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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 781,353 shares; 2024Q1: 781,353 shares; 2024Q2: 781,234 shares; 2024Q3: 758,623 shares; 2024Q4: 1,048,863 shares; 2025Q1: 1,077,077 shares 1,077,077 $64.4M 20.46% +28,214 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,722 shares; 2024Q1: 6,722 shares; 2024Q2: 6,346 shares; 2024Q3: 6,202 shares; 2024Q4: 8,095 shares; 2025Q1: 8,522 shares 8,522 $8.06M 2.56% +427 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 16,517 shares; 2024Q1: 16,517 shares; 2024Q2: 15,822 shares; 2024Q3: 16,475 shares; 2024Q4: 16,179 shares; 2025Q1: 17,057 shares 17,057 $8M 2.54% +878 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 48,143 shares; 2024Q1: 48,143 shares; 2024Q2: 58,345 shares; 2024Q3: 61,796 shares; 2024Q4: 223,346 shares; 2025Q1: 236,527 shares 236,527 $6.61M 2.1% +13,181 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 13,231 shares; 2024Q1: 13,231 shares; 2024Q2: 60,876 shares; 2024Q3: 80,558 shares; 2024Q4: 115,825 shares; 2025Q1: 130,765 shares 130,765 $6.5M 2.07% +14,940 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,951 shares; 2024Q1: 5,951 shares; 2024Q2: 7,728 shares; 2024Q3: 8,886 shares; 2024Q4: 11,083 shares; 2025Q1: 12,504 shares 12,504 $6.43M 2.04% +1,421 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 28,607 shares; 2024Q1: 28,607 shares; 2024Q2: 28,178 shares; 2024Q3: 26,717 shares; 2024Q4: 25,828 shares; 2025Q1: 27,978 shares 27,978 $6.21M 1.97% +2,150 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 25,241 shares; 2024Q1: 25,241 shares; 2024Q2: 26,141 shares; 2024Q3: 23,941 shares; 2024Q4: 24,541 shares; 2025Q1: 21,541 shares 21,541 $5.54M 1.76% -3,000 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,901 shares; 2024Q1: 5,901 shares; 2024Q2: 6,394 shares; 2024Q3: 6,357 shares; 2024Q4: 6,715 shares; 2025Q1: 7,988 shares 7,988 $4.49M 1.43% +1,273 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 25,432 shares; 2024Q1: 25,432 shares; 2024Q2: 24,002 shares; 2024Q3: 24,037 shares; 2024Q4: 23,746 shares; 2025Q1: 23,140 shares 23,140 $4.4M 1.4% -606 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 20,087 shares; 2024Q1: 20,087 shares; 2024Q2: 20,087 shares; 2024Q3: 20,073 shares; 2024Q4: 20,142 shares; 2025Q1: 20,142 shares 20,142 $4.18M 1.33% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 30,213 shares; 2024Q1: 30,213 shares; 2024Q2: 29,227 shares; 2024Q3: 27,077 shares; 2024Q4: 27,357 shares; 2025Q1: 28,611 shares 28,611 $3.69M 1.17% +1,254 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,882 shares; 2024Q1: 3,882 shares; 2024Q2: 33,683 shares; 2024Q3: 33,792 shares; 2024Q4: 32,497 shares; 2025Q1: 33,976 shares 33,976 $3.68M 1.17% +1,479 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 29,182 shares; 2024Q1: 29,182 shares; 2024Q2: 29,174 shares; 2024Q3: 26,501 shares; 2024Q4: 30,821 shares; 2025Q1: 30,721 shares 30,721 $3.65M 1.16% -100 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 12,616 shares; 2024Q1: 12,616 shares; 2024Q2: 12,614 shares; 2024Q3: 12,560 shares; 2024Q4: 13,994 shares; 2025Q1: 14,038 shares 14,038 $3.63M 1.15% +44 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 17,724 shares; 2024Q1: 17,724 shares; 2024Q2: 16,847 shares; 2024Q3: 11,903 shares; 2024Q4: 11,752 shares; 2025Q1: 11,367 shares 11,367 $3.12M 0.99% -385 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 32,139 shares; 2024Q1: 32,139 shares; 2024Q2: 31,001 shares; 2024Q3: 30,005 shares; 2024Q4: 26,094 shares; 2025Q1: 36,822 shares 36,822 $3.01M 0.96% +10,728 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,299 shares; 2024Q1: 7,299 shares; 2024Q2: 7,556 shares; 2024Q3: 7,442 shares; 2024Q4: 7,669 shares; 2025Q1: 7,922 shares 7,922 $2.97M 0.94% +253 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 13,784 shares; 2024Q1: 13,784 shares; 2024Q2: 13,234 shares; 2024Q3: 12,914 shares; 2024Q4: 13,214 shares; 2025Q1: 14,714 shares 14,714 $2.77M 0.88% +1,500 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,416 shares; 2024Q1: 5,416 shares; 2024Q2: 5,196 shares; 2024Q3: 5,358 shares; 2024Q4: 5,367 shares; 2025Q1: 4,486 shares 4,486 $2.51M 0.8% -881 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 23,108 shares; 2024Q1: 23,108 shares; 2024Q2: 30,695 shares; 2024Q3: 32,021 shares; 2024Q4: 32,879 shares; 2025Q1: 26,845 shares 26,845 $2.48M 0.79% -6,034 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 12,877 shares; 2024Q1: 12,877 shares; 2024Q2: 12,515 shares; 2024Q3: 12,440 shares; 2024Q4: 12,440 shares; 2025Q1: 12,152 shares 12,152 $2.36M 0.75% -288 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,196 shares; 2024Q1: 2,196 shares; 2024Q2: 4,738 shares; 2024Q3: 9,288 shares; 2024Q4: 11,539 shares; 2025Q1: 13,232 shares 13,232 $2.26M 0.72% +1,693 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 12,145 shares; 2024Q1: 12,145 shares; 2024Q2: 10,184 shares; 2024Q3: 10,158 shares; 2024Q4: 10,795 shares; 2025Q1: 10,738 shares 10,738 $2.22M 0.7% -57 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 33,893 shares; 2024Q1: 33,893 shares; 2024Q2: 36,703 shares; 2024Q3: 38,613 shares; 2024Q4: 38,613 shares; 2025Q1: 25,971 shares 25,971 $2.12M 0.67% -12,642 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 14,879 shares; 2024Q1: 14,879 shares; 2024Q2: 23,476 shares; 2024Q3: 30,263 shares; 2024Q4: 32,596 shares; 2025Q1: 34,952 shares 34,952 $2.09M 0.66% +2,356 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 39,306 shares 39,306 $2.01M 0.64% new Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,510 shares; 2024Q1: 6,510 shares; 2024Q2: 6,193 shares; 2024Q3: 5,933 shares; 2024Q4: 5,375 shares; 2025Q1: 5,335 shares 5,335 $1.98M 0.63% -40 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,529 shares; 2024Q1: 6,529 shares; 2024Q2: 6,441 shares; 2024Q3: 6,281 shares; 2024Q4: 6,725 shares; 2025Q1: 7,542 shares 7,542 $1.85M 0.59% +817 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 11,539 shares; 2024Q1: 11,539 shares; 2024Q2: 11,792 shares; 2024Q3: 9,996 shares; 2024Q4: 9,848 shares; 2025Q1: 10,675 shares 10,675 $1.84M 0.59% +827 Timeline FJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 44,322 shares; 2024Q1: 44,322 shares; 2024Q2: 38,999 shares; 2024Q3: 38,054 shares; 2024Q4: 38,054 shares; 2025Q1: 38,054 shares 38,054 $1.81M 0.58% 0 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 72,312 shares; 2024Q1: 72,312 shares; 2024Q2: 54,812 shares; 2024Q3: 43,596 shares; 2024Q4: 75,192 shares; 2025Q1: 90,192 shares 90,192 $1.78M 0.57% +15,000 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 14,326 shares; 2024Q1: 14,326 shares; 2024Q2: 14,309 shares; 2024Q3: 14,275 shares; 2024Q4: 18,435 shares; 2025Q1: 18,367 shares 18,367 $1.77M 0.56% -68 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,838 shares; 2024Q1: 7,838 shares; 2024Q2: 15,586 shares; 2024Q3: 15,727 shares; 2024Q4: 18,175 shares; 2025Q1: 18,758 shares 18,758 $1.76M 0.56% +583 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,486 shares; 2024Q1: 6,486 shares; 2024Q2: 6,483 shares; 2024Q3: 5,724 shares; 2024Q4: 6,624 shares; 2025Q1: 6,585 shares 6,585 $1.64M 0.52% -39 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,343 shares 16,343 $1.64M 0.52% new Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 39,190 shares; 2024Q1: 39,190 shares; 2024Q2: 50,047 shares; 2024Q3: 50,198 shares; 2024Q4: 51,331 shares; 2025Q1: 54,284 shares 54,284 $1.61M 0.51% +2,953 Timeline APUE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 26,292 shares; 2024Q3: 27,469 shares; 2024Q4: 48,845 shares; 2025Q1: 47,263 shares 47,263 $1.61M 0.51% -1,582 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,930 shares; 2024Q1: 5,930 shares; 2024Q2: 5,868 shares; 2024Q3: 5,877 shares; 2024Q4: 7,791 shares; 2025Q1: 7,607 shares 7,607 $1.59M 0.51% -184 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 23,769 shares; 2024Q1: 23,769 shares; 2024Q2: 29,567 shares; 2024Q3: 27,572 shares; 2024Q4: 28,665 shares; 2025Q1: 27,182 shares 27,182 $1.59M 0.51% -1,483 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 9,436 shares; 2024Q1: 9,436 shares; 2024Q2: 9,136 shares; 2024Q3: 8,905 shares; 2024Q4: 9,316 shares; 2025Q1: 9,189 shares 9,189 $1.54M 0.49% -127 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 11,980 shares; 2024Q1: 11,980 shares; 2024Q2: 12,023 shares; 2024Q3: 11,908 shares; 2024Q4: 15,116 shares; 2025Q1: 15,024 shares 15,024 $1.49M 0.47% -92 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,748 shares; 2024Q1: 2,748 shares; 2024Q2: 2,673 shares; 2024Q3: 2,932 shares; 2024Q4: 2,819 shares; 2025Q1: 2,498 shares 2,498 $1.44M 0.46% -321 Timeline AVIG AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 20,076 shares; 2024Q1: 20,076 shares; 2024Q2: 28,995 shares; 2024Q3: 31,088 shares; 2024Q4: 33,146 shares; 2025Q1: 34,512 shares 34,512 $1.43M 0.45% +1,366 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 10,672 shares; 2024Q1: 10,672 shares; 2024Q2: 9,996 shares; 2024Q3: 9,948 shares; 2024Q4: 9,450 shares; 2025Q1: 9,220 shares 9,220 $1.43M 0.45% -230 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 12,941 shares; 2024Q1: 12,941 shares; 2024Q2: 12,057 shares; 2024Q3: 12,037 shares; 2024Q4: 11,899 shares; 2025Q1: 11,836 shares 11,836 $1.39M 0.44% -63 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,017 shares; 2024Q1: 4,017 shares; 2024Q2: 4,178 shares; 2024Q3: 4,158 shares; 2024Q4: 6,102 shares; 2025Q1: 5,856 shares 5,856 $1.38M 0.44% -246 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,250 shares; 2024Q1: 4,250 shares; 2024Q2: 4,118 shares; 2024Q3: 4,119 shares; 2024Q4: 3,978 shares; 2025Q1: 3,992 shares 3,992 $1.34M 0.43% +14 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 20,351 shares; 2024Q1: 20,351 shares; 2024Q2: 19,644 shares; 2024Q3: 19,355 shares; 2024Q4: 20,774 shares; 2025Q1: 20,542 shares 20,542 $1.27M 0.4% -232 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,830 shares; 2024Q1: 6,830 shares; 2024Q2: 8,099 shares; 2024Q3: 8,006 shares; 2024Q4: 8,395 shares; 2025Q1: 8,417 shares 8,417 $1.26M 0.4% +22 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 36,529 shares; 2024Q1: 36,529 shares; 2024Q2: 29,407 shares; 2024Q3: 25,133 shares; 2024Q4: 25,613 shares; 2025Q1: 24,271 shares 24,271 $1.23M 0.39% -1,342 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,099 shares; 2024Q1: 4,099 shares; 2024Q2: 4,028 shares; 2024Q3: 3,968 shares; 2024Q4: 3,840 shares; 2025Q1: 3,515 shares 3,515 $1.23M 0.39% -325 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,909 shares; 2024Q1: 5,909 shares; 2024Q2: 5,837 shares; 2024Q3: 5,807 shares; 2024Q4: 5,686 shares; 2025Q1: 5,657 shares 5,657 $1.23M 0.39% -29 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,808 shares; 2024Q1: 1,808 shares; 2024Q2: 1,788 shares; 2024Q3: 2,122 shares; 2024Q4: 2,098 shares; 2025Q1: 4,237 shares 4,237 $1.22M 0.39% +2,139 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,006 shares; 2024Q1: 8,006 shares; 2024Q2: 7,982 shares; 2024Q3: 7,665 shares; 2024Q4: 7,538 shares; 2025Q1: 7,201 shares 7,201 $1.19M 0.38% -337 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 11,400 shares; 2024Q1: 11,400 shares; 2024Q2: 9,746 shares; 2024Q3: 10,872 shares; 2024Q4: 9,714 shares; 2025Q1: 9,717 shares 9,717 $1.18M 0.37% +3 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,887 shares 11,887 $1.18M 0.37% new Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,250 shares; 2024Q1: 7,250 shares; 2024Q2: 9,615 shares; 2024Q3: 13,913 shares; 2024Q4: 17,718 shares; 2025Q1: 25,270 shares 25,270 $1.16M 0.37% +7,552 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 22,935 shares; 2024Q1: 22,935 shares; 2024Q2: 22,785 shares; 2024Q3: 22,635 shares; 2024Q4: 25,504 shares; 2025Q1: 25,304 shares 25,304 $1.16M 0.37% -200 Timeline AXSM AXSOME THERAPEUTICS INC. More: the full row for AXSOME THERAPEUTICS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 11,932 shares; 2024Q1: 11,932 shares; 2024Q2: 8,315 shares; 2024Q3: 8,255 shares; 2024Q4: 9,599 shares; 2025Q1: 9,547 shares 9,547 $1.11M 0.35% -52 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 24,609 shares; 2024Q1: 24,609 shares; 2024Q2: 18,837 shares; 2024Q3: 36,022 shares; 2024Q4: 34,711 shares; 2025Q1: 33,726 shares 33,726 $1.11M 0.35% -985 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,090 shares; 2024Q1: 7,090 shares; 2024Q2: 7,081 shares; 2024Q3: 6,766 shares; 2024Q4: 7,623 shares; 2025Q1: 7,599 shares 7,599 $1.08M 0.34% -24 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 18,102 shares; 2024Q1: 18,102 shares; 2024Q2: 21,736 shares; 2024Q3: 21,736 shares; 2024Q4: 21,103 shares; 2025Q1: 21,088 shares 21,088 $1.08M 0.34% -15 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 62,865 shares; 2024Q1: 62,865 shares; 2024Q2: 57,716 shares; 2024Q3: 57,725 shares; 2024Q4: 64,732 shares; 2025Q1: 61,229 shares 61,229 $1.08M 0.34% -3,503 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,859 shares; 2024Q1: 8,859 shares; 2024Q2: 18,080 shares; 2024Q3: 17,780 shares; 2024Q4: 18,870 shares; 2025Q1: 19,347 shares 19,347 $1.06M 0.34% +477 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,239 shares; 2024Q3: 1,928 shares; 2024Q4: 2,251 shares; 2025Q1: 2,510 shares 2,510 $1.05M 0.33% +259 Timeline BMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 31,397 shares; 2024Q1: 31,397 shares; 2024Q2: 30,575 shares; 2024Q3: 29,575 shares; 2024Q4: 26,075 shares; 2025Q1: 26,075 shares 26,075 $1.03M 0.33% 0 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 25,768 shares; 2024Q1: 25,768 shares; 2024Q2: 25,119 shares; 2024Q3: 28,368 shares; 2024Q4: 29,194 shares; 2025Q1: 26,399 shares 26,399 $999K 0.32% -2,795 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,093 shares; 2024Q1: 3,093 shares; 2024Q2: 3,040 shares; 2024Q3: 2,995 shares; 2024Q4: 2,944 shares; 2025Q1: 2,942 shares 2,942 $970K 0.31% -2 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 14,603 shares; 2024Q3: 15,753 shares; 2024Q4: 14,837 shares; 2025Q1: 11,196 shares 11,196 $945K 0.3% -3,641 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,512 shares 30,512 $939K 0.3% 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 20,422 shares; 2024Q1: 20,422 shares; 2024Q2: 23,299 shares; 2024Q3: 13,623 shares; 2024Q4: 13,140 shares; 2025Q1: 12,741 shares 12,741 $936K 0.3% -399 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 29,922 shares; 2024Q1: 29,922 shares; 2024Q2: 29,925 shares; 2024Q3: 13,621 shares; 2024Q4: 13,808 shares; 2025Q1: 12,840 shares 12,840 $920K 0.29% -968 Timeline AVLC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,762 shares 13,762 $884K 0.28% new Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 9,127 shares; 2024Q1: 9,127 shares; 2024Q2: 9,060 shares; 2024Q3: 8,926 shares; 2024Q4: 13,701 shares; 2025Q1: 13,629 shares 13,629 $870K 0.28% -72 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 32,731 shares 32,731 $866K 0.28% new Timeline APCB TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 21,440 shares; 2024Q3: 21,218 shares; 2024Q4: 29,595 shares; 2025Q1: 28,998 shares 28,998 $857K 0.27% -597 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,324 shares; 2024Q1: 2,324 shares; 2024Q2: 2,302 shares; 2024Q3: 2,289 shares; 2024Q4: 2,896 shares; 2025Q1: 3,024 shares 3,024 $856K 0.27% +128 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,324 shares; 2024Q1: 2,324 shares; 2024Q2: 2,292 shares; 2024Q3: 2,276 shares; 2024Q4: 2,726 shares; 2025Q1: 2,737 shares 2,737 $853K 0.27% +11 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,124 shares; 2024Q1: 7,124 shares; 2024Q2: 7,148 shares; 2024Q3: 7,150 shares; 2024Q4: 6,897 shares; 2025Q1: 6,029 shares 6,029 $818K 0.26% -868 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,546 shares; 2024Q1: 5,546 shares; 2024Q2: 5,582 shares; 2024Q3: 5,076 shares; 2024Q4: 5,086 shares; 2025Q1: 5,108 shares 5,108 $798K 0.25% +22 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,788 shares; 2024Q1: 1,788 shares; 2024Q2: 1,777 shares; 2024Q3: 1,714 shares; 2024Q4: 1,616 shares; 2025Q1: 1,434 shares 1,434 $786K 0.25% -182 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,225 shares; 2024Q1: 6,225 shares; 2024Q2: 6,725 shares; 2024Q3: 6,575 shares; 2024Q4: 8,645 shares; 2025Q1: 8,645 shares 8,645 $779K 0.25% 0 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,867 shares; 2024Q1: 4,867 shares; 2024Q2: 4,811 shares; 2024Q3: 4,814 shares; 2024Q4: 5,294 shares; 2025Q1: 5,272 shares 5,272 $776K 0.25% -22 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,959 shares; 2024Q1: 4,959 shares; 2024Q2: 4,813 shares; 2024Q3: 4,933 shares; 2024Q4: 6,943 shares; 2025Q1: 6,948 shares 6,948 $776K 0.25% +5 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,332 shares; 2024Q1: 1,332 shares; 2024Q2: 2,093 shares; 2024Q3: 2,407 shares; 2024Q4: 2,851 shares; 2025Q1: 4,063 shares 4,063 $774K 0.25% +1,212 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,279 shares; 2024Q1: 7,279 shares; 2024Q2: 7,687 shares; 2024Q3: 7,960 shares; 2024Q4: 7,903 shares; 2025Q1: 7,334 shares 7,334 $773K 0.25% -569 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,122 shares; 2024Q1: 3,122 shares; 2024Q2: 2,330 shares; 2024Q3: 2,306 shares; 2024Q4: 2,826 shares; 2025Q1: 2,837 shares 2,837 $771K 0.24% +11 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,500 shares; 2024Q1: 7,500 shares; 2024Q2: 6,100 shares; 2024Q3: 8,200 shares; 2024Q4: 7,200 shares; 2025Q1: 6,120 shares 6,120 $762K 0.24% -1,080 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 11,128 shares; 2024Q1: 11,128 shares; 2024Q2: 12,263 shares; 2024Q3: 11,908 shares; 2024Q4: 12,635 shares; 2025Q1: 12,486 shares 12,486 $762K 0.24% -149 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 11,199 shares; 2024Q1: 11,199 shares; 2024Q2: 15,058 shares; 2024Q3: 15,958 shares; 2024Q4: 17,059 shares; 2025Q1: 11,385 shares 11,385 $755K 0.24% -5,674 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 23,413 shares; 2024Q1: 23,413 shares; 2024Q2: 21,073 shares; 2024Q3: 16,604 shares; 2024Q4: 16,967 shares; 2025Q1: 15,319 shares 15,319 $748K 0.24% -1,648 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 15,062 shares; 2024Q1: 15,062 shares; 2024Q2: 14,755 shares; 2024Q3: 14,755 shares; 2024Q4: 14,755 shares; 2025Q1: 14,361 shares 14,361 $739K 0.23% -394 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 22,799 shares; 2024Q1: 22,799 shares; 2024Q2: 22,453 shares; 2024Q3: 22,368 shares; 2024Q4: 24,573 shares; 2025Q1: 24,547 shares 24,547 $739K 0.23% -26 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,922 shares; 2024Q1: 6,922 shares; 2024Q2: 6,703 shares; 2024Q3: 4,394 shares; 2024Q4: 4,129 shares; 2025Q1: 3,926 shares 3,926 $731K 0.23% -203 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 12,489 shares; 2024Q1: 12,489 shares; 2024Q2: 12,131 shares; 2024Q3: 12,091 shares; 2024Q4: 13,490 shares; 2025Q1: 10,508 shares 10,508 $725K 0.23% -2,982 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 15,784 shares; 2024Q1: 15,784 shares; 2024Q2: 15,879 shares; 2024Q3: 16,066 shares; 2024Q4: 17,078 shares; 2025Q1: 17,348 shares 17,348 $724K 0.23% +270 Timeline APIE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 12,423 shares; 2024Q3: 13,146 shares; 2024Q4: 24,867 shares; 2025Q1: 23,992 shares 23,992 $721K 0.23% -875 Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 17,521 shares; 2024Q1: 17,521 shares; 2024Q2: 16,092 shares; 2024Q3: 16,128 shares; 2024Q4: 15,622 shares; 2025Q1: 15,802 shares 15,802 $711K 0.23% +180 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,762 shares; 2024Q3: 4,837 shares; 2024Q4: 6,285 shares; 2025Q1: 7,646 shares 7,646 $710K 0.23% +1,361 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,664 shares; 2024Q4: 3,843 shares; 2025Q1: 6,124 shares 6,124 $697K 0.22% +2,281 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,492 shares; 2024Q1: 3,492 shares; 2024Q2: 5,568 shares; 2024Q3: 2,590 shares; 2024Q4: 4,133 shares; 2025Q1: 4,364 shares 4,364 $693K 0.22% +231 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 8,400 shares; 2024Q3: not reported; 2024Q4: 7,927 shares; 2025Q1: 6,835 shares 6,835 $688K 0.22% -1,092 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,410 shares; 2024Q1: 8,410 shares; 2024Q2: 8,387 shares; 2024Q3: 8,363 shares; 2024Q4: 8,364 shares; 2025Q1: 8,058 shares 8,058 $680K 0.22% -306 Timeline FSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 15,650 shares; 2024Q4: 14,900 shares; 2025Q1: 14,900 shares 14,900 $664K 0.21% 0 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 5,350 shares; 2024Q3: 7,460 shares; 2024Q4: 10,165 shares; 2025Q1: 13,469 shares 13,469 $657K 0.21% +3,304 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 25,788 shares; 2024Q1: 25,788 shares; 2024Q2: 26,238 shares; 2024Q3: 26,238 shares; 2024Q4: 26,238 shares; 2025Q1: 26,238 shares 26,238 $655K 0.21% 0 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 318 shares; 2024Q1: 318 shares; 2024Q2: 324 shares; 2024Q3: 4,087 shares; 2024Q4: 4,108 shares; 2025Q1: 3,907 shares 3,907 $654K 0.21% -201 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,284 shares; 2024Q1: 7,284 shares; 2024Q2: 6,849 shares; 2024Q3: 7,303 shares; 2024Q4: 8,300 shares; 2025Q1: 8,210 shares 8,210 $647K 0.21% -90 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,689 shares; 2024Q1: 1,689 shares; 2024Q2: 4,739 shares; 2024Q3: 4,389 shares; 2024Q4: 5,595 shares; 2025Q1: 7,169 shares 7,169 $629K 0.2% +1,574 Timeline AVSF AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,012 shares; 2024Q1: 8,012 shares; 2024Q2: 10,717 shares; 2024Q3: 11,529 shares; 2024Q4: 12,431 shares; 2025Q1: 13,248 shares 13,248 $619K 0.2% +817 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 5,700 shares; 2024Q4: 4,102 shares; 2025Q1: 6,103 shares 6,103 $605K 0.19% +2,001 Timeline FAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 19,769 shares; 2024Q1: 19,769 shares; 2024Q2: 16,079 shares; 2024Q3: 16,079 shares; 2024Q4: 13,079 shares; 2025Q1: 13,079 shares 13,079 $595K 0.19% 0 Timeline BBCB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 14,439 shares; 2024Q1: 14,439 shares; 2024Q2: 13,043 shares; 2024Q3: 13,022 shares; 2024Q4: 12,928 shares; 2025Q1: 13,096 shares 13,096 $595K 0.19% +168 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 745 shares; 2024Q1: 745 shares; 2024Q2: 699 shares; 2024Q3: 700 shares; 2024Q4: 655 shares; 2025Q1: 634 shares 634 $591K 0.19% -21 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,169 shares; 2024Q1: 2,169 shares; 2024Q2: 2,264 shares; 2024Q3: 2,257 shares; 2024Q4: 2,489 shares; 2025Q1: 2,453 shares 2,453 $568K 0.18% -36 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,483 shares; 2024Q1: 7,483 shares; 2024Q2: 7,239 shares; 2024Q3: 7,074 shares; 2024Q4: 8,369 shares; 2025Q1: 8,359 shares 8,359 $566K 0.18% -10 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,255 shares; 2024Q1: 3,255 shares; 2024Q2: 4,403 shares; 2024Q3: 6,202 shares; 2024Q4: 6,354 shares; 2025Q1: 6,488 shares 6,488 $566K 0.18% +134 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,187 shares; 2024Q1: 2,187 shares; 2024Q2: 2,051 shares; 2024Q3: 1,825 shares; 2024Q4: 1,792 shares; 2025Q1: 1,786 shares 1,786 $558K 0.18% -6 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 764 shares; 2024Q1: 764 shares; 2024Q2: 712 shares; 2024Q3: 620 shares; 2024Q4: 602 shares; 2025Q1: 1,038 shares 1,038 $553K 0.18% +436 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,704 shares; 2024Q1: 1,704 shares; 2024Q2: 1,727 shares; 2024Q3: 1,728 shares; 2024Q4: 1,878 shares; 2025Q1: 1,871 shares 1,871 $552K 0.18% -7 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,970 shares; 2024Q1: 4,970 shares; 2024Q2: 4,869 shares; 2024Q3: 5,217 shares; 2024Q4: 5,423 shares; 2025Q1: 5,279 shares 5,279 $552K 0.18% -144 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 374 shares; 2025Q1: 1,009 shares 1,009 $551K 0.18% +635 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,959 shares; 2024Q1: 1,959 shares; 2024Q2: 2,062 shares; 2024Q3: 1,977 shares; 2024Q4: 2,704 shares; 2025Q1: 2,721 shares 2,721 $550K 0.17% +17 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 22,805 shares; 2024Q1: 22,805 shares; 2024Q2: 19,959 shares; 2024Q3: 21,058 shares; 2024Q4: 22,190 shares; 2025Q1: 12,654 shares 12,654 $550K 0.17% -9,536 Timeline FMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 20,273 shares; 2024Q1: 20,273 shares; 2024Q2: 19,348 shares; 2024Q3: 18,976 shares; 2024Q4: 12,786 shares; 2025Q1: 11,841 shares 11,841 $547K 0.17% -945 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,650 shares; 2024Q1: 2,650 shares; 2024Q2: 3,158 shares; 2024Q3: 3,658 shares; 2024Q4: 3,126 shares; 2025Q1: 2,095 shares 2,095 $543K 0.17% -1,031 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 23,000 shares; 2025Q1: 23,000 shares 23,000 $539K 0.17% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 13,255 shares; 2024Q1: 13,255 shares; 2024Q2: 12,777 shares; 2024Q3: 12,395 shares; 2024Q4: 15,959 shares; 2025Q1: 15,422 shares 15,422 $538K 0.17% -537 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,505 shares; 2024Q1: 4,505 shares; 2024Q2: 15,714 shares; 2024Q3: 15,034 shares; 2024Q4: 17,668 shares; 2025Q1: 14,279 shares 14,279 $535K 0.17% -3,389 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 9,240 shares; 2024Q1: 9,240 shares; 2024Q2: 6,828 shares; 2024Q3: 6,266 shares; 2024Q4: 8,906 shares; 2025Q1: 9,081 shares 9,081 $535K 0.17% +175 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 11,110 shares; 2024Q1: 11,110 shares; 2024Q2: 12,097 shares; 2024Q3: 12,107 shares; 2024Q4: 12,659 shares; 2025Q1: 12,653 shares 12,653 $534K 0.17% -6 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 642 shares; 2024Q1: 642 shares; 2024Q2: 793 shares; 2024Q3: 787 shares; 2024Q4: 638 shares; 2025Q1: 664 shares 664 $529K 0.17% +26 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 10,415 shares; 2024Q1: 10,415 shares; 2024Q2: 10,415 shares; 2024Q3: 10,415 shares; 2024Q4: 9,915 shares; 2025Q1: 9,250 shares 9,250 $529K 0.17% -665 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,524 shares; 2024Q3: 1,524 shares; 2024Q4: 1,556 shares; 2025Q1: 1,576 shares 1,576 $527K 0.17% +20 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,070 shares; 2024Q1: 5,070 shares; 2024Q2: 5,270 shares; 2024Q3: 4,838 shares; 2024Q4: 4,808 shares; 2025Q1: 5,584 shares 5,584 $522K 0.17% +776 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,814 shares; 2024Q1: 5,814 shares; 2024Q2: 7,607 shares; 2024Q3: 7,996 shares; 2024Q4: 8,396 shares; 2025Q1: 8,649 shares 8,649 $520K 0.17% +253 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,199 shares; 2024Q1: 1,199 shares; 2024Q2: 1,173 shares; 2024Q3: 1,175 shares; 2024Q4: 1,152 shares; 2025Q1: 1,163 shares 1,163 $520K 0.17% +11 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,002 shares; 2024Q1: 2,002 shares; 2024Q2: 1,981 shares; 2024Q3: 1,918 shares; 2024Q4: 2,060 shares; 2025Q1: 2,091 shares 2,091 $510K 0.16% +31 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 16,949 shares; 2024Q1: 16,949 shares; 2024Q2: 19,475 shares; 2024Q3: 19,700 shares; 2024Q4: 23,791 shares; 2025Q1: 15,154 shares 15,154 $508K 0.16% -8,637 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,435 shares; 2024Q1: 1,435 shares; 2024Q2: 1,390 shares; 2024Q3: 1,408 shares; 2024Q4: 1,343 shares; 2025Q1: 1,382 shares 1,382 $506K 0.16% +39 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,852 shares; 2024Q1: 4,852 shares; 2024Q2: 4,629 shares; 2024Q3: 4,629 shares; 2024Q4: 4,329 shares; 2025Q1: 6,227 shares 6,227 $498K 0.16% +1,898 Timeline BSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 20,423 shares; 2024Q1: 20,423 shares; 2024Q2: 20,423 shares; 2024Q3: 19,385 shares; 2024Q4: 16,419 shares; 2025Q1: 11,846 shares 11,846 $495K 0.16% -4,573 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,730 shares; 2024Q1: 4,730 shares; 2024Q2: 4,666 shares; 2024Q3: 5,608 shares; 2024Q4: 6,373 shares; 2025Q1: 6,446 shares 6,446 $494K 0.16% +73 Timeline GNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 14,324 shares; 2025Q1: 14,324 shares 14,324 $491K 0.16% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,804 shares; 2024Q1: 3,804 shares; 2024Q2: 3,716 shares; 2024Q3: 3,657 shares; 2024Q4: 3,649 shares; 2025Q1: 3,668 shares 3,668 $487K 0.15% +19 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,779 shares; 2024Q1: 2,779 shares; 2024Q2: 2,621 shares; 2024Q3: 2,657 shares; 2024Q4: 2,383 shares; 2025Q1: 5,192 shares 5,192 $486K 0.15% +2,809 Timeline QDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 19,662 shares; 2024Q1: 19,662 shares; 2024Q2: 19,462 shares; 2024Q3: 19,062 shares; 2024Q4: 18,577 shares; 2025Q1: 18,577 shares 18,577 $486K 0.15% 0 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4,647 shares; 2024Q3: 5,198 shares; 2024Q4: 5,507 shares; 2025Q1: 7,340 shares 7,340 $483K 0.15% +1,833 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 16,171 shares; 2024Q1: 16,171 shares; 2024Q2: 13,913 shares; 2024Q3: 10,672 shares; 2024Q4: 11,851 shares; 2025Q1: 10,532 shares 10,532 $477K 0.15% -1,319 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,751 shares; 2024Q1: 5,751 shares; 2024Q2: 5,751 shares; 2024Q3: 5,751 shares; 2024Q4: 5,751 shares; 2025Q1: 5,751 shares 5,751 $468K 0.15% 0 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 12,371 shares; 2024Q1: 12,371 shares; 2024Q2: 12,136 shares; 2024Q3: 12,160 shares; 2024Q4: 12,173 shares; 2025Q1: 10,409 shares 10,409 $464K 0.15% -1,764 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,309 shares; 2024Q1: 1,309 shares; 2024Q2: 6,406 shares; 2024Q3: 6,909 shares; 2024Q4: 7,415 shares; 2025Q1: 7,917 shares 7,917 $462K 0.15% +502 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 43,477 shares; 2024Q1: 43,477 shares; 2024Q2: 40,382 shares; 2024Q3: 40,382 shares; 2024Q4: 40,142 shares; 2025Q1: 41,015 shares 41,015 $460K 0.15% +873 Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 17,588 shares; 2024Q1: 17,588 shares; 2024Q2: 15,604 shares; 2024Q3: 14,407 shares; 2024Q4: 14,277 shares; 2025Q1: 14,087 shares 14,087 $458K 0.15% -190 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,276 shares; 2024Q1: 3,276 shares; 2024Q2: 2,249 shares; 2024Q3: 2,610 shares; 2024Q4: 2,154 shares; 2025Q1: 2,724 shares 2,724 $452K 0.14% +570 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,164 shares; 2024Q1: 2,164 shares; 2024Q2: 2,089 shares; 2024Q3: 2,294 shares; 2024Q4: 2,064 shares; 2025Q1: 2,064 shares 2,064 $452K 0.14% 0 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 10,605 shares; 2024Q1: 10,605 shares; 2024Q2: 10,605 shares; 2024Q3: 11,201 shares; 2024Q4: 13,147 shares; 2025Q1: 13,191 shares 13,191 $450K 0.14% +44 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,104 shares; 2024Q1: 6,104 shares; 2024Q2: 6,079 shares; 2024Q3: 6,074 shares; 2024Q4: 5,901 shares; 2025Q1: 5,851 shares 5,851 $450K 0.14% -50 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,811 shares; 2024Q1: 3,811 shares; 2024Q2: 3,776 shares; 2024Q3: 3,677 shares; 2024Q4: 4,007 shares; 2025Q1: 4,274 shares 4,274 $445K 0.14% +267 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,180 shares; 2024Q1: 1,180 shares; 2024Q2: 1,051 shares; 2024Q3: 1,034 shares; 2024Q4: 990 shares; 2025Q1: 896 shares 896 $444K 0.14% -94 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,866 shares; 2024Q1: 2,866 shares; 2024Q2: 2,645 shares; 2024Q3: 2,947 shares; 2024Q4: 2,645 shares; 2025Q1: 2,860 shares 2,860 $438K 0.14% +215 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,229 shares; 2024Q1: 2,229 shares; 2024Q2: 2,136 shares; 2024Q3: 1,913 shares; 2024Q4: 1,990 shares; 2025Q1: 2,070 shares 2,070 $438K 0.14% +80 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,444 shares 9,444 $431K 0.14% new Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,081 shares; 2024Q1: 7,081 shares; 2024Q2: 7,065 shares; 2024Q3: 7,020 shares; 2024Q4: 7,018 shares; 2025Q1: 7,018 shares 7,018 $427K 0.14% 0 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 446 shares; 2024Q1: 446 shares; 2024Q2: 438 shares; 2024Q3: 448 shares; 2024Q4: 454 shares; 2025Q1: 510 shares 510 $421K 0.13% +56 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,435 shares; 2024Q4: 7,405 shares; 2025Q1: 8,405 shares 8,405 $419K 0.13% +1,000 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,533 shares; 2024Q1: 2,533 shares; 2024Q2: 5,379 shares; 2024Q3: 4,784 shares; 2024Q4: 4,279 shares; 2025Q1: 2,851 shares 2,851 $412K 0.13% -1,428 Timeline AVSC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,587 shares; 2024Q1: 5,587 shares; 2024Q2: 7,442 shares; 2024Q3: 7,789 shares; 2024Q4: 8,150 shares; 2025Q1: 8,373 shares 8,373 $405K 0.13% +223 Timeline FMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,594 shares; 2024Q1: 7,594 shares; 2024Q2: 10,465 shares; 2024Q3: 10,465 shares; 2024Q4: 9,872 shares; 2025Q1: 9,237 shares 9,237 $390K 0.12% -635 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,350 shares; 2024Q1: 1,350 shares; 2024Q2: 1,625 shares; 2024Q3: 1,225 shares; 2024Q4: 1,225 shares; 2025Q1: 1,225 shares 1,225 $389K 0.12% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 985 shares; 2024Q1: 985 shares; 2024Q2: 1,710 shares; 2024Q3: 1,465 shares; 2024Q4: 1,642 shares; 2025Q1: 717 shares 717 $388K 0.12% -925 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,207 shares; 2024Q1: 1,207 shares; 2024Q2: 1,178 shares; 2024Q3: 1,161 shares; 2024Q4: 1,151 shares; 2025Q1: 1,238 shares 1,238 $388K 0.12% +87 Timeline DNL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 12,928 shares; 2024Q1: 12,928 shares; 2024Q2: 12,358 shares; 2024Q3: 12,369 shares; 2024Q4: 10,677 shares; 2025Q1: 10,684 shares 10,684 $381K 0.12% +7 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,880 shares; 2024Q1: 2,880 shares; 2024Q2: 2,880 shares; 2024Q3: 2,880 shares; 2024Q4: 2,880 shares; 2025Q1: 2,503 shares 2,503 $378K 0.12% -377 Timeline TJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 13,260 shares; 2024Q1: 13,260 shares; 2024Q2: 13,435 shares; 2024Q3: 13,435 shares; 2024Q4: 13,435 shares; 2025Q1: 13,435 shares 13,435 $377K 0.12% 0 Timeline BDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,207 shares; 2024Q1: 8,207 shares; 2024Q2: 8,207 shares; 2024Q3: 8,207 shares; 2024Q4: 8,893 shares; 2025Q1: 8,893 shares 8,893 $372K 0.12% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 788 shares; 2024Q1: 788 shares; 2024Q2: 926 shares; 2024Q3: 941 shares; 2024Q4: 722 shares; 2025Q1: 707 shares 707 $370K 0.12% -15 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,588 shares; 2024Q1: 3,588 shares; 2024Q2: 3,577 shares; 2024Q3: 3,568 shares; 2024Q4: 3,418 shares; 2025Q1: 3,328 shares 3,328 $368K 0.12% -90 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,595 shares; 2024Q3: 2,595 shares; 2024Q4: 2,595 shares; 2025Q1: 2,595 shares 2,595 $367K 0.12% 0 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,277 shares; 2024Q1: 3,277 shares; 2024Q2: 3,462 shares; 2024Q3: 5,112 shares; 2024Q4: 5,777 shares; 2025Q1: 4,957 shares 4,957 $364K 0.12% -820 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 17,775 shares; 2024Q1: 17,775 shares; 2024Q2: 13,364 shares; 2024Q3: 13,423 shares; 2024Q4: 12,941 shares; 2025Q1: 12,828 shares 12,828 $363K 0.12% -113 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 9,122 shares; 2024Q1: 9,122 shares; 2024Q2: 8,745 shares; 2024Q3: 8,627 shares; 2024Q4: 15,261 shares; 2025Q1: 15,947 shares 15,947 $362K 0.12% +686 Timeline PTNQ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,292 shares; 2024Q1: 5,292 shares; 2024Q2: 5,227 shares; 2024Q3: 5,227 shares; 2024Q4: 5,227 shares; 2025Q1: 5,080 shares 5,080 $361K 0.11% -147 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,401 shares; 2024Q1: 1,401 shares; 2024Q2: 1,927 shares; 2024Q3: 3,177 shares; 2024Q4: 3,097 shares; 2025Q1: 1,792 shares 1,792 $358K 0.11% -1,305 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,242 shares; 2024Q1: 4,242 shares; 2024Q2: 4,243 shares; 2024Q3: 3,943 shares; 2024Q4: 4,393 shares; 2025Q1: 4,368 shares 4,368 $354K 0.11% -25 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,440 shares; 2024Q1: 4,440 shares; 2024Q2: 3,953 shares; 2024Q3: 3,624 shares; 2024Q4: 3,503 shares; 2025Q1: 3,466 shares 3,466 $342K 0.11% -37 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,407 shares; 2024Q1: 1,407 shares; 2024Q2: 1,430 shares; 2024Q3: 1,430 shares; 2024Q4: 1,448 shares; 2025Q1: 1,334 shares 1,334 $341K 0.11% -114 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,613 shares; 2024Q3: 1,801 shares; 2024Q4: 2,120 shares; 2025Q1: 2,411 shares 2,411 $339K 0.11% +291 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,272 shares; 2024Q1: 2,272 shares; 2024Q2: 2,120 shares; 2024Q3: 1,975 shares; 2024Q4: 1,985 shares; 2025Q1: 1,975 shares 1,975 $337K 0.11% -10 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 670 shares; 2024Q1: 670 shares; 2024Q2: 731 shares; 2024Q3: 705 shares; 2024Q4: 677 shares; 2025Q1: 711 shares 711 $334K 0.11% +34 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,091 shares; 2024Q1: 4,091 shares; 2024Q2: 4,091 shares; 2024Q3: 4,102 shares; 2024Q4: 4,098 shares; 2025Q1: 4,001 shares 4,001 $331K 0.11% -97 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,118 shares; 2024Q3: 2,522 shares; 2024Q4: 2,472 shares; 2025Q1: 3,486 shares 3,486 $323K 0.1% +1,014 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,005 shares; 2024Q1: 5,005 shares; 2024Q2: 5,405 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,333 shares 6,333 $321K 0.1% new Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,295 shares; 2024Q1: 2,295 shares; 2024Q2: 2,295 shares; 2024Q3: 2,295 shares; 2024Q4: 2,655 shares; 2025Q1: 2,742 shares 2,742 $320K 0.1% +87 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 920 shares; 2024Q1: 920 shares; 2024Q2: 922 shares; 2024Q3: 932 shares; 2024Q4: 908 shares; 2025Q1: 912 shares 912 $319K 0.1% +4 Timeline CRDL CARDIOL THERAPEUTICS INC More: the full row for CARDIOL THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 192,700 shares; 2024Q1: 192,700 shares; 2024Q2: 253,281 shares; 2024Q3: 273,281 shares; 2024Q4: 307,666 shares; 2025Q1: 333,725 shares 333,725 $318K 0.1% +26,059 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,780 shares; 2024Q1: 2,780 shares; 2024Q2: 2,869 shares; 2024Q3: 2,830 shares; 2024Q4: 2,693 shares; 2025Q1: 2,711 shares 2,711 $316K 0.1% +18 Timeline WALGREENS BOOTS ALLIANCE INC WALGREENS BOOTS ALLIANCE INC More: the full row for WALGREENS BOOTS ALLIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 28,018 shares; 2025Q1: 28,018 shares 28,018 $313K 0.1% 0 BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,357 shares; 2024Q1: 3,357 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,852 shares; 2025Q1: 3,984 shares 3,984 $312K 0.1% +132 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,996 shares; 2024Q1: 2,996 shares; 2024Q2: 2,866 shares; 2024Q3: 3,453 shares; 2024Q4: 3,466 shares; 2025Q1: 3,469 shares 3,469 $311K 0.1% +3 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,214 shares; 2024Q4: 4,410 shares; 2025Q1: 4,457 shares 4,457 $311K 0.1% +47 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 374 shares; 2024Q4: 497 shares; 2025Q1: 624 shares 624 $311K 0.1% +127 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,343 shares; 2025Q1: 2,311 shares 2,311 $302K 0.1% -32 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 12,186 shares; 2024Q4: 12,186 shares; 2025Q1: 10,697 shares 10,697 $297K 0.09% -1,489 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 9,191 shares; 2024Q1: 9,191 shares; 2024Q2: 9,575 shares; 2024Q3: 8,699 shares; 2024Q4: 8,699 shares; 2025Q1: 8,225 shares 8,225 $293K 0.09% -474 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,165 shares; 2024Q3: 2,806 shares; 2024Q4: 4,493 shares; 2025Q1: 2,920 shares 2,920 $292K 0.09% -1,573 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,680 shares; 2025Q1: 3,688 shares 3,688 $291K 0.09% +8 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 628 shares; 2024Q1: 628 shares; 2024Q2: 501 shares; 2024Q3: 570 shares; 2024Q4: not reported; 2025Q1: 594 shares 594 $288K 0.09% new Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 531 shares; 2024Q1: 531 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 618 shares 618 $288K 0.09% new Timeline FCPT FOUR CORNERS PPTY TR INC More: the full row for FOUR CORNERS PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 10,023 shares; 2024Q1: 10,023 shares; 2024Q2: 10,023 shares; 2024Q3: 10,023 shares; 2024Q4: 10,023 shares; 2025Q1: 10,023 shares 10,023 $288K 0.09% 0 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 831 shares; 2025Q1: 1,122 shares 1,122 $285K 0.09% +291 Timeline SBSI SOUTHSIDE BANCSHARES INC More: the full row for SOUTHSIDE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 9,973 shares; 2024Q1: 9,973 shares; 2024Q2: 9,852 shares; 2024Q3: 9,852 shares; 2024Q4: 9,852 shares; 2025Q1: 9,852 shares 9,852 $285K 0.09% 0 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,455 shares; 2024Q1: 5,455 shares; 2024Q2: 5,019 shares; 2024Q3: 4,870 shares; 2024Q4: 4,655 shares; 2025Q1: 4,555 shares 4,555 $280K 0.09% -100 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,679 shares; 2024Q1: 6,679 shares; 2024Q2: 6,679 shares; 2024Q3: 7,371 shares; 2024Q4: 7,371 shares; 2025Q1: 7,371 shares 7,371 $278K 0.09% 0 Timeline UFCS UNITED FIRE GROUP INC More: the full row for UNITED FIRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 9,350 shares; 2024Q3: not reported; 2024Q4: 9,350 shares; 2025Q1: 9,350 shares 9,350 $275K 0.09% 0 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,154 shares; 2024Q1: 1,154 shares; 2024Q2: 3,451 shares; 2024Q3: 3,451 shares; 2024Q4: 3,451 shares; 2025Q1: 3,385 shares 3,385 $266K 0.08% -66 Timeline FAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,428 shares; 2024Q1: 6,428 shares; 2024Q2: 6,428 shares; 2024Q3: 6,428 shares; 2024Q4: 6,428 shares; 2025Q1: 6,428 shares 6,428 $263K 0.08% 0 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,733 shares; 2024Q1: 1,733 shares; 2024Q2: 1,714 shares; 2024Q3: 1,547 shares; 2024Q4: 1,547 shares; 2025Q1: 1,633 shares 1,633 $262K 0.08% +86 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,917 shares; 2024Q1: 5,917 shares; 2024Q2: 5,353 shares; 2024Q3: 5,043 shares; 2024Q4: 4,208 shares; 2025Q1: 3,535 shares 3,535 $262K 0.08% -673 Timeline DAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,119 shares; 2024Q1: 8,119 shares; 2024Q2: 8,119 shares; 2024Q3: 6,911 shares; 2024Q4: 6,911 shares; 2025Q1: 6,911 shares 6,911 $257K 0.08% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 14,780 shares; 2024Q1: 14,780 shares; 2024Q2: 12,990 shares; 2024Q3: 12,435 shares; 2024Q4: 8,850 shares; 2025Q1: 6,295 shares 6,295 $254K 0.08% -2,555 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,205 shares; 2024Q1: 5,205 shares; 2024Q2: 5,190 shares; 2024Q3: 4,680 shares; 2024Q4: 4,489 shares; 2025Q1: 4,503 shares 4,503 $252K 0.08% +14 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,582 shares; 2024Q1: 1,582 shares; 2024Q2: 1,590 shares; 2024Q3: 1,571 shares; 2024Q4: 1,589 shares; 2025Q1: 1,589 shares 1,589 $250K 0.08% 0 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 5,600 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,980 shares 4,980 $250K 0.08% 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,745 shares; 2024Q1: 3,745 shares; 2024Q2: 3,217 shares; 2024Q3: 3,217 shares; 2024Q4: 3,120 shares; 2025Q1: 3,120 shares 3,120 $249K 0.08% 0 Timeline SMG SCOTTS MIRACLE-GRO CO More: the full row for SCOTTS MIRACLE-GRO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,712 shares; 2024Q1: 5,712 shares; 2024Q2: 5,382 shares; 2024Q3: 4,956 shares; 2024Q4: 4,706 shares; 2025Q1: 4,516 shares 4,516 $248K 0.08% -190 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 10,184 shares; 2024Q1: 10,184 shares; 2024Q2: 10,500 shares; 2024Q3: 10,228 shares; 2024Q4: 9,863 shares; 2025Q1: 9,721 shares 9,721 $246K 0.08% -142 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 395 shares; 2025Q1: 260 shares 260 $246K 0.08% -135 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,528 shares 4,528 $244K 0.08% new Timeline NUKZ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,343 shares 6,343 $242K 0.08% new Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,860 shares; 2024Q1: 1,860 shares; 2024Q2: 1,846 shares; 2024Q3: 1,826 shares; 2024Q4: 1,169 shares; 2025Q1: 1,155 shares 1,155 $242K 0.08% -14 Timeline PSFF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 8,610 shares; 2024Q3: 8,410 shares; 2024Q4: 8,410 shares; 2025Q1: 8,410 shares 8,410 $240K 0.08% 0 Timeline APMU TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 9,925 shares; 2024Q3: 10,480 shares; 2024Q4: 11,306 shares; 2025Q1: 9,555 shares 9,555 $236K 0.07% -1,751 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,654 shares; 2024Q1: 11,308 shares; 2024Q2: 4,534 shares; 2024Q3: 4,534 shares; 2024Q4: 4,569 shares; 2025Q1: 1,769 shares 1,769 $234K 0.07% -2,800 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,023 shares; 2025Q1: 1,004 shares 1,004 $232K 0.07% -19 Timeline QHY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,490 shares; 2024Q1: 7,490 shares; 2024Q2: 7,505 shares; 2024Q3: 7,513 shares; 2024Q4: 7,522 shares; 2025Q1: 5,130 shares 5,130 $231K 0.07% -2,392 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 15,832 shares; 2024Q4: 14,997 shares; 2025Q1: 13,777 shares 13,777 $229K 0.07% -1,220 Timeline HEGD LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,461 shares 10,461 $229K 0.07% new Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,545 shares; 2024Q1: 5,545 shares; 2024Q2: 5,551 shares; 2024Q3: 5,187 shares; 2024Q4: 5,187 shares; 2025Q1: 5,187 shares 5,187 $227K 0.07% 0 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,811 shares; 2024Q3: 3,800 shares; 2024Q4: 3,449 shares; 2025Q1: 3,404 shares 3,404 $226K 0.07% -45 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,465 shares; 2024Q4: 4,065 shares; 2025Q1: 3,994 shares 3,994 $226K 0.07% -71 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,905 shares; 2024Q1: 8,905 shares; 2024Q2: 10,137 shares; 2024Q3: 8,890 shares; 2024Q4: 9,862 shares; 2025Q1: 6,155 shares 6,155 $223K 0.07% -3,707 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 49 shares; 2024Q4: 48 shares; 2025Q1: 48 shares 48 $221K 0.07% 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,102 shares 1,102 $221K 0.07% 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,477 shares; 2024Q1: 1,477 shares; 2024Q2: 940 shares; 2024Q3: 892 shares; 2024Q4: 895 shares; 2025Q1: 993 shares 993 $220K 0.07% +98 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,970 shares; 2025Q1: 3,996 shares 3,996 $220K 0.07% +26 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,373 shares; 2024Q4: 4,373 shares; 2025Q1: 4,373 shares 4,373 $218K 0.07% 0 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,779 shares; 2024Q1: 1,779 shares; 2024Q2: 1,780 shares; 2024Q3: 1,780 shares; 2024Q4: 1,780 shares; 2025Q1: 1,780 shares 1,780 $215K 0.07% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 868 shares; 2024Q3: 743 shares; 2024Q4: 745 shares; 2025Q1: 595 shares 595 $215K 0.07% -150 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,568 shares; 2024Q4: not reported; 2025Q1: 2,607 shares 2,607 $214K 0.07% new Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,677 shares; 2024Q3: 1,677 shares; 2024Q4: 1,677 shares; 2025Q1: 1,629 shares 1,629 $212K 0.07% -48 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 10,185 shares; 2024Q4: 8,332 shares; 2025Q1: 6,943 shares 6,943 $210K 0.07% -1,389 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 6,291 shares; 2025Q1: 6,266 shares 6,266 $208K 0.07% -25 Timeline SMDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,374 shares; 2024Q1: 8,374 shares; 2024Q2: 6,351 shares; 2024Q3: 5,121 shares; 2024Q4: 5,129 shares; 2025Q1: 3,129 shares 3,129 $205K 0.07% -2,000 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,973 shares 1,973 $205K 0.07% new Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,430 shares; 2024Q1: 5,430 shares; 2024Q2: not reported; 2024Q3: 4,162 shares; 2024Q4: 4,162 shares; 2025Q1: 4,162 shares 4,162 $205K 0.06% 0 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 6,203 shares; 2024Q3: 2,518 shares; 2024Q4: 9,148 shares; 2025Q1: 2,523 shares 2,523 $203K 0.06% -6,625 Timeline BBW BUILD-A-BEAR WORKSHOP INC More: the full row for BUILD-A-BEAR WORKSHOP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 5,400 shares; 2025Q1: 5,400 shares 5,400 $201K 0.06% 0 Timeline BNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,113 shares; 2024Q1: 6,113 shares; 2024Q2: 6,113 shares; 2024Q3: 6,113 shares; 2024Q4: 5,253 shares; 2025Q1: 5,253 shares 5,253 $201K 0.06% 0 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,646 shares 1,646 $200K 0.06% new Timeline CRPT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,172 shares 12,172 $149K 0.05% new Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 13,060 shares; 2024Q1: 13,060 shares; 2024Q2: 13,060 shares; 2024Q3: 13,060 shares; 2024Q4: 13,060 shares; 2025Q1: 13,060 shares 13,060 $129K 0.04% 0 Timeline PHK PIMCO HIGH INCOME FD More: the full row for PIMCO HIGH INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 48,836 shares; 2024Q1: 48,836 shares; 2024Q2: 16,583 shares; 2024Q3: 16,583 shares; 2024Q4: 16,583 shares; 2025Q1: 13,676 shares 13,676 $66.9K 0.02% -2,907 Timeline LFT LUMENT FINANCE TRUST INC More: the full row for LUMENT FINANCE TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 10,706 shares; 2024Q1: 10,706 shares; 2024Q2: 10,706 shares; 2024Q3: 10,706 shares; 2024Q4: 10,706 shares; 2025Q1: 10,706 shares 10,706 $27.9K 0.01% 0 Timeline CLNE CLEAN ENERGY FUELS CORP More: the full row for CLEAN ENERGY FUELS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,500 shares 10,500 $16.3K 0.01% new Timeline