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: 176,111 shares; 2024Q4: 177,445 shares; 2025Q1: 174,391 shares; 2025Q2: 186,231 shares; 2025Q3: 192,997 shares; 2025Q4: 182,892 shares 182,892 $125M 15.03% -10,105 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 597,099 shares; 2024Q4: 590,822 shares; 2025Q1: 596,607 shares; 2025Q2: 621,784 shares; 2025Q3: 648,068 shares; 2025Q4: 623,903 shares 623,903 $51.4M 6.16% -24,165 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 331,443 shares; 2024Q4: 346,472 shares; 2025Q1: 342,647 shares; 2025Q2: 365,900 shares; 2025Q3: 382,514 shares; 2025Q4: 363,168 shares 363,168 $40.6M 4.87% -19,346 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: 408,657 shares; 2024Q4: 428,627 shares; 2025Q1: 463,861 shares; 2025Q2: 500,547 shares; 2025Q3: 540,773 shares; 2025Q4: 564,060 shares 564,060 $33.8M 4.06% +23,287 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: 47,383 shares; 2024Q4: 47,209 shares; 2025Q1: 46,628 shares; 2025Q2: 47,480 shares; 2025Q3: 47,452 shares; 2025Q4: 46,601 shares 46,601 $31.8M 3.81% -851 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 781,161 shares; 2024Q4: 758,765 shares; 2025Q1: 751,673 shares; 2025Q2: 644,765 shares; 2025Q3: 641,405 shares; 2025Q4: 615,573 shares 615,573 $31M 3.71% -25,832 Timeline IDEV 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: 267,798 shares; 2024Q4: 291,283 shares; 2025Q1: 302,094 shares; 2025Q2: 315,345 shares; 2025Q3: 347,007 shares; 2025Q4: 340,665 shares 340,665 $28.1M 3.37% -6,342 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: 102,798 shares; 2024Q4: 110,171 shares; 2025Q1: 101,023 shares; 2025Q2: 96,870 shares; 2025Q3: 97,411 shares; 2025Q4: 96,807 shares 96,807 $26.3M 3.16% -604 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE 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: 211,188 shares 211,188 $16.5M 1.99% new Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,866 shares; 2024Q4: 162,434 shares; 2025Q1: 169,641 shares; 2025Q2: 212,686 shares; 2025Q3: 235,663 shares; 2025Q4: 247,812 shares 247,812 $16.1M 1.93% +12,149 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 197,384 shares; 2024Q4: 195,556 shares; 2025Q1: 195,779 shares; 2025Q2: 210,041 shares; 2025Q3: 217,549 shares; 2025Q4: 208,668 shares 208,668 $16.1M 1.93% -8,881 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: 239,965 shares; 2024Q4: 233,693 shares; 2025Q1: 232,610 shares; 2025Q2: 231,935 shares; 2025Q3: 241,222 shares; 2025Q4: 228,696 shares 228,696 $15.4M 1.84% -12,526 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: 70,042 shares; 2024Q4: 76,544 shares; 2025Q1: 70,630 shares; 2025Q2: 71,743 shares; 2025Q3: 70,847 shares; 2025Q4: 68,128 shares 68,128 $12.7M 1.52% -2,719 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: 138,968 shares; 2024Q4: 143,729 shares; 2025Q1: 149,779 shares; 2025Q2: 153,429 shares; 2025Q3: 154,332 shares; 2025Q4: 154,247 shares 154,247 $12.5M 1.5% -85 Timeline AVES AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184,663 shares; 2024Q4: 181,162 shares; 2025Q1: 183,098 shares; 2025Q2: 194,087 shares; 2025Q3: 200,377 shares; 2025Q4: 193,168 shares 193,168 $11.3M 1.35% -7,209 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: 183,612 shares; 2024Q4: 190,145 shares; 2025Q1: 169,325 shares; 2025Q2: 140,368 shares; 2025Q3: 138,417 shares; 2025Q4: 125,622 shares 125,622 $11.2M 1.35% -12,795 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: 4,787 shares; 2024Q4: 36,548 shares; 2025Q1: 25,476 shares; 2025Q2: 74,868 shares; 2025Q3: 69,115 shares; 2025Q4: 99,354 shares 99,354 $10.6M 1.28% +30,239 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: 94,170 shares; 2024Q4: 116,478 shares; 2025Q1: 123,388 shares; 2025Q2: 145,858 shares; 2025Q3: 146,427 shares; 2025Q4: 151,550 shares 151,550 $9.47M 1.14% +5,123 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,831 shares; 2024Q4: 70,369 shares; 2025Q1: 70,049 shares; 2025Q2: 87,604 shares; 2025Q3: 94,095 shares; 2025Q4: 91,786 shares 91,786 $9.36M 1.12% -2,309 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: 23,273 shares; 2024Q4: 24,478 shares; 2025Q1: 29,727 shares; 2025Q2: 28,457 shares; 2025Q3: 29,202 shares; 2025Q4: 29,343 shares 29,343 $9.21M 1.1% +141 Timeline CRBN 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: 23,248 shares; 2024Q4: 24,810 shares; 2025Q1: 24,877 shares; 2025Q2: 27,991 shares; 2025Q3: 30,119 shares; 2025Q4: 39,542 shares 39,542 $9.12M 1.09% +9,423 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: 14,520 shares; 2024Q4: 22,557 shares; 2025Q1: 23,407 shares; 2025Q2: 25,937 shares; 2025Q3: 26,083 shares; 2025Q4: 26,528 shares 26,528 $8.89M 1.07% +445 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE 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: 552,074 shares 552,074 $8.28M 0.99% new 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: 11,361 shares; 2024Q4: 12,043 shares; 2025Q1: 12,647 shares; 2025Q2: 12,033 shares; 2025Q3: 11,802 shares; 2025Q4: 11,776 shares 11,776 $7.38M 0.89% -26 Timeline ESGV 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: 64,418 shares; 2024Q4: 65,076 shares; 2025Q1: 56,106 shares; 2025Q2: 69,182 shares; 2025Q3: 64,081 shares; 2025Q4: 60,102 shares 60,102 $7.27M 0.87% -3,979 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: 18,223 shares; 2024Q4: 20,333 shares; 2025Q1: 17,792 shares; 2025Q2: 15,854 shares; 2025Q3: 15,519 shares; 2025Q4: 13,976 shares 13,976 $6.76M 0.81% -1,543 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: 31,174 shares; 2024Q4: 32,754 shares; 2025Q1: 31,484 shares; 2025Q2: 31,229 shares; 2025Q3: 26,364 shares; 2025Q4: 25,472 shares 25,472 $5.88M 0.71% -892 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: 73,203 shares; 2024Q4: 69,869 shares; 2025Q1: 68,012 shares; 2025Q2: 61,211 shares; 2025Q3: 58,730 shares; 2025Q4: 57,918 shares 57,918 $5.56M 0.67% -812 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: 22,388 shares; 2024Q4: 23,959 shares; 2025Q1: 19,540 shares; 2025Q2: 18,454 shares; 2025Q3: 18,030 shares; 2025Q4: 17,345 shares 17,345 $5.43M 0.65% -685 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: 74,921 shares; 2024Q4: 75,762 shares; 2025Q1: 69,129 shares; 2025Q2: 61,530 shares; 2025Q3: 57,446 shares; 2025Q4: 57,073 shares 57,073 $5.43M 0.65% -373 Timeline MGV 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: 77,440 shares; 2024Q4: 69,465 shares; 2025Q1: 64,152 shares; 2025Q2: 47,224 shares; 2025Q3: 43,138 shares; 2025Q4: 36,420 shares 36,420 $5.14M 0.62% -6,718 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: 14,622 shares; 2024Q4: 15,055 shares; 2025Q1: 14,672 shares; 2025Q2: 14,588 shares; 2025Q3: 14,830 shares; 2025Q4: 14,010 shares 14,010 $4.85M 0.58% -820 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: 84,652 shares; 2024Q4: 78,411 shares; 2025Q1: 79,867 shares; 2025Q2: 76,898 shares; 2025Q3: 75,674 shares; 2025Q4: 71,921 shares 71,921 $4.75M 0.57% -3,753 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: 27,786 shares; 2024Q4: 26,389 shares; 2025Q1: 25,486 shares; 2025Q2: 19,906 shares; 2025Q3: 19,457 shares; 2025Q4: 18,501 shares 18,501 $4.55M 0.55% -956 Timeline ACWI 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: 30,600 shares; 2024Q4: 30,860 shares; 2025Q1: 30,859 shares; 2025Q2: 30,907 shares; 2025Q3: 31,002 shares; 2025Q4: 31,026 shares 31,026 $4.39M 0.53% +24 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,750 shares; 2024Q4: 137,420 shares; 2025Q1: 121,048 shares; 2025Q2: 95,934 shares; 2025Q3: 95,348 shares; 2025Q4: 91,110 shares 91,110 $4.1M 0.49% -4,238 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: not reported; 2025Q3: 22,721 shares; 2025Q4: 22,001 shares 22,001 $3.91M 0.47% -720 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: 3,236 shares; 2024Q4: 3,631 shares; 2025Q1: 3,590 shares; 2025Q2: 3,479 shares; 2025Q3: 3,601 shares; 2025Q4: 3,621 shares 3,621 $3.89M 0.47% +20 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,723 shares; 2024Q4: 106,325 shares; 2025Q1: 97,614 shares; 2025Q2: 86,830 shares; 2025Q3: 84,525 shares; 2025Q4: 82,832 shares 82,832 $3.7M 0.44% -1,693 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: 28,136 shares; 2024Q4: 26,676 shares; 2025Q1: 26,339 shares; 2025Q2: 26,260 shares; 2025Q3: 26,875 shares; 2025Q4: 25,450 shares 25,450 $3.65M 0.44% -1,425 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: 11,887 shares; 2024Q4: 11,390 shares; 2025Q1: 12,004 shares; 2025Q2: 11,978 shares; 2025Q3: 11,979 shares; 2025Q4: 11,319 shares 11,319 $3.65M 0.44% -660 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: 4,601 shares; 2024Q4: 4,783 shares; 2025Q1: 4,768 shares; 2025Q2: 4,831 shares; 2025Q3: 5,342 shares; 2025Q4: 5,099 shares 5,099 $3.37M 0.4% -243 Timeline XVV 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: 97,904 shares; 2024Q4: 94,956 shares; 2025Q1: 85,987 shares; 2025Q2: 70,207 shares; 2025Q3: 63,847 shares; 2025Q4: 62,780 shares 62,780 $3.31M 0.4% -1,067 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: 8,415 shares; 2024Q4: 8,961 shares; 2025Q1: 9,452 shares; 2025Q2: 9,717 shares; 2025Q3: 9,890 shares; 2025Q4: 9,756 shares 9,756 $2.96M 0.36% -134 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: 13,521 shares; 2024Q4: 13,320 shares; 2025Q1: 15,484 shares; 2025Q2: 16,049 shares; 2025Q3: 19,025 shares; 2025Q4: 20,147 shares 20,147 $2.84M 0.34% +1,122 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: 11,894 shares; 2024Q4: 12,197 shares; 2025Q1: 17,480 shares; 2025Q2: 19,577 shares; 2025Q3: 15,393 shares; 2025Q4: 21,254 shares 21,254 $2.68M 0.32% +5,861 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: 46,005 shares; 2024Q4: 58,438 shares; 2025Q1: 52,932 shares; 2025Q2: 48,009 shares; 2025Q3: 47,258 shares; 2025Q4: 48,954 shares 48,954 $2.63M 0.32% +1,696 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: 53,235 shares; 2024Q4: 114,514 shares; 2025Q1: 114,904 shares; 2025Q2: 110,626 shares; 2025Q3: 108,904 shares; 2025Q4: 106,321 shares 106,321 $2.56M 0.31% -2,583 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: 4,395 shares; 2024Q4: 4,791 shares; 2025Q1: 4,799 shares; 2025Q2: 5,040 shares; 2025Q3: 5,113 shares; 2025Q4: 5,063 shares 5,063 $2.54M 0.31% -50 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: 1,583 shares; 2024Q4: 1,583 shares; 2025Q1: 3,561 shares; 2025Q2: 9,109 shares; 2025Q3: 8,806 shares; 2025Q4: 17,612 shares 17,612 $2.54M 0.3% +8,806 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: 5,883 shares; 2024Q4: 6,325 shares; 2025Q1: 6,384 shares; 2025Q2: 6,671 shares; 2025Q3: 6,790 shares; 2025Q4: 6,797 shares 6,797 $2.38M 0.29% +7 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: 9,596 shares; 2024Q4: 11,475 shares; 2025Q1: 9,966 shares; 2025Q2: 9,702 shares; 2025Q3: 10,832 shares; 2025Q4: 10,327 shares 10,327 $2.36M 0.28% -505 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: 5,509 shares; 2024Q4: 5,489 shares; 2025Q1: 5,380 shares; 2025Q2: 5,466 shares; 2025Q3: 5,485 shares; 2025Q4: 5,441 shares 5,441 $2.32M 0.28% -44 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: 29,399 shares; 2024Q4: 30,169 shares; 2025Q1: 28,634 shares; 2025Q2: 28,374 shares; 2025Q3: 33,102 shares; 2025Q4: 31,061 shares 31,061 $2.17M 0.26% -2,041 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: 48,506 shares; 2024Q4: 55,526 shares; 2025Q1: 47,484 shares; 2025Q2: 40,510 shares; 2025Q3: 39,085 shares; 2025Q4: 38,930 shares 38,930 $2.13M 0.26% -155 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: 15,419 shares; 2024Q4: 15,334 shares; 2025Q1: 15,245 shares; 2025Q2: 15,295 shares; 2025Q3: 15,197 shares; 2025Q4: 14,420 shares 14,420 $2.07M 0.25% -777 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: 3,093 shares; 2024Q4: 3,593 shares; 2025Q1: 3,656 shares; 2025Q2: 3,683 shares; 2025Q3: 3,648 shares; 2025Q4: 3,288 shares 3,288 $2.02M 0.24% -360 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,111 shares; 2025Q1: 11,020 shares; 2025Q2: 11,327 shares; 2025Q3: 11,821 shares; 2025Q4: 11,620 shares 11,620 $1.99M 0.24% -201 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: 18,101 shares; 2024Q4: 17,963 shares; 2025Q1: 18,826 shares; 2025Q2: 17,914 shares; 2025Q3: 17,719 shares; 2025Q4: 18,663 shares 18,663 $1.96M 0.24% +944 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: 3,469 shares; 2024Q4: 3,469 shares; 2025Q1: 4,019 shares; 2025Q2: 4,019 shares; 2025Q3: 4,019 shares; 2025Q4: 4,024 shares 4,024 $1.9M 0.23% +5 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: 6,522 shares; 2024Q4: 6,585 shares; 2025Q1: 6,483 shares; 2025Q2: 6,649 shares; 2025Q3: 6,434 shares; 2025Q4: 6,239 shares 6,239 $1.81M 0.22% -195 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: 8,749 shares; 2024Q4: 8,843 shares; 2025Q1: 8,970 shares; 2025Q2: 9,081 shares; 2025Q3: 9,132 shares; 2025Q4: 8,308 shares 8,308 $1.78M 0.21% -824 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: 26,168 shares; 2024Q4: 77,300 shares; 2025Q1: 77,052 shares; 2025Q2: 68,825 shares; 2025Q3: 66,151 shares; 2025Q4: 63,593 shares 63,593 $1.67M 0.2% -2,558 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: 13,657 shares; 2024Q4: 14,824 shares; 2025Q1: 14,408 shares; 2025Q2: 14,436 shares; 2025Q3: 14,525 shares; 2025Q4: 14,424 shares 14,424 $1.64M 0.2% -101 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: 3,531 shares; 2024Q4: 3,850 shares; 2025Q1: 4,028 shares; 2025Q2: 4,058 shares; 2025Q3: 4,251 shares; 2025Q4: 4,282 shares 4,282 $1.58M 0.19% +31 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: 10,110 shares; 2024Q4: 10,550 shares; 2025Q1: 10,266 shares; 2025Q2: 8,525 shares; 2025Q3: 8,310 shares; 2025Q4: 7,981 shares 7,981 $1.56M 0.19% -329 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: 4,371 shares; 2024Q4: 4,605 shares; 2025Q1: 4,726 shares; 2025Q2: 4,503 shares; 2025Q3: 4,703 shares; 2025Q4: 4,425 shares 4,425 $1.52M 0.18% -278 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: 12,310 shares; 2024Q4: 12,426 shares; 2025Q1: 12,556 shares; 2025Q2: 12,541 shares; 2025Q3: 12,698 shares; 2025Q4: 12,116 shares 12,116 $1.52M 0.18% -582 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: 2,069 shares; 2024Q4: 2,315 shares; 2025Q1: 2,264 shares; 2025Q2: 2,464 shares; 2025Q3: 2,626 shares; 2025Q4: 2,626 shares 2,626 $1.5M 0.18% 0 Timeline EMSF MATTHEWS INTL FDS More: the full row for MATTHEWS INTL 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: 17,954 shares; 2025Q3: 22,677 shares; 2025Q4: 52,158 shares 52,158 $1.48M 0.18% +29,481 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: 5,571 shares; 2024Q4: 6,079 shares; 2025Q1: 5,948 shares; 2025Q2: 7,748 shares; 2025Q3: 8,122 shares; 2025Q4: 6,860 shares 6,860 $1.45M 0.17% -1,262 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: 3,031 shares; 2024Q4: 3,606 shares; 2025Q1: 3,608 shares; 2025Q2: 3,573 shares; 2025Q3: 3,573 shares; 2025Q4: 3,646 shares 3,646 $1.44M 0.17% +73 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: 51,824 shares; 2024Q4: 52,935 shares; 2025Q1: 70,209 shares; 2025Q2: 62,046 shares; 2025Q3: 64,271 shares; 2025Q4: 57,755 shares 57,755 $1.44M 0.17% -6,516 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: 1,466 shares; 2024Q4: 1,562 shares; 2025Q1: 1,249 shares; 2025Q2: 1,246 shares; 2025Q3: 1,523 shares; 2025Q4: 14,921 shares 14,921 $1.4M 0.17% +13,398 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: 15,819 shares; 2024Q4: 16,173 shares; 2025Q1: 18,717 shares; 2025Q2: 27,272 shares; 2025Q3: 28,141 shares; 2025Q4: 30,091 shares 30,091 $1.38M 0.17% +1,950 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: 2,029 shares; 2024Q4: 2,842 shares; 2025Q1: 2,425 shares; 2025Q2: 2,414 shares; 2025Q3: 2,500 shares; 2025Q4: 2,413 shares 2,413 $1.38M 0.17% -87 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: 5,713 shares; 2024Q4: 6,048 shares; 2025Q1: 3,812 shares; 2025Q2: 3,824 shares; 2025Q3: 10,873 shares; 2025Q4: 10,854 shares 10,854 $1.33M 0.16% -19 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: 6,636 shares; 2024Q4: 6,926 shares; 2025Q1: 8,272 shares; 2025Q2: 8,223 shares; 2025Q3: 7,417 shares; 2025Q4: 8,644 shares 8,644 $1.33M 0.16% +1,227 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: 1,366 shares; 2024Q4: 1,471 shares; 2025Q1: 1,429 shares; 2025Q2: 1,439 shares; 2025Q3: 1,502 shares; 2025Q4: 1,496 shares 1,496 $1.32M 0.16% -6 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: 11,609 shares; 2024Q4: 11,875 shares; 2025Q1: 11,863 shares; 2025Q2: 11,903 shares; 2025Q3: 11,601 shares; 2025Q4: 11,461 shares 11,461 $1.28M 0.15% -140 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: 1,751 shares; 2024Q4: 1,760 shares; 2025Q1: 1,907 shares; 2025Q2: 1,918 shares; 2025Q3: 2,011 shares; 2025Q4: 1,925 shares 1,925 $1.28M 0.15% -86 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: 3,198 shares; 2024Q4: 3,659 shares; 2025Q1: 2,902 shares; 2025Q2: 2,724 shares; 2025Q3: 2,706 shares; 2025Q4: 2,738 shares 2,738 $1.23M 0.15% +32 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: 3,359 shares; 2024Q4: 4,548 shares; 2025Q1: not reported; 2025Q2: 4,177 shares; 2025Q3: 4,159 shares; 2025Q4: 4,154 shares 4,154 $1.23M 0.15% -5 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: 4,259 shares; 2024Q4: 5,578 shares; 2025Q1: 4,858 shares; 2025Q2: 4,865 shares; 2025Q3: 4,682 shares; 2025Q4: 4,740 shares 4,740 $1.22M 0.15% +58 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: 3,680 shares; 2024Q4: 4,001 shares; 2025Q1: 3,908 shares; 2025Q2: 4,078 shares; 2025Q3: 4,078 shares; 2025Q4: 4,593 shares 4,593 $1.22M 0.15% +515 Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,064 shares; 2024Q4: 165,093 shares; 2025Q1: 180,183 shares; 2025Q2: 215,078 shares; 2025Q3: 185,078 shares; 2025Q4: 152,578 shares 152,578 $1.19M 0.14% -32,500 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: 2,433 shares; 2024Q4: 2,893 shares; 2025Q1: 4,661 shares; 2025Q2: 4,777 shares; 2025Q3: 5,928 shares; 2025Q4: 6,300 shares 6,300 $1.17M 0.14% +372 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: 42,241 shares; 2024Q4: 60,909 shares; 2025Q1: 52,232 shares; 2025Q2: 54,353 shares; 2025Q3: 34,786 shares; 2025Q4: 31,577 shares 31,577 $1.17M 0.14% -3,209 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: 860 shares; 2024Q4: 865 shares; 2025Q1: 859 shares; 2025Q2: 933 shares; 2025Q3: 1,092 shares; 2025Q4: 2,417 shares 2,417 $1.14M 0.14% +1,325 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: 4,139 shares; 2024Q4: 4,945 shares; 2025Q1: 5,521 shares; 2025Q2: 4,597 shares; 2025Q3: 4,587 shares; 2025Q4: 4,385 shares 4,385 $1.13M 0.14% -202 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: 872 shares; 2024Q4: 864 shares; 2025Q1: 995 shares; 2025Q2: 1,008 shares; 2025Q3: 1,046 shares; 2025Q4: 1,038 shares 1,038 $1.11M 0.13% -8 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: 5,559 shares; 2024Q4: 5,698 shares; 2025Q1: 5,467 shares; 2025Q2: 5,455 shares; 2025Q3: 5,007 shares; 2025Q4: 4,767 shares 4,767 $1.1M 0.13% -240 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: 6,738 shares; 2024Q4: 6,749 shares; 2025Q1: 6,134 shares; 2025Q2: 5,408 shares; 2025Q3: 5,433 shares; 2025Q4: 5,305 shares 5,305 $1.1M 0.13% -128 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: 1,367 shares; 2024Q4: 1,367 shares; 2025Q1: 1,356 shares; 2025Q2: 1,353 shares; 2025Q3: 1,357 shares; 2025Q4: 1,267 shares 1,267 $1.09M 0.13% -90 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: 4,358 shares; 2024Q4: 4,358 shares; 2025Q1: 5,148 shares; 2025Q2: 5,148 shares; 2025Q3: 5,148 shares; 2025Q4: 5,148 shares 5,148 $1.08M 0.13% 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: 5,488 shares; 2024Q4: 6,591 shares; 2025Q1: 5,306 shares; 2025Q2: 5,699 shares; 2025Q3: 6,045 shares; 2025Q4: 6,065 shares 6,065 $1.08M 0.13% +20 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: 6,820 shares; 2024Q4: 6,877 shares; 2025Q1: 4,953 shares; 2025Q2: 5,162 shares; 2025Q3: 8,679 shares; 2025Q4: 8,922 shares 8,922 $1.04M 0.12% +243 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: 192 shares; 2024Q4: 194 shares; 2025Q1: 194 shares; 2025Q2: 190 shares; 2025Q3: 191 shares; 2025Q4: 192 shares 192 $1.03M 0.12% +1 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: 3,250 shares; 2024Q4: 3,250 shares; 2025Q1: 3,250 shares; 2025Q2: 3,250 shares; 2025Q3: 3,250 shares; 2025Q4: 3,250 shares 3,250 $1.02M 0.12% 0 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: 12,917 shares; 2024Q4: 13,728 shares; 2025Q1: 13,234 shares; 2025Q2: 9,763 shares; 2025Q3: 9,381 shares; 2025Q4: 8,429 shares 8,429 $1.01M 0.12% -952 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: 1,332 shares; 2024Q4: 1,420 shares; 2025Q1: 1,833 shares; 2025Q2: 1,824 shares; 2025Q3: 1,908 shares; 2025Q4: 1,930 shares 1,930 $1.01M 0.12% +22 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: 6,053 shares; 2024Q4: 5,663 shares; 2025Q1: 5,616 shares; 2025Q2: 5,699 shares; 2025Q3: 5,807 shares; 2025Q4: 5,887 shares 5,887 $1.01M 0.12% +80 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: 4,868 shares; 2024Q4: 3,400 shares; 2025Q1: 3,505 shares; 2025Q2: 3,505 shares; 2025Q3: 3,347 shares; 2025Q4: 3,315 shares 3,315 $1M 0.12% -32 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,155 shares; 2025Q3: 3,545 shares; 2025Q4: 4,000 shares 4,000 $969K 0.12% +455 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: 3,617 shares; 2024Q4: 3,721 shares; 2025Q1: 3,759 shares; 2025Q2: 3,707 shares; 2025Q3: 3,746 shares; 2025Q4: 3,723 shares 3,723 $958K 0.11% -23 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: 7,902 shares; 2024Q4: 7,938 shares; 2025Q1: 7,870 shares; 2025Q2: 7,932 shares; 2025Q3: 8,047 shares; 2025Q4: 8,028 shares 8,028 $937K 0.11% -19 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: 32,415 shares; 2024Q4: 37,755 shares; 2025Q1: 37,489 shares; 2025Q2: 37,348 shares; 2025Q3: 38,781 shares; 2025Q4: 37,643 shares 37,643 $935K 0.11% -1,138 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: 1,466 shares; 2024Q4: 1,556 shares; 2025Q1: 878 shares; 2025Q2: 881 shares; 2025Q3: 1,599 shares; 2025Q4: 1,649 shares 1,649 $934K 0.11% +50 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: not reported; 2024Q4: 784 shares; 2025Q1: 749 shares; 2025Q2: 686 shares; 2025Q3: 1,470 shares; 2025Q4: 1,422 shares 1,422 $929K 0.11% -48 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: 4,554 shares; 2024Q4: 6,196 shares; 2025Q1: 5,960 shares; 2025Q2: 6,076 shares; 2025Q3: 6,327 shares; 2025Q4: 6,018 shares 6,018 $928K 0.11% -309 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: 24,504 shares; 2024Q4: 28,649 shares; 2025Q1: 29,101 shares; 2025Q2: 28,690 shares; 2025Q3: 40,123 shares; 2025Q4: 38,805 shares 38,805 $905K 0.11% -1,318 Timeline CIB GRUPO CIBEST SA More: the full row for GRUPO CIBEST SA 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: 14,509 shares; 2025Q3: 14,332 shares; 2025Q4: 14,149 shares 14,149 $900K 0.11% -183 Timeline NAGE NIAGEN BIOSCIENCE INC More: the full row for NIAGEN BIOSCIENCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,847 shares; 2024Q4: 93,847 shares; 2025Q1: 81,847 shares; 2025Q2: 85,000 shares; 2025Q3: 85,000 shares; 2025Q4: 141,000 shares 141,000 $897K 0.11% +56,000 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: 1,231 shares; 2024Q4: 1,287 shares; 2025Q1: 1,457 shares; 2025Q2: 1,276 shares; 2025Q3: 1,275 shares; 2025Q4: 1,532 shares 1,532 $888K 0.11% +257 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,288 shares; 2024Q4: 6,110 shares; 2025Q1: 6,418 shares; 2025Q2: 6,469 shares; 2025Q3: 4,448 shares; 2025Q4: 4,477 shares 4,477 $874K 0.1% +29 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,680 shares; 2024Q4: 46,473 shares; 2025Q1: 47,241 shares; 2025Q2: 49,191 shares; 2025Q3: 54,080 shares; 2025Q4: 53,998 shares 53,998 $869K 0.1% -82 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,932 shares; 2024Q4: 4,044 shares; 2025Q1: 4,005 shares; 2025Q2: 4,126 shares; 2025Q3: 3,916 shares; 2025Q4: 3,983 shares 3,983 $850K 0.1% +67 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,363 shares; 2024Q4: 28,657 shares; 2025Q1: 25,886 shares; 2025Q2: 27,041 shares; 2025Q3: 28,960 shares; 2025Q4: 28,179 shares 28,179 $840K 0.1% -781 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: 9,925 shares; 2024Q4: 10,132 shares; 2025Q1: 11,031 shares; 2025Q2: 10,959 shares; 2025Q3: 10,400 shares; 2025Q4: 10,040 shares 10,040 $820K 0.1% -360 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: 2,290 shares; 2024Q4: 2,371 shares; 2025Q1: 2,512 shares; 2025Q2: 2,454 shares; 2025Q3: 2,471 shares; 2025Q4: 2,476 shares 2,476 $810K 0.1% +5 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: 4,457 shares; 2024Q4: 4,305 shares; 2025Q1: 2,692 shares; 2025Q2: 3,043 shares; 2025Q3: 2,640 shares; 2025Q4: 2,801 shares 2,801 $799K 0.1% +161 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: 1,912 shares; 2024Q4: 2,226 shares; 2025Q1: 2,333 shares; 2025Q2: 2,421 shares; 2025Q3: 2,632 shares; 2025Q4: 2,917 shares 2,917 $797K 0.1% +285 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: 2,457 shares; 2024Q4: 2,486 shares; 2025Q1: 2,673 shares; 2025Q2: 2,334 shares; 2025Q3: 1,925 shares; 2025Q4: 2,365 shares 2,365 $781K 0.09% +440 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: 17,056 shares; 2024Q4: 19,924 shares; 2025Q1: 18,956 shares; 2025Q2: 19,593 shares; 2025Q3: 20,365 shares; 2025Q4: 19,040 shares 19,040 $775K 0.09% -1,325 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,327 shares; 2024Q4: 23,327 shares; 2025Q1: 23,327 shares; 2025Q2: 23,327 shares; 2025Q3: 23,327 shares; 2025Q4: 23,327 shares 23,327 $770K 0.09% 0 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: 2,211 shares; 2024Q4: 2,167 shares; 2025Q1: 2,526 shares; 2025Q2: 2,583 shares; 2025Q3: 3,890 shares; 2025Q4: 3,171 shares 3,171 $765K 0.09% -719 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: 4,940 shares; 2024Q4: 5,343 shares; 2025Q1: 4,903 shares; 2025Q2: 5,316 shares; 2025Q3: 5,597 shares; 2025Q4: 5,620 shares 5,620 $765K 0.09% +23 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: 7,653 shares; 2024Q4: 7,920 shares; 2025Q1: 8,479 shares; 2025Q2: 8,667 shares; 2025Q3: 8,473 shares; 2025Q4: 8,000 shares 8,000 $763K 0.09% -473 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,650 shares; 2024Q4: 9,600 shares; 2025Q1: 9,600 shares; 2025Q2: 9,618 shares; 2025Q3: 9,618 shares; 2025Q4: 11,273 shares 11,273 $763K 0.09% +1,655 Timeline DOCN DIGITALOCEAN HLDGS INC More: the full row for DIGITALOCEAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,956 shares; 2024Q4: 14,556 shares; 2025Q1: 15,256 shares; 2025Q2: 14,856 shares; 2025Q3: 15,656 shares; 2025Q4: 15,656 shares 15,656 $753K 0.09% 0 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: 3,842 shares; 2024Q4: 4,231 shares; 2025Q1: 4,216 shares; 2025Q2: 3,209 shares; 2025Q3: 3,519 shares; 2025Q4: 3,562 shares 3,562 $744K 0.09% +43 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: 4,197 shares; 2024Q4: 4,951 shares; 2025Q1: 4,614 shares; 2025Q2: 4,557 shares; 2025Q3: 4,887 shares; 2025Q4: 4,845 shares 4,845 $738K 0.09% -42 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,829 shares; 2024Q4: 25,644 shares; 2025Q1: 25,425 shares; 2025Q2: 17,150 shares; 2025Q3: 17,156 shares; 2025Q4: 16,461 shares 16,461 $731K 0.09% -695 Timeline NMR NOMURA HLDGS INC More: the full row for NOMURA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,955 shares; 2024Q4: 77,033 shares; 2025Q1: 79,360 shares; 2025Q2: 77,363 shares; 2025Q3: 80,881 shares; 2025Q4: 85,720 shares 85,720 $719K 0.09% +4,839 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: 629 shares; 2024Q4: 1,605 shares; 2025Q1: 1,794 shares; 2025Q2: 2,389 shares; 2025Q3: 4,056 shares; 2025Q4: 3,894 shares 3,894 $717K 0.09% -162 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: 4,373 shares; 2024Q4: 4,474 shares; 2025Q1: 4,455 shares; 2025Q2: 4,448 shares; 2025Q3: 4,446 shares; 2025Q4: 4,429 shares 4,429 $710K 0.09% -17 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: 357 shares; 2024Q4: 387 shares; 2025Q1: 369 shares; 2025Q2: 375 shares; 2025Q3: 596 shares; 2025Q4: 574 shares 574 $697K 0.08% -22 Timeline BNL BROADSTONE NET LEASE INC More: the full row for BROADSTONE NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,000 shares; 2024Q4: 39,942 shares; 2025Q1: 39,942 shares; 2025Q2: 39,942 shares; 2025Q3: 39,942 shares; 2025Q4: 39,942 shares 39,942 $694K 0.08% 0 Timeline WIT WIPRO LTD More: the full row for WIPRO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,446 shares; 2024Q4: 179,083 shares; 2025Q1: 161,287 shares; 2025Q2: 164,147 shares; 2025Q3: 209,429 shares; 2025Q4: 244,156 shares 244,156 $693K 0.08% +34,727 Timeline MEAR 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,737 shares 13,737 $691K 0.08% new Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,098 shares; 2024Q4: 1,157 shares; 2025Q1: 1,785 shares; 2025Q2: 1,733 shares; 2025Q3: 1,628 shares; 2025Q4: 1,636 shares 1,636 $691K 0.08% +8 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: 6,879 shares; 2024Q4: 6,872 shares; 2025Q1: 8,648 shares; 2025Q2: 8,196 shares; 2025Q3: 8,862 shares; 2025Q4: 8,903 shares 8,903 $686K 0.08% +41 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,925 shares; 2024Q4: 12,416 shares; 2025Q1: 12,432 shares; 2025Q2: 12,192 shares; 2025Q3: 13,259 shares; 2025Q4: 12,672 shares 12,672 $671K 0.08% -587 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,751 shares; 2025Q1: 5,249 shares; 2025Q2: 4,855 shares; 2025Q3: 5,551 shares; 2025Q4: 5,592 shares 5,592 $670K 0.08% +41 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,793 shares; 2024Q4: 2,215 shares; 2025Q1: 2,227 shares; 2025Q2: 2,226 shares; 2025Q3: 2,187 shares; 2025Q4: 2,316 shares 2,316 $669K 0.08% +129 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: not reported; 2024Q4: 8,632 shares; 2025Q1: 5,129 shares; 2025Q2: 4,704 shares; 2025Q3: 4,704 shares; 2025Q4: 5,585 shares 5,585 $667K 0.08% +881 Timeline WF WOORI FINL GROUP INC More: the full row for WOORI FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,726 shares; 2024Q4: 8,578 shares; 2025Q1: 8,316 shares; 2025Q2: 8,844 shares; 2025Q3: 9,962 shares; 2025Q4: 11,234 shares 11,234 $660K 0.08% +1,272 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: 2,137 shares; 2024Q4: 2,043 shares; 2025Q1: 1,872 shares; 2025Q2: 1,864 shares; 2025Q3: 1,862 shares; 2025Q4: 2,110 shares 2,110 $659K 0.08% +248 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,087 shares; 2025Q1: 4,935 shares; 2025Q2: 5,653 shares; 2025Q3: 5,431 shares; 2025Q4: 4,998 shares 4,998 $655K 0.08% -433 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: 20,395 shares; 2024Q4: 20,497 shares; 2025Q1: 20,593 shares; 2025Q2: 20,169 shares; 2025Q3: 20,275 shares; 2025Q4: 20,382 shares 20,382 $653K 0.08% +107 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: 831 shares; 2024Q4: 944 shares; 2025Q1: 835 shares; 2025Q2: 990 shares; 2025Q3: 1,016 shares; 2025Q4: 4,238 shares 4,238 $649K 0.08% +3,222 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: 3,655 shares; 2024Q4: 3,660 shares; 2025Q1: 3,395 shares; 2025Q2: 3,394 shares; 2025Q3: 3,322 shares; 2025Q4: 2,939 shares 2,939 $646K 0.08% -383 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,847 shares; 2024Q4: 6,401 shares; 2025Q1: 5,185 shares; 2025Q2: 5,425 shares; 2025Q3: 6,258 shares; 2025Q4: 6,445 shares 6,445 $644K 0.08% +187 Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,199 shares; 2024Q4: 20,989 shares; 2025Q1: 21,363 shares; 2025Q2: 25,136 shares; 2025Q3: 27,639 shares; 2025Q4: 35,632 shares 35,632 $635K 0.08% +7,993 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,258 shares; 2025Q1: 26,662 shares; 2025Q2: 27,361 shares; 2025Q3: 28,410 shares; 2025Q4: 24,248 shares 24,248 $621K 0.07% -4,162 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: 4,077 shares; 2024Q4: 4,095 shares; 2025Q1: 4,108 shares; 2025Q2: 3,658 shares; 2025Q3: 2,287 shares; 2025Q4: 2,297 shares 2,297 $616K 0.07% +10 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: 1,169 shares; 2024Q4: 1,166 shares; 2025Q1: 1,134 shares; 2025Q2: 1,138 shares; 2025Q3: 1,148 shares; 2025Q4: 1,270 shares 1,270 $593K 0.07% +122 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: 8,179 shares; 2024Q4: 9,540 shares; 2025Q1: 8,340 shares; 2025Q2: 7,210 shares; 2025Q3: 11,287 shares; 2025Q4: 10,938 shares 10,938 $590K 0.07% -349 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,023 shares; 2024Q4: 1,100 shares; 2025Q1: 1,083 shares; 2025Q2: 1,094 shares; 2025Q3: 1,142 shares; 2025Q4: 1,150 shares 1,150 $588K 0.07% +8 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: 3,816 shares; 2024Q4: 2,991 shares; 2025Q1: 3,844 shares; 2025Q2: 3,720 shares; 2025Q3: 3,721 shares; 2025Q4: 4,559 shares 4,559 $582K 0.07% +838 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 889 shares; 2024Q4: 832 shares; 2025Q1: 823 shares; 2025Q2: 710 shares; 2025Q3: 585 shares; 2025Q4: 575 shares 575 $580K 0.07% -10 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: 1,118 shares; 2024Q4: 1,118 shares; 2025Q1: 1,118 shares; 2025Q2: 1,111 shares; 2025Q3: 1,111 shares; 2025Q4: 960 shares 960 $579K 0.07% -151 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,977 shares; 2024Q4: 2,966 shares; 2025Q1: 2,985 shares; 2025Q2: 2,970 shares; 2025Q3: 2,968 shares; 2025Q4: 2,767 shares 2,767 $576K 0.07% -201 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: 7,008 shares; 2024Q4: 7,401 shares; 2025Q1: 7,160 shares; 2025Q2: 7,690 shares; 2025Q3: 9,888 shares; 2025Q4: 10,742 shares 10,742 $573K 0.07% +854 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: 1,355 shares; 2024Q4: 1,431 shares; 2025Q1: 1,680 shares; 2025Q2: 1,695 shares; 2025Q3: 1,664 shares; 2025Q4: 1,615 shares 1,615 $568K 0.07% -49 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: 3,115 shares; 2024Q4: 3,158 shares; 2025Q1: 3,047 shares; 2025Q2: 3,039 shares; 2025Q3: 2,866 shares; 2025Q4: 2,782 shares 2,782 $565K 0.07% -84 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,137 shares; 2024Q4: 3,196 shares; 2025Q1: 3,217 shares; 2025Q2: 3,185 shares; 2025Q3: 3,470 shares; 2025Q4: 3,497 shares 3,497 $562K 0.07% +27 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 684 shares; 2025Q4: 726 shares 726 $560K 0.07% +42 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: 666 shares; 2024Q4: 666 shares; 2025Q1: 1,333 shares; 2025Q2: 1,313 shares; 2025Q3: 1,314 shares; 2025Q4: 1,127 shares 1,127 $550K 0.07% -187 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: 5,453 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,217 shares; 2025Q4: 11,059 shares 11,059 $542K 0.07% -158 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: 4,935 shares; 2024Q4: 4,935 shares; 2025Q1: 5,466 shares; 2025Q2: 4,592 shares; 2025Q3: 4,570 shares; 2025Q4: 4,510 shares 4,510 $542K 0.07% -60 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,000 shares; 2025Q4: 4,145 shares 4,145 $541K 0.06% -855 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,690 shares; 2024Q4: 2,690 shares; 2025Q1: 1,868 shares; 2025Q2: 1,868 shares; 2025Q3: 1,868 shares; 2025Q4: 1,763 shares 1,763 $540K 0.06% -105 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: 12,928 shares; 2024Q4: 12,271 shares; 2025Q1: 12,141 shares; 2025Q2: 11,884 shares; 2025Q3: 6,988 shares; 2025Q4: 6,791 shares 6,791 $534K 0.06% -197 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: 2,250 shares; 2024Q4: 2,435 shares; 2025Q1: 2,605 shares; 2025Q2: 2,488 shares; 2025Q3: 2,472 shares; 2025Q4: 1,821 shares 1,821 $528K 0.06% -651 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: 1,406 shares; 2024Q4: 1,406 shares; 2025Q1: 1,406 shares; 2025Q2: 1,406 shares; 2025Q3: 1,406 shares; 2025Q4: 1,406 shares 1,406 $525K 0.06% 0 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: 4,551 shares; 2024Q4: 4,663 shares; 2025Q1: 4,771 shares; 2025Q2: 4,543 shares; 2025Q3: 3,863 shares; 2025Q4: 4,694 shares 4,694 $514K 0.06% +831 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: 2,494 shares; 2024Q4: 2,915 shares; 2025Q1: 2,698 shares; 2025Q2: 2,698 shares; 2025Q3: 2,687 shares; 2025Q4: 2,595 shares 2,595 $506K 0.06% -92 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: 2,726 shares; 2024Q4: 2,854 shares; 2025Q1: 2,779 shares; 2025Q2: 2,410 shares; 2025Q3: 2,410 shares; 2025Q4: 2,410 shares 2,410 $504K 0.06% 0 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,557 shares; 2024Q4: 1,710 shares; 2025Q1: 1,626 shares; 2025Q2: 1,827 shares; 2025Q3: 1,697 shares; 2025Q4: 1,700 shares 1,700 $503K 0.06% +3 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP 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: 3,761 shares; 2025Q4: 6,363 shares 6,363 $488K 0.06% +2,602 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: 2,364 shares; 2024Q4: 3,399 shares; 2025Q1: 3,370 shares; 2025Q2: 2,691 shares; 2025Q3: 2,606 shares; 2025Q4: 2,621 shares 2,621 $481K 0.06% +15 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,424 shares; 2025Q1: 3,428 shares; 2025Q2: 3,432 shares; 2025Q3: 3,436 shares; 2025Q4: 3,440 shares 3,440 $479K 0.06% +4 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,972 shares; 2025Q1: not reported; 2025Q2: 6,558 shares; 2025Q3: 6,607 shares; 2025Q4: 5,717 shares 5,717 $479K 0.06% -890 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: 2,067 shares; 2024Q4: 2,119 shares; 2025Q1: 2,052 shares; 2025Q2: 2,078 shares; 2025Q3: 2,046 shares; 2025Q4: 2,080 shares 2,080 $474K 0.06% +34 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: not reported; 2024Q4: 2,590 shares; 2025Q1: 2,470 shares; 2025Q2: 2,470 shares; 2025Q3: 2,470 shares; 2025Q4: 2,470 shares 2,470 $473K 0.06% 0 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: 10,365 shares; 2024Q4: 11,047 shares; 2025Q1: 11,084 shares; 2025Q2: 10,630 shares; 2025Q3: 9,616 shares; 2025Q4: 9,594 shares 9,594 $472K 0.06% -22 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: 4,018 shares; 2024Q4: 4,094 shares; 2025Q1: 3,491 shares; 2025Q2: 3,391 shares; 2025Q3: 3,391 shares; 2025Q4: 3,263 shares 3,263 $468K 0.06% -128 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: 2,690 shares; 2024Q4: 2,746 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,793 shares; 2025Q4: 3,437 shares 3,437 $468K 0.06% -356 Timeline DASH DOORDASH INC More: the full row for DOORDASH 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: 1,942 shares; 2025Q2: 2,024 shares; 2025Q3: 2,370 shares; 2025Q4: 2,017 shares 2,017 $457K 0.05% -353 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: 6,929 shares; 2024Q4: 6,733 shares; 2025Q1: 6,303 shares; 2025Q2: 6,449 shares; 2025Q3: 6,887 shares; 2025Q4: 6,094 shares 6,094 $449K 0.05% -793 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: 201 shares; 2024Q4: 202 shares; 2025Q1: 204 shares; 2025Q2: 213 shares; 2025Q3: 214 shares; 2025Q4: 220 shares 220 $443K 0.05% +6 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: 838 shares; 2024Q4: 1,588 shares; 2025Q1: 941 shares; 2025Q2: 939 shares; 2025Q3: 932 shares; 2025Q4: 910 shares 910 $440K 0.05% -22 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: 11,259 shares; 2024Q4: 11,768 shares; 2025Q1: 8,512 shares; 2025Q2: 8,466 shares; 2025Q3: 12,177 shares; 2025Q4: 10,851 shares 10,851 $439K 0.05% -1,326 Timeline VIV TELEFONICA BRASIL SA More: the full row for TELEFONICA BRASIL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,007 shares; 2024Q4: 22,212 shares; 2025Q1: 24,548 shares; 2025Q2: 24,332 shares; 2025Q3: 36,034 shares; 2025Q4: 36,804 shares 36,804 $436K 0.05% +770 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: 7,727 shares; 2024Q4: 7,169 shares; 2025Q1: 3,600 shares; 2025Q2: 3,486 shares; 2025Q3: 3,008 shares; 2025Q4: 3,143 shares 3,143 $433K 0.05% +135 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: 5,856 shares; 2024Q4: 16,712 shares; 2025Q1: 15,711 shares; 2025Q2: 15,322 shares; 2025Q3: 15,451 shares; 2025Q4: 15,395 shares 15,395 $414K 0.05% -56 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: 1,549 shares; 2024Q4: 1,785 shares; 2025Q1: 1,479 shares; 2025Q2: 1,447 shares; 2025Q3: 918 shares; 2025Q4: 872 shares 872 $406K 0.05% -46 Timeline UMC UNITED MICROELECTRONICS CORP More: the full row for UNITED MICROELECTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,943 shares; 2024Q4: 13,068 shares; 2025Q1: 36,716 shares; 2025Q2: 35,482 shares; 2025Q3: 49,188 shares; 2025Q4: 51,573 shares 51,573 $405K 0.05% +2,385 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: 2,626 shares; 2024Q4: 3,042 shares; 2025Q1: 2,760 shares; 2025Q2: 1,511 shares; 2025Q3: 1,490 shares; 2025Q4: 1,308 shares 1,308 $403K 0.05% -182 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,780 shares; 2025Q4: 1,969 shares 1,969 $400K 0.05% +189 Timeline AVXC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF 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: 5,876 shares; 2025Q2: 6,578 shares; 2025Q3: 6,578 shares; 2025Q4: 6,218 shares 6,218 $397K 0.05% -360 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,611 shares; 2025Q3: 4,413 shares; 2025Q4: 4,570 shares 4,570 $393K 0.05% +157 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: not reported; 2024Q4: not reported; 2025Q1: 2,989 shares; 2025Q2: 2,811 shares; 2025Q3: 5,073 shares; 2025Q4: 4,490 shares 4,490 $391K 0.05% -583 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,064 shares; 2025Q2: 1,173 shares; 2025Q3: 1,359 shares; 2025Q4: 1,523 shares 1,523 $390K 0.05% +164 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: 1,468 shares; 2024Q4: 1,467 shares; 2025Q1: 1,428 shares; 2025Q2: 1,575 shares; 2025Q3: 2,088 shares; 2025Q4: 2,094 shares 2,094 $388K 0.05% +6 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: not reported; 2024Q4: not reported; 2025Q1: 3,997 shares; 2025Q2: 5,525 shares; 2025Q3: 5,295 shares; 2025Q4: 5,295 shares 5,295 $385K 0.05% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,556 shares; 2024Q4: 1,446 shares; 2025Q1: 1,377 shares; 2025Q2: 1,329 shares; 2025Q3: 1,328 shares; 2025Q4: 1,250 shares 1,250 $382K 0.05% -78 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: 6,785 shares; 2024Q4: 7,062 shares; 2025Q1: 6,125 shares; 2025Q2: 5,965 shares; 2025Q3: 4,287 shares; 2025Q4: 4,357 shares 4,357 $373K 0.04% +70 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: 1,722 shares; 2024Q4: 1,789 shares; 2025Q1: 1,743 shares; 2025Q2: 1,397 shares; 2025Q3: 1,756 shares; 2025Q4: 1,483 shares 1,483 $365K 0.04% -273 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,282 shares; 2025Q4: 3,318 shares 3,318 $365K 0.04% +36 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,353 shares; 2024Q4: 1,337 shares; 2025Q1: not reported; 2025Q2: 1,254 shares; 2025Q3: 1,549 shares; 2025Q4: 1,627 shares 1,627 $362K 0.04% +78 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: 10,595 shares; 2024Q4: 11,255 shares; 2025Q1: 10,681 shares; 2025Q2: 10,119 shares; 2025Q3: 10,113 shares; 2025Q4: 10,113 shares 10,113 $351K 0.04% 0 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: 2,789 shares; 2024Q4: 2,789 shares; 2025Q1: 2,789 shares; 2025Q2: 2,789 shares; 2025Q3: 2,789 shares; 2025Q4: 2,789 shares 2,789 $351K 0.04% 0 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: 3,579 shares; 2024Q4: 3,713 shares; 2025Q1: 1,575 shares; 2025Q2: 1,598 shares; 2025Q3: 1,249 shares; 2025Q4: 1,531 shares 1,531 $350K 0.04% +282 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: 6,500 shares; 2024Q4: 6,500 shares; 2025Q1: 6,500 shares; 2025Q2: 6,500 shares; 2025Q3: 6,500 shares; 2025Q4: 6,500 shares 6,500 $350K 0.04% 0 Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,443 shares; 2024Q4: 14,639 shares; 2025Q1: 12,970 shares; 2025Q2: 13,958 shares; 2025Q3: 14,595 shares; 2025Q4: 11,802 shares 11,802 $348K 0.04% -2,793 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,601 shares; 2025Q2: 7,606 shares; 2025Q3: 7,611 shares; 2025Q4: 7,615 shares 7,615 $347K 0.04% +4 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,165 shares; 2024Q4: 20,165 shares; 2025Q1: 20,166 shares; 2025Q2: 20,165 shares; 2025Q3: 20,166 shares; 2025Q4: 20,166 shares 20,166 $345K 0.04% 0 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 490 shares; 2024Q4: 497 shares; 2025Q1: not reported; 2025Q2: 639 shares; 2025Q3: 747 shares; 2025Q4: 769 shares 769 $341K 0.04% +22 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,741 shares; 2024Q4: 1,871 shares; 2025Q1: 2,308 shares; 2025Q2: 2,337 shares; 2025Q3: 2,153 shares; 2025Q4: 1,811 shares 1,811 $341K 0.04% -342 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,135 shares; 2024Q4: 1,229 shares; 2025Q1: 1,122 shares; 2025Q2: 1,122 shares; 2025Q3: 1,065 shares; 2025Q4: 1,083 shares 1,083 $339K 0.04% +18 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 921 shares; 2024Q4: 1,029 shares; 2025Q1: not reported; 2025Q2: 739 shares; 2025Q3: 905 shares; 2025Q4: 869 shares 869 $338K 0.04% -36 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,036 shares; 2024Q4: 41,939 shares; 2025Q1: 38,984 shares; 2025Q2: 39,687 shares; 2025Q3: 62,797 shares; 2025Q4: 63,438 shares 63,438 $336K 0.04% +641 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,988 shares; 2025Q4: 1,909 shares 1,909 $336K 0.04% -79 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: 12,890 shares; 2024Q4: 12,676 shares; 2025Q1: 12,818 shares; 2025Q2: 11,397 shares; 2025Q3: 11,098 shares; 2025Q4: 10,178 shares 10,178 $333K 0.04% -920 Timeline MVIS MICROVISION INC DEL More: the full row for MICROVISION INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 400,000 shares; 2024Q4: 400,000 shares; 2025Q1: 400,000 shares; 2025Q2: 400,000 shares; 2025Q3: 400,000 shares; 2025Q4: 400,000 shares 400,000 $331K 0.04% 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: 5,520 shares; 2024Q4: 5,420 shares; 2025Q1: 5,433 shares; 2025Q2: 4,930 shares; 2025Q3: 3,989 shares; 2025Q4: 4,186 shares 4,186 $331K 0.04% +197 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: 600 shares; 2025Q3: 546 shares; 2025Q4: 703 shares 703 $330K 0.04% +157 Timeline ITOT 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: 3,049 shares; 2024Q4: 3,808 shares; 2025Q1: 3,118 shares; 2025Q2: 2,509 shares; 2025Q3: 2,509 shares; 2025Q4: 2,201 shares 2,201 $327K 0.04% -308 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: 1,281 shares; 2024Q4: 1,393 shares; 2025Q1: 1,441 shares; 2025Q2: 1,412 shares; 2025Q3: 1,700 shares; 2025Q4: 2,111 shares 2,111 $327K 0.04% +411 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: 3,268 shares; 2025Q1: 3,082 shares; 2025Q2: 3,086 shares; 2025Q3: 3,484 shares; 2025Q4: 3,461 shares 3,461 $323K 0.04% -23 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: 424 shares; 2024Q4: 424 shares; 2025Q1: 424 shares; 2025Q2: 424 shares; 2025Q3: 424 shares; 2025Q4: 424 shares 424 $320K 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: 1,636 shares; 2025Q2: 1,785 shares; 2025Q3: 2,191 shares; 2025Q4: 2,179 shares 2,179 $319K 0.04% -12 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: not reported; 2024Q4: 2,531 shares; 2025Q1: 2,378 shares; 2025Q2: 2,405 shares; 2025Q3: 1,915 shares; 2025Q4: 1,977 shares 1,977 $318K 0.04% +62 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE 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: 797 shares; 2025Q3: not reported; 2025Q4: 1,105 shares 1,105 $317K 0.04% new 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: 1,920 shares; 2024Q4: 2,196 shares; 2025Q1: 2,027 shares; 2025Q2: 2,119 shares; 2025Q3: 2,223 shares; 2025Q4: 1,936 shares 1,936 $314K 0.04% -287 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: 3,170 shares; 2024Q4: 4,393 shares; 2025Q1: 4,399 shares; 2025Q2: 4,336 shares; 2025Q3: 4,343 shares; 2025Q4: 4,350 shares 4,350 $311K 0.04% +7 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: 634 shares; 2024Q4: 702 shares; 2025Q1: 723 shares; 2025Q2: 854 shares; 2025Q3: 1,012 shares; 2025Q4: 791 shares 791 $308K 0.04% -221 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: 3,987 shares; 2024Q4: 4,193 shares; 2025Q1: 3,782 shares; 2025Q2: 3,202 shares; 2025Q3: 4,105 shares; 2025Q4: 3,495 shares 3,495 $305K 0.04% -610 Timeline TS TENARIS S A More: the full row for TENARIS S A 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: 7,692 shares; 2025Q4: 7,924 shares 7,924 $305K 0.04% +232 Timeline KT KT CORP More: the full row for KT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,519 shares; 2024Q4: 21,528 shares; 2025Q1: 18,009 shares; 2025Q2: 17,725 shares; 2025Q3: 16,043 shares; 2025Q4: 15,987 shares 15,987 $303K 0.04% -56 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 750 shares; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 750 shares 750 $302K 0.04% 0 Timeline CVMC MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,747 shares; 2025Q4: 4,678 shares 4,678 $300K 0.04% -69 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,862 shares; 2025Q2: 8,278 shares; 2025Q3: 8,278 shares; 2025Q4: 7,780 shares 7,780 $298K 0.04% -498 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: not reported; 2024Q4: not reported; 2025Q1: 6,267 shares; 2025Q2: 6,278 shares; 2025Q3: 5,407 shares; 2025Q4: 5,418 shares 5,418 $297K 0.04% +11 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: 4,529 shares 4,529 $296K 0.04% new 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: 3,399 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,313 shares; 2025Q4: 5,208 shares 5,208 $294K 0.04% -105 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,651 shares; 2025Q1: 2,490 shares; 2025Q2: 2,665 shares; 2025Q3: 2,206 shares; 2025Q4: 2,056 shares 2,056 $293K 0.04% -150 Timeline ESGG FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,407 shares; 2024Q4: 1,407 shares; 2025Q1: 1,407 shares; 2025Q2: 1,407 shares; 2025Q3: 1,407 shares; 2025Q4: 1,407 shares 1,407 $289K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: 3,193 shares; 2025Q2: 3,210 shares; 2025Q3: 1,290 shares; 2025Q4: 1,266 shares 1,266 $288K 0.03% -24 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: 7,731 shares; 2024Q4: 8,195 shares; 2025Q1: 7,546 shares; 2025Q2: 7,227 shares; 2025Q3: 8,103 shares; 2025Q4: 7,866 shares 7,866 $287K 0.03% -237 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,376 shares; 2024Q4: 5,376 shares; 2025Q1: 5,376 shares; 2025Q2: 5,376 shares; 2025Q3: 5,376 shares; 2025Q4: 5,376 shares 5,376 $287K 0.03% 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: 1,118 shares; 2024Q4: 1,261 shares; 2025Q1: 1,277 shares; 2025Q2: 1,356 shares; 2025Q3: 1,268 shares; 2025Q4: 1,178 shares 1,178 $286K 0.03% -90 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: 3,945 shares; 2024Q4: 5,145 shares; 2025Q1: 4,953 shares; 2025Q2: 4,911 shares; 2025Q3: 4,943 shares; 2025Q4: 4,924 shares 4,924 $284K 0.03% -19 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,645 shares; 2024Q4: 18,815 shares; 2025Q1: 19,652 shares; 2025Q2: 17,843 shares; 2025Q3: 15,344 shares; 2025Q4: 14,528 shares 14,528 $281K 0.03% -816 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 734 shares; 2024Q4: 811 shares; 2025Q1: 822 shares; 2025Q2: 812 shares; 2025Q3: 779 shares; 2025Q4: 729 shares 729 $279K 0.03% -50 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: 1,627 shares; 2024Q4: 1,634 shares; 2025Q1: 1,686 shares; 2025Q2: 1,406 shares; 2025Q3: 1,531 shares; 2025Q4: 1,246 shares 1,246 $278K 0.03% -285 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,565 shares; 2024Q4: not reported; 2025Q1: 9,636 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,805 shares 9,805 $277K 0.03% new 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: not reported; 2024Q4: 5,707 shares; 2025Q1: not reported; 2025Q2: 4,804 shares; 2025Q3: 5,018 shares; 2025Q4: 5,004 shares 5,004 $275K 0.03% -14 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: not reported; 2024Q4: 607 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 544 shares; 2025Q4: 539 shares 539 $275K 0.03% -5 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,113 shares; 2025Q2: 7,735 shares; 2025Q3: 8,076 shares; 2025Q4: 5,667 shares 5,667 $275K 0.03% -2,409 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: 5,539 shares; 2024Q4: 11,639 shares; 2025Q1: 11,266 shares; 2025Q2: 9,874 shares; 2025Q3: 10,077 shares; 2025Q4: 9,635 shares 9,635 $274K 0.03% -442 Timeline ACWV 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: 2,302 shares; 2024Q4: 2,302 shares; 2025Q1: 2,302 shares; 2025Q2: 2,302 shares; 2025Q3: 2,302 shares; 2025Q4: 2,302 shares 2,302 $273K 0.03% 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: 2,410 shares; 2024Q4: 2,411 shares; 2025Q1: 2,315 shares; 2025Q2: 2,495 shares; 2025Q3: 2,345 shares; 2025Q4: 2,389 shares 2,389 $270K 0.03% +44 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: 7,003 shares; 2024Q4: 6,731 shares; 2025Q1: 6,504 shares; 2025Q2: 3,328 shares; 2025Q3: 3,327 shares; 2025Q4: 3,313 shares 3,313 $266K 0.03% -14 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: 543 shares; 2024Q4: 562 shares; 2025Q1: 537 shares; 2025Q2: 525 shares; 2025Q3: 335 shares; 2025Q4: 328 shares 328 $265K 0.03% -7 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M 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: 4,248 shares; 2025Q4: 2,702 shares 2,702 $264K 0.03% -1,546 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: 1,810 shares; 2024Q4: 1,232 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,819 shares; 2025Q4: 1,336 shares 1,336 $259K 0.03% -483 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,995 shares; 2024Q4: 3,053 shares; 2025Q1: 3,019 shares; 2025Q2: 2,942 shares; 2025Q3: not reported; 2025Q4: 2,488 shares 2,488 $259K 0.03% 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: 1,313 shares; 2024Q4: 1,195 shares; 2025Q1: 1,480 shares; 2025Q2: 1,319 shares; 2025Q3: 641 shares; 2025Q4: 720 shares 720 $252K 0.03% +79 Timeline SNA SNAP ON INC More: the full row for SNAP ON 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: 683 shares; 2025Q4: 725 shares 725 $250K 0.03% +42 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: 1,511 shares; 2024Q4: 1,956 shares; 2025Q1: 2,163 shares; 2025Q2: 2,195 shares; 2025Q3: 2,419 shares; 2025Q4: 2,224 shares 2,224 $249K 0.03% -195 Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,489 shares; 2024Q4: 8,489 shares; 2025Q1: 8,603 shares; 2025Q2: 8,566 shares; 2025Q3: 8,567 shares; 2025Q4: 8,568 shares 8,568 $239K 0.03% +1 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,045 shares; 2024Q4: 1,044 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,097 shares; 2025Q4: 1,099 shares 1,099 $239K 0.03% +2 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,825 shares; 2024Q4: 1,953 shares; 2025Q1: 1,444 shares; 2025Q2: 1,393 shares; 2025Q3: 1,971 shares; 2025Q4: 1,364 shares 1,364 $238K 0.03% -607 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,104 shares; 2025Q3: 3,159 shares; 2025Q4: 3,199 shares 3,199 $235K 0.03% +40 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: not reported; 2024Q4: 2,631 shares; 2025Q1: 2,895 shares; 2025Q2: 2,641 shares; 2025Q3: 2,558 shares; 2025Q4: 2,975 shares 2,975 $235K 0.03% +417 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,426 shares 3,426 $233K 0.03% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,343 shares 3,343 $233K 0.03% new Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,381 shares; 2024Q4: 1,357 shares; 2025Q1: 1,341 shares; 2025Q2: 1,306 shares; 2025Q3: 1,242 shares; 2025Q4: 1,255 shares 1,255 $233K 0.03% +13 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: not reported; 2024Q4: not reported; 2025Q1: 2,840 shares; 2025Q2: 5,628 shares; 2025Q3: 8,042 shares; 2025Q4: 5,797 shares 5,797 $233K 0.03% -2,245 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,424 shares; 2024Q4: 1,487 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 796 shares; 2025Q4: 814 shares 814 $232K 0.03% +18 Timeline VTHR 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: not reported; 2024Q4: 771 shares; 2025Q1: not reported; 2025Q2: 771 shares; 2025Q3: 771 shares; 2025Q4: 771 shares 771 $231K 0.03% 0 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: 3,042 shares; 2024Q4: 3,039 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,321 shares; 2025Q4: 2,215 shares 2,215 $230K 0.03% -1,106 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,416 shares; 2024Q4: 1,147 shares; 2025Q1: 1,540 shares; 2025Q2: 1,981 shares; 2025Q3: not reported; 2025Q4: 1,019 shares 1,019 $230K 0.03% new Timeline VTWO 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: not reported; 2024Q4: 2,301 shares; 2025Q1: not reported; 2025Q2: 2,302 shares; 2025Q3: 2,303 shares; 2025Q4: 2,304 shares 2,304 $229K 0.03% +1 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,440 shares; 2025Q4: 1,407 shares 1,407 $228K 0.03% -33 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: 668 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 666 shares; 2025Q4: 667 shares 667 $225K 0.03% +1 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,030 shares; 2024Q4: 1,076 shares; 2025Q1: 1,077 shares; 2025Q2: 1,293 shares; 2025Q3: 1,255 shares; 2025Q4: 993 shares 993 $222K 0.03% -262 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,357 shares; 2024Q4: 1,320 shares; 2025Q1: 1,369 shares; 2025Q2: 1,340 shares; 2025Q3: 1,376 shares; 2025Q4: 1,264 shares 1,264 $222K 0.03% -112 Timeline COR CENCORA INC More: the full row for CENCORA 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: 656 shares; 2025Q4: 656 shares 656 $222K 0.03% 0 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,796 shares 1,796 $221K 0.03% new Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,774 shares; 2025Q4: 5,774 shares 5,774 $220K 0.03% 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: 1,500 shares; 2024Q4: 1,563 shares; 2025Q1: 1,818 shares; 2025Q2: 1,868 shares; 2025Q3: 1,686 shares; 2025Q4: 1,589 shares 1,589 $219K 0.03% -97 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: 2,606 shares; 2024Q4: not reported; 2025Q1: 9,423 shares; 2025Q2: 7,914 shares; 2025Q3: 8,064 shares; 2025Q4: 7,978 shares 7,978 $219K 0.03% -86 Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,173 shares 1,173 $219K 0.03% new 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: 5,280 shares; 2024Q4: 5,595 shares; 2025Q1: 8,122 shares; 2025Q2: 7,347 shares; 2025Q3: 5,086 shares; 2025Q4: 4,122 shares 4,122 $218K 0.03% -964 Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,090 shares; 2024Q4: 18,626 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,458 shares; 2025Q4: 13,878 shares 13,878 $216K 0.03% -5,580 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: 8,452 shares; 2024Q4: 7,197 shares; 2025Q1: 9,109 shares; 2025Q2: 9,604 shares; 2025Q3: 12,979 shares; 2025Q4: 7,720 shares 7,720 $216K 0.03% -5,259 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 316 shares; 2025Q3: 540 shares; 2025Q4: 372 shares 372 $216K 0.03% -168 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,537 shares; 2025Q4: 1,651 shares 1,651 $216K 0.03% +114 Timeline CHT CHUNGHWA TELECOM CO LTD More: the full row for CHUNGHWA TELECOM CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,237 shares; 2024Q4: 6,857 shares; 2025Q1: 5,174 shares; 2025Q2: 4,777 shares; 2025Q3: not reported; 2025Q4: 5,142 shares 5,142 $214K 0.03% new Timeline NDAQ NASDAQ INC More: the full row for NASDAQ 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: 2,336 shares; 2025Q4: 2,198 shares 2,198 $213K 0.03% -138 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,399 shares 2,399 $212K 0.03% new Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,006 shares; 2024Q4: 4,415 shares; 2025Q1: 4,212 shares; 2025Q2: 4,102 shares; 2025Q3: not reported; 2025Q4: 2,546 shares 2,546 $211K 0.03% new Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 664 shares; 2025Q3: 699 shares; 2025Q4: 659 shares 659 $210K 0.03% -40 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,805 shares 4,805 $209K 0.03% new Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 646 shares; 2024Q4: 660 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 884 shares; 2025Q4: 822 shares 822 $207K 0.02% -62 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: 4,730 shares; 2024Q4: 4,142 shares; 2025Q1: 2,713 shares; 2025Q2: 2,637 shares; 2025Q3: 2,225 shares; 2025Q4: 2,158 shares 2,158 $207K 0.02% -67 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,716 shares 5,716 $207K 0.02% new 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: 1,808 shares; 2024Q4: 1,214 shares; 2025Q1: 1,788 shares; 2025Q2: 1,550 shares; 2025Q3: 1,077 shares; 2025Q4: 1,132 shares 1,132 $206K 0.02% +55 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,431 shares 1,431 $206K 0.02% new Timeline GGB GERDAU SA More: the full row for GERDAU SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,254 shares; 2024Q4: 49,044 shares; 2025Q1: 69,395 shares; 2025Q2: 72,591 shares; 2025Q3: 51,269 shares; 2025Q4: 53,697 shares 53,697 $198K 0.02% +2,428 Timeline LPL LG DISPLAY CO LTD More: the full row for LG DISPLAY CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,399 shares; 2025Q2: 17,697 shares; 2025Q3: 45,120 shares; 2025Q4: 46,411 shares 46,411 $195K 0.02% +1,291 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,156 shares; 2024Q4: 19,986 shares; 2025Q1: 25,319 shares; 2025Q2: 24,317 shares; 2025Q3: 11,125 shares; 2025Q4: 12,197 shares 12,197 $143K 0.02% +1,072 Timeline TDSB 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 139,000 shares 139,000 $139K 0.02% new Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,988 shares; 2024Q4: 16,097 shares; 2025Q1: 19,399 shares; 2025Q2: 19,884 shares; 2025Q3: 17,189 shares; 2025Q4: 21,152 shares 21,152 $137K 0.02% +3,963 Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,562 shares; 2024Q4: 16,088 shares; 2025Q1: not reported; 2025Q2: 14,598 shares; 2025Q3: 47,514 shares; 2025Q4: 36,248 shares 36,248 $89.5K 0.01% -11,266 Timeline GRAB GRAB HOLDINGS LIMITED More: the full row for GRAB HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,063 shares; 2025Q4: 16,373 shares 16,373 $81.7K 0.01% +6,310 Timeline TELFY TELEFONICA SA-SPON ADR More: the full row for TELEFONICA SA-SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,150 shares; 2024Q4: 34,011 shares; 2025Q1: 18,204 shares; 2025Q2: 15,498 shares; 2025Q3: 14,521 shares; 2025Q4: 16,701 shares 16,701 $67.6K 0.01% +2,180 Timeline CIG CIA ENERGETICA DE MINAS GERA More: the full row for CIA ENERGETICA DE MINAS GERA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,067 shares; 2025Q2: 11,686 shares; 2025Q3: not reported; 2025Q4: 16,506 shares 16,506 $33K <0.01% new Timeline