IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,737 shares; 2024Q4: 103,486 shares; 2025Q1: 113,209 shares; 2025Q2: 116,201 shares; 2025Q3: 115,237 shares; 2025Q4: 116,624 shares 116,624 $79.9M 17.13% +1,387 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 421,210 shares; 2024Q4: 443,629 shares; 2025Q1: 474,928 shares; 2025Q2: 489,256 shares; 2025Q3: 495,713 shares; 2025Q4: 513,908 shares 513,908 $51.3M 11.01% +18,195 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 626,645 shares; 2024Q4: 653,202 shares; 2025Q1: 711,867 shares; 2025Q2: 738,850 shares; 2025Q3: 747,912 shares; 2025Q4: 782,784 shares 782,784 $36M 7.73% +34,872 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 598,046 shares; 2024Q4: 644,049 shares; 2025Q1: 525,715 shares; 2025Q2: 522,972 shares; 2025Q3: 518,717 shares; 2025Q4: 531,364 shares 531,364 $33.2M 7.12% +12,647 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 319,162 shares; 2024Q4: 327,926 shares; 2025Q1: 348,331 shares; 2025Q2: 459,044 shares; 2025Q3: 462,461 shares; 2025Q4: 488,955 shares 488,955 $23.2M 4.96% +26,494 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 406,096 shares; 2024Q4: 409,592 shares; 2025Q1: 415,706 shares; 2025Q2: 414,514 shares; 2025Q3: 418,200 shares; 2025Q4: 430,219 shares 430,219 $21.8M 4.67% +12,019 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184,708 shares; 2024Q4: 180,250 shares; 2025Q1: 182,375 shares; 2025Q2: 187,136 shares; 2025Q3: 188,589 shares; 2025Q4: 194,764 shares 194,764 $21.5M 4.6% +6,175 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182,206 shares; 2024Q4: 175,369 shares; 2025Q1: 150,312 shares; 2025Q2: 125,372 shares; 2025Q3: 122,569 shares; 2025Q4: 119,831 shares 119,831 $20.1M 4.32% -2,738 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 344,651 shares; 2025Q2: 370,885 shares; 2025Q3: 388,584 shares; 2025Q4: 397,652 shares 397,652 $15.2M 3.25% +9,068 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 152,972 shares; 2025Q2: 164,145 shares; 2025Q3: 171,835 shares; 2025Q4: 176,620 shares 176,620 $13.2M 2.84% +4,785 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,787 shares; 2024Q4: 99,105 shares; 2025Q1: 82,706 shares; 2025Q2: 80,032 shares; 2025Q3: 78,347 shares; 2025Q4: 79,229 shares 79,229 $10.2M 2.19% +882 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,020 shares; 2024Q4: 120,533 shares; 2025Q1: 134,895 shares; 2025Q2: 135,081 shares; 2025Q3: 133,102 shares; 2025Q4: 134,728 shares 134,728 $8.89M 1.91% +1,626 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,467 shares; 2024Q4: 53,204 shares; 2025Q1: 37,313 shares; 2025Q2: 38,536 shares; 2025Q3: 39,145 shares; 2025Q4: 40,344 shares 40,344 $8.87M 1.9% +1,199 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,035 shares; 2024Q4: 91,626 shares; 2025Q1: 84,938 shares; 2025Q2: 82,268 shares; 2025Q3: 85,475 shares; 2025Q4: 85,185 shares 85,185 $8.55M 1.83% -290 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,909 shares; 2024Q4: 60,403 shares; 2025Q1: 69,349 shares; 2025Q2: 69,622 shares; 2025Q3: 68,330 shares; 2025Q4: 69,521 shares 69,521 $8.36M 1.79% +1,191 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,779 shares; 2025Q2: 25,805 shares; 2025Q3: 27,685 shares; 2025Q4: 28,508 shares 28,508 $7.14M 1.53% +823 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,294 shares; 2024Q4: 73,517 shares; 2025Q1: 59,674 shares; 2025Q2: 65,067 shares; 2025Q3: 66,764 shares; 2025Q4: 67,656 shares 67,656 $6.43M 1.38% +892 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,385 shares; 2024Q4: 162,622 shares; 2025Q1: 143,121 shares; 2025Q2: 140,808 shares; 2025Q3: 130,823 shares; 2025Q4: 133,944 shares 133,944 $6.41M 1.37% +3,121 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,544 shares; 2024Q4: 22,503 shares; 2025Q1: 21,049 shares; 2025Q2: 23,054 shares; 2025Q3: 23,012 shares; 2025Q4: 22,498 shares 22,498 $6.12M 1.31% -514 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,555 shares; 2024Q4: 103,952 shares; 2025Q1: 111,166 shares; 2025Q2: 114,689 shares; 2025Q3: 119,922 shares; 2025Q4: 123,020 shares 123,020 $5.76M 1.23% +3,098 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,467 shares; 2024Q4: 2,067 shares; 2025Q1: 28,684 shares; 2025Q2: 31,225 shares; 2025Q3: 31,822 shares; 2025Q4: 32,511 shares 32,511 $4.84M 1.04% +689 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,698 shares; 2024Q4: 8,483 shares; 2025Q1: 8,953 shares; 2025Q2: 8,105 shares; 2025Q3: 8,117 shares; 2025Q4: 8,093 shares 8,093 $3.91M 0.84% -24 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,231 shares; 2024Q4: 31,278 shares; 2025Q1: 27,041 shares; 2025Q2: 25,565 shares; 2025Q3: 25,841 shares; 2025Q4: 25,940 shares 25,940 $2.54M 0.54% +99 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,236 shares; 2024Q4: 4,238 shares; 2025Q1: 3,977 shares; 2025Q2: 3,977 shares; 2025Q3: 3,968 shares; 2025Q4: 3,970 shares 3,970 $2.49M 0.53% +2 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,499 shares; 2024Q4: 80,800 shares; 2025Q1: 80,019 shares; 2025Q2: 79,675 shares; 2025Q3: 78,608 shares; 2025Q4: 78,266 shares 78,266 $2.36M 0.51% -342 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,814 shares; 2024Q4: 31,665 shares; 2025Q1: 29,400 shares; 2025Q2: 29,405 shares; 2025Q3: 25,330 shares; 2025Q4: 24,406 shares 24,406 $2.3M 0.49% -924 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,008 shares 10,008 $2.05M 0.44% +8 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,272 shares; 2024Q4: 23,272 shares; 2025Q1: 23,272 shares; 2025Q2: 23,772 shares; 2025Q3: 23,772 shares; 2025Q4: 24,522 shares 24,522 $2.03M 0.44% +750 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,295 shares; 2024Q4: 72,590 shares; 2025Q1: 58,664 shares; 2025Q2: 46,877 shares; 2025Q3: 41,977 shares; 2025Q4: 42,206 shares 42,206 $1.9M 0.41% +229 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 302,338 shares; 2024Q4: 310,624 shares; 2025Q1: 50,655 shares; 2025Q2: 41,127 shares; 2025Q3: 34,769 shares; 2025Q4: 31,646 shares 31,646 $1.79M 0.38% -3,123 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 750 shares; 2024Q4: 739 shares; 2025Q1: 714 shares; 2025Q2: 714 shares; 2025Q3: 1,569 shares; 2025Q4: 1,531 shares 1,531 $1.64M 0.35% -38 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,274 shares; 2024Q4: 2,285 shares; 2025Q1: 2,335 shares; 2025Q2: 2,335 shares; 2025Q3: 3,087 shares; 2025Q4: 3,076 shares 3,076 $1.55M 0.33% -11 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,141 shares; 2024Q4: 2,727 shares; 2025Q1: 2,458 shares; 2025Q2: 2,460 shares; 2025Q3: 2,287 shares; 2025Q4: 2,287 shares 2,287 $1.4M 0.3% 0 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,123 shares; 2024Q4: 4,924 shares; 2025Q1: 4,094 shares; 2025Q2: 4,000 shares; 2025Q3: 4,197 shares; 2025Q4: 4,232 shares 4,232 $1.32M 0.28% +35 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,412 shares; 2024Q4: 6,776 shares; 2025Q1: 6,432 shares; 2025Q2: 6,242 shares; 2025Q3: 6,210 shares; 2025Q4: 5,678 shares 5,678 $1.31M 0.28% -532 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,290 shares; 2024Q4: 17,833 shares; 2025Q1: 12,298 shares; 2025Q2: 11,454 shares; 2025Q3: 11,228 shares; 2025Q4: 11,474 shares 11,474 $1.25M 0.27% +246 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,330 shares; 2024Q4: 7,573 shares; 2025Q1: 6,330 shares; 2025Q2: 6,080 shares; 2025Q3: 5,880 shares; 2025Q4: 5,880 shares 5,880 $1.24M 0.27% 0 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,505 shares; 2024Q4: 28,027 shares; 2025Q1: 27,020 shares; 2025Q2: 24,151 shares; 2025Q3: 25,645 shares; 2025Q4: 26,670 shares 26,670 $1.23M 0.26% +1,025 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,123 shares; 2024Q4: 2,280 shares; 2025Q1: 2,273 shares; 2025Q2: 2,063 shares; 2025Q3: 3,563 shares; 2025Q4: 3,581 shares 3,581 $1.15M 0.25% +18 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,670 shares; 2024Q4: 6,069 shares; 2025Q1: 6,069 shares; 2025Q2: 5,765 shares; 2025Q3: 5,784 shares; 2025Q4: 6,032 shares 6,032 $1.13M 0.24% +248 Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,490 shares; 2024Q4: 9,593 shares; 2025Q1: 13,397 shares; 2025Q2: 11,565 shares; 2025Q3: 11,567 shares; 2025Q4: 17,846 shares 17,846 $985K 0.21% +6,279 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,471 shares; 2024Q4: 3,410 shares; 2025Q1: 3,291 shares; 2025Q2: 3,283 shares; 2025Q3: 3,309 shares; 2025Q4: 3,261 shares 3,261 $947K 0.2% -48 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,066 shares; 2024Q4: 23,797 shares; 2025Q1: 21,505 shares; 2025Q2: 17,925 shares; 2025Q3: 21,960 shares; 2025Q4: 20,729 shares 20,729 $916K 0.2% -1,231 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 456 shares; 2024Q4: 456 shares; 2025Q1: 456 shares; 2025Q2: 456 shares; 2025Q3: 1,327 shares; 2025Q4: 1,327 shares 1,327 $905K 0.19% 0 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 940 shares; 2024Q4: 940 shares; 2025Q1: 940 shares; 2025Q2: 940 shares; 2025Q3: 942 shares; 2025Q4: 930 shares 930 $802K 0.17% -12 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 419 shares; 2024Q4: 4,190 shares; 2025Q1: 4,190 shares; 2025Q2: 4,190 shares; 2025Q3: 4,190 shares; 2025Q4: 4,204 shares 4,204 $720K 0.15% +14 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,584 shares; 2024Q4: 9,230 shares; 2025Q1: 9,230 shares; 2025Q2: 9,230 shares; 2025Q3: 9,230 shares; 2025Q4: 8,121 shares 8,121 $700K 0.15% -1,109 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,600 shares; 2024Q4: 10,895 shares; 2025Q1: 6,409 shares; 2025Q2: 4,632 shares; 2025Q3: 4,639 shares; 2025Q4: 4,522 shares 4,522 $638K 0.14% -117 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,022 shares; 2024Q4: 1,036 shares; 2025Q1: 1,236 shares; 2025Q2: 1,134 shares; 2025Q3: 1,120 shares; 2025Q4: 1,099 shares 1,099 $637K 0.14% -21 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,264 shares; 2024Q4: 6,264 shares; 2025Q1: 6,264 shares; 2025Q2: 6,264 shares; 2025Q3: 6,264 shares; 2025Q4: 6,264 shares 6,264 $602K 0.13% 0 Timeline JUST 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,189 shares; 2025Q4: 6,189 shares 6,189 $598K 0.13% 0 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 811 shares; 2024Q4: 875 shares; 2025Q1: 875 shares; 2025Q2: 875 shares; 2025Q3: 877 shares; 2025Q4: 897 shares 897 $592K 0.13% +20 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,433 shares; 2024Q4: 12,287 shares; 2025Q1: 12,983 shares; 2025Q2: 10,460 shares; 2025Q3: 10,480 shares; 2025Q4: 10,191 shares 10,191 $583K 0.13% -289 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,542 shares; 2024Q4: 1,697 shares; 2025Q1: 1,603 shares; 2025Q2: 1,603 shares; 2025Q3: 1,561 shares; 2025Q4: 1,537 shares 1,537 $539K 0.12% -24 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,463 shares; 2024Q4: 2,463 shares; 2025Q1: 2,463 shares; 2025Q2: 2,167 shares; 2025Q3: 2,167 shares; 2025Q4: 2,167 shares 2,167 $533K 0.11% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,859 shares; 2024Q4: 15,862 shares; 2025Q1: 14,835 shares; 2025Q2: 14,301 shares; 2025Q3: 14,710 shares; 2025Q4: 12,994 shares 12,994 $529K 0.11% -1,716 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,607 shares; 2024Q4: 9,576 shares; 2025Q1: 9,034 shares; 2025Q2: 6,970 shares; 2025Q3: 6,840 shares; 2025Q4: 6,536 shares 6,536 $486K 0.1% -304 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,795 shares; 2024Q4: 7,695 shares; 2025Q1: 5,843 shares; 2025Q2: 5,042 shares; 2025Q3: 5,042 shares; 2025Q4: 4,642 shares 4,642 $476K 0.1% -400 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,829 shares; 2024Q4: 1,829 shares; 2025Q1: 1,956 shares; 2025Q2: 1,756 shares; 2025Q3: 1,706 shares; 2025Q4: 1,671 shares 1,671 $431K 0.09% -35 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,478 shares; 2024Q4: 4,872 shares; 2025Q1: 5,044 shares; 2025Q2: 5,044 shares; 2025Q3: 5,044 shares; 2025Q4: 5,044 shares 5,044 $416K 0.09% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,682 shares; 2024Q4: 1,682 shares; 2025Q1: 1,599 shares; 2025Q2: 1,599 shares; 2025Q3: 1,599 shares; 2025Q4: 1,580 shares 1,580 $406K 0.09% -19 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,360 shares; 2024Q4: 1,604 shares; 2025Q1: 1,424 shares; 2025Q2: 1,424 shares; 2025Q3: 1,109 shares; 2025Q4: 1,148 shares 1,148 $397K 0.09% +39 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,622 shares; 2024Q4: 8,932 shares; 2025Q1: 8,442 shares; 2025Q2: 8,262 shares; 2025Q3: 6,365 shares; 2025Q4: 6,365 shares 6,365 $396K 0.08% 0 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,703 shares; 2024Q4: 2,670 shares; 2025Q1: 2,170 shares; 2025Q2: 1,010 shares; 2025Q3: 1,190 shares; 2025Q4: 1,239 shares 1,239 $389K 0.08% +49 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,937 shares; 2024Q4: 3,315 shares; 2025Q1: 3,154 shares; 2025Q2: 2,640 shares; 2025Q3: 2,741 shares; 2025Q4: 2,058 shares 2,058 $377K 0.08% -683 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,995 shares; 2024Q4: 10,714 shares; 2025Q1: 10,949 shares; 2025Q2: 10,952 shares; 2025Q3: 7,773 shares; 2025Q4: 7,327 shares 7,327 $371K 0.08% -446 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,756 shares; 2024Q4: 9,276 shares; 2025Q1: 8,630 shares; 2025Q2: 8,630 shares; 2025Q3: 8,630 shares; 2025Q4: 8,630 shares 8,630 $356K 0.08% 0 Timeline CWST CASELLA WASTE SYS INC More: the full row for CASELLA WASTE SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,600 shares; 2024Q4: 1,600 shares; 2025Q1: 3,440 shares; 2025Q2: 3,440 shares; 2025Q3: 3,440 shares; 2025Q4: 3,440 shares 3,440 $337K 0.07% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,986 shares; 2024Q4: 2,619 shares; 2025Q1: 2,619 shares; 2025Q2: 2,619 shares; 2025Q3: 2,619 shares; 2025Q4: 2,619 shares 2,619 $323K 0.07% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,800 shares; 2024Q4: 6,800 shares; 2025Q1: 6,800 shares; 2025Q2: 6,800 shares; 2025Q3: 6,800 shares; 2025Q4: 6,800 shares 6,800 $312K 0.07% 0 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,746 shares; 2024Q4: 12,411 shares; 2025Q1: 7,159 shares; 2025Q2: 4,958 shares; 2025Q3: 4,379 shares; 2025Q4: 4,296 shares 4,296 $298K 0.06% -83 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 711 shares; 2024Q4: 753 shares; 2025Q1: 703 shares; 2025Q2: 740 shares; 2025Q3: 715 shares; 2025Q4: 649 shares 649 $292K 0.06% -66 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 980 shares; 2024Q4: 980 shares; 2025Q1: 880 shares; 2025Q2: 880 shares; 2025Q3: 880 shares; 2025Q4: 885 shares 885 $290K 0.06% +5 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,778 shares; 2024Q4: 20,647 shares; 2025Q1: 20,667 shares; 2025Q2: 12,160 shares; 2025Q3: 12,183 shares; 2025Q4: 12,206 shares 12,206 $283K 0.06% +23 Timeline FDRR FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,133 shares; 2024Q4: 7,692 shares; 2025Q1: 7,149 shares; 2025Q2: 4,665 shares; 2025Q3: 4,677 shares; 2025Q4: 4,438 shares 4,438 $271K 0.06% -239 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,520 shares; 2024Q4: 1,520 shares; 2025Q1: 1,350 shares; 2025Q2: 1,350 shares; 2025Q3: 1,121 shares; 2025Q4: 1,121 shares 1,121 $270K 0.06% 0 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,505 shares; 2024Q4: 5,505 shares; 2025Q1: 5,505 shares; 2025Q2: 5,505 shares; 2025Q3: 5,505 shares; 2025Q4: 5,232 shares 5,232 $263K 0.06% -273 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 918 shares; 2024Q4: 956 shares; 2025Q1: 929 shares; 2025Q2: 905 shares; 2025Q3: 905 shares; 2025Q4: 743 shares 743 $256K 0.05% -162 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 831 shares; 2024Q4: 927 shares; 2025Q1: 831 shares; 2025Q2: 831 shares; 2025Q3: 831 shares; 2025Q4: 841 shares 841 $249K 0.05% +10 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,484 shares; 2024Q4: 11,484 shares; 2025Q1: 11,484 shares; 2025Q2: 11,484 shares; 2025Q3: 11,484 shares; 2025Q4: 11,028 shares 11,028 $248K 0.05% -456 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,567 shares; 2024Q4: 2,567 shares; 2025Q1: 2,615 shares; 2025Q2: 2,625 shares; 2025Q3: 2,625 shares; 2025Q4: 2,635 shares 2,635 $236K 0.05% +10 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,530 shares; 2024Q4: 1,641 shares; 2025Q1: 1,504 shares; 2025Q2: 1,132 shares; 2025Q3: 1,242 shares; 2025Q4: 1,135 shares 1,135 $235K 0.05% -107 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 650 shares; 2025Q2: 1,525 shares; 2025Q3: 1,687 shares; 2025Q4: 3,975 shares 3,975 $231K 0.05% +2,288 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,860 shares; 2024Q4: 1,860 shares; 2025Q1: 1,860 shares; 2025Q2: 1,860 shares; 2025Q3: 1,860 shares; 2025Q4: 1,860 shares 1,860 $221K 0.05% 0 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,988 shares; 2024Q4: 13,907 shares; 2025Q1: 9,988 shares; 2025Q2: 9,988 shares; 2025Q3: 9,988 shares; 2025Q4: 9,544 shares 9,544 $218K 0.05% -444 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 980 shares; 2024Q4: 980 shares; 2025Q1: 980 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 922 shares 922 $207K 0.04% +22 Timeline EMNT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,050 shares; 2024Q4: 4,040 shares; 2025Q1: 3,355 shares; 2025Q2: 2,655 shares; 2025Q3: 2,655 shares; 2025Q4: 2,055 shares 2,055 $203K 0.04% -600 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 695 shares; 2024Q4: 695 shares; 2025Q1: 695 shares; 2025Q2: 695 shares; 2025Q3: 654 shares; 2025Q4: 654 shares 654 $200K 0.04% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 660 shares; 2024Q4: 621 shares; 2025Q1: 621 shares; 2025Q2: 621 shares; 2025Q3: 621 shares; 2025Q4: 533 shares 533 $197K 0.04% -88 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129 shares; 2024Q4: 1,094 shares; 2025Q1: 399 shares; 2025Q2: 399 shares; 2025Q3: 399 shares; 2025Q4: 399 shares 399 $189K 0.04% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,272 shares; 2024Q4: 7,287 shares; 2025Q1: 597 shares; 2025Q2: 597 shares; 2025Q3: 3,447 shares; 2025Q4: 3,447 shares 3,447 $185K 0.04% 0 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,083 shares; 2025Q4: 1,083 shares 1,083 $185K 0.04% 0 Timeline EBC EASTERN BANKSHARES INC More: the full row for EASTERN BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,912 shares; 2024Q4: 9,912 shares; 2025Q1: 9,912 shares; 2025Q2: 9,912 shares; 2025Q3: 9,912 shares; 2025Q4: 9,912 shares 9,912 $183K 0.04% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 654 shares; 2024Q4: 639 shares; 2025Q1: 639 shares; 2025Q2: 547 shares; 2025Q3: 547 shares; 2025Q4: 550 shares 550 $182K 0.04% +3 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,623 shares; 2024Q4: 2,623 shares; 2025Q1: 3,107 shares; 2025Q2: 3,111 shares; 2025Q3: 3,270 shares; 2025Q4: 3,277 shares 3,277 $179K 0.04% +7 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,056 shares; 2024Q4: 2,125 shares; 2025Q1: 2,125 shares; 2025Q2: 2,056 shares; 2025Q3: 1,828 shares; 2025Q4: 1,229 shares 1,229 $176K 0.04% -599 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,600 shares; 2024Q4: 1,600 shares; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares 1,600 $171K 0.04% 0 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,653 shares; 2024Q4: 3,501 shares; 2025Q1: 2,311 shares; 2025Q2: 2,275 shares; 2025Q3: 2,117 shares; 2025Q4: 1,899 shares 1,899 $170K 0.04% -218 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,233 shares; 2024Q4: 3,671 shares; 2025Q1: 3,671 shares; 2025Q2: 3,671 shares; 2025Q3: 3,671 shares; 2025Q4: 2,405 shares 2,405 $168K 0.04% -1,266 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,236 shares; 2024Q4: 2,232 shares; 2025Q1: 2,232 shares; 2025Q2: 1,906 shares; 2025Q3: 1,864 shares; 2025Q4: 1,165 shares 1,165 $167K 0.04% -699 Timeline RVT ROYCE SMALL CAP TRUST INC More: the full row for ROYCE SMALL CAP TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,217 shares; 2024Q4: 10,217 shares; 2025Q1: 10,217 shares; 2025Q2: 10,217 shares; 2025Q3: 10,217 shares; 2025Q4: 10,217 shares 10,217 $164K 0.04% 0 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 925 shares; 2024Q4: 927 shares; 2025Q1: 927 shares; 2025Q2: 925 shares; 2025Q3: 925 shares; 2025Q4: 925 shares 925 $163K 0.03% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,226 shares; 2024Q4: 1,186 shares; 2025Q1: 1,187 shares; 2025Q2: 1,187 shares; 2025Q3: 1,035 shares; 2025Q4: 1,048 shares 1,048 $161K 0.03% +13 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares 3,000 $159K 0.03% 0 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,399 shares; 2024Q4: 2,399 shares; 2025Q1: 2,399 shares; 2025Q2: 2,399 shares; 2025Q3: 2,399 shares; 2025Q4: 2,399 shares 2,399 $154K 0.03% 0 Timeline XJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,841 shares; 2024Q4: 2,413 shares; 2025Q1: 2,141 shares; 2025Q2: 1,994 shares; 2025Q3: 3,355 shares; 2025Q4: 3,358 shares 3,358 $150K 0.03% +3 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 660 shares; 2024Q4: 660 shares; 2025Q1: 660 shares; 2025Q2: 660 shares; 2025Q3: 764 shares; 2025Q4: 665 shares 665 $146K 0.03% -99 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 701 shares; 2024Q4: 730 shares; 2025Q1: 730 shares; 2025Q2: 730 shares; 2025Q3: 734 shares; 2025Q4: 748 shares 748 $146K 0.03% +14 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,456 shares; 2024Q4: 3,429 shares; 2025Q1: 3,333 shares; 2025Q2: 2,635 shares; 2025Q3: 2,558 shares; 2025Q4: 2,761 shares 2,761 $145K 0.03% +203 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 467 shares; 2024Q4: 518 shares; 2025Q1: 518 shares; 2025Q2: 518 shares; 2025Q3: 508 shares; 2025Q4: 518 shares 518 $137K 0.03% +10 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 345 shares; 2024Q4: 461 shares; 2025Q1: 413 shares; 2025Q2: 413 shares; 2025Q3: 444 shares; 2025Q4: 445 shares 445 $137K 0.03% +1 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 638 shares; 2024Q4: 638 shares; 2025Q1: 638 shares; 2025Q2: 638 shares; 2025Q3: 638 shares; 2025Q4: 638 shares 638 $135K 0.03% 0 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,863 shares; 2025Q4: 1,863 shares 1,863 $133K 0.03% 0 Timeline NUDM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,600 shares; 2024Q4: 3,600 shares; 2025Q1: 3,600 shares; 2025Q2: 3,600 shares; 2025Q3: 3,600 shares; 2025Q4: 3,600 shares 3,600 $130K 0.03% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,765 shares; 2024Q4: 12,765 shares; 2025Q1: 12,765 shares; 2025Q2: 12,765 shares; 2025Q3: 12,765 shares; 2025Q4: 12,765 shares 12,765 $128K 0.03% 0 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 240 shares; 2024Q4: 244 shares; 2025Q1: 244 shares; 2025Q2: 124 shares; 2025Q3: 124 shares; 2025Q4: 124 shares 124 $125K 0.03% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 858 shares; 2024Q4: 997 shares; 2025Q1: 997 shares; 2025Q2: 997 shares; 2025Q3: 997 shares; 2025Q4: 1,012 shares 1,012 $124K 0.03% +15 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 752 shares; 2024Q4: 752 shares; 2025Q1: 752 shares; 2025Q2: 752 shares; 2025Q3: 568 shares; 2025Q4: 568 shares 568 $122K 0.03% 0 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 350 shares; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 355 shares 355 $120K 0.03% +5 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 198 shares; 2024Q4: 198 shares; 2025Q1: 198 shares; 2025Q2: 198 shares; 2025Q3: 198 shares; 2025Q4: 198 shares 198 $119K 0.03% 0 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,293 shares; 2024Q4: 1,293 shares; 2025Q1: 1,093 shares; 2025Q2: 873 shares; 2025Q3: 873 shares; 2025Q4: 873 shares 873 $115K 0.02% 0 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares 800 $109K 0.02% 0 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,142 shares; 2024Q4: 5,045 shares; 2025Q1: 4,052 shares; 2025Q2: 2,688 shares; 2025Q3: 2,694 shares; 2025Q4: 2,049 shares 2,049 $108K 0.02% -645 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,255 shares; 2024Q4: 1,106 shares; 2025Q1: 1,009 shares; 2025Q2: 569 shares; 2025Q3: 544 shares; 2025Q4: 544 shares 544 $108K 0.02% 0 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,688 shares; 2024Q4: 12,448 shares; 2025Q1: 10,645 shares; 2025Q2: 8,941 shares; 2025Q3: 8,941 shares; 2025Q4: 4,258 shares 4,258 $107K 0.02% -4,683 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,768 shares; 2024Q4: 6,775 shares; 2025Q1: 1,325 shares; 2025Q2: 1,325 shares; 2025Q3: 1,325 shares; 2025Q4: 1,325 shares 1,325 $106K 0.02% 0 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 430 shares; 2024Q4: 370 shares; 2025Q1: 225 shares; 2025Q2: 225 shares; 2025Q3: 225 shares; 2025Q4: 214 shares 214 $104K 0.02% -11 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $103K 0.02% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 911 shares; 2024Q4: 913 shares; 2025Q1: 914 shares; 2025Q2: 916 shares; 2025Q3: 917 shares; 2025Q4: 919 shares 919 $103K 0.02% +2 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,590 shares; 2024Q4: 1,590 shares; 2025Q1: 1,590 shares; 2025Q2: 1,590 shares; 2025Q3: 1,250 shares; 2025Q4: 1,250 shares 1,250 $101K 0.02% 0 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,169 shares; 2024Q4: 1,161 shares; 2025Q1: 1,009 shares; 2025Q2: 1,009 shares; 2025Q3: 1,009 shares; 2025Q4: 835 shares 835 $100K 0.02% -174 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47 shares; 2024Q4: 62 shares; 2025Q1: 425 shares; 2025Q2: 425 shares; 2025Q3: 425 shares; 2025Q4: 432 shares 432 $98.4K 0.02% +7 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,229 shares; 2024Q4: 725 shares; 2025Q1: 725 shares; 2025Q2: 725 shares; 2025Q3: 725 shares; 2025Q4: 735 shares 735 $97.5K 0.02% +10 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,833 shares; 2024Q4: 1,854 shares; 2025Q1: 1,833 shares; 2025Q2: 1,333 shares; 2025Q3: 1,333 shares; 2025Q4: 1,255 shares 1,255 $96.7K 0.02% -78 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 710 shares; 2024Q4: 797 shares; 2025Q1: 797 shares; 2025Q2: 397 shares; 2025Q3: 397 shares; 2025Q4: 416 shares 416 $95.1K 0.02% +19 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,223 shares; 2024Q4: 3,258 shares; 2025Q1: 3,293 shares; 2025Q2: 3,328 shares; 2025Q3: 3,364 shares; 2025Q4: 3,437 shares 3,437 $94.5K 0.02% +73 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116 shares; 2024Q4: 127 shares; 2025Q1: 88 shares; 2025Q2: 88 shares; 2025Q3: 88 shares; 2025Q4: 88 shares 88 $94.2K 0.02% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 181 shares; 2024Q4: 289 shares; 2025Q1: 289 shares; 2025Q2: 289 shares; 2025Q3: 289 shares; 2025Q4: 295 shares 295 $94K 0.02% +6 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 185 shares; 2024Q4: 190 shares; 2025Q1: 174 shares; 2025Q2: 174 shares; 2025Q3: 174 shares; 2025Q4: 178 shares 178 $93K 0.02% +4 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,523 shares; 2024Q4: 2,523 shares; 2025Q1: 2,523 shares; 2025Q2: 2,423 shares; 2025Q3: 2,423 shares; 2025Q4: 2,512 shares 2,512 $92.7K 0.02% +89 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 195 shares; 2024Q4: 203 shares; 2025Q1: 203 shares; 2025Q2: 203 shares; 2025Q3: 195 shares; 2025Q4: 199 shares 199 $92.6K 0.02% +4 Timeline OSW ONESPAWORLD HOLDINGS LIMITED More: the full row for ONESPAWORLD HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,107 shares; 2024Q4: 4,107 shares; 2025Q1: 4,107 shares; 2025Q2: 4,107 shares; 2025Q3: 4,107 shares; 2025Q4: 4,107 shares 4,107 $85.2K 0.02% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 341 shares; 2024Q4: 341 shares; 2025Q1: 341 shares; 2025Q2: 341 shares; 2025Q3: 499 shares; 2025Q4: 509 shares 509 $81.5K 0.02% +10 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120 shares; 2024Q4: 120 shares; 2025Q1: 120 shares; 2025Q2: 120 shares; 2025Q3: 120 shares; 2025Q4: 120 shares 120 $81.2K 0.02% 0 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,637 shares; 2024Q4: 1,637 shares; 2025Q1: 1,637 shares; 2025Q2: 1,637 shares; 2025Q3: 1,294 shares; 2025Q4: 1,139 shares 1,139 $79.4K 0.02% -155 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,309 shares; 2024Q4: 1,213 shares; 2025Q1: 1,213 shares; 2025Q2: 1,215 shares; 2025Q3: 987 shares; 2025Q4: 1,218 shares 1,218 $79.2K 0.02% +231 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70 shares; 2024Q4: 91 shares; 2025Q1: 76 shares; 2025Q2: 76 shares; 2025Q3: 76 shares; 2025Q4: 807 shares 807 $75.7K 0.02% +731 Timeline ZTR VIRTUS TOTAL RETURN FD INC More: the full row for VIRTUS TOTAL RETURN FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,900 shares; 2024Q4: 11,900 shares; 2025Q1: 11,900 shares; 2025Q2: 11,900 shares; 2025Q3: 11,900 shares; 2025Q4: 11,900 shares 11,900 $75K 0.02% 0 Timeline ILCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 788 shares; 2025Q1: 788 shares; 2025Q2: 788 shares; 2025Q3: 788 shares; 2025Q4: 788 shares 788 $74.4K 0.02% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 260 shares; 2024Q4: 260 shares; 2025Q1: 240 shares; 2025Q2: 240 shares; 2025Q3: 180 shares; 2025Q4: 129 shares 129 $73.6K 0.02% -51 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 461 shares; 2024Q4: 570 shares; 2025Q1: 562 shares; 2025Q2: 562 shares; 2025Q3: 562 shares; 2025Q4: 583 shares 583 $73K 0.02% +21 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,062 shares; 2024Q4: 4,504 shares; 2025Q1: 4,512 shares; 2025Q2: 2,829 shares; 2025Q3: 3,643 shares; 2025Q4: 2,868 shares 2,868 $71.4K 0.02% -775 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 639 shares; 2025Q4: 611 shares 611 $70.5K 0.02% -28 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 515 shares; 2024Q4: 515 shares; 2025Q1: 245 shares; 2025Q2: 245 shares; 2025Q3: 245 shares; 2025Q4: 250 shares 250 $68.9K 0.01% +5 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 592 shares; 2025Q1: 485 shares; 2025Q2: 485 shares; 2025Q3: 485 shares; 2025Q4: 485 shares 485 $68.5K 0.01% 0 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,766 shares; 2024Q4: 1,766 shares; 2025Q1: 1,766 shares; 2025Q2: 1,766 shares; 2025Q3: 1,766 shares; 2025Q4: 1,766 shares 1,766 $67.7K 0.01% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 372 shares; 2025Q1: 333 shares; 2025Q2: 333 shares; 2025Q3: 333 shares; 2025Q4: 341 shares 341 $66.5K 0.01% +8 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 312 shares; 2024Q4: 745 shares; 2025Q1: 545 shares; 2025Q2: 545 shares; 2025Q3: 545 shares; 2025Q4: 593 shares 593 $66.1K 0.01% +48 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 552 shares; 2024Q4: 448 shares; 2025Q1: 195 shares; 2025Q2: 195 shares; 2025Q3: 195 shares; 2025Q4: 195 shares 195 $65.4K 0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 166 shares; 2024Q4: 166 shares; 2025Q1: 166 shares; 2025Q2: 86 shares; 2025Q3: 86 shares; 2025Q4: 86 shares 86 $64.8K 0.01% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 498 shares; 2024Q4: 598 shares; 2025Q1: 498 shares; 2025Q2: 498 shares; 2025Q3: 638 shares; 2025Q4: 638 shares 638 $64.4K 0.01% 0 Timeline RFI COHEN & STEERS TOTAL RETURN More: the full row for COHEN & STEERS TOTAL RETURN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,650 shares; 2024Q4: 5,650 shares; 2025Q1: 5,650 shares; 2025Q2: 5,650 shares; 2025Q3: 5,650 shares; 2025Q4: 5,650 shares 5,650 $62.4K 0.01% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,398 shares; 2024Q4: 1,398 shares; 2025Q1: 1,398 shares; 2025Q2: 998 shares; 2025Q3: 998 shares; 2025Q4: 998 shares 998 $62.4K 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,503 shares; 2025Q1: 618 shares; 2025Q2: 618 shares; 2025Q3: 618 shares; 2025Q4: 618 shares 618 $62K 0.01% 0 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 391 shares; 2024Q4: 839 shares; 2025Q1: 839 shares; 2025Q2: 839 shares; 2025Q3: 839 shares; 2025Q4: 839 shares 839 $61.7K 0.01% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 500 shares; 2025Q4: 522 shares 522 $60.9K 0.01% +22 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 644 shares; 2024Q4: 644 shares; 2025Q1: 644 shares; 2025Q2: 644 shares; 2025Q3: 644 shares; 2025Q4: 644 shares 644 $60.7K 0.01% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,968 shares; 2024Q4: 3,617 shares; 2025Q1: 3,643 shares; 2025Q2: 3,616 shares; 2025Q3: 3,289 shares; 2025Q4: 2,438 shares 2,438 $60.5K 0.01% -851 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 325 shares; 2024Q4: 334 shares; 2025Q1: 334 shares; 2025Q2: 334 shares; 2025Q3: 334 shares; 2025Q4: 245 shares 245 $60.3K 0.01% -89 Timeline AGM FEDERAL AGRIC MTG CORP More: the full row for FEDERAL AGRIC MTG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 341 shares; 2024Q4: 341 shares; 2025Q1: 341 shares; 2025Q2: 341 shares; 2025Q3: 341 shares; 2025Q4: 341 shares 341 $59.9K 0.01% 0 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 769 shares; 2024Q4: 519 shares; 2025Q1: 519 shares; 2025Q2: 519 shares; 2025Q3: 519 shares; 2025Q4: 519 shares 519 $59.1K 0.01% 0 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120 shares; 2024Q4: 45 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 266 shares; 2025Q4: 266 shares 266 $57.7K 0.01% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83 shares; 2024Q4: 83 shares; 2025Q1: 86 shares; 2025Q2: 86 shares; 2025Q3: 86 shares; 2025Q4: 88 shares 88 $57.4K 0.01% +2 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 197 shares; 2024Q4: 197 shares; 2025Q1: 197 shares; 2025Q2: 197 shares; 2025Q3: 197 shares; 2025Q4: 395 shares 395 $56.8K 0.01% +198 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 284 shares; 2024Q4: 242 shares; 2025Q1: 242 shares; 2025Q2: 242 shares; 2025Q3: 242 shares; 2025Q4: 210 shares 210 $53.8K 0.01% -32 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175 shares; 2024Q4: 3,146 shares; 2025Q1: 2,628 shares; 2025Q2: 2,249 shares; 2025Q3: 1,293 shares; 2025Q4: 1,166 shares 1,166 $52.1K 0.01% -127 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares 500 $52K 0.01% 0 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,706 shares; 2024Q4: 5,706 shares; 2025Q1: 5,706 shares; 2025Q2: 5,706 shares; 2025Q3: 5,706 shares; 2025Q4: 5,706 shares 5,706 $51.7K 0.01% 0 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,634 shares; 2024Q4: 1,637 shares; 2025Q1: 1,631 shares; 2025Q2: 426 shares; 2025Q3: 426 shares; 2025Q4: 426 shares 426 $51.5K 0.01% 0 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15 shares; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 16 shares; 2025Q4: 15 shares 15 $50.9K 0.01% -1 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119 shares; 2024Q4: 146 shares; 2025Q1: 146 shares; 2025Q2: 146 shares; 2025Q3: 140 shares; 2025Q4: 144 shares 144 $50.6K 0.01% +4 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 242 shares; 2024Q4: 243 shares; 2025Q1: 245 shares; 2025Q2: 246 shares; 2025Q3: 248 shares; 2025Q4: 250 shares 250 $50.3K 0.01% +2 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 549 shares; 2024Q4: 787 shares; 2025Q1: 593 shares; 2025Q2: 593 shares; 2025Q3: 445 shares; 2025Q4: 472 shares 472 $49.7K 0.01% +27 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,190 shares; 2025Q2: 3,190 shares; 2025Q3: 3,190 shares; 2025Q4: 3,190 shares 3,190 $48.9K 0.01% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75 shares; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 81 shares 81 $46.4K 0.01% +6 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $46.3K 0.01% 0 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 420 shares; 2024Q4: 420 shares; 2025Q1: 420 shares; 2025Q2: 420 shares; 2025Q3: 420 shares; 2025Q4: 420 shares 420 $46.3K 0.01% 0 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 303 shares; 2024Q4: 303 shares; 2025Q1: 303 shares; 2025Q2: 68 shares; 2025Q3: 312 shares; 2025Q4: 312 shares 312 $44.9K 0.01% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,766 shares; 2024Q4: 1,858 shares; 2025Q1: 1,797 shares; 2025Q2: 1,797 shares; 2025Q3: 1,766 shares; 2025Q4: 293 shares 293 $44.6K 0.01% -1,473 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,985 shares; 2025Q2: 1,985 shares; 2025Q3: 1,985 shares; 2025Q4: 1,985 shares 1,985 $44.4K 0.01% 0 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 302 shares; 2025Q1: 1,075 shares; 2025Q2: 1,075 shares; 2025Q3: 1,075 shares; 2025Q4: 1,075 shares 1,075 $44.3K 0.01% 0 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137 shares; 2024Q4: 137 shares; 2025Q1: 137 shares; 2025Q2: 137 shares; 2025Q3: 137 shares; 2025Q4: 140 shares 140 $43.4K 0.01% +3 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 510 shares; 2024Q4: 510 shares; 2025Q1: 510 shares; 2025Q2: 510 shares; 2025Q3: 510 shares; 2025Q4: 510 shares 510 $43.2K 0.01% 0 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,390 shares; 2024Q4: 723 shares; 2025Q1: 723 shares; 2025Q2: 523 shares; 2025Q3: 523 shares; 2025Q4: 542 shares 542 $43K 0.01% +19 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,802 shares; 2024Q4: 1,795 shares; 2025Q1: 1,895 shares; 2025Q2: 1,895 shares; 2025Q3: 1,895 shares; 2025Q4: 1,419 shares 1,419 $42.4K 0.01% -476 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 802 shares; 2024Q4: 802 shares; 2025Q1: 802 shares; 2025Q2: 802 shares; 2025Q3: 902 shares; 2025Q4: 802 shares 802 $42.4K 0.01% -100 Timeline TBLL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 394 shares 394 $41.6K 0.01% new Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,328 shares; 2024Q4: 1,328 shares; 2025Q1: 610 shares; 2025Q2: 610 shares; 2025Q3: 610 shares; 2025Q4: 610 shares 610 $41K 0.01% 0 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,035 shares; 2024Q4: 1,035 shares; 2025Q1: 1,035 shares; 2025Q2: 1,035 shares; 2025Q3: 1,035 shares; 2025Q4: 1,035 shares 1,035 $40.8K 0.01% 0 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares 300 $40.8K 0.01% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160 shares; 2024Q4: 186 shares; 2025Q1: 186 shares; 2025Q2: 186 shares; 2025Q3: 160 shares; 2025Q4: 163 shares 163 $40.3K 0.01% +3 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 529 shares; 2024Q4: 890 shares; 2025Q1: 647 shares; 2025Q2: 647 shares; 2025Q3: 647 shares; 2025Q4: 728 shares 728 $40K 0.01% +81 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 284 shares; 2024Q4: 295 shares; 2025Q1: 295 shares; 2025Q2: 284 shares; 2025Q3: 159 shares; 2025Q4: 149 shares 149 $40K 0.01% -10 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 166 shares; 2024Q4: 166 shares; 2025Q1: 166 shares; 2025Q2: 166 shares; 2025Q3: 166 shares; 2025Q4: 166 shares 166 $39.8K 0.01% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 406 shares; 2024Q4: 406 shares; 2025Q1: 429 shares; 2025Q2: 406 shares; 2025Q3: 406 shares; 2025Q4: 406 shares 406 $39.1K 0.01% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 379 shares; 2024Q4: 379 shares; 2025Q1: 379 shares; 2025Q2: 379 shares; 2025Q3: 379 shares; 2025Q4: 417 shares 417 $38.9K 0.01% +38 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 455 shares; 2024Q4: 643 shares; 2025Q1: 455 shares; 2025Q2: 455 shares; 2025Q3: 455 shares; 2025Q4: 478 shares 478 $38.4K 0.01% +23 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151 shares; 2024Q4: 753 shares; 2025Q1: 753 shares; 2025Q2: 753 shares; 2025Q3: 753 shares; 2025Q4: 753 shares 753 $37.7K 0.01% 0 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares 150 $37.6K 0.01% 0 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 215 shares; 2024Q4: 220 shares; 2025Q1: 220 shares; 2025Q2: 220 shares; 2025Q3: 215 shares; 2025Q4: 226 shares 226 $36.6K 0.01% +11 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 426 shares; 2024Q4: 426 shares; 2025Q1: 301 shares; 2025Q2: 301 shares; 2025Q3: 256 shares; 2025Q4: 140 shares 140 $36.2K 0.01% -116 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 575 shares; 2024Q4: 575 shares; 2025Q1: 575 shares; 2025Q2: 575 shares; 2025Q3: 575 shares; 2025Q4: 575 shares 575 $34.2K 0.01% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 333 shares; 2024Q4: 393 shares; 2025Q1: 393 shares; 2025Q2: 393 shares; 2025Q3: 393 shares; 2025Q4: 406 shares 406 $34.2K 0.01% +13 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41 shares; 2024Q4: 51 shares; 2025Q1: 51 shares; 2025Q2: 51 shares; 2025Q3: 41 shares; 2025Q4: 41 shares 41 $33.6K 0.01% 0 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111 shares; 2024Q4: 111 shares; 2025Q1: 111 shares; 2025Q2: 111 shares; 2025Q3: 111 shares; 2025Q4: 95 shares 95 $33.5K 0.01% -16 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 450 shares; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 309 shares 309 $33K 0.01% -141 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66 shares; 2024Q4: 66 shares; 2025Q1: 66 shares; 2025Q2: 66 shares; 2025Q3: 66 shares; 2025Q4: 66 shares 66 $32.4K 0.01% 0 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 415 shares; 2024Q4: 415 shares; 2025Q1: 415 shares; 2025Q2: 415 shares; 2025Q3: 415 shares; 2025Q4: 415 shares 415 $32.2K 0.01% 0 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 321 shares; 2024Q4: 321 shares; 2025Q1: 321 shares; 2025Q2: 321 shares; 2025Q3: 187 shares; 2025Q4: 187 shares 187 $31.6K 0.01% 0 Timeline CNRG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 829 shares; 2024Q4: 829 shares; 2025Q1: 540 shares; 2025Q2: 352 shares; 2025Q3: 352 shares; 2025Q4: 352 shares 352 $31.5K 0.01% 0 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 321 shares; 2024Q4: 321 shares; 2025Q1: 321 shares; 2025Q2: 321 shares; 2025Q3: 281 shares; 2025Q4: 240 shares 240 $31.2K 0.01% -41 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 465 shares; 2024Q4: 465 shares; 2025Q1: 465 shares; 2025Q2: 465 shares; 2025Q3: 465 shares; 2025Q4: 465 shares 465 $31.2K 0.01% 0 Timeline IHAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 830 shares; 2024Q4: 830 shares; 2025Q1: 830 shares; 2025Q2: 830 shares; 2025Q3: 718 shares; 2025Q4: 640 shares 640 $30.8K 0.01% -78 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 691 shares; 2025Q1: 691 shares; 2025Q2: 691 shares; 2025Q3: 691 shares; 2025Q4: 691 shares 691 $30.6K 0.01% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 414 shares; 2024Q4: 414 shares; 2025Q1: 414 shares; 2025Q2: 414 shares; 2025Q3: 414 shares; 2025Q4: 414 shares 414 $30.5K 0.01% 0 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,008 shares; 2024Q4: 1,008 shares; 2025Q1: 1,008 shares; 2025Q2: 1,008 shares; 2025Q3: 1,008 shares; 2025Q4: 1,008 shares 1,008 $28.5K 0.01% 0 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: 101 shares; 2025Q3: 101 shares; 2025Q4: 101 shares 101 $27.9K 0.01% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 444 shares; 2024Q4: 461 shares; 2025Q1: 462 shares; 2025Q2: 445 shares; 2025Q3: 472 shares; 2025Q4: 244 shares 244 $27.8K 0.01% -228 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 99 shares; 2025Q1: 99 shares; 2025Q2: 99 shares; 2025Q3: 99 shares; 2025Q4: 108 shares 108 $27.8K 0.01% +9 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 214 shares; 2024Q4: 214 shares; 2025Q1: 214 shares; 2025Q2: 214 shares; 2025Q3: 214 shares; 2025Q4: 214 shares 214 $27.6K 0.01% 0 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75 shares; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 78 shares 78 $27.3K 0.01% +3 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83 shares; 2024Q4: 114 shares; 2025Q1: 114 shares; 2025Q2: 114 shares; 2025Q3: 114 shares; 2025Q4: 119 shares 119 $27.1K 0.01% +5 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,480 shares; 2024Q4: 1,480 shares; 2025Q1: 780 shares; 2025Q2: 480 shares; 2025Q3: 480 shares; 2025Q4: 196 shares 196 $26.5K 0.01% -284 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67 shares; 2024Q4: 86 shares; 2025Q1: 86 shares; 2025Q2: 86 shares; 2025Q3: 86 shares; 2025Q4: 90 shares 90 $26.1K 0.01% +4 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 681 shares; 2024Q4: 681 shares; 2025Q1: 681 shares; 2025Q2: 681 shares; 2025Q3: 681 shares; 2025Q4: 718 shares 718 $26K 0.01% +37 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 29 shares 29 $25.5K 0.01% +4 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,564 shares; 2025Q1: 488 shares; 2025Q2: 488 shares; 2025Q3: 488 shares; 2025Q4: 488 shares 488 $25K 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,488 shares; 2025Q1: 503 shares; 2025Q2: 503 shares; 2025Q3: 503 shares; 2025Q4: 503 shares 503 $24.9K 0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 524 shares; 2025Q2: 526 shares; 2025Q3: 528 shares; 2025Q4: 530 shares 530 $24.9K 0.01% +2 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 315 shares 315 $24.9K 0.01% +15 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 366 shares; 2024Q4: 366 shares; 2025Q1: 111 shares; 2025Q2: 111 shares; 2025Q3: 111 shares; 2025Q4: 111 shares 111 $24.8K 0.01% 0 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 264 shares 264 $24.3K 0.01% new Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62 shares; 2024Q4: 104 shares; 2025Q1: 62 shares; 2025Q2: 62 shares; 2025Q3: 62 shares; 2025Q4: 67 shares 67 $23.7K 0.01% +5 Timeline GSST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 466 shares; 2024Q4: 466 shares; 2025Q1: 466 shares; 2025Q2: 466 shares; 2025Q3: 466 shares; 2025Q4: 466 shares 466 $23.5K 0.01% 0 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 380 shares; 2025Q1: 56 shares; 2025Q2: 56 shares; 2025Q3: 56 shares; 2025Q4: 56 shares 56 $23.1K <0.01% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 422 shares; 2024Q4: 422 shares; 2025Q1: 422 shares; 2025Q2: 422 shares; 2025Q3: 422 shares; 2025Q4: 422 shares 422 $23.1K <0.01% 0 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168 shares; 2024Q4: 314 shares; 2025Q1: 168 shares; 2025Q2: 168 shares; 2025Q3: 168 shares; 2025Q4: 168 shares 168 $23K <0.01% 0 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares 100 $23K <0.01% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 360 shares; 2025Q3: 360 shares; 2025Q4: 360 shares 360 $22.9K <0.01% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 220 shares; 2025Q1: 220 shares; 2025Q2: 220 shares; 2025Q3: 332 shares; 2025Q4: 235 shares 235 $22K <0.01% -97 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 279 shares; 2025Q1: 279 shares; 2025Q2: 279 shares; 2025Q3: 300 shares; 2025Q4: 250 shares 250 $21.8K <0.01% -50 Timeline GSIE 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,581 shares; 2024Q4: 2,582 shares; 2025Q1: 2,332 shares; 2025Q2: 1,034 shares; 2025Q3: 505 shares; 2025Q4: 505 shares 505 $21.7K <0.01% 0 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 283 shares; 2024Q4: 217 shares; 2025Q1: 217 shares; 2025Q2: 217 shares; 2025Q3: 217 shares; 2025Q4: 217 shares 217 $21.7K <0.01% 0 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72 shares; 2024Q4: 72 shares; 2025Q1: 72 shares; 2025Q2: 72 shares; 2025Q3: 72 shares; 2025Q4: 72 shares 72 $21.5K <0.01% 0 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 263 shares; 2025Q4: 263 shares 263 $21.1K <0.01% 0 Timeline FSTA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 424 shares; 2024Q4: 424 shares; 2025Q1: 424 shares; 2025Q2: 424 shares; 2025Q3: 424 shares; 2025Q4: 424 shares 424 $20.9K <0.01% 0 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 107 shares; 2025Q2: 107 shares; 2025Q3: 108 shares; 2025Q4: 109 shares 109 $20.8K <0.01% +1 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162 shares; 2024Q4: 162 shares; 2025Q1: 162 shares; 2025Q2: 249 shares; 2025Q3: 162 shares; 2025Q4: 176 shares 176 $20.6K <0.01% +14 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 116 shares 116 $20.6K <0.01% +16 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98 shares; 2024Q4: 98 shares; 2025Q1: 98 shares; 2025Q2: 98 shares; 2025Q3: 98 shares; 2025Q4: 98 shares 98 $20.2K <0.01% 0 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 17 shares; 2025Q3: 23 shares; 2025Q4: 23 shares 23 $20.2K <0.01% 0 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares 50 $19.5K <0.01% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74 shares; 2024Q4: 74 shares; 2025Q1: 74 shares; 2025Q2: 74 shares; 2025Q3: 74 shares; 2025Q4: 82 shares 82 $19K <0.01% +8 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,630 shares; 2024Q4: 1,630 shares; 2025Q1: 1,630 shares; 2025Q2: 1,630 shares; 2025Q3: 1,630 shares; 2025Q4: 1,630 shares 1,630 $19K <0.01% 0 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169 shares; 2024Q4: 234 shares; 2025Q1: 234 shares; 2025Q2: 234 shares; 2025Q3: 65 shares; 2025Q4: 65 shares 65 $18.7K <0.01% 0 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209 shares; 2024Q4: 209 shares; 2025Q1: 210 shares; 2025Q2: 211 shares; 2025Q3: 211 shares; 2025Q4: 226 shares 226 $18.3K <0.01% +15 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 66 shares; 2025Q1: 66 shares; 2025Q2: 66 shares; 2025Q3: 66 shares; 2025Q4: 75 shares 75 $18.1K <0.01% +9 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69 shares; 2024Q4: 69 shares; 2025Q1: 69 shares; 2025Q2: 69 shares; 2025Q3: 69 shares; 2025Q4: 69 shares 69 $18K <0.01% 0 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 180 shares; 2025Q3: 180 shares; 2025Q4: 192 shares 192 $17.5K <0.01% +12 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189 shares; 2024Q4: 189 shares; 2025Q1: 189 shares; 2025Q2: 189 shares; 2025Q3: 189 shares; 2025Q4: 189 shares 189 $17.4K <0.01% 0 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84 shares; 2024Q4: 84 shares; 2025Q1: 84 shares; 2025Q2: 84 shares; 2025Q3: 84 shares; 2025Q4: 84 shares 84 $17.3K <0.01% 0 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares 50 $17.2K <0.01% 0 Timeline LQDH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 870 shares; 2024Q4: 870 shares; 2025Q1: 870 shares; 2025Q2: 870 shares; 2025Q3: 870 shares; 2025Q4: 174 shares 174 $16.2K <0.01% -696 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 78 shares; 2025Q1: 78 shares; 2025Q2: 78 shares; 2025Q3: 78 shares; 2025Q4: 85 shares 85 $15.8K <0.01% +7 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23 shares; 2025Q1: 23 shares; 2025Q2: 55 shares; 2025Q3: 55 shares; 2025Q4: 64 shares 64 $15.5K <0.01% +9 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90 shares; 2024Q4: 70 shares; 2025Q1: 70 shares; 2025Q2: 70 shares; 2025Q3: 70 shares; 2025Q4: 53 shares 53 $15.3K <0.01% -17 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 3 shares; 2025Q4: 3 shares 3 $15.2K <0.01% 0 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 288 shares; 2024Q4: 288 shares; 2025Q1: 288 shares; 2025Q2: 288 shares; 2025Q3: 99 shares; 2025Q4: 99 shares 99 $15.1K <0.01% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 476 shares; 2024Q4: 507 shares; 2025Q1: 247 shares; 2025Q2: 247 shares; 2025Q3: 59 shares; 2025Q4: 66 shares 66 $15.1K <0.01% +7 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 173 shares; 2024Q4: 173 shares; 2025Q1: 173 shares; 2025Q2: 173 shares; 2025Q3: 173 shares; 2025Q4: 173 shares 173 $15.1K <0.01% 0 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 351 shares; 2024Q4: 351 shares; 2025Q1: 351 shares; 2025Q2: 351 shares; 2025Q3: 351 shares; 2025Q4: 351 shares 351 $15K <0.01% 0 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175 shares; 2024Q4: 255 shares; 2025Q1: 175 shares; 2025Q2: 175 shares; 2025Q3: 175 shares; 2025Q4: 175 shares 175 $15K <0.01% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53 shares; 2024Q4: 53 shares; 2025Q1: 53 shares; 2025Q2: 53 shares; 2025Q3: 53 shares; 2025Q4: 57 shares 57 $15K <0.01% +4 Timeline BC BRUNSWICK CORP More: the full row for BRUNSWICK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 267 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares 200 $14.8K <0.01% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 320 shares; 2024Q4: 378 shares; 2025Q1: 378 shares; 2025Q2: 293 shares; 2025Q3: 235 shares; 2025Q4: 271 shares 271 $14.5K <0.01% +36 Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares 300 $14.4K <0.01% 0 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 137 shares; 2025Q3: 137 shares; 2025Q4: 137 shares 137 $14.2K <0.01% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 638 shares; 2024Q4: 638 shares; 2025Q1: 638 shares; 2025Q2: 578 shares; 2025Q3: 228 shares; 2025Q4: 254 shares 254 $13.7K <0.01% +26 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35 shares; 2024Q4: 85 shares; 2025Q1: 68 shares; 2025Q2: 35 shares; 2025Q3: 35 shares; 2025Q4: 39 shares 39 $13.7K <0.01% +4 Timeline EAOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 69 shares; 2025Q2: 200 shares; 2025Q3: 329 shares; 2025Q4: 329 shares 329 $13.6K <0.01% 0 Timeline VMO INVESCO MUN OPPORTUNIT TR More: the full row for INVESCO MUN OPPORTUNIT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,411 shares; 2024Q4: 1,411 shares; 2025Q1: 1,411 shares; 2025Q2: 1,411 shares; 2025Q3: 1,411 shares; 2025Q4: 1,411 shares 1,411 $13.5K <0.01% 0 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,069 shares; 2024Q4: 1,069 shares; 2025Q1: 1,069 shares; 2025Q2: 1,069 shares; 2025Q3: 1,069 shares; 2025Q4: 1,069 shares 1,069 $13.4K <0.01% 0 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 206 shares; 2024Q4: 206 shares; 2025Q1: 206 shares; 2025Q2: 206 shares; 2025Q3: 206 shares; 2025Q4: 227 shares 227 $13.3K <0.01% +21 Timeline BLACKROCK MUNI INCOME TR II BLACKROCK MUNI INCOME TR II More: the full row for BLACKROCK MUNI INCOME TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,264 shares; 2024Q4: 1,264 shares; 2025Q1: 1,264 shares; 2025Q2: 1,264 shares; 2025Q3: 1,264 shares; 2025Q4: 1,264 shares 1,264 $13.2K <0.01% 0 STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares 100 $12.9K <0.01% 0 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107 shares; 2024Q4: 107 shares; 2025Q1: 107 shares; 2025Q2: 107 shares; 2025Q3: 107 shares; 2025Q4: 107 shares 107 $12.8K <0.01% 0 Timeline PMO FRANKLIN MUN OPPORTUNITIES T More: the full row for FRANKLIN MUN OPPORTUNITIES T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,191 shares; 2024Q4: 1,191 shares; 2025Q1: 1,191 shares; 2025Q2: 1,191 shares; 2025Q3: 1,191 shares; 2025Q4: 1,191 shares 1,191 $12.7K <0.01% 0 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 102 shares; 2025Q2: 103 shares; 2025Q3: 104 shares; 2025Q4: 105 shares 105 $12.6K <0.01% +1 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122 shares; 2024Q4: 122 shares; 2025Q1: 122 shares; 2025Q2: 122 shares; 2025Q3: 122 shares; 2025Q4: 122 shares 122 $12.6K <0.01% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 865 shares; 2024Q4: 957 shares; 2025Q1: 876 shares; 2025Q2: 879 shares; 2025Q3: 882 shares; 2025Q4: 950 shares 950 $12.5K <0.01% +68 Timeline KBE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares 200 $12.1K <0.01% 0 Timeline FXD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177 shares; 2024Q4: 177 shares; 2025Q1: 177 shares; 2025Q2: 177 shares; 2025Q3: 177 shares; 2025Q4: 177 shares 177 $12.1K <0.01% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66 shares; 2024Q4: 66 shares; 2025Q1: 66 shares; 2025Q2: 66 shares; 2025Q3: 66 shares; 2025Q4: 77 shares 77 $11.9K <0.01% +11 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18 shares; 2024Q4: 92 shares; 2025Q1: 92 shares; 2025Q2: 52 shares; 2025Q3: 52 shares; 2025Q4: 62 shares 62 $11.4K <0.01% +10 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 592 shares; 2024Q4: 592 shares; 2025Q1: 592 shares; 2025Q2: 592 shares; 2025Q3: 592 shares; 2025Q4: 592 shares 592 $11.3K <0.01% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81 shares; 2024Q4: 79 shares; 2025Q1: 79 shares; 2025Q2: 79 shares; 2025Q3: 79 shares; 2025Q4: 74 shares 74 $11K <0.01% -5 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69 shares; 2024Q4: 69 shares; 2025Q1: 29 shares; 2025Q2: 29 shares; 2025Q3: 29 shares; 2025Q4: 34 shares 34 $10.6K <0.01% +5 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36 shares; 2025Q1: 31 shares; 2025Q2: 31 shares; 2025Q3: 31 shares; 2025Q4: 36 shares 36 $10.6K <0.01% +5 Timeline MFDX PIMCO EQUITY SER More: the full row for PIMCO EQUITY SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 268 shares; 2025Q2: 270 shares; 2025Q3: 273 shares; 2025Q4: 274 shares 274 $10.5K <0.01% +1 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114 shares; 2024Q4: 148 shares; 2025Q1: 136 shares; 2025Q2: 135 shares; 2025Q3: 135 shares; 2025Q4: 128 shares 128 $10.5K <0.01% -7 Timeline EAOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103 shares; 2024Q4: 103 shares; 2025Q1: 146 shares; 2025Q2: 146 shares; 2025Q3: 146 shares; 2025Q4: 295 shares 295 $10.4K <0.01% +149 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares 100 $10.2K <0.01% 0 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 799 shares; 2024Q4: 799 shares; 2025Q1: 799 shares; 2025Q2: 799 shares; 2025Q3: 799 shares; 2025Q4: 799 shares 799 $10.1K <0.01% 0 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,066 shares; 2024Q4: 644 shares; 2025Q1: 99 shares; 2025Q2: 98 shares; 2025Q3: 98 shares; 2025Q4: 98 shares 98 $10.1K <0.01% 0 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72 shares; 2024Q4: 72 shares; 2025Q1: 72 shares; 2025Q2: 72 shares; 2025Q3: 72 shares; 2025Q4: 72 shares 72 $10K <0.01% 0 Timeline BLACKROCK MUNIVEST FUND BLACKROCK MUNIVEST FUND More: the full row for BLACKROCK MUNIVEST FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,433 shares; 2024Q4: 1,433 shares; 2025Q1: 1,433 shares; 2025Q2: 1,433 shares; 2025Q3: 1,433 shares; 2025Q4: 1,433 shares 1,433 $9.93K <0.01% 0 HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 54 shares; 2025Q3: 54 shares; 2025Q4: 54 shares 54 $9.83K <0.01% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38 shares; 2024Q4: 38 shares; 2025Q1: 38 shares; 2025Q2: 38 shares; 2025Q3: 38 shares; 2025Q4: 47 shares 47 $9.81K <0.01% +9 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90 shares; 2024Q4: 90 shares; 2025Q1: 90 shares; 2025Q2: 90 shares; 2025Q3: 90 shares; 2025Q4: 100 shares 100 $9.78K <0.01% +10 Timeline BETA BETA TECHNOLOGIES INC More: the full row for BETA TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 340 shares 340 $9.59K <0.01% new Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62 shares; 2024Q4: 29 shares; 2025Q1: 29 shares; 2025Q2: 29 shares; 2025Q3: 29 shares; 2025Q4: 35 shares 35 $9.49K <0.01% +6 Timeline CXE MFS HIGH INCOME MUN TR More: the full row for MFS HIGH INCOME MUN TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,517 shares; 2024Q4: 2,517 shares; 2025Q1: 2,517 shares; 2025Q2: 2,517 shares; 2025Q3: 2,517 shares; 2025Q4: 2,517 shares 2,517 $9.31K <0.01% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67 shares; 2024Q4: 67 shares; 2025Q1: 67 shares; 2025Q2: 67 shares; 2025Q3: 67 shares; 2025Q4: 67 shares 67 $9.24K <0.01% 0 Timeline BHB BAR HBR BANKSHARES More: the full row for BAR HBR BANKSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137 shares; 2024Q4: 137 shares; 2025Q1: 137 shares; 2025Q2: 312 shares; 2025Q3: 2,427 shares; 2025Q4: 290 shares 290 $9.01K <0.01% -2,137 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 120 shares; 2025Q1: 120 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares 100 $8.99K <0.01% 0 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125 shares; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 125 shares 125 $8.87K <0.01% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90 shares; 2024Q4: 90 shares; 2025Q1: 90 shares; 2025Q2: 90 shares; 2025Q3: 90 shares; 2025Q4: 51 shares 51 $8.85K <0.01% -39 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 229 shares; 2024Q4: 245 shares; 2025Q1: 120 shares; 2025Q2: 120 shares; 2025Q3: 120 shares; 2025Q4: 50 shares 50 $8.78K <0.01% -70 Timeline KRBN KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 393 shares; 2024Q4: 393 shares; 2025Q1: 393 shares; 2025Q2: 248 shares; 2025Q3: 248 shares; 2025Q4: 248 shares 248 $8.78K <0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105 shares; 2024Q4: 105 shares; 2025Q1: 105 shares; 2025Q2: 105 shares; 2025Q3: 105 shares; 2025Q4: 105 shares 105 $8.61K <0.01% 0 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares 250 $8.38K <0.01% 0 Timeline EAOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 276 shares; 2024Q4: 276 shares; 2025Q1: 276 shares; 2025Q2: 276 shares; 2025Q3: 276 shares; 2025Q4: 276 shares 276 $8.29K <0.01% 0 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 188 shares; 2024Q4: 309 shares; 2025Q1: 188 shares; 2025Q2: 188 shares; 2025Q3: 188 shares; 2025Q4: 188 shares 188 $8.2K <0.01% 0 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84 shares; 2024Q4: 84 shares; 2025Q1: 84 shares; 2025Q2: 84 shares; 2025Q3: 84 shares; 2025Q4: 84 shares 84 $8.13K <0.01% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14 shares; 2025Q1: 14 shares; 2025Q2: 14 shares; 2025Q3: 14 shares; 2025Q4: 17 shares 17 $7.97K <0.01% +3 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 12 shares 12 $7.95K <0.01% +4 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162 shares; 2024Q4: 162 shares; 2025Q1: 162 shares; 2025Q2: 162 shares; 2025Q3: 162 shares; 2025Q4: 162 shares 162 $7.8K <0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14 shares; 2025Q1: 14 shares; 2025Q2: 14 shares; 2025Q3: 14 shares; 2025Q4: 17 shares 17 $7.71K <0.01% +3 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39 shares; 2024Q4: 39 shares; 2025Q1: 39 shares; 2025Q2: 39 shares; 2025Q3: 39 shares; 2025Q4: 39 shares 39 $7.61K <0.01% 0 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39 shares; 2024Q4: 39 shares; 2025Q1: 39 shares; 2025Q2: 39 shares; 2025Q3: 39 shares; 2025Q4: 39 shares 39 $7.55K <0.01% 0 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 79 shares; 2025Q1: 79 shares; 2025Q2: 158 shares; 2025Q3: 158 shares; 2025Q4: 186 shares 186 $7.46K <0.01% +28 Timeline BLACKROCK CALIFORNIA MUNICI… BLACKROCK CALIFORNIA MUNICIPAL More: the full row for BLACKROCK CALIFORNIA MUNICIPAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 691 shares; 2024Q4: 691 shares; 2025Q1: 691 shares; 2025Q2: 691 shares; 2025Q3: 691 shares; 2025Q4: 691 shares 691 $7.42K <0.01% 0 AOK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193 shares; 2024Q4: 193 shares; 2025Q1: 183 shares; 2025Q2: 183 shares; 2025Q3: 183 shares; 2025Q4: 183 shares 183 $7.34K <0.01% 0 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85 shares; 2024Q4: 85 shares; 2025Q1: 85 shares; 2025Q2: 85 shares; 2025Q3: 85 shares; 2025Q4: 85 shares 85 $6.74K <0.01% 0 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 9 shares; 2025Q4: 11 shares 11 $6.5K <0.01% +2 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 220 shares; 2024Q4: 239 shares; 2025Q1: 54 shares; 2025Q2: 54 shares; 2025Q3: 35 shares; 2025Q4: 20 shares 20 $6.48K <0.01% -15 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 20 shares 20 $6.4K <0.01% 0 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28 shares; 2024Q4: 34 shares; 2025Q1: 34 shares; 2025Q2: 34 shares; 2025Q3: 28 shares; 2025Q4: 34 shares 34 $6.39K <0.01% +6 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25 shares; 2024Q4: 145 shares; 2025Q1: 100 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 37 shares 37 $6.33K <0.01% +12 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 15 shares 15 $6.29K <0.01% 0 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13 shares; 2025Q1: 13 shares; 2025Q2: 13 shares; 2025Q3: 13 shares; 2025Q4: 16 shares 16 $6.13K <0.01% +3 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 503 shares; 2024Q4: 323 shares; 2025Q1: 323 shares; 2025Q2: 128 shares; 2025Q3: 128 shares; 2025Q4: 128 shares 128 $6.11K <0.01% 0 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 48 shares; 2025Q4: 46 shares 46 $6K <0.01% -2 Timeline APLE APPLE HOSPITALITY REIT INC More: the full row for APPLE HOSPITALITY REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares 500 $5.92K <0.01% 0 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17 shares; 2025Q1: 17 shares; 2025Q2: 17 shares; 2025Q3: 17 shares; 2025Q4: 20 shares 20 $5.92K <0.01% +3 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87 shares; 2024Q4: 33 shares; 2025Q1: 33 shares; 2025Q2: 33 shares; 2025Q3: 33 shares; 2025Q4: 49 shares 49 $5.87K <0.01% +16 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 70 shares; 2025Q4: 70 shares 70 $5.65K <0.01% 0 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares 250 $5.59K <0.01% 0 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75 shares; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 75 shares 75 $5.54K <0.01% 0 Timeline MLKN MILLERKNOLL INC More: the full row for MILLERKNOLL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares 300 $5.48K <0.01% 0 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67 shares; 2024Q4: 67 shares; 2025Q1: 67 shares; 2025Q2: 67 shares; 2025Q3: 67 shares; 2025Q4: 97 shares 97 $5.47K <0.01% +30 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 66 shares 66 $5.39K <0.01% +26 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,170 shares; 2024Q4: 1,170 shares; 2025Q1: 1,125 shares; 2025Q2: 1,125 shares; 2025Q3: 75 shares; 2025Q4: 75 shares 75 $5.26K <0.01% 0 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38 shares; 2024Q4: 38 shares; 2025Q1: 38 shares; 2025Q2: 38 shares; 2025Q3: 38 shares; 2025Q4: 38 shares 38 $5.24K <0.01% 0 Timeline FENY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209 shares; 2024Q4: 209 shares; 2025Q1: 209 shares; 2025Q2: 209 shares; 2025Q3: 209 shares; 2025Q4: 209 shares 209 $5.18K <0.01% 0 Timeline BGRN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108 shares; 2024Q4: 108 shares; 2025Q1: 108 shares; 2025Q2: 108 shares; 2025Q3: 108 shares; 2025Q4: 108 shares 108 $5.17K <0.01% 0 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16 shares; 2024Q4: 36 shares; 2025Q1: 16 shares; 2025Q2: 16 shares; 2025Q3: 16 shares; 2025Q4: 16 shares 16 $5.17K <0.01% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18 shares 18 $5.14K <0.01% new Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28 shares; 2024Q4: 75 shares; 2025Q1: 28 shares; 2025Q2: 28 shares; 2025Q3: 28 shares; 2025Q4: 28 shares 28 $5.07K <0.01% 0 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 419 shares; 2024Q4: 419 shares; 2025Q1: 419 shares; 2025Q2: 419 shares; 2025Q3: 419 shares; 2025Q4: 419 shares 419 $5.04K <0.01% 0 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 8 shares 8 $4.98K <0.01% 0 Timeline FTS FORTIS INC More: the full row for FORTIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91 shares; 2024Q4: 91 shares; 2025Q1: 91 shares; 2025Q2: 91 shares; 2025Q3: 91 shares; 2025Q4: 91 shares 91 $4.73K <0.01% 0 Timeline MMYT MAKEMYTRIP LIMITED MAURITIUS More: the full row for MAKEMYTRIP LIMITED MAURITIUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 55 shares; 2025Q2: 55 shares; 2025Q3: 55 shares; 2025Q4: 55 shares 55 $4.52K <0.01% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25 shares 25 $4.44K <0.01% new Timeline BLACKROCK MUNIYIELD FUND BLACKROCK MUNIYIELD FUND More: the full row for BLACKROCK MUNIYIELD FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 421 shares; 2024Q4: 421 shares; 2025Q1: 421 shares; 2025Q2: 421 shares; 2025Q3: 421 shares; 2025Q4: 421 shares 421 $4.42K <0.01% 0 EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares 100 $4.38K <0.01% 0 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66 shares; 2024Q4: 66 shares; 2025Q1: 66 shares; 2025Q2: 66 shares; 2025Q3: 66 shares; 2025Q4: 66 shares 66 $4.21K <0.01% 0 Timeline PMM FRANKLIN MANAGED MUN INCOME More: the full row for FRANKLIN MANAGED MUN INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 670 shares; 2024Q4: 670 shares; 2025Q1: 670 shares; 2025Q2: 670 shares; 2025Q3: 670 shares; 2025Q4: 670 shares 670 $4.2K <0.01% 0 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48 shares; 2024Q4: 48 shares; 2025Q1: 48 shares; 2025Q2: 48 shares; 2025Q3: 48 shares; 2025Q4: 48 shares 48 $4.14K <0.01% 0 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 38 shares; 2025Q1: 38 shares; 2025Q2: 38 shares; 2025Q3: 38 shares; 2025Q4: 53 shares 53 $4.06K <0.01% +15 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 82 shares 82 $3.98K <0.01% new Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54 shares; 2024Q4: 84 shares; 2025Q1: 54 shares; 2025Q2: 54 shares; 2025Q3: 54 shares; 2025Q4: 54 shares 54 $3.97K <0.01% 0 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares 200 $3.94K <0.01% 0 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96 shares; 2024Q4: 96 shares; 2025Q1: 96 shares; 2025Q2: 96 shares; 2025Q3: 96 shares; 2025Q4: 96 shares 96 $3.87K <0.01% 0 Timeline BLACKROCK MUNIYEILD QUALITY… BLACKROCK MUNIYEILD QUALITY FU More: the full row for BLACKROCK MUNIYEILD QUALITY FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 383 shares; 2024Q4: 383 shares; 2025Q1: 383 shares; 2025Q2: 383 shares; 2025Q3: 383 shares; 2025Q4: 383 shares 383 $3.85K <0.01% 0 FMN FEDERATED HERMES PREM MUNI I More: the full row for FEDERATED HERMES PREM MUNI I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 333 shares; 2024Q4: 333 shares; 2025Q1: 333 shares; 2025Q2: 333 shares; 2025Q3: 333 shares; 2025Q4: 333 shares 333 $3.7K <0.01% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17 shares 17 $3.64K <0.01% new Timeline WELLS FARGO & CO WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 3 shares 3 $3.64K <0.01% 0 IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55 shares; 2024Q4: 55 shares; 2025Q1: 55 shares; 2025Q2: 55 shares; 2025Q3: 215 shares; 2025Q4: 55 shares 55 $3.58K <0.01% -160 Timeline BLACKROCK MUNIVEST FUND II BLACKROCK MUNIVEST FUND II More: the full row for BLACKROCK MUNIVEST FUND II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 319 shares; 2024Q4: 319 shares; 2025Q1: 319 shares; 2025Q2: 319 shares; 2025Q3: 319 shares; 2025Q4: 319 shares 319 $3.45K <0.01% 0 FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 42 shares; 2025Q1: 42 shares; 2025Q2: 42 shares; 2025Q3: 42 shares; 2025Q4: 67 shares 67 $3.4K <0.01% +25 Timeline VKI INVESCO ADVANTAGE MUN INCOME More: the full row for INVESCO ADVANTAGE MUN INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 364 shares; 2024Q4: 364 shares; 2025Q1: 364 shares; 2025Q2: 364 shares; 2025Q3: 364 shares; 2025Q4: 364 shares 364 $3.32K <0.01% 0 Timeline VGM INVESCO TR INVT GRADE MUNS More: the full row for INVESCO TR INVT GRADE MUNS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 320 shares; 2024Q4: 320 shares; 2025Q1: 320 shares; 2025Q2: 320 shares; 2025Q3: 320 shares; 2025Q4: 320 shares 320 $3.32K <0.01% 0 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 70 shares; 2025Q3: 35 shares; 2025Q4: 35 shares 35 $3.29K <0.01% 0 Timeline RGR STURM RUGER & CO INC More: the full row for STURM RUGER & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares 100 $3.27K <0.01% 0 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 3 shares 3 $3.21K <0.01% 0 Timeline OLN OLIN CORP More: the full row for OLIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares 150 $3.12K <0.01% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12 shares; 2025Q4: 26 shares 26 $3.02K <0.01% +14 Timeline CMU MFS HIGH YIELD MUN TR More: the full row for MFS HIGH YIELD MUN TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 844 shares; 2024Q4: 844 shares; 2025Q1: 844 shares; 2025Q2: 844 shares; 2025Q3: 844 shares; 2025Q4: 844 shares 844 $2.96K <0.01% 0 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74 shares; 2024Q4: 54 shares; 2025Q1: 54 shares; 2025Q2: 54 shares; 2025Q3: 54 shares; 2025Q4: 22 shares 22 $2.77K <0.01% -32 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: 10 shares 10 $2.75K <0.01% +3 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75 shares; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 75 shares 75 $2.61K <0.01% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12 shares 12 $2.6K <0.01% new Timeline FTRE FORTREA HLDGS INC More: the full row for FORTREA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares 150 $2.59K <0.01% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 45 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6 shares 6 $2.56K <0.01% new Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 12 shares 12 $2.51K <0.01% 0 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 219 shares; 2025Q4: 12 shares 12 $2.43K <0.01% -207 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186 shares; 2024Q4: 186 shares; 2025Q1: 186 shares; 2025Q2: 186 shares; 2025Q3: 217 shares; 2025Q4: 190 shares 190 $2.37K <0.01% -27 Timeline CRBN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares 10 $2.31K <0.01% 0 Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares 100 $2.23K <0.01% 0 Timeline XPCQX PIMCO CALIF MUN INCOME FD More: the full row for PIMCO CALIF MUN INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 252 shares; 2025Q4: 252 shares 252 $2.2K <0.01% 0 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 40 shares 40 $2.1K <0.01% 0 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12 shares 12 $2.08K <0.01% new Timeline HOG HARLEY DAVIDSON INC More: the full row for HARLEY DAVIDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 100 shares; 2025Q3: 559 shares; 2025Q4: 100 shares 100 $2.05K <0.01% -459 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11 shares 11 $2.04K <0.01% new Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3 shares 3 $2.02K <0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5 shares 5 $1.95K <0.01% new Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40 shares 40 $1.87K <0.01% new Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: not reported; 2025Q4: 12 shares 12 $1.84K <0.01% new Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14 shares 14 $1.79K <0.01% new Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6 shares 6 $1.73K <0.01% new Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10 shares; 2025Q4: 18 shares 18 $1.72K <0.01% +8 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 8 shares; 2025Q4: 8 shares 8 $1.71K <0.01% 0 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17 shares 17 $1.7K <0.01% new Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 450 shares; 2024Q4: 425 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6 shares 6 $1.64K <0.01% new Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18 shares 18 $1.57K <0.01% new Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 37 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16 shares 16 $1.54K <0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3 shares 3 $1.53K <0.01% new Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 2 shares; 2025Q4: 2 shares 2 $1.53K <0.01% 0 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12 shares 12 $1.53K <0.01% new Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50 shares; 2025Q4: 50 shares 50 $1.53K <0.01% 0 Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares 200 $1.5K <0.01% 0 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23 shares; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: 7 shares 7 $1.46K <0.01% 0 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9 shares 9 $1.45K <0.01% new Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3 shares; 2025Q4: 7 shares 7 $1.42K <0.01% +4 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 114 shares; 2025Q1: 114 shares; 2025Q2: 114 shares; 2025Q3: not reported; 2025Q4: 16 shares 16 $1.41K <0.01% new Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3 shares 3 $1.41K <0.01% new Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: not reported; 2025Q4: 24 shares 24 $1.41K <0.01% new Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3 shares 3 $1.4K <0.01% new Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5 shares 5 $1.4K <0.01% new Timeline FWONK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14 shares; 2025Q1: 14 shares; 2025Q2: 14 shares; 2025Q3: 14 shares; 2025Q4: 14 shares 14 $1.38K <0.01% 0 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28 shares 28 $1.38K <0.01% new Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5 shares 5 $1.3K <0.01% new Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7 shares 7 $1.3K <0.01% new Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15 shares 15 $1.28K <0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4 shares 4 $1.25K <0.01% new Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 52 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6 shares 6 $1.25K <0.01% new Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54 shares; 2024Q4: 144 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23 shares 23 $1.24K <0.01% new Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 73 shares; 2025Q1: 73 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8 shares 8 $1.24K <0.01% new Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 223 shares; 2024Q4: 223 shares; 2025Q1: 223 shares; 2025Q2: 211 shares; 2025Q3: 7 shares; 2025Q4: 42 shares 42 $1.21K <0.01% +35 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12 shares 12 $1.17K <0.01% new Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8 shares 8 $1.16K <0.01% new Timeline DLB DOLBY LABORATORIES INC More: the full row for DOLBY LABORATORIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18 shares; 2025Q1: 18 shares; 2025Q2: 18 shares; 2025Q3: 18 shares; 2025Q4: 18 shares 18 $1.16K <0.01% 0 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5 shares 5 $1.13K <0.01% new Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7 shares 7 $1.13K <0.01% new Timeline IONS IONIS PHARMACEUTICALS INC More: the full row for IONIS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14 shares; 2025Q1: 14 shares; 2025Q2: 14 shares; 2025Q3: 14 shares; 2025Q4: 14 shares 14 $1.11K <0.01% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 14 shares 14 $1.11K <0.01% -86 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5 shares 5 $1.08K <0.01% new Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12 shares 12 $1.05K <0.01% new Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23 shares 23 $1.05K <0.01% new Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 147 shares; 2025Q1: 147 shares; 2025Q2: 147 shares; 2025Q3: not reported; 2025Q4: 17 shares 17 $1.02K <0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9 shares 9 $1.02K <0.01% new Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2 shares; 2025Q4: 3 shares 3 $1.01K <0.01% +1 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15 shares 15 $1K <0.01% new Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 210 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10 shares 10 $992 <0.01% new Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9 shares 9 $992 <0.01% new Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7 shares 7 $950 <0.01% new Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24 shares 24 $921 <0.01% new Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4 shares 4 $905 <0.01% new Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13 shares 13 $902 <0.01% new Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4 shares 4 $902 <0.01% new Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5 shares 5 $901 <0.01% new Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8 shares 8 $876 <0.01% new Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11 shares 11 $874 <0.01% new Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9 shares 9 $874 <0.01% new Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3 shares 3 $862 <0.01% new Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6 shares; 2025Q4: 6 shares 6 $827 <0.01% 0 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156 shares; 2024Q4: 156 shares; 2025Q1: 156 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4 shares 4 $776 <0.01% new Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 54 shares; 2025Q4: 6 shares 6 $774 <0.01% -48 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3 shares 3 $768 <0.01% new Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5 shares 5 $756 <0.01% new Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7 shares 7 $735 <0.01% new Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4 shares 4 $689 <0.01% new Timeline JHI HANCOCK JOHN INVS TR More: the full row for HANCOCK JOHN INVS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares 50 $684 <0.01% 0 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8 shares 8 $682 <0.01% new Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50 shares; 2025Q4: 18 shares 18 $666 <0.01% -32 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4 shares 4 $651 <0.01% new Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4 shares 4 $651 <0.01% new Timeline BIPC BROOKFIELD INFRASTRUCTURE CO More: the full row for BROOKFIELD INFRASTRUCTURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: 7 shares 7 $318 <0.01% 0 Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21 shares; 2024Q4: 21 shares; 2025Q1: 21 shares; 2025Q2: 21 shares; 2025Q3: 21 shares; 2025Q4: 11 shares 11 $292 <0.01% -10 Timeline FWONA LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares 2 $179 <0.01% 0 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,020 shares; 2024Q4: 412 shares; 2025Q1: 136 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares 1 $92 <0.01% 0 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 331 shares; 2024Q4: 281 shares; 2025Q1: 51 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares 1 $78 <0.01% 0 Timeline CNDT CONDUENT INC More: the full row for CONDUENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 40 shares 40 $77 <0.01% 0 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 1 shares 1 $61 <0.01% -19 Timeline