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: restricted; 2024Q4: 365,066 shares; 2025Q1: 365,321 shares; 2025Q2: 357,736 shares; 2025Q3: 352,495 shares; 2025Q4: 346,058 shares 346,058 $108M 6.93% -6,437 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: restricted; 2024Q4: 404,041 shares; 2025Q1: 401,625 shares; 2025Q2: 394,491 shares; 2025Q3: 388,900 shares; 2025Q4: 378,060 shares 378,060 $103M 6.57% -10,840 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: restricted; 2024Q4: 493,413 shares; 2025Q1: 479,269 shares; 2025Q2: 447,984 shares; 2025Q3: 437,790 shares; 2025Q4: 476,882 shares 476,882 $88.9M 5.69% +39,092 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: restricted; 2024Q4: 197,782 shares; 2025Q1: 199,953 shares; 2025Q2: 171,265 shares; 2025Q3: 168,087 shares; 2025Q4: 167,441 shares 167,441 $81M 5.18% -646 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 755,387 shares; 2025Q1: 1,352,137 shares; 2025Q2: 1,343,741 shares; 2025Q3: 1,402,872 shares; 2025Q4: 1,456,617 shares 1,456,617 $78.8M 5.04% +53,745 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: restricted; 2024Q4: 351,215 shares; 2025Q1: 352,752 shares; 2025Q2: 343,956 shares; 2025Q3: 339,527 shares; 2025Q4: 337,227 shares 337,227 $77.8M 4.98% -2,300 Timeline TIP 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: restricted; 2024Q4: 429,183 shares; 2025Q1: 458,115 shares; 2025Q2: 457,224 shares; 2025Q3: 443,375 shares; 2025Q4: 460,411 shares 460,411 $50.6M 3.24% +17,036 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: restricted; 2024Q4: 125,920 shares; 2025Q1: 126,062 shares; 2025Q2: 123,989 shares; 2025Q3: 121,540 shares; 2025Q4: 119,858 shares 119,858 $42M 2.69% -1,682 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 38,107 shares; 2025Q1: 38,578 shares; 2025Q2: 38,135 shares; 2025Q3: 37,223 shares; 2025Q4: 30,664 shares 30,664 $37.3M 2.38% -6,559 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 243,683 shares; 2025Q1: 244,450 shares; 2025Q2: 238,004 shares; 2025Q3: 234,070 shares; 2025Q4: 233,330 shares 233,330 $36M 2.3% -740 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: restricted; 2024Q4: 38,573 shares; 2025Q1: 38,662 shares; 2025Q2: 38,294 shares; 2025Q3: 37,783 shares; 2025Q4: 37,244 shares 37,244 $32.1M 2.05% -539 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 63,807 shares; 2025Q1: 65,300 shares; 2025Q2: 65,064 shares; 2025Q3: 71,843 shares; 2025Q4: 80,154 shares 80,154 $31.8M 2.03% +8,311 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: restricted; 2024Q4: 93,805 shares; 2025Q1: 94,046 shares; 2025Q2: 94,334 shares; 2025Q3: 92,591 shares; 2025Q4: 95,821 shares 95,821 $30.9M 1.97% +3,230 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 35,609 shares; 2025Q1: 36,372 shares; 2025Q2: 36,314 shares; 2025Q3: 35,757 shares; 2025Q4: 36,144 shares 36,144 $29.3M 1.87% +387 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: restricted; 2024Q4: 135,415 shares; 2025Q1: 137,698 shares; 2025Q2: 137,375 shares; 2025Q3: 134,408 shares; 2025Q4: 132,173 shares 132,173 $29M 1.86% -2,235 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 456,086 shares; 2025Q1: 443,925 shares; 2025Q2: 449,830 shares; 2025Q3: 448,658 shares; 2025Q4: 455,248 shares 455,248 $27.8M 1.78% +6,590 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: restricted; 2024Q4: 87,156 shares; 2025Q1: 84,501 shares; 2025Q2: 84,256 shares; 2025Q3: 84,150 shares; 2025Q4: 83,870 shares 83,870 $24.8M 1.59% -280 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: restricted; 2024Q4: 308,115 shares; 2025Q1: 303,420 shares; 2025Q2: 298,243 shares; 2025Q3: 295,201 shares; 2025Q4: 293,802 shares 293,802 $23.8M 1.53% -1,399 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: restricted; 2024Q4: 291,514 shares; 2025Q1: 294,608 shares; 2025Q2: 293,180 shares; 2025Q3: 287,533 shares; 2025Q4: 285,710 shares 285,710 $22.9M 1.47% -1,823 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 79,669 shares; 2025Q1: 79,824 shares; 2025Q2: 78,717 shares; 2025Q3: 76,829 shares; 2025Q4: 75,965 shares 75,965 $19.7M 1.26% -864 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: restricted; 2024Q4: 85,453 shares; 2025Q1: 83,729 shares; 2025Q2: 69,382 shares; 2025Q3: 68,372 shares; 2025Q4: 67,570 shares 67,570 $18.3M 1.17% -802 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: restricted; 2024Q4: 54,574 shares; 2025Q1: 54,408 shares; 2025Q2: 54,408 shares; 2025Q3: 54,413 shares; 2025Q4: 57,412 shares 57,412 $18M 1.15% +2,999 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: restricted; 2024Q4: 80,108 shares; 2025Q1: 80,080 shares; 2025Q2: 82,504 shares; 2025Q3: 79,237 shares; 2025Q4: 77,809 shares 77,809 $17.8M 1.14% -1,428 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,188 shares; 2025Q3: 16,121 shares; 2025Q4: 16,121 shares 16,121 $17.2M 1.1% 0 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,076 shares; 2025Q1: 26,691 shares; 2025Q2: 27,187 shares; 2025Q3: 27,031 shares; 2025Q4: 26,881 shares 26,881 $16.3M 1.04% -150 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: restricted; 2024Q4: 63,429 shares; 2025Q1: 65,062 shares; 2025Q2: 64,768 shares; 2025Q3: 61,911 shares; 2025Q4: 59,868 shares 59,868 $16.1M 1.03% -2,043 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 83,662 shares; 2025Q1: 84,342 shares; 2025Q2: 83,836 shares; 2025Q3: 80,634 shares; 2025Q4: 78,788 shares 78,788 $16M 1.02% -1,846 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: restricted; 2024Q4: 137,374 shares; 2025Q1: 136,758 shares; 2025Q2: 131,833 shares; 2025Q3: 129,802 shares; 2025Q4: 127,390 shares 127,390 $15.3M 0.98% -2,412 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: restricted; 2024Q4: 64,807 shares; 2025Q1: 65,214 shares; 2025Q2: 65,204 shares; 2025Q3: 64,406 shares; 2025Q4: 64,796 shares 64,796 $15M 0.96% +390 Timeline VGIT 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: restricted; 2024Q4: 211,723 shares; 2025Q1: 229,246 shares; 2025Q2: 233,514 shares; 2025Q3: 232,115 shares; 2025Q4: 249,236 shares 249,236 $14.9M 0.96% +17,121 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 50,970 shares; 2025Q1: 50,889 shares; 2025Q2: 50,320 shares; 2025Q3: 48,375 shares; 2025Q4: 47,681 shares 47,681 $14.8M 0.95% -694 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: restricted; 2024Q4: 84,337 shares; 2025Q1: 73,918 shares; 2025Q2: 71,686 shares; 2025Q3: 67,858 shares; 2025Q4: 67,196 shares 67,196 $13.9M 0.89% -662 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: restricted; 2024Q4: 843 shares; 2025Q1: 855 shares; 2025Q2: 855 shares; 2025Q3: 855 shares; 2025Q4: 19,376 shares 19,376 $12.8M 0.82% +18,521 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 38,445 shares; 2025Q1: 38,709 shares; 2025Q2: 38,300 shares; 2025Q3: 37,423 shares; 2025Q4: 38,192 shares 38,192 $12.4M 0.79% +769 Timeline REG REGENCY CTRS CORP More: the full row for REGENCY CTRS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 167,288 shares; 2025Q1: 169,161 shares; 2025Q2: 164,623 shares; 2025Q3: 159,210 shares; 2025Q4: 158,872 shares 158,872 $11M 0.7% -338 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: restricted; 2024Q4: 71,879 shares; 2025Q1: 71,410 shares; 2025Q2: 71,776 shares; 2025Q3: 70,919 shares; 2025Q4: 71,046 shares 71,046 $10.8M 0.69% +127 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: restricted; 2024Q4: 19,885 shares; 2025Q1: 20,230 shares; 2025Q2: 19,938 shares; 2025Q3: 19,598 shares; 2025Q4: 20,053 shares 20,053 $10.5M 0.67% +455 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: restricted; 2024Q4: 15,878 shares; 2025Q1: 16,373 shares; 2025Q2: 16,284 shares; 2025Q3: 16,057 shares; 2025Q4: 15,298 shares 15,298 $10.5M 0.67% -759 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 242,544 shares; 2025Q1: 228,198 shares; 2025Q2: 223,358 shares; 2025Q3: 220,981 shares; 2025Q4: 215,274 shares 215,274 $10.1M 0.65% -5,707 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,252 shares; 2025Q4: 23,626 shares 23,626 $9.97M 0.64% +1,374 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: restricted; 2024Q4: 103,838 shares; 2025Q1: 101,868 shares; 2025Q2: 98,509 shares; 2025Q3: 97,266 shares; 2025Q4: 95,129 shares 95,129 $9.5M 0.61% -2,137 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 117,312 shares; 2025Q3: 114,978 shares; 2025Q4: 108,400 shares 108,400 $9.47M 0.61% -6,578 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: restricted; 2024Q4: not reported; 2025Q1: 17,852 shares; 2025Q2: 17,832 shares; 2025Q3: 17,771 shares; 2025Q4: 17,768 shares 17,768 $8.93M 0.57% -3 Timeline AXSM AXSOME THERAPEUTICS INC. More: the full row for AXSOME THERAPEUTICS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 49,570 shares; 2025Q1: 49,570 shares; 2025Q2: 48,570 shares; 2025Q3: 48,570 shares; 2025Q4: 48,570 shares 48,570 $8.87M 0.57% 0 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 67,654 shares; 2025Q4: 50,729 shares 50,729 $8.84M 0.57% -16,925 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,235 shares; 2025Q1: 25,513 shares; 2025Q2: 24,332 shares; 2025Q3: 23,328 shares; 2025Q4: 22,797 shares 22,797 $8.66M 0.55% -531 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: restricted; 2024Q4: 172,625 shares; 2025Q1: 172,129 shares; 2025Q2: 145,104 shares; 2025Q3: 143,779 shares; 2025Q4: 145,779 shares 145,779 $8.02M 0.51% +2,000 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 259,824 shares; 2025Q1: 258,824 shares; 2025Q2: 257,030 shares; 2025Q3: 246,730 shares; 2025Q4: 242,535 shares 242,535 $7.78M 0.5% -4,195 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 94,097 shares; 2025Q1: 90,846 shares; 2025Q2: 88,821 shares; 2025Q3: 87,723 shares; 2025Q4: 87,243 shares 87,243 $7.32M 0.47% -480 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 37,606 shares; 2025Q1: 37,471 shares; 2025Q2: 37,171 shares; 2025Q3: 36,746 shares; 2025Q4: 36,621 shares 36,621 $7.15M 0.46% -125 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,253 shares; 2025Q4: 2,086 shares 2,086 $7.07M 0.45% -167 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: restricted; 2024Q4: 35,069 shares; 2025Q1: 29,708 shares; 2025Q2: 29,061 shares; 2025Q3: 28,627 shares; 2025Q4: 27,001 shares 27,001 $6.65M 0.43% -1,626 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: restricted; 2024Q4: 53,531 shares; 2025Q1: 52,269 shares; 2025Q2: 50,428 shares; 2025Q3: 48,087 shares; 2025Q4: 46,105 shares 46,105 $6.61M 0.42% -1,982 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,887 shares; 2025Q4: 24,813 shares 24,813 $5.54M 0.35% -4,074 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: restricted; 2024Q4: 11,846 shares; 2025Q1: 11,895 shares; 2025Q2: 12,065 shares; 2025Q3: 12,265 shares; 2025Q4: 53,106 shares 53,106 $5.31M 0.34% +40,841 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: restricted; 2024Q4: 196,756 shares; 2025Q1: 200,550 shares; 2025Q2: 198,062 shares; 2025Q3: 48,173 shares; 2025Q4: 42,549 shares 42,549 $4.48M 0.29% -5,624 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: restricted; 2024Q4: 48,278 shares; 2025Q1: 41,420 shares; 2025Q2: 37,644 shares; 2025Q3: 33,850 shares; 2025Q4: 32,288 shares 32,288 $4.45M 0.28% -1,562 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,672 shares; 2025Q1: 27,592 shares; 2025Q2: 27,451 shares; 2025Q3: 27,201 shares; 2025Q4: 26,791 shares 26,791 $4.3M 0.27% -410 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 286,579 shares; 2025Q1: 268,753 shares; 2025Q2: 266,003 shares; 2025Q3: 260,603 shares; 2025Q4: 257,603 shares 257,603 $4.25M 0.27% -3,000 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: restricted; 2024Q4: 83,309 shares; 2025Q1: 80,567 shares; 2025Q2: 77,319 shares; 2025Q3: 76,572 shares; 2025Q4: 58,753 shares 58,753 $3.95M 0.25% -17,819 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 40,189 shares; 2025Q1: 37,612 shares; 2025Q2: 36,243 shares; 2025Q3: 35,148 shares; 2025Q4: 34,750 shares 34,750 $3.9M 0.25% -398 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: restricted; 2024Q4: 6,016 shares; 2025Q1: 6,365 shares; 2025Q2: 6,357 shares; 2025Q3: 6,235 shares; 2025Q4: 6,055 shares 6,055 $3.8M 0.24% -180 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: restricted; 2024Q4: 167,983 shares; 2025Q1: 168,072 shares; 2025Q2: 163,743 shares; 2025Q3: 31,980 shares; 2025Q4: 26,128 shares 26,128 $3.75M 0.24% -5,852 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: restricted; 2024Q4: 5,593 shares; 2025Q1: 5,502 shares; 2025Q2: 5,509 shares; 2025Q3: 5,475 shares; 2025Q4: 5,569 shares 5,569 $3.68M 0.24% +94 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,997 shares; 2025Q1: 8,119 shares; 2025Q2: 7,994 shares; 2025Q3: 7,944 shares; 2025Q4: 7,824 shares 7,824 $3.55M 0.23% -120 Timeline PSF COHEN & STEERS SELECT PFD & More: the full row for COHEN & STEERS SELECT PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 171,734 shares; 2025Q1: 170,105 shares; 2025Q2: 170,354 shares; 2025Q3: 168,837 shares; 2025Q4: 168,944 shares 168,944 $3.43M 0.22% +107 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: restricted; 2024Q4: 15,787 shares; 2025Q1: 15,877 shares; 2025Q2: 16,036 shares; 2025Q3: 15,764 shares; 2025Q4: 15,774 shares 15,774 $3.34M 0.21% +10 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 46,775 shares; 2025Q1: 46,375 shares; 2025Q2: 34,875 shares; 2025Q3: 34,875 shares; 2025Q4: 34,875 shares 34,875 $3.29M 0.21% 0 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: restricted; 2024Q4: 29,929 shares; 2025Q1: 30,469 shares; 2025Q2: 30,941 shares; 2025Q3: 30,196 shares; 2025Q4: 28,408 shares 28,408 $2.98M 0.19% -1,788 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: restricted; 2024Q4: 9,064 shares; 2025Q1: 9,549 shares; 2025Q2: 8,746 shares; 2025Q3: 8,657 shares; 2025Q4: 8,601 shares 8,601 $2.98M 0.19% -56 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: restricted; 2024Q4: 45,627 shares; 2025Q1: 46,552 shares; 2025Q2: 45,446 shares; 2025Q3: 44,353 shares; 2025Q4: 8,415 shares 8,415 $2.95M 0.19% -35,938 Timeline NVCT NUVECTIS PHARMA INC More: the full row for NUVECTIS PHARMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 355,961 shares; 2025Q1: 358,461 shares; 2025Q2: 350,461 shares; 2025Q3: 350,461 shares; 2025Q4: 389,625 shares 389,625 $2.94M 0.19% +39,164 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: restricted; 2024Q4: 12,233 shares; 2025Q1: 10,944 shares; 2025Q2: 10,860 shares; 2025Q3: 10,816 shares; 2025Q4: 10,671 shares 10,671 $2.74M 0.18% -145 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 54,366 shares; 2025Q1: 51,439 shares; 2025Q2: 53,820 shares; 2025Q3: 51,716 shares; 2025Q4: 47,513 shares 47,513 $2.74M 0.18% -4,203 Timeline DCRE DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 79,508 shares; 2025Q1: 58,937 shares; 2025Q2: 55,595 shares; 2025Q3: 55,595 shares; 2025Q4: 52,003 shares 52,003 $2.7M 0.17% -3,592 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: restricted; 2024Q4: 9,345 shares; 2025Q1: 8,140 shares; 2025Q2: 7,911 shares; 2025Q3: 7,561 shares; 2025Q4: 7,563 shares 7,563 $2.66M 0.17% +2 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: restricted; 2024Q4: 46,351 shares; 2025Q1: 38,743 shares; 2025Q2: 37,143 shares; 2025Q3: 36,812 shares; 2025Q4: 36,543 shares 36,543 $2.55M 0.16% -269 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: restricted; 2024Q4: 2,265 shares; 2025Q1: 2,277 shares; 2025Q2: 2,277 shares; 2025Q3: 2,277 shares; 2025Q4: 2,311 shares 2,311 $2.48M 0.16% +34 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: restricted; 2024Q4: 3,964 shares; 2025Q1: 3,954 shares; 2025Q2: 3,954 shares; 2025Q3: 3,997 shares; 2025Q4: 3,561 shares 3,561 $2.43M 0.16% -436 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,647 shares; 2025Q1: 12,661 shares; 2025Q2: 12,683 shares; 2025Q3: 12,652 shares; 2025Q4: 12,652 shares 12,652 $2.33M 0.15% 0 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,095 shares; 2025Q1: 25,271 shares; 2025Q2: 27,267 shares; 2025Q3: 27,267 shares; 2025Q4: 28,385 shares 28,385 $2.32M 0.15% +1,118 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,063 shares; 2025Q1: 7,943 shares; 2025Q2: 7,471 shares; 2025Q3: 6,539 shares; 2025Q4: 5,122 shares 5,122 $2.28M 0.15% -1,417 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,643 shares; 2025Q4: 17,397 shares 17,397 $2.27M 0.15% +4,754 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,333 shares 34,333 $2.25M 0.14% new Timeline HCI HCI GROUP INC More: the full row for HCI GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,607 shares; 2025Q1: 12,234 shares; 2025Q2: 12,004 shares; 2025Q3: 11,337 shares; 2025Q4: 11,337 shares 11,337 $2.17M 0.14% 0 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 12,455 shares; 2025Q2: 15,420 shares; 2025Q3: 16,954 shares; 2025Q4: 24,914 shares 24,914 $2.14M 0.14% +7,960 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,177 shares; 2025Q1: 17,177 shares; 2025Q2: 17,617 shares; 2025Q3: 17,617 shares; 2025Q4: 17,617 shares 17,617 $2.05M 0.13% 0 Timeline GBCI GLACIER BANCORP INC NEW More: the full row for GLACIER BANCORP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 44,420 shares; 2025Q1: 43,820 shares; 2025Q2: 43,820 shares; 2025Q3: 43,470 shares; 2025Q4: 44,080 shares 44,080 $1.94M 0.12% +610 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,180 shares; 2025Q1: 13,180 shares; 2025Q2: 13,180 shares; 2025Q3: 13,180 shares; 2025Q4: 13,180 shares 13,180 $1.91M 0.12% 0 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: restricted; 2024Q4: 7,952 shares; 2025Q1: 7,758 shares; 2025Q2: 7,777 shares; 2025Q3: 7,915 shares; 2025Q4: 7,649 shares 7,649 $1.75M 0.11% -266 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: restricted; 2024Q4: 8,650 shares; 2025Q1: 13,350 shares; 2025Q2: 13,350 shares; 2025Q3: 13,350 shares; 2025Q4: 26,846 shares 26,846 $1.73M 0.11% +13,496 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,726 shares; 2025Q1: 12,630 shares; 2025Q2: 12,630 shares; 2025Q3: 12,630 shares; 2025Q4: 12,850 shares 12,850 $1.71M 0.11% +220 Timeline GXO GXO LOGISTICS INCORPORATED More: the full row for GXO LOGISTICS INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,538 shares; 2025Q4: 31,857 shares 31,857 $1.68M 0.11% +1,319 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,654 shares; 2025Q1: 1,545 shares; 2025Q2: 1,496 shares; 2025Q3: 1,431 shares; 2025Q4: 1,526 shares 1,526 $1.63M 0.1% +95 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 85,251 shares; 2025Q1: 87,430 shares; 2025Q2: 87,990 shares; 2025Q3: 15,318 shares; 2025Q4: 12,123 shares 12,123 $1.55M 0.1% -3,195 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,908 shares; 2025Q1: 22,158 shares; 2025Q2: 38,292 shares; 2025Q3: 38,211 shares; 2025Q4: 36,169 shares 36,169 $1.45M 0.09% -2,042 Timeline LINE LINEAGE INC More: the full row for LINEAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,193 shares 41,193 $1.44M 0.09% new Timeline SIL 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: restricted; 2024Q4: not reported; 2025Q1: 6,000 shares; 2025Q2: 7,350 shares; 2025Q3: 8,750 shares; 2025Q4: 17,175 shares 17,175 $1.43M 0.09% +8,425 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: restricted; 2024Q4: 5,622 shares; 2025Q1: 5,490 shares; 2025Q2: 2,592 shares; 2025Q3: 2,382 shares; 2025Q4: 2,382 shares 2,382 $1.38M 0.09% 0 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 35,637 shares; 2025Q1: 33,965 shares; 2025Q2: 30,649 shares; 2025Q3: 28,601 shares; 2025Q4: 20,206 shares 20,206 $1.38M 0.09% -8,395 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: restricted; 2024Q4: 5,609 shares; 2025Q1: 5,609 shares; 2025Q2: 5,517 shares; 2025Q3: 5,517 shares; 2025Q4: 5,517 shares 5,517 $1.36M 0.09% 0 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,644 shares; 2025Q1: 15,308 shares; 2025Q2: 16,628 shares; 2025Q3: 16,628 shares; 2025Q4: 20,835 shares 20,835 $1.3M 0.08% +4,207 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: restricted; 2024Q4: 4,618 shares; 2025Q1: 4,529 shares; 2025Q2: 5,529 shares; 2025Q3: 5,729 shares; 2025Q4: 5,979 shares 5,979 $1.28M 0.08% +250 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,500 shares; 2025Q1: 5,500 shares; 2025Q2: 5,500 shares; 2025Q3: 5,500 shares; 2025Q4: 5,500 shares 5,500 $1.21M 0.08% 0 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 48,708 shares; 2025Q1: 169,516 shares; 2025Q2: 181,125 shares; 2025Q3: 32,556 shares; 2025Q4: 23,036 shares 23,036 $1.17M 0.07% -9,520 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 66,383 shares 66,383 $1.11M 0.07% new Timeline TTAN SERVICETITAN INC More: the full row for SERVICETITAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,165 shares 10,165 $1.08M 0.07% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,372 shares 3,372 $1.07M 0.07% new 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: restricted; 2024Q4: 3,796 shares; 2025Q1: 3,789 shares; 2025Q2: 3,610 shares; 2025Q3: 3,135 shares; 2025Q4: 3,115 shares 3,115 $1.07M 0.07% -20 Timeline LDP COHEN & STEERS LTD DURATION More: the full row for COHEN & STEERS LTD DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 88,778 shares; 2025Q1: 82,150 shares; 2025Q2: 54,892 shares; 2025Q3: 53,947 shares; 2025Q4: 50,393 shares 50,393 $1.07M 0.07% -3,554 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: restricted; 2024Q4: 1,925 shares; 2025Q1: 1,955 shares; 2025Q2: 1,867 shares; 2025Q3: 1,867 shares; 2025Q4: 1,847 shares 1,847 $1.06M 0.07% -20 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: restricted; 2024Q4: 16,916 shares; 2025Q1: 16,839 shares; 2025Q2: 16,839 shares; 2025Q3: 14,257 shares; 2025Q4: 14,226 shares 14,226 $1.05M 0.07% -31 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,148 shares; 2025Q1: 3,918 shares; 2025Q2: 3,240 shares; 2025Q3: 3,187 shares; 2025Q4: 3,121 shares 3,121 $1.02M 0.07% -66 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: restricted; 2024Q4: 16,445 shares; 2025Q1: 16,519 shares; 2025Q2: 16,854 shares; 2025Q3: 16,854 shares; 2025Q4: 18,674 shares 18,674 $1M 0.06% +1,820 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: restricted; 2024Q4: 67,303 shares; 2025Q1: 55,875 shares; 2025Q2: 5,665 shares; 2025Q3: 5,690 shares; 2025Q4: 4,920 shares 4,920 $960K 0.06% -770 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,297 shares; 2025Q1: 5,237 shares; 2025Q2: 4,422 shares; 2025Q3: 4,057 shares; 2025Q4: 3,957 shares 3,957 $953K 0.06% -100 Timeline HIFS HINGHAM INSTN SVGS MASS More: the full row for HINGHAM INSTN SVGS MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,238 shares; 2025Q1: 4,173 shares; 2025Q2: 3,416 shares; 2025Q3: 3,381 shares; 2025Q4: 3,295 shares 3,295 $936K 0.06% -86 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,720 shares; 2025Q1: 15,720 shares; 2025Q2: 15,720 shares; 2025Q3: 15,720 shares; 2025Q4: 15,720 shares 15,720 $929K 0.06% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,734 shares; 2025Q1: 1,662 shares; 2025Q2: 1,816 shares; 2025Q3: 1,710 shares; 2025Q4: 1,962 shares 1,962 $882K 0.06% +252 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,727 shares; 2025Q1: 17,727 shares; 2025Q2: 15,927 shares; 2025Q3: 15,927 shares; 2025Q4: 15,927 shares 15,927 $876K 0.06% 0 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: restricted; 2024Q4: 7,367 shares; 2025Q1: 6,839 shares; 2025Q2: 7,211 shares; 2025Q3: 6,891 shares; 2025Q4: 6,941 shares 6,941 $870K 0.06% +50 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,728 shares; 2025Q1: 8,728 shares; 2025Q2: 8,728 shares; 2025Q3: 8,710 shares; 2025Q4: 8,710 shares 8,710 $861K 0.06% 0 Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,557 shares; 2025Q1: 21,871 shares; 2025Q2: 25,261 shares; 2025Q3: 25,217 shares; 2025Q4: 26,217 shares 26,217 $851K 0.05% +1,000 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: restricted; 2024Q4: 2,760 shares; 2025Q1: 2,741 shares; 2025Q2: 2,715 shares; 2025Q3: 2,715 shares; 2025Q4: 2,715 shares 2,715 $788K 0.05% 0 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: restricted; 2024Q4: 55,075 shares; 2025Q1: 41,006 shares; 2025Q2: 37,692 shares; 2025Q3: 36,947 shares; 2025Q4: 33,808 shares 33,808 $785K 0.05% -3,139 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,583 shares; 2025Q1: 2,583 shares; 2025Q2: 2,583 shares; 2025Q3: 2,583 shares; 2025Q4: 2,583 shares 2,583 $771K 0.05% 0 Timeline SYBT STOCK YDS BANCORP INC More: the full row for STOCK YDS BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,030 shares; 2025Q1: 12,030 shares; 2025Q2: 12,030 shares; 2025Q3: 11,780 shares; 2025Q4: 11,780 shares 11,780 $765K 0.05% 0 Timeline RWL 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: restricted; 2024Q4: 6,600 shares; 2025Q1: 6,600 shares; 2025Q2: 6,600 shares; 2025Q3: 6,600 shares; 2025Q4: 6,600 shares 6,600 $756K 0.05% 0 Timeline XSLV 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: restricted; 2024Q4: 16,584 shares; 2025Q1: 16,584 shares; 2025Q2: 16,586 shares; 2025Q3: 16,138 shares; 2025Q4: 16,138 shares 16,138 $748K 0.05% 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: restricted; 2024Q4: 7,021 shares; 2025Q1: 6,515 shares; 2025Q2: 6,510 shares; 2025Q3: 6,474 shares; 2025Q4: 6,324 shares 6,324 $719K 0.05% -150 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: restricted; 2024Q4: 32,175 shares; 2025Q1: 29,163 shares; 2025Q2: 28,871 shares; 2025Q3: 28,871 shares; 2025Q4: 28,871 shares 28,871 $719K 0.05% 0 Timeline GLP GLOBAL PARTNERS LP More: the full row for GLOBAL PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,000 shares; 2025Q1: 17,000 shares; 2025Q2: 17,000 shares; 2025Q3: 17,000 shares; 2025Q4: 17,000 shares 17,000 $711K 0.05% 0 Timeline CLOZ SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 41,547 shares; 2025Q1: 30,931 shares; 2025Q2: 28,812 shares; 2025Q3: 27,541 shares; 2025Q4: 25,598 shares 25,598 $678K 0.04% -1,943 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,525 shares; 2025Q1: 17,525 shares; 2025Q2: 17,525 shares; 2025Q3: 17,525 shares; 2025Q4: 17,525 shares 17,525 $674K 0.04% 0 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,389 shares; 2025Q4: 15,678 shares 15,678 $670K 0.04% +10,289 Timeline COPX 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,300 shares; 2025Q4: 9,300 shares 9,300 $668K 0.04% +4,000 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,644 shares; 2025Q1: 1,644 shares; 2025Q2: 1,444 shares; 2025Q3: 1,444 shares; 2025Q4: 1,429 shares 1,429 $665K 0.04% -15 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: restricted; 2024Q4: 2,150 shares; 2025Q1: 2,150 shares; 2025Q2: 2,150 shares; 2025Q3: 2,150 shares; 2025Q4: 1,982 shares 1,982 $665K 0.04% -168 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: restricted; 2024Q4: 2,770 shares; 2025Q1: 2,770 shares; 2025Q2: 2,770 shares; 2025Q3: 2,770 shares; 2025Q4: 5,540 shares 5,540 $662K 0.04% +2,770 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: restricted; 2024Q4: 5,705 shares; 2025Q1: 5,762 shares; 2025Q2: 5,705 shares; 2025Q3: 5,705 shares; 2025Q4: 5,846 shares 5,846 $651K 0.04% +141 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: restricted; 2024Q4: 1,690 shares; 2025Q1: 1,690 shares; 2025Q2: 1,690 shares; 2025Q3: 1,690 shares; 2025Q4: 3,378 shares 3,378 $645K 0.04% +1,688 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,850 shares; 2025Q3: 4,700 shares; 2025Q4: 3,700 shares 3,700 $640K 0.04% -1,000 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: restricted; 2024Q4: 3,118 shares; 2025Q1: 3,175 shares; 2025Q2: 3,175 shares; 2025Q3: 3,194 shares; 2025Q4: 3,245 shares 3,245 $632K 0.04% +51 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,486 shares; 2025Q1: 3,205 shares; 2025Q2: 3,205 shares; 2025Q3: 2,770 shares; 2025Q4: 2,770 shares 2,770 $631K 0.04% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,964 shares; 2025Q1: 6,964 shares; 2025Q2: 7,166 shares; 2025Q3: 7,166 shares; 2025Q4: 7,166 shares 7,166 $625K 0.04% 0 Timeline EPI 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: restricted; 2024Q4: 13,070 shares; 2025Q1: 13,070 shares; 2025Q2: 13,070 shares; 2025Q3: 13,070 shares; 2025Q4: 13,070 shares 13,070 $605K 0.04% 0 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 421 shares; 2025Q1: 417 shares; 2025Q2: 6,255 shares; 2025Q3: 6,255 shares; 2025Q4: 6,255 shares 6,255 $571K 0.04% 0 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,373 shares; 2025Q1: 17,373 shares; 2025Q2: 17,373 shares; 2025Q3: 15,028 shares; 2025Q4: 12,108 shares 12,108 $570K 0.04% -2,920 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: restricted; 2024Q4: 8,137 shares; 2025Q1: 8,178 shares; 2025Q2: 6,100 shares; 2025Q3: 6,100 shares; 2025Q4: 6,100 shares 6,100 $569K 0.04% 0 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares 4,000 $548K 0.04% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,429 shares; 2025Q1: 5,429 shares; 2025Q2: 5,282 shares; 2025Q3: 5,282 shares; 2025Q4: 5,282 shares 5,282 $533K 0.03% 0 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 35,170 shares; 2025Q1: 30,399 shares; 2025Q2: 24,015 shares; 2025Q3: 22,715 shares; 2025Q4: 22,393 shares 22,393 $530K 0.03% -322 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,360 shares; 2025Q1: 11,360 shares; 2025Q2: 11,360 shares; 2025Q3: 9,860 shares; 2025Q4: 9,860 shares 9,860 $517K 0.03% 0 Timeline DXJ 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: restricted; 2024Q4: 5,029 shares; 2025Q1: 4,084 shares; 2025Q2: 3,477 shares; 2025Q3: 3,475 shares; 2025Q4: 3,475 shares 3,475 $501K 0.03% 0 Timeline SBCF SEACOAST BKG CORP FLA More: the full row for SEACOAST BKG CORP FLA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,380 shares; 2025Q1: 15,980 shares; 2025Q2: 15,980 shares; 2025Q3: 15,680 shares; 2025Q4: 15,680 shares 15,680 $493K 0.03% 0 Timeline SILJ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,600 shares 17,600 $487K 0.03% new Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,547 shares; 2025Q1: 3,547 shares; 2025Q2: 3,547 shares; 2025Q3: 3,547 shares; 2025Q4: 3,547 shares 3,547 $463K 0.03% 0 Timeline TFX TELEFLEX INCORPORATED More: the full row for TELEFLEX INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,885 shares; 2025Q1: 5,610 shares; 2025Q2: 5,520 shares; 2025Q3: 5,270 shares; 2025Q4: 3,703 shares 3,703 $452K 0.03% -1,567 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: restricted; 2024Q4: 58,571 shares; 2025Q1: 7,904 shares; 2025Q2: 6,550 shares; 2025Q3: 6,393 shares; 2025Q4: 6,089 shares 6,089 $451K 0.03% -304 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: restricted; 2024Q4: 3,380 shares; 2025Q1: 3,230 shares; 2025Q2: 3,230 shares; 2025Q3: 3,230 shares; 2025Q4: 3,230 shares 3,230 $449K 0.03% 0 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,232 shares; 2025Q1: 3,129 shares; 2025Q2: 2,551 shares; 2025Q3: 2,551 shares; 2025Q4: 2,551 shares 2,551 $437K 0.03% 0 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: restricted; 2024Q4: 5,250 shares; 2025Q1: 4,450 shares; 2025Q2: 4,379 shares; 2025Q3: 4,379 shares; 2025Q4: 4,644 shares 4,644 $435K 0.03% +265 Timeline EEMX 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,039 shares 10,039 $428K 0.03% new Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,750 shares 3,750 $427K 0.03% new Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,781 shares; 2025Q1: 1,715 shares; 2025Q2: 1,714 shares; 2025Q3: 1,714 shares; 2025Q4: 1,714 shares 1,714 $423K 0.03% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 765 shares; 2025Q1: 778 shares; 2025Q2: 778 shares; 2025Q3: 766 shares; 2025Q4: 741 shares 741 $423K 0.03% -25 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 442 shares; 2025Q1: 442 shares; 2025Q2: 298 shares; 2025Q3: 298 shares; 2025Q4: 298 shares 298 $415K 0.03% 0 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,326 shares; 2025Q1: 3,496 shares; 2025Q2: 3,196 shares; 2025Q3: 2,696 shares; 2025Q4: 2,696 shares 2,696 $414K 0.03% 0 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 741 shares; 2025Q1: 756 shares; 2025Q2: 641 shares; 2025Q3: 641 shares; 2025Q4: 661 shares 661 $406K 0.03% +20 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,912 shares; 2025Q1: 2,512 shares; 2025Q2: 2,362 shares; 2025Q3: 2,362 shares; 2025Q4: 2,362 shares 2,362 $404K 0.03% 0 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: restricted; 2024Q4: 7,491 shares; 2025Q1: 7,491 shares; 2025Q2: 7,106 shares; 2025Q3: 6,999 shares; 2025Q4: 6,859 shares 6,859 $400K 0.03% -140 Timeline ORLA ORLA MNG LTD NEW More: the full row for ORLA MNG LTD NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,000 shares; 2025Q1: 15,600 shares; 2025Q2: 15,600 shares; 2025Q3: 15,600 shares; 2025Q4: 29,720 shares 29,720 $400K 0.03% +14,120 Timeline REMX 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,370 shares 5,370 $397K 0.03% new Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,456 shares; 2025Q1: 1,456 shares; 2025Q2: 1,328 shares; 2025Q3: 1,302 shares; 2025Q4: 1,357 shares 1,357 $392K 0.03% +55 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,115 shares; 2025Q1: 2,115 shares; 2025Q2: 2,115 shares; 2025Q3: 2,115 shares; 2025Q4: 2,195 shares 2,195 $385K 0.02% +80 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,409 shares; 2025Q1: 26,409 shares; 2025Q2: 26,409 shares; 2025Q3: 21,409 shares; 2025Q4: 21,409 shares 21,409 $385K 0.02% 0 Timeline GSBD GOLDMAN SACHS BDC INC More: the full row for GOLDMAN SACHS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 40,153 shares; 2025Q1: 40,954 shares; 2025Q2: 40,954 shares; 2025Q3: 40,954 shares; 2025Q4: 40,954 shares 40,954 $380K 0.02% 0 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,841 shares; 2025Q1: 10,995 shares; 2025Q2: 7,185 shares; 2025Q3: 5,807 shares; 2025Q4: 8,473 shares 8,473 $379K 0.02% +2,666 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: restricted; 2024Q4: 1,543 shares; 2025Q1: 1,543 shares; 2025Q2: 1,503 shares; 2025Q3: 1,313 shares; 2025Q4: 1,213 shares 1,213 $374K 0.02% -100 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,988 shares; 2025Q1: 6,648 shares; 2025Q2: 5,613 shares; 2025Q3: 5,073 shares; 2025Q4: 4,353 shares 4,353 $371K 0.02% -720 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,495 shares; 2025Q1: 1,517 shares; 2025Q2: 1,517 shares; 2025Q3: 1,517 shares; 2025Q4: 1,620 shares 1,620 $369K 0.02% +103 Timeline SLVP 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: restricted; 2024Q4: 10,610 shares; 2025Q1: 10,610 shares; 2025Q2: 10,610 shares; 2025Q3: 10,610 shares; 2025Q4: 10,610 shares 10,610 $364K 0.02% 0 Timeline EWJ 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: restricted; 2024Q4: 4,292 shares; 2025Q1: 4,292 shares; 2025Q2: 4,292 shares; 2025Q3: 4,292 shares; 2025Q4: 4,292 shares 4,292 $347K 0.02% 0 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: restricted; 2024Q4: 9,788 shares; 2025Q1: 9,150 shares; 2025Q2: 11,277 shares; 2025Q3: 15,222 shares; 2025Q4: 13,694 shares 13,694 $340K 0.02% -1,528 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 866 shares; 2025Q1: 866 shares; 2025Q2: 866 shares; 2025Q3: 866 shares; 2025Q4: 866 shares 866 $337K 0.02% 0 Timeline ERIC TELEFONAKTIEBOLAGET LM ERICS More: the full row for TELEFONAKTIEBOLAGET LM ERICS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 51,916 shares; 2025Q1: 29,196 shares; 2025Q2: 35,673 shares; 2025Q3: 34,870 shares; 2025Q4: 34,870 shares 34,870 $336K 0.02% 0 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 815 shares; 2025Q1: 657 shares; 2025Q2: 657 shares; 2025Q3: 657 shares; 2025Q4: 657 shares 657 $336K 0.02% 0 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,041 shares; 2025Q1: 1,979 shares; 2025Q2: 1,803 shares; 2025Q3: 1,803 shares; 2025Q4: 1,803 shares 1,803 $335K 0.02% 0 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: restricted; 2024Q4: 1,398 shares; 2025Q1: 903 shares; 2025Q2: 586 shares; 2025Q3: 586 shares; 2025Q4: 570 shares 570 $331K 0.02% -16 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,377 shares; 2025Q1: 7,027 shares; 2025Q2: 6,607 shares; 2025Q3: 6,607 shares; 2025Q4: 6,607 shares 6,607 $330K 0.02% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,654 shares; 2025Q1: 1,614 shares; 2025Q2: 1,433 shares; 2025Q3: 1,435 shares; 2025Q4: 998 shares 998 $329K 0.02% -437 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: restricted; 2024Q4: 2,320 shares; 2025Q1: 2,983 shares; 2025Q2: 2,983 shares; 2025Q3: 2,933 shares; 2025Q4: 2,738 shares 2,738 $329K 0.02% -195 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,678 shares; 2025Q4: 1,848 shares 1,848 $328K 0.02% +170 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: restricted; 2024Q4: 10,111 shares; 2025Q1: 9,811 shares; 2025Q2: 12,082 shares; 2025Q3: 11,238 shares; 2025Q4: 11,738 shares 11,738 $323K 0.02% +500 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: restricted; 2024Q4: not reported; 2025Q1: 1,676 shares; 2025Q2: not reported; 2025Q3: 1,256 shares; 2025Q4: 1,756 shares 1,756 $322K 0.02% +500 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: restricted; 2024Q4: 1,537 shares; 2025Q1: 1,537 shares; 2025Q2: 1,537 shares; 2025Q3: 1,537 shares; 2025Q4: 1,455 shares 1,455 $309K 0.02% -82 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,950 shares; 2025Q4: 2,950 shares 2,950 $306K 0.02% 0 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: restricted; 2024Q4: 7,774 shares; 2025Q1: 6,954 shares; 2025Q2: 6,798 shares; 2025Q3: 7,476 shares; 2025Q4: 7,476 shares 7,476 $304K 0.02% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,200 shares; 2025Q1: 1,199 shares; 2025Q2: 997 shares; 2025Q3: 995 shares; 2025Q4: 995 shares 995 $304K 0.02% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 556 shares; 2025Q1: 681 shares; 2025Q2: 688 shares; 2025Q3: 688 shares; 2025Q4: 711 shares 711 $303K 0.02% +23 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,060 shares; 2025Q1: 1,060 shares; 2025Q2: 760 shares; 2025Q3: 760 shares; 2025Q4: 760 shares 760 $297K 0.02% 0 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,070 shares; 2025Q1: not reported; 2025Q2: 1,222 shares; 2025Q3: 1,222 shares; 2025Q4: 1,220 shares 1,220 $296K 0.02% -2 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,348 shares; 2025Q1: 6,348 shares; 2025Q2: 1,848 shares; 2025Q3: 1,848 shares; 2025Q4: 1,848 shares 1,848 $296K 0.02% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,675 shares; 2025Q1: 1,560 shares; 2025Q2: 1,520 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $289K 0.02% 0 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: restricted; 2024Q4: 916 shares; 2025Q1: 916 shares; 2025Q2: 916 shares; 2025Q3: 916 shares; 2025Q4: 916 shares 916 $286K 0.02% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,179 shares 5,179 $283K 0.02% new Timeline BFAM BRIGHT HORIZONS FAM SOL IN D More: the full row for BRIGHT HORIZONS FAM SOL IN D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,888 shares; 2025Q1: 2,804 shares; 2025Q2: 2,785 shares; 2025Q3: 2,785 shares; 2025Q4: 2,785 shares 2,785 $282K 0.02% 0 Timeline SCHB 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: restricted; 2024Q4: 16,226 shares; 2025Q1: 16,243 shares; 2025Q2: 16,260 shares; 2025Q3: 16,260 shares; 2025Q4: 10,751 shares 10,751 $282K 0.02% -5,509 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,640 shares 2,640 $282K 0.02% new 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: restricted; 2024Q4: 818 shares; 2025Q1: 818 shares; 2025Q2: 818 shares; 2025Q3: 818 shares; 2025Q4: 818 shares 818 $275K 0.02% 0 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,465 shares 5,465 $275K 0.02% new Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,532 shares 1,532 $272K 0.02% new Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 37,650 shares; 2025Q1: 23,686 shares; 2025Q2: 15,516 shares; 2025Q3: 15,516 shares; 2025Q4: 15,516 shares 15,516 $272K 0.02% 0 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: restricted; 2024Q4: 646 shares; 2025Q1: 649 shares; 2025Q2: 576 shares; 2025Q3: 575 shares; 2025Q4: 2,810 shares 2,810 $263K 0.02% +2,235 Timeline CIBR 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,977 shares; 2025Q3: not reported; 2025Q4: 3,627 shares 3,627 $259K 0.02% new Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 305 shares; 2025Q3: 294 shares; 2025Q4: 294 shares 294 $258K 0.02% 0 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,796 shares; 2025Q1: 4,796 shares; 2025Q2: 4,796 shares; 2025Q3: 4,796 shares; 2025Q4: 4,796 shares 4,796 $256K 0.02% 0 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,500 shares 1,500 $254K 0.02% new Timeline USFR 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: restricted; 2024Q4: 5,015 shares; 2025Q1: 5,015 shares; 2025Q2: 5,015 shares; 2025Q3: 5,015 shares; 2025Q4: 5,015 shares 5,015 $252K 0.02% 0 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: restricted; 2024Q4: 530 shares; 2025Q1: not reported; 2025Q2: 530 shares; 2025Q3: 530 shares; 2025Q4: 530 shares 530 $251K 0.02% 0 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,593 shares; 2025Q2: 1,982 shares; 2025Q3: 1,982 shares; 2025Q4: 1,966 shares 1,966 $251K 0.02% -16 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,050 shares; 2025Q4: 2,050 shares 2,050 $250K 0.02% 0 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: restricted; 2024Q4: 6,391 shares; 2025Q1: 3,763 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,214 shares 3,214 $248K 0.02% new Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 410 shares; 2025Q3: 354 shares; 2025Q4: 378 shares 378 $247K 0.02% +24 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: restricted; 2024Q4: 1,212 shares; 2025Q1: 1,194 shares; 2025Q2: 1,083 shares; 2025Q3: 988 shares; 2025Q4: 988 shares 988 $238K 0.02% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,368 shares; 2025Q2: 3,354 shares; 2025Q3: 3,273 shares; 2025Q4: 3,508 shares 3,508 $235K 0.02% +235 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 347 shares; 2025Q4: 347 shares 347 $235K 0.02% 0 Timeline IBB 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: restricted; 2024Q4: 1,790 shares; 2025Q1: 1,695 shares; 2025Q2: 1,665 shares; 2025Q3: 1,505 shares; 2025Q4: 1,385 shares 1,385 $234K 0.01% -120 Timeline FXI 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,500 shares; 2025Q3: 5,600 shares; 2025Q4: 6,100 shares 6,100 $234K 0.01% +500 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,531 shares; 2025Q1: 4,866 shares; 2025Q2: 4,661 shares; 2025Q3: 4,397 shares; 2025Q4: 4,363 shares 4,363 $233K 0.01% -34 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,685 shares; 2025Q1: 2,565 shares; 2025Q2: 2,565 shares; 2025Q3: 2,365 shares; 2025Q4: 2,265 shares 2,265 $227K 0.01% -100 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 439 shares 439 $224K 0.01% new Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 896 shares; 2025Q1: 896 shares; 2025Q2: 896 shares; 2025Q3: 811 shares; 2025Q4: 811 shares 811 $221K 0.01% 0 Timeline OLLI OLLIES BARGAIN OUTLET HLDGS More: the full row for OLLIES BARGAIN OUTLET HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,907 shares; 2025Q1: 2,112 shares; 2025Q2: 1,977 shares; 2025Q3: 1,977 shares; 2025Q4: 1,977 shares 1,977 $217K 0.01% 0 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,200 shares 3,200 $211K 0.01% new Timeline WTM WHITE MTNS INS GROUP LTD More: the full row for WHITE MTNS INS GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100 shares 100 $208K 0.01% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,045 shares; 2025Q4: 1,045 shares 1,045 $208K 0.01% 0 Timeline HR HEALTHCARE RLTY TR More: the full row for HEALTHCARE RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,100 shares; 2025Q1: 12,100 shares; 2025Q2: 12,100 shares; 2025Q3: 12,100 shares; 2025Q4: 12,100 shares 12,100 $205K 0.01% 0 Timeline UNFI UNITED NAT FOODS INC More: the full row for UNITED NAT FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,066 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,007 shares; 2025Q4: 6,007 shares 6,007 $202K 0.01% 0 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,191 shares; 2025Q3: 22,191 shares; 2025Q4: 22,191 shares 22,191 $118K 0.01% 0 Timeline GRAB GRAB HOLDINGS LIMITED More: the full row for GRAB HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,254 shares; 2025Q1: 17,995 shares; 2025Q2: 13,159 shares; 2025Q3: 13,159 shares; 2025Q4: 13,159 shares 13,159 $65.7K <0.01% 0 Timeline XAIR BEYOND AIR INC More: the full row for BEYOND AIR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,400 shares; 2025Q4: 14,800 shares 14,800 $10.7K <0.01% -600 Timeline