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: 122,499 shares; 2024Q4: 106,731 shares; 2025Q1: 160,739 shares; 2025Q2: 154,620 shares; 2025Q3: 156,916 shares; 2025Q4: 158,185 shares 158,185 $30.3M 6.79% +1,269 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: 131,745 shares; 2024Q4: 110,905 shares; 2025Q1: 114,164 shares; 2025Q2: 132,453 shares; 2025Q3: 142,585 shares; 2025Q4: 146,924 shares 146,924 $28.1M 6.29% +4,339 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: 85,291 shares; 2024Q4: 84,622 shares; 2025Q1: 86,244 shares; 2025Q2: 96,006 shares; 2025Q3: 85,232 shares; 2025Q4: 83,812 shares 83,812 $26.2M 5.88% -1,420 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II 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: 462,886 shares; 2025Q4: 468,656 shares 468,656 $24.7M 5.54% +5,770 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: 84,680 shares; 2024Q4: 83,641 shares; 2025Q1: 73,423 shares; 2025Q2: 73,515 shares; 2025Q3: 72,445 shares; 2025Q4: 68,620 shares 68,620 $18.7M 4.18% -3,825 Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189,415 shares; 2024Q4: 173,997 shares; 2025Q1: 240,535 shares; 2025Q2: 225,817 shares; 2025Q3: 180,506 shares; 2025Q4: 179,620 shares 179,620 $18.4M 4.12% -886 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: 324,530 shares; 2024Q4: 342,561 shares; 2025Q1: 297,518 shares; 2025Q2: 604,678 shares; 2025Q3: 590,925 shares; 2025Q4: 331,679 shares 331,679 $16.8M 3.77% -259,246 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 204,679 shares; 2024Q4: 205,414 shares; 2025Q1: 205,696 shares; 2025Q2: 212,365 shares; 2025Q3: 288,013 shares; 2025Q4: 296,387 shares 296,387 $15.2M 3.4% +8,374 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: 271,578 shares; 2024Q4: 266,136 shares; 2025Q1: 262,127 shares; 2025Q2: 264,014 shares; 2025Q3: 269,731 shares; 2025Q4: 272,571 shares 272,571 $14.9M 3.35% +2,840 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: 49,209 shares; 2024Q4: 47,455 shares; 2025Q1: 39,357 shares; 2025Q2: 38,115 shares; 2025Q3: 38,230 shares; 2025Q4: 38,112 shares 38,112 $12.3M 2.75% -118 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: 22,828 shares; 2024Q4: 22,563 shares; 2025Q1: 22,462 shares; 2025Q2: 23,702 shares; 2025Q3: 23,516 shares; 2025Q4: 25,385 shares 25,385 $12.3M 2.75% +1,869 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,281 shares; 2024Q4: 80,333 shares; 2025Q1: 82,857 shares; 2025Q2: 86,038 shares; 2025Q3: 86,285 shares; 2025Q4: 85,704 shares 85,704 $12.1M 2.71% -581 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: 30,973 shares; 2024Q4: 30,792 shares; 2025Q1: 22,769 shares; 2025Q2: 23,079 shares; 2025Q3: 23,176 shares; 2025Q4: 23,016 shares 23,016 $11.6M 2.59% -160 Timeline IUSB 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: 22,518 shares; 2025Q4: 236,762 shares 236,762 $11M 2.47% +214,244 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: 73,065 shares; 2024Q4: 72,627 shares; 2025Q1: 72,451 shares; 2025Q2: 72,779 shares; 2025Q3: 71,466 shares; 2025Q4: 70,045 shares 70,045 $10.8M 2.43% -1,421 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: 57,123 shares; 2024Q4: 56,722 shares; 2025Q1: 56,444 shares; 2025Q2: 57,084 shares; 2025Q3: 36,792 shares; 2025Q4: 36,471 shares 36,471 $10.6M 2.37% -321 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: 47,742 shares; 2024Q4: 46,954 shares; 2025Q1: 46,659 shares; 2025Q2: 46,557 shares; 2025Q3: 44,586 shares; 2025Q4: 44,090 shares 44,090 $9.12M 2.05% -496 Timeline SPTI 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: not reported; 2025Q2: not reported; 2025Q3: 48,280 shares; 2025Q4: 261,710 shares 261,710 $7.55M 1.69% +213,430 Timeline QQEW 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: 66,084 shares; 2024Q4: 65,513 shares; 2025Q1: 64,982 shares; 2025Q2: 53,753 shares; 2025Q3: 53,297 shares; 2025Q4: 52,007 shares 52,007 $7.39M 1.66% -1,290 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: 87,599 shares; 2024Q4: 86,428 shares; 2025Q1: 85,827 shares; 2025Q2: 86,442 shares; 2025Q3: 90,203 shares; 2025Q4: 92,250 shares 92,250 $6.59M 1.48% +2,047 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: 27,451 shares; 2024Q4: 28,153 shares; 2025Q1: 28,971 shares; 2025Q2: 31,321 shares; 2025Q3: 32,500 shares; 2025Q4: 32,519 shares 32,519 $6.06M 1.36% +19 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF 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: not reported; 2025Q2: not reported; 2025Q3: 52,647 shares; 2025Q4: 97,744 shares 97,744 $5.94M 1.33% +45,097 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: 8,078 shares; 2024Q4: 8,057 shares; 2025Q1: 8,068 shares; 2025Q2: 10,426 shares; 2025Q3: 9,345 shares; 2025Q4: 9,372 shares 9,372 $5.88M 1.32% +27 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: 29,957 shares; 2024Q4: 25,562 shares; 2025Q1: 23,985 shares; 2025Q2: 24,195 shares; 2025Q3: 24,661 shares; 2025Q4: 24,340 shares 24,340 $5.62M 1.26% -321 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 284,554 shares; 2025Q2: 294,202 shares; 2025Q3: 290,605 shares; 2025Q4: 146,824 shares 146,824 $4.55M 1.02% -143,781 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: 6,689 shares; 2024Q4: 6,708 shares; 2025Q1: 6,536 shares; 2025Q2: 6,915 shares; 2025Q3: 6,918 shares; 2025Q4: 6,927 shares 6,927 $4.26M 0.95% +9 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: 12,726 shares; 2024Q4: 12,855 shares; 2025Q1: 13,256 shares; 2025Q2: 13,619 shares; 2025Q3: 13,161 shares; 2025Q4: 13,147 shares 13,147 $4.13M 0.92% -14 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: 4,716 shares; 2024Q4: 4,563 shares; 2025Q1: 4,529 shares; 2025Q2: 6,306 shares; 2025Q3: 6,186 shares; 2025Q4: 6,195 shares 6,195 $4.09M 0.92% +9 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: not reported; 2025Q2: not reported; 2025Q3: 91,436 shares; 2025Q4: 85,334 shares 85,334 $3.73M 0.84% -6,102 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,467 shares; 2025Q4: 17,226 shares 17,226 $3.42M 0.77% +4,759 Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,602 shares; 2024Q4: 42,164 shares; 2025Q1: 42,090 shares; 2025Q2: 22,410 shares; 2025Q3: 21,852 shares; 2025Q4: 21,494 shares 21,494 $2.71M 0.61% -358 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: 25,699 shares; 2024Q4: 25,786 shares; 2025Q1: 25,724 shares; 2025Q2: 20,837 shares; 2025Q3: 21,032 shares; 2025Q4: 21,621 shares 21,621 $2.63M 0.59% +589 Timeline IBDU 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: 170,106 shares; 2025Q3: 172,269 shares; 2025Q4: 105,356 shares 105,356 $2.47M 0.55% -66,913 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: 6,781 shares; 2024Q4: 6,917 shares; 2025Q1: 6,727 shares; 2025Q2: 6,830 shares; 2025Q3: 6,920 shares; 2025Q4: 6,827 shares 6,827 $2.35M 0.53% -93 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: 2,054 shares; 2024Q4: 2,062 shares; 2025Q1: 2,106 shares; 2025Q2: 2,782 shares; 2025Q3: 2,464 shares; 2025Q4: 2,091 shares 2,091 $2.25M 0.5% -373 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,229 shares; 2025Q3: 26,522 shares; 2025Q4: 48,281 shares 48,281 $2.16M 0.48% +21,759 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: 2,631 shares; 2024Q4: 2,622 shares; 2025Q1: 2,631 shares; 2025Q2: 2,634 shares; 2025Q3: 2,482 shares; 2025Q4: 2,439 shares 2,439 $2.14M 0.48% -43 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: 2,878 shares; 2024Q4: 2,870 shares; 2025Q1: 2,873 shares; 2025Q2: 2,902 shares; 2025Q3: 2,980 shares; 2025Q4: 2,983 shares 2,983 $2.03M 0.46% +3 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: 21,019 shares; 2024Q4: 20,777 shares; 2025Q1: 20,697 shares; 2025Q2: 19,938 shares; 2025Q3: 19,458 shares; 2025Q4: 16,833 shares 16,833 $1.93M 0.43% -2,625 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: 7,730 shares; 2024Q4: 7,923 shares; 2025Q1: 7,641 shares; 2025Q2: 7,673 shares; 2025Q3: 7,691 shares; 2025Q4: 7,699 shares 7,699 $1.76M 0.39% +8 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: 1,313 shares; 2024Q4: 1,313 shares; 2025Q1: 1,486 shares; 2025Q2: 2,481 shares; 2025Q3: 2,482 shares; 2025Q4: 2,482 shares 2,482 $1.7M 0.38% 0 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF 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: not reported; 2025Q2: not reported; 2025Q3: 23,763 shares; 2025Q4: 50,012 shares 50,012 $1.67M 0.37% +26,249 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: 7,087 shares; 2024Q4: 7,055 shares; 2025Q1: 6,296 shares; 2025Q2: 6,202 shares; 2025Q3: 5,883 shares; 2025Q4: 5,867 shares 5,867 $1.64M 0.37% -16 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: 34,944 shares; 2024Q4: 37,665 shares; 2025Q1: 36,200 shares; 2025Q2: 38,544 shares; 2025Q3: 38,962 shares; 2025Q4: 39,324 shares 39,324 $1.6M 0.36% +362 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: 2,271 shares; 2024Q4: 2,274 shares; 2025Q1: 2,337 shares; 2025Q2: 4,296 shares; 2025Q3: 4,465 shares; 2025Q4: 4,339 shares 4,339 $1.52M 0.34% -126 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: 4,984 shares; 2024Q4: 4,990 shares; 2025Q1: 4,864 shares; 2025Q2: 4,463 shares; 2025Q3: 4,386 shares; 2025Q4: 4,409 shares 4,409 $1.48M 0.33% +23 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,394 shares; 2024Q4: 15,224 shares; 2025Q1: 15,063 shares; 2025Q2: 15,092 shares; 2025Q3: 14,719 shares; 2025Q4: 14,746 shares 14,746 $1.47M 0.33% +27 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF 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: not reported; 2025Q2: not reported; 2025Q3: 22,040 shares; 2025Q4: 38,028 shares 38,028 $1.47M 0.33% +15,988 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: 10,639 shares; 2024Q4: 10,457 shares; 2025Q1: 11,777 shares; 2025Q2: 14,355 shares; 2025Q3: 11,963 shares; 2025Q4: 12,156 shares 12,156 $1.46M 0.33% +193 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: 4,097 shares; 2024Q4: 4,110 shares; 2025Q1: 4,125 shares; 2025Q2: 4,284 shares; 2025Q3: 4,304 shares; 2025Q4: 4,289 shares 4,289 $1.42M 0.32% -15 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,329 shares; 2025Q4: 11,453 shares 11,453 $1.41M 0.32% +5,124 Timeline INMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II 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: 57,806 shares 57,806 $1.39M 0.31% new Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,056 shares; 2024Q4: 13,148 shares; 2025Q1: 14,171 shares; 2025Q2: 14,001 shares; 2025Q3: 13,927 shares; 2025Q4: 13,953 shares 13,953 $1.39M 0.31% +26 Timeline SPEM 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: 27,369 shares; 2024Q4: 26,858 shares; 2025Q1: 26,655 shares; 2025Q2: 26,940 shares; 2025Q3: 26,665 shares; 2025Q4: 26,681 shares 26,681 $1.25M 0.28% +16 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,129 shares; 2024Q4: 2,084 shares; 2025Q1: 2,090 shares; 2025Q2: 2,050 shares; 2025Q3: 2,056 shares; 2025Q4: 2,061 shares 2,061 $1.24M 0.28% +5 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: 2,592 shares; 2024Q4: 2,620 shares; 2025Q1: 2,673 shares; 2025Q2: 2,676 shares; 2025Q3: 4,342 shares; 2025Q4: 8,568 shares 8,568 $1.23M 0.28% +4,226 Timeline FLOT 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: 10,077 shares; 2024Q4: 22,025 shares; 2025Q1: 21,988 shares; 2025Q2: 22,094 shares; 2025Q3: 22,368 shares; 2025Q4: 22,723 shares 22,723 $1.16M 0.26% +355 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,432 shares; 2024Q4: 3,472 shares; 2025Q1: 3,448 shares; 2025Q2: 3,821 shares; 2025Q3: 3,800 shares; 2025Q4: 3,741 shares 3,741 $1.14M 0.26% -59 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,078 shares; 2024Q4: 10,028 shares; 2025Q1: 9,480 shares; 2025Q2: 20,017 shares; 2025Q3: 20,060 shares; 2025Q4: 20,111 shares 20,111 $1.14M 0.26% +51 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: 31,652 shares; 2024Q4: 32,442 shares; 2025Q1: 31,842 shares; 2025Q2: 34,222 shares; 2025Q3: 31,842 shares; 2025Q4: 31,842 shares 31,842 $1.02M 0.23% 0 Timeline GFF GRIFFON CORP More: the full row for GRIFFON 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: 13,500 shares 13,500 $994K 0.22% new Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,456 shares; 2024Q4: 1,414 shares; 2025Q1: 1,388 shares; 2025Q2: 8,336 shares; 2025Q3: 4,033 shares; 2025Q4: 3,345 shares 3,345 $991K 0.22% -688 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: 8,924 shares; 2024Q4: 8,967 shares; 2025Q1: 9,044 shares; 2025Q2: 9,159 shares; 2025Q3: 9,555 shares; 2025Q4: 9,199 shares 9,199 $976K 0.22% -356 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: 1,533 shares; 2024Q4: 1,465 shares; 2025Q1: 1,640 shares; 2025Q2: 1,627 shares; 2025Q3: 1,633 shares; 2025Q4: 1,636 shares 1,636 $937K 0.21% +3 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: 4,214 shares; 2024Q4: 4,228 shares; 2025Q1: 5,298 shares; 2025Q2: 5,257 shares; 2025Q3: 4,868 shares; 2025Q4: 4,912 shares 4,912 $901K 0.2% +44 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: 665 shares; 2024Q4: 658 shares; 2025Q1: 668 shares; 2025Q2: 997 shares; 2025Q3: 1,061 shares; 2025Q4: 1,039 shares 1,039 $896K 0.2% -22 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: 34,334 shares; 2024Q4: 31,113 shares; 2025Q1: 35,818 shares; 2025Q2: 41,869 shares; 2025Q3: 41,191 shares; 2025Q4: 35,840 shares 35,840 $892K 0.2% -5,351 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG 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: 20,562 shares; 2025Q3: 22,162 shares; 2025Q4: 19,662 shares 19,662 $856K 0.19% -2,500 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: 15,154 shares; 2024Q4: 15,197 shares; 2025Q1: 14,536 shares; 2025Q2: 14,548 shares; 2025Q3: 14,838 shares; 2025Q4: 15,372 shares 15,372 $845K 0.19% +534 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: 3,435 shares; 2024Q4: 3,463 shares; 2025Q1: 3,471 shares; 2025Q2: 3,471 shares; 2025Q3: 3,485 shares; 2025Q4: 3,512 shares 3,512 $772K 0.17% +27 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,814 shares; 2024Q4: 5,831 shares; 2025Q1: 5,847 shares; 2025Q2: 5,860 shares; 2025Q3: 5,874 shares; 2025Q4: 5,890 shares 5,890 $759K 0.17% +16 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: 3,638 shares; 2024Q4: 3,638 shares; 2025Q1: 3,884 shares; 2025Q2: 6,491 shares; 2025Q3: 6,686 shares; 2025Q4: 6,786 shares 6,786 $758K 0.17% +100 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,432 shares 6,432 $747K 0.17% new 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: 7,747 shares; 2024Q4: 7,753 shares; 2025Q1: 8,359 shares; 2025Q2: 8,617 shares; 2025Q3: 8,900 shares; 2025Q4: 8,676 shares 8,676 $697K 0.16% -224 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,450 shares; 2024Q4: 4,422 shares; 2025Q1: 4,655 shares; 2025Q2: 4,803 shares; 2025Q3: 4,829 shares; 2025Q4: 4,769 shares 4,769 $683K 0.15% -60 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: 3,831 shares; 2024Q4: 3,692 shares; 2025Q1: 3,740 shares; 2025Q2: 3,764 shares; 2025Q3: 3,788 shares; 2025Q4: 3,750 shares 3,750 $666K 0.15% -38 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,848 shares; 2024Q4: 1,856 shares; 2025Q1: 1,863 shares; 2025Q2: 1,871 shares; 2025Q3: 1,881 shares; 2025Q4: 1,889 shares 1,889 $662K 0.15% +8 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: 2,895 shares; 2024Q4: 3,211 shares; 2025Q1: 3,343 shares; 2025Q2: 2,665 shares; 2025Q3: 2,645 shares; 2025Q4: 1,456 shares 1,456 $655K 0.15% -1,189 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,760 shares; 2024Q4: 1,761 shares; 2025Q1: 1,763 shares; 2025Q2: 1,788 shares; 2025Q3: 1,888 shares; 2025Q4: 1,889 shares 1,889 $654K 0.15% +1 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: 4,370 shares; 2024Q4: 4,372 shares; 2025Q1: 4,569 shares; 2025Q2: 4,387 shares; 2025Q3: 4,389 shares; 2025Q4: 4,391 shares 4,391 $630K 0.14% +2 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: 5,370 shares; 2024Q4: 5,407 shares; 2025Q1: 5,407 shares; 2025Q2: 6,453 shares; 2025Q3: 6,453 shares; 2025Q4: 6,476 shares 6,476 $622K 0.14% +23 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: 1,512 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,835 shares; 2025Q3: 2,513 shares; 2025Q4: 2,896 shares 2,896 $620K 0.14% +383 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,856 shares; 2024Q4: 4,875 shares; 2025Q1: 4,416 shares; 2025Q2: 4,435 shares; 2025Q3: 4,453 shares; 2025Q4: 4,471 shares 4,471 $619K 0.14% +18 Timeline UFOX ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,191 shares; 2024Q4: 10,884 shares; 2025Q1: 9,404 shares; 2025Q2: 9,410 shares; 2025Q3: 9,414 shares; 2025Q4: 9,420 shares 9,420 $601K 0.13% +6 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,791 shares; 2024Q4: 6,619 shares; 2025Q1: 6,559 shares; 2025Q2: 6,557 shares; 2025Q3: 6,229 shares; 2025Q4: 6,306 shares 6,306 $600K 0.13% +77 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: 2,273 shares; 2024Q4: 2,911 shares; 2025Q1: 3,522 shares; 2025Q2: 5,356 shares; 2025Q3: 3,919 shares; 2025Q4: 3,888 shares 3,888 $593K 0.13% -31 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,038 shares; 2024Q4: 6,039 shares; 2025Q1: 6,037 shares; 2025Q2: 6,038 shares; 2025Q3: 6,038 shares; 2025Q4: 6,038 shares 6,038 $581K 0.13% 0 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,518 shares; 2024Q4: 15,518 shares; 2025Q1: 15,793 shares; 2025Q2: 15,793 shares; 2025Q3: 15,811 shares; 2025Q4: 15,811 shares 15,811 $575K 0.13% 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: 3,218 shares; 2024Q4: 4,065 shares; 2025Q1: 3,299 shares; 2025Q2: 3,299 shares; 2025Q3: 3,314 shares; 2025Q4: 3,332 shares 3,332 $539K 0.12% +18 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,752 shares; 2024Q4: 1,672 shares; 2025Q1: 1,673 shares; 2025Q2: 1,713 shares; 2025Q3: 1,676 shares; 2025Q4: 1,727 shares 1,727 $533K 0.12% +51 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: 4,143 shares; 2024Q4: 4,149 shares; 2025Q1: 4,146 shares; 2025Q2: 4,002 shares; 2025Q3: 2,613 shares; 2025Q4: 2,616 shares 2,616 $510K 0.11% +3 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: 10,385 shares; 2024Q4: 10,398 shares; 2025Q1: 14,015 shares; 2025Q2: 14,031 shares; 2025Q3: 14,046 shares; 2025Q4: 14,060 shares 14,060 $510K 0.11% +14 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: 7,889 shares; 2024Q4: 7,911 shares; 2025Q1: 7,982 shares; 2025Q2: 8,596 shares; 2025Q3: 9,226 shares; 2025Q4: 6,204 shares 6,204 $478K 0.11% -3,022 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,939 shares; 2024Q4: 1,906 shares; 2025Q1: 1,893 shares; 2025Q2: 1,895 shares; 2025Q3: 1,903 shares; 2025Q4: 3,928 shares 3,928 $469K 0.11% +2,025 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: 2,035 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,696 shares; 2025Q3: 1,696 shares; 2025Q4: 1,696 shares 1,696 $468K 0.1% 0 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: 7,458 shares; 2024Q4: 7,458 shares; 2025Q1: 7,458 shares; 2025Q2: 6,988 shares; 2025Q3: 6,988 shares; 2025Q4: 10,135 shares 10,135 $465K 0.1% +3,147 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X 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: 7,123 shares 7,123 $463K 0.1% new Timeline ISEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: not reported; 2025Q2: not reported; 2025Q3: 14,159 shares; 2025Q4: 14,159 shares 14,159 $462K 0.1% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,093 shares; 2024Q4: 1,100 shares; 2025Q1: 1,125 shares; 2025Q2: 1,126 shares; 2025Q3: 1,376 shares; 2025Q4: 1,371 shares 1,371 $449K 0.1% -5 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,553 shares; 2024Q4: 4,441 shares; 2025Q1: 4,807 shares; 2025Q2: 4,616 shares; 2025Q3: 4,693 shares; 2025Q4: 7,370 shares 7,370 $433K 0.1% +2,677 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: 2,531 shares; 2024Q4: 2,856 shares; 2025Q1: 2,826 shares; 2025Q2: 3,165 shares; 2025Q3: 3,145 shares; 2025Q4: 2,978 shares 2,978 $432K 0.1% -167 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: 6,133 shares; 2024Q4: 5,995 shares; 2025Q1: 6,145 shares; 2025Q2: 6,166 shares; 2025Q3: 6,189 shares; 2025Q4: 6,120 shares 6,120 $428K 0.1% -69 Timeline IBDY 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: 33,899 shares; 2025Q3: 32,930 shares; 2025Q4: 16,290 shares 16,290 $426K 0.1% -16,640 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,842 shares 12,842 $419K 0.09% new 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: 507 shares; 2024Q4: 532 shares; 2025Q1: 516 shares; 2025Q2: 631 shares; 2025Q3: 553 shares; 2025Q4: 554 shares 554 $417K 0.09% +1 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 507 shares; 2024Q4: 507 shares; 2025Q1: 493 shares; 2025Q2: 436 shares; 2025Q3: 436 shares; 2025Q4: 4,357 shares 4,357 $408K 0.09% +3,921 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,639 shares; 2025Q2: 1,642 shares; 2025Q3: 1,784 shares; 2025Q4: 1,648 shares 1,648 $381K 0.09% -136 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,292 shares; 2024Q4: 5,227 shares; 2025Q1: 5,240 shares; 2025Q2: 4,650 shares; 2025Q3: 5,451 shares; 2025Q4: 4,671 shares 4,671 $375K 0.08% -780 Timeline VTIP 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: 7,246 shares; 2025Q4: 7,492 shares 7,492 $371K 0.08% +246 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: 2,480 shares; 2024Q4: 2,480 shares; 2025Q1: 2,480 shares; 2025Q2: 2,480 shares; 2025Q3: 2,480 shares; 2025Q4: 2,480 shares 2,480 $369K 0.08% 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: 598 shares; 2024Q4: 588 shares; 2025Q1: 636 shares; 2025Q2: 630 shares; 2025Q3: 631 shares; 2025Q4: 613 shares 613 $350K 0.08% -18 Timeline SYSB 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: 3,722 shares 3,722 $334K 0.07% new Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,487 shares; 2024Q4: 2,869 shares; 2025Q1: 2,517 shares; 2025Q2: 2,619 shares; 2025Q3: 2,915 shares; 2025Q4: 2,628 shares 2,628 $329K 0.07% -287 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: not reported; 2024Q4: 8,777 shares; 2025Q1: 8,766 shares; 2025Q2: 21,771 shares; 2025Q3: 18,376 shares; 2025Q4: 13,003 shares 13,003 $323K 0.07% -5,373 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: not reported; 2024Q4: 3,033 shares; 2025Q1: not reported; 2025Q2: 2,757 shares; 2025Q3: 2,755 shares; 2025Q4: 2,766 shares 2,766 $323K 0.07% +11 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: 3,517 shares; 2024Q4: 10,141 shares; 2025Q1: 10,408 shares; 2025Q2: 11,576 shares; 2025Q3: 11,637 shares; 2025Q4: 11,701 shares 11,701 $321K 0.07% +64 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: 47,054 shares; 2024Q4: 44,634 shares; 2025Q1: 47,396 shares; 2025Q2: 47,606 shares; 2025Q3: 25,264 shares; 2025Q4: 8,548 shares 8,548 $315K 0.07% -16,716 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: 1,397 shares; 2024Q4: 1,256 shares; 2025Q1: 1,288 shares; 2025Q2: 1,259 shares; 2025Q3: 1,269 shares; 2025Q4: 1,272 shares 1,272 $313K 0.07% +3 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,405 shares; 2024Q4: 4,419 shares; 2025Q1: 4,431 shares; 2025Q2: 4,438 shares; 2025Q3: 4,444 shares; 2025Q4: 4,452 shares 4,452 $309K 0.07% +8 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: 7,354 shares; 2024Q4: 6,397 shares; 2025Q1: 5,671 shares; 2025Q2: 5,719 shares; 2025Q3: 5,569 shares; 2025Q4: 5,638 shares 5,638 $308K 0.07% +69 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $304K 0.07% 0 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: 1,194 shares; 2024Q4: 1,198 shares; 2025Q1: 1,167 shares; 2025Q2: 1,407 shares; 2025Q3: 1,412 shares; 2025Q4: 1,381 shares 1,381 $303K 0.07% -31 Timeline IWV 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: 783 shares; 2024Q4: 783 shares; 2025Q1: 783 shares; 2025Q2: 783 shares; 2025Q3: 783 shares; 2025Q4: 783 shares 783 $303K 0.07% 0 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 752 shares; 2024Q4: 752 shares; 2025Q1: 752 shares; 2025Q2: 752 shares; 2025Q3: 752 shares; 2025Q4: 759 shares 759 $292K 0.07% +7 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 437 shares; 2025Q3: 428 shares; 2025Q4: 440 shares 440 $288K 0.06% +12 Timeline BDYN BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,040 shares 11,040 $283K 0.06% new 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: 1,017 shares; 2024Q4: 1,018 shares; 2025Q1: 1,020 shares; 2025Q2: 1,021 shares; 2025Q3: 1,023 shares; 2025Q4: 1,025 shares 1,025 $272K 0.06% +2 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 531 shares 531 $271K 0.06% new Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,714 shares 3,714 $270K 0.06% new Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,891 shares; 2024Q4: 5,845 shares; 2025Q1: 4,295 shares; 2025Q2: 4,295 shares; 2025Q3: 4,295 shares; 2025Q4: 4,295 shares 4,295 $268K 0.06% 0 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: 550 shares; 2024Q4: 550 shares; 2025Q1: 548 shares; 2025Q2: 548 shares; 2025Q3: 548 shares; 2025Q4: 549 shares 549 $268K 0.06% +1 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: 1,761 shares; 2024Q4: 1,768 shares; 2025Q1: 1,775 shares; 2025Q2: 1,745 shares; 2025Q3: 1,753 shares; 2025Q4: 1,760 shares 1,760 $266K 0.06% +7 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: not reported; 2025Q4: 828 shares 828 $252K 0.06% new Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 703 shares; 2024Q4: 1,506 shares; 2025Q1: 1,522 shares; 2025Q2: 1,406 shares; 2025Q3: 1,469 shares; 2025Q4: 1,367 shares 1,367 $252K 0.06% -102 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,949 shares; 2024Q4: 2,959 shares; 2025Q1: 2,980 shares; 2025Q2: 3,019 shares; 2025Q3: 2,972 shares; 2025Q4: 2,984 shares 2,984 $251K 0.06% +12 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH 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: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $251K 0.06% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 701 shares; 2025Q3: 701 shares; 2025Q4: 702 shares 702 $248K 0.06% +1 Timeline NJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: not reported; 2025Q2: not reported; 2025Q3: 3,391 shares; 2025Q4: 3,391 shares 3,391 $246K 0.06% 0 Timeline MBB 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: 2,569 shares 2,569 $245K 0.05% new Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,456 shares; 2024Q4: 8,456 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,213 shares; 2025Q4: 5,213 shares 5,213 $242K 0.05% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,171 shares 2,171 $239K 0.05% new Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,550 shares; 2025Q3: 3,004 shares; 2025Q4: 3,004 shares 3,004 $236K 0.05% 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: 2,412 shares; 2024Q4: 2,419 shares; 2025Q1: 2,425 shares; 2025Q2: 2,431 shares; 2025Q3: 2,437 shares; 2025Q4: 2,445 shares 2,445 $235K 0.05% +8 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,790 shares; 2024Q4: 4,790 shares; 2025Q1: 4,787 shares; 2025Q2: 4,787 shares; 2025Q3: 4,787 shares; 2025Q4: 4,787 shares 4,787 $231K 0.05% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,824 shares; 2025Q3: 1,730 shares; 2025Q4: 1,731 shares 1,731 $230K 0.05% +1 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: 4,112 shares; 2024Q4: 4,105 shares; 2025Q1: 4,158 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,246 shares 4,246 $229K 0.05% new Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT 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: 20,932 shares 20,932 $227K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,330 shares 3,330 $224K 0.05% new Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,450 shares; 2025Q4: 2,256 shares 2,256 $224K 0.05% -194 Timeline NSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: not reported; 2025Q2: not reported; 2025Q3: 7,513 shares; 2025Q4: 7,513 shares 7,513 $220K 0.05% 0 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,571 shares; 2025Q2: 2,689 shares; 2025Q3: 2,799 shares; 2025Q4: 2,810 shares 2,810 $218K 0.05% +11 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,252 shares; 2024Q4: 7,298 shares; 2025Q1: 7,250 shares; 2025Q2: 7,533 shares; 2025Q3: 7,515 shares; 2025Q4: 7,237 shares 7,237 $216K 0.05% -278 Timeline WINN HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,099 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,890 shares; 2025Q3: 6,890 shares; 2025Q4: 6,890 shares 6,890 $214K 0.05% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,188 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,238 shares; 2025Q4: 1,243 shares 1,243 $213K 0.05% +5 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: 1,096 shares; 2024Q4: 1,051 shares; 2025Q1: 1,057 shares; 2025Q2: 1,099 shares; 2025Q3: 1,158 shares; 2025Q4: 1,072 shares 1,072 $209K 0.05% -86 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,361 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,364 shares 2,364 $206K 0.05% new Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 529 shares 529 $206K 0.05% new Timeline IBDV 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: 10,611 shares; 2025Q4: 9,309 shares 9,309 $205K 0.05% -1,302 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 698 shares; 2025Q4: 699 shares 699 $202K 0.05% +1 Timeline NRK NUVEEN NY AMT FREE More: the full row for NUVEEN NY AMT FREE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,410 shares; 2024Q4: 19,274 shares; 2025Q1: 18,709 shares; 2025Q2: 15,924 shares; 2025Q3: 17,221 shares; 2025Q4: 17,632 shares 17,632 $178K 0.04% +411 Timeline PBK POWERBANK CORP More: the full row for POWERBANK 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: 15,000 shares; 2025Q4: 15,000 shares 15,000 $27.1K 0.01% 0 Timeline GERN GERON CORP More: the full row for GERON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,325 shares; 2024Q4: 10,325 shares; 2025Q1: 19,025 shares; 2025Q2: 19,025 shares; 2025Q3: 19,025 shares; 2025Q4: 19,025 shares 19,025 $25.1K 0.01% 0 Timeline RVP RETRACTABLE TECHNOLOGIES INC More: the full row for RETRACTABLE TECHNOLOGIES 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: 27,000 shares; 2025Q3: 27,000 shares; 2025Q4: 19,000 shares 19,000 $14.7K <0.01% -8,000 Timeline