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Wilmington Savings Fund Society, FSB

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13F filer, CIK 900974, WILMINGTON, DE

Wilmington Savings Fund Society, FSB reported $4,261,643,009 across 1,373 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-12. Its ten largest share positions make up 32.3% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000900974-26-000001

Period
2025-12-31
Reported value
$4.26B
Holdings
1,373
Top 10 weight
32.3%
New
99
Sold out
99

Largest buys vs the previous quarter

SecurityShares changeApprox. value
IWFadded+37,231$17.6M
METAadded+24,325$16.1M
IWDadded+62,254$13.1M
IVVadded+13,493$9.24M
SCZadded+98,743$7.66M

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
CMCSAreduced-184,066-$5.5M
COWZreduced-78,691-$4.73M
HSYreduced-23,423-$4.26M
UNILEVER PLCexited-68,507-$4.06M
IJKreduced-38,581-$3.74M

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 0000900974-26-000001, largest first. % of portfolio is the value over $4,261,643,009, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
IDXXIDEXX LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,978 shares; 2024Q4: 1,914 shares; 2025Q1: 1,892 shares; 2025Q2: 2,071 shares; 2025Q3: 490 shares; 2025Q4: 490 shares 490$332K0.01%0Timeline
ALLEALLEGION PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,136 shares; 2024Q4: 2,148 shares; 2025Q1: 2,196 shares; 2025Q2: 2,431 shares; 2025Q3: 2,071 shares; 2025Q4: 2,071 shares 2,071$330K0.01%0Timeline
NETCLOUDFLARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,516 shares; 2024Q4: 2,516 shares; 2025Q1: 4,979 shares; 2025Q2: 4,683 shares; 2025Q3: 1,771 shares; 2025Q4: 1,665 shares 1,665$328K0.01%-106Timeline
ICLNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,439 shares; 2024Q4: 13,539 shares; 2025Q1: 13,539 shares; 2025Q2: 19,786 shares; 2025Q3: 19,786 shares; 2025Q4: 19,786 shares 19,786$325K0.01%0Timeline
APOAPOLLO GLOBAL MGMT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,027 shares; 2024Q4: 6,689 shares; 2025Q1: 8,511 shares; 2025Q2: 9,689 shares; 2025Q3: 2,218 shares; 2025Q4: 2,218 shares 2,218$321K0.01%0Timeline
FALNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,994 shares; 2024Q4: 1,994 shares; 2025Q1: 2,053 shares; 2025Q2: 2,009 shares; 2025Q3: 7,881 shares; 2025Q4: 11,589 shares 11,589$316K0.01%+3,708Timeline
SNOWSNOWFLAKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,659 shares; 2024Q4: 4,658 shares; 2025Q1: 1,798 shares; 2025Q2: 3,072 shares; 2025Q3: 1,441 shares; 2025Q4: 1,441 shares 1,441$316K0.01%0Timeline
DFATDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,308 shares; 2024Q4: 9,308 shares; 2025Q1: 9,308 shares; 2025Q2: 9,208 shares; 2025Q3: 5,300 shares; 2025Q4: 5,300 shares 5,300$316K0.01%0Timeline
CNOBCONNECTONE BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,174 shares; 2024Q4: 12,019 shares; 2025Q1: 12,299 shares; 2025Q2: 12,299 shares; 2025Q3: 12,019 shares; 2025Q4: 12,019 shares 12,019$315K0.01%0Timeline
HALHALLIBURTON COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,323 shares; 2024Q4: 12,776 shares; 2025Q1: 12,819 shares; 2025Q2: 15,330 shares; 2025Q3: 11,279 shares; 2025Q4: 11,072 shares 11,072$313K0.01%-207Timeline
LIILENNOX INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44 shares; 2024Q4: 44 shares; 2025Q1: 26 shares; 2025Q2: 27 shares; 2025Q3: not reported; 2025Q4: 637 shares 637$309K0.01%newTimeline
VONVVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,415 shares; 2024Q4: 14,026 shares; 2025Q1: 13,786 shares; 2025Q2: 9,118 shares; 2025Q3: 3,316 shares; 2025Q4: 3,316 shares 3,316$306K0.01%0Timeline
VTWOVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 4,504 shares; 2025Q1: 4,429 shares; 2025Q2: 4,429 shares; 2025Q3: 3,066 shares; 2025Q4: 3,066 shares 3,066$305K0.01%0Timeline
FEZSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,806 shares; 2024Q4: 8,340 shares; 2025Q1: 10,288 shares; 2025Q2: 9,544 shares; 2025Q3: 4,724 shares; 2025Q4: 4,724 shares 4,724$304K0.01%0Timeline
IOTSAMSARA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,349 shares; 2024Q4: 11,349 shares; 2025Q1: 13,962 shares; 2025Q2: 16,578 shares; 2025Q3: 7,525 shares; 2025Q4: 8,566 shares 8,566$304K0.01%+1,041Timeline
AMTAMERICAN TOWER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,669 shares; 2024Q4: 8,295 shares; 2025Q1: 8,240 shares; 2025Q2: 7,325 shares; 2025Q3: 1,636 shares; 2025Q4: 1,688 shares 1,688$296K0.01%+52Timeline
QSRRESTAURANT BRANDS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,235 shares; 2024Q4: 5,253 shares; 2025Q1: 5,235 shares; 2025Q2: 5,235 shares; 2025Q3: 4,322 shares; 2025Q4: 4,328 shares 4,328$295K0.01%+6Timeline
VRTXVERTEX PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,702 shares; 2024Q4: 4,110 shares; 2025Q1: 3,657 shares; 2025Q2: 3,664 shares; 2025Q3: 629 shares; 2025Q4: 629 shares 629$285K0.01%0Timeline
KEYKEYCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,560 shares; 2024Q4: 24,130 shares; 2025Q1: 24,028 shares; 2025Q2: 28,151 shares; 2025Q3: 13,963 shares; 2025Q4: 13,800 shares 13,800$285K0.01%-163Timeline
OXYOCCIDENTAL PETE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,845 shares; 2024Q4: 8,096 shares; 2025Q1: 9,075 shares; 2025Q2: 10,469 shares; 2025Q3: 7,624 shares; 2025Q4: 6,924 shares 6,924$285K0.01%-700Timeline
VTIPVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,372 shares; 2024Q4: 5,417 shares; 2025Q1: 6,581 shares; 2025Q2: 7,803 shares; 2025Q3: 5,881 shares; 2025Q4: 5,755 shares 5,755$285K0.01%-126Timeline
IBDUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,600 shares; 2025Q1: 6,600 shares; 2025Q2: 6,600 shares; 2025Q3: 3,750 shares; 2025Q4: 12,150 shares 12,150$284K0.01%+8,400Timeline
ARGXARGENX SEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,202 shares; 2024Q4: 1,776 shares; 2025Q1: 1,921 shares; 2025Q2: 2,102 shares; 2025Q3: 336 shares; 2025Q4: 336 shares 336$283K0.01%0Timeline
IBDTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,300 shares; 2025Q1: 6,300 shares; 2025Q2: 6,300 shares; 2025Q3: 3,000 shares; 2025Q4: 11,100 shares 11,100$283K0.01%+8,100Timeline
LNCLINCOLN NATL CORP INDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,992 shares; 2024Q4: 16,990 shares; 2025Q1: 16,835 shares; 2025Q2: 16,833 shares; 2025Q3: 6,439 shares; 2025Q4: 6,339 shares 6,339$282K0.01%-100Timeline
TDGTRANSDIGM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 433 shares; 2024Q4: 564 shares; 2025Q1: 554 shares; 2025Q2: 551 shares; 2025Q3: 208 shares; 2025Q4: 208 shares 208$277K0.01%0Timeline
AKAMAKAMAI TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,782 shares; 2024Q4: 4,948 shares; 2025Q1: 3,796 shares; 2025Q2: 3,727 shares; 2025Q3: 3,170 shares; 2025Q4: 3,170 shares 3,170$277K0.01%0Timeline
SENEASENECA FOODS CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares 2,500$277K0.01%0Timeline
USMVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,593 shares; 2024Q4: 7,187 shares; 2025Q1: 5,888 shares; 2025Q2: 5,895 shares; 2025Q3: 2,520 shares; 2025Q4: 2,895 shares 2,895$273K0.01%+375Timeline
MKC-VMCCORMICK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares 4,000$272K0.01%0Timeline
XYLXYLEM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,452 shares; 2024Q4: 6,795 shares; 2025Q1: 6,738 shares; 2025Q2: 6,606 shares; 2025Q3: 1,881 shares; 2025Q4: 1,991 shares 1,991$271K0.01%+110Timeline
ALBALBEMARLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,824 shares; 2024Q4: 2,982 shares; 2025Q1: 1,937 shares; 2025Q2: 3,606 shares; 2025Q3: 2,161 shares; 2025Q4: 1,909 shares 1,909$270K0.01%-252Timeline
AZOAUTOZONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 248 shares; 2024Q4: 253 shares; 2025Q1: 262 shares; 2025Q2: 277 shares; 2025Q3: 72 shares; 2025Q4: 79 shares 79$268K0.01%+7Timeline
VTEBVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,566 shares; 2024Q4: 18,550 shares; 2025Q1: 80,463 shares; 2025Q2: 45,137 shares; 2025Q3: 4,055 shares; 2025Q4: 5,307 shares 5,307$267K0.01%+1,252Timeline
ETHGRAYSCALE ETHEREUM STAKINGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 9,423 shares 9,423$264K0.01%+9,411Timeline
ATOATMOS ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,190 shares; 2024Q4: 2,545 shares; 2025Q1: 2,288 shares; 2025Q2: 2,608 shares; 2025Q3: 2,343 shares; 2025Q4: 1,565 shares 1,565$262K0.01%-778Timeline
EXREXTRA SPACE STORAGE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,629 shares; 2024Q4: 2,474 shares; 2025Q1: 2,461 shares; 2025Q2: 2,921 shares; 2025Q3: 2,026 shares; 2025Q4: 2,013 shares 2,013$262K0.01%-13Timeline
EQTEQT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,508 shares; 2024Q4: 4,731 shares; 2025Q1: 4,632 shares; 2025Q2: 5,603 shares; 2025Q3: 3,994 shares; 2025Q4: 4,869 shares 4,869$261K0.01%+875Timeline
HCAHCA HEALTHCARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,692 shares; 2024Q4: 1,508 shares; 2025Q1: 1,784 shares; 2025Q2: 1,704 shares; 2025Q3: 713 shares; 2025Q4: 558 shares 558$261K0.01%-155Timeline
EMNEASTMAN CHEM COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,858 shares; 2024Q4: 5,873 shares; 2025Q1: 5,873 shares; 2025Q2: 6,022 shares; 2025Q3: 4,065 shares; 2025Q4: 4,063 shares 4,063$259K0.01%-2Timeline
DEODIAGEO PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,532 shares; 2024Q4: 10,038 shares; 2025Q1: 7,641 shares; 2025Q2: 6,565 shares; 2025Q3: 4,213 shares; 2025Q4: 3,006 shares 3,006$259K0.01%-1,207Timeline
VVVVALVOLINE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148 shares; 2024Q4: 148 shares; 2025Q1: 148 shares; 2025Q2: 49 shares; 2025Q3: 7,009 shares; 2025Q4: 8,914 shares 8,914$259K0.01%+1,905Timeline
DDOGDATADOG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,429 shares; 2024Q4: 5,130 shares; 2025Q1: 2,809 shares; 2025Q2: 3,769 shares; 2025Q3: 1,952 shares; 2025Q4: 1,863 shares 1,863$253K0.01%-89Timeline
SPYXSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,250 shares; 2024Q4: 11,250 shares; 2025Q1: 11,250 shares; 2025Q2: 4,500 shares; 2025Q3: 4,500 shares; 2025Q4: 4,500 shares 4,500$253K0.01%0Timeline
EQXEQUINOX GOLD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,000 shares; 2024Q4: 18,000 shares; 2025Q1: 18,000 shares; 2025Q2: 18,000 shares; 2025Q3: 18,000 shares; 2025Q4: 18,000 shares 18,000$253K0.01%0Timeline
PBR-APETROLEO BRASILEIRO S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,250 shares; 2024Q4: 22,250 shares; 2025Q1: 22,250 shares; 2025Q2: 22,250 shares; 2025Q3: 22,250 shares; 2025Q4: 22,250 shares 22,250$251K0.01%0Timeline
XLGIXLAZARD GLOBAL TOTAL RETURN &Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,353 shares; 2024Q4: 14,353 shares; 2025Q1: 14,353 shares; 2025Q2: 14,353 shares; 2025Q3: 14,353 shares; 2025Q4: 14,353 shares 14,353$250K0.01%0Timeline
AGFIRST MAJESTIC SILVER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,000 shares; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares; 2025Q4: 15,000 shares 15,000$250K0.01%0Timeline
ROLROLLINS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,665 shares; 2024Q4: 16,584 shares; 2025Q1: 17,740 shares; 2025Q2: 16,529 shares; 2025Q3: 4,162 shares; 2025Q4: 4,162 shares 4,162$250K0.01%0Timeline
OEFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 708 shares; 2024Q4: 1,991 shares; 2025Q1: 2,141 shares; 2025Q2: 2,141 shares; 2025Q3: 724 shares; 2025Q4: 724 shares 724$248K0.01%0Timeline
HEI-AHEICO CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 998 shares; 2024Q4: 998 shares; 2025Q1: 998 shares; 2025Q2: 998 shares; 2025Q3: 980 shares; 2025Q4: 980 shares 980$247K0.01%0Timeline
YMMFULL TRUCK ALLIANCE CO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,000 shares; 2024Q4: 23,000 shares; 2025Q1: 23,000 shares; 2025Q2: 23,000 shares; 2025Q3: 23,000 shares; 2025Q4: 23,000 shares 23,000$247K0.01%0Timeline
HDVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,432 shares; 2024Q4: 7,424 shares; 2025Q1: 2,385 shares; 2025Q2: 2,370 shares; 2025Q3: 2,024 shares; 2025Q4: 2,024 shares 2,024$246K0.01%0Timeline
LPXLOUISIANA PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,003 shares; 2024Q4: 3,003 shares; 2025Q1: 3,003 shares; 2025Q2: 3,003 shares; 2025Q3: 3,017 shares; 2025Q4: 3,017 shares 3,017$244K0.01%0Timeline
IUSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,556 shares; 2024Q4: 3,699 shares; 2025Q1: 3,493 shares; 2025Q2: 3,420 shares; 2025Q3: 3,927 shares; 2025Q4: 5,211 shares 5,211$243K0.01%+1,284Timeline
SBACSBA COMMUNICATIONS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,573 shares; 2024Q4: 1,682 shares; 2025Q1: 1,707 shares; 2025Q2: 1,994 shares; 2025Q3: 1,256 shares; 2025Q4: 1,250 shares 1,250$242K0.01%-6Timeline
FLEXFLEX LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,240 shares; 2024Q4: 2,235 shares; 2025Q1: 3,293 shares; 2025Q2: 3,346 shares; 2025Q3: 3,187 shares; 2025Q4: 3,932 shares 3,932$238K0.01%+745Timeline
GMEDGLOBUS MED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,470 shares; 2024Q4: 14,470 shares; 2025Q1: 15,370 shares; 2025Q2: 2,370 shares; 2025Q3: 2,720 shares; 2025Q4: 2,720 shares 2,720$237K0.01%0Timeline
XNQPXNUVEEN PA INVT QUALITY MUN FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,822 shares; 2024Q4: 21,822 shares; 2025Q1: 21,822 shares; 2025Q2: 21,822 shares; 2025Q3: 19,888 shares; 2025Q4: 19,888 shares 19,888$236K0.01%0Timeline
EXCEXELON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,261 shares; 2024Q4: 9,857 shares; 2025Q1: 16,077 shares; 2025Q2: 13,590 shares; 2025Q3: 5,405 shares; 2025Q4: 5,405 shares 5,405$236K0.01%0Timeline
EWWISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 900 shares; 2024Q4: 900 shares; 2025Q1: 4,141 shares; 2025Q2: 3,208 shares; 2025Q3: 3,221 shares; 2025Q4: 3,376 shares 3,376$234K0.01%+155Timeline
IBDSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,600 shares; 2025Q1: 6,600 shares; 2025Q2: 6,600 shares; 2025Q3: 3,000 shares; 2025Q4: 9,600 shares 9,600$233K0.01%+6,600Timeline
WGOWINNEBAGO INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,735 shares; 2024Q4: 5,735 shares; 2025Q1: 5,735 shares; 2025Q2: 5,735 shares; 2025Q3: 5,735 shares; 2025Q4: 5,735 shares 5,735$232K0.01%0Timeline
SMHISEACOR MARINE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,567 shares; 2024Q4: 38,567 shares; 2025Q1: 38,567 shares; 2025Q2: 38,567 shares; 2025Q3: 38,567 shares; 2025Q4: 38,567 shares 38,567$232K0.01%0Timeline
JEPIJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,045 shares; 2024Q4: 11,870 shares; 2025Q1: 12,720 shares; 2025Q2: 10,438 shares; 2025Q3: 4,820 shares; 2025Q4: 4,020 shares 4,020$230K0.01%-800Timeline
TIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,160 shares; 2024Q4: 10,160 shares; 2025Q1: 10,160 shares; 2025Q2: 10,600 shares; 2025Q3: 2,091 shares; 2025Q4: 2,091 shares 2,091$230K0.01%0Timeline
FXIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,403 shares; 2025Q3: 4,724 shares; 2025Q4: 5,924 shares 5,924$227K0.01%+1,200Timeline
EXEEXPAND ENERGY CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,367 shares; 2024Q4: 3,360 shares; 2025Q1: 3,297 shares; 2025Q2: 3,846 shares; 2025Q3: 2,068 shares; 2025Q4: 2,055 shares 2,055$227K0.01%-13Timeline
IQVIQVIA HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,747 shares; 2024Q4: 9,002 shares; 2025Q1: 8,201 shares; 2025Q2: 8,753 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000$225K0.01%0Timeline
ESEVERSOURCE ENERGYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,964 shares; 2024Q4: 4,852 shares; 2025Q1: 5,036 shares; 2025Q2: 4,746 shares; 2025Q3: 3,348 shares; 2025Q4: 3,329 shares 3,329$224K0.01%-19Timeline
JBIJANUS INTERNATIONAL GROUP INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,184 shares; 2024Q4: 31,004 shares; 2025Q1: 36,294 shares; 2025Q2: 36,294 shares; 2025Q3: 36,294 shares; 2025Q4: 34,224 shares 34,224$224K0.01%-2,070Timeline
TPRTAPESTRY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,094 shares; 2024Q4: 2,074 shares; 2025Q1: 2,074 shares; 2025Q2: 2,074 shares; 2025Q3: 1,750 shares; 2025Q4: 1,750 shares 1,750$224K0.01%0Timeline
ZETAZETA GLOBAL HOLDINGS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,909 shares 10,909$222K0.01%newTimeline
MGVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,570 shares; 2024Q4: 9,148 shares; 2025Q1: 9,148 shares; 2025Q2: 9,148 shares; 2025Q3: 1,570 shares; 2025Q4: 1,570 shares 1,570$222K0.01%0Timeline
BSXBOSTON SCIENTIFIC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,018 shares; 2024Q4: 17,087 shares; 2025Q1: 21,357 shares; 2025Q2: 18,768 shares; 2025Q3: 2,297 shares; 2025Q4: 2,312 shares 2,312$220K0.01%+15Timeline
NUENUCOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,677 shares; 2024Q4: 6,181 shares; 2025Q1: 8,997 shares; 2025Q2: 9,376 shares; 2025Q3: 1,350 shares; 2025Q4: 1,350 shares 1,350$220K0.01%0Timeline
DIASTATE STR SPDR DOW JONES INDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,914 shares; 2024Q4: 3,173 shares; 2025Q1: 3,040 shares; 2025Q2: 2,797 shares; 2025Q3: 456 shares; 2025Q4: 456 shares 456$219K0.01%0Timeline
ADMARCHER DANIELS MIDLAND COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,120 shares; 2024Q4: 7,118 shares; 2025Q1: 5,871 shares; 2025Q2: 5,962 shares; 2025Q3: 5,210 shares; 2025Q4: 3,810 shares 3,810$219K0.01%-1,400Timeline
VWOBVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: not reported; 2025Q4: 3,248 shares 3,248$219K0.01%newTimeline
PHYSSPROTT ASSET MANAGEMENT LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,500 shares; 2024Q4: 6,500 shares; 2025Q1: 6,500 shares; 2025Q2: 6,500 shares; 2025Q3: 6,500 shares; 2025Q4: 6,500 shares 6,500$215K0.01%0Timeline
YUMCYUM CHINA HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,077 shares; 2024Q4: 4,735 shares; 2025Q1: 4,345 shares; 2025Q2: 4,334 shares; 2025Q3: 4,490 shares; 2025Q4: 4,490 shares 4,490$214K0.01%0Timeline
WPCWP CAREY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,213 shares; 2024Q4: 4,213 shares; 2025Q1: 4,213 shares; 2025Q2: 4,213 shares; 2025Q3: 3,300 shares; 2025Q4: 3,300 shares 3,300$212K<0.01%0Timeline
TTDTHE TRADE DESK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,889 shares; 2024Q4: 11,394 shares; 2025Q1: 7,178 shares; 2025Q2: 8,314 shares; 2025Q3: 6,045 shares; 2025Q4: 5,583 shares 5,583$212K<0.01%-462Timeline
CPNGCOUPANG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,564 shares; 2024Q4: 25,009 shares; 2025Q1: 32,910 shares; 2025Q2: 12,007 shares; 2025Q3: 8,882 shares; 2025Q4: 8,982 shares 8,982$212K<0.01%+100Timeline
FDSFACTSET RESH SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 877 shares; 2024Q4: 905 shares; 2025Q1: 1,087 shares; 2025Q2: 1,093 shares; 2025Q3: 650 shares; 2025Q4: 730 shares 730$212K<0.01%+80Timeline
VLOVALERO ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,530 shares; 2024Q4: 1,246 shares; 2025Q1: 1,005 shares; 2025Q2: 888 shares; 2025Q3: 183 shares; 2025Q4: 1,300 shares 1,300$212K<0.01%+1,117Timeline
EAELECTRONIC ARTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,981 shares; 2024Q4: 3,020 shares; 2025Q1: 1,362 shares; 2025Q2: 2,058 shares; 2025Q3: 1,161 shares; 2025Q4: 1,034 shares 1,034$211K<0.01%-127Timeline
FRELFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,984 shares; 2024Q4: 6,984 shares; 2025Q1: 8,016 shares; 2025Q2: 8,016 shares; 2025Q3: 7,841 shares; 2025Q4: 7,841 shares 7,841$211K<0.01%0Timeline
USRTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,312 shares; 2024Q4: 4,312 shares; 2025Q1: 4,312 shares; 2025Q2: 3,697 shares; 2025Q3: 3,697 shares; 2025Q4: 3,697 shares 3,697$211K<0.01%0Timeline
AJGGALLAGHER ARTHUR J & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,518 shares; 2024Q4: 3,111 shares; 2025Q1: 3,279 shares; 2025Q2: 3,154 shares; 2025Q3: 813 shares; 2025Q4: 813 shares 813$210K<0.01%0Timeline
BKLNINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,000 shares; 2025Q1: 36,288 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000$210K<0.01%0Timeline
NGGNATIONAL GRID PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,484 shares; 2024Q4: 3,680 shares; 2025Q1: 4,330 shares; 2025Q2: 5,541 shares; 2025Q3: 2,713 shares; 2025Q4: 2,713 shares 2,713$210K<0.01%0Timeline
HASIHA SUSTAINABLE INFRA CAP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,125 shares; 2024Q4: 2,125 shares; 2025Q1: 2,125 shares; 2025Q2: 4,125 shares; 2025Q3: 6,625 shares; 2025Q4: 6,625 shares 6,625$208K<0.01%0Timeline
AESIATLAS ENERGY SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,670 shares; 2024Q4: 14,770 shares; 2025Q1: 10,970 shares; 2025Q2: 15,370 shares; 2025Q3: 22,680 shares; 2025Q4: 22,080 shares 22,080$208K<0.01%-600Timeline
BILSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 285 shares; 2024Q4: 307 shares; 2025Q1: 314 shares; 2025Q2: 300 shares; 2025Q3: 2,225 shares; 2025Q4: 2,225 shares 2,225$203K<0.01%0Timeline
FSSFEDERAL SIGNAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 488 shares; 2024Q4: 488 shares; 2025Q1: 488 shares; 2025Q2: 488 shares; 2025Q3: 325 shares; 2025Q4: 1,867 shares 1,867$203K<0.01%+1,542Timeline
MDUMDU RES GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 333 shares; 2024Q4: 333 shares; 2025Q1: 333 shares; 2025Q2: 333 shares; 2025Q3: not reported; 2025Q4: 10,318 shares 10,318$201K<0.01%newTimeline
CGAUCENTERRA GOLD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,000 shares; 2025Q1: 14,000 shares; 2025Q2: 14,000 shares; 2025Q3: 14,000 shares; 2025Q4: 14,000 shares 14,000$201K<0.01%0Timeline
CWCURTISS WRIGHT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162 shares; 2024Q4: 147 shares; 2025Q1: 141 shares; 2025Q2: 126 shares; 2025Q3: 269 shares; 2025Q4: 364 shares 364$201K<0.01%+95Timeline
ABALLIANCEBERNSTEIN HLDG L PQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,150 shares; 2024Q4: 5,150 shares; 2025Q1: 5,150 shares; 2025Q2: 5,150 shares; 2025Q3: 5,150 shares; 2025Q4: 5,150 shares 5,150$198K<0.01%0Timeline
DFHDREAM FINDERS HOMES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,747 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,560 shares; 2025Q3: 11,560 shares; 2025Q4: 11,560 shares 11,560$198K<0.01%0Timeline
HRLHORMEL FOODS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,919 shares; 2024Q4: 10,319 shares; 2025Q1: 9,756 shares; 2025Q2: 9,161 shares; 2025Q3: 9,099 shares; 2025Q4: 8,319 shares 8,319$197K<0.01%-780Timeline
BSVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,860 shares; 2024Q4: 3,860 shares; 2025Q1: 3,860 shares; 2025Q2: 3,860 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares 2,500$197K<0.01%0Timeline
ROADCONSTRUCTION PARTNERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 1,800 shares; 2025Q3: 1,800 shares; 2025Q4: 1,800 shares 1,800$195K<0.01%0Timeline
EGYVAALCO ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,578 shares; 2024Q4: 53,578 shares; 2025Q1: 53,578 shares; 2025Q2: 53,578 shares; 2025Q3: 53,578 shares; 2025Q4: 53,578 shares 53,578$195K<0.01%0Timeline
SRESEMPRAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,548 shares; 2024Q4: 4,753 shares; 2025Q1: 4,532 shares; 2025Q2: 5,573 shares; 2025Q3: 2,205 shares; 2025Q4: 2,205 shares 2,205$195K<0.01%0Timeline
CPKCHESAPEAKE UTILS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,465 shares; 2024Q4: 1,465 shares; 2025Q1: 1,465 shares; 2025Q2: 1,731 shares; 2025Q3: 1,560 shares; 2025Q4: 1,560 shares 1,560$195K<0.01%0Timeline
VDEVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,039 shares; 2024Q4: 5,057 shares; 2025Q1: 3,883 shares; 2025Q2: 3,539 shares; 2025Q3: 2,217 shares; 2025Q4: 1,540 shares 1,540$194K<0.01%-677Timeline
MICCMAGNUM ICE CREAM CO NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,146 shares 12,146$193K<0.01%newTimeline
NTAPNETAPP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,294 shares; 2024Q4: 1,294 shares; 2025Q1: 1,156 shares; 2025Q2: 2,012 shares; 2025Q3: 1,817 shares; 2025Q4: 1,792 shares 1,792$192K<0.01%-25Timeline
FHNFIRST HORIZON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,160 shares; 2024Q4: 8,160 shares; 2025Q1: 8,160 shares; 2025Q2: 8,160 shares; 2025Q3: 7,950 shares; 2025Q4: 7,950 shares 7,950$190K<0.01%0Timeline
CSGSCSG SYS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,812 shares; 2024Q4: 48,854 shares; 2025Q1: 47,228 shares; 2025Q2: 45,724 shares; 2025Q3: 3,466 shares; 2025Q4: 2,473 shares 2,473$190K<0.01%-993Timeline
ACUACME UTD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,700 shares; 2024Q4: 4,700 shares; 2025Q1: 4,700 shares; 2025Q2: 4,700 shares; 2025Q3: 4,700 shares; 2025Q4: 4,700 shares 4,700$189K<0.01%0Timeline
VOYAVOYA FINANCIAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,643 shares; 2024Q4: 2,631 shares; 2025Q1: 2,631 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares 2,500$186K<0.01%0Timeline
CPBTHE CAMPBELLS COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,411 shares; 2024Q4: 6,232 shares; 2025Q1: 5,620 shares; 2025Q2: 6,414 shares; 2025Q3: 6,629 shares; 2025Q4: 6,647 shares 6,647$185K<0.01%+18Timeline
LDOSLEIDOS HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,910 shares; 2024Q4: 2,030 shares; 2025Q1: 1,085 shares; 2025Q2: 1,115 shares; 2025Q3: 1,011 shares; 2025Q4: 1,011 shares 1,011$182K<0.01%0Timeline
AAGILENT TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,604 shares; 2024Q4: 3,599 shares; 2025Q1: 1,682 shares; 2025Q2: 2,335 shares; 2025Q3: 1,434 shares; 2025Q4: 1,334 shares 1,334$182K<0.01%-100Timeline
FCXFREEPORT MCMORAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,113 shares; 2024Q4: 14,961 shares; 2025Q1: 27,937 shares; 2025Q2: 20,673 shares; 2025Q3: 3,532 shares; 2025Q4: 3,530 shares 3,530$179K<0.01%-2Timeline
ADSKAUTODESK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,245 shares; 2024Q4: 17,274 shares; 2025Q1: 17,367 shares; 2025Q2: 17,487 shares; 2025Q3: 592 shares; 2025Q4: 601 shares 601$178K<0.01%+9Timeline
AGGMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,580 shares; 2024Q4: 4,555 shares; 2025Q1: 4,555 shares; 2025Q2: 4,390 shares; 2025Q3: 2,290 shares; 2025Q4: 1,690 shares 1,690$177K<0.01%-600Timeline
EXPEEXPEDIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,982 shares; 2024Q4: 19,981 shares; 2025Q1: 19,956 shares; 2025Q2: 19,833 shares; 2025Q3: 580 shares; 2025Q4: 621 shares 621$176K<0.01%+41Timeline
LQDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,308 shares; 2024Q4: 4,308 shares; 2025Q1: 4,719 shares; 2025Q2: 4,634 shares; 2025Q3: 2,155 shares; 2025Q4: 1,587 shares 1,587$175K<0.01%-568Timeline
EWZISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 351 shares; 2024Q4: not reported; 2025Q1: 6,438 shares; 2025Q2: 5,205 shares; 2025Q3: 5,009 shares; 2025Q4: 5,435 shares 5,435$173K<0.01%+426Timeline
WESWESTERN MIDSTREAM PARTNERS LQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,343 shares; 2024Q4: 4,343 shares; 2025Q1: 4,343 shares; 2025Q2: 4,343 shares; 2025Q3: 4,343 shares; 2025Q4: 4,343 shares 4,343$172K<0.01%0Timeline
MTSIMACOM TECH SOLUTIONS HLDGS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000$171K<0.01%0Timeline
HIIHUNTINGTON INGALLS INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 577 shares; 2024Q4: 541 shares; 2025Q1: 541 shares; 2025Q2: 541 shares; 2025Q3: 500 shares; 2025Q4: 500 shares 500$170K<0.01%0Timeline
TKRTIMKEN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,040 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000$168K<0.01%0Timeline
DFASDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,400 shares; 2024Q4: 4,400 shares; 2025Q1: 2,100 shares; 2025Q2: 2,100 shares; 2025Q3: 2,100 shares; 2025Q4: 2,414 shares 2,414$168K<0.01%+314Timeline
SCHJSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,700 shares; 2024Q4: 5,400 shares; 2025Q1: 5,400 shares; 2025Q2: 5,400 shares; 2025Q3: 5,400 shares; 2025Q4: 6,750 shares 6,750$168K<0.01%+1,350Timeline
PWRQUANTA SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,550 shares; 2024Q4: 3,554 shares; 2025Q1: 2,788 shares; 2025Q2: 2,717 shares; 2025Q3: 398 shares; 2025Q4: 398 shares 398$168K<0.01%0Timeline
VIKVIKING HOLDINGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,371 shares; 2024Q4: 5,371 shares; 2025Q1: 7,218 shares; 2025Q2: 8,028 shares; 2025Q3: not reported; 2025Q4: 2,349 shares 2,349$168K<0.01%newTimeline
PHMPULTE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,097 shares; 2024Q4: 1,947 shares; 2025Q1: 1,945 shares; 2025Q2: 1,642 shares; 2025Q3: 1,547 shares; 2025Q4: 1,424 shares 1,424$167K<0.01%-123Timeline
TRPTC ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,919 shares; 2024Q4: 3,919 shares; 2025Q1: 3,808 shares; 2025Q2: 4,026 shares; 2025Q3: 3,018 shares; 2025Q4: 3,018 shares 3,018$166K<0.01%0Timeline
IFFINTERNATIONAL FLAVORS&FRAGRAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,866 shares; 2024Q4: 3,948 shares; 2025Q1: 4,099 shares; 2025Q2: 4,077 shares; 2025Q3: 2,583 shares; 2025Q4: 2,458 shares 2,458$166K<0.01%-125Timeline
GQINATIXIS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,900 shares; 2024Q4: 2,900 shares; 2025Q1: 2,900 shares; 2025Q2: 2,900 shares; 2025Q3: 2,900 shares; 2025Q4: 2,900 shares 2,900$165K<0.01%0Timeline
VSDMVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,158 shares 2,158$165K<0.01%newTimeline
XLBSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,426 shares; 2024Q4: 2,359 shares; 2025Q1: 2,261 shares; 2025Q2: 2,289 shares; 2025Q3: 1,809 shares; 2025Q4: 3,618 shares 3,618$164K<0.01%+1,809Timeline
FLOTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 464 shares; 2024Q4: 464 shares; 2025Q1: 464 shares; 2025Q2: 464 shares; 2025Q3: 3,224 shares; 2025Q4: 3,224 shares 3,224$164K<0.01%0Timeline
SXTSENSIENT TECHNOLOGIES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,607 shares; 2024Q4: 3,887 shares; 2025Q1: 2,990 shares; 2025Q2: 2,006 shares; 2025Q3: 1,756 shares; 2025Q4: 1,735 shares 1,735$163K<0.01%-21Timeline
LAMRLAMAR ADVERTISING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,416 shares; 2024Q4: 2,416 shares; 2025Q1: 1,442 shares; 2025Q2: 1,442 shares; 2025Q3: 1,280 shares; 2025Q4: 1,280 shares 1,280$162K<0.01%0Timeline
FHIFEDERATED HERMES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,065 shares; 2024Q4: 3,065 shares; 2025Q1: 3,065 shares; 2025Q2: 3,116 shares; 2025Q3: 3,065 shares; 2025Q4: 3,065 shares 3,065$160K<0.01%0Timeline
AVAAVISTA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,128 shares 4,128$159K<0.01%+128Timeline
CPAYCORPAY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,163 shares; 2024Q4: 1,117 shares; 2025Q1: 1,159 shares; 2025Q2: 1,151 shares; 2025Q3: 700 shares; 2025Q4: 527 shares 527$159K<0.01%-173Timeline
SNPSSYNOPSYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,708 shares; 2024Q4: 1,607 shares; 2025Q1: 1,532 shares; 2025Q2: 1,471 shares; 2025Q3: 495 shares; 2025Q4: 335 shares 335$157K<0.01%-160Timeline
BTIBRITISH AMERN TOB PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,106 shares; 2024Q4: 5,945 shares; 2025Q1: 5,879 shares; 2025Q2: 7,253 shares; 2025Q3: 2,611 shares; 2025Q4: 2,775 shares 2,775$157K<0.01%+164Timeline
URIUNITED RENTALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,652 shares; 2024Q4: 2,765 shares; 2025Q1: 2,720 shares; 2025Q2: 2,822 shares; 2025Q3: 187 shares; 2025Q4: 194 shares 194$157K<0.01%+7Timeline
SYFSYNCHRONY FINANCIALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,354 shares; 2024Q4: 3,854 shares; 2025Q1: 8,234 shares; 2025Q2: 3,654 shares; 2025Q3: 1,873 shares; 2025Q4: 1,873 shares 1,873$156K<0.01%0Timeline
IMOIMPERIAL OIL LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,944 shares; 2024Q4: 1,944 shares; 2025Q1: 1,944 shares; 2025Q2: 1,944 shares; 2025Q3: 1,800 shares; 2025Q4: 1,800 shares 1,800$155K<0.01%0Timeline
TGLSTECNOGLASS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,440 shares; 2024Q4: 4,040 shares; 2025Q1: 4,040 shares; 2025Q2: 4,040 shares; 2025Q3: 3,070 shares; 2025Q4: 3,070 shares 3,070$154K<0.01%0Timeline
REMXVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,443 shares; 2025Q3: 3,160 shares; 2025Q4: 2,089 shares 2,089$154K<0.01%-1,071Timeline
STZCONSTELLATION BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,495 shares; 2024Q4: 20,394 shares; 2025Q1: 9,849 shares; 2025Q2: 9,542 shares; 2025Q3: 2,482 shares; 2025Q4: 1,117 shares 1,117$154K<0.01%-1,365Timeline
AMWDAMERICAN WOODMARK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,851 shares; 2024Q4: 2,851 shares; 2025Q1: 2,851 shares; 2025Q2: 2,851 shares; 2025Q3: 2,851 shares; 2025Q4: 2,851 shares 2,851$154K<0.01%0Timeline
BIIBBIOGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 773 shares; 2024Q4: 742 shares; 2025Q1: 806 shares; 2025Q2: 1,935 shares; 2025Q3: 867 shares; 2025Q4: 867 shares 867$153K<0.01%0Timeline
PRIPRIMERICA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,268 shares; 2024Q4: 995 shares; 2025Q1: 989 shares; 2025Q2: 985 shares; 2025Q3: 598 shares; 2025Q4: 590 shares 590$152K<0.01%-8Timeline
SPLVINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,075 shares; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 2,123 shares; 2025Q4: 2,123 shares 2,123$152K<0.01%0Timeline
BBHVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 938 shares; 2024Q4: 984 shares; 2025Q1: 1,014 shares; 2025Q2: 1,032 shares; 2025Q3: 800 shares; 2025Q4: 800 shares 800$151K<0.01%0Timeline
WWWWOLVERINE WORLD WIDE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,500 shares; 2024Q4: 6,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,300 shares 8,300$151K<0.01%newTimeline
XRAYDENTSPLY SIRONA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,647 shares; 2024Q4: 7,240 shares; 2025Q1: 11,039 shares; 2025Q2: 17,244 shares; 2025Q3: 11,555 shares; 2025Q4: 13,055 shares 13,055$149K<0.01%+1,500Timeline
XYZBLOCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,893 shares; 2024Q4: 9,401 shares; 2025Q1: 3,007 shares; 2025Q2: 4,112 shares; 2025Q3: 2,630 shares; 2025Q4: 2,267 shares 2,267$148K<0.01%-363Timeline
UALUNITED AIRLS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,255 shares; 2024Q4: 2,277 shares; 2025Q1: 2,444 shares; 2025Q2: 3,133 shares; 2025Q3: 1,319 shares; 2025Q4: 1,319 shares 1,319$147K<0.01%0Timeline
NRGNRG ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,744 shares; 2024Q4: 7,003 shares; 2025Q1: 3,612 shares; 2025Q2: 3,284 shares; 2025Q3: 971 shares; 2025Q4: 924 shares 924$147K<0.01%-47Timeline
HUBBHUBBELL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 576 shares; 2024Q4: 528 shares; 2025Q1: 462 shares; 2025Q2: 394 shares; 2025Q3: 329 shares; 2025Q4: 329 shares 329$146K<0.01%0Timeline
BANK OF AMER CORPBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66 shares; 2024Q4: 116 shares; 2025Q1: 116 shares; 2025Q2: 116 shares; 2025Q3: 66 shares; 2025Q4: 116 shares 116$145K<0.01%+50
EBAYEBAY INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,697 shares; 2024Q4: 3,760 shares; 2025Q1: 3,593 shares; 2025Q2: 3,679 shares; 2025Q3: 1,717 shares; 2025Q4: 1,663 shares 1,663$145K<0.01%-54Timeline
SCHASCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares 5,000$142K<0.01%0Timeline
CWENCLEARWAY ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,317 shares; 2024Q4: 16,917 shares; 2025Q1: 18,670 shares; 2025Q2: 14,817 shares; 2025Q3: 4,274 shares; 2025Q4: 4,274 shares 4,274$142K<0.01%0Timeline
GRMNGARMIN LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,049 shares; 2024Q4: 2,643 shares; 2025Q1: 2,149 shares; 2025Q2: 860 shares; 2025Q3: 709 shares; 2025Q4: 700 shares 700$142K<0.01%-9Timeline
IEFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,074 shares; 2024Q4: 7,083 shares; 2025Q1: 6,810 shares; 2025Q2: 6,272 shares; 2025Q3: 2,822 shares; 2025Q4: 1,474 shares 1,474$142K<0.01%-1,348Timeline
CPTCAMDEN PPTY TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,457 shares; 2024Q4: 1,383 shares; 2025Q1: 1,383 shares; 2025Q2: 1,383 shares; 2025Q3: 1,292 shares; 2025Q4: 1,286 shares 1,286$142K<0.01%-6Timeline
ROKROCKWELL AUTOMATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,730 shares; 2024Q4: 1,893 shares; 2025Q1: 1,855 shares; 2025Q2: 2,038 shares; 2025Q3: 707 shares; 2025Q4: 362 shares 362$141K<0.01%-345Timeline
FFORD MTR COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,187 shares; 2024Q4: 14,305 shares; 2025Q1: 15,170 shares; 2025Q2: 23,480 shares; 2025Q3: 13,243 shares; 2025Q4: 10,734 shares 10,734$141K<0.01%-2,509Timeline
GBDCGOLUB CAP BDC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,477 shares; 2024Q4: 112,176 shares; 2025Q1: 91,056 shares; 2025Q2: 91,056 shares; 2025Q3: 10,357 shares; 2025Q4: 10,357 shares 10,357$141K<0.01%0Timeline
BAXBAXTER INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,600 shares; 2024Q4: 16,638 shares; 2025Q1: 15,452 shares; 2025Q2: 15,164 shares; 2025Q3: 12,706 shares; 2025Q4: 7,289 shares 7,289$139K<0.01%-5,417Timeline
DINOHF SINCLAIR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,012 shares; 2024Q4: 2,724 shares; 2025Q1: 2,724 shares; 2025Q2: 3,024 shares; 2025Q3: 3,012 shares; 2025Q4: 3,012 shares 3,012$139K<0.01%0Timeline
BWXTBWX TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,119 shares; 2024Q4: 1,800 shares; 2025Q1: 1,800 shares; 2025Q2: 1,800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares 800$138K<0.01%0Timeline
FLKRFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,300 shares; 2025Q3: 4,300 shares; 2025Q4: 4,300 shares 4,300$138K<0.01%0Timeline
TTETOTALENERGIES SEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,098 shares 2,098$137K<0.01%newTimeline
VALEVALE S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,725 shares; 2024Q4: 3,725 shares; 2025Q1: 3,725 shares; 2025Q2: 10,725 shares; 2025Q3: 10,500 shares; 2025Q4: 10,500 shares 10,500$137K<0.01%0Timeline
SHOESHOE STA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,100 shares 8,100$137K<0.01%newTimeline
NTRSNORTHERN TR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,535 shares; 2024Q4: 2,535 shares; 2025Q1: 2,535 shares; 2025Q2: 2,535 shares; 2025Q3: 1,011 shares; 2025Q4: 1,000 shares 1,000$137K<0.01%-11Timeline
HPQHP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,041 shares; 2024Q4: 26,744 shares; 2025Q1: 25,435 shares; 2025Q2: 24,604 shares; 2025Q3: 6,466 shares; 2025Q4: 5,964 shares 5,964$133K<0.01%-502Timeline
COMPCOMPASS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43 shares; 2024Q4: 43 shares; 2025Q1: 43 shares; 2025Q2: 43 shares; 2025Q3: not reported; 2025Q4: 12,538 shares 12,538$133K<0.01%newTimeline
RIORIO TINTO PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,057 shares; 2024Q4: 3,349 shares; 2025Q1: 3,691 shares; 2025Q2: 3,454 shares; 2025Q3: 1,650 shares; 2025Q4: 1,650 shares 1,650$132K<0.01%0Timeline
RKTROCKET COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 53,395 shares; 2025Q3: not reported; 2025Q4: 6,800 shares 6,800$132K<0.01%newTimeline
GTLBGITLAB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,900 shares; 2024Q4: 2,050 shares; 2025Q1: 2,130 shares; 2025Q2: 1,430 shares; 2025Q3: not reported; 2025Q4: 3,500 shares 3,500$131K<0.01%newTimeline
SLYVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,435 shares; 2024Q4: 1,435 shares; 2025Q1: 1,435 shares; 2025Q2: 1,435 shares; 2025Q3: 1,435 shares; 2025Q4: 1,435 shares 1,435$131K<0.01%0Timeline
VRSNVERISIGN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 683 shares; 2024Q4: 654 shares; 2025Q1: 604 shares; 2025Q2: 888 shares; 2025Q3: 535 shares; 2025Q4: 535 shares 535$130K<0.01%0Timeline
NMFCNEW MTN FIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,000 shares; 2024Q4: 14,000 shares; 2025Q1: 14,000 shares; 2025Q2: 14,000 shares; 2025Q3: 14,000 shares; 2025Q4: 14,000 shares 14,000$129K<0.01%0Timeline
OGEOGE ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,269 shares; 2024Q4: 3,269 shares; 2025Q1: 3,269 shares; 2025Q2: 3,269 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares 3,000$128K<0.01%0Timeline
FXHFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,125 shares; 2024Q4: 1,125 shares; 2025Q1: 1,125 shares; 2025Q2: 1,125 shares; 2025Q3: 1,565 shares; 2025Q4: 1,125 shares 1,125$128K<0.01%-440Timeline
KMIKINDER MORGAN INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,462 shares; 2024Q4: 16,602 shares; 2025Q1: 44,175 shares; 2025Q2: 11,377 shares; 2025Q3: 4,635 shares; 2025Q4: 4,635 shares 4,635$127K<0.01%0Timeline
MASMASCO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,460 shares; 2024Q4: 2,530 shares; 2025Q1: 2,530 shares; 2025Q2: 2,359 shares; 2025Q3: 2,010 shares; 2025Q4: 1,998 shares 1,998$127K<0.01%-12Timeline
FITBFIFTH THIRD BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,463 shares; 2024Q4: 4,620 shares; 2025Q1: 4,814 shares; 2025Q2: 4,333 shares; 2025Q3: 2,695 shares; 2025Q4: 2,695 shares 2,695$126K<0.01%0Timeline
NZFNUVEEN MUN CR INCOME FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000$126K<0.01%0Timeline
BNDXVANGUARD CHARLOTTE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,472 shares; 2024Q4: 9,823 shares; 2025Q1: 11,850 shares; 2025Q2: 10,018 shares; 2025Q3: 2,585 shares; 2025Q4: 2,585 shares 2,585$125K<0.01%0Timeline
XHBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,606 shares; 2024Q4: 2,606 shares; 2025Q1: 2,106 shares; 2025Q2: 1,606 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares 1,200$124K<0.01%0Timeline
XLUSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,816 shares; 2024Q4: 4,607 shares; 2025Q1: 4,720 shares; 2025Q2: 4,525 shares; 2025Q3: 1,438 shares; 2025Q4: 2,876 shares 2,876$123K<0.01%+1,438Timeline
JBLJABIL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,896 shares; 2024Q4: 1,518 shares; 2025Q1: 317 shares; 2025Q2: 416 shares; 2025Q3: 618 shares; 2025Q4: 538 shares 538$123K<0.01%-80Timeline
EFOREVERFORTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,500 shares 2,500$120K<0.01%newTimeline
VGLTVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,745 shares; 2024Q4: 8,573 shares; 2025Q1: 3,540 shares; 2025Q2: 3,540 shares; 2025Q3: 2,158 shares; 2025Q4: 2,158 shares 2,158$120K<0.01%0Timeline
ALCALCON AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,653 shares; 2024Q4: 5,545 shares; 2025Q1: 5,086 shares; 2025Q2: 4,386 shares; 2025Q3: 1,589 shares; 2025Q4: 1,526 shares 1,526$120K<0.01%-63Timeline
DOVDOVER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,736 shares; 2024Q4: 2,736 shares; 2025Q1: 2,727 shares; 2025Q2: 2,892 shares; 2025Q3: 608 shares; 2025Q4: 608 shares 608$119K<0.01%0Timeline
NPOENPRO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 613 shares; 2024Q4: 613 shares; 2025Q1: 613 shares; 2025Q2: 563 shares; 2025Q3: 550 shares; 2025Q4: 550 shares 550$118K<0.01%0Timeline
SPHRSPHERE ENTERTAINMENT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,225 shares; 2024Q4: 4,225 shares; 2025Q1: 4,225 shares; 2025Q2: 4,225 shares; 2025Q3: 1,225 shares; 2025Q4: 1,225 shares 1,225$116K<0.01%0Timeline
HQYHEALTHEQUITY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,832 shares; 2024Q4: 1,826 shares; 2025Q1: 1,293 shares; 2025Q2: 1,293 shares; 2025Q3: 1,267 shares; 2025Q4: 1,267 shares 1,267$116K<0.01%0Timeline
SEICSEI INVTS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,410 shares; 2024Q4: 1,775 shares; 2025Q1: 1,897 shares; 2025Q2: 1,924 shares; 2025Q3: 1,407 shares; 2025Q4: 1,407 shares 1,407$115K<0.01%0Timeline
FLOFLOWERS FOODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 337 shares; 2024Q4: 337 shares; 2025Q1: 337 shares; 2025Q2: 737 shares; 2025Q3: 2,400 shares; 2025Q4: 10,600 shares 10,600$115K<0.01%+8,200Timeline
UGIUGI CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,120 shares; 2024Q4: 10,738 shares; 2025Q1: 8,238 shares; 2025Q2: 7,154 shares; 2025Q3: 4,571 shares; 2025Q4: 3,050 shares 3,050$114K<0.01%-1,521Timeline
VFCV F CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,387 shares; 2024Q4: 8,554 shares; 2025Q1: 8,008 shares; 2025Q2: 7,053 shares; 2025Q3: 6,353 shares; 2025Q4: 6,300 shares 6,300$114K<0.01%-53Timeline
FTVFORTIVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,772 shares; 2024Q4: 7,534 shares; 2025Q1: 7,481 shares; 2025Q2: 3,581 shares; 2025Q3: 2,052 shares; 2025Q4: 2,032 shares 2,032$112K<0.01%-20Timeline
DFIVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,324 shares; 2024Q4: 2,324 shares; 2025Q1: 2,324 shares; 2025Q2: 2,224 shares; 2025Q3: 2,224 shares; 2025Q4: 2,224 shares 2,224$111K<0.01%0Timeline
INGRINGREDION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,085 shares; 2024Q4: 866 shares; 2025Q1: 686 shares; 2025Q2: 646 shares; 2025Q3: 696 shares; 2025Q4: 1,006 shares 1,006$111K<0.01%+310Timeline
MNRMACH NATURAL RESOURCES LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares 10,000$110K<0.01%newTimeline
KEXKIRBY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,208 shares; 2024Q4: 5,126 shares; 2025Q1: 5,136 shares; 2025Q2: 4,604 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000$110K<0.01%0Timeline
SWKSSKYWORKS SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,784 shares; 2024Q4: 61,888 shares; 2025Q1: 11,723 shares; 2025Q2: 6,942 shares; 2025Q3: 3,213 shares; 2025Q4: 1,732 shares 1,732$110K<0.01%-1,481Timeline
KDKYNDRYL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,450 shares; 2024Q4: 10,650 shares; 2025Q1: 8,936 shares; 2025Q2: 7,240 shares; 2025Q3: 4,282 shares; 2025Q4: 4,072 shares 4,072$108K<0.01%-210Timeline
AYIACUITY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares 300$108K<0.01%0Timeline
CECELANESE CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,319 shares; 2024Q4: 2,033 shares; 2025Q1: 2,110 shares; 2025Q2: 3,164 shares; 2025Q3: 2,044 shares; 2025Q4: 2,544 shares 2,544$108K<0.01%+500Timeline
VMCVULCAN MATLS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,678 shares; 2024Q4: 2,686 shares; 2025Q1: 3,255 shares; 2025Q2: 3,672 shares; 2025Q3: 377 shares; 2025Q4: 377 shares 377$108K<0.01%0Timeline
PPAINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,150 shares; 2024Q4: 1,145 shares; 2025Q1: 1,402 shares; 2025Q2: 1,315 shares; 2025Q3: 683 shares; 2025Q4: 683 shares 683$107K<0.01%0Timeline
MFCMANULIFE FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,011 shares; 2024Q4: 3,998 shares; 2025Q1: 3,990 shares; 2025Q2: 3,963 shares; 2025Q3: 3,956 shares; 2025Q4: 2,946 shares 2,946$107K<0.01%-1,010Timeline
NPKNATIONAL PRESTO INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000$107K<0.01%0Timeline
WCNWASTE CONNECTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,054 shares; 2024Q4: 3,468 shares; 2025Q1: 3,938 shares; 2025Q2: 4,513 shares; 2025Q3: 540 shares; 2025Q4: 607 shares 607$106K<0.01%+67Timeline
IBBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,809 shares; 2024Q4: 1,186 shares; 2025Q1: 1,104 shares; 2025Q2: 1,571 shares; 2025Q3: 628 shares; 2025Q4: 628 shares 628$106K<0.01%0Timeline
IYHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,065 shares; 2024Q4: 4,065 shares; 2025Q1: 2,315 shares; 2025Q2: 1,620 shares; 2025Q3: 1,620 shares; 2025Q4: 1,620 shares 1,620$105K<0.01%0Timeline
MNSTMONSTER BEVERAGE CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,879 shares; 2024Q4: 5,585 shares; 2025Q1: 5,452 shares; 2025Q2: 5,265 shares; 2025Q3: 1,617 shares; 2025Q4: 1,374 shares 1,374$105K<0.01%-243Timeline
PNRPENTAIR PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,186 shares; 2025Q2: 1,196 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000$104K<0.01%0Timeline
FTKFLOTEK INDUSTRIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,000 shares; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares 6,000$103K<0.01%0Timeline
PSCCINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,321 shares; 2024Q4: 3,321 shares; 2025Q1: 3,321 shares; 2025Q2: 3,321 shares; 2025Q3: 3,321 shares; 2025Q4: 3,321 shares 3,321$103K<0.01%0Timeline
MOSMOSAIC COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,282 shares; 2024Q4: 7,707 shares; 2025Q1: 4,318 shares; 2025Q2: 10,280 shares; 2025Q3: 8,847 shares; 2025Q4: 4,233 shares 4,233$102K<0.01%-4,614Timeline
KNSLKINSALE CAP GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 855 shares; 2024Q4: 968 shares; 2025Q1: 266 shares; 2025Q2: 264 shares; 2025Q3: 260 shares; 2025Q4: 260 shares 260$102K<0.01%0Timeline
LYBLYONDELLBASELL INDUSTRIES NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,860 shares; 2024Q4: 4,375 shares; 2025Q1: 4,762 shares; 2025Q2: 3,502 shares; 2025Q3: 2,355 shares; 2025Q4: 2,343 shares 2,343$101K<0.01%-12Timeline
FBINFORTUNE BRANDS INNOVATIONS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,561 shares; 2024Q4: 2,561 shares; 2025Q1: 2,561 shares; 2025Q2: 2,587 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000$100K<0.01%0Timeline
BIPBROOKFIELD INFRASTRUCTURE PAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,875 shares; 2024Q4: 2,875 shares; 2025Q1: 2,875 shares; 2025Q2: 2,875 shares; 2025Q3: 2,875 shares; 2025Q4: 2,875 shares 2,875$99.9K<0.01%0Timeline
IGIBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,525 shares; 2024Q4: 51,195 shares; 2025Q1: 51,195 shares; 2025Q2: 16,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,849 shares 1,849$99.6K<0.01%+849Timeline
BPOPPOPULAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 806 shares; 2024Q4: 5,595 shares; 2025Q1: 2,775 shares; 2025Q2: 806 shares; 2025Q3: 800 shares; 2025Q4: 800 shares 800$99.6K<0.01%0Timeline
ONON SEMICONDUCTOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,353 shares; 2024Q4: 3,744 shares; 2025Q1: 3,596 shares; 2025Q2: 5,099 shares; 2025Q3: 2,827 shares; 2025Q4: 1,827 shares 1,827$98.9K<0.01%-1,000Timeline
MTDMETTLER TOLEDO INTERNATIONALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74 shares; 2024Q4: 139 shares; 2025Q1: 116 shares; 2025Q2: 60 shares; 2025Q3: 51 shares; 2025Q4: 70 shares 70$97.6K<0.01%+19Timeline
KRYSKRYSTAL BIOTECH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 218 shares; 2024Q4: 218 shares; 2025Q1: 225 shares; 2025Q2: 220 shares; 2025Q3: 393 shares; 2025Q4: 393 shares 393$96.9K<0.01%0Timeline
FYXFIRST TR EXCHANGE-TRADED ALPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 850 shares; 2024Q4: 850 shares; 2025Q1: 850 shares; 2025Q2: 850 shares; 2025Q3: 850 shares; 2025Q4: 850 shares 850$96.2K<0.01%0Timeline
BROSDUTCH BROS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,564 shares; 2024Q4: 1,564 shares; 2025Q1: 1,564 shares; 2025Q2: 1,564 shares; 2025Q3: 1,564 shares; 2025Q4: 1,564 shares 1,564$95.7K<0.01%0Timeline
TIGRUP FINTECH HLDG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,000 shares; 2025Q3: 16,000 shares; 2025Q4: 10,000 shares 10,000$95.6K<0.01%-6,000Timeline
VHTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,942 shares; 2024Q4: 3,942 shares; 2025Q1: 3,946 shares; 2025Q2: 3,797 shares; 2025Q3: 1,535 shares; 2025Q4: 332 shares 332$95.6K<0.01%-1,203Timeline
DGXQUEST DIAGNOSTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,293 shares; 2024Q4: 1,293 shares; 2025Q1: 1,253 shares; 2025Q2: 1,533 shares; 2025Q3: 657 shares; 2025Q4: 550 shares 550$95.4K<0.01%-107Timeline
TYLTYLER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,116 shares; 2024Q4: 1,115 shares; 2025Q1: 952 shares; 2025Q2: 957 shares; 2025Q3: 210 shares; 2025Q4: 210 shares 210$95.3K<0.01%0Timeline
HIHILLENBRAND INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 617,920 shares; 2024Q4: 590,519 shares; 2025Q1: 590,519 shares; 2025Q2: 590,519 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares 3,000$95.2K<0.01%0Timeline
BTCGRAYSCALE BITCOIN MINI TR ETQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,524 shares; 2025Q1: 4,524 shares; 2025Q2: 4,458 shares; 2025Q3: 2,449 shares; 2025Q4: 2,449 shares 2,449$94.8K<0.01%0Timeline
GOVTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 342,760 shares; 2024Q4: 346,107 shares; 2025Q1: 424,276 shares; 2025Q2: 395,887 shares; 2025Q3: 4,106 shares; 2025Q4: 4,106 shares 4,106$94.5K<0.01%0Timeline
RYROYAL BK CDAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,340 shares; 2024Q4: 1,623 shares; 2025Q1: 1,425 shares; 2025Q2: 584 shares; 2025Q3: 562 shares; 2025Q4: 550 shares 550$93.8K<0.01%-12Timeline
VRTVERTIV HOLDINGS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,865 shares; 2024Q4: 6,881 shares; 2025Q1: 1,204 shares; 2025Q2: 3,327 shares; 2025Q3: 575 shares; 2025Q4: 575 shares 575$93.2K<0.01%0Timeline
PDPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares 800$93.1K<0.01%0Timeline
GNTXGENTEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,209 shares; 2024Q4: 4,134 shares; 2025Q1: 4,124 shares; 2025Q2: 4,124 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares 4,000$93.1K<0.01%0Timeline
AAALCOA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,193 shares; 2024Q4: 6,521 shares; 2025Q1: 6,521 shares; 2025Q2: 6,222 shares; 2025Q3: 1,751 shares; 2025Q4: 1,751 shares 1,751$93K<0.01%0Timeline
CRCRANE COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 545 shares; 2024Q4: 545 shares; 2025Q1: 545 shares; 2025Q2: 545 shares; 2025Q3: 500 shares; 2025Q4: 500 shares 500$92.2K<0.01%0Timeline
UVSPUNIVEST FINANCIAL CORPORATIOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,802 shares; 2024Q4: 2,802 shares; 2025Q1: 2,802 shares; 2025Q2: 2,802 shares; 2025Q3: 2,802 shares; 2025Q4: 2,802 shares 2,802$91.7K<0.01%0Timeline
HACKAMPLIFY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,400 shares; 2024Q4: 2,400 shares; 2025Q1: 4,247 shares; 2025Q2: 3,485 shares; 2025Q3: 1,269 shares; 2025Q4: 1,140 shares 1,140$91.6K<0.01%-129Timeline
SHYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,712 shares; 2024Q4: 1,480 shares; 2025Q1: 430 shares; 2025Q2: 13,893 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares 1,100$91.1K<0.01%0Timeline
FIVEFIVE BELOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 481 shares; 2024Q4: 481 shares; 2025Q1: 481 shares; 2025Q2: 481 shares; 2025Q3: 481 shares; 2025Q4: 481 shares 481$90.6K<0.01%0Timeline
IQLTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,881 shares; 2025Q4: 1,992 shares 1,992$90.5K<0.01%+111Timeline
OUSAALPS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,669 shares; 2024Q4: 1,569 shares; 2025Q1: 1,569 shares; 2025Q2: 1,569 shares; 2025Q3: 1,569 shares; 2025Q4: 1,569 shares 1,569$90.5K<0.01%0Timeline
PAPIMORGAN STANLEY ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,500 shares; 2024Q4: 3,500 shares; 2025Q1: 3,500 shares; 2025Q2: 3,500 shares; 2025Q3: 3,500 shares; 2025Q4: 3,500 shares 3,500$90.2K<0.01%0Timeline
CINFCINCINNATI FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 760 shares; 2024Q4: 760 shares; 2025Q1: 754 shares; 2025Q2: 782 shares; 2025Q3: 550 shares; 2025Q4: 550 shares 550$89.8K<0.01%0Timeline
VRSKVERISK ANALYTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 854 shares; 2024Q4: 897 shares; 2025Q1: 903 shares; 2025Q2: 908 shares; 2025Q3: 408 shares; 2025Q4: 400 shares 400$89.5K<0.01%-8Timeline
LKQLKQ CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,029 shares; 2024Q4: 2,212 shares; 2025Q1: 2,143 shares; 2025Q2: 3,012 shares; 2025Q3: 2,992 shares; 2025Q4: 2,959 shares 2,959$89.4K<0.01%-33Timeline
ICLRICON PUB LTD COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190 shares; 2024Q4: 2,922 shares; 2025Q1: 3,494 shares; 2025Q2: 131 shares; 2025Q3: 163 shares; 2025Q4: 487 shares 487$88.7K<0.01%+324Timeline
LADLITHIA MTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 683 shares; 2024Q4: 550 shares; 2025Q1: 451 shares; 2025Q2: 259 shares; 2025Q3: 258 shares; 2025Q4: 261 shares 261$86.7K<0.01%+3Timeline
ELMDELECTROMED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,529 shares; 2024Q4: 8,929 shares; 2025Q1: 2,964 shares; 2025Q2: 2,964 shares; 2025Q3: 2,964 shares; 2025Q4: 2,964 shares 2,964$86.3K<0.01%0Timeline
VEEVVEEVA SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 801 shares; 2024Q4: 801 shares; 2025Q1: 801 shares; 2025Q2: 1,042 shares; 2025Q3: 800 shares; 2025Q4: 385 shares 385$85.9K<0.01%-415Timeline
QQQYTIDAL TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,648 shares; 2024Q4: 3,648 shares; 2025Q1: 3,648 shares; 2025Q2: 3,648 shares; 2025Q3: 3,648 shares; 2025Q4: 3,648 shares 3,648$85.9K<0.01%0Timeline
XEXGXEATON VANCE TAX-MANAGED GLOBQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,000 shares; 2024Q4: 9,000 shares; 2025Q1: 9,000 shares; 2025Q2: 9,000 shares; 2025Q3: 9,000 shares; 2025Q4: 9,000 shares 9,000$85.8K<0.01%0Timeline
DALDELTA AIR LINES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,111 shares; 2024Q4: 9,367 shares; 2025Q1: 1,539 shares; 2025Q2: 1,889 shares; 2025Q3: 1,235 shares; 2025Q4: 1,235 shares 1,235$85.7K<0.01%0Timeline
VTRSVIATRIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,614 shares; 2024Q4: 17,076 shares; 2025Q1: 13,024 shares; 2025Q2: 9,657 shares; 2025Q3: 7,664 shares; 2025Q4: 6,859 shares 6,859$85.4K<0.01%-805Timeline
ATRAPTARGROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 785 shares; 2024Q4: 785 shares; 2025Q1: 785 shares; 2025Q2: 785 shares; 2025Q3: 700 shares; 2025Q4: 700 shares 700$85.4K<0.01%0Timeline
CTSHCOGNIZANT TECHNOLOGY SOLUTIOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,005 shares; 2024Q4: 1,478 shares; 2025Q1: 1,226 shares; 2025Q2: 2,580 shares; 2025Q3: 1,028 shares; 2025Q4: 1,028 shares 1,028$85.3K<0.01%0Timeline
SCHDSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,924 shares; 2024Q4: 19,506 shares; 2025Q1: 4,629 shares; 2025Q2: 4,607 shares; 2025Q3: 3,983 shares; 2025Q4: 3,083 shares 3,083$84.6K<0.01%-900Timeline
SRLNSSGA ACTIVE ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,470 shares; 2024Q4: 7,670 shares; 2025Q1: 7,670 shares; 2025Q2: 3,340 shares; 2025Q3: not reported; 2025Q4: 2,043 shares 2,043$84.3K<0.01%newTimeline
DELLDELL TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,667 shares; 2024Q4: 1,551 shares; 2025Q1: 1,126 shares; 2025Q2: 1,328 shares; 2025Q3: 568 shares; 2025Q4: 668 shares 668$84.1K<0.01%+100Timeline
FTLSFIRST TR EXCH TRADED FD IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,184 shares; 2024Q4: 1,184 shares; 2025Q1: 1,184 shares; 2025Q2: 1,834 shares; 2025Q3: 1,184 shares; 2025Q4: 1,184 shares 1,184$84.1K<0.01%0Timeline
FBNDFIDELITY MERRIMACK STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,857 shares; 2024Q4: 1,857 shares; 2025Q1: 1,903 shares; 2025Q2: 1,874 shares; 2025Q3: 1,874 shares; 2025Q4: 1,820 shares 1,820$83.8K<0.01%-54Timeline
PCARPACCAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,726 shares; 2024Q4: 2,647 shares; 2025Q1: 3,610 shares; 2025Q2: 4,251 shares; 2025Q3: 765 shares; 2025Q4: 765 shares 765$83.8K<0.01%0Timeline
CDPCOPT DEFENSE PROPERTIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares 3,000$83.4K<0.01%0Timeline
DKNGDRAFTKINGS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,764 shares; 2024Q4: 7,693 shares; 2025Q1: 10,828 shares; 2025Q2: 2,453 shares; 2025Q3: 2,400 shares; 2025Q4: 2,400 shares 2,400$82.7K<0.01%0Timeline
REGNREGENERON PHARMACEUTICALSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,810 shares; 2024Q4: 1,695 shares; 2025Q1: 1,231 shares; 2025Q2: 726 shares; 2025Q3: 106 shares; 2025Q4: 106 shares 106$81.8K<0.01%0Timeline
MLPAGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,666 shares; 2024Q4: 1,666 shares; 2025Q1: 1,666 shares; 2025Q2: 1,666 shares; 2025Q3: 1,666 shares; 2025Q4: 1,666 shares 1,666$80.7K<0.01%0Timeline
LEUCENTRUS ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 332 shares 332$80.6K<0.01%+82Timeline
RYNRAYONIER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,902 shares; 2024Q4: 10,902 shares; 2025Q1: 3,933 shares; 2025Q2: 3,933 shares; 2025Q3: 3,552 shares; 2025Q4: 3,712 shares 3,712$80.4K<0.01%+160Timeline
CLFCLEVELAND-CLIFFS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,012 shares; 2024Q4: 5,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares 6,000$79.7K<0.01%0Timeline
EFVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,522 shares; 2024Q4: 3,573 shares; 2025Q1: 3,522 shares; 2025Q2: 5,795 shares; 2025Q3: 1,115 shares; 2025Q4: 1,115 shares 1,115$79.6K<0.01%0Timeline
IBDWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,750 shares; 2025Q4: 3,750 shares 3,750$79.3K<0.01%0Timeline
FVDFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,819 shares; 2024Q4: 1,719 shares; 2025Q1: 1,719 shares; 2025Q2: 2,099 shares; 2025Q3: 1,719 shares; 2025Q4: 1,719 shares 1,719$79.2K<0.01%0Timeline
HYGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 978 shares; 2024Q4: 978 shares; 2025Q1: 978 shares; 2025Q2: 978 shares; 2025Q3: 978 shares; 2025Q4: 978 shares 978$78.9K<0.01%0Timeline
RDVIFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,730 shares; 2024Q4: 4,683 shares; 2025Q1: 9,893 shares; 2025Q2: 12,962 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares 3,000$78.7K<0.01%0Timeline
MDCXMEDICUS PHARMA LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,622 shares; 2025Q4: 51,244 shares 51,244$78.4K<0.01%+25,622Timeline
MANHMANHATTAN ASSOCIATES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,784 shares; 2024Q4: 801 shares; 2025Q1: 556 shares; 2025Q2: 585 shares; 2025Q3: 585 shares; 2025Q4: 450 shares 450$78K<0.01%-135Timeline
SHLDGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares 1,200$77.7K<0.01%0Timeline
GENGEN DIGITAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,129 shares; 2024Q4: 3,123 shares; 2025Q1: 3,123 shares; 2025Q2: 3,179 shares; 2025Q3: 2,992 shares; 2025Q4: 2,851 shares 2,851$77.5K<0.01%-141Timeline
VACMARRIOTT VACATIONS WORLDWIDEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,321 shares; 2024Q4: 1,321 shares; 2025Q1: 1,321 shares; 2025Q2: 1,321 shares; 2025Q3: 1,320 shares; 2025Q4: 1,320 shares 1,320$76.2K<0.01%0Timeline
HLNHALEON PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,211 shares; 2024Q4: 22,858 shares; 2025Q1: 24,763 shares; 2025Q2: 22,022 shares; 2025Q3: 7,469 shares; 2025Q4: 7,469 shares 7,469$75.5K<0.01%0Timeline
TEVATEVA PHARMACEUTICAL INDS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,759 shares; 2024Q4: 28,850 shares; 2025Q1: 35,862 shares; 2025Q2: 39,573 shares; 2025Q3: 2,413 shares; 2025Q4: 2,413 shares 2,413$75.3K<0.01%0Timeline
HVTHAVERTY FURNITURE COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,200 shares; 2024Q4: 3,200 shares; 2025Q1: 3,200 shares; 2025Q2: 3,200 shares; 2025Q3: 3,200 shares; 2025Q4: 3,200 shares 3,200$74.8K<0.01%0Timeline
DXCMDEXCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,685 shares; 2024Q4: 4,786 shares; 2025Q1: 9,596 shares; 2025Q2: 4,857 shares; 2025Q3: 1,146 shares; 2025Q4: 1,121 shares 1,121$74.4K<0.01%-25Timeline
KEPKOREA ELEC PWR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,500 shares; 2024Q4: 4,500 shares; 2025Q1: 4,500 shares; 2025Q2: 4,500 shares; 2025Q3: 4,500 shares; 2025Q4: 4,500 shares 4,500$74.2K<0.01%0Timeline
UBSUBS GROUP AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,805 shares; 2024Q4: 11,615 shares; 2025Q1: 10,926 shares; 2025Q2: 3,297 shares; 2025Q3: 1,265 shares; 2025Q4: 1,590 shares 1,590$73.6K<0.01%+325Timeline
LECOLINCOLN ELEC HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 631 shares; 2024Q4: 430 shares; 2025Q1: 430 shares; 2025Q2: 430 shares; 2025Q3: 416 shares; 2025Q4: 307 shares 307$73.6K<0.01%-109Timeline
DKSDICKS SPORTING GOODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 670 shares; 2024Q4: 396 shares; 2025Q1: 391 shares; 2025Q2: 382 shares; 2025Q3: 360 shares; 2025Q4: 369 shares 369$73.1K<0.01%+9Timeline
IBDRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,700 shares; 2025Q1: 6,700 shares; 2025Q2: 6,700 shares; 2025Q3: not reported; 2025Q4: 3,000 shares 3,000$72.7K<0.01%newTimeline
SCHMSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 2,400 shares; 2025Q1: 2,400 shares; 2025Q2: 2,400 shares; 2025Q3: 2,400 shares; 2025Q4: 2,400 shares 2,400$72.2K<0.01%0Timeline
LNKBLINKBANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 6,666 shares; 2025Q1: 6,666 shares; 2025Q2: 300 shares; 2025Q3: 8,695 shares; 2025Q4: 8,695 shares 8,695$71.8K<0.01%0Timeline
GWREGUIDEWIRE SOFTWARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 683 shares; 2024Q4: 683 shares; 2025Q1: 537 shares; 2025Q2: 373 shares; 2025Q3: 350 shares; 2025Q4: 357 shares 357$71.8K<0.01%+7Timeline
LSGRNATIXIS ETF TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares 1,600$71.6K<0.01%0Timeline
PODDINSULET CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 491 shares; 2024Q4: 538 shares; 2025Q1: 914 shares; 2025Q2: 501 shares; 2025Q3: 250 shares; 2025Q4: 250 shares 250$71.1K<0.01%0Timeline
CHWYCHEWY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,150 shares; 2024Q4: 2,800 shares; 2025Q1: 2,688 shares; 2025Q2: 10,909 shares; 2025Q3: 2,150 shares; 2025Q4: 2,150 shares 2,150$71.1K<0.01%0Timeline
RLRALPH LAUREN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,849 shares; 2024Q4: 2,849 shares; 2025Q1: 2,549 shares; 2025Q2: 2,249 shares; 2025Q3: 200 shares; 2025Q4: 200 shares 200$70.7K<0.01%0Timeline
WHRWHIRLPOOL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,351 shares; 2024Q4: 2,351 shares; 2025Q1: 2,351 shares; 2025Q2: 2,320 shares; 2025Q3: 1,580 shares; 2025Q4: 980 shares 980$70.7K<0.01%-600Timeline
STRLSTERLING INFRASTRUCTURE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 72 shares; 2025Q4: 230 shares 230$70.4K<0.01%+158Timeline
SSENTINELONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,805 shares; 2024Q4: 4,049 shares; 2025Q1: 4,889 shares; 2025Q2: 5,767 shares; 2025Q3: 5,472 shares; 2025Q4: 4,672 shares 4,672$70.1K<0.01%-800Timeline
AEEAMEREN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 843 shares; 2024Q4: 980 shares; 2025Q1: 980 shares; 2025Q2: 980 shares; 2025Q3: 715 shares; 2025Q4: 700 shares 700$69.9K<0.01%-15Timeline
CRSCARPENTER TECHNOLOGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 333 shares; 2025Q3: 222 shares; 2025Q4: 222 shares 222$69.9K<0.01%0Timeline
MATMATTEL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,500 shares; 2025Q3: 3,500 shares; 2025Q4: 3,510 shares 3,510$69.6K<0.01%+10Timeline
CTRACOTERRA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,916 shares; 2024Q4: 26,859 shares; 2025Q1: 24,925 shares; 2025Q2: 26,261 shares; 2025Q3: 2,116 shares; 2025Q4: 2,645 shares 2,645$69.6K<0.01%+529Timeline
AIQGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,367 shares; 2025Q1: 1,367 shares; 2025Q2: 1,367 shares; 2025Q3: 1,367 shares; 2025Q4: 1,367 shares 1,367$69.5K<0.01%0Timeline
ITTITT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 427 shares; 2024Q4: 427 shares; 2025Q1: 435 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares 400$69.4K<0.01%0Timeline
MGAMAGNA INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 453 shares; 2024Q4: 474 shares; 2025Q1: 300 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: 1,300 shares 1,300$69.3K<0.01%0Timeline
ADCAGREE RLTY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,019 shares; 2024Q4: 1,060 shares; 2025Q1: 1,060 shares; 2025Q2: 1,060 shares; 2025Q3: 950 shares; 2025Q4: 950 shares 950$68.4K<0.01%0Timeline
FNFABRINETQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 294 shares; 2024Q4: 294 shares; 2025Q1: 173 shares; 2025Q2: 171 shares; 2025Q3: 150 shares; 2025Q4: 150 shares 150$68.3K<0.01%0Timeline
GGNGAMCO GLOBAL GOLD NAT RES &Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,025 shares; 2024Q4: 13,025 shares; 2025Q1: 13,025 shares; 2025Q2: 13,025 shares; 2025Q3: 13,025 shares; 2025Q4: 13,025 shares 13,025$67.2K<0.01%0Timeline
SMHVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,752 shares; 2024Q4: 1,775 shares; 2025Q1: 1,801 shares; 2025Q2: 1,683 shares; 2025Q3: 186 shares; 2025Q4: 186 shares 186$67K<0.01%0Timeline
MMACYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,103 shares; 2024Q4: 1,557 shares; 2025Q1: 3,123 shares; 2025Q2: 3,123 shares; 2025Q3: 3,028 shares; 2025Q4: 3,028 shares 3,028$66.8K<0.01%0Timeline
ORLYOREILLY AUTOMOTIVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160 shares; 2024Q4: 554 shares; 2025Q1: 564 shares; 2025Q2: 9,290 shares; 2025Q3: 99 shares; 2025Q4: 729 shares 729$66.5K<0.01%+630Timeline
MTNVAIL RESORTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares 500$66.4K<0.01%0Timeline
BNSBANK NOVA SCOTIA B CQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,039 shares; 2024Q4: 2,039 shares; 2025Q1: 2,039 shares; 2025Q2: 2,039 shares; 2025Q3: 2,000 shares; 2025Q4: 900 shares 900$66.3K<0.01%-1,100Timeline
MSGEMADISON SQUARE GARDEN ENTMTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,691 shares; 2024Q4: 5,362 shares; 2025Q1: 1,225 shares; 2025Q2: 2,796 shares; 2025Q3: 1,225 shares; 2025Q4: 1,225 shares 1,225$66K<0.01%0Timeline
BABAALIBABA GROUP HLDG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 835 shares; 2024Q4: 882 shares; 2025Q1: 960 shares; 2025Q2: 834 shares; 2025Q3: 450 shares; 2025Q4: 450 shares 450$66K<0.01%0Timeline
CARTMAPLEBEAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 815 shares; 2024Q4: 1,795 shares; 2025Q1: 1,795 shares; 2025Q2: 1,795 shares; 2025Q3: 980 shares; 2025Q4: 1,462 shares 1,462$65.8K<0.01%+482Timeline
WATWATERS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 279 shares; 2024Q4: 280 shares; 2025Q1: 280 shares; 2025Q2: 280 shares; 2025Q3: 233 shares; 2025Q4: 173 shares 173$65.7K<0.01%-60Timeline
CCCHEMOURS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,989 shares; 2024Q4: 7,499 shares; 2025Q1: 6,702 shares; 2025Q2: 6,207 shares; 2025Q3: 5,341 shares; 2025Q4: 5,541 shares 5,541$65.3K<0.01%+200Timeline
DTDYNATRACE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,453 shares; 2024Q4: 2,876 shares; 2025Q1: 6,530 shares; 2025Q2: 3,253 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares 1,500$65K<0.01%0Timeline
ASOACADEMY SPORTS & OUTDOORS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,300 shares; 2024Q4: 8,300 shares; 2025Q1: 8,300 shares; 2025Q2: 7,300 shares; 2025Q3: 1,300 shares; 2025Q4: 1,300 shares 1,300$64.9K<0.01%0Timeline
HEIHEICO CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares 200$64.7K<0.01%0Timeline
LPLALPL FINL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 783 shares; 2024Q4: 464 shares; 2025Q1: 1,816 shares; 2025Q2: 2,418 shares; 2025Q3: 235 shares; 2025Q4: 180 shares 180$64.3K<0.01%-55Timeline
VYMIVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,321 shares; 2024Q4: 747 shares; 2025Q1: 429 shares; 2025Q2: 414 shares; 2025Q3: not reported; 2025Q4: 708 shares 708$63.7K<0.01%newTimeline
CONYTIDAL TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,613 shares 1,613$63.5K<0.01%newTimeline
IDAIDACORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 514 shares; 2024Q4: 514 shares; 2025Q1: 514 shares; 2025Q2: 514 shares; 2025Q3: 500 shares; 2025Q4: 500 shares 500$63.3K<0.01%0Timeline
BURLBURLINGTON STORES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 215 shares; 2024Q4: 207 shares; 2025Q1: 199 shares; 2025Q2: 204 shares; 2025Q3: 152 shares; 2025Q4: 218 shares 218$63K<0.01%+66Timeline
ROBOEXCHANGE TRADED CONCEPTS TRUQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: 3,406 shares; 2025Q1: 3,406 shares; 2025Q2: 3,406 shares; 2025Q3: 906 shares; 2025Q4: 906 shares 906$62.8K<0.01%0Timeline
IWMYTIDAL TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,172 shares; 2024Q4: 3,172 shares; 2025Q1: 3,172 shares; 2025Q2: 3,172 shares; 2025Q3: 3,172 shares; 2025Q4: 3,172 shares 3,172$62.5K<0.01%0Timeline
XLCSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,874 shares; 2024Q4: 8,638 shares; 2025Q1: 8,385 shares; 2025Q2: 8,500 shares; 2025Q3: 519 shares; 2025Q4: 519 shares 519$61.1K<0.01%0Timeline
FFIVF5 INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 575 shares; 2024Q4: 574 shares; 2025Q1: 574 shares; 2025Q2: 630 shares; 2025Q3: 249 shares; 2025Q4: 237 shares 237$60.5K<0.01%-12Timeline
MAINMAIN STR CAP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000$60.4K<0.01%0Timeline
JBTMJBT MAREL CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares 400$60.3K<0.01%0Timeline
VLGEAVILLAGE SUPER MKT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,700 shares; 2024Q4: 1,700 shares; 2025Q1: 1,700 shares; 2025Q2: 1,700 shares; 2025Q3: 1,700 shares; 2025Q4: 1,700 shares 1,700$60.2K<0.01%0Timeline
HHHHOWARD HUGHES HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 595 shares; 2024Q4: 595 shares; 2025Q1: 595 shares; 2025Q2: 595 shares; 2025Q3: 450 shares; 2025Q4: 750 shares 750$59.8K<0.01%+300Timeline
VODVODAFONE GROUP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,158 shares; 2024Q4: 9,789 shares; 2025Q1: 8,838 shares; 2025Q2: 4,528 shares; 2025Q3: 4,528 shares; 2025Q4: 4,528 shares 4,528$59.8K<0.01%0Timeline
FTNTFORTINET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,605 shares; 2024Q4: 6,472 shares; 2025Q1: 10,866 shares; 2025Q2: 4,093 shares; 2025Q3: 1,175 shares; 2025Q4: 750 shares 750$59.6K<0.01%-425Timeline
CNQCANADIAN NAT RES LTD MED TERQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,120 shares; 2024Q4: 1,120 shares; 2025Q1: 2,721 shares; 2025Q2: 2,721 shares; 2025Q3: 1,620 shares; 2025Q4: 1,759 shares 1,759$59.5K<0.01%+139Timeline
PRPERMIAN RESOURCES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,200 shares; 2024Q4: 4,200 shares; 2025Q1: 4,200 shares; 2025Q2: 4,200 shares; 2025Q3: 4,200 shares; 2025Q4: 4,200 shares 4,200$58.9K<0.01%0Timeline
DHID R HORTON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,371 shares; 2024Q4: 7,897 shares; 2025Q1: 10,913 shares; 2025Q2: 13,182 shares; 2025Q3: 408 shares; 2025Q4: 408 shares 408$58.8K<0.01%0Timeline
SCHFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,731 shares; 2024Q4: 2,731 shares; 2025Q1: 5,171 shares; 2025Q2: 5,193 shares; 2025Q3: 2,440 shares; 2025Q4: 2,440 shares 2,440$58.7K<0.01%0Timeline
ARWARROW ELECTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,673 shares; 2024Q4: 4,452 shares; 2025Q1: 3,519 shares; 2025Q2: 2,537 shares; 2025Q3: 546 shares; 2025Q4: 530 shares 530$58.4K<0.01%-16Timeline
BUDANHEUSER BUSCH INBEV SA NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,089 shares; 2024Q4: 1,463 shares; 2025Q1: 1,430 shares; 2025Q2: 1,465 shares; 2025Q3: 900 shares; 2025Q4: 900 shares 900$57.6K<0.01%0Timeline
FPXFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 350 shares; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 350 shares 350$57.3K<0.01%0Timeline
CAGCONAGRA BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,037 shares; 2024Q4: 7,107 shares; 2025Q1: 5,599 shares; 2025Q2: 4,484 shares; 2025Q3: 6,725 shares; 2025Q4: 3,306 shares 3,306$57.2K<0.01%-3,419Timeline
IBTGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares 2,500$57.2K<0.01%0Timeline
SESEA LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,074 shares; 2024Q4: 3,803 shares; 2025Q1: 3,818 shares; 2025Q2: 3,511 shares; 2025Q3: 1,106 shares; 2025Q4: 447 shares 447$57K<0.01%-659Timeline
SCHBSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,574 shares; 2024Q4: 31,722 shares; 2025Q1: 31,722 shares; 2025Q2: 9,751 shares; 2025Q3: 2,160 shares; 2025Q4: 2,160 shares 2,160$56.7K<0.01%0Timeline
DGROISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,989 shares; 2024Q4: 6,177 shares; 2025Q1: 5,989 shares; 2025Q2: 4,435 shares; 2025Q3: 550 shares; 2025Q4: 812 shares 812$56.4K<0.01%+262Timeline
STXSEAGATE TECHNOLOGY HLDNGS PLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 495 shares; 2024Q4: 552 shares; 2025Q1: 523 shares; 2025Q2: 626 shares; 2025Q3: 161 shares; 2025Q4: 203 shares 203$55.9K<0.01%+42Timeline
LULULULULEMON ATHLETICA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 918 shares; 2024Q4: 801 shares; 2025Q1: 789 shares; 2025Q2: 1,006 shares; 2025Q3: 403 shares; 2025Q4: 267 shares 267$55.5K<0.01%-136Timeline
IBDVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,500 shares 2,500$55.2K<0.01%newTimeline
ARMKARAMARKQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,645 shares; 2024Q4: 2,952 shares; 2025Q1: 452 shares; 2025Q2: 452 shares; 2025Q3: 452 shares; 2025Q4: 1,492 shares 1,492$55K<0.01%+1,040Timeline
TTEKTETRA TECH INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,061 shares; 2024Q4: 9,848 shares; 2025Q1: 391 shares; 2025Q2: 954 shares; 2025Q3: 1,755 shares; 2025Q4: 1,631 shares 1,631$54.7K<0.01%-124Timeline
GSATGLOBALSTAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,193 shares; 2025Q2: 1,193 shares; 2025Q3: 1,193 shares; 2025Q4: 893 shares 893$54.5K<0.01%-300Timeline
AMGAFFILIATED MANAGERS GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 257 shares; 2024Q4: 256 shares; 2025Q1: 256 shares; 2025Q2: 251 shares; 2025Q3: 198 shares; 2025Q4: 189 shares 189$54.5K<0.01%-9Timeline
KMPRKEMPER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,341 shares; 2024Q4: 1,341 shares; 2025Q1: 1,341 shares; 2025Q2: 1,341 shares; 2025Q3: 1,341 shares; 2025Q4: 1,341 shares 1,341$54.4K<0.01%0Timeline
PCNPIMCO CORPORATE & INCM STRGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,992 shares; 2024Q4: 1,992 shares; 2025Q1: 1,992 shares; 2025Q2: 1,992 shares; 2025Q3: 2,192 shares; 2025Q4: 4,192 shares 4,192$53.5K<0.01%+2,000Timeline
WMGWARNER MUSIC GROUP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,170 shares; 2024Q4: 2,170 shares; 2025Q1: 1,930 shares; 2025Q2: 1,730 shares; 2025Q3: 1,730 shares; 2025Q4: 1,730 shares 1,730$53.1K<0.01%0Timeline
HOOWROUNDHILL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 593 shares; 2025Q4: 1,116 shares 1,116$53K<0.01%+523Timeline
GXOGXO LOGISTICS INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,366 shares; 2024Q4: 1,366 shares; 2025Q1: 1,366 shares; 2025Q2: 1,011 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000$52.6K<0.01%0Timeline
VFHVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,261 shares; 2024Q4: 11,727 shares; 2025Q1: 11,294 shares; 2025Q2: 11,257 shares; 2025Q3: 3,459 shares; 2025Q4: 394 shares 394$52.6K<0.01%-3,065Timeline
OLNOLIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,333 shares; 2024Q4: 5,833 shares; 2025Q1: 6,006 shares; 2025Q2: 5,833 shares; 2025Q3: 2,859 shares; 2025Q4: 2,500 shares 2,500$52.1K<0.01%-359Timeline
DOCNDIGITALOCEAN HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,082 shares; 2025Q4: 1,082 shares 1,082$52.1K<0.01%0Timeline
EUFNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,400 shares; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 1,952 shares; 2025Q3: 1,400 shares; 2025Q4: 1,400 shares 1,400$51.9K<0.01%0Timeline
STMSTMICROELECTRONICS N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,246 shares; 2024Q4: 4,961 shares; 2025Q1: 4,951 shares; 2025Q2: 5,203 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000$51.9K<0.01%0Timeline
DRSKETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,611 shares; 2024Q4: 1,611 shares; 2025Q1: 1,827 shares; 2025Q2: 1,791 shares; 2025Q3: 1,791 shares; 2025Q4: 1,791 shares 1,791$51K<0.01%0Timeline
AIZASSURANT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,227 shares; 2024Q4: 224 shares; 2025Q1: 282 shares; 2025Q2: 219 shares; 2025Q3: 221 shares; 2025Q4: 208 shares 208$50.1K<0.01%-13Timeline
XGDVXGABELLI DIVID & INCOME TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,367 shares; 2024Q4: 7,367 shares; 2025Q1: 7,367 shares; 2025Q2: 7,367 shares; 2025Q3: 1,800 shares; 2025Q4: 1,800 shares 1,800$50K<0.01%0Timeline
MSTYTIDAL TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,671 shares 1,671$49.5K<0.01%newTimeline
LCIILCI INDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 404 shares; 2024Q4: 404 shares; 2025Q1: 404 shares; 2025Q2: 404 shares; 2025Q3: 400 shares; 2025Q4: 400 shares 400$48.5K<0.01%0Timeline
MAGSLISTED FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 730 shares; 2025Q4: 730 shares 730$48.2K<0.01%0Timeline
DOCUDOCUSIGN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 819 shares; 2024Q4: 819 shares; 2025Q1: 819 shares; 2025Q2: 819 shares; 2025Q3: 700 shares; 2025Q4: 700 shares 700$47.9K<0.01%0Timeline
WCCWESCO INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,522 shares; 2024Q4: 673 shares; 2025Q1: 194 shares; 2025Q2: 189 shares; 2025Q3: 205 shares; 2025Q4: 195 shares 195$47.7K<0.01%-10Timeline
FDTFIRST TR EXCH TRD ALPHDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares 600$47.7K<0.01%0Timeline
UVVUNIVERSAL CORP VA MTNS BK ENQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 900 shares; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 900 shares 900$47.5K<0.01%0Timeline
MSCIMSCI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 919 shares; 2024Q4: 926 shares; 2025Q1: 891 shares; 2025Q2: 1,057 shares; 2025Q3: 82 shares; 2025Q4: 82 shares 82$47K<0.01%0Timeline
FMCFMC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 880 shares; 2024Q4: 1,409 shares; 2025Q1: 1,890 shares; 2025Q2: 3,244 shares; 2025Q3: 1,750 shares; 2025Q4: 3,350 shares 3,350$46.5K<0.01%+1,600Timeline
OGSONE GAS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 607 shares; 2024Q4: 607 shares; 2025Q1: 607 shares; 2025Q2: 607 shares; 2025Q3: 600 shares; 2025Q4: 600 shares 600$46.4K<0.01%0Timeline
CPRTCOPART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,044 shares; 2024Q4: 6,290 shares; 2025Q1: 5,982 shares; 2025Q2: 7,276 shares; 2025Q3: 4,660 shares; 2025Q4: 1,183 shares 1,183$46.3K<0.01%-3,477Timeline
FCFFIRST COMWLTH FINL CORP PAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,700 shares; 2024Q4: 2,700 shares; 2025Q1: 2,700 shares; 2025Q2: 2,700 shares; 2025Q3: 2,700 shares; 2025Q4: 2,700 shares 2,700$45.5K<0.01%0Timeline
ONTONTERRIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,220 shares; 2024Q4: 10,720 shares; 2025Q1: 2,220 shares; 2025Q2: 2,220 shares; 2025Q3: 1,820 shares; 2025Q4: 1,820 shares 1,820$45.2K<0.01%0Timeline
IONQIONQ INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,145 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000$44.9K<0.01%0Timeline
YEXTYEXT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,535 shares; 2024Q4: 5,535 shares; 2025Q1: 5,535 shares; 2025Q2: 5,535 shares; 2025Q3: 5,535 shares; 2025Q4: 5,535 shares 5,535$44.6K<0.01%0Timeline
CLDXCELLDEX THERAPEUTICS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,633 shares; 2025Q4: 1,633 shares 1,633$44.4K<0.01%0Timeline
PSCTINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 780 shares; 2024Q4: 780 shares; 2025Q1: 780 shares; 2025Q2: 780 shares; 2025Q3: 780 shares; 2025Q4: 780 shares 780$44.2K<0.01%0Timeline
FANGDIAMONDBACK ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 802 shares; 2024Q4: 1,105 shares; 2025Q1: 889 shares; 2025Q2: 1,128 shares; 2025Q3: 291 shares; 2025Q4: 291 shares 291$43.7K<0.01%0Timeline
CMACOMERICA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 698 shares; 2024Q4: 698 shares; 2025Q1: 698 shares; 2025Q2: 698 shares; 2025Q3: 500 shares; 2025Q4: 500 shares 500$43.5K<0.01%0Timeline
CSGPCOSTAR GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,388 shares; 2024Q4: 3,292 shares; 2025Q1: 2,306 shares; 2025Q2: 2,009 shares; 2025Q3: 842 shares; 2025Q4: 640 shares 640$43K<0.01%-202Timeline
NVDGRANITESHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,000 shares 6,000$42.9K<0.01%newTimeline
CLSCELESTICA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11 shares; 2025Q2: 11 shares; 2025Q3: not reported; 2025Q4: 145 shares 145$42.9K<0.01%newTimeline
TRTOOTSIE ROLL INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,109 shares; 2024Q4: 3,109 shares; 2025Q1: 3,202 shares; 2025Q2: 3,199 shares; 2025Q3: 3,199 shares; 2025Q4: 1,167 shares 1,167$42.7K<0.01%-2,032Timeline
CCBGCAPITAL CITY BANKQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000$42.6K<0.01%0Timeline
CNCCENTENE CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,804 shares; 2024Q4: 3,501 shares; 2025Q1: 8,416 shares; 2025Q2: 1,197 shares; 2025Q3: 1,079 shares; 2025Q4: 1,034 shares 1,034$42.5K<0.01%-45Timeline
SMRNUSCALE PWR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,000 shares 3,000$42.5K<0.01%newTimeline
CHICALAMOS CONV OPPORTUNITIES &Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares 4,000$41.9K<0.01%0Timeline
NMAXNEWSMAX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,376 shares; 2025Q3: 5,376 shares; 2025Q4: 5,376 shares 5,376$41.6K<0.01%0Timeline
COMDIREXION SHARES ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,400 shares; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares; 2025Q4: 1,400 shares 1,400$41.4K<0.01%0Timeline
SPYMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 515 shares; 2025Q2: 515 shares; 2025Q3: 515 shares; 2025Q4: 515 shares 515$41.3K<0.01%0Timeline
MBBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,246 shares; 2024Q4: 1,880 shares; 2025Q1: 702 shares; 2025Q2: 702 shares; 2025Q3: 474 shares; 2025Q4: 433 shares 433$41.2K<0.01%-41Timeline
BITWBITWISE 10 CRYPTO INDEX ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 701 shares 701$41.2K<0.01%newTimeline
YETIYETI HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 921 shares; 2024Q4: 921 shares; 2025Q1: 921 shares; 2025Q2: 921 shares; 2025Q3: 921 shares; 2025Q4: 921 shares 921$40.7K<0.01%0Timeline
RFREGIONS FINANCIAL CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,411 shares; 2024Q4: 2,411 shares; 2025Q1: 4,411 shares; 2025Q2: 4,411 shares; 2025Q3: 2,300 shares; 2025Q4: 1,500 shares 1,500$40.6K<0.01%-800Timeline
NXSTNEXSTAR MEDIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares 200$40.6K<0.01%0Timeline
IAUISHARES GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,816 shares; 2024Q4: 6,007 shares; 2025Q1: 11,667 shares; 2025Q2: 23,277 shares; 2025Q3: 500 shares; 2025Q4: 500 shares 500$40.6K<0.01%0Timeline
DYDYCOM INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 505 shares; 2024Q4: 561 shares; 2025Q1: 584 shares; 2025Q2: 474 shares; 2025Q3: 120 shares; 2025Q4: 120 shares 120$40.5K<0.01%0Timeline
EELVINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,471 shares 1,471$40.4K<0.01%newTimeline
IMTMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 833 shares 833$40K<0.01%newTimeline
XLRESELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,340 shares; 2024Q4: 6,625 shares; 2025Q1: 6,496 shares; 2025Q2: 6,046 shares; 2025Q3: 2,426 shares; 2025Q4: 979 shares 979$39.5K<0.01%-1,447Timeline
AEMAGNICO EAGLE MINES LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,572 shares; 2024Q4: 21,519 shares; 2025Q1: 20,913 shares; 2025Q2: 18,466 shares; 2025Q3: 339 shares; 2025Q4: 232 shares 232$39.3K<0.01%-107Timeline
SPSMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 833 shares 833$39K<0.01%newTimeline
EGEVEREST GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 163 shares; 2024Q4: 195 shares; 2025Q1: 188 shares; 2025Q2: 188 shares; 2025Q3: 115 shares; 2025Q4: 115 shares 115$39K<0.01%0Timeline
HSICSCHEIN HENRY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,496 shares; 2024Q4: 1,261 shares; 2025Q1: 998 shares; 2025Q2: 992 shares; 2025Q3: 819 shares; 2025Q4: 516 shares 516$39K<0.01%-303Timeline
AGZISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 350 shares; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 350 shares 350$38.6K<0.01%0Timeline
QFLRINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 82 shares; 2025Q1: 1,125 shares; 2025Q2: 1,125 shares; 2025Q3: 1,125 shares; 2025Q4: 1,125 shares 1,125$38.6K<0.01%0Timeline
BUFRFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 189 shares; 2025Q1: 1,118 shares; 2025Q2: 1,118 shares; 2025Q3: 1,118 shares; 2025Q4: 1,118 shares 1,118$38.3K<0.01%0Timeline
PAVEGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,852 shares; 2024Q4: 4,293 shares; 2025Q1: 4,246 shares; 2025Q2: 4,404 shares; 2025Q3: 800 shares; 2025Q4: 800 shares 800$38.2K<0.01%0Timeline
MLMMARTIN MARIETTA MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 366 shares; 2024Q4: 308 shares; 2025Q1: 417 shares; 2025Q2: 358 shares; 2025Q3: 35 shares; 2025Q4: 61 shares 61$38K<0.01%+26Timeline
OTEXOPEN TEXT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,983 shares; 2024Q4: 17,253 shares; 2025Q1: 16,208 shares; 2025Q2: 15,048 shares; 2025Q3: 1,725 shares; 2025Q4: 1,165 shares 1,165$38K<0.01%-560Timeline
VCRVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,522 shares; 2024Q4: 2,526 shares; 2025Q1: 2,528 shares; 2025Q2: 2,528 shares; 2025Q3: 835 shares; 2025Q4: 96 shares 96$37.8K<0.01%-739Timeline
BUFFINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 128 shares; 2025Q1: 758 shares; 2025Q2: 758 shares; 2025Q3: 758 shares; 2025Q4: 758 shares 758$37.8K<0.01%0Timeline
SPOTSPOTIFY TECHNOLOGY S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,007 shares; 2024Q4: 3,121 shares; 2025Q1: 2,550 shares; 2025Q2: 2,060 shares; 2025Q3: 35 shares; 2025Q4: 65 shares 65$37.7K<0.01%+30Timeline
DECKDECKERS OUTDOOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,260 shares; 2024Q4: 6,928 shares; 2025Q1: 6,369 shares; 2025Q2: 2,795 shares; 2025Q3: 665 shares; 2025Q4: 360 shares 360$37.3K<0.01%-305Timeline
PINSPINTEREST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,695 shares; 2024Q4: 2,875 shares; 2025Q1: 2,970 shares; 2025Q2: 4,586 shares; 2025Q3: 2,716 shares; 2025Q4: 1,436 shares 1,436$37.2K<0.01%-1,280Timeline
HLTHILTON WORLDWIDE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,320 shares; 2024Q4: 3,300 shares; 2025Q1: 3,125 shares; 2025Q2: 3,937 shares; 2025Q3: 126 shares; 2025Q4: 129 shares 129$37.1K<0.01%+3Timeline
ULTAULTA BEAUTY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 276 shares; 2024Q4: 250 shares; 2025Q1: 221 shares; 2025Q2: 360 shares; 2025Q3: 134 shares; 2025Q4: 61 shares 61$36.9K<0.01%-73Timeline
HASHASBRO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 621 shares; 2024Q4: 621 shares; 2025Q1: 600 shares; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 450 shares 450$36.9K<0.01%0Timeline
WRBBERKLEY W R CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,736 shares; 2024Q4: 1,731 shares; 2025Q1: 2,307 shares; 2025Q2: 1,450 shares; 2025Q3: 521 shares; 2025Q4: 521 shares 521$36.5K<0.01%0Timeline
LVSLAS VEGAS SANDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 522 shares; 2024Q4: 760 shares; 2025Q1: 522 shares; 2025Q2: 476 shares; 2025Q3: 157 shares; 2025Q4: 557 shares 557$36.3K<0.01%+400Timeline
VICRVICOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 330 shares 330$36.2K<0.01%newTimeline
BJBJS WHSL CLUB HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 672 shares; 2024Q4: 672 shares; 2025Q1: 648 shares; 2025Q2: 551 shares; 2025Q3: 401 shares; 2025Q4: 401 shares 401$36.1K<0.01%0Timeline
CGNXCOGNEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000$36K<0.01%0Timeline
LGNDLIGAND PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,800 shares; 2024Q4: 1,800 shares; 2025Q1: 1,182 shares; 2025Q2: 1,182 shares; 2025Q3: 1,082 shares; 2025Q4: 190 shares 190$35.9K<0.01%-892Timeline
DBEFDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,134 shares; 2024Q4: 7,607 shares; 2025Q1: 14,747 shares; 2025Q2: 8,305 shares; 2025Q3: 743 shares; 2025Q4: 743 shares 743$35.7K<0.01%0Timeline
BF-BBROWN FORMAN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,806 shares; 2024Q4: 3,292 shares; 2025Q1: 1,756 shares; 2025Q2: 1,744 shares; 2025Q3: 1,368 shares; 2025Q4: 1,368 shares 1,368$35.6K<0.01%0Timeline
HNDLSTRATEGY SHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,610 shares; 2024Q4: 1,610 shares; 2025Q1: 1,610 shares; 2025Q2: 1,610 shares; 2025Q3: 1,610 shares; 2025Q4: 1,610 shares 1,610$35.5K<0.01%0Timeline
PHOINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,500 shares; 2024Q4: 3,500 shares; 2025Q1: 3,500 shares; 2025Q2: 3,500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares 500$35.2K<0.01%0Timeline
SNXTD SYNNEX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,929 shares; 2024Q4: 2,141 shares; 2025Q1: 2,141 shares; 2025Q2: 2,121 shares; 2025Q3: 245 shares; 2025Q4: 234 shares 234$35.2K<0.01%-11Timeline
STIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 215 shares; 2024Q4: 215 shares; 2025Q1: 301 shares; 2025Q2: 301 shares; 2025Q3: 279 shares; 2025Q4: 343 shares 343$35.1K<0.01%+64Timeline
HOODROBINHOOD MKTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,971 shares; 2024Q4: 19,970 shares; 2025Q1: 13,666 shares; 2025Q2: 9,093 shares; 2025Q3: 310 shares; 2025Q4: 310 shares 310$35.1K<0.01%0Timeline
RKLBROCKET LAB CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 500 shares; 2025Q4: 500 shares 500$34.9K<0.01%0Timeline
RDVYFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,750 shares; 2024Q4: 1,750 shares; 2025Q1: 1,750 shares; 2025Q2: 850 shares; 2025Q3: 500 shares; 2025Q4: 500 shares 500$34.7K<0.01%0Timeline
RALRALLIANT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 682 shares; 2025Q4: 676 shares 676$34.4K<0.01%-6Timeline
KNGFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 950 shares; 2024Q4: 950 shares; 2025Q1: 950 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares 700$34.4K<0.01%0Timeline
NLYANNALY CAPITAL MANAGEMENT INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,692 shares; 2024Q4: 5,080 shares; 2025Q1: 5,030 shares; 2025Q2: 1,530 shares; 2025Q3: 1,530 shares; 2025Q4: 1,530 shares 1,530$34.2K<0.01%0Timeline
VISVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,616 shares; 2024Q4: 1,620 shares; 2025Q1: 1,621 shares; 2025Q2: 1,621 shares; 2025Q3: 1,070 shares; 2025Q4: 114 shares 114$34K<0.01%-956Timeline
PCORPROCORE TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 465 shares; 2025Q4: 465 shares 465$33.8K<0.01%0Timeline
FJPFIRST TR EXCH TRD ALPHDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares 500$33.6K<0.01%0Timeline
DLXDELUXE CORP MEDIUM TERM NTSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,832 shares; 2024Q4: 1,832 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares 1,500$33.5K<0.01%0Timeline
TMETENCENT MUSIC ENTMT GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,352 shares; 2024Q4: 5,352 shares; 2025Q1: 5,352 shares; 2025Q2: 3,900 shares; 2025Q3: 1,900 shares; 2025Q4: 1,900 shares 1,900$33.3K<0.01%0Timeline
NVDYTIDAL TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,256 shares; 2024Q4: 2,256 shares; 2025Q1: 2,256 shares; 2025Q2: 2,256 shares; 2025Q3: 2,256 shares; 2025Q4: 2,256 shares 2,256$33K<0.01%0Timeline
KMTKENNAMETAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,170 shares; 2024Q4: 1,168 shares; 2025Q1: 1,167 shares; 2025Q2: 1,162 shares; 2025Q3: 1,161 shares; 2025Q4: 1,159 shares 1,159$32.9K<0.01%-2Timeline
OGNORGANON & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,662 shares; 2024Q4: 10,910 shares; 2025Q1: 9,596 shares; 2025Q2: 7,661 shares; 2025Q3: 4,745 shares; 2025Q4: 4,557 shares 4,557$32.7K<0.01%-188Timeline
ANVSANNOVIS BIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,393 shares; 2024Q4: 9,393 shares; 2025Q1: 9,393 shares; 2025Q2: 9,393 shares; 2025Q3: 9,393 shares; 2025Q4: 9,393 shares 9,393$32.5K<0.01%0Timeline
TYTRI CONTL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 992 shares; 2024Q4: 992 shares; 2025Q1: 992 shares; 2025Q2: 992 shares; 2025Q3: 992 shares; 2025Q4: 992 shares 992$32.4K<0.01%0Timeline
SCJISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 350 shares; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 350 shares 350$32.1K<0.01%0Timeline
CORCENCORA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,515 shares; 2024Q4: 621 shares; 2025Q1: 626 shares; 2025Q2: 724 shares; 2025Q3: 145 shares; 2025Q4: 95 shares 95$32.1K<0.01%-50Timeline
STRASTRATEGIC ED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares 400$32.1K<0.01%0Timeline
BROBROWN & BROWN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 559 shares; 2024Q4: 791 shares; 2025Q1: 777 shares; 2025Q2: 779 shares; 2025Q3: 636 shares; 2025Q4: 400 shares 400$31.9K<0.01%-236Timeline
DIVBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 594 shares; 2025Q2: 594 shares; 2025Q3: 594 shares; 2025Q4: 594 shares 594$31.6K<0.01%0Timeline
LOGILOGITECH INTL S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,165 shares; 2024Q4: 1,175 shares; 2025Q1: 1,166 shares; 2025Q2: 1,070 shares; 2025Q3: 232 shares; 2025Q4: 314 shares 314$31.5K<0.01%+82Timeline
FVFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares 500$31.5K<0.01%0Timeline
KRGKITE REALTY GROUP TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,463 shares; 2024Q4: 1,463 shares; 2025Q1: 1,463 shares; 2025Q2: 1,463 shares; 2025Q3: 1,308 shares; 2025Q4: 1,308 shares 1,308$31.4K<0.01%0Timeline
GSHDGOOSEHEAD INS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 700 shares; 2024Q4: 700 shares; 2025Q1: 425 shares; 2025Q2: 425 shares; 2025Q3: 425 shares; 2025Q4: 425 shares 425$31.3K<0.01%0Timeline
PFLTPENNANTPARK FLOATING RATE CAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,363 shares; 2024Q4: 3,363 shares; 2025Q1: 3,363 shares; 2025Q2: 3,363 shares; 2025Q3: 3,363 shares; 2025Q4: 3,363 shares 3,363$31.2K<0.01%0Timeline
RHRHQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60 shares; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 58 shares; 2025Q4: 174 shares 174$31.2K<0.01%+116Timeline
JETSETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,100 shares; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares 1,100$30.9K<0.01%0Timeline
WUWESTERN UN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 265 shares; 2024Q4: 4,862 shares; 2025Q1: 265 shares; 2025Q2: 462 shares; 2025Q3: 3,265 shares; 2025Q4: 3,265 shares 3,265$30.4K<0.01%0Timeline
USOUNITED STS OIL FD LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 437 shares; 2024Q4: 437 shares; 2025Q1: 1,465 shares; 2025Q2: 1,465 shares; 2025Q3: 437 shares; 2025Q4: 437 shares 437$30.2K<0.01%0Timeline
TILTFLEXSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121 shares; 2024Q4: 121 shares; 2025Q1: 121 shares; 2025Q2: 121 shares; 2025Q3: 121 shares; 2025Q4: 121 shares 121$30.1K<0.01%0Timeline
TSPAT ROWE PRICE EXCHANGE-TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 699 shares 699$29.9K<0.01%newTimeline
SOUNSOUNDHOUND AI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 2,990 shares; 2025Q4: 2,990 shares 2,990$29.8K<0.01%0Timeline
SLVMSYLVAMO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 953 shares; 2024Q4: 783 shares; 2025Q1: 602 shares; 2025Q2: 514 shares; 2025Q3: 616 shares; 2025Q4: 616 shares 616$29.7K<0.01%0Timeline
WASHWASHINGTON TR BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000$29.6K<0.01%0Timeline
SWSMURFIT WESTROCK PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,714 shares; 2024Q4: 3,272 shares; 2025Q1: 2,782 shares; 2025Q2: 3,397 shares; 2025Q3: 791 shares; 2025Q4: 764 shares 764$29.5K<0.01%-27Timeline
THQABRDN HEALTHCARE OPPORTUNITIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,509 shares; 2024Q4: 1,509 shares; 2025Q1: 2,509 shares; 2025Q2: 1,509 shares; 2025Q3: 1,509 shares; 2025Q4: 1,509 shares 1,509$28.9K<0.01%0Timeline
CLBTCELLEBRITE DI LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,300 shares; 2024Q4: 7,300 shares; 2025Q1: 5,038 shares; 2025Q2: 5,822 shares; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares 1,600$28.8K<0.01%0Timeline
OMFONEMAIN HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,912 shares; 2024Q4: 3,912 shares; 2025Q1: 3,913 shares; 2025Q2: 4,381 shares; 2025Q3: 554 shares; 2025Q4: 427 shares 427$28.8K<0.01%-127Timeline
SPIBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 852 shares; 2024Q4: 852 shares; 2025Q1: 1,317 shares; 2025Q2: 852 shares; 2025Q3: 852 shares; 2025Q4: 852 shares 852$28.8K<0.01%0Timeline
DBEUDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares 600$28.8K<0.01%0Timeline
RDVTRED VIOLET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 300 shares; 2025Q4: 500 shares 500$28.5K<0.01%+200Timeline
PGXINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,525 shares; 2024Q4: 2,525 shares; 2025Q1: 2,525 shares; 2025Q2: 2,525 shares; 2025Q3: 2,525 shares; 2025Q4: 2,525 shares 2,525$28.4K<0.01%0Timeline
XMMOINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 204 shares 204$28.2K<0.01%newTimeline

Sold out in Q4 2025

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

SecurityShares beforeValue beforeType
UNILEVER PLCUNILEVER PLC68,507$4.06Mshares
FLBLFRANKLIN TEMPLETON ETF TR15,542$373Kshares
ETHAISHARES ETHEREUM TR7,109$224Kshares
ALEALLETE INC3,200$212Kshares
KKELLANOVA2,151$176Kshares
UIUBIQUITI INC245$162Kshares
BITBLACKROCK MULTI SECTOR INC T12,000$161Kshares
BTDRBITDEER TECHNOLOGIES GROUP9,288$159Kshares
CIENCIENA CORP1,080$157Kshares
RAPPRAPPORT THERAPEUTICS INC4,822$143Kshares
TOTALENERGIES SE -SPON ADRTOTALENERGIES SE -SPON ADR2,184$130Kshares
YieldMax MSTR Option Income…YieldMax MSTR Option Income Strat…8,355$117Kshares
BRYBerry Corp30,000$113Kshares
EEMVISHARES INC1,772$113Kshares
TIDAL TRUST IITIDAL TRUST II16,139$111Kshares
MTRXMATRIX SVC CO7,000$91.6Kshares
OCFCOCEANFIRST FINL CORP5,000$87.8Kshares
NVDLGRANITESHARES ETF TR935$87.5Kshares
ILFISHARES TR2,500$72.2Kshares
MBLYMOBILEYE GLOBAL INC5,069$71.6Kshares
NOBLPROSHARES TR645$66.5Kshares
BSACBANCO SANTANDER CHILE NEW2,500$66.2Kshares
TELFYTELEFONICA SA-SPON ADR12,400$63Kshares
GELGENESIS ENERGY L P3,700$61.8Kshares
VSHVISHAY INTERTECHNOLOGY INC4,000$61.2Kshares
FLCBFRANKLIN TEMPLETON ETF TR2,400$52.1Kshares
FXGFIRST TR EXCHANGE-TRADED FD777$48.7Kshares
FLQLFRANKLIN TEMPLETON ETF TR566$38.7Kshares
BAHBOOZ ALLEN HAMILTON HLDG COR384$38.4Kshares
FXRFIRST TR EXCHANGE-TRADED FD490$38.2Kshares
CZNCCITIZENS & NORTHN CORP1,900$37.6Kshares
TIDAL TRUST IITIDAL TRUST II3,800$33.2Kshares
ARTNAARTESIAN RES CORP1,000$32.6Kshares
TDTTFLEXSHARES TR1,212$29.5Kshares
SCISERVICE CORP INTL350$29.1Kshares
BBWIBATH & BODY WORKS INC1,040$26.8Kshares
BXSLBLACKSTONE SECD LENDING FD1,000$26.1Kshares
LEALEAR CORP237$23.8Kshares
ELFE L F BEAUTY INC178$23.6Kshares
TIDAL TR IITIDAL TR II2,184$20.6Kshares
TERTERADYNE INC138$19Kshares
BHPBHP BILLITON LIMITED322$18Kshares
FXDFIRST TR EXCHANGE-TRADED FD260$17.7Kshares
CFGCITIZENS FINL GROUP INC297$15.8Kshares
CALFPACER FDS TR350$15.3Kshares
CRLCHARLES RIV LABS INTL INC96$15Kshares
IPGPIPG PHOTONICS CORP181$14.3Kshares
EATBRINKER INTL INC109$13.8Kshares
EFTEATON VANCE FLOATING RATE IN1,000$11.8Kshares
LNTHLANTHEUS HLDGS INC224$11.5Kshares
DRIVGLOBAL X FDS360$10.2Kshares
ADNTADIENT PLC351$8.45Kshares
ACMAECOM63$8.22Kshares
RIOTRIOT PLATFORMS INC400$7.61Kshares
CCJCAMECO CORP88$7.38Kshares
MARAMARA HOLDINGS INC400$7.3Kshares
JEFJEFFERIES FINANCIAL GROUP IN104$6.8Kshares
EHCENCOMPASS HEALTH CORP53$6.73Kshares
FLGFLAGSTAR BANK NATIONAL ASSOC500$5.78Kshares
ABRDN JAPAN EQUITY FUND INCABRDN JAPAN EQUITY FUND INC650$5.12Kshares
TDWTIDEWATER INC NEW91$4.85Kshares
TLHISHARES TR44$4.53Kshares
RGAREINSURANCE GROUP AMER INC23$4.42Kshares
ARKKARK ETF TR50$4.32Kshares
MURAL ONCOLOGY PUB LTD COMURAL ONCOLOGY PUB LTD CO2,078$4.3Kshares
BINCBLACKROCK ETF TRUST II69$3.67Kshares
MGPIMGP INGREDIENTS INC NEW130$3.15Kshares
HOLXHOLOGIC INC42$2.83Kshares
PRMBPRIMO BRANDS CORPORATION126$2.79Kshares
HUNHUNTSMAN CORP300$2.69Kshares
ASPIASP ISOTOPES INC220$2.12Kshares
SAFESAFEHOLD INC118$1.83Kshares
DTEDTE ENERGY CO11$1.56Kshares
AVBAVALONBAY CMNTYS INC8$1.54Kshares
ARKGARK ETF TR50$1.39Kshares
VMRKVIVMARK RESIDENTIAL19$1.23Kshares
GDDYGODADDY INC8$1.09Kshares
PKGPACKAGING CORP AMER5$1.09Kshares
ESSESSEX PPTY TR INC4$1.07Kshares
LUVSOUTHWEST AIRLS CO33$1.05Kshares
MAAMID-AMER APT CMNTYS INC7$978shares
STLDSTEEL DYNAMICS INC7$976shares
HUBSHUBSPOT INC2$936shares
ZIMVIE INCZIMVIE INC48$909shares
INVHINVITATION HOMES INC30$880shares
DPZDOMINOS PIZZA INC2$863shares
AMRNAMARIN CORP PLC50$819shares
REGREGENCY CTRS CORP11$802shares
DOCHEALTHPEAK PROPERTIES INC38$728shares
BXPBXP INC9$669shares
NWSANEWS CORP NEW21$645shares
UDRUDR INC16$596shares
JKHYHENRY JACK & ASSOC INC4$596shares
CAVACAVA GROUP INC5$302shares
FURYFURY GOLD MINES LIMITED277$179shares
POLESTAR AUTOMOTIVE HLDG UKPOLESTAR AUTOMOTIVE HLDG UK100$94shares
COHEN & STEERS INFRASTRUCTURCOHEN & STEERS INFRASTRUCTUR1,089$85shares
ADAPYADAPTIMMUNE THERAPEUTICS PLC S604$79shares
WKHSWKHS2$2shares

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 0000900974-26-000001 base2026-02-12acceptance time not in the bulk data set