JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 7,011,759 shares; 2024Q3: 7,016,899 shares; 2024Q4: 7,038,858 shares; 2025Q1: 7,174,646 shares 7,174,646 $1.19B 41.51% +135,788 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 721,595 shares; 2024Q3: 726,236 shares; 2024Q4: 727,652 shares; 2025Q1: 733,084 shares 733,084 $410M 14.3% +5,432 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 467,921 shares; 2024Q3: 472,803 shares; 2024Q4: 490,450 shares; 2025Q1: 524,358 shares 524,358 $295M 10.28% +33,908 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 818,422 shares; 2024Q3: 839,830 shares; 2024Q4: 840,704 shares; 2025Q1: 853,565 shares 853,565 $190M 6.61% +12,861 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 35,041 shares; 2024Q3: 51,710 shares; 2024Q4: 54,009 shares; 2025Q1: 86,484 shares 86,484 $32.5M 1.13% +32,475 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 209,951 shares; 2024Q3: 211,728 shares; 2024Q4: 209,556 shares; 2025Q1: 211,037 shares 211,037 $31.6M 1.1% +1,481 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 298,504 shares; 2024Q3: 298,074 shares; 2024Q4: 315,052 shares; 2025Q1: 389,152 shares 389,152 $22.7M 0.79% +74,100 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 209,610 shares; 2024Q3: 265,184 shares; 2024Q4: 283,127 shares; 2025Q1: 243,158 shares 243,158 $22.1M 0.77% -39,969 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 204,458 shares; 2024Q3: 225,475 shares; 2024Q4: 246,594 shares; 2025Q1: 154,298 shares 154,298 $18.8M 0.66% -92,296 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 293,201 shares; 2024Q4: 295,691 shares; 2025Q1: 349,587 shares 349,587 $17.9M 0.62% +53,896 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 146,587 shares; 2024Q3: 150,440 shares; 2024Q4: 147,747 shares; 2025Q1: 166,784 shares 166,784 $17.4M 0.61% +19,037 Timeline AVDE 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: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 225,613 shares 225,613 $15M 0.52% new Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 170,411 shares; 2024Q3: 212,113 shares; 2024Q4: 237,285 shares; 2025Q1: 275,287 shares 275,287 $14.7M 0.51% +38,002 Timeline GTO 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: restricted; 2024Q2: not reported; 2024Q3: 268,850 shares; 2024Q4: 318,777 shares; 2025Q1: 302,651 shares 302,651 $14.2M 0.5% -16,126 Timeline MOAT 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: restricted; 2024Q2: 121,264 shares; 2024Q3: 143,596 shares; 2024Q4: 164,899 shares; 2025Q1: 160,358 shares 160,358 $14.1M 0.49% -4,541 Timeline QQQM 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: restricted; 2024Q2: 66,801 shares; 2024Q3: 74,678 shares; 2024Q4: 80,314 shares; 2025Q1: 68,286 shares 68,286 $13.2M 0.46% -12,028 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,969 shares; 2024Q3: 22,097 shares; 2024Q4: 39,942 shares; 2025Q1: 78,284 shares 78,284 $13.1M 0.46% +38,342 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 36,544 shares; 2024Q3: 38,652 shares; 2024Q4: 39,138 shares; 2025Q1: 41,381 shares 41,381 $12.7M 0.44% +2,243 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 11,088 shares; 2024Q3: 10,587 shares; 2024Q4: 10,536 shares; 2025Q1: 60,986 shares 60,986 $12.3M 0.43% +50,450 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 73,860 shares; 2024Q3: 89,291 shares; 2024Q4: 93,237 shares; 2025Q1: 109,325 shares 109,325 $11.8M 0.41% +16,088 Timeline AINP ALLSPRING EXCHANGE TRADED FU More: the full row for ALLSPRING EXCHANGE TRADED FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 455,019 shares 455,019 $11.4M 0.4% new Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 9,065 shares; 2024Q3: 11,755 shares; 2024Q4: 14,544 shares; 2025Q1: 19,628 shares 19,628 $11.3M 0.39% +5,084 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 30,214 shares; 2024Q3: 46,431 shares; 2024Q4: 48,990 shares; 2025Q1: 55,228 shares 55,228 $10.5M 0.37% +6,238 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 56,901 shares; 2024Q3: 74,156 shares; 2024Q4: 90,057 shares; 2025Q1: 101,332 shares 101,332 $9.47M 0.33% +11,275 Timeline EMTL SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 117,041 shares; 2024Q3: 143,700 shares; 2024Q4: 160,028 shares; 2025Q1: 213,258 shares 213,258 $9.19M 0.32% +53,230 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 137,259 shares 137,259 $8.49M 0.3% new Timeline JPIE 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: restricted; 2024Q2: 106,084 shares; 2024Q3: 258,864 shares; 2024Q4: 294,556 shares; 2025Q1: 174,744 shares 174,744 $8.05M 0.28% -119,812 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 61,188 shares; 2024Q3: 75,028 shares; 2024Q4: 80,284 shares; 2025Q1: 86,080 shares 86,080 $7.5M 0.26% +5,796 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: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 333,991 shares 333,991 $7.31M 0.26% new Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 95,496 shares; 2024Q3: 104,370 shares; 2024Q4: 120,260 shares; 2025Q1: 140,860 shares 140,860 $7.1M 0.25% +20,600 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 10,897 shares; 2024Q3: 12,573 shares; 2024Q4: 12,217 shares; 2025Q1: 13,697 shares 13,697 $7.04M 0.25% +1,480 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,605 shares; 2024Q3: 11,344 shares; 2024Q4: 11,807 shares; 2025Q1: 13,131 shares 13,131 $6.99M 0.24% +1,324 Timeline IWY 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: restricted; 2024Q2: 35,405 shares; 2024Q3: 34,888 shares; 2024Q4: 34,635 shares; 2025Q1: 33,073 shares 33,073 $6.98M 0.24% -1,562 Timeline IQDG 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: restricted; 2024Q2: 495,195 shares; 2024Q3: 537,445 shares; 2024Q4: 572,669 shares; 2025Q1: 190,313 shares 190,313 $6.79M 0.24% -382,356 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 21,410 shares; 2024Q3: 26,263 shares; 2024Q4: 31,912 shares; 2025Q1: 43,435 shares 43,435 $6.72M 0.23% +11,523 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 13,749 shares; 2024Q3: 18,028 shares; 2024Q4: 20,790 shares; 2025Q1: 26,879 shares 26,879 $6.59M 0.23% +6,089 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,235 shares; 2024Q3: 3,052 shares; 2024Q4: 3,362 shares; 2025Q1: 6,855 shares 6,855 $6.48M 0.23% +3,493 Timeline SPTL 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: restricted; 2024Q2: 187,995 shares; 2024Q3: 193,842 shares; 2024Q4: 188,723 shares; 2025Q1: 236,298 shares 236,298 $6.44M 0.22% +47,575 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,926 shares; 2024Q3: 9,098 shares; 2024Q4: 11,721 shares; 2025Q1: 17,050 shares 17,050 $6.25M 0.22% +5,329 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 46,479 shares; 2024Q3: 49,099 shares; 2024Q4: 54,998 shares; 2025Q1: 52,513 shares 52,513 $5.25M 0.18% -2,485 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 11,422 shares; 2024Q3: 13,596 shares; 2024Q4: 18,754 shares; 2025Q1: 29,098 shares 29,098 $4.96M 0.17% +10,344 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: restricted; 2024Q2: 5,668 shares; 2024Q3: 6,610 shares; 2024Q4: 10,349 shares; 2025Q1: 17,401 shares 17,401 $4.68M 0.16% +7,052 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: restricted; 2024Q2: 8,802 shares; 2024Q3: 26,070 shares; 2024Q4: 90,546 shares; 2025Q1: 94,588 shares 94,588 $4.61M 0.16% +4,042 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 6,625 shares; 2024Q3: 21,776 shares; 2024Q4: 18,062 shares; 2025Q1: 16,752 shares 16,752 $4.6M 0.16% -1,310 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 40,720 shares; 2024Q3: 49,099 shares; 2024Q4: 48,981 shares; 2025Q1: 48,828 shares 48,828 $4.57M 0.16% -153 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 16,496 shares; 2024Q3: 21,904 shares; 2024Q4: 26,106 shares; 2025Q1: 28,973 shares 28,973 $4.53M 0.16% +2,867 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,736 shares; 2024Q3: 8,317 shares; 2024Q4: 9,678 shares; 2025Q1: 12,439 shares 12,439 $4.36M 0.15% +2,761 Timeline MDGL MADRIGAL PHARMACEUTICALS INC More: the full row for MADRIGAL PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 13,325 shares; 2024Q3: 13,328 shares; 2024Q4: 13,078 shares; 2025Q1: 13,078 shares 13,078 $4.33M 0.15% 0 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,493 shares; 2024Q3: 9,660 shares; 2024Q4: 9,643 shares; 2025Q1: 8,945 shares 8,945 $4.19M 0.15% -698 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 16,938 shares; 2024Q3: 54,685 shares; 2024Q4: 54,616 shares; 2025Q1: 53,361 shares 53,361 $4.04M 0.14% -1,255 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 16,481 shares; 2024Q3: 73,780 shares; 2024Q4: 74,294 shares; 2025Q1: 71,845 shares 71,845 $3.93M 0.14% -2,449 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,409 shares; 2024Q3: 6,922 shares; 2024Q4: 9,889 shares; 2025Q1: 15,671 shares 15,671 $3.9M 0.14% +5,782 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 12,536 shares; 2024Q3: 15,547 shares; 2024Q4: 17,419 shares; 2025Q1: 22,522 shares 22,522 $3.77M 0.13% +5,103 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: restricted; 2024Q2: 30,821 shares; 2024Q3: 73,823 shares; 2024Q4: 68,735 shares; 2025Q1: 66,217 shares 66,217 $3.57M 0.12% -2,518 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 6,248 shares; 2024Q3: 7,056 shares; 2024Q4: 9,727 shares; 2025Q1: 16,196 shares 16,196 $3.39M 0.12% +6,469 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,086 shares; 2024Q3: 5,228 shares; 2024Q4: 5,159 shares; 2025Q1: 6,026 shares 6,026 $3.16M 0.11% +867 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 33,263 shares; 2024Q4: 106,573 shares; 2025Q1: 112,319 shares 112,319 $3.14M 0.11% +5,746 Timeline JHML 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: restricted; 2024Q2: 18,696 shares; 2024Q3: 19,899 shares; 2024Q4: 19,395 shares; 2025Q1: 45,311 shares 45,311 $3.05M 0.11% +25,916 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: restricted; 2024Q2: 80,157 shares; 2024Q3: 83,203 shares; 2024Q4: 113,606 shares; 2025Q1: 127,044 shares 127,044 $3.05M 0.11% +13,438 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 19,696 shares; 2024Q3: 74,104 shares; 2024Q4: 62,569 shares; 2025Q1: 59,770 shares 59,770 $3.04M 0.11% -2,799 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,502 shares; 2024Q3: 5,091 shares; 2024Q4: 5,121 shares; 2025Q1: 18,916 shares 18,916 $3M 0.1% +13,795 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 6,010 shares; 2024Q3: 8,535 shares; 2024Q4: 9,248 shares; 2025Q1: 11,233 shares 11,233 $2.91M 0.1% +1,985 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,428 shares; 2024Q3: 2,918 shares; 2024Q4: 3,010 shares; 2025Q1: 3,478 shares 3,478 $2.87M 0.1% +468 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,183 shares; 2024Q3: 4,590 shares; 2024Q4: 5,922 shares; 2025Q1: 8,891 shares 8,891 $2.78M 0.1% +2,969 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 10,581 shares; 2024Q3: 15,609 shares; 2024Q4: 20,550 shares; 2025Q1: 21,929 shares 21,929 $2.61M 0.09% +1,379 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 40,910 shares; 2024Q3: 43,029 shares; 2024Q4: 43,097 shares; 2025Q1: 44,654 shares 44,654 $2.61M 0.09% +1,557 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,842 shares; 2024Q3: 4,302 shares; 2024Q4: 4,470 shares; 2025Q1: 4,557 shares 4,557 $2.5M 0.09% +87 Timeline QEFA 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: restricted; 2024Q2: 27,112 shares; 2024Q3: 29,490 shares; 2024Q4: 30,535 shares; 2025Q1: 30,919 shares 30,919 $2.44M 0.09% +384 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 17,628 shares; 2024Q3: 25,337 shares; 2024Q4: 24,878 shares; 2025Q1: 26,738 shares 26,738 $2.35M 0.08% +1,860 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 32,682 shares; 2024Q3: 38,717 shares; 2024Q4: 18,650 shares; 2025Q1: 20,915 shares 20,915 $2.33M 0.08% +2,265 Timeline TAFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 112,051 shares; 2024Q3: 126,715 shares; 2024Q4: 160,004 shares; 2025Q1: 91,391 shares 91,391 $2.29M 0.08% -68,613 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,793 shares; 2024Q3: 2,220 shares; 2024Q4: 2,247 shares; 2025Q1: 2,337 shares 2,337 $2.18M 0.08% +90 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 7,928 shares; 2024Q3: 9,090 shares; 2024Q4: 11,018 shares; 2025Q1: 12,512 shares 12,512 $2.17M 0.08% +1,494 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 6,534 shares; 2024Q3: 6,297 shares; 2024Q4: 6,323 shares; 2025Q1: 5,880 shares 5,880 $2.12M 0.07% -443 Timeline XLU 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: restricted; 2024Q2: 4,185 shares; 2024Q3: 15,874 shares; 2024Q4: 26,531 shares; 2025Q1: 26,670 shares 26,670 $2.1M 0.07% +139 Timeline 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: restricted; 2024Q2: not reported; 2024Q3: 59,271 shares; 2024Q4: 58,641 shares; 2025Q1: 58,702 shares 58,702 $1.99M 0.07% +61 Timeline IXP 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: restricted; 2024Q2: 25,337 shares; 2024Q3: 24,792 shares; 2024Q4: 24,377 shares; 2025Q1: 20,464 shares 20,464 $1.99M 0.07% -3,913 Timeline QQMG 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: restricted; 2024Q2: 18,495 shares; 2024Q3: 38,860 shares; 2024Q4: 58,308 shares; 2025Q1: 61,468 shares 61,468 $1.95M 0.07% +3,160 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 6,587 shares; 2024Q3: 4,774 shares; 2024Q4: 6,012 shares; 2025Q1: 10,379 shares 10,379 $1.95M 0.07% +4,367 Timeline BEEZ EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 29,479 shares; 2024Q3: 45,307 shares; 2024Q4: 60,340 shares; 2025Q1: 61,658 shares 61,658 $1.87M 0.07% +1,318 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: restricted; 2024Q2: 26,726 shares; 2024Q3: 30,887 shares; 2024Q4: 31,753 shares; 2025Q1: 31,462 shares 31,462 $1.85M 0.06% -291 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 8,113 shares; 2024Q3: 9,208 shares; 2024Q4: 9,911 shares; 2025Q1: 10,676 shares 10,676 $1.82M 0.06% +765 Timeline SPYG 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: restricted; 2024Q2: not reported; 2024Q3: 40,793 shares; 2024Q4: 29,455 shares; 2025Q1: 22,509 shares 22,509 $1.81M 0.06% -6,946 Timeline PWZ 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: restricted; 2024Q2: 70,800 shares; 2024Q3: 71,472 shares; 2024Q4: 76,260 shares; 2025Q1: 75,235 shares 75,235 $1.79M 0.06% -1,025 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 16,420 shares; 2024Q3: 16,535 shares; 2024Q4: 19,896 shares; 2025Q1: 28,951 shares 28,951 $1.79M 0.06% +9,055 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,118 shares; 2024Q3: 4,194 shares; 2024Q4: 7,159 shares; 2025Q1: 12,270 shares 12,270 $1.78M 0.06% +5,111 Timeline SUB 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: restricted; 2024Q2: 13,548 shares; 2024Q3: 15,280 shares; 2024Q4: 17,058 shares; 2025Q1: 16,600 shares 16,600 $1.75M 0.06% -458 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: restricted; 2024Q2: 2,360 shares; 2024Q3: 2,402 shares; 2024Q4: 5,409 shares; 2025Q1: 11,119 shares 11,119 $1.72M 0.06% +5,710 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 9,177 shares; 2024Q3: 13,466 shares; 2024Q4: 13,337 shares; 2025Q1: 12,069 shares 12,069 $1.69M 0.06% -1,268 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: restricted; 2024Q2: 11,997 shares; 2024Q3: 44,590 shares; 2024Q4: 28,752 shares; 2025Q1: 25,509 shares 25,509 $1.68M 0.06% -3,243 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: restricted; 2024Q2: 7,630 shares; 2024Q3: 8,011 shares; 2024Q4: 11,661 shares; 2025Q1: 15,713 shares 15,713 $1.66M 0.06% +4,052 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: restricted; 2024Q2: 128,429 shares; 2024Q3: 25,059 shares; 2024Q4: 24,130 shares; 2025Q1: 15,228 shares 15,228 $1.62M 0.06% -8,902 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 78,656 shares; 2024Q3: 80,611 shares; 2024Q4: 82,301 shares; 2025Q1: 16,113 shares 16,113 $1.59M 0.06% -66,188 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,636 shares; 2024Q3: 3,851 shares; 2024Q4: 5,631 shares; 2025Q1: 11,042 shares 11,042 $1.55M 0.05% +5,411 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 6,900 shares; 2024Q3: 7,279 shares; 2024Q4: 7,365 shares; 2025Q1: 8,127 shares 8,127 $1.55M 0.05% +762 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,446 shares; 2024Q3: 4,781 shares; 2024Q4: 4,829 shares; 2025Q1: 4,943 shares 4,943 $1.54M 0.05% +114 Timeline JSTC TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 51,885 shares; 2024Q4: 75,817 shares; 2025Q1: 78,082 shares 78,082 $1.41M 0.05% +2,265 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 581 shares; 2024Q3: 613 shares; 2024Q4: 1,082 shares; 2025Q1: 2,056 shares 2,056 $1.4M 0.05% +974 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,883 shares; 2024Q3: 7,320 shares; 2024Q4: 9,021 shares; 2025Q1: 13,462 shares 13,462 $1.38M 0.05% +4,441 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 11,960 shares; 2024Q3: 14,073 shares; 2024Q4: 10,704 shares; 2025Q1: 9,471 shares 9,471 $1.38M 0.05% -1,233 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 13,481 shares; 2024Q3: 16,824 shares; 2024Q4: 15,451 shares; 2025Q1: 15,216 shares 15,216 $1.37M 0.05% -235 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,031 shares; 2024Q3: 3,624 shares; 2024Q4: 3,678 shares; 2025Q1: 4,948 shares 4,948 $1.33M 0.05% +1,270 Timeline PAXS PIMCO ACCESS INCOME FUND More: the full row for PIMCO ACCESS INCOME FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 30,688 shares; 2024Q3: 35,388 shares; 2024Q4: 67,838 shares; 2025Q1: 82,588 shares 82,588 $1.33M 0.05% +14,750 Timeline XSOE 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: restricted; 2024Q2: 24,394 shares; 2024Q3: 34,951 shares; 2024Q4: 49,160 shares; 2025Q1: 42,924 shares 42,924 $1.33M 0.05% -6,236 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,892 shares; 2024Q3: 4,586 shares; 2024Q4: 4,623 shares; 2025Q1: 4,586 shares 4,586 $1.32M 0.05% -37 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 28,751 shares; 2024Q3: 34,735 shares; 2024Q4: 31,406 shares; 2025Q1: 31,535 shares 31,535 $1.32M 0.05% +129 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 16,028 shares; 2024Q3: 17,353 shares; 2024Q4: 17,415 shares; 2025Q1: 18,112 shares 18,112 $1.3M 0.05% +697 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,475 shares; 2025Q1: 3,693 shares 3,693 $1.29M 0.04% +2,218 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 6,953 shares; 2024Q3: 8,349 shares; 2024Q4: 8,774 shares; 2025Q1: 9,489 shares 9,489 $1.26M 0.04% +715 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 38,703 shares; 2024Q3: 43,292 shares; 2024Q4: 42,036 shares; 2025Q1: 44,441 shares 44,441 $1.26M 0.04% +2,405 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: restricted; 2024Q2: 1,158 shares; 2024Q3: 1,431 shares; 2024Q4: 4,186 shares; 2025Q1: 8,582 shares 8,582 $1.25M 0.04% +4,396 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,114 shares; 2024Q3: 4,638 shares; 2024Q4: 4,922 shares; 2025Q1: 5,214 shares 5,214 $1.23M 0.04% +292 Timeline BF-A 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: restricted; 2024Q2: not reported; 2024Q3: 36,509 shares; 2024Q4: 36,509 shares; 2025Q1: 36,574 shares 36,574 $1.22M 0.04% +65 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,049 shares; 2024Q3: 3,782 shares; 2024Q4: 3,667 shares; 2025Q1: 3,639 shares 3,639 $1.2M 0.04% -28 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 43,843 shares; 2024Q4: 42,890 shares; 2025Q1: 39,588 shares 39,588 $1.2M 0.04% -3,302 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 868 shares; 2024Q3: 1,096 shares; 2024Q4: 1,841 shares; 2025Q1: 6,998 shares 6,998 $1.19M 0.04% +5,157 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,543 shares; 2024Q3: 3,874 shares; 2024Q4: 6,733 shares; 2025Q1: 10,488 shares 10,488 $1.17M 0.04% +3,755 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 25,073 shares; 2024Q3: 25,332 shares; 2024Q4: 26,966 shares; 2025Q1: 25,864 shares 25,864 $1.17M 0.04% -1,102 Timeline SUSA 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: restricted; 2024Q2: not reported; 2024Q3: 10,031 shares; 2024Q4: 9,883 shares; 2025Q1: 10,006 shares 10,006 $1.15M 0.04% +123 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: restricted; 2024Q2: 5,596 shares; 2024Q3: 8,459 shares; 2024Q4: 8,960 shares; 2025Q1: 9,437 shares 9,437 $1.15M 0.04% +477 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 12,304 shares; 2024Q4: 9,757 shares; 2025Q1: 9,190 shares 9,190 $1.12M 0.04% -567 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 8,969 shares; 2024Q3: 10,564 shares; 2024Q4: 13,769 shares; 2025Q1: 35,969 shares 35,969 $1.11M 0.04% +22,200 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,877 shares; 2024Q3: 4,356 shares; 2024Q4: 4,372 shares; 2025Q1: 4,513 shares 4,513 $1.1M 0.04% +141 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,693 shares; 2024Q3: 1,985 shares; 2024Q4: 1,686 shares; 2025Q1: 2,192 shares 2,192 $1.09M 0.04% +506 Timeline DSL DOUBLELINE INCOME SOLUTIONS More: the full row for DOUBLELINE INCOME SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 33,400 shares; 2024Q4: 67,050 shares; 2025Q1: 85,550 shares 85,550 $1.08M 0.04% +18,500 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 6,497 shares; 2024Q3: 16,914 shares; 2024Q4: 15,761 shares; 2025Q1: 15,211 shares 15,211 $1.08M 0.04% -550 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 511 shares; 2024Q3: 551 shares; 2024Q4: 550 shares; 2025Q1: 579 shares 579 $1.07M 0.04% +29 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,716 shares; 2024Q3: 1,974 shares; 2024Q4: 2,025 shares; 2025Q1: 2,271 shares 2,271 $1.06M 0.04% +246 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 11,553 shares; 2024Q3: 21,879 shares; 2024Q4: 22,227 shares; 2025Q1: 23,123 shares 23,123 $1.05M 0.04% +896 Timeline NULV 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: restricted; 2024Q2: 10,218 shares; 2024Q3: 16,281 shares; 2024Q4: 24,521 shares; 2025Q1: 25,902 shares 25,902 $1.05M 0.04% +1,381 Timeline JPME 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: restricted; 2024Q2: 7,705 shares; 2024Q3: 8,812 shares; 2024Q4: 10,137 shares; 2025Q1: 10,401 shares 10,401 $1.05M 0.04% +264 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 144 shares; 2024Q3: 142 shares; 2024Q4: 142 shares; 2025Q1: 142 shares 142 $1.03M 0.04% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,095 shares; 2024Q3: 1,819 shares; 2024Q4: 1,806 shares; 2025Q1: 1,869 shares 1,869 $1.02M 0.04% +63 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,663 shares; 2024Q3: 4,855 shares; 2024Q4: 4,940 shares; 2025Q1: 5,076 shares 5,076 $1.02M 0.04% +136 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: restricted; 2024Q2: 11,247 shares; 2024Q3: 11,220 shares; 2024Q4: 10,881 shares; 2025Q1: 11,199 shares 11,199 $1.01M 0.04% +318 Timeline FJUL 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: restricted; 2024Q2: not reported; 2024Q3: 18,730 shares; 2024Q4: 21,461 shares; 2025Q1: 21,155 shares 21,155 $1.01M 0.04% -306 Timeline CMF 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: restricted; 2024Q2: 18,519 shares; 2024Q3: 18,186 shares; 2024Q4: 17,985 shares; 2025Q1: 17,506 shares 17,506 $985K 0.03% -479 Timeline AVSU 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: restricted; 2024Q2: 16,298 shares; 2024Q3: 17,090 shares; 2024Q4: 16,087 shares; 2025Q1: 15,492 shares 15,492 $966K 0.03% -595 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,498 shares; 2024Q3: 4,074 shares; 2024Q4: 4,030 shares; 2025Q1: 4,088 shares 4,088 $953K 0.03% +58 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: restricted; 2024Q2: 14,187 shares; 2024Q3: 14,317 shares; 2024Q4: 14,307 shares; 2025Q1: 14,482 shares 14,482 $943K 0.03% +175 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 46,571 shares; 2024Q4: 31,375 shares; 2025Q1: 19,675 shares 19,675 $926K 0.03% -11,700 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,842 shares; 2024Q3: 1,862 shares; 2024Q4: 1,830 shares; 2025Q1: 1,925 shares 1,925 $903K 0.03% +95 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,610 shares; 2024Q3: 2,320 shares; 2024Q4: 2,062 shares; 2025Q1: 2,343 shares 2,343 $898K 0.03% +281 Timeline PFF 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: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 22,468 shares; 2025Q1: 28,623 shares 28,623 $880K 0.03% +6,155 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,117 shares; 2024Q3: 3,014 shares; 2024Q4: 3,011 shares; 2025Q1: 2,800 shares 2,800 $872K 0.03% -211 Timeline VGLT 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: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 25,804 shares; 2025Q1: 15,082 shares 15,082 $869K 0.03% -10,722 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 15,883 shares; 2024Q3: 15,449 shares; 2024Q4: 8,940 shares; 2025Q1: 9,406 shares 9,406 $863K 0.03% +466 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,913 shares; 2024Q3: 2,073 shares; 2024Q4: 2,963 shares; 2025Q1: 4,199 shares 4,199 $861K 0.03% +1,236 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 579 shares; 2024Q3: 658 shares; 2024Q4: 1,053 shares; 2025Q1: 1,938 shares 1,938 $843K 0.03% +885 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 6,246 shares; 2024Q3: 8,987 shares; 2024Q4: 9,818 shares; 2025Q1: 10,439 shares 10,439 $843K 0.03% +621 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 941 shares; 2024Q3: 1,020 shares; 2024Q4: 1,039 shares; 2025Q1: 1,688 shares 1,688 $836K 0.03% +649 Timeline IWV 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: restricted; 2024Q2: 4,154 shares; 2024Q3: 2,624 shares; 2024Q4: 8,894 shares; 2025Q1: 2,631 shares 2,631 $836K 0.03% -6,263 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 8,779 shares; 2024Q3: 8,667 shares; 2024Q4: 8,720 shares; 2025Q1: 8,727 shares 8,727 $834K 0.03% +7 Timeline GRAB GRAB HOLDINGS LIMITED More: the full row for GRAB HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 183,517 shares; 2024Q3: 183,517 shares; 2024Q4: 183,517 shares; 2025Q1: 183,717 shares 183,717 $832K 0.03% +200 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,028 shares; 2024Q3: 3,890 shares; 2024Q4: 4,018 shares; 2025Q1: 3,905 shares 3,905 $827K 0.03% -113 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 10,008 shares; 2024Q3: 11,164 shares; 2024Q4: 10,621 shares; 2025Q1: 11,539 shares 11,539 $826K 0.03% +918 Timeline DNOV 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: restricted; 2024Q2: 20,070 shares; 2024Q3: 20,070 shares; 2024Q4: 19,845 shares; 2025Q1: 19,567 shares 19,567 $820K 0.03% -278 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,412 shares; 2024Q3: 3,357 shares; 2024Q4: 3,518 shares; 2025Q1: 3,522 shares 3,522 $815K 0.03% +4 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,648 shares; 2024Q3: 4,278 shares; 2024Q4: 3,932 shares; 2025Q1: 5,210 shares 5,210 $800K 0.03% +1,278 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,521 shares; 2024Q3: 3,863 shares; 2024Q4: 3,734 shares; 2025Q1: 3,859 shares 3,859 $797K 0.03% +125 Timeline AVSE 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: restricted; 2024Q2: not reported; 2024Q3: 10,659 shares; 2024Q4: 14,534 shares; 2025Q1: 15,448 shares 15,448 $794K 0.03% +914 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 10,669 shares; 2024Q3: 10,762 shares; 2024Q4: 10,669 shares; 2025Q1: 10,770 shares 10,770 $791K 0.03% +101 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 11,186 shares; 2024Q3: 11,464 shares; 2024Q4: 10,653 shares; 2025Q1: 10,548 shares 10,548 $788K 0.03% -105 Timeline IYE 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: restricted; 2024Q2: 13,446 shares; 2024Q3: 14,669 shares; 2024Q4: 13,549 shares; 2025Q1: 15,878 shares 15,878 $783K 0.03% +2,329 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 750 shares; 2024Q4: 746 shares; 2025Q1: 1,436 shares 1,436 $779K 0.03% +690 Timeline FFEB 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: restricted; 2024Q2: 18,131 shares; 2024Q3: 17,752 shares; 2024Q4: 17,650 shares; 2025Q1: 15,935 shares 15,935 $777K 0.03% -1,715 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: restricted; 2024Q2: 2,560 shares; 2024Q3: 4,353 shares; 2024Q4: 5,960 shares; 2025Q1: 4,549 shares 4,549 $776K 0.03% -1,411 Timeline SPLV 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: restricted; 2024Q2: 5,702 shares; 2024Q3: 9,126 shares; 2024Q4: 9,126 shares; 2025Q1: 10,252 shares 10,252 $766K 0.03% +1,126 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: restricted; 2024Q2: 14,378 shares; 2024Q3: 14,469 shares; 2024Q4: 14,914 shares; 2025Q1: 15,318 shares 15,318 $760K 0.03% +404 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: restricted; 2024Q2: 1,097 shares; 2024Q3: 1,208 shares; 2024Q4: 1,200 shares; 2025Q1: 1,199 shares 1,199 $736K 0.03% -1 Timeline HTAB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 37,560 shares; 2024Q3: 37,560 shares; 2024Q4: 40,403 shares; 2025Q1: 38,054 shares 38,054 $729K 0.03% -2,349 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 24,554 shares; 2024Q3: 36,292 shares; 2024Q4: 25,345 shares; 2025Q1: 28,555 shares 28,555 $724K 0.03% +3,210 Timeline WDI WESTERN ASSET DIVERSIFIED IN More: the full row for WESTERN ASSET DIVERSIFIED IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 18,221 shares; 2024Q3: 15,221 shares; 2024Q4: 42,571 shares; 2025Q1: 49,971 shares 49,971 $722K 0.03% +7,400 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 6,364 shares; 2024Q3: 8,215 shares; 2024Q4: 7,456 shares; 2025Q1: 7,778 shares 7,778 $722K 0.03% +322 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,737 shares; 2024Q3: 4,872 shares; 2024Q4: 4,898 shares; 2025Q1: 5,417 shares 5,417 $719K 0.03% +519 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,178 shares; 2025Q1: 2,126 shares 2,126 $717K 0.02% +948 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 24,544 shares; 2024Q4: 20,163 shares; 2025Q1: 19,603 shares 19,603 $714K 0.02% -560 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: restricted; 2024Q2: not reported; 2024Q3: 12,788 shares; 2024Q4: 12,511 shares; 2025Q1: 12,289 shares 12,289 $713K 0.02% -222 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,630 shares; 2024Q3: 5,625 shares; 2024Q4: 5,913 shares; 2025Q1: 6,348 shares 6,348 $711K 0.02% +435 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,982 shares; 2024Q3: 3,860 shares; 2024Q4: 4,557 shares; 2025Q1: 4,245 shares 4,245 $705K 0.02% -312 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,445 shares; 2024Q3: 6,874 shares; 2024Q4: 6,808 shares; 2025Q1: 6,988 shares 6,988 $685K 0.02% +180 Timeline DFEB 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: restricted; 2024Q2: 16,256 shares; 2024Q3: 16,236 shares; 2024Q4: 16,206 shares; 2025Q1: 16,206 shares 16,206 $683K 0.02% 0 Timeline AVSD 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: restricted; 2024Q2: 8,613 shares; 2024Q3: 7,794 shares; 2024Q4: 10,248 shares; 2025Q1: 11,226 shares 11,226 $673K 0.02% +978 Timeline IGV 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: restricted; 2024Q2: not reported; 2024Q3: 7,086 shares; 2024Q4: 7,600 shares; 2025Q1: 7,535 shares 7,535 $671K 0.02% -65 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,910 shares; 2024Q3: 7,873 shares; 2024Q4: 7,053 shares; 2025Q1: 9,061 shares 9,061 $666K 0.02% +2,008 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: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 681 shares; 2025Q1: 701 shares 701 $663K 0.02% +20 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,127 shares; 2024Q3: 4,545 shares; 2024Q4: 7,043 shares; 2025Q1: 8,104 shares 8,104 $662K 0.02% +1,061 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: restricted; 2024Q2: 1,221 shares; 2024Q3: 1,313 shares; 2024Q4: 1,294 shares; 2025Q1: 1,301 shares 1,301 $661K 0.02% +7 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 8,835 shares; 2024Q3: 9,824 shares; 2024Q4: 7,962 shares; 2025Q1: 9,406 shares 9,406 $653K 0.02% +1,444 Timeline HFND TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,520 shares 30,520 $653K 0.02% new Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 2,556 shares; 2024Q4: 3,792 shares; 2025Q1: 5,897 shares 5,897 $649K 0.02% +2,105 Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 5,549 shares; 2025Q1: 11,757 shares 11,757 $646K 0.02% +6,208 Timeline RAAX 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: restricted; 2024Q2: 17,074 shares; 2024Q3: 16,998 shares; 2024Q4: 20,629 shares; 2025Q1: 21,090 shares 21,090 $642K 0.02% +461 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 23,415 shares; 2024Q4: 10,794 shares; 2025Q1: 7,632 shares 7,632 $609K 0.02% -3,162 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,184 shares; 2024Q3: 2,458 shares; 2024Q4: 2,099 shares; 2025Q1: 2,125 shares 2,125 $601K 0.02% +26 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 6,000 shares; 2024Q3: not reported; 2024Q4: 8,171 shares; 2025Q1: 10,481 shares 10,481 $599K 0.02% +2,310 Timeline TLH 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: restricted; 2024Q2: not reported; 2024Q3: 4,058 shares; 2024Q4: 3,894 shares; 2025Q1: 5,743 shares 5,743 $596K 0.02% +1,849 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,142 shares; 2024Q3: 1,024 shares; 2024Q4: 1,037 shares; 2025Q1: 1,060 shares 1,060 $595K 0.02% +23 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 15,304 shares; 2024Q3: 24,576 shares; 2024Q4: 28,750 shares; 2025Q1: 41,070 shares 41,070 $589K 0.02% +12,320 Timeline IUSB 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: restricted; 2024Q2: 6,065 shares; 2024Q3: 41,890 shares; 2024Q4: 23,707 shares; 2025Q1: 12,760 shares 12,760 $588K 0.02% -10,947 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 7,928 shares; 2024Q3: 17,938 shares; 2024Q4: 18,272 shares; 2025Q1: 17,206 shares 17,206 $587K 0.02% -1,066 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,091 shares; 2024Q3: 2,103 shares; 2024Q4: 5,649 shares; 2025Q1: 8,264 shares 8,264 $582K 0.02% +2,615 Timeline SPTM 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: restricted; 2024Q2: not reported; 2024Q3: 25,286 shares; 2024Q4: 12,752 shares; 2025Q1: 8,548 shares 8,548 $581K 0.02% -4,204 Timeline KOF COCA-COLA FEMSA SAB DE CV More: the full row for COCA-COLA FEMSA SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,756 shares; 2025Q1: 6,235 shares 6,235 $569K 0.02% +3,479 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 11,847 shares; 2024Q4: 12,328 shares; 2025Q1: 13,004 shares 13,004 $567K 0.02% +676 Timeline DLY DOUBLELINE YIELD OPPORTUNITI More: the full row for DOUBLELINE YIELD OPPORTUNITI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 29,113 shares; 2024Q3: 26,613 shares; 2024Q4: 32,296 shares; 2025Q1: 35,196 shares 35,196 $567K 0.02% +2,900 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: restricted; 2024Q2: 4,043 shares; 2024Q3: 4,387 shares; 2024Q4: 4,486 shares; 2025Q1: 4,513 shares 4,513 $561K 0.02% +27 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 418 shares; 2024Q3: 451 shares; 2024Q4: 467 shares; 2025Q1: 824 shares 824 $555K 0.02% +357 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: restricted; 2024Q2: 12,248 shares; 2024Q3: 17,053 shares; 2024Q4: 20,015 shares; 2025Q1: 21,861 shares 21,861 $546K 0.02% +1,846 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,651 shares; 2025Q1: 5,597 shares 5,597 $545K 0.02% +2,946 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: restricted; 2024Q2: 1,070 shares; 2024Q3: 1,089 shares; 2024Q4: 1,090 shares; 2025Q1: 1,032 shares 1,032 $543K 0.02% -58 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,438 shares; 2024Q3: 4,523 shares; 2024Q4: 4,518 shares; 2025Q1: 4,543 shares 4,543 $543K 0.02% +25 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,439 shares; 2024Q3: 4,033 shares; 2024Q4: 4,202 shares; 2025Q1: 4,650 shares 4,650 $540K 0.02% +448 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: restricted; 2024Q2: 2,026 shares; 2024Q3: 2,119 shares; 2024Q4: 2,149 shares; 2025Q1: 2,080 shares 2,080 $538K 0.02% -69 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,762 shares; 2024Q3: 3,326 shares; 2024Q4: 3,386 shares; 2025Q1: 3,606 shares 3,606 $530K 0.02% +220 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: restricted; 2024Q2: 7,940 shares; 2024Q3: 8,476 shares; 2024Q4: 6,064 shares; 2025Q1: 7,532 shares 7,532 $529K 0.02% +1,468 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,683 shares; 2024Q3: 2,914 shares; 2024Q4: 2,944 shares; 2025Q1: 2,942 shares 2,942 $529K 0.02% -2 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: restricted; 2024Q2: 14,701 shares; 2024Q3: 8,148 shares; 2024Q4: 7,040 shares; 2025Q1: 7,437 shares 7,437 $528K 0.02% +397 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 6,764 shares; 2025Q1: 6,232 shares 6,232 $526K 0.02% -532 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 1,303 shares; 2024Q4: 1,769 shares; 2025Q1: 1,708 shares 1,708 $521K 0.02% -61 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 4,933 shares; 2024Q4: 4,940 shares; 2025Q1: 5,668 shares 5,668 $521K 0.02% +728 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,472 shares 1,472 $519K 0.02% new Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,445 shares; 2024Q3: 2,780 shares; 2024Q4: 2,832 shares; 2025Q1: 2,125 shares 2,125 $518K 0.02% -707 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 4,057 shares; 2024Q4: 3,994 shares; 2025Q1: 3,917 shares 3,917 $517K 0.02% -77 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,120 shares; 2024Q3: 5,736 shares; 2024Q4: 29,547 shares; 2025Q1: 20,323 shares 20,323 $516K 0.02% -9,224 Timeline ADC AGREE RLTY CORP More: the full row for AGREE RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,702 shares; 2024Q3: 6,308 shares; 2024Q4: 6,363 shares; 2025Q1: 6,592 shares 6,592 $509K 0.02% +229 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 12,234 shares; 2024Q3: 18,814 shares; 2024Q4: 12,382 shares; 2025Q1: 13,695 shares 13,695 $505K 0.02% +1,313 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,689 shares; 2024Q3: 5,697 shares; 2024Q4: 8,814 shares; 2025Q1: 9,855 shares 9,855 $497K 0.02% +1,041 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 3,494 shares; 2024Q4: 4,093 shares; 2025Q1: 4,070 shares 4,070 $496K 0.02% -23 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 653 shares; 2024Q3: 762 shares; 2024Q4: 757 shares; 2025Q1: 781 shares 781 $490K 0.02% +24 Timeline GRID 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: restricted; 2024Q2: 12,651 shares; 2024Q3: 3,061 shares; 2024Q4: 4,192 shares; 2025Q1: 4,326 shares 4,326 $489K 0.02% +134 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: restricted; 2024Q2: 1,096 shares; 2024Q3: 1,413 shares; 2024Q4: 1,902 shares; 2025Q1: 1,835 shares 1,835 $487K 0.02% -67 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 5,969 shares; 2025Q1: 6,679 shares 6,679 $486K 0.02% +710 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 11,524 shares; 2024Q3: 32,707 shares; 2024Q4: 9,296 shares; 2025Q1: 9,407 shares 9,407 $476K 0.02% +111 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,020 shares; 2024Q3: 1,133 shares; 2024Q4: 1,055 shares; 2025Q1: 1,053 shares 1,053 $470K 0.02% -2 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,972 shares; 2024Q3: 3,710 shares; 2024Q4: 4,101 shares; 2025Q1: 4,458 shares 4,458 $468K 0.02% +357 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,290 shares; 2024Q3: 1,356 shares; 2024Q4: 1,339 shares; 2025Q1: 1,342 shares 1,342 $463K 0.02% +3 Timeline JMST 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: restricted; 2024Q2: 12,640 shares; 2024Q3: 12,049 shares; 2024Q4: 9,079 shares; 2025Q1: 9,079 shares 9,079 $462K 0.02% 0 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 16,429 shares; 2024Q3: 16,966 shares; 2024Q4: 12,966 shares; 2025Q1: 12,566 shares 12,566 $459K 0.02% -400 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 3,521 shares; 2024Q4: 4,063 shares; 2025Q1: 4,174 shares 4,174 $455K 0.02% +111 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,587 shares; 2024Q3: 1,926 shares; 2024Q4: 1,905 shares; 2025Q1: 1,787 shares 1,787 $454K 0.02% -118 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 854 shares; 2024Q3: 906 shares; 2024Q4: 911 shares; 2025Q1: 938 shares 938 $454K 0.02% +27 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 2,265 shares; 2024Q4: 2,196 shares; 2025Q1: 2,387 shares 2,387 $449K 0.02% +191 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,682 shares; 2024Q3: 4,321 shares; 2024Q4: 4,253 shares; 2025Q1: 4,046 shares 4,046 $447K 0.02% -207 Timeline GUG GUGGENHEIM ACTIVE ALLOC FD More: the full row for GUGGENHEIM ACTIVE ALLOC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 68,092 shares; 2024Q3: 45,992 shares; 2024Q4: 37,142 shares; 2025Q1: 29,539 shares 29,539 $445K 0.02% -7,603 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 6,507 shares; 2024Q4: 7,157 shares; 2025Q1: 7,297 shares 7,297 $445K 0.02% +140 Timeline FNOV 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: restricted; 2024Q2: 10,189 shares; 2024Q3: 10,046 shares; 2024Q4: 9,881 shares; 2025Q1: 9,530 shares 9,530 $445K 0.02% -351 Timeline AVT AVNET INC More: the full row for AVNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 8,439 shares; 2024Q3: 9,077 shares; 2024Q4: 9,238 shares; 2025Q1: 9,236 shares 9,236 $444K 0.02% -2 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 10,304 shares; 2024Q3: 7,542 shares; 2024Q4: 7,382 shares; 2025Q1: 7,397 shares 7,397 $444K 0.02% +15 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: restricted; 2024Q2: 2,929 shares; 2024Q3: 2,943 shares; 2024Q4: 2,946 shares; 2025Q1: 3,010 shares 3,010 $443K 0.02% +64 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,219 shares; 2024Q3: 1,391 shares; 2024Q4: 1,388 shares; 2025Q1: 1,449 shares 1,449 $443K 0.02% +61 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: restricted; 2024Q2: 816 shares; 2024Q3: 861 shares; 2024Q4: 632 shares; 2025Q1: 660 shares 660 $437K 0.02% +28 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: restricted; 2024Q2: 2,422 shares; 2024Q3: 2,589 shares; 2024Q4: 3,343 shares; 2025Q1: 3,253 shares 3,253 $437K 0.02% -90 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,580 shares 6,580 $437K 0.02% new Timeline HR HEALTHCARE RLTY TR More: the full row for HEALTHCARE RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 23,518 shares; 2024Q4: 23,837 shares; 2025Q1: 25,761 shares 25,761 $435K 0.02% +1,924 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,523 shares; 2024Q3: 1,758 shares; 2024Q4: 1,740 shares; 2025Q1: 1,951 shares 1,951 $433K 0.02% +211 Timeline ISPY PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 6,436 shares; 2024Q3: 6,420 shares; 2024Q4: 10,471 shares; 2025Q1: 10,273 shares 10,273 $432K 0.02% -198 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,642 shares; 2025Q1: 1,868 shares 1,868 $432K 0.02% +226 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,451 shares; 2024Q3: 1,608 shares; 2024Q4: 1,497 shares; 2025Q1: 1,576 shares 1,576 $428K 0.01% +79 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,914 shares; 2024Q3: 3,379 shares; 2024Q4: 3,329 shares; 2025Q1: 3,663 shares 3,663 $427K 0.01% +334 Timeline DFIV 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: restricted; 2024Q2: not reported; 2024Q3: 50,513 shares; 2024Q4: 19,662 shares; 2025Q1: 10,824 shares 10,824 $426K 0.01% -8,838 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,699 shares; 2024Q3: 3,989 shares; 2024Q4: 4,009 shares; 2025Q1: 4,415 shares 4,415 $425K 0.01% +406 Timeline GDXJ 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: restricted; 2024Q2: 9,920 shares; 2024Q3: 12,315 shares; 2024Q4: 9,220 shares; 2025Q1: 7,420 shares 7,420 $424K 0.01% -1,800 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 6,183 shares; 2024Q3: 7,267 shares; 2024Q4: 7,273 shares; 2025Q1: 7,353 shares 7,353 $416K 0.01% +80 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: restricted; 2024Q2: not reported; 2024Q3: 3,914 shares; 2024Q4: 4,803 shares; 2025Q1: 5,105 shares 5,105 $416K 0.01% +302 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,358 shares; 2024Q3: 4,371 shares; 2024Q4: 4,880 shares; 2025Q1: 3,526 shares 3,526 $414K 0.01% -1,354 Timeline DSI 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: restricted; 2024Q2: 4,400 shares; 2024Q3: 4,254 shares; 2024Q4: 4,041 shares; 2025Q1: 4,037 shares 4,037 $413K 0.01% -4 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: restricted; 2024Q2: not reported; 2024Q3: 8,291 shares; 2024Q4: 8,065 shares; 2025Q1: 7,320 shares 7,320 $413K 0.01% -745 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 360 shares; 2024Q3: 511 shares; 2024Q4: 501 shares; 2025Q1: 519 shares 519 $413K 0.01% +18 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 12,269 shares; 2024Q4: 22,026 shares; 2025Q1: 40,716 shares 40,716 $408K 0.01% +18,690 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,548 shares; 2024Q3: 4,192 shares; 2024Q4: 2,972 shares; 2025Q1: 2,887 shares 2,887 $404K 0.01% -85 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 865 shares; 2024Q3: 1,444 shares; 2024Q4: 1,615 shares; 2025Q1: 1,150 shares 1,150 $402K 0.01% -465 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 41,159 shares; 2024Q3: 43,159 shares; 2024Q4: 44,023 shares; 2025Q1: 34,759 shares 34,759 $400K 0.01% -9,264 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: restricted; 2024Q2: 747 shares; 2024Q3: 840 shares; 2024Q4: 827 shares; 2025Q1: 933 shares 933 $400K 0.01% +106 Timeline DMO WESTERN ASSET MTG DEFINED OP More: the full row for WESTERN ASSET MTG DEFINED OP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 11,500 shares; 2024Q4: 12,850 shares; 2025Q1: 33,850 shares 33,850 $400K 0.01% +21,000 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,556 shares; 2024Q3: 6,693 shares; 2024Q4: 4,670 shares; 2025Q1: 5,892 shares 5,892 $400K 0.01% +1,222 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,157 shares; 2024Q3: 2,338 shares; 2024Q4: 2,346 shares; 2025Q1: 2,388 shares 2,388 $397K 0.01% +42 Timeline QUS 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: restricted; 2024Q2: 2,063 shares; 2024Q3: 2,522 shares; 2024Q4: 2,522 shares; 2025Q1: 2,521 shares 2,521 $395K 0.01% -1 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: restricted; 2024Q2: not reported; 2024Q3: 19,551 shares; 2024Q4: 9,657 shares; 2025Q1: 6,240 shares 6,240 $388K 0.01% -3,417 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: restricted; 2024Q2: 1,286 shares; 2024Q3: 1,401 shares; 2024Q4: 1,313 shares; 2025Q1: 1,419 shares 1,419 $387K 0.01% +106 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 528 shares; 2024Q3: 783 shares; 2024Q4: 722 shares; 2025Q1: 794 shares 794 $385K 0.01% +72 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: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,638 shares 4,638 $385K 0.01% new Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 7,664 shares; 2024Q3: 7,824 shares; 2024Q4: 7,241 shares; 2025Q1: 7,699 shares 7,699 $383K 0.01% +458 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: restricted; 2024Q2: 4,102 shares; 2024Q3: 4,648 shares; 2024Q4: 4,661 shares; 2025Q1: 4,761 shares 4,761 $381K 0.01% +100 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: restricted; 2024Q2: not reported; 2024Q3: 1,366 shares; 2024Q4: 1,688 shares; 2025Q1: 2,368 shares 2,368 $381K 0.01% +680 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: restricted; 2024Q2: 6,197 shares; 2024Q3: 6,725 shares; 2024Q4: 6,672 shares; 2025Q1: 6,359 shares 6,359 $380K 0.01% -313 Timeline UFPI UFP INDUSTRIES INC More: the full row for UFP INDUSTRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,420 shares; 2024Q3: 3,557 shares; 2024Q4: 3,555 shares; 2025Q1: 3,492 shares 3,492 $374K 0.01% -63 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,748 shares; 2024Q3: 2,775 shares; 2024Q4: 2,893 shares; 2025Q1: 3,304 shares 3,304 $368K 0.01% +411 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: restricted; 2024Q2: 1,690 shares; 2024Q3: 2,021 shares; 2024Q4: 1,906 shares; 2025Q1: 2,228 shares 2,228 $367K 0.01% +322 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 582 shares; 2024Q3: 679 shares; 2024Q4: 477 shares; 2025Q1: 576 shares 576 $365K 0.01% +99 Timeline XLC 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: restricted; 2024Q2: 3,541 shares; 2024Q3: 3,527 shares; 2024Q4: 3,470 shares; 2025Q1: 3,709 shares 3,709 $358K 0.01% +239 Timeline DCRE DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 6,290 shares; 2024Q3: 6,390 shares; 2024Q4: 4,890 shares; 2025Q1: 6,890 shares 6,890 $357K 0.01% +2,000 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 1,367 shares; 2024Q4: 1,425 shares; 2025Q1: 1,615 shares 1,615 $357K 0.01% +190 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 1,476 shares; 2024Q4: 1,483 shares; 2025Q1: 1,492 shares 1,492 $355K 0.01% +9 Timeline PDP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,905 shares; 2024Q3: 3,905 shares; 2024Q4: 3,554 shares; 2025Q1: 3,554 shares 3,554 $355K 0.01% 0 Timeline ADMA ADMA BIOLOGICS INC More: the full row for ADMA BIOLOGICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 15,040 shares; 2024Q4: 16,718 shares; 2025Q1: 17,820 shares 17,820 $354K 0.01% +1,102 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: restricted; 2024Q2: 1,574 shares; 2024Q3: 1,761 shares; 2024Q4: 1,677 shares; 2025Q1: 1,782 shares 1,782 $352K 0.01% +105 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: restricted; 2024Q2: 3,903 shares; 2024Q3: 4,285 shares; 2024Q4: 4,351 shares; 2025Q1: 4,486 shares 4,486 $351K 0.01% +135 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: restricted; 2024Q2: not reported; 2024Q3: 6,558 shares; 2024Q4: 5,646 shares; 2025Q1: 6,715 shares 6,715 $348K 0.01% +1,069 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,841 shares; 2024Q3: 1,978 shares; 2024Q4: 1,964 shares; 2025Q1: 2,003 shares 2,003 $347K 0.01% +39 Timeline ZYME ZYMEWORKS INC More: the full row for ZYMEWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 28,897 shares; 2024Q3: 28,897 shares; 2024Q4: 28,897 shares; 2025Q1: 28,941 shares 28,941 $345K 0.01% +44 Timeline UNITED STATES STL CORP NEW UNITED STATES STL CORP NEW More: the full row for UNITED STATES STL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 8,293 shares; 2024Q3: 8,143 shares; 2024Q4: 8,143 shares; 2025Q1: 8,152 shares 8,152 $345K 0.01% +9 PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 14,296 shares; 2024Q4: 14,296 shares; 2025Q1: 14,296 shares 14,296 $344K 0.01% 0 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 715 shares; 2024Q4: 1,121 shares; 2025Q1: 922 shares 922 $342K 0.01% -199 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: restricted; 2024Q2: 1,610 shares; 2024Q3: 1,706 shares; 2024Q4: 1,684 shares; 2025Q1: 1,653 shares 1,653 $340K 0.01% -31 Timeline PTA COHEN & STEERS TAX ADVAN PFD More: the full row for COHEN & STEERS TAX ADVAN PFD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 13,250 shares; 2024Q3: 11,750 shares; 2024Q4: 13,150 shares; 2025Q1: 17,400 shares 17,400 $338K 0.01% +4,250 Timeline IFRA 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: restricted; 2024Q2: 38,196 shares; 2024Q3: 42,952 shares; 2024Q4: 47,299 shares; 2025Q1: 7,503 shares 7,503 $338K 0.01% -39,796 Timeline PCOR PROCORE TECHNOLOGIES INC More: the full row for PROCORE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,112 shares 5,112 $337K 0.01% new Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,911 shares; 2024Q3: 6,451 shares; 2024Q4: 6,451 shares; 2025Q1: 6,537 shares 6,537 $337K 0.01% +86 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,238 shares 8,238 $333K 0.01% new Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,234 shares; 2024Q3: 1,397 shares; 2024Q4: 1,373 shares; 2025Q1: 1,373 shares 1,373 $332K 0.01% 0 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: restricted; 2024Q2: not reported; 2024Q3: 2,912 shares; 2024Q4: 2,951 shares; 2025Q1: 3,277 shares 3,277 $331K 0.01% +326 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: restricted; 2024Q2: 7,408 shares; 2024Q3: 8,089 shares; 2024Q4: not reported; 2025Q1: 7,841 shares 7,841 $328K 0.01% new Timeline SAIA SAIA INC More: the full row for SAIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 864 shares; 2024Q3: 869 shares; 2024Q4: 869 shares; 2025Q1: 930 shares 930 $325K 0.01% +61 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 3,695 shares; 2024Q4: 2,168 shares; 2025Q1: 1,733 shares 1,733 $323K 0.01% -435 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,090 shares; 2024Q3: 2,799 shares; 2024Q4: 2,157 shares; 2025Q1: 2,859 shares 2,859 $320K 0.01% +702 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,246 shares; 2024Q3: 1,368 shares; 2024Q4: 1,372 shares; 2025Q1: 1,394 shares 1,394 $319K 0.01% +22 Timeline AMSC AMERICAN SUPERCONDUCTOR CORP More: the full row for AMERICAN SUPERCONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,542 shares 17,542 $318K 0.01% new 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: restricted; 2024Q2: 1,075 shares; 2024Q3: 980 shares; 2024Q4: 1,232 shares; 2025Q1: 1,185 shares 1,185 $318K 0.01% -47 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,673 shares; 2024Q3: 1,757 shares; 2024Q4: 1,766 shares; 2025Q1: 1,771 shares 1,771 $318K 0.01% +5 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 212 shares; 2024Q4: 212 shares; 2025Q1: 221 shares 221 $317K 0.01% +9 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: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 5,102 shares; 2025Q1: 5,916 shares 5,916 $316K 0.01% +814 Timeline BUFQ 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: restricted; 2024Q2: not reported; 2024Q3: 10,900 shares; 2024Q4: 11,033 shares; 2025Q1: 10,561 shares 10,561 $315K 0.01% -472 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,720 shares; 2025Q1: 3,683 shares 3,683 $315K 0.01% -37 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,451 shares; 2024Q3: 5,629 shares; 2024Q4: 2,499 shares; 2025Q1: 2,664 shares 2,664 $313K 0.01% +165 Timeline FSMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 16,290 shares; 2024Q3: 16,660 shares; 2024Q4: 16,546 shares; 2025Q1: 15,546 shares 15,546 $309K 0.01% -1,000 Timeline DJAN 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: restricted; 2024Q2: 8,321 shares; 2024Q3: 8,251 shares; 2024Q4: 8,135 shares; 2025Q1: 8,135 shares 8,135 $309K 0.01% 0 Timeline MHO M/I HOMES INC More: the full row for M/I HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 2,833 shares; 2024Q4: 2,580 shares; 2025Q1: 2,705 shares 2,705 $309K 0.01% +125 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,494 shares; 2024Q3: 1,496 shares; 2024Q4: 1,496 shares; 2025Q1: 1,545 shares 1,545 $309K 0.01% +49 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,560 shares; 2024Q3: 1,484 shares; 2024Q4: 1,492 shares; 2025Q1: 1,483 shares 1,483 $308K 0.01% -9 Timeline GDX 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: restricted; 2024Q2: not reported; 2024Q3: 12,136 shares; 2024Q4: 11,058 shares; 2025Q1: 6,695 shares 6,695 $308K 0.01% -4,363 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: restricted; 2024Q2: 4,571 shares; 2024Q3: 6,085 shares; 2024Q4: 6,076 shares; 2025Q1: 5,567 shares 5,567 $307K 0.01% -509 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,752 shares; 2024Q3: 5,181 shares; 2024Q4: 4,814 shares; 2025Q1: 4,795 shares 4,795 $304K 0.01% -19 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 845 shares; 2024Q3: 971 shares; 2024Q4: 971 shares; 2025Q1: 997 shares 997 $301K 0.01% +26 Timeline CVMC MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 4,188 shares; 2024Q4: 5,443 shares; 2025Q1: 5,252 shares 5,252 $298K 0.01% -191 Timeline CVLC MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,273 shares; 2025Q1: 4,301 shares 4,301 $297K 0.01% +1,028 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,868 shares; 2024Q3: 7,833 shares; 2024Q4: 6,282 shares; 2025Q1: 6,711 shares 6,711 $295K 0.01% +429 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: restricted; 2024Q2: 3,435 shares; 2024Q3: 3,736 shares; 2024Q4: 3,731 shares; 2025Q1: 3,798 shares 3,798 $295K 0.01% +67 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,112 shares; 2024Q3: 1,148 shares; 2024Q4: 1,151 shares; 2025Q1: 1,157 shares 1,157 $294K 0.01% +6 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,365 shares; 2024Q3: 2,670 shares; 2024Q4: 2,556 shares; 2025Q1: 2,668 shares 2,668 $292K 0.01% +112 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: restricted; 2024Q2: 1,555 shares; 2024Q3: 1,719 shares; 2024Q4: 1,707 shares; 2025Q1: 1,685 shares 1,685 $291K 0.01% -22 Timeline SBRA SABRA HEALTH CARE REIT INC More: the full row for SABRA HEALTH CARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,632 shares 16,632 $291K 0.01% new Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,391 shares; 2024Q3: 2,480 shares; 2024Q4: 2,569 shares; 2025Q1: 2,571 shares 2,571 $289K 0.01% +2 Timeline DDEC 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: restricted; 2024Q2: 9,574 shares; 2024Q3: 9,092 shares; 2024Q4: 7,386 shares; 2025Q1: 7,386 shares 7,386 $289K 0.01% 0 Timeline ESGE 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: restricted; 2024Q2: 6,327 shares; 2024Q3: 6,687 shares; 2024Q4: 8,166 shares; 2025Q1: 8,269 shares 8,269 $289K 0.01% +103 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: restricted; 2024Q2: not reported; 2024Q3: 28,364 shares; 2024Q4: 18,440 shares; 2025Q1: 4,842 shares 4,842 $288K 0.01% -13,598 Timeline LCTU 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: restricted; 2024Q2: 6,521 shares; 2024Q3: 6,235 shares; 2024Q4: 4,983 shares; 2025Q1: 4,709 shares 4,709 $285K 0.01% -274 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 11,457 shares; 2024Q3: 11,441 shares; 2024Q4: 25,557 shares; 2025Q1: 18,503 shares 18,503 $284K 0.01% -7,054 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 1,494 shares; 2024Q4: 1,632 shares; 2025Q1: 1,459 shares 1,459 $283K 0.01% -173 Timeline HEGD LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 16,304 shares; 2024Q3: 13,578 shares; 2024Q4: 12,333 shares; 2025Q1: 12,926 shares 12,926 $283K 0.01% +593 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: restricted; 2024Q2: not reported; 2024Q3: 1,670 shares; 2024Q4: 1,273 shares; 2025Q1: 1,404 shares 1,404 $283K 0.01% +131 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,072 shares; 2024Q3: 1,394 shares; 2024Q4: 1,414 shares; 2025Q1: 1,398 shares 1,398 $282K 0.01% -16 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,469 shares; 2024Q3: 5,469 shares; 2024Q4: 5,469 shares; 2025Q1: 5,405 shares 5,405 $281K 0.01% -64 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 2,513 shares; 2024Q4: 2,522 shares; 2025Q1: 2,569 shares 2,569 $281K 0.01% +47 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: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,122 shares 9,122 $279K 0.01% new Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,653 shares; 2025Q1: 1,814 shares 1,814 $277K 0.01% +161 Timeline AL AIR LEASE CORP More: the full row for AIR LEASE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,726 shares 5,726 $277K 0.01% new Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 293 shares; 2024Q3: 342 shares; 2024Q4: 345 shares; 2025Q1: 339 shares 339 $276K 0.01% -6 Timeline PIO 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: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 6,236 shares; 2025Q1: 6,859 shares 6,859 $275K 0.01% +623 Timeline REG REGENCY CTRS CORP More: the full row for REGENCY CTRS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,701 shares; 2024Q3: 3,703 shares; 2024Q4: 3,701 shares; 2025Q1: 3,731 shares 3,731 $275K 0.01% +30 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 10,208 shares; 2024Q3: 18,452 shares; 2024Q4: not reported; 2025Q1: 12,079 shares 12,079 $274K 0.01% new Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,780 shares; 2024Q3: 2,783 shares; 2024Q4: 2,790 shares; 2025Q1: 2,907 shares 2,907 $274K 0.01% +117 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 1,005 shares; 2024Q4: 981 shares; 2025Q1: 1,022 shares 1,022 $273K 0.01% +41 Timeline TMHC TAYLOR MORRISON HOME CORP More: the full row for TAYLOR MORRISON HOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,470 shares; 2024Q3: 4,518 shares; 2024Q4: 4,518 shares; 2025Q1: 4,519 shares 4,519 $271K 0.01% +1 Timeline EFIV 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: restricted; 2024Q2: 6,022 shares; 2024Q3: 4,993 shares; 2024Q4: 4,993 shares; 2025Q1: 5,068 shares 5,068 $271K 0.01% +75 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: restricted; 2024Q2: 1,082 shares; 2024Q3: 1,042 shares; 2024Q4: 636 shares; 2025Q1: 637 shares 637 $271K 0.01% +1 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 6,138 shares; 2024Q4: 6,241 shares; 2025Q1: 6,384 shares 6,384 $270K 0.01% +143 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: restricted; 2024Q2: 6,120 shares; 2024Q3: 9,598 shares; 2024Q4: 8,148 shares; 2025Q1: 9,059 shares 9,059 $269K 0.01% +911 Timeline RRC RANGE RES CORP More: the full row for RANGE RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 6,495 shares; 2024Q3: 6,571 shares; 2024Q4: 6,571 shares; 2025Q1: 6,656 shares 6,656 $266K 0.01% +85 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: restricted; 2024Q2: not reported; 2024Q3: 3,566 shares; 2024Q4: 3,755 shares; 2025Q1: 3,921 shares 3,921 $266K 0.01% +166 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,522 shares; 2024Q3: 6,757 shares; 2024Q4: 6,399 shares; 2025Q1: 7,090 shares 7,090 $265K 0.01% +691 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 4,925 shares; 2024Q4: 4,195 shares; 2025Q1: 4,367 shares 4,367 $265K 0.01% +172 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: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,566 shares 2,566 $265K 0.01% new Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 141 shares; 2024Q3: 143 shares; 2024Q4: 144 shares; 2025Q1: 142 shares 142 $263K 0.01% -2 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: restricted; 2024Q2: not reported; 2024Q3: 7,121 shares; 2024Q4: 15,275 shares; 2025Q1: 13,305 shares 13,305 $263K 0.01% -1,970 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 46 shares; 2025Q1: 57 shares 57 $263K 0.01% +11 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,029 shares; 2024Q3: 2,004 shares; 2024Q4: 2,004 shares; 2025Q1: 2,023 shares 2,023 $262K 0.01% +19 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 5,396 shares; 2024Q4: 4,636 shares; 2025Q1: 4,237 shares 4,237 $262K 0.01% -399 Timeline VNO VORNADO RLTY TR More: the full row for VORNADO RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 6,813 shares; 2024Q4: 6,813 shares; 2025Q1: 7,035 shares 7,035 $260K 0.01% +222 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,400 shares; 2024Q3: 2,901 shares; 2024Q4: 2,767 shares; 2025Q1: 2,993 shares 2,993 $260K 0.01% +226 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: restricted; 2024Q2: not reported; 2024Q3: 413 shares; 2024Q4: 409 shares; 2025Q1: 456 shares 456 $258K 0.01% +47 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 22,167 shares; 2024Q3: 22,167 shares; 2024Q4: 22,167 shares; 2025Q1: 22,167 shares 22,167 $257K 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: restricted; 2024Q2: not reported; 2024Q3: 678 shares; 2024Q4: 698 shares; 2025Q1: 763 shares 763 $257K 0.01% +65 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: restricted; 2024Q2: not reported; 2024Q3: 3,363 shares; 2024Q4: not reported; 2025Q1: 3,524 shares 3,524 $257K 0.01% new Timeline SPSC SPS COMM INC More: the full row for SPS COMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,858 shares; 2024Q3: 1,871 shares; 2024Q4: 1,840 shares; 2025Q1: 1,919 shares 1,919 $255K 0.01% +79 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: restricted; 2024Q2: not reported; 2024Q3: 453 shares; 2024Q4: 451 shares; 2025Q1: 497 shares 497 $254K 0.01% +46 Timeline EXLS EXLSERVICE HLDGS INC More: the full row for EXLSERVICE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 5,441 shares; 2024Q4: 5,428 shares; 2025Q1: 5,377 shares 5,377 $254K 0.01% -51 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 188 shares; 2024Q4: 188 shares; 2025Q1: 188 shares 188 $254K 0.01% 0 Timeline SLG SL GREEN RLTY CORP More: the full row for SL GREEN RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,350 shares; 2024Q3: 4,397 shares; 2024Q4: 4,424 shares; 2025Q1: 4,397 shares 4,397 $254K 0.01% -27 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: restricted; 2024Q2: 2,235 shares; 2024Q3: 2,283 shares; 2024Q4: 2,282 shares; 2025Q1: 2,281 shares 2,281 $253K 0.01% -1 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,013 shares; 2024Q3: 5,924 shares; 2024Q4: 4,745 shares; 2025Q1: 5,130 shares 5,130 $253K 0.01% +385 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: restricted; 2024Q2: 1,518 shares; 2024Q3: 1,619 shares; 2024Q4: 1,538 shares; 2025Q1: 1,528 shares 1,528 $253K 0.01% -10 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 415 shares 415 $252K 0.01% new 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: restricted; 2024Q2: not reported; 2024Q3: 595 shares; 2024Q4: not reported; 2025Q1: 625 shares 625 $249K 0.01% new Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,124 shares 3,124 $247K 0.01% new Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,150 shares; 2024Q3: 6,297 shares; 2024Q4: 5,967 shares; 2025Q1: 4,894 shares 4,894 $246K 0.01% -1,073 Timeline FNDF 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: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 10,078 shares; 2025Q1: 6,772 shares 6,772 $245K 0.01% -3,306 Timeline WING WINGSTOP INC More: the full row for WINGSTOP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,033 shares; 2024Q3: 1,046 shares; 2024Q4: 1,049 shares; 2025Q1: 1,082 shares 1,082 $244K 0.01% +33 Timeline EELV 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: restricted; 2024Q2: 11,118 shares; 2024Q3: 10,194 shares; 2024Q4: 10,058 shares; 2025Q1: 10,044 shares 10,044 $244K 0.01% -14 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 842 shares; 2025Q1: 921 shares 921 $244K 0.01% +79 Timeline IDEV 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: restricted; 2024Q2: not reported; 2024Q3: 5,401 shares; 2024Q4: 3,822 shares; 2025Q1: 3,532 shares 3,532 $243K 0.01% -290 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 875 shares 875 $243K 0.01% new 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: restricted; 2024Q2: 4,130 shares; 2024Q3: 4,720 shares; 2024Q4: 3,715 shares; 2025Q1: 3,316 shares 3,316 $243K 0.01% -399 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,869 shares; 2024Q3: 1,786 shares; 2024Q4: 1,620 shares; 2025Q1: 1,852 shares 1,852 $243K 0.01% +232 Timeline BLD TOPBUILD COR More: the full row for TOPBUILD COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 776 shares; 2024Q3: 791 shares; 2024Q4: 792 shares; 2025Q1: 796 shares 796 $243K 0.01% +4 Timeline 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: restricted; 2024Q2: not reported; 2024Q3: 729 shares; 2024Q4: not reported; 2025Q1: 738 shares 738 $243K 0.01% new Timeline MTDR MATADOR RES CO More: the full row for MATADOR RES CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,485 shares; 2024Q3: 4,661 shares; 2024Q4: 4,734 shares; 2025Q1: 4,739 shares 4,739 $242K 0.01% +5 Timeline CWCO CONSOLIDATED WATER CO INC More: the full row for CONSOLIDATED WATER CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 7,844 shares; 2024Q3: 9,400 shares; 2024Q4: 9,138 shares; 2025Q1: 9,776 shares 9,776 $239K 0.01% +638 Timeline HACK 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: restricted; 2024Q2: not reported; 2024Q3: 3,722 shares; 2024Q4: 3,579 shares; 2025Q1: 3,331 shares 3,331 $239K 0.01% -248 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,679 shares; 2024Q3: not reported; 2024Q4: 2,013 shares; 2025Q1: 1,199 shares 1,199 $239K 0.01% -814 Timeline CROX CROCS INC More: the full row for CROCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,250 shares; 2024Q3: 2,246 shares; 2024Q4: 2,245 shares; 2025Q1: 2,247 shares 2,247 $239K 0.01% +2 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,236 shares 3,236 $238K 0.01% new Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 6,356 shares; 2025Q1: 4,545 shares 4,545 $238K 0.01% -1,811 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,138 shares; 2024Q3: 1,107 shares; 2024Q4: 1,148 shares; 2025Q1: 1,204 shares 1,204 $237K 0.01% +56 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 822 shares; 2024Q3: 800 shares; 2024Q4: 813 shares; 2025Q1: 819 shares 819 $236K 0.01% +6 Timeline FJAN 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: restricted; 2024Q2: 5,420 shares; 2024Q3: 5,321 shares; 2024Q4: 5,321 shares; 2025Q1: 5,321 shares 5,321 $236K 0.01% 0 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,236 shares; 2024Q3: 1,237 shares; 2024Q4: 1,237 shares; 2025Q1: 1,239 shares 1,239 $236K 0.01% +2 Timeline VPV INVESCO PA VALUE MUN INC TR More: the full row for INVESCO PA VALUE MUN INC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 27,004 shares; 2024Q3: 25,004 shares; 2024Q4: 21,004 shares; 2025Q1: 23,004 shares 23,004 $234K 0.01% +2,000 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 534 shares; 2024Q3: 537 shares; 2024Q4: 528 shares; 2025Q1: 538 shares 538 $234K 0.01% +10 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 6,260 shares; 2024Q4: 5,726 shares; 2025Q1: 5,942 shares 5,942 $233K 0.01% +216 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 457 shares; 2024Q4: 459 shares; 2025Q1: 500 shares 500 $233K 0.01% +41 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 8,061 shares; 2024Q3: 11,285 shares; 2024Q4: 9,322 shares; 2025Q1: 6,140 shares 6,140 $232K 0.01% -3,182 Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,788 shares; 2024Q3: 1,790 shares; 2024Q4: 1,790 shares; 2025Q1: 1,796 shares 1,796 $231K 0.01% +6 Timeline FAPR 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: restricted; 2024Q2: 6,007 shares; 2024Q3: 5,899 shares; 2024Q4: 5,899 shares; 2025Q1: 5,653 shares 5,653 $231K 0.01% -246 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 619 shares 619 $231K 0.01% new Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 1,307 shares; 2024Q4: 1,591 shares; 2025Q1: 1,334 shares 1,334 $230K 0.01% -257 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 320 shares; 2024Q3: 2,027 shares; 2024Q4: 2,001 shares; 2025Q1: 2,057 shares 2,057 $230K 0.01% +56 Timeline SKT TANGER INC More: the full row for TANGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 6,786 shares; 2024Q4: 6,786 shares; 2025Q1: 6,786 shares 6,786 $229K 0.01% 0 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,392 shares; 2024Q3: 2,392 shares; 2024Q4: 2,392 shares; 2025Q1: 2,392 shares 2,392 $229K 0.01% 0 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 571 shares; 2024Q4: 538 shares; 2025Q1: 704 shares 704 $227K 0.01% +166 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: restricted; 2024Q2: not reported; 2024Q3: 798 shares; 2024Q4: 835 shares; 2025Q1: 866 shares 866 $227K 0.01% +31 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: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,500 shares 5,500 $225K 0.01% new Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,715 shares; 2024Q3: 2,884 shares; 2024Q4: not reported; 2025Q1: 2,306 shares 2,306 $225K 0.01% new Timeline GPI GROUP 1 AUTOMOTIVE INC More: the full row for GROUP 1 AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 585 shares; 2024Q4: 587 shares; 2025Q1: 588 shares 588 $225K 0.01% +1 Timeline ABCB AMERIS BANCORP More: the full row for AMERIS BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 3,832 shares; 2024Q4: 3,834 shares; 2025Q1: 3,901 shares 3,901 $225K 0.01% +67 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,319 shares; 2025Q1: 4,760 shares 4,760 $224K 0.01% +441 Timeline SKYW SKYWEST INC More: the full row for SKYWEST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,529 shares; 2024Q3: 2,543 shares; 2024Q4: 2,545 shares; 2025Q1: 2,551 shares 2,551 $223K 0.01% +6 Timeline SFBS SERVISFIRST BANCSHARES INC More: the full row for SERVISFIRST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 2,700 shares; 2024Q4: 2,696 shares; 2025Q1: 2,698 shares 2,698 $223K 0.01% +2 Timeline FOX FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,219 shares 4,219 $222K 0.01% new Timeline CORT CORCEPT THERAPEUTICS INC More: the full row for CORCEPT THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,934 shares 1,934 $221K 0.01% new Timeline BILS 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: restricted; 2024Q2: 9,167 shares; 2024Q3: 9,296 shares; 2024Q4: 4,722 shares; 2025Q1: 2,220 shares 2,220 $221K 0.01% -2,502 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 881 shares; 2024Q4: 953 shares; 2025Q1: 946 shares 946 $221K 0.01% -7 Timeline GCC 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: restricted; 2024Q2: 10,589 shares; 2024Q3: 11,246 shares; 2024Q4: 11,355 shares; 2025Q1: 11,113 shares 11,113 $218K 0.01% -242 Timeline IFN ABERDEEN INDIA FD INC More: the full row for ABERDEEN INDIA FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 15,000 shares; 2024Q3: 15,100 shares; 2024Q4: not reported; 2025Q1: 13,800 shares 13,800 $218K 0.01% new Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 1,007 shares; 2024Q4: not reported; 2025Q1: 1,056 shares 1,056 $217K 0.01% new Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 5,105 shares; 2025Q1: 5,262 shares 5,262 $217K 0.01% +157 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 977 shares; 2024Q3: 925 shares; 2024Q4: not reported; 2025Q1: 953 shares 953 $216K 0.01% new Timeline MQY BLACKROCK MUNIYILD QULT FD I More: the full row for BLACKROCK MUNIYILD QULT FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 19,346 shares; 2024Q3: 14,346 shares; 2024Q4: 10,346 shares; 2025Q1: 18,346 shares 18,346 $215K 0.01% +8,000 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 389 shares 389 $214K 0.01% new 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: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,431 shares 1,431 $213K 0.01% new Timeline AAON AAON INC More: the full row for AAON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,449 shares; 2024Q3: 2,451 shares; 2024Q4: 2,452 shares; 2025Q1: 2,726 shares 2,726 $213K 0.01% +274 Timeline SHM 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: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,464 shares; 2025Q1: 4,464 shares 4,464 $212K 0.01% 0 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,361 shares; 2024Q3: 1,415 shares; 2024Q4: 1,374 shares; 2025Q1: 1,328 shares 1,328 $212K 0.01% -46 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 1,224 shares; 2024Q4: 1,470 shares; 2025Q1: 1,484 shares 1,484 $212K 0.01% +14 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: restricted; 2024Q2: not reported; 2024Q3: 1,430 shares; 2024Q4: 1,390 shares; 2025Q1: 1,411 shares 1,411 $211K 0.01% +21 Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 676 shares; 2024Q4: not reported; 2025Q1: 641 shares 641 $211K 0.01% new Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 501 shares; 2024Q4: 510 shares; 2025Q1: 464 shares 464 $211K 0.01% -46 Timeline FBP FIRST BANCORP CORPORATION More: the full row for FIRST BANCORP CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 10,865 shares; 2024Q3: 10,865 shares; 2024Q4: 10,865 shares; 2025Q1: 10,995 shares 10,995 $211K 0.01% +130 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: restricted; 2024Q2: not reported; 2024Q3: 3,675 shares; 2024Q4: not reported; 2025Q1: 3,741 shares 3,741 $210K 0.01% new Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 5,499 shares; 2024Q4: not reported; 2025Q1: 5,063 shares 5,063 $209K 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: restricted; 2024Q2: 2,655 shares; 2024Q3: 3,683 shares; 2024Q4: 3,424 shares; 2025Q1: 2,655 shares 2,655 $208K 0.01% -769 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 357 shares; 2024Q3: 357 shares; 2024Q4: not reported; 2025Q1: 358 shares 358 $208K 0.01% new Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,306 shares 2,306 $207K 0.01% new 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: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,011 shares 3,011 $206K 0.01% new 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: restricted; 2024Q2: not reported; 2024Q3: 2,672 shares; 2024Q4: 2,655 shares; 2025Q1: 2,735 shares 2,735 $205K 0.01% +80 Timeline BUFR 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: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,907 shares 6,907 $205K 0.01% new Timeline PNFP PINNACLE FINANCIAL PARTNERS More: the full row for PINNACLE FINANCIAL PARTNERS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,919 shares; 2025Q1: 1,931 shares 1,931 $205K 0.01% +12 Timeline DISCOVER FINL SVCS DISCOVER FINL SVCS More: the full row for DISCOVER FINL SVCS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,376 shares; 2025Q1: 1,186 shares 1,186 $202K 0.01% -190 PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,639 shares 1,639 $202K 0.01% new Timeline INSM INSMED INC More: the full row for INSMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,647 shares 2,647 $202K 0.01% new Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 12,307 shares; 2024Q3: 12,435 shares; 2024Q4: 12,515 shares; 2025Q1: 12,677 shares 12,677 $197K 0.01% +162 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 10,330 shares; 2024Q3: 11,586 shares; 2024Q4: not reported; 2025Q1: 10,326 shares 10,326 $192K 0.01% new Timeline LYFT LYFT INC More: the full row for LYFT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 10,131 shares; 2024Q3: 15,236 shares; 2024Q4: 15,455 shares; 2025Q1: 16,096 shares 16,096 $191K 0.01% +641 Timeline OUT OUTFRONT MEDIA INC More: the full row for OUTFRONT MEDIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,113 shares 11,113 $179K 0.01% new Timeline XNQPX NUVEEN PA INVT QUALITY MUN F More: the full row for NUVEEN PA INVT QUALITY MUN F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 12,616 shares; 2024Q3: 13,116 shares; 2024Q4: 13,116 shares; 2025Q1: 15,116 shares 15,116 $170K 0.01% +2,000 Timeline WSR WHITESTONE REIT More: the full row for WHITESTONE REIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 11,448 shares; 2024Q3: 11,513 shares; 2024Q4: 11,513 shares; 2025Q1: 11,513 shares 11,513 $168K 0.01% 0 Timeline BCAT BLACKROCK CAP ALLOCATION TER More: the full row for BLACKROCK CAP ALLOCATION TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 23,750 shares; 2024Q3: 21,000 shares; 2024Q4: 11,000 shares; 2025Q1: 11,000 shares 11,000 $158K 0.01% 0 Timeline OGN ORGANON & CO More: the full row for ORGANON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 12,818 shares; 2024Q3: 12,784 shares; 2024Q4: 12,016 shares; 2025Q1: 10,177 shares 10,177 $152K 0.01% -1,839 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 24,823 shares; 2025Q1: 13,026 shares 13,026 $146K 0.01% -11,797 Timeline BSL BLACKSTONE SENI FLTN RAT 202 More: the full row for BLACKSTONE SENI FLTN RAT 202 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 10,155 shares; 2024Q3: 10,155 shares; 2024Q4: 10,155 shares; 2025Q1: 10,155 shares 10,155 $143K 0.01% 0 Timeline NDMO NUVEEN DYNAMIC MUN OPPORTUNI More: the full row for NUVEEN DYNAMIC MUN OPPORTUNI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 11,800 shares; 2024Q3: not reported; 2024Q4: 13,800 shares; 2025Q1: 13,800 shares 13,800 $142K <0.01% 0 Timeline PEB PEBBLEBROOK HOTEL TR More: the full row for PEBBLEBROOK HOTEL TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 12,408 shares; 2024Q3: 11,465 shares; 2024Q4: 11,777 shares; 2025Q1: 13,949 shares 13,949 $141K <0.01% +2,172 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: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,500 shares 13,500 $135K <0.01% new Timeline HYPR HYPERFINE INC More: the full row for HYPERFINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 186,737 shares; 2024Q3: 186,737 shares; 2024Q4: 186,737 shares; 2025Q1: 186,737 shares 186,737 $134K <0.01% 0 Timeline PKST PEAKSTONE REALTY TRUST More: the full row for PEAKSTONE REALTY TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 11,696 shares; 2024Q4: 11,696 shares; 2025Q1: 10,564 shares 10,564 $133K <0.01% -1,132 Timeline WU WESTERN UN CO More: the full row for WESTERN UN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,514 shares 12,514 $132K <0.01% new Timeline MPT MEDICAL PROPERTIES TRUST INC More: the full row for MEDICAL PROPERTIES TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 32,976 shares; 2024Q3: 28,195 shares; 2024Q4: 13,960 shares; 2025Q1: 20,144 shares 20,144 $121K <0.01% +6,184 Timeline KW KENNEDY-WILSON HOLDINGS INC More: the full row for KENNEDY-WILSON HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 13,854 shares; 2024Q3: 13,901 shares; 2024Q4: 13,901 shares; 2025Q1: 13,901 shares 13,901 $121K <0.01% 0 Timeline PTEN PATTERSON-UTI ENERGY INC More: the full row for PATTERSON-UTI ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 13,358 shares; 2024Q3: 14,450 shares; 2024Q4: 14,393 shares; 2025Q1: 14,109 shares 14,109 $116K <0.01% -284 Timeline ASPN ASPEN AEROGELS INC More: the full row for ASPEN AEROGELS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 15,000 shares; 2025Q1: 17,596 shares 17,596 $112K <0.01% +2,596 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 10,187 shares; 2024Q4: not reported; 2025Q1: 11,457 shares 11,457 $100K <0.01% new Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,067 shares 12,067 $99.2K <0.01% new Timeline EDF VIRTUS STONE HBR EMRG MKTS I More: the full row for VIRTUS STONE HBR EMRG MKTS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,000 shares 19,000 $96.1K <0.01% new Timeline HANESBRANDS INC HANESBRANDS INC More: the full row for HANESBRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 15,781 shares; 2024Q3: 15,961 shares; 2024Q4: 15,961 shares; 2025Q1: 15,983 shares 15,983 $92.2K <0.01% +22 LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 26,278 shares; 2024Q4: 25,188 shares; 2025Q1: 22,885 shares 22,885 $89.7K <0.01% -2,303 Timeline UNITI GROUP INC UNITI GROUP INC More: the full row for UNITI GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 15,782 shares; 2024Q3: 17,119 shares; 2024Q4: 17,119 shares; 2025Q1: 17,312 shares 17,312 $87.3K <0.01% +193 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: restricted; 2024Q2: 10,826 shares; 2024Q3: 10,826 shares; 2024Q4: 10,826 shares; 2025Q1: 10,826 shares 10,826 $86.7K <0.01% 0 Timeline JBLU JETBLUE AIRWAYS CORP More: the full row for JETBLUE AIRWAYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,432 shares 17,432 $84K <0.01% new Timeline LRMR LARIMAR THERAPEUTICS INC More: the full row for LARIMAR THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 35,277 shares; 2024Q3: 35,277 shares; 2024Q4: 35,270 shares; 2025Q1: 35,316 shares 35,316 $75.9K <0.01% +46 Timeline SABR SABRE CORP More: the full row for SABRE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 12,717 shares; 2024Q3: 12,717 shares; 2024Q4: 12,717 shares; 2025Q1: 12,720 shares 12,720 $35.7K <0.01% +3 Timeline