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: 119,995 shares; 2024Q4: 124,940 shares; 2025Q1: 125,521 shares; 2025Q2: 126,898 shares; 2025Q3: 129,010 shares; 2025Q4: 129,849 shares 129,849 $88.5M 20.85% +839 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: 218,143 shares; 2024Q4: 219,487 shares; 2025Q1: 220,044 shares; 2025Q2: 218,236 shares; 2025Q3: 216,573 shares; 2025Q4: 213,470 shares 213,470 $30.6M 7.21% -3,103 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: 282,404 shares; 2024Q4: 289,715 shares; 2025Q1: 296,145 shares; 2025Q2: 301,475 shares; 2025Q3: 309,088 shares; 2025Q4: 313,991 shares 313,991 $26.3M 6.19% +4,903 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: 183,661 shares; 2024Q4: 189,347 shares; 2025Q1: 195,835 shares; 2025Q2: 202,842 shares; 2025Q3: 209,632 shares; 2025Q4: 212,919 shares 212,919 $16.1M 3.8% +3,287 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: not reported; 2024Q4: 19,696 shares; 2025Q1: 19,525 shares; 2025Q2: 19,525 shares; 2025Q3: 19,543 shares; 2025Q4: 19,318 shares 19,318 $11.9M 2.79% -225 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: 121,061 shares; 2024Q4: 121,765 shares; 2025Q1: 122,619 shares; 2025Q2: 127,773 shares; 2025Q3: 129,969 shares; 2025Q4: 131,951 shares 131,951 $9.71M 2.29% +1,982 Timeline COSO COASTALSOUTH BANCSHARES INC More: the full row for COASTALSOUTH BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 395,116 shares; 2025Q3: 380,934 shares; 2025Q4: 365,556 shares 365,556 $8.5M 2% -15,378 Timeline SPSM 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: 158,599 shares; 2024Q4: 164,882 shares; 2025Q1: 164,399 shares; 2025Q2: 168,585 shares; 2025Q3: 174,025 shares; 2025Q4: 177,692 shares 177,692 $8.33M 1.96% +3,667 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,961 shares; 2024Q4: 132,081 shares; 2025Q1: 131,945 shares; 2025Q2: 134,797 shares; 2025Q3: 140,502 shares; 2025Q4: 143,068 shares 143,068 $8.29M 1.95% +2,566 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,972 shares 27,972 $8.05M 1.9% new 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: 37,446 shares; 2024Q4: 38,530 shares; 2025Q1: 38,818 shares; 2025Q2: 39,113 shares; 2025Q3: 38,885 shares; 2025Q4: 38,159 shares 38,159 $7.62M 1.79% -726 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: 14,984 shares; 2024Q4: 15,105 shares; 2025Q1: 14,914 shares; 2025Q2: 15,146 shares; 2025Q3: 15,055 shares; 2025Q4: 15,198 shares 15,198 $7.35M 1.73% +143 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,580 shares; 2024Q4: 55,402 shares; 2025Q1: 59,803 shares; 2025Q2: 63,593 shares; 2025Q3: 66,964 shares; 2025Q4: 68,655 shares 68,655 $5.98M 1.41% +1,691 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: 33,771 shares; 2024Q4: 34,301 shares; 2025Q1: 33,989 shares; 2025Q2: 31,957 shares; 2025Q3: 28,827 shares; 2025Q4: 28,693 shares 28,693 $5.35M 1.26% -134 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: 16,601 shares; 2024Q4: 16,817 shares; 2025Q1: 16,897 shares; 2025Q2: 17,093 shares; 2025Q3: 17,326 shares; 2025Q4: 17,393 shares 17,393 $5.05M 1.19% +67 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: 17,617 shares; 2024Q4: 17,486 shares; 2025Q1: 17,495 shares; 2025Q2: 14,796 shares; 2025Q3: 14,708 shares; 2025Q4: 14,850 shares 14,850 $4.04M 0.95% +142 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,209 shares; 2024Q4: 36,126 shares; 2025Q1: 36,069 shares; 2025Q2: 24,199 shares; 2025Q3: 24,722 shares; 2025Q4: 11,905 shares 11,905 $3.55M 0.84% -12,817 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: 10,049 shares; 2024Q4: 10,141 shares; 2025Q1: 10,181 shares; 2025Q2: 10,130 shares; 2025Q3: 10,060 shares; 2025Q4: 10,004 shares 10,004 $3.35M 0.79% -56 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: 59,180 shares; 2024Q4: 56,252 shares; 2025Q1: 57,300 shares; 2025Q2: 58,094 shares; 2025Q3: 59,455 shares; 2025Q4: 55,734 shares 55,734 $3.07M 0.72% -3,721 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,700 shares; 2024Q4: 61,909 shares; 2025Q1: 62,115 shares; 2025Q2: 62,385 shares; 2025Q3: 62,633 shares; 2025Q4: 63,205 shares 63,205 $2.97M 0.7% +572 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,888 shares; 2024Q4: 158,590 shares; 2025Q1: 155,298 shares; 2025Q2: 148,993 shares; 2025Q3: 102,690 shares; 2025Q4: 34,604 shares 34,604 $2.97M 0.7% -68,086 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: 8,362 shares; 2024Q4: 8,775 shares; 2025Q1: 8,905 shares; 2025Q2: 8,247 shares; 2025Q3: 8,669 shares; 2025Q4: 8,921 shares 8,921 $2.79M 0.66% +252 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: 23,818 shares; 2024Q4: 22,988 shares; 2025Q1: 24,269 shares; 2025Q2: 24,289 shares; 2025Q3: 24,512 shares; 2025Q4: 22,676 shares 22,676 $2.73M 0.64% -1,836 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: 29,467 shares; 2024Q4: 19,196 shares; 2025Q1: 31,257 shares; 2025Q2: 31,618 shares; 2025Q3: 31,994 shares; 2025Q4: 28,202 shares 28,202 $2.71M 0.64% -3,792 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: 10,950 shares; 2024Q4: 10,596 shares; 2025Q1: 10,788 shares; 2025Q2: 9,886 shares; 2025Q3: 10,026 shares; 2025Q4: 15,394 shares 15,394 $2.63M 0.62% +5,368 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: 42,749 shares; 2024Q4: 42,982 shares; 2025Q1: 39,472 shares; 2025Q2: 34,922 shares; 2025Q3: 35,710 shares; 2025Q4: 31,720 shares 31,720 $2.44M 0.58% -3,990 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: 17,693 shares; 2024Q4: 10,446 shares; 2025Q1: 22,374 shares; 2025Q2: 22,911 shares; 2025Q3: 23,818 shares; 2025Q4: 22,665 shares 22,665 $2.39M 0.56% -1,153 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: 10,286 shares; 2024Q4: 10,498 shares; 2025Q1: 10,519 shares; 2025Q2: 10,675 shares; 2025Q3: 10,441 shares; 2025Q4: 10,182 shares 10,182 $2.35M 0.55% -259 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: 4,403 shares; 2024Q4: 4,245 shares; 2025Q1: 3,943 shares; 2025Q2: 3,959 shares; 2025Q3: 3,980 shares; 2025Q4: 26,437 shares 26,437 $2.34M 0.55% +22,457 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: 4,350 shares; 2024Q4: 7,795 shares; 2025Q1: 7,741 shares; 2025Q2: 24,631 shares; 2025Q3: 25,024 shares; 2025Q4: 23,856 shares 23,856 $2.23M 0.53% -1,168 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,703 shares; 2024Q4: 14,229 shares; 2025Q1: 14,366 shares; 2025Q2: 13,592 shares; 2025Q3: 10,826 shares; 2025Q4: 10,515 shares 10,515 $2.18M 0.51% -311 Timeline SAFE SAFEHOLD INC More: the full row for SAFEHOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,508 shares; 2024Q4: 65,297 shares; 2025Q1: 127,469 shares; 2025Q2: 132,199 shares; 2025Q3: 153,400 shares; 2025Q4: 157,073 shares 157,073 $2.15M 0.51% +3,673 Timeline SCLS TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 105,101 shares 105,101 $2.13M 0.5% new Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,821 shares; 2024Q4: 20,959 shares; 2025Q1: 21,955 shares; 2025Q2: 21,120 shares; 2025Q3: 21,393 shares; 2025Q4: 17,909 shares 17,909 $2.1M 0.49% -3,484 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: 47,378 shares; 2024Q4: 44,496 shares; 2025Q1: 44,767 shares; 2025Q2: 49,072 shares; 2025Q3: 53,366 shares; 2025Q4: 36,969 shares 36,969 $1.99M 0.47% -16,397 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,807 shares; 2024Q4: 56,931 shares; 2025Q1: 57,225 shares; 2025Q2: 61,136 shares; 2025Q3: 63,008 shares; 2025Q4: 64,051 shares 64,051 $1.98M 0.47% +1,043 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: 55,018 shares; 2024Q4: 54,895 shares; 2025Q1: 57,714 shares; 2025Q2: 57,695 shares; 2025Q3: 59,171 shares; 2025Q4: 48,117 shares 48,117 $1.96M 0.46% -11,054 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: 17,729 shares; 2024Q4: 17,799 shares; 2025Q1: 17,775 shares; 2025Q2: 17,770 shares; 2025Q3: 17,808 shares; 2025Q4: 17,581 shares 17,581 $1.94M 0.46% -227 Timeline COLD AMERICOLD REALTY TRUST INC More: the full row for AMERICOLD REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,151 shares; 2024Q4: 40,714 shares; 2025Q1: 48,970 shares; 2025Q2: 52,942 shares; 2025Q3: 98,332 shares; 2025Q4: 150,603 shares 150,603 $1.94M 0.46% +52,271 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: 21,588 shares; 2024Q4: 21,998 shares; 2025Q1: 21,443 shares; 2025Q2: 21,729 shares; 2025Q3: 22,085 shares; 2025Q4: 22,327 shares 22,327 $1.88M 0.44% +242 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: 4,904 shares; 2024Q4: 23,243 shares; 2025Q1: 22,493 shares; 2025Q2: 21,944 shares; 2025Q3: 17,591 shares; 2025Q4: 16,109 shares 16,109 $1.88M 0.44% -1,482 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: 2,314 shares; 2024Q4: 2,349 shares; 2025Q1: 2,374 shares; 2025Q2: 2,408 shares; 2025Q3: 2,466 shares; 2025Q4: 2,455 shares 2,455 $1.85M 0.44% -11 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: 5,571 shares; 2024Q4: 5,517 shares; 2025Q1: 5,503 shares; 2025Q2: 5,628 shares; 2025Q3: 5,539 shares; 2025Q4: 5,349 shares 5,349 $1.84M 0.43% -190 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: 67,659 shares; 2024Q4: 69,190 shares; 2025Q1: 72,044 shares; 2025Q2: 75,812 shares; 2025Q3: 72,408 shares; 2025Q4: 72,989 shares 72,989 $1.82M 0.43% +581 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: 7,977 shares; 2024Q4: 7,853 shares; 2025Q1: 8,019 shares; 2025Q2: 8,061 shares; 2025Q3: 7,999 shares; 2025Q4: 7,824 shares 7,824 $1.79M 0.42% -175 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,436 shares; 2024Q4: 5,667 shares; 2025Q1: 5,820 shares; 2025Q2: 5,792 shares; 2025Q3: 5,718 shares; 2025Q4: 5,813 shares 5,813 $1.78M 0.42% +95 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: 4,950 shares; 2024Q4: 4,749 shares; 2025Q1: 4,656 shares; 2025Q2: 4,846 shares; 2025Q3: 4,654 shares; 2025Q4: 5,124 shares 5,124 $1.77M 0.42% +470 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: 22,893 shares; 2024Q4: 22,919 shares; 2025Q1: 19,065 shares; 2025Q2: 19,390 shares; 2025Q3: 19,612 shares; 2025Q4: 21,855 shares 21,855 $1.74M 0.41% +2,243 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: 7,115 shares; 2024Q4: 6,719 shares; 2025Q1: 6,906 shares; 2025Q2: 6,728 shares; 2025Q3: 6,862 shares; 2025Q4: 8,116 shares 8,116 $1.68M 0.4% +1,254 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,451 shares; 2024Q4: 86,806 shares; 2025Q1: 95,856 shares; 2025Q2: 95,874 shares; 2025Q3: 97,081 shares; 2025Q4: 57,003 shares 57,003 $1.6M 0.38% -40,078 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: 5,869 shares; 2024Q4: 5,948 shares; 2025Q1: 6,024 shares; 2025Q2: 5,990 shares; 2025Q3: 6,052 shares; 2025Q4: 6,062 shares 6,062 $1.56M 0.37% +10 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: 8,643 shares; 2024Q4: 7,872 shares; 2025Q1: 7,795 shares; 2025Q2: 7,612 shares; 2025Q3: 7,734 shares; 2025Q4: 4,795 shares 4,795 $1.54M 0.36% -2,939 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,507 shares; 2025Q4: 7,810 shares 7,810 $1.52M 0.36% -697 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: 6,680 shares; 2024Q4: 18,958 shares; 2025Q1: 6,075 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,559 shares 36,559 $1.48M 0.35% 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: 36,654 shares; 2024Q4: 36,185 shares; 2025Q1: 38,009 shares; 2025Q2: 38,886 shares; 2025Q3: 38,411 shares; 2025Q4: 29,902 shares 29,902 $1.47M 0.35% -8,509 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: not reported; 2024Q4: 12,002 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,174 shares 12,174 $1.43M 0.34% new Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,308 shares; 2024Q4: 1,306 shares; 2025Q1: 1,360 shares; 2025Q2: 1,240 shares; 2025Q3: 1,281 shares; 2025Q4: 1,311 shares 1,311 $1.41M 0.33% +30 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: 3,726 shares; 2024Q4: 3,799 shares; 2025Q1: 4,403 shares; 2025Q2: 4,350 shares; 2025Q3: 4,317 shares; 2025Q4: 4,053 shares 4,053 $1.36M 0.32% -264 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: 3,401 shares; 2024Q4: 3,454 shares; 2025Q1: 3,523 shares; 2025Q2: 3,555 shares; 2025Q3: 3,603 shares; 2025Q4: 3,452 shares 3,452 $1.36M 0.32% -151 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: 27,987 shares; 2024Q4: 25,275 shares; 2025Q1: 34,438 shares; 2025Q2: 27,310 shares; 2025Q3: 26,126 shares; 2025Q4: 23,203 shares 23,203 $1.34M 0.32% -2,923 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,311 shares; 2025Q3: 14,607 shares; 2025Q4: 12,106 shares 12,106 $1.33M 0.31% -2,501 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: 2,189 shares; 2024Q4: 2,133 shares; 2025Q1: 2,306 shares; 2025Q2: 2,058 shares; 2025Q3: 2,465 shares; 2025Q4: 3,987 shares 3,987 $1.32M 0.31% +1,522 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: 17,690 shares; 2024Q4: 17,757 shares; 2025Q1: 18,343 shares; 2025Q2: 7,993 shares; 2025Q3: 8,362 shares; 2025Q4: 8,494 shares 8,494 $1.29M 0.3% +132 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,216 shares; 2024Q4: 3,224 shares; 2025Q1: 3,226 shares; 2025Q2: 3,230 shares; 2025Q3: 2,880 shares; 2025Q4: 2,727 shares 2,727 $1.29M 0.3% -153 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: 11,571 shares; 2024Q4: 15,571 shares; 2025Q1: 11,587 shares; 2025Q2: 11,570 shares; 2025Q3: 11,669 shares; 2025Q4: 11,689 shares 11,689 $1.29M 0.3% +20 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: not reported; 2024Q4: not reported; 2025Q1: 4,869 shares; 2025Q2: 5,287 shares; 2025Q3: 5,522 shares; 2025Q4: 6,159 shares 6,159 $1.29M 0.3% +637 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: 1,896 shares; 2024Q4: 2,011 shares; 2025Q1: 2,068 shares; 2025Q2: 2,157 shares; 2025Q3: 2,029 shares; 2025Q4: 1,926 shares 1,926 $1.27M 0.3% -103 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: 20,194 shares; 2024Q4: 20,289 shares; 2025Q1: 20,422 shares; 2025Q2: 19,470 shares; 2025Q3: 18,417 shares; 2025Q4: 17,585 shares 17,585 $1.23M 0.29% -832 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: 14,169 shares; 2024Q4: 13,938 shares; 2025Q1: 14,070 shares; 2025Q2: 13,923 shares; 2025Q3: 13,894 shares; 2025Q4: 13,847 shares 13,847 $1.21M 0.28% -47 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: 44,506 shares; 2024Q4: 45,286 shares; 2025Q1: 46,759 shares; 2025Q2: 46,523 shares; 2025Q3: 47,658 shares; 2025Q4: 34,405 shares 34,405 $1.2M 0.28% -13,253 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: 15,436 shares; 2024Q4: 16,372 shares; 2025Q1: 17,395 shares; 2025Q2: 18,239 shares; 2025Q3: 18,870 shares; 2025Q4: 18,796 shares 18,796 $1.2M 0.28% -74 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: 3,858 shares; 2024Q4: 2,648 shares; 2025Q1: 2,843 shares; 2025Q2: 2,601 shares; 2025Q3: 2,424 shares; 2025Q4: 2,643 shares 2,643 $1.19M 0.28% +219 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,212 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,531 shares 7,531 $1.17M 0.28% new 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: 3,914 shares; 2024Q4: 4,025 shares; 2025Q1: 4,060 shares; 2025Q2: 3,304 shares; 2025Q3: 3,318 shares; 2025Q4: 3,323 shares 3,323 $1.17M 0.27% +5 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,806 shares; 2024Q4: 3,751 shares; 2025Q1: 3,736 shares; 2025Q2: 3,736 shares; 2025Q3: 3,721 shares; 2025Q4: 3,655 shares 3,655 $1.15M 0.27% -66 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: 6,032 shares; 2024Q4: 5,916 shares; 2025Q1: 5,887 shares; 2025Q2: 4,499 shares; 2025Q3: 3,732 shares; 2025Q4: 3,618 shares 3,618 $1.14M 0.27% -114 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: 4,740 shares; 2024Q4: 4,802 shares; 2025Q1: 4,789 shares; 2025Q2: 4,634 shares; 2025Q3: 4,698 shares; 2025Q4: 3,812 shares 3,812 $1.13M 0.27% -886 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,734 shares; 2024Q4: 12,164 shares; 2025Q1: 14,740 shares; 2025Q2: 28,408 shares; 2025Q3: 14,219 shares; 2025Q4: 13,948 shares 13,948 $1.12M 0.26% -271 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45,044 shares 45,044 $1.08M 0.25% new 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: 6,404 shares; 2024Q4: 5,616 shares; 2025Q1: 5,641 shares; 2025Q2: 5,633 shares; 2025Q3: 5,603 shares; 2025Q4: 5,632 shares 5,632 $1.08M 0.25% +29 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,080 shares; 2024Q4: 2,980 shares; 2025Q1: 2,980 shares; 2025Q2: 2,980 shares; 2025Q3: 2,952 shares; 2025Q4: 2,952 shares 2,952 $1.06M 0.25% 0 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: 7,015 shares; 2024Q4: 3,885 shares; 2025Q1: 8,037 shares; 2025Q2: 8,178 shares; 2025Q3: 8,275 shares; 2025Q4: 8,573 shares 8,573 $1.05M 0.25% +298 Timeline MAC MACERICH CO More: the full row for MACERICH CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,848 shares; 2024Q4: 64,401 shares; 2025Q1: 66,067 shares; 2025Q2: 70,831 shares; 2025Q3: 70,428 shares; 2025Q4: 56,868 shares 56,868 $1.05M 0.25% -13,560 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: not reported; 2024Q4: 966 shares; 2025Q1: 1,080 shares; 2025Q2: 1,073 shares; 2025Q3: 1,143 shares; 2025Q4: 4,510 shares 4,510 $1.04M 0.25% +3,367 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: 2,812 shares; 2024Q4: 5,831 shares; 2025Q1: 5,944 shares; 2025Q2: 5,943 shares; 2025Q3: 5,616 shares; 2025Q4: 5,653 shares 5,653 $1.04M 0.25% +37 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,705 shares 11,705 $1M 0.24% new Timeline FLO FLOWERS FOODS INC More: the full row for FLOWERS FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,053 shares; 2024Q4: 19,991 shares; 2025Q1: 19,935 shares; 2025Q2: 19,940 shares; 2025Q3: 85,255 shares; 2025Q4: 91,448 shares 91,448 $995K 0.23% +6,193 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: 1,237 shares; 2024Q4: 1,247 shares; 2025Q1: 1,253 shares; 2025Q2: 1,281 shares; 2025Q3: 1,432 shares; 2025Q4: 1,571 shares 1,571 $985K 0.23% +139 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,396 shares; 2025Q1: not reported; 2025Q2: 4,317 shares; 2025Q3: 4,416 shares; 2025Q4: 5,312 shares 5,312 $974K 0.23% +896 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,526 shares 14,526 $950K 0.22% new Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,496 shares; 2025Q3: 33,109 shares; 2025Q4: 6,894 shares 6,894 $920K 0.22% -26,215 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: 5,564 shares; 2024Q4: 5,577 shares; 2025Q1: 5,639 shares; 2025Q2: 5,665 shares; 2025Q3: 5,679 shares; 2025Q4: 5,682 shares 5,682 $920K 0.22% +3 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 45,820 shares; 2025Q2: 37,284 shares; 2025Q3: 39,149 shares; 2025Q4: 32,328 shares 32,328 $906K 0.21% -6,821 Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,593 shares; 2024Q4: 18,609 shares; 2025Q1: 18,570 shares; 2025Q2: 18,540 shares; 2025Q3: 18,234 shares; 2025Q4: 17,853 shares 17,853 $901K 0.21% -381 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: 5,695 shares; 2024Q4: 11,158 shares; 2025Q1: 2,484 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,539 shares 11,539 $896K 0.21% new Timeline RING 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: 7,915 shares; 2024Q4: 7,914 shares; 2025Q1: 7,389 shares; 2025Q2: 12,237 shares; 2025Q3: 12,346 shares; 2025Q4: 12,033 shares 12,033 $886K 0.21% -313 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,429 shares; 2025Q3: 10,686 shares; 2025Q4: 8,600 shares 8,600 $881K 0.21% -2,086 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,513 shares; 2025Q3: 14,482 shares; 2025Q4: 14,251 shares 14,251 $860K 0.2% -231 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: 6,155 shares; 2024Q4: 12,629 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,455 shares 5,455 $844K 0.2% new Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,249 shares; 2024Q4: 1,278 shares; 2025Q1: 1,343 shares; 2025Q2: 1,334 shares; 2025Q3: 1,336 shares; 2025Q4: 1,081 shares 1,081 $828K 0.2% -255 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: 5,556 shares; 2024Q4: 5,664 shares; 2025Q1: 5,749 shares; 2025Q2: 5,789 shares; 2025Q3: 5,594 shares; 2025Q4: 5,597 shares 5,597 $802K 0.19% +3 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: 5,725 shares; 2024Q4: 5,470 shares; 2025Q1: 5,904 shares; 2025Q2: 5,231 shares; 2025Q3: 5,313 shares; 2025Q4: 5,433 shares 5,433 $780K 0.18% +120 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: 1,535 shares; 2024Q4: 1,585 shares; 2025Q1: 1,630 shares; 2025Q2: 1,559 shares; 2025Q3: 1,531 shares; 2025Q4: 1,543 shares 1,543 $776K 0.18% +12 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 381 shares; 2024Q4: 390 shares; 2025Q1: 391 shares; 2025Q2: 393 shares; 2025Q3: 377 shares; 2025Q4: 381 shares 381 $767K 0.18% +4 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: 1,705 shares; 2024Q4: 1,705 shares; 2025Q1: 1,655 shares; 2025Q2: 1,609 shares; 2025Q3: 1,617 shares; 2025Q4: 2,418 shares 2,418 $755K 0.18% +801 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: 16,051 shares; 2024Q4: 15,163 shares; 2025Q1: 4,481 shares; 2025Q2: 4,483 shares; 2025Q3: 4,433 shares; 2025Q4: 4,680 shares 4,680 $751K 0.18% +247 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,055 shares; 2024Q4: 3,149 shares; 2025Q1: 3,475 shares; 2025Q2: 3,362 shares; 2025Q3: 3,449 shares; 2025Q4: 2,562 shares 2,562 $731K 0.17% -887 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: 15,191 shares; 2024Q4: 2,855 shares; 2025Q1: 2,465 shares; 2025Q2: 2,566 shares; 2025Q3: 2,593 shares; 2025Q4: 4,115 shares 4,115 $731K 0.17% +1,522 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,050 shares; 2024Q4: 12,915 shares; 2025Q1: 13,879 shares; 2025Q2: 14,835 shares; 2025Q3: 15,220 shares; 2025Q4: 6,924 shares 6,924 $727K 0.17% -8,296 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: not reported; 2024Q4: 17,275 shares; 2025Q1: 18,606 shares; 2025Q2: 19,107 shares; 2025Q3: 19,575 shares; 2025Q4: 9,664 shares 9,664 $712K 0.17% -9,911 Timeline BCE BCE INC More: the full row for BCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,509 shares; 2024Q4: 17,747 shares; 2025Q1: 59,762 shares; 2025Q2: not reported; 2025Q3: 61,106 shares; 2025Q4: 29,722 shares 29,722 $708K 0.17% -31,384 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: 35,368 shares; 2024Q4: 20,850 shares; 2025Q1: 42,509 shares; 2025Q2: 43,399 shares; 2025Q3: 45,704 shares; 2025Q4: 23,670 shares 23,670 $707K 0.17% -22,034 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: 9,260 shares; 2024Q4: 9,570 shares; 2025Q1: 8,971 shares; 2025Q2: 8,677 shares; 2025Q3: 8,883 shares; 2025Q4: 8,475 shares 8,475 $688K 0.16% -408 Timeline VDC 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: 3,858 shares; 2024Q4: 3,583 shares; 2025Q1: 3,466 shares; 2025Q2: 3,449 shares; 2025Q3: 3,345 shares; 2025Q4: 3,214 shares 3,214 $679K 0.16% -131 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: 20,989 shares; 2024Q4: 18,836 shares; 2025Q1: 17,866 shares; 2025Q2: 16,348 shares; 2025Q3: 16,330 shares; 2025Q4: 12,426 shares 12,426 $668K 0.16% -3,904 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: 4,974 shares; 2024Q4: 5,100 shares; 2025Q1: 5,277 shares; 2025Q2: 5,480 shares; 2025Q3: 5,671 shares; 2025Q4: 5,809 shares 5,809 $656K 0.15% +138 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: 35,210 shares; 2024Q4: 26,601 shares; 2025Q1: 49,709 shares; 2025Q2: 22,281 shares; 2025Q3: 20,439 shares; 2025Q4: 27,657 shares 27,657 $647K 0.15% +7,218 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: 7,328 shares; 2024Q4: 6,874 shares; 2025Q1: 6,717 shares; 2025Q2: 5,624 shares; 2025Q3: 5,655 shares; 2025Q4: 5,775 shares 5,775 $643K 0.15% +120 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,344 shares 14,344 $641K 0.15% new Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,802 shares; 2024Q4: 1,357 shares; 2025Q1: 1,366 shares; 2025Q2: 1,361 shares; 2025Q3: 1,356 shares; 2025Q4: 1,307 shares 1,307 $638K 0.15% -49 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: 6,004 shares; 2024Q4: 6,080 shares; 2025Q1: 6,127 shares; 2025Q2: 6,177 shares; 2025Q3: 6,239 shares; 2025Q4: 6,354 shares 6,354 $635K 0.15% +115 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: 7,716 shares; 2024Q4: 3,777 shares; 2025Q1: 8,787 shares; 2025Q2: 14,920 shares; 2025Q3: 13,692 shares; 2025Q4: 6,247 shares 6,247 $620K 0.15% -7,445 Timeline VYMI 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: 6,918 shares; 2024Q4: 7,006 shares; 2025Q1: 7,066 shares; 2025Q2: 7,152 shares; 2025Q3: 6,815 shares; 2025Q4: 6,879 shares 6,879 $619K 0.15% +64 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,907 shares; 2024Q4: 2,909 shares; 2025Q1: 2,863 shares; 2025Q2: 2,887 shares; 2025Q3: 2,881 shares; 2025Q4: 2,866 shares 2,866 $615K 0.14% -15 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,881 shares; 2024Q4: 2,886 shares; 2025Q1: 2,886 shares; 2025Q2: 2,902 shares; 2025Q3: 2,902 shares; 2025Q4: 2,906 shares 2,906 $611K 0.14% +4 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,285 shares; 2024Q4: 45,830 shares; 2025Q1: 72,612 shares; 2025Q2: 83,879 shares; 2025Q3: 79,993 shares; 2025Q4: 37,465 shares 37,465 $602K 0.14% -42,528 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,521 shares; 2024Q4: 7,960 shares; 2025Q1: 7,638 shares; 2025Q2: 7,638 shares; 2025Q3: 5,013 shares; 2025Q4: 5,013 shares 5,013 $589K 0.14% 0 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: 6,802 shares; 2024Q4: 6,843 shares; 2025Q1: 6,177 shares; 2025Q2: not reported; 2025Q3: 3,064 shares; 2025Q4: 13,498 shares 13,498 $576K 0.14% +10,434 Timeline NREF NEXPOINT REAL ESTATE FIN INC More: the full row for NEXPOINT REAL ESTATE FIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,107 shares; 2024Q4: 37,887 shares; 2025Q1: 38,971 shares; 2025Q2: 39,929 shares; 2025Q3: 39,860 shares; 2025Q4: 40,909 shares 40,909 $576K 0.14% +1,049 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: 5,646 shares; 2024Q4: 5,785 shares; 2025Q1: 5,635 shares; 2025Q2: 5,875 shares; 2025Q3: 5,875 shares; 2025Q4: 5,959 shares 5,959 $572K 0.13% +84 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,378 shares; 2025Q1: 29,664 shares; 2025Q2: 32,217 shares; 2025Q3: 31,858 shares; 2025Q4: 32,164 shares 32,164 $558K 0.13% +306 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: 22,355 shares; 2024Q4: 21,870 shares; 2025Q1: 21,057 shares; 2025Q2: 68,943 shares; 2025Q3: 21,174 shares; 2025Q4: 21,398 shares 21,398 $532K 0.13% +224 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: 837 shares; 2024Q4: 811 shares; 2025Q1: 841 shares; 2025Q2: 597 shares; 2025Q3: 612 shares; 2025Q4: 609 shares 609 $525K 0.12% -3 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,393 shares; 2024Q4: 21,047 shares; 2025Q1: 19,343 shares; 2025Q2: 19,197 shares; 2025Q3: 19,260 shares; 2025Q4: 19,071 shares 19,071 $524K 0.12% -189 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: 2,380 shares; 2024Q4: 2,404 shares; 2025Q1: 2,414 shares; 2025Q2: 2,448 shares; 2025Q3: 2,430 shares; 2025Q4: 2,004 shares 2,004 $520K 0.12% -426 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: 9,153 shares; 2024Q4: 9,277 shares; 2025Q1: 9,594 shares; 2025Q2: 8,484 shares; 2025Q3: 8,529 shares; 2025Q4: 8,770 shares 8,770 $514K 0.12% +241 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,069 shares; 2025Q3: 12,383 shares; 2025Q4: 12,383 shares 12,383 $509K 0.12% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,463 shares; 2024Q4: 4,539 shares; 2025Q1: 4,469 shares; 2025Q2: 4,051 shares; 2025Q3: 4,100 shares; 2025Q4: 4,127 shares 4,127 $469K 0.11% +27 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: 2,832 shares; 2024Q4: 2,601 shares; 2025Q1: 2,289 shares; 2025Q2: 2,068 shares; 2025Q3: 2,169 shares; 2025Q4: 2,042 shares 2,042 $437K 0.1% -127 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: 6,408 shares; 2024Q4: 6,410 shares; 2025Q1: 6,410 shares; 2025Q2: 6,410 shares; 2025Q3: 6,401 shares; 2025Q4: 6,395 shares 6,395 $422K 0.1% -6 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: 652 shares; 2024Q4: 696 shares; 2025Q1: 715 shares; 2025Q2: 699 shares; 2025Q3: 724 shares; 2025Q4: 726 shares 726 $414K 0.1% +2 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: 1,461 shares; 2024Q4: 1,292 shares; 2025Q1: 1,273 shares; 2025Q2: 937 shares; 2025Q3: 845 shares; 2025Q4: 1,696 shares 1,696 $409K 0.1% +851 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 541 shares; 2025Q4: 710 shares 710 $407K 0.1% +169 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,310 shares; 2024Q4: 1,524 shares; 2025Q1: 1,591 shares; 2025Q2: 1,540 shares; 2025Q3: 1,431 shares; 2025Q4: 1,535 shares 1,535 $407K 0.1% +104 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: 6,387 shares; 2024Q4: 5,443 shares; 2025Q1: 5,583 shares; 2025Q2: 4,394 shares; 2025Q3: 4,501 shares; 2025Q4: 5,065 shares 5,065 $407K 0.1% +564 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: 6,044 shares; 2024Q4: 5,448 shares; 2025Q1: 5,448 shares; 2025Q2: 5,442 shares; 2025Q3: 5,444 shares; 2025Q4: 5,432 shares 5,432 $399K 0.09% -12 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,401 shares; 2024Q4: 1,403 shares; 2025Q1: 1,424 shares; 2025Q2: 1,444 shares; 2025Q3: 1,473 shares; 2025Q4: 1,744 shares 1,744 $383K 0.09% +271 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,947 shares; 2024Q4: 5,301 shares; 2025Q1: 4,921 shares; 2025Q2: 4,908 shares; 2025Q3: 4,926 shares; 2025Q4: 4,908 shares 4,908 $380K 0.09% -18 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: 2,799 shares; 2024Q4: 2,408 shares; 2025Q1: 2,408 shares; 2025Q2: 2,408 shares; 2025Q3: 2,413 shares; 2025Q4: 2,413 shares 2,413 $354K 0.08% 0 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: 3,521 shares; 2024Q4: 1,738 shares; 2025Q1: 2,169 shares; 2025Q2: 2,259 shares; 2025Q3: 2,123 shares; 2025Q4: 2,000 shares 2,000 $351K 0.08% -123 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: not reported; 2024Q4: 1,271 shares; 2025Q1: 1,357 shares; 2025Q2: 1,584 shares; 2025Q3: 1,742 shares; 2025Q4: 1,612 shares 1,612 $350K 0.08% -130 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,502 shares 3,502 $342K 0.08% 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: 5,201 shares; 2024Q4: 4,482 shares; 2025Q1: 4,266 shares; 2025Q2: 4,118 shares; 2025Q3: 4,152 shares; 2025Q4: 4,238 shares 4,238 $342K 0.08% +86 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,810 shares; 2025Q4: 8,736 shares 8,736 $338K 0.08% -12,074 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: 6,016 shares; 2024Q4: 2,408 shares; 2025Q1: 2,277 shares; 2025Q2: 1,927 shares; 2025Q3: 2,067 shares; 2025Q4: 2,384 shares 2,384 $329K 0.08% +317 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,588 shares; 2025Q3: 1,908 shares; 2025Q4: 1,842 shares 1,842 $327K 0.08% -66 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: 16,180 shares; 2024Q4: 14,637 shares; 2025Q1: 14,922 shares; 2025Q2: 2,689 shares; 2025Q3: 2,524 shares; 2025Q4: 2,705 shares 2,705 $324K 0.08% +181 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,833 shares 3,833 $310K 0.07% new 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: 366 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 276 shares; 2025Q3: 278 shares; 2025Q4: 277 shares 277 $296K 0.07% -1 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,968 shares; 2025Q4: 5,826 shares 5,826 $296K 0.07% -142 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: not reported; 2024Q4: 1,886 shares; 2025Q1: not reported; 2025Q2: 3,172 shares; 2025Q3: 3,466 shares; 2025Q4: 3,432 shares 3,432 $292K 0.07% -34 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,864 shares; 2025Q4: 5,505 shares 5,505 $280K 0.07% +1,641 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 422 shares; 2024Q4: 435 shares; 2025Q1: 434 shares; 2025Q2: 456 shares; 2025Q3: 451 shares; 2025Q4: 468 shares 468 $265K 0.06% +17 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,609 shares; 2025Q4: 4,762 shares 4,762 $261K 0.06% +153 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 854 shares; 2025Q4: 851 shares 851 $259K 0.06% -3 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 345 shares; 2024Q4: 334 shares; 2025Q1: 351 shares; 2025Q2: 377 shares; 2025Q3: 360 shares; 2025Q4: 2,722 shares 2,722 $255K 0.06% +2,362 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,846 shares 2,846 $253K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,619 shares; 2025Q4: 9,319 shares 9,319 $251K 0.06% -300 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,918 shares; 2025Q4: 7,628 shares 7,628 $249K 0.06% -290 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,173 shares; 2025Q4: 2,076 shares 2,076 $248K 0.06% -97 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,879 shares; 2025Q2: 1,884 shares; 2025Q3: 2,023 shares; 2025Q4: 2,007 shares 2,007 $246K 0.06% -16 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: 2,067 shares; 2024Q4: not reported; 2025Q1: 1,778 shares; 2025Q2: 1,912 shares; 2025Q3: 1,905 shares; 2025Q4: 1,900 shares 1,900 $238K 0.06% -5 Timeline VDE 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: 3,652 shares; 2024Q4: 3,251 shares; 2025Q1: 2,022 shares; 2025Q2: 1,925 shares; 2025Q3: 1,844 shares; 2025Q4: 1,833 shares 1,833 $231K 0.05% -11 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: 564 shares; 2024Q4: 582 shares; 2025Q1: not reported; 2025Q2: 598 shares; 2025Q3: 599 shares; 2025Q4: 593 shares 593 $231K 0.05% -6 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,457 shares; 2025Q4: 1,496 shares 1,496 $230K 0.05% +39 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 403 shares; 2025Q3: 436 shares; 2025Q4: 490 shares 490 $230K 0.05% +54 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,450 shares; 2024Q4: 1,150 shares; 2025Q1: 980 shares; 2025Q2: 980 shares; 2025Q3: 800 shares; 2025Q4: 600 shares 600 $224K 0.05% -200 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: 2,460 shares; 2024Q4: 2,280 shares; 2025Q1: 2,430 shares; 2025Q2: 2,230 shares; 2025Q3: not reported; 2025Q4: 2,442 shares 2,442 $223K 0.05% new Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 251 shares 251 $221K 0.05% new Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,355 shares 2,355 $219K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,631 shares; 2025Q4: 1,631 shares 1,631 $216K 0.05% 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: not reported; 2024Q4: not reported; 2025Q1: 1,540 shares; 2025Q2: not reported; 2025Q3: 1,540 shares; 2025Q4: 1,544 shares 1,544 $216K 0.05% +4 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,968 shares; 2025Q4: 8,521 shares 8,521 $211K 0.05% -447 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,730 shares; 2024Q4: 1,337 shares; 2025Q1: 1,364 shares; 2025Q2: 1,381 shares; 2025Q3: 1,505 shares; 2025Q4: 1,323 shares 1,323 $201K 0.05% -182 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,434 shares; 2024Q4: 69,250 shares; 2025Q1: 73,195 shares; 2025Q2: 67,778 shares; 2025Q3: 72,041 shares; 2025Q4: 10,666 shares 10,666 $184K 0.04% -61,375 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,366 shares; 2024Q4: 10,486 shares; 2025Q1: 10,769 shares; 2025Q2: 10,780 shares; 2025Q3: 10,955 shares; 2025Q4: 10,762 shares 10,762 $141K 0.03% -193 Timeline NMZ NUVEEN MUN HIGH INCOME OPPOR More: the full row for NUVEEN MUN HIGH INCOME OPPOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,173 shares; 2024Q4: 12,173 shares; 2025Q1: 12,173 shares; 2025Q2: 12,173 shares; 2025Q3: 11,573 shares; 2025Q4: 11,573 shares 11,573 $118K 0.03% 0 Timeline