APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 361,634 shares; 2024Q2: 349,134 shares; 2024Q3: 331,924 shares; 2024Q4: 239,616 shares; 2025Q1: 109,616 shares 109,616 $29M 10.51% -130,000 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 26,829 shares; 2024Q2: 27,176 shares; 2024Q3: 25,679 shares; 2024Q4: 27,991 shares; 2025Q1: 28,194 shares 28,194 $13.2M 4.78% +203 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 28,076 shares; 2024Q2: 28,181 shares; 2024Q3: 26,348 shares; 2024Q4: 26,925 shares; 2025Q1: 27,063 shares 27,063 $10.2M 3.68% +138 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 11,615 shares; 2024Q2: 12,009 shares; 2024Q3: 11,939 shares; 2024Q4: 12,193 shares; 2025Q1: 13,642 shares 13,642 $7.61M 2.75% +1,449 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 31,223 shares; 2024Q2: 31,346 shares; 2024Q3: 28,828 shares; 2024Q4: 31,110 shares; 2025Q1: 31,429 shares 31,429 $6.96M 2.52% +319 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,166 shares; 2024Q2: 61,000 shares; 2024Q3: 58,090 shares; 2024Q4: 60,176 shares; 2025Q1: 60,273 shares 60,273 $6.56M 2.37% +97 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 30,699 shares; 2024Q2: 30,614 shares; 2024Q3: 28,897 shares; 2024Q4: 32,994 shares; 2025Q1: 32,552 shares 32,552 $6.54M 2.36% -442 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,718 shares; 2024Q2: 3,724 shares; 2024Q3: 37,285 shares; 2024Q4: 37,796 shares; 2025Q1: 37,590 shares 37,590 $6.31M 2.28% -206 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 41,559 shares; 2024Q2: 41,709 shares; 2024Q3: 42,859 shares; 2024Q4: 47,359 shares; 2025Q1: 95,566 shares 95,566 $5.5M 1.99% +48,207 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,606 shares; 2024Q2: 6,916 shares; 2024Q3: 7,166 shares; 2024Q4: 7,569 shares; 2025Q1: 7,846 shares 7,846 $4.15M 1.5% +277 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 39,336 shares; 2024Q2: 48,221 shares; 2024Q3: 48,694 shares; 2024Q4: 59,155 shares; 2025Q1: 76,598 shares 76,598 $3.98M 1.44% +17,443 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 10,646 shares; 2024Q2: 11,486 shares; 2024Q3: 10,861 shares; 2024Q4: 11,368 shares; 2025Q1: 13,332 shares 13,332 $3.26M 1.18% +1,964 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 75,323 shares; 2024Q2: 75,227 shares; 2024Q3: 75,245 shares; 2024Q4: 75,411 shares; 2025Q1: 77,927 shares 77,927 $3.17M 1.15% +2,516 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 15,358 shares; 2024Q2: 15,708 shares; 2024Q3: 14,033 shares; 2024Q4: 14,033 shares; 2025Q1: 14,033 shares 14,033 $3.12M 1.13% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 32,352 shares; 2024Q2: 32,352 shares; 2024Q3: 32,352 shares; 2024Q4: 33,626 shares; 2025Q1: 35,543 shares 35,543 $3.11M 1.13% +1,917 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,065 shares; 2024Q2: 1,065 shares; 2024Q3: 1,065 shares; 2024Q4: 1,130 shares; 2025Q1: 36,451 shares 36,451 $2.99M 1.08% +35,321 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,207 shares; 2024Q2: 6,882 shares; 2024Q3: 6,810 shares; 2024Q4: 9,428 shares; 2025Q1: 10,210 shares 10,210 $2.94M 1.06% +782 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 13,322 shares; 2024Q2: 13,445 shares; 2024Q3: 13,145 shares; 2024Q4: 13,638 shares; 2025Q1: 13,834 shares 13,834 $2.88M 1.04% +196 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 19,426 shares; 2024Q2: 19,426 shares; 2024Q3: 16,526 shares; 2024Q4: 16,176 shares; 2025Q1: 16,176 shares 16,176 $2.81M 1.02% 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 9,361 shares; 2024Q2: 9,835 shares; 2024Q3: 9,835 shares; 2024Q4: 9,835 shares; 2025Q1: 9,677 shares 9,677 $2.64M 0.95% -158 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,142 shares; 2024Q2: 3,159 shares; 2024Q3: 3,356 shares; 2024Q4: 3,395 shares; 2025Q1: 3,752 shares 3,752 $2.52M 0.91% +357 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 23,360 shares; 2024Q2: 23,454 shares; 2024Q3: 22,145 shares; 2024Q4: 17,315 shares; 2025Q1: 17,281 shares 17,281 $2.52M 0.91% -34 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 55,011 shares; 2024Q2: 110,058 shares; 2024Q3: 99,558 shares; 2024Q4: 99,578 shares; 2025Q1: 79,092 shares 79,092 $2.43M 0.88% -20,486 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 7,362 shares; 2024Q2: 7,367 shares; 2024Q3: 6,647 shares; 2024Q4: 6,741 shares; 2025Q1: 6,631 shares 6,631 $2.42M 0.87% -110 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 36,500 shares; 2024Q2: 36,850 shares; 2024Q3: 36,800 shares; 2024Q4: 37,144 shares; 2025Q1: 23,935 shares 23,935 $2.37M 0.86% -13,209 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 26,572 shares; 2024Q2: 25,977 shares; 2024Q3: 25,297 shares; 2024Q4: 25,297 shares; 2025Q1: 25,295 shares 25,295 $2.36M 0.86% -2 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 22,713 shares; 2024Q2: 22,713 shares; 2024Q3: 21,658 shares; 2024Q4: 24,240 shares; 2025Q1: 25,558 shares 25,558 $2.28M 0.82% +1,318 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 14,656 shares; 2024Q2: 14,821 shares; 2024Q3: 13,251 shares; 2024Q4: 13,934 shares; 2025Q1: 14,614 shares 14,614 $2.26M 0.82% +680 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,184 shares; 2024Q2: 6,507 shares; 2024Q3: 5,469 shares; 2024Q4: 5,774 shares; 2025Q1: 6,477 shares 6,477 $2.26M 0.82% +703 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 11,180 shares; 2024Q2: 11,900 shares; 2024Q3: 8,950 shares; 2024Q4: 10,217 shares; 2025Q1: 11,228 shares 11,228 $2.14M 0.77% +1,011 Timeline PDP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 17,388 shares; 2024Q2: 17,388 shares; 2024Q3: 16,996 shares; 2024Q4: 18,896 shares; 2025Q1: 19,621 shares 19,621 $1.96M 0.71% +725 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 19,375 shares; 2024Q2: 19,375 shares; 2024Q3: 19,375 shares; 2024Q4: 19,375 shares; 2025Q1: 18,551 shares 18,551 $1.9M 0.69% -824 Timeline PJP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 19,629 shares; 2024Q2: 19,631 shares; 2024Q3: 19,631 shares; 2024Q4: 21,976 shares; 2025Q1: 21,142 shares 21,142 $1.83M 0.66% -834 Timeline FDUS FIDUS INVT CORP More: the full row for FIDUS INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 87,456 shares; 2024Q2: 88,054 shares; 2024Q3: 87,954 shares; 2024Q4: 87,954 shares; 2025Q1: 87,954 shares 87,954 $1.8M 0.65% 0 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 41,330 shares; 2024Q2: 42,778 shares; 2024Q3: 43,428 shares; 2024Q4: 45,302 shares; 2025Q1: 45,902 shares 45,902 $1.73M 0.63% +600 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,027 shares; 2024Q2: 1,027 shares; 2024Q3: 1,142 shares; 2024Q4: 1,947 shares; 2025Q1: 2,068 shares 2,068 $1.71M 0.62% +121 Timeline CVY INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 59,308 shares; 2024Q2: 58,538 shares; 2024Q3: 58,037 shares; 2024Q4: 66,548 shares; 2025Q1: 66,548 shares 66,548 $1.69M 0.61% 0 Timeline INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 29,467 shares; 2024Q2: 29,267 shares; 2024Q3: 29,267 shares; 2024Q4: 29,267 shares; 2025Q1: 29,265 shares 29,265 $1.65M 0.6% -2 EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 43,374 shares; 2024Q2: 43,381 shares; 2024Q3: 43,380 shares; 2024Q4: 43,381 shares; 2025Q1: 43,381 shares 43,381 $1.63M 0.59% 0 Timeline FCG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 77,639 shares; 2024Q2: 77,641 shares; 2024Q3: 72,290 shares; 2024Q4: 72,182 shares; 2025Q1: 62,717 shares 62,717 $1.56M 0.56% -9,465 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 10,711 shares; 2024Q2: 10,681 shares; 2024Q3: 9,571 shares; 2024Q4: 9,521 shares; 2025Q1: 9,521 shares 9,521 $1.53M 0.55% 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,799 shares; 2024Q2: 1,799 shares; 2024Q3: 7,196 shares; 2024Q4: 7,248 shares; 2025Q1: 7,245 shares 7,245 $1.48M 0.54% -3 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 19,190 shares; 2024Q2: 21,230 shares; 2024Q3: 15,374 shares; 2024Q4: 16,503 shares; 2025Q1: 20,505 shares 20,505 $1.47M 0.53% +4,002 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,301 shares; 2024Q2: 8,285 shares; 2024Q3: 8,290 shares; 2024Q4: 8,295 shares; 2025Q1: 8,200 shares 8,200 $1.47M 0.53% -95 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 19,299 shares; 2024Q2: 18,498 shares; 2024Q3: 18,498 shares; 2024Q4: 18,498 shares; 2025Q1: 19,496 shares 19,496 $1.45M 0.53% +998 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 10,116 shares; 2024Q2: 10,176 shares; 2024Q3: 8,366 shares; 2024Q4: 8,518 shares; 2025Q1: 8,618 shares 8,618 $1.45M 0.52% +100 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,937 shares; 2024Q2: 3,951 shares; 2024Q3: 3,950 shares; 2024Q4: 2,793 shares; 2025Q1: 2,791 shares 2,791 $1.44M 0.52% -2 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,952 shares 8,952 $1.42M 0.51% new Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 9,644 shares; 2024Q2: 9,644 shares; 2024Q3: 9,694 shares; 2024Q4: 10,331 shares; 2025Q1: 11,613 shares 11,613 $1.4M 0.51% +1,282 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 10,404 shares; 2024Q2: 11,069 shares; 2024Q3: 11,444 shares; 2024Q4: 12,256 shares; 2025Q1: 11,956 shares 11,956 $1.39M 0.5% -300 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,455 shares; 2024Q2: 5,505 shares; 2024Q3: 5,208 shares; 2024Q4: 5,200 shares; 2025Q1: 5,197 shares 5,197 $1.38M 0.5% -3 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,048 shares; 2024Q2: 4,117 shares; 2024Q3: not reported; 2024Q4: 4,406 shares; 2025Q1: 4,509 shares 4,509 $1.36M 0.49% +103 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,760 shares; 2024Q2: 3,900 shares; 2024Q3: 4,635 shares; 2024Q4: 4,759 shares; 2025Q1: 4,859 shares 4,859 $1.35M 0.49% +100 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 7,000 shares; 2024Q4: 20,021 shares; 2025Q1: 40,891 shares 40,891 $1.32M 0.48% +20,870 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31,883 shares 31,883 $1.29M 0.47% 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 12,525 shares; 2024Q2: 12,835 shares; 2024Q3: 9,735 shares; 2024Q4: 9,575 shares; 2025Q1: 9,575 shares 9,575 $1.26M 0.46% 0 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 10,960 shares; 2024Q2: 15,565 shares; 2024Q3: 15,540 shares; 2024Q4: 16,673 shares; 2025Q1: 17,023 shares 17,023 $1.25M 0.45% +350 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,737 shares; 2024Q2: 4,571 shares; 2024Q3: 4,391 shares; 2024Q4: 5,379 shares; 2025Q1: 5,859 shares 5,859 $1.24M 0.45% +480 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,800 shares; 2024Q4: 3,006 shares; 2025Q1: 7,141 shares 7,141 $1.23M 0.45% +4,135 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 43,915 shares; 2024Q2: 43,915 shares; 2024Q3: 43,915 shares; 2024Q4: 36,915 shares; 2025Q1: 36,915 shares 36,915 $1.22M 0.44% 0 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 7,634 shares; 2024Q2: 7,894 shares; 2024Q3: 6,142 shares; 2024Q4: 6,238 shares; 2025Q1: 6,839 shares 6,839 $1.18M 0.43% +601 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,705 shares; 2024Q2: 4,204 shares; 2024Q3: 3,774 shares; 2024Q4: 3,843 shares; 2025Q1: 3,725 shares 3,725 $1.15M 0.42% -118 Timeline KXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 20,373 shares; 2024Q2: 20,191 shares; 2024Q3: 19,208 shares; 2024Q4: 19,337 shares; 2025Q1: 17,601 shares 17,601 $1.13M 0.41% -1,736 Timeline PEY INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 52,499 shares; 2024Q2: 52,499 shares; 2024Q3: 52,499 shares; 2024Q4: 52,499 shares; 2025Q1: 52,499 shares 52,499 $1.13M 0.41% 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,475 shares; 2024Q2: 3,475 shares; 2024Q3: 3,475 shares; 2024Q4: 3,573 shares; 2025Q1: 3,570 shares 3,570 $1.09M 0.39% -3 Timeline PSCH INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 27,022 shares; 2024Q2: 27,025 shares; 2024Q3: 27,024 shares; 2024Q4: 27,025 shares; 2025Q1: 24,775 shares 24,775 $1.07M 0.39% -2,250 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 18,221 shares; 2024Q2: 18,221 shares; 2024Q3: 19,701 shares; 2024Q4: 20,676 shares; 2025Q1: 42,364 shares 42,364 $1.05M 0.38% +21,688 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,056 shares; 2024Q2: 2,080 shares; 2024Q3: 2,095 shares; 2024Q4: 2,210 shares; 2025Q1: 2,387 shares 2,387 $1.04M 0.38% +177 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 19,552 shares; 2024Q2: 19,526 shares; 2024Q3: 20,679 shares; 2024Q4: 21,020 shares; 2025Q1: 23,356 shares 23,356 $1.03M 0.37% +2,336 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 13,361 shares; 2024Q2: 13,861 shares; 2024Q3: 19,836 shares; 2024Q4: 19,508 shares; 2025Q1: 20,087 shares 20,087 $1.03M 0.37% +579 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 23,800 shares; 2024Q2: 36,058 shares; 2024Q3: 38,950 shares; 2024Q4: 27,948 shares; 2025Q1: 32,444 shares 32,444 $1.01M 0.36% +4,496 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,081 shares; 2024Q2: 6,711 shares; 2024Q3: 6,811 shares; 2024Q4: 7,073 shares; 2025Q1: 10,024 shares 10,024 $1M 0.36% +2,951 Timeline TYG TORTOISE ENERGY INFRSTRCTR C More: the full row for TORTOISE ENERGY INFRSTRCTR C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 22,003 shares; 2024Q2: 21,197 shares; 2024Q3: 21,293 shares; 2024Q4: 23,037 shares; 2025Q1: 23,295 shares 23,295 $1M 0.36% +258 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,270 shares; 2024Q2: 3,270 shares; 2024Q3: 3,270 shares; 2024Q4: 3,270 shares; 2025Q1: 3,474 shares 3,474 $987K 0.36% +204 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 10,307 shares; 2024Q3: 8,325 shares; 2024Q4: 8,946 shares; 2025Q1: 8,303 shares 8,303 $985K 0.36% -643 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 30,902 shares; 2024Q2: 31,871 shares; 2024Q3: 31,297 shares; 2024Q4: 27,264 shares; 2025Q1: 26,438 shares 26,438 $966K 0.35% -826 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,282 shares; 2024Q2: 6,282 shares; 2024Q3: 6,282 shares; 2024Q4: 6,275 shares; 2025Q1: 5,525 shares 5,525 $957K 0.35% -750 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,455 shares; 2024Q2: 3,655 shares; 2024Q3: 3,655 shares; 2024Q4: 3,770 shares; 2025Q1: 3,877 shares 3,877 $936K 0.34% +107 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 58,423 shares; 2024Q2: 56,322 shares; 2024Q3: 56,322 shares; 2024Q4: 56,322 shares; 2025Q1: 112,644 shares 112,644 $919K 0.33% +56,322 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,901 shares; 2024Q2: 3,470 shares; 2024Q3: 3,470 shares; 2024Q4: 4,050 shares; 2025Q1: 4,414 shares 4,414 $912K 0.33% +364 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 7,256 shares; 2024Q2: 7,256 shares; 2024Q3: 7,256 shares; 2024Q4: 10,184 shares; 2025Q1: 10,184 shares 10,184 $896K 0.32% 0 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,734 shares; 2024Q2: 2,734 shares; 2024Q3: 2,734 shares; 2024Q4: 3,131 shares; 2025Q1: 3,351 shares 3,351 $893K 0.32% +220 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 40,998 shares; 2024Q2: 40,998 shares; 2024Q3: 40,998 shares; 2024Q4: 40,998 shares; 2025Q1: 40,998 shares 40,998 $891K 0.32% 0 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,720 shares; 2024Q2: 6,720 shares; 2024Q3: 17,395 shares; 2024Q4: 17,395 shares; 2025Q1: 26,790 shares 26,790 $890K 0.32% +9,395 Timeline BGR BLACKROCK ENERGY & RES TR More: the full row for BLACKROCK ENERGY & RES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 31,675 shares; 2024Q2: 32,231 shares; 2024Q3: 32,287 shares; 2024Q4: 32,360 shares; 2025Q1: 64,805 shares 64,805 $849K 0.31% +32,445 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 305 shares; 2024Q2: 360 shares; 2024Q3: 360 shares; 2024Q4: 544 shares; 2025Q1: 879 shares 879 $831K 0.3% +335 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,500 shares; 2024Q2: 6,300 shares; 2024Q3: 6,290 shares; 2024Q4: 6,281 shares; 2025Q1: 6,279 shares 6,279 $829K 0.3% -2 Timeline BDJ BLACKROCK ENHANCED EQUITY DI More: the full row for BLACKROCK ENHANCED EQUITY DI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 51,531 shares; 2024Q2: 51,531 shares; 2024Q3: 47,869 shares; 2024Q4: 47,869 shares; 2025Q1: 95,738 shares 95,738 $808K 0.29% +47,869 Timeline BFST BUSINESS FIRST BANCSHARES IN More: the full row for BUSINESS FIRST BANCSHARES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 32,733 shares; 2025Q1: 32,733 shares 32,733 $797K 0.29% 0 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,803 shares; 2024Q2: 5,803 shares; 2024Q3: 5,803 shares; 2024Q4: 5,703 shares; 2025Q1: 5,703 shares 5,703 $792K 0.29% 0 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,700 shares; 2024Q2: 2,800 shares; 2024Q3: 2,900 shares; 2024Q4: 2,900 shares; 2025Q1: 2,900 shares 2,900 $775K 0.28% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 1,729 shares; 2024Q3: 1,730 shares; 2024Q4: 5,398 shares; 2025Q1: 5,314 shares 5,314 $728K 0.26% -84 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 730 shares; 2024Q2: 730 shares; 2024Q3: 870 shares; 2024Q4: 1,166 shares; 2025Q1: 1,241 shares 1,241 $715K 0.26% +75 Timeline GUARANTY BANCSHARES INC GUARANTY BANCSHARES INC More: the full row for GUARANTY BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 18,360 shares; 2024Q4: 18,360 shares; 2025Q1: 17,576 shares 17,576 $709K 0.26% -784 SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 14,003 shares; 2024Q2: 13,979 shares; 2024Q3: 14,129 shares; 2024Q4: 14,190 shares; 2025Q1: 13,822 shares 13,822 $707K 0.26% -368 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,495 shares; 2024Q2: 4,185 shares; 2024Q3: 4,185 shares; 2024Q4: 4,678 shares; 2025Q1: 4,182 shares 4,182 $706K 0.26% -496 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 6,550 shares; 2024Q4: 13,368 shares; 2025Q1: 15,147 shares 15,147 $705K 0.26% +1,779 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 12,791 shares; 2024Q2: 12,524 shares; 2024Q3: 13,017 shares; 2024Q4: 13,070 shares; 2025Q1: 13,253 shares 13,253 $674K 0.24% +183 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,500 shares; 2024Q2: 4,650 shares; 2024Q3: 5,150 shares; 2024Q4: 5,712 shares; 2025Q1: 5,812 shares 5,812 $672K 0.24% +100 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,262 shares; 2024Q2: 4,307 shares; 2024Q3: 4,307 shares; 2024Q4: 4,307 shares; 2025Q1: 4,305 shares 4,305 $659K 0.24% -2 Timeline AXS AXIS CAP HLDGS LTD More: the full row for AXIS CAP HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,571 shares 6,571 $658K 0.24% new Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 370 shares; 2025Q1: 694 shares 694 $647K 0.23% +324 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,815 shares; 2024Q2: 4,815 shares; 2024Q3: 4,385 shares; 2024Q4: 4,385 shares; 2025Q1: 4,711 shares 4,711 $633K 0.23% +326 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,714 shares; 2024Q2: 5,714 shares; 2024Q3: 5,714 shares; 2024Q4: 5,714 shares; 2025Q1: 5,710 shares 5,710 $621K 0.22% -4 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 18,451 shares; 2024Q2: 17,599 shares; 2024Q3: 17,598 shares; 2024Q4: 17,641 shares; 2025Q1: 20,908 shares 20,908 $595K 0.22% +3,267 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,936 shares; 2024Q2: 3,938 shares; 2024Q3: 3,938 shares; 2024Q4: 3,939 shares; 2025Q1: 4,086 shares 4,086 $593K 0.21% +147 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 9,778 shares; 2024Q2: 9,777 shares; 2024Q3: 9,777 shares; 2024Q4: 9,980 shares; 2025Q1: 11,883 shares 11,883 $589K 0.21% +1,903 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,233 shares; 2024Q2: 2,233 shares; 2024Q3: 2,233 shares; 2024Q4: 5,370 shares; 2025Q1: 5,312 shares 5,312 $587K 0.21% -58 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,497 shares; 2024Q2: 3,992 shares; 2024Q3: 3,992 shares; 2024Q4: 3,491 shares; 2025Q1: 3,491 shares 3,491 $584K 0.21% 0 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,250 shares; 2024Q2: 1,250 shares; 2024Q3: 1,250 shares; 2024Q4: 1,250 shares; 2025Q1: 1,248 shares 1,248 $575K 0.21% -2 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,792 shares; 2024Q2: 3,163 shares; 2024Q3: 2,363 shares; 2024Q4: 2,505 shares; 2025Q1: 2,355 shares 2,355 $570K 0.21% -150 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 20,500 shares; 2025Q1: 46,000 shares 46,000 $561K 0.2% +25,500 Timeline QQQX NUVEEN NASDAQ 100 DYNAMIC OV More: the full row for NUVEEN NASDAQ 100 DYNAMIC OV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 11,000 shares; 2024Q2: 11,000 shares; 2024Q3: 11,000 shares; 2024Q4: 11,000 shares; 2025Q1: 22,000 shares 22,000 $559K 0.2% +11,000 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,372 shares; 2024Q2: 8,015 shares; 2024Q3: 8,122 shares; 2024Q4: 8,122 shares; 2025Q1: 7,868 shares 7,868 $557K 0.2% -254 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 13,316 shares; 2024Q2: 13,316 shares; 2024Q3: 9,420 shares; 2024Q4: 9,454 shares; 2025Q1: 9,554 shares 9,554 $550K 0.2% +100 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,154 shares; 2024Q2: 4,152 shares; 2024Q3: 4,152 shares; 2024Q4: 4,152 shares; 2025Q1: 3,972 shares 3,972 $543K 0.2% -180 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,536 shares; 2024Q2: 6,536 shares; 2024Q3: 6,536 shares; 2024Q4: 7,614 shares; 2025Q1: 7,887 shares 7,887 $518K 0.19% +273 Timeline RRC RANGE RES CORP More: the full row for RANGE RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 13,000 shares; 2024Q2: 13,000 shares; 2024Q3: 13,000 shares; 2024Q4: 13,000 shares; 2025Q1: 12,996 shares 12,996 $517K 0.19% -4 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,340 shares; 2025Q1: 5,340 shares 5,340 $514K 0.19% +3,000 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,050 shares; 2024Q2: 1,150 shares; 2024Q3: 1,150 shares; 2024Q4: 1,150 shares; 2025Q1: 1,147 shares 1,147 $511K 0.18% -3 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,670 shares; 2025Q1: 6,035 shares 6,035 $510K 0.18% +2,365 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 13,162 shares; 2024Q2: 12,983 shares; 2024Q3: 12,898 shares; 2024Q4: 13,021 shares; 2025Q1: 11,940 shares 11,940 $487K 0.18% -1,081 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 27,000 shares; 2024Q4: 27,000 shares; 2025Q1: 27,000 shares 27,000 $475K 0.17% 0 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,042 shares; 2024Q2: 3,044 shares; 2024Q3: 3,044 shares; 2024Q4: 3,046 shares; 2025Q1: 3,047 shares 3,047 $475K 0.17% +1 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 10,271 shares; 2024Q2: 10,096 shares; 2024Q3: 8,825 shares; 2024Q4: 8,812 shares; 2025Q1: 8,575 shares 8,575 $470K 0.17% -237 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 7,937 shares; 2024Q2: 8,099 shares; 2024Q3: 8,110 shares; 2024Q4: 8,125 shares; 2025Q1: 19,059 shares 19,059 $462K 0.17% +10,934 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 789 shares; 2024Q3: not reported; 2024Q4: 1,183 shares; 2025Q1: 1,329 shares 1,329 $447K 0.16% +146 Timeline PSCT INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 11,102 shares; 2024Q2: 11,102 shares; 2024Q3: 11,101 shares; 2024Q4: 11,102 shares; 2025Q1: 11,102 shares 11,102 $445K 0.16% 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,457 shares; 2024Q2: 6,342 shares; 2024Q3: 6,342 shares; 2024Q4: 4,202 shares; 2025Q1: 4,200 shares 4,200 $433K 0.16% -2 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,630 shares; 2024Q2: 5,631 shares; 2024Q3: 5,631 shares; 2024Q4: 5,631 shares; 2025Q1: 5,631 shares 5,631 $432K 0.16% 0 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,901 shares; 2024Q2: 4,508 shares; 2024Q3: 3,483 shares; 2024Q4: 2,630 shares; 2025Q1: 2,613 shares 2,613 $432K 0.16% -17 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 751 shares; 2025Q1: 1,651 shares 1,651 $429K 0.16% +900 Timeline XEVTX EATON VANCE TAX ADVT DIV INC More: the full row for EATON VANCE TAX ADVT DIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 10,967 shares; 2024Q2: 11,367 shares; 2024Q3: 8,967 shares; 2024Q4: 8,967 shares; 2025Q1: 17,934 shares 17,934 $424K 0.15% +8,967 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,856 shares; 2024Q2: 3,856 shares; 2024Q3: 3,856 shares; 2024Q4: 4,807 shares; 2025Q1: 4,807 shares 4,807 $413K 0.15% 0 Timeline XGDVX GABELLI DIVID & INCOME TR More: the full row for GABELLI DIVID & INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 8,550 shares; 2024Q4: 8,550 shares; 2025Q1: 17,100 shares 17,100 $413K 0.15% +8,550 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,505 shares; 2024Q2: 2,503 shares; 2024Q3: 2,503 shares; 2024Q4: 2,697 shares; 2025Q1: 2,697 shares 2,697 $412K 0.15% 0 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 9,179 shares; 2024Q2: 9,179 shares; 2024Q3: 9,179 shares; 2024Q4: 9,179 shares; 2025Q1: 9,179 shares 9,179 $409K 0.15% 0 Timeline UPGD INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,050 shares; 2024Q2: 6,050 shares; 2024Q3: 5,700 shares; 2024Q4: 5,700 shares; 2025Q1: 5,700 shares 5,700 $399K 0.14% 0 Timeline XSCDX LMP CAP & INCOME FD INC More: the full row for LMP CAP & INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 11,999 shares; 2024Q2: 11,999 shares; 2024Q3: 11,999 shares; 2024Q4: 11,999 shares; 2025Q1: 23,998 shares 23,998 $398K 0.14% +11,999 Timeline MCI BARINGS CORPORATE INVS More: the full row for BARINGS CORPORATE INVS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,674 shares 17,674 $397K 0.14% new Timeline PGF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 21,849 shares; 2024Q2: 21,249 shares; 2024Q3: 22,373 shares; 2024Q4: 27,835 shares; 2025Q1: 27,764 shares 27,764 $396K 0.14% -71 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,250 shares; 2024Q2: 5,250 shares; 2024Q3: 5,250 shares; 2024Q4: 5,250 shares; 2025Q1: 5,250 shares 5,250 $394K 0.14% 0 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,320 shares; 2024Q2: 6,870 shares; 2024Q3: 8,870 shares; 2024Q4: 9,439 shares; 2025Q1: 9,439 shares 9,439 $389K 0.14% 0 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 10,019 shares; 2024Q2: 10,019 shares; 2024Q3: 7,940 shares; 2024Q4: 7,940 shares; 2025Q1: 6,841 shares 6,841 $383K 0.14% -1,099 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 20,145 shares; 2024Q2: 20,147 shares; 2024Q3: 20,151 shares; 2024Q4: 15,924 shares; 2025Q1: 14,962 shares 14,962 $378K 0.14% -962 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,695 shares; 2025Q1: 2,829 shares 2,829 $371K 0.13% +134 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 463 shares; 2024Q3: 463 shares; 2024Q4: 501 shares; 2025Q1: 721 shares 721 $366K 0.13% +220 Timeline SSUS STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,981 shares; 2024Q2: 8,981 shares; 2024Q3: 8,997 shares; 2024Q4: 9,003 shares; 2025Q1: 8,988 shares 8,988 $366K 0.13% -15 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 475 shares; 2024Q2: 493 shares; 2024Q3: 500 shares; 2024Q4: 530 shares; 2025Q1: 619 shares 619 $365K 0.13% +89 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,740 shares; 2024Q2: 6,740 shares; 2024Q3: 6,740 shares; 2024Q4: 1,550 shares; 2025Q1: 1,547 shares 1,547 $362K 0.13% -3 Timeline GUG GUGGENHEIM ACTIVE ALLOC FD More: the full row for GUGGENHEIM ACTIVE ALLOC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 11,264 shares; 2024Q3: 11,264 shares; 2024Q4: 12,011 shares; 2025Q1: 24,019 shares 24,019 $361K 0.13% +12,008 Timeline PGJ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,000 shares; 2024Q2: 8,885 shares; 2024Q3: 7,902 shares; 2024Q4: 7,910 shares; 2025Q1: 12,170 shares 12,170 $360K 0.13% +4,260 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,696 shares; 2024Q2: 2,696 shares; 2024Q3: 2,696 shares; 2024Q4: 2,696 shares; 2025Q1: 3,233 shares 3,233 $355K 0.13% +537 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 1,000 shares; 2024Q3: 5,150 shares; 2024Q4: 10,533 shares; 2025Q1: 11,533 shares 11,533 $354K 0.13% +1,000 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,450 shares; 2024Q2: 8,450 shares; 2024Q3: 8,450 shares; 2024Q4: 8,450 shares; 2025Q1: 8,400 shares 8,400 $352K 0.13% -50 Timeline JCE NUVEEN CORE EQUITY ALPHA FD More: the full row for NUVEEN CORE EQUITY ALPHA FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 11,442 shares; 2024Q2: 11,442 shares; 2024Q3: 11,442 shares; 2024Q4: 11,442 shares; 2025Q1: 22,884 shares 22,884 $349K 0.13% +11,442 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,398 shares; 2025Q1: 1,676 shares 1,676 $347K 0.13% +278 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,658 shares 2,658 $340K 0.12% new Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,600 shares; 2024Q2: 8,600 shares; 2024Q3: 8,600 shares; 2024Q4: 8,600 shares; 2025Q1: 8,600 shares 8,600 $337K 0.12% 0 Timeline FLNG FLEX LNG LTD More: the full row for FLEX LNG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 41,145 shares; 2024Q2: 41,358 shares; 2024Q3: 33,623 shares; 2024Q4: 14,598 shares; 2025Q1: 14,595 shares 14,595 $336K 0.12% -3 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 825 shares; 2024Q2: 825 shares; 2024Q3: 825 shares; 2024Q4: 1,053 shares; 2025Q1: 1,095 shares 1,095 $334K 0.12% +42 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 22,995 shares; 2024Q2: 26,625 shares; 2024Q3: 26,425 shares; 2024Q4: 21,858 shares; 2025Q1: 14,346 shares 14,346 $329K 0.12% -7,512 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,895 shares; 2024Q2: 2,895 shares; 2024Q3: 2,895 shares; 2024Q4: 2,895 shares; 2025Q1: 2,895 shares 2,895 $326K 0.12% 0 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,040 shares 19,040 $323K 0.12% new Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,746 shares 1,746 $313K 0.11% new Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 732 shares; 2024Q4: 788 shares; 2025Q1: 1,537 shares 1,537 $311K 0.11% +749 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,075 shares; 2025Q1: 1,250 shares 1,250 $310K 0.11% +175 Timeline THQ ABRDN HEALTHCARE OPPORTUNITI More: the full row for ABRDN HEALTHCARE OPPORTUNITI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,500 shares 15,500 $306K 0.11% new Timeline CGBD CARLYLE SECURED LENDING INC More: the full row for CARLYLE SECURED LENDING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,199 shares 17,199 $291K 0.11% new Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,676 shares; 2024Q2: 1,676 shares; 2024Q3: 932 shares; 2024Q4: 500 shares; 2025Q1: 500 shares 500 $290K 0.1% 0 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,765 shares; 2024Q2: 8,737 shares; 2024Q3: 8,946 shares; 2024Q4: 9,155 shares; 2025Q1: 780 shares 780 $289K 0.1% -8,375 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,588 shares; 2024Q2: 3,588 shares; 2024Q3: 3,588 shares; 2024Q4: 1,797 shares; 2025Q1: 1,795 shares 1,795 $286K 0.1% -2 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,690 shares; 2024Q2: 1,690 shares; 2024Q3: 1,690 shares; 2024Q4: 1,723 shares; 2025Q1: 1,444 shares 1,444 $284K 0.1% -279 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,039 shares; 2024Q4: 1,161 shares; 2025Q1: 1,161 shares 1,161 $283K 0.1% 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,405 shares; 2024Q2: 4,405 shares; 2024Q3: 4,404 shares; 2024Q4: 2,800 shares; 2025Q1: 2,200 shares 2,200 $281K 0.1% -600 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 515 shares; 2025Q1: 515 shares 515 $281K 0.1% 0 Timeline XHE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,154 shares; 2024Q2: 4,154 shares; 2024Q3: 3,930 shares; 2024Q4: 3,930 shares; 2025Q1: 3,353 shares 3,353 $276K 0.1% -577 Timeline IYZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,920 shares 9,920 $271K 0.1% new Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 750 shares; 2024Q2: 750 shares; 2024Q3: 750 shares; 2024Q4: 750 shares; 2025Q1: 747 shares 747 $269K 0.1% -3 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,153 shares; 2025Q1: 4,086 shares 4,086 $269K 0.1% +933 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 400 shares; 2024Q2: 400 shares; 2024Q3: not reported; 2024Q4: 400 shares; 2025Q1: 400 shares 400 $265K 0.1% 0 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 64 shares; 2024Q2: 64 shares; 2024Q3: 52 shares; 2024Q4: 55 shares; 2025Q1: 57 shares 57 $263K 0.1% +2 Timeline AWR AMER STATES WTR CO More: the full row for AMER STATES WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,561 shares; 2024Q2: 3,561 shares; 2024Q3: 3,321 shares; 2024Q4: 3,321 shares; 2025Q1: 3,321 shares 3,321 $261K 0.09% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,949 shares; 2024Q2: 2,409 shares; 2024Q3: 1,409 shares; 2024Q4: 1,409 shares; 2025Q1: 1,479 shares 1,479 $252K 0.09% +70 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 15,736 shares; 2024Q2: 15,252 shares; 2024Q3: 14,235 shares; 2024Q4: 6,118 shares; 2025Q1: 6,117 shares 6,117 $250K 0.09% -1 Timeline DWLD DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 6,438 shares; 2025Q1: 6,618 shares 6,618 $249K 0.09% +180 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 730 shares; 2024Q2: 930 shares; 2024Q3: 930 shares; 2024Q4: 1,494 shares; 2025Q1: 1,563 shares 1,563 $244K 0.09% +69 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,567 shares 8,567 $244K 0.09% new Timeline LKFN LAKELAND FINL CORP More: the full row for LAKELAND FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,027 shares; 2024Q2: 4,027 shares; 2024Q3: 4,027 shares; 2024Q4: 4,027 shares; 2025Q1: 4,027 shares 4,027 $239K 0.09% 0 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,730 shares; 2024Q2: 4,730 shares; 2024Q3: 4,640 shares; 2024Q4: 4,140 shares; 2025Q1: 4,140 shares 4,140 $237K 0.09% 0 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,628 shares; 2024Q2: 1,628 shares; 2024Q3: 1,628 shares; 2024Q4: 1,628 shares; 2025Q1: 1,628 shares 1,628 $229K 0.08% 0 Timeline SPHB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,552 shares; 2024Q2: 2,900 shares; 2024Q3: 2,901 shares; 2024Q4: 2,902 shares; 2025Q1: 2,900 shares 2,900 $227K 0.08% -2 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,500 shares; 2024Q2: 5,300 shares; 2024Q3: 3,200 shares; 2024Q4: 3,200 shares; 2025Q1: 3,200 shares 3,200 $223K 0.08% 0 Timeline PXE INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 18,710 shares; 2024Q2: 18,710 shares; 2024Q3: 18,211 shares; 2024Q4: 7,500 shares; 2025Q1: 7,500 shares 7,500 $218K 0.08% 0 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,078 shares; 2025Q1: 1,078 shares 1,078 $215K 0.08% 0 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,481 shares; 2024Q2: 3,734 shares; 2024Q3: 3,433 shares; 2024Q4: 3,434 shares; 2025Q1: 3,134 shares 3,134 $215K 0.08% -300 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,855 shares; 2024Q2: 2,455 shares; 2024Q3: 2,467 shares; 2024Q4: 2,567 shares; 2025Q1: 2,660 shares 2,660 $214K 0.08% +93 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 1,500 shares; 2024Q3: 1,500 shares; 2024Q4: not reported; 2025Q1: 1,500 shares 1,500 $211K 0.08% new Timeline FXU FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,090 shares 5,090 $209K 0.08% new Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 14,454 shares; 2024Q2: 14,453 shares; 2024Q3: 11,731 shares; 2024Q4: 8,751 shares; 2025Q1: 2,993 shares 2,993 $208K 0.08% -5,758 Timeline JFR NUVEEN FLOATING RATE INCOME More: the full row for NUVEEN FLOATING RATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 14,599 shares; 2024Q2: 14,599 shares; 2024Q3: 14,599 shares; 2024Q4: 12,349 shares; 2025Q1: 23,698 shares 23,698 $206K 0.07% +11,349 Timeline BST BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,812 shares 5,812 $202K 0.07% new Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,253 shares; 2024Q2: 8,253 shares; 2024Q3: 8,253 shares; 2024Q4: 7,660 shares; 2025Q1: 7,910 shares 7,910 $202K 0.07% +250 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,819 shares 2,819 $202K 0.07% new Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,925 shares; 2024Q2: 2,025 shares; 2024Q3: 2,225 shares; 2024Q4: 2,225 shares; 2025Q1: 2,225 shares 2,225 $201K 0.07% 0 Timeline FTXN FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 7,425 shares; 2024Q2: 7,392 shares; 2024Q3: 6,425 shares; 2024Q4: 6,425 shares; 2025Q1: 6,425 shares 6,425 $195K 0.07% 0 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,206 shares; 2024Q2: 3,381 shares; 2024Q3: 3,381 shares; 2024Q4: 3,286 shares; 2025Q1: 3,345 shares 3,345 $190K 0.07% +59 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,024 shares; 2024Q2: 3,024 shares; 2024Q3: 3,024 shares; 2024Q4: 3,024 shares; 2025Q1: 3,024 shares 3,024 $182K 0.07% 0 Timeline CGW INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,250 shares; 2024Q2: 3,250 shares; 2024Q3: 3,250 shares; 2024Q4: 3,250 shares; 2025Q1: 3,250 shares 3,250 $181K 0.07% 0 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 13,181 shares; 2024Q2: 13,181 shares; 2024Q3: 13,181 shares; 2024Q4: 13,181 shares; 2025Q1: 13,181 shares 13,181 $177K 0.06% 0 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,936 shares; 2024Q2: 1,936 shares; 2024Q3: 1,936 shares; 2024Q4: 1,936 shares; 2025Q1: 1,936 shares 1,936 $171K 0.06% 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,000 shares; 2024Q2: 2,000 shares; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares 2,000 $163K 0.06% 0 Timeline RPV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,730 shares; 2024Q2: 1,730 shares; 2024Q3: 1,730 shares; 2024Q4: 1,761 shares; 2025Q1: 1,756 shares 1,756 $161K 0.06% -5 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 310 shares; 2024Q2: 810 shares; 2024Q3: 810 shares; 2024Q4: 810 shares; 2025Q1: 810 shares 810 $160K 0.06% 0 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 40 shares; 2025Q1: 1,629 shares 1,629 $157K 0.06% +1,589 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,600 shares; 2024Q2: 4,400 shares; 2024Q3: 3,900 shares; 2024Q4: 3,900 shares; 2025Q1: 4,200 shares 4,200 $153K 0.06% +300 Timeline PRN INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 775 shares; 2024Q3: 875 shares; 2024Q4: 905 shares; 2025Q1: 1,080 shares 1,080 $149K 0.05% +175 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,521 shares; 2024Q2: 1,380 shares; 2024Q3: 1,380 shares; 2024Q4: 1,380 shares; 2025Q1: 1,380 shares 1,380 $144K 0.05% 0 Timeline KCE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,097 shares; 2024Q2: 1,097 shares; 2024Q3: 1,097 shares; 2024Q4: 1,097 shares; 2025Q1: 1,097 shares 1,097 $138K 0.05% 0 Timeline NML NEUBERGER ENGY INFRSTR & INC More: the full row for NEUBERGER ENGY INFRSTR & INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,000 shares 15,000 $134K 0.05% new Timeline PBP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,000 shares; 2024Q2: 6,000 shares; 2024Q3: 6,000 shares; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares 6,000 $133K 0.05% 0 Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,150 shares; 2024Q2: 1,150 shares; 2024Q3: 750 shares; 2024Q4: 1,002 shares; 2025Q1: 1,003 shares 1,003 $132K 0.05% +1 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 385 shares; 2024Q2: 635 shares; 2024Q3: 635 shares; 2024Q4: 635 shares; 2025Q1: 635 shares 635 $131K 0.05% 0 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,576 shares; 2024Q2: 1,577 shares; 2024Q3: 1,761 shares; 2024Q4: 1,849 shares; 2025Q1: 1,885 shares 1,885 $128K 0.05% +36 Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 7,200 shares; 2024Q2: 7,500 shares; 2024Q3: 6,750 shares; 2024Q4: 7,493 shares; 2025Q1: 7,493 shares 7,493 $126K 0.05% 0 Timeline ARKF ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,450 shares 3,450 $115K 0.04% new Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,464 shares; 2024Q2: 1,464 shares; 2024Q3: 1,464 shares; 2024Q4: 1,425 shares; 2025Q1: 1,425 shares 1,425 $102K 0.04% 0 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,150 shares; 2024Q2: 1,100 shares; 2024Q3: 1,100 shares; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares 1,100 $101K 0.04% 0 Timeline SPEU SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,140 shares; 2024Q2: 2,140 shares; 2024Q3: 2,140 shares; 2024Q4: 2,140 shares; 2025Q1: 2,141 shares 2,141 $94.2K 0.03% +1 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 750 shares; 2024Q3: 750 shares; 2024Q4: 1,450 shares; 2025Q1: 1,450 shares 1,450 $93.6K 0.03% 0 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,000 shares; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares 1,000 $93.5K 0.03% 0 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,300 shares; 2024Q2: 1,300 shares; 2024Q3: 1,300 shares; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares 1,300 $92.9K 0.03% 0 Timeline VVR INVESCO SR INCOME TR More: the full row for INVESCO SR INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 12,000 shares; 2024Q2: 12,000 shares; 2024Q3: 12,000 shares; 2024Q4: 12,000 shares; 2025Q1: 24,000 shares 24,000 $92.4K 0.03% +12,000 Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,330 shares; 2024Q2: 1,330 shares; 2024Q3: 1,330 shares; 2024Q4: 1,330 shares; 2025Q1: 1,630 shares 1,630 $86.8K 0.03% +300 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,850 shares; 2024Q2: 2,850 shares; 2024Q3: 2,850 shares; 2024Q4: 2,850 shares; 2025Q1: 2,850 shares 2,850 $85.8K 0.03% 0 Timeline EIRL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,363 shares; 2024Q2: 1,380 shares; 2024Q3: 1,380 shares; 2024Q4: 1,380 shares; 2025Q1: 1,380 shares 1,380 $81.6K 0.03% 0 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,000 shares; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares 1,000 $81K 0.03% 0 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 1,000 shares 1,000 $78.8K 0.03% +600 Timeline KIE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,230 shares; 2025Q1: 1,276 shares 1,276 $77.2K 0.03% +46 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,100 shares; 2024Q2: 1,100 shares; 2024Q3: 1,100 shares; 2024Q4: 1,101 shares; 2025Q1: 1,101 shares 1,101 $75.1K 0.03% 0 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,424 shares; 2024Q2: 1,424 shares; 2024Q3: 1,424 shares; 2024Q4: 1,417 shares; 2025Q1: 1,417 shares 1,417 $71.2K 0.03% 0 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 690 shares; 2024Q2: 690 shares; 2024Q3: 690 shares; 2024Q4: 690 shares; 2025Q1: 690 shares 690 $70K 0.03% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 364 shares 364 $68.5K 0.02% new Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,433 shares 1,433 $68.2K 0.02% new Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 3,200 shares; 2024Q3: 3,200 shares; 2024Q4: 3,200 shares; 2025Q1: 3,200 shares 3,200 $66.2K 0.02% 0 Timeline IAT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,350 shares; 2024Q2: 1,350 shares; 2024Q3: 1,350 shares; 2024Q4: 1,350 shares; 2025Q1: 1,350 shares 1,350 $63K 0.02% 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 485 shares; 2024Q2: 485 shares; 2024Q3: 485 shares; 2024Q4: 933 shares; 2025Q1: 982 shares 982 $60.7K 0.02% +49 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 445 shares; 2024Q2: 445 shares; 2024Q3: 445 shares; 2024Q4: 445 shares; 2025Q1: 445 shares 445 $60.4K 0.02% 0 Timeline RIGS ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,859 shares; 2024Q2: 2,859 shares; 2024Q3: 2,859 shares; 2024Q4: 2,052 shares; 2025Q1: 2,315 shares 2,315 $53.5K 0.02% +263 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 400 shares; 2024Q2: 400 shares; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares 400 $48.4K 0.02% 0 Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,000 shares 1,000 $41K 0.01% new Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 42 shares; 2025Q1: 183 shares 183 $38.3K 0.01% +141 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 220 shares; 2024Q4: 220 shares; 2025Q1: 220 shares 220 $37.6K 0.01% 0 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 401 shares; 2024Q2: 407 shares; 2024Q3: 406 shares; 2024Q4: 407 shares; 2025Q1: 407 shares 407 $37K 0.01% 0 Timeline PEJ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 500 shares; 2024Q2: 750 shares; 2024Q3: 750 shares; 2024Q4: 750 shares; 2025Q1: 750 shares 750 $36.5K 0.01% 0 Timeline FXG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 555 shares 555 $36.3K 0.01% new Timeline IPAY AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 600 shares; 2024Q2: 600 shares; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares 600 $31.9K 0.01% 0 Timeline BRCC BRC INC More: the full row for BRC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 17,030 shares; 2024Q2: 17,030 shares; 2024Q3: 17,030 shares; 2024Q4: 15,030 shares; 2025Q1: 15,030 shares 15,030 $31.4K 0.01% 0 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 463 shares; 2025Q1: 492 shares 492 $31.4K 0.01% +29 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,500 shares; 2024Q2: 1,500 shares; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 500 shares 500 $30.4K 0.01% -1,000 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 275 shares; 2024Q4: 275 shares; 2025Q1: 275 shares 275 $29.3K 0.01% 0 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 300 shares 300 $28.4K 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 500 shares; 2024Q2: 500 shares; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares 500 $27K 0.01% 0 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 200 shares; 2024Q4: 401 shares; 2025Q1: 403 shares 403 $25.3K 0.01% +2 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,500 shares; 2024Q2: 1,500 shares; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares 1,500 $24.9K 0.01% 0 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 237 shares; 2024Q2: 237 shares; 2024Q3: 237 shares; 2024Q4: 237 shares; 2025Q1: 237 shares 237 $23.1K 0.01% 0 Timeline PIE INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,500 shares; 2024Q2: 2,500 shares; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 1,250 shares 1,250 $22.7K 0.01% -1,250 Timeline SPGM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 300 shares; 2024Q2: 300 shares; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares 300 $18.7K 0.01% 0 Timeline IGE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 400 shares; 2024Q3: 530 shares; 2024Q4: 400 shares; 2025Q1: 400 shares 400 $18.2K 0.01% 0 Timeline PKB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 250 shares; 2024Q2: 250 shares; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares 250 $16.8K 0.01% 0 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 219 shares; 2024Q2: 219 shares; 2024Q3: 219 shares; 2024Q4: 219 shares; 2025Q1: 219 shares 219 $16.8K 0.01% 0 Timeline PSCE INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 902 shares; 2024Q2: 903 shares; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares 400 $16.8K 0.01% 0 Timeline PSK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 338 shares; 2024Q2: 338 shares; 2024Q3: 338 shares; 2024Q4: 338 shares; 2025Q1: 485 shares 485 $15.7K 0.01% +147 Timeline XTN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 230 shares; 2024Q2: 230 shares; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares 200 $14.8K 0.01% 0 Timeline MOOLEC SCIENCE SA MOOLEC SCIENCE SA More: the full row for MOOLEC SCIENCE SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 25,000 shares; 2024Q3: not reported; 2024Q4: 25,000 shares; 2025Q1: 25,000 shares 25,000 $14K 0.01% 0 SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 216 shares; 2024Q2: 216 shares; 2024Q3: 216 shares; 2024Q4: 216 shares; 2025Q1: 216 shares 216 $13.4K <0.01% 0 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 50 shares; 2024Q2: 50 shares; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares 50 $11.1K <0.01% 0 Timeline ISCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 175 shares; 2024Q2: 175 shares; 2024Q3: 175 shares; 2024Q4: 175 shares; 2025Q1: 175 shares 175 $10.4K <0.01% 0 Timeline ISCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 200 shares; 2024Q2: 200 shares; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares 200 $9.01K <0.01% 0 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 212 shares; 2025Q1: 212 shares 212 $8.47K <0.01% 0 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 207 shares; 2025Q1: 207 shares 207 $8.15K <0.01% 0 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 114 shares; 2024Q2: 114 shares; 2024Q3: 114 shares; 2024Q4: 114 shares; 2025Q1: 114 shares 114 $7.01K <0.01% 0 Timeline KBWD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 450 shares; 2024Q2: 450 shares; 2024Q3: 450 shares; 2024Q4: 375 shares; 2025Q1: 375 shares 375 $5.42K <0.01% 0 Timeline NANR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 93 shares; 2024Q2: 93 shares; 2024Q3: 93 shares; 2024Q4: 93 shares; 2025Q1: 93 shares 93 $5.16K <0.01% 0 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 10 shares; 2024Q2: 10 shares; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares 10 $5.14K <0.01% 0 Timeline MOTI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 150 shares; 2024Q2: 150 shares; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares 150 $4.99K <0.01% 0 Timeline PIZ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 125 shares 125 $4.78K <0.01% new Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 15 shares; 2024Q2: 15 shares; 2024Q3: 15 shares; 2024Q4: 15 shares; 2025Q1: 15 shares 15 $4.06K <0.01% 0 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 10 shares; 2024Q2: 10 shares; 2024Q3: 12 shares; 2024Q4: 12 shares; 2025Q1: 15 shares 15 $3.88K <0.01% +3 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 40 shares; 2024Q2: 40 shares; 2024Q3: 40 shares; 2024Q4: 40 shares; 2025Q1: 40 shares 40 $3.27K <0.01% 0 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 17 shares; 2024Q2: 17 shares; 2024Q3: 17 shares; 2024Q4: 17 shares; 2025Q1: 17 shares 17 $1.89K <0.01% 0 Timeline RSPE INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 54 shares 54 $1.41K <0.01% new Timeline