AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 100,236 shares; 2025Q1: 103,737 shares; 2025Q2: 101,851 shares; 2025Q3: 99,651 shares; 2025Q4: 99,500 shares 99,500 $27.1M 6.34% -151 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 41,086 shares; 2025Q1: 42,949 shares; 2025Q2: 32,066 shares; 2025Q3: 32,693 shares; 2025Q4: 32,420 shares 32,420 $15.7M 3.67% -273 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 80,732 shares; 2025Q4: 78,389 shares 78,389 $13.5M 3.16% -2,343 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 41,961 shares; 2025Q1: 36,506 shares; 2025Q2: 37,797 shares; 2025Q3: 38,829 shares; 2025Q4: 39,943 shares 39,943 $12.5M 2.93% +1,114 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,413 shares; 2025Q1: 14,218 shares; 2025Q2: 25,452 shares; 2025Q3: 32,141 shares; 2025Q4: 34,339 shares 34,339 $11.9M 2.79% +2,198 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 168,500 shares; 2025Q1: 126,257 shares; 2025Q2: 75,576 shares; 2025Q3: 98,217 shares; 2025Q4: 61,497 shares 61,497 $11.5M 2.69% -36,720 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 38,399 shares; 2025Q4: 37,842 shares 37,842 $10.4M 2.44% -557 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,799 shares; 2025Q1: 15,616 shares; 2025Q2: 15,627 shares; 2025Q3: 15,251 shares; 2025Q4: 15,061 shares 15,061 $10.3M 2.42% -190 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36,236 shares; 2025Q1: 40,545 shares; 2025Q2: 42,970 shares; 2025Q3: 42,476 shares; 2025Q4: 42,897 shares 42,897 $9.9M 2.32% +421 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,441 shares; 2025Q1: 31,130 shares; 2025Q2: 32,140 shares; 2025Q3: 32,275 shares; 2025Q4: 30,392 shares 30,392 $9.79M 2.3% -1,883 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,822 shares 31,822 $9.08M 2.13% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 52,117 shares; 2025Q1: 53,054 shares; 2025Q2: 52,254 shares; 2025Q3: 44,180 shares; 2025Q4: 43,485 shares 43,485 $8.92M 2.09% -695 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,000 shares; 2025Q1: 82,699 shares; 2025Q2: 85,168 shares; 2025Q3: 72,801 shares; 2025Q4: 49,370 shares 49,370 $8.78M 2.06% -23,431 Timeline GBFH GBANK FINL HLDGS INC More: the full row for GBANK FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 203,600 shares; 2025Q3: 208,750 shares; 2025Q4: 219,350 shares 219,350 $7.43M 1.74% +10,600 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 38,640 shares; 2025Q3: 40,519 shares; 2025Q4: 53,682 shares 53,682 $7.25M 1.7% +13,163 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 51,039 shares 51,039 $7.22M 1.69% new Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,629 shares 5,629 $6.84M 1.6% new Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,255 shares; 2025Q1: 28,935 shares; 2025Q2: 29,287 shares; 2025Q3: 29,654 shares; 2025Q4: 28,852 shares 28,852 $5.97M 1.4% -802 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,056 shares; 2025Q1: 8,614 shares; 2025Q2: 8,038 shares; 2025Q3: 8,492 shares; 2025Q4: 8,447 shares 8,447 $5.76M 1.35% -45 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,752 shares; 2025Q1: 36,629 shares; 2025Q2: 37,491 shares; 2025Q3: 37,106 shares; 2025Q4: 37,769 shares 37,769 $5.76M 1.35% +663 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,934 shares; 2025Q4: 8,191 shares 8,191 $5.54M 1.3% +257 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,345 shares; 2025Q1: 2,350 shares; 2025Q2: 2,334 shares; 2025Q3: 17,332 shares; 2025Q4: 17,952 shares 17,952 $5.53M 1.3% +620 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,309 shares; 2025Q1: 6,311 shares; 2025Q2: 6,803 shares; 2025Q3: 6,047 shares; 2025Q4: 5,967 shares 5,967 $5.24M 1.23% -80 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,437 shares 17,437 $4.94M 1.16% new Timeline VICR VICOR CORP More: the full row for VICOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,000 shares; 2025Q1: 36,500 shares; 2025Q2: 44,900 shares; 2025Q3: 45,700 shares; 2025Q4: 44,200 shares 44,200 $4.84M 1.14% -1,500 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,840 shares; 2025Q3: 3,840 shares; 2025Q4: 54,711 shares 54,711 $4.79M 1.12% +50,871 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,614 shares 21,614 $4.18M 0.98% new Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,170 shares; 2025Q1: 6,786 shares; 2025Q2: 5,877 shares; 2025Q3: 5,746 shares; 2025Q4: 6,981 shares 6,981 $4M 0.94% +1,235 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,799 shares; 2025Q1: 8,529 shares; 2025Q2: 8,107 shares; 2025Q3: 8,017 shares; 2025Q4: 7,786 shares 7,786 $3.91M 0.92% -231 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,100 shares; 2025Q1: 21,102 shares; 2025Q2: 21,771 shares; 2025Q3: 22,158 shares; 2025Q4: 24,043 shares 24,043 $3.45M 0.81% +1,885 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 34,461 shares; 2025Q1: 35,803 shares; 2025Q2: 35,418 shares; 2025Q3: 35,448 shares; 2025Q4: 35,505 shares 35,505 $3.42M 0.8% +57 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,601 shares; 2025Q1: 27,289 shares; 2025Q2: 30,117 shares; 2025Q3: 29,752 shares; 2025Q4: 29,482 shares 29,482 $3.35M 0.79% -270 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,038 shares; 2025Q1: 10,653 shares; 2025Q2: 10,201 shares; 2025Q3: 10,057 shares; 2025Q4: 10,113 shares 10,113 $3.17M 0.74% +56 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,903 shares; 2025Q1: 4,398 shares; 2025Q2: 4,365 shares; 2025Q3: 4,350 shares; 2025Q4: 5,050 shares 5,050 $3.1M 0.73% +700 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,627 shares; 2025Q1: 11,519 shares; 2025Q2: 13,006 shares; 2025Q3: 13,468 shares; 2025Q4: 13,416 shares 13,416 $3.07M 0.72% -52 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,852 shares; 2025Q1: 1,769 shares; 2025Q2: 1,961 shares; 2025Q3: 2,222 shares; 2025Q4: 2,821 shares 2,821 $3.03M 0.71% +599 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,723 shares; 2025Q1: 23,514 shares; 2025Q2: 24,159 shares; 2025Q3: 22,803 shares; 2025Q4: 22,804 shares 22,804 $3.03M 0.71% +1 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,425 shares; 2025Q1: 14,894 shares; 2025Q2: 19,131 shares; 2025Q3: 19,537 shares; 2025Q4: 18,975 shares 18,975 $2.72M 0.64% -562 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,012 shares; 2025Q1: 38,358 shares; 2025Q2: 45,276 shares; 2025Q3: 46,406 shares; 2025Q4: 47,015 shares 47,015 $2.69M 0.63% +609 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 49,534 shares; 2025Q1: 49,253 shares; 2025Q2: 48,410 shares; 2025Q3: 47,328 shares; 2025Q4: 47,340 shares 47,340 $2.6M 0.61% +12 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,611 shares; 2025Q1: 20,198 shares; 2025Q2: 20,321 shares; 2025Q3: 20,359 shares; 2025Q4: 20,293 shares 20,293 $2.44M 0.57% -66 Timeline HEDG SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 80,784 shares 80,784 $2.37M 0.56% new Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,384 shares; 2025Q1: 9,606 shares; 2025Q2: 11,157 shares; 2025Q3: 11,154 shares; 2025Q4: 9,489 shares 9,489 $2.34M 0.55% -1,665 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,888 shares; 2025Q1: 24,833 shares; 2025Q2: 29,179 shares; 2025Q3: 29,050 shares; 2025Q4: 29,050 shares 29,050 $2.33M 0.55% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,118 shares; 2025Q1: 12,420 shares; 2025Q2: 12,399 shares; 2025Q3: 12,398 shares; 2025Q4: 12,386 shares 12,386 $2.27M 0.53% -12 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,333 shares; 2025Q1: 29,254 shares; 2025Q2: 28,074 shares; 2025Q3: 28,226 shares; 2025Q4: 27,277 shares 27,277 $2.1M 0.49% -949 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,756 shares; 2025Q1: 5,884 shares; 2025Q2: 5,991 shares; 2025Q3: 6,268 shares; 2025Q4: 6,253 shares 6,253 $2.05M 0.48% -15 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 55,803 shares; 2025Q1: 55,734 shares; 2025Q2: 55,604 shares; 2025Q3: 55,304 shares; 2025Q4: 55,304 shares 55,304 $2M 0.47% 0 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,451 shares; 2025Q3: 11,451 shares; 2025Q4: 11,451 shares 11,451 $1.9M 0.45% 0 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,846 shares; 2025Q1: 24,938 shares; 2025Q2: 25,087 shares; 2025Q3: 25,192 shares; 2025Q4: 25,555 shares 25,555 $1.88M 0.44% +363 Timeline TTI TETRA TECHNOLOGIES INC DEL More: the full row for TETRA TECHNOLOGIES INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 210,000 shares; 2025Q1: 198,400 shares; 2025Q2: 198,400 shares; 2025Q3: 198,400 shares; 2025Q4: 198,340 shares 198,340 $1.86M 0.44% -60 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 107,463 shares; 2025Q1: 97,111 shares; 2025Q2: 98,039 shares; 2025Q3: 103,153 shares; 2025Q4: 112,667 shares 112,667 $1.86M 0.44% +9,514 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,347 shares; 2025Q1: 24,726 shares; 2025Q2: 30,226 shares; 2025Q3: 30,409 shares; 2025Q4: 30,929 shares 30,929 $1.8M 0.42% +520 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,737 shares; 2025Q1: 8,353 shares; 2025Q2: 8,395 shares; 2025Q3: 8,411 shares; 2025Q4: 8,444 shares 8,444 $1.79M 0.42% +33 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,953 shares; 2025Q1: 25,698 shares; 2025Q2: 25,839 shares; 2025Q3: 27,378 shares; 2025Q4: 26,579 shares 26,579 $1.75M 0.41% -799 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,336 shares; 2025Q1: 5,151 shares; 2025Q2: 5,141 shares; 2025Q3: 5,137 shares; 2025Q4: 5,140 shares 5,140 $1.72M 0.4% +3 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,059 shares; 2025Q1: 13,790 shares; 2025Q2: 13,655 shares; 2025Q3: 13,570 shares; 2025Q4: 13,573 shares 13,573 $1.67M 0.39% +3 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,404 shares; 2025Q1: 14,591 shares; 2025Q2: 13,904 shares; 2025Q3: 14,914 shares; 2025Q4: 14,733 shares 14,733 $1.64M 0.38% -181 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,263 shares; 2025Q1: 43,732 shares; 2025Q2: 42,472 shares; 2025Q3: 43,787 shares; 2025Q4: 39,427 shares 39,427 $1.61M 0.38% -4,360 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,227 shares; 2025Q1: 3,394 shares; 2025Q2: 3,395 shares; 2025Q3: 3,193 shares; 2025Q4: 3,194 shares 3,194 $1.56M 0.37% +1 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,137 shares; 2025Q1: 2,893 shares; 2025Q2: 3,967 shares; 2025Q3: 4,385 shares; 2025Q4: 4,350 shares 4,350 $1.54M 0.36% -35 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,990 shares; 2025Q1: 5,995 shares; 2025Q2: 6,166 shares; 2025Q3: 6,095 shares; 2025Q4: 6,095 shares 6,095 $1.53M 0.36% 0 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,073 shares; 2025Q1: 27,546 shares; 2025Q2: 28,233 shares; 2025Q3: 27,964 shares; 2025Q4: 28,214 shares 28,214 $1.52M 0.36% +250 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,297 shares; 2025Q1: 11,238 shares; 2025Q2: 10,757 shares; 2025Q3: 13,579 shares; 2025Q4: 14,118 shares 14,118 $1.49M 0.35% +539 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,115 shares; 2025Q1: 2,362 shares; 2025Q2: 2,363 shares; 2025Q3: 2,363 shares; 2025Q4: 2,364 shares 2,364 $1.48M 0.35% +1 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,671 shares; 2025Q1: 3,313 shares; 2025Q2: 3,272 shares; 2025Q3: 3,233 shares; 2025Q4: 3,083 shares 3,083 $1.46M 0.34% -150 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,064 shares; 2025Q1: 23,101 shares; 2025Q2: 23,633 shares; 2025Q3: 23,250 shares; 2025Q4: 23,262 shares 23,262 $1.45M 0.34% +12 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,441 shares; 2025Q1: 8,743 shares; 2025Q2: 8,672 shares; 2025Q3: 8,826 shares; 2025Q4: 8,826 shares 8,826 $1.44M 0.34% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,064 shares; 2025Q2: 11,323 shares; 2025Q3: 12,303 shares; 2025Q4: 1,981 shares 1,981 $1.29M 0.3% -10,322 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,519 shares; 2025Q1: 2,316 shares; 2025Q2: 2,298 shares; 2025Q3: 2,634 shares; 2025Q4: 2,634 shares 2,634 $1.27M 0.3% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,312 shares; 2025Q1: 18,771 shares; 2025Q2: 18,504 shares; 2025Q3: 18,921 shares; 2025Q4: 17,907 shares 17,907 $1.25M 0.29% -1,014 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,979 shares; 2025Q1: 13,658 shares; 2025Q2: 13,397 shares; 2025Q3: 13,043 shares; 2025Q4: 13,009 shares 13,009 $1.25M 0.29% -34 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,188 shares; 2025Q1: 4,035 shares; 2025Q2: 4,167 shares; 2025Q3: 4,265 shares; 2025Q4: 4,266 shares 4,266 $1.24M 0.29% +1 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,670 shares; 2025Q1: 3,642 shares; 2025Q2: 3,440 shares; 2025Q3: 3,611 shares; 2025Q4: 3,482 shares 3,482 $1.22M 0.29% -129 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,544 shares; 2025Q1: 6,340 shares; 2025Q2: 6,248 shares; 2025Q3: 5,939 shares; 2025Q4: 7,859 shares 7,859 $1.21M 0.28% +1,920 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,741 shares; 2025Q1: 5,651 shares; 2025Q2: 5,598 shares; 2025Q3: 5,576 shares; 2025Q4: 5,578 shares 5,578 $1.18M 0.28% +2 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,718 shares; 2025Q1: 5,718 shares; 2025Q2: 5,719 shares; 2025Q3: 5,719 shares; 2025Q4: 5,719 shares 5,719 $1.14M 0.27% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,139 shares; 2025Q1: 5,039 shares; 2025Q2: 5,039 shares; 2025Q3: 5,962 shares; 2025Q4: 7,962 shares 7,962 $1.12M 0.26% +2,000 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,229 shares; 2025Q1: 5,057 shares; 2025Q2: 5,057 shares; 2025Q3: 5,057 shares; 2025Q4: 9,470 shares 9,470 $1.11M 0.26% +4,413 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,737 shares; 2025Q1: 29,714 shares; 2025Q2: 28,438 shares; 2025Q3: 29,665 shares; 2025Q4: 20,473 shares 20,473 $1.1M 0.26% -9,192 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,162 shares; 2025Q1: 10,372 shares; 2025Q2: 1,629 shares; 2025Q3: 1,680 shares; 2025Q4: 1,662 shares 1,662 $1.1M 0.26% -18 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,871 shares; 2025Q1: 8,023 shares; 2025Q2: 9,325 shares; 2025Q3: 9,353 shares; 2025Q4: 3,783 shares 3,783 $1.09M 0.26% -5,570 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 59,981 shares; 2025Q1: 64,989 shares; 2025Q2: 64,096 shares; 2025Q3: 64,543 shares; 2025Q4: 43,876 shares 43,876 $1.09M 0.26% -20,667 Timeline LIVN LIVANOVA PLC More: the full row for LIVANOVA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 17,000 shares; 2025Q2: 19,600 shares; 2025Q3: 17,600 shares; 2025Q4: 17,600 shares 17,600 $1.08M 0.25% 0 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,596 shares; 2025Q1: 9,771 shares; 2025Q2: 9,859 shares; 2025Q3: 12,462 shares; 2025Q4: 12,885 shares 12,885 $1.07M 0.25% +423 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,026 shares; 2025Q1: 2,022 shares; 2025Q2: 2,113 shares; 2025Q3: 2,095 shares; 2025Q4: 2,060 shares 2,060 $1.05M 0.25% -35 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 715 shares; 2025Q1: 2,348 shares; 2025Q2: 2,821 shares; 2025Q3: 2,880 shares; 2025Q4: 3,002 shares 3,002 $1.05M 0.25% +122 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,161 shares; 2025Q1: 3,172 shares; 2025Q2: 3,143 shares; 2025Q3: 3,184 shares; 2025Q4: 3,009 shares 3,009 $1.04M 0.24% -175 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,742 shares; 2025Q1: 2,979 shares; 2025Q2: 2,891 shares; 2025Q3: 2,258 shares; 2025Q4: 2,278 shares 2,278 $1.02M 0.24% +20 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,988 shares; 2025Q1: 9,532 shares; 2025Q2: 9,565 shares; 2025Q3: 9,687 shares; 2025Q4: 9,688 shares 9,688 $1.01M 0.24% +1 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,130 shares; 2025Q1: 11,354 shares; 2025Q2: 11,475 shares; 2025Q3: 12,041 shares; 2025Q4: 12,634 shares 12,634 $1.01M 0.24% +593 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,141 shares; 2025Q1: 11,829 shares; 2025Q2: 11,883 shares; 2025Q3: 12,677 shares; 2025Q4: 12,681 shares 12,681 $999K 0.23% +4 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 5,777 shares; 2025Q2: 18,704 shares; 2025Q3: 18,803 shares; 2025Q4: 18,751 shares 18,751 $952K 0.22% -52 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,675 shares; 2025Q1: 7,651 shares; 2025Q2: 7,651 shares; 2025Q3: 7,980 shares; 2025Q4: 8,010 shares 8,010 $939K 0.22% +30 Timeline XSCDX LMP CAP & INCOME FD INC More: the full row for LMP CAP & INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 49,102 shares; 2025Q1: 47,402 shares; 2025Q2: 52,652 shares; 2025Q3: 56,387 shares; 2025Q4: 61,816 shares 61,816 $915K 0.21% +5,429 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,243 shares 11,243 $914K 0.21% new Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,889 shares; 2025Q1: 29,419 shares; 2025Q2: 30,283 shares; 2025Q3: 31,623 shares; 2025Q4: 32,586 shares 32,586 $896K 0.21% +963 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,609 shares; 2025Q1: 1,268 shares; 2025Q2: 1,268 shares; 2025Q3: 1,173 shares; 2025Q4: 1,173 shares 1,173 $885K 0.21% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,584 shares; 2025Q1: 5,531 shares; 2025Q2: 5,140 shares; 2025Q3: 5,030 shares; 2025Q4: 4,972 shares 4,972 $883K 0.21% -58 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,078 shares; 2025Q1: 7,859 shares; 2025Q2: 7,861 shares; 2025Q3: 7,614 shares; 2025Q4: 7,615 shares 7,615 $837K 0.2% +1 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,192 shares; 2025Q1: 4,215 shares; 2025Q2: 4,215 shares; 2025Q3: 4,217 shares; 2025Q4: 4,217 shares 4,217 $835K 0.2% 0 Timeline DYAI DYADIC INTL INC DEL More: the full row for DYADIC INTL INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 868,301 shares; 2025Q1: 842,849 shares; 2025Q2: 882,849 shares; 2025Q3: 932,004 shares; 2025Q4: 888,004 shares 888,004 $835K 0.2% -44,000 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,687 shares; 2025Q1: 4,687 shares; 2025Q2: 4,747 shares; 2025Q3: 4,706 shares; 2025Q4: 4,706 shares 4,706 $835K 0.2% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,618 shares; 2025Q1: 4,973 shares; 2025Q2: 4,978 shares; 2025Q3: 5,563 shares; 2025Q4: 5,539 shares 5,539 $824K 0.19% -24 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,227 shares; 2025Q1: 2,229 shares; 2025Q2: 2,217 shares; 2025Q3: 2,218 shares; 2025Q4: 2,212 shares 2,212 $818K 0.19% -6 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,000 shares; 2025Q1: 5,013 shares; 2025Q2: 4,913 shares; 2025Q3: 4,913 shares; 2025Q4: 4,913 shares 4,913 $793K 0.19% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,828 shares; 2025Q1: 1,763 shares; 2025Q2: 1,663 shares; 2025Q3: 1,663 shares; 2025Q4: 1,663 shares 1,663 $774K 0.18% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,141 shares; 2025Q1: 3,966 shares; 2025Q2: 3,847 shares; 2025Q3: 6,135 shares; 2025Q4: 3,863 shares 3,863 $753K 0.18% -2,272 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,184 shares; 2025Q1: 13,379 shares; 2025Q2: 13,353 shares; 2025Q3: 13,628 shares; 2025Q4: 12,979 shares 12,979 $748K 0.18% -649 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,588 shares; 2025Q1: 2,715 shares; 2025Q2: 2,715 shares; 2025Q3: 2,855 shares; 2025Q4: 3,438 shares 3,438 $746K 0.17% +583 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,082 shares; 2025Q1: 2,530 shares; 2025Q2: 3,340 shares; 2025Q3: 3,190 shares; 2025Q4: 3,049 shares 3,049 $735K 0.17% -141 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,628 shares; 2025Q1: 5,408 shares; 2025Q2: 5,408 shares; 2025Q3: 5,408 shares; 2025Q4: 5,408 shares 5,408 $731K 0.17% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 409 shares; 2025Q1: 1,154 shares; 2025Q2: 1,152 shares; 2025Q3: 1,257 shares; 2025Q4: 1,278 shares 1,278 $729K 0.17% +21 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 453 shares; 2025Q1: 1,163 shares; 2025Q2: 1,163 shares; 2025Q3: 1,363 shares; 2025Q4: 1,389 shares 1,389 $726K 0.17% +26 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,585 shares; 2025Q1: 4,514 shares; 2025Q2: 4,607 shares; 2025Q3: 5,980 shares; 2025Q4: 5,970 shares 5,970 $718K 0.17% -10 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,906 shares; 2025Q1: 8,868 shares; 2025Q2: 8,723 shares; 2025Q3: 8,655 shares; 2025Q4: 7,961 shares 7,961 $704K 0.17% -694 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,069 shares; 2025Q1: 9,370 shares; 2025Q2: 9,618 shares; 2025Q3: 10,295 shares; 2025Q4: 10,472 shares 10,472 $704K 0.16% +177 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,505 shares; 2025Q1: 10,785 shares; 2025Q2: 10,955 shares; 2025Q3: 11,802 shares; 2025Q4: 11,682 shares 11,682 $702K 0.16% -120 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,397 shares; 2025Q1: 20,538 shares; 2025Q2: 27,055 shares; 2025Q3: 25,407 shares; 2025Q4: 25,429 shares 25,429 $698K 0.16% +22 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,803 shares; 2025Q1: 4,694 shares; 2025Q2: 4,644 shares; 2025Q3: 4,644 shares; 2025Q4: 4,800 shares 4,800 $689K 0.16% +156 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,486 shares; 2025Q1: 5,486 shares; 2025Q2: 5,486 shares; 2025Q3: 5,486 shares; 2025Q4: 5,486 shares 5,486 $667K 0.16% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,677 shares; 2025Q1: 3,334 shares; 2025Q2: 3,353 shares; 2025Q3: 3,126 shares; 2025Q4: 3,136 shares 3,136 $660K 0.15% +10 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,080 shares; 2025Q1: 2,100 shares; 2025Q2: 2,093 shares; 2025Q3: 2,247 shares; 2025Q4: 2,134 shares 2,134 $649K 0.15% -113 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 13,400 shares; 2025Q2: 13,400 shares; 2025Q3: 13,400 shares; 2025Q4: 13,623 shares 13,623 $645K 0.15% +223 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,341 shares; 2025Q1: 23,923 shares; 2025Q2: 167,181 shares; 2025Q3: 44,009 shares; 2025Q4: 25,938 shares 25,938 $644K 0.15% -18,071 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,896 shares; 2025Q1: 3,622 shares; 2025Q2: 3,457 shares; 2025Q3: 3,465 shares; 2025Q4: 3,360 shares 3,360 $632K 0.15% -105 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,925 shares; 2025Q1: 5,453 shares; 2025Q2: 5,099 shares; 2025Q3: 5,099 shares; 2025Q4: 5,020 shares 5,020 $629K 0.15% -79 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,299 shares; 2025Q1: 17,618 shares; 2025Q2: 17,618 shares; 2025Q3: 19,618 shares; 2025Q4: 19,618 shares 19,618 $629K 0.15% 0 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,071 shares; 2025Q1: 1,170 shares; 2025Q2: 1,170 shares; 2025Q3: 2,196 shares; 2025Q4: 2,096 shares 2,096 $621K 0.15% -100 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,823 shares; 2025Q1: 6,865 shares; 2025Q2: 6,555 shares; 2025Q3: 6,622 shares; 2025Q4: 7,267 shares 7,267 $620K 0.15% +645 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 11,315 shares; 2025Q2: 11,315 shares; 2025Q3: 11,315 shares; 2025Q4: 11,415 shares 11,415 $617K 0.14% +100 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 797 shares; 2025Q1: 721 shares; 2025Q2: 785 shares; 2025Q3: 717 shares; 2025Q4: 715 shares 715 $617K 0.14% -2 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,688 shares; 2025Q1: 2,472 shares; 2025Q2: 2,417 shares; 2025Q3: 2,284 shares; 2025Q4: 2,287 shares 2,287 $590K 0.14% +3 Timeline MEGI NYLIM CBRE GLOBAL More: the full row for NYLIM CBRE GLOBAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 11,500 shares; 2025Q2: 39,650 shares; 2025Q3: 40,150 shares; 2025Q4: 42,650 shares 42,650 $587K 0.14% +2,500 Timeline MLRG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,886 shares; 2025Q1: 6,587 shares; 2025Q2: 6,587 shares; 2025Q3: 6,188 shares; 2025Q4: 6,189 shares 6,189 $584K 0.14% +1 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,889 shares; 2025Q1: 18,933 shares; 2025Q2: 15,468 shares; 2025Q3: 15,168 shares; 2025Q4: 15,518 shares 15,518 $573K 0.13% +350 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,527 shares; 2025Q1: 5,390 shares; 2025Q2: 5,390 shares; 2025Q3: 5,180 shares; 2025Q4: 7,249 shares 7,249 $565K 0.13% +2,069 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,430 shares; 2025Q1: 9,959 shares; 2025Q2: 8,057 shares; 2025Q3: 8,063 shares; 2025Q4: 8,850 shares 8,850 $564K 0.13% +787 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,900 shares; 2025Q1: 4,304 shares; 2025Q2: 4,914 shares; 2025Q3: 6,291 shares; 2025Q4: 6,291 shares 6,291 $563K 0.13% 0 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 12,095 shares; 2025Q2: 12,095 shares; 2025Q3: 12,095 shares; 2025Q4: 11,095 shares 11,095 $561K 0.13% -1,000 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,689 shares; 2025Q4: 9,285 shares 9,285 $545K 0.13% +5,596 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 45,370 shares; 2025Q1: not reported; 2025Q2: 33,781 shares; 2025Q3: 3,366 shares; 2025Q4: 3,424 shares 3,424 $545K 0.13% +58 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,178 shares 4,178 $534K 0.13% new Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,685 shares; 2025Q1: 1,645 shares; 2025Q2: 1,645 shares; 2025Q3: 1,646 shares; 2025Q4: 1,645 shares 1,645 $531K 0.12% -1 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,883 shares; 2025Q1: 4,098 shares; 2025Q2: 3,878 shares; 2025Q3: 3,880 shares; 2025Q4: 3,879 shares 3,879 $513K 0.12% -1 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,805 shares; 2025Q1: 3,805 shares; 2025Q2: 3,605 shares; 2025Q3: 3,605 shares; 2025Q4: 4,645 shares 4,645 $512K 0.12% +1,040 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,333 shares; 2025Q1: 2,333 shares; 2025Q2: 2,233 shares; 2025Q3: 2,313 shares; 2025Q4: 2,406 shares 2,406 $502K 0.12% +93 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,672 shares; 2025Q1: 4,841 shares; 2025Q2: 4,848 shares; 2025Q3: 4,988 shares; 2025Q4: 4,911 shares 4,911 $491K 0.11% -77 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 980 shares; 2025Q4: 1,206 shares 1,206 $478K 0.11% +226 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,238 shares; 2025Q1: 5,998 shares; 2025Q2: 6,033 shares; 2025Q3: 5,837 shares; 2025Q4: 5,893 shares 5,893 $475K 0.11% +56 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 926 shares; 2025Q1: 926 shares; 2025Q2: 926 shares; 2025Q3: 926 shares; 2025Q4: 694 shares 694 $460K 0.11% -232 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,315 shares; 2025Q1: 8,894 shares; 2025Q2: 8,391 shares; 2025Q3: 8,391 shares; 2025Q4: 8,399 shares 8,399 $460K 0.11% +8 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,040 shares; 2025Q1: 4,938 shares; 2025Q2: 4,923 shares; 2025Q3: 4,924 shares; 2025Q4: 4,924 shares 4,924 $459K 0.11% 0 Timeline BTX BLACKROCK TECH AND PRIVATE E More: the full row for BLACKROCK TECH AND PRIVATE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 83,485 shares; 2025Q1: 71,455 shares; 2025Q2: 93,211 shares; 2025Q3: 93,099 shares; 2025Q4: 69,499 shares 69,499 $458K 0.11% -23,600 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 11,738 shares; 2025Q2: 12,077 shares; 2025Q3: 12,077 shares; 2025Q4: 11,062 shares 11,062 $455K 0.11% -1,015 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,494 shares; 2025Q1: 8,494 shares; 2025Q2: 8,494 shares; 2025Q3: 8,494 shares; 2025Q4: 7,913 shares 7,913 $448K 0.11% -581 Timeline CFND C1 FD INC More: the full row for C1 FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 107,500 shares; 2025Q4: 90,500 shares 90,500 $443K 0.1% -17,000 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,827 shares; 2025Q1: 1,887 shares; 2025Q2: 1,814 shares; 2025Q3: 1,794 shares; 2025Q4: 1,389 shares 1,389 $424K 0.1% -405 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,631 shares; 2025Q1: 2,568 shares; 2025Q2: 2,665 shares; 2025Q3: 2,755 shares; 2025Q4: 2,630 shares 2,630 $421K 0.1% -125 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,705 shares 2,705 $419K 0.1% new Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,937 shares; 2025Q1: 1,910 shares; 2025Q2: 1,910 shares; 2025Q3: 1,919 shares; 2025Q4: 2,131 shares 2,131 $416K 0.1% +212 Timeline BMEZ BLACKROCK HEALTH SCIENCES TE More: the full row for BLACKROCK HEALTH SCIENCES TE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,856 shares; 2025Q1: 20,356 shares; 2025Q2: 26,756 shares; 2025Q3: 27,605 shares; 2025Q4: 27,605 shares 27,605 $415K 0.1% 0 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,498 shares; 2025Q1: 10,410 shares; 2025Q2: 9,877 shares; 2025Q3: 8,461 shares; 2025Q4: 8,345 shares 8,345 $409K 0.1% -116 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,574 shares; 2025Q1: 1,581 shares; 2025Q2: 1,578 shares; 2025Q3: 1,581 shares; 2025Q4: 1,572 shares 1,572 $404K 0.09% -9 Timeline AIO VIRTUS ARTIFICIAL INTELLIGEN More: the full row for VIRTUS ARTIFICIAL INTELLIGEN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,900 shares; 2025Q1: 17,900 shares; 2025Q2: 18,400 shares; 2025Q3: 18,400 shares; 2025Q4: 18,400 shares 18,400 $400K 0.09% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,165 shares; 2025Q1: 8,507 shares; 2025Q2: 8,283 shares; 2025Q3: 7,257 shares; 2025Q4: 4,050 shares 4,050 $396K 0.09% -3,207 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,010 shares 6,010 $394K 0.09% new Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,964 shares; 2025Q1: 2,013 shares; 2025Q2: 2,013 shares; 2025Q3: 2,014 shares; 2025Q4: 2,017 shares 2,017 $385K 0.09% +3 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,973 shares; 2025Q4: 14,973 shares 14,973 $376K 0.09% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,291 shares; 2025Q4: 4,291 shares 4,291 $374K 0.09% 0 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,251 shares; 2025Q1: 1,251 shares; 2025Q2: 1,251 shares; 2025Q3: 1,321 shares; 2025Q4: 1,321 shares 1,321 $369K 0.09% 0 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,525 shares; 2025Q1: 4,525 shares; 2025Q2: 4,525 shares; 2025Q3: 4,525 shares; 2025Q4: 4,525 shares 4,525 $367K 0.09% 0 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,953 shares; 2025Q1: 2,611 shares; 2025Q2: 2,616 shares; 2025Q3: 4,066 shares; 2025Q4: 8,143 shares 8,143 $364K 0.09% +4,077 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,681 shares; 2025Q1: 1,639 shares; 2025Q2: 1,639 shares; 2025Q3: 1,640 shares; 2025Q4: 1,641 shares 1,641 $361K 0.08% +1 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,705 shares; 2025Q4: 1,860 shares 1,860 $356K 0.08% +155 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,265 shares; 2025Q1: 2,147 shares; 2025Q2: 2,147 shares; 2025Q3: 2,077 shares; 2025Q4: 2,077 shares 2,077 $351K 0.08% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,227 shares; 2025Q1: 3,873 shares; 2025Q2: 3,675 shares; 2025Q3: 3,795 shares; 2025Q4: 3,777 shares 3,777 $347K 0.08% -18 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,701 shares; 2025Q1: 11,047 shares; 2025Q2: 12,495 shares; 2025Q3: 11,640 shares; 2025Q4: 11,640 shares 11,640 $345K 0.08% 0 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,851 shares; 2025Q1: 1,851 shares; 2025Q2: 1,851 shares; 2025Q3: 1,856 shares; 2025Q4: 1,856 shares 1,856 $336K 0.08% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 825 shares; 2025Q1: 825 shares; 2025Q2: 825 shares; 2025Q3: 825 shares; 2025Q4: 825 shares 825 $328K 0.08% 0 Timeline SMBS SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,698 shares; 2025Q4: 12,698 shares 12,698 $326K 0.08% 0 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,134 shares; 2025Q1: 1,078 shares; 2025Q2: 1,078 shares; 2025Q3: 1,078 shares; 2025Q4: 1,079 shares 1,079 $326K 0.08% +1 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,635 shares; 2025Q1: 6,053 shares; 2025Q2: 5,936 shares; 2025Q3: 5,936 shares; 2025Q4: 5,936 shares 5,936 $325K 0.08% 0 Timeline CCLD CARECLOUD INC More: the full row for CARECLOUD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,984 shares; 2025Q1: 119,269 shares; 2025Q2: 119,269 shares; 2025Q3: 119,269 shares; 2025Q4: 111,285 shares 111,285 $325K 0.08% -7,984 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 782 shares; 2025Q1: 784 shares; 2025Q2: 721 shares; 2025Q3: 1,002 shares; 2025Q4: 1,034 shares 1,034 $323K 0.08% +32 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33,011 shares; 2025Q1: 30,331 shares; 2025Q2: 2,399 shares; 2025Q3: 1,727 shares; 2025Q4: 1,727 shares 1,727 $319K 0.07% 0 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,960 shares; 2025Q1: 3,957 shares; 2025Q2: 3,829 shares; 2025Q3: 3,739 shares; 2025Q4: 3,752 shares 3,752 $314K 0.07% +13 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,189 shares; 2025Q1: 948 shares; 2025Q2: 948 shares; 2025Q3: 970 shares; 2025Q4: 970 shares 970 $314K 0.07% 0 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,770 shares; 2025Q1: 4,348 shares; 2025Q2: 4,348 shares; 2025Q3: 4,348 shares; 2025Q4: 4,348 shares 4,348 $311K 0.07% 0 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,261 shares; 2025Q1: 1,261 shares; 2025Q2: 1,258 shares; 2025Q3: 1,258 shares; 2025Q4: 1,258 shares 1,258 $310K 0.07% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,725 shares; 2025Q1: 23,296 shares; 2025Q2: 35,447 shares; 2025Q3: 2,277 shares; 2025Q4: 1,922 shares 1,922 $308K 0.07% -355 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,407 shares; 2025Q1: 7,674 shares; 2025Q2: 7,674 shares; 2025Q3: 7,674 shares; 2025Q4: 7,674 shares 7,674 $304K 0.07% 0 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,752 shares; 2025Q1: 7,391 shares; 2025Q2: 7,395 shares; 2025Q3: 7,599 shares; 2025Q4: 7,604 shares 7,604 $300K 0.07% +5 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,675 shares; 2025Q1: 2,675 shares; 2025Q2: 2,556 shares; 2025Q3: 2,491 shares; 2025Q4: 2,491 shares 2,491 $298K 0.07% 0 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,600 shares; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares 1,600 $289K 0.07% 0 Timeline SCHI SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,450 shares; 2025Q4: 12,450 shares 12,450 $286K 0.07% 0 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 988 shares; 2025Q1: 988 shares; 2025Q2: 988 shares; 2025Q3: 988 shares; 2025Q4: 1,976 shares 1,976 $284K 0.07% +988 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,827 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,743 shares; 2025Q4: 1,825 shares 1,825 $280K 0.07% +82 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,092 shares; 2025Q1: 1,075 shares; 2025Q2: 1,069 shares; 2025Q3: 1,065 shares; 2025Q4: 1,030 shares 1,030 $279K 0.07% -35 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,626 shares; 2025Q1: 1,584 shares; 2025Q2: 1,614 shares; 2025Q3: 1,105 shares; 2025Q4: 1,105 shares 1,105 $272K 0.06% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,899 shares; 2025Q1: 2,599 shares; 2025Q2: 2,599 shares; 2025Q3: 2,599 shares; 2025Q4: 2,599 shares 2,599 $262K 0.06% 0 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,088 shares; 2025Q1: 3,761 shares; 2025Q2: 3,798 shares; 2025Q3: 3,899 shares; 2025Q4: 3,494 shares 3,494 $257K 0.06% -405 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,810 shares; 2025Q1: not reported; 2025Q2: 1,637 shares; 2025Q3: 1,638 shares; 2025Q4: 1,638 shares 1,638 $257K 0.06% 0 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,992 shares; 2025Q1: 1,992 shares; 2025Q2: 1,949 shares; 2025Q3: 1,949 shares; 2025Q4: 1,949 shares 1,949 $256K 0.06% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,358 shares; 2025Q1: 1,263 shares; 2025Q2: 1,573 shares; 2025Q3: 888 shares; 2025Q4: 888 shares 888 $256K 0.06% 0 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,543 shares; 2025Q4: 6,519 shares 6,519 $252K 0.06% -24 Timeline TRVI TREVI THERAPEUTICS INC More: the full row for TREVI THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,100 shares; 2025Q4: 20,100 shares 20,100 $252K 0.06% -15,000 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,450 shares; 2025Q4: 1,450 shares 1,450 $247K 0.06% 0 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,199 shares; 2025Q1: 2,319 shares; 2025Q2: 2,320 shares; 2025Q3: 2,231 shares; 2025Q4: 2,233 shares 2,233 $246K 0.06% +2 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,090 shares; 2025Q1: 4,090 shares; 2025Q2: 4,090 shares; 2025Q3: 4,090 shares; 2025Q4: 3,790 shares 3,790 $244K 0.06% -300 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,124 shares; 2025Q1: 10,307 shares; 2025Q2: 9,981 shares; 2025Q3: 11,141 shares; 2025Q4: 12,014 shares 12,014 $243K 0.06% +873 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares 1,500 $241K 0.06% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,633 shares; 2025Q1: 2,006 shares; 2025Q2: 2,006 shares; 2025Q3: 1,792 shares; 2025Q4: 1,792 shares 1,792 $239K 0.06% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 220 shares; 2025Q2: 220 shares; 2025Q3: 223 shares; 2025Q4: 222 shares 222 $238K 0.06% -1 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares 6,000 $231K 0.05% 0 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,446 shares; 2025Q1: 2,446 shares; 2025Q2: 2,376 shares; 2025Q3: 2,376 shares; 2025Q4: 2,376 shares 2,376 $230K 0.05% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,863 shares; 2025Q1: 7,216 shares; 2025Q2: 7,426 shares; 2025Q3: 6,737 shares; 2025Q4: 6,625 shares 6,625 $230K 0.05% -112 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,768 shares; 2025Q1: not reported; 2025Q2: 1,414 shares; 2025Q3: not reported; 2025Q4: 1,058 shares 1,058 $227K 0.05% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 509 shares; 2025Q3: 509 shares; 2025Q4: 509 shares 509 $226K 0.05% 0 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,629 shares; 2025Q1: 1,555 shares; 2025Q2: 1,555 shares; 2025Q3: 1,555 shares; 2025Q4: 1,555 shares 1,555 $223K 0.05% 0 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,907 shares; 2025Q3: 9,842 shares; 2025Q4: 9,526 shares 9,526 $223K 0.05% -316 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,650 shares; 2025Q3: 3,650 shares; 2025Q4: 3,650 shares 3,650 $220K 0.05% 0 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,994 shares; 2025Q4: 5,111 shares 5,111 $219K 0.05% +117 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,341 shares; 2025Q4: 1,342 shares 1,342 $218K 0.05% +1 Timeline SHBI SHORE BANCSHARES INC More: the full row for SHORE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,500 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,275 shares; 2025Q4: 12,275 shares 12,275 $217K 0.05% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 927 shares; 2025Q1: 809 shares; 2025Q2: 809 shares; 2025Q3: 818 shares; 2025Q4: 819 shares 819 $215K 0.05% +1 Timeline AVUV 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,105 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,105 shares; 2025Q4: 2,105 shares 2,105 $215K 0.05% 0 Timeline VOOV 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,047 shares; 2025Q4: 1,047 shares 1,047 $214K 0.05% 0 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 5,636 shares; 2025Q2: 5,636 shares; 2025Q3: 5,636 shares; 2025Q4: 5,636 shares 5,636 $213K 0.05% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,156 shares; 2025Q1: 3,156 shares; 2025Q2: 3,156 shares; 2025Q3: 4,617 shares; 2025Q4: 2,867 shares 2,867 $211K 0.05% -1,750 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,163 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,642 shares 2,642 $210K 0.05% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,783 shares 7,783 $209K 0.05% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,494 shares 7,494 $204K 0.05% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 351 shares 351 $204K 0.05% new Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,609 shares; 2025Q2: 2,491 shares; 2025Q3: 2,390 shares; 2025Q4: 2,390 shares 2,390 $201K 0.05% 0 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,841 shares; 2025Q1: 16,841 shares; 2025Q2: 17,341 shares; 2025Q3: 15,841 shares; 2025Q4: 15,841 shares 15,841 $201K 0.05% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 41,743 shares; 2025Q1: 15,636 shares; 2025Q2: 35,636 shares; 2025Q3: 15,636 shares; 2025Q4: 13,136 shares 13,136 $172K 0.04% -2,500 Timeline BTZ BLACKROCK CR ALLOCATION More: the full row for BLACKROCK CR ALLOCATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,000 shares 13,000 $141K 0.03% new Timeline YCBD CBDMD INC More: the full row for CBDMD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 118,626 shares; 2025Q3: 121,551 shares; 2025Q4: 81,251 shares 81,251 $110K 0.03% -40,300 Timeline HIO WESTERN ASSET HIGH INCOME OP More: the full row for WESTERN ASSET HIGH INCOME OP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 37,999 shares; 2025Q1: 37,999 shares; 2025Q2: 34,141 shares; 2025Q3: 33,380 shares; 2025Q4: 29,205 shares 29,205 $108K 0.03% -4,175 Timeline MRCC MONROE CAP CORP More: the full row for MONROE CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,000 shares; 2025Q1: 27,181 shares; 2025Q2: 47,181 shares; 2025Q3: 10,500 shares; 2025Q4: 12,000 shares 12,000 $76.4K 0.02% +1,500 Timeline SRTS SENSUS HEALTHCARE INC More: the full row for SENSUS HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,000 shares; 2025Q1: 15,000 shares; 2025Q2: 25,000 shares; 2025Q3: 25,000 shares; 2025Q4: 10,000 shares 10,000 $39.8K 0.01% -15,000 Timeline MGF ABERDEEN GOVT MARKETS INCOME More: the full row for ABERDEEN GOVT MARKETS INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,049 shares; 2025Q1: 13,049 shares; 2025Q2: 13,049 shares; 2025Q3: 13,049 shares; 2025Q4: 13,049 shares 13,049 $39.5K 0.01% 0 Timeline LCTX LINEAGE CELL THERAPEUTICS IN More: the full row for LINEAGE CELL THERAPEUTICS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 20,029 shares; 2025Q2: 20,029 shares; 2025Q3: 20,029 shares; 2025Q4: 20,029 shares 20,029 $33.4K 0.01% 0 Timeline