VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175,368 shares; 2024Q4: 174,614 shares; 2025Q1: 170,770 shares; 2025Q2: 173,702 shares; 2025Q3: 174,046 shares; 2025Q4: 174,743 shares 174,743 $38.4M 5.08% +697 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,839 shares; 2024Q4: 136,005 shares; 2025Q1: 131,628 shares; 2025Q2: 131,935 shares; 2025Q3: 132,728 shares; 2025Q4: 130,285 shares 130,285 $35.4M 4.68% -2,443 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 445,491 shares; 2024Q4: 457,140 shares; 2025Q1: 483,526 shares; 2025Q2: 500,891 shares; 2025Q3: 561,721 shares; 2025Q4: 600,440 shares 600,440 $30.3M 4.01% +38,719 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,745 shares; 2024Q4: 59,865 shares; 2025Q1: 60,247 shares; 2025Q2: 60,247 shares; 2025Q3: 60,012 shares; 2025Q4: 59,485 shares 59,485 $28.8M 3.8% -527 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 196,363 shares; 2024Q4: 207,205 shares; 2025Q1: 217,715 shares; 2025Q2: 227,177 shares; 2025Q3: 249,929 shares; 2025Q4: 261,487 shares 261,487 $26.2M 3.47% +11,558 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,507 shares; 2024Q4: 85,549 shares; 2025Q1: 85,802 shares; 2025Q2: 86,507 shares; 2025Q3: 85,848 shares; 2025Q4: 83,768 shares 83,768 $26.2M 3.47% -2,080 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,670 shares; 2024Q4: 140,521 shares; 2025Q1: 140,199 shares; 2025Q2: 138,399 shares; 2025Q3: 137,009 shares; 2025Q4: 130,780 shares 130,780 $24.4M 3.22% -6,229 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 30 shares; 2025Q4: 30 shares 30 $22.6M 2.99% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,726 shares; 2024Q4: 148,703 shares; 2025Q1: 153,406 shares; 2025Q2: 149,736 shares; 2025Q3: 153,737 shares; 2025Q4: 153,286 shares 153,286 $18M 2.38% -451 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,121 shares; 2024Q4: 59,609 shares; 2025Q1: 58,054 shares; 2025Q2: 57,900 shares; 2025Q3: 56,927 shares; 2025Q4: 55,718 shares 55,718 $18M 2.37% -1,209 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,835 shares; 2024Q4: 15,406 shares; 2025Q1: 14,675 shares; 2025Q2: 14,820 shares; 2025Q3: 15,013 shares; 2025Q4: 14,361 shares 14,361 $15.4M 2.04% -652 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,645 shares; 2024Q4: 22,810 shares; 2025Q1: 22,480 shares; 2025Q2: 23,107 shares; 2025Q3: 23,057 shares; 2025Q4: 22,549 shares 22,549 $15.4M 2.03% -508 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,358 shares; 2024Q4: 124,288 shares; 2025Q1: 122,089 shares; 2025Q2: 125,617 shares; 2025Q3: 126,248 shares; 2025Q4: 125,569 shares 125,569 $15.1M 2% -679 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,207 shares; 2024Q4: 24,225 shares; 2025Q1: 23,980 shares; 2025Q2: 23,884 shares; 2025Q3: 23,682 shares; 2025Q4: 23,490 shares 23,490 $13.4M 1.77% -192 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,583 shares; 2024Q4: 53,374 shares; 2025Q1: 54,889 shares; 2025Q2: 55,507 shares; 2025Q3: 56,506 shares; 2025Q4: 57,245 shares 57,245 $13.2M 1.75% +739 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,158 shares; 2024Q4: 120,158 shares; 2025Q1: 117,825 shares; 2025Q2: 117,472 shares; 2025Q3: 117,777 shares; 2025Q4: 117,620 shares 117,620 $13.1M 1.73% -157 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 207,888 shares; 2024Q4: 207,594 shares; 2025Q1: 203,202 shares; 2025Q2: 212,765 shares; 2025Q3: 212,183 shares; 2025Q4: 208,903 shares 208,903 $11.5M 1.52% -3,280 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,718 shares; 2024Q4: 49,556 shares; 2025Q1: 49,012 shares; 2025Q2: 48,581 shares; 2025Q3: 48,513 shares; 2025Q4: 49,763 shares 49,763 $10.3M 1.36% +1,250 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,864 shares; 2024Q4: 20,536 shares; 2025Q1: 20,008 shares; 2025Q2: 20,953 shares; 2025Q3: 20,665 shares; 2025Q4: 19,762 shares 19,762 $9.64M 1.27% -903 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,902 shares; 2024Q4: 27,677 shares; 2025Q1: 27,754 shares; 2025Q2: 27,485 shares; 2025Q3: 27,486 shares; 2025Q4: 27,542 shares 27,542 $9.48M 1.25% +56 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,076 shares; 2024Q4: 16,973 shares; 2025Q1: 16,704 shares; 2025Q2: 16,764 shares; 2025Q3: 17,296 shares; 2025Q4: 17,343 shares 17,343 $8.72M 1.15% +47 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,094 shares; 2024Q4: 78,109 shares; 2025Q1: 77,497 shares; 2025Q2: 85,723 shares; 2025Q3: 89,967 shares; 2025Q4: 91,753 shares 91,753 $8.21M 1.09% +1,786 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,841 shares; 2024Q4: 141,723 shares; 2025Q1: 145,798 shares; 2025Q2: 148,631 shares; 2025Q3: 152,219 shares; 2025Q4: 161,211 shares 161,211 $8.11M 1.07% +8,992 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,105 shares; 2024Q4: 24,591 shares; 2025Q1: 24,046 shares; 2025Q2: 23,999 shares; 2025Q3: 23,691 shares; 2025Q4: 23,242 shares 23,242 $7.61M 1.01% -449 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,356 shares; 2024Q4: 98,767 shares; 2025Q1: 99,008 shares; 2025Q2: 98,156 shares; 2025Q3: 98,446 shares; 2025Q4: 96,777 shares 96,777 $7.45M 0.99% -1,669 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,248 shares; 2024Q4: 11,116 shares; 2025Q1: 11,445 shares; 2025Q2: 11,404 shares; 2025Q3: 11,232 shares; 2025Q4: 11,260 shares 11,260 $7.43M 0.98% +28 Timeline XHLF BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,835 shares; 2024Q4: 113,700 shares; 2025Q1: 119,770 shares; 2025Q2: 130,280 shares; 2025Q3: 137,725 shares; 2025Q4: 146,400 shares 146,400 $7.36M 0.97% +8,675 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,000 shares; 2024Q4: 23,371 shares; 2025Q1: 23,361 shares; 2025Q2: 23,242 shares; 2025Q3: 23,105 shares; 2025Q4: 22,935 shares 22,935 $7.2M 0.95% -170 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,737 shares; 2024Q4: 31,393 shares; 2025Q1: 30,869 shares; 2025Q2: 30,741 shares; 2025Q3: 30,845 shares; 2025Q4: 30,397 shares 30,397 $6.95M 0.92% -448 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,807 shares; 2024Q4: 43,763 shares; 2025Q1: 43,634 shares; 2025Q2: 44,017 shares; 2025Q3: 45,753 shares; 2025Q4: 45,203 shares 45,203 $6.48M 0.86% -550 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,431 shares; 2024Q4: 84,227 shares; 2025Q1: 83,792 shares; 2025Q2: 86,921 shares; 2025Q3: 89,604 shares; 2025Q4: 90,312 shares 90,312 $6.31M 0.83% +708 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 216,475 shares; 2024Q4: 242,182 shares; 2025Q1: 246,407 shares; 2025Q2: 248,032 shares; 2025Q3: 253,622 shares; 2025Q4: 252,502 shares 252,502 $6.12M 0.81% -1,120 Timeline BSCR 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 224,036 shares; 2024Q4: 240,981 shares; 2025Q1: 255,303 shares; 2025Q2: 261,699 shares; 2025Q3: 287,170 shares; 2025Q4: 307,621 shares 307,621 $6.07M 0.8% +20,451 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,548 shares; 2024Q4: 19,808 shares; 2025Q1: 19,461 shares; 2025Q2: 19,638 shares; 2025Q3: 19,751 shares; 2025Q4: 19,736 shares 19,736 $6.03M 0.8% -15 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,726 shares; 2024Q4: 97,987 shares; 2025Q1: 98,622 shares; 2025Q2: 107,607 shares; 2025Q3: 111,473 shares; 2025Q4: 108,992 shares 108,992 $5.97M 0.79% -2,481 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,005 shares; 2024Q4: 17,721 shares; 2025Q1: 17,234 shares; 2025Q2: 18,584 shares; 2025Q3: 19,579 shares; 2025Q4: 39,847 shares 39,847 $5.74M 0.76% +20,268 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,471 shares; 2024Q4: 45,210 shares; 2025Q1: 45,043 shares; 2025Q2: 44,533 shares; 2025Q3: 44,328 shares; 2025Q4: 44,560 shares 44,560 $5.58M 0.74% +232 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,401 shares; 2024Q4: 32,501 shares; 2025Q1: 32,414 shares; 2025Q2: 32,856 shares; 2025Q3: 35,091 shares; 2025Q4: 35,384 shares 35,384 $5.44M 0.72% +293 Timeline BSCS 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,578 shares; 2024Q4: 52,938 shares; 2025Q1: 120,609 shares; 2025Q2: 140,180 shares; 2025Q3: 198,745 shares; 2025Q4: 246,336 shares 246,336 $5.07M 0.67% +47,591 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,135 shares; 2024Q4: 83,087 shares; 2025Q1: 85,825 shares; 2025Q2: 88,251 shares; 2025Q3: 94,659 shares; 2025Q4: 100,205 shares 100,205 $4.7M 0.62% +5,546 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,314 shares; 2024Q4: 23,769 shares; 2025Q1: 23,874 shares; 2025Q2: 24,647 shares; 2025Q3: 24,913 shares; 2025Q4: 24,526 shares 24,526 $4.5M 0.59% -387 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,792 shares; 2024Q4: 19,192 shares; 2025Q1: 19,782 shares; 2025Q2: 21,297 shares; 2025Q3: 22,162 shares; 2025Q4: 22,372 shares 22,372 $4.47M 0.59% +210 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,641 shares; 2024Q4: 7,681 shares; 2025Q1: 7,844 shares; 2025Q2: 8,430 shares; 2025Q3: 9,260 shares; 2025Q4: 9,336 shares 9,336 $4.38M 0.58% +76 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,800 shares; 2024Q4: 62,385 shares; 2025Q1: 60,260 shares; 2025Q2: 60,010 shares; 2025Q3: 59,805 shares; 2025Q4: 59,342 shares 59,342 $4.24M 0.56% -463 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,244 shares; 2024Q4: 26,389 shares; 2025Q1: 26,795 shares; 2025Q2: 29,466 shares; 2025Q3: 29,392 shares; 2025Q4: 29,342 shares 29,342 $4.21M 0.56% -50 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,428 shares; 2024Q4: 130,403 shares; 2025Q1: 137,281 shares; 2025Q2: 142,994 shares; 2025Q3: 152,327 shares; 2025Q4: 163,490 shares 163,490 $4.16M 0.55% +11,163 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,665 shares; 2024Q4: 25,924 shares; 2025Q1: 26,040 shares; 2025Q2: 25,995 shares; 2025Q3: 26,681 shares; 2025Q4: 27,277 shares 27,277 $4.16M 0.55% +596 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,642 shares; 2024Q4: 13,200 shares; 2025Q1: 12,944 shares; 2025Q2: 13,280 shares; 2025Q3: 15,175 shares; 2025Q4: 16,637 shares 16,637 $4.1M 0.54% +1,462 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,232 shares; 2024Q4: 49,156 shares; 2025Q1: 48,060 shares; 2025Q2: 48,147 shares; 2025Q3: 47,340 shares; 2025Q4: 46,800 shares 46,800 $4.08M 0.54% -540 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,093 shares; 2024Q4: 145,779 shares; 2025Q1: 150,657 shares; 2025Q2: 152,515 shares; 2025Q3: 160,018 shares; 2025Q4: 163,202 shares 163,202 $3.96M 0.52% +3,184 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,327 shares; 2024Q4: 9,547 shares; 2025Q1: 9,327 shares; 2025Q2: 9,587 shares; 2025Q3: 9,731 shares; 2025Q4: 9,738 shares 9,738 $3.86M 0.51% +7 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,519 shares; 2024Q4: 15,394 shares; 2025Q1: 15,454 shares; 2025Q2: 15,139 shares; 2025Q3: 15,079 shares; 2025Q4: 14,955 shares 14,955 $3.85M 0.51% -124 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,639 shares; 2024Q4: 12,635 shares; 2025Q1: 12,469 shares; 2025Q2: 12,557 shares; 2025Q3: 14,719 shares; 2025Q4: 14,276 shares 14,276 $3.78M 0.5% -443 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,062 shares; 2024Q4: 38,572 shares; 2025Q1: 36,902 shares; 2025Q2: 36,817 shares; 2025Q3: 36,672 shares; 2025Q4: 36,462 shares 36,462 $3.5M 0.46% -210 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,439 shares; 2024Q4: 29,155 shares; 2025Q1: 28,370 shares; 2025Q2: 28,712 shares; 2025Q3: 28,832 shares; 2025Q4: 28,957 shares 28,957 $3.48M 0.46% +125 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,915 shares; 2024Q4: 3,832 shares; 2025Q1: 3,794 shares; 2025Q2: 3,645 shares; 2025Q3: 3,554 shares; 2025Q4: 35,065 shares 35,065 $3.29M 0.43% +31,511 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,299 shares; 2024Q4: 68,244 shares; 2025Q1: 71,614 shares; 2025Q2: 73,129 shares; 2025Q3: 75,744 shares; 2025Q4: 76,599 shares 76,599 $3.16M 0.42% +855 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,013 shares; 2024Q4: 17,529 shares; 2025Q1: 17,509 shares; 2025Q2: 22,136 shares; 2025Q3: 25,137 shares; 2025Q4: 26,787 shares 26,787 $3.15M 0.42% +1,650 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,836 shares; 2024Q4: 15,906 shares; 2025Q1: 15,746 shares; 2025Q2: 15,959 shares; 2025Q3: 15,915 shares; 2025Q4: 16,020 shares 16,020 $3.13M 0.41% +105 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,300 shares; 2024Q4: 92,450 shares; 2025Q1: 102,200 shares; 2025Q2: 106,500 shares; 2025Q3: 115,800 shares; 2025Q4: 133,250 shares 133,250 $3.12M 0.41% +17,450 Timeline BSCQ 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,196 shares; 2024Q4: 152,207 shares; 2025Q1: 155,428 shares; 2025Q2: 155,785 shares; 2025Q3: 156,534 shares; 2025Q4: 157,529 shares 157,529 $3.08M 0.41% +995 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,108 shares; 2024Q4: 59,273 shares; 2025Q1: 62,518 shares; 2025Q2: 61,828 shares; 2025Q3: 62,978 shares; 2025Q4: 62,975 shares 62,975 $3.01M 0.4% -3 Timeline BSCT 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 12,810 shares; 2025Q1: 42,275 shares; 2025Q2: 42,947 shares; 2025Q3: 83,991 shares; 2025Q4: 152,007 shares 152,007 $2.86M 0.38% +68,016 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,478 shares; 2024Q4: 63,931 shares; 2025Q1: 62,760 shares; 2025Q2: 62,160 shares; 2025Q3: 60,480 shares; 2025Q4: 59,115 shares 59,115 $2.83M 0.37% -1,365 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,832 shares; 2024Q4: 19,599 shares; 2025Q1: 21,549 shares; 2025Q2: 24,801 shares; 2025Q3: 25,670 shares; 2025Q4: 27,140 shares 27,140 $2.69M 0.36% +1,470 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,805 shares; 2024Q4: 3,786 shares; 2025Q1: 3,909 shares; 2025Q2: 4,074 shares; 2025Q3: 4,101 shares; 2025Q4: 4,196 shares 4,196 $2.63M 0.35% +95 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,168 shares; 2024Q4: 11,328 shares; 2025Q1: 11,553 shares; 2025Q2: 11,408 shares; 2025Q3: 11,226 shares; 2025Q4: 10,984 shares 10,984 $2.54M 0.34% -242 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,094 shares; 2024Q4: 23,906 shares; 2025Q1: 23,474 shares; 2025Q2: 22,798 shares; 2025Q3: 22,754 shares; 2025Q4: 22,036 shares 22,036 $2.51M 0.33% -718 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,111 shares; 2024Q4: 28,563 shares; 2025Q1: 28,663 shares; 2025Q2: 28,523 shares; 2025Q3: 29,184 shares; 2025Q4: 58,708 shares 58,708 $2.51M 0.33% +29,524 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,656 shares; 2024Q4: 34,115 shares; 2025Q1: 41,544 shares; 2025Q2: 43,251 shares; 2025Q3: 45,061 shares; 2025Q4: 39,193 shares 39,193 $2.5M 0.33% -5,868 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,783 shares; 2024Q4: 30,073 shares; 2025Q1: 30,224 shares; 2025Q2: 34,475 shares; 2025Q3: 37,250 shares; 2025Q4: 37,956 shares 37,956 $2.47M 0.33% +706 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,873 shares; 2024Q4: 55,838 shares; 2025Q1: 55,338 shares; 2025Q2: 54,338 shares; 2025Q3: 51,942 shares; 2025Q4: 49,400 shares 49,400 $2.43M 0.32% -2,542 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,523 shares; 2024Q4: 31,597 shares; 2025Q1: 30,729 shares; 2025Q2: 30,412 shares; 2025Q3: 29,436 shares; 2025Q4: 29,133 shares 29,133 $2.41M 0.32% -303 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,688 shares; 2024Q4: 38,916 shares; 2025Q1: 39,673 shares; 2025Q2: 40,483 shares; 2025Q3: 39,826 shares; 2025Q4: 46,340 shares 46,340 $2.33M 0.31% +6,514 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,380 shares; 2024Q4: 24,322 shares; 2025Q1: 24,335 shares; 2025Q2: 24,635 shares; 2025Q3: 24,885 shares; 2025Q4: 24,721 shares 24,721 $2.3M 0.3% -164 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,174 shares; 2024Q4: 25,734 shares; 2025Q1: 25,815 shares; 2025Q2: 26,801 shares; 2025Q3: 27,849 shares; 2025Q4: 28,972 shares 28,972 $2.25M 0.3% +1,123 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,600 shares; 2024Q4: 59,550 shares; 2025Q1: 74,450 shares; 2025Q2: 81,250 shares; 2025Q3: 90,950 shares; 2025Q4: 100,900 shares 100,900 $2.23M 0.29% +9,950 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,392 shares; 2024Q4: 10,693 shares; 2025Q1: 11,043 shares; 2025Q2: 13,239 shares; 2025Q3: 13,909 shares; 2025Q4: 13,840 shares 13,840 $2.15M 0.28% -69 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,530 shares; 2024Q4: 7,615 shares; 2025Q1: 7,395 shares; 2025Q2: 8,404 shares; 2025Q3: 8,599 shares; 2025Q4: 17,529 shares 17,529 $2.09M 0.28% +8,930 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,314 shares; 2024Q4: 43,060 shares; 2025Q1: 40,883 shares; 2025Q2: 40,428 shares; 2025Q3: 40,436 shares; 2025Q4: 40,161 shares 40,161 $2.04M 0.27% -275 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,219 shares; 2024Q4: 24,712 shares; 2025Q1: 26,442 shares; 2025Q2: 26,832 shares; 2025Q3: 28,307 shares; 2025Q4: 29,107 shares 29,107 $2.02M 0.27% +800 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,386 shares; 2024Q4: 14,386 shares; 2025Q1: 14,312 shares; 2025Q2: 14,289 shares; 2025Q3: 14,289 shares; 2025Q4: 14,289 shares 14,289 $2.02M 0.27% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,521 shares; 2024Q4: 5,491 shares; 2025Q1: 5,496 shares; 2025Q2: 5,462 shares; 2025Q3: 5,467 shares; 2025Q4: 5,390 shares 5,390 $1.99M 0.26% -77 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,125 shares; 2024Q4: 12,345 shares; 2025Q1: 12,040 shares; 2025Q2: 12,400 shares; 2025Q3: 12,830 shares; 2025Q4: 13,130 shares 13,130 $1.95M 0.26% +300 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,305 shares; 2024Q4: 34,359 shares; 2025Q1: 34,456 shares; 2025Q2: 34,526 shares; 2025Q3: 34,623 shares; 2025Q4: 34,198 shares 34,198 $1.94M 0.26% -425 Timeline XONE BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,695 shares; 2024Q4: 9,545 shares; 2025Q1: 15,510 shares; 2025Q2: 17,480 shares; 2025Q3: 24,035 shares; 2025Q4: 38,935 shares 38,935 $1.93M 0.26% +14,900 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,291 shares; 2024Q4: 4,346 shares; 2025Q1: 4,344 shares; 2025Q2: 4,427 shares; 2025Q3: 4,331 shares; 2025Q4: 2,815 shares 2,815 $1.93M 0.25% -1,516 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,898 shares; 2024Q4: 6,789 shares; 2025Q1: 6,790 shares; 2025Q2: 6,457 shares; 2025Q3: 6,420 shares; 2025Q4: 6,262 shares 6,262 $1.85M 0.25% -158 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,356 shares; 2024Q4: 43,530 shares; 2025Q1: 43,833 shares; 2025Q2: 44,315 shares; 2025Q3: 41,505 shares; 2025Q4: 43,046 shares 43,046 $1.75M 0.23% +1,541 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,984 shares; 2024Q4: 3,984 shares; 2025Q1: 4,015 shares; 2025Q2: 4,015 shares; 2025Q3: 3,645 shares; 2025Q4: 3,645 shares 3,645 $1.73M 0.23% 0 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,722 shares; 2024Q4: 15,963 shares; 2025Q1: 16,578 shares; 2025Q2: 18,269 shares; 2025Q3: 18,859 shares; 2025Q4: 38,525 shares 38,525 $1.72M 0.23% +19,666 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,579 shares; 2025Q1: 1,619 shares; 2025Q2: 1,626 shares; 2025Q3: 1,536 shares; 2025Q4: 1,534 shares 1,534 $1.64M 0.22% -2 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 762 shares; 2024Q4: 727 shares; 2025Q1: 707 shares; 2025Q2: 2,242 shares; 2025Q3: 2,137 shares; 2025Q4: 2,127 shares 2,127 $1.6M 0.21% -10 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,663 shares; 2024Q4: 8,099 shares; 2025Q1: 8,103 shares; 2025Q2: 7,909 shares; 2025Q3: 7,883 shares; 2025Q4: 8,071 shares 8,071 $1.57M 0.21% +188 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,120 shares; 2024Q4: 9,485 shares; 2025Q1: 9,250 shares; 2025Q2: 9,170 shares; 2025Q3: 9,036 shares; 2025Q4: 7,949 shares 7,949 $1.54M 0.2% -1,087 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,298 shares; 2024Q4: 10,038 shares; 2025Q1: 9,273 shares; 2025Q2: 9,073 shares; 2025Q3: 8,973 shares; 2025Q4: 9,223 shares 9,223 $1.48M 0.2% +250 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,011 shares; 2024Q4: 11,717 shares; 2025Q1: 13,219 shares; 2025Q2: 13,723 shares; 2025Q3: 14,477 shares; 2025Q4: 14,483 shares 14,483 $1.47M 0.19% +6 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2 shares; 2025Q1: 13,526 shares; 2025Q2: 16,606 shares; 2025Q3: 18,556 shares; 2025Q4: 17,841 shares 17,841 $1.46M 0.19% -715 Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,029 shares; 2025Q4: 15,029 shares 15,029 $1.41M 0.19% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,859 shares; 2024Q4: 14,618 shares; 2025Q1: 14,368 shares; 2025Q2: 14,368 shares; 2025Q3: 13,868 shares; 2025Q4: 16,810 shares 16,810 $1.33M 0.18% +2,942 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,019 shares; 2024Q4: 18,019 shares; 2025Q1: 18,217 shares; 2025Q2: 21,217 shares; 2025Q3: 21,198 shares; 2025Q4: 21,198 shares 21,198 $1.32M 0.18% 0 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,900 shares; 2025Q1: 10,700 shares; 2025Q2: 23,400 shares; 2025Q3: 36,550 shares; 2025Q4: 62,505 shares 62,505 $1.32M 0.17% +25,955 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,156 shares; 2024Q4: 6,307 shares; 2025Q1: 6,220 shares; 2025Q2: 6,220 shares; 2025Q3: 6,211 shares; 2025Q4: 6,167 shares 6,167 $1.31M 0.17% -44 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,083 shares; 2024Q4: 9,382 shares; 2025Q1: 9,745 shares; 2025Q2: 10,464 shares; 2025Q3: 11,380 shares; 2025Q4: 12,105 shares 12,105 $1.3M 0.17% +725 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,913 shares; 2024Q4: 10,838 shares; 2025Q1: 12,046 shares; 2025Q2: 12,271 shares; 2025Q3: 13,201 shares; 2025Q4: 13,113 shares 13,113 $1.26M 0.17% -88 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,807 shares; 2024Q4: 13,537 shares; 2025Q1: 10,911 shares; 2025Q2: 10,528 shares; 2025Q3: 9,901 shares; 2025Q4: 9,446 shares 9,446 $1.25M 0.17% -455 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,511 shares; 2024Q4: 11,361 shares; 2025Q1: 10,841 shares; 2025Q2: 10,647 shares; 2025Q3: 10,647 shares; 2025Q4: 10,522 shares 10,522 $1.16M 0.15% -125 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,449 shares; 2024Q4: 1,449 shares; 2025Q1: 1,430 shares; 2025Q2: 1,393 shares; 2025Q3: 1,373 shares; 2025Q4: 1,341 shares 1,341 $1.16M 0.15% -32 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,682 shares; 2024Q4: 4,683 shares; 2025Q1: 4,636 shares; 2025Q2: 4,653 shares; 2025Q3: 4,653 shares; 2025Q4: 4,753 shares 4,753 $1.15M 0.15% +100 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,432 shares; 2024Q4: 4,572 shares; 2025Q1: 4,917 shares; 2025Q2: 4,947 shares; 2025Q3: 4,627 shares; 2025Q4: 4,787 shares 4,787 $1.08M 0.14% +160 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,708 shares; 2024Q4: 11,409 shares; 2025Q1: 11,372 shares; 2025Q2: 11,073 shares; 2025Q3: 11,073 shares; 2025Q4: 11,074 shares 11,074 $1.07M 0.14% +1 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,485 shares; 2024Q4: 24,484 shares; 2025Q1: 23,884 shares; 2025Q2: 23,884 shares; 2025Q3: 22,884 shares; 2025Q4: 22,784 shares 22,784 $1.07M 0.14% -100 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,109 shares; 2024Q4: 8,485 shares; 2025Q1: 8,745 shares; 2025Q2: 8,978 shares; 2025Q3: 9,155 shares; 2025Q4: 9,282 shares 9,282 $990K 0.13% +127 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,133 shares; 2024Q4: 1,195 shares; 2025Q1: 1,347 shares; 2025Q2: 2,977 shares; 2025Q3: 2,955 shares; 2025Q4: 2,911 shares 2,911 $976K 0.13% -44 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,997 shares; 2024Q4: 56,785 shares; 2025Q1: 49,161 shares; 2025Q2: 47,636 shares; 2025Q3: 43,946 shares; 2025Q4: 38,692 shares 38,692 $963K 0.13% -5,254 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,859 shares; 2024Q4: 10,879 shares; 2025Q1: 11,127 shares; 2025Q2: 10,228 shares; 2025Q3: 10,212 shares; 2025Q4: 10,131 shares 10,131 $948K 0.13% -81 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,360 shares; 2024Q4: 13,960 shares; 2025Q1: 12,420 shares; 2025Q2: 12,420 shares; 2025Q3: 17,285 shares; 2025Q4: 18,985 shares 18,985 $939K 0.12% +1,700 Timeline EUAD SPINNAKER ETF SERIES More: the full row for SPINNAKER ETF SERIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,605 shares; 2025Q2: 17,190 shares; 2025Q3: 20,231 shares; 2025Q4: 22,231 shares 22,231 $937K 0.12% +2,000 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,001 shares; 2024Q4: 5,952 shares; 2025Q1: 5,905 shares; 2025Q2: 5,929 shares; 2025Q3: 5,929 shares; 2025Q4: 5,939 shares 5,939 $919K 0.12% +10 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,720 shares; 2024Q4: 14,740 shares; 2025Q1: 13,256 shares; 2025Q2: 13,266 shares; 2025Q3: 13,476 shares; 2025Q4: 13,492 shares 13,492 $890K 0.12% +16 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 252 shares; 2024Q4: 252 shares; 2025Q1: 252 shares; 2025Q2: 252 shares; 2025Q3: 252 shares; 2025Q4: 252 shares 252 $855K 0.11% 0 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,724 shares; 2024Q4: 8,684 shares; 2025Q1: 8,431 shares; 2025Q2: 8,431 shares; 2025Q3: 8,431 shares; 2025Q4: 16,702 shares 16,702 $757K 0.1% +8,271 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,440 shares; 2024Q4: 9,484 shares; 2025Q1: 9,462 shares; 2025Q2: 9,462 shares; 2025Q3: 9,380 shares; 2025Q4: 9,192 shares 9,192 $737K 0.1% -188 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,264 shares; 2024Q4: 2,264 shares; 2025Q1: 2,271 shares; 2025Q2: 2,098 shares; 2025Q3: 2,098 shares; 2025Q4: 2,098 shares 2,098 $736K 0.1% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 415 shares; 2024Q4: 416 shares; 2025Q1: 401 shares; 2025Q2: 571 shares; 2025Q3: 557 shares; 2025Q4: 807 shares 807 $709K 0.09% +250 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,232 shares; 2024Q4: 7,324 shares; 2025Q1: 6,734 shares; 2025Q2: 6,994 shares; 2025Q3: 6,144 shares; 2025Q4: 5,567 shares 5,567 $686K 0.09% -577 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,232 shares; 2024Q4: 1,182 shares; 2025Q1: 1,182 shares; 2025Q2: 1,117 shares; 2025Q3: 1,117 shares; 2025Q4: 1,117 shares 1,117 $640K 0.08% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,952 shares; 2024Q4: 2,052 shares; 2025Q1: 2,052 shares; 2025Q2: 2,060 shares; 2025Q3: 2,075 shares; 2025Q4: 1,945 shares 1,945 $599K 0.08% -130 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,125 shares; 2024Q4: 22,185 shares; 2025Q1: 25,195 shares; 2025Q2: 25,242 shares; 2025Q3: 24,256 shares; 2025Q4: 22,875 shares 22,875 $568K 0.08% -1,381 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,560 shares; 2024Q4: 1,810 shares; 2025Q1: 2,800 shares; 2025Q2: 3,492 shares; 2025Q3: 3,387 shares; 2025Q4: 3,217 shares 3,217 $558K 0.07% -170 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,052 shares; 2024Q4: 10,052 shares; 2025Q1: 9,552 shares; 2025Q2: 9,552 shares; 2025Q3: 9,252 shares; 2025Q4: 8,661 shares 8,661 $558K 0.07% -591 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,763 shares; 2024Q4: 1,763 shares; 2025Q1: 1,763 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,263 shares 10,263 $543K 0.07% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,883 shares; 2024Q4: 2,883 shares; 2025Q1: 2,883 shares; 2025Q2: 2,833 shares; 2025Q3: 2,833 shares; 2025Q4: 2,658 shares 2,658 $541K 0.07% -175 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,361 shares; 2024Q4: 1,361 shares; 2025Q1: 1,161 shares; 2025Q2: 1,194 shares; 2025Q3: 1,194 shares; 2025Q4: 1,189 shares 1,189 $535K 0.07% -5 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,360 shares; 2024Q4: 1,080 shares; 2025Q1: 1,080 shares; 2025Q2: 3,580 shares; 2025Q3: 3,580 shares; 2025Q4: 3,580 shares 3,580 $532K 0.07% 0 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,437 shares; 2024Q4: 19,576 shares; 2025Q1: 19,606 shares; 2025Q2: 19,841 shares; 2025Q3: 19,841 shares; 2025Q4: 19,781 shares 19,781 $532K 0.07% -60 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,591 shares; 2024Q4: 6,600 shares; 2025Q1: 6,380 shares; 2025Q2: 6,180 shares; 2025Q3: 4,984 shares; 2025Q4: 4,984 shares 4,984 $525K 0.07% 0 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,825 shares; 2024Q4: 2,825 shares; 2025Q1: 2,825 shares; 2025Q2: 2,825 shares; 2025Q3: 2,825 shares; 2025Q4: 3,025 shares 3,025 $516K 0.07% +200 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,865 shares; 2024Q4: 9,815 shares; 2025Q1: 9,765 shares; 2025Q2: 9,860 shares; 2025Q3: 9,885 shares; 2025Q4: 9,760 shares 9,760 $516K 0.07% -125 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,675 shares; 2024Q4: 1,675 shares; 2025Q1: 1,675 shares; 2025Q2: 1,675 shares; 2025Q3: 1,675 shares; 2025Q4: 1,675 shares 1,675 $484K 0.06% 0 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,385 shares; 2024Q4: 5,385 shares; 2025Q1: 5,385 shares; 2025Q2: 5,385 shares; 2025Q3: 5,385 shares; 2025Q4: 5,385 shares 5,385 $479K 0.06% 0 Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,585 shares; 2024Q4: 6,185 shares; 2025Q1: 6,185 shares; 2025Q2: 6,085 shares; 2025Q3: 6,160 shares; 2025Q4: 5,910 shares 5,910 $447K 0.06% -250 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,338 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,500 shares 8,500 $430K 0.06% new Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,980 shares; 2024Q4: 5,980 shares; 2025Q1: 9,230 shares; 2025Q2: 9,230 shares; 2025Q3: 9,230 shares; 2025Q4: 9,230 shares 9,230 $429K 0.06% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,393 shares; 2024Q4: 8,393 shares; 2025Q1: 8,393 shares; 2025Q2: 8,008 shares; 2025Q3: 8,008 shares; 2025Q4: 8,008 shares 8,008 $427K 0.06% 0 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,368 shares; 2025Q1: 3,348 shares; 2025Q2: 3,372 shares; 2025Q3: 3,188 shares; 2025Q4: 3,188 shares 3,188 $418K 0.06% 0 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,056 shares; 2024Q4: 1,156 shares; 2025Q1: 1,206 shares; 2025Q2: 2,056 shares; 2025Q3: 2,181 shares; 2025Q4: 2,181 shares 2,181 $417K 0.06% 0 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,850 shares; 2025Q3: 2,850 shares; 2025Q4: 2,850 shares 2,850 $402K 0.05% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,712 shares; 2024Q4: 2,712 shares; 2025Q1: 2,454 shares; 2025Q2: 2,454 shares; 2025Q3: 2,454 shares; 2025Q4: 2,454 shares 2,454 $394K 0.05% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,210 shares; 2024Q4: 7,450 shares; 2025Q1: 7,450 shares; 2025Q2: 7,150 shares; 2025Q3: 7,150 shares; 2025Q4: 7,150 shares 7,150 $386K 0.05% 0 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,269 shares; 2024Q4: 3,269 shares; 2025Q1: 3,208 shares; 2025Q2: 3,208 shares; 2025Q3: 3,208 shares; 2025Q4: 3,208 shares 3,208 $365K 0.05% 0 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,725 shares; 2024Q4: 1,655 shares; 2025Q1: 1,725 shares; 2025Q2: 1,725 shares; 2025Q3: 1,725 shares; 2025Q4: 1,725 shares 1,725 $361K 0.05% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,305 shares; 2024Q4: 1,255 shares; 2025Q1: 1,155 shares; 2025Q2: 1,155 shares; 2025Q3: not reported; 2025Q4: 1,155 shares 1,155 $358K 0.05% new Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,600 shares; 2024Q4: 4,600 shares; 2025Q1: 4,600 shares; 2025Q2: 4,600 shares; 2025Q3: 3,900 shares; 2025Q4: 3,900 shares 3,900 $358K 0.05% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 454 shares; 2024Q4: 455 shares; 2025Q1: 574 shares; 2025Q2: 569 shares; 2025Q3: 568 shares; 2025Q4: 573 shares 573 $351K 0.05% +5 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,418 shares; 2024Q4: 1,338 shares; 2025Q1: 1,313 shares; 2025Q2: 1,273 shares; 2025Q3: 1,198 shares; 2025Q4: 1,063 shares 1,063 $343K 0.05% -135 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,409 shares; 2024Q4: 1,409 shares; 2025Q1: 1,389 shares; 2025Q2: 1,389 shares; 2025Q3: 1,389 shares; 2025Q4: 1,389 shares 1,389 $342K 0.05% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 493 shares; 2024Q4: 518 shares; 2025Q1: 506 shares; 2025Q2: 513 shares; 2025Q3: 518 shares; 2025Q4: 518 shares 518 $339K 0.04% 0 Timeline BSCU 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,200 shares; 2025Q1: 9,779 shares; 2025Q2: not reported; 2025Q3: 11,339 shares; 2025Q4: 19,820 shares 19,820 $335K 0.04% +8,481 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,455 shares; 2024Q4: 1,455 shares; 2025Q1: 1,460 shares; 2025Q2: 1,469 shares; 2025Q3: 1,469 shares; 2025Q4: 1,464 shares 1,464 $333K 0.04% -5 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,119 shares; 2024Q4: 14,288 shares; 2025Q1: 14,288 shares; 2025Q2: 13,388 shares; 2025Q3: 13,313 shares; 2025Q4: 13,313 shares 13,313 $320K 0.04% 0 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,005 shares 3,005 $308K 0.04% new Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,618 shares; 2024Q4: 2,618 shares; 2025Q1: 2,618 shares; 2025Q2: 2,391 shares; 2025Q3: 2,391 shares; 2025Q4: 2,375 shares 2,375 $306K 0.04% -16 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 704 shares; 2024Q4: 654 shares; 2025Q1: 654 shares; 2025Q2: 654 shares; 2025Q3: not reported; 2025Q4: 654 shares 654 $304K 0.04% new Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,274 shares; 2024Q4: 2,274 shares; 2025Q1: 2,274 shares; 2025Q2: 2,274 shares; 2025Q3: not reported; 2025Q4: 2,274 shares 2,274 $302K 0.04% new Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,220 shares; 2024Q4: 7,020 shares; 2025Q1: 6,535 shares; 2025Q2: 6,535 shares; 2025Q3: not reported; 2025Q4: 6,535 shares 6,535 $297K 0.04% new Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,146 shares; 2025Q1: 4,146 shares; 2025Q2: 4,146 shares; 2025Q3: not reported; 2025Q4: 4,146 shares 4,146 $294K 0.04% new Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,386 shares; 2024Q4: 3,435 shares; 2025Q1: 3,435 shares; 2025Q2: 4,585 shares; 2025Q3: not reported; 2025Q4: 3,836 shares 3,836 $289K 0.04% new Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,553 shares; 2024Q4: 1,553 shares; 2025Q1: 1,553 shares; 2025Q2: 1,516 shares; 2025Q3: not reported; 2025Q4: 1,516 shares 1,516 $275K 0.04% new Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 930 shares; 2024Q4: 930 shares; 2025Q1: 930 shares; 2025Q2: 2,130 shares; 2025Q3: not reported; 2025Q4: 2,043 shares 2,043 $273K 0.04% new Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,600 shares; 2024Q4: 2,600 shares; 2025Q1: 2,600 shares; 2025Q2: 2,600 shares; 2025Q3: not reported; 2025Q4: 2,600 shares 2,600 $271K 0.04% new Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 650 shares; 2024Q4: 650 shares; 2025Q1: 650 shares; 2025Q2: 1,450 shares; 2025Q3: not reported; 2025Q4: 1,450 shares 1,450 $268K 0.04% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: not reported; 2025Q4: 50 shares 50 $268K 0.04% new Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,100 shares; 2024Q4: 2,100 shares; 2025Q1: 2,100 shares; 2025Q2: 2,100 shares; 2025Q3: not reported; 2025Q4: 2,100 shares 2,100 $264K 0.03% new Timeline PFI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,775 shares; 2025Q1: 9,775 shares; 2025Q2: 9,775 shares; 2025Q3: 9,425 shares; 2025Q4: 4,367 shares 4,367 $252K 0.03% -5,058 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 676 shares; 2024Q4: 676 shares; 2025Q1: 676 shares; 2025Q2: 1,226 shares; 2025Q3: not reported; 2025Q4: 1,191 shares 1,191 $252K 0.03% new Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,068 shares; 2024Q4: 9,068 shares; 2025Q1: 9,068 shares; 2025Q2: 9,068 shares; 2025Q3: not reported; 2025Q4: 9,068 shares 9,068 $249K 0.03% new Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,305 shares; 2024Q4: 6,411 shares; 2025Q1: 5,351 shares; 2025Q2: 6,351 shares; 2025Q3: not reported; 2025Q4: 6,274 shares 6,274 $241K 0.03% new Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,392 shares; 2024Q4: 4,592 shares; 2025Q1: 4,334 shares; 2025Q2: 4,134 shares; 2025Q3: not reported; 2025Q4: 4,134 shares 4,134 $238K 0.03% new Timeline EES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,100 shares; 2024Q4: 4,000 shares; 2025Q1: 4,210 shares; 2025Q2: 4,210 shares; 2025Q3: not reported; 2025Q4: 4,180 shares 4,180 $238K 0.03% new Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,096 shares; 2024Q4: 1,096 shares; 2025Q1: 1,104 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,104 shares 1,104 $236K 0.03% new Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,036 shares; 2024Q4: 1,036 shares; 2025Q1: 1,036 shares; 2025Q2: 1,036 shares; 2025Q3: not reported; 2025Q4: 1,024 shares 1,024 $234K 0.03% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,555 shares; 2024Q4: 2,530 shares; 2025Q1: 2,530 shares; 2025Q2: 2,668 shares; 2025Q3: not reported; 2025Q4: 2,630 shares 2,630 $230K 0.03% new Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,285 shares; 2024Q4: 7,285 shares; 2025Q1: 7,285 shares; 2025Q2: 7,885 shares; 2025Q3: not reported; 2025Q4: 7,290 shares 7,290 $226K 0.03% new Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 551 shares; 2024Q4: 551 shares; 2025Q1: 602 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,070 shares 1,070 $225K 0.03% new Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 486 shares; 2024Q4: 427 shares; 2025Q1: 427 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 646 shares 646 $213K 0.03% new Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,400 shares; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: not reported; 2025Q4: 1,400 shares 1,400 $212K 0.03% new Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 823 shares; 2024Q4: 823 shares; 2025Q1: 823 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 823 shares 823 $212K 0.03% new Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 339 shares; 2024Q4: 339 shares; 2025Q1: 339 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 365 shares 365 $208K 0.03% new Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,016 shares; 2024Q4: 2,016 shares; 2025Q1: 2,094 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,094 shares 2,094 $202K 0.03% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 678 shares; 2024Q4: 678 shares; 2025Q1: 678 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 678 shares 678 $193K 0.03% new Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,531 shares; 2024Q4: 1,531 shares; 2025Q1: 1,531 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,531 shares 1,531 $188K 0.02% new Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 692 shares; 2024Q4: 692 shares; 2025Q1: 692 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 682 shares 682 $185K 0.02% new Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 945 shares; 2024Q4: 930 shares; 2025Q1: 930 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,133 shares 1,133 $183K 0.02% new Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,024 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,000 shares 1,000 $180K 0.02% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 792 shares; 2024Q4: 760 shares; 2025Q1: 760 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 520 shares 520 $179K 0.02% new Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,654 shares; 2024Q4: 1,454 shares; 2025Q1: 1,454 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,354 shares 1,354 $178K 0.02% new Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,080 shares; 2024Q4: 6,160 shares; 2025Q1: 6,160 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,160 shares 6,160 $175K 0.02% new Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 821 shares; 2024Q4: 751 shares; 2025Q1: 751 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 576 shares 576 $172K 0.02% new Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76 shares; 2024Q4: 76 shares; 2025Q1: 76 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,176 shares 1,176 $169K 0.02% new Timeline RPC RIDGEPOST CAP INC More: the full row for RIDGEPOST CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,933 shares; 2025Q3: 16,933 shares; 2025Q4: 16,933 shares 16,933 $166K 0.02% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,254 shares; 2024Q4: 3,255 shares; 2025Q1: 3,255 shares; 2025Q2: 3,255 shares; 2025Q3: not reported; 2025Q4: 3,233 shares 3,233 $164K 0.02% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,368 shares; 2024Q4: 2,368 shares; 2025Q1: 2,368 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,893 shares 1,893 $162K 0.02% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,704 shares; 2024Q4: 2,165 shares; 2025Q1: 2,165 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,165 shares 2,165 $159K 0.02% new Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91 shares; 2024Q4: 94 shares; 2025Q1: 103 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 803 shares 803 $154K 0.02% new Timeline DXPE DXP ENTERPRISES INC More: the full row for DXP ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,400 shares; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,400 shares 1,400 $154K 0.02% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,259 shares; 2024Q4: 2,147 shares; 2025Q1: 1,997 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,997 shares 1,997 $148K 0.02% new Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,208 shares; 2024Q4: 3,208 shares; 2025Q1: 3,208 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,908 shares 2,908 $148K 0.02% new Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 275 shares; 2024Q4: 275 shares; 2025Q1: 245 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 245 shares 245 $148K 0.02% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,300 shares; 2025Q1: 2,300 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,000 shares 2,000 $147K 0.02% new Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,625 shares 1,625 $146K 0.02% new Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,013 shares; 2024Q4: 1,713 shares; 2025Q1: 1,713 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,713 shares 1,713 $144K 0.02% new Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 830 shares; 2024Q4: 830 shares; 2025Q1: 830 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 841 shares 841 $144K 0.02% new Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,008 shares; 2024Q4: 1,008 shares; 2025Q1: 1,008 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,008 shares 1,008 $142K 0.02% new Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,200 shares; 2024Q4: 6,200 shares; 2025Q1: 6,200 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,200 shares 6,200 $142K 0.02% new Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170 shares; 2024Q4: 170 shares; 2025Q1: 170 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 170 shares 170 $139K 0.02% new Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,185 shares; 2024Q4: 1,185 shares; 2025Q1: 1,185 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,185 shares 1,185 $135K 0.02% new Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 472 shares; 2024Q4: 472 shares; 2025Q1: 472 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 472 shares 472 $135K 0.02% new Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 974 shares; 2024Q4: 974 shares; 2025Q1: 974 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 974 shares 974 $134K 0.02% new Timeline WDFC WD 40 CO More: the full row for WD 40 CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 690 shares; 2024Q4: 690 shares; 2025Q1: 690 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 675 shares 675 $133K 0.02% new Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 364 shares; 2024Q4: 356 shares; 2025Q1: 356 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 456 shares 456 $132K 0.02% new Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,000 shares 3,000 $131K 0.02% new Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,978 shares; 2024Q4: 2,178 shares; 2025Q1: 2,178 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,178 shares 2,178 $131K 0.02% new Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,790 shares; 2024Q4: 9,299 shares; 2025Q1: 4,299 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,960 shares 7,960 $131K 0.02% new Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 616 shares; 2024Q4: 616 shares; 2025Q1: 616 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 616 shares 616 $128K 0.02% new Timeline IGE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,203 shares; 2024Q4: 3,044 shares; 2025Q1: 3,045 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,547 shares 2,547 $128K 0.02% new Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 970 shares; 2024Q4: 3,750 shares; 2025Q1: 3,784 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,904 shares 3,904 $127K 0.02% new Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 303 shares; 2024Q4: 303 shares; 2025Q1: 303 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 303 shares 303 $127K 0.02% new Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,718 shares; 2024Q4: 1,418 shares; 2025Q1: 1,418 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,418 shares 1,418 $127K 0.02% new Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 911 shares; 2024Q4: 911 shares; 2025Q1: 911 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 911 shares 911 $126K 0.02% new Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130 shares; 2024Q4: 130 shares; 2025Q1: 130 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100 shares 100 $122K 0.02% new Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 496 shares; 2024Q4: 496 shares; 2025Q1: 496 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 461 shares 461 $121K 0.02% new Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 275 shares; 2024Q4: 775 shares; 2025Q1: 775 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 775 shares 775 $119K 0.02% new Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 220 shares; 2025Q1: 220 shares; 2025Q2: 1,208 shares; 2025Q3: not reported; 2025Q4: 570 shares 570 $118K 0.02% new Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,740 shares; 2024Q4: 1,740 shares; 2025Q1: 1,740 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,740 shares 1,740 $118K 0.02% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,293 shares; 2024Q4: 1,293 shares; 2025Q1: 1,293 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,286 shares 1,286 $117K 0.02% new Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 436 shares; 2024Q4: 636 shares; 2025Q1: 636 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 526 shares 526 $116K 0.02% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 441 shares; 2024Q4: 438 shares; 2025Q1: 438 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 438 shares 438 $113K 0.01% new Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 450 shares; 2024Q4: 2,250 shares; 2025Q1: 2,250 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,250 shares 2,250 $113K 0.01% new Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139 shares; 2024Q4: 139 shares; 2025Q1: 139 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 715 shares 715 $110K 0.01% new Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 680 shares 680 $109K 0.01% new Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,230 shares; 2024Q4: 2,930 shares; 2025Q1: 2,919 shares; 2025Q2: 2,919 shares; 2025Q3: not reported; 2025Q4: 2,717 shares 2,717 $109K 0.01% new Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,641 shares; 2024Q4: 3,066 shares; 2025Q1: 3,066 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,119 shares 3,119 $108K 0.01% new Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,223 shares; 2024Q4: 1,223 shares; 2025Q1: 1,223 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 923 shares 923 $107K 0.01% new Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,702 shares; 2024Q4: 1,702 shares; 2025Q1: 1,702 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,702 shares 1,702 $106K 0.01% new Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 770 shares; 2024Q4: 770 shares; 2025Q1: 770 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 632 shares 632 $106K 0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 660 shares; 2024Q4: 661 shares; 2025Q1: 661 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 361 shares 361 $104K 0.01% new Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 244 shares; 2024Q4: 244 shares; 2025Q1: 214 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 214 shares 214 $104K 0.01% new Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,204 shares; 2024Q4: 3,204 shares; 2025Q1: 3,204 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,204 shares 3,204 $103K 0.01% new Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 468 shares; 2024Q4: 468 shares; 2025Q1: 468 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 458 shares 458 $102K 0.01% new Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,678 shares; 2024Q4: 1,679 shares; 2025Q1: 1,456 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,461 shares 1,461 $101K 0.01% new Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,246 shares; 2024Q4: 3,246 shares; 2025Q1: 3,246 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,246 shares 3,246 $99.7K 0.01% new Timeline FHEQ FIDELITY GREENWOOD STREET TR More: the full row for FIDELITY GREENWOOD STREET TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,200 shares 3,200 $98.9K 0.01% new Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,366 shares; 2024Q4: 1,366 shares; 2025Q1: 1,466 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,466 shares 1,466 $98.3K 0.01% new Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 669 shares; 2024Q4: 669 shares; 2025Q1: 900 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 900 shares 900 $97.5K 0.01% new Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,592 shares; 2024Q4: 1,593 shares; 2025Q1: 1,594 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,597 shares 1,597 $95.3K 0.01% new Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,500 shares 2,500 $91.5K 0.01% new Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,700 shares 1,700 $91.1K 0.01% new Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 150 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 150 shares 150 $90.8K 0.01% new Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,820 shares; 2024Q4: 1,820 shares; 2025Q1: 1,820 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,820 shares 1,820 $90.4K 0.01% new Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 555 shares; 2024Q4: 555 shares; 2025Q1: 555 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 555 shares 555 $90.3K 0.01% new Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 243 shares; 2024Q4: 243 shares; 2025Q1: 243 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 193 shares 193 $90.1K 0.01% new Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 874 shares; 2024Q4: 3,171 shares; 2025Q1: 3,286 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,431 shares 3,431 $90K 0.01% new Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,097 shares 1,097 $89.6K 0.01% new Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,620 shares; 2024Q4: 2,837 shares; 2025Q1: 2,437 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,462 shares 2,462 $89.2K 0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 510 shares; 2025Q1: 510 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 514 shares 514 $88K 0.01% new Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,460 shares; 2024Q4: 850 shares; 2025Q1: 1,050 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,373 shares 1,373 $87.9K 0.01% new Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,319 shares; 2024Q4: 5,319 shares; 2025Q1: 4,479 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,366 shares 2,366 $87.3K 0.01% new Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 300 shares 300 $86.4K 0.01% new Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,766 shares 1,766 $85.8K 0.01% new Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36 shares; 2024Q4: 36 shares; 2025Q1: 20 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 80 shares 80 $85.6K 0.01% new Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 775 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 775 shares 775 $85.4K 0.01% new Timeline BCIC BCP INVESTMENT CORPORATION More: the full row for BCP INVESTMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,093 shares 7,093 $83.9K 0.01% new Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 504 shares; 2024Q4: 504 shares; 2025Q1: 504 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 511 shares 511 $83.1K 0.01% new Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 400 shares 400 $82.1K 0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,003 shares; 2024Q4: 2,003 shares; 2025Q1: 2,003 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,386 shares 1,386 $81.2K 0.01% new Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,701 shares; 2024Q4: 1,668 shares; 2025Q1: 1,668 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,716 shares 1,716 $80.3K 0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176 shares; 2024Q4: 176 shares; 2025Q1: 177 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 163 shares 163 $79.9K 0.01% new Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 485 shares; 2024Q4: 485 shares; 2025Q1: 485 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 393 shares 393 $79.8K 0.01% new Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 776 shares; 2024Q4: 776 shares; 2025Q1: 776 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 909 shares 909 $79.6K 0.01% new Timeline PYZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 716 shares; 2024Q4: 716 shares; 2025Q1: 716 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 716 shares 716 $78.8K 0.01% new Timeline ISCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,410 shares; 2024Q4: 1,410 shares; 2025Q1: 1,410 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,410 shares 1,410 $78.2K 0.01% new Timeline CEF 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,200 shares; 2025Q1: 2,200 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,700 shares 1,700 $77.9K 0.01% new Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,021 shares; 2024Q4: 2,021 shares; 2025Q1: 2,022 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,909 shares 1,909 $77K 0.01% new Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,000 shares 3,000 $76.6K 0.01% new Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 476 shares; 2024Q4: 476 shares; 2025Q1: 464 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 464 shares 464 $75.7K 0.01% new Timeline NPO ENPRO INC More: the full row for ENPRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 343 shares; 2024Q4: 343 shares; 2025Q1: 343 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 343 shares 343 $73.4K 0.01% new Timeline EWA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,748 shares; 2024Q4: 2,748 shares; 2025Q1: 2,748 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,748 shares 2,748 $72K 0.01% new Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 234 shares; 2024Q4: 338 shares; 2025Q1: 338 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 338 shares 338 $70.6K 0.01% new Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39 shares; 2024Q4: 39 shares; 2025Q1: 39 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 339 shares 339 $70.4K 0.01% new Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 869 shares; 2025Q1: 869 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 869 shares 869 $70.1K 0.01% new Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 106 shares; 2025Q1: 236 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 389 shares 389 $69.1K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 360 shares; 2024Q4: 360 shares; 2025Q1: 360 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 360 shares 360 $67.7K 0.01% new Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 800 shares; 2025Q1: 500 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 300 shares 300 $66.7K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 951 shares; 2024Q4: 831 shares; 2025Q1: 831 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 831 shares 831 $65.5K 0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 619 shares; 2024Q4: 519 shares; 2025Q1: 519 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 563 shares 563 $64.9K 0.01% new Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165 shares; 2024Q4: 165 shares; 2025Q1: 165 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 165 shares 165 $63.8K 0.01% new Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 938 shares; 2024Q4: 939 shares; 2025Q1: 939 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 942 shares 942 $63.3K 0.01% new Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 607 shares; 2024Q4: 539 shares; 2025Q1: 539 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 539 shares 539 $62.8K 0.01% new Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 300 shares 300 $62.2K 0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 335 shares; 2024Q4: 670 shares; 2025Q1: 670 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 670 shares 670 $61.9K 0.01% new Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155 shares; 2024Q4: 155 shares; 2025Q1: 155 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 281 shares 281 $61K 0.01% new Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,000 shares 1,000 $60.8K 0.01% new Timeline MNKD MANNKIND CORP More: the full row for MANNKIND CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,627 shares; 2024Q4: 10,627 shares; 2025Q1: 10,627 shares; 2025Q2: 10,627 shares; 2025Q3: not reported; 2025Q4: 10,627 shares 10,627 $60.3K 0.01% new Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 373 shares; 2024Q4: 364 shares; 2025Q1: 364 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 364 shares 364 $58.4K 0.01% new Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 990 shares; 2024Q4: 990 shares; 2025Q1: 990 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 990 shares 990 $58.1K 0.01% new Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 615 shares; 2024Q4: 615 shares; 2025Q1: 615 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 615 shares 615 $57.9K 0.01% new Timeline ISCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 840 shares; 2024Q4: 840 shares; 2025Q1: 840 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 840 shares 840 $57.5K 0.01% new Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 323 shares; 2024Q4: 323 shares; 2025Q1: 323 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 323 shares 323 $57.3K 0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,869 shares; 2024Q4: 1,298 shares; 2025Q1: 1,052 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,052 shares 1,052 $56.6K 0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58 shares; 2024Q4: 1,558 shares; 2025Q1: 1,558 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 658 shares 658 $56.4K 0.01% new Timeline BANK OF AMER CORP BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45 shares; 2024Q4: 45 shares; 2025Q1: 45 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45 shares 45 $56.3K 0.01% new SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 610 shares; 2024Q4: 610 shares; 2025Q1: 610 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 610 shares 610 $55.5K 0.01% new Timeline LOB LIVE OAK BANCSHARES INC More: the full row for LIVE OAK BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,600 shares; 2024Q4: 1,600 shares; 2025Q1: 1,600 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,600 shares 1,600 $55K 0.01% new Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141 shares; 2024Q4: 141 shares; 2025Q1: 141 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 141 shares 141 $54.9K 0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 475 shares; 2025Q1: 475 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 475 shares 475 $54K 0.01% new Timeline BFS SAUL CTRS INC More: the full row for SAUL CTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,700 shares; 2024Q4: 1,700 shares; 2025Q1: 1,700 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,700 shares 1,700 $53.6K 0.01% new Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 850 shares; 2024Q4: 850 shares; 2025Q1: 850 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 850 shares 850 $53.5K 0.01% new Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151 shares; 2024Q4: 151 shares; 2025Q1: 152 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 152 shares 152 $53.2K 0.01% new Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103 shares; 2024Q4: 103 shares; 2025Q1: 103 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 110 shares 110 $51.7K 0.01% new Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 315 shares; 2024Q4: 315 shares; 2025Q1: 315 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 315 shares 315 $51.4K 0.01% new Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70 shares; 2024Q4: 70 shares; 2025Q1: 87 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 146 shares 146 $50.5K 0.01% new Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 399 shares; 2024Q4: 399 shares; 2025Q1: 399 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 399 shares 399 $50.2K 0.01% new Timeline BSCV 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,000 shares 3,000 $50.1K 0.01% new Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 775 shares; 2024Q4: 698 shares; 2025Q1: 698 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 628 shares 628 $49.6K 0.01% new Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89 shares; 2024Q4: 89 shares; 2025Q1: 91 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 73 shares 73 $48.4K 0.01% new Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 728 shares; 2024Q4: 728 shares; 2025Q1: 728 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 728 shares 728 $48.3K 0.01% new Timeline IONS IONIS PHARMACEUTICALS INC More: the full row for IONIS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 600 shares 600 $47.5K 0.01% new Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 400 shares 400 $47K 0.01% new Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 350 shares 350 $46.4K 0.01% new Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 549 shares; 2024Q4: 549 shares; 2025Q1: 549 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 549 shares 549 $46K 0.01% new Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,000 shares 1,000 $45.7K 0.01% new Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,090 shares; 2024Q4: 1,090 shares; 2025Q1: 1,090 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,090 shares 1,090 $45.5K 0.01% new Timeline RWR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 567 shares; 2024Q4: 467 shares; 2025Q1: 467 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 447 shares 447 $43.9K 0.01% new Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 258 shares; 2025Q1: 258 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 258 shares 258 $43.7K 0.01% new Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,450 shares; 2024Q4: 1,450 shares; 2025Q1: 1,450 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,950 shares 1,950 $43.6K 0.01% new Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 181 shares; 2024Q4: 181 shares; 2025Q1: 181 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 181 shares 181 $43.6K 0.01% new Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 205 shares; 2024Q4: 205 shares; 2025Q1: 205 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 123 shares 123 $43K 0.01% new Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123 shares; 2024Q4: 723 shares; 2025Q1: 723 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 843 shares 843 $42.8K 0.01% new Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,000 shares 1,000 $42.7K 0.01% new Timeline MOV MOVADO GROUP INC More: the full row for MOVADO GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,039 shares; 2024Q4: 2,039 shares; 2025Q1: 2,039 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,039 shares 2,039 $42K 0.01% new Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 260 shares; 2024Q4: 260 shares; 2025Q1: 260 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 260 shares 260 $41.9K 0.01% new Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115 shares; 2024Q4: 104 shares; 2025Q1: 104 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 72 shares 72 $41.7K 0.01% new Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,200 shares 1,200 $41.7K 0.01% new Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80 shares; 2024Q4: 80 shares; 2025Q1: 81 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 81 shares 81 $41.3K 0.01% new Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 795 shares 795 $41.1K 0.01% new Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 501 shares; 2024Q4: 507 shares; 2025Q1: 511 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 528 shares 528 $41.1K 0.01% new Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 318 shares; 2024Q4: 318 shares; 2025Q1: 316 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 316 shares 316 $40.3K 0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138 shares; 2024Q4: 138 shares; 2025Q1: 138 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 138 shares 138 $40K 0.01% new Timeline XMLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 638 shares; 2024Q4: 638 shares; 2025Q1: 638 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 638 shares 638 $39.8K 0.01% new Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,433 shares; 2024Q4: 4,746 shares; 2025Q1: 3,246 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,025 shares 3,025 $39.7K 0.01% new Timeline QDEF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,377 shares; 2024Q4: 1,077 shares; 2025Q1: 1,077 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 477 shares 477 $38.6K 0.01% new Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 852 shares; 2024Q4: 852 shares; 2025Q1: 852 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 852 shares 852 $37.9K 0.01% new Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 480 shares; 2024Q4: 480 shares; 2025Q1: 480 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 360 shares 360 $37.8K <0.01% new Timeline FRPT FRESHPET INC More: the full row for FRESHPET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 614 shares; 2024Q4: 614 shares; 2025Q1: 614 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 614 shares 614 $37.4K <0.01% new Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111 shares; 2024Q4: 111 shares; 2025Q1: 111 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 111 shares 111 $37.4K <0.01% new Timeline FLO FLOWERS FOODS INC More: the full row for FLOWERS FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,625 shares; 2024Q4: 3,625 shares; 2025Q1: 3,625 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,425 shares 3,425 $37.3K <0.01% new Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 787 shares; 2024Q4: 757 shares; 2025Q1: 757 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 757 shares 757 $37.1K <0.01% new Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,835 shares; 2024Q4: 1,835 shares; 2025Q1: 1,835 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,835 shares 1,835 $37.1K <0.01% new Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,238 shares; 2024Q4: 1,238 shares; 2025Q1: 1,238 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,238 shares 1,238 $37K <0.01% new Timeline RSPC INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 925 shares; 2024Q4: 925 shares; 2025Q1: 925 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 925 shares 925 $36.8K <0.01% new Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 741 shares; 2024Q4: 591 shares; 2025Q1: 467 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 464 shares 464 $36.8K <0.01% new Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 930 shares; 2024Q4: 930 shares; 2025Q1: 930 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 930 shares 930 $36.6K <0.01% new Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177 shares; 2024Q4: 177 shares; 2025Q1: 177 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 177 shares 177 $36.3K <0.01% new Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85 shares; 2024Q4: 85 shares; 2025Q1: 85 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 85 shares 85 $36.2K <0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 450 shares; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 450 shares 450 $36.2K <0.01% new Timeline AUSF GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,071 shares; 2025Q1: 1,071 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 771 shares 771 $35.8K <0.01% new Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 248 shares; 2024Q4: 248 shares; 2025Q1: 248 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 248 shares 248 $35K <0.01% new Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110 shares; 2024Q4: 110 shares; 2025Q1: 135 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 135 shares 135 $34.8K <0.01% new Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 342 shares; 2024Q4: 342 shares; 2025Q1: 342 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 342 shares 342 $34.5K <0.01% new Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 420 shares; 2024Q4: 375 shares; 2025Q1: 375 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 375 shares 375 $34.5K <0.01% new Timeline SKT TANGER INC More: the full row for TANGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,029 shares; 2024Q4: 1,029 shares; 2025Q1: 1,029 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,029 shares 1,029 $34.3K <0.01% new Timeline AMRZ AMRIZE LTD More: the full row for AMRIZE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 634 shares 634 $34.3K <0.01% new Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 223 shares; 2024Q4: 386 shares; 2025Q1: 386 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 386 shares 386 $34.2K <0.01% new Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 232 shares; 2024Q4: 237 shares; 2025Q1: 232 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 252 shares 252 $34.1K <0.01% new Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 590 shares; 2024Q4: 618 shares; 2025Q1: 618 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 648 shares 648 $33.9K <0.01% new Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172 shares; 2024Q4: 172 shares; 2025Q1: 172 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 172 shares 172 $33.9K <0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80 shares; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 80 shares 80 $33.8K <0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40 shares 40 $32.4K <0.01% new Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41 shares; 2024Q4: 41 shares; 2025Q1: 41 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 48 shares 48 $32.3K <0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48 shares; 2024Q4: 48 shares; 2025Q1: 50 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 55 shares 55 $31.1K <0.01% new Timeline TFII TFI INTERNATIONAL INC More: the full row for TFI INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 300 shares 300 $31K <0.01% new Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99 shares; 2024Q4: 99 shares; 2025Q1: 99 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 99 shares 99 $30.9K <0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,300 shares 1,300 $30.7K <0.01% new Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 700 shares 700 $30.5K <0.01% new Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 223 shares; 2024Q4: 223 shares; 2025Q1: 223 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 323 shares 323 $30.4K <0.01% new Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 222 shares; 2024Q4: 222 shares; 2025Q1: 222 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 222 shares 222 $30.4K <0.01% new Timeline FDUS FIDUS INVT CORP More: the full row for FIDUS INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 413 shares; 2024Q4: 413 shares; 2025Q1: 413 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,572 shares 1,572 $30.3K <0.01% new Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 850 shares; 2024Q4: 850 shares; 2025Q1: 850 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,350 shares 1,350 $30.3K <0.01% new Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 300 shares 300 $30K <0.01% new Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83 shares; 2024Q4: 83 shares; 2025Q1: 83 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 83 shares 83 $29.3K <0.01% new Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 259 shares; 2024Q4: 259 shares; 2025Q1: 259 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 259 shares 259 $28.5K <0.01% new Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 234 shares; 2024Q4: 234 shares; 2025Q1: 234 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 234 shares 234 $28.5K <0.01% new Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 482 shares; 2024Q4: 175 shares; 2025Q1: 175 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 150 shares 150 $27.3K <0.01% new Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 305 shares; 2024Q4: 915 shares; 2025Q1: 915 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 915 shares 915 $27.1K <0.01% new Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 249 shares; 2024Q4: 249 shares; 2025Q1: 249 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100 shares 100 $26.8K <0.01% new Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 150 shares 150 $26.7K <0.01% new Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,666 shares; 2024Q4: 1,666 shares; 2025Q1: 1,666 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,666 shares 1,666 $26.4K <0.01% new Timeline SCM STELLUS CAP INVT CORP More: the full row for STELLUS CAP INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,083 shares 2,083 $26.4K <0.01% new Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 200 shares 200 $26.2K <0.01% new Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23 shares; 2024Q4: 23 shares; 2025Q1: 23 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13 shares 13 $26.2K <0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 311 shares; 2024Q4: 344 shares; 2025Q1: 344 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 317 shares 317 $25.9K <0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172 shares; 2024Q4: 172 shares; 2025Q1: 172 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 172 shares 172 $25.9K <0.01% new Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 300 shares 300 $25.5K <0.01% new Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 396 shares; 2024Q4: 396 shares; 2025Q1: 396 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 396 shares 396 $25.5K <0.01% new Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 350 shares 350 $25.4K <0.01% new Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 315 shares; 2024Q4: 315 shares; 2025Q1: 315 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 315 shares 315 $25.2K <0.01% new Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 325 shares; 2024Q4: 325 shares; 2025Q1: 325 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 325 shares 325 $25.2K <0.01% new Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 195 shares; 2024Q4: 195 shares; 2025Q1: 195 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 195 shares 195 $25.2K <0.01% new Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 307 shares; 2024Q4: 307 shares; 2025Q1: 307 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 310 shares 310 $25.1K <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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118 shares; 2024Q4: 118 shares; 2025Q1: 118 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 118 shares 118 $25K <0.01% new Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 292 shares; 2024Q4: 292 shares; 2025Q1: 292 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 250 shares 250 $24.9K <0.01% new Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 175 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 175 shares 175 $24.1K <0.01% new Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101 shares; 2024Q4: 101 shares; 2025Q1: 101 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 89 shares 89 $24K <0.01% new Timeline PRK PARK NATL CORP More: the full row for PARK NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154 shares; 2024Q4: 154 shares; 2025Q1: 154 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 154 shares 154 $23.4K <0.01% new Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 250 shares 250 $22.9K <0.01% new Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 340 shares 340 $22.8K <0.01% new Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 427 shares; 2024Q4: 427 shares; 2025Q1: 427 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 282 shares 282 $22.2K <0.01% new Timeline IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 140 shares; 2025Q1: 140 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 140 shares 140 $21.6K <0.01% new Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 277 shares; 2024Q4: 277 shares; 2025Q1: 277 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 277 shares 277 $21.4K <0.01% new Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 129 shares 129 $20.6K <0.01% new Timeline RXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100 shares 100 $20.5K <0.01% new Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 255 shares; 2024Q4: 255 shares; 2025Q1: 255 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 255 shares 255 $20.5K <0.01% new Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 220 shares; 2024Q4: 220 shares; 2025Q1: 220 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 220 shares 220 $20K <0.01% new Timeline UFOX ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 308 shares 308 $19.7K <0.01% new Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 200 shares 200 $19K <0.01% new Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58 shares; 2024Q4: 54 shares; 2025Q1: 54 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 54 shares 54 $18.9K <0.01% new Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 198 shares; 2024Q4: 193 shares; 2025Q1: 193 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 193 shares 193 $18.9K <0.01% new Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42 shares; 2024Q4: 42 shares; 2025Q1: 42 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 42 shares 42 $18.7K <0.01% new Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 569 shares; 2024Q4: 569 shares; 2025Q1: 569 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 569 shares 569 $17.8K <0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 353 shares; 2024Q4: 325 shares; 2025Q1: 325 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 325 shares 325 $17.7K <0.01% new Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 49 shares 49 $17.6K <0.01% new Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 309 shares; 2024Q4: 309 shares; 2025Q1: 309 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 309 shares 309 $17.1K <0.01% new Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 230 shares; 2024Q4: 230 shares; 2025Q1: 230 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 230 shares 230 $17K <0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 382 shares; 2024Q4: 382 shares; 2025Q1: 382 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 382 shares 382 $17K <0.01% new Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 300 shares 300 $16.4K <0.01% new Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105 shares; 2024Q4: 105 shares; 2025Q1: 105 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 205 shares 205 $16.3K <0.01% new Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 631 shares; 2024Q4: 631 shares; 2025Q1: 188 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 188 shares 188 $16.2K <0.01% new Timeline SLDP SOLID POWER INC More: the full row for SOLID POWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,801 shares; 2024Q4: 3,801 shares; 2025Q1: 3,801 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,801 shares 3,801 $16.2K <0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 717 shares; 2024Q4: 717 shares; 2025Q1: 617 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 617 shares 617 $16.1K <0.01% new Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 360 shares; 2024Q4: 360 shares; 2025Q1: 356 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 156 shares 156 $16K <0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63 shares; 2024Q4: 58 shares; 2025Q1: 58 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 58 shares 58 $16K <0.01% new Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133 shares; 2024Q4: 133 shares; 2025Q1: 133 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 133 shares 133 $15.9K <0.01% new Timeline ONOF GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 411 shares; 2025Q1: 411 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 411 shares 411 $15.5K <0.01% new Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 236 shares 236 $15.4K <0.01% new Timeline AIEQ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 335 shares 335 $15.1K <0.01% new Timeline KRC KILROY REALTY CORP More: the full row for KILROY REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 400 shares 400 $14.9K <0.01% new Timeline LEA LEAR CORP More: the full row for LEAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130 shares; 2024Q4: 130 shares; 2025Q1: 130 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 130 shares 130 $14.9K <0.01% new Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22 shares; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22 shares 22 $14.9K <0.01% new Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130 shares; 2024Q4: 130 shares; 2025Q1: 130 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 130 shares 130 $14.8K <0.01% new Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 85 shares 85 $14.6K <0.01% new Timeline 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 441 shares; 2025Q1: 441 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 441 shares 441 $14.6K <0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 60 shares 60 $14.5K <0.01% new Timeline BBJP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 218 shares; 2024Q4: 218 shares; 2025Q1: 218 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 218 shares 218 $14.4K <0.01% new Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37 shares; 2024Q4: 37 shares; 2025Q1: 37 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37 shares 37 $14.2K <0.01% new Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 160 shares 160 $13.8K <0.01% new Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63 shares; 2024Q4: 63 shares; 2025Q1: 64 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26 shares 26 $13.6K <0.01% new Timeline TOWN TOWNEBANK PORTSMOUTH VA More: the full row for TOWNEBANK PORTSMOUTH VA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 389 shares; 2024Q4: 392 shares; 2025Q1: 395 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 405 shares 405 $13.5K <0.01% new Timeline HHH HOWARD HUGHES HOLDINGS INC More: the full row for HOWARD HUGHES HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168 shares; 2024Q4: 168 shares; 2025Q1: 168 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 168 shares 168 $13.4K <0.01% new Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51 shares; 2024Q4: 51 shares; 2025Q1: 57 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 61 shares 61 $13.1K <0.01% new Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 111 shares 111 $13K <0.01% new Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72 shares; 2024Q4: 72 shares; 2025Q1: 72 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 38 shares 38 $12.8K <0.01% new Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96 shares; 2024Q4: 96 shares; 2025Q1: 96 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 96 shares 96 $12.5K <0.01% new Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45 shares; 2024Q4: 45 shares; 2025Q1: 45 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45 shares 45 $12.4K <0.01% new Timeline KBA KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 700 shares; 2025Q1: 400 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 400 shares 400 $12.4K <0.01% new Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136 shares; 2024Q4: 136 shares; 2025Q1: 136 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 136 shares 136 $12.2K <0.01% new Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 553 shares; 2024Q4: 553 shares; 2025Q1: 520 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 520 shares 520 $12.2K <0.01% new Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32 shares; 2024Q4: 32 shares; 2025Q1: 39 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 46 shares 46 $12K <0.01% new Timeline XSW SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 64 shares 64 $12K <0.01% new Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63 shares; 2024Q4: 63 shares; 2025Q1: 63 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 63 shares 63 $11.7K <0.01% new Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 200 shares 200 $11.7K <0.01% new Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 430 shares; 2024Q4: 430 shares; 2025Q1: 430 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 430 shares 430 $11.7K <0.01% new Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55 shares; 2024Q4: 55 shares; 2025Q1: 55 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 55 shares 55 $11.6K <0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42 shares; 2024Q4: 42 shares; 2025Q1: 42 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 42 shares 42 $11.5K <0.01% new Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 240 shares; 2024Q4: 240 shares; 2025Q1: 240 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 240 shares 240 $11.5K <0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: 12 shares; 2025Q1: 13 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13 shares 13 $11.4K <0.01% new Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100 shares 100 $11.2K <0.01% new Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 250 shares 250 $10.9K <0.01% new Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 242 shares; 2024Q4: 142 shares; 2025Q1: 82 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 107 shares 107 $10.7K <0.01% new Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170 shares; 2024Q4: 170 shares; 2025Q1: 170 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 170 shares 170 $10.6K <0.01% new Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125 shares; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 125 shares 125 $10.1K <0.01% new Timeline SPPP 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 600 shares 600 $10.1K <0.01% new Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33 shares; 2024Q4: 33 shares; 2025Q1: 33 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33 shares 33 $9.97K <0.01% new Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29 shares 29 $9.84K <0.01% new Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 90 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 90 shares 90 $9.84K <0.01% new Timeline EVSB 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 193 shares; 2025Q1: 193 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 193 shares 193 $9.82K <0.01% new Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100 shares 100 $9.78K <0.01% new Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45 shares; 2024Q4: 45 shares; 2025Q1: 45 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45 shares 45 $9.77K <0.01% new Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 955 shares; 2024Q4: 956 shares; 2025Q1: 956 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 956 shares 956 $9.67K <0.01% new Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 554 shares 554 $9.56K <0.01% new Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 229 shares; 2024Q4: 189 shares; 2025Q1: 189 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 67 shares 67 $9.32K <0.01% new Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 530 shares; 2024Q4: 442 shares; 2025Q1: 442 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 323 shares 323 $9.31K <0.01% new Timeline ESPR ESPERION THERAPEUTICS INC NE More: the full row for ESPERION THERAPEUTICS INC NE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,500 shares 2,500 $9.25K <0.01% new Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108 shares; 2024Q4: 108 shares; 2025Q1: 108 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 108 shares 108 $9.03K <0.01% new Timeline PDM PIEDMONT REALTY TRUST INC More: the full row for PIEDMONT REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,068 shares; 2024Q4: 1,068 shares; 2025Q1: 1,068 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,068 shares 1,068 $8.91K <0.01% new Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46 shares; 2024Q4: 46 shares; 2025Q1: 46 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36 shares 36 $8.89K <0.01% new Timeline FBNC FIRST BANCORP N C More: the full row for FIRST BANCORP N C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175 shares; 2024Q4: 175 shares; 2025Q1: 175 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 175 shares 175 $8.89K <0.01% new Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100 shares 100 $8.72K <0.01% new Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 48 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 48 shares 48 $8.43K <0.01% new Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58 shares; 2024Q4: 58 shares; 2025Q1: 58 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 58 shares 58 $8.27K <0.01% new Timeline