AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 27,795 shares; 2025Q1: 27,362 shares; 2025Q2: 28,553 shares; 2025Q3: 28,398 shares; 2025Q4: 28,803 shares 28,803 $7.83M 5.68% +405 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 30,773 shares; 2025Q1: 31,573 shares; 2025Q2: 32,222 shares; 2025Q3: 32,053 shares; 2025Q4: 31,510 shares 31,510 $5.88M 4.26% -543 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,331 shares; 2025Q1: 10,471 shares; 2025Q2: 10,454 shares; 2025Q3: 10,757 shares; 2025Q4: 10,894 shares 10,894 $5.27M 3.82% +137 Timeline GJUN 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 loaded; 2024Q4: 27,050 shares; 2025Q1: 26,769 shares; 2025Q2: 157,253 shares; 2025Q3: 102,631 shares; 2025Q4: 105,166 shares 105,166 $4.16M 3.02% +2,535 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,304 shares; 2025Q1: 12,504 shares; 2025Q2: 12,979 shares; 2025Q3: 17,659 shares; 2025Q4: 17,868 shares 17,868 $4.12M 2.99% +209 Timeline FJUN 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 93,083 shares; 2025Q3: 65,756 shares; 2025Q4: 67,532 shares 67,532 $3.85M 2.8% +1,776 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 30,357 shares; 2025Q1: 30,619 shares; 2025Q2: 32,057 shares; 2025Q3: 31,537 shares; 2025Q4: 31,725 shares 31,725 $2.96M 2.14% +188 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,869 shares; 2025Q1: 7,147 shares; 2025Q2: 7,461 shares; 2025Q3: 7,448 shares; 2025Q4: 7,671 shares 7,671 $2.65M 1.93% +223 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 loaded; 2024Q4: 20,281 shares; 2025Q1: 20,244 shares; 2025Q2: 21,773 shares; 2025Q3: 22,034 shares; 2025Q4: 21,910 shares 21,910 $2.56M 1.85% -124 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,364 shares; 2025Q1: 7,900 shares; 2025Q2: 7,731 shares; 2025Q3: 7,690 shares; 2025Q4: 7,933 shares 7,933 $2.48M 1.8% +243 Timeline QMMY 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 191,316 shares; 2025Q3: 73,249 shares; 2025Q4: 76,051 shares 76,051 $1.9M 1.38% +2,802 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,686 shares; 2025Q1: 1,888 shares; 2025Q2: 3,285 shares; 2025Q3: 5,258 shares; 2025Q4: 5,257 shares 5,257 $1.8M 1.31% -1 Timeline GJUL 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 loaded; 2024Q4: 41,174 shares; 2025Q1: 40,950 shares; 2025Q2: 42,235 shares; 2025Q3: 42,270 shares; 2025Q4: 43,032 shares 43,032 $1.78M 1.29% +762 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,951 shares; 2025Q1: 2,111 shares; 2025Q2: 2,279 shares; 2025Q3: 2,673 shares; 2025Q4: 2,674 shares 2,674 $1.76M 1.28% +1 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: not loaded; 2024Q4: 13,173 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,650 shares; 2025Q4: 13,678 shares 13,678 $1.69M 1.22% +28 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 loaded; 2024Q4: 20,791 shares; 2025Q1: 20,775 shares; 2025Q2: not reported; 2025Q3: 26,552 shares; 2025Q4: 26,819 shares 26,819 $1.63M 1.18% +267 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,453 shares; 2025Q1: 8,389 shares; 2025Q2: 8,337 shares; 2025Q3: 7,709 shares; 2025Q4: 7,843 shares 7,843 $1.61M 1.17% +134 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: not loaded; 2024Q4: 2,504 shares; 2025Q1: 2,396 shares; 2025Q2: not reported; 2025Q3: 2,301 shares; 2025Q4: 2,318 shares 2,318 $1.59M 1.15% +17 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: not loaded; 2024Q4: 6,707 shares; 2025Q1: 6,828 shares; 2025Q2: not reported; 2025Q3: 7,674 shares; 2025Q4: 7,695 shares 7,695 $1.53M 1.11% +21 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: not loaded; 2024Q4: 3,227 shares; 2025Q1: 3,483 shares; 2025Q2: 1,218 shares; 2025Q3: 7,135 shares; 2025Q4: 7,109 shares 7,109 $1.51M 1.09% -26 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,447 shares; 2025Q1: 3,308 shares; 2025Q2: 4,767 shares; 2025Q3: 4,867 shares; 2025Q4: 4,945 shares 4,945 $1.5M 1.09% +78 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,751 shares; 2025Q1: 4,810 shares; 2025Q2: 4,737 shares; 2025Q3: 4,253 shares; 2025Q4: 4,269 shares 4,269 $1.5M 1.09% +16 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: not loaded; 2024Q4: 8,521 shares; 2025Q1: 8,745 shares; 2025Q2: 8,886 shares; 2025Q3: 8,984 shares; 2025Q4: 9,203 shares 9,203 $1.5M 1.09% +219 Timeline YSEP 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 156,688 shares; 2025Q3: 54,532 shares; 2025Q4: 55,590 shares 55,590 $1.45M 1.05% +1,058 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,278 shares; 2025Q1: 15,982 shares; 2025Q2: 17,537 shares; 2025Q3: 17,881 shares; 2025Q4: 17,790 shares 17,790 $1.41M 1.02% -91 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 loaded; 2024Q4: 20,091 shares; 2025Q1: 19,035 shares; 2025Q2: 11,694 shares; 2025Q3: 19,062 shares; 2025Q4: 19,078 shares 19,078 $1.36M 0.99% +16 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,826 shares; 2025Q1: 14,886 shares; 2025Q2: 15,389 shares; 2025Q3: 14,936 shares; 2025Q4: 15,175 shares 15,175 $1.33M 0.96% +239 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: not loaded; 2024Q4: 24,624 shares; 2025Q1: 30,214 shares; 2025Q2: 8,083 shares; 2025Q3: 36,523 shares; 2025Q4: 37,520 shares 37,520 $1.3M 0.95% +997 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,233 shares; 2025Q4: 4,092 shares 4,092 $1.28M 0.93% -141 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,591 shares; 2025Q1: 2,468 shares; 2025Q2: 2,552 shares; 2025Q3: 2,521 shares; 2025Q4: 2,539 shares 2,539 $1.28M 0.93% +18 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,918 shares; 2025Q1: 3,894 shares; 2025Q2: 3,957 shares; 2025Q3: 3,957 shares; 2025Q4: 3,948 shares 3,948 $1.27M 0.92% -9 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,438 shares; 2025Q1: 4,619 shares; 2025Q2: 4,736 shares; 2025Q3: 4,207 shares; 2025Q4: 4,290 shares 4,290 $1.26M 0.91% +83 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 loaded; 2024Q4: 3,985 shares; 2025Q1: 4,689 shares; 2025Q2: 9,902 shares; 2025Q3: 15,880 shares; 2025Q4: 17,916 shares 17,916 $1.2M 0.87% +2,036 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: not loaded; 2024Q4: 16,343 shares; 2025Q1: 17,427 shares; 2025Q2: 9,962 shares; 2025Q3: 16,573 shares; 2025Q4: 16,999 shares 16,999 $1.18M 0.86% +426 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 597 shares; 2025Q1: 607 shares; 2025Q2: 127 shares; 2025Q3: 541 shares; 2025Q4: 537 shares 537 $1.15M 0.84% -4 Timeline GSEP 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,671 shares 29,671 $1.15M 0.83% new Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,233 shares; 2025Q1: 14,746 shares; 2025Q2: 14,508 shares; 2025Q3: 14,391 shares; 2025Q4: 14,605 shares 14,605 $1.13M 0.82% +214 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: not loaded; 2024Q4: 12,996 shares; 2025Q1: 13,321 shares; 2025Q2: 13,835 shares; 2025Q3: 14,765 shares; 2025Q4: 15,173 shares 15,173 $1.11M 0.81% +408 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,280 shares; 2025Q1: 1,263 shares; 2025Q2: 1,022 shares; 2025Q3: 1,023 shares; 2025Q4: 1,007 shares 1,007 $1.08M 0.78% -16 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,756 shares; 2025Q1: 12,079 shares; 2025Q2: 12,124 shares; 2025Q3: 12,085 shares; 2025Q4: 12,040 shares 12,040 $1.08M 0.78% -45 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,077 shares; 2025Q1: 1,074 shares; 2025Q2: 1,103 shares; 2025Q3: 1,089 shares; 2025Q4: 11,278 shares 11,278 $1.06M 0.77% +10,189 Timeline QJUN 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 loaded; 2024Q4: 27,936 shares; 2025Q1: 28,516 shares; 2025Q2: 30,217 shares; 2025Q3: 29,914 shares; 2025Q4: 31,649 shares 31,649 $1.01M 0.73% +1,735 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 loaded; 2024Q4: 10,201 shares; 2025Q1: 10,883 shares; 2025Q2: 9,080 shares; 2025Q3: 10,229 shares; 2025Q4: 10,455 shares 10,455 $1M 0.73% +226 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,429 shares; 2025Q1: 6,930 shares; 2025Q2: 5,668 shares; 2025Q3: 5,362 shares; 2025Q4: 5,449 shares 5,449 $999K 0.72% +87 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,222 shares; 2025Q1: 5,800 shares; 2025Q2: not reported; 2025Q3: 3,353 shares; 2025Q4: 3,323 shares 3,323 $948K 0.69% -30 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: not loaded; 2024Q4: 4,709 shares; 2025Q1: 5,327 shares; 2025Q2: 5,277 shares; 2025Q3: 5,389 shares; 2025Q4: 5,712 shares 5,712 $925K 0.67% +323 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,370 shares; 2025Q1: 2,814 shares; 2025Q2: 2,871 shares; 2025Q3: 2,919 shares; 2025Q4: 2,970 shares 2,970 $915K 0.66% +51 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,641 shares; 2025Q4: 4,499 shares 4,499 $873K 0.63% -142 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 18,878 shares; 2025Q1: 17,751 shares; 2025Q2: 17,067 shares; 2025Q3: 13,648 shares; 2025Q4: 13,985 shares 13,985 $792K 0.57% +337 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: not loaded; 2024Q4: 19,591 shares; 2025Q1: 14,721 shares; 2025Q2: 8,987 shares; 2025Q3: 9,470 shares; 2025Q4: 9,530 shares 9,530 $775K 0.56% +60 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: not loaded; 2024Q4: 3,135 shares; 2025Q1: 4,006 shares; 2025Q2: 3,989 shares; 2025Q3: 3,904 shares; 2025Q4: 3,723 shares 3,723 $761K 0.55% -181 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,314 shares; 2025Q1: 10,168 shares; 2025Q2: 10,396 shares; 2025Q3: 10,769 shares; 2025Q4: 11,394 shares 11,394 $757K 0.55% +625 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 6,093 shares; 2025Q2: 5,547 shares; 2025Q3: 5,384 shares; 2025Q4: 5,680 shares 5,680 $754K 0.55% +296 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 865 shares; 2025Q1: 865 shares; 2025Q2: 865 shares; 2025Q3: 865 shares; 2025Q4: 865 shares 865 $746K 0.54% 0 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,242 shares; 2025Q1: 3,980 shares; 2025Q2: 3,944 shares; 2025Q3: 3,964 shares; 2025Q4: 4,041 shares 4,041 $729K 0.53% +77 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 46,416 shares; 2025Q1: 46,007 shares; 2025Q2: 42,424 shares; 2025Q3: 15,742 shares; 2025Q4: 15,561 shares 15,561 $724K 0.53% -181 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: not loaded; 2024Q4: 4,115 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,649 shares 3,649 $697K 0.51% new Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,251 shares; 2025Q1: 1,048 shares; 2025Q2: 907 shares; 2025Q3: 841 shares; 2025Q4: 847 shares 847 $695K 0.5% +6 Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 21,157 shares; 2025Q2: 20,252 shares; 2025Q3: 20,788 shares; 2025Q4: 13,986 shares 13,986 $673K 0.49% -6,802 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 loaded; 2024Q4: 22,485 shares; 2025Q1: 32,646 shares; 2025Q2: 31,358 shares; 2025Q3: 26,896 shares; 2025Q4: 25,896 shares 25,896 $663K 0.48% -1,000 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 965 shares; 2025Q4: 977 shares 977 $658K 0.48% +12 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,530 shares; 2025Q3: 6,396 shares; 2025Q4: 6,391 shares 6,391 $650K 0.47% -5 Timeline BAI 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,388 shares; 2025Q4: 19,440 shares 19,440 $647K 0.47% +52 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,951 shares; 2025Q1: 13,122 shares; 2025Q2: 13,246 shares; 2025Q3: 13,373 shares; 2025Q4: 13,290 shares 13,290 $644K 0.47% -83 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,949 shares; 2025Q1: 16,411 shares; 2025Q2: 16,088 shares; 2025Q3: 16,350 shares; 2025Q4: 15,649 shares 15,649 $637K 0.46% -701 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: not loaded; 2024Q4: 16,538 shares; 2025Q1: 13,071 shares; 2025Q2: 9,748 shares; 2025Q3: 6,997 shares; 2025Q4: 7,160 shares 7,160 $613K 0.44% +163 Timeline THRO 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,993 shares; 2025Q3: 15,731 shares; 2025Q4: 15,861 shares 15,861 $612K 0.44% +130 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 24,140 shares; 2025Q1: 22,988 shares; 2025Q2: 21,836 shares; 2025Q3: 22,148 shares; 2025Q4: 22,236 shares 22,236 $610K 0.44% +88 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,100 shares; 2025Q1: 6,369 shares; 2025Q2: 6,647 shares; 2025Q3: 6,592 shares; 2025Q4: 6,626 shares 6,626 $609K 0.44% +34 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 loaded; 2024Q4: 7,176 shares; 2025Q1: 7,176 shares; 2025Q2: 7,176 shares; 2025Q3: 7,176 shares; 2025Q4: 7,176 shares 7,176 $576K 0.42% 0 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 loaded; 2024Q4: 12,489 shares; 2025Q1: 10,439 shares; 2025Q2: 10,418 shares; 2025Q3: 10,392 shares; 2025Q4: 10,782 shares 10,782 $569K 0.41% +390 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,362 shares; 2025Q1: 7,386 shares; 2025Q2: 5,689 shares; 2025Q3: 6,794 shares; 2025Q4: 6,900 shares 6,900 $566K 0.41% +106 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,400 shares; 2025Q1: 5,400 shares; 2025Q2: 5,400 shares; 2025Q3: 5,400 shares; 2025Q4: 5,400 shares 5,400 $562K 0.41% 0 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: not loaded; 2024Q4: 17,744 shares; 2025Q1: 23,107 shares; 2025Q2: 19,098 shares; 2025Q3: 22,404 shares; 2025Q4: 18,505 shares 18,505 $553K 0.4% -3,899 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: not loaded; 2024Q4: not reported; 2025Q1: 11,423 shares; 2025Q2: not reported; 2025Q3: 23,058 shares; 2025Q4: 22,917 shares 22,917 $550K 0.4% -141 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,478 shares; 2025Q1: 4,480 shares; 2025Q2: 4,800 shares; 2025Q3: 4,874 shares; 2025Q4: 4,874 shares 4,874 $543K 0.39% 0 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 loaded; 2024Q4: 10,564 shares; 2025Q1: not reported; 2025Q2: 6,631 shares; 2025Q3: 6,609 shares; 2025Q4: 10,734 shares 10,734 $543K 0.39% +4,125 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,183 shares; 2025Q1: 761 shares; 2025Q2: 779 shares; 2025Q3: 789 shares; 2025Q4: 814 shares 814 $539K 0.39% +25 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: not loaded; 2024Q4: 1,890 shares; 2025Q1: 1,579 shares; 2025Q2: 1,575 shares; 2025Q3: 1,822 shares; 2025Q4: 3,618 shares 3,618 $521K 0.38% +1,796 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: not loaded; 2024Q4: 905 shares; 2025Q1: 905 shares; 2025Q2: 905 shares; 2025Q3: 905 shares; 2025Q4: 905 shares 905 $518K 0.38% 0 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 637 shares; 2025Q1: 578 shares; 2025Q2: 553 shares; 2025Q3: 466 shares; 2025Q4: 481 shares 481 $515K 0.37% +15 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 4,193 shares; 2025Q2: 4,276 shares; 2025Q3: 6,319 shares; 2025Q4: 6,301 shares 6,301 $511K 0.37% -18 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,992 shares; 2025Q1: 11,096 shares; 2025Q2: 11,065 shares; 2025Q3: 20,219 shares; 2025Q4: 20,355 shares 20,355 $507K 0.37% +136 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: not loaded; 2024Q4: 13,490 shares; 2025Q1: 10,200 shares; 2025Q2: not reported; 2025Q3: 11,707 shares; 2025Q4: 11,866 shares 11,866 $492K 0.36% +159 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,410 shares; 2025Q1: 1,393 shares; 2025Q2: 1,421 shares; 2025Q3: 1,442 shares; 2025Q4: 1,484 shares 1,484 $488K 0.35% +42 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,468 shares; 2025Q1: 2,468 shares; 2025Q2: 2,469 shares; 2025Q3: 2,592 shares; 2025Q4: 2,501 shares 2,501 $487K 0.35% -91 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,015 shares; 2025Q3: 12,917 shares; 2025Q4: 12,886 shares 12,886 $467K 0.34% -31 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 932 shares; 2025Q4: 948 shares 948 $459K 0.33% +16 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: not loaded; 2024Q4: 994 shares; 2025Q1: 1,474 shares; 2025Q2: 1,460 shares; 2025Q3: 1,368 shares; 2025Q4: 1,450 shares 1,450 $453K 0.33% +82 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,894 shares; 2025Q1: 9,748 shares; 2025Q2: 9,558 shares; 2025Q3: 6,195 shares; 2025Q4: 5,458 shares 5,458 $453K 0.33% -737 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20,008 shares; 2025Q1: 20,225 shares; 2025Q2: 7,066 shares; 2025Q3: 7,423 shares; 2025Q4: 7,500 shares 7,500 $451K 0.33% +77 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: not loaded; 2024Q4: 1,738 shares; 2025Q1: 1,738 shares; 2025Q2: 1,738 shares; 2025Q3: 1,738 shares; 2025Q4: 1,738 shares 1,738 $447K 0.32% 0 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,335 shares; 2025Q1: 1,335 shares; 2025Q2: 1,353 shares; 2025Q3: 1,365 shares; 2025Q4: 1,293 shares 1,293 $445K 0.32% -72 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 loaded; 2024Q4: 9,037 shares; 2025Q1: 10,131 shares; 2025Q2: 10,138 shares; 2025Q3: 10,028 shares; 2025Q4: 10,158 shares 10,158 $443K 0.32% +130 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,496 shares; 2025Q3: 9,082 shares; 2025Q4: 9,764 shares 9,764 $441K 0.32% +682 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 loaded; 2024Q4: 8,156 shares; 2025Q1: 7,960 shares; 2025Q2: 8,128 shares; 2025Q3: 7,858 shares; 2025Q4: 8,045 shares 8,045 $439K 0.32% +187 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: not loaded; 2024Q4: 1,175 shares; 2025Q1: 2,798 shares; 2025Q2: 1,425 shares; 2025Q3: 2,473 shares; 2025Q4: 2,216 shares 2,216 $432K 0.31% -257 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,367 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,712 shares; 2025Q4: 1,718 shares 1,718 $430K 0.31% +6 Timeline HYGW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 13,160 shares; 2025Q2: 12,384 shares; 2025Q3: 13,262 shares; 2025Q4: 13,840 shares 13,840 $413K 0.3% +578 Timeline TECK TECK RESOURCES LTD More: the full row for TECK RESOURCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,440 shares; 2025Q4: 8,542 shares 8,542 $409K 0.3% +102 Timeline BALI 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,380 shares; 2025Q4: 12,857 shares 12,857 $407K 0.3% +477 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 loaded; 2024Q4: 4,961 shares; 2025Q1: 3,395 shares; 2025Q2: 3,393 shares; 2025Q3: 3,429 shares; 2025Q4: 3,499 shares 3,499 $403K 0.29% +70 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,482 shares; 2025Q1: 2,484 shares; 2025Q2: 2,485 shares; 2025Q3: 2,487 shares; 2025Q4: 2,778 shares 2,778 $399K 0.29% +291 Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,115 shares; 2025Q1: 3,118 shares; 2025Q2: 3,065 shares; 2025Q3: 3,057 shares; 2025Q4: 2,961 shares 2,961 $398K 0.29% -96 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,719 shares; 2025Q1: 5,031 shares; 2025Q2: not reported; 2025Q3: 4,218 shares; 2025Q4: 4,325 shares 4,325 $382K 0.28% +107 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,809 shares; 2025Q1: 1,800 shares; 2025Q2: 1,802 shares; 2025Q3: 1,804 shares; 2025Q4: 1,805 shares 1,805 $374K 0.27% +1 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,049 shares; 2025Q1: 1,049 shares; 2025Q2: 1,006 shares; 2025Q3: 1,006 shares; 2025Q4: 1,006 shares 1,006 $372K 0.27% 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: not loaded; 2024Q4: 6,440 shares; 2025Q1: 6,397 shares; 2025Q2: 4,600 shares; 2025Q3: 2,936 shares; 2025Q4: 3,005 shares 3,005 $360K 0.26% +69 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,001 shares; 2025Q3: 7,041 shares; 2025Q4: 7,115 shares 7,115 $356K 0.26% +74 Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,411 shares; 2025Q4: 7,745 shares 7,745 $354K 0.26% +334 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,831 shares; 2025Q1: 8,159 shares; 2025Q2: 8,244 shares; 2025Q3: 4,756 shares; 2025Q4: 4,832 shares 4,832 $353K 0.26% +76 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: not loaded; 2024Q4: 12,965 shares; 2025Q1: 18,255 shares; 2025Q2: not reported; 2025Q3: 22,425 shares; 2025Q4: 15,792 shares 15,792 $352K 0.26% -6,633 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: not loaded; 2024Q4: not reported; 2025Q1: 3,567 shares; 2025Q2: not reported; 2025Q3: 4,283 shares; 2025Q4: 3,366 shares 3,366 $345K 0.25% -917 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,448 shares; 2025Q4: 6,382 shares 6,382 $344K 0.25% -66 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 21,653 shares; 2025Q2: not reported; 2025Q3: 18,932 shares; 2025Q4: 13,956 shares 13,956 $338K 0.25% -4,976 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 loaded; 2024Q4: 1,084 shares; 2025Q1: 1,345 shares; 2025Q2: not reported; 2025Q3: 1,437 shares; 2025Q4: 1,457 shares 1,457 $334K 0.24% +20 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $318K 0.23% 0 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 loaded; 2024Q4: 5,196 shares; 2025Q1: 4,872 shares; 2025Q2: 3,380 shares; 2025Q3: 3,324 shares; 2025Q4: 3,340 shares 3,340 $318K 0.23% +16 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,442 shares; 2025Q4: 1,452 shares 1,452 $312K 0.23% +10 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 loaded; 2024Q4: 3,287 shares; 2025Q1: 3,254 shares; 2025Q2: 3,271 shares; 2025Q3: 1,348 shares; 2025Q4: 1,232 shares 1,232 $309K 0.22% -116 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,250 shares; 2025Q4: 1,262 shares 1,262 $309K 0.22% +12 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 781 shares; 2025Q1: 668 shares; 2025Q2: 613 shares; 2025Q3: 337 shares; 2025Q4: 344 shares 344 $302K 0.22% +7 Timeline STM STMICROELECTRONICS N V More: the full row for STMICROELECTRONICS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,406 shares; 2025Q3: 13,818 shares; 2025Q4: 11,606 shares 11,606 $301K 0.22% -2,212 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,537 shares; 2025Q1: 2,540 shares; 2025Q2: 2,465 shares; 2025Q3: 2,467 shares; 2025Q4: 2,469 shares 2,469 $297K 0.22% +2 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: not loaded; 2024Q4: 210 shares; 2025Q1: 212 shares; 2025Q2: 244 shares; 2025Q3: 216 shares; 2025Q4: 219 shares 219 $291K 0.21% +3 Timeline EMLC 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,804 shares 10,804 $279K 0.2% new 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: not loaded; 2024Q4: 8,450 shares; 2025Q1: 7,982 shares; 2025Q2: not reported; 2025Q3: 12,100 shares; 2025Q4: 9,931 shares 9,931 $278K 0.2% -2,169 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,815 shares; 2025Q1: 1,819 shares; 2025Q2: 1,781 shares; 2025Q3: 1,859 shares; 2025Q4: 1,865 shares 1,865 $278K 0.2% +6 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 633 shares; 2025Q1: 479 shares; 2025Q2: not reported; 2025Q3: 479 shares; 2025Q4: 479 shares 479 $278K 0.2% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 646 shares; 2025Q1: 519 shares; 2025Q2: 548 shares; 2025Q3: 522 shares; 2025Q4: 530 shares 530 $277K 0.2% +8 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,862 shares; 2025Q1: 1,863 shares; 2025Q2: 1,923 shares; 2025Q3: 1,898 shares; 2025Q4: 1,899 shares 1,899 $272K 0.2% +1 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,537 shares; 2025Q1: 1,539 shares; 2025Q2: 1,540 shares; 2025Q3: 1,542 shares; 2025Q4: 1,473 shares 1,473 $268K 0.19% -69 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: not loaded; 2024Q4: 4,063 shares; 2025Q1: 5,054 shares; 2025Q2: 3,655 shares; 2025Q3: 3,665 shares; 2025Q4: 3,774 shares 3,774 $262K 0.19% +109 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,361 shares; 2025Q1: 3,361 shares; 2025Q2: 3,363 shares; 2025Q3: 3,756 shares; 2025Q4: 3,710 shares 3,710 $259K 0.19% -46 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,258 shares; 2025Q2: not reported; 2025Q3: 2,326 shares; 2025Q4: 2,498 shares 2,498 $257K 0.19% +172 Timeline BDYN 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,704 shares; 2025Q4: 9,916 shares 9,916 $254K 0.18% +212 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,904 shares; 2025Q1: 5,893 shares; 2025Q2: 3,137 shares; 2025Q3: 1,937 shares; 2025Q4: 1,973 shares 1,973 $252K 0.18% +36 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: not loaded; 2024Q4: 1,145 shares; 2025Q1: 1,145 shares; 2025Q2: 1,145 shares; 2025Q3: 1,145 shares; 2025Q4: 1,145 shares 1,145 $252K 0.18% 0 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,103 shares; 2025Q4: 4,179 shares 4,179 $251K 0.18% +76 Timeline REXR REXFORD INDL RLTY INC More: the full row for REXFORD INDL RLTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,500 shares; 2025Q4: 6,415 shares 6,415 $248K 0.18% -85 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,292 shares; 2025Q1: 10,292 shares; 2025Q2: not reported; 2025Q3: 7,549 shares; 2025Q4: 7,549 shares 7,549 $246K 0.18% 0 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 601 shares; 2025Q4: 583 shares 583 $246K 0.18% -18 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,608 shares; 2025Q3: 2,537 shares; 2025Q4: 2,569 shares 2,569 $245K 0.18% +32 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 751 shares; 2025Q2: 726 shares; 2025Q3: 726 shares; 2025Q4: 726 shares 726 $244K 0.18% 0 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,233 shares; 2025Q4: 3,296 shares 3,296 $239K 0.17% +63 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 494 shares; 2025Q3: 494 shares; 2025Q4: 494 shares 494 $234K 0.17% 0 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,850 shares; 2025Q1: 2,850 shares; 2025Q2: 2,850 shares; 2025Q3: 2,850 shares; 2025Q4: 2,850 shares 2,850 $234K 0.17% 0 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: not loaded; 2024Q4: not reported; 2025Q1: 4,381 shares; 2025Q2: not reported; 2025Q3: 2,611 shares; 2025Q4: 2,054 shares 2,054 $234K 0.17% -557 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,838 shares; 2025Q1: 1,838 shares; 2025Q2: 1,838 shares; 2025Q3: 1,838 shares; 2025Q4: 1,838 shares 1,838 $230K 0.17% 0 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,311 shares; 2025Q1: 1,559 shares; 2025Q2: not reported; 2025Q3: 1,518 shares; 2025Q4: 1,579 shares 1,579 $227K 0.16% +61 Timeline GMAY 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 127,580 shares; 2025Q3: 5,336 shares; 2025Q4: 5,336 shares 5,336 $220K 0.16% 0 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,538 shares; 2025Q4: 1,699 shares 1,699 $217K 0.16% -839 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,335 shares 1,335 $216K 0.16% new 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,589 shares; 2025Q4: 7,652 shares 7,652 $213K 0.15% -2,937 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 576 shares; 2025Q4: 355 shares 355 $206K 0.15% -221 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,026 shares; 2025Q4: 830 shares 830 $201K 0.15% -196 Timeline CNH CNH INDL N V More: the full row for CNH INDL N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,827 shares; 2025Q1: 29,997 shares; 2025Q2: not reported; 2025Q3: 18,164 shares; 2025Q4: 13,420 shares 13,420 $124K 0.09% -4,744 Timeline