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: 1,764,545 shares; 2024Q4: 1,760,992 shares; 2025Q1: 1,836,925 shares; 2025Q2: 2,208,894 shares; 2025Q3: 2,215,939 shares; 2025Q4: 2,213,110 shares 2,213,110 $318M 5.11% -2,829 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: 513,187 shares; 2024Q4: 515,075 shares; 2025Q1: 512,969 shares; 2025Q2: 525,035 shares; 2025Q3: 530,838 shares; 2025Q4: 536,395 shares 536,395 $259M 4.18% +5,557 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: 1,128,350 shares; 2024Q4: 1,139,347 shares; 2025Q1: 1,125,828 shares; 2025Q2: 1,213,694 shares; 2025Q3: 1,441,604 shares; 2025Q4: 1,441,022 shares 1,441,022 $252M 4.06% -582 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: 701,458 shares; 2024Q4: 710,783 shares; 2025Q1: 721,426 shares; 2025Q2: 723,018 shares; 2025Q3: 860,996 shares; 2025Q4: 863,139 shares 863,139 $231M 3.73% +2,143 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: 485,250 shares; 2024Q4: 489,783 shares; 2025Q1: 507,040 shares; 2025Q2: 535,819 shares; 2025Q3: 560,784 shares; 2025Q4: 567,263 shares 567,263 $183M 2.94% +6,479 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: 682,670 shares; 2024Q4: 690,864 shares; 2025Q1: 727,334 shares; 2025Q2: 737,324 shares; 2025Q3: 741,109 shares; 2025Q4: 772,208 shares 772,208 $178M 2.87% +31,099 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: 493,402 shares; 2024Q4: 501,016 shares; 2025Q1: 514,165 shares; 2025Q2: 553,043 shares; 2025Q3: 556,330 shares; 2025Q4: 552,909 shares 552,909 $174M 2.79% -3,421 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,308,703 shares; 2024Q4: 2,302,033 shares; 2025Q1: 2,306,410 shares; 2025Q2: 2,291,868 shares; 2025Q3: 2,282,792 shares; 2025Q4: 2,262,098 shares 2,262,098 $136M 2.19% -20,694 Timeline IBDU 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: 3,653,378 shares; 2024Q4: 3,885,780 shares; 2025Q1: 4,254,989 shares; 2025Q2: 4,464,603 shares; 2025Q3: 4,667,225 shares; 2025Q4: 4,798,655 shares 4,798,655 $112M 1.81% +131,430 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: 671,337 shares; 2024Q4: 690,336 shares; 2025Q1: 921,895 shares; 2025Q2: 934,498 shares; 2025Q3: 957,528 shares; 2025Q4: 769,701 shares 769,701 $109M 1.75% -187,827 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: 280,954 shares; 2024Q4: 288,151 shares; 2025Q1: 361,437 shares; 2025Q2: 403,850 shares; 2025Q3: 405,365 shares; 2025Q4: 437,234 shares 437,234 $108M 1.73% +31,869 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: 571,056 shares; 2024Q4: 567,503 shares; 2025Q1: 569,258 shares; 2025Q2: 580,675 shares; 2025Q3: 594,103 shares; 2025Q4: 639,556 shares 639,556 $97.5M 1.57% +45,453 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: 702,161 shares; 2024Q4: 707,031 shares; 2025Q1: 715,538 shares; 2025Q2: 737,381 shares; 2025Q3: 749,111 shares; 2025Q4: 775,398 shares 775,398 $93.3M 1.5% +26,287 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: 484,821 shares; 2024Q4: 491,786 shares; 2025Q1: 503,118 shares; 2025Q2: 503,461 shares; 2025Q3: 508,043 shares; 2025Q4: 506,859 shares 506,859 $90M 1.45% -1,184 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: 329,892 shares; 2024Q4: 335,011 shares; 2025Q1: 346,804 shares; 2025Q2: 347,100 shares; 2025Q3: 381,648 shares; 2025Q4: 390,570 shares 390,570 $89.2M 1.44% +8,922 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 874,884 shares; 2024Q4: 890,267 shares; 2025Q1: 911,626 shares; 2025Q2: 928,504 shares; 2025Q3: 950,962 shares; 2025Q4: 1,000,364 shares 1,000,364 $87.2M 1.4% +49,402 Timeline IBDT 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: 2,534,638 shares; 2024Q4: 2,698,707 shares; 2025Q1: 2,919,415 shares; 2025Q2: 3,064,481 shares; 2025Q3: 3,212,010 shares; 2025Q4: 3,303,535 shares 3,303,535 $84.1M 1.35% +91,525 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: 313,477 shares; 2024Q4: 320,236 shares; 2025Q1: 391,692 shares; 2025Q2: 393,756 shares; 2025Q3: 399,969 shares; 2025Q4: 406,599 shares 406,599 $75.3M 1.21% +6,630 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: 129,969 shares; 2024Q4: 140,339 shares; 2025Q1: 144,763 shares; 2025Q2: 148,885 shares; 2025Q3: 149,212 shares; 2025Q4: 149,228 shares 149,228 $75M 1.21% +16 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: 127,893 shares; 2024Q4: 129,751 shares; 2025Q1: 122,086 shares; 2025Q2: 122,693 shares; 2025Q3: 122,796 shares; 2025Q4: 122,527 shares 122,527 $69.4M 1.12% -269 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: 728,275 shares; 2024Q4: 736,011 shares; 2025Q1: 757,973 shares; 2025Q2: 774,928 shares; 2025Q3: 870,944 shares; 2025Q4: 895,326 shares 895,326 $69M 1.11% +24,382 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: 280,720 shares; 2024Q4: 281,891 shares; 2025Q1: 221,558 shares; 2025Q2: 223,692 shares; 2025Q3: 228,602 shares; 2025Q4: 229,525 shares 229,525 $68M 1.09% +923 Timeline IBDX 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: not reported; 2025Q4: 2,653,529 shares 2,653,529 $67.7M 1.09% new Timeline IBDV 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: 2,327,212 shares; 2024Q4: 2,478,139 shares; 2025Q1: 2,675,727 shares; 2025Q2: 2,813,280 shares; 2025Q3: 2,943,852 shares; 2025Q4: 3,026,891 shares 3,026,891 $66.8M 1.08% +83,039 Timeline IBDW 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: 2,991,693 shares; 2025Q4: 3,089,595 shares 3,089,595 $65.3M 1.05% +97,902 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 811,749 shares; 2024Q4: 872,987 shares; 2025Q1: 935,386 shares; 2025Q2: 956,848 shares; 2025Q3: 1,090,035 shares; 2025Q4: 1,121,601 shares 1,121,601 $65.2M 1.05% +31,566 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 840,260 shares; 2024Q4: 872,169 shares; 2025Q1: 1,025,822 shares; 2025Q2: 1,044,641 shares; 2025Q3: 1,073,871 shares; 2025Q4: 1,105,887 shares 1,105,887 $63.3M 1.02% +32,016 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: 106,516 shares; 2024Q4: 107,741 shares; 2025Q1: 38,727 shares; 2025Q2: 95,022 shares; 2025Q3: 104,792 shares; 2025Q4: 92,744 shares 92,744 $63.2M 1.02% -12,048 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: 95,217 shares; 2024Q4: 198,474 shares; 2025Q1: 243,684 shares; 2025Q2: 256,105 shares; 2025Q3: 311,036 shares; 2025Q4: 342,005 shares 342,005 $63M 1.01% +30,969 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: 264,615 shares; 2024Q4: 262,323 shares; 2025Q1: 264,746 shares; 2025Q2: 294,452 shares; 2025Q3: 294,646 shares; 2025Q4: 317,642 shares 317,642 $62M 1% +22,996 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: 879,486 shares; 2024Q4: 1,024,731 shares; 2025Q1: 1,272,262 shares; 2025Q2: 1,277,523 shares; 2025Q3: 1,305,230 shares; 2025Q4: 1,520,916 shares 1,520,916 $61.9M 1% +215,686 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: 553,247 shares; 2024Q4: 557,237 shares; 2025Q1: 571,404 shares; 2025Q2: 716,741 shares; 2025Q3: 737,291 shares; 2025Q4: 884,134 shares 884,134 $61.8M 1% +146,843 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: 316,031 shares; 2024Q4: 332,273 shares; 2025Q1: 453,458 shares; 2025Q2: 472,638 shares; 2025Q3: 590,228 shares; 2025Q4: 639,288 shares 639,288 $61.4M 0.99% +49,060 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: 144,016 shares; 2024Q4: 145,977 shares; 2025Q1: 150,529 shares; 2025Q2: 155,031 shares; 2025Q3: 164,288 shares; 2025Q4: 172,517 shares 172,517 $60.6M 0.98% +8,229 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,184 shares; 2025Q2: 222,354 shares; 2025Q3: 231,339 shares; 2025Q4: 275,800 shares 275,800 $59.9M 0.96% +44,461 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 775,293 shares; 2024Q4: 774,867 shares; 2025Q1: 787,786 shares; 2025Q2: 811,748 shares; 2025Q3: 840,956 shares; 2025Q4: 1,294,410 shares 1,294,410 $59.4M 0.96% +453,454 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,918,040 shares; 2024Q4: 1,815,946 shares; 2025Q1: 1,779,239 shares; 2025Q2: 1,765,224 shares; 2025Q3: 1,754,572 shares; 2025Q4: 1,746,039 shares 1,746,039 $59M 0.95% -8,533 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,496,678 shares; 2024Q4: 1,408,361 shares; 2025Q1: 1,396,074 shares; 2025Q2: 1,401,888 shares; 2025Q3: 1,393,972 shares; 2025Q4: 1,430,907 shares 1,430,907 $57.6M 0.93% +36,935 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: 942,062 shares; 2024Q4: 1,895,202 shares; 2025Q1: 2,252,428 shares; 2025Q2: 2,346,247 shares; 2025Q3: 2,338,709 shares; 2025Q4: 2,360,248 shares 2,360,248 $56.7M 0.91% +21,539 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: 212,381 shares; 2024Q4: 169,328 shares; 2025Q1: 120,540 shares; 2025Q2: 121,508 shares; 2025Q3: 86,138 shares; 2025Q4: 86,510 shares 86,510 $56.5M 0.91% +372 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: 762,753 shares; 2024Q4: 755,409 shares; 2025Q1: 996,176 shares; 2025Q2: 1,009,063 shares; 2025Q3: 1,030,525 shares; 2025Q4: 1,042,067 shares 1,042,067 $56M 0.9% +11,542 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: 1,183 shares; 2024Q4: 1,163 shares; 2025Q1: 1,180 shares; 2025Q2: 1,169 shares; 2025Q3: 117,822 shares; 2025Q4: 143,015 shares 143,015 $55.6M 0.9% +25,193 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 710,346 shares; 2025Q1: 878,476 shares; 2025Q2: 900,128 shares; 2025Q3: 951,773 shares; 2025Q4: 1,105,903 shares 1,105,903 $52.9M 0.85% +154,130 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: 213,369 shares; 2024Q4: 205,865 shares; 2025Q1: 171,326 shares; 2025Q2: 174,322 shares; 2025Q3: 217,130 shares; 2025Q4: 230,926 shares 230,926 $52.9M 0.85% +13,796 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 820,996 shares; 2024Q4: 943,296 shares; 2025Q1: 753,037 shares; 2025Q2: 758,767 shares; 2025Q3: 648,370 shares; 2025Q4: 576,040 shares 576,040 $52.7M 0.85% -72,330 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: 158,657 shares; 2024Q4: 158,114 shares; 2025Q1: 132,241 shares; 2025Q2: 135,767 shares; 2025Q3: 139,853 shares; 2025Q4: 144,221 shares 144,221 $50.6M 0.81% +4,368 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 785,754 shares; 2024Q4: 782,295 shares; 2025Q1: 791,326 shares; 2025Q2: 997,705 shares; 2025Q3: 990,822 shares; 2025Q4: 988,339 shares 988,339 $50.2M 0.81% -2,483 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 294,282 shares; 2024Q4: 231,534 shares; 2025Q1: 195,752 shares; 2025Q2: 196,637 shares; 2025Q3: 170,190 shares; 2025Q4: 141,565 shares 141,565 $50M 0.81% -28,625 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,141,462 shares; 2024Q4: 1,077,299 shares; 2025Q1: 1,078,122 shares; 2025Q2: 1,084,428 shares; 2025Q3: 1,079,516 shares; 2025Q4: 1,071,357 shares 1,071,357 $49M 0.79% -8,159 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 321,679 shares; 2024Q4: 331,873 shares; 2025Q1: 346,618 shares; 2025Q2: 358,446 shares; 2025Q3: 380,910 shares; 2025Q4: 485,539 shares 485,539 $48.4M 0.78% +104,629 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: 18,105 shares; 2024Q4: 15,721 shares; 2025Q1: 16,995 shares; 2025Q2: 80,933 shares; 2025Q3: 83,620 shares; 2025Q4: 104,497 shares 104,497 $47M 0.76% +20,877 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 703,899 shares; 2024Q4: 903,826 shares; 2025Q1: 918,274 shares; 2025Q2: 942,285 shares; 2025Q3: 970,211 shares; 2025Q4: 867,434 shares 867,434 $46.5M 0.75% -102,777 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: 314,689 shares; 2024Q4: 322,979 shares; 2025Q1: 331,643 shares; 2025Q2: 335,599 shares; 2025Q3: 343,273 shares; 2025Q4: 322,422 shares 322,422 $46.2M 0.74% -20,851 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: 203,778 shares; 2024Q4: 251,397 shares; 2025Q1: 241,444 shares; 2025Q2: 239,941 shares; 2025Q3: 201,067 shares; 2025Q4: 202,216 shares 202,216 $45.8M 0.74% +1,149 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: 249,594 shares; 2024Q4: 262,238 shares; 2025Q1: 282,298 shares; 2025Q2: 299,332 shares; 2025Q3: 384,404 shares; 2025Q4: 405,696 shares 405,696 $45.8M 0.74% +21,292 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 704,380 shares; 2024Q4: 722,501 shares; 2025Q1: 753,241 shares; 2025Q2: 756,668 shares; 2025Q3: 754,819 shares; 2025Q4: 519,972 shares 519,972 $45.5M 0.73% -234,847 Timeline IBDS 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: 3,501,687 shares; 2024Q4: 3,724,293 shares; 2025Q1: 4,014,148 shares; 2025Q2: 4,212,231 shares; 2025Q3: 4,409,133 shares; 2025Q4: 1,841,812 shares 1,841,812 $44.7M 0.72% -2,567,321 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: 154,536 shares; 2024Q4: 159,199 shares; 2025Q1: 167,027 shares; 2025Q2: 177,499 shares; 2025Q3: 192,705 shares; 2025Q4: 196,585 shares 196,585 $43.2M 0.7% +3,880 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: 136,151 shares; 2024Q4: 141,710 shares; 2025Q1: 148,590 shares; 2025Q2: 153,291 shares; 2025Q3: 158,730 shares; 2025Q4: 163,023 shares 163,023 $42.8M 0.69% +4,293 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: 13,698 shares; 2024Q4: 14,024 shares; 2025Q1: 15,341 shares; 2025Q2: 16,140 shares; 2025Q3: 19,516 shares; 2025Q4: 21,178 shares 21,178 $42.7M 0.69% +1,662 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 325,003 shares; 2024Q4: 410,037 shares; 2025Q1: 425,301 shares; 2025Q2: 431,359 shares; 2025Q3: 520,428 shares; 2025Q4: 525,449 shares 525,449 $42.1M 0.68% +5,021 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: 1,439,745 shares; 2024Q4: 1,396,440 shares; 2025Q1: 1,413,472 shares; 2025Q2: 1,394,427 shares; 2025Q3: 1,535,361 shares; 2025Q4: 1,640,726 shares 1,640,726 $40.9M 0.66% +105,365 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: 264,267 shares; 2024Q4: 265,725 shares; 2025Q1: 273,586 shares; 2025Q2: 277,035 shares; 2025Q3: 282,432 shares; 2025Q4: 282,886 shares 282,886 $40.6M 0.65% +454 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: 613,556 shares 613,556 $40.1M 0.65% new 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: 275,572 shares; 2024Q4: 277,853 shares; 2025Q1: 245,493 shares; 2025Q2: 243,670 shares; 2025Q3: 141,596 shares; 2025Q4: 146,588 shares 146,588 $39.3M 0.63% +4,992 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: 99,927 shares; 2024Q4: 98,607 shares; 2025Q1: 86,729 shares; 2025Q2: 87,596 shares; 2025Q3: 108,872 shares; 2025Q4: 113,192 shares 113,192 $38.9M 0.63% +4,320 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: not reported; 2024Q4: not reported; 2025Q1: 534,512 shares; 2025Q2: 540,747 shares; 2025Q3: 674,603 shares; 2025Q4: 680,843 shares 680,843 $38.4M 0.62% +6,240 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: 209,028 shares; 2024Q4: 206,875 shares; 2025Q1: 165,676 shares; 2025Q2: 191,532 shares; 2025Q3: 203,283 shares; 2025Q4: 211,668 shares 211,668 $36.7M 0.59% +8,385 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190,854 shares; 2024Q4: 256,722 shares; 2025Q1: 267,546 shares; 2025Q2: 273,724 shares; 2025Q3: 281,430 shares; 2025Q4: 284,073 shares 284,073 $36.2M 0.58% +2,643 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: 190,648 shares; 2024Q4: 190,433 shares; 2025Q1: 175,346 shares; 2025Q2: 176,520 shares; 2025Q3: 106,937 shares; 2025Q4: 96,529 shares 96,529 $33.4M 0.54% -10,408 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: 272,993 shares; 2024Q4: 275,700 shares; 2025Q1: 276,998 shares; 2025Q2: 277,864 shares; 2025Q3: 296,723 shares; 2025Q4: 289,123 shares 289,123 $32.4M 0.52% -7,600 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,440,716 shares; 2024Q4: 1,481,732 shares; 2025Q1: 1,530,843 shares; 2025Q2: 1,543,773 shares; 2025Q3: 1,555,309 shares; 2025Q4: 1,568,369 shares 1,568,369 $31.7M 0.51% +13,060 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: 504,397 shares; 2024Q4: 515,240 shares; 2025Q1: 545,239 shares; 2025Q2: 359,143 shares; 2025Q3: 373,926 shares; 2025Q4: 385,326 shares 385,326 $31.5M 0.51% +11,400 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: 6,442 shares; 2024Q4: 7,752 shares; 2025Q1: 8,942 shares; 2025Q2: 507,368 shares; 2025Q3: 507,769 shares; 2025Q4: 500,552 shares 500,552 $31.3M 0.5% -7,217 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: 94,229 shares; 2024Q4: 93,609 shares; 2025Q1: 58,665 shares; 2025Q2: 59,237 shares; 2025Q3: 60,862 shares; 2025Q4: 64,220 shares 64,220 $31.1M 0.5% +3,358 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 131,269 shares 131,269 $28.8M 0.46% new Timeline SPSB 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: 959,994 shares; 2025Q1: 943,205 shares; 2025Q2: 943,302 shares; 2025Q3: 940,810 shares; 2025Q4: 938,292 shares 938,292 $28.3M 0.46% -2,518 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,724 shares; 2024Q4: 169,266 shares; 2025Q1: 185,600 shares; 2025Q2: 193,047 shares; 2025Q3: 195,123 shares; 2025Q4: 205,904 shares 205,904 $27.9M 0.45% +10,781 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: 117,657 shares; 2024Q4: 122,168 shares; 2025Q1: 213,836 shares; 2025Q2: 217,636 shares; 2025Q3: 223,431 shares; 2025Q4: 226,965 shares 226,965 $27.3M 0.44% +3,534 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: 426,832 shares; 2024Q4: 439,266 shares; 2025Q1: 456,916 shares; 2025Q2: 572,870 shares; 2025Q3: 581,343 shares; 2025Q4: 576,349 shares 576,349 $26.8M 0.43% -4,994 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: 223,521 shares; 2024Q4: 221,797 shares; 2025Q1: 223,591 shares; 2025Q2: 227,479 shares; 2025Q3: 165,056 shares; 2025Q4: 168,427 shares 168,427 $26M 0.42% +3,371 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: 70,491 shares; 2024Q4: 70,965 shares; 2025Q1: 72,260 shares; 2025Q2: 73,996 shares; 2025Q3: 75,217 shares; 2025Q4: 76,042 shares 76,042 $24.2M 0.39% +825 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,476 shares; 2024Q4: 59,288 shares; 2025Q1: 59,909 shares; 2025Q2: 60,546 shares; 2025Q3: 62,848 shares; 2025Q4: 66,377 shares 66,377 $22.4M 0.36% +3,529 Timeline SPEM 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: 43,961 shares; 2024Q4: 11,993 shares; 2025Q1: 11,558 shares; 2025Q2: 416,459 shares; 2025Q3: 417,164 shares; 2025Q4: 410,851 shares 410,851 $19.2M 0.31% -6,313 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: 22,943 shares; 2024Q4: 22,500 shares; 2025Q1: 24,237 shares; 2025Q2: 24,578 shares; 2025Q3: 24,297 shares; 2025Q4: 24,341 shares 24,341 $16.1M 0.26% +44 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL 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: 1,047,050 shares; 2025Q4: 1,043,735 shares 1,043,735 $15.6M 0.25% -3,315 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 454,304 shares; 2025Q1: 470,266 shares; 2025Q2: 355,535 shares; 2025Q3: 339,605 shares; 2025Q4: 341,588 shares 341,588 $15.3M 0.25% +1,983 Timeline IVLU 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: 87,493 shares; 2024Q4: 24,835 shares; 2025Q1: 23,975 shares; 2025Q2: 23,975 shares; 2025Q3: 17,395 shares; 2025Q4: 390,271 shares 390,271 $14.8M 0.24% +372,876 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS 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: 146,347 shares 146,347 $14.3M 0.23% new 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: 56,943 shares; 2024Q4: 55,721 shares; 2025Q1: 3,687 shares; 2025Q2: 17,814 shares; 2025Q3: 51,157 shares; 2025Q4: 50,875 shares 50,875 $13.1M 0.21% -282 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: 86,563 shares; 2024Q4: 86,564 shares; 2025Q1: 86,576 shares; 2025Q2: 86,645 shares; 2025Q3: 87,658 shares; 2025Q4: 88,417 shares 88,417 $11.7M 0.19% +759 Timeline RWR 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: 87,944 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 118,311 shares; 2025Q4: 117,096 shares 117,096 $11.5M 0.19% -1,215 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: 28,422 shares; 2024Q4: 26,323 shares; 2025Q1: 27,739 shares; 2025Q2: 30,054 shares; 2025Q3: 29,263 shares; 2025Q4: 30,996 shares 30,996 $9.7M 0.16% +1,733 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: 10,370 shares; 2024Q4: 17,216 shares; 2025Q1: 15,044 shares; 2025Q2: 14,757 shares; 2025Q3: 24,960 shares; 2025Q4: 15,219 shares 15,219 $9.35M 0.15% -9,741 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: 432,711 shares; 2024Q4: 404,076 shares; 2025Q1: 73,565 shares; 2025Q2: 71,489 shares; 2025Q3: 71,147 shares; 2025Q4: 66,898 shares 66,898 $8.25M 0.13% -4,249 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,376 shares; 2024Q4: 78,954 shares; 2025Q1: 91,079 shares; 2025Q2: 89,362 shares; 2025Q3: 90,227 shares; 2025Q4: 109,917 shares 109,917 $8.08M 0.13% +19,690 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: 10,966 shares; 2024Q4: 14,223 shares; 2025Q1: 14,185 shares; 2025Q2: 47,356 shares; 2025Q3: 90,196 shares; 2025Q4: 98,613 shares 98,613 $8M 0.13% +8,417 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: 61,529 shares; 2024Q4: 61,904 shares; 2025Q1: 64,806 shares; 2025Q2: 64,223 shares; 2025Q3: 64,551 shares; 2025Q4: 65,761 shares 65,761 $7.33M 0.12% +1,210 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: 6,702 shares; 2024Q4: 6,693 shares; 2025Q1: 6,891 shares; 2025Q2: 6,968 shares; 2025Q3: 7,014 shares; 2025Q4: 72,769 shares 72,769 $6.82M 0.11% +65,755 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: 5,687 shares; 2024Q4: 5,426 shares; 2025Q1: 6,318 shares; 2025Q2: 6,747 shares; 2025Q3: 5,825 shares; 2025Q4: 6,223 shares 6,223 $6.69M 0.11% +398 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: 29,744 shares; 2025Q1: 29,927 shares; 2025Q2: 30,134 shares; 2025Q3: 30,013 shares; 2025Q4: 38,411 shares 38,411 $6.58M 0.11% +8,398 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: 8 shares; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 8 shares 8 $6.04M 0.1% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,730 shares; 2024Q4: 23,736 shares; 2025Q1: 22,714 shares; 2025Q2: 23,268 shares; 2025Q3: 32,145 shares; 2025Q4: 29,860 shares 29,860 $5.82M 0.09% -2,285 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: 6,066 shares; 2024Q4: 6,224 shares; 2025Q1: 6,374 shares; 2025Q2: 6,175 shares; 2025Q3: 6,306 shares; 2025Q4: 6,354 shares 6,354 $4.79M 0.08% +48 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: 49,188 shares; 2024Q4: 41,479 shares; 2025Q1: 22,958 shares; 2025Q2: 25,520 shares; 2025Q3: 21,990 shares; 2025Q4: 21,761 shares 21,761 $4.5M 0.07% -229 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: 400,116 shares; 2024Q4: 376,263 shares; 2025Q1: 74,768 shares; 2025Q2: 72,090 shares; 2025Q3: 71,520 shares; 2025Q4: 67,805 shares 67,805 $4.48M 0.07% -3,715 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: 34,581 shares; 2024Q4: 33,458 shares; 2025Q1: 133,146 shares; 2025Q2: 146,867 shares; 2025Q3: 132,961 shares; 2025Q4: 139,257 shares 139,257 $4.46M 0.07% +6,296 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: 3,268 shares; 2024Q4: 3,962 shares; 2025Q1: 4,101 shares; 2025Q2: 4,070 shares; 2025Q3: 4,521 shares; 2025Q4: 4,958 shares 4,958 $4.28M 0.07% +437 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: 32,578 shares; 2024Q4: 32,585 shares; 2025Q1: 32,605 shares; 2025Q2: 32,722 shares; 2025Q3: 32,671 shares; 2025Q4: 31,635 shares 31,635 $3.96M 0.06% -1,036 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: 19,610 shares; 2024Q4: 19,277 shares; 2025Q1: 21,697 shares; 2025Q2: 23,435 shares; 2025Q3: 18,820 shares; 2025Q4: 20,779 shares 20,779 $3.81M 0.06% +1,959 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: 16,985 shares; 2024Q4: 22,219 shares; 2025Q1: 24,941 shares; 2025Q2: 24,343 shares; 2025Q3: 20,047 shares; 2025Q4: 20,859 shares 20,859 $3.71M 0.06% +812 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: 7,423 shares; 2024Q4: 8,627 shares; 2025Q1: 8,202 shares; 2025Q2: 7,952 shares; 2025Q3: 10,283 shares; 2025Q4: 10,261 shares 10,261 $3.44M 0.06% -22 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: 33,288 shares; 2024Q4: 116,768 shares; 2025Q1: 120,136 shares; 2025Q2: 129,371 shares; 2025Q3: 123,485 shares; 2025Q4: 122,697 shares 122,697 $3.3M 0.05% -788 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: 10,551 shares; 2024Q4: 10,650 shares; 2025Q1: 10,593 shares; 2025Q2: 10,637 shares; 2025Q3: 10,945 shares; 2025Q4: 22,022 shares 22,022 $3.17M 0.05% +11,077 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: 4,399 shares; 2024Q4: 5,197 shares; 2025Q1: 5,076 shares; 2025Q2: 4,402 shares; 2025Q3: 4,835 shares; 2025Q4: 4,919 shares 4,919 $3.09M 0.05% +84 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: 3,310 shares; 2024Q4: 3,459 shares; 2025Q1: 3,444 shares; 2025Q2: 3,123 shares; 2025Q3: 3,295 shares; 2025Q4: 4,367 shares 4,367 $2.99M 0.05% +1,072 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: 29,897 shares; 2024Q4: 29,845 shares; 2025Q1: 29,856 shares; 2025Q2: 29,862 shares; 2025Q3: 29,857 shares; 2025Q4: 29,753 shares 29,753 $2.97M 0.05% -104 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: 26,755 shares; 2024Q4: 32,366 shares; 2025Q1: 31,854 shares; 2025Q2: 31,588 shares; 2025Q3: 31,170 shares; 2025Q4: 31,255 shares 31,255 $2.93M 0.05% +85 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,662 shares; 2024Q4: 19,418 shares; 2025Q1: 19,354 shares; 2025Q2: 19,373 shares; 2025Q3: 19,294 shares; 2025Q4: 19,294 shares 19,294 $2.92M 0.05% 0 Timeline AAON AAON INC More: the full row for AAON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,944 shares; 2024Q4: 37,001 shares; 2025Q1: 37,001 shares; 2025Q2: 36,591 shares; 2025Q3: 36,043 shares; 2025Q4: 35,964 shares 35,964 $2.74M 0.04% -79 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: 5,137 shares; 2024Q4: 5,446 shares; 2025Q1: 7,418 shares; 2025Q2: 6,804 shares; 2025Q3: 10,873 shares; 2025Q4: 11,847 shares 11,847 $2.54M 0.04% +974 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: 66,777 shares; 2024Q4: 75,974 shares; 2025Q1: 77,077 shares; 2025Q2: 8,689 shares; 2025Q3: 8,981 shares; 2025Q4: 7,092 shares 7,092 $2.34M 0.04% -1,889 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,839 shares; 2025Q3: 36,264 shares; 2025Q4: 36,010 shares 36,010 $2.32M 0.04% -254 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: 7,491 shares; 2024Q4: 7,491 shares; 2025Q1: 8,062 shares; 2025Q2: 7,484 shares; 2025Q3: 7,562 shares; 2025Q4: 14,487 shares 14,487 $2.32M 0.04% +6,925 Timeline ARLP ALLIANCE RESOURCE PARTNERS L More: the full row for ALLIANCE RESOURCE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,024 shares; 2024Q4: 99,024 shares; 2025Q1: 99,024 shares; 2025Q2: 99,024 shares; 2025Q3: 99,024 shares; 2025Q4: 99,024 shares 99,024 $2.3M 0.04% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,833 shares; 2024Q4: 43,226 shares; 2025Q1: 44,685 shares; 2025Q2: 45,917 shares; 2025Q3: 40,693 shares; 2025Q4: 39,971 shares 39,971 $2.2M 0.04% -722 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,640 shares; 2024Q4: 46,640 shares; 2025Q1: 46,873 shares; 2025Q2: 47,319 shares; 2025Q3: 46,851 shares; 2025Q4: 46,751 shares 46,751 $2.19M 0.04% -100 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: 2,908 shares; 2024Q4: 2,973 shares; 2025Q1: 3,675 shares; 2025Q2: 3,209 shares; 2025Q3: 3,244 shares; 2025Q4: 3,711 shares 3,711 $2.13M 0.03% +467 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: 33,814 shares; 2024Q4: 89,973 shares; 2025Q1: 83,165 shares; 2025Q2: 82,294 shares; 2025Q3: 80,954 shares; 2025Q4: 80,962 shares 80,962 $2.12M 0.03% +8 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,233 shares; 2024Q4: 14,878 shares; 2025Q1: 14,707 shares; 2025Q2: 14,640 shares; 2025Q3: 14,706 shares; 2025Q4: 15,701 shares 15,701 $2.03M 0.03% +995 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: 14,376 shares; 2024Q4: 15,176 shares; 2025Q1: 14,358 shares; 2025Q2: 13,743 shares; 2025Q3: 13,743 shares; 2025Q4: 14,002 shares 14,002 $2.01M 0.03% +259 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: 1,810 shares; 2024Q4: 3,603 shares; 2025Q1: 6,243 shares; 2025Q2: 4,298 shares; 2025Q3: 5,071 shares; 2025Q4: 5,050 shares 5,050 $2M 0.03% -21 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: 8,556 shares; 2024Q4: 8,781 shares; 2025Q1: 9,456 shares; 2025Q2: 9,456 shares; 2025Q3: 9,052 shares; 2025Q4: 9,023 shares 9,023 $1.98M 0.03% -29 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: 6,561 shares; 2024Q4: 6,548 shares; 2025Q1: 7,042 shares; 2025Q2: 6,640 shares; 2025Q3: 6,554 shares; 2025Q4: 6,333 shares 6,333 $1.94M 0.03% -221 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: 4,387 shares; 2024Q4: 4,606 shares; 2025Q1: 4,542 shares; 2025Q2: 6,970 shares; 2025Q3: 10,639 shares; 2025Q4: 10,658 shares 10,658 $1.82M 0.03% +19 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: 5,490 shares; 2024Q4: 5,728 shares; 2025Q1: 5,827 shares; 2025Q2: 5,907 shares; 2025Q3: 4,868 shares; 2025Q4: 5,830 shares 5,830 $1.8M 0.03% +962 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: 2,198 shares; 2024Q4: 3,398 shares; 2025Q1: 6,961 shares; 2025Q2: 3,469 shares; 2025Q3: 3,518 shares; 2025Q4: 5,904 shares 5,904 $1.79M 0.03% +2,386 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: not reported; 2025Q1: 2,273 shares; 2025Q2: 2,279 shares; 2025Q3: 2,292 shares; 2025Q4: 2,298 shares 2,298 $1.55M 0.02% +6 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: 1,072 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,995 shares; 2025Q3: 6,989 shares; 2025Q4: 6,987 shares 6,987 $1.52M 0.02% -2 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: 9,656 shares; 2024Q4: 10,432 shares; 2025Q1: 10,385 shares; 2025Q2: 9,479 shares; 2025Q3: 8,238 shares; 2025Q4: 8,901 shares 8,901 $1.45M 0.02% +663 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,692 shares; 2024Q4: 4,692 shares; 2025Q1: 4,692 shares; 2025Q2: 4,692 shares; 2025Q3: 4,692 shares; 2025Q4: 4,692 shares 4,692 $1.4M 0.02% 0 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: 13,604 shares; 2024Q4: 42,373 shares; 2025Q1: 40,727 shares; 2025Q2: 42,248 shares; 2025Q3: 44,388 shares; 2025Q4: 50,988 shares 50,988 $1.4M 0.02% +6,600 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: 4,788 shares; 2024Q4: 4,103 shares; 2025Q1: 4,136 shares; 2025Q2: 4,147 shares; 2025Q3: 4,148 shares; 2025Q4: 4,148 shares 4,148 $1.4M 0.02% 0 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: 1,206 shares; 2024Q4: 1,448 shares; 2025Q1: 1,251 shares; 2025Q2: 1,251 shares; 2025Q3: 1,561 shares; 2025Q4: 5,626 shares 5,626 $1.39M 0.02% +4,065 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: 5,650 shares; 2024Q4: 24,647 shares; 2025Q1: 25,182 shares; 2025Q2: 27,296 shares; 2025Q3: 41,773 shares; 2025Q4: 42,260 shares 42,260 $1.38M 0.02% +487 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: 5,310 shares; 2024Q4: 5,316 shares; 2025Q1: 5,309 shares; 2025Q2: 5,332 shares; 2025Q3: 5,310 shares; 2025Q4: 5,318 shares 5,318 $1.37M 0.02% +8 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: 1,888 shares; 2024Q4: 1,975 shares; 2025Q1: 2,012 shares; 2025Q2: 2,011 shares; 2025Q3: 3,143 shares; 2025Q4: 2,906 shares 2,906 $1.36M 0.02% -237 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: 9,143 shares; 2024Q4: 8,933 shares; 2025Q1: 9,184 shares; 2025Q2: 9,212 shares; 2025Q3: 8,192 shares; 2025Q4: 8,193 shares 8,193 $1.32M 0.02% +1 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,947 shares; 2024Q4: 6,162 shares; 2025Q1: 5,607 shares; 2025Q2: 10,581 shares; 2025Q3: 13,216 shares; 2025Q4: 29,242 shares 29,242 $1.31M 0.02% +16,026 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: 9,188 shares; 2024Q4: 9,188 shares; 2025Q1: 9,538 shares; 2025Q2: 9,188 shares; 2025Q3: 9,412 shares; 2025Q4: 9,307 shares 9,307 $1.3M 0.02% -105 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,157 shares; 2024Q4: 61,485 shares; 2025Q1: 69,148 shares; 2025Q2: 66,510 shares; 2025Q3: 66,545 shares; 2025Q4: 75,980 shares 75,980 $1.25M 0.02% +9,435 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,222 shares; 2025Q1: 9,004 shares; 2025Q2: 24,897 shares; 2025Q3: 28,522 shares; 2025Q4: 25,090 shares 25,090 $1.25M 0.02% -3,432 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,711 shares; 2024Q4: 15,225 shares; 2025Q1: 14,891 shares; 2025Q2: 15,003 shares; 2025Q3: 14,876 shares; 2025Q4: 14,981 shares 14,981 $1.19M 0.02% +105 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: 2,174 shares; 2024Q4: 2,174 shares; 2025Q1: 2,174 shares; 2025Q2: 2,191 shares; 2025Q3: 2,441 shares; 2025Q4: 2,441 shares 2,441 $1.16M 0.02% 0 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,598 shares; 2024Q4: 1,561 shares; 2025Q1: 1,562 shares; 2025Q2: 1,564 shares; 2025Q3: 2,157 shares; 2025Q4: 2,248 shares 2,248 $1.1M 0.02% +91 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: 9,681 shares; 2024Q4: 9,487 shares; 2025Q1: 11,054 shares; 2025Q2: 10,720 shares; 2025Q3: 9,471 shares; 2025Q4: 9,353 shares 9,353 $1.06M 0.02% -118 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: 6,400 shares; 2024Q4: 6,910 shares; 2025Q1: 7,126 shares; 2025Q2: 7,180 shares; 2025Q3: 6,647 shares; 2025Q4: 6,584 shares 6,584 $1.06M 0.02% -63 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: 7,388 shares; 2024Q4: 7,353 shares; 2025Q1: 6,792 shares; 2025Q2: 6,308 shares; 2025Q3: 9,114 shares; 2025Q4: 9,958 shares 9,958 $1.05M 0.02% +844 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,842 shares; 2024Q4: 1,838 shares; 2025Q1: 1,948 shares; 2025Q2: 1,991 shares; 2025Q3: 2,023 shares; 2025Q4: 4,336 shares 4,336 $1.05M 0.02% +2,313 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: 16,948 shares; 2024Q4: 18,236 shares; 2025Q1: 18,754 shares; 2025Q2: 18,208 shares; 2025Q3: 18,347 shares; 2025Q4: 18,076 shares 18,076 $1.04M 0.02% -271 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: 66,892 shares; 2024Q4: 65,183 shares; 2025Q1: 22,410 shares; 2025Q2: 22,468 shares; 2025Q3: 20,724 shares; 2025Q4: 20,311 shares 20,311 $1.03M 0.02% -413 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,595 shares; 2024Q4: 2,595 shares; 2025Q1: 2,595 shares; 2025Q2: 2,595 shares; 2025Q3: 2,595 shares; 2025Q4: 2,595 shares 2,595 $1.02M 0.02% 0 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: 12,703 shares; 2024Q4: 12,566 shares; 2025Q1: 12,340 shares; 2025Q2: 12,598 shares; 2025Q3: 17,891 shares; 2025Q4: 18,279 shares 18,279 $986K 0.02% +388 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,283 shares; 2024Q4: 7,731 shares; 2025Q1: 7,731 shares; 2025Q2: 10,212 shares; 2025Q3: 8,455 shares; 2025Q4: 8,455 shares 8,455 $975K 0.02% 0 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: 2,465 shares; 2025Q3: 4,800 shares; 2025Q4: 4,800 shares 4,800 $895K 0.01% 0 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,710 shares; 2024Q4: 18,628 shares; 2025Q1: 18,628 shares; 2025Q2: 18,628 shares; 2025Q3: 18,628 shares; 2025Q4: 18,628 shares 18,628 $889K 0.01% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,117 shares; 2024Q4: 4,155 shares; 2025Q1: 4,150 shares; 2025Q2: 4,150 shares; 2025Q3: 4,150 shares; 2025Q4: 4,150 shares 4,150 $880K 0.01% 0 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 815,311 shares; 2024Q4: 24,316 shares; 2025Q1: 24,886 shares; 2025Q2: 26,000 shares; 2025Q3: 24,907 shares; 2025Q4: 23,708 shares 23,708 $868K 0.01% -1,199 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: 1,247 shares; 2024Q4: 1,400 shares; 2025Q1: 1,410 shares; 2025Q2: 1,455 shares; 2025Q3: 1,497 shares; 2025Q4: 1,467 shares 1,467 $837K 0.01% -30 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,235 shares; 2025Q4: 9,735 shares 9,735 $835K 0.01% +1,500 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: 5,300 shares; 2024Q4: 5,304 shares; 2025Q1: 5,307 shares; 2025Q2: 5,310 shares; 2025Q3: 5,313 shares; 2025Q4: 5,413 shares 5,413 $805K 0.01% +100 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: 8,492 shares; 2024Q4: 8,074 shares; 2025Q1: 7,795 shares; 2025Q2: 7,019 shares; 2025Q3: 7,023 shares; 2025Q4: 6,821 shares 6,821 $799K 0.01% -202 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: 5,144 shares; 2024Q4: 5,599 shares; 2025Q1: 5,603 shares; 2025Q2: 5,335 shares; 2025Q3: 5,117 shares; 2025Q4: 4,819 shares 4,819 $784K 0.01% -298 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,470 shares; 2024Q4: 1,471 shares; 2025Q1: 872 shares; 2025Q2: 885 shares; 2025Q3: 932 shares; 2025Q4: 936 shares 936 $768K 0.01% +4 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,436 shares; 2024Q4: 4,287 shares; 2025Q1: 4,949 shares; 2025Q2: 4,050 shares; 2025Q3: 4,045 shares; 2025Q4: 3,998 shares 3,998 $764K 0.01% -47 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: 9,452 shares; 2024Q4: 9,452 shares; 2025Q1: 9,471 shares; 2025Q2: 9,495 shares; 2025Q3: 9,466 shares; 2025Q4: 9,595 shares 9,595 $758K 0.01% +129 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: 405 shares; 2024Q4: 512 shares; 2025Q1: 547 shares; 2025Q2: 452 shares; 2025Q3: 482 shares; 2025Q4: 840 shares 840 $738K 0.01% +358 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: 3,731 shares; 2024Q4: 3,771 shares; 2025Q1: 4,086 shares; 2025Q2: 4,129 shares; 2025Q3: 4,584 shares; 2025Q4: 6,223 shares 6,223 $726K 0.01% +1,639 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: 29,442 shares; 2024Q4: 29,677 shares; 2025Q1: 20,928 shares; 2025Q2: 20,895 shares; 2025Q3: 20,587 shares; 2025Q4: 20,878 shares 20,878 $725K 0.01% +291 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: 8,710 shares; 2024Q4: 8,710 shares; 2025Q1: 10,122 shares; 2025Q2: 10,122 shares; 2025Q3: 10,122 shares; 2025Q4: 10,122 shares 10,122 $723K 0.01% 0 Timeline DFAC 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: 30,716 shares; 2024Q4: 20,036 shares; 2025Q1: 18,497 shares; 2025Q2: 17,909 shares; 2025Q3: 17,909 shares; 2025Q4: 17,909 shares 17,909 $709K 0.01% 0 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40,828 shares 40,828 $708K 0.01% new 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: 2,126 shares; 2024Q4: 2,404 shares; 2025Q1: 2,127 shares; 2025Q2: 2,131 shares; 2025Q3: 2,124 shares; 2025Q4: 2,131 shares 2,131 $698K 0.01% +7 Timeline IMTM 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: 69,348 shares; 2024Q4: 19,823 shares; 2025Q1: 19,173 shares; 2025Q2: 19,219 shares; 2025Q3: 14,359 shares; 2025Q4: 14,359 shares 14,359 $689K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,316 shares 1,316 $688K 0.01% new Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,771 shares; 2024Q4: 25,224 shares; 2025Q1: 19,188 shares; 2025Q2: 24,928 shares; 2025Q3: 22,473 shares; 2025Q4: 27,528 shares 27,528 $684K 0.01% +5,055 Timeline CWB 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: 6,645 shares; 2024Q4: 7,661 shares; 2025Q1: 7,645 shares; 2025Q2: 7,645 shares; 2025Q3: 7,645 shares; 2025Q4: 7,645 shares 7,645 $682K 0.01% 0 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,530 shares; 2025Q4: 1,528 shares 1,528 $682K 0.01% -2 IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,327 shares; 2024Q4: 26,327 shares; 2025Q1: 26,337 shares; 2025Q2: 26,327 shares; 2025Q3: 25,770 shares; 2025Q4: 17,280 shares 17,280 $681K 0.01% -8,490 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,206 shares; 2025Q1: 4,348 shares; 2025Q2: 4,361 shares; 2025Q3: 4,347 shares; 2025Q4: 4,618 shares 4,618 $669K 0.01% +271 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: not reported; 2024Q4: not reported; 2025Q1: 1,429 shares; 2025Q2: 1,751 shares; 2025Q3: 1,756 shares; 2025Q4: 1,743 shares 1,743 $668K 0.01% -13 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: 99,921 shares; 2024Q4: 99,494 shares; 2025Q1: 100,324 shares; 2025Q2: 100,222 shares; 2025Q3: not reported; 2025Q4: 1,141 shares 1,141 $661K 0.01% new 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: 2,937 shares; 2024Q4: 2,737 shares; 2025Q1: 2,744 shares; 2025Q2: 3,294 shares; 2025Q3: 3,274 shares; 2025Q4: 7,615 shares 7,615 $641K 0.01% +4,341 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,720 shares 11,720 $641K 0.01% new 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: 6,118 shares; 2024Q4: 6,118 shares; 2025Q1: 5,300 shares; 2025Q2: 5,314 shares; 2025Q3: 5,336 shares; 2025Q4: 5,437 shares 5,437 $639K 0.01% +101 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,000 shares; 2024Q4: 6,000 shares; 2025Q1: 6,008 shares; 2025Q2: 6,008 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares 6,000 $632K 0.01% 0 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: 721 shares; 2025Q1: 697 shares; 2025Q2: 682 shares; 2025Q3: 557 shares; 2025Q4: 589 shares 589 $631K 0.01% +32 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: 2,031 shares; 2024Q4: 2,019 shares; 2025Q1: 2,084 shares; 2025Q2: 2,116 shares; 2025Q3: 1,772 shares; 2025Q4: 1,693 shares 1,693 $626K 0.01% -79 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,912 shares; 2024Q4: 7,714 shares; 2025Q1: 7,679 shares; 2025Q2: 7,680 shares; 2025Q3: 7,668 shares; 2025Q4: 7,701 shares 7,701 $618K 0.01% +33 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: not reported; 2024Q4: 786 shares; 2025Q1: 873 shares; 2025Q2: 807 shares; 2025Q3: not reported; 2025Q4: 2,328 shares 2,328 $617K 0.01% new 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: 554 shares; 2024Q4: 554 shares; 2025Q1: 533 shares; 2025Q2: 761 shares; 2025Q3: 409 shares; 2025Q4: 3,995 shares 3,995 $612K 0.01% +3,586 Timeline DDS DILLARDS INC More: the full row for DILLARDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,281 shares; 2024Q4: 1,224 shares; 2025Q1: 1,224 shares; 2025Q2: 1,160 shares; 2025Q3: 1,005 shares; 2025Q4: 1,007 shares 1,007 $611K 0.01% +2 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: 3,170 shares; 2025Q1: 3,784 shares; 2025Q2: 6,692 shares; 2025Q3: 5,252 shares; 2025Q4: 6,431 shares 6,431 $599K 0.01% +1,179 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,250 shares; 2024Q4: 13,251 shares; 2025Q1: 13,361 shares; 2025Q2: 17,402 shares; 2025Q3: 18,457 shares; 2025Q4: 22,813 shares 22,813 $597K 0.01% +4,356 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,184 shares; 2025Q4: 2,162 shares 2,162 $595K 0.01% +978 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,779 shares; 2025Q4: 13,387 shares 13,387 $595K 0.01% +6,608 Timeline DFUV 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: 7,919 shares; 2024Q4: 7,919 shares; 2025Q1: 12,628 shares; 2025Q2: 12,628 shares; 2025Q3: 12,628 shares; 2025Q4: 12,628 shares 12,628 $588K 0.01% 0 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE 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: 6,590 shares; 2025Q3: 6,590 shares; 2025Q4: 7,952 shares 7,952 $578K 0.01% +1,362 Timeline FNDX 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: 9,727 shares; 2024Q4: 27,189 shares; 2025Q1: 21,558 shares; 2025Q2: 14,340 shares; 2025Q3: 19,779 shares; 2025Q4: 21,155 shares 21,155 $576K 0.01% +1,376 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,030 shares; 2024Q4: 989 shares; 2025Q1: 1,002 shares; 2025Q2: 999 shares; 2025Q3: 1,003 shares; 2025Q4: 1,008 shares 1,008 $575K 0.01% +5 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: 2,628 shares; 2024Q4: 2,649 shares; 2025Q1: 3,822 shares; 2025Q2: 3,061 shares; 2025Q3: 2,963 shares; 2025Q4: 2,964 shares 2,964 $568K 0.01% +1 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,654 shares; 2024Q4: 3,678 shares; 2025Q1: 1,933 shares; 2025Q2: 1,823 shares; 2025Q3: 1,824 shares; 2025Q4: 1,824 shares 1,824 $525K 0.01% 0 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: 1,613 shares; 2024Q4: 1,725 shares; 2025Q1: 2,085 shares; 2025Q2: 1,725 shares; 2025Q3: 1,529 shares; 2025Q4: 1,630 shares 1,630 $513K 0.01% +101 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: 8,916 shares; 2024Q4: 9,186 shares; 2025Q1: 9,234 shares; 2025Q2: 8,684 shares; 2025Q3: 8,684 shares; 2025Q4: 9,199 shares 9,199 $504K 0.01% +515 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: 1,172 shares; 2024Q4: 1,045 shares; 2025Q1: 1,046 shares; 2025Q2: 1,054 shares; 2025Q3: 1,070 shares; 2025Q4: 1,070 shares 1,070 $500K 0.01% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,655 shares; 2024Q4: 2,655 shares; 2025Q1: 2,643 shares; 2025Q2: 2,667 shares; 2025Q3: 2,649 shares; 2025Q4: 2,657 shares 2,657 $493K 0.01% +8 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,673 shares; 2024Q4: 1,722 shares; 2025Q1: 1,703 shares; 2025Q2: 1,668 shares; 2025Q3: 1,668 shares; 2025Q4: 1,023 shares 1,023 $492K 0.01% -645 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: 7,268 shares; 2024Q4: 7,458 shares; 2025Q1: 7,898 shares; 2025Q2: 7,164 shares; 2025Q3: 6,440 shares; 2025Q4: 6,419 shares 6,419 $472K 0.01% -21 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,795 shares; 2024Q4: 1,795 shares; 2025Q1: 1,795 shares; 2025Q2: 1,797 shares; 2025Q3: 1,795 shares; 2025Q4: 1,795 shares 1,795 $469K 0.01% 0 Timeline IBOC INTERNATIONAL BANCSHARES COR More: the full row for INTERNATIONAL BANCSHARES COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,992 shares; 2024Q4: 6,992 shares; 2025Q1: 6,992 shares; 2025Q2: 6,992 shares; 2025Q3: 6,992 shares; 2025Q4: 6,992 shares 6,992 $465K 0.01% 0 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: 10,819 shares; 2024Q4: 5,932 shares; 2025Q1: 5,948 shares; 2025Q2: 5,403 shares; 2025Q3: 5,385 shares; 2025Q4: 5,385 shares 5,385 $459K 0.01% 0 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,225 shares; 2024Q4: 8,225 shares; 2025Q1: 8,225 shares; 2025Q2: 8,225 shares; 2025Q3: 8,225 shares; 2025Q4: 8,225 shares 8,225 $454K 0.01% 0 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN 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: 55,837 shares 55,837 $453K 0.01% new Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,308 shares; 2025Q3: 12,227 shares; 2025Q4: 16,445 shares 16,445 $452K 0.01% +4,218 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,714 shares; 2024Q4: 13,715 shares; 2025Q1: 10,645 shares; 2025Q2: 10,651 shares; 2025Q3: 10,663 shares; 2025Q4: 10,766 shares 10,766 $445K 0.01% +103 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: 9,041 shares; 2024Q4: 8,999 shares; 2025Q1: 9,039 shares; 2025Q2: 13,685 shares; 2025Q3: 12,243 shares; 2025Q4: 12,251 shares 12,251 $444K 0.01% +8 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: 9,697 shares; 2024Q4: 9,697 shares; 2025Q1: 9,697 shares; 2025Q2: 9,697 shares; 2025Q3: 9,697 shares; 2025Q4: 9,697 shares 9,697 $441K 0.01% 0 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,933 shares; 2024Q4: 1,933 shares; 2025Q1: 2,049 shares; 2025Q2: 1,571 shares; 2025Q3: 1,571 shares; 2025Q4: 1,867 shares 1,867 $420K 0.01% +296 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: 4,700 shares; 2024Q4: 4,714 shares; 2025Q1: 4,716 shares; 2025Q2: 8,225 shares; 2025Q3: 4,701 shares; 2025Q4: 4,700 shares 4,700 $415K 0.01% -1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares 5,000 $412K 0.01% 0 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: 470 shares; 2024Q4: 733 shares; 2025Q1: 683 shares; 2025Q2: 683 shares; 2025Q3: 683 shares; 2025Q4: 683 shares 683 $412K 0.01% 0 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,887 shares; 2024Q4: 8,887 shares; 2025Q1: 8,918 shares; 2025Q2: 8,918 shares; 2025Q3: 8,887 shares; 2025Q4: 8,887 shares 8,887 $405K 0.01% 0 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,018 shares; 2024Q4: 3,005 shares; 2025Q1: 3,005 shares; 2025Q2: 3,005 shares; 2025Q3: 3,139 shares; 2025Q4: 2,929 shares 2,929 $401K 0.01% -210 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,079 shares; 2025Q2: 2,258 shares; 2025Q3: 2,502 shares; 2025Q4: 3,241 shares 3,241 $398K 0.01% +739 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: not reported; 2024Q4: not reported; 2025Q1: 3,935 shares; 2025Q2: 4,442 shares; 2025Q3: 4,442 shares; 2025Q4: 7,442 shares 7,442 $397K 0.01% +3,000 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,233 shares; 2024Q4: 1,233 shares; 2025Q1: 1,445 shares; 2025Q2: 1,333 shares; 2025Q3: 1,326 shares; 2025Q4: 1,339 shares 1,339 $387K 0.01% +13 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,478 shares; 2024Q4: 1,439 shares; 2025Q1: 1,849 shares; 2025Q2: 1,610 shares; 2025Q3: 1,227 shares; 2025Q4: 1,189 shares 1,189 $385K 0.01% -38 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: 1,702 shares; 2024Q4: 1,710 shares; 2025Q1: 2,054 shares; 2025Q2: 1,648 shares; 2025Q3: 1,654 shares; 2025Q4: 1,659 shares 1,659 $384K 0.01% +5 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,662 shares; 2024Q4: 3,628 shares; 2025Q1: 3,675 shares; 2025Q2: 3,628 shares; 2025Q3: 3,628 shares; 2025Q4: 3,628 shares 3,628 $383K 0.01% 0 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,884 shares; 2024Q4: 4,893 shares; 2025Q1: 4,884 shares; 2025Q2: 4,884 shares; 2025Q3: 4,884 shares; 2025Q4: 4,884 shares 4,884 $379K 0.01% 0 Timeline MARA MARA HOLDINGS INC More: the full row for MARA HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 41,653 shares; 2025Q1: 41,653 shares; 2025Q2: 41,553 shares; 2025Q3: 41,553 shares; 2025Q4: 42,218 shares 42,218 $379K 0.01% +665 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: 1,757 shares; 2024Q4: 1,757 shares; 2025Q1: 1,758 shares; 2025Q2: 1,761 shares; 2025Q3: 1,775 shares; 2025Q4: 1,777 shares 1,777 $370K 0.01% +2 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,258 shares; 2024Q4: 8,102 shares; 2025Q1: 11,791 shares; 2025Q2: 11,861 shares; 2025Q3: 11,708 shares; 2025Q4: 11,929 shares 11,929 $357K 0.01% +221 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,631 shares; 2024Q4: 3,956 shares; 2025Q1: 3,956 shares; 2025Q2: 3,956 shares; 2025Q3: 4,426 shares; 2025Q4: 4,437 shares 4,437 $350K 0.01% +11 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: 2,560 shares; 2025Q1: 2,757 shares; 2025Q2: 2,624 shares; 2025Q3: 2,919 shares; 2025Q4: 2,662 shares 2,662 $349K 0.01% -257 Timeline PB PROSPERITY BANCSHARES INC More: the full row for PROSPERITY BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,992 shares; 2024Q4: 4,992 shares; 2025Q1: 4,992 shares; 2025Q2: 4,992 shares; 2025Q3: 5,033 shares; 2025Q4: 5,041 shares 5,041 $348K 0.01% +8 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: 435 shares; 2024Q4: 511 shares; 2025Q1: 422 shares; 2025Q2: 422 shares; 2025Q3: 419 shares; 2025Q4: 526 shares 526 $348K 0.01% +107 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,206 shares; 2024Q4: 6,614 shares; 2025Q1: 6,707 shares; 2025Q2: 4,083 shares; 2025Q3: 4,011 shares; 2025Q4: 3,507 shares 3,507 $348K 0.01% -504 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,000 shares; 2024Q4: 14,000 shares; 2025Q1: 14,000 shares; 2025Q2: 14,000 shares; 2025Q3: 14,000 shares; 2025Q4: 19,521 shares 19,521 $347K 0.01% +5,521 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,068 shares; 2025Q1: 7,153 shares; 2025Q2: 6,363 shares; 2025Q3: 6,363 shares; 2025Q4: 7,363 shares 7,363 $346K 0.01% +1,000 Timeline IEV 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: not reported; 2025Q4: 5,000 shares 5,000 $343K 0.01% new Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,034 shares; 2024Q4: 2,039 shares; 2025Q1: 2,633 shares; 2025Q2: 2,638 shares; 2025Q3: 2,628 shares; 2025Q4: 2,423 shares 2,423 $342K 0.01% -205 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: 1,434 shares; 2025Q3: 1,442 shares; 2025Q4: 1,404 shares 1,404 $340K 0.01% -38 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 496 shares; 2025Q1: 485 shares; 2025Q2: 490 shares; 2025Q3: 492 shares; 2025Q4: 497 shares 497 $336K 0.01% +5 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,929 shares; 2025Q1: 1,715 shares; 2025Q2: 1,725 shares; 2025Q3: 1,715 shares; 2025Q4: 2,224 shares 2,224 $334K 0.01% +509 Timeline BANF BANCFIRST CORP More: the full row for BANCFIRST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,136 shares; 2024Q4: 3,136 shares; 2025Q1: 3,136 shares; 2025Q2: 3,146 shares; 2025Q3: 3,146 shares; 2025Q4: 3,146 shares 3,146 $334K 0.01% 0 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: 914 shares; 2024Q4: 1,010 shares; 2025Q1: 950 shares; 2025Q2: 1,010 shares; 2025Q3: 888 shares; 2025Q4: 889 shares 889 $332K 0.01% +1 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,212 shares; 2024Q4: 28,692 shares; 2025Q1: 28,661 shares; 2025Q2: 25,634 shares; 2025Q3: 25,510 shares; 2025Q4: 30,356 shares 30,356 $325K 0.01% +4,846 Timeline ARCB ARCBEST CORP More: the full row for ARCBEST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,755 shares; 2024Q4: 3,000 shares; 2025Q1: 4,230 shares; 2025Q2: 4,230 shares; 2025Q3: 4,375 shares; 2025Q4: 4,375 shares 4,375 $325K 0.01% 0 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,504 shares; 2025Q2: 1,532 shares; 2025Q3: 1,584 shares; 2025Q4: 1,578 shares 1,578 $324K 0.01% -6 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: 316 shares; 2024Q4: 317 shares; 2025Q1: 326 shares; 2025Q2: 340 shares; 2025Q3: 247 shares; 2025Q4: 301 shares 301 $322K 0.01% +54 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,446 shares; 2024Q4: 6,272 shares; 2025Q1: 6,273 shares; 2025Q2: 15,925 shares; 2025Q3: 8,111 shares; 2025Q4: 7,785 shares 7,785 $320K 0.01% -326 Timeline HP HELMERICH & PAYNE INC More: the full row for HELMERICH & PAYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,098 shares; 2024Q4: 9,900 shares; 2025Q1: 11,218 shares; 2025Q2: 11,001 shares; 2025Q3: 11,001 shares; 2025Q4: 11,001 shares 11,001 $316K 0.01% 0 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,333 shares; 2024Q4: 2,684 shares; 2025Q1: 3,327 shares; 2025Q2: 3,333 shares; 2025Q3: 3,326 shares; 2025Q4: 3,225 shares 3,225 $309K <0.01% -101 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 940 shares; 2025Q1: 1,140 shares; 2025Q2: 1,102 shares; 2025Q3: 1,107 shares; 2025Q4: 1,107 shares 1,107 $309K <0.01% 0 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,414 shares; 2024Q4: 10,861 shares; 2025Q1: 9,361 shares; 2025Q2: 7,314 shares; 2025Q3: 7,214 shares; 2025Q4: 7,214 shares 7,214 $308K <0.01% 0 Timeline BOKF BOK FINL CORP More: the full row for BOK FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,625 shares; 2024Q4: 2,625 shares; 2025Q1: 2,625 shares; 2025Q2: 2,458 shares; 2025Q3: 2,458 shares; 2025Q4: 2,458 shares 2,458 $291K <0.01% 0 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,590 shares; 2024Q4: 1,591 shares; 2025Q1: 1,591 shares; 2025Q2: 1,599 shares; 2025Q3: 1,591 shares; 2025Q4: 1,591 shares 1,591 $290K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,792 shares 1,792 $290K <0.01% new Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA 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: 303 shares; 2025Q4: 311 shares 311 $290K <0.01% +8 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,775 shares; 2024Q4: 6,775 shares; 2025Q1: 7,048 shares; 2025Q2: 7,089 shares; 2025Q3: 7,530 shares; 2025Q4: 7,830 shares 7,830 $290K <0.01% +300 Timeline OVV OVINTIV INC More: the full row for OVINTIV 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: 7,329 shares; 2025Q4: 7,328 shares 7,328 $287K <0.01% -1 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: not reported; 2024Q4: 1,037 shares; 2025Q1: 1,237 shares; 2025Q2: 1,271 shares; 2025Q3: 1,281 shares; 2025Q4: 1,313 shares 1,313 $281K <0.01% +32 Timeline SMA SMARTSTOP SELF STORAG REIT I More: the full row for SMARTSTOP SELF STORAG REIT I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,076 shares 9,076 $281K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,999 shares; 2025Q4: 2,067 shares 2,067 $279K <0.01% +68 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE 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: 1,333 shares; 2025Q3: 1,337 shares; 2025Q4: 1,353 shares 1,353 $277K <0.01% +16 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,613 shares; 2025Q4: 5,424 shares 5,424 $274K <0.01% +811 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 33,800 shares; 2025Q1: 47,251 shares; 2025Q2: 47,056 shares; 2025Q3: 46,850 shares; 2025Q4: 9,350 shares 9,350 $274K <0.01% -37,500 Timeline PICK 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: 5,071 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,234 shares; 2025Q4: 5,316 shares 5,316 $273K <0.01% +82 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 941 shares 941 $272K <0.01% new Timeline VSS 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: 12,979 shares; 2024Q4: 3,091 shares; 2025Q1: 2,964 shares; 2025Q2: 2,060 shares; 2025Q3: 1,890 shares; 2025Q4: 1,890 shares 1,890 $271K <0.01% 0 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: 3,108 shares; 2024Q4: 3,258 shares; 2025Q1: 2,967 shares; 2025Q2: 2,907 shares; 2025Q3: 2,825 shares; 2025Q4: 2,754 shares 2,754 $269K <0.01% -71 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,431 shares; 2024Q4: 1,050 shares; 2025Q1: 1,053 shares; 2025Q2: 1,055 shares; 2025Q3: 1,051 shares; 2025Q4: 1,050 shares 1,050 $269K <0.01% -1 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: 317 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 306 shares; 2025Q3: 309 shares; 2025Q4: 302 shares 302 $265K <0.01% -7 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 449 shares; 2025Q1: 451 shares; 2025Q2: 456 shares; 2025Q3: 464 shares; 2025Q4: 462 shares 462 $265K <0.01% -2 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300,589 shares; 2024Q4: 310,270 shares; 2025Q1: 307,498 shares; 2025Q2: 6,992 shares; 2025Q3: 5,139 shares; 2025Q4: 5,034 shares 5,034 $264K <0.01% -105 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,781 shares; 2024Q4: 5,700 shares; 2025Q1: 6,911 shares; 2025Q2: 6,916 shares; 2025Q3: 6,953 shares; 2025Q4: 6,891 shares 6,891 $262K <0.01% -62 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: 500 shares; 2024Q4: 672 shares; 2025Q1: 677 shares; 2025Q2: 686 shares; 2025Q3: 676 shares; 2025Q4: 746 shares 746 $261K <0.01% +70 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,029 shares; 2024Q4: 1,017 shares; 2025Q1: 1,011 shares; 2025Q2: 1,008 shares; 2025Q3: 1,004 shares; 2025Q4: 1,003 shares 1,003 $260K <0.01% -1 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: 9,072 shares; 2024Q4: 9,072 shares; 2025Q1: 9,084 shares; 2025Q2: not reported; 2025Q3: 9,059 shares; 2025Q4: 9,059 shares 9,059 $256K <0.01% 0 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS 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: 4,750 shares 4,750 $256K <0.01% new 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: 4,948 shares; 2024Q4: 8,676 shares; 2025Q1: not reported; 2025Q2: 8,311 shares; 2025Q3: 8,714 shares; 2025Q4: 8,948 shares 8,948 $255K <0.01% +234 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS 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: 3,104 shares 3,104 $253K <0.01% new Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,898 shares; 2024Q4: 6,163 shares; 2025Q1: 6,507 shares; 2025Q2: 6,184 shares; 2025Q3: 5,954 shares; 2025Q4: 6,300 shares 6,300 $253K <0.01% +346 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: 336,029 shares; 2024Q4: 330,664 shares; 2025Q1: 329,130 shares; 2025Q2: 5,225 shares; 2025Q3: 3,495 shares; 2025Q4: 3,708 shares 3,708 $249K <0.01% +213 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,414 shares 3,414 $248K <0.01% new Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 688 shares 688 $248K <0.01% new 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: 1,693 shares; 2025Q4: 1,523 shares 1,523 $247K <0.01% -170 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,105 shares; 2024Q4: 5,105 shares; 2025Q1: 5,105 shares; 2025Q2: 5,105 shares; 2025Q3: 5,105 shares; 2025Q4: 5,105 shares 5,105 $245K <0.01% 0 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,286 shares; 2024Q4: 10,286 shares; 2025Q1: 9,288 shares; 2025Q2: 9,457 shares; 2025Q3: 9,432 shares; 2025Q4: 9,288 shares 9,288 $244K <0.01% -144 Timeline RSPG 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,060 shares 3,060 $244K <0.01% new 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: 6,604 shares; 2024Q4: 2,181 shares; 2025Q1: 2,502 shares; 2025Q2: 2,595 shares; 2025Q3: 2,503 shares; 2025Q4: 2,203 shares 2,203 $243K <0.01% -300 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,431 shares; 2024Q4: 4,419 shares; 2025Q1: 4,419 shares; 2025Q2: 4,419 shares; 2025Q3: 4,459 shares; 2025Q4: 4,639 shares 4,639 $243K <0.01% +180 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 899 shares; 2025Q1: not reported; 2025Q2: 904 shares; 2025Q3: 1,044 shares; 2025Q4: 1,070 shares 1,070 $242K <0.01% +26 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,597 shares; 2024Q4: 1,686 shares; 2025Q1: 1,700 shares; 2025Q2: 1,550 shares; 2025Q3: 1,550 shares; 2025Q4: 1,550 shares 1,550 $240K <0.01% 0 Timeline FLEX FLEX LTD More: the full row for FLEX 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: 3,921 shares; 2025Q4: 3,921 shares 3,921 $237K <0.01% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,742 shares; 2024Q4: 5,742 shares; 2025Q1: 6,026 shares; 2025Q2: 3,535 shares; 2025Q3: 3,531 shares; 2025Q4: 3,529 shares 3,529 $237K <0.01% -2 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS 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: 1,944 shares; 2025Q4: 2,073 shares 2,073 $234K <0.01% +129 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,850 shares 9,850 $233K <0.01% new Timeline OGS ONE GAS INC More: the full row for ONE GAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,798 shares; 2024Q4: not reported; 2025Q1: 2,798 shares; 2025Q2: 2,798 shares; 2025Q3: 2,998 shares; 2025Q4: 2,998 shares 2,998 $232K <0.01% 0 Timeline NICE NICE LTD More: the full row for NICE 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: 1,638 shares; 2025Q4: 2,036 shares 2,036 $230K <0.01% +398 Timeline AMRZ AMRIZE LTD More: the full row for AMRIZE 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: 4,230 shares; 2025Q4: 4,230 shares 4,230 $229K <0.01% 0 Timeline CAKE CHEESECAKE FACTORY INC More: the full row for CHEESECAKE FACTORY 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: 4,413 shares; 2025Q4: 4,413 shares 4,413 $223K <0.01% 0 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L 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: 5,600 shares 5,600 $221K <0.01% new 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: 440 shares; 2024Q4: 440 shares; 2025Q1: not reported; 2025Q2: 445 shares; 2025Q3: 466 shares; 2025Q4: 470 shares 470 $221K <0.01% +4 Timeline ETHW BITWISE ETHEREUM ETF More: the full row for BITWISE ETHEREUM ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,375 shares; 2024Q4: 10,375 shares; 2025Q1: 10,375 shares; 2025Q2: 10,375 shares; 2025Q3: 10,375 shares; 2025Q4: 10,375 shares 10,375 $221K <0.01% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,622 shares; 2024Q4: 1,688 shares; 2025Q1: 2,019 shares; 2025Q2: 1,717 shares; 2025Q3: 1,682 shares; 2025Q4: 2,177 shares 2,177 $220K <0.01% +495 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,050 shares; 2025Q3: 2,408 shares; 2025Q4: 2,372 shares 2,372 $216K <0.01% -36 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: 376,125 shares; 2024Q4: 5,350 shares; 2025Q1: 373,364 shares; 2025Q2: 4,571 shares; 2025Q3: 2,593 shares; 2025Q4: 2,411 shares 2,411 $216K <0.01% -182 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,022 shares; 2025Q4: 1,022 shares 1,022 $215K <0.01% 0 Timeline PRF 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,580 shares 4,580 $215K <0.01% new 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: 1,163 shares; 2024Q4: 1,021 shares; 2025Q1: 973 shares; 2025Q2: not reported; 2025Q3: 763 shares; 2025Q4: 736 shares 736 $214K <0.01% -27 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: 1,972 shares; 2024Q4: 2,105 shares; 2025Q1: 1,498 shares; 2025Q2: not reported; 2025Q3: 1,157 shares; 2025Q4: 1,169 shares 1,169 $213K <0.01% +12 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: 7,275 shares; 2025Q4: 5,746 shares 5,746 $212K <0.01% -1,529 Timeline BUR BURFORD CAPITAL LIMITED More: the full row for BURFORD CAPITAL 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: 15,600 shares; 2025Q4: 23,552 shares 23,552 $210K <0.01% +7,952 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY 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: 2,263 shares; 2025Q4: 2,256 shares 2,256 $209K <0.01% -7 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,344 shares; 2024Q4: 606,485 shares; 2025Q1: 1,000,206 shares; 2025Q2: 314,278 shares; 2025Q3: 3,608 shares; 2025Q4: 3,523 shares 3,523 $207K <0.01% -85 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE 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: 1,074 shares; 2025Q4: 1,048 shares 1,048 $207K <0.01% -26 Timeline NTES NETEASE COM INC More: the full row for NETEASE COM 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: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares 1,500 $206K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,315 shares; 2025Q3: not reported; 2025Q4: 1,870 shares 1,870 $200K <0.01% new Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION 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: 15,600 shares 15,600 $117K <0.01% new Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL 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: 10,125 shares; 2025Q3: 10,125 shares; 2025Q4: 10,125 shares 10,125 $110K <0.01% 0 Timeline ALLR ALLARITY THERAPEUTICS INC More: the full row for ALLARITY THERAPEUTICS 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: 100,000 shares 100,000 $108K <0.01% new Timeline KYTX KYVERNA THERAPEUTICS INC More: the full row for KYVERNA THERAPEUTICS 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: 10,000 shares; 2025Q4: 10,000 shares 10,000 $94K <0.01% 0 Timeline GNSS GENASYS INC More: the full row for GENASYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,690 shares; 2024Q4: 43,690 shares; 2025Q1: 43,690 shares; 2025Q2: 43,690 shares; 2025Q3: 43,690 shares; 2025Q4: 43,690 shares 43,690 $93.7K <0.01% 0 Timeline TLRY TILRAY BRANDS INC More: the full row for TILRAY BRANDS 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: 10,005 shares 10,005 $90.3K <0.01% new Timeline RR RICHTECH ROBOTICS INC More: the full row for RICHTECH ROBOTICS 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: 100,000 shares; 2025Q3: not reported; 2025Q4: 27,500 shares 27,500 $88.8K <0.01% new Timeline OPEN OPENDOOR TECHNOLOGIES INC More: the full row for OPENDOOR 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: 91,230 shares; 2025Q4: 29,730 shares 29,730 $86.1K <0.01% -61,500 Timeline OPK OPKO HEALTH INC More: the full row for OPKO HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 150,000 shares; 2025Q1: 350,000 shares; 2025Q2: 370,000 shares; 2025Q3: 370,000 shares; 2025Q4: 370,000 shares 370,000 $25.3K <0.01% 0 Timeline EONR EON RESOURCES INC More: the full row for EON RESOURCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,000 shares; 2025Q3: 20,000 shares; 2025Q4: 30,000 shares 30,000 $11.5K <0.01% +10,000 Timeline SKYE SKYE BIOSCIENCE INC More: the full row for SKYE BIOSCIENCE 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: 10,000 shares; 2025Q4: 10,000 shares 10,000 $7.5K <0.01% 0 Timeline INVZ INNOVIZ TECHNOLOGIES LTD More: the full row for INNOVIZ TECHNOLOGIES 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: 125,000 shares; 2025Q3: 100,000 shares; 2025Q4: 49,600 shares 49,600 $84 -50,400 Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. 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