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: not loaded; 2024Q4: 15,057 shares; 2025Q1: 9,921 shares; 2025Q2: 17,320 shares; 2025Q3: 23,741 shares; 2025Q4: 23,684 shares 23,684 $16.2M 12.14% -57 Timeline AVDE 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: not loaded; 2024Q4: 73,922 shares; 2025Q1: 113,780 shares; 2025Q2: 114,297 shares; 2025Q3: 117,012 shares; 2025Q4: 118,879 shares 118,879 $9.79M 7.35% +1,867 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: not loaded; 2024Q4: 11,692 shares; 2025Q1: 14,103 shares; 2025Q2: 17,256 shares; 2025Q3: 17,599 shares; 2025Q4: 17,113 shares 17,113 $6.78M 5.1% -486 Timeline JBND 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 loaded; 2024Q4: 137,337 shares; 2025Q1: 113,203 shares; 2025Q2: 118,797 shares; 2025Q3: 116,639 shares; 2025Q4: 117,937 shares 117,937 $6.38M 4.79% +1,298 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,064 shares; 2025Q1: 23,065 shares; 2025Q2: 23,888 shares; 2025Q3: 24,395 shares; 2025Q4: 24,487 shares 24,487 $6.2M 4.66% +92 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: not loaded; 2024Q4: 24,698 shares; 2025Q1: 24,400 shares; 2025Q2: 23,468 shares; 2025Q3: 21,280 shares; 2025Q4: 21,227 shares 21,227 $5.77M 4.34% -53 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: not loaded; 2024Q4: 31,505 shares; 2025Q1: 30,818 shares; 2025Q2: 31,804 shares; 2025Q3: 29,842 shares; 2025Q4: 29,948 shares 29,948 $5.59M 4.2% +106 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: not loaded; 2024Q4: 11,817 shares; 2025Q1: 11,411 shares; 2025Q2: 11,495 shares; 2025Q3: 10,588 shares; 2025Q4: 10,465 shares 10,465 $5.06M 3.8% -123 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 40,050 shares; 2025Q1: 41,515 shares; 2025Q2: 40,468 shares; 2025Q3: 40,255 shares; 2025Q4: 40,579 shares 40,579 $4.33M 3.25% +324 Timeline PWV 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: not loaded; 2024Q4: 45,223 shares; 2025Q1: 45,937 shares; 2025Q2: 46,317 shares; 2025Q3: 50,256 shares; 2025Q4: 51,076 shares 51,076 $3.4M 2.55% +820 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: not loaded; 2024Q4: 9,472 shares; 2025Q1: 9,080 shares; 2025Q2: 9,346 shares; 2025Q3: 9,005 shares; 2025Q4: 8,835 shares 8,835 $3.06M 2.3% -170 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: not loaded; 2024Q4: 14,773 shares; 2025Q1: 14,368 shares; 2025Q2: 13,675 shares; 2025Q3: 14,527 shares; 2025Q4: 13,248 shares 13,248 $3.06M 2.3% -1,279 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: not loaded; 2024Q4: 8,267 shares; 2025Q1: 7,966 shares; 2025Q2: 8,352 shares; 2025Q3: 7,737 shares; 2025Q4: 7,182 shares 7,182 $2.25M 1.69% -555 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: not loaded; 2024Q4: 5,821 shares; 2025Q1: 5,936 shares; 2025Q2: 7,194 shares; 2025Q3: 7,346 shares; 2025Q4: 7,042 shares 7,042 $2.21M 1.66% -304 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: not loaded; 2024Q4: 3,615 shares; 2025Q1: 3,556 shares; 2025Q2: 3,551 shares; 2025Q3: 3,499 shares; 2025Q4: 3,094 shares 3,094 $2.04M 1.53% -405 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: not loaded; 2024Q4: 6,926 shares; 2025Q1: 6,708 shares; 2025Q2: 6,521 shares; 2025Q3: 6,726 shares; 2025Q4: 5,971 shares 5,971 $1.92M 1.45% -755 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,633 shares; 2025Q4: 20,789 shares 20,789 $1.72M 1.29% -1,844 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: not loaded; 2024Q4: 40,381 shares; 2025Q1: 30,858 shares; 2025Q2: 18,152 shares; 2025Q3: 19,508 shares; 2025Q4: 19,781 shares 19,781 $1.5M 1.13% +273 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: not loaded; 2024Q4: 10,008 shares; 2025Q1: 10,015 shares; 2025Q2: 10,413 shares; 2025Q3: 11,435 shares; 2025Q4: 10,860 shares 10,860 $1.31M 0.98% -575 Timeline AVUS 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: not loaded; 2024Q4: 11,916 shares; 2025Q1: 12,055 shares; 2025Q2: 12,397 shares; 2025Q3: 11,510 shares; 2025Q4: 11,302 shares 11,302 $1.26M 0.95% -208 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 24,688 shares; 2025Q1: 23,972 shares; 2025Q2: 24,127 shares; 2025Q3: 26,117 shares; 2025Q4: 26,380 shares 26,380 $1.24M 0.93% +263 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: not loaded; 2024Q4: 3,203 shares; 2025Q1: 3,147 shares; 2025Q2: 3,183 shares; 2025Q3: 3,282 shares; 2025Q4: 2,397 shares 2,397 $1.2M 0.91% -885 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: not loaded; 2024Q4: 4,127 shares; 2025Q1: 3,940 shares; 2025Q2: 3,781 shares; 2025Q3: 3,591 shares; 2025Q4: 3,077 shares 3,077 $1.08M 0.81% -514 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: not loaded; 2024Q4: 1,324 shares; 2025Q1: 1,188 shares; 2025Q2: 1,155 shares; 2025Q3: 1,172 shares; 2025Q4: 11,140 shares 11,140 $1.04M 0.78% +9,968 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: not loaded; 2024Q4: 2,614 shares; 2025Q1: 2,369 shares; 2025Q2: 2,600 shares; 2025Q3: 2,256 shares; 2025Q4: 2,213 shares 2,213 $995K 0.75% -43 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: not loaded; 2024Q4: 20,084 shares; 2025Q1: 19,934 shares; 2025Q2: 24,606 shares; 2025Q3: 25,791 shares; 2025Q4: 23,732 shares 23,732 $967K 0.73% -2,059 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,031 shares; 2025Q1: 13,082 shares; 2025Q2: 17,333 shares; 2025Q3: 19,720 shares; 2025Q4: 17,309 shares 17,309 $952K 0.72% -2,411 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: not loaded; 2024Q4: 4,500 shares; 2025Q1: 4,653 shares; 2025Q2: 4,561 shares; 2025Q3: 4,887 shares; 2025Q4: 4,514 shares 4,514 $934K 0.7% -373 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: not loaded; 2024Q4: 9,900 shares; 2025Q1: 9,900 shares; 2025Q2: 12,022 shares; 2025Q3: 12,711 shares; 2025Q4: 12,579 shares 12,579 $912K 0.69% -132 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,048 shares; 2025Q1: 1,083 shares; 2025Q2: 1,125 shares; 2025Q3: 902 shares; 2025Q4: 815 shares 815 $876K 0.66% -87 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,494 shares; 2025Q1: 2,494 shares; 2025Q2: 2,494 shares; 2025Q3: 2,406 shares; 2025Q4: 2,236 shares 2,236 $865K 0.65% -170 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: not loaded; 2024Q4: 5,506 shares; 2025Q1: 4,839 shares; 2025Q2: 4,582 shares; 2025Q3: 4,695 shares; 2025Q4: 4,334 shares 4,334 $795K 0.6% -361 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,298 shares; 2025Q2: 4,021 shares; 2025Q3: 4,420 shares; 2025Q4: 4,390 shares 4,390 $780K 0.59% -30 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,811 shares; 2025Q1: 1,742 shares; 2025Q2: 1,837 shares; 2025Q3: 3,396 shares; 2025Q4: 4,165 shares 4,165 $767K 0.58% +769 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: not loaded; 2024Q4: 1,450 shares; 2025Q1: 1,450 shares; 2025Q2: 1,450 shares; 2025Q3: 1,450 shares; 2025Q4: 1,450 shares 1,450 $686K 0.52% 0 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,228 shares; 2025Q1: 2,212 shares; 2025Q2: 2,220 shares; 2025Q3: 2,253 shares; 2025Q4: 2,027 shares 2,027 $683K 0.51% -226 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: not loaded; 2024Q4: 9,408 shares; 2025Q1: 9,431 shares; 2025Q2: 9,456 shares; 2025Q3: 10,300 shares; 2025Q4: 9,699 shares 9,699 $678K 0.51% -601 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: not loaded; 2024Q4: 2,903 shares; 2025Q1: 2,916 shares; 2025Q2: 3,266 shares; 2025Q3: 3,277 shares; 2025Q4: 2,927 shares 2,927 $669K 0.5% -350 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: not loaded; 2024Q4: 2,287 shares; 2025Q1: 2,413 shares; 2025Q2: 2,514 shares; 2025Q3: 2,317 shares; 2025Q4: 2,464 shares 2,464 $633K 0.48% +147 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,643 shares; 2025Q1: 2,062 shares; 2025Q2: 2,099 shares; 2025Q3: 2,773 shares; 2025Q4: 3,192 shares 3,192 $622K 0.47% +419 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,853 shares; 2025Q1: 3,063 shares; 2025Q2: 3,036 shares; 2025Q3: 2,634 shares; 2025Q4: 2,328 shares 2,328 $617K 0.46% -306 Timeline JPST 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 loaded; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares 12,000 $607K 0.46% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,137 shares; 2025Q1: 6,277 shares; 2025Q2: 6,302 shares; 2025Q3: 6,321 shares; 2025Q4: 5,430 shares 5,430 $605K 0.45% -891 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: not loaded; 2024Q4: 1,118 shares; 2025Q1: 986 shares; 2025Q2: 852 shares; 2025Q3: 1,038 shares; 2025Q4: 1,032 shares 1,032 $598K 0.45% -6 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: not loaded; 2024Q4: 2,308 shares; 2025Q1: 2,148 shares; 2025Q2: 2,094 shares; 2025Q3: 2,168 shares; 2025Q4: 1,839 shares 1,839 $566K 0.43% -329 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: not loaded; 2024Q4: 977 shares; 2025Q1: 957 shares; 2025Q2: 957 shares; 2025Q3: 912 shares; 2025Q4: 920 shares 920 $565K 0.42% +8 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: not loaded; 2024Q4: 823 shares; 2025Q1: 817 shares; 2025Q2: 1,028 shares; 2025Q3: 1,087 shares; 2025Q4: 1,208 shares 1,208 $515K 0.39% +121 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: not loaded; 2024Q4: 6,965 shares; 2025Q1: 6,956 shares; 2025Q2: 6,921 shares; 2025Q3: 7,663 shares; 2025Q4: 6,666 shares 6,666 $513K 0.39% -997 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: not loaded; 2024Q4: 5,992 shares; 2025Q1: 5,565 shares; 2025Q2: 5,528 shares; 2025Q3: 5,601 shares; 2025Q4: 5,393 shares 5,393 $505K 0.38% -208 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,240 shares; 2025Q1: 1,248 shares; 2025Q2: 1,564 shares; 2025Q3: 2,033 shares; 2025Q4: 1,842 shares 1,842 $503K 0.38% -191 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: not loaded; 2024Q4: 9,691 shares; 2025Q1: 9,023 shares; 2025Q2: 8,355 shares; 2025Q3: 9,164 shares; 2025Q4: 8,289 shares 8,289 $498K 0.37% -875 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,420 shares; 2025Q1: 2,365 shares; 2025Q2: 2,644 shares; 2025Q3: 2,564 shares; 2025Q4: 2,277 shares 2,277 $494K 0.37% -287 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,502 shares; 2025Q1: 1,522 shares; 2025Q2: 1,048 shares; 2025Q3: 1,569 shares; 2025Q4: 1,555 shares 1,555 $473K 0.36% -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: not loaded; 2024Q4: 1,635 shares; 2025Q1: 1,613 shares; 2025Q2: 1,627 shares; 2025Q3: 1,620 shares; 2025Q4: 1,623 shares 1,623 $471K 0.35% +3 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,479 shares; 2025Q1: 1,517 shares; 2025Q2: 1,573 shares; 2025Q3: 1,548 shares; 2025Q4: 1,446 shares 1,446 $461K 0.35% -102 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: not loaded; 2024Q4: not reported; 2025Q1: 540 shares; 2025Q2: 536 shares; 2025Q3: 935 shares; 2025Q4: 1,006 shares 1,006 $456K 0.34% +71 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,139 shares; 2025Q1: 3,039 shares; 2025Q2: 2,816 shares; 2025Q3: 2,870 shares; 2025Q4: 2,771 shares 2,771 $444K 0.33% -99 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: not loaded; 2024Q4: 3,550 shares; 2025Q1: 3,506 shares; 2025Q2: 2,911 shares; 2025Q3: 3,416 shares; 2025Q4: 2,888 shares 2,888 $440K 0.33% -528 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,136 shares; 2025Q1: 1,111 shares; 2025Q2: 1,169 shares; 2025Q3: 1,189 shares; 2025Q4: 1,189 shares 1,189 $440K 0.33% 0 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: not loaded; 2024Q4: 1,413 shares; 2025Q1: 1,421 shares; 2025Q2: 1,442 shares; 2025Q3: 1,451 shares; 2025Q4: 1,270 shares 1,270 $437K 0.33% -181 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,028 shares; 2025Q1: 2,250 shares; 2025Q2: 2,259 shares; 2025Q3: 2,294 shares; 2025Q4: 2,302 shares 2,302 $427K 0.32% +8 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,204 shares; 2025Q1: 5,048 shares; 2025Q2: 4,813 shares; 2025Q3: 5,264 shares; 2025Q4: 5,025 shares 5,025 $411K 0.31% -239 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: not loaded; 2024Q4: 993 shares; 2025Q1: 875 shares; 2025Q2: 872 shares; 2025Q3: 897 shares; 2025Q4: 713 shares 713 $407K 0.31% -184 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: not loaded; 2024Q4: 700 shares; 2025Q1: 628 shares; 2025Q2: 737 shares; 2025Q3: 720 shares; 2025Q4: 707 shares 707 $400K 0.3% -13 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: not loaded; 2024Q4: 2,176 shares; 2025Q1: 2,185 shares; 2025Q2: 1,661 shares; 2025Q3: 1,597 shares; 2025Q4: 1,197 shares 1,197 $395K 0.3% -400 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: not loaded; 2024Q4: 1,906 shares; 2025Q1: 1,661 shares; 2025Q2: 1,751 shares; 2025Q3: 1,785 shares; 2025Q4: 1,622 shares 1,622 $393K 0.3% -163 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,565 shares; 2025Q3: 9,958 shares; 2025Q4: 10,427 shares 10,427 $385K 0.29% +469 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: not loaded; 2024Q4: 599 shares; 2025Q1: 550 shares; 2025Q2: 601 shares; 2025Q3: 542 shares; 2025Q4: 572 shares 572 $379K 0.28% +30 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: not loaded; 2024Q4: 18,436 shares; 2025Q1: 18,614 shares; 2025Q2: 18,813 shares; 2025Q3: 19,520 shares; 2025Q4: 15,164 shares 15,164 $377K 0.28% -4,356 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,497 shares; 2025Q4: 1,313 shares 1,313 $375K 0.28% -184 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: not loaded; 2024Q4: 2,782 shares; 2025Q1: 2,781 shares; 2025Q2: 2,860 shares; 2025Q3: 2,860 shares; 2025Q4: 2,810 shares 2,810 $363K 0.27% -50 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 334 shares; 2025Q1: 325 shares; 2025Q2: 331 shares; 2025Q3: 344 shares; 2025Q4: 348 shares 348 $351K 0.26% +4 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: not loaded; 2024Q4: 2,949 shares; 2025Q1: 2,876 shares; 2025Q2: 3,164 shares; 2025Q3: 3,016 shares; 2025Q4: 2,294 shares 2,294 $329K 0.25% -722 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: not loaded; 2024Q4: 853 shares; 2025Q1: 833 shares; 2025Q2: 705 shares; 2025Q3: 704 shares; 2025Q4: 626 shares 626 $327K 0.25% -78 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: not loaded; 2024Q4: 1,872 shares; 2025Q1: 1,805 shares; 2025Q2: 1,836 shares; 2025Q3: 1,829 shares; 2025Q4: 1,755 shares 1,755 $326K 0.24% -74 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: not loaded; 2024Q4: 543 shares; 2025Q1: 519 shares; 2025Q2: 504 shares; 2025Q3: 448 shares; 2025Q4: 391 shares 391 $321K 0.24% -57 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: not loaded; 2024Q4: 1,486 shares; 2025Q1: 1,458 shares; 2025Q2: 1,460 shares; 2025Q3: 1,461 shares; 2025Q4: 1,323 shares 1,323 $319K 0.24% -138 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: not loaded; 2024Q4: 979 shares; 2025Q1: 932 shares; 2025Q2: 963 shares; 2025Q3: 972 shares; 2025Q4: 955 shares 955 $309K 0.23% -17 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,518 shares; 2025Q3: 1,713 shares; 2025Q4: 1,439 shares 1,439 $308K 0.23% -274 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: not loaded; 2024Q4: 952 shares; 2025Q1: 999 shares; 2025Q2: 1,021 shares; 2025Q3: 1,005 shares; 2025Q4: 835 shares 835 $293K 0.22% -170 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,648 shares; 2025Q1: not reported; 2025Q2: 1,703 shares; 2025Q3: 1,800 shares; 2025Q4: 1,646 shares 1,646 $292K 0.22% -154 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: not loaded; 2024Q4: 192 shares; 2025Q1: not reported; 2025Q2: 234 shares; 2025Q3: not reported; 2025Q4: 1,895 shares 1,895 $290K 0.22% new 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: not loaded; 2024Q4: 374 shares; 2025Q1: 372 shares; 2025Q2: 377 shares; 2025Q3: 382 shares; 2025Q4: 320 shares 320 $281K 0.21% -62 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,563 shares; 2025Q1: 3,570 shares; 2025Q2: 3,813 shares; 2025Q3: 3,879 shares; 2025Q4: 3,544 shares 3,544 $280K 0.21% -335 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: not loaded; 2024Q4: not reported; 2025Q1: 5,064 shares; 2025Q2: 4,696 shares; 2025Q3: 4,975 shares; 2025Q4: 4,837 shares 4,837 $274K 0.21% -138 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: not loaded; 2024Q4: 2,503 shares; 2025Q1: 2,541 shares; 2025Q2: 2,492 shares; 2025Q3: 2,566 shares; 2025Q4: 2,177 shares 2,177 $273K 0.2% -389 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: not loaded; 2024Q4: 3,135 shares; 2025Q1: 3,183 shares; 2025Q2: 2,580 shares; 2025Q3: 2,562 shares; 2025Q4: 1,893 shares 1,893 $272K 0.2% -669 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: not loaded; 2024Q4: 427 shares; 2025Q1: 413 shares; 2025Q2: 416 shares; 2025Q3: 415 shares; 2025Q4: 315 shares 315 $272K 0.2% -100 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 339 shares; 2025Q1: 331 shares; 2025Q2: 335 shares; 2025Q3: 342 shares; 2025Q4: 347 shares 347 $266K 0.2% +5 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: not loaded; 2024Q4: 2,524 shares; 2025Q1: 2,349 shares; 2025Q2: 1,579 shares; 2025Q3: 1,473 shares; 2025Q4: 1,511 shares 1,511 $262K 0.2% +38 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 238 shares; 2025Q4: 245 shares 245 $262K 0.2% +7 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 922 shares; 2025Q1: 924 shares; 2025Q2: 941 shares; 2025Q3: 1,095 shares; 2025Q4: 1,048 shares 1,048 $259K 0.19% -47 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: not loaded; 2024Q4: not reported; 2025Q1: 3,400 shares; 2025Q2: 3,654 shares; 2025Q3: 3,677 shares; 2025Q4: 3,229 shares 3,229 $256K 0.19% -448 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 527 shares; 2025Q3: 565 shares; 2025Q4: 545 shares 545 $256K 0.19% -20 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: not loaded; 2024Q4: 3,302 shares; 2025Q1: 2,927 shares; 2025Q2: 2,943 shares; 2025Q3: 2,944 shares; 2025Q4: 2,412 shares 2,412 $254K 0.19% -532 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: not loaded; 2024Q4: 1,933 shares; 2025Q1: 1,891 shares; 2025Q2: 1,901 shares; 2025Q3: 1,905 shares; 2025Q4: 1,633 shares 1,633 $251K 0.19% -272 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: not loaded; 2024Q4: 348 shares; 2025Q1: 342 shares; 2025Q2: 341 shares; 2025Q3: 342 shares; 2025Q4: 284 shares 284 $250K 0.19% -58 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,767 shares; 2025Q3: 3,073 shares; 2025Q4: 2,666 shares 2,666 $248K 0.19% -407 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,859 shares; 2025Q2: 2,229 shares; 2025Q3: 2,151 shares; 2025Q4: 2,011 shares 2,011 $247K 0.19% -140 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,916 shares; 2025Q1: 10,977 shares; 2025Q2: 6,284 shares; 2025Q3: 5,240 shares; 2025Q4: 4,597 shares 4,597 $245K 0.18% -643 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,394 shares; 2025Q1: 1,372 shares; 2025Q2: 1,333 shares; 2025Q3: 1,326 shares; 2025Q4: 1,177 shares 1,177 $239K 0.18% -149 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: not loaded; 2024Q4: 8,960 shares; 2025Q1: 8,756 shares; 2025Q2: not reported; 2025Q3: 8,991 shares; 2025Q4: 9,400 shares 9,400 $234K 0.18% +409 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 625 shares; 2025Q1: not reported; 2025Q2: 625 shares; 2025Q3: 625 shares; 2025Q4: 625 shares 625 $233K 0.18% 0 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: not loaded; 2024Q4: 793 shares; 2025Q1: 870 shares; 2025Q2: 874 shares; 2025Q3: 884 shares; 2025Q4: 752 shares 752 $230K 0.17% -132 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: not loaded; 2024Q4: not reported; 2025Q1: 839 shares; 2025Q2: 856 shares; 2025Q3: 857 shares; 2025Q4: 756 shares 756 $224K 0.17% -101 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 822 shares; 2025Q1: 820 shares; 2025Q2: 807 shares; 2025Q3: 853 shares; 2025Q4: 716 shares 716 $223K 0.17% -137 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,026 shares 6,026 $223K 0.17% new Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,622 shares 1,622 $220K 0.17% new Timeline GQI NATIXIS ETF TR More: the full row for NATIXIS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,465 shares; 2025Q4: 3,809 shares 3,809 $217K 0.16% -4,656 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,483 shares; 2025Q1: 2,515 shares; 2025Q2: 3,655 shares; 2025Q3: 4,170 shares; 2025Q4: 2,576 shares 2,576 $217K 0.16% -1,594 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 859 shares; 2025Q1: 843 shares; 2025Q2: 884 shares; 2025Q3: not reported; 2025Q4: 921 shares 921 $210K 0.16% new Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,252 shares; 2025Q3: 3,131 shares; 2025Q4: 2,724 shares 2,724 $209K 0.16% -407 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,307 shares; 2025Q3: 1,207 shares; 2025Q4: 1,156 shares 1,156 $203K 0.15% -51 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 454 shares; 2025Q3: 445 shares; 2025Q4: 434 shares 434 $202K 0.15% -11 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: not loaded; 2024Q4: not reported; 2025Q1: 10,874 shares; 2025Q2: 12,620 shares; 2025Q3: 12,648 shares; 2025Q4: 11,566 shares 11,566 $144K 0.11% -1,082 Timeline