PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,757 shares; 2024Q4: 346,329 shares; 2025Q1: 511,611 shares; 2025Q2: 987,572 shares; 2025Q3: 1,420,552 shares; 2025Q4: 1,982,142 shares 1,982,142 $90.3M 13.37% +561,590 Timeline JFLX 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: 602,649 shares; 2025Q4: 638,839 shares 638,839 $32.1M 4.75% +36,190 Timeline CDIG EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 77,308 shares; 2025Q4: 1,067,374 shares 1,067,374 $26.6M 3.94% +990,066 Timeline DHLX DIAMOND HILL FUNDS More: the full row for DIAMOND HILL FUNDS 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: 1,977,016 shares 1,977,016 $26.2M 3.88% new 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: 304,259 shares; 2024Q4: 309,010 shares; 2025Q1: 310,713 shares; 2025Q2: 309,976 shares; 2025Q3: 310,868 shares; 2025Q4: 316,428 shares 316,428 $22M 3.25% +5,560 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,074 shares; 2024Q4: 3,027 shares; 2025Q1: 3,013 shares; 2025Q2: 3,011 shares; 2025Q3: 2,992 shares; 2025Q4: 2,984 shares 2,984 $21.8M 3.22% -8 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: 79,186 shares; 2024Q4: 78,009 shares; 2025Q1: 78,247 shares; 2025Q2: 78,823 shares; 2025Q3: 77,930 shares; 2025Q4: 78,346 shares 78,346 $21.3M 3.15% +416 Timeline SCHG 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: 160,541 shares; 2024Q4: 624,047 shares; 2025Q1: 626,746 shares; 2025Q2: 642,509 shares; 2025Q3: 646,788 shares; 2025Q4: 648,755 shares 648,755 $21.2M 3.13% +1,967 Timeline ERIE ERIE INDTY CO More: the full row for ERIE INDTY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,638 shares; 2024Q4: 65,789 shares; 2025Q1: 65,637 shares; 2025Q2: 65,641 shares; 2025Q3: 65,637 shares; 2025Q4: 65,647 shares 65,647 $18.8M 2.79% +10 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: 128,384 shares; 2024Q4: 131,472 shares; 2025Q1: 127,626 shares; 2025Q2: 127,122 shares; 2025Q3: 126,404 shares; 2025Q4: 126,599 shares 126,599 $15.2M 2.26% +195 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: 13,300 shares; 2024Q4: 16,855 shares; 2025Q1: 19,158 shares; 2025Q2: 43,623 shares; 2025Q3: 47,203 shares; 2025Q4: 67,526 shares 67,526 $12.9M 1.91% +20,323 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: 22,984 shares; 2024Q4: 58,120 shares; 2025Q1: 93,276 shares; 2025Q2: 128,055 shares; 2025Q3: 149,820 shares; 2025Q4: 161,775 shares 161,775 $12.9M 1.91% +11,955 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: 29,617 shares; 2024Q4: 26,647 shares; 2025Q1: 24,484 shares; 2025Q2: 25,495 shares; 2025Q3: 25,656 shares; 2025Q4: 25,078 shares 25,078 $12.6M 1.87% -578 Timeline MFSG MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE 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: 73,577 shares; 2025Q3: 132,054 shares; 2025Q4: 423,955 shares 423,955 $12M 1.78% +291,901 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: 21,440 shares; 2024Q4: 20,485 shares; 2025Q1: 22,002 shares; 2025Q2: 23,207 shares; 2025Q3: 23,368 shares; 2025Q4: 23,182 shares 23,182 $11.2M 1.66% -186 Timeline KMID VIRTUS ETF TR II More: the full row for VIRTUS ETF 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: 70,183 shares; 2025Q3: 158,500 shares; 2025Q4: 440,618 shares 440,618 $10.7M 1.59% +282,118 Timeline JGRO 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: 2,883 shares; 2025Q1: not reported; 2025Q2: 11,869 shares; 2025Q3: 69,110 shares; 2025Q4: 102,328 shares 102,328 $9.5M 1.41% +33,218 Timeline QLTY GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,817 shares; 2025Q2: 82,842 shares; 2025Q3: 121,548 shares; 2025Q4: 244,177 shares 244,177 $9.39M 1.39% +122,629 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: 48,395 shares; 2024Q4: 56,607 shares; 2025Q1: 71,369 shares; 2025Q2: 70,399 shares; 2025Q3: 73,789 shares; 2025Q4: 136,253 shares 136,253 $8.99M 1.33% +62,464 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: 7,830 shares; 2024Q4: 7,896 shares; 2025Q1: 7,890 shares; 2025Q2: 8,059 shares; 2025Q3: 8,067 shares; 2025Q4: 8,006 shares 8,006 $8.6M 1.27% -61 Timeline FTRB FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 39,283 shares; 2025Q2: 176,833 shares; 2025Q3: 253,500 shares; 2025Q4: 335,158 shares 335,158 $8.51M 1.26% +81,658 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: 72,850 shares; 2024Q4: 70,012 shares; 2025Q1: 71,147 shares; 2025Q2: 70,415 shares; 2025Q3: 70,428 shares; 2025Q4: 78,968 shares 78,968 $8.09M 1.2% +8,540 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,834 shares; 2024Q4: 68,746 shares; 2025Q1: 105,484 shares; 2025Q2: 99,042 shares; 2025Q3: 101,492 shares; 2025Q4: 102,680 shares 102,680 $7.83M 1.16% +1,188 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: 7,164 shares; 2024Q4: 7,444 shares; 2025Q1: 7,520 shares; 2025Q2: 7,625 shares; 2025Q3: 9,361 shares; 2025Q4: 9,378 shares 9,378 $6.4M 0.95% +17 Timeline HELO 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: 11,777 shares; 2025Q3: 39,852 shares; 2025Q4: 77,745 shares 77,745 $5.16M 0.76% +37,893 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: 16,210 shares; 2024Q4: 14,556 shares; 2025Q1: 15,839 shares; 2025Q2: 15,856 shares; 2025Q3: 15,663 shares; 2025Q4: 15,033 shares 15,033 $4.72M 0.7% -630 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,378 shares; 2025Q4: 95,983 shares 95,983 $4.42M 0.65% +87,605 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: 13,177 shares; 2024Q4: 12,572 shares; 2025Q1: 13,585 shares; 2025Q2: 13,542 shares; 2025Q3: 13,300 shares; 2025Q4: 13,013 shares 13,013 $4.07M 0.6% -287 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,718 shares; 2025Q4: 8,654 shares 8,654 $4.07M 0.6% -8,064 Timeline VTWG 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: 14,795 shares; 2024Q4: 15,591 shares; 2025Q1: 15,160 shares; 2025Q2: 15,713 shares; 2025Q3: 16,197 shares; 2025Q4: 16,654 shares 16,654 $3.93M 0.58% +457 Timeline PRCS PARNASSUS FUNDS II More: the full row for PARNASSUS FUNDS 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: not reported; 2025Q3: 33,735 shares; 2025Q4: 139,546 shares 139,546 $3.75M 0.55% +105,811 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: 3,966 shares; 2024Q4: 4,328 shares; 2025Q1: 3,888 shares; 2025Q2: 4,370 shares; 2025Q3: 5,510 shares; 2025Q4: 7,666 shares 7,666 $3.74M 0.55% +2,156 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: 3,414 shares; 2024Q4: 3,375 shares; 2025Q1: 3,977 shares; 2025Q2: 5,168 shares; 2025Q3: 6,301 shares; 2025Q4: 6,293 shares 6,293 $3.61M 0.53% -8 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: 15,116 shares; 2024Q4: 12,557 shares; 2025Q1: 12,213 shares; 2025Q2: 12,050 shares; 2025Q3: 12,002 shares; 2025Q4: 11,972 shares 11,972 $3.55M 0.52% -30 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: 9,947 shares; 2024Q4: 10,006 shares; 2025Q1: 10,070 shares; 2025Q2: 10,278 shares; 2025Q3: 10,187 shares; 2025Q4: 10,180 shares 10,180 $3.52M 0.52% -7 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,646 shares; 2024Q4: 36,377 shares; 2025Q1: 35,947 shares; 2025Q2: 35,446 shares; 2025Q3: 35,148 shares; 2025Q4: 34,713 shares 34,713 $3.26M 0.48% -435 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: 8,573 shares; 2024Q4: 8,340 shares; 2025Q1: 9,783 shares; 2025Q2: 9,914 shares; 2025Q3: 9,938 shares; 2025Q4: 9,986 shares 9,986 $3.22M 0.48% +48 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: 66,916 shares; 2024Q4: 67,242 shares; 2025Q1: 66,901 shares; 2025Q2: 63,417 shares; 2025Q3: 62,413 shares; 2025Q4: 64,211 shares 64,211 $3.21M 0.48% +1,798 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: 32,542 shares; 2024Q4: 29,605 shares; 2025Q1: 30,859 shares; 2025Q2: 30,500 shares; 2025Q3: 29,570 shares; 2025Q4: 29,703 shares 29,703 $3.13M 0.46% +133 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: 15,589 shares; 2024Q4: 14,368 shares; 2025Q1: 13,416 shares; 2025Q2: 13,521 shares; 2025Q3: 13,660 shares; 2025Q4: 13,262 shares 13,262 $3.06M 0.45% -398 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: 3,936 shares; 2024Q4: 5,477 shares; 2025Q1: 5,868 shares; 2025Q2: 6,013 shares; 2025Q3: 6,125 shares; 2025Q4: 6,198 shares 6,198 $2.93M 0.43% +73 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: 3,800 shares; 2024Q4: 4,080 shares; 2025Q1: 4,344 shares; 2025Q2: 5,083 shares; 2025Q3: 8,115 shares; 2025Q4: 15,204 shares 15,204 $2.9M 0.43% +7,089 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: 3,243 shares; 2024Q4: 3,511 shares; 2025Q1: 2,919 shares; 2025Q2: 3,895 shares; 2025Q3: 4,128 shares; 2025Q4: 4,168 shares 4,168 $2.86M 0.42% +40 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: 5,377 shares; 2024Q4: 6,315 shares; 2025Q1: 5,952 shares; 2025Q2: 6,926 shares; 2025Q3: 7,377 shares; 2025Q4: 11,062 shares 11,062 $2.85M 0.42% +3,685 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: 7,223 shares; 2024Q4: 7,288 shares; 2025Q1: 8,884 shares; 2025Q2: 10,641 shares; 2025Q3: 10,648 shares; 2025Q4: 23,286 shares 23,286 $2.8M 0.41% +12,638 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: 3,715 shares; 2024Q4: 4,003 shares; 2025Q1: 4,353 shares; 2025Q2: 4,969 shares; 2025Q3: 6,306 shares; 2025Q4: 9,230 shares 9,230 $2.68M 0.4% +2,924 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: 11,105 shares; 2024Q4: 12,127 shares; 2025Q1: 12,656 shares; 2025Q2: 12,199 shares; 2025Q3: 12,210 shares; 2025Q4: 12,462 shares 12,462 $2.62M 0.39% +252 Timeline VTWV 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: 4,707 shares; 2024Q4: 5,721 shares; 2025Q1: 14,154 shares; 2025Q2: 15,116 shares; 2025Q3: 15,675 shares; 2025Q4: 15,990 shares 15,990 $2.56M 0.38% +315 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,902 shares; 2024Q4: 15,903 shares; 2025Q1: 16,175 shares; 2025Q2: 18,682 shares; 2025Q3: 19,085 shares; 2025Q4: 19,160 shares 19,160 $2.52M 0.37% +75 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,021 shares; 2024Q4: 11,311 shares; 2025Q1: 11,643 shares; 2025Q2: 12,837 shares; 2025Q3: 13,014 shares; 2025Q4: 12,061 shares 12,061 $2.52M 0.37% -953 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: 5,323 shares; 2024Q4: 5,390 shares; 2025Q1: 5,392 shares; 2025Q2: 6,351 shares; 2025Q3: 6,353 shares; 2025Q4: 6,356 shares 6,356 $2.37M 0.35% +3 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: 7,661 shares; 2024Q4: 8,390 shares; 2025Q1: 11,303 shares; 2025Q2: 11,990 shares; 2025Q3: 11,892 shares; 2025Q4: 12,721 shares 12,721 $2.37M 0.35% +829 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: 12,921 shares; 2024Q4: 15,364 shares; 2025Q1: 14,579 shares; 2025Q2: 14,748 shares; 2025Q3: 16,298 shares; 2025Q4: 16,620 shares 16,620 $2.28M 0.34% +322 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: 3,645 shares; 2024Q4: 8,319 shares; 2025Q1: 8,519 shares; 2025Q2: 12,302 shares; 2025Q3: 12,338 shares; 2025Q4: 12,374 shares 12,374 $2.24M 0.33% +36 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: 12,067 shares; 2024Q4: 13,697 shares; 2025Q1: 13,761 shares; 2025Q2: 13,804 shares; 2025Q3: 13,819 shares; 2025Q4: 13,832 shares 13,832 $2.22M 0.33% +13 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: 6,015 shares; 2024Q4: 6,073 shares; 2025Q1: 6,044 shares; 2025Q2: 6,501 shares; 2025Q3: 6,379 shares; 2025Q4: 6,616 shares 6,616 $2.22M 0.33% +237 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: 7,376 shares; 2024Q4: 8,791 shares; 2025Q1: 8,121 shares; 2025Q2: 8,904 shares; 2025Q3: 10,110 shares; 2025Q4: 15,632 shares 15,632 $2.21M 0.33% +5,522 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: 16,309 shares; 2024Q4: 16,117 shares; 2025Q1: 16,449 shares; 2025Q2: 16,856 shares; 2025Q3: 16,068 shares; 2025Q4: 15,319 shares 15,319 $2.2M 0.32% -749 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: 14,765 shares; 2024Q4: 12,090 shares; 2025Q1: 11,556 shares; 2025Q2: 11,432 shares; 2025Q3: 10,470 shares; 2025Q4: 10,477 shares 10,477 $2.17M 0.32% +7 Timeline FPAG INVESTMENT MANAGERS SER TR I More: the full row for INVESTMENT MANAGERS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 54,943 shares 54,943 $2.04M 0.3% new 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: 9,556 shares; 2024Q4: 9,472 shares; 2025Q1: 9,323 shares; 2025Q2: 9,348 shares; 2025Q3: 9,047 shares; 2025Q4: 8,857 shares 8,857 $2.02M 0.3% -190 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: 18,008 shares; 2024Q4: 18,008 shares; 2025Q1: 17,921 shares; 2025Q2: 18,075 shares; 2025Q3: 17,952 shares; 2025Q4: 17,937 shares 17,937 $1.98M 0.29% -15 Timeline SUB 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: 18,579 shares; 2024Q4: 18,471 shares; 2025Q1: 17,426 shares; 2025Q2: 18,052 shares; 2025Q3: 18,066 shares; 2025Q4: 18,064 shares 18,064 $1.93M 0.29% -2 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: 12,872 shares; 2024Q4: 14,993 shares; 2025Q1: 14,452 shares; 2025Q2: 15,303 shares; 2025Q3: 16,408 shares; 2025Q4: 16,845 shares 16,845 $1.92M 0.28% +437 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,528 shares; 2024Q4: 8,226 shares; 2025Q1: 6,126 shares; 2025Q2: 6,134 shares; 2025Q3: 8,128 shares; 2025Q4: 8,134 shares 8,134 $1.88M 0.28% +6 Timeline BLACKROCK MUNICIPAL INCOME … BLACKROCK MUNICIPAL INCOME QUA More: the full row for BLACKROCK MUNICIPAL INCOME QUA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184,787 shares; 2024Q4: 201,682 shares; 2025Q1: 192,762 shares; 2025Q2: 168,283 shares; 2025Q3: 167,749 shares; 2025Q4: 167,994 shares 167,994 $1.84M 0.27% +245 COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,995 shares; 2024Q4: 2,002 shares; 2025Q1: 2,011 shares; 2025Q2: 2,029 shares; 2025Q3: 2,037 shares; 2025Q4: 2,004 shares 2,004 $1.73M 0.26% -33 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,670 shares; 2024Q4: 17,734 shares; 2025Q1: 17,670 shares; 2025Q2: 17,680 shares; 2025Q3: 17,670 shares; 2025Q4: 17,371 shares 17,371 $1.66M 0.25% -299 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,056 shares; 2024Q4: 20,224 shares; 2025Q1: 19,288 shares; 2025Q2: 16,883 shares; 2025Q3: 17,045 shares; 2025Q4: 17,051 shares 17,051 $1.65M 0.24% +6 Timeline BASG ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III 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: 60,614 shares 60,614 $1.57M 0.23% new Timeline GDX 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: 19,440 shares; 2024Q4: 19,451 shares; 2025Q1: 19,135 shares; 2025Q2: 18,785 shares; 2025Q3: 18,628 shares; 2025Q4: 17,645 shares 17,645 $1.51M 0.22% -983 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,878 shares; 2024Q4: 7,999 shares; 2025Q1: 7,991 shares; 2025Q2: 8,025 shares; 2025Q3: 8,041 shares; 2025Q4: 8,066 shares 8,066 $1.47M 0.22% +25 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: 4,670 shares; 2024Q4: 4,621 shares; 2025Q1: 4,566 shares; 2025Q2: 3,920 shares; 2025Q3: 3,916 shares; 2025Q4: 3,921 shares 3,921 $1.45M 0.21% +5 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: 794 shares; 2024Q4: 415 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 436 shares; 2025Q4: 2,500 shares 2,500 $1.45M 0.21% +2,064 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: 11,520 shares; 2024Q4: 14,306 shares; 2025Q1: 13,010 shares; 2025Q2: 13,537 shares; 2025Q3: 16,216 shares; 2025Q4: 18,404 shares 18,404 $1.43M 0.21% +2,188 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: 36,330 shares; 2024Q4: 33,704 shares; 2025Q1: 32,557 shares; 2025Q2: 32,922 shares; 2025Q3: 35,164 shares; 2025Q4: 34,892 shares 34,892 $1.42M 0.21% -272 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: 4,590 shares; 2024Q4: 4,439 shares; 2025Q1: 4,340 shares; 2025Q2: 4,578 shares; 2025Q3: 4,569 shares; 2025Q4: 4,570 shares 4,570 $1.41M 0.21% +1 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 210,060 shares; 2024Q4: 210,464 shares; 2025Q1: 184,593 shares; 2025Q2: 104,919 shares; 2025Q3: 63,610 shares; 2025Q4: 29,808 shares 29,808 $1.37M 0.2% -33,802 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,932 shares; 2024Q4: 11,935 shares; 2025Q1: 11,917 shares; 2025Q2: 12,070 shares; 2025Q3: 12,080 shares; 2025Q4: 11,665 shares 11,665 $1.35M 0.2% -415 Timeline FLCV FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,749 shares 41,749 $1.3M 0.19% new 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: 7,675 shares; 2024Q4: 7,682 shares; 2025Q1: 7,678 shares; 2025Q2: 7,689 shares; 2025Q3: 7,666 shares; 2025Q4: 7,959 shares 7,959 $1.29M 0.19% +293 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: 16,587 shares; 2024Q4: 16,452 shares; 2025Q1: 16,081 shares; 2025Q2: 16,113 shares; 2025Q3: 15,812 shares; 2025Q4: 15,786 shares 15,786 $1.27M 0.19% -26 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: 1,699 shares; 2024Q4: 1,766 shares; 2025Q1: 1,838 shares; 2025Q2: 1,881 shares; 2025Q3: 1,872 shares; 2025Q4: 2,001 shares 2,001 $1.23M 0.18% +129 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: 4,945 shares; 2024Q4: 3,642 shares; 2025Q1: 3,538 shares; 2025Q2: 8,089 shares; 2025Q3: 8,069 shares; 2025Q4: 7,626 shares 7,626 $1.22M 0.18% -443 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: 4,526 shares; 2024Q4: 5,006 shares; 2025Q1: 7,488 shares; 2025Q2: 9,470 shares; 2025Q3: 9,975 shares; 2025Q4: 10,513 shares 10,513 $1.17M 0.17% +538 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: 14,905 shares; 2024Q4: 15,148 shares; 2025Q1: 15,194 shares; 2025Q2: 15,304 shares; 2025Q3: 15,380 shares; 2025Q4: 15,700 shares 15,700 $1.15M 0.17% +320 Timeline QUAL 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: 5,713 shares; 2024Q4: 5,732 shares; 2025Q1: 5,713 shares; 2025Q2: 6,051 shares; 2025Q3: 5,836 shares; 2025Q4: 5,811 shares 5,811 $1.15M 0.17% -25 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: 51,721 shares; 2024Q4: 42,208 shares; 2025Q1: 51,471 shares; 2025Q2: 55,990 shares; 2025Q3: 46,781 shares; 2025Q4: 45,918 shares 45,918 $1.14M 0.17% -863 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: 1,925 shares; 2024Q4: 1,735 shares; 2025Q1: 2,225 shares; 2025Q2: 2,421 shares; 2025Q3: 2,426 shares; 2025Q4: 2,431 shares 2,431 $1.13M 0.17% +5 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: 41,437 shares; 2024Q4: 44,129 shares; 2025Q1: 43,996 shares; 2025Q2: 45,649 shares; 2025Q3: 44,108 shares; 2025Q4: 44,788 shares 44,788 $1.12M 0.17% +680 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: 3,507 shares; 2024Q4: 3,156 shares; 2025Q1: 3,068 shares; 2025Q2: 3,225 shares; 2025Q3: 3,226 shares; 2025Q4: 3,225 shares 3,225 $1.11M 0.16% -1 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: 2,087 shares; 2024Q4: 2,087 shares; 2025Q1: 2,027 shares; 2025Q2: 2,029 shares; 2025Q3: 2,021 shares; 2025Q4: 1,933 shares 1,933 $1.09M 0.16% -88 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: 5,438 shares; 2024Q4: 3,586 shares; 2025Q1: 2,960 shares; 2025Q2: 2,972 shares; 2025Q3: 2,331 shares; 2025Q4: 2,431 shares 2,431 $1.09M 0.16% +100 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: 15,992 shares; 2024Q4: 16,143 shares; 2025Q1: 16,301 shares; 2025Q2: 18,837 shares; 2025Q3: 19,622 shares; 2025Q4: 18,293 shares 18,293 $1.05M 0.16% -1,329 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: 8,830 shares; 2024Q4: 7,278 shares; 2025Q1: 7,746 shares; 2025Q2: 7,225 shares; 2025Q3: 7,198 shares; 2025Q4: 6,906 shares 6,906 $1.05M 0.16% -292 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: 3,753 shares; 2024Q4: 3,774 shares; 2025Q1: 3,774 shares; 2025Q2: 3,826 shares; 2025Q3: 3,826 shares; 2025Q4: 3,798 shares 3,798 $1.05M 0.15% -28 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: 11,912 shares; 2024Q4: 11,942 shares; 2025Q1: 11,853 shares; 2025Q2: 11,877 shares; 2025Q3: 11,859 shares; 2025Q4: 11,877 shares 11,877 $1.04M 0.15% +18 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: 2,888 shares; 2024Q4: 2,890 shares; 2025Q1: 3,071 shares; 2025Q2: 3,073 shares; 2025Q3: 3,138 shares; 2025Q4: 3,143 shares 3,143 $1.02M 0.15% +5 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: 1,235 shares; 2024Q4: 1,099 shares; 2025Q1: 1,528 shares; 2025Q2: 1,543 shares; 2025Q3: 1,511 shares; 2025Q4: 1,518 shares 1,518 $1M 0.15% +7 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: 4,773 shares; 2024Q4: 4,430 shares; 2025Q1: 4,698 shares; 2025Q2: 4,732 shares; 2025Q3: 4,868 shares; 2025Q4: 5,109 shares 5,109 $996K 0.15% +241 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: 20,157 shares; 2024Q4: 17,926 shares; 2025Q1: 18,831 shares; 2025Q2: 17,864 shares; 2025Q3: 17,825 shares; 2025Q4: 18,005 shares 18,005 $990K 0.15% +180 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: 3,403 shares; 2024Q4: 3,402 shares; 2025Q1: 3,402 shares; 2025Q2: 3,404 shares; 2025Q3: 3,404 shares; 2025Q4: 3,408 shares 3,408 $984K 0.15% +4 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,694 shares; 2024Q4: 16,599 shares; 2025Q1: 16,642 shares; 2025Q2: 26,917 shares; 2025Q3: 27,044 shares; 2025Q4: 27,161 shares 27,161 $951K 0.14% +117 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: 7,548 shares; 2024Q4: 8,249 shares; 2025Q1: 8,752 shares; 2025Q2: 10,445 shares; 2025Q3: 10,378 shares; 2025Q4: 9,958 shares 9,958 $932K 0.14% -420 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: 3,163 shares; 2024Q4: 2,695 shares; 2025Q1: 2,607 shares; 2025Q2: 2,664 shares; 2025Q3: 2,726 shares; 2025Q4: 2,657 shares 2,657 $932K 0.14% -69 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: 2,396 shares; 2024Q4: 3,357 shares; 2025Q1: 4,322 shares; 2025Q2: 3,326 shares; 2025Q3: 3,441 shares; 2025Q4: 3,760 shares 3,760 $926K 0.14% +319 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: 3,314 shares; 2024Q4: 1,332 shares; 2025Q1: 2,352 shares; 2025Q2: 2,356 shares; 2025Q3: 2,354 shares; 2025Q4: 2,354 shares 2,354 $916K 0.14% 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: 2,040 shares; 2024Q4: 2,019 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,009 shares; 2025Q4: 2,003 shares 2,003 $908K 0.13% -6 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: 1,933 shares; 2024Q4: 1,703 shares; 2025Q1: 1,719 shares; 2025Q2: 4,734 shares; 2025Q3: 2,298 shares; 2025Q4: 2,273 shares 2,273 $901K 0.13% -25 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,203 shares; 2024Q4: 7,167 shares; 2025Q1: 7,098 shares; 2025Q2: 7,131 shares; 2025Q3: 7,149 shares; 2025Q4: 7,157 shares 7,157 $897K 0.13% +8 Timeline JMEE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,895 shares 13,895 $895K 0.13% new Timeline SONO SONOS INC More: the full row for SONOS 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: 60,218 shares; 2025Q4: 50,218 shares 50,218 $882K 0.13% -10,000 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: 13,483 shares; 2024Q4: 13,777 shares; 2025Q1: 13,134 shares; 2025Q2: 12,543 shares; 2025Q3: 12,559 shares; 2025Q4: 12,573 shares 12,573 $879K 0.13% +14 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,428 shares; 2025Q4: 8,745 shares 8,745 $870K 0.13% +6,317 Timeline EQWL 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: 8,107 shares; 2024Q4: 8,144 shares; 2025Q1: 8,185 shares; 2025Q2: 7,276 shares; 2025Q3: 7,306 shares; 2025Q4: 7,338 shares 7,338 $867K 0.13% +32 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,155 shares; 2024Q4: 4,174 shares; 2025Q1: 4,110 shares; 2025Q2: 4,432 shares; 2025Q3: 4,396 shares; 2025Q4: 4,330 shares 4,330 $857K 0.13% -66 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,013 shares; 2024Q4: 5,013 shares; 2025Q1: 2,568 shares; 2025Q2: 2,629 shares; 2025Q3: 2,415 shares; 2025Q4: 2,417 shares 2,417 $854K 0.13% +2 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: 12,263 shares; 2024Q4: 11,472 shares; 2025Q1: 11,011 shares; 2025Q2: 11,275 shares; 2025Q3: 10,837 shares; 2025Q4: 10,628 shares 10,628 $819K 0.12% -209 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: 5,279 shares; 2024Q4: 7,409 shares; 2025Q1: 5,650 shares; 2025Q2: 6,850 shares; 2025Q3: 9,247 shares; 2025Q4: 11,324 shares 11,324 $809K 0.12% +2,077 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: 4,606 shares; 2024Q4: 3,474 shares; 2025Q1: 3,466 shares; 2025Q2: 3,474 shares; 2025Q3: 3,494 shares; 2025Q4: 3,502 shares 3,502 $802K 0.12% +8 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: 1,136 shares; 2024Q4: 1,099 shares; 2025Q1: 1,096 shares; 2025Q2: 1,173 shares; 2025Q3: 1,171 shares; 2025Q4: 1,172 shares 1,172 $766K 0.11% +1 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: 4,937 shares; 2024Q4: 3,499 shares; 2025Q1: 5,136 shares; 2025Q2: 4,745 shares; 2025Q3: 4,556 shares; 2025Q4: 4,447 shares 4,447 $761K 0.11% -109 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,740 shares; 2025Q1: 1,749 shares; 2025Q2: 1,988 shares; 2025Q3: 1,956 shares; 2025Q4: 1,742 shares 1,742 $735K 0.11% -214 Timeline FDX FEDEX CORP More: the full row for FEDEX 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: 1,204 shares; 2025Q2: 2,221 shares; 2025Q3: 2,533 shares; 2025Q4: 2,514 shares 2,514 $726K 0.11% -19 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: 4,215 shares; 2024Q4: 4,228 shares; 2025Q1: 5,048 shares; 2025Q2: 5,767 shares; 2025Q3: 5,455 shares; 2025Q4: 5,442 shares 5,442 $722K 0.11% -13 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: not reported; 2024Q4: 1,216 shares; 2025Q1: 1,184 shares; 2025Q2: 1,088 shares; 2025Q3: 1,116 shares; 2025Q4: 1,136 shares 1,136 $713K 0.11% +20 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,752 shares; 2024Q4: 4,752 shares; 2025Q1: 4,752 shares; 2025Q2: 4,763 shares; 2025Q3: 4,752 shares; 2025Q4: 4,752 shares 4,752 $665K 0.1% 0 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,145 shares; 2024Q4: 2,116 shares; 2025Q1: 2,121 shares; 2025Q2: 2,124 shares; 2025Q3: 2,299 shares; 2025Q4: 2,307 shares 2,307 $664K 0.1% +8 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,360 shares; 2024Q4: 3,532 shares; 2025Q1: 3,110 shares; 2025Q2: 3,183 shares; 2025Q3: 3,220 shares; 2025Q4: 3,238 shares 3,238 $664K 0.1% +18 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: 2,838 shares; 2024Q4: 2,965 shares; 2025Q1: 2,581 shares; 2025Q2: 2,588 shares; 2025Q3: 2,221 shares; 2025Q4: 2,164 shares 2,164 $662K 0.1% -57 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: 2,830 shares; 2025Q3: 7,136 shares; 2025Q4: 7,349 shares 7,349 $657K 0.1% +213 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: 5,333 shares; 2024Q4: 4,831 shares; 2025Q1: 4,837 shares; 2025Q2: 4,841 shares; 2025Q3: 4,555 shares; 2025Q4: 4,564 shares 4,564 $655K 0.1% +9 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: 414 shares; 2024Q4: 324 shares; 2025Q1: 685 shares; 2025Q2: 672 shares; 2025Q3: 691 shares; 2025Q4: 6,944 shares 6,944 $651K 0.1% +6,253 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 727 shares; 2024Q4: 727 shares; 2025Q1: 727 shares; 2025Q2: 727 shares; 2025Q3: 727 shares; 2025Q4: 2,183 shares 2,183 $627K 0.09% +1,456 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: 1,913 shares; 2024Q4: 1,921 shares; 2025Q1: 1,919 shares; 2025Q2: 1,926 shares; 2025Q3: 1,931 shares; 2025Q4: 1,931 shares 1,931 $626K 0.09% 0 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: 2,618 shares; 2024Q4: 2,135 shares; 2025Q1: 3,181 shares; 2025Q2: 2,812 shares; 2025Q3: 2,818 shares; 2025Q4: 2,820 shares 2,820 $612K 0.09% +2 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: 2,779 shares; 2024Q4: 2,770 shares; 2025Q1: 3,477 shares; 2025Q2: 3,498 shares; 2025Q3: 3,469 shares; 2025Q4: 3,431 shares 3,431 $609K 0.09% -38 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: 7,680 shares; 2024Q4: 7,930 shares; 2025Q1: 8,001 shares; 2025Q2: 8,011 shares; 2025Q3: 1,899 shares; 2025Q4: 1,858 shares 1,858 $608K 0.09% -41 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: 8,512 shares; 2024Q4: 8,357 shares; 2025Q1: 8,382 shares; 2025Q2: 6,030 shares; 2025Q3: 5,862 shares; 2025Q4: 8,058 shares 8,058 $608K 0.09% +2,196 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: 3,668 shares; 2024Q4: 1,879 shares; 2025Q1: 1,865 shares; 2025Q2: 1,871 shares; 2025Q3: 1,919 shares; 2025Q4: 1,869 shares 1,869 $596K 0.09% -50 Timeline FCF FIRST COMWLTH FINL CORP PA More: the full row for FIRST COMWLTH FINL CORP PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,868 shares; 2024Q4: 44,107 shares; 2025Q1: 33,369 shares; 2025Q2: 34,477 shares; 2025Q3: 34,578 shares; 2025Q4: 34,656 shares 34,656 $584K 0.09% +78 Timeline RRC RANGE RES CORP More: the full row for RANGE RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,526 shares; 2024Q4: 16,525 shares; 2025Q1: 16,525 shares; 2025Q2: 16,525 shares; 2025Q3: 16,525 shares; 2025Q4: 16,525 shares 16,525 $583K 0.09% 0 Timeline JSMD JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,022 shares 7,022 $573K 0.08% new Timeline IMCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,863 shares 6,863 $565K 0.08% new 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: 4,518 shares; 2024Q4: 4,624 shares; 2025Q1: 4,571 shares; 2025Q2: 4,651 shares; 2025Q3: 4,785 shares; 2025Q4: 4,840 shares 4,840 $551K 0.08% +55 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,057 shares; 2024Q4: 5,465 shares; 2025Q1: 5,129 shares; 2025Q2: 3,411 shares; 2025Q3: 4,040 shares; 2025Q4: 3,793 shares 3,793 $545K 0.08% -247 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: 6,244 shares; 2024Q4: 6,347 shares; 2025Q1: 5,948 shares; 2025Q2: 5,980 shares; 2025Q3: 5,678 shares; 2025Q4: 5,803 shares 5,803 $541K 0.08% +125 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: 9,479 shares; 2024Q4: 9,461 shares; 2025Q1: 9,210 shares; 2025Q2: 8,742 shares; 2025Q3: 8,271 shares; 2025Q4: 8,147 shares 8,147 $519K 0.08% -124 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,626 shares; 2025Q3: 7,362 shares; 2025Q4: 8,174 shares 8,174 $511K 0.08% +812 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,693 shares; 2024Q4: 2,255 shares; 2025Q1: 2,264 shares; 2025Q2: 2,277 shares; 2025Q3: 2,285 shares; 2025Q4: 2,286 shares 2,286 $476K 0.07% +1 Timeline TDW TIDEWATER INC NEW More: the full row for TIDEWATER INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,864 shares; 2025Q1: not reported; 2025Q2: 5,337 shares; 2025Q3: 7,761 shares; 2025Q4: 9,403 shares 9,403 $475K 0.07% +1,642 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: 4,661 shares; 2024Q4: 4,247 shares; 2025Q1: 4,215 shares; 2025Q2: 4,232 shares; 2025Q3: 4,214 shares; 2025Q4: 4,026 shares 4,026 $472K 0.07% -188 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: 2,573 shares; 2025Q1: not reported; 2025Q2: 2,416 shares; 2025Q3: 3,202 shares; 2025Q4: 3,230 shares 3,230 $463K 0.07% +28 Timeline ETHO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,734 shares; 2024Q4: 19,440 shares; 2025Q1: 19,772 shares; 2025Q2: 20,408 shares; 2025Q3: 21,516 shares; 2025Q4: 7,043 shares 7,043 $460K 0.07% -14,473 Timeline RSPE 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: not reported; 2025Q3: not reported; 2025Q4: 15,147 shares 15,147 $451K 0.07% new Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,514 shares; 2024Q4: 1,514 shares; 2025Q1: 2,014 shares; 2025Q2: 2,021 shares; 2025Q3: 2,068 shares; 2025Q4: 2,022 shares 2,022 $444K 0.07% -46 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: 5,106 shares; 2024Q4: 4,283 shares; 2025Q1: 4,741 shares; 2025Q2: 5,046 shares; 2025Q3: 5,048 shares; 2025Q4: 9,843 shares 9,843 $440K 0.07% +4,795 Timeline AMG AFFILIATED MANAGERS GROUP More: the full row for AFFILIATED MANAGERS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,903 shares; 2024Q4: 1,373 shares; 2025Q1: 1,310 shares; 2025Q2: 1,548 shares; 2025Q3: 1,510 shares; 2025Q4: 1,495 shares 1,495 $431K 0.06% -15 Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,150 shares; 2024Q4: 18,473 shares; 2025Q1: 18,473 shares; 2025Q2: 18,473 shares; 2025Q3: 18,473 shares; 2025Q4: 18,473 shares 18,473 $431K 0.06% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,473 shares 4,473 $431K 0.06% new 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: 19,186 shares; 2024Q4: 17,665 shares; 2025Q1: 13,738 shares; 2025Q2: 14,370 shares; 2025Q3: 14,382 shares; 2025Q4: 14,338 shares 14,338 $429K 0.06% -44 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: 3,144 shares; 2024Q4: 3,143 shares; 2025Q1: 3,143 shares; 2025Q2: 3,145 shares; 2025Q3: 3,145 shares; 2025Q4: 3,145 shares 3,145 $428K 0.06% 0 Timeline GNL GLOBAL NET LEASE INC More: the full row for GLOBAL NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,144 shares; 2024Q4: 58,321 shares; 2025Q1: 54,876 shares; 2025Q2: 52,977 shares; 2025Q3: 51,596 shares; 2025Q4: 49,656 shares 49,656 $427K 0.06% -1,940 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: 3,456 shares; 2024Q4: 3,456 shares; 2025Q1: 3,456 shares; 2025Q2: 3,456 shares; 2025Q3: 3,456 shares; 2025Q4: 3,456 shares 3,456 $426K 0.06% 0 Timeline JPUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,426 shares 3,426 $425K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,057 shares; 2025Q3: 2,057 shares; 2025Q4: 2,057 shares 2,057 $423K 0.06% 0 Timeline VUSB 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: 8,346 shares; 2024Q4: 8,346 shares; 2025Q1: 8,346 shares; 2025Q2: 8,346 shares; 2025Q3: 8,346 shares; 2025Q4: 8,346 shares 8,346 $416K 0.06% 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: 3,817 shares; 2024Q4: 3,678 shares; 2025Q1: 3,678 shares; 2025Q2: 3,678 shares; 2025Q3: 2,678 shares; 2025Q4: 2,678 shares 2,678 $415K 0.06% 0 Timeline MSTR STRATEGY INC More: the full row for STRATEGY 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: 2,032 shares; 2025Q3: 2,693 shares; 2025Q4: 2,732 shares 2,732 $415K 0.06% +39 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: 3,297 shares; 2024Q4: 2,132 shares; 2025Q1: 2,138 shares; 2025Q2: 2,149 shares; 2025Q3: 2,155 shares; 2025Q4: 2,113 shares 2,113 $412K 0.06% -42 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: 19,111 shares; 2024Q4: 8,725 shares; 2025Q1: 7,893 shares; 2025Q2: 7,798 shares; 2025Q3: 7,572 shares; 2025Q4: 7,612 shares 7,612 $411K 0.06% +40 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,198 shares; 2024Q4: 5,236 shares; 2025Q1: 5,026 shares; 2025Q2: 5,056 shares; 2025Q3: 5,086 shares; 2025Q4: 5,116 shares 5,116 $410K 0.06% +30 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: 7,650 shares; 2024Q4: 7,736 shares; 2025Q1: 7,516 shares; 2025Q2: 7,516 shares; 2025Q3: 7,463 shares; 2025Q4: 7,463 shares 7,463 $398K 0.06% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,983 shares; 2024Q4: 6,066 shares; 2025Q1: 6,003 shares; 2025Q2: 5,830 shares; 2025Q3: 5,831 shares; 2025Q4: 5,899 shares 5,899 $395K 0.06% +68 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,728 shares; 2025Q2: 7,364 shares; 2025Q3: 7,364 shares; 2025Q4: 7,364 shares 7,364 $393K 0.06% 0 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,366 shares; 2024Q4: 22,795 shares; 2025Q1: 22,739 shares; 2025Q2: 22,739 shares; 2025Q3: 22,390 shares; 2025Q4: 22,390 shares 22,390 $388K 0.06% 0 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: not reported; 2024Q4: not reported; 2025Q1: 4,646 shares; 2025Q2: 4,662 shares; 2025Q3: 4,655 shares; 2025Q4: 4,320 shares 4,320 $378K 0.06% -335 Timeline GWX 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: not reported; 2025Q3: not reported; 2025Q4: 9,156 shares 9,156 $374K 0.06% new 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: 2,103 shares; 2024Q4: 1,924 shares; 2025Q1: 1,919 shares; 2025Q2: 1,924 shares; 2025Q3: 1,520 shares; 2025Q4: 1,450 shares 1,450 $373K 0.06% -70 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: 934 shares; 2024Q4: 721 shares; 2025Q1: 611 shares; 2025Q2: 638 shares; 2025Q3: 543 shares; 2025Q4: 643 shares 643 $368K 0.05% +100 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,057 shares; 2024Q4: 1,041 shares; 2025Q1: 1,035 shares; 2025Q2: 1,038 shares; 2025Q3: 1,059 shares; 2025Q4: 1,033 shares 1,033 $362K 0.05% -26 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: 4,325 shares; 2024Q4: 4,371 shares; 2025Q1: 4,152 shares; 2025Q2: 4,243 shares; 2025Q3: 4,644 shares; 2025Q4: 4,565 shares 4,565 $360K 0.05% -79 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: 6,308 shares; 2024Q4: 6,375 shares; 2025Q1: 6,220 shares; 2025Q2: 6,755 shares; 2025Q3: 6,627 shares; 2025Q4: 6,652 shares 6,652 $358K 0.05% +25 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: 2,895 shares; 2024Q4: 2,840 shares; 2025Q1: 2,901 shares; 2025Q2: 2,945 shares; 2025Q3: 3,196 shares; 2025Q4: 3,156 shares 3,156 $356K 0.05% -40 Timeline CBU COMMUNITY FINANCIAL SYSTEM I More: the full row for COMMUNITY FINANCIAL SYSTEM I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,139 shares; 2024Q4: 6,274 shares; 2025Q1: 6,112 shares; 2025Q2: 6,122 shares; 2025Q3: 6,131 shares; 2025Q4: 6,140 shares 6,140 $353K 0.05% +9 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: 2,268 shares; 2024Q4: 2,275 shares; 2025Q1: 2,283 shares; 2025Q2: 4,290 shares; 2025Q3: 4,299 shares; 2025Q4: 4,315 shares 4,315 $341K 0.05% +16 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,906 shares; 2024Q4: 3,522 shares; 2025Q1: 2,261 shares; 2025Q2: 1,422 shares; 2025Q3: 1,092 shares; 2025Q4: 906 shares 906 $340K 0.05% -186 Timeline VEGN ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,184 shares; 2024Q4: 14,215 shares; 2025Q1: 15,388 shares; 2025Q2: 5,551 shares; 2025Q3: 5,552 shares; 2025Q4: 5,572 shares 5,572 $339K 0.05% +20 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,136 shares; 2024Q4: 4,139 shares; 2025Q1: 4,143 shares; 2025Q2: 4,155 shares; 2025Q3: 4,159 shares; 2025Q4: 4,161 shares 4,161 $334K 0.05% +2 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: 3,009 shares; 2024Q4: 2,965 shares; 2025Q1: 2,966 shares; 2025Q2: 2,971 shares; 2025Q3: 2,973 shares; 2025Q4: 2,978 shares 2,978 $334K 0.05% +5 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,923 shares; 2024Q4: 8,922 shares; 2025Q1: 8,236 shares; 2025Q2: 7,731 shares; 2025Q3: 7,514 shares; 2025Q4: 5,506 shares 5,506 $333K 0.05% -2,008 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,321 shares; 2024Q4: 7,323 shares; 2025Q1: 7,323 shares; 2025Q2: 7,327 shares; 2025Q3: 7,327 shares; 2025Q4: 6,082 shares 6,082 $326K 0.05% -1,245 Timeline LPX LOUISIANA PAC CORP More: the full row for LOUISIANA PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,023 shares; 2024Q4: 4,023 shares; 2025Q1: 4,023 shares; 2025Q2: 4,023 shares; 2025Q3: 4,029 shares; 2025Q4: 4,029 shares 4,029 $325K 0.05% 0 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,572 shares; 2025Q3: 2,572 shares; 2025Q4: 2,964 shares 2,964 $317K 0.05% +392 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 reported; 2024Q4: not reported; 2025Q1: 386 shares; 2025Q2: 388 shares; 2025Q3: 388 shares; 2025Q4: 387 shares 387 $317K 0.05% -1 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,594 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,948 shares 5,948 $316K 0.05% new 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: 3,152 shares; 2024Q4: 3,151 shares; 2025Q1: 3,151 shares; 2025Q2: 3,171 shares; 2025Q3: 3,171 shares; 2025Q4: 3,171 shares 3,171 $315K 0.05% 0 Timeline VAL VALARIS LTD More: the full row for VALARIS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,143 shares; 2024Q4: 8,864 shares; 2025Q1: 8,286 shares; 2025Q2: not reported; 2025Q3: 4,544 shares; 2025Q4: 6,243 shares 6,243 $315K 0.05% +1,699 Timeline DTD 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: 3,531 shares; 2024Q4: 3,550 shares; 2025Q1: 3,498 shares; 2025Q2: 3,518 shares; 2025Q3: 3,536 shares; 2025Q4: 3,556 shares 3,556 $302K 0.04% +20 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: not reported; 2024Q4: 5,212 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,143 shares; 2025Q4: 5,113 shares 5,113 $300K 0.04% -30 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,108 shares; 2024Q4: 8,252 shares; 2025Q1: 8,272 shares; 2025Q2: 8,329 shares; 2025Q3: 8,193 shares; 2025Q4: 8,241 shares 8,241 $299K 0.04% +48 Timeline IHS IHS HOLDING LIMITED More: the full row for IHS HOLDING LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,102 shares; 2025Q4: 39,381 shares 39,381 $294K 0.04% +18,279 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: 2,368 shares; 2024Q4: 2,407 shares; 2025Q1: 2,407 shares; 2025Q2: 2,410 shares; 2025Q3: 2,490 shares; 2025Q4: 2,275 shares 2,275 $294K 0.04% -215 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: 1,200 shares; 2024Q4: 950 shares; 2025Q1: not reported; 2025Q2: 950 shares; 2025Q3: 1,005 shares; 2025Q4: 2,010 shares 2,010 $289K 0.04% +1,005 Timeline MTUM 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: 1,153 shares; 2024Q4: 1,153 shares; 2025Q1: 1,153 shares; 2025Q2: 1,153 shares; 2025Q3: 1,153 shares; 2025Q4: 1,153 shares 1,153 $289K 0.04% 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: 1,405 shares; 2024Q4: 1,441 shares; 2025Q1: 1,456 shares; 2025Q2: 1,464 shares; 2025Q3: 1,469 shares; 2025Q4: 1,467 shares 1,467 $285K 0.04% -2 Timeline WSFS WSFS FINL CORP More: the full row for WSFS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,056 shares; 2024Q4: 5,068 shares; 2025Q1: 5,082 shares; 2025Q2: 5,098 shares; 2025Q3: 5,113 shares; 2025Q4: 5,129 shares 5,129 $283K 0.04% +16 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,237 shares; 2024Q4: 3,229 shares; 2025Q1: 3,192 shares; 2025Q2: 3,201 shares; 2025Q3: 3,204 shares; 2025Q4: 3,207 shares 3,207 $283K 0.04% +3 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: 3,827 shares; 2025Q4: 3,420 shares 3,420 $278K 0.04% -407 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: not reported; 2024Q4: not reported; 2025Q1: 2,097 shares; 2025Q2: 1,597 shares; 2025Q3: 1,597 shares; 2025Q4: 1,597 shares 1,597 $277K 0.04% 0 Timeline VYMI 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: 2,969 shares; 2024Q4: not reported; 2025Q1: 2,787 shares; 2025Q2: 2,826 shares; 2025Q3: 3,024 shares; 2025Q4: 3,056 shares 3,056 $275K 0.04% +32 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 201 shares; 2024Q4: 203 shares; 2025Q1: 201 shares; 2025Q2: 3,020 shares; 2025Q3: 3,020 shares; 2025Q4: 3,005 shares 3,005 $274K 0.04% -15 Timeline PDD PDD HOLDINGS INC More: the full row for PDD HOLDINGS 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: 2,031 shares; 2025Q3: 2,352 shares; 2025Q4: 2,412 shares 2,412 $273K 0.04% +60 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,935 shares 1,935 $273K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,273 shares 3,273 $271K 0.04% 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 306 shares; 2025Q3: 304 shares; 2025Q4: 306 shares 306 $270K 0.04% +2 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,398 shares; 2025Q2: 8,398 shares; 2025Q3: 8,398 shares; 2025Q4: 8,398 shares 8,398 $269K 0.04% 0 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,773 shares; 2024Q4: 7,623 shares; 2025Q1: 11,668 shares; 2025Q2: 11,630 shares; 2025Q3: 11,661 shares; 2025Q4: 11,489 shares 11,489 $269K 0.04% -172 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,945 shares; 2024Q4: 5,952 shares; 2025Q1: 5,962 shares; 2025Q2: 5,902 shares; 2025Q3: 5,967 shares; 2025Q4: 5,974 shares 5,974 $267K 0.04% +7 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: 12,171 shares; 2024Q4: 12,175 shares; 2025Q1: 7,882 shares; 2025Q2: 8,068 shares; 2025Q3: 6,723 shares; 2025Q4: 6,097 shares 6,097 $266K 0.04% -626 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,441 shares; 2024Q4: 1,441 shares; 2025Q1: 1,441 shares; 2025Q2: 1,441 shares; 2025Q3: 1,441 shares; 2025Q4: 1,441 shares 1,441 $266K 0.04% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,194 shares; 2025Q3: 1,161 shares; 2025Q4: 1,088 shares 1,088 $264K 0.04% -73 Timeline DBO INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,988 shares; 2024Q4: 14,017 shares; 2025Q1: 14,017 shares; 2025Q2: 19,478 shares; 2025Q3: 21,134 shares; 2025Q4: 21,598 shares 21,598 $264K 0.04% +464 Timeline SEPW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,138 shares; 2024Q4: 9,138 shares; 2025Q1: 9,138 shares; 2025Q2: 9,138 shares; 2025Q3: 9,008 shares; 2025Q4: 8,208 shares 8,208 $262K 0.04% -800 Timeline IYW 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: 1,889 shares; 2024Q4: 1,300 shares; 2025Q1: not reported; 2025Q2: 1,300 shares; 2025Q3: 1,310 shares; 2025Q4: 1,310 shares 1,310 $262K 0.04% 0 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 483 shares; 2024Q4: 494 shares; 2025Q1: 451 shares; 2025Q2: 412 shares; 2025Q3: 446 shares; 2025Q4: 431 shares 431 $261K 0.04% -15 Timeline URTY PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,245 shares; 2025Q2: 8,745 shares; 2025Q3: 5,109 shares; 2025Q4: 4,849 shares 4,849 $258K 0.04% -260 Timeline INSM INSMED INC More: the full row for INSMED 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: 1,479 shares; 2025Q4: 1,481 shares 1,481 $258K 0.04% +2 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: 9,213 shares; 2024Q4: not reported; 2025Q1: 10,032 shares; 2025Q2: not reported; 2025Q3: 7,415 shares; 2025Q4: 6,898 shares 6,898 $255K 0.04% -517 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,427 shares; 2024Q4: 2,426 shares; 2025Q1: 2,419 shares; 2025Q2: 2,419 shares; 2025Q3: 2,419 shares; 2025Q4: 1,442 shares 1,442 $254K 0.04% -977 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 889 shares 889 $254K 0.04% new Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,209 shares; 2024Q4: 2,490 shares; 2025Q1: 2,450 shares; 2025Q2: 2,817 shares; 2025Q3: 2,629 shares; 2025Q4: 2,852 shares 2,852 $252K 0.04% +223 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,324 shares; 2025Q2: 1,026 shares; 2025Q3: 1,026 shares; 2025Q4: 1,018 shares 1,018 $252K 0.04% -8 Timeline MOG-B MOOG INC More: the full row for MOOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $248K 0.04% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,644 shares; 2025Q4: 3,688 shares 3,688 $248K 0.04% +44 Timeline IYE 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: 12,397 shares; 2024Q4: 12,402 shares; 2025Q1: 10,097 shares; 2025Q2: 10,103 shares; 2025Q3: 9,882 shares; 2025Q4: 5,203 shares 5,203 $247K 0.04% -4,679 Timeline DVY 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: 1,892 shares; 2024Q4: 1,718 shares; 2025Q1: 1,722 shares; 2025Q2: 1,726 shares; 2025Q3: 1,731 shares; 2025Q4: 1,737 shares 1,737 $245K 0.04% +6 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: 1,387 shares; 2024Q4: 1,272 shares; 2025Q1: 1,148 shares; 2025Q2: 1,115 shares; 2025Q3: 1,137 shares; 2025Q4: 912 shares 912 $245K 0.04% -225 Timeline MOG-A MOOG INC More: the full row for MOOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $244K 0.04% 0 Timeline ACIC AMERICAN COASTAL INS CORP More: the full row for AMERICAN COASTAL INS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,283 shares; 2024Q4: 23,892 shares; 2025Q1: 17,660 shares; 2025Q2: 18,243 shares; 2025Q3: 18,029 shares; 2025Q4: 19,166 shares 19,166 $242K 0.04% +1,137 Timeline STBA S & T BANCORP INC More: the full row for S & T BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,208 shares; 2024Q4: 6,099 shares; 2025Q1: 6,111 shares; 2025Q2: 6,125 shares; 2025Q3: 6,137 shares; 2025Q4: 6,150 shares 6,150 $242K 0.04% +13 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 307 shares; 2024Q4: 198 shares; 2025Q1: 119 shares; 2025Q2: 86 shares; 2025Q3: 86 shares; 2025Q4: 120 shares 120 $242K 0.04% +34 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 822 shares; 2025Q3: 822 shares; 2025Q4: 822 shares 822 $241K 0.04% 0 Timeline NWBI NORTHWEST BANCSHARES INC More: the full row for NORTHWEST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,374 shares; 2024Q4: 17,765 shares; 2025Q1: 19,513 shares; 2025Q2: 19,455 shares; 2025Q3: 19,795 shares; 2025Q4: 20,063 shares 20,063 $241K 0.04% +268 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: 2,929 shares 2,929 $239K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: 12,687 shares; 2025Q2: 8,686 shares; 2025Q3: 8,566 shares; 2025Q4: 8,599 shares 8,599 $236K 0.03% +33 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,986 shares; 2024Q4: 6,069 shares; 2025Q1: 6,173 shares; 2025Q2: 5,863 shares; 2025Q3: 5,801 shares; 2025Q4: 5,877 shares 5,877 $236K 0.03% +76 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: 3,365 shares; 2024Q4: not reported; 2025Q1: 3,523 shares; 2025Q2: 3,244 shares; 2025Q3: 3,048 shares; 2025Q4: 3,280 shares 3,280 $235K 0.03% +232 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: 1,029 shares; 2024Q4: 1,009 shares; 2025Q1: 978 shares; 2025Q2: 880 shares; 2025Q3: 697 shares; 2025Q4: 705 shares 705 $233K 0.03% +8 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,083 shares 1,083 $232K 0.03% new Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 764 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 724 shares 724 $232K 0.03% new Timeline SOXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,496 shares 5,496 $231K 0.03% new Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,813 shares; 2025Q1: not reported; 2025Q2: 5,306 shares; 2025Q3: 5,249 shares; 2025Q4: 5,271 shares 5,271 $230K 0.03% +22 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,288 shares; 2025Q1: not reported; 2025Q2: 2,368 shares; 2025Q3: 2,361 shares; 2025Q4: 2,364 shares 2,364 $230K 0.03% +3 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,640 shares; 2024Q4: 6,640 shares; 2025Q1: 6,209 shares; 2025Q2: 5,210 shares; 2025Q3: 4,678 shares; 2025Q4: 4,904 shares 4,904 $228K 0.03% +226 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: 2,446 shares; 2024Q4: 2,409 shares; 2025Q1: 2,391 shares; 2025Q2: 2,396 shares; 2025Q3: not reported; 2025Q4: 2,293 shares 2,293 $228K 0.03% new Timeline AUGW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,879 shares; 2024Q4: 9,878 shares; 2025Q1: 9,878 shares; 2025Q2: 6,950 shares; 2025Q3: 6,950 shares; 2025Q4: 6,950 shares 6,950 $226K 0.03% 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: 15,972 shares; 2024Q4: 13,865 shares; 2025Q1: 6,420 shares; 2025Q2: not reported; 2025Q3: 6,471 shares; 2025Q4: 6,480 shares 6,480 $225K 0.03% +9 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,408 shares 1,408 $221K 0.03% new Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL 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: 797 shares 797 $220K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,616 shares; 2025Q4: 4,635 shares 4,635 $217K 0.03% +19 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 740 shares; 2025Q4: 742 shares 742 $215K 0.03% +2 Timeline ANNX ANNEXON INC More: the full row for ANNEXON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,200 shares; 2024Q4: 25,200 shares; 2025Q1: 25,200 shares; 2025Q2: 42,900 shares; 2025Q3: 42,900 shares; 2025Q4: 42,900 shares 42,900 $215K 0.03% 0 Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,154 shares; 2025Q4: 1,154 shares 1,154 $214K 0.03% 0 Timeline ICUI ICU MED INC More: the full row for ICU MED 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: 1,500 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,500 shares 1,500 $214K 0.03% new Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 547 shares; 2025Q4: 548 shares 548 $212K 0.03% +1 Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,743 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,533 shares 5,533 $212K 0.03% new Timeline IMPP IMPERIAL PETE INC More: the full row for IMPERIAL PETE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155,994 shares; 2024Q4: 77,788 shares; 2025Q1: 55,206 shares; 2025Q2: 78,539 shares; 2025Q3: 83,653 shares; 2025Q4: 58,052 shares 58,052 $210K 0.03% -25,601 Timeline FLYW FLYWIRE CORPORATION More: the full row for FLYWIRE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,880 shares; 2025Q4: 14,767 shares 14,767 $209K 0.03% +3,887 Timeline WAB WABTEC More: the full row for WABTEC 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: 978 shares; 2025Q3: not reported; 2025Q4: 977 shares 977 $209K 0.03% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,215 shares 1,215 $208K 0.03% new Timeline XME 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,000 shares 2,000 $207K 0.03% new Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,072 shares 2,072 $207K 0.03% new Timeline WH WYNDHAM HOTELS & RESORTS INC More: the full row for WYNDHAM HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,756 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,718 shares 2,718 $205K 0.03% new Timeline DECW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,894 shares 5,894 $200K 0.03% new Timeline NOMD NOMAD FOODS LTD More: the full row for NOMAD FOODS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,925 shares; 2024Q4: 13,253 shares; 2025Q1: 12,544 shares; 2025Q2: 13,541 shares; 2025Q3: 13,252 shares; 2025Q4: 15,699 shares 15,699 $196K 0.03% +2,447 Timeline PAX PATRIA INVESTMENTS LIMITED More: the full row for PATRIA INVESTMENTS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,237 shares; 2024Q4: 13,141 shares; 2025Q1: 12,701 shares; 2025Q2: 12,546 shares; 2025Q3: 12,347 shares; 2025Q4: 12,316 shares 12,316 $196K 0.03% -31 Timeline ASPI ASP ISOTOPES INC More: the full row for ASP ISOTOPES 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: 33,891 shares; 2025Q3: 33,498 shares; 2025Q4: 34,473 shares 34,473 $184K 0.03% +975 Timeline INN SUMMIT HOTEL PPTYS More: the full row for SUMMIT HOTEL PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 245,627 shares; 2024Q4: 211,426 shares; 2025Q1: 203,169 shares; 2025Q2: 199,592 shares; 2025Q3: 158,798 shares; 2025Q4: 32,913 shares 32,913 $160K 0.02% -125,885 Timeline TSHA TAYSHA GENE THERAPIES INC More: the full row for TAYSHA GENE THERAPIES 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: 15,000 shares; 2025Q4: 26,350 shares 26,350 $145K 0.02% +11,350 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: 10,195 shares; 2024Q4: 10,210 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,032 shares; 2025Q4: 10,351 shares 10,351 $136K 0.02% +319 Timeline BUR BURFORD CAPITAL LIMITED More: the full row for BURFORD CAPITAL LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,402 shares; 2024Q4: 12,683 shares; 2025Q1: 12,560 shares; 2025Q2: 12,560 shares; 2025Q3: 12,560 shares; 2025Q4: 14,787 shares 14,787 $132K 0.02% +2,227 Timeline NAK NORTHERN DYNASTY MINERALS LT More: the full row for NORTHERN DYNASTY MINERALS LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 52,100 shares; 2025Q1: 52,100 shares; 2025Q2: 52,100 shares; 2025Q3: 52,100 shares; 2025Q4: 52,100 shares 52,100 $103K 0.02% 0 Timeline PGEN PRECIGEN INC More: the full row for PRECIGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 54,130 shares; 2025Q1: 54,130 shares; 2025Q2: 54,130 shares; 2025Q3: 17,065 shares; 2025Q4: 17,065 shares 17,065 $71.3K 0.01% 0 Timeline LCTX LINEAGE CELL THERAPEUTICS IN More: the full row for LINEAGE CELL THERAPEUTICS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,000 shares; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares 20,000 $33.4K <0.01% 0 Timeline MVIS MICROVISION INC DEL More: the full row for MICROVISION INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,859 shares; 2024Q4: 12,729 shares; 2025Q1: 12,729 shares; 2025Q2: 12,729 shares; 2025Q3: 12,729 shares; 2025Q4: 12,729 shares 12,729 $10.5K <0.01% 0 Timeline