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: 679,654 shares; 2023Q4: 702,000 shares; 2024Q1: 739,002 shares; 2024Q2: 764,608 shares; 2024Q3: 764,366 shares; 2024Q4: 772,398 shares; 2025Q1: 770,019 shares 770,019 $286M 12.66% -2,379 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: 268,928 shares; 2023Q4: 316,378 shares; 2024Q1: 388,450 shares; 2024Q2: 434,178 shares; 2024Q3: 453,369 shares; 2024Q4: 462,099 shares; 2025Q1: 461,828 shares 461,828 $237M 10.52% -271 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: 591,372 shares; 2023Q4: 620,169 shares; 2024Q1: 655,223 shares; 2024Q2: 676,531 shares; 2024Q3: 673,900 shares; 2024Q4: 670,077 shares; 2025Q1: 638,946 shares 638,946 $124M 5.5% -31,131 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: 885,114 shares; 2023Q4: 1,014,535 shares; 2024Q1: 1,605,503 shares; 2024Q2: 1,864,469 shares; 2024Q3: 2,096,848 shares; 2024Q4: 2,361,294 shares; 2025Q1: 3,142,688 shares 3,142,688 $102M 4.51% +781,394 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: 176,950 shares; 2023Q4: 178,006 shares; 2024Q1: 169,545 shares; 2024Q2: 171,800 shares; 2024Q3: 171,606 shares; 2024Q4: 174,738 shares; 2025Q1: 167,098 shares 167,098 $93.5M 4.14% -7,640 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: 1,366,709 shares; 2023Q4: 1,355,238 shares; 2024Q1: 1,340,616 shares; 2024Q2: 1,407,002 shares; 2024Q3: 1,410,106 shares; 2024Q4: 1,448,441 shares; 2025Q1: 1,469,209 shares 1,469,209 $90.8M 4.02% +20,768 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: 119,242 shares; 2023Q4: 129,019 shares; 2024Q1: 162,247 shares; 2024Q2: 177,374 shares; 2024Q3: 180,086 shares; 2024Q4: 182,400 shares; 2025Q1: 183,918 shares 183,918 $86.2M 3.82% +1,518 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: 382,063 shares; 2023Q4: 379,790 shares; 2024Q1: 340,357 shares; 2024Q2: 326,722 shares; 2024Q3: 320,842 shares; 2024Q4: 321,881 shares; 2025Q1: 307,649 shares 307,649 $68.3M 3.03% -14,232 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 411,795 shares; 2023Q4: 468,565 shares; 2024Q1: 835,753 shares; 2024Q2: 2,104,195 shares; 2024Q3: 2,648,321 shares; 2024Q4: 2,567,820 shares; 2025Q1: 4,120,043 shares 4,120,043 $62.4M 2.77% +1,552,223 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: 495,669 shares; 2023Q4: 493,533 shares; 2024Q1: 488,829 shares; 2024Q2: 478,039 shares; 2024Q3: 471,804 shares; 2024Q4: 479,201 shares; 2025Q1: 477,068 shares 477,068 $61.5M 2.73% -2,133 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: 261,395 shares; 2023Q4: 264,173 shares; 2024Q1: 265,727 shares; 2024Q2: 295,808 shares; 2024Q3: 295,468 shares; 2024Q4: 296,754 shares; 2025Q1: 295,910 shares 295,910 $56.3M 2.5% -844 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: 123,530 shares; 2023Q4: 125,755 shares; 2024Q1: 138,287 shares; 2024Q2: 139,679 shares; 2024Q3: 141,799 shares; 2024Q4: 142,637 shares; 2025Q1: 142,174 shares 142,174 $53.4M 2.37% -463 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 746,611 shares; 2023Q4: 768,032 shares; 2024Q1: 822,536 shares; 2024Q2: 830,353 shares; 2024Q3: 816,791 shares; 2024Q4: 815,088 shares; 2025Q1: 781,468 shares 781,468 $42.8M 1.9% -33,620 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: 179,336 shares; 2023Q4: 177,289 shares; 2024Q1: 175,137 shares; 2024Q2: 172,102 shares; 2024Q3: 162,784 shares; 2024Q4: 155,498 shares; 2025Q1: 154,269 shares 154,269 $34.3M 1.52% -1,229 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: 209,704 shares; 2023Q4: 209,342 shares; 2024Q1: 209,352 shares; 2024Q2: 208,705 shares; 2024Q3: 209,041 shares; 2024Q4: 210,021 shares; 2025Q1: 210,021 shares 210,021 $32.8M 1.45% 0 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: 115,776 shares; 2023Q4: 113,464 shares; 2024Q1: 114,504 shares; 2024Q2: 115,181 shares; 2024Q3: 115,887 shares; 2024Q4: 110,897 shares; 2025Q1: 107,749 shares 107,749 $29.6M 1.31% -3,148 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: 178,875 shares; 2023Q4: 178,183 shares; 2024Q1: 179,352 shares; 2024Q2: 169,601 shares; 2024Q3: 169,675 shares; 2024Q4: 150,532 shares; 2025Q1: 120,671 shares 120,671 $29.6M 1.31% -29,861 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: 183,695 shares; 2023Q4: 191,709 shares; 2024Q1: 189,340 shares; 2024Q2: 189,457 shares; 2024Q3: 189,624 shares; 2024Q4: 190,020 shares; 2025Q1: 189,357 shares 189,357 $29.3M 1.3% -663 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: 2,450,503 shares; 2023Q4: 2,656,610 shares; 2024Q1: 1,243,159 shares; 2024Q2: 1,196,768 shares; 2024Q3: 1,207,994 shares; 2024Q4: 1,156,297 shares; 2025Q1: 1,151,930 shares 1,151,930 $29.2M 1.29% -4,367 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: 55,100 shares; 2023Q4: 62,895 shares; 2024Q1: 338,226 shares; 2024Q2: 333,862 shares; 2024Q3: 327,906 shares; 2024Q4: 329,721 shares; 2025Q1: 324,005 shares 324,005 $28.8M 1.28% -5,716 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: 110,766 shares; 2023Q4: 110,170 shares; 2024Q1: 111,811 shares; 2024Q2: 111,201 shares; 2024Q3: 109,851 shares; 2024Q4: 107,300 shares; 2025Q1: 102,372 shares 102,372 $21.1M 0.94% -4,928 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: 106,471 shares; 2023Q4: 122,894 shares; 2024Q1: 189,727 shares; 2024Q2: 208,145 shares; 2024Q3: 219,656 shares; 2024Q4: 220,947 shares; 2025Q1: 196,975 shares 196,975 $20.6M 0.91% -23,972 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: 30,350 shares; 2023Q4: 140,635 shares; 2024Q1: 219,157 shares; 2024Q2: 219,179 shares; 2024Q3: 221,482 shares; 2024Q4: 221,720 shares; 2025Q1: 166,222 shares 166,222 $20.3M 0.9% -55,498 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 334,126 shares; 2023Q4: 408,549 shares; 2024Q1: 578,763 shares; 2024Q2: 592,566 shares; 2024Q3: 613,270 shares; 2024Q4: 701,486 shares; 2025Q1: 857,410 shares 857,410 $19M 0.84% +155,924 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: 14,962 shares; 2023Q4: 17,335 shares; 2024Q1: 17,211 shares; 2024Q2: 174,545 shares; 2024Q3: 173,131 shares; 2024Q4: 172,141 shares; 2025Q1: 168,937 shares 168,937 $18.3M 0.81% -3,204 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: 136,950 shares; 2023Q4: 136,950 shares; 2024Q1: 136,950 shares; 2024Q2: 146,350 shares; 2024Q3: 145,950 shares; 2024Q4: 145,950 shares; 2025Q1: 144,100 shares 144,100 $16.7M 0.74% -1,850 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: 9,168 shares; 2023Q4: 9,168 shares; 2024Q1: 9,577 shares; 2024Q2: 9,594 shares; 2024Q3: 96,129 shares; 2024Q4: 91,067 shares; 2025Q1: 91,132 shares 91,132 $15.3M 0.68% +65 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: 76,007 shares; 2023Q4: 76,922 shares; 2024Q1: 78,701 shares; 2024Q2: 78,301 shares; 2024Q3: 78,319 shares; 2024Q4: 77,176 shares; 2025Q1: 76,692 shares 76,692 $12.8M 0.57% -484 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 228,178 shares; 2023Q4: 229,478 shares; 2024Q1: 229,478 shares; 2024Q2: 229,478 shares; 2024Q3: 230,478 shares; 2024Q4: 230,478 shares; 2025Q1: 230,478 shares 230,478 $12.3M 0.55% 0 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 234,641 shares; 2023Q4: 234,641 shares; 2024Q1: 234,641 shares; 2024Q2: 234,641 shares; 2024Q3: 234,641 shares; 2024Q4: 234,641 shares; 2025Q1: 234,641 shares 234,641 $12.3M 0.55% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 517,142 shares; 2023Q4: 475,616 shares; 2024Q1: 459,823 shares; 2024Q2: 394,381 shares; 2024Q3: 281,537 shares; 2024Q4: 279,332 shares; 2025Q1: 276,948 shares 276,948 $11.6M 0.51% -2,384 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: 126,350 shares; 2023Q4: 99,722 shares; 2024Q1: 79,832 shares; 2024Q2: 70,611 shares; 2024Q3: 70,132 shares; 2024Q4: 64,043 shares; 2025Q1: 58,512 shares 58,512 $10.1M 0.45% -5,531 Timeline IGM 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: 77,994 shares; 2024Q2: 113,948 shares; 2024Q3: 115,348 shares; 2024Q4: 113,796 shares; 2025Q1: 111,146 shares 111,146 $10.1M 0.45% -2,650 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 292,927 shares; 2023Q4: 292,927 shares; 2024Q1: 290,927 shares; 2024Q2: 290,927 shares; 2024Q3: 290,927 shares; 2024Q4: 290,927 shares; 2025Q1: 290,927 shares 290,927 $9.93M 0.44% 0 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: 83,063 shares; 2023Q4: 83,064 shares; 2024Q1: 83,794 shares; 2024Q2: 83,730 shares; 2024Q3: 83,730 shares; 2024Q4: 83,774 shares; 2025Q1: 83,818 shares 83,818 $9.77M 0.43% +44 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 122,171 shares; 2023Q4: 105,396 shares; 2024Q1: 86,729 shares; 2024Q2: 84,412 shares; 2024Q3: 78,835 shares; 2024Q4: 78,963 shares; 2025Q1: 80,761 shares 80,761 $9.65M 0.43% +1,798 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: 98,375 shares; 2023Q4: 97,671 shares; 2024Q1: 97,512 shares; 2024Q2: 95,712 shares; 2024Q3: 95,721 shares; 2024Q4: 95,507 shares; 2025Q1: 95,515 shares 95,515 $9.43M 0.42% +8 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 15,028 shares; 2023Q4: 15,816 shares; 2024Q1: 16,799 shares; 2024Q2: 15,363 shares; 2024Q3: 15,778 shares; 2024Q4: 15,985 shares; 2025Q1: 16,504 shares 16,504 $9.27M 0.41% +519 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 73,786 shares; 2023Q4: 68,245 shares; 2024Q1: 66,545 shares; 2024Q2: 65,820 shares; 2024Q3: 66,066 shares; 2024Q4: 66,317 shares; 2025Q1: 66,160 shares 66,160 $9.25M 0.41% -157 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: 4,876 shares; 2023Q4: 6,117 shares; 2024Q1: 9,779 shares; 2024Q2: 9,835 shares; 2024Q3: 9,932 shares; 2024Q4: 9,956 shares; 2025Q1: 10,557 shares 10,557 $8.72M 0.39% +601 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: 22,015 shares; 2023Q4: 22,225 shares; 2024Q1: 19,930 shares; 2024Q2: 15,890 shares; 2024Q3: 15,569 shares; 2024Q4: 15,827 shares; 2025Q1: 15,837 shares 15,837 $8.65M 0.38% +10 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: 44,086 shares; 2023Q4: 44,394 shares; 2024Q1: 44,394 shares; 2024Q2: 45,942 shares; 2024Q3: 45,942 shares; 2024Q4: 47,102 shares; 2025Q1: 50,001 shares 50,001 $8.54M 0.38% +2,899 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: 26,066 shares; 2023Q4: 26,066 shares; 2024Q1: 23,017 shares; 2024Q2: 23,035 shares; 2024Q3: 23,097 shares; 2024Q4: 23,305 shares; 2025Q1: 23,305 shares 23,305 $8.54M 0.38% 0 Timeline IQLT 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: 145,866 shares; 2023Q4: 136,688 shares; 2024Q1: 288,976 shares; 2024Q2: 359,247 shares; 2024Q3: 369,979 shares; 2024Q4: 218,099 shares; 2025Q1: 208,169 shares 208,169 $8.26M 0.37% -9,930 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: 21,233 shares; 2023Q4: 22,673 shares; 2024Q1: 23,357 shares; 2024Q2: 23,052 shares; 2024Q3: 23,093 shares; 2024Q4: 23,367 shares; 2025Q1: 23,229 shares 23,229 $8.14M 0.36% -138 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: 82,867 shares; 2023Q4: 81,715 shares; 2024Q1: 82,089 shares; 2024Q2: 81,788 shares; 2024Q3: 81,932 shares; 2024Q4: 82,815 shares; 2025Q1: 67,675 shares 67,675 $8.05M 0.36% -15,140 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: 70,572 shares; 2023Q4: 82,654 shares; 2024Q1: 90,451 shares; 2024Q2: 92,246 shares; 2024Q3: 102,880 shares; 2024Q4: 102,880 shares; 2025Q1: 97,401 shares 97,401 $7.83M 0.35% -5,479 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL 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: 18,016 shares; 2024Q4: 115,600 shares; 2025Q1: 531,574 shares 531,574 $7.79M 0.35% +415,974 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 99,251 shares; 2023Q4: 99,251 shares; 2024Q1: 97,679 shares; 2024Q2: 96,579 shares; 2024Q3: 96,579 shares; 2024Q4: 96,351 shares; 2025Q1: 96,351 shares 96,351 $7.74M 0.34% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 31,930 shares; 2023Q4: 31,904 shares; 2024Q1: 32,804 shares; 2024Q2: 32,804 shares; 2024Q3: 32,893 shares; 2024Q4: 33,393 shares; 2025Q1: 33,393 shares 33,393 $7.73M 0.34% 0 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 44,156 shares; 2023Q4: 44,156 shares; 2024Q1: 44,156 shares; 2024Q2: 44,156 shares; 2024Q3: 44,175 shares; 2024Q4: 44,233 shares; 2025Q1: 44,233 shares 44,233 $7.28M 0.32% 0 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: 75,469 shares; 2023Q4: 75,561 shares; 2024Q1: 76,646 shares; 2024Q2: 75,586 shares; 2024Q3: 75,745 shares; 2024Q4: 75,895 shares; 2025Q1: 76,005 shares 76,005 $6.82M 0.3% +110 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 16,704 shares; 2023Q4: 16,604 shares; 2024Q1: 16,386 shares; 2024Q2: 14,474 shares; 2024Q3: 14,482 shares; 2024Q4: 14,482 shares; 2025Q1: 14,482 shares 14,482 $6.8M 0.3% 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: 38,736 shares; 2023Q4: 38,739 shares; 2024Q1: 39,568 shares; 2024Q2: 38,609 shares; 2024Q3: 38,637 shares; 2024Q4: 38,828 shares; 2025Q1: 38,831 shares 38,831 $6.44M 0.29% +3 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 175,217 shares; 2024Q4: 135,924 shares; 2025Q1: 135,924 shares 135,924 $6.36M 0.28% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 35,818 shares; 2023Q4: 35,818 shares; 2024Q1: 35,842 shares; 2024Q2: 35,742 shares; 2024Q3: 36,778 shares; 2024Q4: 36,778 shares; 2025Q1: 36,778 shares 36,778 $5.84M 0.26% 0 Timeline FMC FMC CORP More: the full row for FMC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 78,762 shares; 2023Q4: 78,000 shares; 2024Q1: 78,000 shares; 2024Q2: 128,000 shares; 2024Q3: 128,000 shares; 2024Q4: 128,000 shares; 2025Q1: 128,000 shares 128,000 $5.4M 0.24% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 9,009 shares; 2023Q4: 10,264 shares; 2024Q1: 10,422 shares; 2024Q2: 10,222 shares; 2024Q3: 9,944 shares; 2024Q4: 9,962 shares; 2025Q1: 9,597 shares 9,597 $5.26M 0.23% -365 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: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29,942 shares 29,942 $5.19M 0.23% new 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: 230,176 shares; 2023Q4: 208,726 shares; 2024Q1: 159,089 shares; 2024Q2: 138,701 shares; 2024Q3: 129,786 shares; 2024Q4: 105,447 shares; 2025Q1: 83,890 shares 83,890 $5.05M 0.22% -21,557 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 54,139 shares; 2023Q4: 54,139 shares; 2024Q1: 54,134 shares; 2024Q2: 54,134 shares; 2024Q3: 54,134 shares; 2024Q4: 52,657 shares; 2025Q1: 54,210 shares 54,210 $5.03M 0.22% +1,553 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: 72,895 shares; 2023Q4: 70,710 shares; 2024Q1: 56,979 shares; 2024Q2: 55,363 shares; 2024Q3: 53,745 shares; 2024Q4: 52,817 shares; 2025Q1: 51,551 shares 51,551 $5.03M 0.22% -1,266 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: 60,000 shares; 2023Q4: 60,000 shares; 2024Q1: 60,000 shares; 2024Q2: 60,000 shares; 2024Q3: 60,000 shares; 2024Q4: 60,000 shares; 2025Q1: 60,000 shares 60,000 $4.81M 0.21% 0 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: 8,161 shares; 2023Q4: 8,050 shares; 2024Q1: 9,050 shares; 2024Q2: 18,268 shares; 2024Q3: 18,268 shares; 2024Q4: 54,328 shares; 2025Q1: 58,631 shares 58,631 $4.79M 0.21% +4,303 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 21,049 shares; 2023Q4: 20,814 shares; 2024Q1: 21,455 shares; 2024Q2: 21,980 shares; 2024Q3: 22,100 shares; 2024Q4: 21,926 shares; 2025Q1: 21,958 shares 21,958 $4.38M 0.19% +32 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: 26,075 shares; 2023Q4: 26,072 shares; 2024Q1: 26,794 shares; 2024Q2: 26,359 shares; 2024Q3: 25,597 shares; 2024Q4: 25,660 shares; 2025Q1: 25,692 shares 25,692 $4.38M 0.19% +32 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: 30,297 shares; 2023Q4: 32,258 shares; 2024Q1: 33,644 shares; 2024Q2: 33,374 shares; 2024Q3: 32,548 shares; 2024Q4: 32,629 shares; 2025Q1: 28,761 shares 28,761 $4.2M 0.19% -3,868 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: 35,217 shares; 2023Q4: 31,382 shares; 2024Q1: 28,787 shares; 2024Q2: 27,931 shares; 2024Q3: 27,932 shares; 2024Q4: 20,125 shares; 2025Q1: 19,785 shares 19,785 $4.19M 0.19% -340 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: 33,200 shares; 2023Q4: 33,200 shares; 2024Q1: 33,200 shares; 2024Q2: 32,720 shares; 2024Q3: 32,720 shares; 2024Q4: 32,720 shares; 2025Q1: 32,720 shares 32,720 $4.04M 0.18% 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: 93,371 shares; 2023Q4: 80,466 shares; 2024Q1: 75,520 shares; 2024Q2: 70,583 shares; 2024Q3: 58,192 shares; 2024Q4: 54,022 shares; 2025Q1: 41,992 shares 41,992 $3.92M 0.17% -12,030 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: 5,135 shares; 2023Q4: 5,325 shares; 2024Q1: 5,773 shares; 2024Q2: 5,911 shares; 2024Q3: 5,937 shares; 2024Q4: 5,833 shares; 2025Q1: 5,919 shares 5,919 $3.92M 0.17% +86 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 14,255 shares; 2023Q4: 14,421 shares; 2024Q1: 14,573 shares; 2024Q2: 16,628 shares; 2024Q3: 16,202 shares; 2024Q4: 16,203 shares; 2025Q1: 13,980 shares 13,980 $3.75M 0.17% -2,223 Timeline QQXT 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: 41,021 shares; 2023Q4: 40,021 shares; 2024Q1: 39,821 shares; 2024Q2: 39,821 shares; 2024Q3: 39,821 shares; 2024Q4: 39,821 shares; 2025Q1: 39,821 shares 39,821 $3.74M 0.17% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 10,256 shares; 2023Q4: 10,256 shares; 2024Q1: 10,256 shares; 2024Q2: 10,256 shares; 2024Q3: 10,256 shares; 2024Q4: 10,256 shares; 2025Q1: 10,256 shares 10,256 $3.7M 0.16% 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: 1,519 shares; 2023Q4: 1,519 shares; 2024Q1: 1,707 shares; 2024Q2: 11,641 shares; 2024Q3: 11,616 shares; 2024Q4: 11,895 shares; 2025Q1: 11,866 shares 11,866 $3.64M 0.16% -29 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: 16,347 shares; 2023Q4: 16,347 shares; 2024Q1: 17,530 shares; 2024Q2: 16,830 shares; 2024Q3: 16,867 shares; 2024Q4: 16,867 shares; 2025Q1: 16,867 shares 16,867 $3.53M 0.16% 0 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: 22,750 shares; 2023Q4: 21,576 shares; 2024Q1: 20,326 shares; 2024Q2: 18,950 shares; 2024Q3: 18,950 shares; 2024Q4: 18,950 shares; 2025Q1: 18,950 shares 18,950 $3.53M 0.16% 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: 11,527 shares; 2023Q4: 11,527 shares; 2024Q1: 11,627 shares; 2024Q2: 11,527 shares; 2024Q3: 11,545 shares; 2024Q4: 11,545 shares; 2025Q1: 11,545 shares 11,545 $3.53M 0.16% 0 Timeline IWS 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: 27,788 shares; 2023Q4: 27,788 shares; 2024Q1: 27,788 shares; 2024Q2: 27,788 shares; 2024Q3: 27,788 shares; 2024Q4: 27,828 shares; 2025Q1: 27,828 shares 27,828 $3.51M 0.16% 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: 28,697 shares; 2023Q4: 28,697 shares; 2024Q1: 28,697 shares; 2024Q2: 28,697 shares; 2024Q3: 28,697 shares; 2024Q4: 28,726 shares; 2025Q1: 28,726 shares 28,726 $3.48M 0.15% 0 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED 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: 41,400 shares; 2024Q4: 80,755 shares; 2025Q1: 82,955 shares 82,955 $3.47M 0.15% +2,200 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: 22,887 shares; 2023Q4: 22,895 shares; 2024Q1: 23,054 shares; 2024Q2: 23,096 shares; 2024Q3: 22,995 shares; 2024Q4: 23,017 shares; 2025Q1: 23,039 shares 23,039 $3.45M 0.15% +22 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: 41,598 shares; 2023Q4: 41,598 shares; 2024Q1: 41,352 shares; 2024Q2: 24,781 shares; 2024Q3: 24,731 shares; 2024Q4: 24,731 shares; 2025Q1: 24,731 shares 24,731 $3.39M 0.15% 0 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 6,362 shares; 2023Q4: 6,572 shares; 2024Q1: 6,522 shares; 2024Q2: 6,559 shares; 2024Q3: 6,568 shares; 2024Q4: 6,497 shares; 2025Q1: 6,497 shares 6,497 $3.23M 0.14% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 10,351 shares; 2023Q4: 10,315 shares; 2024Q1: 10,640 shares; 2024Q2: 10,537 shares; 2024Q3: 10,510 shares; 2024Q4: 10,606 shares; 2025Q1: 6,073 shares 6,073 $3.18M 0.14% -4,533 Timeline XSW SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 19,912 shares; 2023Q4: 19,924 shares; 2024Q1: 19,924 shares; 2024Q2: 19,924 shares; 2024Q3: 19,924 shares; 2024Q4: 19,823 shares; 2025Q1: 19,089 shares 19,089 $3.05M 0.14% -734 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 49,177 shares; 2023Q4: 49,032 shares; 2024Q1: 53,902 shares; 2024Q2: 48,857 shares; 2024Q3: 48,857 shares; 2024Q4: 49,154 shares; 2025Q1: 49,044 shares 49,044 $2.97M 0.13% -110 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 5,937 shares; 2023Q4: 5,937 shares; 2024Q1: 5,937 shares; 2024Q2: 5,962 shares; 2024Q3: 5,974 shares; 2024Q4: 6,040 shares; 2025Q1: 6,040 shares 6,040 $2.93M 0.13% 0 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 56,725 shares; 2023Q4: 56,884 shares; 2024Q1: 57,065 shares; 2024Q2: 57,248 shares; 2024Q3: 57,866 shares; 2024Q4: 58,307 shares; 2025Q1: 58,549 shares 58,549 $2.89M 0.13% +242 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: 21,310 shares; 2023Q4: 21,310 shares; 2024Q1: 20,755 shares; 2024Q2: 20,755 shares; 2024Q3: 20,563 shares; 2024Q4: 20,563 shares; 2025Q1: 20,564 shares 20,564 $2.89M 0.13% +1 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 140,522 shares; 2023Q4: 149,543 shares; 2024Q1: 145,927 shares; 2024Q2: 149,058 shares; 2024Q3: 149,058 shares; 2024Q4: 149,058 shares; 2025Q1: 149,058 shares 149,058 $2.77M 0.12% 0 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: 70,168 shares; 2023Q4: 66,377 shares; 2024Q1: 66,111 shares; 2024Q2: 63,716 shares; 2024Q3: 63,716 shares; 2024Q4: 67,997 shares; 2025Q1: 65,630 shares 65,630 $2.68M 0.12% -2,367 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,354 shares; 2023Q4: 2,354 shares; 2024Q1: 2,244 shares; 2024Q2: 2,244 shares; 2024Q3: 2,244 shares; 2024Q4: 2,244 shares; 2025Q1: 2,244 shares 2,244 $2.65M 0.12% 0 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: not reported; 2023Q4: not reported; 2024Q1: 800 shares; 2024Q2: 800 shares; 2024Q3: 800 shares; 2024Q4: 821 shares; 2025Q1: 8,721 shares 8,721 $2.63M 0.12% +7,900 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: 2,837 shares; 2023Q4: 2,837 shares; 2024Q1: 2,837 shares; 2024Q2: 2,737 shares; 2024Q3: 14,737 shares; 2024Q4: 14,762 shares; 2025Q1: 14,762 shares 14,762 $2.52M 0.11% 0 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 31,923 shares; 2024Q1: 31,930 shares; 2024Q2: 31,938 shares; 2024Q3: 31,948 shares; 2024Q4: 31,957 shares; 2025Q1: 16,098 shares 16,098 $2.43M 0.11% -15,859 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: 51,001 shares; 2023Q4: 39,417 shares; 2024Q1: 39,417 shares; 2024Q2: 34,463 shares; 2024Q3: 34,590 shares; 2024Q4: 33,669 shares; 2025Q1: 33,669 shares 33,669 $2.41M 0.11% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 42,986 shares; 2023Q4: 42,179 shares; 2024Q1: 45,380 shares; 2024Q2: 41,805 shares; 2024Q3: 41,806 shares; 2024Q4: 41,807 shares; 2025Q1: 38,872 shares 38,872 $2.37M 0.11% -2,935 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: 7,179 shares; 2023Q4: 7,200 shares; 2024Q1: 7,372 shares; 2024Q2: 7,396 shares; 2024Q3: 7,452 shares; 2024Q4: 7,486 shares; 2025Q1: 7,508 shares 7,508 $2.35M 0.1% +22 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 22,573 shares; 2023Q4: 21,740 shares; 2024Q1: 20,830 shares; 2024Q2: 19,995 shares; 2024Q3: 19,995 shares; 2024Q4: 18,387 shares; 2025Q1: 18,122 shares 18,122 $2.26M 0.1% -265 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: 17,958 shares; 2023Q4: 17,958 shares; 2024Q1: 17,958 shares; 2024Q2: 17,958 shares; 2024Q3: 17,992 shares; 2024Q4: 17,992 shares; 2025Q1: 17,992 shares 17,992 $2.19M 0.1% 0 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: 35,812 shares; 2023Q4: 35,812 shares; 2024Q1: 35,287 shares; 2024Q2: 35,287 shares; 2024Q3: 36,287 shares; 2024Q4: 36,287 shares; 2025Q1: 36,287 shares 36,287 $2.18M 0.1% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 11,600 shares; 2023Q4: 11,600 shares; 2024Q1: 11,600 shares; 2024Q2: 11,874 shares; 2024Q3: 11,874 shares; 2024Q4: 12,108 shares; 2025Q1: 12,108 shares 12,108 $2.18M 0.1% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 45,063 shares; 2023Q4: 45,063 shares; 2024Q1: 45,063 shares; 2024Q2: 45,063 shares; 2024Q3: 45,063 shares; 2024Q4: 46,563 shares; 2025Q1: 46,563 shares 46,563 $2.13M 0.09% 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: 12,056 shares; 2023Q4: 12,056 shares; 2024Q1: 12,056 shares; 2024Q2: 12,056 shares; 2024Q3: 12,056 shares; 2024Q4: 11,571 shares; 2025Q1: 11,205 shares 11,205 $2.11M 0.09% -366 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 16,600 shares; 2023Q4: 16,600 shares; 2024Q1: 16,600 shares; 2024Q2: 16,600 shares; 2024Q3: 16,600 shares; 2024Q4: 16,600 shares; 2025Q1: 16,600 shares 16,600 $2.08M 0.09% 0 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: 6,086 shares; 2023Q4: 6,086 shares; 2024Q1: 6,736 shares; 2024Q2: 6,386 shares; 2024Q3: 6,419 shares; 2024Q4: 6,419 shares; 2025Q1: 6,419 shares 6,419 $2M 0.09% 0 Timeline EZM 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: 35,727 shares; 2023Q4: 33,705 shares; 2024Q1: 33,705 shares; 2024Q2: 32,505 shares; 2024Q3: 32,505 shares; 2024Q4: 32,505 shares; 2025Q1: 32,505 shares 32,505 $1.94M 0.09% 0 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: 13,995 shares; 2023Q4: 13,995 shares; 2024Q1: 13,995 shares; 2024Q2: 13,042 shares; 2024Q3: 13,042 shares; 2024Q4: 13,042 shares; 2025Q1: 13,042 shares 13,042 $1.91M 0.08% 0 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: 2,102 shares; 2023Q4: 2,000 shares; 2024Q1: 2,000 shares; 2024Q2: 2,005 shares; 2024Q3: 2,026 shares; 2024Q4: 2,034 shares; 2025Q1: 2,034 shares 2,034 $1.9M 0.08% 0 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: 25,856 shares; 2023Q4: 17,602 shares; 2024Q1: 14,108 shares; 2024Q2: 14,008 shares; 2024Q3: 14,008 shares; 2024Q4: 14,036 shares; 2025Q1: 14,036 shares 14,036 $1.86M 0.08% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 78,687 shares; 2024Q2: 81,323 shares; 2024Q3: 81,323 shares; 2024Q4: 81,173 shares; 2025Q1: 81,173 shares 81,173 $1.84M 0.08% 0 Timeline BXMT BLACKSTONE MORTGAGE TRUST IN More: the full row for BLACKSTONE MORTGAGE TRUST IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 160,719 shares; 2023Q4: 95,540 shares; 2024Q1: 90,705 shares; 2024Q2: 90,705 shares; 2024Q3: 90,000 shares; 2024Q4: 90,000 shares; 2025Q1: 90,000 shares 90,000 $1.8M 0.08% 0 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 63,370 shares; 2023Q4: 50,544 shares; 2024Q1: 48,749 shares; 2024Q2: 46,409 shares; 2024Q3: 46,409 shares; 2024Q4: 46,409 shares; 2025Q1: 46,409 shares 46,409 $1.78M 0.08% 0 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: 13,481 shares; 2023Q4: 13,186 shares; 2024Q1: 13,041 shares; 2024Q2: 13,041 shares; 2024Q3: 13,041 shares; 2024Q4: 13,041 shares; 2025Q1: 13,041 shares 13,041 $1.71M 0.08% 0 Timeline RC READY CAPITAL CORP More: the full row for READY CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 346,883 shares; 2023Q4: 336,883 shares; 2024Q1: 332,160 shares; 2024Q2: 332,160 shares; 2024Q3: 332,160 shares; 2024Q4: 332,160 shares; 2025Q1: 329,799 shares 329,799 $1.68M 0.07% -2,361 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: 18,552 shares; 2023Q4: 16,744 shares; 2024Q1: 16,744 shares; 2024Q2: 16,744 shares; 2024Q3: 16,776 shares; 2024Q4: 16,776 shares; 2025Q1: 16,776 shares 16,776 $1.66M 0.07% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 22,394 shares; 2023Q4: 22,397 shares; 2024Q1: 22,573 shares; 2024Q2: 22,403 shares; 2024Q3: 23,098 shares; 2024Q4: 23,602 shares; 2025Q1: 23,606 shares 23,606 $1.6M 0.07% +4 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: 4,824 shares; 2023Q4: 4,824 shares; 2024Q1: 4,709 shares; 2024Q2: 4,709 shares; 2024Q3: 4,731 shares; 2024Q4: 4,609 shares; 2025Q1: 4,609 shares 4,609 $1.55M 0.07% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 5,796 shares; 2023Q4: 5,796 shares; 2024Q1: 5,796 shares; 2024Q2: 5,796 shares; 2024Q3: 5,819 shares; 2024Q4: 5,999 shares; 2025Q1: 5,999 shares 5,999 $1.52M 0.07% 0 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: 3,865 shares; 2023Q4: 4,014 shares; 2024Q1: 5,192 shares; 2024Q2: 5,696 shares; 2024Q3: 5,718 shares; 2024Q4: 6,246 shares; 2025Q1: 6,104 shares 6,104 $1.52M 0.07% -142 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 12,372 shares; 2023Q4: 12,372 shares; 2024Q1: 12,372 shares; 2024Q2: 12,372 shares; 2024Q3: 12,422 shares; 2024Q4: 12,422 shares; 2025Q1: 12,422 shares 12,422 $1.52M 0.07% 0 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: 5,039 shares; 2023Q4: 8,039 shares; 2024Q1: 8,504 shares; 2024Q2: 8,504 shares; 2024Q3: 8,504 shares; 2024Q4: 8,846 shares; 2025Q1: 9,013 shares 9,013 $1.5M 0.07% +167 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 18,415 shares; 2023Q4: 18,415 shares; 2024Q1: 18,415 shares; 2024Q2: 18,415 shares; 2024Q3: 18,415 shares; 2024Q4: 18,415 shares; 2025Q1: 18,415 shares 18,415 $1.47M 0.07% 0 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: not reported; 2023Q4: not reported; 2024Q1: 20,120 shares; 2024Q2: 20,120 shares; 2024Q3: 20,120 shares; 2024Q4: 20,120 shares; 2025Q1: 20,120 shares 20,120 $1.44M 0.06% 0 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 6,739 shares; 2023Q4: 7,041 shares; 2024Q1: 7,660 shares; 2024Q2: 3,642 shares; 2024Q3: 3,642 shares; 2024Q4: 3,642 shares; 2025Q1: 3,000 shares 3,000 $1.43M 0.06% -642 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: 8,828 shares; 2023Q4: 8,828 shares; 2024Q1: 8,828 shares; 2024Q2: 8,828 shares; 2024Q3: 8,828 shares; 2024Q4: 8,770 shares; 2025Q1: 8,738 shares 8,738 $1.4M 0.06% -32 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: 17,038 shares; 2023Q4: 17,038 shares; 2024Q1: 17,038 shares; 2024Q2: 17,038 shares; 2024Q3: 17,038 shares; 2024Q4: 17,195 shares; 2025Q1: 17,196 shares 17,196 $1.36M 0.06% +1 Timeline VOT 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: 5,487 shares; 2023Q4: 5,488 shares; 2024Q1: 5,488 shares; 2024Q2: 5,488 shares; 2024Q3: 5,489 shares; 2024Q4: 5,489 shares; 2025Q1: 5,489 shares 5,489 $1.34M 0.06% 0 Timeline BUG 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: 42,718 shares; 2023Q4: 42,718 shares; 2024Q1: 42,718 shares; 2024Q2: 40,450 shares; 2024Q3: 40,450 shares; 2024Q4: 40,450 shares; 2025Q1: 40,450 shares 40,450 $1.31M 0.06% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 7,906 shares; 2023Q4: 7,906 shares; 2024Q1: 8,306 shares; 2024Q2: 7,906 shares; 2024Q3: 13,906 shares; 2024Q4: 13,906 shares; 2025Q1: 19,906 shares 19,906 $1.26M 0.06% +6,000 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 5,090 shares; 2023Q4: 5,090 shares; 2024Q1: 5,090 shares; 2024Q2: 5,090 shares; 2024Q3: 5,090 shares; 2024Q4: 5,090 shares; 2025Q1: 5,090 shares 5,090 $1.26M 0.06% 0 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 9,547 shares; 2023Q4: 9,621 shares; 2024Q1: 9,673 shares; 2024Q2: 9,736 shares; 2024Q3: 9,789 shares; 2024Q4: 9,237 shares; 2025Q1: 9,293 shares 9,293 $1.26M 0.06% +56 Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 43,755 shares; 2023Q4: 43,000 shares; 2024Q1: 43,000 shares; 2024Q2: 43,000 shares; 2024Q3: 43,000 shares; 2024Q4: 43,000 shares; 2025Q1: 43,000 shares 43,000 $1.26M 0.06% 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: 30,704 shares; 2023Q4: 30,926 shares; 2024Q1: 31,066 shares; 2024Q2: 30,272 shares; 2024Q3: 30,424 shares; 2024Q4: 27,598 shares; 2025Q1: 27,760 shares 27,760 $1.24M 0.05% +162 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: 3,083 shares; 2023Q4: 3,057 shares; 2024Q1: 3,057 shares; 2024Q2: 3,057 shares; 2024Q3: 3,376 shares; 2024Q4: 3,483 shares; 2025Q1: 4,183 shares 4,183 $1.21M 0.05% +700 Timeline IHAK 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: 26,825 shares; 2023Q4: 26,825 shares; 2024Q1: 26,825 shares; 2024Q2: 25,400 shares; 2024Q3: 25,400 shares; 2024Q4: 25,400 shares; 2025Q1: 25,400 shares 25,400 $1.19M 0.05% 0 Timeline IEFA 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: 18,889 shares; 2023Q4: 18,779 shares; 2024Q1: 18,639 shares; 2024Q2: 18,639 shares; 2024Q3: 18,309 shares; 2024Q4: 17,040 shares; 2025Q1: 15,771 shares 15,771 $1.19M 0.05% -1,269 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 12,044 shares; 2023Q4: 12,044 shares; 2024Q1: 12,954 shares; 2024Q2: 11,179 shares; 2024Q3: 11,079 shares; 2024Q4: 11,079 shares; 2025Q1: 10,846 shares 10,846 $1.19M 0.05% -233 Timeline PID 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: 61,943 shares; 2023Q4: 61,943 shares; 2024Q1: 61,943 shares; 2024Q2: 61,943 shares; 2024Q3: 61,943 shares; 2024Q4: 61,943 shares; 2025Q1: 61,943 shares 61,943 $1.18M 0.05% 0 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 5,861 shares; 2023Q4: 5,861 shares; 2024Q1: 5,385 shares; 2024Q2: 4,972 shares; 2024Q3: 4,972 shares; 2024Q4: 4,972 shares; 2025Q1: 4,627 shares 4,627 $1.16M 0.05% -345 Timeline MTDR MATADOR RES CO More: the full row for MATADOR RES CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 20,815 shares; 2023Q4: 22,283 shares; 2024Q1: 22,351 shares; 2024Q2: 22,428 shares; 2024Q3: 22,428 shares; 2024Q4: 22,530 shares; 2025Q1: 22,683 shares 22,683 $1.16M 0.05% +153 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: 11,002 shares; 2023Q4: 8,524 shares; 2024Q1: 8,524 shares; 2024Q2: 8,524 shares; 2024Q3: 21,006 shares; 2024Q4: 21,147 shares; 2025Q1: 21,006 shares 21,006 $1.13M 0.05% -141 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: 2,975 shares; 2023Q4: 2,975 shares; 2024Q1: 3,375 shares; 2024Q2: 2,975 shares; 2024Q3: 2,995 shares; 2024Q4: 2,995 shares; 2025Q1: 2,995 shares 2,995 $1.11M 0.05% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 62,126 shares; 2023Q4: 62,126 shares; 2024Q1: 54,626 shares; 2024Q2: 15,626 shares; 2024Q3: 15,626 shares; 2024Q4: 15,626 shares; 2025Q1: 15,626 shares 15,626 $1.11M 0.05% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 30,221 shares; 2023Q4: 28,721 shares; 2024Q1: 28,721 shares; 2024Q2: 28,721 shares; 2024Q3: 28,818 shares; 2024Q4: 28,978 shares; 2025Q1: 28,978 shares 28,978 $1.1M 0.05% 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: 4,100 shares; 2023Q4: 4,100 shares; 2024Q1: 4,100 shares; 2024Q2: 4,100 shares; 2024Q3: 4,100 shares; 2024Q4: 4,100 shares; 2025Q1: 4,100 shares 4,100 $1.1M 0.05% 0 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 854 shares; 2023Q4: 854 shares; 2024Q1: 1,057 shares; 2024Q2: 1,307 shares; 2024Q3: 1,388 shares; 2024Q4: 1,818 shares; 2025Q1: 1,818 shares 1,818 $1.05M 0.05% 0 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: 2,627 shares; 2023Q4: 2,629 shares; 2024Q1: 13,147 shares; 2024Q2: 17,641 shares; 2024Q3: 17,772 shares; 2024Q4: 17,650 shares; 2025Q1: 17,653 shares 17,653 $1.03M 0.05% +3 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 38,194 shares; 2023Q4: 38,194 shares; 2024Q1: 29,194 shares; 2024Q2: 11,194 shares; 2024Q3: 11,194 shares; 2024Q4: 11,194 shares; 2025Q1: 5,694 shares 5,694 $1M 0.04% -5,500 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,731 shares; 2023Q4: 1,731 shares; 2024Q1: 1,665 shares; 2024Q2: 1,665 shares; 2024Q3: 1,668 shares; 2024Q4: 1,668 shares; 2025Q1: 1,574 shares 1,574 $998K 0.04% -94 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 63,524 shares; 2023Q4: 72,524 shares; 2024Q1: 84,814 shares; 2024Q2: 85,034 shares; 2024Q3: 31,300 shares; 2024Q4: 30,865 shares; 2025Q1: 25,367 shares 25,367 $951K 0.04% -5,498 Timeline IXN 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: 12,794 shares; 2023Q4: 12,794 shares; 2024Q1: 12,794 shares; 2024Q2: 12,794 shares; 2024Q3: 12,194 shares; 2024Q4: 12,217 shares; 2025Q1: 12,217 shares 12,217 $925K 0.04% 0 Timeline RFG 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: 21,000 shares; 2023Q4: 21,000 shares; 2024Q1: 21,000 shares; 2024Q2: 21,000 shares; 2024Q3: 21,000 shares; 2024Q4: 21,000 shares; 2025Q1: 21,000 shares 21,000 $920K 0.04% 0 Timeline CVLG COVENANT LOGISTICS GROUP INC More: the full row for COVENANT LOGISTICS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 20,000 shares; 2023Q4: 20,000 shares; 2024Q1: 20,000 shares; 2024Q2: 20,000 shares; 2024Q3: 20,000 shares; 2024Q4: 20,000 shares; 2025Q1: 40,000 shares 40,000 $888K 0.04% +20,000 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: 8,227 shares; 2023Q4: 6,930 shares; 2024Q1: 6,930 shares; 2024Q2: 6,810 shares; 2024Q3: 6,811 shares; 2024Q4: 6,811 shares; 2025Q1: 6,811 shares 6,811 $871K 0.04% 0 Timeline TGRW T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 24,200 shares; 2023Q4: 24,200 shares; 2024Q1: 24,200 shares; 2024Q2: 24,200 shares; 2024Q3: 24,200 shares; 2024Q4: 24,200 shares; 2025Q1: 24,200 shares 24,200 $866K 0.04% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 3,156 shares; 2023Q4: 3,156 shares; 2024Q1: 3,156 shares; 2024Q2: 3,156 shares; 2024Q3: 2,686 shares; 2024Q4: 1,756 shares; 2025Q1: 1,591 shares 1,591 $863K 0.04% -165 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: 5,159 shares; 2023Q4: 5,159 shares; 2024Q1: 6,876 shares; 2024Q2: 6,326 shares; 2024Q3: 6,381 shares; 2024Q4: 6,381 shares; 2025Q1: 6,381 shares 6,381 $846K 0.04% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,697 shares; 2023Q4: 1,697 shares; 2024Q1: 1,897 shares; 2024Q2: 1,897 shares; 2024Q3: 1,911 shares; 2024Q4: 2,061 shares; 2025Q1: 2,097 shares 2,097 $804K 0.04% +36 Timeline PKW 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: 7,100 shares; 2023Q4: 7,100 shares; 2024Q1: 7,100 shares; 2024Q2: 7,100 shares; 2024Q3: 7,100 shares; 2024Q4: 7,100 shares; 2025Q1: 7,100 shares 7,100 $800K 0.04% 0 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 6,381 shares; 2023Q4: 6,381 shares; 2024Q1: 6,381 shares; 2024Q2: 6,381 shares; 2024Q3: 6,331 shares; 2024Q4: 6,331 shares; 2025Q1: 6,731 shares 6,731 $791K 0.04% +400 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: 24,524 shares; 2023Q4: 14,592 shares; 2024Q1: 14,025 shares; 2024Q2: 11,815 shares; 2024Q3: 10,105 shares; 2024Q4: 10,105 shares; 2025Q1: 9,538 shares 9,538 $784K 0.03% -567 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,800 shares; 2023Q4: 1,800 shares; 2024Q1: 1,800 shares; 2024Q2: 1,800 shares; 2024Q3: 1,800 shares; 2024Q4: 1,800 shares; 2025Q1: 1,800 shares 1,800 $781K 0.03% 0 Timeline ORN ORION GROUP HLDGS INC More: the full row for ORION GROUP HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 135,365 shares; 2023Q4: 135,365 shares; 2024Q1: 135,365 shares; 2024Q2: 146,060 shares; 2024Q3: 146,060 shares; 2024Q4: 146,060 shares; 2025Q1: 146,060 shares 146,060 $764K 0.03% 0 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 882 shares; 2023Q4: 1,332 shares; 2024Q1: 1,332 shares; 2024Q2: 1,332 shares; 2024Q3: 1,354 shares; 2024Q4: 1,314 shares; 2025Q1: 792 shares 792 $749K 0.03% -522 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: 3,284 shares; 2023Q4: 3,884 shares; 2024Q1: 4,184 shares; 2024Q2: 4,809 shares; 2024Q3: 4,888 shares; 2024Q4: 5,355 shares; 2025Q1: 5,355 shares 5,355 $749K 0.03% 0 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 9,500 shares; 2024Q1: 9,500 shares; 2024Q2: 9,500 shares; 2024Q3: 9,617 shares; 2024Q4: 10,177 shares; 2025Q1: 10,177 shares 10,177 $741K 0.03% 0 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 3,547 shares; 2023Q4: 1,858 shares; 2024Q1: 1,650 shares; 2024Q2: 1,650 shares; 2024Q3: 1,655 shares; 2024Q4: 1,655 shares; 2025Q1: 1,655 shares 1,655 $739K 0.03% 0 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 7,000 shares; 2023Q4: 7,000 shares; 2024Q1: 3,500 shares; 2024Q2: 3,500 shares; 2024Q3: 3,511 shares; 2024Q4: 3,532 shares; 2025Q1: 3,532 shares 3,532 $739K 0.03% 0 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: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 13,214 shares; 2024Q4: 13,786 shares; 2025Q1: 13,786 shares 13,786 $701K 0.03% 0 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: 5,160 shares; 2023Q4: 5,160 shares; 2024Q1: 5,160 shares; 2024Q2: 5,160 shares; 2024Q3: 5,160 shares; 2024Q4: 5,160 shares; 2025Q1: 5,160 shares 5,160 $693K 0.03% 0 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: 42,770 shares; 2023Q4: 42,770 shares; 2024Q1: 42,770 shares; 2024Q2: 42,770 shares; 2024Q3: 42,770 shares; 2024Q4: 42,770 shares; 2025Q1: 42,770 shares 42,770 $692K 0.03% 0 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: 1,800 shares; 2023Q4: 1,800 shares; 2024Q1: 2,200 shares; 2024Q2: 2,200 shares; 2024Q3: 2,214 shares; 2024Q4: 2,214 shares; 2025Q1: 2,214 shares 2,214 $691K 0.03% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 7,250 shares; 2023Q4: 9,250 shares; 2024Q1: 9,250 shares; 2024Q2: 9,250 shares; 2024Q3: 9,250 shares; 2024Q4: 9,250 shares; 2025Q1: 9,250 shares 9,250 $678K 0.03% 0 Timeline IGF 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: 6,871 shares; 2023Q4: 6,883 shares; 2024Q1: 6,883 shares; 2024Q2: 12,345 shares; 2024Q3: 12,345 shares; 2024Q4: 12,355 shares; 2025Q1: 12,355 shares 12,355 $675K 0.03% 0 Timeline BWFG BANKWELL FINL GROUP INC More: the full row for BANKWELL FINL 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: 21,903 shares; 2025Q1: 21,903 shares 21,903 $661K 0.03% 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: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,447 shares; 2024Q3: 2,873 shares; 2024Q4: 4,019 shares; 2025Q1: 2,809 shares 2,809 $623K 0.03% -1,210 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 5,000 shares; 2023Q4: 11,000 shares; 2024Q1: 11,000 shares; 2024Q2: 11,000 shares; 2024Q3: 11,619 shares; 2024Q4: 11,619 shares; 2025Q1: 11,619 shares 11,619 $621K 0.03% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 13,349 shares; 2023Q4: 14,017 shares; 2024Q1: 17,647 shares; 2024Q2: 13,882 shares; 2024Q3: 13,916 shares; 2024Q4: 13,951 shares; 2025Q1: 13,357 shares 13,357 $606K 0.03% -594 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 9,840 shares; 2023Q4: 10,140 shares; 2024Q1: 5,025 shares; 2024Q2: 5,025 shares; 2024Q3: 5,085 shares; 2024Q4: 5,085 shares; 2025Q1: 5,085 shares 5,085 $593K 0.03% 0 Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 26,000 shares; 2023Q4: 26,000 shares; 2024Q1: 26,000 shares; 2024Q2: 26,000 shares; 2024Q3: 26,000 shares; 2024Q4: 26,000 shares; 2025Q1: 26,000 shares 26,000 $582K 0.03% 0 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,596 shares; 2023Q4: 2,596 shares; 2024Q1: 2,596 shares; 2024Q2: 2,596 shares; 2024Q3: 2,596 shares; 2024Q4: 2,610 shares; 2025Q1: 2,610 shares 2,610 $571K 0.03% 0 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: 6,530 shares; 2023Q4: 6,530 shares; 2024Q1: 6,530 shares; 2024Q2: 5,535 shares; 2024Q3: 5,574 shares; 2024Q4: 5,574 shares; 2025Q1: 5,574 shares 5,574 $562K 0.02% 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: 3,221 shares; 2023Q4: 3,223 shares; 2024Q1: 3,375 shares; 2024Q2: 3,227 shares; 2024Q3: 3,254 shares; 2024Q4: 3,256 shares; 2025Q1: 3,258 shares 3,258 $562K 0.02% +2 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: 1,405 shares; 2023Q4: 1,405 shares; 2024Q1: 1,365 shares; 2024Q2: 1,365 shares; 2024Q3: 1,465 shares; 2024Q4: 1,554 shares; 2025Q1: 1,554 shares 1,554 $548K 0.02% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 6,208 shares; 2023Q4: 6,208 shares; 2024Q1: 6,208 shares; 2024Q2: 6,208 shares; 2024Q3: 6,208 shares; 2024Q4: 6,208 shares; 2025Q1: 6,208 shares 6,208 $528K 0.02% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 3,688 shares; 2023Q4: 3,688 shares; 2024Q1: 3,688 shares; 2024Q2: 3,688 shares; 2024Q3: 3,688 shares; 2024Q4: 3,688 shares; 2025Q1: 3,688 shares 3,688 $525K 0.02% 0 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS 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: 9,746 shares; 2024Q3: 9,746 shares; 2024Q4: 10,944 shares; 2025Q1: 10,944 shares 10,944 $524K 0.02% 0 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 6,553 shares; 2023Q4: 6,553 shares; 2024Q1: 7,953 shares; 2024Q2: 7,953 shares; 2024Q3: 7,853 shares; 2024Q4: 8,246 shares; 2025Q1: 8,246 shares 8,246 $519K 0.02% 0 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,533 shares; 2023Q4: 1,543 shares; 2024Q1: 1,544 shares; 2024Q2: 1,544 shares; 2024Q3: 1,546 shares; 2024Q4: 1,551 shares; 2025Q1: 1,553 shares 1,553 $519K 0.02% +2 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,860 shares; 2023Q4: 1,860 shares; 2024Q1: 1,860 shares; 2024Q2: 1,500 shares; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares 1,500 $518K 0.02% 0 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 12,826 shares; 2024Q4: 25,652 shares; 2025Q1: 25,652 shares 25,652 $507K 0.02% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 4,514 shares; 2023Q4: 5,616 shares; 2024Q1: 5,616 shares; 2024Q2: 4,616 shares; 2024Q3: 4,616 shares; 2024Q4: 4,616 shares; 2025Q1: 4,616 shares 4,616 $506K 0.02% 0 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 8,640 shares; 2023Q4: 8,640 shares; 2024Q1: 8,640 shares; 2024Q2: 8,640 shares; 2024Q3: 8,640 shares; 2024Q4: 8,640 shares; 2025Q1: 8,640 shares 8,640 $506K 0.02% 0 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 173,794 shares; 2023Q4: 173,181 shares; 2024Q1: 58,717 shares; 2024Q2: 56,146 shares; 2024Q3: 56,225 shares; 2024Q4: 57,681 shares; 2025Q1: 57,709 shares 57,709 $503K 0.02% +28 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 9,158 shares; 2023Q4: 5,118 shares; 2024Q1: 4,239 shares; 2024Q2: 4,239 shares; 2024Q3: 4,239 shares; 2024Q4: 4,361 shares; 2025Q1: 4,761 shares 4,761 $500K 0.02% +400 Timeline URNJ SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 17,817 shares; 2024Q1: 34,515 shares; 2024Q2: 34,515 shares; 2024Q3: 34,515 shares; 2024Q4: 34,515 shares; 2025Q1: 34,515 shares 34,515 $496K 0.02% 0 Timeline OCSL OAKTREE SPECIALTY LENDING More: the full row for OAKTREE SPECIALTY LENDING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 32,166 shares; 2023Q4: 32,166 shares; 2024Q1: 32,166 shares; 2024Q2: 32,166 shares; 2024Q3: 32,166 shares; 2024Q4: 32,166 shares; 2025Q1: 32,166 shares 32,166 $494K 0.02% 0 Timeline BCRX BIOCRYST PHARMACEUTICALS INC More: the full row for BIOCRYST PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 60,633 shares; 2023Q4: 60,633 shares; 2024Q1: 60,633 shares; 2024Q2: 65,633 shares; 2024Q3: 65,633 shares; 2024Q4: 65,633 shares; 2025Q1: 65,633 shares 65,633 $492K 0.02% 0 Timeline CSWC CAPITAL SOUTHWEST CORP More: the full row for CAPITAL SOUTHWEST 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: 21,867 shares 21,867 $488K 0.02% new Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 7,888 shares; 2025Q1: 7,888 shares 7,888 $465K 0.02% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 4,580 shares; 2023Q4: 4,582 shares; 2024Q1: 4,584 shares; 2024Q2: 4,586 shares; 2024Q3: 4,588 shares; 2024Q4: 4,590 shares; 2025Q1: 4,591 shares 4,591 $450K 0.02% +1 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: 2,068 shares; 2023Q4: 1,610 shares; 2024Q1: 4,830 shares; 2024Q2: 4,950 shares; 2024Q3: 5,136 shares; 2024Q4: 5,081 shares; 2025Q1: 5,081 shares 5,081 $446K 0.02% 0 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: 14,681 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 5,317 shares; 2024Q4: 15,951 shares; 2025Q1: 15,951 shares 15,951 $446K 0.02% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 846 shares; 2024Q4: 1,646 shares; 2025Q1: 1,646 shares 1,646 $443K 0.02% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 467 shares; 2025Q1: 467 shares 467 $442K 0.02% 0 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: 2,108 shares; 2023Q4: 2,108 shares; 2024Q1: 2,108 shares; 2024Q2: 2,108 shares; 2024Q3: 2,123 shares; 2024Q4: 2,123 shares; 2025Q1: 2,123 shares 2,123 $440K 0.02% 0 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 21,800 shares; 2023Q4: 21,800 shares; 2024Q1: 21,800 shares; 2024Q2: 21,800 shares; 2024Q3: 21,800 shares; 2024Q4: 21,800 shares; 2025Q1: 21,800 shares 21,800 $436K 0.02% 0 Timeline VRNS VARONIS SYS INC More: the full row for VARONIS SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 10,500 shares; 2023Q4: 10,500 shares; 2024Q1: 10,500 shares; 2024Q2: 10,500 shares; 2024Q3: 10,500 shares; 2024Q4: 10,500 shares; 2025Q1: 10,500 shares 10,500 $425K 0.02% 0 Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 4,050 shares; 2023Q4: 4,050 shares; 2024Q1: 4,050 shares; 2024Q2: 4,050 shares; 2024Q3: 4,050 shares; 2024Q4: 4,050 shares; 2025Q1: 4,050 shares 4,050 $420K 0.02% 0 Timeline CPK CHESAPEAKE UTILS CORP More: the full row for CHESAPEAKE UTILS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 3,200 shares; 2023Q4: 3,200 shares; 2024Q1: 3,200 shares; 2024Q2: 3,200 shares; 2024Q3: 3,200 shares; 2024Q4: 3,200 shares; 2025Q1: 3,200 shares 3,200 $411K 0.02% 0 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 5,835 shares; 2023Q4: 5,835 shares; 2024Q1: 5,835 shares; 2024Q2: 5,835 shares; 2024Q3: 5,835 shares; 2024Q4: 5,835 shares; 2025Q1: 5,835 shares 5,835 $410K 0.02% 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: 792 shares; 2023Q4: 792 shares; 2024Q1: 793 shares; 2024Q2: 794 shares; 2024Q3: 794 shares; 2024Q4: 795 shares; 2025Q1: 796 shares 796 $407K 0.02% +1 Timeline FYX 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: 4,400 shares; 2023Q4: 4,400 shares; 2024Q1: 4,400 shares; 2024Q2: 4,400 shares; 2024Q3: 4,400 shares; 2024Q4: 4,400 shares; 2025Q1: 4,400 shares 4,400 $396K 0.02% 0 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 3,000 shares; 2023Q4: 3,000 shares; 2024Q1: 3,000 shares; 2024Q2: 3,000 shares; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares 3,000 $392K 0.02% 0 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 8,300 shares; 2023Q4: 8,300 shares; 2024Q1: 8,300 shares; 2024Q2: 8,300 shares; 2024Q3: 8,300 shares; 2024Q4: 8,300 shares; 2025Q1: 8,300 shares 8,300 $392K 0.02% 0 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: 12,960 shares; 2023Q4: 12,960 shares; 2024Q1: 18,560 shares; 2024Q2: 12,960 shares; 2024Q3: 12,960 shares; 2024Q4: 12,960 shares; 2025Q1: 13,360 shares 13,360 $381K 0.02% +400 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 3,144 shares; 2023Q4: 3,144 shares; 2024Q1: 3,144 shares; 2024Q2: 3,144 shares; 2024Q3: 3,144 shares; 2024Q4: 3,147 shares; 2025Q1: 3,147 shares 3,147 $381K 0.02% 0 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: not reported; 2023Q4: 1,650 shares; 2024Q1: 1,650 shares; 2024Q2: 1,750 shares; 2024Q3: 2,364 shares; 2024Q4: 2,453 shares; 2025Q1: 2,453 shares 2,453 $377K 0.02% 0 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 5,023 shares; 2023Q4: 5,023 shares; 2024Q1: 5,045 shares; 2024Q2: 5,045 shares; 2024Q3: 5,054 shares; 2024Q4: 5,054 shares; 2025Q1: 5,075 shares 5,075 $373K 0.02% +21 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: not reported; 2023Q4: 4,301 shares; 2024Q1: 4,600 shares; 2024Q2: 4,300 shares; 2024Q3: 4,386 shares; 2024Q4: 5,186 shares; 2025Q1: 5,186 shares 5,186 $372K 0.02% 0 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 5,814 shares; 2023Q4: 5,600 shares; 2024Q1: 5,600 shares; 2024Q2: 5,600 shares; 2024Q3: 5,600 shares; 2024Q4: 16,800 shares; 2025Q1: 16,800 shares 16,800 $371K 0.02% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,560 shares; 2023Q4: 2,560 shares; 2024Q1: 2,560 shares; 2024Q2: 1,500 shares; 2024Q3: 1,514 shares; 2024Q4: 1,514 shares; 2025Q1: 1,514 shares 1,514 $369K 0.02% 0 Timeline DISCOVER FINL SVCS DISCOVER FINL SVCS More: the full row for DISCOVER FINL SVCS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,130 shares; 2024Q2: 2,130 shares; 2024Q3: 2,130 shares; 2024Q4: 2,130 shares; 2025Q1: 2,130 shares 2,130 $364K 0.02% 0 SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS 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: 15,150 shares; 2024Q4: 16,035 shares; 2025Q1: 16,035 shares 16,035 $362K 0.02% 0 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 3,463 shares; 2023Q4: 3,463 shares; 2024Q1: 3,463 shares; 2024Q2: 3,463 shares; 2024Q3: 3,463 shares; 2024Q4: 3,463 shares; 2025Q1: 3,463 shares 3,463 $346K 0.02% 0 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 7,538 shares; 2025Q1: 7,538 shares 7,538 $344K 0.02% 0 Timeline CE CELANESE CORP DEL More: the full row for CELANESE CORP DEL 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: 6,000 shares 6,000 $341K 0.02% new 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: 4,064 shares; 2023Q4: 4,064 shares; 2024Q1: 4,064 shares; 2024Q2: 4,064 shares; 2024Q3: 4,064 shares; 2024Q4: 4,064 shares; 2025Q1: 4,064 shares 4,064 $338K 0.02% 0 Timeline DYAI DYADIC INTL INC DEL More: the full row for DYADIC INTL INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 250,000 shares; 2023Q4: 250,000 shares; 2024Q1: 250,000 shares; 2024Q2: 250,000 shares; 2024Q3: 250,000 shares; 2024Q4: 250,000 shares; 2025Q1: 250,000 shares 250,000 $338K 0.01% 0 Timeline SOXX 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: 621 shares; 2023Q4: 518 shares; 2024Q1: 2,873 shares; 2024Q2: 5,654 shares; 2024Q3: 6,436 shares; 2024Q4: 1,721 shares; 2025Q1: 1,721 shares 1,721 $324K 0.01% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,216 shares; 2024Q2: not reported; 2024Q3: 1,255 shares; 2024Q4: 1,608 shares; 2025Q1: 1,609 shares 1,609 $322K 0.01% +1 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: 10,750 shares; 2023Q4: 10,750 shares; 2024Q1: 10,750 shares; 2024Q2: 10,750 shares; 2024Q3: 10,750 shares; 2024Q4: 11,250 shares; 2025Q1: 10,750 shares 10,750 $319K 0.01% -500 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 12,968 shares; 2023Q4: 14,260 shares; 2024Q1: 18,969 shares; 2024Q2: 10,010 shares; 2024Q3: 10,304 shares; 2024Q4: 11,104 shares; 2025Q1: 11,104 shares 11,104 $314K 0.01% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 3,574 shares; 2023Q4: 3,574 shares; 2024Q1: 3,009 shares; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares 1,000 $313K 0.01% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 3,000 shares; 2023Q4: 3,000 shares; 2024Q1: 3,000 shares; 2024Q2: 2,000 shares; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares 2,000 $309K 0.01% 0 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: 8,250 shares; 2023Q4: 8,250 shares; 2024Q1: 8,250 shares; 2024Q2: 7,000 shares; 2024Q3: 7,000 shares; 2024Q4: 7,000 shares; 2025Q1: 7,000 shares 7,000 $301K 0.01% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,700 shares; 2023Q4: 2,700 shares; 2024Q1: 2,700 shares; 2024Q2: 2,700 shares; 2024Q3: 2,700 shares; 2024Q4: 2,700 shares; 2025Q1: 2,700 shares 2,700 $300K 0.01% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 16,943 shares; 2023Q4: 16,943 shares; 2024Q1: 10,200 shares; 2024Q2: 10,200 shares; 2024Q3: 10,200 shares; 2024Q4: 10,200 shares; 2025Q1: 10,200 shares 10,200 $300K 0.01% 0 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: not reported; 2023Q4: not reported; 2024Q1: 564 shares; 2024Q2: 564 shares; 2024Q3: 579 shares; 2024Q4: 579 shares; 2025Q1: 579 shares 579 $294K 0.01% 0 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,500 shares; 2023Q4: 1,500 shares; 2024Q1: 1,500 shares; 2024Q2: 1,500 shares; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares 1,500 $293K 0.01% 0 Timeline IHE 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: 1,380 shares; 2023Q4: 1,380 shares; 2024Q1: 4,140 shares; 2024Q2: 4,140 shares; 2024Q3: 4,140 shares; 2024Q4: 4,140 shares; 2025Q1: 4,140 shares 4,140 $292K 0.01% 0 Timeline IMNM IMMUNOME INC More: the full row for IMMUNOME 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: 72,953 shares; 2024Q3: 72,953 shares; 2024Q4: 42,953 shares; 2025Q1: 42,953 shares 42,953 $289K 0.01% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,324 shares; 2023Q4: 2,600 shares; 2024Q1: 2,525 shares; 2024Q2: 2,839 shares; 2024Q3: 2,920 shares; 2024Q4: 2,920 shares; 2025Q1: 2,785 shares 2,785 $286K 0.01% -135 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: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,800 shares; 2024Q4: 2,800 shares; 2025Q1: 2,800 shares 2,800 $281K 0.01% 0 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 904 shares; 2024Q2: 904 shares; 2024Q3: 904 shares; 2024Q4: 904 shares; 2025Q1: 904 shares 904 $279K 0.01% 0 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 513 shares; 2024Q2: 513 shares; 2024Q3: 513 shares; 2024Q4: 513 shares; 2025Q1: 513 shares 513 $274K 0.01% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 5,700 shares; 2024Q2: not reported; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares 4,000 $271K 0.01% 0 Timeline OABI OMNIAB INC More: the full row for OMNIAB 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: 110,996 shares; 2025Q1: 110,996 shares 110,996 $266K 0.01% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 5,896 shares; 2024Q1: 5,896 shares; 2024Q2: 5,896 shares; 2024Q3: 5,896 shares; 2024Q4: 5,896 shares; 2025Q1: 5,896 shares 5,896 $261K 0.01% 0 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,006 shares; 2023Q4: 2,006 shares; 2024Q1: 2,006 shares; 2024Q2: 2,006 shares; 2024Q3: 2,006 shares; 2024Q4: 2,006 shares; 2025Q1: 2,006 shares 2,006 $260K 0.01% 0 Timeline IXUS 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: 3,648 shares; 2023Q4: 3,648 shares; 2024Q1: 3,648 shares; 2024Q2: 3,648 shares; 2024Q3: 3,648 shares; 2024Q4: 3,713 shares; 2025Q1: 3,713 shares 3,713 $259K 0.01% 0 Timeline LBRDK LIBERTY BROADBAND CORP More: the full row for LIBERTY BROADBAND CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 77,839 shares; 2023Q4: 77,839 shares; 2024Q1: 77,839 shares; 2024Q2: 77,839 shares; 2024Q3: 2,812 shares; 2024Q4: 2,989 shares; 2025Q1: 2,989 shares 2,989 $254K 0.01% 0 Timeline URNM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 4,892 shares; 2023Q4: 13,680 shares; 2024Q1: 13,680 shares; 2024Q2: 13,680 shares; 2024Q3: 13,680 shares; 2024Q4: 7,817 shares; 2025Q1: 7,817 shares 7,817 $254K 0.01% 0 Timeline LLYVK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,576 shares; 2025Q1: 3,576 shares 3,576 $244K 0.01% 0 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 600 shares; 2024Q2: not reported; 2024Q3: 610 shares; 2024Q4: 610 shares; 2025Q1: 610 shares 610 $243K 0.01% 0 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 3,801 shares; 2023Q4: 3,801 shares; 2024Q1: 3,801 shares; 2024Q2: 3,801 shares; 2024Q3: 3,801 shares; 2024Q4: 3,801 shares; 2025Q1: 3,801 shares 3,801 $241K 0.01% 0 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,000 shares; 2023Q4: 2,000 shares; 2024Q1: 2,000 shares; 2024Q2: 2,000 shares; 2024Q3: 2,000 shares; 2024Q4: 2,300 shares; 2025Q1: 2,000 shares 2,000 $237K 0.01% -300 Timeline FELV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON 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: 7,238 shares; 2024Q4: 7,404 shares; 2025Q1: 7,438 shares 7,438 $229K 0.01% +34 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: 1,994 shares; 2023Q4: 2,001 shares; 2024Q1: 2,001 shares; 2024Q2: 1,100 shares; 2024Q3: not reported; 2024Q4: 681 shares; 2025Q1: 881 shares 881 $228K 0.01% +200 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: 1,670 shares; 2023Q4: 1,670 shares; 2024Q1: 1,925 shares; 2024Q2: 1,670 shares; 2024Q3: 1,686 shares; 2024Q4: 1,706 shares; 2025Q1: 951 shares 951 $225K 0.01% -755 Timeline LUNR INTUITIVE MACHINES INC More: the full row for INTUITIVE MACHINES 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: 30,000 shares 30,000 $224K 0.01% new Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 5,700 shares; 2024Q2: 5,700 shares; 2024Q3: 5,700 shares; 2024Q4: 5,700 shares; 2025Q1: 5,700 shares 5,700 $223K 0.01% 0 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW 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: not reported; 2025Q1: 1,500 shares 1,500 $221K 0.01% new Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,380 shares 1,380 $217K 0.01% new Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,800 shares; 2023Q4: 1,800 shares; 2024Q1: 1,800 shares; 2024Q2: 1,800 shares; 2024Q3: 1,800 shares; 2024Q4: not reported; 2025Q1: 1,800 shares 1,800 $216K 0.01% new Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,136 shares; 2024Q2: 1,212 shares; 2024Q3: 1,226 shares; 2024Q4: 1,226 shares; 2025Q1: 926 shares 926 $216K 0.01% -300 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: 16,844 shares; 2023Q4: 9,138 shares; 2024Q1: 9,138 shares; 2024Q2: 9,138 shares; 2024Q3: 9,138 shares; 2024Q4: 9,138 shares; 2025Q1: 9,138 shares 9,138 $209K 0.01% 0 Timeline INSP INSPIRE MED SYS INC More: the full row for INSPIRE MED SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,300 shares; 2023Q4: 1,300 shares; 2024Q1: 1,300 shares; 2024Q2: not reported; 2024Q3: 1,300 shares; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares 1,300 $207K 0.01% 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: not reported; 2024Q3: 2,898 shares; 2024Q4: 2,898 shares; 2025Q1: 2,898 shares 2,898 $205K 0.01% 0 Timeline LBTYK LIBERTY GLOBAL LTD More: the full row for LIBERTY GLOBAL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 10,386 shares; 2024Q1: 10,386 shares; 2024Q2: 10,386 shares; 2024Q3: 10,386 shares; 2024Q4: 12,261 shares; 2025Q1: 12,261 shares 12,261 $147K 0.01% 0 Timeline CLEARSIDE BIOMEDICAL INC CLEARSIDE BIOMEDICAL INC More: the full row for CLEARSIDE BIOMEDICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 83,000 shares; 2023Q4: 93,000 shares; 2024Q1: 93,000 shares; 2024Q2: 93,000 shares; 2024Q3: 93,000 shares; 2024Q4: 93,000 shares; 2025Q1: 93,000 shares 93,000 $85.4K <0.01% 0 PNBK PATRIOT NATL BANCORP INC More: the full row for PATRIOT NATL BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 39,123 shares; 2023Q4: 39,123 shares; 2024Q1: 39,123 shares; 2024Q2: 39,123 shares; 2024Q3: 39,123 shares; 2024Q4: 39,123 shares; 2025Q1: 39,123 shares 39,123 $45.4K <0.01% 0 Timeline CGTX COGNITION THERAPEUTICS INC More: the full row for COGNITION THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 24,500 shares; 2023Q4: 24,500 shares; 2024Q1: 24,500 shares; 2024Q2: 24,500 shares; 2024Q3: 24,500 shares; 2024Q4: 24,500 shares; 2025Q1: 63,351 shares 63,351 $26.7K <0.01% +38,851 Timeline FIBROGEN INC FIBROGEN INC More: the full row for FIBROGEN 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: 54,699 shares; 2024Q3: 54,699 shares; 2024Q4: 54,699 shares; 2025Q1: 54,699 shares 54,699 $17K <0.01% 0 Veru Inc Veru Inc More: the full row for Veru Inc Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 16,205 shares; 2023Q4: 16,300 shares; 2024Q1: 16,300 shares; 2024Q2: 16,300 shares; 2024Q3: 16,300 shares; 2024Q4: 16,300 shares; 2025Q1: 16,300 shares 16,300 $7.99K <0.01% 0 AWHL ASPIRA WOMENS HEALTH INC COM N More: the full row for ASPIRA WOMENS HEALTH INC COM N Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 23,436 shares; 2023Q4: 23,436 shares; 2024Q1: 23,436 shares; 2024Q2: 23,436 shares; 2024Q3: 23,436 shares; 2024Q4: 23,436 shares; 2025Q1: 23,436 shares 23,436 $2.2K <0.01% 0 Timeline