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: 17,496 shares; 2023Q4: 17,872 shares; 2024Q1: 17,309 shares; 2024Q2: 171,511 shares; 2024Q3: 347,440 shares; 2024Q4: 335,130 shares; 2025Q1: 319,845 shares 319,845 $34.7M 6.22% -15,285 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: 58,056 shares; 2023Q4: 58,606 shares; 2024Q1: 56,560 shares; 2024Q2: 56,199 shares; 2024Q3: 116,344 shares; 2024Q4: 117,832 shares; 2025Q1: 111,100 shares 111,100 $24.7M 4.43% -6,732 Timeline DGRW 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: 52,096 shares; 2023Q4: 60,011 shares; 2024Q1: 92,338 shares; 2024Q2: 117,487 shares; 2024Q3: 258,928 shares; 2024Q4: 282,916 shares; 2025Q1: 293,033 shares 293,033 $23.4M 4.2% +10,117 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: 13,068 shares; 2023Q4: 14,001 shares; 2024Q1: 14,428 shares; 2024Q2: 15,917 shares; 2024Q3: 33,818 shares; 2024Q4: 33,779 shares; 2025Q1: 36,559 shares 36,559 $20.5M 3.69% +2,780 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 13,291 shares; 2023Q4: 13,384 shares; 2024Q1: 13,127 shares; 2024Q2: 13,730 shares; 2024Q3: 28,105 shares; 2024Q4: 27,161 shares; 2025Q1: 27,401 shares 27,401 $16.7M 2.99% +240 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: 99,585 shares; 2023Q4: 100,160 shares; 2024Q1: 101,530 shares; 2024Q2: 102,085 shares; 2024Q3: 202,006 shares; 2024Q4: 187,268 shares; 2025Q1: 172,130 shares 172,130 $14.5M 2.61% -15,138 Timeline JAVA 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: 4,309 shares; 2023Q4: 30,161 shares; 2024Q1: 51,185 shares; 2024Q2: 63,941 shares; 2024Q3: 159,193 shares; 2024Q4: 183,420 shares; 2025Q1: 196,597 shares 196,597 $12.5M 2.24% +13,177 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: 36,455 shares; 2023Q4: 45,403 shares; 2024Q1: 48,858 shares; 2024Q2: 44,311 shares; 2024Q3: 226,499 shares; 2024Q4: 220,083 shares; 2025Q1: 242,475 shares 242,475 $12.3M 2.2% +22,392 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 61,584 shares; 2023Q4: 60,389 shares; 2024Q1: 57,734 shares; 2024Q2: 55,518 shares; 2024Q3: 107,602 shares; 2024Q4: 106,678 shares; 2025Q1: 104,620 shares 104,620 $9.8M 1.76% -2,058 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: 9,456 shares; 2023Q4: 8,999 shares; 2024Q1: 9,003 shares; 2024Q2: 8,918 shares; 2024Q3: 18,933 shares; 2024Q4: 18,765 shares; 2025Q1: 18,177 shares 18,177 $9.68M 1.74% -588 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: 25,030 shares; 2023Q4: 25,266 shares; 2024Q1: 26,202 shares; 2024Q2: 26,862 shares; 2024Q3: 55,412 shares; 2024Q4: 55,513 shares; 2025Q1: 58,361 shares 58,361 $9.12M 1.64% +2,848 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: 8,926 shares; 2023Q4: 9,473 shares; 2024Q1: 10,030 shares; 2024Q2: 9,841 shares; 2024Q3: 21,479 shares; 2024Q4: 22,257 shares; 2025Q1: 22,872 shares 22,872 $8.59M 1.54% +615 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: 6,634 shares; 2023Q4: 7,170 shares; 2024Q1: 7,441 shares; 2024Q2: 7,654 shares; 2024Q3: 15,724 shares; 2024Q4: 15,802 shares; 2025Q1: 14,992 shares 14,992 $8.39M 1.5% -810 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: 17,210 shares; 2023Q4: 16,872 shares; 2024Q1: 18,078 shares; 2024Q2: 18,558 shares; 2024Q3: 42,819 shares; 2024Q4: 43,442 shares; 2025Q1: 43,790 shares 43,790 $8.33M 1.49% +348 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 95,399 shares; 2024Q4: 122,278 shares; 2025Q1: 167,725 shares 167,725 $7.96M 1.43% +45,447 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: 27,843 shares; 2023Q4: 28,330 shares; 2024Q1: 28,175 shares; 2024Q2: 29,404 shares; 2024Q3: 59,943 shares; 2024Q4: 62,149 shares; 2025Q1: 62,312 shares 62,312 $7.41M 1.33% +163 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 26,890 shares; 2023Q4: 26,904 shares; 2024Q1: 26,535 shares; 2024Q2: 26,300 shares; 2024Q3: 51,131 shares; 2024Q4: 50,652 shares; 2025Q1: 49,182 shares 49,182 $6.87M 1.23% -1,470 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: 21,062 shares; 2023Q4: 21,062 shares; 2024Q1: 21,197 shares; 2024Q2: 19,972 shares; 2024Q3: 37,176 shares; 2024Q4: 40,528 shares; 2025Q1: 42,788 shares 42,788 $6.79M 1.22% +2,260 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 3,670 shares; 2024Q1: 25,625 shares; 2024Q2: 39,290 shares; 2024Q3: 83,210 shares; 2024Q4: 210,056 shares; 2025Q1: 221,380 shares 221,380 $6.57M 1.18% +11,324 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: 8,094 shares; 2023Q4: 8,452 shares; 2024Q1: 8,951 shares; 2024Q2: 10,220 shares; 2024Q3: 22,987 shares; 2024Q4: 22,148 shares; 2025Q1: 23,065 shares 23,065 $6.34M 1.14% +917 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 33,194 shares; 2023Q4: 30,445 shares; 2024Q1: 29,652 shares; 2024Q2: 29,377 shares; 2024Q3: 57,743 shares; 2024Q4: 59,237 shares; 2025Q1: 58,548 shares 58,548 $5.98M 1.07% -689 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 9,696 shares; 2023Q4: 9,652 shares; 2024Q1: 9,687 shares; 2024Q2: 9,621 shares; 2024Q3: 19,464 shares; 2024Q4: 19,526 shares; 2025Q1: 16,638 shares 16,638 $5.83M 1.05% -2,888 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 25,389 shares; 2023Q4: 24,969 shares; 2024Q1: 25,413 shares; 2024Q2: 25,427 shares; 2024Q3: 49,922 shares; 2024Q4: 46,991 shares; 2025Q1: 46,299 shares 46,299 $5.65M 1.01% -692 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: 14,005 shares; 2023Q4: 14,155 shares; 2024Q1: 14,505 shares; 2024Q2: 14,142 shares; 2024Q3: 30,755 shares; 2024Q4: 32,509 shares; 2025Q1: 35,757 shares 35,757 $5.53M 0.99% +3,248 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 5,330 shares; 2024Q3: 33,046 shares; 2024Q4: 58,702 shares; 2025Q1: 92,109 shares 92,109 $5.5M 0.99% +33,407 Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 7,759 shares; 2023Q4: 34,373 shares; 2024Q1: 39,185 shares; 2024Q2: 47,531 shares; 2024Q3: 118,984 shares; 2024Q4: 122,080 shares; 2025Q1: 232,735 shares 232,735 $5.4M 0.97% +110,655 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 42,472 shares; 2024Q3: 89,892 shares; 2024Q4: 93,177 shares; 2025Q1: 100,677 shares 100,677 $5.39M 0.97% +7,500 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: 43,364 shares; 2023Q4: 41,815 shares; 2024Q1: 39,879 shares; 2024Q2: 37,443 shares; 2024Q3: 72,704 shares; 2024Q4: 78,986 shares; 2025Q1: 80,451 shares 80,451 $4.83M 0.87% +1,465 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: 3,773 shares; 2023Q4: 4,009 shares; 2024Q1: 4,759 shares; 2024Q2: 4,912 shares; 2024Q3: 10,427 shares; 2024Q4: 10,237 shares; 2025Q1: 9,835 shares 9,835 $4.61M 0.83% -402 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 7,372 shares; 2023Q4: 7,192 shares; 2024Q1: 6,857 shares; 2024Q2: 6,656 shares; 2024Q3: 12,732 shares; 2024Q4: 14,900 shares; 2025Q1: 15,656 shares 15,656 $4.51M 0.81% +756 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: 15,251 shares; 2023Q4: 14,889 shares; 2024Q1: 13,988 shares; 2024Q2: 13,955 shares; 2024Q3: 27,301 shares; 2024Q4: 27,010 shares; 2025Q1: 26,198 shares 26,198 $4.48M 0.8% -812 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 38,742 shares; 2023Q4: 38,344 shares; 2024Q1: 38,108 shares; 2024Q2: 37,413 shares; 2024Q3: 76,593 shares; 2024Q4: 75,926 shares; 2025Q1: 76,504 shares 76,504 $3.91M 0.7% +578 Timeline INVESCO EXCH TRD SLF IDX FD INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 52,023 shares; 2023Q4: 83,013 shares; 2024Q1: 70,917 shares; 2024Q2: 75,468 shares; 2024Q3: 154,134 shares; 2024Q4: 153,144 shares; 2025Q1: 168,485 shares 168,485 $3.88M 0.7% +15,341 JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,890 shares; 2024Q3: 23,778 shares; 2024Q4: 42,565 shares; 2025Q1: 50,876 shares 50,876 $3.75M 0.67% +8,311 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: 31,035 shares; 2023Q4: 30,966 shares; 2024Q1: 31,966 shares; 2024Q2: 35,096 shares; 2024Q3: 70,192 shares; 2024Q4: 68,134 shares; 2025Q1: 65,211 shares 65,211 $3.57M 0.64% -2,923 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 12,084 shares; 2023Q4: 16,264 shares; 2024Q1: 18,489 shares; 2024Q2: 18,695 shares; 2024Q3: 38,636 shares; 2024Q4: 40,531 shares; 2025Q1: 47,835 shares 47,835 $3.49M 0.63% +7,304 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 14,810 shares; 2023Q4: 16,425 shares; 2024Q1: 22,555 shares; 2024Q2: 28,249 shares; 2024Q3: 77,296 shares; 2024Q4: 71,446 shares; 2025Q1: 62,510 shares 62,510 $3.24M 0.58% -8,936 Timeline TDIV 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: 20,075 shares; 2023Q4: 22,013 shares; 2024Q1: 25,096 shares; 2024Q2: 26,782 shares; 2024Q3: 50,401 shares; 2024Q4: 47,797 shares; 2025Q1: 43,267 shares 43,267 $3.18M 0.57% -4,530 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: 17,430 shares; 2023Q4: 17,583 shares; 2024Q1: 17,586 shares; 2024Q2: 17,454 shares; 2024Q3: 34,323 shares; 2024Q4: 34,276 shares; 2025Q1: 34,287 shares 34,287 $3.18M 0.57% +11 Timeline ISHARES TR 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: 94,454 shares; 2023Q4: 95,727 shares; 2024Q1: 76,534 shares; 2024Q2: 75,628 shares; 2024Q3: 150,315 shares; 2024Q4: 145,313 shares; 2025Q1: 134,994 shares 134,994 $3.14M 0.56% -10,319 KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 53,800 shares; 2023Q4: 51,700 shares; 2024Q1: 49,650 shares; 2024Q2: 48,800 shares; 2024Q3: 100,643 shares; 2024Q4: 100,295 shares; 2025Q1: 104,917 shares 104,917 $2.99M 0.54% +4,622 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: 1,251 shares; 2023Q4: 1,261 shares; 2024Q1: 1,492 shares; 2024Q2: 1,639 shares; 2024Q3: 4,273 shares; 2024Q4: 4,816 shares; 2025Q1: 4,958 shares 4,958 $2.86M 0.51% +142 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,030 shares; 2023Q4: 1,040 shares; 2024Q1: 829 shares; 2024Q2: 829 shares; 2024Q3: 2,691 shares; 2024Q4: 59,746 shares; 2025Q1: 101,882 shares 101,882 $2.85M 0.51% +42,136 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 88,010 shares; 2023Q4: 88,772 shares; 2024Q1: 87,350 shares; 2024Q2: 84,664 shares; 2024Q3: 165,749 shares; 2024Q4: 176,237 shares; 2025Q1: 177,861 shares 177,861 $2.84M 0.51% +1,624 Timeline BSJR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 2,105 shares; 2024Q1: 2,105 shares; 2024Q2: 4,925 shares; 2024Q3: 36,160 shares; 2024Q4: 45,708 shares; 2025Q1: 124,315 shares 124,315 $2.79M 0.5% +78,607 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: 29,462 shares; 2023Q4: 31,869 shares; 2024Q1: 30,081 shares; 2024Q2: 27,615 shares; 2024Q3: 56,579 shares; 2024Q4: 55,343 shares; 2025Q1: 66,597 shares 66,597 $2.78M 0.5% +11,254 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: 4,356 shares; 2023Q4: 4,311 shares; 2024Q1: 4,110 shares; 2024Q2: 3,938 shares; 2024Q3: 10,054 shares; 2024Q4: 11,460 shares; 2025Q1: 11,280 shares 11,280 $2.77M 0.5% -180 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 5,217 shares; 2023Q4: 4,762 shares; 2024Q1: 4,539 shares; 2024Q2: 4,489 shares; 2024Q3: 9,425 shares; 2024Q4: 9,164 shares; 2025Q1: 10,580 shares 10,580 $2.74M 0.49% +1,416 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 600 shares; 2024Q1: 18,833 shares; 2024Q2: 33,737 shares; 2024Q3: 73,044 shares; 2024Q4: 126,416 shares; 2025Q1: 108,312 shares 108,312 $2.7M 0.48% -18,104 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 13,420 shares; 2024Q2: 28,845 shares; 2024Q3: 63,624 shares; 2024Q4: 77,642 shares; 2025Q1: 85,996 shares 85,996 $2.57M 0.46% +8,354 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 11,669 shares; 2023Q4: 11,434 shares; 2024Q1: 10,923 shares; 2024Q2: 11,174 shares; 2024Q3: 22,425 shares; 2024Q4: 30,486 shares; 2025Q1: 32,205 shares 32,205 $2.54M 0.46% +1,719 Timeline UPST UPSTART HLDGS INC More: the full row for UPSTART HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 28,727 shares; 2023Q4: 27,927 shares; 2024Q1: 27,667 shares; 2024Q2: 28,617 shares; 2024Q3: 55,534 shares; 2024Q4: 54,834 shares; 2025Q1: 54,834 shares 54,834 $2.52M 0.45% 0 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 11,945 shares; 2023Q4: 11,888 shares; 2024Q1: 11,866 shares; 2024Q2: 11,870 shares; 2024Q3: 23,972 shares; 2024Q4: 23,976 shares; 2025Q1: 23,988 shares 23,988 $2.24M 0.4% +12 Timeline DGRS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 944 shares; 2024Q2: 2,359 shares; 2024Q3: 5,421 shares; 2024Q4: 18,718 shares; 2025Q1: 46,533 shares 46,533 $2.16M 0.39% +27,815 Timeline TMSL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 28,830 shares; 2024Q4: 31,932 shares; 2025Q1: 70,276 shares 70,276 $2.14M 0.38% +38,344 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,619 shares; 2023Q4: 2,619 shares; 2024Q1: 2,619 shares; 2024Q2: 2,619 shares; 2024Q3: 5,241 shares; 2024Q4: 5,241 shares; 2025Q1: 5,241 shares 5,241 $2.09M 0.38% 0 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 3,720 shares; 2023Q4: 5,878 shares; 2024Q1: 6,344 shares; 2024Q2: 9,972 shares; 2024Q3: 26,645 shares; 2024Q4: 28,204 shares; 2025Q1: 30,474 shares 30,474 $2.07M 0.37% +2,270 Timeline FDLO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 17,087 shares; 2023Q4: 17,225 shares; 2024Q1: 17,475 shares; 2024Q2: 17,125 shares; 2024Q3: 34,165 shares; 2024Q4: 34,108 shares; 2025Q1: 34,159 shares 34,159 $2.07M 0.37% +51 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 5,531 shares; 2023Q4: 5,608 shares; 2024Q1: 5,355 shares; 2024Q2: 5,423 shares; 2024Q3: 11,862 shares; 2024Q4: 12,292 shares; 2025Q1: 13,626 shares 13,626 $1.99M 0.36% +1,334 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: 4,057 shares; 2023Q4: 2,512 shares; 2024Q1: 2,078 shares; 2024Q2: 1,892 shares; 2024Q3: 3,784 shares; 2024Q4: 3,897 shares; 2025Q1: 3,857 shares 3,857 $1.98M 0.36% -40 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: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,780 shares; 2024Q4: 11,328 shares; 2025Q1: 29,982 shares 29,982 $1.91M 0.34% +18,654 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: 2,179 shares; 2023Q4: 2,237 shares; 2024Q1: 12,263 shares; 2024Q2: 14,178 shares; 2024Q3: 31,137 shares; 2024Q4: 31,601 shares; 2025Q1: 32,172 shares 32,172 $1.88M 0.34% +571 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 22,179 shares; 2023Q4: 22,164 shares; 2024Q1: 20,515 shares; 2024Q2: 20,181 shares; 2024Q3: 40,457 shares; 2024Q4: 41,158 shares; 2025Q1: 40,786 shares 40,786 $1.87M 0.34% -372 Timeline CNXC CONCENTRIX CORP More: the full row for CONCENTRIX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 33,586 shares 33,586 $1.87M 0.34% new Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 28,210 shares; 2024Q4: 39,354 shares; 2025Q1: 52,598 shares 52,598 $1.8M 0.32% +13,244 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 21,263 shares; 2023Q4: 20,635 shares; 2024Q1: 17,674 shares; 2024Q2: 16,994 shares; 2024Q3: 32,532 shares; 2024Q4: 35,660 shares; 2025Q1: 35,314 shares 35,314 $1.76M 0.32% -346 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 16,762 shares; 2023Q4: 15,941 shares; 2024Q1: 17,043 shares; 2024Q2: 16,804 shares; 2024Q3: 31,156 shares; 2024Q4: 44,469 shares; 2025Q1: 66,453 shares 66,453 $1.68M 0.3% +21,984 Timeline KNG 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: 1,354 shares; 2023Q4: 26,047 shares; 2024Q1: 33,716 shares; 2024Q2: 32,506 shares; 2024Q3: 41,046 shares; 2024Q4: 40,493 shares; 2025Q1: 32,839 shares 32,839 $1.66M 0.3% -7,654 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: 272 shares; 2023Q4: 255 shares; 2024Q1: 351 shares; 2024Q2: 314 shares; 2024Q3: 1,125 shares; 2024Q4: 1,564 shares; 2025Q1: 1,982 shares 1,982 $1.64M 0.29% +418 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 15,075 shares; 2023Q4: 15,125 shares; 2024Q1: 13,850 shares; 2024Q2: 13,100 shares; 2024Q3: 26,865 shares; 2024Q4: 20,665 shares; 2025Q1: 18,423 shares 18,423 $1.59M 0.28% -2,242 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 31,281 shares; 2023Q4: 36,229 shares; 2024Q1: 31,258 shares; 2024Q2: 34,216 shares; 2024Q3: 74,670 shares; 2024Q4: 76,924 shares; 2025Q1: 75,145 shares 75,145 $1.55M 0.28% -1,779 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: 6,378 shares; 2023Q4: 6,320 shares; 2024Q1: 6,194 shares; 2024Q2: 6,154 shares; 2024Q3: 12,370 shares; 2024Q4: 12,542 shares; 2025Q1: 12,041 shares 12,041 $1.55M 0.28% -501 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,697 shares; 2023Q4: 2,713 shares; 2024Q1: 2,658 shares; 2024Q2: 2,494 shares; 2024Q3: 5,201 shares; 2024Q4: 5,408 shares; 2025Q1: 4,962 shares 4,962 $1.55M 0.28% -446 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: 1,637 shares; 2023Q4: 1,627 shares; 2024Q1: 1,673 shares; 2024Q2: 1,673 shares; 2024Q3: 4,147 shares; 2024Q4: 4,148 shares; 2025Q1: 4,148 shares 4,148 $1.54M 0.28% 0 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,743 shares; 2023Q4: 2,743 shares; 2024Q1: 2,622 shares; 2024Q2: 2,622 shares; 2024Q3: 5,245 shares; 2024Q4: 5,226 shares; 2025Q1: 5,304 shares 5,304 $1.5M 0.27% +78 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 4,306 shares; 2023Q4: 4,187 shares; 2024Q1: 3,977 shares; 2024Q2: 3,928 shares; 2024Q3: 7,830 shares; 2024Q4: 7,853 shares; 2025Q1: 7,363 shares 7,363 $1.49M 0.27% -490 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 15,932 shares; 2023Q4: 14,887 shares; 2024Q1: 14,867 shares; 2024Q2: 14,575 shares; 2024Q3: 29,150 shares; 2024Q4: 29,150 shares; 2025Q1: 29,000 shares 29,000 $1.45M 0.26% -150 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: 2,554 shares; 2023Q4: 2,557 shares; 2024Q1: 2,570 shares; 2024Q2: 2,613 shares; 2024Q3: 5,228 shares; 2024Q4: 5,238 shares; 2025Q1: 5,303 shares 5,303 $1.44M 0.26% +65 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,040 shares; 2023Q4: 2,040 shares; 2024Q1: 2,040 shares; 2024Q2: 1,794 shares; 2024Q3: 3,610 shares; 2024Q4: 2,704 shares; 2025Q1: 2,613 shares 2,613 $1.43M 0.26% -91 Timeline GSLC 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: 4,053 shares; 2023Q4: 4,130 shares; 2024Q1: 6,751 shares; 2024Q2: 6,611 shares; 2024Q3: 13,232 shares; 2024Q4: 13,245 shares; 2025Q1: 12,814 shares 12,814 $1.41M 0.25% -431 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: 55,478 shares; 2023Q4: 50,965 shares; 2024Q1: 51,083 shares; 2024Q2: 22,626 shares; 2024Q3: 45,349 shares; 2024Q4: 50,320 shares; 2025Q1: 48,603 shares 48,603 $1.37M 0.25% -1,717 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 5,970 shares; 2023Q4: 6,027 shares; 2024Q1: 5,970 shares; 2024Q2: 6,970 shares; 2024Q3: 13,720 shares; 2024Q4: 15,100 shares; 2025Q1: 15,650 shares 15,650 $1.36M 0.24% +550 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 7,447 shares; 2023Q4: 7,599 shares; 2024Q1: 8,515 shares; 2024Q2: 8,476 shares; 2024Q3: 17,028 shares; 2024Q4: 17,139 shares; 2025Q1: 16,733 shares 16,733 $1.34M 0.24% -406 Timeline POET POET TECHNOLOGIES INC More: the full row for POET TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 81,000 shares; 2024Q3: 271,000 shares; 2024Q4: 281,800 shares; 2025Q1: 349,800 shares 349,800 $1.32M 0.24% +68,000 Timeline FLO FLOWERS FOODS INC More: the full row for FLOWERS FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 9,050 shares; 2023Q4: 11,750 shares; 2024Q1: 11,150 shares; 2024Q2: 14,300 shares; 2024Q3: 31,700 shares; 2024Q4: 37,300 shares; 2025Q1: 68,700 shares 68,700 $1.31M 0.23% +31,400 Timeline SDVY 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: 13,293 shares; 2023Q4: 13,907 shares; 2024Q1: 15,358 shares; 2024Q2: 15,694 shares; 2024Q3: 31,817 shares; 2024Q4: 36,274 shares; 2025Q1: 38,195 shares 38,195 $1.28M 0.23% +1,921 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 5,059 shares; 2023Q4: 5,881 shares; 2024Q1: 5,526 shares; 2024Q2: 6,837 shares; 2024Q3: 13,652 shares; 2024Q4: 13,152 shares; 2025Q1: 12,762 shares 12,762 $1.26M 0.23% -390 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 7,286 shares; 2023Q4: 7,266 shares; 2024Q1: 8,510 shares; 2024Q2: 9,685 shares; 2024Q3: 22,170 shares; 2024Q4: 27,640 shares; 2025Q1: 24,220 shares 24,220 $1.2M 0.22% -3,420 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: 3,597 shares; 2023Q4: 3,673 shares; 2024Q1: 3,979 shares; 2024Q2: 4,856 shares; 2024Q3: 10,447 shares; 2024Q4: 10,560 shares; 2025Q1: 11,457 shares 11,457 $1.2M 0.21% +897 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: 2,814 shares; 2023Q4: 2,934 shares; 2024Q1: 5,709 shares; 2024Q2: 5,351 shares; 2024Q3: 12,885 shares; 2024Q4: 12,446 shares; 2025Q1: 11,567 shares 11,567 $1.19M 0.21% -879 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: 806 shares; 2023Q4: 807 shares; 2024Q1: 901 shares; 2024Q2: 924 shares; 2024Q3: 5,229 shares; 2024Q4: 5,610 shares; 2025Q1: 6,781 shares 6,781 $1.17M 0.21% +1,171 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 9,024 shares; 2023Q4: 8,782 shares; 2024Q1: 8,799 shares; 2024Q2: 8,627 shares; 2024Q3: 15,623 shares; 2024Q4: 15,651 shares; 2025Q1: 15,573 shares 15,573 $1.16M 0.21% -78 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,290 shares; 2023Q4: 1,292 shares; 2024Q1: 7,911 shares; 2024Q2: 7,911 shares; 2024Q3: 15,826 shares; 2024Q4: 17,519 shares; 2025Q1: 12,756 shares 12,756 $1.16M 0.21% -4,763 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 10,771 shares; 2023Q4: 10,962 shares; 2024Q1: 10,338 shares; 2024Q2: 10,534 shares; 2024Q3: 21,442 shares; 2024Q4: 21,801 shares; 2025Q1: 22,148 shares 22,148 $1.15M 0.21% +347 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 691 shares; 2023Q4: 703 shares; 2024Q1: 672 shares; 2024Q2: 661 shares; 2024Q3: 1,199 shares; 2024Q4: 1,258 shares; 2025Q1: 1,215 shares 1,215 $1.15M 0.21% -43 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 5,847 shares; 2023Q4: 5,887 shares; 2024Q1: 5,905 shares; 2024Q2: 6,855 shares; 2024Q3: 13,789 shares; 2024Q4: 14,133 shares; 2025Q1: 13,827 shares 13,827 $1.12M 0.2% -306 Timeline WINN HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 6,950 shares; 2023Q4: 8,040 shares; 2024Q1: 14,040 shares; 2024Q2: 16,750 shares; 2024Q3: 38,910 shares; 2024Q4: 41,110 shares; 2025Q1: 45,110 shares 45,110 $1.11M 0.2% +4,000 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: 2,740 shares; 2023Q4: 2,787 shares; 2024Q1: 2,862 shares; 2024Q2: 2,862 shares; 2024Q3: 5,724 shares; 2024Q4: 5,934 shares; 2025Q1: 3,658 shares 3,658 $1.1M 0.2% -2,276 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: 1,381 shares; 2023Q4: 1,381 shares; 2024Q1: 1,431 shares; 2024Q2: 1,406 shares; 2024Q3: 3,120 shares; 2024Q4: 3,122 shares; 2025Q1: 3,124 shares 3,124 $1.1M 0.2% +2 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: 7,258 shares; 2023Q4: 7,258 shares; 2024Q1: 7,358 shares; 2024Q2: 7,358 shares; 2024Q3: 14,717 shares; 2024Q4: 15,568 shares; 2025Q1: 18,223 shares 18,223 $1.09M 0.2% +2,655 Timeline VDE 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: 2,892 shares; 2023Q4: 2,951 shares; 2024Q1: 2,969 shares; 2024Q2: 3,161 shares; 2024Q3: 6,816 shares; 2024Q4: 7,255 shares; 2025Q1: 8,347 shares 8,347 $1.08M 0.19% +1,092 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: 3,235 shares; 2023Q4: 3,324 shares; 2024Q1: 3,269 shares; 2024Q2: 3,088 shares; 2024Q3: 6,308 shares; 2024Q4: 6,500 shares; 2025Q1: 6,527 shares 6,527 $1.08M 0.19% +27 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 14,815 shares; 2024Q1: 14,415 shares; 2024Q2: 20,925 shares; 2024Q3: 49,050 shares; 2024Q4: 49,050 shares; 2025Q1: 44,900 shares 44,900 $1.08M 0.19% -4,150 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 45,539 shares; 2024Q4: 46,576 shares; 2025Q1: 47,561 shares 47,561 $1.07M 0.19% +985 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 22,072 shares; 2023Q4: 21,473 shares; 2024Q1: 17,733 shares; 2024Q2: 15,834 shares; 2024Q3: 30,570 shares; 2024Q4: 29,872 shares; 2025Q1: 26,895 shares 26,895 $1.04M 0.19% -2,977 Timeline LMBS 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: 6,544 shares; 2023Q4: 6,147 shares; 2024Q1: 6,520 shares; 2024Q2: 7,648 shares; 2024Q3: 16,169 shares; 2024Q4: 21,251 shares; 2025Q1: 21,151 shares 21,151 $1.04M 0.19% -100 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,413 shares; 2023Q4: 1,409 shares; 2024Q1: 1,321 shares; 2024Q2: 1,283 shares; 2024Q3: 2,686 shares; 2024Q4: 2,824 shares; 2025Q1: 2,807 shares 2,807 $1.03M 0.18% -17 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,216 shares; 2023Q4: 2,017 shares; 2024Q1: 2,077 shares; 2024Q2: 1,927 shares; 2024Q3: 4,469 shares; 2024Q4: 4,566 shares; 2025Q1: 4,845 shares 4,845 $1.02M 0.18% +279 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 8,727 shares; 2023Q4: 8,727 shares; 2024Q1: 8,727 shares; 2024Q2: 8,727 shares; 2024Q3: 17,454 shares; 2024Q4: 17,454 shares; 2025Q1: 17,454 shares 17,454 $999K 0.18% 0 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,455 shares; 2023Q4: 1,860 shares; 2024Q1: 3,495 shares; 2024Q2: 3,825 shares; 2024Q3: 9,650 shares; 2024Q4: 8,918 shares; 2025Q1: 5,098 shares 5,098 $984K 0.18% -3,820 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 4,416 shares; 2023Q4: 4,456 shares; 2024Q1: 5,348 shares; 2024Q2: 5,334 shares; 2024Q3: 8,975 shares; 2024Q4: 8,542 shares; 2025Q1: 8,099 shares 8,099 $979K 0.18% -443 Timeline FVD 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: 24,406 shares; 2023Q4: 20,481 shares; 2024Q1: 16,684 shares; 2024Q2: 13,485 shares; 2024Q3: 24,028 shares; 2024Q4: 23,759 shares; 2025Q1: 21,872 shares 21,872 $975K 0.17% -1,887 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: 1,924 shares; 2023Q4: 1,934 shares; 2024Q1: 1,874 shares; 2024Q2: 1,774 shares; 2024Q3: 4,171 shares; 2024Q4: 5,380 shares; 2025Q1: 5,814 shares 5,814 $973K 0.17% +434 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 30,540 shares; 2025Q1: 27,400 shares 27,400 $938K 0.17% -3,140 Timeline FTCS 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: 6,028 shares; 2023Q4: 5,736 shares; 2024Q1: 5,836 shares; 2024Q2: 5,846 shares; 2024Q3: 11,789 shares; 2024Q4: 11,923 shares; 2025Q1: 10,296 shares 10,296 $923K 0.17% -1,627 Timeline FTSM 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: 1,804 shares; 2023Q4: 14,156 shares; 2024Q1: 8,996 shares; 2024Q2: 7,306 shares; 2024Q3: 12,013 shares; 2024Q4: 10,613 shares; 2025Q1: 15,313 shares 15,313 $916K 0.16% +4,700 Timeline VDC 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: 2,146 shares; 2023Q4: 2,167 shares; 2024Q1: 2,048 shares; 2024Q2: 2,048 shares; 2024Q3: 4,117 shares; 2024Q4: 4,148 shares; 2025Q1: 4,163 shares 4,163 $911K 0.16% +15 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 4,484 shares; 2023Q4: 4,899 shares; 2024Q1: 10,631 shares; 2024Q2: 11,730 shares; 2024Q3: 22,817 shares; 2024Q4: 22,617 shares; 2025Q1: 22,417 shares 22,417 $906K 0.16% -200 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 700 shares; 2024Q1: 700 shares; 2024Q2: 1,690 shares; 2024Q3: 21,890 shares; 2024Q4: 21,905 shares; 2025Q1: 46,020 shares 46,020 $902K 0.16% +24,115 Timeline EES 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: 11,053 shares; 2023Q4: 9,867 shares; 2024Q1: 9,543 shares; 2024Q2: 8,899 shares; 2024Q3: 17,127 shares; 2024Q4: 17,377 shares; 2025Q1: 18,176 shares 18,176 $888K 0.16% +799 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 3,650 shares; 2023Q4: 5,500 shares; 2024Q1: 6,500 shares; 2024Q2: 6,700 shares; 2024Q3: 14,400 shares; 2024Q4: 18,900 shares; 2025Q1: 23,100 shares 23,100 $880K 0.16% +4,200 Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 7,310 shares; 2024Q4: 7,950 shares; 2025Q1: 29,966 shares 29,966 $879K 0.16% +22,016 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: 3,025 shares; 2023Q4: 3,223 shares; 2024Q1: 2,881 shares; 2024Q2: 2,851 shares; 2024Q3: 5,789 shares; 2024Q4: 5,395 shares; 2025Q1: 5,807 shares 5,807 $871K 0.16% +412 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: 8,498 shares; 2023Q4: 8,498 shares; 2024Q1: 8,498 shares; 2024Q2: 8,098 shares; 2024Q3: 16,196 shares; 2024Q4: 16,196 shares; 2025Q1: 16,217 shares 16,217 $865K 0.16% +21 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: 620 shares; 2023Q4: 620 shares; 2024Q1: 620 shares; 2024Q2: 620 shares; 2024Q3: 1,284 shares; 2024Q4: 1,284 shares; 2025Q1: 1,729 shares 1,729 $856K 0.15% +445 Timeline JHML JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 6,663 shares; 2023Q4: 6,666 shares; 2024Q1: 6,485 shares; 2024Q2: 6,486 shares; 2024Q3: 12,972 shares; 2024Q4: 12,999 shares; 2025Q1: 12,699 shares 12,699 $856K 0.15% -300 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,710 shares; 2023Q4: 2,840 shares; 2024Q1: 3,040 shares; 2024Q2: 2,925 shares; 2024Q3: 6,414 shares; 2024Q4: 6,174 shares; 2025Q1: 5,144 shares 5,144 $854K 0.15% -1,030 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 3,886 shares; 2023Q4: 3,886 shares; 2024Q1: 3,611 shares; 2024Q2: 3,611 shares; 2024Q3: 7,423 shares; 2024Q4: 6,701 shares; 2025Q1: 6,475 shares 6,475 $851K 0.15% -226 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 409 shares; 2023Q4: 484 shares; 2024Q1: 484 shares; 2024Q2: 549 shares; 2024Q3: 3,109 shares; 2024Q4: 3,090 shares; 2025Q1: 4,173 shares 4,173 $832K 0.15% +1,083 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 14,865 shares; 2023Q4: 14,807 shares; 2024Q1: 13,582 shares; 2024Q2: 13,112 shares; 2024Q3: 26,224 shares; 2024Q4: 26,800 shares; 2025Q1: 26,800 shares 26,800 $831K 0.15% 0 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 130 shares; 2023Q4: 100 shares; 2024Q1: 547 shares; 2024Q2: 647 shares; 2024Q3: not reported; 2024Q4: 5,804 shares; 2025Q1: 5,654 shares 5,654 $826K 0.15% -150 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: 6,501 shares; 2023Q4: 6,078 shares; 2024Q1: 5,208 shares; 2024Q2: 8,235 shares; 2024Q3: 16,462 shares; 2024Q4: 16,580 shares; 2025Q1: 18,858 shares 18,858 $824K 0.15% +2,278 Timeline BSJS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 475 shares; 2024Q3: not reported; 2024Q4: 13,999 shares; 2025Q1: 37,344 shares 37,344 $808K 0.14% +23,345 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 600 shares; 2024Q3: 14,780 shares; 2024Q4: 19,265 shares; 2025Q1: 21,649 shares 21,649 $772K 0.14% +2,384 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,952 shares; 2023Q4: 2,919 shares; 2024Q1: 2,890 shares; 2024Q2: 2,857 shares; 2024Q3: 5,746 shares; 2024Q4: 5,872 shares; 2025Q1: 5,870 shares 5,870 $769K 0.14% -2 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: 9,296 shares; 2023Q4: 7,363 shares; 2024Q1: 8,536 shares; 2024Q2: 8,039 shares; 2024Q3: 16,202 shares; 2024Q4: 16,267 shares; 2025Q1: 16,826 shares 16,826 $763K 0.14% +559 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: 2,014 shares; 2023Q4: 2,056 shares; 2024Q1: 1,881 shares; 2024Q2: 1,832 shares; 2024Q3: 4,633 shares; 2024Q4: 4,702 shares; 2025Q1: 4,450 shares 4,450 $758K 0.14% -252 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 6,970 shares; 2023Q4: 6,642 shares; 2024Q1: 7,478 shares; 2024Q2: 6,328 shares; 2024Q3: 12,173 shares; 2024Q4: 12,072 shares; 2025Q1: 9,982 shares 9,982 $756K 0.14% -2,090 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: 452 shares; 2023Q4: 774 shares; 2024Q1: 1,096 shares; 2024Q2: 1,096 shares; 2024Q3: 2,428 shares; 2024Q4: 3,012 shares; 2025Q1: 3,036 shares 3,036 $755K 0.14% +24 Timeline GPIX 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: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 15,788 shares; 2025Q1: 15,994 shares 15,994 $745K 0.13% +206 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: 1,148 shares; 2023Q4: 1,176 shares; 2024Q1: 3,446 shares; 2024Q2: 1,510 shares; 2024Q3: 5,613 shares; 2024Q4: 5,749 shares; 2025Q1: 8,432 shares 8,432 $740K 0.13% +2,683 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: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,310 shares; 2024Q3: 4,821 shares; 2024Q4: 10,799 shares; 2025Q1: 10,806 shares 10,806 $737K 0.13% +7 Timeline CMC COMMERCIAL METALS CO More: the full row for COMMERCIAL METALS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 8,000 shares; 2023Q4: 8,000 shares; 2024Q1: 8,000 shares; 2024Q2: 8,000 shares; 2024Q3: 16,019 shares; 2024Q4: 16,019 shares; 2025Q1: 16,019 shares 16,019 $737K 0.13% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,068 shares; 2023Q4: 2,068 shares; 2024Q1: 2,068 shares; 2024Q2: 2,068 shares; 2024Q3: 4,137 shares; 2024Q4: 3,867 shares; 2025Q1: 3,867 shares 3,867 $737K 0.13% 0 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: 5,075 shares; 2023Q4: 4,676 shares; 2024Q1: 5,376 shares; 2024Q2: 5,426 shares; 2024Q3: 11,208 shares; 2024Q4: 8,526 shares; 2025Q1: 8,412 shares 8,412 $731K 0.13% -114 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 2,465 shares; 2024Q1: 4,434 shares; 2024Q2: 4,434 shares; 2024Q3: 12,724 shares; 2024Q4: 12,724 shares; 2025Q1: 12,724 shares 12,724 $727K 0.13% 0 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: 978 shares; 2023Q4: 980 shares; 2024Q1: 931 shares; 2024Q2: 922 shares; 2024Q3: 2,206 shares; 2024Q4: 2,264 shares; 2025Q1: 2,180 shares 2,180 $719K 0.13% -84 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 4,835 shares; 2023Q4: 6,115 shares; 2024Q1: 6,177 shares; 2024Q2: 5,503 shares; 2024Q3: 11,196 shares; 2024Q4: 14,291 shares; 2025Q1: 14,780 shares 14,780 $714K 0.13% +489 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 3,060 shares; 2023Q4: 3,860 shares; 2024Q1: 3,910 shares; 2024Q2: 3,960 shares; 2024Q3: 7,920 shares; 2024Q4: 7,970 shares; 2025Q1: 7,410 shares 7,410 $707K 0.13% -560 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: 1,734 shares; 2023Q4: 2,549 shares; 2024Q1: 2,358 shares; 2024Q2: 2,521 shares; 2024Q3: 5,747 shares; 2024Q4: 5,749 shares; 2025Q1: 5,518 shares 5,518 $706K 0.13% -231 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 3,404 shares; 2023Q4: 3,336 shares; 2024Q1: 2,854 shares; 2024Q2: 2,854 shares; 2024Q3: 5,729 shares; 2024Q4: 5,780 shares; 2025Q1: 5,801 shares 5,801 $693K 0.12% +21 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 16,900 shares; 2023Q4: 17,075 shares; 2024Q1: 15,725 shares; 2024Q2: 15,750 shares; 2024Q3: 35,513 shares; 2024Q4: 35,727 shares; 2025Q1: 33,913 shares 33,913 $689K 0.12% -1,814 Timeline MLRG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 3,284 shares; 2023Q4: 3,284 shares; 2024Q1: 4,084 shares; 2024Q2: 4,084 shares; 2024Q3: 8,178 shares; 2024Q4: 8,384 shares; 2025Q1: 8,887 shares 8,887 $687K 0.12% +503 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,105 shares; 2024Q3: not reported; 2024Q4: 11,000 shares; 2025Q1: 37,000 shares 37,000 $686K 0.12% +26,000 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 7,168 shares; 2023Q4: 8,688 shares; 2024Q1: 10,751 shares; 2024Q2: 6,465 shares; 2024Q3: 12,328 shares; 2024Q4: 12,598 shares; 2025Q1: 11,924 shares 11,924 $683K 0.12% -674 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 3,671 shares; 2023Q4: 5,741 shares; 2024Q1: 5,851 shares; 2024Q2: 6,955 shares; 2024Q3: 26,657 shares; 2024Q4: 34,316 shares; 2025Q1: 36,737 shares 36,737 $683K 0.12% +2,421 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: 486 shares; 2023Q4: 532 shares; 2024Q1: 486 shares; 2024Q2: 486 shares; 2024Q3: 994 shares; 2024Q4: 2,218 shares; 2025Q1: 2,220 shares 2,220 $678K 0.12% +2 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: 1,128 shares; 2023Q4: 1,233 shares; 2024Q1: 1,467 shares; 2024Q2: 1,868 shares; 2024Q3: 5,463 shares; 2024Q4: 6,708 shares; 2025Q1: 6,441 shares 6,441 $676K 0.12% -267 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,416 shares; 2023Q4: 1,372 shares; 2024Q1: 1,505 shares; 2024Q2: 950 shares; 2024Q3: 2,439 shares; 2024Q4: 2,535 shares; 2025Q1: 2,541 shares 2,541 $673K 0.12% +6 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,146 shares; 2023Q4: 1,094 shares; 2024Q1: 4,147 shares; 2024Q2: 4,481 shares; 2024Q3: 10,985 shares; 2024Q4: 11,006 shares; 2025Q1: 11,023 shares 11,023 $671K 0.12% +17 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: 256 shares; 2023Q4: 251 shares; 2024Q1: 263 shares; 2024Q2: 261 shares; 2024Q3: 809 shares; 2024Q4: 696 shares; 2025Q1: 709 shares 709 $661K 0.12% +13 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: 481 shares; 2023Q4: 481 shares; 2024Q1: 484 shares; 2024Q2: 562 shares; 2024Q3: 1,157 shares; 2024Q4: 1,305 shares; 2025Q1: 1,202 shares 1,202 $657K 0.12% -103 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: 532 shares; 2023Q4: 642 shares; 2024Q1: 563 shares; 2024Q2: 503 shares; 2024Q3: 1,279 shares; 2024Q4: 1,365 shares; 2025Q1: 1,246 shares 1,246 $652K 0.12% -119 Timeline RDVI 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: 1,860 shares; 2023Q4: 3,435 shares; 2024Q1: 4,442 shares; 2024Q2: 6,082 shares; 2024Q3: 19,696 shares; 2024Q4: 25,426 shares; 2025Q1: 27,211 shares 27,211 $645K 0.12% +1,785 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: 258 shares; 2023Q4: 258 shares; 2024Q1: 238 shares; 2024Q2: 238 shares; 2024Q3: 846 shares; 2024Q4: 1,741 shares; 2025Q1: 3,740 shares 3,740 $638K 0.11% +1,999 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: 3,363 shares; 2023Q4: 3,188 shares; 2024Q1: 3,363 shares; 2024Q2: 2,631 shares; 2024Q3: 5,743 shares; 2024Q4: 5,930 shares; 2025Q1: 4,694 shares 4,694 $622K 0.11% -1,236 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,789 shares; 2023Q4: 1,828 shares; 2024Q1: 1,828 shares; 2024Q2: 1,828 shares; 2024Q3: 3,656 shares; 2024Q4: 3,536 shares; 2025Q1: 3,526 shares 3,526 $618K 0.11% -10 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: 2,900 shares; 2023Q4: 2,900 shares; 2024Q1: 2,850 shares; 2024Q2: 2,836 shares; 2024Q3: 6,103 shares; 2024Q4: 6,103 shares; 2025Q1: 5,494 shares 5,494 $616K 0.11% -609 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: 2,030 shares; 2023Q4: 2,030 shares; 2024Q1: 2,010 shares; 2024Q2: 1,960 shares; 2024Q3: 4,353 shares; 2024Q4: 4,475 shares; 2025Q1: 4,399 shares 4,399 $615K 0.11% -76 Timeline FXL 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: 2,411 shares; 2023Q4: 2,411 shares; 2024Q1: 2,411 shares; 2024Q2: 2,411 shares; 2024Q3: 4,780 shares; 2024Q4: 4,780 shares; 2025Q1: 4,570 shares 4,570 $604K 0.11% -210 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 3,200 shares; 2023Q4: 9,500 shares; 2024Q1: 11,100 shares; 2024Q2: 7,802 shares; 2024Q3: 11,218 shares; 2024Q4: 13,338 shares; 2025Q1: 11,836 shares 11,836 $602K 0.11% -1,502 Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 13,698 shares; 2023Q4: 17,824 shares; 2024Q1: 17,824 shares; 2024Q2: 17,824 shares; 2024Q3: 35,886 shares; 2024Q4: 35,136 shares; 2025Q1: 35,136 shares 35,136 $589K 0.11% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 794 shares; 2023Q4: 756 shares; 2024Q1: 756 shares; 2024Q2: 636 shares; 2024Q3: 1,209 shares; 2024Q4: 1,209 shares; 2025Q1: 1,230 shares 1,230 $577K 0.1% +21 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,794 shares; 2023Q4: 2,811 shares; 2024Q1: 2,815 shares; 2024Q2: 2,520 shares; 2024Q3: 5,049 shares; 2024Q4: 5,061 shares; 2025Q1: 5,070 shares 5,070 $572K 0.1% +9 Timeline BDJ BLACKROCK ENHANCED EQUITY DI More: the full row for BLACKROCK ENHANCED EQUITY DI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 32,467 shares; 2023Q4: 33,391 shares; 2024Q1: 32,084 shares; 2024Q2: 32,739 shares; 2024Q3: 63,474 shares; 2024Q4: 64,730 shares; 2025Q1: 66,084 shares 66,084 $568K 0.1% +1,354 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: 1,412 shares; 2023Q4: 1,412 shares; 2024Q1: 1,412 shares; 2024Q2: 1,382 shares; 2024Q3: 2,324 shares; 2024Q4: 2,356 shares; 2025Q1: 2,396 shares 2,396 $568K 0.1% +40 Timeline Vital Energy Inc Vital Energy Inc More: the full row for Vital Energy Inc Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 6,240 shares; 2023Q4: 6,800 shares; 2024Q1: 7,745 shares; 2024Q2: 11,145 shares; 2024Q3: 25,390 shares; 2024Q4: 33,440 shares; 2025Q1: 26,740 shares 26,740 $567K 0.1% -6,700 CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 10,240 shares; 2024Q4: 13,020 shares; 2025Q1: 18,220 shares 18,220 $564K 0.1% +5,200 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 11,300 shares; 2025Q1: 7,580 shares 7,580 $551K 0.1% -3,720 Timeline IWF 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: 685 shares; 2023Q4: 760 shares; 2024Q1: 760 shares; 2024Q2: 760 shares; 2024Q3: 1,520 shares; 2024Q4: 1,520 shares; 2025Q1: 1,520 shares 1,520 $549K 0.1% 0 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: 3,711 shares; 2023Q4: 3,572 shares; 2024Q1: 3,425 shares; 2024Q2: 3,425 shares; 2024Q3: 6,770 shares; 2024Q4: 6,698 shares; 2025Q1: 6,698 shares 6,698 $546K 0.1% 0 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 5,947 shares; 2023Q4: 4,917 shares; 2024Q1: 4,054 shares; 2024Q2: 3,496 shares; 2024Q3: 7,005 shares; 2024Q4: 7,006 shares; 2025Q1: 7,007 shares 7,007 $538K 0.1% +1 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: 655 shares; 2023Q4: 655 shares; 2024Q1: 673 shares; 2024Q2: 673 shares; 2024Q3: 1,522 shares; 2024Q4: 1,467 shares; 2025Q1: 1,935 shares 1,935 $519K 0.09% +468 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 871 shares; 2024Q3: 1,697 shares; 2024Q4: 1,697 shares; 2025Q1: 1,681 shares 1,681 $513K 0.09% -16 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: 1,616 shares; 2023Q4: 1,616 shares; 2024Q1: 1,616 shares; 2024Q2: 1,707 shares; 2024Q3: 4,164 shares; 2024Q4: 4,649 shares; 2025Q1: 4,201 shares 4,201 $512K 0.09% -448 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 3,817 shares; 2023Q4: 3,733 shares; 2024Q1: 3,523 shares; 2024Q2: 3,523 shares; 2024Q3: 6,967 shares; 2024Q4: 6,565 shares; 2025Q1: 6,315 shares 6,315 $511K 0.09% -250 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: 1,482 shares; 2023Q4: 1,482 shares; 2024Q1: 1,482 shares; 2024Q2: 1,582 shares; 2024Q3: 3,296 shares; 2024Q4: 3,296 shares; 2025Q1: 3,296 shares 3,296 $506K 0.09% 0 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 717 shares; 2023Q4: 719 shares; 2024Q1: 721 shares; 2024Q2: 722 shares; 2024Q3: 1,934 shares; 2024Q4: 1,934 shares; 2025Q1: 1,935 shares 1,935 $500K 0.09% +1 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,168 shares; 2023Q4: 1,248 shares; 2024Q1: 1,248 shares; 2024Q2: 1,249 shares; 2024Q3: 2,417 shares; 2024Q4: 2,346 shares; 2025Q1: 2,344 shares 2,344 $484K 0.09% -2 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,248 shares; 2023Q4: 1,248 shares; 2024Q1: 1,234 shares; 2024Q2: 1,179 shares; 2024Q3: 2,358 shares; 2024Q4: 2,361 shares; 2025Q1: 1,944 shares 1,944 $482K 0.09% -417 Timeline VBR 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: 1,482 shares; 2023Q4: 1,489 shares; 2024Q1: 1,394 shares; 2024Q2: 1,381 shares; 2024Q3: 2,784 shares; 2024Q4: 2,795 shares; 2025Q1: 2,545 shares 2,545 $474K 0.09% -250 Timeline AOR 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: 4,227 shares; 2023Q4: 4,187 shares; 2024Q1: 4,308 shares; 2024Q2: 4,226 shares; 2024Q3: 8,368 shares; 2024Q4: 8,210 shares; 2025Q1: 8,210 shares 8,210 $473K 0.08% 0 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 7,400 shares; 2024Q4: 10,257 shares; 2025Q1: 14,107 shares 14,107 $471K 0.08% +3,850 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: 3,381 shares; 2023Q4: 3,436 shares; 2024Q1: 3,772 shares; 2024Q2: 5,537 shares; 2024Q3: 10,169 shares; 2024Q4: 9,674 shares; 2025Q1: 6,917 shares 6,917 $469K 0.08% -2,757 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: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 77 shares; 2024Q3: 2,161 shares; 2024Q4: 3,144 shares; 2025Q1: 2,774 shares 2,774 $464K 0.08% -370 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,074 shares; 2023Q4: 2,110 shares; 2024Q1: 2,664 shares; 2024Q2: 2,400 shares; 2024Q3: 4,810 shares; 2024Q4: 5,065 shares; 2025Q1: 5,312 shares 5,312 $463K 0.08% +247 Timeline SPDV ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,000 shares; 2024Q2: 7,675 shares; 2024Q3: 14,200 shares; 2024Q4: 14,200 shares; 2025Q1: 14,200 shares 14,200 $462K 0.08% 0 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,179 shares; 2023Q4: 1,316 shares; 2024Q1: 1,188 shares; 2024Q2: 1,176 shares; 2024Q3: 2,352 shares; 2024Q4: 2,229 shares; 2025Q1: 2,179 shares 2,179 $460K 0.08% -50 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 2,100 shares; 2024Q1: 600 shares; 2024Q2: 1,597 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,428 shares 23,428 $456K 0.08% new Timeline ARDX ARDELYX INC More: the full row for ARDELYX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 30,500 shares; 2023Q4: 45,000 shares; 2024Q1: 48,975 shares; 2024Q2: 51,785 shares; 2024Q3: 96,850 shares; 2024Q4: 96,250 shares; 2025Q1: 90,850 shares 90,850 $446K 0.08% -5,400 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 4,908 shares; 2023Q4: 4,908 shares; 2024Q1: 4,908 shares; 2024Q2: 4,828 shares; 2024Q3: 9,656 shares; 2024Q4: 9,656 shares; 2025Q1: 9,656 shares 9,656 $445K 0.08% 0 Timeline BXMT BLACKSTONE MORTGAGE TRUST IN More: the full row for BLACKSTONE MORTGAGE TRUST IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 11,650 shares; 2023Q4: 11,650 shares; 2024Q1: 11,869 shares; 2024Q2: 11,169 shares; 2024Q3: 22,338 shares; 2024Q4: 22,438 shares; 2025Q1: 22,238 shares 22,238 $445K 0.08% -200 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 9,926 shares; 2023Q4: 11,126 shares; 2024Q1: 11,551 shares; 2024Q2: 16,601 shares; 2024Q3: 34,315 shares; 2024Q4: 33,915 shares; 2025Q1: 46,721 shares 46,721 $438K 0.08% +12,806 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: 1,995 shares; 2023Q4: 2,067 shares; 2024Q1: 1,995 shares; 2024Q2: 1,995 shares; 2024Q3: 3,990 shares; 2024Q4: 3,990 shares; 2025Q1: 3,990 shares 3,990 $435K 0.08% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,635 shares; 2023Q4: 1,635 shares; 2024Q1: 1,635 shares; 2024Q2: 1,552 shares; 2024Q3: 2,504 shares; 2024Q4: 2,504 shares; 2025Q1: 2,104 shares 2,104 $424K 0.08% -400 Timeline FDL 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: 3,278 shares; 2023Q4: 3,078 shares; 2024Q1: 3,078 shares; 2024Q2: 3,078 shares; 2024Q3: 9,755 shares; 2024Q4: 9,755 shares; 2025Q1: 9,755 shares 9,755 $424K 0.08% 0 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,540 shares; 2023Q4: 2,010 shares; 2024Q1: 2,448 shares; 2024Q2: 2,441 shares; 2024Q3: 5,182 shares; 2024Q4: 5,250 shares; 2025Q1: 4,668 shares 4,668 $419K 0.08% -582 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,059 shares; 2023Q4: 1,059 shares; 2024Q1: 1,059 shares; 2024Q2: 1,059 shares; 2024Q3: 2,118 shares; 2024Q4: 2,118 shares; 2025Q1: 1,868 shares 1,868 $415K 0.07% -250 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: 5,747 shares; 2023Q4: 6,645 shares; 2024Q1: 8,159 shares; 2024Q2: 6,732 shares; 2024Q3: 13,312 shares; 2024Q4: 13,367 shares; 2025Q1: 13,402 shares 13,402 $412K 0.07% +35 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,179 shares; 2023Q4: 2,096 shares; 2024Q1: 2,096 shares; 2024Q2: 2,096 shares; 2024Q3: 4,234 shares; 2024Q4: 4,221 shares; 2025Q1: 4,208 shares 4,208 $406K 0.07% -13 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,065 shares; 2023Q4: 1,065 shares; 2024Q1: 1,065 shares; 2024Q2: 1,065 shares; 2024Q3: 2,130 shares; 2024Q4: 2,130 shares; 2025Q1: 2,130 shares 2,130 $401K 0.07% 0 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 75 shares; 2023Q4: 75 shares; 2024Q1: 75 shares; 2024Q2: 3,750 shares; 2024Q3: 7,943 shares; 2024Q4: 7,943 shares; 2025Q1: 7,943 shares 7,943 $399K 0.07% 0 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 386 shares; 2023Q4: 386 shares; 2024Q1: 386 shares; 2024Q2: 386 shares; 2024Q3: 803 shares; 2024Q4: 803 shares; 2025Q1: 772 shares 772 $395K 0.07% -31 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: 4,014 shares; 2023Q4: 3,490 shares; 2024Q1: 3,291 shares; 2024Q2: 2,992 shares; 2024Q3: 5,839 shares; 2024Q4: 5,652 shares; 2025Q1: 5,220 shares 5,220 $390K 0.07% -432 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 4,957 shares; 2023Q4: 4,957 shares; 2024Q1: 4,507 shares; 2024Q2: 4,507 shares; 2024Q3: 8,838 shares; 2024Q4: 8,166 shares; 2025Q1: 8,166 shares 8,166 $389K 0.07% 0 Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,000 shares 8,000 $386K 0.07% 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: 2,736 shares; 2023Q4: 2,736 shares; 2024Q1: 2,275 shares; 2024Q2: 2,275 shares; 2024Q3: 4,849 shares; 2024Q4: 5,147 shares; 2025Q1: 5,251 shares 5,251 $376K 0.07% +104 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: 1,484 shares; 2023Q4: 1,426 shares; 2024Q1: 1,169 shares; 2024Q2: 1,169 shares; 2024Q3: 2,338 shares; 2024Q4: 1,904 shares; 2025Q1: 1,904 shares 1,904 $369K 0.07% 0 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: 335 shares; 2023Q4: 335 shares; 2024Q1: 335 shares; 2024Q2: 344 shares; 2024Q3: 688 shares; 2024Q4: 688 shares; 2025Q1: 688 shares 688 $367K 0.07% 0 Timeline HDV 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: 290 shares; 2023Q4: 1,295 shares; 2024Q1: 1,486 shares; 2024Q2: 1,488 shares; 2024Q3: 2,980 shares; 2024Q4: 2,984 shares; 2025Q1: 2,987 shares 2,987 $362K 0.06% +3 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 330 shares; 2023Q4: 330 shares; 2024Q1: 1,304 shares; 2024Q2: 1,582 shares; 2024Q3: 3,067 shares; 2024Q4: 2,602 shares; 2025Q1: 1,696 shares 1,696 $359K 0.06% -906 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: 3,025 shares; 2023Q4: 3,183 shares; 2024Q1: 2,878 shares; 2024Q2: 2,879 shares; 2024Q3: 5,435 shares; 2024Q4: 5,810 shares; 2025Q1: 5,780 shares 5,780 $357K 0.06% -30 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 600 shares; 2023Q4: 1,300 shares; 2024Q1: 900 shares; 2024Q2: 900 shares; 2024Q3: 1,817 shares; 2024Q4: 1,825 shares; 2025Q1: 2,362 shares 2,362 $357K 0.06% +537 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: 543 shares; 2023Q4: 543 shares; 2024Q1: 544 shares; 2024Q2: 544 shares; 2024Q3: 1,610 shares; 2024Q4: 2,114 shares; 2025Q1: 2,055 shares 2,055 $352K 0.06% -59 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,074 shares; 2023Q4: 968 shares; 2024Q1: 918 shares; 2024Q2: 918 shares; 2024Q3: 2,124 shares; 2024Q4: 2,405 shares; 2025Q1: 2,132 shares 2,132 $351K 0.06% -273 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 26,229 shares; 2023Q4: 28,740 shares; 2024Q1: 27,189 shares; 2024Q2: 26,189 shares; 2024Q3: 42,428 shares; 2024Q4: 44,413 shares; 2025Q1: 40,227 shares 40,227 $350K 0.06% -4,186 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 879 shares; 2023Q4: 879 shares; 2024Q1: 1,654 shares; 2024Q2: 1,655 shares; 2024Q3: 2,012 shares; 2024Q4: 2,015 shares; 2025Q1: 2,018 shares 2,018 $350K 0.06% +3 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,007 shares; 2024Q2: 2,163 shares; 2024Q3: not reported; 2024Q4: 14,023 shares; 2025Q1: 15,955 shares 15,955 $349K 0.06% +1,932 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 112 shares; 2023Q4: 212 shares; 2024Q1: 1,124 shares; 2024Q2: 1,124 shares; 2024Q3: 2,848 shares; 2024Q4: 2,598 shares; 2025Q1: 2,598 shares 2,598 $344K 0.06% 0 Timeline FTQI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,010 shares; 2024Q2: 2,303 shares; 2024Q3: not reported; 2024Q4: 15,714 shares; 2025Q1: 18,104 shares 18,104 $341K 0.06% +2,390 Timeline IYT 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: 716 shares; 2023Q4: 721 shares; 2024Q1: 2,636 shares; 2024Q2: 2,643 shares; 2024Q3: 5,301 shares; 2024Q4: 5,313 shares; 2025Q1: 5,330 shares 5,330 $341K 0.06% +17 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: 19,033 shares; 2023Q4: 19,065 shares; 2024Q1: 20,344 shares; 2024Q2: 20,084 shares; 2024Q3: 41,276 shares; 2024Q4: 26,776 shares; 2025Q1: 14,976 shares 14,976 $340K 0.06% -11,800 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: 2,548 shares; 2023Q4: 2,548 shares; 2024Q1: 3,198 shares; 2024Q2: 3,198 shares; 2024Q3: 6,396 shares; 2024Q4: 6,576 shares; 2025Q1: 5,696 shares 5,696 $339K 0.06% -880 BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 700 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,600 shares 16,600 $338K 0.06% new Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 5,030 shares; 2023Q4: 5,030 shares; 2024Q1: 4,838 shares; 2024Q2: 4,858 shares; 2024Q3: 9,757 shares; 2024Q4: 9,650 shares; 2025Q1: 9,888 shares 9,888 $338K 0.06% +238 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 680 shares; 2023Q4: 1,980 shares; 2024Q1: 3,297 shares; 2024Q2: 4,097 shares; 2024Q3: 8,494 shares; 2024Q4: 8,564 shares; 2025Q1: 10,164 shares 10,164 $338K 0.06% +1,600 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 968 shares; 2023Q4: 857 shares; 2024Q1: 845 shares; 2024Q2: 847 shares; 2024Q3: 1,795 shares; 2024Q4: 1,459 shares; 2025Q1: 1,441 shares 1,441 $336K 0.06% -18 Timeline FPX 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: 1,485 shares; 2023Q4: 1,485 shares; 2024Q1: 1,486 shares; 2024Q2: 1,486 shares; 2024Q3: 2,971 shares; 2024Q4: 2,972 shares; 2025Q1: 2,972 shares 2,972 $332K 0.06% 0 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: 1,111 shares; 2023Q4: 1,011 shares; 2024Q1: 1,411 shares; 2024Q2: 1,411 shares; 2024Q3: 3,586 shares; 2024Q4: 3,588 shares; 2025Q1: 3,606 shares 3,606 $332K 0.06% +18 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 3,586 shares; 2023Q4: 3,595 shares; 2024Q1: 3,595 shares; 2024Q2: 2,122 shares; 2024Q3: 4,253 shares; 2024Q4: 4,261 shares; 2025Q1: 4,261 shares 4,261 $331K 0.06% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,874 shares; 2023Q4: 2,479 shares; 2024Q1: 2,287 shares; 2024Q2: 2,287 shares; 2024Q3: 4,579 shares; 2024Q4: 5,224 shares; 2025Q1: 5,419 shares 5,419 $330K 0.06% +195 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 4,583 shares; 2023Q4: 4,583 shares; 2024Q1: 4,523 shares; 2024Q2: 4,523 shares; 2024Q3: 9,046 shares; 2024Q4: 8,666 shares; 2025Q1: 8,666 shares 8,666 $327K 0.06% 0 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,625 shares; 2023Q4: 1,625 shares; 2024Q1: 2,612 shares; 2024Q2: 2,612 shares; 2024Q3: 5,237 shares; 2024Q4: 5,250 shares; 2025Q1: 5,260 shares 5,260 $325K 0.06% +10 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: 3,654 shares; 2023Q4: 3,354 shares; 2024Q1: 3,524 shares; 2024Q2: 3,525 shares; 2024Q3: 7,519 shares; 2024Q4: 6,280 shares; 2025Q1: 4,567 shares 4,567 $324K 0.06% -1,713 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 937 shares; 2023Q4: 786 shares; 2024Q1: 1,090 shares; 2024Q2: 1,093 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,520 shares 4,520 $321K 0.06% new Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 538 shares; 2023Q4: 669 shares; 2024Q1: 606 shares; 2024Q2: 607 shares; 2024Q3: 1,316 shares; 2024Q4: 1,577 shares; 2025Q1: 1,591 shares 1,591 $318K 0.06% +14 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: 1,898 shares; 2023Q4: 1,917 shares; 2024Q1: 1,898 shares; 2024Q2: 1,898 shares; 2024Q3: 3,923 shares; 2024Q4: 4,084 shares; 2025Q1: 4,356 shares 4,356 $313K 0.06% +272 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 501 shares; 2023Q4: 516 shares; 2024Q1: 1,760 shares; 2024Q2: 1,436 shares; 2024Q3: 2,242 shares; 2024Q4: 3,189 shares; 2025Q1: 2,989 shares 2,989 $312K 0.06% -200 Timeline BCX BLACKROCK RES & COMMODITIES More: the full row for BLACKROCK RES & COMMODITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 19,216 shares; 2023Q4: 19,515 shares; 2024Q1: 15,559 shares; 2024Q2: 15,790 shares; 2024Q3: 32,046 shares; 2024Q4: 32,591 shares; 2025Q1: 33,265 shares 33,265 $310K 0.06% +674 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 8,007 shares; 2023Q4: 8,007 shares; 2024Q1: 4,505 shares; 2024Q2: 4,505 shares; 2024Q3: 9,009 shares; 2024Q4: 9,009 shares; 2025Q1: 5,243 shares 5,243 $309K 0.06% -3,766 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: 662 shares; 2023Q4: 662 shares; 2024Q1: 662 shares; 2024Q2: 617 shares; 2024Q3: 1,760 shares; 2024Q4: 1,779 shares; 2025Q1: 2,315 shares 2,315 $307K 0.06% +536 Timeline VNQ 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: 1,485 shares; 2023Q4: 1,514 shares; 2024Q1: 1,406 shares; 2024Q2: 1,415 shares; 2024Q3: 3,076 shares; 2024Q4: 3,084 shares; 2025Q1: 3,384 shares 3,384 $306K 0.05% +300 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: 333 shares; 2023Q4: 334 shares; 2024Q1: 334 shares; 2024Q2: 336 shares; 2024Q3: 691 shares; 2024Q4: 662 shares; 2025Q1: 684 shares 684 $306K 0.05% +22 Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,351 shares; 2023Q4: 1,351 shares; 2024Q1: 1,351 shares; 2024Q2: 1,351 shares; 2024Q3: 2,705 shares; 2024Q4: 2,708 shares; 2025Q1: 2,711 shares 2,711 $305K 0.05% +3 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 6,445 shares; 2023Q4: 6,447 shares; 2024Q1: 6,448 shares; 2024Q2: 6,443 shares; 2024Q3: 13,147 shares; 2024Q4: 13,402 shares; 2025Q1: 13,662 shares 13,662 $303K 0.05% +260 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: 1,230 shares; 2023Q4: 1,233 shares; 2024Q1: 1,410 shares; 2024Q2: 1,413 shares; 2024Q3: 2,588 shares; 2024Q4: 2,590 shares; 2025Q1: 2,455 shares 2,455 $299K 0.05% -135 Timeline GSSC 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: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 6,200 shares; 2024Q4: 12,590 shares; 2025Q1: 4,700 shares 4,700 $298K 0.05% -7,890 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: 850 shares; 2023Q4: 850 shares; 2024Q1: 850 shares; 2024Q2: 850 shares; 2024Q3: 1,724 shares; 2024Q4: 1,856 shares; 2025Q1: 1,880 shares 1,880 $296K 0.05% +24 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 8,223 shares; 2023Q4: 7,945 shares; 2024Q1: 5,056 shares; 2024Q2: 4,939 shares; 2024Q3: 11,378 shares; 2024Q4: 10,598 shares; 2025Q1: 8,898 shares 8,898 $296K 0.05% -1,700 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: 3,035 shares; 2023Q4: 2,765 shares; 2024Q1: 1,977 shares; 2024Q2: 1,657 shares; 2024Q3: 3,163 shares; 2024Q4: 3,204 shares; 2025Q1: 2,986 shares 2,986 $295K 0.05% -218 Timeline EPI 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: 1,483 shares; 2023Q4: 1,983 shares; 2024Q1: 2,515 shares; 2024Q2: 3,673 shares; 2024Q3: 5,656 shares; 2024Q4: 5,753 shares; 2025Q1: 6,729 shares 6,729 $294K 0.05% +976 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: 1,144 shares; 2023Q4: 1,144 shares; 2024Q1: 1,144 shares; 2024Q2: 1,345 shares; 2024Q3: 2,691 shares; 2024Q4: 1,909 shares; 2025Q1: 1,910 shares 1,910 $292K 0.05% +1 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,629 shares; 2023Q4: 2,406 shares; 2024Q1: 2,210 shares; 2024Q2: 1,817 shares; 2024Q3: 3,637 shares; 2024Q4: 4,205 shares; 2025Q1: 4,736 shares 4,736 $292K 0.05% +531 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,748 shares; 2023Q4: 2,748 shares; 2024Q1: 2,748 shares; 2024Q2: 2,720 shares; 2024Q3: 5,390 shares; 2024Q4: 5,390 shares; 2025Q1: 5,350 shares 5,350 $291K 0.05% -40 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: 2,850 shares; 2023Q4: 2,862 shares; 2024Q1: 2,867 shares; 2024Q2: 2,872 shares; 2024Q3: 5,787 shares; 2024Q4: 5,828 shares; 2025Q1: 5,867 shares 5,867 $289K 0.05% +39 Timeline MOO VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 3,456 shares; 2023Q4: 3,552 shares; 2024Q1: 3,117 shares; 2024Q2: 2,839 shares; 2024Q3: 5,678 shares; 2024Q4: 5,355 shares; 2025Q1: 4,253 shares 4,253 $289K 0.05% -1,102 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 568 shares; 2023Q4: 518 shares; 2024Q1: 518 shares; 2024Q2: 518 shares; 2024Q3: 1,038 shares; 2024Q4: 1,076 shares; 2025Q1: 877 shares 877 $287K 0.05% -199 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 13,206 shares; 2023Q4: 13,238 shares; 2024Q1: 13,298 shares; 2024Q2: 11,876 shares; 2024Q3: 27,055 shares; 2024Q4: 27,739 shares; 2025Q1: 28,171 shares 28,171 $283K 0.05% +432 Timeline EMLP 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: 2,616 shares; 2023Q4: 2,616 shares; 2024Q1: 2,627 shares; 2024Q2: 2,633 shares; 2024Q3: not reported; 2024Q4: 6,087 shares; 2025Q1: 7,514 shares 7,514 $282K 0.05% +1,427 Timeline CLSE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 13,024 shares; 2024Q4: 13,024 shares; 2025Q1: 13,024 shares 13,024 $281K 0.05% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 569 shares; 2023Q4: 569 shares; 2024Q1: 554 shares; 2024Q2: 464 shares; 2024Q3: 1,149 shares; 2024Q4: 1,380 shares; 2025Q1: 1,148 shares 1,148 $280K 0.05% -232 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: 330 shares; 2023Q4: 368 shares; 2024Q1: 368 shares; 2024Q2: 368 shares; 2024Q3: 959 shares; 2024Q4: 1,118 shares; 2025Q1: 883 shares 883 $275K 0.05% -235 Timeline FMB 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: 2,544 shares; 2023Q4: 2,557 shares; 2024Q1: 2,584 shares; 2024Q2: 2,604 shares; 2024Q3: 5,251 shares; 2024Q4: 5,293 shares; 2025Q1: 5,337 shares 5,337 $269K 0.05% +44 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: 2,441 shares; 2023Q4: 2,441 shares; 2024Q1: 2,441 shares; 2024Q2: 2,441 shares; 2024Q3: 4,882 shares; 2024Q4: 4,882 shares; 2025Q1: 4,882 shares 4,882 $268K 0.05% 0 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,498 shares; 2023Q4: 2,523 shares; 2024Q1: 2,535 shares; 2024Q2: 2,542 shares; 2024Q3: 5,084 shares; 2024Q4: 5,084 shares; 2025Q1: 5,084 shares 5,084 $267K 0.05% 0 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 7,066 shares; 2023Q4: 5,857 shares; 2024Q1: 6,157 shares; 2024Q2: 5,350 shares; 2024Q3: 11,534 shares; 2024Q4: 3,014 shares; 2025Q1: 2,544 shares 2,544 $262K 0.05% -470 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,432 shares; 2023Q4: 2,263 shares; 2024Q1: 2,263 shares; 2024Q2: 2,093 shares; 2024Q3: 4,186 shares; 2024Q4: 3,526 shares; 2025Q1: 3,526 shares 3,526 $261K 0.05% 0 Timeline QTEC 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: 2,157 shares; 2023Q4: 2,192 shares; 2024Q1: 2,244 shares; 2024Q2: 2,269 shares; 2024Q3: 4,538 shares; 2024Q4: 1,488 shares; 2025Q1: 1,488 shares 1,488 $258K 0.05% 0 Timeline MXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,655 shares; 2023Q4: 1,676 shares; 2024Q1: 1,287 shares; 2024Q2: 1,303 shares; 2024Q3: 2,607 shares; 2024Q4: 3,137 shares; 2025Q1: 3,137 shares 3,137 $256K 0.05% 0 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,750 shares; 2023Q4: 2,750 shares; 2024Q1: 2,550 shares; 2024Q2: 2,550 shares; 2024Q3: 5,100 shares; 2024Q4: 5,100 shares; 2025Q1: 5,100 shares 5,100 $256K 0.05% 0 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,321 shares; 2023Q4: 2,321 shares; 2024Q1: 2,496 shares; 2024Q2: 2,306 shares; 2024Q3: 4,319 shares; 2024Q4: 4,388 shares; 2025Q1: 3,909 shares 3,909 $255K 0.05% -479 Timeline COWG 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: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,250 shares 8,250 $254K 0.05% new Timeline RDVY 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: 2,812 shares; 2023Q4: 2,312 shares; 2024Q1: 2,132 shares; 2024Q2: 2,141 shares; 2024Q3: 4,297 shares; 2024Q4: 4,299 shares; 2025Q1: 4,301 shares 4,301 $252K 0.05% +2 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: 1,349 shares; 2023Q4: 1,144 shares; 2024Q1: 1,175 shares; 2024Q2: 1,176 shares; 2024Q3: 2,303 shares; 2024Q4: 2,270 shares; 2025Q1: 2,246 shares 2,246 $249K 0.04% -24 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 847 shares; 2023Q4: 847 shares; 2024Q1: 847 shares; 2024Q2: 847 shares; 2024Q3: 2,191 shares; 2024Q4: 2,612 shares; 2025Q1: 2,229 shares 2,229 $249K 0.04% -383 Timeline FIW 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: 330 shares; 2023Q4: 330 shares; 2024Q1: 330 shares; 2024Q2: 631 shares; 2024Q3: 2,465 shares; 2024Q4: 2,470 shares; 2025Q1: 2,473 shares 2,473 $249K 0.04% +3 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,100 shares; 2023Q4: 2,100 shares; 2024Q1: 2,100 shares; 2024Q2: 2,100 shares; 2024Q3: 4,200 shares; 2024Q4: 4,200 shares; 2025Q1: 4,000 shares 4,000 $246K 0.04% -200 Timeline GAM GENERAL AMERN INVS CO INC More: the full row for GENERAL AMERN INVS CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,116 shares; 2023Q4: 2,247 shares; 2024Q1: 2,247 shares; 2024Q2: 2,247 shares; 2024Q3: 4,494 shares; 2024Q4: 4,878 shares; 2025Q1: 4,878 shares 4,878 $246K 0.04% 0 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 950 shares; 2024Q2: 855 shares; 2024Q3: not reported; 2024Q4: 2,868 shares; 2025Q1: 3,768 shares 3,768 $246K 0.04% +900 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 446 shares; 2023Q4: 301 shares; 2024Q1: 331 shares; 2024Q2: 331 shares; 2024Q3: 704 shares; 2024Q4: 704 shares; 2025Q1: 696 shares 696 $243K 0.04% -8 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,206 shares; 2023Q4: 1,206 shares; 2024Q1: 1,495 shares; 2024Q2: 1,389 shares; 2024Q3: not reported; 2024Q4: 4,704 shares; 2025Q1: 4,709 shares 4,709 $239K 0.04% +5 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 11,867 shares; 2024Q4: 12,360 shares; 2025Q1: 10,407 shares 10,407 $239K 0.04% -1,953 Timeline SNPE DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,007 shares; 2024Q2: 2,307 shares; 2024Q3: 4,621 shares; 2024Q4: 5,329 shares; 2025Q1: 4,725 shares 4,725 $238K 0.04% -604 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 3,888 shares; 2023Q4: 3,527 shares; 2024Q1: 3,292 shares; 2024Q2: 1,692 shares; 2024Q3: 3,411 shares; 2024Q4: 2,380 shares; 2025Q1: 2,364 shares 2,364 $238K 0.04% -16 Timeline XLB 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: 1,370 shares; 2023Q4: 1,372 shares; 2024Q1: 1,373 shares; 2024Q2: 1,374 shares; 2024Q3: 2,763 shares; 2024Q4: 2,764 shares; 2025Q1: 2,759 shares 2,759 $237K 0.04% -5 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 5,572 shares; 2023Q4: 4,572 shares; 2024Q1: 4,572 shares; 2024Q2: 4,572 shares; 2024Q3: 9,144 shares; 2024Q4: 9,144 shares; 2025Q1: 9,144 shares 9,144 $233K 0.04% 0 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 551 shares; 2023Q4: 551 shares; 2024Q1: 551 shares; 2024Q2: 551 shares; 2024Q3: 1,879 shares; 2024Q4: 1,878 shares; 2025Q1: 1,878 shares 1,878 $232K 0.04% 0 Timeline CATH 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: 1,371 shares; 2023Q4: 1,371 shares; 2024Q1: 1,381 shares; 2024Q2: 1,381 shares; 2024Q3: 3,072 shares; 2024Q4: 3,072 shares; 2025Q1: 3,390 shares 3,390 $229K 0.04% +318 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 543 shares; 2023Q4: 544 shares; 2024Q1: 430 shares; 2024Q2: 424 shares; 2024Q3: 1,224 shares; 2024Q4: 1,121 shares; 2025Q1: 1,076 shares 1,076 $228K 0.04% -45 Timeline PPA 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: 779 shares; 2023Q4: 794 shares; 2024Q1: 895 shares; 2024Q2: 895 shares; 2024Q3: 1,980 shares; 2024Q4: 1,974 shares; 2025Q1: 1,955 shares 1,955 $228K 0.04% -19 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 697 shares; 2023Q4: 1,144 shares; 2024Q1: 1,144 shares; 2024Q2: 1,213 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,963 shares 2,963 $227K 0.04% new Timeline DBX DROPBOX INC More: the full row for DROPBOX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 4,200 shares; 2023Q4: 4,200 shares; 2024Q1: 4,200 shares; 2024Q2: 4,200 shares; 2024Q3: 8,400 shares; 2024Q4: 8,400 shares; 2025Q1: 8,400 shares 8,400 $224K 0.04% 0 Timeline BSJT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 700 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,500 shares 10,500 $221K 0.04% new Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,200 shares; 2024Q2: 1,200 shares; 2024Q3: not reported; 2024Q4: 31,164 shares; 2025Q1: 26,680 shares 26,680 $217K 0.04% -4,484 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: 85 shares; 2023Q4: 212 shares; 2024Q1: 211 shares; 2024Q2: 211 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 812 shares 812 $217K 0.04% new Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,525 shares; 2023Q4: 1,525 shares; 2024Q1: 1,525 shares; 2024Q2: 1,525 shares; 2024Q3: 3,050 shares; 2024Q4: not reported; 2025Q1: 3,050 shares 3,050 $214K 0.04% new Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 155 shares; 2023Q4: 155 shares; 2024Q1: 145 shares; 2024Q2: 145 shares; 2024Q3: 758 shares; 2024Q4: 756 shares; 2025Q1: 792 shares 792 $213K 0.04% +36 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,550 shares; 2023Q4: 1,550 shares; 2024Q1: 1,550 shares; 2024Q2: 1,550 shares; 2024Q3: 3,100 shares; 2024Q4: 3,100 shares; 2025Q1: 3,100 shares 3,100 $211K 0.04% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,021 shares; 2023Q4: 1,013 shares; 2024Q1: 1,013 shares; 2024Q2: 993 shares; 2024Q3: 1,458 shares; 2024Q4: 1,558 shares; 2025Q1: 1,237 shares 1,237 $211K 0.04% -321 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,395 shares; 2023Q4: 1,395 shares; 2024Q1: 1,395 shares; 2024Q2: 1,395 shares; 2024Q3: 2,869 shares; 2024Q4: not reported; 2025Q1: 2,869 shares 2,869 $211K 0.04% new Timeline PEY 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: 5,108 shares; 2023Q4: 5,192 shares; 2024Q1: 4,199 shares; 2024Q2: 4,245 shares; 2024Q3: not reported; 2024Q4: 9,547 shares; 2025Q1: 9,646 shares 9,646 $207K 0.04% +99 Timeline BBH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 820 shares; 2023Q4: 820 shares; 2024Q1: 820 shares; 2024Q2: 820 shares; 2024Q3: 1,472 shares; 2024Q4: 1,399 shares; 2025Q1: 1,308 shares 1,308 $206K 0.04% -91 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 808 shares; 2023Q4: 808 shares; 2024Q1: 808 shares; 2024Q2: 465 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,866 shares 1,866 $204K 0.04% new Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 7,748 shares; 2023Q4: 7,813 shares; 2024Q1: 7,804 shares; 2024Q2: 7,858 shares; 2024Q3: 15,825 shares; 2024Q4: 15,940 shares; 2025Q1: 15,128 shares 15,128 $170K 0.03% -812 Timeline ANIX ANIXA BIOSCIENCES INC More: the full row for ANIXA BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 21,008 shares; 2023Q4: 21,008 shares; 2024Q1: 21,008 shares; 2024Q2: 21,008 shares; 2024Q3: 42,016 shares; 2024Q4: 42,016 shares; 2025Q1: 42,016 shares 42,016 $120K 0.02% 0 Timeline HYT BLACKROCK CORPOR HI YLD FD I More: the full row for BLACKROCK CORPOR HI YLD FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 5,324 shares; 2023Q4: 5,324 shares; 2024Q1: 5,324 shares; 2024Q2: 5,324 shares; 2024Q3: 10,648 shares; 2024Q4: 10,648 shares; 2025Q1: 10,648 shares 10,648 $102K 0.02% 0 Timeline UA UNDER ARMOUR INC More: the full row for UNDER ARMOUR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,100 shares; 2023Q4: 1,950 shares; 2024Q1: 1,950 shares; 2024Q2: 1,950 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,900 shares 11,900 $70.8K 0.01% new Timeline GRAFTECH INTL LTD GRAFTECH INTL LTD More: the full row for GRAFTECH INTL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 12,900 shares; 2023Q4: 13,600 shares; 2024Q1: 20,400 shares; 2024Q2: 28,650 shares; 2024Q3: 61,100 shares; 2024Q4: 76,100 shares; 2025Q1: 74,100 shares 74,100 $64.8K 0.01% -2,000