AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 86,140 shares 86,140 $17.7M 7.68% -605 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; 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; 2025Q2: 23,003 shares 23,003 $14.2M 6.17% -159 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 86,830 shares 86,830 $13.7M 5.96% -1,730 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 16,428 shares 16,428 $8.17M 3.55% -184 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; 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; 2025Q2: 9,770 shares 9,770 $6.48M 2.81% +217 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; 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; 2025Q2: 5,828 shares 5,828 $5.77M 2.51% -5 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; 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; 2025Q2: 6,557 shares 6,557 $4.84M 2.1% +16 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 23,373 shares 23,373 $4.15M 1.8% +100 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; 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; 2025Q2: 18,651 shares 18,651 $4.09M 1.78% +100 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; 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; 2025Q2: 75,223 shares 75,223 $3.86M 1.68% 0 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 13,743 shares 13,743 $3.79M 1.65% -44 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; 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; 2025Q2: 12,239 shares 12,239 $3.55M 1.54% +10 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; 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; 2025Q2: 10,616 shares 10,616 $3.24M 1.41% -227 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 14,566 shares 14,566 $3.18M 1.38% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 4,765 shares 4,765 $2.68M 1.16% -24 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 27,246 shares 27,246 $2.66M 1.16% -225 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 13,277 shares 13,277 $2.46M 1.07% -292 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; 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; 2025Q2: 7,258 shares 7,258 $2.26M 0.98% -24 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; 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; 2025Q2: 137,603 shares 137,603 $2.11M 0.92% 0 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; 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; 2025Q2: 4,155 shares 4,155 $2.02M 0.88% +200 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 8,668 shares 8,668 $1.87M 0.81% +23 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 12,731 shares 12,731 $1.86M 0.81% -215 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; 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; 2025Q2: 25,821 shares 25,821 $1.79M 0.78% 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; 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; 2025Q2: 2,510 shares 2,510 $1.78M 0.77% -50 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,187 shares; 2024Q3: 1,187 shares; 2024Q4: 1,347 shares; 2025Q1: 3,174 shares; 2025Q2: 3,227 shares 3,227 $1.71M 0.74% +53 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; 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; 2025Q2: 2,988 shares 2,988 $1.6M 0.7% +25 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 24,750 shares 24,750 $1.58M 0.69% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 14,120 shares 14,120 $1.57M 0.68% -50 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 4,031 shares 4,031 $1.56M 0.68% -80 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 9,041 shares 9,041 $1.44M 0.63% -200 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 8,055 shares 8,055 $1.42M 0.62% -210 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; 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; 2025Q2: 3,017 shares 3,017 $1.4M 0.61% -50 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 15,600 shares 15,600 $1.38M 0.6% -545 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; 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; 2025Q2: 15,538 shares 15,538 $1.34M 0.58% +211 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; 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; 2025Q2: 3,536 shares 3,536 $1.34M 0.58% +100 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; 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; 2025Q2: 141,610 shares 141,610 $1.27M 0.55% 0 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 3,561 shares 3,561 $1.26M 0.55% -53 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; 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; 2025Q2: 281,692 shares 281,692 $1.24M 0.54% +8,749 Timeline NVMI NOVA LTD More: the full row for NOVA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 4,300 shares 4,300 $1.18M 0.51% -600 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; 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; 2025Q2: 11,634 shares 11,634 $1.17M 0.51% -100 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 856 shares; 2024Q1: 781 shares; 2024Q2: 781 shares; 2024Q3: 781 shares; 2024Q4: 786 shares; 2025Q1: 926 shares; 2025Q2: 876 shares 876 $1.17M 0.51% -50 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; 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; 2025Q2: 5,949 shares 5,949 $1.09M 0.47% -55 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; 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; 2025Q2: 34,846 shares 34,846 $1.08M 0.47% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 2,766 shares 2,766 $1.07M 0.46% -75 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 2,091 shares 2,091 $1.06M 0.46% -43 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; 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; 2025Q2: 5,749 shares 5,749 $1.04M 0.45% -340 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 1,400 shares 1,400 $1.03M 0.45% 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; 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; 2025Q2: 3,473 shares 3,473 $1.01M 0.44% -212 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; 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; 2025Q2: 2,930 shares 2,930 $1.01M 0.44% 0 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; 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; 2025Q2: 13,810 shares 13,810 $994K 0.43% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 7,848 shares 7,848 $973K 0.42% -600 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; 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; 2025Q2: 3,850 shares 3,850 $952K 0.41% 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; 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; 2025Q2: 7,330 shares 7,330 $945K 0.41% 0 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 9,280 shares; 2025Q1: 9,250 shares; 2025Q2: 9,700 shares 9,700 $944K 0.41% +450 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 10,025 shares 10,025 $922K 0.4% +347 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; 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; 2025Q2: 3,957 shares 3,957 $910K 0.4% -120 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; 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; 2025Q2: 8,414 shares 8,414 $907K 0.39% -375 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; 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; 2025Q2: 35,700 shares 35,700 $905K 0.39% -200 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 3,070 shares 3,070 $889K 0.39% 0 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 15,475 shares 15,475 $882K 0.38% +1,208 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; 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; 2025Q2: 5,870 shares 5,870 $833K 0.36% 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; 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; 2025Q2: 1,489 shares 1,489 $821K 0.36% +7 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; 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; 2025Q2: 3,430 shares 3,430 $813K 0.35% 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; 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; 2025Q2: 4,640 shares 4,640 $800K 0.35% +25 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; 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; 2025Q2: 3,950 shares 3,950 $780K 0.34% 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; 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; 2025Q2: 6,468 shares 6,468 $763K 0.33% 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; 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; 2025Q2: 26,019 shares 26,019 $753K 0.33% -157 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; 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; 2025Q2: 5,055 shares 5,055 $749K 0.33% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 15,846 shares 15,846 $734K 0.32% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 8,090 shares 8,090 $723K 0.31% 0 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; 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; 2025Q2: 3,646 shares 3,646 $667K 0.29% -150 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; 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; 2025Q2: 2,869 shares 2,869 $650K 0.28% +313 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; 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; 2025Q2: 4,052 shares 4,052 $646K 0.28% -110 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; 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; 2025Q2: 12,754 shares 12,754 $631K 0.27% +44 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,350 shares; 2024Q3: 2,350 shares; 2024Q4: 2,350 shares; 2025Q1: 2,350 shares; 2025Q2: 2,350 shares 2,350 $617K 0.27% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 3,007 shares 3,007 $605K 0.26% 0 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 2,018 shares 2,018 $595K 0.26% 0 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 6,934 shares 6,934 $575K 0.25% +1,455 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; 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; 2025Q2: 1,559 shares 1,559 $572K 0.25% -11 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 3,992 shares 3,992 $572K 0.25% -260 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; 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; 2025Q2: 12,040 shares 12,040 $570K 0.25% +6 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 7,940 shares 7,940 $564K 0.24% -100 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 3,673 shares 3,673 $561K 0.24% -100 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 4,780 shares 4,780 $551K 0.24% 0 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; 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; 2025Q2: 5,285 shares 5,285 $543K 0.24% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 5,833 shares 5,833 $536K 0.23% 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; 2023Q3: restricted; 2023Q4: 180 shares; 2024Q1: 180 shares; 2024Q2: 180 shares; 2024Q3: 245 shares; 2024Q4: 245 shares; 2025Q1: 245 shares; 2025Q2: 5,701 shares 5,701 $532K 0.23% +5,456 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; 2023Q3: restricted; 2023Q4: 125 shares; 2024Q1: 125 shares; 2024Q2: 120 shares; 2024Q3: 109 shares; 2024Q4: 109 shares; 2025Q1: 100 shares; 2025Q2: 90 shares 90 $521K 0.23% -10 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; 2023Q3: restricted; 2023Q4: 327 shares; 2024Q1: 327 shares; 2024Q2: 327 shares; 2024Q3: 327 shares; 2024Q4: 342 shares; 2025Q1: 342 shares; 2025Q2: 342 shares 342 $520K 0.23% 0 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; 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; 2025Q2: 2,380 shares 2,380 $519K 0.23% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 21,364 shares 21,364 $518K 0.22% -750 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,000 shares; 2024Q4: 3,250 shares; 2025Q1: 1,380 shares; 2025Q2: 1,715 shares 1,715 $508K 0.22% +335 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; 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; 2025Q2: 5,879 shares 5,879 $499K 0.22% +116 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; 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; 2025Q2: 2,390 shares 2,390 $489K 0.21% 0 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 670 shares; 2024Q1: 855 shares; 2024Q2: 845 shares; 2024Q3: 845 shares; 2024Q4: 845 shares; 2025Q1: 840 shares; 2025Q2: 840 shares 840 $476K 0.21% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 2,249 shares 2,249 $471K 0.2% 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; 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; 2025Q2: 10,250 shares 10,250 $466K 0.2% 0 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; 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; 2025Q2: 20,850 shares 20,850 $461K 0.2% -2,900 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; 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; 2025Q2: 8,650 shares 8,650 $456K 0.2% 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; 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; 2025Q2: 40,862 shares 40,862 $455K 0.2% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 7,676 shares 7,676 $450K 0.2% 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; 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; 2025Q2: 2,749 shares 2,749 $442K 0.19% -30 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; 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; 2025Q2: 9,700 shares 9,700 $439K 0.19% -200 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; 2023Q3: restricted; 2023Q4: 711 shares; 2024Q1: 563 shares; 2024Q2: 563 shares; 2024Q3: 563 shares; 2024Q4: 3,700 shares; 2025Q1: 3,700 shares; 2025Q2: 7,675 shares 7,675 $434K 0.19% +3,975 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 1,021 shares 1,021 $433K 0.19% -55 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 3,345 shares 3,345 $423K 0.18% +84 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 3,173 shares 3,173 $421K 0.18% -198 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; 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; 2025Q2: 25,960 shares 25,960 $421K 0.18% +3,100 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 4,203 shares 4,203 $415K 0.18% -24 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; 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; 2025Q2: 20,393 shares 20,393 $412K 0.18% +1,738 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 19,300 shares 19,300 $399K 0.17% 0 INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 17,648 shares 17,648 $395K 0.17% -3,734 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; 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; 2025Q2: 43,700 shares 43,700 $380K 0.16% -12,500 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 7,826 shares 7,826 $378K 0.16% +214 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 3,437 shares 3,437 $377K 0.16% -379 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; 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; 2025Q2: 4,750 shares 4,750 $376K 0.16% -50 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; 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; 2025Q2: 3,087 shares 3,087 $371K 0.16% 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; 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; 2025Q2: 2,725 shares 2,725 $371K 0.16% -16 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; 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; 2025Q2: 16,749 shares 16,749 $368K 0.16% 0 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 884 shares; 2024Q1: 884 shares; 2024Q2: 884 shares; 2024Q3: 884 shares; 2024Q4: 884 shares; 2025Q1: 884 shares; 2025Q2: 884 shares 884 $361K 0.16% 0 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 1,650 shares 1,650 $360K 0.16% 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; 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; 2025Q2: 9,918 shares 9,918 $360K 0.16% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 3,400 shares 3,400 $359K 0.16% 0 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 1,000 shares 1,000 $357K 0.15% 0 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 1,169 shares 1,169 $355K 0.15% -1,825 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; 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; 2025Q2: 18,600 shares 18,600 $353K 0.15% 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; 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; 2025Q2: 3,795 shares 3,795 $348K 0.15% -109 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; 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; 2025Q2: 1,480 shares 1,480 $345K 0.15% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 2,549 shares 2,549 $344K 0.15% +42 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 2,300 shares 2,300 $344K 0.15% 0 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 1,398 shares; 2024Q1: 1,398 shares; 2024Q2: 1,193 shares; 2024Q3: 973 shares; 2024Q4: 973 shares; 2025Q1: 833 shares; 2025Q2: 833 shares 833 $338K 0.15% 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; 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; 2025Q2: 4,550 shares 4,550 $333K 0.14% 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; 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; 2025Q2: 1,050 shares 1,050 $330K 0.14% 0 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 17,600 shares 17,600 $322K 0.14% 0 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; 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; 2025Q2: 22,900 shares 22,900 $319K 0.14% 0 Timeline DVYE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 11,041 shares 11,041 $316K 0.14% +13 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 3,000 shares 3,000 $313K 0.14% 0 Timeline FXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 10,140 shares; 2025Q1: 10,140 shares; 2025Q2: 8,511 shares 8,511 $313K 0.14% -1,629 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; 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; 2025Q2: 2,325 shares 2,325 $313K 0.14% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 1,106 shares 1,106 $309K 0.13% -130 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; 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; 2025Q2: 2,900 shares 2,900 $306K 0.13% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 2,000 shares 2,000 $295K 0.13% -100 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; 2023Q3: restricted; 2023Q4: 3,376 shares; 2024Q1: 3,376 shares; 2024Q2: 2,876 shares; 2024Q3: 2,475 shares; 2024Q4: 825 shares; 2025Q1: 830 shares; 2025Q2: 825 shares 825 $295K 0.13% -5 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; 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; 2025Q2: 10,484 shares 10,484 $294K 0.13% -23 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 4,585 shares 4,585 $284K 0.12% -300 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; 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; 2025Q2: 2,100 shares 2,100 $280K 0.12% 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; 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; 2025Q2: 12,016 shares 12,016 $279K 0.12% +2,015 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; 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; 2025Q2: 2,004 shares 2,004 $272K 0.12% 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; 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; 2025Q2: 7,000 shares 7,000 $269K 0.12% 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; 2023Q3: restricted; 2023Q4: 3,533 shares; 2024Q1: 1,025 shares; 2024Q2: 750 shares; 2024Q3: 650 shares; 2024Q4: 1,153 shares; 2025Q1: 1,143 shares; 2025Q2: 843 shares 843 $268K 0.12% -300 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; 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; 2025Q2: 13,600 shares 13,600 $265K 0.12% +5,100 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 950 shares; 2024Q1: 950 shares; 2024Q2: 900 shares; 2024Q3: 900 shares; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 800 shares 800 $262K 0.11% -100 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 2,932 shares 2,932 $262K 0.11% +575 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 2,362 shares 2,362 $260K 0.11% +53 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 100 shares; 2024Q3: 174 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares 250 $257K 0.11% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 1,936 shares 1,936 $256K 0.11% -415 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; 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; 2025Q2: 2,000 shares 2,000 $255K 0.11% 0 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 1,150 shares; 2024Q1: 1,150 shares; 2024Q2: 1,000 shares; 2024Q3: 900 shares; 2024Q4: 850 shares; 2025Q1: 850 shares; 2025Q2: 850 shares 850 $250K 0.11% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 925 shares; 2024Q1: 925 shares; 2024Q2: 925 shares; 2024Q3: 925 shares; 2024Q4: 825 shares; 2025Q1: 831 shares; 2025Q2: 825 shares 825 $247K 0.11% -6 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 2,600 shares 2,600 $246K 0.11% 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; 2023Q3: restricted; 2023Q4: 850 shares; 2024Q1: 850 shares; 2024Q2: 850 shares; 2024Q3: 850 shares; 2024Q4: 850 shares; 2025Q1: 950 shares; 2025Q2: 950 shares 950 $245K 0.11% 0 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; 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; 2025Q2: 3,907 shares 3,907 $244K 0.11% 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; 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; 2025Q2: 1,146 shares 1,146 $242K 0.1% -200 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 1,050 shares; 2024Q1: 1,050 shares; 2024Q2: 800 shares; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 750 shares 750 $235K 0.1% -50 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 2,450 shares 2,450 $235K 0.1% 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; 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; 2025Q2: 7,600 shares 7,600 $233K 0.1% 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; 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; 2025Q2: 5,375 shares 5,375 $233K 0.1% 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; 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; 2025Q2: 9,104 shares 9,104 $230K 0.1% +1,536 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; 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; 2025Q2: 2,198 shares 2,198 $218K 0.09% -64 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; 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; 2025Q2: 2,548 shares 2,548 $216K 0.09% +1,048 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; 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; 2025Q2: 16,000 shares 16,000 $216K 0.09% 0 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; 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; 2025Q2: 2,347 shares 2,347 $205K 0.09% +728 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 8,929 shares 8,929 $205K 0.09% +224 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; 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; 2025Q2: 2,950 shares 2,950 $204K 0.09% -109 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; 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; 2025Q2: 21,400 shares 21,400 $201K 0.09% -2,000 BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 6,583 shares 6,583 $197K 0.09% 0 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; 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; 2025Q2: 7,085 shares 7,085 $196K 0.09% 0 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 2,800 shares 2,800 $194K 0.08% +373 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; 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; 2025Q2: 3,673 shares 3,673 $192K 0.08% 0 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 2,273 shares 2,273 $190K 0.08% +98 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; 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; 2025Q2: 2,705 shares 2,705 $187K 0.08% -977 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 3,200 shares 3,200 $186K 0.08% -1,200 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 6,200 shares 6,200 $186K 0.08% 0 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 2 shares; 2024Q1: 2 shares; 2024Q2: 2 shares; 2024Q3: 17 shares; 2024Q4: 17 shares; 2025Q1: 46 shares; 2025Q2: 70 shares 70 $183K 0.08% +24 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; 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; 2025Q2: 9,300 shares 9,300 $183K 0.08% +6,300 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; 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; 2025Q2: 17,500 shares 17,500 $181K 0.08% 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,300 shares; 2025Q2: 1,950 shares 1,950 $181K 0.08% +650 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 5,670 shares 5,670 $180K 0.08% 0 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; 2023Q3: restricted; 2023Q4: 500 shares; 2024Q1: 500 shares; 2024Q2: 500 shares; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 650 shares; 2025Q2: 650 shares 650 $179K 0.08% 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; 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; 2025Q2: 1,314 shares 1,314 $179K 0.08% 0 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 2,633 shares 2,633 $177K 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; 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; 2025Q2: 2,792 shares 2,792 $175K 0.08% 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; 2023Q3: restricted; 2023Q4: 801 shares; 2024Q1: 801 shares; 2024Q2: 701 shares; 2024Q3: 701 shares; 2024Q4: 701 shares; 2025Q1: 651 shares; 2025Q2: 651 shares 651 $170K 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; 2023Q3: restricted; 2023Q4: 250 shares; 2024Q1: 250 shares; 2024Q2: 250 shares; 2024Q3: 235 shares; 2024Q4: 225 shares; 2025Q1: 225 shares; 2025Q2: 225 shares 225 $170K 0.07% 0 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 234 shares; 2024Q1: 255 shares; 2024Q2: 255 shares; 2024Q3: 295 shares; 2024Q4: 295 shares; 2025Q1: 295 shares; 2025Q2: 295 shares 295 $168K 0.07% 0 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; 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; 2025Q2: 1,567 shares 1,567 $163K 0.07% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 200 shares; 2024Q2: not reported; 2024Q3: 200 shares; 2024Q4: 266 shares; 2025Q1: 266 shares; 2025Q2: 320 shares 320 $163K 0.07% +54 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; 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; 2025Q2: 3,000 shares 3,000 $163K 0.07% 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; 2023Q3: restricted; 2023Q4: 938 shares; 2024Q1: 938 shares; 2024Q2: 938 shares; 2024Q3: 938 shares; 2024Q4: 938 shares; 2025Q1: 938 shares; 2025Q2: 938 shares 938 $163K 0.07% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 1,626 shares 1,626 $160K 0.07% 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; 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; 2025Q2: 1,684 shares 1,684 $160K 0.07% +44 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; 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; 2025Q2: 7,500 shares 7,500 $157K 0.07% 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; 2023Q3: restricted; 2023Q4: 1,100 shares; 2024Q1: 900 shares; 2024Q2: 900 shares; 2024Q3: 900 shares; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 900 shares 900 $157K 0.07% 0 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 540 shares; 2024Q1: 540 shares; 2024Q2: 540 shares; 2024Q3: 540 shares; 2024Q4: 540 shares; 2025Q1: 540 shares; 2025Q2: 540 shares 540 $154K 0.07% 0 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; 2023Q3: restricted; 2023Q4: 700 shares; 2024Q1: 700 shares; 2024Q2: 700 shares; 2024Q3: 700 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares 700 $152K 0.07% 0 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; 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; 2025Q2: 2,177 shares 2,177 $151K 0.07% -1,480 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 800 shares; 2025Q2: 700 shares 700 $149K 0.06% -100 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 1,829 shares 1,829 $147K 0.06% +79 Timeline 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; 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; 2025Q2: 2,500 shares 2,500 $145K 0.06% 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; 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; 2025Q2: 2,004 shares 2,004 $142K 0.06% 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; 2023Q3: restricted; 2023Q4: 260 shares; 2024Q1: 260 shares; 2024Q2: 260 shares; 2024Q3: 260 shares; 2024Q4: 260 shares; 2025Q1: 260 shares; 2025Q2: 260 shares 260 $139K 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; 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; 2025Q2: 3,037 shares 3,037 $137K 0.06% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 505 shares; 2024Q1: 500 shares; 2024Q2: 500 shares; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares 500 $136K 0.06% 0 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 2,000 shares 2,000 $135K 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; 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; 2025Q2: 1,229 shares 1,229 $134K 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; 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; 2025Q2: 1,637 shares 1,637 $134K 0.06% 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 400 shares; 2025Q1: 525 shares; 2025Q2: 1,290 shares 1,290 $132K 0.06% +765 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; 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; 2025Q2: 1,640 shares 1,640 $132K 0.06% -660 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; 2023Q3: restricted; 2023Q4: 800 shares; 2024Q1: 800 shares; 2024Q2: 800 shares; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares 800 $131K 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; 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; 2025Q2: 1,298 shares 1,298 $131K 0.06% 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; 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; 2025Q2: 2,500 shares 2,500 $130K 0.06% 0 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; 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; 2025Q2: 1,572 shares 1,572 $126K 0.05% -150 Timeline INDY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,000 shares; 2024Q4: 3,535 shares; 2025Q1: 3,535 shares; 2025Q2: 2,309 shares 2,309 $126K 0.05% -1,226 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 200 shares; 2025Q1: 310 shares; 2025Q2: 310 shares 310 $125K 0.05% 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,930 shares; 2025Q1: 2,555 shares; 2025Q2: 2,555 shares 2,555 $125K 0.05% 0 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; 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; 2025Q2: 7,983 shares 7,983 $124K 0.05% -3,816 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 838 shares; 2024Q1: 838 shares; 2024Q2: 838 shares; 2024Q3: 838 shares; 2024Q4: 838 shares; 2025Q1: 838 shares; 2025Q2: 1,038 shares 1,038 $124K 0.05% +200 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 355 shares; 2024Q1: 355 shares; 2024Q2: 355 shares; 2024Q3: 355 shares; 2024Q4: 355 shares; 2025Q1: 350 shares; 2025Q2: 350 shares 350 $123K 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 18,600 shares; 2024Q4: 12,100 shares; 2025Q1: 9,900 shares; 2025Q2: 10,100 shares 10,100 $119K 0.05% +200 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; 2023Q3: restricted; 2023Q4: 1,000 shares; 2024Q1: 1,000 shares; 2024Q2: 1,000 shares; 2024Q3: 900 shares; 2024Q4: 825 shares; 2025Q1: 825 shares; 2025Q2: 825 shares 825 $116K 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; 2023Q3: restricted; 2023Q4: 1,300 shares; 2024Q1: 1,300 shares; 2024Q2: 1,300 shares; 2024Q3: 950 shares; 2024Q4: 950 shares; 2025Q1: 950 shares; 2025Q2: 950 shares 950 $115K 0.05% 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; 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; 2025Q2: 8,825 shares 8,825 $115K 0.05% 0 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 625 shares; 2024Q1: 625 shares; 2024Q2: 625 shares; 2024Q3: 625 shares; 2024Q4: 625 shares; 2025Q1: 625 shares; 2025Q2: 625 shares 625 $115K 0.05% 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; 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; 2025Q2: 1,950 shares 1,950 $114K 0.05% -475 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 800 shares 800 $113K 0.05% 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; 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; 2025Q2: 2,639 shares 2,639 $112K 0.05% 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,800 shares; 2025Q2: 2,525 shares 2,525 $112K 0.05% +725 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; 2023Q3: restricted; 2023Q4: 300 shares; 2024Q1: 300 shares; 2024Q2: 300 shares; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares 300 $110K 0.05% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 1,450 shares; 2024Q1: 1,450 shares; 2024Q2: 1,450 shares; 2024Q3: 750 shares; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 750 shares 750 $109K 0.05% 0 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; 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; 2025Q2: 1,750 shares 1,750 $108K 0.05% 0 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 600 shares; 2024Q1: 600 shares; 2024Q2: 600 shares; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares 600 $108K 0.05% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 376 shares; 2024Q1: 376 shares; 2024Q2: 377 shares; 2024Q3: 377 shares; 2024Q4: 377 shares; 2025Q1: 377 shares; 2025Q2: 377 shares 377 $106K 0.05% 0 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; 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; 2025Q2: 1,499 shares 1,499 $106K 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; 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; 2025Q2: 1,000 shares 1,000 $105K 0.05% 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; 2023Q3: restricted; 2023Q4: 605 shares; 2024Q1: 605 shares; 2024Q2: 605 shares; 2024Q3: 605 shares; 2024Q4: 810 shares; 2025Q1: 735 shares; 2025Q2: 835 shares 835 $104K 0.05% +100 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; 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; 2025Q2: 1,800 shares 1,800 $104K 0.05% 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; 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; 2025Q2: 1,200 shares 1,200 $101K 0.04% +450 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; 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; 2025Q2: 1,200 shares 1,200 $101K 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; 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; 2025Q2: 1,908 shares 1,908 $101K 0.04% 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; 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; 2025Q2: 1,103 shares 1,103 $101K 0.04% -125 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; 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; 2025Q2: 1,000 shares 1,000 $101K 0.04% 0 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,430 shares; 2025Q1: 1,829 shares; 2025Q2: 1,629 shares 1,629 $99.7K 0.04% -200 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; 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; 2025Q2: 3,300 shares 3,300 $99.6K 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; 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; 2025Q2: 9,169 shares 9,169 $99.5K 0.04% 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; 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; 2025Q2: 2,650 shares 2,650 $97.1K 0.04% -1,016 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; 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; 2025Q2: 1,500 shares 1,500 $96.6K 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; 2023Q3: restricted; 2023Q4: 105 shares; 2024Q1: 105 shares; 2024Q2: 205 shares; 2024Q3: 205 shares; 2024Q4: 205 shares; 2025Q1: 205 shares; 2025Q2: 205 shares 205 $95.9K 0.04% 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; 2023Q3: restricted; 2023Q4: 575 shares; 2024Q1: 575 shares; 2024Q2: 575 shares; 2024Q3: 425 shares; 2024Q4: 425 shares; 2025Q1: 431 shares; 2025Q2: 431 shares 431 $95.6K 0.04% 0 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; 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; 2025Q2: 1,283 shares 1,283 $95K 0.04% -300 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; 2023Q3: restricted; 2023Q4: 250 shares; 2024Q1: 250 shares; 2024Q2: 250 shares; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 350 shares; 2025Q2: 550 shares 550 $94.7K 0.04% +200 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 1,800 shares 1,800 $94.7K 0.04% 0 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 1,322 shares; 2024Q1: 1,222 shares; 2024Q2: 1,222 shares; 2024Q3: 1,222 shares; 2024Q4: 322 shares; 2025Q1: 322 shares; 2025Q2: 322 shares 322 $93.9K 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; 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; 2025Q2: 1,900 shares 1,900 $93.6K 0.04% 0 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; 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; 2025Q2: 8,113 shares 8,113 $93K 0.04% -38 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,200 shares; 2025Q2: 1,800 shares 1,800 $92.5K 0.04% -400 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 625 shares; 2024Q4: 736 shares; 2025Q1: 636 shares; 2025Q2: 636 shares 636 $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; 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; 2025Q2: 1,594 shares 1,594 $90.6K 0.04% 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; 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; 2025Q2: 2,050 shares 2,050 $88.9K 0.04% -700 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; 2023Q3: restricted; 2023Q4: 775 shares; 2024Q1: 775 shares; 2024Q2: 775 shares; 2024Q3: 775 shares; 2024Q4: 775 shares; 2025Q1: 700 shares; 2025Q2: 700 shares 700 $88.5K 0.04% 0 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 1,853 shares 1,853 $88.1K 0.04% 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; 2023Q3: restricted; 2023Q4: 450 shares; 2024Q1: 450 shares; 2024Q2: 450 shares; 2024Q3: 450 shares; 2024Q4: 450 shares; 2025Q1: 538 shares; 2025Q2: 450 shares 450 $87.9K 0.04% -88 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; 2023Q3: restricted; 2023Q4: 280 shares; 2024Q1: 280 shares; 2024Q2: 280 shares; 2024Q3: 280 shares; 2024Q4: 280 shares; 2025Q1: 280 shares; 2025Q2: 280 shares 280 $86.3K 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; 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; 2025Q2: 2,253 shares 2,253 $86.3K 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; 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; 2025Q2: 1,076 shares 1,076 $86.2K 0.04% 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; 2023Q3: restricted; 2023Q4: 77 shares; 2024Q1: 231 shares; 2024Q2: 361 shares; 2024Q3: 361 shares; 2024Q4: 361 shares; 2025Q1: 361 shares; 2025Q2: 361 shares 361 $86.2K 0.04% 0 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; 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; 2025Q2: 3,300 shares 3,300 $85.2K 0.04% 0 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 170 shares; 2024Q1: 175 shares; 2024Q2: 175 shares; 2024Q3: 105 shares; 2024Q4: 105 shares; 2025Q1: 105 shares; 2025Q2: 105 shares 105 $84.1K 0.04% 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; 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; 2025Q2: 500 shares 500 $84K 0.04% 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; 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; 2025Q2: 1,600 shares 1,600 $83.9K 0.04% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 950 shares; 2024Q1: 950 shares; 2024Q2: 950 shares; 2024Q3: 950 shares; 2024Q4: 950 shares; 2025Q1: 950 shares; 2025Q2: 950 shares 950 $82.8K 0.04% 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 150 shares; 2024Q2: 1,350 shares; 2024Q3: 1,500 shares; 2024Q4: 1,950 shares; 2025Q1: 640 shares; 2025Q2: 640 shares 640 $82.2K 0.04% 0 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; 2023Q3: restricted; 2023Q4: 281 shares; 2024Q1: 281 shares; 2024Q2: 281 shares; 2024Q3: 251 shares; 2024Q4: 251 shares; 2025Q1: 251 shares; 2025Q2: 251 shares 251 $81.9K 0.04% 0 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; 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; 2025Q2: 1,600 shares 1,600 $79.8K 0.03% 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; 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; 2025Q2: 6,686 shares 6,686 $79.7K 0.03% 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 300 shares; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares 500 $78.1K 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 9,229 shares; 2024Q3: 7,855 shares; 2024Q4: 1,500 shares; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares 1,300 $77.6K 0.03% 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; 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; 2025Q2: 2,200 shares 2,200 $77.2K 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 750 shares; 2024Q2: 750 shares; 2024Q3: 750 shares; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 750 shares 750 $76.9K 0.03% 0 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 1,425 shares; 2024Q1: 650 shares; 2024Q2: 300 shares; 2024Q3: 1,500 shares; 2024Q4: 1,929 shares; 2025Q1: 1,129 shares; 2025Q2: 1,129 shares 1,129 $76.7K 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; 2023Q3: restricted; 2023Q4: 1,130 shares; 2024Q1: 1,130 shares; 2024Q2: 1,130 shares; 2024Q3: 1,130 shares; 2024Q4: 930 shares; 2025Q1: 930 shares; 2025Q2: 930 shares 930 $76.4K 0.03% 0 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; 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; 2025Q2: 2,106 shares 2,106 $75.2K 0.03% -245 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; 2023Q3: restricted; 2023Q4: 275 shares; 2024Q1: 275 shares; 2024Q2: 275 shares; 2024Q3: 275 shares; 2024Q4: 275 shares; 2025Q1: 275 shares; 2025Q2: 275 shares 275 $75.1K 0.03% 0 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 250 shares 250 $75K 0.03% new 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; 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; 2025Q2: 6,010 shares 6,010 $73.6K 0.03% 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; 2023Q3: restricted; 2023Q4: 1,125 shares; 2024Q1: 1,125 shares; 2024Q2: 1,125 shares; 2024Q3: 675 shares; 2024Q4: 675 shares; 2025Q1: 675 shares; 2025Q2: 675 shares 675 $72.5K 0.03% 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; 2023Q3: restricted; 2023Q4: 1,525 shares; 2024Q1: 850 shares; 2024Q2: 850 shares; 2024Q3: 850 shares; 2024Q4: 850 shares; 2025Q1: 600 shares; 2025Q2: 600 shares 600 $71.8K 0.03% 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; 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; 2025Q2: 2,100 shares 2,100 $71.7K 0.03% 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; 2023Q3: restricted; 2023Q4: 521 shares; 2024Q1: 521 shares; 2024Q2: 521 shares; 2024Q3: 521 shares; 2024Q4: 521 shares; 2025Q1: 521 shares; 2025Q2: 521 shares 521 $70.2K 0.03% 0 Timeline ABCB AMERIS BANCORP More: the full row for AMERIS BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,225 shares; 2025Q2: 1,075 shares 1,075 $69.6K 0.03% -1,150 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 516 shares; 2024Q1: 516 shares; 2024Q2: 516 shares; 2024Q3: 516 shares; 2024Q4: 516 shares; 2025Q1: 516 shares; 2025Q2: 516 shares 516 $68.2K 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; 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; 2025Q2: 1,700 shares 1,700 $67.7K 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; 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; 2025Q2: 1,068 shares 1,068 $66.9K 0.03% 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; 2023Q3: restricted; 2023Q4: 207 shares; 2024Q1: 207 shares; 2024Q2: 207 shares; 2024Q3: 207 shares; 2024Q4: 207 shares; 2025Q1: 207 shares; 2025Q2: 207 shares 207 $66.8K 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; 2023Q3: restricted; 2023Q4: 501 shares; 2024Q1: 501 shares; 2024Q2: 501 shares; 2024Q3: 501 shares; 2024Q4: 501 shares; 2025Q1: 501 shares; 2025Q2: 501 shares 501 $65.9K 0.03% 0 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; 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; 2025Q2: 2,668 shares 2,668 $65.6K 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; 2023Q3: restricted; 2023Q4: 400 shares; 2024Q1: 400 shares; 2024Q2: 400 shares; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares 400 $65.1K 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; 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; 2025Q2: 1,115 shares 1,115 $64.9K 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; 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; 2025Q2: 1,025 shares 1,025 $64.5K 0.03% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 530 shares; 2024Q1: 530 shares; 2024Q2: 530 shares; 2024Q3: 530 shares; 2024Q4: 530 shares; 2025Q1: 530 shares; 2025Q2: 530 shares 530 $64.1K 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; 2023Q3: restricted; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: 200 shares; 2024Q3: 200 shares; 2024Q4: 600 shares; 2025Q1: 715 shares; 2025Q2: 815 shares 815 $63.5K 0.03% +100 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; 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; 2025Q2: 3,500 shares 3,500 $63.5K 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; 2023Q3: restricted; 2023Q4: 900 shares; 2024Q1: 875 shares; 2024Q2: 300 shares; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 250 shares 250 $63.3K 0.03% -50 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 140 shares; 2025Q2: 300 shares 300 $63.1K 0.03% +160 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; 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; 2025Q2: 1,200 shares 1,200 $62.8K 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; 2023Q3: restricted; 2023Q4: 792 shares; 2024Q1: 792 shares; 2024Q2: 792 shares; 2024Q3: 792 shares; 2024Q4: 792 shares; 2025Q1: 792 shares; 2025Q2: 792 shares 792 $62.8K 0.03% 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; 2023Q3: restricted; 2023Q4: 480 shares; 2024Q1: 500 shares; 2024Q2: 1,000 shares; 2024Q3: 400 shares; 2024Q4: 300 shares; 2025Q1: 500 shares; 2025Q2: 625 shares 625 $62.1K 0.03% +125 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 3,106 shares; 2024Q2: 3,206 shares; 2024Q3: 3,156 shares; 2024Q4: 3,306 shares; 2025Q1: 875 shares; 2025Q2: 375 shares 375 $62.1K 0.03% -500 Timeline BSCT 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,300 shares 3,300 $61.7K 0.03% new Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 130 shares; 2024Q1: 130 shares; 2024Q2: 130 shares; 2024Q3: 130 shares; 2024Q4: 130 shares; 2025Q1: 135 shares; 2025Q2: 130 shares 130 $61K 0.03% -5 Timeline BSCS 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,900 shares 2,900 $59.4K 0.03% new Timeline MAT MATTEL INC More: the full row for MATTEL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 3,000 shares 3,000 $59.2K 0.03% 0 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; 2023Q3: restricted; 2023Q4: 281 shares; 2024Q1: 281 shares; 2024Q2: 481 shares; 2024Q3: 481 shares; 2024Q4: 556 shares; 2025Q1: 481 shares; 2025Q2: 481 shares 481 $59K 0.03% 0 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; 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; 2025Q2: 2,755 shares 2,755 $58.3K 0.03% +102 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 173 shares; 2024Q3: 325 shares; 2024Q4: 325 shares; 2025Q1: 325 shares; 2025Q2: 325 shares 325 $57.4K 0.02% 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; 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; 2025Q2: 6,552 shares 6,552 $57.3K 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; 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; 2025Q2: 1,202 shares 1,202 $56.9K 0.02% 0 Timeline VC VISTEON CORP More: the full row for VISTEON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 600 shares; 2024Q1: 600 shares; 2024Q2: 600 shares; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares 600 $56K 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; 2023Q3: restricted; 2023Q4: 326 shares; 2024Q1: 326 shares; 2024Q2: 326 shares; 2024Q3: 326 shares; 2024Q4: 326 shares; 2025Q1: 272 shares; 2025Q2: 269 shares 269 $55.9K 0.02% -3 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; 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; 2025Q2: 1,150 shares 1,150 $55.3K 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 900 shares 900 $55.2K 0.02% +100 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; 2023Q3: restricted; 2023Q4: 600 shares; 2024Q1: 600 shares; 2024Q2: 600 shares; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares 600 $54.7K 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; 2023Q3: restricted; 2023Q4: 690 shares; 2024Q1: 690 shares; 2024Q2: 190 shares; 2024Q3: 190 shares; 2024Q4: 190 shares; 2025Q1: 190 shares; 2025Q2: 190 shares 190 $54K 0.02% 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 150 shares; 2025Q2: 170 shares 170 $53.2K 0.02% +20 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 8,000 shares; 2025Q1: 8,000 shares; 2025Q2: 6,000 shares 6,000 $53K 0.02% -2,000 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 25 shares; 2024Q1: 25 shares; 2024Q2: 25 shares; 2024Q3: 25 shares; 2024Q4: 25 shares; 2025Q1: 200 shares; 2025Q2: 250 shares 250 $52.3K 0.02% +50 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; 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; 2025Q2: 4,450 shares 4,450 $52.1K 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; 2023Q3: restricted; 2023Q4: 19 shares; 2024Q1: 19 shares; 2024Q2: 19 shares; 2024Q3: 19 shares; 2024Q4: 1,147 shares; 2025Q1: 1,146 shares; 2025Q2: 1,125 shares 1,125 $51.9K 0.02% -21 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; 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; 2025Q2: 2,215 shares 2,215 $50.7K 0.02% 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; 2023Q3: restricted; 2023Q4: 500 shares; 2024Q1: 500 shares; 2024Q2: 500 shares; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares 500 $50.2K 0.02% 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; 2023Q3: restricted; 2023Q4: 550 shares; 2024Q1: 550 shares; 2024Q2: 550 shares; 2024Q3: 550 shares; 2024Q4: 550 shares; 2025Q1: 550 shares; 2025Q2: 550 shares 550 $50.2K 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; 2023Q3: restricted; 2023Q4: 447 shares; 2024Q1: 447 shares; 2024Q2: 447 shares; 2024Q3: 447 shares; 2024Q4: 447 shares; 2025Q1: 447 shares; 2025Q2: 447 shares 447 $50.1K 0.02% 0 Timeline IGHG PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 1,134 shares; 2024Q1: 1,134 shares; 2024Q2: 1,134 shares; 2024Q3: 1,134 shares; 2024Q4: not reported; 2025Q1: 608 shares; 2025Q2: 637 shares 637 $49.9K 0.02% +29 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,680 shares; 2025Q1: 680 shares; 2025Q2: 680 shares 680 $49.8K 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; 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; 2025Q2: 1,153 shares 1,153 $49.6K 0.02% 0 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; 2023Q3: restricted; 2023Q4: 300 shares; 2024Q1: 300 shares; 2024Q2: 300 shares; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares 300 $49.3K 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 500 shares; 2024Q2: 500 shares; 2024Q3: 9,000 shares; 2024Q4: 4,000 shares; 2025Q1: 3,600 shares; 2025Q2: 4,500 shares 4,500 $49.2K 0.02% +900 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; 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; 2025Q2: 1,000 shares 1,000 $49.2K 0.02% 0 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; 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; 2025Q2: 1,000 shares 1,000 $48.9K 0.02% 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; 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; 2025Q2: 662 shares 662 $48.6K 0.02% -1,500 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; 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; 2025Q2: 1,500 shares 1,500 $47.7K 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; 2023Q3: restricted; 2023Q4: 480 shares; 2024Q1: 480 shares; 2024Q2: 480 shares; 2024Q3: 480 shares; 2024Q4: 480 shares; 2025Q1: 480 shares; 2025Q2: 480 shares 480 $47.7K 0.02% 0 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; 2023Q3: restricted; 2023Q4: 850 shares; 2024Q1: 850 shares; 2024Q2: 850 shares; 2024Q3: 850 shares; 2024Q4: 850 shares; 2025Q1: 850 shares; 2025Q2: 647 shares 647 $47.6K 0.02% -203 Timeline KAI KADANT INC More: the full row for KADANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 150 shares; 2025Q2: 150 shares 150 $47.6K 0.02% 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; 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; 2025Q2: 1,400 shares 1,400 $47K 0.02% -1,700 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; 2023Q3: restricted; 2023Q4: 250 shares; 2024Q1: 250 shares; 2024Q2: 250 shares; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 150 shares 150 $46.3K 0.02% -100 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; 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; 2025Q2: 3,250 shares 3,250 $46.1K 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; 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; 2025Q2: 1,882 shares 1,882 $45.9K 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; 2023Q3: restricted; 2023Q4: 522 shares; 2024Q1: 522 shares; 2024Q2: 522 shares; 2024Q3: 522 shares; 2024Q4: 522 shares; 2025Q1: 522 shares; 2025Q2: 522 shares 522 $45.5K 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; 2023Q3: restricted; 2023Q4: 686 shares; 2024Q1: 687 shares; 2024Q2: 688 shares; 2024Q3: 688 shares; 2024Q4: 688 shares; 2025Q1: 688 shares; 2025Q2: 688 shares 688 $45.1K 0.02% 0 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; 2023Q3: restricted; 2023Q4: 300 shares; 2024Q1: 1,100 shares; 2024Q2: 1,000 shares; 2024Q3: 900 shares; 2024Q4: 900 shares; 2025Q1: 650 shares; 2025Q2: 550 shares 550 $44.8K 0.02% -100 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; 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; 2025Q2: 2,000 shares 2,000 $44K 0.02% -1,000 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; 2023Q3: restricted; 2023Q4: 500 shares; 2024Q1: 500 shares; 2024Q2: 500 shares; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares 500 $43.9K 0.02% 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 125 shares; 2025Q2: 125 shares 125 $43.8K 0.02% 0 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; 2023Q3: restricted; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: 200 shares; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares 200 $43.7K 0.02% 0 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; 2023Q3: restricted; 2023Q4: 2,796 shares; 2024Q1: 2,796 shares; 2024Q2: 2,296 shares; 2024Q3: 2,296 shares; 2024Q4: 796 shares; 2025Q1: 796 shares; 2025Q2: 796 shares 796 $43.3K 0.02% 0 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 400 shares; 2024Q1: 400 shares; 2024Q2: 400 shares; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares 400 $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; 2023Q3: restricted; 2023Q4: 196 shares; 2024Q1: 196 shares; 2024Q2: 196 shares; 2024Q3: 196 shares; 2024Q4: 196 shares; 2025Q1: 196 shares; 2025Q2: 196 shares 196 $42.9K 0.02% 0 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; 2023Q3: restricted; 2023Q4: 56 shares; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 335 shares; 2025Q2: 335 shares 335 $42.6K 0.02% 0 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 335 shares; 2024Q1: 335 shares; 2024Q2: 335 shares; 2024Q3: 335 shares; 2024Q4: 335 shares; 2025Q1: 335 shares; 2025Q2: 335 shares 335 $42.1K 0.02% 0 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; 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; 2025Q2: 500 shares 500 $40K 0.02% -500 Timeline TCBK TRICO BANCSHARES More: the full row for TRICO BANCSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 941 shares; 2024Q1: 949 shares; 2024Q2: 958 shares; 2024Q3: 965 shares; 2024Q4: 972 shares; 2025Q1: 980 shares; 2025Q2: 988 shares 988 $40K 0.02% +8 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 500 shares; 2024Q2: 500 shares; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 800 shares 800 $39.4K 0.02% +300 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 300 shares; 2024Q2: 300 shares; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares 300 $38.9K 0.02% 0 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 500 shares; 2024Q2: 500 shares; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares 500 $38.7K 0.02% 0 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 97 shares; 2024Q1: 147 shares; 2024Q2: 139 shares; 2024Q3: 139 shares; 2024Q4: 139 shares; 2025Q1: 139 shares; 2025Q2: 135 shares 135 $37.8K 0.02% -4 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; 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; 2025Q2: 1,125 shares 1,125 $37.7K 0.02% -1,485 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 670 shares; 2024Q1: 820 shares; 2024Q2: 820 shares; 2024Q3: 820 shares; 2024Q4: 820 shares; 2025Q1: 820 shares; 2025Q2: 820 shares 820 $37.2K 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; 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; 2025Q2: 1,306 shares 1,306 $37.1K 0.02% 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; 2023Q3: restricted; 2023Q4: 100 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 300 shares; 2025Q2: 300 shares 300 $37K 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; 2023Q3: restricted; 2023Q4: 65 shares; 2024Q1: 65 shares; 2024Q2: 65 shares; 2024Q3: 65 shares; 2024Q4: 65 shares; 2025Q1: 234 shares; 2025Q2: 234 shares 234 $36.9K 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; 2023Q3: restricted; 2023Q4: 285 shares; 2024Q1: 287 shares; 2024Q2: 287 shares; 2024Q3: 290 shares; 2024Q4: 876 shares; 2025Q1: 1,381 shares; 2025Q2: 1,387 shares 1,387 $36.7K 0.02% +6 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; 2023Q3: restricted; 2023Q4: 678 shares; 2024Q1: 678 shares; 2024Q2: 678 shares; 2024Q3: 529 shares; 2024Q4: 529 shares; 2025Q1: 529 shares; 2025Q2: 529 shares 529 $36.3K 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,500 shares; 2024Q4: 5,500 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares 6,000 $36K 0.02% 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; 2023Q3: restricted; 2023Q4: 265 shares; 2024Q1: 265 shares; 2024Q2: 265 shares; 2024Q3: 265 shares; 2024Q4: 265 shares; 2025Q1: 265 shares; 2025Q2: 265 shares 265 $34.9K 0.02% 0 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; 2023Q3: restricted; 2023Q4: 286 shares; 2024Q1: 288 shares; 2024Q2: 289 shares; 2024Q3: 290 shares; 2024Q4: 290 shares; 2025Q1: 262 shares; 2025Q2: 262 shares 262 $33.3K 0.01% 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; 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; 2025Q2: 1,810 shares 1,810 $33.1K 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; 2023Q3: restricted; 2023Q4: 560 shares; 2024Q1: 310 shares; 2024Q2: 310 shares; 2024Q3: 310 shares; 2024Q4: 210 shares; 2025Q1: 510 shares; 2025Q2: 510 shares 510 $33K 0.01% 0 Timeline SOXL 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 1,300 shares 1,300 $32.6K 0.01% +1,100 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 500 shares; 2024Q1: 500 shares; 2024Q2: 500 shares; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares 500 $32.6K 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 200 shares; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares 200 $32K 0.01% 0 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; 2023Q3: restricted; 2023Q4: 750 shares; 2024Q1: 950 shares; 2024Q2: 950 shares; 2024Q3: 950 shares; 2024Q4: 950 shares; 2025Q1: 950 shares; 2025Q2: 950 shares 950 $30.8K 0.01% 0 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 1,500 shares 1,500 $30.6K 0.01% -339 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 40 shares; 2024Q1: 40 shares; 2024Q2: 40 shares; 2024Q3: 190 shares; 2024Q4: 190 shares; 2025Q1: 190 shares; 2025Q2: 190 shares 190 $30K 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; 2023Q3: restricted; 2023Q4: 500 shares; 2024Q1: 500 shares; 2024Q2: 1,000 shares; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares 500 $29.6K 0.01% 0 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; 2023Q3: restricted; 2023Q4: 400 shares; 2024Q1: 400 shares; 2024Q2: 400 shares; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares 400 $29.2K 0.01% 0 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 150 shares; 2024Q1: 150 shares; 2024Q2: 150 shares; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 253 shares; 2025Q2: 75 shares 75 $29.2K 0.01% -178 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 380 shares; 2024Q1: 380 shares; 2024Q2: 380 shares; 2024Q3: 380 shares; 2024Q4: 380 shares; 2025Q1: 380 shares; 2025Q2: 380 shares 380 $28.8K 0.01% 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; 2023Q3: restricted; 2023Q4: 450 shares; 2024Q1: 450 shares; 2024Q2: 450 shares; 2024Q3: 450 shares; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 150 shares 150 $28.4K 0.01% -300 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; 2023Q3: restricted; 2023Q4: 450 shares; 2024Q1: 450 shares; 2024Q2: 450 shares; 2024Q3: 450 shares; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 450 shares 450 $28.1K 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; 2023Q3: restricted; 2023Q4: 115 shares; 2024Q1: 115 shares; 2024Q2: 115 shares; 2024Q3: 115 shares; 2024Q4: 115 shares; 2025Q1: 115 shares; 2025Q2: 90 shares 90 $27.9K 0.01% -25 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; 2023Q3: restricted; 2023Q4: 555 shares; 2024Q1: 545 shares; 2024Q2: 345 shares; 2024Q3: 295 shares; 2024Q4: 295 shares; 2025Q1: 295 shares; 2025Q2: 245 shares 245 $27.8K 0.01% -50 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; 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; 2025Q2: 1,000 shares 1,000 $27.7K 0.01% 0 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; 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; 2025Q2: 400 shares 400 $27.6K 0.01% -2,820 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; 2023Q3: restricted; 2023Q4: 50 shares; 2024Q1: 50 shares; 2024Q2: 50 shares; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares 50 $27.2K 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; 2023Q3: restricted; 2023Q4: 622 shares; 2024Q1: 622 shares; 2024Q2: 622 shares; 2024Q3: 622 shares; 2024Q4: 622 shares; 2025Q1: 622 shares; 2025Q2: 622 shares 622 $27K 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; 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; 2025Q2: 1,001 shares 1,001 $26.9K 0.01% 0 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; 2023Q3: restricted; 2023Q4: 1,168 shares; 2024Q1: 1,168 shares; 2024Q2: 1,168 shares; 2024Q3: 518 shares; 2024Q4: 518 shares; 2025Q1: 518 shares; 2025Q2: 518 shares 518 $26.8K 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 54 shares; 2024Q3: 54 shares; 2024Q4: 54 shares; 2025Q1: 54 shares; 2025Q2: 54 shares 54 $26.1K 0.01% 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 2,400 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,200 shares; 2025Q2: 2,200 shares 2,200 $26.1K 0.01% 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; 2023Q3: restricted; 2023Q4: 600 shares; 2024Q1: 600 shares; 2024Q2: 600 shares; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares 500 $26.1K 0.01% 0 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares 100 $25.9K 0.01% 0 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; 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; 2025Q2: 6,000 shares 6,000 $25.9K 0.01% 0 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; 2023Q3: restricted; 2023Q4: 218 shares; 2024Q1: 219 shares; 2024Q2: 219 shares; 2024Q3: 219 shares; 2024Q4: 876 shares; 2025Q1: 877 shares; 2025Q2: 878 shares 878 $25.6K 0.01% +1 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; 2023Q3: restricted; 2023Q4: 600 shares; 2024Q1: 600 shares; 2024Q2: 600 shares; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares 200 $25.6K 0.01% 0 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 1,600 shares 1,600 $25.2K 0.01% 0 Timeline BSCU 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,500 shares 1,500 $25.2K 0.01% new Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 212 shares; 2024Q1: 212 shares; 2024Q2: 212 shares; 2024Q3: 512 shares; 2024Q4: 512 shares; 2025Q1: 512 shares; 2025Q2: 512 shares 512 $25.1K 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; 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; 2025Q2: 1,500 shares 1,500 $25K 0.01% 0 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; 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; 2025Q2: 1,560 shares 1,560 $24.9K 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; 2023Q3: restricted; 2023Q4: 700 shares; 2024Q1: 700 shares; 2024Q2: 700 shares; 2024Q3: 700 shares; 2024Q4: 700 shares; 2025Q1: 300 shares; 2025Q2: 300 shares 300 $24.9K 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; 2023Q3: restricted; 2023Q4: 600 shares; 2024Q1: 600 shares; 2024Q2: 600 shares; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares 600 $24.5K 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; 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; 2025Q2: 2,200 shares 2,200 $23.5K 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; 2023Q3: restricted; 2023Q4: 959 shares; 2024Q1: 698 shares; 2024Q2: 698 shares; 2024Q3: 698 shares; 2024Q4: 698 shares; 2025Q1: 698 shares; 2025Q2: 698 shares 698 $23.4K 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; 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; 2025Q2: 1,993 shares 1,993 $22.9K 0.01% 0 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; 2023Q3: restricted; 2023Q4: 330 shares; 2024Q1: 330 shares; 2024Q2: 330 shares; 2024Q3: 330 shares; 2024Q4: 330 shares; 2025Q1: 330 shares; 2025Q2: 330 shares 330 $22.8K 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 427 shares; 2024Q3: 427 shares; 2024Q4: 427 shares; 2025Q1: 427 shares; 2025Q2: 427 shares 427 $22.8K 0.01% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 250 shares; 2024Q1: 250 shares; 2024Q2: 250 shares; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares 250 $22.7K 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; 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; 2025Q2: 1,000 shares 1,000 $22.6K 0.01% 0 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; 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; 2025Q2: 1,000 shares 1,000 $22.5K 0.01% 0 Timeline ESEA EUROSEAS LTD More: the full row for EUROSEAS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 500 shares; 2024Q2: 500 shares; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares 500 $22.4K 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; 2023Q3: restricted; 2023Q4: 125 shares; 2024Q1: 125 shares; 2024Q2: 125 shares; 2024Q3: 125 shares; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 125 shares 125 $22.2K 0.01% 0 Timeline SOXS DIREXION DAILY SEMI BEAR 3X More: the full row for DIREXION DAILY SEMI BEAR 3X Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,700 shares 2,700 $21.3K 0.01% new Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 200 shares; 2024Q2: 200 shares; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 216 shares; 2025Q2: 200 shares 200 $21K 0.01% -16 Timeline MPTI M-TRON INDS INC More: the full row for M-TRON INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 200 shares; 2024Q2: 200 shares; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 500 shares 500 $21K 0.01% +300 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; 2023Q3: restricted; 2023Q4: 350 shares; 2024Q1: 350 shares; 2024Q2: 1,350 shares; 2024Q3: 1,350 shares; 2024Q4: 1,350 shares; 2025Q1: 1,350 shares; 2025Q2: 1,350 shares 1,350 $20.9K 0.01% 0 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; 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; 2025Q2: 3,000 shares 3,000 $20.9K 0.01% 0 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares 1,000 $20.8K 0.01% new Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 17 shares; 2024Q1: 17 shares; 2024Q2: 58 shares; 2024Q3: 41 shares; 2024Q4: 41 shares; 2025Q1: 43 shares; 2025Q2: 41 shares 41 $20.5K 0.01% -2 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 46 shares; 2024Q3: 46 shares; 2024Q4: 46 shares; 2025Q1: 46 shares; 2025Q2: 46 shares 46 $20.5K 0.01% 0 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 46 shares; 2024Q4: 46 shares; 2025Q1: 46 shares; 2025Q2: 46 shares 46 $20.2K 0.01% 0 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; 2023Q3: restricted; 2023Q4: 295 shares; 2024Q1: 295 shares; 2024Q2: 220 shares; 2024Q3: 220 shares; 2024Q4: 220 shares; 2025Q1: 220 shares; 2025Q2: 220 shares 220 $19.6K 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; 2023Q3: restricted; 2023Q4: 301 shares; 2024Q1: 301 shares; 2024Q2: 301 shares; 2024Q3: 301 shares; 2024Q4: 301 shares; 2025Q1: 301 shares; 2025Q2: 301 shares 301 $19.1K 0.01% 0 Timeline PGF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 1,350 shares 1,350 $19K 0.01% 0 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 650 shares; 2024Q3: 650 shares; 2024Q4: 650 shares; 2025Q1: 650 shares; 2025Q2: 650 shares 650 $19K 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; 2023Q3: restricted; 2023Q4: 426 shares; 2024Q1: 346 shares; 2024Q2: 346 shares; 2024Q3: 146 shares; 2024Q4: 146 shares; 2025Q1: 146 shares; 2025Q2: 146 shares 146 $18.8K 0.01% 0 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; 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; 2025Q2: 1,061 shares 1,061 $18.6K 0.01% 0 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; 2023Q3: restricted; 2023Q4: 2,175 shares; 2024Q1: 2,025 shares; 2024Q2: 650 shares; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 200 shares; 2025Q2: 200 shares 200 $18.4K 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares 1,000 $18.4K 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; 2023Q3: restricted; 2023Q4: 575 shares; 2024Q1: 75 shares; 2024Q2: 75 shares; 2024Q3: 75 shares; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares 75 $18.3K 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; 2023Q3: restricted; 2023Q4: 750 shares; 2024Q1: 750 shares; 2024Q2: 750 shares; 2024Q3: 750 shares; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 750 shares 750 $18.2K 0.01% 0 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; 2023Q3: restricted; 2023Q4: 400 shares; 2024Q1: 400 shares; 2024Q2: 400 shares; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares 400 $17.9K 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 300 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares 1,500 $17.8K 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; 2023Q3: restricted; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: 200 shares; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares 200 $17.8K 0.01% 0 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; 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; 2025Q2: 500 shares 500 $17.6K 0.01% -500 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 253 shares; 2025Q2: 253 shares 253 $17.2K 0.01% 0 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 290 shares; 2024Q1: 290 shares; 2024Q2: 290 shares; 2024Q3: 290 shares; 2024Q4: 290 shares; 2025Q1: 290 shares; 2025Q2: 290 shares 290 $17.2K 0.01% 0 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 250 shares; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares 250 $17K 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10 shares; 2025Q2: 150 shares 150 $16.7K 0.01% +140 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; 2023Q3: restricted; 2023Q4: 400 shares; 2024Q1: 400 shares; 2024Q2: 400 shares; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares 400 $16.7K 0.01% 0 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 500 shares 500 $16.5K 0.01% new 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; 2023Q3: restricted; 2023Q4: 105 shares; 2024Q1: 105 shares; 2024Q2: 105 shares; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares 50 $16.5K 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; 2023Q3: restricted; 2023Q4: 700 shares; 2024Q1: 700 shares; 2024Q2: 700 shares; 2024Q3: 700 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares 700 $16.5K 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; 2023Q3: restricted; 2023Q4: 303 shares; 2024Q1: 303 shares; 2024Q2: 303 shares; 2024Q3: 303 shares; 2024Q4: 303 shares; 2025Q1: 303 shares; 2025Q2: 303 shares 303 $16.4K 0.01% 0 Timeline 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,300 shares; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares 1,300 $16.1K 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; 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; 2025Q2: 1,100 shares 1,100 $16K 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; 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; 2025Q2: 2,200 shares 2,200 $16K 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; 2023Q3: restricted; 2023Q4: 213 shares; 2024Q1: 213 shares; 2024Q2: 213 shares; 2024Q3: 213 shares; 2024Q4: 213 shares; 2025Q1: 213 shares; 2025Q2: 213 shares 213 $15.9K 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; 2023Q3: restricted; 2023Q4: 44 shares; 2024Q1: 44 shares; 2024Q2: 44 shares; 2024Q3: 44 shares; 2024Q4: 44 shares; 2025Q1: 44 shares; 2025Q2: 20 shares 20 $15.8K 0.01% -24 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; 2023Q3: restricted; 2023Q4: 579 shares; 2024Q1: 541 shares; 2024Q2: 609 shares; 2024Q3: 669 shares; 2024Q4: 727 shares; 2025Q1: 765 shares; 2025Q2: 728 shares 728 $15.6K 0.01% -37 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; 2023Q3: restricted; 2023Q4: 273 shares; 2024Q1: 273 shares; 2024Q2: 223 shares; 2024Q3: 208 shares; 2024Q4: 208 shares; 2025Q1: 208 shares; 2025Q2: 208 shares 208 $15.5K 0.01% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 600 shares; 2024Q1: 700 shares; 2024Q2: 700 shares; 2024Q3: 200 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares 100 $15.2K 0.01% 0 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 33 shares; 2024Q1: 165 shares; 2024Q2: 165 shares; 2024Q3: 165 shares; 2024Q4: 165 shares; 2025Q1: 165 shares; 2025Q2: 265 shares 265 $15K 0.01% +100 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 100 shares; 2024Q3: 100 shares; 2024Q4: 180 shares; 2025Q1: 180 shares; 2025Q2: 180 shares 180 $14.9K 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; 2023Q3: restricted; 2023Q4: 50 shares; 2024Q1: 50 shares; 2024Q2: 50 shares; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares 50 $14.9K 0.01% 0 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares 300 $14.3K 0.01% 0 Timeline NVDL GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 220 shares; 2025Q2: 200 shares 200 $14.1K 0.01% -20 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; 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; 2025Q2: 1,300 shares 1,300 $14.1K 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; 2023Q3: restricted; 2023Q4: 450 shares; 2024Q1: 450 shares; 2024Q2: 450 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18 shares; 2025Q2: 18 shares 18 $14K 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; 2023Q3: restricted; 2023Q4: 1,678 shares; 2024Q1: 2,078 shares; 2024Q2: 2,078 shares; 2024Q3: 929 shares; 2024Q4: 929 shares; 2025Q1: 529 shares; 2025Q2: 529 shares 529 $14K 0.01% 0 Timeline PCT PURECYCLE TECHNOLOGIES INC More: the full row for PURECYCLE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 1,000 shares 1,000 $13.7K 0.01% 0 Timeline BBAI BIGBEAR AI HLDGS INC More: the full row for BIGBEAR AI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 3,000 shares; 2024Q2: 3,000 shares; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares 2,000 $13.6K 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares 1,000 $13.5K 0.01% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: 200 shares; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 217 shares; 2025Q2: 200 shares 200 $13.5K 0.01% -17 Timeline QQQM 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; 2023Q3: restricted; 2023Q4: 66 shares; 2024Q1: 66 shares; 2024Q2: 66 shares; 2024Q3: 71 shares; 2024Q4: 59 shares; 2025Q1: 59 shares; 2025Q2: 59 shares 59 $13.4K 0.01% 0 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 300 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 150 shares; 2025Q2: 175 shares 175 $13K 0.01% +25 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; 2023Q3: restricted; 2023Q4: 417 shares; 2024Q1: 417 shares; 2024Q2: 417 shares; 2024Q3: 417 shares; 2024Q4: 417 shares; 2025Q1: 417 shares; 2025Q2: 417 shares 417 $13K 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; 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; 2025Q2: 8,000 shares 8,000 $13K 0.01% 0 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; 2023Q3: restricted; 2023Q4: 343 shares; 2024Q1: 343 shares; 2024Q2: 343 shares; 2024Q3: 343 shares; 2024Q4: 343 shares; 2025Q1: 343 shares; 2025Q2: 343 shares 343 $12.9K 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; 2023Q3: restricted; 2023Q4: 168 shares; 2024Q1: 168 shares; 2024Q2: 168 shares; 2024Q3: 168 shares; 2024Q4: 168 shares; 2025Q1: 168 shares; 2025Q2: 168 shares 168 $12.8K 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; 2023Q3: restricted; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares 100 $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; 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; 2025Q2: 1,000 shares 1,000 $12.4K 0.01% 0 Timeline LPG DORIAN LPG LTD More: the full row for DORIAN LPG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 5,100 shares; 2024Q1: 5,100 shares; 2024Q2: 5,100 shares; 2024Q3: 5,100 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares 500 $12.2K 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; 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; 2025Q2: 1,000 shares 1,000 $12.1K 0.01% 0 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 300 shares; 2024Q1: 300 shares; 2024Q2: 300 shares; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares 300 $11.7K 0.01% 0 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 5,064 shares; 2024Q1: 5,064 shares; 2024Q2: not reported; 2024Q3: 162 shares; 2024Q4: 486 shares; 2025Q1: 486 shares; 2025Q2: 486 shares 486 $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; 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; 2025Q2: 1,000 shares 1,000 $11.3K <0.01% 0 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares 200 $11.2K <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; 2023Q3: restricted; 2023Q4: 604 shares; 2024Q1: 604 shares; 2024Q2: 604 shares; 2024Q3: 604 shares; 2024Q4: 604 shares; 2025Q1: 604 shares; 2025Q2: 604 shares 604 $11.2K <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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 150 shares; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares 150 $11K <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; 2023Q3: restricted; 2023Q4: 430 shares; 2024Q1: 30 shares; 2024Q2: 30 shares; 2024Q3: 30 shares; 2024Q4: 95 shares; 2025Q1: 79 shares; 2025Q2: 39 shares 39 $10.9K <0.01% -40 Timeline