NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 24,230 shares; 2024Q2: not loaded; 2024Q3: 512,403 shares; 2024Q4: 427,030 shares; 2025Q1: 436,351 shares 436,351 $47.3M 10.26% +9,321 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 80,120 shares; 2024Q2: not loaded; 2024Q3: 103,719 shares; 2024Q4: 101,332 shares; 2025Q1: 101,848 shares 101,848 $22.6M 4.91% +516 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 33,530 shares; 2024Q2: not loaded; 2024Q3: 35,492 shares; 2024Q4: 34,317 shares; 2025Q1: 35,776 shares 35,776 $20M 4.34% +1,459 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: restricted; 2023Q4: not loaded; 2024Q1: 77,589 shares; 2024Q2: not loaded; 2024Q3: 82,667 shares; 2024Q4: 92,706 shares; 2025Q1: 102,200 shares 102,200 $19.5M 4.23% +9,494 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 38,864 shares; 2024Q2: not loaded; 2024Q3: 43,875 shares; 2024Q4: 43,271 shares; 2025Q1: 48,074 shares 48,074 $18M 3.92% +4,803 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 605,559 shares; 2024Q2: not loaded; 2024Q3: 620,335 shares; 2024Q4: 593,335 shares; 2025Q1: 568,802 shares 568,802 $12.9M 2.8% -24,533 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 115,763 shares; 2024Q2: not loaded; 2024Q3: 112,082 shares; 2024Q4: 119,416 shares; 2025Q1: 127,678 shares 127,678 $11.9M 2.57% +8,262 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 70,392 shares; 2024Q2: not loaded; 2024Q3: 70,275 shares; 2024Q4: 67,402 shares; 2025Q1: 67,796 shares 67,796 $11.6M 2.51% +394 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 4,440 shares; 2024Q2: not loaded; 2024Q3: 10,025 shares; 2024Q4: 18,489 shares; 2025Q1: 19,166 shares 19,166 $11M 2.4% +677 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 2,722 shares; 2024Q2: not loaded; 2024Q3: 64,570 shares; 2024Q4: 65,038 shares; 2025Q1: 64,934 shares 64,934 $9.74M 2.11% -104 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 37,497 shares; 2024Q2: not loaded; 2024Q3: 46,270 shares; 2024Q4: 47,372 shares; 2025Q1: 50,997 shares 50,997 $8.81M 1.91% +3,625 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 26,982 shares; 2024Q2: not loaded; 2024Q3: 33,142 shares; 2024Q4: 35,320 shares; 2025Q1: 45,557 shares 45,557 $8.67M 1.88% +10,237 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: restricted; 2023Q4: not loaded; 2024Q1: 23,828 shares; 2024Q2: not loaded; 2024Q3: 21,701 shares; 2024Q4: 21,574 shares; 2025Q1: 20,918 shares 20,918 $7.55M 1.64% -656 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 60,899 shares; 2024Q2: not loaded; 2024Q3: 69,766 shares; 2024Q4: 71,341 shares; 2025Q1: 71,554 shares 71,554 $7.48M 1.62% +213 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: restricted; 2023Q4: not loaded; 2024Q1: 74,966 shares; 2024Q2: not loaded; 2024Q3: 83,020 shares; 2024Q4: 79,731 shares; 2025Q1: 83,783 shares 83,783 $7.3M 1.59% +4,052 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 29,978 shares; 2024Q2: not loaded; 2024Q3: 41,436 shares; 2024Q4: 39,830 shares; 2025Q1: 45,271 shares 45,271 $7.07M 1.53% +5,441 Timeline BCPC BALCHEM CORP More: the full row for BALCHEM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 8,601 shares; 2024Q2: not loaded; 2024Q3: 21,427 shares; 2024Q4: 35,069 shares; 2025Q1: 42,131 shares 42,131 $6.99M 1.52% +7,062 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 17,901 shares; 2024Q2: not loaded; 2024Q3: 19,555 shares; 2024Q4: 18,310 shares; 2025Q1: 18,567 shares 18,567 $6.89M 1.49% +257 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 28,464 shares; 2024Q2: not loaded; 2024Q3: 33,552 shares; 2024Q4: 33,285 shares; 2025Q1: 33,519 shares 33,519 $6.5M 1.41% +234 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: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: 11,449 shares; 2024Q4: 72,943 shares; 2025Q1: 83,449 shares 83,449 $6.08M 1.32% +10,506 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: restricted; 2023Q4: not loaded; 2024Q1: 11,556 shares; 2024Q2: not loaded; 2024Q3: 12,573 shares; 2024Q4: 13,666 shares; 2025Q1: 21,798 shares 21,798 $5.65M 1.23% +8,132 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 5,046 shares; 2024Q2: not loaded; 2024Q3: 8,961 shares; 2024Q4: 10,518 shares; 2025Q1: 11,821 shares 11,821 $5.54M 1.2% +1,303 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 17,581 shares; 2024Q2: not loaded; 2024Q3: 17,523 shares; 2024Q4: 17,651 shares; 2025Q1: 17,740 shares 17,740 $5.53M 1.2% +89 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 4,608 shares; 2024Q2: not loaded; 2024Q3: 4,649 shares; 2024Q4: 5,120 shares; 2025Q1: 5,329 shares 5,329 $4.97M 1.08% +209 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 43,773 shares; 2024Q2: not loaded; 2024Q3: 57,940 shares; 2024Q4: 53,919 shares; 2025Q1: 52,737 shares 52,737 $4.8M 1.04% -1,182 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 11,468 shares; 2024Q2: not loaded; 2024Q3: 11,873 shares; 2024Q4: 12,540 shares; 2025Q1: 12,852 shares 12,852 $4.5M 0.98% +312 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 110,076 shares 110,076 $4.45M 0.97% new Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 14,570 shares; 2024Q2: not loaded; 2024Q3: 17,470 shares; 2024Q4: 16,406 shares; 2025Q1: 16,925 shares 16,925 $4.15M 0.9% +519 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 24,668 shares; 2024Q2: not loaded; 2024Q3: 34,366 shares; 2024Q4: 28,554 shares; 2025Q1: 31,374 shares 31,374 $3.91M 0.85% +2,820 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: restricted; 2023Q4: not loaded; 2024Q1: 19,950 shares; 2024Q2: not loaded; 2024Q3: 19,828 shares; 2024Q4: 20,077 shares; 2025Q1: 19,907 shares 19,907 $3.75M 0.81% -170 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 10,966 shares; 2024Q2: not loaded; 2024Q3: 18,584 shares; 2024Q4: 19,494 shares; 2025Q1: 23,009 shares 23,009 $3.56M 0.77% +3,515 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 56,480 shares; 2024Q2: not loaded; 2024Q3: 58,648 shares; 2024Q4: 63,532 shares; 2025Q1: 69,666 shares 69,666 $3.53M 0.77% +6,134 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: restricted; 2023Q4: not loaded; 2024Q1: 13,194 shares; 2024Q2: not loaded; 2024Q3: 16,116 shares; 2024Q4: 16,186 shares; 2025Q1: 16,367 shares 16,367 $3.43M 0.74% +181 Timeline QLD 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: restricted; 2023Q4: not loaded; 2024Q1: 35,061 shares; 2024Q2: not loaded; 2024Q3: 35,023 shares; 2024Q4: 34,803 shares; 2025Q1: 34,899 shares 34,899 $3.1M 0.67% +96 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 51,400 shares; 2024Q2: not loaded; 2024Q3: 62,500 shares; 2024Q4: 64,830 shares; 2025Q1: 69,750 shares 69,750 $3.06M 0.66% +4,920 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 1,495 shares; 2024Q2: not loaded; 2024Q3: 1,592 shares; 2024Q4: 1,688 shares; 2025Q1: 3,708 shares 3,708 $3.06M 0.66% +2,020 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: 42,021 shares; 2025Q1: 44,821 shares 44,821 $3.06M 0.66% +2,800 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 7,011 shares; 2024Q2: not loaded; 2024Q3: 7,663 shares; 2024Q4: 26,861 shares; 2025Q1: 61,396 shares 61,396 $2.97M 0.65% +34,535 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 13,146 shares; 2024Q2: not loaded; 2024Q3: 13,068 shares; 2024Q4: 12,960 shares; 2025Q1: 13,019 shares 13,019 $2.89M 0.63% +59 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: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: 41,767 shares; 2024Q4: 41,767 shares; 2025Q1: 40,000 shares 40,000 $2.61M 0.57% -1,767 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 20,000 shares; 2024Q2: not loaded; 2024Q3: 20,008 shares; 2024Q4: 20,016 shares; 2025Q1: 20,025 shares 20,025 $2.59M 0.56% +9 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: restricted; 2023Q4: not loaded; 2024Q1: 1,698 shares; 2024Q2: not loaded; 2024Q3: 2,150 shares; 2024Q4: 2,143 shares; 2025Q1: 2,516 shares 2,516 $2.38M 0.52% +373 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 15,581 shares; 2024Q2: not loaded; 2024Q3: 62,616 shares; 2024Q4: 56,518 shares; 2025Q1: 56,709 shares 56,709 $2.37M 0.51% +191 Timeline LONZ 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: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: 35,887 shares; 2024Q4: 49,146 shares; 2025Q1: 44,557 shares 44,557 $2.25M 0.49% -4,589 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: 38,867 shares; 2024Q4: 49,500 shares; 2025Q1: 43,789 shares 43,789 $2.22M 0.48% -5,711 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 9,743 shares; 2024Q2: not loaded; 2024Q3: 19,454 shares; 2024Q4: 24,260 shares; 2025Q1: 24,950 shares 24,950 $2.19M 0.48% +690 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: 13,840 shares; 2024Q4: 14,081 shares; 2025Q1: 13,842 shares 13,842 $2.18M 0.47% -239 Timeline IHAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 50,741 shares; 2024Q2: not loaded; 2024Q3: 54,385 shares; 2024Q4: 44,684 shares; 2025Q1: 44,978 shares 44,978 $2.11M 0.46% +294 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 4,448 shares; 2024Q2: not loaded; 2024Q3: 5,815 shares; 2024Q4: 5,545 shares; 2025Q1: 5,927 shares 5,927 $2.09M 0.45% +382 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 6,042 shares; 2024Q2: not loaded; 2024Q3: 8,573 shares; 2024Q4: 7,963 shares; 2025Q1: 23,051 shares 23,051 $2.07M 0.45% +15,088 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 23,200 shares; 2024Q2: not loaded; 2024Q3: 30,259 shares; 2024Q4: 31,259 shares; 2025Q1: 36,294 shares 36,294 $1.99M 0.43% +5,035 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: restricted; 2023Q4: not loaded; 2024Q1: 8,312 shares; 2024Q2: not loaded; 2024Q3: 8,464 shares; 2024Q4: 8,466 shares; 2025Q1: 8,864 shares 8,864 $1.88M 0.41% +398 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: restricted; 2023Q4: not loaded; 2024Q1: 8,408 shares; 2024Q2: not loaded; 2024Q3: 8,926 shares; 2024Q4: 8,994 shares; 2025Q1: 9,069 shares 9,069 $1.87M 0.41% +75 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 1,348 shares; 2024Q2: not loaded; 2024Q3: 3,309 shares; 2024Q4: 3,364 shares; 2025Q1: 3,358 shares 3,358 $1.79M 0.39% -6 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 10,783 shares; 2024Q2: not loaded; 2024Q3: 12,946 shares; 2024Q4: 13,407 shares; 2025Q1: 14,838 shares 14,838 $1.76M 0.38% +1,431 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 10,861 shares; 2024Q2: not loaded; 2024Q3: 11,930 shares; 2024Q4: 11,851 shares; 2025Q1: 13,021 shares 13,021 $1.75M 0.38% +1,170 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: restricted; 2023Q4: not loaded; 2024Q1: 8,600 shares; 2024Q2: not loaded; 2024Q3: 8,760 shares; 2024Q4: 13,401 shares; 2025Q1: 18,090 shares 18,090 $1.73M 0.37% +4,689 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: restricted; 2023Q4: not loaded; 2024Q1: 34,014 shares; 2024Q2: not loaded; 2024Q3: 32,659 shares; 2024Q4: 34,033 shares; 2025Q1: 34,120 shares 34,120 $1.7M 0.37% +87 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 24,057 shares; 2024Q2: not loaded; 2024Q3: 22,204 shares; 2024Q4: 20,130 shares; 2025Q1: 20,176 shares 20,176 $1.65M 0.36% +46 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 1,077 shares; 2024Q2: not loaded; 2024Q3: 2,466 shares; 2024Q4: 2,394 shares; 2025Q1: 2,923 shares 2,923 $1.64M 0.36% +529 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 3,018 shares; 2024Q2: not loaded; 2024Q3: 3,241 shares; 2024Q4: 3,193 shares; 2025Q1: 2,985 shares 2,985 $1.63M 0.35% -208 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 295 shares; 2024Q2: not loaded; 2024Q3: 8,019 shares; 2024Q4: 9,763 shares; 2025Q1: 9,618 shares 9,618 $1.61M 0.35% -145 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: restricted; 2023Q4: not loaded; 2024Q1: 8,049 shares; 2024Q2: not loaded; 2024Q3: 7,736 shares; 2024Q4: 7,630 shares; 2025Q1: 7,136 shares 7,136 $1.59M 0.34% -494 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: 15,930 shares; 2024Q4: 14,246 shares; 2025Q1: 17,009 shares 17,009 $1.55M 0.34% +2,763 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 1,415 shares; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: 11,401 shares; 2025Q1: 11,401 shares 11,401 $1.51M 0.33% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 14,420 shares; 2024Q2: not loaded; 2024Q3: 14,564 shares; 2024Q4: 14,501 shares; 2025Q1: 14,937 shares 14,937 $1.47M 0.32% +436 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 1,655 shares; 2024Q2: not loaded; 2024Q3: 2,375 shares; 2024Q4: 2,398 shares; 2025Q1: 3,981 shares 3,981 $1.46M 0.32% +1,583 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 5,320 shares; 2024Q2: not loaded; 2024Q3: 2,593 shares; 2024Q4: 2,798 shares; 2025Q1: 2,831 shares 2,831 $1.46M 0.32% +33 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: 14,707 shares; 2025Q1: 19,707 shares 19,707 $1.42M 0.31% +5,000 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 12,020 shares; 2024Q2: not loaded; 2024Q3: 12,076 shares; 2024Q4: 12,076 shares; 2025Q1: 12,191 shares 12,191 $1.34M 0.29% +115 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: restricted; 2023Q4: not loaded; 2024Q1: 14,214 shares; 2024Q2: not loaded; 2024Q3: 20,443 shares; 2024Q4: 20,321 shares; 2025Q1: 20,728 shares 20,728 $1.28M 0.28% +407 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 7,163 shares; 2024Q2: not loaded; 2024Q3: 7,197 shares; 2024Q4: 7,269 shares; 2025Q1: 11,540 shares 11,540 $1.27M 0.28% +4,271 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 14,379 shares; 2024Q2: not loaded; 2024Q3: 15,764 shares; 2024Q4: 14,012 shares; 2025Q1: 12,997 shares 12,997 $1.21M 0.26% -1,015 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 12,420 shares; 2024Q2: not loaded; 2024Q3: 19,751 shares; 2024Q4: 20,126 shares; 2025Q1: 19,563 shares 19,563 $1.21M 0.26% -563 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 19,792 shares; 2024Q2: not loaded; 2024Q3: 22,063 shares; 2024Q4: 19,279 shares; 2025Q1: 11,716 shares 11,716 $1.2M 0.26% -7,563 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: 7,299 shares; 2024Q4: 23,281 shares; 2025Q1: 23,100 shares 23,100 $1.18M 0.26% -181 Timeline PARAMOUNT GLOBAL PARAMOUNT GLOBAL More: the full row for PARAMOUNT GLOBAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 96,677 shares; 2024Q2: not loaded; 2024Q3: 96,693 shares; 2024Q4: 96,701 shares; 2025Q1: 96,701 shares 96,701 $1.16M 0.25% 0 OPAD OFFERPAD SOLUTIONS INC More: the full row for OFFERPAD SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: 693,014 shares; 2025Q1: 693,014 shares 693,014 $1.15M 0.25% 0 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 4,615 shares; 2024Q2: not loaded; 2024Q3: 7,145 shares; 2024Q4: 6,638 shares; 2025Q1: 6,720 shares 6,720 $1.11M 0.24% +82 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 7,785 shares; 2024Q2: not loaded; 2024Q3: 7,853 shares; 2024Q4: 7,864 shares; 2025Q1: 8,176 shares 8,176 $1.08M 0.24% +312 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: restricted; 2023Q4: not loaded; 2024Q1: 7,777 shares; 2024Q2: not loaded; 2024Q3: 9,080 shares; 2024Q4: 11,305 shares; 2025Q1: 10,898 shares 10,898 $1.08M 0.23% -407 Timeline BOND 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: restricted; 2023Q4: not loaded; 2024Q1: 11,604 shares; 2024Q2: not loaded; 2024Q3: 11,825 shares; 2024Q4: 11,444 shares; 2025Q1: 11,283 shares 11,283 $1.04M 0.23% -161 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 4,361 shares; 2024Q2: not loaded; 2024Q3: 4,780 shares; 2024Q4: 4,534 shares; 2025Q1: 4,256 shares 4,256 $1.04M 0.23% -278 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 1,575 shares; 2024Q2: not loaded; 2024Q3: 1,599 shares; 2024Q4: 1,599 shares; 2025Q1: 1,498 shares 1,498 $1.02M 0.22% -101 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 1,833 shares; 2024Q2: not loaded; 2024Q3: 3,123 shares; 2024Q4: 3,031 shares; 2025Q1: 3,045 shares 3,045 $951K 0.21% +14 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 2,105 shares; 2024Q2: not loaded; 2024Q3: 6,363 shares; 2024Q4: 6,165 shares; 2025Q1: 6,188 shares 6,188 $950K 0.21% +23 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 3,768 shares; 2024Q2: not loaded; 2024Q3: 7,021 shares; 2024Q4: 8,109 shares; 2025Q1: 8,761 shares 8,761 $936K 0.2% +652 Timeline TNA DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 22,595 shares; 2024Q2: not loaded; 2024Q3: 23,602 shares; 2024Q4: 25,712 shares; 2025Q1: 31,853 shares 31,853 $932K 0.2% +6,141 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: 3,407 shares; 2024Q4: 3,397 shares; 2025Q1: 3,384 shares 3,384 $911K 0.2% -13 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: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: 66,532 shares; 2025Q1: 48,732 shares 48,732 $906K 0.2% -17,800 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 5,208 shares; 2024Q2: not loaded; 2024Q3: 3,402 shares; 2024Q4: 3,404 shares; 2025Q1: 7,931 shares 7,931 $876K 0.19% +4,527 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: restricted; 2023Q4: not loaded; 2024Q1: 6,385 shares; 2024Q2: not loaded; 2024Q3: 2,082 shares; 2024Q4: 2,284 shares; 2025Q1: 4,357 shares 4,357 $869K 0.19% +2,073 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 3,514 shares; 2024Q2: not loaded; 2024Q3: 3,897 shares; 2024Q4: 3,684 shares; 2025Q1: 3,164 shares 3,164 $849K 0.18% -520 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: restricted; 2023Q4: not loaded; 2024Q1: 5,668 shares; 2024Q2: not loaded; 2024Q3: 5,668 shares; 2024Q4: 5,630 shares; 2025Q1: 5,738 shares 5,738 $838K 0.18% +108 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 27,455 shares; 2024Q2: not loaded; 2024Q3: 35,613 shares; 2024Q4: 3,123 shares; 2025Q1: 3,099 shares 3,099 $821K 0.18% -24 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 1,650 shares; 2024Q2: not loaded; 2024Q3: 1,802 shares; 2024Q4: 1,806 shares; 2025Q1: 1,766 shares 1,766 $789K 0.17% -40 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 10,502 shares; 2024Q2: not loaded; 2024Q3: 10,607 shares; 2024Q4: 10,537 shares; 2025Q1: 10,807 shares 10,807 $771K 0.17% +270 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 7,870 shares; 2024Q2: not loaded; 2024Q3: 9,872 shares; 2024Q4: 9,878 shares; 2025Q1: 10,758 shares 10,758 $771K 0.17% +880 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 1,923 shares; 2024Q2: not loaded; 2024Q3: 1,737 shares; 2024Q4: 5,689 shares; 2025Q1: 5,897 shares 5,897 $756K 0.16% +208 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 4,227 shares; 2024Q2: not loaded; 2024Q3: 5,182 shares; 2024Q4: 4,403 shares; 2025Q1: 4,407 shares 4,407 $751K 0.16% +4 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 400 shares; 2024Q2: not loaded; 2024Q3: 406 shares; 2024Q4: 406 shares; 2025Q1: 406 shares 406 $749K 0.16% 0 Timeline GINN GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 13,421 shares; 2024Q2: not loaded; 2024Q3: 12,760 shares; 2024Q4: 12,804 shares; 2025Q1: 12,390 shares 12,390 $729K 0.16% -414 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: restricted; 2023Q4: not loaded; 2024Q1: 27,533 shares; 2024Q2: not loaded; 2024Q3: 30,031 shares; 2024Q4: 29,968 shares; 2025Q1: 28,679 shares 28,679 $727K 0.16% -1,289 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: restricted; 2023Q4: not loaded; 2024Q1: 7,447 shares; 2024Q2: not loaded; 2024Q3: 6,818 shares; 2024Q4: 6,426 shares; 2025Q1: 6,342 shares 6,342 $716K 0.16% -84 Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: 16,100 shares; 2025Q1: 100,500 shares 100,500 $715K 0.16% +84,400 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: restricted; 2023Q4: not loaded; 2024Q1: 10,497 shares; 2024Q2: not loaded; 2024Q3: 10,646 shares; 2024Q4: 9,565 shares; 2025Q1: 8,596 shares 8,596 $687K 0.15% -969 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 10,737 shares; 2024Q2: not loaded; 2024Q3: 10,932 shares; 2024Q4: 12,998 shares; 2025Q1: 14,422 shares 14,422 $654K 0.14% +1,424 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: 17,502 shares; 2024Q4: 17,502 shares; 2025Q1: 17,502 shares 17,502 $637K 0.14% 0 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: restricted; 2023Q4: not loaded; 2024Q1: 8,626 shares; 2024Q2: not loaded; 2024Q3: 7,679 shares; 2024Q4: 6,942 shares; 2025Q1: 6,841 shares 6,841 $619K 0.13% -101 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 7,717 shares; 2024Q2: not loaded; 2024Q3: 6,943 shares; 2024Q4: 6,501 shares; 2025Q1: 6,305 shares 6,305 $615K 0.13% -196 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: restricted; 2023Q4: not loaded; 2024Q1: 4,441 shares; 2024Q2: not loaded; 2024Q3: 4,655 shares; 2024Q4: 5,432 shares; 2025Q1: 5,571 shares 5,571 $613K 0.13% +139 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 3,070 shares; 2024Q2: not loaded; 2024Q3: 3,070 shares; 2024Q4: 3,034 shares; 2025Q1: 3,092 shares 3,092 $611K 0.13% +58 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 22,156 shares; 2024Q2: not loaded; 2024Q3: 11,005 shares; 2024Q4: 10,827 shares; 2025Q1: 6,138 shares 6,138 $602K 0.13% -4,689 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 6,833 shares; 2024Q2: not loaded; 2024Q3: 7,944 shares; 2024Q4: 7,142 shares; 2025Q1: 6,903 shares 6,903 $600K 0.13% -239 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 2,798 shares; 2024Q2: not loaded; 2024Q3: 4,034 shares; 2024Q4: 3,214 shares; 2025Q1: 3,553 shares 3,553 $594K 0.13% +339 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: 3,386 shares; 2025Q1: 6,994 shares 6,994 $590K 0.13% +3,608 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 14,935 shares; 2024Q2: not loaded; 2024Q3: 14,862 shares; 2024Q4: 14,862 shares; 2025Q1: 15,881 shares 15,881 $566K 0.12% +1,019 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 6,763 shares; 2024Q2: not loaded; 2024Q3: 6,763 shares; 2024Q4: 6,763 shares; 2025Q1: 6,897 shares 6,897 $563K 0.12% +134 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares 1,000 $550K 0.12% 0 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: restricted; 2023Q4: not loaded; 2024Q1: 7,346 shares; 2024Q2: not loaded; 2024Q3: 7,330 shares; 2024Q4: 6,805 shares; 2025Q1: 6,248 shares 6,248 $543K 0.12% -557 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: restricted; 2023Q4: not loaded; 2024Q1: 4,021 shares; 2024Q2: not loaded; 2024Q3: 4,021 shares; 2024Q4: 3,967 shares; 2025Q1: 4,044 shares 4,044 $530K 0.12% +77 Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 54,625 shares; 2024Q2: not loaded; 2024Q3: 53,886 shares; 2024Q4: 54,018 shares; 2025Q1: 49,028 shares 49,028 $517K 0.11% -4,990 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: 8,004 shares; 2024Q4: 9,048 shares; 2025Q1: 10,094 shares 10,094 $506K 0.11% +1,046 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 695 shares; 2024Q2: not loaded; 2024Q3: 891 shares; 2024Q4: 891 shares; 2025Q1: 964 shares 964 $505K 0.11% +73 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: restricted; 2023Q4: not loaded; 2024Q1: 492 shares; 2024Q2: not loaded; 2024Q3: 549 shares; 2024Q4: 750 shares; 2025Q1: 917 shares 917 $503K 0.11% +167 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: restricted; 2023Q4: not loaded; 2024Q1: 7,679 shares; 2024Q2: not loaded; 2024Q3: 7,569 shares; 2024Q4: 7,335 shares; 2025Q1: 7,013 shares 7,013 $498K 0.11% -322 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: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: 3,043 shares; 2024Q4: 3,003 shares; 2025Q1: 3,540 shares 3,540 $495K 0.11% +537 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: restricted; 2023Q4: not loaded; 2024Q1: 3,383 shares; 2024Q2: not loaded; 2024Q3: 3,173 shares; 2024Q4: 3,177 shares; 2025Q1: 3,180 shares 3,180 $480K 0.1% +3 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: restricted; 2023Q4: not loaded; 2024Q1: 4,123 shares; 2024Q2: not loaded; 2024Q3: 4,344 shares; 2024Q4: 4,349 shares; 2025Q1: 5,100 shares 5,100 $478K 0.1% +751 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: 9,469 shares; 2024Q4: 9,491 shares; 2025Q1: 9,565 shares 9,565 $477K 0.1% +74 Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 7,072 shares; 2024Q2: not loaded; 2024Q3: 5,619 shares; 2024Q4: 4,609 shares; 2025Q1: 3,862 shares 3,862 $472K 0.1% -747 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: restricted; 2023Q4: not loaded; 2024Q1: 5,085 shares; 2024Q2: not loaded; 2024Q3: 6,748 shares; 2024Q4: 5,813 shares; 2025Q1: 4,559 shares 4,559 $459K 0.1% -1,254 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 1,445 shares; 2024Q2: not loaded; 2024Q3: 1,469 shares; 2024Q4: 1,433 shares; 2025Q1: 1,383 shares 1,383 $456K 0.1% -50 Timeline TQQQ 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: restricted; 2023Q4: not loaded; 2024Q1: 4,103 shares; 2024Q2: not loaded; 2024Q3: 4,015 shares; 2024Q4: 4,015 shares; 2025Q1: 7,942 shares 7,942 $455K 0.1% +3,927 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 5,913 shares; 2024Q2: not loaded; 2024Q3: 5,178 shares; 2024Q4: 5,178 shares; 2025Q1: 5,887 shares 5,887 $445K 0.1% +709 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 2,112 shares; 2024Q2: not loaded; 2024Q3: 2,269 shares; 2024Q4: 2,274 shares; 2025Q1: 1,785 shares 1,785 $444K 0.1% -489 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 4,255 shares; 2024Q2: not loaded; 2024Q3: 3,965 shares; 2024Q4: 4,265 shares; 2025Q1: 4,626 shares 4,626 $443K 0.1% +361 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: 11,002 shares; 2024Q4: 11,002 shares; 2025Q1: 11,002 shares 11,002 $433K 0.09% 0 Timeline FNGG DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 2,598 shares; 2024Q2: not loaded; 2024Q3: 3,904 shares; 2024Q4: 3,954 shares; 2025Q1: 3,226 shares 3,226 $430K 0.09% -728 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 2,083 shares; 2024Q2: not loaded; 2024Q3: 2,995 shares; 2024Q4: 3,200 shares; 2025Q1: 3,131 shares 3,131 $426K 0.09% -69 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 9,906 shares; 2024Q2: not loaded; 2024Q3: 7,821 shares; 2024Q4: 7,272 shares; 2025Q1: 6,691 shares 6,691 $425K 0.09% -581 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: 6,960 shares; 2024Q4: 6,960 shares; 2025Q1: 8,810 shares 8,810 $412K 0.09% +1,850 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 2,112 shares; 2024Q2: not loaded; 2024Q3: 19,341 shares; 2024Q4: 19,389 shares; 2025Q1: 3,894 shares 3,894 $409K 0.09% -15,495 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: restricted; 2023Q4: not loaded; 2024Q1: 99 shares; 2024Q2: not loaded; 2024Q3: 8,799 shares; 2024Q4: 6,799 shares; 2025Q1: 7,999 shares 7,999 $402K 0.09% +1,200 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: 1,559 shares; 2024Q4: 1,559 shares; 2025Q1: 1,559 shares 1,559 $401K 0.09% 0 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: restricted; 2023Q4: not loaded; 2024Q1: 3,573 shares; 2024Q2: not loaded; 2024Q3: 3,400 shares; 2024Q4: 3,476 shares; 2025Q1: 3,482 shares 3,482 $389K 0.08% +6 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 402 shares 402 $380K 0.08% new Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 3,466 shares; 2024Q2: not loaded; 2024Q3: 2,360 shares; 2024Q4: 2,360 shares; 2025Q1: 2,211 shares 2,211 $377K 0.08% -149 Timeline CHH CHOICE HOTELS INTL INC More: the full row for CHOICE HOTELS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 3,110 shares; 2024Q2: not loaded; 2024Q3: 3,110 shares; 2024Q4: 3,110 shares; 2025Q1: 2,735 shares 2,735 $363K 0.08% -375 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 3,055 shares; 2024Q2: not loaded; 2024Q3: 3,117 shares; 2024Q4: 3,072 shares; 2025Q1: 3,022 shares 3,022 $353K 0.08% -50 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 1,592 shares; 2024Q2: not loaded; 2024Q3: 1,625 shares; 2024Q4: 1,631 shares; 2025Q1: 1,558 shares 1,558 $339K 0.07% -73 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 1,532 shares; 2024Q2: not loaded; 2024Q3: 1,535 shares; 2024Q4: 1,486 shares; 2025Q1: 1,214 shares 1,214 $329K 0.07% -272 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 6,134 shares; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: 5,281 shares; 2025Q1: 5,281 shares 5,281 $326K 0.07% 0 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: 8,400 shares; 2025Q1: 8,400 shares 8,400 $322K 0.07% 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: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: 5,120 shares; 2024Q4: 5,060 shares; 2025Q1: 5,096 shares 5,096 $311K 0.07% +36 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 4,235 shares; 2024Q2: not loaded; 2024Q3: 4,235 shares; 2024Q4: 4,523 shares; 2025Q1: 5,276 shares 5,276 $308K 0.07% +753 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: restricted; 2023Q4: not loaded; 2024Q1: 735 shares; 2024Q2: not loaded; 2024Q3: 762 shares; 2024Q4: 762 shares; 2025Q1: 762 shares 762 $304K 0.07% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: 376 shares; 2024Q4: 460 shares; 2025Q1: 561 shares 561 $304K 0.07% +101 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 432 shares; 2024Q2: not loaded; 2024Q3: 400 shares; 2024Q4: 372 shares; 2025Q1: 372 shares 372 $303K 0.07% 0 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: restricted; 2023Q4: not loaded; 2024Q1: 3,587 shares; 2024Q2: not loaded; 2024Q3: 3,787 shares; 2024Q4: 3,787 shares; 2025Q1: 3,801 shares 3,801 $300K 0.07% +14 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: 3,735 shares; 2025Q1: 2,792 shares 2,792 $294K 0.06% -943 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 2,316 shares; 2024Q2: not loaded; 2024Q3: 2,316 shares; 2024Q4: 2,316 shares; 2025Q1: 2,316 shares 2,316 $294K 0.06% 0 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,000 shares 8,000 $292K 0.06% new Timeline CART MAPLEBEAR INC More: the full row for MAPLEBEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: 5,253 shares; 2024Q4: 7,300 shares; 2025Q1: 7,300 shares 7,300 $291K 0.06% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 2,396 shares; 2024Q2: not loaded; 2024Q3: 3,096 shares; 2024Q4: 2,992 shares; 2025Q1: 2,773 shares 2,773 $289K 0.06% -219 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,677 shares 3,677 $285K 0.06% new Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 2,510 shares; 2024Q2: not loaded; 2024Q3: 2,310 shares; 2024Q4: 2,211 shares; 2025Q1: 2,209 shares 2,209 $285K 0.06% -2 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 1,016 shares; 2024Q2: not loaded; 2024Q3: 1,032 shares; 2024Q4: 1,032 shares; 2025Q1: 1,032 shares 1,032 $280K 0.06% 0 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: 4,109 shares; 2024Q4: 3,397 shares; 2025Q1: 3,954 shares 3,954 $280K 0.06% +557 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: restricted; 2023Q4: not loaded; 2024Q1: 2,797 shares; 2024Q2: not loaded; 2024Q3: 2,797 shares; 2024Q4: 2,797 shares; 2025Q1: 2,854 shares 2,854 $275K 0.06% +57 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: restricted; 2023Q4: not loaded; 2024Q1: 719 shares; 2024Q2: not loaded; 2024Q3: 527 shares; 2024Q4: 527 shares; 2025Q1: 527 shares 527 $270K 0.06% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: 1,990 shares; 2024Q4: 1,986 shares; 2025Q1: 1,791 shares 1,791 $263K 0.06% -195 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,291 shares 9,291 $263K 0.06% new Timeline LDUR 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: restricted; 2023Q4: not loaded; 2024Q1: 4,814 shares; 2024Q2: not loaded; 2024Q3: 4,773 shares; 2024Q4: 2,932 shares; 2025Q1: 2,669 shares 2,669 $256K 0.06% -263 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 1,050 shares; 2024Q2: not loaded; 2024Q3: 1,097 shares; 2024Q4: 1,097 shares; 2025Q1: 1,072 shares 1,072 $255K 0.06% -25 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 20,178 shares; 2024Q2: not loaded; 2024Q3: 20,178 shares; 2024Q4: 20,178 shares; 2025Q1: 20,178 shares 20,178 $254K 0.06% 0 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 425 shares 425 $251K 0.05% new Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: 718 shares; 2024Q4: 1,467 shares; 2025Q1: 1,457 shares 1,457 $249K 0.05% -10 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: restricted; 2023Q4: not loaded; 2024Q1: 11,639 shares; 2024Q2: not loaded; 2024Q3: 4,382 shares; 2024Q4: 4,823 shares; 2025Q1: 4,825 shares 4,825 $245K 0.05% +2 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: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: 849 shares; 2024Q4: 1,049 shares; 2025Q1: 1,049 shares 1,049 $245K 0.05% 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: restricted; 2023Q4: not loaded; 2024Q1: 1,565 shares; 2024Q2: not loaded; 2024Q3: 15,233 shares; 2024Q4: 1,410 shares; 2025Q1: 1,668 shares 1,668 $244K 0.05% +258 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 1,049 shares; 2024Q2: not loaded; 2024Q3: 1,034 shares; 2024Q4: 1,034 shares; 2025Q1: 1,034 shares 1,034 $239K 0.05% 0 Timeline WAL WESTERN ALLIANCE BANCORP More: the full row for WESTERN ALLIANCE BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: 2,420 shares; 2024Q4: not reported; 2025Q1: 3,089 shares 3,089 $237K 0.05% new Timeline DOCN DIGITALOCEAN HLDGS INC More: the full row for DIGITALOCEAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: 7,138 shares; 2024Q4: 7,100 shares; 2025Q1: 7,100 shares 7,100 $237K 0.05% 0 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: 10,873 shares; 2024Q4: 10,668 shares; 2025Q1: 10,539 shares 10,539 $234K 0.05% -129 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 3,614 shares; 2024Q2: not loaded; 2024Q3: 4,077 shares; 2024Q4: 3,488 shares; 2025Q1: 3,028 shares 3,028 $231K 0.05% -460 Timeline AVXL ANAVEX LIFE SCIENCES CORP More: the full row for ANAVEX LIFE SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: 26,000 shares; 2025Q1: 26,000 shares 26,000 $223K 0.05% 0 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 3,187 shares; 2024Q2: not loaded; 2024Q3: 2,412 shares; 2024Q4: 2,412 shares; 2025Q1: 2,412 shares 2,412 $223K 0.05% 0 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: 3,704 shares; 2024Q4: 3,708 shares; 2025Q1: 3,711 shares 3,711 $222K 0.05% +3 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,655 shares 1,655 $219K 0.05% new Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 337 shares; 2024Q2: not loaded; 2024Q3: 356 shares; 2024Q4: not reported; 2025Q1: 439 shares 439 $218K 0.05% new Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: 713 shares; 2024Q4: 713 shares; 2025Q1: 713 shares 713 $218K 0.05% 0 Timeline APLE APPLE HOSPITALITY REIT INC More: the full row for APPLE HOSPITALITY REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 19,413 shares; 2024Q2: not loaded; 2024Q3: 19,137 shares; 2024Q4: 17,911 shares; 2025Q1: 16,809 shares 16,809 $217K 0.05% -1,102 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: 6,441 shares; 2025Q1: 6,412 shares 6,412 $215K 0.05% -29 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,900 shares 2,900 $210K 0.05% new Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: 1,955 shares; 2025Q1: 2,000 shares 2,000 $210K 0.05% +45 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: 754 shares; 2024Q4: 754 shares; 2025Q1: 754 shares 754 $207K 0.04% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 662 shares 662 $203K 0.04% new 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: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: 4,013 shares; 2024Q4: 4,013 shares; 2025Q1: 4,013 shares 4,013 $201K 0.04% 0 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: 19,000 shares; 2025Q1: 30,900 shares 30,900 $186K 0.04% +11,900 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: restricted; 2023Q4: not loaded; 2024Q1: 14,226 shares; 2024Q2: not loaded; 2024Q3: 14,179 shares; 2024Q4: 16,042 shares; 2025Q1: 16,061 shares 16,061 $161K 0.03% +19 Timeline NCA NUVEEN CALIFORNIA MUNI VLU F More: the full row for NUVEEN CALIFORNIA MUNI VLU F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 10,200 shares; 2024Q2: not loaded; 2024Q3: 10,700 shares; 2024Q4: 10,700 shares; 2025Q1: 11,700 shares 11,700 $101K 0.02% +1,000 Timeline POWW OUTDOOR HOLDING CO More: the full row for OUTDOOR HOLDING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: 40,179 shares; 2024Q4: 40,179 shares; 2025Q1: 40,179 shares 40,179 $55.4K 0.01% 0 Timeline NAT NORDIC AMERICAN TANKERS LIMI More: the full row for NORDIC AMERICAN TANKERS LIMI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,003 shares 20,003 $49.2K 0.01% new Timeline BRISTOL-MYERS SQUIBB CO BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: 20,000 shares; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares 20,000 $1K <0.01% 0