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: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 730 shares; 2024Q3: 361,313 shares; 2024Q4: 376,818 shares; 2025Q1: 377,627 shares 377,627 $140M 14.82% +809 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS 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: 45,878 shares; 2024Q4: 59,922 shares; 2025Q1: 2,565,838 shares 2,565,838 $88M 9.31% +2,505,916 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 573,323 shares; 2023Q4: 669,403 shares; 2024Q1: 715,694 shares; 2024Q2: 754,991 shares; 2024Q3: 1,346,692 shares; 2024Q4: 1,405,839 shares; 2025Q1: 1,417,070 shares 1,417,070 $87.5M 9.27% +11,231 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 516,630 shares; 2023Q4: 491,005 shares; 2024Q1: 502,863 shares; 2024Q2: 581,086 shares; 2024Q3: 846,295 shares; 2024Q4: 881,632 shares; 2025Q1: 883,173 shares 883,173 $81.6M 8.64% +1,541 Timeline EYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 340,891 shares; 2023Q4: 794,708 shares; 2024Q1: 1,265,869 shares; 2024Q2: 1,290,477 shares; 2024Q3: 1,988,868 shares; 2024Q4: 2,108,888 shares; 2025Q1: 2,407,985 shares 2,407,985 $76.5M 8.09% +299,097 Timeline FYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 604,475 shares; 2023Q4: 639,669 shares; 2024Q1: 666,111 shares; 2024Q2: 636,184 shares; 2024Q3: 2,187,193 shares; 2024Q4: 2,307,924 shares; 2025Q1: 1,630,101 shares 1,630,101 $43.9M 4.65% -677,823 Timeline TLH 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: 403,017 shares; 2024Q1: 448,209 shares; 2024Q2: 466,897 shares; 2024Q3: 604,814 shares; 2024Q4: 612,421 shares; 2025Q1: 305,103 shares 305,103 $31.7M 3.35% -307,318 Timeline WCBR 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: 9,629 shares; 2024Q2: 14,693 shares; 2024Q3: 701,910 shares; 2024Q4: 747,643 shares; 2025Q1: 1,020,122 shares 1,020,122 $27.6M 2.93% +272,479 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: 115,206 shares; 2023Q4: 110,053 shares; 2024Q1: 109,720 shares; 2024Q2: 109,249 shares; 2024Q3: 109,383 shares; 2024Q4: 107,102 shares; 2025Q1: 108,875 shares 108,875 $24.2M 2.56% +1,773 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 39,410 shares; 2023Q4: 39,202 shares; 2024Q1: 38,454 shares; 2024Q2: 38,578 shares; 2024Q3: 38,795 shares; 2024Q4: 38,576 shares; 2025Q1: 38,373 shares 38,373 $21.5M 2.27% -203 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,020,884 shares; 2023Q4: 1,058,998 shares; 2024Q1: 1,462,631 shares; 2024Q2: 1,548,372 shares; 2024Q3: 244,922 shares; 2024Q4: 243,683 shares; 2025Q1: 211,180 shares 211,180 $19.6M 2.08% -32,503 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: 2,056 shares; 2023Q4: 2,067 shares; 2024Q1: 2,092 shares; 2024Q2: 2,187 shares; 2024Q3: 25,396 shares; 2024Q4: 29,978 shares; 2025Q1: 32,308 shares 32,308 $16.6M 1.76% +2,330 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 139,231 shares; 2023Q4: 133,658 shares; 2024Q1: 123,496 shares; 2024Q2: 104,736 shares; 2024Q3: 100,541 shares; 2024Q4: 95,801 shares; 2025Q1: 82,202 shares 82,202 $15.9M 1.69% -13,599 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: 148,829 shares; 2023Q4: 150,059 shares; 2024Q1: 136,246 shares; 2024Q2: 137,537 shares; 2024Q3: 28,906 shares; 2024Q4: 29,100 shares; 2025Q1: 28,313 shares 28,313 $15.9M 1.68% -787 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: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,726 shares; 2024Q3: 115,320 shares; 2024Q4: 119,349 shares; 2025Q1: 147,014 shares 147,014 $14.8M 1.57% +27,665 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: 359,088 shares; 2023Q4: 376,324 shares; 2024Q1: 240,989 shares; 2024Q2: 217,882 shares; 2024Q3: 56,183 shares; 2024Q4: 56,261 shares; 2025Q1: 56,900 shares 56,900 $10.8M 1.15% +639 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 136,382 shares; 2024Q1: 150,750 shares; 2024Q2: 188,748 shares; 2024Q3: 190,701 shares; 2024Q4: 228,567 shares; 2025Q1: 248,471 shares 248,471 $8.5M 0.9% +19,904 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: 41,675 shares; 2023Q4: 41,279 shares; 2024Q1: 41,888 shares; 2024Q2: 41,666 shares; 2024Q3: 43,557 shares; 2024Q4: 44,987 shares; 2025Q1: 44,443 shares 44,443 $8.46M 0.9% -544 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: 7,478 shares; 2023Q4: 7,190 shares; 2024Q1: 7,015 shares; 2024Q2: 69,289 shares; 2024Q3: 70,964 shares; 2024Q4: 68,730 shares; 2025Q1: 69,606 shares 69,606 $7.54M 0.8% +876 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: 13,773 shares; 2023Q4: 13,773 shares; 2024Q1: 13,780 shares; 2024Q2: 13,816 shares; 2024Q3: 13,740 shares; 2024Q4: 13,696 shares; 2025Q1: 13,633 shares 13,633 $7.27M 0.77% -63 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 224,137 shares; 2023Q4: 204,055 shares; 2024Q1: 189,208 shares; 2024Q2: 139,542 shares; 2024Q3: 119,632 shares; 2024Q4: 111,690 shares; 2025Q1: 82,461 shares 82,461 $7.26M 0.77% -29,229 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 407,716 shares; 2023Q4: 858,107 shares; 2024Q1: 881,415 shares; 2024Q2: 922,338 shares; 2024Q3: 964,702 shares; 2024Q4: 1,013,916 shares; 2025Q1: 99,076 shares 99,076 $6.32M 0.67% -914,840 Timeline JMST 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: not reported; 2024Q3: 98,773 shares; 2024Q4: 115,341 shares; 2025Q1: 108,470 shares 108,470 $5.52M 0.58% -6,871 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: 12,953 shares; 2023Q4: 12,859 shares; 2024Q1: 13,385 shares; 2024Q2: 13,102 shares; 2024Q3: 14,586 shares; 2024Q4: 13,505 shares; 2025Q1: 14,116 shares 14,116 $5.3M 0.56% +611 Timeline XMMO 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: 45,723 shares 45,723 $5.2M 0.55% new Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 143,255 shares; 2023Q4: 139,410 shares; 2024Q1: 140,598 shares; 2024Q2: 133,707 shares; 2024Q3: 144,656 shares; 2024Q4: 144,051 shares; 2025Q1: 143,157 shares 143,157 $4.81M 0.51% -894 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: 19,461 shares; 2023Q4: 16,838 shares; 2024Q1: 15,553 shares; 2024Q2: 11,668 shares; 2024Q3: 11,610 shares; 2024Q4: 11,230 shares; 2025Q1: 10,826 shares 10,826 $4.55M 0.48% -404 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: 50,615 shares; 2023Q4: 47,537 shares; 2024Q1: 47,778 shares; 2024Q2: 46,873 shares; 2024Q3: 46,107 shares; 2024Q4: 166,545 shares; 2025Q1: 167,885 shares 167,885 $4.2M 0.45% +1,340 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 224,427 shares; 2023Q4: 17,153 shares; 2024Q1: 73,956 shares; 2024Q2: 68,689 shares; 2024Q3: 68,971 shares; 2024Q4: 69,338 shares; 2025Q1: 71,290 shares 71,290 $4.16M 0.44% +1,952 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: 6,598 shares; 2023Q4: 6,641 shares; 2024Q1: 7,250 shares; 2024Q2: 7,291 shares; 2024Q3: 7,289 shares; 2024Q4: 7,206 shares; 2025Q1: 7,367 shares 7,367 $3.92M 0.42% +161 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: 6,561 shares; 2023Q4: 6,474 shares; 2024Q1: 6,341 shares; 2024Q2: 6,090 shares; 2024Q3: 6,908 shares; 2024Q4: 6,731 shares; 2025Q1: 6,675 shares 6,675 $3.85M 0.41% -56 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: 11,056 shares; 2023Q4: 25,778 shares; 2024Q1: 25,112 shares; 2024Q2: 24,470 shares; 2024Q3: 23,758 shares; 2024Q4: 23,312 shares; 2025Q1: 21,166 shares 21,166 $3.67M 0.39% -2,146 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 41,816 shares; 2023Q4: 41,870 shares; 2024Q1: 45,467 shares; 2024Q2: 42,942 shares; 2024Q3: 39,189 shares; 2024Q4: 115,861 shares; 2025Q1: 127,663 shares 127,663 $3.57M 0.38% +11,802 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: 21,570 shares; 2023Q4: 21,674 shares; 2024Q1: 21,968 shares; 2024Q2: 38,059 shares; 2024Q3: 37,309 shares; 2024Q4: 37,429 shares; 2025Q1: 27,869 shares 27,869 $3.31M 0.35% -9,560 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: 5,605 shares; 2023Q4: 8,314 shares; 2024Q1: 8,214 shares; 2024Q2: 8,272 shares; 2024Q3: 13,273 shares; 2024Q4: 5,189 shares; 2025Q1: 11,459 shares 11,459 $3.3M 0.35% +6,270 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 8,995 shares; 2023Q4: 8,154 shares; 2024Q1: 7,502 shares; 2024Q2: 6,849 shares; 2024Q3: 7,070 shares; 2024Q4: 7,049 shares; 2025Q1: 6,840 shares 6,840 $3.21M 0.34% -209 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: 10,265 shares; 2023Q4: 10,318 shares; 2024Q1: 32,372 shares; 2024Q2: 32,284 shares; 2024Q3: 32,786 shares; 2024Q4: 33,216 shares; 2025Q1: 33,370 shares 33,370 $2.93M 0.31% +154 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 68,523 shares; 2023Q4: 69,972 shares; 2024Q1: 67,509 shares; 2024Q2: 62,803 shares; 2024Q3: 61,033 shares; 2024Q4: 55,813 shares; 2025Q1: 53,839 shares 53,839 $2.56M 0.27% -1,974 Timeline IJT 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: 41,555 shares; 2023Q4: 23,593 shares; 2024Q1: 21,947 shares; 2024Q2: 21,842 shares; 2024Q3: 21,822 shares; 2024Q4: 21,818 shares; 2025Q1: 20,280 shares 20,280 $2.52M 0.27% -1,538 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: not reported; 2023Q4: 10,377 shares; 2024Q1: 10,589 shares; 2024Q2: 10,395 shares; 2024Q3: 10,353 shares; 2024Q4: 9,563 shares; 2025Q1: 9,639 shares 9,639 $2.4M 0.25% +76 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: 55,411 shares; 2023Q4: 24,170 shares; 2024Q1: 26,551 shares; 2024Q2: 28,616 shares; 2024Q3: 19,244 shares; 2024Q4: 25,819 shares; 2025Q1: 23,952 shares 23,952 $2.37M 0.25% -1,867 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 73,014 shares; 2023Q4: 49,225 shares; 2024Q1: 36,422 shares; 2024Q2: 35,919 shares; 2024Q3: 32,714 shares; 2024Q4: 99,369 shares; 2025Q1: 104,223 shares 104,223 $2.3M 0.24% +4,854 Timeline AOM 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: 62,179 shares; 2023Q4: 62,147 shares; 2024Q1: 50,804 shares; 2024Q2: 50,934 shares; 2024Q3: 50,860 shares; 2024Q4: 51,142 shares; 2025Q1: 52,217 shares 52,217 $2.29M 0.24% +1,075 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 27,765 shares; 2023Q4: 27,077 shares; 2024Q1: 27,137 shares; 2024Q2: 26,938 shares; 2024Q3: 26,938 shares; 2024Q4: 26,587 shares; 2025Q1: 26,587 shares 26,587 $2.17M 0.23% 0 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 13,056 shares; 2023Q4: 1,189,686 shares; 2024Q1: 1,228,113 shares; 2024Q2: 1,282,518 shares; 2024Q3: 183,836 shares; 2024Q4: 185,349 shares; 2025Q1: 37,872 shares 37,872 $2.17M 0.23% -147,477 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 70,967 shares; 2023Q4: 48,744 shares; 2024Q1: 26,381 shares; 2024Q2: 25,607 shares; 2024Q3: 25,084 shares; 2024Q4: 76,397 shares; 2025Q1: 80,044 shares 80,044 $2.13M 0.23% +3,647 Timeline TAFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS 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: 80,000 shares; 2024Q4: 80,649 shares; 2025Q1: 81,378 shares 81,378 $2.04M 0.22% +729 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: 5,630 shares; 2023Q4: 5,626 shares; 2024Q1: 5,934 shares; 2024Q2: 5,869 shares; 2024Q3: 5,912 shares; 2024Q4: 5,593 shares; 2025Q1: 5,505 shares 5,505 $1.93M 0.2% -88 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: 8,783 shares; 2023Q4: 8,809 shares; 2024Q1: 8,783 shares; 2024Q2: 8,783 shares; 2024Q3: 8,774 shares; 2024Q4: 8,800 shares; 2025Q1: 8,576 shares 8,576 $1.9M 0.2% -224 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: 20,464 shares; 2023Q4: 15,437 shares; 2024Q1: 14,201 shares; 2024Q2: 14,016 shares; 2024Q3: 13,866 shares; 2024Q4: 14,059 shares; 2025Q1: 14,072 shares 14,072 $1.89M 0.2% +13 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 20,319 shares; 2023Q4: 19,619 shares; 2024Q1: 19,173 shares; 2024Q2: 19,156 shares; 2024Q3: 19,383 shares; 2024Q4: 18,649 shares; 2025Q1: 18,501 shares 18,501 $1.75M 0.19% -148 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: 35,263 shares; 2023Q4: 34,424 shares; 2024Q1: 35,074 shares; 2024Q2: 33,409 shares; 2024Q3: 40,200 shares; 2024Q4: 37,436 shares; 2025Q1: 39,404 shares 39,404 $1.72M 0.18% +1,968 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: 23,198 shares; 2023Q4: 23,380 shares; 2024Q1: 23,665 shares; 2024Q2: 23,407 shares; 2024Q3: 23,456 shares; 2024Q4: 23,663 shares; 2025Q1: 23,850 shares 23,850 $1.71M 0.18% +187 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: 9,318 shares; 2023Q4: 7,396 shares; 2024Q1: 8,981 shares; 2024Q2: 6,214 shares; 2024Q3: 6,173 shares; 2024Q4: 6,288 shares; 2025Q1: 6,197 shares 6,197 $1.61M 0.17% -91 Timeline MDYV 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: 32,685 shares; 2023Q4: 21,968 shares; 2024Q1: 22,749 shares; 2024Q2: 22,519 shares; 2024Q3: 20,889 shares; 2024Q4: 21,009 shares; 2025Q1: 20,066 shares 20,066 $1.55M 0.16% -943 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: 41,835 shares; 2023Q4: 37,067 shares; 2024Q1: 32,411 shares; 2024Q2: 32,088 shares; 2024Q3: 33,854 shares; 2024Q4: 33,903 shares; 2025Q1: 33,492 shares 33,492 $1.54M 0.16% -411 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 31,574 shares; 2023Q4: 20,347 shares; 2024Q1: 19,984 shares; 2024Q2: 20,549 shares; 2024Q3: 18,527 shares; 2024Q4: 55,748 shares; 2025Q1: 55,731 shares 55,731 $1.46M 0.15% -17 Timeline TAX 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: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 59,995 shares; 2025Q1: 61,995 shares 61,995 $1.42M 0.15% +2,000 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 5,640 shares; 2023Q4: 5,640 shares; 2024Q1: 5,640 shares; 2024Q2: 5,640 shares; 2024Q3: 5,673 shares; 2024Q4: 5,673 shares; 2025Q1: 5,682 shares 5,682 $1.39M 0.15% +9 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: 8,640 shares; 2023Q4: 8,674 shares; 2024Q1: 5,320 shares; 2024Q2: 5,165 shares; 2024Q3: 7,099 shares; 2024Q4: 8,003 shares; 2025Q1: 8,059 shares 8,059 $1.37M 0.15% +56 Timeline MDYG 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: 25,021 shares; 2023Q4: 16,614 shares; 2024Q1: 17,735 shares; 2024Q2: 17,672 shares; 2024Q3: 16,597 shares; 2024Q4: 16,637 shares; 2025Q1: 16,845 shares 16,845 $1.34M 0.14% +208 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: 1,254 shares; 2023Q4: 1,268 shares; 2024Q1: 1,292 shares; 2024Q2: 1,266 shares; 2024Q3: 1,266 shares; 2024Q4: 1,305 shares; 2025Q1: 1,399 shares 1,399 $1.32M 0.14% +94 Timeline IAK 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: 10,060 shares; 2023Q4: 10,079 shares; 2024Q1: 10,913 shares; 2024Q2: 10,752 shares; 2024Q3: 10,665 shares; 2024Q4: 10,515 shares; 2025Q1: 9,545 shares 9,545 $1.32M 0.14% -970 Timeline ITA 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: 16,294 shares; 2023Q4: 15,815 shares; 2024Q1: 15,495 shares; 2024Q2: 9,262 shares; 2024Q3: 9,805 shares; 2024Q4: 8,435 shares; 2025Q1: 8,447 shares 8,447 $1.29M 0.14% +12 Timeline XMHQ 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: 498,258 shares; 2024Q1: 522,590 shares; 2024Q2: 569,229 shares; 2024Q3: 752,732 shares; 2024Q4: 788,382 shares; 2025Q1: 13,675 shares 13,675 $1.25M 0.13% -774,707 Timeline ACWX 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: 25,956 shares; 2023Q4: 21,669 shares; 2024Q1: 21,451 shares; 2024Q2: 21,501 shares; 2024Q3: 16,809 shares; 2024Q4: 17,057 shares; 2025Q1: 22,442 shares 22,442 $1.24M 0.13% +5,385 Timeline GFLW VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS 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: 55,624 shares 55,624 $1.21M 0.13% new Timeline GRID 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: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 6,731 shares; 2024Q4: 8,482 shares; 2025Q1: 10,655 shares 10,655 $1.21M 0.13% +2,173 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: 4,453 shares; 2023Q4: 5,941 shares; 2024Q1: 6,068 shares; 2024Q2: 6,109 shares; 2024Q3: 6,384 shares; 2024Q4: 6,785 shares; 2025Q1: 7,152 shares 7,152 $1.2M 0.13% +367 Timeline TYLD CAMBRIA ETF TR More: the full row for CAMBRIA 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: 40,109 shares; 2024Q4: 46,472 shares; 2025Q1: 47,073 shares 47,073 $1.19M 0.13% +601 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: 8,141 shares; 2023Q4: 7,993 shares; 2024Q1: 8,415 shares; 2024Q2: 8,152 shares; 2024Q3: 8,222 shares; 2024Q4: 7,992 shares; 2025Q1: 7,731 shares 7,731 $1.16M 0.12% -261 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: 5,947 shares; 2023Q4: 5,947 shares; 2024Q1: 6,801 shares; 2024Q2: 6,300 shares; 2024Q3: 6,857 shares; 2024Q4: 6,711 shares; 2025Q1: 7,464 shares 7,464 $1.15M 0.12% +753 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: 11,371 shares; 2023Q4: 11,213 shares; 2024Q1: 11,180 shares; 2024Q2: 11,345 shares; 2024Q3: 11,063 shares; 2024Q4: 11,063 shares; 2025Q1: 11,347 shares 11,347 $1.12M 0.12% +284 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 180,598 shares; 2023Q4: 17,767 shares; 2024Q1: 14,470 shares; 2024Q2: 13,818 shares; 2024Q3: 12,737 shares; 2024Q4: 12,740 shares; 2025Q1: 11,396 shares 11,396 $1.11M 0.12% -1,344 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: 772,122 shares; 2023Q4: 29,166 shares; 2024Q1: 12,666 shares; 2024Q2: 12,178 shares; 2024Q3: 12,467 shares; 2024Q4: 17,021 shares; 2025Q1: 21,669 shares 21,669 $1.1M 0.12% +4,648 Timeline FDN 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: 4,479 shares; 2023Q4: 5,565 shares; 2024Q1: 5,565 shares; 2024Q2: 4,795 shares; 2024Q3: 4,730 shares; 2024Q4: 4,710 shares; 2025Q1: 4,560 shares 4,560 $1.01M 0.11% -150 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: 2,702 shares; 2023Q4: 2,681 shares; 2024Q1: 3,070 shares; 2024Q2: 3,009 shares; 2024Q3: 3,331 shares; 2024Q4: 3,333 shares; 2025Q1: 4,088 shares 4,088 $1M 0.11% +755 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: 5,959 shares; 2023Q4: 5,994 shares; 2024Q1: 6,405 shares; 2024Q2: 6,073 shares; 2024Q3: 6,130 shares; 2024Q4: 6,181 shares; 2025Q1: 6,025 shares 6,025 $999K 0.11% -156 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,822 shares 19,822 $998K 0.11% new Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 4,378 shares; 2023Q4: 4,651 shares; 2024Q1: 6,260 shares; 2024Q2: 7,043 shares; 2024Q3: 4,117 shares; 2024Q4: 4,568 shares; 2025Q1: 6,759 shares 6,759 $987K 0.1% +2,191 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 8,625 shares; 2023Q4: 6,676 shares; 2024Q1: 5,739 shares; 2024Q2: 5,622 shares; 2024Q3: 5,684 shares; 2024Q4: 5,140 shares; 2025Q1: 19,144 shares 19,144 $969K 0.1% +14,004 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: 4,555 shares; 2023Q4: 4,735 shares; 2024Q1: 4,170 shares; 2024Q2: 5,455 shares; 2024Q3: 5,455 shares; 2024Q4: 4,428 shares; 2025Q1: 3,912 shares 3,912 $954K 0.1% -516 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: 2,954 shares; 2023Q4: 3,159 shares; 2024Q1: 3,223 shares; 2024Q2: 2,934 shares; 2024Q3: 4,929 shares; 2024Q4: 5,472 shares; 2025Q1: 6,081 shares 6,081 $950K 0.1% +609 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: 5,223 shares; 2023Q4: 5,261 shares; 2024Q1: 5,263 shares; 2024Q2: 5,266 shares; 2024Q3: 5,237 shares; 2024Q4: 5,104 shares; 2025Q1: 5,120 shares 5,120 $920K 0.1% +16 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 5,402 shares; 2024Q2: not reported; 2024Q3: 17,452 shares; 2024Q4: 23,131 shares; 2025Q1: 20,118 shares 20,118 $903K 0.1% -3,013 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: 2,677 shares; 2023Q4: 2,686 shares; 2024Q1: 2,688 shares; 2024Q2: 2,690 shares; 2024Q3: 2,743 shares; 2024Q4: 2,753 shares; 2025Q1: 2,861 shares 2,861 $894K 0.09% +108 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 6,892 shares; 2025Q1: 11,923 shares 11,923 $889K 0.09% +5,031 Timeline WING WINGSTOP INC More: the full row for WINGSTOP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 3,881 shares; 2023Q4: 3,884 shares; 2024Q1: 3,887 shares; 2024Q2: 3,889 shares; 2024Q3: 3,892 shares; 2024Q4: 3,901 shares; 2025Q1: 3,899 shares 3,899 $880K 0.09% -2 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: 265,789 shares; 2023Q4: 12,644 shares; 2024Q1: 9,472 shares; 2024Q2: 7,654 shares; 2024Q3: 7,468 shares; 2024Q4: 7,195 shares; 2025Q1: 7,008 shares 7,008 $839K 0.09% -187 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 20,116 shares; 2023Q4: 20,116 shares; 2024Q1: 20,116 shares; 2024Q2: 20,116 shares; 2024Q3: 20,116 shares; 2024Q4: 20,116 shares; 2025Q1: 20,116 shares 20,116 $834K 0.09% 0 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: 1,983 shares; 2023Q4: 1,990 shares; 2024Q1: 2,463 shares; 2024Q2: 2,372 shares; 2024Q3: 2,458 shares; 2024Q4: 2,390 shares; 2025Q1: 2,234 shares 2,234 $819K 0.09% -156 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 6,715 shares; 2023Q4: 8,034 shares; 2024Q1: 7,212 shares; 2024Q2: 7,021 shares; 2024Q3: 6,476 shares; 2024Q4: 7,829 shares; 2025Q1: 7,765 shares 7,765 $819K 0.09% -64 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: 374 shares; 2023Q4: 375 shares; 2024Q1: 399 shares; 2024Q2: 380 shares; 2024Q3: 5,017 shares; 2024Q4: 4,234 shares; 2025Q1: 4,650 shares 4,650 $779K 0.08% +416 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 845 shares; 2024Q2: 1,038 shares; 2024Q3: 2,004 shares; 2024Q4: 2,067 shares; 2025Q1: 2,184 shares 2,184 $770K 0.08% +117 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: 6,437 shares; 2024Q4: 12,545 shares; 2025Q1: 16,269 shares 16,269 $762K 0.08% +3,724 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,756 shares; 2025Q1: 2,507 shares 2,507 $723K 0.08% +751 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: 3,225 shares; 2023Q4: 3,281 shares; 2024Q1: 3,534 shares; 2024Q2: 3,540 shares; 2024Q3: 3,777 shares; 2024Q4: 3,976 shares; 2025Q1: 3,432 shares 3,432 $719K 0.08% -544 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,161 shares 7,161 $711K 0.08% new Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,676 shares; 2023Q4: 2,948 shares; 2024Q1: 2,875 shares; 2024Q2: 3,279 shares; 2024Q3: 3,500 shares; 2024Q4: 3,545 shares; 2025Q1: 3,351 shares 3,351 $709K 0.08% -194 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,817 shares; 2023Q4: 1,823 shares; 2024Q1: 1,902 shares; 2024Q2: 1,853 shares; 2024Q3: 1,998 shares; 2024Q4: 2,003 shares; 2025Q1: 2,106 shares 2,106 $694K 0.07% +103 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: 6,543 shares; 2023Q4: 7,375 shares; 2024Q1: 7,495 shares; 2024Q2: 7,280 shares; 2024Q3: 7,643 shares; 2024Q4: 10,395 shares; 2025Q1: 11,004 shares 11,004 $660K 0.07% +609 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 11,255 shares; 2023Q4: 8,560 shares; 2024Q1: 9,101 shares; 2024Q2: 8,590 shares; 2024Q3: 8,249 shares; 2024Q4: 7,766 shares; 2025Q1: 7,002 shares 7,002 $654K 0.07% -764 Timeline SPYG 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: 5,800 shares; 2023Q4: 5,800 shares; 2024Q1: 5,800 shares; 2024Q2: 6,514 shares; 2024Q3: 6,794 shares; 2024Q4: 7,240 shares; 2025Q1: 8,120 shares 8,120 $653K 0.07% +880 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: 3,452 shares; 2023Q4: 3,449 shares; 2024Q1: 3,399 shares; 2024Q2: 3,412 shares; 2024Q3: 3,401 shares; 2024Q4: 3,491 shares; 2025Q1: 3,242 shares 3,242 $649K 0.07% -249 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: 4,083 shares; 2023Q4: 3,921 shares; 2024Q1: 3,722 shares; 2024Q2: 3,536 shares; 2024Q3: 3,618 shares; 2024Q4: 3,594 shares; 2025Q1: 3,734 shares 3,734 $637K 0.07% +140 Timeline XLC 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: 3,344 shares; 2024Q1: 2,742 shares; 2024Q2: 2,820 shares; 2024Q3: 2,464 shares; 2024Q4: 3,572 shares; 2025Q1: 6,237 shares 6,237 $602K 0.06% +2,665 Timeline SVOL SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 50,779 shares; 2023Q4: 70,758 shares; 2024Q1: 78,353 shares; 2024Q2: 84,278 shares; 2024Q3: 85,774 shares; 2024Q4: 80,329 shares; 2025Q1: 31,927 shares 31,927 $580K 0.06% -48,402 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: 14,287 shares; 2023Q4: 14,256 shares; 2024Q1: 12,458 shares; 2024Q2: 12,563 shares; 2024Q3: 12,692 shares; 2024Q4: 12,202 shares; 2025Q1: 12,701 shares 12,701 $576K 0.06% +499 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: 1,269 shares; 2023Q4: 1,273 shares; 2024Q1: 1,237 shares; 2024Q2: 1,185 shares; 2024Q3: 1,211 shares; 2024Q4: 1,053 shares; 2025Q1: 1,048 shares 1,048 $574K 0.06% -5 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 14,184 shares; 2023Q4: 14,243 shares; 2024Q1: 14,243 shares; 2024Q2: 14,243 shares; 2024Q3: 10,330 shares; 2024Q4: 26,009 shares; 2025Q1: 26,088 shares 26,088 $562K 0.06% +79 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: 2,574 shares; 2023Q4: 2,763 shares; 2024Q1: 2,944 shares; 2024Q2: 3,273 shares; 2024Q3: 3,111 shares; 2024Q4: 3,120 shares; 2025Q1: 2,765 shares 2,765 $552K 0.06% -355 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: 7,921 shares; 2023Q4: 8,752 shares; 2024Q1: 9,030 shares; 2024Q2: 9,103 shares; 2024Q3: 9,103 shares; 2024Q4: 7,480 shares; 2025Q1: 8,862 shares 8,862 $548K 0.06% +1,382 Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 15,066 shares; 2023Q4: 15,066 shares; 2024Q1: 15,066 shares; 2024Q2: 15,066 shares; 2024Q3: 15,066 shares; 2024Q4: 15,066 shares; 2025Q1: 15,066 shares 15,066 $539K 0.06% 0 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: 6,882 shares; 2023Q4: 6,931 shares; 2024Q1: 6,931 shares; 2024Q2: 6,931 shares; 2024Q3: 7,331 shares; 2024Q4: 7,646 shares; 2025Q1: 7,677 shares 7,677 $539K 0.06% +31 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: 775 shares; 2023Q4: 776 shares; 2024Q1: 777 shares; 2024Q2: 777 shares; 2024Q3: 778 shares; 2024Q4: 787 shares; 2025Q1: 801 shares 801 $539K 0.06% +14 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: 9,370 shares; 2023Q4: 11,821 shares; 2024Q1: 11,652 shares; 2024Q2: 11,446 shares; 2024Q3: 13,007 shares; 2024Q4: 13,193 shares; 2025Q1: 12,910 shares 12,910 $539K 0.06% -283 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,176 shares; 2023Q4: 1,196 shares; 2024Q1: 1,281 shares; 2024Q2: 1,196 shares; 2024Q3: 1,218 shares; 2024Q4: 1,077 shares; 2025Q1: 1,003 shares 1,003 $525K 0.06% -74 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: 7,341 shares; 2024Q4: 7,082 shares; 2025Q1: 6,214 shares 6,214 $524K 0.06% -868 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: 3,216 shares; 2023Q4: 3,227 shares; 2024Q1: 3,827 shares; 2024Q2: 3,642 shares; 2024Q3: 3,716 shares; 2024Q4: 3,716 shares; 2025Q1: 3,727 shares 3,727 $521K 0.06% +11 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 82,618 shares; 2023Q4: 4,970 shares; 2024Q1: 4,067 shares; 2024Q2: 3,740 shares; 2024Q3: 5,050 shares; 2024Q4: 5,485 shares; 2025Q1: 4,744 shares 4,744 $496K 0.05% -741 Timeline ROCKET LAB USA INC ROCKET LAB USA INC More: the full row for ROCKET LAB USA 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: 10,650 shares; 2024Q4: 11,746 shares; 2025Q1: 27,261 shares 27,261 $487K 0.05% +15,515 AIQ 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: not reported; 2023Q4: not reported; 2024Q1: 8,602 shares; 2024Q2: 9,259 shares; 2024Q3: 10,858 shares; 2024Q4: 12,564 shares; 2025Q1: 13,239 shares 13,239 $482K 0.05% +675 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 12,084 shares; 2023Q4: 10,795 shares; 2024Q1: 11,641 shares; 2024Q2: 12,048 shares; 2024Q3: 12,048 shares; 2024Q4: 12,048 shares; 2025Q1: 12,048 shares 12,048 $481K 0.05% 0 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 299,106 shares; 2023Q4: 16,846 shares; 2024Q1: 11,552 shares; 2024Q2: 9,526 shares; 2024Q3: 9,062 shares; 2024Q4: 10,943 shares; 2025Q1: 10,513 shares 10,513 $476K 0.05% -430 Timeline EZU 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: 8,609 shares; 2023Q4: 8,672 shares; 2024Q1: 8,672 shares; 2024Q2: 8,672 shares; 2024Q3: 8,672 shares; 2024Q4: 8,733 shares; 2025Q1: 8,733 shares 8,733 $465K 0.05% 0 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 13,998 shares; 2023Q4: 9,714 shares; 2024Q1: 11,573 shares; 2024Q2: 10,710 shares; 2024Q3: 10,274 shares; 2024Q4: 19,615 shares; 2025Q1: 19,489 shares 19,489 $457K 0.05% -126 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: not reported; 2023Q4: 969 shares; 2024Q1: 959 shares; 2024Q2: 862 shares; 2024Q3: 810 shares; 2024Q4: 801 shares; 2025Q1: 1,669 shares 1,669 $448K 0.05% +868 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,119 shares; 2024Q2: 1,611 shares; 2024Q3: 2,296 shares; 2024Q4: 2,311 shares; 2025Q1: 2,597 shares 2,597 $447K 0.05% +286 Timeline FRDM 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: 535,615 shares; 2023Q4: 563,578 shares; 2024Q1: 171,898 shares; 2024Q2: 44,479 shares; 2024Q3: 10,643 shares; 2024Q4: 12,909 shares; 2025Q1: 12,583 shares 12,583 $441K 0.05% -326 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: 8,060 shares; 2023Q4: 7,973 shares; 2024Q1: 8,062 shares; 2024Q2: 7,936 shares; 2024Q3: 8,402 shares; 2024Q4: 6,937 shares; 2025Q1: 6,719 shares 6,719 $427K 0.05% -218 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,743 shares 20,743 $421K 0.04% new Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 4,515 shares; 2023Q4: 4,520 shares; 2024Q1: 5,164 shares; 2024Q2: 4,499 shares; 2024Q3: 4,500 shares; 2024Q4: 6,741 shares; 2025Q1: 4,571 shares 4,571 $420K 0.04% -2,170 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: 3,400 shares; 2023Q4: 3,413 shares; 2024Q1: 3,814 shares; 2024Q2: 3,466 shares; 2024Q3: 3,446 shares; 2024Q4: 3,511 shares; 2025Q1: 4,021 shares 4,021 $413K 0.04% +510 Timeline HYMB 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: 18,379 shares; 2023Q4: 16,163 shares; 2024Q1: 10,391 shares; 2024Q2: 20,060 shares; 2024Q3: 18,379 shares; 2024Q4: 17,148 shares; 2025Q1: 15,816 shares 15,816 $399K 0.04% -1,332 Timeline SPTS 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: 957,654 shares; 2024Q1: 1,186,423 shares; 2024Q2: 1,241,444 shares; 2024Q3: 37,773 shares; 2024Q4: 30,828 shares; 2025Q1: 13,568 shares 13,568 $397K 0.04% -17,260 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: 4,842 shares; 2023Q4: 3,513 shares; 2024Q1: 3,715 shares; 2024Q2: 3,556 shares; 2024Q3: 3,226 shares; 2024Q4: 2,945 shares; 2025Q1: 2,989 shares 2,989 $396K 0.04% +44 Timeline OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,001 shares; 2023Q4: 2,005 shares; 2024Q1: 2,010 shares; 2024Q2: 2,014 shares; 2024Q3: 2,818 shares; 2024Q4: 2,846 shares; 2025Q1: 2,838 shares 2,838 $396K 0.04% -8 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 6,206 shares; 2023Q4: 6,828 shares; 2024Q1: 7,043 shares; 2024Q2: 7,114 shares; 2024Q3: 7,004 shares; 2024Q4: 5,867 shares; 2025Q1: 5,549 shares 5,549 $383K 0.04% -318 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: 8,768 shares; 2023Q4: 13,710 shares; 2024Q1: 19,608 shares; 2024Q2: 19,684 shares; 2024Q3: 17,646 shares; 2024Q4: 21,482 shares; 2025Q1: 6,683 shares 6,683 $382K 0.04% -14,799 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 4,602 shares; 2023Q4: 5,282 shares; 2024Q1: 5,996 shares; 2024Q2: 5,331 shares; 2024Q3: 5,377 shares; 2024Q4: 5,378 shares; 2025Q1: 5,377 shares 5,377 $381K 0.04% -1 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: 546 shares; 2023Q4: 440 shares; 2024Q1: 436 shares; 2024Q2: 356 shares; 2024Q3: 457 shares; 2024Q4: 416 shares; 2025Q1: 408 shares 408 $381K 0.04% -8 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: 4,418 shares; 2023Q4: 4,677 shares; 2024Q1: 5,026 shares; 2024Q2: 4,698 shares; 2024Q3: 5,423 shares; 2024Q4: 5,390 shares; 2025Q1: 6,148 shares 6,148 $379K 0.04% +758 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK 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: 11,482 shares; 2024Q3: 11,758 shares; 2024Q4: 6,396 shares; 2025Q1: 6,177 shares 6,177 $377K 0.04% -219 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 3,018 shares; 2023Q4: 3,018 shares; 2024Q1: 3,051 shares; 2024Q2: 2,968 shares; 2024Q3: 2,968 shares; 2024Q4: 2,969 shares; 2025Q1: 2,968 shares 2,968 $371K 0.04% -1 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: 284,308 shares; 2023Q4: 309,356 shares; 2024Q1: 352,819 shares; 2024Q2: 369,646 shares; 2024Q3: 13,348 shares; 2024Q4: 11,067 shares; 2025Q1: 4,367 shares 4,367 $357K 0.04% -6,700 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 10,751 shares; 2024Q2: 10,751 shares; 2024Q3: 10,751 shares; 2024Q4: 10,782 shares; 2025Q1: 10,809 shares 10,809 $357K 0.04% +27 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: not reported; 2023Q4: 1,805 shares; 2024Q1: 1,991 shares; 2024Q2: 1,976 shares; 2024Q3: 2,435 shares; 2024Q4: 2,610 shares; 2025Q1: 2,757 shares 2,757 $356K 0.04% +147 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: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,579 shares; 2024Q3: 1,730 shares; 2024Q4: 2,171 shares; 2025Q1: 1,714 shares 1,714 $354K 0.04% -457 Timeline IJK 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: 546,341 shares; 2023Q4: 11,311 shares; 2024Q1: 8,074 shares; 2024Q2: 5,702 shares; 2024Q3: 5,377 shares; 2024Q4: 4,564 shares; 2025Q1: 4,239 shares 4,239 $353K 0.04% -325 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: 1,352 shares; 2023Q4: 1,358 shares; 2024Q1: 1,358 shares; 2024Q2: 1,359 shares; 2024Q3: 1,413 shares; 2024Q4: 1,414 shares; 2025Q1: 1,475 shares 1,475 $344K 0.04% +61 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: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,038 shares; 2024Q3: 2,432 shares; 2024Q4: 2,111 shares; 2025Q1: 2,167 shares 2,167 $344K 0.04% +56 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: 2,402 shares; 2023Q4: 2,414 shares; 2024Q1: 2,505 shares; 2024Q2: 2,581 shares; 2024Q3: 3,023 shares; 2024Q4: 3,091 shares; 2025Q1: 3,255 shares 3,255 $342K 0.04% +164 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: 2,034 shares; 2023Q4: 2,044 shares; 2024Q1: 2,044 shares; 2024Q2: 2,046 shares; 2024Q3: 2,122 shares; 2024Q4: 2,279 shares; 2025Q1: 2,204 shares 2,204 $339K 0.04% -75 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: 590 shares; 2023Q4: 590 shares; 2024Q1: 491 shares; 2024Q2: 457 shares; 2024Q3: 499 shares; 2024Q4: 394 shares; 2025Q1: 398 shares 398 $328K 0.03% +4 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: not reported; 2023Q4: not reported; 2024Q1: 1,868 shares; 2024Q2: 1,853 shares; 2024Q3: 3,672 shares; 2024Q4: 2,659 shares; 2025Q1: 2,682 shares 2,682 $327K 0.03% +23 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: 674 shares; 2023Q4: 674 shares; 2024Q1: 666 shares; 2024Q2: 619 shares; 2024Q3: 657 shares; 2024Q4: 650 shares; 2025Q1: 810 shares 810 $311K 0.03% +160 Timeline JD JD.COM INC More: the full row for JD.COM 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: 6,825 shares; 2024Q4: 6,762 shares; 2025Q1: 7,487 shares 7,487 $308K 0.03% +725 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,167 shares; 2023Q4: 2,182 shares; 2024Q1: 2,189 shares; 2024Q2: 2,189 shares; 2024Q3: 2,190 shares; 2024Q4: 2,189 shares; 2025Q1: 2,200 shares 2,200 $308K 0.03% +11 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 5,110 shares; 2023Q4: 6,241 shares; 2024Q1: 5,620 shares; 2024Q2: 3,562 shares; 2024Q3: 2,930 shares; 2024Q4: 2,930 shares; 2025Q1: 2,907 shares 2,907 $307K 0.03% -23 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 6,612 shares; 2024Q2: 6,427 shares; 2024Q3: 4,224 shares; 2024Q4: 4,094 shares; 2025Q1: 3,774 shares 3,774 $298K 0.03% -320 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 925 shares; 2024Q4: 945 shares; 2025Q1: 947 shares 947 $289K 0.03% +2 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: 916 shares; 2023Q4: 918 shares; 2024Q1: 923 shares; 2024Q2: 924 shares; 2024Q3: 925 shares; 2024Q4: 926 shares; 2025Q1: 938 shares 938 $287K 0.03% +12 Timeline IWB 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: 926 shares; 2023Q4: 924 shares; 2024Q1: 924 shares; 2024Q2: 924 shares; 2024Q3: 924 shares; 2024Q4: 927 shares; 2025Q1: 929 shares 929 $285K 0.03% +2 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: 2,689 shares; 2023Q4: 2,644 shares; 2024Q1: 2,690 shares; 2024Q2: 2,582 shares; 2024Q3: 2,772 shares; 2024Q4: 2,760 shares; 2025Q1: 2,796 shares 2,796 $274K 0.03% +36 Timeline BUCK SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,040 shares 11,040 $272K 0.03% new Timeline ENFR ALPS ETF TR More: the full row for ALPS 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: 7,249 shares; 2025Q1: 8,262 shares 8,262 $271K 0.03% +1,013 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: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,133 shares 4,133 $270K 0.03% new Timeline NOW SERVICENOW INC More: the full row for SERVICENOW 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: 338 shares 338 $269K 0.03% new Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 629 shares; 2024Q4: 1,268 shares; 2025Q1: 1,540 shares 1,540 $263K 0.03% +272 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 1,817 shares; 2024Q1: 1,817 shares; 2024Q2: 1,545 shares; 2024Q3: 1,357 shares; 2024Q4: 1,258 shares; 2025Q1: 1,261 shares 1,261 $259K 0.03% +3 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 12,445 shares; 2023Q4: 9,838 shares; 2024Q1: 20,554 shares; 2024Q2: 22,026 shares; 2024Q3: 22,521 shares; 2024Q4: 7,793 shares; 2025Q1: 10,211 shares 10,211 $259K 0.03% +2,418 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: 7,206 shares; 2023Q4: 7,227 shares; 2024Q1: 7,112 shares; 2024Q2: 8,951 shares; 2024Q3: 8,962 shares; 2024Q4: 8,983 shares; 2025Q1: 8,708 shares 8,708 $256K 0.03% -275 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 2,134 shares; 2024Q1: 2,031 shares; 2024Q2: not reported; 2024Q3: 2,576 shares; 2024Q4: 2,723 shares; 2025Q1: 2,485 shares 2,485 $254K 0.03% -238 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 512 shares; 2023Q4: 413 shares; 2024Q1: 383 shares; 2024Q2: 383 shares; 2024Q3: 383 shares; 2024Q4: 359 shares; 2025Q1: 373 shares 373 $254K 0.03% +14 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: 483 shares; 2024Q1: 477 shares; 2024Q2: 477 shares; 2024Q3: 512 shares; 2024Q4: 513 shares; 2025Q1: 490 shares 490 $249K 0.03% -23 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,022 shares; 2023Q4: 1,021 shares; 2024Q1: 1,087 shares; 2024Q2: 1,024 shares; 2024Q3: 1,025 shares; 2024Q4: 1,031 shares; 2025Q1: 1,035 shares 1,035 $245K 0.03% +4 Timeline AMRX AMNEAL PHARMACEUTICALS INC More: the full row for AMNEAL PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 29,000 shares; 2023Q4: 29,000 shares; 2024Q1: 29,000 shares; 2024Q2: 29,000 shares; 2024Q3: 29,000 shares; 2024Q4: 29,000 shares; 2025Q1: 29,050 shares 29,050 $243K 0.03% +50 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 750 shares; 2023Q4: 688 shares; 2024Q1: 688 shares; 2024Q2: 788 shares; 2024Q3: 889 shares; 2024Q4: 889 shares; 2025Q1: 851 shares 851 $241K 0.03% -38 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: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 823 shares; 2025Q1: 876 shares 876 $241K 0.03% +53 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,300 shares 3,300 $234K 0.02% new Timeline QQQH 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: 4,773 shares 4,773 $233K 0.02% new Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,936 shares 3,936 $232K 0.02% new 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: not reported; 2023Q4: not reported; 2024Q1: 361 shares; 2024Q2: not reported; 2024Q3: 374 shares; 2024Q4: 375 shares; 2025Q1: 376 shares 376 $229K 0.02% +1 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,243 shares; 2023Q4: 914 shares; 2024Q1: 808 shares; 2024Q2: 808 shares; 2024Q3: 810 shares; 2024Q4: 845 shares; 2025Q1: 860 shares 860 $228K 0.02% +15 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: not reported; 2023Q4: not reported; 2024Q1: 1,273 shares; 2024Q2: 1,273 shares; 2024Q3: 1,273 shares; 2024Q4: 1,276 shares; 2025Q1: 1,280 shares 1,280 $225K 0.02% +4 Timeline PICK 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: 21,217 shares; 2023Q4: 18,650 shares; 2024Q1: 17,596 shares; 2024Q2: 13,941 shares; 2024Q3: 8,478 shares; 2024Q4: 6,423 shares; 2025Q1: 6,237 shares 6,237 $224K 0.02% -186 Timeline DFAW DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3,594 shares; 2024Q2: 3,594 shares; 2024Q3: 3,594 shares; 2024Q4: 3,611 shares; 2025Q1: 3,619 shares 3,619 $222K 0.02% +8 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 375 shares; 2024Q3: 405 shares; 2024Q4: 612 shares; 2025Q1: 408 shares 408 $221K 0.02% -204 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: 13,430 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 24,851 shares; 2024Q4: 21,159 shares; 2025Q1: 21,804 shares 21,804 $219K 0.02% +645 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,635 shares 1,635 $217K 0.02% new 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: 6,789 shares; 2023Q4: 3,608 shares; 2024Q1: 3,525 shares; 2024Q2: 3,444 shares; 2024Q3: 3,721 shares; 2024Q4: 2,945 shares; 2025Q1: 3,048 shares 3,048 $216K 0.02% +103 Timeline ROM 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: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,004 shares; 2024Q4: 4,004 shares; 2025Q1: 4,004 shares 4,004 $214K 0.02% 0 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,936 shares 2,936 $214K 0.02% new 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: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,650 shares; 2024Q3: 5,140 shares; 2024Q4: 4,159 shares; 2025Q1: 4,250 shares 4,250 $213K 0.02% +91 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,087 shares; 2023Q4: 1,097 shares; 2024Q1: 1,098 shares; 2024Q2: 1,100 shares; 2024Q3: 1,117 shares; 2024Q4: 1,142 shares; 2025Q1: 1,007 shares 1,007 $213K 0.02% -135 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: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 43 shares; 2025Q1: 46 shares 46 $213K 0.02% +3 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 644 shares 644 $212K 0.02% new 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: 4,080 shares; 2023Q4: 4,090 shares; 2024Q1: 4,074 shares; 2024Q2: 4,075 shares; 2024Q3: 4,111 shares; 2024Q4: not reported; 2025Q1: 6,023 shares 6,023 $210K 0.02% 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: not reported; 2023Q4: not reported; 2024Q1: 1,293 shares; 2024Q2: 1,295 shares; 2024Q3: 1,371 shares; 2024Q4: not reported; 2025Q1: 1,440 shares 1,440 $210K 0.02% new Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,521 shares 4,521 $208K 0.02% new Timeline CLSK CLEANSPARK INC More: the full row for CLEANSPARK 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: 26,300 shares; 2024Q3: 30,800 shares; 2024Q4: 30,800 shares; 2025Q1: 30,800 shares 30,800 $207K 0.02% 0 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: 6,592 shares 6,592 $204K 0.02% new Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,916 shares; 2023Q4: 1,802 shares; 2024Q1: 1,173 shares; 2024Q2: 1,174 shares; 2024Q3: 1,176 shares; 2024Q4: 1,185 shares; 2025Q1: 1,182 shares 1,182 $202K 0.02% -3 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 11,550 shares; 2023Q4: 10,300 shares; 2024Q1: 10,300 shares; 2024Q2: 10,500 shares; 2024Q3: 15,000 shares; 2024Q4: 14,500 shares; 2025Q1: 14,450 shares 14,450 $168K 0.02% -50 Timeline NAK NORTHERN DYNASTY MINERALS LT More: the full row for NORTHERN DYNASTY MINERALS LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 65,000 shares; 2023Q4: 65,000 shares; 2024Q1: 65,000 shares; 2024Q2: 65,000 shares; 2024Q3: 105,000 shares; 2024Q4: 125,000 shares; 2025Q1: 125,000 shares 125,000 $144K 0.02% 0 Timeline PATH UIPATH INC More: the full row for UIPATH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 23,797 shares; 2023Q4: not reported; 2024Q1: 55,087 shares; 2024Q2: 17,638 shares; 2024Q3: 11,645 shares; 2024Q4: 10,325 shares; 2025Q1: 10,752 shares 10,752 $111K 0.01% +427 Timeline HUYA HUYA INC More: the full row for HUYA 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: 14,365 shares; 2024Q4: 18,367 shares; 2025Q1: 18,367 shares 18,367 $59K 0.01% 0 Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN 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: 17,598 shares; 2024Q4: 17,598 shares; 2025Q1: 17,598 shares 17,598 $55.8K 0.01% 0 Timeline HAFN HAFNIA LTD More: the full row for HAFNIA 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: 12,500 shares 12,500 $52K 0.01% new Timeline HKD AMTD DIGITAL INC More: the full row for AMTD DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 50,260 shares; 2023Q4: 20,260 shares; 2024Q1: 20,260 shares; 2024Q2: 20,260 shares; 2024Q3: 20,260 shares; 2024Q4: 20,260 shares; 2025Q1: 20,260 shares 20,260 $43K <0.01% 0 Timeline ORION ENERGY SYSTEMS INC ORION ENERGY SYSTEMS INC More: the full row for ORION ENERGY SYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 15,000 shares; 2023Q4: 15,000 shares; 2024Q1: 15,000 shares; 2024Q2: 15,000 shares; 2024Q3: 15,000 shares; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares 15,000 $10.8K <0.01% 0 WWR WESTWATER RES INC More: the full row for WESTWATER RES 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: 11,100 shares; 2025Q1: 11,000 shares 11,000 $6.07K <0.01% -100 Timeline CGTX COGNITION THERAPEUTICS INC More: the full row for COGNITION THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 12,000 shares; 2024Q1: 12,000 shares; 2024Q2: 12,000 shares; 2024Q3: 12,000 shares; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares 12,000 $5.05K <0.01% 0 Timeline BZAIW BLAIZE HLDGS INC More: the full row for BLAIZE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,000 shares 10,000 $1.9K <0.01% new Timeline