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: 48,659 shares; 2024Q4: 56,037 shares; 2025Q1: 54,967 shares; 2025Q2: 53,717 shares; 2025Q3: 53,463 shares; 2025Q4: 53,834 shares 53,834 $14.6M 4.77% +371 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: 45,140 shares; 2024Q4: 44,853 shares; 2025Q1: 43,316 shares; 2025Q2: 41,488 shares; 2025Q3: 41,008 shares; 2025Q4: 40,760 shares 40,760 $13.7M 4.45% -248 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: 18,732 shares; 2024Q4: 18,732 shares; 2025Q1: 17,858 shares; 2025Q2: 17,797 shares; 2025Q3: 17,781 shares; 2025Q4: 17,781 shares 17,781 $12.1M 3.95% 0 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: 22,987 shares; 2024Q4: 26,260 shares; 2025Q1: 25,810 shares; 2025Q2: 25,100 shares; 2025Q3: 24,867 shares; 2025Q4: 25,068 shares 25,068 $12.1M 3.95% +201 Timeline DFAU 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: 159,809 shares; 2024Q4: 169,010 shares; 2025Q1: 189,354 shares; 2025Q2: 209,405 shares; 2025Q3: 227,726 shares; 2025Q4: 250,139 shares 250,139 $11.7M 3.81% +22,413 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: 39,877 shares; 2024Q4: 38,451 shares; 2025Q1: 36,968 shares; 2025Q2: 36,205 shares; 2025Q3: 36,860 shares; 2025Q4: 35,407 shares 35,407 $11.1M 3.61% -1,453 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: 134,844 shares; 2024Q4: 132,358 shares; 2025Q1: 122,197 shares; 2025Q2: 121,675 shares; 2025Q3: 120,091 shares; 2025Q4: 119,761 shares 119,761 $10.7M 3.49% -330 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: 49,294 shares; 2024Q4: 49,792 shares; 2025Q1: 50,882 shares; 2025Q2: 48,339 shares; 2025Q3: 58,143 shares; 2025Q4: 55,999 shares 55,999 $10.4M 3.4% -2,144 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: 15,806 shares; 2024Q4: 18,552 shares; 2025Q1: 17,527 shares; 2025Q2: 17,127 shares; 2025Q3: 17,092 shares; 2025Q4: 16,507 shares 16,507 $9.96M 3.24% -585 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: 32,669 shares; 2024Q4: 40,972 shares; 2025Q1: 39,898 shares; 2025Q2: 35,896 shares; 2025Q3: 37,121 shares; 2025Q4: 37,579 shares 37,579 $8.67M 2.83% +458 Timeline DFAX 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: 161,406 shares; 2024Q4: 166,046 shares; 2025Q1: 176,633 shares; 2025Q2: 176,477 shares; 2025Q3: 182,331 shares; 2025Q4: 187,611 shares 187,611 $6.14M 2% +5,280 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: 8,536 shares; 2024Q4: 8,453 shares; 2025Q1: 8,365 shares; 2025Q2: 8,198 shares; 2025Q3: 8,346 shares; 2025Q4: 8,326 shares 8,326 $5.5M 1.79% -20 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,897 shares; 2024Q4: 74,952 shares; 2025Q1: 61,753 shares; 2025Q2: 58,600 shares; 2025Q3: 56,297 shares; 2025Q4: 56,176 shares 56,176 $5.41M 1.76% -121 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: 92,426 shares; 2024Q4: 87,261 shares; 2025Q1: 73,540 shares; 2025Q2: 73,037 shares; 2025Q3: 71,547 shares; 2025Q4: 71,727 shares 71,727 $4.82M 1.57% +180 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: 11,951 shares; 2024Q4: 14,911 shares; 2025Q1: 14,613 shares; 2025Q2: 14,738 shares; 2025Q3: 14,894 shares; 2025Q4: 14,686 shares 14,686 $4.73M 1.54% -208 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 6 shares 6 $4.53M 1.48% 0 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: 35,410 shares; 2024Q4: 35,410 shares; 2025Q1: 34,421 shares; 2025Q2: 34,057 shares; 2025Q3: 33,867 shares; 2025Q4: 33,667 shares 33,667 $4.05M 1.32% -200 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: 5,200 shares; 2024Q4: 11,428 shares; 2025Q1: 11,828 shares; 2025Q2: 11,128 shares; 2025Q3: 11,446 shares; 2025Q4: 12,478 shares 12,478 $3.92M 1.28% +1,032 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: 6,548 shares; 2024Q4: 6,494 shares; 2025Q1: 6,830 shares; 2025Q2: 7,340 shares; 2025Q3: 9,554 shares; 2025Q4: 10,981 shares 10,981 $3.8M 1.24% +1,427 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: 31,833 shares; 2024Q4: 33,336 shares; 2025Q1: 32,373 shares; 2025Q2: 32,526 shares; 2025Q3: 32,924 shares; 2025Q4: 31,860 shares 31,860 $3.55M 1.16% -1,064 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: 10,306 shares; 2024Q4: 10,400 shares; 2025Q1: 10,212 shares; 2025Q2: 10,576 shares; 2025Q3: 10,554 shares; 2025Q4: 10,390 shares 10,390 $3.16M 1.03% -164 Timeline DFCF 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: 38,474 shares; 2024Q4: 81,301 shares; 2025Q1: 75,776 shares; 2025Q2: 67,986 shares; 2025Q3: 68,932 shares; 2025Q4: 69,206 shares 69,206 $2.95M 0.96% +274 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: 5,566 shares; 2024Q4: 9,229 shares; 2025Q1: 8,810 shares; 2025Q2: 7,795 shares; 2025Q3: 8,021 shares; 2025Q4: 8,187 shares 8,187 $2.87M 0.94% +166 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: 4,386 shares; 2024Q4: 4,566 shares; 2025Q1: 4,607 shares; 2025Q2: 4,765 shares; 2025Q3: 4,982 shares; 2025Q4: 4,917 shares 4,917 $2.81M 0.91% -65 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: 13,774 shares; 2024Q4: 14,569 shares; 2025Q1: 14,052 shares; 2025Q2: 13,716 shares; 2025Q3: 13,619 shares; 2025Q4: 13,489 shares 13,489 $2.79M 0.91% -130 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,811 shares; 2024Q4: 103,113 shares; 2025Q1: 83,699 shares; 2025Q2: 43,678 shares; 2025Q3: 43,049 shares; 2025Q4: 42,985 shares 42,985 $2.69M 0.87% -64 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: 3,666 shares; 2024Q4: 3,807 shares; 2025Q1: 3,570 shares; 2025Q2: 3,815 shares; 2025Q3: 5,362 shares; 2025Q4: 5,441 shares 5,441 $2.45M 0.8% +79 Timeline SCZ 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: 32,183 shares; 2024Q4: 31,418 shares; 2025Q1: 31,418 shares; 2025Q2: 31,418 shares; 2025Q3: 30,908 shares; 2025Q4: 30,908 shares 30,908 $2.4M 0.78% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,477 shares; 2024Q4: 5,056 shares; 2025Q1: 5,673 shares; 2025Q2: 6,199 shares; 2025Q3: 6,150 shares; 2025Q4: 6,211 shares 6,211 $2.3M 0.75% +61 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: 1,910 shares; 2024Q4: 2,242 shares; 2025Q1: 2,199 shares; 2025Q2: 2,396 shares; 2025Q3: 2,412 shares; 2025Q4: 2,495 shares 2,495 $2.15M 0.7% +83 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: 7,077 shares; 2024Q4: 8,385 shares; 2025Q1: 8,393 shares; 2025Q2: 8,377 shares; 2025Q3: 8,363 shares; 2025Q4: 8,339 shares 8,339 $2.15M 0.7% -24 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: 2,346 shares; 2024Q4: 2,472 shares; 2025Q1: 2,439 shares; 2025Q2: 3,366 shares; 2025Q3: 3,856 shares; 2025Q4: 4,030 shares 4,030 $2.03M 0.66% +174 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: 2,485 shares; 2024Q4: 4,581 shares; 2025Q1: 4,588 shares; 2025Q2: 3,893 shares; 2025Q3: 3,527 shares; 2025Q4: 3,534 shares 3,534 $2.02M 0.66% +7 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,087 shares; 2024Q4: 1,091 shares; 2025Q1: 1,128 shares; 2025Q2: 1,556 shares; 2025Q3: 1,752 shares; 2025Q4: 1,808 shares 1,808 $1.94M 0.63% +56 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,374 shares; 2024Q4: 33,239 shares; 2025Q1: 34,718 shares; 2025Q2: 34,224 shares; 2025Q3: 35,141 shares; 2025Q4: 35,227 shares 35,227 $1.94M 0.63% +86 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: 8,085 shares; 2024Q4: 13,867 shares; 2025Q1: 13,842 shares; 2025Q2: 13,375 shares; 2025Q3: 13,779 shares; 2025Q4: 13,809 shares 13,809 $1.73M 0.56% +30 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: 2,167 shares; 2024Q4: 2,075 shares; 2025Q1: 2,070 shares; 2025Q2: 2,100 shares; 2025Q3: 2,340 shares; 2025Q4: 11,205 shares 11,205 $1.72M 0.56% +8,865 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: 6,283 shares; 2024Q4: 6,381 shares; 2025Q1: 6,371 shares; 2025Q2: 6,332 shares; 2025Q3: 6,327 shares; 2025Q4: 6,343 shares 6,343 $1.68M 0.55% +16 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: 9,604 shares; 2024Q4: 16,219 shares; 2025Q1: 16,996 shares; 2025Q2: 17,292 shares; 2025Q3: 15,849 shares; 2025Q4: 15,839 shares 15,839 $1.58M 0.52% -10 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,490 shares; 2024Q4: 2,431 shares; 2025Q1: 2,253 shares; 2025Q2: 2,253 shares; 2025Q3: 2,253 shares; 2025Q4: 2,282 shares 2,282 $1.56M 0.51% +29 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: 7,187 shares; 2024Q4: 10,212 shares; 2025Q1: 10,196 shares; 2025Q2: 7,209 shares; 2025Q3: 7,132 shares; 2025Q4: 7,266 shares 7,266 $1.52M 0.49% +134 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,192 shares; 2025Q1: 1,292 shares; 2025Q2: 1,329 shares; 2025Q3: 1,343 shares; 2025Q4: 1,400 shares 1,400 $1.5M 0.49% +57 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: 2,567 shares; 2024Q4: 4,229 shares; 2025Q1: 4,279 shares; 2025Q2: 4,266 shares; 2025Q3: 4,383 shares; 2025Q4: 4,566 shares 4,566 $1.49M 0.49% +183 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,783 shares; 2024Q4: 10,815 shares; 2025Q1: 11,514 shares; 2025Q2: 12,170 shares; 2025Q3: 12,036 shares; 2025Q4: 12,036 shares 12,036 $1.48M 0.48% 0 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,003 shares; 2024Q4: 11,458 shares; 2025Q1: 11,862 shares; 2025Q2: 12,494 shares; 2025Q3: 12,981 shares; 2025Q4: 13,690 shares 13,690 $1.44M 0.47% +709 Timeline IXUS 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: 16,185 shares; 2024Q4: 16,185 shares; 2025Q1: 16,185 shares; 2025Q2: 16,185 shares; 2025Q3: 16,185 shares; 2025Q4: 16,185 shares 16,185 $1.37M 0.45% 0 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,468 shares; 2024Q4: 9,530 shares; 2025Q1: 9,450 shares; 2025Q2: 9,638 shares; 2025Q3: 9,829 shares; 2025Q4: 9,965 shares 9,965 $1.35M 0.44% +136 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: 2,952 shares; 2024Q4: 5,095 shares; 2025Q1: 5,082 shares; 2025Q2: 4,515 shares; 2025Q3: 4,555 shares; 2025Q4: 4,932 shares 4,932 $1.32M 0.43% +377 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: 9,262 shares; 2024Q4: 15,171 shares; 2025Q1: 15,309 shares; 2025Q2: 15,443 shares; 2025Q3: 15,830 shares; 2025Q4: 16,905 shares 16,905 $1.3M 0.42% +1,075 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: 4,450 shares; 2024Q4: 5,244 shares; 2025Q1: 5,036 shares; 2025Q2: 3,469 shares; 2025Q3: 3,754 shares; 2025Q4: 3,791 shares 3,791 $1.25M 0.41% +37 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: 4,356 shares; 2024Q4: 5,832 shares; 2025Q1: 5,679 shares; 2025Q2: 5,260 shares; 2025Q3: 5,380 shares; 2025Q4: 5,380 shares 5,380 $1.23M 0.4% 0 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,634 shares; 2024Q4: 56,431 shares; 2025Q1: 51,660 shares; 2025Q2: 31,835 shares; 2025Q3: 25,031 shares; 2025Q4: 23,893 shares 23,893 $1.2M 0.39% -1,138 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: 191 shares; 2024Q4: 192 shares; 2025Q1: 192 shares; 2025Q2: 194 shares; 2025Q3: 204 shares; 2025Q4: 212 shares 212 $1.14M 0.37% +8 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,296 shares; 2024Q4: 5,296 shares; 2025Q1: 5,296 shares; 2025Q2: 5,296 shares; 2025Q3: 5,296 shares; 2025Q4: 5,296 shares 5,296 $1.12M 0.37% 0 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: 2,461 shares; 2024Q4: 2,405 shares; 2025Q1: 2,847 shares; 2025Q2: 2,988 shares; 2025Q3: 3,433 shares; 2025Q4: 3,455 shares 3,455 $1.1M 0.36% +22 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: 969 shares; 2024Q4: 971 shares; 2025Q1: 995 shares; 2025Q2: 972 shares; 2025Q3: 1,164 shares; 2025Q4: 11,478 shares 11,478 $1.08M 0.35% +10,314 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,936 shares; 2024Q4: 12,933 shares; 2025Q1: 12,647 shares; 2025Q2: 12,527 shares; 2025Q3: 12,429 shares; 2025Q4: 12,714 shares 12,714 $1.07M 0.35% +285 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,739 shares; 2024Q4: 6,738 shares; 2025Q1: 6,748 shares; 2025Q2: 6,654 shares; 2025Q3: 6,633 shares; 2025Q4: 6,551 shares 6,551 $1.07M 0.35% -82 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: 6,368 shares; 2024Q4: 6,946 shares; 2025Q1: 6,950 shares; 2025Q2: 6,728 shares; 2025Q3: 6,963 shares; 2025Q4: 6,898 shares 6,898 $1.05M 0.34% -65 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: 3,407 shares; 2024Q4: 3,653 shares; 2025Q1: 3,629 shares; 2025Q2: 3,483 shares; 2025Q3: 3,568 shares; 2025Q4: 3,203 shares 3,203 $979K 0.32% -365 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: 5,662 shares; 2024Q4: 11,510 shares; 2025Q1: 10,691 shares; 2025Q2: 11,976 shares; 2025Q3: 11,908 shares; 2025Q4: 12,182 shares 12,182 $978K 0.32% +274 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: 5,394 shares; 2024Q4: 5,409 shares; 2025Q1: 5,426 shares; 2025Q2: 5,224 shares; 2025Q3: 5,316 shares; 2025Q4: 5,448 shares 5,448 $967K 0.32% +132 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,335 shares; 2024Q4: 13,924 shares; 2025Q1: 16,800 shares; 2025Q2: 18,284 shares; 2025Q3: 18,273 shares; 2025Q4: 17,915 shares 17,915 $964K 0.31% -358 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: 580 shares; 2024Q4: 638 shares; 2025Q1: 900 shares; 2025Q2: 841 shares; 2025Q3: 879 shares; 2025Q4: 894 shares 894 $956K 0.31% +15 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: 1,918 shares; 2024Q4: 2,384 shares; 2025Q1: 2,469 shares; 2025Q2: 2,773 shares; 2025Q3: 3,095 shares; 2025Q4: 3,095 shares 3,095 $953K 0.31% 0 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,378 shares; 2024Q4: 6,157 shares; 2025Q1: 6,213 shares; 2025Q2: 6,175 shares; 2025Q3: 6,294 shares; 2025Q4: 6,563 shares 6,563 $941K 0.31% +269 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: 2,478 shares; 2024Q4: 4,818 shares; 2025Q1: 4,848 shares; 2025Q2: 2,815 shares; 2025Q3: 2,777 shares; 2025Q4: 2,952 shares 2,952 $921K 0.3% +175 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: 6,462 shares; 2024Q4: 6,816 shares; 2025Q1: 6,702 shares; 2025Q2: 6,271 shares; 2025Q3: 6,286 shares; 2025Q4: 6,358 shares 6,358 $912K 0.3% +72 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 723 shares; 2024Q4: 736 shares; 2025Q1: 674 shares; 2025Q2: 675 shares; 2025Q3: 678 shares; 2025Q4: 666 shares 666 $886K 0.29% -12 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: 34,588 shares; 2024Q4: 29,786 shares; 2025Q1: 34,594 shares; 2025Q2: 36,618 shares; 2025Q3: 32,725 shares; 2025Q4: 34,909 shares 34,909 $869K 0.28% +2,184 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: 3,335 shares; 2024Q4: 4,843 shares; 2025Q1: 4,917 shares; 2025Q2: 4,912 shares; 2025Q3: 4,865 shares; 2025Q4: 4,440 shares 4,440 $865K 0.28% -425 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: 928 shares; 2024Q4: 941 shares; 2025Q1: 947 shares; 2025Q2: 953 shares; 2025Q3: 874 shares; 2025Q4: 977 shares 977 $859K 0.28% +103 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: 5,501 shares; 2024Q4: 4,924 shares; 2025Q1: 3,544 shares; 2025Q2: 3,466 shares; 2025Q3: 3,356 shares; 2025Q4: 3,356 shares 3,356 $826K 0.27% 0 Timeline TCEHY TENCENT HOLDINGS LTD-UNS ADR More: the full row for TENCENT HOLDINGS LTD-UNS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,568 shares; 2024Q4: 9,714 shares; 2025Q1: 9,610 shares; 2025Q2: 9,827 shares; 2025Q3: 10,295 shares; 2025Q4: 10,761 shares 10,761 $824K 0.27% +466 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: 803 shares; 2024Q4: 814 shares; 2025Q1: 821 shares; 2025Q2: 1,222 shares; 2025Q3: 1,221 shares; 2025Q4: 1,443 shares 1,443 $817K 0.27% +222 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: 2,707 shares; 2024Q4: 2,822 shares; 2025Q1: 2,786 shares; 2025Q2: 2,865 shares; 2025Q3: 3,015 shares; 2025Q4: 3,259 shares 3,259 $786K 0.26% +244 Timeline ACWX 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: 12,119 shares; 2024Q4: 12,119 shares; 2025Q1: 12,119 shares; 2025Q2: 11,437 shares; 2025Q3: 11,437 shares; 2025Q4: 11,437 shares 11,437 $768K 0.25% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,383 shares; 2024Q4: 2,481 shares; 2025Q1: 2,458 shares; 2025Q2: 2,737 shares; 2025Q3: 2,697 shares; 2025Q4: 2,890 shares 2,890 $759K 0.25% +193 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,073 shares; 2025Q1: 1,095 shares; 2025Q2: 1,076 shares; 2025Q3: 1,147 shares; 2025Q4: 1,095 shares 1,095 $738K 0.24% -52 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: 3,820 shares; 2024Q4: 3,775 shares; 2025Q1: 3,709 shares; 2025Q2: 3,890 shares; 2025Q3: 4,102 shares; 2025Q4: 4,308 shares 4,308 $737K 0.24% +206 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: 6,958 shares; 2024Q4: 7,326 shares; 2025Q1: 7,403 shares; 2025Q2: 7,338 shares; 2025Q3: 8,369 shares; 2025Q4: 8,838 shares 8,838 $722K 0.24% +469 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: 13,386 shares; 2024Q4: 13,386 shares; 2025Q1: 13,340 shares; 2025Q2: 13,058 shares; 2025Q3: 13,058 shares; 2025Q4: 13,058 shares 13,058 $714K 0.23% 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: 5,470 shares; 2024Q4: 5,247 shares; 2025Q1: 5,296 shares; 2025Q2: 5,104 shares; 2025Q3: 5,670 shares; 2025Q4: 5,889 shares 5,889 $709K 0.23% +219 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: 2,651 shares; 2024Q4: 2,640 shares; 2025Q1: 2,633 shares; 2025Q2: 2,714 shares; 2025Q3: 2,563 shares; 2025Q4: 2,756 shares 2,756 $708K 0.23% +193 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: 2,187 shares; 2024Q4: 2,175 shares; 2025Q1: 2,277 shares; 2025Q2: 2,250 shares; 2025Q3: 2,559 shares; 2025Q4: 3,746 shares 3,746 $687K 0.22% +1,187 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: 1,693 shares; 2024Q4: 2,049 shares; 2025Q1: 2,054 shares; 2025Q2: 1,835 shares; 2025Q3: 1,739 shares; 2025Q4: 1,465 shares 1,465 $682K 0.22% -274 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE 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: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 1,210 shares; 2025Q4: 1,207 shares 1,207 $678K 0.22% -3 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: 351 shares; 2024Q4: 1,558 shares; 2025Q1: 1,593 shares; 2025Q2: 1,576 shares; 2025Q3: 1,336 shares; 2025Q4: 1,351 shares 1,351 $653K 0.21% +15 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,500 shares; 2024Q4: 8,174 shares; 2025Q1: 6,816 shares; 2025Q2: 7,065 shares; 2025Q3: 7,010 shares; 2025Q4: 6,829 shares 6,829 $639K 0.21% -181 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: 922 shares; 2024Q4: 1,080 shares; 2025Q1: 1,437 shares; 2025Q2: 1,811 shares; 2025Q3: 1,637 shares; 2025Q4: 1,816 shares 1,816 $638K 0.21% +179 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: 3,058 shares; 2024Q4: 3,063 shares; 2025Q1: 2,847 shares; 2025Q2: 2,917 shares; 2025Q3: 2,571 shares; 2025Q4: 2,591 shares 2,591 $638K 0.21% +20 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: 6,507 shares; 2024Q4: 6,531 shares; 2025Q1: 6,619 shares; 2025Q2: 6,757 shares; 2025Q3: 6,654 shares; 2025Q4: 6,780 shares 6,780 $632K 0.21% +126 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: 2,307 shares; 2024Q4: 2,346 shares; 2025Q1: 2,445 shares; 2025Q2: 1,968 shares; 2025Q3: 2,035 shares; 2025Q4: 1,834 shares 1,834 $631K 0.21% -201 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: not reported; 2024Q4: not reported; 2025Q1: 1,602 shares; 2025Q2: 2,250 shares; 2025Q3: 2,542 shares; 2025Q4: 3,316 shares 3,316 $624K 0.2% +774 Timeline SHY 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: 2,594 shares; 2025Q1: 8,403 shares; 2025Q2: 8,027 shares; 2025Q3: 6,448 shares; 2025Q4: 7,466 shares 7,466 $618K 0.2% +1,018 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,411 shares; 2024Q4: 6,186 shares; 2025Q1: 5,585 shares; 2025Q2: 5,137 shares; 2025Q3: 4,967 shares; 2025Q4: 6,318 shares 6,318 $618K 0.2% +1,351 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,870 shares; 2025Q4: 2,161 shares 2,161 $617K 0.2% +291 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 450 shares; 2024Q4: 363 shares; 2025Q1: 362 shares; 2025Q2: 363 shares; 2025Q3: 355 shares; 2025Q4: 363 shares 363 $614K 0.2% +8 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,735 shares; 2024Q4: 3,745 shares; 2025Q1: 3,765 shares; 2025Q2: 4,285 shares; 2025Q3: 4,335 shares; 2025Q4: 4,591 shares 4,591 $609K 0.2% +256 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,652 shares; 2024Q4: 7,476 shares; 2025Q1: 7,476 shares; 2025Q2: 7,427 shares; 2025Q3: 7,343 shares; 2025Q4: 7,015 shares 7,015 $598K 0.19% -328 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: 3,264 shares; 2024Q4: 3,253 shares; 2025Q1: 2,562 shares; 2025Q2: 2,548 shares; 2025Q3: 2,376 shares; 2025Q4: 2,605 shares 2,605 $596K 0.19% +229 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: 1,251 shares; 2024Q4: 2,250 shares; 2025Q1: 2,183 shares; 2025Q2: 1,115 shares; 2025Q3: 981 shares; 2025Q4: 1,021 shares 1,021 $592K 0.19% +40 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: 6,984 shares; 2024Q4: 6,943 shares; 2025Q1: 6,709 shares; 2025Q2: 6,728 shares; 2025Q3: 6,760 shares; 2025Q4: 6,805 shares 6,805 $586K 0.19% +45 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: 3,987 shares; 2024Q4: 2,615 shares; 2025Q1: 2,773 shares; 2025Q2: 2,382 shares; 2025Q3: 2,542 shares; 2025Q4: 2,698 shares 2,698 $578K 0.19% +156 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: not reported; 2024Q4: 720 shares; 2025Q1: 886 shares; 2025Q2: 1,602 shares; 2025Q3: 1,903 shares; 2025Q4: 1,862 shares 1,862 $551K 0.18% -41 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: 2,653 shares; 2024Q4: 3,162 shares; 2025Q1: 3,103 shares; 2025Q2: 2,949 shares; 2025Q3: 2,857 shares; 2025Q4: 2,819 shares 2,819 $550K 0.18% -38 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: 9,479 shares; 2024Q4: 9,479 shares; 2025Q1: 4,284 shares; 2025Q2: 4,284 shares; 2025Q3: 4,284 shares; 2025Q4: 5,634 shares 5,634 $541K 0.18% +1,350 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: 2,337 shares; 2024Q4: 2,387 shares; 2025Q1: 2,356 shares; 2025Q2: 2,297 shares; 2025Q3: 2,309 shares; 2025Q4: 2,322 shares 2,322 $537K 0.17% +13 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: 6,059 shares; 2024Q4: 6,637 shares; 2025Q1: 7,085 shares; 2025Q2: 6,881 shares; 2025Q3: 6,985 shares; 2025Q4: 7,565 shares 7,565 $529K 0.17% +580 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,931 shares; 2024Q4: 2,868 shares; 2025Q1: 2,920 shares; 2025Q2: 2,850 shares; 2025Q3: 2,831 shares; 2025Q4: 2,956 shares 2,956 $513K 0.17% +125 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: 2,284 shares; 2025Q3: 3,209 shares; 2025Q4: 2,843 shares 2,843 $505K 0.16% -366 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,933 shares; 2024Q4: 2,819 shares; 2025Q1: 2,801 shares; 2025Q2: 2,899 shares; 2025Q3: 2,983 shares; 2025Q4: 2,937 shares 2,937 $501K 0.16% -46 Timeline NSRGY NESTLE SA-SPONS ADR More: the full row for NESTLE SA-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,973 shares; 2024Q4: 4,871 shares; 2025Q1: 5,180 shares; 2025Q2: 5,236 shares; 2025Q3: 5,024 shares; 2025Q4: 5,068 shares 5,068 $501K 0.16% +44 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,983 shares; 2024Q4: 4,955 shares; 2025Q1: 4,933 shares; 2025Q2: 4,995 shares; 2025Q3: 5,401 shares; 2025Q4: 5,401 shares 5,401 $497K 0.16% 0 Timeline HEFA 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: 12,280 shares; 2024Q4: 11,970 shares; 2025Q1: 11,970 shares; 2025Q2: 11,970 shares; 2025Q3: 11,970 shares; 2025Q4: 11,970 shares 11,970 $495K 0.16% 0 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: 3,113 shares; 2024Q4: 3,138 shares; 2025Q1: 3,063 shares; 2025Q2: 3,123 shares; 2025Q3: 3,353 shares; 2025Q4: 3,479 shares 3,479 $480K 0.16% +126 Timeline ATEYY ADVANTEST CORPORATION NEW ADS More: the full row for ADVANTEST CORPORATION NEW ADS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,991 shares; 2025Q1: not reported; 2025Q2: 3,884 shares; 2025Q3: 3,948 shares; 2025Q4: 3,776 shares 3,776 $477K 0.16% -172 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: 2,748 shares; 2024Q4: 3,461 shares; 2025Q1: 3,480 shares; 2025Q2: 3,543 shares; 2025Q3: 3,604 shares; 2025Q4: 3,420 shares 3,420 $466K 0.15% -184 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: 1,324 shares; 2024Q4: 1,334 shares; 2025Q1: 1,344 shares; 2025Q2: 1,392 shares; 2025Q3: 1,468 shares; 2025Q4: 1,552 shares 1,552 $460K 0.15% +84 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: 1,146 shares; 2024Q4: 1,146 shares; 2025Q1: 974 shares; 2025Q2: 974 shares; 2025Q3: 974 shares; 2025Q4: 748 shares 748 $460K 0.15% -226 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,484 shares; 2025Q1: 3,529 shares; 2025Q2: 1,591 shares; 2025Q3: 1,533 shares; 2025Q4: 1,638 shares 1,638 $444K 0.14% +105 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,349 shares; 2024Q4: 15,303 shares; 2025Q1: 15,407 shares; 2025Q2: 15,407 shares; 2025Q3: 15,407 shares; 2025Q4: 15,497 shares 15,497 $434K 0.14% +90 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: 4,380 shares; 2024Q4: 4,423 shares; 2025Q1: 3,503 shares; 2025Q2: 3,503 shares; 2025Q3: 3,278 shares; 2025Q4: 3,455 shares 3,455 $424K 0.14% +177 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: 1,627 shares; 2024Q4: 1,613 shares; 2025Q1: 1,632 shares; 2025Q2: 1,623 shares; 2025Q3: 1,747 shares; 2025Q4: 1,729 shares 1,729 $420K 0.14% -18 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: 1,077 shares; 2024Q4: 1,650 shares; 2025Q1: 1,674 shares; 2025Q2: 2,194 shares; 2025Q3: 2,367 shares; 2025Q4: 2,262 shares 2,262 $417K 0.14% -105 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,239 shares; 2024Q4: 2,173 shares; 2025Q1: 2,183 shares; 2025Q2: 2,183 shares; 2025Q3: 2,180 shares; 2025Q4: 1,962 shares 1,962 $416K 0.14% -218 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,115 shares; 2024Q4: 2,123 shares; 2025Q1: 2,133 shares; 2025Q2: 2,156 shares; 2025Q3: 2,106 shares; 2025Q4: 1,880 shares 1,880 $413K 0.13% -226 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: 14,373 shares; 2024Q4: 14,185 shares; 2025Q1: 13,860 shares; 2025Q2: 13,853 shares; 2025Q3: 13,853 shares; 2025Q4: 13,853 shares 13,853 $413K 0.13% 0 Timeline LRLCY L'OREAL CO ADR More: the full row for L'OREAL CO ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,303 shares; 2024Q4: 5,228 shares; 2025Q1: 4,808 shares; 2025Q2: 4,818 shares; 2025Q3: 4,818 shares; 2025Q4: 4,818 shares 4,818 $413K 0.13% 0 Timeline ALIZY ALLIANZ SE More: the full row for ALLIANZ SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,300 shares; 2024Q4: 8,390 shares; 2025Q1: 8,380 shares; 2025Q2: 8,380 shares; 2025Q3: 8,650 shares; 2025Q4: 8,790 shares 8,790 $404K 0.13% +140 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: 1,905 shares; 2024Q4: not reported; 2025Q1: 2,059 shares; 2025Q2: 2,204 shares; 2025Q3: 2,513 shares; 2025Q4: 2,707 shares 2,707 $397K 0.13% +194 Timeline RHHBY ROCHE HOLDINGS LTD-SPONS ADR More: the full row for ROCHE HOLDINGS LTD-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,772 shares; 2024Q4: 7,724 shares; 2025Q1: 7,548 shares; 2025Q2: 7,228 shares; 2025Q3: 7,580 shares; 2025Q4: 7,644 shares 7,644 $394K 0.13% +64 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: 1,851 shares; 2024Q4: 3,072 shares; 2025Q1: 2,968 shares; 2025Q2: 2,749 shares; 2025Q3: 2,693 shares; 2025Q4: 3,047 shares 3,047 $389K 0.13% +354 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 146 shares; 2025Q3: 208 shares; 2025Q4: 193 shares 193 $389K 0.13% -15 Timeline DFAE 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: 13,134 shares; 2024Q4: 13,147 shares; 2025Q1: 9,655 shares; 2025Q2: 11,863 shares; 2025Q3: 11,880 shares; 2025Q4: 11,895 shares 11,895 $387K 0.13% +15 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,193 shares; 2024Q4: 2,193 shares; 2025Q1: 1,948 shares; 2025Q2: 1,948 shares; 2025Q3: 2,103 shares; 2025Q4: 2,127 shares 2,127 $380K 0.12% +24 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: 4,718 shares; 2024Q4: 4,720 shares; 2025Q1: 4,760 shares; 2025Q2: 4,760 shares; 2025Q3: 4,760 shares; 2025Q4: 4,809 shares 4,809 $378K 0.12% +49 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: not reported; 2024Q4: not reported; 2025Q1: 14,900 shares; 2025Q2: 15,675 shares; 2025Q3: 15,675 shares; 2025Q4: 15,675 shares 15,675 $377K 0.12% 0 Timeline DBSDY DBS GROUP HOLDINGS-SPON ADR More: the full row for DBS GROUP HOLDINGS-SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,952 shares; 2024Q4: 1,988 shares; 2025Q1: 2,002 shares; 2025Q2: 2,051 shares; 2025Q3: 2,119 shares; 2025Q4: 2,132 shares 2,132 $374K 0.12% +13 Timeline CMWAY COMMONWEALTH BK OF AUSTRALIA S More: the full row for COMMONWEALTH BK OF AUSTRALIA S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,247 shares; 2024Q4: 3,194 shares; 2025Q1: 3,205 shares; 2025Q2: 3,431 shares; 2025Q3: 3,846 shares; 2025Q4: 3,503 shares 3,503 $373K 0.12% -343 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,828 shares; 2025Q4: 2,149 shares 2,149 $368K 0.12% +321 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: 6,235 shares; 2024Q4: not reported; 2025Q1: 6,036 shares; 2025Q2: 6,071 shares; 2025Q3: 6,149 shares; 2025Q4: 6,149 shares 6,149 $362K 0.12% 0 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,701 shares; 2025Q1: not reported; 2025Q2: 3,568 shares; 2025Q3: 3,568 shares; 2025Q4: 5,768 shares 5,768 $360K 0.12% +2,200 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,221 shares; 2024Q4: 3,245 shares; 2025Q1: 3,245 shares; 2025Q2: 3,230 shares; 2025Q3: 3,310 shares; 2025Q4: 3,232 shares 3,232 $356K 0.12% -78 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: 2,061 shares; 2025Q1: not reported; 2025Q2: 2,069 shares; 2025Q3: 2,175 shares; 2025Q4: 2,195 shares 2,195 $353K 0.12% +20 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: 775 shares; 2024Q4: 771 shares; 2025Q1: 786 shares; 2025Q2: 831 shares; 2025Q3: 1,056 shares; 2025Q4: 1,043 shares 1,043 $351K 0.11% -13 Timeline UNCRY UNICREDIT SPA ADR NEW 2017 (IT More: the full row for UNICREDIT SPA ADR NEW 2017 (IT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,461 shares; 2025Q2: 8,453 shares; 2025Q3: 8,545 shares; 2025Q4: 8,453 shares 8,453 $351K 0.11% -92 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 381 shares; 2024Q4: 354 shares; 2025Q1: 358 shares; 2025Q2: 355 shares; 2025Q3: 337 shares; 2025Q4: 396 shares 396 $348K 0.11% +59 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: 5,202 shares; 2024Q4: 5,619 shares; 2025Q1: 4,572 shares; 2025Q2: 4,572 shares; 2025Q3: 9,293 shares; 2025Q4: 9,416 shares 9,416 $344K 0.11% +123 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,002 shares; 2024Q4: 13,061 shares; 2025Q1: 13,061 shares; 2025Q2: 13,061 shares; 2025Q3: 13,236 shares; 2025Q4: 13,465 shares 13,465 $343K 0.11% +229 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,474 shares; 2024Q4: 4,474 shares; 2025Q1: 4,410 shares; 2025Q2: 4,513 shares; 2025Q3: 4,747 shares; 2025Q4: 4,619 shares 4,619 $339K 0.11% -128 Timeline NABZY NATL AUSTRALIA BK LTD ADS5 More: the full row for NATL AUSTRALIA BK LTD ADS5 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,166 shares; 2024Q4: 23,730 shares; 2025Q1: 23,358 shares; 2025Q2: 23,824 shares; 2025Q3: 24,168 shares; 2025Q4: 23,824 shares 23,824 $335K 0.11% -344 Timeline EME EMCOR GROUP INC More: the full row for EMCOR 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: 640 shares; 2025Q3: 644 shares; 2025Q4: 546 shares 546 $334K 0.11% -98 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: 17,129 shares; 2024Q4: 17,157 shares; 2025Q1: 17,067 shares; 2025Q2: 18,139 shares; 2025Q3: 18,302 shares; 2025Q4: 18,718 shares 18,718 $334K 0.11% +416 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: 4,680 shares; 2024Q4: 4,680 shares; 2025Q1: 5,201 shares; 2025Q2: 5,201 shares; 2025Q3: 5,201 shares; 2025Q4: 5,046 shares 5,046 $333K 0.11% -155 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: 1,175 shares; 2024Q4: 1,283 shares; 2025Q1: 1,542 shares; 2025Q2: 902 shares; 2025Q3: 722 shares; 2025Q4: 946 shares 946 $331K 0.11% +224 Timeline SBGSY SCHNEIDER ELECT SE-UNSP ADR More: the full row for SCHNEIDER ELECT SE-UNSP ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,722 shares; 2024Q4: 5,812 shares; 2025Q1: 5,852 shares; 2025Q2: 5,662 shares; 2025Q3: 5,852 shares; 2025Q4: 5,892 shares 5,892 $324K 0.11% +40 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: not reported; 2025Q3: 498 shares; 2025Q4: 683 shares 683 $320K 0.1% +185 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,633 shares; 2024Q4: 6,545 shares; 2025Q1: 6,433 shares; 2025Q2: 6,504 shares; 2025Q3: 6,506 shares; 2025Q4: 6,258 shares 6,258 $318K 0.1% -248 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 391 shares; 2025Q1: 402 shares; 2025Q2: 429 shares; 2025Q3: 434 shares; 2025Q4: 477 shares 477 $316K 0.1% +43 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: 657 shares; 2024Q4: 657 shares; 2025Q1: 752 shares; 2025Q2: 657 shares; 2025Q3: 657 shares; 2025Q4: 657 shares 657 $311K 0.1% 0 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,265 shares; 2024Q4: 11,405 shares; 2025Q1: 11,511 shares; 2025Q2: 11,511 shares; 2025Q3: 12,311 shares; 2025Q4: 12,098 shares 12,098 $310K 0.1% -213 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 607 shares; 2025Q4: 598 shares 598 $305K 0.1% -9 Timeline HTHIY HITACHI LTD ADR (10COM)NEW More: the full row for HITACHI LTD ADR (10COM)NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,393 shares; 2024Q4: 5,261 shares; 2025Q1: 10,036 shares; 2025Q2: 10,047 shares; 2025Q3: 9,909 shares; 2025Q4: 9,779 shares 9,779 $305K 0.1% -130 Timeline ITOCY ITOCHU CORP-ADR- More: the full row for ITOCHU CORP-ADR- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,318 shares; 2024Q4: 2,326 shares; 2025Q1: 2,325 shares; 2025Q2: 2,332 shares; 2025Q3: 2,363 shares; 2025Q4: 2,386 shares 2,386 $302K 0.1% +23 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,219 shares; 2024Q4: 1,248 shares; 2025Q1: 1,254 shares; 2025Q2: not reported; 2025Q3: 1,294 shares; 2025Q4: 1,409 shares 1,409 $302K 0.1% +115 Timeline HBM HUDBAY MINERALS INC More: the full row for HUDBAY MINERALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,975 shares; 2024Q4: 14,975 shares; 2025Q1: 14,975 shares; 2025Q2: 14,856 shares; 2025Q3: 15,182 shares; 2025Q4: 15,182 shares 15,182 $301K 0.1% 0 Timeline ANZGY ANZ GROUP HLDGS LTD SPONSORED More: the full row for ANZ GROUP HLDGS LTD SPONSORED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,607 shares; 2024Q4: 12,418 shares; 2025Q1: 12,069 shares; 2025Q2: 12,377 shares; 2025Q3: 12,377 shares; 2025Q4: 12,377 shares 12,377 $300K 0.1% 0 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,537 shares; 2025Q3: 2,518 shares; 2025Q4: 2,537 shares 2,537 $298K 0.1% +19 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,806 shares; 2024Q4: 1,797 shares; 2025Q1: 1,811 shares; 2025Q2: 1,825 shares; 2025Q3: 1,761 shares; 2025Q4: 1,367 shares 1,367 $297K 0.1% -394 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: 744 shares; 2024Q4: 744 shares; 2025Q1: 766 shares; 2025Q2: 788 shares; 2025Q3: 868 shares; 2025Q4: 683 shares 683 $291K 0.09% -185 Timeline ZURVY ZURICH INSURANCE GRP LTD SPONS More: the full row for ZURICH INSURANCE GRP LTD SPONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,620 shares; 2024Q4: 7,560 shares; 2025Q1: 7,460 shares; 2025Q2: 7,460 shares; 2025Q3: 7,460 shares; 2025Q4: 7,620 shares 7,620 $290K 0.09% +160 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: not reported; 2025Q1: not reported; 2025Q2: 404 shares; 2025Q3: 471 shares; 2025Q4: 442 shares 442 $289K 0.09% -29 Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,234 shares; 2024Q4: 3,271 shares; 2025Q1: 3,312 shares; 2025Q2: 3,312 shares; 2025Q3: 3,312 shares; 2025Q4: 3,337 shares 3,337 $288K 0.09% +25 Timeline PRYMY Prysmian S.P.A., Milano Unspon More: the full row for Prysmian S.P.A., Milano Unspon Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,678 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,612 shares; 2025Q4: 5,612 shares 5,612 $282K 0.09% 0 Timeline RDY DR REDDYS LABS LTD More: the full row for DR REDDYS LABS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,785 shares; 2024Q4: 19,301 shares; 2025Q1: 16,551 shares; 2025Q2: 20,444 shares; 2025Q3: 20,839 shares; 2025Q4: 19,674 shares 19,674 $276K 0.09% -1,165 Timeline STN STANTEC INC More: the full row for STANTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,763 shares; 2024Q4: 2,693 shares; 2025Q1: 2,772 shares; 2025Q2: 2,876 shares; 2025Q3: 2,955 shares; 2025Q4: 2,873 shares 2,873 $271K 0.09% -82 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,632 shares; 2025Q3: 1,397 shares; 2025Q4: 1,747 shares 1,747 $268K 0.09% +350 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: 7,947 shares; 2024Q4: 8,120 shares; 2025Q1: 8,276 shares; 2025Q2: 2,474 shares; 2025Q3: 2,433 shares; 2025Q4: 2,199 shares 2,199 $266K 0.09% -234 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 682 shares; 2024Q4: 682 shares; 2025Q1: 682 shares; 2025Q2: 682 shares; 2025Q3: 682 shares; 2025Q4: 682 shares 682 $264K 0.09% 0 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: 12,465 shares; 2024Q4: 12,475 shares; 2025Q1: 12,616 shares; 2025Q2: 12,558 shares; 2025Q3: 13,368 shares; 2025Q4: 13,627 shares 13,627 $263K 0.09% +259 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: 1,032 shares; 2025Q3: 1,103 shares; 2025Q4: 1,086 shares 1,086 $263K 0.09% -17 Timeline SHG SHINHAN FINANCIAL GROUP CO L More: the full row for SHINHAN FINANCIAL GROUP CO L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,140 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,735 shares; 2025Q3: 4,811 shares; 2025Q4: 4,906 shares 4,906 $263K 0.09% +95 Timeline HESAY HERMES INTL S A UNSPONSORED AD More: the full row for HERMES INTL S A UNSPONSORED AD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,050 shares; 2024Q4: 1,060 shares; 2025Q1: 1,060 shares; 2025Q2: 1,060 shares; 2025Q3: 1,060 shares; 2025Q4: 1,060 shares 1,060 $263K 0.09% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,190 shares; 2025Q4: 7,117 shares 7,117 $263K 0.09% +927 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,456 shares; 2024Q4: 1,430 shares; 2025Q1: 1,430 shares; 2025Q2: 1,451 shares; 2025Q3: 1,407 shares; 2025Q4: 1,423 shares 1,423 $263K 0.09% +16 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: not reported; 2024Q4: 871 shares; 2025Q1: 865 shares; 2025Q2: 910 shares; 2025Q3: 831 shares; 2025Q4: 957 shares 957 $261K 0.09% +126 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: not reported; 2024Q4: not reported; 2025Q1: 1,335 shares; 2025Q2: 1,373 shares; 2025Q3: 1,619 shares; 2025Q4: 1,605 shares 1,605 $257K 0.08% -14 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: 49,774 shares; 2024Q4: 100,454 shares; 2025Q1: 98,204 shares; 2025Q2: 91,653 shares; 2025Q3: 92,448 shares; 2025Q4: 90,547 shares 90,547 $257K 0.08% -1,901 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,776 shares; 2024Q4: 1,776 shares; 2025Q1: 1,677 shares; 2025Q2: 1,677 shares; 2025Q3: 1,405 shares; 2025Q4: 1,581 shares 1,581 $253K 0.08% +176 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,606 shares; 2025Q4: 2,665 shares 2,665 $251K 0.08% +59 Timeline IBDRY IBERDROLA SA DPON ADR (SPAIN) More: the full row for IBERDROLA SA DPON ADR (SPAIN) 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: 2,708 shares; 2025Q3: 2,812 shares; 2025Q4: 2,902 shares 2,902 $251K 0.08% +90 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: 713 shares; 2024Q4: 720 shares; 2025Q1: 497 shares; 2025Q2: 502 shares; 2025Q3: 442 shares; 2025Q4: 478 shares 478 $250K 0.08% +36 Timeline AAGIY AIA GROUP LTD-SP ADR More: the full row for AIA GROUP LTD-SP ADR 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: 6,067 shares; 2025Q4: 6,067 shares 6,067 $249K 0.08% 0 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: not reported; 2024Q4: not reported; 2025Q1: 1,690 shares; 2025Q2: 1,674 shares; 2025Q3: 1,665 shares; 2025Q4: 1,536 shares 1,536 $247K 0.08% -129 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,074 shares; 2025Q1: 2,074 shares; 2025Q2: 2,074 shares; 2025Q3: 2,074 shares; 2025Q4: 2,074 shares 2,074 $244K 0.08% 0 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,053 shares; 2024Q4: 13,125 shares; 2025Q1: 13,140 shares; 2025Q2: 13,453 shares; 2025Q3: 14,576 shares; 2025Q4: 15,158 shares 15,158 $240K 0.08% +582 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,941 shares; 2024Q4: 3,941 shares; 2025Q1: 3,854 shares; 2025Q2: 3,854 shares; 2025Q3: 3,895 shares; 2025Q4: 3,836 shares 3,836 $239K 0.08% -59 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,870 shares; 2024Q4: 4,884 shares; 2025Q1: 3,570 shares; 2025Q2: 3,363 shares; 2025Q3: 3,306 shares; 2025Q4: 3,725 shares 3,725 $237K 0.08% +419 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: 4,396 shares; 2025Q1: 4,396 shares; 2025Q2: 4,376 shares; 2025Q3: 4,376 shares; 2025Q4: 4,311 shares 4,311 $236K 0.08% -65 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: 1,284 shares; 2024Q4: 1,284 shares; 2025Q1: 1,294 shares; 2025Q2: 1,301 shares; 2025Q3: not reported; 2025Q4: 1,236 shares 1,236 $229K 0.07% new Timeline SIEGY SIEMENS AG-SPONS ADR More: the full row for SIEMENS AG-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,650 shares; 2025Q3: 1,650 shares; 2025Q4: 1,622 shares 1,622 $227K 0.07% -28 Timeline TOELY Tokyo Electron Ltd Unsponsored More: the full row for Tokyo Electron Ltd Unsponsored 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: 2,128 shares; 2025Q3: not reported; 2025Q4: 2,036 shares 2,036 $226K 0.07% new 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: 513 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 483 shares 483 $225K 0.07% new Timeline LVMUY LVMH MOET HENNESSY-UNSP ADR More: the full row for LVMH MOET HENNESSY-UNSP ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,723 shares; 2024Q4: 1,838 shares; 2025Q1: 1,823 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,493 shares 1,493 $225K 0.07% new Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 603 shares; 2025Q1: 607 shares; 2025Q2: 611 shares; 2025Q3: 623 shares; 2025Q4: 636 shares 636 $224K 0.07% +13 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,005 shares; 2024Q4: 5,212 shares; 2025Q1: 4,679 shares; 2025Q2: 4,625 shares; 2025Q3: 5,493 shares; 2025Q4: 4,806 shares 4,806 $223K 0.07% -687 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: not reported; 2024Q4: not reported; 2025Q1: 7,060 shares; 2025Q2: 7,185 shares; 2025Q3: 9,075 shares; 2025Q4: 8,968 shares 8,968 $223K 0.07% -107 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,825 shares; 2025Q1: not reported; 2025Q2: 1,674 shares; 2025Q3: 2,288 shares; 2025Q4: 1,950 shares 1,950 $222K 0.07% -338 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 704 shares 704 $218K 0.07% new Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,827 shares 3,827 $217K 0.07% new Timeline CLS CELESTICA INC More: the full row for CELESTICA 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: 730 shares 730 $216K 0.07% new Timeline EADSY AIRBUS SE AMERICAN DEPOSITARY More: the full row for AIRBUS SE AMERICAN DEPOSITARY 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: 3,716 shares; 2025Q4: 3,712 shares 3,712 $215K 0.07% -4 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER 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: 6,318 shares 6,318 $214K 0.07% new Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 620 shares; 2025Q4: 620 shares 620 $213K 0.07% 0 Timeline SFTBY SOFTBANK GROUP AMERICAN DEPOSI More: the full row for SOFTBANK GROUP AMERICAN DEPOSI 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: 3,918 shares; 2025Q4: 3,746 shares 3,746 $212K 0.07% -172 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: 4,889 shares; 2024Q4: 4,943 shares; 2025Q1: 5,014 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,924 shares 3,924 $212K 0.07% new Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 363 shares 363 $210K 0.07% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 535 shares 535 $208K 0.07% new Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,014 shares 1,014 $207K 0.07% new Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 682 shares; 2024Q4: 687 shares; 2025Q1: 685 shares; 2025Q2: 670 shares; 2025Q3: 506 shares; 2025Q4: 465 shares 465 $207K 0.07% -41 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,074 shares 5,074 $207K 0.07% new Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,263 shares 1,263 $206K 0.07% new Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,814 shares; 2025Q2: not reported; 2025Q3: 7,443 shares; 2025Q4: 7,462 shares 7,462 $205K 0.07% +19 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,850 shares; 2024Q4: 1,625 shares; 2025Q1: 1,649 shares; 2025Q2: 1,220 shares; 2025Q3: 1,036 shares; 2025Q4: 1,164 shares 1,164 $204K 0.07% +128 Timeline TKOMY Tokio Marine Holdings, Inc. Sp More: the full row for Tokio Marine Holdings, Inc. Sp Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,682 shares; 2024Q4: 5,565 shares; 2025Q1: 5,483 shares; 2025Q2: 5,483 shares; 2025Q3: 5,580 shares; 2025Q4: 5,483 shares 5,483 $203K 0.07% -97 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD 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: 909 shares 909 $202K 0.07% new 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: 3,087 shares 3,087 $202K 0.07% new 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: 1,168 shares; 2024Q4: 1,168 shares; 2025Q1: 1,000 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,400 shares 1,400 $202K 0.07% new 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: 2,867 shares; 2024Q4: 2,889 shares; 2025Q1: 2,767 shares; 2025Q2: 2,826 shares; 2025Q3: not reported; 2025Q4: 2,542 shares 2,542 $201K 0.07% new 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: 26,837 shares; 2024Q4: 24,804 shares; 2025Q1: 26,781 shares; 2025Q2: 24,325 shares; 2025Q3: 25,289 shares; 2025Q4: 25,289 shares 25,289 $199K 0.06% 0 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,415 shares 4,415 $192K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,149 shares; 2025Q3: 1,247 shares; 2025Q4: 1,182 shares 1,182 $182K 0.06% -65 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER 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: 1,231 shares 1,231 $177K 0.06% new Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,713 shares 1,713 $171K 0.06% new 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: 15,799 shares; 2024Q4: 17,533 shares; 2025Q1: 17,533 shares; 2025Q2: 14,034 shares; 2025Q3: 17,964 shares; 2025Q4: 19,793 shares 19,793 $166K 0.05% +1,829 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: not reported; 2024Q4: not reported; 2025Q1: 10,437 shares; 2025Q2: not reported; 2025Q3: 10,132 shares; 2025Q4: 10,273 shares 10,273 $165K 0.05% +141 Timeline NPSNY NASPERS LTD (SOUTH AFRICA) More: the full row for NASPERS LTD (SOUTH AFRICA) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,600 shares 11,600 $154K 0.05% new Timeline MURGY MUENCHENER RUECK-UNSPON ADR More: the full row for MUENCHENER RUECK-UNSPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,860 shares; 2025Q1: 12,660 shares; 2025Q2: 12,010 shares; 2025Q3: 11,560 shares; 2025Q4: 11,560 shares 11,560 $152K 0.05% 0 Timeline PROSY PROSUS N V ADR(NLD) More: the full row for PROSUS N V ADR(NLD) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,905 shares; 2024Q4: 11,905 shares; 2025Q1: 11,755 shares; 2025Q2: 11,755 shares; 2025Q3: 11,755 shares; 2025Q4: 11,755 shares 11,755 $145K 0.05% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 622 shares; 2024Q4: 660 shares; 2025Q1: 739 shares; 2025Q2: 800 shares; 2025Q3: 1,091 shares; 2025Q4: 1,114 shares 1,114 $131K 0.04% +23 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,662 shares 10,662 $125K 0.04% new Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,495 shares; 2024Q4: 11,870 shares; 2025Q1: 11,870 shares; 2025Q2: 11,870 shares; 2025Q3: 13,069 shares; 2025Q4: 15,190 shares 15,190 $111K 0.04% +2,121 Timeline AACAY AAC TECHNOLOGIES HOLDINGS INC More: the full row for AAC TECHNOLOGIES HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,036 shares; 2024Q4: 21,541 shares; 2025Q1: 21,541 shares; 2025Q2: 21,541 shares; 2025Q3: 20,193 shares; 2025Q4: 17,684 shares 17,684 $88.8K 0.03% -2,509 Timeline AEG AEGON LTD More: the full row for AEGON LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,434 shares; 2024Q4: 10,434 shares; 2025Q1: 10,434 shares; 2025Q2: 10,166 shares; 2025Q3: 10,166 shares; 2025Q4: 10,166 shares 10,166 $78.4K 0.03% 0 Timeline MBRFY MARFRIG ALIMENTOS SA SPONSORED More: the full row for MARFRIG ALIMENTOS SA SPONSORED 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: 23,452 shares; 2025Q4: 19,157 shares 19,157 $69.9K 0.02% -4,295 Timeline ALSMY Alstom Unsponsored ADR (France More: the full row for Alstom Unsponsored ADR (France Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,050 shares; 2024Q4: 35,050 shares; 2025Q1: 25,650 shares; 2025Q2: 30,470 shares; 2025Q3: 25,903 shares; 2025Q4: 23,400 shares 23,400 $68.1K 0.02% -2,503 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 460 shares; 2024Q4: 497 shares; 2025Q1: 522 shares; 2025Q2: 522 shares; 2025Q3: 573 shares; 2025Q4: 608 shares 608 $44.9K 0.01% +35 Timeline TSRYY TREASURY WINE ESTATES LTD. SPO More: the full row for TREASURY WINE ESTATES LTD. SPO 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: 12,622 shares 12,622 $43.6K 0.01% new 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: 19,396 shares; 2024Q4: 19,396 shares; 2025Q1: 18,724 shares; 2025Q2: 18,724 shares; 2025Q3: 18,724 shares; 2025Q4: 15,632 shares 15,632 $31.3K 0.01% -3,092 Timeline ATDRY AUTOTRADER GROUP PLC AMERICAN More: the full row for AUTOTRADER GROUP PLC AMERICAN 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: 10,060 shares 10,060 $19.4K 0.01% new 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: 471 shares; 2024Q4: 471 shares; 2025Q1: 503 shares; 2025Q2: 201 shares; 2025Q3: 65 shares; 2025Q4: 201 shares 201 $10.7K <0.01% +136 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,143 shares; 2025Q4: 2 shares 2 $65 <0.01% -3,141 Timeline