GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 178,594 shares; 2024Q2: 170,151 shares; 2024Q3: 163,688 shares; 2024Q4: 141,180 shares; 2025Q1: 143,887 shares 143,887 $8.91M 14.67% +2,707 Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 42,567 shares; 2025Q1: 40,929 shares 40,929 $3.93M 6.47% -1,638 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 199,176 shares; 2024Q2: 181,145 shares; 2024Q3: 176,546 shares; 2024Q4: 61,996 shares; 2025Q1: 58,824 shares 58,824 $3.36M 5.54% -3,172 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 215,079 shares; 2024Q2: 195,712 shares; 2024Q3: 175,874 shares; 2024Q4: 52,468 shares; 2025Q1: 48,315 shares 48,315 $3.29M 5.41% -4,153 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 33,027 shares; 2025Q1: 33,749 shares 33,749 $3.12M 5.14% +722 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 184,577 shares; 2024Q2: 166,130 shares; 2024Q3: 186,958 shares; 2024Q4: 96,850 shares; 2025Q1: 92,548 shares 92,548 $3.1M 5.11% -4,302 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 36,422 shares; 2024Q2: 35,679 shares; 2024Q3: 30,632 shares; 2024Q4: 48,129 shares; 2025Q1: 45,286 shares 45,286 $2.23M 3.67% -2,843 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 40,665 shares; 2025Q1: 42,198 shares 42,198 $2.11M 3.48% +1,533 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 101,290 shares; 2024Q2: 96,181 shares; 2024Q3: 93,244 shares; 2024Q4: 27,407 shares; 2025Q1: 25,319 shares 25,319 $2.03M 3.35% -2,088 Timeline GFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 268,808 shares; 2024Q2: 252,914 shares; 2024Q3: 239,982 shares; 2024Q4: 56,386 shares; 2025Q1: 50,288 shares 50,288 $1.85M 3.05% -6,098 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 34,246 shares; 2025Q1: 33,422 shares 33,422 $1.77M 2.92% -824 Timeline IUS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 27,572 shares; 2024Q4: 36,852 shares; 2025Q1: 35,777 shares 35,777 $1.77M 2.91% -1,075 Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 287,191 shares; 2024Q2: 270,194 shares; 2024Q3: 289,890 shares; 2024Q4: 81,192 shares; 2025Q1: 74,495 shares 74,495 $1.73M 2.85% -6,697 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 49,009 shares; 2025Q1: 46,567 shares 46,567 $1.55M 2.55% -2,442 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 9,054 shares; 2024Q2: 9,467 shares; 2024Q3: 9,520 shares; 2024Q4: 9,514 shares; 2025Q1: 9,535 shares 9,535 $1.13M 1.87% +21 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,175 shares; 2024Q2: 2,598 shares; 2024Q3: 2,273 shares; 2024Q4: 2,233 shares; 2025Q1: 2,181 shares 2,181 $1.12M 1.85% -52 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 542,646 shares; 2024Q2: 518,536 shares; 2024Q3: 518,946 shares; 2024Q4: 42,409 shares; 2025Q1: 39,849 shares 39,849 $1.02M 1.68% -2,560 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 109,125 shares; 2024Q2: 98,283 shares; 2024Q3: 97,385 shares; 2024Q4: 9,179 shares; 2025Q1: 8,370 shares 8,370 $1.01M 1.67% -809 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 22,686 shares; 2025Q1: 22,013 shares 22,013 $955K 1.57% -673 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 220,640 shares; 2024Q2: 200,959 shares; 2024Q3: 195,885 shares; 2024Q4: 25,816 shares; 2025Q1: 25,057 shares 25,057 $912K 1.5% -759 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 8,530 shares; 2024Q4: 8,583 shares; 2025Q1: 16,888 shares 16,888 $855K 1.41% +8,305 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 16,411 shares; 2024Q2: 16,411 shares; 2024Q3: 16,411 shares; 2024Q4: 16,158 shares; 2025Q1: 15,725 shares 15,725 $803K 1.32% -433 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,941 shares; 2024Q4: 7,231 shares; 2025Q1: 16,254 shares 16,254 $735K 1.21% +9,023 Timeline GMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 76,824 shares; 2024Q2: 75,550 shares; 2024Q3: 57,554 shares; 2024Q4: 20,748 shares; 2025Q1: 18,483 shares 18,483 $670K 1.1% -2,265 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 34,714 shares; 2024Q2: 34,334 shares; 2024Q3: 33,935 shares; 2024Q4: 8,247 shares; 2025Q1: 6,355 shares 6,355 $670K 1.1% -1,892 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,542 shares; 2024Q2: 1,824 shares; 2024Q3: 2,419 shares; 2024Q4: 1,824 shares; 2025Q1: 2,257 shares 2,257 $650K 1.07% +433 Timeline BIBL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 53,613 shares; 2024Q3: 36,906 shares; 2024Q4: 29,681 shares; 2025Q1: 16,406 shares 16,406 $630K 1.04% -13,275 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 150,187 shares; 2024Q2: 135,965 shares; 2024Q3: 124,498 shares; 2024Q4: 15,747 shares; 2025Q1: 14,340 shares 14,340 $623K 1.03% -1,407 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,974 shares; 2024Q2: 2,974 shares; 2024Q3: 2,974 shares; 2024Q4: 2,974 shares; 2025Q1: 2,765 shares 2,765 $573K 0.94% -209 Timeline FJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 152,400 shares; 2024Q2: 143,803 shares; 2024Q3: 53,504 shares; 2024Q4: 12,721 shares; 2025Q1: 12,016 shares 12,016 $572K 0.94% -705 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 48,858 shares; 2024Q4: 6,719 shares; 2025Q1: 13,959 shares 13,959 $527K 0.87% +7,240 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 261 shares; 2024Q2: 4,801 shares; 2024Q3: 3,545 shares; 2024Q4: 3,917 shares; 2025Q1: 4,671 shares 4,671 $506K 0.83% +754 Timeline JSCP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,576 shares; 2025Q1: 10,229 shares 10,229 $483K 0.8% +5,653 Timeline GJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 13,700 shares; 2024Q2: 13,700 shares; 2024Q3: 13,700 shares; 2024Q4: 13,700 shares; 2025Q1: 13,700 shares 13,700 $482K 0.79% 0 Timeline SOVF ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 19,452 shares; 2024Q3: 16,911 shares; 2024Q4: 15,632 shares; 2025Q1: 14,050 shares 14,050 $417K 0.69% -1,582 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,553 shares; 2024Q2: 2,703 shares; 2024Q3: 2,572 shares; 2024Q4: 2,388 shares; 2025Q1: 1,740 shares 1,740 $387K 0.64% -648 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,113 shares; 2024Q2: 1,959 shares; 2024Q3: 1,959 shares; 2024Q4: 1,909 shares; 2025Q1: 1,913 shares 1,913 $383K 0.63% +4 Timeline HESS CORP HESS CORP More: the full row for HESS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,320 shares; 2024Q2: 2,320 shares; 2024Q3: 2,320 shares; 2024Q4: 2,320 shares; 2025Q1: 2,320 shares 2,320 $371K 0.61% 0 QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 771 shares 771 $362K 0.6% new Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 11,839 shares; 2024Q2: 11,602 shares; 2024Q3: 11,588 shares; 2024Q4: 4,693 shares; 2025Q1: 4,685 shares 4,685 $352K 0.58% -8 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 797 shares; 2024Q3: 620 shares; 2024Q4: 622 shares; 2025Q1: 622 shares 622 $350K 0.58% 0 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 944 shares; 2024Q2: 957 shares; 2024Q3: 931 shares; 2024Q4: 882 shares; 2025Q1: 896 shares 896 $336K 0.55% +14 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,099 shares; 2024Q2: 2,099 shares; 2024Q3: 2,099 shares; 2024Q4: 2,100 shares; 2025Q1: 2,099 shares 2,099 $290K 0.48% -1 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,160 shares; 2024Q2: 1,173 shares; 2024Q3: 1,175 shares; 2024Q4: 1,173 shares; 2025Q1: 1,173 shares 1,173 $288K 0.47% 0 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 7,346 shares; 2024Q4: 8,280 shares; 2025Q1: 9,240 shares 9,240 $286K 0.47% +960 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 7,428 shares; 2024Q2: 7,438 shares; 2024Q3: 7,447 shares; 2024Q4: 6,722 shares; 2025Q1: 6,729 shares 6,729 $274K 0.45% +7 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 6,301 shares; 2024Q3: 6,129 shares; 2024Q4: 6,129 shares; 2025Q1: 6,091 shares 6,091 $254K 0.42% -38 Timeline XMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 155,401 shares; 2024Q2: 148,899 shares; 2024Q3: 52,863 shares; 2024Q4: 7,401 shares; 2025Q1: 6,448 shares 6,448 $237K 0.39% -953 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,964 shares 1,964 $232K 0.38% new Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,304 shares; 2024Q2: 1,315 shares; 2024Q3: 1,288 shares; 2024Q4: 1,317 shares; 2025Q1: 1,317 shares 1,317 $224K 0.37% 0 Timeline