AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 96,996 shares; 2024Q1: 94,733 shares; 2024Q2: 91,339 shares; 2024Q3: 89,688 shares; 2024Q4: 87,519 shares; 2025Q1: 86,745 shares 86,745 $19.3M 9.07% -774 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 21,972 shares; 2024Q1: 22,598 shares; 2024Q2: 22,986 shares; 2024Q3: 23,184 shares; 2024Q4: 23,287 shares; 2025Q1: 23,162 shares 23,162 $13M 6.1% -125 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 10,977 shares; 2024Q1: 10,989 shares; 2024Q2: 107,335 shares; 2024Q3: 100,745 shares; 2024Q4: 99,595 shares; 2025Q1: 88,560 shares 88,560 $9.6M 4.52% -11,035 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 17,734 shares; 2024Q1: 17,728 shares; 2024Q2: 17,370 shares; 2024Q3: 16,795 shares; 2024Q4: 16,585 shares; 2025Q1: 16,612 shares 16,612 $6.24M 2.94% +27 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,888 shares; 2024Q1: 6,743 shares; 2024Q2: 6,498 shares; 2024Q3: 6,288 shares; 2024Q4: 6,048 shares; 2025Q1: 5,833 shares 5,833 $5.52M 2.6% -215 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,735 shares; 2024Q1: 9,047 shares; 2024Q2: 9,072 shares; 2024Q3: 9,299 shares; 2024Q4: 9,378 shares; 2025Q1: 9,553 shares 9,553 $5.18M 2.44% +175 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 75,223 shares; 2024Q1: 75,223 shares; 2024Q2: 75,223 shares; 2024Q3: 75,223 shares; 2024Q4: 75,223 shares; 2025Q1: 75,223 shares 75,223 $3.88M 1.83% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,660 shares; 2024Q1: 8,675 shares; 2024Q2: 8,444 shares; 2024Q3: 8,109 shares; 2024Q4: 7,789 shares; 2025Q1: 7,282 shares 7,282 $3.81M 1.8% -507 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,371 shares; 2024Q1: 6,365 shares; 2024Q2: 6,585 shares; 2024Q3: 6,581 shares; 2024Q4: 6,821 shares; 2025Q1: 6,541 shares 6,541 $3.77M 1.78% -280 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 25,265 shares; 2024Q1: 25,065 shares; 2024Q2: 24,265 shares; 2024Q3: 24,070 shares; 2024Q4: 23,273 shares; 2025Q1: 23,273 shares 23,273 $3.64M 1.71% 0 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 16,090 shares; 2024Q1: 16,840 shares; 2024Q2: 17,410 shares; 2024Q3: 18,223 shares; 2024Q4: 18,686 shares; 2025Q1: 18,551 shares 18,551 $3.53M 1.66% -135 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 10,454 shares; 2024Q1: 10,918 shares; 2024Q2: 10,795 shares; 2024Q3: 11,022 shares; 2024Q4: 10,676 shares; 2025Q1: 10,843 shares 10,843 $3.12M 1.47% +167 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 14,063 shares; 2024Q1: 14,063 shares; 2024Q2: 13,351 shares; 2024Q3: 13,145 shares; 2024Q4: 12,926 shares; 2025Q1: 12,229 shares 12,229 $3M 1.41% -697 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 14,276 shares; 2024Q1: 14,624 shares; 2024Q2: 14,609 shares; 2024Q3: 14,159 shares; 2024Q4: 14,159 shares; 2025Q1: 13,569 shares 13,569 $2.84M 1.34% -590 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,575 shares; 2024Q1: 5,385 shares; 2024Q2: 4,880 shares; 2024Q3: 4,855 shares; 2024Q4: 4,855 shares; 2025Q1: 4,789 shares 4,789 $2.62M 1.24% -66 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 10,506 shares; 2024Q1: 31,971 shares; 2024Q2: 30,687 shares; 2024Q3: 29,037 shares; 2024Q4: 27,447 shares; 2025Q1: 27,471 shares 27,471 $2.41M 1.14% +24 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,401 shares; 2024Q1: 1,401 shares; 2024Q2: 1,409 shares; 2024Q3: 13,144 shares; 2024Q4: 13,519 shares; 2025Q1: 13,787 shares 13,787 $2.31M 1.09% +268 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,805 shares; 2024Q1: 3,805 shares; 2024Q2: 3,805 shares; 2024Q3: 3,755 shares; 2024Q4: 3,755 shares; 2025Q1: 3,955 shares 3,955 $2.11M 0.99% +200 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: restricted; 2023Q4: 15,408 shares; 2024Q1: 16,453 shares; 2024Q2: 15,780 shares; 2024Q3: 15,745 shares; 2024Q4: 14,695 shares; 2025Q1: 14,566 shares 14,566 $2.04M 0.96% -129 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 138,603 shares; 2024Q1: 138,603 shares; 2024Q2: 138,603 shares; 2024Q3: 138,603 shares; 2024Q4: 138,603 shares; 2025Q1: 137,603 shares 137,603 $1.87M 0.88% -1,000 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,421 shares; 2024Q1: 7,984 shares; 2024Q2: 7,899 shares; 2024Q3: 8,898 shares; 2024Q4: 8,800 shares; 2025Q1: 8,645 shares 8,645 $1.72M 0.81% -155 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: restricted; 2023Q4: 13,800 shares; 2024Q1: 13,800 shares; 2024Q2: 13,985 shares; 2024Q3: 13,318 shares; 2024Q4: 13,108 shares; 2025Q1: 12,946 shares 12,946 $1.71M 0.81% -162 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 33,987 shares; 2024Q1: 30,815 shares; 2024Q2: 29,650 shares; 2024Q3: 27,550 shares; 2024Q4: 26,950 shares; 2025Q1: 25,821 shares 25,821 $1.59M 0.75% -1,129 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 14,603 shares; 2024Q1: 14,569 shares; 2024Q2: 14,170 shares; 2024Q3: 14,170 shares; 2024Q4: 14,170 shares; 2025Q1: 14,170 shares 14,170 $1.59M 0.75% 0 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 18,425 shares; 2024Q1: 19,075 shares; 2024Q2: 18,000 shares; 2024Q3: 18,000 shares; 2024Q4: 22,400 shares; 2025Q1: 24,750 shares 24,750 $1.53M 0.72% +2,350 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 15,145 shares; 2024Q1: 15,445 shares; 2024Q2: 15,145 shares; 2024Q3: 16,145 shares; 2024Q4: 16,145 shares; 2025Q1: 16,145 shares 16,145 $1.47M 0.69% 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: restricted; 2023Q4: 10,333 shares; 2024Q1: 10,333 shares; 2024Q2: 10,096 shares; 2024Q3: 9,241 shares; 2024Q4: 9,241 shares; 2025Q1: 9,241 shares 9,241 $1.42M 0.67% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,585 shares; 2024Q1: 2,560 shares; 2024Q2: 2,560 shares; 2024Q3: 2,585 shares; 2024Q4: 2,585 shares; 2025Q1: 2,560 shares 2,560 $1.4M 0.66% -25 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,350 shares; 2024Q1: 3,350 shares; 2024Q2: 3,190 shares; 2024Q3: 3,120 shares; 2024Q4: 3,067 shares; 2025Q1: 3,067 shares 3,067 $1.37M 0.65% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,736 shares; 2024Q1: 4,808 shares; 2024Q2: 4,798 shares; 2024Q3: 4,408 shares; 2024Q4: 4,283 shares; 2025Q1: 4,111 shares 4,111 $1.36M 0.64% -172 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: restricted; 2023Q4: 12,171 shares; 2024Q1: 12,173 shares; 2024Q2: 12,084 shares; 2024Q3: 12,084 shares; 2024Q4: 12,034 shares; 2025Q1: 11,734 shares 11,734 $1.29M 0.61% -300 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,020 shares; 2024Q1: 8,835 shares; 2024Q2: 9,025 shares; 2024Q3: 8,645 shares; 2024Q4: 8,745 shares; 2025Q1: 8,265 shares 8,265 $1.28M 0.6% -480 Timeline NML NEUBERGER ENGY INFRSTR & INC More: the full row for NEUBERGER ENGY INFRSTR & INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 139,250 shares; 2024Q1: 144,690 shares; 2024Q2: 144,690 shares; 2024Q3: 135,490 shares; 2024Q4: 136,610 shares; 2025Q1: 141,610 shares 141,610 $1.27M 0.6% +5,000 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,477 shares; 2024Q1: 3,857 shares; 2024Q2: 4,202 shares; 2024Q3: 3,825 shares; 2024Q4: 3,825 shares; 2025Q1: 3,614 shares 3,614 $1.27M 0.6% -211 Timeline GGN GAMCO GLOBAL GOLD NAT RES & More: the full row for GAMCO GLOBAL GOLD NAT RES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 230,532 shares; 2024Q1: 235,557 shares; 2024Q2: 244,581 shares; 2024Q3: 237,104 shares; 2024Q4: 240,418 shares; 2025Q1: 272,943 shares 272,943 $1.19M 0.56% +32,525 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 42,296 shares; 2024Q1: 41,804 shares; 2024Q2: 39,121 shares; 2024Q3: 36,046 shares; 2024Q4: 34,846 shares; 2025Q1: 34,846 shares 34,846 $1.19M 0.56% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,309 shares; 2024Q1: 4,309 shares; 2024Q2: 4,153 shares; 2024Q3: 3,803 shares; 2024Q4: 3,753 shares; 2025Q1: 3,685 shares 3,685 $1.15M 0.54% -68 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 15,060 shares; 2024Q2: 15,712 shares; 2024Q3: 15,484 shares; 2024Q4: 15,366 shares; 2025Q1: 15,327 shares 15,327 $1.1M 0.52% -39 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: restricted; 2023Q4: 3,186 shares; 2024Q1: 3,156 shares; 2024Q2: 2,691 shares; 2024Q3: 2,691 shares; 2024Q4: 2,791 shares; 2025Q1: 2,841 shares 2,841 $1.09M 0.51% +50 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,110 shares; 2024Q1: 2,170 shares; 2024Q2: 3,294 shares; 2024Q3: 6,359 shares; 2024Q4: 6,718 shares; 2025Q1: 6,089 shares 6,089 $1.05M 0.5% -629 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,604 shares; 2024Q1: 8,604 shares; 2024Q2: 9,274 shares; 2024Q3: 8,974 shares; 2024Q4: 8,774 shares; 2025Q1: 8,789 shares 8,789 $1.05M 0.49% +15 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,158 shares; 2024Q1: 6,708 shares; 2024Q2: 6,204 shares; 2024Q3: 6,204 shares; 2024Q4: 6,004 shares; 2025Q1: 6,004 shares 6,004 $1.04M 0.49% 0 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,670 shares; 2024Q1: 2,570 shares; 2024Q2: 2,970 shares; 2024Q3: 2,970 shares; 2024Q4: 2,930 shares; 2025Q1: 2,930 shares 2,930 $1.02M 0.48% 0 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,000 shares; 2024Q1: 4,615 shares; 2024Q2: 4,365 shares; 2024Q3: 4,715 shares; 2024Q4: 4,790 shares; 2025Q1: 4,615 shares 4,615 $1.02M 0.48% -175 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,707 shares; 2024Q1: 2,707 shares; 2024Q2: 2,697 shares; 2024Q3: 2,430 shares; 2024Q4: 2,230 shares; 2025Q1: 2,134 shares 2,134 $1M 0.47% -96 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,187 shares; 2024Q3: 1,187 shares; 2024Q4: 1,347 shares; 2025Q1: 3,174 shares 3,174 $969K 0.46% +1,827 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 17,011 shares; 2024Q1: 16,363 shares; 2024Q2: 15,925 shares; 2024Q3: 15,925 shares; 2024Q4: 15,925 shares; 2025Q1: 15,846 shares 15,846 $966K 0.46% -79 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,772 shares; 2024Q1: 4,572 shares; 2024Q2: 4,572 shares; 2024Q3: 4,072 shares; 2024Q4: 4,072 shares; 2025Q1: 4,077 shares 4,077 $963K 0.45% +5 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,344 shares; 2024Q1: 4,244 shares; 2024Q2: 4,219 shares; 2024Q3: 4,044 shares; 2024Q4: 3,494 shares; 2025Q1: 2,963 shares 2,963 $955K 0.45% -531 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: restricted; 2023Q4: 4,110 shares; 2024Q1: 4,110 shares; 2024Q2: 4,050 shares; 2024Q3: 3,850 shares; 2024Q4: 3,850 shares; 2025Q1: 3,850 shares 3,850 $955K 0.45% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,400 shares; 2024Q1: 1,400 shares; 2024Q2: 1,400 shares; 2024Q3: 1,400 shares; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares 1,400 $942K 0.44% 0 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,755 shares; 2024Q1: 7,605 shares; 2024Q2: 7,305 shares; 2024Q3: 7,205 shares; 2024Q4: 7,330 shares; 2025Q1: 7,330 shares 7,330 $932K 0.44% 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: restricted; 2023Q4: 3,077 shares; 2024Q1: 3,077 shares; 2024Q2: 3,077 shares; 2024Q3: 3,077 shares; 2024Q4: 3,077 shares; 2025Q1: 3,070 shares 3,070 $927K 0.44% -7 Timeline NVMI NOVA LTD More: the full row for NOVA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,400 shares; 2024Q1: 5,400 shares; 2024Q2: 5,400 shares; 2024Q3: 5,400 shares; 2024Q4: 5,300 shares; 2025Q1: 4,900 shares 4,900 $903K 0.43% -400 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,886 shares; 2024Q1: 3,836 shares; 2024Q2: 3,836 shares; 2024Q3: 3,836 shares; 2024Q4: 3,836 shares; 2025Q1: 3,436 shares 3,436 $873K 0.41% -400 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 29,200 shares; 2024Q1: 29,200 shares; 2024Q2: 33,200 shares; 2024Q3: 33,200 shares; 2024Q4: 33,200 shares; 2025Q1: 35,900 shares 35,900 $864K 0.41% +2,700 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 856 shares; 2024Q1: 781 shares; 2024Q2: 781 shares; 2024Q3: 781 shares; 2024Q4: 786 shares; 2025Q1: 926 shares 926 $864K 0.41% +140 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 9,583 shares; 2024Q1: 9,583 shares; 2024Q2: 9,323 shares; 2024Q3: 8,823 shares; 2024Q4: 8,523 shares; 2025Q1: 8,448 shares 8,448 $834K 0.39% -75 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: restricted; 2023Q4: 6,230 shares; 2024Q1: 7,083 shares; 2024Q2: 6,604 shares; 2024Q3: 8,332 shares; 2024Q4: 9,977 shares; 2025Q1: 9,678 shares 9,678 $823K 0.39% -299 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,150 shares; 2024Q1: 2,150 shares; 2024Q2: 2,180 shares; 2024Q3: 2,180 shares; 2024Q4: 2,974 shares; 2025Q1: 2,994 shares 2,994 $823K 0.39% +20 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,850 shares; 2024Q1: 4,850 shares; 2024Q2: 3,950 shares; 2024Q3: 3,950 shares; 2024Q4: 3,950 shares; 2025Q1: 3,950 shares 3,950 $810K 0.38% 0 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,055 shares; 2024Q1: 5,055 shares; 2024Q2: 5,055 shares; 2024Q3: 5,055 shares; 2024Q4: 5,055 shares; 2025Q1: 5,055 shares 5,055 $795K 0.37% 0 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: restricted; 2023Q4: 7,493 shares; 2024Q1: 7,493 shares; 2024Q2: 6,968 shares; 2024Q3: 6,968 shares; 2024Q4: 6,968 shares; 2025Q1: 6,468 shares 6,468 $789K 0.37% -500 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,250 shares; 2024Q1: 3,805 shares; 2024Q2: 3,465 shares; 2024Q3: 3,465 shares; 2024Q4: 3,865 shares; 2025Q1: 3,430 shares 3,430 $761K 0.36% -435 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 14,250 shares; 2024Q1: 14,350 shares; 2024Q2: 13,370 shares; 2024Q3: 13,870 shares; 2024Q4: 13,810 shares; 2025Q1: 13,810 shares 13,810 $756K 0.36% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 32,837 shares; 2024Q1: 31,884 shares; 2024Q2: 31,884 shares; 2024Q3: 29,284 shares; 2024Q4: 29,284 shares; 2025Q1: 26,176 shares 26,176 $740K 0.35% -3,108 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 9,478 shares; 2024Q1: 12,647 shares; 2024Q2: 12,437 shares; 2024Q3: 12,644 shares; 2024Q4: 13,428 shares; 2025Q1: 14,267 shares 14,267 $725K 0.34% +839 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,886 shares; 2024Q1: 5,987 shares; 2024Q2: 5,867 shares; 2024Q3: 5,492 shares; 2024Q4: 3,842 shares; 2025Q1: 4,252 shares 4,252 $711K 0.33% +410 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,462 shares; 2024Q1: 4,212 shares; 2024Q2: 4,212 shares; 2024Q3: 4,162 shares; 2024Q4: 4,162 shares; 2025Q1: 4,162 shares 4,162 $709K 0.33% 0 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,366 shares; 2024Q1: 1,364 shares; 2024Q2: 1,384 shares; 2024Q3: 1,385 shares; 2024Q4: 1,392 shares; 2025Q1: 1,482 shares 1,482 $695K 0.33% +90 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 9,280 shares; 2025Q1: 9,250 shares 9,250 $672K 0.32% -30 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,030 shares; 2024Q1: 8,005 shares; 2024Q2: 7,190 shares; 2024Q3: 7,190 shares; 2024Q4: 7,190 shares; 2025Q1: 8,090 shares 8,090 $661K 0.31% +900 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,404 shares; 2024Q1: 5,405 shares; 2024Q2: 4,978 shares; 2024Q3: 4,628 shares; 2024Q4: 4,478 shares; 2025Q1: 3,773 shares 3,773 $626K 0.29% -705 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,316 shares; 2024Q1: 3,116 shares; 2024Q2: 3,007 shares; 2024Q3: 3,007 shares; 2024Q4: 3,007 shares; 2025Q1: 3,007 shares 3,007 $623K 0.29% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,246 shares; 2024Q1: 2,296 shares; 2024Q2: 2,946 shares; 2024Q3: 3,096 shares; 2024Q4: 3,446 shares; 2025Q1: 5,870 shares 5,870 $603K 0.28% +2,424 Timeline VTS VITESSE ENERGY INC More: the full row for VITESSE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 24,600 shares; 2024Q1: 22,750 shares; 2024Q2: 22,750 shares; 2024Q3: 23,450 shares; 2024Q4: 23,750 shares; 2025Q1: 23,750 shares 23,750 $584K 0.28% 0 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,805 shares; 2024Q1: 1,805 shares; 2024Q2: 1,556 shares; 2024Q3: 1,521 shares; 2024Q4: 1,616 shares; 2025Q1: 1,570 shares 1,570 $576K 0.27% -46 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 13,945 shares; 2024Q1: 14,945 shares; 2024Q2: 13,835 shares; 2024Q3: 13,835 shares; 2024Q4: 13,510 shares; 2025Q1: 12,710 shares 12,710 $575K 0.27% -800 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 14,358 shares; 2024Q1: 11,258 shares; 2024Q2: 21,214 shares; 2024Q3: 22,214 shares; 2024Q4: 22,214 shares; 2025Q1: 22,114 shares 22,114 $560K 0.26% -100 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,666 shares; 2024Q1: 3,966 shares; 2024Q2: 4,016 shares; 2024Q3: 4,046 shares; 2024Q4: 3,746 shares; 2025Q1: 3,796 shares 3,796 $551K 0.26% +50 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,175 shares; 2024Q1: 5,810 shares; 2024Q2: 6,410 shares; 2024Q3: 5,435 shares; 2024Q4: 5,435 shares; 2025Q1: 5,285 shares 5,285 $551K 0.26% -150 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,350 shares; 2024Q3: 2,350 shares; 2024Q4: 2,350 shares; 2025Q1: 2,350 shares 2,350 $547K 0.26% 0 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,943 shares; 2024Q1: 4,030 shares; 2024Q2: 4,217 shares; 2024Q3: 4,108 shares; 2024Q4: 5,625 shares; 2025Q1: 5,763 shares 5,763 $539K 0.25% +138 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,456 shares; 2024Q1: 7,706 shares; 2024Q2: 6,933 shares; 2024Q3: 6,433 shares; 2024Q4: 5,833 shares; 2025Q1: 5,833 shares 5,833 $536K 0.25% 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: restricted; 2023Q4: 9,121 shares; 2024Q1: 9,096 shares; 2024Q2: 8,646 shares; 2024Q3: 8,371 shares; 2024Q4: 8,296 shares; 2025Q1: 8,040 shares 8,040 $510K 0.24% -256 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 15,789 shares; 2024Q1: 13,317 shares; 2024Q2: 13,222 shares; 2024Q3: 12,659 shares; 2024Q4: 12,659 shares; 2025Q1: 12,034 shares 12,034 $502K 0.24% -625 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,526 shares; 2024Q1: 2,726 shares; 2024Q2: 2,726 shares; 2024Q3: 2,726 shares; 2024Q4: 2,414 shares; 2025Q1: 2,018 shares 2,018 $502K 0.24% -396 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,380 shares; 2024Q1: 2,380 shares; 2024Q2: 2,380 shares; 2024Q3: 2,380 shares; 2024Q4: 2,380 shares; 2025Q1: 2,380 shares 2,380 $494K 0.23% 0 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 50,972 shares; 2024Q1: 57,972 shares; 2024Q2: 56,200 shares; 2024Q3: 49,700 shares; 2024Q4: 51,200 shares; 2025Q1: 56,200 shares 56,200 $493K 0.23% +5,000 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 26,528 shares; 2024Q1: 29,328 shares; 2024Q2: 28,197 shares; 2024Q3: 26,197 shares; 2024Q4: 22,397 shares; 2025Q1: 21,382 shares 21,382 $486K 0.23% -1,015 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,810 shares; 2024Q1: 1,810 shares; 2024Q2: 1,810 shares; 2024Q3: 1,730 shares; 2024Q4: 8,650 shares; 2025Q1: 8,650 shares 8,650 $477K 0.22% 0 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 327 shares; 2024Q1: 327 shares; 2024Q2: 327 shares; 2024Q3: 327 shares; 2024Q4: 342 shares; 2025Q1: 342 shares 342 $473K 0.22% 0 Timeline ITM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 10,250 shares; 2024Q1: 10,250 shares; 2024Q2: 10,250 shares; 2024Q3: 10,250 shares; 2024Q4: 10,250 shares; 2025Q1: 10,250 shares 10,250 $466K 0.22% 0 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,729 shares; 2024Q1: 3,479 shares; 2024Q2: 2,979 shares; 2024Q3: 2,979 shares; 2024Q4: 2,779 shares; 2025Q1: 2,779 shares 2,779 $462K 0.22% 0 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 125 shares; 2024Q1: 125 shares; 2024Q2: 120 shares; 2024Q3: 109 shares; 2024Q4: 109 shares; 2025Q1: 100 shares 100 $461K 0.22% -9 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: restricted; 2023Q4: 8,343 shares; 2024Q1: 8,676 shares; 2024Q2: 7,676 shares; 2024Q3: 7,676 shares; 2024Q4: 7,676 shares; 2025Q1: 7,676 shares 7,676 $461K 0.22% 0 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 55,982 shares; 2024Q1: 56,432 shares; 2024Q2: 52,012 shares; 2024Q3: 49,012 shares; 2024Q4: 48,562 shares; 2025Q1: 40,862 shares 40,862 $458K 0.22% -7,700 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,595 shares; 2024Q1: 4,595 shares; 2024Q2: 4,595 shares; 2024Q3: 3,960 shares; 2024Q4: 4,547 shares; 2025Q1: 4,780 shares 4,780 $456K 0.21% +233 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,287 shares; 2024Q1: 3,287 shares; 2024Q2: 3,287 shares; 2024Q3: 3,287 shares; 2024Q4: 3,237 shares; 2025Q1: 3,087 shares 3,087 $455K 0.21% -150 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,511 shares; 2024Q1: 3,378 shares; 2024Q2: 3,125 shares; 2024Q3: 3,185 shares; 2024Q4: 2,999 shares; 2025Q1: 5,479 shares 5,479 $453K 0.21% +2,480 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,102 shares; 2024Q1: 4,903 shares; 2024Q2: 3,954 shares; 2024Q3: 3,956 shares; 2024Q4: 3,457 shares; 2025Q1: 3,371 shares 3,371 $453K 0.21% -86 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: restricted; 2023Q4: 670 shares; 2024Q1: 855 shares; 2024Q2: 845 shares; 2024Q3: 845 shares; 2024Q4: 845 shares; 2025Q1: 840 shares 840 $448K 0.21% -5 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,400 shares; 2024Q1: 6,400 shares; 2024Q2: 6,400 shares; 2024Q3: 5,400 shares; 2024Q4: 5,150 shares; 2025Q1: 4,800 shares 4,800 $431K 0.2% -350 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,700 shares; 2024Q1: 2,700 shares; 2024Q2: 2,700 shares; 2024Q3: 2,400 shares; 2024Q4: 2,650 shares; 2025Q1: 2,556 shares 2,556 $424K 0.2% -94 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,068 shares; 2024Q1: 2,939 shares; 2024Q2: 3,024 shares; 2024Q3: 3,186 shares; 2024Q4: 3,242 shares; 2025Q1: 3,261 shares 3,261 $417K 0.2% +19 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,855 shares; 2024Q1: 3,883 shares; 2024Q2: 3,913 shares; 2024Q3: 3,938 shares; 2024Q4: 3,809 shares; 2025Q1: 3,816 shares 3,816 $415K 0.2% +7 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,398 shares; 2024Q1: 1,398 shares; 2024Q2: 1,193 shares; 2024Q3: 973 shares; 2024Q4: 973 shares; 2025Q1: 833 shares 833 $415K 0.2% -140 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,175 shares; 2024Q1: 1,195 shares; 2024Q2: 1,195 shares; 2024Q3: 1,195 shares; 2024Q4: 2,390 shares; 2025Q1: 2,390 shares 2,390 $408K 0.19% 0 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,812 shares; 2024Q1: 12,862 shares; 2024Q2: 15,362 shares; 2024Q3: 15,362 shares; 2024Q4: 15,362 shares; 2025Q1: 19,300 shares 19,300 $399K 0.19% +3,938 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: restricted; 2023Q4: 1,000 shares; 2024Q1: 1,000 shares; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares 1,000 $399K 0.19% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,771 shares; 2024Q1: 1,671 shares; 2024Q2: 1,101 shares; 2024Q3: 1,051 shares; 2024Q4: 1,021 shares; 2025Q1: 1,076 shares 1,076 $389K 0.18% +55 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,149 shares; 2024Q1: 1,286 shares; 2024Q2: 1,286 shares; 2024Q3: 1,286 shares; 2024Q4: 1,286 shares; 2025Q1: 1,236 shares 1,236 $385K 0.18% -50 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: restricted; 2023Q4: 2,899 shares; 2024Q1: 2,549 shares; 2024Q2: 2,549 shares; 2024Q3: 2,449 shares; 2024Q4: 2,249 shares; 2025Q1: 2,249 shares 2,249 $384K 0.18% 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: restricted; 2023Q4: 6,555 shares; 2024Q1: 6,555 shares; 2024Q2: 6,414 shares; 2024Q3: 4,119 shares; 2024Q4: 3,969 shares; 2025Q1: 3,904 shares 3,904 $383K 0.18% -65 Timeline FDUS FIDUS INVT CORP More: the full row for FIDUS INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 15,400 shares; 2024Q1: 13,900 shares; 2024Q2: 13,900 shares; 2024Q3: 17,325 shares; 2024Q4: 18,755 shares; 2025Q1: 18,655 shares 18,655 $380K 0.18% -100 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: restricted; 2023Q4: 6,600 shares; 2024Q1: 3,400 shares; 2024Q2: 3,400 shares; 2024Q3: 3,400 shares; 2024Q4: 3,400 shares; 2025Q1: 3,400 shares 3,400 $378K 0.18% 0 Timeline SGDM SPROTT ETF TRUST More: the full row for SPROTT ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,700 shares; 2024Q1: 6,300 shares; 2024Q2: 7,100 shares; 2024Q3: 7,100 shares; 2024Q4: 8,900 shares; 2025Q1: 9,900 shares 9,900 $376K 0.18% +1,000 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: restricted; 2023Q4: 18,299 shares; 2024Q1: 18,299 shares; 2024Q2: 18,299 shares; 2024Q3: 18,299 shares; 2024Q4: 17,799 shares; 2025Q1: 16,749 shares 16,749 $371K 0.17% -1,050 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 17,600 shares; 2024Q1: 17,600 shares; 2024Q2: 18,600 shares; 2024Q3: 18,600 shares; 2024Q4: 18,600 shares; 2025Q1: 18,600 shares 18,600 $368K 0.17% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,725 shares; 2024Q1: 2,725 shares; 2024Q2: 2,725 shares; 2024Q3: 2,725 shares; 2024Q4: 2,725 shares; 2025Q1: 2,741 shares 2,741 $364K 0.17% +16 Timeline FXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 10,140 shares; 2025Q1: 10,140 shares 10,140 $363K 0.17% 0 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 9,918 shares; 2024Q1: 9,918 shares; 2024Q2: 9,918 shares; 2024Q3: 9,918 shares; 2024Q4: 9,918 shares; 2025Q1: 9,918 shares 9,918 $358K 0.17% 0 Timeline CPZ CALAMOS LNG SHR EQT DYNAMIC More: the full row for CALAMOS LNG SHR EQT DYNAMIC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 12,900 shares; 2024Q1: 9,300 shares; 2024Q2: 13,300 shares; 2024Q3: 13,300 shares; 2024Q4: 13,300 shares; 2025Q1: 22,860 shares 22,860 $356K 0.17% +9,560 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,491 shares; 2024Q1: 5,141 shares; 2024Q2: 4,757 shares; 2024Q3: 3,987 shares; 2024Q4: 2,847 shares; 2025Q1: 2,351 shares 2,351 $353K 0.17% -496 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: restricted; 2023Q4: 20,100 shares; 2024Q1: 20,100 shares; 2024Q2: 20,100 shares; 2024Q3: 17,600 shares; 2024Q4: 17,600 shares; 2025Q1: 17,600 shares 17,600 $352K 0.17% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,787 shares; 2024Q1: 6,886 shares; 2024Q2: 7,231 shares; 2024Q3: 7,323 shares; 2024Q4: 7,495 shares; 2025Q1: 7,612 shares 7,612 $333K 0.16% +117 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 22,600 shares; 2024Q1: 22,900 shares; 2024Q2: 22,900 shares; 2024Q3: 22,900 shares; 2024Q4: 22,900 shares; 2025Q1: 22,900 shares 22,900 $331K 0.16% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,200 shares; 2024Q1: 3,200 shares; 2024Q2: 2,700 shares; 2024Q3: 2,300 shares; 2024Q4: 2,300 shares; 2025Q1: 2,300 shares 2,300 $321K 0.15% 0 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,050 shares; 2024Q1: 1,050 shares; 2024Q2: 1,050 shares; 2024Q3: 1,050 shares; 2024Q4: 1,050 shares; 2025Q1: 1,050 shares 1,050 $320K 0.15% 0 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 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 $316K 0.15% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,574 shares; 2024Q1: 1,574 shares; 2024Q2: 1,474 shares; 2024Q3: 1,474 shares; 2024Q4: 1,474 shares; 2025Q1: 1,480 shares 1,480 $313K 0.15% +6 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,824 shares; 2024Q1: 4,374 shares; 2024Q2: 4,374 shares; 2024Q3: 3,375 shares; 2024Q4: 3,125 shares; 2025Q1: 2,325 shares 2,325 $307K 0.14% -800 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: restricted; 2023Q4: 3,260 shares; 2024Q1: 3,282 shares; 2024Q2: 3,305 shares; 2024Q3: 3,671 shares; 2024Q4: 3,704 shares; 2025Q1: 2,507 shares 2,507 $306K 0.14% -1,197 Timeline DVYE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 10,644 shares; 2024Q1: 9,696 shares; 2024Q2: 12,009 shares; 2024Q3: 11,447 shares; 2024Q4: 10,475 shares; 2025Q1: 11,028 shares 11,028 $301K 0.14% +553 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,200 shares; 2024Q1: 2,900 shares; 2024Q2: 2,900 shares; 2024Q3: 2,900 shares; 2024Q4: 2,900 shares; 2025Q1: 2,900 shares 2,900 $298K 0.14% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,533 shares; 2024Q1: 1,025 shares; 2024Q2: 750 shares; 2024Q3: 650 shares; 2024Q4: 1,153 shares; 2025Q1: 1,143 shares 1,143 $296K 0.14% -10 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 884 shares; 2024Q1: 884 shares; 2024Q2: 884 shares; 2024Q3: 884 shares; 2024Q4: 884 shares; 2025Q1: 884 shares 884 $293K 0.14% 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: restricted; 2023Q4: 4,550 shares; 2024Q1: 4,550 shares; 2024Q2: 4,550 shares; 2024Q3: 4,550 shares; 2024Q4: 4,550 shares; 2025Q1: 4,550 shares 4,550 $288K 0.14% 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: restricted; 2023Q4: 1,352 shares; 2024Q1: 6,760 shares; 2024Q2: 6,760 shares; 2024Q3: 6,760 shares; 2024Q4: 4,885 shares; 2025Q1: 4,885 shares 4,885 $285K 0.13% 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: restricted; 2023Q4: 950 shares; 2024Q1: 950 shares; 2024Q2: 900 shares; 2024Q3: 900 shares; 2024Q4: 900 shares; 2025Q1: 900 shares 900 $282K 0.13% 0 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,951 shares; 2024Q1: 1,951 shares; 2024Q2: 4,063 shares; 2024Q3: 4,063 shares; 2024Q4: 4,063 shares; 2025Q1: 4,227 shares 4,227 $277K 0.13% +164 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,356 shares; 2024Q1: 3,359 shares; 2024Q2: 3,403 shares; 2024Q3: 3,421 shares; 2024Q4: 10,356 shares; 2025Q1: 10,507 shares 10,507 $275K 0.13% +151 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,350 shares; 2024Q1: 2,600 shares; 2024Q2: 2,100 shares; 2024Q3: 2,100 shares; 2024Q4: 2,100 shares; 2025Q1: 2,100 shares 2,100 $275K 0.13% 0 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 11,500 shares; 2024Q1: 10,500 shares; 2024Q2: 10,500 shares; 2024Q3: 9,500 shares; 2024Q4: 9,500 shares; 2025Q1: 7,000 shares 7,000 $275K 0.13% -2,500 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,059 shares; 2024Q1: 2,024 shares; 2024Q2: 2,024 shares; 2024Q3: 2,024 shares; 2024Q4: 2,024 shares; 2025Q1: 2,004 shares 2,004 $272K 0.13% -20 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 925 shares; 2024Q1: 925 shares; 2024Q2: 925 shares; 2024Q3: 925 shares; 2024Q4: 825 shares; 2025Q1: 831 shares 831 $259K 0.12% +6 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,390 shares; 2024Q1: 1,629 shares; 2024Q2: 1,856 shares; 2024Q3: 2,144 shares; 2024Q4: 2,007 shares; 2025Q1: 3,657 shares 3,657 $258K 0.12% +1,650 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,964 shares; 2024Q1: 2,263 shares; 2024Q2: 2,478 shares; 2024Q3: 2,504 shares; 2024Q4: 2,113 shares; 2025Q1: 2,309 shares 2,309 $257K 0.12% +196 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,150 shares; 2024Q1: 2,150 shares; 2024Q2: 2,150 shares; 2024Q3: 2,150 shares; 2024Q4: 2,100 shares; 2025Q1: 2,000 shares 2,000 $256K 0.12% -100 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,013 shares; 2024Q1: 4,013 shares; 2024Q2: 4,013 shares; 2024Q3: 3,965 shares; 2024Q4: 3,785 shares; 2025Q1: 3,682 shares 3,682 $249K 0.12% -103 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,907 shares; 2024Q1: 6,907 shares; 2024Q2: 6,207 shares; 2024Q3: 3,907 shares; 2024Q4: 3,907 shares; 2025Q1: 3,907 shares 3,907 $247K 0.12% 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: restricted; 2023Q4: 7,035 shares; 2024Q1: 6,935 shares; 2024Q2: 6,775 shares; 2024Q3: 5,875 shares; 2024Q4: 5,475 shares; 2025Q1: 5,375 shares 5,375 $244K 0.11% -100 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,600 shares; 2024Q1: 2,600 shares; 2024Q2: 2,600 shares; 2024Q3: 2,600 shares; 2024Q4: 2,600 shares; 2025Q1: 2,600 shares 2,600 $240K 0.11% 0 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,450 shares; 2024Q1: 2,450 shares; 2024Q2: 2,450 shares; 2024Q3: 2,450 shares; 2024Q4: 2,450 shares; 2025Q1: 2,450 shares 2,450 $234K 0.11% 0 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,000 shares; 2024Q1: 8,000 shares; 2024Q2: 8,000 shares; 2024Q3: 8,000 shares; 2024Q4: 7,600 shares; 2025Q1: 7,600 shares 7,600 $234K 0.11% 0 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,325 shares; 2024Q1: 2,325 shares; 2024Q2: 2,325 shares; 2024Q3: 2,262 shares; 2024Q4: 2,262 shares; 2025Q1: 2,262 shares 2,262 $233K 0.11% 0 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,498 shares; 2024Q1: 4,716 shares; 2024Q2: 4,820 shares; 2024Q3: 4,860 shares; 2024Q4: 9,803 shares; 2025Q1: 10,001 shares 10,001 $232K 0.11% +198 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,050 shares; 2024Q1: 1,050 shares; 2024Q2: 800 shares; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares 800 $231K 0.11% 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: restricted; 2023Q4: 3,975 shares; 2024Q1: 3,975 shares; 2024Q2: 4,275 shares; 2024Q3: 4,275 shares; 2024Q4: 2,100 shares; 2025Q1: 2,100 shares 2,100 $230K 0.11% 0 Timeline IESC IES HOLDINGS INC More: the full row for IES HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,000 shares; 2024Q4: 3,250 shares; 2025Q1: 1,380 shares 1,380 $228K 0.11% -1,870 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,150 shares; 2024Q1: 1,150 shares; 2024Q2: 1,000 shares; 2024Q3: 900 shares; 2024Q4: 850 shares; 2025Q1: 850 shares 850 $226K 0.11% 0 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,376 shares; 2024Q1: 3,376 shares; 2024Q2: 2,876 shares; 2024Q3: 2,475 shares; 2024Q4: 825 shares; 2025Q1: 830 shares 830 $226K 0.11% +5 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,650 shares; 2024Q1: 1,650 shares; 2024Q2: 1,650 shares; 2024Q3: 1,650 shares; 2024Q4: 1,650 shares; 2025Q1: 1,650 shares 1,650 $225K 0.11% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,379 shares; 2024Q1: 7,379 shares; 2024Q2: 7,383 shares; 2024Q3: 6,583 shares; 2024Q4: 6,583 shares; 2025Q1: 6,583 shares 6,583 $222K 0.1% 0 Timeline PDO PIMCO DYNAMIC INCOME OPRNTS More: the full row for PIMCO DYNAMIC INCOME OPRNTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 16,000 shares; 2024Q1: 16,000 shares; 2024Q2: 16,000 shares; 2024Q3: 16,000 shares; 2024Q4: 16,000 shares; 2025Q1: 16,000 shares 16,000 $222K 0.1% 0 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,006 shares; 2024Q1: 1,006 shares; 2024Q2: 1,156 shares; 2024Q3: 1,146 shares; 2024Q4: 1,346 shares; 2025Q1: 1,346 shares 1,346 $216K 0.1% 0 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,550 shares; 2024Q1: 2,600 shares; 2024Q2: 4,300 shares; 2024Q3: 3,800 shares; 2024Q4: 3,400 shares; 2025Q1: 4,400 shares 4,400 $212K 0.1% +1,000 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 9,922 shares; 2024Q1: 10,122 shares; 2024Q2: 10,122 shares; 2024Q3: 7,994 shares; 2024Q4: 3,244 shares; 2025Q1: 3,059 shares 3,059 $212K 0.1% -185 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 711 shares; 2024Q1: 563 shares; 2024Q2: 563 shares; 2024Q3: 563 shares; 2024Q4: 3,700 shares; 2025Q1: 3,700 shares 3,700 $207K 0.1% 0 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,717 shares; 2024Q1: 7,886 shares; 2024Q2: 8,100 shares; 2024Q3: 8,305 shares; 2024Q4: 8,486 shares; 2025Q1: 8,705 shares 8,705 $200K 0.09% +219 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,220 shares; 2024Q1: 3,220 shares; 2024Q2: 3,220 shares; 2024Q3: 3,220 shares; 2024Q4: 3,220 shares; 2025Q1: 3,220 shares 3,220 $200K 0.09% 0 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 100 shares; 2024Q3: 174 shares; 2024Q4: 250 shares; 2025Q1: 250 shares 250 $199K 0.09% 0 Timeline PFLT PENNANTPARK FLOATING RATE CA More: the full row for PENNANTPARK FLOATING RATE CA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 28,801 shares; 2024Q1: 28,801 shares; 2024Q2: 28,801 shares; 2024Q3: 28,801 shares; 2024Q4: 17,500 shares; 2025Q1: 17,500 shares 17,500 $196K 0.09% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 850 shares; 2024Q1: 850 shares; 2024Q2: 850 shares; 2024Q3: 850 shares; 2024Q4: 850 shares; 2025Q1: 950 shares 950 $190K 0.09% +100 Timeline DLY DOUBLELINE YIELD OPPORTUNITI More: the full row for DOUBLELINE YIELD OPPORTUNITI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 16,267 shares; 2024Q1: 16,473 shares; 2024Q2: 15,679 shares; 2024Q3: 15,685 shares; 2024Q4: 13,292 shares; 2025Q1: 11,799 shares 11,799 $190K 0.09% -1,493 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,397 shares; 2024Q1: 5,297 shares; 2024Q2: 4,573 shares; 2024Q3: 4,573 shares; 2024Q4: 3,673 shares; 2025Q1: 3,673 shares 3,673 $183K 0.09% 0 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 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 $182K 0.09% 0 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,670 shares; 2024Q1: 5,670 shares; 2024Q2: 5,670 shares; 2024Q3: 5,670 shares; 2024Q4: 5,670 shares; 2025Q1: 5,670 shares 5,670 $181K 0.09% 0 Timeline INDY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,000 shares; 2024Q4: 3,535 shares; 2025Q1: 3,535 shares 3,535 $179K 0.08% 0 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,625 shares; 2024Q1: 3,620 shares; 2024Q2: 3,675 shares; 2024Q3: 3,732 shares; 2024Q4: 7,449 shares; 2025Q1: 7,568 shares 7,568 $177K 0.08% +119 Timeline Sandstorm Gold Ltd Sandstorm Gold Ltd More: the full row for Sandstorm Gold Ltd Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 20,400 shares; 2024Q1: 20,400 shares; 2024Q2: 20,400 shares; 2024Q3: 20,400 shares; 2024Q4: 20,400 shares; 2025Q1: 23,400 shares 23,400 $177K 0.08% +3,000 LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,500 shares; 2024Q1: 3,500 shares; 2024Q2: 3,500 shares; 2024Q3: 3,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares 2,500 $176K 0.08% 0 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,350 shares; 2024Q1: 3,350 shares; 2024Q2: 3,065 shares; 2024Q3: 3,065 shares; 2024Q4: 2,450 shares; 2025Q1: 2,300 shares 2,300 $176K 0.08% -150 Timeline IMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,785 shares; 2024Q1: 8,785 shares; 2024Q2: 7,285 shares; 2024Q3: 7,785 shares; 2024Q4: 6,585 shares; 2025Q1: 7,085 shares 7,085 $174K 0.08% +500 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 500 shares; 2024Q1: 500 shares; 2024Q2: 500 shares; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 650 shares 650 $172K 0.08% +150 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,400 shares; 2024Q1: 2,400 shares; 2024Q2: 2,400 shares; 2024Q3: 2,400 shares; 2024Q4: 2,400 shares; 2025Q1: 2,427 shares 2,427 $172K 0.08% +27 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,184 shares; 2024Q1: 2,184 shares; 2024Q2: 2,184 shares; 2024Q3: 2,076 shares; 2024Q4: 2,076 shares; 2025Q1: 1,626 shares 1,626 $170K 0.08% -450 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,822 shares; 2024Q1: 1,822 shares; 2024Q2: 1,722 shares; 2024Q3: 1,722 shares; 2024Q4: 1,722 shares; 2025Q1: 1,722 shares 1,722 $169K 0.08% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,085 shares; 2024Q1: 3,085 shares; 2024Q2: 3,085 shares; 2024Q3: 2,792 shares; 2024Q4: 2,792 shares; 2025Q1: 2,792 shares 2,792 $167K 0.08% 0 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 6,000 shares; 2024Q2: 6,000 shares; 2024Q3: 6,000 shares; 2024Q4: 6,000 shares; 2025Q1: 8,500 shares 8,500 $166K 0.08% +2,500 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: restricted; 2023Q4: 1,698 shares; 2024Q1: 1,741 shares; 2024Q2: 1,821 shares; 2024Q3: 1,804 shares; 2024Q4: 1,926 shares; 2025Q1: 2,175 shares 2,175 $165K 0.08% +249 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: restricted; 2023Q4: 2,202 shares; 2024Q1: 2,233 shares; 2024Q2: 2,233 shares; 2024Q3: 2,233 shares; 2024Q4: 2,633 shares; 2025Q1: 2,633 shares 2,633 $160K 0.08% 0 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,260 shares; 2024Q1: 1,461 shares; 2024Q2: 1,505 shares; 2024Q3: 1,490 shares; 2024Q4: 1,612 shares; 2025Q1: 1,640 shares 1,640 $157K 0.07% +28 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 10,257 shares; 2024Q1: 10,257 shares; 2024Q2: 10,257 shares; 2024Q3: 10,257 shares; 2024Q4: 7,500 shares; 2025Q1: 7,500 shares 7,500 $155K 0.07% 0 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,725 shares; 2024Q1: 1,975 shares; 2024Q2: 1,875 shares; 2024Q3: 2,812 shares; 2024Q4: 2,812 shares; 2025Q1: 2,162 shares 2,162 $154K 0.07% -650 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,102 shares; 2024Q1: 1,102 shares; 2024Q2: 1,102 shares; 2024Q3: 3,902 shares; 2024Q4: 4,907 shares; 2025Q1: 2,357 shares 2,357 $153K 0.07% -2,550 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,567 shares; 2024Q1: 1,567 shares; 2024Q2: 1,567 shares; 2024Q3: 1,567 shares; 2024Q4: 1,567 shares; 2025Q1: 1,567 shares 1,567 $153K 0.07% 0 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 801 shares; 2024Q1: 801 shares; 2024Q2: 701 shares; 2024Q3: 701 shares; 2024Q4: 701 shares; 2025Q1: 651 shares 651 $152K 0.07% -50 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 234 shares; 2024Q1: 255 shares; 2024Q2: 255 shares; 2024Q3: 295 shares; 2024Q4: 295 shares; 2025Q1: 295 shares 295 $152K 0.07% 0 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,075 shares; 2024Q1: 3,525 shares; 2024Q2: 3,325 shares; 2024Q3: 3,025 shares; 2024Q4: 2,425 shares; 2025Q1: 2,425 shares 2,425 $146K 0.07% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 800 shares 800 $143K 0.07% +700 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,000 shares; 2024Q1: 2,000 shares; 2024Q2: 2,000 shares; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares 2,000 $143K 0.07% 0 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 250 shares; 2024Q1: 250 shares; 2024Q2: 250 shares; 2024Q3: 235 shares; 2024Q4: 225 shares; 2025Q1: 225 shares 225 $141K 0.07% 0 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,573 shares; 2024Q1: 3,957 shares; 2024Q2: 3,966 shares; 2024Q3: 3,966 shares; 2024Q4: 3,366 shares; 2025Q1: 3,666 shares 3,666 $140K 0.07% +300 Timeline GXC SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,275 shares; 2024Q1: 1,542 shares; 2024Q2: 1,614 shares; 2024Q3: 1,799 shares; 2024Q4: 1,548 shares; 2025Q1: 1,619 shares 1,619 $139K 0.07% +71 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 700 shares; 2024Q1: 700 shares; 2024Q2: 700 shares; 2024Q3: 700 shares; 2024Q4: 700 shares; 2025Q1: 700 shares 700 $138K 0.07% 0 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 886 shares; 2024Q1: 1,047 shares; 2024Q2: 1,500 shares; 2024Q3: 1,716 shares; 2024Q4: 1,708 shares; 2025Q1: 1,750 shares 1,750 $138K 0.07% +42 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 540 shares; 2024Q1: 540 shares; 2024Q2: 540 shares; 2024Q3: 540 shares; 2024Q4: 540 shares; 2025Q1: 540 shares 540 $138K 0.06% 0 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 8,300 shares; 2024Q2: 8,300 shares; 2024Q3: 8,300 shares; 2024Q4: 8,700 shares; 2025Q1: 6,200 shares 6,200 $136K 0.06% -2,500 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: restricted; 2023Q4: 505 shares; 2024Q1: 500 shares; 2024Q2: 500 shares; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares 500 $134K 0.06% 0 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 938 shares; 2024Q1: 938 shares; 2024Q2: 938 shares; 2024Q3: 938 shares; 2024Q4: 938 shares; 2025Q1: 938 shares 938 $132K 0.06% 0 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,737 shares; 2024Q1: 1,637 shares; 2024Q2: 1,637 shares; 2024Q3: 1,637 shares; 2024Q4: 1,637 shares; 2025Q1: 1,637 shares 1,637 $129K 0.06% 0 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,100 shares; 2024Q1: 900 shares; 2024Q2: 900 shares; 2024Q3: 900 shares; 2024Q4: 900 shares; 2025Q1: 900 shares 900 $129K 0.06% 0 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,629 shares; 2024Q1: 1,629 shares; 2024Q2: 1,629 shares; 2024Q3: 1,629 shares; 2024Q4: 1,229 shares; 2025Q1: 1,229 shares 1,229 $129K 0.06% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,075 shares; 2024Q1: 3,075 shares; 2024Q2: 3,075 shares; 2024Q3: 3,075 shares; 2024Q4: 3,075 shares; 2025Q1: 3,037 shares 3,037 $128K 0.06% -38 Timeline ABCB AMERIS BANCORP More: the full row for AMERIS BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,225 shares 2,225 $128K 0.06% new Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,883 shares; 2024Q1: 1,583 shares; 2024Q2: 1,583 shares; 2024Q3: 1,583 shares; 2024Q4: 1,583 shares; 2025Q1: 1,583 shares 1,583 $128K 0.06% 0 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,414 shares; 2024Q1: 1,314 shares; 2024Q2: 1,314 shares; 2024Q3: 1,314 shares; 2024Q4: 1,314 shares; 2025Q1: 1,298 shares 1,298 $126K 0.06% -16 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 800 shares; 2024Q1: 800 shares; 2024Q2: 800 shares; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares 800 $120K 0.06% 0 Timeline EFC ELLINGTON FINANCIAL INC More: the full row for ELLINGTON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 12,900 shares; 2024Q1: 13,900 shares; 2024Q2: 13,900 shares; 2024Q3: 8,900 shares; 2024Q4: 8,825 shares; 2025Q1: 8,825 shares 8,825 $117K 0.06% 0 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,967 shares; 2024Q1: 7,679 shares; 2024Q2: 5,639 shares; 2024Q3: 5,339 shares; 2024Q4: 5,339 shares; 2025Q1: 2,639 shares 2,639 $117K 0.06% -2,700 Timeline ELS EQUITY LIFESTYLE PROPERTIES More: the full row for EQUITY LIFESTYLE PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,050 shares; 2024Q1: 2,050 shares; 2024Q2: 2,050 shares; 2024Q3: 2,050 shares; 2024Q4: 2,050 shares; 2025Q1: 1,750 shares 1,750 $117K 0.05% -300 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: restricted; 2023Q4: 1,450 shares; 2024Q1: 1,450 shares; 2024Q2: 1,450 shares; 2024Q3: 750 shares; 2024Q4: 750 shares; 2025Q1: 750 shares 750 $116K 0.05% 0 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,500 shares; 2024Q1: 2,500 shares; 2024Q2: 2,500 shares; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares 2,500 $115K 0.05% 0 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,004 shares; 2024Q1: 2,004 shares; 2024Q2: 2,004 shares; 2024Q3: 2,004 shares; 2024Q4: 2,004 shares; 2025Q1: 2,004 shares 2,004 $113K 0.05% 0 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 355 shares; 2024Q1: 355 shares; 2024Q2: 355 shares; 2024Q3: 355 shares; 2024Q4: 355 shares; 2025Q1: 350 shares 350 $111K 0.05% -5 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 376 shares; 2024Q1: 376 shares; 2024Q2: 377 shares; 2024Q3: 377 shares; 2024Q4: 377 shares; 2025Q1: 377 shares 377 $111K 0.05% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 20,902 shares; 2024Q1: 21,302 shares; 2024Q2: 21,402 shares; 2024Q3: 21,402 shares; 2024Q4: 18,502 shares; 2025Q1: 1,314 shares 1,314 $111K 0.05% -17,188 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 3,106 shares; 2024Q2: 3,206 shares; 2024Q3: 3,156 shares; 2024Q4: 3,306 shares; 2025Q1: 875 shares 875 $111K 0.05% -2,431 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 150 shares; 2024Q1: 150 shares; 2024Q2: 150 shares; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 253 shares 253 $110K 0.05% +103 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 625 shares; 2024Q1: 625 shares; 2024Q2: 625 shares; 2024Q3: 625 shares; 2024Q4: 625 shares; 2025Q1: 625 shares 625 $110K 0.05% 0 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 260 shares; 2024Q1: 260 shares; 2024Q2: 260 shares; 2024Q3: 260 shares; 2024Q4: 260 shares; 2025Q1: 260 shares 260 $109K 0.05% 0 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,300 shares; 2024Q1: 1,300 shares; 2024Q2: 1,300 shares; 2024Q3: 950 shares; 2024Q4: 950 shares; 2025Q1: 950 shares 950 $108K 0.05% 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: restricted; 2023Q4: 1,000 shares; 2024Q1: 1,000 shares; 2024Q2: 1,000 shares; 2024Q3: 900 shares; 2024Q4: 825 shares; 2025Q1: 825 shares 825 $108K 0.05% 0 Timeline BWLP BW LPG LTD More: the full row for BW LPG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 18,600 shares; 2024Q4: 12,100 shares; 2025Q1: 9,900 shares 9,900 $108K 0.05% -2,200 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,288 shares; 2024Q1: 1,469 shares; 2024Q2: 1,499 shares; 2024Q3: 1,499 shares; 2024Q4: 1,499 shares; 2025Q1: 1,499 shares 1,499 $107K 0.05% 0 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,450 shares; 2024Q1: 1,800 shares; 2024Q2: 2,000 shares; 2024Q3: 1,800 shares; 2024Q4: 1,800 shares; 2025Q1: 1,800 shares 1,800 $104K 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: restricted; 2023Q4: 2,050 shares; 2024Q1: 2,050 shares; 2024Q2: 2,050 shares; 2024Q3: 2,050 shares; 2024Q4: 2,050 shares; 2025Q1: 2,750 shares 2,750 $104K 0.05% +700 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: restricted; 2023Q4: 838 shares; 2024Q1: 838 shares; 2024Q2: 838 shares; 2024Q3: 838 shares; 2024Q4: 838 shares; 2025Q1: 838 shares 838 $103K 0.05% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 450 shares; 2024Q1: 450 shares; 2024Q2: 450 shares; 2024Q3: 450 shares; 2024Q4: 450 shares; 2025Q1: 538 shares 538 $103K 0.05% +88 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 600 shares; 2024Q1: 600 shares; 2024Q2: 600 shares; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares 600 $102K 0.05% 0 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,000 shares; 2024Q1: 1,000 shares; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares 1,000 $101K 0.05% 0 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: restricted; 2023Q4: 575 shares; 2024Q1: 575 shares; 2024Q2: 575 shares; 2024Q3: 425 shares; 2024Q4: 425 shares; 2025Q1: 431 shares 431 $101K 0.05% +6 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,550 shares; 2024Q1: 5,550 shares; 2024Q2: 4,300 shares; 2024Q3: 4,300 shares; 2024Q4: 4,300 shares; 2025Q1: 3,300 shares 3,300 $100K 0.05% -1,000 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,300 shares; 2024Q1: 3,300 shares; 2024Q2: 3,300 shares; 2024Q3: 3,300 shares; 2024Q4: 3,300 shares; 2025Q1: 3,300 shares 3,300 $99.3K 0.05% 0 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,200 shares; 2024Q1: 1,200 shares; 2024Q2: 1,200 shares; 2024Q3: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares 1,200 $98.8K 0.05% 0 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,000 shares; 2024Q1: 1,000 shares; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares 1,000 $98.7K 0.05% 0 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 1,500 shares; 2024Q2: 1,500 shares; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares 1,500 $97.8K 0.05% 0 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,526 shares; 2024Q1: 1,527 shares; 2024Q2: 1,527 shares; 2024Q3: 1,227 shares; 2024Q4: 1,227 shares; 2025Q1: 1,228 shares 1,228 $96.1K 0.05% +1 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,200 shares 2,200 $95.9K 0.05% new 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: restricted; 2023Q4: not reported; 2024Q1: 200 shares; 2024Q2: not reported; 2024Q3: 200 shares; 2024Q4: 266 shares; 2025Q1: 266 shares 266 $93.8K 0.04% 0 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,900 shares; 2024Q1: 1,900 shares; 2024Q2: 1,900 shares; 2024Q3: 1,900 shares; 2024Q4: 1,900 shares; 2025Q1: 1,900 shares 1,900 $93.4K 0.04% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,300 shares; 2024Q1: 3,050 shares; 2024Q2: 3,050 shares; 2024Q3: 3,050 shares; 2024Q4: 1,300 shares; 2025Q1: 800 shares 800 $93.3K 0.04% -500 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,903 shares; 2024Q1: 1,853 shares; 2024Q2: 1,853 shares; 2024Q3: 1,853 shares; 2024Q4: 1,853 shares; 2025Q1: 1,853 shares 1,853 $93.1K 0.04% 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: restricted; 2023Q4: 300 shares; 2024Q1: 300 shares; 2024Q2: 300 shares; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares 300 $92.7K 0.04% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 11,626 shares; 2024Q1: 9,065 shares; 2024Q2: 9,169 shares; 2024Q3: 9,169 shares; 2024Q4: 9,169 shares; 2025Q1: 9,169 shares 9,169 $92K 0.04% 0 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,976 shares; 2024Q1: 1,976 shares; 2024Q2: 1,908 shares; 2024Q3: 1,908 shares; 2024Q4: 1,908 shares; 2025Q1: 1,908 shares 1,908 $91.6K 0.04% 0 Timeline FRME FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,253 shares; 2024Q1: 2,253 shares; 2024Q2: 2,253 shares; 2024Q3: 2,253 shares; 2024Q4: 2,253 shares; 2025Q1: 2,253 shares 2,253 $91.1K 0.04% 0 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 300 shares; 2024Q1: 1,294 shares; 2024Q2: 1,294 shares; 2024Q3: 1,594 shares; 2024Q4: 1,594 shares; 2025Q1: 1,594 shares 1,594 $91.1K 0.04% 0 Timeline TNA DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,000 shares; 2024Q1: 3,000 shares; 2024Q2: 3,000 shares; 2024Q3: 3,100 shares; 2024Q4: 3,100 shares; 2025Q1: 3,100 shares 3,100 $90.7K 0.04% 0 Timeline SUI SUN CMNTYS INC More: the full row for SUN CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 775 shares; 2024Q1: 775 shares; 2024Q2: 775 shares; 2024Q3: 775 shares; 2024Q4: 775 shares; 2025Q1: 700 shares 700 $90K 0.04% -75 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2 shares; 2024Q1: 2 shares; 2024Q2: 2 shares; 2024Q3: 17 shares; 2024Q4: 17 shares; 2025Q1: 46 shares 46 $89.7K 0.04% +29 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 200 shares; 2025Q1: 310 shares 310 $89.4K 0.04% +110 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,322 shares; 2024Q1: 1,222 shares; 2024Q2: 1,222 shares; 2024Q3: 1,222 shares; 2024Q4: 322 shares; 2025Q1: 322 shares 322 $87.8K 0.04% 0 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,930 shares; 2025Q1: 2,555 shares 2,555 $87.5K 0.04% -375 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 9,353 shares; 2024Q1: 9,338 shares; 2024Q2: 8,919 shares; 2024Q3: 8,528 shares; 2024Q4: 8,113 shares; 2025Q1: 8,151 shares 8,151 $87.5K 0.04% +38 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,251 shares; 2024Q1: 3,251 shares; 2024Q2: 2,667 shares; 2024Q3: 2,667 shares; 2024Q4: 2,667 shares; 2025Q1: 2,351 shares 2,351 $86.8K 0.04% -316 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: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,430 shares; 2025Q1: 1,829 shares 1,829 $85.6K 0.04% +399 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 950 shares; 2024Q1: 950 shares; 2024Q2: 950 shares; 2024Q3: 950 shares; 2024Q4: 950 shares; 2025Q1: 950 shares 950 $85.4K 0.04% 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: restricted; 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 $82.4K 0.04% 0 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 9,831 shares; 2024Q1: 7,436 shares; 2024Q2: 7,436 shares; 2024Q3: 6,686 shares; 2024Q4: 6,686 shares; 2025Q1: 6,686 shares 6,686 $81.8K 0.04% 0 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 625 shares; 2024Q4: 736 shares; 2025Q1: 636 shares 636 $80.5K 0.04% -100 Timeline ROKT SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 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 $80K 0.04% 0 Timeline CQQQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,800 shares 1,800 $79.8K 0.04% new Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 280 shares; 2024Q1: 280 shares; 2024Q2: 280 shares; 2024Q3: 280 shares; 2024Q4: 280 shares; 2025Q1: 280 shares 280 $79.1K 0.04% 0 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,610 shares; 2024Q1: 2,610 shares; 2024Q2: 2,610 shares; 2024Q3: 2,610 shares; 2024Q4: 2,610 shares; 2025Q1: 2,610 shares 2,610 $77.8K 0.04% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,276 shares; 2024Q1: 1,276 shares; 2024Q2: 1,276 shares; 2024Q3: 1,076 shares; 2024Q4: 1,076 shares; 2025Q1: 1,076 shares 1,076 $77.2K 0.04% 0 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,525 shares; 2024Q1: 850 shares; 2024Q2: 850 shares; 2024Q3: 850 shares; 2024Q4: 850 shares; 2025Q1: 600 shares 600 $76.9K 0.04% -250 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 250 shares; 2024Q1: 250 shares; 2024Q2: 250 shares; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares 250 $76.4K 0.04% 0 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 521 shares; 2024Q1: 521 shares; 2024Q2: 521 shares; 2024Q3: 521 shares; 2024Q4: 521 shares; 2025Q1: 521 shares 521 $76.1K 0.04% 0 Timeline DSL DOUBLELINE INCOME SOLUTIONS More: the full row for DOUBLELINE INCOME SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 13,927 shares; 2024Q1: 12,927 shares; 2024Q2: 11,427 shares; 2024Q3: 11,427 shares; 2024Q4: 6,010 shares; 2025Q1: 6,010 shares 6,010 $75.8K 0.04% 0 Timeline BFS SAUL CTRS INC More: the full row for SAUL CTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,100 shares; 2024Q1: 2,100 shares; 2024Q2: 2,100 shares; 2024Q3: 2,100 shares; 2024Q4: 2,100 shares; 2025Q1: 2,100 shares 2,100 $75.7K 0.04% 0 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,125 shares; 2024Q1: 1,125 shares; 2024Q2: 1,125 shares; 2024Q3: 675 shares; 2024Q4: 675 shares; 2025Q1: 675 shares 675 $75.4K 0.04% 0 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 105 shares; 2024Q1: 105 shares; 2024Q2: 205 shares; 2024Q3: 205 shares; 2024Q4: 205 shares; 2025Q1: 205 shares 205 $75.1K 0.04% 0 Timeline KTF DWS MUN INCOME TR More: the full row for DWS MUN INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 8,000 shares; 2025Q1: 8,000 shares 8,000 $75K 0.04% 0 Timeline TBT PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,200 shares; 2024Q1: 2,200 shares; 2024Q2: 2,200 shares; 2024Q3: 2,200 shares; 2024Q4: 2,200 shares; 2025Q1: 2,200 shares 2,200 $74K 0.03% 0 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,130 shares; 2024Q1: 1,130 shares; 2024Q2: 1,130 shares; 2024Q3: 1,130 shares; 2024Q4: 930 shares; 2025Q1: 930 shares 930 $73.8K 0.03% 0 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 400 shares; 2024Q1: 400 shares; 2024Q2: 400 shares; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares 400 $73.4K 0.03% 0 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 605 shares; 2024Q1: 605 shares; 2024Q2: 605 shares; 2024Q3: 605 shares; 2024Q4: 810 shares; 2025Q1: 735 shares 735 $72K 0.03% -75 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 281 shares; 2024Q1: 281 shares; 2024Q2: 281 shares; 2024Q3: 251 shares; 2024Q4: 251 shares; 2025Q1: 251 shares 251 $71.6K 0.03% 0 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 450 shares; 2024Q1: 450 shares; 2024Q2: 450 shares; 2024Q3: 450 shares; 2024Q4: 450 shares; 2025Q1: 450 shares 450 $71.5K 0.03% 0 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 9,229 shares; 2024Q3: 7,855 shares; 2024Q4: 1,500 shares; 2025Q1: 1,300 shares 1,300 $70.7K 0.03% -200 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 170 shares; 2024Q1: 175 shares; 2024Q2: 175 shares; 2024Q3: 105 shares; 2024Q4: 105 shares; 2025Q1: 105 shares 105 $69.6K 0.03% 0 Timeline FLNG FLEX LNG LTD More: the full row for FLEX LNG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 19,377 shares; 2024Q1: 8,895 shares; 2024Q2: 9,395 shares; 2024Q3: 6,700 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares 3,000 $69K 0.03% 0 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,800 shares; 2024Q1: 1,600 shares; 2024Q2: 1,600 shares; 2024Q3: 1,600 shares; 2024Q4: 1,600 shares; 2025Q1: 500 shares 500 $68.9K 0.03% -1,100 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,000 shares; 2024Q1: 1,000 shares; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares 1,000 $68.1K 0.03% 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: restricted; 2023Q4: 77 shares; 2024Q1: 231 shares; 2024Q2: 361 shares; 2024Q3: 361 shares; 2024Q4: 361 shares; 2025Q1: 361 shares 361 $67.9K 0.03% 0 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 275 shares; 2024Q1: 275 shares; 2024Q2: 275 shares; 2024Q3: 275 shares; 2024Q4: 275 shares; 2025Q1: 275 shares 275 $65.5K 0.03% 0 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,882 shares; 2024Q1: 5,400 shares; 2024Q2: 4,100 shares; 2024Q3: 2,600 shares; 2024Q4: 2,600 shares; 2025Q1: 1,600 shares 1,600 $65.1K 0.03% -1,000 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: restricted; 2023Q4: 3,500 shares; 2024Q1: 3,500 shares; 2024Q2: 3,500 shares; 2024Q3: 3,500 shares; 2024Q4: 3,500 shares; 2025Q1: 3,500 shares 3,500 $65.1K 0.03% 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: restricted; 2023Q4: 516 shares; 2024Q1: 516 shares; 2024Q2: 516 shares; 2024Q3: 516 shares; 2024Q4: 516 shares; 2025Q1: 516 shares 516 $65K 0.03% 0 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 750 shares; 2024Q2: 750 shares; 2024Q3: 750 shares; 2024Q4: 750 shares; 2025Q1: 750 shares 750 $64.5K 0.03% 0 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,068 shares; 2024Q1: 1,068 shares; 2024Q2: 1,068 shares; 2024Q3: 1,068 shares; 2024Q4: 1,068 shares; 2025Q1: 1,068 shares 1,068 $64.3K 0.03% 0 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,700 shares; 2024Q1: 1,700 shares; 2024Q2: 1,700 shares; 2024Q3: 1,700 shares; 2024Q4: 1,700 shares; 2025Q1: 1,700 shares 1,700 $63.8K 0.03% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 130 shares; 2024Q1: 130 shares; 2024Q2: 130 shares; 2024Q3: 130 shares; 2024Q4: 130 shares; 2025Q1: 135 shares 135 $62.9K 0.03% +5 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 850 shares; 2024Q1: 850 shares; 2024Q2: 850 shares; 2024Q3: 850 shares; 2024Q4: 850 shares; 2025Q1: 850 shares 850 $62.4K 0.03% 0 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 550 shares; 2024Q1: 550 shares; 2024Q2: 550 shares; 2024Q3: 550 shares; 2024Q4: 550 shares; 2025Q1: 550 shares 550 $62.2K 0.03% 0 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 900 shares; 2024Q1: 875 shares; 2024Q2: 300 shares; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares 300 $61.9K 0.03% 0 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 250 shares; 2024Q1: 250 shares; 2024Q2: 250 shares; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 350 shares 350 $61.8K 0.03% +100 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,425 shares; 2024Q1: 650 shares; 2024Q2: 300 shares; 2024Q3: 1,500 shares; 2024Q4: 1,929 shares; 2025Q1: 1,129 shares 1,129 $61.3K 0.03% -800 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,200 shares; 2024Q1: 1,200 shares; 2024Q2: 1,200 shares; 2024Q3: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares 1,200 $61.3K 0.03% 0 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 501 shares; 2024Q1: 501 shares; 2024Q2: 501 shares; 2024Q3: 501 shares; 2024Q4: 501 shares; 2025Q1: 501 shares 501 $60.6K 0.03% 0 Timeline GRBK GREEN BRICK PARTNERS INC More: the full row for GREEN BRICK PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,400 shares; 2024Q1: 1,000 shares; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,025 shares 1,025 $59.8K 0.03% +25 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 530 shares; 2024Q1: 530 shares; 2024Q2: 530 shares; 2024Q3: 530 shares; 2024Q4: 530 shares; 2025Q1: 530 shares 530 $59.1K 0.03% 0 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 1,000 shares; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 3,000 shares 3,000 $58.8K 0.03% +2,000 Timeline MAT MATTEL INC More: the full row for MATTEL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 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 $58.3K 0.03% 0 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: 200 shares; 2024Q3: 200 shares; 2024Q4: 600 shares; 2025Q1: 715 shares 715 $58.2K 0.03% +115 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,317 shares; 2024Q1: 2,409 shares; 2024Q2: 2,503 shares; 2024Q3: 2,589 shares; 2024Q4: 2,550 shares; 2025Q1: 2,653 shares 2,653 $57.1K 0.03% +103 Timeline AI C3 AI INC More: the full row for C3 AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,968 shares; 2024Q1: 8,568 shares; 2024Q2: 7,568 shares; 2024Q3: 1,968 shares; 2024Q4: 1,968 shares; 2025Q1: 2,668 shares 2,668 $56.2K 0.03% +700 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 173 shares; 2024Q3: 325 shares; 2024Q4: 325 shares; 2025Q1: 325 shares 325 $56.1K 0.03% 0 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 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 $56.1K 0.03% 0 Timeline ENPH ENPHASE ENERGY INC More: the full row for ENPHASE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 150 shares; 2024Q1: 150 shares; 2024Q2: 950 shares; 2024Q3: 950 shares; 2024Q4: 900 shares; 2025Q1: 900 shares 900 $55.8K 0.03% 0 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,050 shares; 2024Q1: 3,050 shares; 2024Q2: 2,650 shares; 2024Q3: 1,350 shares; 2024Q4: 1,150 shares; 2025Q1: 1,150 shares 1,150 $55.8K 0.03% 0 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 792 shares; 2024Q1: 792 shares; 2024Q2: 792 shares; 2024Q3: 792 shares; 2024Q4: 792 shares; 2025Q1: 792 shares 792 $55.6K 0.03% 0 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,255 shares; 2024Q1: 1,115 shares; 2024Q2: 1,115 shares; 2024Q3: 1,115 shares; 2024Q4: 1,115 shares; 2025Q1: 1,115 shares 1,115 $55.4K 0.03% 0 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 500 shares; 2024Q1: 500 shares; 2024Q2: 500 shares; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares 500 $55.3K 0.03% 0 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 10,352 shares; 2024Q1: 10,352 shares; 2024Q2: 6,552 shares; 2024Q3: 6,552 shares; 2024Q4: 6,552 shares; 2025Q1: 6,552 shares 6,552 $53.3K 0.03% 0 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,300 shares 1,300 $52.2K 0.02% new Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,000 shares; 2024Q1: 1,000 shares; 2024Q2: 1,400 shares; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares 1,000 $51.9K 0.02% 0 Timeline UFPI UFP INDUSTRIES INC More: the full row for UFP INDUSTRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 480 shares; 2024Q1: 480 shares; 2024Q2: 480 shares; 2024Q3: 480 shares; 2024Q4: 480 shares; 2025Q1: 480 shares 480 $51.4K 0.02% 0 Timeline YYY AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,800 shares; 2024Q1: 6,800 shares; 2024Q2: 4,650 shares; 2024Q3: 4,950 shares; 2024Q4: 4,450 shares; 2025Q1: 4,450 shares 4,450 $50.8K 0.02% 0 Timeline KAI KADANT INC More: the full row for KADANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 150 shares 150 $50.5K 0.02% +50 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 600 shares; 2024Q1: 600 shares; 2024Q2: 600 shares; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares 600 $50.3K 0.02% 0 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,052 shares; 2024Q1: 1,202 shares; 2024Q2: 1,202 shares; 2024Q3: 1,202 shares; 2024Q4: 1,202 shares; 2025Q1: 1,202 shares 1,202 $49.7K 0.02% 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: restricted; 2023Q4: 326 shares; 2024Q1: 326 shares; 2024Q2: 326 shares; 2024Q3: 326 shares; 2024Q4: 326 shares; 2025Q1: 272 shares 272 $48.9K 0.02% -54 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 300 shares; 2024Q1: 1,100 shares; 2024Q2: 1,000 shares; 2024Q3: 900 shares; 2024Q4: 900 shares; 2025Q1: 650 shares 650 $48.5K 0.02% -250 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 300 shares; 2024Q1: 300 shares; 2024Q2: 300 shares; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares 300 $48.2K 0.02% 0 Timeline BUSE FIRST BUSEY CORP More: the full row for FIRST BUSEY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,215 shares; 2024Q1: 2,215 shares; 2024Q2: 2,215 shares; 2024Q3: 2,215 shares; 2024Q4: 2,215 shares; 2025Q1: 2,215 shares 2,215 $47.8K 0.02% 0 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,371 shares; 2024Q1: 1,371 shares; 2024Q2: 1,671 shares; 2024Q3: 1,671 shares; 2024Q4: 1,671 shares; 2025Q1: 1,153 shares 1,153 $47.4K 0.02% -518 Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,200 shares; 2024Q1: 1,200 shares; 2024Q2: 1,200 shares; 2024Q3: 1,600 shares; 2024Q4: 1,600 shares; 2025Q1: 1,600 shares 1,600 $47.3K 0.02% 0 Timeline MBC MASTERBRAND INC More: the full row for MASTERBRAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 500 shares; 2024Q2: 500 shares; 2024Q3: 9,000 shares; 2024Q4: 4,000 shares; 2025Q1: 3,600 shares 3,600 $47K 0.02% -400 Timeline IGHG PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,134 shares; 2024Q1: 1,134 shares; 2024Q2: 1,134 shares; 2024Q3: 1,134 shares; 2024Q4: not reported; 2025Q1: 608 shares 608 $46.7K 0.02% new Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,931 shares; 2024Q1: 1,931 shares; 2024Q2: 1,931 shares; 2024Q3: 1,931 shares; 2024Q4: 1,931 shares; 2025Q1: 1,839 shares 1,839 $46.7K 0.02% -92 Timeline VC VISTEON CORP More: the full row for VISTEON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 600 shares; 2024Q1: 600 shares; 2024Q2: 600 shares; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares 600 $46.6K 0.02% 0 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: restricted; 2023Q4: 690 shares; 2024Q1: 690 shares; 2024Q2: 190 shares; 2024Q3: 190 shares; 2024Q4: 190 shares; 2025Q1: 190 shares 190 $46.5K 0.02% 0 Timeline DOCS DOXIMITY INC More: the full row for DOXIMITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 800 shares; 2025Q1: 800 shares 800 $46.4K 0.02% 0 Timeline VNQI VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 19 shares; 2024Q1: 19 shares; 2024Q2: 19 shares; 2024Q3: 19 shares; 2024Q4: 1,147 shares; 2025Q1: 1,146 shares 1,146 $46.4K 0.02% -1 Timeline ISD PGIM HIGH YIELD BOND FUND IN More: the full row for PGIM HIGH YIELD BOND FUND IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,250 shares; 2024Q1: 3,250 shares; 2024Q2: 3,250 shares; 2024Q3: 3,250 shares; 2024Q4: 3,250 shares; 2025Q1: 3,250 shares 3,250 $46.3K 0.02% 0 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 150 shares; 2024Q2: 1,350 shares; 2024Q3: 1,500 shares; 2024Q4: 1,950 shares; 2025Q1: 640 shares 640 $46.2K 0.02% -1,310 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 335 shares; 2024Q1: 335 shares; 2024Q2: 335 shares; 2024Q3: 335 shares; 2024Q4: 335 shares; 2025Q1: 335 shares 335 $45.8K 0.02% 0 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 686 shares; 2024Q1: 687 shares; 2024Q2: 688 shares; 2024Q3: 688 shares; 2024Q4: 688 shares; 2025Q1: 688 shares 688 $44.9K 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: restricted; 2023Q4: 447 shares; 2024Q1: 447 shares; 2024Q2: 447 shares; 2024Q3: 447 shares; 2024Q4: 447 shares; 2025Q1: 447 shares 447 $44.7K 0.02% 0 Timeline CAMT CAMTEK LTD More: the full row for CAMTEK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,725 shares; 2024Q1: 1,725 shares; 2024Q2: 1,725 shares; 2024Q3: 1,500 shares; 2024Q4: 2,150 shares; 2025Q1: 750 shares 750 $44K 0.02% -1,400 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 281 shares; 2024Q1: 281 shares; 2024Q2: 481 shares; 2024Q3: 481 shares; 2024Q4: 556 shares; 2025Q1: 481 shares 481 $43.8K 0.02% -75 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,000 shares; 2024Q1: 1,000 shares; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares 1,000 $43.6K 0.02% 0 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 500 shares; 2024Q1: 500 shares; 2024Q2: 500 shares; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares 500 $43K 0.02% 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: restricted; 2023Q4: 196 shares; 2024Q1: 196 shares; 2024Q2: 196 shares; 2024Q3: 196 shares; 2024Q4: 196 shares; 2025Q1: 196 shares 196 $42.9K 0.02% 0 Timeline ASB ASSOCIATED BANC-CORP More: the full row for ASSOCIATED BANC-CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,882 shares; 2024Q1: 1,882 shares; 2024Q2: 1,882 shares; 2024Q3: 1,882 shares; 2024Q4: 1,882 shares; 2025Q1: 1,882 shares 1,882 $42.4K 0.02% 0 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 522 shares; 2024Q1: 522 shares; 2024Q2: 522 shares; 2024Q3: 522 shares; 2024Q4: 522 shares; 2025Q1: 522 shares 522 $42.1K 0.02% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 207 shares; 2024Q1: 207 shares; 2024Q2: 207 shares; 2024Q3: 207 shares; 2024Q4: 207 shares; 2025Q1: 207 shares 207 $41.7K 0.02% 0 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 400 shares; 2025Q1: 525 shares 525 $40.7K 0.02% +125 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 400 shares; 2024Q1: 400 shares; 2024Q2: 400 shares; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares 400 $40.4K 0.02% 0 Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 480 shares; 2024Q1: 500 shares; 2024Q2: 1,000 shares; 2024Q3: 400 shares; 2024Q4: 300 shares; 2025Q1: 500 shares 500 $40.1K 0.02% +200 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: restricted; 2023Q4: 56 shares; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 335 shares 335 $40K 0.02% +235 Timeline SQM SOCIEDAD QUIMICA Y MINERA DE More: the full row for SOCIEDAD QUIMICA Y MINERA DE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,200 shares; 2024Q1: 1,000 shares; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares 1,000 $39.7K 0.02% 0 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 678 shares; 2024Q1: 678 shares; 2024Q2: 678 shares; 2024Q3: 529 shares; 2024Q4: 529 shares; 2025Q1: 529 shares 529 $39.5K 0.02% 0 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 300 shares; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares 500 $39.4K 0.02% 0 Timeline TCBK TRICO BANCSHARES More: the full row for TRICO BANCSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 941 shares; 2024Q1: 949 shares; 2024Q2: 958 shares; 2024Q3: 965 shares; 2024Q4: 972 shares; 2025Q1: 980 shares 980 $39.2K 0.02% +8 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 555 shares; 2024Q1: 545 shares; 2024Q2: 345 shares; 2024Q3: 295 shares; 2024Q4: 295 shares; 2025Q1: 295 shares 295 $39K 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: restricted; 2023Q4: 285 shares; 2024Q1: 287 shares; 2024Q2: 287 shares; 2024Q3: 290 shares; 2024Q4: 876 shares; 2025Q1: 1,381 shares 1,381 $38.6K 0.02% +505 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: 200 shares; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares 200 $38K 0.02% 0 Timeline TZA DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 2,400 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,200 shares 2,200 $37.5K 0.02% new Timeline KOMP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,796 shares; 2024Q1: 2,796 shares; 2024Q2: 2,296 shares; 2024Q3: 2,296 shares; 2024Q4: 796 shares; 2025Q1: 796 shares 796 $37K 0.02% 0 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 600 shares; 2024Q1: 600 shares; 2024Q2: 600 shares; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares 500 $36.6K 0.02% 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: restricted; 2023Q4: 670 shares; 2024Q1: 820 shares; 2024Q2: 820 shares; 2024Q3: 820 shares; 2024Q4: 820 shares; 2025Q1: 820 shares 820 $36.3K 0.02% 0 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 25 shares; 2024Q1: 25 shares; 2024Q2: 25 shares; 2024Q3: 25 shares; 2024Q4: 25 shares; 2025Q1: 200 shares 200 $36.3K 0.02% +175 Timeline MPT MEDICAL PROPERTIES TRUST INC More: the full row for MEDICAL PROPERTIES TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,000 shares; 2024Q1: 6,000 shares; 2024Q2: 6,000 shares; 2024Q3: 6,000 shares; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares 6,000 $36.2K 0.02% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 300 shares; 2024Q2: 300 shares; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares 300 $36.1K 0.02% 0 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,680 shares; 2025Q1: 680 shares 680 $35.6K 0.02% -1,000 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 97 shares; 2024Q1: 147 shares; 2024Q2: 139 shares; 2024Q3: 139 shares; 2024Q4: 139 shares; 2025Q1: 139 shares 139 $34.4K 0.02% 0 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,306 shares; 2024Q1: 1,306 shares; 2024Q2: 1,306 shares; 2024Q3: 1,306 shares; 2024Q4: 1,306 shares; 2025Q1: 1,306 shares 1,306 $33.7K 0.02% 0 Timeline S SENTINELONE INC More: the full row for SENTINELONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 10 shares; 2024Q1: 5,610 shares; 2024Q2: 1,610 shares; 2024Q3: 1,710 shares; 2024Q4: 1,810 shares; 2025Q1: 1,810 shares 1,810 $32.9K 0.02% 0 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 910 shares; 2024Q1: 911 shares; 2024Q2: 912 shares; 2024Q3: 212 shares; 2024Q4: 212 shares; 2025Q1: 212 shares 212 $32.5K 0.02% 0 Timeline TEI TEMPLETON EMERGING MKTS INCO More: the full row for TEMPLETON EMERGING MKTS INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,500 shares; 2024Q4: 5,500 shares; 2025Q1: 6,000 shares 6,000 $32.3K 0.02% +500 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 750 shares; 2024Q1: 950 shares; 2024Q2: 950 shares; 2024Q3: 950 shares; 2024Q4: 950 shares; 2025Q1: 950 shares 950 $31.9K 0.02% 0 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 65 shares; 2024Q1: 65 shares; 2024Q2: 65 shares; 2024Q3: 65 shares; 2024Q4: 65 shares; 2025Q1: 234 shares 234 $31.6K 0.01% +169 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 250 shares 250 $31.1K 0.01% new Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,168 shares; 2024Q1: 1,168 shares; 2024Q2: 1,168 shares; 2024Q3: 518 shares; 2024Q4: 518 shares; 2025Q1: 518 shares 518 $31K 0.01% 0 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 500 shares; 2024Q1: 500 shares; 2024Q2: 500 shares; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares 500 $30.9K 0.01% 0 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 150 shares 150 $30.8K 0.01% new Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 500 shares; 2024Q2: 500 shares; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares 500 $30.8K 0.01% 0 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 115 shares; 2024Q1: 115 shares; 2024Q2: 115 shares; 2024Q3: 115 shares; 2024Q4: 115 shares; 2025Q1: 115 shares 115 $30.1K 0.01% 0 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 265 shares; 2024Q1: 265 shares; 2024Q2: 265 shares; 2024Q3: 265 shares; 2024Q4: 265 shares; 2025Q1: 265 shares 265 $29.9K 0.01% 0 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 212 shares; 2024Q1: 212 shares; 2024Q2: 212 shares; 2024Q3: 512 shares; 2024Q4: 512 shares; 2025Q1: 512 shares 512 $29K 0.01% 0 Timeline FCPT FOUR CORNERS PPTY TR INC More: the full row for FOUR CORNERS PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,001 shares; 2024Q1: 1,001 shares; 2024Q2: 1,001 shares; 2024Q3: 1,001 shares; 2024Q4: 1,001 shares; 2025Q1: 1,001 shares 1,001 $28.7K 0.01% 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: restricted; 2023Q4: 40 shares; 2024Q1: 40 shares; 2024Q2: 40 shares; 2024Q3: 190 shares; 2024Q4: 190 shares; 2025Q1: 190 shares 190 $28.7K 0.01% 0 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 622 shares; 2024Q1: 622 shares; 2024Q2: 622 shares; 2024Q3: 622 shares; 2024Q4: 622 shares; 2025Q1: 622 shares 622 $28.7K 0.01% 0 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 500 shares; 2024Q1: 500 shares; 2024Q2: 1,000 shares; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares 500 $28.3K 0.01% 0 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 275 shares; 2024Q2: 275 shares; 2024Q3: 275 shares; 2024Q4: 150 shares; 2025Q1: 75 shares 75 $27.7K 0.01% -75 Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 400 shares; 2024Q1: 400 shares; 2024Q2: 400 shares; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares 400 $27.4K 0.01% 0 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 560 shares; 2024Q1: 560 shares; 2024Q2: 560 shares; 2024Q3: 560 shares; 2024Q4: 560 shares; 2025Q1: 560 shares 560 $27.3K 0.01% 0 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 380 shares; 2024Q1: 380 shares; 2024Q2: 380 shares; 2024Q3: 380 shares; 2024Q4: 380 shares; 2025Q1: 380 shares 380 $27.1K 0.01% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 44 shares; 2024Q1: 44 shares; 2024Q2: 44 shares; 2024Q3: 44 shares; 2024Q4: 44 shares; 2025Q1: 44 shares 44 $27K 0.01% 0 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: restricted; 2023Q4: 450 shares; 2024Q1: 450 shares; 2024Q2: 450 shares; 2024Q3: 450 shares; 2024Q4: 450 shares; 2025Q1: 450 shares 450 $26.5K 0.01% 0 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 54 shares; 2024Q3: 54 shares; 2024Q4: 54 shares; 2025Q1: 54 shares 54 $26.3K 0.01% 0 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 200 shares; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares 200 $26.1K 0.01% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 100 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 300 shares 300 $26.1K 0.01% +100 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 286 shares; 2024Q1: 288 shares; 2024Q2: 289 shares; 2024Q3: 290 shares; 2024Q4: 290 shares; 2025Q1: 262 shares 262 $25.9K 0.01% -28 Timeline HPI HANCOCK JOHN PFD INCOME FD More: the full row for HANCOCK JOHN PFD INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,700 shares; 2024Q1: 1,700 shares; 2024Q2: 1,560 shares; 2024Q3: 1,560 shares; 2024Q4: 1,560 shares; 2025Q1: 1,560 shares 1,560 $25.9K 0.01% 0 Timeline ABR ARBOR REALTY TRUST INC More: the full row for ARBOR REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 32,600 shares; 2024Q1: 31,600 shares; 2024Q2: 25,600 shares; 2024Q3: 2,200 shares; 2024Q4: 2,200 shares; 2025Q1: 2,200 shares 2,200 $25.9K 0.01% 0 Timeline VICR VICOR CORP More: the full row for VICOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 550 shares 550 $25.7K 0.01% new Timeline MGY MAGNOLIA OIL & GAS CORP More: the full row for MAGNOLIA OIL & GAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,000 shares; 2024Q1: 1,000 shares; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares 1,000 $25.3K 0.01% 0 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: restricted; 2023Q4: 600 shares; 2024Q1: 600 shares; 2024Q2: 600 shares; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares 200 $25K 0.01% 0 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 50 shares; 2024Q1: 50 shares; 2024Q2: 50 shares; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares 50 $24.8K 0.01% 0 Timeline TRMD TORM PLC More: the full row for TORM PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 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 $24.7K 0.01% 0 Timeline NFRA FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 425 shares; 2024Q1: 425 shares; 2024Q2: 425 shares; 2024Q3: 425 shares; 2024Q4: 425 shares; 2025Q1: 425 shares 425 $24.5K 0.01% 0 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares 100 $24.4K 0.01% 0 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 700 shares; 2024Q1: 700 shares; 2024Q2: 700 shares; 2024Q3: 700 shares; 2024Q4: 700 shares; 2025Q1: 300 shares 300 $24.3K 0.01% -400 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,300 shares; 2024Q1: 3,500 shares; 2024Q2: 3,500 shares; 2024Q3: 1,600 shares; 2024Q4: 1,600 shares; 2025Q1: 1,600 shares 1,600 $24.3K 0.01% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 200 shares; 2024Q2: 200 shares; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 216 shares 216 $24.1K 0.01% +16 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 140 shares 140 $23.8K 0.01% +40 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 500 shares; 2024Q2: 500 shares; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares 500 $23.5K 0.01% 0 Timeline UPST UPSTART HLDGS INC More: the full row for UPSTART HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 560 shares; 2024Q1: 310 shares; 2024Q2: 310 shares; 2024Q3: 310 shares; 2024Q4: 210 shares; 2025Q1: 510 shares 510 $23.5K 0.01% +300 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 250 shares; 2024Q1: 250 shares; 2024Q2: 250 shares; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares 250 $23.4K 0.01% 0 Timeline GSBD GOLDMAN SACHS BDC INC More: the full row for GOLDMAN SACHS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,847 shares; 2024Q1: 3,997 shares; 2024Q2: 3,150 shares; 2024Q3: 2,150 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares 2,000 $23.3K 0.01% 0 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 46 shares; 2024Q3: 46 shares; 2024Q4: 46 shares; 2025Q1: 46 shares 46 $22.3K 0.01% 0 Timeline WALGREENS BOOTS ALLIANCE INC WALGREENS BOOTS ALLIANCE INC More: the full row for WALGREENS BOOTS ALLIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,293 shares; 2024Q1: 2,193 shares; 2024Q2: 1,993 shares; 2024Q3: 1,993 shares; 2024Q4: 1,993 shares; 2025Q1: 1,993 shares 1,993 $22.3K 0.01% 0 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: restricted; 2023Q4: 17 shares; 2024Q1: 17 shares; 2024Q2: 58 shares; 2024Q3: 41 shares; 2024Q4: 41 shares; 2025Q1: 43 shares 43 $22K 0.01% +2 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 218 shares; 2024Q1: 219 shares; 2024Q2: 219 shares; 2024Q3: 219 shares; 2024Q4: 876 shares; 2025Q1: 877 shares 877 $22K 0.01% +1 Timeline HQH ABRDN HEALTHCARE INVESTORS More: the full row for ABRDN HEALTHCARE INVESTORS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 350 shares; 2024Q1: 350 shares; 2024Q2: 1,350 shares; 2024Q3: 1,350 shares; 2024Q4: 1,350 shares; 2025Q1: 1,350 shares 1,350 $21.9K 0.01% 0 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 125 shares 125 $21.5K 0.01% new Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 630 shares; 2024Q1: 6,746 shares; 2024Q2: 5,398 shares; 2024Q3: 5,061 shares; 2024Q4: 1,691 shares; 2025Q1: 1,061 shares 1,061 $21.5K 0.01% -630 Timeline CLDT CHATHAM LODGING TR More: the full row for CHATHAM LODGING TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 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 $21.4K 0.01% 0 Timeline SDIV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,000 shares; 2024Q1: 1,000 shares; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares 1,000 $21K 0.01% 0 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,280 shares; 2024Q1: 3,280 shares; 2024Q2: 3,280 shares; 2024Q3: 3,280 shares; 2024Q4: 1,980 shares; 2025Q1: 400 shares 400 $20.9K 0.01% -1,580 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 400 shares; 2024Q1: 400 shares; 2024Q2: 400 shares; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares 400 $20.8K 0.01% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 426 shares; 2024Q1: 346 shares; 2024Q2: 346 shares; 2024Q3: 146 shares; 2024Q4: 146 shares; 2025Q1: 146 shares 146 $20.8K 0.01% 0 Timeline THQ ABRDN HEALTHCARE OPPORTUNITI More: the full row for ABRDN HEALTHCARE OPPORTUNITI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares 1,000 $20.6K 0.01% 0 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 600 shares; 2024Q1: 600 shares; 2024Q2: 600 shares; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares 600 $20.5K 0.01% 0 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 125 shares; 2024Q1: 125 shares; 2024Q2: 125 shares; 2024Q3: 125 shares; 2024Q4: 125 shares; 2025Q1: 125 shares 125 $20.4K 0.01% 0 Timeline CRK COMSTOCK RES INC More: the full row for COMSTOCK RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,000 shares; 2024Q1: 1,000 shares; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares 1,000 $20.3K 0.01% 0 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 320 shares; 2024Q1: 320 shares; 2024Q2: 320 shares; 2024Q3: 220 shares; 2024Q4: 220 shares; 2025Q1: 220 shares 220 $20.2K 0.01% 0 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 959 shares; 2024Q1: 698 shares; 2024Q2: 698 shares; 2024Q3: 698 shares; 2024Q4: 698 shares; 2025Q1: 698 shares 698 $20K 0.01% 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: restricted; 2023Q4: 430 shares; 2024Q1: 30 shares; 2024Q2: 30 shares; 2024Q3: 30 shares; 2024Q4: 95 shares; 2025Q1: 79 shares 79 $19.9K 0.01% -16 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 295 shares; 2024Q1: 295 shares; 2024Q2: 220 shares; 2024Q3: 220 shares; 2024Q4: 220 shares; 2025Q1: 220 shares 220 $19.9K 0.01% 0 Timeline BARRICK GOLD CORP BARRICK GOLD CORP More: the full row for BARRICK GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,000 shares; 2024Q1: 1,000 shares; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares 1,000 $19.4K 0.01% 0 PGF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,190 shares; 2024Q1: 7,190 shares; 2024Q2: 5,700 shares; 2024Q3: 5,700 shares; 2024Q4: 5,700 shares; 2025Q1: 1,350 shares 1,350 $19.3K 0.01% -4,350 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 265 shares; 2024Q1: 268 shares; 2024Q2: 271 shares; 2024Q3: 271 shares; 2024Q4: 271 shares; 2025Q1: 271 shares 271 $18.6K 0.01% 0 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,678 shares; 2024Q1: 2,078 shares; 2024Q2: 2,078 shares; 2024Q3: 929 shares; 2024Q4: 929 shares; 2025Q1: 529 shares 529 $18.5K 0.01% -400 Timeline COWS AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 650 shares; 2024Q3: 650 shares; 2024Q4: 650 shares; 2025Q1: 650 shares 650 $18.3K 0.01% 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: restricted; 2023Q4: 180 shares; 2024Q1: 180 shares; 2024Q2: 180 shares; 2024Q3: 245 shares; 2024Q4: 245 shares; 2025Q1: 245 shares 245 $17.9K 0.01% 0 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 301 shares; 2024Q1: 301 shares; 2024Q2: 301 shares; 2024Q3: 301 shares; 2024Q4: 301 shares; 2025Q1: 301 shares 301 $17.7K 0.01% 0 Timeline DIN DINE BRANDS GLOBAL INC More: the full row for DINE BRANDS GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 750 shares; 2024Q1: 750 shares; 2024Q2: 750 shares; 2024Q3: 750 shares; 2024Q4: 750 shares; 2025Q1: 750 shares 750 $17.5K 0.01% 0 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 575 shares; 2024Q1: 75 shares; 2024Q2: 75 shares; 2024Q3: 75 shares; 2024Q4: 75 shares; 2025Q1: 75 shares 75 $17.4K 0.01% 0 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 845 shares; 2024Q1: 1,005 shares; 2024Q2: 1,005 shares; 2024Q3: 445 shares; 2024Q4: 445 shares; 2025Q1: 445 shares 445 $17.2K 0.01% 0 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,000 shares 1,000 $17.2K 0.01% new Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 46 shares; 2024Q4: 46 shares; 2025Q1: 46 shares 46 $17.1K 0.01% 0 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 427 shares; 2024Q3: 427 shares; 2024Q4: 427 shares; 2025Q1: 427 shares 427 $17K 0.01% 0 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,106 shares 2,106 $16.8K 0.01% new Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 290 shares; 2024Q1: 290 shares; 2024Q2: 290 shares; 2024Q3: 290 shares; 2024Q4: 290 shares; 2025Q1: 290 shares 290 $16.5K 0.01% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 105 shares; 2024Q1: 105 shares; 2024Q2: 105 shares; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares 50 $16.4K 0.01% 0 Timeline OUSA ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 303 shares; 2024Q1: 303 shares; 2024Q2: 303 shares; 2024Q3: 303 shares; 2024Q4: 303 shares; 2025Q1: 303 shares 303 $16.1K 0.01% 0 Timeline EASTERLY GOVERNMENT PROPERT… EASTERLY GOVERNMENT PROPERTIES More: the full row for EASTERLY GOVERNMENT PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,471 shares; 2024Q1: 1,487 shares; 2024Q2: 1,502 shares; 2024Q3: 1,502 shares; 2024Q4: 1,502 shares; 2025Q1: 1,502 shares 1,502 $15.9K 0.01% 0 DPG DUFF & PHELPS UTLITY AND INF More: the full row for DUFF & PHELPS UTLITY AND INF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,300 shares; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares 1,300 $15.9K 0.01% 0 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 253 shares 253 $15.9K 0.01% new Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,175 shares; 2024Q1: 2,025 shares; 2024Q2: 650 shares; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 200 shares 200 $15.6K 0.01% -200 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 250 shares; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares 250 $15.5K 0.01% 0 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,200 shares; 2024Q1: 2,200 shares; 2024Q2: 2,200 shares; 2024Q3: 2,200 shares; 2024Q4: 2,200 shares; 2025Q1: 2,200 shares 2,200 $15.5K 0.01% 0 Timeline EBND SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 579 shares; 2024Q1: 541 shares; 2024Q2: 609 shares; 2024Q3: 669 shares; 2024Q4: 727 shares; 2025Q1: 765 shares 765 $15.3K 0.01% +38 Timeline ESEA EUROSEAS LTD More: the full row for EUROSEAS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 500 shares; 2024Q2: 500 shares; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares 500 $15.3K 0.01% 0 Timeline EMQQ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 400 shares; 2024Q1: 400 shares; 2024Q2: 400 shares; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares 400 $15.3K 0.01% 0 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 700 shares; 2024Q1: 700 shares; 2024Q2: 700 shares; 2024Q3: 700 shares; 2024Q4: 700 shares; 2025Q1: 700 shares 700 $15.2K 0.01% 0 Timeline THO THOR INDS INC More: the full row for THOR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: 200 shares; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares 200 $15.2K 0.01% 0 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 330 shares; 2024Q1: 330 shares; 2024Q2: 330 shares; 2024Q3: 330 shares; 2024Q4: 330 shares; 2025Q1: 330 shares 330 $14.9K 0.01% 0 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 450 shares; 2024Q1: 450 shares; 2024Q2: 450 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18 shares 18 $14.9K 0.01% new Timeline GRRR GORILLA TECHNOLOGY GROUP INC More: the full row for GORILLA TECHNOLOGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 500 shares 500 $14.8K 0.01% new Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: 200 shares; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 217 shares 217 $14.7K 0.01% +17 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 600 shares; 2024Q1: 700 shares; 2024Q2: 700 shares; 2024Q3: 200 shares; 2024Q4: 100 shares; 2025Q1: 100 shares 100 $14.7K 0.01% 0 Timeline XBFZX BLACKROCK CA MUNI INC TR More: the full row for BLACKROCK CA MUNI INC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,300 shares; 2024Q1: 1,300 shares; 2024Q2: 1,300 shares; 2024Q3: 1,300 shares; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares 1,300 $14.3K 0.01% 0 Timeline EMF TEMPLETON EMERGING MKTS FD More: the full row for TEMPLETON EMERGING MKTS FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,876 shares; 2024Q1: 1,876 shares; 2024Q2: 1,876 shares; 2024Q3: 1,100 shares; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares 1,100 $14.1K 0.01% 0 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 273 shares; 2024Q1: 273 shares; 2024Q2: 223 shares; 2024Q3: 208 shares; 2024Q4: 208 shares; 2025Q1: 208 shares 208 $13.6K 0.01% 0 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10 shares 10 $13.5K 0.01% new Timeline NMM NAVIOS MARITIME PARTNERS LP More: the full row for NAVIOS MARITIME PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 343 shares; 2024Q1: 343 shares; 2024Q2: 343 shares; 2024Q3: 343 shares; 2024Q4: 343 shares; 2025Q1: 343 shares 343 $13.5K 0.01% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 213 shares; 2024Q1: 213 shares; 2024Q2: 213 shares; 2024Q3: 213 shares; 2024Q4: 213 shares; 2025Q1: 213 shares 213 $13.4K 0.01% 0 Timeline TYA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares 1,000 $13.2K 0.01% 0 Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares 100 $13.2K 0.01% 0 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 50 shares; 2024Q1: 50 shares; 2024Q2: 50 shares; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares 50 $13.2K 0.01% 0 Timeline NNDM NANO DIMENSION LTD More: the full row for NANO DIMENSION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,000 shares; 2024Q1: 8,000 shares; 2024Q2: 8,000 shares; 2024Q3: 8,000 shares; 2024Q4: 8,000 shares; 2025Q1: 8,000 shares 8,000 $12.7K 0.01% 0 Timeline SPH SUBURBAN PROPANE PARTNERS L More: the full row for SUBURBAN PROPANE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 604 shares; 2024Q1: 604 shares; 2024Q2: 604 shares; 2024Q3: 604 shares; 2024Q4: 604 shares; 2025Q1: 604 shares 604 $12.7K 0.01% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 168 shares; 2024Q1: 168 shares; 2024Q2: 168 shares; 2024Q3: 168 shares; 2024Q4: 168 shares; 2025Q1: 168 shares 168 $12.6K 0.01% 0 Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,000 shares; 2024Q1: 1,000 shares; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares 1,000 $12.6K 0.01% 0 Timeline BCC BOISE CASCADE CO DEL More: the full row for BOISE CASCADE CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 125 shares; 2024Q1: 125 shares; 2024Q2: 125 shares; 2024Q3: 125 shares; 2024Q4: 125 shares; 2025Q1: 125 shares 125 $12.3K 0.01% 0 Timeline RFI COHEN & STEERS TOTAL RETURN More: the full row for COHEN & STEERS TOTAL RETURN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,000 shares; 2024Q1: 1,000 shares; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares 1,000 $12.1K 0.01% 0 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 75 shares; 2024Q1: 75 shares; 2024Q2: 75 shares; 2024Q3: 75 shares; 2024Q4: 75 shares; 2025Q1: 75 shares 75 $12K 0.01% 0 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 150 shares; 2024Q1: 150 shares; 2024Q2: 150 shares; 2024Q3: 75 shares; 2024Q4: 75 shares; 2025Q1: 75 shares 75 $12K 0.01% 0 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 300 shares; 2025Q1: 1,500 shares 1,500 $11.9K 0.01% +1,200 Timeline WEN WENDYS CO More: the full row for WENDYS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 800 shares; 2024Q1: 800 shares; 2024Q2: 800 shares; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares 800 $11.7K 0.01% 0 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 417 shares; 2024Q1: 417 shares; 2024Q2: 417 shares; 2024Q3: 417 shares; 2024Q4: 417 shares; 2025Q1: 417 shares 417 $11.6K 0.01% 0 Timeline ADC AGREE RLTY CORP More: the full row for AGREE RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 150 shares; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares 150 $11.6K 0.01% 0 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,000 shares; 2024Q1: 3,000 shares; 2024Q2: 3,000 shares; 2024Q3: 2,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares 1,000 $11.4K 0.01% 0 Timeline