SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 445,850 shares; 2024Q1: 417,295 shares; 2024Q2: 362,054 shares; 2024Q3: 320,484 shares; 2024Q4: 901,966 shares; 2025Q1: 417,238 shares 417,238 $33.6M 17.59% -484,728 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 289,567 shares; 2024Q1: 282,267 shares; 2024Q2: 245,815 shares; 2024Q3: 234,176 shares; 2024Q4: 221,137 shares; 2025Q1: 282,198 shares 282,198 $20.6M 10.8% +61,061 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: 324,831 shares; 2024Q1: 262,269 shares; 2024Q2: 138,177 shares; 2024Q3: 115,719 shares; 2024Q4: 108,979 shares; 2025Q1: 262,269 shares 262,269 $20M 10.47% +153,290 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 142,947 shares; 2024Q1: 110,125 shares; 2024Q2: 60,471 shares; 2024Q3: 53,760 shares; 2024Q4: 51,483 shares; 2025Q1: 110,125 shares 110,125 $18.7M 9.75% +58,642 Timeline RWJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 332,439 shares; 2024Q1: 315,667 shares; 2024Q2: 257,091 shares; 2024Q3: 226,831 shares; 2024Q4: 219,992 shares; 2025Q1: 315,667 shares 315,667 $13.5M 7.07% +95,675 Timeline IWL 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: 92,594 shares; 2024Q1: 93,818 shares; 2024Q2: 91,736 shares; 2024Q3: 90,048 shares; 2024Q4: 85,075 shares; 2025Q1: 93,818 shares 93,818 $11.9M 6.24% +8,743 Timeline BBLU EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 690,401 shares; 2024Q2: 1,088,904 shares; 2024Q3: 1,207,052 shares; 2024Q4: 1,330,340 shares; 2025Q1: 689,960 shares 689,960 $8.05M 4.21% -640,380 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 81,500 shares; 2024Q1: 77,824 shares; 2024Q2: 60,208 shares; 2024Q3: 54,723 shares; 2024Q4: 51,023 shares; 2025Q1: 77,824 shares 77,824 $7.97M 4.17% +26,801 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 81,148 shares; 2024Q1: 74,173 shares; 2024Q2: 64,970 shares; 2024Q3: 58,709 shares; 2024Q4: 58,778 shares; 2025Q1: 74,173 shares 74,173 $7.81M 4.08% +15,395 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: 38,209 shares; 2024Q1: 36,730 shares; 2024Q2: 34,708 shares; 2024Q3: 34,161 shares; 2024Q4: 32,609 shares; 2025Q1: 36,730 shares 36,730 $6.3M 3.29% +4,121 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: 206,891 shares; 2024Q1: 199,914 shares; 2024Q2: 153,217 shares; 2024Q3: 146,117 shares; 2024Q4: 156,032 shares; 2025Q1: 199,914 shares 199,914 $3.52M 1.84% +43,882 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 26,934 shares; 2024Q2: 142,034 shares; 2024Q3: 171,100 shares; 2024Q4: 172,875 shares; 2025Q1: 26,934 shares 26,934 $2.96M 1.55% -145,941 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: 42,854 shares; 2024Q1: 41,244 shares; 2024Q2: 32,106 shares; 2024Q3: 31,562 shares; 2024Q4: 36,169 shares; 2025Q1: 41,244 shares 41,244 $2.61M 1.36% +5,075 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: 24,657 shares; 2024Q1: 23,407 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,407 shares 23,407 $2.48M 1.3% new 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: 2,683 shares; 2024Q1: 4,577 shares; 2024Q2: 6,559 shares; 2024Q3: 7,096 shares; 2024Q4: 7,908 shares; 2025Q1: 4,577 shares 4,577 $2.03M 1.06% -3,331 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: 8,300 shares; 2024Q1: 8,340 shares; 2024Q2: 8,030 shares; 2024Q3: 8,360 shares; 2024Q4: 7,920 shares; 2025Q1: 8,340 shares 8,340 $1.5M 0.79% +420 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: 6,900 shares; 2024Q1: 6,884 shares; 2024Q2: 6,948 shares; 2024Q3: 7,003 shares; 2024Q4: 7,014 shares; 2025Q1: 6,884 shares 6,884 $1.25M 0.66% -130 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 28,992 shares; 2024Q2: 119,169 shares; 2024Q3: 145,036 shares; 2024Q4: 165,471 shares; 2025Q1: 28,992 shares 28,992 $1.19M 0.62% -136,479 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,181 shares; 2024Q1: 5,189 shares; 2024Q2: 5,198 shares; 2024Q3: 5,209 shares; 2024Q4: 5,222 shares; 2025Q1: 5,189 shares 5,189 $1.07M 0.56% -33 Timeline IGRO 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: 18,080 shares; 2024Q1: 14,791 shares; 2024Q2: 8,375 shares; 2024Q3: 5,616 shares; 2024Q4: 5,635 shares; 2025Q1: 14,791 shares 14,791 $996K 0.52% +9,156 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: 20,373 shares; 2024Q1: 22,915 shares; 2024Q2: 23,478 shares; 2024Q3: 24,507 shares; 2024Q4: 26,111 shares; 2025Q1: 22,915 shares 22,915 $962K 0.5% -3,196 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 16,312 shares; 2024Q1: 19,830 shares; 2024Q2: 23,662 shares; 2024Q3: 28,595 shares; 2024Q4: 32,016 shares; 2025Q1: 19,830 shares 19,830 $865K 0.45% -12,186 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: 5,619 shares; 2024Q1: 5,331 shares; 2024Q2: 5,386 shares; 2024Q3: 5,449 shares; 2024Q4: 5,504 shares; 2025Q1: 5,331 shares 5,331 $841K 0.44% -173 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: 2,389 shares; 2024Q1: 2,401 shares; 2024Q2: 2,412 shares; 2024Q3: 2,423 shares; 2024Q4: 2,435 shares; 2025Q1: 2,401 shares 2,401 $696K 0.36% -34 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: 2,163 shares; 2024Q1: 2,263 shares; 2024Q2: 2,094 shares; 2024Q3: 2,098 shares; 2024Q4: 2,102 shares; 2025Q1: 2,263 shares 2,263 $632K 0.33% +161 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: 9,960 shares; 2024Q1: 5,011 shares; 2024Q2: 1,000 shares; 2024Q3: 586 shares; 2024Q4: 297 shares; 2025Q1: 5,011 shares 5,011 $617K 0.32% +4,714 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,470 shares; 2024Q1: 2,470 shares; 2024Q2: 2,497 shares; 2024Q3: 2,511 shares; 2024Q4: 2,526 shares; 2025Q1: 2,470 shares 2,470 $607K 0.32% -56 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: 3,767 shares; 2024Q1: 3,673 shares; 2024Q2: 3,696 shares; 2024Q3: 3,718 shares; 2024Q4: 3,740 shares; 2025Q1: 3,673 shares 3,673 $596K 0.31% -67 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: 2,957 shares; 2024Q1: 3,222 shares; 2024Q2: 2,587 shares; 2024Q3: 1,747 shares; 2024Q4: 1,740 shares; 2025Q1: 3,222 shares 3,222 $571K 0.3% +1,482 Timeline SDG 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: 10,157 shares; 2024Q1: 7,242 shares; 2024Q2: 1,055 shares; 2024Q3: 974 shares; 2024Q4: 846 shares; 2025Q1: 7,242 shares 7,242 $570K 0.3% +6,396 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: 1,259 shares; 2024Q1: 1,394 shares; 2024Q2: 1,270 shares; 2024Q3: 1,275 shares; 2024Q4: 1,204 shares; 2025Q1: 1,394 shares 1,394 $535K 0.28% +190 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,295 shares; 2024Q1: 2,307 shares; 2024Q2: 2,329 shares; 2024Q3: 2,339 shares; 2024Q4: 2,350 shares; 2025Q1: 2,307 shares 2,307 $531K 0.28% -43 Timeline NMFC NEW MTN FIN CORP More: the full row for NEW MTN FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 44,149 shares; 2024Q1: 40,504 shares; 2024Q2: 39,882 shares; 2024Q3: 40,706 shares; 2024Q4: 4,399 shares; 2025Q1: 40,504 shares 40,504 $513K 0.27% +36,105 Timeline ONEV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,897 shares; 2024Q1: 4,119 shares; 2024Q2: 3,393 shares; 2024Q3: 3,408 shares; 2024Q4: 3,378 shares; 2025Q1: 4,119 shares 4,119 $511K 0.27% +741 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: 800 shares; 2024Q1: 1,016 shares; 2024Q2: 1,013 shares; 2024Q3: 958 shares; 2024Q4: 824 shares; 2025Q1: 1,016 shares 1,016 $427K 0.22% +192 Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 2,251 shares; 2024Q2: 2,251 shares; 2024Q3: 2,251 shares; 2024Q4: 2,251 shares; 2025Q1: 2,251 shares 2,251 $424K 0.22% 0 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,764 shares; 2024Q1: 5,781 shares; 2024Q2: 5,806 shares; 2024Q3: 5,832 shares; 2024Q4: 5,876 shares; 2025Q1: 5,781 shares 5,781 $422K 0.22% -95 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,019 shares; 2024Q1: 5,065 shares; 2024Q2: 2,693 shares; 2024Q3: 3,089 shares; 2024Q4: 2,800 shares; 2025Q1: 5,065 shares 5,065 $416K 0.22% +2,265 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,056 shares; 2024Q1: 3,084 shares; 2024Q2: 3,113 shares; 2024Q3: 3,140 shares; 2024Q4: 3,166 shares; 2025Q1: 3,084 shares 3,084 $399K 0.21% -82 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: 25,304 shares; 2024Q1: 25,807 shares; 2024Q2: 25,692 shares; 2024Q3: 27,905 shares; 2024Q4: 28,254 shares; 2025Q1: 25,807 shares 25,807 $343K 0.18% -2,447 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,149 shares; 2024Q1: 1,941 shares; 2024Q2: 1,968 shares; 2024Q3: 1,739 shares; 2024Q4: 1,739 shares; 2025Q1: 1,941 shares 1,941 $340K 0.18% +202 Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,902 shares; 2024Q1: 8,935 shares; 2024Q2: 8,967 shares; 2024Q3: 8,998 shares; 2024Q4: 9,035 shares; 2025Q1: 8,935 shares 8,935 $323K 0.17% -100 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,145 shares; 2024Q1: 1,825 shares; 2024Q2: 1,470 shares; 2024Q3: 1,472 shares; 2024Q4: 887 shares; 2025Q1: 1,825 shares 1,825 $320K 0.17% +938 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: 2,270 shares; 2024Q1: 2,684 shares; 2024Q2: 2,702 shares; 2024Q3: 2,200 shares; 2024Q4: 2,219 shares; 2025Q1: 2,684 shares 2,684 $312K 0.16% +465 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: 1,504 shares; 2024Q1: 1,512 shares; 2024Q2: 1,520 shares; 2024Q3: 1,528 shares; 2024Q4: 1,536 shares; 2025Q1: 1,512 shares 1,512 $310K 0.16% -24 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: 895 shares; 2024Q1: 1,083 shares; 2024Q2: 1,086 shares; 2024Q3: 1,056 shares; 2024Q4: 1,026 shares; 2025Q1: 1,083 shares 1,083 $305K 0.16% +57 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,070 shares; 2024Q1: 1,103 shares; 2024Q2: 982 shares; 2024Q3: 985 shares; 2024Q4: 833 shares; 2025Q1: 1,103 shares 1,103 $298K 0.16% +270 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: 211 shares; 2024Q1: 212 shares; 2024Q2: 212 shares; 2024Q3: 2,120 shares; 2024Q4: 2,120 shares; 2025Q1: 212 shares 212 $281K 0.15% -1,908 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 114 shares; 2024Q1: 1,188 shares; 2024Q2: 2,049 shares; 2024Q3: 2,348 shares; 2024Q4: 2,370 shares; 2025Q1: 1,188 shares 1,188 $268K 0.14% -1,182 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: 1,697 shares; 2024Q1: 1,697 shares; 2024Q2: 1,238 shares; 2024Q3: 1,172 shares; 2024Q4: 1,121 shares; 2025Q1: 1,697 shares 1,697 $258K 0.14% +576 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,640 shares; 2024Q1: 8,660 shares; 2024Q2: 9,319 shares; 2024Q3: 9,469 shares; 2024Q4: 9,612 shares; 2025Q1: 8,660 shares 8,660 $253K 0.13% -952 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: 11,048 shares; 2024Q1: 6,439 shares; 2024Q2: 5,459 shares; 2024Q3: 4,636 shares; 2024Q4: 6,229 shares; 2025Q1: 6,439 shares 6,439 $244K 0.13% +210 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: 804 shares; 2024Q1: 1,216 shares; 2024Q2: 1,053 shares; 2024Q3: 1,058 shares; 2024Q4: 1,064 shares; 2025Q1: 1,216 shares 1,216 $244K 0.13% +152 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,627 shares; 2024Q1: 16,799 shares; 2024Q2: 21,660 shares; 2024Q3: 27,038 shares; 2024Q4: 31,209 shares; 2025Q1: 16,799 shares 16,799 $241K 0.13% -14,410 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 843 shares; 2024Q1: 847 shares; 2024Q2: 852 shares; 2024Q3: 857 shares; 2024Q4: 862 shares; 2025Q1: 847 shares 847 $227K 0.12% -15 Timeline UMI USCF ETF TR More: the full row for USCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,266 shares; 2024Q1: 5,342 shares; 2024Q2: 5,406 shares; 2024Q3: 5,462 shares; 2024Q4: 5,535 shares; 2025Q1: 5,342 shares 5,342 $216K 0.11% -193 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: 1,309 shares; 2024Q1: 1,313 shares; 2024Q2: 2,999 shares; 2024Q3: 3,026 shares; 2024Q4: 3,040 shares; 2025Q1: 1,313 shares 1,313 $214K 0.11% -1,727 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,258 shares; 2024Q1: 2,286 shares; 2024Q2: 2,317 shares; 2024Q3: 2,391 shares; 2024Q4: 2,417 shares; 2025Q1: 2,286 shares 2,286 $209K 0.11% -131 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: 1,320 shares; 2024Q1: 1,278 shares; 2024Q2: 1,339 shares; 2024Q3: 1,280 shares; 2024Q4: 1,281 shares; 2025Q1: 1,278 shares 1,278 $193K 0.1% -3 Timeline IOO 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: 294 shares; 2024Q1: 2,127 shares; 2024Q2: 2,141 shares; 2024Q3: 2,141 shares; 2024Q4: 2,899 shares; 2025Q1: 2,127 shares 2,127 $190K 0.1% -772 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 905 shares; 2024Q1: 909 shares; 2024Q2: 913 shares; 2024Q3: 918 shares; 2024Q4: 750 shares; 2025Q1: 909 shares 909 $183K 0.1% +159 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: 1,501 shares; 2024Q1: 1,509 shares; 2024Q2: 1,517 shares; 2024Q3: 1,524 shares; 2024Q4: 1,477 shares; 2025Q1: 1,509 shares 1,509 $171K 0.09% +32 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: 324 shares; 2024Q1: 325 shares; 2024Q2: 325 shares; 2024Q3: 272 shares; 2024Q4: 272 shares; 2025Q1: 325 shares 325 $170K 0.09% +53 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,535 shares; 2024Q1: 1,950 shares; 2024Q2: 1,664 shares; 2024Q3: 1,620 shares; 2024Q4: 1,323 shares; 2025Q1: 1,950 shares 1,950 $156K 0.08% +627 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 139 shares; 2024Q1: 153 shares; 2024Q2: 2,648 shares; 2024Q3: 2,968 shares; 2024Q4: 1,811 shares; 2025Q1: 153 shares 153 $138K 0.07% -1,658 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: 184 shares; 2024Q1: 265 shares; 2024Q2: 186 shares; 2024Q3: 187 shares; 2024Q4: 187 shares; 2025Q1: 265 shares 265 $131K 0.07% +78 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 985 shares; 2024Q1: 989 shares; 2024Q2: 989 shares; 2024Q3: 992 shares; 2024Q4: 1,222 shares; 2025Q1: 989 shares 989 $130K 0.07% -233 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: 695 shares; 2024Q1: 2,092 shares; 2024Q2: 2,106 shares; 2024Q3: 2,112 shares; 2024Q4: 1,775 shares; 2025Q1: 2,092 shares 2,092 $126K 0.07% +317 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 706 shares; 2024Q1: 708 shares; 2024Q2: 710 shares; 2024Q3: 712 shares; 2024Q4: 714 shares; 2025Q1: 708 shares 708 $125K 0.07% -6 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 4,000 shares; 2024Q2: 4,049 shares; 2024Q3: 4,134 shares; 2024Q4: 4,223 shares; 2025Q1: 4,000 shares 4,000 $122K 0.06% -223 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: 204 shares; 2024Q1: 251 shares; 2024Q2: 269 shares; 2024Q3: 277 shares; 2024Q4: 264 shares; 2025Q1: 251 shares 251 $121K 0.06% -13 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: 400 shares; 2024Q1: 400 shares; 2024Q2: 158 shares; 2024Q3: 158 shares; 2024Q4: 56 shares; 2025Q1: 400 shares 400 $120K 0.06% +344 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: 801 shares; 2024Q1: 798 shares; 2024Q2: 802 shares; 2024Q3: 805 shares; 2024Q4: 808 shares; 2025Q1: 798 shares 798 $118K 0.06% -10 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: 40,642 shares; 2024Q1: 2,667 shares; 2024Q2: 2,376 shares; 2024Q3: 2,390 shares; 2024Q4: 2,390 shares; 2025Q1: 2,667 shares 2,667 $118K 0.06% +277 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 712 shares; 2024Q1: 712 shares; 2024Q2: 712 shares; 2024Q3: 712 shares; 2024Q4: 712 shares; 2025Q1: 712 shares 712 $114K 0.06% 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,208 shares; 2024Q1: 2,224 shares; 2024Q2: 2,243 shares; 2024Q3: 2,057 shares; 2024Q4: 1,972 shares; 2025Q1: 2,224 shares 2,224 $111K 0.06% +252 Timeline MAN MANPOWERGROUP INC WIS More: the full row for MANPOWERGROUP INC WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,376 shares; 2024Q1: 1,376 shares; 2024Q2: 908 shares; 2024Q3: not reported; 2024Q4: 600 shares; 2025Q1: 1,376 shares 1,376 $107K 0.06% +776 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 reported; 2024Q1: 1,496 shares; 2024Q2: 1,496 shares; 2024Q3: 1,496 shares; 2024Q4: 1,424 shares; 2025Q1: 1,496 shares 1,496 $90.9K 0.05% +72 Timeline PAG PENSKE AUTOMOTIVE GRP INC More: the full row for PENSKE AUTOMOTIVE GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 521 shares; 2024Q2: 525 shares; 2024Q3: 528 shares; 2024Q4: 532 shares; 2025Q1: 521 shares 521 $84.5K 0.04% -11 Timeline LAM RESEARCH CORP LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 87 shares; 2024Q1: 87 shares; 2024Q2: 87 shares; 2024Q3: 87 shares; 2024Q4: not reported; 2025Q1: 87 shares 87 $84.4K 0.04% new 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: 599 shares; 2024Q1: 455 shares; 2024Q2: 455 shares; 2024Q3: 457 shares; 2024Q4: 461 shares; 2025Q1: 455 shares 455 $83K 0.04% -6 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: 862 shares; 2024Q1: 868 shares; 2024Q2: 717 shares; 2024Q3: 722 shares; 2024Q4: 728 shares; 2025Q1: 868 shares 868 $81.9K 0.04% +140 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,146 shares; 2024Q1: 2,146 shares; 2024Q2: 2,171 shares; 2024Q3: 2,229 shares; 2024Q4: 2,266 shares; 2025Q1: 2,146 shares 2,146 $80.9K 0.04% -120 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,098 shares; 2024Q1: 2,105 shares; 2024Q2: 2,112 shares; 2024Q3: 2,001 shares; 2024Q4: 2,008 shares; 2025Q1: 2,105 shares 2,105 $78K 0.04% +97 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 844 shares; 2024Q1: 853 shares; 2024Q2: 862 shares; 2024Q3: 869 shares; 2024Q4: 877 shares; 2025Q1: 853 shares 853 $73.5K 0.04% -24 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,200 shares; 2024Q1: 1,205 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,205 shares 1,205 $72.7K 0.04% new Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 399 shares; 2024Q1: 351 shares; 2024Q2: 291 shares; 2024Q3: 294 shares; 2024Q4: 297 shares; 2025Q1: 351 shares 351 $71.6K 0.04% +54 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: 209 shares; 2024Q1: 210 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 210 shares 210 $70.6K 0.04% new Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,207 shares; 2024Q1: 1,213 shares; 2024Q2: 1,218 shares; 2024Q3: 608 shares; 2024Q4: 6,032 shares; 2025Q1: 1,213 shares 1,213 $70.3K 0.04% -4,819 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: 569 shares; 2024Q1: 573 shares; 2024Q2: 577 shares; 2024Q3: 581 shares; 2024Q4: 586 shares; 2025Q1: 573 shares 573 $69.3K 0.04% -13 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 929 shares; 2024Q2: 939 shares; 2024Q3: 948 shares; 2024Q4: 957 shares; 2025Q1: 929 shares 929 $65.7K 0.03% -28 Timeline SNPE DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,283 shares; 2024Q1: 1,286 shares; 2024Q2: 1,291 shares; 2024Q3: 1,294 shares; 2024Q4: 1,299 shares; 2025Q1: 1,286 shares 1,286 $61.5K 0.03% -13 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,121 shares; 2024Q1: 1,131 shares; 2024Q2: 203 shares; 2024Q3: 205 shares; 2024Q4: 206 shares; 2025Q1: 1,131 shares 1,131 $60.8K 0.03% +925 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 311 shares; 2024Q2: 311 shares; 2024Q3: 311 shares; 2024Q4: 311 shares; 2025Q1: 311 shares 311 $59.3K 0.03% 0 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 397 shares; 2024Q1: 684 shares; 2024Q2: 688 shares; 2024Q3: 548 shares; 2024Q4: 517 shares; 2025Q1: 684 shares 684 $59.1K 0.03% +167 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: 272 shares; 2024Q1: 272 shares; 2024Q2: 273 shares; 2024Q3: 273 shares; 2024Q4: 810 shares; 2025Q1: 272 shares 272 $56.7K 0.03% -538 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 411 shares; 2024Q1: 411 shares; 2024Q2: 411 shares; 2024Q3: 412 shares; 2024Q4: 412 shares; 2025Q1: 411 shares 411 $56.4K 0.03% -1 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 333 shares; 2024Q1: 336 shares; 2024Q2: 338 shares; 2024Q3: 341 shares; 2024Q4: 343 shares; 2025Q1: 336 shares 336 $54.3K 0.03% -7 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 152 shares; 2024Q1: 152 shares; 2024Q2: 153 shares; 2024Q3: 153 shares; 2024Q4: 153 shares; 2025Q1: 152 shares 152 $54.1K 0.03% -1 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 725 shares; 2024Q1: 726 shares; 2024Q2: 727 shares; 2024Q3: 728 shares; 2024Q4: 729 shares; 2025Q1: 726 shares 726 $53.9K 0.03% -3 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,158 shares; 2024Q1: 1,161 shares; 2024Q2: 1,163 shares; 2024Q3: 1,165 shares; 2024Q4: 1,167 shares; 2025Q1: 1,161 shares 1,161 $52.6K 0.03% -6 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,466 shares; 2024Q1: 5,782 shares; 2024Q2: 5,782 shares; 2024Q3: 6,103 shares; 2024Q4: 6,103 shares; 2025Q1: 5,782 shares 5,782 $51.5K 0.03% -321 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: 400 shares; 2024Q1: 266 shares; 2024Q2: 155 shares; 2024Q3: 105 shares; 2024Q4: 3,705 shares; 2025Q1: 266 shares 266 $51.3K 0.03% -3,439 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 315 shares; 2024Q1: 316 shares; 2024Q2: 316 shares; 2024Q3: 316 shares; 2024Q4: 317 shares; 2025Q1: 316 shares 316 $50.9K 0.03% -1 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: 3,089 shares; 2024Q1: 3,155 shares; 2024Q2: 13,435 shares; 2024Q3: 13,498 shares; 2024Q4: 13,557 shares; 2025Q1: 3,155 shares 3,155 $49.6K 0.03% -10,402 Timeline FTXL 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: 526 shares; 2024Q1: 528 shares; 2024Q2: 528 shares; 2024Q3: 529 shares; 2024Q4: 530 shares; 2025Q1: 528 shares 528 $47.8K 0.02% -2 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 712 shares; 2024Q1: 487 shares; 2024Q2: 487 shares; 2024Q3: 487 shares; 2024Q4: 487 shares; 2025Q1: 487 shares 487 $44.2K 0.02% 0 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: 997 shares; 2024Q1: 1,001 shares; 2024Q2: 1,005 shares; 2024Q3: 1,008 shares; 2024Q4: 1,012 shares; 2025Q1: 1,001 shares 1,001 $42.1K 0.02% -11 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: 1,198 shares; 2024Q1: 1,518 shares; 2024Q2: 190 shares; 2024Q3: 193 shares; 2024Q4: 1,696 shares; 2025Q1: 1,518 shares 1,518 $42.1K 0.02% -178 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 158 shares; 2024Q1: 319 shares; 2024Q2: 321 shares; 2024Q3: 323 shares; 2024Q4: 326 shares; 2025Q1: 319 shares 319 $41.9K 0.02% -7 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 604 shares; 2024Q1: 612 shares; 2024Q2: 612 shares; 2024Q3: 631 shares; 2024Q4: 631 shares; 2025Q1: 612 shares 612 $41.7K 0.02% -19 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 800 shares; 2024Q1: 800 shares; 2024Q2: 800 shares; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares 800 $40.9K 0.02% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 576 shares; 2024Q1: 578 shares; 2024Q2: 580 shares; 2024Q3: 582 shares; 2024Q4: 584 shares; 2025Q1: 578 shares 578 $40.3K 0.02% -6 Timeline LIT GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 882 shares; 2024Q1: 889 shares; 2024Q2: 889 shares; 2024Q3: 894 shares; 2024Q4: 894 shares; 2025Q1: 889 shares 889 $40.3K 0.02% -5 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 349 shares; 2024Q1: 352 shares; 2024Q2: 356 shares; 2024Q3: 359 shares; 2024Q4: 362 shares; 2025Q1: 352 shares 352 $39.5K 0.02% -10 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,220 shares; 2024Q1: 1,246 shares; 2024Q2: 1,274 shares; 2024Q3: 1,296 shares; 2024Q4: 1,318 shares; 2025Q1: 1,246 shares 1,246 $39.5K 0.02% -72 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 467 shares; 2024Q1: 470 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 470 shares 470 $38.4K 0.02% new 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: 287 shares; 2024Q1: 290 shares; 2024Q2: 146 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 290 shares 290 $38.1K 0.02% new Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 161 shares; 2024Q1: 161 shares; 2024Q2: 162 shares; 2024Q3: 162 shares; 2024Q4: 225 shares; 2025Q1: 161 shares 161 $36.7K 0.02% -64 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 reported; 2024Q1: 330 shares; 2024Q2: 330 shares; 2024Q3: 330 shares; 2024Q4: 330 shares; 2025Q1: 330 shares 330 $36.5K 0.02% 0 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,434 shares; 2024Q1: 1,434 shares; 2024Q2: 1,434 shares; 2024Q3: 1,434 shares; 2024Q4: 1,434 shares; 2025Q1: 1,434 shares 1,434 $35.8K 0.02% 0 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 298 shares; 2024Q1: 300 shares; 2024Q2: 301 shares; 2024Q3: 302 shares; 2024Q4: 303 shares; 2025Q1: 300 shares 300 $35.6K 0.02% -3 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,525 shares; 2024Q1: 1,141 shares; 2024Q2: 1,141 shares; 2024Q3: 1,141 shares; 2024Q4: 1,141 shares; 2025Q1: 1,141 shares 1,141 $35.6K 0.02% 0 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 374 shares; 2024Q1: 377 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 377 shares 377 $34.6K 0.02% new Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 582 shares; 2024Q1: 586 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 586 shares 586 $34K 0.02% new Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 863 shares; 2024Q1: 757 shares; 2024Q2: 765 shares; 2024Q3: 774 shares; 2024Q4: 694 shares; 2025Q1: 757 shares 757 $33.8K 0.02% +63 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 341 shares; 2024Q1: 343 shares; 2024Q2: 345 shares; 2024Q3: 347 shares; 2024Q4: 348 shares; 2025Q1: 343 shares 343 $33.2K 0.02% -5 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 456 shares; 2024Q1: 458 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 458 shares 458 $33.1K 0.02% new Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,500 shares; 2024Q1: 1,500 shares; 2024Q2: 1,500 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,500 shares 1,500 $32.9K 0.02% new Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 356 shares; 2024Q1: 358 shares; 2024Q2: 360 shares; 2024Q3: 362 shares; 2024Q4: 364 shares; 2025Q1: 358 shares 358 $32.2K 0.02% -6 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 540 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 540 shares 540 $31.2K 0.02% new Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 719 shares; 2024Q1: 725 shares; 2024Q2: 733 shares; 2024Q3: 740 shares; 2024Q4: 747 shares; 2025Q1: 725 shares 725 $31.1K 0.02% -22 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 540 shares; 2024Q1: 544 shares; 2024Q2: 547 shares; 2024Q3: 550 shares; 2024Q4: 553 shares; 2025Q1: 544 shares 544 $31.1K 0.02% -9 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: 494 shares; 2024Q1: 494 shares; 2024Q2: 496 shares; 2024Q3: 498 shares; 2024Q4: 502 shares; 2025Q1: 494 shares 494 $30.2K 0.02% -8 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: 63 shares; 2024Q1: 63 shares; 2024Q2: 63 shares; 2024Q3: 63 shares; 2024Q4: 63 shares; 2025Q1: 63 shares 63 $30.2K 0.02% 0 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 372 shares; 2024Q1: 372 shares; 2024Q2: 372 shares; 2024Q3: 372 shares; 2024Q4: 372 shares; 2025Q1: 372 shares 372 $29.8K 0.02% 0 Timeline GSBD GOLDMAN SACHS BDC INC More: the full row for GOLDMAN SACHS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 1,965 shares; 2024Q2: not reported; 2024Q3: 2,362 shares; 2024Q4: 2,835 shares; 2025Q1: 1,965 shares 1,965 $29.4K 0.02% -870 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 250 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 250 shares 250 $28.8K 0.02% new Timeline GNR 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: 485 shares; 2024Q1: 485 shares; 2024Q2: 493 shares; 2024Q3: 493 shares; 2024Q4: 507 shares; 2025Q1: 485 shares 485 $28.1K 0.01% -22 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 160 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 160 shares 160 $27.1K 0.01% new Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 902 shares; 2024Q2: 902 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 902 shares 902 $26K 0.01% new Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 70 shares; 2024Q1: 244 shares; 2024Q2: 244 shares; 2024Q3: 244 shares; 2024Q4: 245 shares; 2025Q1: 244 shares 244 $25.9K 0.01% -1 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: 172 shares; 2024Q1: 348 shares; 2024Q2: 13 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 348 shares 348 $25.9K 0.01% new Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 251 shares; 2024Q1: 251 shares; 2024Q2: 251 shares; 2024Q3: 251 shares; 2024Q4: 1,133 shares; 2025Q1: 251 shares 251 $25.5K 0.01% -882 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 187 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 187 shares 187 $24.6K 0.01% new Timeline RSF RIVERNORTH CAP AND INCM FD I More: the full row for RIVERNORTH CAP AND INCM FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 1,536 shares; 2024Q2: 2,000 shares; 2024Q3: 3,090 shares; 2024Q4: 3,175 shares; 2025Q1: 1,536 shares 1,536 $24.4K 0.01% -1,639 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: 255 shares; 2024Q1: 149 shares; 2024Q2: 150 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 149 shares 149 $23.6K 0.01% new 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: 47 shares; 2024Q1: 47 shares; 2024Q2: 67 shares; 2024Q3: 47 shares; 2024Q4: 47 shares; 2025Q1: 47 shares 47 $22.8K 0.01% 0 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 967 shares; 2024Q1: 1,275 shares; 2024Q2: 1,282 shares; 2024Q3: 1,288 shares; 2024Q4: 1,294 shares; 2025Q1: 1,275 shares 1,275 $22.6K 0.01% -19 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 233 shares; 2024Q1: 233 shares; 2024Q2: 233 shares; 2024Q3: 233 shares; 2024Q4: 233 shares; 2025Q1: 233 shares 233 $22.5K 0.01% 0 Timeline VNLA 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: 464 shares; 2024Q1: 464 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 464 shares 464 $22.5K 0.01% new Timeline EXAS EXACT SCIENCES CORP More: the full row for EXACT SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 325 shares; 2024Q1: 325 shares; 2024Q2: 225 shares; 2024Q3: 225 shares; 2024Q4: 225 shares; 2025Q1: 325 shares 325 $22.4K 0.01% +100 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,000 shares; 2024Q1: 1,000 shares; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares 1,000 $22.4K 0.01% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 74 shares; 2024Q1: 74 shares; 2024Q2: 74 shares; 2024Q3: 74 shares; 2024Q4: 24 shares; 2025Q1: 74 shares 74 $22.2K 0.01% +50 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 351 shares; 2024Q1: 352 shares; 2024Q2: 353 shares; 2024Q3: 354 shares; 2024Q4: 354 shares; 2025Q1: 352 shares 352 $21.6K 0.01% -2 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 730 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 730 shares 730 $20.5K 0.01% new Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 291 shares; 2024Q1: 291 shares; 2024Q2: 230 shares; 2024Q3: 230 shares; 2024Q4: 230 shares; 2025Q1: 291 shares 291 $20.4K 0.01% +61 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: 106 shares; 2024Q1: 166 shares; 2024Q2: 166 shares; 2024Q3: 107 shares; 2024Q4: 107 shares; 2025Q1: 166 shares 166 $20.4K 0.01% +59 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: 38 shares; 2024Q1: 38 shares; 2024Q2: 189 shares; 2024Q3: 129 shares; 2024Q4: 126 shares; 2025Q1: 38 shares 38 $19.9K 0.01% -88 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: 69 shares; 2024Q1: 70 shares; 2024Q2: 70 shares; 2024Q3: 71 shares; 2024Q4: 71 shares; 2025Q1: 70 shares 70 $19.8K 0.01% -1 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 475 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 475 shares 475 $19.5K 0.01% new Timeline CGC CANOPY GROWTH CORPORATION More: the full row for CANOPY GROWTH CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,060 shares; 2024Q1: 2,253 shares; 2024Q2: 2,253 shares; 2024Q3: 2,248 shares; 2024Q4: 2,118 shares; 2025Q1: 2,253 shares 2,253 $19.4K 0.01% +135 Timeline CATH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 274 shares; 2024Q1: 282 shares; 2024Q2: 288 shares; 2024Q3: 294 shares; 2024Q4: 294 shares; 2025Q1: 282 shares 282 $17.9K 0.01% -12 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 181 shares; 2024Q1: 181 shares; 2024Q2: 181 shares; 2024Q3: 181 shares; 2024Q4: 181 shares; 2025Q1: 181 shares 181 $17.7K 0.01% 0 Timeline FXR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 230 shares; 2024Q1: 231 shares; 2024Q2: 231 shares; 2024Q3: 232 shares; 2024Q4: 232 shares; 2025Q1: 231 shares 231 $16.8K 0.01% -1 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 498 shares; 2024Q1: 232 shares; 2024Q2: 232 shares; 2024Q3: 232 shares; 2024Q4: 429 shares; 2025Q1: 232 shares 232 $16.6K 0.01% -197 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: 93 shares; 2024Q1: 93 shares; 2024Q2: 66 shares; 2024Q3: 66 shares; 2024Q4: 66 shares; 2025Q1: 93 shares 93 $16.3K 0.01% +27 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 402 shares; 2024Q1: 403 shares; 2024Q2: 405 shares; 2024Q3: not reported; 2024Q4: 5,250 shares; 2025Q1: 403 shares 403 $15.9K 0.01% -4,847 Timeline HESS CORP HESS CORP More: the full row for HESS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 100 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100 shares 100 $15.3K 0.01% new GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 205 shares; 2024Q1: 207 shares; 2024Q2: 209 shares; 2024Q3: 211 shares; 2024Q4: 213 shares; 2025Q1: 207 shares 207 $15.1K 0.01% -6 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,613 shares; 2024Q1: 800 shares; 2024Q2: 800 shares; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares 800 $14.7K 0.01% 0 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 491 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 491 shares 491 $14.6K 0.01% new 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 reported; 2024Q1: 120 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 120 shares 120 $14.1K 0.01% new Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 108 shares; 2024Q1: 108 shares; 2024Q2: 108 shares; 2024Q3: 109 shares; 2024Q4: 109 shares; 2025Q1: 108 shares 108 $14K 0.01% -1 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 224 shares; 2024Q1: 227 shares; 2024Q2: 230 shares; 2024Q3: 232 shares; 2024Q4: 234 shares; 2025Q1: 227 shares 227 $13.9K 0.01% -7 Timeline DJT TRUMP MEDIA & TECHNOLOGY GRO More: the full row for TRUMP MEDIA & TECHNOLOGY GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 217 shares; 2024Q1: 217 shares; 2024Q2: 217 shares; 2024Q3: 217 shares; 2024Q4: 217 shares; 2025Q1: 217 shares 217 $13.4K 0.01% 0 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: 66 shares; 2024Q1: 66 shares; 2024Q2: 67 shares; 2024Q3: 68 shares; 2024Q4: 68 shares; 2025Q1: 66 shares 66 $13.1K 0.01% -2 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 52 shares; 2024Q1: 52 shares; 2024Q2: 52 shares; 2024Q3: 53 shares; 2024Q4: 53 shares; 2025Q1: 52 shares 52 $13.1K 0.01% -1 Timeline HOG HARLEY DAVIDSON INC More: the full row for HARLEY DAVIDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 289 shares; 2024Q1: 290 shares; 2024Q2: 291 shares; 2024Q3: 293 shares; 2024Q4: 294 shares; 2025Q1: 290 shares 290 $12.7K 0.01% -4 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 600 shares; 2024Q2: 300 shares; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 600 shares 600 $12.6K 0.01% +300 Timeline FXZ 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: 170 shares; 2024Q1: 171 shares; 2024Q2: 172 shares; 2024Q3: 173 shares; 2024Q4: 174 shares; 2025Q1: 171 shares 171 $12.2K 0.01% -3 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 reported; 2024Q1: 182 shares; 2024Q2: 182 shares; 2024Q3: 182 shares; 2024Q4: 182 shares; 2025Q1: 182 shares 182 $11.5K 0.01% 0 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 reported; 2024Q1: 42 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 42 shares 42 $10.9K 0.01% new 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 reported; 2024Q1: 64 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 36 shares; 2025Q1: 64 shares 64 $10.5K 0.01% +28 Timeline PDP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares 100 $9.89K 0.01% 0 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 421 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 421 shares 421 $9.59K 0.01% new Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 603 shares; 2024Q1: 339 shares; 2024Q2: 340 shares; 2024Q3: not reported; 2024Q4: 10,700 shares; 2025Q1: 339 shares 339 $9.45K <0.01% -10,361 Timeline IUSB 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: 202 shares; 2024Q1: 203 shares; 2024Q2: 205 shares; 2024Q3: 207 shares; 2024Q4: not reported; 2025Q1: 203 shares 203 $9.26K <0.01% new Timeline BLCN SIREN ETF TR More: the full row for SIREN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 322 shares; 2024Q1: 322 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 322 shares 322 $9.1K <0.01% new Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 300 shares; 2024Q2: 300 shares; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares 300 $9.07K <0.01% 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 reported; 2024Q1: 100 shares; 2024Q2: 32 shares; 2024Q3: 32 shares; 2024Q4: 17 shares; 2025Q1: 100 shares 100 $9.04K <0.01% +83 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 reported; 2024Q1: 168 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 168 shares 168 $8.44K <0.01% new Timeline SUMMIT MATERIALS INC CLASS A SUMMIT MATERIALS INC CLASS A More: the full row for SUMMIT MATERIALS INC CLASS A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 188 shares; 2024Q1: 188 shares; 2024Q2: 188 shares; 2024Q3: 188 shares; 2024Q4: 188 shares; 2025Q1: 188 shares 188 $8.38K <0.01% 0 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 reported; 2024Q1: 125 shares; 2024Q2: 125 shares; 2024Q3: 125 shares; 2024Q4: 125 shares; 2025Q1: 125 shares 125 $7.99K <0.01% 0 Timeline SDS 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: 419 shares; 2024Q1: 316 shares; 2024Q2: 316 shares; 2024Q3: 17 shares; 2024Q4: 9 shares; 2025Q1: 316 shares 316 $7.86K <0.01% +307 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 104 shares; 2024Q1: 105 shares; 2024Q2: 107 shares; 2024Q3: 107 shares; 2024Q4: 108 shares; 2025Q1: 105 shares 105 $7.74K <0.01% -3 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 112 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 258 shares; 2025Q1: 112 shares 112 $5.78K <0.01% -146 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 132 shares; 2024Q2: 132 shares; 2024Q3: 132 shares; 2024Q4: 132 shares; 2025Q1: 132 shares 132 $5.69K <0.01% 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 30 shares; 2024Q1: 30 shares; 2024Q2: 30 shares; 2024Q3: 30 shares; 2024Q4: 30 shares; 2025Q1: 30 shares 30 $5.42K <0.01% 0 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 reported; 2024Q1: 25 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25 shares 25 $5.26K <0.01% new 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 reported; 2024Q1: 48 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 48 shares 48 $4.73K <0.01% new Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 250 shares; 2024Q1: 50 shares; 2024Q2: 50 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 50 shares 50 $4.36K <0.01% new Timeline KSS KOHLS CORP More: the full row for KOHLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 140 shares; 2024Q1: 140 shares; 2024Q2: 145 shares; 2024Q3: 149 shares; 2024Q4: 154 shares; 2025Q1: 140 shares 140 $4.07K <0.01% -14 Timeline IVT INVENTRUST PPTYS CORP More: the full row for INVENTRUST PPTYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 155 shares; 2024Q1: 156 shares; 2024Q2: 157 shares; 2024Q3: 159 shares; 2024Q4: 160 shares; 2025Q1: 156 shares 156 $4.01K <0.01% -4 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 52 shares; 2024Q1: 52 shares; 2024Q2: 52 shares; 2024Q3: 52 shares; 2024Q4: 52 shares; 2025Q1: 52 shares 52 $3.94K <0.01% 0 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 274 shares; 2024Q1: 87 shares; 2024Q2: 87 shares; 2024Q3: 87 shares; 2024Q4: 87 shares; 2025Q1: 87 shares 87 $3.63K <0.01% 0 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 76 shares; 2024Q1: 76 shares; 2024Q2: 76 shares; 2024Q3: 77 shares; 2024Q4: 77 shares; 2025Q1: 76 shares 76 $3.26K <0.01% -1 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 34 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 34 shares 34 $3.14K <0.01% new Timeline USO UNITED STS OIL FD LP More: the full row for UNITED STS OIL FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 35 shares; 2024Q1: 35 shares; 2024Q2: 35 shares; 2024Q3: 35 shares; 2024Q4: 35 shares; 2025Q1: 35 shares 35 $2.76K <0.01% 0 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 30 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30 shares 30 $2.42K <0.01% new Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 17 shares; 2024Q1: 17 shares; 2024Q2: 17 shares; 2024Q3: 17 shares; 2024Q4: 17 shares; 2025Q1: 17 shares 17 $2.19K <0.01% 0 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 65 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 65 shares 65 $2.12K <0.01% new Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 14 shares; 2024Q1: 14 shares; 2024Q2: 14 shares; 2024Q3: 14 shares; 2024Q4: 14 shares; 2025Q1: 14 shares 14 $2.09K <0.01% 0 Timeline MASI MASIMO CORP More: the full row for MASIMO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 12 shares; 2024Q1: 12 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12 shares 12 $1.76K <0.01% new Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 40 shares; 2024Q1: 40 shares; 2024Q2: 40 shares; 2024Q3: 40 shares; 2024Q4: not reported; 2025Q1: 40 shares 40 $1.48K <0.01% new Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 30 shares; 2024Q1: 30 shares; 2024Q2: 30 shares; 2024Q3: 30 shares; 2024Q4: 30 shares; 2025Q1: 30 shares 30 $1.44K <0.01% 0 Timeline BLDP BALLARD PWR SYS INC NEW More: the full row for BALLARD PWR SYS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 463 shares; 2024Q1: 463 shares; 2024Q2: 463 shares; 2024Q3: 463 shares; 2024Q4: 463 shares; 2025Q1: 463 shares 463 $1.29K <0.01% 0 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 18 shares; 2024Q1: 18 shares; 2024Q2: 18 shares; 2024Q3: 18 shares; 2024Q4: 18 shares; 2025Q1: 18 shares 18 $1.07K <0.01% 0 Timeline LE LANDS END INC NEW More: the full row for LANDS END INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 97 shares; 2024Q1: 97 shares; 2024Q2: 97 shares; 2024Q3: 97 shares; 2024Q4: 97 shares; 2025Q1: 97 shares 97 $1.06K <0.01% 0 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 87 shares; 2024Q2: 50 shares; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 87 shares 87 $1.04K <0.01% +37 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2 shares; 2024Q1: 2 shares; 2024Q2: 2 shares; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares 2 $1.01K <0.01% 0 Timeline BARCLAYS BANK PLC BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 68 shares; 2024Q1: 68 shares; 2024Q2: 68 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 68 shares 68 $882 <0.01% new 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: 9 shares; 2024Q1: 9 shares; 2024Q2: 9 shares; 2024Q3: 9 shares; 2024Q4: 9 shares; 2025Q1: 9 shares 9 $864 <0.01% 0 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 9 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9 shares 9 $808 <0.01% new Timeline PLUG PLUG PWR INC More: the full row for PLUG PWR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 224 shares; 2024Q1: 224 shares; 2024Q2: 224 shares; 2024Q3: 224 shares; 2024Q4: 224 shares; 2025Q1: 224 shares 224 $771 <0.01% 0 Timeline ASHFORD HOSPITALITY TR INC ASHFORD HOSPITALITY TR INC More: the full row for ASHFORD HOSPITALITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 550 shares; 2024Q1: 550 shares; 2024Q2: 550 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 550 shares 550 $754 <0.01% new SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8 shares; 2024Q1: 8 shares; 2024Q2: 8 shares; 2024Q3: 8 shares; 2024Q4: 40 shares; 2025Q1: 8 shares 8 $686 <0.01% -32 Timeline DXC DXC TECHNOLOGY CO More: the full row for DXC TECHNOLOGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 25 shares; 2024Q2: 25 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25 shares 25 $531 <0.01% new 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: 1 shares; 2024Q1: 1 shares; 2024Q2: 1 shares; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares 1 $512 <0.01% 0 Timeline ARAY ACCURAY INC DEL More: the full row for ACCURAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 181 shares; 2024Q1: 181 shares; 2024Q2: 181 shares; 2024Q3: 181 shares; 2024Q4: 181 shares; 2025Q1: 181 shares 181 $448 <0.01% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1 shares; 2024Q1: 1 shares; 2024Q2: 1 shares; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares 1 $232 <0.01% 0 Timeline BODI THE BEACHBODY COMPANY INC More: the full row for THE BEACHBODY COMPANY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 9 shares; 2024Q1: 9 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9 shares 9 $87 <0.01% new 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: 0 shares; 2024Q1: 0 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 0 shares 0 $52 <0.01% new Amount filed as zero, left out of ratios. Timeline PROSHARES TR 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: 4 shares; 2024Q1: 4 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4 shares 4 $38 <0.01% new ACB AURORA CANNABIS INC More: the full row for AURORA CANNABIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 7 shares; 2024Q2: 7 shares; 2024Q3: 7 shares; 2024Q4: 7 shares; 2025Q1: 7 shares 7 $31 <0.01% 0 Timeline