FXU FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,028 shares; 2024Q2: 2,028 shares; 2024Q3: 2,028 shares; 2024Q4: 2,028 shares; 2025Q1: 2,028 shares 2,028 $83.2K 0.01% 0 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,175 shares; 2024Q2: 4,164 shares; 2024Q3: 1,379 shares; 2024Q4: 1,379 shares; 2025Q1: 1,317 shares 1,317 $83.1K 0.01% -62 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 236 shares; 2024Q2: 435 shares; 2024Q3: 731 shares; 2024Q4: 781 shares; 2025Q1: 636 shares 636 $82K 0.01% -145 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,964 shares; 2024Q2: 2,035 shares; 2024Q3: 1,102 shares; 2024Q4: 1,108 shares; 2025Q1: 1,112 shares 1,112 $81.9K 0.01% +4 Timeline EPS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,375 shares; 2024Q2: 1,375 shares; 2024Q3: 1,375 shares; 2024Q4: 1,375 shares; 2025Q1: 1,375 shares 1,375 $81.5K 0.01% 0 Timeline WK WORKIVA INC More: the full row for WORKIVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,070 shares; 2024Q2: 1,070 shares; 2024Q3: 1,070 shares; 2024Q4: 1,070 shares; 2025Q1: 1,070 shares 1,070 $81.2K 0.01% 0 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 16 shares; 2024Q2: 1,242 shares; 2024Q3: 1,335 shares; 2024Q4: 1,352 shares; 2025Q1: 1,339 shares 1,339 $81.2K 0.01% -13 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 661 shares; 2024Q2: 661 shares; 2024Q3: 661 shares; 2024Q4: 662 shares; 2025Q1: 663 shares 663 $80.8K 0.01% +1 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 357 shares; 2024Q2: 307 shares; 2024Q3: 267 shares; 2024Q4: 248 shares; 2025Q1: 248 shares 248 $80.7K 0.01% 0 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 474 shares; 2024Q3: 480 shares; 2024Q4: 497 shares; 2025Q1: 466 shares 466 $80.2K 0.01% -31 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,927 shares; 2024Q2: 2,837 shares; 2024Q3: 2,429 shares; 2024Q4: 1,628 shares; 2025Q1: 1,593 shares 1,593 $79.9K 0.01% -35 Timeline MRCC MONROE CAP CORP More: the full row for MONROE CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 10,227 shares; 2024Q2: 10,227 shares; 2024Q3: 10,227 shares; 2024Q4: 10,227 shares; 2025Q1: 10,227 shares 10,227 $79.8K 0.01% 0 Timeline CQP CHENIERE ENERGY PARTNERS L P More: the full row for CHENIERE ENERGY PARTNERS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,205 shares; 2024Q2: 1,205 shares; 2024Q3: 1,205 shares; 2024Q4: 1,205 shares; 2025Q1: 1,205 shares 1,205 $79.6K 0.01% 0 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 453 shares; 2024Q2: 1,113 shares; 2024Q3: 1,117 shares; 2024Q4: 1,121 shares; 2025Q1: 1,034 shares 1,034 $79.4K 0.01% -87 Timeline XGDVX GABELLI DIVID & INCOME TR More: the full row for GABELLI DIVID & INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,209 shares; 2024Q2: 3,209 shares; 2024Q3: 3,209 shares; 2024Q4: 3,209 shares; 2025Q1: 3,209 shares 3,209 $77.4K 0.01% 0 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 457 shares; 2024Q3: 712 shares; 2024Q4: 715 shares; 2025Q1: 718 shares 718 $76.6K 0.01% +3 Timeline K KELLANOVA More: the full row for KELLANOVA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,414 shares; 2024Q2: 1,414 shares; 2024Q3: 1,442 shares; 2024Q4: 1,445 shares; 2025Q1: 924 shares 924 $76.2K 0.01% -521 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,429 shares; 2024Q2: 3,429 shares; 2024Q3: 3,429 shares; 2024Q4: 3,542 shares; 2025Q1: 2,361 shares 2,361 $76.2K 0.01% -1,181 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 350 shares; 2024Q2: 350 shares; 2024Q3: 350 shares; 2024Q4: 350 shares; 2025Q1: 350 shares 350 $76K 0.01% 0 Timeline NAN NUVEEN NY DIVI ADV More: the full row for NUVEEN NY DIVI ADV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,675 shares; 2024Q2: 6,675 shares; 2024Q3: 6,675 shares; 2024Q4: 6,675 shares; 2025Q1: 6,675 shares 6,675 $76K 0.01% 0 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 743 shares; 2024Q2: 743 shares; 2024Q3: 891 shares; 2024Q4: 1,013 shares; 2025Q1: 1,013 shares 1,013 $75.7K 0.01% 0 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,046 shares; 2024Q2: 3,229 shares; 2024Q3: 3,242 shares; 2024Q4: 3,259 shares; 2025Q1: 3,268 shares 3,268 $75.4K 0.01% +9 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 269 shares; 2024Q2: 294 shares; 2024Q3: 294 shares; 2024Q4: 284 shares; 2025Q1: 284 shares 284 $75.3K 0.01% 0 Timeline FJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,495 shares 1,495 $74.6K 0.01% new Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 391 shares; 2024Q2: 581 shares; 2024Q3: 2,945 shares; 2024Q4: 1,454 shares; 2025Q1: 1,049 shares 1,049 $74.5K 0.01% -405 Timeline DSU BLACKROCK DEBT STRATEGIES FD More: the full row for BLACKROCK DEBT STRATEGIES FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,407 shares; 2024Q2: 5,932 shares; 2024Q3: 7,116 shares; 2024Q4: 7,116 shares; 2025Q1: 7,116 shares 7,116 $74.3K 0.01% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 316 shares; 2024Q2: 314 shares; 2024Q3: 314 shares; 2024Q4: 314 shares; 2025Q1: 314 shares 314 $74.3K 0.01% 0 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 235 shares; 2024Q2: 235 shares; 2024Q3: 237 shares; 2024Q4: 367 shares; 2025Q1: 430 shares 430 $74.2K 0.01% +63 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,534 shares; 2024Q2: 1,259 shares; 2024Q3: 1,137 shares; 2024Q4: 1,187 shares; 2025Q1: 1,053 shares 1,053 $73.9K 0.01% -134 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 589 shares; 2024Q2: 589 shares; 2024Q3: 589 shares; 2024Q4: 589 shares; 2025Q1: 589 shares 589 $73.3K 0.01% 0 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 268 shares; 2024Q2: 447 shares; 2024Q3: 647 shares; 2024Q4: 469 shares; 2025Q1: 511 shares 511 $73.2K 0.01% +42 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 944 shares; 2024Q2: 944 shares; 2024Q3: 854 shares; 2024Q4: 854 shares; 2025Q1: 529 shares 529 $73.1K 0.01% -325 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,094 shares; 2024Q2: 1,094 shares; 2024Q3: 1,094 shares; 2024Q4: 1,094 shares; 2025Q1: 1,244 shares 1,244 $72.2K 0.01% +150 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 70 shares; 2024Q2: 267 shares; 2024Q3: 263 shares; 2024Q4: 263 shares; 2025Q1: 264 shares 264 $72K 0.01% +1 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 957 shares; 2024Q2: 1,133 shares; 2024Q3: 529 shares; 2024Q4: 512 shares; 2025Q1: 422 shares 422 $72K 0.01% -90 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 573 shares; 2024Q2: 573 shares; 2024Q3: 573 shares; 2024Q4: 548 shares; 2025Q1: 656 shares 656 $71.9K 0.01% +108 Timeline DIVB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 117 shares; 2024Q4: 1,121 shares; 2025Q1: 1,472 shares 1,472 $71.4K 0.01% +351 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 310 shares; 2024Q2: 1,357 shares; 2024Q3: 1,363 shares; 2024Q4: 1,369 shares; 2025Q1: 1,375 shares 1,375 $71.2K 0.01% +6 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,251 shares; 2024Q2: 2,261 shares; 2024Q3: 2,261 shares; 2024Q4: 2,262 shares; 2025Q1: 2,262 shares 2,262 $71.1K 0.01% 0 Timeline DRIV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,080 shares; 2024Q2: 6,389 shares; 2024Q3: 4,882 shares; 2024Q4: 4,287 shares; 2025Q1: 3,335 shares 3,335 $70.5K 0.01% -952 Timeline HPF HANCOCK JOHN PFD INCOME FD I More: the full row for HANCOCK JOHN PFD INCOME FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,240 shares; 2024Q2: 4,240 shares; 2024Q3: 4,240 shares; 2024Q4: 4,240 shares; 2025Q1: 4,240 shares 4,240 $70.5K 0.01% 0 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 25 shares; 2024Q2: 25 shares; 2024Q3: 25 shares; 2024Q4: 225 shares; 2025Q1: 399 shares 399 $70.4K 0.01% +174 Timeline ETW EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 9,153 shares; 2024Q2: 9,153 shares; 2024Q3: 9,153 shares; 2024Q4: 9,153 shares; 2025Q1: 8,493 shares 8,493 $70.1K 0.01% -660 Timeline GMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,881 shares 1,881 $70K 0.01% new Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,193 shares; 2024Q2: 1,193 shares; 2024Q3: 1,160 shares; 2024Q4: 1,085 shares; 2025Q1: 1,091 shares 1,091 $69.6K 0.01% +6 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 201 shares; 2024Q2: 268 shares; 2024Q3: 282 shares; 2024Q4: 267 shares; 2025Q1: 268 shares 268 $69.4K 0.01% +1 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,294 shares; 2024Q2: 5,288 shares; 2024Q3: 4,839 shares; 2024Q4: 4,230 shares; 2025Q1: 2,266 shares 2,266 $69K 0.01% -1,964 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 815 shares; 2024Q2: 817 shares; 2024Q3: 940 shares; 2024Q4: 944 shares; 2025Q1: 1,002 shares 1,002 $68.9K 0.01% +58 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,453 shares; 2024Q2: 2,291 shares; 2024Q3: 1,858 shares; 2024Q4: 1,236 shares; 2025Q1: 1,137 shares 1,137 $68.3K 0.01% -99 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 873 shares; 2024Q2: 873 shares; 2024Q3: 873 shares; 2024Q4: 873 shares; 2025Q1: 873 shares 873 $68K 0.01% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 932 shares; 2024Q2: 932 shares; 2024Q3: 1,076 shares; 2024Q4: 1,076 shares; 2025Q1: 1,080 shares 1,080 $68K 0.01% +4 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 768 shares; 2024Q2: 768 shares; 2024Q3: 1,964 shares; 2024Q4: 2,149 shares; 2025Q1: 2,175 shares 2,175 $67.9K 0.01% +26 Timeline MTN VAIL RESORTS INC More: the full row for VAIL RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 349 shares; 2024Q2: 479 shares; 2024Q3: 479 shares; 2024Q4: 424 shares; 2025Q1: 424 shares 424 $67.8K 0.01% 0 Timeline XBNYX BLACKROCK NEW YORK MUNI INC More: the full row for BLACKROCK NEW YORK MUNI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,654 shares; 2024Q2: 6,654 shares; 2024Q3: 6,654 shares; 2024Q4: 6,654 shares; 2025Q1: 6,654 shares 6,654 $67.7K 0.01% 0 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 582 shares; 2024Q2: 583 shares; 2024Q3: 585 shares; 2024Q4: 587 shares; 2025Q1: 612 shares 612 $67.3K 0.01% +25 Timeline BIBL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,762 shares; 2024Q2: 2,762 shares; 2024Q3: 2,762 shares; 2024Q4: 2,712 shares; 2025Q1: 1,743 shares 1,743 $66.9K 0.01% -969 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 743 shares; 2024Q2: 1,090 shares; 2024Q3: 1,120 shares; 2024Q4: 1,127 shares; 2025Q1: 1,132 shares 1,132 $66.7K 0.01% +5 Timeline XMLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 369 shares; 2024Q2: 393 shares; 2024Q3: 393 shares; 2024Q4: 393 shares; 2025Q1: 1,080 shares 1,080 $66.7K 0.01% +687 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 24,238 shares; 2024Q2: 23,037 shares; 2024Q3: 13,684 shares; 2024Q4: 5,663 shares; 2025Q1: 3,443 shares 3,443 $66.3K 0.01% -2,220 Timeline GSST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,309 shares 1,309 $66.2K 0.01% new Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 138 shares; 2024Q2: 119 shares; 2024Q3: 139 shares; 2024Q4: 129 shares; 2025Q1: 129 shares 129 $66.1K 0.01% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,290 shares; 2024Q2: 6,290 shares; 2024Q3: 6,290 shares; 2024Q4: 6,290 shares; 2025Q1: 6,290 shares 6,290 $64.8K 0.01% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 200 shares; 2024Q4: 186 shares; 2025Q1: 207 shares 207 $64.7K 0.01% +21 Timeline VIST VISTA ENERGY S.A.B. DE C.V. More: the full row for VISTA ENERGY S.A.B. DE C.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,352 shares; 2024Q2: 2,364 shares; 2024Q3: 2,352 shares; 2024Q4: 1,912 shares; 2025Q1: 1,374 shares 1,374 $64K 0.01% -538 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 671 shares; 2024Q2: 489 shares; 2024Q3: 458 shares; 2024Q4: 455 shares; 2025Q1: 387 shares 387 $63.7K 0.01% -68 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 319 shares; 2024Q2: 459 shares; 2024Q3: 459 shares; 2024Q4: 410 shares; 2025Q1: 396 shares 396 $63.6K 0.01% -14 Timeline PCN PIMCO CORPORATE & INCM STRG More: the full row for PIMCO CORPORATE & INCM STRG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,387 shares; 2024Q2: 6,387 shares; 2024Q3: 5,412 shares; 2024Q4: 4,637 shares; 2025Q1: 4,637 shares 4,637 $63.3K 0.01% 0 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 788 shares; 2024Q2: 806 shares; 2024Q3: 806 shares; 2024Q4: 806 shares; 2025Q1: 807 shares 807 $62.6K 0.01% +1 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 182 shares; 2024Q2: 195 shares; 2024Q3: 212 shares; 2024Q4: 362 shares; 2025Q1: 362 shares 362 $62.3K 0.01% 0 Timeline RFG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,910 shares; 2024Q2: 1,630 shares; 2024Q3: 1,490 shares; 2024Q4: 1,465 shares; 2025Q1: 1,415 shares 1,415 $62K 0.01% -50 Timeline BEPC BROOKFIELD RENEWABLE CORP More: the full row for BROOKFIELD RENEWABLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,303 shares; 2025Q1: 2,178 shares 2,178 $60.8K 0.01% -125 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 149 shares; 2024Q2: 129 shares; 2024Q3: 129 shares; 2024Q4: 129 shares; 2025Q1: 129 shares 129 $60.5K 0.01% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 77 shares; 2024Q2: 98 shares; 2024Q3: 99 shares; 2024Q4: 98 shares; 2025Q1: 98 shares 98 $60.5K 0.01% 0 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,389 shares; 2024Q2: 1,084 shares; 2024Q3: 1,112 shares; 2024Q4: 1,064 shares; 2025Q1: 1,076 shares 1,076 $60.4K 0.01% +12 Timeline ACP ABRDN INCOME CREDIT STRATEGI More: the full row for ABRDN INCOME CREDIT STRATEGI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 10,096 shares; 2024Q2: 10,096 shares; 2024Q3: 10,096 shares; 2024Q4: 10,096 shares; 2025Q1: 10,096 shares 10,096 $59.5K 0.01% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,343 shares; 2024Q2: 1,245 shares; 2024Q3: 897 shares; 2024Q4: 393 shares; 2025Q1: 176 shares 176 $59.3K 0.01% -217 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 472 shares; 2024Q2: 1,129 shares; 2024Q3: 1,129 shares; 2024Q4: 1,129 shares; 2025Q1: 1,091 shares 1,091 $59.3K 0.01% -38 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 500 shares; 2024Q2: 500 shares; 2024Q3: 700 shares; 2024Q4: 700 shares; 2025Q1: 1,049 shares 1,049 $59.3K 0.01% +349 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 427 shares; 2024Q2: 390 shares; 2024Q3: 392 shares; 2024Q4: 395 shares; 2025Q1: 1,189 shares 1,189 $59K 0.01% +794 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 856 shares; 2024Q2: 857 shares; 2024Q3: 858 shares; 2024Q4: 826 shares; 2025Q1: 826 shares 826 $58.2K 0.01% 0 Timeline MFM ABERDEEN MUN INCOME FD More: the full row for ABERDEEN MUN INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 10,960 shares; 2024Q2: 10,960 shares; 2024Q3: 10,960 shares; 2024Q4: 10,960 shares; 2025Q1: 10,960 shares 10,960 $58.1K 0.01% 0 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 805 shares; 2024Q3: 905 shares; 2024Q4: 906 shares; 2025Q1: 907 shares 907 $57.5K 0.01% +1 Timeline FRI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,089 shares 2,089 $57.5K 0.01% new Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 377 shares; 2024Q2: 838 shares; 2024Q3: 1,171 shares; 2024Q4: 820 shares; 2025Q1: 728 shares 728 $57K 0.01% -92 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 278 shares; 2024Q2: 181 shares; 2024Q3: 181 shares; 2024Q4: 166 shares; 2025Q1: 152 shares 152 $56K 0.01% -14 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 313 shares; 2024Q2: 313 shares; 2024Q3: 313 shares; 2024Q4: 313 shares; 2025Q1: 314 shares 314 $55.4K 0.01% +1 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,435 shares; 2024Q2: 1,435 shares; 2024Q3: 1,435 shares; 2024Q4: 1,435 shares; 2025Q1: 1,435 shares 1,435 $55K 0.01% 0 Timeline EWU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,465 shares 1,465 $54.9K 0.01% new Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 703 shares; 2024Q2: 616 shares; 2024Q3: 639 shares; 2024Q4: 639 shares; 2025Q1: 639 shares 639 $54.4K 0.01% 0 Timeline OXFORD LANE CAP CORP OXFORD LANE CAP CORP More: the full row for OXFORD LANE CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,242 shares; 2024Q2: 8,242 shares; 2024Q3: 8,242 shares; 2024Q4: 8,242 shares; 2025Q1: 11,442 shares 11,442 $54K 0.01% +3,200 UNITED STATES STL CORP NEW UNITED STATES STL CORP NEW More: the full row for UNITED STATES STL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,410 shares; 2024Q2: 1,410 shares; 2024Q3: 1,410 shares; 2024Q4: 1,275 shares; 2025Q1: 1,275 shares 1,275 $53.9K 0.01% 0 CXH MFS INVT GRADE MUN TR More: the full row for MFS INVT GRADE MUN TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,775 shares; 2024Q2: 6,775 shares; 2024Q3: 6,775 shares; 2024Q4: 6,775 shares; 2025Q1: 6,775 shares 6,775 $53.7K 0.01% 0 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,571 shares; 2024Q2: 1,639 shares; 2024Q3: 1,339 shares; 2024Q4: 1,255 shares; 2025Q1: 1,098 shares 1,098 $53.3K 0.01% -157 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,557 shares; 2024Q2: 489 shares; 2024Q3: 489 shares; 2024Q4: 489 shares; 2025Q1: 502 shares 502 $52.9K 0.01% +13 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 737 shares; 2024Q2: 746 shares; 2024Q3: 746 shares; 2024Q4: 758 shares; 2025Q1: 758 shares 758 $52.9K 0.01% 0 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 150 shares; 2024Q2: 359 shares; 2024Q3: 525 shares; 2024Q4: 375 shares; 2025Q1: 396 shares 396 $52.4K 0.01% +21 Timeline XSHQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,313 shares; 2025Q1: 1,313 shares 1,313 $51.9K 0.01% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,191 shares; 2024Q2: 947 shares; 2024Q3: 894 shares; 2024Q4: 909 shares; 2025Q1: 958 shares 958 $51.7K 0.01% +49 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 642 shares; 2024Q2: 642 shares; 2024Q3: 642 shares; 2024Q4: 642 shares; 2025Q1: 642 shares 642 $51.5K 0.01% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 411 shares; 2024Q2: 411 shares; 2024Q3: 741 shares; 2024Q4: 1,042 shares; 2025Q1: 1,117 shares 1,117 $51.1K 0.01% +75 Timeline PEY INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,375 shares; 2024Q2: 2,375 shares; 2024Q3: 2,375 shares; 2024Q4: 2,375 shares; 2025Q1: 2,375 shares 2,375 $51K 0.01% 0 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 425 shares; 2024Q2: 384 shares; 2024Q3: 384 shares; 2024Q4: 484 shares; 2025Q1: 458 shares 458 $50.9K 0.01% -26 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,098 shares; 2024Q2: 1,487 shares; 2024Q3: 1,493 shares; 2024Q4: 1,453 shares; 2025Q1: 1,513 shares 1,513 $50.8K 0.01% +60 Timeline CGSM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,950 shares 1,950 $50.7K 0.01% new Timeline CLM CORNERSTONE STRATEGIC INVEST More: the full row for CORNERSTONE STRATEGIC INVEST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,810 shares; 2024Q2: 6,810 shares; 2024Q3: 6,810 shares; 2024Q4: 6,810 shares; 2025Q1: 6,810 shares 6,810 $50.6K 0.01% 0 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 208 shares; 2024Q2: 331 shares; 2024Q3: 223 shares; 2024Q4: 223 shares; 2025Q1: 223 shares 223 $50.5K 0.01% 0 Timeline FMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,190 shares 1,190 $50.2K 0.01% new Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 272 shares; 2024Q2: 977 shares; 2024Q3: 977 shares; 2024Q4: 996 shares; 2025Q1: 996 shares 996 $49.8K 0.01% 0 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 820 shares; 2024Q2: 780 shares; 2024Q3: 782 shares; 2024Q4: 782 shares; 2025Q1: 721 shares 721 $49.8K 0.01% -61 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 50 shares; 2024Q2: 268 shares; 2024Q3: 436 shares; 2024Q4: 437 shares; 2025Q1: 438 shares 438 $49.4K 0.01% +1 Timeline MDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,012 shares 3,012 $49.3K 0.01% new Timeline FTQI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,073 shares; 2024Q2: 2,612 shares; 2024Q3: 2,612 shares; 2024Q4: 2,612 shares; 2025Q1: 2,612 shares 2,612 $49.2K 0.01% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 48 shares; 2024Q3: 354 shares; 2024Q4: 356 shares; 2025Q1: 365 shares 365 $49K 0.01% +9 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,111 shares; 2024Q2: 6,111 shares; 2024Q3: 6,111 shares; 2024Q4: 6,111 shares; 2025Q1: 5,115 shares 5,115 $49K 0.01% -996 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 286 shares; 2024Q2: 286 shares; 2024Q3: 286 shares; 2024Q4: 286 shares; 2025Q1: 286 shares 286 $48.9K 0.01% 0 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,241 shares; 2024Q2: 1,241 shares; 2024Q3: 1,241 shares; 2024Q4: 1,241 shares; 2025Q1: 1,242 shares 1,242 $48.7K 0.01% +1 Timeline FNY FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 648 shares 648 $48.5K 0.01% new Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 337 shares; 2024Q2: 337 shares; 2024Q3: 338 shares; 2024Q4: 339 shares; 2025Q1: 430 shares 430 $48.4K 0.01% +91 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 95 shares; 2024Q2: 95 shares; 2024Q3: 96 shares; 2024Q4: 95 shares; 2025Q1: 95 shares 95 $48.3K 0.01% 0 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,438 shares; 2024Q2: 2,438 shares; 2024Q3: 2,438 shares; 2024Q4: 2,438 shares; 2025Q1: 2,438 shares 2,438 $48.2K 0.01% 0 Timeline FTGS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 1,318 shares; 2024Q3: 1,316 shares; 2024Q4: 1,316 shares; 2025Q1: 1,618 shares 1,618 $48.1K 0.01% +302 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 61 shares; 2024Q2: 61 shares; 2024Q3: 391 shares; 2024Q4: 215 shares; 2025Q1: 100 shares 100 $47.8K 0.01% -115 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 36 shares; 2024Q2: 36 shares; 2024Q3: 37 shares; 2024Q4: 59 shares; 2025Q1: 72 shares 72 $47.7K 0.01% +13 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 14 shares; 2024Q3: 14 shares; 2024Q4: 958 shares; 2025Q1: 865 shares 865 $47.7K 0.01% -93 Timeline BUG GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 250 shares; 2024Q2: 250 shares; 2024Q3: 300 shares; 2024Q4: 1,067 shares; 2025Q1: 1,473 shares 1,473 $47.6K 0.01% +406 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 135 shares; 2024Q2: 135 shares; 2024Q3: 135 shares; 2024Q4: 135 shares; 2025Q1: 177 shares 177 $47.6K 0.01% +42 Timeline WELLS FARGO & CO WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 38 shares; 2024Q2: 38 shares; 2024Q3: 38 shares; 2024Q4: 39 shares; 2025Q1: 39 shares 39 $47K 0.01% 0 YETI YETI HLDGS INC More: the full row for YETI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,960 shares; 2024Q2: 1,960 shares; 2024Q3: 1,460 shares; 2024Q4: 1,410 shares; 2025Q1: 1,410 shares 1,410 $46.7K 0.01% 0 Timeline ACA ARCOSA INC More: the full row for ARCOSA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 405 shares; 2024Q2: 405 shares; 2024Q3: 605 shares; 2024Q4: 605 shares; 2025Q1: 605 shares 605 $46.7K 0.01% 0 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,271 shares; 2024Q2: 4,624 shares; 2024Q3: 4,635 shares; 2024Q4: 4,635 shares; 2025Q1: 4,651 shares 4,651 $46.4K 0.01% +16 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 70 shares; 2024Q2: 136 shares; 2024Q3: 136 shares; 2024Q4: 136 shares; 2025Q1: 177 shares 177 $46.3K 0.01% +41 Timeline ELF E L F BEAUTY INC More: the full row for E L F BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 459 shares; 2024Q2: 816 shares; 2024Q3: 1,001 shares; 2024Q4: 764 shares; 2025Q1: 736 shares 736 $46.2K 0.01% -28 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 823 shares; 2024Q2: 1,125 shares; 2024Q3: 1,128 shares; 2024Q4: 1,130 shares; 2025Q1: 1,199 shares 1,199 $46K 0.01% +69 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 817 shares; 2024Q3: 827 shares; 2024Q4: 1,057 shares; 2025Q1: 961 shares 961 $45.6K 0.01% -96 Timeline XLGIX LAZARD GLOBAL TOTAL RETURN & More: the full row for LAZARD GLOBAL TOTAL RETURN & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,930 shares; 2024Q2: 2,930 shares; 2024Q3: 2,930 shares; 2024Q4: 2,930 shares; 2025Q1: 2,930 shares 2,930 $45.2K 0.01% 0 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 272 shares; 2024Q4: 247 shares; 2025Q1: 247 shares 247 $44.8K 0.01% 0 Timeline TWO TWO HARBORS INVENTMENT CORPO More: the full row for TWO HARBORS INVENTMENT CORPO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,337 shares; 2024Q2: 3,337 shares; 2024Q3: 3,337 shares; 2024Q4: 3,337 shares; 2025Q1: 3,337 shares 3,337 $44.6K 0.01% 0 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 685 shares; 2024Q2: 685 shares; 2024Q3: 685 shares; 2024Q4: 685 shares; 2025Q1: 685 shares 685 $44.6K 0.01% 0 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,100 shares; 2024Q2: 1,152 shares; 2024Q3: 1,152 shares; 2024Q4: 1,152 shares; 2025Q1: 1,152 shares 1,152 $43.9K 0.01% 0 Timeline HIPS GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,750 shares; 2024Q2: 4,750 shares; 2024Q3: 4,750 shares; 2024Q4: 3,430 shares; 2025Q1: 3,430 shares 3,430 $43.6K 0.01% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 46 shares; 2025Q1: 46 shares 46 $43.5K 0.01% 0 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 534 shares; 2024Q2: 535 shares; 2024Q3: 462 shares; 2024Q4: 313 shares; 2025Q1: 314 shares 314 $43.3K 0.01% +1 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 245 shares; 2024Q3: 251 shares; 2024Q4: 245 shares; 2025Q1: 246 shares 246 $43.2K 0.01% +1 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 500 shares; 2024Q2: 500 shares; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares 500 $43K 0.01% 0 Timeline FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 384 shares; 2024Q2: 384 shares; 2024Q3: 384 shares; 2024Q4: 384 shares; 2025Q1: 384 shares 384 $42.9K 0.01% 0 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 266 shares; 2024Q2: 196 shares; 2024Q3: 196 shares; 2024Q4: 196 shares; 2025Q1: 196 shares 196 $42.8K 0.01% 0 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 410 shares; 2024Q3: 512 shares; 2024Q4: 571 shares; 2025Q1: 368 shares 368 $42.5K 0.01% -203 Timeline JXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 583 shares; 2024Q3: 612 shares; 2024Q4: 613 shares; 2025Q1: 613 shares 613 $42.4K 0.01% 0 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 364 shares; 2024Q2: 364 shares; 2024Q3: 364 shares; 2024Q4: 364 shares; 2025Q1: 364 shares 364 $42.4K 0.01% 0 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 139 shares; 2024Q2: 139 shares; 2024Q3: 314 shares; 2024Q4: 314 shares; 2025Q1: 249 shares 249 $41.9K 0.01% -65 Timeline PPH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 459 shares; 2024Q3: 459 shares; 2024Q4: 459 shares; 2025Q1: 459 shares 459 $41.8K 0.01% 0 Timeline PSF COHEN & STEERS SELECT PFD & More: the full row for COHEN & STEERS SELECT PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,000 shares; 2024Q2: 2,000 shares; 2024Q3: 2,029 shares; 2024Q4: 2,054 shares; 2025Q1: 2,080 shares 2,080 $41.6K 0.01% +26 Timeline AFGR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,520 shares 1,520 $41.5K 0.01% new Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 351 shares; 2024Q2: 645 shares; 2024Q3: 646 shares; 2024Q4: 646 shares; 2025Q1: 681 shares 681 $41.5K 0.01% +35 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 10 shares; 2024Q3: 70 shares; 2024Q4: 460 shares; 2025Q1: 460 shares 460 $41.5K 0.01% 0 Timeline XEVVX EATON VANCE LIMITED DURATION More: the full row for EATON VANCE LIMITED DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,105 shares; 2024Q2: 4,105 shares; 2024Q3: 4,105 shares; 2024Q4: 4,105 shares; 2025Q1: 4,105 shares 4,105 $41K 0.01% 0 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 28 shares; 2024Q2: 396 shares; 2024Q3: 396 shares; 2024Q4: 396 shares; 2025Q1: 396 shares 396 $40.9K 0.01% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 834 shares; 2025Q1: 837 shares 837 $40.8K 0.01% +3 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,253 shares; 2024Q2: 1,253 shares; 2024Q3: 1,253 shares; 2024Q4: 1,253 shares; 2025Q1: 1,253 shares 1,253 $40.8K 0.01% 0 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 168 shares; 2024Q3: 168 shares; 2024Q4: 168 shares; 2025Q1: 561 shares 561 $40.6K 0.01% +393 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,755 shares; 2024Q2: 2,755 shares; 2024Q3: 2,755 shares; 2024Q4: 2,755 shares; 2025Q1: 2,755 shares 2,755 $40.4K 0.01% 0 Timeline ARKF ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,771 shares; 2024Q2: 1,771 shares; 2024Q3: 1,365 shares; 2024Q4: 1,209 shares; 2025Q1: 1,209 shares 1,209 $40.2K 0.01% 0 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 158 shares; 2024Q2: 637 shares; 2024Q3: 662 shares; 2024Q4: 637 shares; 2025Q1: 612 shares 612 $40.2K 0.01% -25 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,193 shares; 2024Q2: 1,084 shares; 2024Q3: 1,112 shares; 2024Q4: 1,099 shares; 2025Q1: 1,108 shares 1,108 $40K 0.01% +9 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 725 shares; 2024Q2: 786 shares; 2024Q3: 786 shares; 2024Q4: 757 shares; 2025Q1: 758 shares 758 $39.8K 0.01% +1 Timeline EQAL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 840 shares 840 $39.7K 0.01% new Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,279 shares; 2024Q2: 1,279 shares; 2024Q3: 1,279 shares; 2024Q4: 1,369 shares; 2025Q1: 1,369 shares 1,369 $39.6K 0.01% 0 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,209 shares; 2024Q2: 1,209 shares; 2024Q3: 1,266 shares; 2024Q4: 1,266 shares; 2025Q1: 1,267 shares 1,267 $39.5K 0.01% +1 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,138 shares; 2024Q2: 1,141 shares; 2024Q3: 1,104 shares; 2024Q4: 903 shares; 2025Q1: 905 shares 905 $39.5K 0.01% +2 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,466 shares 1,466 $39.3K 0.01% new Timeline TOTALENERGIES SE -SPON ADR TOTALENERGIES SE -SPON ADR More: the full row for TOTALENERGIES SE -SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 211 shares; 2024Q2: 1,463 shares; 2024Q3: 1,236 shares; 2024Q4: 602 shares; 2025Q1: 607 shares 607 $39.3K 0.01% +5 IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 62 shares; 2024Q2: 62 shares; 2024Q3: 502 shares; 2024Q4: 502 shares; 2025Q1: 502 shares 502 $39K 0.01% 0 Timeline SHYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,500 shares; 2024Q4: 1,728 shares; 2025Q1: 1,728 shares 1,728 $38.9K 0.01% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 46 shares; 2024Q2: 254 shares; 2024Q3: 416 shares; 2024Q4: 442 shares; 2025Q1: 468 shares 468 $38.8K 0.01% +26 Timeline PBE INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 465 shares; 2024Q3: 465 shares; 2024Q4: 500 shares; 2025Q1: 604 shares 604 $38.3K 0.01% +104 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 940 shares 940 $38.3K 0.01% +840 Timeline AI C3 AI INC More: the full row for C3 AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,026 shares; 2024Q2: 1,981 shares; 2024Q3: 1,840 shares; 2024Q4: 1,840 shares; 2025Q1: 1,818 shares 1,818 $38.3K 0.01% -22 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 295 shares; 2024Q2: 302 shares; 2024Q3: 310 shares; 2024Q4: 303 shares; 2025Q1: 303 shares 303 $38.2K 0.01% 0 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 624 shares; 2024Q2: 624 shares; 2024Q3: 624 shares; 2024Q4: 624 shares; 2025Q1: 1,654 shares 1,654 $38K 0.01% +1,030 Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 420 shares; 2024Q2: 420 shares; 2024Q3: 420 shares; 2024Q4: 3,395 shares; 2025Q1: 5,345 shares 5,345 $38K 0.01% +1,950 Timeline FSCS FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,100 shares 1,100 $38K 0.01% new Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 560 shares; 2024Q2: 560 shares; 2024Q3: 560 shares; 2024Q4: 560 shares; 2025Q1: 561 shares 561 $38K 0.01% +1 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 308 shares; 2024Q2: 1,414 shares; 2024Q3: 1,513 shares; 2024Q4: 1,373 shares; 2025Q1: 1,365 shares 1,365 $37.6K 0.01% -8 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 757 shares; 2024Q2: 945 shares; 2024Q3: 444 shares; 2024Q4: 445 shares; 2025Q1: 407 shares 407 $37.5K 0.01% -38 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 404 shares; 2024Q2: 444 shares; 2024Q3: 444 shares; 2024Q4: 444 shares; 2025Q1: 444 shares 444 $37.5K 0.01% 0 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 108 shares; 2024Q2: 108 shares; 2024Q3: 138 shares; 2024Q4: 208 shares; 2025Q1: 198 shares 198 $37.4K 0.01% -10 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 953 shares; 2024Q2: 953 shares; 2024Q3: 953 shares; 2024Q4: 1,905 shares; 2025Q1: 1,883 shares 1,883 $37.2K 0.01% -22 Timeline RZG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 942 shares; 2024Q2: 900 shares; 2024Q3: 900 shares; 2024Q4: 816 shares; 2025Q1: 792 shares 792 $37K <0.01% -24 Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 357 shares 357 $37K <0.01% new Timeline RA BROOKFIELD REAL ASSETS INCOM More: the full row for BROOKFIELD REAL ASSETS INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,893 shares; 2024Q2: 2,893 shares; 2024Q3: 2,893 shares; 2024Q4: 2,793 shares; 2025Q1: 2,793 shares 2,793 $36.8K <0.01% 0 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 70 shares; 2024Q2: 254 shares; 2024Q3: 243 shares; 2024Q4: 243 shares; 2025Q1: 243 shares 243 $36.4K <0.01% 0 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 368 shares; 2024Q2: 369 shares; 2024Q3: 429 shares; 2024Q4: 226 shares; 2025Q1: 204 shares 204 $36.2K <0.01% -22 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 32 shares; 2024Q3: 376 shares; 2024Q4: 376 shares; 2025Q1: 377 shares 377 $35.9K <0.01% +1 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 766 shares; 2024Q2: 675 shares; 2024Q3: 675 shares; 2024Q4: 675 shares; 2025Q1: 676 shares 676 $35.4K <0.01% +1 Timeline SMOT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 1,325 shares; 2024Q3: 1,475 shares; 2024Q4: 1,080 shares; 2025Q1: 1,080 shares 1,080 $35.4K <0.01% 0 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 110 shares; 2024Q3: 110 shares; 2024Q4: 110 shares; 2025Q1: 110 shares 110 $34.9K <0.01% 0 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 714 shares; 2024Q3: 629 shares; 2024Q4: 527 shares; 2025Q1: 455 shares 455 $34.6K <0.01% -72 Timeline EMO CLEARBRIDGE ENERGY MIDSTREAM More: the full row for CLEARBRIDGE ENERGY MIDSTREAM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,422 shares; 2024Q4: 876 shares; 2025Q1: 694 shares 694 $34.4K <0.01% -182 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 458 shares; 2024Q2: 458 shares; 2024Q3: 461 shares; 2024Q4: 415 shares; 2025Q1: 417 shares 417 $34.4K <0.01% +2 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 62 shares; 2024Q3: 123 shares; 2024Q4: 123 shares; 2025Q1: 264 shares 264 $34.3K <0.01% +141 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 236 shares; 2024Q2: 236 shares; 2024Q3: 236 shares; 2024Q4: 236 shares; 2025Q1: 206 shares 206 $34.1K <0.01% -30 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 808 shares; 2024Q2: 808 shares; 2024Q3: 746 shares; 2024Q4: 711 shares; 2025Q1: 711 shares 711 $33.8K <0.01% 0 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 150 shares; 2024Q2: 319 shares; 2024Q3: 319 shares; 2024Q4: 344 shares; 2025Q1: 345 shares 345 $33.8K <0.01% +1 Timeline PIONEER FLOATING RATE FUND I PIONEER FLOATING RATE FUND I More: the full row for PIONEER FLOATING RATE FUND I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,555 shares; 2024Q2: 3,555 shares; 2024Q3: 3,555 shares; 2024Q4: 3,555 shares; 2025Q1: 3,555 shares 3,555 $33.7K <0.01% 0 CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 175 shares; 2024Q2: 171 shares; 2024Q3: 101 shares; 2024Q4: 101 shares; 2025Q1: 102 shares 102 $33.7K <0.01% +1 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 129 shares; 2024Q2: 129 shares; 2024Q3: 129 shares; 2024Q4: 129 shares; 2025Q1: 92 shares 92 $33.4K <0.01% -37 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 868 shares; 2024Q2: 869 shares; 2024Q3: 476 shares; 2024Q4: 399 shares; 2025Q1: 400 shares 400 $33.2K <0.01% +1 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,500 shares; 2024Q2: 1,500 shares; 2024Q3: 1,500 shares; 2024Q4: 1,503 shares; 2025Q1: 1,503 shares 1,503 $33K <0.01% 0 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 936 shares; 2024Q2: 936 shares; 2024Q3: 936 shares; 2024Q4: 936 shares; 2025Q1: 537 shares 537 $32.7K <0.01% -399 Timeline GSEW GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 80 shares; 2024Q2: 777 shares; 2024Q3: 777 shares; 2024Q4: 497 shares; 2025Q1: 425 shares 425 $32.3K <0.01% -72 Timeline BCSF BAIN CAP SPECIALTY FIN INC More: the full row for BAIN CAP SPECIALTY FIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,932 shares; 2024Q2: 1,932 shares; 2024Q3: 1,932 shares; 2024Q4: 1,932 shares; 2025Q1: 1,932 shares 1,932 $32.1K <0.01% 0 Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 999 shares; 2024Q2: 999 shares; 2024Q3: 985 shares; 2024Q4: 985 shares; 2025Q1: 985 shares 985 $32K <0.01% 0 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 92 shares; 2024Q2: 92 shares; 2024Q3: 369 shares; 2024Q4: 362 shares; 2025Q1: 364 shares 364 $32K <0.01% +2 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 300 shares; 2024Q2: 322 shares; 2024Q3: 320 shares; 2024Q4: 320 shares; 2025Q1: 408 shares 408 $31.9K <0.01% +88 Timeline PFXF VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,100 shares; 2024Q2: 2,100 shares; 2024Q3: 1,900 shares; 2024Q4: 1,900 shares; 2025Q1: 1,900 shares 1,900 $31.8K <0.01% 0 Timeline SPYX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 688 shares; 2024Q2: 690 shares; 2024Q3: 691 shares; 2024Q4: 693 shares; 2025Q1: 695 shares 695 $31.8K <0.01% +2 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 365 shares; 2024Q2: 550 shares; 2024Q3: 780 shares; 2024Q4: 410 shares; 2025Q1: 513 shares 513 $31.6K <0.01% +103 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 351 shares; 2024Q3: 373 shares; 2024Q4: 533 shares; 2025Q1: 535 shares 535 $31.6K <0.01% +2 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 214 shares; 2024Q2: 276 shares; 2024Q3: 230 shares; 2024Q4: 270 shares; 2025Q1: 216 shares 216 $31.6K <0.01% -54 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 1,002 shares; 2024Q3: 1,003 shares; 2024Q4: 1,004 shares; 2025Q1: 1,005 shares 1,005 $31.6K <0.01% +1 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,244 shares; 2024Q2: 3,264 shares; 2024Q3: 2,764 shares; 2024Q4: 2,865 shares; 2025Q1: 2,492 shares 2,492 $31K <0.01% -373 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 125 shares; 2024Q4: 125 shares; 2025Q1: 148 shares 148 $30.9K <0.01% +23 Timeline PFN PIMCO INCOME STRATEGY FD II More: the full row for PIMCO INCOME STRATEGY FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,900 shares; 2024Q2: 1,900 shares; 2024Q3: 1,900 shares; 2024Q4: 4,069 shares; 2025Q1: 4,069 shares 4,069 $30.7K <0.01% 0 Timeline EZM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 394 shares; 2024Q2: 345 shares; 2024Q3: 346 shares; 2024Q4: 346 shares; 2025Q1: 511 shares 511 $30.4K <0.01% +165 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 509 shares; 2024Q2: 509 shares; 2024Q3: 509 shares; 2024Q4: 509 shares; 2025Q1: 592 shares 592 $30.2K <0.01% +83 Timeline VKI INVESCO ADVANTAGE MUN INCOME More: the full row for INVESCO ADVANTAGE MUN INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,075 shares; 2024Q2: 4,075 shares; 2024Q3: 3,525 shares; 2024Q4: 3,525 shares; 2025Q1: 3,525 shares 3,525 $30.1K <0.01% 0 Timeline IGPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 585 shares; 2024Q2: 585 shares; 2024Q3: 734 shares; 2024Q4: 734 shares; 2025Q1: 734 shares 734 $29.7K <0.01% 0 Timeline CFO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 430 shares; 2024Q4: 430 shares; 2025Q1: 430 shares 430 $29.5K <0.01% 0 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,004 shares; 2024Q2: 954 shares; 2024Q3: 128 shares; 2024Q4: 128 shares; 2025Q1: 104 shares 104 $29.4K <0.01% -24 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 30 shares; 2024Q2: 117 shares; 2024Q3: 115 shares; 2024Q4: 115 shares; 2025Q1: 115 shares 115 $29.3K <0.01% 0 Timeline RTO RENTOKIL INITIAL PLC More: the full row for RENTOKIL INITIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 1,279 shares; 2024Q3: 1,299 shares; 2024Q4: 1,279 shares; 2025Q1: 1,279 shares 1,279 $29.3K <0.01% 0 Timeline ONEY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 268 shares 268 $29.3K <0.01% new Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,111 shares; 2024Q2: 1,187 shares; 2024Q3: 1,189 shares; 2024Q4: 1,192 shares; 2025Q1: 943 shares 943 $29.2K <0.01% -249 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 648 shares; 2024Q2: 663 shares; 2024Q3: 679 shares; 2024Q4: 695 shares; 2025Q1: 710 shares 710 $29.1K <0.01% +15 Timeline DFSB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 394 shares; 2025Q1: 563 shares 563 $29K <0.01% +169 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 72 shares; 2024Q2: 72 shares; 2024Q3: 72 shares; 2024Q4: 82 shares; 2025Q1: 257 shares 257 $29K <0.01% +175 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 59 shares; 2024Q2: 98 shares; 2024Q3: 112 shares; 2024Q4: 98 shares; 2025Q1: 397 shares 397 $28.9K <0.01% +299 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 174 shares; 2024Q2: 184 shares; 2024Q3: 185 shares; 2024Q4: 185 shares; 2025Q1: 187 shares 187 $28.9K <0.01% +2 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 983 shares 983 $28.8K <0.01% new Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 410 shares 410 $28.8K <0.01% new Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 426 shares; 2024Q2: 1,359 shares; 2024Q3: 1,089 shares; 2024Q4: 933 shares; 2025Q1: 933 shares 933 $28.8K <0.01% 0 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,451 shares; 2024Q2: 1,459 shares; 2024Q3: 1,173 shares; 2024Q4: 1,179 shares; 2025Q1: 962 shares 962 $28.6K <0.01% -217 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 159 shares; 2024Q2: 159 shares; 2024Q3: 159 shares; 2024Q4: 159 shares; 2025Q1: 159 shares 159 $28.5K <0.01% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 930 shares; 2024Q2: 1,148 shares; 2024Q3: 1,158 shares; 2024Q4: 674 shares; 2025Q1: 836 shares 836 $28.2K <0.01% +162 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 285 shares; 2024Q2: 285 shares; 2024Q3: 285 shares; 2024Q4: 285 shares; 2025Q1: 849 shares 849 $28.2K <0.01% +564 Timeline ARKX ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,674 shares; 2024Q2: 1,674 shares; 2024Q3: 1,674 shares; 2024Q4: 1,674 shares; 2025Q1: 1,574 shares 1,574 $27.9K <0.01% -100 Timeline QQQJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 73 shares; 2024Q3: 576 shares; 2024Q4: 576 shares; 2025Q1: 962 shares 962 $27.9K <0.01% +386 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 50 shares; 2024Q2: 50 shares; 2024Q3: 50 shares; 2024Q4: 189 shares; 2025Q1: 244 shares 244 $27.8K <0.01% +55 Timeline SPEU SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 629 shares 629 $27.7K <0.01% new Timeline BDJ BLACKROCK ENHANCED EQUITY DI More: the full row for BLACKROCK ENHANCED EQUITY DI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,200 shares; 2024Q2: 3,200 shares; 2024Q3: 3,200 shares; 2024Q4: 3,200 shares; 2025Q1: 3,200 shares 3,200 $27.5K <0.01% 0 Timeline BIT BLACKROCK MULTI SECTOR INC T More: the full row for BLACKROCK MULTI SECTOR INC T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,900 shares; 2024Q2: 1,900 shares; 2024Q3: 1,900 shares; 2024Q4: 1,900 shares; 2025Q1: 1,900 shares 1,900 $27.5K <0.01% 0 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 25 shares; 2024Q2: 25 shares; 2024Q3: 25 shares; 2024Q4: 25 shares; 2025Q1: 350 shares 350 $27.4K <0.01% +325 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 304 shares; 2024Q3: 285 shares; 2024Q4: 296 shares; 2025Q1: 279 shares 279 $27.2K <0.01% -17 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 17 shares; 2024Q2: 192 shares; 2024Q3: 175 shares; 2024Q4: 176 shares; 2025Q1: 177 shares 177 $27.1K <0.01% +1 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 637 shares; 2024Q2: 571 shares; 2024Q3: 599 shares; 2024Q4: 636 shares; 2025Q1: 571 shares 571 $27K <0.01% -65 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 98 shares; 2024Q2: 98 shares; 2024Q3: 108 shares; 2024Q4: 108 shares; 2025Q1: 108 shares 108 $26.7K <0.01% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 182 shares; 2024Q2: 204 shares; 2024Q3: 214 shares; 2024Q4: 183 shares; 2025Q1: 183 shares 183 $26.7K <0.01% 0 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,658 shares; 2024Q2: 2,146 shares; 2024Q3: 2,115 shares; 2024Q4: 1,831 shares; 2025Q1: 2,321 shares 2,321 $26.5K <0.01% +490 Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 260 shares; 2024Q2: 260 shares; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares 200 $26.3K <0.01% 0 Timeline FLUT FLUTTER ENTMT PLC More: the full row for FLUTTER ENTMT PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 97 shares; 2024Q4: 8 shares; 2025Q1: 118 shares 118 $26.1K <0.01% +110 Timeline JETS ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,819 shares; 2024Q2: 1,257 shares; 2024Q3: 1,257 shares; 2024Q4: 1,257 shares; 2025Q1: 1,257 shares 1,257 $26.1K <0.01% 0 Timeline PKB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 300 shares; 2024Q2: 368 shares; 2024Q3: 368 shares; 2024Q4: 368 shares; 2025Q1: 387 shares 387 $26.1K <0.01% +19 Timeline TBCH TURTLE BEACH CORP More: the full row for TURTLE BEACH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,105 shares; 2024Q2: 4,805 shares; 2024Q3: 3,125 shares; 2024Q4: 1,825 shares; 2025Q1: 1,825 shares 1,825 $26K <0.01% 0 Timeline NFJ VIRTUS DIVIDEND INTEREST & P More: the full row for VIRTUS DIVIDEND INTEREST & P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,146 shares; 2025Q1: 2,146 shares 2,146 $26K <0.01% 0 Timeline EVN EATON VANCE MUN INCOME TR More: the full row for EATON VANCE MUN INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,500 shares; 2024Q2: 2,500 shares; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares 2,500 $25.6K <0.01% 0 Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 104 shares; 2024Q3: 255 shares; 2024Q4: 257 shares; 2025Q1: 281 shares 281 $25.6K <0.01% +24 Timeline QWLD SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 200 shares 200 $25.5K <0.01% new Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 831 shares; 2024Q2: 676 shares; 2024Q3: 436 shares; 2024Q4: 391 shares; 2025Q1: 354 shares 354 $25.5K <0.01% -37 Timeline JMHI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 502 shares 502 $25.3K <0.01% new Timeline EXP EAGLE MATLS INC More: the full row for EAGLE MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 114 shares; 2024Q2: 114 shares; 2024Q3: 114 shares; 2024Q4: 114 shares; 2025Q1: 114 shares 114 $25.3K <0.01% 0 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,478 shares; 2024Q2: 4,676 shares; 2024Q3: 3,030 shares; 2024Q4: 2,830 shares; 2025Q1: 2,357 shares 2,357 $25.3K <0.01% -473 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 704 shares; 2025Q1: 704 shares 704 $25.2K <0.01% 0 Timeline JHMB JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,150 shares 1,150 $25.2K <0.01% new Timeline JFR NUVEEN FLOATING RATE INCOME More: the full row for NUVEEN FLOATING RATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,341 shares; 2024Q2: 4,341 shares; 2024Q3: 2,960 shares; 2024Q4: 2,960 shares; 2025Q1: 2,960 shares 2,960 $25.1K <0.01% 0 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 480 shares; 2024Q3: 571 shares; 2024Q4: 517 shares; 2025Q1: 518 shares 518 $25.1K <0.01% +1 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 150 shares; 2024Q3: 185 shares; 2024Q4: 185 shares; 2025Q1: 185 shares 185 $25K <0.01% 0 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 25 shares; 2024Q2: 96 shares; 2024Q3: 111 shares; 2024Q4: 96 shares; 2025Q1: 72 shares 72 $24.9K <0.01% -24 Timeline ETO EATON VANCE TAX-ADVANTAGED G More: the full row for EATON VANCE TAX-ADVANTAGED G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,007 shares; 2024Q2: 1,007 shares; 2024Q3: 1,007 shares; 2024Q4: 1,007 shares; 2025Q1: 1,007 shares 1,007 $24.8K <0.01% 0 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 488 shares; 2024Q2: 488 shares; 2024Q3: 256 shares; 2024Q4: 256 shares; 2025Q1: 256 shares 256 $24.7K <0.01% 0 Timeline XMVM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 465 shares 465 $24.5K <0.01% +365 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6 shares; 2024Q2: 312 shares; 2024Q3: 361 shares; 2024Q4: 362 shares; 2025Q1: 312 shares 312 $24.5K <0.01% -50 Timeline BTZ BLACKROCK CR ALLOCATION More: the full row for BLACKROCK CR ALLOCATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,250 shares; 2024Q2: 2,250 shares; 2024Q3: 2,250 shares; 2024Q4: 2,250 shares; 2025Q1: 2,250 shares 2,250 $24.1K <0.01% 0 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 496 shares; 2024Q2: 674 shares; 2024Q3: 528 shares; 2024Q4: 203 shares; 2025Q1: 297 shares 297 $24.1K <0.01% +94 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 530 shares; 2024Q2: 150 shares; 2024Q3: 449 shares; 2024Q4: 450 shares; 2025Q1: 451 shares 451 $24.1K <0.01% +1 Timeline TY TRI CONTL CORP More: the full row for TRI CONTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 708 shares; 2024Q2: 721 shares; 2024Q3: 728 shares; 2024Q4: 779 shares; 2025Q1: 786 shares 786 $24.1K <0.01% +7 Timeline VKTX VIKING THERAPEUTICS INC More: the full row for VIKING THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 335 shares; 2024Q2: 1,564 shares; 2024Q3: 2,099 shares; 2024Q4: 1,449 shares; 2025Q1: 994 shares 994 $24K <0.01% -455 Timeline BLACKROCK MUNIHLDGS NY QLTY BLACKROCK MUNIHLDGS NY QLTY More: the full row for BLACKROCK MUNIHLDGS NY QLTY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,360 shares; 2024Q2: 2,360 shares; 2024Q3: 2,360 shares; 2024Q4: 2,360 shares; 2025Q1: 2,360 shares 2,360 $24K <0.01% 0 VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 81 shares; 2024Q2: 81 shares; 2024Q3: 242 shares; 2024Q4: 322 shares; 2025Q1: 263 shares 263 $23.8K <0.01% -59 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 178 shares; 2024Q2: 356 shares; 2024Q3: 357 shares; 2024Q4: 358 shares; 2025Q1: 361 shares 361 $23.7K <0.01% +3 Timeline SCHI SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,050 shares; 2025Q1: 1,051 shares 1,051 $23.6K <0.01% +1 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,078 shares 1,078 $23.5K <0.01% new Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 7 shares; 2024Q2: 353 shares; 2024Q3: 353 shares; 2024Q4: 353 shares; 2025Q1: 360 shares 360 $23.5K <0.01% +7 Timeline XEVTX EATON VANCE TAX ADVT DIV INC More: the full row for EATON VANCE TAX ADVT DIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,007 shares; 2024Q2: 1,007 shares; 2024Q3: 1,007 shares; 2024Q4: 1,007 shares; 2025Q1: 1,007 shares 1,007 $23.4K <0.01% 0 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 453 shares; 2025Q1: 456 shares 456 $23.3K <0.01% +3 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 9 shares; 2024Q2: 282 shares; 2024Q3: 388 shares; 2024Q4: 367 shares; 2025Q1: 367 shares 367 $23.3K <0.01% 0 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 444 shares; 2024Q2: 444 shares; 2024Q3: 444 shares; 2024Q4: 444 shares; 2025Q1: 444 shares 444 $23.1K <0.01% 0 Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 300 shares; 2024Q2: 733 shares; 2024Q3: 633 shares; 2024Q4: 633 shares; 2025Q1: 733 shares 733 $23K <0.01% +100 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 181 shares; 2024Q2: 182 shares; 2024Q3: 181 shares; 2024Q4: 181 shares; 2025Q1: 181 shares 181 $23K <0.01% 0 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 309 shares; 2024Q2: 310 shares; 2024Q3: 310 shares; 2024Q4: 311 shares; 2025Q1: 279 shares 279 $23K <0.01% -32 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 745 shares; 2024Q2: 745 shares; 2024Q3: 745 shares; 2024Q4: 15 shares; 2025Q1: 770 shares 770 $22.8K <0.01% +755 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 120 shares; 2024Q2: 1,710 shares; 2024Q3: 1,710 shares; 2024Q4: 1,390 shares; 2025Q1: 1,085 shares 1,085 $22.8K <0.01% -305 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 811 shares; 2024Q2: 655 shares; 2024Q3: 647 shares; 2024Q4: 532 shares; 2025Q1: 536 shares 536 $22.6K <0.01% +4 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 550 shares; 2024Q2: 550 shares; 2024Q3: 550 shares; 2024Q4: 550 shares; 2025Q1: 551 shares 551 $22.6K <0.01% +1 Timeline PPTA PERPETUA RESOURCES CORP More: the full row for PERPETUA RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 883 shares; 2024Q2: 883 shares; 2024Q3: 2,103 shares; 2024Q4: 2,103 shares; 2025Q1: 2,103 shares 2,103 $22.5K <0.01% 0 Timeline GOOD GLADSTONE COMMERCIAL CORP More: the full row for GLADSTONE COMMERCIAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,500 shares; 2024Q2: 1,500 shares; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares 1,500 $22.5K <0.01% 0 Timeline ERTH INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 1,198 shares; 2024Q3: 983 shares; 2024Q4: 895 shares; 2025Q1: 578 shares 578 $22.4K <0.01% -317 Timeline MANAGED PORTFOLIO SERIES MANAGED PORTFOLIO SERIES More: the full row for MANAGED PORTFOLIO SERIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 474 shares; 2024Q2: 474 shares; 2024Q3: 474 shares; 2024Q4: 474 shares; 2025Q1: 474 shares 474 $22.4K <0.01% 0 HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,570 shares; 2024Q2: 1,570 shares; 2024Q3: 1,570 shares; 2024Q4: 1,570 shares; 2025Q1: 1,570 shares 1,570 $22.3K <0.01% 0 Timeline NGVC NATURAL GROCERS BY VITAMIN More: the full row for NATURAL GROCERS BY VITAMIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 546 shares; 2024Q2: 549 shares; 2024Q3: 550 shares; 2024Q4: 552 shares; 2025Q1: 554 shares 554 $22.3K <0.01% +2 Timeline TCPC BLACKROCK TCP CAPITAL CORP More: the full row for BLACKROCK TCP CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,761 shares; 2024Q2: 2,761 shares; 2024Q3: 2,761 shares; 2024Q4: 2,761 shares; 2025Q1: 2,761 shares 2,761 $22.1K <0.01% 0 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 665 shares; 2024Q2: 406 shares; 2024Q3: 409 shares; 2024Q4: 411 shares; 2025Q1: 414 shares 414 $22K <0.01% +3 Timeline SBLK STAR BULK CARRIERS CORP. More: the full row for STAR BULK CARRIERS CORP. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,400 shares; 2024Q2: 1,400 shares; 2024Q3: 1,400 shares; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares 1,400 $21.8K <0.01% 0 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 190 shares; 2024Q2: 191 shares; 2024Q3: 191 shares; 2024Q4: 191 shares; 2025Q1: 191 shares 191 $21.8K <0.01% 0 Timeline EAT BRINKER INTL INC More: the full row for BRINKER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 110 shares; 2024Q4: 110 shares; 2025Q1: 144 shares 144 $21.5K <0.01% +34 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 50 shares; 2024Q2: 50 shares; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares 50 $21.4K <0.01% 0 Timeline RSPH INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,040 shares; 2024Q2: 890 shares; 2024Q3: 720 shares; 2024Q4: 720 shares; 2025Q1: 720 shares 720 $21.4K <0.01% 0 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 50 shares; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares 50 $21.4K <0.01% 0 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 343 shares; 2024Q2: 343 shares; 2024Q3: 343 shares; 2024Q4: 261 shares; 2025Q1: 161 shares 161 $21.2K <0.01% -100 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 383 shares; 2024Q2: 383 shares; 2024Q3: 383 shares; 2024Q4: 384 shares; 2025Q1: 384 shares 384 $21.1K <0.01% 0 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 54 shares; 2024Q3: 54 shares; 2024Q4: 94 shares; 2025Q1: 40 shares 40 $21K <0.01% -54 Timeline PID INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 1,071 shares; 2024Q3: 1,082 shares; 2024Q4: 1,087 shares; 2025Q1: 1,097 shares 1,097 $20.9K <0.01% +10 Timeline MXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 250 shares; 2024Q3: 305 shares; 2024Q4: 255 shares; 2025Q1: 255 shares 255 $20.8K <0.01% 0 Timeline RWO SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 467 shares; 2024Q3: 470 shares; 2024Q4: 475 shares; 2025Q1: 477 shares 477 $20.8K <0.01% +2 Timeline JD JD.COM INC More: the full row for JD.COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 505 shares; 2024Q4: 505 shares; 2025Q1: 505 shares 505 $20.8K <0.01% 0 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 74 shares; 2024Q3: 74 shares; 2024Q4: 69 shares; 2025Q1: 91 shares 91 $20.7K <0.01% +22 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 136 shares; 2024Q2: 136 shares; 2024Q3: 180 shares; 2024Q4: 100 shares; 2025Q1: 100 shares 100 $20.5K <0.01% 0 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 75 shares; 2024Q2: 166 shares; 2024Q3: 166 shares; 2024Q4: 166 shares; 2025Q1: 165 shares 165 $20.5K <0.01% -1 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,364 shares; 2024Q2: 1,315 shares; 2024Q3: 799 shares; 2024Q4: 801 shares; 2025Q1: 803 shares 803 $20.4K <0.01% +2 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 500 shares; 2024Q2: 500 shares; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares 500 $20.2K <0.01% 0 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 125 shares; 2024Q3: 157 shares; 2024Q4: 157 shares; 2025Q1: 172 shares 172 $20K <0.01% +15 Timeline PTF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 335 shares; 2024Q3: 335 shares; 2024Q4: 335 shares; 2025Q1: 335 shares 335 $19.8K <0.01% 0 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 30 shares; 2025Q1: 250 shares 250 $19.7K <0.01% +220 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 140 shares; 2024Q2: 140 shares; 2024Q3: 140 shares; 2024Q4: 140 shares; 2025Q1: 268 shares 268 $19.6K <0.01% +128 Timeline PBD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 161 shares; 2024Q2: 2,908 shares; 2024Q3: 3,043 shares; 2024Q4: 2,186 shares; 2025Q1: 1,851 shares 1,851 $19.5K <0.01% -335 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 20 shares; 2024Q2: 20 shares; 2024Q3: 20 shares; 2024Q4: 40 shares; 2025Q1: 40 shares 40 $19.5K <0.01% 0 Timeline IDRV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 2,276 shares; 2024Q3: 2,497 shares; 2024Q4: 1,597 shares; 2025Q1: 663 shares 663 $19.4K <0.01% -934 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 204 shares; 2024Q2: 267 shares; 2024Q3: 268 shares; 2024Q4: 251 shares; 2025Q1: 252 shares 252 $19.3K <0.01% +1 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2 shares; 2024Q4: not reported; 2025Q1: 71 shares 71 $19.1K <0.01% new Timeline AXS AXIS CAP HLDGS LTD More: the full row for AXIS CAP HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 190 shares; 2024Q4: 190 shares; 2025Q1: 190 shares 190 $19K <0.01% 0 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 313 shares 313 $18.9K <0.01% new Timeline DIV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 87 shares; 2024Q3: 147 shares; 2024Q4: 90 shares; 2025Q1: 995 shares 995 $18.7K <0.01% +905 Timeline JKS JINKOSOLAR HLDG CO LTD More: the full row for JINKOSOLAR HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,000 shares 1,000 $18.6K <0.01% new Timeline ITRN ITURAN LOCATION AND CONTROL More: the full row for ITURAN LOCATION AND CONTROL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 445 shares; 2024Q2: 445 shares; 2024Q3: 445 shares; 2024Q4: 445 shares; 2025Q1: 515 shares 515 $18.6K <0.01% +70 Timeline AFK VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,069 shares; 2024Q2: 1,069 shares; 2024Q3: 1,069 shares; 2024Q4: 1,069 shares; 2025Q1: 1,069 shares 1,069 $18.6K <0.01% 0 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 295 shares; 2024Q2: 195 shares; 2024Q3: 87 shares; 2024Q4: 87 shares; 2025Q1: 125 shares 125 $18.4K <0.01% +38 Timeline WCLD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 817 shares; 2024Q2: 817 shares; 2024Q3: 817 shares; 2024Q4: 817 shares; 2025Q1: 567 shares 567 $18.4K <0.01% -250 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 68 shares; 2024Q2: 68 shares; 2024Q3: 69 shares; 2024Q4: 68 shares; 2025Q1: 69 shares 69 $18.4K <0.01% +1 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 86 shares; 2024Q2: 86 shares; 2024Q3: 86 shares; 2024Q4: 86 shares; 2025Q1: 71 shares 71 $18.3K <0.01% -15 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 29 shares; 2024Q4: 170 shares; 2025Q1: 308 shares 308 $18.3K <0.01% +138 BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 125 shares; 2024Q2: 530 shares; 2024Q3: 530 shares; 2024Q4: 530 shares; 2025Q1: 530 shares 530 $18K <0.01% 0 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 216 shares; 2025Q1: 384 shares 384 $18K <0.01% +168 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 229 shares; 2024Q3: 230 shares; 2024Q4: 231 shares; 2025Q1: 232 shares 232 $17.9K <0.01% +1 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 61 shares; 2024Q2: 147 shares; 2024Q3: 147 shares; 2024Q4: 147 shares; 2025Q1: 86 shares 86 $17.8K <0.01% -61 Timeline HFXI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 645 shares 645 $17.8K <0.01% new Timeline WK KELLOGG CO WK KELLOGG CO More: the full row for WK KELLOGG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 441 shares; 2024Q2: 426 shares; 2024Q3: 1,003 shares; 2024Q4: 977 shares; 2025Q1: 890 shares 890 $17.7K <0.01% -87 VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 67 shares; 2024Q3: 80 shares; 2024Q4: 80 shares; 2025Q1: 81 shares 81 $17.7K <0.01% +1 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 308 shares; 2024Q2: 615 shares; 2024Q3: 617 shares; 2024Q4: 490 shares; 2025Q1: 515 shares 515 $17.5K <0.01% +25 Timeline IAG IAMGOLD CORP More: the full row for IAMGOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,800 shares 2,800 $17.5K <0.01% new Timeline XSVM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 164 shares; 2024Q2: 164 shares; 2024Q3: 292 shares; 2024Q4: 328 shares; 2025Q1: 346 shares 346 $17.4K <0.01% +18 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 910 shares; 2024Q2: 914 shares; 2024Q3: 914 shares; 2024Q4: 894 shares; 2025Q1: 887 shares 887 $17.3K <0.01% -7 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 31 shares; 2024Q2: 31 shares; 2024Q3: 31 shares; 2024Q4: 31 shares; 2025Q1: 31 shares 31 $17.3K <0.01% 0 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 220 shares; 2024Q2: 220 shares; 2024Q3: 277 shares; 2024Q4: 278 shares; 2025Q1: 278 shares 278 $17.3K <0.01% 0 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 138 shares; 2024Q2: 138 shares; 2024Q3: 37 shares; 2024Q4: 65 shares; 2025Q1: 144 shares 144 $17.2K <0.01% +79 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 239 shares; 2024Q2: 163 shares; 2024Q3: 164 shares; 2024Q4: 165 shares; 2025Q1: 165 shares 165 $17.1K <0.01% 0 Timeline CGO CALAMOS GLOBAL TOTAL RETURN More: the full row for CALAMOS GLOBAL TOTAL RETURN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,650 shares; 2024Q2: 1,650 shares; 2024Q3: 1,650 shares; 2024Q4: 1,650 shares; 2025Q1: 1,650 shares 1,650 $17K <0.01% 0 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 68 shares; 2024Q2: 162 shares; 2024Q3: 162 shares; 2024Q4: 248 shares; 2025Q1: 248 shares 248 $17K <0.01% 0 Timeline UEC URANIUM ENERGY CORP More: the full row for URANIUM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,554 shares; 2024Q2: 3,554 shares; 2024Q3: 3,554 shares; 2024Q4: 3,554 shares; 2025Q1: 3,554 shares 3,554 $17K <0.01% 0 Timeline AWR AMER STATES WTR CO More: the full row for AMER STATES WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 200 shares; 2024Q2: 215 shares; 2024Q3: 215 shares; 2024Q4: 215 shares; 2025Q1: 215 shares 215 $16.9K <0.01% 0 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 677 shares; 2024Q2: 677 shares; 2024Q3: 677 shares; 2024Q4: 677 shares; 2025Q1: 677 shares 677 $16.9K <0.01% 0 Timeline XHB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 150 shares; 2024Q2: 150 shares; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 174 shares 174 $16.9K <0.01% +24 Timeline SMTH ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 825 shares; 2024Q3: 9,325 shares; 2024Q4: 9,325 shares; 2025Q1: 650 shares 650 $16.8K <0.01% -8,675 Timeline TMSL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 550 shares; 2024Q4: 550 shares; 2025Q1: 550 shares 550 $16.8K <0.01% 0 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 138 shares; 2024Q3: 138 shares; 2024Q4: 138 shares; 2025Q1: 139 shares 139 $16.7K <0.01% +1 Timeline VEGI ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 450 shares; 2024Q2: 450 shares; 2024Q3: 450 shares; 2024Q4: 450 shares; 2025Q1: 450 shares 450 $16.7K <0.01% 0 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 580 shares 580 $16.4K <0.01% new Timeline EIM EATON VANCE MUN BD FD More: the full row for EATON VANCE MUN BD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,648 shares; 2024Q2: 1,648 shares; 2024Q3: 1,648 shares; 2024Q4: 1,648 shares; 2025Q1: 1,648 shares 1,648 $16.4K <0.01% 0 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 111 shares; 2025Q1: 224 shares 224 $16.4K <0.01% +113 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 319 shares 319 $16.3K <0.01% new Timeline TPVG TRIPLEPOINT VENTURE GROWTH B More: the full row for TRIPLEPOINT VENTURE GROWTH B Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,327 shares; 2024Q2: 2,327 shares; 2024Q3: 2,327 shares; 2024Q4: 2,327 shares; 2025Q1: 2,327 shares 2,327 $16.2K <0.01% 0 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 532 shares; 2024Q2: 607 shares; 2024Q3: 646 shares; 2024Q4: 176 shares; 2025Q1: 201 shares 201 $16.2K <0.01% +25 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 745 shares 745 $16.1K <0.01% new Timeline FTXO FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 530 shares; 2024Q2: 530 shares; 2024Q3: 530 shares; 2024Q4: 530 shares; 2025Q1: 530 shares 530 $16.1K <0.01% 0 Timeline XISE FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 534 shares 534 $16K <0.01% new Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 141 shares; 2024Q2: 169 shares; 2024Q3: 169 shares; 2024Q4: 169 shares; 2025Q1: 195 shares 195 $15.9K <0.01% +26 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 647 shares; 2024Q2: 1,120 shares; 2024Q3: 1,129 shares; 2024Q4: 984 shares; 2025Q1: 992 shares 992 $15.9K <0.01% +8 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 171 shares; 2024Q2: 143 shares; 2024Q3: 124 shares; 2024Q4: 124 shares; 2025Q1: 124 shares 124 $15.9K <0.01% 0 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 993 shares; 2024Q2: 281 shares; 2024Q3: 299 shares; 2024Q4: 281 shares; 2025Q1: 281 shares 281 $15.8K <0.01% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,207 shares; 2024Q2: 2,161 shares; 2024Q3: 189 shares; 2024Q4: 186 shares; 2025Q1: 143 shares 143 $15.7K <0.01% -43 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 334 shares; 2024Q3: 337 shares; 2024Q4: 677 shares; 2025Q1: 677 shares 677 $15.7K <0.01% 0 Timeline BEP BROOKFIELD RENEWABLE ENERGY More: the full row for BROOKFIELD RENEWABLE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,944 shares; 2024Q2: 1,944 shares; 2024Q3: 700 shares; 2024Q4: 700 shares; 2025Q1: 700 shares 700 $15.5K <0.01% 0 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 15 shares; 2024Q3: 76 shares; 2024Q4: 77 shares; 2025Q1: 77 shares 77 $15.4K <0.01% 0 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 302 shares; 2024Q2: 302 shares; 2024Q3: 248 shares; 2024Q4: 248 shares; 2025Q1: 254 shares 254 $15.4K <0.01% +6 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,814 shares; 2024Q2: 3,815 shares; 2024Q3: 3,466 shares; 2024Q4: 378 shares; 2025Q1: 213 shares 213 $15.4K <0.01% -165 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 175 shares; 2024Q2: 175 shares; 2024Q3: 175 shares; 2024Q4: 175 shares; 2025Q1: 175 shares 175 $15.4K <0.01% 0 Timeline RWJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 375 shares; 2024Q3: 375 shares; 2024Q4: 375 shares; 2025Q1: 375 shares 375 $15.3K <0.01% 0 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,000 shares; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 300 shares 300 $15.3K <0.01% -700 Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100 shares 100 $15.2K <0.01% new Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 246 shares 246 $15.1K <0.01% new Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 105 shares; 2024Q2: 105 shares; 2024Q3: 105 shares; 2024Q4: 105 shares; 2025Q1: 105 shares 105 $15.1K <0.01% 0 Timeline ESTA ESTABLISHMENT LABS HLDGS INC More: the full row for ESTABLISHMENT LABS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 370 shares; 2024Q2: 370 shares; 2024Q3: 370 shares; 2024Q4: 370 shares; 2025Q1: 370 shares 370 $15.1K <0.01% 0 Timeline KORP AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,176 shares; 2024Q2: 357 shares; 2024Q3: 357 shares; 2024Q4: 322 shares; 2025Q1: 322 shares 322 $15K <0.01% 0 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 37 shares; 2024Q2: 37 shares; 2024Q3: 40 shares; 2024Q4: 37 shares; 2025Q1: 37 shares 37 $15K <0.01% 0 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 100 shares; 2024Q4: 150 shares; 2025Q1: 150 shares 150 $14.9K <0.01% 0 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 100 shares; 2024Q2: 101 shares; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares 100 $14.8K <0.01% 0 Timeline MBC MASTERBRAND INC More: the full row for MASTERBRAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,136 shares; 2024Q2: 1,136 shares; 2024Q3: 1,136 shares; 2024Q4: 1,136 shares; 2025Q1: 1,136 shares 1,136 $14.8K <0.01% 0 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 146 shares; 2024Q2: 146 shares; 2024Q3: 147 shares; 2024Q4: 75 shares; 2025Q1: 75 shares 75 $14.8K <0.01% 0 Timeline EQWL INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 144 shares 144 $14.8K <0.01% new Timeline QCLN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 814 shares; 2024Q2: 637 shares; 2024Q3: 452 shares; 2024Q4: 324 shares; 2025Q1: 515 shares 515 $14.7K <0.01% +191 Timeline VNQI VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3 shares; 2024Q2: 3 shares; 2024Q3: 193 shares; 2024Q4: 365 shares; 2025Q1: 362 shares 362 $14.6K <0.01% -3 Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 763 shares; 2024Q4: 763 shares; 2025Q1: 763 shares 763 $14.5K <0.01% 0 Timeline FLQS 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 367 shares 367 $14.5K <0.01% new Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 200 shares; 2024Q2: 200 shares; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares 200 $14.4K <0.01% 0 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 208 shares; 2024Q2: 208 shares; 2024Q3: 208 shares; 2024Q4: 120 shares; 2025Q1: 120 shares 120 $14.3K <0.01% 0 Timeline BCX BLACKROCK RES & COMMODITIES More: the full row for BLACKROCK RES & COMMODITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,534 shares 1,534 $14.3K <0.01% new Timeline UUP INVESCO DB US DLR INDEX TR More: the full row for INVESCO DB US DLR INDEX TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 479 shares; 2024Q3: 479 shares; 2024Q4: 500 shares; 2025Q1: 500 shares 500 $14.3K <0.01% 0 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 87 shares; 2024Q2: 87 shares; 2024Q3: 87 shares; 2024Q4: 118 shares; 2025Q1: 119 shares 119 $14.2K <0.01% +1 Timeline MSM MSC INDL DIRECT INC More: the full row for MSC INDL DIRECT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 606 shares; 2024Q2: 606 shares; 2024Q3: 255 shares; 2024Q4: 183 shares; 2025Q1: 183 shares 183 $14.2K <0.01% 0 Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 185 shares; 2024Q2: 185 shares; 2024Q3: 185 shares; 2024Q4: 185 shares; 2025Q1: 185 shares 185 $14.2K <0.01% 0 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 270 shares 270 $14.2K <0.01% +70 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 492 shares; 2024Q2: 549 shares; 2024Q3: 569 shares; 2024Q4: 1,594 shares; 2025Q1: 2,347 shares 2,347 $14.1K <0.01% +753 Timeline PFD FLAHERTY & CRUMRINE PFD INCO More: the full row for FLAHERTY & CRUMRINE PFD INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,250 shares; 2024Q2: 1,250 shares; 2024Q3: 1,250 shares; 2024Q4: 1,250 shares; 2025Q1: 1,250 shares 1,250 $14K <0.01% 0 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 209 shares; 2024Q2: 209 shares; 2024Q3: 209 shares; 2024Q4: 209 shares; 2025Q1: 209 shares 209 $13.9K <0.01% 0 Timeline MFIC MIDCAP FINANCIAL INVSTMNT CO More: the full row for MIDCAP FINANCIAL INVSTMNT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,279 shares; 2024Q4: 1,079 shares; 2025Q1: 1,079 shares 1,079 $13.9K <0.01% 0 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 47 shares; 2024Q3: 42 shares; 2024Q4: 42 shares; 2025Q1: 55 shares 55 $13.8K <0.01% +13 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 891 shares; 2024Q2: 591 shares; 2024Q3: 591 shares; 2024Q4: 601 shares; 2025Q1: 286 shares 286 $13.8K <0.01% -315 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 324 shares; 2024Q2: 324 shares; 2024Q3: 275 shares; 2024Q4: 275 shares; 2025Q1: 276 shares 276 $13.7K <0.01% +1 Timeline CUZ COUSINS PPTYS INC More: the full row for COUSINS PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 453 shares; 2024Q4: 458 shares; 2025Q1: 463 shares 463 $13.7K <0.01% +5 Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 502 shares; 2025Q1: 502 shares 502 $13.6K <0.01% 0 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3 shares; 2024Q4: not reported; 2025Q1: 505 shares 505 $13.5K <0.01% new Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 300 shares; 2024Q2: 300 shares; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares 300 $13.5K <0.01% 0 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 100 shares; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares 100 $13.5K <0.01% 0 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 1,157 shares; 2024Q3: 1,157 shares; 2024Q4: 1,157 shares; 2025Q1: 1,157 shares 1,157 $13.5K <0.01% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 78 shares; 2024Q2: 53 shares; 2024Q3: 53 shares; 2024Q4: 53 shares; 2025Q1: 53 shares 53 $13.4K <0.01% 0 Timeline IVT INVENTRUST PPTYS CORP More: the full row for INVENTRUST PPTYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 385 shares; 2024Q2: 385 shares; 2024Q3: 455 shares; 2024Q4: 455 shares; 2025Q1: 455 shares 455 $13.4K <0.01% 0 Timeline HYI WESTERN ASSET HIGH YIELD OPP More: the full row for WESTERN ASSET HIGH YIELD OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,116 shares; 2024Q2: 1,116 shares; 2024Q3: 1,116 shares; 2024Q4: 1,116 shares; 2025Q1: 1,116 shares 1,116 $13.2K <0.01% 0 Timeline EXAS EXACT SCIENCES CORP More: the full row for EXACT SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 273 shares; 2024Q3: 393 shares; 2024Q4: 423 shares; 2025Q1: 305 shares 305 $13.2K <0.01% -118 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 816 shares; 2024Q2: 816 shares; 2024Q3: 280 shares; 2024Q4: 174 shares; 2025Q1: 174 shares 174 $13.1K <0.01% 0 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 314 shares; 2024Q3: 314 shares; 2024Q4: 318 shares; 2025Q1: 318 shares 318 $13K <0.01% 0 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 399 shares; 2024Q2: 280 shares; 2024Q3: 280 shares; 2024Q4: 280 shares; 2025Q1: 225 shares 225 $12.8K <0.01% -55 Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 119 shares; 2024Q2: 138 shares; 2024Q3: 73 shares; 2024Q4: 73 shares; 2025Q1: 73 shares 73 $12.8K <0.01% 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 69 shares; 2024Q3: 115 shares; 2024Q4: 117 shares; 2025Q1: 117 shares 117 $12.8K <0.01% 0 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 175 shares; 2025Q1: 225 shares 225 $12.7K <0.01% +50 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 208 shares; 2024Q2: 209 shares; 2024Q3: 101 shares; 2024Q4: 101 shares; 2025Q1: 101 shares 101 $12.7K <0.01% 0 Timeline DNN DENISON MINES CORP More: the full row for DENISON MINES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 9,666 shares; 2024Q2: 9,666 shares; 2024Q3: 9,666 shares; 2024Q4: 9,666 shares; 2025Q1: 9,666 shares 9,666 $12.6K <0.01% 0 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 500 shares; 2024Q4: 884 shares; 2025Q1: 884 shares 884 $12.5K <0.01% 0 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 156 shares 156 $12.5K <0.01% new Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 193 shares; 2024Q3: 194 shares; 2024Q4: 193 shares; 2025Q1: 193 shares 193 $12.4K <0.01% 0 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 436 shares; 2024Q3: 436 shares; 2024Q4: 436 shares; 2025Q1: 436 shares 436 $12.3K <0.01% 0 Timeline PPC PILGRIMS PRIDE CORP More: the full row for PILGRIMS PRIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 225 shares 225 $12.3K <0.01% new Timeline BBNX BETA BIONICS INC More: the full row for BETA BIONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,000 shares 1,000 $12.2K <0.01% new Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 60 shares; 2024Q2: 60 shares; 2024Q3: 65 shares; 2024Q4: 60 shares; 2025Q1: 117 shares 117 $12.2K <0.01% +57 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 230 shares 230 $12.2K <0.01% +130 Timeline RSPS INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,480 shares; 2024Q2: 1,275 shares; 2024Q3: 1,275 shares; 2024Q4: 720 shares; 2025Q1: 395 shares 395 $12.2K <0.01% -325 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 18 shares; 2024Q2: 19 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 105 shares 105 $12.1K <0.01% new Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 500 shares 500 $12K <0.01% new Timeline QAI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 382 shares; 2024Q2: 382 shares; 2024Q3: 382 shares; 2024Q4: 382 shares; 2025Q1: 382 shares 382 $12K <0.01% 0 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 128 shares; 2024Q4: 131 shares; 2025Q1: 132 shares 132 $12K <0.01% +1 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 50 shares; 2024Q2: 147 shares; 2024Q3: 147 shares; 2024Q4: 127 shares; 2025Q1: 127 shares 127 $11.8K <0.01% 0 Timeline QGRO AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 100 shares; 2024Q4: 125 shares; 2025Q1: 125 shares 125 $11.7K <0.01% 0 Timeline GME GAMESTOP CORP More: the full row for GAMESTOP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 941 shares; 2024Q3: 941 shares; 2024Q4: 941 shares; 2025Q1: 522 shares 522 $11.7K <0.01% -419 Timeline BBAI BIGBEAR AI HLDGS INC More: the full row for BIGBEAR AI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,150 shares; 2024Q2: 6,150 shares; 2024Q3: 4,050 shares; 2024Q4: 4,050 shares; 2025Q1: 4,050 shares 4,050 $11.6K <0.01% 0 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 311 shares; 2024Q2: 311 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 378 shares 378 $11.6K <0.01% new Timeline SVXY PROSHARES TR II More: the full row for PROSHARES TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 126 shares; 2024Q2: 252 shares; 2024Q3: 252 shares; 2024Q4: 252 shares; 2025Q1: 252 shares 252 $11.5K <0.01% 0 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 3 shares; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: 3 shares 3 $11.4K <0.01% 0 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 189 shares; 2024Q2: 189 shares; 2024Q3: 209 shares; 2024Q4: 128 shares; 2025Q1: 60 shares 60 $11.4K <0.01% -68 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 128 shares; 2024Q4: 128 shares; 2025Q1: 128 shares 128 $11.3K <0.01% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 228 shares; 2024Q2: 150 shares; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares 150 $11.3K <0.01% 0 Timeline DXPE DXP ENTERPRISES INC More: the full row for DXP ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 135 shares; 2025Q1: 135 shares 135 $11.1K <0.01% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 55 shares; 2024Q2: 55 shares; 2024Q3: 55 shares; 2024Q4: 55 shares; 2025Q1: 55 shares 55 $11.1K <0.01% 0 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 54 shares; 2024Q2: 39 shares; 2024Q3: 39 shares; 2024Q4: 39 shares; 2025Q1: 39 shares 39 $11K <0.01% 0 Timeline ARKG ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 680 shares; 2024Q2: 505 shares; 2024Q3: 567 shares; 2024Q4: 527 shares; 2025Q1: 527 shares 527 $10.9K <0.01% 0 Timeline XIFR XPLR INFRASTRUCTURE LP More: the full row for XPLR INFRASTRUCTURE LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,106 shares; 2024Q2: 1,200 shares; 2024Q3: 1,167 shares; 2024Q4: 1,288 shares; 2025Q1: 1,151 shares 1,151 $10.9K <0.01% -137 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 108 shares 108 $10.9K <0.01% new Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 152 shares; 2024Q2: 133 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 166 shares 166 $10.9K <0.01% new Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 200 shares; 2024Q2: 300 shares; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares 300 $10.9K <0.01% 0 Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares 100 $10.9K <0.01% 0 Timeline FCEF FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 500 shares; 2024Q2: 500 shares; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares 500 $10.8K <0.01% 0 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 142 shares; 2024Q2: 142 shares; 2024Q3: 152 shares; 2024Q4: 142 shares; 2025Q1: 142 shares 142 $10.8K <0.01% 0 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 182 shares; 2024Q2: 182 shares; 2024Q3: 314 shares; 2024Q4: 314 shares; 2025Q1: 68 shares 68 $10.8K <0.01% -246 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,193 shares; 2024Q2: 2,350 shares; 2024Q3: 2,351 shares; 2024Q4: 352 shares; 2025Q1: 257 shares 257 $10.7K <0.01% -95 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 390 shares; 2024Q2: 290 shares; 2024Q3: 290 shares; 2024Q4: 290 shares; 2025Q1: 290 shares 290 $10.7K <0.01% 0 Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 850 shares; 2024Q2: 850 shares; 2024Q3: 850 shares; 2024Q4: 850 shares; 2025Q1: 850 shares 850 $10.7K <0.01% 0 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,657 shares; 2024Q2: 1,252 shares; 2024Q3: 938 shares; 2024Q4: 483 shares; 2025Q1: 184 shares 184 $10.7K <0.01% -299 Timeline LYTS LSI INDS INC OHIO More: the full row for LSI INDS INC OHIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 620 shares; 2024Q4: 620 shares; 2025Q1: 620 shares 620 $10.5K <0.01% 0 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,709 shares; 2024Q2: 3,610 shares; 2024Q3: 637 shares; 2024Q4: 446 shares; 2025Q1: 243 shares 243 $10.5K <0.01% -203 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 131 shares 131 $10.5K <0.01% new Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 75 shares; 2024Q2: 75 shares; 2024Q3: 60 shares; 2024Q4: 60 shares; 2025Q1: 60 shares 60 $10.4K <0.01% 0 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 244 shares; 2024Q2: 201 shares; 2024Q3: 201 shares; 2024Q4: 201 shares; 2025Q1: 141 shares 141 $10.4K <0.01% -60 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 164 shares; 2024Q3: 165 shares; 2024Q4: 165 shares; 2025Q1: 166 shares 166 $10.4K <0.01% +1 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 374 shares 374 $10.4K <0.01% new Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 174 shares; 2024Q3: 210 shares; 2024Q4: 174 shares; 2025Q1: 174 shares 174 $10.3K <0.01% 0 Timeline GRPN GROUPON INC More: the full row for GROUPON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 550 shares; 2024Q4: 550 shares; 2025Q1: 550 shares 550 $10.3K <0.01% 0 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 123 shares; 2024Q2: 123 shares; 2024Q3: 123 shares; 2024Q4: 123 shares; 2025Q1: 123 shares 123 $10.3K <0.01% 0 Timeline GEM GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,024 shares; 2024Q2: 1,332 shares; 2024Q3: 392 shares; 2024Q4: 309 shares; 2025Q1: 309 shares 309 $10.3K <0.01% 0 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 201 shares 201 $10.2K <0.01% new Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 435 shares; 2024Q2: 478 shares; 2024Q3: 478 shares; 2024Q4: 308 shares; 2025Q1: 358 shares 358 $10.2K <0.01% +50 Timeline ACH ACCENDRA HEALTH INC More: the full row for ACCENDRA HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,309 shares; 2024Q2: 1,309 shares; 2024Q3: 1,120 shares; 2024Q4: 1,120 shares; 2025Q1: 1,120 shares 1,120 $10.1K <0.01% 0 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 158 shares; 2024Q2: 158 shares; 2024Q3: 158 shares; 2024Q4: 474 shares; 2025Q1: 428 shares 428 $10.1K <0.01% -46 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 635 shares; 2024Q2: 313 shares; 2024Q3: 204 shares; 2024Q4: 168 shares; 2025Q1: 169 shares 169 $10.1K <0.01% +1 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 89 shares; 2024Q3: 90 shares; 2024Q4: 92 shares; 2025Q1: 412 shares 412 $10K <0.01% +320 Timeline