VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 501,373 shares; 2024Q2: 481,549 shares; 2024Q3: 476,034 shares; 2024Q4: 480,751 shares; 2025Q1: 461,247 shares 461,247 $37.2M 8.01% -19,504 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 52,527 shares; 2024Q2: 56,254 shares; 2024Q3: 56,194 shares; 2024Q4: 60,502 shares; 2025Q1: 61,228 shares 61,228 $31.5M 6.77% +726 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 409,929 shares; 2024Q2: 406,874 shares; 2024Q3: 406,866 shares; 2024Q4: 405,187 shares; 2025Q1: 403,218 shares 403,218 $30.9M 6.64% -1,969 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 292,600 shares; 2024Q2: 299,681 shares; 2024Q3: 301,290 shares; 2024Q4: 788,881 shares; 2025Q1: 786,423 shares 786,423 $22M 4.73% -2,458 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 273,413 shares; 2024Q2: 272,744 shares; 2024Q3: 280,304 shares; 2024Q4: 266,484 shares; 2025Q1: 264,410 shares 264,410 $21.8M 4.69% -2,074 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 70,575 shares; 2024Q2: 64,915 shares; 2024Q3: 64,208 shares; 2024Q4: 58,898 shares; 2025Q1: 54,921 shares 54,921 $19.8M 4.27% -3,977 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 104,793 shares; 2024Q2: 95,430 shares; 2024Q3: 91,211 shares; 2024Q4: 83,930 shares; 2025Q1: 78,995 shares 78,995 $15.3M 3.3% -4,935 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 26,511 shares; 2024Q2: 25,107 shares; 2024Q3: 25,236 shares; 2024Q4: 24,088 shares; 2025Q1: 24,480 shares 24,480 $13.7M 2.95% +392 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 82,087 shares; 2024Q2: 73,891 shares; 2024Q3: 73,768 shares; 2024Q4: 67,927 shares; 2025Q1: 67,332 shares 67,332 $12.7M 2.73% -595 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 157,014 shares; 2024Q2: 175,857 shares; 2024Q3: 185,184 shares; 2024Q4: 228,554 shares; 2025Q1: 227,923 shares 227,923 $11.5M 2.48% -631 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 14,379 shares; 2024Q2: 16,976 shares; 2024Q3: 18,957 shares; 2024Q4: 20,409 shares; 2025Q1: 18,809 shares 18,809 $10M 2.15% -1,600 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 206,369 shares; 2024Q2: 186,159 shares; 2024Q3: 185,488 shares; 2024Q4: 149,185 shares; 2025Q1: 144,663 shares 144,663 $9.07M 1.95% -4,522 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 60,968 shares; 2024Q2: 59,317 shares; 2024Q3: 58,185 shares; 2024Q4: 58,009 shares; 2025Q1: 54,960 shares 54,960 $8.3M 1.79% -3,049 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 87,185 shares; 2024Q2: 81,867 shares; 2024Q3: 81,518 shares; 2024Q4: 78,582 shares; 2025Q1: 78,194 shares 78,194 $8.29M 1.78% -388 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 30,870 shares; 2024Q2: 30,319 shares; 2024Q3: 30,640 shares; 2024Q4: 31,212 shares; 2025Q1: 29,020 shares 29,020 $7.98M 1.72% -2,192 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 90,766 shares; 2024Q2: 90,577 shares; 2024Q3: 90,696 shares; 2024Q4: 58,890 shares; 2025Q1: 33,609 shares 33,609 $7.47M 1.61% -25,281 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 277,556 shares; 2024Q2: 366,789 shares; 2024Q3: 375,934 shares; 2024Q4: 433,779 shares; 2025Q1: 441,362 shares 441,362 $7.34M 1.58% +7,583 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 10,674 shares; 2024Q2: 12,049 shares; 2024Q3: 11,971 shares; 2024Q4: 11,948 shares; 2025Q1: 12,537 shares 12,537 $7.04M 1.52% +589 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 36,856 shares; 2024Q2: 36,882 shares; 2024Q3: 36,845 shares; 2024Q4: 36,307 shares; 2025Q1: 36,625 shares 36,625 $6.97M 1.5% +318 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 157,815 shares; 2024Q2: 148,722 shares; 2024Q3: 149,039 shares; 2024Q4: 147,586 shares; 2025Q1: 143,818 shares 143,818 $6.51M 1.4% -3,768 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 30,320 shares; 2024Q2: 27,176 shares; 2024Q3: 26,694 shares; 2024Q4: 25,528 shares; 2025Q1: 23,667 shares 23,667 $6.05M 1.3% -1,861 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 105,429 shares; 2024Q2: 106,718 shares; 2024Q3: 108,905 shares; 2024Q4: 97,876 shares; 2025Q1: 94,826 shares 94,826 $4.82M 1.04% -3,050 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 9,235 shares; 2024Q2: 14,302 shares; 2024Q3: 19,283 shares; 2024Q4: 66,116 shares; 2025Q1: 69,257 shares 69,257 $4.59M 0.99% +3,141 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 59,283 shares; 2024Q2: 57,775 shares; 2024Q3: 57,651 shares; 2024Q4: 56,162 shares; 2025Q1: 54,032 shares 54,032 $4.42M 0.95% -2,130 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 31,485 shares; 2024Q2: 31,640 shares; 2024Q3: 31,741 shares; 2024Q4: 14,255 shares; 2025Q1: 11,434 shares 11,434 $4.29M 0.92% -2,821 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 7,183 shares; 2024Q2: 7,219 shares; 2024Q3: 8,881 shares; 2024Q4: 22,182 shares; 2025Q1: 24,415 shares 24,415 $4.22M 0.91% +2,233 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 84,980 shares; 2024Q2: 83,650 shares; 2024Q3: 86,566 shares; 2024Q4: 78,659 shares; 2025Q1: 77,007 shares 77,007 $4.22M 0.91% -1,652 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,345 shares; 2024Q2: 32,403 shares; 2024Q3: 36,167 shares; 2024Q4: 33,771 shares; 2025Q1: 31,481 shares 31,481 $3.41M 0.73% -2,290 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 15,530 shares; 2024Q2: 17,071 shares; 2024Q3: 16,774 shares; 2024Q4: 16,458 shares; 2025Q1: 16,577 shares 16,577 $3.31M 0.71% +119 Timeline VTWV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 22,414 shares; 2024Q2: 21,855 shares; 2024Q3: 21,017 shares; 2024Q4: 20,744 shares; 2025Q1: 20,013 shares 20,013 $2.66M 0.57% -731 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 36,845 shares; 2024Q2: 26,858 shares; 2024Q3: 26,737 shares; 2024Q4: 14,801 shares; 2025Q1: 15,181 shares 15,181 $2.63M 0.57% +380 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 66,851 shares; 2024Q2: 65,852 shares; 2024Q3: 66,988 shares; 2024Q4: 68,428 shares; 2025Q1: 66,406 shares 66,406 $2.37M 0.51% -2,022 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 123,101 shares; 2024Q2: 133,148 shares; 2024Q3: 136,923 shares; 2024Q4: 164,511 shares; 2025Q1: 167,735 shares 167,735 $2.36M 0.51% +3,224 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 30,766 shares; 2024Q2: 29,262 shares; 2024Q3: 30,600 shares; 2024Q4: 29,658 shares; 2025Q1: 18,483 shares 18,483 $2.25M 0.48% -11,175 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 56,671 shares; 2024Q2: 56,263 shares; 2024Q3: 57,855 shares; 2024Q4: 53,951 shares; 2025Q1: 55,235 shares 55,235 $2.21M 0.47% +1,284 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 18,250 shares; 2024Q2: 20,580 shares; 2024Q3: 17,028 shares; 2024Q4: 17,088 shares; 2025Q1: 16,321 shares 16,321 $2.17M 0.47% -767 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,387 shares; 2024Q2: 1,343 shares; 2024Q3: 13,344 shares; 2024Q4: 12,709 shares; 2025Q1: 12,754 shares 12,754 $2.14M 0.46% +45 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,167 shares; 2024Q2: 10,733 shares; 2024Q3: 10,771 shares; 2024Q4: 10,807 shares; 2025Q1: 10,911 shares 10,911 $2.08M 0.45% +104 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 19,893 shares; 2024Q2: 21,412 shares; 2024Q3: 21,959 shares; 2024Q4: 21,982 shares; 2025Q1: 22,002 shares 22,002 $2.04M 0.44% +20 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,220 shares; 2024Q2: 5,228 shares; 2024Q3: 5,203 shares; 2024Q4: 5,233 shares; 2025Q1: 5,259 shares 5,259 $1.95M 0.42% +26 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 43,199 shares; 2024Q2: 45,675 shares; 2024Q3: 46,660 shares; 2024Q4: 48,968 shares; 2025Q1: 54,043 shares 54,043 $1.85M 0.4% +5,075 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 15,152 shares; 2024Q2: 15,053 shares; 2024Q3: 15,106 shares; 2024Q4: 3,864 shares; 2025Q1: 3,129 shares 3,129 $1.8M 0.39% -735 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 16,527 shares; 2024Q2: 15,866 shares; 2024Q3: 15,757 shares; 2024Q4: 15,740 shares; 2025Q1: 16,405 shares 16,405 $1.72M 0.37% +665 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,058 shares; 2024Q2: 10,247 shares; 2024Q3: 10,708 shares; 2024Q4: 10,343 shares; 2025Q1: 7,907 shares 7,907 $1.66M 0.36% -2,436 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 68,345 shares; 2024Q2: 67,387 shares; 2024Q3: 73,752 shares; 2024Q4: 40,688 shares; 2025Q1: 39,590 shares 39,590 $1.65M 0.36% -1,098 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 12,852 shares; 2024Q2: 12,842 shares; 2024Q3: 12,362 shares; 2024Q4: 11,631 shares; 2025Q1: 11,627 shares 11,627 $1.63M 0.35% -4 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,161 shares; 2024Q2: 3,281 shares; 2024Q3: 3,435 shares; 2024Q4: 48,905 shares; 2025Q1: 48,772 shares 48,772 $1.57M 0.34% -133 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 30,822 shares; 2024Q2: 30,974 shares; 2024Q3: 30,739 shares; 2024Q4: 10,177 shares; 2025Q1: 9,820 shares 9,820 $1.53M 0.33% -357 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 905 shares; 2024Q2: 11,491 shares; 2024Q3: 10,546 shares; 2024Q4: 9,440 shares; 2025Q1: 9,432 shares 9,432 $1.5M 0.32% -8 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 21,524 shares; 2024Q2: 21,530 shares; 2024Q3: 19,571 shares; 2024Q4: 19,012 shares; 2025Q1: 19,055 shares 19,055 $1.49M 0.32% +43 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,129 shares; 2024Q2: 5,125 shares; 2024Q3: 5,125 shares; 2024Q4: 5,117 shares; 2025Q1: 5,124 shares 5,124 $1.48M 0.32% +7 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,280 shares; 2024Q2: 4,290 shares; 2024Q3: 4,620 shares; 2024Q4: 4,525 shares; 2025Q1: 4,651 shares 4,651 $1.43M 0.31% +126 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,252 shares; 2024Q2: 6,256 shares; 2024Q3: 6,285 shares; 2024Q4: 6,302 shares; 2025Q1: 6,062 shares 6,062 $1.34M 0.29% -240 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 18,396 shares; 2024Q2: 18,341 shares; 2024Q3: 18,279 shares; 2024Q4: 18,065 shares; 2025Q1: 18,822 shares 18,822 $1.31M 0.28% +757 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 27,539 shares; 2024Q2: 27,674 shares; 2024Q3: 27,396 shares; 2024Q4: 8,463 shares; 2025Q1: 8,102 shares 8,102 $1.25M 0.27% -361 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 18,220 shares; 2024Q2: 19,680 shares; 2024Q3: 19,463 shares; 2024Q4: 19,960 shares; 2025Q1: 20,767 shares 20,767 $1.21M 0.26% +807 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 15,339 shares; 2024Q2: 15,299 shares; 2024Q3: 15,291 shares; 2024Q4: 43,686 shares; 2025Q1: 42,646 shares 42,646 $1.13M 0.24% -1,040 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,799 shares; 2024Q2: 5,810 shares; 2024Q3: 5,891 shares; 2024Q4: 5,458 shares; 2025Q1: 4,590 shares 4,590 $1.13M 0.24% -868 Timeline GSST 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,283 shares; 2025Q1: 22,241 shares 22,241 $1.12M 0.24% +19,958 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 32,573 shares; 2024Q2: 46,012 shares; 2024Q3: 47,214 shares; 2024Q4: 47,534 shares; 2025Q1: 43,822 shares 43,822 $1.07M 0.23% -3,712 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,354 shares; 2024Q2: 2,219 shares; 2024Q3: 2,144 shares; 2024Q4: 2,076 shares; 2025Q1: 2,046 shares 2,046 $1.07M 0.23% -30 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 13,968 shares; 2024Q2: 13,331 shares; 2024Q3: 11,619 shares; 2024Q4: 11,793 shares; 2025Q1: 11,813 shares 11,813 $1.07M 0.23% +20 Timeline FNDB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 16,166 shares; 2024Q2: 15,167 shares; 2024Q3: 15,301 shares; 2024Q4: 46,120 shares; 2025Q1: 44,811 shares 44,811 $1.03M 0.22% -1,309 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,050 shares; 2024Q2: 3,861 shares; 2024Q3: 3,794 shares; 2024Q4: 3,756 shares; 2025Q1: 3,737 shares 3,737 $966K 0.21% -19 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 989 shares; 2024Q2: 990 shares; 2024Q3: 986 shares; 2024Q4: 966 shares; 2025Q1: 1,018 shares 1,018 $962K 0.21% +52 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,737 shares; 2024Q2: 1,738 shares; 2024Q3: 1,738 shares; 2024Q4: 1,739 shares; 2025Q1: 1,739 shares 1,739 $928K 0.2% 0 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,789 shares; 2024Q2: 8,204 shares; 2024Q3: 7,539 shares; 2024Q4: 7,516 shares; 2025Q1: 7,495 shares 7,495 $891K 0.19% -21 Timeline AVIDXCHANGE HOLDINGS INC AVIDXCHANGE HOLDINGS INC More: the full row for AVIDXCHANGE HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 119,365 shares; 2024Q2: 119,365 shares; 2024Q3: 119,365 shares; 2024Q4: 104,586 shares; 2025Q1: 104,586 shares 104,586 $887K 0.19% 0 IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 12,377 shares; 2024Q2: 11,859 shares; 2024Q3: 11,658 shares; 2024Q4: 11,000 shares; 2025Q1: 11,699 shares 11,699 $885K 0.19% +699 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,687 shares; 2024Q2: 7,656 shares; 2024Q3: 7,428 shares; 2024Q4: 7,220 shares; 2025Q1: 7,149 shares 7,149 $872K 0.19% -71 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,239 shares; 2024Q2: 6,243 shares; 2024Q3: 6,249 shares; 2024Q4: 6,253 shares; 2025Q1: 5,857 shares 5,857 $855K 0.18% -396 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,284 shares; 2024Q2: 7,583 shares; 2024Q3: 8,053 shares; 2024Q4: 8,053 shares; 2025Q1: 8,282 shares 8,282 $828K 0.18% +229 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,409 shares; 2024Q2: 2,324 shares; 2024Q3: 2,284 shares; 2024Q4: 5,083 shares; 2025Q1: 4,950 shares 4,950 $821K 0.18% -133 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 17,347 shares; 2024Q2: 14,950 shares; 2024Q3: 17,198 shares; 2024Q4: 18,042 shares; 2025Q1: 18,218 shares 18,218 $796K 0.17% +176 Timeline VTWG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,785 shares; 2024Q2: 3,543 shares; 2024Q3: 3,550 shares; 2024Q4: 3,559 shares; 2025Q1: 3,983 shares 3,983 $742K 0.16% +424 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,802 shares; 2024Q2: 2,266 shares; 2024Q3: 2,274 shares; 2024Q4: 2,280 shares; 2025Q1: 2,282 shares 2,282 $712K 0.15% +2 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 14,080 shares; 2024Q2: 14,331 shares; 2024Q3: 15,558 shares; 2024Q4: 16,486 shares; 2025Q1: 14,207 shares 14,207 $705K 0.15% -2,279 Timeline FTLS 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,424 shares; 2024Q2: 10,316 shares; 2024Q3: 10,402 shares; 2024Q4: 10,447 shares; 2025Q1: 10,471 shares 10,471 $671K 0.14% +24 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,247 shares; 2024Q2: 1,251 shares; 2024Q3: 1,800 shares; 2024Q4: 1,888 shares; 2025Q1: 1,774 shares 1,774 $650K 0.14% -114 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 25,378 shares; 2024Q2: 26,179 shares; 2024Q3: 29,254 shares; 2024Q4: 28,846 shares; 2025Q1: 28,843 shares 28,843 $648K 0.14% -3 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,785 shares; 2024Q2: 1,631 shares; 2024Q3: 1,780 shares; 2024Q4: 1,729 shares; 2025Q1: 1,735 shares 1,735 $646K 0.14% +6 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 12,100 shares; 2024Q2: 13,964 shares; 2024Q3: 13,968 shares; 2024Q4: 13,971 shares; 2025Q1: 13,867 shares 13,867 $638K 0.14% -104 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,325 shares; 2024Q2: 2,006 shares; 2024Q3: 1,574 shares; 2024Q4: 1,567 shares; 2025Q1: 1,819 shares 1,819 $637K 0.14% +252 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,298 shares; 2024Q2: 1,298 shares; 2024Q3: 1,192 shares; 2024Q4: 1,166 shares; 2025Q1: 1,166 shares 1,166 $632K 0.14% 0 Timeline LEU CENTRUS ENERGY CORP More: the full row for CENTRUS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 10,000 shares; 2024Q2: 10,000 shares; 2024Q3: 10,000 shares; 2024Q4: 7,000 shares; 2025Q1: 10,000 shares 10,000 $622K 0.13% +3,000 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,322 shares; 2024Q2: 14,790 shares; 2024Q3: 10,981 shares; 2024Q4: 10,814 shares; 2025Q1: 10,296 shares 10,296 $618K 0.13% -518 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,412 shares; 2024Q2: 5,512 shares; 2024Q3: 5,368 shares; 2024Q4: 5,527 shares; 2025Q1: 4,846 shares 4,846 $616K 0.13% -681 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,465 shares; 2024Q2: 6,078 shares; 2024Q3: 5,975 shares; 2024Q4: 23,898 shares; 2025Q1: 24,199 shares 24,199 $606K 0.13% +301 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 50,000 shares; 2024Q2: not reported; 2024Q3: 40,000 shares; 2024Q4: 25,000 shares; 2025Q1: 50,000 shares 50,000 $582K 0.13% +25,000 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,939 shares; 2024Q2: 4,907 shares; 2024Q3: 5,321 shares; 2024Q4: 4,970 shares; 2025Q1: 4,991 shares 4,991 $577K 0.12% +21 Timeline SKX SKECHERS U S A INC More: the full row for SKECHERS U S A INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 7,000 shares; 2024Q2: 7,000 shares; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares 10,000 $568K 0.12% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 10,462 shares; 2024Q2: 10,001 shares; 2024Q3: 9,883 shares; 2024Q4: 9,943 shares; 2025Q1: 10,401 shares 10,401 $561K 0.12% +458 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,680 shares; 2024Q2: 8,571 shares; 2024Q3: 8,570 shares; 2024Q4: 8,522 shares; 2025Q1: 8,122 shares 8,122 $550K 0.12% -400 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 71,770 shares; 2024Q2: 71,356 shares; 2024Q3: 83,782 shares; 2024Q4: 83,794 shares; 2025Q1: 82,783 shares 82,783 $536K 0.12% -1,011 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,837 shares; 2024Q2: 7,567 shares; 2024Q3: 6,963 shares; 2024Q4: 7,049 shares; 2025Q1: 7,093 shares 7,093 $521K 0.11% +44 Timeline DSTL ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 993 shares; 2024Q2: 14,166 shares; 2024Q3: 14,290 shares; 2024Q4: 14,993 shares; 2025Q1: 9,594 shares 9,594 $520K 0.11% -5,399 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,040 shares; 2024Q2: 2,016 shares; 2024Q3: 2,116 shares; 2024Q4: 2,105 shares; 2025Q1: 2,117 shares 2,117 $517K 0.11% +12 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,345 shares; 2024Q2: 2,346 shares; 2024Q3: 2,346 shares; 2024Q4: 2,173 shares; 2025Q1: 2,038 shares 2,038 $513K 0.11% -135 Timeline LMAT LEMAITRE VASCULAR INC More: the full row for LEMAITRE VASCULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,900 shares; 2024Q2: 5,900 shares; 2024Q3: 6,267 shares; 2024Q4: 6,267 shares; 2025Q1: 6,040 shares 6,040 $507K 0.11% -227 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,471 shares; 2024Q2: 3,480 shares; 2024Q3: 3,832 shares; 2024Q4: 3,829 shares; 2025Q1: 3,817 shares 3,817 $506K 0.11% -12 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 7,115 shares; 2024Q2: 7,115 shares; 2024Q3: 7,115 shares; 2024Q4: 21,345 shares; 2025Q1: 21,345 shares 21,345 $504K 0.11% 0 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 780 shares; 2024Q2: 1,110 shares; 2024Q3: 1,110 shares; 2024Q4: 1,110 shares; 2025Q1: 1,188 shares 1,188 $499K 0.11% +78 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,500 shares; 2024Q2: 15,892 shares; 2024Q3: 14,928 shares; 2024Q4: 11,910 shares; 2025Q1: 7,282 shares 7,282 $494K 0.11% -4,628 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,378 shares; 2024Q2: 2,383 shares; 2024Q3: 2,678 shares; 2024Q4: 2,685 shares; 2025Q1: 2,879 shares 2,879 $492K 0.11% +194 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 22,038 shares; 2024Q3: 22,093 shares; 2024Q4: 22,221 shares; 2025Q1: 14,277 shares 14,277 $477K 0.1% -7,944 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,184 shares; 2024Q2: 5,097 shares; 2024Q3: 5,113 shares; 2024Q4: 5,132 shares; 2025Q1: 5,173 shares 5,173 $476K 0.1% +41 Timeline GVLU TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,125 shares; 2024Q2: 17,118 shares; 2024Q3: 17,443 shares; 2024Q4: 27,713 shares; 2025Q1: 20,540 shares 20,540 $474K 0.1% -7,173 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,921 shares; 2024Q2: 1,885 shares; 2024Q3: 1,785 shares; 2024Q4: 2,005 shares; 2025Q1: 1,855 shares 1,855 $470K 0.1% -150 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,579 shares; 2024Q2: 4,038 shares; 2024Q3: 4,092 shares; 2024Q4: 3,759 shares; 2025Q1: 2,790 shares 2,790 $467K 0.1% -969 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 17 shares; 2024Q2: 17 shares; 2024Q3: 16 shares; 2024Q4: 249 shares; 2025Q1: 248 shares 248 $460K 0.1% -1 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,456 shares; 2024Q2: 3,457 shares; 2024Q3: 3,459 shares; 2024Q4: 3,411 shares; 2025Q1: 3,562 shares 3,562 $456K 0.1% +151 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,114 shares; 2024Q2: 3,290 shares; 2024Q3: 3,312 shares; 2024Q4: 3,172 shares; 2025Q1: 3,186 shares 3,186 $428K 0.09% +14 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,761 shares; 2024Q2: 3,762 shares; 2024Q3: 3,855 shares; 2024Q4: 3,872 shares; 2025Q1: 2,273 shares 2,273 $423K 0.09% -1,599 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,069 shares; 2024Q2: 3,126 shares; 2024Q3: 3,077 shares; 2024Q4: 3,080 shares; 2025Q1: 3,466 shares 3,466 $407K 0.09% +386 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,330 shares; 2024Q2: 3,320 shares; 2024Q3: 3,275 shares; 2024Q4: 3,246 shares; 2025Q1: 3,319 shares 3,319 $399K 0.09% +73 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,456 shares; 2024Q2: 6,319 shares; 2024Q3: 6,343 shares; 2024Q4: 6,435 shares; 2025Q1: 6,380 shares 6,380 $396K 0.09% -55 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,190 shares; 2024Q2: 4,840 shares; 2024Q3: 4,732 shares; 2024Q4: 4,732 shares; 2025Q1: 4,732 shares 4,732 $394K 0.08% 0 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 16,990 shares; 2024Q2: 16,782 shares; 2024Q3: 16,866 shares; 2024Q4: 16,982 shares; 2025Q1: 17,042 shares 17,042 $392K 0.08% +60 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,261 shares; 2024Q2: 1,261 shares; 2024Q3: 1,263 shares; 2024Q4: 1,266 shares; 2025Q1: 1,161 shares 1,161 $388K 0.08% -105 Timeline SKY CHAMPION HOMES INC More: the full row for CHAMPION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,416 shares; 2024Q2: 5,000 shares; 2024Q3: 5,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares 4,000 $379K 0.08% 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,556 shares; 2024Q2: 1,557 shares; 2024Q3: 1,557 shares; 2024Q4: 1,557 shares; 2025Q1: 1,556 shares 1,556 $377K 0.08% -1 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,907 shares; 2024Q2: 2,159 shares; 2024Q3: 2,660 shares; 2024Q4: 2,311 shares; 2025Q1: 2,724 shares 2,724 $373K 0.08% +413 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,516 shares; 2024Q2: 8,385 shares; 2024Q3: 8,295 shares; 2024Q4: 8,244 shares; 2025Q1: 7,734 shares 7,734 $368K 0.08% -510 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,452 shares; 2024Q2: 5,505 shares; 2024Q3: 5,515 shares; 2024Q4: 5,544 shares; 2025Q1: 5,069 shares 5,069 $359K 0.08% -475 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,842 shares; 2024Q2: 2,478 shares; 2024Q3: 2,513 shares; 2024Q4: 1,455 shares; 2025Q1: 1,444 shares 1,444 $359K 0.08% -11 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,000 shares; 2024Q2: 3,500 shares; 2024Q3: 4,500 shares; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares 6,000 $354K 0.08% 0 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 7,748 shares; 2024Q2: 7,749 shares; 2024Q3: 7,791 shares; 2024Q4: 14,905 shares; 2025Q1: 14,933 shares 14,933 $350K 0.08% +28 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,917 shares; 2024Q2: 3,917 shares; 2024Q3: 3,917 shares; 2024Q4: 17,998 shares; 2025Q1: 17,998 shares 17,998 $350K 0.08% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,747 shares; 2024Q2: 2,562 shares; 2024Q3: 2,121 shares; 2024Q4: 1,668 shares; 2025Q1: 1,599 shares 1,599 $339K 0.07% -69 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,662 shares; 2024Q2: 5,649 shares; 2024Q3: 10,691 shares; 2024Q4: 9,065 shares; 2025Q1: 8,104 shares 8,104 $333K 0.07% -961 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,551 shares; 2024Q2: 4,868 shares; 2024Q3: 3,394 shares; 2024Q4: 3,429 shares; 2025Q1: 3,160 shares 3,160 $333K 0.07% -269 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 600 shares; 2024Q2: 802 shares; 2024Q3: 798 shares; 2024Q4: 801 shares; 2025Q1: 745 shares 745 $333K 0.07% -56 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 280 shares; 2024Q2: 320 shares; 2024Q3: 268 shares; 2024Q4: 234 shares; 2025Q1: 388 shares 388 $320K 0.07% +154 Timeline PXF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 121,558 shares; 2024Q2: 121,183 shares; 2024Q3: 120,897 shares; 2024Q4: 128,500 shares; 2025Q1: 128,982 shares 128,982 $316K 0.07% +482 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,270 shares; 2024Q2: 2,288 shares; 2024Q3: 3,401 shares; 2024Q4: 3,475 shares; 2025Q1: 3,498 shares 3,498 $314K 0.07% +23 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,301 shares; 2024Q2: 1,251 shares; 2024Q3: 1,256 shares; 2024Q4: 1,257 shares; 2025Q1: 1,255 shares 1,255 $311K 0.07% -2 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,403 shares; 2024Q2: 1,904 shares; 2024Q3: 1,938 shares; 2024Q4: 1,920 shares; 2025Q1: 3,285 shares 3,285 $307K 0.07% +1,365 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 48,691 shares; 2024Q2: 59,687 shares; 2024Q3: 61,072 shares; 2024Q4: 29,152 shares; 2025Q1: 30,524 shares 30,524 $306K 0.07% +1,372 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,922 shares; 2024Q2: 2,922 shares; 2024Q3: 2,922 shares; 2024Q4: 3,132 shares; 2025Q1: 3,132 shares 3,132 $305K 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,180 shares; 2024Q2: 3,064 shares; 2024Q3: 3,091 shares; 2024Q4: 3,021 shares; 2025Q1: 2,025 shares 2,025 $304K 0.07% -996 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,272 shares; 2024Q2: 4,331 shares; 2024Q3: 4,655 shares; 2024Q4: 1,337 shares; 2025Q1: 1,171 shares 1,171 $303K 0.07% -166 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,233 shares; 2024Q2: 3,300 shares; 2024Q3: 3,674 shares; 2024Q4: 4,074 shares; 2025Q1: 6,090 shares 6,090 $303K 0.07% +2,016 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 395 shares; 2024Q2: 386 shares; 2024Q3: 411 shares; 2024Q4: 325 shares; 2025Q1: 324 shares 324 $302K 0.07% -1 Timeline LTH LIFE TIME GROUP HOLDINGS INC More: the full row for LIFE TIME GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,000 shares 10,000 $302K 0.06% new 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 911 shares; 2024Q2: 913 shares; 2024Q3: 920 shares; 2024Q4: 1,825 shares; 2025Q1: 1,722 shares 1,722 $294K 0.06% -103 Timeline JFR NUVEEN FLOATING RATE INCOME More: the full row for NUVEEN FLOATING RATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 19,089 shares; 2024Q3: 34,420 shares; 2024Q4: 34,420 shares; 2025Q1: 34,420 shares 34,420 $292K 0.06% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,592 shares; 2024Q2: 3,843 shares; 2024Q3: 4,850 shares; 2024Q4: 4,577 shares; 2025Q1: 4,572 shares 4,572 $290K 0.06% -5 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,238 shares; 2024Q2: 4,273 shares; 2024Q3: 4,499 shares; 2024Q4: 4,493 shares; 2025Q1: 3,248 shares 3,248 $285K 0.06% -1,245 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,243 shares; 2024Q2: 2,362 shares; 2024Q3: 2,321 shares; 2024Q4: 2,321 shares; 2025Q1: 2,376 shares 2,376 $285K 0.06% +55 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,415 shares; 2024Q2: 2,422 shares; 2024Q3: 2,442 shares; 2024Q4: 2,362 shares; 2025Q1: 2,332 shares 2,332 $284K 0.06% -30 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 9,569 shares; 2024Q2: 9,422 shares; 2024Q3: 9,637 shares; 2024Q4: 9,652 shares; 2025Q1: 9,854 shares 9,854 $284K 0.06% +202 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,271 shares; 2024Q2: 4,294 shares; 2024Q3: 4,510 shares; 2024Q4: 4,558 shares; 2025Q1: 4,566 shares 4,566 $277K 0.06% +8 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,226 shares; 2024Q2: 1,228 shares; 2024Q3: 1,233 shares; 2024Q4: 1,422 shares; 2025Q1: 902 shares 902 $275K 0.06% -520 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 269 shares; 2024Q2: 265 shares; 2024Q3: 265 shares; 2024Q4: 453 shares; 2025Q1: 502 shares 502 $274K 0.06% +49 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,044 shares; 2024Q2: 1,044 shares; 2024Q3: 1,044 shares; 2024Q4: 1,044 shares; 2025Q1: 1,073 shares 1,073 $272K 0.06% +29 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 501 shares; 2024Q2: 411 shares; 2024Q3: 521 shares; 2024Q4: 485 shares; 2025Q1: 495 shares 495 $271K 0.06% +10 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 706 shares; 2024Q2: 739 shares; 2024Q3: 786 shares; 2024Q4: 821 shares; 2025Q1: 3,510 shares 3,510 $263K 0.06% +2,689 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 664 shares; 2024Q2: 677 shares; 2024Q3: 605 shares; 2024Q4: 513 shares; 2025Q1: 528 shares 528 $261K 0.06% +15 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,238 shares; 2024Q2: 1,241 shares; 2024Q3: 1,234 shares; 2024Q4: 1,236 shares; 2025Q1: 1,251 shares 1,251 $258K 0.06% +15 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 831 shares; 2024Q2: 1,082 shares; 2024Q3: 1,094 shares; 2024Q4: 1,105 shares; 2025Q1: 1,110 shares 1,110 $257K 0.06% +5 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,126 shares; 2024Q2: 1,128 shares; 2024Q3: 1,144 shares; 2024Q4: 1,099 shares; 2025Q1: 1,099 shares 1,099 $256K 0.06% 0 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 3,821 shares; 2024Q3: 36,295 shares; 2024Q4: 36,295 shares; 2025Q1: 36,294 shares 36,294 $256K 0.06% -1 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,344 shares; 2024Q2: 2,351 shares; 2024Q3: 2,152 shares; 2024Q4: 2,177 shares; 2025Q1: 2,159 shares 2,159 $250K 0.05% -18 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,318 shares; 2024Q2: 1,318 shares; 2024Q3: 1,318 shares; 2024Q4: 1,318 shares; 2025Q1: 1,951 shares 1,951 $246K 0.05% +633 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,335 shares; 2024Q2: 3,216 shares; 2024Q3: 3,545 shares; 2024Q4: 3,548 shares; 2025Q1: 3,419 shares 3,419 $245K 0.05% -129 Timeline XSVM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,346 shares; 2024Q2: 5,840 shares; 2024Q3: 7,076 shares; 2024Q4: 4,838 shares; 2025Q1: 4,854 shares 4,854 $244K 0.05% +16 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,203 shares; 2024Q2: 2,902 shares; 2024Q3: 2,912 shares; 2024Q4: 2,929 shares; 2025Q1: 2,935 shares 2,935 $230K 0.05% +6 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 4,791 shares; 2024Q3: 4,791 shares; 2024Q4: 4,791 shares; 2025Q1: 4,790 shares 4,790 $229K 0.05% -1 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 2,047 shares; 2024Q3: 2,073 shares; 2024Q4: 2,046 shares; 2025Q1: 2,060 shares 2,060 $228K 0.05% +14 Timeline KTF DWS MUN INCOME TR More: the full row for DWS MUN INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,000 shares 24,000 $225K 0.05% 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 795 shares; 2024Q2: 797 shares; 2024Q3: 799 shares; 2024Q4: 802 shares; 2025Q1: 803 shares 803 $217K 0.05% +1 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,158 shares; 2024Q2: 2,311 shares; 2024Q3: 2,312 shares; 2024Q4: 2,919 shares; 2025Q1: 2,314 shares 2,314 $214K 0.05% -605 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,000 shares 18,000 $207K 0.04% new Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 614 shares; 2024Q2: 431 shares; 2024Q3: 415 shares; 2024Q4: 412 shares; 2025Q1: 414 shares 414 $206K 0.04% +2 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 210 shares; 2025Q1: 211 shares 211 $199K 0.04% +1 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 11,828 shares; 2024Q2: 10,026 shares; 2024Q3: 12,322 shares; 2024Q4: 12,361 shares; 2025Q1: 4,480 shares 4,480 $198K 0.04% -7,881 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,386 shares; 2024Q2: 1,387 shares; 2024Q3: 1,476 shares; 2024Q4: 1,410 shares; 2025Q1: 1,710 shares 1,710 $198K 0.04% +300 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 988 shares; 2024Q2: 991 shares; 2024Q3: 860 shares; 2024Q4: 832 shares; 2025Q1: 835 shares 835 $198K 0.04% +3 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,024 shares; 2024Q2: 6,744 shares; 2024Q3: 6,744 shares; 2024Q4: 5,720 shares; 2025Q1: 5,720 shares 5,720 $195K 0.04% 0 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,946 shares; 2024Q2: 1,946 shares; 2024Q3: 1,946 shares; 2024Q4: 1,946 shares; 2025Q1: 1,946 shares 1,946 $192K 0.04% 0 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 899 shares; 2024Q2: 898 shares; 2024Q3: 838 shares; 2024Q4: 838 shares; 2025Q1: 834 shares 834 $187K 0.04% -4 Timeline JEPQ 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 97 shares; 2024Q2: 97 shares; 2024Q3: 3,595 shares; 2024Q4: 3,595 shares; 2025Q1: 3,595 shares 3,595 $186K 0.04% 0 Timeline PIZ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,206 shares; 2024Q2: 4,573 shares; 2024Q3: 4,834 shares; 2024Q4: 4,834 shares; 2025Q1: 4,885 shares 4,885 $186K 0.04% +51 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,485 shares; 2024Q2: 1,486 shares; 2024Q3: 1,455 shares; 2024Q4: 1,455 shares; 2025Q1: 1,414 shares 1,414 $185K 0.04% -41 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,124 shares; 2024Q2: 2,129 shares; 2024Q3: 2,137 shares; 2024Q4: 2,144 shares; 2025Q1: 2,149 shares 2,149 $183K 0.04% +5 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 792 shares; 2024Q2: 1,523 shares; 2024Q3: 1,524 shares; 2024Q4: 5,359 shares; 2025Q1: 4,849 shares 4,849 $182K 0.04% -510 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 486 shares; 2024Q2: 828 shares; 2024Q3: 1,022 shares; 2024Q4: 972 shares; 2025Q1: 662 shares 662 $180K 0.04% -310 Timeline PIE INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,623 shares; 2024Q2: 9,223 shares; 2024Q3: 9,252 shares; 2024Q4: 9,851 shares; 2025Q1: 9,852 shares 9,852 $179K 0.04% +1 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 425 shares; 2024Q2: 456 shares; 2024Q3: 403 shares; 2024Q4: 348 shares; 2025Q1: 282 shares 282 $173K 0.04% -66 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 20,402 shares; 2024Q2: 20,402 shares; 2024Q3: 20,402 shares; 2024Q4: 20,402 shares; 2025Q1: 20,402 shares 20,402 $166K 0.04% 0 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,402 shares; 2024Q2: 2,409 shares; 2024Q3: 2,415 shares; 2024Q4: 2,422 shares; 2025Q1: 2,427 shares 2,427 $166K 0.04% +5 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 798 shares; 2024Q2: 786 shares; 2024Q3: 788 shares; 2024Q4: 625 shares; 2025Q1: 626 shares 626 $166K 0.04% +1 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,005 shares; 2024Q2: 4,363 shares; 2024Q3: 4,044 shares; 2024Q4: 8,267 shares; 2025Q1: 8,342 shares 8,342 $165K 0.04% +75 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,716 shares; 2024Q2: 2,722 shares; 2024Q3: 2,730 shares; 2024Q4: 2,821 shares; 2025Q1: 2,827 shares 2,827 $164K 0.04% +6 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,298 shares; 2024Q2: 1,297 shares; 2024Q3: 1,305 shares; 2024Q4: 1,310 shares; 2025Q1: 1,311 shares 1,311 $162K 0.03% +1 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 678 shares; 2024Q2: 679 shares; 2024Q3: 692 shares; 2024Q4: 677 shares; 2025Q1: 679 shares 679 $160K 0.03% +2 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 363 shares; 2024Q2: 365 shares; 2024Q3: 368 shares; 2024Q4: 368 shares; 2025Q1: 617 shares 617 $157K 0.03% +249 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,452 shares; 2024Q2: 4,872 shares; 2024Q3: 4,965 shares; 2024Q4: 3,684 shares; 2025Q1: 3,398 shares 3,398 $154K 0.03% -286 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 582 shares; 2024Q2: 665 shares; 2024Q3: 886 shares; 2024Q4: 758 shares; 2025Q1: 766 shares 766 $153K 0.03% +8 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 896 shares; 2024Q2: 896 shares; 2024Q3: 896 shares; 2024Q4: 896 shares; 2025Q1: 1,229 shares 1,229 $153K 0.03% +333 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 12 shares; 2024Q2: 1,014 shares; 2024Q3: 1,019 shares; 2024Q4: 1,019 shares; 2025Q1: 1,519 shares 1,519 $148K 0.03% +500 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,035 shares; 2024Q2: 2,045 shares; 2024Q3: 1,449 shares; 2024Q4: 1,463 shares; 2025Q1: 1,470 shares 1,470 $148K 0.03% +7 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,267 shares; 2024Q2: 1,268 shares; 2024Q3: 1,388 shares; 2024Q4: 1,388 shares; 2025Q1: 1,552 shares 1,552 $145K 0.03% +164 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,940 shares; 2024Q2: 1,934 shares; 2024Q3: 1,792 shares; 2024Q4: 2,085 shares; 2025Q1: 2,001 shares 2,001 $144K 0.03% -84 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 783 shares; 2024Q2: 788 shares; 2024Q3: 791 shares; 2024Q4: 801 shares; 2025Q1: 801 shares 801 $141K 0.03% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 303 shares; 2024Q2: 304 shares; 2024Q3: 306 shares; 2024Q4: 309 shares; 2025Q1: 301 shares 301 $141K 0.03% -8 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 82 shares; 2024Q2: 137 shares; 2024Q3: 160 shares; 2024Q4: 893 shares; 2025Q1: 884 shares 884 $141K 0.03% -9 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,162 shares; 2024Q2: 1,168 shares; 2024Q3: 1,168 shares; 2024Q4: 1,175 shares; 2025Q1: 1,175 shares 1,175 $137K 0.03% 0 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,427 shares; 2024Q2: 2,427 shares; 2024Q3: 2,427 shares; 2024Q4: 2,427 shares; 2025Q1: 2,427 shares 2,427 $134K 0.03% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 528 shares; 2024Q2: 530 shares; 2024Q3: 531 shares; 2024Q4: 537 shares; 2025Q1: 536 shares 536 $131K 0.03% -1 Timeline RVT ROYCE SMALL CAP TRUST INC More: the full row for ROYCE SMALL CAP TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 9,144 shares; 2024Q2: 9,144 shares; 2024Q3: 9,144 shares; 2024Q4: 9,144 shares; 2025Q1: 9,144 shares 9,144 $130K 0.03% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,091 shares; 2025Q1: 1,776 shares 1,776 $129K 0.03% +685 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,680 shares; 2024Q2: 1,725 shares; 2024Q3: 1,749 shares; 2024Q4: 5,438 shares; 2025Q1: 5,942 shares 5,942 $128K 0.03% +504 Timeline GNR 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,539 shares; 2024Q2: 1,847 shares; 2024Q3: 1,847 shares; 2024Q4: 1,847 shares; 2025Q1: 2,383 shares 2,383 $127K 0.03% +536 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,450 shares; 2024Q2: 1,451 shares; 2024Q3: 2,351 shares; 2024Q4: 2,001 shares; 2025Q1: 1,750 shares 1,750 $126K 0.03% -251 Timeline NBXG NEUBERGER NEXT GENERATION More: the full row for NEUBERGER NEXT GENERATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 10,295 shares; 2024Q3: 10,295 shares; 2024Q4: 10,295 shares; 2025Q1: 10,295 shares 10,295 $126K 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 422 shares; 2024Q2: 424 shares; 2024Q3: 409 shares; 2024Q4: 409 shares; 2025Q1: 417 shares 417 $126K 0.03% +8 Timeline XSW SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 530 shares; 2024Q2: 631 shares; 2024Q3: 755 shares; 2024Q4: 780 shares; 2025Q1: 780 shares 780 $125K 0.03% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,039 shares; 2024Q2: 1,041 shares; 2024Q3: 1,068 shares; 2024Q4: 1,058 shares; 2025Q1: 1,067 shares 1,067 $124K 0.03% +9 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6 shares; 2024Q2: 6 shares; 2024Q3: 36 shares; 2024Q4: 344 shares; 2025Q1: 583 shares 583 $120K 0.03% +239 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,773 shares; 2024Q2: 1,774 shares; 2024Q3: 1,774 shares; 2024Q4: 5,320 shares; 2025Q1: 5,319 shares 5,319 $117K 0.03% -1 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 610 shares; 2024Q2: 373 shares; 2024Q3: 373 shares; 2024Q4: 369 shares; 2025Q1: 375 shares 375 $117K 0.03% +6 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 176 shares; 2024Q2: 150 shares; 2024Q3: 181 shares; 2024Q4: 160 shares; 2025Q1: 144 shares 144 $114K 0.02% -16 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,201 shares; 2024Q2: 4,207 shares; 2024Q3: 4,990 shares; 2024Q4: 5,008 shares; 2025Q1: 4,937 shares 4,937 $113K 0.02% -71 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,909 shares; 2024Q2: 1,909 shares; 2024Q3: 1,909 shares; 2024Q4: 1,909 shares; 2025Q1: 1,909 shares 1,909 $113K 0.02% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 669 shares; 2024Q2: 648 shares; 2024Q3: 1,110 shares; 2024Q4: 1,228 shares; 2025Q1: 803 shares 803 $112K 0.02% -425 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 535 shares; 2024Q2: 538 shares; 2024Q3: 540 shares; 2024Q4: 541 shares; 2025Q1: 542 shares 542 $112K 0.02% +1 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 23,129 shares; 2024Q2: 23,650 shares; 2024Q3: 23,777 shares; 2024Q4: 24,161 shares; 2025Q1: 3,887 shares 3,887 $110K 0.02% -20,274 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 776 shares; 2024Q2: 776 shares; 2024Q3: 776 shares; 2024Q4: 776 shares; 2025Q1: 776 shares 776 $109K 0.02% 0 Timeline AFB ALLIANCEBERNSTEIN NATL MUN I More: the full row for ALLIANCEBERNSTEIN NATL MUN I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,000 shares 10,000 $109K 0.02% new Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,816 shares 8,816 $108K 0.02% new Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,145 shares; 2024Q2: 1,145 shares; 2024Q3: 1,145 shares; 2024Q4: 1,145 shares; 2025Q1: 925 shares 925 $107K 0.02% -220 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 323 shares; 2024Q2: 220 shares; 2024Q3: 231 shares; 2024Q4: 222 shares; 2025Q1: 229 shares 229 $107K 0.02% +7 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 593 shares; 2024Q2: 594 shares; 2024Q3: 604 shares; 2024Q4: 354 shares; 2025Q1: 520 shares 520 $107K 0.02% +166 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,250 shares; 2025Q1: 1,750 shares 1,750 $106K 0.02% +500 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 323 shares; 2024Q2: 322 shares; 2024Q3: 327 shares; 2024Q4: 321 shares; 2025Q1: 319 shares 319 $105K 0.02% -2 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 812 shares; 2024Q2: 820 shares; 2024Q3: 762 shares; 2024Q4: 781 shares; 2025Q1: 792 shares 792 $105K 0.02% +11 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,000 shares; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares 1,000 $105K 0.02% 0 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 700 shares; 2024Q2: 700 shares; 2024Q3: 700 shares; 2024Q4: 700 shares; 2025Q1: 1,363 shares 1,363 $104K 0.02% +663 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,440 shares; 2024Q2: 1,434 shares; 2024Q3: 924 shares; 2024Q4: 929 shares; 2025Q1: 929 shares 929 $103K 0.02% 0 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,699 shares; 2024Q2: 2,699 shares; 2024Q3: 2,427 shares; 2024Q4: 2,427 shares; 2025Q1: 2,427 shares 2,427 $102K 0.02% 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 775 shares; 2024Q2: 779 shares; 2024Q3: 636 shares; 2024Q4: 601 shares; 2025Q1: 607 shares 607 $101K 0.02% +6 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,037 shares; 2024Q2: 2,975 shares; 2024Q3: 2,035 shares; 2024Q4: 2,026 shares; 2025Q1: 1,146 shares 1,146 $99.6K 0.02% -880 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,560 shares; 2024Q2: 1,565 shares; 2024Q3: 1,570 shares; 2024Q4: 1,576 shares; 2025Q1: 1,579 shares 1,579 $97.6K 0.02% +3 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,569 shares; 2024Q2: 1,572 shares; 2024Q3: 1,575 shares; 2024Q4: 1,578 shares; 2025Q1: 1,200 shares 1,200 $96.1K 0.02% -378 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 456 shares; 2024Q2: 457 shares; 2024Q3: 457 shares; 2024Q4: 463 shares; 2025Q1: 458 shares 458 $95.9K 0.02% -5 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 945 shares; 2024Q2: 946 shares; 2024Q3: 946 shares; 2024Q4: 946 shares; 2025Q1: 945 shares 945 $95.9K 0.02% -1 Timeline HFGO HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 4,592 shares; 2024Q3: 4,592 shares; 2024Q4: 4,592 shares; 2025Q1: 4,592 shares 4,592 $95.7K 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,466 shares; 2024Q2: 2,474 shares; 2024Q3: 2,475 shares; 2024Q4: 2,543 shares; 2025Q1: 2,550 shares 2,550 $95.4K 0.02% +7 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,367 shares; 2024Q2: 4,460 shares; 2024Q3: 4,653 shares; 2024Q4: 5,049 shares; 2025Q1: 2,027 shares 2,027 $94.9K 0.02% -3,022 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3 shares; 2024Q2: 153 shares; 2024Q3: 157 shares; 2024Q4: 157 shares; 2025Q1: 407 shares 407 $94.2K 0.02% +250 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,242 shares; 2024Q2: 3,807 shares; 2024Q3: 3,884 shares; 2024Q4: 4,957 shares; 2025Q1: 5,036 shares 5,036 $93.6K 0.02% +79 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 299 shares; 2025Q1: 547 shares 547 $93.4K 0.02% +248 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,600 shares; 2024Q2: 1,600 shares; 2024Q3: 1,600 shares; 2024Q4: 1,600 shares; 2025Q1: 1,600 shares 1,600 $93.3K 0.02% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,072 shares; 2024Q2: 950 shares; 2024Q3: 897 shares; 2024Q4: 893 shares; 2025Q1: 884 shares 884 $92.8K 0.02% -9 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 19,700 shares; 2024Q2: 21,830 shares; 2024Q3: 27,687 shares; 2024Q4: 41,356 shares; 2025Q1: 41,356 shares 41,356 $91K 0.02% 0 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 32 shares; 2024Q2: 1,415 shares; 2024Q3: 1,412 shares; 2024Q4: 1,475 shares; 2025Q1: 1,809 shares 1,809 $90.8K 0.02% +334 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,710 shares; 2024Q2: 1,710 shares; 2024Q3: 1,710 shares; 2024Q4: 1,710 shares; 2025Q1: 1,710 shares 1,710 $90.6K 0.02% 0 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 259 shares; 2024Q2: 258 shares; 2024Q3: 261 shares; 2024Q4: 259 shares; 2025Q1: 259 shares 259 $90.5K 0.02% 0 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,174 shares; 2024Q2: 1,418 shares; 2024Q3: 1,418 shares; 2024Q4: 1,418 shares; 2025Q1: 1,418 shares 1,418 $90.1K 0.02% 0 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 565 shares; 2024Q2: 566 shares; 2024Q3: 567 shares; 2024Q4: 564 shares; 2025Q1: 565 shares 565 $88.9K 0.02% +1 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 144 shares; 2024Q2: 145 shares; 2024Q3: 738 shares; 2024Q4: 738 shares; 2025Q1: 717 shares 717 $88.7K 0.02% -21 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,230 shares; 2024Q2: 1,243 shares; 2024Q3: 1,259 shares; 2024Q4: 1,267 shares; 2025Q1: 1,276 shares 1,276 $87.8K 0.02% +9 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 600 shares; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares 3,000 $87.8K 0.02% 0 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,000 shares; 2024Q2: 2,000 shares; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares 2,000 $86.6K 0.02% 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 187 shares; 2024Q2: 206 shares; 2024Q3: 439 shares; 2024Q4: 485 shares; 2025Q1: 481 shares 481 $86.5K 0.02% -4 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 410 shares; 2024Q2: 401 shares; 2024Q3: 306 shares; 2024Q4: 286 shares; 2025Q1: 277 shares 277 $86.2K 0.02% -9 Timeline USA LIBERTY ALL STAR EQUITY FD More: the full row for LIBERTY ALL STAR EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 13,149 shares; 2024Q2: 13,150 shares; 2024Q3: 13,150 shares; 2024Q4: 13,150 shares; 2025Q1: 13,149 shares 13,149 $86.1K 0.02% -1 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 258 shares; 2024Q2: 205 shares; 2024Q3: 197 shares; 2024Q4: 176 shares; 2025Q1: 512 shares 512 $85K 0.02% +336 Timeline PRK PARK NATL CORP More: the full row for PARK NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 561 shares; 2024Q2: 561 shares; 2024Q3: 561 shares; 2024Q4: 561 shares; 2025Q1: 561 shares 561 $84.9K 0.02% 0 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,131 shares; 2024Q2: 2,155 shares; 2024Q3: 2,178 shares; 2024Q4: 2,199 shares; 2025Q1: 2,223 shares 2,223 $84.6K 0.02% +24 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 287 shares; 2024Q3: 321 shares; 2024Q4: 210 shares; 2025Q1: 153 shares 153 $84.2K 0.02% -57 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 722 shares; 2024Q2: 722 shares; 2024Q3: 722 shares; 2024Q4: 722 shares; 2025Q1: 722 shares 722 $84K 0.02% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 174 shares; 2024Q2: 189 shares; 2024Q3: 1,026 shares; 2024Q4: 1,033 shares; 2025Q1: 1,397 shares 1,397 $83.5K 0.02% +364 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,685 shares; 2024Q2: 2,051 shares; 2024Q3: 2,019 shares; 2024Q4: 1,655 shares; 2025Q1: 1,487 shares 1,487 $83.4K 0.02% -168 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 972 shares; 2024Q2: 953 shares; 2024Q3: 965 shares; 2024Q4: 1,035 shares; 2025Q1: 886 shares 886 $83K 0.02% -149 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 529 shares; 2024Q2: 133 shares; 2024Q3: 136 shares; 2024Q4: 136 shares; 2025Q1: 302 shares 302 $81.2K 0.02% +166 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 462 shares; 2024Q2: 467 shares; 2024Q3: 475 shares; 2024Q4: 476 shares; 2025Q1: 471 shares 471 $80.3K 0.02% -5 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 638 shares; 2024Q2: 497 shares; 2024Q3: 527 shares; 2024Q4: 517 shares; 2025Q1: 520 shares 520 $79.9K 0.02% +3 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 600 shares; 2024Q2: 600 shares; 2024Q3: 610 shares; 2024Q4: 610 shares; 2025Q1: 610 shares 610 $79.7K 0.02% 0 Timeline RWR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 800 shares; 2024Q2: 800 shares; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares 800 $79.3K 0.02% 0 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,293 shares; 2025Q1: 2,304 shares 2,304 $78.9K 0.02% +11 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,754 shares; 2024Q2: 1,754 shares; 2024Q3: 1,945 shares; 2024Q4: 1,813 shares; 2025Q1: 1,293 shares 1,293 $78.8K 0.02% -520 Timeline RMT ROYCE MICRO-CAP TR INC More: the full row for ROYCE MICRO-CAP TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 9,342 shares; 2024Q2: 9,342 shares; 2024Q3: 9,342 shares; 2024Q4: 9,342 shares; 2025Q1: 9,342 shares 9,342 $78.8K 0.02% 0 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,149 shares; 2024Q2: 1,963 shares; 2024Q3: 1,982 shares; 2024Q4: 1,750 shares; 2025Q1: 1,771 shares 1,771 $77.7K 0.02% +21 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 42 shares; 2024Q3: 43 shares; 2024Q4: 22 shares; 2025Q1: 42 shares 42 $77.5K 0.02% +20 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 1,460 shares; 2024Q3: 1,477 shares; 2024Q4: 1,499 shares; 2025Q1: 1,510 shares 1,510 $77.1K 0.02% +11 Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,242 shares; 2024Q2: 5,809 shares; 2024Q3: 5,809 shares; 2024Q4: 5,809 shares; 2025Q1: 5,808 shares 5,808 $76.7K 0.02% -1 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 240 shares; 2024Q2: 243 shares; 2024Q3: 248 shares; 2024Q4: 247 shares; 2025Q1: 250 shares 250 $74.8K 0.02% +3 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 739 shares; 2024Q2: 770 shares; 2024Q3: 766 shares; 2024Q4: 851 shares; 2025Q1: 857 shares 857 $74.5K 0.02% +6 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,475 shares; 2024Q2: 4,475 shares; 2024Q3: 4,475 shares; 2024Q4: 4,475 shares; 2025Q1: 4,475 shares 4,475 $74.4K 0.02% 0 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 126 shares; 2024Q2: 127 shares; 2024Q3: 126 shares; 2024Q4: 126 shares; 2025Q1: 126 shares 126 $74.3K 0.02% 0 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 902 shares; 2024Q2: 902 shares; 2024Q3: 962 shares; 2024Q4: 909 shares; 2025Q1: 910 shares 910 $73.4K 0.02% +1 Timeline EIPI FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 3,552 shares; 2024Q3: 3,552 shares; 2024Q4: 3,552 shares; 2025Q1: 3,552 shares 3,552 $72.1K 0.02% 0 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 1,314 shares; 2024Q3: 1,314 shares; 2024Q4: 1,112 shares; 2025Q1: 1,112 shares 1,112 $71K 0.02% 0 Timeline HAP VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,421 shares; 2024Q2: 1,421 shares; 2024Q3: 1,421 shares; 2024Q4: 1,421 shares; 2025Q1: 1,421 shares 1,421 $70.8K 0.02% 0 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 58 shares; 2024Q2: 1,107 shares; 2024Q3: 107 shares; 2024Q4: 1,092 shares; 2025Q1: 1,018 shares 1,018 $70.7K 0.02% -74 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 333 shares; 2024Q2: 280 shares; 2024Q3: 226 shares; 2024Q4: 226 shares; 2025Q1: 239 shares 239 $70.6K 0.02% +13 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,065 shares; 2024Q2: 2,093 shares; 2024Q3: 3,834 shares; 2024Q4: 3,482 shares; 2025Q1: 3,210 shares 3,210 $69.8K 0.02% -272 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 702 shares; 2024Q2: 704 shares; 2024Q3: 705 shares; 2024Q4: 707 shares; 2025Q1: 1,060 shares 1,060 $69.7K 0.01% +353 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 327 shares; 2024Q2: 331 shares; 2024Q3: 334 shares; 2024Q4: 336 shares; 2025Q1: 323 shares 323 $69.2K 0.01% -13 Timeline CII BLACKROCK ENHANCED LARGE CAP More: the full row for BLACKROCK ENHANCED LARGE CAP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,740 shares 3,740 $69.1K 0.01% new Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 729 shares; 2024Q2: 729 shares; 2024Q3: 729 shares; 2024Q4: 729 shares; 2025Q1: 729 shares 729 $69K 0.01% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 454 shares; 2024Q2: 454 shares; 2024Q3: 458 shares; 2024Q4: 468 shares; 2025Q1: 471 shares 471 $68.6K 0.01% +3 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,822 shares; 2024Q2: 1,823 shares; 2024Q3: 1,842 shares; 2024Q4: 1,871 shares; 2025Q1: 1,895 shares 1,895 $68.4K 0.01% +24 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 283 shares; 2024Q2: 301 shares; 2024Q3: 298 shares; 2024Q4: 232 shares; 2025Q1: 203 shares 203 $68.3K 0.01% -29 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 411 shares; 2024Q2: 427 shares; 2024Q3: 434 shares; 2024Q4: 436 shares; 2025Q1: 463 shares 463 $68.2K 0.01% +27 Timeline MOO VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,000 shares; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares 1,000 $67.9K 0.01% 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 250 shares; 2024Q2: 500 shares; 2024Q3: 1,030 shares; 2024Q4: 308 shares; 2025Q1: 798 shares 798 $67.4K 0.01% +490 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 75 shares; 2024Q2: 76 shares; 2024Q3: 56 shares; 2024Q4: 64 shares; 2025Q1: 47 shares 47 $67.3K 0.01% -17 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,210 shares; 2024Q2: 1,202 shares; 2024Q3: 1,211 shares; 2024Q4: 1,162 shares; 2025Q1: 1,162 shares 1,162 $66.9K 0.01% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,971 shares; 2024Q2: 3,005 shares; 2024Q3: 3,033 shares; 2024Q4: 3,023 shares; 2025Q1: 1,808 shares 1,808 $66.7K 0.01% -1,215 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 729 shares; 2024Q2: 729 shares; 2024Q3: 724 shares; 2024Q4: 724 shares; 2025Q1: 640 shares 640 $66K 0.01% -84 Timeline KSPI KASPI KZ JSC More: the full row for KASPI KZ JSC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 700 shares; 2025Q1: 700 shares 700 $65K 0.01% 0 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,434 shares; 2024Q2: 2,434 shares; 2024Q3: 2,434 shares; 2024Q4: 3,134 shares; 2025Q1: 900 shares 900 $64.8K 0.01% -2,234 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,253 shares; 2024Q2: 4,253 shares; 2024Q3: 4,253 shares; 2024Q4: 4,253 shares; 2025Q1: 4,253 shares 4,253 $64.3K 0.01% 0 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 619 shares; 2024Q2: 619 shares; 2024Q3: 621 shares; 2024Q4: 627 shares; 2025Q1: 627 shares 627 $63.5K 0.01% 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,981 shares; 2024Q2: 2,716 shares; 2024Q3: 2,840 shares; 2024Q4: 2,991 shares; 2025Q1: 2,506 shares 2,506 $63.5K 0.01% -485 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 91 shares; 2024Q2: 117 shares; 2024Q3: 112 shares; 2024Q4: 371 shares; 2025Q1: 684 shares 684 $62.7K 0.01% +313 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 885 shares; 2024Q2: 893 shares; 2024Q3: 869 shares; 2024Q4: 876 shares; 2025Q1: 1,046 shares 1,046 $62.6K 0.01% +170 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,133 shares; 2024Q2: 4,123 shares; 2024Q3: 4,143 shares; 2024Q4: 4,143 shares; 2025Q1: 4,163 shares 4,163 $62.5K 0.01% +20 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 215 shares; 2024Q2: 332 shares; 2024Q3: 376 shares; 2024Q4: 222 shares; 2025Q1: 267 shares 267 $62.4K 0.01% +45 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 385 shares; 2024Q2: 385 shares; 2024Q3: 385 shares; 2024Q4: 385 shares; 2025Q1: 385 shares 385 $61.8K 0.01% 0 Timeline NXP NUVEEN SELECT TAX-FREE INCOM More: the full row for NUVEEN SELECT TAX-FREE INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,286 shares 4,286 $61.6K 0.01% new Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 31 shares; 2024Q2: 31 shares; 2024Q3: 46 shares; 2024Q4: 393 shares; 2025Q1: 473 shares 473 $61.4K 0.01% +80 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 23 shares; 2024Q2: 283 shares; 2024Q3: 825 shares; 2024Q4: 769 shares; 2025Q1: 668 shares 668 $60.9K 0.01% -101 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 26 shares; 2024Q2: 18 shares; 2024Q3: 9 shares; 2024Q4: 13 shares; 2025Q1: 13 shares 13 $59.9K 0.01% 0 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 976 shares; 2024Q2: 998 shares; 2024Q3: 1,019 shares; 2024Q4: 1,045 shares; 2025Q1: 1,058 shares 1,058 $59.8K 0.01% +13 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 318 shares; 2024Q2: 333 shares; 2024Q3: 286 shares; 2024Q4: 286 shares; 2025Q1: 287 shares 287 $57.9K 0.01% +1 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 527 shares; 2024Q2: 438 shares; 2024Q3: 438 shares; 2024Q4: 438 shares; 2025Q1: 438 shares 438 $57.9K 0.01% 0 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 225 shares; 2024Q3: 232 shares; 2024Q4: 241 shares; 2025Q1: 246 shares 246 $57.3K 0.01% +5 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,000 shares; 2024Q2: 1,000 shares; 2024Q3: 840 shares; 2024Q4: 511 shares; 2025Q1: 511 shares 511 $56.7K 0.01% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,950 shares; 2024Q2: 2,950 shares; 2024Q3: 2,950 shares; 2024Q4: 2,950 shares; 2025Q1: 2,950 shares 2,950 $56.7K 0.01% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 81 shares; 2024Q2: 82 shares; 2024Q3: 81 shares; 2024Q4: 84 shares; 2025Q1: 83 shares 83 $56.1K 0.01% -1 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 1,215 shares; 2024Q3: 1,225 shares; 2024Q4: 1,237 shares; 2025Q1: 1,243 shares 1,243 $56K 0.01% +6 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,345 shares; 2024Q2: 2,217 shares; 2024Q3: 1,963 shares; 2024Q4: 1,963 shares; 2025Q1: 1,962 shares 1,962 $55.9K 0.01% -1 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 170 shares 170 $55.6K 0.01% new Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 429 shares; 2024Q2: 677 shares; 2024Q3: 680 shares; 2024Q4: 397 shares; 2025Q1: 381 shares 381 $55.3K 0.01% -16 Timeline MYI BLACKROCK MUNIYIELD QUALITY More: the full row for BLACKROCK MUNIYIELD QUALITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,003 shares 5,003 $55K 0.01% new Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 791 shares 791 $53.8K 0.01% new Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,068 shares; 2024Q2: 1,050 shares; 2024Q3: 893 shares; 2024Q4: 893 shares; 2025Q1: 848 shares 848 $53.8K 0.01% -45 Timeline XMLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 870 shares; 2024Q2: 870 shares; 2024Q3: 870 shares; 2024Q4: 870 shares; 2025Q1: 870 shares 870 $53.7K 0.01% 0 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2 shares; 2024Q2: 2 shares; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 293 shares 293 $53.6K 0.01% +291 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 689 shares; 2024Q2: 733 shares; 2024Q3: 635 shares; 2024Q4: 526 shares; 2025Q1: 524 shares 524 $52.9K 0.01% -2 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,310 shares; 2024Q2: 1,324 shares; 2024Q3: 1,334 shares; 2024Q4: 1,318 shares; 2025Q1: 810 shares 810 $52.8K 0.01% -508 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 249 shares; 2024Q2: 261 shares; 2024Q3: 257 shares; 2024Q4: 220 shares; 2025Q1: 230 shares 230 $52.3K 0.01% +10 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 481 shares; 2024Q2: 492 shares; 2024Q3: 499 shares; 2024Q4: 496 shares; 2025Q1: 496 shares 496 $51.8K 0.01% 0 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,233 shares; 2024Q2: 1,239 shares; 2024Q3: 1,244 shares; 2024Q4: 1,250 shares; 2025Q1: 1,254 shares 1,254 $51.7K 0.01% +4 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 9 shares; 2024Q2: 9 shares; 2024Q3: 9 shares; 2024Q4: 261 shares; 2025Q1: 262 shares 262 $51.6K 0.01% +1 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 53 shares; 2024Q2: 13 shares; 2024Q3: 24 shares; 2024Q4: 270 shares; 2025Q1: 233 shares 233 $51.5K 0.01% -37 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 587 shares; 2024Q2: 588 shares; 2024Q3: 789 shares; 2024Q4: 792 shares; 2025Q1: 887 shares 887 $51.1K 0.01% +95 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 229 shares; 2024Q2: 235 shares; 2024Q3: 234 shares; 2024Q4: 243 shares; 2025Q1: 234 shares 234 $50.9K 0.01% -9 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 87 shares; 2024Q2: 119 shares; 2024Q3: 120 shares; 2024Q4: 110 shares; 2025Q1: 117 shares 117 $50K 0.01% +7 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,678 shares; 2024Q2: 1,348 shares; 2024Q3: 987 shares; 2024Q4: 985 shares; 2025Q1: 1,009 shares 1,009 $49.8K 0.01% +24 Timeline ETW EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,993 shares; 2024Q2: 5,994 shares; 2024Q3: 5,994 shares; 2024Q4: 5,994 shares; 2025Q1: 5,993 shares 5,993 $49.4K 0.01% -1 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,410 shares; 2024Q2: 3,422 shares; 2024Q3: 2,403 shares; 2024Q4: 2,464 shares; 2025Q1: 1,165 shares 1,165 $49.2K 0.01% -1,299 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 145 shares; 2024Q2: 133 shares; 2024Q3: 127 shares; 2024Q4: 166 shares; 2025Q1: 172 shares 172 $48.8K 0.01% +6 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4 shares; 2024Q2: 4 shares; 2024Q3: 9 shares; 2024Q4: 372 shares; 2025Q1: 139 shares 139 $48K 0.01% -233 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 99 shares; 2024Q2: 100 shares; 2024Q3: 106 shares; 2024Q4: 120 shares; 2025Q1: 120 shares 120 $47.9K 0.01% 0 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,886 shares; 2024Q2: 1,239 shares; 2024Q3: 1,243 shares; 2024Q4: 1,249 shares; 2025Q1: 1,250 shares 1,250 $47.3K 0.01% +1 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 89 shares; 2024Q2: 90 shares; 2024Q3: 95 shares; 2024Q4: 92 shares; 2025Q1: 93 shares 93 $47.1K 0.01% +1 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 135 shares; 2024Q2: 600 shares; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares 600 $47.1K 0.01% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,278 shares; 2024Q2: 2,284 shares; 2024Q3: 2,290 shares; 2024Q4: 2,236 shares; 2025Q1: 320 shares 320 $47K 0.01% -1,916 Timeline ETB EATON VANCE TAX MNGED BUY WR More: the full row for EATON VANCE TAX MNGED BUY WR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 3,376 shares; 2024Q3: 3,376 shares; 2024Q4: 3,376 shares; 2025Q1: 3,376 shares 3,376 $46.1K 0.01% 0 Timeline ISD PGIM HIGH YIELD BOND FUND IN More: the full row for PGIM HIGH YIELD BOND FUND IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,207 shares; 2024Q2: 3,207 shares; 2024Q3: 3,207 shares; 2024Q4: 3,207 shares; 2025Q1: 3,207 shares 3,207 $45.7K 0.01% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 171 shares; 2024Q2: 180 shares; 2024Q3: 177 shares; 2024Q4: 127 shares; 2025Q1: 222 shares 222 $44.8K 0.01% +95 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 84 shares; 2024Q2: 83 shares; 2024Q3: 142 shares; 2024Q4: 143 shares; 2025Q1: 87 shares 87 $44.5K 0.01% -56 Timeline HQL ABRDN LIFE SCIENCES INVESTOR More: the full row for ABRDN LIFE SCIENCES INVESTOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,467 shares; 2024Q2: 3,467 shares; 2024Q3: 3,467 shares; 2024Q4: 3,467 shares; 2025Q1: 3,467 shares 3,467 $44K 0.01% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 141 shares; 2024Q2: 144 shares; 2024Q3: 149 shares; 2024Q4: 142 shares; 2025Q1: 160 shares 160 $43.7K 0.01% +18 Timeline UNITED STATES STL CORP NEW UNITED STATES STL CORP NEW More: the full row for UNITED STATES STL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,029 shares; 2024Q4: 1,031 shares; 2025Q1: 1,032 shares 1,032 $43.6K 0.01% +1 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,017 shares; 2024Q2: 575 shares; 2024Q3: 972 shares; 2024Q4: 444 shares; 2025Q1: 418 shares 418 $42.9K 0.01% -26 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,344 shares; 2024Q2: 1,346 shares; 2024Q3: 1,348 shares; 2024Q4: 1,349 shares; 2025Q1: 1,351 shares 1,351 $42.5K 0.01% +2 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 633 shares; 2024Q2: 207 shares; 2024Q3: 283 shares; 2024Q4: 292 shares; 2025Q1: 538 shares 538 $42.5K 0.01% +246 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 159 shares; 2024Q4: 149 shares; 2025Q1: 157 shares 157 $42.4K 0.01% +8 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 944 shares; 2024Q2: 921 shares; 2024Q3: 450 shares; 2024Q4: 186 shares; 2025Q1: 183 shares 183 $41.8K 0.01% -3 Timeline VALQ AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 671 shares 671 $40.8K 0.01% new Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,526 shares; 2024Q2: 1,525 shares; 2024Q3: 1,525 shares; 2024Q4: 1,446 shares; 2025Q1: 253 shares 253 $40.5K 0.01% -1,193 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 991 shares; 2024Q2: 980 shares; 2024Q3: 1,117 shares; 2024Q4: 422 shares; 2025Q1: 443 shares 443 $40.3K 0.01% +21 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 800 shares; 2024Q2: 789 shares; 2024Q3: 784 shares; 2024Q4: 1,128 shares; 2025Q1: 562 shares 562 $39.9K 0.01% -566 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6 shares; 2024Q2: 5 shares; 2024Q3: 7 shares; 2024Q4: 7 shares; 2025Q1: 91 shares 91 $39.8K 0.01% +84 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,696 shares; 2024Q2: 1,696 shares; 2024Q3: 1,696 shares; 2024Q4: 1,696 shares; 2025Q1: 1,696 shares 1,696 $39.8K 0.01% 0 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,437 shares 3,437 $38.5K 0.01% new Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 343 shares; 2024Q2: 272 shares; 2024Q3: 184 shares; 2024Q4: 92 shares; 2025Q1: 100 shares 100 $38.2K 0.01% +8 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,256 shares; 2024Q2: 1,121 shares; 2024Q3: 810 shares; 2024Q4: 818 shares; 2025Q1: 606 shares 606 $37.4K 0.01% -212 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 75 shares; 2024Q2: 100 shares; 2024Q3: 5 shares; 2024Q4: 9 shares; 2025Q1: 106 shares 106 $37.4K 0.01% +97 Timeline CODI COMPASS DIVERSIFIED More: the full row for COMPASS DIVERSIFIED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,000 shares; 2024Q2: 3,000 shares; 2024Q3: 3,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares 2,000 $37.3K 0.01% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,148 shares; 2024Q2: 1,235 shares; 2024Q3: 2,494 shares; 2024Q4: 2,440 shares; 2025Q1: 1,619 shares 1,619 $36.8K 0.01% -821 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,000 shares; 2024Q2: not reported; 2024Q3: 654 shares; 2024Q4: 341 shares; 2025Q1: 383 shares 383 $36.6K 0.01% +42 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,077 shares; 2024Q2: 1,077 shares; 2024Q3: 1,077 shares; 2024Q4: 1,077 shares; 2025Q1: 1,077 shares 1,077 $35.8K 0.01% 0 Timeline FDTX FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 312 shares; 2024Q2: 598 shares; 2024Q3: 849 shares; 2024Q4: 849 shares; 2025Q1: 1,126 shares 1,126 $35.5K 0.01% +277 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 177 shares; 2024Q2: 178 shares; 2024Q3: 181 shares; 2024Q4: 181 shares; 2025Q1: 179 shares 179 $35.4K 0.01% -2 Timeline WDI WESTERN ASSET DIVERSIFIED IN More: the full row for WESTERN ASSET DIVERSIFIED IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,369 shares; 2024Q2: 2,369 shares; 2024Q3: 2,369 shares; 2024Q4: 2,369 shares; 2025Q1: 2,369 shares 2,369 $34.2K 0.01% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 371 shares; 2024Q2: 361 shares; 2024Q3: 356 shares; 2024Q4: 344 shares; 2025Q1: 310 shares 310 $34.1K 0.01% -34 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 443 shares; 2024Q2: 441 shares; 2024Q3: 440 shares; 2024Q4: 486 shares; 2025Q1: 357 shares 357 $32.1K 0.01% -129 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 613 shares; 2024Q2: 617 shares; 2024Q3: 620 shares; 2024Q4: 625 shares; 2025Q1: 626 shares 626 $32K 0.01% +1 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 414 shares; 2024Q2: 460 shares; 2024Q3: 566 shares; 2024Q4: 590 shares; 2025Q1: 598 shares 598 $31.9K 0.01% +8 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 111 shares; 2024Q2: 71 shares; 2024Q3: 73 shares; 2024Q4: 76 shares; 2025Q1: 72 shares 72 $31.5K 0.01% -4 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,262 shares; 2024Q2: 1,839 shares; 2024Q3: 1,308 shares; 2024Q4: 227 shares; 2025Q1: 427 shares 427 $31.1K 0.01% +200 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 650 shares; 2024Q2: 650 shares; 2024Q3: 850 shares; 2024Q4: 850 shares; 2025Q1: 850 shares 850 $30.5K 0.01% 0 Timeline CLOI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 572 shares 572 $30.2K 0.01% new Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares 5,000 $30.1K 0.01% 0 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 370 shares; 2024Q2: 370 shares; 2024Q3: 370 shares; 2024Q4: 370 shares; 2025Q1: 370 shares 370 $29.5K 0.01% 0 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,208 shares; 2024Q2: 1,208 shares; 2024Q3: 668 shares; 2024Q4: 668 shares; 2025Q1: 358 shares 358 $29.5K 0.01% -310 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 106 shares; 2024Q2: 104 shares; 2024Q3: 104 shares; 2024Q4: 111 shares; 2025Q1: 111 shares 111 $29.4K 0.01% 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 61 shares; 2024Q3: 67 shares; 2024Q4: 67 shares; 2025Q1: 96 shares 96 $29.3K 0.01% +29 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 253 shares; 2024Q2: 257 shares; 2024Q3: 257 shares; 2024Q4: 231 shares; 2025Q1: 234 shares 234 $29.2K 0.01% +3 Timeline PJT PJT PARTNERS INC More: the full row for PJT PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 212 shares; 2024Q2: 212 shares; 2024Q3: 212 shares; 2024Q4: 212 shares; 2025Q1: 212 shares 212 $29.2K 0.01% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 318 shares; 2024Q2: 323 shares; 2024Q3: 318 shares; 2024Q4: 318 shares; 2025Q1: 318 shares 318 $29.2K 0.01% 0 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 320 shares; 2024Q2: 321 shares; 2024Q3: 201 shares; 2024Q4: 201 shares; 2025Q1: 154 shares 154 $29K 0.01% -47 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 750 shares; 2024Q2: 750 shares; 2024Q3: 750 shares; 2024Q4: 750 shares; 2025Q1: 750 shares 750 $28.7K 0.01% 0 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 113 shares; 2024Q2: 57 shares; 2024Q3: 56 shares; 2024Q4: 56 shares; 2025Q1: 59 shares 59 $28.6K 0.01% +3 Timeline AIRR 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 418 shares; 2024Q3: 419 shares; 2024Q4: 419 shares; 2025Q1: 419 shares 419 $28.6K 0.01% 0 Timeline ARGT GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 350 shares 350 $28.3K 0.01% new Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 33 shares; 2024Q2: 35 shares; 2024Q3: 37 shares; 2024Q4: 36 shares; 2025Q1: 35 shares 35 $28.1K 0.01% -1 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,195 shares; 2024Q2: 1,198 shares; 2024Q3: 1,227 shares; 2024Q4: 1,235 shares; 2025Q1: 734 shares 734 $27.8K 0.01% -501 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 484 shares; 2024Q2: 423 shares; 2024Q3: 511 shares; 2024Q4: 535 shares; 2025Q1: 587 shares 587 $27.6K 0.01% +52 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 176 shares; 2024Q2: 137 shares; 2024Q3: 55 shares; 2024Q4: 52 shares; 2025Q1: 45 shares 45 $27.5K 0.01% -7 Timeline FXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 765 shares; 2024Q4: 765 shares; 2025Q1: 765 shares 765 $27.4K 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 464 shares; 2024Q2: 335 shares; 2024Q3: 350 shares; 2024Q4: 335 shares; 2025Q1: 339 shares 339 $27.4K 0.01% +4 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 795 shares; 2024Q2: 793 shares; 2024Q3: 812 shares; 2024Q4: 937 shares; 2025Q1: 937 shares 937 $27.1K 0.01% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 877 shares; 2024Q2: 885 shares; 2024Q3: 917 shares; 2024Q4: 899 shares; 2025Q1: 919 shares 919 $27K 0.01% +20 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 549 shares; 2024Q2: 433 shares; 2024Q3: 434 shares; 2024Q4: 418 shares; 2025Q1: 327 shares 327 $26.7K 0.01% -91 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 49 shares; 2024Q2: 47 shares; 2024Q3: 49 shares; 2024Q4: 41 shares; 2025Q1: 42 shares 42 $26.6K 0.01% +1 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 11 shares; 2024Q2: 19 shares; 2024Q3: 134 shares; 2024Q4: 116 shares; 2025Q1: 122 shares 122 $26.5K 0.01% +6 Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,207 shares; 2024Q2: 1,207 shares; 2024Q3: 1,207 shares; 2024Q4: 1,207 shares; 2025Q1: 1,310 shares 1,310 $26.5K 0.01% +103 Timeline DSMC ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,362 shares; 2024Q2: 1,455 shares; 2024Q3: 1,627 shares; 2024Q4: 1,693 shares; 2025Q1: 834 shares 834 $26.3K 0.01% -859 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 65 shares; 2024Q2: 3,000 shares; 2024Q3: 3,020 shares; 2024Q4: 3,010 shares; 2025Q1: 2,953 shares 2,953 $25.7K 0.01% -57 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 106 shares; 2024Q2: 39 shares; 2024Q3: 45 shares; 2024Q4: 45 shares; 2025Q1: 45 shares 45 $25.4K 0.01% 0 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 59 shares; 2024Q2: 80 shares; 2024Q3: 86 shares; 2024Q4: 93 shares; 2025Q1: 120 shares 120 $25.3K 0.01% +27 Timeline RYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,674 shares; 2024Q2: 1,674 shares; 2024Q3: 1,674 shares; 2024Q4: 1,674 shares; 2025Q1: 1,674 shares 1,674 $25.3K 0.01% 0 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 982 shares; 2024Q2: 982 shares; 2024Q3: 982 shares; 2024Q4: 982 shares; 2025Q1: 982 shares 982 $25.1K 0.01% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 37 shares; 2024Q2: 34 shares; 2024Q3: 43 shares; 2024Q4: 63 shares; 2025Q1: 139 shares 139 $24.9K 0.01% +76 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 815 shares; 2024Q3: 815 shares; 2024Q4: 815 shares; 2025Q1: 325 shares 325 $24.7K 0.01% -490 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 277 shares; 2024Q2: 299 shares; 2024Q3: 364 shares; 2024Q4: 366 shares; 2025Q1: 399 shares 399 $24.7K 0.01% +33 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 377 shares; 2024Q2: 380 shares; 2024Q3: 382 shares; 2024Q4: 385 shares; 2025Q1: 315 shares 315 $24.7K 0.01% -70 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 717 shares; 2024Q2: 687 shares; 2024Q3: 698 shares; 2024Q4: 607 shares; 2025Q1: 598 shares 598 $24.5K 0.01% -9 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 131 shares; 2024Q4: 253 shares; 2025Q1: 320 shares 320 $23.9K 0.01% +67 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,178 shares; 2024Q2: 717 shares; 2024Q3: 722 shares; 2024Q4: 728 shares; 2025Q1: 397 shares 397 $23.3K 0.01% -331 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 191 shares; 2024Q2: 191 shares; 2024Q3: 191 shares; 2024Q4: 191 shares; 2025Q1: 191 shares 191 $23.3K 0.01% 0 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 492 shares; 2024Q2: 334 shares; 2024Q3: 250 shares; 2024Q4: 248 shares; 2025Q1: 231 shares 231 $23.2K <0.01% -17 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 431 shares; 2024Q2: 458 shares; 2024Q3: 490 shares; 2024Q4: 499 shares; 2025Q1: 289 shares 289 $23.2K <0.01% -210 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 249 shares; 2024Q2: 249 shares; 2024Q3: 648 shares; 2024Q4: 648 shares; 2025Q1: 771 shares 771 $23K <0.01% +123 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,000 shares; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,108 shares 1,108 $22.9K <0.01% +108 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 715 shares; 2024Q2: 600 shares; 2024Q3: 609 shares; 2024Q4: 609 shares; 2025Q1: 100 shares 100 $22.8K <0.01% -509 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 154 shares; 2024Q2: 154 shares; 2024Q3: 154 shares; 2024Q4: 154 shares; 2025Q1: 154 shares 154 $22.7K <0.01% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 214 shares; 2024Q2: 223 shares; 2024Q3: 198 shares; 2024Q4: 198 shares; 2025Q1: 202 shares 202 $22.5K <0.01% +4 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 987 shares; 2024Q2: 987 shares; 2024Q3: 987 shares; 2024Q4: 618 shares; 2025Q1: 618 shares 618 $22.5K <0.01% 0 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 516 shares; 2024Q4: 504 shares; 2025Q1: 493 shares 493 $22.2K <0.01% -11 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 158 shares; 2024Q2: 164 shares; 2024Q3: 172 shares; 2024Q4: 164 shares; 2025Q1: 180 shares 180 $21.6K <0.01% +16 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 106 shares 106 $21.5K <0.01% new Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 151 shares; 2024Q2: 154 shares; 2024Q3: 152 shares; 2024Q4: 118 shares; 2025Q1: 116 shares 116 $21.3K <0.01% -2 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 152 shares; 2024Q2: 145 shares; 2024Q3: 151 shares; 2024Q4: 159 shares; 2025Q1: 44 shares 44 $20.8K <0.01% -115 Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 390 shares; 2024Q2: 392 shares; 2024Q3: 264 shares; 2024Q4: 189 shares; 2025Q1: 157 shares 157 $20.7K <0.01% -32 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 1,460 shares; 2024Q3: 1,473 shares; 2024Q4: 1,484 shares; 2025Q1: 1,510 shares 1,510 $20.3K <0.01% +26 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,245 shares; 2024Q2: 2,123 shares; 2024Q3: 888 shares; 2024Q4: 236 shares; 2025Q1: 205 shares 205 $20.1K <0.01% -31 Timeline TILE INTERFACE INC More: the full row for INTERFACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 1,002 shares; 2024Q3: 1,003 shares; 2024Q4: 1,003 shares; 2025Q1: 1,003 shares 1,003 $19.9K <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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 823 shares; 2024Q2: 365 shares; 2024Q3: 256 shares; 2024Q4: 180 shares; 2025Q1: 180 shares 180 $19.8K <0.01% 0 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 200 shares; 2024Q2: 200 shares; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares 200 $19.5K <0.01% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 177 shares; 2024Q2: 179 shares; 2024Q3: 191 shares; 2024Q4: 193 shares; 2025Q1: 194 shares 194 $19.2K <0.01% +1 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 114 shares; 2024Q2: 120 shares; 2024Q3: 142 shares; 2024Q4: 142 shares; 2025Q1: 148 shares 148 $19.2K <0.01% +6 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,546 shares; 2024Q2: 1,554 shares; 2024Q3: 924 shares; 2024Q4: 925 shares; 2025Q1: 174 shares 174 $19.1K <0.01% -751 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 35 shares; 2024Q2: 35 shares; 2024Q3: 36 shares; 2024Q4: 23 shares; 2025Q1: 28 shares 28 $19K <0.01% +5 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 319 shares; 2024Q4: 319 shares; 2025Q1: 319 shares 319 $18.9K <0.01% 0 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 154 shares; 2024Q2: 154 shares; 2024Q3: 155 shares; 2024Q4: 157 shares; 2025Q1: 157 shares 157 $18.7K <0.01% 0 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 262 shares; 2024Q2: 249 shares; 2024Q3: 249 shares; 2024Q4: 224 shares; 2025Q1: 145 shares 145 $18.6K <0.01% -79 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1 shares; 2024Q2: not reported; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 35 shares 35 $18.4K <0.01% +34 Timeline RDVY 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 308 shares; 2024Q2: 309 shares; 2024Q3: 311 shares; 2024Q4: 313 shares; 2025Q1: 314 shares 314 $18.4K <0.01% +1 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 350 shares; 2024Q2: 350 shares; 2024Q3: 350 shares; 2024Q4: 350 shares; 2025Q1: 350 shares 350 $18.2K <0.01% 0 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 61 shares; 2024Q2: 72 shares; 2024Q3: 64 shares; 2024Q4: 74 shares; 2025Q1: 83 shares 83 $18.2K <0.01% +9 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 76 shares; 2024Q2: 81 shares; 2024Q3: 80 shares; 2024Q4: 24 shares; 2025Q1: 27 shares 27 $18.1K <0.01% +3 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 209 shares; 2024Q2: 212 shares; 2024Q3: 214 shares; 2024Q4: 215 shares; 2025Q1: 214 shares 214 $17.6K <0.01% -1 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 53 shares; 2024Q2: 53 shares; 2024Q3: 55 shares; 2024Q4: 48 shares; 2025Q1: 49 shares 49 $16.9K <0.01% +1 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 154 shares; 2024Q2: 155 shares; 2024Q3: 156 shares; 2024Q4: 409 shares; 2025Q1: 196 shares 196 $16.2K <0.01% -213 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 666 shares; 2024Q2: 562 shares; 2024Q3: 602 shares; 2024Q4: 677 shares; 2025Q1: 667 shares 667 $16K <0.01% -10 Timeline OGN ORGANON & CO More: the full row for ORGANON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,050 shares; 2024Q2: 1,050 shares; 2024Q3: 1,070 shares; 2024Q4: 1,070 shares; 2025Q1: 1,070 shares 1,070 $15.9K <0.01% 0 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 112 shares; 2024Q4: 113 shares; 2025Q1: 113 shares 113 $15.9K <0.01% 0 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 396 shares; 2024Q2: 231 shares; 2024Q3: 217 shares; 2024Q4: 217 shares; 2025Q1: 202 shares 202 $15.7K <0.01% -15 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 201 shares; 2024Q2: 210 shares; 2024Q3: 206 shares; 2024Q4: 207 shares; 2025Q1: 212 shares 212 $15.6K <0.01% +5 Timeline FELV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 498 shares; 2024Q2: 499 shares; 2024Q3: 502 shares; 2024Q4: 504 shares; 2025Q1: 506 shares 506 $15.5K <0.01% +2 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 271 shares; 2024Q2: 271 shares; 2024Q3: 271 shares; 2024Q4: 271 shares; 2025Q1: 271 shares 271 $15.5K <0.01% 0 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 189 shares; 2024Q2: 190 shares; 2024Q3: 190 shares; 2024Q4: 186 shares; 2025Q1: 185 shares 185 $15.5K <0.01% -1 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 295 shares; 2024Q2: 311 shares; 2024Q3: 262 shares; 2024Q4: 213 shares; 2025Q1: 209 shares 209 $15.3K <0.01% -4 Timeline CVRX CVRX INC More: the full row for CVRX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 1,237 shares; 2024Q3: 1,237 shares; 2024Q4: 1,237 shares; 2025Q1: 1,237 shares 1,237 $15.1K <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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,865 shares; 2024Q2: 4,664 shares; 2024Q3: 963 shares; 2024Q4: 532 shares; 2025Q1: 1,101 shares 1,101 $15K <0.01% +569 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 0 shares; 2024Q2: 298 shares; 2024Q3: 224 shares; 2024Q4: 226 shares; 2025Q1: 279 shares 279 $14.9K <0.01% +53 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 148 shares; 2024Q2: 111 shares; 2024Q3: 155 shares; 2024Q4: 155 shares; 2025Q1: 153 shares 153 $14.7K <0.01% -2 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 539 shares; 2024Q2: 548 shares; 2024Q3: 556 shares; 2024Q4: 567 shares; 2025Q1: 571 shares 571 $14.6K <0.01% +4 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 73 shares; 2024Q2: 74 shares; 2024Q3: 74 shares; 2024Q4: 74 shares; 2025Q1: 74 shares 74 $14.6K <0.01% 0 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3 shares; 2024Q2: 3 shares; 2024Q3: 3 shares; 2024Q4: not reported; 2025Q1: 2 shares 2 $14.5K <0.01% new 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 83 shares; 2024Q2: 84 shares; 2024Q3: 128 shares; 2024Q4: 129 shares; 2025Q1: 130 shares 130 $14.5K <0.01% +1 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 221 shares; 2024Q2: 221 shares; 2024Q3: 265 shares; 2024Q4: 265 shares; 2025Q1: 235 shares 235 $14.3K <0.01% -30 Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 155 shares; 2024Q2: 156 shares; 2024Q3: 157 shares; 2024Q4: 158 shares; 2025Q1: 157 shares 157 $14.2K <0.01% -1 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,072 shares; 2024Q2: 1,095 shares; 2024Q3: 964 shares; 2024Q4: 1,056 shares; 2025Q1: 408 shares 408 $13.8K <0.01% -648 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 59 shares; 2024Q4: 76 shares; 2025Q1: 86 shares 86 $13.8K <0.01% +10 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 155 shares; 2024Q2: 73 shares; 2024Q3: 77 shares; 2024Q4: 49 shares; 2025Q1: 50 shares 50 $13.8K <0.01% +1 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 75 shares; 2024Q4: 75 shares; 2025Q1: 135 shares 135 $13.5K <0.01% +60 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 41 shares; 2024Q2: 40 shares; 2024Q3: 45 shares; 2024Q4: 45 shares; 2025Q1: 50 shares 50 $13.5K <0.01% +5 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 334 shares; 2024Q2: 337 shares; 2024Q3: 347 shares; 2024Q4: 342 shares; 2025Q1: 329 shares 329 $13.4K <0.01% -13 Timeline IGPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 179 shares; 2024Q4: 179 shares; 2025Q1: 329 shares 329 $13.3K <0.01% +150 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 102 shares; 2024Q2: 104 shares; 2024Q3: 104 shares; 2024Q4: 104 shares; 2025Q1: 105 shares 105 $13.3K <0.01% +1 Timeline