AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,515 shares; 2024Q4: 66,309 shares; 2025Q1: 65,929 shares; 2025Q2: 64,552 shares; 2025Q3: 62,697 shares; 2025Q4: 56,927 shares 56,927 $15.5M 5.38% -5,770 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,709 shares; 2024Q4: 17,882 shares; 2025Q1: 18,826 shares; 2025Q2: 18,872 shares; 2025Q3: 18,804 shares; 2025Q4: 18,554 shares 18,554 $12.7M 4.42% -250 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,638 shares; 2024Q4: 128,716 shares; 2025Q1: 136,892 shares; 2025Q2: 138,561 shares; 2025Q3: 128,964 shares; 2025Q4: 139,375 shares 139,375 $12.1M 4.23% +10,411 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,792 shares; 2024Q4: 20,800 shares; 2025Q1: 21,061 shares; 2025Q2: 20,938 shares; 2025Q3: 20,835 shares; 2025Q4: 20,730 shares 20,730 $10M 3.49% -105 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,520 shares; 2024Q4: 26,314 shares; 2025Q1: 27,126 shares; 2025Q2: 28,245 shares; 2025Q3: 28,274 shares; 2025Q4: 27,818 shares 27,818 $9.33M 3.24% -456 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,260 shares; 2024Q4: 54,765 shares; 2025Q1: 54,828 shares; 2025Q2: 55,203 shares; 2025Q3: 50,385 shares; 2025Q4: 49,465 shares 49,465 $9.23M 3.21% -920 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,074 shares; 2024Q4: 48,567 shares; 2025Q1: 49,249 shares; 2025Q2: 49,548 shares; 2025Q3: 47,717 shares; 2025Q4: 47,412 shares 47,412 $8.43M 2.93% -305 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,379 shares; 2024Q4: 55,327 shares; 2025Q1: 55,881 shares; 2025Q2: 57,651 shares; 2025Q3: 58,647 shares; 2025Q4: 58,666 shares 58,666 $8.28M 2.88% +19 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,381 shares; 2024Q4: 43,678 shares; 2025Q1: 43,048 shares; 2025Q2: 43,050 shares; 2025Q3: 43,116 shares; 2025Q4: 43,142 shares 43,142 $6.19M 2.15% +26 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,689 shares; 2024Q4: 14,270 shares; 2025Q1: 14,908 shares; 2025Q2: 14,492 shares; 2025Q3: 14,851 shares; 2025Q4: 14,648 shares 14,648 $5.81M 2.02% -203 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,961 shares; 2024Q4: 140,317 shares; 2025Q1: 141,481 shares; 2025Q2: 148,556 shares; 2025Q3: 147,263 shares; 2025Q4: 145,945 shares 145,945 $5.76M 2% -1,318 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,033 shares; 2024Q4: 35,560 shares; 2025Q1: 36,290 shares; 2025Q2: 37,225 shares; 2025Q3: 38,511 shares; 2025Q4: 38,428 shares 38,428 $5.71M 1.99% -83 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,915 shares; 2024Q4: 62,065 shares; 2025Q1: 60,987 shares; 2025Q2: 57,111 shares; 2025Q3: 56,299 shares; 2025Q4: 55,424 shares 55,424 $5.37M 1.87% -875 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,614 shares; 2024Q4: 15,623 shares; 2025Q1: 15,670 shares; 2025Q2: 15,718 shares; 2025Q3: 13,672 shares; 2025Q4: 14,348 shares 14,348 $4.49M 1.56% +676 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 163,366 shares; 2024Q4: 163,076 shares; 2025Q1: 157,033 shares; 2025Q2: 157,437 shares; 2025Q3: 152,793 shares; 2025Q4: 150,143 shares 150,143 $4.13M 1.44% -2,650 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,710 shares; 2024Q4: 3,689 shares; 2025Q1: 3,692 shares; 2025Q2: 3,716 shares; 2025Q3: 3,688 shares; 2025Q4: 3,693 shares 3,693 $3.97M 1.38% +5 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 65,306 shares; 2025Q3: 75,055 shares; 2025Q4: 75,674 shares 75,674 $3.85M 1.34% +619 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,568 shares; 2024Q4: 28,546 shares; 2025Q1: 31,703 shares; 2025Q2: 32,944 shares; 2025Q3: 34,785 shares; 2025Q4: 36,745 shares 36,745 $3.67M 1.28% +1,960 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,348 shares; 2024Q4: 10,890 shares; 2025Q1: 10,317 shares; 2025Q2: 10,367 shares; 2025Q3: 10,903 shares; 2025Q4: 10,378 shares 10,378 $3.59M 1.25% -525 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,177 shares; 2024Q4: 62,792 shares; 2025Q1: 73,306 shares; 2025Q2: 75,850 shares; 2025Q3: 80,760 shares; 2025Q4: 82,377 shares 82,377 $3.4M 1.18% +1,617 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,165 shares; 2024Q4: 10,116 shares; 2025Q1: 10,365 shares; 2025Q2: 10,326 shares; 2025Q3: 10,339 shares; 2025Q4: 10,204 shares 10,204 $3.2M 1.11% -135 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,760 shares; 2024Q4: 25,770 shares; 2025Q1: 26,461 shares; 2025Q2: 26,188 shares; 2025Q3: 25,679 shares; 2025Q4: 25,588 shares 25,588 $3.08M 1.07% -91 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,804 shares; 2024Q4: 12,739 shares; 2025Q1: 12,639 shares; 2025Q2: 12,684 shares; 2025Q3: 12,833 shares; 2025Q4: 12,942 shares 12,942 $2.99M 1.04% +109 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,523 shares; 2024Q4: 30,223 shares; 2025Q1: 32,659 shares; 2025Q2: 33,691 shares; 2025Q3: 35,569 shares; 2025Q4: 37,192 shares 37,192 $2.9M 1.01% +1,623 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,945 shares; 2024Q4: 4,900 shares; 2025Q1: 5,022 shares; 2025Q2: 5,012 shares; 2025Q3: 5,007 shares; 2025Q4: 4,997 shares 4,997 $2.84M 0.99% -10 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,809 shares; 2024Q4: 20,241 shares; 2025Q1: 20,658 shares; 2025Q2: 21,707 shares; 2025Q3: 22,825 shares; 2025Q4: 23,321 shares 23,321 $2.84M 0.99% +496 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,228 shares; 2024Q4: 8,185 shares; 2025Q1: 8,165 shares; 2025Q2: 8,737 shares; 2025Q3: 8,697 shares; 2025Q4: 8,326 shares 8,326 $2.68M 0.93% -371 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,288 shares; 2024Q4: 78,153 shares; 2025Q1: 78,163 shares; 2025Q2: 80,591 shares; 2025Q3: 80,050 shares; 2025Q4: 79,003 shares 79,003 $2.61M 0.91% -1,047 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 221,953 shares; 2024Q4: 224,305 shares; 2025Q1: 226,046 shares; 2025Q2: 102,260 shares; 2025Q3: 102,890 shares; 2025Q4: 100,779 shares 100,779 $2.5M 0.87% -2,111 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,286 shares; 2024Q4: 3,240 shares; 2025Q1: 3,236 shares; 2025Q2: 3,231 shares; 2025Q3: 3,226 shares; 2025Q4: 3,167 shares 3,167 $2.39M 0.83% -59 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 76,210 shares; 2025Q1: 95,660 shares; 2025Q2: 94,560 shares; 2025Q3: 94,660 shares; 2025Q4: 95,310 shares 95,310 $2.34M 0.81% +650 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,337 shares; 2024Q4: 4,372 shares; 2025Q1: 4,470 shares; 2025Q2: 4,767 shares; 2025Q3: 4,747 shares; 2025Q4: 4,734 shares 4,734 $2.22M 0.77% -13 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,561 shares; 2024Q4: 3,522 shares; 2025Q1: 3,511 shares; 2025Q2: 3,451 shares; 2025Q3: 3,537 shares; 2025Q4: 3,572 shares 3,572 $2.19M 0.76% +35 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,191 shares; 2024Q4: 10,168 shares; 2025Q1: 9,969 shares; 2025Q2: 9,975 shares; 2025Q3: 10,215 shares; 2025Q4: 10,300 shares 10,300 $2.13M 0.74% +85 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,057 shares; 2024Q4: 22,408 shares; 2025Q1: 22,189 shares; 2025Q2: 21,815 shares; 2025Q3: 23,056 shares; 2025Q4: 22,452 shares 22,452 $2.05M 0.71% -604 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,492 shares; 2024Q4: 26,577 shares; 2025Q1: 26,276 shares; 2025Q2: 25,685 shares; 2025Q3: 25,696 shares; 2025Q4: 24,525 shares 24,525 $1.97M 0.68% -1,171 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,697 shares; 2024Q4: 34,711 shares; 2025Q1: 34,700 shares; 2025Q2: 34,570 shares; 2025Q3: 34,178 shares; 2025Q4: 33,117 shares 33,117 $1.82M 0.63% -1,061 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,198 shares; 2024Q4: 5,062 shares; 2025Q1: 5,088 shares; 2025Q2: 5,099 shares; 2025Q3: 5,549 shares; 2025Q4: 5,975 shares 5,975 $1.77M 0.62% +426 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,518 shares; 2024Q4: 46,234 shares; 2025Q1: 42,268 shares; 2025Q2: 42,728 shares; 2025Q3: 43,419 shares; 2025Q4: 42,677 shares 42,677 $1.74M 0.6% -742 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,785 shares; 2024Q4: 4,747 shares; 2025Q1: 4,857 shares; 2025Q2: 5,791 shares; 2025Q3: 5,261 shares; 2025Q4: 5,081 shares 5,081 $1.57M 0.54% -180 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,940 shares; 2024Q4: 48,190 shares; 2025Q1: 47,960 shares; 2025Q2: 48,260 shares; 2025Q3: 83,992 shares; 2025Q4: 79,695 shares 79,695 $1.54M 0.54% -4,297 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,480 shares; 2024Q4: 49,667 shares; 2025Q1: 54,720 shares; 2025Q2: 55,833 shares; 2025Q3: 52,907 shares; 2025Q4: 61,018 shares 61,018 $1.52M 0.53% +8,111 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,305 shares; 2024Q4: 26,262 shares; 2025Q1: 32,207 shares; 2025Q2: 32,207 shares; 2025Q3: 36,467 shares; 2025Q4: 30,577 shares 30,577 $1.52M 0.53% -5,890 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,922 shares; 2024Q4: 7,013 shares; 2025Q1: 7,019 shares; 2025Q2: 6,491 shares; 2025Q3: 6,496 shares; 2025Q4: 6,501 shares 6,501 $1.49M 0.52% +5 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,368 shares; 2024Q4: 18,368 shares; 2025Q1: 18,368 shares; 2025Q2: 17,858 shares; 2025Q3: 17,868 shares; 2025Q4: 17,768 shares 17,768 $1.44M 0.5% -100 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 38,815 shares 38,815 $1.43M 0.5% new Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,477 shares; 2025Q3: 11,383 shares; 2025Q4: 11,577 shares 11,577 $1.38M 0.48% +194 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,236 shares; 2024Q4: 9,236 shares; 2025Q1: 9,489 shares; 2025Q2: 9,182 shares; 2025Q3: 8,982 shares; 2025Q4: 9,193 shares 9,193 $1.32M 0.46% +211 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,574 shares; 2024Q4: 9,519 shares; 2025Q1: 9,724 shares; 2025Q2: 9,744 shares; 2025Q3: 9,716 shares; 2025Q4: 9,781 shares 9,781 $1.31M 0.45% +65 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,605 shares; 2024Q4: 14,587 shares; 2025Q1: 14,331 shares; 2025Q2: 13,879 shares; 2025Q3: 12,154 shares; 2025Q4: 11,504 shares 11,504 $1.28M 0.45% -650 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,453 shares; 2024Q4: 12,464 shares; 2025Q1: 12,383 shares; 2025Q2: 13,002 shares; 2025Q3: 13,147 shares; 2025Q4: 13,397 shares 13,397 $1.26M 0.44% +250 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,275 shares; 2024Q4: 11,404 shares; 2025Q1: 11,359 shares; 2025Q2: 11,264 shares; 2025Q3: 11,886 shares; 2025Q4: 11,454 shares 11,454 $1.21M 0.42% -432 Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,645 shares; 2024Q4: 22,505 shares; 2025Q1: 24,133 shares; 2025Q2: 24,631 shares; 2025Q3: 25,216 shares; 2025Q4: 26,390 shares 26,390 $1.2M 0.42% +1,174 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,886 shares; 2024Q4: 7,856 shares; 2025Q1: 7,332 shares; 2025Q2: 7,333 shares; 2025Q3: 7,880 shares; 2025Q4: 7,881 shares 7,881 $1.2M 0.42% +1 Timeline MLRG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,811 shares; 2024Q4: 12,808 shares; 2025Q1: 12,699 shares; 2025Q2: 12,630 shares; 2025Q3: 12,548 shares; 2025Q4: 12,555 shares 12,555 $1.18M 0.41% +7 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,049 shares; 2024Q4: 2,049 shares; 2025Q1: 2,049 shares; 2025Q2: 2,049 shares; 2025Q3: 2,050 shares; 2025Q4: 2,050 shares 2,050 $1.17M 0.41% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,188 shares; 2024Q4: 1,227 shares; 2025Q1: 1,354 shares; 2025Q2: 1,132 shares; 2025Q3: 1,377 shares; 2025Q4: 1,860 shares 1,860 $1.17M 0.41% +483 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,125 shares; 2025Q1: 10,125 shares; 2025Q2: 10,125 shares; 2025Q3: 17,886 shares; 2025Q4: 17,886 shares 17,886 $1.15M 0.4% 0 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,155 shares; 2024Q4: 2,933 shares; 2025Q1: 3,042 shares; 2025Q2: 3,266 shares; 2025Q3: 3,262 shares; 2025Q4: 3,192 shares 3,192 $1.12M 0.39% -70 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,059 shares; 2025Q4: 23,109 shares 23,109 $1.11M 0.39% +3,050 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,774 shares; 2024Q4: 107,724 shares; 2025Q1: 115,169 shares; 2025Q2: 111,620 shares; 2025Q3: 109,845 shares; 2025Q4: 107,445 shares 107,445 $1.07M 0.37% -2,400 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,684 shares; 2024Q4: 11,429 shares; 2025Q1: 11,532 shares; 2025Q2: 11,536 shares; 2025Q3: 11,710 shares; 2025Q4: 14,490 shares 14,490 $1.01M 0.35% +2,780 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,089 shares; 2024Q4: 6,287 shares; 2025Q1: 6,755 shares; 2025Q2: 6,951 shares; 2025Q3: 7,244 shares; 2025Q4: 7,374 shares 7,374 $951K 0.33% +130 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,521 shares; 2024Q4: 14,707 shares; 2025Q1: 15,228 shares; 2025Q2: 15,037 shares; 2025Q3: 16,439 shares; 2025Q4: 15,251 shares 15,251 $914K 0.32% -1,188 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,633 shares; 2024Q4: 3,705 shares; 2025Q1: 3,639 shares; 2025Q2: 3,630 shares; 2025Q3: 2,950 shares; 2025Q4: 2,925 shares 2,925 $894K 0.31% -25 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,001 shares; 2024Q4: 6,237 shares; 2025Q1: 6,851 shares; 2025Q2: 7,269 shares; 2025Q3: 7,747 shares; 2025Q4: 7,914 shares 7,914 $858K 0.3% +167 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,143 shares; 2024Q4: 1,006 shares; 2025Q1: 1,017 shares; 2025Q2: 1,250 shares; 2025Q3: 1,295 shares; 2025Q4: 1,285 shares 1,285 $840K 0.29% -10 Timeline LNKB LINKBANCORP INC More: the full row for LINKBANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,044 shares; 2024Q4: 99,044 shares; 2025Q1: 99,044 shares; 2025Q2: 99,044 shares; 2025Q3: 99,044 shares; 2025Q4: 99,044 shares 99,044 $818K 0.28% 0 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,558 shares; 2024Q4: 11,558 shares; 2025Q1: 11,561 shares; 2025Q2: 11,388 shares; 2025Q3: 10,715 shares; 2025Q4: 10,617 shares 10,617 $818K 0.28% -98 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,998 shares; 2024Q4: 4,998 shares; 2025Q1: 4,998 shares; 2025Q2: 5,063 shares; 2025Q3: 5,063 shares; 2025Q4: 5,064 shares 5,064 $778K 0.27% +1 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,437 shares; 2024Q4: 1,438 shares; 2025Q1: 1,287 shares; 2025Q2: 1,340 shares; 2025Q3: 1,324 shares; 2025Q4: 1,324 shares 1,324 $759K 0.26% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,346 shares; 2024Q4: 26,630 shares; 2025Q1: 26,748 shares; 2025Q2: 26,748 shares; 2025Q3: 26,461 shares; 2025Q4: 25,254 shares 25,254 $755K 0.26% -1,207 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,403 shares; 2024Q4: 2,388 shares; 2025Q1: 2,367 shares; 2025Q2: 2,367 shares; 2025Q3: 2,246 shares; 2025Q4: 2,184 shares 2,184 $751K 0.26% -62 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,816 shares; 2024Q4: 25,146 shares; 2025Q1: 22,933 shares; 2025Q2: 17,065 shares; 2025Q3: 17,616 shares; 2025Q4: 15,828 shares 15,828 $720K 0.25% -1,788 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 817 shares; 2024Q4: 841 shares; 2025Q1: 998 shares; 2025Q2: 1,060 shares; 2025Q3: 1,045 shares; 2025Q4: 1,034 shares 1,034 $705K 0.25% -11 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,712 shares; 2024Q4: 6,712 shares; 2025Q1: 6,712 shares; 2025Q2: 6,512 shares; 2025Q3: 6,013 shares; 2025Q4: 6,013 shares 6,013 $705K 0.25% 0 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,518 shares; 2024Q4: 7,525 shares; 2025Q1: 7,582 shares; 2025Q2: 7,725 shares; 2025Q3: 7,800 shares; 2025Q4: 7,807 shares 7,807 $698K 0.24% +7 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,416 shares; 2024Q4: 7,417 shares; 2025Q1: 6,952 shares; 2025Q2: 6,904 shares; 2025Q3: 6,949 shares; 2025Q4: 5,840 shares 5,840 $681K 0.24% -1,109 Timeline BBIO BRIDGEBIO PHARMA INC More: the full row for BRIDGEBIO PHARMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,680 shares; 2024Q4: 7,545 shares; 2025Q1: 8,980 shares; 2025Q2: 8,500 shares; 2025Q3: 8,900 shares; 2025Q4: 8,900 shares 8,900 $681K 0.24% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 799 shares; 2024Q4: 799 shares; 2025Q1: 794 shares; 2025Q2: 794 shares; 2025Q3: 782 shares; 2025Q4: 779 shares 779 $672K 0.23% -3 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,848 shares; 2025Q4: 3,083 shares 3,083 $669K 0.23% +235 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,844 shares; 2024Q4: 1,844 shares; 2025Q1: 2,020 shares; 2025Q2: 2,120 shares; 2025Q3: 1,877 shares; 2025Q4: 1,873 shares 1,873 $662K 0.23% -4 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,101 shares; 2024Q4: 4,890 shares; 2025Q1: 4,895 shares; 2025Q2: 5,304 shares; 2025Q3: 5,725 shares; 2025Q4: 5,642 shares 5,642 $642K 0.22% -83 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,147 shares; 2024Q4: 2,142 shares; 2025Q1: 2,255 shares; 2025Q2: 2,211 shares; 2025Q3: 2,219 shares; 2025Q4: 2,224 shares 2,224 $640K 0.22% +5 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,945 shares; 2024Q4: 1,896 shares; 2025Q1: 1,896 shares; 2025Q2: 1,890 shares; 2025Q3: 1,890 shares; 2025Q4: 1,890 shares 1,890 $638K 0.22% 0 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,705 shares; 2024Q4: 8,707 shares; 2025Q1: 8,937 shares; 2025Q2: 8,906 shares; 2025Q3: 9,590 shares; 2025Q4: 11,191 shares 11,191 $634K 0.22% +1,601 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,076 shares; 2024Q4: 987 shares; 2025Q1: 987 shares; 2025Q2: 988 shares; 2025Q3: 988 shares; 2025Q4: 2,143 shares 2,143 $629K 0.22% +1,155 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,348 shares; 2024Q4: 4,120 shares; 2025Q1: 4,120 shares; 2025Q2: 3,825 shares; 2025Q3: 3,825 shares; 2025Q4: 3,825 shares 3,825 $623K 0.22% 0 Timeline ABUS ARBUTUS BIOPHARMA CORP More: the full row for ARBUTUS BIOPHARMA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,520 shares; 2024Q4: 61,020 shares; 2025Q1: 96,420 shares; 2025Q2: 104,920 shares; 2025Q3: 112,820 shares; 2025Q4: 127,870 shares 127,870 $615K 0.21% +15,050 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,925 shares; 2024Q4: 13,925 shares; 2025Q1: 14,460 shares; 2025Q2: 14,560 shares; 2025Q3: 14,560 shares; 2025Q4: 14,595 shares 14,595 $612K 0.21% +35 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,741 shares; 2024Q4: 1,741 shares; 2025Q1: 1,666 shares; 2025Q2: 1,761 shares; 2025Q3: 1,761 shares; 2025Q4: 1,678 shares 1,678 $587K 0.2% -83 Timeline NVTS NAVITAS SEMICONDUCTOR CORP More: the full row for NAVITAS SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,150 shares; 2024Q4: 17,950 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 72,070 shares; 2025Q4: 82,120 shares 82,120 $586K 0.2% +10,050 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,503 shares; 2024Q4: 3,503 shares; 2025Q1: 3,503 shares; 2025Q2: 3,346 shares; 2025Q3: 3,346 shares; 2025Q4: 3,346 shares 3,346 $581K 0.2% 0 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,075 shares; 2024Q4: 4,075 shares; 2025Q1: 4,075 shares; 2025Q2: 4,000 shares; 2025Q3: 2,720 shares; 2025Q4: 2,720 shares 2,720 $559K 0.19% 0 Timeline WRN WESTERN COPPER & GOLD CORP More: the full row for WESTERN COPPER & GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,600 shares; 2024Q4: 36,600 shares; 2025Q1: 44,400 shares; 2025Q2: 63,400 shares; 2025Q3: 67,900 shares; 2025Q4: 205,500 shares 205,500 $549K 0.19% +137,600 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,200 shares; 2025Q2: 4,180 shares; 2025Q3: 4,180 shares; 2025Q4: 4,180 shares 4,180 $548K 0.19% 0 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,840 shares; 2024Q4: 2,840 shares; 2025Q1: 2,840 shares; 2025Q2: 2,840 shares; 2025Q3: 2,840 shares; 2025Q4: 2,840 shares 2,840 $544K 0.19% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,236 shares; 2024Q4: 6,273 shares; 2025Q1: 6,048 shares; 2025Q2: 8,714 shares; 2025Q3: 5,914 shares; 2025Q4: 5,711 shares 5,711 $535K 0.19% -203 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,190 shares; 2025Q2: 6,190 shares; 2025Q3: 6,190 shares; 2025Q4: 6,190 shares 6,190 $516K 0.18% 0 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,948 shares; 2025Q1: 1,938 shares; 2025Q2: 1,938 shares; 2025Q3: 2,321 shares; 2025Q4: 2,445 shares 2,445 $511K 0.18% +124 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 986 shares; 2024Q4: 849 shares; 2025Q1: 848 shares; 2025Q2: 848 shares; 2025Q3: 850 shares; 2025Q4: 902 shares 902 $511K 0.18% +52 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,410 shares 19,410 $510K 0.18% new Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,008 shares; 2024Q4: 9,020 shares; 2025Q1: 9,230 shares; 2025Q2: 9,257 shares; 2025Q3: 10,763 shares; 2025Q4: 10,079 shares 10,079 $507K 0.18% -684 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,746 shares; 2024Q4: 7,711 shares; 2025Q1: 7,661 shares; 2025Q2: 7,661 shares; 2025Q3: 7,636 shares; 2025Q4: 7,611 shares 7,611 $502K 0.17% -25 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,884 shares; 2024Q4: 10,884 shares; 2025Q1: 8,621 shares; 2025Q2: 8,291 shares; 2025Q3: 8,338 shares; 2025Q4: 8,338 shares 8,338 $501K 0.17% 0 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,388 shares; 2024Q4: 1,388 shares; 2025Q1: 897 shares; 2025Q2: 897 shares; 2025Q3: 1,064 shares; 2025Q4: 1,064 shares 1,064 $500K 0.17% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,519 shares; 2024Q4: 1,519 shares; 2025Q1: 1,725 shares; 2025Q2: 1,726 shares; 2025Q3: 1,726 shares; 2025Q4: 1,727 shares 1,727 $499K 0.17% +1 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,049 shares; 2024Q4: 912 shares; 2025Q1: 1,297 shares; 2025Q2: 1,405 shares; 2025Q3: 1,139 shares; 2025Q4: 1,104 shares 1,104 $496K 0.17% -35 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,538 shares; 2024Q4: 1,539 shares; 2025Q1: 1,784 shares; 2025Q2: 1,785 shares; 2025Q3: 1,786 shares; 2025Q4: 1,554 shares 1,554 $495K 0.17% -232 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,888 shares; 2024Q4: 5,920 shares; 2025Q1: 5,437 shares; 2025Q2: 5,461 shares; 2025Q3: 5,228 shares; 2025Q4: 5,246 shares 5,246 $494K 0.17% +18 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,073 shares; 2024Q4: 5,952 shares; 2025Q1: 5,939 shares; 2025Q2: 5,942 shares; 2025Q3: 5,869 shares; 2025Q4: 6,644 shares 6,644 $493K 0.17% +775 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,785 shares; 2024Q4: 4,785 shares; 2025Q1: 5,060 shares; 2025Q2: 5,085 shares; 2025Q3: 5,110 shares; 2025Q4: 6,665 shares 6,665 $490K 0.17% +1,555 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,379 shares; 2024Q4: 2,113 shares; 2025Q1: 2,113 shares; 2025Q2: 2,113 shares; 2025Q3: 2,113 shares; 2025Q4: 2,113 shares 2,113 $489K 0.17% 0 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,913 shares; 2024Q4: 1,863 shares; 2025Q1: 2,001 shares; 2025Q2: 2,433 shares; 2025Q3: 3,044 shares; 2025Q4: 3,834 shares 3,834 $489K 0.17% +790 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,352 shares; 2024Q4: 5,352 shares; 2025Q1: 5,352 shares; 2025Q2: 5,857 shares; 2025Q3: 5,857 shares; 2025Q4: 6,075 shares 6,075 $488K 0.17% +218 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,261 shares; 2024Q4: 2,601 shares; 2025Q1: 2,601 shares; 2025Q2: 2,601 shares; 2025Q3: 2,601 shares; 2025Q4: 2,601 shares 2,601 $480K 0.17% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,023 shares; 2024Q4: 5,523 shares; 2025Q1: 4,793 shares; 2025Q2: 4,923 shares; 2025Q3: 5,423 shares; 2025Q4: 5,423 shares 5,423 $473K 0.16% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,548 shares; 2024Q4: 5,424 shares; 2025Q1: 3,262 shares; 2025Q2: 2,823 shares; 2025Q3: 2,820 shares; 2025Q4: 2,760 shares 2,760 $472K 0.16% -60 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,527 shares; 2024Q4: 7,528 shares; 2025Q1: 7,529 shares; 2025Q2: 7,530 shares; 2025Q3: 7,531 shares; 2025Q4: 7,532 shares 7,532 $471K 0.16% +1 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,807 shares; 2024Q4: 5,472 shares; 2025Q1: 5,532 shares; 2025Q2: 5,532 shares; 2025Q3: 5,014 shares; 2025Q4: 5,018 shares 5,018 $468K 0.16% +4 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,718 shares; 2024Q4: 2,582 shares; 2025Q1: not reported; 2025Q2: 2,392 shares; 2025Q3: 3,198 shares; 2025Q4: 2,871 shares 2,871 $465K 0.16% -327 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,548 shares; 2024Q4: 5,452 shares; 2025Q1: 5,452 shares; 2025Q2: 5,460 shares; 2025Q3: 5,460 shares; 2025Q4: 5,445 shares 5,445 $461K 0.16% -15 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 453 shares; 2025Q2: 539 shares; 2025Q3: 539 shares; 2025Q4: 539 shares 539 $453K 0.16% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,672 shares; 2024Q4: 1,835 shares; 2025Q1: 1,811 shares; 2025Q2: 1,811 shares; 2025Q3: 1,727 shares; 2025Q4: 1,727 shares 1,727 $444K 0.15% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,665 shares; 2024Q4: 2,665 shares; 2025Q1: 3,330 shares; 2025Q2: 3,280 shares; 2025Q3: 4,525 shares; 2025Q4: 4,525 shares 4,525 $442K 0.15% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 543 shares; 2024Q4: 574 shares; 2025Q1: 546 shares; 2025Q2: 590 shares; 2025Q3: 636 shares; 2025Q4: 668 shares 668 $441K 0.15% +32 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,483 shares; 2024Q4: 3,129 shares; 2025Q1: 2,956 shares; 2025Q2: 2,213 shares; 2025Q3: 2,233 shares; 2025Q4: 2,283 shares 2,283 $437K 0.15% +50 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,256 shares; 2024Q4: 1,395 shares; 2025Q1: 1,302 shares; 2025Q2: 731 shares; 2025Q3: 1,304 shares; 2025Q4: 1,320 shares 1,320 $436K 0.15% +16 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,966 shares; 2024Q4: 1,993 shares; 2025Q1: 2,145 shares; 2025Q2: 2,145 shares; 2025Q3: 2,138 shares; 2025Q4: 2,171 shares 2,171 $431K 0.15% +33 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 542 shares; 2024Q4: 471 shares; 2025Q1: 445 shares; 2025Q2: 520 shares; 2025Q3: 517 shares; 2025Q4: 2,805 shares 2,805 $430K 0.15% +2,288 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,052 shares; 2024Q4: 1,534 shares; 2025Q1: 1,534 shares; 2025Q2: 1,618 shares; 2025Q3: 1,641 shares; 2025Q4: 1,641 shares 1,641 $422K 0.15% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,274 shares; 2024Q4: 2,272 shares; 2025Q1: 2,270 shares; 2025Q2: 2,270 shares; 2025Q3: 2,270 shares; 2025Q4: 2,289 shares 2,289 $422K 0.15% +19 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,426 shares; 2024Q4: 3,427 shares; 2025Q1: 3,427 shares; 2025Q2: 3,757 shares; 2025Q3: 3,758 shares; 2025Q4: 3,357 shares 3,357 $421K 0.15% -401 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,243 shares; 2024Q4: 6,268 shares; 2025Q1: 6,304 shares; 2025Q2: 6,341 shares; 2025Q3: 6,371 shares; 2025Q4: 6,394 shares 6,394 $416K 0.14% +23 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,350 shares; 2024Q4: 4,350 shares; 2025Q1: 4,350 shares; 2025Q2: 4,350 shares; 2025Q3: 6,100 shares; 2025Q4: 6,100 shares 6,100 $408K 0.14% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,467 shares; 2024Q4: 5,467 shares; 2025Q1: 5,467 shares; 2025Q2: 5,467 shares; 2025Q3: 5,467 shares; 2025Q4: 5,467 shares 5,467 $403K 0.14% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,978 shares; 2024Q4: 5,944 shares; 2025Q1: 5,944 shares; 2025Q2: 5,371 shares; 2025Q3: 5,751 shares; 2025Q4: 5,757 shares 5,757 $403K 0.14% +6 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,620 shares; 2024Q4: 5,624 shares; 2025Q1: 5,465 shares; 2025Q2: 5,775 shares; 2025Q3: 5,766 shares; 2025Q4: 5,592 shares 5,592 $399K 0.14% -174 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,754 shares; 2024Q4: 13,516 shares; 2025Q1: 13,329 shares; 2025Q2: 12,755 shares; 2025Q3: 13,892 shares; 2025Q4: 13,838 shares 13,838 $399K 0.14% -54 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,702 shares; 2025Q4: 17,702 shares 17,702 $397K 0.14% 0 Timeline HYDW DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,380 shares 8,380 $395K 0.14% new Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $387K 0.13% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 567 shares; 2024Q4: 567 shares; 2025Q1: 562 shares; 2025Q2: 571 shares; 2025Q3: 571 shares; 2025Q4: 576 shares 576 $382K 0.13% +5 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84 shares; 2024Q4: 67 shares; 2025Q1: 65 shares; 2025Q2: 71 shares; 2025Q3: 71 shares; 2025Q4: 71 shares 71 $380K 0.13% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 951 shares; 2025Q4: 1,489 shares 1,489 $377K 0.13% +538 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 231 shares; 2024Q4: 231 shares; 2025Q1: 231 shares; 2025Q2: 4,110 shares; 2025Q3: 4,110 shares; 2025Q4: 4,110 shares 4,110 $375K 0.13% 0 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,187 shares; 2024Q4: 1,187 shares; 2025Q1: 1,187 shares; 2025Q2: 1,187 shares; 2025Q3: 1,377 shares; 2025Q4: 1,377 shares 1,377 $373K 0.13% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,083 shares; 2024Q4: not reported; 2025Q1: 3,831 shares; 2025Q2: 5,540 shares; 2025Q3: 6,230 shares; 2025Q4: 6,451 shares 6,451 $372K 0.13% +221 Timeline VUSB 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,000 shares; 2024Q4: 7,450 shares; 2025Q1: 7,450 shares; 2025Q2: 7,450 shares; 2025Q3: 7,450 shares; 2025Q4: 7,450 shares 7,450 $371K 0.13% 0 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,856 shares; 2024Q4: 6,607 shares; 2025Q1: 6,588 shares; 2025Q2: 7,069 shares; 2025Q3: 7,075 shares; 2025Q4: 7,083 shares 7,083 $365K 0.13% +8 Timeline CIBR 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,952 shares; 2025Q3: 4,858 shares; 2025Q4: 5,058 shares 5,058 $361K 0.13% +200 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,110 shares 10,110 $358K 0.12% new Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 137 shares; 2025Q1: 176 shares; 2025Q2: 176 shares; 2025Q3: 176 shares; 2025Q4: 176 shares 176 $355K 0.12% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 798 shares; 2024Q4: 799 shares; 2025Q1: 798 shares; 2025Q2: 798 shares; 2025Q3: 796 shares; 2025Q4: 694 shares 694 $349K 0.12% -102 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 954 shares; 2024Q4: 954 shares; 2025Q1: 952 shares; 2025Q2: 952 shares; 2025Q3: 896 shares; 2025Q4: 896 shares 896 $349K 0.12% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,567 shares; 2024Q4: 1,568 shares; 2025Q1: 1,568 shares; 2025Q2: 1,568 shares; 2025Q3: 1,568 shares; 2025Q4: 1,569 shares 1,569 $345K 0.12% +1 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,894 shares; 2025Q1: 1,894 shares; 2025Q2: 1,895 shares; 2025Q3: 1,917 shares; 2025Q4: 1,917 shares 1,917 $340K 0.12% 0 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,634 shares 2,634 $339K 0.12% new Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,738 shares 1,738 $339K 0.12% new Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,726 shares; 2024Q4: not reported; 2025Q1: 1,726 shares; 2025Q2: 1,726 shares; 2025Q3: 1,830 shares; 2025Q4: 1,830 shares 1,830 $336K 0.12% 0 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,680 shares; 2025Q1: not reported; 2025Q2: 4,690 shares; 2025Q3: 4,690 shares; 2025Q4: 4,690 shares 4,690 $335K 0.12% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,650 shares; 2024Q4: 6,659 shares; 2025Q1: 6,668 shares; 2025Q2: 6,677 shares; 2025Q3: 6,686 shares; 2025Q4: 6,695 shares 6,695 $335K 0.12% +9 Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,817 shares; 2024Q4: 1,817 shares; 2025Q1: 1,817 shares; 2025Q2: 1,817 shares; 2025Q3: 1,817 shares; 2025Q4: 1,817 shares 1,817 $332K 0.12% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 825 shares; 2024Q4: 825 shares; 2025Q1: 982 shares; 2025Q2: 982 shares; 2025Q3: 1,055 shares; 2025Q4: 1,055 shares 1,055 $329K 0.11% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 792 shares; 2025Q4: 888 shares 888 $328K 0.11% +96 Timeline FPEI 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,533 shares; 2025Q4: 16,550 shares 16,550 $321K 0.11% +1,017 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,270 shares; 2025Q2: 3,380 shares; 2025Q3: 3,440 shares; 2025Q4: 3,555 shares 3,555 $320K 0.11% +115 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,211 shares; 2024Q4: 9,215 shares; 2025Q1: 9,219 shares; 2025Q2: 9,223 shares; 2025Q3: 9,227 shares; 2025Q4: 9,091 shares 9,091 $318K 0.11% -136 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,300 shares; 2025Q3: 2,300 shares; 2025Q4: 2,585 shares 2,585 $317K 0.11% +285 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 368 shares; 2024Q4: 368 shares; 2025Q1: 368 shares; 2025Q2: 360 shares; 2025Q3: 360 shares; 2025Q4: 360 shares 360 $316K 0.11% 0 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,022 shares; 2024Q4: 4,022 shares; 2025Q1: 3,822 shares; 2025Q2: 3,822 shares; 2025Q3: 3,822 shares; 2025Q4: 3,822 shares 3,822 $316K 0.11% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,252 shares; 2024Q4: 1,096 shares; 2025Q1: 630 shares; 2025Q2: 663 shares; 2025Q3: 653 shares; 2025Q4: 653 shares 653 $316K 0.11% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,530 shares; 2025Q2: 1,531 shares; 2025Q3: 1,550 shares; 2025Q4: 1,940 shares 1,940 $311K 0.11% +390 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,497 shares; 2024Q4: 1,485 shares; 2025Q1: 1,485 shares; 2025Q2: 1,485 shares; 2025Q3: 1,485 shares; 2025Q4: 1,485 shares 1,485 $304K 0.11% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 430 shares; 2024Q4: 410 shares; 2025Q1: 410 shares; 2025Q2: 410 shares; 2025Q3: 410 shares; 2025Q4: 370 shares 370 $303K 0.11% -40 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,253 shares; 2024Q4: 3,253 shares; 2025Q1: 3,253 shares; 2025Q2: 3,253 shares; 2025Q3: 3,273 shares; 2025Q4: 3,273 shares 3,273 $303K 0.11% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,275 shares 3,275 $301K 0.1% new Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,026 shares; 2024Q4: 25,026 shares; 2025Q1: 25,026 shares; 2025Q2: 25,026 shares; 2025Q3: 25,026 shares; 2025Q4: 25,026 shares 25,026 $301K 0.1% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,498 shares; 2025Q2: 2,498 shares; 2025Q3: 2,628 shares; 2025Q4: 2,578 shares 2,578 $299K 0.1% -50 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,407 shares; 2024Q4: 6,975 shares; 2025Q1: 6,430 shares; 2025Q2: 5,532 shares; 2025Q3: 5,535 shares; 2025Q4: 4,970 shares 4,970 $299K 0.1% -565 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,039 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,076 shares; 2025Q3: 2,064 shares; 2025Q4: 2,079 shares 2,079 $298K 0.1% +15 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,676 shares; 2024Q4: 4,630 shares; 2025Q1: 4,690 shares; 2025Q2: 4,890 shares; 2025Q3: 4,890 shares; 2025Q4: 5,265 shares 5,265 $297K 0.1% +375 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,355 shares; 2024Q4: 11,355 shares; 2025Q1: 11,355 shares; 2025Q2: 9,185 shares; 2025Q3: 9,185 shares; 2025Q4: 9,185 shares 9,185 $294K 0.1% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,390 shares; 2024Q4: 1,390 shares; 2025Q1: 1,390 shares; 2025Q2: 1,390 shares; 2025Q3: 1,390 shares; 2025Q4: 1,390 shares 1,390 $290K 0.1% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,237 shares; 2024Q4: 1,291 shares; 2025Q1: 1,363 shares; 2025Q2: 1,363 shares; 2025Q3: 1,363 shares; 2025Q4: 1,308 shares 1,308 $287K 0.1% -55 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,722 shares; 2025Q4: 1,757 shares 1,757 $283K 0.1% +35 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,755 shares; 2025Q2: 6,755 shares; 2025Q3: 6,755 shares; 2025Q4: 6,755 shares 6,755 $280K 0.1% 0 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,445 shares; 2024Q4: 4,650 shares; 2025Q1: 4,650 shares; 2025Q2: 3,650 shares; 2025Q3: 3,650 shares; 2025Q4: 3,650 shares 3,650 $277K 0.1% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,760 shares; 2024Q4: 3,157 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,435 shares; 2025Q4: 1,269 shares 1,269 $272K 0.09% -166 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,594 shares; 2024Q4: 1,476 shares; 2025Q1: 1,478 shares; 2025Q2: 1,480 shares; 2025Q3: 1,482 shares; 2025Q4: 1,364 shares 1,364 $265K 0.09% -118 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,535 shares; 2024Q4: 1,453 shares; 2025Q1: not reported; 2025Q2: 1,468 shares; 2025Q3: 1,468 shares; 2025Q4: 1,570 shares 1,570 $264K 0.09% +102 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 917 shares 917 $262K 0.09% new Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,040 shares; 2025Q4: 2,105 shares 2,105 $261K 0.09% +65 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,671 shares; 2025Q4: 1,526 shares 1,526 $261K 0.09% -145 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,865 shares; 2024Q4: 1,790 shares; 2025Q1: 1,793 shares; 2025Q2: 1,765 shares; 2025Q3: 1,767 shares; 2025Q4: 1,807 shares 1,807 $259K 0.09% +40 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,800 shares; 2025Q1: 6,800 shares; 2025Q2: 7,200 shares; 2025Q3: 7,200 shares; 2025Q4: 7,200 shares 7,200 $254K 0.09% 0 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,705 shares; 2025Q4: 4,705 shares 4,705 $252K 0.09% 0 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,000 shares 2,000 $246K 0.09% new Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,272 shares; 2024Q4: 7,222 shares; 2025Q1: 6,773 shares; 2025Q2: 6,323 shares; 2025Q3: 6,283 shares; 2025Q4: 5,643 shares 5,643 $246K 0.09% -640 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,486 shares; 2025Q2: 2,856 shares; 2025Q3: 2,864 shares; 2025Q4: 5,445 shares 5,445 $243K 0.08% +2,581 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,098 shares; 2025Q4: 798 shares 798 $243K 0.08% -300 Timeline CGMS 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,765 shares 8,765 $242K 0.08% new Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,150 shares; 2024Q4: 3,227 shares; 2025Q1: 3,125 shares; 2025Q2: 3,227 shares; 2025Q3: 3,220 shares; 2025Q4: 3,212 shares 3,212 $241K 0.08% -8 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,505 shares; 2024Q4: 4,575 shares; 2025Q1: 4,575 shares; 2025Q2: 4,575 shares; 2025Q3: 4,575 shares; 2025Q4: 4,575 shares 4,575 $241K 0.08% 0 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 811 shares; 2025Q3: 809 shares; 2025Q4: 1,658 shares 1,658 $239K 0.08% +849 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,283 shares; 2024Q4: 6,583 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,643 shares; 2025Q4: 7,643 shares 7,643 $237K 0.08% 0 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 514 shares; 2025Q4: 560 shares 560 $236K 0.08% +46 Timeline FLBL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 47,925 shares; 2025Q2: 42,695 shares; 2025Q3: 42,695 shares; 2025Q4: 9,877 shares 9,877 $231K 0.08% -32,818 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,379 shares; 2024Q4: 1,331 shares; 2025Q1: 1,333 shares; 2025Q2: 1,335 shares; 2025Q3: 1,354 shares; 2025Q4: 1,299 shares 1,299 $228K 0.08% -55 Timeline IVES WEDBUSH SER TR More: the full row for WEDBUSH SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,150 shares 7,150 $226K 0.08% new Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 183 shares 183 $222K 0.08% new Timeline LGOV 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,185 shares; 2024Q4: 10,925 shares; 2025Q1: 10,930 shares; 2025Q2: 10,165 shares; 2025Q3: 10,165 shares; 2025Q4: 10,165 shares 10,165 $222K 0.08% 0 Timeline XNXJX NUVEEN NEW JERSEY More: the full row for NUVEEN NEW JERSEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,095 shares; 2024Q4: 31,095 shares; 2025Q1: 28,273 shares; 2025Q2: 28,273 shares; 2025Q3: 28,273 shares; 2025Q4: 17,528 shares 17,528 $222K 0.08% -10,745 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $220K 0.08% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,884 shares 5,884 $217K 0.08% new Timeline TDOC TELADOC HEALTH INC More: the full row for TELADOC HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 58,450 shares; 2025Q3: 67,525 shares; 2025Q4: 30,575 shares 30,575 $214K 0.07% -36,950 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,963 shares; 2025Q1: 4,920 shares; 2025Q2: 4,927 shares; 2025Q3: 4,991 shares; 2025Q4: 3,951 shares 3,951 $213K 0.07% -1,040 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,406 shares; 2024Q4: 11,314 shares; 2025Q1: 12,057 shares; 2025Q2: 11,336 shares; 2025Q3: 5,621 shares; 2025Q4: 5,581 shares 5,581 $212K 0.07% -40 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,188 shares; 2024Q4: 2,190 shares; 2025Q1: 2,193 shares; 2025Q2: not reported; 2025Q3: 1,790 shares; 2025Q4: 1,756 shares 1,756 $211K 0.07% -34 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 750 shares 750 $205K 0.07% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 191 shares; 2025Q3: 191 shares; 2025Q4: 191 shares 191 $204K 0.07% 0 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 604 shares; 2025Q4: 604 shares 604 $203K 0.07% 0 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,124 shares 4,124 $202K 0.07% new Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 757 shares 757 $201K 0.07% new Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,510 shares; 2025Q4: 1,540 shares 1,540 $200K 0.07% +30 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,084 shares 2,084 $200K 0.07% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,796 shares; 2024Q4: 15,796 shares; 2025Q1: 14,834 shares; 2025Q2: 13,547 shares; 2025Q3: 14,231 shares; 2025Q4: 14,321 shares 14,321 $188K 0.07% +90 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,354 shares; 2024Q4: 14,354 shares; 2025Q1: 14,065 shares; 2025Q2: 13,776 shares; 2025Q3: 13,776 shares; 2025Q4: 13,776 shares 13,776 $174K 0.06% 0 Timeline NUW NUVEEN AMT-FREE MUN VALUE FD More: the full row for NUVEEN AMT-FREE MUN VALUE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,827 shares; 2025Q2: 10,847 shares; 2025Q3: 10,867 shares; 2025Q4: 10,893 shares 10,893 $156K 0.05% +26 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,892 shares; 2024Q4: 21,892 shares; 2025Q1: 18,472 shares; 2025Q2: 17,973 shares; 2025Q3: 17,973 shares; 2025Q4: 16,065 shares 16,065 $152K 0.05% -1,908 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,950 shares; 2024Q4: 11,950 shares; 2025Q1: 13,576 shares; 2025Q2: 12,416 shares; 2025Q3: 12,462 shares; 2025Q4: 12,517 shares 12,517 $146K 0.05% +55 Timeline SGMOQ SANGAMO THERAPEUTICS INC More: the full row for SANGAMO THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 72,800 shares; 2025Q1: 228,400 shares; 2025Q2: 307,800 shares; 2025Q3: 335,800 shares; 2025Q4: 315,800 shares 315,800 $133K 0.05% -20,000 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,736 shares; 2024Q4: 14,736 shares; 2025Q1: 14,736 shares; 2025Q2: 14,403 shares; 2025Q3: 14,403 shares; 2025Q4: 14,403 shares 14,403 $130K 0.05% 0 Timeline IBRX IMMUNITYBIO INC More: the full row for IMMUNITYBIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,000 shares 19,000 $37.6K 0.01% new Timeline QSI QUANTUM SI INC More: the full row for QUANTUM SI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,050 shares; 2024Q4: 35,050 shares; 2025Q1: 26,950 shares; 2025Q2: 26,950 shares; 2025Q3: 30,950 shares; 2025Q4: 26,950 shares 26,950 $29.6K 0.01% -4,000 Timeline