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: 238,504 shares; 2023Q4: 236,138 shares; 2024Q1: 440,683 shares; 2024Q2: 442,903 shares; 2024Q3: 365,671 shares; 2024Q4: 309,765 shares; 2025Q1: 459,358 shares 459,358 $102M 18.32% +149,593 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 133,986 shares; 2023Q4: 133,986 shares; 2024Q1: 171,474 shares; 2024Q2: 173,149 shares; 2024Q3: 174,768 shares; 2024Q4: 159,496 shares; 2025Q1: 160,887 shares 160,887 $92.7M 16.65% +1,391 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: 8,412 shares; 2023Q4: 10,346 shares; 2024Q1: 10,738 shares; 2024Q2: 727,813 shares; 2024Q3: 1,056,003 shares; 2024Q4: 1,279,813 shares; 2025Q1: 698,016 shares 698,016 $75.7M 13.58% -581,797 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: 37,401 shares; 2023Q4: 45,535 shares; 2024Q1: 71,141 shares; 2024Q2: 93,947 shares; 2024Q3: 110,331 shares; 2024Q4: 95,438 shares; 2025Q1: 102,327 shares 102,327 $38.4M 6.9% +6,889 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 46,150 shares; 2024Q3: 88,350 shares; 2024Q4: 88,350 shares; 2025Q1: 109,100 shares 109,100 $30.3M 5.45% +20,750 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; 2023Q2: restricted; 2023Q3: 48,380 shares; 2023Q4: 12,620 shares; 2024Q1: 123,897 shares; 2024Q2: 147,360 shares; 2024Q3: 153,726 shares; 2024Q4: 140,404 shares; 2025Q1: 144,624 shares 144,624 $27.5M 4.94% +4,220 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 26,710 shares; 2023Q4: 26,710 shares; 2024Q1: 29,281 shares; 2024Q2: 42,269 shares; 2024Q3: 36,067 shares; 2024Q4: 35,753 shares; 2025Q1: 35,753 shares 35,753 $20M 3.59% 0 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 917 shares; 2023Q4: 36,517 shares; 2024Q1: 36,551 shares; 2024Q2: 37,692 shares; 2024Q3: 37,659 shares; 2024Q4: 37,894 shares; 2025Q1: 39,394 shares 39,394 $14.4M 2.59% +1,500 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 88,545 shares; 2024Q3: 88,545 shares; 2024Q4: 89,062 shares; 2025Q1: 92,607 shares 92,607 $12.7M 2.28% +3,545 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 60,200 shares; 2023Q4: 60,200 shares; 2024Q1: 60,200 shares; 2024Q2: 60,200 shares; 2024Q3: 60,201 shares; 2024Q4: 163,140 shares; 2025Q1: 140,750 shares 140,750 $11.9M 2.13% -22,390 Timeline EFA 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: 122,623 shares; 2023Q4: 122,623 shares; 2024Q1: 122,623 shares; 2024Q2: 119,023 shares; 2024Q3: 119,023 shares; 2024Q4: 119,023 shares; 2025Q1: 119,023 shares 119,023 $9.73M 1.75% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 4,637 shares; 2023Q4: 4,637 shares; 2024Q1: 19,893 shares; 2024Q2: 19,903 shares; 2024Q3: 29,068 shares; 2024Q4: 27,887 shares; 2025Q1: 32,587 shares 32,587 $8.45M 1.52% +4,700 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 16,992 shares; 2023Q4: 1,192 shares; 2024Q1: 47,067 shares; 2024Q2: 53,220 shares; 2024Q3: 47,880 shares; 2024Q4: 45,100 shares; 2025Q1: 49,940 shares 49,940 $7.72M 1.39% +4,840 Timeline BYD BOYD GAMING CORP More: the full row for BOYD GAMING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 111,126 shares; 2023Q4: 109,883 shares; 2024Q1: 109,883 shares; 2024Q2: 109,883 shares; 2024Q3: 109,883 shares; 2024Q4: 109,883 shares; 2025Q1: 109,883 shares 109,883 $7.23M 1.3% 0 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: 7,990 shares; 2023Q4: 17,793 shares; 2024Q1: 20,680 shares; 2024Q2: 20,180 shares; 2024Q3: 28,830 shares; 2024Q4: 28,830 shares; 2025Q1: 41,169 shares 41,169 $7.02M 1.26% +12,339 Timeline NOV NOV INC More: the full row for NOV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 379,789 shares; 2024Q2: 330,609 shares; 2024Q3: 330,609 shares; 2024Q4: 280,191 shares; 2025Q1: 369,591 shares 369,591 $5.63M 1.01% +89,400 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 120,000 shares; 2024Q4: 80,000 shares; 2025Q1: 70,000 shares 70,000 $4.55M 0.82% -10,000 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,045 shares; 2023Q4: 948 shares; 2024Q1: 933 shares; 2024Q2: 8,797 shares; 2024Q3: 7,916 shares; 2024Q4: 7,916 shares; 2025Q1: 7,916 shares 7,916 $4.15M 0.74% 0 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: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,429 shares; 2024Q3: 4,989 shares; 2024Q4: 7,230 shares; 2025Q1: 7,449 shares 7,449 $3.83M 0.69% +219 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: 7,679 shares; 2023Q4: 7,679 shares; 2024Q1: 7,679 shares; 2024Q2: 16,936 shares; 2024Q3: 11,738 shares; 2024Q4: 11,720 shares; 2025Q1: 11,704 shares 11,704 $2.87M 0.52% -16 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 30,000 shares; 2024Q2: 30,000 shares; 2024Q3: 30,030 shares; 2024Q4: 30,000 shares; 2025Q1: 30,000 shares 30,000 $2.59M 0.47% 0 Timeline VTI 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: 727 shares; 2023Q4: 7,668 shares; 2024Q1: 7,668 shares; 2024Q2: 8,941 shares; 2024Q3: 8,508 shares; 2024Q4: 8,508 shares; 2025Q1: 8,508 shares 8,508 $2.34M 0.42% 0 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 168 shares; 2023Q4: 2,183 shares; 2024Q1: 2,183 shares; 2024Q2: 2,115 shares; 2024Q3: 4,385 shares; 2024Q4: 2,285 shares; 2025Q1: 4,385 shares 4,385 $2.34M 0.42% +2,100 Timeline ITA 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: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 13,205 shares; 2024Q4: not reported; 2025Q1: 13,205 shares 13,205 $2.02M 0.36% new Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 360 shares; 2023Q4: 360 shares; 2024Q1: 3,580 shares; 2024Q2: 15,070 shares; 2024Q3: 15,181 shares; 2024Q4: 6,381 shares; 2025Q1: 12,000 shares 12,000 $1.87M 0.34% +5,619 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 451 shares; 2023Q4: 451 shares; 2024Q1: 451 shares; 2024Q2: 1,162 shares; 2024Q3: 11,615 shares; 2024Q4: 11,615 shares; 2025Q1: 10,859 shares 10,859 $1.82M 0.33% -756 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 101 shares; 2023Q4: 101 shares; 2024Q1: 198 shares; 2024Q2: 2,167 shares; 2024Q3: 6,570 shares; 2024Q4: 5,000 shares; 2025Q1: 6,570 shares 6,570 $1.76M 0.32% +1,570 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 7,000 shares; 2024Q1: 7,000 shares; 2024Q2: 7,000 shares; 2024Q3: 7,000 shares; 2024Q4: 7,000 shares; 2025Q1: 7,000 shares 7,000 $1.7M 0.3% 0 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 242,350 shares; 2023Q4: 242,350 shares; 2024Q1: 242,350 shares; 2024Q2: 242,350 shares; 2024Q3: 242,350 shares; 2024Q4: 242,350 shares; 2025Q1: 140,000 shares 140,000 $1.63M 0.29% -102,350 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 16,051 shares; 2024Q4: not reported; 2025Q1: 16,051 shares 16,051 $1.55M 0.28% new Timeline IWM 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: not reported; 2023Q4: not reported; 2024Q1: 42 shares; 2024Q2: 115 shares; 2024Q3: 7,500 shares; 2024Q4: 7,500 shares; 2025Q1: 7,500 shares 7,500 $1.5M 0.27% 0 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 8,071 shares; 2024Q3: 8,071 shares; 2024Q4: not reported; 2025Q1: 8,071 shares 8,071 $1.39M 0.25% new Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares 2,000 $1.36M 0.24% 0 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,094 shares; 2024Q3: 3,094 shares; 2024Q4: not reported; 2025Q1: 3,094 shares 3,094 $1.35M 0.24% new Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,485 shares; 2024Q3: 1,485 shares; 2024Q4: 1,485 shares; 2025Q1: 1,485 shares 1,485 $1.18M 0.21% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 3,115 shares; 2023Q4: 3,115 shares; 2024Q1: 3,115 shares; 2024Q2: 10,130 shares; 2024Q3: 7,544 shares; 2024Q4: 1,603 shares; 2025Q1: 7,504 shares 7,504 $1.1M 0.2% +5,901 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 173 shares; 2023Q4: 174 shares; 2024Q1: 178 shares; 2024Q2: 1,254 shares; 2024Q3: 1,076 shares; 2024Q4: 200 shares; 2025Q1: 1,076 shares 1,076 $1.02M 0.18% +876 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 5,000 shares; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares 5,000 $1M 0.18% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 13,581 shares; 2023Q4: 13,571 shares; 2024Q1: 13,571 shares; 2024Q2: 13,571 shares; 2024Q3: 13,577 shares; 2024Q4: 5,571 shares; 2025Q1: 5,571 shares 5,571 $932K 0.17% 0 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 15,000 shares; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares 15,000 $924K 0.17% 0 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,620 shares; 2024Q3: 2,620 shares; 2024Q4: not reported; 2025Q1: 2,620 shares 2,620 $905K 0.16% new Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 12,500 shares; 2023Q4: 12,500 shares; 2024Q1: 10,000 shares; 2024Q2: 10,000 shares; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 7,001 shares 7,001 $836K 0.15% -2,999 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 12,650 shares; 2024Q3: 12,650 shares; 2024Q4: not reported; 2025Q1: 12,650 shares 12,650 $828K 0.15% new Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 221,000 shares; 2023Q4: 188,000 shares; 2024Q1: 188,000 shares; 2024Q2: 18,000 shares; 2024Q3: 18,000 shares; 2024Q4: 18,000 shares; 2025Q1: 18,000 shares 18,000 $813K 0.15% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 701 shares; 2023Q4: 1 shares; 2024Q1: 1 shares; 2024Q2: 7,000 shares; 2024Q3: 7,000 shares; 2024Q4: 7,000 shares; 2025Q1: 7,000 shares 7,000 $770K 0.14% 0 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 15,033 shares; 2024Q1: 15,033 shares; 2024Q2: 15,033 shares; 2024Q3: 15,033 shares; 2024Q4: 15,033 shares; 2025Q1: 15,033 shares 15,033 $746K 0.13% 0 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 4,357 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,026 shares; 2024Q3: 2,026 shares; 2024Q4: 500 shares; 2025Q1: 2,026 shares 2,026 $710K 0.13% +1,526 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,514 shares; 2024Q3: 2,514 shares; 2024Q4: not reported; 2025Q1: 2,514 shares 2,514 $683K 0.12% new Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,012 shares; 2024Q3: 2,012 shares; 2024Q4: not reported; 2025Q1: 2,012 shares 2,012 $678K 0.12% new Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,167 shares; 2023Q4: 4,282 shares; 2024Q1: 4,282 shares; 2024Q2: 4,282 shares; 2024Q3: 2,115 shares; 2024Q4: 2,115 shares; 2025Q1: 2,115 shares 2,115 $646K 0.12% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 88 shares; 2023Q4: 4,588 shares; 2024Q1: 4,588 shares; 2024Q2: 4,588 shares; 2024Q3: 4,588 shares; 2024Q4: 4,852 shares; 2025Q1: 4,852 shares 4,852 $636K 0.11% 0 Timeline IWY 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: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,847 shares; 2024Q4: 2,847 shares; 2025Q1: 2,847 shares 2,847 $601K 0.11% 0 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; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 4,634 shares; 2024Q2: 4,634 shares; 2024Q3: 1,280 shares; 2024Q4: 1,280 shares; 2025Q1: 1,280 shares 1,280 $600K 0.11% 0 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,200 shares 1,200 $594K 0.11% new Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,080 shares 1,080 $586K 0.11% new Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 161 shares; 2023Q4: 161 shares; 2024Q1: 161 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares 4,000 $580K 0.1% 0 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,049 shares; 2024Q3: 2,049 shares; 2024Q4: not reported; 2025Q1: 2,049 shares 2,049 $580K 0.1% new Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 7,889 shares; 2023Q4: 5,992 shares; 2024Q1: 6,020 shares; 2024Q2: 6,020 shares; 2024Q3: 5,880 shares; 2024Q4: 5,880 shares; 2025Q1: 5,880 shares 5,880 $577K 0.1% 0 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 668 shares; 2023Q4: 120 shares; 2024Q1: 5,648 shares; 2024Q2: 6,260 shares; 2024Q3: 6,741 shares; 2024Q4: 6,741 shares; 2025Q1: 2,718 shares 2,718 $569K 0.1% -4,023 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,000 shares 20,000 $566K 0.1% new Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 5,000 shares; 2024Q4: not reported; 2025Q1: 6,500 shares 6,500 $565K 0.1% new Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,030 shares; 2023Q4: 1,036 shares; 2024Q1: 1,036 shares; 2024Q2: 1,036 shares; 2024Q3: 1,036 shares; 2024Q4: 5,325 shares; 2025Q1: 5,359 shares 5,359 $563K 0.1% +34 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3,666 shares; 2024Q2: 13,759 shares; 2024Q3: 9,093 shares; 2024Q4: not reported; 2025Q1: 9,093 shares 9,093 $561K 0.1% new Timeline NPO ENPRO INC More: the full row for ENPRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,482 shares; 2024Q4: 3,337 shares; 2025Q1: 3,337 shares 3,337 $540K 0.1% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 345 shares; 2023Q4: 345 shares; 2024Q1: 345 shares; 2024Q2: 2,396 shares; 2024Q3: 2,396 shares; 2024Q4: 345 shares; 2025Q1: 2,396 shares 2,396 $521K 0.09% +2,051 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 15,430 shares; 2023Q4: 42,158 shares; 2024Q1: 42,158 shares; 2024Q2: 50,697 shares; 2024Q3: 9,343 shares; 2024Q4: 11,300 shares; 2025Q1: 19,441 shares 19,441 $493K 0.09% +8,141 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 194 shares; 2023Q4: 2 shares; 2024Q1: 2 shares; 2024Q2: 3,701 shares; 2024Q3: 3,701 shares; 2024Q4: not reported; 2025Q1: 3,701 shares 3,701 $490K 0.09% new Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 72 shares; 2024Q2: 1,332 shares; 2024Q3: 1,260 shares; 2024Q4: not reported; 2025Q1: 1,260 shares 1,260 $483K 0.09% new Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 7,807 shares; 2023Q4: 7,807 shares; 2024Q1: 10,807 shares; 2024Q2: 14,879 shares; 2024Q3: 7,072 shares; 2024Q4: not reported; 2025Q1: 7,072 shares 7,072 $480K 0.09% new Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 4,779 shares; 2023Q4: 9,204 shares; 2024Q1: 4,705 shares; 2024Q2: 6,790 shares; 2024Q3: 6,790 shares; 2024Q4: 6,690 shares; 2025Q1: 6,638 shares 6,638 $477K 0.09% -52 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 5,188 shares; 2024Q4: not reported; 2025Q1: 5,188 shares 5,188 $475K 0.09% new Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 5,507 shares; 2023Q4: 12,991 shares; 2024Q1: 13,010 shares; 2024Q2: 15,390 shares; 2024Q3: 12,498 shares; 2024Q4: 7,447 shares; 2025Q1: 12,498 shares 12,498 $461K 0.08% +5,051 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 64 shares; 2023Q4: 5,000 shares; 2024Q1: 5,000 shares; 2024Q2: 6,740 shares; 2024Q3: 3,333 shares; 2024Q4: 1,593 shares; 2025Q1: 3,333 shares 3,333 $442K 0.08% +1,740 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; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 40 shares; 2024Q2: 1,454 shares; 2024Q3: 1,414 shares; 2024Q4: not reported; 2025Q1: 1,414 shares 1,414 $441K 0.08% new Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 761 shares; 2023Q4: 762 shares; 2024Q1: 762 shares; 2024Q2: 1,803 shares; 2024Q3: 1,803 shares; 2024Q4: 668 shares; 2025Q1: 1,838 shares 1,838 $434K 0.08% +1,170 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 7,260 shares; 2024Q3: 7,260 shares; 2024Q4: not reported; 2025Q1: 7,260 shares 7,260 $425K 0.08% new Timeline ARCT ARCTURUS THERAPEUTICS HLDGS More: the full row for ARCTURUS THERAPEUTICS HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 40,000 shares; 2024Q2: 40,000 shares; 2024Q3: 40,000 shares; 2024Q4: 40,000 shares; 2025Q1: 40,000 shares 40,000 $424K 0.08% 0 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,884 shares; 2023Q4: 2,884 shares; 2024Q1: 2,884 shares; 2024Q2: 2,884 shares; 2024Q3: 2,884 shares; 2024Q4: 2,862 shares; 2025Q1: 2,862 shares 2,862 $422K 0.08% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 14,291 shares; 2024Q3: 14,291 shares; 2024Q4: not reported; 2025Q1: 14,291 shares 14,291 $421K 0.08% new Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 3,684 shares; 2023Q4: 3,684 shares; 2024Q1: 3,684 shares; 2024Q2: 23,312 shares; 2024Q3: 12,412 shares; 2024Q4: 9,412 shares; 2025Q1: 3,684 shares 3,684 $413K 0.07% -5,728 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 97 shares; 2023Q4: 2,797 shares; 2024Q1: 2,797 shares; 2024Q2: 2,742 shares; 2024Q3: 2,818 shares; 2024Q4: 2,818 shares; 2025Q1: 2,818 shares 2,818 $411K 0.07% 0 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,600 shares; 2024Q3: 3,600 shares; 2024Q4: not reported; 2025Q1: 3,600 shares 3,600 $411K 0.07% new Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 700 shares; 2024Q2: 700 shares; 2024Q3: 700 shares; 2024Q4: 700 shares; 2025Q1: 700 shares 700 $407K 0.07% 0 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: 143,118 shares; 2023Q4: 152,632 shares; 2024Q1: 97,954 shares; 2024Q2: 98,354 shares; 2024Q3: 96,434 shares; 2024Q4: 96,034 shares; 2025Q1: 9,514 shares 9,514 $397K 0.07% -86,520 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 103 shares; 2024Q2: 803 shares; 2024Q3: 700 shares; 2024Q4: 700 shares; 2025Q1: 700 shares 700 $384K 0.07% 0 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 5,738 shares; 2023Q4: 5,738 shares; 2024Q1: 3,998 shares; 2024Q2: 3,998 shares; 2024Q3: 3,998 shares; 2024Q4: 3,998 shares; 2025Q1: 3,998 shares 3,998 $382K 0.07% 0 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 15,760 shares; 2023Q4: 15,760 shares; 2024Q1: 15,760 shares; 2024Q2: 15,760 shares; 2024Q3: 15,116 shares; 2024Q4: 15,116 shares; 2025Q1: 15,116 shares 15,116 $375K 0.07% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,205 shares; 2024Q2: 2,205 shares; 2024Q3: not reported; 2024Q4: 2,676 shares; 2025Q1: 2,676 shares 2,676 $374K 0.07% 0 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,479 shares; 2024Q3: 1,479 shares; 2024Q4: not reported; 2025Q1: 1,479 shares 1,479 $367K 0.07% new Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,000 shares; 2023Q4: 1,000 shares; 2024Q1: 1,000 shares; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,005 shares 1,005 $354K 0.06% +5 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,972 shares; 2023Q4: 1,883 shares; 2024Q1: 1,883 shares; 2024Q2: 3,548 shares; 2024Q3: 1,666 shares; 2024Q4: not reported; 2025Q1: 1,666 shares 1,666 $353K 0.06% new Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 3,058 shares; 2023Q4: 3,058 shares; 2024Q1: 3,058 shares; 2024Q2: 3,058 shares; 2024Q3: 3,058 shares; 2024Q4: 3,058 shares; 2025Q1: 3,058 shares 3,058 $341K 0.06% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 6,985 shares; 2023Q4: 6,985 shares; 2024Q1: 6,749 shares; 2024Q2: 7,792 shares; 2024Q3: 1,637 shares; 2024Q4: 552 shares; 2025Q1: 1,085 shares 1,085 $339K 0.06% +533 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 5,847 shares; 2023Q4: 5,847 shares; 2024Q1: 5,927 shares; 2024Q2: 7,963 shares; 2024Q3: 2,193 shares; 2024Q4: not reported; 2025Q1: 2,193 shares 2,193 $329K 0.06% new Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,102 shares; 2023Q4: 1,102 shares; 2024Q1: 1,282 shares; 2024Q2: 2,024 shares; 2024Q3: 1,024 shares; 2024Q4: 1,024 shares; 2025Q1: 2,070 shares 2,070 $318K 0.06% +1,046 Timeline ACWI 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: 4,630 shares; 2023Q4: 4,630 shares; 2024Q1: 4,630 shares; 2024Q2: 2,697 shares; 2024Q3: 2,697 shares; 2024Q4: 2,697 shares; 2025Q1: 2,697 shares 2,697 $314K 0.06% 0 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,448 shares; 2024Q3: 1,448 shares; 2024Q4: 1,248 shares; 2025Q1: 1,248 shares 1,248 $310K 0.06% 0 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 5,924 shares; 2024Q3: 5,924 shares; 2024Q4: not reported; 2025Q1: 5,924 shares 5,924 $308K 0.06% new Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 4,118 shares; 2024Q2: 4,118 shares; 2024Q3: 4,118 shares; 2024Q4: 4,118 shares; 2025Q1: 4,490 shares 4,490 $304K 0.05% +372 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,863 shares; 2024Q3: 1,863 shares; 2024Q4: not reported; 2025Q1: 1,863 shares 1,863 $293K 0.05% new Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 8,014 shares; 2023Q4: 8,014 shares; 2024Q1: 13,014 shares; 2024Q2: 8,014 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,800 shares 4,800 $288K 0.05% new 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: not reported; 2023Q4: not reported; 2024Q1: 500 shares; 2024Q2: 500 shares; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares 500 $281K 0.05% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 668 shares; 2023Q4: 668 shares; 2024Q1: 668 shares; 2024Q2: 606 shares; 2024Q3: 1,139 shares; 2024Q4: 606 shares; 2025Q1: 902 shares 902 $281K 0.05% +296 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,042 shares; 2024Q3: 1,042 shares; 2024Q4: not reported; 2025Q1: 1,042 shares 1,042 $269K 0.05% new Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,000 shares; 2024Q2: 1,200 shares; 2024Q3: 1,200 shares; 2024Q4: 11,656 shares; 2025Q1: 11,656 shares 11,656 $265K 0.05% 0 Timeline CMA COMERICA INC More: the full row for COMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 2,032 shares; 2024Q1: 4,192 shares; 2024Q2: 4,192 shares; 2024Q3: 4,192 shares; 2024Q4: 4,090 shares; 2025Q1: 4,472 shares 4,472 $264K 0.05% +382 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4,000 shares; 2024Q3: 4,000 shares; 2024Q4: not reported; 2025Q1: 4,000 shares 4,000 $261K 0.05% new Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,654 shares; 2023Q4: 1,654 shares; 2024Q1: 1,654 shares; 2024Q2: 1,654 shares; 2024Q3: 1,654 shares; 2024Q4: 1,654 shares; 2025Q1: 1,737 shares 1,737 $250K 0.04% +83 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 6,592 shares; 2023Q4: 6,592 shares; 2024Q1: 6,592 shares; 2024Q2: 6,592 shares; 2024Q3: 6,592 shares; 2024Q4: 6,592 shares; 2025Q1: 6,440 shares 6,440 $249K 0.04% -152 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 3,555 shares; 2023Q4: 3,555 shares; 2024Q1: 3,555 shares; 2024Q2: 3,555 shares; 2024Q3: 3,555 shares; 2024Q4: 3,339 shares; 2025Q1: 2,120 shares 2,120 $249K 0.04% -1,219 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; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 500 shares 500 $249K 0.04% new Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 55 shares; 2023Q4: 0 shares; 2024Q1: 0 shares; 2024Q2: 1,037 shares; 2024Q3: 1,037 shares; 2024Q4: not reported; 2025Q1: 1,037 shares 1,037 $242K 0.04% new Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 70 shares; 2023Q4: 70 shares; 2024Q1: 70 shares; 2024Q2: 70 shares; 2024Q3: 70 shares; 2024Q4: 70 shares; 2025Q1: 720 shares 720 $237K 0.04% +650 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 5,000 shares; 2023Q4: 5,040 shares; 2024Q1: 3,796 shares; 2024Q2: 7,592 shares; 2024Q3: 7,592 shares; 2024Q4: 7,592 shares; 2025Q1: 7,592 shares 7,592 $234K 0.04% 0 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,208 shares; 2023Q4: 1,208 shares; 2024Q1: 1,208 shares; 2024Q2: 1,208 shares; 2024Q3: 1,208 shares; 2024Q4: 1,208 shares; 2025Q1: 1,818 shares 1,818 $233K 0.04% +610 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,127 shares; 2024Q3: 1,127 shares; 2024Q4: not reported; 2025Q1: 1,127 shares 1,127 $227K 0.04% new Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 5,370 shares; 2023Q4: 5,410 shares; 2024Q1: 4,000 shares; 2024Q2: 4,000 shares; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares 4,000 $220K 0.04% 0 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 4,071 shares; 2023Q4: 4,071 shares; 2024Q1: 4,071 shares; 2024Q2: 4,071 shares; 2024Q3: 4,020 shares; 2024Q4: 3,863 shares; 2025Q1: 3,863 shares 3,863 $207K 0.04% 0 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 1,000 shares; 2024Q1: 1,000 shares; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares 1,000 $206K 0.04% 0 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: 30 shares; 2023Q4: not reported; 2024Q1: 800 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,700 shares 1,700 $202K 0.04% new Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 4,706 shares; 2023Q4: 9,660 shares; 2024Q1: 9,660 shares; 2024Q2: 9,660 shares; 2024Q3: 1,981 shares; 2024Q4: 1,190 shares; 2025Q1: 1,190 shares 1,190 $197K 0.04% 0 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,918 shares; 2024Q3: 3,918 shares; 2024Q4: not reported; 2025Q1: 3,918 shares 3,918 $190K 0.03% new Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,636 shares 5,636 $184K 0.03% new Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 2,072 shares; 2024Q1: 2,072 shares; 2024Q2: 1,072 shares; 2024Q3: 1,072 shares; 2024Q4: 1,072 shares; 2025Q1: 1,000 shares 1,000 $172K 0.03% -72 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 63 shares; 2023Q4: 4,316 shares; 2024Q1: 7,316 shares; 2024Q2: 9,193 shares; 2024Q3: 1,877 shares; 2024Q4: not reported; 2025Q1: 1,877 shares 1,877 $168K 0.03% new Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,000 shares; 2023Q4: 2,000 shares; 2024Q1: 2,000 shares; 2024Q2: 3,664 shares; 2024Q3: 1,664 shares; 2024Q4: not reported; 2025Q1: 1,858 shares 1,858 $167K 0.03% new Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,169 shares; 2024Q4: 1,169 shares; 2025Q1: 1,169 shares 1,169 $158K 0.03% 0 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 344 shares; 2023Q4: 344 shares; 2024Q1: 344 shares; 2024Q2: 344 shares; 2024Q3: 344 shares; 2024Q4: 344 shares; 2025Q1: 344 shares 344 $154K 0.03% 0 Timeline GPK GRAPHIC PACKAGING HLDG CO More: the full row for GRAPHIC PACKAGING HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 5,845 shares; 2024Q3: 5,845 shares; 2024Q4: not reported; 2025Q1: 5,845 shares 5,845 $152K 0.03% new Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4,120 shares; 2024Q3: 4,120 shares; 2024Q4: not reported; 2025Q1: 4,120 shares 4,120 $150K 0.03% new Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 14,319 shares; 2023Q4: 23,449 shares; 2024Q1: 23,449 shares; 2024Q2: 23,448 shares; 2024Q3: 2,046 shares; 2024Q4: 2,014 shares; 2025Q1: 2,014 shares 2,014 $144K 0.03% 0 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,380 shares; 2023Q4: 1,380 shares; 2024Q1: 1,380 shares; 2024Q2: 1,205 shares; 2024Q3: 1,205 shares; 2024Q4: 1,205 shares; 2025Q1: 1,205 shares 1,205 $140K 0.03% 0 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,740 shares; 2024Q2: 1,740 shares; 2024Q3: 1,740 shares; 2024Q4: 1,740 shares; 2025Q1: 1,698 shares 1,698 $133K 0.02% -42 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 300 shares; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares 300 $130K 0.02% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 400 shares; 2024Q3: 400 shares; 2024Q4: not reported; 2025Q1: 2,500 shares 2,500 $113K 0.02% new Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 561 shares; 2024Q3: 561 shares; 2024Q4: not reported; 2025Q1: 561 shares 561 $113K 0.02% new Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,856 shares; 2023Q4: 3,026 shares; 2024Q1: 3,026 shares; 2024Q2: 1,672 shares; 2024Q3: 1,817 shares; 2024Q4: 1,502 shares; 2025Q1: 1,502 shares 1,502 $110K 0.02% 0 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 358 shares; 2024Q1: 723 shares; 2024Q2: 723 shares; 2024Q3: 841 shares; 2024Q4: 1,076 shares; 2025Q1: 1,076 shares 1,076 $110K 0.02% 0 Timeline IWF 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: 266 shares; 2023Q4: 266 shares; 2024Q1: 266 shares; 2024Q2: 266 shares; 2024Q3: 266 shares; 2024Q4: 266 shares; 2025Q1: 266 shares 266 $96K 0.02% 0 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares 1,000 $95.5K 0.02% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 142 shares; 2023Q4: 142 shares; 2024Q1: 274 shares; 2024Q2: 1,601 shares; 2024Q3: 1,469 shares; 2024Q4: not reported; 2025Q1: 1,469 shares 1,469 $93.3K 0.02% new Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 787 shares 787 $88K 0.02% new Timeline CE CELANESE CORP DEL More: the full row for CELANESE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,349 shares; 2024Q3: 1,349 shares; 2024Q4: not reported; 2025Q1: 1,349 shares 1,349 $76.6K 0.01% new Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,226 shares; 2023Q4: 1,226 shares; 2024Q1: 1,226 shares; 2024Q2: 1,226 shares; 2024Q3: 1,226 shares; 2024Q4: 1,369 shares; 2025Q1: 1,369 shares 1,369 $62.9K 0.01% 0 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 997 shares; 2023Q4: 997 shares; 2024Q1: 997 shares; 2024Q2: 997 shares; 2024Q3: 997 shares; 2024Q4: 997 shares; 2025Q1: 997 shares 997 $60.5K 0.01% 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; 2023Q2: restricted; 2023Q3: 201 shares; 2023Q4: 201 shares; 2024Q1: 201 shares; 2024Q2: 201 shares; 2024Q3: 201 shares; 2024Q4: 201 shares; 2025Q1: 201 shares 201 $57.9K 0.01% 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: 977 shares; 2023Q4: 977 shares; 2024Q1: 977 shares; 2024Q2: 977 shares; 2024Q3: 1,501 shares; 2024Q4: 1,501 shares; 2025Q1: 1,501 shares 1,501 $46.5K 0.01% 0 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 4,726 shares; 2023Q4: 4,859 shares; 2024Q1: 5,057 shares; 2024Q2: 430 shares; 2024Q3: 2,385 shares; 2024Q4: 430 shares; 2025Q1: 430 shares 430 $40.2K 0.01% 0 Timeline SPDN DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,243 shares 3,243 $37.6K 0.01% new Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 750 shares; 2023Q4: 750 shares; 2024Q1: 750 shares; 2024Q2: 750 shares; 2024Q3: 750 shares; 2024Q4: 750 shares; 2025Q1: 750 shares 750 $30.3K 0.01% 0 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 183 shares; 2023Q4: 183 shares; 2024Q1: 183 shares; 2024Q2: 183 shares; 2024Q3: 183 shares; 2024Q4: 339 shares; 2025Q1: 339 shares 339 $26.7K <0.01% 0 Timeline DJP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 747 shares; 2023Q4: 747 shares; 2024Q1: 747 shares; 2024Q2: 747 shares; 2024Q3: 747 shares; 2024Q4: 747 shares; 2025Q1: 747 shares 747 $26.4K <0.01% 0 Timeline BILS 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: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 7,687 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 221 shares 221 $22K <0.01% new Timeline PXF 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: 361 shares; 2023Q4: 361 shares; 2024Q1: 361 shares; 2024Q2: 361 shares; 2024Q3: 361 shares; 2024Q4: 361 shares; 2025Q1: 361 shares 361 $18.8K <0.01% 0 Timeline SILJ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,184 shares; 2024Q2: 1,184 shares; 2024Q3: 1,184 shares; 2024Q4: 1,184 shares; 2025Q1: 1,184 shares 1,184 $14.3K <0.01% 0 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 100 shares; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares 100 $13.2K <0.01% 0 Timeline BIL 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: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 12,864 shares; 2024Q4: not reported; 2025Q1: 120 shares 120 $11K <0.01% new Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40 shares 40 $5.19K <0.01% new Timeline IWN 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: 25 shares; 2023Q4: 25 shares; 2024Q1: 25 shares; 2024Q2: 25 shares; 2024Q3: 25 shares; 2024Q4: 25 shares; 2025Q1: 25 shares 25 $3.77K <0.01% 0 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 49 shares 49 $3.04K <0.01% new Timeline IMVP INVESCO INDIA EXCHANGE-TRADE More: the full row for INVESCO INDIA EXCHANGE-TRADE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 100 shares; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares 100 $2.5K <0.01% 0 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30 shares 30 $2.45K <0.01% new Timeline PXH 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: 107 shares; 2023Q4: 107 shares; 2024Q1: 107 shares; 2024Q2: 107 shares; 2024Q3: 107 shares; 2024Q4: 107 shares; 2025Q1: 107 shares 107 $2.33K <0.01% 0 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 588 shares; 2024Q2: 588 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30 shares 30 $2.08K <0.01% new Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11 shares 11 $2.01K <0.01% new Timeline FXI 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: 50 shares; 2023Q4: 50 shares; 2024Q1: 50 shares; 2024Q2: 50 shares; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares 50 $1.79K <0.01% 0 Timeline EWZ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 140 shares; 2023Q4: 140 shares; 2024Q1: 140 shares; 2024Q2: 50 shares; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares 50 $1.29K <0.01% 0 Timeline LIT 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: 33 shares; 2023Q4: 33 shares; 2024Q1: 33 shares; 2024Q2: 33 shares; 2024Q3: 33 shares; 2024Q4: 33 shares; 2025Q1: 33 shares 33 $1.28K <0.01% 0 Timeline WDFC WD 40 CO More: the full row for WD 40 CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2 shares; 2024Q3: 2 shares; 2024Q4: not reported; 2025Q1: 2 shares 2 $488 <0.01% new Timeline MIND MEDICINE MINDMED INC MIND MEDICINE MINDMED INC More: the full row for MIND MEDICINE MINDMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 6 shares; 2023Q4: 6 shares; 2024Q1: 6 shares; 2024Q2: 6 shares; 2024Q3: 6 shares; 2024Q4: 6 shares; 2025Q1: 6 shares 6 $35 <0.01% 0