RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 296,379 shares; 2024Q1: 429,719 shares; 2024Q2: 431,473 shares; 2024Q3: 418,972 shares; 2024Q4: 426,546 shares; 2025Q1: 427,607 shares 427,607 $74.1M 6.51% +1,061 Timeline GSEW GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 805,305 shares; 2024Q1: 852,867 shares; 2024Q2: 873,940 shares; 2024Q3: 881,576 shares; 2024Q4: 911,297 shares; 2025Q1: 925,556 shares 925,556 $70.4M 6.19% +14,259 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: restricted; 2023Q4: 867,670 shares; 2024Q1: 889,962 shares; 2024Q2: 901,436 shares; 2024Q3: 874,128 shares; 2024Q4: 120,357 shares; 2025Q1: 826,316 shares 826,316 $62.5M 5.5% +705,959 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 856,763 shares; 2024Q1: 708,697 shares; 2024Q2: 722,781 shares; 2024Q3: 701,810 shares; 2024Q4: 924,336 shares; 2025Q1: 757,862 shares 757,862 $38.1M 3.35% -166,474 Timeline IQDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 941,912 shares; 2024Q1: 961,455 shares; 2024Q2: 973,154 shares; 2024Q3: 954,919 shares; 2024Q4: 1,005,526 shares; 2025Q1: 1,040,347 shares 1,040,347 $37.1M 3.26% +34,821 Timeline JMBS 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: restricted; 2023Q4: 773,527 shares; 2024Q1: 775,305 shares; 2024Q2: 784,070 shares; 2024Q3: 758,181 shares; 2024Q4: 772,155 shares; 2025Q1: 804,657 shares 804,657 $36.4M 3.2% +32,502 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: restricted; 2023Q4: 200,481 shares; 2024Q1: 198,210 shares; 2024Q2: 196,188 shares; 2024Q3: 184,637 shares; 2024Q4: 186,949 shares; 2025Q1: 186,266 shares 186,266 $31.8M 2.8% -683 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 467,118 shares; 2024Q1: 467,781 shares; 2024Q2: 184,738 shares; 2024Q3: 163,498 shares; 2024Q4: 1,600,189 shares; 2025Q1: 560,264 shares 560,264 $28.4M 2.5% -1,039,925 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: restricted; 2023Q4: 498,263 shares; 2024Q1: 504,294 shares; 2024Q2: 511,410 shares; 2024Q3: 497,480 shares; 2024Q4: 508,700 shares; 2025Q1: 531,860 shares 531,860 $27M 2.37% +23,160 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 501,797 shares; 2024Q1: 514,935 shares; 2024Q2: 528,819 shares; 2024Q3: 516,474 shares; 2024Q4: 532,971 shares; 2025Q1: 560,615 shares 560,615 $26.4M 2.32% +27,644 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: restricted; 2023Q4: 198,231 shares; 2024Q1: 199,487 shares; 2024Q2: 200,020 shares; 2024Q3: 193,020 shares; 2024Q4: 197,390 shares; 2025Q1: 200,628 shares 200,628 $25M 2.2% +3,238 Timeline IAI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,126 shares; 2024Q1: 4,386 shares; 2024Q2: 4,238 shares; 2024Q3: 132,005 shares; 2024Q4: 169,683 shares; 2025Q1: 169,714 shares 169,714 $23.8M 2.09% +31 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: restricted; 2023Q4: 234,007 shares; 2024Q1: 239,425 shares; 2024Q2: 241,634 shares; 2024Q3: 235,134 shares; 2024Q4: 239,977 shares; 2025Q1: 242,961 shares 242,961 $23.7M 2.08% +2,984 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: restricted; 2023Q4: 187,574 shares; 2024Q1: 181,640 shares; 2024Q2: 178,586 shares; 2024Q3: 167,421 shares; 2024Q4: 167,855 shares; 2025Q1: 163,839 shares 163,839 $22.6M 1.99% -4,016 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: restricted; 2023Q4: 259,590 shares; 2024Q1: 256,925 shares; 2024Q2: 254,797 shares; 2024Q3: 240,433 shares; 2024Q4: 236,940 shares; 2025Q1: 233,641 shares 233,641 $21.7M 1.91% -3,299 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,047 shares; 2024Q1: 180,144 shares; 2024Q2: 186,192 shares; 2024Q3: 184,103 shares; 2024Q4: 187,869 shares; 2025Q1: 241,292 shares 241,292 $21.5M 1.89% +53,423 Timeline ILCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 252,059 shares; 2024Q1: 253,834 shares; 2024Q2: 253,480 shares; 2024Q3: 243,807 shares; 2024Q4: 249,623 shares; 2025Q1: 248,943 shares 248,943 $20.3M 1.78% -680 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: restricted; 2023Q4: 135,818 shares; 2024Q1: 137,080 shares; 2024Q2: 137,988 shares; 2024Q3: 130,621 shares; 2024Q4: 131,885 shares; 2025Q1: 130,969 shares 130,969 $20.1M 1.76% -916 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: restricted; 2023Q4: 164,047 shares; 2024Q1: 165,764 shares; 2024Q2: 166,365 shares; 2024Q3: 160,996 shares; 2024Q4: 163,982 shares; 2025Q1: 164,688 shares 164,688 $19.7M 1.73% +706 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: restricted; 2023Q4: 279,578 shares; 2024Q1: 288,865 shares; 2024Q2: 300,304 shares; 2024Q3: 298,141 shares; 2024Q4: 292,815 shares; 2025Q1: 298,025 shares 298,025 $19.6M 1.72% +5,210 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: restricted; 2023Q4: 148,776 shares; 2024Q1: 147,695 shares; 2024Q2: 147,247 shares; 2024Q3: 135,422 shares; 2024Q4: 134,804 shares; 2025Q1: 133,965 shares 133,965 $18.8M 1.65% -839 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: restricted; 2023Q4: 227,515 shares; 2024Q1: 227,421 shares; 2024Q2: 225,362 shares; 2024Q3: 216,865 shares; 2024Q4: 221,465 shares; 2025Q1: 224,166 shares 224,166 $18.7M 1.64% +2,701 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,253 shares; 2024Q1: 6,130 shares; 2024Q2: 5,790 shares; 2024Q3: 5,490 shares; 2024Q4: 178,544 shares; 2025Q1: 183,061 shares 183,061 $16.2M 1.42% +4,517 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: restricted; 2023Q4: 56,328 shares; 2024Q1: 54,269 shares; 2024Q2: 51,761 shares; 2024Q3: 57,254 shares; 2024Q4: 70,415 shares; 2025Q1: 70,787 shares 70,787 $15.7M 1.38% +372 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,176 shares; 2024Q1: 3,176 shares; 2024Q2: 3,176 shares; 2024Q3: 2,923 shares; 2024Q4: 53,616 shares; 2025Q1: 69,706 shares 69,706 $15.5M 1.36% +16,090 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,131 shares; 2024Q1: 2,147 shares; 2024Q2: 2,067 shares; 2024Q3: 2,046 shares; 2024Q4: 57,510 shares; 2025Q1: 59,305 shares 59,305 $14.9M 1.31% +1,795 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: restricted; 2023Q4: 13,356 shares; 2024Q1: 15,163 shares; 2024Q2: 16,655 shares; 2024Q3: 18,492 shares; 2024Q4: 19,888 shares; 2025Q1: 20,128 shares 20,128 $11.3M 0.99% +240 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 26,529 shares; 2024Q1: 25,137 shares; 2024Q2: 26,121 shares; 2024Q3: 27,298 shares; 2024Q4: 29,014 shares; 2025Q1: 29,114 shares 29,114 $10.9M 0.96% +100 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 251,783 shares; 2024Q1: 264,770 shares; 2024Q2: 278,976 shares; 2024Q3: 280,856 shares; 2024Q4: not reported; 2025Q1: 286,250 shares 286,250 $10.4M 0.92% new 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: restricted; 2023Q4: 48,864 shares; 2024Q1: 46,829 shares; 2024Q2: 47,880 shares; 2024Q3: 46,455 shares; 2024Q4: 45,923 shares; 2025Q1: 46,083 shares 46,083 $8.94M 0.79% +160 Timeline SSUS STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 107,752 shares; 2024Q1: 128,841 shares; 2024Q2: 139,687 shares; 2024Q3: 148,066 shares; 2024Q4: 210,437 shares; 2025Q1: 218,744 shares 218,744 $8.91M 0.78% +8,307 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: restricted; 2023Q4: 19,017 shares; 2024Q1: 107,718 shares; 2024Q2: 117,516 shares; 2024Q3: 129,701 shares; 2024Q4: 143,277 shares; 2025Q1: 151,161 shares 151,161 $8.82M 0.78% +7,884 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 37,628 shares; 2024Q1: 35,219 shares; 2024Q2: 36,912 shares; 2024Q3: 35,958 shares; 2024Q4: 36,943 shares; 2025Q1: 35,693 shares 35,693 $8.76M 0.77% -1,250 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 47,937 shares; 2024Q1: 54,459 shares; 2024Q2: 53,847 shares; 2024Q3: 53,580 shares; 2024Q4: 53,748 shares; 2025Q1: 54,512 shares 54,512 $8.75M 0.77% +764 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 176,034 shares; 2024Q1: 182,302 shares; 2024Q2: 191,141 shares; 2024Q3: 194,914 shares; 2024Q4: 150,946 shares; 2025Q1: 155,273 shares 155,273 $8.5M 0.75% +4,327 Timeline JPEF J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 114,688 shares; 2025Q1: 120,144 shares 120,144 $7.65M 0.67% +5,456 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 20,770 shares; 2024Q1: 20,469 shares; 2024Q2: 17,002 shares; 2024Q3: 16,528 shares; 2024Q4: 16,572 shares; 2025Q1: 16,220 shares 16,220 $7.1M 0.62% -352 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 16,191 shares; 2024Q1: 16,132 shares; 2024Q2: 15,862 shares; 2024Q3: 15,419 shares; 2024Q4: 14,810 shares; 2025Q1: 14,606 shares 14,606 $6.85M 0.6% -204 Timeline FV 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: restricted; 2023Q4: 77,562 shares; 2024Q1: 87,557 shares; 2024Q2: 96,333 shares; 2024Q3: 106,129 shares; 2024Q4: 115,933 shares; 2025Q1: 122,376 shares 122,376 $6.71M 0.59% +6,443 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 83,424 shares; 2024Q1: 94,178 shares; 2024Q2: 103,305 shares; 2024Q3: 111,458 shares; 2024Q4: 119,976 shares; 2025Q1: 126,075 shares 126,075 $6.49M 0.57% +6,099 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: restricted; 2023Q4: 30,344 shares; 2024Q1: 42,888 shares; 2024Q2: 48,487 shares; 2024Q3: 51,865 shares; 2024Q4: 56,599 shares; 2025Q1: 61,084 shares 61,084 $6.39M 0.56% +4,485 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 108,213 shares; 2024Q1: 112,710 shares; 2024Q2: 118,612 shares; 2024Q3: 118,450 shares; 2024Q4: 118,409 shares; 2025Q1: 121,909 shares 121,909 $6.24M 0.55% +3,500 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 26,259 shares; 2024Q1: 26,238 shares; 2024Q2: 25,769 shares; 2024Q3: 25,169 shares; 2024Q4: 25,497 shares; 2025Q1: 25,442 shares 25,442 $6.16M 0.54% -55 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 44,311 shares; 2024Q1: 44,394 shares; 2024Q2: 44,596 shares; 2024Q3: 43,589 shares; 2024Q4: 42,252 shares; 2025Q1: 42,811 shares 42,811 $5.75M 0.51% +559 Timeline KIE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 83,652 shares; 2024Q4: 87,495 shares; 2025Q1: 89,817 shares 89,817 $5.44M 0.48% +2,322 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: restricted; 2023Q4: 11,187 shares; 2024Q1: 63,391 shares; 2024Q2: 63,895 shares; 2024Q3: 61,430 shares; 2024Q4: 63,056 shares; 2025Q1: 61,372 shares 61,372 $5.39M 0.47% -1,684 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: restricted; 2023Q4: not reported; 2024Q1: 47,946 shares; 2024Q2: 51,067 shares; 2024Q3: 51,480 shares; 2024Q4: 53,552 shares; 2025Q1: 55,641 shares 55,641 $5.31M 0.47% +2,089 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: restricted; 2023Q4: not reported; 2024Q1: 38,821 shares; 2024Q2: 42,442 shares; 2024Q3: 44,900 shares; 2024Q4: 48,475 shares; 2025Q1: 50,712 shares 50,712 $5.26M 0.46% +2,237 Timeline PTIN PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 85,542 shares; 2024Q1: 112,377 shares; 2024Q2: 126,088 shares; 2024Q3: 138,539 shares; 2024Q4: 152,726 shares; 2025Q1: 165,189 shares 165,189 $4.84M 0.43% +12,463 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: restricted; 2023Q4: 14,866 shares; 2024Q1: 12,473 shares; 2024Q2: 20,227 shares; 2024Q3: 22,535 shares; 2024Q4: 22,700 shares; 2025Q1: 24,871 shares 24,871 $4.73M 0.42% +2,171 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: restricted; 2023Q4: 16,546 shares; 2024Q1: 16,510 shares; 2024Q2: 16,637 shares; 2024Q3: 17,116 shares; 2024Q4: 18,264 shares; 2025Q1: 18,864 shares 18,864 $4.69M 0.41% +600 Timeline AIRR 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: restricted; 2023Q4: 72,258 shares; 2024Q1: 73,078 shares; 2024Q2: 74,954 shares; 2024Q3: 76,411 shares; 2024Q4: 65,536 shares; 2025Q1: 68,483 shares 68,483 $4.67M 0.41% +2,947 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 46,912 shares; 2024Q1: 47,399 shares; 2024Q2: 46,858 shares; 2024Q3: 44,923 shares; 2024Q4: 45,077 shares; 2025Q1: 45,465 shares 45,465 $4.6M 0.4% +388 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,424 shares; 2024Q1: 8,433 shares; 2024Q2: 17,604 shares; 2024Q3: 16,995 shares; 2024Q4: 17,141 shares; 2025Q1: 17,098 shares 17,098 $4.56M 0.4% -43 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 15,993 shares; 2024Q1: 16,156 shares; 2024Q2: 16,312 shares; 2024Q3: 14,864 shares; 2024Q4: 14,908 shares; 2025Q1: 14,659 shares 14,659 $4.43M 0.39% -249 Timeline SKYY 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: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 41,300 shares; 2025Q1: 43,071 shares 43,071 $4.4M 0.39% +1,771 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: restricted; 2023Q4: 25,800 shares; 2024Q1: 25,662 shares; 2024Q2: 26,234 shares; 2024Q3: 25,250 shares; 2024Q4: 25,503 shares; 2025Q1: 24,897 shares 24,897 $4.29M 0.38% -606 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: restricted; 2023Q4: 25,096 shares; 2024Q1: 25,523 shares; 2024Q2: 26,279 shares; 2024Q3: 26,218 shares; 2024Q4: 24,286 shares; 2025Q1: 27,020 shares 27,020 $3.94M 0.35% +2,734 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 32,359 shares; 2024Q1: 46,662 shares; 2024Q2: 385,434 shares; 2024Q3: 384,490 shares; 2024Q4: 65,190 shares; 2025Q1: 69,279 shares 69,279 $3.74M 0.33% +4,089 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 143,401 shares; 2025Q1: 149,853 shares 149,853 $3.67M 0.32% +6,452 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 9,062 shares; 2024Q1: 9,005 shares; 2024Q2: 8,952 shares; 2024Q3: 15,455 shares; 2024Q4: 15,387 shares; 2025Q1: 15,316 shares 15,316 $3.65M 0.32% -71 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 63,279 shares; 2024Q1: 72,637 shares; 2024Q2: 73,071 shares; 2024Q3: 70,363 shares; 2024Q4: 83,711 shares; 2025Q1: 85,552 shares 85,552 $3.49M 0.31% +1,841 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 73,057 shares; 2024Q1: 77,012 shares; 2024Q2: 81,510 shares; 2024Q3: 81,933 shares; 2024Q4: 82,397 shares; 2025Q1: 85,347 shares 85,347 $3.48M 0.31% +2,950 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: restricted; 2023Q4: 5,006 shares; 2024Q1: 5,185 shares; 2024Q2: 449 shares; 2024Q3: 1,498 shares; 2024Q4: 6,228 shares; 2025Q1: 6,588 shares 6,588 $3.45M 0.3% +360 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: restricted; 2023Q4: 30,826 shares; 2024Q1: 31,188 shares; 2024Q2: 30,937 shares; 2024Q3: 29,561 shares; 2024Q4: 31,245 shares; 2025Q1: 33,539 shares 33,539 $3.33M 0.29% +2,294 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: restricted; 2023Q4: 1,554 shares; 2024Q1: 979 shares; 2024Q2: 9,840 shares; 2024Q3: 26,797 shares; 2024Q4: 30,385 shares; 2025Q1: 30,655 shares 30,655 $3.32M 0.29% +270 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 70,688 shares; 2024Q1: 75,863 shares; 2024Q2: 79,752 shares; 2024Q3: 79,341 shares; 2024Q4: 79,951 shares; 2025Q1: 82,222 shares 82,222 $3.24M 0.28% +2,271 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 474 shares; 2024Q1: 474 shares; 2024Q2: 5,625 shares; 2024Q3: 5,396 shares; 2024Q4: 2,902 shares; 2025Q1: 5,276 shares 5,276 $3.11M 0.27% +2,374 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 9,427 shares; 2024Q1: 9,444 shares; 2024Q2: 9,990 shares; 2024Q3: 11,769 shares; 2024Q4: 11,809 shares; 2025Q1: 11,273 shares 11,273 $3.06M 0.27% -536 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 56,844 shares; 2024Q1: 58,873 shares; 2024Q2: 57,753 shares; 2024Q3: 44,550 shares; 2024Q4: 48,370 shares; 2025Q1: 48,654 shares 48,654 $3M 0.26% +284 Timeline IEO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 28,266 shares; 2024Q1: 30,070 shares; 2024Q2: 30,181 shares; 2024Q3: 29,775 shares; 2024Q4: 29,976 shares; 2025Q1: 28,800 shares 28,800 $2.72M 0.24% -1,176 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: restricted; 2023Q4: 19,609 shares; 2024Q1: 21,415 shares; 2024Q2: 22,546 shares; 2024Q3: 25,356 shares; 2024Q4: 25,388 shares; 2025Q1: 93,176 shares 93,176 $2.64M 0.23% +67,788 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 16,567 shares; 2024Q1: 17,008 shares; 2024Q2: 18,128 shares; 2024Q3: 18,454 shares; 2024Q4: 16,541 shares; 2025Q1: 15,723 shares 15,723 $2.61M 0.23% -818 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 23,610 shares; 2024Q1: 25,110 shares; 2024Q2: 25,810 shares; 2024Q3: 26,460 shares; 2024Q4: 26,685 shares; 2025Q1: 27,035 shares 27,035 $2.53M 0.22% +350 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 19,406 shares; 2024Q1: 19,275 shares; 2024Q2: 19,105 shares; 2024Q3: 17,503 shares; 2024Q4: 18,013 shares; 2025Q1: 18,375 shares 18,375 $2.44M 0.21% +362 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: restricted; 2023Q4: 81,136 shares; 2024Q1: 79,138 shares; 2024Q2: 77,111 shares; 2024Q3: 76,485 shares; 2024Q4: 9,359 shares; 2025Q1: 8,614 shares 8,614 $2.21M 0.19% -745 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: restricted; 2023Q4: 2,029 shares; 2024Q1: 10,473 shares; 2024Q2: 11,457 shares; 2024Q3: 13,323 shares; 2024Q4: 14,697 shares; 2025Q1: 13,877 shares 13,877 $2.15M 0.19% -820 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 68,613 shares; 2024Q1: 68,948 shares; 2024Q2: 68,048 shares; 2024Q3: 66,248 shares; 2024Q4: 66,548 shares; 2025Q1: 65,848 shares 65,848 $2.02M 0.18% -700 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,158 shares; 2024Q1: 5,158 shares; 2024Q2: 6,528 shares; 2024Q3: 7,021 shares; 2024Q4: 7,321 shares; 2025Q1: 7,338 shares 7,338 $2.02M 0.18% +17 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: restricted; 2023Q4: 1,499 shares; 2024Q1: 1,957 shares; 2024Q2: 1,944 shares; 2024Q3: 1,926 shares; 2024Q4: 4,599 shares; 2025Q1: 6,837 shares 6,837 $2.02M 0.18% +2,238 Timeline RPV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 11,022 shares; 2024Q1: 14,220 shares; 2024Q2: 16,240 shares; 2024Q3: 19,585 shares; 2024Q4: 20,275 shares; 2025Q1: 21,675 shares 21,675 $2M 0.18% +1,400 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 9,994 shares; 2024Q1: 9,875 shares; 2024Q2: 9,716 shares; 2024Q3: 10,095 shares; 2024Q4: 10,715 shares; 2025Q1: 11,496 shares 11,496 $1.96M 0.17% +781 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 12,113 shares; 2024Q1: 11,573 shares; 2024Q2: 11,206 shares; 2024Q3: 10,952 shares; 2024Q4: 10,825 shares; 2025Q1: 10,502 shares 10,502 $1.89M 0.17% -323 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,385 shares; 2024Q1: 5,463 shares; 2024Q2: 5,921 shares; 2024Q3: 5,851 shares; 2024Q4: 5,938 shares; 2025Q1: 5,378 shares 5,378 $1.88M 0.17% -560 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 15,029 shares; 2024Q1: 19,672 shares; 2024Q2: 20,205 shares; 2024Q3: 19,564 shares; 2024Q4: 18,731 shares; 2025Q1: 20,363 shares 20,363 $1.83M 0.16% +1,632 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: restricted; 2023Q4: 704 shares; 2024Q1: 731 shares; 2024Q2: 872 shares; 2024Q3: 10,203 shares; 2024Q4: 11,756 shares; 2025Q1: 10,712 shares 10,712 $1.79M 0.16% -1,044 Timeline SANDY SPRING BANCORP INC SANDY SPRING BANCORP INC More: the full row for SANDY SPRING BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 62,947 shares; 2024Q4: 62,947 shares; 2025Q1: 63,191 shares 63,191 $1.77M 0.16% +244 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: restricted; 2023Q4: 3,616 shares; 2024Q1: 6,307 shares; 2024Q2: 6,266 shares; 2024Q3: 6,279 shares; 2024Q4: 31,805 shares; 2025Q1: 31,748 shares 31,748 $1.75M 0.15% -57 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 217,575 shares; 2024Q1: 212,885 shares; 2024Q2: 198,591 shares; 2024Q3: 183,793 shares; 2024Q4: 19,470 shares; 2025Q1: 17,688 shares 17,688 $1.68M 0.15% -1,782 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: restricted; 2023Q4: 3,456 shares; 2024Q1: 5,085 shares; 2024Q2: 5,119 shares; 2024Q3: 4,926 shares; 2024Q4: 2,831 shares; 2025Q1: 4,834 shares 4,834 $1.59M 0.14% +2,003 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 17,850 shares; 2024Q1: 16,850 shares; 2024Q2: 16,050 shares; 2024Q3: 14,250 shares; 2024Q4: 11,450 shares; 2025Q1: 10,950 shares 10,950 $1.52M 0.13% -500 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: restricted; 2023Q4: 4,149 shares; 2024Q1: 3,910 shares; 2024Q2: 4,481 shares; 2024Q3: 4,419 shares; 2024Q4: 4,382 shares; 2025Q1: 3,932 shares 3,932 $1.44M 0.13% -450 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: restricted; 2023Q4: 13,875 shares; 2024Q1: 14,051 shares; 2024Q2: 13,933 shares; 2024Q3: 13,891 shares; 2024Q4: 14,147 shares; 2025Q1: 14,509 shares 14,509 $1.41M 0.12% +362 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,896 shares; 2024Q1: 3,783 shares; 2024Q2: 3,733 shares; 2024Q3: 4,507 shares; 2024Q4: 4,444 shares; 2025Q1: 4,496 shares 4,496 $1.4M 0.12% +52 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 11,689 shares; 2024Q1: 11,804 shares; 2024Q2: 11,626 shares; 2024Q3: 11,481 shares; 2024Q4: 11,363 shares; 2025Q1: 11,158 shares 11,158 $1.4M 0.12% -205 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: restricted; 2023Q4: 27,577 shares; 2024Q1: 25,577 shares; 2024Q2: 27,460 shares; 2024Q3: 29,772 shares; 2024Q4: 31,977 shares; 2025Q1: 31,690 shares 31,690 $1.32M 0.12% -287 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: restricted; 2023Q4: 31,310 shares; 2024Q1: 31,810 shares; 2024Q2: 32,410 shares; 2024Q3: 32,510 shares; 2024Q4: 31,610 shares; 2025Q1: 33,795 shares 33,795 $1.29M 0.11% +2,185 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: restricted; 2023Q4: 56,954 shares; 2024Q1: 55,357 shares; 2024Q2: 54,532 shares; 2024Q3: 4,638 shares; 2024Q4: 3,488 shares; 2025Q1: 3,425 shares 3,425 $1.27M 0.11% -63 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,324 shares; 2024Q1: 8,277 shares; 2024Q2: 8,438 shares; 2024Q3: 8,347 shares; 2024Q4: 9,848 shares; 2025Q1: 9,975 shares 9,975 $1.22M 0.11% +127 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: restricted; 2023Q4: 4,659 shares; 2024Q1: 4,857 shares; 2024Q2: 5,368 shares; 2024Q3: 5,318 shares; 2024Q4: 5,098 shares; 2025Q1: 5,012 shares 5,012 $1.18M 0.1% -86 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: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,712 shares 12,712 $1.17M 0.1% new Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,739 shares; 2024Q1: 8,791 shares; 2024Q2: 8,897 shares; 2024Q3: 9,051 shares; 2024Q4: 9,432 shares; 2025Q1: 9,682 shares 9,682 $1.17M 0.1% +250 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,013 shares; 2024Q1: 7,964 shares; 2024Q2: 7,966 shares; 2024Q3: 7,973 shares; 2024Q4: 8,272 shares; 2025Q1: 8,672 shares 8,672 $1.15M 0.1% +400 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: restricted; 2023Q4: 4,577 shares; 2024Q1: 4,579 shares; 2024Q2: 5,671 shares; 2024Q3: 5,476 shares; 2024Q4: 6,372 shares; 2025Q1: 6,468 shares 6,468 $1.08M 0.1% +96 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: restricted; 2023Q4: 2,307 shares; 2024Q1: 2,307 shares; 2024Q2: 2,469 shares; 2024Q3: 2,673 shares; 2024Q4: 3,354 shares; 2025Q1: 3,469 shares 3,469 $1.08M 0.1% +115 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: restricted; 2023Q4: 8,360 shares; 2024Q1: 9,220 shares; 2024Q2: 10,301 shares; 2024Q3: 11,305 shares; 2024Q4: 11,868 shares; 2025Q1: 11,538 shares 11,538 $1.04M 0.09% -330 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,068 shares; 2024Q1: 2,068 shares; 2024Q2: 2,069 shares; 2024Q3: 2,038 shares; 2024Q4: 2,273 shares; 2025Q1: 2,307 shares 2,307 $1.03M 0.09% +34 Timeline PRN INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,313 shares; 2024Q1: 7,546 shares; 2024Q2: 7,641 shares; 2024Q3: 7,370 shares; 2024Q4: 7,188 shares; 2025Q1: 7,285 shares 7,285 $1M 0.09% +97 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,984 shares; 2024Q1: 4,989 shares; 2024Q2: 6,610 shares; 2024Q3: 6,582 shares; 2024Q4: 8,058 shares; 2025Q1: 8,255 shares 8,255 $982K 0.09% +197 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,106 shares; 2024Q1: 2,053 shares; 2024Q2: 2,066 shares; 2024Q3: 3,394 shares; 2024Q4: 6,885 shares; 2025Q1: 6,900 shares 6,900 $965K 0.08% +15 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 17,867 shares; 2024Q1: 59,536 shares; 2024Q2: 59,672 shares; 2024Q3: 57,927 shares; 2024Q4: 50,204 shares; 2025Q1: 21,137 shares 21,137 $959K 0.08% -29,067 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,257 shares; 2024Q1: 1,032 shares; 2024Q2: 1,042 shares; 2024Q3: 1,435 shares; 2024Q4: 1,432 shares; 2025Q1: 1,685 shares 1,685 $943K 0.08% +253 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: restricted; 2023Q4: 6,207 shares; 2024Q1: 7,243 shares; 2024Q2: 10,071 shares; 2024Q3: 12,535 shares; 2024Q4: 13,051 shares; 2025Q1: 13,292 shares 13,292 $942K 0.08% +241 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 19,253 shares; 2024Q1: 18,483 shares; 2024Q2: 16,620 shares; 2024Q3: 16,082 shares; 2024Q4: 16,136 shares; 2025Q1: 16,350 shares 16,350 $941K 0.08% +214 Timeline PTF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 15,240 shares; 2024Q1: 16,068 shares; 2024Q2: 16,376 shares; 2024Q3: 15,769 shares; 2024Q4: 15,621 shares; 2025Q1: 15,827 shares 15,827 $933K 0.08% +206 Timeline PFI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 16,577 shares; 2024Q2: 17,414 shares; 2024Q3: 16,892 shares; 2024Q4: 16,947 shares; 2025Q1: 17,337 shares 17,337 $927K 0.08% +390 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 12,326 shares; 2024Q1: 12,221 shares; 2024Q2: 12,116 shares; 2024Q3: 12,116 shares; 2024Q4: 11,215 shares; 2025Q1: 12,040 shares 12,040 $913K 0.08% +825 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,809 shares; 2024Q1: 1,809 shares; 2024Q2: 1,735 shares; 2024Q3: 1,773 shares; 2024Q4: 1,731 shares; 2025Q1: 1,732 shares 1,732 $911K 0.08% +1 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,553 shares; 2024Q1: 7,853 shares; 2024Q2: 10,011 shares; 2024Q3: 10,896 shares; 2024Q4: 11,202 shares; 2025Q1: 10,908 shares 10,908 $898K 0.08% -294 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: restricted; 2023Q4: 1,859 shares; 2024Q1: 2,090 shares; 2024Q2: 2,951 shares; 2024Q3: 3,071 shares; 2024Q4: 3,276 shares; 2025Q1: 4,013 shares 4,013 $873K 0.08% +737 Timeline PEZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 9,294 shares; 2024Q1: 9,710 shares; 2024Q2: 9,888 shares; 2024Q3: 9,599 shares; 2024Q4: 9,701 shares; 2025Q1: 10,078 shares 10,078 $867K 0.08% +377 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,301 shares; 2024Q1: 5,126 shares; 2024Q2: 5,276 shares; 2024Q3: 5,733 shares; 2024Q4: 5,839 shares; 2025Q1: 6,069 shares 6,069 $863K 0.08% +230 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: restricted; 2023Q4: 7,480 shares; 2024Q1: 9,828 shares; 2024Q2: 10,641 shares; 2024Q3: 10,586 shares; 2024Q4: 10,258 shares; 2025Q1: 10,222 shares 10,222 $835K 0.07% -36 Timeline MGMT UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 16,146 shares; 2025Q1: 21,239 shares 21,239 $820K 0.07% +5,093 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 39,368 shares; 2024Q1: 116,740 shares; 2024Q2: 116,407 shares; 2024Q3: 29,176 shares; 2024Q4: 4,827 shares; 2025Q1: 4,344 shares 4,344 $817K 0.07% -483 Timeline BOTZ 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: restricted; 2023Q4: 28,802 shares; 2024Q1: 29,109 shares; 2024Q2: 28,402 shares; 2024Q3: 28,046 shares; 2024Q4: 27,563 shares; 2025Q1: 28,358 shares 28,358 $807K 0.07% +795 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: restricted; 2023Q4: 11,583 shares; 2024Q1: 11,785 shares; 2024Q2: 11,788 shares; 2024Q3: 12,689 shares; 2024Q4: 13,259 shares; 2025Q1: 13,452 shares 13,452 $804K 0.07% +193 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: restricted; 2023Q4: 1,574 shares; 2024Q1: 1,574 shares; 2024Q2: 1,574 shares; 2024Q3: 1,580 shares; 2024Q4: 1,615 shares; 2025Q1: 1,623 shares 1,623 $804K 0.07% +8 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: restricted; 2023Q4: not reported; 2024Q1: 1,705 shares; 2024Q2: 1,696 shares; 2024Q3: 94,685 shares; 2024Q4: 5,034 shares; 2025Q1: 4,648 shares 4,648 $803K 0.07% -386 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 14,839 shares; 2024Q1: 15,202 shares; 2024Q2: 14,767 shares; 2024Q3: 14,936 shares; 2024Q4: 14,976 shares; 2025Q1: 15,584 shares 15,584 $803K 0.07% +608 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,017 shares; 2024Q1: 1,053 shares; 2024Q2: 1,077 shares; 2024Q3: 1,357 shares; 2024Q4: 1,557 shares; 2025Q1: 1,375 shares 1,375 $793K 0.07% -182 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: restricted; 2023Q4: 6,250 shares; 2024Q1: 6,250 shares; 2024Q2: 6,279 shares; 2024Q3: 6,579 shares; 2024Q4: 6,579 shares; 2025Q1: 7,242 shares 7,242 $789K 0.07% +663 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 73,528 shares; 2024Q1: 66,072 shares; 2024Q2: 61,172 shares; 2024Q3: 59,636 shares; 2024Q4: 52,141 shares; 2025Q1: 44,862 shares 44,862 $789K 0.07% -7,279 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 12,892 shares; 2024Q2: 12,619 shares; 2024Q3: 12,282 shares; 2024Q4: 11,925 shares; 2025Q1: 12,581 shares 12,581 $777K 0.07% +656 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: restricted; 2023Q4: 14,050 shares; 2024Q1: 14,450 shares; 2024Q2: 13,850 shares; 2024Q3: 13,900 shares; 2024Q4: 14,100 shares; 2025Q1: 14,400 shares 14,400 $768K 0.07% +300 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,271 shares; 2024Q1: 3,271 shares; 2024Q2: 3,071 shares; 2024Q3: 2,899 shares; 2024Q4: 2,929 shares; 2025Q1: 2,829 shares 2,829 $761K 0.07% -100 Timeline SIL 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: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 19,203 shares; 2024Q3: 19,095 shares; 2024Q4: 19,406 shares; 2025Q1: 19,268 shares 19,268 $760K 0.07% -138 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 12,262 shares; 2024Q1: 12,154 shares; 2024Q2: 12,066 shares; 2024Q3: 12,504 shares; 2024Q4: 12,415 shares; 2025Q1: 12,415 shares 12,415 $745K 0.07% 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: restricted; 2023Q4: 10,720 shares; 2024Q1: 11,620 shares; 2024Q2: 12,200 shares; 2024Q3: 12,500 shares; 2024Q4: 12,200 shares; 2025Q1: 12,900 shares 12,900 $733K 0.06% +700 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: restricted; 2023Q4: 1,405 shares; 2024Q1: 1,468 shares; 2024Q2: 1,924 shares; 2024Q3: 1,995 shares; 2024Q4: 3,185 shares; 2025Q1: 2,721 shares 2,721 $730K 0.06% -464 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: restricted; 2023Q4: 3,193 shares; 2024Q1: 3,301 shares; 2024Q2: 3,250 shares; 2024Q3: 3,084 shares; 2024Q4: 3,521 shares; 2025Q1: 3,627 shares 3,627 $726K 0.06% +106 Timeline FXR 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: restricted; 2023Q4: 12,659 shares; 2024Q1: 12,179 shares; 2024Q2: 11,052 shares; 2024Q3: 11,085 shares; 2024Q4: 8,919 shares; 2025Q1: 10,323 shares 10,323 $719K 0.06% +1,404 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 18,437 shares; 2024Q1: 19,037 shares; 2024Q2: 19,037 shares; 2024Q3: 17,700 shares; 2024Q4: 18,012 shares; 2025Q1: 18,212 shares 18,212 $714K 0.06% +200 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,047 shares; 2024Q1: 1,072 shares; 2024Q2: 1,222 shares; 2024Q3: 1,309 shares; 2024Q4: 2,102 shares; 2025Q1: 2,377 shares 2,377 $711K 0.06% +275 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: restricted; 2023Q4: 7,860 shares; 2024Q1: 8,011 shares; 2024Q2: 8,062 shares; 2024Q3: 9,312 shares; 2024Q4: 9,412 shares; 2025Q1: 9,315 shares 9,315 $696K 0.06% -97 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: restricted; 2023Q4: 3,544 shares; 2024Q1: 3,527 shares; 2024Q2: 3,611 shares; 2024Q3: 3,396 shares; 2024Q4: 3,497 shares; 2025Q1: 3,790 shares 3,790 $681K 0.06% +293 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 19,909 shares; 2024Q1: 13,362 shares; 2024Q2: 11,396 shares; 2024Q3: 10,494 shares; 2024Q4: 9,714 shares; 2025Q1: 13,364 shares 13,364 $677K 0.06% +3,650 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 10,648 shares; 2024Q1: 10,294 shares; 2024Q2: 10,094 shares; 2024Q3: 11,694 shares; 2024Q4: 11,605 shares; 2025Q1: 12,007 shares 12,007 $673K 0.06% +402 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: restricted; 2023Q4: 2,247 shares; 2024Q1: 2,544 shares; 2024Q2: 2,949 shares; 2024Q3: 2,805 shares; 2024Q4: 2,816 shares; 2025Q1: 2,511 shares 2,511 $666K 0.06% -305 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,693 shares; 2024Q1: 3,695 shares; 2024Q2: 4,029 shares; 2024Q3: 4,129 shares; 2024Q4: 4,153 shares; 2025Q1: 4,153 shares 4,153 $659K 0.06% 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: restricted; 2023Q4: 3,812 shares; 2024Q1: 4,212 shares; 2024Q2: 4,980 shares; 2024Q3: 5,530 shares; 2024Q4: 5,680 shares; 2025Q1: 5,780 shares 5,780 $648K 0.06% +100 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: restricted; 2023Q4: 12,967 shares; 2024Q1: 12,967 shares; 2024Q2: 11,993 shares; 2024Q3: 12,093 shares; 2024Q4: 8,225 shares; 2025Q1: 9,125 shares 9,125 $618K 0.05% +900 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,048 shares; 2024Q1: 1,050 shares; 2024Q2: 996 shares; 2024Q3: 1,043 shares; 2024Q4: 891 shares; 2025Q1: 1,638 shares 1,638 $610K 0.05% +747 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: restricted; 2023Q4: 3,705 shares; 2024Q1: 3,780 shares; 2024Q2: 4,380 shares; 2024Q3: 4,705 shares; 2024Q4: 3,100 shares; 2025Q1: 3,522 shares 3,522 $602K 0.05% +422 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: restricted; 2023Q4: 5,849 shares; 2024Q1: 5,950 shares; 2024Q2: 5,951 shares; 2024Q3: 6,931 shares; 2024Q4: 7,406 shares; 2025Q1: 7,406 shares 7,406 $595K 0.05% 0 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,310 shares; 2024Q1: 3,410 shares; 2024Q2: 3,485 shares; 2024Q3: 3,485 shares; 2024Q4: 3,760 shares; 2025Q1: 4,010 shares 4,010 $590K 0.05% +250 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,762 shares; 2024Q1: 6,600 shares; 2024Q2: 6,672 shares; 2024Q3: 6,511 shares; 2024Q4: 4,781 shares; 2025Q1: 7,260 shares 7,260 $589K 0.05% +2,479 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: restricted; 2023Q4: 5,667 shares; 2024Q1: 6,016 shares; 2024Q2: 6,135 shares; 2024Q3: 6,275 shares; 2024Q4: 6,373 shares; 2025Q1: 7,050 shares 7,050 $583K 0.05% +677 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: restricted; 2023Q4: not reported; 2024Q1: 6,549 shares; 2024Q2: 7,838 shares; 2024Q3: 7,845 shares; 2024Q4: 8,079 shares; 2025Q1: 7,254 shares 7,254 $581K 0.05% -825 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 512 shares; 2024Q2: 496 shares; 2024Q3: 488 shares; 2024Q4: 825 shares; 2025Q1: 1,050 shares 1,050 $559K 0.05% +225 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 12,686 shares; 2024Q1: 13,186 shares; 2024Q2: 13,275 shares; 2024Q3: 13,275 shares; 2024Q4: 13,575 shares; 2025Q1: 13,675 shares 13,675 $546K 0.05% +100 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 10,513 shares; 2024Q1: 11,906 shares; 2024Q2: 3,093 shares; 2024Q3: 2,867 shares; 2024Q4: 2,949 shares; 2025Q1: 2,613 shares 2,613 $543K 0.05% -336 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,968 shares; 2024Q1: 11,429 shares; 2024Q2: 13,615 shares; 2024Q3: 15,188 shares; 2024Q4: 8,938 shares; 2025Q1: 14,410 shares 14,410 $539K 0.05% +5,472 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,032 shares; 2024Q3: 1,248 shares; 2024Q4: 982 shares; 2025Q1: 1,047 shares 1,047 $538K 0.05% +65 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,785 shares; 2024Q4: 3,135 shares; 2025Q1: 3,285 shares 3,285 $526K 0.05% +150 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: restricted; 2023Q4: 521 shares; 2024Q1: 513 shares; 2024Q2: 506 shares; 2024Q3: 532 shares; 2024Q4: 598 shares; 2025Q1: 594 shares 594 $491K 0.04% -4 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 12,408 shares; 2024Q1: 12,408 shares; 2024Q2: 13,010 shares; 2024Q3: 13,835 shares; 2024Q4: 14,714 shares; 2025Q1: 16,018 shares 16,018 $487K 0.04% +1,304 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: restricted; 2023Q4: 3,105 shares; 2024Q1: 3,105 shares; 2024Q2: 3,014 shares; 2024Q3: 3,029 shares; 2024Q4: 3,043 shares; 2025Q1: 3,043 shares 3,043 $479K 0.04% 0 Timeline ACNB ACNB CORP More: the full row for ACNB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 6,200 shares; 2024Q4: 11,610 shares; 2025Q1: 11,610 shares 11,610 $478K 0.04% 0 Timeline AVA AVISTA CORP More: the full row for AVISTA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,000 shares; 2024Q1: 9,200 shares; 2024Q2: 11,000 shares; 2024Q3: 10,800 shares; 2024Q4: 11,200 shares; 2025Q1: 11,400 shares 11,400 $477K 0.04% +200 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: restricted; 2023Q4: 3,027 shares; 2024Q1: 3,227 shares; 2024Q2: 3,135 shares; 2024Q3: 3,218 shares; 2024Q4: 3,464 shares; 2025Q1: 4,530 shares 4,530 $476K 0.04% +1,066 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,542 shares 4,542 $475K 0.04% new Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,923 shares; 2024Q3: 3,162 shares; 2024Q4: 3,595 shares; 2025Q1: 4,524 shares 4,524 $465K 0.04% +929 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,700 shares; 2024Q1: 9,000 shares; 2024Q2: 10,700 shares; 2024Q3: 13,300 shares; 2024Q4: 15,700 shares; 2025Q1: 17,200 shares 17,200 $459K 0.04% +1,500 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: restricted; 2023Q4: 4,950 shares; 2024Q1: 5,150 shares; 2024Q2: 5,350 shares; 2024Q3: 5,250 shares; 2024Q4: 5,350 shares; 2025Q1: 5,350 shares 5,350 $454K 0.04% 0 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,700 shares; 2024Q1: 4,700 shares; 2024Q2: 4,710 shares; 2024Q3: 4,700 shares; 2024Q4: 5,000 shares; 2025Q1: 5,050 shares 5,050 $452K 0.04% +50 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,799 shares; 2024Q1: 5,956 shares; 2024Q2: 5,957 shares; 2024Q3: 5,945 shares; 2024Q4: 6,099 shares; 2025Q1: 6,250 shares 6,250 $449K 0.04% +151 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,953 shares; 2024Q1: 2,864 shares; 2024Q2: 2,881 shares; 2024Q3: 3,032 shares; 2024Q4: 2,902 shares; 2025Q1: 2,982 shares 2,982 $447K 0.04% +80 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: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 817 shares; 2025Q1: 817 shares 817 $446K 0.04% 0 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: restricted; 2023Q4: 3,702 shares; 2024Q1: 3,702 shares; 2024Q2: 3,802 shares; 2024Q3: 3,773 shares; 2024Q4: 3,873 shares; 2025Q1: 3,973 shares 3,973 $444K 0.04% +100 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,158 shares; 2024Q1: 6,407 shares; 2024Q2: 6,207 shares; 2024Q3: 6,723 shares; 2024Q4: 6,350 shares; 2025Q1: 6,250 shares 6,250 $440K 0.04% -100 Timeline EPRF 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: restricted; 2023Q4: 34,518 shares; 2024Q1: 34,518 shares; 2024Q2: 31,518 shares; 2024Q3: 31,733 shares; 2024Q4: 29,208 shares; 2025Q1: 24,858 shares 24,858 $439K 0.04% -4,350 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 13,868 shares; 2024Q1: 12,853 shares; 2024Q2: 11,899 shares; 2024Q3: 11,572 shares; 2024Q4: 11,526 shares; 2025Q1: 8,805 shares 8,805 $434K 0.04% -2,721 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,363 shares; 2024Q4: 1,130 shares; 2025Q1: 2,132 shares 2,132 $430K 0.04% +1,002 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 52,041 shares; 2024Q1: 14,067 shares; 2024Q2: 13,982 shares; 2024Q3: 15,182 shares; 2024Q4: 14,095 shares; 2025Q1: 14,595 shares 14,595 $427K 0.04% +500 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: restricted; 2023Q4: 2,900 shares; 2024Q1: 3,003 shares; 2024Q2: 3,003 shares; 2024Q3: 3,639 shares; 2024Q4: 3,742 shares; 2025Q1: 3,742 shares 3,742 $426K 0.04% 0 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 293 shares; 2024Q1: 293 shares; 2024Q2: 293 shares; 2024Q3: 295 shares; 2024Q4: 296 shares; 2025Q1: 296 shares 296 $424K 0.04% 0 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: restricted; 2023Q4: 1,700 shares; 2024Q1: 1,700 shares; 2024Q2: 1,700 shares; 2024Q3: 1,772 shares; 2024Q4: 1,672 shares; 2025Q1: 1,600 shares 1,600 $424K 0.04% -72 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,732 shares; 2025Q1: 4,767 shares 4,767 $414K 0.04% +35 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,190 shares; 2024Q1: 3,190 shares; 2024Q2: 3,190 shares; 2024Q3: 3,265 shares; 2024Q4: 3,265 shares; 2025Q1: 3,190 shares 3,190 $408K 0.04% -75 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: restricted; 2023Q4: 23,795 shares; 2024Q1: 34,043 shares; 2024Q2: 34,353 shares; 2024Q3: 34,685 shares; 2024Q4: 13,458 shares; 2025Q1: 11,665 shares 11,665 $407K 0.04% -1,793 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: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 745 shares; 2024Q4: 1,070 shares; 2025Q1: 1,105 shares 1,105 $390K 0.03% +35 Timeline JPIB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 13,618 shares; 2024Q1: 11,997 shares; 2024Q2: 11,187 shares; 2024Q3: 10,078 shares; 2024Q4: 9,717 shares; 2025Q1: 8,088 shares 8,088 $387K 0.03% -1,629 Timeline PDP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,210 shares; 2024Q1: 4,755 shares; 2024Q2: 4,755 shares; 2024Q3: 4,375 shares; 2024Q4: 3,830 shares; 2025Q1: 3,830 shares 3,830 $383K 0.03% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 47,733 shares; 2024Q1: 49,636 shares; 2024Q2: 12,241 shares; 2024Q3: 12,634 shares; 2024Q4: 10,981 shares; 2025Q1: 10,313 shares 10,313 $381K 0.03% -668 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: restricted; 2023Q4: not reported; 2024Q1: 1,804 shares; 2024Q2: 1,801 shares; 2024Q3: 1,801 shares; 2024Q4: 1,626 shares; 2025Q1: 1,566 shares 1,566 $371K 0.03% -60 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,565 shares; 2024Q3: 1,825 shares; 2024Q4: 2,415 shares; 2025Q1: 2,341 shares 2,341 $366K 0.03% -74 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: restricted; 2023Q4: 1,226 shares; 2024Q1: 1,226 shares; 2024Q2: 1,230 shares; 2024Q3: 1,232 shares; 2024Q4: 1,340 shares; 2025Q1: 1,337 shares 1,337 $354K 0.03% -3 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: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 325 shares; 2024Q4: 394 shares; 2025Q1: 375 shares 375 $350K 0.03% -19 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: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,901 shares; 2024Q4: 3,990 shares; 2025Q1: 4,564 shares 4,564 $341K 0.03% +574 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 650 shares; 2024Q2: 1,121 shares; 2024Q3: 1,015 shares; 2024Q4: 1,112 shares; 2025Q1: 1,011 shares 1,011 $333K 0.03% -101 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: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,305 shares; 2025Q1: 2,155 shares 2,155 $331K 0.03% -150 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: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,340 shares; 2024Q3: 2,990 shares; 2024Q4: 3,515 shares; 2025Q1: 3,515 shares 3,515 $329K 0.03% 0 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4,216 shares; 2024Q3: 4,327 shares; 2024Q4: 5,569 shares; 2025Q1: 5,215 shares 5,215 $324K 0.03% -354 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: restricted; 2023Q4: 600 shares; 2024Q1: 600 shares; 2024Q2: 600 shares; 2024Q3: 619 shares; 2024Q4: 603 shares; 2025Q1: 603 shares 603 $322K 0.03% 0 Timeline CODI COMPASS DIVERSIFIED More: the full row for COMPASS DIVERSIFIED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 17,430 shares; 2024Q1: 17,430 shares; 2024Q2: 17,600 shares; 2024Q3: 17,100 shares; 2024Q4: 17,600 shares; 2025Q1: 17,100 shares 17,100 $319K 0.03% -500 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,675 shares; 2024Q1: 4,975 shares; 2024Q2: 4,975 shares; 2024Q3: 4,875 shares; 2024Q4: 5,258 shares; 2025Q1: 5,338 shares 5,338 $318K 0.03% +80 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: restricted; 2023Q4: 2,749 shares; 2024Q1: 3,956 shares; 2024Q2: 4,442 shares; 2024Q3: 4,619 shares; 2024Q4: 4,705 shares; 2025Q1: 4,292 shares 4,292 $316K 0.03% -413 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 20,219 shares; 2024Q4: 20,291 shares; 2025Q1: 20,291 shares 20,291 $313K 0.03% 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: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,685 shares; 2024Q3: 3,608 shares; 2024Q4: 3,510 shares; 2025Q1: 2,534 shares 2,534 $309K 0.03% -976 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 628 shares; 2024Q1: 628 shares; 2024Q2: 628 shares; 2024Q3: 633 shares; 2024Q4: 635 shares; 2025Q1: 635 shares 635 $307K 0.03% 0 Timeline NSA NATIONAL STORAGE AFFILIATES More: the full row for NATIONAL STORAGE AFFILIATES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,800 shares; 2024Q1: 6,200 shares; 2024Q2: 6,500 shares; 2024Q3: 6,500 shares; 2024Q4: 6,800 shares; 2025Q1: 7,800 shares 7,800 $307K 0.03% +1,000 Timeline SOTHERLY HOTELS INC SOTHERLY HOTELS INC More: the full row for SOTHERLY HOTELS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 405,500 shares; 2024Q1: 405,500 shares; 2024Q2: 405,500 shares; 2024Q3: 405,500 shares; 2024Q4: 405,500 shares; 2025Q1: 405,500 shares 405,500 $300K 0.03% 0 EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,750 shares; 2024Q1: 1,750 shares; 2024Q2: 1,750 shares; 2024Q3: 1,700 shares; 2024Q4: 1,700 shares; 2025Q1: 1,700 shares 1,700 $299K 0.03% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 855 shares; 2025Q1: 956 shares 956 $292K 0.03% +101 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,008 shares; 2024Q1: 7,168 shares; 2024Q2: 5,849 shares; 2024Q3: 5,128 shares; 2024Q4: 5,612 shares; 2025Q1: 4,722 shares 4,722 $288K 0.03% -890 Timeline GFF GRIFFON CORP More: the full row for GRIFFON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 27,622 shares; 2024Q1: 23,602 shares; 2024Q2: 4,034 shares; 2024Q3: 3,950 shares; 2024Q4: 3,950 shares; 2025Q1: 3,950 shares 3,950 $282K 0.02% 0 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,994 shares; 2024Q1: 5,600 shares; 2024Q2: 5,600 shares; 2024Q3: 5,600 shares; 2024Q4: 5,600 shares; 2025Q1: 5,600 shares 5,600 $277K 0.02% 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: restricted; 2023Q4: 2,468 shares; 2024Q1: 2,358 shares; 2024Q2: 2,534 shares; 2024Q3: 2,910 shares; 2024Q4: 3,098 shares; 2025Q1: 2,982 shares 2,982 $271K 0.02% -116 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 697 shares; 2024Q2: 1,223 shares; 2024Q3: 1,314 shares; 2024Q4: 1,284 shares; 2025Q1: 804 shares 804 $271K 0.02% -480 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,040 shares; 2024Q1: 1,040 shares; 2024Q2: 1,020 shares; 2024Q3: 1,020 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares 1,000 $271K 0.02% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,984 shares; 2025Q1: 2,018 shares 2,018 $267K 0.02% +34 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: restricted; 2023Q4: 1,842 shares; 2024Q1: 1,942 shares; 2024Q2: 1,992 shares; 2024Q3: 2,094 shares; 2024Q4: 2,194 shares; 2025Q1: 2,135 shares 2,135 $264K 0.02% -59 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: restricted; 2023Q4: 2,886 shares; 2024Q1: 2,845 shares; 2024Q2: 2,824 shares; 2024Q3: 2,237 shares; 2024Q4: 2,228 shares; 2025Q1: 2,370 shares 2,370 $263K 0.02% +142 Timeline ENZL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,250 shares; 2024Q1: 6,250 shares; 2024Q2: 6,250 shares; 2024Q3: 6,250 shares; 2024Q4: 6,250 shares; 2025Q1: 6,250 shares 6,250 $263K 0.02% 0 Timeline WK KELLOGG CO WK KELLOGG CO More: the full row for WK KELLOGG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 10,857 shares; 2025Q1: 13,071 shares 13,071 $261K 0.02% +2,214 BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 5,899 shares; 2024Q3: 6,897 shares; 2024Q4: 7,832 shares; 2025Q1: 7,627 shares 7,627 $258K 0.02% -205 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,444 shares; 2024Q1: 2,459 shares; 2024Q2: 2,459 shares; 2024Q3: 2,381 shares; 2024Q4: 2,589 shares; 2025Q1: 2,589 shares 2,589 $256K 0.02% 0 Timeline TOTALENERGIES SE -SPON ADR TOTALENERGIES SE -SPON ADR More: the full row for TOTALENERGIES SE -SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,000 shares; 2024Q1: 3,300 shares; 2024Q2: 3,966 shares; 2024Q3: 3,900 shares; 2024Q4: 4,440 shares; 2025Q1: 3,940 shares 3,940 $255K 0.02% -500 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: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,213 shares 1,213 $254K 0.02% new Timeline K KELLANOVA More: the full row for KELLANOVA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,246 shares; 2024Q1: 8,850 shares; 2024Q2: 9,455 shares; 2024Q3: 2,816 shares; 2024Q4: 2,976 shares; 2025Q1: 3,031 shares 3,031 $250K 0.02% +55 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: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,193 shares; 2024Q4: 1,193 shares; 2025Q1: 1,234 shares 1,234 $249K 0.02% +41 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: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,510 shares; 2024Q3: 1,564 shares; 2024Q4: 1,443 shares; 2025Q1: 1,187 shares 1,187 $246K 0.02% -256 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: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,787 shares; 2025Q1: 2,764 shares 2,764 $233K 0.02% -23 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,300 shares 5,300 $232K 0.02% new Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,062 shares; 2025Q1: 1,062 shares 1,062 $231K 0.02% 0 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,462 shares 5,462 $228K 0.02% new Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,106 shares 3,106 $228K 0.02% new Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,920 shares; 2024Q4: 1,820 shares; 2025Q1: 1,904 shares 1,904 $225K 0.02% +84 Timeline RZG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,800 shares; 2024Q1: 4,800 shares; 2024Q2: 4,800 shares; 2024Q3: 4,800 shares; 2024Q4: 4,800 shares; 2025Q1: 4,800 shares 4,800 $224K 0.02% 0 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 3,600 shares; 2024Q2: 3,600 shares; 2024Q3: 3,600 shares; 2024Q4: 3,600 shares; 2025Q1: 3,600 shares 3,600 $219K 0.02% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 15,693 shares; 2024Q1: 15,793 shares; 2024Q2: 18,556 shares; 2024Q3: 10,929 shares; 2024Q4: 12,308 shares; 2025Q1: 9,623 shares 9,623 $219K 0.02% -2,685 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: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 714 shares; 2025Q1: 714 shares 714 $218K 0.02% 0 Timeline IHE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,192 shares; 2024Q4: 3,192 shares; 2025Q1: 3,090 shares 3,090 $218K 0.02% -102 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,575 shares; 2025Q1: 2,625 shares 2,625 $214K 0.02% +50 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: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 444 shares; 2024Q4: not reported; 2025Q1: 450 shares 450 $210K 0.02% new Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,244 shares 1,244 $208K 0.02% new Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 207 shares; 2025Q1: 220 shares 220 $208K 0.02% +13 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: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,176 shares; 2025Q1: 1,200 shares 1,200 $205K 0.02% +24 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,002 shares; 2024Q1: 4,002 shares; 2024Q2: 4,002 shares; 2024Q3: 4,002 shares; 2024Q4: 4,002 shares; 2025Q1: 3,402 shares 3,402 $205K 0.02% -600 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,570 shares; 2025Q1: 1,570 shares 1,570 $202K 0.02% 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: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,371 shares 3,371 $201K 0.02% new 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: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,800 shares 2,800 $201K 0.02% new Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 10,240 shares; 2024Q4: 10,200 shares; 2025Q1: 10,200 shares 10,200 $150K 0.01% 0 Timeline OMER OMEROS CORP More: the full row for OMEROS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 19,400 shares; 2024Q4: 19,400 shares; 2025Q1: 17,400 shares 17,400 $143K 0.01% -2,000 Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 13,800 shares; 2024Q3: 25,100 shares; 2024Q4: 25,100 shares; 2025Q1: 25,100 shares 25,100 $140K 0.01% 0 Timeline PFO FLAHERTY & CRUMRINE PFD INCO More: the full row for FLAHERTY & CRUMRINE PFD INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 18,100 shares; 2024Q1: 17,900 shares; 2024Q2: 17,900 shares; 2024Q3: 13,400 shares; 2024Q4: 13,400 shares; 2025Q1: 13,400 shares 13,400 $124K 0.01% 0 Timeline CDE COEUR MNG INC More: the full row for COEUR MNG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 11,500 shares; 2024Q3: 20,500 shares; 2024Q4: 20,500 shares; 2025Q1: 17,000 shares 17,000 $101K 0.01% -3,500 Timeline OLO INC OLO INC More: the full row for OLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 13,120 shares; 2024Q4: 13,120 shares; 2025Q1: 13,120 shares 13,120 $79.2K 0.01% 0 MGNX MACROGENICS INC More: the full row for MACROGENICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 37,750 shares; 2025Q1: 37,750 shares 37,750 $47.9K <0.01% 0 Timeline VERRICA PHARMACEUTICALS INC VERRICA PHARMACEUTICALS INC More: the full row for VERRICA PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 30,000 shares; 2024Q1: 30,000 shares; 2024Q2: 30,000 shares; 2024Q3: 30,000 shares; 2024Q4: 30,000 shares; 2025Q1: 30,000 shares 30,000 $13.3K <0.01% 0