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: 585,123 shares; 2024Q4: 487,002 shares; 2025Q1: 575,216 shares; 2025Q2: 597,740 shares; 2025Q3: 587,795 shares; 2025Q4: 577,778 shares 577,778 $157M 18.47% -10,017 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: 649,697 shares; 2024Q4: 628,218 shares; 2025Q1: 658,425 shares; 2025Q2: 647,266 shares; 2025Q3: 620,115 shares; 2025Q4: 613,000 shares 613,000 $114M 13.44% -7,115 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: 68,809 shares; 2024Q4: 63,143 shares; 2025Q1: 68,356 shares; 2025Q2: 67,733 shares; 2025Q3: 65,491 shares; 2025Q4: 64,994 shares 64,994 $56M 6.59% -497 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: 111,826 shares; 2024Q4: 94,637 shares; 2025Q1: 107,367 shares; 2025Q2: 112,598 shares; 2025Q3: 110,812 shares; 2025Q4: 110,060 shares 110,060 $34.5M 4.06% -752 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: 329,317 shares; 2024Q4: 301,423 shares; 2025Q1: 318,951 shares; 2025Q2: 316,801 shares; 2025Q3: 309,589 shares; 2025Q4: 308,877 shares 308,877 $34.4M 4.05% -712 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: 112,841 shares; 2024Q4: 95,931 shares; 2025Q1: 113,076 shares; 2025Q2: 112,618 shares; 2025Q3: 108,747 shares; 2025Q4: 108,261 shares 108,261 $25M 2.94% -486 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: 50,927 shares; 2024Q4: 49,637 shares; 2025Q1: 51,068 shares; 2025Q2: 51,306 shares; 2025Q3: 49,958 shares; 2025Q4: 49,537 shares 49,537 $24M 2.82% -421 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: 69,155 shares; 2024Q4: 61,531 shares; 2025Q1: 72,601 shares; 2025Q2: 72,754 shares; 2025Q3: 70,065 shares; 2025Q4: 69,700 shares 69,700 $17.9M 2.11% -365 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: 119,385 shares; 2024Q4: 106,385 shares; 2025Q1: 104,850 shares; 2025Q2: 103,150 shares; 2025Q3: 98,120 shares; 2025Q4: 97,820 shares 97,820 $17.4M 2.04% -300 Timeline TBIL RBB FD INC More: the full row for RBB FD 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: 32,500 shares; 2025Q2: 35,825 shares; 2025Q3: 151,966 shares; 2025Q4: 261,385 shares 261,385 $13M 1.53% +109,419 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: 225,536 shares; 2024Q4: 206,091 shares; 2025Q1: 175,523 shares; 2025Q2: 176,266 shares; 2025Q3: 170,367 shares; 2025Q4: 168,045 shares 168,045 $12.9M 1.52% -2,322 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: 56,265 shares; 2024Q4: 54,314 shares; 2025Q1: 54,104 shares; 2025Q2: 52,654 shares; 2025Q3: 49,130 shares; 2025Q4: 47,310 shares 47,310 $11.4M 1.34% -1,820 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: 9,121 shares; 2024Q4: 6,295 shares; 2025Q1: 18,883 shares; 2025Q2: 63,490 shares; 2025Q3: 124,351 shares; 2025Q4: 122,076 shares 122,076 $10.4M 1.22% -2,275 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: 20,161 shares; 2024Q4: 17,396 shares; 2025Q1: 29,282 shares; 2025Q2: 32,552 shares; 2025Q3: 31,419 shares; 2025Q4: 29,312 shares 29,312 $10.3M 1.21% -2,107 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: 82,013 shares; 2024Q4: 81,179 shares; 2025Q1: 80,589 shares; 2025Q2: 79,902 shares; 2025Q3: 79,616 shares; 2025Q4: 78,493 shares 78,493 $9.45M 1.11% -1,123 Timeline SSO 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: 80,702 shares; 2024Q4: 80,702 shares; 2025Q1: 80,300 shares; 2025Q2: 80,150 shares; 2025Q3: 79,950 shares; 2025Q4: 158,067 shares 158,067 $9.16M 1.08% +78,117 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: 55,883 shares; 2024Q4: 52,335 shares; 2025Q1: 53,161 shares; 2025Q2: 53,515 shares; 2025Q3: 52,959 shares; 2025Q4: 52,819 shares 52,819 $9.03M 1.06% -140 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: 38,955 shares; 2024Q4: 38,622 shares; 2025Q1: 39,487 shares; 2025Q2: 47,509 shares; 2025Q3: 52,499 shares; 2025Q4: 62,776 shares 62,776 $9M 1.06% +10,277 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: 122,655 shares; 2024Q4: 129,456 shares; 2025Q1: 127,384 shares; 2025Q2: 126,397 shares; 2025Q3: 123,597 shares; 2025Q4: 125,243 shares 125,243 $8.76M 1.03% +1,646 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: 92,541 shares; 2024Q4: 89,991 shares; 2025Q1: 90,957 shares; 2025Q2: 91,013 shares; 2025Q3: 88,438 shares; 2025Q4: 86,264 shares 86,264 $8.62M 1.01% -2,174 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: 26,829 shares; 2024Q4: 26,149 shares; 2025Q1: 27,039 shares; 2025Q2: 26,624 shares; 2025Q3: 26,224 shares; 2025Q4: 25,324 shares 25,324 $7.93M 0.93% -900 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: 10,579 shares; 2024Q4: 9,854 shares; 2025Q1: 10,404 shares; 2025Q2: 10,857 shares; 2025Q3: 10,807 shares; 2025Q4: 10,697 shares 10,697 $7.06M 0.83% -110 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,569 shares; 2024Q4: 18,518 shares; 2025Q1: 20,963 shares; 2025Q2: 20,558 shares; 2025Q3: 20,288 shares; 2025Q4: 20,194 shares 20,194 $6.87M 0.81% -94 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: 11,030 shares; 2024Q4: 10,480 shares; 2025Q1: 13,736 shares; 2025Q2: 13,474 shares; 2025Q3: 12,466 shares; 2025Q4: 11,862 shares 11,862 $6.8M 0.8% -604 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: 38,723 shares; 2024Q4: 35,289 shares; 2025Q1: 39,163 shares; 2025Q2: 35,444 shares; 2025Q3: 34,610 shares; 2025Q4: 33,370 shares 33,370 $6.5M 0.76% -1,240 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: 14,097 shares; 2024Q4: 13,334 shares; 2025Q1: 13,848 shares; 2025Q2: 13,468 shares; 2025Q3: 13,248 shares; 2025Q4: 13,288 shares 13,288 $6.43M 0.76% +40 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,428 shares; 2024Q4: 32,328 shares; 2025Q1: 33,228 shares; 2025Q2: 32,938 shares; 2025Q3: 30,838 shares; 2025Q4: 30,538 shares 30,538 $5.91M 0.7% -300 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,187 shares; 2025Q3: 31,182 shares; 2025Q4: 55,382 shares 55,382 $5.74M 0.68% +24,200 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,421 shares; 2024Q4: 22,610 shares; 2025Q1: 24,085 shares; 2025Q2: 24,035 shares; 2025Q3: 23,910 shares; 2025Q4: 22,660 shares 22,660 $5.5M 0.65% -1,250 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,646 shares; 2024Q4: 26,034 shares; 2025Q1: 26,506 shares; 2025Q2: 25,101 shares; 2025Q3: 23,326 shares; 2025Q4: 23,272 shares 23,272 $5.2M 0.61% -54 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,789 shares; 2024Q4: 48,251 shares; 2025Q1: 53,648 shares; 2025Q2: 54,620 shares; 2025Q3: 53,727 shares; 2025Q4: 49,459 shares 49,459 $5.06M 0.6% -4,268 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: 94,375 shares; 2024Q4: 87,477 shares; 2025Q1: 89,752 shares; 2025Q2: 92,538 shares; 2025Q3: 90,525 shares; 2025Q4: 88,615 shares 88,615 $4.87M 0.57% -1,910 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: 30,181 shares; 2024Q4: 27,523 shares; 2025Q1: 30,257 shares; 2025Q2: 29,215 shares; 2025Q3: 28,765 shares; 2025Q4: 26,197 shares 26,197 $4.8M 0.56% -2,568 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: 27,871 shares; 2024Q4: 37,273 shares; 2025Q1: 39,840 shares; 2025Q2: 37,145 shares; 2025Q3: 35,731 shares; 2025Q4: 34,254 shares 34,254 $4.55M 0.53% -1,477 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,113 shares; 2024Q4: 17,329 shares; 2025Q1: 16,822 shares; 2025Q2: 16,054 shares; 2025Q3: 15,674 shares; 2025Q4: 15,474 shares 15,474 $4.47M 0.53% -200 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: 42,691 shares; 2024Q4: 39,418 shares; 2025Q1: 40,896 shares; 2025Q2: 40,769 shares; 2025Q3: 39,374 shares; 2025Q4: 37,289 shares 37,289 $4.24M 0.5% -2,085 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: 15,481 shares; 2024Q4: 15,196 shares; 2025Q1: 15,446 shares; 2025Q2: 15,399 shares; 2025Q3: 15,399 shares; 2025Q4: 16,467 shares 16,467 $4.24M 0.5% +1,068 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: 12,466 shares; 2024Q4: 11,666 shares; 2025Q1: 11,666 shares; 2025Q2: 11,372 shares; 2025Q3: 11,033 shares; 2025Q4: 10,983 shares 10,983 $3.85M 0.45% -50 Timeline XBI 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: 205 shares; 2024Q4: 205 shares; 2025Q1: 205 shares; 2025Q2: 31,190 shares; 2025Q3: 31,190 shares; 2025Q4: 31,190 shares 31,190 $3.8M 0.45% 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: 25,980 shares; 2024Q4: 19,896 shares; 2025Q1: 19,580 shares; 2025Q2: 19,790 shares; 2025Q3: 18,518 shares; 2025Q4: 17,630 shares 17,630 $3.78M 0.44% -888 Timeline DDM 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: 33,525 shares; 2024Q4: 33,425 shares; 2025Q1: 33,325 shares; 2025Q2: 33,100 shares; 2025Q3: 33,025 shares; 2025Q4: 66,050 shares 66,050 $3.76M 0.44% +33,025 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,928 shares; 2024Q4: 43,613 shares; 2025Q1: 72,213 shares; 2025Q2: 71,675 shares; 2025Q3: 68,717 shares; 2025Q4: 57,259 shares 57,259 $3.63M 0.43% -11,458 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: 48,161 shares; 2024Q4: 39,348 shares; 2025Q1: 39,808 shares; 2025Q2: 38,912 shares; 2025Q3: 38,167 shares; 2025Q4: 38,021 shares 38,021 $3.54M 0.42% -146 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,557 shares; 2024Q4: 88,232 shares; 2025Q1: 100,627 shares; 2025Q2: 104,317 shares; 2025Q3: 102,187 shares; 2025Q4: 101,323 shares 101,323 $3.45M 0.41% -864 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: 19,676 shares; 2024Q4: 18,512 shares; 2025Q1: 18,534 shares; 2025Q2: 20,363 shares; 2025Q3: 19,875 shares; 2025Q4: 35,011 shares 35,011 $3.42M 0.4% +15,136 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: 19,508 shares; 2024Q4: 18,808 shares; 2025Q1: 19,108 shares; 2025Q2: 18,851 shares; 2025Q3: 18,371 shares; 2025Q4: 18,371 shares 18,371 $3.26M 0.38% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,544 shares; 2024Q4: 36,845 shares; 2025Q1: 37,184 shares; 2025Q2: 37,052 shares; 2025Q3: 36,305 shares; 2025Q4: 31,181 shares 31,181 $3.09M 0.36% -5,124 Timeline TBBK BANCORP INC DEL More: the full row for BANCORP INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,639 shares; 2024Q4: 65,639 shares; 2025Q1: 55,639 shares; 2025Q2: 55,639 shares; 2025Q3: 43,829 shares; 2025Q4: 43,829 shares 43,829 $2.96M 0.35% 0 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,414 shares; 2024Q4: 22,759 shares; 2025Q1: 21,414 shares; 2025Q2: 21,484 shares; 2025Q3: 19,886 shares; 2025Q4: 19,621 shares 19,621 $2.88M 0.34% -265 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: not reported; 2024Q4: not reported; 2025Q1: 18,380 shares; 2025Q2: not reported; 2025Q3: 16,754 shares; 2025Q4: 16,589 shares 16,589 $2.84M 0.33% -165 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,033 shares; 2024Q4: 23,873 shares; 2025Q1: 24,583 shares; 2025Q2: 24,283 shares; 2025Q3: 23,215 shares; 2025Q4: 24,515 shares 24,515 $2.75M 0.32% +1,300 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: 34,050 shares; 2024Q4: 32,050 shares; 2025Q1: 33,800 shares; 2025Q2: 33,800 shares; 2025Q3: 33,500 shares; 2025Q4: 30,400 shares 30,400 $2.66M 0.31% -3,100 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: 111,981 shares; 2024Q4: 87,243 shares; 2025Q1: 91,718 shares; 2025Q2: 88,668 shares; 2025Q3: 82,598 shares; 2025Q4: 71,938 shares 71,938 $2.65M 0.31% -10,660 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,800 shares; 2024Q4: 5,800 shares; 2025Q1: 6,500 shares; 2025Q2: 6,150 shares; 2025Q3: 12,302 shares; 2025Q4: 16,443 shares 16,443 $2.58M 0.3% +4,141 Timeline UWM 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: 53,796 shares; 2024Q4: 45,199 shares; 2025Q1: 51,599 shares; 2025Q2: 53,700 shares; 2025Q3: 51,102 shares; 2025Q4: 51,104 shares 51,104 $2.4M 0.28% +2 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,606 shares; 2024Q4: 37,271 shares; 2025Q1: 38,296 shares; 2025Q2: 37,684 shares; 2025Q3: 32,244 shares; 2025Q4: 31,579 shares 31,579 $2.33M 0.27% -665 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: 15,653 shares; 2024Q4: 14,978 shares; 2025Q1: 15,392 shares; 2025Q2: 15,637 shares; 2025Q3: 15,277 shares; 2025Q4: 14,317 shares 14,317 $2.22M 0.26% -960 Timeline HP HELMERICH & PAYNE INC More: the full row for HELMERICH & PAYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,225 shares; 2024Q4: 80,630 shares; 2025Q1: 88,017 shares; 2025Q2: 92,004 shares; 2025Q3: 90,906 shares; 2025Q4: 76,259 shares 76,259 $2.19M 0.26% -14,647 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,674 shares; 2024Q4: 32,099 shares; 2025Q1: 34,859 shares; 2025Q2: 35,589 shares; 2025Q3: 35,514 shares; 2025Q4: 34,794 shares 34,794 $2.03M 0.24% -720 Timeline KRE 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: 29,019 shares; 2024Q4: 23,523 shares; 2025Q1: 28,877 shares; 2025Q2: 29,031 shares; 2025Q3: 29,035 shares; 2025Q4: 29,114 shares 29,114 $1.89M 0.22% +79 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: 6,281 shares; 2024Q4: 5,614 shares; 2025Q1: 5,804 shares; 2025Q2: 5,833 shares; 2025Q3: 5,798 shares; 2025Q4: 5,723 shares 5,723 $1.84M 0.22% -75 Timeline TMF DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,700 shares; 2024Q4: 26,400 shares; 2025Q1: 48,400 shares; 2025Q2: not reported; 2025Q3: 55,200 shares; 2025Q4: 49,200 shares 49,200 $1.84M 0.22% -6,000 Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,590 shares; 2024Q4: 22,290 shares; 2025Q1: 22,490 shares; 2025Q2: 21,990 shares; 2025Q3: 20,890 shares; 2025Q4: 20,890 shares 20,890 $1.82M 0.21% 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: 5,824 shares; 2024Q4: 5,924 shares; 2025Q1: 5,924 shares; 2025Q2: 6,009 shares; 2025Q3: 6,009 shares; 2025Q4: 5,905 shares 5,905 $1.8M 0.21% -104 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: 2,127 shares; 2024Q4: 2,127 shares; 2025Q1: 2,442 shares; 2025Q2: 2,542 shares; 2025Q3: 2,575 shares; 2025Q4: 2,537 shares 2,537 $1.73M 0.2% -38 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: 13,161 shares; 2024Q4: 13,373 shares; 2025Q1: 13,954 shares; 2025Q2: 14,947 shares; 2025Q3: 14,567 shares; 2025Q4: 14,572 shares 14,572 $1.71M 0.2% +5 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: 6,000 shares; 2024Q4: 4,750 shares; 2025Q1: 5,850 shares; 2025Q2: 5,850 shares; 2025Q3: 5,850 shares; 2025Q4: 5,850 shares 5,850 $1.67M 0.2% 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: 3,370 shares; 2024Q4: 3,410 shares; 2025Q1: 3,473 shares; 2025Q2: 3,530 shares; 2025Q3: 3,476 shares; 2025Q4: 3,412 shares 3,412 $1.53M 0.18% -64 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: 46,416 shares; 2024Q4: 39,169 shares; 2025Q1: 39,111 shares; 2025Q2: 39,383 shares; 2025Q3: 37,773 shares; 2025Q4: 36,948 shares 36,948 $1.5M 0.18% -825 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: 61,893 shares; 2024Q4: 61,140 shares; 2025Q1: 53,225 shares; 2025Q2: 48,266 shares; 2025Q3: 31,673 shares; 2025Q4: 30,476 shares 30,476 $1.5M 0.18% -1,197 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,498 shares; 2024Q4: 2,423 shares; 2025Q1: 2,423 shares; 2025Q2: 2,423 shares; 2025Q3: 2,423 shares; 2025Q4: 2,406 shares 2,406 $1.5M 0.18% -17 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: 24,371 shares; 2024Q4: 24,094 shares; 2025Q1: 26,514 shares; 2025Q2: 25,219 shares; 2025Q3: 25,119 shares; 2025Q4: 24,969 shares 24,969 $1.46M 0.17% -150 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: 5,781 shares; 2024Q4: 5,672 shares; 2025Q1: 4,538 shares; 2025Q2: 4,615 shares; 2025Q3: 4,163 shares; 2025Q4: 4,088 shares 4,088 $1.41M 0.17% -75 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,301 shares; 2024Q4: 21,201 shares; 2025Q1: 20,051 shares; 2025Q2: 19,851 shares; 2025Q3: 19,951 shares; 2025Q4: 19,951 shares 19,951 $1.38M 0.16% 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: 3,016 shares; 2024Q4: 2,998 shares; 2025Q1: 2,715 shares; 2025Q2: 2,670 shares; 2025Q3: 2,470 shares; 2025Q4: 2,420 shares 2,420 $1.38M 0.16% -50 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: 7,916 shares; 2024Q4: 8,379 shares; 2025Q1: 8,444 shares; 2025Q2: 9,212 shares; 2025Q3: 9,182 shares; 2025Q4: 9,016 shares 9,016 $1.37M 0.16% -166 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: not reported; 2024Q4: 6,650 shares; 2025Q1: 7,330 shares; 2025Q2: 10,695 shares; 2025Q3: 10,695 shares; 2025Q4: 15,395 shares 15,395 $1.34M 0.16% +4,700 Timeline KLIC KULICKE & SOFFA INDS INC More: the full row for KULICKE & SOFFA INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,790 shares; 2024Q4: 33,490 shares; 2025Q1: 34,690 shares; 2025Q2: 33,990 shares; 2025Q3: 29,440 shares; 2025Q4: 28,340 shares 28,340 $1.29M 0.15% -1,100 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,790 shares; 2024Q4: 9,790 shares; 2025Q1: 9,790 shares; 2025Q2: 9,115 shares; 2025Q3: 8,515 shares; 2025Q4: 8,515 shares 8,515 $1.27M 0.15% 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: 1,102 shares; 2024Q4: 1,420 shares; 2025Q1: 1,420 shares; 2025Q2: 2,502 shares; 2025Q3: 2,502 shares; 2025Q4: 2,502 shares 2,502 $1.26M 0.15% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,090 shares; 2024Q4: 7,665 shares; 2025Q1: 8,090 shares; 2025Q2: 8,090 shares; 2025Q3: 7,740 shares; 2025Q4: 7,740 shares 7,740 $1.2M 0.14% 0 Timeline TWI TITAN INTL INC ILL More: the full row for TITAN INTL INC ILL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,603 shares; 2024Q4: 143,878 shares; 2025Q1: 154,853 shares; 2025Q2: 160,628 shares; 2025Q3: 156,748 shares; 2025Q4: 151,948 shares 151,948 $1.19M 0.14% -4,800 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: 31,337 shares; 2024Q4: 27,068 shares; 2025Q1: 26,974 shares; 2025Q2: 25,453 shares; 2025Q3: 21,814 shares; 2025Q4: 18,624 shares 18,624 $1.19M 0.14% -3,190 Timeline FXI 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: 24,567 shares; 2024Q4: 27,288 shares; 2025Q1: 29,638 shares; 2025Q2: 30,156 shares; 2025Q3: 30,156 shares; 2025Q4: 30,019 shares 30,019 $1.15M 0.14% -137 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,510 shares; 2024Q4: 2,535 shares; 2025Q1: 2,535 shares; 2025Q2: 2,535 shares; 2025Q3: 2,335 shares; 2025Q4: 2,335 shares 2,335 $1.1M 0.13% 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: 9,675 shares; 2024Q4: 8,725 shares; 2025Q1: 9,625 shares; 2025Q2: 9,625 shares; 2025Q3: 9,625 shares; 2025Q4: 9,625 shares 9,625 $1.05M 0.12% 0 Timeline RACE FERRARI N V More: the full row for FERRARI 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,811 shares 2,811 $1.05M 0.12% new 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: 3,847 shares; 2024Q4: 3,797 shares; 2025Q1: 3,797 shares; 2025Q2: 3,767 shares; 2025Q3: 3,602 shares; 2025Q4: 3,517 shares 3,517 $1.04M 0.12% -85 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: 13,430 shares; 2024Q4: 11,918 shares; 2025Q1: 11,518 shares; 2025Q2: 11,300 shares; 2025Q3: 11,300 shares; 2025Q4: 23,199 shares 23,199 $1.04M 0.12% +11,899 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: 8,257 shares; 2024Q4: 8,157 shares; 2025Q1: 10,146 shares; 2025Q2: 10,515 shares; 2025Q3: 10,515 shares; 2025Q4: 6,015 shares 6,015 $1.03M 0.12% -4,500 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,205 shares; 2024Q4: 4,205 shares; 2025Q1: 4,205 shares; 2025Q2: 4,205 shares; 2025Q3: 4,105 shares; 2025Q4: 4,005 shares 4,005 $1.02M 0.12% -100 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,875 shares; 2024Q4: 10,450 shares; 2025Q1: 11,525 shares; 2025Q2: 12,382 shares; 2025Q3: 12,175 shares; 2025Q4: 11,575 shares 11,575 $1.01M 0.12% -600 Timeline TAFL AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,000 shares; 2025Q1: 14,000 shares; 2025Q2: 25,000 shares; 2025Q3: 33,000 shares; 2025Q4: 40,000 shares 40,000 $1000K 0.12% +7,000 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: 17,783 shares; 2024Q4: 17,183 shares; 2025Q1: 17,083 shares; 2025Q2: 16,708 shares; 2025Q3: 15,241 shares; 2025Q4: 15,241 shares 15,241 $952K 0.11% 0 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: 41,269 shares; 2024Q4: 45,369 shares; 2025Q1: 44,884 shares; 2025Q2: 44,884 shares; 2025Q3: 38,834 shares; 2025Q4: 38,834 shares 38,834 $933K 0.11% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,800 shares; 2024Q4: 1,650 shares; 2025Q1: 1,752 shares; 2025Q2: 1,827 shares; 2025Q3: 1,927 shares; 2025Q4: 1,957 shares 1,957 $917K 0.11% +30 Timeline TAFM AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,464 shares; 2025Q1: 23,464 shares; 2025Q2: 23,464 shares; 2025Q3: 26,464 shares; 2025Q4: 35,464 shares 35,464 $901K 0.11% +9,000 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: 3,444 shares; 2024Q4: 3,357 shares; 2025Q1: 3,354 shares; 2025Q2: 3,313 shares; 2025Q3: 3,163 shares; 2025Q4: 2,908 shares 2,908 $896K 0.11% -255 Timeline IYT 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: 12,544 shares; 2024Q4: 12,544 shares; 2025Q1: 12,344 shares; 2025Q2: 12,344 shares; 2025Q3: 11,592 shares; 2025Q4: 11,592 shares 11,592 $864K 0.1% 0 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: 17,980 shares; 2024Q4: 17,395 shares; 2025Q1: 18,040 shares; 2025Q2: 17,782 shares; 2025Q3: 4,260 shares; 2025Q4: 4,148 shares 4,148 $858K 0.1% -112 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: 745 shares; 2024Q4: 642 shares; 2025Q1: 682 shares; 2025Q2: 771 shares; 2025Q3: 784 shares; 2025Q4: 784 shares 784 $843K 0.1% 0 Timeline UYG 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: 9,655 shares; 2024Q4: 9,555 shares; 2025Q1: 9,455 shares; 2025Q2: 9,455 shares; 2025Q3: 9,355 shares; 2025Q4: 8,855 shares 8,855 $813K 0.1% -500 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: 9,544 shares; 2024Q4: 9,544 shares; 2025Q1: 4,611 shares; 2025Q2: 4,961 shares; 2025Q3: 4,461 shares; 2025Q4: 7,986 shares 7,986 $806K 0.09% +3,525 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,327 shares; 2024Q4: 3,203 shares; 2025Q1: 6,187 shares; 2025Q2: 6,038 shares; 2025Q3: 6,038 shares; 2025Q4: 6,038 shares 6,038 $760K 0.09% 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: 3,000 shares; 2025Q1: not reported; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares 3,000 $702K 0.08% 0 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB 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: 10,030 shares; 2025Q4: 10,030 shares 10,030 $700K 0.08% 0 Timeline CHAU DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,600 shares; 2025Q1: 37,200 shares; 2025Q2: 41,700 shares; 2025Q3: 32,450 shares; 2025Q4: 32,450 shares 32,450 $682K 0.08% 0 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 625 shares; 2024Q4: 625 shares; 2025Q1: 860 shares; 2025Q2: not reported; 2025Q3: 1,100 shares; 2025Q4: 1,075 shares 1,075 $660K 0.08% -25 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: 2,390 shares; 2024Q4: 2,357 shares; 2025Q1: 2,352 shares; 2025Q2: 2,452 shares; 2025Q3: 2,052 shares; 2025Q4: 2,014 shares 2,014 $659K 0.08% -38 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,425 shares; 2024Q4: not reported; 2025Q1: 3,705 shares; 2025Q2: 5,280 shares; 2025Q3: 5,280 shares; 2025Q4: 4,930 shares 4,930 $644K 0.08% -350 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,800 shares; 2024Q4: 37,800 shares; 2025Q1: 18,800 shares; 2025Q2: 18,800 shares; 2025Q3: 18,800 shares; 2025Q4: 17,800 shares 17,800 $632K 0.07% -1,000 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: 935 shares; 2024Q4: not reported; 2025Q1: 1,355 shares; 2025Q2: 1,355 shares; 2025Q3: 2,145 shares; 2025Q4: 2,145 shares 2,145 $630K 0.07% 0 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: 4,402 shares; 2024Q4: 4,359 shares; 2025Q1: 4,359 shares; 2025Q2: 4,359 shares; 2025Q3: 4,348 shares; 2025Q4: 4,319 shares 4,319 $620K 0.07% -29 Timeline CBRL CRACKER BARREL OLD CTRY STOR More: the full row for CRACKER BARREL OLD CTRY STOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,888 shares; 2024Q4: 18,567 shares; 2025Q1: 28,442 shares; 2025Q2: 29,642 shares; 2025Q3: 28,459 shares; 2025Q4: 24,165 shares 24,165 $614K 0.07% -4,294 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: 12,021 shares; 2024Q4: 14,696 shares; 2025Q1: 15,196 shares; 2025Q2: 17,956 shares; 2025Q3: 18,056 shares; 2025Q4: 15,856 shares 15,856 $609K 0.07% -2,200 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: 1,275 shares; 2024Q4: 1,275 shares; 2025Q1: 1,375 shares; 2025Q2: 1,265 shares; 2025Q3: 1,265 shares; 2025Q4: 1,265 shares 1,265 $589K 0.07% 0 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,721 shares; 2025Q4: 1,718 shares 1,718 $576K 0.07% -3 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD 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: 36,412 shares 36,412 $546K 0.06% new Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,485 shares; 2024Q4: 3,485 shares; 2025Q1: 3,085 shares; 2025Q2: 2,785 shares; 2025Q3: 2,935 shares; 2025Q4: 2,935 shares 2,935 $545K 0.06% 0 Timeline RSP 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: 2,815 shares; 2024Q4: 2,816 shares; 2025Q1: 2,816 shares; 2025Q2: 2,816 shares; 2025Q3: 2,816 shares; 2025Q4: 2,816 shares 2,816 $539K 0.06% 0 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,060 shares; 2024Q4: 9,060 shares; 2025Q1: 9,060 shares; 2025Q2: 9,060 shares; 2025Q3: 8,860 shares; 2025Q4: 8,860 shares 8,860 $535K 0.06% 0 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,095 shares; 2024Q4: 3,595 shares; 2025Q1: 3,490 shares; 2025Q2: 3,910 shares; 2025Q3: 3,870 shares; 2025Q4: 3,730 shares 3,730 $532K 0.06% -140 Timeline DLB DOLBY LABORATORIES INC More: the full row for DOLBY LABORATORIES 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: 8,245 shares 8,245 $529K 0.06% new Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,090 shares; 2024Q4: 2,090 shares; 2025Q1: 2,090 shares; 2025Q2: 2,090 shares; 2025Q3: 2,090 shares; 2025Q4: 2,090 shares 2,090 $527K 0.06% 0 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: 3,055 shares; 2024Q4: 3,055 shares; 2025Q1: 3,055 shares; 2025Q2: 3,055 shares; 2025Q3: 3,055 shares; 2025Q4: 3,055 shares 3,055 $498K 0.06% 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: 6,000 shares; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares 6,000 $474K 0.06% 0 Timeline TNA DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,220 shares; 2024Q4: 6,220 shares; 2025Q1: 16,470 shares; 2025Q2: 21,470 shares; 2025Q3: 10,820 shares; 2025Q4: 10,120 shares 10,120 $461K 0.05% -700 Timeline PNFP PINNACLE FINANCIAL PARTNERS More: the full row for PINNACLE FINANCIAL PARTNERS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,286 shares; 2024Q4: 6,286 shares; 2025Q1: 6,259 shares; 2025Q2: 6,259 shares; 2025Q3: 6,259 shares; 2025Q4: 4,759 shares 4,759 $454K 0.05% -1,500 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,672 shares; 2024Q4: 5,672 shares; 2025Q1: 5,672 shares; 2025Q2: 5,672 shares; 2025Q3: 5,625 shares; 2025Q4: 5,625 shares 5,625 $447K 0.05% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,055 shares; 2024Q4: 11,355 shares; 2025Q1: 12,195 shares; 2025Q2: 12,840 shares; 2025Q3: 12,840 shares; 2025Q4: 12,840 shares 12,840 $446K 0.05% 0 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: not reported; 2024Q4: 751 shares; 2025Q1: 800 shares; 2025Q2: 766 shares; 2025Q3: 742 shares; 2025Q4: 679 shares 679 $444K 0.05% -63 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,400 shares; 2024Q4: 2,400 shares; 2025Q1: 2,250 shares; 2025Q2: 2,225 shares; 2025Q3: 2,125 shares; 2025Q4: 2,125 shares 2,125 $436K 0.05% 0 Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS 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: 755 shares; 2025Q2: 755 shares; 2025Q3: 755 shares; 2025Q4: 755 shares 755 $435K 0.05% 0 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: 4,081 shares; 2024Q4: 4,121 shares; 2025Q1: 4,121 shares; 2025Q2: 4,021 shares; 2025Q3: 4,021 shares; 2025Q4: 4,100 shares 4,100 $432K 0.05% +79 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,090 shares; 2024Q4: 1,090 shares; 2025Q1: 1,080 shares; 2025Q2: 1,105 shares; 2025Q3: 1,105 shares; 2025Q4: 1,105 shares 1,105 $430K 0.05% 0 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: 7,859 shares; 2024Q4: 7,759 shares; 2025Q1: 7,859 shares; 2025Q2: 7,459 shares; 2025Q3: 7,459 shares; 2025Q4: 7,459 shares 7,459 $429K 0.05% 0 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: 18,694 shares; 2024Q4: 16,294 shares; 2025Q1: 18,294 shares; 2025Q2: 18,044 shares; 2025Q3: 17,944 shares; 2025Q4: 17,944 shares 17,944 $429K 0.05% 0 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,250 shares; 2024Q4: 5,250 shares; 2025Q1: 5,150 shares; 2025Q2: 5,150 shares; 2025Q3: 5,150 shares; 2025Q4: 5,150 shares 5,150 $421K 0.05% 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: 4,497 shares; 2024Q4: 5,038 shares; 2025Q1: 5,038 shares; 2025Q2: 5,038 shares; 2025Q3: 5,038 shares; 2025Q4: 4,805 shares 4,805 $419K 0.05% -233 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: 2,375 shares; 2024Q4: 2,255 shares; 2025Q1: 2,231 shares; 2025Q2: 2,301 shares; 2025Q3: 2,226 shares; 2025Q4: 1,926 shares 1,926 $418K 0.05% -300 Timeline XSORX SOURCE CAPITAL More: the full row for SOURCE CAPITAL 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: 10,018 shares; 2025Q4: 9,000 shares 9,000 $412K 0.05% -1,018 Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,880 shares; 2024Q4: 5,681 shares; 2025Q1: 5,632 shares; 2025Q2: 5,433 shares; 2025Q3: 5,234 shares; 2025Q4: 5,235 shares 5,235 $407K 0.05% +1 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: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares 1,200 $404K 0.05% 0 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,342 shares; 2024Q4: 2,342 shares; 2025Q1: 2,342 shares; 2025Q2: 2,342 shares; 2025Q3: 2,342 shares; 2025Q4: 2,342 shares 2,342 $382K 0.04% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,217 shares; 2025Q3: 4,958 shares; 2025Q4: 4,958 shares 4,958 $376K 0.04% 0 Timeline VALU VALUE LINE INC More: the full row for VALUE LINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,274 shares; 2024Q4: 11,274 shares; 2025Q1: 10,774 shares; 2025Q2: 9,874 shares; 2025Q3: 9,274 shares; 2025Q4: 9,774 shares 9,774 $376K 0.04% +500 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: 1,329 shares; 2024Q4: not reported; 2025Q1: 1,054 shares; 2025Q2: 2,079 shares; 2025Q3: 1,625 shares; 2025Q4: 1,625 shares 1,625 $371K 0.04% 0 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,350 shares; 2025Q2: not reported; 2025Q3: 2,825 shares; 2025Q4: 2,825 shares 2,825 $370K 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,950 shares 4,950 $367K 0.04% new Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,524 shares; 2024Q4: 5,724 shares; 2025Q1: 5,664 shares; 2025Q2: 5,814 shares; 2025Q3: 4,639 shares; 2025Q4: 4,876 shares 4,876 $363K 0.04% +237 Timeline CART MAPLEBEAR INC More: the full row for MAPLEBEAR 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: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 8,000 shares 8,000 $360K 0.04% -2,000 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 925 shares; 2024Q4: 925 shares; 2025Q1: 925 shares; 2025Q2: 825 shares; 2025Q3: 825 shares; 2025Q4: 825 shares 825 $348K 0.04% 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: 7,656 shares; 2024Q4: 7,656 shares; 2025Q1: 7,656 shares; 2025Q2: 7,210 shares; 2025Q3: 6,710 shares; 2025Q4: 5,495 shares 5,495 $340K 0.04% -1,215 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,091 shares; 2024Q4: 16,591 shares; 2025Q1: 17,107 shares; 2025Q2: 16,557 shares; 2025Q3: 16,007 shares; 2025Q4: 15,007 shares 15,007 $334K 0.04% -1,000 Timeline OLLI OLLIES BARGAIN OUTLET HLDGS More: the full row for OLLIES BARGAIN OUTLET HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,050 shares; 2024Q4: 3,050 shares; 2025Q1: 3,050 shares; 2025Q2: 3,050 shares; 2025Q3: 3,050 shares; 2025Q4: 3,050 shares 3,050 $334K 0.04% 0 Timeline FISV FISERV INC More: the full row for FISERV 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: 4,805 shares 4,805 $323K 0.04% new 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: 7,873 shares; 2024Q4: 7,304 shares; 2025Q1: 7,527 shares; 2025Q2: 6,684 shares; 2025Q3: 6,684 shares; 2025Q4: 6,684 shares 6,684 $320K 0.04% 0 Timeline LPX LOUISIANA PAC CORP More: the full row for LOUISIANA PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,800 shares; 2024Q4: 3,800 shares; 2025Q1: 3,800 shares; 2025Q2: 3,800 shares; 2025Q3: 3,800 shares; 2025Q4: 3,800 shares 3,800 $307K 0.04% 0 Timeline TBT 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: 8,850 shares; 2024Q4: 8,850 shares; 2025Q1: 8,600 shares; 2025Q2: 8,600 shares; 2025Q3: 8,600 shares; 2025Q4: 8,600 shares 8,600 $300K 0.04% 0 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 862 shares; 2025Q4: 862 shares 862 $298K 0.04% 0 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: 700 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 450 shares 450 $298K 0.04% -250 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: 2,106 shares; 2024Q4: 1,981 shares; 2025Q1: 1,981 shares; 2025Q2: 2,901 shares; 2025Q3: 2,376 shares; 2025Q4: 2,376 shares 2,376 $298K 0.04% 0 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS 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: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares 1,500 $292K 0.03% 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: 11,286 shares; 2024Q4: 11,286 shares; 2025Q1: 11,286 shares; 2025Q2: 7,926 shares; 2025Q3: 7,926 shares; 2025Q4: 7,926 shares 7,926 $287K 0.03% 0 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,425 shares; 2024Q4: 5,125 shares; 2025Q1: 4,625 shares; 2025Q2: 4,625 shares; 2025Q3: 4,325 shares; 2025Q4: 3,325 shares 3,325 $283K 0.03% -1,000 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: not reported; 2024Q4: 394 shares; 2025Q1: 494 shares; 2025Q2: 494 shares; 2025Q3: 494 shares; 2025Q4: 494 shares 494 $282K 0.03% 0 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: not reported; 2024Q4: 2,949 shares; 2025Q1: 2,949 shares; 2025Q2: 3,107 shares; 2025Q3: 3,107 shares; 2025Q4: 3,107 shares 3,107 $278K 0.03% 0 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: 2,417 shares; 2024Q4: 2,190 shares; 2025Q1: 2,190 shares; 2025Q2: 2,210 shares; 2025Q3: 1,710 shares; 2025Q4: 1,710 shares 1,710 $274K 0.03% 0 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: 5,279 shares; 2024Q4: 5,124 shares; 2025Q1: 5,124 shares; 2025Q2: 5,589 shares; 2025Q3: 5,719 shares; 2025Q4: 4,919 shares 4,919 $265K 0.03% -800 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 850 shares; 2025Q3: 1,040 shares; 2025Q4: 965 shares 965 $259K 0.03% -75 Timeline EXPO EXPONENT INC More: the full row for EXPONENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,650 shares; 2024Q4: 4,050 shares; 2025Q1: 4,050 shares; 2025Q2: 3,725 shares; 2025Q3: 3,725 shares; 2025Q4: 3,725 shares 3,725 $259K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: 2,554 shares; 2025Q2: 2,900 shares; 2025Q3: 2,638 shares; 2025Q4: 2,638 shares 2,638 $253K 0.03% 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: 5,191 shares; 2024Q4: 4,884 shares; 2025Q1: 4,884 shares; 2025Q2: 4,884 shares; 2025Q3: 4,384 shares; 2025Q4: 4,384 shares 4,384 $253K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: 2,050 shares; 2025Q2: 2,050 shares; 2025Q3: 2,050 shares; 2025Q4: 2,050 shares 2,050 $252K 0.03% 0 Timeline CFLT CONFLUENT INC-CLASS A More: the full row for CONFLUENT INC-CLASS A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,300 shares; 2025Q1: not reported; 2025Q2: 8,800 shares; 2025Q3: not reported; 2025Q4: 8,300 shares 8,300 $251K 0.03% new 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: 13,394 shares; 2024Q4: 12,243 shares; 2025Q1: 12,093 shares; 2025Q2: 10,640 shares; 2025Q3: 9,847 shares; 2025Q4: 10,097 shares 10,097 $251K 0.03% +250 Timeline MORN MORNINGSTAR INC More: the full row for MORNINGSTAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,150 shares; 2024Q4: 1,150 shares; 2025Q1: 1,150 shares; 2025Q2: 1,150 shares; 2025Q3: 1,150 shares; 2025Q4: 1,150 shares 1,150 $250K 0.03% 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: 2,600 shares; 2024Q4: 2,600 shares; 2025Q1: 2,600 shares; 2025Q2: 2,600 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares 2,500 $248K 0.03% 0 Timeline KLAC KLA CORP More: the full row for KLA 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: 200 shares; 2025Q4: 200 shares 200 $243K 0.03% 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: not reported; 2024Q4: 900 shares; 2025Q1: not reported; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 900 shares 900 $242K 0.03% 0 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: 770 shares; 2024Q4: 1,428 shares; 2025Q1: 1,398 shares; 2025Q2: 1,317 shares; 2025Q3: 1,267 shares; 2025Q4: 1,267 shares 1,267 $242K 0.03% 0 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,352 shares; 2024Q4: 1,077 shares; 2025Q1: 1,077 shares; 2025Q2: 1,077 shares; 2025Q3: 1,077 shares; 2025Q4: 1,077 shares 1,077 $240K 0.03% 0 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC 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: not reported; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $234K 0.03% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: not reported; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares 1,500 $231K 0.03% 0 Timeline EDV 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,500 shares; 2025Q3: 3,500 shares; 2025Q4: 3,500 shares 3,500 $228K 0.03% 0 Timeline BKSY BLACKSKY TECHNOLOGY INC More: the full row for BLACKSKY TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares 12,000 $225K 0.03% 0 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: 30,349 shares; 2024Q4: 23,653 shares; 2025Q1: 14,423 shares; 2025Q2: 13,122 shares; 2025Q3: 11,472 shares; 2025Q4: 8,872 shares 8,872 $221K 0.03% -2,600 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: 2,478 shares; 2024Q4: 2,478 shares; 2025Q1: 2,478 shares; 2025Q2: 2,478 shares; 2025Q3: 1,438 shares; 2025Q4: 1,438 shares 1,438 $221K 0.03% 0 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,521 shares; 2024Q4: 4,350 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,159 shares 1,159 $214K 0.03% new Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 276 shares; 2024Q4: 446 shares; 2025Q1: 771 shares; 2025Q2: 865 shares; 2025Q3: 865 shares; 2025Q4: 865 shares 865 $213K 0.03% 0 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP 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: 3,600 shares; 2025Q4: 3,600 shares 3,600 $213K 0.03% 0 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: 238 shares; 2024Q4: not reported; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 2,100 shares; 2025Q4: 2,100 shares 2,100 $210K 0.02% 0 Timeline QLD 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: 45 shares; 2024Q4: 45 shares; 2025Q1: 45 shares; 2025Q2: 1,890 shares; 2025Q3: 1,755 shares; 2025Q4: 2,900 shares 2,900 $204K 0.02% +1,145 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 749 shares 749 $203K 0.02% new Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 315 shares; 2024Q4: 315 shares; 2025Q1: 315 shares; 2025Q2: 288 shares; 2025Q3: not reported; 2025Q4: 290 shares 290 $199K 0.02% new Timeline FDMO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,360 shares; 2025Q1: 2,360 shares; 2025Q2: 2,360 shares; 2025Q3: not reported; 2025Q4: 2,360 shares 2,360 $198K 0.02% new Timeline FQAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,570 shares; 2025Q1: 2,570 shares; 2025Q2: 2,570 shares; 2025Q3: not reported; 2025Q4: 2,570 shares 2,570 $194K 0.02% new Timeline ESRT EMPIRE ST RLTY TR INC More: the full row for EMPIRE ST RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,800 shares; 2024Q4: not reported; 2025Q1: 21,800 shares; 2025Q2: 27,825 shares; 2025Q3: 32,440 shares; 2025Q4: 29,740 shares 29,740 $194K 0.02% -2,700 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: not reported; 2024Q4: 768 shares; 2025Q1: 1,766 shares; 2025Q2: 1,766 shares; 2025Q3: not reported; 2025Q4: 1,766 shares 1,766 $180K 0.02% new 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: 2,312 shares; 2024Q4: 1,962 shares; 2025Q1: 2,912 shares; 2025Q2: 2,912 shares; 2025Q3: not reported; 2025Q4: 2,162 shares 2,162 $174K 0.02% new Timeline FVAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,230 shares; 2025Q1: 2,230 shares; 2025Q2: 2,230 shares; 2025Q3: not reported; 2025Q4: 2,230 shares 2,230 $161K 0.02% new Timeline JCPB 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,400 shares 3,400 $161K 0.02% new 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: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 350 shares; 2025Q3: not reported; 2025Q4: 329 shares 329 $156K 0.02% new 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: 1,114 shares; 2024Q4: 1,114 shares; 2025Q1: 1,114 shares; 2025Q2: 1,598 shares; 2025Q3: not reported; 2025Q4: 1,598 shares 1,598 $154K 0.02% new Timeline UBT 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,000 shares 9,000 $149K 0.02% new 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: 180 shares; 2024Q4: 183 shares; 2025Q1: 180 shares; 2025Q2: 180 shares; 2025Q3: not reported; 2025Q4: 235 shares 235 $147K 0.02% new 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: 1,578 shares; 2024Q4: 1,408 shares; 2025Q1: 1,152 shares; 2025Q2: 1,152 shares; 2025Q3: not reported; 2025Q4: 1,034 shares 1,034 $146K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,614 shares; 2025Q3: not reported; 2025Q4: 10,642 shares 10,642 $140K 0.02% new Timeline QUAL 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: 751 shares; 2025Q1: 679 shares; 2025Q2: 679 shares; 2025Q3: not reported; 2025Q4: 679 shares 679 $135K 0.02% new 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: 298 shares; 2024Q4: 298 shares; 2025Q1: 298 shares; 2025Q2: 298 shares; 2025Q3: not reported; 2025Q4: 251 shares 251 $122K 0.01% new Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,550 shares; 2024Q4: 29,550 shares; 2025Q1: 29,550 shares; 2025Q2: 29,550 shares; 2025Q3: not reported; 2025Q4: 29,550 shares 29,550 $122K 0.01% new Timeline IJH 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: 785 shares; 2024Q4: 1,700 shares; 2025Q1: 1,700 shares; 2025Q2: 1,700 shares; 2025Q3: not reported; 2025Q4: 1,700 shares 1,700 $112K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,207 shares 2,207 $112K 0.01% new 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: 100 shares; 2024Q4: 100 shares; 2025Q1: 475 shares; 2025Q2: 475 shares; 2025Q3: not reported; 2025Q4: 475 shares 475 $99.9K 0.01% new 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: 1,221 shares; 2024Q4: 1,221 shares; 2025Q1: 1,221 shares; 2025Q2: 1,221 shares; 2025Q3: not reported; 2025Q4: 1,200 shares 1,200 $93.2K 0.01% new Timeline SWZ TOTAL RETURN SECURITIES FUND More: the full row for TOTAL RETURN SECURITIES FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,961 shares; 2024Q4: 14,961 shares; 2025Q1: 14,961 shares; 2025Q2: 14,961 shares; 2025Q3: not reported; 2025Q4: 14,961 shares 14,961 $93.1K 0.01% new Timeline BB BLACKBERRY LTD More: the full row for BLACKBERRY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,585 shares; 2024Q4: 27,915 shares; 2025Q1: 27,415 shares; 2025Q2: 26,115 shares; 2025Q3: not reported; 2025Q4: 24,465 shares 24,465 $92.7K 0.01% new 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: 1,961 shares; 2024Q4: 1,425 shares; 2025Q1: 1,425 shares; 2025Q2: 1,425 shares; 2025Q3: not reported; 2025Q4: 1,425 shares 1,425 $86.5K 0.01% new Timeline IVW 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: 612 shares; 2024Q4: 612 shares; 2025Q1: 612 shares; 2025Q2: 612 shares; 2025Q3: not reported; 2025Q4: 612 shares 612 $75.4K 0.01% new Timeline IGV 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: 125 shares; 2025Q2: 705 shares; 2025Q3: not reported; 2025Q4: 705 shares 705 $74.5K 0.01% new Timeline SUB 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: 659 shares; 2025Q1: 659 shares; 2025Q2: 659 shares; 2025Q3: not reported; 2025Q4: 659 shares 659 $70.3K 0.01% new Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,497 shares; 2024Q4: 21,847 shares; 2025Q1: 24,247 shares; 2025Q2: 24,247 shares; 2025Q3: not reported; 2025Q4: 10,747 shares 10,747 $69.5K 0.01% new Timeline IXN 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: 575 shares; 2024Q4: 575 shares; 2025Q1: 575 shares; 2025Q2: 575 shares; 2025Q3: not reported; 2025Q4: 575 shares 575 $60.4K 0.01% new Timeline IJR 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: 552 shares; 2024Q4: 496 shares; 2025Q1: 496 shares; 2025Q2: 496 shares; 2025Q3: not reported; 2025Q4: 496 shares 496 $59.6K 0.01% new 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: not reported; 2024Q4: 370 shares; 2025Q1: 370 shares; 2025Q2: 370 shares; 2025Q3: not reported; 2025Q4: 370 shares 370 $51.5K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 342 shares; 2025Q3: not reported; 2025Q4: 342 shares 342 $50.9K 0.01% new 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: 650 shares; 2024Q4: 875 shares; 2025Q1: 875 shares; 2025Q2: 875 shares; 2025Q3: not reported; 2025Q4: 875 shares 875 $47.9K 0.01% new 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: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: not reported; 2025Q4: 400 shares 400 $47.8K 0.01% new Timeline PDP 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: 467 shares; 2024Q4: 392 shares; 2025Q1: 392 shares; 2025Q2: 392 shares; 2025Q3: not reported; 2025Q4: 392 shares 392 $45.6K 0.01% new Timeline EXI 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: 247 shares; 2025Q1: 247 shares; 2025Q2: 247 shares; 2025Q3: not reported; 2025Q4: 247 shares 247 $43.3K 0.01% new Timeline IXJ 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: 433 shares; 2025Q1: 433 shares; 2025Q2: 433 shares; 2025Q3: not reported; 2025Q4: 433 shares 433 $42.2K <0.01% new Timeline IJK 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: 392 shares; 2024Q4: 392 shares; 2025Q1: 392 shares; 2025Q2: 410 shares; 2025Q3: not reported; 2025Q4: 410 shares 410 $39.7K <0.01% new Timeline POWW OUTDOOR HOLDING CO More: the full row for OUTDOOR HOLDING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,600 shares; 2024Q4: 20,100 shares; 2025Q1: 22,100 shares; 2025Q2: 22,100 shares; 2025Q3: not reported; 2025Q4: 22,100 shares 22,100 $37.8K <0.01% new Timeline EMB 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: 264 shares; 2025Q1: 264 shares; 2025Q2: 390 shares; 2025Q3: not reported; 2025Q4: 390 shares 390 $37.5K <0.01% new 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: 125 shares; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 125 shares; 2025Q3: not reported; 2025Q4: 250 shares 250 $36K <0.01% new Timeline IJJ 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: 266 shares; 2024Q4: 266 shares; 2025Q1: 266 shares; 2025Q2: 266 shares; 2025Q3: not reported; 2025Q4: 266 shares 266 $35K <0.01% new Timeline BBCA 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 345 shares 345 $32.1K <0.01% new 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: 266 shares; 2024Q4: 266 shares; 2025Q1: 266 shares; 2025Q2: 266 shares; 2025Q3: not reported; 2025Q4: 325 shares 325 $31.2K <0.01% new Timeline IJS 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: 268 shares; 2024Q4: 268 shares; 2025Q1: 268 shares; 2025Q2: 268 shares; 2025Q3: not reported; 2025Q4: 268 shares 268 $30.5K <0.01% new Timeline IXUS 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: 341 shares; 2025Q1: 341 shares; 2025Q2: 300 shares; 2025Q3: not reported; 2025Q4: 300 shares 300 $25.4K <0.01% new 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: 204 shares; 2024Q4: 204 shares; 2025Q1: 204 shares; 2025Q2: 204 shares; 2025Q3: not reported; 2025Q4: 204 shares 204 $24.3K <0.01% new Timeline HRTX HERON THERAPEUTICS INC More: the full row for HERON THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,625 shares; 2024Q4: 14,625 shares; 2025Q1: 14,625 shares; 2025Q2: 14,625 shares; 2025Q3: not reported; 2025Q4: 18,325 shares 18,325 $23.8K <0.01% new Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 276 shares; 2024Q4: 276 shares; 2025Q1: 276 shares; 2025Q2: 276 shares; 2025Q3: not reported; 2025Q4: 552 shares 552 $23.6K <0.01% new Timeline PSL 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: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 200 shares 200 $20.1K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 350 shares 350 $20K <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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 235 shares 235 $18.5K <0.01% new Timeline BBUS 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 144 shares 144 $17.8K <0.01% new Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73 shares; 2024Q4: 615 shares; 2025Q1: 73 shares; 2025Q2: 73 shares; 2025Q3: not reported; 2025Q4: 73 shares 73 $16.4K <0.01% new 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: not reported; 2024Q4: 2 shares; 2025Q1: not reported; 2025Q2: 54 shares; 2025Q3: not reported; 2025Q4: 54 shares 54 $15.7K <0.01% new Timeline SPHQ 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: 165 shares; 2025Q2: 165 shares; 2025Q3: not reported; 2025Q4: 165 shares 165 $12.4K <0.01% new Timeline PSQH PSQ HOLDINGS INC More: the full row for PSQ HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,430 shares; 2024Q4: 11,430 shares; 2025Q1: 11,430 shares; 2025Q2: 11,430 shares; 2025Q3: not reported; 2025Q4: 11,430 shares 11,430 $11.8K <0.01% new Timeline 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: 130 shares; 2024Q4: 130 shares; 2025Q1: 130 shares; 2025Q2: 130 shares; 2025Q3: not reported; 2025Q4: 130 shares 130 $11.5K <0.01% new Timeline PFM 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: 345 shares; 2024Q4: 345 shares; 2025Q1: 345 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 200 shares 200 $10.3K <0.01% new Timeline DJD 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100 shares 100 $5.71K <0.01% new 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: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: not reported; 2025Q4: 100 shares 100 $4.75K <0.01% new Timeline BBIN 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 58 shares 58 $4.2K <0.01% new Timeline JEMA 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 38 shares 38 $1.86K <0.01% new Timeline IDV 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 39 shares 39 $1.52K <0.01% new Timeline OEF 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: not reported; 2025Q2: 4 shares; 2025Q3: not reported; 2025Q4: 4 shares 4 $1.37K <0.01% new Timeline PKB 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: 14 shares; 2024Q4: 14 shares; 2025Q1: 14 shares; 2025Q2: 14 shares; 2025Q3: not reported; 2025Q4: 14 shares 14 $1.3K <0.01% new Timeline VOT 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5 shares 5 $1.26K <0.01% new Timeline