FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 264,396 shares; 2023Q4: 234,558 shares; 2024Q1: 237,653 shares; 2024Q2: 255,753 shares; 2024Q3: 250,758 shares; 2024Q4: 231,968 shares; 2025Q1: 245,876 shares 245,876 $12.5M 3.38% +13,908 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 44,984 shares; 2023Q4: 39,865 shares; 2024Q1: 33,230 shares; 2024Q2: 35,365 shares; 2024Q3: 36,448 shares; 2024Q4: 35,450 shares; 2025Q1: 36,507 shares 36,507 $9.24M 2.5% +1,057 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 27,082 shares; 2023Q4: 28,206 shares; 2024Q1: 31,015 shares; 2024Q2: 32,065 shares; 2024Q3: 31,948 shares; 2024Q4: 23,187 shares; 2025Q1: 22,903 shares 22,903 $8.88M 2.4% -284 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 1,023 shares; 2024Q1: 71,045 shares; 2024Q2: 79,990 shares; 2024Q3: 113,078 shares; 2024Q4: 158,283 shares; 2025Q1: 175,361 shares 175,361 $8.85M 2.4% +17,078 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 835 shares; 2023Q4: 3,189 shares; 2024Q1: 139,107 shares; 2024Q2: 153,478 shares; 2024Q3: 147,203 shares; 2024Q4: 155,474 shares; 2025Q1: 167,746 shares 167,746 $8.52M 2.31% +12,272 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 1,803 shares; 2024Q1: 103,883 shares; 2024Q2: 117,098 shares; 2024Q3: 165,203 shares; 2024Q4: 203,024 shares; 2025Q1: 205,588 shares 205,588 $8.4M 2.27% +2,564 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 13,479 shares; 2023Q4: 15,567 shares; 2024Q1: 17,575 shares; 2024Q2: 18,627 shares; 2024Q3: 18,987 shares; 2024Q4: 16,130 shares; 2025Q1: 15,719 shares 15,719 $8.15M 2.21% -411 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 12,711 shares; 2023Q4: 12,890 shares; 2024Q1: 14,480 shares; 2024Q2: 13,750 shares; 2024Q3: 14,401 shares; 2024Q4: 15,104 shares; 2025Q1: 16,059 shares 16,059 $7.05M 1.91% +955 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 60,866 shares; 2023Q4: 61,493 shares; 2024Q1: 60,812 shares; 2024Q2: 60,522 shares; 2024Q3: 61,390 shares; 2024Q4: 62,683 shares; 2025Q1: 65,400 shares 65,400 $7.02M 1.9% +2,717 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 25,048 shares; 2023Q4: 28,811 shares; 2024Q1: 32,089 shares; 2024Q2: 33,868 shares; 2024Q3: 35,288 shares; 2024Q4: 41,462 shares; 2025Q1: 40,508 shares 40,508 $6.81M 1.84% -954 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 988 shares; 2023Q4: 1,065 shares; 2024Q1: 1,240 shares; 2024Q2: 1,368 shares; 2024Q3: 1,433 shares; 2024Q4: 1,342 shares; 2025Q1: 1,318 shares 1,318 $6.68M 1.81% -24 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 77 shares; 2023Q4: 469 shares; 2024Q1: 192 shares; 2024Q2: 228 shares; 2024Q3: not reported; 2024Q4: 54,922 shares; 2025Q1: 60,617 shares 60,617 $6.61M 1.79% +5,695 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 5,187 shares; 2023Q4: 4,338 shares; 2024Q1: 35,564 shares; 2024Q2: 52,553 shares; 2024Q3: 70,378 shares; 2024Q4: 96,309 shares; 2025Q1: 125,476 shares 125,476 $6.26M 1.69% +29,167 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 9,503 shares; 2023Q4: 9,846 shares; 2024Q1: 8,860 shares; 2024Q2: 10,206 shares; 2024Q3: 10,622 shares; 2024Q4: 10,730 shares; 2025Q1: 10,466 shares 10,466 $6.2M 1.68% -264 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 148,036 shares; 2023Q4: 136,433 shares; 2024Q1: 128,440 shares; 2024Q2: 128,361 shares; 2024Q3: 130,054 shares; 2024Q4: 129,209 shares; 2025Q1: 132,243 shares 132,243 $6.1M 1.65% +3,034 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 99,712 shares; 2023Q4: 92,346 shares; 2024Q1: 78,244 shares; 2024Q2: 82,660 shares; 2024Q3: 93,119 shares; 2024Q4: 81,559 shares; 2025Q1: 84,142 shares 84,142 $6.1M 1.65% +2,583 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 52,918 shares; 2023Q4: 50,360 shares; 2024Q1: 50,114 shares; 2024Q2: 49,307 shares; 2024Q3: 43,914 shares; 2024Q4: 43,777 shares; 2025Q1: 35,455 shares 35,455 $6.02M 1.63% -8,322 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 41,519 shares; 2023Q4: 43,847 shares; 2024Q1: 50,276 shares; 2024Q2: 57,468 shares; 2024Q3: 67,307 shares; 2024Q4: 67,040 shares; 2025Q1: 61,298 shares 61,298 $5.18M 1.4% -5,742 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 47,154 shares; 2023Q4: 44,037 shares; 2024Q1: 42,332 shares; 2024Q2: 41,420 shares; 2024Q3: 40,811 shares; 2024Q4: 41,684 shares; 2025Q1: 42,343 shares 42,343 $5.1M 1.38% +659 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 18,803 shares; 2023Q4: 18,705 shares; 2024Q1: 22,367 shares; 2024Q2: 17,903 shares; 2024Q3: 17,797 shares; 2024Q4: 17,810 shares; 2025Q1: 18,396 shares 18,396 $5.02M 1.36% +586 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 49,262 shares; 2023Q4: 39,551 shares; 2024Q1: 32,989 shares; 2024Q2: 36,083 shares; 2024Q3: 37,042 shares; 2024Q4: 38,582 shares; 2025Q1: 43,432 shares 43,432 $4.99M 1.35% +4,850 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 18,187 shares; 2023Q4: 18,617 shares; 2024Q1: 20,815 shares; 2024Q2: 22,115 shares; 2024Q3: 25,779 shares; 2024Q4: 24,491 shares; 2025Q1: 25,094 shares 25,094 $4.84M 1.31% +603 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 42,780 shares; 2023Q4: 39,282 shares; 2024Q1: 53,417 shares; 2024Q2: 60,333 shares; 2024Q3: 57,585 shares; 2024Q4: 58,666 shares; 2025Q1: 59,844 shares 59,844 $4.81M 1.3% +1,178 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 47,375 shares; 2023Q4: 48,231 shares; 2024Q1: 49,062 shares; 2024Q2: 51,903 shares; 2024Q3: 51,687 shares; 2024Q4: 55,133 shares; 2025Q1: 57,065 shares 57,065 $4.76M 1.29% +1,932 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 95,250 shares; 2025Q1: 91,262 shares 91,262 $4.56M 1.24% -3,988 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 21,662 shares; 2023Q4: 24,228 shares; 2024Q1: 28,633 shares; 2024Q2: 25,675 shares; 2024Q3: 28,325 shares; 2024Q4: 27,931 shares; 2025Q1: 29,750 shares 29,750 $4.54M 1.23% +1,819 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 68 shares; 2023Q4: 60 shares; 2024Q1: 61 shares; 2024Q2: 109 shares; 2024Q3: 255 shares; 2024Q4: 12,791 shares; 2025Q1: 14,379 shares 14,379 $4.41M 1.19% +1,588 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 26,975 shares; 2024Q2: 30,701 shares; 2024Q3: 30,646 shares; 2024Q4: 51,870 shares; 2025Q1: 51,951 shares 51,951 $4.34M 1.17% +81 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 70,729 shares; 2023Q4: 65,167 shares; 2024Q1: 61,257 shares; 2024Q2: 59,283 shares; 2024Q3: 53,718 shares; 2024Q4: 55,137 shares; 2025Q1: 77,104 shares 77,104 $4.33M 1.17% +21,967 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 47,682 shares; 2023Q4: 48,395 shares; 2024Q1: 50,191 shares; 2024Q2: 51,959 shares; 2024Q3: 53,607 shares; 2024Q4: 56,416 shares; 2025Q1: 54,716 shares 54,716 $4.27M 1.16% -1,700 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 17,242 shares; 2023Q4: 17,416 shares; 2024Q1: 16,258 shares; 2024Q2: 20,782 shares; 2024Q3: 23,165 shares; 2024Q4: 22,996 shares; 2025Q1: 23,621 shares 23,621 $4.17M 1.13% +625 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; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 11 shares; 2024Q1: 232 shares; 2024Q2: 16,106 shares; 2024Q3: 16,688 shares; 2024Q4: 17,958 shares; 2025Q1: 18,682 shares 18,682 $4.11M 1.11% +724 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 65,604 shares; 2023Q4: 66,053 shares; 2024Q1: 68,847 shares; 2024Q2: 76,204 shares; 2024Q3: 80,212 shares; 2024Q4: 42,174 shares; 2025Q1: 43,519 shares 43,519 $4.11M 1.11% +1,345 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 57,314 shares; 2023Q4: 31,463 shares; 2024Q1: 36,205 shares; 2024Q2: 39,685 shares; 2024Q3: 40,493 shares; 2024Q4: 42,179 shares; 2025Q1: 43,840 shares 43,840 $4.06M 1.1% +1,661 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 64,736 shares; 2023Q4: 58,705 shares; 2024Q1: 53,911 shares; 2024Q2: 52,449 shares; 2024Q3: 53,096 shares; 2024Q4: 55,275 shares; 2025Q1: 56,884 shares 56,884 $4.01M 1.09% +1,609 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 7,806 shares; 2023Q4: 8,338 shares; 2024Q1: 8,837 shares; 2024Q2: 8,746 shares; 2024Q3: 8,288 shares; 2024Q4: 8,753 shares; 2025Q1: 7,796 shares 7,796 $4.01M 1.08% -957 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,001 shares; 2025Q1: 4,290 shares 4,290 $3.96M 1.07% +289 Timeline SCHI SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 313 shares; 2023Q4: 102,990 shares; 2024Q1: 121,634 shares; 2024Q2: 135,360 shares; 2024Q3: 286,383 shares; 2024Q4: 169,709 shares; 2025Q1: 177,065 shares 177,065 $3.93M 1.06% +7,356 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 9,685 shares; 2023Q4: 10,385 shares; 2024Q1: 11,829 shares; 2024Q2: 13,492 shares; 2024Q3: 13,830 shares; 2024Q4: 11,924 shares; 2025Q1: 10,952 shares 10,952 $3.86M 1.05% -972 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 99,484 shares; 2023Q4: 94,879 shares; 2024Q1: 87,583 shares; 2024Q2: 88,085 shares; 2024Q3: 90,168 shares; 2024Q4: 98,717 shares; 2025Q1: 104,403 shares 104,403 $3.82M 1.03% +5,686 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,876 shares; 2023Q4: 2,897 shares; 2024Q1: 3,068 shares; 2024Q2: 3,359 shares; 2024Q3: 3,428 shares; 2024Q4: 3,897 shares; 2025Q1: 14,003 shares 14,003 $3.8M 1.03% +10,106 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 95,140 shares; 2023Q4: 77,731 shares; 2024Q1: 69,429 shares; 2024Q2: 84,168 shares; 2024Q3: 86,249 shares; 2024Q4: 86,672 shares; 2025Q1: 93,562 shares 93,562 $3.65M 0.99% +6,890 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 35,720 shares; 2023Q4: 33,996 shares; 2024Q1: 35,740 shares; 2024Q2: 36,095 shares; 2024Q3: 37,266 shares; 2024Q4: 47,974 shares; 2025Q1: 28,989 shares 28,989 $3.65M 0.99% -18,985 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 24,342 shares; 2023Q4: 22,550 shares; 2024Q1: 20,620 shares; 2024Q2: 22,330 shares; 2024Q3: 24,398 shares; 2024Q4: 28,428 shares; 2025Q1: 30,910 shares 30,910 $3.63M 0.98% +2,482 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 5,307 shares; 2023Q4: 5,892 shares; 2024Q1: 6,748 shares; 2024Q2: 7,007 shares; 2024Q3: 6,757 shares; 2024Q4: 6,580 shares; 2025Q1: 6,192 shares 6,192 $3.52M 0.95% -388 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 13,220 shares; 2023Q4: 11,994 shares; 2024Q1: 11,216 shares; 2024Q2: 10,662 shares; 2024Q3: 10,785 shares; 2024Q4: 11,892 shares; 2025Q1: 12,604 shares 12,604 $3.35M 0.91% +712 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 47,323 shares; 2023Q4: 41,157 shares; 2024Q1: 36,290 shares; 2024Q2: 36,104 shares; 2024Q3: 36,543 shares; 2024Q4: 38,341 shares; 2025Q1: 43,261 shares 43,261 $3.29M 0.89% +4,920 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 9 shares; 2023Q4: 83 shares; 2024Q1: 93 shares; 2024Q2: 2,536 shares; 2024Q3: 2,552 shares; 2024Q4: 3,716 shares; 2025Q1: 27,272 shares 27,272 $3.18M 0.86% +23,556 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 495 shares; 2025Q1: 13,928 shares 13,928 $3.03M 0.82% +13,433 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,639 shares; 2023Q4: 40,051 shares; 2024Q1: 47,073 shares; 2024Q2: 46,729 shares; 2024Q3: 43,488 shares; 2024Q4: 48,528 shares; 2025Q1: 44,027 shares 44,027 $2.92M 0.79% -4,501 Timeline ECO OKEANIS ECO TANKERS COR More: the full row for OKEANIS ECO TANKERS COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 39,407 shares; 2025Q1: 122,529 shares 122,529 $2.91M 0.79% +83,122 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 11,605 shares; 2023Q4: 12,744 shares; 2024Q1: 14,631 shares; 2024Q2: 16,402 shares; 2024Q3: 16,426 shares; 2024Q4: 17,487 shares; 2025Q1: 19,005 shares 19,005 $2.83M 0.77% +1,518 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 74,498 shares; 2023Q4: 65,824 shares; 2024Q1: 54,680 shares; 2024Q2: 54,926 shares; 2024Q3: 55,480 shares; 2024Q4: 60,394 shares; 2025Q1: 60,583 shares 60,583 $2.64M 0.72% +189 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 296 shares; 2023Q4: 155 shares; 2024Q1: 32 shares; 2024Q2: 32 shares; 2024Q3: 32 shares; 2024Q4: 27,438 shares; 2025Q1: 48,696 shares 48,696 $2.61M 0.71% +21,258 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; 2023Q2: restricted; 2023Q3: 1,024,029 shares; 2023Q4: 920,469 shares; 2024Q1: 795,634 shares; 2024Q2: 779,586 shares; 2024Q3: 768,765 shares; 2024Q4: 786,729 shares; 2025Q1: 641,487 shares 641,487 $2.56M 0.69% -145,242 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 86,291 shares; 2023Q4: 108,830 shares; 2024Q1: 119,851 shares; 2024Q2: 98,082 shares; 2024Q3: 101,267 shares; 2024Q4: 103,382 shares; 2025Q1: 114,160 shares 114,160 $2.54M 0.69% +10,778 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 23,139 shares; 2023Q4: 25,729 shares; 2024Q1: 29,547 shares; 2024Q2: 36,331 shares; 2024Q3: 38,575 shares; 2024Q4: 38,489 shares; 2025Q1: 38,151 shares 38,151 $2.52M 0.68% -338 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,726 shares; 2023Q4: 2,973 shares; 2024Q1: 3,903 shares; 2024Q2: 4,650 shares; 2024Q3: 5,094 shares; 2024Q4: 5,894 shares; 2025Q1: 6,567 shares 6,567 $2.52M 0.68% +673 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 101,496 shares; 2023Q4: 97,172 shares; 2024Q1: 62,026 shares; 2024Q2: 33,764 shares; 2024Q3: 29,463 shares; 2024Q4: 29,601 shares; 2025Q1: 31,794 shares 31,794 $2.49M 0.67% +2,193 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 21,017 shares; 2024Q3: 23,839 shares; 2024Q4: 24,387 shares; 2025Q1: 22,781 shares 22,781 $2.45M 0.66% -1,606 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 5,045 shares; 2023Q4: 5,538 shares; 2024Q1: 6,378 shares; 2024Q2: 7,053 shares; 2024Q3: 7,441 shares; 2024Q4: 10,318 shares; 2025Q1: 5,960 shares 5,960 $2.41M 0.65% -4,358 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 15,804 shares; 2024Q3: 18,214 shares; 2024Q4: 18,307 shares; 2025Q1: 20,435 shares 20,435 $2.36M 0.64% +2,128 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 14,689 shares; 2023Q4: 13,263 shares; 2024Q1: 11,855 shares; 2024Q2: 11,597 shares; 2024Q3: 11,886 shares; 2024Q4: 12,295 shares; 2025Q1: 13,545 shares 13,545 $2.35M 0.64% +1,250 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 6,374 shares; 2023Q4: 6,860 shares; 2024Q1: 7,341 shares; 2024Q2: 8,165 shares; 2024Q3: 8,598 shares; 2024Q4: 8,781 shares; 2025Q1: 7,809 shares 7,809 $2.21M 0.6% -972 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 9,978 shares; 2025Q1: 18,365 shares 18,365 $2.2M 0.6% +8,387 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 7,797 shares; 2023Q4: 9,029 shares; 2024Q1: 10,873 shares; 2024Q2: 12,491 shares; 2024Q3: 11,493 shares; 2024Q4: 11,709 shares; 2025Q1: 9,965 shares 9,965 $2.18M 0.59% -1,744 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 14,780 shares; 2023Q4: 15,416 shares; 2024Q1: 17,350 shares; 2024Q2: 18,708 shares; 2024Q3: 17,865 shares; 2024Q4: 17,039 shares; 2025Q1: 13,749 shares 13,749 $2.07M 0.56% -3,290 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 4,134 shares; 2023Q4: 4,143 shares; 2024Q1: 4,143 shares; 2024Q2: 4,143 shares; 2024Q3: 4,248 shares; 2024Q4: 4,143 shares; 2025Q1: 4,143 shares 4,143 $2.04M 0.55% 0 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 30,881 shares; 2023Q4: 26,870 shares; 2024Q1: 27,685 shares; 2024Q2: 28,622 shares; 2024Q3: 29,901 shares; 2024Q4: 28,204 shares; 2025Q1: 26,338 shares 26,338 $2M 0.54% -1,866 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 11,418 shares; 2023Q4: 12,812 shares; 2024Q1: 14,417 shares; 2024Q2: 15,544 shares; 2024Q3: 16,192 shares; 2024Q4: 9,028 shares; 2025Q1: 8,865 shares 8,865 $1.98M 0.54% -163 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 14,666 shares; 2023Q4: 16,722 shares; 2024Q1: 18,814 shares; 2024Q2: 20,243 shares; 2024Q3: 20,932 shares; 2024Q4: 11,180 shares; 2025Q1: 10,869 shares 10,869 $1.93M 0.52% -311 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 22,288 shares; 2024Q1: 23,831 shares; 2024Q2: 25,944 shares; 2024Q3: 26,641 shares; 2024Q4: 25,286 shares; 2025Q1: 23,557 shares 23,557 $1.91M 0.52% -1,729 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,352 shares; 2023Q4: 2,544 shares; 2024Q1: 2,848 shares; 2024Q2: 4,971 shares; 2024Q3: 6,925 shares; 2024Q4: 6,301 shares; 2025Q1: 6,598 shares 6,598 $1.82M 0.49% +297 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,948 shares; 2023Q4: 2,151 shares; 2024Q1: 2,490 shares; 2024Q2: 5,820 shares; 2024Q3: 6,358 shares; 2024Q4: 6,279 shares; 2025Q1: 6,191 shares 6,191 $1.78M 0.48% -88 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 11,474 shares; 2023Q4: 11,295 shares; 2024Q1: 12,033 shares; 2024Q2: 10,175 shares; 2024Q3: 10,729 shares; 2024Q4: 10,814 shares; 2025Q1: 11,507 shares 11,507 $1.78M 0.48% +693 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 136,681 shares; 2023Q4: 129,849 shares; 2024Q1: 136,566 shares; 2024Q2: 138,812 shares; 2024Q3: 140,357 shares; 2024Q4: 141,107 shares; 2025Q1: 49,479 shares 49,479 $1.69M 0.46% -91,628 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 11,104 shares; 2023Q4: 11,959 shares; 2024Q1: 11,701 shares; 2024Q2: 14,460 shares; 2024Q3: 16,257 shares; 2024Q4: 16,164 shares; 2025Q1: 15,926 shares 15,926 $1.69M 0.46% -238 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 6,716 shares; 2024Q3: 10,600 shares; 2024Q4: 11,546 shares; 2025Q1: 11,529 shares 11,529 $1.67M 0.45% -17 Timeline XBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 10,520 shares; 2023Q4: 12,378 shares; 2024Q1: 20,283 shares; 2024Q2: 19,217 shares; 2024Q3: 31,924 shares; 2024Q4: 31,867 shares; 2025Q1: 33,364 shares 33,364 $1.67M 0.45% +1,497 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 14,074 shares; 2023Q4: 14,641 shares; 2024Q1: 16,351 shares; 2024Q2: 17,627 shares; 2024Q3: 16,371 shares; 2024Q4: 21,426 shares; 2025Q1: 21,755 shares 21,755 $1.36M 0.37% +329 IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 105 shares; 2023Q4: 973 shares; 2024Q1: 6,756 shares; 2024Q2: 11,873 shares; 2024Q3: 11,956 shares; 2024Q4: 13,407 shares; 2025Q1: 13,974 shares 13,974 $1.36M 0.37% +567 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 214 shares; 2023Q4: 3,021 shares; 2024Q1: 5,262 shares; 2024Q2: 5,953 shares; 2024Q3: 6,309 shares; 2024Q4: 6,760 shares; 2025Q1: 7,858 shares 7,858 $1.34M 0.36% +1,098 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 23,005 shares; 2023Q4: 21,318 shares; 2024Q1: 20,041 shares; 2024Q2: 20,424 shares; 2024Q3: 21,036 shares; 2024Q4: 21,554 shares; 2025Q1: 21,981 shares 21,981 $1.31M 0.35% +427 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 8,729 shares; 2023Q4: 9,252 shares; 2024Q1: 10,806 shares; 2024Q2: 11,238 shares; 2024Q3: 11,084 shares; 2024Q4: 11,739 shares; 2025Q1: 11,761 shares 11,761 $1.28M 0.35% +22 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 821 shares; 2023Q4: 10,933 shares; 2024Q1: 22,617 shares; 2024Q2: 24,601 shares; 2024Q3: 32,909 shares; 2024Q4: 27,082 shares; 2025Q1: 27,871 shares 27,871 $1.27M 0.34% +789 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 4,278 shares; 2023Q4: 4,404 shares; 2024Q1: 4,889 shares; 2024Q2: 5,316 shares; 2024Q3: 5,448 shares; 2024Q4: 5,869 shares; 2025Q1: 6,042 shares 6,042 $1.25M 0.34% +173 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 44,945 shares; 2023Q4: 34,695 shares; 2024Q1: 35,383 shares; 2024Q2: 36,485 shares; 2024Q3: 38,635 shares; 2024Q4: 28,072 shares; 2025Q1: 26,682 shares 26,682 $1.22M 0.33% -1,390 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 253 shares; 2023Q4: 1,672 shares; 2024Q1: 9,842 shares; 2024Q2: 10,175 shares; 2024Q3: 10,286 shares; 2024Q4: 11,917 shares; 2025Q1: 11,975 shares 11,975 $1.16M 0.31% +58 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 2,685 shares; 2024Q1: 16,234 shares; 2024Q2: 18,737 shares; 2024Q3: 19,750 shares; 2024Q4: 22,773 shares; 2025Q1: 23,278 shares 23,278 $1.16M 0.31% +505 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 4,451 shares; 2023Q4: 4,971 shares; 2024Q1: 5,570 shares; 2024Q2: 9,781 shares; 2024Q3: 10,851 shares; 2024Q4: 12,222 shares; 2025Q1: 12,409 shares 12,409 $1.1M 0.3% +187 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 5,472 shares; 2023Q4: 5,942 shares; 2024Q1: 6,602 shares; 2024Q2: 7,547 shares; 2024Q3: 7,406 shares; 2024Q4: 6,429 shares; 2025Q1: 5,961 shares 5,961 $1.1M 0.3% -468 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,272 shares; 2023Q4: 1,330 shares; 2024Q1: 1,399 shares; 2024Q2: 1,505 shares; 2024Q3: 1,734 shares; 2024Q4: 1,754 shares; 2025Q1: 1,542 shares 1,542 $1.07M 0.29% -212 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,078 shares; 2023Q4: 2,323 shares; 2024Q1: 4,010 shares; 2024Q2: 3,071 shares; 2024Q3: 2,787 shares; 2024Q4: 2,851 shares; 2025Q1: 2,808 shares 2,808 $1.07M 0.29% -43 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 13,412 shares; 2023Q4: 14,251 shares; 2024Q1: 15,266 shares; 2024Q2: 16,396 shares; 2024Q3: 14,829 shares; 2024Q4: 15,185 shares; 2025Q1: 14,753 shares 14,753 $1.03M 0.28% -432 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 3,183 shares; 2023Q4: 3,720 shares; 2024Q1: 4,324 shares; 2024Q2: 4,847 shares; 2024Q3: 4,651 shares; 2024Q4: 4,667 shares; 2025Q1: 4,234 shares 4,234 $1M 0.27% -433 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,568 shares; 2023Q4: 2,832 shares; 2024Q1: 3,212 shares; 2024Q2: 3,608 shares; 2024Q3: 3,708 shares; 2024Q4: 3,899 shares; 2025Q1: 3,792 shares 3,792 $958K 0.26% -107 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 10,319 shares; 2023Q4: 10,025 shares; 2024Q1: 10,214 shares; 2024Q2: 11,376 shares; 2024Q3: 11,332 shares; 2024Q4: 11,133 shares; 2025Q1: 10,554 shares 10,554 $907K 0.25% -579 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 799 shares; 2024Q1: 2,413 shares; 2024Q2: 2,809 shares; 2024Q3: 3,013 shares; 2024Q4: 3,555 shares; 2025Q1: 4,887 shares 4,887 $906K 0.25% +1,332 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 13,551 shares; 2023Q4: 15,115 shares; 2024Q1: 18,861 shares; 2024Q2: 18,190 shares; 2024Q3: 16,738 shares; 2024Q4: 17,693 shares; 2025Q1: 17,318 shares 17,318 $902K 0.24% -375 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 526 shares; 2023Q4: 7,166 shares; 2024Q1: 7,890 shares; 2024Q2: 5,919 shares; 2024Q3: 14,972 shares; 2024Q4: 18,465 shares; 2025Q1: 13,942 shares 13,942 $861K 0.23% -4,523 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,095 shares; 2023Q4: 1,248 shares; 2024Q1: 1,251 shares; 2024Q2: 1,254 shares; 2024Q3: 1,257 shares; 2024Q4: 4,243 shares; 2025Q1: 3,541 shares 3,541 $787K 0.21% -702 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 3,287 shares; 2023Q4: 3,687 shares; 2024Q1: 4,277 shares; 2024Q2: 5,209 shares; 2024Q3: 5,343 shares; 2024Q4: 5,617 shares; 2025Q1: 5,585 shares 5,585 $774K 0.21% -32 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 14,572 shares; 2023Q4: 15,196 shares; 2024Q1: 16,227 shares; 2024Q2: 17,921 shares; 2024Q3: 17,828 shares; 2024Q4: 18,078 shares; 2025Q1: 18,209 shares 18,209 $761K 0.21% +131 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,097 shares; 2023Q4: 7,860 shares; 2024Q1: 11,361 shares; 2024Q2: 12,585 shares; 2024Q3: 28,500 shares; 2024Q4: 30,009 shares; 2025Q1: 32,010 shares 32,010 $733K 0.2% +2,001 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,756 shares; 2023Q4: 2,924 shares; 2024Q1: 3,416 shares; 2024Q2: 3,611 shares; 2024Q3: 3,575 shares; 2024Q4: 3,971 shares; 2025Q1: 4,122 shares 4,122 $689K 0.19% +151 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 173 shares; 2023Q4: 2,805 shares; 2024Q1: 4,098 shares; 2024Q2: 7,905 shares; 2024Q3: 7,660 shares; 2024Q4: 9,702 shares; 2025Q1: 5,676 shares 5,676 $602K 0.16% -4,026 Timeline RISR TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 155,769 shares; 2023Q4: 104,186 shares; 2024Q1: 69,638 shares; 2024Q2: 64,685 shares; 2024Q3: 23,306 shares; 2024Q4: 2,730 shares; 2025Q1: 14,126 shares 14,126 $522K 0.14% +11,396 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 641 shares; 2023Q4: 649 shares; 2024Q1: 1,372 shares; 2024Q2: 2,297 shares; 2024Q3: 2,047 shares; 2024Q4: 2,288 shares; 2025Q1: 2,608 shares 2,608 $518K 0.14% +320 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 96 shares; 2023Q4: 57 shares; 2024Q1: 55 shares; 2024Q2: 3,102 shares; 2024Q3: 3,534 shares; 2024Q4: 3,802 shares; 2025Q1: 3,877 shares 3,877 $506K 0.14% +75 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 55 shares; 2023Q4: 1,442 shares; 2024Q1: 4,216 shares; 2024Q2: 4,920 shares; 2024Q3: 6,752 shares; 2024Q4: 8,671 shares; 2025Q1: 7,752 shares 7,752 $450K 0.12% -919 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,888 shares 2,888 $449K 0.12% new Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 97 shares; 2023Q4: 1,640 shares; 2024Q1: 2,375 shares; 2024Q2: 2,685 shares; 2024Q3: 2,580 shares; 2024Q4: 2,896 shares; 2025Q1: 3,028 shares 3,028 $449K 0.12% +132 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,762 shares 8,762 $398K 0.11% new Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 926 shares; 2023Q4: 3,271 shares; 2024Q1: 2,242 shares; 2024Q2: 5,424 shares; 2024Q3: 3,251 shares; 2024Q4: 3,971 shares; 2025Q1: 7,105 shares 7,105 $395K 0.11% +3,134 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,730 shares; 2025Q1: 3,998 shares 3,998 $394K 0.11% +268 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 3,879 shares; 2023Q4: 3,913 shares; 2024Q1: 3,948 shares; 2024Q2: 3,980 shares; 2024Q3: 4,008 shares; 2024Q4: 4,038 shares; 2025Q1: 4,067 shares 4,067 $367K 0.1% +29 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,683 shares; 2023Q4: 2,621 shares; 2024Q1: 2,502 shares; 2024Q2: 2,869 shares; 2024Q3: 2,914 shares; 2024Q4: 2,989 shares; 2025Q1: 2,805 shares 2,805 $361K 0.1% -184 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,236 shares 7,236 $337K 0.09% new Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 841 shares; 2023Q4: 841 shares; 2024Q1: 841 shares; 2024Q2: 921 shares; 2024Q3: 910 shares; 2024Q4: 977 shares; 2025Q1: 1,046 shares 1,046 $312K 0.08% +69 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,030 shares; 2025Q1: 4,312 shares 4,312 $284K 0.08% +2,282 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,193 shares; 2023Q4: 2,193 shares; 2024Q1: 2,193 shares; 2024Q2: 2,193 shares; 2024Q3: 2,193 shares; 2024Q4: 2,193 shares; 2025Q1: 2,193 shares 2,193 $270K 0.07% 0 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,011 shares; 2023Q4: 1,016 shares; 2024Q1: 1,017 shares; 2024Q2: 1,018 shares; 2024Q3: 1,019 shares; 2024Q4: 990 shares; 2025Q1: 993 shares 993 $247K 0.07% +3 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 211 shares; 2024Q1: 2,265 shares; 2024Q2: 2,360 shares; 2024Q3: 4,056 shares; 2024Q4: 4,212 shares; 2025Q1: 4,621 shares 4,621 $240K 0.07% +409 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,284 shares; 2023Q4: 2,909 shares; 2024Q1: 2,242 shares; 2024Q2: 2,241 shares; 2024Q3: 2,241 shares; 2024Q4: 2,241 shares; 2025Q1: 2,241 shares 2,241 $206K 0.06% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 162 shares; 2023Q4: 161 shares; 2024Q1: 725 shares; 2024Q2: 718 shares; 2024Q3: 719 shares; 2024Q4: 721 shares; 2025Q1: 722 shares 722 $206K 0.06% +1 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,252 shares; 2023Q4: 1,187 shares; 2024Q1: 1,187 shares; 2024Q2: 1,187 shares; 2024Q3: 1,187 shares; 2024Q4: 1,187 shares; 2025Q1: 1,187 shares 1,187 $205K 0.06% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 913 shares; 2023Q4: 913 shares; 2024Q1: 913 shares; 2024Q2: 913 shares; 2024Q3: 913 shares; 2024Q4: 913 shares; 2025Q1: 915 shares 915 $185K 0.05% +2 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,517 shares 3,517 $170K 0.05% new Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 296 shares; 2023Q4: 342 shares; 2024Q1: 360 shares; 2024Q2: 328 shares; 2024Q3: 296 shares; 2024Q4: 295 shares; 2025Q1: 295 shares 295 $167K 0.05% 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; 2023Q2: restricted; 2023Q3: 70 shares; 2023Q4: 92 shares; 2024Q1: 185 shares; 2024Q2: 946 shares; 2024Q3: 866 shares; 2024Q4: 777 shares; 2025Q1: 803 shares 803 $167K 0.05% +26 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 6,161 shares; 2024Q2: 4,290 shares; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 4,289 shares 4,289 $158K 0.04% +4,288 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 111,968 shares; 2023Q4: 104,213 shares; 2024Q1: 3,828 shares; 2024Q2: 1,345 shares; 2024Q3: 1,361 shares; 2024Q4: 1,375 shares; 2025Q1: 1,388 shares 1,388 $153K 0.04% +13 Timeline WHWK WHITEHAWK THERAPEUTICS INC More: the full row for WHITEHAWK THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 297 shares 297 $145K new Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 480 shares; 2023Q4: 440 shares; 2024Q1: 487 shares; 2024Q2: 374 shares; 2024Q3: 374 shares; 2024Q4: 1,642 shares; 2025Q1: 1,642 shares 1,642 $136K 0.04% 0 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 18,521 shares; 2023Q4: 16,947 shares; 2024Q1: 15,207 shares; 2024Q2: 1,659 shares; 2024Q3: 972 shares; 2024Q4: 862 shares; 2025Q1: 841 shares 841 $133K 0.04% -21 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; 2023Q2: restricted; 2023Q3: 414 shares; 2023Q4: 414 shares; 2024Q1: 830 shares; 2024Q2: 831 shares; 2024Q3: 832 shares; 2024Q4: 833 shares; 2025Q1: 835 shares 835 $132K 0.04% +2 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 5,019 shares; 2023Q4: 4,421 shares; 2024Q1: 4,386 shares; 2024Q2: 953 shares; 2024Q3: 771 shares; 2024Q4: 174 shares; 2025Q1: 267 shares 267 $126K 0.03% +93 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 421 shares; 2023Q4: 521 shares; 2024Q1: 443 shares; 2024Q2: 589 shares; 2024Q3: 478 shares; 2024Q4: 464 shares; 2025Q1: 665 shares 665 $124K 0.03% +201 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 83 shares; 2023Q4: 83 shares; 2024Q1: 157 shares; 2024Q2: 163 shares; 2024Q3: 161 shares; 2024Q4: 161 shares; 2025Q1: 161 shares 161 $118K 0.03% 0 Timeline IGPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,040 shares; 2024Q3: 1,040 shares; 2024Q4: 2,563 shares; 2025Q1: 2,563 shares 2,563 $109K 0.03% 0 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 214 shares; 2024Q1: 5 shares; 2024Q2: 6 shares; 2024Q3: not reported; 2024Q4: 83 shares; 2025Q1: 1,911 shares 1,911 $106K 0.03% +1,828 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,471 shares; 2023Q4: 2,472 shares; 2024Q1: 2,472 shares; 2024Q2: 2,473 shares; 2024Q3: 2,473 shares; 2024Q4: 2,474 shares; 2025Q1: 2,474 shares 2,474 $105K 0.03% 0 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,136 shares 2,136 $102K 0.03% 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; 2023Q2: restricted; 2023Q3: 660 shares; 2023Q4: 660 shares; 2024Q1: 660 shares; 2024Q2: 700 shares; 2024Q3: 660 shares; 2024Q4: 660 shares; 2025Q1: 662 shares 662 $99.9K 0.03% +2 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 534 shares; 2025Q1: 534 shares 534 $93K 0.03% 0 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 37 shares; 2023Q4: 73 shares; 2024Q1: 18 shares; 2024Q2: 1,190 shares; 2024Q3: 1,180 shares; 2024Q4: 1,189 shares; 2025Q1: 1,201 shares 1,201 $91.2K 0.02% +12 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 43 shares; 2023Q4: 367 shares; 2024Q1: 824 shares; 2024Q2: 615 shares; 2024Q3: 672 shares; 2024Q4: 693 shares; 2025Q1: 991 shares 991 $88.9K 0.02% +298 Timeline MINO PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,947 shares 1,947 $86.1K 0.02% new Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 27,326 shares; 2023Q4: 24,977 shares; 2024Q1: 24,286 shares; 2024Q2: 23,858 shares; 2024Q3: 24,923 shares; 2024Q4: 23,927 shares; 2025Q1: 868 shares 868 $83.3K 0.02% -23,059 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 9,331 shares; 2024Q3: 10,334 shares; 2024Q4: 8,134 shares; 2025Q1: 348 shares 348 $80.6K 0.02% -7,786 Timeline DISCOVER FINL SVCS DISCOVER FINL SVCS More: the full row for DISCOVER FINL SVCS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 392 shares; 2023Q4: 392 shares; 2024Q1: 392 shares; 2024Q2: 392 shares; 2024Q3: 392 shares; 2024Q4: 392 shares; 2025Q1: 392 shares 392 $74.5K 0.02% 0 PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 4 shares; 2024Q1: 49 shares; 2024Q2: 160 shares; 2024Q3: 49 shares; 2024Q4: 98 shares; 2025Q1: 398 shares 398 $74.4K 0.02% +300 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,609 shares; 2023Q4: 1,832 shares; 2024Q1: 1,544 shares; 2024Q2: 1,138 shares; 2024Q3: 1,141 shares; 2024Q4: 1,028 shares; 2025Q1: 401 shares 401 $71.7K 0.02% -627 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 133 shares; 2023Q4: 133 shares; 2024Q1: 133 shares; 2024Q2: 133 shares; 2024Q3: 133 shares; 2024Q4: 133 shares; 2025Q1: 133 shares 133 $71.6K 0.02% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 461 shares; 2023Q4: 1,586 shares; 2024Q1: 1,604 shares; 2024Q2: 1,768 shares; 2024Q3: 1,784 shares; 2024Q4: 1,800 shares; 2025Q1: 2,515 shares 2,515 $70K 0.02% +715 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 519 shares; 2023Q4: 519 shares; 2024Q1: 519 shares; 2024Q2: 519 shares; 2024Q3: 519 shares; 2024Q4: 544 shares; 2025Q1: 544 shares 544 $66.7K 0.02% 0 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 642 shares; 2023Q4: 646 shares; 2024Q1: 646 shares; 2024Q2: 650 shares; 2024Q3: 650 shares; 2024Q4: 653 shares; 2025Q1: 653 shares 653 $63.6K 0.02% 0 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 28 shares; 2023Q4: 29 shares; 2024Q1: 29 shares; 2024Q2: 30 shares; 2024Q3: 30 shares; 2024Q4: 30 shares; 2025Q1: 620 shares 620 $60.7K 0.02% +590 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; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 25 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 125 shares 125 $60.3K 0.02% new Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 191 shares; 2023Q4: 148 shares; 2024Q1: 145 shares; 2024Q2: 173 shares; 2024Q3: 193 shares; 2024Q4: 185 shares; 2025Q1: 192 shares 192 $60.2K 0.02% +7 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 600 shares; 2023Q4: 54,352 shares; 2024Q1: 2,681 shares; 2024Q2: 1,289 shares; 2024Q3: 1,022 shares; 2024Q4: 1,028 shares; 2025Q1: 1,033 shares 1,033 $58.8K 0.02% +5 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 250 shares; 2023Q4: 262 shares; 2024Q1: 250 shares; 2024Q2: 359 shares; 2024Q3: 266 shares; 2024Q4: 266 shares; 2025Q1: 266 shares 266 $56.7K 0.02% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,192 shares; 2023Q4: 1,234 shares; 2024Q1: 1,145 shares; 2024Q2: 140 shares; 2024Q3: 48 shares; 2024Q4: 47 shares; 2025Q1: 46 shares 46 $52.5K 0.01% -1 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 227 shares; 2023Q4: 227 shares; 2024Q1: 227 shares; 2024Q2: 227 shares; 2024Q3: 227 shares; 2024Q4: 227 shares; 2025Q1: 227 shares 227 $50.7K 0.01% 0 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 3,650 shares; 2023Q4: 3,650 shares; 2024Q1: 3,650 shares; 2024Q2: 3,650 shares; 2024Q3: 3,650 shares; 2024Q4: 1,725 shares; 2025Q1: 1,725 shares 1,725 $50.4K 0.01% 0 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,207 shares; 2023Q4: 2,288 shares; 2024Q1: 2,377 shares; 2024Q2: 2,465 shares; 2024Q3: 2,465 shares; 2024Q4: 2,465 shares; 2025Q1: 2,465 shares 2,465 $49.1K 0.01% 0 Timeline FBRT FRANKLIN BSP RLTY TR INC More: the full row for FRANKLIN BSP RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 4,300 shares; 2023Q4: 4,300 shares; 2024Q1: 4,300 shares; 2024Q2: 4,300 shares; 2024Q3: 4,300 shares; 2024Q4: 4,300 shares; 2025Q1: 4,300 shares 4,300 $48.6K 0.01% 0 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 561 shares; 2023Q4: 564 shares; 2024Q1: 569 shares; 2024Q2: 602 shares; 2024Q3: 573 shares; 2024Q4: 578 shares; 2025Q1: 583 shares 583 $48.1K 0.01% +5 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 72 shares; 2023Q4: 78 shares; 2024Q1: 71 shares; 2024Q2: 150 shares; 2024Q3: 119 shares; 2024Q4: 131 shares; 2025Q1: 132 shares 132 $47.9K 0.01% +1 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 172 shares; 2023Q4: 173 shares; 2024Q1: 173 shares; 2024Q2: 173 shares; 2024Q3: 174 shares; 2024Q4: 174 shares; 2025Q1: 175 shares 175 $45.7K 0.01% +1 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 10 shares; 2023Q4: 44 shares; 2024Q1: 42 shares; 2024Q2: 42 shares; 2024Q3: 42 shares; 2024Q4: 42 shares; 2025Q1: 45 shares 45 $45.6K 0.01% +3 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 366 shares; 2025Q1: 366 shares 366 $42.9K 0.01% 0 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 37 shares 37 $42.8K 0.01% new Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 10 shares; 2023Q4: 10 shares; 2024Q1: 10 shares; 2024Q2: 100 shares; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares 100 $41.6K 0.01% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 195 shares; 2023Q4: 195 shares; 2024Q1: 196 shares; 2024Q2: 196 shares; 2024Q3: 197 shares; 2024Q4: 198 shares; 2025Q1: 198 shares 198 $39.8K 0.01% 0 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,314 shares; 2023Q4: 1,337 shares; 2024Q1: 1,360 shares; 2024Q2: 1,380 shares; 2024Q3: 1,399 shares; 2024Q4: 1,414 shares; 2025Q1: 1,429 shares 1,429 $39.5K 0.01% +15 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 15 shares; 2024Q1: 154 shares; 2024Q2: 172 shares; 2024Q3: 172 shares; 2024Q4: 172 shares; 2025Q1: 370 shares 370 $38.1K 0.01% +198 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 5 shares; 2023Q4: 5 shares; 2024Q1: 5 shares; 2024Q2: 99 shares; 2024Q3: 91 shares; 2024Q4: 91 shares; 2025Q1: 91 shares 91 $37.7K 0.01% 0 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 165 shares; 2024Q2: 209 shares; 2024Q3: 221 shares; 2024Q4: 393 shares; 2025Q1: 432 shares 432 $37.3K 0.01% +39 Timeline VVV VALVOLINE INC More: the full row for VALVOLINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,098 shares; 2023Q4: 1,098 shares; 2024Q1: 1,098 shares; 2024Q2: 1,098 shares; 2024Q3: 1,098 shares; 2024Q4: 1,098 shares; 2025Q1: 1,098 shares 1,098 $36.2K 0.01% 0 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 112 shares; 2023Q4: 113 shares; 2024Q1: 114 shares; 2024Q2: 339 shares; 2024Q3: 116 shares; 2024Q4: 117 shares; 2025Q1: 509 shares 509 $35.8K 0.01% +392 Timeline JHS HANCOCK JOHN INCOME SECS TR More: the full row for HANCOCK JOHN INCOME SECS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,838 shares; 2023Q4: 2,838 shares; 2024Q1: 2,838 shares; 2024Q2: 2,838 shares; 2024Q3: 3,101 shares; 2024Q4: 3,101 shares; 2025Q1: 3,101 shares 3,101 $35.2K 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; 2023Q2: restricted; 2023Q3: 100 shares; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 113 shares 113 $34.8K 0.01% +13 Timeline IMKTA INGLES MKTS INC More: the full row for INGLES MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 550 shares; 2023Q4: 550 shares; 2024Q1: 550 shares; 2024Q2: 550 shares; 2024Q3: 550 shares; 2024Q4: 550 shares; 2025Q1: 550 shares 550 $33.8K 0.01% 0 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 219 shares; 2023Q4: 221 shares; 2024Q1: 221 shares; 2024Q2: 222 shares; 2024Q3: 224 shares; 2024Q4: 225 shares; 2025Q1: 226 shares 226 $33.7K 0.01% +1 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; 2023Q2: restricted; 2023Q3: 4 shares; 2023Q4: 4 shares; 2024Q1: 13 shares; 2024Q2: 650 shares; 2024Q3: 650 shares; 2024Q4: 650 shares; 2025Q1: 650 shares 650 $32.3K 0.01% 0 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 55 shares; 2024Q2: 55 shares; 2024Q3: 55 shares; 2024Q4: 55 shares; 2025Q1: 55 shares 55 $29.5K 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; 2023Q2: restricted; 2023Q3: 2,542 shares; 2023Q4: 1,605 shares; 2024Q1: 1,023 shares; 2024Q2: 504 shares; 2024Q3: 451 shares; 2024Q4: 489 shares; 2025Q1: 497 shares 497 $27.4K 0.01% +8 Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 32 shares; 2024Q3: 67 shares; 2024Q4: 148 shares; 2025Q1: 148 shares 148 $27.1K 0.01% 0 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 366 shares; 2023Q4: not reported; 2024Q1: 775 shares; 2024Q2: 1,003 shares; 2024Q3: 1,062 shares; 2024Q4: 1,068 shares; 2025Q1: 1,165 shares 1,165 $26.5K 0.01% +97 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 154 shares; 2023Q4: 154 shares; 2024Q1: 154 shares; 2024Q2: 154 shares; 2024Q3: 154 shares; 2024Q4: 154 shares; 2025Q1: 154 shares 154 $24.6K 0.01% 0 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 156 shares; 2024Q4: 157 shares; 2025Q1: 160 shares 160 $24.5K 0.01% +3 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 24 shares; 2023Q4: 36 shares; 2024Q1: 36 shares; 2024Q2: 48 shares; 2024Q3: 72 shares; 2024Q4: 73 shares; 2025Q1: 86 shares 86 $23.9K 0.01% +13 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 331 shares; 2023Q4: 332 shares; 2024Q1: 333 shares; 2024Q2: 334 shares; 2024Q3: 336 shares; 2024Q4: 337 shares; 2025Q1: 338 shares 338 $22.6K 0.01% +1 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 2 shares; 2024Q1: 2 shares; 2024Q2: 2 shares; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 85 shares 85 $22.3K 0.01% +83 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 215 shares; 2024Q2: 215 shares; 2024Q3: 215 shares; 2024Q4: 215 shares; 2025Q1: 215 shares 215 $22.1K 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; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 80 shares; 2024Q1: 80 shares; 2024Q2: 81 shares; 2024Q3: 81 shares; 2024Q4: 81 shares; 2025Q1: 82 shares 82 $22.1K 0.01% +1 Timeline EZBC FRANKLIN TEMPLETON DIGITAL H More: the full row for FRANKLIN TEMPLETON DIGITAL H Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 365 shares; 2025Q1: 365 shares 365 $21.9K 0.01% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 200 shares; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: 200 shares; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 213 shares 213 $20.5K 0.01% +13 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,433 shares; 2023Q4: 809 shares; 2024Q1: 395 shares; 2024Q2: 248 shares; 2024Q3: 86 shares; 2024Q4: 87 shares; 2025Q1: 131 shares 131 $20.3K 0.01% +44 Timeline ASH ASHLAND INC More: the full row for ASHLAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 400 shares; 2023Q4: 400 shares; 2024Q1: 400 shares; 2024Q2: 400 shares; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares 400 $20K 0.01% 0 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 76 shares; 2023Q4: 76 shares; 2024Q1: 76 shares; 2024Q2: 77 shares; 2024Q3: 77 shares; 2024Q4: 387 shares; 2025Q1: 388 shares 388 $19.9K 0.01% +1 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 300 shares; 2023Q4: 300 shares; 2024Q1: 300 shares; 2024Q2: 300 shares; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares 300 $19.9K 0.01% 0 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 402 shares; 2023Q4: 402 shares; 2024Q1: 403 shares; 2024Q2: 404 shares; 2024Q3: 406 shares; 2024Q4: 406 shares; 2025Q1: 408 shares 408 $19.7K 0.01% +2 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 584 shares; 2023Q4: 595 shares; 2024Q1: 580 shares; 2024Q2: 590 shares; 2024Q3: 600 shares; 2024Q4: 611 shares; 2025Q1: 620 shares 620 $19.6K 0.01% +9 Timeline BCRX BIOCRYST PHARMACEUTICALS INC More: the full row for BIOCRYST PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,849 shares; 2023Q4: 1,849 shares; 2024Q1: 1,849 shares; 2024Q2: 1,849 shares; 2024Q3: 1,849 shares; 2024Q4: 1,849 shares; 2025Q1: 1,849 shares 1,849 $18.4K <0.01% 0 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 551 shares; 2023Q4: 557 shares; 2024Q1: 563 shares; 2024Q2: 568 shares; 2024Q3: 573 shares; 2024Q4: 578 shares; 2025Q1: 583 shares 583 $17.9K <0.01% +5 Timeline PEO ADAM NAT RES FD INC More: the full row for ADAM NAT RES FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 52 shares; 2023Q4: 52 shares; 2024Q1: 52 shares; 2024Q2: 52 shares; 2024Q3: 865 shares; 2024Q4: 865 shares; 2025Q1: 865 shares 865 $17.5K <0.01% 0 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 9,051 shares; 2023Q4: 11,058 shares; 2024Q1: 14,157 shares; 2024Q2: 16,126 shares; 2024Q3: 1,499 shares; 2024Q4: 294 shares; 2025Q1: 259 shares 259 $17.3K <0.01% -35 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 5 shares; 2024Q1: 5 shares; 2024Q2: 5 shares; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 66 shares 66 $17.2K <0.01% +61 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 17 shares; 2023Q4: 17 shares; 2024Q1: 17 shares; 2024Q2: 28 shares; 2024Q3: 40 shares; 2024Q4: 40 shares; 2025Q1: 40 shares 40 $16.1K <0.01% 0 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 10 shares; 2024Q1: 44 shares; 2024Q2: 104 shares; 2024Q3: 44 shares; 2024Q4: 44 shares; 2025Q1: 44 shares 44 $15.6K <0.01% 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; 2023Q2: restricted; 2023Q3: 3 shares; 2023Q4: 3 shares; 2024Q1: 26 shares; 2024Q2: 26 shares; 2024Q3: 26 shares; 2024Q4: 23 shares; 2025Q1: 23 shares 23 $15.1K <0.01% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 70 shares; 2024Q3: 121 shares; 2024Q4: 99 shares; 2025Q1: 139 shares 139 $14.7K <0.01% +40 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 4 shares; 2023Q4: 4 shares; 2024Q1: 4 shares; 2024Q2: 4 shares; 2024Q3: 4 shares; 2024Q4: 4 shares; 2025Q1: 4 shares 4 $14.7K <0.01% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,238 shares; 2023Q4: 1,255 shares; 2024Q1: 1,289 shares; 2024Q2: 1,305 shares; 2024Q3: 1,322 shares; 2024Q4: 1,340 shares; 2025Q1: 1,382 shares 1,382 $14.4K <0.01% +42 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 14 shares; 2024Q1: not reported; 2024Q2: 57 shares; 2024Q3: 99 shares; 2024Q4: 80 shares; 2025Q1: 81 shares 81 $14.4K <0.01% +1 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 16 shares; 2024Q3: 28 shares; 2024Q4: 23 shares; 2025Q1: 28 shares 28 $14.3K <0.01% +5 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 30 shares; 2023Q4: 30 shares; 2024Q1: 30 shares; 2024Q2: 30 shares; 2024Q3: 30 shares; 2024Q4: 30 shares; 2025Q1: 30 shares 30 $13.5K <0.01% 0 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 46 shares; 2023Q4: 47 shares; 2024Q1: 47 shares; 2024Q2: 179 shares; 2024Q3: 181 shares; 2024Q4: 138 shares; 2025Q1: 224 shares 224 $13.4K <0.01% +86 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 52 shares; 2024Q3: 26 shares; 2024Q4: 21 shares; 2025Q1: 23 shares 23 $13.2K <0.01% +2 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 43 shares; 2024Q2: 43 shares; 2024Q3: 43 shares; 2024Q4: 44 shares; 2025Q1: 44 shares 44 $12.9K <0.01% 0 Timeline PHYL PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 339 shares; 2025Q1: 373 shares 373 $12.9K <0.01% +34 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 209 shares 209 $12.3K <0.01% new Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 31 shares; 2023Q4: 31 shares; 2024Q1: 31 shares; 2024Q2: 31 shares; 2024Q3: 31 shares; 2024Q4: 31 shares; 2025Q1: 31 shares 31 $12.2K <0.01% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 109 shares; 2023Q4: 110 shares; 2024Q1: 111 shares; 2024Q2: 112 shares; 2024Q3: 113 shares; 2024Q4: 114 shares; 2025Q1: 122 shares 122 $11.8K <0.01% +8 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 12 shares; 2023Q4: 12 shares; 2024Q1: 797 shares; 2024Q2: 342 shares; 2024Q3: 342 shares; 2024Q4: 342 shares; 2025Q1: 342 shares 342 $11.4K <0.01% 0 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; 2023Q2: restricted; 2023Q3: 129 shares; 2023Q4: 130 shares; 2024Q1: 130 shares; 2024Q2: 131 shares; 2024Q3: 132 shares; 2024Q4: 114 shares; 2025Q1: 123 shares 123 $11.3K <0.01% +9 Timeline ITIC INVESTORS TITLE CO NC More: the full row for INVESTORS TITLE CO NC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 46 shares; 2025Q1: 46 shares 46 $10.8K <0.01% 0 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 136 shares; 2023Q4: 136 shares; 2024Q1: 136 shares; 2024Q2: 136 shares; 2024Q3: 136 shares; 2024Q4: 136 shares; 2025Q1: 136 shares 136 $10.5K <0.01% 0 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 222 shares; 2023Q4: 29,917 shares; 2024Q1: 31,802 shares; 2024Q2: 35,534 shares; 2024Q3: 37,070 shares; 2024Q4: 4,003 shares; 2025Q1: 121 shares 121 $10.5K <0.01% -3,882 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 100 shares; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares 100 $10.5K <0.01% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 27 shares; 2023Q4: 28 shares; 2024Q1: 28 shares; 2024Q2: 28 shares; 2024Q3: 28 shares; 2024Q4: 28 shares; 2025Q1: 38 shares 38 $10.3K <0.01% +10 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 241 shares; 2023Q4: 245 shares; 2024Q1: 248 shares; 2024Q2: 251 shares; 2024Q3: 254 shares; 2024Q4: 256 shares; 2025Q1: 259 shares 259 $10.2K <0.01% +3 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 341 shares 341 $10.2K <0.01% new Timeline IVT INVENTRUST PPTYS CORP More: the full row for INVENTRUST PPTYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 353 shares; 2023Q4: 353 shares; 2024Q1: 353 shares; 2024Q2: 353 shares; 2024Q3: 353 shares; 2024Q4: 353 shares; 2025Q1: 353 shares 353 $9.92K <0.01% 0 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 156 shares 156 $9.89K <0.01% new Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 61 shares; 2023Q4: 61 shares; 2024Q1: 61 shares; 2024Q2: 61 shares; 2024Q3: 61 shares; 2024Q4: 31 shares; 2025Q1: 31 shares 31 $9.61K <0.01% 0 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 86 shares; 2023Q4: 87 shares; 2024Q1: 87 shares; 2024Q2: 256 shares; 2024Q3: 202 shares; 2024Q4: 203 shares; 2025Q1: 205 shares 205 $9.28K <0.01% +2 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 51 shares; 2024Q1: 51 shares; 2024Q2: 52 shares; 2024Q3: 52 shares; 2024Q4: 53 shares; 2025Q1: 53 shares 53 $8.84K <0.01% 0 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 119 shares; 2024Q1: 120 shares; 2024Q2: 121 shares; 2024Q3: 123 shares; 2024Q4: 124 shares; 2025Q1: 125 shares 125 $8.75K <0.01% +1 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 16 shares; 2024Q1: 42 shares; 2024Q2: 42 shares; 2024Q3: 42 shares; 2024Q4: 42 shares; 2025Q1: 45 shares 45 $8.58K <0.01% +3 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 40 shares; 2023Q4: 40 shares; 2024Q1: 40 shares; 2024Q2: 40 shares; 2024Q3: 40 shares; 2024Q4: 40 shares; 2025Q1: 53 shares 53 $8.47K <0.01% +13 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 46 shares; 2023Q4: 47 shares; 2024Q1: 47 shares; 2024Q2: 47 shares; 2024Q3: 47 shares; 2024Q4: 47 shares; 2025Q1: 47 shares 47 $8.32K <0.01% 0 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 6 shares; 2023Q4: 6 shares; 2024Q1: 6 shares; 2024Q2: 6 shares; 2024Q3: 6 shares; 2024Q4: 6 shares; 2025Q1: 6 shares 6 $8.24K <0.01% 0 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 79 shares; 2024Q3: 316 shares; 2024Q4: 317 shares; 2025Q1: 317 shares 317 $8.23K <0.01% 0 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 62 shares; 2023Q4: 62 shares; 2024Q1: 55 shares; 2024Q2: 55 shares; 2024Q3: 55 shares; 2024Q4: 55 shares; 2025Q1: 55 shares 55 $8.21K <0.01% 0 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 54 shares; 2024Q3: 76 shares; 2024Q4: 76 shares; 2025Q1: 76 shares 76 $8.18K <0.01% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1 shares; 2023Q4: 26 shares; 2024Q1: 1 shares; 2024Q2: 1 shares; 2024Q3: 1 shares; 2024Q4: not reported; 2025Q1: 60 shares 60 $8.05K <0.01% new Timeline EUFN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 253 shares 253 $7.79K <0.01% new Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 37 shares; 2023Q4: 16,265 shares; 2024Q1: 17,600 shares; 2024Q2: 20,365 shares; 2024Q3: 32,685 shares; 2024Q4: 160 shares; 2025Q1: 140 shares 140 $7.78K <0.01% -20 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 30 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 40 shares; 2024Q3: 52 shares; 2024Q4: 52 shares; 2025Q1: 53 shares 53 $7.74K <0.01% +1 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 69 shares; 2023Q4: 69 shares; 2024Q1: 70 shares; 2024Q2: 111 shares; 2024Q3: 71 shares; 2024Q4: 72 shares; 2025Q1: 73 shares 73 $7.54K <0.01% +1 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 218 shares; 2023Q4: 219 shares; 2024Q1: 219 shares; 2024Q2: 323 shares; 2024Q3: 325 shares; 2024Q4: 350 shares; 2025Q1: 350 shares 350 $7.5K <0.01% 0 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 66 shares; 2024Q1: 67 shares; 2024Q2: 244 shares; 2024Q3: 69 shares; 2024Q4: 70 shares; 2025Q1: 71 shares 71 $7.48K <0.01% +1 Timeline FRPT FRESHPET INC More: the full row for FRESHPET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 93 shares; 2023Q4: 93 shares; 2024Q1: 93 shares; 2024Q2: 93 shares; 2024Q3: 93 shares; 2024Q4: 93 shares; 2025Q1: 93 shares 93 $7.48K <0.01% 0 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 17 shares; 2023Q4: 20 shares; 2024Q1: 17 shares; 2024Q2: 17 shares; 2024Q3: 17 shares; 2024Q4: 17 shares; 2025Q1: 17 shares 17 $7.22K <0.01% 0 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 79 shares; 2023Q4: 79 shares; 2024Q1: 79 shares; 2024Q2: 79 shares; 2024Q3: 79 shares; 2024Q4: 74 shares; 2025Q1: 74 shares 74 $7.08K <0.01% 0 Timeline FQAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 108 shares 108 $6.98K <0.01% new Timeline INOD INNODATA INC More: the full row for INNODATA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: 200 shares; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares 200 $6.92K <0.01% 0 Timeline VTC VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,356 shares; 2023Q4: 15,211 shares; 2024Q1: 16,289 shares; 2024Q2: 17,542 shares; 2024Q3: 19,124 shares; 2024Q4: 103 shares; 2025Q1: 91 shares 91 $6.89K <0.01% -12 Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 184 shares; 2023Q4: 184 shares; 2024Q1: 184 shares; 2024Q2: 184 shares; 2024Q3: 184 shares; 2024Q4: 184 shares; 2025Q1: 184 shares 184 $6.83K <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; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 84 shares; 2024Q4: 88 shares; 2025Q1: 88 shares 88 $6.37K <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; 2023Q2: restricted; 2023Q3: 64 shares; 2023Q4: 66 shares; 2024Q1: 66 shares; 2024Q2: 67 shares; 2024Q3: 67 shares; 2024Q4: 69 shares; 2025Q1: 69 shares 69 $6.26K <0.01% 0 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 376 shares; 2025Q1: 381 shares 381 $5.9K <0.01% +5 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 73 shares 73 $5.83K <0.01% new Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 62 shares; 2023Q4: 62 shares; 2024Q1: 62 shares; 2024Q2: 62 shares; 2024Q3: 62 shares; 2024Q4: 62 shares; 2025Q1: 62 shares 62 $5.69K <0.01% 0 Timeline PARAMOUNT GLOBAL PARAMOUNT GLOBAL More: the full row for PARAMOUNT GLOBAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 461 shares; 2023Q4: 461 shares; 2024Q1: 461 shares; 2024Q2: 461 shares; 2024Q3: 461 shares; 2024Q4: 461 shares; 2025Q1: 461 shares 461 $5.5K <0.01% 0 PSEC PROSPECT CAP CORP More: the full row for PROSPECT CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,480 shares; 2023Q4: 1,480 shares; 2024Q1: 1,480 shares; 2024Q2: 1,480 shares; 2024Q3: 1,480 shares; 2024Q4: 1,480 shares; 2025Q1: 1,480 shares 1,480 $5.31K <0.01% 0 Timeline KBR KBR INC More: the full row for KBR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 95 shares; 2023Q4: 95 shares; 2024Q1: 95 shares; 2024Q2: 95 shares; 2024Q3: 95 shares; 2024Q4: 95 shares; 2025Q1: 95 shares 95 $5.24K <0.01% 0 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 20 shares; 2023Q4: 20 shares; 2024Q1: 20 shares; 2024Q2: 20 shares; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 20 shares 20 $5.16K <0.01% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 85 shares; 2023Q4: 87 shares; 2024Q1: 88 shares; 2024Q2: 89 shares; 2024Q3: 90 shares; 2024Q4: 91 shares; 2025Q1: 110 shares 110 $5.1K <0.01% +19 Timeline TARA PROTARA THERAPEUTICS INC More: the full row for PROTARA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,572 shares; 2024Q4: 1,572 shares; 2025Q1: 1,572 shares 1,572 $5.09K <0.01% 0 Timeline PKST PEAKSTONE REALTY TRUST More: the full row for PEAKSTONE REALTY TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 533 shares; 2023Q4: 533 shares; 2024Q1: 533 shares; 2024Q2: 533 shares; 2024Q3: 431 shares; 2024Q4: 431 shares; 2025Q1: 431 shares 431 $5.07K <0.01% 0 Timeline FSMD FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 124 shares 124 $4.89K <0.01% new Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 25 shares; 2023Q4: 25 shares; 2024Q1: 25 shares; 2024Q2: 25 shares; 2024Q3: 25 shares; 2024Q4: 25 shares; 2025Q1: 25 shares 25 $4.87K <0.01% 0 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 60 shares 60 $4.87K <0.01% 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; 2023Q2: restricted; 2023Q3: 230 shares; 2023Q4: 231 shares; 2024Q1: 232 shares; 2024Q2: 233 shares; 2024Q3: 233 shares; 2024Q4: 71 shares; 2025Q1: 71 shares 71 $4.83K <0.01% 0 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 61 shares; 2023Q4: 61 shares; 2024Q1: 61 shares; 2024Q2: 61 shares; 2024Q3: 61 shares; 2024Q4: 61 shares; 2025Q1: 61 shares 61 $4.65K <0.01% 0 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 61 shares; 2023Q4: 61 shares; 2024Q1: 61 shares; 2024Q2: 61 shares; 2024Q3: 61 shares; 2024Q4: 61 shares; 2025Q1: 61 shares 61 $4.63K <0.01% 0 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 27 shares; 2024Q1: not reported; 2024Q2: 52 shares; 2024Q3: 35 shares; 2024Q4: 35 shares; 2025Q1: 35 shares 35 $4.53K <0.01% 0 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 70 shares; 2023Q4: 342 shares; 2024Q1: 342 shares; 2024Q2: 342 shares; 2024Q3: 342 shares; 2024Q4: 342 shares; 2025Q1: 486 shares 486 $4.41K <0.01% +144 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 200 shares; 2024Q3: 134 shares; 2024Q4: 134 shares; 2025Q1: 152 shares 152 $4.36K <0.01% +18 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 245 shares; 2024Q3: 38 shares; 2024Q4: 38 shares; 2025Q1: 72 shares 72 $4.17K <0.01% +34 Timeline LOB LIVE OAK BANCSHARES INC More: the full row for LIVE OAK BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 153 shares; 2023Q4: 153 shares; 2024Q1: 153 shares; 2024Q2: 153 shares; 2024Q3: 153 shares; 2024Q4: 153 shares; 2025Q1: 153 shares 153 $4.17K <0.01% 0 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 52 shares 52 $4.12K <0.01% new Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 37 shares 37 $4.11K <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; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 219 shares; 2024Q3: 38 shares; 2024Q4: 38 shares; 2025Q1: 38 shares 38 $4.06K <0.01% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 65 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14 shares 14 $4.06K <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; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 65 shares; 2024Q2: 55 shares; 2024Q3: 56 shares; 2024Q4: 56 shares; 2025Q1: 56 shares 56 $4.06K <0.01% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 11 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13 shares 13 $4.02K <0.01% new Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17 shares 17 $3.73K <0.01% new Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 67 shares; 2024Q2: 11 shares; 2024Q3: 11 shares; 2024Q4: 11 shares; 2025Q1: 11 shares 11 $3.72K <0.01% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8 shares 8 $3.62K <0.01% new Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 39 shares; 2024Q3: 39 shares; 2024Q4: 26 shares; 2025Q1: 26 shares 26 $3.55K <0.01% 0 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 36 shares; 2023Q4: 37 shares; 2024Q1: 37 shares; 2024Q2: 38 shares; 2024Q3: 38 shares; 2024Q4: 38 shares; 2025Q1: 39 shares 39 $3.55K <0.01% +1 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 80 shares; 2023Q4: 80 shares; 2024Q1: 80 shares; 2024Q2: 80 shares; 2024Q3: 80 shares; 2024Q4: 80 shares; 2025Q1: 80 shares 80 $3.53K <0.01% 0 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 14 shares; 2023Q4: 14 shares; 2024Q1: 14 shares; 2024Q2: 14 shares; 2024Q3: 14 shares; 2024Q4: 14 shares; 2025Q1: 14 shares 14 $3.52K <0.01% 0 Timeline XAWFX ALLIANCEBERNSTEIN GLOBAL HIG More: the full row for ALLIANCEBERNSTEIN GLOBAL HIG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 317 shares 317 $3.38K <0.01% new Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22 shares 22 $3.34K <0.01% new Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 46 shares 46 $3.31K <0.01% new Timeline FDLO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 55 shares 55 $3.26K <0.01% new Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13 shares 13 $3.15K <0.01% new Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 43 shares; 2023Q4: 43 shares; 2024Q1: 43 shares; 2024Q2: 43 shares; 2024Q3: 43 shares; 2024Q4: 43 shares; 2025Q1: 43 shares 43 $3.02K <0.01% 0 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 31 shares; 2023Q4: 31 shares; 2024Q1: 1 shares; 2024Q2: 78 shares; 2024Q3: 79 shares; 2024Q4: 79 shares; 2025Q1: 79 shares 79 $2.97K <0.01% 0 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13 shares 13 $2.88K <0.01% new Timeline QRVO QORVO INC More: the full row for QORVO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 4 shares; 2023Q4: 4 shares; 2024Q1: 4 shares; 2024Q2: 55 shares; 2024Q3: 38 shares; 2024Q4: 38 shares; 2025Q1: 38 shares 38 $2.78K <0.01% 0 Timeline EWU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 71 shares 71 $2.72K <0.01% new Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 36 shares 36 $2.67K <0.01% new Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 25 shares; 2024Q1: 26 shares; 2024Q2: 47 shares; 2024Q3: 48 shares; 2024Q4: 49 shares; 2025Q1: 51 shares 51 $2.62K <0.01% +2 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 81 shares; 2023Q4: 82 shares; 2024Q1: 83 shares; 2024Q2: 84 shares; 2024Q3: 85 shares; 2024Q4: 87 shares; 2025Q1: 88 shares 88 $2.61K <0.01% +1 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 34 shares; 2023Q4: 34 shares; 2024Q1: 34 shares; 2024Q2: 34 shares; 2024Q3: 34 shares; 2024Q4: 34 shares; 2025Q1: 34 shares 34 $2.59K <0.01% 0 Timeline IONS IONIS PHARMACEUTICALS INC More: the full row for IONIS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 82 shares; 2023Q4: 82 shares; 2024Q1: 79 shares; 2024Q2: 79 shares; 2024Q3: 79 shares; 2024Q4: 79 shares; 2025Q1: 79 shares 79 $2.55K <0.01% 0 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 44 shares 44 $2.54K <0.01% new Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 78 shares 78 $2.46K <0.01% new Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 74 shares; 2024Q3: 74 shares; 2024Q4: 74 shares; 2025Q1: 75 shares 75 $2.37K <0.01% +1 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 5 shares; 2023Q4: 5 shares; 2024Q1: 5 shares; 2024Q2: 5 shares; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 12 shares 12 $2.36K <0.01% +7 Timeline HANESBRANDS INC HANESBRANDS INC More: the full row for HANESBRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 460 shares; 2023Q4: 453 shares; 2024Q1: 451 shares; 2024Q2: 451 shares; 2024Q3: 451 shares; 2024Q4: 451 shares; 2025Q1: 451 shares 451 $2.29K <0.01% 0 EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 71 shares; 2023Q4: 71 shares; 2024Q1: 72 shares; 2024Q2: 72 shares; 2024Q3: 72 shares; 2024Q4: 2 shares; 2025Q1: 20 shares 20 $2.23K <0.01% +18 Timeline CRF CORNERSTONE TOTAL RETURN FD More: the full row for CORNERSTONE TOTAL RETURN FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 300 shares; 2025Q1: 317 shares 317 $2.16K <0.01% +17 Timeline FIVA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 76 shares 76 $2.12K <0.01% new Timeline DRLL EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 77 shares; 2023Q4: 77 shares; 2024Q1: 78 shares; 2024Q2: 78 shares; 2024Q3: 79 shares; 2024Q4: 79 shares; 2025Q1: 80 shares 80 $2.1K <0.01% +1 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 186 shares; 2023Q4: 186 shares; 2024Q1: 186 shares; 2024Q2: 186 shares; 2024Q3: 186 shares; 2024Q4: 186 shares; 2025Q1: 186 shares 186 $2.1K <0.01% 0 Timeline CMA COMERICA INC More: the full row for COMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 36 shares; 2024Q3: 36 shares; 2024Q4: 37 shares; 2025Q1: 37 shares 37 $2.09K <0.01% 0 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; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2 shares 2 $2.08K <0.01% new Timeline ACURX PHARMACEUTICALS INC ACURX PHARMACEUTICALS INC More: the full row for ACURX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 5,879 shares; 2023Q4: 5,879 shares; 2024Q1: 5,879 shares; 2024Q2: 5,879 shares; 2024Q3: 5,879 shares; 2024Q4: 7,179 shares; 2025Q1: 5,640 shares 5,640 $2.03K <0.01% -1,539 CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 100 shares; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares 100 $2.02K <0.01% 0 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17 shares 17 $1.98K <0.01% 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; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 8 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9 shares 9 $1.94K <0.01% new Timeline IBCP INDEPENDENT BK CORP MICH More: the full row for INDEPENDENT BK CORP MICH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 58 shares; 2023Q4: 58 shares; 2024Q1: 58 shares; 2024Q2: 58 shares; 2024Q3: 58 shares; 2024Q4: 58 shares; 2025Q1: 58 shares 58 $1.84K <0.01% 0 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 8 shares; 2023Q4: 8 shares; 2024Q1: 8 shares; 2024Q2: 8 shares; 2024Q3: 8 shares; 2024Q4: 8 shares; 2025Q1: 8 shares 8 $1.81K <0.01% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13 shares 13 $1.77K <0.01% new Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25 shares 25 $1.67K <0.01% new Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 213 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18 shares 18 $1.63K <0.01% new Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 179 shares; 2023Q4: 179 shares; 2024Q1: 175 shares; 2024Q2: 175 shares; 2024Q3: 175 shares; 2024Q4: 175 shares; 2025Q1: 175 shares 175 $1.53K <0.01% 0 Timeline NFLT ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 68 shares; 2023Q4: 68 shares; 2024Q1: 68 shares; 2024Q2: 68 shares; 2024Q3: 68 shares; 2024Q4: 68 shares; 2025Q1: 68 shares 68 $1.53K <0.01% 0 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27 shares 27 $1.5K <0.01% new Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 12 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7 shares 7 $1.37K <0.01% new Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 27 shares; 2023Q4: 27 shares; 2024Q1: 27 shares; 2024Q2: 27 shares; 2024Q3: 27 shares; 2024Q4: 27 shares; 2025Q1: 27 shares 27 $1.33K <0.01% 0 Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 59 shares; 2023Q4: 59 shares; 2024Q1: 59 shares; 2024Q2: 59 shares; 2024Q3: 59 shares; 2024Q4: 59 shares; 2025Q1: 59 shares 59 $1.31K <0.01% 0 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 53 shares 53 $1.3K <0.01% new Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 10 shares; 2023Q4: 10 shares; 2024Q1: 10 shares; 2024Q2: 10 shares; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares 10 $1.25K <0.01% 0 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3 shares 3 $1.17K <0.01% new Timeline IXP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 12 shares; 2023Q4: 12 shares; 2024Q1: 12 shares; 2024Q2: 12 shares; 2024Q3: 12 shares; 2024Q4: 12 shares; 2025Q1: 12 shares 12 $1.16K <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; 2023Q2: restricted; 2023Q3: 2,931 shares; 2023Q4: 702 shares; 2024Q1: 48 shares; 2024Q2: 27 shares; 2024Q3: 28 shares; 2024Q4: 28 shares; 2025Q1: 28 shares 28 $1.1K <0.01% 0 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35 shares 35 $1.09K <0.01% new Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26 shares 26 $1.09K <0.01% new Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3 shares 3 $1.07K <0.01% 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; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 8 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3 shares 3 $1.06K <0.01% new Timeline OGN ORGANON & CO More: the full row for ORGANON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 125 shares; 2024Q2: not reported; 2024Q3: 117 shares; 2024Q4: 119 shares; 2025Q1: 121 shares 121 $1.06K <0.01% +2 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 13 shares; 2023Q4: 14 shares; 2024Q1: 14 shares; 2024Q2: 14 shares; 2024Q3: 14 shares; 2024Q4: 14 shares; 2025Q1: 14 shares 14 $1K <0.01% 0 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9 shares 9 $985 <0.01% new Timeline WOLFSPEED INC WOLFSPEED INC More: the full row for WOLFSPEED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 300 shares 300 $984 <0.01% new LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24 shares 24 $955 <0.01% new Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10 shares 10 $946 <0.01% new Timeline SNAP SNAP INC More: the full row for SNAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 113 shares; 2023Q4: 113 shares; 2024Q1: 113 shares; 2024Q2: 113 shares; 2024Q3: 113 shares; 2024Q4: 113 shares; 2025Q1: 113 shares 113 $933 <0.01% 0 Timeline KOS KOSMOS ENERGY LTD More: the full row for KOSMOS ENERGY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 500 shares; 2023Q4: 500 shares; 2024Q1: 500 shares; 2024Q2: 500 shares; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares 500 $895 <0.01% 0 Timeline FLG FLAGSTAR BANK NATIONAL ASSOC More: the full row for FLAGSTAR BANK NATIONAL ASSOC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 73 shares; 2024Q4: 73 shares; 2025Q1: 73 shares 73 $879 <0.01% 0 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 12 shares; 2023Q4: 12 shares; 2024Q1: 13 shares; 2024Q2: 95 shares; 2024Q3: 13 shares; 2024Q4: not reported; 2025Q1: 3 shares 3 $854 <0.01% new Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19 shares 19 $842 <0.01% new Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10 shares 10 $825 <0.01% new Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 20 shares; 2023Q4: 20 shares; 2024Q1: 20 shares; 2024Q2: 20 shares; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 20 shares 20 $821 <0.01% 0 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15 shares 15 $810 <0.01% new Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 12 shares; 2023Q4: 12 shares; 2024Q1: 12 shares; 2024Q2: 12 shares; 2024Q3: 12 shares; 2024Q4: 12 shares; 2025Q1: 12 shares 12 $762 <0.01% 0 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3 shares 3 $756 <0.01% new Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 39 shares 39 $752 <0.01% new Timeline VSHY VIRTUS ETF TR II More: the full row for VIRTUS ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 35 shares; 2023Q4: 35 shares; 2024Q1: 35 shares; 2024Q2: 35 shares; 2024Q3: 35 shares; 2024Q4: 35 shares; 2025Q1: 35 shares 35 $744 <0.01% 0 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24 shares 24 $742 <0.01% new Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5 shares 5 $690 <0.01% new Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 11 shares; 2023Q4: 11 shares; 2024Q1: 11 shares; 2024Q2: 11 shares; 2024Q3: 11 shares; 2024Q4: 11 shares; 2025Q1: 11 shares 11 $690 <0.01% 0 Timeline DLB DOLBY LABORATORIES INC More: the full row for DOLBY LABORATORIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9 shares 9 $679 <0.01% new Timeline REZI RESIDEO TECHNOLOGIES INC More: the full row for RESIDEO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 34 shares; 2023Q4: 34 shares; 2024Q1: 34 shares; 2024Q2: 34 shares; 2024Q3: 34 shares; 2024Q4: 34 shares; 2025Q1: 34 shares 34 $674 <0.01% 0 Timeline ARCO ARCOS DORADOS HLDGS INC More: the full row for ARCOS DORADOS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 84 shares; 2023Q4: 84 shares; 2024Q1: 84 shares; 2024Q2: 84 shares; 2024Q3: 84 shares; 2024Q4: 84 shares; 2025Q1: 84 shares 84 $674 <0.01% 0 Timeline VOYA VOYA FINANCIAL INC More: the full row for VOYA FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10 shares 10 $670 <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; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 260 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8 shares 8 $623 <0.01% new Timeline FELV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20 shares 20 $604 <0.01% new Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 14 shares; 2023Q4: 14 shares; 2024Q1: 14 shares; 2024Q2: 14 shares; 2024Q3: 14 shares; 2024Q4: 14 shares; 2025Q1: 14 shares 14 $589 <0.01% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14 shares 14 $531 <0.01% new Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 24 shares; 2024Q4: 24 shares; 2025Q1: 24 shares 24 $525 <0.01% 0 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2 shares 2 $492 <0.01% new Timeline FWONK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 5 shares; 2023Q4: 5 shares; 2024Q1: 5 shares; 2024Q2: 5 shares; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 5 shares 5 $477 <0.01% 0 Timeline CMP COMPASS MINERALS INTL INC More: the full row for COMPASS MINERALS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 35,800 shares; 2023Q4: 33,003 shares; 2024Q1: 49,425 shares; 2024Q2: 1,293 shares; 2024Q3: 473 shares; 2024Q4: 39 shares; 2025Q1: 25 shares 25 $471 <0.01% -14 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 7,272 shares; 2023Q4: 10,759 shares; 2024Q1: 60 shares; 2024Q2: 5 shares; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 5 shares 5 $465 <0.01% 0 Timeline LBRDK LIBERTY BROADBAND CORP More: the full row for LIBERTY BROADBAND CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 5 shares; 2023Q4: 5 shares; 2024Q1: 5 shares; 2024Q2: 5 shares; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 5 shares 5 $465 <0.01% 0 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 22 shares; 2023Q4: 22 shares; 2024Q1: 22 shares; 2024Q2: 22 shares; 2024Q3: 22 shares; 2024Q4: 22 shares; 2025Q1: 22 shares 22 $453 <0.01% 0 Timeline CC CHEMOURS CO More: the full row for CHEMOURS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 90 shares; 2023Q4: 91 shares; 2024Q1: 92 shares; 2024Q2: 93 shares; 2024Q3: 94 shares; 2024Q4: 38 shares; 2025Q1: 39 shares 39 $429 <0.01% +1 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 14 shares; 2023Q4: 14 shares; 2024Q1: 14 shares; 2024Q2: 14 shares; 2024Q3: 14 shares; 2024Q4: 14 shares; 2025Q1: 14 shares 14 $413 <0.01% 0 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 305 shares; 2023Q4: 311 shares; 2024Q1: 316 shares; 2024Q2: 321 shares; 2024Q3: 326 shares; 2024Q4: 21 shares; 2025Q1: 21 shares 21 $387 <0.01% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2 shares 2 $376 <0.01% new Timeline LLYVK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 5 shares; 2023Q4: 5 shares; 2024Q1: 5 shares; 2024Q2: 5 shares; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 5 shares 5 $376 <0.01% 0 Timeline TBF PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 14 shares; 2023Q4: 14 shares; 2024Q1: 14 shares; 2024Q2: 14 shares; 2024Q3: 14 shares; 2024Q4: 14 shares; 2025Q1: 14 shares 14 $353 <0.01% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 6,208 shares; 2023Q4: 3,554 shares; 2024Q1: 1,609 shares; 2024Q2: 144 shares; 2024Q3: 6 shares; 2024Q4: 6 shares; 2025Q1: 6 shares 6 $350 <0.01% 0 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2 shares; 2023Q4: 2 shares; 2024Q1: 2 shares; 2024Q2: 2 shares; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares 2 $340 <0.01% 0 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 6 shares; 2023Q4: 6 shares; 2024Q1: 6 shares; 2024Q2: 6 shares; 2024Q3: 6 shares; 2024Q4: 6 shares; 2025Q1: 6 shares 6 $340 <0.01% 0 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 38 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7 shares 7 $333 <0.01% new Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2 shares 2 $333 <0.01% new Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 89 shares; 2023Q4: 49 shares; 2024Q1: 6 shares; 2024Q2: 6 shares; 2024Q3: 6 shares; 2024Q4: 6 shares; 2025Q1: 6 shares 6 $293 <0.01% 0 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 103 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3 shares 3 $288 <0.01% new Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2 shares 2 $286 <0.01% new Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4 shares 4 $276 <0.01% new Timeline BRSL BRIGHTSTAR LOTTERY PLC More: the full row for BRIGHTSTAR LOTTERY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15 shares 15 $259 <0.01% new Timeline GTX GARRETT MOTION INC More: the full row for GARRETT MOTION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 20 shares; 2023Q4: 20 shares; 2024Q1: 20 shares; 2024Q2: 20 shares; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 20 shares 20 $232 <0.01% 0 Timeline THQ ABRDN HEALTHCARE OPPORTUNITI More: the full row for ABRDN HEALTHCARE OPPORTUNITI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11 shares 11 $194 <0.01% new Timeline LBRDA LIBERTY BROADBAND CORP More: the full row for LIBERTY BROADBAND CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2 shares; 2023Q4: 2 shares; 2024Q1: 2 shares; 2024Q2: 2 shares; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares 2 $184 <0.01% 0 Timeline FWONA LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2 shares; 2023Q4: 2 shares; 2024Q1: 2 shares; 2024Q2: 2 shares; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares 2 $175 <0.01% 0 Timeline LIT GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 4 shares; 2023Q4: 4 shares; 2024Q1: 4 shares; 2024Q2: 4 shares; 2024Q3: 4 shares; 2024Q4: 4 shares; 2025Q1: 4 shares 4 $151 <0.01% 0 Timeline LLYVA LIBERTY MEDIA CORP More: the full row for LIBERTY MEDIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2 shares; 2023Q4: 2 shares; 2024Q1: 2 shares; 2024Q2: 2 shares; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares 2 $149 <0.01% 0 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 62 shares; 2023Q4: 62 shares; 2024Q1: 63 shares; 2024Q2: 63 shares; 2024Q3: 64 shares; 2024Q4: 3 shares; 2025Q1: 3 shares 3 $148 <0.01% 0 Timeline VAC MARRIOTT VACATIONS WORLDWIDE More: the full row for MARRIOTT VACATIONS WORLDWIDE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2 shares; 2023Q4: 2 shares; 2024Q1: 2 shares; 2024Q2: 2 shares; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares 2 $130 <0.01% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 431 shares; 2023Q4: 29 shares; 2024Q1: 2 shares; 2024Q2: 2 shares; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares 2 $114 <0.01% 0 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 49 shares; 2023Q4: 50 shares; 2024Q1: 51 shares; 2024Q2: 52 shares; 2024Q3: 53 shares; 2024Q4: 3 shares; 2025Q1: 3 shares 3 $112 <0.01% 0 Timeline CIM CHIMERA INVT CORP More: the full row for CHIMERA INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 134 shares; 2024Q3: 137 shares; 2024Q4: 8 shares; 2025Q1: 8 shares 8 $100 <0.01% 0 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 59 shares; 2023Q4: 1,602 shares; 2024Q1: 1,945 shares; 2024Q2: 2,289 shares; 2024Q3: 2,468 shares; 2024Q4: 2,887 shares; 2025Q1: 2 shares 2 $83 <0.01% -2,885 Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 31 shares; 2023Q4: 31 shares; 2024Q1: 32 shares; 2024Q2: 32 shares; 2024Q3: 32 shares; 2024Q4: 1 shares; 2025Q1: 1 shares 1 $73 <0.01% 0 Timeline SBRA SABRA HEALTH CARE REIT INC More: the full row for SABRA HEALTH CARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 56 shares; 2023Q4: 57 shares; 2024Q1: 58 shares; 2024Q2: 60 shares; 2024Q3: 61 shares; 2024Q4: 4 shares; 2025Q1: 4 shares 4 $68 <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; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2 shares 2 $62 <0.01% new Timeline GNL GLOBAL NET LEASE INC More: the full row for GLOBAL NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 141 shares; 2023Q4: 146 shares; 2024Q1: 152 shares; 2024Q2: 158 shares; 2024Q3: 163 shares; 2024Q4: 7 shares; 2025Q1: 7 shares 7 $57 <0.01% 0 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 117 shares; 2023Q4: 1,415 shares; 2024Q1: 2,306 shares; 2024Q2: 71 shares; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares 1 $50 <0.01% 0 Timeline COEP COEPTIS THERAPEUTICS HLDGS I More: the full row for COEPTIS THERAPEUTICS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 5 shares; 2025Q1: 5 shares 5 $48 <0.01% 0 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1 shares; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares 1 $46 <0.01% 0 Timeline UNITI GROUP INC UNITI GROUP INC More: the full row for UNITI GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 133 shares; 2023Q4: 136 shares; 2024Q1: 140 shares; 2024Q2: 147 shares; 2024Q3: 147 shares; 2024Q4: 8 shares; 2025Q1: 8 shares 8 $38 <0.01% 0 FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 29 shares; 2023Q4: 29 shares; 2024Q1: 2 shares; 2024Q2: 2 shares; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 1 shares 1 $32 <0.01% -1 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 68 shares; 2023Q4: 1,378 shares; 2024Q1: 1 shares; 2024Q2: 0 shares; 2024Q3: 0 shares; 2024Q4: 0 shares; 2025Q1: 0 shares 0 $29 <0.01% 0 Amount filed as zero, left out of ratios. Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 83 shares; 2023Q4: 32 shares; 2024Q1: 1 shares; 2024Q2: 1 shares; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares 1 $27 <0.01% 0 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; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 0 shares 0 $22 <0.01% new Amount filed as zero, left out of ratios. Timeline EMHY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 3,893 shares; 2023Q4: 91 shares; 2024Q1: 1 shares; 2024Q2: 1 shares; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares 1 $21 <0.01% 0 Timeline CGC CANOPY GROWTH CORPORATION More: the full row for CANOPY GROWTH CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 13 shares; 2024Q1: 13 shares; 2024Q2: 13 shares; 2024Q3: 13 shares; 2024Q4: 13 shares; 2025Q1: 13 shares 13 $18 <0.01% 0 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 3,584 shares; 2023Q4: 89 shares; 2024Q1: 1 shares; 2024Q2: 1 shares; 2024Q3: 0 shares; 2024Q4: 0 shares; 2025Q1: 0 shares 0 $13 <0.01% 0 Amount filed as zero, left out of ratios. Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 552 shares; 2023Q4: 3,910 shares; 2024Q1: 34 shares; 2024Q2: 58 shares; 2024Q3: 0 shares; 2024Q4: 0 shares; 2025Q1: 0 shares 0 $4 <0.01% 0 Amount filed as zero, left out of ratios. Timeline ASTI ASCENT SOLAR TECHNOLOGIES IN More: the full row for ASCENT SOLAR TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares 1 $2 <0.01% 0 Timeline ETHZILLA CORPORATION ETHZILLA CORPORATION More: the full row for ETHZILLA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1 shares; 2024Q2: 1 shares; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares 1 $2 <0.01% 0 JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 0 shares; 2024Q3: 0 shares; 2024Q4: 0 shares; 2025Q1: 0 shares 0 $1 <0.01% 0 Amount filed as zero, left out of ratios. Timeline