VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 541,184 shares; 2023Q4: 551,516 shares; 2024Q1: 560,623 shares; 2024Q2: 557,744 shares; 2024Q3: 571,625 shares; 2024Q4: 573,156 shares; 2025Q1: 566,206 shares 566,206 $156M 16.24% -6,950 Timeline AVSF AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 10 shares; 2023Q4: 10 shares; 2024Q1: 10 shares; 2024Q2: 10 shares; 2024Q3: 415,092 shares; 2024Q4: 2,625,381 shares; 2025Q1: 2,624,034 shares 2,624,034 $123M 12.8% -1,347 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 87,679 shares; 2023Q4: 106,053 shares; 2024Q1: 114,162 shares; 2024Q2: 113,328 shares; 2024Q3: 343,508 shares; 2024Q4: 1,229,591 shares; 2025Q1: 1,205,444 shares 1,205,444 $78.6M 8.2% -24,147 Timeline AVIV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 89,790 shares; 2023Q4: 106,368 shares; 2024Q1: 108,617 shares; 2024Q2: 107,036 shares; 2024Q3: 263,380 shares; 2024Q4: 1,046,265 shares; 2025Q1: 1,083,086 shares 1,083,086 $61.4M 6.41% +36,821 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 603,421 shares; 2023Q4: 583,161 shares; 2024Q1: 616,821 shares; 2024Q2: 650,571 shares; 2024Q3: 697,867 shares; 2024Q4: 738,944 shares; 2025Q1: 742,521 shares 742,521 $44.1M 4.6% +3,577 Timeline DFGX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 132,093 shares; 2024Q4: 797,937 shares; 2025Q1: 831,148 shares 831,148 $43.4M 4.53% +33,211 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 595,815 shares; 2023Q4: 599,781 shares; 2024Q1: 608,693 shares; 2024Q2: 608,260 shares; 2024Q3: 534,897 shares; 2024Q4: 200,205 shares; 2025Q1: 208,903 shares 208,903 $36.1M 3.77% +8,698 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 441,286 shares; 2023Q4: 445,641 shares; 2024Q1: 449,507 shares; 2024Q2: 449,940 shares; 2024Q3: 469,742 shares; 2024Q4: 488,493 shares; 2025Q1: 500,978 shares 500,978 $34.9M 3.65% +12,485 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 209,619 shares; 2023Q4: 217,332 shares; 2024Q1: 228,480 shares; 2024Q2: 230,186 shares; 2024Q3: 242,620 shares; 2024Q4: 259,901 shares; 2025Q1: 261,497 shares 261,497 $30.2M 3.15% +1,596 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 454,944 shares; 2023Q4: 463,182 shares; 2024Q1: 495,258 shares; 2024Q2: 504,249 shares; 2024Q3: 529,957 shares; 2024Q4: 579,000 shares; 2025Q1: 586,785 shares 586,785 $29.8M 3.11% +7,785 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 328,531 shares; 2023Q4: 326,628 shares; 2024Q1: 327,374 shares; 2024Q2: 328,120 shares; 2024Q3: 335,633 shares; 2024Q4: 340,378 shares; 2025Q1: 332,731 shares 332,731 $29M 3.03% -7,647 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 312,266 shares; 2023Q4: 315,853 shares; 2024Q1: 326,020 shares; 2024Q2: 324,581 shares; 2024Q3: 336,543 shares; 2024Q4: 341,948 shares; 2025Q1: 353,711 shares 353,711 $21.3M 2.22% +11,763 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 332,857 shares; 2023Q4: 335,351 shares; 2024Q1: 362,263 shares; 2024Q2: 371,818 shares; 2024Q3: 387,934 shares; 2024Q4: 427,588 shares; 2025Q1: 426,020 shares 426,020 $19.3M 2.01% -1,568 Timeline AVSC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 62 shares; 2023Q4: 62 shares; 2024Q1: 62 shares; 2024Q2: 24 shares; 2024Q3: 81,873 shares; 2024Q4: 426,111 shares; 2025Q1: 390,435 shares 390,435 $18.9M 1.97% -35,676 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 131,327 shares; 2023Q4: 127,293 shares; 2024Q1: 133,219 shares; 2024Q2: 133,389 shares; 2024Q3: 131,013 shares; 2024Q4: 120,868 shares; 2025Q1: 133,267 shares 133,267 $16.3M 1.7% +12,399 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 246,540 shares; 2023Q4: 244,591 shares; 2024Q1: 237,713 shares; 2024Q2: 233,504 shares; 2024Q3: 223,919 shares; 2024Q4: 650,287 shares; 2025Q1: 624,589 shares 624,589 $13.4M 1.4% -25,698 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 132,524 shares; 2023Q4: 131,627 shares; 2024Q1: 135,209 shares; 2024Q2: 134,596 shares; 2024Q3: 119,607 shares; 2024Q4: 46,471 shares; 2025Q1: 54,761 shares 54,761 $12.1M 1.27% +8,290 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 802,622 shares; 2023Q4: 811,561 shares; 2024Q1: 828,318 shares; 2024Q2: 835,549 shares; 2024Q3: 749,077 shares; 2024Q4: 177,421 shares; 2025Q1: 157,787 shares 157,787 $10.5M 1.09% -19,634 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 40,505 shares; 2023Q4: 42,326 shares; 2024Q1: 41,522 shares; 2024Q2: 41,123 shares; 2024Q3: 39,667 shares; 2024Q4: 37,788 shares; 2025Q1: 43,253 shares 43,253 $8.06M 0.84% +5,465 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 179,495 shares; 2023Q4: 185,284 shares; 2024Q1: 180,077 shares; 2024Q2: 177,531 shares; 2024Q3: 174,600 shares; 2024Q4: 164,597 shares; 2025Q1: 180,516 shares 180,516 $6.48M 0.68% +15,919 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 119,677 shares; 2023Q4: 118,926 shares; 2024Q1: 118,580 shares; 2024Q2: 117,920 shares; 2024Q3: 111,739 shares; 2024Q4: 105,696 shares; 2025Q1: 105,306 shares 105,306 $6.21M 0.65% -390 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 106,707 shares; 2023Q4: 101,866 shares; 2024Q1: 97,651 shares; 2024Q2: 93,539 shares; 2024Q3: 88,736 shares; 2024Q4: 243,491 shares; 2025Q1: 226,973 shares 226,973 $6.03M 0.63% -16,518 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 64,562 shares; 2023Q4: 68,996 shares; 2024Q1: 68,025 shares; 2024Q2: 67,491 shares; 2024Q3: 66,223 shares; 2024Q4: 63,627 shares; 2025Q1: 63,286 shares 63,286 $5.84M 0.61% -341 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 25,827 shares; 2023Q4: 24,687 shares; 2024Q1: 24,932 shares; 2024Q2: 25,871 shares; 2024Q3: 25,414 shares; 2024Q4: 25,421 shares; 2025Q1: 26,119 shares 26,119 $5.8M 0.61% +698 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,681 shares; 2023Q4: 31,802 shares; 2024Q1: 37,190 shares; 2024Q2: 39,224 shares; 2024Q3: 43,383 shares; 2024Q4: 60,845 shares; 2025Q1: 53,705 shares 53,705 $5.67M 0.59% -7,140 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 60,451 shares; 2023Q4: 56,424 shares; 2024Q1: 45,696 shares; 2024Q2: 43,231 shares; 2024Q3: 37,891 shares; 2024Q4: 38,298 shares; 2025Q1: 37,907 shares 37,907 $5.57M 0.58% -391 Timeline SMB VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 150,471 shares; 2023Q4: 300,581 shares; 2024Q1: 301,418 shares; 2024Q2: 300,571 shares; 2024Q3: 300,432 shares; 2024Q4: 293,041 shares; 2025Q1: 293,041 shares 293,041 $5.02M 0.52% 0 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6 shares 6 $4.79M 0.5% new Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 31,856 shares; 2023Q4: 48,804 shares; 2024Q1: 72,084 shares; 2024Q2: 60,101 shares; 2024Q3: 76,245 shares; 2024Q4: 65,296 shares; 2025Q1: 87,156 shares 87,156 $4.32M 0.45% +21,860 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 6 shares; 2023Q4: 3,883 shares; 2024Q1: 3,883 shares; 2024Q2: 3,883 shares; 2024Q3: 25,909 shares; 2024Q4: 27,090 shares; 2025Q1: 40,868 shares 40,868 $4.11M 0.43% +13,778 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 715,969 shares; 2023Q4: 711,071 shares; 2024Q1: 747,661 shares; 2024Q2: 777,331 shares; 2024Q3: 679,642 shares; 2024Q4: 52,740 shares; 2025Q1: 47,567 shares 47,567 $3.75M 0.39% -5,173 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 35,100 shares; 2023Q4: 48,515 shares; 2024Q1: 49,750 shares; 2024Q2: 50,663 shares; 2024Q3: 51,304 shares; 2024Q4: 46,176 shares; 2025Q1: 47,403 shares 47,403 $3.59M 0.37% +1,227 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 108,163 shares; 2023Q4: 107,318 shares; 2024Q1: 105,868 shares; 2024Q2: 105,018 shares; 2024Q3: 103,193 shares; 2024Q4: 102,184 shares; 2025Q1: 99,234 shares 99,234 $3.59M 0.37% -2,950 Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 57,240 shares; 2023Q4: 58,135 shares; 2024Q1: 57,179 shares; 2024Q2: 55,696 shares; 2024Q3: 55,867 shares; 2024Q4: 58,670 shares; 2025Q1: 52,568 shares 52,568 $3.47M 0.36% -6,102 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 5,291 shares; 2023Q4: 17,058 shares; 2024Q1: 17,399 shares; 2024Q2: 28,449 shares; 2024Q3: 28,369 shares; 2024Q4: 53,240 shares; 2025Q1: 72,279 shares 72,279 $3.44M 0.36% +19,039 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 31,120 shares; 2023Q4: 37,729 shares; 2024Q1: 37,915 shares; 2024Q2: 37,752 shares; 2024Q3: 36,932 shares; 2024Q4: 30,160 shares; 2025Q1: 32,635 shares 32,635 $3.41M 0.36% +2,475 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 20,747 shares; 2025Q1: 70,074 shares 70,074 $3.33M 0.35% +49,327 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 13,023 shares; 2023Q4: 13,164 shares; 2024Q1: 13,164 shares; 2024Q2: 12,852 shares; 2024Q3: 12,769 shares; 2024Q4: 12,580 shares; 2025Q1: 12,429 shares 12,429 $3.19M 0.33% -151 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 72,188 shares; 2023Q4: 82,089 shares; 2024Q1: 78,864 shares; 2024Q2: 76,721 shares; 2024Q3: 73,873 shares; 2024Q4: 52,208 shares; 2025Q1: 59,101 shares 59,101 $3.19M 0.33% +6,893 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 666,046 shares; 2023Q4: 676,513 shares; 2024Q1: 714,403 shares; 2024Q2: 753,253 shares; 2024Q3: 664,856 shares; 2024Q4: 43,377 shares; 2025Q1: 39,014 shares 39,014 $3.05M 0.32% -4,363 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 86,364 shares; 2023Q4: 87,052 shares; 2024Q1: 84,576 shares; 2024Q2: 79,958 shares; 2024Q3: 74,637 shares; 2024Q4: 134,377 shares; 2025Q1: 125,998 shares 125,998 $2.95M 0.31% -8,379 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 136,821 shares; 2023Q4: 130,280 shares; 2024Q1: 127,889 shares; 2024Q2: 122,110 shares; 2024Q3: 118,512 shares; 2024Q4: 106,858 shares; 2025Q1: 97,970 shares 97,970 $2.7M 0.28% -8,888 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 22,878 shares; 2023Q4: 57,987 shares; 2024Q1: 55,851 shares; 2024Q2: 61,555 shares; 2024Q3: 57,105 shares; 2024Q4: 82,390 shares; 2025Q1: 105,555 shares 105,555 $2.62M 0.27% +23,165 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 82,354 shares; 2023Q4: 79,681 shares; 2024Q1: 77,620 shares; 2024Q2: 75,361 shares; 2024Q3: 70,915 shares; 2024Q4: 125,900 shares; 2025Q1: 125,539 shares 125,539 $2.48M 0.26% -361 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 49,713 shares; 2023Q4: 49,076 shares; 2024Q1: 47,612 shares; 2024Q2: 47,109 shares; 2024Q3: 45,989 shares; 2024Q4: 89,798 shares; 2025Q1: 89,097 shares 89,097 $2.44M 0.25% -701 Timeline FNDC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 69,883 shares; 2023Q4: 68,668 shares; 2024Q1: 69,299 shares; 2024Q2: 68,266 shares; 2024Q3: 65,867 shares; 2024Q4: 63,927 shares; 2025Q1: 63,198 shares 63,198 $2.29M 0.24% -729 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 42,694 shares; 2023Q4: 39,915 shares; 2024Q1: 39,849 shares; 2024Q2: 39,291 shares; 2024Q3: 38,866 shares; 2024Q4: 34,900 shares; 2025Q1: 34,739 shares 34,739 $2.21M 0.23% -161 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 5,421 shares; 2023Q4: 5,321 shares; 2024Q1: 5,479 shares; 2024Q2: 5,383 shares; 2024Q3: 5,237 shares; 2024Q4: 5,362 shares; 2025Q1: 5,513 shares 5,513 $2.07M 0.22% +151 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 24,282 shares; 2023Q4: 24,282 shares; 2024Q1: 24,233 shares; 2024Q2: 24,186 shares; 2024Q3: 22,156 shares; 2024Q4: 21,634 shares; 2025Q1: 21,199 shares 21,199 $2.07M 0.22% -435 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 728,047 shares; 2023Q4: 718,182 shares; 2024Q1: 765,667 shares; 2024Q2: 800,048 shares; 2024Q3: 705,217 shares; 2024Q4: 47,331 shares; 2025Q1: 41,810 shares 41,810 $2.04M 0.21% -5,521 Timeline AVSU AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 18,378 shares; 2023Q4: 18,566 shares; 2024Q1: 18,682 shares; 2024Q2: 30,626 shares; 2024Q3: 32,945 shares; 2024Q4: 31,781 shares; 2025Q1: 31,636 shares 31,636 $1.97M 0.21% -145 Timeline AVMU AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 39,559 shares; 2023Q4: 36,052 shares; 2024Q1: 66,972 shares; 2024Q2: 55,348 shares; 2024Q3: 74,644 shares; 2024Q4: 61,903 shares; 2025Q1: 40,069 shares 40,069 $1.82M 0.19% -21,834 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 8,594 shares; 2023Q4: 8,594 shares; 2024Q1: 7,876 shares; 2024Q2: 10,341 shares; 2024Q3: 10,341 shares; 2024Q4: 10,341 shares; 2025Q1: 10,319 shares 10,319 $1.59M 0.17% -22 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 30,784 shares; 2023Q4: 29,397 shares; 2024Q1: 29,314 shares; 2024Q2: 32,227 shares; 2024Q3: 56,965 shares; 2024Q4: 61,234 shares; 2025Q1: 60,710 shares 60,710 $1.52M 0.16% -524 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 45,407 shares; 2023Q4: 57,372 shares; 2024Q1: 57,359 shares; 2024Q2: 57,520 shares; 2024Q3: 58,151 shares; 2024Q4: 60,315 shares; 2025Q1: 57,485 shares 57,485 $1.49M 0.16% -2,830 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 4,359 shares; 2023Q4: 4,360 shares; 2024Q1: 4,149 shares; 2024Q2: 4,029 shares; 2024Q3: 4,029 shares; 2024Q4: 3,765 shares; 2025Q1: 3,667 shares 3,667 $1.32M 0.14% -98 Timeline DTH WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 31,963 shares; 2023Q4: 31,170 shares; 2024Q1: 31,170 shares; 2024Q2: 31,170 shares; 2024Q3: 31,170 shares; 2024Q4: 30,801 shares; 2025Q1: 30,801 shares 30,801 $1.31M 0.14% 0 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 8,354 shares; 2023Q4: 5,987 shares; 2024Q1: 6,086 shares; 2024Q2: 11,740 shares; 2024Q3: 12,040 shares; 2024Q4: 22,945 shares; 2025Q1: 12,113 shares 12,113 $1.28M 0.13% -10,832 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 35,714 shares; 2023Q4: 36,014 shares; 2024Q1: 36,147 shares; 2024Q2: 35,242 shares; 2024Q3: 33,208 shares; 2024Q4: 30,933 shares; 2025Q1: 30,794 shares 30,794 $1.25M 0.13% -139 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 54,534 shares; 2023Q4: 76,716 shares; 2024Q1: 77,903 shares; 2024Q2: 79,135 shares; 2024Q3: 68,106 shares; 2024Q4: 29,211 shares; 2025Q1: 22,322 shares 22,322 $1.12M 0.12% -6,889 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 9,216 shares; 2023Q4: 9,216 shares; 2024Q1: 8,374 shares; 2024Q2: 10,245 shares; 2024Q3: 8,245 shares; 2024Q4: 8,445 shares; 2025Q1: 8,231 shares 8,231 $1.09M 0.11% -214 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 5,991 shares; 2023Q4: 5,311 shares; 2024Q1: 5,311 shares; 2024Q2: 7,482 shares; 2024Q3: 6,881 shares; 2024Q4: 6,481 shares; 2025Q1: 6,481 shares 6,481 $1.01M 0.11% 0 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 422 shares; 2023Q4: 422 shares; 2024Q1: 425 shares; 2024Q2: 959 shares; 2024Q3: 964 shares; 2024Q4: 997 shares; 2025Q1: 998 shares 998 $943K 0.1% +1 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,334 shares; 2023Q4: 2,335 shares; 2024Q1: 2,222 shares; 2024Q2: 2,222 shares; 2024Q3: 2,209 shares; 2024Q4: 1,849 shares; 2025Q1: 1,675 shares 1,675 $936K 0.1% -174 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 20,668 shares; 2023Q4: 41,217 shares; 2024Q1: 38,857 shares; 2024Q2: 47,939 shares; 2024Q3: 42,089 shares; 2024Q4: 25,493 shares; 2025Q1: 16,218 shares 16,218 $810K 0.08% -9,275 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 52,341 shares; 2023Q4: 73,473 shares; 2024Q1: 69,518 shares; 2024Q2: 68,324 shares; 2024Q3: 55,581 shares; 2024Q4: 43,311 shares; 2025Q1: 33,205 shares 33,205 $808K 0.08% -10,106 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,691 shares; 2023Q4: 1,693 shares; 2024Q1: 1,692 shares; 2024Q2: 1,690 shares; 2024Q3: 1,685 shares; 2024Q4: 1,684 shares; 2025Q1: 1,683 shares 1,683 $789K 0.08% -1 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,762 shares; 2023Q4: 2,762 shares; 2024Q1: 2,667 shares; 2024Q2: 2,565 shares; 2024Q3: 2,429 shares; 2024Q4: 2,346 shares; 2025Q1: 2,259 shares 2,259 $788K 0.08% -87 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 8,680 shares; 2023Q4: 8,680 shares; 2024Q1: 8,570 shares; 2024Q2: 8,708 shares; 2024Q3: 8,501 shares; 2024Q4: 8,536 shares; 2025Q1: 8,501 shares 8,501 $785K 0.08% -35 Timeline AVSD AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 6,221 shares; 2023Q4: 6,253 shares; 2024Q1: 6,568 shares; 2024Q2: 9,941 shares; 2024Q3: 11,634 shares; 2024Q4: 12,821 shares; 2025Q1: 12,769 shares 12,769 $765K 0.08% -52 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 3,953 shares; 2023Q4: 3,453 shares; 2024Q1: 3,895 shares; 2024Q2: 3,898 shares; 2024Q3: 3,878 shares; 2024Q4: 3,880 shares; 2025Q1: 3,882 shares 3,882 $738K 0.08% +2 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 11,050 shares; 2024Q3: 9,196 shares; 2024Q4: 9,530 shares; 2025Q1: 9,457 shares 9,457 $719K 0.08% -73 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,302 shares; 2023Q4: 1,155 shares; 2024Q1: 1,154 shares; 2024Q2: 1,589 shares; 2024Q3: 1,405 shares; 2024Q4: 1,367 shares; 2025Q1: 1,367 shares 1,367 $715K 0.07% 0 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 804 shares; 2023Q4: 804 shares; 2024Q1: 816 shares; 2024Q2: 816 shares; 2024Q3: 826 shares; 2024Q4: 826 shares; 2025Q1: 856 shares 856 $707K 0.07% +30 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 17,896 shares; 2023Q4: 17,483 shares; 2024Q1: 17,483 shares; 2024Q2: 17,488 shares; 2024Q3: 17,599 shares; 2024Q4: 16,455 shares; 2025Q1: 17,700 shares 17,700 $696K 0.07% +1,245 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 172,190 shares; 2023Q4: 32,459 shares; 2024Q1: 43,645 shares; 2024Q2: 34,596 shares; 2024Q3: 38,447 shares; 2024Q4: 29,726 shares; 2025Q1: 14,624 shares 14,624 $696K 0.07% -15,102 Timeline BGRN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 11,014 shares; 2023Q4: 10,132 shares; 2024Q1: 9,085 shares; 2024Q2: 9,604 shares; 2024Q3: 14,071 shares; 2024Q4: 13,732 shares; 2025Q1: 14,459 shares 14,459 $684K 0.07% +727 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 3,668 shares; 2023Q4: 3,646 shares; 2024Q1: 3,490 shares; 2024Q2: 3,490 shares; 2024Q3: 3,490 shares; 2024Q4: 3,490 shares; 2025Q1: 3,490 shares 3,490 $677K 0.07% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 4,078 shares; 2023Q4: 4,159 shares; 2024Q1: 3,992 shares; 2024Q2: 3,992 shares; 2024Q3: 3,505 shares; 2024Q4: 3,554 shares; 2025Q1: 2,594 shares 2,594 $657K 0.07% -960 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,993 shares; 2023Q4: 1,993 shares; 2024Q1: 1,993 shares; 2024Q2: 1,988 shares; 2024Q3: 1,988 shares; 2024Q4: 1,988 shares; 2025Q1: 1,988 shares 1,988 $614K 0.06% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,331 shares; 2023Q4: 1,256 shares; 2024Q1: 1,256 shares; 2024Q2: 1,256 shares; 2024Q3: 1,256 shares; 2024Q4: 1,256 shares; 2025Q1: 1,256 shares 1,256 $589K 0.06% 0 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,857 shares; 2023Q4: 1,927 shares; 2024Q1: 3,244 shares; 2024Q2: 3,554 shares; 2024Q3: 3,287 shares; 2024Q4: 5,803 shares; 2025Q1: 5,955 shares 5,955 $589K 0.06% +152 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 633 shares; 2023Q4: 500 shares; 2024Q1: 500 shares; 2024Q2: 1,352 shares; 2024Q3: 1,352 shares; 2024Q4: 1,402 shares; 2025Q1: 1,453 shares 1,453 $532K 0.06% +51 Timeline AVES AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 11,558 shares; 2023Q4: 11,618 shares; 2024Q1: 11,392 shares; 2024Q2: 11,392 shares; 2024Q3: 11,392 shares; 2024Q4: 11,200 shares; 2025Q1: 11,200 shares 11,200 $528K 0.06% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 3,007 shares; 2023Q4: 2,947 shares; 2024Q1: 2,925 shares; 2024Q2: 2,925 shares; 2024Q3: 2,884 shares; 2024Q4: 2,884 shares; 2025Q1: 2,759 shares 2,759 $519K 0.05% -125 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 10 shares; 2023Q4: 15,425 shares; 2024Q1: 15,424 shares; 2024Q2: 15,617 shares; 2024Q3: 15,616 shares; 2024Q4: 15,613 shares; 2025Q1: 17,013 shares 17,013 $495K 0.05% +1,400 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 967 shares; 2023Q4: 928 shares; 2024Q1: 943 shares; 2024Q2: 943 shares; 2024Q3: 963 shares; 2024Q4: 951 shares; 2025Q1: 949 shares 949 $487K 0.05% -2 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 455 shares; 2023Q4: 286 shares; 2024Q1: 388 shares; 2024Q2: 4,713 shares; 2024Q3: 4,623 shares; 2024Q4: 4,653 shares; 2025Q1: 4,424 shares 4,424 $479K 0.05% -229 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 8,281 shares; 2023Q4: 8,532 shares; 2024Q1: 8,506 shares; 2024Q2: 8,491 shares; 2024Q3: 8,175 shares; 2024Q4: 8,175 shares; 2025Q1: 7,699 shares 7,699 $467K 0.05% -476 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 9,773 shares; 2023Q4: 9,735 shares; 2024Q1: 9,633 shares; 2024Q2: 9,633 shares; 2024Q3: 8,021 shares; 2024Q4: 8,021 shares; 2025Q1: 7,812 shares 7,812 $466K 0.05% -209 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,954 shares; 2023Q4: 1,954 shares; 2024Q1: 1,954 shares; 2024Q2: 1,694 shares; 2024Q3: 1,694 shares; 2024Q4: 1,694 shares; 2025Q1: 1,446 shares 1,446 $459K 0.05% -248 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,550 shares; 2023Q4: 1,550 shares; 2024Q1: 1,550 shares; 2024Q2: 1,550 shares; 2024Q3: 1,550 shares; 2024Q4: 1,625 shares; 2025Q1: 1,735 shares 1,735 $458K 0.05% +110 Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,476 shares 4,476 $452K 0.05% new Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 920 shares; 2023Q4: 920 shares; 2024Q1: 920 shares; 2024Q2: 1,357 shares; 2024Q3: 1,357 shares; 2024Q4: 1,357 shares; 2025Q1: 1,260 shares 1,260 $441K 0.05% -97 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 805 shares; 2023Q4: 3,973 shares; 2024Q1: 3,828 shares; 2024Q2: 3,872 shares; 2024Q3: 4,122 shares; 2024Q4: 3,472 shares; 2025Q1: 3,609 shares 3,609 $426K 0.04% +137 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 7,486 shares; 2023Q4: 7,486 shares; 2024Q1: 7,486 shares; 2024Q2: 7,486 shares; 2024Q3: 7,486 shares; 2024Q4: 6,786 shares; 2025Q1: 5,936 shares 5,936 $403K 0.04% -850 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 5,728 shares; 2023Q4: 5,728 shares; 2024Q1: 5,728 shares; 2024Q2: 5,728 shares; 2024Q3: 5,728 shares; 2024Q4: 5,315 shares; 2025Q1: 4,565 shares 4,565 $376K 0.04% -750 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 4,621 shares; 2023Q4: 4,621 shares; 2024Q1: 4,621 shares; 2024Q2: 4,621 shares; 2024Q3: 4,621 shares; 2024Q4: 5,221 shares; 2025Q1: 5,278 shares 5,278 $373K 0.04% +57 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 7,980 shares; 2023Q4: 7,648 shares; 2024Q1: 7,606 shares; 2024Q2: 7,559 shares; 2024Q3: 9,956 shares; 2024Q4: 9,233 shares; 2025Q1: 9,272 shares 9,272 $356K 0.04% +39 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 3,166 shares; 2023Q4: 3,485 shares; 2024Q1: 3,485 shares; 2024Q2: 2,666 shares; 2024Q3: 2,433 shares; 2024Q4: 2,011 shares; 2025Q1: 2,011 shares 2,011 $347K 0.04% 0 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 3,019 shares; 2023Q4: 2,952 shares; 2024Q1: 2,952 shares; 2024Q2: 2,960 shares; 2024Q3: 2,960 shares; 2024Q4: 2,960 shares; 2025Q1: 2,879 shares 2,879 $333K 0.03% -81 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,587 shares; 2023Q4: 2,587 shares; 2024Q1: 2,587 shares; 2024Q2: 2,587 shares; 2024Q3: 2,587 shares; 2024Q4: 2,587 shares; 2025Q1: 2,587 shares 2,587 $333K 0.03% 0 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,439 shares; 2023Q4: 1,000 shares; 2024Q1: 1,000 shares; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares; 2024Q4: 1,300 shares; 2025Q1: 1,350 shares 1,350 $331K 0.03% +50 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 3,870 shares; 2023Q4: 3,920 shares; 2024Q1: 3,913 shares; 2024Q2: 3,452 shares; 2024Q3: 3,694 shares; 2024Q4: 3,984 shares; 2025Q1: 3,972 shares 3,972 $324K 0.03% -12 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 7,473 shares; 2023Q4: 7,016 shares; 2024Q1: 3,964 shares; 2024Q2: 3,981 shares; 2024Q3: 3,967 shares; 2024Q4: 3,573 shares; 2025Q1: 3,598 shares 3,598 $323K 0.03% +25 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 5,553 shares; 2023Q4: 4,800 shares; 2024Q1: 4,800 shares; 2024Q2: 4,800 shares; 2024Q3: 4,800 shares; 2024Q4: 4,800 shares; 2025Q1: 4,800 shares 4,800 $321K 0.03% 0 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 6,480 shares; 2023Q4: 6,480 shares; 2024Q1: 6,480 shares; 2024Q2: 6,155 shares; 2024Q3: 6,110 shares; 2024Q4: 6,110 shares; 2025Q1: 6,090 shares 6,090 $313K 0.03% -20 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 363 shares; 2023Q4: 363 shares; 2024Q1: 363 shares; 2024Q2: 2,091 shares; 2024Q3: 1,728 shares; 2024Q4: 1,728 shares; 2025Q1: 1,728 shares 1,728 $303K 0.03% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,224 shares; 2023Q4: 1,224 shares; 2024Q1: 1,224 shares; 2024Q2: 1,590 shares; 2024Q3: 1,575 shares; 2024Q4: 1,575 shares; 2025Q1: 1,423 shares 1,423 $283K 0.03% -152 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 3,460 shares; 2023Q4: 2,492 shares; 2024Q1: 2,492 shares; 2024Q2: 3,542 shares; 2024Q3: 3,542 shares; 2024Q4: 3,542 shares; 2025Q1: 3,542 shares 3,542 $274K 0.03% 0 Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 735 shares; 2023Q4: 735 shares; 2024Q1: 819 shares; 2024Q2: 819 shares; 2024Q3: 819 shares; 2024Q4: 2,900 shares; 2025Q1: 2,729 shares 2,729 $264K 0.03% -171 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 3,473 shares; 2023Q4: 3,473 shares; 2024Q1: 3,342 shares; 2024Q2: 12,342 shares; 2024Q3: 3,343 shares; 2024Q4: 3,994 shares; 2025Q1: 4,145 shares 4,145 $255K 0.03% +151 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,136 shares; 2023Q4: 1,136 shares; 2024Q1: 1,136 shares; 2024Q2: 1,336 shares; 2024Q3: 1,336 shares; 2024Q4: 1,216 shares; 2025Q1: 2,046 shares 2,046 $243K 0.03% +830 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 920 shares; 2023Q4: 1,429 shares; 2024Q1: 1,429 shares; 2024Q2: 5,422 shares; 2024Q3: 1,422 shares; 2024Q4: 1,422 shares; 2025Q1: 1,344 shares 1,344 $224K 0.02% -78 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 566 shares; 2023Q4: 566 shares; 2024Q1: 576 shares; 2024Q2: 576 shares; 2024Q3: 576 shares; 2024Q4: 576 shares; 2025Q1: 576 shares 576 $214K 0.02% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 1,519 shares; 2024Q1: 1,519 shares; 2024Q2: 1,519 shares; 2024Q3: 1,519 shares; 2024Q4: 1,519 shares; 2025Q1: 1,569 shares 1,569 $207K 0.02% +50 Timeline AVSE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,964 shares; 2023Q4: 1,964 shares; 2024Q1: 1,985 shares; 2024Q2: 2,253 shares; 2024Q3: 2,801 shares; 2024Q4: 4,041 shares; 2025Q1: 4,002 shares 4,002 $205K 0.02% -39 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 8,538 shares; 2023Q4: 8,538 shares; 2024Q1: 8,188 shares; 2024Q2: 7,788 shares; 2024Q3: 7,788 shares; 2024Q4: 7,788 shares; 2025Q1: 6,367 shares 6,367 $196K 0.02% -1,421 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,200 shares; 2023Q4: 1,200 shares; 2024Q1: 1,200 shares; 2024Q2: 1,200 shares; 2024Q3: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares 1,200 $190K 0.02% 0 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,075 shares; 2023Q4: 1,075 shares; 2024Q1: 969 shares; 2024Q2: 778 shares; 2024Q3: 778 shares; 2024Q4: 778 shares; 2025Q1: 778 shares 778 $190K 0.02% 0 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,555 shares; 2023Q4: 1,482 shares; 2024Q1: 1,342 shares; 2024Q2: 4,742 shares; 2024Q3: 1,342 shares; 2024Q4: 1,237 shares; 2025Q1: 1,143 shares 1,143 $189K 0.02% -94 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 3,068 shares; 2023Q4: 3,068 shares; 2024Q1: 3,068 shares; 2024Q2: 3,054 shares; 2024Q3: 3,054 shares; 2024Q4: 3,054 shares; 2025Q1: 3,054 shares 3,054 $182K 0.02% 0 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 400 shares; 2023Q4: 400 shares; 2024Q1: 400 shares; 2024Q2: 400 shares; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares 400 $181K 0.02% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 577 shares; 2024Q3: 577 shares; 2024Q4: 577 shares; 2025Q1: 577 shares 577 $180K 0.02% 0 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,700 shares; 2023Q4: 1,700 shares; 2024Q1: 1,905 shares; 2024Q2: 1,905 shares; 2024Q3: 1,905 shares; 2024Q4: 8,154 shares; 2025Q1: 7,614 shares 7,614 $175K 0.02% -540 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,900 shares; 2023Q4: 2,900 shares; 2024Q1: 2,900 shares; 2024Q2: 2,900 shares; 2024Q3: 2,900 shares; 2024Q4: 2,900 shares; 2025Q1: 2,900 shares 2,900 $173K 0.02% 0 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,812 shares; 2024Q2: 2,047 shares; 2024Q3: 2,270 shares; 2024Q4: 1,976 shares; 2025Q1: 2,560 shares 2,560 $168K 0.02% +584 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 4,307 shares; 2023Q4: 4,509 shares; 2024Q1: 4,795 shares; 2024Q2: 4,975 shares; 2024Q3: 4,596 shares; 2024Q4: 4,891 shares; 2025Q1: 4,802 shares 4,802 $167K 0.02% -89 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 881 shares; 2023Q4: 728 shares; 2024Q1: 732 shares; 2024Q2: 813 shares; 2024Q3: 634 shares; 2024Q4: 627 shares; 2025Q1: 627 shares 627 $162K 0.02% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 782 shares; 2023Q4: 568 shares; 2024Q1: 412 shares; 2024Q2: 412 shares; 2024Q3: 412 shares; 2024Q4: 452 shares; 2025Q1: 452 shares 452 $159K 0.02% 0 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 3,165 shares; 2023Q4: 3,165 shares; 2024Q1: 3,165 shares; 2024Q2: 3,165 shares; 2024Q3: 3,190 shares; 2024Q4: 3,601 shares; 2025Q1: 3,131 shares 3,131 $159K 0.02% -470 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,048 shares; 2023Q4: 1,049 shares; 2024Q1: 1,050 shares; 2024Q2: 5,255 shares; 2024Q3: 1,097 shares; 2024Q4: 1,097 shares; 2025Q1: 895 shares 895 $152K 0.02% -202 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 414 shares; 2023Q4: 458 shares; 2024Q1: 458 shares; 2024Q2: 439 shares; 2024Q3: 426 shares; 2024Q4: 409 shares; 2025Q1: 409 shares 409 $151K 0.02% 0 Timeline ELF E L F BEAUTY INC More: the full row for E L F BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,378 shares; 2024Q2: 2,378 shares; 2024Q3: 2,378 shares; 2024Q4: 2,378 shares; 2025Q1: 2,378 shares 2,378 $149K 0.02% 0 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 522 shares; 2023Q4: 565 shares; 2024Q1: 565 shares; 2024Q2: 565 shares; 2024Q3: 565 shares; 2024Q4: 565 shares; 2025Q1: 565 shares 565 $146K 0.02% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 548 shares; 2023Q4: 318 shares; 2024Q1: 318 shares; 2024Q2: 493 shares; 2024Q3: 568 shares; 2024Q4: 569 shares; 2025Q1: 442 shares 442 $145K 0.02% -127 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,500 shares; 2023Q4: 1,400 shares; 2024Q1: 1,400 shares; 2024Q2: 1,414 shares; 2024Q3: 1,400 shares; 2024Q4: 1,414 shares; 2025Q1: 1,414 shares 1,414 $139K 0.01% 0 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,275 shares; 2023Q4: 2,275 shares; 2024Q1: 2,275 shares; 2024Q2: 2,275 shares; 2024Q3: 2,275 shares; 2024Q4: 2,275 shares; 2025Q1: 2,275 shares 2,275 $137K 0.01% 0 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 482 shares; 2023Q4: 482 shares; 2024Q1: 482 shares; 2024Q2: 482 shares; 2024Q3: 482 shares; 2024Q4: 482 shares; 2025Q1: 482 shares 482 $136K 0.01% 0 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 573 shares; 2023Q4: 573 shares; 2024Q1: 574 shares; 2024Q2: 570 shares; 2024Q3: 570 shares; 2024Q4: 570 shares; 2025Q1: 531 shares 531 $132K 0.01% -39 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,090 shares; 2024Q3: 1,090 shares; 2024Q4: 1,090 shares; 2025Q1: 1,090 shares 1,090 $132K 0.01% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 148 shares; 2023Q4: 148 shares; 2024Q1: 595 shares; 2024Q2: 597 shares; 2024Q3: 580 shares; 2024Q4: 1,360 shares; 2025Q1: 1,511 shares 1,511 $132K 0.01% +151 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,767 shares; 2023Q4: 1,963 shares; 2024Q1: 1,963 shares; 2024Q2: 1,938 shares; 2024Q3: 1,887 shares; 2024Q4: 1,887 shares; 2025Q1: 1,627 shares 1,627 $132K 0.01% -260 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 14 shares; 2023Q4: 39 shares; 2024Q1: 43 shares; 2024Q2: 83 shares; 2024Q3: 1,031 shares; 2024Q4: 732 shares; 2025Q1: 739 shares 739 $123K 0.01% +7 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,200 shares; 2023Q4: 1,200 shares; 2024Q1: 1,200 shares; 2024Q2: 11,200 shares; 2024Q3: 3,000 shares; 2024Q4: 1,347 shares; 2025Q1: 1,347 shares 1,347 $123K 0.01% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,830 shares; 2023Q4: 2,830 shares; 2024Q1: 2,830 shares; 2024Q2: 2,830 shares; 2024Q3: 2,830 shares; 2024Q4: 2,830 shares; 2025Q1: 2,830 shares 2,830 $123K 0.01% 0 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,673 shares; 2023Q4: 2,673 shares; 2024Q1: 2,673 shares; 2024Q2: 2,700 shares; 2024Q3: 2,700 shares; 2024Q4: 2,944 shares; 2025Q1: 2,944 shares 2,944 $121K 0.01% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 516 shares; 2023Q4: 440 shares; 2024Q1: 440 shares; 2024Q2: 440 shares; 2024Q3: 440 shares; 2024Q4: 440 shares; 2025Q1: 440 shares 440 $118K 0.01% 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; 2023Q2: restricted; 2023Q3: 2,679 shares; 2023Q4: 4,561 shares; 2024Q1: 4,540 shares; 2024Q2: 4,540 shares; 2024Q3: 3,316 shares; 2024Q4: 1,598 shares; 2025Q1: 1,419 shares 1,419 $117K 0.01% -179 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 10 shares; 2024Q2: 10 shares; 2024Q3: 10 shares; 2024Q4: 510 shares; 2025Q1: 710 shares 710 $117K 0.01% +200 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,185 shares; 2023Q4: 1,345 shares; 2024Q1: 1,346 shares; 2024Q2: 1,348 shares; 2024Q3: 1,349 shares; 2024Q4: 1,547 shares; 2025Q1: 1,549 shares 1,549 $112K 0.01% +2 Timeline CRBN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 581 shares; 2023Q4: 581 shares; 2024Q1: 581 shares; 2024Q2: 581 shares; 2024Q3: 581 shares; 2024Q4: 581 shares; 2025Q1: 581 shares 581 $111K 0.01% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 332 shares; 2023Q4: 332 shares; 2024Q1: 332 shares; 2024Q2: 532 shares; 2024Q3: 532 shares; 2024Q4: 532 shares; 2025Q1: 532 shares 532 $110K 0.01% 0 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,034 shares; 2023Q4: 1,034 shares; 2024Q1: 1,034 shares; 2024Q2: 1,034 shares; 2024Q3: 1,034 shares; 2024Q4: 1,034 shares; 2025Q1: 1,034 shares 1,034 $105K 0.01% 0 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 134 shares; 2023Q4: 134 shares; 2024Q1: 134 shares; 2024Q2: 265 shares; 2024Q3: 265 shares; 2024Q4: 265 shares; 2025Q1: 446 shares 446 $104K 0.01% +181 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 700 shares; 2023Q4: 450 shares; 2024Q1: 450 shares; 2024Q2: 300 shares; 2024Q3: 300 shares; 2024Q4: 600 shares; 2025Q1: 600 shares 600 $102K 0.01% 0 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares 3,000 $102K 0.01% 0 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,000 shares; 2023Q4: 1,000 shares; 2024Q1: 1,000 shares; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares 1,000 $99K 0.01% 0 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,700 shares; 2023Q4: 2,700 shares; 2024Q1: 2,700 shares; 2024Q2: 2,700 shares; 2024Q3: 2,700 shares; 2024Q4: 2,700 shares; 2025Q1: 2,700 shares 2,700 $97K 0.01% 0 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,803 shares; 2023Q4: 1,803 shares; 2024Q1: 1,783 shares; 2024Q2: 1,783 shares; 2024Q3: 2,133 shares; 2024Q4: 2,133 shares; 2025Q1: 2,133 shares 2,133 $92K 0.01% 0 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 2,767 shares; 2024Q1: 2,769 shares; 2024Q2: 2,772 shares; 2024Q3: 2,773 shares; 2024Q4: 2,774 shares; 2025Q1: 2,776 shares 2,776 $82K 0.01% +2 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 375 shares; 2024Q3: 375 shares; 2024Q4: 375 shares; 2025Q1: 375 shares 375 $82K 0.01% 0 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 300 shares; 2023Q4: 300 shares; 2024Q1: 300 shares; 2024Q2: 300 shares; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares 300 $81K 0.01% 0 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 168 shares; 2023Q4: 118 shares; 2024Q1: 137 shares; 2024Q2: 137 shares; 2024Q3: 137 shares; 2024Q4: 137 shares; 2025Q1: 140 shares 140 $80K 0.01% +3 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,531 shares; 2023Q4: 2,232 shares; 2024Q1: 2,161 shares; 2024Q2: 2,141 shares; 2024Q3: 2,141 shares; 2024Q4: 2,141 shares; 2025Q1: 3,159 shares 3,159 $80K 0.01% +1,018 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,515 shares; 2023Q4: 1,715 shares; 2024Q1: 1,715 shares; 2024Q2: 1,715 shares; 2024Q3: 1,715 shares; 2024Q4: 1,715 shares; 2025Q1: 1,715 shares 1,715 $80K 0.01% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,600 shares; 2023Q4: 1,600 shares; 2024Q1: 1,384 shares; 2024Q2: 11,384 shares; 2024Q3: 1,792 shares; 2024Q4: 1,342 shares; 2025Q1: 1,742 shares 1,742 $79K 0.01% +400 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 305 shares; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: 4,200 shares; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 250 shares 250 $78K 0.01% +50 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,210 shares; 2023Q4: 1,060 shares; 2024Q1: 1,060 shares; 2024Q2: 1,060 shares; 2024Q3: 1,060 shares; 2024Q4: 1,176 shares; 2025Q1: 1,003 shares 1,003 $78K 0.01% -173 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,535 shares; 2023Q4: 1,838 shares; 2024Q1: 1,662 shares; 2024Q2: 2,072 shares; 2024Q3: 2,120 shares; 2024Q4: 2,120 shares; 2025Q1: 2,120 shares 2,120 $77K 0.01% 0 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,471 shares; 2023Q4: 2,471 shares; 2024Q1: 2,471 shares; 2024Q2: 2,471 shares; 2024Q3: 2,471 shares; 2024Q4: 2,471 shares; 2025Q1: 2,471 shares 2,471 $74K 0.01% 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; 2023Q2: restricted; 2023Q3: 615 shares; 2023Q4: 500 shares; 2024Q1: 500 shares; 2024Q2: 500 shares; 2024Q3: 500 shares; 2024Q4: 745 shares; 2025Q1: 500 shares 500 $74K 0.01% -245 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 225 shares; 2024Q3: 225 shares; 2024Q4: 225 shares; 2025Q1: 135 shares 135 $72K 0.01% -90 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 229 shares; 2023Q4: 229 shares; 2024Q1: 229 shares; 2024Q2: 229 shares; 2024Q3: 229 shares; 2024Q4: 229 shares; 2025Q1: 229 shares 229 $69K 0.01% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,022 shares; 2023Q4: 2,022 shares; 2024Q1: 2,032 shares; 2024Q2: 2,047 shares; 2024Q3: 1,732 shares; 2024Q4: 1,471 shares; 2025Q1: 1,079 shares 1,079 $68K 0.01% -392 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,434 shares; 2023Q4: 2,434 shares; 2024Q1: 2,434 shares; 2024Q2: 2,434 shares; 2024Q3: 2,434 shares; 2024Q4: 2,434 shares; 2025Q1: 2,434 shares 2,434 $67K 0.01% 0 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 388 shares; 2023Q4: 388 shares; 2024Q1: 388 shares; 2024Q2: 388 shares; 2024Q3: 388 shares; 2024Q4: 364 shares; 2025Q1: 364 shares 364 $66K 0.01% 0 Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 382 shares; 2023Q4: 382 shares; 2024Q1: 382 shares; 2024Q2: 382 shares; 2024Q3: 382 shares; 2024Q4: 382 shares; 2025Q1: 382 shares 382 $66K 0.01% 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; 2023Q2: restricted; 2023Q3: 406 shares; 2023Q4: 406 shares; 2024Q1: 406 shares; 2024Q2: 823 shares; 2024Q3: 807 shares; 2024Q4: 808 shares; 2025Q1: 908 shares 908 $65K 0.01% +100 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 295 shares; 2023Q4: 295 shares; 2024Q1: 1,475 shares; 2024Q2: 1,475 shares; 2024Q3: 1,475 shares; 2024Q4: 1,405 shares; 2025Q1: 1,130 shares 1,130 $65K 0.01% -275 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,550 shares; 2023Q4: 1,550 shares; 2024Q1: 1,549 shares; 2024Q2: 1,548 shares; 2024Q3: 1,504 shares; 2024Q4: 1,504 shares; 2025Q1: 1,527 shares 1,527 $64K 0.01% +23 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 113 shares; 2024Q3: 113 shares; 2024Q4: 113 shares; 2025Q1: 113 shares 113 $63K 0.01% 0 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,669 shares; 2023Q4: 1,648 shares; 2024Q1: 2,494 shares; 2024Q2: 2,369 shares; 2024Q3: 2,257 shares; 2024Q4: 1,586 shares; 2025Q1: 1,498 shares 1,498 $61K 0.01% -88 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 180 shares; 2023Q4: 180 shares; 2024Q1: 180 shares; 2024Q2: 120 shares; 2024Q3: 120 shares; 2024Q4: 120 shares; 2025Q1: 120 shares 120 $59K 0.01% 0 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 703 shares; 2023Q4: 707 shares; 2024Q1: 700 shares; 2024Q2: 700 shares; 2024Q3: 700 shares; 2024Q4: 1,193 shares; 2025Q1: 1,193 shares 1,193 $57K 0.01% 0 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 291 shares; 2023Q4: 291 shares; 2024Q1: 291 shares; 2024Q2: 291 shares; 2024Q3: 291 shares; 2024Q4: 455 shares; 2025Q1: 457 shares 457 $55K 0.01% +2 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 125 shares; 2023Q4: 83 shares; 2024Q1: 82 shares; 2024Q2: 82 shares; 2024Q3: 82 shares; 2024Q4: 179 shares; 2025Q1: 163 shares 163 $50K 0.01% -16 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 888 shares; 2024Q2: 1,032 shares; 2024Q3: 1,059 shares; 2024Q4: 1,001 shares; 2025Q1: 995 shares 995 $50K 0.01% -6 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 262 shares; 2023Q4: 262 shares; 2024Q1: 262 shares; 2024Q2: 262 shares; 2024Q3: 262 shares; 2024Q4: 262 shares; 2025Q1: 262 shares 262 $49K 0.01% 0 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 603 shares; 2023Q4: 603 shares; 2024Q1: 603 shares; 2024Q2: 603 shares; 2024Q3: 603 shares; 2024Q4: 603 shares; 2025Q1: 603 shares 603 $49K 0.01% 0 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 225 shares; 2023Q4: 225 shares; 2024Q1: 376 shares; 2024Q2: 411 shares; 2024Q3: 378 shares; 2024Q4: 829 shares; 2025Q1: 675 shares 675 $49K 0.01% -154 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,268 shares; 2023Q4: 1,273 shares; 2024Q1: 1,279 shares; 2024Q2: 1,295 shares; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares 800 $48K 0.01% 0 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 145 shares; 2023Q4: 145 shares; 2024Q1: 145 shares; 2024Q2: 145 shares; 2024Q3: 145 shares; 2024Q4: 100 shares; 2025Q1: 100 shares 100 $48K 0.01% 0 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 699 shares; 2023Q4: 728 shares; 2024Q1: 513 shares; 2024Q2: 584 shares; 2024Q3: 601 shares; 2024Q4: 640 shares; 2025Q1: 520 shares 520 $47K <0.01% -120 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 383 shares; 2023Q4: 383 shares; 2024Q1: 383 shares; 2024Q2: 383 shares; 2024Q3: 383 shares; 2024Q4: 383 shares; 2025Q1: 383 shares 383 $47K <0.01% 0 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 103 shares; 2023Q4: 103 shares; 2024Q1: 103 shares; 2024Q2: 103 shares; 2024Q3: 103 shares; 2024Q4: 103 shares; 2025Q1: 103 shares 103 $46K <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; 2023Q2: restricted; 2023Q3: 692 shares; 2023Q4: 692 shares; 2024Q1: 692 shares; 2024Q2: 692 shares; 2024Q3: 692 shares; 2024Q4: 692 shares; 2025Q1: 692 shares 692 $46K <0.01% 0 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 448 shares; 2023Q4: 448 shares; 2024Q1: 448 shares; 2024Q2: 448 shares; 2024Q3: 448 shares; 2024Q4: 448 shares; 2025Q1: 448 shares 448 $45K <0.01% 0 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 250 shares; 2023Q4: 250 shares; 2024Q1: 250 shares; 2024Q2: 250 shares; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares 250 $43K <0.01% 0 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 499 shares; 2024Q1: 499 shares; 2024Q2: 499 shares; 2024Q3: 499 shares; 2024Q4: 499 shares; 2025Q1: 499 shares 499 $42K <0.01% 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; 2023Q2: restricted; 2023Q3: 143 shares; 2023Q4: 143 shares; 2024Q1: 144 shares; 2024Q2: 141 shares; 2024Q3: 409 shares; 2024Q4: 410 shares; 2025Q1: 412 shares 412 $42K <0.01% +2 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 444 shares; 2023Q4: 444 shares; 2024Q1: 444 shares; 2024Q2: 444 shares; 2024Q3: 444 shares; 2024Q4: 444 shares; 2025Q1: 444 shares 444 $41K <0.01% 0 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 150 shares; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares 150 $39K <0.01% 0 Timeline SPYX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 798 shares; 2023Q4: 798 shares; 2024Q1: 798 shares; 2024Q2: 798 shares; 2024Q3: 798 shares; 2024Q4: 798 shares; 2025Q1: 798 shares 798 $36K <0.01% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 400 shares; 2023Q4: 400 shares; 2024Q1: 400 shares; 2024Q2: 400 shares; 2024Q3: 400 shares; 2024Q4: 760 shares; 2025Q1: 483 shares 483 $36K <0.01% -277 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 150 shares; 2025Q1: 150 shares 150 $35K <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; 2023Q2: restricted; 2023Q3: 792 shares; 2023Q4: 792 shares; 2024Q1: 792 shares; 2024Q2: 772 shares; 2024Q3: 772 shares; 2024Q4: 772 shares; 2025Q1: 378 shares 378 $35K <0.01% -394 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares 1,000 $35K <0.01% 0 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 202 shares; 2023Q4: 202 shares; 2024Q1: 202 shares; 2024Q2: 202 shares; 2024Q3: 202 shares; 2024Q4: 202 shares; 2025Q1: 202 shares 202 $34K <0.01% 0 Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 608 shares; 2023Q4: 608 shares; 2024Q1: 608 shares; 2024Q2: 608 shares; 2024Q3: 608 shares; 2024Q4: 608 shares; 2025Q1: 608 shares 608 $33K <0.01% 0 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,001 shares; 2023Q4: 1,001 shares; 2024Q1: 1,001 shares; 2024Q2: 1,001 shares; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares 1,000 $33K <0.01% 0 Timeline FCN FTI CONSULTING INC More: the full row for FTI CONSULTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 100 shares; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares 200 $32K <0.01% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 600 shares; 2024Q3: 890 shares; 2024Q4: 790 shares; 2025Q1: 1,398 shares 1,398 $31K <0.01% +608 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 505 shares; 2023Q4: 506 shares; 2024Q1: 506 shares; 2024Q2: 507 shares; 2024Q3: 507 shares; 2024Q4: 508 shares; 2025Q1: 508 shares 508 $31K <0.01% 0 Timeline FIBK FIRST INTST BANCSYSTEM INC More: the full row for FIRST INTST BANCSYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,100 shares; 2023Q4: 1,100 shares; 2024Q1: 1,100 shares; 2024Q2: 1,100 shares; 2024Q3: 1,100 shares; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares 1,100 $31K <0.01% 0 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 235 shares; 2023Q4: 235 shares; 2024Q1: 235 shares; 2024Q2: 235 shares; 2024Q3: 243 shares; 2024Q4: 243 shares; 2025Q1: 243 shares 243 $30K <0.01% 0 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 956 shares; 2023Q4: 956 shares; 2024Q1: 956 shares; 2024Q2: 956 shares; 2024Q3: 914 shares; 2024Q4: 914 shares; 2025Q1: 914 shares 914 $29K <0.01% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 264 shares; 2023Q4: 264 shares; 2024Q1: 264 shares; 2024Q2: 264 shares; 2024Q3: 264 shares; 2024Q4: 264 shares; 2025Q1: 264 shares 264 $27K <0.01% 0 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 100 shares; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 199 shares; 2024Q3: 100 shares; 2024Q4: 500 shares; 2025Q1: 500 shares 500 $27K <0.01% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,107 shares; 2023Q4: 1,107 shares; 2024Q1: 1,107 shares; 2024Q2: 1,087 shares; 2024Q3: 1,087 shares; 2024Q4: 1,087 shares; 2025Q1: 384 shares 384 $26K <0.01% -703 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 376 shares; 2023Q4: 376 shares; 2024Q1: 376 shares; 2024Q2: 376 shares; 2024Q3: 376 shares; 2024Q4: 376 shares; 2025Q1: 376 shares 376 $26K <0.01% 0 Timeline AX AXOS FINANCIAL INC More: the full row for AXOS FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 400 shares; 2023Q4: 400 shares; 2024Q1: 400 shares; 2024Q2: 400 shares; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares 400 $25K <0.01% 0 Timeline STPZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 728 shares; 2023Q4: 477 shares; 2024Q1: 477 shares; 2024Q2: 477 shares; 2024Q3: 477 shares; 2024Q4: 477 shares; 2025Q1: 477 shares 477 $25K <0.01% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 294 shares; 2023Q4: 294 shares; 2024Q1: 294 shares; 2024Q2: 294 shares; 2024Q3: 294 shares; 2024Q4: 294 shares; 2025Q1: 294 shares 294 $23K <0.01% 0 Timeline ROCK GIBRALTAR INDS INC More: the full row for GIBRALTAR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 816 shares; 2023Q4: 408 shares; 2024Q1: 408 shares; 2024Q2: 408 shares; 2024Q3: 408 shares; 2024Q4: 408 shares; 2025Q1: 408 shares 408 $23K <0.01% 0 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 295 shares; 2023Q4: 102 shares; 2024Q1: 108 shares; 2024Q2: 108 shares; 2024Q3: 108 shares; 2024Q4: 106 shares; 2025Q1: 106 shares 106 $22K <0.01% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 48 shares; 2023Q4: 48 shares; 2024Q1: 48 shares; 2024Q2: 48 shares; 2024Q3: 48 shares; 2024Q4: 48 shares; 2025Q1: 48 shares 48 $22K <0.01% 0 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 304 shares; 2023Q4: 304 shares; 2024Q1: 254 shares; 2024Q2: 254 shares; 2024Q3: 258 shares; 2024Q4: 807 shares; 2025Q1: 815 shares 815 $22K <0.01% +8 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 204 shares; 2023Q4: 239 shares; 2024Q1: 252 shares; 2024Q2: 259 shares; 2024Q3: 254 shares; 2024Q4: 167 shares; 2025Q1: 176 shares 176 $22K <0.01% +9 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 317 shares; 2023Q4: 317 shares; 2024Q1: 317 shares; 2024Q2: 302 shares; 2024Q3: 302 shares; 2024Q4: 302 shares; 2025Q1: 109 shares 109 $22K <0.01% -193 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 162 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares 200 $22K <0.01% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 10 shares; 2025Q1: 23 shares 23 $21K <0.01% +13 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 497 shares; 2023Q4: 310 shares; 2024Q1: 310 shares; 2024Q2: 310 shares; 2024Q3: 310 shares; 2024Q4: 310 shares; 2025Q1: 310 shares 310 $21K <0.01% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 626 shares; 2023Q4: 216 shares; 2024Q1: 216 shares; 2024Q2: 216 shares; 2024Q3: 216 shares; 2024Q4: 216 shares; 2025Q1: 216 shares 216 $21K <0.01% 0 Timeline GNW GENWORTH FINL INC More: the full row for GENWORTH FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 3,000 shares; 2023Q4: 3,000 shares; 2024Q1: 3,000 shares; 2024Q2: 3,000 shares; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares 3,000 $21K <0.01% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 500 shares; 2023Q4: 500 shares; 2024Q1: 501 shares; 2024Q2: 501 shares; 2024Q3: 501 shares; 2024Q4: 502 shares; 2025Q1: 502 shares 502 $20K <0.01% 0 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 75 shares; 2024Q3: 75 shares; 2024Q4: 75 shares; 2025Q1: 75 shares 75 $20K <0.01% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 41 shares; 2023Q4: 41 shares; 2024Q1: 41 shares; 2024Q2: 41 shares; 2024Q3: 41 shares; 2024Q4: 41 shares; 2025Q1: 41 shares 41 $20K <0.01% 0 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 754 shares; 2023Q4: 733 shares; 2024Q1: 689 shares; 2024Q2: 689 shares; 2024Q3: 546 shares; 2024Q4: 540 shares; 2025Q1: 516 shares 516 $20K <0.01% -24 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 8,849 shares; 2023Q4: 8,511 shares; 2024Q1: 8,552 shares; 2024Q2: 677 shares; 2024Q3: 639 shares; 2024Q4: 278 shares; 2025Q1: 278 shares 278 $20K <0.01% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 860 shares; 2023Q4: 862 shares; 2024Q1: 842 shares; 2024Q2: 843 shares; 2024Q3: 1,239 shares; 2024Q4: 245 shares; 2025Q1: 291 shares 291 $20K <0.01% +46 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 386 shares; 2023Q4: 430 shares; 2024Q1: 198 shares; 2024Q2: 230 shares; 2024Q3: 244 shares; 2024Q4: 253 shares; 2025Q1: 202 shares 202 $20K <0.01% -51 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 200 shares 200 $20K <0.01% -300 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 338 shares 338 $20K <0.01% new Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 200 shares; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: 200 shares; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares 200 $19K <0.01% 0 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 755 shares 755 $18K <0.01% new Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 399 shares; 2024Q4: 400 shares; 2025Q1: 400 shares 400 $18K <0.01% 0 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 279 shares; 2024Q2: 318 shares; 2024Q3: 341 shares; 2024Q4: 349 shares; 2025Q1: 372 shares 372 $18K <0.01% +23 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 322 shares; 2023Q4: 322 shares; 2024Q1: 322 shares; 2024Q2: 322 shares; 2024Q3: 322 shares; 2024Q4: 322 shares; 2025Q1: 322 shares 322 $18K <0.01% 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; 2023Q2: restricted; 2023Q3: 63 shares; 2023Q4: 63 shares; 2024Q1: 63 shares; 2024Q2: 63 shares; 2024Q3: 63 shares; 2024Q4: 63 shares; 2025Q1: 63 shares 63 $17K <0.01% 0 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 203 shares; 2023Q4: 138 shares; 2024Q1: 138 shares; 2024Q2: 3,138 shares; 2024Q3: 138 shares; 2024Q4: 138 shares; 2025Q1: 188 shares 188 $16K <0.01% +50 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 150 shares; 2023Q4: 150 shares; 2024Q1: 150 shares; 2024Q2: 150 shares; 2024Q3: 150 shares; 2024Q4: 420 shares; 2025Q1: 150 shares 150 $16K <0.01% -270 Timeline FLUT FLUTTER ENTMT PLC More: the full row for FLUTTER ENTMT PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 75 shares; 2024Q2: 75 shares; 2024Q3: 75 shares; 2024Q4: 75 shares; 2025Q1: 75 shares 75 $16K <0.01% 0 Timeline ANF ABERCROMBIE & FITCH CO More: the full row for ABERCROMBIE & FITCH CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 52 shares; 2023Q4: 30 shares; 2024Q1: 145 shares; 2024Q2: 52 shares; 2024Q3: 53 shares; 2024Q4: 53 shares; 2025Q1: 213 shares 213 $16K <0.01% +160 Timeline BYRN BYRNA TECHNOLOGIES INC More: the full row for BYRNA TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,000 shares; 2023Q4: 1,000 shares; 2024Q1: 1,000 shares; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares 1,000 $16K <0.01% 0 Timeline MCS MARCUS CORP DEL More: the full row for MARCUS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares 1,000 $16K <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; 2023Q2: restricted; 2023Q3: 1,667 shares; 2023Q4: 265 shares; 2024Q1: 265 shares; 2024Q2: 265 shares; 2024Q3: 265 shares; 2024Q4: 265 shares; 2025Q1: 254 shares 254 $15K <0.01% -11 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 205 shares; 2023Q4: 205 shares; 2024Q1: 205 shares; 2024Q2: 205 shares; 2024Q3: 205 shares; 2024Q4: 205 shares; 2025Q1: 205 shares 205 $15K <0.01% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 193 shares; 2023Q4: 84 shares; 2024Q1: 84 shares; 2024Q2: 79 shares; 2024Q3: 79 shares; 2024Q4: 79 shares; 2025Q1: 79 shares 79 $15K <0.01% 0 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 516 shares; 2023Q4: 440 shares; 2024Q1: 440 shares; 2024Q2: 440 shares; 2024Q3: 440 shares; 2024Q4: 440 shares; 2025Q1: 440 shares 440 $15K <0.01% 0 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 227 shares; 2023Q4: 227 shares; 2024Q1: 227 shares; 2024Q2: 227 shares; 2024Q3: 227 shares; 2024Q4: 227 shares; 2025Q1: 227 shares 227 $14K <0.01% 0 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 125 shares; 2023Q4: 125 shares; 2024Q1: 125 shares; 2024Q2: 125 shares; 2024Q3: 125 shares; 2024Q4: 225 shares; 2025Q1: 125 shares 125 $14K <0.01% -100 Timeline PTEN PATTERSON-UTI ENERGY INC More: the full row for PATTERSON-UTI ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,767 shares; 2023Q4: 1,767 shares; 2024Q1: 1,767 shares; 2024Q2: 1,767 shares; 2024Q3: 1,767 shares; 2024Q4: 1,767 shares; 2025Q1: 1,767 shares 1,767 $14K <0.01% 0 Timeline FULC FULCRUM THERAPEUTICS INC More: the full row for FULCRUM THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 5,000 shares; 2023Q4: 5,000 shares; 2024Q1: 5,000 shares; 2024Q2: 5,000 shares; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares 5,000 $14K <0.01% 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; 2023Q2: restricted; 2023Q3: 50 shares; 2023Q4: 50 shares; 2024Q1: 50 shares; 2024Q2: 50 shares; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares 50 $13K <0.01% 0 Timeline UPST UPSTART HLDGS INC More: the full row for UPSTART HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares 300 $13K <0.01% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 200 shares; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: 200 shares; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares 200 $12K <0.01% 0 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 162 shares; 2024Q1: 162 shares; 2024Q2: 162 shares; 2024Q3: 162 shares; 2024Q4: 162 shares; 2025Q1: 162 shares 162 $12K <0.01% 0 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 129 shares; 2023Q4: 129 shares; 2024Q1: 139 shares; 2024Q2: 139 shares; 2024Q3: 139 shares; 2024Q4: 139 shares; 2025Q1: 95 shares 95 $12K <0.01% -44 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 113 shares; 2023Q4: 113 shares; 2024Q1: 113 shares; 2024Q2: 113 shares; 2024Q3: 113 shares; 2024Q4: 113 shares; 2025Q1: 113 shares 113 $12K <0.01% 0 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,309 shares; 2023Q4: 1,309 shares; 2024Q1: 1,309 shares; 2024Q2: 1,309 shares; 2024Q3: 1,309 shares; 2024Q4: 1,309 shares; 2025Q1: 1,309 shares 1,309 $12K <0.01% 0 Timeline DORM DORMAN PRODS INC More: the full row for DORMAN PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 100 shares; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares 100 $12K <0.01% 0 Timeline WSBC WESBANCO INC More: the full row for WESBANCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 410 shares; 2023Q4: 410 shares; 2024Q1: 410 shares; 2024Q2: 410 shares; 2024Q3: 410 shares; 2024Q4: 410 shares; 2025Q1: 410 shares 410 $12K <0.01% 0 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 49 shares; 2023Q4: 49 shares; 2024Q1: 49 shares; 2024Q2: 49 shares; 2024Q3: 49 shares; 2024Q4: 49 shares; 2025Q1: 49 shares 49 $11K <0.01% 0 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 582 shares; 2023Q4: 254 shares; 2024Q1: 254 shares; 2024Q2: 242 shares; 2024Q3: 242 shares; 2024Q4: 242 shares; 2025Q1: 242 shares 242 $11K <0.01% 0 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 252 shares; 2023Q4: 253 shares; 2024Q1: 287 shares; 2024Q2: 297 shares; 2024Q3: 297 shares; 2024Q4: 309 shares; 2025Q1: 359 shares 359 $11K <0.01% +50 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 113 shares; 2023Q4: 113 shares; 2024Q1: 113 shares; 2024Q2: 113 shares; 2024Q3: 113 shares; 2024Q4: 113 shares; 2025Q1: 113 shares 113 $11K <0.01% 0 Timeline IPGP IPG PHOTONICS CORP More: the full row for IPG PHOTONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 190 shares; 2023Q4: 190 shares; 2024Q1: 190 shares; 2024Q2: 190 shares; 2024Q3: 190 shares; 2024Q4: 190 shares; 2025Q1: 190 shares 190 $11K <0.01% 0 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,066 shares; 2023Q4: 799 shares; 2024Q1: 799 shares; 2024Q2: 533 shares; 2024Q3: 533 shares; 2024Q4: 533 shares; 2025Q1: 533 shares 533 $10K <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; 2023Q2: restricted; 2023Q3: 100 shares; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 100 shares; 2024Q4: 400 shares; 2025Q1: 400 shares 400 $10K <0.01% 0 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 84 shares; 2023Q4: 84 shares; 2024Q1: 84 shares; 2024Q2: 84 shares; 2024Q3: 84 shares; 2024Q4: 84 shares; 2025Q1: 84 shares 84 $10K <0.01% 0 Timeline FMS FRESENIUS MEDICAL CARE AG More: the full row for FRESENIUS MEDICAL CARE AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 418 shares; 2023Q4: 418 shares; 2024Q1: 418 shares; 2024Q2: 418 shares; 2024Q3: 418 shares; 2024Q4: 418 shares; 2025Q1: 418 shares 418 $10K <0.01% 0 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 979 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 306 shares; 2024Q4: 306 shares; 2025Q1: 306 shares 306 $10K <0.01% 0 Timeline NORDSTROM INC NORDSTROM INC More: the full row for NORDSTROM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 418 shares; 2023Q4: 418 shares; 2024Q1: 418 shares; 2024Q2: 418 shares; 2024Q3: 418 shares; 2024Q4: 418 shares; 2025Q1: 418 shares 418 $10K <0.01% 0 BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 129 shares; 2023Q4: 129 shares; 2024Q1: 129 shares; 2024Q2: 57 shares; 2024Q3: 57 shares; 2024Q4: 57 shares; 2025Q1: 57 shares 57 $9K <0.01% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 34 shares; 2023Q4: 34 shares; 2024Q1: 34 shares; 2024Q2: 35 shares; 2024Q3: 34 shares; 2024Q4: 46 shares; 2025Q1: 46 shares 46 $9K <0.01% 0 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 119 shares; 2023Q4: 119 shares; 2024Q1: 119 shares; 2024Q2: 119 shares; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares 100 $9K <0.01% 0 Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 72 shares; 2023Q4: 72 shares; 2024Q1: 72 shares; 2024Q2: 72 shares; 2024Q3: 72 shares; 2024Q4: 72 shares; 2025Q1: 72 shares 72 $9K <0.01% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,635 shares; 2023Q4: 960 shares; 2024Q1: 960 shares; 2024Q2: 954 shares; 2024Q3: 454 shares; 2024Q4: 524 shares; 2025Q1: 41 shares 41 $8K <0.01% -483 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 100 shares; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares 100 $8K <0.01% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 942 shares; 2023Q4: 943 shares; 2024Q1: 892 shares; 2024Q2: 893 shares; 2024Q3: 874 shares; 2024Q4: 874 shares; 2025Q1: 874 shares 874 $8K <0.01% 0 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 221 shares; 2023Q4: 221 shares; 2024Q1: 221 shares; 2024Q2: 221 shares; 2024Q3: 221 shares; 2024Q4: 221 shares; 2025Q1: 221 shares 221 $8K <0.01% 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; 2023Q2: restricted; 2023Q3: 192 shares; 2023Q4: 192 shares; 2024Q1: 192 shares; 2024Q2: 192 shares; 2024Q3: 692 shares; 2024Q4: 192 shares; 2025Q1: 192 shares 192 $7K <0.01% 0 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 79 shares 79 $7K <0.01% new Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 12 shares; 2023Q4: 12 shares; 2024Q1: 12 shares; 2024Q2: 12 shares; 2024Q3: 12 shares; 2024Q4: 12 shares; 2025Q1: 12 shares 12 $7K <0.01% 0 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 146 shares; 2023Q4: 146 shares; 2024Q1: 146 shares; 2024Q2: 146 shares; 2024Q3: 146 shares; 2024Q4: 146 shares; 2025Q1: 135 shares 135 $7K <0.01% -11 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 271 shares 271 $7K <0.01% new Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 375 shares; 2023Q4: 375 shares; 2024Q1: 375 shares; 2024Q2: 375 shares; 2024Q3: 375 shares; 2024Q4: 375 shares; 2025Q1: 375 shares 375 $7K <0.01% 0 Timeline EGY VAALCO ENERGY INC More: the full row for VAALCO ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,000 shares; 2023Q4: 2,000 shares; 2024Q1: 2,000 shares; 2024Q2: 2,000 shares; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares 2,000 $7K <0.01% 0 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; 2023Q2: restricted; 2023Q3: 40 shares; 2023Q4: 40 shares; 2024Q1: 40 shares; 2024Q2: 40 shares; 2024Q3: 25 shares; 2024Q4: 26 shares; 2025Q1: 33 shares 33 $6K <0.01% +7 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 46 shares; 2023Q4: 46 shares; 2024Q1: 46 shares; 2024Q2: 46 shares; 2024Q3: 46 shares; 2024Q4: 46 shares; 2025Q1: 46 shares 46 $6K <0.01% 0 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18 shares 18 $6K <0.01% new Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 206 shares; 2024Q3: 206 shares; 2024Q4: 206 shares; 2025Q1: 206 shares 206 $6K <0.01% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 10 shares; 2024Q2: 10 shares; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares 10 $5K <0.01% 0 Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 300 shares; 2023Q4: 300 shares; 2024Q1: 300 shares; 2024Q2: 300 shares; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares 300 $5K <0.01% 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; 2023Q2: restricted; 2023Q3: 102 shares; 2023Q4: 102 shares; 2024Q1: 102 shares; 2024Q2: 102 shares; 2024Q3: 102 shares; 2024Q4: 102 shares; 2025Q1: 102 shares 102 $5K <0.01% 0 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 200 shares; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: 200 shares; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares 200 $5K <0.01% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 8 shares; 2024Q2: 8 shares; 2024Q3: 8 shares; 2024Q4: 8 shares; 2025Q1: 8 shares 8 $4K <0.01% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 64 shares; 2023Q4: 64 shares; 2024Q1: 64 shares; 2024Q2: 64 shares; 2024Q3: 55 shares; 2024Q4: 58 shares; 2025Q1: 58 shares 58 $4K <0.01% 0 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 36 shares; 2023Q4: 36 shares; 2024Q1: 36 shares; 2024Q2: 36 shares; 2024Q3: 36 shares; 2024Q4: 36 shares; 2025Q1: 36 shares 36 $4K <0.01% 0 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 379 shares; 2023Q4: 380 shares; 2024Q1: 380 shares; 2024Q2: 380 shares; 2024Q3: 380 shares; 2024Q4: 380 shares; 2025Q1: 380 shares 380 $4K <0.01% 0 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 30 shares; 2023Q4: 30 shares; 2024Q1: 30 shares; 2024Q2: 30 shares; 2024Q3: 31 shares; 2024Q4: 31 shares; 2025Q1: 31 shares 31 $4K <0.01% 0 Timeline ALE ALLETE INC More: the full row for ALLETE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 72 shares; 2023Q4: 72 shares; 2024Q1: 72 shares; 2024Q2: 72 shares; 2024Q3: 72 shares; 2024Q4: 72 shares; 2025Q1: 72 shares 72 $4K <0.01% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 7 shares; 2024Q3: 7 shares; 2024Q4: 10 shares; 2025Q1: 10 shares 10 $3K <0.01% 0 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 43 shares; 2023Q4: 43 shares; 2024Q1: 43 shares; 2024Q2: 43 shares; 2024Q3: 43 shares; 2024Q4: 43 shares; 2025Q1: 43 shares 43 $3K <0.01% 0 Timeline KNF KNIFE RIVER CORP More: the full row for KNIFE RIVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 43 shares; 2023Q4: 43 shares; 2024Q1: 43 shares; 2024Q2: 43 shares; 2024Q3: 43 shares; 2024Q4: 43 shares; 2025Q1: 43 shares 43 $3K <0.01% 0 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 47 shares; 2023Q4: 47 shares; 2024Q1: 47 shares; 2024Q2: 3,047 shares; 2024Q3: 47 shares; 2024Q4: 47 shares; 2025Q1: 94 shares 94 $3K <0.01% +47 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 400 shares; 2023Q4: 400 shares; 2024Q1: 392 shares; 2024Q2: 392 shares; 2024Q3: 392 shares; 2024Q4: 392 shares; 2025Q1: 392 shares 392 $3K <0.01% 0 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 15 shares; 2025Q1: 15 shares 15 $3K <0.01% 0 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 71 shares 71 $3K <0.01% new Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 42 shares; 2023Q4: 42 shares; 2024Q1: 42 shares; 2024Q2: 42 shares; 2024Q3: 42 shares; 2024Q4: 42 shares; 2025Q1: 42 shares 42 $3K <0.01% 0 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 47 shares; 2023Q4: 47 shares; 2024Q1: 47 shares; 2024Q2: 47 shares; 2024Q3: 47 shares; 2024Q4: 47 shares; 2025Q1: 47 shares 47 $3K <0.01% 0 Timeline EXAS EXACT SCIENCES CORP More: the full row for EXACT SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 620 shares; 2023Q4: 70 shares; 2024Q1: 70 shares; 2024Q2: 70 shares; 2024Q3: 70 shares; 2024Q4: 70 shares; 2025Q1: 70 shares 70 $3K <0.01% 0 Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 44 shares; 2023Q4: 44 shares; 2024Q1: 44 shares; 2024Q2: 44 shares; 2024Q3: 44 shares; 2024Q4: 44 shares; 2025Q1: 44 shares 44 $3K <0.01% 0 Timeline GEM GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 210 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 104 shares; 2024Q4: 104 shares; 2025Q1: 104 shares 104 $3K <0.01% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 29 shares; 2023Q4: 29 shares; 2024Q1: 29 shares; 2024Q2: 29 shares; 2024Q3: 29 shares; 2024Q4: 29 shares; 2025Q1: 29 shares 29 $2K <0.01% 0 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 5 shares; 2024Q4: 25 shares; 2025Q1: 40 shares 40 $2K <0.01% +15 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 945 shares; 2023Q4: 945 shares; 2024Q1: 1,045 shares; 2024Q2: 945 shares; 2024Q3: 45 shares; 2024Q4: 45 shares; 2025Q1: 45 shares 45 $2K <0.01% 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; 2023Q2: restricted; 2023Q3: 432 shares; 2023Q4: 333 shares; 2024Q1: 7 shares; 2024Q2: not reported; 2024Q3: 15 shares; 2024Q4: 15 shares; 2025Q1: 15 shares 15 $2K <0.01% 0 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 93 shares; 2023Q4: 49 shares; 2024Q1: 49 shares; 2024Q2: 47 shares; 2024Q3: 41 shares; 2024Q4: 41 shares; 2025Q1: 41 shares 41 $2K <0.01% 0 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 35 shares; 2023Q4: 35 shares; 2024Q1: 35 shares; 2024Q2: 35 shares; 2024Q3: 35 shares; 2024Q4: 35 shares; 2025Q1: 35 shares 35 $2K <0.01% 0 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 73 shares; 2023Q4: 73 shares; 2024Q1: 73 shares; 2024Q2: 68 shares; 2024Q3: 68 shares; 2024Q4: 68 shares; 2025Q1: 25 shares 25 $2K <0.01% -43 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 35 shares; 2023Q4: 35 shares; 2024Q1: 35 shares; 2024Q2: 35 shares; 2024Q3: 35 shares; 2024Q4: 35 shares; 2025Q1: 35 shares 35 $2K <0.01% 0 Timeline MLRG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 36 shares; 2023Q4: 36 shares; 2024Q1: 36 shares; 2024Q2: 36 shares; 2024Q3: 36 shares; 2024Q4: 36 shares; 2025Q1: 36 shares 36 $2K <0.01% 0 Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 81 shares; 2023Q4: 81 shares; 2024Q1: 80 shares; 2024Q2: 80 shares; 2024Q3: 80 shares; 2024Q4: 80 shares; 2025Q1: 80 shares 80 $2K <0.01% 0 Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 175 shares; 2023Q4: 175 shares; 2024Q1: 175 shares; 2024Q2: 175 shares; 2024Q3: 175 shares; 2024Q4: 175 shares; 2025Q1: 175 shares 175 $2K <0.01% 0 Timeline MLCO MELCO RESORTS AND ENTMNT LTD More: the full row for MELCO RESORTS AND ENTMNT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 500 shares; 2023Q4: 500 shares; 2024Q1: 500 shares; 2024Q2: 500 shares; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares 500 $2K <0.01% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,553 shares; 2023Q4: 1,253 shares; 2024Q1: 53 shares; 2024Q2: 10,053 shares; 2024Q3: 2,803 shares; 2024Q4: 53 shares; 2025Q1: 53 shares 53 $1K <0.01% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 10 shares; 2024Q2: 10 shares; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares 10 $1K <0.01% 0 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4 shares; 2024Q4: 7 shares; 2025Q1: 7 shares 7 $1K <0.01% 0 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 9 shares; 2023Q4: 9 shares; 2024Q1: 9 shares; 2024Q2: 9 shares; 2024Q3: 9 shares; 2024Q4: 9 shares; 2025Q1: 9 shares 9 $1K <0.01% 0 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 64 shares; 2023Q4: 64 shares; 2024Q1: 64 shares; 2024Q2: 64 shares; 2024Q3: 64 shares; 2024Q4: 64 shares; 2025Q1: 64 shares 64 $1K <0.01% 0 Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 15 shares; 2023Q4: 15 shares; 2024Q1: 15 shares; 2024Q2: 15 shares; 2024Q3: 15 shares; 2024Q4: 15 shares; 2025Q1: 15 shares 15 $1K <0.01% 0 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 72 shares; 2023Q4: 72 shares; 2024Q1: 72 shares; 2024Q2: 72 shares; 2024Q3: 72 shares; 2024Q4: 72 shares; 2025Q1: 72 shares 72 $1K <0.01% 0 Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 43 shares; 2025Q1: 43 shares 43 $1K <0.01% 0 Timeline PARAMOUNT GLOBAL PARAMOUNT GLOBAL More: the full row for PARAMOUNT GLOBAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 137 shares; 2023Q4: 137 shares; 2024Q1: 137 shares; 2024Q2: 137 shares; 2024Q3: 137 shares; 2024Q4: 137 shares; 2025Q1: 137 shares 137 $1K <0.01% 0 GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 7 shares; 2024Q2: 10 shares; 2024Q3: 15 shares; 2024Q4: 22 shares; 2025Q1: 22 shares 22 $1K <0.01% 0 Timeline BHF BRIGHTHOUSE FINL INC More: the full row for BRIGHTHOUSE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 23 shares; 2023Q4: 23 shares; 2024Q1: 23 shares; 2024Q2: 23 shares; 2024Q3: 23 shares; 2024Q4: 23 shares; 2025Q1: 23 shares 23 $1K <0.01% 0 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 59 shares; 2023Q4: 59 shares; 2024Q1: 59 shares; 2024Q2: 59 shares; 2024Q3: 59 shares; 2024Q4: 59 shares; 2025Q1: 59 shares 59 $1K <0.01% 0 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 7 shares; 2023Q4: 7 shares; 2024Q1: 7 shares; 2024Q2: 7 shares; 2024Q3: 7 shares; 2024Q4: 7 shares; 2025Q1: 7 shares 7 $0 0% 0 Value filed as zero, left out of ratios. Timeline AVDS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 10 shares; 2023Q4: 10 shares; 2024Q1: 10 shares; 2024Q2: 10 shares; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares 10 $0 0% 0 Value filed as zero, left out of ratios. Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 38 shares; 2023Q4: 15 shares; 2024Q1: 15 shares; 2024Q2: 15 shares; 2024Q3: 15 shares; 2024Q4: 15 shares; 2025Q1: 15 shares 15 $0 0% 0 Value filed as zero, left out of ratios. Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 28 shares; 2023Q4: 28 shares; 2024Q1: 28 shares; 2024Q2: 0 shares; 2024Q3: 0 shares; 2024Q4: 0 shares; 2025Q1: 0 shares 0 $0 0% 0 Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Timeline GRAB GRAB HOLDINGS LIMITED More: the full row for GRAB HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 60 shares; 2025Q1: 60 shares 60 $0 0% 0 Value filed as zero, left out of ratios. Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares 1 $0 0% new Value filed as zero, left out of ratios. Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 10 shares; 2024Q1: 10 shares; 2024Q2: 10 shares; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares 10 $0 0% 0 Value filed as zero, left out of ratios. Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 5 shares; 2023Q4: 5 shares; 2024Q1: 5 shares; 2024Q2: 5 shares; 2024Q3: 5 shares; 2024Q4: 9 shares; 2025Q1: 9 shares 9 $0 0% 0 Value filed as zero, left out of ratios. Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 8 shares; 2023Q4: 8 shares; 2024Q1: 8 shares; 2024Q2: 8 shares; 2024Q3: 8 shares; 2024Q4: 8 shares; 2025Q1: 8 shares 8 $0 0% 0 Value filed as zero, left out of ratios. Timeline FVRR FIVERR INTL LTD More: the full row for FIVERR INTL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 25 shares; 2023Q4: 25 shares; 2024Q1: 25 shares; 2024Q2: 25 shares; 2024Q3: 25 shares; 2024Q4: 25 shares; 2025Q1: 25 shares 25 $0 0% 0 Value filed as zero, left out of ratios. Timeline WDS WOODSIDE ENERGY GROUP LTD More: the full row for WOODSIDE ENERGY GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25 shares 25 $0 0% new Value filed as zero, left out of ratios. Timeline PCRX PACIRA BIOSCIENCES INC More: the full row for PACIRA BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 5 shares; 2023Q4: 5 shares; 2024Q1: 5 shares; 2024Q2: 5 shares; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 5 shares 5 $0 0% 0 Value filed as zero, left out of ratios. Timeline OGN ORGANON & CO More: the full row for ORGANON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 13 shares; 2023Q4: 13 shares; 2024Q1: 13 shares; 2024Q2: 13 shares; 2024Q3: 13 shares; 2024Q4: 13 shares; 2025Q1: 13 shares 13 $0 0% 0 Value filed as zero, left out of ratios. Timeline CC CHEMOURS CO More: the full row for CHEMOURS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 16 shares; 2023Q4: 16 shares; 2024Q1: 16 shares; 2024Q2: 16 shares; 2024Q3: 16 shares; 2024Q4: 16 shares; 2025Q1: 16 shares 16 $0 0% 0 Value filed as zero, left out of ratios. Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 84 shares; 2023Q4: 12 shares; 2024Q1: 12 shares; 2024Q2: 12 shares; 2024Q3: 677 shares; 2024Q4: 12 shares; 2025Q1: 12 shares 12 $0 0% 0 Value filed as zero, left out of ratios. Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1 shares; 2023Q4: 1 shares; 2024Q1: 1 shares; 2024Q2: 1 shares; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares 1 $0 0% 0 Value filed as zero, left out of ratios. Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 10 shares; 2024Q2: 10 shares; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares 10 $0 0% 0 Value filed as zero, left out of ratios. Timeline UWMC UWM HOLDINGS CORPORATION More: the full row for UWM HOLDINGS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 10 shares; 2023Q4: 10 shares; 2024Q1: 10 shares; 2024Q2: 10 shares; 2024Q3: 10 shares; 2024Q4: 11 shares; 2025Q1: 11 shares 11 $0 0% 0 Value filed as zero, left out of ratios. Timeline LUCID GROUP INC LUCID GROUP INC More: the full row for LUCID GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 5 shares; 2023Q4: 5 shares; 2024Q1: 5 shares; 2024Q2: 5 shares; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 5 shares 5 $0 0% 0 Value filed as zero, left out of ratios. BITO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 50 shares; 2023Q4: 50 shares; 2024Q1: 50 shares; 2024Q2: 50 shares; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares 50 $0 0% 0 Value filed as zero, left out of ratios. 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; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 12 shares; 2025Q1: 12 shares 12 $0 0% 0 Value filed as zero, left out of ratios. Timeline UNITED STATES STL CORP NEW UNITED STATES STL CORP NEW More: the full row for UNITED STATES STL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 4 shares; 2023Q4: 4 shares; 2024Q1: 4 shares; 2024Q2: 4 shares; 2024Q3: 4 shares; 2024Q4: 4 shares; 2025Q1: 4 shares 4 $0 0% 0 Value filed as zero, left out of ratios. ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 154 shares; 2023Q4: 1 shares; 2024Q1: 1 shares; 2024Q2: 1 shares; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares 1 $0 0% 0 Value filed as zero, left out of ratios. Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 100 shares; 2025Q1: 100 shares 100 $0 0% 0 Value filed as zero, left out of ratios. Timeline SES SES AI CORPORATION More: the full row for SES AI CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 250 shares; 2023Q4: 250 shares; 2024Q1: 250 shares; 2024Q2: 250 shares; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares 250 $0 0% 0 Value filed as zero, left out of ratios. Timeline PHIN PHINIA INC More: the full row for PHINIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 12 shares; 2023Q4: 12 shares; 2024Q1: 12 shares; 2024Q2: 12 shares; 2024Q3: 12 shares; 2024Q4: 12 shares; 2025Q1: 12 shares 12 $0 0% 0 Value filed as zero, left out of ratios. Timeline GSSC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 57 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 11 shares; 2024Q4: 11 shares; 2025Q1: 11 shares 11 $0 0% 0 Value filed as zero, left out of ratios. Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 7 shares; 2023Q4: 7 shares; 2024Q1: 7 shares; 2024Q2: 7 shares; 2024Q3: 7 shares; 2024Q4: 7 shares; 2025Q1: 7 shares 7 $0 0% 0 Value filed as zero, left out of ratios. Timeline WALGREENS BOOTS ALLIANCE INC WALGREENS BOOTS ALLIANCE INC More: the full row for WALGREENS BOOTS ALLIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2 shares; 2023Q4: 2 shares; 2024Q1: 2 shares; 2024Q2: 2 shares; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares 2 $0 0% 0 Value filed as zero, left out of ratios. BARRICK GOLD CORP BARRICK GOLD CORP More: the full row for BARRICK GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 15 shares; 2023Q4: 15 shares; 2024Q1: 15 shares; 2024Q2: 15 shares; 2024Q3: 15 shares; 2024Q4: 15 shares; 2025Q1: 15 shares 15 $0 0% 0 Value filed as zero, left out of ratios. QBIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30 shares 30 $0 0% new Value filed as zero, left out of ratios. Timeline SGMO SANGAMO THERAPEUTICS INC More: the full row for SANGAMO THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 65 shares; 2025Q1: 65 shares 65 $0 0% 0 Value filed as zero, left out of ratios. Timeline MTUS METALLUS INC More: the full row for METALLUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 22 shares; 2023Q4: 22 shares; 2024Q1: 22 shares; 2024Q2: 22 shares; 2024Q3: 22 shares; 2024Q4: 22 shares; 2025Q1: 22 shares 22 $0 0% 0 Value filed as zero, left out of ratios. Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 7 shares; 2025Q1: 11 shares 11 $0 0% +4 Value filed as zero, left out of ratios. Timeline SNDL SNDL INC More: the full row for SNDL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 40 shares; 2024Q3: 40 shares; 2024Q4: 40 shares; 2025Q1: 40 shares 40 $0 0% 0 Value filed as zero, left out of ratios. Timeline VATE INNOVATE CORP More: the full row for INNOVATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares 100 $0 0% 0 Value filed as zero, left out of ratios. Timeline GSEU GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 21 shares; 2024Q4: 21 shares; 2025Q1: 21 shares 21 $0 0% 0 Value filed as zero, left out of ratios. Timeline MINN TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 40 shares; 2025Q1: 40 shares 40 $0 0% 0 Value filed as zero, left out of ratios. Timeline