RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 49,544 shares; 2024Q2: 46,846 shares; 2024Q3: 44,352 shares; 2024Q4: 45,755 shares; 2025Q1: 44,776 shares 44,776 $7.76M 15.11% -979 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 45,444 shares; 2024Q2: 41,951 shares; 2024Q3: 44,023 shares; 2024Q4: 46,163 shares; 2025Q1: 46,959 shares 46,959 $4.8M 9.35% +796 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 128,152 shares; 2024Q2: 126,745 shares; 2024Q3: 126,359 shares; 2024Q4: 129,554 shares; 2025Q1: 129,120 shares 129,120 $3.97M 7.73% -434 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: restricted; 2023Q4: restricted; 2024Q1: 38,183 shares; 2024Q2: 38,183 shares; 2024Q3: 38,183 shares; 2024Q4: 38,183 shares; 2025Q1: 38,183 shares 38,183 $3.01M 5.87% 0 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,362 shares; 2024Q2: 6,086 shares; 2024Q3: 5,308 shares; 2024Q4: 5,853 shares; 2025Q1: 4,542 shares 4,542 $2.54M 4.95% -1,311 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 14,111 shares; 2024Q2: 14,111 shares; 2024Q3: 14,111 shares; 2024Q4: 14,111 shares; 2025Q1: 14,111 shares 14,111 $1.89M 3.69% 0 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: restricted; 2023Q4: restricted; 2024Q1: 9,208 shares; 2024Q2: 9,208 shares; 2024Q3: 9,208 shares; 2024Q4: 9,208 shares; 2025Q1: 58,515 shares 58,515 $1.83M 3.56% +49,307 Timeline CSWC CAPITAL SOUTHWEST CORP More: the full row for CAPITAL SOUTHWEST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 78,460 shares; 2024Q2: 71,184 shares; 2024Q3: 68,658 shares; 2024Q4: 66,939 shares; 2025Q1: 53,623 shares 53,623 $1.2M 2.33% -13,316 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 13,476 shares; 2024Q2: 13,695 shares; 2024Q3: 13,695 shares; 2024Q4: 13,769 shares; 2025Q1: 13,769 shares 13,769 $1.09M 2.12% 0 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: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 3,303 shares; 2024Q3: 3,303 shares; 2024Q4: 10,841 shares; 2025Q1: 11,814 shares 11,814 $1.03M 2.01% +973 Timeline SLM SLM CORP More: the full row for SLM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 34,345 shares; 2024Q2: 34,345 shares; 2024Q3: 34,345 shares; 2024Q4: 34,345 shares; 2025Q1: 34,345 shares 34,345 $1.01M 1.96% 0 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,635 shares; 2024Q2: 2,238 shares; 2024Q3: 2,030 shares; 2024Q4: 2,025 shares; 2025Q1: 1,311 shares 1,311 $698K 1.36% -714 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,482 shares; 2024Q2: 2,726 shares; 2024Q3: 2,410 shares; 2024Q4: 2,482 shares; 2025Q1: 2,151 shares 2,151 $682K 1.33% -331 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,562 shares 22,562 $576K 1.12% new Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,366 shares 11,366 $576K 1.12% new Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 31,788 shares; 2024Q2: 18,862 shares; 2024Q3: 18,862 shares; 2024Q4: 18,896 shares; 2025Q1: 18,896 shares 18,896 $558K 1.09% 0 Timeline NRIM NORTHRIM BANCORP INC More: the full row for NORTHRIM BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 14,093 shares; 2024Q2: 11,418 shares; 2024Q3: 10,933 shares; 2024Q4: 10,921 shares; 2025Q1: 7,328 shares 7,328 $537K 1.05% -3,593 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 23,503 shares; 2024Q2: 19,129 shares; 2024Q3: 15,230 shares; 2024Q4: 13,829 shares; 2025Q1: 9,899 shares 9,899 $530K 1.03% -3,930 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,461 shares; 2024Q2: 6,461 shares; 2024Q3: 6,461 shares; 2024Q4: 6,461 shares; 2025Q1: 6,461 shares 6,461 $513K 1% 0 Timeline PBI PITNEY BOWES INC More: the full row for PITNEY BOWES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 72,758 shares; 2024Q4: 72,847 shares; 2025Q1: 56,646 shares 56,646 $513K 1% -16,201 Timeline MBCN MIDDLEFIELD BANC CORP More: the full row for MIDDLEFIELD BANC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 32,017 shares; 2024Q2: 27,708 shares; 2024Q3: 25,118 shares; 2024Q4: 24,867 shares; 2025Q1: 18,160 shares 18,160 $508K 0.99% -6,707 Timeline SGC SUPERIOR GROUP OF CO INC More: the full row for SUPERIOR GROUP OF CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 75,875 shares; 2024Q2: 56,363 shares; 2024Q3: 53,955 shares; 2024Q4: 53,810 shares; 2025Q1: 44,088 shares 44,088 $482K 0.94% -9,722 Timeline MLR MILLER INDS INC TENN More: the full row for MILLER INDS INC TENN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 16,930 shares; 2024Q2: 12,910 shares; 2024Q3: 12,110 shares; 2024Q4: 12,392 shares; 2025Q1: 11,245 shares 11,245 $476K 0.93% -1,147 Timeline EZPW EZCORP INC More: the full row for EZCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 80,876 shares; 2024Q2: 66,803 shares; 2024Q3: 55,967 shares; 2024Q4: 53,755 shares; 2025Q1: 31,517 shares 31,517 $464K 0.9% -22,238 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 9,256 shares; 2024Q2: 9,256 shares; 2024Q3: 9,256 shares; 2024Q4: 9,160 shares; 2025Q1: 10,005 shares 10,005 $454K 0.88% +845 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: restricted; 2023Q4: restricted; 2024Q1: 3,341 shares; 2024Q2: 3,341 shares; 2024Q3: 7,440 shares; 2024Q4: 3,341 shares; 2025Q1: 3,491 shares 3,491 $450K 0.88% +150 Timeline PATK PATRICK INDS INC More: the full row for PATRICK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 7,453 shares; 2024Q2: 5,589 shares; 2024Q3: 5,004 shares; 2024Q4: 7,585 shares; 2025Q1: 5,314 shares 5,314 $449K 0.88% -2,271 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 11,373 shares; 2024Q2: 11,373 shares; 2024Q3: 11,373 shares; 2024Q4: 11,373 shares; 2025Q1: 11,373 shares 11,373 $436K 0.85% 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: restricted; 2023Q4: restricted; 2024Q1: 1,824 shares; 2024Q2: 2,021 shares; 2024Q3: 2,088 shares; 2024Q4: 2,100 shares; 2025Q1: 2,100 shares 2,100 $419K 0.82% 0 Timeline OZK BANK OZK LITTLE ROCK ARK More: the full row for BANK OZK LITTLE ROCK ARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 17,759 shares; 2024Q2: 13,650 shares; 2024Q3: 12,640 shares; 2024Q4: 12,497 shares; 2025Q1: 9,545 shares 9,545 $415K 0.81% -2,952 Timeline FSTR FOSTER L B CO More: the full row for FOSTER L B CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 25,263 shares; 2024Q4: 25,263 shares; 2025Q1: 20,815 shares 20,815 $410K 0.8% -4,448 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,933 shares; 2024Q2: 2,149 shares; 2024Q3: 2,115 shares; 2024Q4: 2,097 shares; 2025Q1: 860 shares 860 $403K 0.79% -1,237 Timeline ANDE ANDERSONS INC More: the full row for ANDERSONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 15,240 shares; 2024Q2: 12,647 shares; 2024Q3: 11,745 shares; 2024Q4: 8,270 shares; 2025Q1: 9,055 shares 9,055 $389K 0.76% +785 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: restricted; 2023Q4: restricted; 2024Q1: 3,000 shares; 2024Q2: 5,579 shares; 2024Q3: 15,960 shares; 2024Q4: 5,239 shares; 2025Q1: 7,587 shares 7,587 $384K 0.75% +2,348 Timeline ALCO ALICO INC More: the full row for ALICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 27,797 shares; 2024Q2: 22,354 shares; 2024Q3: 19,577 shares; 2024Q4: 18,614 shares; 2025Q1: 12,870 shares 12,870 $384K 0.75% -5,744 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 7,284 shares; 2024Q2: 7,288 shares; 2024Q3: 7,288 shares; 2024Q4: 7,395 shares; 2025Q1: 8,736 shares 8,736 $359K 0.7% +1,341 Timeline CHRD CHORD ENERGY CORPORATION More: the full row for CHORD ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,589 shares; 2024Q4: not reported; 2025Q1: 3,150 shares 3,150 $355K 0.69% new Timeline BCO BRINKS CO More: the full row for BRINKS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 5,118 shares; 2024Q4: 5,127 shares; 2025Q1: 4,063 shares 4,063 $350K 0.68% -1,064 Timeline AL AIR LEASE CORP More: the full row for AIR LEASE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 15,624 shares; 2024Q2: 12,612 shares; 2024Q3: 11,888 shares; 2024Q4: 11,892 shares; 2025Q1: 7,137 shares 7,137 $345K 0.67% -4,755 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: restricted; 2023Q4: restricted; 2024Q1: 3,800 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,081 shares 18,081 $343K 0.67% new Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,427 shares; 2024Q2: 8,427 shares; 2024Q3: 8,427 shares; 2024Q4: 8,427 shares; 2025Q1: 8,427 shares 8,427 $330K 0.64% 0 Timeline RELL RICHARDSON ELECTRS LTD More: the full row for RICHARDSON ELECTRS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 57,591 shares; 2024Q2: 45,504 shares; 2024Q3: 43,317 shares; 2024Q4: 43,287 shares; 2025Q1: 29,049 shares 29,049 $324K 0.63% -14,238 Timeline CION CION INVT CORP More: the full row for CION INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 45,816 shares; 2024Q3: 44,101 shares; 2024Q4: 44,101 shares; 2025Q1: 31,151 shares 31,151 $322K 0.63% -12,950 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,081 shares; 2024Q2: 2,081 shares; 2024Q3: 2,081 shares; 2024Q4: 2,052 shares; 2025Q1: 1,936 shares 1,936 $321K 0.63% -116 Timeline BUSE FIRST BUSEY CORP More: the full row for FIRST BUSEY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,721 shares 14,721 $318K 0.62% new Timeline UHAL U HAUL HOLDING COMPANY More: the full row for U HAUL HOLDING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 9,880 shares; 2024Q2: 7,759 shares; 2024Q3: 7,388 shares; 2024Q4: 7,394 shares; 2025Q1: 4,864 shares 4,864 $318K 0.62% -2,530 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,695 shares; 2024Q2: 3,695 shares; 2024Q3: 3,695 shares; 2024Q4: 3,695 shares; 2025Q1: 3,695 shares 3,695 $306K 0.6% 0 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 12,148 shares; 2024Q3: 19,112 shares; 2024Q4: 18,827 shares; 2025Q1: 10,605 shares 10,605 $299K 0.58% -8,222 Timeline MCFT MASTERCRAFT BOAT HLDGS INC More: the full row for MASTERCRAFT BOAT HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 31,180 shares; 2024Q2: 25,248 shares; 2024Q3: 24,153 shares; 2024Q4: 24,153 shares; 2025Q1: 16,844 shares 16,844 $290K 0.56% -7,309 Timeline BATRK ATLANTA BRAVES HLDGS INC More: the full row for ATLANTA BRAVES HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 15,393 shares; 2024Q2: 12,216 shares; 2024Q3: 11,646 shares; 2024Q4: 11,650 shares; 2025Q1: 7,238 shares 7,238 $290K 0.56% -4,412 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,493 shares; 2024Q2: 3,543 shares; 2024Q3: 3,543 shares; 2024Q4: 3,543 shares; 2025Q1: 3,328 shares 3,328 $272K 0.53% -215 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,691 shares; 2024Q2: 6,058 shares; 2024Q3: 6,058 shares; 2024Q4: 5,988 shares; 2025Q1: 4,937 shares 4,937 $248K 0.48% -1,051 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 12,998 shares; 2024Q2: 11,713 shares; 2024Q3: 11,713 shares; 2024Q4: 11,713 shares; 2025Q1: 10,862 shares 10,862 $241K 0.47% -851 Timeline HYBL SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,439 shares; 2024Q2: 7,358 shares; 2024Q3: 7,358 shares; 2024Q4: 7,359 shares; 2025Q1: 8,461 shares 8,461 $238K 0.46% +1,102 Timeline LAND GLADSTONE LD CORP More: the full row for GLADSTONE LD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 45,573 shares; 2024Q2: 37,875 shares; 2024Q3: 34,795 shares; 2024Q4: not reported; 2025Q1: 22,346 shares 22,346 $235K 0.46% new Timeline VEGN ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,281 shares; 2024Q2: 4,281 shares; 2024Q3: 4,281 shares; 2024Q4: 4,281 shares; 2025Q1: 4,281 shares 4,281 $213K 0.41% 0 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,255 shares; 2024Q2: 4,068 shares; 2024Q3: 3,723 shares; 2024Q4: not reported; 2025Q1: 3,471 shares 3,471 $170K 0.33% new Timeline MFIC MIDCAP FINANCIAL INVSTMNT CO More: the full row for MIDCAP FINANCIAL INVSTMNT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 13,054 shares; 2024Q4: 13,054 shares; 2025Q1: 13,054 shares 13,054 $168K 0.33% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,170 shares; 2024Q2: 1,170 shares; 2024Q3: 1,170 shares; 2024Q4: not reported; 2025Q1: 1,347 shares 1,347 $164K 0.32% new 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: restricted; 2023Q4: restricted; 2024Q1: 16,900 shares; 2024Q2: 16,647 shares; 2024Q3: 16,647 shares; 2024Q4: 17,008 shares; 2025Q1: 2,993 shares 2,993 $162K 0.31% -14,015 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 264 shares; 2024Q3: 264 shares; 2024Q4: not reported; 2025Q1: 1,497 shares 1,497 $143K 0.28% new Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 331 shares; 2024Q2: 274 shares; 2024Q3: 274 shares; 2024Q4: not reported; 2025Q1: 1,480 shares 1,480 $138K 0.27% new Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 454 shares 454 $131K 0.25% new Timeline SPHR SPHERE ENTERTAINMENT CO More: the full row for SPHERE ENTERTAINMENT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 15,397 shares; 2024Q2: 12,925 shares; 2024Q3: 11,807 shares; 2024Q4: 11,820 shares; 2025Q1: 3,801 shares 3,801 $124K 0.24% -8,019 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,529 shares 4,529 $106K 0.21% new 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: restricted; 2023Q4: restricted; 2024Q1: 52,126 shares; 2024Q2: 51,252 shares; 2024Q3: 48,332 shares; 2024Q4: 50,541 shares; 2025Q1: 1,848 shares 1,848 $105K 0.2% -48,693 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,682 shares 6,682 $98K 0.19% new Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,341 shares 4,341 $97.2K 0.19% new Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 12,552 shares; 2024Q2: 5,001 shares; 2024Q3: 3,688 shares; 2024Q4: 1,818 shares; 2025Q1: 503 shares 503 $76K 0.15% -1,315 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,938 shares; 2024Q2: 6,488 shares; 2024Q3: 6,488 shares; 2024Q4: not reported; 2025Q1: 5,138 shares 5,138 $73.3K 0.14% new Timeline HTD HANCOCK JOHN TAX-ADVANTAGED More: the full row for HANCOCK JOHN TAX-ADVANTAGED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,901 shares; 2024Q2: 2,612 shares; 2024Q3: 2,612 shares; 2024Q4: not reported; 2025Q1: 2,612 shares 2,612 $62.5K 0.12% new Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,524 shares; 2024Q2: 706 shares; 2024Q3: 706 shares; 2024Q4: not reported; 2025Q1: 1,006 shares 1,006 $60.4K 0.12% new Timeline IDGT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 809 shares 809 $59.7K 0.12% new Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,720 shares; 2024Q2: 3,279 shares; 2024Q3: 3,279 shares; 2024Q4: not reported; 2025Q1: 2,937 shares 2,937 $59.6K 0.12% new Timeline VTC VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 745 shares; 2024Q2: 745 shares; 2024Q3: 745 shares; 2024Q4: not reported; 2025Q1: 745 shares 745 $57.2K 0.11% new Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,492 shares 1,492 $55.8K 0.11% new Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 138 shares; 2024Q2: 138 shares; 2024Q3: 138 shares; 2024Q4: not reported; 2025Q1: 127 shares 127 $55.6K 0.11% new Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,483 shares; 2024Q2: 1,483 shares; 2024Q3: 1,083 shares; 2024Q4: 1,083 shares; 2025Q1: 145 shares 145 $54.4K 0.11% -938 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: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 67 shares; 2024Q3: 166 shares; 2024Q4: not reported; 2025Q1: 187 shares 187 $48.4K 0.09% new 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: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 317 shares; 2024Q4: not reported; 2025Q1: 762 shares 762 $45.5K 0.09% new Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 1,087 shares; 2024Q3: 1,427 shares; 2024Q4: not reported; 2025Q1: 1,617 shares 1,617 $42.4K 0.08% new 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: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 297 shares; 2024Q3: 297 shares; 2024Q4: not reported; 2025Q1: 297 shares 297 $38.3K 0.07% new 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: restricted; 2023Q4: restricted; 2024Q1: 175 shares; 2024Q2: 175 shares; 2024Q3: 175 shares; 2024Q4: not reported; 2025Q1: 219 shares 219 $34.8K 0.07% new Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 260 shares; 2024Q2: 260 shares; 2024Q3: 260 shares; 2024Q4: not reported; 2025Q1: 260 shares 260 $34.5K 0.07% new Timeline CSD INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 592 shares; 2024Q2: 592 shares; 2024Q3: 453 shares; 2024Q4: not reported; 2025Q1: 453 shares 453 $34K 0.07% new Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 129 shares; 2024Q2: 129 shares; 2024Q3: 129 shares; 2024Q4: not reported; 2025Q1: 100 shares 100 $33K 0.06% new Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 110 shares; 2024Q3: 110 shares; 2024Q4: not reported; 2025Q1: 105 shares 105 $32.4K 0.06% new Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 243 shares; 2024Q2: 143 shares; 2024Q3: 143 shares; 2024Q4: not reported; 2025Q1: 100 shares 100 $31.2K 0.06% new Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2 shares; 2024Q2: 2 shares; 2024Q3: 2 shares; 2024Q4: not reported; 2025Q1: 56 shares 56 $28.8K 0.06% new Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 111 shares; 2024Q3: 111 shares; 2024Q4: not reported; 2025Q1: 191 shares 191 $28K 0.05% new Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 319 shares; 2024Q2: 319 shares; 2024Q3: 319 shares; 2024Q4: not reported; 2025Q1: 195 shares 195 $27.3K 0.05% new Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 759 shares; 2024Q2: 459 shares; 2024Q3: 459 shares; 2024Q4: not reported; 2025Q1: 198 shares 198 $23.5K 0.05% new Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,861 shares; 2024Q2: 1,861 shares; 2024Q3: 1,861 shares; 2024Q4: not reported; 2025Q1: 1,861 shares 1,861 $20.9K 0.04% new Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 700 shares; 2024Q2: 500 shares; 2024Q3: 500 shares; 2024Q4: not reported; 2025Q1: 222 shares 222 $19.9K 0.04% new Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 106 shares; 2024Q2: 106 shares; 2024Q3: 106 shares; 2024Q4: not reported; 2025Q1: 67 shares 67 $18.2K 0.04% new Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 10,595 shares; 2024Q2: 8,694 shares; 2024Q3: 848 shares; 2024Q4: not reported; 2025Q1: 232 shares 232 $18.2K 0.04% new 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: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 32 shares; 2024Q4: not reported; 2025Q1: 19 shares 19 $18K 0.04% new Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 50 shares; 2024Q2: 50 shares; 2024Q3: 50 shares; 2024Q4: not reported; 2025Q1: 173 shares 173 $17.8K 0.03% new Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 328 shares; 2024Q2: 228 shares; 2024Q3: 228 shares; 2024Q4: not reported; 2025Q1: 69 shares 69 $16.9K 0.03% new Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 173 shares; 2024Q2: 173 shares; 2024Q3: 173 shares; 2024Q4: not reported; 2025Q1: 28 shares 28 $15.3K 0.03% new Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 43 shares; 2024Q2: 43 shares; 2024Q3: 43 shares; 2024Q4: not reported; 2025Q1: 15 shares 15 $14.2K 0.03% new Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 858 shares; 2024Q2: 358 shares; 2024Q3: 358 shares; 2024Q4: not reported; 2025Q1: 198 shares 198 $12.1K 0.02% new Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 152 shares; 2024Q2: 152 shares; 2024Q3: 152 shares; 2024Q4: not reported; 2025Q1: 20 shares 20 $11.5K 0.02% new Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 41 shares; 2024Q3: 41 shares; 2024Q4: not reported; 2025Q1: 41 shares 41 $11.3K 0.02% new Timeline GGAL GRUPO FINANCIERO GALICIA S.A More: the full row for GRUPO FINANCIERO GALICIA S.A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 180 shares; 2024Q2: 180 shares; 2024Q3: 180 shares; 2024Q4: not reported; 2025Q1: 180 shares 180 $9.8K 0.02% new Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 37 shares; 2024Q2: 37 shares; 2024Q3: 37 shares; 2024Q4: not reported; 2025Q1: 22 shares 22 $9.41K 0.02% new Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 148 shares; 2024Q2: 148 shares; 2024Q3: 148 shares; 2024Q4: not reported; 2025Q1: 148 shares 148 $9.39K 0.02% new Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 60 shares; 2024Q2: 60 shares; 2024Q3: 60 shares; 2024Q4: not reported; 2025Q1: 60 shares 60 $9.37K 0.02% new Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3 shares; 2024Q2: 3 shares; 2024Q3: 2 shares; 2024Q4: not reported; 2025Q1: 2 shares 2 $9.21K 0.02% new Timeline JPXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 202 shares; 2024Q2: 202 shares; 2024Q3: 125 shares; 2024Q4: not reported; 2025Q1: 125 shares 125 $9.12K 0.02% new Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 58 shares; 2024Q2: 58 shares; 2024Q3: 58 shares; 2024Q4: not reported; 2025Q1: 28 shares 28 $8.46K 0.02% new Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 430 shares; 2024Q2: 430 shares; 2024Q3: 430 shares; 2024Q4: not reported; 2025Q1: 430 shares 430 $8.4K 0.02% new Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 519 shares; 2024Q2: 519 shares; 2024Q3: 519 shares; 2024Q4: not reported; 2025Q1: 219 shares 219 $8.08K 0.02% new Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 261 shares; 2024Q2: 261 shares; 2024Q3: 261 shares; 2024Q4: not reported; 2025Q1: 46 shares 46 $7.84K 0.02% new Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 170 shares; 2024Q2: 170 shares; 2024Q3: 170 shares; 2024Q4: not reported; 2025Q1: 170 shares 170 $7.78K 0.02% new Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 157 shares; 2024Q2: 157 shares; 2024Q3: 157 shares; 2024Q4: not reported; 2025Q1: 79 shares 79 $7.75K 0.02% new Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 252 shares; 2024Q3: 252 shares; 2024Q4: not reported; 2025Q1: 252 shares 252 $7.58K 0.01% new Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 54 shares; 2024Q2: 54 shares; 2024Q3: 54 shares; 2024Q4: not reported; 2025Q1: 54 shares 54 $7.15K 0.01% new Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 191 shares; 2024Q2: 191 shares; 2024Q3: 191 shares; 2024Q4: not reported; 2025Q1: 46 shares 46 $7.11K 0.01% new Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 25 shares; 2024Q2: 25 shares; 2024Q3: 25 shares; 2024Q4: not reported; 2025Q1: 25 shares 25 $6.95K 0.01% new Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 135 shares; 2024Q3: 135 shares; 2024Q4: not reported; 2025Q1: 135 shares 135 $6.89K 0.01% new Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 814 shares; 2024Q2: 314 shares; 2024Q3: 314 shares; 2024Q4: not reported; 2025Q1: 111 shares 111 $6.85K 0.01% new Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 43 shares; 2024Q4: not reported; 2025Q1: 43 shares 43 $6.08K 0.01% new Timeline BFLY BUTTERFLY NETWORK INC More: the full row for BUTTERFLY NETWORK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,649 shares; 2024Q2: 2,649 shares; 2024Q3: 2,649 shares; 2024Q4: not reported; 2025Q1: 2,649 shares 2,649 $6.04K 0.01% 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: restricted; 2023Q4: restricted; 2024Q1: 368 shares; 2024Q2: 268 shares; 2024Q3: 268 shares; 2024Q4: not reported; 2025Q1: 17 shares 17 $5.96K 0.01% new Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 169 shares; 2024Q4: not reported; 2025Q1: 169 shares 169 $5.58K 0.01% new Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 320 shares; 2024Q2: 320 shares; 2024Q3: 320 shares; 2024Q4: not reported; 2025Q1: 77 shares 77 $5.53K 0.01% new Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 48 shares; 2024Q2: 48 shares; 2024Q3: 48 shares; 2024Q4: not reported; 2025Q1: 48 shares 48 $5.35K 0.01% new Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 71 shares; 2024Q2: 71 shares; 2024Q3: 71 shares; 2024Q4: not reported; 2025Q1: 71 shares 71 $4.81K 0.01% new Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 14 shares; 2024Q2: 14 shares; 2024Q3: 14 shares; 2024Q4: not reported; 2025Q1: 7 shares 7 $4.71K 0.01% new Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 56 shares; 2024Q2: 56 shares; 2024Q3: 56 shares; 2024Q4: not reported; 2025Q1: 56 shares 56 $4.7K 0.01% new Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 23 shares; 2024Q2: 23 shares; 2024Q3: 23 shares; 2024Q4: not reported; 2025Q1: 23 shares 23 $4.64K 0.01% new Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 235 shares; 2024Q2: 235 shares; 2024Q3: 235 shares; 2024Q4: not reported; 2025Q1: 77 shares 77 $4.58K 0.01% new AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 20 shares; 2024Q2: 20 shares; 2024Q3: 20 shares; 2024Q4: not reported; 2025Q1: 20 shares 20 $4.35K 0.01% new Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 56 shares; 2024Q2: 56 shares; 2024Q3: 56 shares; 2024Q4: not reported; 2025Q1: 26 shares 26 $4.32K 0.01% new Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 49 shares; 2024Q2: 49 shares; 2024Q3: 50 shares; 2024Q4: not reported; 2025Q1: 153 shares 153 $4.28K 0.01% new Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 20 shares; 2024Q2: 20 shares; 2024Q3: 20 shares; 2024Q4: not reported; 2025Q1: 20 shares 20 $4.24K 0.01% new Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 109 shares; 2024Q2: 109 shares; 2024Q3: 109 shares; 2024Q4: not reported; 2025Q1: 28 shares 28 $4.2K 0.01% new Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 103 shares; 2024Q2: 103 shares; 2024Q3: 103 shares; 2024Q4: not reported; 2025Q1: 58 shares 58 $4K 0.01% new 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: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 66 shares; 2024Q3: 66 shares; 2024Q4: not reported; 2025Q1: 37 shares 37 $3.83K 0.01% new Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 1,103 shares; 2024Q3: 148 shares; 2024Q4: not reported; 2025Q1: 148 shares 148 $3.62K 0.01% new Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 87 shares; 2024Q2: 87 shares; 2024Q3: 87 shares; 2024Q4: not reported; 2025Q1: 13 shares 13 $3.54K 0.01% new Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 24 shares; 2024Q2: 24 shares; 2024Q3: 24 shares; 2024Q4: not reported; 2025Q1: 24 shares 24 $3.52K 0.01% new Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 15 shares; 2024Q2: 15 shares; 2024Q3: 15 shares; 2024Q4: not reported; 2025Q1: 15 shares 15 $3.44K 0.01% new Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 148 shares; 2024Q2: 148 shares; 2024Q3: 148 shares; 2024Q4: not reported; 2025Q1: 148 shares 148 $3.36K 0.01% new Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 128 shares; 2024Q4: not reported; 2025Q1: 128 shares 128 $3.36K 0.01% new Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 47 shares; 2024Q2: 47 shares; 2024Q3: 47 shares; 2024Q4: not reported; 2025Q1: 47 shares 47 $3.31K 0.01% new Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 55 shares; 2024Q3: 55 shares; 2024Q4: not reported; 2025Q1: 55 shares 55 $3.24K 0.01% new Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 40 shares; 2024Q2: 40 shares; 2024Q3: 40 shares; 2024Q4: not reported; 2025Q1: 40 shares 40 $3.12K 0.01% new Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 70 shares; 2024Q3: 50 shares; 2024Q4: not reported; 2025Q1: 50 shares 50 $3.11K 0.01% new Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 63 shares; 2024Q2: 63 shares; 2024Q3: 63 shares; 2024Q4: not reported; 2025Q1: 63 shares 63 $2.79K 0.01% new 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: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 42 shares; 2024Q3: 42 shares; 2024Q4: not reported; 2025Q1: 42 shares 42 $2.77K 0.01% new Timeline ULST SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 68 shares; 2024Q3: 68 shares; 2024Q4: not reported; 2025Q1: 68 shares 68 $2.76K 0.01% new Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 24 shares; 2024Q2: 24 shares; 2024Q3: 24 shares; 2024Q4: not reported; 2025Q1: 6 shares 6 $2.68K 0.01% new Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 40 shares; 2024Q3: 40 shares; 2024Q4: not reported; 2025Q1: 40 shares 40 $2.43K <0.01% new Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 128 shares; 2024Q2: 128 shares; 2024Q3: 128 shares; 2024Q4: not reported; 2025Q1: 38 shares 38 $2.41K <0.01% new Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 271 shares; 2024Q2: 271 shares; 2024Q3: 271 shares; 2024Q4: not reported; 2025Q1: 43 shares 43 $2.38K <0.01% new Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 19 shares; 2024Q2: 19 shares; 2024Q3: 19 shares; 2024Q4: not reported; 2025Q1: 19 shares 19 $1.96K <0.01% new 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: restricted; 2023Q4: restricted; 2024Q1: 47 shares; 2024Q2: 47 shares; 2024Q3: 47 shares; 2024Q4: not reported; 2025Q1: 7 shares 7 $1.88K <0.01% new Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 20 shares; 2024Q2: 20 shares; 2024Q3: 20 shares; 2024Q4: not reported; 2025Q1: 20 shares 20 $1.66K <0.01% new Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 75 shares; 2024Q2: 75 shares; 2024Q3: 75 shares; 2024Q4: not reported; 2025Q1: 15 shares 15 $1.3K <0.01% new Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 22 shares; 2024Q2: 22 shares; 2024Q3: 22 shares; 2024Q4: not reported; 2025Q1: 22 shares 22 $1.23K <0.01% new Timeline AIV APARTMENT INVT & MGMT CO More: the full row for APARTMENT INVT & MGMT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 112 shares; 2024Q2: 112 shares; 2024Q3: 112 shares; 2024Q4: not reported; 2025Q1: 112 shares 112 $986 <0.01% new Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 15 shares; 2024Q3: 15 shares; 2024Q4: not reported; 2025Q1: 15 shares 15 $725 <0.01% new Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 15 shares; 2024Q3: 15 shares; 2024Q4: not reported; 2025Q1: 15 shares 15 $679 <0.01% new Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 64 shares; 2024Q3: 14 shares; 2024Q4: not reported; 2025Q1: 3 shares 3 $665 <0.01% new Timeline WPP WPP PLC NEW More: the full row for WPP PLC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 17 shares; 2024Q2: 17 shares; 2024Q3: 17 shares; 2024Q4: not reported; 2025Q1: 17 shares 17 $645 <0.01% new 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: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 8 shares; 2024Q3: 8 shares; 2024Q4: not reported; 2025Q1: 8 shares 8 $544 <0.01% new Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 17 shares; 2024Q3: 17 shares; 2024Q4: not reported; 2025Q1: 17 shares 17 $543 <0.01% new Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 10 shares; 2024Q2: 10 shares; 2024Q3: 10 shares; 2024Q4: not reported; 2025Q1: 10 shares 10 $508 <0.01% new 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: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 15 shares; 2024Q3: 15 shares; 2024Q4: not reported; 2025Q1: 15 shares 15 $479 <0.01% new Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 18 shares; 2024Q3: 18 shares; 2024Q4: not reported; 2025Q1: 18 shares 18 $437 <0.01% new 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: restricted; 2023Q4: restricted; 2024Q1: 7 shares; 2024Q2: 7 shares; 2024Q3: 7 shares; 2024Q4: not reported; 2025Q1: 20 shares 20 $425 <0.01% new Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,284 shares; 2024Q2: 2,284 shares; 2024Q3: 2,284 shares; 2024Q4: 2,284 shares; 2025Q1: 1 shares 1 $99 <0.01% -2,283 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1 shares; 2024Q2: 1 shares; 2024Q3: 1 shares; 2024Q4: not reported; 2025Q1: 1 shares 1 $61 <0.01% new Timeline REZI RESIDEO TECHNOLOGIES INC More: the full row for RESIDEO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3 shares; 2024Q2: 3 shares; 2024Q3: 3 shares; 2024Q4: not reported; 2025Q1: 3 shares 3 $53 <0.01% new Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 100 shares; 2024Q4: not reported; 2025Q1: 0 shares 0 $0 0% new Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 23 shares; 2024Q2: 23 shares; 2024Q3: 23 shares; 2024Q4: not reported; 2025Q1: 0 shares 0 $0 0% new Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Timeline