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: 43,925 shares; 2024Q4: 43,905 shares; 2025Q1: 43,940 shares; 2025Q2: 44,057 shares; 2025Q3: 44,092 shares; 2025Q4: 44,036 shares 44,036 $29.1M 15.12% -56 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: 19,985 shares; 2024Q4: 20,282 shares; 2025Q1: 21,632 shares; 2025Q2: 21,507 shares; 2025Q3: 21,377 shares; 2025Q4: 20,961 shares 20,961 $6.56M 3.41% -416 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: 8,889 shares; 2024Q4: 9,025 shares; 2025Q1: 9,142 shares; 2025Q2: 8,774 shares; 2025Q3: 8,803 shares; 2025Q4: 10,433 shares 10,433 $5.05M 2.63% +1,630 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: 4,838 shares; 2024Q4: 4,838 shares; 2025Q1: 4,838 shares; 2025Q2: 4,373 shares; 2025Q3: 4,373 shares; 2025Q4: 4,373 shares 4,373 $3.84M 2% 0 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: 4,641 shares; 2024Q4: 4,641 shares; 2025Q1: 11,562 shares; 2025Q2: 11,144 shares; 2025Q3: 11,144 shares; 2025Q4: 11,106 shares 11,106 $3.49M 1.81% -38 Timeline IEF 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: 28,726 shares; 2025Q3: 28,799 shares; 2025Q4: 34,459 shares 34,459 $3.31M 1.72% +5,660 Timeline IUSV 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: 21,844 shares; 2024Q4: 25,074 shares; 2025Q1: 29,082 shares; 2025Q2: 29,603 shares; 2025Q3: 29,590 shares; 2025Q4: 29,816 shares 29,816 $3.06M 1.59% +226 Timeline 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: 8,498 shares; 2024Q4: 8,674 shares; 2025Q1: 8,799 shares; 2025Q2: 8,354 shares; 2025Q3: 8,474 shares; 2025Q4: 10,511 shares 10,511 $2.86M 1.49% +2,037 Timeline SGOV 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: 7,698 shares; 2025Q2: 9,776 shares; 2025Q3: 11,665 shares; 2025Q4: 28,389 shares 28,389 $2.85M 1.48% +16,724 Timeline IVW 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: 34,846 shares; 2024Q4: 37,179 shares; 2025Q1: 39,194 shares; 2025Q2: 30,125 shares; 2025Q3: 30,860 shares; 2025Q4: 22,526 shares 22,526 $2.78M 1.44% -8,334 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,424 shares; 2024Q4: 11,424 shares; 2025Q1: 11,424 shares; 2025Q2: 10,409 shares; 2025Q3: 10,409 shares; 2025Q4: 10,413 shares 10,413 $2.52M 1.31% +4 Timeline PMMF BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: not reported; 2025Q4: 23,672 shares 23,672 $2.37M 1.23% new 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: 12,387 shares; 2024Q4: 12,772 shares; 2025Q1: 12,892 shares; 2025Q2: 11,971 shares; 2025Q3: 12,086 shares; 2025Q4: 12,687 shares 12,687 $2.37M 1.23% +601 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,381 shares; 2024Q4: 34,381 shares; 2025Q1: 34,506 shares; 2025Q2: 32,749 shares; 2025Q3: 32,789 shares; 2025Q4: 32,152 shares 32,152 $2.16M 1.12% -637 Timeline IVE 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: 7,578 shares; 2024Q4: 7,898 shares; 2025Q1: 8,916 shares; 2025Q2: 9,814 shares; 2025Q3: 10,464 shares; 2025Q4: 10,056 shares 10,056 $2.13M 1.11% -408 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: 10,502 shares; 2024Q4: 10,682 shares; 2025Q1: 10,522 shares; 2025Q2: 8,753 shares; 2025Q3: 8,778 shares; 2025Q4: 8,586 shares 8,586 $1.98M 1.03% -192 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: 3,918 shares; 2024Q4: 5,923 shares; 2025Q1: 6,910 shares; 2025Q2: 11,104 shares; 2025Q3: 13,669 shares; 2025Q4: 21,023 shares 21,023 $1.96M 1.02% +7,354 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,651 shares 27,651 $1.92M 1% new Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,355 shares; 2024Q4: 3,355 shares; 2025Q1: 3,355 shares; 2025Q2: 3,013 shares; 2025Q3: 3,013 shares; 2025Q4: 3,013 shares 3,013 $1.88M 0.98% 0 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,405 shares; 2024Q4: 5,405 shares; 2025Q1: 5,405 shares; 2025Q2: 3,516 shares; 2025Q3: 3,516 shares; 2025Q4: 3,516 shares 3,516 $1.72M 0.9% 0 Timeline 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,842 shares; 2024Q4: 74,210 shares; 2025Q1: 74,210 shares; 2025Q2: 66,110 shares; 2025Q3: 66,110 shares; 2025Q4: 66,110 shares 66,110 $1.69M 0.88% 0 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,641 shares; 2025Q2: 25,393 shares; 2025Q3: 25,393 shares; 2025Q4: 20,485 shares 20,485 $1.67M 0.87% -4,908 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,675 shares; 2024Q4: 5,675 shares; 2025Q1: 5,675 shares; 2025Q2: 5,122 shares; 2025Q3: 5,092 shares; 2025Q4: 5,075 shares 5,075 $1.66M 0.86% -17 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: 5,648 shares; 2024Q4: 5,393 shares; 2025Q1: 5,413 shares; 2025Q2: 4,907 shares; 2025Q3: 4,918 shares; 2025Q4: 4,918 shares 4,918 $1.66M 0.86% 0 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,683 shares; 2024Q4: 111,683 shares; 2025Q1: 111,683 shares; 2025Q2: 102,245 shares; 2025Q3: 102,245 shares; 2025Q4: 102,245 shares 102,245 $1.62M 0.84% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,284 shares; 2024Q4: 4,386 shares; 2025Q1: 4,596 shares; 2025Q2: 4,853 shares; 2025Q3: 4,758 shares; 2025Q4: 4,335 shares 4,335 $1.62M 0.84% -423 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: 10,426 shares; 2024Q4: 10,426 shares; 2025Q1: 10,426 shares; 2025Q2: 9,396 shares; 2025Q3: 9,396 shares; 2025Q4: 9,289 shares 9,289 $1.59M 0.83% -107 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,606 shares; 2024Q4: 6,606 shares; 2025Q1: 6,606 shares; 2025Q2: 5,965 shares; 2025Q3: 5,965 shares; 2025Q4: 5,965 shares 5,965 $1.57M 0.81% 0 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,327 shares; 2024Q4: 10,327 shares; 2025Q1: 10,327 shares; 2025Q2: 9,078 shares; 2025Q3: 9,078 shares; 2025Q4: 9,056 shares 9,056 $1.52M 0.79% -22 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: 3,015 shares; 2024Q4: not reported; 2025Q1: 3,792 shares; 2025Q2: 4,797 shares; 2025Q3: 6,217 shares; 2025Q4: 6,988 shares 6,988 $1.5M 0.78% +771 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,866 shares; 2024Q4: 12,633 shares; 2025Q1: 15,125 shares; 2025Q2: 32,826 shares; 2025Q3: 32,750 shares; 2025Q4: 32,283 shares 32,283 $1.46M 0.76% -467 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,648 shares; 2024Q4: 31,648 shares; 2025Q1: 31,648 shares; 2025Q2: 28,135 shares; 2025Q3: 27,207 shares; 2025Q4: 27,207 shares 27,207 $1.45M 0.76% 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: 22,235 shares; 2024Q4: 22,160 shares; 2025Q1: 22,160 shares; 2025Q2: 20,200 shares; 2025Q3: 20,200 shares; 2025Q4: 20,064 shares 20,064 $1.4M 0.73% -136 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,785 shares; 2024Q4: 14,785 shares; 2025Q1: 14,785 shares; 2025Q2: 13,434 shares; 2025Q3: 13,434 shares; 2025Q4: 13,434 shares 13,434 $1.38M 0.72% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,849 shares; 2024Q4: 4,927 shares; 2025Q1: 4,914 shares; 2025Q2: 5,216 shares; 2025Q3: 5,294 shares; 2025Q4: 5,569 shares 5,569 $1.37M 0.71% +275 Timeline VIOO 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: 5,237 shares; 2024Q4: 5,767 shares; 2025Q1: 6,347 shares; 2025Q2: 7,468 shares; 2025Q3: 8,349 shares; 2025Q4: 12,328 shares 12,328 $1.37M 0.71% +3,979 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: 5,633 shares; 2024Q4: 6,156 shares; 2025Q1: 7,815 shares; 2025Q2: 8,888 shares; 2025Q3: 9,775 shares; 2025Q4: 10,206 shares 10,206 $1.36M 0.71% +431 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: 4,162 shares; 2024Q4: 4,162 shares; 2025Q1: 4,162 shares; 2025Q2: 3,822 shares; 2025Q3: 3,822 shares; 2025Q4: 3,833 shares 3,833 $1.34M 0.7% +11 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,894 shares; 2025Q3: 15,922 shares; 2025Q4: 30,970 shares 30,970 $1.32M 0.69% +15,048 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: 2,532 shares; 2024Q4: 2,326 shares; 2025Q1: 2,312 shares; 2025Q2: not reported; 2025Q3: 2,700 shares; 2025Q4: 2,123 shares 2,123 $1.3M 0.68% -577 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: 2,600 shares; 2024Q4: 2,561 shares; 2025Q1: 2,704 shares; 2025Q2: 2,719 shares; 2025Q3: 2,713 shares; 2025Q4: 1,903 shares 1,903 $1.3M 0.68% -810 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,878 shares; 2024Q4: 16,878 shares; 2025Q1: 16,878 shares; 2025Q2: 14,994 shares; 2025Q3: 14,994 shares; 2025Q4: 14,975 shares 14,975 $1.28M 0.67% -19 Timeline IWF 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: 3,055 shares; 2024Q4: 3,181 shares; 2025Q1: 3,453 shares; 2025Q2: 3,724 shares; 2025Q3: 3,911 shares; 2025Q4: 2,671 shares 2,671 $1.26M 0.66% -1,240 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: 6,755 shares; 2024Q4: 6,880 shares; 2025Q1: 6,905 shares; 2025Q2: 6,102 shares; 2025Q3: 6,052 shares; 2025Q4: 6,052 shares 6,052 $1.26M 0.66% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,128 shares; 2024Q4: 6,128 shares; 2025Q1: 6,128 shares; 2025Q2: 5,492 shares; 2025Q3: 5,492 shares; 2025Q4: 5,476 shares 5,476 $1.25M 0.65% -16 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,248 shares; 2024Q4: 3,299 shares; 2025Q1: 3,401 shares; 2025Q2: 8,184 shares; 2025Q3: 8,201 shares; 2025Q4: 8,076 shares 8,076 $1.25M 0.65% -125 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: 1,025 shares; 2024Q4: 1,103 shares; 2025Q1: 1,304 shares; 2025Q2: 1,501 shares; 2025Q3: 1,660 shares; 2025Q4: 1,654 shares 1,654 $1.25M 0.65% -6 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,790 shares; 2024Q4: 3,250 shares; 2025Q1: 3,895 shares; 2025Q2: 4,150 shares; 2025Q3: 4,175 shares; 2025Q4: 4,175 shares 4,175 $1.24M 0.64% 0 Timeline FBCG 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: 10,107 shares; 2024Q4: 11,020 shares; 2025Q1: 11,546 shares; 2025Q2: 14,033 shares; 2025Q3: 15,784 shares; 2025Q4: 22,359 shares 22,359 $1.23M 0.64% +6,575 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,831 shares; 2024Q4: 8,831 shares; 2025Q1: 8,831 shares; 2025Q2: 7,890 shares; 2025Q3: 7,901 shares; 2025Q4: 7,901 shares 7,901 $1.22M 0.63% 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: not reported; 2024Q4: 431 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,660 shares; 2025Q4: 2,590 shares 2,590 $1.22M 0.63% -70 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,004 shares; 2024Q4: 13,004 shares; 2025Q1: 13,004 shares; 2025Q2: 11,650 shares; 2025Q3: 11,650 shares; 2025Q4: 11,650 shares 11,650 $1.21M 0.63% 0 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,260 shares; 2024Q4: 20,260 shares; 2025Q1: 20,260 shares; 2025Q2: 18,210 shares; 2025Q3: 18,210 shares; 2025Q4: 18,210 shares 18,210 $1.16M 0.6% 0 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 47,725 shares; 2025Q3: 46,435 shares; 2025Q4: 42,238 shares 42,238 $1.16M 0.6% -4,197 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,568 shares; 2024Q4: 2,568 shares; 2025Q1: 2,568 shares; 2025Q2: 2,260 shares; 2025Q3: 2,260 shares; 2025Q4: 2,257 shares 2,257 $1.15M 0.6% -3 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: 1,202 shares; 2024Q4: 2,714 shares; 2025Q1: 1,286 shares; 2025Q2: 1,245 shares; 2025Q3: 1,245 shares; 2025Q4: 1,669 shares 1,669 $1.14M 0.59% +424 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: 1,732 shares; 2024Q4: 1,767 shares; 2025Q1: 1,797 shares; 2025Q2: 1,952 shares; 2025Q3: 1,964 shares; 2025Q4: 1,972 shares 1,972 $1.13M 0.59% +8 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,950 shares; 2024Q4: 46,950 shares; 2025Q1: 46,950 shares; 2025Q2: 41,999 shares; 2025Q3: 41,999 shares; 2025Q4: 41,999 shares 41,999 $1.11M 0.58% 0 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,452 shares; 2024Q4: 3,500 shares; 2025Q1: 3,309 shares; 2025Q2: 3,340 shares; 2025Q3: 3,263 shares; 2025Q4: 3,291 shares 3,291 $1.07M 0.55% +28 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,160 shares; 2024Q4: 1,220 shares; 2025Q1: 2,029 shares; 2025Q2: 2,120 shares; 2025Q3: 2,088 shares; 2025Q4: 11,275 shares 11,275 $1.06M 0.55% +9,187 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,741 shares; 2024Q4: 4,052 shares; 2025Q1: 4,553 shares; 2025Q2: 5,434 shares; 2025Q3: 6,052 shares; 2025Q4: 7,850 shares 7,850 $1.04M 0.54% +1,798 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,439 shares; 2024Q4: 4,890 shares; 2025Q1: 5,506 shares; 2025Q2: 6,672 shares; 2025Q3: 7,510 shares; 2025Q4: 6,923 shares 6,923 $1.02M 0.53% -587 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,810 shares; 2024Q4: 17,810 shares; 2025Q1: 9,752 shares; 2025Q2: 11,923 shares; 2025Q3: 11,923 shares; 2025Q4: 13,727 shares 13,727 $1.01M 0.53% +1,804 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: 7,850 shares; 2024Q4: 7,850 shares; 2025Q1: 7,850 shares; 2025Q2: 7,083 shares; 2025Q3: 7,083 shares; 2025Q4: 7,066 shares 7,066 $1.01M 0.53% -17 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,230 shares; 2024Q4: 15,230 shares; 2025Q1: 15,230 shares; 2025Q2: 13,615 shares; 2025Q3: 12,795 shares; 2025Q4: 12,745 shares 12,745 $1M 0.52% -50 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 720 shares; 2024Q4: not reported; 2025Q1: 1,130 shares; 2025Q2: 1,145 shares; 2025Q3: 1,473 shares; 2025Q4: 1,465 shares 1,465 $991K 0.52% -8 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: 1,816 shares; 2024Q4: 1,851 shares; 2025Q1: 1,891 shares; 2025Q2: 2,041 shares; 2025Q3: 1,836 shares; 2025Q4: 1,742 shares 1,742 $987K 0.51% -94 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,186 shares; 2025Q2: 3,710 shares; 2025Q3: 3,710 shares; 2025Q4: 3,919 shares 3,919 $968K 0.5% +209 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: 3,724 shares; 2024Q4: 4,235 shares; 2025Q1: 4,804 shares; 2025Q2: 3,187 shares; 2025Q3: 3,178 shares; 2025Q4: 6,595 shares 6,595 $949K 0.49% +3,417 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: 1,578 shares; 2024Q4: 1,416 shares; 2025Q1: 1,061 shares; 2025Q2: 1,191 shares; 2025Q3: 1,196 shares; 2025Q4: 5,955 shares 5,955 $912K 0.47% +4,759 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,023 shares; 2024Q4: 8,023 shares; 2025Q1: 8,023 shares; 2025Q2: 7,110 shares; 2025Q3: 7,110 shares; 2025Q4: 7,110 shares 7,110 $900K 0.47% 0 Timeline JMOM J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,836 shares; 2024Q4: 8,513 shares; 2025Q1: 9,583 shares; 2025Q2: 11,345 shares; 2025Q3: 12,560 shares; 2025Q4: 13,210 shares 13,210 $900K 0.47% +650 Timeline SOXX 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: 1,370 shares; 2024Q4: 1,507 shares; 2025Q1: 1,539 shares; 2025Q2: 1,863 shares; 2025Q3: 2,117 shares; 2025Q4: 2,983 shares 2,983 $898K 0.47% +866 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: 10,895 shares; 2024Q4: 10,566 shares; 2025Q1: 10,466 shares; 2025Q2: 9,294 shares; 2025Q3: 9,294 shares; 2025Q4: 9,285 shares 9,285 $892K 0.46% -9 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,983 shares; 2024Q4: 4,983 shares; 2025Q1: 3,033 shares; 2025Q2: 3,687 shares; 2025Q3: 3,693 shares; 2025Q4: 3,693 shares 3,693 $891K 0.46% 0 Timeline XNTK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,530 shares; 2024Q4: 2,735 shares; 2025Q1: 3,097 shares; 2025Q2: 3,723 shares; 2025Q3: 4,123 shares; 2025Q4: 3,203 shares 3,203 $890K 0.46% -920 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,194 shares; 2024Q4: 5,194 shares; 2025Q1: 5,159 shares; 2025Q2: 4,659 shares; 2025Q3: 4,560 shares; 2025Q4: 4,373 shares 4,373 $888K 0.46% -187 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,903 shares; 2024Q4: 7,903 shares; 2025Q1: 7,903 shares; 2025Q2: 6,943 shares; 2025Q3: 6,943 shares; 2025Q4: 6,933 shares 6,933 $871K 0.45% -10 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,474 shares; 2024Q4: 2,534 shares; 2025Q1: 2,854 shares; 2025Q2: 3,824 shares; 2025Q3: 3,989 shares; 2025Q4: 3,964 shares 3,964 $851K 0.44% -25 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,128 shares; 2024Q4: 1,321 shares; 2025Q1: 1,348 shares; 2025Q2: 1,606 shares; 2025Q3: 1,761 shares; 2025Q4: 2,324 shares 2,324 $837K 0.44% +563 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,758 shares 12,758 $835K 0.43% new Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,628 shares; 2024Q4: 1,783 shares; 2025Q1: 1,803 shares; 2025Q2: 3,673 shares; 2025Q3: 3,698 shares; 2025Q4: 3,698 shares 3,698 $826K 0.43% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,218 shares 8,218 $821K 0.43% new 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: 12,785 shares; 2024Q4: 12,493 shares; 2025Q1: 6,705 shares; 2025Q2: 7,635 shares; 2025Q3: 7,635 shares; 2025Q4: 7,604 shares 7,604 $800K 0.42% -31 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: 2,025 shares; 2024Q4: 1,495 shares; 2025Q1: 1,510 shares; 2025Q2: 1,705 shares; 2025Q3: 1,705 shares; 2025Q4: 1,705 shares 1,705 $799K 0.42% 0 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,852 shares; 2024Q4: 8,852 shares; 2025Q1: 4,914 shares; 2025Q2: 6,058 shares; 2025Q3: 6,058 shares; 2025Q4: 6,035 shares 6,035 $788K 0.41% -23 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,250 shares; 2025Q1: 12,850 shares; 2025Q2: 8,940 shares; 2025Q3: 8,865 shares; 2025Q4: 9,230 shares 9,230 $784K 0.41% +365 Timeline HGTY HAGERTY INC More: the full row for HAGERTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,000 shares; 2024Q4: 55,000 shares; 2025Q1: 55,000 shares; 2025Q2: 55,000 shares; 2025Q3: 55,000 shares; 2025Q4: 55,000 shares 55,000 $739K 0.38% 0 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,765 shares; 2024Q4: 1,775 shares; 2025Q1: 1,585 shares; 2025Q2: 1,550 shares; 2025Q3: 1,558 shares; 2025Q4: 1,548 shares 1,548 $703K 0.37% -10 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: 1,592 shares; 2024Q4: 3,184 shares; 2025Q1: 3,384 shares; 2025Q2: 3,874 shares; 2025Q3: 3,874 shares; 2025Q4: 3,697 shares 3,697 $681K 0.35% -177 Timeline IEFA 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: 7,287 shares 7,287 $652K 0.34% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,954 shares 7,954 $646K 0.34% new Timeline IUSB 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: 15,066 shares; 2024Q4: 18,046 shares; 2025Q1: 21,377 shares; 2025Q2: 7,755 shares; 2025Q3: 8,481 shares; 2025Q4: 13,558 shares 13,558 $631K 0.33% +5,077 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: 709 shares; 2024Q4: 739 shares; 2025Q1: 754 shares; 2025Q2: 959 shares; 2025Q3: 1,032 shares; 2025Q4: 942 shares 942 $624K 0.32% -90 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: 2,713 shares; 2024Q4: 1,588 shares; 2025Q1: 1,618 shares; 2025Q2: 1,739 shares; 2025Q3: 1,747 shares; 2025Q4: 1,092 shares 1,092 $620K 0.32% -655 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,846 shares; 2024Q4: 1,710 shares; 2025Q1: 2,915 shares; 2025Q2: 3,565 shares; 2025Q3: 3,565 shares; 2025Q4: 4,335 shares 4,335 $615K 0.32% +770 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: 30,535 shares; 2024Q4: 29,888 shares; 2025Q1: 17,624 shares; 2025Q2: 21,398 shares; 2025Q3: 21,398 shares; 2025Q4: 14,974 shares 14,974 $610K 0.32% -6,424 Timeline WCC WESCO INTL INC More: the full row for WESCO 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,455 shares 2,455 $601K 0.31% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,040 shares 10,040 $590K 0.31% new Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD 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: 13,616 shares 13,616 $579K 0.3% new Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN 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: not reported; 2025Q3: not reported; 2025Q4: 11,705 shares 11,705 $579K 0.3% new Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,711 shares 6,711 $572K 0.3% new Timeline PEN PENUMBRA INC More: the full row for PENUMBRA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 966 shares; 2025Q1: 1,771 shares; 2025Q2: 3,856 shares; 2025Q3: 3,862 shares; 2025Q4: 1,832 shares 1,832 $570K 0.3% -2,030 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: 1,271 shares; 2024Q4: 1,275 shares; 2025Q1: 1,337 shares; 2025Q2: 1,479 shares; 2025Q3: 1,611 shares; 2025Q4: 1,443 shares 1,443 $558K 0.29% -168 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: 1,344 shares; 2024Q4: 1,427 shares; 2025Q1: 1,570 shares; 2025Q2: 1,798 shares; 2025Q3: 1,986 shares; 2025Q4: 1,664 shares 1,664 $558K 0.29% -322 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: 1,510 shares; 2024Q4: 1,505 shares; 2025Q1: 1,593 shares; 2025Q2: 1,818 shares; 2025Q3: 1,818 shares; 2025Q4: 1,829 shares 1,829 $556K 0.29% +11 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,807 shares 5,807 $547K 0.28% new Timeline SHY 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: 6,579 shares 6,579 $545K 0.28% new Timeline VXF 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: 1,462 shares; 2024Q4: 1,636 shares; 2025Q1: 1,823 shares; 2025Q2: 2,229 shares; 2025Q3: 2,532 shares; 2025Q4: 2,604 shares 2,604 $545K 0.28% +72 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: 2,252 shares; 2024Q4: 2,252 shares; 2025Q1: 2,277 shares; 2025Q2: 2,321 shares; 2025Q3: 2,286 shares; 2025Q4: 2,053 shares 2,053 $544K 0.28% -233 Timeline ELS EQUITY LIFESTYLE PROPERTIES More: the full row for EQUITY LIFESTYLE PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,371 shares; 2024Q4: 13,371 shares; 2025Q1: 6,963 shares; 2025Q2: 8,956 shares; 2025Q3: 8,956 shares; 2025Q4: 8,935 shares 8,935 $542K 0.28% -21 Timeline BLV 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,536 shares; 2025Q3: 4,150 shares; 2025Q4: 7,742 shares 7,742 $538K 0.28% +3,592 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,182 shares; 2024Q4: 2,652 shares; 2025Q1: 1,392 shares; 2025Q2: 1,807 shares; 2025Q3: 1,811 shares; 2025Q4: 1,759 shares 1,759 $529K 0.28% -52 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,386 shares; 2024Q4: 8,465 shares; 2025Q1: 9,989 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,860 shares 7,860 $528K 0.27% new Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,469 shares; 2025Q1: 3,435 shares; 2025Q2: 3,469 shares; 2025Q3: 3,435 shares; 2025Q4: 6,886 shares 6,886 $506K 0.26% +3,451 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: 1,368 shares; 2024Q4: 1,368 shares; 2025Q1: 1,368 shares; 2025Q2: 1,368 shares; 2025Q3: 1,368 shares; 2025Q4: 1,343 shares 1,343 $497K 0.26% -25 Timeline IQLT 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: 10,727 shares 10,727 $488K 0.25% new 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: 1,250 shares; 2024Q4: 1,000 shares; 2025Q1: 1,450 shares; 2025Q2: 1,475 shares; 2025Q3: 1,275 shares; 2025Q4: 1,393 shares 1,393 $482K 0.25% +118 Timeline GIGB GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,291 shares; 2025Q3: 6,285 shares; 2025Q4: 10,140 shares 10,140 $469K 0.24% +3,855 Timeline EUFN 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: 9,100 shares; 2025Q2: 12,310 shares; 2025Q3: 12,310 shares; 2025Q4: 12,310 shares 12,310 $457K 0.24% 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: 3,263 shares; 2024Q4: 3,877 shares; 2025Q1: 4,381 shares; 2025Q2: 711 shares; 2025Q3: 662 shares; 2025Q4: 728 shares 728 $457K 0.24% +66 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 992 shares; 2024Q4: 995 shares; 2025Q1: 1,000 shares; 2025Q2: 1,020 shares; 2025Q3: 990 shares; 2025Q4: 990 shares 990 $449K 0.23% 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: 1,038 shares; 2024Q4: 1,263 shares; 2025Q1: 1,228 shares; 2025Q2: 1,228 shares; 2025Q3: 1,242 shares; 2025Q4: 1,257 shares 1,257 $441K 0.23% +15 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: 881 shares; 2024Q4: 881 shares; 2025Q1: 891 shares; 2025Q2: 891 shares; 2025Q3: 891 shares; 2025Q4: 841 shares 841 $423K 0.22% -50 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE 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: not reported; 2025Q3: not reported; 2025Q4: 8,605 shares 8,605 $416K 0.22% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,900 shares; 2024Q4: 4,900 shares; 2025Q1: 4,900 shares; 2025Q2: 4,805 shares; 2025Q3: 3,600 shares; 2025Q4: 3,600 shares 3,600 $403K 0.21% 0 Timeline LQD 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: 3,400 shares 3,400 $375K 0.19% new 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: not reported; 2024Q4: not reported; 2025Q1: 5,267 shares; 2025Q2: 6,857 shares; 2025Q3: 6,877 shares; 2025Q4: 6,780 shares 6,780 $373K 0.19% -97 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: 2,370 shares; 2024Q4: 2,368 shares; 2025Q1: 2,507 shares; 2025Q2: 2,528 shares; 2025Q3: 2,528 shares; 2025Q4: 2,584 shares 2,584 $371K 0.19% +56 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 614 shares; 2024Q4: 614 shares; 2025Q1: 614 shares; 2025Q2: 614 shares; 2025Q3: 614 shares; 2025Q4: 614 shares 614 $357K 0.19% 0 Timeline EEM 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: 4,793 shares; 2024Q4: 5,828 shares; 2025Q1: 6,028 shares; 2025Q2: 6,403 shares; 2025Q3: 6,425 shares; 2025Q4: 6,195 shares 6,195 $339K 0.18% -230 Timeline EMB 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: 2,789 shares; 2025Q3: 3,364 shares; 2025Q4: 3,510 shares 3,510 $338K 0.18% +146 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: 1,222 shares; 2025Q3: 1,697 shares; 2025Q4: 1,707 shares 1,707 $333K 0.17% +10 Timeline FXF INVESCO CURRENCYSHARES SWISS More: the full row for INVESCO CURRENCYSHARES SWISS 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: 2,903 shares 2,903 $324K 0.17% new Timeline CII BLACKROCK ENHANCED LARGE CAP More: the full row for BLACKROCK ENHANCED LARGE CAP 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: 10,330 shares; 2025Q3: 11,918 shares; 2025Q4: 13,791 shares 13,791 $322K 0.17% +1,873 Timeline BNDW 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: 8,029 shares; 2024Q4: 9,561 shares; 2025Q1: 11,382 shares; 2025Q2: not reported; 2025Q3: 3,178 shares; 2025Q4: 4,676 shares 4,676 $321K 0.17% +1,498 Timeline DHS 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,209 shares; 2025Q3: 2,622 shares; 2025Q4: 3,156 shares 3,156 $321K 0.17% +534 Timeline CEW 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,761 shares 16,761 $317K 0.16% new Timeline KNGZ 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: 6,996 shares; 2025Q4: 8,836 shares 8,836 $316K 0.16% +1,840 Timeline HYG 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: 2,513 shares; 2025Q3: 3,204 shares; 2025Q4: 3,781 shares 3,781 $305K 0.16% +577 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,132 shares; 2024Q4: 1,132 shares; 2025Q1: 1,132 shares; 2025Q2: 1,132 shares; 2025Q3: 1,122 shares; 2025Q4: 1,122 shares 1,122 $291K 0.15% 0 Timeline ICVT 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: 2,415 shares; 2025Q3: 2,765 shares; 2025Q4: 2,930 shares 2,930 $289K 0.15% +165 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,113 shares; 2025Q3: 5,124 shares; 2025Q4: 2,603 shares 2,603 $287K 0.15% -2,521 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,523 shares; 2025Q2: 3,009 shares; 2025Q3: 3,435 shares; 2025Q4: 3,253 shares 3,253 $272K 0.14% -182 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,468 shares 4,468 $256K 0.13% new Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV 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: 256 shares; 2025Q3: 256 shares; 2025Q4: 226 shares 226 $242K 0.13% -30 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: 775 shares; 2024Q4: 789 shares; 2025Q1: 804 shares; 2025Q2: 804 shares; 2025Q3: 804 shares; 2025Q4: 701 shares 701 $241K 0.13% -103 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: 1,072 shares; 2024Q4: not reported; 2025Q1: 1,097 shares; 2025Q2: 1,080 shares; 2025Q3: 1,078 shares; 2025Q4: 1,049 shares 1,049 $240K 0.12% -29 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: 2,610 shares; 2025Q4: 2,551 shares 2,551 $235K 0.12% -59 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION 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: 1,330 shares; 2025Q3: 1,335 shares; 2025Q4: 1,335 shares 1,335 $216K 0.11% 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,807 shares 1,807 $210K 0.11% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 193 shares 193 $207K 0.11% new Timeline EWJ ISHARES INC More: the full row for ISHARES 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: 2,578 shares; 2025Q4: 2,550 shares 2,550 $206K 0.11% -28 Timeline HEDJ 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,875 shares 3,875 $206K 0.11% 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: not reported; 2025Q1: not reported; 2025Q2: 129 shares; 2025Q3: 130 shares; 2025Q4: 102 shares 102 $205K 0.11% -28 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS 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: 224 shares 224 $203K 0.11% new Timeline NOK NOKIA CORP More: the full row for NOKIA 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: 15,940 shares 15,940 $103K 0.05% new Timeline BDN BRANDYWINE RLTY TR More: the full row for BRANDYWINE RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,249 shares; 2024Q4: 18,240 shares; 2025Q1: 20,962 shares; 2025Q2: 28,750 shares; 2025Q3: 32,429 shares; 2025Q4: 17,889 shares 17,889 $52.2K 0.03% -14,540 Timeline