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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,956 shares; 2025Q2: 32,552 shares; 2025Q3: 33,732 shares; 2025Q4: 33,578 shares 33,578 $13.3M 10.14% -154 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly 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: 24,698 shares; 2025Q4: 24,797 shares 24,797 $7.76M 5.91% +99 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly 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: 295,374 shares 295,374 $7.06M 5.38% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,073 shares; 2024Q4: 24,593 shares; 2025Q1: 20,783 shares; 2025Q2: 20,760 shares; 2025Q3: 20,347 shares; 2025Q4: 21,835 shares 21,835 $7.04M 5.36% +1,488 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,254 shares; 2024Q4: 31,177 shares; 2025Q1: 17,428 shares; 2025Q2: 6,102 shares; 2025Q3: 22,017 shares; 2025Q4: 24,440 shares 24,440 $6.64M 5.06% +2,423 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,883 shares; 2024Q4: 39,268 shares; 2025Q1: 6,006 shares; 2025Q2: 31,225 shares; 2025Q3: 33,332 shares; 2025Q4: 35,233 shares 35,233 $6.57M 5% +1,901 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,141 shares; 2024Q4: 13,740 shares; 2025Q1: 14,209 shares; 2025Q2: 10,859 shares; 2025Q3: 10,623 shares; 2025Q4: 12,620 shares 12,620 $6.1M 4.65% +1,997 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly 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: 53,359 shares; 2025Q4: 70,025 shares 70,025 $6.1M 4.65% +16,666 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,889 shares; 2024Q4: 6,554 shares; 2025Q1: 6,573 shares; 2025Q2: 8,003 shares; 2025Q3: 3,709 shares; 2025Q4: 12,408 shares 12,408 $5.63M 4.28% +8,699 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,378 shares; 2024Q4: 7,200 shares; 2025Q1: 7,183 shares; 2025Q2: 9,441 shares; 2025Q3: 17,797 shares; 2025Q4: 17,865 shares 17,865 $5.5M 4.19% +68 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,938 shares; 2025Q1: not reported; 2025Q2: 5,414 shares; 2025Q3: 8,916 shares; 2025Q4: 8,934 shares 8,934 $5.18M 3.94% +18 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,219 shares; 2024Q4: 32,359 shares; 2025Q1: 18,080 shares; 2025Q2: 23,427 shares; 2025Q3: 23,787 shares; 2025Q4: 24,353 shares 24,353 $4.94M 3.76% +566 Timeline YETI YETI HLDGS INC More: the full row for YETI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,517 shares; 2025Q1: not reported; 2025Q2: 65,669 shares; 2025Q3: 127,994 shares; 2025Q4: 106,387 shares 106,387 $4.7M 3.58% -21,607 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,053 shares; 2024Q4: 10,180 shares; 2025Q1: 3,134 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,177 shares 5,177 $4.55M 3.47% new Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED INC Quarterly 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: 41,288 shares 41,288 $3.6M 2.75% new Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,360 shares; 2024Q4: 24,354 shares; 2025Q1: 9,007 shares; 2025Q2: 11,852 shares; 2025Q3: 17,340 shares; 2025Q4: 15,371 shares 15,371 $3.55M 2.7% -1,969 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,985 shares; 2024Q4: 17,509 shares; 2025Q1: 3,946 shares; 2025Q2: 8,009 shares; 2025Q3: 6,386 shares; 2025Q4: 4,714 shares 4,714 $3.08M 2.35% -1,672 Timeline ILS ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly 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: 151,981 shares 151,981 $3.04M 2.31% new Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,997 shares; 2024Q4: 27,127 shares; 2025Q1: 13,613 shares; 2025Q2: 14,085 shares; 2025Q3: 13,781 shares; 2025Q4: 7,634 shares 7,634 $2.7M 2.05% -6,147 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,387 shares; 2024Q4: 25,938 shares; 2025Q1: not reported; 2025Q2: 44,969 shares; 2025Q3: not reported; 2025Q4: 33,111 shares 33,111 $2.43M 1.85% new Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,187 shares; 2024Q4: 8,610 shares; 2025Q1: 37,763 shares; 2025Q2: 37,541 shares; 2025Q3: 36,711 shares; 2025Q4: 18,458 shares 18,458 $2.16M 1.65% -18,253 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly 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: 3,144 shares 3,144 $1.9M 1.45% new Timeline CTRE CARETRUST REIT INC More: the full row for CARETRUST REIT INC Quarterly 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: 47,718 shares; 2025Q4: 47,537 shares 47,537 $1.72M 1.31% -181 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly 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: 3,467 shares 3,467 $1.61M 1.23% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,851 shares 9,851 $1.41M 1.08% new Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP INC Quarterly 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: 26,170 shares; 2025Q3: 44,915 shares; 2025Q4: 44,097 shares 44,097 $1.39M 1.06% -818 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly 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: 3,983 shares 3,983 $1.38M 1.05% new Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly 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: 11,313 shares 11,313 $1.25M 0.95% new Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly 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: 56,364 shares 56,364 $1.11M 0.85% new Timeline VITL VITAL FARMS INC More: the full row for VITAL FARMS INC Quarterly 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: 26,796 shares 26,796 $856K 0.65% new Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly 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: 14,820 shares 14,820 $785K 0.6% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 51,116 shares; 2025Q1: not reported; 2025Q2: 5,253 shares; 2025Q3: 10,113 shares; 2025Q4: 5,584 shares 5,584 $732K 0.56% -4,529 Timeline FLDR FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly 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: 29,701 shares; 2025Q3: 14,256 shares; 2025Q4: 13,061 shares 13,061 $656K 0.5% -1,195 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,519 shares; 2024Q4: 1,342 shares; 2025Q1: 992 shares; 2025Q2: 864 shares; 2025Q3: 823 shares; 2025Q4: 876 shares 876 $601K 0.46% +53 Timeline BTT BLACKROCK MUN TARGET TERM TR More: the full row for BLACKROCK MUN TARGET TERM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,974 shares; 2024Q4: 27,324 shares; 2025Q1: 27,324 shares; 2025Q2: 27,789 shares; 2025Q3: 26,154 shares; 2025Q4: 26,154 shares 26,154 $597K 0.45% 0 Timeline SKWD SKYWARD SPECIALTY INS GROUP More: the full row for SKYWARD SPECIALTY INS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,751 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,368 shares 10,368 $530K 0.4% new Timeline XFRAX BLACKROCK FLOATING RATE INCO More: the full row for BLACKROCK FLOATING RATE INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,177 shares; 2024Q4: 47,730 shares; 2025Q1: 47,530 shares; 2025Q2: 46,977 shares; 2025Q3: 49,977 shares; 2025Q4: 33,504 shares 33,504 $395K 0.3% -16,473 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,667 shares; 2024Q4: 512 shares; 2025Q1: 500 shares; 2025Q2: 499 shares; 2025Q3: 496 shares; 2025Q4: 571 shares 571 $387K 0.29% +75 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,055 shares; 2024Q4: 7,902 shares; 2025Q1: 7,826 shares; 2025Q2: 7,684 shares; 2025Q3: 7,684 shares; 2025Q4: 7,492 shares 7,492 $379K 0.29% -192 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,000 shares; 2024Q4: 11,000 shares; 2025Q1: 11,000 shares; 2025Q2: 11,000 shares; 2025Q3: 11,000 shares; 2025Q4: 11,000 shares 11,000 $336K 0.26% 0 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,324 shares; 2025Q1: 16,855 shares; 2025Q2: 14,896 shares; 2025Q3: 13,135 shares; 2025Q4: 12,511 shares 12,511 $319K 0.24% -624 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 521 shares; 2024Q4: 521 shares; 2025Q1: not reported; 2025Q2: 616 shares; 2025Q3: 616 shares; 2025Q4: 616 shares 616 $301K 0.23% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly 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: 1,067 shares 1,067 $286K 0.22% new Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,767 shares; 2024Q4: not reported; 2025Q1: 1,767 shares; 2025Q2: 1,967 shares; 2025Q3: 1,967 shares; 2025Q4: 1,967 shares 1,967 $246K 0.19% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,600 shares; 2024Q4: 2,524 shares; 2025Q1: 2,400 shares; 2025Q2: 2,400 shares; 2025Q3: 2,400 shares; 2025Q4: 2,400 shares 2,400 $242K 0.18% 0 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly 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: 1,840 shares 1,840 $232K 0.18% new Timeline LIBERTY INTERACTIVE LLC LIBERTY INTERACTIVE LLC More: the full row for LIBERTY INTERACTIVE LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $539 <0.01% 0