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: 48,230 shares; 2024Q4: 50,178 shares; 2025Q1: 48,279 shares; 2025Q2: 47,886 shares; 2025Q3: 51,780 shares; 2025Q4: 48,500 shares 48,500 $13.2M 5.59% -3,280 Timeline PPIH PERMA-PIPE INTL HLDGS INC More: the full row for PERMA-PIPE INTL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 227,996 shares; 2024Q4: 227,596 shares; 2025Q1: 226,096 shares; 2025Q2: 241,154 shares; 2025Q3: 241,154 shares; 2025Q4: 235,238 shares 235,238 $7.14M 3.03% -5,916 Timeline MSA MSA SAFETY INC More: the full row for MSA SAFETY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,399 shares; 2024Q4: 33,999 shares; 2025Q1: 33,999 shares; 2025Q2: 33,299 shares; 2025Q3: 33,299 shares; 2025Q4: 32,149 shares 32,149 $5.15M 2.18% -1,150 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,367 shares; 2024Q4: 9,258 shares; 2025Q1: 9,262 shares; 2025Q2: 9,206 shares; 2025Q3: 8,736 shares; 2025Q4: 8,599 shares 8,599 $4.93M 2.09% -137 Timeline PLBC PLUMAS BANCORP More: the full row for PLUMAS BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 105,684 shares; 2025Q4: 106,283 shares 106,283 $4.75M 2.01% +599 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,533 shares; 2024Q4: 14,633 shares; 2025Q1: 14,295 shares; 2025Q2: 14,024 shares; 2025Q3: 13,221 shares; 2025Q4: 13,144 shares 13,144 $4.61M 1.95% -77 Timeline DGICA DONEGAL GROUP INC More: the full row for DONEGAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 236,261 shares; 2024Q4: 236,011 shares; 2025Q1: 232,911 shares; 2025Q2: 226,028 shares; 2025Q3: 223,353 shares; 2025Q4: 212,303 shares 212,303 $4.24M 1.8% -11,050 Timeline SSBI SUMMIT ST BK SANTA ROSA CALI More: the full row for SUMMIT ST BK SANTA ROSA CALI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 228,469 shares; 2024Q4: 247,670 shares; 2025Q1: 313,104 shares; 2025Q2: 349,264 shares; 2025Q3: 349,314 shares; 2025Q4: 346,813 shares 346,813 $4.03M 1.71% -2,501 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: 9,660 shares; 2024Q4: 9,376 shares; 2025Q1: 8,973 shares; 2025Q2: 8,656 shares; 2025Q3: 7,612 shares; 2025Q4: 7,306 shares 7,306 $3.53M 1.5% -306 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: 5,009 shares; 2024Q4: 4,999 shares; 2025Q1: 4,937 shares; 2025Q2: 4,932 shares; 2025Q3: 4,846 shares; 2025Q4: 4,846 shares 4,846 $3.32M 1.41% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,015 shares; 2024Q4: 5,304 shares; 2025Q1: 6,685 shares; 2025Q2: 6,615 shares; 2025Q3: 6,470 shares; 2025Q4: 6,501 shares 6,501 $3.27M 1.39% +31 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,112 shares; 2024Q4: 12,972 shares; 2025Q1: 13,115 shares; 2025Q2: 14,183 shares; 2025Q3: 14,394 shares; 2025Q4: 14,463 shares 14,463 $3.18M 1.35% +69 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: 9,398 shares; 2024Q4: 10,110 shares; 2025Q1: 9,572 shares; 2025Q2: 9,488 shares; 2025Q3: 9,357 shares; 2025Q4: 9,226 shares 9,226 $2.97M 1.26% -131 Timeline SGOV 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: not reported; 2024Q4: not reported; 2025Q1: 4,829 shares; 2025Q2: 7,979 shares; 2025Q3: 17,904 shares; 2025Q4: 28,395 shares 28,395 $2.85M 1.21% +10,491 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,419 shares; 2024Q4: 7,419 shares; 2025Q1: 7,409 shares; 2025Q2: 7,338 shares; 2025Q3: 7,338 shares; 2025Q4: 7,338 shares 7,338 $2.71M 1.15% 0 Timeline KNTK KINETIK HOLDINGS INC More: the full row for KINETIK HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,700 shares; 2024Q4: 73,960 shares; 2025Q1: 73,210 shares; 2025Q2: 72,810 shares; 2025Q3: 72,710 shares; 2025Q4: 73,235 shares 73,235 $2.64M 1.12% +525 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,474 shares; 2024Q4: 3,217 shares; 2025Q1: 3,104 shares; 2025Q2: 3,074 shares; 2025Q3: 3,048 shares; 2025Q4: 3,048 shares 3,048 $2.63M 1.11% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,431 shares; 2024Q4: 20,440 shares; 2025Q1: 18,668 shares; 2025Q2: 17,162 shares; 2025Q3: 17,007 shares; 2025Q4: 16,949 shares 16,949 $2.58M 1.1% -58 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,806 shares; 2024Q4: 9,224 shares; 2025Q1: 8,971 shares; 2025Q2: 8,839 shares; 2025Q3: 8,509 shares; 2025Q4: 8,420 shares 8,420 $2.49M 1.06% -89 Timeline BCML BAYCOM CORP More: the full row for BAYCOM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,047 shares; 2024Q4: 83,847 shares; 2025Q1: 82,619 shares; 2025Q2: 82,429 shares; 2025Q3: 80,315 shares; 2025Q4: 80,010 shares 80,010 $2.35M 1% -305 Timeline PKBK PARKE BANCORP INC More: the full row for PARKE BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,415 shares; 2024Q4: 95,415 shares; 2025Q1: 94,510 shares; 2025Q2: 94,510 shares; 2025Q3: 94,510 shares; 2025Q4: 91,600 shares 91,600 $2.29M 0.97% -2,910 Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,339 shares; 2024Q4: 17,439 shares; 2025Q1: 17,439 shares; 2025Q2: 17,239 shares; 2025Q3: 17,239 shares; 2025Q4: 16,639 shares 16,639 $2.22M 0.94% -600 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,127 shares; 2024Q4: 30,453 shares; 2025Q1: 29,277 shares; 2025Q2: 29,054 shares; 2025Q3: 28,051 shares; 2025Q4: 28,829 shares 28,829 $2.22M 0.94% +778 Timeline SENEA SENECA FOODS CORP NEW More: the full row for SENECA FOODS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,306 shares; 2024Q4: 21,306 shares; 2025Q1: 21,206 shares; 2025Q2: 20,846 shares; 2025Q3: 20,846 shares; 2025Q4: 19,996 shares 19,996 $2.21M 0.94% -850 Timeline FSUN FIRSTSUN CAP BANCORP More: the full row for FIRSTSUN CAP BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,666 shares; 2024Q4: 63,666 shares; 2025Q1: 63,405 shares; 2025Q2: 63,405 shares; 2025Q3: 63,405 shares; 2025Q4: 58,672 shares 58,672 $2.21M 0.94% -4,733 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 40 shares; 2025Q1: 3,400 shares; 2025Q2: 3,200 shares; 2025Q3: 3,170 shares; 2025Q4: 3,170 shares 3,170 $2.1M 0.89% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,223 shares; 2024Q4: 3,183 shares; 2025Q1: 3,189 shares; 2025Q2: 3,179 shares; 2025Q3: 3,135 shares; 2025Q4: 3,125 shares 3,125 $2.06M 0.87% -10 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,278 shares; 2024Q4: 6,278 shares; 2025Q1: 6,278 shares; 2025Q2: 6,128 shares; 2025Q3: 6,128 shares; 2025Q4: 6,128 shares 6,128 $2.05M 0.87% 0 Timeline IGM 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: 16,902 shares; 2024Q4: 16,902 shares; 2025Q1: 16,902 shares; 2025Q2: 16,122 shares; 2025Q3: 15,720 shares; 2025Q4: 15,720 shares 15,720 $2.03M 0.86% 0 Timeline NEN NEW ENGLAND RLTY ASSOC LTD P More: the full row for NEW ENGLAND RLTY ASSOC LTD P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,376 shares; 2024Q4: 30,376 shares; 2025Q1: 30,426 shares; 2025Q2: 30,226 shares; 2025Q3: 30,226 shares; 2025Q4: 29,019 shares 29,019 $1.87M 0.79% -1,207 Timeline BANR BANNER CORP More: the full row for BANNER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,887 shares; 2024Q4: 31,492 shares; 2025Q1: 29,492 shares; 2025Q2: 29,492 shares; 2025Q3: 29,492 shares; 2025Q4: 28,261 shares 28,261 $1.77M 0.75% -1,231 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,394 shares; 2024Q4: 163,362 shares; 2025Q1: 157,402 shares; 2025Q2: 153,960 shares; 2025Q3: 144,203 shares; 2025Q4: 141,530 shares 141,530 $1.75M 0.74% -2,673 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,548 shares; 2024Q4: 15,609 shares; 2025Q1: 15,297 shares; 2025Q2: 13,980 shares; 2025Q3: 13,994 shares; 2025Q4: 13,988 shares 13,988 $1.68M 0.71% -6 Timeline CWBC COMMUNITY WEST BANCSHARES NE More: the full row for COMMUNITY WEST BANCSHARES NE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,705 shares; 2024Q4: 74,705 shares; 2025Q1: 74,077 shares; 2025Q2: 74,077 shares; 2025Q3: 74,077 shares; 2025Q4: 74,077 shares 74,077 $1.67M 0.71% 0 Timeline NAII NATURAL ALTERNATIVES INTL IN More: the full row for NATURAL ALTERNATIVES INTL IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 414,475 shares; 2024Q4: 412,475 shares; 2025Q1: 420,890 shares; 2025Q2: 419,448 shares; 2025Q3: 418,949 shares; 2025Q4: 461,792 shares 461,792 $1.65M 0.7% +42,843 Timeline INBK FIRST INTERNET BANCORP More: the full row for FIRST INTERNET BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,058 shares; 2024Q4: 72,506 shares; 2025Q1: 71,506 shares; 2025Q2: 78,533 shares; 2025Q3: 78,233 shares; 2025Q4: 76,899 shares 76,899 $1.6M 0.68% -1,334 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,179 shares; 2024Q4: 65,670 shares; 2025Q1: 64,457 shares; 2025Q2: 65,226 shares; 2025Q3: 65,262 shares; 2025Q4: 63,951 shares 63,951 $1.59M 0.68% -1,311 Timeline MCI BARINGS CORPORATE INVS More: the full row for BARINGS CORPORATE INVS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,614 shares; 2024Q4: 84,614 shares; 2025Q1: 84,614 shares; 2025Q2: 84,614 shares; 2025Q3: 84,614 shares; 2025Q4: 83,984 shares 83,984 $1.52M 0.65% -630 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,225 shares; 2024Q4: 10,105 shares; 2025Q1: 10,774 shares; 2025Q2: 11,024 shares; 2025Q3: 10,368 shares; 2025Q4: 10,585 shares 10,585 $1.52M 0.64% +217 Timeline MCHB MECHANICS BANCORP More: the full row for MECHANICS BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,500 shares; 2024Q4: 58,000 shares; 2025Q1: 57,000 shares; 2025Q2: 57,000 shares; 2025Q3: 103,215 shares; 2025Q4: 103,215 shares 103,215 $1.51M 0.64% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,184 shares; 2024Q4: 6,188 shares; 2025Q1: 6,257 shares; 2025Q2: 6,301 shares; 2025Q3: 6,351 shares; 2025Q4: 6,476 shares 6,476 $1.5M 0.64% +125 Timeline GOLD GOLD COM INC More: the full row for GOLD COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,102 shares; 2024Q4: 45,502 shares; 2025Q1: 44,202 shares; 2025Q2: 44,202 shares; 2025Q3: 43,702 shares; 2025Q4: 42,702 shares 42,702 $1.45M 0.62% -1,000 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,035 shares; 2024Q4: 6,423 shares; 2025Q1: 6,458 shares; 2025Q2: 6,543 shares; 2025Q3: 6,556 shares; 2025Q4: 6,502 shares 6,502 $1.35M 0.57% -54 Timeline UMH UMH PPTYS INC More: the full row for UMH PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,194 shares; 2024Q4: 92,194 shares; 2025Q1: 90,194 shares; 2025Q2: 89,473 shares; 2025Q3: 88,023 shares; 2025Q4: 84,023 shares 84,023 $1.34M 0.57% -4,000 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: 2,981 shares; 2024Q4: 2,929 shares; 2025Q1: 2,789 shares; 2025Q2: 2,782 shares; 2025Q3: 2,738 shares; 2025Q4: 2,707 shares 2,707 $1.32M 0.56% -31 Timeline NRIM NORTHRIM BANCORP INC More: the full row for NORTHRIM BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,167 shares; 2024Q4: 12,167 shares; 2025Q1: 11,801 shares; 2025Q2: 11,801 shares; 2025Q3: 46,204 shares; 2025Q4: 46,204 shares 46,204 $1.23M 0.52% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,541 shares; 2024Q4: 6,190 shares; 2025Q1: 5,963 shares; 2025Q2: 6,035 shares; 2025Q3: 5,416 shares; 2025Q4: 5,363 shares 5,363 $1.23M 0.52% -53 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,244 shares; 2024Q4: 20,373 shares; 2025Q1: 21,161 shares; 2025Q2: 21,015 shares; 2025Q3: 21,135 shares; 2025Q4: 21,031 shares 21,031 $1.16M 0.49% -104 Timeline ARL AMERICAN RLTY INVS INC More: the full row for AMERICAN RLTY INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,877 shares; 2024Q4: 77,877 shares; 2025Q1: 77,501 shares; 2025Q2: 73,420 shares; 2025Q3: 73,420 shares; 2025Q4: 71,832 shares 71,832 $1.15M 0.49% -1,588 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,633 shares; 2024Q4: 4,150 shares; 2025Q1: 5,894 shares; 2025Q2: 5,929 shares; 2025Q3: 6,104 shares; 2025Q4: 6,104 shares 6,104 $1.11M 0.47% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,346 shares; 2024Q4: 3,610 shares; 2025Q1: 3,725 shares; 2025Q2: 3,709 shares; 2025Q3: 3,673 shares; 2025Q4: 3,611 shares 3,611 $1.1M 0.47% -62 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,948 shares; 2024Q4: 12,369 shares; 2025Q1: 12,608 shares; 2025Q2: 15,440 shares; 2025Q3: 18,008 shares; 2025Q4: 21,801 shares 21,801 $1.1M 0.47% +3,793 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,548 shares; 2024Q4: 5,599 shares; 2025Q1: 5,099 shares; 2025Q2: 5,099 shares; 2025Q3: 4,849 shares; 2025Q4: 4,854 shares 4,854 $1.07M 0.45% +5 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: 3,407 shares; 2024Q4: 3,293 shares; 2025Q1: 3,330 shares; 2025Q2: 3,293 shares; 2025Q3: 3,377 shares; 2025Q4: 3,374 shares 3,374 $1.06M 0.45% -3 Timeline ITIC INVESTORS TITLE CO NC More: the full row for INVESTORS TITLE CO NC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,393 shares; 2024Q4: 4,293 shares; 2025Q1: 4,240 shares; 2025Q2: 4,240 shares; 2025Q3: 4,215 shares; 2025Q4: 4,215 shares 4,215 $1.05M 0.45% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,578 shares; 2024Q4: 3,317 shares; 2025Q1: 3,563 shares; 2025Q2: 3,559 shares; 2025Q3: 3,064 shares; 2025Q4: 3,057 shares 3,057 $1.05M 0.45% -7 Timeline SMBK SMARTFINANCIAL INC More: the full row for SMARTFINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,431 shares; 2024Q4: 28,431 shares; 2025Q1: 28,431 shares; 2025Q2: 28,431 shares; 2025Q3: 28,431 shares; 2025Q4: 28,431 shares 28,431 $1.05M 0.45% 0 Timeline GOOG 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: 3,721 shares; 2024Q4: 4,174 shares; 2025Q1: 3,833 shares; 2025Q2: 3,423 shares; 2025Q3: 3,312 shares; 2025Q4: 3,320 shares 3,320 $1.04M 0.44% +8 Timeline ELSE ELECTRO-SENSORS INC More: the full row for ELECTRO-SENSORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 239,179 shares; 2024Q4: 246,619 shares; 2025Q1: 243,986 shares; 2025Q2: 250,052 shares; 2025Q3: 250,052 shares; 2025Q4: 250,052 shares 250,052 $1.04M 0.44% 0 Timeline WLY WILEY JOHN & SONS INC More: the full row for WILEY JOHN & SONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,936 shares; 2024Q4: 33,936 shares; 2025Q1: 33,936 shares; 2025Q2: 33,810 shares; 2025Q3: 33,810 shares; 2025Q4: 33,810 shares 33,810 $1.04M 0.44% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,032 shares; 2024Q4: 26,154 shares; 2025Q1: 25,709 shares; 2025Q2: 25,666 shares; 2025Q3: 25,519 shares; 2025Q4: 24,476 shares 24,476 $997K 0.42% -1,043 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,432 shares; 2024Q4: 6,519 shares; 2025Q1: 6,893 shares; 2025Q2: 7,223 shares; 2025Q3: 9,258 shares; 2025Q4: 9,469 shares 9,469 $997K 0.42% +211 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,788 shares; 2024Q4: 9,707 shares; 2025Q1: 9,010 shares; 2025Q2: 8,786 shares; 2025Q3: 8,308 shares; 2025Q4: 8,094 shares 8,094 $993K 0.42% -214 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,041 shares; 2024Q4: 5,041 shares; 2025Q1: 5,041 shares; 2025Q2: 5,041 shares; 2025Q3: 5,041 shares; 2025Q4: 5,049 shares 5,049 $985K 0.42% +8 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,399 shares; 2024Q4: 46,215 shares; 2025Q1: 42,907 shares; 2025Q2: 42,409 shares; 2025Q3: 40,124 shares; 2025Q4: 39,375 shares 39,375 $978K 0.41% -749 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,250 shares; 2024Q4: 13,250 shares; 2025Q1: 13,250 shares; 2025Q2: 13,250 shares; 2025Q3: 13,250 shares; 2025Q4: 13,250 shares 13,250 $976K 0.41% 0 Timeline AXR AMREP CORP More: the full row for AMREP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,572 shares; 2024Q4: 52,272 shares; 2025Q1: 50,772 shares; 2025Q2: 50,772 shares; 2025Q3: 50,522 shares; 2025Q4: 50,272 shares 50,272 $945K 0.4% -250 Timeline INTG INTERGROUP CORP More: the full row for INTERGROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,468 shares; 2024Q4: 40,690 shares; 2025Q1: 40,690 shares; 2025Q2: 39,496 shares; 2025Q3: 39,496 shares; 2025Q4: 33,228 shares 33,228 $943K 0.4% -6,268 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,674 shares; 2024Q4: 13,191 shares; 2025Q1: 13,114 shares; 2025Q2: 12,518 shares; 2025Q3: 11,267 shares; 2025Q4: 10,058 shares 10,058 $936K 0.4% -1,209 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,032 shares; 2024Q4: 9,536 shares; 2025Q1: 9,284 shares; 2025Q2: 9,241 shares; 2025Q3: 8,875 shares; 2025Q4: 8,327 shares 8,327 $928K 0.39% -548 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,943 shares; 2024Q4: 7,943 shares; 2025Q1: 7,943 shares; 2025Q2: 7,943 shares; 2025Q3: 7,943 shares; 2025Q4: 7,943 shares 7,943 $922K 0.39% 0 Timeline TLT 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: 7,592 shares; 2024Q4: 9,488 shares; 2025Q1: 9,707 shares; 2025Q2: 9,442 shares; 2025Q3: 10,818 shares; 2025Q4: 10,432 shares 10,432 $909K 0.39% -386 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,752 shares; 2024Q4: 19,760 shares; 2025Q1: 18,513 shares; 2025Q2: 18,506 shares; 2025Q3: 18,374 shares; 2025Q4: 18,321 shares 18,321 $876K 0.37% -53 Timeline VTV 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: 4,231 shares; 2024Q4: 4,395 shares; 2025Q1: 4,407 shares; 2025Q2: 4,533 shares; 2025Q3: 4,520 shares; 2025Q4: 4,434 shares 4,434 $847K 0.36% -86 Timeline CSWC CAPITAL SOUTHWEST CORP More: the full row for CAPITAL SOUTHWEST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,228 shares; 2024Q4: 42,428 shares; 2025Q1: 41,728 shares; 2025Q2: 41,052 shares; 2025Q3: 41,052 shares; 2025Q4: 38,084 shares 38,084 $844K 0.36% -2,968 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,383 shares; 2024Q4: 9,883 shares; 2025Q1: 9,798 shares; 2025Q2: 9,626 shares; 2025Q3: 9,566 shares; 2025Q4: 18,812 shares 18,812 $841K 0.36% +9,246 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,470 shares; 2024Q4: 4,663 shares; 2025Q1: 7,512 shares; 2025Q2: 7,517 shares; 2025Q3: 7,708 shares; 2025Q4: 7,307 shares 7,307 $831K 0.35% -401 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,180 shares; 2024Q4: 4,790 shares; 2025Q1: 4,544 shares; 2025Q2: 4,116 shares; 2025Q3: 3,919 shares; 2025Q4: 3,811 shares 3,811 $827K 0.35% -108 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,618 shares; 2024Q4: 1,647 shares; 2025Q1: 1,529 shares; 2025Q2: 1,572 shares; 2025Q3: 1,596 shares; 2025Q4: 1,599 shares 1,599 $773K 0.33% +3 Timeline CET CENTRAL SECS CORP More: the full row for CENTRAL SECS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,050 shares; 2024Q4: 12,839 shares; 2025Q1: 14,005 shares; 2025Q2: 14,005 shares; 2025Q3: 13,639 shares; 2025Q4: 15,124 shares 15,124 $767K 0.33% +1,485 Timeline BRK-A 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares 1 $755K 0.32% 0 Timeline BSM BLACK STONE MINERALS L P More: the full row for BLACK STONE MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,890 shares; 2024Q4: 92,490 shares; 2025Q1: 55,790 shares; 2025Q2: 55,790 shares; 2025Q3: 55,790 shares; 2025Q4: 55,790 shares 55,790 $741K 0.31% 0 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: 6,555 shares; 2024Q4: 6,590 shares; 2025Q1: 6,257 shares; 2025Q2: 6,186 shares; 2025Q3: 6,156 shares; 2025Q4: 6,138 shares 6,138 $719K 0.31% -18 Timeline ONB OLD NATL BANCORP IND More: the full row for OLD NATL BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,012 shares; 2024Q4: 32,012 shares; 2025Q1: 32,012 shares; 2025Q2: 32,012 shares; 2025Q3: 32,012 shares; 2025Q4: 32,012 shares 32,012 $714K 0.3% 0 Timeline MPV BARINGS PARTN INVS More: the full row for BARINGS PARTN INVS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,747 shares; 2024Q4: 45,197 shares; 2025Q1: 45,197 shares; 2025Q2: 43,755 shares; 2025Q3: 43,755 shares; 2025Q4: 43,755 shares 43,755 $695K 0.29% 0 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,065 shares; 2024Q4: 5,094 shares; 2025Q1: 4,764 shares; 2025Q2: 4,652 shares; 2025Q3: 4,534 shares; 2025Q4: 4,439 shares 4,439 $687K 0.29% -95 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,261 shares; 2024Q4: 4,193 shares; 2025Q1: 3,963 shares; 2025Q2: 4,040 shares; 2025Q3: 4,020 shares; 2025Q4: 4,005 shares 4,005 $685K 0.29% -15 Timeline FBK FB FINL CORP More: the full row for FB FINL 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: 12,187 shares; 2025Q4: 12,187 shares 12,187 $680K 0.29% 0 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,525 shares; 2024Q4: 3,725 shares; 2025Q1: 3,711 shares; 2025Q2: 3,711 shares; 2025Q3: 3,685 shares; 2025Q4: 3,627 shares 3,627 $673K 0.29% -58 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,959 shares; 2024Q4: 3,904 shares; 2025Q1: 3,965 shares; 2025Q2: 5,920 shares; 2025Q3: 6,235 shares; 2025Q4: 6,780 shares 6,780 $673K 0.29% +545 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,047 shares; 2024Q4: 3,047 shares; 2025Q1: 2,897 shares; 2025Q2: 2,897 shares; 2025Q3: 2,897 shares; 2025Q4: 2,897 shares 2,897 $663K 0.28% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,789 shares; 2024Q4: 4,783 shares; 2025Q1: 4,703 shares; 2025Q2: 4,716 shares; 2025Q3: 4,370 shares; 2025Q4: 4,583 shares 4,583 $657K 0.28% +213 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: 3,049 shares; 2024Q4: 3,276 shares; 2025Q1: 2,796 shares; 2025Q2: 2,965 shares; 2025Q3: 2,825 shares; 2025Q4: 2,818 shares 2,818 $650K 0.28% -7 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,517 shares; 2024Q4: 13,083 shares; 2025Q1: 11,955 shares; 2025Q2: 11,572 shares; 2025Q3: 10,856 shares; 2025Q4: 10,701 shares 10,701 $643K 0.27% -155 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,190 shares; 2024Q4: 9,135 shares; 2025Q1: 9,076 shares; 2025Q2: 8,948 shares; 2025Q3: 8,891 shares; 2025Q4: 9,145 shares 9,145 $639K 0.27% +254 Timeline NICHOLAS FINANCIAL INC NICHOLAS FINANCIAL INC More: the full row for NICHOLAS FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,602 shares; 2024Q4: 142,321 shares; 2025Q1: 140,159 shares; 2025Q2: 139,170 shares; 2025Q3: 138,069 shares; 2025Q4: 122,052 shares 122,052 $632K 0.27% -16,017 AIV APARTMENT INVT & MGMT CO More: the full row for APARTMENT INVT & MGMT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,800 shares; 2024Q4: 99,800 shares; 2025Q1: 104,800 shares; 2025Q2: 103,358 shares; 2025Q3: 103,358 shares; 2025Q4: 106,358 shares 106,358 $632K 0.27% +3,000 Timeline FSBW FS BANCORP INC More: the full row for FS BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,468 shares; 2024Q4: 15,468 shares; 2025Q1: 15,352 shares; 2025Q2: 15,142 shares; 2025Q3: 15,142 shares; 2025Q4: 15,142 shares 15,142 $623K 0.26% 0 Timeline CSW CSW INDUSTRIALS INC More: the full row for CSW INDUSTRIALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,512 shares; 2024Q4: 3,312 shares; 2025Q1: 3,312 shares; 2025Q2: 3,012 shares; 2025Q3: 3,012 shares; 2025Q4: 2,078 shares 2,078 $610K 0.26% -934 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,026 shares; 2024Q4: 10,997 shares; 2025Q1: 10,433 shares; 2025Q2: 10,832 shares; 2025Q3: 11,247 shares; 2025Q4: 11,393 shares 11,393 $608K 0.26% +146 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: 8,621 shares; 2024Q4: 8,476 shares; 2025Q1: 7,871 shares; 2025Q2: 7,281 shares; 2025Q3: 7,613 shares; 2025Q4: 8,178 shares 8,178 $601K 0.25% +565 Timeline NODK NI HLDGS INC More: the full row for NI HLDGS 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: 29,143 shares; 2025Q3: 44,469 shares; 2025Q4: 44,469 shares 44,469 $591K 0.25% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,781 shares; 2024Q4: 1,780 shares; 2025Q1: 1,693 shares; 2025Q2: 1,718 shares; 2025Q3: 1,761 shares; 2025Q4: 1,764 shares 1,764 $577K 0.24% +3 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,595 shares; 2024Q4: 3,595 shares; 2025Q1: 3,608 shares; 2025Q2: 3,593 shares; 2025Q3: 3,593 shares; 2025Q4: 3,593 shares 3,593 $576K 0.24% 0 Timeline IMKTA INGLES MKTS INC More: the full row for INGLES MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,685 shares; 2024Q4: 8,685 shares; 2025Q1: 8,485 shares; 2025Q2: 8,485 shares; 2025Q3: 8,485 shares; 2025Q4: 8,220 shares 8,220 $563K 0.24% -265 Timeline XLF 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,544 shares; 2024Q4: 13,044 shares; 2025Q1: 10,217 shares; 2025Q2: 10,217 shares; 2025Q3: 10,217 shares; 2025Q4: 10,157 shares 10,157 $556K 0.24% -60 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: 4,674 shares; 2024Q4: 3,751 shares; 2025Q1: 3,647 shares; 2025Q2: 3,743 shares; 2025Q3: 3,049 shares; 2025Q4: 2,979 shares 2,979 $556K 0.24% -70 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,338 shares; 2024Q4: 7,740 shares; 2025Q1: 7,822 shares; 2025Q2: 7,364 shares; 2025Q3: 6,354 shares; 2025Q4: 5,695 shares 5,695 $546K 0.23% -659 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,319 shares; 2024Q4: 3,337 shares; 2025Q1: 3,165 shares; 2025Q2: 3,002 shares; 2025Q3: 2,999 shares; 2025Q4: 2,943 shares 2,943 $540K 0.23% -56 Timeline BMRC BANK OF MARIN BANCORP More: the full row for BANK OF MARIN BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,790 shares; 2024Q4: 20,390 shares; 2025Q1: 20,390 shares; 2025Q2: 20,390 shares; 2025Q3: 20,390 shares; 2025Q4: 20,390 shares 20,390 $530K 0.22% 0 Timeline IWR 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: 5,664 shares; 2024Q4: 5,664 shares; 2025Q1: 5,664 shares; 2025Q2: 5,464 shares; 2025Q3: 5,464 shares; 2025Q4: 5,464 shares 5,464 $526K 0.22% 0 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 4,620 shares; 2025Q2: 4,310 shares; 2025Q3: 4,310 shares; 2025Q4: 4,176 shares 4,176 $526K 0.22% -134 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,231 shares; 2024Q4: 4,075 shares; 2025Q1: 3,657 shares; 2025Q2: 3,524 shares; 2025Q3: 3,358 shares; 2025Q4: 3,281 shares 3,281 $525K 0.22% -77 Timeline DIT AMCON DISTRG CO More: the full row for AMCON DISTRG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,002 shares; 2024Q4: 6,002 shares; 2025Q1: 5,899 shares; 2025Q2: 5,899 shares; 2025Q3: 5,606 shares; 2025Q4: 5,004 shares 5,004 $522K 0.22% -602 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,800 shares; 2024Q4: 1,800 shares; 2025Q1: 1,800 shares; 2025Q2: 1,800 shares; 2025Q3: 1,800 shares; 2025Q4: 1,800 shares 1,800 $520K 0.22% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 643 shares; 2024Q4: 602 shares; 2025Q1: 1,179 shares; 2025Q2: 910 shares; 2025Q3: 955 shares; 2025Q4: 826 shares 826 $518K 0.22% -129 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,614 shares; 2024Q4: 24,656 shares; 2025Q1: 28,564 shares; 2025Q2: 28,564 shares; 2025Q3: 28,974 shares; 2025Q4: 28,880 shares 28,880 $498K 0.21% -94 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,473 shares; 2024Q4: 6,588 shares; 2025Q1: 6,274 shares; 2025Q2: 6,044 shares; 2025Q3: 5,771 shares; 2025Q4: 5,783 shares 5,783 $487K 0.21% +12 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,405 shares; 2024Q4: 6,169 shares; 2025Q1: 5,751 shares; 2025Q2: 5,896 shares; 2025Q3: 6,068 shares; 2025Q4: 6,033 shares 6,033 $484K 0.21% -35 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,300 shares; 2024Q4: 4,300 shares; 2025Q1: 4,300 shares; 2025Q2: 4,300 shares; 2025Q3: 4,050 shares; 2025Q4: 3,750 shares 3,750 $484K 0.21% -300 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,003 shares; 2024Q4: 12,306 shares; 2025Q1: 12,346 shares; 2025Q2: 12,576 shares; 2025Q3: 12,971 shares; 2025Q4: 11,561 shares 11,561 $475K 0.2% -1,410 Timeline LGL LGL GROUP INC More: the full row for LGL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,491 shares; 2024Q4: 103,235 shares; 2025Q1: 83,217 shares; 2025Q2: 80,853 shares; 2025Q3: 80,853 shares; 2025Q4: 80,851 shares 80,851 $465K 0.2% -2 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: 4,502 shares; 2024Q4: 6,503 shares; 2025Q1: 6,547 shares; 2025Q2: 6,689 shares; 2025Q3: 8,785 shares; 2025Q4: 9,077 shares 9,077 $459K 0.19% +292 Timeline SHY 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: 3,723 shares; 2024Q4: 4,765 shares; 2025Q1: 4,780 shares; 2025Q2: 4,855 shares; 2025Q3: 5,368 shares; 2025Q4: 5,519 shares 5,519 $457K 0.19% +151 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,530 shares; 2024Q4: 12,002 shares; 2025Q1: 11,812 shares; 2025Q2: 11,952 shares; 2025Q3: 12,699 shares; 2025Q4: 12,169 shares 12,169 $449K 0.19% -530 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: 1,614 shares; 2024Q4: 1,614 shares; 2025Q1: 1,606 shares; 2025Q2: 1,466 shares; 2025Q3: 1,490 shares; 2025Q4: 1,456 shares 1,456 $449K 0.19% -34 Timeline AAXJ 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: 6,192 shares; 2024Q4: 6,192 shares; 2025Q1: 6,192 shares; 2025Q2: 5,052 shares; 2025Q3: 5,052 shares; 2025Q4: 4,800 shares 4,800 $447K 0.19% -252 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,323 shares; 2024Q4: 4,276 shares; 2025Q1: 4,097 shares; 2025Q2: 4,250 shares; 2025Q3: 4,427 shares; 2025Q4: 4,397 shares 4,397 $443K 0.19% -30 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: 3,523 shares; 2024Q4: 3,523 shares; 2025Q1: 3,523 shares; 2025Q2: 3,523 shares; 2025Q3: 3,523 shares; 2025Q4: 3,523 shares 3,523 $441K 0.19% 0 Timeline HEDJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,136 shares; 2024Q4: 8,136 shares; 2025Q1: 8,136 shares; 2025Q2: 8,286 shares; 2025Q3: 8,286 shares; 2025Q4: 8,286 shares 8,286 $440K 0.19% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,654 shares; 2024Q4: 4,655 shares; 2025Q1: 4,517 shares; 2025Q2: 4,369 shares; 2025Q3: 4,920 shares; 2025Q4: 4,696 shares 4,696 $438K 0.19% -224 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: 1,978 shares; 2024Q4: 2,010 shares; 2025Q1: 1,808 shares; 2025Q2: 1,592 shares; 2025Q3: 1,456 shares; 2025Q4: 1,246 shares 1,246 $431K 0.18% -210 Timeline IEI 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: 1,882 shares; 2024Q4: 2,766 shares; 2025Q1: 2,906 shares; 2025Q2: 3,045 shares; 2025Q3: 3,452 shares; 2025Q4: 3,583 shares 3,583 $428K 0.18% +131 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,431 shares; 2024Q4: 3,931 shares; 2025Q1: 3,731 shares; 2025Q2: 3,587 shares; 2025Q3: 3,187 shares; 2025Q4: 3,187 shares 3,187 $423K 0.18% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,639 shares; 2024Q4: 1,639 shares; 2025Q1: 1,699 shares; 2025Q2: 1,699 shares; 2025Q3: 1,699 shares; 2025Q4: 1,699 shares 1,699 $410K 0.17% 0 Timeline VO 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: 1,377 shares; 2024Q4: 1,372 shares; 2025Q1: 1,375 shares; 2025Q2: 1,385 shares; 2025Q3: 1,362 shares; 2025Q4: 1,355 shares 1,355 $393K 0.17% -7 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,440 shares; 2024Q4: 1,440 shares; 2025Q1: 1,440 shares; 2025Q2: 1,440 shares; 2025Q3: 1,440 shares; 2025Q4: 2,730 shares 2,730 $393K 0.17% +1,290 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,883 shares; 2024Q4: 3,815 shares; 2025Q1: 3,826 shares; 2025Q2: 4,027 shares; 2025Q3: 4,047 shares; 2025Q4: 4,079 shares 4,079 $392K 0.17% +32 Timeline CLMT CALUMET INC More: the full row for CALUMET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,000 shares; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 19,483 shares; 2025Q3: 19,483 shares; 2025Q4: 19,483 shares 19,483 $387K 0.16% 0 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,750 shares; 2024Q4: 3,733 shares; 2025Q1: 3,640 shares; 2025Q2: 3,653 shares; 2025Q3: 3,685 shares; 2025Q4: 3,831 shares 3,831 $380K 0.16% +146 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 772 shares; 2024Q4: 772 shares; 2025Q1: 772 shares; 2025Q2: 772 shares; 2025Q3: 772 shares; 2025Q4: 772 shares 772 $379K 0.16% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 760 shares; 2024Q4: 760 shares; 2025Q1: 738 shares; 2025Q2: 663 shares; 2025Q3: 660 shares; 2025Q4: 660 shares 660 $377K 0.16% 0 Timeline JOE ST JOE CO More: the full row for ST JOE 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: 3,515 shares; 2025Q2: 3,628 shares; 2025Q3: 5,294 shares; 2025Q4: 6,294 shares 6,294 $374K 0.16% +1,000 Timeline WLYB WILEY JOHN & SONS INC More: the full row for WILEY JOHN & SONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,134 shares; 2024Q4: 12,134 shares; 2025Q1: 12,134 shares; 2025Q2: 12,134 shares; 2025Q3: 12,134 shares; 2025Q4: 12,134 shares 12,134 $370K 0.16% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,244 shares; 2024Q4: 1,249 shares; 2025Q1: 1,253 shares; 2025Q2: 1,251 shares; 2025Q3: 1,256 shares; 2025Q4: 1,262 shares 1,262 $366K 0.16% +6 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,972 shares; 2024Q4: 5,149 shares; 2025Q1: 5,237 shares; 2025Q2: 5,405 shares; 2025Q3: 6,028 shares; 2025Q4: 6,666 shares 6,666 $360K 0.15% +638 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 1,969 shares; 2025Q1: 1,957 shares; 2025Q2: 2,103 shares; 2025Q3: 2,055 shares; 2025Q4: 1,992 shares 1,992 $341K 0.14% -63 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,045 shares; 2024Q4: 951 shares; 2025Q1: 871 shares; 2025Q2: 915 shares; 2025Q3: 980 shares; 2025Q4: 1,031 shares 1,031 $340K 0.14% +51 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,477 shares; 2024Q4: 20,451 shares; 2025Q1: 18,776 shares; 2025Q2: 18,295 shares; 2025Q3: 17,272 shares; 2025Q4: 16,225 shares 16,225 $335K 0.14% -1,047 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: 406 shares; 2024Q4: 406 shares; 2025Q1: 401 shares; 2025Q2: 366 shares; 2025Q3: 371 shares; 2025Q4: 508 shares 508 $332K 0.14% +137 Timeline XLY 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,388 shares; 2024Q4: 1,388 shares; 2025Q1: 1,388 shares; 2025Q2: 1,387 shares; 2025Q3: 1,387 shares; 2025Q4: 2,774 shares 2,774 $331K 0.14% +1,387 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,360 shares; 2024Q4: 3,982 shares; 2025Q1: 3,955 shares; 2025Q2: 4,003 shares; 2025Q3: 4,056 shares; 2025Q4: 3,708 shares 3,708 $330K 0.14% -348 Timeline VCTR VICTORY CAP HLDGS INC DEL More: the full row for VICTORY CAP HLDGS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,678 shares; 2024Q4: 5,678 shares; 2025Q1: 5,578 shares; 2025Q2: 5,178 shares; 2025Q3: 5,178 shares; 2025Q4: 5,178 shares 5,178 $327K 0.14% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,077 shares; 2024Q4: 6,022 shares; 2025Q1: 5,853 shares; 2025Q2: 5,754 shares; 2025Q3: 5,663 shares; 2025Q4: 5,642 shares 5,642 $325K 0.14% -21 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,191 shares; 2024Q4: 5,421 shares; 2025Q1: 5,490 shares; 2025Q2: 5,147 shares; 2025Q3: 5,142 shares; 2025Q4: 5,192 shares 5,192 $324K 0.14% +50 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,720 shares; 2024Q4: 9,361 shares; 2025Q1: 10,547 shares; 2025Q2: 11,258 shares; 2025Q3: 10,916 shares; 2025Q4: 11,489 shares 11,489 $315K 0.13% +573 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,353 shares; 2024Q4: 13,370 shares; 2025Q1: 12,059 shares; 2025Q2: 11,601 shares; 2025Q3: 11,267 shares; 2025Q4: 11,372 shares 11,372 $313K 0.13% +105 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,105 shares; 2024Q4: 2,701 shares; 2025Q1: 2,936 shares; 2025Q2: 3,464 shares; 2025Q3: 4,135 shares; 2025Q4: 11,192 shares 11,192 $312K 0.13% +7,057 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,396 shares; 2024Q4: 6,106 shares; 2025Q1: 5,937 shares; 2025Q2: 5,824 shares; 2025Q3: 5,693 shares; 2025Q4: 5,298 shares 5,298 $310K 0.13% -395 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,731 shares; 2024Q4: 1,531 shares; 2025Q1: 1,531 shares; 2025Q2: 1,531 shares; 2025Q3: 1,501 shares; 2025Q4: 1,501 shares 1,501 $305K 0.13% 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: 3,339 shares; 2024Q4: 3,251 shares; 2025Q1: 3,172 shares; 2025Q2: 3,181 shares; 2025Q3: 3,185 shares; 2025Q4: 3,004 shares 3,004 $303K 0.13% -181 Timeline VAL VALARIS LTD More: the full row for VALARIS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,775 shares; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares 6,000 $302K 0.13% 0 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,000 shares; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 4,200 shares; 2025Q4: 3,950 shares 3,950 $300K 0.13% -250 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,801 shares; 2024Q4: 2,781 shares; 2025Q1: 2,829 shares; 2025Q2: 3,311 shares; 2025Q3: 3,471 shares; 2025Q4: 3,479 shares 3,479 $293K 0.12% +8 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares 3,000 $291K 0.12% 0 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,565 shares; 2024Q4: 3,565 shares; 2025Q1: 3,565 shares; 2025Q2: 3,565 shares; 2025Q3: 3,565 shares; 2025Q4: 3,565 shares 3,565 $289K 0.12% 0 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,690 shares; 2024Q4: 1,910 shares; 2025Q1: 2,066 shares; 2025Q2: 2,456 shares; 2025Q3: 2,421 shares; 2025Q4: 2,790 shares 2,790 $284K 0.12% +369 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,726 shares; 2024Q4: 1,726 shares; 2025Q1: 1,726 shares; 2025Q2: 1,730 shares; 2025Q3: 1,740 shares; 2025Q4: 1,740 shares 1,740 $284K 0.12% 0 Timeline IYH 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: 4,265 shares; 2024Q4: 4,265 shares; 2025Q1: 4,265 shares; 2025Q2: 4,265 shares; 2025Q3: 4,265 shares; 2025Q4: 4,265 shares 4,265 $278K 0.12% 0 Timeline RNST RENASANT CORP More: the full row for RENASANT 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: 7,811 shares; 2025Q3: 7,811 shares; 2025Q4: 7,811 shares 7,811 $275K 0.12% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,491 shares; 2024Q4: 2,507 shares; 2025Q1: 2,439 shares; 2025Q2: 2,368 shares; 2025Q3: 2,355 shares; 2025Q4: 2,368 shares 2,368 $273K 0.12% +13 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 441 shares; 2024Q4: 441 shares; 2025Q1: 426 shares; 2025Q2: 431 shares; 2025Q3: 431 shares; 2025Q4: 441 shares 441 $271K 0.11% +10 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,091 shares; 2024Q4: 4,865 shares; 2025Q1: 5,226 shares; 2025Q2: 5,566 shares; 2025Q3: 5,582 shares; 2025Q4: 5,745 shares 5,745 $267K 0.11% +163 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,716 shares; 2024Q4: 19,456 shares; 2025Q1: 20,145 shares; 2025Q2: 21,204 shares; 2025Q3: 20,908 shares; 2025Q4: 20,236 shares 20,236 $265K 0.11% -672 Timeline CSM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,330 shares; 2024Q4: 3,330 shares; 2025Q1: 3,330 shares; 2025Q2: 3,330 shares; 2025Q3: 3,330 shares; 2025Q4: 3,330 shares 3,330 $265K 0.11% 0 Timeline RGR STURM RUGER & CO INC More: the full row for STURM RUGER & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,056 shares; 2024Q4: 8,056 shares; 2025Q1: 8,056 shares; 2025Q2: 8,056 shares; 2025Q3: 8,056 shares; 2025Q4: 8,056 shares 8,056 $263K 0.11% 0 Timeline STGW STAGWELL INC More: the full row for STAGWELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,700 shares; 2024Q4: 53,700 shares; 2025Q1: 53,700 shares; 2025Q2: 53,700 shares; 2025Q3: 53,700 shares; 2025Q4: 53,700 shares 53,700 $263K 0.11% 0 Timeline VV 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: 887 shares; 2024Q4: 887 shares; 2025Q1: 887 shares; 2025Q2: 887 shares; 2025Q3: 834 shares; 2025Q4: 834 shares 834 $263K 0.11% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,589 shares; 2024Q4: 1,546 shares; 2025Q1: 1,444 shares; 2025Q2: 1,434 shares; 2025Q3: 1,324 shares; 2025Q4: 1,249 shares 1,249 $261K 0.11% -75 Timeline DGICB DONEGAL GROUP INC More: the full row for DONEGAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,788 shares; 2024Q4: 5,987 shares; 2025Q1: 6,189 shares; 2025Q2: 11,189 shares; 2025Q3: 11,189 shares; 2025Q4: 14,716 shares 14,716 $260K 0.11% +3,527 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,175 shares; 2024Q4: 3,300 shares; 2025Q1: 3,700 shares; 2025Q2: 3,700 shares; 2025Q3: 3,700 shares; 2025Q4: 3,700 shares 3,700 $259K 0.11% 0 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,350 shares; 2024Q4: 1,295 shares; 2025Q1: 1,300 shares; 2025Q2: 1,635 shares; 2025Q3: 1,755 shares; 2025Q4: 1,792 shares 1,792 $257K 0.11% +37 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,500 shares; 2024Q4: 5,500 shares; 2025Q1: 5,500 shares; 2025Q2: 5,500 shares; 2025Q3: 5,500 shares; 2025Q4: 5,500 shares 5,500 $251K 0.11% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,046 shares; 2024Q4: 796 shares; 2025Q1: 1,219 shares; 2025Q2: 1,234 shares; 2025Q3: 1,234 shares; 2025Q4: 1,284 shares 1,284 $250K 0.11% +50 Timeline TCI TRANSCONTINENTAL RLTY INVS More: the full row for TRANSCONTINENTAL RLTY INVS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,200 shares; 2024Q4: 4,200 shares; 2025Q1: 4,200 shares; 2025Q2: 4,200 shares; 2025Q3: 4,200 shares; 2025Q4: 4,200 shares 4,200 $246K 0.1% 0 Timeline BGH BARINGS GLOBAL SHORT DURATIO More: the full row for BARINGS GLOBAL SHORT DURATIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,400 shares; 2024Q4: 16,400 shares; 2025Q1: 16,400 shares; 2025Q2: 16,400 shares; 2025Q3: 17,314 shares; 2025Q4: 16,400 shares 16,400 $246K 0.1% -914 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,583 shares; 2024Q4: 7,640 shares; 2025Q1: 7,474 shares; 2025Q2: 7,449 shares; 2025Q3: 7,506 shares; 2025Q4: 7,643 shares 7,643 $245K 0.1% +137 Timeline PWB 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,900 shares; 2024Q4: 1,900 shares; 2025Q1: 1,900 shares; 2025Q2: 1,900 shares; 2025Q3: 1,900 shares; 2025Q4: 1,900 shares 1,900 $242K 0.1% 0 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,150 shares; 2024Q4: 6,180 shares; 2025Q1: 6,190 shares; 2025Q2: 6,210 shares; 2025Q3: 6,230 shares; 2025Q4: 6,230 shares 6,230 $239K 0.1% 0 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,142 shares; 2024Q4: 6,342 shares; 2025Q1: 5,891 shares; 2025Q2: 5,790 shares; 2025Q3: 5,790 shares; 2025Q4: 4,239 shares 4,239 $239K 0.1% -1,551 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,187 shares; 2024Q4: 2,144 shares; 2025Q1: 2,014 shares; 2025Q2: 2,034 shares; 2025Q3: 1,973 shares; 2025Q4: 2,111 shares 2,111 $238K 0.1% +138 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 263 shares; 2025Q3: 538 shares; 2025Q4: 603 shares 603 $236K 0.1% +65 Timeline AMAL AMALGAMATED FINANCIAL CORP More: the full row for AMALGAMATED FINANCIAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,345 shares; 2024Q4: 7,345 shares; 2025Q1: 7,345 shares; 2025Q2: 7,345 shares; 2025Q3: 7,345 shares; 2025Q4: 7,345 shares 7,345 $235K 0.1% 0 Timeline VB 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: 925 shares; 2024Q4: 915 shares; 2025Q1: 916 shares; 2025Q2: 924 shares; 2025Q3: 902 shares; 2025Q4: 905 shares 905 $233K 0.1% +3 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,300 shares; 2024Q4: 10,300 shares; 2025Q1: 10,300 shares; 2025Q2: 10,300 shares; 2025Q3: 10,900 shares; 2025Q4: 9,800 shares 9,800 $232K 0.1% -1,100 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: 79 shares; 2024Q4: 79 shares; 2025Q1: 179 shares; 2025Q2: 7,554 shares; 2025Q3: 7,554 shares; 2025Q4: 7,554 shares 7,554 $231K 0.1% 0 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,992 shares; 2024Q4: 8,713 shares; 2025Q1: 9,345 shares; 2025Q2: 9,820 shares; 2025Q3: 10,763 shares; 2025Q4: 9,830 shares 9,830 $230K 0.1% -933 Timeline BRBS BLUE RIDGE BANKSHARES INC VA More: the full row for BLUE RIDGE BANKSHARES INC VA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 53,600 shares; 2025Q1: 53,600 shares; 2025Q2: 53,600 shares; 2025Q3: 53,600 shares; 2025Q4: 53,600 shares 53,600 $229K 0.1% 0 Timeline LQD 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: 2,037 shares; 2024Q4: 2,037 shares; 2025Q1: 2,037 shares; 2025Q2: 2,037 shares; 2025Q3: 2,037 shares; 2025Q4: 2,037 shares 2,037 $224K 0.1% 0 Timeline L LOEWS CORP More: the full row for LOEWS 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: 1,325 shares; 2025Q3: 2,100 shares; 2025Q4: 2,100 shares 2,100 $221K 0.09% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 464 shares; 2024Q4: 462 shares; 2025Q1: 443 shares; 2025Q2: 461 shares; 2025Q3: 454 shares; 2025Q4: 432 shares 432 $221K 0.09% -22 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,144 shares; 2024Q4: 27,144 shares; 2025Q1: 27,144 shares; 2025Q2: 27,144 shares; 2025Q3: 27,144 shares; 2025Q4: 27,144 shares 27,144 $220K 0.09% 0 Timeline XLC 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,862 shares; 2024Q4: 1,862 shares; 2025Q1: 1,862 shares; 2025Q2: 1,862 shares; 2025Q3: 1,862 shares; 2025Q4: 1,862 shares 1,862 $219K 0.09% 0 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,100 shares; 2024Q4: 5,100 shares; 2025Q1: 5,100 shares; 2025Q2: 5,100 shares; 2025Q3: 5,100 shares; 2025Q4: 4,737 shares 4,737 $217K 0.09% -363 Timeline OSBC OLD SECOND BANCORP INC DEL More: the full row for OLD SECOND BANCORP INC DEL 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: 11,000 shares; 2025Q4: 11,000 shares 11,000 $214K 0.09% 0 Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,183 shares; 2024Q4: 8,134 shares; 2025Q1: 8,006 shares; 2025Q2: 8,033 shares; 2025Q3: 7,619 shares; 2025Q4: 7,619 shares 7,619 $213K 0.09% 0 Timeline LXU LSB INDS INC More: the full row for LSB INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,000 shares; 2024Q4: 25,000 shares; 2025Q1: 25,000 shares; 2025Q2: 25,000 shares; 2025Q3: 25,000 shares; 2025Q4: 25,000 shares 25,000 $212K 0.09% 0 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 786 shares; 2024Q4: 786 shares; 2025Q1: 794 shares; 2025Q2: 761 shares; 2025Q3: 766 shares; 2025Q4: 811 shares 811 $212K 0.09% +45 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,929 shares; 2024Q4: 2,929 shares; 2025Q1: 2,488 shares; 2025Q2: 2,488 shares; 2025Q3: 2,488 shares; 2025Q4: 2,488 shares 2,488 $211K 0.09% 0 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,084 shares; 2024Q4: 4,084 shares; 2025Q1: 3,784 shares; 2025Q2: 3,784 shares; 2025Q3: 3,784 shares; 2025Q4: 3,784 shares 3,784 $209K 0.09% 0 Timeline PBHC PATHFINDER BANCORP INC MD More: the full row for PATHFINDER BANCORP INC MD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,773 shares; 2024Q4: 14,773 shares; 2025Q1: 14,773 shares; 2025Q2: 14,773 shares; 2025Q3: 14,773 shares; 2025Q4: 14,773 shares 14,773 $208K 0.09% 0 Timeline BCE BCE INC More: the full row for BCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,856 shares; 2024Q4: 10,862 shares; 2025Q1: 11,027 shares; 2025Q2: 9,437 shares; 2025Q3: 9,401 shares; 2025Q4: 8,729 shares 8,729 $208K 0.09% -672 Timeline VWO 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,056 shares; 2024Q4: 3,260 shares; 2025Q1: 3,739 shares; 2025Q2: 3,801 shares; 2025Q3: 3,811 shares; 2025Q4: 3,856 shares 3,856 $207K 0.09% +45 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 545 shares; 2024Q4: 551 shares; 2025Q1: 580 shares; 2025Q2: 624 shares; 2025Q3: 618 shares; 2025Q4: 600 shares 600 $202K 0.09% -18 Timeline IEF 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: 1,123 shares; 2024Q4: 1,788 shares; 2025Q1: 2,035 shares; 2025Q2: 2,198 shares; 2025Q3: 2,601 shares; 2025Q4: 2,088 shares 2,088 $201K 0.09% -513 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,815 shares; 2024Q4: 1,815 shares; 2025Q1: 1,815 shares; 2025Q2: 1,811 shares; 2025Q3: 1,811 shares; 2025Q4: 1,817 shares 1,817 $200K 0.08% +6 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 895 shares; 2024Q4: 1,435 shares; 2025Q1: 1,485 shares; 2025Q2: 1,780 shares; 2025Q3: 2,302 shares; 2025Q4: 2,312 shares 2,312 $198K 0.08% +10 Timeline IBB 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: 1,917 shares; 2024Q4: 1,542 shares; 2025Q1: 1,442 shares; 2025Q2: 1,442 shares; 2025Q3: 1,142 shares; 2025Q4: 1,142 shares 1,142 $193K 0.08% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 756 shares; 2024Q4: 756 shares; 2025Q1: 746 shares; 2025Q2: 748 shares; 2025Q3: 750 shares; 2025Q4: 740 shares 740 $190K 0.08% -10 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 900 shares; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 858 shares; 2025Q4: 858 shares 858 $184K 0.08% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,118 shares; 2024Q4: 1,118 shares; 2025Q1: 1,024 shares; 2025Q2: 1,048 shares; 2025Q3: 1,063 shares; 2025Q4: 1,051 shares 1,051 $182K 0.08% -12 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 211 shares; 2024Q4: 210 shares; 2025Q1: 205 shares; 2025Q2: 200 shares; 2025Q3: 175 shares; 2025Q4: 170 shares 170 $182K 0.08% -5 Timeline MNSB MAINSTREET BANCSHARES INC More: the full row for MAINSTREET BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,818 shares; 2024Q4: 8,818 shares; 2025Q1: 8,818 shares; 2025Q2: 8,818 shares; 2025Q3: 8,818 shares; 2025Q4: 8,818 shares 8,818 $180K 0.08% 0 Timeline ICOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,707 shares; 2024Q4: 2,541 shares; 2025Q1: 3,091 shares; 2025Q2: 4,055 shares; 2025Q3: 4,330 shares; 2025Q4: 4,579 shares 4,579 $177K 0.08% +249 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,414 shares; 2024Q4: 2,574 shares; 2025Q1: 2,446 shares; 2025Q2: 2,495 shares; 2025Q3: 2,512 shares; 2025Q4: 2,202 shares 2,202 $175K 0.07% -310 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,424 shares; 2024Q4: 1,404 shares; 2025Q1: 1,397 shares; 2025Q2: 1,358 shares; 2025Q3: 1,348 shares; 2025Q4: 1,351 shares 1,351 $174K 0.07% +3 Timeline STEW SRH TOTAL RETURN FUND INC More: the full row for SRH TOTAL RETURN FUND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,709 shares; 2024Q4: 10,709 shares; 2025Q1: 10,709 shares; 2025Q2: 10,709 shares; 2025Q3: 9,389 shares; 2025Q4: 9,389 shares 9,389 $174K 0.07% 0 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,169 shares; 2024Q4: 4,042 shares; 2025Q1: 3,869 shares; 2025Q2: 3,783 shares; 2025Q3: 3,548 shares; 2025Q4: 3,548 shares 3,548 $174K 0.07% 0 Timeline SMDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,997 shares; 2024Q4: 1,978 shares; 2025Q1: 2,032 shares; 2025Q2: 2,646 shares; 2025Q3: 2,621 shares; 2025Q4: 2,629 shares 2,629 $174K 0.07% +8 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,138 shares; 2024Q4: 9,242 shares; 2025Q1: 9,242 shares; 2025Q2: 9,287 shares; 2025Q3: 9,418 shares; 2025Q4: 9,598 shares 9,598 $172K 0.07% +180 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 559 shares; 2024Q4: 1,026 shares; 2025Q1: 961 shares; 2025Q2: 982 shares; 2025Q3: 926 shares; 2025Q4: 934 shares 934 $172K 0.07% +8 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,511 shares; 2024Q4: 11,271 shares; 2025Q1: 11,276 shares; 2025Q2: 11,146 shares; 2025Q3: 10,006 shares; 2025Q4: 10,396 shares 10,396 $171K 0.07% +390 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 445 shares; 2024Q4: 443 shares; 2025Q1: 443 shares; 2025Q2: 461 shares; 2025Q3: 461 shares; 2025Q4: 251 shares 251 $171K 0.07% -210 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,006 shares; 2024Q4: 12,056 shares; 2025Q1: 11,377 shares; 2025Q2: 11,377 shares; 2025Q3: 10,627 shares; 2025Q4: 10,627 shares 10,627 $171K 0.07% 0 Timeline EUDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,009 shares; 2024Q4: 1,432 shares; 2025Q1: 1,810 shares; 2025Q2: 2,366 shares; 2025Q3: 3,049 shares; 2025Q4: 3,199 shares 3,199 $167K 0.07% +150 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 999 shares; 2024Q4: 1,044 shares; 2025Q1: 975 shares; 2025Q2: 955 shares; 2025Q3: 955 shares; 2025Q4: 924 shares 924 $164K 0.07% -31 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,746 shares; 2024Q4: 1,746 shares; 2025Q1: 1,831 shares; 2025Q2: 1,831 shares; 2025Q3: 1,831 shares; 2025Q4: 1,831 shares 1,831 $160K 0.07% 0 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,422 shares; 2024Q4: 4,377 shares; 2025Q1: 4,015 shares; 2025Q2: 3,978 shares; 2025Q3: 3,987 shares; 2025Q4: 4,028 shares 4,028 $159K 0.07% +41 Timeline NECB NORTHEAST CMNTY BANCORP INC More: the full row for NORTHEAST CMNTY BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 9,500 shares; 2025Q2: 9,500 shares; 2025Q3: 8,000 shares; 2025Q4: 7,000 shares 7,000 $158K 0.07% -1,000 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,022 shares; 2024Q4: 3,022 shares; 2025Q1: 2,922 shares; 2025Q2: 2,922 shares; 2025Q3: 2,922 shares; 2025Q4: 2,922 shares 2,922 $154K 0.07% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,275 shares; 2024Q4: 1,275 shares; 2025Q1: 1,275 shares; 2025Q2: 1,275 shares; 2025Q3: 1,475 shares; 2025Q4: 1,480 shares 1,480 $154K 0.07% +5 Timeline IWM 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: 635 shares; 2024Q4: 635 shares; 2025Q1: 725 shares; 2025Q2: 636 shares; 2025Q3: 630 shares; 2025Q4: 624 shares 624 $154K 0.07% -6 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,088 shares; 2024Q4: 2,088 shares; 2025Q1: 2,248 shares; 2025Q2: 2,390 shares; 2025Q3: 2,232 shares; 2025Q4: 2,402 shares 2,402 $153K 0.06% +170 Timeline BBIO BRIDGEBIO PHARMA INC More: the full row for BRIDGEBIO PHARMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,200 shares; 2024Q4: 2,200 shares; 2025Q1: 2,200 shares; 2025Q2: 2,200 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $153K 0.06% 0 Timeline EBC EASTERN BANKSHARES INC More: the full row for EASTERN BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,900 shares; 2024Q4: 10,900 shares; 2025Q1: 10,900 shares; 2025Q2: 10,900 shares; 2025Q3: 10,900 shares; 2025Q4: 8,232 shares 8,232 $152K 0.06% -2,668 Timeline PBJ 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,126 shares; 2024Q4: 4,126 shares; 2025Q1: 3,330 shares; 2025Q2: 3,330 shares; 2025Q3: 3,330 shares; 2025Q4: 3,330 shares 3,330 $149K 0.06% 0 Timeline COLM COLUMBIA SPORTSWEAR CO More: the full row for COLUMBIA SPORTSWEAR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,700 shares; 2024Q4: 2,700 shares; 2025Q1: 2,700 shares; 2025Q2: 2,700 shares; 2025Q3: 2,700 shares; 2025Q4: 2,700 shares 2,700 $149K 0.06% 0 Timeline AVBH AVIDBANK HLDGS INC More: the full row for AVIDBANK HLDGS 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: 5,500 shares; 2025Q4: 5,500 shares 5,500 $146K 0.06% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,471 shares; 2024Q4: 1,599 shares; 2025Q1: 1,600 shares; 2025Q2: 1,541 shares; 2025Q3: 1,541 shares; 2025Q4: 1,542 shares 1,542 $144K 0.06% +1 Timeline AGG 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: 1,496 shares; 2024Q4: 1,473 shares; 2025Q1: 1,425 shares; 2025Q2: 1,425 shares; 2025Q3: 1,429 shares; 2025Q4: 1,429 shares 1,429 $143K 0.06% 0 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,357 shares; 2024Q4: 2,357 shares; 2025Q1: 2,111 shares; 2025Q2: 2,111 shares; 2025Q3: 2,097 shares; 2025Q4: 2,078 shares 2,078 $142K 0.06% -19 Timeline ACWI 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: 1,001 shares; 2024Q4: 1,001 shares; 2025Q1: 1,001 shares; 2025Q2: 1,001 shares; 2025Q3: 1,001 shares; 2025Q4: 1,001 shares 1,001 $142K 0.06% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 291 shares; 2024Q4: 291 shares; 2025Q1: 291 shares; 2025Q2: 291 shares; 2025Q3: 291 shares; 2025Q4: 291 shares 291 $138K 0.06% 0 Timeline IWD 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: 574 shares; 2024Q4: 574 shares; 2025Q1: 674 shares; 2025Q2: 674 shares; 2025Q3: 649 shares; 2025Q4: 649 shares 649 $137K 0.06% 0 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,497 shares; 2024Q4: 3,540 shares; 2025Q1: 3,605 shares; 2025Q2: 3,520 shares; 2025Q3: 3,527 shares; 2025Q4: 3,537 shares 3,537 $136K 0.06% +10 Timeline FRPH FRP HLDGS INC More: the full row for FRP HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,632 shares; 2024Q4: 7,632 shares; 2025Q1: 7,632 shares; 2025Q2: 7,132 shares; 2025Q3: 7,132 shares; 2025Q4: 5,932 shares 5,932 $135K 0.06% -1,200 Timeline BEPC BROOKFIELD RENEWABLE CORP More: the full row for BROOKFIELD RENEWABLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,860 shares; 2025Q1: 3,161 shares; 2025Q2: 3,299 shares; 2025Q3: 3,361 shares; 2025Q4: 3,409 shares 3,409 $131K 0.06% +48 Timeline AMRZ AMRIZE LTD More: the full row for AMRIZE LTD 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: 2,400 shares 2,400 $130K 0.06% new Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,345 shares; 2024Q4: 3,314 shares; 2025Q1: 3,053 shares; 2025Q2: 2,924 shares; 2025Q3: 2,677 shares; 2025Q4: 2,613 shares 2,613 $129K 0.05% -64 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: 273 shares; 2024Q4: 273 shares; 2025Q1: 273 shares; 2025Q2: 273 shares; 2025Q3: 272 shares; 2025Q4: 272 shares 272 $127K 0.05% 0 Timeline CVE CENOVUS ENERGY INC More: the full row for CENOVUS ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,250 shares; 2024Q4: 7,250 shares; 2025Q1: 7,250 shares; 2025Q2: 7,250 shares; 2025Q3: 7,250 shares; 2025Q4: 7,250 shares 7,250 $123K 0.05% 0 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,864 shares; 2024Q4: 5,864 shares; 2025Q1: 5,619 shares; 2025Q2: 5,569 shares; 2025Q3: 6,119 shares; 2025Q4: 6,719 shares 6,719 $122K 0.05% +600 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 475 shares; 2024Q4: 475 shares; 2025Q1: 475 shares; 2025Q2: 475 shares; 2025Q3: 475 shares; 2025Q4: 475 shares 475 $122K 0.05% 0 Timeline CNOB CONNECTONE BANCORP INC More: the full row for CONNECTONE BANCORP 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: 4,596 shares; 2025Q3: 4,596 shares; 2025Q4: 4,596 shares 4,596 $121K 0.05% 0 Timeline EBF ENNIS INC More: the full row for ENNIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,300 shares; 2024Q4: 7,300 shares; 2025Q1: 7,300 shares; 2025Q2: 7,300 shares; 2025Q3: 7,300 shares; 2025Q4: 6,632 shares 6,632 $119K 0.05% -668 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 430 shares; 2024Q4: 422 shares; 2025Q1: 400 shares; 2025Q2: 422 shares; 2025Q3: 414 shares; 2025Q4: 482 shares 482 $119K 0.05% +68 Timeline SMID SMITH MIDLAND CORP More: the full row for SMITH MIDLAND CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,272 shares; 2024Q4: 3,272 shares; 2025Q1: 3,272 shares; 2025Q2: 3,272 shares; 2025Q3: 3,272 shares; 2025Q4: 3,272 shares 3,272 $119K 0.05% 0 Timeline RYAM RAYONIER ADVANCED MATLS INC More: the full row for RAYONIER ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,500 shares; 2024Q4: 4,500 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 14,000 shares; 2025Q4: 20,000 shares 20,000 $118K 0.05% +6,000 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 950 shares; 2024Q4: 950 shares; 2025Q1: 880 shares; 2025Q2: 880 shares; 2025Q3: 880 shares; 2025Q4: 880 shares 880 $117K 0.05% 0 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 537 shares; 2024Q4: 547 shares; 2025Q1: 554 shares; 2025Q2: 588 shares; 2025Q3: 573 shares; 2025Q4: 626 shares 626 $116K 0.05% +53 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,494 shares; 2024Q4: 1,469 shares; 2025Q1: 1,428 shares; 2025Q2: 1,453 shares; 2025Q3: 1,413 shares; 2025Q4: 1,437 shares 1,437 $113K 0.05% +24 Timeline FFWM FIRST FNDTN INC More: the full row for FIRST FNDTN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,971 shares; 2024Q4: 23,971 shares; 2025Q1: 23,971 shares; 2025Q2: 23,971 shares; 2025Q3: 23,971 shares; 2025Q4: 18,309 shares 18,309 $113K 0.05% -5,662 Timeline SCHY SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,810 shares; 2024Q4: 3,125 shares; 2025Q1: 3,085 shares; 2025Q2: 3,398 shares; 2025Q3: 3,423 shares; 2025Q4: 3,733 shares 3,733 $111K 0.05% +310 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,366 shares; 2024Q4: 1,366 shares; 2025Q1: 1,266 shares; 2025Q2: 1,266 shares; 2025Q3: 1,266 shares; 2025Q4: 1,266 shares 1,266 $111K 0.05% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,029 shares 1,029 $110K 0.05% +29 Timeline DVY 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: 756 shares; 2024Q4: 756 shares; 2025Q1: 756 shares; 2025Q2: 756 shares; 2025Q3: 756 shares; 2025Q4: 776 shares 776 $110K 0.05% +20 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,348 shares; 2024Q4: 1,348 shares; 2025Q1: 1,348 shares; 2025Q2: 1,348 shares; 2025Q3: 1,348 shares; 2025Q4: 1,348 shares 1,348 $107K 0.05% 0 Timeline UBFO UNITED SEC BANCSHARES CALIF More: the full row for UNITED SEC BANCSHARES CALIF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,065 shares; 2024Q4: 10,065 shares; 2025Q1: 10,065 shares; 2025Q2: 10,065 shares; 2025Q3: 10,065 shares; 2025Q4: 10,065 shares 10,065 $101K 0.04% 0 Timeline TCBK TRICO BANCSHARES More: the full row for TRICO BANCSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,719 shares; 2024Q4: 2,719 shares; 2025Q1: 2,719 shares; 2025Q2: 2,719 shares; 2025Q3: 2,102 shares; 2025Q4: 2,102 shares 2,102 $99.6K 0.04% 0 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: 900 shares; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 900 shares 900 $99.3K 0.04% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,224 shares; 2024Q4: 1,224 shares; 2025Q1: 1,224 shares; 2025Q2: 1,258 shares; 2025Q3: 1,258 shares; 2025Q4: 1,278 shares 1,278 $99.3K 0.04% +20 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,838 shares; 2024Q4: 1,697 shares; 2025Q1: 1,697 shares; 2025Q2: 1,544 shares; 2025Q3: 1,544 shares; 2025Q4: 1,544 shares 1,544 $99K 0.04% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 370 shares; 2024Q4: 370 shares; 2025Q1: 395 shares; 2025Q2: 395 shares; 2025Q3: 345 shares; 2025Q4: 345 shares 345 $98.5K 0.04% 0 Timeline BIPC BROOKFIELD INFRASTRUCTURE CO More: the full row for BROOKFIELD INFRASTRUCTURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,006 shares; 2025Q1: 2,032 shares; 2025Q2: 2,136 shares; 2025Q3: 2,157 shares; 2025Q4: 2,097 shares 2,097 $95.2K 0.04% -60 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 288 shares; 2024Q4: 258 shares; 2025Q1: 469 shares; 2025Q2: 469 shares; 2025Q3: 339 shares; 2025Q4: 359 shares 359 $95.1K 0.04% +20 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 610 shares; 2024Q4: 610 shares; 2025Q1: 610 shares; 2025Q2: 610 shares; 2025Q3: 610 shares; 2025Q4: 610 shares 610 $94.6K 0.04% 0 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,447 shares; 2024Q4: 1,608 shares; 2025Q1: 1,722 shares; 2025Q2: 1,522 shares; 2025Q3: 1,522 shares; 2025Q4: 1,572 shares 1,572 $94.6K 0.04% +50 Timeline CVBF CVB FINL CORP More: the full row for CVB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,068 shares; 2024Q4: 5,068 shares; 2025Q1: 5,068 shares; 2025Q2: 5,068 shares; 2025Q3: 5,068 shares; 2025Q4: 5,068 shares 5,068 $94.3K 0.04% 0 Timeline EWG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,851 shares; 2024Q4: 2,434 shares; 2025Q1: 2,395 shares; 2025Q2: 2,202 shares; 2025Q3: 2,202 shares; 2025Q4: 2,202 shares 2,202 $93.6K 0.04% 0 Timeline OCFC OCEANFIRST FINL CORP More: the full row for OCEANFIRST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,722 shares; 2024Q4: 7,722 shares; 2025Q1: 7,722 shares; 2025Q2: 7,722 shares; 2025Q3: 7,722 shares; 2025Q4: 5,209 shares 5,209 $93.5K 0.04% -2,513 Timeline IEFA 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: 1,054 shares; 2024Q4: 1,054 shares; 2025Q1: 1,054 shares; 2025Q2: 1,054 shares; 2025Q3: 1,034 shares; 2025Q4: 1,042 shares 1,042 $93.2K 0.04% +8 Timeline BCAL CALIFORNIA BANCORP More: the full row for CALIFORNIA BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,174 shares; 2024Q4: 5,174 shares; 2025Q1: 5,036 shares; 2025Q2: 5,036 shares; 2025Q3: 5,036 shares; 2025Q4: 4,990 shares 4,990 $93.2K 0.04% -46 Timeline RVSB RIVERVIEW BANCORP INC More: the full row for RIVERVIEW BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,500 shares; 2024Q4: 18,500 shares; 2025Q1: 18,500 shares; 2025Q2: 18,500 shares; 2025Q3: 18,500 shares; 2025Q4: 18,500 shares 18,500 $92.9K 0.04% 0 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,075 shares; 2024Q4: 1,075 shares; 2025Q1: 520 shares; 2025Q2: 520 shares; 2025Q3: 520 shares; 2025Q4: 650 shares 650 $90.5K 0.04% +130 Timeline ITA 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: 412 shares; 2024Q4: 412 shares; 2025Q1: 412 shares; 2025Q2: 412 shares; 2025Q3: 412 shares; 2025Q4: 412 shares 412 $88.5K 0.04% 0 Timeline NIC NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 720 shares; 2024Q4: 720 shares; 2025Q1: 720 shares; 2025Q2: 720 shares; 2025Q3: 720 shares; 2025Q4: 720 shares 720 $87.3K 0.04% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,123 shares; 2024Q4: 1,104 shares; 2025Q1: 1,069 shares; 2025Q2: 1,069 shares; 2025Q3: 969 shares; 2025Q4: 994 shares 994 $86.7K 0.04% +25 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,016 shares; 2024Q4: 3,976 shares; 2025Q1: 3,996 shares; 2025Q2: 4,036 shares; 2025Q3: 4,141 shares; 2025Q4: 4,586 shares 4,586 $86.3K 0.04% +445 Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 775 shares; 2024Q4: 1,025 shares; 2025Q1: 1,025 shares; 2025Q2: 1,025 shares; 2025Q3: 1,025 shares; 2025Q4: 1,025 shares 1,025 $86.2K 0.04% 0 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,100 shares; 2024Q4: 1,105 shares; 2025Q1: 1,109 shares; 2025Q2: 1,138 shares; 2025Q3: 1,086 shares; 2025Q4: 1,034 shares 1,034 $84.1K 0.04% -52 Timeline IYF 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: 641 shares; 2024Q4: 641 shares; 2025Q1: 641 shares; 2025Q2: 641 shares; 2025Q3: 641 shares; 2025Q4: 641 shares 641 $82.6K 0.04% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 945 shares; 2025Q1: not reported; 2025Q2: 510 shares; 2025Q3: 500 shares; 2025Q4: 460 shares 460 $81.8K 0.03% -40 Timeline EFA 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: 292 shares; 2024Q4: 292 shares; 2025Q1: 706 shares; 2025Q2: 706 shares; 2025Q3: 806 shares; 2025Q4: 834 shares 834 $80.1K 0.03% +28 Timeline EEM 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: 1,281 shares; 2024Q4: 1,286 shares; 2025Q1: 1,286 shares; 2025Q2: 1,286 shares; 2025Q3: 1,406 shares; 2025Q4: 1,406 shares 1,406 $76.9K 0.03% 0 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,440 shares; 2024Q4: 1,355 shares; 2025Q1: 1,406 shares; 2025Q2: 1,547 shares; 2025Q3: 1,547 shares; 2025Q4: 1,733 shares 1,733 $76.9K 0.03% +186 Timeline NXDT NEXPOINT DIVERSIFIED REL ET More: the full row for NEXPOINT DIVERSIFIED REL ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,394 shares; 2024Q4: 24,622 shares; 2025Q1: 25,784 shares; 2025Q2: 23,473 shares; 2025Q3: 22,299 shares; 2025Q4: 19,416 shares 19,416 $74.4K 0.03% -2,883 Timeline YLDE LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,276 shares; 2024Q4: 1,276 shares; 2025Q1: 1,298 shares; 2025Q2: 1,366 shares; 2025Q3: 1,366 shares; 2025Q4: 1,366 shares 1,366 $74K 0.03% 0 Timeline PAG PENSKE AUTOMOTIVE GRP INC More: the full row for PENSKE AUTOMOTIVE GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 465 shares; 2024Q4: 465 shares; 2025Q1: 465 shares; 2025Q2: 465 shares; 2025Q3: 465 shares; 2025Q4: 465 shares 465 $73.6K 0.03% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 204 shares; 2024Q4: 76 shares; 2025Q1: 233 shares; 2025Q2: 235 shares; 2025Q3: 235 shares; 2025Q4: 185 shares 185 $73.3K 0.03% -50 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 855 shares; 2024Q4: 1,205 shares; 2025Q1: 1,265 shares; 2025Q2: 1,603 shares; 2025Q3: 1,683 shares; 2025Q4: 4,212 shares 4,212 $72.9K 0.03% +2,529 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 614 shares; 2024Q4: 614 shares; 2025Q1: 614 shares; 2025Q2: 626 shares; 2025Q3: 611 shares; 2025Q4: 606 shares 606 $72.6K 0.03% -5 Timeline APT ALPHA PRO TECH LTD More: the full row for ALPHA PRO TECH LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,236 shares; 2024Q4: 16,236 shares; 2025Q1: 16,236 shares; 2025Q2: 16,236 shares; 2025Q3: 16,236 shares; 2025Q4: 16,236 shares 16,236 $72.1K 0.03% 0 Timeline ILPT INDUSTRIAL LOGISTICS PPTYS T More: the full row for INDUSTRIAL LOGISTICS PPTYS T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,032 shares; 2024Q4: 18,132 shares; 2025Q1: 18,132 shares; 2025Q2: 17,132 shares; 2025Q3: 13,010 shares; 2025Q4: 13,010 shares 13,010 $72.1K 0.03% 0 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 656 shares; 2024Q4: 621 shares; 2025Q1: 634 shares; 2025Q2: 661 shares; 2025Q3: 685 shares; 2025Q4: 806 shares 806 $71.8K 0.03% +121 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 602 shares; 2024Q4: 602 shares; 2025Q1: 622 shares; 2025Q2: 682 shares; 2025Q3: 712 shares; 2025Q4: 712 shares 712 $71.1K 0.03% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 286 shares; 2024Q4: 288 shares; 2025Q1: 277 shares; 2025Q2: 300 shares; 2025Q3: 317 shares; 2025Q4: 382 shares 382 $70.9K 0.03% +65 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 608 shares; 2024Q4: 608 shares; 2025Q1: 552 shares; 2025Q2: 560 shares; 2025Q3: 560 shares; 2025Q4: 578 shares 578 $69.9K 0.03% +18 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 997 shares; 2024Q4: 997 shares; 2025Q1: 597 shares; 2025Q2: 597 shares; 2025Q3: 597 shares; 2025Q4: 597 shares 597 $69.7K 0.03% 0 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 852 shares; 2024Q4: 879 shares; 2025Q1: 731 shares; 2025Q2: 735 shares; 2025Q3: 631 shares; 2025Q4: 536 shares 536 $69.6K 0.03% -95 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 956 shares; 2024Q4: 956 shares; 2025Q1: 956 shares; 2025Q2: 956 shares; 2025Q3: 956 shares; 2025Q4: 956 shares 956 $69.3K 0.03% 0 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,894 shares; 2024Q4: 1,894 shares; 2025Q1: 1,894 shares; 2025Q2: 1,894 shares; 2025Q3: 1,894 shares; 2025Q4: 1,894 shares 1,894 $68.7K 0.03% 0 Timeline NVST ENVISTA HOLDINGS CORPORATION More: the full row for ENVISTA HOLDINGS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,116 shares; 2024Q4: 3,116 shares; 2025Q1: 3,116 shares; 2025Q2: 3,116 shares; 2025Q3: 3,116 shares; 2025Q4: 3,116 shares 3,116 $67.6K 0.03% 0 Timeline ERII ENERGY RECOVERY INC More: the full row for ENERGY RECOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares 5,000 $67.5K 0.03% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 213 shares; 2024Q4: 213 shares; 2025Q1: 213 shares; 2025Q2: 213 shares; 2025Q3: 213 shares; 2025Q4: 213 shares 213 $66.5K 0.03% 0 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 976 shares; 2024Q4: 976 shares; 2025Q1: 870 shares; 2025Q2: 930 shares; 2025Q3: 910 shares; 2025Q4: 950 shares 950 $66.4K 0.03% +40 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 789 shares; 2024Q4: 812 shares; 2025Q1: 746 shares; 2025Q2: 751 shares; 2025Q3: 737 shares; 2025Q4: 679 shares 679 $66.4K 0.03% -58 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,196 shares; 2024Q4: 1,196 shares; 2025Q1: 1,246 shares; 2025Q2: 1,256 shares; 2025Q3: 1,256 shares; 2025Q4: 1,206 shares 1,206 $64.9K 0.03% -50 Timeline RLJ LODGING TR RLJ LODGING TR More: the full row for RLJ LODGING TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,600 shares; 2024Q4: 2,600 shares; 2025Q1: 2,600 shares; 2025Q2: 2,600 shares; 2025Q3: 2,600 shares; 2025Q4: 2,600 shares 2,600 $64.7K 0.03% 0 AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 380 shares; 2024Q4: 380 shares; 2025Q1: 380 shares; 2025Q2: 380 shares; 2025Q3: 380 shares; 2025Q4: 380 shares 380 $64.4K 0.03% 0 Timeline RAL RALLIANT CORP More: the full row for RALLIANT 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: 1,261 shares; 2025Q4: 1,261 shares 1,261 $64.2K 0.03% 0 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC 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: 980 shares 980 $64.1K 0.03% new Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 375 shares; 2024Q4: 375 shares; 2025Q1: 375 shares; 2025Q2: 375 shares; 2025Q3: 375 shares; 2025Q4: 375 shares 375 $63.9K 0.03% 0 Timeline SHO SUNSTONE HOTEL INVS INC NEW More: the full row for SUNSTONE HOTEL INVS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,000 shares; 2024Q4: 14,000 shares; 2025Q1: 14,000 shares; 2025Q2: 13,640 shares; 2025Q3: 12,140 shares; 2025Q4: 7,140 shares 7,140 $63.8K 0.03% -5,000 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS 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: 1,310 shares 1,310 $63.6K 0.03% new Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66 shares; 2024Q4: 86 shares; 2025Q1: 79 shares; 2025Q2: 284 shares; 2025Q3: 109 shares; 2025Q4: 59 shares 59 $63.4K 0.03% -50 Timeline HOS HORNBECK OFFSHORE SERVICES I More: the full row for HORNBECK OFFSHORE SERVICES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $62.7K 0.03% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 338 shares; 2024Q4: 338 shares; 2025Q1: 338 shares; 2025Q2: 402 shares; 2025Q3: 402 shares; 2025Q4: 402 shares 402 $62.2K 0.03% 0 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares 200 $62K 0.03% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 745 shares; 2024Q4: 745 shares; 2025Q1: 745 shares; 2025Q2: 803 shares; 2025Q3: 803 shares; 2025Q4: 803 shares 803 $60.6K 0.03% 0 Timeline HYG 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: 1,119 shares; 2024Q4: 1,036 shares; 2025Q1: 978 shares; 2025Q2: 978 shares; 2025Q3: 748 shares; 2025Q4: 748 shares 748 $60.3K 0.03% 0 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 333 shares; 2024Q4: 666 shares; 2025Q1: 650 shares; 2025Q2: 650 shares; 2025Q3: 650 shares; 2025Q4: 650 shares 650 $60.1K 0.03% 0 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 745 shares; 2024Q4: 745 shares; 2025Q1: 745 shares; 2025Q2: 745 shares; 2025Q3: 745 shares; 2025Q4: 745 shares 745 $59.8K 0.03% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 867 shares; 2024Q4: 867 shares; 2025Q1: 867 shares; 2025Q2: 993 shares; 2025Q3: 1,018 shares; 2025Q4: 1,038 shares 1,038 $59.4K 0.03% +20 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125 shares; 2024Q4: 161 shares; 2025Q1: 186 shares; 2025Q2: 211 shares; 2025Q3: 233 shares; 2025Q4: 596 shares 596 $58.3K 0.02% +363 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,375 shares; 2025Q2: 1,375 shares; 2025Q3: 1,375 shares; 2025Q4: 1,225 shares 1,225 $57.5K 0.02% -150 Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,450 shares; 2024Q4: 1,450 shares; 2025Q1: 1,450 shares; 2025Q2: 1,450 shares; 2025Q3: 1,450 shares; 2025Q4: 1,450 shares 1,450 $56.8K 0.02% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129 shares; 2024Q4: 121 shares; 2025Q1: 121 shares; 2025Q2: 121 shares; 2025Q3: 121 shares; 2025Q4: 186 shares 186 $56.5K 0.02% +65 Timeline NE NOBLE CORP PLC More: the full row for NOBLE CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $56.5K 0.02% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 900 shares; 2024Q4: 962 shares; 2025Q1: 962 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 900 shares 900 $56.2K 0.02% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 821 shares; 2024Q4: 821 shares; 2025Q1: 1,541 shares; 2025Q2: 1,541 shares; 2025Q3: 1,541 shares; 2025Q4: 1,541 shares 1,541 $55.9K 0.02% 0 Timeline EXK ENDEAVOUR SILVER CORP More: the full row for ENDEAVOUR SILVER 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: 5,926 shares 5,926 $55.7K 0.02% new Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP 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: 1,300 shares; 2025Q4: 1,675 shares 1,675 $55.3K 0.02% +375 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158 shares; 2024Q4: 158 shares; 2025Q1: 158 shares; 2025Q2: 158 shares; 2025Q3: 158 shares; 2025Q4: 158 shares 158 $55.3K 0.02% 0 Timeline VBK 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: 204 shares; 2024Q4: 204 shares; 2025Q1: 204 shares; 2025Q2: 204 shares; 2025Q3: 199 shares; 2025Q4: 183 shares 183 $55.3K 0.02% -16 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 339 shares; 2024Q4: 339 shares; 2025Q1: 339 shares; 2025Q2: 339 shares; 2025Q3: 339 shares; 2025Q4: 339 shares 339 $55.1K 0.02% 0 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 354 shares; 2024Q4: 354 shares; 2025Q1: 354 shares; 2025Q2: 350 shares; 2025Q3: 550 shares; 2025Q4: 550 shares 550 $55K 0.02% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 739 shares; 2024Q4: 739 shares; 2025Q1: 728 shares; 2025Q2: 726 shares; 2025Q3: 726 shares; 2025Q4: 726 shares 726 $53.3K 0.02% 0 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144 shares; 2024Q4: 194 shares; 2025Q1: 176 shares; 2025Q2: 178 shares; 2025Q3: 178 shares; 2025Q4: 178 shares 178 $52.3K 0.02% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares 250 $52K 0.02% 0 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 365 shares; 2024Q4: 365 shares; 2025Q1: 365 shares; 2025Q2: 365 shares; 2025Q3: 365 shares; 2025Q4: 365 shares 365 $50.3K 0.02% 0 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares 500 $49.9K 0.02% 0 Timeline USMV 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: 529 shares; 2024Q4: 529 shares; 2025Q1: 529 shares; 2025Q2: 529 shares; 2025Q3: 529 shares; 2025Q4: 529 shares 529 $49.8K 0.02% 0 Timeline RMR RMR GROUP INC More: the full row for RMR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,287 shares; 2024Q4: 4,287 shares; 2025Q1: 4,287 shares; 2025Q2: 4,250 shares; 2025Q3: 3,745 shares; 2025Q4: 3,339 shares 3,339 $49.8K 0.02% -406 Timeline QDEF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 605 shares; 2024Q4: 605 shares; 2025Q1: 605 shares; 2025Q2: 605 shares; 2025Q3: 605 shares; 2025Q4: 605 shares 605 $49K 0.02% 0 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 245 shares; 2024Q4: 215 shares; 2025Q1: 212 shares; 2025Q2: 255 shares; 2025Q3: 303 shares; 2025Q4: 658 shares 658 $48.9K 0.02% +355 Timeline GPMT GRANITE PT MTG TR INC More: the full row for GRANITE PT MTG TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,280 shares; 2024Q4: 27,900 shares; 2025Q1: 24,400 shares; 2025Q2: 21,400 shares; 2025Q3: 21,400 shares; 2025Q4: 20,232 shares 20,232 $48.6K 0.02% -1,168 Timeline SCZ 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: 624 shares; 2024Q4: 624 shares; 2025Q1: 624 shares; 2025Q2: 624 shares; 2025Q3: 624 shares; 2025Q4: 624 shares 624 $48.4K 0.02% 0 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 235 shares; 2024Q4: 235 shares; 2025Q1: 235 shares; 2025Q2: 308 shares; 2025Q3: 360 shares; 2025Q4: 441 shares 441 $48.3K 0.02% +81 Timeline VNT VONTIER CORPORATION More: the full row for VONTIER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,295 shares; 2024Q4: 1,295 shares; 2025Q1: 1,295 shares; 2025Q2: 1,295 shares; 2025Q3: 1,295 shares; 2025Q4: 1,295 shares 1,295 $48.1K 0.02% 0 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: 83 shares; 2024Q4: 83 shares; 2025Q1: 83 shares; 2025Q2: 83 shares; 2025Q3: 83 shares; 2025Q4: 83 shares 83 $48.1K 0.02% 0 Timeline DBA INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 975 shares; 2024Q4: 1,047 shares; 2025Q1: 1,072 shares; 2025Q2: 1,362 shares; 2025Q3: 1,402 shares; 2025Q4: 1,882 shares 1,882 $48K 0.02% +480 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,900 shares; 2024Q4: 1,900 shares; 2025Q1: 1,975 shares; 2025Q2: 1,975 shares; 2025Q3: 1,975 shares; 2025Q4: 1,975 shares 1,975 $47.4K 0.02% 0 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS 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: 425 shares; 2025Q4: 1,995 shares 1,995 $47.3K 0.02% +1,570 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,160 shares; 2024Q4: 1,160 shares; 2025Q1: 1,171 shares; 2025Q2: 1,171 shares; 2025Q3: 1,171 shares; 2025Q4: 1,171 shares 1,171 $47.1K 0.02% 0 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,285 shares; 2024Q4: 2,255 shares; 2025Q1: 1,732 shares; 2025Q2: 1,713 shares; 2025Q3: 1,585 shares; 2025Q4: 1,579 shares 1,579 $45.5K 0.02% -6 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 665 shares; 2024Q4: 665 shares; 2025Q1: 678 shares; 2025Q2: 677 shares; 2025Q3: 677 shares; 2025Q4: 678 shares 678 $45.4K 0.02% +1 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 1,900 shares 1,900 $45.4K 0.02% -100 Timeline KNF KNIFE RIVER CORP More: the full row for KNIFE RIVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 618 shares; 2024Q4: 655 shares; 2025Q1: 655 shares; 2025Q2: 645 shares; 2025Q3: 645 shares; 2025Q4: 645 shares 645 $45.4K 0.02% 0 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 721 shares; 2024Q4: 721 shares; 2025Q1: 721 shares; 2025Q2: 721 shares; 2025Q3: 721 shares; 2025Q4: 721 shares 721 $44.5K 0.02% 0 Timeline GRAL GRAIL INC More: the full row for GRAIL 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: 1,093 shares; 2025Q2: 1,093 shares; 2025Q3: 518 shares; 2025Q4: 518 shares 518 $44.3K 0.02% 0 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28 shares; 2024Q4: 28 shares; 2025Q1: 28 shares; 2025Q2: 28 shares; 2025Q3: 328 shares; 2025Q4: 328 shares 328 $44.3K 0.02% 0 Timeline XJH 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: 991 shares; 2024Q4: 991 shares; 2025Q1: 991 shares; 2025Q2: 991 shares; 2025Q3: 991 shares; 2025Q4: 991 shares 991 $44.2K 0.02% 0 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51 shares; 2024Q4: 51 shares; 2025Q1: 51 shares; 2025Q2: 51 shares; 2025Q3: 51 shares; 2025Q4: 153 shares 153 $43.9K 0.02% +102 Timeline HOPE HOPE BANCORP INC More: the full row for HOPE BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares 4,000 $43.8K 0.02% 0 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,030 shares; 2025Q1: 1,030 shares; 2025Q2: 1,030 shares; 2025Q3: 1,030 shares; 2025Q4: 1,030 shares 1,030 $43K 0.02% 0 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,280 shares; 2024Q4: 1,735 shares; 2025Q1: 1,735 shares; 2025Q2: 1,405 shares; 2025Q3: 1,405 shares; 2025Q4: 1,170 shares 1,170 $42.9K 0.02% -235 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25 shares; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares 25 $42.3K 0.02% 0 Timeline DEA EASTERLY GOVT PPTYS INC More: the full row for EASTERLY GOVT PPTYS 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: 1,530 shares; 2025Q3: 1,770 shares; 2025Q4: 1,980 shares 1,980 $42K 0.02% +210 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 355 shares; 2024Q4: 355 shares; 2025Q1: 325 shares; 2025Q2: 325 shares; 2025Q3: 325 shares; 2025Q4: 325 shares 325 $41.9K 0.02% 0 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS 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: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares 300 $41.7K 0.02% 0 Timeline ESML 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: 1,008 shares; 2024Q4: 1,008 shares; 2025Q1: 904 shares; 2025Q2: 904 shares; 2025Q3: 904 shares; 2025Q4: 904 shares 904 $41.6K 0.02% 0 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 667 shares; 2025Q2: 667 shares; 2025Q3: 516 shares; 2025Q4: 496 shares 496 $41.5K 0.02% -20 Timeline PHG KONINKLIJKE PHILIPS N V More: the full row for KONINKLIJKE PHILIPS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,426 shares; 2024Q4: 1,426 shares; 2025Q1: 1,426 shares; 2025Q2: 1,486 shares; 2025Q3: 1,486 shares; 2025Q4: 1,486 shares 1,486 $40.2K 0.02% 0 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,967 shares; 2024Q4: 2,464 shares; 2025Q1: 2,341 shares; 2025Q2: 2,963 shares; 2025Q3: 3,107 shares; 2025Q4: 3,197 shares 3,197 $39.8K 0.02% +90 Timeline MXC MEXCO ENERGY CORP More: the full row for MEXCO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares 4,000 $39.6K 0.02% 0 Timeline AL AIR LEASE CORP More: the full row for AIR LEASE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 615 shares; 2024Q4: 615 shares; 2025Q1: 615 shares; 2025Q2: 615 shares; 2025Q3: 615 shares; 2025Q4: 615 shares 615 $39.5K 0.02% 0 Timeline BOH BANK OF HI CORP More: the full row for BANK OF HI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 575 shares; 2024Q4: 575 shares; 2025Q1: 575 shares; 2025Q2: 575 shares; 2025Q3: 575 shares; 2025Q4: 575 shares 575 $39.3K 0.02% 0 Timeline CIEN CIENA CORP More: the full row for CIENA 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: 165 shares 165 $38.6K 0.02% new Timeline BANC BANC OF CALIFORNIA INC More: the full row for BANC OF CALIFORNIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $38.6K 0.02% 0 Timeline MPTI M-TRON INDS INC More: the full row for M-TRON INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,813 shares; 2024Q4: 1,124 shares; 2025Q1: 724 shares; 2025Q2: 724 shares; 2025Q3: 724 shares; 2025Q4: 724 shares 724 $38.5K 0.02% 0 Timeline FPF FIRST TR INTER DURATN PFD & More: the full row for FIRST TR INTER DURATN PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,100 shares; 2024Q4: 2,100 shares; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 2,050 shares; 2025Q4: 2,050 shares 2,050 $38.2K 0.02% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 287 shares; 2024Q4: 108 shares; 2025Q1: 193 shares; 2025Q2: 92 shares; 2025Q3: 97 shares; 2025Q4: 83 shares 83 $37.3K 0.02% -14 Timeline CWT CALIFORNIA WTR SVC GROUP More: the full row for CALIFORNIA WTR SVC GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 855 shares; 2024Q4: 855 shares; 2025Q1: 855 shares; 2025Q2: 855 shares; 2025Q3: 855 shares; 2025Q4: 855 shares 855 $37K 0.02% 0 Timeline HURC HURCO CO More: the full row for HURCO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,415 shares; 2024Q4: 8,226 shares; 2025Q1: 7,126 shares; 2025Q2: 7,126 shares; 2025Q3: 7,126 shares; 2025Q4: 2,374 shares 2,374 $36.7K 0.02% -4,752 Timeline OKLO OKLO INC More: the full row for OKLO 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: 441 shares; 2025Q3: 451 shares; 2025Q4: 504 shares 504 $36.2K 0.02% +53 Timeline IGSB 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: 1,345 shares; 2024Q4: 1,345 shares; 2025Q1: 682 shares; 2025Q2: 682 shares; 2025Q3: 682 shares; 2025Q4: 682 shares 682 $36.1K 0.02% 0 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 212 shares; 2024Q4: 212 shares; 2025Q1: 176 shares; 2025Q2: 177 shares; 2025Q3: 177 shares; 2025Q4: 178 shares 178 $36.1K 0.02% +1 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 198 shares; 2024Q4: 198 shares; 2025Q1: 198 shares; 2025Q2: 198 shares; 2025Q3: 198 shares; 2025Q4: 198 shares 198 $36K 0.02% 0 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 858 shares; 2024Q4: 720 shares; 2025Q1: 629 shares; 2025Q2: 561 shares; 2025Q3: 402 shares; 2025Q4: 377 shares 377 $35.5K 0.02% -25 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: 77 shares; 2024Q4: 77 shares; 2025Q1: 87 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 40 shares 40 $35.2K 0.01% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98 shares; 2024Q4: 93 shares; 2025Q1: 168 shares; 2025Q2: 168 shares; 2025Q3: 143 shares; 2025Q4: 163 shares 163 $34.9K 0.01% +20 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS 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: 427 shares 427 $34.8K 0.01% new Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 965 shares; 2024Q4: 966 shares; 2025Q1: 952 shares; 2025Q2: 852 shares; 2025Q3: 857 shares; 2025Q4: 858 shares 858 $34.5K 0.01% +1 Timeline SII SPROTT INC More: the full row for SPROTT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 350 shares; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 350 shares 350 $34.3K 0.01% 0 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54 shares; 2024Q4: 54 shares; 2025Q1: 59 shares; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 60 shares 60 $34.2K 0.01% 0 Timeline GLOBAL INDEMNITY GROUP LLC … GLOBAL INDEMNITY GROUP LLC COM CL… More: the full row for GLOBAL INDEMNITY GROUP LLC COM CL A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,100 shares; 2024Q4: 2,100 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares 1,200 $34.1K 0.01% 0 VNQ 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: 362 shares; 2024Q4: 362 shares; 2025Q1: 362 shares; 2025Q2: 387 shares; 2025Q3: 337 shares; 2025Q4: 383 shares 383 $33.9K 0.01% +46 Timeline SVM SILVERCORP METALS INC More: the full row for SILVERCORP METALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,500 shares; 2024Q4: 5,500 shares; 2025Q1: 5,500 shares; 2025Q2: 5,500 shares; 2025Q3: 5,500 shares; 2025Q4: 4,000 shares 4,000 $33.4K 0.01% -1,500 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 687 shares; 2024Q4: 687 shares; 2025Q1: 687 shares; 2025Q2: 687 shares; 2025Q3: 687 shares; 2025Q4: 687 shares 687 $32.2K 0.01% 0 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 679 shares; 2024Q4: 656 shares; 2025Q1: 531 shares; 2025Q2: 479 shares; 2025Q3: 408 shares; 2025Q4: 403 shares 403 $31.9K 0.01% -5 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160 shares; 2024Q4: 160 shares; 2025Q1: 160 shares; 2025Q2: 460 shares; 2025Q3: 475 shares; 2025Q4: 490 shares 490 $31.6K 0.01% +15 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 545 shares 545 $31.3K 0.01% +145 Timeline TECK TECK RESOURCES LTD More: the full row for TECK RESOURCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 646 shares; 2024Q4: 646 shares; 2025Q1: 646 shares; 2025Q2: 646 shares; 2025Q3: 646 shares; 2025Q4: 646 shares 646 $30.9K 0.01% 0 Timeline KBE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 493 shares; 2024Q4: 496 shares; 2025Q1: 500 shares; 2025Q2: 503 shares; 2025Q3: 506 shares; 2025Q4: 509 shares 509 $30.9K 0.01% +3 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 317 shares; 2024Q4: 317 shares; 2025Q1: 342 shares; 2025Q2: 342 shares; 2025Q3: 342 shares; 2025Q4: 342 shares 342 $29.8K 0.01% 0 Timeline IYJ 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: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares 200 $29.6K 0.01% 0 Timeline NGVT INGEVITY CORP More: the full row for INGEVITY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares 500 $29.6K 0.01% 0 Timeline REZI RESIDEO TECHNOLOGIES INC More: the full row for RESIDEO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 833 shares; 2024Q4: 833 shares; 2025Q1: 833 shares; 2025Q2: 833 shares; 2025Q3: 833 shares; 2025Q4: 833 shares 833 $29.3K 0.01% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105 shares; 2024Q4: 105 shares; 2025Q1: 105 shares; 2025Q2: 105 shares; 2025Q3: 105 shares; 2025Q4: 105 shares 105 $28.9K 0.01% 0 Timeline EUSA ISHARES INC More: the full row for ISHARES 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: 275 shares 275 $28.4K 0.01% new Timeline TIP 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: 182 shares; 2024Q4: 182 shares; 2025Q1: 197 shares; 2025Q2: 197 shares; 2025Q3: 242 shares; 2025Q4: 257 shares 257 $28.2K 0.01% +15 Timeline TFLO 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: 458 shares; 2024Q4: 458 shares; 2025Q1: 483 shares; 2025Q2: 513 shares; 2025Q3: 513 shares; 2025Q4: 553 shares 553 $27.9K 0.01% +40 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 599 shares; 2024Q4: 628 shares; 2025Q1: 628 shares; 2025Q2: 628 shares; 2025Q3: 628 shares; 2025Q4: 628 shares 628 $27.9K 0.01% 0 Timeline IYM 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: 180 shares; 2024Q4: 180 shares; 2025Q1: 180 shares; 2025Q2: 180 shares; 2025Q3: 180 shares; 2025Q4: 180 shares 180 $27.7K 0.01% 0 Timeline DBB INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 511 shares; 2024Q4: 547 shares; 2025Q1: 527 shares; 2025Q2: 842 shares; 2025Q3: 992 shares; 2025Q4: 1,207 shares 1,207 $27.7K 0.01% +215 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: 477 shares; 2024Q4: 642 shares; 2025Q1: 848 shares; 2025Q2: 1,548 shares; 2025Q3: 1,578 shares; 2025Q4: 1,394 shares 1,394 $27.5K 0.01% -184 Timeline TLH 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: 61 shares; 2024Q4: 61 shares; 2025Q1: 61 shares; 2025Q2: 66 shares; 2025Q3: 116 shares; 2025Q4: 266 shares 266 $27K 0.01% +150 Timeline PFF 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: 2,849 shares; 2024Q4: 1,849 shares; 2025Q1: 899 shares; 2025Q2: 919 shares; 2025Q3: 1,019 shares; 2025Q4: 865 shares 865 $26.8K 0.01% -154 Timeline MAT MATTEL INC More: the full row for MATTEL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,565 shares; 2024Q4: 1,565 shares; 2025Q1: 1,440 shares; 2025Q2: 1,595 shares; 2025Q3: 1,545 shares; 2025Q4: 1,345 shares 1,345 $26.7K 0.01% -200 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 890 shares; 2024Q4: 890 shares; 2025Q1: 640 shares; 2025Q2: 640 shares; 2025Q3: 640 shares; 2025Q4: 640 shares 640 $26.5K 0.01% 0 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 278 shares; 2024Q4: 278 shares; 2025Q1: 278 shares; 2025Q2: 278 shares; 2025Q3: 199 shares; 2025Q4: 199 shares 199 $26.3K 0.01% 0 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193 shares; 2024Q4: 193 shares; 2025Q1: 193 shares; 2025Q2: 193 shares; 2025Q3: 193 shares; 2025Q4: 193 shares 193 $26.3K 0.01% 0 Timeline PDT HANCOCK JOHN PREM DIVID FD More: the full row for HANCOCK JOHN PREM DIVID FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,058 shares; 2024Q4: 2,058 shares; 2025Q1: 2,058 shares; 2025Q2: 2,058 shares; 2025Q3: 2,058 shares; 2025Q4: 2,058 shares 2,058 $26.1K 0.01% 0 Timeline DBRG DIGITALBRIDGE GROUP INC More: the full row for DIGITALBRIDGE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,022 shares; 2024Q4: 2,022 shares; 2025Q1: 2,022 shares; 2025Q2: 1,940 shares; 2025Q3: 1,805 shares; 2025Q4: 1,696 shares 1,696 $26K 0.01% -109 Timeline IYE 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: 740 shares; 2024Q4: 740 shares; 2025Q1: 740 shares; 2025Q2: 740 shares; 2025Q3: 740 shares; 2025Q4: 535 shares 535 $25.4K 0.01% -205 Timeline JAAA 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 631 shares; 2024Q4: 681 shares; 2025Q1: 501 shares; 2025Q2: 501 shares; 2025Q3: 501 shares; 2025Q4: 501 shares 501 $25.3K 0.01% 0 Timeline FAX ABRDN ASIA PACIFIC INCOME FU More: the full row for ABRDN ASIA PACIFIC INCOME FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,150 shares; 2024Q4: 1,650 shares; 2025Q1: 1,650 shares; 2025Q2: 1,650 shares; 2025Q3: 1,650 shares; 2025Q4: 1,650 shares 1,650 $25.3K 0.01% 0 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW 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: 100 shares; 2025Q4: 100 shares 100 $25.2K 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 304 shares; 2024Q4: 304 shares; 2025Q1: 304 shares; 2025Q2: 304 shares; 2025Q3: 304 shares; 2025Q4: 304 shares 304 $25.1K 0.01% 0 Timeline VBR 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: 143 shares; 2024Q4: 143 shares; 2025Q1: 143 shares; 2025Q2: 143 shares; 2025Q3: 118 shares; 2025Q4: 118 shares 118 $25K 0.01% 0 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127 shares; 2024Q4: 127 shares; 2025Q1: 127 shares; 2025Q2: 111 shares; 2025Q3: 116 shares; 2025Q4: 116 shares 116 $24.8K 0.01% 0 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64 shares; 2024Q4: 64 shares; 2025Q1: 62 shares; 2025Q2: 121 shares; 2025Q3: 221 shares; 2025Q4: 564 shares 564 $24.4K 0.01% +343 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165 shares; 2024Q4: 165 shares; 2025Q1: 165 shares; 2025Q2: 158 shares; 2025Q3: 158 shares; 2025Q4: 158 shares 158 $24.3K 0.01% 0 Timeline XRNPX COHEN & STEERS REIT & PFD & More: the full row for COHEN & STEERS REIT & PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 1,218 shares; 2025Q4: 1,218 shares 1,218 $24.2K 0.01% 0 Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 360 shares; 2024Q4: 370 shares; 2025Q1: 440 shares; 2025Q2: 455 shares; 2025Q3: 435 shares; 2025Q4: 520 shares 520 $24.1K 0.01% +85 Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 826 shares; 2024Q4: 919 shares; 2025Q1: 905 shares; 2025Q2: 894 shares; 2025Q3: 885 shares; 2025Q4: 879 shares 879 $23.3K 0.01% -6 Timeline ITOT 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: 209 shares; 2024Q4: 209 shares; 2025Q1: 209 shares; 2025Q2: 209 shares; 2025Q3: 157 shares; 2025Q4: 157 shares 157 $23.3K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 252 shares; 2024Q4: 252 shares; 2025Q1: 252 shares; 2025Q2: 252 shares; 2025Q3: 252 shares; 2025Q4: 252 shares 252 $23K 0.01% 0 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 284 shares; 2024Q4: 317 shares; 2025Q1: 344 shares; 2025Q2: 332 shares; 2025Q3: 425 shares; 2025Q4: 1,000 shares 1,000 $22.4K 0.01% +575 Timeline RWT REDWOOD TRUST INC More: the full row for REDWOOD TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,669 shares; 2024Q4: 5,681 shares; 2025Q1: 6,542 shares; 2025Q2: 6,480 shares; 2025Q3: 3,415 shares; 2025Q4: 4,044 shares 4,044 $22.4K 0.01% +629 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 475 shares; 2025Q1: 475 shares; 2025Q2: 550 shares; 2025Q3: 550 shares; 2025Q4: 575 shares 575 $22.3K 0.01% +25 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 299 shares; 2024Q4: 299 shares; 2025Q1: 299 shares; 2025Q2: 299 shares; 2025Q3: 299 shares; 2025Q4: 299 shares 299 $22.1K 0.01% 0 Timeline IUSV 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: 284 shares; 2024Q4: 284 shares; 2025Q1: 284 shares; 2025Q2: 284 shares; 2025Q3: 214 shares; 2025Q4: 214 shares 214 $21.9K 0.01% 0 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares 10 $21.5K 0.01% 0 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 444 shares; 2024Q4: 444 shares; 2025Q1: 291 shares; 2025Q2: 258 shares; 2025Q3: 269 shares; 2025Q4: 258 shares 258 $21.2K 0.01% -11 Timeline XYZ BLOCK INC More: the full row for BLOCK 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: 325 shares 325 $21.2K 0.01% new Timeline BSV 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 267 shares; 2024Q4: 267 shares; 2025Q1: 267 shares; 2025Q2: 267 shares; 2025Q3: 267 shares; 2025Q4: 267 shares 267 $21K 0.01% 0 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 709 shares; 2025Q2: 509 shares; 2025Q3: 419 shares; 2025Q4: 182 shares 182 $20.6K 0.01% -237 Timeline UG UNITED GUARDIAN INC More: the full row for UNITED GUARDIAN 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: 3,324 shares 3,324 $20.5K 0.01% new Timeline EWU 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: 1,242 shares; 2024Q4: 923 shares; 2025Q1: 764 shares; 2025Q2: 465 shares; 2025Q3: 465 shares; 2025Q4: 465 shares 465 $20.5K 0.01% 0 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS 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: 300 shares; 2025Q4: 300 shares 300 $20.2K 0.01% 0 Timeline ELAN ELANCO ANIMAL HEALTH INC More: the full row for ELANCO ANIMAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 892 shares; 2024Q4: 892 shares; 2025Q1: 892 shares; 2025Q2: 892 shares; 2025Q3: 892 shares; 2025Q4: 892 shares 892 $20.2K 0.01% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65 shares; 2024Q4: 58 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 9 shares; 2025Q4: 215 shares 215 $20.2K 0.01% +206 Timeline PCVX VAXCYTE INC More: the full row for VAXCYTE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 379 shares; 2024Q4: 432 shares; 2025Q1: 432 shares; 2025Q2: 432 shares; 2025Q3: 432 shares; 2025Q4: 432 shares 432 $19.9K 0.01% 0 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193 shares; 2024Q4: 193 shares; 2025Q1: 193 shares; 2025Q2: 193 shares; 2025Q3: 193 shares; 2025Q4: 193 shares 193 $19.3K 0.01% 0 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162 shares; 2024Q4: 162 shares; 2025Q1: 162 shares; 2025Q2: 162 shares; 2025Q3: 162 shares; 2025Q4: 162 shares 162 $19.2K 0.01% 0 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26 shares; 2024Q4: 26 shares; 2025Q1: 26 shares; 2025Q2: 26 shares; 2025Q3: 25 shares; 2025Q4: 125 shares 125 $19.1K 0.01% +100 Timeline RA BROOKFIELD REAL ASSETS INCOM More: the full row for BROOKFIELD REAL ASSETS INCOM 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: 1,471 shares; 2025Q4: 1,471 shares 1,471 $19.1K 0.01% 0 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 206 shares; 2024Q4: 206 shares; 2025Q1: 206 shares; 2025Q2: 178 shares; 2025Q3: 178 shares; 2025Q4: 178 shares 178 $19.1K 0.01% 0 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 394 shares; 2024Q4: 394 shares; 2025Q1: 394 shares; 2025Q2: 394 shares; 2025Q3: 394 shares; 2025Q4: 394 shares 394 $18.4K 0.01% 0 Timeline IYR 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: 196 shares; 2024Q4: 196 shares; 2025Q1: 196 shares; 2025Q2: 196 shares; 2025Q3: 196 shares; 2025Q4: 196 shares 196 $18.4K 0.01% 0 Timeline GVI 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: 170 shares; 2024Q4: 170 shares; 2025Q1: 170 shares; 2025Q2: 170 shares; 2025Q3: 170 shares; 2025Q4: 170 shares 170 $18.2K 0.01% 0 Timeline BBDC BARINGS BDC INC More: the full row for BARINGS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,958 shares; 2024Q4: 1,958 shares; 2025Q1: 1,958 shares; 2025Q2: 1,958 shares; 2025Q3: 1,958 shares; 2025Q4: 1,958 shares 1,958 $18K 0.01% 0 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,350 shares; 2024Q4: 1,350 shares; 2025Q1: 1,350 shares; 2025Q2: 1,350 shares; 2025Q3: 1,350 shares; 2025Q4: 1,350 shares 1,350 $17.9K 0.01% 0 Timeline IEO 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: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares 200 $17.9K 0.01% 0 Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 380 shares; 2024Q4: 453 shares; 2025Q1: 453 shares; 2025Q2: 493 shares; 2025Q3: 493 shares; 2025Q4: 785 shares 785 $17.6K 0.01% +292 Timeline LAC LITHIUM AMERS CORP NEW More: the full row for LITHIUM AMERS CORP NEW 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: 4,000 shares; 2025Q4: 4,000 shares 4,000 $17.4K 0.01% 0 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 577 shares; 2024Q4: 577 shares; 2025Q1: 577 shares; 2025Q2: 577 shares; 2025Q3: 577 shares; 2025Q4: 577 shares 577 $17.4K 0.01% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE 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: 219 shares 219 $17.3K 0.01% new Timeline ICF 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: 290 shares; 2024Q4: 290 shares; 2025Q1: 290 shares; 2025Q2: 290 shares; 2025Q3: 290 shares; 2025Q4: 290 shares 290 $17.3K 0.01% 0 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 561 shares; 2024Q4: 561 shares; 2025Q1: 561 shares; 2025Q2: 561 shares; 2025Q3: 561 shares; 2025Q4: 561 shares 561 $17.2K 0.01% 0 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21 shares; 2024Q4: 21 shares; 2025Q1: 21 shares; 2025Q2: 21 shares; 2025Q3: 21 shares; 2025Q4: 21 shares 21 $17K 0.01% 0 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,087 shares; 2024Q4: 366 shares; 2025Q1: 357 shares; 2025Q2: 357 shares; 2025Q3: 357 shares; 2025Q4: 357 shares 357 $16.8K 0.01% 0 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares 200 $16.8K 0.01% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: 17 shares; 2025Q1: 47 shares; 2025Q2: 47 shares; 2025Q3: 47 shares; 2025Q4: 47 shares 47 $16.5K 0.01% 0 Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 443 shares; 2025Q1: 443 shares; 2025Q2: 193 shares; 2025Q3: 193 shares; 2025Q4: 193 shares 193 $16.5K 0.01% 0 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,242 shares; 2024Q4: 1,242 shares; 2025Q1: 1,242 shares; 2025Q2: 1,242 shares; 2025Q3: 1,242 shares; 2025Q4: 1,242 shares 1,242 $16.4K 0.01% 0 Timeline FDN 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120 shares; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 60 shares 60 $16.2K 0.01% 0 Timeline ZIM ZIM INTEGRATED SHIPPING SERV More: the full row for ZIM INTEGRATED SHIPPING SERV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 650 shares; 2024Q4: 850 shares; 2025Q1: 850 shares; 2025Q2: 650 shares; 2025Q3: 750 shares; 2025Q4: 750 shares 750 $15.9K 0.01% 0 Timeline ENPH ENPHASE ENERGY INC More: the full row for ENPHASE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 374 shares; 2024Q4: 294 shares; 2025Q1: 308 shares; 2025Q2: 355 shares; 2025Q3: 355 shares; 2025Q4: 495 shares 495 $15.9K 0.01% +140 Timeline