RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 49,544 shares; 2024Q2: 46,846 shares; 2024Q3: 44,352 shares; 2024Q4: 45,755 shares; 2025Q1: 44,776 shares; 2025Q2: 47,673 shares 47,673 $8.66M 12.71% +2,897 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 45,444 shares; 2024Q2: 41,951 shares; 2024Q3: 44,023 shares; 2024Q4: 46,163 shares; 2025Q1: 46,959 shares; 2025Q2: 47,148 shares 47,148 $4.75M 6.97% +189 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 128,152 shares; 2024Q2: 126,745 shares; 2024Q3: 126,359 shares; 2024Q4: 129,554 shares; 2025Q1: 129,120 shares; 2025Q2: 117,522 shares 117,522 $3.61M 5.29% -11,598 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,362 shares; 2024Q2: 6,086 shares; 2024Q3: 5,308 shares; 2024Q4: 5,853 shares; 2025Q1: 4,542 shares; 2025Q2: 5,391 shares 5,391 $3.33M 4.89% +849 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 38,183 shares; 2024Q2: 38,183 shares; 2024Q3: 38,183 shares; 2024Q4: 38,183 shares; 2025Q1: 38,183 shares; 2025Q2: 38,183 shares 38,183 $3.04M 4.45% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 9,208 shares; 2024Q2: 9,208 shares; 2024Q3: 9,208 shares; 2024Q4: 9,208 shares; 2025Q1: 58,515 shares; 2025Q2: 67,157 shares 67,157 $2.32M 3.41% +8,642 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 14,111 shares; 2024Q2: 14,111 shares; 2024Q3: 14,111 shares; 2024Q4: 14,111 shares; 2025Q1: 14,111 shares; 2025Q2: 14,111 shares 14,111 $1.87M 2.75% 0 Timeline CSWC CAPITAL SOUTHWEST CORP More: the full row for CAPITAL SOUTHWEST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 78,460 shares; 2024Q2: 71,184 shares; 2024Q3: 68,658 shares; 2024Q4: 66,939 shares; 2025Q1: 53,623 shares; 2025Q2: 67,865 shares 67,865 $1.5M 2.19% +14,242 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,482 shares; 2024Q2: 2,726 shares; 2024Q3: 2,410 shares; 2024Q4: 2,482 shares; 2025Q1: 2,151 shares; 2025Q2: 2,502 shares 2,502 $1.22M 1.79% +351 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 13,476 shares; 2024Q2: 13,695 shares; 2024Q3: 13,695 shares; 2024Q4: 13,769 shares; 2025Q1: 13,769 shares; 2025Q2: 15,118 shares 15,118 $1.22M 1.79% +1,349 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,933 shares; 2024Q2: 2,149 shares; 2024Q3: 2,115 shares; 2024Q4: 2,097 shares; 2025Q1: 860 shares; 2025Q2: 2,193 shares 2,193 $1.21M 1.77% +1,333 Timeline SLM SLM CORP More: the full row for SLM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 34,345 shares; 2024Q2: 34,345 shares; 2024Q3: 34,345 shares; 2024Q4: 34,345 shares; 2025Q1: 34,345 shares; 2025Q2: 34,345 shares 34,345 $1.13M 1.65% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 52,126 shares; 2024Q2: 51,252 shares; 2024Q3: 48,332 shares; 2024Q4: 50,541 shares; 2025Q1: 1,848 shares; 2025Q2: 17,243 shares 17,243 $1.07M 1.57% +15,395 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 14,093 shares; 2024Q2: 11,418 shares; 2024Q3: 10,933 shares; 2024Q4: 10,921 shares; 2025Q1: 7,328 shares; 2025Q2: 10,988 shares 10,988 $1.02M 1.5% +3,660 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 16,900 shares; 2024Q2: 16,647 shares; 2024Q3: 16,647 shares; 2024Q4: 17,008 shares; 2025Q1: 2,993 shares; 2025Q2: 17,008 shares 17,008 $1.02M 1.5% +14,015 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 3,303 shares; 2024Q3: 3,303 shares; 2024Q4: 10,841 shares; 2025Q1: 11,814 shares; 2025Q2: 11,135 shares 11,135 $1.01M 1.49% -679 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,635 shares; 2024Q2: 2,238 shares; 2024Q3: 2,030 shares; 2024Q4: 2,025 shares; 2025Q1: 1,311 shares; 2025Q2: 2,051 shares 2,051 $996K 1.46% +740 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,341 shares; 2024Q2: 3,341 shares; 2024Q3: 7,440 shares; 2024Q4: 3,341 shares; 2025Q1: 3,491 shares; 2025Q2: 7,437 shares 7,437 $991K 1.45% +3,946 Timeline MRP MILLROSE PPTYS INC More: the full row for MILLROSE PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,247 shares 31,247 $891K 1.31% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 72,758 shares; 2024Q4: 72,847 shares; 2025Q1: 56,646 shares; 2025Q2: 76,546 shares 76,546 $835K 1.23% +19,900 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 23,503 shares; 2024Q2: 19,129 shares; 2024Q3: 15,230 shares; 2024Q4: 13,829 shares; 2025Q1: 9,899 shares; 2025Q2: 15,241 shares 15,241 $834K 1.22% +5,342 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 32,017 shares; 2024Q2: 27,708 shares; 2024Q3: 25,118 shares; 2024Q4: 24,867 shares; 2025Q1: 18,160 shares; 2025Q2: 26,471 shares 26,471 $797K 1.17% +8,311 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 7,453 shares; 2024Q2: 5,589 shares; 2024Q3: 5,004 shares; 2024Q4: 7,585 shares; 2025Q1: 5,314 shares; 2025Q2: 8,002 shares 8,002 $738K 1.08% +2,688 Timeline EZPW EZCORP INC More: the full row for EZCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 80,876 shares; 2024Q2: 66,803 shares; 2024Q3: 55,967 shares; 2024Q4: 53,755 shares; 2025Q1: 31,517 shares; 2025Q2: 51,734 shares 51,734 $718K 1.05% +20,217 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 15,624 shares; 2024Q2: 12,612 shares; 2024Q3: 11,888 shares; 2024Q4: 11,892 shares; 2025Q1: 7,137 shares; 2025Q2: 11,886 shares 11,886 $695K 1.02% +4,749 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,562 shares; 2025Q2: 26,298 shares 26,298 $671K 0.98% +3,736 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 17,759 shares; 2024Q2: 13,650 shares; 2024Q3: 12,640 shares; 2024Q4: 12,497 shares; 2025Q1: 9,545 shares; 2025Q2: 14,012 shares 14,012 $659K 0.97% +4,467 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 31,788 shares; 2024Q2: 18,862 shares; 2024Q3: 18,862 shares; 2024Q4: 18,896 shares; 2025Q1: 18,896 shares; 2025Q2: 19,222 shares 19,222 $657K 0.96% +326 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 16,930 shares; 2024Q2: 12,910 shares; 2024Q3: 12,110 shares; 2024Q4: 12,392 shares; 2025Q1: 11,245 shares; 2025Q2: 14,712 shares 14,712 $654K 0.96% +3,467 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,000 shares; 2024Q2: 5,579 shares; 2024Q3: 15,960 shares; 2024Q4: 5,239 shares; 2025Q1: 7,587 shares; 2025Q2: 12,755 shares 12,755 $646K 0.95% +5,168 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 15,393 shares; 2024Q2: 12,216 shares; 2024Q3: 11,646 shares; 2024Q4: 11,650 shares; 2025Q1: 7,238 shares; 2025Q2: 13,396 shares 13,396 $627K 0.92% +6,158 Timeline ALCO ALICO INC More: the full row for ALICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 27,797 shares; 2024Q2: 22,354 shares; 2024Q3: 19,577 shares; 2024Q4: 18,614 shares; 2025Q1: 12,870 shares; 2025Q2: 18,929 shares 18,929 $619K 0.91% +6,059 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 25,263 shares; 2024Q4: 25,263 shares; 2025Q1: 20,815 shares; 2025Q2: 27,394 shares 27,394 $599K 0.88% +6,579 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 75,875 shares; 2024Q2: 56,363 shares; 2024Q3: 53,955 shares; 2024Q4: 53,810 shares; 2025Q1: 44,088 shares; 2025Q2: 58,131 shares 58,131 $599K 0.88% +14,043 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,366 shares; 2025Q2: 11,366 shares 11,366 $576K 0.84% 0 Timeline VOXP ADVISORS SER TR More: the full row for ADVISORS SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 34,224 shares; 2024Q2: 19,184 shares; 2024Q3: 17,713 shares; 2024Q4: 17,713 shares; 2025Q1: not reported; 2025Q2: 17,713 shares 17,713 $573K 0.84% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,483 shares; 2024Q2: 1,483 shares; 2024Q3: 1,083 shares; 2024Q4: 1,083 shares; 2025Q1: 145 shares; 2025Q2: 1,083 shares 1,083 $539K 0.79% +938 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,461 shares; 2024Q2: 6,461 shares; 2024Q3: 6,461 shares; 2024Q4: 6,461 shares; 2025Q1: 6,461 shares; 2025Q2: 6,461 shares 6,461 $531K 0.78% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 31,180 shares; 2024Q2: 25,248 shares; 2024Q3: 24,153 shares; 2024Q4: 24,153 shares; 2025Q1: 16,844 shares; 2025Q2: 27,813 shares 27,813 $517K 0.76% +10,969 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 9,880 shares; 2024Q2: 7,759 shares; 2024Q3: 7,388 shares; 2024Q4: 7,394 shares; 2025Q1: 4,864 shares; 2025Q2: 8,507 shares 8,507 $515K 0.76% +3,643 Timeline BCO BRINKS CO More: the full row for BRINKS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 5,118 shares; 2024Q4: 5,127 shares; 2025Q1: 4,063 shares; 2025Q2: 5,700 shares 5,700 $509K 0.75% +1,637 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,287 shares; 2024Q2: 6,287 shares; 2024Q3: 6,287 shares; 2024Q4: 6,287 shares; 2025Q1: not reported; 2025Q2: 6,287 shares 6,287 $471K 0.69% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,800 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,081 shares; 2025Q2: 23,220 shares 23,220 $471K 0.69% +5,139 Timeline BUSE FIRST BUSEY CORP More: the full row for FIRST BUSEY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,721 shares; 2025Q2: 20,300 shares 20,300 $465K 0.68% +5,579 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 11,373 shares; 2024Q2: 11,373 shares; 2024Q3: 11,373 shares; 2024Q4: 11,373 shares; 2025Q1: 11,373 shares; 2025Q2: 11,373 shares 11,373 $464K 0.68% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,824 shares; 2024Q2: 2,021 shares; 2024Q3: 2,088 shares; 2024Q4: 2,100 shares; 2025Q1: 2,100 shares; 2025Q2: 2,100 shares 2,100 $453K 0.66% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,589 shares; 2024Q4: not reported; 2025Q1: 3,150 shares; 2025Q2: 4,656 shares 4,656 $451K 0.66% +1,506 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 9,256 shares; 2024Q2: 9,256 shares; 2024Q3: 9,256 shares; 2024Q4: 9,160 shares; 2025Q1: 10,005 shares; 2025Q2: 10,005 shares 10,005 $433K 0.64% 0 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 241 shares; 2024Q2: 2,410 shares; 2024Q3: 2,410 shares; 2024Q4: 2,410 shares; 2025Q1: not reported; 2025Q2: 2,410 shares 2,410 $381K 0.56% new Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,695 shares; 2024Q2: 3,695 shares; 2024Q3: 3,695 shares; 2024Q4: 3,695 shares; 2025Q1: 3,695 shares; 2025Q2: 3,701 shares 3,701 $362K 0.53% +6 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,427 shares; 2024Q2: 8,427 shares; 2024Q3: 8,427 shares; 2024Q4: 8,427 shares; 2025Q1: 8,427 shares; 2025Q2: 8,427 shares 8,427 $347K 0.51% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 7,284 shares; 2024Q2: 7,288 shares; 2024Q3: 7,288 shares; 2024Q4: 7,395 shares; 2025Q1: 8,736 shares; 2025Q2: 7,924 shares 7,924 $330K 0.48% -812 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 12,148 shares; 2024Q3: 19,112 shares; 2024Q4: 18,827 shares; 2025Q1: 10,605 shares; 2025Q2: 11,108 shares 11,108 $327K 0.48% +503 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,081 shares; 2024Q2: 2,081 shares; 2024Q3: 2,081 shares; 2024Q4: 2,052 shares; 2025Q1: 1,936 shares; 2025Q2: 2,052 shares 2,052 $313K 0.46% +116 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,637 shares; 2024Q2: 1,637 shares; 2024Q3: 1,637 shares; 2024Q4: 1,720 shares; 2025Q1: not reported; 2025Q2: 1,720 shares 1,720 $303K 0.44% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,284 shares; 2024Q2: 2,284 shares; 2024Q3: 2,284 shares; 2024Q4: 2,284 shares; 2025Q1: 1 shares; 2025Q2: 2,284 shares 2,284 $283K 0.42% +2,283 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,493 shares; 2024Q2: 3,543 shares; 2024Q3: 3,543 shares; 2024Q4: 3,543 shares; 2025Q1: 3,328 shares; 2025Q2: 3,328 shares 3,328 $276K 0.4% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,439 shares; 2024Q2: 7,358 shares; 2024Q3: 7,358 shares; 2024Q4: 7,359 shares; 2025Q1: 8,461 shares; 2025Q2: 8,462 shares 8,462 $242K 0.35% +1 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,281 shares; 2024Q2: 4,281 shares; 2024Q3: 4,281 shares; 2024Q4: 4,281 shares; 2025Q1: 4,281 shares; 2025Q2: 4,281 shares 4,281 $240K 0.35% 0 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 12,998 shares; 2024Q2: 11,713 shares; 2024Q3: 11,713 shares; 2024Q4: 11,713 shares; 2025Q1: 10,862 shares; 2025Q2: 10,862 shares 10,862 $239K 0.35% 0 Timeline RSPD INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,000 shares 10,000 $229K 0.34% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 45,573 shares; 2024Q2: 37,875 shares; 2024Q3: 34,795 shares; 2024Q4: not reported; 2025Q1: 22,346 shares; 2025Q2: 22,490 shares 22,490 $229K 0.34% +144 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,529 shares; 2025Q2: 8,918 shares 8,918 $212K 0.31% +4,389 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,528 shares; 2024Q2: 2,328 shares; 2024Q3: 914 shares; 2024Q4: 914 shares; 2025Q1: not reported; 2025Q2: 914 shares 914 $188K 0.28% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 13,054 shares; 2024Q4: 13,054 shares; 2025Q1: 13,054 shares; 2025Q2: 13,054 shares 13,054 $165K 0.24% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,170 shares; 2024Q2: 1,170 shares; 2024Q3: 1,170 shares; 2024Q4: not reported; 2025Q1: 1,347 shares; 2025Q2: 1,347 shares 1,347 $159K 0.23% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,255 shares; 2024Q2: 4,068 shares; 2024Q3: 3,723 shares; 2024Q4: not reported; 2025Q1: 3,471 shares; 2025Q2: 2,581 shares 2,581 $147K 0.22% -890 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 264 shares; 2024Q3: 264 shares; 2024Q4: not reported; 2025Q1: 1,497 shares; 2025Q2: 1,497 shares 1,497 $146K 0.21% 0 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 454 shares; 2025Q2: 454 shares 454 $138K 0.2% 0 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 331 shares; 2024Q2: 274 shares; 2024Q3: 274 shares; 2024Q4: not reported; 2025Q1: 1,480 shares; 2025Q2: 1,395 shares 1,395 $118K 0.17% -85 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 152 shares; 2024Q2: 152 shares; 2024Q3: 152 shares; 2024Q4: not reported; 2025Q1: 20 shares; 2025Q2: 152 shares 152 $112K 0.16% +132 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 317 shares; 2024Q4: not reported; 2025Q1: 762 shares; 2025Q2: 1,589 shares 1,589 $101K 0.15% +827 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 124 shares; 2024Q2: 124 shares; 2024Q3: 124 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 124 shares 124 $97.7K 0.14% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 173 shares; 2024Q2: 173 shares; 2024Q3: 173 shares; 2024Q4: not reported; 2025Q1: 28 shares; 2025Q2: 173 shares 173 $97.2K 0.14% +145 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,682 shares; 2025Q2: 6,682 shares 6,682 $95.8K 0.14% 0 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 368 shares; 2024Q2: 268 shares; 2024Q3: 268 shares; 2024Q4: not reported; 2025Q1: 17 shares; 2025Q2: 268 shares 268 $95.2K 0.14% +251 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 878 shares; 2024Q2: 878 shares; 2024Q3: 878 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 878 shares 878 $94.3K 0.14% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,341 shares; 2025Q2: 3,607 shares 3,607 $85.9K 0.13% -734 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,938 shares; 2024Q2: 6,488 shares; 2024Q3: 6,488 shares; 2024Q4: not reported; 2025Q1: 5,138 shares; 2025Q2: 5,138 shares 5,138 $79.5K 0.12% 0 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 27 shares; 2024Q2: 27 shares; 2024Q3: 270 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 270 shares 270 $74.4K 0.11% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 319 shares; 2024Q2: 319 shares; 2024Q3: 319 shares; 2024Q4: not reported; 2025Q1: 195 shares; 2025Q2: 319 shares 319 $69.7K 0.1% +124 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 12,552 shares; 2024Q2: 5,001 shares; 2024Q3: 3,688 shares; 2024Q4: 1,818 shares; 2025Q1: 503 shares; 2025Q2: 430 shares 430 $67.9K 0.1% -73 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 171 shares; 2024Q2: 171 shares; 2024Q3: 171 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 171 shares 171 $66.2K 0.1% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 328 shares; 2024Q2: 228 shares; 2024Q3: 228 shares; 2024Q4: not reported; 2025Q1: 69 shares; 2025Q2: 228 shares 228 $66.1K 0.1% +159 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,524 shares; 2024Q2: 706 shares; 2024Q3: 706 shares; 2024Q4: not reported; 2025Q1: 1,006 shares; 2025Q2: 1,065 shares 1,065 $62.4K 0.09% +59 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 175 shares; 2024Q2: 175 shares; 2024Q3: 175 shares; 2024Q4: not reported; 2025Q1: 219 shares; 2025Q2: 338 shares 338 $61.6K 0.09% +119 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,901 shares; 2024Q2: 2,612 shares; 2024Q3: 2,612 shares; 2024Q4: not reported; 2025Q1: 2,612 shares; 2025Q2: 2,612 shares 2,612 $61.1K 0.09% 0 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 580 shares 580 $59.3K 0.09% new Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 196 shares; 2024Q2: 196 shares; 2024Q3: 196 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 196 shares 196 $58.6K 0.09% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 138 shares; 2024Q2: 138 shares; 2024Q3: 138 shares; 2024Q4: not reported; 2025Q1: 127 shares; 2025Q2: 138 shares 138 $58K 0.09% +11 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 745 shares; 2024Q2: 745 shares; 2024Q3: 745 shares; 2024Q4: not reported; 2025Q1: 745 shares; 2025Q2: 745 shares 745 $57.6K 0.08% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,720 shares; 2024Q2: 3,279 shares; 2024Q3: 3,279 shares; 2024Q4: not reported; 2025Q1: 2,937 shares; 2025Q2: 2,937 shares 2,937 $55.3K 0.08% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 67 shares; 2024Q3: 166 shares; 2024Q4: not reported; 2025Q1: 187 shares; 2025Q2: 187 shares 187 $52.3K 0.08% 0 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 74 shares; 2024Q2: 74 shares; 2024Q3: 74 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 74 shares 74 $51.7K 0.08% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 64 shares; 2024Q2: 64 shares; 2024Q3: 64 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 64 shares 64 $51.3K 0.08% new Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 109 shares; 2024Q2: 109 shares; 2024Q3: 109 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 109 shares 109 $51.1K 0.08% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 129 shares; 2024Q2: 129 shares; 2024Q3: 129 shares; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: 129 shares 129 $50.1K 0.07% +29 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 1,087 shares; 2024Q3: 1,427 shares; 2024Q4: not reported; 2025Q1: 1,617 shares; 2025Q2: 1,686 shares 1,686 $49.5K 0.07% +69 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 759 shares; 2024Q2: 459 shares; 2024Q3: 459 shares; 2024Q4: not reported; 2025Q1: 198 shares; 2025Q2: 459 shares 459 $49.5K 0.07% +261 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 698 shares; 2024Q2: 698 shares; 2024Q3: 698 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 698 shares 698 $48.8K 0.07% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,492 shares; 2025Q2: 1,457 shares 1,457 $46.3K 0.07% -35 Timeline IDGT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 809 shares; 2025Q2: 553 shares 553 $45.9K 0.07% -256 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 111 shares; 2024Q3: 111 shares; 2024Q4: not reported; 2025Q1: 191 shares; 2025Q2: 252 shares 252 $43.6K 0.06% +61 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 43 shares; 2024Q2: 43 shares; 2024Q3: 43 shares; 2024Q4: not reported; 2025Q1: 15 shares; 2025Q2: 43 shares 43 $42.6K 0.06% +28 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 243 shares; 2024Q2: 143 shares; 2024Q3: 143 shares; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: 143 shares 143 $41.8K 0.06% +43 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 261 shares; 2024Q2: 261 shares; 2024Q3: 261 shares; 2024Q4: not reported; 2025Q1: 46 shares; 2025Q2: 261 shares 261 $41.6K 0.06% +215 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 30 shares; 2024Q2: 30 shares; 2024Q3: 30 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30 shares 30 $40.2K 0.06% new Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 231 shares; 2024Q2: 231 shares; 2024Q3: 231 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 231 shares 231 $39.8K 0.06% new Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 51 shares; 2024Q2: 51 shares; 2024Q3: 51 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 51 shares 51 $39.8K 0.06% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 60 shares; 2024Q2: 60 shares; 2024Q3: 60 shares; 2024Q4: not reported; 2025Q1: 60 shares; 2025Q2: 221 shares 221 $39.2K 0.06% +161 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 297 shares; 2024Q3: 297 shares; 2024Q4: not reported; 2025Q1: 297 shares; 2025Q2: 297 shares 297 $39K 0.06% 0 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,120 shares; 2024Q2: 620 shares; 2024Q3: 620 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 620 shares 620 $38.8K 0.06% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 592 shares; 2024Q2: 592 shares; 2024Q3: 453 shares; 2024Q4: not reported; 2025Q1: 453 shares; 2025Q2: 453 shares 453 $38K 0.06% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 106 shares; 2024Q2: 106 shares; 2024Q3: 106 shares; 2024Q4: not reported; 2025Q1: 67 shares; 2025Q2: 106 shares 106 $37.8K 0.06% +39 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 115 shares; 2024Q2: 115 shares; 2024Q3: 115 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 115 shares 115 $35.9K 0.05% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 260 shares; 2024Q2: 260 shares; 2024Q3: 260 shares; 2024Q4: not reported; 2025Q1: 260 shares; 2025Q2: 260 shares 260 $35.4K 0.05% 0 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 65 shares; 2024Q2: 65 shares; 2024Q3: 65 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 65 shares 65 $34.7K 0.05% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 10,595 shares; 2024Q2: 8,694 shares; 2024Q3: 848 shares; 2024Q4: not reported; 2025Q1: 232 shares; 2025Q2: 358 shares 358 $32.7K 0.05% +126 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 458 shares; 2024Q2: 458 shares; 2024Q3: 458 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 458 shares 458 $32.4K 0.05% new Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 430 shares; 2024Q2: 430 shares; 2024Q3: 430 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 430 shares 430 $32K 0.05% new Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 250 shares; 2024Q2: 50 shares; 2024Q3: 50 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 120 shares 120 $30.9K 0.05% new Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,173 shares; 2024Q2: 2,173 shares; 2024Q3: 2,173 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,173 shares 2,173 $29.8K 0.04% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 191 shares; 2024Q2: 191 shares; 2024Q3: 191 shares; 2024Q4: not reported; 2025Q1: 46 shares; 2025Q2: 191 shares 191 $29.4K 0.04% +145 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 288 shares; 2024Q2: 288 shares; 2024Q3: 288 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 288 shares 288 $28.2K 0.04% new Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 147 shares; 2024Q2: 147 shares; 2024Q3: 147 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 187 shares 187 $27.8K 0.04% new Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 50 shares; 2024Q2: 50 shares; 2024Q3: 50 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50 shares 50 $27.4K 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 700 shares; 2024Q2: 500 shares; 2024Q3: 500 shares; 2024Q4: not reported; 2025Q1: 222 shares; 2025Q2: 346 shares 346 $27.4K 0.04% +124 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2 shares; 2024Q2: 2 shares; 2024Q3: 2 shares; 2024Q4: not reported; 2025Q1: 56 shares; 2025Q2: 48 shares 48 $27.3K 0.04% -8 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,691 shares; 2024Q2: 6,058 shares; 2024Q3: 6,058 shares; 2024Q4: 5,988 shares; 2025Q1: 4,937 shares; 2025Q2: 535 shares 535 $26.9K 0.04% -4,402 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 173 shares; 2024Q2: 173 shares; 2024Q3: 173 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 173 shares 173 $25.9K 0.04% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 320 shares; 2024Q2: 320 shares; 2024Q3: 320 shares; 2024Q4: not reported; 2025Q1: 77 shares; 2025Q2: 320 shares 320 $25.6K 0.04% +243 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 87 shares; 2024Q2: 87 shares; 2024Q3: 87 shares; 2024Q4: not reported; 2025Q1: 13 shares; 2025Q2: 87 shares 87 $25.4K 0.04% +74 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 45 shares; 2024Q2: 45 shares; 2024Q3: 45 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 45 shares 45 $24.5K 0.04% new Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 120 shares; 2024Q2: 120 shares; 2024Q3: 120 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 120 shares 120 $23.7K 0.03% new Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 126 shares; 2024Q2: 126 shares; 2024Q3: 126 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 126 shares 126 $23.1K 0.03% new Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 64 shares; 2024Q2: 64 shares; 2024Q3: 64 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 64 shares 64 $22.8K 0.03% new Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 204 shares; 2024Q2: 204 shares; 2024Q3: 204 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 204 shares 204 $22.6K 0.03% new Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 60 shares; 2024Q2: 60 shares; 2024Q3: 60 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 60 shares 60 $22K 0.03% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 814 shares; 2024Q2: 314 shares; 2024Q3: 314 shares; 2024Q4: not reported; 2025Q1: 111 shares; 2025Q2: 314 shares 314 $21.8K 0.03% +203 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 174 shares; 2024Q2: 174 shares; 2024Q3: 174 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 174 shares 174 $20.8K 0.03% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,861 shares; 2024Q2: 1,861 shares; 2024Q3: 1,861 shares; 2024Q4: not reported; 2025Q1: 1,861 shares; 2025Q2: 1,861 shares 1,861 $20.7K 0.03% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 142 shares; 2024Q2: 142 shares; 2024Q3: 142 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 142 shares 142 $20K 0.03% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 32 shares; 2024Q4: not reported; 2025Q1: 19 shares; 2025Q2: 19 shares 19 $19.9K 0.03% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 201 shares; 2024Q2: 101 shares; 2024Q3: 101 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 101 shares 101 $18.7K 0.03% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 519 shares; 2024Q2: 519 shares; 2024Q3: 519 shares; 2024Q4: not reported; 2025Q1: 219 shares; 2025Q2: 519 shares 519 $18.5K 0.03% +300 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 268 shares; 2024Q2: 268 shares; 2024Q3: 268 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 268 shares 268 $18.5K 0.03% new Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 129 shares; 2024Q2: 129 shares; 2024Q3: 129 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 129 shares 129 $18.5K 0.03% new Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 258 shares; 2024Q2: 258 shares; 2024Q3: 258 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 258 shares 258 $18.2K 0.03% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 37 shares; 2024Q2: 37 shares; 2024Q3: 37 shares; 2024Q4: not reported; 2025Q1: 22 shares; 2025Q2: 37 shares 37 $18.2K 0.03% +15 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 205 shares; 2024Q2: 205 shares; 2024Q3: 205 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 205 shares 205 $18.1K 0.03% new Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 164 shares; 2024Q2: 164 shares; 2024Q3: 164 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 164 shares 164 $18K 0.03% new Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 57 shares; 2024Q2: 57 shares; 2024Q3: 57 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 57 shares 57 $17.3K 0.03% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 58 shares; 2024Q2: 58 shares; 2024Q3: 58 shares; 2024Q4: not reported; 2025Q1: 28 shares; 2025Q2: 58 shares 58 $16.8K 0.02% +30 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 17 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 170 shares 170 $16.5K 0.02% new Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 475 shares; 2024Q2: 475 shares; 2024Q3: 475 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 475 shares 475 $16.1K 0.02% new Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 53 shares; 2024Q2: 53 shares; 2024Q3: 53 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 53 shares 53 $15.6K 0.02% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 605 shares; 2024Q2: 605 shares; 2024Q3: 605 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 605 shares 605 $15.4K 0.02% new Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 281 shares; 2024Q2: 281 shares; 2024Q3: 281 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 281 shares 281 $15.3K 0.02% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 47 shares; 2024Q2: 47 shares; 2024Q3: 47 shares; 2024Q4: not reported; 2025Q1: 7 shares; 2025Q2: 47 shares 47 $15K 0.02% +40 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 109 shares; 2024Q2: 109 shares; 2024Q3: 109 shares; 2024Q4: not reported; 2025Q1: 28 shares; 2025Q2: 109 shares 109 $14.4K 0.02% +81 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 157 shares; 2024Q2: 157 shares; 2024Q3: 157 shares; 2024Q4: not reported; 2025Q1: 79 shares; 2025Q2: 157 shares 157 $14.4K 0.02% +78 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 235 shares; 2024Q2: 235 shares; 2024Q3: 235 shares; 2024Q4: not reported; 2025Q1: 77 shares; 2025Q2: 235 shares 235 $14.4K 0.02% +158 CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 50 shares; 2024Q2: 50 shares; 2024Q3: 50 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50 shares 50 $13.6K 0.02% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 271 shares; 2024Q2: 271 shares; 2024Q3: 271 shares; 2024Q4: not reported; 2025Q1: 43 shares; 2025Q2: 271 shares 271 $13.1K 0.02% +228 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 41 shares; 2024Q3: 41 shares; 2024Q4: not reported; 2025Q1: 41 shares; 2025Q2: 41 shares 41 $12.5K 0.02% 0 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 430 shares; 2024Q2: 430 shares; 2024Q3: 430 shares; 2024Q4: not reported; 2025Q1: 430 shares; 2025Q2: 430 shares 430 $12.1K 0.02% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 30 shares; 2024Q2: 30 shares; 2024Q3: 30 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30 shares 30 $11.9K 0.02% new Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,771 shares; 2024Q2: 2,771 shares; 2024Q3: 2,771 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,771 shares 2,771 $11.8K 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3 shares; 2024Q2: 3 shares; 2024Q3: 2 shares; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 2 shares 2 $11.6K 0.02% 0 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 53 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 53 shares 53 $11.5K 0.02% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 24 shares; 2024Q2: 24 shares; 2024Q3: 24 shares; 2024Q4: not reported; 2025Q1: 6 shares; 2025Q2: 24 shares 24 $11.1K 0.02% +18 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 388 shares; 2024Q2: 88 shares; 2024Q3: 88 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 88 shares 88 $10.9K 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 148 shares; 2024Q2: 148 shares; 2024Q3: 148 shares; 2024Q4: not reported; 2025Q1: 148 shares; 2025Q2: 148 shares 148 $10.5K 0.02% 0 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 10 shares; 2024Q2: 10 shares; 2024Q3: 10 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10 shares 10 $10.3K 0.02% new Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 110 shares; 2024Q2: 110 shares; 2024Q3: 110 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 110 shares 110 $10.3K 0.02% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 14 shares; 2024Q2: 14 shares; 2024Q3: 14 shares; 2024Q4: not reported; 2025Q1: 7 shares; 2025Q2: 14 shares 14 $10.3K 0.02% +7 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 187 shares; 2024Q2: 187 shares; 2024Q3: 55 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 55 shares 55 $10.1K 0.01% new Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 45 shares; 2024Q2: 45 shares; 2024Q3: 45 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 45 shares 45 $9.98K 0.01% new Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 76 shares; 2024Q2: 76 shares; 2024Q3: 76 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 380 shares 380 $9.89K 0.01% new Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 115 shares; 2024Q2: 115 shares; 2024Q3: 115 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 115 shares 115 $9.79K 0.01% new Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,176 shares; 2024Q2: 1,176 shares; 2024Q3: 1,176 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,176 shares 1,176 $9.76K 0.01% new Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 105 shares; 2024Q2: 105 shares; 2024Q3: 105 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 105 shares 105 $9.64K 0.01% new Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 612 shares; 2024Q2: 612 shares; 2024Q3: 612 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 612 shares 612 $9.41K 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 128 shares; 2024Q2: 128 shares; 2024Q3: 128 shares; 2024Q4: not reported; 2025Q1: 38 shares; 2025Q2: 128 shares 128 $9.37K 0.01% +90 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 23 shares; 2024Q2: 23 shares; 2024Q3: 23 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23 shares 23 $9.33K 0.01% new Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 648 shares; 2024Q2: 648 shares; 2024Q3: 648 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 648 shares 648 $9.17K 0.01% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 858 shares; 2024Q2: 358 shares; 2024Q3: 358 shares; 2024Q4: not reported; 2025Q1: 198 shares; 2025Q2: 198 shares 198 $9.16K 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 34 shares; 2024Q2: 34 shares; 2024Q3: 34 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34 shares 34 $9.07K 0.01% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 180 shares; 2024Q2: 180 shares; 2024Q3: 180 shares; 2024Q4: not reported; 2025Q1: 180 shares; 2025Q2: 180 shares 180 $9.07K 0.01% 0 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 56 shares; 2024Q2: 56 shares; 2024Q3: 56 shares; 2024Q4: not reported; 2025Q1: 26 shares; 2025Q2: 56 shares 56 $9K 0.01% +30 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 12 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17 shares 17 $9K 0.01% new Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 14 shares; 2024Q2: 14 shares; 2024Q3: 14 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10 shares 10 $8.96K 0.01% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 170 shares; 2024Q2: 170 shares; 2024Q3: 170 shares; 2024Q4: not reported; 2025Q1: 170 shares; 2025Q2: 170 shares 170 $8.94K 0.01% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 72 shares; 2024Q2: 72 shares; 2024Q3: 72 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32 shares 32 $8.94K 0.01% new Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 20 shares; 2024Q2: 20 shares; 2024Q3: 20 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20 shares 20 $8.75K 0.01% new Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 44 shares; 2024Q2: 88 shares; 2024Q3: 88 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 88 shares 88 $8.69K 0.01% new Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 27 shares; 2024Q2: 27 shares; 2024Q3: 27 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27 shares 27 $8.32K 0.01% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 50 shares; 2024Q2: 50 shares; 2024Q3: 50 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50 shares 50 $8.31K 0.01% new Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 540 shares; 2024Q2: 540 shares; 2024Q3: 540 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 540 shares 540 $8.16K 0.01% new Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 73 shares; 2024Q2: 73 shares; 2024Q3: 73 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 73 shares 73 $8.09K 0.01% new Timeline ANDE ANDERSONS INC More: the full row for ANDERSONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 15,240 shares; 2024Q2: 12,647 shares; 2024Q3: 11,745 shares; 2024Q4: 8,270 shares; 2025Q1: 9,055 shares; 2025Q2: 220 shares 220 $8.09K 0.01% -8,835 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 21 shares; 2024Q2: 21 shares; 2024Q3: 21 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21 shares 21 $8.04K 0.01% new Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 75 shares; 2024Q2: 75 shares; 2024Q3: 75 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 75 shares 75 $7.92K 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 54 shares; 2024Q2: 54 shares; 2024Q3: 54 shares; 2024Q4: not reported; 2025Q1: 54 shares; 2025Q2: 54 shares 54 $7.88K 0.01% 0 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 252 shares; 2024Q3: 252 shares; 2024Q4: not reported; 2025Q1: 252 shares; 2025Q2: 252 shares 252 $7.61K 0.01% 0 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 10 shares; 2024Q2: 10 shares; 2024Q3: 10 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10 shares 10 $7.53K 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 25 shares; 2024Q2: 25 shares; 2024Q3: 25 shares; 2024Q4: not reported; 2025Q1: 25 shares; 2025Q2: 25 shares 25 $7.5K 0.01% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 24 shares; 2024Q2: 24 shares; 2024Q3: 24 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24 shares 24 $7.4K 0.01% new Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1 shares; 2024Q2: 1 shares; 2024Q3: 1 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1 shares 1 $7.39K 0.01% new Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 245 shares; 2024Q2: 245 shares; 2024Q3: 245 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 245 shares 245 $7.33K 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 43 shares; 2024Q4: not reported; 2025Q1: 43 shares; 2025Q2: 43 shares 43 $7.25K 0.01% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 15,397 shares; 2024Q2: 12,925 shares; 2024Q3: 11,807 shares; 2024Q4: 11,820 shares; 2025Q1: 3,801 shares; 2025Q2: 173 shares 173 $7.23K 0.01% -3,628 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 33 shares; 2024Q2: 33 shares; 2024Q3: 33 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33 shares 33 $7.21K 0.01% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 130 shares; 2024Q2: 30 shares; 2024Q3: 30 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30 shares 30 $7.15K 0.01% new Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 67 shares; 2024Q2: 67 shares; 2024Q3: 67 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 67 shares 67 $7.12K 0.01% new Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 14 shares; 2024Q2: 14 shares; 2024Q3: 14 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14 shares 14 $7.12K 0.01% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 50 shares; 2024Q2: 50 shares; 2024Q3: 50 shares; 2024Q4: not reported; 2025Q1: 173 shares; 2025Q2: 50 shares 50 $7.09K 0.01% -123 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 46 shares; 2024Q2: 46 shares; 2024Q3: 46 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 46 shares 46 $7.07K 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 135 shares; 2024Q3: 135 shares; 2024Q4: not reported; 2025Q1: 135 shares; 2025Q2: 135 shares 135 $7.07K 0.01% 0 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 13 shares; 2024Q2: 13 shares; 2024Q3: 13 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 75 shares 75 $6.76K 0.01% new Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 15 shares; 2024Q2: 15 shares; 2024Q3: 15 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15 shares 15 $6.68K 0.01% new Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 63 shares; 2024Q2: 63 shares; 2024Q3: 63 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 63 shares 63 $6.62K 0.01% new Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 592 shares; 2024Q2: 92 shares; 2024Q3: 92 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 92 shares 92 $6.6K 0.01% new Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 299 shares; 2024Q2: 299 shares; 2024Q3: 299 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 299 shares 299 $6.54K 0.01% new Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 135 shares; 2024Q2: 135 shares; 2024Q3: 135 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 135 shares 135 $6.49K 0.01% new Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 50 shares; 2024Q2: 50 shares; 2024Q3: 50 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50 shares 50 $6.45K 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 75 shares; 2024Q2: 75 shares; 2024Q3: 75 shares; 2024Q4: not reported; 2025Q1: 15 shares; 2025Q2: 75 shares 75 $6.42K 0.01% +60 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 23 shares; 2024Q2: 23 shares; 2024Q3: 23 shares; 2024Q4: not reported; 2025Q1: 0 shares; 2025Q2: 23 shares 23 $6.28K 0.01% +23 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 169 shares; 2024Q4: not reported; 2025Q1: 169 shares; 2025Q2: 169 shares 169 $6.06K 0.01% 0 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 25 shares; 2024Q2: 25 shares; 2024Q3: 25 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25 shares 25 $6K 0.01% new Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 12 shares; 2024Q2: 12 shares; 2024Q3: 12 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12 shares 12 $6K 0.01% new Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 22 shares; 2024Q2: 22 shares; 2024Q3: 22 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22 shares 22 $5.86K 0.01% new Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 44 shares; 2024Q2: 44 shares; 2024Q3: 44 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 44 shares 44 $5.85K 0.01% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 202 shares; 2024Q2: 202 shares; 2024Q3: 125 shares; 2024Q4: not reported; 2025Q1: 125 shares; 2025Q2: 73 shares 73 $5.85K 0.01% -52 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 65 shares; 2024Q2: 65 shares; 2024Q3: 65 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 65 shares 65 $5.83K 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 48 shares; 2024Q2: 48 shares; 2024Q3: 48 shares; 2024Q4: not reported; 2025Q1: 48 shares; 2025Q2: 48 shares 48 $5.81K 0.01% 0 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 10 shares; 2024Q2: 10 shares; 2024Q3: 10 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10 shares 10 $5.77K 0.01% new Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 71 shares; 2024Q2: 71 shares; 2024Q3: 71 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 71 shares 71 $5.71K 0.01% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 57,591 shares; 2024Q2: 45,504 shares; 2024Q3: 43,317 shares; 2024Q4: 43,287 shares; 2025Q1: 29,049 shares; 2025Q2: 590 shares 590 $5.69K 0.01% -28,459 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2 shares; 2024Q2: 100 shares; 2024Q3: 100 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 100 shares 100 $5.62K 0.01% new Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 10 shares; 2024Q2: 10 shares; 2024Q3: 10 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10 shares 10 $5.57K 0.01% new Timeline TOTALENERGIES SE -SPON ADR TOTALENERGIES SE -SPON ADR More: the full row for TOTALENERGIES SE -SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 90 shares; 2024Q2: 90 shares; 2024Q3: 90 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 90 shares 90 $5.53K 0.01% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 23 shares; 2024Q2: 23 shares; 2024Q3: 23 shares; 2024Q4: not reported; 2025Q1: 23 shares; 2025Q2: 23 shares 23 $5.47K 0.01% 0 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 10 shares; 2024Q2: 10 shares; 2024Q3: 10 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10 shares 10 $5.36K 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 71 shares; 2024Q2: 71 shares; 2024Q3: 71 shares; 2024Q4: not reported; 2025Q1: 71 shares; 2025Q2: 71 shares 71 $5.29K 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 10 shares; 2024Q2: 10 shares; 2024Q3: 10 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10 shares 10 $5.27K 0.01% new Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5 shares; 2024Q2: 5 shares; 2024Q3: 5 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5 shares 5 $5.2K 0.01% new Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 75 shares; 2024Q2: 75 shares; 2024Q3: 75 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 75 shares 75 $5.14K 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 56 shares; 2024Q2: 56 shares; 2024Q3: 56 shares; 2024Q4: not reported; 2025Q1: 56 shares; 2025Q2: 56 shares 56 $5.1K 0.01% 0 Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 174 shares; 2024Q2: 174 shares; 2024Q3: 174 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 174 shares 174 $5.02K 0.01% new Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 15 shares; 2024Q2: 15 shares; 2024Q3: 15 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15 shares 15 $4.91K 0.01% new Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 15 shares; 2024Q2: 15 shares; 2024Q3: 15 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15 shares 15 $4.8K 0.01% new Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 39 shares; 2024Q2: 39 shares; 2024Q3: 39 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 39 shares 39 $4.67K 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 20 shares; 2024Q2: 20 shares; 2024Q3: 20 shares; 2024Q4: not reported; 2025Q1: 20 shares; 2025Q2: 20 shares 20 $4.66K 0.01% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 103 shares; 2024Q2: 103 shares; 2024Q3: 103 shares; 2024Q4: not reported; 2025Q1: 58 shares; 2025Q2: 58 shares 58 $4.62K 0.01% 0 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 35 shares; 2024Q2: 35 shares; 2024Q3: 35 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35 shares 35 $4.51K 0.01% new Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 102 shares; 2024Q2: 102 shares; 2024Q3: 102 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 102 shares 102 $4.42K 0.01% new Timeline 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 20 shares; 2024Q2: 20 shares; 2024Q3: 20 shares; 2024Q4: not reported; 2025Q1: 20 shares; 2025Q2: 20 shares 20 $4.42K 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 64 shares; 2024Q2: 64 shares; 2024Q3: 64 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 64 shares 64 $4.4K 0.01% new Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 171 shares; 2024Q2: 171 shares; 2024Q3: 171 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 171 shares 171 $4.3K 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 49 shares; 2024Q2: 49 shares; 2024Q3: 50 shares; 2024Q4: not reported; 2025Q1: 153 shares; 2025Q2: 155 shares 155 $4.1K 0.01% +2 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 1,103 shares; 2024Q3: 148 shares; 2024Q4: not reported; 2025Q1: 148 shares; 2025Q2: 148 shares 148 $4.01K 0.01% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 15 shares; 2024Q2: 15 shares; 2024Q3: 15 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15 shares 15 $4.01K 0.01% new Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 39 shares; 2024Q2: 39 shares; 2024Q3: 39 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 39 shares 39 $3.91K 0.01% new Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 15 shares; 2024Q2: 15 shares; 2024Q3: 15 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15 shares 15 $3.91K 0.01% new Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 24 shares; 2024Q2: 24 shares; 2024Q3: 24 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24 shares 24 $3.9K 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 66 shares; 2024Q3: 66 shares; 2024Q4: not reported; 2025Q1: 37 shares; 2025Q2: 37 shares 37 $3.81K 0.01% 0 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 7 shares; 2024Q2: 7 shares; 2024Q3: 7 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7 shares 7 $3.67K 0.01% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 110 shares; 2024Q3: 110 shares; 2024Q4: not reported; 2025Q1: 105 shares; 2025Q2: 10 shares 10 $3.66K 0.01% -95 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 24 shares; 2024Q2: 24 shares; 2024Q3: 24 shares; 2024Q4: not reported; 2025Q1: 24 shares; 2025Q2: 24 shares 24 $3.65K 0.01% 0 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 37 shares; 2024Q2: 37 shares; 2024Q3: 37 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37 shares 37 $3.52K 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 55 shares; 2024Q3: 55 shares; 2024Q4: not reported; 2025Q1: 55 shares; 2025Q2: 55 shares 55 $3.49K 0.01% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 128 shares; 2024Q4: not reported; 2025Q1: 128 shares; 2025Q2: 128 shares 128 $3.43K 0.01% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 15 shares; 2024Q2: 15 shares; 2024Q3: 15 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15 shares 15 $3.41K 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 70 shares; 2024Q3: 50 shares; 2024Q4: not reported; 2025Q1: 50 shares; 2025Q2: 50 shares 50 $3.4K <0.01% 0 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 100 shares; 2024Q4: not reported; 2025Q1: 0 shares; 2025Q2: 100 shares 100 $3.38K <0.01% +100 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 217 shares; 2024Q2: 217 shares; 2024Q3: 217 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 217 shares 217 $3.35K <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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 148 shares; 2024Q2: 148 shares; 2024Q3: 148 shares; 2024Q4: not reported; 2025Q1: 148 shares; 2025Q2: 148 shares 148 $3.31K <0.01% 0 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 25 shares; 2024Q2: 25 shares; 2024Q3: 25 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25 shares 25 $3.19K <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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 42 shares; 2024Q3: 42 shares; 2024Q4: not reported; 2025Q1: 42 shares; 2025Q2: 42 shares 42 $3.15K <0.01% 0 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 37 shares; 2024Q2: 37 shares; 2024Q3: 37 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37 shares 37 $2.97K <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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 63 shares; 2024Q2: 63 shares; 2024Q3: 63 shares; 2024Q4: not reported; 2025Q1: 63 shares; 2025Q2: 63 shares 63 $2.85K <0.01% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 68 shares; 2024Q3: 68 shares; 2024Q4: not reported; 2025Q1: 68 shares; 2025Q2: 68 shares 68 $2.77K <0.01% 0 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 47 shares; 2024Q2: 47 shares; 2024Q3: 47 shares; 2024Q4: not reported; 2025Q1: 47 shares; 2025Q2: 47 shares 47 $2.72K <0.01% 0 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 40 shares; 2024Q3: 40 shares; 2024Q4: not reported; 2025Q1: 40 shares; 2025Q2: 40 shares 40 $2.69K <0.01% 0 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 40 shares; 2024Q2: 40 shares; 2024Q3: 40 shares; 2024Q4: not reported; 2025Q1: 40 shares; 2025Q2: 40 shares 40 $2.69K <0.01% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 15 shares; 2024Q2: 15 shares; 2024Q3: 15 shares; 2024Q4: not reported; 2025Q1: 15 shares; 2025Q2: 15 shares 15 $2.58K <0.01% 0 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 19 shares; 2024Q2: 19 shares; 2024Q3: 19 shares; 2024Q4: not reported; 2025Q1: 19 shares; 2025Q2: 19 shares 19 $1.88K <0.01% 0 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23 shares 23 $1.7K <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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 20 shares; 2024Q2: 20 shares; 2024Q3: 20 shares; 2024Q4: not reported; 2025Q1: 20 shares; 2025Q2: 20 shares 20 $1.44K <0.01% 0 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 22 shares; 2024Q2: 22 shares; 2024Q3: 22 shares; 2024Q4: not reported; 2025Q1: 22 shares; 2025Q2: 22 shares 22 $1.24K <0.01% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 112 shares; 2024Q2: 112 shares; 2024Q3: 112 shares; 2024Q4: not reported; 2025Q1: 112 shares; 2025Q2: 112 shares 112 $969 <0.01% 0 Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 15 shares; 2024Q3: 15 shares; 2024Q4: not reported; 2025Q1: 15 shares; 2025Q2: 15 shares 15 $829 <0.01% 0 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 15 shares; 2024Q3: 15 shares; 2024Q4: not reported; 2025Q1: 15 shares; 2025Q2: 15 shares 15 $742 <0.01% 0 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 64 shares; 2024Q3: 14 shares; 2024Q4: not reported; 2025Q1: 3 shares; 2025Q2: 3 shares 3 $711 <0.01% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 8 shares; 2024Q3: 8 shares; 2024Q4: not reported; 2025Q1: 8 shares; 2025Q2: 8 shares 8 $599 <0.01% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 17 shares; 2024Q2: 17 shares; 2024Q3: 17 shares; 2024Q4: not reported; 2025Q1: 17 shares; 2025Q2: 17 shares 17 $595 <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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 15 shares; 2024Q3: 15 shares; 2024Q4: not reported; 2025Q1: 15 shares; 2025Q2: 15 shares 15 $558 <0.01% 0 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 17 shares; 2024Q3: 17 shares; 2024Q4: not reported; 2025Q1: 17 shares; 2025Q2: 17 shares 17 $540 <0.01% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 10 shares; 2024Q2: 10 shares; 2024Q3: 10 shares; 2024Q4: not reported; 2025Q1: 10 shares; 2025Q2: 10 shares 10 $536 <0.01% 0 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 7 shares; 2024Q2: 7 shares; 2024Q3: 7 shares; 2024Q4: not reported; 2025Q1: 20 shares; 2025Q2: 20 shares 20 $472 <0.01% 0 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 18 shares; 2024Q3: 18 shares; 2024Q4: not reported; 2025Q1: 18 shares; 2025Q2: 18 shares 18 $445 <0.01% 0 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1 shares; 2024Q2: 1 shares; 2024Q3: 1 shares; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares 1 $74 <0.01% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3 shares; 2024Q2: 3 shares; 2024Q3: 3 shares; 2024Q4: not reported; 2025Q1: 3 shares; 2025Q2: 3 shares 3 $66 <0.01% 0 Timeline