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Sunbelt Securities, Inc.

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13F filer, CIK 1632932, HOUSTON, TX

Sunbelt Securities, Inc. reported $1,499,346,146 across 2,784 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-20. Its ten largest share positions make up 29.2% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001062993-26-001089

Period
2025-12-31
Reported value
$1.5B
Holdings
2,784
Top 10 weight
29.2%
New
305
Sold out
222

Largest buys vs the previous quarter

SecurityShares changeApprox. value
BPREnew+1,024,719$15.4M
SCHVadded+193,261$5.72M
CGMSadded+122,612$3.39M
NFLXadded+34,379$3.22M
PSNadded+37,024$2.29M

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
IAUreduced-159,877-$13M
SCHDreduced-226,991-$6.23M
FLOCreduced-109,993-$2.06M
TIDAL TR IIexited-192,097-$1.81M
SBUXreduced-18,056-$1.52M

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

Holdings, Q4 2025

Share positions as resolved from 13F-HR 0001062993-26-001089, largest first. % of portfolio is the value over $1,499,346,146, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
BKHBLACK HILLS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 600 shares; 2024Q3: 607 shares; 2024Q4: 1,696 shares; 2025Q1: 1,455 shares; 2025Q2: 1,696 shares; 2025Q3: 946 shares; 2025Q4: 705 shares 705$48.9K<0.01%-241Timeline
YPFYPF SOCIEDAD ANONIMAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 230 shares; 2024Q3: 230 shares; 2024Q4: 230 shares; 2025Q1: 1,938 shares; 2025Q2: 230 shares; 2025Q3: 1,353 shares; 2025Q4: 1,353 shares 1,353$48.9K<0.01%0Timeline
IEZISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 4,928 shares; 2024Q3: 14,919 shares; 2024Q4: 7,757 shares; 2025Q1: 7,785 shares; 2025Q2: 7,757 shares; 2025Q3: 5,372 shares; 2025Q4: 2,337 shares 2,337$48.8K<0.01%-3,035Timeline
FLTBFIDELITY MERRIMACK STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 961 shares 961$48.7K<0.01%-43Timeline
CARTMAPLEBEAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 82 shares; 2024Q4: 370 shares; 2025Q1: 285 shares; 2025Q2: 370 shares; 2025Q3: 1,157 shares; 2025Q4: 1,074 shares 1,074$48.3K<0.01%-83Timeline
BNDXVANGUARD CHARLOTTE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 3,100 shares; 2024Q3: 3,072 shares; 2024Q4: 964 shares; 2025Q1: 864 shares; 2025Q2: 964 shares; 2025Q3: 866 shares; 2025Q4: 987 shares 987$47.7K<0.01%+121Timeline
LUNRINTUITIVE MACHINES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 2,938 shares 2,938$47.7K<0.01%+1,738Timeline
ENFRALPS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 796 shares; 2025Q2: not reported; 2025Q3: 1,505 shares; 2025Q4: 1,514 shares 1,514$47.6K<0.01%+9Timeline
XLPSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 613 shares 613$47.6K<0.01%0Timeline
ITDGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 1,086 shares; 2025Q4: 1,257 shares 1,257$47.3K<0.01%+171Timeline
GSLCGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 99 shares; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 262 shares; 2025Q2: 100 shares; 2025Q3: 263 shares; 2025Q4: 357 shares 357$47.3K<0.01%+94Timeline
EXPEEXPEDIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 17 shares; 2024Q3: 69 shares; 2024Q4: 17 shares; 2025Q1: 17 shares; 2025Q2: 17 shares; 2025Q3: 182 shares; 2025Q4: 166 shares 166$47.2K<0.01%-16Timeline
SMCISUPER MICRO COMPUTER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 1,908 shares; 2024Q4: 1,480 shares; 2025Q1: 1,780 shares; 2025Q2: 1,480 shares; 2025Q3: 1,870 shares; 2025Q4: 1,590 shares 1,590$46.5K<0.01%-280Timeline
RFGINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 878 shares; 2024Q3: 879 shares; 2024Q4: 880 shares; 2025Q1: 880 shares; 2025Q2: 880 shares; 2025Q3: 883 shares; 2025Q4: 884 shares 884$46.3K<0.01%+1Timeline
QBFINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 300 shares; 2025Q2: not reported; 2025Q3: 2,553 shares; 2025Q4: 2,158 shares 2,158$46.2K<0.01%-395Timeline
VLTOVERALTO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,015 shares; 2024Q3: 890 shares; 2024Q4: 779 shares; 2025Q1: 640 shares; 2025Q2: 779 shares; 2025Q3: 538 shares; 2025Q4: 462 shares 462$46.1K<0.01%-76Timeline
BHMBLUEROCK HOMES TRUST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,942 shares; 2024Q3: 6,029 shares; 2024Q4: 5,309 shares; 2025Q1: 5,180 shares; 2025Q2: 5,309 shares; 2025Q3: 4,298 shares; 2025Q4: 4,315 shares 4,315$46K<0.01%+17Timeline
CTVACORTEVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 732 shares; 2024Q3: 640 shares; 2024Q4: 604 shares; 2025Q1: 540 shares; 2025Q2: 604 shares; 2025Q3: 923 shares; 2025Q4: 684 shares 684$45.9K<0.01%-239Timeline
CPCANADIAN PACIFIC KANSAS CITYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,313 shares; 2024Q3: 2,352 shares; 2024Q4: 252 shares; 2025Q1: 407 shares; 2025Q2: 252 shares; 2025Q3: 662 shares; 2025Q4: 619 shares 619$45.6K<0.01%-43Timeline
WELLWELLTOWER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 355 shares; 2024Q3: 209 shares; 2024Q4: 226 shares; 2025Q1: 126 shares; 2025Q2: 226 shares; 2025Q3: 206 shares; 2025Q4: 244 shares 244$45.2K<0.01%+38Timeline
APHAMPHENOL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 647 shares; 2024Q3: 709 shares; 2024Q4: 216 shares; 2025Q1: 217 shares; 2025Q2: 216 shares; 2025Q3: 334 shares; 2025Q4: 335 shares 335$45.2K<0.01%+1Timeline
METCRAMACO RES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 500 shares; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares 2,500$45K<0.01%0Timeline
FNFFIDELITY NATL FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 133 shares; 2024Q3: 1,287 shares; 2024Q4: 822 shares; 2025Q1: 822 shares; 2025Q2: 822 shares; 2025Q3: 892 shares; 2025Q4: 822 shares 822$44.9K<0.01%-70Timeline
VVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 97 shares; 2024Q3: 97 shares; 2024Q4: 142 shares; 2025Q1: 142 shares; 2025Q2: 142 shares; 2025Q3: 142 shares; 2025Q4: 142 shares 142$44.8K<0.01%0Timeline
MEARISHARES U S ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 883 shares 883$44.4K<0.01%-16Timeline
RLRALPH LAUREN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 125 shares; 2024Q3: 125 shares; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 125 shares 125$44.2K<0.01%0Timeline
CWCURTISS WRIGHT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 80 shares; 2025Q4: 80 shares 80$44.1K<0.01%0Timeline
ISCVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 641 shares 641$43.9K<0.01%0Timeline
ASTSAST SPACEMOBILE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 100 shares; 2024Q3: 3,480 shares; 2024Q4: 816 shares; 2025Q1: 1,321 shares; 2025Q2: 816 shares; 2025Q3: 1,003 shares; 2025Q4: 602 shares 602$43.7K<0.01%-401Timeline
IWOISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 225 shares; 2024Q3: 250 shares; 2024Q4: 155 shares; 2025Q1: 143 shares; 2025Q2: 155 shares; 2025Q3: 135 shares; 2025Q4: 135 shares 135$43.5K<0.01%0Timeline
CMACOMERICA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,500 shares; 2024Q3: 4,500 shares; 2024Q4: 4,100 shares; 2025Q1: 500 shares; 2025Q2: 4,100 shares; 2025Q3: 500 shares; 2025Q4: 500 shares 500$43.5K<0.01%0Timeline
UJANINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,000 shares 1,000$43.3K<0.01%0Timeline
FXOFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 698 shares; 2024Q3: 703 shares; 2024Q4: 703 shares; 2025Q1: 709 shares; 2025Q2: 706 shares; 2025Q3: 713 shares; 2025Q4: 716 shares 716$43.2K<0.01%+3Timeline
YUMYUM BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 206 shares; 2024Q3: 207 shares; 2024Q4: 194 shares; 2025Q1: 195 shares; 2025Q2: 194 shares; 2025Q3: 290 shares; 2025Q4: 283 shares 283$42.7K<0.01%-7Timeline
BMOBANK OF MONTREALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 323 shares; 2025Q4: 323 shares 323$42K<0.01%0Timeline
CRCRANE COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 177 shares; 2024Q3: 177 shares; 2024Q4: 177 shares; 2025Q1: 177 shares; 2025Q2: 177 shares; 2025Q3: 227 shares; 2025Q4: 228 shares 228$42K<0.01%+1Timeline
SNASNAP ON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 680 shares; 2024Q3: 680 shares; 2024Q4: 233 shares; 2025Q1: 130 shares; 2025Q2: 233 shares; 2025Q3: 132 shares; 2025Q4: 121 shares 121$41.7K<0.01%-11Timeline
YMAGTIDAL TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 4,070 shares; 2024Q3: 5,129 shares; 2024Q4: 5,129 shares; 2025Q1: 4,695 shares; 2025Q2: 5,129 shares; 2025Q3: 3,238 shares; 2025Q4: 2,927 shares 2,927$41.7K<0.01%-311Timeline
UTFCOHEN & STEERS INFRASTRUCTURQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,715 shares 1,715$41.3K<0.01%+16Timeline
ARGXARGENX SEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 49 shares; 2025Q4: 49 shares 49$41.2K<0.01%0Timeline
MFUSPIMCO EQUITY SERQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 545 shares; 2024Q3: 545 shares; 2024Q4: 849 shares; 2025Q1: 849 shares; 2025Q2: 849 shares; 2025Q3: 727 shares; 2025Q4: 727 shares 727$41.2K<0.01%0Timeline
URAGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 251 shares; 2024Q3: 428 shares; 2024Q4: 428 shares; 2025Q1: 434 shares; 2025Q2: 428 shares; 2025Q3: 635 shares; 2025Q4: 963 shares 963$41.1K<0.01%+328Timeline
SMAYFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 935 shares; 2024Q4: 935 shares; 2025Q1: 935 shares; 2025Q2: 935 shares; 2025Q3: 1,578 shares; 2025Q4: 1,578 shares 1,578$41K<0.01%0Timeline
INNSUMMIT HOTEL PPTYSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 8,400 shares 8,400$40.9K<0.01%0Timeline
SESEA LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 780 shares; 2024Q3: 480 shares; 2024Q4: 320 shares; 2025Q1: 320 shares; 2025Q2: 320 shares; 2025Q3: 320 shares; 2025Q4: 320 shares 320$40.8K<0.01%0Timeline
FTCSFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,025 shares; 2024Q3: 992 shares; 2024Q4: 842 shares; 2025Q1: 438 shares; 2025Q2: 845 shares; 2025Q3: 439 shares; 2025Q4: 440 shares 440$40.7K<0.01%+1Timeline
NVYYGRANITESHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,155 shares; 2025Q4: 2,155 shares 2,155$40.6K<0.01%0Timeline
STZCONSTELLATION BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 283 shares; 2024Q3: 309 shares; 2024Q4: 310 shares; 2025Q1: 370 shares; 2025Q2: 310 shares; 2025Q3: 321 shares; 2025Q4: 294 shares 294$40.5K<0.01%-27Timeline
EEMVISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 146 shares; 2024Q3: 221 shares; 2024Q4: 117 shares; 2025Q1: 117 shares; 2025Q2: 117 shares; 2025Q3: 624 shares; 2025Q4: 632 shares 632$40.5K<0.01%+8Timeline
IYYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 4,298 shares; 2024Q3: 4,303 shares; 2024Q4: 3,818 shares; 2025Q1: 250 shares; 2025Q2: 3,818 shares; 2025Q3: 250 shares; 2025Q4: 244 shares 244$40.5K<0.01%-6Timeline
LOARLOAR HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 175 shares; 2025Q4: 592 shares 592$40.3K<0.01%+417Timeline
FDTXFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 839 shares; 2025Q4: 987 shares 987$40.2K<0.01%+148Timeline
GLGLOBE LIFE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 266 shares; 2024Q3: 338 shares; 2024Q4: 266 shares; 2025Q1: 266 shares; 2025Q2: 266 shares; 2025Q3: 287 shares; 2025Q4: 287 shares 287$40.1K<0.01%0Timeline
XVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 11,528 shares; 2024Q3: 11,496 shares; 2024Q4: 11,273 shares; 2025Q1: 907 shares; 2025Q2: 11,273 shares; 2025Q3: 759 shares; 2025Q4: 760 shares 760$40.1K<0.01%+1Timeline
SCISERVICE CORP INTLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 501 shares; 2025Q4: 512 shares 512$39.9K<0.01%+11Timeline
VFHVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 223 shares; 2024Q3: 223 shares; 2024Q4: 285 shares; 2025Q1: 458 shares; 2025Q2: 285 shares; 2025Q3: 297 shares; 2025Q4: 298 shares 298$39.8K<0.01%+1Timeline
DFUSDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 536 shares; 2024Q3: 536 shares; 2024Q4: 536 shares; 2025Q1: 536 shares; 2025Q2: 536 shares; 2025Q3: 536 shares; 2025Q4: 536 shares 536$39.8K<0.01%0Timeline
AVDVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23 shares; 2025Q2: not reported; 2025Q3: 23 shares; 2025Q4: 423 shares 423$39.7K<0.01%+400Timeline
FLJPFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 200 shares; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 1,150 shares; 2025Q4: 1,150 shares 1,150$39.6K<0.01%0Timeline
APOCINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,500 shares; 2025Q2: not reported; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares 1,500$39.3K<0.01%0Timeline
ALTALTIMMUNE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 10,844 shares 10,844$39.1K<0.01%0Timeline
AUPHAURINIA PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 2,453 shares 2,453$39.1K<0.01%0Timeline
PAUGINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,632 shares; 2024Q3: 1,632 shares; 2024Q4: 1,632 shares; 2025Q1: 1,632 shares; 2025Q2: 1,632 shares; 2025Q3: 1,632 shares; 2025Q4: 900 shares 900$38.9K<0.01%-732Timeline
URIUNITED RENTALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2 shares; 2025Q1: 28 shares; 2025Q2: 2 shares; 2025Q3: 48 shares; 2025Q4: 48 shares 48$38.8K<0.01%0Timeline
FTSMFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 645 shares 645$38.7K<0.01%-26Timeline
HALHALLIBURTON COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,972 shares; 2024Q3: 6,187 shares; 2024Q4: 3,097 shares; 2025Q1: 2,972 shares; 2025Q2: 3,097 shares; 2025Q3: 3,127 shares; 2025Q4: 1,368 shares 1,368$38.6K<0.01%-1,759Timeline
VISVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 128 shares; 2024Q3: 128 shares; 2024Q4: 303 shares; 2025Q1: 129 shares; 2025Q2: 303 shares; 2025Q3: 129 shares; 2025Q4: 129 shares 129$38.6K<0.01%0Timeline
HEIHEICO CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 447 shares; 2024Q3: 197 shares; 2024Q4: 116 shares; 2025Q1: 116 shares; 2025Q2: 116 shares; 2025Q3: 118 shares; 2025Q4: 118 shares 118$38.2K<0.01%0Timeline
LASRNLIGHT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14 shares; 2025Q4: 1,014 shares 1,014$38K<0.01%+1,000Timeline
KTOSKRATOS DEFENSE & SEC SOLUTIOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 500 shares 500$38K<0.01%0Timeline
CRAKVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,500 shares; 2024Q3: 2,500 shares; 2024Q4: 2,000 shares; 2025Q1: 2,500 shares; 2025Q2: 2,000 shares; 2025Q3: 2,500 shares; 2025Q4: 1,010 shares 1,010$37.9K<0.01%-1,490Timeline
RGLDROYAL GOLD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2 shares; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 170 shares; 2025Q4: 170 shares 170$37.9K<0.01%0Timeline
NBIXNEUROCRINE BIOSCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 292 shares; 2024Q3: 292 shares; 2024Q4: 292 shares; 2025Q1: 292 shares; 2025Q2: 292 shares; 2025Q3: 323 shares; 2025Q4: 266 shares 266$37.7K<0.01%-57Timeline
TWLOTWILIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 302 shares; 2024Q3: 336 shares; 2024Q4: 258 shares; 2025Q1: 258 shares; 2025Q2: 258 shares; 2025Q3: 265 shares; 2025Q4: 265 shares 265$37.7K<0.01%0Timeline
ICVTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 281 shares; 2024Q3: 283 shares; 2024Q4: 285 shares; 2025Q1: 502 shares; 2025Q2: 285 shares; 2025Q3: 389 shares; 2025Q4: 382 shares 382$37.7K<0.01%-7Timeline
ACHRARCHER AVIATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,729 shares; 2025Q1: not reported; 2025Q2: 2,729 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares 5,000$37.6K<0.01%0Timeline
DIVBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 546 shares; 2024Q3: 551 shares; 2024Q4: 555 shares; 2025Q1: 693 shares; 2025Q2: 555 shares; 2025Q3: 702 shares; 2025Q4: 707 shares 707$37.6K<0.01%+5Timeline
GRABGRAB HOLDINGS LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 1,038 shares; 2024Q4: 1,038 shares; 2025Q1: 1,038 shares; 2025Q2: 1,038 shares; 2025Q3: 1,038 shares; 2025Q4: 7,522 shares 7,522$37.5K<0.01%+6,484Timeline
HOLXHOLOGIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 500 shares; 2024Q3: 529 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares 500$37.2K<0.01%0Timeline
SBACSBA COMMUNICATIONS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 441 shares; 2024Q3: 395 shares; 2024Q4: 400 shares; 2025Q1: 318 shares; 2025Q2: 400 shares; 2025Q3: 226 shares; 2025Q4: 192 shares 192$37.1K<0.01%-34Timeline
BOCTINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 750 shares; 2024Q3: 750 shares; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 750 shares 750$37.1K<0.01%0Timeline
VIKVIKING HOLDINGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,998 shares; 2024Q3: 1,998 shares; 2024Q4: 1,998 shares; 2025Q1: 1,998 shares; 2025Q2: 1,998 shares; 2025Q3: 1,204 shares; 2025Q4: 517 shares 517$36.9K<0.01%-687Timeline
FFLCFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: not reported; 2025Q3: 500 shares; 2025Q4: 689 shares 689$36.8K<0.01%+189Timeline
RIGTRANSOCEAN LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 8,858 shares 8,858$36.6K<0.01%0Timeline
MODMODINE MFG COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 274 shares; 2025Q4: 274 shares 274$36.6K<0.01%0Timeline
IXGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 999 shares; 2024Q3: 897 shares; 2024Q4: 897 shares; 2025Q1: 300 shares; 2025Q2: 897 shares; 2025Q3: 300 shares; 2025Q4: 300 shares 300$36.2K<0.01%0Timeline
COPXGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 500 shares; 2025Q4: 500 shares 500$35.9K<0.01%0Timeline
PHOINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 507 shares; 2024Q4: 507 shares; 2025Q1: 507 shares; 2025Q2: 507 shares; 2025Q3: 507 shares; 2025Q4: 507 shares 507$35.7K<0.01%0Timeline
DLTRDOLLAR TREE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 75 shares; 2024Q3: 629 shares; 2024Q4: 701 shares; 2025Q1: 510 shares; 2025Q2: 701 shares; 2025Q3: 299 shares; 2025Q4: 290 shares 290$35.7K<0.01%-9Timeline
HQHABRDN HEALTHCARE INVESTORSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,883 shares 1,883$35.7K<0.01%0Timeline
FAFFIRST AMERN FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 0 shares; 2024Q3: 1,135 shares; 2024Q4: 1,137 shares; 2025Q1: 1,140 shares; 2025Q2: 1,137 shares; 2025Q3: 574 shares; 2025Q4: 579 shares 579$35.6K<0.01%+5Timeline
AEEAMEREN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 13 shares; 2024Q3: 13 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 356 shares; 2025Q4: 356 shares 356$35.5K<0.01%0Timeline
BCOBRINKS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 352 shares; 2024Q3: 352 shares; 2024Q4: 352 shares; 2025Q1: 353 shares; 2025Q2: 352 shares; 2025Q3: 304 shares; 2025Q4: 304 shares 304$35.5K<0.01%0Timeline
PEVERPURE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 85 shares; 2024Q3: 85 shares; 2024Q4: 85 shares; 2025Q1: 85 shares; 2025Q2: 85 shares; 2025Q3: 329 shares; 2025Q4: 529 shares 529$35.4K<0.01%+200Timeline
BDXBECTON DICKINSON & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 312 shares; 2024Q3: 312 shares; 2024Q4: 270 shares; 2025Q1: 282 shares; 2025Q2: 271 shares; 2025Q3: 221 shares; 2025Q4: 182 shares 182$35.4K<0.01%-39Timeline
XSDSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 50 shares; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 110 shares; 2025Q2: 50 shares; 2025Q3: 110 shares; 2025Q4: 110 shares 110$35.4K<0.01%0Timeline
IAKISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,858 shares; 2024Q3: 4,020 shares; 2024Q4: not reported; 2025Q1: 2,742 shares; 2025Q2: not reported; 2025Q3: 761 shares; 2025Q4: 258 shares 258$35.1K<0.01%-503Timeline
WMSADVANCED DRAIN SYS INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 422 shares; 2024Q3: 434 shares; 2024Q4: 376 shares; 2025Q1: 376 shares; 2025Q2: 376 shares; 2025Q3: 241 shares; 2025Q4: 241 shares 241$34.9K<0.01%0Timeline
CTSHCOGNIZANT TECHNOLOGY SOLUTIOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 11,462 shares; 2024Q3: 9,533 shares; 2024Q4: 2,028 shares; 2025Q1: 866 shares; 2025Q2: 2,028 shares; 2025Q3: 649 shares; 2025Q4: 418 shares 418$34.7K<0.01%-231Timeline
FLRGFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,148 shares; 2024Q3: 1,153 shares; 2024Q4: 896 shares; 2025Q1: 900 shares; 2025Q2: 896 shares; 2025Q3: 905 shares; 2025Q4: 910 shares 910$34.5K<0.01%+5Timeline
CHKPCHECK POINT SOFTWARE TECH LTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 323 shares; 2024Q4: not reported; 2025Q1: 114 shares; 2025Q2: not reported; 2025Q3: 184 shares; 2025Q4: 184 shares 184$34.1K<0.01%0Timeline
EELVINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,232 shares 1,232$33.8K<0.01%0Timeline
IRTINDEPENDENCE RLTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 3,104 shares; 2024Q4: 3,105 shares; 2025Q1: 3,107 shares; 2025Q2: 3,105 shares; 2025Q3: 4,270 shares; 2025Q4: 1,925 shares 1,925$33.6K<0.01%-2,345Timeline
MAGSLISTED FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 395 shares; 2024Q4: not reported; 2025Q1: 475 shares; 2025Q2: not reported; 2025Q3: 475 shares; 2025Q4: 510 shares 510$33.6K<0.01%+35Timeline
PICKISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 5,080 shares; 2024Q3: 5,219 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 368 shares; 2025Q4: 654 shares 654$33.6K<0.01%+286Timeline
SLYVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 78 shares; 2024Q3: 78 shares; 2024Q4: 78 shares; 2025Q1: 82 shares; 2025Q2: 78 shares; 2025Q3: 366 shares; 2025Q4: 368 shares 368$33.5K<0.01%+2Timeline
OCSLOAKTREE SPECIALTY LENDINGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 2,625 shares 2,625$33.4K<0.01%-773Timeline
TEMTEMPUS AI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: not reported; 2025Q3: 650 shares; 2025Q4: 566 shares 566$33.4K<0.01%-84Timeline
VGITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 531 shares; 2024Q3: 556 shares; 2024Q4: 481 shares; 2025Q1: 487 shares; 2025Q2: 481 shares; 2025Q3: 462 shares; 2025Q4: 557 shares 557$33.4K<0.01%+95Timeline
DLBDOLBY LABORATORIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 502 shares; 2024Q3: 502 shares; 2024Q4: 502 shares; 2025Q1: 502 shares; 2025Q2: 502 shares; 2025Q3: 515 shares; 2025Q4: 518 shares 518$33.3K<0.01%+3Timeline
DLYDOUBLELINE YIELD OPPORTUNITIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 2,274 shares 2,274$33.1K<0.01%+15Timeline
BBAGJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 669 shares; 2024Q3: 711 shares; 2024Q4: 711 shares; 2025Q1: 711 shares; 2025Q2: 711 shares; 2025Q3: 711 shares; 2025Q4: 711 shares 711$33K<0.01%0Timeline
VOYGVOYAGER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,261 shares 1,261$33K<0.01%newTimeline
QQQJINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,084 shares; 2024Q3: 1,085 shares; 2024Q4: 1,086 shares; 2025Q1: 887 shares; 2025Q2: 1,086 shares; 2025Q3: 893 shares; 2025Q4: 894 shares 894$33K<0.01%+1Timeline
CCJCAMECO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 35 shares; 2025Q1: 185 shares; 2025Q2: 35 shares; 2025Q3: 360 shares; 2025Q4: 360 shares 360$32.9K<0.01%0Timeline
EMBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 7,720 shares; 2024Q3: 10,450 shares; 2024Q4: 3,758 shares; 2025Q1: 825 shares; 2025Q2: 3,758 shares; 2025Q3: 868 shares; 2025Q4: 342 shares 342$32.9K<0.01%-526Timeline
VOTVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 117 shares; 2024Q3: 118 shares; 2024Q4: 118 shares; 2025Q1: 118 shares; 2025Q2: 118 shares; 2025Q3: 118 shares; 2025Q4: 118 shares 118$32.9K<0.01%0Timeline
BJBJS WHSL CLUB HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 362 shares; 2025Q4: 362 shares 362$32.6K<0.01%0Timeline
CLOABLACKROCK ETF TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,732 shares; 2025Q2: not reported; 2025Q3: 4,833 shares; 2025Q4: 628 shares 628$32.5K<0.01%-4,205Timeline
VOOGVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 39 shares; 2024Q3: 73 shares; 2024Q4: 73 shares; 2025Q1: 73 shares; 2025Q2: 73 shares; 2025Q3: 73 shares; 2025Q4: 73 shares 73$32.5K<0.01%0Timeline
URTHISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 173 shares; 2024Q4: 173 shares; 2025Q1: 173 shares; 2025Q2: 173 shares; 2025Q3: 173 shares; 2025Q4: 173 shares 173$32.1K<0.01%0Timeline
FMAGFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 935 shares; 2024Q3: 935 shares; 2024Q4: 935 shares; 2025Q1: 935 shares; 2025Q2: 935 shares; 2025Q3: 935 shares; 2025Q4: 935 shares 935$31.9K<0.01%0Timeline
AAALCOA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 555 shares; 2024Q3: 555 shares; 2024Q4: 557 shares; 2025Q1: 555 shares; 2025Q2: 557 shares; 2025Q3: 555 shares; 2025Q4: 600 shares 600$31.9K<0.01%+45Timeline
FTAFIRST TR EXCHANGE-TRADED ALPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 763 shares; 2024Q3: 767 shares; 2024Q4: 767 shares; 2025Q1: 370 shares; 2025Q2: 769 shares; 2025Q3: 370 shares; 2025Q4: 370 shares 370$31.9K<0.01%0Timeline
OMFLINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 279 shares; 2024Q3: 279 shares; 2024Q4: 369 shares; 2025Q1: 465 shares; 2025Q2: 369 shares; 2025Q3: 519 shares; 2025Q4: 520 shares 520$31.8K<0.01%+1Timeline
WHRWHIRLPOOL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 4,230 shares; 2024Q3: 5,830 shares; 2024Q4: 5,430 shares; 2025Q1: 825 shares; 2025Q2: 5,430 shares; 2025Q3: 400 shares; 2025Q4: 440 shares 440$31.7K<0.01%+40Timeline
HTHHILLTOP HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 890 shares; 2024Q4: 890 shares; 2025Q1: 890 shares; 2025Q2: 890 shares; 2025Q3: 932 shares; 2025Q4: 932 shares 932$31.6K<0.01%0Timeline
ICLNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,923 shares 1,923$31.6K<0.01%+2Timeline
PKSTPEAKSTONE REALTY TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 2,193 shares 2,193$31.5K<0.01%-132Timeline
RINGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 660 shares; 2024Q3: 660 shares; 2024Q4: 560 shares; 2025Q1: 560 shares; 2025Q2: 560 shares; 2025Q3: 380 shares; 2025Q4: 425 shares 425$31.3K<0.01%+45Timeline
EGEVEREST GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 80 shares; 2025Q3: 92 shares; 2025Q4: 92 shares 92$31.2K<0.01%0Timeline
VRSNVERISIGN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 24 shares; 2024Q3: 24 shares; 2024Q4: 24 shares; 2025Q1: 24 shares; 2025Q2: 24 shares; 2025Q3: 127 shares; 2025Q4: 127 shares 127$30.9K<0.01%0Timeline
REGREGENCY CTRS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 348 shares; 2024Q3: 432 shares; 2024Q4: 434 shares; 2025Q1: 437 shares; 2025Q2: 434 shares; 2025Q3: 443 shares; 2025Q4: 447 shares 447$30.9K<0.01%+4Timeline
ARANTERO RESOURCES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,378 shares; 2025Q2: not reported; 2025Q3: 888 shares; 2025Q4: 888 shares 888$30.6K<0.01%0Timeline
DIAXNUVEEN DOW 30SM DYNAMIC OVERWRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 2,000 shares 2,000$30.5K<0.01%0Timeline
PLDPROLOGIS INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 259 shares; 2024Q3: 297 shares; 2024Q4: 280 shares; 2025Q1: 280 shares; 2025Q2: 280 shares; 2025Q3: 270 shares; 2025Q4: 239 shares 239$30.5K<0.01%-31Timeline
CGCVCAPITAL GROUP CONSERVATIVE EQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,000 shares; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000$30.5K<0.01%0Timeline
VSDAVICTORY PORTFOLIOS IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 725 shares; 2024Q3: 725 shares; 2024Q4: 575 shares; 2025Q1: 575 shares; 2025Q2: 575 shares; 2025Q3: 575 shares; 2025Q4: 575 shares 575$30.3K<0.01%0Timeline
JLLJONES LANG LASALLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 24 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 85 shares; 2025Q4: 90 shares 90$30.3K<0.01%+5Timeline
MDYSTATE STR SPDR S&P MIDCAP 40Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 178 shares; 2024Q3: 190 shares; 2024Q4: 215 shares; 2025Q1: 190 shares; 2025Q2: 215 shares; 2025Q3: 98 shares; 2025Q4: 50 shares 50$30.2K<0.01%-48Timeline
RDWREDWIRE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 565 shares; 2025Q4: 3,961 shares 3,961$30.1K<0.01%+3,396Timeline
HIGHARTFORD INSURANCE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 63 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 218 shares; 2025Q4: 218 shares 218$30K<0.01%0Timeline
USTBVICTORY PORTFOLIOS IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 590 shares; 2025Q4: 590 shares 590$30K<0.01%0Timeline
NTAPNETAPP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 249 shares; 2024Q3: 292 shares; 2024Q4: 249 shares; 2025Q1: 383 shares; 2025Q2: 249 shares; 2025Q3: 480 shares; 2025Q4: 279 shares 279$29.9K<0.01%-201Timeline
PEGPUBLIC SVC ENTERPRISE GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 263 shares; 2024Q3: 263 shares; 2024Q4: 263 shares; 2025Q1: 263 shares; 2025Q2: 263 shares; 2025Q3: 370 shares; 2025Q4: 370 shares 370$29.7K<0.01%0Timeline
NANCTIDAL TRUST IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 650 shares; 2025Q1: 650 shares; 2025Q2: 650 shares; 2025Q3: 650 shares; 2025Q4: 650 shares 650$29.7K<0.01%0Timeline
TDIVFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 451 shares; 2024Q3: 454 shares; 2024Q4: 302 shares; 2025Q1: 270 shares; 2025Q2: 303 shares; 2025Q3: 305 shares; 2025Q4: 306 shares 306$29.6K<0.01%+1Timeline
GFLGFL ENVIRONMENTAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,047 shares; 2025Q2: not reported; 2025Q3: 687 shares; 2025Q4: 687 shares 687$29.5K<0.01%0Timeline
TANINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 600 shares; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares 600$29.5K<0.01%0Timeline
UHSUNIVERSAL HLTH SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 302 shares; 2024Q4: 294 shares; 2025Q1: 273 shares; 2025Q2: 294 shares; 2025Q3: 135 shares; 2025Q4: 135 shares 135$29.5K<0.01%0Timeline
TOTLSSGA ACTIVE ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 718 shares; 2025Q4: 731 shares 731$29.4K<0.01%+13Timeline
FDEVFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 723 shares; 2024Q3: 779 shares; 2024Q4: 780 shares; 2025Q1: 833 shares; 2025Q2: 780 shares; 2025Q3: 841 shares; 2025Q4: 843 shares 843$29.2K<0.01%+2Timeline
LRGELEGG MASON ETF INVTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 384 shares; 2024Q3: 346 shares; 2024Q4: 346 shares; 2025Q1: 346 shares; 2025Q2: 346 shares; 2025Q3: 346 shares; 2025Q4: 346 shares 346$28.5K<0.01%0Timeline
SPTESP FUNDS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 801 shares; 2025Q4: 807 shares 807$28.4K<0.01%+6Timeline
IDXXIDEXX LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 72 shares; 2024Q3: 70 shares; 2024Q4: 31 shares; 2025Q1: 33 shares; 2025Q2: 31 shares; 2025Q3: 42 shares; 2025Q4: 42 shares 42$28.4K<0.01%0Timeline
LUVSOUTHWEST AIRLS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,705 shares; 2024Q3: 1,401 shares; 2024Q4: 1,138 shares; 2025Q1: 919 shares; 2025Q2: 938 shares; 2025Q3: 783 shares; 2025Q4: 681 shares 681$28.1K<0.01%-102Timeline
HYDBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 593 shares 593$28.1K<0.01%+12Timeline
CMCCOMMERCIAL METALS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 354 shares; 2024Q3: 354 shares; 2024Q4: 354 shares; 2025Q1: 354 shares; 2025Q2: 354 shares; 2025Q3: 405 shares; 2025Q4: 405 shares 405$28K<0.01%0Timeline
CRMLCRITICAL METALS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,000 shares 4,000$27.8K<0.01%newTimeline
ARKFARK ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 180 shares; 2025Q2: not reported; 2025Q3: 580 shares; 2025Q4: 580 shares 580$27.6K<0.01%0Timeline
HRHEALTHCARE RLTY TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,629 shares 1,629$27.6K<0.01%0Timeline
DXYZDESTINY TECH100 INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 900 shares 900$27.6K<0.01%newTimeline
RGTIRIGETTI COMPUTING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 763 shares; 2025Q1: 8,352 shares; 2025Q2: 763 shares; 2025Q3: 2,923 shares; 2025Q4: 1,238 shares 1,238$27.4K<0.01%-1,685Timeline
LTCLTC PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 735 shares; 2024Q3: 746 shares; 2024Q4: 754 shares; 2025Q1: 770 shares; 2025Q2: 758 shares; 2025Q3: 795 shares; 2025Q4: 795 shares 795$27.3K<0.01%0Timeline
YBTCROUNDHILL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 961 shares 961$27.3K<0.01%newTimeline
ETHGRAYSCALE ETHEREUM STAKINGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 242 shares; 2025Q1: 252 shares; 2025Q2: 242 shares; 2025Q3: 967 shares; 2025Q4: 967 shares 967$27.1K<0.01%0Timeline
RMDRESMED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 11 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 112 shares; 2025Q4: 113 shares 113$27.1K<0.01%+1Timeline
DLRDIGITAL RLTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 6 shares; 2024Q3: 6 shares; 2024Q4: 36 shares; 2025Q1: 61 shares; 2025Q2: 36 shares; 2025Q3: 161 shares; 2025Q4: 175 shares 175$27.1K<0.01%+14Timeline
HURNHURON CONSULTING GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 155 shares; 2025Q4: 155 shares 155$26.8K<0.01%0Timeline
EPAMEPAM SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1 shares; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: not reported; 2025Q2: 1 shares; 2025Q3: 3 shares; 2025Q4: 130 shares 130$26.6K<0.01%+127Timeline
NBISNEBIUS GROUP N.V.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 430 shares; 2025Q2: not reported; 2025Q3: 480 shares; 2025Q4: 318 shares 318$26.6K<0.01%-162Timeline
FNDBSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000$26.6K<0.01%0Timeline
CGGGCAPITAL GROUP EQUITY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 829 shares; 2025Q4: 930 shares 930$26.6K<0.01%+101Timeline
EMQQEXCHANGE TRADED CONCEPTS TRUQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 656 shares; 2025Q2: not reported; 2025Q3: 656 shares; 2025Q4: 656 shares 656$26.5K<0.01%0Timeline
SFMSPROUTS FMRS MKT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 317 shares; 2024Q3: 317 shares; 2024Q4: 317 shares; 2025Q1: 317 shares; 2025Q2: 317 shares; 2025Q3: 320 shares; 2025Q4: 332 shares 332$26.4K<0.01%+12Timeline
DWXSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 600 shares; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares 600$26.4K<0.01%0Timeline
ALSNALLISON TRANSMISSION HLDGS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 269 shares; 2024Q3: 269 shares; 2024Q4: 269 shares; 2025Q1: 269 shares; 2025Q2: 269 shares; 2025Q3: 312 shares; 2025Q4: 269 shares 269$26.3K<0.01%-43Timeline
IDNAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,000 shares 1,000$26.2K<0.01%0Timeline
CGGOCAPITAL GROUP GBL GROWTH EQTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 732 shares; 2024Q3: 737 shares; 2024Q4: 740 shares; 2025Q1: 740 shares; 2025Q2: 740 shares; 2025Q3: 747 shares; 2025Q4: 756 shares 756$26.2K<0.01%+9Timeline
IJUNINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 890 shares; 2025Q4: 890 shares 890$26K<0.01%0Timeline
FNXFIRST TR EXCHANGE-TRADED ALPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 202 shares; 2024Q3: 204 shares; 2024Q4: 204 shares; 2025Q1: 205 shares; 2025Q2: 204 shares; 2025Q3: 206 shares; 2025Q4: 206 shares 206$26K<0.01%0Timeline
APAMARTISAN PARTNERS ASSET MGMTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 563 shares; 2024Q3: 570 shares; 2024Q4: 577 shares; 2025Q1: 577 shares; 2025Q2: 577 shares; 2025Q3: 638 shares; 2025Q4: 638 shares 638$26K<0.01%0Timeline
DIVIFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 85 shares; 2024Q3: 85 shares; 2024Q4: 85 shares; 2025Q1: 85 shares; 2025Q2: 85 shares; 2025Q3: 661 shares; 2025Q4: 668 shares 668$26K<0.01%+7Timeline
TOLTOLL BROTHERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 100 shares; 2024Q3: 131 shares; 2024Q4: 100 shares; 2025Q1: 515 shares; 2025Q2: 100 shares; 2025Q3: 656 shares; 2025Q4: 191 shares 191$25.8K<0.01%-465Timeline
EDCONSOLIDATED EDISON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 3,678 shares; 2024Q3: 3,691 shares; 2024Q4: 3,706 shares; 2025Q1: 320 shares; 2025Q2: 3,706 shares; 2025Q3: 261 shares; 2025Q4: 258 shares 258$25.6K<0.01%-3Timeline
IGLBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 3,475 shares; 2024Q3: 11,660 shares; 2024Q4: 923 shares; 2025Q1: 505 shares; 2025Q2: 923 shares; 2025Q3: 505 shares; 2025Q4: 505 shares 505$25.5K<0.01%0Timeline
BJULINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,815 shares; 2024Q3: 2,815 shares; 2024Q4: 2,815 shares; 2025Q1: 2,015 shares; 2025Q2: 2,815 shares; 2025Q3: 2,015 shares; 2025Q4: 500 shares 500$25.4K<0.01%-1,515Timeline
ARKXARK ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 475 shares; 2024Q3: 475 shares; 2024Q4: 475 shares; 2025Q1: 675 shares; 2025Q2: 475 shares; 2025Q3: 875 shares; 2025Q4: 875 shares 875$25.4K<0.01%0Timeline
PJULINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 345 shares; 2024Q3: 345 shares; 2024Q4: 345 shares; 2025Q1: 345 shares; 2025Q2: 345 shares; 2025Q3: 345 shares; 2025Q4: 543 shares 543$25.2K<0.01%+198Timeline
BLVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 631 shares; 2024Q3: 632 shares; 2024Q4: 37 shares; 2025Q1: not reported; 2025Q2: 37 shares; 2025Q3: 357 shares; 2025Q4: 363 shares 363$25.2K<0.01%+6Timeline
REMXVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 340 shares 340$25.1K<0.01%newTimeline
DAPRFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,260 shares; 2024Q3: 1,260 shares; 2024Q4: 1,260 shares; 2025Q1: 635 shares; 2025Q2: 1,260 shares; 2025Q3: 635 shares; 2025Q4: 635 shares 635$25K<0.01%0Timeline
CNQCANADIAN NAT RES LTD MED TERQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 500 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 735 shares 735$24.9K<0.01%newTimeline
BIDUBAIDU INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 190 shares 190$24.8K<0.01%0Timeline
ALGNALIGN TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 5,621 shares; 2024Q3: 5,621 shares; 2024Q4: 65 shares; 2025Q1: 41 shares; 2025Q2: 65 shares; 2025Q3: 49 shares; 2025Q4: 158 shares 158$24.7K<0.01%+109Timeline
BALQBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 500 shares 500$24.7K<0.01%newTimeline
AMHAMERICAN HOMES 4 RENTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 768 shares 768$24.7K<0.01%-10Timeline
SPMDSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 495 shares; 2024Q3: 425 shares; 2024Q4: 425 shares; 2025Q1: 425 shares; 2025Q2: 425 shares; 2025Q3: 425 shares; 2025Q4: 425 shares 425$24.6K<0.01%0Timeline
CRCLCIRCLE INTERNET GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 384 shares; 2025Q4: 310 shares 310$24.6K<0.01%-74Timeline
APLDAPPLIED DIGITAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000$24.5K<0.01%0Timeline
FFLVFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,000 shares 1,000$24.4K<0.01%newTimeline
RSGREPUBLIC SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 90 shares; 2025Q4: 115 shares 115$24.4K<0.01%+25Timeline
CZRCAESARS ENTERTAINMENT INC NEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 370 shares; 2024Q3: 370 shares; 2024Q4: 370 shares; 2025Q1: 742 shares; 2025Q2: 370 shares; 2025Q3: 1,042 shares; 2025Q4: 1,042 shares 1,042$24.4K<0.01%0Timeline
BEBLOOM ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 280 shares; 2024Q3: 280 shares; 2024Q4: 280 shares; 2025Q1: 280 shares; 2025Q2: 280 shares; 2025Q3: 280 shares; 2025Q4: 280 shares 280$24.3K<0.01%0Timeline
PORPORTLAND GEN ELEC COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 406 shares; 2024Q3: 410 shares; 2024Q4: 415 shares; 2025Q1: 420 shares; 2025Q2: 415 shares; 2025Q3: 471 shares; 2025Q4: 504 shares 504$24.2K<0.01%+33Timeline
ZAPRINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 820 shares; 2025Q4: 937 shares 937$24.2K<0.01%+117Timeline
PBR-APETROLEO BRASILEIRO S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,135 shares 2,135$24.1K<0.01%newTimeline
DPZDOMINOS PIZZA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,376 shares; 2024Q3: 970 shares; 2024Q4: 735 shares; 2025Q1: 642 shares; 2025Q2: 735 shares; 2025Q3: 61 shares; 2025Q4: 58 shares 58$24K<0.01%-3Timeline
MASMASCO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 376 shares; 2025Q4: 377 shares 377$23.9K<0.01%+1Timeline
SPLBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,059 shares 1,059$23.9K<0.01%0Timeline
RDDTREDDIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 104 shares 104$23.9K<0.01%newTimeline
GLNGGOLAR LNG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,428 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 640 shares 640$23.8K<0.01%newTimeline
HOSHORNBECK OFFSHORE SERVICES IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,732 shares; 2025Q1: 3,732 shares; 2025Q2: 3,732 shares; 2025Q3: 3,732 shares; 2025Q4: 3,732 shares 3,732$23.4K<0.01%0Timeline
VTRSVIATRIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,876 shares 1,876$23.4K<0.01%-7Timeline
SLVMSYLVAMO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 979 shares; 2024Q3: 965 shares; 2024Q4: 965 shares; 2025Q1: 910 shares; 2025Q2: 965 shares; 2025Q3: 607 shares; 2025Q4: 484 shares 484$23.3K<0.01%-123Timeline
ECFELLSWORTH GROWTH & INCOME FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,000 shares; 2025Q2: not reported; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000$23.3K<0.01%0Timeline
CRKCOMSTOCK RES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,000 shares 1,000$23.2K<0.01%0Timeline
BWABORGWARNER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 430 shares; 2024Q3: 430 shares; 2024Q4: 430 shares; 2025Q1: 430 shares; 2025Q2: 430 shares; 2025Q3: 511 shares; 2025Q4: 511 shares 511$23K<0.01%0Timeline
ECCEAGLE POINT CR COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 3,950 shares 3,950$22.8K<0.01%0Timeline
FNDFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 0 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 300 shares; 2025Q2: not reported; 2025Q3: 300 shares; 2025Q4: 503 shares 503$22.7K<0.01%+203Timeline
RPGINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 525 shares; 2024Q3: 485 shares; 2024Q4: 485 shares; 2025Q1: 485 shares; 2025Q2: 485 shares; 2025Q3: 485 shares; 2025Q4: 485 shares 485$22.6K<0.01%0Timeline
VTWOVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 42 shares; 2024Q3: 42 shares; 2024Q4: 86 shares; 2025Q1: 93 shares; 2025Q2: 86 shares; 2025Q3: 227 shares; 2025Q4: 227 shares 227$22.6K<0.01%0Timeline
KYNKAYNE ANDERSON ENERGY INFRSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,823 shares 1,823$22.6K<0.01%0Timeline
MNSTMONSTER BEVERAGE CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 145 shares; 2024Q3: 49 shares; 2024Q4: 49 shares; 2025Q1: 25 shares; 2025Q2: 49 shares; 2025Q3: 294 shares; 2025Q4: 294 shares 294$22.5K<0.01%0Timeline
ITDCISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 501 shares; 2025Q1: 989 shares; 2025Q2: 501 shares; 2025Q3: 676 shares; 2025Q4: 662 shares 662$22.5K<0.01%-14Timeline
MNSOMINISO GROUP HLDG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,188 shares 1,188$22.3K<0.01%-229Timeline
STMSTMICROELECTRONICS N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 446 shares; 2024Q3: 446 shares; 2024Q4: 446 shares; 2025Q1: 446 shares; 2025Q2: 446 shares; 2025Q3: 856 shares; 2025Q4: 856 shares 856$22.2K<0.01%0Timeline
CRDOCREDO TECHNOLOGY GROUP HOLDIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 149 shares; 2024Q4: 149 shares; 2025Q1: 149 shares; 2025Q2: 149 shares; 2025Q3: 154 shares; 2025Q4: 154 shares 154$22.2K<0.01%0Timeline
ARKKARK ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 202 shares; 2024Q3: 187 shares; 2024Q4: 143 shares; 2025Q1: 280 shares; 2025Q2: 143 shares; 2025Q3: 1,014 shares; 2025Q4: 288 shares 288$22.2K<0.01%-726Timeline
HLTHILTON WORLDWIDE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 63 shares; 2024Q3: 92 shares; 2024Q4: 96 shares; 2025Q1: 83 shares; 2025Q2: 96 shares; 2025Q3: 77 shares; 2025Q4: 77 shares 77$22.1K<0.01%0Timeline
SNYSANOFI SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 434 shares; 2024Q3: 747 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 455 shares; 2025Q4: 455 shares 455$22K<0.01%0Timeline
XYLXYLEM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14 shares; 2025Q4: 160 shares 160$21.8K<0.01%+146Timeline
AIGAMERICAN INTL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 105 shares; 2024Q3: 105 shares; 2024Q4: 105 shares; 2025Q1: not reported; 2025Q2: 105 shares; 2025Q3: 289 shares; 2025Q4: 253 shares 253$21.6K<0.01%-36Timeline
IBDTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,000 shares; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 850 shares 850$21.6K<0.01%-150Timeline
WYFIWHITEFIBER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,365 shares 1,365$21.6K<0.01%newTimeline
MTZMASTEC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 99 shares; 2024Q3: 99 shares; 2024Q4: 99 shares; 2025Q1: 99 shares; 2025Q2: 99 shares; 2025Q3: 99 shares; 2025Q4: 99 shares 99$21.5K<0.01%0Timeline
FIGFIGMA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 575 shares; 2025Q4: 575 shares 575$21.5K<0.01%0Timeline
EXREXTRA SPACE STORAGE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 617 shares; 2024Q3: 118 shares; 2024Q4: 118 shares; 2025Q1: 119 shares; 2025Q2: 119 shares; 2025Q3: 136 shares; 2025Q4: 165 shares 165$21.4K<0.01%+29Timeline
ABNBAIRBNB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,169 shares; 2024Q3: 227 shares; 2024Q4: 44 shares; 2025Q1: 153 shares; 2025Q2: 44 shares; 2025Q3: 219 shares; 2025Q4: 158 shares 158$21.4K<0.01%-61Timeline
DIALCOLUMBIA ETF TR IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,394 shares; 2025Q4: 1,164 shares 1,164$21.4K<0.01%-230Timeline
TEAMATLASSIAN CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 220 shares; 2024Q3: 130 shares; 2024Q4: 112 shares; 2025Q1: 112 shares; 2025Q2: 112 shares; 2025Q3: 77 shares; 2025Q4: 131 shares 131$21.2K<0.01%+54Timeline
VCSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 307 shares; 2024Q3: 308 shares; 2024Q4: 310 shares; 2025Q1: 94 shares; 2025Q2: 94 shares; 2025Q3: 96 shares; 2025Q4: 261 shares 261$20.8K<0.01%+165Timeline
MXIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 269 shares; 2024Q3: 269 shares; 2024Q4: 272 shares; 2025Q1: 272 shares; 2025Q2: 272 shares; 2025Q3: 213 shares; 2025Q4: 215 shares 215$20.8K<0.01%+2Timeline
XLGINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 210 shares; 2025Q2: not reported; 2025Q3: 350 shares; 2025Q4: 350 shares 350$20.7K<0.01%0Timeline
ITDBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 425 shares; 2024Q3: 425 shares; 2024Q4: 629 shares; 2025Q1: 629 shares; 2025Q2: 629 shares; 2025Q3: 629 shares; 2025Q4: 629 shares 629$20.7K<0.01%0Timeline
BRBROADRIDGE FINL SOLUTIONS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 82 shares; 2024Q3: 82 shares; 2024Q4: 82 shares; 2025Q1: 99 shares; 2025Q2: 82 shares; 2025Q3: 91 shares; 2025Q4: 91 shares 91$20.3K<0.01%0Timeline
BAUGINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 22,876 shares; 2024Q3: 22,016 shares; 2024Q4: 22,016 shares; 2025Q1: 3,406 shares; 2025Q2: 22,016 shares; 2025Q3: 3,406 shares; 2025Q4: 406 shares 406$20.3K<0.01%-3,000Timeline
PRCTPROCEPT BIOROBOTICS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 644 shares; 2025Q4: 644 shares 644$20.3K<0.01%0Timeline
FOXAFOX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 276 shares; 2025Q4: 276 shares 276$20.2K<0.01%0Timeline
FGSIFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,000 shares 1,000$20.1K<0.01%newTimeline
AOAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 224 shares 224$20.1K<0.01%newTimeline
HHYATT HOTELS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 23 shares; 2024Q4: 23 shares; 2025Q1: 148 shares; 2025Q2: 23 shares; 2025Q3: 125 shares; 2025Q4: 125 shares 125$20K<0.01%0Timeline
FIDIFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 110 shares; 2024Q3: 110 shares; 2024Q4: 110 shares; 2025Q1: 110 shares; 2025Q2: 110 shares; 2025Q3: 769 shares; 2025Q4: 772 shares 772$20K<0.01%+3Timeline
CNICANADIAN NATL RY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 3,075 shares; 2024Q3: 3,075 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares 200$19.8K<0.01%0Timeline
VOEVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 280 shares; 2024Q3: 281 shares; 2024Q4: 281 shares; 2025Q1: 11 shares; 2025Q2: 281 shares; 2025Q3: 111 shares; 2025Q4: 111 shares 111$19.7K<0.01%0Timeline
VMIVALMONT INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 121 shares; 2024Q4: 110 shares; 2025Q1: 110 shares; 2025Q2: 110 shares; 2025Q3: 111 shares; 2025Q4: 49 shares 49$19.7K<0.01%-62Timeline
FWRGFIRST WATCH RESTAURANT GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,301 shares 1,301$19.6K<0.01%-441Timeline
BITBLACKROCK MULTI SECTOR INC TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,500 shares; 2025Q2: not reported; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares 1,500$19.6K<0.01%0Timeline
IDCCINTERDIGITAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 61 shares; 2025Q4: 61 shares 61$19.4K<0.01%0Timeline
IEVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 283 shares; 2024Q3: 283 shares; 2024Q4: 283 shares; 2025Q1: 12,533 shares; 2025Q2: 283 shares; 2025Q3: 283 shares; 2025Q4: 283 shares 283$19.4K<0.01%0Timeline
KHCKRAFT HEINZ COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 800 shares 800$19.4K<0.01%-652Timeline
CIONCION INVT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 2,000 shares 2,000$19.3K<0.01%0Timeline
QBTSD-WAVE QUANTUM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 417 shares; 2025Q4: 739 shares 739$19.3K<0.01%+322Timeline
CPNGCOUPANG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 818 shares; 2025Q4: 818 shares 818$19.3K<0.01%0Timeline
DECKDECKERS OUTDOOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 273 shares; 2024Q3: 1,830 shares; 2024Q4: 2,446 shares; 2025Q1: 2,328 shares; 2025Q2: 2,446 shares; 2025Q3: 149 shares; 2025Q4: 186 shares 186$19.3K<0.01%+37Timeline
SILASILA REALTY TRUST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 822 shares 822$19.2K<0.01%+13Timeline
ROKUROKU INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 423 shares; 2024Q3: 273 shares; 2024Q4: 273 shares; 2025Q1: 273 shares; 2025Q2: 273 shares; 2025Q3: 179 shares; 2025Q4: 176 shares 176$19.1K<0.01%-3Timeline
AESAES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 776 shares; 2025Q1: 776 shares; 2025Q2: 776 shares; 2025Q3: 1,330 shares; 2025Q4: 1,330 shares 1,330$19.1K<0.01%0Timeline
ACLSAXCELIS TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 225 shares; 2025Q4: 237 shares 237$19K<0.01%+12Timeline
BNBROOKFIELD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 275 shares; 2024Q4: 726 shares; 2025Q1: 275 shares; 2025Q2: 726 shares; 2025Q3: 275 shares; 2025Q4: 412 shares 412$18.9K<0.01%+137Timeline
MLCOMELCO RESORTS AND ENTMNT LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 2,491 shares 2,491$18.9K<0.01%-465Timeline
BDECINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,979 shares; 2024Q3: 2,979 shares; 2024Q4: 2,979 shares; 2025Q1: 379 shares; 2025Q2: 2,979 shares; 2025Q3: 379 shares; 2025Q4: 379 shares 379$18.8K<0.01%0Timeline
SYFSYNCHRONY FINANCIALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 38 shares; 2024Q3: 38 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 225 shares; 2025Q4: 225 shares 225$18.8K<0.01%0Timeline
SPIBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 555 shares 555$18.8K<0.01%0Timeline
QBUFINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 200 shares; 2024Q4: 1,000 shares; 2025Q1: 173 shares; 2025Q2: 1,000 shares; 2025Q3: 708 shares; 2025Q4: 639 shares 639$18.7K<0.01%-69Timeline
NPOENPRO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 87 shares; 2024Q3: 87 shares; 2024Q4: 87 shares; 2025Q1: 87 shares; 2025Q2: 87 shares; 2025Q3: 87 shares; 2025Q4: 87 shares 87$18.6K<0.01%0Timeline
DTEDTE ENERGY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 144 shares; 2025Q4: 144 shares 144$18.6K<0.01%0Timeline
IVVDINVIVYD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,500 shares; 2025Q4: 7,500 shares 7,500$18.5K<0.01%0Timeline
CUBECUBESMARTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,585 shares; 2024Q3: 767 shares; 2024Q4: 768 shares; 2025Q1: 769 shares; 2025Q2: 768 shares; 2025Q3: 467 shares; 2025Q4: 514 shares 514$18.5K<0.01%+47Timeline
NXTGFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 272 shares; 2024Q3: 274 shares; 2024Q4: 182 shares; 2025Q1: 155 shares; 2025Q2: 183 shares; 2025Q3: 171 shares; 2025Q4: 171 shares 171$18.5K<0.01%0Timeline
PJANINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 20,592 shares; 2024Q3: 20,045 shares; 2024Q4: 17,845 shares; 2025Q1: 4,870 shares; 2025Q2: 17,845 shares; 2025Q3: 1,640 shares; 2025Q4: 390 shares 390$18.3K<0.01%-1,250Timeline
SCZISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 25 shares; 2024Q3: 25 shares; 2024Q4: 25 shares; 2025Q1: not reported; 2025Q2: 25 shares; 2025Q3: 232 shares; 2025Q4: 236 shares 236$18.3K<0.01%+4Timeline
XARSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 75 shares; 2024Q3: 75 shares; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 75 shares 75$18.1K<0.01%0Timeline
IYZISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 100 shares; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 530 shares; 2025Q4: 532 shares 532$18K<0.01%+2Timeline
IBUFINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 615 shares; 2025Q4: 615 shares 615$18K<0.01%0Timeline
EGOELDORADO GOLD CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 500 shares 500$18K<0.01%newTimeline
HIIHUNTINGTON INGALLS INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 928 shares; 2024Q3: 1,203 shares; 2024Q4: 1,242 shares; 2025Q1: 195 shares; 2025Q2: 1,242 shares; 2025Q3: 140 shares; 2025Q4: 52 shares 52$17.8K<0.01%-88Timeline
TERTERADYNE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20 shares; 2025Q2: not reported; 2025Q3: 150 shares; 2025Q4: 92 shares 92$17.8K<0.01%-58Timeline
OTISOTIS WORLDWIDE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 66 shares; 2024Q3: 115 shares; 2024Q4: 115 shares; 2025Q1: 130 shares; 2025Q2: 115 shares; 2025Q3: 223 shares; 2025Q4: 203 shares 203$17.7K<0.01%-20Timeline
QPXADVISORSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 676 shares; 2024Q3: 672 shares; 2024Q4: 653 shares; 2025Q1: 653 shares; 2025Q2: 653 shares; 2025Q3: 397 shares; 2025Q4: 397 shares 397$17.7K<0.01%0Timeline
QCAPFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 450 shares; 2024Q3: 450 shares; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 1,010 shares; 2025Q4: 735 shares 735$17.4K<0.01%-275Timeline
DLNWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 192 shares; 2024Q3: 193 shares; 2024Q4: 194 shares; 2025Q1: 194 shares; 2025Q2: 194 shares; 2025Q3: 196 shares; 2025Q4: 198 shares 198$17.4K<0.01%+2Timeline
ACVVIRTUS DIVERSIFIED INCM & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 660 shares; 2024Q3: 660 shares; 2024Q4: 660 shares; 2025Q1: 660 shares; 2025Q2: 660 shares; 2025Q3: 660 shares; 2025Q4: 660 shares 660$17.4K<0.01%0Timeline
ESEVERSOURCE ENERGYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 45 shares; 2024Q3: 46 shares; 2024Q4: 46 shares; 2025Q1: 46 shares; 2025Q2: 46 shares; 2025Q3: 229 shares; 2025Q4: 257 shares 257$17.3K<0.01%+28Timeline
BLOKAMPLIFY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 313 shares; 2024Q3: 313 shares; 2024Q4: 313 shares; 2025Q1: 301 shares; 2025Q2: 313 shares; 2025Q3: 301 shares; 2025Q4: 301 shares 301$17.1K<0.01%0Timeline
DOUGDOUGLAS ELLIMAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 7,199 shares 7,199$17.1K<0.01%+5Timeline
PODDINSULET CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 170 shares; 2024Q3: 21 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 61 shares; 2025Q4: 60 shares 60$17.1K<0.01%-1Timeline
FDNFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,859 shares; 2024Q3: 578 shares; 2024Q4: 124 shares; 2025Q1: 124 shares; 2025Q2: 124 shares; 2025Q3: 69 shares; 2025Q4: 63 shares 63$17K<0.01%-6Timeline
FXNFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,030 shares 1,030$17K<0.01%-1,164Timeline
FXUFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 317 shares; 2024Q3: 318 shares; 2024Q4: 318 shares; 2025Q1: 319 shares; 2025Q2: 319 shares; 2025Q3: 374 shares; 2025Q4: 374 shares 374$16.8K<0.01%0Timeline
KGSKODIAK GAS SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 700 shares; 2024Q3: 700 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 450 shares 450$16.8K<0.01%-250Timeline
IRINGERSOLL RAND INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 180 shares; 2024Q3: 239 shares; 2024Q4: 204 shares; 2025Q1: 175 shares; 2025Q2: 204 shares; 2025Q3: 162 shares; 2025Q4: 212 shares 212$16.8K<0.01%+50Timeline
MOATVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 162 shares; 2025Q4: 162 shares 162$16.8K<0.01%0Timeline
PEYINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 196 shares; 2024Q3: 197 shares; 2024Q4: 198 shares; 2025Q1: 546 shares; 2025Q2: 198 shares; 2025Q3: 822 shares; 2025Q4: 822 shares 822$16.8K<0.01%0Timeline
ARKQARK ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 146 shares; 2024Q3: 146 shares; 2024Q4: 146 shares; 2025Q1: 146 shares; 2025Q2: 146 shares; 2025Q3: 146 shares; 2025Q4: 146 shares 146$16.7K<0.01%0Timeline
FFSMFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1 shares; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: not reported; 2025Q2: 1 shares; 2025Q3: 45 shares; 2025Q4: 545 shares 545$16.7K<0.01%+500Timeline
RHRHQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 10 shares; 2024Q3: 10 shares; 2024Q4: 79 shares; 2025Q1: 79 shares; 2025Q2: 79 shares; 2025Q3: 93 shares; 2025Q4: 93 shares 93$16.7K<0.01%0Timeline
FBTFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 249 shares; 2024Q3: 196 shares; 2024Q4: 90 shares; 2025Q1: 85 shares; 2025Q2: 90 shares; 2025Q3: 81 shares; 2025Q4: 81 shares 81$16.7K<0.01%0Timeline
DASHDOORDASH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 54 shares; 2025Q1: 34 shares; 2025Q2: 54 shares; 2025Q3: 121 shares; 2025Q4: 73 shares 73$16.5K<0.01%-48Timeline
CRPTFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,100 shares 1,100$16.5K<0.01%0Timeline
HPEHEWLETT PACKARD ENTERPRISE CQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 484 shares; 2024Q3: 432 shares; 2024Q4: 433 shares; 2025Q1: 224 shares; 2025Q2: 433 shares; 2025Q3: 528 shares; 2025Q4: 686 shares 686$16.5K<0.01%+158Timeline
CHECHEMED CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 53 shares; 2025Q2: not reported; 2025Q3: 38 shares; 2025Q4: 38 shares 38$16.3K<0.01%0Timeline
SCHHSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 631 shares; 2024Q3: 632 shares; 2024Q4: 202 shares; 2025Q1: 860 shares; 2025Q2: 202 shares; 2025Q3: 775 shares; 2025Q4: 775 shares 775$16.2K<0.01%0Timeline
GWWWW GRAINGER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 78 shares; 2024Q3: 13 shares; 2024Q4: 13 shares; 2025Q1: 13 shares; 2025Q2: 13 shares; 2025Q3: 15 shares; 2025Q4: 16 shares 16$16.1K<0.01%+1Timeline
XTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 200 shares; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 300 shares; 2025Q2: 200 shares; 2025Q3: 231 shares; 2025Q4: 231 shares 231$16.1K<0.01%0Timeline
KEYSKEYSIGHT TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 79 shares; 2024Q3: 79 shares; 2024Q4: 270 shares; 2025Q1: 79 shares; 2025Q2: 270 shares; 2025Q3: 79 shares; 2025Q4: 79 shares 79$16.1K<0.01%0Timeline
FNVFRANCO NEV CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 412 shares; 2024Q3: 414 shares; 2024Q4: 416 shares; 2025Q1: 417 shares; 2025Q2: 416 shares; 2025Q3: 87 shares; 2025Q4: 77 shares 77$16K<0.01%-10Timeline
DGXQUEST DIAGNOSTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 295 shares; 2024Q3: 295 shares; 2024Q4: 57 shares; 2025Q1: not reported; 2025Q2: 57 shares; 2025Q3: 92 shares; 2025Q4: 92 shares 92$16K<0.01%0Timeline
IBNDSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 494 shares; 2024Q3: 494 shares; 2024Q4: 494 shares; 2025Q1: 494 shares; 2025Q2: 494 shares; 2025Q3: 494 shares; 2025Q4: 494 shares 494$15.9K<0.01%0Timeline
JBHTHUNT J B TRANS SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 50 shares; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 105 shares; 2025Q4: 81 shares 81$15.7K<0.01%-24Timeline
CGXUCAPITAL GROUP INTL FOCUS EQTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 532 shares; 2025Q4: 532 shares 532$15.7K<0.01%0Timeline
CCCHEMOURS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,333 shares 1,333$15.7K<0.01%0Timeline
KRESPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 240 shares 240$15.6K<0.01%+1Timeline
PSCTINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 273 shares; 2024Q3: 273 shares; 2024Q4: 273 shares; 2025Q1: 273 shares; 2025Q2: 273 shares; 2025Q3: 273 shares; 2025Q4: 273 shares 273$15.5K<0.01%0Timeline
MFCMANULIFE FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 50 shares; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 426 shares; 2025Q4: 426 shares 426$15.5K<0.01%0Timeline
BGRBLACKROCK ENERGY & RES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,135 shares 1,135$15.4K<0.01%+24Timeline
FNDXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 564 shares 564$15.3K<0.01%newTimeline
MFDXPIMCO EQUITY SERQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 539 shares; 2025Q1: 539 shares; 2025Q2: 539 shares; 2025Q3: 398 shares; 2025Q4: 398 shares 398$15.3K<0.01%0Timeline
GRMNGARMIN LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 75 shares; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 85 shares; 2025Q4: 75 shares 75$15.2K<0.01%-10Timeline
BKSYBLACKSKY TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 7 shares; 2024Q4: 7 shares; 2025Q1: not reported; 2025Q2: 7 shares; 2025Q3: 810 shares; 2025Q4: 810 shares 810$15.2K<0.01%0Timeline
MPLXMPLX LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 280 shares; 2025Q4: 284 shares 284$15.2K<0.01%+4Timeline
SUPNSUPERNUS PHARMACEUTICALSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 288 shares; 2024Q3: 288 shares; 2024Q4: 288 shares; 2025Q1: 288 shares; 2025Q2: 288 shares; 2025Q3: 304 shares; 2025Q4: 304 shares 304$15.1K<0.01%0Timeline
ESGUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 694 shares; 2024Q3: 694 shares; 2024Q4: 685 shares; 2025Q1: 80 shares; 2025Q2: 685 shares; 2025Q3: 92 shares; 2025Q4: 101 shares 101$15K<0.01%+9Timeline
CPKCHESAPEAKE UTILS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 116 shares; 2024Q4: 117 shares; 2025Q1: 117 shares; 2025Q2: 117 shares; 2025Q3: 119 shares; 2025Q4: 119 shares 119$14.9K<0.01%0Timeline
CDECOEUR MNG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 564 shares; 2025Q4: 834 shares 834$14.9K<0.01%+270Timeline
TIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 10,996 shares; 2024Q3: 8,695 shares; 2024Q4: 1,890 shares; 2025Q1: 829 shares; 2025Q2: 1,743 shares; 2025Q3: 2,047 shares; 2025Q4: 135 shares 135$14.9K<0.01%-1,912Timeline
DSLDOUBLELINE INCOME SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,272 shares; 2025Q4: 1,309 shares 1,309$14.8K<0.01%+37Timeline
NXHNEIGHBORHOOD INTELLIGENCE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 2,702 shares 2,702$14.8K<0.01%-256Timeline
GSKGSK PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 409 shares; 2024Q3: 711 shares; 2024Q4: 474 shares; 2025Q1: 284 shares; 2025Q2: 412 shares; 2025Q3: 300 shares; 2025Q4: 300 shares 300$14.7K<0.01%0Timeline
EWYISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 11,021 shares; 2024Q3: 10,434 shares; 2024Q4: 5,287 shares; 2025Q1: 5,122 shares; 2025Q2: 5,287 shares; 2025Q3: 1,190 shares; 2025Q4: 151 shares 151$14.7K<0.01%-1,039Timeline
NNNNNN REIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 305 shares; 2024Q3: 402 shares; 2024Q4: 305 shares; 2025Q1: 305 shares; 2025Q2: 305 shares; 2025Q3: 425 shares; 2025Q4: 368 shares 368$14.6K<0.01%-57Timeline
USAUU S GOLD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 550 shares; 2025Q4: 750 shares 750$14.6K<0.01%+200Timeline
STIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 194 shares; 2024Q3: 194 shares; 2024Q4: 194 shares; 2025Q1: 141 shares; 2025Q2: 194 shares; 2025Q3: 141 shares; 2025Q4: 141 shares 141$14.4K<0.01%0Timeline
AOKISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 282 shares; 2024Q3: 298 shares; 2024Q4: 315 shares; 2025Q1: 646 shares; 2025Q2: 315 shares; 2025Q3: 369 shares; 2025Q4: 358 shares 358$14.4K<0.01%-11Timeline
TFISPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 313 shares; 2024Q3: 313 shares; 2024Q4: 313 shares; 2025Q1: 313 shares; 2025Q2: 313 shares; 2025Q3: 313 shares; 2025Q4: 313 shares 313$14.3K<0.01%0Timeline
CPRICAPRI HOLDINGS LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 981 shares; 2024Q4: 981 shares; 2025Q1: 981 shares; 2025Q2: 981 shares; 2025Q3: 586 shares; 2025Q4: 586 shares 586$14.3K<0.01%0Timeline
SYYSYSCO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 432 shares; 2024Q3: 68 shares; 2024Q4: 68 shares; 2025Q1: 68 shares; 2025Q2: 68 shares; 2025Q3: 134 shares; 2025Q4: 194 shares 194$14.3K<0.01%+60Timeline
FLNCFLUENCE ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 82 shares; 2025Q4: 719 shares 719$14.2K<0.01%+637Timeline
CLOUGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 749 shares; 2024Q3: 749 shares; 2024Q4: 640 shares; 2025Q1: 627 shares; 2025Q2: 640 shares; 2025Q3: 627 shares; 2025Q4: 627 shares 627$14.2K<0.01%0Timeline
GNRCGENERAC HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 203 shares; 2024Q3: 103 shares; 2024Q4: 103 shares; 2025Q1: 102 shares; 2025Q2: 103 shares; 2025Q3: 104 shares; 2025Q4: 104 shares 104$14.2K<0.01%0Timeline
FYTFIRST TR EXCHANGE-TRADED ALPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 250 shares; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares 250$14.2K<0.01%0Timeline
ALABASTERA LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 67 shares; 2025Q4: 85 shares 85$14.1K<0.01%+18Timeline
EWZSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,091 shares; 2025Q4: 1,091 shares 1,091$14.1K<0.01%0Timeline
SCHPSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,453 shares; 2024Q3: 1,456 shares; 2024Q4: 2,302 shares; 2025Q1: 550 shares; 2025Q2: 2,302 shares; 2025Q3: 524 shares; 2025Q4: 524 shares 524$13.9K<0.01%0Timeline
COHRCOHERENT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 150 shares; 2025Q4: 75 shares 75$13.8K<0.01%-75Timeline
HIMSHIMS & HERS HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 100 shares; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 1,700 shares; 2025Q2: 600 shares; 2025Q3: 355 shares; 2025Q4: 425 shares 425$13.8K<0.01%+70Timeline
SEMICOLUMBIA ETF TR IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 250 shares; 2025Q2: not reported; 2025Q3: 450 shares; 2025Q4: 450 shares 450$13.8K<0.01%0Timeline
AONAON PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 7 shares; 2024Q3: 24 shares; 2024Q4: 24 shares; 2025Q1: 23 shares; 2025Q2: 24 shares; 2025Q3: 23 shares; 2025Q4: 39 shares 39$13.8K<0.01%+16Timeline
PJTPJT PARTNERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 7 shares; 2024Q3: 8 shares; 2024Q4: 7 shares; 2025Q1: 82 shares; 2025Q2: 7 shares; 2025Q3: 82 shares; 2025Q4: 82 shares 82$13.7K<0.01%0Timeline
BDJBLACKROCK ENHANCED EQUITY DIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 19,694 shares; 2024Q3: 21,134 shares; 2024Q4: 22,134 shares; 2025Q1: 8,740 shares; 2025Q2: 22,134 shares; 2025Q3: 8,740 shares; 2025Q4: 1,440 shares 1,440$13.7K<0.01%-7,300Timeline
DFSVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 415 shares; 2025Q4: 415 shares 415$13.6K<0.01%0Timeline
IRMIRON MTN INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 521 shares; 2024Q3: 864 shares; 2024Q4: 360 shares; 2025Q1: 196 shares; 2025Q2: 360 shares; 2025Q3: 172 shares; 2025Q4: 164 shares 164$13.6K<0.01%-8Timeline
WASHWASHINGTON TR BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 450 shares; 2025Q2: not reported; 2025Q3: 468 shares; 2025Q4: 460 shares 460$13.6K<0.01%-8Timeline
BIDDBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 433 shares; 2025Q1: 433 shares; 2025Q2: 433 shares; 2025Q3: 462 shares; 2025Q4: 468 shares 468$13.5K<0.01%+6Timeline
EDUNEW ORIENTAL ED & TECHNOLOGYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 242 shares; 2024Q3: 243 shares; 2024Q4: 243 shares; 2025Q1: 243 shares; 2025Q2: 243 shares; 2025Q3: 243 shares; 2025Q4: 243 shares 243$13.4K<0.01%0Timeline
FDCFFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 278 shares; 2025Q4: 278 shares 278$13.4K<0.01%0Timeline
QDFFLEXSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 160 shares; 2024Q3: 161 shares; 2024Q4: 162 shares; 2025Q1: 162 shares; 2025Q2: 162 shares; 2025Q3: 164 shares; 2025Q4: 165 shares 165$13.3K<0.01%+1Timeline
CFGCITIZENS FINL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 227 shares; 2025Q4: 227 shares 227$13.3K<0.01%0Timeline
RELXRELX PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 327 shares; 2024Q3: 327 shares; 2024Q4: 327 shares; 2025Q1: 327 shares; 2025Q2: 327 shares; 2025Q3: 327 shares; 2025Q4: 327 shares 327$13.2K<0.01%0Timeline
UTHRUNITED THERAPEUTICS CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 20 shares; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 27 shares 27$13.2K<0.01%+7Timeline
AEHRAEHR TEST SYSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 900 shares; 2025Q4: 650 shares 650$13.1K<0.01%-250Timeline
MTCHMATCH GROUP INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 538 shares; 2024Q3: 458 shares; 2024Q4: 458 shares; 2025Q1: 459 shares; 2025Q2: 458 shares; 2025Q3: 531 shares; 2025Q4: 405 shares 405$13.1K<0.01%-126Timeline
CSLCARLISLE COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 37 shares; 2024Q3: 42 shares; 2024Q4: 37 shares; 2025Q1: 38 shares; 2025Q2: 37 shares; 2025Q3: 40 shares; 2025Q4: 41 shares 41$13.1K<0.01%+1Timeline
AAGILENT TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 45 shares; 2024Q3: 30 shares; 2024Q4: 222 shares; 2025Q1: 30 shares; 2025Q2: 222 shares; 2025Q3: 116 shares; 2025Q4: 96 shares 96$13.1K<0.01%-20Timeline
EIXEDISON INTLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 96 shares; 2025Q4: 217 shares 217$13K<0.01%+121Timeline
CCEPCOCA-COLA EUROPACIFIC PARTNEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 143 shares; 2025Q4: 143 shares 143$13K<0.01%0Timeline
TCHPT ROWE PRICE EXCHANGE-TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 260 shares 260$13K<0.01%newTimeline
VCITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 21 shares; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 154 shares 154$12.9K<0.01%+153Timeline
FEFIRSTENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 271 shares; 2024Q3: 112 shares; 2024Q4: 112 shares; 2025Q1: 112 shares; 2025Q2: 112 shares; 2025Q3: 288 shares; 2025Q4: 288 shares 288$12.9K<0.01%0Timeline
INSMINSMED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 74 shares; 2025Q4: 74 shares 74$12.9K<0.01%0Timeline
LWLAMB WESTON HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 594 shares; 2024Q3: 594 shares; 2024Q4: 537 shares; 2025Q1: 537 shares; 2025Q2: 537 shares; 2025Q3: 307 shares; 2025Q4: 307 shares 307$12.9K<0.01%0Timeline
SUSUNCOR ENERGY INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 86 shares; 2024Q3: 86 shares; 2024Q4: 50 shares; 2025Q1: not reported; 2025Q2: 50 shares; 2025Q3: 333 shares; 2025Q4: 290 shares 290$12.8K<0.01%-43Timeline
BAHBOOZ ALLEN HAMILTON HLDG CORQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 958 shares; 2024Q3: 1,358 shares; 2024Q4: 1,426 shares; 2025Q1: 1,186 shares; 2025Q2: 1,426 shares; 2025Q3: 996 shares; 2025Q4: 151 shares 151$12.8K<0.01%-845Timeline
EGUSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 142 shares; 2025Q4: 240 shares 240$12.7K<0.01%+98Timeline
GPKGRAPHIC PACKAGING HLDG COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 840 shares; 2025Q2: not reported; 2025Q3: 840 shares; 2025Q4: 840 shares 840$12.7K<0.01%0Timeline
IEFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,577 shares; 2024Q3: 2,559 shares; 2024Q4: 301 shares; 2025Q1: 302 shares; 2025Q2: 301 shares; 2025Q3: 1,418 shares; 2025Q4: 132 shares 132$12.7K<0.01%-1,286Timeline
APTVAPTIV PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 165 shares; 2025Q4: 165 shares 165$12.6K<0.01%0Timeline
NGGNATIONAL GRID PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 3 shares; 2024Q3: 281 shares; 2024Q4: 278 shares; 2025Q1: 283 shares; 2025Q2: 278 shares; 2025Q3: 307 shares; 2025Q4: 162 shares 162$12.5K<0.01%-145Timeline
MTRNMATERION CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 100 shares; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares 100$12.4K<0.01%0Timeline
REGNREGENERON PHARMACEUTICALSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 37 shares; 2024Q3: 40 shares; 2024Q4: 40 shares; 2025Q1: 30 shares; 2025Q2: 37 shares; 2025Q3: 14 shares; 2025Q4: 16 shares 16$12.4K<0.01%+2Timeline
CLMCORNERSTONE STRATEGIC INVESTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,463 shares 1,463$12.2K<0.01%+76Timeline
UIUBIQUITI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 5 shares; 2024Q3: 8 shares; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: 8 shares; 2025Q3: 10 shares; 2025Q4: 22 shares 22$12.2K<0.01%+12Timeline
IWNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 120 shares; 2024Q3: 150 shares; 2024Q4: 37 shares; 2025Q1: 67 shares; 2025Q2: 37 shares; 2025Q3: 67 shares; 2025Q4: 67 shares 67$12.1K<0.01%0Timeline
ITDIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 30 shares; 2025Q1: 218 shares; 2025Q2: 30 shares; 2025Q3: 397 shares; 2025Q4: 322 shares 322$12.1K<0.01%-75Timeline
SUNSUNOCO LP/SUNOCO FIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,081 shares; 2024Q3: 1,081 shares; 2024Q4: 231 shares; 2025Q1: 231 shares; 2025Q2: 231 shares; 2025Q3: 231 shares; 2025Q4: 231 shares 231$12.1K<0.01%0Timeline
FEPFIRST TR EXCH TRD ALPHDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 281 shares; 2024Q3: 291 shares; 2024Q4: 291 shares; 2025Q1: 216 shares; 2025Q2: 293 shares; 2025Q3: 221 shares; 2025Q4: 223 shares 223$12K<0.01%+2Timeline
FYBRFRONTIER COMMUNICATIONS PAREQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 314 shares 314$12K<0.01%+13Timeline
COWZPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 692 shares; 2024Q3: 692 shares; 2024Q4: 1,294 shares; 2025Q1: 325 shares; 2025Q2: 1,294 shares; 2025Q3: 3,498 shares; 2025Q4: 198 shares 198$11.9K<0.01%-3,300Timeline
PTLOPORTILLOS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 2,623 shares 2,623$11.9K<0.01%+73Timeline
TCBITEXAS CAP BANCSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 100 shares; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 131 shares; 2025Q4: 131 shares 131$11.9K<0.01%0Timeline
AGFIRST MAJESTIC SILVER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 400 shares; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 710 shares; 2025Q4: 710 shares 710$11.8K<0.01%0Timeline
LMBSFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,157 shares; 2024Q3: 1,159 shares; 2024Q4: 603 shares; 2025Q1: 283 shares; 2025Q2: 604 shares; 2025Q3: 264 shares; 2025Q4: 236 shares 236$11.8K<0.01%-28Timeline
HPQHP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,665 shares; 2024Q3: 1,921 shares; 2024Q4: 543 shares; 2025Q1: 527 shares; 2025Q2: 543 shares; 2025Q3: 529 shares; 2025Q4: 529 shares 529$11.8K<0.01%0Timeline
MDYVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 311 shares; 2024Q3: 311 shares; 2024Q4: 311 shares; 2025Q1: 138 shares; 2025Q2: 311 shares; 2025Q3: 138 shares; 2025Q4: 138 shares 138$11.7K<0.01%0Timeline
XBISPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 94 shares; 2024Q3: 94 shares; 2024Q4: 94 shares; 2025Q1: 94 shares; 2025Q2: 94 shares; 2025Q3: 95 shares; 2025Q4: 95 shares 95$11.6K<0.01%0Timeline
FORMFORMFACTOR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 138 shares; 2025Q4: 208 shares 208$11.6K<0.01%+70Timeline
KIOKKR INCOME OPPORTUNITIES FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000$11.6K<0.01%0Timeline
RCATRED CAT HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 911 shares; 2025Q1: 1,611 shares; 2025Q2: 911 shares; 2025Q3: 1,461 shares; 2025Q4: 1,461 shares 1,461$11.6K<0.01%0Timeline
BRSPBRIGHTSPIRE CAPITAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 2,067 shares 2,067$11.6K<0.01%-4Timeline
EIPIFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 581 shares; 2025Q1: 581 shares; 2025Q2: 581 shares; 2025Q3: 581 shares; 2025Q4: 581 shares 581$11.5K<0.01%0Timeline
URNMSPROTT FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 200 shares; 2025Q4: 206 shares 206$11.3K<0.01%+6Timeline
FUNSIX FLAGS ENTERTAINMENT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 5 shares; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: not reported; 2025Q2: 5 shares; 2025Q3: not reported; 2025Q4: 735 shares 735$11.3K<0.01%newTimeline
GSEUGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 480 shares; 2025Q4: 240 shares 240$11K<0.01%-240Timeline
MOSMOSAIC COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 514 shares; 2025Q4: 454 shares 454$10.9K<0.01%-60Timeline
STLASTELLANTIS N.VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 5,000 shares; 2025Q1: 1,000 shares; 2025Q2: 5,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000$10.9K<0.01%0Timeline
MPWRMONOLITHIC PWR SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 10 shares; 2024Q3: 16 shares; 2024Q4: 16 shares; 2025Q1: 12 shares; 2025Q2: 16 shares; 2025Q3: 12 shares; 2025Q4: 12 shares 12$10.9K<0.01%0Timeline
KDKYNDRYL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 123 shares; 2024Q3: 123 shares; 2024Q4: 123 shares; 2025Q1: 273 shares; 2025Q2: 123 shares; 2025Q3: 372 shares; 2025Q4: 408 shares 408$10.8K<0.01%+36Timeline
RPRXROYALTY PHARMA PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25 shares; 2025Q2: not reported; 2025Q3: 280 shares; 2025Q4: 280 shares 280$10.8K<0.01%0Timeline
REFICHICAGO ATLANTIC REAL ESTATEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 879 shares; 2025Q4: 879 shares 879$10.8K<0.01%0Timeline
MNKDMANNKIND CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,900 shares; 2025Q4: 1,900 shares 1,900$10.8K<0.01%0Timeline
SUSAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,739 shares; 2024Q3: 1,718 shares; 2024Q4: 1,714 shares; 2025Q1: 65 shares; 2025Q2: 1,714 shares; 2025Q3: 73 shares; 2025Q4: 77 shares 77$10.7K<0.01%+4Timeline
IHDGWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 213 shares; 2024Q3: 213 shares; 2024Q4: 215 shares; 2025Q1: 215 shares; 2025Q2: 215 shares; 2025Q3: 219 shares; 2025Q4: 219 shares 219$10.7K<0.01%0Timeline
WIXWIX COM LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 166 shares; 2024Q3: 166 shares; 2024Q4: 166 shares; 2025Q1: 166 shares; 2025Q2: 166 shares; 2025Q3: 139 shares; 2025Q4: 102 shares 102$10.6K<0.01%-37Timeline
PHINPHINIA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 169 shares; 2024Q3: 169 shares; 2024Q4: 169 shares; 2025Q1: 169 shares; 2025Q2: 169 shares; 2025Q3: 169 shares; 2025Q4: 169 shares 169$10.6K<0.01%0Timeline
STTSTATE STR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 597 shares; 2024Q3: 79 shares; 2024Q4: 79 shares; 2025Q1: 94 shares; 2025Q2: 79 shares; 2025Q3: 79 shares; 2025Q4: 82 shares 82$10.6K<0.01%+3Timeline
RBUFINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 360 shares; 2025Q4: 360 shares 360$10.5K<0.01%0Timeline
UFOXETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 162 shares; 2024Q3: 162 shares; 2024Q4: 162 shares; 2025Q1: 162 shares; 2025Q2: 162 shares; 2025Q3: 162 shares; 2025Q4: 162 shares 162$10.3K<0.01%0Timeline
SEISOLARIS ENERGY INFRAS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 224 shares 224$10.3K<0.01%newTimeline
CDCVICTORY PORTFOLIOS IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 839 shares; 2024Q3: 313 shares; 2024Q4: 313 shares; 2025Q1: 188 shares; 2025Q2: 313 shares; 2025Q3: 155 shares; 2025Q4: 155 shares 155$10.2K<0.01%0Timeline
CHMICHERRY HILL MTG INVT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 4,000 shares 4,000$10.2K<0.01%0Timeline
DBRGDIGITALBRIDGE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 664 shares 664$10.2K<0.01%-2,087Timeline
DHSWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100 shares; 2025Q4: 100 shares 100$10.2K<0.01%0Timeline
VLUEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,269 shares; 2024Q3: 1,301 shares; 2024Q4: 1,156 shares; 2025Q1: 62 shares; 2025Q2: 1,156 shares; 2025Q3: 73 shares; 2025Q4: 74 shares 74$10.1K<0.01%+1Timeline
LDPCOHEN & STEERS LTD DURATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 375 shares; 2024Q3: 375 shares; 2024Q4: 849 shares; 2025Q1: 849 shares; 2025Q2: 849 shares; 2025Q3: 849 shares; 2025Q4: 474 shares 474$10K<0.01%-375Timeline
FXIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 252 shares; 2024Q3: 252 shares; 2024Q4: 357 shares; 2025Q1: 255 shares; 2025Q2: 357 shares; 2025Q3: 259 shares; 2025Q4: 262 shares 262$10K<0.01%+3Timeline
SIRISIRIUSXM HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 772 shares; 2024Q4: 769 shares; 2025Q1: 728 shares; 2025Q2: 769 shares; 2025Q3: 1,035 shares; 2025Q4: 501 shares 501$10K<0.01%-534Timeline
KGCKINROSS GOLD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 155 shares; 2025Q4: 355 shares 355$10K<0.01%+200Timeline
LVHDLEGG MASON ETF INVTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 345 shares; 2024Q3: 345 shares; 2024Q4: 317 shares; 2025Q1: 317 shares; 2025Q2: 317 shares; 2025Q3: 250 shares; 2025Q4: 250 shares 250$9.97K<0.01%0Timeline
HUTHUT 8 CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 217 shares; 2025Q4: 217 shares 217$9.97K<0.01%0Timeline
PRNINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 3,425 shares; 2024Q3: 559 shares; 2024Q4: 1,400 shares; 2025Q1: 857 shares; 2025Q2: 1,400 shares; 2025Q3: 57 shares; 2025Q4: 57 shares 57$9.95K<0.01%0Timeline
MGAMAGNA INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 185 shares 185$9.86K<0.01%newTimeline
GAINGLADSTONE INVT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 692 shares; 2025Q4: 704 shares 704$9.84K<0.01%+12Timeline
INROBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 126 shares; 2025Q1: 305 shares; 2025Q2: 126 shares; 2025Q3: 305 shares; 2025Q4: 305 shares 305$9.81K<0.01%0Timeline
TYGTORTOISE ENERGY INFRSTRCTR CQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 212 shares; 2025Q1: 219 shares; 2025Q2: 214 shares; 2025Q3: 231 shares; 2025Q4: 238 shares 238$9.74K<0.01%+7Timeline
GOVTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,095 shares; 2024Q3: 1,948 shares; 2024Q4: 1,380 shares; 2025Q1: 490 shares; 2025Q2: 1,380 shares; 2025Q3: 422 shares; 2025Q4: 423 shares 423$9.73K<0.01%+1Timeline
FNDESCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 43 shares; 2024Q3: 43 shares; 2024Q4: 43 shares; 2025Q1: 22 shares; 2025Q2: 43 shares; 2025Q3: not reported; 2025Q4: 270 shares 270$9.72K<0.01%newTimeline
RICKRCI HOSPITALITY HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 403 shares; 2025Q2: not reported; 2025Q3: 404 shares; 2025Q4: 406 shares 406$9.67K<0.01%+2Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 310 shares; 2024Q3: 315 shares; 2024Q4: 220 shares; 2025Q1: 12 shares; 2025Q2: 220 shares; 2025Q3: 114 shares; 2025Q4: 109 shares 109$9.64K<0.01%-5Timeline
CIKUBS ASSET MGMT INCOME FD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 3,400 shares 3,400$9.62K<0.01%0Timeline
EFGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,030 shares; 2024Q3: 1,030 shares; 2024Q4: 924 shares; 2025Q1: not reported; 2025Q2: 924 shares; 2025Q3: not reported; 2025Q4: 84 shares 84$9.61K<0.01%newTimeline
PENNPENN ENTERTAINMENT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,301 shares; 2024Q3: 651 shares; 2024Q4: 651 shares; 2025Q1: 651 shares; 2025Q2: 651 shares; 2025Q3: 651 shares; 2025Q4: 651 shares 651$9.6K<0.01%0Timeline
MOHMOLINA HEALTHCARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 87 shares; 2024Q3: 87 shares; 2024Q4: 87 shares; 2025Q1: 87 shares; 2025Q2: 87 shares; 2025Q3: 89 shares; 2025Q4: 55 shares 55$9.54K<0.01%-34Timeline
CHATTIDAL TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 161 shares 161$9.52K<0.01%newTimeline
ELFE L F BEAUTY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 837 shares; 2024Q3: 1,058 shares; 2024Q4: 21 shares; 2025Q1: 21 shares; 2025Q2: 21 shares; 2025Q3: 46 shares; 2025Q4: 125 shares 125$9.51K<0.01%+79Timeline
WDCWESTERN DIGITAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 449 shares; 2024Q3: 9 shares; 2024Q4: 37 shares; 2025Q1: 28 shares; 2025Q2: 37 shares; 2025Q3: 55 shares; 2025Q4: 55 shares 55$9.47K<0.01%0Timeline
EAELECTRONIC ARTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 877 shares; 2024Q3: 3 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 46 shares; 2025Q4: 46 shares 46$9.4K<0.01%0Timeline
LDOSLEIDOS HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 100 shares; 2024Q3: 117 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 105 shares; 2025Q4: 52 shares 52$9.38K<0.01%-53Timeline
BMVPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 191 shares; 2025Q4: 191 shares 191$9.33K<0.01%0Timeline
KDPKEURIG DR PEPPER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 821 shares; 2024Q3: 778 shares; 2024Q4: 515 shares; 2025Q1: 515 shares; 2025Q2: 515 shares; 2025Q3: 259 shares; 2025Q4: 333 shares 333$9.33K<0.01%+74Timeline
ITRIITRON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7 shares; 2025Q4: 100 shares 100$9.29K<0.01%+93Timeline
GSBDGOLDMAN SACHS BDC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,000 shares; 2025Q4: 1,000 shares 1,000$9.28K<0.01%-1,000Timeline
FEATTIDAL TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 368 shares 368$9.21K<0.01%newTimeline
INFQINFLEQTION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 590 shares 590$9.2K<0.01%newTimeline
BGBUNGE GLOBAL SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 103 shares; 2024Q3: 103 shares; 2024Q4: 103 shares; 2025Q1: 103 shares; 2025Q2: 103 shares; 2025Q3: 103 shares; 2025Q4: 103 shares 103$9.2K<0.01%0Timeline
VRSKVERISK ANALYTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 29 shares; 2024Q3: 26 shares; 2024Q4: 26 shares; 2025Q1: 32 shares; 2025Q2: 26 shares; 2025Q3: 44 shares; 2025Q4: 41 shares 41$9.17K<0.01%-3Timeline
IFFINTERNATIONAL FLAVORS&FRAGRAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 136 shares; 2024Q3: 1,323 shares; 2024Q4: 1,322 shares; 2025Q1: 136 shares; 2025Q2: 1,322 shares; 2025Q3: 136 shares; 2025Q4: 136 shares 136$9.16K<0.01%0Timeline
ARKWARK ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 62 shares; 2024Q3: 62 shares; 2024Q4: 62 shares; 2025Q1: 62 shares; 2025Q2: 62 shares; 2025Q3: 62 shares; 2025Q4: 62 shares 62$9.16K<0.01%0Timeline
FNYFIRST TR EXCHANGE-TRADED ALPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares 100$9.12K<0.01%0Timeline
APPSDIGITAL TURBINE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,823 shares; 2025Q4: 1,823 shares 1,823$9.12K<0.01%0Timeline
ITTITT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 17 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 52 shares; 2025Q4: 52 shares 52$9.02K<0.01%0Timeline
MGRXMANGOCEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,000 shares; 2025Q4: 12,000 shares 12,000$8.88K<0.01%+5,000Timeline
CGNXCOGNEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 8 shares; 2024Q3: 8 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 245 shares; 2025Q4: 245 shares 245$8.81K<0.01%0Timeline
HNDLSTRATEGY SHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 850 shares; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares 400$8.81K<0.01%0Timeline
EXCEXELON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 303 shares; 2024Q3: 254 shares; 2024Q4: 254 shares; 2025Q1: 202 shares; 2025Q2: 254 shares; 2025Q3: 202 shares; 2025Q4: 202 shares 202$8.8K<0.01%0Timeline
FNDASCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 0 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 279 shares 279$8.8K<0.01%newTimeline
SOUNSOUNDHOUND AI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 879 shares 879$8.76K<0.01%-1,176Timeline
SCHOSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 359 shares 359$8.75K<0.01%newTimeline
HBCPHOMEBANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 150 shares; 2025Q2: not reported; 2025Q3: 150 shares; 2025Q4: 151 shares 151$8.73K<0.01%+1Timeline
LNCLINCOLN NATL CORP INDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 195 shares; 2025Q4: 195 shares 195$8.68K<0.01%0Timeline
TDVPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100 shares; 2025Q4: 100 shares 100$8.66K<0.01%0Timeline
RMBSRAMBUS INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 94 shares; 2025Q4: 94 shares 94$8.64K<0.01%0Timeline
THROBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 221 shares 221$8.52K<0.01%newTimeline
LULULULULEMON ATHLETICA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 908 shares; 2024Q3: 950 shares; 2024Q4: 482 shares; 2025Q1: 432 shares; 2025Q2: 482 shares; 2025Q3: 41 shares; 2025Q4: 41 shares 41$8.52K<0.01%0Timeline
RBLXROBLOX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 3,289 shares; 2024Q3: 2,679 shares; 2024Q4: 179 shares; 2025Q1: 179 shares; 2025Q2: 179 shares; 2025Q3: 284 shares; 2025Q4: 105 shares 105$8.51K<0.01%-179Timeline
FDGAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 67 shares; 2025Q2: 67 shares; 2025Q3: 67 shares; 2025Q4: 67 shares 67$8.5K<0.01%0Timeline
PNRPENTAIR PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 35 shares; 2024Q3: 35 shares; 2024Q4: 35 shares; 2025Q1: 35 shares; 2025Q2: 35 shares; 2025Q3: 81 shares; 2025Q4: 81 shares 81$8.44K<0.01%0Timeline
CXTCRANE NXT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 177 shares; 2024Q3: 177 shares; 2024Q4: 178 shares; 2025Q1: 178 shares; 2025Q2: 178 shares; 2025Q3: 178 shares; 2025Q4: 179 shares 179$8.41K<0.01%+1Timeline
GLDMWORLD GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 98 shares; 2024Q3: 98 shares; 2024Q4: 98 shares; 2025Q1: 814 shares; 2025Q2: 98 shares; 2025Q3: 98 shares; 2025Q4: 98 shares 98$8.37K<0.01%0Timeline
LCIDLUCID GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 783 shares; 2025Q4: 783 shares 783$8.28K<0.01%0Timeline
TDGTRANSDIGM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 6 shares; 2024Q3: 6 shares; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 6 shares 6$8.2K<0.01%0Timeline
INVHINVITATION HOMES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 295 shares 295$8.2K<0.01%newTimeline
BBVABANCO BILBAO VIZCAYA ARGENTAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 296 shares; 2024Q3: 296 shares; 2024Q4: 296 shares; 2025Q1: 296 shares; 2025Q2: 296 shares; 2025Q3: 350 shares; 2025Q4: 350 shares 350$8.16K<0.01%0Timeline
APDAIR PRODUCTS AND CHEMICALS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 27 shares; 2024Q3: 27 shares; 2024Q4: 169 shares; 2025Q1: 216 shares; 2025Q2: 169 shares; 2025Q3: 74 shares; 2025Q4: 33 shares 33$8.15K<0.01%-41Timeline
VTEBVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 162 shares; 2024Q3: 162 shares; 2024Q4: 162 shares; 2025Q1: 321 shares; 2025Q2: 162 shares; 2025Q3: 162 shares; 2025Q4: 162 shares 162$8.15K<0.01%0Timeline
AGXARGAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6 shares; 2025Q4: 26 shares 26$8.15K<0.01%+20Timeline
SPEMSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 199 shares; 2024Q3: 174 shares; 2024Q4: 174 shares; 2025Q1: 174 shares; 2025Q2: 174 shares; 2025Q3: 174 shares; 2025Q4: 174 shares 174$8.14K<0.01%0Timeline
RFREGIONS FINANCIAL CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 300 shares; 2025Q2: not reported; 2025Q3: 300 shares; 2025Q4: 300 shares 300$8.13K<0.01%0Timeline
GEHCGE HEALTHCARE TECHNOLOGIES IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 101 shares; 2024Q3: 90 shares; 2024Q4: 86 shares; 2025Q1: 66 shares; 2025Q2: 86 shares; 2025Q3: 107 shares; 2025Q4: 99 shares 99$8.12K<0.01%-8Timeline
HYGWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 270 shares; 2025Q4: 270 shares 270$8.07K<0.01%0Timeline
DXCMDEXCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 468 shares; 2024Q3: 282 shares; 2024Q4: 172 shares; 2025Q1: 172 shares; 2025Q2: 172 shares; 2025Q3: 181 shares; 2025Q4: 121 shares 121$8.03K<0.01%-60Timeline

Sold out in Q4 2025

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

The largest 100 of 222. All 222

SecurityShares beforeValue beforeType
TIDAL TR IITIDAL TR II192,097$1.81Mshares
TIMOTHY PLANTIMOTHY PLAN18,207$502Kshares
PXIINVESCO EXCHANGE TRADED FD T9,770$458Kshares
ISHARES TRISHARES TR14,928$376Kshares
PNFPPINNACLE FINANCIAL PARTNERS3,810$357Kshares
GGMEINVESCO EXCHANGE TRADED FD T5,438$350Kshares
INNOVATOR PREMIUM INCOME 10…INNOVATOR PREMIUM INCOME 10 BARRI…13,568$324Kshares
ISHARES TRISHARES TR13,750$319Kshares
INDAISHARES TR6,016$313Kshares
HYGHISHARES U S ETF TR2,795$243Kshares
YieldMax MSTR Option Income…YieldMax MSTR Option Income Strat…15,491$216Kshares
TPYPTORTOISE CAPITAL SERIES TRUS5,000$182Kshares
CALFPACER FDS TR3,950$173Kshares
WOODISHARES TR2,093$154Kshares
XCEMCOLUMBIA ETF TR II3,200$116Kshares
VTHRVANGUARD SCOTTSDALE FDS390$115Kshares
UNILEVER PLCUNILEVER PLC1,735$103Kshares
COLMCOLUMBIA SPORTSWEAR CO1,963$103Kshares
ELTKELTEK LTD6,114$67Kshares
UPGDINVESCO EXCHANGE TRADED FD T880$65.9Kshares
TOTALENERGIES SE -SPON ADRTOTALENERGIES SE -SPON ADR888$53Kshares
JAZZJAZZ PHARMACEUTICALS PLC400$52.7Kshares
RIVNRIVIAN AUTOMOTIVE INC3,475$51Kshares
CRSCARPENTER TECHNOLOGY CORP195$47.9Kshares
ATENA10 NETWORKS INC2,572$46.7Kshares
BIZDVANECK ETF TRUST3,000$44.8Kshares
LPGDORIAN LPG LTD1,381$41.1Kshares
FROFRONTLINE PLC1,793$40.9Kshares
VNOVORNADO RLTY TR1,000$40.5Kshares
GNKGENCO SHIPPING & TRADING LTD1,950$34.7Kshares
TMCTMC THE METALS COMPANY INC5,337$34Kshares
SBLKSTAR BULK CARRIERS CORP.1,760$32.7Kshares
HAFNIA LTD SHSHAFNIA LTD SHS4,993$29.9Kshares
RZGINVESCO EXCHANGE TRADED FD T410$22.3Kshares
VMOINVESCO MUN OPPORTUNIT TR2,291$22.2Kshares
MDYGSPDR SERIES TRUST240$22Kshares
DFSDDIMENSIONAL ETF TRUST425$20.5Kshares
LLYVALIBERTY MEDIA CORP217$20.5Kshares
SOFISOFI TECHNOLOGIES INC750$19.8Kshares
TAPMOLSON COORS BEVERAGE CO400$18.1Kshares
IRBTQIROBOT CORP4,655$16.7Kshares
PLOWDOUGLAS DYNAMICS INC505$15.8Kshares
PROSHARES ULTRASHORT BLOOMB…PROSHARES ULTRASHORT BLOOMBERG NA…450$15.7Kshares
KKELLANOVA165$13.5Kshares
BARGRANITESHARES GOLD TR325$12.4Kshares
CIFRCIPHER DIGITAL INC950$12Kshares
NVTNVENT ELEC PLC118$11.6Kshares
ROUNDHILLROUNDHILL2,000$10.9Kshares
ABEVAMBEV SA4,262$9.5Kshares
AURAURORA INNOVATION INC1,745$9.41Kshares
FFOGFRANKLIN TEMPLETON ETF TR185$8.8Kshares
INNOVATOR ETFS TRUSTINNOVATOR ETFS TRUST245$8.31Kshares
MONOGRAM TECHNOLOGIES INCMONOGRAM TECHNOLOGIES INC1,396$8.2Kshares
ABEOABEONA THERAPEUTICS INC1,500$7.92Kshares
SNAPSNAP INC996$7.68Kshares
KRBNKRANESHARES TRUST230$7.45Kshares
CCDCALAMOS DYNAMIC CONV & INCOM350$7.36Kshares
NICENICE LTD44$6.37Kshares
UPLDUPLAND SOFTWARE INC2,500$5.92Kshares
CPRXCATALYST PHARMACEUTICALS INC300$5.91Kshares
AREALEXANDRIA REAL ESTATE EQ IN70$5.83Kshares
NTNXNUTANIX INC75$5.58Kshares
TILRAY INCTILRAY INC3,149$5.45Kshares
VMRKVIVMARK RESIDENTIAL83$5.37Kshares
CHHCHOICE HOTELS INTL INC49$5.21Kshares
ZBHZIMMER BIOMET HOLDINGS INC50$4.92Kshares
FXYINVESCO CURRENCYSHARES79$4.92Kshares
TFXTELEFLEX INCORPORATED38$4.65Kshares
DRLLEA SERIES TRUST160$4.6Kshares
NWSANEWS CORP NEW145$4.45Kshares
POCTINNOVATOR ETFS TRUST94$4.05Kshares
OVVOVINTIV INC96$3.88Kshares
CPRTCOPART INC86$3.87Kshares
SONSONOCO PRODS CO89$3.83Kshares
DUOLDUOLINGO INC11$3.54Kshares
IYMISHARES TR23$3.36Kshares
PINKSIMPLIFY EXCHANGE TRADED FUN100$3.17Kshares
AMCOR PLCAMCOR PLC376$3.08Kshares
PPCPILGRIMS PRIDE CORP75$3.05Kshares
ARWARROW ELECTRS INC25$3.02Kshares
SNVSYNOVUS FINANCIAL CORP59$2.9Kshares
EFXEQUIFAX INC11$2.82Kshares
HYDVANECK ETF TRUST54$2.75Kshares
LHLABCORP HOLDINGS INC9$2.58Kshares
MTDRMATADOR RES CO54$2.43Kshares
CHWYCHEWY INC59$2.39Kshares
VRNSVARONIS SYS INC41$2.36Kshares
MANMANPOWERGROUP INC WIS62$2.35Kshares
BCPCBALCHEM CORP14$2.1Kshares
APLEAPPLE HOSPITALITY REIT INC174$2.09Kshares
SHAKSHAKE SHACK INC22$2.06Kshares
QIAGEN N.V.QIAGEN N.V.42$1.88Kshares
LPXLOUISIANA PAC CORP20$1.78Kshares
NWLNEWELL BRANDS INC336$1.76Kshares
NVAXNOVAVAX INC200$1.73Kshares
SHMSPDR SERIES TRUST34$1.64Kshares
VERITEX HLDGS INCVERITEX HLDGS INC48$1.61Kshares
ENPHENPHASE ENERGY INC44$1.56Kshares
PKPARK HOTELS & RESORTS INC138$1.53Kshares
CVLTCOMMVAULT SYS INC8$1.51Kshares

How Q4 2025 was built

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

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001062993-26-001089 base2026-02-20acceptance time not in the bulk data set