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: 37,722 shares; 2023Q4: 40,278 shares; 2024Q1: 40,138 shares; 2024Q2: 40,278 shares; 2024Q3: 40,448 shares; 2024Q4: 39,453 shares; 2025Q1: 39,071 shares 39,071 $14.7M 7.69% -382 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: 63,007 shares; 2023Q4: 67,867 shares; 2024Q1: 73,552 shares; 2024Q2: 72,282 shares; 2024Q3: 71,882 shares; 2024Q4: 70,627 shares; 2025Q1: 71,140 shares 71,140 $13.5M 7.09% +513 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: 72,012 shares; 2023Q4: 70,722 shares; 2024Q1: 68,637 shares; 2024Q2: 65,742 shares; 2024Q3: 65,322 shares; 2024Q4: 62,867 shares; 2025Q1: 59,037 shares 59,037 $13.1M 6.87% -3,830 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 58,702 shares; 2023Q4: 59,754 shares; 2024Q1: 60,530 shares; 2024Q2: 62,021 shares; 2024Q3: 62,292 shares; 2024Q4: 64,030 shares; 2025Q1: 64,600 shares 64,600 $12M 6.31% +570 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: 18,068 shares; 2023Q4: 18,073 shares; 2024Q1: 18,473 shares; 2024Q2: 18,572 shares; 2024Q3: 18,712 shares; 2024Q4: 18,942 shares; 2025Q1: 18,742 shares 18,742 $9.98M 5.23% -200 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: 8,579 shares; 2023Q4: 8,604 shares; 2024Q1: 8,479 shares; 2024Q2: 84,790 shares; 2024Q3: 88,860 shares; 2024Q4: 87,381 shares; 2025Q1: 80,833 shares 80,833 $8.76M 4.59% -6,548 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: 14,590 shares; 2023Q4: 14,455 shares; 2024Q1: 14,490 shares; 2024Q2: 14,645 shares; 2024Q3: 14,645 shares; 2024Q4: 14,440 shares; 2025Q1: 14,054 shares 14,054 $7.7M 4.04% -386 Timeline IWR 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: 108,999 shares; 2023Q4: 104,937 shares; 2024Q1: 100,557 shares; 2024Q2: 94,948 shares; 2024Q3: 93,289 shares; 2024Q4: 90,138 shares; 2025Q1: 84,900 shares 84,900 $7.22M 3.79% -5,238 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 29,290 shares; 2023Q4: 28,043 shares; 2024Q1: 29,628 shares; 2024Q2: 31,027 shares; 2024Q3: 31,518 shares; 2024Q4: 32,274 shares; 2025Q1: 33,681 shares 33,681 $6.53M 3.42% +1,407 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: 228,486 shares; 2023Q4: 219,370 shares; 2024Q1: 217,554 shares; 2024Q2: 214,182 shares; 2024Q3: 215,815 shares; 2024Q4: 211,522 shares; 2025Q1: 209,347 shares 209,347 $6.43M 3.37% -2,175 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 16,122 shares; 2023Q4: 16,039 shares; 2024Q1: 16,614 shares; 2024Q2: 16,889 shares; 2024Q3: 17,079 shares; 2024Q4: 16,964 shares; 2025Q1: 17,755 shares 17,755 $4.7M 2.46% +791 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: 4,145 shares; 2023Q4: 4,100 shares; 2024Q1: 4,200 shares; 2024Q2: 4,265 shares; 2024Q3: 4,260 shares; 2024Q4: 4,205 shares; 2025Q1: 4,374 shares 4,374 $4.14M 2.17% +169 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: 17,479 shares; 2023Q4: 17,359 shares; 2024Q1: 17,134 shares; 2024Q2: 16,934 shares; 2024Q3: 16,684 shares; 2024Q4: 16,584 shares; 2025Q1: 16,384 shares 16,384 $4.02M 2.11% -200 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: 16,182 shares; 2023Q4: 16,038 shares; 2024Q1: 16,683 shares; 2024Q2: 18,108 shares; 2024Q3: 18,116 shares; 2024Q4: 19,160 shares; 2025Q1: 21,200 shares 21,200 $3.66M 1.92% +2,040 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 77,318 shares; 2023Q4: 66,418 shares; 2024Q1: 62,658 shares; 2024Q2: 58,476 shares; 2024Q3: 58,076 shares; 2024Q4: 113,582 shares; 2025Q1: 120,008 shares 120,008 $3.23M 1.69% +6,426 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 16,025 shares; 2024Q2: 17,100 shares; 2024Q3: 17,550 shares; 2024Q4: 17,760 shares; 2025Q1: 27,880 shares 27,880 $3.11M 1.63% +10,120 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: 28,545 shares; 2023Q4: 29,145 shares; 2024Q1: 35,195 shares; 2024Q2: 39,445 shares; 2024Q3: 44,725 shares; 2024Q4: 47,475 shares; 2025Q1: 52,750 shares 52,750 $3.01M 1.58% +5,275 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 55,268 shares; 2023Q4: 55,004 shares; 2024Q1: 56,010 shares; 2024Q2: 55,729 shares; 2024Q3: 55,657 shares; 2024Q4: 56,977 shares; 2025Q1: 59,097 shares 59,097 $3M 1.57% +2,120 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 51 shares; 2024Q1: 29,723 shares; 2024Q2: 29,723 shares; 2024Q3: 29,723 shares; 2024Q4: 29,723 shares; 2025Q1: 27,583 shares 27,583 $2.9M 1.52% -2,140 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: 13,473 shares; 2023Q4: 13,378 shares; 2024Q1: 13,418 shares; 2024Q2: 13,743 shares; 2024Q3: 13,743 shares; 2024Q4: 13,608 shares; 2025Q1: 13,340 shares 13,340 $2.79M 1.46% -268 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 7,844 shares; 2023Q4: 7,495 shares; 2024Q1: 7,495 shares; 2024Q2: 7,496 shares; 2024Q3: 7,471 shares; 2024Q4: 7,322 shares; 2025Q1: 7,323 shares 7,323 $2.73M 1.43% +1 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: 4,940 shares; 2023Q4: 4,940 shares; 2024Q1: 4,930 shares; 2024Q2: 5,060 shares; 2024Q3: 4,940 shares; 2024Q4: 4,900 shares; 2025Q1: 4,890 shares 4,890 $2.56M 1.34% -10 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: 22,420 shares; 2023Q4: 21,015 shares; 2024Q1: 22,525 shares; 2024Q2: 22,661 shares; 2024Q3: 25,470 shares; 2024Q4: 25,150 shares; 2025Q1: 25,095 shares 25,095 $2.28M 1.2% -55 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 16,615 shares; 2023Q4: 16,713 shares; 2024Q1: 16,721 shares; 2024Q2: 17,054 shares; 2024Q3: 17,412 shares; 2024Q4: 17,220 shares; 2025Q1: 16,880 shares 16,880 $2.08M 1.09% -340 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: 8,620 shares; 2023Q4: 12,665 shares; 2024Q1: 14,031 shares; 2024Q2: 14,473 shares; 2024Q3: 14,554 shares; 2024Q4: 14,335 shares; 2025Q1: 14,344 shares 14,344 $1.71M 0.89% +9 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: 4,385 shares; 2023Q4: 7,965 shares; 2024Q1: 9,395 shares; 2024Q2: 9,445 shares; 2024Q3: 10,405 shares; 2024Q4: 10,555 shares; 2025Q1: 10,955 shares 10,955 $1.69M 0.89% +400 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: 97,617 shares; 2023Q4: 92,153 shares; 2024Q1: 92,222 shares; 2024Q2: 92,265 shares; 2024Q3: 93,612 shares; 2024Q4: 95,184 shares; 2025Q1: 95,257 shares 95,257 $1.68M 0.88% +73 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 38,790 shares; 2023Q4: 38,690 shares; 2024Q1: 38,690 shares; 2024Q2: 38,190 shares; 2024Q3: 36,890 shares; 2024Q4: 35,040 shares; 2025Q1: 35,440 shares 35,440 $1.6M 0.84% +400 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: 2,875 shares; 2023Q4: 2,898 shares; 2024Q1: 3,118 shares; 2024Q2: 3,122 shares; 2024Q3: 3,123 shares; 2024Q4: 3,305 shares; 2025Q1: 3,452 shares 3,452 $1.54M 0.81% +147 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 18,656 shares; 2023Q4: 18,483 shares; 2024Q1: 19,183 shares; 2024Q2: 19,178 shares; 2024Q3: 18,913 shares; 2024Q4: 18,191 shares; 2025Q1: 18,616 shares 18,616 $1.49M 0.78% +425 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 8,493 shares; 2023Q4: 8,258 shares; 2024Q1: 9,153 shares; 2024Q2: 8,968 shares; 2024Q3: 9,692 shares; 2024Q4: 9,647 shares; 2025Q1: 9,135 shares 9,135 $1.4M 0.74% -512 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 8,423 shares; 2023Q4: 8,648 shares; 2024Q1: 8,816 shares; 2024Q2: 9,121 shares; 2024Q3: 9,231 shares; 2024Q4: 8,865 shares; 2025Q1: 9,065 shares 9,065 $1.36M 0.71% +200 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: 6,557 shares; 2023Q4: 4,118 shares; 2024Q1: 4,068 shares; 2024Q2: 3,988 shares; 2024Q3: 3,633 shares; 2024Q4: 3,478 shares; 2025Q1: 3,478 shares 3,478 $1.27M 0.67% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 9,495 shares; 2023Q4: 8,920 shares; 2024Q1: 8,920 shares; 2024Q2: 8,760 shares; 2024Q3: 8,680 shares; 2024Q4: 8,680 shares; 2025Q1: 8,588 shares 8,588 $1.14M 0.6% -92 Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 21,989 shares; 2023Q4: 22,562 shares; 2024Q1: 25,313 shares; 2024Q2: 25,070 shares; 2024Q3: 25,221 shares; 2024Q4: 23,658 shares; 2025Q1: 22,961 shares 22,961 $1.11M 0.58% -697 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 40,393 shares; 2023Q4: 29,684 shares; 2024Q1: 26,880 shares; 2024Q2: 25,398 shares; 2024Q3: 23,351 shares; 2024Q4: 24,181 shares; 2025Q1: 24,232 shares 24,232 $1.1M 0.57% +51 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: 10,792 shares; 2023Q4: 10,792 shares; 2024Q1: 11,642 shares; 2024Q2: 11,922 shares; 2024Q3: 11,882 shares; 2024Q4: 11,697 shares; 2025Q1: 10,604 shares 10,604 $1.09M 0.57% -1,093 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 10,411 shares; 2023Q4: 8,268 shares; 2024Q1: 8,118 shares; 2024Q2: 8,593 shares; 2024Q3: 9,673 shares; 2024Q4: 38,644 shares; 2025Q1: 37,871 shares 37,871 $1.06M 0.55% -773 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 5,538 shares; 2024Q1: 11,148 shares; 2024Q2: 12,223 shares; 2024Q3: 13,258 shares; 2024Q4: 14,100 shares; 2025Q1: 15,100 shares 15,100 $1.05M 0.55% +1,000 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,339 shares; 2023Q4: 1,893 shares; 2024Q1: 1,893 shares; 2024Q2: 1,818 shares; 2024Q3: 1,818 shares; 2024Q4: 1,818 shares; 2025Q1: 1,870 shares 1,870 $1.02M 0.54% +52 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,495 shares 11,495 $1.01M 0.53% new Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 7,341 shares; 2023Q4: 7,311 shares; 2024Q1: 8,626 shares; 2024Q2: 9,296 shares; 2024Q3: 9,424 shares; 2024Q4: 9,699 shares; 2025Q1: 10,174 shares 10,174 $971K 0.51% +475 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 965 shares; 2023Q4: 965 shares; 2024Q1: 965 shares; 2024Q2: 965 shares; 2024Q3: 965 shares; 2024Q4: 1,390 shares; 2025Q1: 5,840 shares 5,840 $969K 0.51% +4,450 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: 2,500 shares; 2023Q4: 2,500 shares; 2024Q1: 2,450 shares; 2024Q2: 2,450 shares; 2024Q3: 2,425 shares; 2024Q4: 2,425 shares; 2025Q1: 2,479 shares 2,479 $869K 0.46% +54 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 12,201 shares; 2023Q4: 12,345 shares; 2024Q1: 12,345 shares; 2024Q2: 12,045 shares; 2024Q3: 12,045 shares; 2024Q4: 11,745 shares; 2025Q1: 11,245 shares 11,245 $827K 0.43% -500 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: 1,212 shares; 2023Q4: 1,273 shares; 2024Q1: 1,198 shares; 2024Q2: 1,300 shares; 2024Q3: 1,319 shares; 2024Q4: 1,319 shares; 2025Q1: 1,319 shares 1,319 $760K 0.4% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 4,025 shares; 2023Q4: 4,025 shares; 2024Q1: 3,925 shares; 2024Q2: 3,825 shares; 2024Q3: 3,825 shares; 2024Q4: 3,675 shares; 2025Q1: 3,491 shares 3,491 $739K 0.39% -184 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 16,546 shares; 2023Q4: 15,286 shares; 2024Q1: 12,157 shares; 2024Q2: 7,102 shares; 2024Q3: 6,847 shares; 2024Q4: 6,547 shares; 2025Q1: 6,397 shares 6,397 $717K 0.38% -150 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 5,038 shares; 2023Q4: 4,390 shares; 2024Q1: 4,390 shares; 2024Q2: 4,390 shares; 2024Q3: 4,390 shares; 2024Q4: 4,390 shares; 2025Q1: 4,140 shares 4,140 $706K 0.37% -250 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 15,905 shares; 2023Q4: 14,955 shares; 2024Q1: 14,705 shares; 2024Q2: 14,100 shares; 2024Q3: 14,100 shares; 2024Q4: 13,800 shares; 2025Q1: 14,118 shares 14,118 $701K 0.37% +318 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,092 shares; 2023Q4: 1,854 shares; 2024Q1: 5,007 shares; 2024Q2: 5,744 shares; 2024Q3: 6,558 shares; 2024Q4: 6,961 shares; 2025Q1: 8,382 shares 8,382 $695K 0.36% +1,421 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 9,530 shares; 2023Q4: 7,913 shares; 2024Q1: 7,930 shares; 2024Q2: 7,757 shares; 2024Q3: 7,784 shares; 2024Q4: 8,422 shares; 2025Q1: 8,440 shares 8,440 $690K 0.36% +18 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 520 shares; 2024Q1: 2,056 shares; 2024Q2: 2,326 shares; 2024Q3: 2,326 shares; 2024Q4: 2,326 shares; 2025Q1: 2,483 shares 2,483 $668K 0.35% +157 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 104 shares; 2023Q4: 779 shares; 2024Q1: 506 shares; 2024Q2: 566 shares; 2024Q3: 566 shares; 2024Q4: 566 shares; 2025Q1: 2,322 shares 2,322 $638K 0.33% +1,756 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 908 shares; 2023Q4: 808 shares; 2024Q1: 941 shares; 2024Q2: 1,016 shares; 2024Q3: 1,111 shares; 2024Q4: 1,076 shares; 2025Q1: 1,121 shares 1,121 $608K 0.32% +45 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 17,348 shares; 2023Q4: 14,108 shares; 2024Q1: 13,333 shares; 2024Q2: 13,333 shares; 2024Q3: 9,983 shares; 2024Q4: 9,983 shares; 2025Q1: 10,068 shares 10,068 $604K 0.32% +85 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: 2,315 shares; 2023Q4: 2,315 shares; 2024Q1: 2,315 shares; 2024Q2: 2,315 shares; 2024Q3: 2,280 shares; 2024Q4: 2,150 shares; 2025Q1: 2,285 shares 2,285 $591K 0.31% +135 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: 2,327 shares; 2023Q4: 2,614 shares; 2024Q1: 2,614 shares; 2024Q2: 2,614 shares; 2024Q3: 2,614 shares; 2024Q4: 2,643 shares; 2025Q1: 2,616 shares 2,616 $580K 0.3% -27 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 15,600 shares; 2023Q4: 13,400 shares; 2024Q1: 14,600 shares; 2024Q2: 12,045 shares; 2024Q3: 11,645 shares; 2024Q4: 11,545 shares; 2025Q1: 11,545 shares 11,545 $576K 0.3% 0 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 5,200 shares; 2023Q4: 5,095 shares; 2024Q1: 5,095 shares; 2024Q2: 4,430 shares; 2024Q3: 4,280 shares; 2024Q4: 3,895 shares; 2025Q1: 3,895 shares 3,895 $574K 0.3% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 908 shares; 2023Q4: 964 shares; 2024Q1: 1,798 shares; 2024Q2: 1,783 shares; 2024Q3: 1,758 shares; 2024Q4: 1,804 shares; 2025Q1: 1,829 shares 1,829 $561K 0.29% +25 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 30,140 shares; 2023Q4: 24,355 shares; 2024Q1: 23,555 shares; 2024Q2: 24,055 shares; 2024Q3: 21,780 shares; 2024Q4: 19,830 shares; 2025Q1: 17,660 shares 17,660 $517K 0.27% -2,170 Timeline VPLS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,850 shares; 2025Q1: 6,500 shares 6,500 $504K 0.26% +3,650 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: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,362 shares 1,362 $492K 0.26% new Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 3,275 shares; 2023Q4: 4,775 shares; 2024Q1: 5,925 shares; 2024Q2: 5,925 shares; 2024Q3: 6,025 shares; 2024Q4: 5,960 shares; 2025Q1: 5,710 shares 5,710 $447K 0.23% -250 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: 115 shares; 2023Q4: 538 shares; 2024Q1: 538 shares; 2024Q2: 538 shares; 2024Q3: 465 shares; 2024Q4: 465 shares; 2025Q1: 869 shares 869 $447K 0.23% +404 Timeline Z ZILLOW GROUP INC More: the full row for ZILLOW GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,146 shares 6,146 $421K 0.22% new Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares; 2024Q4: 1,383 shares; 2025Q1: 1,638 shares 1,638 $416K 0.22% +255 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: 2,140 shares; 2023Q4: 2,190 shares; 2024Q1: 2,390 shares; 2024Q2: 2,390 shares; 2024Q3: 2,390 shares; 2024Q4: 2,390 shares; 2025Q1: 2,490 shares 2,490 $389K 0.2% +100 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: 5,930 shares; 2023Q4: 3,965 shares; 2024Q1: 3,965 shares; 2024Q2: 3,965 shares; 2024Q3: 3,965 shares; 2024Q4: 3,490 shares; 2025Q1: 3,565 shares 3,565 $387K 0.2% +75 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 5,655 shares; 2023Q4: 6,635 shares; 2024Q1: 7,301 shares; 2024Q2: 7,277 shares; 2024Q3: 7,227 shares; 2024Q4: 7,002 shares; 2025Q1: 5,897 shares 5,897 $385K 0.2% -1,105 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: 325 shares; 2023Q4: 325 shares; 2024Q1: 325 shares; 2024Q2: 325 shares; 2024Q3: 455 shares; 2024Q4: 455 shares; 2025Q1: 460 shares 460 $380K 0.2% +5 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 4,765 shares; 2023Q4: 4,765 shares; 2024Q1: 4,505 shares; 2024Q2: 4,505 shares; 2024Q3: 4,505 shares; 2024Q4: 3,755 shares; 2025Q1: 3,764 shares 3,764 $338K 0.18% +9 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: 200 shares; 2023Q4: 200 shares; 2024Q1: 475 shares; 2024Q2: 570 shares; 2024Q3: 570 shares; 2024Q4: 620 shares; 2025Q1: 871 shares 871 $323K 0.17% +251 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 5,256 shares; 2023Q4: 5,368 shares; 2024Q1: 6,043 shares; 2024Q2: 6,112 shares; 2024Q3: 6,265 shares; 2024Q4: 6,265 shares; 2025Q1: 5,865 shares 5,865 $319K 0.17% -400 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 1,800 shares; 2024Q1: 3,500 shares; 2024Q2: 3,513 shares; 2024Q3: 4,025 shares; 2024Q4: 4,042 shares; 2025Q1: 4,651 shares 4,651 $268K 0.14% +609 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: 930 shares; 2023Q4: 830 shares; 2024Q1: 830 shares; 2024Q2: 830 shares; 2024Q3: 830 shares; 2024Q4: 830 shares; 2025Q1: 905 shares 905 $241K 0.13% +75 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: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,830 shares 2,830 $231K 0.12% new Timeline PFL PIMCO INCOME STRATEGY FD More: the full row for PIMCO INCOME STRATEGY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 26,919 shares; 2023Q4: 27,209 shares; 2024Q1: 27,488 shares; 2024Q2: 27,778 shares; 2024Q3: 28,081 shares; 2024Q4: 25,733 shares; 2025Q1: 26,048 shares 26,048 $224K 0.12% +315 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: 244 shares; 2023Q4: 264 shares; 2024Q1: 429 shares; 2024Q2: 534 shares; 2024Q3: 534 shares; 2024Q4: 534 shares; 2025Q1: 709 shares 709 $221K 0.12% +175 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 3,484 shares; 2023Q4: 3,490 shares; 2024Q1: 3,492 shares; 2024Q2: 3,495 shares; 2024Q3: 3,497 shares; 2024Q4: 3,503 shares; 2025Q1: 3,523 shares 3,523 $219K 0.11% +20 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 125 shares; 2025Q1: 1,320 shares 1,320 $194K 0.1% +1,195 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 100 shares; 2023Q4: 350 shares; 2024Q1: 1,640 shares; 2024Q2: 2,779 shares; 2024Q3: 2,925 shares; 2024Q4: 2,925 shares; 2025Q1: 2,677 shares 2,677 $193K 0.1% -248 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,307 shares 2,307 $190K 0.1% 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: 2,000 shares; 2023Q4: 2,000 shares; 2024Q1: 2,000 shares; 2024Q2: 2,000 shares; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares 2,000 $181K 0.09% 0 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: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,450 shares 1,450 $176K 0.09% new Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 255 shares; 2023Q4: 255 shares; 2024Q1: 1,275 shares; 2024Q2: 1,275 shares; 2024Q3: 1,275 shares; 2024Q4: 1,275 shares; 2025Q1: 2,269 shares 2,269 $132K 0.07% +994 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: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,045 shares 1,045 $109K 0.06% new Timeline HYD 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: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 2,000 shares 2,000 $102K 0.05% +1,000 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,090 shares 1,090 $94.7K 0.05% new Timeline VTEI VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,000 shares; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 950 shares 950 $93.9K 0.05% -50 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: 676 shares; 2023Q4: 676 shares; 2024Q1: 676 shares; 2024Q2: 676 shares; 2024Q3: 676 shares; 2024Q4: 676 shares; 2025Q1: 676 shares 676 $92.6K 0.05% 0 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,305 shares; 2023Q4: 1,305 shares; 2024Q1: 1,305 shares; 2024Q2: 1,305 shares; 2024Q3: 1,305 shares; 2024Q4: 1,305 shares; 2025Q1: 1,305 shares 1,305 $89.7K 0.05% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 3,572 shares; 2023Q4: 3,572 shares; 2024Q1: 3,572 shares; 2024Q2: 3,572 shares; 2024Q3: 3,407 shares; 2024Q4: 3,407 shares; 2025Q1: 3,407 shares 3,407 $86.3K 0.05% 0 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: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 100 shares; 2024Q3: 100 shares; 2024Q4: 250 shares; 2025Q1: 1,108 shares 1,108 $78.5K 0.04% +858 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 220 shares; 2023Q4: 220 shares; 2024Q1: 220 shares; 2024Q2: 220 shares; 2024Q3: 220 shares; 2024Q4: 220 shares; 2025Q1: 220 shares 220 $72.6K 0.04% 0 Timeline IJK 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: 840 shares; 2023Q4: 840 shares; 2024Q1: 840 shares; 2024Q2: 840 shares; 2024Q3: 840 shares; 2024Q4: 840 shares; 2025Q1: 840 shares 840 $70K 0.04% 0 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,200 shares; 2023Q4: 1,200 shares; 2024Q1: 1,200 shares; 2024Q2: 800 shares; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares 800 $63.2K 0.03% 0 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 756 shares; 2023Q4: 756 shares; 2024Q1: 756 shares; 2024Q2: 756 shares; 2024Q3: 631 shares; 2024Q4: 631 shares; 2025Q1: 631 shares 631 $62.3K 0.03% 0 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 5 shares; 2024Q2: 32 shares; 2024Q3: 370 shares; 2024Q4: 370 shares; 2025Q1: 370 shares 370 $61.9K 0.03% 0 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: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,128 shares 1,128 $60.9K 0.03% new Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 945 shares; 2023Q4: 945 shares; 2024Q1: 945 shares; 2024Q2: 945 shares; 2024Q3: 865 shares; 2024Q4: 465 shares; 2025Q1: 547 shares 547 $54K 0.03% +82 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 537 shares; 2023Q4: 537 shares; 2024Q1: 537 shares; 2024Q2: 537 shares; 2024Q3: 537 shares; 2024Q4: 537 shares; 2025Q1: 537 shares 537 $49.4K 0.03% 0 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 275 shares 275 $47.4K 0.02% new Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 3 shares; 2023Q4: 4 shares; 2024Q1: 14 shares; 2024Q2: 14 shares; 2024Q3: 14 shares; 2024Q4: 17 shares; 2025Q1: 24 shares 24 $46.8K 0.02% +7 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: 213 shares; 2023Q4: 213 shares; 2024Q1: 213 shares; 2024Q2: 213 shares; 2024Q3: 213 shares; 2024Q4: 213 shares; 2025Q1: 363 shares 363 $46.8K 0.02% +150 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 300 shares; 2023Q4: 300 shares; 2024Q1: 300 shares; 2024Q2: 300 shares; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares 300 $43K 0.02% 0 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 544 shares; 2023Q4: 546 shares; 2024Q1: 547 shares; 2024Q2: 547 shares; 2024Q3: 549 shares; 2024Q4: 1,651 shares; 2025Q1: 1,897 shares 1,897 $40.8K 0.02% +246 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: 24 shares; 2023Q4: 24 shares; 2024Q1: 24 shares; 2024Q2: 80 shares; 2024Q3: 80 shares; 2024Q4: 80 shares; 2025Q1: 415 shares 415 $38.8K 0.02% +335 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 91 shares; 2024Q2: 91 shares; 2024Q3: 91 shares; 2024Q4: 91 shares; 2025Q1: 500 shares 500 $35.8K 0.02% +409 Timeline VWOB 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: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 555 shares 555 $35.6K 0.02% new Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 100 shares; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares 100 $31.2K 0.02% 0 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: 500 shares; 2023Q4: 500 shares; 2024Q1: 500 shares; 2024Q2: 500 shares; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares 500 $28.3K 0.01% 0 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 96 shares; 2024Q1: 96 shares; 2024Q2: 96 shares; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares 300 $26.1K 0.01% 0 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: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 550 shares 550 $24.3K 0.01% new Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 171 shares 171 $20.9K 0.01% new Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 300 shares; 2023Q4: 300 shares; 2024Q1: 300 shares; 2024Q2: 300 shares; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 200 shares 200 $19.6K 0.01% -100 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 300 shares; 2025Q1: 558 shares 558 $19.1K 0.01% +258 Timeline PCEF 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: 1,000 shares; 2023Q4: 1,000 shares; 2024Q1: 1,000 shares; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares 1,000 $18.9K 0.01% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 26 shares; 2023Q4: 26 shares; 2024Q1: 26 shares; 2024Q2: 26 shares; 2024Q3: 26 shares; 2024Q4: 26 shares; 2025Q1: 50 shares 50 $17.6K 0.01% +24 Timeline AG FIRST MAJESTIC SILVER CORP More: the full row for FIRST MAJESTIC SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,550 shares 2,550 $17.1K 0.01% new 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: 79 shares; 2023Q4: 79 shares; 2024Q1: 79 shares; 2024Q2: 50 shares; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares 50 $14.4K 0.01% 0 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 18 shares; 2023Q4: 18 shares; 2024Q1: 18 shares; 2024Q2: 18 shares; 2024Q3: 18 shares; 2024Q4: 18 shares; 2025Q1: 18 shares 18 $14.3K 0.01% 0 Timeline FORM FORMFACTOR INC More: the full row for FORMFACTOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 465 shares; 2023Q4: 465 shares; 2024Q1: 465 shares; 2024Q2: 465 shares; 2024Q3: 465 shares; 2024Q4: 465 shares; 2025Q1: 465 shares 465 $13.2K 0.01% 0 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 200 shares; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: 300 shares; 2024Q3: 350 shares; 2024Q4: 350 shares; 2025Q1: 350 shares 350 $11.9K 0.01% 0 Timeline ERIC TELEFONAKTIEBOLAGET LM ERICS More: the full row for TELEFONAKTIEBOLAGET LM ERICS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares 1,500 $11.6K 0.01% 0 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 500 shares; 2023Q4: 500 shares; 2024Q1: 500 shares; 2024Q2: 500 shares; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares 500 $11.4K 0.01% 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: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 142 shares 142 $8.77K <0.01% new Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 60 shares; 2024Q3: 60 shares; 2024Q4: 75 shares; 2025Q1: 75 shares 75 $8.01K <0.01% 0 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30 shares 30 $7.71K <0.01% new Timeline DOCN DIGITALOCEAN HLDGS INC More: the full row for DIGITALOCEAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 220 shares; 2024Q4: 220 shares; 2025Q1: 220 shares 220 $7.35K <0.01% 0 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: 75 shares; 2023Q4: 75 shares; 2024Q1: 75 shares; 2024Q2: 75 shares; 2024Q3: 75 shares; 2024Q4: 75 shares; 2025Q1: 75 shares 75 $7.22K <0.01% 0 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 235 shares; 2024Q1: 235 shares; 2024Q2: 235 shares; 2024Q3: 235 shares; 2024Q4: 235 shares; 2025Q1: 235 shares 235 $6.96K <0.01% 0 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: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22 shares 22 $6.87K <0.01% new Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 240 shares 240 $6.62K <0.01% new Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 500 shares; 2023Q4: 500 shares; 2024Q1: 500 shares; 2024Q2: 500 shares; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares 500 $6.22K <0.01% 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: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 65 shares 65 $5.71K <0.01% new Timeline TILRAY INC TILRAY INC More: the full row for TILRAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 8,381 shares; 2023Q4: 8,381 shares; 2024Q1: 8,381 shares; 2024Q2: 8,381 shares; 2024Q3: 8,381 shares; 2024Q4: 8,381 shares; 2025Q1: 8,381 shares 8,381 $5.51K <0.01% 0 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: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10 shares 10 $4.69K <0.01% new Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 34 shares 34 $4.5K <0.01% new Timeline OPK OPKO HEALTH INC More: the full row for OPKO HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,392 shares; 2023Q4: 2,392 shares; 2024Q1: 2,392 shares; 2024Q2: 2,392 shares; 2024Q3: 2,392 shares; 2024Q4: 2,392 shares; 2025Q1: 2,392 shares 2,392 $3.97K <0.01% 0 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7 shares 7 $3.58K <0.01% new Timeline WOLFSPEED INC WOLFSPEED INC More: the full row for WOLFSPEED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 575 shares; 2023Q4: 825 shares; 2024Q1: 1,225 shares; 2024Q2: 1,725 shares; 2024Q3: 1,725 shares; 2024Q4: 1,450 shares; 2025Q1: 1,050 shares 1,050 $3.21K <0.01% -400 LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15 shares 15 $3.14K <0.01% new Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29 shares 29 $3.06K <0.01% new Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11 shares 11 $3K <0.01% new Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2 shares 2 $2.77K <0.01% new Timeline CRDF CARDIFF ONCOLOGY INC More: the full row for CARDIFF ONCOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 806 shares; 2023Q4: 806 shares; 2024Q1: 806 shares; 2024Q2: 806 shares; 2024Q3: 806 shares; 2024Q4: 806 shares; 2025Q1: 806 shares 806 $2.53K <0.01% 0 Timeline SGOV 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: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25 shares 25 $2.52K <0.01% new Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 75 shares; 2023Q4: 75 shares; 2024Q1: 75 shares; 2024Q2: 75 shares; 2024Q3: 75 shares; 2024Q4: 75 shares; 2025Q1: 17 shares 17 $2.5K <0.01% -58 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 108 shares 108 $2.14K <0.01% new 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: 55 shares; 2023Q4: 55 shares; 2024Q1: 55 shares; 2024Q2: 55 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3 shares 3 $1.68K <0.01% new Timeline AUPH AURINIA PHARMACEUTICALS INC More: the full row for AURINIA PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 200 shares; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: 200 shares; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares 200 $1.61K <0.01% 0 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 31 shares; 2023Q4: 32 shares; 2024Q1: 32 shares; 2024Q2: 32 shares; 2024Q3: 32 shares; 2024Q4: 65 shares; 2025Q1: 66 shares 66 $1.6K <0.01% +1 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10 shares 10 $1.4K <0.01% new Timeline NRDY NERDY INC More: the full row for NERDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 934 shares; 2023Q4: 934 shares; 2024Q1: 934 shares; 2024Q2: 934 shares; 2024Q3: 934 shares; 2024Q4: 934 shares; 2025Q1: 934 shares 934 $1.33K <0.01% 0 Timeline ANIP ANI PHARMACEUTICALS INC More: the full row for ANI PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15 shares 15 $1K <0.01% new Timeline CHEMOMAB THERAPEUTICS LTD CHEMOMAB THERAPEUTICS LTD More: the full row for CHEMOMAB THERAPEUTICS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 500 shares; 2023Q4: 500 shares; 2024Q1: 500 shares; 2024Q2: 500 shares; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares 500 $545 <0.01% 0 TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 5,623 shares; 2023Q4: 5,073 shares; 2024Q1: 4,636 shares; 2024Q2: 3,377 shares; 2024Q3: 3,202 shares; 2024Q4: not reported; 2025Q1: 5 shares 5 $522 <0.01% new Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 18 shares; 2024Q3: 18 shares; 2024Q4: not reported; 2025Q1: 4 shares 4 $304 <0.01% new Timeline SNDL SNDL INC More: the full row for SNDL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 50 shares 50 $71 <0.01% new Timeline AYTU AYTU BIOPHARMA INC More: the full row for AYTU BIOPHARMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10 shares 10 $12 <0.01% new Timeline