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: 313,899 shares; 2025Q1: 299,347 shares; 2025Q2: 265,936 shares; 2025Q3: 265,802 shares; 2025Q4: 277,807 shares 277,807 $190M 15.31% +12,005 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: 1,515,181 shares; 2025Q1: 1,751,162 shares; 2025Q2: 1,805,531 shares; 2025Q3: 1,884,587 shares; 2025Q4: 2,050,810 shares 2,050,810 $123M 9.89% +166,223 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 818,296 shares; 2025Q1: 943,280 shares; 2025Q2: 961,584 shares; 2025Q3: 1,018,391 shares; 2025Q4: 1,076,871 shares 1,076,871 $96.3M 7.75% +58,480 Timeline SCHX 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: 3,508,454 shares; 2025Q1: 3,214,370 shares; 2025Q2: 2,581,836 shares; 2025Q3: 2,537,597 shares; 2025Q4: 2,472,943 shares 2,472,943 $66.5M 5.35% -64,654 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: 953,172 shares; 2025Q1: 973,741 shares; 2025Q2: 976,846 shares; 2025Q3: 988,094 shares; 2025Q4: 965,131 shares 965,131 $63.7M 5.12% -22,963 Timeline SCHO 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: 1,666,108 shares; 2025Q1: 1,807,628 shares; 2025Q2: 2,125,226 shares; 2025Q3: 2,234,276 shares; 2025Q4: 2,443,542 shares 2,443,542 $59.5M 4.79% +209,266 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: 489,831 shares; 2025Q1: 490,271 shares; 2025Q2: 489,981 shares; 2025Q3: 493,744 shares; 2025Q4: 482,912 shares 482,912 $58M 4.67% -10,832 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 741,557 shares; 2025Q1: 760,780 shares; 2025Q2: 773,440 shares; 2025Q3: 787,763 shares; 2025Q4: 841,625 shares 841,625 $44.5M 3.58% +53,862 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 369,359 shares; 2025Q1: 415,196 shares; 2025Q2: 424,871 shares; 2025Q3: 436,528 shares; 2025Q4: 439,063 shares 439,063 $37.5M 3.02% +2,535 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,245 shares; 2025Q1: 11,144 shares; 2025Q2: 170,989 shares; 2025Q3: 176,216 shares; 2025Q4: 190,142 shares 190,142 $36.4M 2.93% +13,926 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: restricted; 2024Q4: 316,189 shares; 2025Q1: 327,152 shares; 2025Q2: 330,790 shares; 2025Q3: 344,037 shares; 2025Q4: 378,823 shares 378,823 $36.1M 2.9% +34,786 Timeline SCHF 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: 1,051,358 shares; 2025Q1: 1,285,947 shares; 2025Q2: 1,270,080 shares; 2025Q3: 1,253,779 shares; 2025Q4: 1,246,901 shares 1,246,901 $30M 2.41% -6,878 Timeline SGOV 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: 176,767 shares; 2025Q1: 199,235 shares; 2025Q2: 205,536 shares; 2025Q3: 264,404 shares; 2025Q4: 259,127 shares 259,127 $26M 2.09% -5,277 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 623,035 shares; 2025Q1: 630,649 shares; 2025Q2: 625,653 shares; 2025Q3: 619,752 shares; 2025Q4: 626,905 shares 626,905 $18.9M 1.52% +7,153 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: 311,160 shares; 2025Q1: 311,078 shares; 2025Q2: 308,121 shares; 2025Q3: 336,435 shares; 2025Q4: 329,412 shares 329,412 $17.7M 1.42% -7,023 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 635,493 shares; 2025Q1: 629,681 shares; 2025Q2: 627,780 shares; 2025Q3: 622,143 shares; 2025Q4: 619,041 shares 619,041 $17.6M 1.42% -3,102 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: 68,915 shares; 2025Q1: 66,879 shares; 2025Q2: 65,113 shares; 2025Q3: 64,871 shares; 2025Q4: 62,297 shares 62,297 $16.9M 1.36% -2,574 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 354,291 shares; 2025Q1: 336,950 shares; 2025Q2: 329,412 shares; 2025Q3: 323,738 shares; 2025Q4: 326,329 shares 326,329 $12.9M 1.04% +2,591 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: 25,505 shares; 2025Q1: 25,380 shares; 2025Q2: 23,861 shares; 2025Q3: 20,783 shares; 2025Q4: 20,507 shares 20,507 $12.9M 1.03% -276 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: 45,603 shares; 2025Q1: 44,134 shares; 2025Q2: 43,717 shares; 2025Q3: 43,125 shares; 2025Q4: 39,116 shares 39,116 $12.6M 1.01% -4,009 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: 21,077 shares; 2025Q1: 20,190 shares; 2025Q2: 19,701 shares; 2025Q3: 20,228 shares; 2025Q4: 19,432 shares 19,432 $9.4M 0.76% -796 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: restricted; 2024Q4: 31,627 shares; 2025Q1: 30,833 shares; 2025Q2: 29,661 shares; 2025Q3: 27,581 shares; 2025Q4: 26,205 shares 26,205 $8.2M 0.66% -1,376 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: 20,980 shares; 2025Q1: 20,687 shares; 2025Q2: 20,538 shares; 2025Q3: 20,222 shares; 2025Q4: 20,075 shares 20,075 $6.3M 0.51% -147 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 39,575 shares; 2025Q1: 36,116 shares; 2025Q2: 34,956 shares; 2025Q3: 35,151 shares; 2025Q4: 35,285 shares 35,285 $6.26M 0.5% +134 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: 27,807 shares; 2025Q1: 26,457 shares; 2025Q2: 26,391 shares; 2025Q3: 25,968 shares; 2025Q4: 24,418 shares 24,418 $5.05M 0.41% -1,550 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: 44,423 shares; 2025Q1: 43,169 shares; 2025Q2: 43,254 shares; 2025Q3: 42,803 shares; 2025Q4: 41,410 shares 41,410 $4.98M 0.4% -1,393 Timeline SCHE 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: 159,062 shares; 2025Q1: 159,662 shares; 2025Q2: 156,127 shares; 2025Q3: 152,635 shares; 2025Q4: 151,201 shares 151,201 $4.95M 0.4% -1,434 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: 25,238 shares; 2025Q1: 23,228 shares; 2025Q2: 23,247 shares; 2025Q3: 23,462 shares; 2025Q4: 23,037 shares 23,037 $4.88M 0.39% -425 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: 21,909 shares; 2025Q1: 21,893 shares; 2025Q2: 21,161 shares; 2025Q3: 21,308 shares; 2025Q4: 19,978 shares 19,978 $4.61M 0.37% -1,330 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: 16,686 shares; 2025Q1: 15,886 shares; 2025Q2: 15,818 shares; 2025Q3: 15,460 shares; 2025Q4: 14,456 shares 14,456 $4.28M 0.34% -1,004 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: restricted; 2024Q4: 6,919 shares; 2025Q1: 6,180 shares; 2025Q2: 5,474 shares; 2025Q3: 10,235 shares; 2025Q4: 28,122 shares 28,122 $4.05M 0.33% +17,887 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: 25,632 shares; 2025Q1: 24,860 shares; 2025Q2: 23,312 shares; 2025Q3: 23,185 shares; 2025Q4: 21,529 shares 21,529 $3.95M 0.32% -1,656 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,699 shares; 2025Q1: 16,740 shares; 2025Q2: 16,177 shares; 2025Q3: 15,977 shares; 2025Q4: 15,299 shares 15,299 $3.93M 0.32% -678 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: 4,790 shares; 2025Q1: 4,848 shares; 2025Q2: 5,295 shares; 2025Q3: 5,273 shares; 2025Q4: 5,257 shares 5,257 $3.58M 0.29% -16 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: 14,006 shares; 2025Q1: 19,168 shares; 2025Q2: 18,663 shares; 2025Q3: 18,196 shares; 2025Q4: 17,899 shares 17,899 $3.34M 0.27% -297 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: restricted; 2024Q4: 26,043 shares; 2025Q1: 26,043 shares; 2025Q2: 23,070 shares; 2025Q3: 23,220 shares; 2025Q4: 23,220 shares 23,220 $3.33M 0.27% 0 Timeline DSI 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: 27,390 shares; 2025Q1: 26,086 shares; 2025Q2: 25,694 shares; 2025Q3: 25,334 shares; 2025Q4: 24,729 shares 24,729 $3.19M 0.26% -605 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: 24,976 shares; 2025Q1: 23,733 shares; 2025Q2: 23,375 shares; 2025Q3: 23,650 shares; 2025Q4: 21,359 shares 21,359 $3.07M 0.25% -2,291 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,500 shares; 2025Q1: 21,500 shares; 2025Q2: 21,500 shares; 2025Q3: 21,500 shares; 2025Q4: 21,500 shares 21,500 $3.03M 0.24% 0 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: 29,279 shares; 2025Q1: 30,799 shares; 2025Q2: 29,565 shares; 2025Q3: 28,312 shares; 2025Q4: 26,160 shares 26,160 $2.91M 0.23% -2,152 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: 3,253 shares; 2025Q1: 3,203 shares; 2025Q2: 3,199 shares; 2025Q3: 3,158 shares; 2025Q4: 2,596 shares 2,596 $2.79M 0.22% -562 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: 9,642 shares; 2025Q1: 9,356 shares; 2025Q2: 9,363 shares; 2025Q3: 9,078 shares; 2025Q4: 8,950 shares 8,950 $2.74M 0.22% -128 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: restricted; 2024Q4: 28,249 shares; 2025Q1: 27,501 shares; 2025Q2: 25,617 shares; 2025Q3: 25,273 shares; 2025Q4: 23,093 shares 23,093 $2.69M 0.22% -2,180 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: 14,074 shares; 2025Q1: 12,429 shares; 2025Q2: 12,715 shares; 2025Q3: 11,937 shares; 2025Q4: 11,721 shares 11,721 $2.68M 0.22% -216 Timeline EUSA 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: 24,159 shares; 2025Q1: 39,060 shares; 2025Q2: 41,844 shares; 2025Q3: 45,638 shares; 2025Q4: 25,170 shares 25,170 $2.6M 0.21% -20,468 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: 38,652 shares; 2025Q1: 35,380 shares; 2025Q2: 36,211 shares; 2025Q3: 33,730 shares; 2025Q4: 33,347 shares 33,347 $2.57M 0.21% -383 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: 52,519 shares; 2025Q1: 41,359 shares; 2025Q2: 41,678 shares; 2025Q3: 41,085 shares; 2025Q4: 39,496 shares 39,496 $2.47M 0.2% -1,589 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: 79,189 shares; 2025Q1: 74,284 shares; 2025Q2: 69,753 shares; 2025Q3: 65,090 shares; 2025Q4: 59,898 shares 59,898 $2.44M 0.2% -5,192 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36,695 shares; 2025Q1: 32,816 shares; 2025Q2: 33,415 shares; 2025Q3: 30,165 shares; 2025Q4: 27,587 shares 27,587 $2.42M 0.19% -2,578 Timeline SCHZ 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: 97,261 shares; 2025Q1: 97,412 shares; 2025Q2: 97,520 shares; 2025Q3: 101,347 shares; 2025Q4: 96,397 shares 96,397 $2.25M 0.18% -4,950 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: restricted; 2024Q4: 86,964 shares; 2025Q1: 78,673 shares; 2025Q2: 81,444 shares; 2025Q3: 81,298 shares; 2025Q4: 80,720 shares 80,720 $2.21M 0.18% -578 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: 6,826 shares; 2025Q1: 6,676 shares; 2025Q2: 6,445 shares; 2025Q3: 6,495 shares; 2025Q4: 6,156 shares 6,156 $2.16M 0.17% -339 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: 5,553 shares; 2025Q1: 5,335 shares; 2025Q2: 4,929 shares; 2025Q3: 4,899 shares; 2025Q4: 4,576 shares 4,576 $2.07M 0.17% -323 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: 9,664 shares; 2025Q1: 9,137 shares; 2025Q2: 8,946 shares; 2025Q3: 9,088 shares; 2025Q4: 8,566 shares 8,566 $2.07M 0.17% -522 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,478 shares; 2025Q1: 5,483 shares; 2025Q2: 10,028 shares; 2025Q3: 9,978 shares; 2025Q4: 9,381 shares 9,381 $2.04M 0.16% -597 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 45,535 shares; 2025Q1: 45,535 shares; 2025Q2: 44,198 shares; 2025Q3: 44,198 shares; 2025Q4: 44,198 shares 44,198 $2.03M 0.16% 0 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: 10,361 shares; 2025Q1: 10,083 shares; 2025Q2: 10,529 shares; 2025Q3: 10,310 shares; 2025Q4: 11,566 shares 11,566 $1.98M 0.16% +1,256 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: 4,768 shares; 2025Q1: 4,370 shares; 2025Q2: 4,096 shares; 2025Q3: 4,044 shares; 2025Q4: 3,797 shares 3,797 $1.91M 0.15% -247 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,862 shares; 2025Q1: 7,707 shares; 2025Q2: 7,220 shares; 2025Q3: 7,483 shares; 2025Q4: 7,138 shares 7,138 $1.89M 0.15% -345 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: 2,431 shares; 2025Q1: 2,453 shares; 2025Q2: 2,294 shares; 2025Q3: 3,134 shares; 2025Q4: 2,842 shares 2,842 $1.88M 0.15% -292 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: 6,278 shares; 2025Q1: 5,709 shares; 2025Q2: 5,753 shares; 2025Q3: 5,823 shares; 2025Q4: 5,688 shares 5,688 $1.86M 0.15% -135 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: 6,371 shares; 2025Q1: 6,116 shares; 2025Q2: 5,655 shares; 2025Q3: 5,580 shares; 2025Q4: 5,294 shares 5,294 $1.86M 0.15% -286 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: 16,469 shares; 2025Q1: 16,512 shares; 2025Q2: 16,555 shares; 2025Q3: 16,614 shares; 2025Q4: 16,848 shares 16,848 $1.8M 0.14% +234 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: 15 shares; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 1,977 shares 1,977 $1.74M 0.14% +1,962 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,535 shares; 2025Q1: 6,352 shares; 2025Q2: 6,102 shares; 2025Q3: 6,067 shares; 2025Q4: 5,949 shares 5,949 $1.73M 0.14% -118 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: restricted; 2024Q4: 12,804 shares; 2025Q1: 12,374 shares; 2025Q2: 11,560 shares; 2025Q3: 11,565 shares; 2025Q4: 10,260 shares 10,260 $1.66M 0.13% -1,305 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: not reported; 2025Q1: 1,566 shares; 2025Q2: 1,633 shares; 2025Q3: 1,581 shares; 2025Q4: 1,539 shares 1,539 $1.65M 0.13% -42 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: 6,603 shares; 2025Q1: 6,103 shares; 2025Q2: 5,993 shares; 2025Q3: 6,021 shares; 2025Q4: 5,650 shares 5,650 $1.63M 0.13% -371 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,980 shares; 2025Q1: 22,620 shares; 2025Q2: 21,945 shares; 2025Q3: 21,334 shares; 2025Q4: 20,517 shares 20,517 $1.63M 0.13% -817 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: 4,589 shares; 2025Q1: 4,666 shares; 2025Q2: 4,577 shares; 2025Q3: 4,823 shares; 2025Q4: 4,703 shares 4,703 $1.63M 0.13% -120 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: 21,522 shares; 2025Q1: 20,428 shares; 2025Q2: 21,133 shares; 2025Q3: 20,000 shares; 2025Q4: 18,464 shares 18,464 $1.61M 0.13% -1,536 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,793 shares; 2025Q1: 11,793 shares; 2025Q2: 11,793 shares; 2025Q3: 12,142 shares; 2025Q4: 12,083 shares 12,083 $1.59M 0.13% -59 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,318 shares; 2025Q1: 9,282 shares; 2025Q2: 9,282 shares; 2025Q3: 9,337 shares; 2025Q4: 8,437 shares 8,437 $1.55M 0.13% -900 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: 15,629 shares; 2025Q1: 15,368 shares; 2025Q2: 14,963 shares; 2025Q3: 14,607 shares; 2025Q4: 13,657 shares 13,657 $1.55M 0.12% -950 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: 8,723 shares; 2025Q1: 8,539 shares; 2025Q2: 8,000 shares; 2025Q3: 7,659 shares; 2025Q4: 12,867 shares 12,867 $1.54M 0.12% +5,208 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: 75,123 shares; 2025Q1: 69,470 shares; 2025Q2: 73,022 shares; 2025Q3: 58,208 shares; 2025Q4: 58,884 shares 58,884 $1.46M 0.12% +676 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: 5,411 shares; 2025Q1: 5,331 shares; 2025Q2: 4,953 shares; 2025Q3: 4,817 shares; 2025Q4: 4,341 shares 4,341 $1.46M 0.12% -476 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: 13,156 shares; 2025Q1: 13,014 shares; 2025Q2: 11,945 shares; 2025Q3: 11,808 shares; 2025Q4: 11,004 shares 11,004 $1.44M 0.12% -804 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: 11,943 shares; 2025Q1: 11,010 shares; 2025Q2: 10,974 shares; 2025Q3: 11,005 shares; 2025Q4: 10,777 shares 10,777 $1.43M 0.12% -228 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: restricted; 2024Q4: 18,204 shares; 2025Q1: 17,865 shares; 2025Q2: 17,574 shares; 2025Q3: 20,436 shares; 2025Q4: 21,150 shares 21,150 $1.42M 0.11% +714 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,508 shares; 2025Q1: 12,795 shares; 2025Q2: 13,422 shares; 2025Q3: 13,112 shares; 2025Q4: 12,751 shares 12,751 $1.37M 0.11% -361 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,959 shares; 2025Q1: 11,559 shares; 2025Q2: 11,280 shares; 2025Q3: 11,265 shares; 2025Q4: 10,465 shares 10,465 $1.35M 0.11% -800 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 39,216 shares; 2025Q2: 39,638 shares; 2025Q3: 95,156 shares; 2025Q4: 93,799 shares 93,799 $1.35M 0.11% -1,357 Timeline XYLD 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: 42,562 shares; 2025Q1: 42,562 shares; 2025Q2: 33,046 shares; 2025Q3: 33,046 shares; 2025Q4: 33,046 shares 33,046 $1.34M 0.11% 0 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,688 shares; 2025Q1: 4,602 shares; 2025Q2: 4,410 shares; 2025Q3: 4,385 shares; 2025Q4: 3,788 shares 3,788 $1.33M 0.11% -597 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: restricted; 2024Q4: 42,045 shares; 2025Q1: 26,854 shares; 2025Q2: 26,474 shares; 2025Q3: 25,990 shares; 2025Q4: 24,576 shares 24,576 $1.33M 0.11% -1,414 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: 16,737 shares; 2025Q1: 16,980 shares; 2025Q2: 17,002 shares; 2025Q3: 27,971 shares; 2025Q4: 25,516 shares 25,516 $1.3M 0.1% -2,455 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,867 shares; 2025Q1: 5,124 shares; 2025Q2: 5,137 shares; 2025Q3: 5,126 shares; 2025Q4: 4,834 shares 4,834 $1.26M 0.1% -292 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,090 shares; 2025Q1: 27,220 shares; 2025Q2: 27,347 shares; 2025Q3: 26,748 shares; 2025Q4: 25,769 shares 25,769 $1.23M 0.1% -979 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: 1,248 shares; 2025Q1: 1,212 shares; 2025Q2: 1,314 shares; 2025Q3: 5,902 shares; 2025Q4: 5,641 shares 5,641 $1.21M 0.1% -261 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,303 shares; 2025Q1: 2,843 shares; 2025Q2: 2,685 shares; 2025Q3: 2,705 shares; 2025Q4: 2,530 shares 2,530 $1.19M 0.1% -175 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: 3,609 shares; 2025Q1: 3,283 shares; 2025Q2: 3,297 shares; 2025Q3: 3,255 shares; 2025Q4: 3,272 shares 3,272 $1.13M 0.09% +17 Timeline IJS 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: 9,845 shares; 2025Q1: 9,845 shares; 2025Q2: 9,845 shares; 2025Q3: 9,845 shares; 2025Q4: 9,799 shares 9,799 $1.11M 0.09% -46 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: 5,227 shares; 2025Q1: 4,873 shares; 2025Q2: 4,907 shares; 2025Q3: 4,682 shares; 2025Q4: 4,227 shares 4,227 $1.09M 0.09% -455 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,985 shares; 2025Q1: 9,985 shares; 2025Q2: 9,985 shares; 2025Q3: 11,168 shares; 2025Q4: 11,168 shares 11,168 $1.08M 0.09% 0 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,653 shares; 2025Q1: 9,996 shares; 2025Q2: 10,521 shares; 2025Q3: 9,808 shares; 2025Q4: 9,535 shares 9,535 $1.08M 0.09% -273 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,745 shares; 2025Q1: 3,560 shares; 2025Q2: 3,620 shares; 2025Q3: 3,390 shares; 2025Q4: 3,161 shares 3,161 $1.07M 0.09% -229 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,374 shares; 2025Q1: 9,374 shares; 2025Q2: 9,374 shares; 2025Q3: 9,830 shares; 2025Q4: 9,970 shares 9,970 $1.07M 0.09% +140 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,998 shares; 2025Q1: 4,791 shares; 2025Q2: 4,487 shares; 2025Q3: 4,421 shares; 2025Q4: 4,111 shares 4,111 $1.07M 0.09% -310 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: 1,101 shares; 2025Q1: 1,101 shares; 2025Q2: 1,101 shares; 2025Q3: 4,360 shares; 2025Q4: 3,946 shares 3,946 $1.06M 0.09% -414 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: 1,596 shares; 2025Q1: 1,573 shares; 2025Q2: 1,576 shares; 2025Q3: 1,533 shares; 2025Q4: 1,532 shares 1,532 $1.04M 0.08% -1 Timeline GVI 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: 12,202 shares; 2025Q1: 11,042 shares; 2025Q2: 9,343 shares; 2025Q3: 9,650 shares; 2025Q4: 9,651 shares 9,651 $1.04M 0.08% +1 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,125 shares; 2025Q1: 12,063 shares; 2025Q2: 12,351 shares; 2025Q3: 11,301 shares; 2025Q4: 10,231 shares 10,231 $1.02M 0.08% -1,070 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,895 shares; 2025Q1: 5,463 shares; 2025Q2: 5,607 shares; 2025Q3: 5,065 shares; 2025Q4: 4,892 shares 4,892 $1.02M 0.08% -173 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 55,973 shares; 2025Q1: 55,973 shares; 2025Q2: 55,973 shares; 2025Q3: 55,973 shares; 2025Q4: 55,973 shares 55,973 $1.02M 0.08% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,650 shares; 2025Q1: 9,101 shares; 2025Q2: 9,386 shares; 2025Q3: 8,973 shares; 2025Q4: 8,857 shares 8,857 $994K 0.08% -116 Timeline VIRT VIRTU FINL INC More: the full row for VIRTU FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,777 shares; 2025Q1: 28,113 shares; 2025Q2: 29,197 shares; 2025Q3: 28,959 shares; 2025Q4: 28,604 shares 28,604 $953K 0.08% -355 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: restricted; 2024Q4: 11,670 shares; 2025Q1: 10,963 shares; 2025Q2: 11,105 shares; 2025Q3: 10,186 shares; 2025Q4: 9,690 shares 9,690 $931K 0.07% -496 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,513 shares; 2025Q1: 5,042 shares; 2025Q2: 5,161 shares; 2025Q3: 4,671 shares; 2025Q4: 4,498 shares 4,498 $928K 0.07% -173 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,825 shares; 2025Q1: 10,617 shares; 2025Q2: 10,373 shares; 2025Q3: 9,206 shares; 2025Q4: 7,736 shares 7,736 $923K 0.07% -1,470 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: 8,478 shares; 2025Q1: 7,381 shares; 2025Q2: 7,578 shares; 2025Q3: 6,901 shares; 2025Q4: 6,645 shares 6,645 $916K 0.07% -256 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: 1,103 shares; 2025Q1: 994 shares; 2025Q2: 994 shares; 2025Q3: 1,037 shares; 2025Q4: 1,046 shares 1,046 $902K 0.07% +9 Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,560 shares; 2025Q1: 5,274 shares; 2025Q2: 5,229 shares; 2025Q3: 5,218 shares; 2025Q4: 4,925 shares 4,925 $897K 0.07% -293 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: 2,706 shares; 2025Q1: 2,847 shares; 2025Q2: 2,905 shares; 2025Q3: 2,828 shares; 2025Q4: 2,828 shares 2,828 $871K 0.07% 0 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: restricted; 2024Q4: 6,240 shares; 2025Q1: 6,180 shares; 2025Q2: 6,093 shares; 2025Q3: 5,811 shares; 2025Q4: 5,714 shares 5,714 $851K 0.07% -97 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,930 shares; 2025Q1: 10,974 shares; 2025Q2: 9,931 shares; 2025Q3: 9,809 shares; 2025Q4: 9,582 shares 9,582 $848K 0.07% -227 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,351 shares; 2025Q1: 11,022 shares; 2025Q2: 11,934 shares; 2025Q3: 9,810 shares; 2025Q4: 15,227 shares 15,227 $820K 0.07% +5,417 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,334 shares; 2025Q1: 2,514 shares; 2025Q2: 2,514 shares; 2025Q3: 11,926 shares; 2025Q4: 10,487 shares 10,487 $815K 0.07% -1,439 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,388 shares; 2025Q1: 3,383 shares; 2025Q2: 3,238 shares; 2025Q3: 3,201 shares; 2025Q4: 3,146 shares 3,146 $812K 0.07% -55 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,848 shares; 2025Q1: 15,854 shares; 2025Q2: 16,274 shares; 2025Q3: 14,295 shares; 2025Q4: 13,784 shares 13,784 $808K 0.06% -511 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,383 shares; 2025Q1: 2,333 shares; 2025Q2: 2,333 shares; 2025Q3: 2,283 shares; 2025Q4: 2,283 shares 2,283 $806K 0.06% 0 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,246 shares; 2025Q1: 4,134 shares; 2025Q2: 3,961 shares; 2025Q3: 3,961 shares; 2025Q4: 3,961 shares 3,961 $798K 0.06% 0 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: restricted; 2024Q4: 2,164 shares; 2025Q1: 2,165 shares; 2025Q2: 2,165 shares; 2025Q3: 2,165 shares; 2025Q4: 2,128 shares 2,128 $787K 0.06% -37 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,060 shares; 2025Q1: 4,785 shares; 2025Q2: 4,822 shares; 2025Q3: 4,999 shares; 2025Q4: 4,793 shares 4,793 $780K 0.06% -206 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,668 shares; 2025Q1: 17,227 shares; 2025Q2: 16,020 shares; 2025Q3: 15,834 shares; 2025Q4: 15,005 shares 15,005 $750K 0.06% -829 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,369 shares; 2025Q1: 6,490 shares; 2025Q2: 6,643 shares; 2025Q3: 6,211 shares; 2025Q4: 5,976 shares 5,976 $735K 0.06% -235 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: 1,226 shares; 2025Q1: 1,247 shares; 2025Q2: 1,282 shares; 2025Q3: 1,282 shares; 2025Q4: 1,281 shares 1,281 $734K 0.06% -1 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: 11,175 shares; 2025Q1: 11,175 shares; 2025Q2: 10,611 shares; 2025Q3: 11,144 shares; 2025Q4: 10,467 shares 10,467 $732K 0.06% -677 Timeline VCLT 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: 9,190 shares; 2025Q1: 9,190 shares; 2025Q2: 9,190 shares; 2025Q3: 9,190 shares; 2025Q4: 9,190 shares 9,190 $697K 0.06% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,610 shares; 2025Q1: 11,138 shares; 2025Q2: 10,723 shares; 2025Q3: 10,639 shares; 2025Q4: 10,716 shares 10,716 $683K 0.05% +77 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,157 shares; 2025Q1: 3,137 shares; 2025Q2: 3,137 shares; 2025Q3: 3,137 shares; 2025Q4: 3,116 shares 3,116 $677K 0.05% -21 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: 9,482 shares; 2025Q1: 9,758 shares; 2025Q2: 9,004 shares; 2025Q3: 8,913 shares; 2025Q4: 8,231 shares 8,231 $673K 0.05% -682 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 952 shares; 2025Q1: 887 shares; 2025Q2: 887 shares; 2025Q3: 857 shares; 2025Q4: 857 shares 857 $661K 0.05% 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: 5,835 shares; 2025Q1: 5,437 shares; 2025Q2: 5,527 shares; 2025Q3: 5,264 shares; 2025Q4: 5,068 shares 5,068 $635K 0.05% -196 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: 2,063 shares; 2025Q1: 2,063 shares; 2025Q2: 2,063 shares; 2025Q3: 2,013 shares; 2025Q4: 1,363 shares 1,363 $635K 0.05% -650 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,835 shares; 2025Q1: 4,000 shares; 2025Q2: 3,974 shares; 2025Q3: 6,591 shares; 2025Q4: 6,582 shares 6,582 $626K 0.05% -9 Timeline BAB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 509,366 shares; 2025Q1: 34,320 shares; 2025Q2: 27,533 shares; 2025Q3: 24,907 shares; 2025Q4: 22,952 shares 22,952 $624K 0.05% -1,955 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,368 shares; 2025Q1: 6,690 shares; 2025Q2: 6,990 shares; 2025Q3: 6,345 shares; 2025Q4: 5,995 shares 5,995 $623K 0.05% -350 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: 4,764 shares; 2025Q1: 4,288 shares; 2025Q2: 4,284 shares; 2025Q3: 4,327 shares; 2025Q4: 4,085 shares 4,085 $623K 0.05% -242 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: 1,856 shares; 2025Q1: 2,451 shares; 2025Q2: 2,443 shares; 2025Q3: 2,443 shares; 2025Q4: 2,459 shares 2,459 $605K 0.05% +16 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,369 shares; 2025Q1: 6,316 shares; 2025Q2: 6,270 shares; 2025Q3: 6,270 shares; 2025Q4: 6,270 shares 6,270 $604K 0.05% 0 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: 6,273 shares; 2025Q1: 6,036 shares; 2025Q2: 6,007 shares; 2025Q3: 5,788 shares; 2025Q4: 5,709 shares 5,709 $601K 0.05% -79 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: 9,130 shares; 2025Q1: 7,585 shares; 2025Q2: 7,492 shares; 2025Q3: 7,360 shares; 2025Q4: 7,400 shares 7,400 $594K 0.05% +40 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,658 shares; 2025Q1: 11,630 shares; 2025Q2: 11,605 shares; 2025Q3: 12,905 shares; 2025Q4: 12,855 shares 12,855 $591K 0.05% -50 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,241 shares; 2025Q1: 6,681 shares; 2025Q2: 6,771 shares; 2025Q3: 6,614 shares; 2025Q4: 6,005 shares 6,005 $587K 0.05% -609 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: 10,228 shares; 2025Q1: 10,113 shares; 2025Q2: 10,108 shares; 2025Q3: 10,105 shares; 2025Q4: 10,103 shares 10,103 $583K 0.05% -2 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: 3,818 shares; 2025Q1: 3,653 shares; 2025Q2: 3,650 shares; 2025Q3: 3,597 shares; 2025Q4: 3,619 shares 3,619 $580K 0.05% +22 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,375 shares; 2025Q1: 5,968 shares; 2025Q2: 6,077 shares; 2025Q3: 8,719 shares; 2025Q4: 5,968 shares 5,968 $573K 0.05% -2,751 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: restricted; 2024Q4: 20,690 shares; 2025Q1: 20,216 shares; 2025Q2: 20,734 shares; 2025Q3: 19,818 shares; 2025Q4: 18,405 shares 18,405 $550K 0.04% -1,413 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: 32,997 shares; 2025Q1: 29,959 shares; 2025Q2: 29,479 shares; 2025Q3: 26,184 shares; 2025Q4: 20,893 shares 20,893 $520K 0.04% -5,291 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,627 shares; 2025Q1: 5,312 shares; 2025Q2: 5,413 shares; 2025Q3: 5,444 shares; 2025Q4: 5,205 shares 5,205 $516K 0.04% -239 Timeline IJT 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: 3,250 shares; 2025Q1: 3,250 shares; 2025Q2: 3,250 shares; 2025Q3: 3,613 shares; 2025Q4: 3,613 shares 3,613 $510K 0.04% 0 Timeline FNDE 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: 17,533 shares; 2025Q1: 10,669 shares; 2025Q2: 11,904 shares; 2025Q3: 14,851 shares; 2025Q4: 14,054 shares 14,054 $507K 0.04% -797 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,552 shares; 2025Q1: 1,552 shares; 2025Q2: 1,552 shares; 2025Q3: 1,552 shares; 2025Q4: 1,552 shares 1,552 $501K 0.04% 0 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: 2,121 shares; 2025Q1: 1,999 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,509 shares 2,509 $489K 0.04% +509 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 100 shares; 2025Q1: 4,513 shares; 2025Q2: 4,763 shares; 2025Q3: 4,465 shares; 2025Q4: 4,340 shares 4,340 $479K 0.04% -125 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,605 shares; 2025Q1: 3,601 shares; 2025Q2: 3,507 shares; 2025Q3: 3,506 shares; 2025Q4: 3,388 shares 3,388 $478K 0.04% -118 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: 5,499 shares; 2025Q1: 4,483 shares; 2025Q2: 4,102 shares; 2025Q3: 4,342 shares; 2025Q4: 3,327 shares 3,327 $477K 0.04% -1,015 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: 1,718 shares; 2025Q1: 1,487 shares; 2025Q2: 1,471 shares; 2025Q3: 1,448 shares; 2025Q4: 1,492 shares 1,492 $475K 0.04% +44 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: 881 shares; 2025Q1: 840 shares; 2025Q2: 840 shares; 2025Q3: 815 shares; 2025Q4: 761 shares 761 $467K 0.04% -54 Timeline TW TRADEWEB MKTS INC More: the full row for TRADEWEB MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,251 shares; 2025Q1: 5,727 shares; 2025Q2: 5,083 shares; 2025Q3: 5,050 shares; 2025Q4: 4,246 shares 4,246 $457K 0.04% -804 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: restricted; 2024Q4: 12,674 shares; 2025Q1: 12,389 shares; 2025Q2: 12,389 shares; 2025Q3: 12,336 shares; 2025Q4: 12,490 shares 12,490 $453K 0.04% +154 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,059 shares; 2025Q1: 5,544 shares; 2025Q2: 5,834 shares; 2025Q3: 5,685 shares; 2025Q4: 5,201 shares 5,201 $449K 0.04% -484 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: 810 shares; 2025Q1: 930 shares; 2025Q2: 985 shares; 2025Q3: 840 shares; 2025Q4: 940 shares 940 $423K 0.03% +100 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: 3,278 shares; 2025Q1: 2,972 shares; 2025Q2: 2,743 shares; 2025Q3: 2,698 shares; 2025Q4: 2,624 shares 2,624 $420K 0.03% -74 Timeline SCHR 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: 19,848 shares; 2025Q1: 19,989 shares; 2025Q2: 19,949 shares; 2025Q3: 19,375 shares; 2025Q4: 16,593 shares 16,593 $416K 0.03% -2,782 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,217 shares; 2025Q1: 262,093 shares; 2025Q2: 23,139 shares; 2025Q3: 21,737 shares; 2025Q4: 19,708 shares 19,708 $414K 0.03% -2,029 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: 1,889 shares; 2025Q1: 1,889 shares; 2025Q2: 1,891 shares; 2025Q3: 1,891 shares; 2025Q4: 2,107 shares 2,107 $402K 0.03% +216 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: 643 shares; 2025Q1: 643 shares; 2025Q2: 657 shares; 2025Q3: 633 shares; 2025Q4: 602 shares 602 $393K 0.03% -31 Timeline EAGG 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: 7,843 shares; 2025Q1: 8,080 shares; 2025Q2: 7,920 shares; 2025Q3: 7,920 shares; 2025Q4: 8,211 shares 8,211 $393K 0.03% +291 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: 2,784 shares; 2025Q1: 2,706 shares; 2025Q2: 1,206 shares; 2025Q3: 1,984 shares; 2025Q4: 2,004 shares 2,004 $391K 0.03% +20 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: restricted; 2024Q4: 1,013 shares; 2025Q1: 1,006 shares; 2025Q2: 913 shares; 2025Q3: 892 shares; 2025Q4: 800 shares 800 $387K 0.03% -92 Timeline SCHH 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: 25,834 shares; 2025Q1: 20,442 shares; 2025Q2: 19,819 shares; 2025Q3: 19,634 shares; 2025Q4: 18,381 shares 18,381 $384K 0.03% -1,253 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: 1,700 shares; 2025Q1: 1,635 shares; 2025Q2: 1,661 shares; 2025Q3: 1,624 shares; 2025Q4: 1,624 shares 1,624 $372K 0.03% 0 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: 2,592 shares; 2025Q1: 2,165 shares; 2025Q2: 2,167 shares; 2025Q3: 2,167 shares; 2025Q4: 2,094 shares 2,094 $372K 0.03% -73 Timeline DJP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,531 shares; 2025Q1: 4,571 shares; 2025Q2: 6,050 shares; 2025Q3: 8,200 shares; 2025Q4: 9,600 shares 9,600 $361K 0.03% +1,400 Timeline CAC CAMDEN NATL CORP More: the full row for CAMDEN NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,179 shares; 2025Q1: 1,398 shares; 2025Q2: 1,392 shares; 2025Q3: 1,388 shares; 2025Q4: 8,285 shares 8,285 $359K 0.03% +6,897 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,494 shares; 2025Q1: 2,448 shares; 2025Q2: 2,434 shares; 2025Q3: 2,086 shares; 2025Q4: 1,934 shares 1,934 $357K 0.03% -152 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,955 shares; 2025Q1: 3,955 shares; 2025Q2: 3,910 shares; 2025Q3: 3,910 shares; 2025Q4: 3,910 shares 3,910 $356K 0.03% 0 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: 3,032 shares; 2025Q1: 3,032 shares; 2025Q2: 3,032 shares; 2025Q3: 3,032 shares; 2025Q4: 3,032 shares 3,032 $352K 0.03% 0 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: 6,926 shares; 2025Q1: 6,889 shares; 2025Q2: 6,548 shares; 2025Q3: 6,301 shares; 2025Q4: 6,300 shares 6,300 $346K 0.03% -1 Timeline XLU 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: 5,319 shares; 2025Q1: 4,729 shares; 2025Q2: 4,647 shares; 2025Q3: 4,047 shares; 2025Q4: 7,473 shares 7,473 $319K 0.03% +3,426 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 523 shares; 2025Q1: 524 shares; 2025Q2: 524 shares; 2025Q3: 524 shares; 2025Q4: 523 shares 523 $316K 0.03% -1 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,077 shares; 2025Q1: 1,085 shares; 2025Q2: 1,085 shares; 2025Q3: 1,439 shares; 2025Q4: 1,427 shares 1,427 $314K 0.03% -12 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: 1,111 shares; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 1,084 shares; 2025Q4: 1,107 shares 1,107 $300K 0.02% +23 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: 3,322 shares; 2025Q1: 3,318 shares; 2025Q2: 3,285 shares; 2025Q3: 2,935 shares; 2025Q4: 3,220 shares 3,220 $300K 0.02% +285 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: 1,202 shares; 2025Q1: 1,202 shares; 2025Q2: 1,202 shares; 2025Q3: 1,489 shares; 2025Q4: 1,489 shares 1,489 $296K 0.02% 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: restricted; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: 268 shares; 2025Q4: 268 shares 268 $287K 0.02% 0 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: 1,394 shares; 2025Q1: 1,368 shares; 2025Q2: 1,350 shares; 2025Q3: 1,350 shares; 2025Q4: 1,305 shares 1,305 $277K 0.02% -45 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: restricted; 2024Q4: 1,509 shares; 2025Q1: 1,473 shares; 2025Q2: 1,448 shares; 2025Q3: 2,169 shares; 2025Q4: 2,169 shares 2,169 $267K 0.02% 0 Timeline PL PLANET LABS PBC More: the full row for PLANET LABS PBC 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: 13,400 shares 13,400 $264K 0.02% new Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,575 shares; 2025Q1: 3,506 shares; 2025Q2: 3,469 shares; 2025Q3: 3,375 shares; 2025Q4: 5,412 shares 5,412 $245K 0.02% +2,037 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,231 shares 2,231 $224K 0.02% new 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: 1,332 shares; 2025Q1: 1,327 shares; 2025Q2: 1,453 shares; 2025Q3: 1,413 shares; 2025Q4: 1,445 shares 1,445 $222K 0.02% +32 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: 474 shares; 2025Q1: 474 shares; 2025Q2: 474 shares; 2025Q3: 872 shares; 2025Q4: 872 shares 872 $215K 0.02% 0 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,509 shares; 2025Q1: 8,020 shares; 2025Q2: 7,655 shares; 2025Q3: 2,381 shares; 2025Q4: 1,518 shares 1,518 $209K 0.02% -863 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,518 shares; 2025Q1: 4,185 shares; 2025Q2: 4,181 shares; 2025Q3: 4,079 shares; 2025Q4: 3,877 shares 3,877 $209K 0.02% -202 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,766 shares; 2025Q1: 7,955 shares; 2025Q2: 8,198 shares; 2025Q3: 6,905 shares; 2025Q4: 5,579 shares 5,579 $206K 0.02% -1,326 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: 500 shares; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 511 shares 511 $203K 0.02% +61 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,833 shares; 2025Q1: 3,645 shares; 2025Q2: 3,130 shares; 2025Q3: 2,800 shares; 2025Q4: 2,023 shares 2,023 $201K 0.02% -777 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: 1,559 shares; 2025Q1: 1,559 shares; 2025Q2: 1,551 shares; 2025Q3: 1,531 shares; 2025Q4: 1,423 shares 1,423 $198K 0.02% -108 Timeline FNLC FIRST BANCORP INC ME More: the full row for FIRST BANCORP INC ME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,799 shares; 2025Q1: 7,769 shares; 2025Q2: 7,448 shares; 2025Q3: 7,448 shares; 2025Q4: 7,448 shares 7,448 $197K 0.02% 0 Timeline OTTR OTTER TAIL CORP More: the full row for OTTER TAIL 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: not reported; 2025Q3: not reported; 2025Q4: 2,400 shares 2,400 $194K 0.02% new 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: 4,383 shares; 2025Q1: 4,313 shares; 2025Q2: 4,171 shares; 2025Q3: 579 shares; 2025Q4: 550 shares 550 $192K 0.02% -29 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 923 shares; 2025Q1: 908 shares; 2025Q2: 908 shares; 2025Q3: 1,210 shares; 2025Q4: 1,210 shares 1,210 $188K 0.02% 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: 2,482 shares; 2025Q1: 2,476 shares; 2025Q2: 2,194 shares; 2025Q3: 2,145 shares; 2025Q4: 1,989 shares 1,989 $186K 0.01% -156 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: 2,278 shares; 2025Q1: 1,565 shares; 2025Q2: 1,565 shares; 2025Q3: 1,099 shares; 2025Q4: 1,099 shares 1,099 $185K 0.01% 0 Timeline BHB BAR HBR BANKSHARES More: the full row for BAR HBR BANKSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,175 shares; 2025Q1: 8,175 shares; 2025Q2: 8,175 shares; 2025Q3: 8,175 shares; 2025Q4: 5,841 shares 5,841 $181K 0.01% -2,334 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,770 shares; 2025Q1: 3,851 shares; 2025Q2: 3,851 shares; 2025Q3: 4,034 shares; 2025Q4: 4,074 shares 4,074 $180K 0.01% +40 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: restricted; 2024Q4: 631 shares; 2025Q1: 623 shares; 2025Q2: 616 shares; 2025Q3: 613 shares; 2025Q4: 612 shares 612 $180K 0.01% -1 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 360 shares; 2025Q1: 360 shares; 2025Q2: 360 shares; 2025Q3: 360 shares; 2025Q4: 360 shares 360 $176K 0.01% 0 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 345 shares; 2025Q1: 345 shares; 2025Q2: 345 shares; 2025Q3: 345 shares; 2025Q4: 345 shares 345 $166K 0.01% 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: 435 shares; 2025Q1: 435 shares; 2025Q2: 385 shares; 2025Q3: 385 shares; 2025Q4: 385 shares 385 $164K 0.01% 0 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: 2,364 shares; 2025Q1: 3,026 shares; 2025Q2: 3,026 shares; 2025Q3: 3,026 shares; 2025Q4: 1,713 shares 1,713 $161K 0.01% -1,313 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: 46 shares; 2025Q1: 46 shares; 2025Q2: 46 shares; 2025Q3: 46 shares; 2025Q4: 46 shares 46 $156K 0.01% 0 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: 783 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares 400 $156K 0.01% 0 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 259 shares; 2025Q1: 265 shares; 2025Q2: 259 shares; 2025Q3: 249 shares; 2025Q4: 263 shares 263 $150K 0.01% +14 Timeline PHO 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: restricted; 2024Q4: 2,128 shares; 2025Q1: 2,128 shares; 2025Q2: 2,128 shares; 2025Q3: 2,128 shares; 2025Q4: 2,128 shares 2,128 $150K 0.01% 0 Timeline DCI DONALDSON INC More: the full row for DONALDSON 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: 1,654 shares; 2025Q2: 1,654 shares; 2025Q3: 1,654 shares; 2025Q4: 1,654 shares 1,654 $147K 0.01% 0 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 982 shares; 2025Q1: 982 shares; 2025Q2: 982 shares; 2025Q3: 982 shares; 2025Q4: 982 shares 982 $137K 0.01% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,190 shares; 2025Q1: 2,538 shares; 2025Q2: 2,375 shares; 2025Q3: 2,500 shares; 2025Q4: 2,412 shares 2,412 $132K 0.01% -88 Timeline USMV 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: 797 shares; 2025Q1: 797 shares; 2025Q2: 797 shares; 2025Q3: 1,397 shares; 2025Q4: 1,397 shares 1,397 $132K 0.01% 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: 5,017 shares; 2025Q1: 5,017 shares; 2025Q2: 5,016 shares; 2025Q3: 4,965 shares; 2025Q4: 4,960 shares 4,960 $130K 0.01% -5 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 812 shares; 2025Q1: 813 shares; 2025Q2: 813 shares; 2025Q3: 813 shares; 2025Q4: 734 shares 734 $127K 0.01% -79 Timeline USRT 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: 1,480 shares; 2025Q2: 2,220 shares; 2025Q3: 2,220 shares; 2025Q4: 2,220 shares 2,220 $126K 0.01% 0 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: 334 shares; 2025Q1: 276 shares; 2025Q2: 221 shares; 2025Q3: 216 shares; 2025Q4: 216 shares 216 $125K 0.01% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,153 shares; 2025Q1: 1,147 shares; 2025Q2: 940 shares; 2025Q3: 939 shares; 2025Q4: 764 shares 764 $125K 0.01% -175 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 440 shares; 2025Q1: 440 shares; 2025Q2: 440 shares; 2025Q3: 440 shares; 2025Q4: 440 shares 440 $123K 0.01% 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: 200 shares; 2025Q1: 200 shares; 2025Q2: 228 shares; 2025Q3: 200 shares; 2025Q4: 206 shares 206 $118K 0.01% +6 Timeline ESTC ELASTIC N V More: the full row for ELASTIC N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,725 shares; 2025Q1: 16,534 shares; 2025Q2: 16,739 shares; 2025Q3: 16,210 shares; 2025Q4: 1,545 shares 1,545 $117K 0.01% -14,665 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,075 shares; 2025Q1: 1,064 shares; 2025Q2: 1,061 shares; 2025Q3: 1,058 shares; 2025Q4: 1,056 shares 1,056 $116K 0.01% -2 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 360 shares; 2025Q1: 328 shares; 2025Q2: 328 shares; 2025Q3: 257 shares; 2025Q4: 257 shares 257 $115K 0.01% 0 DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,126 shares; 2025Q1: 941 shares; 2025Q2: 937 shares; 2025Q3: 935 shares; 2025Q4: 969 shares 969 $114K 0.01% +34 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 876 shares; 2025Q1: 754 shares; 2025Q2: 751 shares; 2025Q3: 629 shares; 2025Q4: 777 shares 777 $110K 0.01% +148 Timeline XLC 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: 917 shares; 2025Q1: 931 shares; 2025Q2: 931 shares; 2025Q3: 931 shares; 2025Q4: 931 shares 931 $110K 0.01% 0 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,170 shares; 2025Q1: 16,280 shares; 2025Q2: 896 shares; 2025Q3: 846 shares; 2025Q4: 800 shares 800 $109K 0.01% -46 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: 414 shares; 2025Q1: 414 shares; 2025Q2: 414 shares; 2025Q3: 414 shares; 2025Q4: 414 shares 414 $107K 0.01% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 409 shares; 2025Q1: 409 shares; 2025Q2: 409 shares; 2025Q3: 409 shares; 2025Q4: 432 shares 432 $105K 0.01% +23 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,225 shares; 2025Q1: 2,225 shares; 2025Q2: 2,225 shares; 2025Q3: 2,300 shares; 2025Q4: 1,966 shares 1,966 $104K 0.01% -334 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: 300 shares; 2025Q1: 301 shares; 2025Q2: 301 shares; 2025Q3: 301 shares; 2025Q4: 356 shares 356 $103K 0.01% +55 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 765 shares; 2025Q3: 765 shares; 2025Q4: 765 shares 765 $103K 0.01% 0 Timeline EZU 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: 1,560 shares; 2025Q1: 1,560 shares; 2025Q2: 1,560 shares; 2025Q3: 1,560 shares; 2025Q4: 1,559 shares 1,559 $99.9K 0.01% -1 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: 804 shares; 2025Q1: 694 shares; 2025Q2: 304 shares; 2025Q3: 286 shares; 2025Q4: 299 shares 299 $98.7K 0.01% +13 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: restricted; 2024Q4: 594 shares; 2025Q1: 594 shares; 2025Q2: 594 shares; 2025Q3: 594 shares; 2025Q4: 594 shares 594 $96.6K 0.01% 0 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,172 shares; 2025Q1: 1,172 shares; 2025Q2: 1,272 shares; 2025Q3: 1,272 shares; 2025Q4: 1,101 shares 1,101 $96.2K 0.01% -171 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,493 shares; 2025Q1: 1,493 shares; 2025Q2: 1,493 shares; 2025Q3: 1,493 shares; 2025Q4: 960 shares 960 $95.9K 0.01% -533 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: not reported; 2025Q1: 847 shares; 2025Q2: 753 shares; 2025Q3: 753 shares; 2025Q4: 560 shares 560 $95.9K 0.01% -193 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,167 shares; 2025Q1: 1,167 shares; 2025Q2: 1,177 shares; 2025Q3: 1,177 shares; 2025Q4: 1,190 shares 1,190 $93.9K 0.01% +13 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,058 shares; 2025Q1: 716 shares; 2025Q2: 716 shares; 2025Q3: 716 shares; 2025Q4: 716 shares 716 $92.4K 0.01% 0 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS 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: 659 shares; 2025Q3: 659 shares; 2025Q4: 659 shares 659 $91.5K 0.01% 0 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 310 shares; 2025Q1: 310 shares; 2025Q2: 306 shares; 2025Q3: 1,065 shares; 2025Q4: 1,548 shares 1,548 $90.7K 0.01% +483 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: 177 shares; 2025Q1: 177 shares; 2025Q2: 177 shares; 2025Q3: 177 shares; 2025Q4: 176 shares 176 $89.8K 0.01% -1 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 544 shares 544 $87.9K 0.01% new Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 225 shares; 2025Q1: 225 shares; 2025Q2: 225 shares; 2025Q3: 225 shares; 2025Q4: 225 shares 225 $87K 0.01% 0 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,537 shares; 2025Q1: 1,537 shares; 2025Q2: 1,537 shares; 2025Q3: 1,537 shares; 2025Q4: 1,537 shares 1,537 $86.6K 0.01% 0 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 453 shares; 2025Q1: 443 shares; 2025Q2: 443 shares; 2025Q3: 443 shares; 2025Q4: 443 shares 443 $86K 0.01% 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: 1,188 shares; 2025Q1: 1,212 shares; 2025Q2: 1,207 shares; 2025Q3: 1,232 shares; 2025Q4: 1,882 shares 1,882 $84.1K 0.01% +650 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 850 shares; 2025Q1: 850 shares; 2025Q2: 1,305 shares; 2025Q3: 1,305 shares; 2025Q4: 1,305 shares 1,305 $84K 0.01% 0 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: restricted; 2024Q4: 404 shares; 2025Q1: 404 shares; 2025Q2: 404 shares; 2025Q3: 404 shares; 2025Q4: 404 shares 404 $83K 0.01% 0 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,140 shares; 2025Q1: 1,140 shares; 2025Q2: 1,140 shares; 2025Q3: 1,140 shares; 2025Q4: 1,140 shares 1,140 $81.6K 0.01% 0 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: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares 1,100 $78.6K 0.01% 0 Timeline VCR 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: 169 shares; 2025Q1: 199 shares; 2025Q2: 199 shares; 2025Q3: 199 shares; 2025Q4: 199 shares 199 $78.4K 0.01% 0 Timeline IYY 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: 472 shares; 2025Q1: 472 shares; 2025Q2: 472 shares; 2025Q3: 472 shares; 2025Q4: 472 shares 472 $78.3K 0.01% 0 Timeline VCSH 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: 1,071 shares; 2025Q1: 959 shares; 2025Q2: 959 shares; 2025Q3: 972 shares; 2025Q4: 972 shares 972 $77.5K 0.01% 0 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,045 shares; 2025Q1: 1,045 shares; 2025Q2: 1,045 shares; 2025Q3: 1,045 shares; 2025Q4: 1,045 shares 1,045 $76.9K 0.01% 0 Timeline JXI 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: 1,350 shares; 2025Q1: 1,150 shares; 2025Q2: 1,000 shares; 2025Q3: 965 shares; 2025Q4: 965 shares 965 $75.9K 0.01% 0 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: restricted; 2024Q4: 625 shares; 2025Q1: 626 shares; 2025Q2: 614 shares; 2025Q3: 614 shares; 2025Q4: 650 shares 650 $75K 0.01% +36 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: restricted; 2024Q4: 153 shares; 2025Q1: 153 shares; 2025Q2: 153 shares; 2025Q3: 153 shares; 2025Q4: 246 shares 246 $74.8K 0.01% +93 Timeline PGX 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: 6,500 shares; 2025Q1: 6,500 shares; 2025Q2: 6,500 shares; 2025Q3: 6,500 shares; 2025Q4: 6,500 shares 6,500 $73.1K 0.01% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares 250 $72.2K 0.01% 0 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: restricted; 2024Q4: 905 shares; 2025Q1: 905 shares; 2025Q2: 905 shares; 2025Q3: 905 shares; 2025Q4: 905 shares 905 $71.8K 0.01% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,026 shares; 2025Q1: 900 shares; 2025Q2: 895 shares; 2025Q3: 892 shares; 2025Q4: 889 shares 889 $70.2K 0.01% -3 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,613 shares 2,613 $69.7K 0.01% new 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: 99 shares; 2025Q1: 86 shares; 2025Q2: 86 shares; 2025Q3: 86 shares; 2025Q4: 86 shares 86 $69.6K 0.01% 0 Timeline WDFC WD 40 CO More: the full row for WD 40 CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 351 shares; 2025Q1: 351 shares; 2025Q2: 351 shares; 2025Q3: 351 shares; 2025Q4: 351 shares 351 $69.1K 0.01% 0 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG 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: not reported; 2025Q3: 1,567 shares; 2025Q4: 1,567 shares 1,567 $68.2K 0.01% 0 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,389 shares; 2025Q1: 2,360 shares; 2025Q2: 660 shares; 2025Q3: 660 shares; 2025Q4: 660 shares 660 $66.5K 0.01% 0 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: restricted; 2024Q4: 2,040 shares; 2025Q1: 2,040 shares; 2025Q2: 2,040 shares; 2025Q3: 2,040 shares; 2025Q4: 2,040 shares 2,040 $66.5K 0.01% 0 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 466 shares; 2025Q1: 466 shares; 2025Q2: 466 shares; 2025Q3: 466 shares; 2025Q4: 466 shares 466 $65.7K 0.01% 0 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 795 shares; 2025Q1: 783 shares; 2025Q2: 783 shares; 2025Q3: 783 shares; 2025Q4: 783 shares 783 $64.2K 0.01% 0 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: 859 shares; 2025Q1: 859 shares; 2025Q2: 859 shares; 2025Q3: 759 shares; 2025Q4: 759 shares 759 $63.6K 0.01% 0 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: restricted; 2024Q4: 16 shares; 2025Q1: 16 shares; 2025Q2: 16 shares; 2025Q3: 791 shares; 2025Q4: 891 shares 891 $63.6K 0.01% +100 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,056 shares; 2025Q1: 1,156 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares 1,100 $63.2K 0.01% 0 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 209 shares; 2025Q1: 209 shares; 2025Q2: 209 shares; 2025Q3: 267 shares; 2025Q4: 292 shares 292 $62.5K 0.01% +25 Timeline NWFL NORWOOD FINANCIAL CORP More: the full row for NORWOOD FINANCIAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,709 shares; 2025Q1: 1,728 shares; 2025Q2: 1,850 shares; 2025Q3: 2,174 shares; 2025Q4: 2,199 shares 2,199 $61.7K <0.01% +25 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 273 shares; 2025Q1: 286 shares; 2025Q2: 311 shares; 2025Q3: 273 shares; 2025Q4: 233 shares 233 $61.2K <0.01% -40 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 337 shares; 2025Q1: 337 shares; 2025Q2: 337 shares; 2025Q3: 337 shares; 2025Q4: 337 shares 337 $61.1K <0.01% 0 Timeline WEX WEX INC More: the full row for WEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 380 shares; 2025Q1: 380 shares; 2025Q2: 380 shares; 2025Q3: 380 shares; 2025Q4: 380 shares 380 $56.6K <0.01% 0 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 452 shares; 2025Q1: 364 shares; 2025Q2: 364 shares; 2025Q3: 364 shares; 2025Q4: 250 shares 250 $55.8K <0.01% -114 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 200 shares; 2025Q1: 195 shares; 2025Q2: 195 shares; 2025Q3: 182 shares; 2025Q4: 182 shares 182 $55K <0.01% 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: 818 shares; 2025Q1: 818 shares; 2025Q2: 818 shares; 2025Q3: 818 shares; 2025Q4: 818 shares 818 $54.8K <0.01% 0 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF 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: 1,103 shares; 2025Q4: 1,103 shares 1,103 $54.8K <0.01% 0 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 297 shares; 2025Q1: 297 shares; 2025Q2: 297 shares; 2025Q3: 297 shares; 2025Q4: 297 shares 297 $54.7K <0.01% 0 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: 676 shares; 2025Q1: 676 shares; 2025Q2: 1,352 shares; 2025Q3: 1,352 shares; 2025Q4: 1,339 shares 1,339 $53.7K <0.01% -13 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: 107 shares; 2025Q1: 103 shares; 2025Q2: 101 shares; 2025Q3: 99 shares; 2025Q4: 99 shares 99 $51.7K <0.01% 0 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM 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: 2,225 shares; 2025Q4: 2,225 shares 2,225 $49.9K <0.01% 0 Timeline BIL 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: 546 shares; 2025Q3: 546 shares; 2025Q4: 546 shares 546 $49.9K <0.01% 0 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 229 shares; 2025Q1: 419 shares; 2025Q2: 327 shares; 2025Q3: 577 shares; 2025Q4: 577 shares 577 $49K <0.01% 0 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares 300 $49K <0.01% 0 Timeline ETG EATON VANCE TX ADV GLBL DIV More: the full row for EATON VANCE TX ADV GLBL DIV 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: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $46.2K <0.01% 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: 595 shares; 2025Q1: 595 shares; 2025Q2: 595 shares; 2025Q3: 435 shares; 2025Q4: 456 shares 456 $46K <0.01% +21 Timeline CGTX COGNITION THERAPEUTICS INC More: the full row for COGNITION THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 34,019 shares; 2025Q1: 34,019 shares; 2025Q2: 34,019 shares; 2025Q3: 34,019 shares; 2025Q4: 34,019 shares 34,019 $45.9K <0.01% 0 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 435 shares; 2025Q1: 435 shares; 2025Q2: 435 shares; 2025Q3: 435 shares; 2025Q4: 497 shares 497 $45.5K <0.01% +62 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,280 shares; 2025Q1: 2,280 shares; 2025Q2: 2,280 shares; 2025Q3: 2,280 shares; 2025Q4: 2,280 shares 2,280 $44.5K <0.01% 0 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: 367 shares; 2025Q1: 350 shares; 2025Q2: 351 shares; 2025Q3: 348 shares; 2025Q4: 337 shares 337 $43K <0.01% -11 Timeline SUSB 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: 1,680 shares; 2025Q1: 1,680 shares; 2025Q2: 1,680 shares; 2025Q3: 1,680 shares; 2025Q4: 1,680 shares 1,680 $42.4K <0.01% 0 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: 240 shares; 2025Q1: 330 shares; 2025Q2: 230 shares; 2025Q3: 155 shares; 2025Q4: 238 shares 238 $42.3K <0.01% +83 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: 561 shares; 2025Q1: 561 shares; 2025Q2: 561 shares; 2025Q3: 561 shares; 2025Q4: 561 shares 561 $41.2K <0.01% 0 Timeline XHB 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: 400 shares; 2025Q4: 400 shares 400 $41.2K <0.01% 0 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 853 shares; 2025Q1: 604 shares; 2025Q2: 604 shares; 2025Q3: 604 shares; 2025Q4: 604 shares 604 $40.7K <0.01% 0 Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,986 shares; 2025Q1: 4,136 shares; 2025Q2: 4,243 shares; 2025Q3: 2,155 shares; 2025Q4: 2,046 shares 2,046 $39.9K <0.01% -109 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 85 shares; 2025Q1: 85 shares; 2025Q2: 85 shares; 2025Q3: 85 shares; 2025Q4: 84 shares 84 $39.2K <0.01% -1 Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 975 shares; 2025Q2: 999 shares; 2025Q3: 479 shares; 2025Q4: 458 shares 458 $39.2K <0.01% -21 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,585 shares; 2025Q1: 1,265 shares; 2025Q2: 1,167 shares; 2025Q3: 1,167 shares; 2025Q4: 1,111 shares 1,111 $38.9K <0.01% -56 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 206 shares; 2025Q1: 206 shares; 2025Q2: 206 shares; 2025Q3: 206 shares; 2025Q4: 206 shares 206 $38.2K <0.01% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 590 shares 590 $38K <0.01% new Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,433 shares; 2025Q1: 1,830 shares; 2025Q2: 1,830 shares; 2025Q3: 1,414 shares; 2025Q4: 1,393 shares 1,393 $37.8K <0.01% -21 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: 883 shares; 2025Q1: 604 shares; 2025Q2: 604 shares; 2025Q3: 604 shares; 2025Q4: 706 shares 706 $37.7K <0.01% +102 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: 298 shares; 2025Q1: 311 shares; 2025Q2: 248 shares; 2025Q3: 193 shares; 2025Q4: 162 shares 162 $37.5K <0.01% -31 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 242 shares; 2025Q1: 242 shares; 2025Q2: 242 shares; 2025Q3: 242 shares; 2025Q4: 242 shares 242 $37.5K <0.01% 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: 218 shares 218 $37K <0.01% new Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 174 shares; 2025Q1: 174 shares; 2025Q2: 174 shares; 2025Q3: 174 shares; 2025Q4: 174 shares 174 $36.4K <0.01% 0 Timeline XLRE 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: 2,507 shares; 2025Q1: 1,039 shares; 2025Q2: 908 shares; 2025Q3: 889 shares; 2025Q4: 889 shares 889 $35.9K <0.01% 0 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 350 shares 350 $35.8K <0.01% 0 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: 54 shares; 2025Q1: 54 shares; 2025Q2: 54 shares; 2025Q3: 54 shares; 2025Q4: 54 shares 54 $35.8K <0.01% 0 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 285 shares 285 $35.4K <0.01% new 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: 96 shares; 2025Q1: 96 shares; 2025Q2: 96 shares; 2025Q3: 96 shares; 2025Q4: 154 shares 154 $35.1K <0.01% +58 Timeline EMXC 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: 1,802 shares; 2025Q1: 1,645 shares; 2025Q2: 460 shares; 2025Q3: 564 shares; 2025Q4: 471 shares 471 $34.2K <0.01% -93 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,075 shares; 2025Q1: 868 shares; 2025Q2: 903 shares; 2025Q3: 938 shares; 2025Q4: 848 shares 848 $34.1K <0.01% -90 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 564 shares; 2025Q1: 511 shares; 2025Q2: 430 shares; 2025Q3: 430 shares; 2025Q4: 430 shares 430 $34.1K <0.01% 0 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 741 shares; 2025Q1: 841 shares; 2025Q2: 841 shares; 2025Q3: 691 shares; 2025Q4: 691 shares 691 $33.9K <0.01% 0 Timeline ILF 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: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares 1,100 $33.5K <0.01% 0 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: 118 shares; 2025Q1: 118 shares; 2025Q2: 118 shares; 2025Q3: 118 shares; 2025Q4: 118 shares 118 $32.2K <0.01% 0 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 158 shares; 2025Q4: 158 shares 158 $31.5K <0.01% 0 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 315 shares; 2025Q1: 315 shares; 2025Q2: 315 shares; 2025Q3: 315 shares; 2025Q4: 315 shares 315 $31.4K <0.01% 0 Timeline BIV 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: 387 shares; 2025Q1: 387 shares; 2025Q2: 387 shares; 2025Q3: 391 shares; 2025Q4: 391 shares 391 $30.5K <0.01% 0 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 650 shares; 2025Q1: 650 shares; 2025Q2: 650 shares; 2025Q3: 650 shares; 2025Q4: 650 shares 650 $30.4K <0.01% 0 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 152 shares; 2025Q1: 152 shares; 2025Q2: 152 shares; 2025Q3: 152 shares; 2025Q4: 186 shares 186 $29.9K <0.01% +34 Timeline SPLV 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: 58 shares; 2025Q1: 58 shares; 2025Q2: 58 shares; 2025Q3: 453 shares; 2025Q4: 418 shares 418 $29.9K <0.01% -35 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,060 shares; 2025Q1: 1,071 shares; 2025Q2: 636 shares; 2025Q3: 636 shares; 2025Q4: 636 shares 636 $29.6K <0.01% 0 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 500 shares; 2025Q4: 500 shares 500 $29.4K <0.01% 0 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: restricted; 2024Q4: 398 shares; 2025Q1: 398 shares; 2025Q2: 398 shares; 2025Q3: 298 shares; 2025Q4: 332 shares 332 $29.3K <0.01% +34 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: 624 shares; 2025Q1: 290 shares; 2025Q2: 290 shares; 2025Q3: 290 shares; 2025Q4: 290 shares 290 $28.7K <0.01% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 150 shares; 2025Q4: 304 shares 304 $27.9K <0.01% +154 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: restricted; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 292 shares 292 $27.8K <0.01% +142 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,584 shares; 2025Q1: 7,407 shares; 2025Q2: 7,578 shares; 2025Q3: 125 shares; 2025Q4: 100 shares 100 $27.5K <0.01% -25 Timeline LQD 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: 225 shares; 2025Q1: 217 shares; 2025Q2: 217 shares; 2025Q3: 217 shares; 2025Q4: 248 shares 248 $27.3K <0.01% +31 Timeline IYK 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: 408 shares; 2025Q1: 408 shares; 2025Q2: 408 shares; 2025Q3: 408 shares; 2025Q4: 408 shares 408 $27.3K <0.01% 0 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 823 shares; 2025Q1: 823 shares; 2025Q2: 823 shares; 2025Q3: 447 shares; 2025Q4: 447 shares 447 $27K <0.01% 0 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 552 shares; 2025Q1: 572 shares; 2025Q2: 552 shares; 2025Q3: 552 shares; 2025Q4: 487 shares 487 $26.9K <0.01% -65 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: 22 shares; 2025Q1: 22 shares; 2025Q2: 22 shares; 2025Q3: 22 shares; 2025Q4: 22 shares 22 $26.7K <0.01% 0 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 196 shares; 2025Q1: 196 shares; 2025Q2: 196 shares; 2025Q3: 196 shares; 2025Q4: 196 shares 196 $26.7K <0.01% 0 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: 70 shares; 2025Q1: 70 shares; 2025Q2: 70 shares; 2025Q3: 70 shares; 2025Q4: 70 shares 70 $26.6K <0.01% 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: 1,115 shares; 2025Q1: 1,115 shares; 2025Q2: 1,115 shares; 2025Q3: 1,115 shares; 2025Q4: 1,115 shares 1,115 $26.4K <0.01% 0 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 63 shares; 2025Q1: 58 shares; 2025Q2: 58 shares; 2025Q3: 58 shares; 2025Q4: 58 shares 58 $26.3K <0.01% 0 Timeline MIDD MIDDLEBY CORP More: the full row for MIDDLEBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 176 shares; 2025Q4: 176 shares 176 $26.2K <0.01% 0 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 78 shares; 2025Q1: 78 shares; 2025Q2: 78 shares; 2025Q3: 78 shares; 2025Q4: 78 shares 78 $26.2K <0.01% 0 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 289 shares; 2025Q1: 289 shares; 2025Q2: 289 shares; 2025Q3: 289 shares; 2025Q4: 289 shares 289 $26K <0.01% 0 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 227 shares; 2025Q4: 227 shares 227 $25.9K <0.01% 0 Timeline MKTX MARKETAXESS HLDGS INC More: the full row for MARKETAXESS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,264 shares; 2025Q1: 6,374 shares; 2025Q2: 6,303 shares; 2025Q3: 6,086 shares; 2025Q4: 139 shares 139 $25.2K <0.01% -5,947 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares 400 $25.2K <0.01% 0 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: restricted; 2024Q4: 188 shares; 2025Q1: 189 shares; 2025Q2: 189 shares; 2025Q3: 189 shares; 2025Q4: 138 shares 138 $25.1K <0.01% -51 Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares 3,000 $25K <0.01% 0 AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 63 shares; 2025Q1: 58 shares; 2025Q2: 51 shares; 2025Q3: 51 shares; 2025Q4: 51 shares 51 $25K <0.01% 0 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: restricted; 2024Q4: 490 shares; 2025Q1: 490 shares; 2025Q2: 490 shares; 2025Q3: 400 shares; 2025Q4: 300 shares 300 $24.6K <0.01% -100 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 162 shares; 2025Q1: 175 shares; 2025Q2: 162 shares; 2025Q3: 140 shares; 2025Q4: 77 shares 77 $24K <0.01% -63 Timeline FLG-PU FLAGSTAR BANK NATIONAL ASSOC More: the full row for FLAGSTAR BANK NATIONAL ASSOC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares 600 $24K <0.01% 0 Timeline PPTA PERPETUA RESOURCES CORP More: the full row for PERPETUA RESOURCES 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: not reported; 2025Q3: 989 shares; 2025Q4: 989 shares 989 $23.9K <0.01% 0 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,284 shares; 2025Q1: 320 shares; 2025Q2: 320 shares; 2025Q3: 320 shares; 2025Q4: 320 shares 320 $23.7K <0.01% 0 Timeline SCHI 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: 1,680 shares; 2025Q1: 1,671 shares; 2025Q2: 1,671 shares; 2025Q3: 1,671 shares; 2025Q4: 1,010 shares 1,010 $23.2K <0.01% -661 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 573 shares; 2025Q1: 578 shares; 2025Q2: 583 shares; 2025Q3: 588 shares; 2025Q4: 593 shares 593 $22.8K <0.01% +5 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: 104 shares; 2025Q1: 92 shares; 2025Q2: 93 shares; 2025Q3: 75 shares; 2025Q4: 73 shares 73 $22.6K <0.01% -2 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: restricted; 2024Q4: 925 shares; 2025Q1: 925 shares; 2025Q2: 925 shares; 2025Q3: 925 shares; 2025Q4: 925 shares 925 $22.4K <0.01% 0 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares 200 $22.4K <0.01% 0 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 145 shares 145 $22.2K <0.01% new Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,767 shares; 2025Q1: 1,071 shares; 2025Q2: 1,071 shares; 2025Q3: 1,071 shares; 2025Q4: 300 shares 300 $22.1K <0.01% -771 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares 200 $22.1K <0.01% 0 Timeline SPIB 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: 689 shares; 2025Q1: 652 shares; 2025Q2: 652 shares; 2025Q3: 652 shares; 2025Q4: 652 shares 652 $22K <0.01% 0 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: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 88 shares 88 $21.7K <0.01% +13 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4 shares; 2025Q1: 6 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 4 shares 4 $21.4K <0.01% 0 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 276 shares 276 $21.3K <0.01% +176 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 61 shares; 2025Q1: 61 shares; 2025Q2: 61 shares; 2025Q3: 61 shares; 2025Q4: 60 shares 60 $21.2K <0.01% -1 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 465 shares; 2025Q1: 465 shares; 2025Q2: 465 shares; 2025Q3: 465 shares; 2025Q4: 465 shares 465 $20.6K <0.01% 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35 shares 35 $20.3K <0.01% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 247 shares; 2025Q4: 247 shares 247 $20K <0.01% 0 Timeline JTEK 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 220 shares; 2025Q4: 220 shares 220 $19.8K <0.01% 0 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 829 shares; 2025Q1: 891 shares; 2025Q2: 844 shares; 2025Q3: 844 shares; 2025Q4: 844 shares 844 $19.7K <0.01% 0 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 320 shares; 2025Q1: 320 shares; 2025Q2: 320 shares; 2025Q3: 250 shares; 2025Q4: 250 shares 250 $18.5K <0.01% 0 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS 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: 120 shares 120 $18.4K <0.01% new Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 619 shares; 2025Q1: 597 shares; 2025Q2: 589 shares; 2025Q3: 502 shares; 2025Q4: 188 shares 188 $18.1K <0.01% -314 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: 1,868 shares; 2025Q1: 1,868 shares; 2025Q2: 327 shares; 2025Q3: 327 shares; 2025Q4: 327 shares 327 $17.9K <0.01% 0 Timeline ECX ECARX HOLDINGS INC More: the full row for ECARX HOLDINGS 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: 10,397 shares; 2025Q4: 10,397 shares 10,397 $17.9K <0.01% 0 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: restricted; 2024Q4: 280 shares; 2025Q1: 280 shares; 2025Q2: 280 shares; 2025Q3: 280 shares; 2025Q4: 697 shares 697 $17.8K <0.01% +417 Timeline CEFS EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS 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: 772 shares; 2025Q4: 772 shares 772 $17.8K <0.01% 0 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 116 shares; 2025Q4: 116 shares 116 $17.5K <0.01% 0 Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I 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: 812 shares; 2025Q4: 812 shares 812 $17.5K <0.01% 0 Timeline KNF KNIFE RIVER CORP More: the full row for KNIFE RIVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,252 shares; 2025Q1: 1,237 shares; 2025Q2: 1,237 shares; 2025Q3: 426 shares; 2025Q4: 247 shares 247 $17.4K <0.01% -179 Timeline VGT 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: not reported; 2025Q1: 23 shares; 2025Q2: 23 shares; 2025Q3: 23 shares; 2025Q4: 23 shares 23 $17.3K <0.01% 0 Timeline LQDH ISHARES U S ETF TR More: the full row for ISHARES U S 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: 185 shares; 2025Q4: 185 shares 185 $17.3K <0.01% 0 Timeline HYGH ISHARES U S ETF TR More: the full row for ISHARES U S 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: 199 shares; 2025Q4: 199 shares 199 $17.2K <0.01% 0 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: 237 shares; 2025Q1: 218 shares; 2025Q2: 199 shares; 2025Q3: 166 shares; 2025Q4: 154 shares 154 $16.9K <0.01% -12 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 458 shares; 2025Q2: 458 shares; 2025Q3: 458 shares; 2025Q4: 458 shares 458 $16.6K <0.01% 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 307 shares; 2025Q4: 307 shares 307 $16.2K <0.01% 0 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: restricted; 2024Q4: 180 shares; 2025Q1: 180 shares; 2025Q2: 180 shares; 2025Q3: 180 shares; 2025Q4: 180 shares 180 $16.1K <0.01% 0 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 747 shares; 2025Q1: 603 shares; 2025Q2: 113 shares; 2025Q3: 77 shares; 2025Q4: 73 shares 73 $16K <0.01% -4 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 144 shares; 2025Q1: 145 shares; 2025Q2: 145 shares; 2025Q3: 145 shares; 2025Q4: 144 shares 144 $15.8K <0.01% -1 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 460 shares 460 $15.8K <0.01% new Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 66 shares; 2025Q1: 66 shares; 2025Q2: 66 shares; 2025Q3: 66 shares; 2025Q4: 77 shares 77 $15.6K <0.01% +11 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 158 shares; 2025Q1: 158 shares; 2025Q2: 158 shares; 2025Q3: 158 shares; 2025Q4: 185 shares 185 $15.6K <0.01% +27 Timeline BXMX NUVEEN S&P 500 BUY-WRITE INCOM More: the full row for NUVEEN S&P 500 BUY-WRITE INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,957 shares; 2025Q1: 1,957 shares; 2025Q2: 1,057 shares; 2025Q3: 1,057 shares; 2025Q4: 1,057 shares 1,057 $15.5K <0.01% 0 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 123 shares; 2025Q1: 123 shares; 2025Q2: 123 shares; 2025Q3: 123 shares; 2025Q4: 123 shares 123 $15.5K <0.01% 0 Timeline VMBS 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: 520 shares; 2025Q1: 520 shares; 2025Q2: 520 shares; 2025Q3: 328 shares; 2025Q4: 328 shares 328 $15.4K <0.01% 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: 11,281 shares; 2025Q1: 11,396 shares; 2025Q2: 10,050 shares; 2025Q3: 9,108 shares; 2025Q4: 263 shares 263 $15.4K <0.01% -8,845 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 792 shares; 2025Q1: 664 shares; 2025Q2: 666 shares; 2025Q3: 666 shares; 2025Q4: 400 shares 400 $15.4K <0.01% -266 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: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares 300 $15K <0.01% 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 250 shares 250 $15K <0.01% new Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 17 shares; 2025Q2: not reported; 2025Q3: 119 shares; 2025Q4: 119 shares 119 $15K <0.01% 0 Timeline EMA EMERA INC More: the full row for EMERA 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: 300 shares 300 $14.8K <0.01% new Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 633 shares; 2025Q1: 633 shares; 2025Q2: 633 shares; 2025Q3: 633 shares; 2025Q4: 633 shares 633 $14.8K <0.01% 0 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 885 shares; 2025Q1: 885 shares; 2025Q2: 885 shares; 2025Q3: 885 shares; 2025Q4: 885 shares 885 $14.5K <0.01% 0 Timeline LIT 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: 221 shares; 2025Q1: 222 shares; 2025Q2: 222 shares; 2025Q3: 223 shares; 2025Q4: 223 shares 223 $14.4K <0.01% 0 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: 220 shares; 2025Q1: 220 shares; 2025Q2: 64 shares; 2025Q3: 64 shares; 2025Q4: 64 shares 64 $14.1K <0.01% 0 Timeline GME GAMESTOP CORP More: the full row for GAMESTOP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 385 shares; 2025Q3: 470 shares; 2025Q4: 700 shares 700 $14.1K <0.01% +230 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: 51 shares; 2025Q1: 74 shares; 2025Q2: 51 shares; 2025Q3: 51 shares; 2025Q4: 61 shares 61 $13.9K <0.01% +10 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT 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: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares 100 $13.6K <0.01% 0 Timeline BXP BXP INC More: the full row for BXP 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: 200 shares; 2025Q4: 200 shares 200 $13.5K <0.01% 0 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 44 shares; 2025Q1: 28 shares; 2025Q2: 28 shares; 2025Q3: 15 shares; 2025Q4: 15 shares 15 $13.2K <0.01% 0 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 106 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 97 shares 97 $13.1K <0.01% new Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 566 shares; 2025Q1: 275 shares; 2025Q2: 270 shares; 2025Q3: 267 shares; 2025Q4: 264 shares 264 $13K <0.01% -3 Timeline ARGX ARGENX SE More: the full row for ARGENX SE 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: 15 shares 15 $12.6K <0.01% new Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 67 shares 67 $12.4K <0.01% new Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 167 shares; 2025Q1: 168 shares; 2025Q2: 168 shares; 2025Q3: 168 shares; 2025Q4: 168 shares 168 $11.7K <0.01% 0 Timeline PATH UIPATH INC More: the full row for UIPATH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,055 shares; 2025Q1: 2,055 shares; 2025Q2: 2,055 shares; 2025Q3: 855 shares; 2025Q4: 705 shares 705 $11.6K <0.01% -150 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG 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: 75 shares 75 $11K <0.01% new Timeline EMB 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: 182 shares; 2025Q1: 142 shares; 2025Q2: 108 shares; 2025Q3: 109 shares; 2025Q4: 111 shares 111 $10.7K <0.01% +2 Timeline MGEE MGE ENERGY INC More: the full row for MGE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 135 shares; 2025Q1: 135 shares; 2025Q2: 135 shares; 2025Q3: 135 shares; 2025Q4: 135 shares 135 $10.6K <0.01% 0 Timeline PII POLARIS INC More: the full row for POLARIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 184 shares; 2025Q1: 175 shares; 2025Q2: 171 shares; 2025Q3: 169 shares; 2025Q4: 167 shares 167 $10.6K <0.01% -2 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 142 shares 142 $10.4K <0.01% new Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 151 shares; 2025Q1: 151 shares; 2025Q2: 151 shares; 2025Q3: 151 shares; 2025Q4: 150 shares 150 $10.4K <0.01% -1 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,132 shares; 2025Q1: 282 shares; 2025Q2: 279 shares; 2025Q3: 108 shares; 2025Q4: 79 shares 79 $10.4K <0.01% -29 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: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares 100 $10.4K <0.01% 0 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT 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: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares 50 $10.2K <0.01% 0 Timeline ENR ENERGIZER HLDGS INC More: the full row for ENERGIZER HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 509 shares; 2025Q1: 509 shares; 2025Q2: 509 shares; 2025Q3: 509 shares; 2025Q4: 509 shares 509 $10.1K <0.01% 0 Timeline PUK PRUDENTIAL PLC More: the full row for PRUDENTIAL 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: 317 shares 317 $9.87K <0.01% new Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 113 shares; 2025Q1: 113 shares; 2025Q2: 113 shares; 2025Q3: 113 shares; 2025Q4: 113 shares 113 $9.84K <0.01% 0 Timeline MCHI 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: 162 shares 162 $9.73K <0.01% new 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: 93 shares; 2025Q1: 107 shares; 2025Q2: 95 shares; 2025Q3: 95 shares; 2025Q4: 55 shares 55 $9.66K <0.01% -40 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 62 shares 62 $9.59K <0.01% +22 Timeline CORP 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: 259 shares; 2025Q1: 279 shares; 2025Q2: 279 shares; 2025Q3: 218 shares; 2025Q4: 96 shares 96 $9.39K <0.01% -122 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 103 shares; 2025Q1: not reported; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares 50 $9.26K <0.01% 0 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA 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: 397 shares 397 $9.25K <0.01% new Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 189 shares; 2025Q1: 189 shares; 2025Q2: 189 shares; 2025Q3: 189 shares; 2025Q4: 189 shares 189 $9.13K <0.01% 0 Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31 shares 31 $8.95K <0.01% new Timeline BSV 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: 112 shares; 2025Q1: 112 shares; 2025Q2: 112 shares; 2025Q3: 112 shares; 2025Q4: 112 shares 112 $8.83K <0.01% 0 Timeline SUSC 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: 370 shares; 2025Q1: 370 shares; 2025Q2: 370 shares; 2025Q3: 370 shares; 2025Q4: 370 shares 370 $8.65K <0.01% 0 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: 161 shares; 2025Q1: 31 shares; 2025Q2: 31 shares; 2025Q3: 31 shares; 2025Q4: 56 shares 56 $8.63K <0.01% +25 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK 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: 234 shares 234 $8.55K <0.01% new Timeline WEN WENDYS CO More: the full row for WENDYS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $8.33K <0.01% 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34 shares 34 $8.26K <0.01% new Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS 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: 104 shares 104 $8.18K <0.01% new Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 57 shares; 2025Q1: 55 shares; 2025Q2: 55 shares; 2025Q3: 63 shares; 2025Q4: 95 shares 95 $7.96K <0.01% +32 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL 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: 95 shares 95 $7.93K <0.01% new 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: 1,264 shares; 2025Q1: 192 shares; 2025Q2: 547 shares; 2025Q3: 192 shares; 2025Q4: 246 shares 246 $7.89K <0.01% +54 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL 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: not reported; 2025Q3: not reported; 2025Q4: 1,075 shares 1,075 $7.87K <0.01% new Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO 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: 86 shares 86 $7.79K <0.01% new Timeline HYG 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: 226 shares; 2025Q1: 95 shares; 2025Q2: 95 shares; 2025Q3: 95 shares; 2025Q4: 95 shares 95 $7.66K <0.01% 0 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS 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: not reported; 2025Q3: not reported; 2025Q4: 53 shares 53 $7.62K <0.01% new Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 122 shares; 2025Q3: 122 shares; 2025Q4: 122 shares 122 $7.61K <0.01% 0 Timeline RELX RELX PLC More: the full row for RELX 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: 185 shares 185 $7.48K <0.01% new Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG 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: 192 shares 192 $7.4K <0.01% new Timeline AME AMETEK INC More: the full row for AMETEK 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: 36 shares 36 $7.39K <0.01% new Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 43 shares; 2025Q1: 43 shares; 2025Q2: 43 shares; 2025Q3: 43 shares; 2025Q4: 43 shares 43 $7.21K <0.01% 0 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 89 shares 89 $7.15K <0.01% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 151 shares 151 $7.11K <0.01% new Timeline EWG 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 166 shares 166 $7.05K <0.01% new Timeline NOV NOV INC More: the full row for NOV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 450 shares 450 $7.03K <0.01% 0 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE 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: 25 shares 25 $7.03K <0.01% new Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100 shares; 2025Q4: 100 shares 100 $6.98K <0.01% 0 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS 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: not reported; 2025Q3: 138 shares; 2025Q4: 138 shares 138 $6.97K <0.01% 0 Timeline EMBJ EMBRAER S.A. More: the full row for EMBRAER S.A. 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: 108 shares 108 $6.95K <0.01% new Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 95 shares; 2025Q1: 95 shares; 2025Q2: 95 shares; 2025Q3: 95 shares; 2025Q4: 95 shares 95 $6.85K <0.01% 0 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11 shares; 2025Q1: 11 shares; 2025Q2: 11 shares; 2025Q3: 11 shares; 2025Q4: 11 shares 11 $6.85K <0.01% 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 57 shares 57 $6.83K <0.01% new Timeline IX ORIX CORP More: the full row for ORIX 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: not reported; 2025Q3: not reported; 2025Q4: 233 shares 233 $6.81K <0.01% new Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 429 shares; 2025Q1: 429 shares; 2025Q2: 429 shares; 2025Q3: 429 shares; 2025Q4: 429 shares 429 $6.8K <0.01% 0 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 227 shares; 2025Q1: 327 shares; 2025Q2: 187 shares; 2025Q3: 226 shares; 2025Q4: 157 shares 157 $6.8K <0.01% -69 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 83 shares 83 $6.7K <0.01% new Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL 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: 75 shares 75 $6.7K <0.01% new Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24 shares 24 $6.61K <0.01% new Timeline ITT ITT INC More: the full row for ITT 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: 38 shares 38 $6.59K <0.01% new Timeline RAL RALLIANT CORP More: the full row for RALLIANT 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: not reported; 2025Q3: 150 shares; 2025Q4: 129 shares 129 $6.57K <0.01% -21 Timeline SHM 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: 406 shares; 2025Q1: 395 shares; 2025Q2: 395 shares; 2025Q3: 395 shares; 2025Q4: 134 shares 134 $6.43K <0.01% -261 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20 shares 20 $6.4K <0.01% new Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,136 shares; 2025Q1: 1,136 shares; 2025Q2: 1,136 shares; 2025Q3: 184 shares; 2025Q4: 184 shares 184 $6.39K <0.01% 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 70 shares 70 $6.38K <0.01% new Timeline KB KB FINL GROUP INC More: the full row for KB FINL 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: not reported; 2025Q3: not reported; 2025Q4: 74 shares 74 $6.37K <0.01% new Timeline IGOV 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: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares 150 $6.25K <0.01% 0 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. 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: 218 shares 218 $6.1K <0.01% new Timeline CRH CRH PLC More: the full row for CRH 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: 48 shares 48 $5.99K <0.01% new Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 306 shares; 2025Q1: 174 shares; 2025Q2: 9 shares; 2025Q3: 9 shares; 2025Q4: 47 shares 47 $5.92K <0.01% +38 Timeline