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: 871,184 shares; 2024Q4: 869,405 shares; 2025Q1: 873,716 shares; 2025Q2: 855,954 shares; 2025Q3: 839,455 shares; 2025Q4: 861,470 shares 861,470 $53.8M 7.56% +22,015 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 242,764 shares; 2024Q4: 238,787 shares; 2025Q1: 245,804 shares; 2025Q2: 257,172 shares; 2025Q3: 252,054 shares; 2025Q4: 262,534 shares 262,534 $50.3M 7.07% +10,480 Timeline GIGB 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: 698,351 shares; 2024Q4: 688,729 shares; 2025Q1: 703,376 shares; 2025Q2: 698,962 shares; 2025Q3: 699,798 shares; 2025Q4: 698,182 shares 698,182 $32.3M 4.54% -1,616 Timeline JMBS 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: 638,045 shares; 2024Q4: 629,593 shares; 2025Q1: 642,287 shares; 2025Q2: 637,942 shares; 2025Q3: 608,998 shares; 2025Q4: 608,488 shares 608,488 $27.8M 3.91% -510 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: 38,454 shares; 2024Q4: 37,244 shares; 2025Q1: 33,875 shares; 2025Q2: 34,443 shares; 2025Q3: 34,000 shares; 2025Q4: 35,744 shares 35,744 $24.5M 3.44% +1,744 Timeline CMBS 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: 441,921 shares; 2024Q4: 437,038 shares; 2025Q1: 444,995 shares; 2025Q2: 442,161 shares; 2025Q3: 438,579 shares; 2025Q4: 438,194 shares 438,194 $21.5M 3.02% -385 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: 242,279 shares; 2024Q4: 239,714 shares; 2025Q1: 244,275 shares; 2025Q2: 243,525 shares; 2025Q3: 225,804 shares; 2025Q4: 225,848 shares 225,848 $21.5M 3.02% +44 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: 420,560 shares; 2024Q4: 374,995 shares; 2025Q1: 382,349 shares; 2025Q2: 372,785 shares; 2025Q3: 353,073 shares; 2025Q4: 375,156 shares 375,156 $20.2M 2.83% +22,083 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: 105,769 shares; 2024Q4: 103,577 shares; 2025Q1: 104,716 shares; 2025Q2: 105,243 shares; 2025Q3: 108,534 shares; 2025Q4: 110,629 shares 110,629 $19.6M 2.76% +2,095 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: 154,266 shares; 2024Q4: 149,551 shares; 2025Q1: 145,884 shares; 2025Q2: 145,280 shares; 2025Q3: 143,648 shares; 2025Q4: 144,073 shares 144,073 $19.1M 2.68% +425 Timeline GEM 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: 459,178 shares; 2024Q4: 446,674 shares; 2025Q1: 457,630 shares; 2025Q2: 446,226 shares; 2025Q3: 422,781 shares; 2025Q4: 409,963 shares 409,963 $17.1M 2.4% -12,818 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: 33,699 shares; 2024Q4: 33,307 shares; 2025Q1: 33,952 shares; 2025Q2: 33,747 shares; 2025Q3: 118,307 shares; 2025Q4: 158,986 shares 158,986 $15.3M 2.15% +40,679 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: 69,488 shares; 2024Q4: 67,182 shares; 2025Q1: 69,233 shares; 2025Q2: 69,582 shares; 2025Q3: 70,561 shares; 2025Q4: 71,359 shares 71,359 $15.1M 2.12% +798 Timeline TPYP TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS 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: 414,368 shares; 2025Q3: 423,742 shares; 2025Q4: 366,717 shares 366,717 $12.9M 1.82% -57,025 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,177 shares; 2024Q4: 47,193 shares; 2025Q1: 44,921 shares; 2025Q2: 44,118 shares; 2025Q3: 41,890 shares; 2025Q4: 43,770 shares 43,770 $12.2M 1.72% +1,880 Timeline EIPI 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: not reported; 2025Q4: 557,941 shares 557,941 $11.1M 1.56% new Timeline IEI 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: 41,190 shares; 2024Q4: 40,780 shares; 2025Q1: 41,416 shares; 2025Q2: 41,160 shares; 2025Q3: 88,947 shares; 2025Q4: 88,928 shares 88,928 $10.6M 1.49% -19 Timeline SPYM 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: 21,985 shares; 2025Q1: 19,015 shares; 2025Q2: 18,854 shares; 2025Q3: 18,406 shares; 2025Q4: 128,988 shares 128,988 $10.3M 1.45% +110,582 Timeline SDVY 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: 182,774 shares; 2024Q4: 185,597 shares; 2025Q1: 208,729 shares; 2025Q2: 264,590 shares; 2025Q3: 238,068 shares; 2025Q4: 263,558 shares 263,558 $10.1M 1.42% +25,490 Timeline AGZ 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: 103,175 shares; 2024Q4: 102,039 shares; 2025Q1: 103,659 shares; 2025Q2: 102,995 shares; 2025Q3: 89,266 shares; 2025Q4: 89,270 shares 89,270 $9.84M 1.38% +4 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,321 shares; 2024Q4: 110,374 shares; 2025Q1: 108,611 shares; 2025Q2: 106,037 shares; 2025Q3: 104,006 shares; 2025Q4: 102,470 shares 102,470 $9.84M 1.38% -1,536 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,847 shares; 2024Q4: 16,255 shares; 2025Q1: 16,073 shares; 2025Q2: 16,171 shares; 2025Q3: 15,857 shares; 2025Q4: 16,147 shares 16,147 $9.74M 1.37% +290 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: 90,817 shares; 2024Q4: 89,723 shares; 2025Q1: 91,779 shares; 2025Q2: 91,196 shares; 2025Q3: 94,948 shares; 2025Q4: 94,588 shares 94,588 $9.62M 1.35% -360 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: 67,271 shares; 2024Q4: 62,684 shares; 2025Q1: 12,864 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 76,955 shares 76,955 $9.49M 1.33% new Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,342 shares; 2024Q4: 30,048 shares; 2025Q1: 29,992 shares; 2025Q2: 29,919 shares; 2025Q3: 29,782 shares; 2025Q4: 29,652 shares 29,652 $8.96M 1.26% -130 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: 10,844 shares; 2024Q4: 10,494 shares; 2025Q1: 16,189 shares; 2025Q2: 25,114 shares; 2025Q3: 30,077 shares; 2025Q4: 25,155 shares 25,155 $7.87M 1.11% -4,922 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: 37,328 shares; 2024Q4: 35,957 shares; 2025Q1: 30,393 shares; 2025Q2: 29,690 shares; 2025Q3: 24,688 shares; 2025Q4: 23,947 shares 23,947 $7.72M 1.08% -741 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: 100,908 shares; 2024Q4: 100,330 shares; 2025Q1: 100,592 shares; 2025Q2: 98,452 shares; 2025Q3: 96,307 shares; 2025Q4: 95,265 shares 95,265 $7.39M 1.04% -1,042 Timeline FLJP FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 208,680 shares; 2024Q4: 208,405 shares; 2025Q1: 209,196 shares; 2025Q2: 205,030 shares; 2025Q3: 201,233 shares; 2025Q4: 199,169 shares 199,169 $6.86M 0.96% -2,064 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: 18,185 shares; 2024Q4: 17,671 shares; 2025Q1: 19,396 shares; 2025Q2: 20,175 shares; 2025Q3: 24,894 shares; 2025Q4: 24,921 shares 24,921 $6.78M 0.95% +27 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: 5,047 shares; 2024Q4: 4,854 shares; 2025Q1: 7,017 shares; 2025Q2: 10,857 shares; 2025Q3: 10,231 shares; 2025Q4: 13,866 shares 13,866 $6.71M 0.94% +3,635 Timeline SCHP 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: 91,518 shares; 2024Q4: 180,932 shares; 2025Q1: 184,702 shares; 2025Q2: 183,500 shares; 2025Q3: 242,620 shares; 2025Q4: 242,293 shares 242,293 $6.42M 0.9% -327 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: 47,463 shares; 2024Q4: 48,178 shares; 2025Q1: 45,456 shares; 2025Q2: 47,213 shares; 2025Q3: 53,444 shares; 2025Q4: 56,930 shares 56,930 $6.34M 0.89% +3,486 Timeline RDVY 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: 51,686 shares; 2024Q4: 52,752 shares; 2025Q1: 68,508 shares; 2025Q2: 82,306 shares; 2025Q3: 83,487 shares; 2025Q4: 89,965 shares 89,965 $6.25M 0.88% +6,478 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: 337,846 shares; 2024Q4: 325,814 shares; 2025Q1: 251,132 shares; 2025Q2: 246,672 shares; 2025Q3: 248,492 shares; 2025Q4: 256,784 shares 256,784 $5.97M 0.84% +8,292 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,465 shares; 2024Q4: 61,877 shares; 2025Q1: 71,253 shares; 2025Q2: 70,625 shares; 2025Q3: 77,484 shares; 2025Q4: 69,834 shares 69,834 $5.85M 0.82% -7,650 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,284 shares; 2024Q4: 77,444 shares; 2025Q1: 78,610 shares; 2025Q2: 58,442 shares; 2025Q3: 69,238 shares; 2025Q4: 69,394 shares 69,394 $5.75M 0.81% +156 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,151 shares; 2025Q2: 17,540 shares; 2025Q3: 21,353 shares; 2025Q4: 22,667 shares 22,667 $5.23M 0.74% +1,314 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,942 shares; 2025Q2: 20,720 shares; 2025Q3: 25,917 shares; 2025Q4: 25,925 shares 25,925 $4.84M 0.68% +8 Timeline SPHY 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: 127,512 shares; 2024Q4: 134,728 shares; 2025Q1: 150,358 shares; 2025Q2: 155,751 shares; 2025Q3: 167,937 shares; 2025Q4: 189,038 shares 189,038 $4.47M 0.63% +21,101 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,857 shares; 2024Q4: 63,728 shares; 2025Q1: 72,060 shares; 2025Q2: 59,459 shares; 2025Q3: 65,528 shares; 2025Q4: 73,077 shares 73,077 $4.29M 0.6% +7,549 Timeline VNQI 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: 86,545 shares; 2024Q4: 82,850 shares; 2025Q1: 84,766 shares; 2025Q2: 83,272 shares; 2025Q3: 91,979 shares; 2025Q4: 92,730 shares 92,730 $4.25M 0.6% +751 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: 29,638 shares; 2024Q4: 29,847 shares; 2025Q1: 39,340 shares; 2025Q2: 51,599 shares; 2025Q3: 41,565 shares; 2025Q4: 42,837 shares 42,837 $4.21M 0.59% +1,272 Timeline AIQ 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: 30,564 shares; 2024Q4: 31,341 shares; 2025Q1: 52,414 shares; 2025Q2: 58,879 shares; 2025Q3: 72,142 shares; 2025Q4: 74,538 shares 74,538 $3.79M 0.53% +2,396 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: 85,707 shares; 2025Q4: 92,330 shares 92,330 $3.64M 0.51% +6,623 Timeline LGOV 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: 249,229 shares; 2025Q3: 284,877 shares; 2025Q4: 161,565 shares 161,565 $3.53M 0.5% -123,312 Timeline IMVP INVESCO INDIA EXCHANGE-TRADE More: the full row for INVESCO INDIA EXCHANGE-TRADE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,313 shares; 2024Q4: 120,451 shares; 2025Q1: 183,258 shares; 2025Q2: 178,026 shares; 2025Q3: 120,659 shares; 2025Q4: 139,454 shares 139,454 $3.39M 0.48% +18,795 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: 38,540 shares; 2024Q4: 38,551 shares; 2025Q1: 45,316 shares; 2025Q2: 40,003 shares; 2025Q3: 32,970 shares; 2025Q4: 31,260 shares 31,260 $3.29M 0.46% -1,710 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,841 shares; 2024Q4: 54,420 shares; 2025Q1: 56,814 shares; 2025Q2: 64,978 shares; 2025Q3: 59,733 shares; 2025Q4: 65,730 shares 65,730 $3.14M 0.44% +5,997 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: 14,602 shares; 2024Q4: 14,862 shares; 2025Q1: 15,785 shares; 2025Q2: 17,035 shares; 2025Q3: 12,932 shares; 2025Q4: 14,104 shares 14,104 $2.97M 0.42% +1,172 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: 17,047 shares; 2024Q4: 15,944 shares; 2025Q1: 27,183 shares; 2025Q2: 22,043 shares; 2025Q3: 23,683 shares; 2025Q4: 24,343 shares 24,343 $2.93M 0.41% +660 Timeline LITP SPROTT FDS TR More: the full row for SPROTT FDS 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: 325,137 shares; 2025Q2: 319,724 shares; 2025Q3: 292,089 shares; 2025Q4: 233,658 shares 233,658 $2.82M 0.4% -58,431 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: not reported; 2024Q4: not reported; 2025Q1: 0 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,863 shares 21,863 $2.63M 0.37% new Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,127 shares; 2024Q4: 6,304 shares; 2025Q1: 6,633 shares; 2025Q2: 6,963 shares; 2025Q3: 5,055 shares; 2025Q4: 5,409 shares 5,409 $2.6M 0.37% +354 Timeline GMOM CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,780 shares; 2024Q4: 95,341 shares; 2025Q1: 94,357 shares; 2025Q2: 77,572 shares; 2025Q3: 77,513 shares; 2025Q4: 75,433 shares 75,433 $2.53M 0.36% -2,080 Timeline EMTL SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,574 shares; 2024Q4: 56,014 shares; 2025Q1: 57,090 shares; 2025Q2: 56,676 shares; 2025Q3: 56,075 shares; 2025Q4: 56,055 shares 56,055 $2.43M 0.34% -20 Timeline TLT 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: 84,785 shares; 2024Q4: 83,791 shares; 2025Q1: 85,766 shares; 2025Q2: 85,211 shares; 2025Q3: 27,345 shares; 2025Q4: 27,299 shares 27,299 $2.38M 0.33% -46 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: 20,842 shares; 2024Q4: 22,115 shares; 2025Q1: 21,808 shares; 2025Q2: 18,685 shares; 2025Q3: 10,334 shares; 2025Q4: 8,310 shares 8,310 $2.37M 0.33% -2,024 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: 16,421 shares; 2024Q4: 15,307 shares; 2025Q1: 14,824 shares; 2025Q2: 11,924 shares; 2025Q3: 11,766 shares; 2025Q4: 11,379 shares 11,379 $2.35M 0.33% -387 Timeline GRID 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: 13,936 shares; 2025Q4: 15,306 shares 15,306 $2.34M 0.33% +1,370 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,449 shares; 2024Q4: 37,372 shares; 2025Q1: 42,460 shares; 2025Q2: 27,934 shares; 2025Q3: 30,563 shares; 2025Q4: 44,981 shares 44,981 $2.29M 0.32% +14,418 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,447 shares; 2024Q4: 20,905 shares; 2025Q1: 20,630 shares; 2025Q2: 20,660 shares; 2025Q3: 20,377 shares; 2025Q4: 26,490 shares 26,490 $2.14M 0.3% +6,113 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: 37,049 shares; 2024Q4: 34,739 shares; 2025Q1: 41,223 shares; 2025Q2: 40,525 shares; 2025Q3: 40,158 shares; 2025Q4: 36,906 shares 36,906 $1.82M 0.26% -3,252 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,311 shares; 2025Q3: 5,242 shares; 2025Q4: 5,196 shares 5,196 $1.8M 0.25% -46 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,035 shares; 2025Q2: 25,114 shares; 2025Q3: 28,383 shares; 2025Q4: 26,383 shares 26,383 $1.78M 0.25% -2,000 Timeline GBIL 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: 46,183 shares; 2024Q4: 45,700 shares; 2025Q1: 23,857 shares; 2025Q2: 23,702 shares; 2025Q3: 16,411 shares; 2025Q4: 16,918 shares 16,918 $1.69M 0.24% +507 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,240 shares 25,240 $1.65M 0.23% new 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: 20,510 shares; 2024Q4: 19,058 shares; 2025Q1: 18,115 shares; 2025Q2: 17,654 shares; 2025Q3: 17,473 shares; 2025Q4: 22,433 shares 22,433 $1.65M 0.23% +4,960 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: 14,726 shares; 2024Q4: 13,760 shares; 2025Q1: 15,878 shares; 2025Q2: 15,699 shares; 2025Q3: 15,566 shares; 2025Q4: 14,337 shares 14,337 $1.62M 0.23% -1,229 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: 11,244 shares; 2024Q4: 10,488 shares; 2025Q1: 10,349 shares; 2025Q2: 10,311 shares; 2025Q3: 7,123 shares; 2025Q4: 7,014 shares 7,014 $1.6M 0.23% -109 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: 24,745 shares; 2024Q4: 23,241 shares; 2025Q1: 22,104 shares; 2025Q2: 21,663 shares; 2025Q3: 21,442 shares; 2025Q4: 19,854 shares 19,854 $1.59M 0.22% -1,588 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: 15,036 shares; 2024Q4: 5,584 shares; 2025Q1: 5,505 shares; 2025Q2: 5,487 shares; 2025Q3: 5,414 shares; 2025Q4: 5,364 shares 5,364 $1.56M 0.22% -50 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: 9,590 shares; 2024Q4: 9,273 shares; 2025Q1: 9,654 shares; 2025Q2: 9,632 shares; 2025Q3: 10,118 shares; 2025Q4: 10,670 shares 10,670 $1.53M 0.21% +552 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 40,654 shares; 2025Q1: 38,664 shares; 2025Q2: 38,032 shares; 2025Q3: 37,673 shares; 2025Q4: 26,115 shares 26,115 $1.53M 0.21% -11,558 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: 10,065 shares; 2024Q4: 9,350 shares; 2025Q1: 9,245 shares; 2025Q2: 9,200 shares; 2025Q3: 9,084 shares; 2025Q4: 6,625 shares 6,625 $1.49M 0.21% -2,459 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: 7,110 shares; 2024Q4: 6,634 shares; 2025Q1: 6,538 shares; 2025Q2: 6,523 shares; 2025Q3: 6,438 shares; 2025Q4: 6,385 shares 6,385 $1.48M 0.21% -53 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: 21,069 shares; 2025Q1: 17,018 shares; 2025Q2: 12,242 shares; 2025Q3: 8,355 shares; 2025Q4: 8,374 shares 8,374 $1.43M 0.2% +19 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: 5,425 shares; 2024Q4: 5,112 shares; 2025Q1: 4,961 shares; 2025Q2: 4,871 shares; 2025Q3: 4,915 shares; 2025Q4: 4,652 shares 4,652 $1.42M 0.2% -263 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,513 shares; 2024Q4: 6,071 shares; 2025Q1: 5,979 shares; 2025Q2: 5,951 shares; 2025Q3: 5,881 shares; 2025Q4: 5,830 shares 5,830 $1.41M 0.2% -51 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,862 shares; 2024Q4: 66,311 shares; 2025Q1: 71,929 shares; 2025Q2: 70,546 shares; 2025Q3: 60,738 shares; 2025Q4: 21,916 shares 21,916 $1.41M 0.2% -38,822 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: 8,500 shares; 2024Q4: 7,948 shares; 2025Q1: 7,540 shares; 2025Q2: 5,048 shares; 2025Q3: 5,008 shares; 2025Q4: 4,657 shares 4,657 $1.38M 0.19% -351 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: 10,193 shares; 2024Q4: 9,491 shares; 2025Q1: 9,354 shares; 2025Q2: 5,593 shares; 2025Q3: 5,515 shares; 2025Q4: 5,435 shares 5,435 $1.31M 0.18% -80 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,980 shares; 2024Q4: 123,941 shares; 2025Q1: 140,406 shares; 2025Q2: 80,624 shares; 2025Q3: 79,929 shares; 2025Q4: 73,840 shares 73,840 $1.28M 0.18% -6,089 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: 27,091 shares; 2024Q4: 25,373 shares; 2025Q1: 29,656 shares; 2025Q2: 29,478 shares; 2025Q3: 20,861 shares; 2025Q4: 19,225 shares 19,225 $1.25M 0.18% -1,636 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY 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: 4,212 shares; 2025Q4: 6,423 shares 6,423 $1.25M 0.18% +2,211 Timeline TBLL 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: 56,063 shares; 2024Q4: 50,867 shares; 2025Q1: 70,189 shares; 2025Q2: 62,413 shares; 2025Q3: 29,224 shares; 2025Q4: 11,812 shares 11,812 $1.25M 0.18% -17,412 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: 18,576 shares; 2024Q4: 17,352 shares; 2025Q1: 14,163 shares; 2025Q2: 10,571 shares; 2025Q3: 10,451 shares; 2025Q4: 9,612 shares 9,612 $1.24M 0.17% -839 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,952 shares; 2025Q3: 2,010 shares; 2025Q4: 1,876 shares 1,876 $1.24M 0.17% -134 Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,436 shares; 2024Q4: 22,478 shares; 2025Q1: 22,264 shares; 2025Q2: 21,784 shares; 2025Q3: 16,778 shares; 2025Q4: 6,603 shares 6,603 $1.23M 0.17% -10,175 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: 47,593 shares; 2024Q4: 44,333 shares; 2025Q1: 37,180 shares; 2025Q2: 22,249 shares; 2025Q3: 21,969 shares; 2025Q4: 21,908 shares 21,908 $1.2M 0.17% -61 Timeline PALL ABRDN PALLADIUM ETF TRUST More: the full row for ABRDN PALLADIUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,385 shares; 2024Q4: 21,511 shares; 2025Q1: 21,303 shares; 2025Q2: 20,879 shares; 2025Q3: 18,753 shares; 2025Q4: 8,240 shares 8,240 $1.2M 0.17% -10,513 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: 13,571 shares; 2024Q4: 12,747 shares; 2025Q1: 12,117 shares; 2025Q2: 8,366 shares; 2025Q3: 8,294 shares; 2025Q4: 7,732 shares 7,732 $1.18M 0.17% -562 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY 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: 10,720 shares; 2025Q2: 7,530 shares; 2025Q3: 7,426 shares; 2025Q4: 7,326 shares 7,326 $1.17M 0.16% -100 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 33,796 shares; 2025Q1: 32,186 shares; 2025Q2: 31,799 shares; 2025Q3: 31,423 shares; 2025Q4: 28,787 shares 28,787 $1.13M 0.16% -2,636 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: 5,285 shares; 2024Q4: 4,928 shares; 2025Q1: 4,860 shares; 2025Q2: 4,292 shares; 2025Q3: 4,240 shares; 2025Q4: 4,169 shares 4,169 $1.12M 0.16% -71 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: 13,005 shares; 2024Q4: 13,425 shares; 2025Q1: 13,905 shares; 2025Q2: 15,073 shares; 2025Q3: 8,718 shares; 2025Q4: 10,611 shares 10,611 $1.11M 0.16% +1,893 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: 3,950 shares; 2024Q4: 3,682 shares; 2025Q1: 4,775 shares; 2025Q2: 4,768 shares; 2025Q3: 4,707 shares; 2025Q4: 4,089 shares 4,089 $1.07M 0.15% -618 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: 963 shares; 2024Q4: 987 shares; 2025Q1: 7,630 shares; 2025Q2: 7,208 shares; 2025Q3: 7,364 shares; 2025Q4: 4,046 shares 4,046 $1.07M 0.15% -3,318 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: 15,513 shares; 2024Q4: 10,617 shares; 2025Q1: 10,918 shares; 2025Q2: 6,407 shares; 2025Q3: 3,201 shares; 2025Q4: 3,181 shares 3,181 $1.07M 0.15% -20 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: 6,251 shares; 2024Q4: 5,829 shares; 2025Q1: 5,746 shares; 2025Q2: 5,728 shares; 2025Q3: 5,650 shares; 2025Q4: 5,489 shares 5,489 $1.07M 0.15% -161 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,564 shares; 2025Q3: 7,519 shares; 2025Q4: 9,105 shares 9,105 $1.06M 0.15% +1,586 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,363 shares 1,363 $1.04M 0.15% new 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: 870 shares; 2024Q4: 905 shares; 2025Q1: 1,085 shares; 2025Q2: 1,285 shares; 2025Q3: 3,669 shares; 2025Q4: 967 shares 967 $1.04M 0.15% -2,702 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 52,181 shares; 2025Q3: 84,792 shares; 2025Q4: 78,530 shares 78,530 $1.03M 0.14% -6,262 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 54,266 shares; 2025Q3: 53,733 shares; 2025Q4: 49,299 shares 49,299 $1.02M 0.14% -4,434 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: 3,691 shares; 2024Q4: 3,442 shares; 2025Q1: 3,271 shares; 2025Q2: 3,190 shares; 2025Q3: 3,153 shares; 2025Q4: 2,039 shares 2,039 $986K 0.14% -1,114 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: 6,961 shares; 2024Q4: 4,941 shares; 2025Q1: 7,042 shares; 2025Q2: 4,770 shares; 2025Q3: 3,835 shares; 2025Q4: 3,775 shares 3,775 $970K 0.14% -60 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY 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: 5,953 shares; 2025Q3: 5,873 shares; 2025Q4: 5,783 shares 5,783 $969K 0.14% -90 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,327 shares; 2025Q2: 23,053 shares; 2025Q3: 22,807 shares; 2025Q4: 21,153 shares 21,153 $947K 0.13% -1,654 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36,773 shares; 2025Q3: 36,374 shares; 2025Q4: 33,473 shares 33,473 $933K 0.13% -2,901 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,555 shares; 2025Q2: 2,547 shares; 2025Q3: 2,515 shares; 2025Q4: 2,506 shares 2,506 $927K 0.13% -9 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,614 shares; 2025Q3: 16,439 shares; 2025Q4: 15,231 shares 15,231 $914K 0.13% -1,208 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS 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: 38,240 shares 38,240 $906K 0.13% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,358 shares; 2025Q3: 9,289 shares; 2025Q4: 8,561 shares 8,561 $876K 0.12% -728 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: 99,167 shares; 2024Q4: 92,121 shares; 2025Q1: 48,765 shares; 2025Q2: 35,989 shares; 2025Q3: 35,625 shares; 2025Q4: 32,749 shares 32,749 $815K 0.11% -2,876 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,400 shares; 2025Q3: 1,301 shares; 2025Q4: 1,615 shares 1,615 $812K 0.11% +314 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,261 shares; 2025Q3: 3,361 shares; 2025Q4: 2,279 shares 2,279 $784K 0.11% -1,082 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: 34,908 shares; 2024Q4: 32,725 shares; 2025Q1: 31,103 shares; 2025Q2: 30,549 shares; 2025Q3: 30,329 shares; 2025Q4: 27,944 shares 27,944 $783K 0.11% -2,385 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,938 shares; 2024Q4: 8,317 shares; 2025Q1: 8,225 shares; 2025Q2: 8,201 shares; 2025Q3: 8,105 shares; 2025Q4: 8,055 shares 8,055 $754K 0.11% -50 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,772 shares; 2024Q4: 1,675 shares; 2025Q1: 1,076 shares; 2025Q2: 1,076 shares; 2025Q3: 1,076 shares; 2025Q4: 1,076 shares 1,076 $734K 0.1% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,402 shares; 2025Q3: 9,317 shares; 2025Q4: 8,765 shares 8,765 $704K 0.1% -552 Timeline AES AES CORP More: the full row for AES 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: 142,717 shares; 2025Q2: 130,354 shares; 2025Q3: 84,827 shares; 2025Q4: 47,969 shares 47,969 $688K 0.1% -36,858 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST 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: 5,724 shares; 2025Q3: 5,681 shares; 2025Q4: 7,585 shares 7,585 $673K 0.09% +1,904 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: 101 shares; 2024Q4: 4,526 shares; 2025Q1: 101 shares; 2025Q2: 101 shares; 2025Q3: 104 shares; 2025Q4: 6,490 shares 6,490 $648K 0.09% +6,386 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,428 shares; 2025Q3: 3,383 shares; 2025Q4: 3,118 shares 3,118 $643K 0.09% -265 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,482 shares; 2025Q3: 2,451 shares; 2025Q4: 2,425 shares 2,425 $609K 0.09% -26 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: 1,026 shares; 2024Q4: 1,065 shares; 2025Q1: 1,097 shares; 2025Q2: 1,193 shares; 2025Q3: 1,192 shares; 2025Q4: 1,277 shares 1,277 $604K 0.08% +85 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,771 shares; 2025Q4: 2,820 shares 2,820 $604K 0.08% +1,049 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,217 shares 4,217 $553K 0.08% new Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,069 shares; 2025Q3: 3,033 shares; 2025Q4: 2,982 shares 2,982 $547K 0.08% -51 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD 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: 22,182 shares; 2025Q3: 21,973 shares; 2025Q4: 20,588 shares 20,588 $541K 0.08% -1,385 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,413 shares; 2025Q4: 20,894 shares 20,894 $519K 0.07% -1,519 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,770 shares; 2025Q3: 4,721 shares; 2025Q4: 4,358 shares 4,358 $503K 0.07% -363 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,082 shares; 2025Q4: 11,267 shares 11,267 $491K 0.07% -815 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,121 shares; 2025Q3: 2,924 shares; 2025Q4: 2,472 shares 2,472 $482K 0.07% -452 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,138 shares; 2025Q2: 1,134 shares; 2025Q3: 1,117 shares; 2025Q4: 839 shares 839 $479K 0.07% -278 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: 17,535 shares; 2024Q4: 16,376 shares; 2025Q1: 15,555 shares; 2025Q2: 3,793 shares; 2025Q3: 3,751 shares; 2025Q4: 3,462 shares 3,462 $477K 0.07% -289 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: 3,158 shares; 2024Q4: 2,329 shares; 2025Q1: 2,255 shares; 2025Q2: 2,368 shares; 2025Q3: 2,046 shares; 2025Q4: 1,784 shares 1,784 $439K 0.06% -262 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: 316 shares; 2024Q4: 265 shares; 2025Q1: 265 shares; 2025Q2: 265 shares; 2025Q3: 265 shares; 2025Q4: 509 shares 509 $439K 0.06% +244 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: 649 shares; 2024Q4: 659 shares; 2025Q1: 671 shares; 2025Q2: 11,662 shares; 2025Q3: 11,544 shares; 2025Q4: 10,301 shares 10,301 $420K 0.06% -1,243 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,174 shares 25,174 $405K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,422 shares; 2025Q4: 5,982 shares 5,982 $400K 0.06% -440 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: 8,933 shares; 2024Q4: 8,377 shares; 2025Q1: 7,969 shares; 2025Q2: 5,160 shares; 2025Q3: 5,112 shares; 2025Q4: 2,304 shares 2,304 $400K 0.06% -2,808 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,236 shares; 2025Q4: 23,088 shares 23,088 $400K 0.06% -1,148 Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,400 shares; 2024Q4: 19,243 shares; 2025Q1: 18,492 shares; 2025Q2: 5,022 shares; 2025Q3: 4,741 shares; 2025Q4: 4,583 shares 4,583 $389K 0.05% -158 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: 27,008 shares; 2024Q4: 25,107 shares; 2025Q1: 23,952 shares; 2025Q2: 7,708 shares; 2025Q3: 7,635 shares; 2025Q4: 7,064 shares 7,064 $381K 0.05% -571 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,849 shares 3,849 $359K 0.05% new 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: 20,180 shares; 2024Q4: 18,806 shares; 2025Q1: 18,551 shares; 2025Q2: 18,488 shares; 2025Q3: 11,163 shares; 2025Q4: 6,520 shares 6,520 $351K 0.05% -4,643 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,355 shares; 2024Q4: 32,014 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,361 shares 15,361 $342K 0.05% new Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,111 shares; 2025Q4: 1,109 shares 1,109 $342K 0.05% -2 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 944 shares; 2025Q4: 923 shares 923 $323K 0.05% -21 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 546 shares; 2025Q3: 538 shares; 2025Q4: 534 shares 534 $302K 0.04% -4 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: not reported; 2024Q4: not reported; 2025Q1: 12,937 shares; 2025Q2: 13,140 shares; 2025Q3: 12,991 shares; 2025Q4: 2,983 shares 2,983 $284K 0.04% -10,008 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 846 shares; 2025Q4: 849 shares 849 $270K 0.04% +3 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: 1,647 shares; 2024Q4: 1,539 shares; 2025Q1: 2,712 shares; 2025Q2: 2,707 shares; 2025Q3: 2,668 shares; 2025Q4: 617 shares 617 $237K 0.03% -2,051 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,962 shares 3,962 $231K 0.03% new Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,450 shares; 2025Q3: 4,416 shares; 2025Q4: 4,237 shares 4,237 $231K 0.03% -179 Timeline DWX 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: 4,178 shares; 2024Q4: 4,094 shares; 2025Q1: 4,159 shares; 2025Q2: 3,790 shares; 2025Q3: 3,723 shares; 2025Q4: 3,590 shares 3,590 $158K 0.02% -133 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: 12,342 shares; 2024Q4: 11,467 shares; 2025Q1: 11,312 shares; 2025Q2: 11,318 shares; 2025Q3: 11,157 shares; 2025Q4: 1,155 shares 1,155 $77.6K 0.01% -10,002 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,765 shares; 2024Q4: 1,765 shares; 2025Q1: 1,765 shares; 2025Q2: 1,765 shares; 2025Q3: 1,765 shares; 2025Q4: 1,765 shares 1,765 $62.4K 0.01% 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: 883 shares; 2024Q4: 883 shares; 2025Q1: 883 shares; 2025Q2: 883 shares; 2025Q3: 883 shares; 2025Q4: 883 shares 883 $57.4K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 356 shares 356 $50.2K 0.01% new 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: 98 shares; 2024Q4: 98 shares; 2025Q1: 98 shares; 2025Q2: 98 shares; 2025Q3: 98 shares; 2025Q4: 98 shares 98 $47.8K 0.01% 0 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,330 shares; 2024Q4: 1,330 shares; 2025Q1: 1,330 shares; 2025Q2: 1,330 shares; 2025Q3: 1,330 shares; 2025Q4: 1,330 shares 1,330 $47.4K 0.01% 0 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,550 shares; 2024Q4: 1,550 shares; 2025Q1: 1,550 shares; 2025Q2: 1,550 shares; 2025Q3: 1,550 shares; 2025Q4: 1,033 shares 1,033 $45.1K 0.01% -517 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 334 shares; 2024Q4: 336 shares; 2025Q1: 339 shares; 2025Q2: 342 shares; 2025Q3: 344 shares; 2025Q4: 347 shares 347 $44K 0.01% +3 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,012 shares; 2024Q4: 52,663 shares; 2025Q1: 54,459 shares; 2025Q2: 56,412 shares; 2025Q3: 64,633 shares; 2025Q4: 228 shares 228 $35.3K <0.01% -64,405 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $27.5K <0.01% 0 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,145 shares; 2024Q4: 1,145 shares; 2025Q1: 1,145 shares; 2025Q2: 1,145 shares; 2025Q3: 1,145 shares; 2025Q4: 1,145 shares 1,145 $25.9K <0.01% 0 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 976 shares; 2024Q4: 976 shares; 2025Q1: 976 shares; 2025Q2: 976 shares; 2025Q3: 976 shares; 2025Q4: 976 shares 976 $25.9K <0.01% 0 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135 shares; 2024Q4: 135 shares; 2025Q1: 135 shares; 2025Q2: 135 shares; 2025Q3: 132 shares; 2025Q4: 132 shares 132 $25.2K <0.01% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,516 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 324 shares 324 $21.8K <0.01% new Timeline KMID VIRTUS ETF TR II More: the full row for VIRTUS ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 849 shares 849 $20.7K <0.01% new Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 409 shares; 2024Q4: 409 shares; 2025Q1: 409 shares; 2025Q2: 409 shares; 2025Q3: 409 shares; 2025Q4: 409 shares 409 $16.5K <0.01% 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: 56 shares; 2024Q4: 56 shares; 2025Q1: 56 shares; 2025Q2: 56 shares; 2025Q3: 56 shares; 2025Q4: 112 shares 112 $16.1K <0.01% +56 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 442 shares; 2024Q4: 442 shares; 2025Q1: 442 shares; 2025Q2: 442 shares; 2025Q3: 442 shares; 2025Q4: 442 shares 442 $15.3K <0.01% 0 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: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares 50 $14.4K <0.01% 0 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: 18 shares; 2024Q4: 18 shares; 2025Q1: 18 shares; 2025Q2: 18 shares; 2025Q3: 18 shares; 2025Q4: 18 shares 18 $11.3K <0.01% 0 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: 112 shares; 2024Q4: 112 shares; 2025Q1: 112 shares; 2025Q2: 112 shares; 2025Q3: 139 shares; 2025Q4: 139 shares 139 $10.3K <0.01% 0 Timeline XLY 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: 35 shares; 2024Q4: 35 shares; 2025Q1: 35 shares; 2025Q2: 35 shares; 2025Q3: 35 shares; 2025Q4: 70 shares 70 $8.36K <0.01% +35 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: 22 shares; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: 22 shares; 2025Q3: 22 shares; 2025Q4: 22 shares 22 $5.67K <0.01% 0 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH 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: not reported; 2025Q4: 115 shares 115 $5.11K <0.01% new Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51 shares; 2024Q4: 51 shares; 2025Q1: 51 shares; 2025Q2: 51 shares; 2025Q3: 51 shares; 2025Q4: 51 shares 51 $3.96K <0.01% 0 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: 12 shares; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 11 shares; 2025Q4: 11 shares 11 $3.19K <0.01% 0 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63 shares; 2024Q4: 63 shares; 2025Q1: 63 shares; 2025Q2: 63 shares; 2025Q3: 63 shares; 2025Q4: 63 shares 63 $3.19K <0.01% 0 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102 shares; 2024Q4: 102 shares; 2025Q1: 102 shares; 2025Q2: 102 shares; 2025Q3: 102 shares; 2025Q4: 102 shares 102 $3.12K <0.01% 0 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151 shares; 2024Q4: 122 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25 shares 25 $2.21K <0.01% new Timeline MICC MAGNUM ICE CREAM CO NV More: the full row for MAGNUM ICE CREAM CO NV 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: 114 shares 114 $1.8K <0.01% new Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 15 shares 15 $408 <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 0 shares 0 $0 0% new Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 0 shares 0 $0 0% new Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. 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: 56,519 shares; 2024Q4: 52,694 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 0 shares 0 $0 0% new Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 0 shares 0 $0 0% new Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 0 shares 0 $0 0% new Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 0 shares 0 $0 0% new Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 0 shares 0 $0 0% new Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 0 shares 0 $0 0% new Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 0 shares 0 $0 0% new Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Timeline SLYV 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: 0 shares 0 $0 0% new Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 0 shares 0 $0 0% new Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 0 shares 0 $0 0% new Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 0 shares 0 $0 0% new Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 0 shares 0 $0 0% new Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. 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: 8,780 shares; 2024Q4: 8,176 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 0 shares 0 $0 0% new Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 0 shares 0 $0 0% new Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. 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: not reported; 2025Q4: 0 shares 0 $0 0% new Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 0 shares 0 $0 0% new Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 0 shares 0 $0 0% new Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 0 shares 0 $0 0% new Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Timeline AYI ACUITY INC More: the full row for ACUITY 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: 0 shares 0 $0 0% new Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Timeline ALC ALCON AG More: the full row for ALCON AG 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: 0 shares 0 $0 0% new Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Timeline TER TERADYNE INC More: the full row for TERADYNE 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: 0 shares 0 $0 0% new Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 0 shares 0 $0 0% new Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 0 shares 0 $0 0% new Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING 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: not reported; 2025Q4: 0 shares 0 $0 0% new Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. 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: 39,705 shares; 2024Q4: 35,984 shares; 2025Q1: 37,072 shares; 2025Q2: 37,805 shares; 2025Q3: 39,049 shares; 2025Q4: 0 shares 0 $0 0% -39,049 Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Timeline KEX KIRBY CORP More: the full row for KIRBY 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: 0 shares 0 $0 0% new Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Timeline URNM SPROTT FDS TR More: the full row for SPROTT FDS 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: 58,163 shares; 2025Q2: 56,956 shares; 2025Q3: 43,729 shares; 2025Q4: 0 shares 0 $0 0% -43,729 Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Timeline FG F&G ANNUITIES & LIFE INC More: the full row for F&G ANNUITIES & LIFE 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: 0 shares 0 $0 0% new Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Timeline