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: 478,499 shares; 2024Q4: 452,941 shares; 2025Q1: 440,540 shares; 2025Q2: 409,110 shares; 2025Q3: 361,933 shares; 2025Q4: 349,945 shares 349,945 $43.1M 5.41% -11,988 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: 792,722 shares; 2024Q4: 773,486 shares; 2025Q1: 735,984 shares; 2025Q2: 710,783 shares; 2025Q3: 710,683 shares; 2025Q4: 682,464 shares 682,464 $40.1M 5.03% -28,219 Timeline VCSH 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: 391,782 shares; 2024Q4: 383,089 shares; 2025Q1: 400,115 shares; 2025Q2: 381,603 shares; 2025Q3: 390,860 shares; 2025Q4: 407,772 shares 407,772 $32.5M 4.08% +16,912 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: 192,384 shares; 2024Q4: 180,202 shares; 2025Q1: 172,333 shares; 2025Q2: 163,617 shares; 2025Q3: 148,596 shares; 2025Q4: 138,396 shares 138,396 $29.3M 3.68% -10,200 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: 117,676 shares; 2024Q4: 110,286 shares; 2025Q1: 103,458 shares; 2025Q2: 101,541 shares; 2025Q3: 98,774 shares; 2025Q4: 92,806 shares 92,806 $25.2M 3.17% -5,968 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: 331,491 shares; 2024Q4: 315,662 shares; 2025Q1: 328,060 shares; 2025Q2: 309,551 shares; 2025Q3: 311,761 shares; 2025Q4: 291,325 shares 291,325 $24.4M 3.06% -20,436 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: 58,776 shares; 2024Q4: 56,403 shares; 2025Q1: 55,186 shares; 2025Q2: 50,931 shares; 2025Q3: 50,896 shares; 2025Q4: 48,814 shares 48,814 $23.6M 2.96% -2,082 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: 32,678 shares; 2024Q4: 32,013 shares; 2025Q1: 36,882 shares; 2025Q2: 35,914 shares; 2025Q3: 36,562 shares; 2025Q4: 36,225 shares 36,225 $22.7M 2.85% -337 Timeline VGIT 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: 425,202 shares; 2024Q4: 404,765 shares; 2025Q1: 395,902 shares; 2025Q2: 374,141 shares; 2025Q3: 374,989 shares; 2025Q4: 350,111 shares 350,111 $21M 2.63% -24,878 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 327,451 shares; 2024Q4: 289,573 shares; 2025Q1: 306,531 shares; 2025Q2: 302,295 shares; 2025Q3: 313,758 shares; 2025Q4: 301,112 shares 301,112 $17.1M 2.15% -12,646 Timeline IJK 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: 209,607 shares; 2024Q4: 186,094 shares; 2025Q1: 174,179 shares; 2025Q2: 166,209 shares; 2025Q3: 157,952 shares; 2025Q4: 153,648 shares 153,648 $14.9M 1.87% -4,304 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 215,833 shares; 2024Q4: 195,919 shares; 2025Q1: 203,479 shares; 2025Q2: 203,549 shares; 2025Q3: 233,013 shares; 2025Q4: 235,415 shares 235,415 $14.7M 1.85% +2,402 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: 47,744 shares; 2024Q4: 45,936 shares; 2025Q1: 45,136 shares; 2025Q2: 44,781 shares; 2025Q3: 44,432 shares; 2025Q4: 42,885 shares 42,885 $13.4M 1.68% -1,547 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,081 shares; 2024Q4: 92,253 shares; 2025Q1: 116,325 shares; 2025Q2: 123,141 shares; 2025Q3: 123,764 shares; 2025Q4: 123,625 shares 123,625 $13.2M 1.65% -139 Timeline IJJ 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: 159,739 shares; 2024Q4: 136,893 shares; 2025Q1: 119,904 shares; 2025Q2: 111,954 shares; 2025Q3: 104,196 shares; 2025Q4: 99,470 shares 99,470 $13.1M 1.64% -4,726 Timeline VMBS 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: 195,294 shares; 2024Q4: 208,051 shares; 2025Q1: 249,113 shares; 2025Q2: 253,503 shares; 2025Q3: 270,166 shares; 2025Q4: 276,082 shares 276,082 $13M 1.63% +5,916 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: 36,844 shares; 2024Q4: 36,076 shares; 2025Q1: 35,106 shares; 2025Q2: 34,773 shares; 2025Q3: 34,047 shares; 2025Q4: 33,430 shares 33,430 $11.6M 1.45% -617 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,131 shares; 2024Q4: 35,086 shares; 2025Q1: 30,885 shares; 2025Q2: 29,012 shares; 2025Q3: 28,433 shares; 2025Q4: 27,609 shares 27,609 $10.9M 1.37% -824 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 576,871 shares; 2024Q4: 551,317 shares; 2025Q1: 525,299 shares; 2025Q2: 484,610 shares; 2025Q3: 454,117 shares; 2025Q4: 414,075 shares 414,075 $10.3M 1.29% -40,042 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,781 shares; 2024Q4: 116,003 shares; 2025Q1: 121,439 shares; 2025Q2: 120,742 shares; 2025Q3: 123,433 shares; 2025Q4: 118,047 shares 118,047 $9.37M 1.18% -5,386 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 207,698 shares; 2024Q4: 195,897 shares; 2025Q1: 188,197 shares; 2025Q2: 188,123 shares; 2025Q3: 188,173 shares; 2025Q4: 184,028 shares 184,028 $9.06M 1.14% -4,145 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: 70,929 shares; 2024Q4: 66,814 shares; 2025Q1: 70,106 shares; 2025Q2: 77,194 shares; 2025Q3: 79,458 shares; 2025Q4: 83,295 shares 83,295 $8.77M 1.1% +3,837 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: 350,979 shares; 2024Q4: 317,930 shares; 2025Q1: 334,463 shares; 2025Q2: 347,949 shares; 2025Q3: 353,411 shares; 2025Q4: 329,145 shares 329,145 $8.66M 1.09% -24,266 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 173,911 shares; 2024Q4: 163,393 shares; 2025Q1: 158,790 shares; 2025Q2: 157,497 shares; 2025Q3: 159,572 shares; 2025Q4: 160,542 shares 160,542 $8.66M 1.09% +970 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 223,013 shares; 2024Q4: 209,553 shares; 2025Q1: 280,285 shares; 2025Q2: 281,341 shares; 2025Q3: 329,064 shares; 2025Q4: 346,838 shares 346,838 $8.48M 1.06% +17,774 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,808 shares; 2024Q4: 65,037 shares; 2025Q1: 66,517 shares; 2025Q2: 66,794 shares; 2025Q3: 66,963 shares; 2025Q4: 63,525 shares 63,525 $8.43M 1.06% -3,438 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,197 shares; 2024Q4: 45,738 shares; 2025Q1: 43,482 shares; 2025Q2: 42,641 shares; 2025Q3: 41,747 shares; 2025Q4: 39,556 shares 39,556 $8.19M 1.03% -2,191 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: 247,104 shares; 2024Q4: 226,162 shares; 2025Q1: 218,784 shares; 2025Q2: 214,427 shares; 2025Q3: 213,680 shares; 2025Q4: 197,095 shares 197,095 $8.03M 1.01% -16,585 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169,437 shares; 2024Q4: 156,802 shares; 2025Q1: 139,237 shares; 2025Q2: 134,801 shares; 2025Q3: 137,691 shares; 2025Q4: 136,139 shares 136,139 $7.85M 0.98% -1,552 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,372 shares; 2024Q4: 25,760 shares; 2025Q1: 24,440 shares; 2025Q2: 24,319 shares; 2025Q3: 24,284 shares; 2025Q4: 23,682 shares 23,682 $7.63M 0.96% -602 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 460,895 shares; 2024Q4: 447,070 shares; 2025Q1: 427,696 shares; 2025Q2: 387,618 shares; 2025Q3: 297,643 shares; 2025Q4: 252,074 shares 252,074 $6.93M 0.87% -45,569 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 309,885 shares; 2024Q4: 268,813 shares; 2025Q1: 274,405 shares; 2025Q2: 297,765 shares; 2025Q3: 305,099 shares; 2025Q4: 278,287 shares 278,287 $6.93M 0.87% -26,812 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: 27,614 shares; 2024Q4: 27,981 shares; 2025Q1: 28,289 shares; 2025Q2: 28,561 shares; 2025Q3: 28,981 shares; 2025Q4: 28,500 shares 28,500 $6.58M 0.83% -481 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 274,433 shares; 2024Q4: 284,777 shares; 2025Q1: 365,523 shares; 2025Q2: 394,997 shares; 2025Q3: 476,405 shares; 2025Q4: 477,998 shares 477,998 $6.27M 0.79% +1,593 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,755 shares; 2024Q4: 26,273 shares; 2025Q1: 24,801 shares; 2025Q2: 27,188 shares; 2025Q3: 59,598 shares; 2025Q4: 65,793 shares 65,793 $6.01M 0.75% +6,195 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,852 shares; 2024Q4: 73,655 shares; 2025Q1: 60,678 shares; 2025Q2: 58,929 shares; 2025Q3: 57,511 shares; 2025Q4: 56,231 shares 56,231 $5.93M 0.74% -1,280 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: 11,658 shares; 2024Q4: 10,294 shares; 2025Q1: 10,120 shares; 2025Q2: 9,931 shares; 2025Q3: 8,798 shares; 2025Q4: 8,628 shares 8,628 $5.91M 0.74% -170 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,410 shares; 2024Q4: 29,997 shares; 2025Q1: 19,895 shares; 2025Q2: 17,807 shares; 2025Q3: 32,089 shares; 2025Q4: 38,629 shares 38,629 $5.89M 0.74% +6,540 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,923 shares; 2024Q4: 87,202 shares; 2025Q1: 98,029 shares; 2025Q2: 97,079 shares; 2025Q3: 106,581 shares; 2025Q4: 108,819 shares 108,819 $5.85M 0.73% +2,238 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,509 shares; 2024Q4: 110,391 shares; 2025Q1: 108,058 shares; 2025Q2: 106,450 shares; 2025Q3: 110,156 shares; 2025Q4: 106,844 shares 106,844 $5.83M 0.73% -3,312 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: 32,651 shares; 2024Q4: 30,791 shares; 2025Q1: 31,293 shares; 2025Q2: 33,425 shares; 2025Q3: 33,450 shares; 2025Q4: 33,155 shares 33,155 $5.67M 0.71% -295 Timeline HSY HERSHEY CO More: the full row for HERSHEY 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: 1,911 shares; 2025Q2: 22,987 shares; 2025Q3: 28,785 shares; 2025Q4: 29,936 shares 29,936 $5.45M 0.68% +1,151 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: 27,087 shares; 2024Q4: 28,560 shares; 2025Q1: 29,232 shares; 2025Q2: 30,081 shares; 2025Q3: 30,684 shares; 2025Q4: 29,108 shares 29,108 $5.43M 0.68% -1,576 Timeline CNH CNH INDL N V More: the full row for CNH INDL N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 459,216 shares; 2024Q4: 507,800 shares; 2025Q1: 608,578 shares; 2025Q2: 612,614 shares; 2025Q3: 630,152 shares; 2025Q4: 585,263 shares 585,263 $5.4M 0.68% -44,889 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,012 shares; 2024Q4: 14,378 shares; 2025Q1: 12,604 shares; 2025Q2: 12,242 shares; 2025Q3: 11,305 shares; 2025Q4: 10,570 shares 10,570 $5.11M 0.64% -735 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,121 shares; 2024Q4: 69,851 shares; 2025Q1: 90,770 shares; 2025Q2: 90,292 shares; 2025Q3: 56,008 shares; 2025Q4: 42,948 shares 42,948 $5.01M 0.63% -13,060 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,224 shares; 2024Q4: 110,863 shares; 2025Q1: 111,889 shares; 2025Q2: 111,433 shares; 2025Q3: 110,606 shares; 2025Q4: 83,129 shares 83,129 $4.87M 0.61% -27,477 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 217,646 shares; 2024Q4: 215,130 shares; 2025Q1: 258,189 shares; 2025Q2: 238,103 shares; 2025Q3: 212,028 shares; 2025Q4: 101,176 shares 101,176 $4.58M 0.57% -110,852 Timeline WU WESTERN UN CO More: the full row for WESTERN UN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 540,388 shares; 2024Q4: 483,107 shares; 2025Q1: 571,876 shares; 2025Q2: 574,651 shares; 2025Q3: 552,660 shares; 2025Q4: 485,748 shares 485,748 $4.52M 0.57% -66,912 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,607 shares; 2024Q4: 19,460 shares; 2025Q1: 19,817 shares; 2025Q2: 21,004 shares; 2025Q3: 26,543 shares; 2025Q4: 25,739 shares 25,739 $4.47M 0.56% -804 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,697 shares; 2024Q4: 44,602 shares; 2025Q1: 43,127 shares; 2025Q2: 35,539 shares; 2025Q3: 38,027 shares; 2025Q4: 31,956 shares 31,956 $4.45M 0.56% -6,071 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY 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: 36,891 shares; 2025Q3: 57,453 shares; 2025Q4: 65,328 shares 65,328 $4.4M 0.55% +7,875 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,153 shares; 2024Q4: 23,138 shares; 2025Q1: 25,931 shares; 2025Q2: 33,476 shares; 2025Q3: 40,854 shares; 2025Q4: 43,331 shares 43,331 $4.24M 0.53% +2,477 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,592 shares; 2024Q4: 70,776 shares; 2025Q1: 69,539 shares; 2025Q2: 69,267 shares; 2025Q3: 69,349 shares; 2025Q4: 47,581 shares 47,581 $4.23M 0.53% -21,768 Timeline VIRT VIRTU FINL INC More: the full row for VIRTU FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 324,913 shares; 2024Q4: 286,847 shares; 2025Q1: 229,350 shares; 2025Q2: 211,319 shares; 2025Q3: 188,955 shares; 2025Q4: 119,271 shares 119,271 $3.97M 0.5% -69,684 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,686 shares; 2025Q4: 74,232 shares 74,232 $3.96M 0.5% +56,546 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: 14,688 shares; 2024Q4: 13,403 shares; 2025Q1: 12,012 shares; 2025Q2: 10,733 shares; 2025Q3: 13,636 shares; 2025Q4: 15,207 shares 15,207 $3.95M 0.5% +1,571 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,442 shares; 2024Q4: 26,148 shares; 2025Q1: 27,702 shares; 2025Q2: 29,365 shares; 2025Q3: 37,375 shares; 2025Q4: 37,490 shares 37,490 $3.84M 0.48% +115 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V 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: 96,344 shares 96,344 $3.7M 0.46% new Timeline IJT 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: 36,419 shares; 2024Q4: 30,308 shares; 2025Q1: 29,360 shares; 2025Q2: 28,606 shares; 2025Q3: 26,698 shares; 2025Q4: 25,271 shares 25,271 $3.57M 0.45% -1,427 Timeline IJS 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: 44,867 shares; 2024Q4: 38,548 shares; 2025Q1: 37,093 shares; 2025Q2: 35,560 shares; 2025Q3: 32,313 shares; 2025Q4: 31,226 shares 31,226 $3.55M 0.45% -1,087 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,409 shares; 2024Q4: 134,832 shares; 2025Q1: 138,453 shares; 2025Q2: 135,497 shares; 2025Q3: 161,346 shares; 2025Q4: 200,646 shares 200,646 $3.47M 0.44% +39,300 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,538 shares; 2024Q4: 3,501 shares; 2025Q1: 3,366 shares; 2025Q2: 3,366 shares; 2025Q3: 3,251 shares; 2025Q4: 3,195 shares 3,195 $3.43M 0.43% -56 Timeline EFA 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: 45,549 shares; 2024Q4: 40,565 shares; 2025Q1: 39,123 shares; 2025Q2: 39,130 shares; 2025Q3: 37,893 shares; 2025Q4: 35,377 shares 35,377 $3.4M 0.43% -2,516 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,290 shares; 2024Q4: 115,375 shares; 2025Q1: 106,580 shares; 2025Q2: 104,984 shares; 2025Q3: 58,972 shares; 2025Q4: 43,015 shares 43,015 $3.31M 0.42% -15,957 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: 12,011 shares; 2024Q4: 11,929 shares; 2025Q1: 11,744 shares; 2025Q2: 11,744 shares; 2025Q3: 11,744 shares; 2025Q4: 22,992 shares 22,992 $3.31M 0.42% +11,248 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: 5,336 shares; 2024Q4: 5,333 shares; 2025Q1: 5,511 shares; 2025Q2: 5,511 shares; 2025Q3: 5,506 shares; 2025Q4: 4,740 shares 4,740 $3.23M 0.41% -766 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: 25,625 shares; 2024Q4: 25,586 shares; 2025Q1: 22,356 shares; 2025Q2: 22,224 shares; 2025Q3: 22,224 shares; 2025Q4: 22,224 shares 22,224 $3.18M 0.4% 0 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,399 shares; 2024Q4: 44,013 shares; 2025Q1: 52,520 shares; 2025Q2: 55,982 shares; 2025Q3: 59,036 shares; 2025Q4: 50,382 shares 50,382 $2.95M 0.37% -8,654 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,256 shares; 2024Q4: 10,744 shares; 2025Q1: 10,158 shares; 2025Q2: 9,846 shares; 2025Q3: 9,361 shares; 2025Q4: 8,583 shares 8,583 $2.83M 0.36% -778 Timeline SCHA 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: 44,785 shares; 2024Q4: 78,383 shares; 2025Q1: 94,434 shares; 2025Q2: 94,480 shares; 2025Q3: 102,381 shares; 2025Q4: 97,500 shares 97,500 $2.78M 0.35% -4,881 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,662 shares; 2024Q4: 11,658 shares; 2025Q1: 11,418 shares; 2025Q2: 10,333 shares; 2025Q3: 8,353 shares; 2025Q4: 8,308 shares 8,308 $2.68M 0.34% -45 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,202 shares; 2024Q4: 143,354 shares; 2025Q1: 137,236 shares; 2025Q2: 127,042 shares; 2025Q3: 80,894 shares; 2025Q4: 42,749 shares 42,749 $2.67M 0.34% -38,145 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,124 shares; 2024Q4: 19,156 shares; 2025Q1: 16,659 shares; 2025Q2: 16,202 shares; 2025Q3: 16,202 shares; 2025Q4: 16,065 shares 16,065 $2.58M 0.32% -137 Timeline WTM WHITE MTNS INS GROUP LTD More: the full row for WHITE MTNS INS GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,176 shares; 2024Q4: 1,176 shares; 2025Q1: 1,176 shares; 2025Q2: 1,176 shares; 2025Q3: 1,176 shares; 2025Q4: 1,176 shares 1,176 $2.44M 0.31% 0 Timeline EIX EDISON INTL More: the full row for EDISON INTL 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: 40,277 shares 40,277 $2.42M 0.3% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,011 shares; 2024Q4: 3,036 shares; 2025Q1: 3,281 shares; 2025Q2: 3,342 shares; 2025Q3: 3,414 shares; 2025Q4: 3,424 shares 3,424 $2.26M 0.28% +10 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,279 shares; 2025Q4: 39,734 shares 39,734 $2.24M 0.28% +18,455 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,006 shares; 2025Q1: 40,469 shares; 2025Q2: 43,955 shares; 2025Q3: 37,643 shares; 2025Q4: 20,272 shares 20,272 $2.12M 0.27% -17,371 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,316 shares; 2024Q4: 40,124 shares; 2025Q1: 49,297 shares; 2025Q2: 54,022 shares; 2025Q3: 63,149 shares; 2025Q4: 48,303 shares 48,303 $2.07M 0.26% -14,846 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,804 shares; 2024Q4: 34,745 shares; 2025Q1: 31,153 shares; 2025Q2: 30,857 shares; 2025Q3: 31,062 shares; 2025Q4: 30,854 shares 30,854 $2.07M 0.26% -208 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,581 shares; 2024Q4: 3,556 shares; 2025Q1: 3,541 shares; 2025Q2: 3,541 shares; 2025Q3: 3,531 shares; 2025Q4: 3,407 shares 3,407 $2.06M 0.26% -124 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: 8,518 shares; 2024Q4: 8,440 shares; 2025Q1: 8,395 shares; 2025Q2: 8,334 shares; 2025Q3: 8,328 shares; 2025Q4: 8,328 shares 8,328 $2.05M 0.26% 0 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: 13,201 shares; 2024Q4: 5,497 shares; 2025Q1: 4,619 shares; 2025Q2: 4,518 shares; 2025Q3: 4,429 shares; 2025Q4: 4,170 shares 4,170 $1.97M 0.25% -259 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: 5,536 shares; 2024Q4: 5,255 shares; 2025Q1: 5,471 shares; 2025Q2: 5,480 shares; 2025Q3: 5,293 shares; 2025Q4: 5,301 shares 5,301 $1.86M 0.23% +8 Timeline PCAR PACCAR INC More: the full row for PACCAR 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: 16,721 shares 16,721 $1.83M 0.23% new Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,060 shares; 2024Q4: 38,873 shares; 2025Q1: 38,955 shares; 2025Q2: 38,889 shares; 2025Q3: 27,727 shares; 2025Q4: 27,153 shares 27,153 $1.79M 0.22% -574 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,476 shares; 2024Q4: 1,557 shares; 2025Q1: 1,552 shares; 2025Q2: 1,527 shares; 2025Q3: 1,536 shares; 2025Q4: 1,455 shares 1,455 $1.77M 0.22% -81 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,137 shares; 2024Q4: 13,764 shares; 2025Q1: 15,040 shares; 2025Q2: 14,828 shares; 2025Q3: 17,350 shares; 2025Q4: 39,479 shares 39,479 $1.71M 0.21% +22,129 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,925 shares; 2024Q4: 22,590 shares; 2025Q1: 23,210 shares; 2025Q2: 26,688 shares; 2025Q3: 19,868 shares; 2025Q4: 33,043 shares 33,043 $1.66M 0.21% +13,175 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: 21,910 shares; 2024Q4: 19,592 shares; 2025Q1: 17,795 shares; 2025Q2: 18,026 shares; 2025Q3: 18,162 shares; 2025Q4: 17,647 shares 17,647 $1.64M 0.21% -515 Timeline VOT 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: 4,826 shares; 2024Q4: 5,018 shares; 2025Q1: 4,449 shares; 2025Q2: 4,430 shares; 2025Q3: 4,574 shares; 2025Q4: 5,884 shares 5,884 $1.64M 0.21% +1,310 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,694 shares; 2024Q4: 25,530 shares; 2025Q1: 21,727 shares; 2025Q2: 21,279 shares; 2025Q3: 21,092 shares; 2025Q4: 12,922 shares 12,922 $1.56M 0.2% -8,170 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES 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: 21,986 shares; 2025Q4: 93,870 shares 93,870 $1.51M 0.19% +71,884 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,766 shares; 2024Q4: 16,766 shares; 2025Q1: 16,723 shares; 2025Q2: 16,723 shares; 2025Q3: 16,723 shares; 2025Q4: 16,723 shares 16,723 $1.48M 0.19% 0 Timeline OEF 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: 2,406 shares; 2025Q2: 2,611 shares; 2025Q3: 4,028 shares; 2025Q4: 4,126 shares 4,126 $1.42M 0.18% +98 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: 6,167 shares; 2024Q4: 5,955 shares; 2025Q1: 5,855 shares; 2025Q2: 5,855 shares; 2025Q3: 5,742 shares; 2025Q4: 4,044 shares 4,044 $1.39M 0.17% -1,698 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: 11,844 shares; 2024Q4: 11,844 shares; 2025Q1: 11,844 shares; 2025Q2: 11,844 shares; 2025Q3: 11,844 shares; 2025Q4: 11,844 shares 11,844 $1.37M 0.17% 0 Timeline VOE 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: 7,702 shares; 2024Q4: 7,956 shares; 2025Q1: 7,978 shares; 2025Q2: 7,954 shares; 2025Q3: 7,910 shares; 2025Q4: 7,726 shares 7,726 $1.37M 0.17% -184 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: 12,506 shares; 2024Q4: 12,055 shares; 2025Q1: 11,000 shares; 2025Q2: 10,088 shares; 2025Q3: 8,988 shares; 2025Q4: 8,824 shares 8,824 $1.37M 0.17% -164 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,884 shares; 2024Q4: 7,105 shares; 2025Q1: 7,236 shares; 2025Q2: 7,038 shares; 2025Q3: 6,565 shares; 2025Q4: 6,301 shares 6,301 $1.33M 0.17% -264 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,578 shares; 2024Q4: 13,423 shares; 2025Q1: 8,617 shares; 2025Q2: 7,994 shares; 2025Q3: 7,309 shares; 2025Q4: 7,209 shares 7,209 $1.29M 0.16% -100 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: 8,075 shares; 2024Q4: 7,975 shares; 2025Q1: 6,890 shares; 2025Q2: 6,890 shares; 2025Q3: 6,590 shares; 2025Q4: 6,511 shares 6,511 $1.27M 0.16% -79 Timeline VBK 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: 5,548 shares; 2024Q4: 5,110 shares; 2025Q1: 4,980 shares; 2025Q2: 4,770 shares; 2025Q3: 4,255 shares; 2025Q4: 4,166 shares 4,166 $1.26M 0.16% -89 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,477 shares; 2024Q4: 1,517 shares; 2025Q1: 1,413 shares; 2025Q2: 1,365 shares; 2025Q3: 1,370 shares; 2025Q4: 1,347 shares 1,347 $1.16M 0.15% -23 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: 631 shares; 2024Q4: 610 shares; 2025Q1: 667 shares; 2025Q2: 713 shares; 2025Q3: 1,061 shares; 2025Q4: 1,059 shares 1,059 $1.13M 0.14% -2 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,385 shares; 2024Q4: 14,207 shares; 2025Q1: 14,481 shares; 2025Q2: 14,815 shares; 2025Q3: 14,608 shares; 2025Q4: 14,636 shares 14,636 $1.13M 0.14% +28 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: 10,041 shares; 2024Q4: 9,479 shares; 2025Q1: 5,489 shares; 2025Q2: 5,489 shares; 2025Q3: 5,054 shares; 2025Q4: 4,926 shares 4,926 $1.13M 0.14% -128 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: 2,512 shares; 2024Q4: 2,920 shares; 2025Q1: 3,024 shares; 2025Q2: 3,382 shares; 2025Q3: 3,879 shares; 2025Q4: 3,619 shares 3,619 $1.1M 0.14% -260 Timeline FLIN FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,382 shares; 2024Q4: 10,505 shares; 2025Q1: 20,490 shares; 2025Q2: 21,844 shares; 2025Q3: 27,870 shares; 2025Q4: 27,789 shares 27,789 $1.07M 0.13% -81 Timeline IVOO 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: 23,662 shares; 2024Q4: 18,280 shares; 2025Q1: 12,530 shares; 2025Q2: 12,347 shares; 2025Q3: 10,030 shares; 2025Q4: 9,537 shares 9,537 $1.07M 0.13% -493 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,755 shares; 2024Q4: 22,755 shares; 2025Q1: 17,000 shares; 2025Q2: 16,450 shares; 2025Q3: 16,450 shares; 2025Q4: 15,910 shares 15,910 $1.07M 0.13% -540 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: 5,758 shares; 2024Q4: 5,758 shares; 2025Q1: 5,398 shares; 2025Q2: 5,318 shares; 2025Q3: 4,895 shares; 2025Q4: 4,895 shares 4,895 $1.05M 0.13% 0 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,579 shares; 2024Q4: 6,509 shares; 2025Q1: 11,979 shares; 2025Q2: 12,332 shares; 2025Q3: 13,593 shares; 2025Q4: 12,843 shares 12,843 $1.02M 0.13% -750 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,022 shares; 2024Q4: 12,797 shares; 2025Q1: 12,183 shares; 2025Q2: 11,853 shares; 2025Q3: 11,563 shares; 2025Q4: 11,253 shares 11,253 $981K 0.12% -310 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: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares 3,000 $972K 0.12% 0 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,338 shares; 2024Q4: 11,533 shares; 2025Q1: 11,211 shares; 2025Q2: 11,240 shares; 2025Q3: 7,816 shares; 2025Q4: 7,921 shares 7,921 $952K 0.12% +105 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,686 shares; 2024Q4: 1,631 shares; 2025Q1: 1,637 shares; 2025Q2: 1,653 shares; 2025Q3: 1,657 shares; 2025Q4: 1,609 shares 1,609 $932K 0.12% -48 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,600 shares; 2024Q4: 12,600 shares; 2025Q1: 12,600 shares; 2025Q2: 12,600 shares; 2025Q3: 12,600 shares; 2025Q4: 12,600 shares 12,600 $928K 0.12% 0 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,692 shares; 2024Q4: 22,785 shares; 2025Q1: 23,010 shares; 2025Q2: 23,565 shares; 2025Q3: 23,895 shares; 2025Q4: 21,766 shares 21,766 $909K 0.11% -2,129 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,887 shares; 2024Q4: 7,663 shares; 2025Q1: 7,744 shares; 2025Q2: 7,780 shares; 2025Q3: 7,905 shares; 2025Q4: 7,872 shares 7,872 $908K 0.11% -33 Timeline IWD 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: 16,790 shares; 2024Q4: 6,139 shares; 2025Q1: 4,785 shares; 2025Q2: 4,786 shares; 2025Q3: 4,547 shares; 2025Q4: 4,240 shares 4,240 $892K 0.11% -307 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: 3,025 shares; 2024Q4: 2,800 shares; 2025Q1: 3,115 shares; 2025Q2: 3,122 shares; 2025Q3: 3,198 shares; 2025Q4: 3,234 shares 3,234 $857K 0.11% +36 Timeline USRT 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: 14,878 shares; 2024Q4: 14,878 shares; 2025Q1: 14,878 shares; 2025Q2: 14,878 shares; 2025Q3: 14,878 shares; 2025Q4: 14,878 shares 14,878 $847K 0.11% 0 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,859 shares; 2024Q4: 1,932 shares; 2025Q1: 2,478 shares; 2025Q2: 2,496 shares; 2025Q3: 2,535 shares; 2025Q4: 2,490 shares 2,490 $847K 0.11% -45 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: 6,969 shares; 2024Q4: 5,899 shares; 2025Q1: 5,917 shares; 2025Q2: 5,772 shares; 2025Q3: 3,654 shares; 2025Q4: 3,481 shares 3,481 $844K 0.11% -173 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,395 shares; 2024Q4: 5,181 shares; 2025Q1: 5,938 shares; 2025Q2: 6,075 shares; 2025Q3: 5,852 shares; 2025Q4: 5,845 shares 5,845 $827K 0.1% -7 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: 1,877 shares; 2024Q4: 1,877 shares; 2025Q1: 1,632 shares; 2025Q2: 1,457 shares; 2025Q3: 1,457 shares; 2025Q4: 1,457 shares 1,457 $825K 0.1% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,477 shares; 2024Q4: 9,445 shares; 2025Q1: 9,128 shares; 2025Q2: 9,130 shares; 2025Q3: 9,012 shares; 2025Q4: 3,549 shares 3,549 $821K 0.1% -5,463 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: 6,286 shares; 2024Q4: 6,286 shares; 2025Q1: 5,961 shares; 2025Q2: 5,716 shares; 2025Q3: 5,716 shares; 2025Q4: 5,716 shares 5,716 $820K 0.1% 0 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,419 shares; 2024Q4: 3,355 shares; 2025Q1: 3,793 shares; 2025Q2: 3,777 shares; 2025Q3: 3,777 shares; 2025Q4: 3,691 shares 3,691 $801K 0.1% -86 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,997 shares; 2024Q4: 1,947 shares; 2025Q1: 2,157 shares; 2025Q2: 2,144 shares; 2025Q3: 2,279 shares; 2025Q4: 2,286 shares 2,286 $800K 0.1% +7 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: 2,587 shares; 2024Q4: 5,074 shares; 2025Q1: 4,295 shares; 2025Q2: 4,295 shares; 2025Q3: 4,295 shares; 2025Q4: 4,295 shares 4,295 $791K 0.1% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,371 shares; 2024Q4: 14,371 shares; 2025Q1: 14,371 shares; 2025Q2: 14,371 shares; 2025Q3: 14,371 shares; 2025Q4: 14,371 shares 14,371 $774K 0.1% 0 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL 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: 23,592 shares; 2025Q2: 23,964 shares; 2025Q3: 25,263 shares; 2025Q4: 25,291 shares 25,291 $772K 0.1% +28 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,775 shares; 2024Q4: 7,775 shares; 2025Q1: 7,240 shares; 2025Q2: 7,198 shares; 2025Q3: 6,407 shares; 2025Q4: 6,151 shares 6,151 $771K 0.1% -256 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,300 shares; 2024Q4: 3,300 shares; 2025Q1: 3,220 shares; 2025Q2: 3,070 shares; 2025Q3: 3,070 shares; 2025Q4: 3,070 shares 3,070 $771K 0.1% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,250 shares; 2024Q4: 2,250 shares; 2025Q1: 2,250 shares; 2025Q2: 2,250 shares; 2025Q3: 2,213 shares; 2025Q4: 2,175 shares 2,175 $764K 0.1% -38 Timeline BRK-A 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: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares 1 $755K 0.09% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,863 shares; 2024Q4: 8,807 shares; 2025Q1: 6,134 shares; 2025Q2: 5,843 shares; 2025Q3: 5,490 shares; 2025Q4: 4,690 shares 4,690 $751K 0.09% -800 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,184 shares; 2024Q4: 5,184 shares; 2025Q1: 5,191 shares; 2025Q2: 5,467 shares; 2025Q3: 4,995 shares; 2025Q4: 4,995 shares 4,995 $743K 0.09% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,563 shares; 2024Q4: 6,558 shares; 2025Q1: 6,626 shares; 2025Q2: 6,626 shares; 2025Q3: 6,618 shares; 2025Q4: 6,614 shares 6,614 $737K 0.09% -4 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING 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: 5,798 shares 5,798 $734K 0.09% new 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: 2,900 shares; 2024Q4: 2,900 shares; 2025Q1: 2,240 shares; 2025Q2: 2,240 shares; 2025Q3: 2,240 shares; 2025Q4: 2,240 shares 2,240 $703K 0.09% 0 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,743 shares; 2024Q4: 4,743 shares; 2025Q1: 4,148 shares; 2025Q2: 4,148 shares; 2025Q3: 4,148 shares; 2025Q4: 4,148 shares 4,148 $703K 0.09% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,292 shares; 2025Q1: 23,919 shares; 2025Q2: 28,322 shares; 2025Q3: 30,607 shares; 2025Q4: 28,611 shares 28,611 $694K 0.09% -1,996 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,761 shares 11,761 $687K 0.09% new Timeline VTWO 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: 6,873 shares; 2025Q1: 6,873 shares; 2025Q2: 6,873 shares; 2025Q3: 6,873 shares; 2025Q4: 6,873 shares 6,873 $684K 0.09% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,714 shares 1,714 $663K 0.08% new Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 658 shares; 2025Q1: 676 shares; 2025Q2: 676 shares; 2025Q3: 679 shares; 2025Q4: 618 shares 618 $661K 0.08% -61 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,154 shares; 2024Q4: 23,517 shares; 2025Q1: 24,334 shares; 2025Q2: 24,560 shares; 2025Q3: 25,088 shares; 2025Q4: 24,287 shares 24,287 $629K 0.08% -801 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,930 shares; 2024Q4: 6,680 shares; 2025Q1: 6,545 shares; 2025Q2: 6,545 shares; 2025Q3: 6,545 shares; 2025Q4: 6,545 shares 6,545 $624K 0.08% 0 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: 2,660 shares; 2024Q4: 2,578 shares; 2025Q1: 2,658 shares; 2025Q2: 2,714 shares; 2025Q3: 2,734 shares; 2025Q4: 2,664 shares 2,664 $595K 0.07% -70 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE 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: 11,831 shares; 2025Q3: 14,297 shares; 2025Q4: 12,408 shares 12,408 $579K 0.07% -1,889 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: 768 shares; 2024Q4: 768 shares; 2025Q1: 768 shares; 2025Q2: 768 shares; 2025Q3: 768 shares; 2025Q4: 768 shares 768 $579K 0.07% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,699 shares 6,699 $569K 0.07% new Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,580 shares; 2024Q4: 33,580 shares; 2025Q1: 32,197 shares; 2025Q2: 32,197 shares; 2025Q3: 32,197 shares; 2025Q4: 31,078 shares 31,078 $566K 0.07% -1,119 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,197 shares; 2024Q4: 19,879 shares; 2025Q1: 16,629 shares; 2025Q2: 16,894 shares; 2025Q3: 17,496 shares; 2025Q4: 15,009 shares 15,009 $554K 0.07% -2,487 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,070 shares; 2024Q4: 5,070 shares; 2025Q1: 3,970 shares; 2025Q2: 3,970 shares; 2025Q3: 3,970 shares; 2025Q4: 3,970 shares 3,970 $527K 0.07% 0 Timeline RMD RESMED INC More: the full row for RESMED 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: 2,084 shares; 2025Q4: 2,187 shares 2,187 $527K 0.07% +103 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,753 shares; 2025Q4: 1,687 shares 1,687 $527K 0.07% -66 Timeline SHM 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: 29,393 shares; 2024Q4: 21,763 shares; 2025Q1: 18,796 shares; 2025Q2: 15,001 shares; 2025Q3: 10,957 shares; 2025Q4: 10,957 shares 10,957 $526K 0.07% 0 Timeline ITM 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: 14,421 shares; 2024Q4: 14,421 shares; 2025Q1: 13,349 shares; 2025Q2: 11,148 shares; 2025Q3: 11,148 shares; 2025Q4: 11,148 shares 11,148 $526K 0.07% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,049 shares; 2024Q4: 1,049 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 900 shares 900 $516K 0.06% 0 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 748 shares; 2024Q4: 760 shares; 2025Q1: 960 shares; 2025Q2: 960 shares; 2025Q3: 960 shares; 2025Q4: 966 shares 966 $486K 0.06% +6 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,543 shares; 2024Q4: 5,768 shares; 2025Q1: 5,709 shares; 2025Q2: 6,976 shares; 2025Q3: 8,232 shares; 2025Q4: 8,104 shares 8,104 $473K 0.06% -128 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,162 shares; 2024Q4: 10,007 shares; 2025Q1: 10,578 shares; 2025Q2: 11,809 shares; 2025Q3: 12,328 shares; 2025Q4: 12,237 shares 12,237 $470K 0.06% -91 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,005 shares 10,005 $465K 0.06% new 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: 1,707 shares; 2024Q4: 1,612 shares; 2025Q1: 1,666 shares; 2025Q2: 1,982 shares; 2025Q3: 2,041 shares; 2025Q4: 1,988 shares 1,988 $455K 0.06% -53 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,500 shares; 2024Q4: 11,500 shares; 2025Q1: 11,500 shares; 2025Q2: 11,500 shares; 2025Q3: 11,500 shares; 2025Q4: 11,500 shares 11,500 $453K 0.06% 0 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: 1,815 shares; 2024Q4: 1,815 shares; 2025Q1: 1,815 shares; 2025Q2: 1,815 shares; 2025Q3: 1,815 shares; 2025Q4: 1,815 shares 1,815 $448K 0.06% 0 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,667 shares; 2024Q4: 25,191 shares; 2025Q1: 18,606 shares; 2025Q2: 18,625 shares; 2025Q3: 17,455 shares; 2025Q4: 17,492 shares 17,492 $426K 0.05% +37 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,167 shares; 2024Q4: 7,872 shares; 2025Q1: 7,763 shares; 2025Q2: 7,898 shares; 2025Q3: 8,326 shares; 2025Q4: 4,235 shares 4,235 $396K 0.05% -4,091 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,708 shares; 2024Q4: 2,708 shares; 2025Q1: 2,750 shares; 2025Q2: 2,750 shares; 2025Q3: 2,150 shares; 2025Q4: 2,150 shares 2,150 $394K 0.05% 0 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS 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: 3,729 shares 3,729 $384K 0.05% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,227 shares; 2024Q4: 12,227 shares; 2025Q1: 12,227 shares; 2025Q2: 12,227 shares; 2025Q3: 6,949 shares; 2025Q4: 6,949 shares 6,949 $381K 0.05% 0 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: 11,405 shares; 2024Q4: 9,189 shares; 2025Q1: 8,263 shares; 2025Q2: 5,880 shares; 2025Q3: 4,188 shares; 2025Q4: 3,423 shares 3,423 $377K 0.05% -765 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,072 shares; 2025Q4: 1,063 shares 1,063 $375K 0.05% -9 Timeline CUBE CUBESMART More: the full row for CUBESMART Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,290 shares; 2024Q4: 84,354 shares; 2025Q1: 74,010 shares; 2025Q2: 70,044 shares; 2025Q3: 60,125 shares; 2025Q4: 10,207 shares 10,207 $368K 0.05% -49,918 Timeline FBIZ FIRST BUSINESS FINL SVCS INC More: the full row for FIRST BUSINESS FINL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,547 shares; 2024Q4: 6,581 shares; 2025Q1: 6,617 shares; 2025Q2: 6,656 shares; 2025Q3: 6,694 shares; 2025Q4: 6,730 shares 6,730 $365K 0.05% +36 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,273 shares; 2024Q4: 3,273 shares; 2025Q1: 3,273 shares; 2025Q2: not reported; 2025Q3: 1,272 shares; 2025Q4: 1,272 shares 1,272 $363K 0.05% 0 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: 4,327 shares; 2024Q4: 3,232 shares; 2025Q1: 3,085 shares; 2025Q2: 3,290 shares; 2025Q3: 3,063 shares; 2025Q4: 3,247 shares 3,247 $360K 0.05% +184 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,337 shares; 2024Q4: 2,337 shares; 2025Q1: 2,337 shares; 2025Q2: 2,337 shares; 2025Q3: 2,337 shares; 2025Q4: 1,087 shares 1,087 $335K 0.04% -1,250 Timeline BBWI BATH & BODY WORKS INC More: the full row for BATH & BODY WORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,127 shares; 2024Q4: 15,957 shares; 2025Q1: 16,736 shares; 2025Q2: 17,023 shares; 2025Q3: 17,092 shares; 2025Q4: 16,520 shares 16,520 $332K 0.04% -572 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: 9,414 shares; 2024Q4: 8,134 shares; 2025Q1: 6,169 shares; 2025Q2: 9,669 shares; 2025Q3: 9,077 shares; 2025Q4: 6,019 shares 6,019 $331K 0.04% -3,058 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,665 shares; 2024Q4: 7,915 shares; 2025Q1: 5,237 shares; 2025Q2: 4,944 shares; 2025Q3: 4,360 shares; 2025Q4: 7,236 shares 7,236 $324K 0.04% +2,876 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,305 shares; 2025Q1: 2,543 shares; 2025Q2: 2,274 shares; 2025Q3: 1,706 shares; 2025Q4: 1,806 shares 1,806 $321K 0.04% +100 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 599 shares; 2024Q4: 599 shares; 2025Q1: 563 shares; 2025Q2: 563 shares; 2025Q3: 563 shares; 2025Q4: 563 shares 563 $321K 0.04% 0 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,203 shares; 2024Q4: 34,203 shares; 2025Q1: 34,203 shares; 2025Q2: 34,203 shares; 2025Q3: 34,203 shares; 2025Q4: 26,100 shares 26,100 $306K 0.04% -8,103 Timeline IWR 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: 3,028 shares; 2024Q4: 3,028 shares; 2025Q1: 3,028 shares; 2025Q2: 3,028 shares; 2025Q3: 3,028 shares; 2025Q4: 3,028 shares 3,028 $292K 0.04% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,061 shares; 2024Q4: 1,513 shares; 2025Q1: 1,513 shares; 2025Q2: 1,513 shares; 2025Q3: 1,515 shares; 2025Q4: 867 shares 867 $291K 0.04% -648 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,817 shares; 2024Q4: 4,124 shares; 2025Q1: 2,295 shares; 2025Q2: 2,295 shares; 2025Q3: 2,103 shares; 2025Q4: 1,598 shares 1,598 $284K 0.04% -505 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,100 shares; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares 1,100 $283K 0.04% 0 Timeline PFXF 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: 16,684 shares; 2024Q4: 16,684 shares; 2025Q1: 16,018 shares; 2025Q2: 16,018 shares; 2025Q3: 16,018 shares; 2025Q4: 16,018 shares 16,018 $283K 0.04% 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: 5,100 shares; 2024Q4: 5,100 shares; 2025Q1: 5,100 shares; 2025Q2: 5,100 shares; 2025Q3: 5,100 shares; 2025Q4: 5,100 shares 5,100 $279K 0.04% 0 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS 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: 2,228 shares 2,228 $256K 0.03% new Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,884 shares; 2024Q4: 2,659 shares; 2025Q1: 2,576 shares; 2025Q2: 2,533 shares; 2025Q3: 2,500 shares; 2025Q4: 2,412 shares 2,412 $253K 0.03% -88 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,184 shares; 2024Q4: 6,365 shares; 2025Q1: 6,812 shares; 2025Q2: 6,959 shares; 2025Q3: 6,996 shares; 2025Q4: 6,486 shares 6,486 $251K 0.03% -510 Timeline FAF FIRST AMERN FINL CORP More: the full row for FIRST AMERN FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,604 shares; 2024Q4: 27,637 shares; 2025Q1: 25,182 shares; 2025Q2: 24,659 shares; 2025Q3: 7,119 shares; 2025Q4: 3,791 shares 3,791 $233K 0.03% -3,328 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,716 shares; 2024Q4: 9,716 shares; 2025Q1: 7,918 shares; 2025Q2: 7,109 shares; 2025Q3: 6,109 shares; 2025Q4: 5,487 shares 5,487 $230K 0.03% -622 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: 4,995 shares; 2024Q4: 4,995 shares; 2025Q1: 2,926 shares; 2025Q2: 2,852 shares; 2025Q3: 2,852 shares; 2025Q4: 5,286 shares 5,286 $226K 0.03% +2,434 Timeline IWN 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: 1,566 shares; 2024Q4: 1,495 shares; 2025Q1: 1,495 shares; 2025Q2: 1,495 shares; 2025Q3: 1,399 shares; 2025Q4: 1,240 shares 1,240 $225K 0.03% -159 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,810 shares; 2024Q4: 1,810 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,645 shares; 2025Q4: 1,585 shares 1,585 $214K 0.03% -60 Timeline DE DEERE & CO More: the full row for DEERE & 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: 455 shares; 2025Q2: 455 shares; 2025Q3: 455 shares; 2025Q4: 455 shares 455 $212K 0.03% 0 Timeline