EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 726,829 shares; 2024Q4: 736,968 shares; 2025Q1: 100 shares; 2025Q2: 1,045 shares; 2025Q3: 788,652 shares; 2025Q4: 788,652 shares 788,652 $75.7M 14.35% 0 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,051 shares; 2024Q4: 94,356 shares; 2025Q1: 100,298 shares; 2025Q2: 104,950 shares; 2025Q3: 105,510 shares; 2025Q4: 107,374 shares 107,374 $36M 6.82% +1,864 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: 250,722 shares; 2024Q4: 272,618 shares; 2025Q1: 274,772 shares; 2025Q2: 310,248 shares; 2025Q3: 310,736 shares; 2025Q4: 315,340 shares 315,340 $23.8M 4.51% +4,604 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: 38,739 shares; 2024Q4: 56,381 shares; 2025Q1: 39,768 shares; 2025Q2: 46,327 shares; 2025Q3: 69,267 shares; 2025Q4: 77,260 shares 77,260 $14.4M 2.73% +7,993 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: 50,226 shares; 2024Q4: 49,967 shares; 2025Q1: 8,473 shares; 2025Q2: 8,473 shares; 2025Q3: 54,807 shares; 2025Q4: 54,807 shares 54,807 $13.5M 2.56% 0 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: 36,704 shares; 2024Q4: 35,026 shares; 2025Q1: 33,610 shares; 2025Q2: 33,814 shares; 2025Q3: 40,978 shares; 2025Q4: 45,773 shares 45,773 $12.4M 2.36% +4,795 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: 24,924 shares; 2024Q4: 21,316 shares; 2025Q1: 20,601 shares; 2025Q2: 22,418 shares; 2025Q3: 22,846 shares; 2025Q4: 25,422 shares 25,422 $12.3M 2.33% +2,576 Timeline ACWI 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: 79,150 shares; 2024Q4: 79,864 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 83,076 shares; 2025Q4: 83,076 shares 83,076 $11.8M 2.23% 0 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: 30,055 shares; 2024Q4: 30,172 shares; 2025Q1: 19,687 shares; 2025Q2: 21,663 shares; 2025Q3: 34,284 shares; 2025Q4: 35,670 shares 35,670 $11.2M 2.12% +1,386 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: 39,585 shares; 2024Q4: 39,116 shares; 2025Q1: 27,738 shares; 2025Q2: 29,805 shares; 2025Q3: 41,244 shares; 2025Q4: 42,873 shares 42,873 $9.9M 1.88% +1,629 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: 9,326 shares; 2024Q4: 9,164 shares; 2025Q1: 7,291 shares; 2025Q2: 7,651 shares; 2025Q3: 10,363 shares; 2025Q4: 10,875 shares 10,875 $7.18M 1.36% +512 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: 14,646 shares; 2024Q4: 14,369 shares; 2025Q1: 13,952 shares; 2025Q2: 14,750 shares; 2025Q3: 15,852 shares; 2025Q4: 19,291 shares 19,291 $6.22M 1.18% +3,439 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: 11,633 shares; 2024Q4: 11,787 shares; 2025Q1: 11,369 shares; 2025Q2: 12,120 shares; 2025Q3: 14,395 shares; 2025Q4: 15,659 shares 15,659 $4.91M 0.93% +1,264 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: 68,675 shares; 2024Q4: 67,343 shares; 2025Q1: 69,343 shares; 2025Q2: 72,030 shares; 2025Q3: 72,015 shares; 2025Q4: 72,015 shares 72,015 $4.5M 0.85% 0 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: 8,248 shares; 2024Q4: 8,375 shares; 2025Q1: 956 shares; 2025Q2: 1,581 shares; 2025Q3: 8,938 shares; 2025Q4: 9,862 shares 9,862 $4.43M 0.84% +924 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: 14,175 shares; 2024Q4: 14,751 shares; 2025Q1: 14,676 shares; 2025Q2: 15,160 shares; 2025Q3: 17,080 shares; 2025Q4: 19,465 shares 19,465 $4.03M 0.76% +2,385 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: 8,065 shares; 2024Q4: 7,995 shares; 2025Q1: 7,734 shares; 2025Q2: 8,511 shares; 2025Q3: 8,252 shares; 2025Q4: 11,598 shares 11,598 $4.01M 0.76% +3,346 Timeline OS ONESTREAM INC More: the full row for ONESTREAM 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: 24,969 shares; 2025Q3: 205,525 shares; 2025Q4: 206,284 shares 206,284 $3.79M 0.72% +759 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: 4,278 shares; 2024Q4: 4,279 shares; 2025Q1: 4,282 shares; 2025Q2: 4,418 shares; 2025Q3: 4,020 shares; 2025Q4: 4,181 shares 4,181 $3.68M 0.7% +161 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: 7,432 shares; 2024Q4: 7,860 shares; 2025Q1: 8,742 shares; 2025Q2: 8,841 shares; 2025Q3: 10,314 shares; 2025Q4: 13,649 shares 13,649 $3.52M 0.67% +3,335 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,705 shares; 2024Q4: 25,555 shares; 2025Q1: 11,841 shares; 2025Q2: 12,022 shares; 2025Q3: 26,977 shares; 2025Q4: 27,153 shares 27,153 $3.17M 0.6% +176 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,651 shares; 2024Q4: 16,303 shares; 2025Q1: 14,340 shares; 2025Q2: 13,953 shares; 2025Q3: 13,627 shares; 2025Q4: 13,621 shares 13,621 $3.1M 0.59% -6 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: 6,570 shares; 2024Q4: 6,662 shares; 2025Q1: 4,317 shares; 2025Q2: 5,101 shares; 2025Q3: 8,204 shares; 2025Q4: 8,396 shares 8,396 $2.94M 0.56% +192 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,992 shares; 2024Q4: 25,092 shares; 2025Q1: 27,626 shares; 2025Q2: 30,384 shares; 2025Q3: 30,406 shares; 2025Q4: 30,375 shares 30,375 $2.89M 0.55% -31 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: 4,347 shares; 2024Q4: 4,334 shares; 2025Q1: 4,332 shares; 2025Q2: 4,242 shares; 2025Q3: 4,063 shares; 2025Q4: 4,063 shares 4,063 $2.78M 0.53% 0 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,860 shares; 2024Q4: 52,167 shares; 2025Q1: 49,617 shares; 2025Q2: 48,367 shares; 2025Q3: 49,586 shares; 2025Q4: 50,836 shares 50,836 $2.73M 0.52% +1,250 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: 38,074 shares; 2024Q4: 36,829 shares; 2025Q1: 13,804 shares; 2025Q2: 14,052 shares; 2025Q3: 28,337 shares; 2025Q4: 28,708 shares 28,708 $2.68M 0.51% +371 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,522 shares; 2024Q4: 17,498 shares; 2025Q1: 17,481 shares; 2025Q2: 17,717 shares; 2025Q3: 17,717 shares; 2025Q4: 17,518 shares 17,518 $2.61M 0.49% -199 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,568 shares; 2024Q4: 5,665 shares; 2025Q1: 5,684 shares; 2025Q2: 6,136 shares; 2025Q3: 6,988 shares; 2025Q4: 7,842 shares 7,842 $2.57M 0.49% +854 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: 7,880 shares; 2024Q4: 7,880 shares; 2025Q1: 7,824 shares; 2025Q2: 7,890 shares; 2025Q3: 7,500 shares; 2025Q4: 8,284 shares 8,284 $2.55M 0.48% +784 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,391 shares; 2024Q4: 24,467 shares; 2025Q1: 16,264 shares; 2025Q2: 16,770 shares; 2025Q3: 25,155 shares; 2025Q4: 25,483 shares 25,483 $2.55M 0.48% +328 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,591 shares; 2024Q4: 30,083 shares; 2025Q1: 20,518 shares; 2025Q2: 20,778 shares; 2025Q3: 29,727 shares; 2025Q4: 29,701 shares 29,701 $2.43M 0.46% -26 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: 16,573 shares; 2024Q4: 18,219 shares; 2025Q1: 16,522 shares; 2025Q2: 17,211 shares; 2025Q3: 16,792 shares; 2025Q4: 16,913 shares 16,913 $2.39M 0.45% +121 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: 4,403 shares; 2024Q4: 4,372 shares; 2025Q1: 3,848 shares; 2025Q2: 4,528 shares; 2025Q3: 4,595 shares; 2025Q4: 4,681 shares 4,681 $2.35M 0.45% +86 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,696 shares; 2024Q4: 18,346 shares; 2025Q1: 744 shares; 2025Q2: 787 shares; 2025Q3: 14,399 shares; 2025Q4: 14,368 shares 14,368 $2.31M 0.44% -31 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: 9,899 shares; 2024Q4: 10,135 shares; 2025Q1: 6,397 shares; 2025Q2: 7,163 shares; 2025Q3: 11,638 shares; 2025Q4: 11,859 shares 11,859 $2.31M 0.44% +221 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: 4,229 shares; 2024Q4: 4,080 shares; 2025Q1: 2,387 shares; 2025Q2: 2,343 shares; 2025Q3: 3,178 shares; 2025Q4: 24,338 shares 24,338 $2.28M 0.43% +21,160 Timeline HRTG HERITAGE INSURANCE HLDGS INC More: the full row for HERITAGE INSURANCE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,000 shares; 2025Q2: 12,500 shares; 2025Q3: 76,798 shares; 2025Q4: 76,871 shares 76,871 $2.25M 0.43% +73 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: 39,447 shares; 2024Q4: 36,912 shares; 2025Q1: 34,275 shares; 2025Q2: 31,351 shares; 2025Q3: 30,191 shares; 2025Q4: 40,216 shares 40,216 $2.21M 0.42% +10,025 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,041 shares; 2024Q4: 6,857 shares; 2025Q1: 6,651 shares; 2025Q2: 6,997 shares; 2025Q3: 6,921 shares; 2025Q4: 6,796 shares 6,796 $2.11M 0.4% -125 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: 9,070 shares; 2024Q4: 9,349 shares; 2025Q1: 9,888 shares; 2025Q2: 9,958 shares; 2025Q3: 10,162 shares; 2025Q4: 13,778 shares 13,778 $2.1M 0.4% +3,616 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,395 shares; 2024Q4: 13,399 shares; 2025Q1: 7,092 shares; 2025Q2: 7,132 shares; 2025Q3: 12,291 shares; 2025Q4: 12,258 shares 12,258 $1.99M 0.38% -33 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,367 shares; 2024Q4: 3,367 shares; 2025Q1: 3,381 shares; 2025Q2: 3,393 shares; 2025Q3: 3,121 shares; 2025Q4: 3,121 shares 3,121 $1.96M 0.37% 0 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,540 shares; 2024Q4: 2,613 shares; 2025Q1: 2,601 shares; 2025Q2: 2,803 shares; 2025Q3: 4,143 shares; 2025Q4: 5,608 shares 5,608 $1.93M 0.37% +1,465 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,328 shares; 2024Q4: 23,620 shares; 2025Q1: 24,614 shares; 2025Q2: 30,465 shares; 2025Q3: 31,318 shares; 2025Q4: 33,094 shares 33,094 $1.9M 0.36% +1,776 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,206 shares; 2024Q4: 11,376 shares; 2025Q1: 1,164 shares; 2025Q2: 1,545 shares; 2025Q3: 7,629 shares; 2025Q4: 7,700 shares 7,700 $1.87M 0.35% +71 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,552 shares; 2024Q4: 6,578 shares; 2025Q1: 6,578 shares; 2025Q2: 6,562 shares; 2025Q3: 6,566 shares; 2025Q4: 6,512 shares 6,512 $1.84M 0.35% -54 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,897 shares; 2024Q4: 6,858 shares; 2025Q1: 6,910 shares; 2025Q2: 6,908 shares; 2025Q3: 7,471 shares; 2025Q4: 10,247 shares 10,247 $1.78M 0.34% +2,776 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: 9,294 shares; 2024Q4: 9,191 shares; 2025Q1: 9,277 shares; 2025Q2: 10,071 shares; 2025Q3: 9,701 shares; 2025Q4: 14,718 shares 14,718 $1.77M 0.34% +5,017 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: 15,584 shares; 2024Q4: 16,224 shares; 2025Q1: 16,249 shares; 2025Q2: 17,359 shares; 2025Q3: 22,124 shares; 2025Q4: 22,869 shares 22,869 $1.76M 0.33% +745 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: 887 shares; 2024Q4: 887 shares; 2025Q1: not reported; 2025Q2: 2 shares; 2025Q3: 858 shares; 2025Q4: 858 shares 858 $1.73M 0.33% 0 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: 2,121 shares; 2024Q4: 2,131 shares; 2025Q1: 2,111 shares; 2025Q2: 2,248 shares; 2025Q3: 2,933 shares; 2025Q4: 2,999 shares 2,999 $1.71M 0.32% +66 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: 2,651 shares; 2024Q4: 2,830 shares; 2025Q1: 2,797 shares; 2025Q2: 3,092 shares; 2025Q3: 4,127 shares; 2025Q4: 5,515 shares 5,515 $1.69M 0.32% +1,388 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,763 shares; 2024Q4: 1,846 shares; 2025Q1: 1,809 shares; 2025Q2: 2,518 shares; 2025Q3: 5,804 shares; 2025Q4: 6,216 shares 6,216 $1.65M 0.31% +412 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,304 shares; 2024Q4: 7,304 shares; 2025Q1: 7,304 shares; 2025Q2: 7,341 shares; 2025Q3: 22,370 shares; 2025Q4: 22,312 shares 22,312 $1.64M 0.31% -58 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 728 shares; 2024Q4: 1,707 shares; 2025Q1: 683 shares; 2025Q2: 720 shares; 2025Q3: 799 shares; 2025Q4: 758 shares 758 $1.63M 0.31% -41 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: 7,033 shares; 2024Q4: 7,344 shares; 2025Q1: 2,518 shares; 2025Q2: 2,656 shares; 2025Q3: 5,206 shares; 2025Q4: 7,298 shares 7,298 $1.56M 0.3% +2,092 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,947 shares; 2024Q4: 20,947 shares; 2025Q1: 20,947 shares; 2025Q2: 21,131 shares; 2025Q3: 20,947 shares; 2025Q4: 21,181 shares 21,181 $1.56M 0.29% +234 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,367 shares; 2024Q4: 124,042 shares; 2025Q1: 72,841 shares; 2025Q2: 76,865 shares; 2025Q3: 84,544 shares; 2025Q4: 53,777 shares 53,777 $1.55M 0.29% -30,767 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: 903 shares; 2024Q4: 986 shares; 2025Q1: 1,006 shares; 2025Q2: 1,138 shares; 2025Q3: 1,163 shares; 2025Q4: 1,440 shares 1,440 $1.55M 0.29% +277 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,260 shares; 2024Q4: 7,227 shares; 2025Q1: 7,309 shares; 2025Q2: 7,855 shares; 2025Q3: 9,004 shares; 2025Q4: 10,562 shares 10,562 $1.51M 0.29% +1,558 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,031 shares; 2024Q4: 2,905 shares; 2025Q1: not reported; 2025Q2: 18 shares; 2025Q3: 2,655 shares; 2025Q4: 2,654 shares 2,654 $1.51M 0.29% -1 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,915 shares; 2024Q4: 3,113 shares; 2025Q1: 623 shares; 2025Q2: 5,132 shares; 2025Q3: 10,634 shares; 2025Q4: 11,033 shares 11,033 $1.5M 0.28% +399 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,504 shares; 2024Q4: 11,439 shares; 2025Q1: 11,358 shares; 2025Q2: 11,624 shares; 2025Q3: 11,615 shares; 2025Q4: 15,265 shares 15,265 $1.47M 0.28% +3,650 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: 9,968 shares; 2024Q4: 11,632 shares; 2025Q1: 11,631 shares; 2025Q2: 12,317 shares; 2025Q3: 14,761 shares; 2025Q4: 15,300 shares 15,300 $1.43M 0.27% +539 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 735 shares; 2024Q4: 718 shares; 2025Q1: 714 shares; 2025Q2: 1,083 shares; 2025Q3: 2,700 shares; 2025Q4: 3,171 shares 3,171 $1.41M 0.27% +471 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,305 shares; 2024Q4: 4,545 shares; 2025Q1: 4,406 shares; 2025Q2: 4,930 shares; 2025Q3: 6,115 shares; 2025Q4: 6,094 shares 6,094 $1.39M 0.26% -21 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,860 shares; 2024Q4: 7,884 shares; 2025Q1: 588 shares; 2025Q2: 681 shares; 2025Q3: 8,587 shares; 2025Q4: 8,567 shares 8,567 $1.38M 0.26% -20 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,518 shares; 2024Q4: 21,518 shares; 2025Q1: 24,051 shares; 2025Q2: 29,294 shares; 2025Q3: 29,294 shares; 2025Q4: 29,619 shares 29,619 $1.36M 0.26% +325 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 257 shares; 2025Q1: 255 shares; 2025Q2: 310 shares; 2025Q3: 949 shares; 2025Q4: 1,258 shares 1,258 $1.35M 0.26% +309 Timeline SEE SEALED AIR CORP NEW More: the full row for SEALED AIR CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,765 shares; 2024Q4: 21,765 shares; 2025Q1: not reported; 2025Q2: 19 shares; 2025Q3: 32,328 shares; 2025Q4: 32,328 shares 32,328 $1.34M 0.25% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,741 shares; 2024Q4: 59,240 shares; 2025Q1: 65,087 shares; 2025Q2: 66,512 shares; 2025Q3: 65,143 shares; 2025Q4: 52,646 shares 52,646 $1.31M 0.25% -12,497 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: 3,616 shares; 2024Q4: 3,571 shares; 2025Q1: 3,580 shares; 2025Q2: 3,617 shares; 2025Q3: 5,105 shares; 2025Q4: 5,054 shares 5,054 $1.3M 0.25% -51 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: 1,854 shares; 2024Q4: 10,238 shares; 2025Q1: 1,862 shares; 2025Q2: 1,867 shares; 2025Q3: 1,871 shares; 2025Q4: 9,227 shares 9,227 $1.3M 0.25% +7,356 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,414 shares; 2024Q4: 27,518 shares; 2025Q1: 32,262 shares; 2025Q2: 33,025 shares; 2025Q3: 35,220 shares; 2025Q4: 35,361 shares 35,361 $1.29M 0.24% +141 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,469 shares; 2024Q4: 16,569 shares; 2025Q1: 22,244 shares; 2025Q2: 29,744 shares; 2025Q3: 29,744 shares; 2025Q4: 29,744 shares 29,744 $1.28M 0.24% 0 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,531 shares; 2024Q4: 12,531 shares; 2025Q1: 12,531 shares; 2025Q2: 12,574 shares; 2025Q3: 12,800 shares; 2025Q4: 14,454 shares 14,454 $1.26M 0.24% +1,654 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,961 shares; 2024Q4: 21,987 shares; 2025Q1: 465 shares; 2025Q2: 731 shares; 2025Q3: 14,905 shares; 2025Q4: 15,043 shares 15,043 $1.22M 0.23% +138 Timeline BND 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: 18,146 shares; 2024Q4: 26,393 shares; 2025Q1: 18,684 shares; 2025Q2: 16,383 shares; 2025Q3: 16,470 shares; 2025Q4: 16,418 shares 16,418 $1.22M 0.23% -52 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,089 shares; 2024Q4: 10,089 shares; 2025Q1: 134 shares; 2025Q2: 383 shares; 2025Q3: 14,109 shares; 2025Q4: 14,195 shares 14,195 $1.21M 0.23% +86 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: 6,504 shares; 2024Q4: 6,204 shares; 2025Q1: 5,724 shares; 2025Q2: 5,755 shares; 2025Q3: 5,801 shares; 2025Q4: 5,797 shares 5,797 $1.21M 0.23% -4 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,355 shares; 2024Q4: 1,337 shares; 2025Q1: 1,367 shares; 2025Q2: 1,437 shares; 2025Q3: 2,235 shares; 2025Q4: 3,600 shares 3,600 $1.21M 0.23% +1,365 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: 5,218 shares; 2024Q4: 5,516 shares; 2025Q1: 5,767 shares; 2025Q2: 5,917 shares; 2025Q3: 7,353 shares; 2025Q4: 10,473 shares 10,473 $1.2M 0.23% +3,120 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: 6,533 shares; 2024Q4: 6,940 shares; 2025Q1: 6,466 shares; 2025Q2: 6,930 shares; 2025Q3: 8,618 shares; 2025Q4: 9,507 shares 9,507 $1.19M 0.23% +889 Timeline ICLN 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: 52,287 shares; 2024Q4: 52,287 shares; 2025Q1: 60,704 shares; 2025Q2: 68,627 shares; 2025Q3: 71,612 shares; 2025Q4: 71,612 shares 71,612 $1.18M 0.22% 0 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: 7,525 shares; 2025Q1: 7,336 shares; 2025Q2: 7,780 shares; 2025Q3: 5,690 shares; 2025Q4: 6,863 shares 6,863 $1.18M 0.22% +1,173 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: 2,046 shares; 2024Q4: 1,896 shares; 2025Q1: 1,860 shares; 2025Q2: 1,719 shares; 2025Q3: 1,616 shares; 2025Q4: 1,793 shares 1,793 $1.17M 0.22% +177 Timeline RDN RADIAN GROUP INC More: the full row for RADIAN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,646 shares; 2024Q4: 32,176 shares; 2025Q1: 32,065 shares; 2025Q2: 32,133 shares; 2025Q3: 32,133 shares; 2025Q4: 32,074 shares 32,074 $1.15M 0.22% -59 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: 5,839 shares; 2024Q4: 5,937 shares; 2025Q1: 5,870 shares; 2025Q2: 7,191 shares; 2025Q3: 9,642 shares; 2025Q4: 10,080 shares 10,080 $1.12M 0.21% +438 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: 2,872 shares; 2024Q4: 2,904 shares; 2025Q1: 2,867 shares; 2025Q2: 3,052 shares; 2025Q3: 4,120 shares; 2025Q4: 4,109 shares 4,109 $1.1M 0.21% -11 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: 3,255 shares; 2024Q4: 6,374 shares; 2025Q1: 139 shares; 2025Q2: 354 shares; 2025Q3: 8,139 shares; 2025Q4: 8,190 shares 8,190 $1.06M 0.2% +51 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: 1,833 shares; 2024Q4: 1,827 shares; 2025Q1: 1,827 shares; 2025Q2: 1,835 shares; 2025Q3: 1,837 shares; 2025Q4: 3,577 shares 3,577 $1.04M 0.2% +1,740 Timeline IONS IONIS PHARMACEUTICALS INC More: the full row for IONIS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,936 shares; 2024Q4: 10,736 shares; 2025Q1: 10,736 shares; 2025Q2: 12,801 shares; 2025Q3: 12,801 shares; 2025Q4: 12,801 shares 12,801 $1.01M 0.19% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,525 shares; 2024Q4: 7,784 shares; 2025Q1: 7,301 shares; 2025Q2: 8,905 shares; 2025Q3: 8,770 shares; 2025Q4: 14,287 shares 14,287 $999K 0.19% +5,517 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,653 shares; 2024Q4: 2,736 shares; 2025Q1: 2,758 shares; 2025Q2: 2,780 shares; 2025Q3: 2,781 shares; 2025Q4: 2,780 shares 2,780 $979K 0.19% -1 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: 1,504 shares; 2024Q4: 1,463 shares; 2025Q1: 1,509 shares; 2025Q2: 1,643 shares; 2025Q3: 1,621 shares; 2025Q4: 4,408 shares 4,408 $968K 0.18% +2,787 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: 907 shares; 2024Q4: 907 shares; 2025Q1: 907 shares; 2025Q2: 1,015 shares; 2025Q3: 4,934 shares; 2025Q4: 4,960 shares 4,960 $963K 0.18% +26 Timeline SCHM 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: 8,493 shares; 2024Q4: 24,059 shares; 2025Q1: 26,309 shares; 2025Q2: 36,559 shares; 2025Q3: 33,950 shares; 2025Q4: 31,950 shares 31,950 $961K 0.18% -2,000 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: 1,752 shares; 2024Q4: 1,795 shares; 2025Q1: 735 shares; 2025Q2: 834 shares; 2025Q3: 2,007 shares; 2025Q4: 2,057 shares 2,057 $961K 0.18% +50 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,400 shares; 2024Q4: 4,175 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,175 shares; 2025Q4: 4,175 shares 4,175 $956K 0.18% 0 Timeline PPLI PEOPLE INC More: the full row for PEOPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,733 shares; 2024Q4: 16,733 shares; 2025Q1: 16,733 shares; 2025Q2: 22,337 shares; 2025Q3: 23,062 shares; 2025Q4: 24,334 shares 24,334 $951K 0.18% +1,272 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152 shares; 2024Q4: 232 shares; 2025Q1: 726 shares; 2025Q2: 1,557 shares; 2025Q3: 2,410 shares; 2025Q4: 5,336 shares 5,336 $948K 0.18% +2,926 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,159 shares; 2024Q4: 3,089 shares; 2025Q1: 3,006 shares; 2025Q2: 3,241 shares; 2025Q3: 3,221 shares; 2025Q4: 3,187 shares 3,187 $943K 0.18% -34 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,293 shares; 2024Q4: 6,293 shares; 2025Q1: 6,293 shares; 2025Q2: 6,293 shares; 2025Q3: 6,293 shares; 2025Q4: 6,293 shares 6,293 $936K 0.18% 0 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 24,063 shares; 2025Q4: 21,463 shares 21,463 $928K 0.18% -2,600 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,712 shares; 2024Q4: 6,721 shares; 2025Q1: 486 shares; 2025Q2: 908 shares; 2025Q3: 8,836 shares; 2025Q4: 8,790 shares 8,790 $923K 0.17% -46 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,789 shares; 2024Q4: 5,282 shares; 2025Q1: 4,220 shares; 2025Q2: 4,198 shares; 2025Q3: 5,364 shares; 2025Q4: 8,708 shares 8,708 $919K 0.17% +3,344 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: 4,436 shares; 2024Q4: 4,409 shares; 2025Q1: 4,413 shares; 2025Q2: 4,809 shares; 2025Q3: 5,178 shares; 2025Q4: 5,190 shares 5,190 $913K 0.17% +12 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: 4,916 shares; 2024Q4: 5,058 shares; 2025Q1: 4,734 shares; 2025Q2: 4,800 shares; 2025Q3: 4,292 shares; 2025Q4: 6,251 shares 6,251 $901K 0.17% +1,959 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: 1,944 shares; 2024Q4: 1,944 shares; 2025Q1: 1,939 shares; 2025Q2: 1,961 shares; 2025Q3: 1,967 shares; 2025Q4: 1,964 shares 1,964 $890K 0.17% -3 Timeline MTN VAIL RESORTS INC More: the full row for VAIL RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,625 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,700 shares; 2025Q4: 6,700 shares 6,700 $890K 0.17% 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: 3,135 shares; 2024Q4: 3,278 shares; 2025Q1: 3,116 shares; 2025Q2: 3,295 shares; 2025Q3: 3,195 shares; 2025Q4: 4,084 shares 4,084 $887K 0.17% +889 Timeline PJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 20,875 shares; 2025Q3: 20,875 shares; 2025Q4: 20,875 shares 20,875 $874K 0.17% 0 Timeline PFF 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: 18,908 shares; 2024Q4: 18,908 shares; 2025Q1: 18,908 shares; 2025Q2: 18,908 shares; 2025Q3: 18,908 shares; 2025Q4: 28,131 shares 28,131 $871K 0.17% +9,223 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: 1,091 shares; 2024Q4: 1,086 shares; 2025Q1: 1,115 shares; 2025Q2: 1,075 shares; 2025Q3: 2,472 shares; 2025Q4: 3,735 shares 3,735 $864K 0.16% +1,263 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,012 shares; 2024Q4: 4,938 shares; 2025Q1: 4,041 shares; 2025Q2: 3,841 shares; 2025Q3: 3,843 shares; 2025Q4: 4,072 shares 4,072 $862K 0.16% +229 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: 1,613 shares; 2024Q4: 1,721 shares; 2025Q1: 1,421 shares; 2025Q2: 1,657 shares; 2025Q3: 1,427 shares; 2025Q4: 2,902 shares 2,902 $860K 0.16% +1,475 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: 1,381 shares; 2024Q4: 1,266 shares; 2025Q1: 1,354 shares; 2025Q2: 1,814 shares; 2025Q3: 1,433 shares; 2025Q4: 4,117 shares 4,117 $859K 0.16% +2,684 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154 shares; 2024Q4: 151 shares; 2025Q1: 104 shares; 2025Q2: 105 shares; 2025Q3: 155 shares; 2025Q4: 158 shares 158 $846K 0.16% +3 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,349 shares; 2024Q4: 10,749 shares; 2025Q1: 10,749 shares; 2025Q2: 10,749 shares; 2025Q3: 11,424 shares; 2025Q4: 11,424 shares 11,424 $843K 0.16% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 729 shares; 2024Q4: 746 shares; 2025Q1: 731 shares; 2025Q2: 841 shares; 2025Q3: 749 shares; 2025Q4: 1,452 shares 1,452 $832K 0.16% +703 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,015 shares; 2024Q4: 11,015 shares; 2025Q1: 13,779 shares; 2025Q2: 17,916 shares; 2025Q3: 17,916 shares; 2025Q4: 18,593 shares 18,593 $821K 0.16% +677 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,896 shares; 2024Q4: 3,816 shares; 2025Q1: 2,650 shares; 2025Q2: 2,817 shares; 2025Q3: 3,933 shares; 2025Q4: 3,846 shares 3,846 $803K 0.15% -87 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,819 shares; 2024Q4: 2,384 shares; 2025Q1: 2,137 shares; 2025Q2: 2,963 shares; 2025Q3: 4,083 shares; 2025Q4: 4,332 shares 4,332 $794K 0.15% +249 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: 5,771 shares; 2024Q4: 5,771 shares; 2025Q1: 5,771 shares; 2025Q2: 5,771 shares; 2025Q3: 5,771 shares; 2025Q4: 6,399 shares 6,399 $789K 0.15% +628 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165 shares; 2024Q4: 245 shares; 2025Q1: 284 shares; 2025Q2: 309 shares; 2025Q3: 27,912 shares; 2025Q4: 27,924 shares 27,924 $782K 0.15% +12 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: 682 shares; 2024Q4: 682 shares; 2025Q1: 671 shares; 2025Q2: 999 shares; 2025Q3: 880 shares; 2025Q4: 2,707 shares 2,707 $773K 0.15% +1,827 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,932 shares; 2024Q4: 6,938 shares; 2025Q1: 6,912 shares; 2025Q2: 13,816 shares; 2025Q3: 13,909 shares; 2025Q4: 19,072 shares 19,072 $765K 0.15% +5,163 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: 9,312 shares; 2024Q4: 10,116 shares; 2025Q1: 10,235 shares; 2025Q2: 10,913 shares; 2025Q3: 12,192 shares; 2025Q4: 18,532 shares 18,532 $755K 0.14% +6,340 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares 1 $755K 0.14% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 900 shares; 2024Q4: 1,245 shares; 2025Q1: not reported; 2025Q2: 52 shares; 2025Q3: 1,302 shares; 2025Q4: 1,601 shares 1,601 $750K 0.14% +299 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,370 shares; 2024Q4: 35,370 shares; 2025Q1: 35,370 shares; 2025Q2: 35,745 shares; 2025Q3: 35,800 shares; 2025Q4: 36,078 shares 36,078 $745K 0.14% +278 Timeline EXAS EXACT SCIENCES CORP More: the full row for EXACT SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,870 shares; 2024Q4: 12,870 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,330 shares; 2025Q4: 7,330 shares 7,330 $744K 0.14% 0 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 796 shares; 2024Q4: 835 shares; 2025Q1: 791 shares; 2025Q2: 825 shares; 2025Q3: 3,041 shares; 2025Q4: 3,049 shares 3,049 $735K 0.14% +8 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,758 shares; 2024Q4: 1,871 shares; 2025Q1: 1,909 shares; 2025Q2: 2,302 shares; 2025Q3: 2,286 shares; 2025Q4: 5,719 shares 5,719 $730K 0.14% +3,433 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: 3,124 shares; 2024Q4: 3,325 shares; 2025Q1: 3,222 shares; 2025Q2: 3,522 shares; 2025Q3: 3,760 shares; 2025Q4: 4,014 shares 4,014 $713K 0.14% +254 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,189 shares; 2024Q4: 11,129 shares; 2025Q1: 11,113 shares; 2025Q2: 11,607 shares; 2025Q3: 13,944 shares; 2025Q4: 14,420 shares 14,420 $710K 0.13% +476 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,119 shares; 2024Q4: 8,119 shares; 2025Q1: 8,119 shares; 2025Q2: 16,164 shares; 2025Q3: 16,164 shares; 2025Q4: 16,164 shares 16,164 $701K 0.13% 0 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 517 shares; 2024Q4: 563 shares; 2025Q1: 556 shares; 2025Q2: 678 shares; 2025Q3: 613 shares; 2025Q4: 806 shares 806 $695K 0.13% +193 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,303 shares 35,303 $685K 0.13% new Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,777 shares; 2024Q4: 14,927 shares; 2025Q1: 14,927 shares; 2025Q2: 15,162 shares; 2025Q3: 16,202 shares; 2025Q4: 16,437 shares 16,437 $682K 0.13% +235 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,509 shares; 2024Q4: 8,024 shares; 2025Q1: 10,291 shares; 2025Q2: 11,859 shares; 2025Q3: 11,637 shares; 2025Q4: 11,687 shares 11,687 $682K 0.13% +50 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,750 shares; 2024Q4: 11,009 shares; 2025Q1: 10,553 shares; 2025Q2: 10,895 shares; 2025Q3: 10,608 shares; 2025Q4: 13,138 shares 13,138 $667K 0.13% +2,530 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5 shares; 2025Q1: not reported; 2025Q2: 5 shares; 2025Q3: 3,005 shares; 2025Q4: 3,005 shares 3,005 $659K 0.12% 0 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: 3,910 shares; 2024Q4: 3,841 shares; 2025Q1: 3,898 shares; 2025Q2: 3,737 shares; 2025Q3: 4,143 shares; 2025Q4: 8,195 shares 8,195 $658K 0.12% +4,052 Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21 shares; 2025Q3: 3,605 shares; 2025Q4: 3,605 shares 3,605 $657K 0.12% 0 Timeline LBRDK LIBERTY BROADBAND CORP More: the full row for LIBERTY BROADBAND CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,805 shares; 2024Q4: 9,805 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,565 shares; 2025Q4: 13,505 shares 13,505 $656K 0.12% +2,940 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,653 shares; 2024Q4: 926 shares; 2025Q1: 948 shares; 2025Q2: 1,929 shares; 2025Q3: 1,662 shares; 2025Q4: 5,641 shares 5,641 $655K 0.12% +3,979 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB 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: 9,320 shares; 2025Q4: 9,320 shares 9,320 $650K 0.12% 0 Timeline TCAL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED 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: 21,541 shares; 2025Q3: 16,828 shares; 2025Q4: 27,503 shares 27,503 $648K 0.12% +10,675 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: 20,058 shares; 2024Q4: 20,058 shares; 2025Q1: 3,700 shares; 2025Q2: 4,517 shares; 2025Q3: 22,455 shares; 2025Q4: 21,677 shares 21,677 $648K 0.12% -778 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 485 shares; 2024Q4: 1,255 shares; 2025Q1: not reported; 2025Q2: 13 shares; 2025Q3: 1,260 shares; 2025Q4: 1,103 shares 1,103 $641K 0.12% -157 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,580 shares; 2025Q4: 3,943 shares 3,943 $639K 0.12% +1,363 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,138 shares; 2024Q4: 17,281 shares; 2025Q1: 19,031 shares; 2025Q2: 23,431 shares; 2025Q3: 23,000 shares; 2025Q4: 22,000 shares 22,000 $627K 0.12% -1,000 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: 4,425 shares; 2024Q4: 2,312 shares; 2025Q1: 2,312 shares; 2025Q2: 2,616 shares; 2025Q3: 4,620 shares; 2025Q4: 7,179 shares 7,179 $626K 0.12% +2,559 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 507 shares; 2024Q4: 513 shares; 2025Q1: 678 shares; 2025Q2: 736 shares; 2025Q3: 1,689 shares; 2025Q4: 1,736 shares 1,736 $613K 0.12% +47 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 738 shares; 2024Q4: 753 shares; 2025Q1: 749 shares; 2025Q2: 858 shares; 2025Q3: 891 shares; 2025Q4: 924 shares 924 $612K 0.12% +33 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: 551 shares; 2024Q4: 842 shares; 2025Q1: 1,338 shares; 2025Q2: 1,730 shares; 2025Q3: 3,459 shares; 2025Q4: 3,525 shares 3,525 $603K 0.11% +66 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 815 shares; 2025Q1: not reported; 2025Q2: 123 shares; 2025Q3: 1,915 shares; 2025Q4: 3,679 shares 3,679 $595K 0.11% +1,764 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: 796 shares; 2024Q4: 1,037 shares; 2025Q1: 1,037 shares; 2025Q2: 1,071 shares; 2025Q3: 3,681 shares; 2025Q4: 3,637 shares 3,637 $591K 0.11% -44 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: not reported; 2025Q2: 73 shares; 2025Q3: 617 shares; 2025Q4: 649 shares 649 $588K 0.11% +32 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,413 shares; 2024Q4: 5,413 shares; 2025Q1: 5,413 shares; 2025Q2: 5,413 shares; 2025Q3: 5,413 shares; 2025Q4: 5,413 shares 5,413 $588K 0.11% 0 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: 1,163 shares; 2024Q4: 1,458 shares; 2025Q1: 1,863 shares; 2025Q2: 1,343 shares; 2025Q3: 1,283 shares; 2025Q4: 1,830 shares 1,830 $583K 0.11% +547 Timeline W WAYFAIR INC More: the full row for WAYFAIR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,680 shares; 2024Q4: 7,680 shares; 2025Q1: 7,680 shares; 2025Q2: 5,760 shares; 2025Q3: 5,760 shares; 2025Q4: 5,760 shares 5,760 $578K 0.11% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,113 shares; 2024Q4: 941 shares; 2025Q1: 954 shares; 2025Q2: 1,397 shares; 2025Q3: 1,309 shares; 2025Q4: 5,237 shares 5,237 $577K 0.11% +3,928 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,900 shares; 2024Q4: 11,620 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,260 shares; 2025Q4: 16,260 shares 16,260 $577K 0.11% 0 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116 shares; 2024Q4: 1,050 shares; 2025Q1: 93 shares; 2025Q2: 98 shares; 2025Q3: 1,031 shares; 2025Q4: 1,344 shares 1,344 $567K 0.11% +313 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,237 shares; 2024Q4: 2,188 shares; 2025Q1: 176 shares; 2025Q2: 376 shares; 2025Q3: 2,337 shares; 2025Q4: 2,507 shares 2,507 $565K 0.11% +170 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,419 shares; 2024Q4: 9,768 shares; 2025Q1: 9,872 shares; 2025Q2: 9,936 shares; 2025Q3: 10,993 shares; 2025Q4: 14,687 shares 14,687 $561K 0.11% +3,694 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: 1,892 shares; 2024Q4: 1,889 shares; 2025Q1: 1,886 shares; 2025Q2: 1,909 shares; 2025Q3: 1,903 shares; 2025Q4: 2,903 shares 2,903 $554K 0.11% +1,000 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: 412 shares; 2024Q4: 412 shares; 2025Q1: 412 shares; 2025Q2: 2,175 shares; 2025Q3: 412 shares; 2025Q4: 2,749 shares 2,749 $549K 0.1% +2,337 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN 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: 23 shares; 2025Q4: 812 shares 812 $547K 0.1% +789 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: 3,115 shares; 2024Q4: 1,797 shares; 2025Q1: 1,801 shares; 2025Q2: 2,414 shares; 2025Q3: 1,814 shares; 2025Q4: 4,647 shares 4,647 $545K 0.1% +2,833 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,109 shares; 2024Q4: 3,759 shares; 2025Q1: 3,786 shares; 2025Q2: 4,077 shares; 2025Q3: 3,878 shares; 2025Q4: 4,706 shares 4,706 $543K 0.1% +828 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,844 shares; 2024Q4: 917 shares; 2025Q1: 917 shares; 2025Q2: 968 shares; 2025Q3: 4,528 shares; 2025Q4: 6,791 shares 6,791 $539K 0.1% +2,263 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: 4,546 shares; 2024Q4: 4,525 shares; 2025Q1: 4,649 shares; 2025Q2: 4,464 shares; 2025Q3: 8,314 shares; 2025Q4: 8,378 shares 8,378 $536K 0.1% +64 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,833 shares; 2024Q4: 10,520 shares; 2025Q1: 10,156 shares; 2025Q2: 10,883 shares; 2025Q3: 8,239 shares; 2025Q4: 8,143 shares 8,143 $521K 0.1% -96 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 295 shares; 2024Q4: 913 shares; 2025Q1: 913 shares; 2025Q2: 913 shares; 2025Q3: 913 shares; 2025Q4: 2,843 shares 2,843 $504K 0.1% +1,930 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,310 shares; 2024Q4: 2,471 shares; 2025Q1: 2,468 shares; 2025Q2: 2,911 shares; 2025Q3: 3,211 shares; 2025Q4: 3,223 shares 3,223 $495K 0.09% +12 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 181 shares; 2024Q4: 190 shares; 2025Q1: 211 shares; 2025Q2: 220 shares; 2025Q3: 368 shares; 2025Q4: 960 shares 960 $490K 0.09% +592 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: 3,121 shares; 2024Q4: 3,076 shares; 2025Q1: 3,057 shares; 2025Q2: 3,236 shares; 2025Q3: 3,101 shares; 2025Q4: 3,645 shares 3,645 $484K 0.09% +544 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,460 shares; 2024Q4: 1,460 shares; 2025Q1: 1,652 shares; 2025Q2: 1,800 shares; 2025Q3: 1,812 shares; 2025Q4: 1,877 shares 1,877 $482K 0.09% +65 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,400 shares; 2024Q4: 12,400 shares; 2025Q1: not reported; 2025Q2: 198 shares; 2025Q3: 14,625 shares; 2025Q4: 12,605 shares 12,605 $478K 0.09% -2,020 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 18,750 shares; 2025Q3: 17,350 shares; 2025Q4: 12,000 shares 12,000 $469K 0.09% -5,350 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 10,700 shares; 2025Q4: 10,700 shares 10,700 $468K 0.09% 0 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57 shares; 2024Q4: 67 shares; 2025Q1: 57 shares; 2025Q2: 139 shares; 2025Q3: 170 shares; 2025Q4: 3,227 shares 3,227 $467K 0.09% +3,057 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: 891 shares; 2024Q4: 879 shares; 2025Q1: 822 shares; 2025Q2: 866 shares; 2025Q3: 758 shares; 2025Q4: 800 shares 800 $464K 0.09% +42 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: 923 shares; 2024Q4: 928 shares; 2025Q1: 944 shares; 2025Q2: 955 shares; 2025Q3: 950 shares; 2025Q4: 950 shares 950 $463K 0.09% 0 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: 2,328 shares; 2024Q4: 1,601 shares; 2025Q1: 2,161 shares; 2025Q2: 2,546 shares; 2025Q3: 1,788 shares; 2025Q4: 4,671 shares 4,671 $463K 0.09% +2,883 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: 6,975 shares; 2024Q4: 6,974 shares; 2025Q1: 4,409 shares; 2025Q2: 6,078 shares; 2025Q3: 7,326 shares; 2025Q4: 16,842 shares 16,842 $463K 0.09% +9,516 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,850 shares; 2024Q4: 3,446 shares; 2025Q1: 291 shares; 2025Q2: 347 shares; 2025Q3: 2,457 shares; 2025Q4: 2,496 shares 2,496 $460K 0.09% +39 Timeline BJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 8,200 shares; 2025Q2: 8,200 shares; 2025Q3: 8,200 shares; 2025Q4: 8,200 shares 8,200 $451K 0.09% 0 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 204 shares; 2024Q4: 212 shares; 2025Q1: 225 shares; 2025Q2: 298 shares; 2025Q3: 335 shares; 2025Q4: 509 shares 509 $447K 0.08% +174 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: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,215 shares 5,215 $447K 0.08% +215 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,882 shares; 2024Q4: 2,821 shares; 2025Q1: 2,821 shares; 2025Q2: 2,978 shares; 2025Q3: 2,976 shares; 2025Q4: 2,984 shares 2,984 $445K 0.08% +8 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: 4,171 shares; 2024Q4: 5,916 shares; 2025Q1: 4,031 shares; 2025Q2: 3,194 shares; 2025Q3: 3,100 shares; 2025Q4: 3,100 shares 3,100 $444K 0.08% 0 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,597 shares; 2024Q4: 1,597 shares; 2025Q1: 1,597 shares; 2025Q2: 3,371 shares; 2025Q3: 1,597 shares; 2025Q4: 3,340 shares 3,340 $442K 0.08% +1,743 Timeline AOA 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: 4,930 shares; 2025Q4: 4,930 shares 4,930 $442K 0.08% 0 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,196 shares; 2024Q4: 1,196 shares; 2025Q1: 1,144 shares; 2025Q2: 1,144 shares; 2025Q3: 1,412 shares; 2025Q4: 1,292 shares 1,292 $435K 0.08% -120 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,034 shares; 2024Q4: 2,034 shares; 2025Q1: 2,034 shares; 2025Q2: 2,034 shares; 2025Q3: 2,034 shares; 2025Q4: 2,034 shares 2,034 $431K 0.08% 0 Timeline AOR 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: 6,574 shares; 2025Q4: 6,574 shares 6,574 $427K 0.08% 0 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: 466 shares; 2024Q4: 466 shares; 2025Q1: 466 shares; 2025Q2: 603 shares; 2025Q3: 470 shares; 2025Q4: 3,769 shares 3,769 $423K 0.08% +3,299 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: 355 shares; 2024Q4: 264 shares; 2025Q1: 299 shares; 2025Q2: 322 shares; 2025Q3: 316 shares; 2025Q4: 1,407 shares 1,407 $413K 0.08% +1,091 Timeline XLB 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: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 625 shares; 2025Q3: 625 shares; 2025Q4: 9,022 shares 9,022 $409K 0.08% +8,397 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15 shares; 2024Q4: 15 shares; 2025Q1: 22 shares; 2025Q2: 22 shares; 2025Q3: 400 shares; 2025Q4: 405 shares 405 $409K 0.08% +5 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: 1,985 shares; 2024Q4: 2,026 shares; 2025Q1: 2,070 shares; 2025Q2: 2,610 shares; 2025Q3: 2,179 shares; 2025Q4: 2,501 shares 2,501 $405K 0.08% +322 Timeline USAR USA RARE EARTH INC More: the full row for USA RARE EARTH 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: 33,417 shares; 2025Q4: 33,417 shares 33,417 $398K 0.08% 0 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,551 shares; 2024Q4: 1,551 shares; 2025Q1: 158 shares; 2025Q2: 304 shares; 2025Q3: 1,298 shares; 2025Q4: 2,592 shares 2,592 $397K 0.08% +1,294 Timeline KDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 15,525 shares; 2025Q3: 15,525 shares; 2025Q4: 15,525 shares 15,525 $397K 0.08% 0 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,100 shares; 2024Q4: 2,100 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,100 shares; 2025Q4: 1,775 shares 1,775 $396K 0.08% -325 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 310 shares; 2024Q4: 321 shares; 2025Q1: 321 shares; 2025Q2: 498 shares; 2025Q3: 1,463 shares; 2025Q4: 1,493 shares 1,493 $392K 0.07% +30 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 598 shares; 2024Q4: 598 shares; 2025Q1: 598 shares; 2025Q2: 1,306 shares; 2025Q3: 1,306 shares; 2025Q4: 1,821 shares 1,821 $383K 0.07% +515 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,481 shares; 2024Q4: 1,481 shares; 2025Q1: 1,130 shares; 2025Q2: 1,630 shares; 2025Q3: 7,480 shares; 2025Q4: 7,480 shares 7,480 $381K 0.07% 0 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: 1,017 shares; 2024Q4: 977 shares; 2025Q1: 951 shares; 2025Q2: 787 shares; 2025Q3: 1,198 shares; 2025Q4: 1,144 shares 1,144 $378K 0.07% -54 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,595 shares; 2024Q4: 3,693 shares; 2025Q1: 10 shares; 2025Q2: 107 shares; 2025Q3: 7,244 shares; 2025Q4: 5,690 shares 5,690 $378K 0.07% -1,554 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: 499 shares; 2024Q4: 612 shares; 2025Q1: 593 shares; 2025Q2: 825 shares; 2025Q3: 809 shares; 2025Q4: 1,014 shares 1,014 $375K 0.07% +205 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 762 shares; 2024Q4: 795 shares; 2025Q1: 787 shares; 2025Q2: 843 shares; 2025Q3: 890 shares; 2025Q4: 877 shares 877 $374K 0.07% -13 Timeline FND FLOOR & DECOR HLDGS INC More: the full row for FLOOR & DECOR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,405 shares; 2024Q4: 7,166 shares; 2025Q1: 6,121 shares; 2025Q2: 6,218 shares; 2025Q3: 6,121 shares; 2025Q4: 6,121 shares 6,121 $373K 0.07% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,604 shares; 2024Q4: 1,671 shares; 2025Q1: 1,660 shares; 2025Q2: 1,943 shares; 2025Q3: 2,013 shares; 2025Q4: 1,908 shares 1,908 $372K 0.07% -105 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 50 shares; 2025Q3: 139 shares; 2025Q4: 1,279 shares 1,279 $371K 0.07% +1,140 Timeline Z ZILLOW GROUP INC More: the full row for ZILLOW GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,700 shares; 2024Q4: 5,700 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,800 shares; 2025Q4: 5,440 shares 5,440 $371K 0.07% -360 Timeline VLY VALLEY NATL BANCORP More: the full row for VALLEY NATL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,105 shares; 2024Q4: 34,105 shares; 2025Q1: 35,045 shares; 2025Q2: 31,337 shares; 2025Q3: 31,346 shares; 2025Q4: 31,484 shares 31,484 $370K 0.07% +138 Timeline BWIN THE BALDWIN INSURANCE GRP IN More: the full row for THE BALDWIN INSURANCE GRP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,000 shares; 2024Q4: 7,000 shares; 2025Q1: not reported; 2025Q2: 7,643 shares; 2025Q3: 15,000 shares; 2025Q4: 15,349 shares 15,349 $369K 0.07% +349 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,954 shares; 2024Q4: 5,954 shares; 2025Q1: 141 shares; 2025Q2: 253 shares; 2025Q3: 2,256 shares; 2025Q4: 2,304 shares 2,304 $367K 0.07% +48 Timeline WING WINGSTOP INC More: the full row for WINGSTOP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,918 shares; 2024Q4: 2,068 shares; 2025Q1: 18 shares; 2025Q2: 25 shares; 2025Q3: 1,535 shares; 2025Q4: 1,535 shares 1,535 $366K 0.07% 0 Timeline KMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 15,700 shares; 2025Q3: 15,700 shares; 2025Q4: 12,900 shares 12,900 $365K 0.07% -2,800 Timeline GOGO GOGO INC More: the full row for GOGO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,140 shares; 2024Q4: 77,269 shares; 2025Q1: 74,678 shares; 2025Q2: 78,590 shares; 2025Q3: 77,896 shares; 2025Q4: 76,593 shares 76,593 $357K 0.07% -1,303 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 523 shares; 2024Q4: 523 shares; 2025Q1: 545 shares; 2025Q2: 545 shares; 2025Q3: 530 shares; 2025Q4: 2,693 shares 2,693 $351K 0.07% +2,163 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,060 shares; 2024Q4: 4,265 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,210 shares; 2025Q4: 3,210 shares 3,210 $351K 0.07% 0 Timeline ELF E L F BEAUTY INC More: the full row for E L F BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,295 shares; 2024Q4: 6,295 shares; 2025Q1: not reported; 2025Q2: 96 shares; 2025Q3: 5,000 shares; 2025Q4: 4,612 shares 4,612 $351K 0.07% -388 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,716 shares; 2024Q4: 5,441 shares; 2025Q1: 7,529 shares; 2025Q2: 10,654 shares; 2025Q3: 11,651 shares; 2025Q4: 11,713 shares 11,713 $345K 0.07% +62 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: 432 shares; 2024Q4: 333 shares; 2025Q1: 233 shares; 2025Q2: 332 shares; 2025Q3: 1,505 shares; 2025Q4: 2,142 shares 2,142 $343K 0.06% +637 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,639 shares; 2024Q4: 1,639 shares; 2025Q1: 1,639 shares; 2025Q2: 1,639 shares; 2025Q3: 1,639 shares; 2025Q4: 1,639 shares 1,639 $343K 0.06% 0 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,161 shares; 2024Q4: 9,161 shares; 2025Q1: 472 shares; 2025Q2: 472 shares; 2025Q3: 7,304 shares; 2025Q4: 7,304 shares 7,304 $339K 0.06% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,046 shares; 2024Q4: 4,093 shares; 2025Q1: 4,429 shares; 2025Q2: 5,218 shares; 2025Q3: 3,655 shares; 2025Q4: 3,959 shares 3,959 $333K 0.06% +304 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,977 shares; 2024Q4: 3,747 shares; 2025Q1: 3,542 shares; 2025Q2: 4,596 shares; 2025Q3: 4,864 shares; 2025Q4: 5,370 shares 5,370 $323K 0.06% +506 Timeline TMDX TRANSMEDICS GROUP INC More: the full row for TRANSMEDICS 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: 30 shares; 2025Q3: 1,546 shares; 2025Q4: 2,636 shares 2,636 $321K 0.06% +1,090 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,956 shares 11,956 $319K 0.06% new Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 510 shares; 2024Q4: 545 shares; 2025Q1: 555 shares; 2025Q2: 540 shares; 2025Q3: 558 shares; 2025Q4: 3,311 shares 3,311 $318K 0.06% +2,753 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 350 shares; 2024Q4: 350 shares; 2025Q1: 158 shares; 2025Q2: 450 shares; 2025Q3: 474 shares; 2025Q4: 2,053 shares 2,053 $316K 0.06% +1,579 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,250 shares; 2025Q3: 1,250 shares; 2025Q4: 1,250 shares 1,250 $316K 0.06% 0 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,027 shares; 2024Q4: 1,027 shares; 2025Q1: 1,020 shares; 2025Q2: 1,020 shares; 2025Q3: 3,103 shares; 2025Q4: 3,087 shares 3,087 $316K 0.06% -16 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 351 shares; 2025Q3: 486 shares; 2025Q4: 1,000 shares 1,000 $304K 0.06% +514 Timeline VPU 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: 960 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,634 shares 1,634 $302K 0.06% new Timeline IJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 10,325 shares; 2025Q3: 10,325 shares; 2025Q4: 10,325 shares 10,325 $302K 0.06% 0 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,291 shares; 2025Q1: 1,333 shares; 2025Q2: 1,333 shares; 2025Q3: 1,566 shares; 2025Q4: 2,284 shares 2,284 $299K 0.06% +718 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 95 shares; 2025Q3: 95 shares; 2025Q4: 1,899 shares 1,899 $295K 0.06% +1,804 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,827 shares; 2024Q4: 1,798 shares; 2025Q1: 1,806 shares; 2025Q2: 1,806 shares; 2025Q3: 1,813 shares; 2025Q4: 1,828 shares 1,828 $294K 0.06% +15 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,300 shares; 2024Q4: 3,300 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,260 shares; 2025Q4: 6,260 shares 6,260 $291K 0.06% 0 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,768 shares 4,768 $289K 0.05% new Timeline GDXJ 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: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares 2,500 $284K 0.05% 0 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8 shares; 2025Q1: not reported; 2025Q2: 8 shares; 2025Q3: not reported; 2025Q4: 11,887 shares 11,887 $284K 0.05% new Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 564 shares; 2024Q4: 641 shares; 2025Q1: 651 shares; 2025Q2: 690 shares; 2025Q3: 653 shares; 2025Q4: 584 shares 584 $282K 0.05% -69 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 231 shares; 2024Q4: 231 shares; 2025Q1: 255 shares; 2025Q2: 637 shares; 2025Q3: 603 shares; 2025Q4: 2,810 shares 2,810 $281K 0.05% +2,207 Timeline WEN WENDYS CO More: the full row for WENDYS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,460 shares; 2024Q4: 22,460 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,495 shares; 2025Q4: 33,495 shares 33,495 $279K 0.05% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 648 shares; 2025Q3: not reported; 2025Q4: 5,093 shares 5,093 $279K 0.05% new Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,332 shares; 2024Q4: 7,332 shares; 2025Q1: 2,238 shares; 2025Q2: 2,147 shares; 2025Q3: 4,237 shares; 2025Q4: 4,119 shares 4,119 $277K 0.05% -118 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,115 shares; 2025Q4: 5,936 shares 5,936 $271K 0.05% +3,821 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,515 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,335 shares; 2025Q4: 7,335 shares 7,335 $260K 0.05% 0 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,046 shares; 2024Q4: 996 shares; 2025Q1: 1,000 shares; 2025Q2: 1,089 shares; 2025Q3: 1,086 shares; 2025Q4: 1,043 shares 1,043 $259K 0.05% -43 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 647 shares 647 $256K 0.05% new Timeline BAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 7,700 shares; 2025Q3: 7,100 shares; 2025Q4: 5,300 shares 5,300 $254K 0.05% -1,800 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,786 shares; 2024Q4: 2,912 shares; 2025Q1: 2,941 shares; 2025Q2: 3,068 shares; 2025Q3: 4,636 shares; 2025Q4: 4,324 shares 4,324 $252K 0.05% -312 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7 shares; 2025Q3: 1,553 shares; 2025Q4: 1,530 shares 1,530 $248K 0.05% -23 Timeline IGSB 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: 315 shares; 2025Q3: 315 shares; 2025Q4: 4,670 shares 4,670 $247K 0.05% +4,355 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: 797 shares; 2024Q4: 799 shares; 2025Q1: 851 shares; 2025Q2: 886 shares; 2025Q3: 831 shares; 2025Q4: 843 shares 843 $245K 0.05% +12 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI 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: 1,680 shares 1,680 $242K 0.05% new 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: 2,740 shares; 2024Q4: 2,740 shares; 2025Q1: 2,740 shares; 2025Q2: 3,358 shares; 2025Q3: 2,740 shares; 2025Q4: 3,284 shares 3,284 $242K 0.05% +544 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 457 shares; 2024Q4: 527 shares; 2025Q1: 522 shares; 2025Q2: 678 shares; 2025Q3: 670 shares; 2025Q4: 771 shares 771 $241K 0.05% +101 Timeline BAB 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: 8,810 shares 8,810 $240K 0.05% new Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,119 shares; 2024Q4: 3,163 shares; 2025Q1: 3,178 shares; 2025Q2: 3,190 shares; 2025Q3: 3,033 shares; 2025Q4: 2,953 shares 2,953 $233K 0.04% -80 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 467 shares; 2024Q4: 551 shares; 2025Q1: 576 shares; 2025Q2: 671 shares; 2025Q3: 864 shares; 2025Q4: 859 shares 859 $233K 0.04% -5 Timeline KSS KOHLS CORP More: the full row for KOHLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,281 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 69 shares; 2025Q3: 2,729 shares; 2025Q4: 11,163 shares 11,163 $228K 0.04% +8,434 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,048 shares 10,048 $225K 0.04% new Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 851 shares; 2024Q4: 836 shares; 2025Q1: 1,027 shares; 2025Q2: 1,256 shares; 2025Q3: 1,088 shares; 2025Q4: 1,203 shares 1,203 $223K 0.04% +115 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: 769 shares; 2024Q4: 768 shares; 2025Q1: 841 shares; 2025Q2: 819 shares; 2025Q3: 643 shares; 2025Q4: 635 shares 635 $222K 0.04% -8 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,014 shares; 2024Q4: 1,055 shares; 2025Q1: 1,009 shares; 2025Q2: 811 shares; 2025Q3: 804 shares; 2025Q4: 1,636 shares 1,636 $221K 0.04% +832 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: 392 shares; 2024Q4: 392 shares; 2025Q1: 745 shares; 2025Q2: 1,045 shares; 2025Q3: 751 shares; 2025Q4: 2,481 shares 2,481 $217K 0.04% +1,730 Timeline CART MAPLEBEAR INC More: the full row for MAPLEBEAR 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: 3,614 shares; 2025Q2: 4,814 shares; 2025Q3: 4,814 shares; 2025Q4: 4,814 shares 4,814 $217K 0.04% 0 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: 566 shares; 2024Q4: 560 shares; 2025Q1: 550 shares; 2025Q2: 564 shares; 2025Q3: 568 shares; 2025Q4: 611 shares 611 $216K 0.04% +43 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: 179 shares; 2024Q4: 192 shares; 2025Q1: 225 shares; 2025Q2: 347 shares; 2025Q3: 273 shares; 2025Q4: 381 shares 381 $216K 0.04% +108 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: 557 shares; 2024Q4: 552 shares; 2025Q1: 561 shares; 2025Q2: 586 shares; 2025Q3: 246 shares; 2025Q4: 259 shares 259 $213K 0.04% +13 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,942 shares; 2025Q4: 8,942 shares 8,942 $211K 0.04% 0 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,919 shares; 2024Q4: 5,919 shares; 2025Q1: 5,919 shares; 2025Q2: 5,919 shares; 2025Q3: 6,353 shares; 2025Q4: 5,450 shares 5,450 $211K 0.04% -903 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: 2,228 shares; 2024Q4: 2,308 shares; 2025Q1: 2,246 shares; 2025Q2: 2,725 shares; 2025Q3: 2,836 shares; 2025Q4: 3,834 shares 3,834 $207K 0.04% +998 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,543 shares; 2024Q4: 1,273 shares; 2025Q1: 1,266 shares; 2025Q2: 1,361 shares; 2025Q3: 1,911 shares; 2025Q4: 2,110 shares 2,110 $206K 0.04% +199 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13 shares; 2024Q4: 13 shares; 2025Q1: 13 shares; 2025Q2: 311 shares; 2025Q3: 311 shares; 2025Q4: 430 shares 430 $204K 0.04% +119 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 858 shares; 2024Q4: 858 shares; 2025Q1: 858 shares; 2025Q2: 886 shares; 2025Q3: 887 shares; 2025Q4: 890 shares 890 $202K 0.04% +3 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 220 shares; 2024Q4: 100 shares; 2025Q1: 3,115 shares; 2025Q2: 3,115 shares; 2025Q3: 5,173 shares; 2025Q4: 5,510 shares 5,510 $202K 0.04% +337 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: 110 shares; 2024Q4: 110 shares; 2025Q1: 140 shares; 2025Q2: 295 shares; 2025Q3: 290 shares; 2025Q4: 1,160 shares 1,160 $201K 0.04% +870 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: 114 shares; 2024Q4: 113 shares; 2025Q1: 117 shares; 2025Q2: 1,966 shares; 2025Q3: 2,155 shares; 2025Q4: 2,190 shares 2,190 $200K 0.04% +35 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: 1,747 shares; 2024Q4: 1,653 shares; 2025Q1: 1,624 shares; 2025Q2: 2,808 shares; 2025Q3: 1,573 shares; 2025Q4: 2,213 shares 2,213 $198K 0.04% +640 Timeline IDV 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: 4,841 shares 4,841 $191K 0.04% new 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: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,451 shares; 2025Q3: 5,000 shares; 2025Q4: 5,451 shares 5,451 $189K 0.04% +451 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: 3,437 shares; 2024Q4: 3,743 shares; 2025Q1: 3,842 shares; 2025Q2: 5,250 shares; 2025Q3: 6,976 shares; 2025Q4: 7,554 shares 7,554 $188K 0.04% +578 Timeline IGIB 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: 870 shares; 2025Q3: 3,528 shares; 2025Q4: 3,478 shares 3,478 $187K 0.04% -50 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 918 shares 918 $186K 0.04% new 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: 3,182 shares; 2024Q4: 3,124 shares; 2025Q1: 3,352 shares; 2025Q2: 3,440 shares; 2025Q3: 3,453 shares; 2025Q4: 3,140 shares 3,140 $184K 0.03% -313 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: 240 shares; 2024Q4: 104 shares; 2025Q1: 115 shares; 2025Q2: 175 shares; 2025Q3: 1,851 shares; 2025Q4: 1,844 shares 1,844 $183K 0.03% -7 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 772 shares; 2024Q4: 782 shares; 2025Q1: 782 shares; 2025Q2: 801 shares; 2025Q3: 788 shares; 2025Q4: 739 shares 739 $183K 0.03% -49 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 939 shares; 2025Q4: 2,972 shares 2,972 $181K 0.03% +2,033 Timeline FALN 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: 6,610 shares 6,610 $180K 0.03% new Timeline CCJ CAMECO CORP More: the full row for CAMECO 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: 1,939 shares 1,939 $177K 0.03% new Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 90 shares; 2025Q1: not reported; 2025Q2: 47 shares; 2025Q3: 71 shares; 2025Q4: 2,276 shares 2,276 $176K 0.03% +2,205 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 414 shares; 2024Q4: 417 shares; 2025Q1: 411 shares; 2025Q2: 411 shares; 2025Q3: 440 shares; 2025Q4: 452 shares 452 $176K 0.03% +12 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,175 shares 7,175 $175K 0.03% new Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 787 shares; 2024Q4: 809 shares; 2025Q1: 804 shares; 2025Q2: 944 shares; 2025Q3: 865 shares; 2025Q4: 857 shares 857 $174K 0.03% -8 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,444 shares; 2024Q4: 1,444 shares; 2025Q1: 1,444 shares; 2025Q2: 2,124 shares; 2025Q3: 1,360 shares; 2025Q4: 3,544 shares 3,544 $174K 0.03% +2,184 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI 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: 7,453 shares; 2025Q4: 7,453 shares 7,453 $173K 0.03% 0 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: 870 shares; 2024Q4: 870 shares; 2025Q1: 870 shares; 2025Q2: 870 shares; 2025Q3: 870 shares; 2025Q4: 870 shares 870 $173K 0.03% 0 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 679 shares; 2024Q4: 678 shares; 2025Q1: 678 shares; 2025Q2: 825 shares; 2025Q3: 685 shares; 2025Q4: 820 shares 820 $168K 0.03% +135 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: 245 shares; 2024Q4: 245 shares; 2025Q1: 236 shares; 2025Q2: 242 shares; 2025Q3: 312 shares; 2025Q4: 514 shares 514 $167K 0.03% +202 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: 2,973 shares; 2024Q4: 2,973 shares; 2025Q1: 2,973 shares; 2025Q2: 2,973 shares; 2025Q3: 2,518 shares; 2025Q4: 2,518 shares 2,518 $166K 0.03% 0 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE 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: 10 shares; 2025Q3: 2,776 shares; 2025Q4: 2,109 shares 2,109 $165K 0.03% -667 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,288 shares; 2024Q4: 1,288 shares; 2025Q1: 1,288 shares; 2025Q2: 1,307 shares; 2025Q3: 1,307 shares; 2025Q4: 1,303 shares 1,303 $165K 0.03% -4 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: not reported; 2024Q4: 4,637 shares; 2025Q1: 2,581 shares; 2025Q2: 2,111 shares; 2025Q3: 2,111 shares; 2025Q4: 2,111 shares 2,111 $164K 0.03% 0 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: 310 shares; 2024Q4: 310 shares; 2025Q1: 310 shares; 2025Q2: 595 shares; 2025Q3: 363 shares; 2025Q4: 1,132 shares 1,132 $163K 0.03% +769 Timeline KJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 5,135 shares; 2025Q4: 5,135 shares 5,135 $163K 0.03% 0 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,432 shares; 2024Q4: 1,509 shares; 2025Q1: 1,529 shares; 2025Q2: 1,570 shares; 2025Q3: 1,625 shares; 2025Q4: 1,626 shares 1,626 $162K 0.03% +1 Timeline IXG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,341 shares 1,341 $162K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,892 shares; 2025Q3: not reported; 2025Q4: 2,263 shares 2,263 $162K 0.03% new 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: 171 shares; 2024Q4: 176 shares; 2025Q1: 176 shares; 2025Q2: 227 shares; 2025Q3: 227 shares; 2025Q4: 234 shares 234 $161K 0.03% +7 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: 7 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5 shares; 2025Q3: 629 shares; 2025Q4: 501 shares 501 $160K 0.03% -128 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: 1,827 shares; 2024Q4: 1,971 shares; 2025Q1: 1,971 shares; 2025Q2: 1,971 shares; 2025Q3: 1,985 shares; 2025Q4: 2,973 shares 2,973 $159K 0.03% +988 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 280 shares; 2024Q4: 278 shares; 2025Q1: 295 shares; 2025Q2: 312 shares; 2025Q3: 317 shares; 2025Q4: 303 shares 303 $158K 0.03% -14 Timeline IJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 4,700 shares; 2025Q4: 4,700 shares 4,700 $157K 0.03% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE 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: 2,900 shares; 2025Q2: 3,847 shares; 2025Q3: 2,900 shares; 2025Q4: 3,274 shares 3,274 $157K 0.03% +374 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST 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: 2,931 shares 2,931 $155K 0.03% new 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: 9,346 shares; 2024Q4: 4,118 shares; 2025Q1: 4,766 shares; 2025Q2: 3,416 shares; 2025Q3: 3,499 shares; 2025Q4: 4,175 shares 4,175 $154K 0.03% +676 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: 3,259 shares; 2024Q4: 3,071 shares; 2025Q1: 1,829 shares; 2025Q2: 3,566 shares; 2025Q3: 2,116 shares; 2025Q4: 2,824 shares 2,824 $152K 0.03% +708 Timeline JAAA 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: 2,971 shares 2,971 $150K 0.03% new Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,828 shares; 2024Q4: not reported; 2025Q1: 3,825 shares; 2025Q2: 3,825 shares; 2025Q3: 5,734 shares; 2025Q4: 5,225 shares 5,225 $146K 0.03% -509 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4 shares; 2025Q3: 410 shares; 2025Q4: 274 shares 274 $146K 0.03% -136 Timeline SMMD 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: 1,942 shares; 2024Q4: 1,942 shares; 2025Q1: 1,942 shares; 2025Q2: 1,942 shares; 2025Q3: 1,942 shares; 2025Q4: 1,942 shares 1,942 $146K 0.03% 0 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8 shares; 2025Q1: not reported; 2025Q2: 24 shares; 2025Q3: 25 shares; 2025Q4: 512 shares 512 $146K 0.03% +487 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,405 shares; 2025Q4: 3,405 shares 3,405 $145K 0.03% 0 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 483 shares 483 $145K 0.03% new Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,999 shares; 2024Q4: 2,999 shares; 2025Q1: 3,226 shares; 2025Q2: 2,519 shares; 2025Q3: 2,519 shares; 2025Q4: 2,241 shares 2,241 $145K 0.03% -278 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 174 shares; 2024Q4: 177 shares; 2025Q1: 188 shares; 2025Q2: 189 shares; 2025Q3: 780 shares; 2025Q4: 798 shares 798 $145K 0.03% +18 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 447 shares; 2024Q4: 423 shares; 2025Q1: 428 shares; 2025Q2: 535 shares; 2025Q3: 424 shares; 2025Q4: 504 shares 504 $145K 0.03% +80 Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,819 shares; 2025Q4: 6,819 shares 6,819 $145K 0.03% 0 Timeline KRMN KARMAN HLDGS INC More: the full row for KARMAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,975 shares 1,975 $145K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,123 shares; 2025Q4: 3,123 shares 3,123 $144K 0.03% 0 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 865 shares; 2024Q4: 858 shares; 2025Q1: 858 shares; 2025Q2: 995 shares; 2025Q3: 938 shares; 2025Q4: 948 shares 948 $143K 0.03% +10 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136 shares; 2024Q4: 352 shares; 2025Q1: 361 shares; 2025Q2: 802 shares; 2025Q3: 543 shares; 2025Q4: 1,155 shares 1,155 $142K 0.03% +612 Timeline FBK FB FINL CORP More: the full row for FB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,532 shares; 2025Q3: 2,532 shares; 2025Q4: 2,532 shares 2,532 $141K 0.03% 0 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,191 shares; 2024Q4: 295 shares; 2025Q1: 255 shares; 2025Q2: 365 shares; 2025Q3: 283 shares; 2025Q4: 1,176 shares 1,176 $141K 0.03% +893 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 222 shares; 2025Q4: 621 shares 621 $140K 0.03% +399 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI 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: 5,573 shares; 2025Q4: 5,573 shares 5,573 $140K 0.03% 0 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC 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: 2,746 shares; 2025Q4: 2,746 shares 2,746 $138K 0.03% 0 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,418 shares; 2024Q4: 1,411 shares; 2025Q1: 2,551 shares; 2025Q2: 3,077 shares; 2025Q3: 2,582 shares; 2025Q4: 2,431 shares 2,431 $138K 0.03% -151 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares 1,500 $137K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 3,062 shares 3,062 $137K 0.03% +3,012 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,980 shares; 2025Q4: 2,980 shares 2,980 $137K 0.03% 0 Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES 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: 584 shares; 2025Q4: 470 shares 470 $136K 0.03% -114 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,122 shares; 2024Q4: 1,083 shares; 2025Q1: 1,116 shares; 2025Q2: 1,755 shares; 2025Q3: 2,569 shares; 2025Q4: 2,562 shares 2,562 $135K 0.03% -7 Timeline YLD PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,103 shares; 2025Q4: 7,103 shares 7,103 $135K 0.03% 0 Timeline IYF 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: 458 shares; 2024Q4: 458 shares; 2025Q1: 458 shares; 2025Q2: 458 shares; 2025Q3: 458 shares; 2025Q4: 1,037 shares 1,037 $134K 0.03% +579 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,625 shares; 2024Q4: 1,985 shares; 2025Q1: 2,159 shares; 2025Q2: 2,258 shares; 2025Q3: 1,577 shares; 2025Q4: 1,772 shares 1,772 $132K 0.02% +195 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS 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: 118 shares; 2025Q4: 1,148 shares 1,148 $130K 0.02% +1,030 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: 4,000 shares; 2024Q4: 4,500 shares; 2025Q1: 4,500 shares; 2025Q2: 5,598 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares 4,000 $128K 0.02% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,332 shares; 2024Q4: 1,440 shares; 2025Q1: 1,440 shares; 2025Q2: 1,712 shares; 2025Q3: 2,199 shares; 2025Q4: 1,243 shares 1,243 $128K 0.02% -956 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 752 shares; 2024Q4: 752 shares; 2025Q1: 752 shares; 2025Q2: 966 shares; 2025Q3: 752 shares; 2025Q4: 752 shares 752 $127K 0.02% 0 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 221 shares; 2024Q4: 221 shares; 2025Q1: 195 shares; 2025Q2: 228 shares; 2025Q3: 207 shares; 2025Q4: 218 shares 218 $125K 0.02% +11 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 195 shares; 2024Q4: 195 shares; 2025Q1: 195 shares; 2025Q2: 222 shares; 2025Q3: 227 shares; 2025Q4: 762 shares 762 $125K 0.02% +535 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6 shares; 2025Q1: 57 shares; 2025Q2: 57 shares; 2025Q3: 1,254 shares; 2025Q4: 1,004 shares 1,004 $125K 0.02% -250 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,440 shares; 2025Q3: 1,150 shares; 2025Q4: 1,150 shares 1,150 $123K 0.02% 0 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51 shares; 2024Q4: 51 shares; 2025Q1: 97 shares; 2025Q2: 79 shares; 2025Q3: 2,820 shares; 2025Q4: 1,728 shares 1,728 $121K 0.02% -1,092 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 259 shares; 2024Q4: 259 shares; 2025Q1: 259 shares; 2025Q2: 262 shares; 2025Q3: 333 shares; 2025Q4: 2,150 shares 2,150 $120K 0.02% +1,817 Timeline KSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 500 shares; 2025Q3: 4,300 shares; 2025Q4: 4,300 shares 4,300 $120K 0.02% 0 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES 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: 6 shares; 2025Q3: 290 shares; 2025Q4: 216 shares 216 $119K 0.02% -74 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: 83 shares; 2024Q4: 97 shares; 2025Q1: 83 shares; 2025Q2: 83 shares; 2025Q3: 1,167 shares; 2025Q4: 1,165 shares 1,165 $119K 0.02% -2 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: 454 shares; 2024Q4: 442 shares; 2025Q1: 377 shares; 2025Q2: 599 shares; 2025Q3: 497 shares; 2025Q4: 520 shares 520 $119K 0.02% +23 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64 shares; 2024Q4: 77 shares; 2025Q1: 56 shares; 2025Q2: 41 shares; 2025Q3: 1,347 shares; 2025Q4: 1,300 shares 1,300 $117K 0.02% -47 Timeline SBRA SABRA HEALTH CARE REIT INC More: the full row for SABRA HEALTH CARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,060 shares; 2024Q4: 7,060 shares; 2025Q1: 7,060 shares; 2025Q2: 7,060 shares; 2025Q3: 7,060 shares; 2025Q4: 6,135 shares 6,135 $116K 0.02% -925 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,390 shares; 2024Q4: 1,274 shares; 2025Q1: 317 shares; 2025Q2: 496 shares; 2025Q3: 403 shares; 2025Q4: 371 shares 371 $116K 0.02% -32 Timeline GUG GUGGENHEIM ACTIVE ALLOC FD More: the full row for GUGGENHEIM ACTIVE ALLOC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,500 shares; 2024Q4: 7,500 shares; 2025Q1: 7,500 shares; 2025Q2: 7,500 shares; 2025Q3: 7,500 shares; 2025Q4: 7,500 shares 7,500 $115K 0.02% 0 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,422 shares; 2024Q4: 2,339 shares; 2025Q1: 2,313 shares; 2025Q2: 2,440 shares; 2025Q3: 2,459 shares; 2025Q4: 2,515 shares 2,515 $115K 0.02% +56 Timeline CWENA CLEARWAY ENERGY INC More: the full row for CLEARWAY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,280 shares; 2025Q1: 4,280 shares; 2025Q2: 4,302 shares; 2025Q3: 4,302 shares; 2025Q4: 3,639 shares 3,639 $114K 0.02% -663 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,705 shares; 2024Q4: 6,705 shares; 2025Q1: 6,705 shares; 2025Q2: 6,705 shares; 2025Q3: 6,705 shares; 2025Q4: 6,055 shares 6,055 $114K 0.02% -650 Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,235 shares; 2025Q2: 5,235 shares; 2025Q3: 5,235 shares; 2025Q4: 5,235 shares 5,235 $114K 0.02% 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: 2,516 shares; 2024Q4: 1,315 shares; 2025Q1: 1,315 shares; 2025Q2: 2,057 shares; 2025Q3: 877 shares; 2025Q4: 1,673 shares 1,673 $112K 0.02% +796 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: 1,434 shares; 2024Q4: 1,518 shares; 2025Q1: 1,547 shares; 2025Q2: 1,631 shares; 2025Q3: 1,534 shares; 2025Q4: 1,674 shares 1,674 $112K 0.02% +140 Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,146 shares 1,146 $112K 0.02% new Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares 600 $111K 0.02% 0 Timeline RHP RYMAN HOSPITALITY PPTYS INC More: the full row for RYMAN HOSPITALITY PPTYS 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: 1,258 shares; 2025Q3: 1,258 shares; 2025Q4: 1,150 shares 1,150 $110K 0.02% -108 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: 531 shares; 2024Q4: 531 shares; 2025Q1: 531 shares; 2025Q2: 1,583 shares; 2025Q3: 1,611 shares; 2025Q4: 1,583 shares 1,583 $110K 0.02% -28 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148 shares; 2024Q4: 155 shares; 2025Q1: 149 shares; 2025Q2: 168 shares; 2025Q3: 151 shares; 2025Q4: 143 shares 143 $110K 0.02% -8 Timeline GNR 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: 1,760 shares 1,760 $109K 0.02% new Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 106 shares; 2025Q3: 1,724 shares; 2025Q4: 1,324 shares 1,324 $109K 0.02% -400 Timeline KAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 4,086 shares; 2025Q4: 4,086 shares 4,086 $108K 0.02% 0 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 563 shares; 2024Q4: 558 shares; 2025Q1: 558 shares; 2025Q2: 558 shares; 2025Q3: 1,261 shares; 2025Q4: 1,237 shares 1,237 $108K 0.02% -24 Timeline BKLN 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: 5,081 shares 5,081 $107K 0.02% new Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,925 shares 1,925 $105K 0.02% new Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99 shares; 2024Q4: 107 shares; 2025Q1: 76 shares; 2025Q2: 76 shares; 2025Q3: 203 shares; 2025Q4: 174 shares 174 $105K 0.02% -29 Timeline IAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 3,683 shares; 2025Q4: 3,683 shares 3,683 $105K 0.02% 0 Timeline AMBP ARDAGH METAL PACKAGING S A More: the full row for ARDAGH METAL PACKAGING S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,295 shares; 2024Q4: 1,600 shares; 2025Q1: 25,465 shares; 2025Q2: 25,465 shares; 2025Q3: 25,465 shares; 2025Q4: 25,465 shares 25,465 $104K 0.02% 0 Timeline VAW 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 500 shares 500 $104K 0.02% new Timeline JIVE 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: 1,836 shares; 2025Q3: not reported; 2025Q4: 1,287 shares 1,287 $103K 0.02% new Timeline ARKB ARK 21SHARES BITCOIN ETF More: the full row for ARK 21SHARES BITCOIN ETF 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: 3,519 shares; 2025Q4: 3,519 shares 3,519 $102K 0.02% 0 Timeline BMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 2,265 shares; 2025Q3: 2,265 shares; 2025Q4: 2,265 shares 2,265 $102K 0.02% 0 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190 shares; 2024Q4: 190 shares; 2025Q1: 193 shares; 2025Q2: 193 shares; 2025Q3: 786 shares; 2025Q4: 785 shares 785 $101K 0.02% -1 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 974 shares; 2025Q4: 974 shares 974 $101K 0.02% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 379 shares; 2024Q4: 379 shares; 2025Q1: 360 shares; 2025Q2: 476 shares; 2025Q3: 354 shares; 2025Q4: 730 shares 730 $101K 0.02% +376 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND 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: 9 shares; 2025Q3: 2,253 shares; 2025Q4: 2,255 shares 2,255 $100K 0.02% +2 Timeline MORN MORNINGSTAR INC More: the full row for MORNINGSTAR 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: 564 shares; 2025Q4: 458 shares 458 $99.5K 0.02% -106 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161 shares; 2024Q4: 197 shares; 2025Q1: 161 shares; 2025Q2: 362 shares; 2025Q3: 1,021 shares; 2025Q4: 3,248 shares 3,248 $99.2K 0.02% +2,227 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 339 shares; 2024Q4: 315 shares; 2025Q1: 315 shares; 2025Q2: 417 shares; 2025Q3: 546 shares; 2025Q4: 2,391 shares 2,391 $98.4K 0.02% +1,845 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW 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: 2,435 shares; 2025Q4: 2,624 shares 2,624 $98.2K 0.02% +189 Timeline MBB 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: 1,015 shares; 2025Q2: 1,139 shares; 2025Q3: 1,015 shares; 2025Q4: 1,015 shares 1,015 $96.6K 0.02% 0 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 101 shares; 2025Q1: 100 shares; 2025Q2: 114 shares; 2025Q3: 110 shares; 2025Q4: 119 shares 119 $96.3K 0.02% +9 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 538 shares; 2025Q4: 332 shares 332 $95.7K 0.02% -206 Timeline PSTL POSTAL REALTY TRUST INC More: the full row for POSTAL REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,136 shares; 2024Q4: not reported; 2025Q1: 6,670 shares; 2025Q2: 6,670 shares; 2025Q3: 6,670 shares; 2025Q4: 5,920 shares 5,920 $95.5K 0.02% -750 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,528 shares; 2024Q4: 1,464 shares; 2025Q1: 1,464 shares; 2025Q2: 1,464 shares; 2025Q3: 1,450 shares; 2025Q4: 1,468 shares 1,468 $95.4K 0.02% +18 Timeline ARMK ARAMARK More: the full row for ARAMARK 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: 3,436 shares; 2025Q4: 2,584 shares 2,584 $95.2K 0.02% -852 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23 shares; 2024Q4: 24 shares; 2025Q1: 24 shares; 2025Q2: 24 shares; 2025Q3: 23 shares; 2025Q4: 28 shares 28 $95K 0.02% +5 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130 shares; 2024Q4: 130 shares; 2025Q1: 130 shares; 2025Q2: 158 shares; 2025Q3: 185 shares; 2025Q4: 203 shares 203 $94.8K 0.02% +18 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 446 shares; 2024Q4: 461 shares; 2025Q1: 446 shares; 2025Q2: 492 shares; 2025Q3: 524 shares; 2025Q4: 508 shares 508 $94K 0.02% -16 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 237 shares; 2024Q4: 252 shares; 2025Q1: 252 shares; 2025Q2: 531 shares; 2025Q3: 259 shares; 2025Q4: 342 shares 342 $93.4K 0.02% +83 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,498 shares; 2024Q4: 1,515 shares; 2025Q1: 1,427 shares; 2025Q2: 2,407 shares; 2025Q3: 2,207 shares; 2025Q4: 2,523 shares 2,523 $93.4K 0.02% +316 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 185 shares; 2024Q4: 159 shares; 2025Q1: 159 shares; 2025Q2: 159 shares; 2025Q3: 953 shares; 2025Q4: 950 shares 950 $92.9K 0.02% -3 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 629 shares; 2024Q4: 701 shares; 2025Q1: 720 shares; 2025Q2: 1,174 shares; 2025Q3: 1,214 shares; 2025Q4: 1,211 shares 1,211 $92.8K 0.02% -3 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112 shares; 2024Q4: 112 shares; 2025Q1: 146 shares; 2025Q2: 174 shares; 2025Q3: 183 shares; 2025Q4: 180 shares 180 $92K 0.02% -3 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14 shares; 2024Q4: 78 shares; 2025Q1: 49 shares; 2025Q2: 68 shares; 2025Q3: 78 shares; 2025Q4: 567 shares 567 $91.5K 0.02% +489 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR 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: 88 shares; 2025Q3: 1,239 shares; 2025Q4: 1,075 shares 1,075 $90.7K 0.02% -164 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: 1,053 shares; 2024Q4: 1,053 shares; 2025Q1: 1,053 shares; 2025Q2: 915 shares; 2025Q3: 750 shares; 2025Q4: 750 shares 750 $90.1K 0.02% 0 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45 shares; 2024Q4: 37 shares; 2025Q1: 37 shares; 2025Q2: 80 shares; 2025Q3: 40 shares; 2025Q4: 74 shares 74 $89.9K 0.02% +34 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97 shares; 2024Q4: 97 shares; 2025Q1: 91 shares; 2025Q2: 142 shares; 2025Q3: 144 shares; 2025Q4: 143 shares 143 $89K 0.02% -1 Timeline TRU TRANSUNION More: the full row for TRANSUNION 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: 1,352 shares; 2025Q4: 1,036 shares 1,036 $88.8K 0.02% -316 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10 shares; 2025Q1: 20 shares; 2025Q2: 109 shares; 2025Q3: 509 shares; 2025Q4: 509 shares 509 $88.2K 0.02% 0 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: 933 shares; 2024Q4: 1,196 shares; 2025Q1: 1,183 shares; 2025Q2: 1,139 shares; 2025Q3: 1,108 shares; 2025Q4: 1,112 shares 1,112 $87.8K 0.02% +4 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP 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: 73 shares; 2025Q3: 848 shares; 2025Q4: 714 shares 714 $87.1K 0.02% -134 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 892 shares; 2024Q4: 895 shares; 2025Q1: 526 shares; 2025Q2: 748 shares; 2025Q3: 552 shares; 2025Q4: 492 shares 492 $87K 0.02% -60 Timeline NLR 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 410 shares; 2025Q3: 700 shares; 2025Q4: 700 shares 700 $86.9K 0.02% 0 Timeline VWOB 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: not reported; 2024Q4: 8 shares; 2025Q1: not reported; 2025Q2: 24 shares; 2025Q3: 16 shares; 2025Q4: 1,278 shares 1,278 $86.2K 0.02% +1,262 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 445 shares; 2024Q4: 445 shares; 2025Q1: 452 shares; 2025Q2: 462 shares; 2025Q3: 458 shares; 2025Q4: 455 shares 455 $85.6K 0.02% -3 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14 shares; 2024Q4: 14 shares; 2025Q1: 16 shares; 2025Q2: 14 shares; 2025Q3: 226 shares; 2025Q4: 176 shares 176 $85.5K 0.02% -50 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: 65 shares; 2024Q4: 98 shares; 2025Q1: 65 shares; 2025Q2: 75 shares; 2025Q3: 154 shares; 2025Q4: 180 shares 180 $84.5K 0.02% +26 Timeline DLB DOLBY LABORATORIES INC More: the full row for DOLBY LABORATORIES 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: 1,882 shares; 2025Q4: 1,308 shares 1,308 $84K 0.02% -574 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194 shares; 2024Q4: 194 shares; 2025Q1: 194 shares; 2025Q2: 183 shares; 2025Q3: 704 shares; 2025Q4: 430 shares 430 $83.6K 0.02% -274 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: 1,872 shares; 2024Q4: 1,827 shares; 2025Q1: 2,698 shares; 2025Q2: 3,130 shares; 2025Q3: 2,885 shares; 2025Q4: 1,532 shares 1,532 $83.2K 0.02% -1,353 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,140 shares; 2024Q4: 1,936 shares; 2025Q1: 2,011 shares; 2025Q2: 2,234 shares; 2025Q3: 1,894 shares; 2025Q4: 2,147 shares 2,147 $83K 0.02% +253 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 336 shares; 2024Q4: 336 shares; 2025Q1: 336 shares; 2025Q2: 336 shares; 2025Q3: 340 shares; 2025Q4: 352 shares 352 $80.3K 0.02% +12 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,734 shares; 2024Q4: 2,648 shares; 2025Q1: 1,053 shares; 2025Q2: 1,121 shares; 2025Q3: 950 shares; 2025Q4: 1,092 shares 1,092 $80.3K 0.02% +142 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: 568 shares; 2024Q4: 568 shares; 2025Q1: 568 shares; 2025Q2: 568 shares; 2025Q3: 568 shares; 2025Q4: 568 shares 568 $79.4K 0.02% 0 Timeline MXI 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: 818 shares 818 $79.1K 0.01% new Timeline GLIBK LIBERTY CAP CORP More: the full row for LIBERTY CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,111 shares; 2025Q4: 2,111 shares 2,111 $78.6K 0.01% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 397 shares; 2024Q4: 355 shares; 2025Q1: 590 shares; 2025Q2: 621 shares; 2025Q3: 700 shares; 2025Q4: 423 shares 423 $78.5K 0.01% -277 Timeline KJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 2,800 shares; 2025Q3: 2,800 shares; 2025Q4: 2,800 shares 2,800 $78.2K 0.01% 0 Timeline ISEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 2,395 shares; 2025Q4: 2,395 shares 2,395 $78.1K 0.01% 0 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: 92 shares; 2024Q4: 128 shares; 2025Q1: 128 shares; 2025Q2: 679 shares; 2025Q3: 1,095 shares; 2025Q4: 806 shares 806 $76.9K 0.01% -289 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 766 shares; 2024Q4: 780 shares; 2025Q1: 766 shares; 2025Q2: 686 shares; 2025Q3: 1,133 shares; 2025Q4: 1,133 shares 1,133 $75.8K 0.01% 0 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90 shares; 2024Q4: 87 shares; 2025Q1: 89 shares; 2025Q2: 159 shares; 2025Q3: 199 shares; 2025Q4: 154 shares 154 $75.5K 0.01% -45 Timeline IEX IDEX CORP More: the full row for IDEX 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: 64 shares; 2025Q3: 518 shares; 2025Q4: 419 shares 419 $74.6K 0.01% -99 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 447 shares; 2024Q4: 477 shares; 2025Q1: 380 shares; 2025Q2: 385 shares; 2025Q3: 406 shares; 2025Q4: 412 shares 412 $74.2K 0.01% +6 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: 146 shares; 2024Q4: 161 shares; 2025Q1: 180 shares; 2025Q2: 317 shares; 2025Q3: 135 shares; 2025Q4: 253 shares 253 $73.4K 0.01% +118 Timeline TFX TELEFLEX INCORPORATED More: the full row for TELEFLEX INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3 shares; 2025Q1: not reported; 2025Q2: 3 shares; 2025Q3: 696 shares; 2025Q4: 600 shares 600 $73.2K 0.01% -96 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 31 shares; 2025Q1: 33 shares; 2025Q2: 48 shares; 2025Q3: 47 shares; 2025Q4: 55 shares 55 $73.1K 0.01% +8 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 196 shares; 2025Q1: 196 shares; 2025Q2: 213 shares; 2025Q3: 216 shares; 2025Q4: 216 shares 216 $73K 0.01% 0 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 579 shares; 2024Q4: 662 shares; 2025Q1: 660 shares; 2025Q2: 1,284 shares; 2025Q3: 704 shares; 2025Q4: 980 shares 980 $72.9K 0.01% +276 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140 shares; 2024Q4: 332 shares; 2025Q1: 10 shares; 2025Q2: 205 shares; 2025Q3: 1,043 shares; 2025Q4: 3,034 shares 3,034 $72.9K 0.01% +1,991 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,734 shares 2,734 $72K 0.01% new Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,427 shares; 2024Q4: 2,361 shares; 2025Q1: 2,361 shares; 2025Q2: 2,235 shares; 2025Q3: 2,235 shares; 2025Q4: 2,494 shares 2,494 $71.9K 0.01% +259 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,351 shares; 2024Q4: 2,596 shares; 2025Q1: 2,351 shares; 2025Q2: 2,351 shares; 2025Q3: 2,382 shares; 2025Q4: 2,536 shares 2,536 $71.7K 0.01% +154 Timeline CHH CHOICE HOTELS INTL INC More: the full row for CHOICE HOTELS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 938 shares; 2025Q4: 744 shares 744 $70.9K 0.01% -194 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36 shares; 2024Q4: 53 shares; 2025Q1: not reported; 2025Q2: 296 shares; 2025Q3: 1,478 shares; 2025Q4: 1,202 shares 1,202 $70.7K 0.01% -276 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 849 shares; 2024Q4: 850 shares; 2025Q1: 864 shares; 2025Q2: 799 shares; 2025Q3: 1,033 shares; 2025Q4: 878 shares 878 $70K 0.01% -155 Timeline LKQ LKQ CORP More: the full row for LKQ 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: 3,014 shares; 2025Q4: 2,310 shares 2,310 $69.8K 0.01% -704 Timeline HDUS LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,077 shares; 2025Q3: not reported; 2025Q4: 1,067 shares 1,067 $69.6K 0.01% new 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: 182 shares; 2024Q4: 182 shares; 2025Q1: 182 shares; 2025Q2: 246 shares; 2025Q3: 214 shares; 2025Q4: 241 shares 241 $69.5K 0.01% +27 Timeline WEX WEX INC More: the full row for WEX 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 shares; 2025Q3: 710 shares; 2025Q4: 464 shares 464 $69.1K 0.01% -246 Timeline TLH 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: 677 shares 677 $68.8K 0.01% new 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: 810 shares; 2024Q4: 818 shares; 2025Q1: 810 shares; 2025Q2: 900 shares; 2025Q3: 822 shares; 2025Q4: 856 shares 856 $68.7K 0.01% +34 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37 shares; 2024Q4: 37 shares; 2025Q1: 37 shares; 2025Q2: 47 shares; 2025Q3: 47 shares; 2025Q4: 403 shares 403 $68.3K 0.01% +356 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 372 shares; 2024Q4: 372 shares; 2025Q1: 372 shares; 2025Q2: 419 shares; 2025Q3: 375 shares; 2025Q4: 371 shares 371 $68.3K 0.01% -4 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172 shares; 2024Q4: 173 shares; 2025Q1: 229 shares; 2025Q2: 239 shares; 2025Q3: 241 shares; 2025Q4: 176 shares 176 $67.7K 0.01% -65 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares 300 $67.4K 0.01% 0 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60 shares; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 685 shares 685 $67.3K 0.01% +625 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82 shares; 2024Q4: 82 shares; 2025Q1: 82 shares; 2025Q2: 186 shares; 2025Q3: 82 shares; 2025Q4: 186 shares 186 $67K 0.01% +104 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 289 shares; 2024Q4: 165 shares; 2025Q1: 170 shares; 2025Q2: 195 shares; 2025Q3: 153 shares; 2025Q4: 191 shares 191 $67K 0.01% +38 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 351 shares; 2024Q4: 696 shares; 2025Q1: 696 shares; 2025Q2: 725 shares; 2025Q3: 719 shares; 2025Q4: 719 shares 719 $66.5K 0.01% 0 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 6 shares; 2025Q1: not reported; 2025Q2: 89 shares; 2025Q3: 84 shares; 2025Q4: 98 shares 98 $66.3K 0.01% +14 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 539 shares; 2024Q4: 483 shares; 2025Q1: 483 shares; 2025Q2: 639 shares; 2025Q3: 514 shares; 2025Q4: 625 shares 625 $65.9K 0.01% +111 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: 151 shares; 2024Q4: 86 shares; 2025Q1: 57 shares; 2025Q2: 82 shares; 2025Q3: 173 shares; 2025Q4: 167 shares 167 $65K 0.01% -6 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL 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: 5,948 shares; 2025Q4: 5,948 shares 5,948 $64.8K 0.01% 0 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: 139 shares; 2024Q4: 139 shares; 2025Q1: 279 shares; 2025Q2: 306 shares; 2025Q3: 303 shares; 2025Q4: 316 shares 316 $64.8K 0.01% +13 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 487 shares; 2024Q4: 487 shares; 2025Q1: 487 shares; 2025Q2: 544 shares; 2025Q3: 496 shares; 2025Q4: 546 shares 546 $64.2K 0.01% +50 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 473 shares; 2024Q4: 680 shares; 2025Q1: 669 shares; 2025Q2: 746 shares; 2025Q3: 523 shares; 2025Q4: 507 shares 507 $63.8K 0.01% -16 Timeline MCHPP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,080 shares; 2025Q3: 1,080 shares; 2025Q4: 1,080 shares 1,080 $62.9K 0.01% 0 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24 shares; 2024Q4: 24 shares; 2025Q1: 33 shares; 2025Q2: 33 shares; 2025Q3: 421 shares; 2025Q4: 473 shares 473 $62.7K 0.01% +52 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121 shares; 2024Q4: 121 shares; 2025Q1: 122 shares; 2025Q2: 126 shares; 2025Q3: 127 shares; 2025Q4: 163 shares 163 $61.9K 0.01% +36 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 57 shares; 2025Q3: 284 shares; 2025Q4: 257 shares 257 $61.8K 0.01% -27 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22 shares; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: 58 shares; 2025Q3: 225 shares; 2025Q4: 270 shares 270 $61.8K 0.01% +45 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,197 shares; 2024Q4: 2,197 shares; 2025Q1: 2,197 shares; 2025Q2: 1,822 shares; 2025Q3: 1,367 shares; 2025Q4: 1,367 shares 1,367 $60.7K 0.01% 0 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 492 shares 492 $60K 0.01% new Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 81 shares; 2025Q3: 64 shares; 2025Q4: 749 shares 749 $59.9K 0.01% +685 Timeline BLKB BLACKBAUD INC More: the full row for BLACKBAUD 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: 944 shares; 2025Q4: 944 shares 944 $59.8K 0.01% 0 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: 481 shares; 2024Q4: 800 shares; 2025Q1: 480 shares; 2025Q2: 609 shares; 2025Q3: 464 shares; 2025Q4: 513 shares 513 $57.9K 0.01% +49 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER 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: 260 shares; 2025Q4: 1,976 shares 1,976 $57.8K 0.01% +1,716 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 711 shares; 2024Q4: 729 shares; 2025Q1: 710 shares; 2025Q2: 710 shares; 2025Q3: 713 shares; 2025Q4: 728 shares 728 $57.8K 0.01% +15 Timeline