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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 178,594 shares; 2024Q2: 170,151 shares; 2024Q3: 163,688 shares; 2024Q4: 141,180 shares; 2025Q1: 143,887 shares; 2025Q2: 129,013 shares 129,013 $8.45M 16.48% -14,874 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 42,567 shares; 2025Q1: 40,929 shares; 2025Q2: 41,805 shares 41,805 $4.01M 7.81% +876 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 33,027 shares; 2025Q1: 33,749 shares; 2025Q2: 32,485 shares 32,485 $3.65M 7.12% -1,264 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 199,176 shares; 2024Q2: 181,145 shares; 2024Q3: 176,546 shares; 2024Q4: 61,996 shares; 2025Q1: 58,824 shares; 2025Q2: 47,135 shares 47,135 $2.68M 5.22% -11,689 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 40,665 shares; 2025Q1: 42,198 shares; 2025Q2: 42,341 shares 42,341 $2.12M 4.14% +143 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 36,422 shares; 2024Q2: 35,679 shares; 2024Q3: 30,632 shares; 2024Q4: 48,129 shares; 2025Q1: 45,286 shares; 2025Q2: 42,341 shares 42,341 $2.09M 4.07% -2,945 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 27,572 shares; 2024Q4: 36,852 shares; 2025Q1: 35,777 shares; 2025Q2: 34,518 shares 34,518 $1.78M 3.47% -1,259 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 34,246 shares; 2025Q1: 33,422 shares; 2025Q2: 32,268 shares 32,268 $1.75M 3.42% -1,154 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 184,577 shares; 2024Q2: 166,130 shares; 2024Q3: 186,958 shares; 2024Q4: 96,850 shares; 2025Q1: 92,548 shares; 2025Q2: 48,472 shares 48,472 $1.71M 3.33% -44,076 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 49,009 shares; 2025Q1: 46,567 shares; 2025Q2: 45,247 shares 45,247 $1.52M 2.96% -1,320 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,941 shares; 2024Q4: 7,231 shares; 2025Q1: 16,254 shares; 2025Q2: 27,418 shares 27,418 $1.24M 2.41% +11,164 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,175 shares; 2024Q2: 2,598 shares; 2024Q3: 2,273 shares; 2024Q4: 2,233 shares; 2025Q1: 2,181 shares; 2025Q2: 2,077 shares 2,077 $1.18M 2.3% -104 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 22,686 shares; 2025Q1: 22,013 shares; 2025Q2: 21,167 shares 21,167 $954K 1.86% -846 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 8,530 shares; 2024Q4: 8,583 shares; 2025Q1: 16,888 shares; 2025Q2: 18,611 shares 18,611 $943K 1.84% +1,723 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 48,858 shares; 2024Q4: 6,719 shares; 2025Q1: 13,959 shares; 2025Q2: 20,330 shares 20,330 $886K 1.73% +6,371 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 9,054 shares; 2024Q2: 9,467 shares; 2024Q3: 9,520 shares; 2024Q4: 9,514 shares; 2025Q1: 9,535 shares; 2025Q2: 7,470 shares 7,470 $805K 1.57% -2,065 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,576 shares; 2025Q1: 10,229 shares; 2025Q2: 16,897 shares 16,897 $802K 1.56% +6,668 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 109,125 shares; 2024Q2: 98,283 shares; 2024Q3: 97,385 shares; 2024Q4: 9,179 shares; 2025Q1: 8,370 shares; 2025Q2: 5,735 shares 5,735 $783K 1.53% -2,635 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 16,411 shares; 2024Q2: 16,411 shares; 2024Q3: 16,411 shares; 2024Q4: 16,158 shares; 2025Q1: 15,725 shares; 2025Q2: 14,624 shares 14,624 $765K 1.49% -1,101 Timeline ELCV STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,518 shares 29,518 $750K 1.46% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 215,079 shares; 2024Q2: 195,712 shares; 2024Q3: 175,874 shares; 2024Q4: 52,468 shares; 2025Q1: 48,315 shares; 2025Q2: 9,750 shares 9,750 $730K 1.42% -38,565 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 220,640 shares; 2024Q2: 200,959 shares; 2024Q3: 195,885 shares; 2024Q4: 25,816 shares; 2025Q1: 25,057 shares; 2025Q2: 16,540 shares 16,540 $670K 1.31% -8,517 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 261 shares; 2024Q2: 4,801 shares; 2024Q3: 3,545 shares; 2024Q4: 3,917 shares; 2025Q1: 4,671 shares; 2025Q2: 4,060 shares 4,060 $641K 1.25% -611 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 53,613 shares; 2024Q3: 36,906 shares; 2024Q4: 29,681 shares; 2025Q1: 16,406 shares; 2025Q2: 13,732 shares 13,732 $568K 1.11% -2,674 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,974 shares; 2024Q2: 2,974 shares; 2024Q3: 2,974 shares; 2024Q4: 2,974 shares; 2025Q1: 2,765 shares; 2025Q2: 2,765 shares 2,765 $557K 1.09% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,542 shares; 2024Q2: 1,824 shares; 2024Q3: 2,419 shares; 2024Q4: 1,824 shares; 2025Q1: 2,257 shares; 2025Q2: 1,824 shares 1,824 $556K 1.08% -433 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 76,824 shares; 2024Q2: 75,550 shares; 2024Q3: 57,554 shares; 2024Q4: 20,748 shares; 2025Q1: 18,483 shares; 2025Q2: 14,175 shares 14,175 $555K 1.08% -4,308 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 34,714 shares; 2024Q2: 34,334 shares; 2024Q3: 33,935 shares; 2024Q4: 8,247 shares; 2025Q1: 6,355 shares; 2025Q2: 4,973 shares 4,973 $520K 1.01% -1,382 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 13,700 shares; 2024Q2: 13,700 shares; 2024Q3: 13,700 shares; 2024Q4: 13,700 shares; 2025Q1: 13,700 shares; 2025Q2: 13,700 shares 13,700 $515K 1% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,113 shares; 2024Q2: 1,959 shares; 2024Q3: 1,959 shares; 2024Q4: 1,909 shares; 2025Q1: 1,913 shares; 2025Q2: 1,961 shares 1,961 $505K 0.98% +48 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,160 shares; 2024Q2: 1,173 shares; 2024Q3: 1,175 shares; 2024Q4: 1,173 shares; 2025Q1: 1,173 shares; 2025Q2: 1,560 shares 1,560 $452K 0.88% +387 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 944 shares; 2024Q2: 957 shares; 2024Q3: 931 shares; 2024Q4: 882 shares; 2025Q1: 896 shares; 2025Q2: 886 shares 886 $441K 0.86% -10 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 150,187 shares; 2024Q2: 135,965 shares; 2024Q3: 124,498 shares; 2024Q4: 15,747 shares; 2025Q1: 14,340 shares; 2025Q2: 9,971 shares 9,971 $417K 0.81% -4,369 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 152,400 shares; 2024Q2: 143,803 shares; 2024Q3: 53,504 shares; 2024Q4: 12,721 shares; 2025Q1: 12,016 shares; 2025Q2: 7,724 shares 7,724 $400K 0.78% -4,292 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 101,290 shares; 2024Q2: 96,181 shares; 2024Q3: 93,244 shares; 2024Q4: 27,407 shares; 2025Q1: 25,319 shares; 2025Q2: 4,058 shares 4,058 $387K 0.75% -21,261 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 19,452 shares; 2024Q3: 16,911 shares; 2024Q4: 15,632 shares; 2025Q1: 14,050 shares; 2025Q2: 12,005 shares 12,005 $362K 0.71% -2,045 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 11,839 shares; 2024Q2: 11,602 shares; 2024Q3: 11,588 shares; 2024Q4: 4,693 shares; 2025Q1: 4,685 shares; 2025Q2: 4,590 shares 4,590 $348K 0.68% -95 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,277 shares 3,277 $335K 0.65% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,320 shares; 2024Q2: 2,320 shares; 2024Q3: 2,320 shares; 2024Q4: 2,320 shares; 2025Q1: 2,320 shares; 2025Q2: 2,320 shares 2,320 $321K 0.63% 0 AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,159 shares 1,159 $319K 0.62% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 7,346 shares; 2024Q4: 8,280 shares; 2025Q1: 9,240 shares; 2025Q2: 9,147 shares 9,147 $300K 0.59% -93 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 6,301 shares; 2024Q3: 6,129 shares; 2024Q4: 6,129 shares; 2025Q1: 6,091 shares; 2025Q2: 6,065 shares 6,065 $287K 0.56% -26 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,099 shares; 2024Q2: 2,099 shares; 2024Q3: 2,099 shares; 2024Q4: 2,100 shares; 2025Q1: 2,099 shares; 2025Q2: 2,099 shares 2,099 $278K 0.54% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 542,646 shares; 2024Q2: 518,536 shares; 2024Q3: 518,946 shares; 2024Q4: 42,409 shares; 2025Q1: 39,849 shares; 2025Q2: 10,840 shares 10,840 $278K 0.54% -29,009 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 502 shares 502 $266K 0.52% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 7,428 shares; 2024Q2: 7,438 shares; 2024Q3: 7,447 shares; 2024Q4: 6,722 shares; 2025Q1: 6,729 shares; 2025Q2: 6,229 shares 6,229 $265K 0.52% -500 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,553 shares; 2024Q2: 2,703 shares; 2024Q3: 2,572 shares; 2024Q4: 2,388 shares; 2025Q1: 1,740 shares; 2025Q2: 1,272 shares 1,272 $261K 0.51% -468 Timeline 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 771 shares; 2025Q2: 473 shares 473 $261K 0.51% -298 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 797 shares; 2024Q3: 620 shares; 2024Q4: 622 shares; 2025Q1: 622 shares; 2025Q2: 355 shares 355 $220K 0.43% -267 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,306 shares; 2024Q2: 4,311 shares; 2024Q3: 4,011 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,609 shares 3,609 $206K 0.4% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,304 shares; 2024Q2: 1,315 shares; 2024Q3: 1,288 shares; 2024Q4: 1,317 shares; 2025Q1: 1,317 shares; 2025Q2: 1,288 shares 1,288 $205K 0.4% -29 Timeline