VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,066 shares; 2024Q4: 94,129 shares; 2025Q1: 93,802 shares; 2025Q2: 95,069 shares; 2025Q3: 95,711 shares; 2025Q4: 96,315 shares 96,315 $21.2M 4.76% +604 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: 3,467 shares; 2024Q4: 256,067 shares; 2025Q1: 298,745 shares; 2025Q2: 323,910 shares; 2025Q3: 361,733 shares; 2025Q4: 405,650 shares 405,650 $20.1M 4.51% +43,917 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: 329,595 shares; 2024Q4: 318,786 shares; 2025Q1: 293,041 shares; 2025Q2: 285,002 shares; 2025Q3: 305,566 shares; 2025Q4: 321,697 shares 321,697 $19.3M 4.33% +16,131 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,100 shares; 2024Q4: 34,955 shares; 2025Q1: 34,834 shares; 2025Q2: 35,477 shares; 2025Q3: 35,299 shares; 2025Q4: 34,754 shares 34,754 $17M 3.81% -545 Timeline VLUE 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: 112,177 shares; 2024Q4: 115,666 shares; 2025Q1: 118,882 shares; 2025Q2: 118,120 shares; 2025Q3: 115,367 shares; 2025Q4: 114,846 shares 114,846 $15.7M 3.53% -521 Timeline VCRB 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: 890 shares; 2025Q3: 153,379 shares; 2025Q4: 165,892 shares 165,892 $12.9M 2.9% +12,513 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 288,403 shares; 2024Q4: 297,266 shares; 2025Q1: 306,042 shares; 2025Q2: 278,489 shares; 2025Q3: 270,523 shares; 2025Q4: 275,014 shares 275,014 $12.8M 2.88% +4,491 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: 172,438 shares; 2024Q4: 185,785 shares; 2025Q1: 194,771 shares; 2025Q2: 200,326 shares; 2025Q3: 223,267 shares; 2025Q4: 246,253 shares 246,253 $11.9M 2.67% +22,986 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: 35,863 shares; 2024Q4: 36,027 shares; 2025Q1: 36,835 shares; 2025Q2: 37,114 shares; 2025Q3: 36,640 shares; 2025Q4: 37,299 shares 37,299 $10.4M 2.34% +659 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: 177,814 shares; 2024Q4: 186,526 shares; 2025Q1: 192,704 shares; 2025Q2: 194,341 shares; 2025Q3: 197,580 shares; 2025Q4: 200,151 shares 200,151 $9.1M 2.04% +2,571 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: 16,774 shares; 2024Q4: 16,637 shares; 2025Q1: 15,577 shares; 2025Q2: 16,764 shares; 2025Q3: 16,574 shares; 2025Q4: 16,407 shares 16,407 $7.93M 1.78% -167 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,678 shares; 2024Q4: 71,213 shares; 2025Q1: 72,466 shares; 2025Q2: 73,530 shares; 2025Q3: 74,113 shares; 2025Q4: 75,785 shares 75,785 $6.93M 1.56% +1,672 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: 26,604 shares; 2024Q4: 25,645 shares; 2025Q1: 24,686 shares; 2025Q2: 23,685 shares; 2025Q3: 24,539 shares; 2025Q4: 24,606 shares 24,606 $6.69M 1.5% +67 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 167,647 shares; 2024Q4: 180,880 shares; 2025Q1: 187,820 shares; 2025Q2: 188,157 shares; 2025Q3: 196,429 shares; 2025Q4: 199,886 shares 199,886 $6.58M 1.48% +3,457 Timeline CGW 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: 94,499 shares; 2024Q4: 99,617 shares; 2025Q1: 101,301 shares; 2025Q2: 100,332 shares; 2025Q3: 100,792 shares; 2025Q4: 102,323 shares 102,323 $6.45M 1.45% +1,531 Timeline BSCW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 195,764 shares; 2024Q4: 213,726 shares; 2025Q1: 224,685 shares; 2025Q2: 234,422 shares; 2025Q3: 259,699 shares; 2025Q4: 274,464 shares 274,464 $5.73M 1.29% +14,765 Timeline BSCV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 242,870 shares; 2024Q4: 265,857 shares; 2025Q1: 281,173 shares; 2025Q2: 297,073 shares; 2025Q3: 325,452 shares; 2025Q4: 342,512 shares 342,512 $5.72M 1.28% +17,060 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 227,947 shares; 2024Q4: 251,233 shares; 2025Q1: 266,797 shares; 2025Q2: 285,094 shares; 2025Q3: 311,763 shares; 2025Q4: 330,671 shares 330,671 $5.59M 1.26% +18,908 Timeline SMLF 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: 83,136 shares; 2024Q4: 81,767 shares; 2025Q1: 77,787 shares; 2025Q2: 76,029 shares; 2025Q3: 75,537 shares; 2025Q4: 74,101 shares 74,101 $5.55M 1.25% -1,436 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 203,251 shares; 2024Q4: 222,108 shares; 2025Q1: 236,003 shares; 2025Q2: 251,683 shares; 2025Q3: 276,710 shares; 2025Q4: 292,826 shares 292,826 $5.52M 1.24% +16,116 Timeline BSCX INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184,603 shares; 2024Q4: 201,184 shares; 2025Q1: 206,097 shares; 2025Q2: 206,604 shares; 2025Q3: 231,984 shares; 2025Q4: 250,270 shares 250,270 $5.37M 1.21% +18,286 Timeline BSCY INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 580 shares; 2024Q4: 78,905 shares; 2025Q1: 126,244 shares; 2025Q2: 163,470 shares; 2025Q3: 199,762 shares; 2025Q4: 245,014 shares 245,014 $5.15M 1.16% +45,252 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,974 shares; 2024Q4: 90,093 shares; 2025Q1: 93,290 shares; 2025Q2: 92,500 shares; 2025Q3: 93,268 shares; 2025Q4: 97,333 shares 97,333 $4.86M 1.09% +4,065 Timeline LRGF 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: 74,834 shares; 2024Q4: 71,791 shares; 2025Q1: 69,296 shares; 2025Q2: 68,370 shares; 2025Q3: 68,302 shares; 2025Q4: 67,177 shares 67,177 $4.66M 1.05% -1,125 Timeline VGK 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: 49,985 shares; 2024Q4: 51,526 shares; 2025Q1: 52,198 shares; 2025Q2: 52,762 shares; 2025Q3: 53,210 shares; 2025Q4: 53,698 shares 53,698 $4.49M 1.01% +488 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,068 shares; 2024Q4: 77,903 shares; 2025Q1: 78,598 shares; 2025Q2: 84,148 shares; 2025Q3: 91,066 shares; 2025Q4: 95,282 shares 95,282 $4.14M 0.93% +4,216 Timeline DFSI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,726 shares; 2024Q4: 82,911 shares; 2025Q1: 86,646 shares; 2025Q2: 84,340 shares; 2025Q3: 95,054 shares; 2025Q4: 96,042 shares 96,042 $4.11M 0.92% +988 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: 9,339 shares; 2024Q4: 8,373 shares; 2025Q1: 8,372 shares; 2025Q2: 8,022 shares; 2025Q3: 8,087 shares; 2025Q4: 8,001 shares 8,001 $4.02M 0.9% -86 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: 18,368 shares; 2024Q4: 19,515 shares; 2025Q1: 20,084 shares; 2025Q2: 19,999 shares; 2025Q3: 20,356 shares; 2025Q4: 20,391 shares 20,391 $3.8M 0.85% +35 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: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares 5 $3.77M 0.85% 0 Timeline IBCA 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: 1,235 shares; 2025Q3: 28,363 shares; 2025Q4: 143,278 shares 143,278 $3.72M 0.83% +114,915 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,440 shares; 2024Q4: 36,566 shares; 2025Q1: 73,463 shares; 2025Q2: 69,659 shares; 2025Q3: 66,283 shares; 2025Q4: 68,068 shares 68,068 $3.43M 0.77% +1,785 Timeline SCHR 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: 43,951 shares; 2024Q4: 126,541 shares; 2025Q1: 139,156 shares; 2025Q2: 131,409 shares; 2025Q3: 132,134 shares; 2025Q4: 132,019 shares 132,019 $3.31M 0.74% -115 Timeline DGS 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: 49,455 shares; 2024Q4: 50,455 shares; 2025Q1: 51,030 shares; 2025Q2: 50,942 shares; 2025Q3: 52,013 shares; 2025Q4: 56,132 shares 56,132 $3.21M 0.72% +4,119 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,933 shares; 2024Q4: 8,755 shares; 2025Q1: 8,615 shares; 2025Q2: 10,308 shares; 2025Q3: 10,239 shares; 2025Q4: 9,718 shares 9,718 $3.13M 0.7% -521 Timeline VPL 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: 33,911 shares; 2024Q4: 32,783 shares; 2025Q1: 33,273 shares; 2025Q2: 33,024 shares; 2025Q3: 32,443 shares; 2025Q4: 32,753 shares 32,753 $2.96M 0.67% +310 Timeline FNDA 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: 45,547 shares; 2024Q4: 90,654 shares; 2025Q1: 89,204 shares; 2025Q2: 89,204 shares; 2025Q3: 89,204 shares; 2025Q4: 88,939 shares 88,939 $2.8M 0.63% -265 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194,043 shares; 2024Q4: 208,788 shares; 2025Q1: 220,936 shares; 2025Q2: 122,772 shares; 2025Q3: 132,022 shares; 2025Q4: 141,562 shares 141,562 $2.79M 0.63% +9,540 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 188,238 shares; 2024Q4: 204,911 shares; 2025Q1: 217,215 shares; 2025Q2: 119,132 shares; 2025Q3: 127,263 shares; 2025Q4: 134,903 shares 134,903 $2.78M 0.62% +7,640 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: 7,474 shares; 2024Q4: 7,527 shares; 2025Q1: 7,520 shares; 2025Q2: 7,640 shares; 2025Q3: 8,852 shares; 2025Q4: 8,794 shares 8,794 $2.75M 0.62% -58 Timeline IBID 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: 91,636 shares; 2025Q3: 98,776 shares; 2025Q4: 105,972 shares 105,972 $2.73M 0.61% +7,196 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,844 shares; 2024Q4: 3,876 shares; 2025Q1: 3,442 shares; 2025Q2: 19,650 shares; 2025Q3: 26,463 shares; 2025Q4: 35,158 shares 35,158 $2.73M 0.61% +8,695 Timeline IBIE 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: 91,427 shares; 2025Q3: 98,352 shares; 2025Q4: 105,108 shares 105,108 $2.73M 0.61% +6,756 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 196,085 shares; 2024Q4: 208,449 shares; 2025Q1: 220,077 shares; 2025Q2: 119,902 shares; 2025Q3: 128,835 shares; 2025Q4: 137,673 shares 137,673 $2.69M 0.61% +8,838 Timeline IBIC 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: 91,244 shares; 2025Q3: 97,649 shares; 2025Q4: 104,139 shares 104,139 $2.66M 0.6% +6,490 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: 21,569 shares; 2024Q4: 20,697 shares; 2025Q1: 20,290 shares; 2025Q2: 21,828 shares; 2025Q3: 21,314 shares; 2025Q4: 21,164 shares 21,164 $2.55M 0.57% -150 Timeline GMF SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,923 shares; 2024Q4: 17,285 shares; 2025Q1: 17,745 shares; 2025Q2: 17,046 shares; 2025Q3: 16,646 shares; 2025Q4: 16,419 shares 16,419 $2.28M 0.51% -227 Timeline IAGG 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: 32,129 shares; 2024Q4: 31,664 shares; 2025Q1: 36,508 shares; 2025Q2: 42,723 shares; 2025Q3: 42,458 shares; 2025Q4: 44,613 shares 44,613 $2.23M 0.5% +2,155 Timeline IBDS 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: 8,965 shares; 2024Q4: 8,905 shares; 2025Q1: 8,985 shares; 2025Q2: 42,786 shares; 2025Q3: 72,516 shares; 2025Q4: 91,858 shares 91,858 $2.23M 0.5% +19,342 Timeline ESGV 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: 17,869 shares; 2024Q4: 24,669 shares; 2025Q1: 17,684 shares; 2025Q2: 17,529 shares; 2025Q3: 20,409 shares; 2025Q4: 17,477 shares 17,477 $2.11M 0.47% -2,932 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: 5,409 shares; 2024Q4: 5,597 shares; 2025Q1: 5,490 shares; 2025Q2: 5,916 shares; 2025Q3: 6,388 shares; 2025Q4: 6,470 shares 6,470 $2.03M 0.46% +82 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: 9,271 shares; 2024Q4: 8,699 shares; 2025Q1: 8,836 shares; 2025Q2: 9,791 shares; 2025Q3: 9,759 shares; 2025Q4: 9,792 shares 9,792 $2.03M 0.46% +33 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: 5,287 shares; 2024Q4: 5,310 shares; 2025Q1: 5,333 shares; 2025Q2: 5,496 shares; 2025Q3: 5,579 shares; 2025Q4: 5,548 shares 5,548 $1.92M 0.43% -31 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,828 shares; 2024Q4: 4,839 shares; 2025Q1: 5,051 shares; 2025Q2: 5,885 shares; 2025Q3: 5,833 shares; 2025Q4: 5,817 shares 5,817 $1.79M 0.4% -16 Timeline ESML 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: 42,150 shares; 2024Q4: 42,645 shares; 2025Q1: 40,205 shares; 2025Q2: 40,640 shares; 2025Q3: 39,262 shares; 2025Q4: 38,482 shares 38,482 $1.77M 0.4% -780 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: 6,219 shares; 2024Q4: 6,296 shares; 2025Q1: 6,196 shares; 2025Q2: 6,342 shares; 2025Q3: 7,120 shares; 2025Q4: 7,176 shares 7,176 $1.66M 0.37% +56 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,707 shares; 2024Q4: 12,347 shares; 2025Q1: 12,227 shares; 2025Q2: 12,212 shares; 2025Q3: 12,212 shares; 2025Q4: 11,643 shares 11,643 $1.62M 0.36% -569 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,876 shares; 2024Q4: 5,830 shares; 2025Q1: 5,811 shares; 2025Q2: 5,526 shares; 2025Q3: 5,496 shares; 2025Q4: 5,463 shares 5,463 $1.59M 0.36% -33 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,568 shares; 2024Q4: 35,963 shares; 2025Q1: 33,707 shares; 2025Q2: 29,516 shares; 2025Q3: 26,674 shares; 2025Q4: 25,869 shares 25,869 $1.54M 0.35% -805 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: 18,038 shares; 2024Q4: 18,101 shares; 2025Q1: 18,053 shares; 2025Q2: 18,026 shares; 2025Q3: 17,985 shares; 2025Q4: 18,065 shares 18,065 $1.54M 0.35% +80 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,147 shares; 2024Q4: 4,951 shares; 2025Q1: 4,966 shares; 2025Q2: 5,210 shares; 2025Q3: 5,165 shares; 2025Q4: 5,125 shares 5,125 $1.52M 0.34% -40 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: 4,243 shares; 2024Q4: 4,215 shares; 2025Q1: 4,206 shares; 2025Q2: 4,495 shares; 2025Q3: 4,513 shares; 2025Q4: 4,362 shares 4,362 $1.5M 0.34% -151 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: 966 shares; 2024Q4: 952 shares; 2025Q1: 1,167 shares; 2025Q2: 1,141 shares; 2025Q3: 1,333 shares; 2025Q4: 1,380 shares 1,380 $1.48M 0.33% +47 Timeline FNDX 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: 18,885 shares; 2024Q4: 56,655 shares; 2025Q1: 56,635 shares; 2025Q2: 55,615 shares; 2025Q3: 55,605 shares; 2025Q4: 54,205 shares 54,205 $1.47M 0.33% -1,400 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,355 shares; 2024Q4: 31,305 shares; 2025Q1: 31,305 shares; 2025Q2: 31,305 shares; 2025Q3: 31,305 shares; 2025Q4: 31,305 shares 31,305 $1.47M 0.33% 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: 3,968 shares; 2024Q4: 4,043 shares; 2025Q1: 3,853 shares; 2025Q2: 4,179 shares; 2025Q3: 4,179 shares; 2025Q4: 4,179 shares 4,179 $1.47M 0.33% 0 Timeline DLS 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: 18,049 shares; 2024Q4: 19,480 shares; 2025Q1: 19,311 shares; 2025Q2: 17,551 shares; 2025Q3: 17,186 shares; 2025Q4: 17,045 shares 17,045 $1.38M 0.31% -141 Timeline VSGX 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: 26,841 shares; 2024Q4: 33,233 shares; 2025Q1: 26,551 shares; 2025Q2: 20,227 shares; 2025Q3: 18,604 shares; 2025Q4: 18,481 shares 18,481 $1.32M 0.3% -123 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: 3,005 shares; 2024Q4: 2,876 shares; 2025Q1: 2,876 shares; 2025Q2: 2,876 shares; 2025Q3: 2,924 shares; 2025Q4: 2,790 shares 2,790 $1.32M 0.3% -134 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: 5,496 shares; 2024Q4: 5,542 shares; 2025Q1: 5,587 shares; 2025Q2: 6,852 shares; 2025Q3: 7,382 shares; 2025Q4: 6,765 shares 6,765 $1.32M 0.3% -617 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: 17,001 shares; 2024Q4: 17,401 shares; 2025Q1: 16,488 shares; 2025Q2: 17,048 shares; 2025Q3: 16,957 shares; 2025Q4: 16,959 shares 16,959 $1.31M 0.29% +2 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: 4,486 shares; 2024Q4: 4,507 shares; 2025Q1: 4,375 shares; 2025Q2: 4,125 shares; 2025Q3: 4,149 shares; 2025Q4: 4,154 shares 4,154 $1.26M 0.28% +5 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,876 shares; 2024Q4: 32,736 shares; 2025Q1: 32,104 shares; 2025Q2: 32,129 shares; 2025Q3: 29,722 shares; 2025Q4: 27,024 shares 27,024 $1.22M 0.27% -2,698 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: 2,188 shares; 2024Q4: 2,183 shares; 2025Q1: 2,199 shares; 2025Q2: 2,391 shares; 2025Q3: 2,473 shares; 2025Q4: 2,001 shares 2,001 $1.15M 0.26% -472 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: 7,988 shares; 2024Q4: 8,854 shares; 2025Q1: 8,120 shares; 2025Q2: 8,562 shares; 2025Q3: 8,346 shares; 2025Q4: 7,829 shares 7,829 $1.12M 0.25% -517 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: 4,792 shares; 2024Q4: 4,679 shares; 2025Q1: 4,669 shares; 2025Q2: 4,729 shares; 2025Q3: 4,807 shares; 2025Q4: 4,817 shares 4,817 $1.1M 0.25% +10 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: 15,452 shares; 2024Q4: 18,816 shares; 2025Q1: 16,863 shares; 2025Q2: 17,357 shares; 2025Q3: 19,672 shares; 2025Q4: 19,740 shares 19,740 $1.09M 0.24% +68 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: 1,251 shares; 2024Q4: 2,108 shares; 2025Q1: 1,251 shares; 2025Q2: 1,239 shares; 2025Q3: 1,517 shares; 2025Q4: 1,580 shares 1,580 $1.08M 0.24% +63 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,480 shares; 2024Q4: 22,565 shares; 2025Q1: 22,565 shares; 2025Q2: 22,565 shares; 2025Q3: 22,565 shares; 2025Q4: 22,565 shares 22,565 $1.01M 0.23% 0 Timeline DFSE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,145 shares; 2024Q4: 20,050 shares; 2025Q1: 20,730 shares; 2025Q2: 21,443 shares; 2025Q3: 23,974 shares; 2025Q4: 23,734 shares 23,734 $984K 0.22% -240 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: 95,568 shares; 2024Q4: 101,009 shares; 2025Q1: 106,957 shares; 2025Q2: 110,957 shares; 2025Q3: 9,399 shares; 2025Q4: 9,399 shares 9,399 $939K 0.21% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,202 shares; 2024Q4: 1,195 shares; 2025Q1: 1,246 shares; 2025Q2: 1,485 shares; 2025Q3: 1,411 shares; 2025Q4: 1,403 shares 1,403 $917K 0.21% -8 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,628 shares; 2024Q4: 1,260 shares; 2025Q1: 1,260 shares; 2025Q2: 1,448 shares; 2025Q3: 1,446 shares; 2025Q4: 1,446 shares 1,446 $907K 0.2% 0 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: 5,069 shares; 2024Q4: 5,038 shares; 2025Q1: 5,050 shares; 2025Q2: 5,094 shares; 2025Q3: 5,105 shares; 2025Q4: 5,105 shares 5,105 $906K 0.2% 0 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: 52,238 shares; 2024Q4: 33,956 shares; 2025Q1: 35,053 shares; 2025Q2: 36,624 shares; 2025Q3: 37,047 shares; 2025Q4: 36,210 shares 36,210 $902K 0.2% -837 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: 2,612 shares; 2024Q4: 2,559 shares; 2025Q1: 2,554 shares; 2025Q2: 2,621 shares; 2025Q3: 2,583 shares; 2025Q4: 2,567 shares 2,567 $900K 0.2% -16 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: 1,291 shares; 2024Q4: 1,396 shares; 2025Q1: 1,396 shares; 2025Q2: 1,396 shares; 2025Q3: 1,396 shares; 2025Q4: 1,457 shares 1,457 $895K 0.2% +61 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: 2,045 shares; 2024Q4: 2,239 shares; 2025Q1: 2,290 shares; 2025Q2: 3,539 shares; 2025Q3: 2,832 shares; 2025Q4: 2,666 shares 2,666 $894K 0.2% -166 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: 1,423 shares; 2024Q4: 1,437 shares; 2025Q1: 1,471 shares; 2025Q2: 1,432 shares; 2025Q3: 1,432 shares; 2025Q4: 1,307 shares 1,307 $891K 0.2% -125 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: 4,582 shares; 2024Q4: 4,515 shares; 2025Q1: 4,507 shares; 2025Q2: 4,768 shares; 2025Q3: 4,769 shares; 2025Q4: 4,723 shares 4,723 $866K 0.19% -46 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: 5,691 shares; 2024Q4: 4,100 shares; 2025Q1: 5,562 shares; 2025Q2: 5,962 shares; 2025Q3: 5,836 shares; 2025Q4: 5,733 shares 5,733 $823K 0.18% -103 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: 8,144 shares; 2024Q4: 8,018 shares; 2025Q1: 7,542 shares; 2025Q2: 7,388 shares; 2025Q3: 7,254 shares; 2025Q4: 7,374 shares 7,374 $822K 0.18% +120 Timeline IBDY 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: 16,502 shares; 2024Q4: 17,727 shares; 2025Q1: 20,932 shares; 2025Q2: 30,797 shares; 2025Q3: 30,957 shares; 2025Q4: 30,957 shares 30,957 $809K 0.18% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,428 shares; 2024Q4: 5,367 shares; 2025Q1: 5,336 shares; 2025Q2: 5,336 shares; 2025Q3: 5,178 shares; 2025Q4: 5,163 shares 5,163 $801K 0.18% -15 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,289 shares; 2024Q4: 3,292 shares; 2025Q1: 2,976 shares; 2025Q2: 2,939 shares; 2025Q3: 1,801 shares; 2025Q4: 2,880 shares 2,880 $773K 0.17% +1,079 Timeline NUMV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,967 shares; 2024Q4: 21,502 shares; 2025Q1: 19,812 shares; 2025Q2: 19,097 shares; 2025Q3: 19,010 shares; 2025Q4: 19,359 shares 19,359 $757K 0.17% +349 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: 5,040 shares; 2024Q4: 4,856 shares; 2025Q1: 4,995 shares; 2025Q2: 5,293 shares; 2025Q3: 5,295 shares; 2025Q4: 4,928 shares 4,928 $751K 0.17% -367 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,482 shares; 2024Q4: 9,532 shares; 2025Q1: 9,532 shares; 2025Q2: 9,532 shares; 2025Q3: 8,964 shares; 2025Q4: 8,881 shares 8,881 $718K 0.16% -83 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: 8,635 shares; 2024Q4: 8,538 shares; 2025Q1: 8,429 shares; 2025Q2: 10,227 shares; 2025Q3: 10,185 shares; 2025Q4: 10,188 shares 10,188 $712K 0.16% +3 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,198 shares; 2024Q4: 6,221 shares; 2025Q1: 6,213 shares; 2025Q2: 6,482 shares; 2025Q3: 6,113 shares; 2025Q4: 6,175 shares 6,175 $703K 0.16% +62 Timeline JVAL 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: 10,890 shares; 2024Q4: 10,890 shares; 2025Q1: 10,890 shares; 2025Q2: 18,590 shares; 2025Q3: 14,415 shares; 2025Q4: 14,075 shares 14,075 $691K 0.16% -340 Timeline DXJ 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: 4,666 shares; 2024Q4: 4,666 shares; 2025Q1: 4,666 shares; 2025Q2: 4,666 shares; 2025Q3: 4,666 shares; 2025Q4: 4,666 shares 4,666 $673K 0.15% 0 Timeline MGV 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: 4,775 shares; 2024Q4: 4,015 shares; 2025Q1: 3,880 shares; 2025Q2: 4,265 shares; 2025Q3: 4,465 shares; 2025Q4: 4,700 shares 4,700 $663K 0.15% +235 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: 5,861 shares; 2024Q4: 5,675 shares; 2025Q1: 5,528 shares; 2025Q2: 6,016 shares; 2025Q3: 6,349 shares; 2025Q4: 6,276 shares 6,276 $661K 0.15% -73 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,817 shares; 2025Q1: 4,843 shares; 2025Q2: 5,442 shares; 2025Q3: 5,335 shares; 2025Q4: 5,016 shares 5,016 $657K 0.15% -319 Timeline BSMU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,105 shares; 2024Q4: 27,060 shares; 2025Q1: 27,895 shares; 2025Q2: 29,405 shares; 2025Q3: 29,225 shares; 2025Q4: 29,055 shares 29,055 $640K 0.14% -170 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,631 shares; 2024Q4: 6,631 shares; 2025Q1: 6,631 shares; 2025Q2: 6,631 shares; 2025Q3: 6,806 shares; 2025Q4: 6,723 shares 6,723 $639K 0.14% -83 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: 908 shares; 2024Q4: 982 shares; 2025Q1: 897 shares; 2025Q2: 931 shares; 2025Q3: 951 shares; 2025Q4: 946 shares 946 $624K 0.14% -5 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: 2,166 shares; 2024Q4: 2,166 shares; 2025Q1: 2,166 shares; 2025Q2: 2,166 shares; 2025Q3: 2,166 shares; 2025Q4: 4,332 shares 4,332 $624K 0.14% +2,166 Timeline BSMS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,705 shares; 2024Q4: 23,550 shares; 2025Q1: 23,690 shares; 2025Q2: 23,860 shares; 2025Q3: 25,785 shares; 2025Q4: 26,355 shares 26,355 $619K 0.14% +570 Timeline FNDC 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: 15,836 shares; 2024Q4: 13,776 shares; 2025Q1: 13,771 shares; 2025Q2: 13,771 shares; 2025Q3: 13,761 shares; 2025Q4: 13,717 shares 13,717 $611K 0.14% -44 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,810 shares; 2024Q4: 1,801 shares; 2025Q1: 1,803 shares; 2025Q2: 2,026 shares; 2025Q3: 1,991 shares; 2025Q4: 1,982 shares 1,982 $606K 0.14% -9 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 816 shares; 2024Q4: 811 shares; 2025Q1: 821 shares; 2025Q2: 1,351 shares; 2025Q3: 1,178 shares; 2025Q4: 1,182 shares 1,182 $604K 0.14% +4 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,375 shares; 2024Q4: 6,370 shares; 2025Q1: 6,370 shares; 2025Q2: 7,710 shares; 2025Q3: 7,550 shares; 2025Q4: 7,550 shares 7,550 $603K 0.14% 0 Timeline BSMT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,440 shares; 2024Q4: 20,215 shares; 2025Q1: 20,825 shares; 2025Q2: 22,830 shares; 2025Q3: 24,970 shares; 2025Q4: 24,970 shares 24,970 $578K 0.13% 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: 2,148 shares; 2024Q4: 2,145 shares; 2025Q1: 2,883 shares; 2025Q2: 3,030 shares; 2025Q3: 3,600 shares; 2025Q4: 3,600 shares 3,600 $576K 0.13% 0 Timeline BSMY INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,082 shares; 2025Q1: 13,692 shares; 2025Q2: 17,367 shares; 2025Q3: 20,997 shares; 2025Q4: 23,202 shares 23,202 $570K 0.13% +2,205 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: 4,379 shares; 2024Q4: 4,470 shares; 2025Q1: 4,418 shares; 2025Q2: 4,546 shares; 2025Q3: 4,586 shares; 2025Q4: 4,538 shares 4,538 $569K 0.13% -48 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: 2,052 shares; 2024Q4: 2,058 shares; 2025Q1: 2,066 shares; 2025Q2: 2,181 shares; 2025Q3: 1,987 shares; 2025Q4: 2,123 shares 2,123 $562K 0.13% +136 Timeline BSMW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,580 shares; 2024Q4: 19,530 shares; 2025Q1: 21,935 shares; 2025Q2: 25,180 shares; 2025Q3: 23,595 shares; 2025Q4: 21,995 shares 21,995 $552K 0.12% -1,600 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: 5,506 shares; 2024Q4: 3,622 shares; 2025Q1: 4,707 shares; 2025Q2: 4,707 shares; 2025Q3: 4,707 shares; 2025Q4: 4,740 shares 4,740 $547K 0.12% +33 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,460 shares; 2024Q4: 5,460 shares; 2025Q1: 5,475 shares; 2025Q2: 5,455 shares; 2025Q3: 5,455 shares; 2025Q4: 5,455 shares 5,455 $545K 0.12% 0 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,541 shares; 2024Q4: 2,541 shares; 2025Q1: 2,621 shares; 2025Q2: 2,621 shares; 2025Q3: 2,621 shares; 2025Q4: 2,633 shares 2,633 $541K 0.12% +12 Timeline BSMR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,610 shares; 2024Q4: 20,510 shares; 2025Q1: 21,370 shares; 2025Q2: 20,049 shares; 2025Q3: 22,093 shares; 2025Q4: 22,498 shares 22,498 $532K 0.12% +405 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: 808 shares; 2024Q4: 829 shares; 2025Q1: 813 shares; 2025Q2: 790 shares; 2025Q3: 771 shares; 2025Q4: 773 shares 773 $523K 0.12% +2 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,130 shares; 2024Q4: 4,073 shares; 2025Q1: 4,073 shares; 2025Q2: 4,073 shares; 2025Q3: 3,953 shares; 2025Q4: 3,953 shares 3,953 $509K 0.11% 0 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: 2,128 shares; 2024Q4: 2,078 shares; 2025Q1: 2,093 shares; 2025Q2: 2,098 shares; 2025Q3: 2,109 shares; 2025Q4: 2,104 shares 2,104 $507K 0.11% -5 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,298 shares; 2024Q4: 1,328 shares; 2025Q1: 1,337 shares; 2025Q2: 1,946 shares; 2025Q3: 1,939 shares; 2025Q4: 1,948 shares 1,948 $501K 0.11% +9 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,397 shares; 2024Q4: 8,159 shares; 2025Q1: 8,199 shares; 2025Q2: 8,189 shares; 2025Q3: 8,184 shares; 2025Q4: 7,369 shares 7,369 $495K 0.11% -815 Timeline BSSX INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,200 shares; 2024Q4: 15,095 shares; 2025Q1: 18,050 shares; 2025Q2: 19,740 shares; 2025Q3: 20,945 shares; 2025Q4: 19,020 shares 19,020 $492K 0.11% -1,925 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: 7,815 shares; 2024Q4: 6,426 shares; 2025Q1: 6,179 shares; 2025Q2: 6,267 shares; 2025Q3: 6,246 shares; 2025Q4: 6,196 shares 6,196 $492K 0.11% -50 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,708 shares; 2025Q1: 2,928 shares; 2025Q2: 2,780 shares; 2025Q3: 2,857 shares; 2025Q4: 2,861 shares 2,861 $490K 0.11% +4 Timeline ESGE 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: 15,162 shares; 2024Q4: 15,097 shares; 2025Q1: 14,937 shares; 2025Q2: 14,532 shares; 2025Q3: 11,066 shares; 2025Q4: 10,898 shares 10,898 $481K 0.11% -168 Timeline BSMV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,665 shares; 2024Q4: 21,600 shares; 2025Q1: 22,630 shares; 2025Q2: 23,445 shares; 2025Q3: 22,290 shares; 2025Q4: 22,320 shares 22,320 $472K 0.11% +30 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: 1,199 shares; 2024Q4: 1,156 shares; 2025Q1: 1,204 shares; 2025Q2: 1,377 shares; 2025Q3: 1,374 shares; 2025Q4: 1,385 shares 1,385 $453K 0.1% +11 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,406 shares; 2024Q4: 4,962 shares; 2025Q1: 4,464 shares; 2025Q2: 4,136 shares; 2025Q3: 5,521 shares; 2025Q4: 5,545 shares 5,545 $451K 0.1% +24 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: 2,661 shares; 2024Q4: 2,660 shares; 2025Q1: 2,682 shares; 2025Q2: 2,879 shares; 2025Q3: 2,810 shares; 2025Q4: 2,799 shares 2,799 $449K 0.1% -11 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 970 shares; 2024Q4: 936 shares; 2025Q1: 907 shares; 2025Q2: 982 shares; 2025Q3: 951 shares; 2025Q4: 984 shares 984 $443K 0.1% +33 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,545 shares; 2024Q4: 10,315 shares; 2025Q1: 10,200 shares; 2025Q2: 10,200 shares; 2025Q3: 9,720 shares; 2025Q4: 9,662 shares 9,662 $440K 0.1% -58 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,783 shares; 2024Q4: 2,788 shares; 2025Q1: 2,736 shares; 2025Q2: 2,972 shares; 2025Q3: 3,028 shares; 2025Q4: 3,153 shares 3,153 $435K 0.1% +125 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,970 shares; 2024Q4: 2,952 shares; 2025Q1: 5,146 shares; 2025Q2: 4,701 shares; 2025Q3: 4,581 shares; 2025Q4: 4,613 shares 4,613 $435K 0.1% +32 Timeline IBDX 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: 8,768 shares; 2024Q4: 8,353 shares; 2025Q1: 9,663 shares; 2025Q2: 16,668 shares; 2025Q3: 16,668 shares; 2025Q4: 16,668 shares 16,668 $426K 0.1% 0 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,231 shares; 2024Q4: 3,219 shares; 2025Q1: 3,241 shares; 2025Q2: 3,291 shares; 2025Q3: 3,299 shares; 2025Q4: 3,309 shares 3,309 $417K 0.09% +10 Timeline BSMQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,645 shares; 2024Q4: 15,240 shares; 2025Q1: 15,660 shares; 2025Q2: 15,000 shares; 2025Q3: 17,015 shares; 2025Q4: 17,420 shares 17,420 $412K 0.09% +405 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: 9,572 shares; 2024Q4: 9,430 shares; 2025Q1: 9,430 shares; 2025Q2: 9,035 shares; 2025Q3: 9,035 shares; 2025Q4: 9,035 shares 9,035 $408K 0.09% 0 Timeline EWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,495 shares; 2024Q4: 8,270 shares; 2025Q1: 8,260 shares; 2025Q2: 7,555 shares; 2025Q3: 6,110 shares; 2025Q4: 6,070 shares 6,070 $399K 0.09% -40 Timeline NUEM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,175 shares; 2024Q4: 11,175 shares; 2025Q1: 11,175 shares; 2025Q2: 11,175 shares; 2025Q3: 11,175 shares; 2025Q4: 11,175 shares 11,175 $398K 0.09% 0 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,540 shares; 2024Q4: 1,586 shares; 2025Q1: 1,605 shares; 2025Q2: 1,607 shares; 2025Q3: 1,640 shares; 2025Q4: 1,634 shares 1,634 $397K 0.09% -6 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,079 shares; 2024Q4: 2,044 shares; 2025Q1: 1,936 shares; 2025Q2: 1,867 shares; 2025Q3: 1,833 shares; 2025Q4: 1,705 shares 1,705 $394K 0.09% -128 Timeline VONV 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: 4,970 shares; 2024Q4: 4,970 shares; 2025Q1: 4,255 shares; 2025Q2: 4,255 shares; 2025Q3: 4,255 shares; 2025Q4: 4,255 shares 4,255 $393K 0.09% 0 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,661 shares; 2024Q4: 1,811 shares; 2025Q1: 1,711 shares; 2025Q2: 1,863 shares; 2025Q3: 1,863 shares; 2025Q4: 1,863 shares 1,863 $375K 0.08% 0 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,569 shares; 2024Q4: 48,254 shares; 2025Q1: 49,070 shares; 2025Q2: 50,279 shares; 2025Q3: 51,448 shares; 2025Q4: 50,563 shares 50,563 $370K 0.08% -885 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,716 shares; 2024Q4: 5,490 shares; 2025Q1: 5,523 shares; 2025Q2: 5,523 shares; 2025Q3: 5,325 shares; 2025Q4: 5,268 shares 5,268 $366K 0.08% -57 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,706 shares; 2024Q4: 4,706 shares; 2025Q1: 3,806 shares; 2025Q2: 3,911 shares; 2025Q3: 4,136 shares; 2025Q4: 4,136 shares 4,136 $362K 0.08% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 466 shares; 2024Q4: 387 shares; 2025Q1: 411 shares; 2025Q2: 400 shares; 2025Q3: 412 shares; 2025Q4: 411 shares 411 $361K 0.08% -1 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: 2,572 shares; 2024Q4: 13,281 shares; 2025Q1: 13,345 shares; 2025Q2: 13,396 shares; 2025Q3: 13,686 shares; 2025Q4: 13,659 shares 13,659 $350K 0.08% -27 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: 1,046 shares; 2024Q4: 1,046 shares; 2025Q1: 1,046 shares; 2025Q2: 1,052 shares; 2025Q3: 1,052 shares; 2025Q4: 1,057 shares 1,057 $342K 0.08% +5 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: 1,979 shares; 2024Q4: 1,951 shares; 2025Q1: 1,954 shares; 2025Q2: 2,023 shares; 2025Q3: 1,993 shares; 2025Q4: 1,989 shares 1,989 $340K 0.08% -4 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: 335 shares; 2024Q4: 343 shares; 2025Q1: 348 shares; 2025Q2: 352 shares; 2025Q3: 353 shares; 2025Q4: 3,540 shares 3,540 $332K 0.07% +3,187 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: 7,669 shares; 2024Q4: 7,474 shares; 2025Q1: 7,377 shares; 2025Q2: 7,373 shares; 2025Q3: 6,609 shares; 2025Q4: 6,040 shares 6,040 $331K 0.07% -569 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 839 shares; 2024Q4: 839 shares; 2025Q1: 851 shares; 2025Q2: 846 shares; 2025Q3: 855 shares; 2025Q4: 846 shares 846 $329K 0.07% -9 Timeline STN STANTEC INC More: the full row for STANTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,499 shares; 2024Q4: 3,512 shares; 2025Q1: 3,513 shares; 2025Q2: 3,503 shares; 2025Q3: 3,510 shares; 2025Q4: 3,485 shares 3,485 $329K 0.07% -25 Timeline IBDW 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: 8,615 shares; 2024Q4: 8,115 shares; 2025Q1: 9,520 shares; 2025Q2: 15,400 shares; 2025Q3: 15,400 shares; 2025Q4: 15,400 shares 15,400 $326K 0.07% 0 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,101 shares; 2024Q4: 1,075 shares; 2025Q1: 1,088 shares; 2025Q2: 1,234 shares; 2025Q3: 1,237 shares; 2025Q4: 1,241 shares 1,241 $324K 0.07% +4 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: 601 shares; 2024Q4: 597 shares; 2025Q1: 584 shares; 2025Q2: 591 shares; 2025Q3: 686 shares; 2025Q4: 689 shares 689 $321K 0.07% +3 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: 958 shares; 2024Q4: 948 shares; 2025Q1: 939 shares; 2025Q2: 945 shares; 2025Q3: 945 shares; 2025Q4: 945 shares 945 $318K 0.07% 0 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,837 shares 4,837 $316K 0.07% new 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: 475 shares; 2024Q4: 493 shares; 2025Q1: 501 shares; 2025Q2: 537 shares; 2025Q3: 536 shares; 2025Q4: 550 shares 550 $314K 0.07% +14 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: 333 shares; 2024Q4: 335 shares; 2025Q1: 348 shares; 2025Q2: 349 shares; 2025Q3: 341 shares; 2025Q4: 351 shares 351 $303K 0.07% +10 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,466 shares; 2024Q4: 3,465 shares; 2025Q1: 3,470 shares; 2025Q2: 3,494 shares; 2025Q3: 3,477 shares; 2025Q4: 3,460 shares 3,460 $302K 0.07% -17 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,342 shares; 2024Q4: 4,342 shares; 2025Q1: 4,342 shares; 2025Q2: 4,353 shares; 2025Q3: 4,353 shares; 2025Q4: 6,529 shares 6,529 $300K 0.07% +2,176 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,740 shares; 2024Q4: 5,940 shares; 2025Q1: 5,940 shares; 2025Q2: 7,155 shares; 2025Q3: 6,640 shares; 2025Q4: 6,430 shares 6,430 $294K 0.07% -210 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,600 shares; 2024Q4: 1,600 shares; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares 1,600 $291K 0.07% 0 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: 8,375 shares; 2024Q4: 8,525 shares; 2025Q1: 8,947 shares; 2025Q2: 10,477 shares; 2025Q3: 11,945 shares; 2025Q4: 11,398 shares 11,398 $283K 0.06% -547 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,615 shares; 2024Q4: 15,842 shares; 2025Q1: 15,842 shares; 2025Q2: 15,842 shares; 2025Q3: 15,842 shares; 2025Q4: 14,571 shares 14,571 $278K 0.06% -1,271 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,785 shares; 2024Q4: 1,784 shares; 2025Q1: 1,799 shares; 2025Q2: 1,813 shares; 2025Q3: 1,810 shares; 2025Q4: 1,814 shares 1,814 $274K 0.06% +4 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,058 shares; 2024Q4: 3,127 shares; 2025Q1: 3,295 shares; 2025Q2: 4,502 shares; 2025Q3: 3,545 shares; 2025Q4: 3,624 shares 3,624 $273K 0.06% +79 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,871 shares; 2024Q4: 3,766 shares; 2025Q1: 3,637 shares; 2025Q2: 3,149 shares; 2025Q3: 2,799 shares; 2025Q4: 2,748 shares 2,748 $273K 0.06% -51 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 320 shares; 2024Q4: 317 shares; 2025Q1: 321 shares; 2025Q2: 323 shares; 2025Q3: 323 shares; 2025Q4: 324 shares 324 $266K 0.06% +1 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: 480 shares; 2024Q4: 455 shares; 2025Q1: 455 shares; 2025Q2: 467 shares; 2025Q3: 790 shares; 2025Q4: 796 shares 796 $263K 0.06% +6 Timeline IBDU 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: 11,360 shares; 2024Q4: 10,910 shares; 2025Q1: 11,160 shares; 2025Q2: 11,145 shares; 2025Q3: 11,145 shares; 2025Q4: 11,145 shares 11,145 $261K 0.06% 0 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: 5,467 shares; 2024Q4: 5,288 shares; 2025Q1: 5,158 shares; 2025Q2: 5,525 shares; 2025Q3: 6,662 shares; 2025Q4: 6,262 shares 6,262 $255K 0.06% -400 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: 2,725 shares; 2024Q4: 2,619 shares; 2025Q1: 2,802 shares; 2025Q2: 3,276 shares; 2025Q3: 3,495 shares; 2025Q4: 3,455 shares 3,455 $254K 0.06% -40 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: 5,199 shares; 2024Q4: 3,989 shares; 2025Q1: 3,989 shares; 2025Q2: 3,999 shares; 2025Q3: 3,999 shares; 2025Q4: 3,844 shares 3,844 $254K 0.06% -155 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: 6,145 shares; 2024Q4: 4,463 shares; 2025Q1: 5,926 shares; 2025Q2: 5,968 shares; 2025Q3: 5,707 shares; 2025Q4: 4,654 shares 4,654 $251K 0.06% -1,053 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 807 shares; 2024Q4: 957 shares; 2025Q1: 797 shares; 2025Q2: 913 shares; 2025Q3: 897 shares; 2025Q4: 866 shares 866 $250K 0.06% -31 Timeline IBDV 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: 7,405 shares; 2024Q4: 6,925 shares; 2025Q1: 8,685 shares; 2025Q2: 11,220 shares; 2025Q3: 11,220 shares; 2025Q4: 11,220 shares 11,220 $248K 0.06% 0 Timeline SCHF 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: 165 shares; 2024Q4: 330 shares; 2025Q1: 398 shares; 2025Q2: 398 shares; 2025Q3: 398 shares; 2025Q4: 10,150 shares 10,150 $244K 0.05% +9,752 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,175 shares; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares; 2025Q4: 1,400 shares 1,400 $243K 0.05% 0 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,577 shares; 2024Q4: 3,579 shares; 2025Q1: 3,626 shares; 2025Q2: 3,721 shares; 2025Q3: 3,708 shares; 2025Q4: 3,709 shares 3,709 $241K 0.05% +1 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: 2,722 shares; 2024Q4: 2,379 shares; 2025Q1: 2,575 shares; 2025Q2: 2,499 shares; 2025Q3: 2,442 shares; 2025Q4: 2,494 shares 2,494 $240K 0.05% +52 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: 1,681 shares; 2024Q4: 1,685 shares; 2025Q1: 1,707 shares; 2025Q2: 1,801 shares; 2025Q3: 1,825 shares; 2025Q4: 1,795 shares 1,795 $238K 0.05% -30 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: 1,250 shares; 2024Q4: 1,250 shares; 2025Q1: 1,250 shares; 2025Q2: 1,250 shares; 2025Q3: 1,327 shares; 2025Q4: 1,132 shares 1,132 $238K 0.05% -195 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: 860 shares; 2024Q4: 860 shares; 2025Q1: 213 shares; 2025Q2: 5,007 shares; 2025Q3: 3,409 shares; 2025Q4: 3,505 shares 3,505 $236K 0.05% +96 Timeline EEMA 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: 2,570 shares; 2024Q4: 2,555 shares; 2025Q1: 2,550 shares; 2025Q2: 2,550 shares; 2025Q3: 2,530 shares; 2025Q4: 2,510 shares 2,510 $236K 0.05% -20 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,240 shares; 2024Q4: 1,234 shares; 2025Q1: 1,239 shares; 2025Q2: 1,234 shares; 2025Q3: 1,235 shares; 2025Q4: 1,076 shares 1,076 $234K 0.05% -159 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: 2,926 shares; 2024Q4: 2,680 shares; 2025Q1: 2,935 shares; 2025Q2: 2,934 shares; 2025Q3: 2,968 shares; 2025Q4: 2,483 shares 2,483 $232K 0.05% -485 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: 790 shares; 2024Q4: 790 shares; 2025Q1: 765 shares; 2025Q2: 741 shares; 2025Q3: 719 shares; 2025Q4: 719 shares 719 $232K 0.05% 0 Timeline AVSE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,160 shares; 2024Q4: 2,495 shares; 2025Q1: 3,180 shares; 2025Q2: 3,680 shares; 2025Q3: 3,630 shares; 2025Q4: 3,563 shares 3,563 $231K 0.05% -67 Timeline VT 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: 1,999 shares; 2024Q4: 1,999 shares; 2025Q1: 1,968 shares; 2025Q2: 1,633 shares; 2025Q3: 1,633 shares; 2025Q4: 1,633 shares 1,633 $230K 0.05% 0 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,491 shares; 2024Q4: 1,459 shares; 2025Q1: 1,505 shares; 2025Q2: 1,753 shares; 2025Q3: 1,674 shares; 2025Q4: 1,658 shares 1,658 $226K 0.05% -16 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: 3,788 shares; 2024Q4: 2,802 shares; 2025Q1: 3,874 shares; 2025Q2: 4,363 shares; 2025Q3: 5,827 shares; 2025Q4: 5,865 shares 5,865 $225K 0.05% +38 Timeline AVSD AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,030 shares; 2024Q4: 3,030 shares; 2025Q1: 3,030 shares; 2025Q2: 3,030 shares; 2025Q3: 3,030 shares; 2025Q4: 3,030 shares 3,030 $225K 0.05% 0 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,357 shares; 2024Q4: 3,685 shares; 2025Q1: 3,076 shares; 2025Q2: 3,275 shares; 2025Q3: 3,123 shares; 2025Q4: 3,040 shares 3,040 $224K 0.05% -83 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,207 shares; 2024Q4: 1,199 shares; 2025Q1: 1,183 shares; 2025Q2: 1,196 shares; 2025Q3: 1,281 shares; 2025Q4: 1,285 shares 1,285 $221K 0.05% +4 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,985 shares; 2024Q4: 3,985 shares; 2025Q1: 3,985 shares; 2025Q2: 2,650 shares; 2025Q3: 2,650 shares; 2025Q4: 2,650 shares 2,650 $219K 0.05% 0 Timeline EZU 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: 3,415 shares; 2025Q3: 3,415 shares; 2025Q4: 3,415 shares 3,415 $219K 0.05% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,979 shares; 2024Q4: 1,979 shares; 2025Q1: 1,979 shares; 2025Q2: 1,979 shares; 2025Q3: 1,979 shares; 2025Q4: 1,979 shares 1,979 $218K 0.05% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,610 shares; 2024Q4: 3,977 shares; 2025Q1: 4,005 shares; 2025Q2: 3,740 shares; 2025Q3: 3,972 shares; 2025Q4: 4,018 shares 4,018 $217K 0.05% +46 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,813 shares; 2024Q4: 1,813 shares; 2025Q1: 1,813 shares; 2025Q2: 1,813 shares; 2025Q3: 1,813 shares; 2025Q4: 1,813 shares 1,813 $213K 0.05% 0 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: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares 4,000 $212K 0.05% 0 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,032 shares; 2024Q4: 4,298 shares; 2025Q1: 4,709 shares; 2025Q2: 5,443 shares; 2025Q3: 5,002 shares; 2025Q4: 4,252 shares 4,252 $209K 0.05% -750 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,940 shares; 2024Q4: 2,334 shares; 2025Q1: 2,394 shares; 2025Q2: 2,466 shares; 2025Q3: 2,629 shares; 2025Q4: 2,642 shares 2,642 $208K 0.05% +13 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 813 shares; 2024Q4: 813 shares; 2025Q1: 813 shares; 2025Q2: 838 shares; 2025Q3: 841 shares; 2025Q4: 841 shares 841 $207K 0.05% 0 Timeline PICB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,385 shares; 2025Q3: 8,500 shares; 2025Q4: 8,650 shares 8,650 $207K 0.05% +150 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: 622 shares; 2024Q4: 570 shares; 2025Q1: 599 shares; 2025Q2: 560 shares; 2025Q3: 569 shares; 2025Q4: 558 shares 558 $206K 0.05% -11 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: 1,949 shares; 2024Q4: 1,949 shares; 2025Q1: 1,949 shares; 2025Q2: 1,989 shares; 2025Q3: 1,941 shares; 2025Q4: 1,941 shares 1,941 $205K 0.05% 0 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: 145 shares; 2024Q4: 211 shares; 2025Q1: 219 shares; 2025Q2: 153 shares; 2025Q3: 187 shares; 2025Q4: 191 shares 191 $204K 0.05% +4 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,473 shares; 2024Q4: 3,347 shares; 2025Q1: 3,017 shares; 2025Q2: 2,722 shares; 2025Q3: 2,571 shares; 2025Q4: 2,562 shares 2,562 $202K 0.05% -9 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: 643 shares; 2024Q4: 633 shares; 2025Q1: 623 shares; 2025Q2: 724 shares; 2025Q3: 726 shares; 2025Q4: 764 shares 764 $201K 0.05% +38 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 945 shares; 2024Q4: 963 shares; 2025Q1: 1,021 shares; 2025Q2: 953 shares; 2025Q3: 1,164 shares; 2025Q4: 1,168 shares 1,168 $199K 0.04% +4 Timeline IBDZ 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: 2,415 shares; 2025Q2: 7,390 shares; 2025Q3: 7,550 shares; 2025Q4: 7,550 shares 7,550 $199K 0.04% 0 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,973 shares; 2024Q4: 1,735 shares; 2025Q1: 1,735 shares; 2025Q2: 1,513 shares; 2025Q3: 2,813 shares; 2025Q4: 2,837 shares 2,837 $197K 0.04% +24 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 785 shares; 2024Q4: 785 shares; 2025Q1: 785 shares; 2025Q2: 796 shares; 2025Q3: 813 shares; 2025Q4: 786 shares 786 $191K 0.04% -27 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: 1,536 shares; 2024Q4: 1,536 shares; 2025Q1: 1,536 shares; 2025Q2: 1,536 shares; 2025Q3: 1,536 shares; 2025Q4: 1,536 shares 1,536 $189K 0.04% 0 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,535 shares; 2024Q4: 34,441 shares; 2025Q1: 35,208 shares; 2025Q2: 35,335 shares; 2025Q3: 35,505 shares; 2025Q4: 35,623 shares 35,623 $189K 0.04% +118 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 606 shares; 2024Q4: 321 shares; 2025Q1: 666 shares; 2025Q2: 643 shares; 2025Q3: 544 shares; 2025Q4: 537 shares 537 $188K 0.04% -7 Timeline IPAC 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: 2,710 shares; 2024Q4: 2,710 shares; 2025Q1: 2,690 shares; 2025Q2: 2,690 shares; 2025Q3: 2,585 shares; 2025Q4: 2,565 shares 2,565 $188K 0.04% -20 Timeline IXN 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: 2,253 shares; 2024Q4: 2,253 shares; 2025Q1: 2,253 shares; 2025Q2: 1,785 shares; 2025Q3: 1,785 shares; 2025Q4: 1,785 shares 1,785 $187K 0.04% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 972 shares; 2024Q4: 972 shares; 2025Q1: 962 shares; 2025Q2: 961 shares; 2025Q3: 946 shares; 2025Q4: 935 shares 935 $182K 0.04% -11 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 927 shares; 2024Q4: 924 shares; 2025Q1: 931 shares; 2025Q2: 941 shares; 2025Q3: 885 shares; 2025Q4: 796 shares 796 $178K 0.04% -89 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: 318 shares; 2024Q4: 288 shares; 2025Q1: 305 shares; 2025Q2: 296 shares; 2025Q3: 308 shares; 2025Q4: 307 shares 307 $178K 0.04% -1 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: 1,992 shares; 2024Q4: 1,992 shares; 2025Q1: 2,198 shares; 2025Q2: 2,607 shares; 2025Q3: 2,644 shares; 2025Q4: 1,523 shares 1,523 $178K 0.04% -1,121 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: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares 500 $176K 0.04% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 732 shares; 2024Q4: 749 shares; 2025Q1: 753 shares; 2025Q2: 753 shares; 2025Q3: 741 shares; 2025Q4: 635 shares 635 $175K 0.04% -106 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 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: 1,354 shares; 2025Q2: 1,354 shares; 2025Q3: 1,354 shares; 2025Q4: 1,354 shares 1,354 $175K 0.04% 0 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,265 shares; 2024Q4: 3,265 shares; 2025Q1: 3,261 shares; 2025Q2: 3,265 shares; 2025Q3: 3,365 shares; 2025Q4: 3,304 shares 3,304 $175K 0.04% -61 Timeline MID AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,675 shares; 2024Q4: 2,675 shares; 2025Q1: 2,675 shares; 2025Q2: 2,675 shares; 2025Q3: 2,675 shares; 2025Q4: 2,675 shares 2,675 $174K 0.04% 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: 443 shares; 2024Q4: 443 shares; 2025Q1: 443 shares; 2025Q2: 443 shares; 2025Q3: 443 shares; 2025Q4: 443 shares 443 $171K 0.04% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,759 shares; 2024Q4: 2,729 shares; 2025Q1: 2,658 shares; 2025Q2: 2,734 shares; 2025Q3: 2,699 shares; 2025Q4: 2,682 shares 2,682 $171K 0.04% -17 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 602 shares; 2024Q4: 616 shares; 2025Q1: 616 shares; 2025Q2: 670 shares; 2025Q3: 676 shares; 2025Q4: 628 shares 628 $170K 0.04% -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: 2,310 shares; 2024Q4: 2,310 shares; 2025Q1: 2,279 shares; 2025Q2: 2,279 shares; 2025Q3: 2,279 shares; 2025Q4: 2,310 shares 2,310 $170K 0.04% +31 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: 21 shares; 2024Q4: 793 shares; 2025Q1: 391 shares; 2025Q2: 661 shares; 2025Q3: 687 shares; 2025Q4: 695 shares 695 $168K 0.04% +8 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 213 shares; 2024Q4: 214 shares; 2025Q1: 230 shares; 2025Q2: 318 shares; 2025Q3: 316 shares; 2025Q4: 320 shares 320 $167K 0.04% +4 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: 1,575 shares; 2024Q4: 1,580 shares; 2025Q1: 1,542 shares; 2025Q2: 1,779 shares; 2025Q3: 1,754 shares; 2025Q4: 1,783 shares 1,783 $166K 0.04% +29 Timeline PZA 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: 11,605 shares; 2024Q4: 11,605 shares; 2025Q1: 11,325 shares; 2025Q2: 11,160 shares; 2025Q3: 11,160 shares; 2025Q4: 7,090 shares 7,090 $164K 0.04% -4,070 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: 11,294 shares; 2024Q4: 7,800 shares; 2025Q1: 11,165 shares; 2025Q2: 10,365 shares; 2025Q3: 12,353 shares; 2025Q4: 12,481 shares 12,481 $164K 0.04% +128 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: 1,034 shares; 2024Q4: 1,034 shares; 2025Q1: 1,092 shares; 2025Q2: 1,400 shares; 2025Q3: 1,235 shares; 2025Q4: 3,042 shares 3,042 $164K 0.04% +1,807 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 480 shares; 2024Q4: 480 shares; 2025Q1: 480 shares; 2025Q2: 500 shares; 2025Q3: 524 shares; 2025Q4: 551 shares 551 $162K 0.04% +27 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,542 shares; 2024Q4: 1,548 shares; 2025Q1: 1,561 shares; 2025Q2: 1,547 shares; 2025Q3: 1,559 shares; 2025Q4: 1,564 shares 1,564 $161K 0.04% +5 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: 10,133 shares; 2024Q4: 11,220 shares; 2025Q1: 12,027 shares; 2025Q2: 14,132 shares; 2025Q3: 15,087 shares; 2025Q4: 13,651 shares 13,651 $160K 0.04% -1,436 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: 732 shares; 2024Q4: 732 shares; 2025Q1: 732 shares; 2025Q2: 790 shares; 2025Q3: 756 shares; 2025Q4: 756 shares 756 $160K 0.04% 0 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,743 shares; 2024Q4: 1,733 shares; 2025Q1: 1,775 shares; 2025Q2: 1,533 shares; 2025Q3: 1,671 shares; 2025Q4: 1,736 shares 1,736 $160K 0.04% +65 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: 826 shares; 2024Q4: 826 shares; 2025Q1: 826 shares; 2025Q2: 925 shares; 2025Q3: 880 shares; 2025Q4: 880 shares 880 $159K 0.04% 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: 670 shares; 2024Q4: 619 shares; 2025Q1: 615 shares; 2025Q2: 702 shares; 2025Q3: 689 shares; 2025Q4: 689 shares 689 $158K 0.04% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,033 shares; 2024Q4: 1,098 shares; 2025Q1: 870 shares; 2025Q2: 1,481 shares; 2025Q3: 1,277 shares; 2025Q4: 1,334 shares 1,334 $156K 0.04% +57 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,612 shares; 2024Q4: 1,586 shares; 2025Q1: 1,574 shares; 2025Q2: 1,855 shares; 2025Q3: 1,967 shares; 2025Q4: 1,900 shares 1,900 $156K 0.04% -67 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,270 shares; 2024Q4: 5,111 shares; 2025Q1: 3,918 shares; 2025Q2: 4,360 shares; 2025Q3: 4,564 shares; 2025Q4: 3,794 shares 3,794 $153K 0.03% -770 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,605 shares; 2024Q4: 1,667 shares; 2025Q1: 1,561 shares; 2025Q2: 1,711 shares; 2025Q3: 1,845 shares; 2025Q4: 1,899 shares 1,899 $152K 0.03% +54 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: 1,011 shares; 2024Q4: 1,011 shares; 2025Q1: 1,131 shares; 2025Q2: 1,289 shares; 2025Q3: 1,313 shares; 2025Q4: 1,313 shares 1,313 $152K 0.03% 0 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,299 shares; 2024Q4: 1,195 shares; 2025Q1: 1,208 shares; 2025Q2: 1,206 shares; 2025Q3: 1,210 shares; 2025Q4: 1,195 shares 1,195 $150K 0.03% -15 Timeline ASR GRUPO AEROPORTUARIO DEL SURE More: the full row for GRUPO AEROPORTUARIO DEL SURE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 457 shares; 2024Q4: 449 shares; 2025Q1: 463 shares; 2025Q2: 461 shares; 2025Q3: 459 shares; 2025Q4: 462 shares 462 $149K 0.03% +3 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 638 shares; 2024Q4: 476 shares; 2025Q1: 610 shares; 2025Q2: 621 shares; 2025Q3: 620 shares; 2025Q4: 620 shares 620 $149K 0.03% 0 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: 332 shares; 2024Q4: 343 shares; 2025Q1: 359 shares; 2025Q2: 343 shares; 2025Q3: 332 shares; 2025Q4: 326 shares 326 $148K 0.03% -6 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,075 shares; 2024Q4: 1,075 shares; 2025Q1: 1,075 shares; 2025Q2: 1,075 shares; 2025Q3: 1,075 shares; 2025Q4: 1,075 shares 1,075 $146K 0.03% 0 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170 shares; 2024Q4: 120 shares; 2025Q1: 120 shares; 2025Q2: 265 shares; 2025Q3: 233 shares; 2025Q4: 1,775 shares 1,775 $143K 0.03% +1,542 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: 184 shares; 2024Q4: 187 shares; 2025Q1: 183 shares; 2025Q2: 179 shares; 2025Q3: 180 shares; 2025Q4: 932 shares 932 $143K 0.03% +752 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: 32 shares; 2024Q4: 225 shares; 2025Q1: 237 shares; 2025Q2: 267 shares; 2025Q3: 775 shares; 2025Q4: 789 shares 789 $140K 0.03% +14 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: 552 shares; 2024Q4: 536 shares; 2025Q1: 536 shares; 2025Q2: 536 shares; 2025Q3: 531 shares; 2025Q4: 543 shares 543 $140K 0.03% +12 Timeline KBWB 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: 28,194 shares; 2024Q4: 28,679 shares; 2025Q1: 1,706 shares; 2025Q2: 1,655 shares; 2025Q3: 1,655 shares; 2025Q4: 1,655 shares 1,655 $140K 0.03% 0 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: 1,187 shares; 2024Q4: 1,224 shares; 2025Q1: 1,247 shares; 2025Q2: 1,258 shares; 2025Q3: 1,258 shares; 2025Q4: 1,244 shares 1,244 $139K 0.03% -14 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 802 shares; 2024Q4: 777 shares; 2025Q1: 608 shares; 2025Q2: 527 shares; 2025Q3: 488 shares; 2025Q4: 479 shares 479 $139K 0.03% -9 Timeline IUSG 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: 930 shares; 2024Q4: 930 shares; 2025Q1: 930 shares; 2025Q2: 895 shares; 2025Q3: 825 shares; 2025Q4: 825 shares 825 $139K 0.03% 0 Timeline TFLO 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: 815 shares; 2025Q3: 2,035 shares; 2025Q4: 2,731 shares 2,731 $138K 0.03% +696 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: 4,212 shares; 2024Q4: 4,097 shares; 2025Q1: 3,953 shares; 2025Q2: 3,726 shares; 2025Q3: 3,714 shares; 2025Q4: 3,725 shares 3,725 $137K 0.03% +11 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,203 shares; 2024Q4: 1,271 shares; 2025Q1: 1,283 shares; 2025Q2: 1,275 shares; 2025Q3: 1,156 shares; 2025Q4: 1,031 shares 1,031 $136K 0.03% -125 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: 149,906 shares; 2024Q4: 5,459 shares; 2025Q1: 2,399 shares; 2025Q2: 2,315 shares; 2025Q3: 2,315 shares; 2025Q4: 2,315 shares 2,315 $136K 0.03% 0 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,561 shares; 2024Q4: 1,561 shares; 2025Q1: 1,312 shares; 2025Q2: 1,312 shares; 2025Q3: 1,300 shares; 2025Q4: 1,348 shares 1,348 $136K 0.03% +48 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: 438 shares; 2024Q4: 438 shares; 2025Q1: 438 shares; 2025Q2: 285 shares; 2025Q3: 281 shares; 2025Q4: 338 shares 338 $134K 0.03% +57 Timeline BSV 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: not reported; 2025Q3: not reported; 2025Q4: 1,652 shares 1,652 $130K 0.03% new Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 957 shares; 2024Q4: 1,057 shares; 2025Q1: 1,075 shares; 2025Q2: 1,210 shares; 2025Q3: 1,175 shares; 2025Q4: 1,157 shares 1,157 $130K 0.03% -18 Timeline GIL GILDAN ACTIVEWEAR INC More: the full row for GILDAN ACTIVEWEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,981 shares; 2024Q4: 1,988 shares; 2025Q1: 2,001 shares; 2025Q2: 1,991 shares; 2025Q3: 2,028 shares; 2025Q4: 2,078 shares 2,078 $130K 0.03% +50 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,323 shares; 2024Q4: 1,055 shares; 2025Q1: 1,055 shares; 2025Q2: 1,055 shares; 2025Q3: 1,055 shares; 2025Q4: 1,055 shares 1,055 $127K 0.03% 0 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,936 shares; 2024Q4: 6,953 shares; 2025Q1: 7,074 shares; 2025Q2: 7,109 shares; 2025Q3: 7,204 shares; 2025Q4: 7,231 shares 7,231 $127K 0.03% +27 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares 1,200 $126K 0.03% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,132 shares; 2024Q4: 2,132 shares; 2025Q1: 2,163 shares; 2025Q2: 2,383 shares; 2025Q3: 2,470 shares; 2025Q4: 2,475 shares 2,475 $126K 0.03% +5 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,569 shares; 2024Q4: 1,610 shares; 2025Q1: 1,591 shares; 2025Q2: 1,662 shares; 2025Q3: 1,640 shares; 2025Q4: 1,614 shares 1,614 $125K 0.03% -26 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,780 shares; 2025Q3: 2,780 shares; 2025Q4: 2,780 shares 2,780 $123K 0.03% 0 Timeline IBDT 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: 8,515 shares; 2024Q4: 8,515 shares; 2025Q1: 8,640 shares; 2025Q2: 4,670 shares; 2025Q3: 4,655 shares; 2025Q4: 4,655 shares 4,655 $118K 0.03% 0 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,393 shares; 2024Q4: 1,393 shares; 2025Q1: 1,393 shares; 2025Q2: 1,393 shares; 2025Q3: 1,393 shares; 2025Q4: 1,393 shares 1,393 $118K 0.03% 0 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 296 shares; 2024Q4: 273 shares; 2025Q1: 1,514 shares; 2025Q2: 1,531 shares; 2025Q3: 1,573 shares; 2025Q4: 1,624 shares 1,624 $118K 0.03% +51 Timeline FLRN 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: 3,825 shares; 2024Q4: 3,825 shares; 2025Q1: 3,825 shares; 2025Q2: 4,085 shares; 2025Q3: 3,825 shares; 2025Q4: 3,825 shares 3,825 $118K 0.03% 0 Timeline MGK 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: 283 shares; 2024Q4: 283 shares; 2025Q1: 283 shares; 2025Q2: 283 shares; 2025Q3: 283 shares; 2025Q4: 283 shares 283 $117K 0.03% 0 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,376 shares; 2024Q4: 1,853 shares; 2025Q1: 1,878 shares; 2025Q2: 1,888 shares; 2025Q3: 2,066 shares; 2025Q4: 2,057 shares 2,057 $116K 0.03% -9 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 691 shares; 2024Q4: 692 shares; 2025Q1: 697 shares; 2025Q2: 717 shares; 2025Q3: 717 shares; 2025Q4: 721 shares 721 $116K 0.03% +4 Timeline QEFA SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,505 shares; 2024Q4: 1,470 shares; 2025Q1: 1,435 shares; 2025Q2: 1,445 shares; 2025Q3: 1,395 shares; 2025Q4: 1,275 shares 1,275 $116K 0.03% -120 Timeline BSMZ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX 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: 4,525 shares 4,525 $115K 0.03% new 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: 1,271 shares; 2024Q4: 1,271 shares; 2025Q1: 1,277 shares; 2025Q2: 1,271 shares; 2025Q3: 1,271 shares; 2025Q4: 2,542 shares 2,542 $114K 0.03% +1,271 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: 3,353 shares; 2024Q4: 3,353 shares; 2025Q1: 3,058 shares; 2025Q2: 3,768 shares; 2025Q3: 2,208 shares; 2025Q4: 2,208 shares 2,208 $111K 0.02% 0 Timeline RRX REGAL REXNORD CORPORATION More: the full row for REGAL REXNORD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 782 shares; 2025Q1: 792 shares; 2025Q2: 807 shares; 2025Q3: 772 shares; 2025Q4: 772 shares 772 $108K 0.02% 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: 649 shares; 2024Q4: 59 shares; 2025Q1: 645 shares; 2025Q2: 639 shares; 2025Q3: 639 shares; 2025Q4: 638 shares 638 $108K 0.02% -1 Timeline EFG 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: 1,398 shares; 2024Q4: 1,398 shares; 2025Q1: 1,468 shares; 2025Q2: 1,353 shares; 2025Q3: 1,223 shares; 2025Q4: 943 shares 943 $107K 0.02% -280 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,290 shares; 2024Q4: 391 shares; 2025Q1: 1,259 shares; 2025Q2: 1,201 shares; 2025Q3: 120 shares; 2025Q4: 1,083 shares 1,083 $107K 0.02% +963 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: 2,277 shares; 2024Q4: 2,277 shares; 2025Q1: 1,812 shares; 2025Q2: 1,563 shares; 2025Q3: 688 shares; 2025Q4: 688 shares 688 $107K 0.02% 0 Timeline AVIV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,350 shares; 2024Q4: 1,885 shares; 2025Q1: 1,885 shares; 2025Q2: 1,835 shares; 2025Q3: 1,515 shares; 2025Q4: 1,490 shares 1,490 $106K 0.02% -25 Timeline XOEX DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,175 shares; 2024Q4: 3,205 shares; 2025Q1: 3,205 shares; 2025Q2: 3,295 shares; 2025Q3: 3,295 shares; 2025Q4: 2,890 shares 2,890 $106K 0.02% -405 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,215 shares; 2024Q4: 1,215 shares; 2025Q1: 1,175 shares; 2025Q2: 1,175 shares; 2025Q3: 1,175 shares; 2025Q4: 1,175 shares 1,175 $105K 0.02% 0 Timeline IWS 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: 775 shares; 2025Q3: 743 shares; 2025Q4: 743 shares 743 $105K 0.02% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,276 shares; 2024Q4: 1,212 shares; 2025Q1: 1,219 shares; 2025Q2: 1,086 shares; 2025Q3: 881 shares; 2025Q4: 1,063 shares 1,063 $104K 0.02% +182 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 629 shares; 2025Q2: 629 shares; 2025Q3: 629 shares; 2025Q4: 665 shares 665 $102K 0.02% +36 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,699 shares; 2024Q4: 990 shares; 2025Q1: 2,660 shares; 2025Q2: 2,731 shares; 2025Q3: 2,781 shares; 2025Q4: 2,481 shares 2,481 $102K 0.02% -300 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: not reported; 2024Q4: not reported; 2025Q1: 45 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 414 shares 414 $102K 0.02% new Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 793 shares; 2024Q4: 778 shares; 2025Q1: 791 shares; 2025Q2: 429 shares; 2025Q3: 472 shares; 2025Q4: 473 shares 473 $101K 0.02% +1 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102 shares; 2024Q4: 958 shares; 2025Q1: 878 shares; 2025Q2: 851 shares; 2025Q3: 878 shares; 2025Q4: 893 shares 893 $101K 0.02% +15 Timeline IBDR 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: 9,105 shares; 2024Q4: 9,405 shares; 2025Q1: 9,135 shares; 2025Q2: 4,505 shares; 2025Q3: 4,140 shares; 2025Q4: 4,140 shares 4,140 $100K 0.02% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 677 shares; 2024Q4: 765 shares; 2025Q1: 763 shares; 2025Q2: 744 shares; 2025Q3: 787 shares; 2025Q4: 816 shares 816 $100K 0.02% +29 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: 242 shares; 2024Q4: 4,944 shares; 2025Q1: 242 shares; 2025Q2: 379 shares; 2025Q3: 1,259 shares; 2025Q4: 1,042 shares 1,042 $100K 0.02% -217 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 233 shares; 2025Q4: 236 shares 236 $99.6K 0.02% +3 Timeline SNDK SANDISK CORP More: the full row for SANDISK 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: 392 shares; 2025Q2: 404 shares; 2025Q3: 404 shares; 2025Q4: 419 shares 419 $99.5K 0.02% +15 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,323 shares; 2024Q4: 3,282 shares; 2025Q1: 3,559 shares; 2025Q2: 3,981 shares; 2025Q3: 4,057 shares; 2025Q4: 4,024 shares 4,024 $96.7K 0.02% -33 Timeline PSO PEARSON PLC More: the full row for PEARSON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,509 shares; 2024Q4: 7,536 shares; 2025Q1: 7,570 shares; 2025Q2: 7,570 shares; 2025Q3: 6,919 shares; 2025Q4: 6,855 shares 6,855 $96.2K 0.02% -64 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: 142 shares; 2024Q4: 120 shares; 2025Q1: 113 shares; 2025Q2: 146 shares; 2025Q3: 152 shares; 2025Q4: 145 shares 145 $96.1K 0.02% -7 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92 shares; 2024Q4: 153 shares; 2025Q1: 148 shares; 2025Q2: 249 shares; 2025Q3: 244 shares; 2025Q4: 224 shares 224 $95.5K 0.02% -20 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 470 shares; 2024Q4: 522 shares; 2025Q1: 511 shares; 2025Q2: 470 shares; 2025Q3: 470 shares; 2025Q4: 470 shares 470 $95.3K 0.02% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 318 shares; 2024Q4: 303 shares; 2025Q1: 332 shares; 2025Q2: 355 shares; 2025Q3: 400 shares; 2025Q4: 437 shares 437 $93.6K 0.02% +37 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 379 shares; 2024Q4: 586 shares; 2025Q1: 586 shares; 2025Q2: 532 shares; 2025Q3: 588 shares; 2025Q4: 580 shares 580 $93.4K 0.02% -8 Timeline CAE CAE INC More: the full row for CAE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,098 shares; 2024Q4: 3,098 shares; 2025Q1: 3,098 shares; 2025Q2: 3,098 shares; 2025Q3: 3,060 shares; 2025Q4: 3,060 shares 3,060 $93.1K 0.02% 0 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 451 shares; 2024Q4: 451 shares; 2025Q1: 451 shares; 2025Q2: 595 shares; 2025Q3: 481 shares; 2025Q4: 481 shares 481 $91.9K 0.02% 0 Timeline ISHG 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: 1,130 shares; 2025Q3: 1,170 shares; 2025Q4: 1,180 shares 1,180 $88.8K 0.02% +10 Timeline AGCO AGCO CORP More: the full row for AGCO CORP 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: 850 shares; 2025Q2: 850 shares; 2025Q3: 850 shares; 2025Q4: 850 shares 850 $88.7K 0.02% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,386 shares; 2024Q4: 2,355 shares; 2025Q1: 2,177 shares; 2025Q2: 2,406 shares; 2025Q3: 1,591 shares; 2025Q4: 1,532 shares 1,532 $88.3K 0.02% -59 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: 4,866 shares; 2024Q4: 6,129 shares; 2025Q1: 6,387 shares; 2025Q2: 5,044 shares; 2025Q3: 5,588 shares; 2025Q4: 5,500 shares 5,500 $87.2K 0.02% -88 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 510 shares; 2024Q4: 510 shares; 2025Q1: 510 shares; 2025Q2: 510 shares; 2025Q3: 510 shares; 2025Q4: 455 shares 455 $87.2K 0.02% -55 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: 433 shares; 2024Q4: 433 shares; 2025Q1: 413 shares; 2025Q2: 413 shares; 2025Q3: 413 shares; 2025Q4: 413 shares 413 $86.4K 0.02% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,284 shares; 2024Q4: 5,018 shares; 2025Q1: 5,164 shares; 2025Q2: 2,460 shares; 2025Q3: 2,473 shares; 2025Q4: 2,476 shares 2,476 $86K 0.02% +3 Timeline AQWA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,580 shares; 2024Q4: 6,260 shares; 2025Q1: 6,260 shares; 2025Q2: 4,580 shares; 2025Q3: 4,580 shares; 2025Q4: 4,580 shares 4,580 $86K 0.02% 0 Timeline SPYX 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: 10,310 shares; 2024Q4: 8,245 shares; 2025Q1: 8,245 shares; 2025Q2: 6,135 shares; 2025Q3: 2,515 shares; 2025Q4: 1,510 shares 1,510 $84.8K 0.02% -1,005 Timeline IBMT 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: 1,005 shares; 2025Q3: 3,205 shares; 2025Q4: 3,205 shares 3,205 $83.2K 0.02% 0 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,034 shares; 2024Q4: 6,712 shares; 2025Q1: 7,042 shares; 2025Q2: 6,660 shares; 2025Q3: 6,266 shares; 2025Q4: 3,727 shares 3,727 $83K 0.02% -2,539 Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,645 shares; 2024Q4: 2,645 shares; 2025Q1: 2,648 shares; 2025Q2: 2,647 shares; 2025Q3: 2,638 shares; 2025Q4: 2,638 shares 2,638 $82.9K 0.02% 0 Timeline IBMS 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: 605 shares; 2025Q1: 605 shares; 2025Q2: 1,075 shares; 2025Q3: 3,180 shares; 2025Q4: 3,180 shares 3,180 $82.9K 0.02% 0 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 693 shares; 2024Q4: 480 shares; 2025Q1: 477 shares; 2025Q2: 480 shares; 2025Q3: 447 shares; 2025Q4: 427 shares 427 $82.9K 0.02% -20 Timeline ESE ESCO TECHNOLOGIES INC More: the full row for ESCO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 625 shares; 2024Q4: 625 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 418 shares; 2025Q4: 418 shares 418 $81.7K 0.02% 0 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,448 shares; 2024Q4: 1,391 shares; 2025Q1: 1,173 shares; 2025Q2: 1,173 shares; 2025Q3: 986 shares; 2025Q4: 972 shares 972 $80.6K 0.02% -14 Timeline LDEM 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: 1,380 shares; 2024Q4: 1,380 shares; 2025Q1: 1,375 shares; 2025Q2: 1,375 shares; 2025Q3: 1,375 shares; 2025Q4: 1,375 shares 1,375 $79.9K 0.02% 0 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,054 shares; 2024Q4: 1,054 shares; 2025Q1: 1,054 shares; 2025Q2: 1,407 shares; 2025Q3: 1,407 shares; 2025Q4: 1,524 shares 1,524 $79.8K 0.02% +117 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 421 shares; 2024Q4: 419 shares; 2025Q1: 426 shares; 2025Q2: 429 shares; 2025Q3: 5 shares; 2025Q4: 381 shares 381 $79.2K 0.02% +376 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,707 shares; 2024Q4: 2,283 shares; 2025Q1: 2,666 shares; 2025Q2: 2,123 shares; 2025Q3: 1,568 shares; 2025Q4: 1,544 shares 1,544 $78.6K 0.02% -24 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: 60 shares; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 64 shares; 2025Q3: 64 shares; 2025Q4: 64 shares 64 $77.8K 0.02% 0 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,740 shares; 2024Q4: 3,740 shares; 2025Q1: 3,740 shares; 2025Q2: 3,740 shares; 2025Q3: 3,740 shares; 2025Q4: 3,740 shares 3,740 $77.2K 0.02% 0 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: 444 shares; 2024Q4: 255 shares; 2025Q1: 255 shares; 2025Q2: 255 shares; 2025Q3: 255 shares; 2025Q4: 255 shares 255 $77K 0.02% 0 Timeline STLA STELLANTIS N.V More: the full row for STELLANTIS N.V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,560 shares; 2024Q4: 7,170 shares; 2025Q1: 5,560 shares; 2025Q2: 6,519 shares; 2025Q3: 6,948 shares; 2025Q4: 6,987 shares 6,987 $76.1K 0.02% +39 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 986 shares; 2024Q4: 558 shares; 2025Q1: 941 shares; 2025Q2: 921 shares; 2025Q3: 928 shares; 2025Q4: 983 shares 983 $76K 0.02% +55 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 424 shares; 2024Q4: 452 shares; 2025Q1: 464 shares; 2025Q2: 424 shares; 2025Q3: 424 shares; 2025Q4: 460 shares 460 $75K 0.02% +36 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,397 shares; 2024Q4: 1,366 shares; 2025Q1: 1,366 shares; 2025Q2: 815 shares; 2025Q3: 549 shares; 2025Q4: 549 shares 549 $74.7K 0.02% 0 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,625 shares; 2024Q4: 1,625 shares; 2025Q1: 1,625 shares; 2025Q2: 1,625 shares; 2025Q3: 1,625 shares; 2025Q4: 1,625 shares 1,625 $74.6K 0.02% 0 Timeline FLEU FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,210 shares; 2025Q3: 2,210 shares; 2025Q4: 2,210 shares 2,210 $73.5K 0.02% 0 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,123 shares; 2024Q4: 736 shares; 2025Q1: 1,081 shares; 2025Q2: 1,094 shares; 2025Q3: 1,096 shares; 2025Q4: 1,079 shares 1,079 $72.2K 0.02% -17 Timeline IWP 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: 589 shares; 2025Q3: 526 shares; 2025Q4: 526 shares 526 $72K 0.02% 0 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: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares 200 $72K 0.02% 0 Timeline SCZ 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: 925 shares; 2024Q4: 925 shares; 2025Q1: 925 shares; 2025Q2: 1,021 shares; 2025Q3: 925 shares; 2025Q4: 925 shares 925 $71.7K 0.02% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 440 shares; 2024Q4: 440 shares; 2025Q1: 440 shares; 2025Q2: 440 shares; 2025Q3: 440 shares; 2025Q4: 440 shares 440 $71.6K 0.02% 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: 1,201 shares; 2024Q4: 1,201 shares; 2025Q1: 1,277 shares; 2025Q2: 1,219 shares; 2025Q3: 967 shares; 2025Q4: 1,192 shares 1,192 $71.5K 0.02% +225 Timeline FXO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,180 shares; 2024Q4: 1,180 shares; 2025Q1: 1,180 shares; 2025Q2: 1,180 shares; 2025Q3: 1,180 shares; 2025Q4: 1,180 shares 1,180 $71.2K 0.02% 0 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 352 shares; 2024Q4: 352 shares; 2025Q1: 418 shares; 2025Q2: 418 shares; 2025Q3: 418 shares; 2025Q4: 385 shares 385 $71K 0.02% -33 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,136 shares; 2024Q4: 1,136 shares; 2025Q1: 1,136 shares; 2025Q2: 1,136 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares 1,100 $70.8K 0.02% 0 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 217 shares; 2024Q4: 217 shares; 2025Q1: 217 shares; 2025Q2: 191 shares; 2025Q3: 191 shares; 2025Q4: 191 shares 191 $70.6K 0.02% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 290 shares; 2024Q4: 409 shares; 2025Q1: 396 shares; 2025Q2: 381 shares; 2025Q3: 251 shares; 2025Q4: 380 shares 380 $70.5K 0.02% +129 Timeline UDR UDR INC More: the full row for UDR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,098 shares; 2024Q4: 2,097 shares; 2025Q1: 2,106 shares; 2025Q2: 2,161 shares; 2025Q3: 2,090 shares; 2025Q4: 1,893 shares 1,893 $69.4K 0.02% -197 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: 424 shares; 2024Q4: 424 shares; 2025Q1: 463 shares; 2025Q2: 463 shares; 2025Q3: 463 shares; 2025Q4: 463 shares 463 $68.8K 0.02% 0 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: 1,210 shares; 2024Q4: 1,179 shares; 2025Q1: 1,160 shares; 2025Q2: 1,160 shares; 2025Q3: 1,160 shares; 2025Q4: 1,160 shares 1,160 $68K 0.02% 0 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 457 shares; 2024Q4: 506 shares; 2025Q1: 457 shares; 2025Q2: 717 shares; 2025Q3: 831 shares; 2025Q4: 814 shares 814 $67.9K 0.02% -17 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: 826 shares; 2024Q4: 781 shares; 2025Q1: 768 shares; 2025Q2: 820 shares; 2025Q3: 739 shares; 2025Q4: 778 shares 778 $67.8K 0.02% +39 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 225 shares; 2024Q4: 225 shares; 2025Q1: 225 shares; 2025Q2: 225 shares; 2025Q3: 225 shares; 2025Q4: 225 shares 225 $65.3K 0.01% 0 Timeline XBI 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: 420 shares; 2024Q4: 535 shares; 2025Q1: 535 shares; 2025Q2: 535 shares; 2025Q3: 535 shares; 2025Q4: 535 shares 535 $65.2K 0.01% 0 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 254 shares; 2024Q4: 254 shares; 2025Q1: 254 shares; 2025Q2: 254 shares; 2025Q3: 254 shares; 2025Q4: 254 shares 254 $64.3K 0.01% 0 Timeline E ENI SPA More: the full row for ENI SPA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 809 shares; 2024Q4: 833 shares; 2025Q1: 1,533 shares; 2025Q2: 1,679 shares; 2025Q3: 1,691 shares; 2025Q4: 1,691 shares 1,691 $64.2K 0.01% 0 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: 661 shares; 2024Q4: 661 shares; 2025Q1: 703 shares; 2025Q2: 955 shares; 2025Q3: 857 shares; 2025Q4: 857 shares 857 $63.3K 0.01% 0 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: 63 shares; 2024Q4: 59 shares; 2025Q1: 59 shares; 2025Q2: 78 shares; 2025Q3: 75 shares; 2025Q4: 72 shares 72 $63.3K 0.01% -3 Timeline LRGE LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 764 shares; 2024Q4: 764 shares; 2025Q1: 764 shares; 2025Q2: 764 shares; 2025Q3: 764 shares; 2025Q4: 764 shares 764 $62.9K 0.01% 0 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: 255 shares; 2024Q4: 197 shares; 2025Q1: 242 shares; 2025Q2: 210 shares; 2025Q3: 86 shares; 2025Q4: 179 shares 179 $62.6K 0.01% +93 Timeline GAP GAP INC More: the full row for GAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,308 shares; 2024Q4: 2,349 shares; 2025Q1: 2,373 shares; 2025Q2: 2,436 shares; 2025Q3: 2,438 shares; 2025Q4: 2,438 shares 2,438 $62.4K 0.01% 0 Timeline FXH 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: 547 shares; 2024Q4: 547 shares; 2025Q1: 547 shares; 2025Q2: 547 shares; 2025Q3: 547 shares; 2025Q4: 547 shares 547 $62.3K 0.01% 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: 263 shares; 2024Q4: 263 shares; 2025Q1: 263 shares; 2025Q2: 252 shares; 2025Q3: 252 shares; 2025Q4: 252 shares 252 $62.2K 0.01% 0 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 333 shares; 2024Q4: 333 shares; 2025Q1: 333 shares; 2025Q2: not reported; 2025Q3: 1,400 shares; 2025Q4: 1,400 shares 1,400 $62.1K 0.01% 0 Timeline ESGU 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: 414 shares; 2025Q4: 414 shares 414 $61.7K 0.01% 0 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: 965 shares; 2025Q3: 1,676 shares; 2025Q4: 683 shares 683 $61.1K 0.01% -993 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: 89 shares; 2024Q4: 126 shares; 2025Q1: 126 shares; 2025Q2: 145 shares; 2025Q3: 132 shares; 2025Q4: 126 shares 126 $60.9K 0.01% -6 Timeline BIO BIO RAD LABS INC More: the full row for BIO RAD LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares 200 $60.6K 0.01% 0 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: 876 shares; 2024Q4: 876 shares; 2025Q1: 965 shares; 2025Q2: 1,079 shares; 2025Q3: 965 shares; 2025Q4: 965 shares 965 $60.3K 0.01% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,100 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $60.1K 0.01% 0 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: 363 shares; 2024Q4: 365 shares; 2025Q1: 365 shares; 2025Q2: 388 shares; 2025Q3: 388 shares; 2025Q4: 389 shares 389 $60K 0.01% +1 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: 737 shares 737 $59.8K 0.01% new Timeline IGV 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: 565 shares; 2024Q4: 565 shares; 2025Q1: 565 shares; 2025Q2: 565 shares; 2025Q3: 565 shares; 2025Q4: 565 shares 565 $59.7K 0.01% 0 Timeline EVUS 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: 1,150 shares; 2024Q4: 1,150 shares; 2025Q1: 1,150 shares; 2025Q2: 1,285 shares; 2025Q3: 1,285 shares; 2025Q4: 1,855 shares 1,855 $59.4K 0.01% +570 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26 shares; 2024Q4: 200 shares; 2025Q1: 215 shares; 2025Q2: 385 shares; 2025Q3: 398 shares; 2025Q4: 398 shares 398 $59.3K 0.01% 0 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,177 shares; 2024Q4: 1,177 shares; 2025Q1: 1,362 shares; 2025Q2: 1,268 shares; 2025Q3: 1,320 shares; 2025Q4: 1,333 shares 1,333 $58.1K 0.01% +13 Timeline FNCL 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: 743 shares; 2024Q4: 743 shares; 2025Q1: 743 shares; 2025Q2: 743 shares; 2025Q3: 743 shares; 2025Q4: 743 shares 743 $57.8K 0.01% 0 Timeline IBB 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: 340 shares; 2024Q4: 340 shares; 2025Q1: 375 shares; 2025Q2: 340 shares; 2025Q3: 340 shares; 2025Q4: 340 shares 340 $57.4K 0.01% 0 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: 872 shares 872 $57K 0.01% new Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 521 shares; 2024Q4: 549 shares; 2025Q1: 804 shares; 2025Q2: 884 shares; 2025Q3: 890 shares; 2025Q4: 890 shares 890 $57K 0.01% 0 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 655 shares; 2024Q4: 3,785 shares; 2025Q1: 3,785 shares; 2025Q2: 1,810 shares; 2025Q3: 1,810 shares; 2025Q4: 1,665 shares 1,665 $57K 0.01% -145 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,905 shares; 2024Q4: 4,126 shares; 2025Q1: 4,094 shares; 2025Q2: 4,565 shares; 2025Q3: 4,644 shares; 2025Q4: 4,572 shares 4,572 $56.9K 0.01% -72 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,311 shares; 2024Q4: 1,246 shares; 2025Q1: 1,290 shares; 2025Q2: 1,281 shares; 2025Q3: 1,091 shares; 2025Q4: 1,173 shares 1,173 $56.8K 0.01% +82 Timeline FLOT 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: 3,780 shares; 2024Q4: 2,400 shares; 2025Q1: 1,950 shares; 2025Q2: 1,115 shares; 2025Q3: 1,115 shares; 2025Q4: 1,115 shares 1,115 $56.7K 0.01% 0 Timeline GXO GXO LOGISTICS INCORPORATED More: the full row for GXO LOGISTICS INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,075 shares; 2024Q4: 1,075 shares; 2025Q1: 1,075 shares; 2025Q2: 1,075 shares; 2025Q3: 1,075 shares; 2025Q4: 1,075 shares 1,075 $56.6K 0.01% 0 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 705 shares; 2024Q4: 705 shares; 2025Q1: 705 shares; 2025Q2: 705 shares; 2025Q3: 705 shares; 2025Q4: 705 shares 705 $55.9K 0.01% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91 shares; 2024Q4: 91 shares; 2025Q1: 81 shares; 2025Q2: 123 shares; 2025Q3: 73 shares; 2025Q4: 73 shares 73 $55K 0.01% 0 Timeline IEUR 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: 1,135 shares; 2024Q4: 1,135 shares; 2025Q1: 1,205 shares; 2025Q2: 1,110 shares; 2025Q3: 1,110 shares; 2025Q4: 765 shares 765 $54.3K 0.01% -345 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,145 shares; 2025Q3: 1,145 shares; 2025Q4: 1,145 shares 1,145 $53.6K 0.01% 0 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9 shares; 2024Q4: 10 shares; 2025Q1: 11 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares 10 $53.6K 0.01% 0 Timeline FDIS 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: 522 shares; 2024Q4: 522 shares; 2025Q1: 522 shares; 2025Q2: 522 shares; 2025Q3: 522 shares; 2025Q4: 522 shares 522 $53.3K 0.01% 0 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: 620 shares; 2024Q4: 600 shares; 2025Q1: 623 shares; 2025Q2: 618 shares; 2025Q3: 618 shares; 2025Q4: 600 shares 600 $53.3K 0.01% -18 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS 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: 648 shares 648 $52.9K 0.01% new Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168 shares; 2024Q4: 111 shares; 2025Q1: 140 shares; 2025Q2: 321 shares; 2025Q3: 275 shares; 2025Q4: 383 shares 383 $52.8K 0.01% +108 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 697 shares; 2024Q4: 654 shares; 2025Q1: 594 shares; 2025Q2: 637 shares; 2025Q3: 433 shares; 2025Q4: 422 shares 422 $51.9K 0.01% -11 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 597 shares; 2024Q4: 597 shares; 2025Q1: 586 shares; 2025Q2: 541 shares; 2025Q3: 511 shares; 2025Q4: 507 shares 507 $51.2K 0.01% -4 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: 614 shares; 2024Q4: 536 shares; 2025Q1: 346 shares; 2025Q2: 414 shares; 2025Q3: 346 shares; 2025Q4: 294 shares 294 $51K 0.01% -52 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 553 shares; 2024Q4: 553 shares; 2025Q1: 548 shares; 2025Q2: 567 shares; 2025Q3: 591 shares; 2025Q4: 577 shares 577 $50.3K 0.01% -14 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: 797 shares; 2024Q4: 719 shares; 2025Q1: 603 shares; 2025Q2: 603 shares; 2025Q3: 587 shares; 2025Q4: 1,174 shares 1,174 $50.1K 0.01% +587 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64 shares; 2024Q4: 77 shares; 2025Q1: 105 shares; 2025Q2: 50 shares; 2025Q3: 57 shares; 2025Q4: 98 shares 98 $50K 0.01% +41 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: 35 shares; 2024Q4: 59 shares; 2025Q1: 61 shares; 2025Q2: 160 shares; 2025Q3: 193 shares; 2025Q4: 175 shares 175 $49.9K 0.01% -18 Timeline PSCT 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: 876 shares; 2024Q4: 876 shares; 2025Q1: 876 shares; 2025Q2: 876 shares; 2025Q3: 876 shares; 2025Q4: 876 shares 876 $49.6K 0.01% 0 Timeline VEU 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: 671 shares; 2024Q4: 671 shares; 2025Q1: 671 shares; 2025Q2: 671 shares; 2025Q3: 671 shares; 2025Q4: 671 shares 671 $49.4K 0.01% 0 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,226 shares; 2024Q4: 1,226 shares; 2025Q1: 1,101 shares; 2025Q2: 1,101 shares; 2025Q3: 986 shares; 2025Q4: 706 shares 706 $48.1K 0.01% -280 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: 4,847 shares; 2024Q4: 4,814 shares; 2025Q1: 4,782 shares; 2025Q2: 3,635 shares; 2025Q3: 3,247 shares; 2025Q4: 2,969 shares 2,969 $47.7K 0.01% -278 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 735 shares; 2024Q4: 735 shares; 2025Q1: 735 shares; 2025Q2: 735 shares; 2025Q3: 615 shares; 2025Q4: 615 shares 615 $46.6K 0.01% 0 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: 138 shares; 2024Q4: 231 shares; 2025Q1: 260 shares; 2025Q2: 352 shares; 2025Q3: 444 shares; 2025Q4: 453 shares 453 $46.4K 0.01% +9 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 929 shares; 2024Q4: 929 shares; 2025Q1: 929 shares; 2025Q2: 929 shares; 2025Q3: 929 shares; 2025Q4: 962 shares 962 $45.9K 0.01% +33 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 708 shares; 2024Q4: 543 shares; 2025Q1: 736 shares; 2025Q2: 423 shares; 2025Q3: 570 shares; 2025Q4: 751 shares 751 $45.3K 0.01% +181 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: 215 shares; 2024Q4: 215 shares; 2025Q1: 215 shares; 2025Q2: 215 shares; 2025Q3: 145 shares; 2025Q4: 145 shares 145 $45.3K 0.01% 0 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares 200 $45.2K 0.01% 0 Timeline CTLP CANTALOUPE INC More: the full row for CANTALOUPE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,250 shares; 2024Q4: 4,250 shares; 2025Q1: 4,250 shares; 2025Q2: 4,250 shares; 2025Q3: 4,250 shares; 2025Q4: 4,250 shares 4,250 $45.1K 0.01% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 50 shares; 2025Q1: 48 shares; 2025Q2: 43 shares; 2025Q3: 44 shares; 2025Q4: 42 shares 42 $45K 0.01% -2 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: 17 shares; 2025Q1: 56 shares; 2025Q2: 124 shares; 2025Q3: 140 shares; 2025Q4: 132 shares 132 $44.9K 0.01% -8 Timeline IX ORIX CORP More: the full row for ORIX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 299 shares; 2024Q4: 53 shares; 2025Q1: 265 shares; 2025Q2: 1,537 shares; 2025Q3: 1,787 shares; 2025Q4: 1,537 shares 1,537 $44.9K 0.01% -250 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: 161 shares; 2024Q4: 174 shares; 2025Q1: 140 shares; 2025Q2: 201 shares; 2025Q3: 239 shares; 2025Q4: 702 shares 702 $44.7K 0.01% +463 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 449 shares; 2024Q4: 503 shares; 2025Q1: 451 shares; 2025Q2: 360 shares; 2025Q3: 390 shares; 2025Q4: 480 shares 480 $43.5K 0.01% +90 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: 1,172 shares; 2024Q4: 1,172 shares; 2025Q1: 1,172 shares; 2025Q2: 1,655 shares; 2025Q3: 1,503 shares; 2025Q4: 1,580 shares 1,580 $43.4K 0.01% +77 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 979 shares; 2024Q4: 1,428 shares; 2025Q1: 1,627 shares; 2025Q2: 979 shares; 2025Q3: 979 shares; 2025Q4: 1,187 shares 1,187 $43.1K 0.01% +208 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: 68 shares; 2024Q4: 74 shares; 2025Q1: 66 shares; 2025Q2: 76 shares; 2025Q3: 59 shares; 2025Q4: 76 shares 76 $43K 0.01% +17 Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,263 shares; 2024Q4: 1,440 shares; 2025Q1: 912 shares; 2025Q2: 575 shares; 2025Q3: 818 shares; 2025Q4: 902 shares 902 $42.9K 0.01% +84 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 650 shares; 2024Q4: 615 shares; 2025Q1: 473 shares; 2025Q2: 704 shares; 2025Q3: 704 shares; 2025Q4: 687 shares 687 $42.9K 0.01% -17 Timeline VGLT 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: 14 shares; 2024Q4: 14 shares; 2025Q1: 14 shares; 2025Q2: 14 shares; 2025Q3: 15 shares; 2025Q4: 766 shares 766 $42.7K 0.01% +751 Timeline MOAT 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: 405 shares; 2024Q4: 405 shares; 2025Q1: 405 shares; 2025Q2: 405 shares; 2025Q3: 405 shares; 2025Q4: 405 shares 405 $41.9K 0.01% 0 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 235 shares; 2024Q4: 251 shares; 2025Q1: 210 shares; 2025Q2: 457 shares; 2025Q3: 485 shares; 2025Q4: 503 shares 503 $41.3K 0.01% +18 Timeline GTLS CHART INDS INC More: the full row for CHART INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 325 shares; 2024Q4: 325 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares 200 $41.2K 0.01% 0 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49 shares; 2024Q4: 49 shares; 2025Q1: 49 shares; 2025Q2: 118 shares; 2025Q3: 229 shares; 2025Q4: 241 shares 241 $40.9K 0.01% +12 Timeline IGPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 681 shares; 2024Q4: 681 shares; 2025Q1: 681 shares; 2025Q2: 681 shares; 2025Q3: 681 shares; 2025Q4: 681 shares 681 $40.5K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,396 shares 1,396 $39.8K 0.01% new 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: 186 shares; 2024Q4: 186 shares; 2025Q1: 186 shares; 2025Q2: 186 shares; 2025Q3: 186 shares; 2025Q4: 186 shares 186 $39.4K 0.01% 0 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,959 shares; 2024Q4: 1,147 shares; 2025Q1: 2,642 shares; 2025Q2: 2,596 shares; 2025Q3: 908 shares; 2025Q4: 1,665 shares 1,665 $39.4K 0.01% +757 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159 shares; 2024Q4: 415 shares; 2025Q1: 46 shares; 2025Q2: 804 shares; 2025Q3: 847 shares; 2025Q4: 866 shares 866 $39K 0.01% +19 Timeline NUDV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,170 shares; 2024Q4: 1,170 shares; 2025Q1: 1,170 shares; 2025Q2: 1,330 shares; 2025Q3: 1,330 shares; 2025Q4: 1,305 shares 1,305 $38.9K 0.01% -25 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120 shares; 2024Q4: 48 shares; 2025Q1: 142 shares; 2025Q2: 228 shares; 2025Q3: 295 shares; 2025Q4: 303 shares 303 $38.7K 0.01% +8 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares 800 $38.2K 0.01% 0 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 399 shares; 2024Q4: 426 shares; 2025Q1: 399 shares; 2025Q2: 401 shares; 2025Q3: 403 shares; 2025Q4: 399 shares 399 $38K 0.01% -4 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 322 shares; 2024Q4: 322 shares; 2025Q1: 322 shares; 2025Q2: 313 shares; 2025Q3: 313 shares; 2025Q4: 313 shares 313 $37.5K 0.01% 0 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: 1,148 shares; 2024Q4: 1,148 shares; 2025Q1: 1,108 shares; 2025Q2: 1,108 shares; 2025Q3: 700 shares; 2025Q4: 700 shares 700 $37.4K 0.01% 0 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: 650 shares; 2025Q4: 650 shares 650 $37.2K 0.01% 0 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,848 shares; 2024Q4: 4,954 shares; 2025Q1: 5,476 shares; 2025Q2: 5,931 shares; 2025Q3: 4,499 shares; 2025Q4: 3,658 shares 3,658 $37K 0.01% -841 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 311 shares; 2024Q4: 311 shares; 2025Q1: 311 shares; 2025Q2: 1,129 shares; 2025Q3: 1,129 shares; 2025Q4: 1,451 shares 1,451 $36.9K 0.01% +322 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 166 shares; 2024Q4: 166 shares; 2025Q1: 166 shares; 2025Q2: 180 shares; 2025Q3: 180 shares; 2025Q4: 180 shares 180 $36.6K 0.01% 0 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75 shares; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 75 shares 75 $36.5K 0.01% 0 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160 shares; 2024Q4: 441 shares; 2025Q1: 393 shares; 2025Q2: 393 shares; 2025Q3: 393 shares; 2025Q4: 393 shares 393 $36.3K 0.01% 0 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,876 shares; 2024Q4: 1,876 shares; 2025Q1: 1,876 shares; 2025Q2: 1,876 shares; 2025Q3: 1,876 shares; 2025Q4: 1,876 shares 1,876 $36.3K 0.01% 0 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,196 shares; 2025Q1: 1,196 shares; 2025Q2: 1,231 shares; 2025Q3: 1,231 shares; 2025Q4: 1,550 shares 1,550 $36.1K 0.01% +319 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 691 shares; 2024Q4: 693 shares; 2025Q1: 605 shares; 2025Q2: 605 shares; 2025Q3: 603 shares; 2025Q4: 628 shares 628 $36.1K 0.01% +25 Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 264 shares; 2024Q4: 264 shares; 2025Q1: 264 shares; 2025Q2: 264 shares; 2025Q3: 264 shares; 2025Q4: 264 shares 264 $35.5K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 45 shares; 2025Q2: 165 shares; 2025Q3: 165 shares; 2025Q4: 1,365 shares 1,365 $35.3K 0.01% +1,200 Timeline IVLU 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: 925 shares; 2024Q4: 925 shares; 2025Q1: 925 shares; 2025Q2: 925 shares; 2025Q3: 925 shares; 2025Q4: 925 shares 925 $35.2K 0.01% 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: 621 shares; 2024Q4: 1,863 shares; 2025Q1: 1,863 shares; 2025Q2: 1,273 shares; 2025Q3: 1,273 shares; 2025Q4: 1,273 shares 1,273 $34.9K 0.01% 0 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: 340 shares; 2024Q4: 340 shares; 2025Q1: 255 shares; 2025Q2: 415 shares; 2025Q3: 250 shares; 2025Q4: 250 shares 250 $34.8K 0.01% 0 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 188 shares; 2024Q4: 188 shares; 2025Q1: 288 shares; 2025Q2: 228 shares; 2025Q3: 277 shares; 2025Q4: 277 shares 277 $34.6K 0.01% 0 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133 shares; 2024Q4: 133 shares; 2025Q1: 133 shares; 2025Q2: 133 shares; 2025Q3: 133 shares; 2025Q4: 133 shares 133 $34.3K 0.01% 0 Timeline LAD LITHIA MTRS INC More: the full row for LITHIA MTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 102 shares 102 $33.9K 0.01% +2 Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,608 shares; 2024Q4: 2,111 shares; 2025Q1: 2,073 shares; 2025Q2: 2,170 shares; 2025Q3: 2,521 shares; 2025Q4: 2,170 shares 2,170 $33.8K 0.01% -351 Timeline EFV 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: 472 shares; 2024Q4: 472 shares; 2025Q1: 472 shares; 2025Q2: 472 shares; 2025Q3: 472 shares; 2025Q4: 473 shares 473 $33.8K 0.01% +1 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: 275 shares; 2024Q4: 275 shares; 2025Q1: 275 shares; 2025Q2: 275 shares; 2025Q3: 255 shares; 2025Q4: 255 shares 255 $33.8K 0.01% 0 Timeline VSS 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 234 shares 234 $33.5K 0.01% new Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 425 shares; 2024Q4: 565 shares; 2025Q1: 635 shares; 2025Q2: 711 shares; 2025Q3: 878 shares; 2025Q4: 711 shares 711 $32.9K 0.01% -167 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: 194 shares; 2024Q4: 196 shares; 2025Q1: 183 shares; 2025Q2: 192 shares; 2025Q3: 203 shares; 2025Q4: 232 shares 232 $32.8K 0.01% +29 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 384 shares; 2024Q4: 387 shares; 2025Q1: 407 shares; 2025Q2: 406 shares; 2025Q3: 460 shares; 2025Q4: 448 shares 448 $32.7K 0.01% -12 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 347 shares; 2025Q1: 347 shares; 2025Q2: 830 shares; 2025Q3: 794 shares; 2025Q4: 806 shares 806 $32.3K 0.01% +12 Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 668 shares; 2024Q4: 167 shares; 2025Q1: not reported; 2025Q2: 1,145 shares; 2025Q3: 1,307 shares; 2025Q4: 1,386 shares 1,386 $32.3K 0.01% +79 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,959 shares; 2024Q4: 2,050 shares; 2025Q1: 2,826 shares; 2025Q2: 2,463 shares; 2025Q3: 690 shares; 2025Q4: 1,074 shares 1,074 $32.1K 0.01% +384 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: not reported; 2024Q4: 88 shares; 2025Q1: 96 shares; 2025Q2: 94 shares; 2025Q3: 94 shares; 2025Q4: 94 shares 94 $32K 0.01% 0 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49 shares; 2024Q4: 49 shares; 2025Q1: 49 shares; 2025Q2: 52 shares; 2025Q3: 52 shares; 2025Q4: 52 shares 52 $31.8K 0.01% 0 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 507 shares; 2024Q4: 432 shares; 2025Q1: 432 shares; 2025Q2: 426 shares; 2025Q3: 401 shares; 2025Q4: 401 shares 401 $31.8K 0.01% 0 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 347 shares; 2024Q4: 345 shares; 2025Q1: 345 shares; 2025Q2: 358 shares; 2025Q3: 426 shares; 2025Q4: 367 shares 367 $31.4K 0.01% -59 Timeline XJH 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: 700 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares 700 $31.3K 0.01% 0 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88 shares; 2024Q4: 96 shares; 2025Q1: 87 shares; 2025Q2: 111 shares; 2025Q3: 111 shares; 2025Q4: 111 shares 111 $30.5K 0.01% 0 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: 240 shares; 2024Q4: 240 shares; 2025Q1: 240 shares; 2025Q2: 240 shares; 2025Q3: 240 shares; 2025Q4: 240 shares 240 $30.4K 0.01% 0 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 426 shares; 2024Q4: 247 shares; 2025Q1: 219 shares; 2025Q2: 896 shares; 2025Q3: 1,088 shares; 2025Q4: 896 shares 896 $30.3K 0.01% -192 Timeline SKYD PARAMOUNT SKYDANCE CORP More: the full row for PARAMOUNT SKYDANCE 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: 2,215 shares; 2025Q4: 2,215 shares 2,215 $29.7K 0.01% 0 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 813 shares; 2024Q4: 771 shares; 2025Q1: 771 shares; 2025Q2: 771 shares; 2025Q3: 771 shares; 2025Q4: 771 shares 771 $29.6K 0.01% 0 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147 shares; 2024Q4: 75 shares; 2025Q1: 110 shares; 2025Q2: 141 shares; 2025Q3: 146 shares; 2025Q4: 136 shares 136 $29.5K 0.01% -10 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 145 shares; 2025Q3: 145 shares; 2025Q4: 178 shares 178 $29K 0.01% +33 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22 shares; 2024Q4: not reported; 2025Q1: 19 shares; 2025Q2: 307 shares; 2025Q3: 287 shares; 2025Q4: 276 shares 276 $28.3K 0.01% -11 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,152 shares; 2024Q4: 1,125 shares; 2025Q1: 1,125 shares; 2025Q2: 1,125 shares; 2025Q3: 2,125 shares; 2025Q4: 1,000 shares 1,000 $28.3K 0.01% -1,125 Timeline