DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149,126 shares; 2024Q4: 169,970 shares; 2025Q1: 388,462 shares; 2025Q2: 442,863 shares; 2025Q3: 490,267 shares; 2025Q4: 523,234 shares 523,234 $48.2M 11.98% +32,967 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: 85,472 shares; 2024Q4: 91,421 shares; 2025Q1: 96,853 shares; 2025Q2: 100,169 shares; 2025Q3: 101,399 shares; 2025Q4: 102,995 shares 102,995 $48.1M 11.96% +1,596 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 207,794 shares; 2025Q4: 272,824 shares 272,824 $29.2M 7.26% +65,030 Timeline AVNM 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,362 shares; 2025Q4: 280,261 shares 280,261 $22.2M 5.52% +271,899 Timeline 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: 33,363 shares; 2024Q4: 57,902 shares; 2025Q1: 57,301 shares; 2025Q2: 55,656 shares; 2025Q3: 55,782 shares; 2025Q4: 55,201 shares 55,201 $15.3M 3.79% -581 Timeline GSSC 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: 14,651 shares; 2024Q4: 22,120 shares; 2025Q1: 25,806 shares; 2025Q2: 134,394 shares; 2025Q3: 148,409 shares; 2025Q4: 155,976 shares 155,976 $12.3M 3.06% +7,567 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: not reported; 2024Q4: 78,284 shares; 2025Q1: 103,371 shares; 2025Q2: 108,283 shares; 2025Q3: 128,681 shares; 2025Q4: 181,890 shares 181,890 $12.2M 3.02% +53,209 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: 437 shares; 2024Q4: 14,187 shares; 2025Q1: 14,563 shares; 2025Q2: 15,504 shares; 2025Q3: 15,918 shares; 2025Q4: 16,485 shares 16,485 $10.4M 2.58% +567 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: 22,213 shares; 2024Q4: 44,549 shares; 2025Q1: 45,989 shares; 2025Q2: 46,237 shares; 2025Q3: 47,426 shares; 2025Q4: 50,079 shares 50,079 $10.2M 2.53% +2,653 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 370,615 shares; 2024Q4: 358,244 shares; 2025Q1: 358,769 shares; 2025Q2: 358,810 shares; 2025Q3: 358,347 shares; 2025Q4: 343,772 shares 343,772 $8.86M 2.2% -14,575 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: 290,090 shares; 2024Q4: 948,172 shares; 2025Q1: 1,044,607 shares; 2025Q2: 1,124,692 shares; 2025Q3: 466,110 shares; 2025Q4: 285,319 shares 285,319 $8.85M 2.2% -180,791 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: not reported; 2024Q4: 73,866 shares; 2025Q1: 96,362 shares; 2025Q2: 104,514 shares; 2025Q3: 116,240 shares; 2025Q4: 131,513 shares 131,513 $7.42M 1.84% +15,273 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,073 shares; 2024Q4: 14,097 shares; 2025Q1: 14,425 shares; 2025Q2: 14,625 shares; 2025Q3: 14,661 shares; 2025Q4: 14,611 shares 14,611 $7.36M 1.83% -50 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: 16,784 shares; 2024Q4: 17,385 shares; 2025Q1: 18,484 shares; 2025Q2: 19,666 shares; 2025Q3: 18,750 shares; 2025Q4: 17,757 shares 17,757 $7.35M 1.83% -993 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: 2,224 shares; 2024Q4: 20,421 shares; 2025Q1: 24,638 shares; 2025Q2: 24,619 shares; 2025Q3: 25,214 shares; 2025Q4: 26,621 shares 26,621 $7.25M 1.8% +1,407 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: 10,962 shares; 2024Q4: 11,112 shares; 2025Q1: 11,778 shares; 2025Q2: 12,048 shares; 2025Q3: 12,151 shares; 2025Q4: 11,451 shares 11,451 $6.94M 1.72% -700 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: 13,123 shares; 2024Q4: 21,746 shares; 2025Q1: 22,701 shares; 2025Q2: 24,021 shares; 2025Q3: 24,399 shares; 2025Q4: 24,269 shares 24,269 $5.65M 1.4% -130 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,017 shares; 2024Q4: 1,294 shares; 2025Q1: 1,245 shares; 2025Q2: 1,232 shares; 2025Q3: 1,212 shares; 2025Q4: 1,207 shares 1,207 $4.49M 1.12% -5 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: 2,103 shares; 2024Q4: 7,397 shares; 2025Q1: 7,311 shares; 2025Q2: 12,660 shares; 2025Q3: 13,665 shares; 2025Q4: 13,419 shares 13,419 $4.47M 1.11% -246 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,333 shares; 2024Q4: 23,852 shares; 2025Q1: 25,541 shares; 2025Q2: 23,150 shares; 2025Q3: 31,478 shares; 2025Q4: 39,778 shares 39,778 $4.27M 1.06% +8,300 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: 4,264 shares; 2024Q4: 12,726 shares; 2025Q1: 12,276 shares; 2025Q2: 12,017 shares; 2025Q3: 11,807 shares; 2025Q4: 11,707 shares 11,707 $4.24M 1.05% -100 Timeline VYMI 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: 20,874 shares; 2024Q4: 26,503 shares; 2025Q1: 30,136 shares; 2025Q2: 28,281 shares; 2025Q3: 35,371 shares; 2025Q4: 39,591 shares 39,591 $3.86M 0.96% +4,220 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,122 shares; 2025Q1: 11,197 shares; 2025Q2: 11,399 shares; 2025Q3: 11,947 shares; 2025Q4: 12,780 shares 12,780 $3.81M 0.95% +833 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: 2,823 shares; 2024Q4: 6,323 shares; 2025Q1: 6,595 shares; 2025Q2: 6,726 shares; 2025Q3: 6,799 shares; 2025Q4: 6,659 shares 6,659 $3.69M 0.92% -140 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,359 shares; 2024Q4: 4,356 shares; 2025Q1: 5,084 shares; 2025Q2: 5,129 shares; 2025Q3: 5,184 shares; 2025Q4: 5,279 shares 5,279 $3.62M 0.9% +95 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: 10,804 shares; 2024Q4: 26,803 shares; 2025Q1: 26,985 shares; 2025Q2: 27,043 shares; 2025Q3: 27,165 shares; 2025Q4: 25,519 shares 25,519 $3.27M 0.81% -1,646 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: 5,681 shares; 2024Q4: 9,860 shares; 2025Q1: 10,124 shares; 2025Q2: 10,317 shares; 2025Q3: 9,892 shares; 2025Q4: 9,596 shares 9,596 $3.17M 0.79% -296 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,356 shares; 2024Q4: 88,860 shares; 2025Q1: 88,879 shares; 2025Q2: 88,881 shares; 2025Q3: 88,890 shares; 2025Q4: 88,883 shares 88,883 $2.71M 0.67% -7 Timeline CSM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,941 shares; 2024Q4: 31,698 shares; 2025Q1: 31,688 shares; 2025Q2: 31,688 shares; 2025Q3: 31,162 shares; 2025Q4: 31,712 shares 31,712 $2.51M 0.62% +550 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: 12,320 shares; 2024Q4: 12,320 shares; 2025Q1: 11,480 shares; 2025Q2: 10,814 shares; 2025Q3: 10,860 shares; 2025Q4: 10,946 shares 10,946 $2.48M 0.62% +86 Timeline 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,539 shares; 2025Q1: 13,558 shares; 2025Q2: 14,068 shares; 2025Q3: 14,558 shares; 2025Q4: 14,679 shares 14,679 $1.71M 0.43% +121 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,583 shares; 2025Q2: 10,280 shares; 2025Q3: 14,511 shares; 2025Q4: 19,559 shares 19,559 $1.57M 0.39% +5,048 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,284 shares; 2025Q4: 4,799 shares 4,799 $1.56M 0.39% +1,515 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: 901 shares; 2024Q4: 1,004 shares; 2025Q1: 1,357 shares; 2025Q2: 1,478 shares; 2025Q3: 1,472 shares; 2025Q4: 1,570 shares 1,570 $1.54M 0.38% +98 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,300 shares; 2024Q4: 8,300 shares; 2025Q1: 8,300 shares; 2025Q2: 8,300 shares; 2025Q3: 8,300 shares; 2025Q4: 8,300 shares 8,300 $1.52M 0.38% 0 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,523 shares; 2024Q4: 6,439 shares; 2025Q1: 6,419 shares; 2025Q2: 6,387 shares; 2025Q3: 6,381 shares; 2025Q4: 6,385 shares 6,385 $1.5M 0.37% +4 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: 247 shares; 2024Q4: not reported; 2025Q1: 253 shares; 2025Q2: 328 shares; 2025Q3: 383 shares; 2025Q4: 1,299 shares 1,299 $1.44M 0.36% +916 Timeline EFG 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: 11,702 shares; 2024Q4: 12,588 shares; 2025Q1: 12,452 shares; 2025Q2: 12,459 shares; 2025Q3: 12,251 shares; 2025Q4: 11,971 shares 11,971 $1.41M 0.35% -280 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,530 shares; 2024Q4: 34,538 shares; 2025Q1: 34,311 shares; 2025Q2: 34,560 shares; 2025Q3: 24,764 shares; 2025Q4: 26,550 shares 26,550 $1.4M 0.35% +1,786 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,914 shares; 2024Q4: 54,452 shares; 2025Q1: 60,522 shares; 2025Q2: 55,116 shares; 2025Q3: 46,586 shares; 2025Q4: 44,192 shares 44,192 $1.38M 0.34% -2,394 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,036 shares; 2024Q4: 3,676 shares; 2025Q1: 3,746 shares; 2025Q2: 3,686 shares; 2025Q3: 3,985 shares; 2025Q4: 4,129 shares 4,129 $1.37M 0.34% +144 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: 1,018 shares; 2024Q4: 1,565 shares; 2025Q1: 2,387 shares; 2025Q2: 2,746 shares; 2025Q3: 2,970 shares; 2025Q4: 3,268 shares 3,268 $1.33M 0.33% +298 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,954 shares 12,954 $1.32M 0.33% new Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,188 shares; 2024Q4: 6,452 shares; 2025Q1: 7,167 shares; 2025Q2: 8,239 shares; 2025Q3: 7,612 shares; 2025Q4: 6,552 shares 6,552 $1.28M 0.32% -1,060 Timeline IWP 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: 9,119 shares; 2024Q4: 9,597 shares; 2025Q1: 9,593 shares; 2025Q2: 9,593 shares; 2025Q3: 9,386 shares; 2025Q4: 9,358 shares 9,358 $1.25M 0.31% -28 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,574 shares; 2024Q4: 2,721 shares; 2025Q1: 2,922 shares; 2025Q2: 4,246 shares; 2025Q3: 4,367 shares; 2025Q4: 4,340 shares 4,340 $1.2M 0.3% -27 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,099 shares; 2024Q4: 2,101 shares; 2025Q1: 2,188 shares; 2025Q2: 2,374 shares; 2025Q3: 2,377 shares; 2025Q4: 2,382 shares 2,382 $1.18M 0.29% +5 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,403 shares; 2024Q4: 3,398 shares; 2025Q1: 3,869 shares; 2025Q2: 4,618 shares; 2025Q3: 4,760 shares; 2025Q4: 4,451 shares 4,451 $1.17M 0.29% -309 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,185 shares; 2024Q4: 3,087 shares; 2025Q1: 3,093 shares; 2025Q2: 3,100 shares; 2025Q3: 3,117 shares; 2025Q4: 3,004 shares 3,004 $1.16M 0.29% -113 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: 11,418 shares; 2024Q4: 9,334 shares; 2025Q1: 9,389 shares; 2025Q2: 10,793 shares; 2025Q3: 6,562 shares; 2025Q4: 6,655 shares 6,655 $1.16M 0.29% +93 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,223 shares; 2024Q4: 11,658 shares; 2025Q1: 12,366 shares; 2025Q2: 14,664 shares; 2025Q3: 15,093 shares; 2025Q4: 14,211 shares 14,211 $1.15M 0.29% -882 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: 4,260 shares; 2024Q4: 4,860 shares; 2025Q1: 4,933 shares; 2025Q2: 4,980 shares; 2025Q3: 5,140 shares; 2025Q4: 5,016 shares 5,016 $1.09M 0.27% -124 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: 5,740 shares; 2024Q4: 7,760 shares; 2025Q1: 7,564 shares; 2025Q2: 7,280 shares; 2025Q3: 10,799 shares; 2025Q4: 7,326 shares 7,326 $1.08M 0.27% -3,473 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,343 shares; 2024Q4: 3,115 shares; 2025Q1: 3,502 shares; 2025Q2: 4,188 shares; 2025Q3: 4,338 shares; 2025Q4: 4,463 shares 4,463 $1.08M 0.27% +125 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,013 shares; 2025Q4: 9,027 shares 9,027 $1.05M 0.26% +14 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,956 shares; 2024Q4: 94,396 shares; 2025Q1: 98,155 shares; 2025Q2: 99,901 shares; 2025Q3: 64,527 shares; 2025Q4: 56,124 shares 56,124 $1.04M 0.26% -8,403 Timeline CGMU 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,955 shares; 2025Q4: 36,975 shares 36,975 $1.02M 0.25% +10,020 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,150 shares; 2024Q4: 10,381 shares; 2025Q1: 11,036 shares; 2025Q2: 12,842 shares; 2025Q3: 10,507 shares; 2025Q4: 9,749 shares 9,749 $1.02M 0.25% -758 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,294 shares; 2024Q4: 2,547 shares; 2025Q1: 3,136 shares; 2025Q2: 3,616 shares; 2025Q3: 3,643 shares; 2025Q4: 5,067 shares 5,067 $1.01M 0.25% +1,424 Timeline GPIX 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,570 shares; 2025Q4: 19,185 shares 19,185 $1.01M 0.25% +2,615 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 266 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 362 shares; 2025Q3: 383 shares; 2025Q4: 743 shares 743 $995K 0.25% +360 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: not reported; 2024Q4: 1,069 shares; 2025Q1: 1,070 shares; 2025Q2: 1,083 shares; 2025Q3: 1,069 shares; 2025Q4: 1,073 shares 1,073 $980K 0.24% +4 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,101 shares; 2024Q4: 1,158 shares; 2025Q1: 1,757 shares; 2025Q2: 2,135 shares; 2025Q3: 2,189 shares; 2025Q4: 2,065 shares 2,065 $977K 0.24% -124 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: 1,522 shares; 2024Q4: 6,418 shares; 2025Q1: 6,680 shares; 2025Q2: 6,303 shares; 2025Q3: 6,313 shares; 2025Q4: 6,174 shares 6,174 $969K 0.24% -139 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,295 shares; 2024Q4: 2,619 shares; 2025Q1: 2,619 shares; 2025Q2: 2,622 shares; 2025Q3: 2,626 shares; 2025Q4: 2,629 shares 2,629 $963K 0.24% +3 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,442 shares; 2024Q4: 2,062 shares; 2025Q1: 1,812 shares; 2025Q2: 1,692 shares; 2025Q3: 1,684 shares; 2025Q4: 1,684 shares 1,684 $955K 0.24% 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: 3,071 shares; 2024Q4: 3,236 shares; 2025Q1: 3,236 shares; 2025Q2: 3,236 shares; 2025Q3: 3,143 shares; 2025Q4: 3,030 shares 3,030 $939K 0.23% -113 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,343 shares; 2024Q4: 13,030 shares; 2025Q1: 14,311 shares; 2025Q2: 16,659 shares; 2025Q3: 15,981 shares; 2025Q4: 20,122 shares 20,122 $923K 0.23% +4,141 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: 3,287 shares; 2024Q4: 3,117 shares; 2025Q1: 3,242 shares; 2025Q2: 4,297 shares; 2025Q3: 4,414 shares; 2025Q4: 4,324 shares 4,324 $866K 0.22% -90 Timeline CIFR CIPHER DIGITAL INC More: the full row for CIPHER DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,000 shares; 2024Q4: 137,000 shares; 2025Q1: 141,434 shares; 2025Q2: 72,934 shares; 2025Q3: 73,004 shares; 2025Q4: 60,504 shares 60,504 $862K 0.21% -12,500 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,611 shares; 2024Q4: 7,656 shares; 2025Q1: 7,281 shares; 2025Q2: 7,226 shares; 2025Q3: 7,316 shares; 2025Q4: 7,274 shares 7,274 $861K 0.21% -42 Timeline RRBI RED RIVER BANCSHARES INC More: the full row for RED RIVER BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,500 shares; 2024Q4: 9,050 shares; 2025Q1: 9,050 shares; 2025Q2: 9,050 shares; 2025Q3: 9,050 shares; 2025Q4: 9,050 shares 9,050 $818K 0.2% 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: 1,060 shares; 2024Q4: 2,845 shares; 2025Q1: 2,880 shares; 2025Q2: 2,868 shares; 2025Q3: 2,480 shares; 2025Q4: 2,760 shares 2,760 $798K 0.2% +280 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,437 shares; 2024Q4: 15,007 shares; 2025Q1: 18,781 shares; 2025Q2: 21,855 shares; 2025Q3: 21,274 shares; 2025Q4: 19,702 shares 19,702 $791K 0.2% -1,572 Timeline VIGI 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: 9,693 shares; 2024Q4: 9,903 shares; 2025Q1: 9,961 shares; 2025Q2: 9,784 shares; 2025Q3: 9,581 shares; 2025Q4: 8,491 shares 8,491 $790K 0.2% -1,090 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,312 shares 15,312 $776K 0.19% new 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: not reported; 2024Q4: 4,164 shares; 2025Q1: 6,104 shares; 2025Q2: 4,155 shares; 2025Q3: 3,643 shares; 2025Q4: 3,705 shares 3,705 $742K 0.18% +62 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,330 shares; 2024Q4: 2,653 shares; 2025Q1: 3,154 shares; 2025Q2: 3,664 shares; 2025Q3: 3,775 shares; 2025Q4: 4,338 shares 4,338 $738K 0.18% +563 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,532 shares; 2024Q4: 7,556 shares; 2025Q1: 7,515 shares; 2025Q2: 7,504 shares; 2025Q3: 7,086 shares; 2025Q4: 7,777 shares 7,777 $723K 0.18% +691 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,550 shares; 2024Q4: 13,353 shares; 2025Q1: 12,876 shares; 2025Q2: 13,008 shares; 2025Q3: 12,773 shares; 2025Q4: 12,803 shares 12,803 $706K 0.18% +30 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $690K 0.17% 0 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: 4,249 shares; 2024Q4: 6,755 shares; 2025Q1: 6,755 shares; 2025Q2: 6,798 shares; 2025Q3: 6,538 shares; 2025Q4: 6,584 shares 6,584 $670K 0.17% +46 Timeline IGHG PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,546 shares; 2024Q4: 9,546 shares; 2025Q1: 9,546 shares; 2025Q2: 9,546 shares; 2025Q3: 9,546 shares; 2025Q4: 8,266 shares 8,266 $649K 0.16% -1,280 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,120 shares; 2024Q4: 12,145 shares; 2025Q1: 17,083 shares; 2025Q2: 21,934 shares; 2025Q3: 22,868 shares; 2025Q4: 22,123 shares 22,123 $638K 0.16% -745 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 308 shares 308 $632K 0.16% new Timeline PRTA PROTHENA CORP PLC More: the full row for PROTHENA CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,749 shares; 2024Q4: 69,199 shares; 2025Q1: 88,339 shares; 2025Q2: 88,339 shares; 2025Q3: 88,339 shares; 2025Q4: 70,281 shares 70,281 $625K 0.16% -18,058 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,176 shares; 2024Q4: 4,477 shares; 2025Q1: 2,410 shares; 2025Q2: 2,510 shares; 2025Q3: 2,733 shares; 2025Q4: 2,758 shares 2,758 $605K 0.15% +25 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: 1,109 shares; 2024Q4: 1,887 shares; 2025Q1: 1,887 shares; 2025Q2: 1,897 shares; 2025Q3: 1,888 shares; 2025Q4: 1,895 shares 1,895 $601K 0.15% +7 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,714 shares; 2025Q1: 2,985 shares; 2025Q2: 4,291 shares; 2025Q3: 4,641 shares; 2025Q4: 4,293 shares 4,293 $599K 0.15% -348 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,625 shares; 2025Q3: 3,190 shares; 2025Q4: 2,922 shares 2,922 $590K 0.15% -268 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,742 shares 1,742 $589K 0.15% new Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,755 shares; 2024Q4: 2,532 shares; 2025Q1: 2,532 shares; 2025Q2: 2,533 shares; 2025Q3: 2,534 shares; 2025Q4: 2,536 shares 2,536 $578K 0.14% +2 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: 686 shares; 2024Q4: 872 shares; 2025Q1: 805 shares; 2025Q2: 784 shares; 2025Q3: 784 shares; 2025Q4: 863 shares 863 $577K 0.14% +79 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,020 shares; 2024Q4: 2,020 shares; 2025Q1: 2,020 shares; 2025Q2: 2,520 shares; 2025Q3: 2,520 shares; 2025Q4: 2,520 shares 2,520 $571K 0.14% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 1,600 shares; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares 1,600 $565K 0.14% 0 Timeline MNA NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,600 shares; 2024Q4: 16,990 shares; 2025Q1: 16,626 shares; 2025Q2: 16,626 shares; 2025Q3: 16,060 shares; 2025Q4: 15,286 shares 15,286 $551K 0.14% -774 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: 2,325 shares; 2024Q4: 2,108 shares; 2025Q1: 2,109 shares; 2025Q2: 2,135 shares; 2025Q3: 1,816 shares; 2025Q4: 1,765 shares 1,765 $544K 0.14% -51 Timeline HYZD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,341 shares; 2024Q4: 26,237 shares; 2025Q1: 26,181 shares; 2025Q2: 26,139 shares; 2025Q3: 23,391 shares; 2025Q4: 23,387 shares 23,387 $528K 0.13% -4 Timeline ZYME ZYMEWORKS INC More: the full row for ZYMEWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,095 shares; 2025Q2: 22,095 shares; 2025Q3: 22,095 shares; 2025Q4: 22,095 shares 22,095 $511K 0.13% 0 Timeline MGV 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: 3,006 shares; 2024Q4: 3,006 shares; 2025Q1: 3,006 shares; 2025Q2: 3,006 shares; 2025Q3: 3,668 shares; 2025Q4: 3,354 shares 3,354 $506K 0.13% -314 Timeline NVTS NAVITAS SEMICONDUCTOR CORP More: the full row for NAVITAS SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,000 shares; 2024Q4: 70,000 shares; 2025Q1: 70,000 shares; 2025Q2: 60,000 shares; 2025Q3: 60,000 shares; 2025Q4: 60,000 shares 60,000 $492K 0.12% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,519 shares; 2024Q4: 4,660 shares; 2025Q1: 4,595 shares; 2025Q2: 4,635 shares; 2025Q3: 4,604 shares; 2025Q4: 4,458 shares 4,458 $482K 0.12% -146 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: not reported; 2024Q4: 2,162 shares; 2025Q1: 2,362 shares; 2025Q2: 2,493 shares; 2025Q3: 2,761 shares; 2025Q4: 2,566 shares 2,566 $463K 0.12% -195 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: 5,981 shares; 2024Q4: 5,714 shares; 2025Q1: 5,621 shares; 2025Q2: 5,388 shares; 2025Q3: 5,012 shares; 2025Q4: 4,915 shares 4,915 $458K 0.11% -97 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,805 shares; 2024Q4: 2,705 shares; 2025Q1: 2,255 shares; 2025Q2: 2,406 shares; 2025Q3: 2,355 shares; 2025Q4: 2,355 shares 2,355 $447K 0.11% 0 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,317 shares; 2024Q4: 1,317 shares; 2025Q1: 1,317 shares; 2025Q2: 1,317 shares; 2025Q3: 1,317 shares; 2025Q4: 1,317 shares 1,317 $447K 0.11% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,276 shares; 2024Q4: 3,076 shares; 2025Q1: 3,002 shares; 2025Q2: 3,019 shares; 2025Q3: 2,976 shares; 2025Q4: 2,996 shares 2,996 $439K 0.11% +20 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: not reported; 2024Q4: 7,721 shares; 2025Q1: 7,669 shares; 2025Q2: 7,672 shares; 2025Q3: 7,890 shares; 2025Q4: 7,867 shares 7,867 $436K 0.11% -23 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,160 shares; 2024Q4: 5,160 shares; 2025Q1: 4,909 shares; 2025Q2: 4,909 shares; 2025Q3: 4,666 shares; 2025Q4: 4,612 shares 4,612 $428K 0.11% -54 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,662 shares; 2024Q4: 1,546 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 664 shares; 2025Q4: 704 shares 704 $425K 0.11% +40 Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,808 shares; 2025Q4: 11,853 shares 11,853 $423K 0.11% +45 Timeline RNST RENASANT CORP More: the full row for RENASANT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,115 shares; 2024Q4: 11,115 shares; 2025Q1: 11,115 shares; 2025Q2: 11,115 shares; 2025Q3: 10,300 shares; 2025Q4: 10,300 shares 10,300 $419K 0.1% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,049 shares; 2024Q4: 7,268 shares; 2025Q1: 7,270 shares; 2025Q2: 7,157 shares; 2025Q3: 7,159 shares; 2025Q4: 7,162 shares 7,162 $413K 0.1% +3 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,001 shares; 2024Q4: 5,372 shares; 2025Q1: 4,001 shares; 2025Q2: 4,001 shares; 2025Q3: 4,001 shares; 2025Q4: 3,995 shares 3,995 $411K 0.1% -6 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,760 shares; 2025Q1: 6,261 shares; 2025Q2: 6,496 shares; 2025Q3: 8,614 shares; 2025Q4: 9,392 shares 9,392 $404K 0.1% +778 Timeline APLS APELLIS PHARMACEUTICALS INC More: the full row for APELLIS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,125 shares; 2024Q4: 21,125 shares; 2025Q1: 21,125 shares; 2025Q2: 17,005 shares; 2025Q3: 17,005 shares; 2025Q4: 17,005 shares 17,005 $394K 0.1% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,216 shares; 2024Q4: 4,191 shares; 2025Q1: 4,187 shares; 2025Q2: 4,182 shares; 2025Q3: 3,922 shares; 2025Q4: 3,919 shares 3,919 $393K 0.1% -3 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: 4,952 shares; 2024Q4: 4,952 shares; 2025Q1: 4,952 shares; 2025Q2: 4,952 shares; 2025Q3: 4,952 shares; 2025Q4: 4,955 shares 4,955 $390K 0.1% +3 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: 11,207 shares; 2024Q4: 15,623 shares; 2025Q1: 15,174 shares; 2025Q2: 15,488 shares; 2025Q3: 14,686 shares; 2025Q4: 14,532 shares 14,532 $389K 0.1% -154 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: 374 shares; 2024Q4: 434 shares; 2025Q1: 435 shares; 2025Q2: 538 shares; 2025Q3: 539 shares; 2025Q4: 540 shares 540 $372K 0.09% +1 Timeline EOSE EOS ENERGY ENTERPRISES INC More: the full row for EOS ENERGY ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,000 shares; 2024Q4: 21,000 shares; 2025Q1: 20,500 shares; 2025Q2: 27,000 shares; 2025Q3: 31,040 shares; 2025Q4: 29,740 shares 29,740 $369K 0.09% -1,300 Timeline XRN CHIRON REAL ESTATE INC More: the full row for CHIRON REAL ESTATE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,855 shares; 2025Q4: 9,920 shares 9,920 $356K 0.09% +65 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,322 shares; 2024Q4: 2,322 shares; 2025Q1: 2,287 shares; 2025Q2: 2,287 shares; 2025Q3: 2,287 shares; 2025Q4: 2,287 shares 2,287 $354K 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: not reported; 2024Q4: 1,280 shares; 2025Q1: 1,281 shares; 2025Q2: 1,281 shares; 2025Q3: 1,283 shares; 2025Q4: 1,287 shares 1,287 $349K 0.09% +4 Timeline VGVT VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,396 shares 4,396 $334K 0.08% new Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,730 shares; 2024Q4: 4,600 shares; 2025Q1: 4,093 shares; 2025Q2: 4,158 shares; 2025Q3: 4,126 shares; 2025Q4: 4,277 shares 4,277 $331K 0.08% +151 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,059 shares; 2024Q4: 2,059 shares; 2025Q1: 2,050 shares; 2025Q2: 2,050 shares; 2025Q3: 2,050 shares; 2025Q4: 2,050 shares 2,050 $327K 0.08% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,871 shares 16,871 $321K 0.08% new Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,590 shares 12,590 $316K 0.08% new Timeline ANAB ANAPTYSBIO INC More: the full row for ANAPTYSBIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,425 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,525 shares 6,525 $316K 0.08% new Timeline TVRD TVARDI THERAPEUTICS INC More: the full row for TVARDI THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 80,771 shares 80,771 $312K 0.08% new Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,763 shares; 2024Q4: 7,850 shares; 2025Q1: 8,207 shares; 2025Q2: 8,814 shares; 2025Q3: 8,920 shares; 2025Q4: 8,722 shares 8,722 $307K 0.08% -198 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,637 shares; 2025Q2: 5,639 shares; 2025Q3: 6,424 shares; 2025Q4: 6,060 shares 6,060 $305K 0.08% -364 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 438 shares; 2025Q4: 438 shares 438 $303K 0.08% 0 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,961 shares; 2024Q4: 5,138 shares; 2025Q1: 5,578 shares; 2025Q2: 1,329 shares; 2025Q3: 1,320 shares; 2025Q4: 1,264 shares 1,264 $298K 0.07% -56 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,400 shares; 2025Q1: 1,402 shares; 2025Q2: 1,404 shares; 2025Q3: 1,411 shares; 2025Q4: 1,414 shares 1,414 $293K 0.07% +3 Timeline CORZ CORE SCIENTIFIC INC NEW More: the full row for CORE SCIENTIFIC INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,031 shares; 2025Q1: 18,031 shares; 2025Q2: 18,031 shares; 2025Q3: 18,031 shares; 2025Q4: 18,031 shares 18,031 $291K 0.07% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,182 shares; 2024Q4: 4,142 shares; 2025Q1: 4,107 shares; 2025Q2: 4,305 shares; 2025Q3: 3,965 shares; 2025Q4: 3,974 shares 3,974 $287K 0.07% +9 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,928 shares; 2024Q4: 1,928 shares; 2025Q1: 1,928 shares; 2025Q2: 2,180 shares; 2025Q3: 2,180 shares; 2025Q4: 2,102 shares 2,102 $284K 0.07% -78 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,297 shares; 2024Q4: 2,413 shares; 2025Q1: 2,329 shares; 2025Q2: 2,329 shares; 2025Q3: 2,329 shares; 2025Q4: 2,368 shares 2,368 $281K 0.07% +39 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,967 shares; 2025Q2: 2,065 shares; 2025Q3: 2,365 shares; 2025Q4: 2,402 shares 2,402 $273K 0.07% +37 Timeline DWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,274 shares; 2025Q3: 3,274 shares; 2025Q4: 3,717 shares 3,717 $271K 0.07% +443 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,939 shares 2,939 $269K 0.07% new 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: 2,867 shares; 2024Q4: 2,878 shares; 2025Q1: 2,924 shares; 2025Q2: 2,936 shares; 2025Q3: 2,957 shares; 2025Q4: 2,969 shares 2,969 $268K 0.07% +12 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: 7,082 shares; 2024Q4: 6,023 shares; 2025Q1: 6,040 shares; 2025Q2: 5,919 shares; 2025Q3: 8,198 shares; 2025Q4: 5,659 shares 5,659 $266K 0.07% -2,539 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: 7,425 shares; 2024Q4: 3,694 shares; 2025Q1: 3,694 shares; 2025Q2: 3,694 shares; 2025Q3: 3,694 shares; 2025Q4: 3,428 shares 3,428 $266K 0.07% -266 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,175 shares; 2025Q3: 5,175 shares; 2025Q4: 5,175 shares 5,175 $262K 0.06% 0 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: 10,523 shares; 2024Q4: 10,519 shares; 2025Q1: 10,584 shares; 2025Q2: 10,141 shares; 2025Q3: 12,873 shares; 2025Q4: 9,596 shares 9,596 $261K 0.06% -3,277 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 845 shares; 2025Q3: 845 shares; 2025Q4: 846 shares 846 $261K 0.06% +1 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: 3,281 shares; 2024Q4: 3,628 shares; 2025Q1: 3,144 shares; 2025Q2: 3,144 shares; 2025Q3: 2,861 shares; 2025Q4: 2,831 shares 2,831 $258K 0.06% -30 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,159 shares; 2025Q1: 2,128 shares; 2025Q2: 2,229 shares; 2025Q3: 2,270 shares; 2025Q4: 2,370 shares 2,370 $255K 0.06% +100 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: not reported; 2024Q4: 1,591 shares; 2025Q1: 1,597 shares; 2025Q2: 1,612 shares; 2025Q3: 1,627 shares; 2025Q4: 1,645 shares 1,645 $254K 0.06% +18 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,459 shares; 2025Q4: 2,216 shares 2,216 $243K 0.06% -1,243 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,231 shares 5,231 $235K 0.06% new Timeline STRW STRAWBERRY FIELDS REIT INC More: the full row for STRAWBERRY FIELDS REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,156 shares; 2024Q4: 15,360 shares; 2025Q1: 15,028 shares; 2025Q2: 17,247 shares; 2025Q3: 17,471 shares; 2025Q4: 17,681 shares 17,681 $233K 0.06% +210 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,067 shares; 2024Q4: 13,822 shares; 2025Q1: 13,847 shares; 2025Q2: 13,876 shares; 2025Q3: 13,905 shares; 2025Q4: 13,808 shares 13,808 $232K 0.06% -97 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,453 shares; 2024Q4: 2,466 shares; 2025Q1: 2,482 shares; 2025Q2: 2,504 shares; 2025Q3: 2,522 shares; 2025Q4: 2,562 shares 2,562 $231K 0.06% +40 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,922 shares; 2024Q4: 5,010 shares; 2025Q1: 6,375 shares; 2025Q2: 7,395 shares; 2025Q3: 7,502 shares; 2025Q4: 1,376 shares 1,376 $229K 0.06% -6,126 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,215 shares; 2025Q1: 1,200 shares; 2025Q2: 1,201 shares; 2025Q3: 1,202 shares; 2025Q4: 1,204 shares 1,204 $228K 0.06% +2 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,484 shares; 2025Q3: 4,484 shares; 2025Q4: 4,484 shares 4,484 $214K 0.05% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,250 shares 5,250 $209K 0.05% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,267 shares; 2025Q1: 3,268 shares; 2025Q2: 3,167 shares; 2025Q3: 3,184 shares; 2025Q4: 3,223 shares 3,223 $207K 0.05% +39 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,340 shares 1,340 $201K 0.05% new Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,983 shares 2,983 $201K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,538 shares; 2025Q4: 10,738 shares 10,738 $197K 0.05% +200 Timeline RLAY RELAY THERAPEUTICS INC More: the full row for RELAY THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,763 shares 11,763 $99.9K 0.02% new Timeline AVR ANTERIS TECHNOLOGIES GLOBAL More: the full row for ANTERIS TECHNOLOGIES GLOBAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,870 shares 10,870 $60.5K 0.02% new Timeline HIVE HIVE DIGITAL TECHNOLOGIES LT More: the full row for HIVE DIGITAL TECHNOLOGIES LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,127 shares 16,127 $36.9K 0.01% new Timeline REDWOOD TRUST INC REDWOOD TRUST INC More: the full row for REDWOOD TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,000 shares; 2024Q4: 25,000 shares; 2025Q1: 25,000 shares; 2025Q2: 25,000 shares; 2025Q3: 25,000 shares; 2025Q4: 25,000 shares 25,000 $25.2K 0.01% 0 CAN CANAAN INC More: the full row for CANAAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 31,000 shares 31,000 $17.9K <0.01% +21,000 Timeline