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: 440,621 shares; 2024Q4: 27,970 shares; 2025Q1: 31,723 shares; 2025Q2: 41,880 shares; 2025Q3: 45,176 shares; 2025Q4: 47,435 shares 47,435 $12.9M 3.48% +2,259 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: 194,218 shares; 2024Q4: 14,948 shares; 2025Q1: 17,239 shares; 2025Q2: 20,089 shares; 2025Q3: 22,371 shares; 2025Q4: 24,186 shares 24,186 $11.7M 3.16% +1,815 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: 176,716 shares; 2024Q4: 33,386 shares; 2025Q1: 38,686 shares; 2025Q2: 44,705 shares; 2025Q3: 49,066 shares; 2025Q4: 53,839 shares 53,839 $10M 2.71% +4,773 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: 235,805 shares; 2024Q4: 6,512 shares; 2025Q1: 11,125 shares; 2025Q2: 15,403 shares; 2025Q3: 17,035 shares; 2025Q4: 18,349 shares 18,349 $5.76M 1.55% +1,314 Timeline SPYG 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: 329,915 shares; 2024Q4: 43,271 shares; 2025Q1: 47,349 shares; 2025Q2: 53,789 shares; 2025Q3: 52,956 shares; 2025Q4: 53,886 shares 53,886 $5.75M 1.55% +930 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: 201,931 shares; 2024Q4: 11,966 shares; 2025Q1: 14,288 shares; 2025Q2: 18,021 shares; 2025Q3: 20,578 shares; 2025Q4: 23,397 shares 23,397 $5.4M 1.46% +2,819 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: 29,773 shares; 2024Q4: 1,891 shares; 2025Q1: 2,415 shares; 2025Q2: 1,961 shares; 2025Q3: 1,777 shares; 2025Q4: 36,665 shares 36,665 $5.28M 1.42% +34,888 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: 226,474 shares; 2024Q4: 37,681 shares; 2025Q1: 38,357 shares; 2025Q2: 43,331 shares; 2025Q3: 44,513 shares; 2025Q4: 111,994 shares 111,994 $4.97M 1.34% +67,481 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: 151,657 shares; 2024Q4: 11,686 shares; 2025Q1: 11,791 shares; 2025Q2: 12,946 shares; 2025Q3: 14,546 shares; 2025Q4: 15,736 shares 15,736 $4.93M 1.33% +1,190 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: 54,936 shares; 2024Q4: 11,541 shares; 2025Q1: 11,538 shares; 2025Q2: 13,059 shares; 2025Q3: 13,399 shares; 2025Q4: 13,554 shares 13,554 $4.69M 1.27% +155 Timeline SPYM 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: 319,967 shares; 2024Q4: 8,443 shares; 2025Q1: 747 shares; 2025Q2: 898 shares; 2025Q3: 898 shares; 2025Q4: 58,351 shares 58,351 $4.68M 1.26% +57,453 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: 314,829 shares; 2024Q4: 54 shares; 2025Q1: 785 shares; 2025Q2: 785 shares; 2025Q3: 776 shares; 2025Q4: 24,132 shares 24,132 $4.61M 1.24% +23,356 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: 44,551 shares; 2024Q4: 2,375 shares; 2025Q1: 2,365 shares; 2025Q2: 2,325 shares; 2025Q3: 1,838 shares; 2025Q4: 80,304 shares 80,304 $4.4M 1.19% +78,466 Timeline SPYV 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: 428,078 shares; 2024Q4: 57,050 shares; 2025Q1: 58,391 shares; 2025Q2: 66,725 shares; 2025Q3: 67,906 shares; 2025Q4: 71,235 shares 71,235 $4.05M 1.09% +3,329 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: 27,487 shares; 2024Q4: 2,387 shares; 2025Q1: 2,180 shares; 2025Q2: 1,107 shares; 2025Q3: 1,763 shares; 2025Q4: 5,550 shares 5,550 $3.8M 1.03% +3,787 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: 23,482 shares; 2024Q4: 2,770 shares; 2025Q1: 4,125 shares; 2025Q2: 5,167 shares; 2025Q3: 5,559 shares; 2025Q4: 5,704 shares 5,704 $3.76M 1.02% +145 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 264,797 shares; 2024Q4: 7,588 shares; 2025Q1: 6,469 shares; 2025Q2: 9,627 shares; 2025Q3: 8,487 shares; 2025Q4: 52,579 shares 52,579 $3.75M 1.01% +44,092 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,703 shares; 2024Q4: 108 shares; 2025Q1: 835 shares; 2025Q2: 106 shares; 2025Q3: 102 shares; 2025Q4: 50,242 shares 50,242 $3.7M 1% +50,140 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,256 shares; 2024Q4: 73 shares; 2025Q1: 138 shares; 2025Q2: 71 shares; 2025Q3: 75 shares; 2025Q4: 29,116 shares 29,116 $3.47M 0.94% +29,041 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: 103,662 shares; 2024Q4: 7,591 shares; 2025Q1: 8,578 shares; 2025Q2: 9,104 shares; 2025Q3: 9,619 shares; 2025Q4: 10,178 shares 10,178 $3.28M 0.88% +559 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,988 shares; 2024Q4: 284 shares; 2025Q1: 891 shares; 2025Q2: 299 shares; 2025Q3: 54 shares; 2025Q4: 27,618 shares 27,618 $3.25M 0.88% +27,564 Timeline JGRO 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: 9,586 shares; 2024Q4: 5,203 shares; 2025Q1: 10,383 shares; 2025Q2: 10,267 shares; 2025Q3: 9,529 shares; 2025Q4: 34,800 shares 34,800 $3.23M 0.87% +25,271 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 323,960 shares; 2024Q4: 4,351 shares; 2025Q1: 2,443 shares; 2025Q2: 2,481 shares; 2025Q3: 425 shares; 2025Q4: 26,603 shares 26,603 $3.03M 0.82% +26,178 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,809 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 279 shares; 2025Q4: 16,771 shares 16,771 $2.97M 0.8% +16,492 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: 47,414 shares; 2024Q4: 5,774 shares; 2025Q1: 6,995 shares; 2025Q2: 7,606 shares; 2025Q3: 7,826 shares; 2025Q4: 8,275 shares 8,275 $2.9M 0.78% +449 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: 25,826 shares; 2024Q4: 2,044 shares; 2025Q1: 2,244 shares; 2025Q2: 2,280 shares; 2025Q3: 2,310 shares; 2025Q4: 2,690 shares 2,690 $2.89M 0.78% +380 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,393 shares; 2024Q4: 15,324 shares; 2025Q1: 15,278 shares; 2025Q2: 15,308 shares; 2025Q3: 15,337 shares; 2025Q4: 15,494 shares 15,494 $2.86M 0.77% +157 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,281 shares; 2024Q4: 87 shares; 2025Q1: 87 shares; 2025Q2: 86 shares; 2025Q3: 90 shares; 2025Q4: 35,198 shares 35,198 $2.81M 0.76% +35,108 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,949 shares; 2024Q4: 1,083 shares; 2025Q1: 1,822 shares; 2025Q2: 1,063 shares; 2025Q3: 631 shares; 2025Q4: 17,650 shares 17,650 $2.73M 0.74% +17,019 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: 9,301 shares; 2024Q4: 2,679 shares; 2025Q1: 3,363 shares; 2025Q2: 3,786 shares; 2025Q3: 4,536 shares; 2025Q4: 4,665 shares 4,665 $2.66M 0.72% +129 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: 239,282 shares; 2024Q4: 163,880 shares; 2025Q1: 157,220 shares; 2025Q2: 157,220 shares; 2025Q3: 157,220 shares; 2025Q4: 157,220 shares 157,220 $2.59M 0.7% 0 Timeline BBUS 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: not reported; 2024Q4: 18,818 shares; 2025Q1: 20,477 shares; 2025Q2: 19,214 shares; 2025Q3: 18,741 shares; 2025Q4: 20,428 shares 20,428 $2.52M 0.68% +1,687 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: 58,440 shares; 2024Q4: 1,910 shares; 2025Q1: 3,058 shares; 2025Q2: 3,771 shares; 2025Q3: 4,688 shares; 2025Q4: 4,853 shares 4,853 $2.44M 0.66% +165 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: 146,774 shares; 2024Q4: 86 shares; 2025Q1: 354 shares; 2025Q2: 289 shares; 2025Q3: 287 shares; 2025Q4: 4,930 shares 4,930 $2.41M 0.65% +4,643 Timeline FLXR TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,112 shares; 2024Q4: not reported; 2025Q1: 4,232 shares; 2025Q2: 6,028 shares; 2025Q3: 6,028 shares; 2025Q4: 59,332 shares 59,332 $2.35M 0.63% +53,304 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,900 shares; 2025Q2: 5,666 shares; 2025Q3: 5,666 shares; 2025Q4: 85,619 shares 85,619 $2.28M 0.62% +79,953 Timeline EEMA 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: 23,356 shares 23,356 $2.2M 0.59% new Timeline VPL 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: 19,262 shares; 2024Q4: 104 shares; 2025Q1: 588 shares; 2025Q2: 56 shares; 2025Q3: 51 shares; 2025Q4: 24,259 shares 24,259 $2.19M 0.59% +24,208 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: 23,554 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 257 shares; 2025Q4: 8,493 shares 8,493 $2.19M 0.59% +8,236 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: 107,416 shares; 2024Q4: 67,900 shares; 2025Q1: 67,900 shares; 2025Q2: 67,900 shares; 2025Q3: 67,900 shares; 2025Q4: 67,900 shares 67,900 $2.18M 0.59% 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: 21,701 shares; 2024Q4: 907 shares; 2025Q1: 1,609 shares; 2025Q2: 918 shares; 2025Q3: 733 shares; 2025Q4: 27,477 shares 27,477 $2.13M 0.58% +26,744 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,777 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,600 shares 7,600 $2.12M 0.57% new Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,552 shares; 2024Q4: 1,757 shares; 2025Q1: 123 shares; 2025Q2: 284 shares; 2025Q3: 264 shares; 2025Q4: 24,287 shares 24,287 $2.12M 0.57% +24,023 Timeline HELO 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: 159,511 shares; 2024Q4: 896 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 240 shares; 2025Q4: 31,355 shares 31,355 $2.08M 0.56% +31,115 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,268 shares; 2024Q4: 17,559 shares; 2025Q1: 17,936 shares; 2025Q2: 21,412 shares; 2025Q3: 21,610 shares; 2025Q4: 22,661 shares 22,661 $2.07M 0.56% +1,051 Timeline JPIE 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: 126,000 shares; 2024Q4: 3,760 shares; 2025Q1: 9,259 shares; 2025Q2: 9,548 shares; 2025Q3: 10,527 shares; 2025Q4: 43,597 shares 43,597 $2.02M 0.54% +33,070 Timeline IUSB 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: 29,532 shares; 2025Q1: 33,318 shares; 2025Q2: 29,564 shares; 2025Q3: 41,070 shares; 2025Q4: 42,697 shares 42,697 $1.99M 0.54% +1,627 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,412 shares; 2025Q1: 10,742 shares; 2025Q2: 11,015 shares; 2025Q3: 12,900 shares; 2025Q4: 32,513 shares 32,513 $1.98M 0.53% +19,613 Timeline JMST 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: 25,137 shares; 2024Q4: 32,296 shares; 2025Q1: 34,610 shares; 2025Q2: 34,970 shares; 2025Q3: 36,283 shares; 2025Q4: 38,244 shares 38,244 $1.95M 0.53% +1,961 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: 8,859 shares; 2024Q4: 2,488 shares; 2025Q1: 2,845 shares; 2025Q2: 3,350 shares; 2025Q3: 3,631 shares; 2025Q4: 4,228 shares 4,228 $1.9M 0.51% +597 Timeline PBL PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,670 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 60,306 shares 60,306 $1.86M 0.5% new 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: 654,777 shares; 2024Q4: not reported; 2025Q1: 5,229 shares; 2025Q2: 5,229 shares; 2025Q3: 5,229 shares; 2025Q4: 32,265 shares 32,265 $1.85M 0.5% +27,036 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: 48,455 shares; 2024Q4: 48,455 shares; 2025Q1: 46,680 shares; 2025Q2: 46,680 shares; 2025Q3: 46,680 shares; 2025Q4: 46,680 shares 46,680 $1.84M 0.5% 0 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,422 shares; 2024Q4: 126 shares; 2025Q1: 140 shares; 2025Q2: 123 shares; 2025Q3: 125 shares; 2025Q4: 18,878 shares 18,878 $1.82M 0.49% +18,753 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: 129,870 shares; 2024Q4: 6,280 shares; 2025Q1: 6,901 shares; 2025Q2: 6,809 shares; 2025Q3: 7,062 shares; 2025Q4: 7,893 shares 7,893 $1.8M 0.49% +831 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: 326,204 shares; 2024Q4: 5,853 shares; 2025Q1: 5,853 shares; 2025Q2: 5,853 shares; 2025Q3: 5,853 shares; 2025Q4: 30,706 shares 30,706 $1.78M 0.48% +24,853 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: 374,316 shares; 2024Q4: 26,966 shares; 2025Q1: 29,281 shares; 2025Q2: 29,920 shares; 2025Q3: 28,847 shares; 2025Q4: 29,629 shares 29,629 $1.78M 0.48% +782 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,026 shares; 2024Q4: 1,602 shares; 2025Q1: 4,127 shares; 2025Q2: 4,677 shares; 2025Q3: 5,499 shares; 2025Q4: 5,837 shares 5,837 $1.77M 0.48% +338 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: 28,434 shares; 2024Q4: 7,365 shares; 2025Q1: 7,621 shares; 2025Q2: 7,108 shares; 2025Q3: 7,265 shares; 2025Q4: 14,342 shares 14,342 $1.77M 0.48% +7,077 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,663 shares; 2024Q4: 1,990 shares; 2025Q1: 2,760 shares; 2025Q2: 2,907 shares; 2025Q3: 3,130 shares; 2025Q4: 8,099 shares 8,099 $1.72M 0.46% +4,969 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: 17,871 shares; 2024Q4: 13,139 shares; 2025Q1: 12,672 shares; 2025Q2: 12,141 shares; 2025Q3: 12,204 shares; 2025Q4: 11,736 shares 11,736 $1.59M 0.43% -468 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,314 shares; 2024Q4: 817 shares; 2025Q1: 753 shares; 2025Q2: 762 shares; 2025Q3: 896 shares; 2025Q4: 31,007 shares 31,007 $1.56M 0.42% +30,111 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,998 shares; 2024Q4: 43 shares; 2025Q1: 83 shares; 2025Q2: 43 shares; 2025Q3: 45 shares; 2025Q4: 18,116 shares 18,116 $1.52M 0.41% +18,071 Timeline MDYG 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: 51,217 shares; 2024Q4: 13,042 shares; 2025Q1: 13,343 shares; 2025Q2: 15,206 shares; 2025Q3: 15,445 shares; 2025Q4: 16,074 shares 16,074 $1.49M 0.4% +629 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: 26,554 shares; 2024Q4: 1,056 shares; 2025Q1: 1,371 shares; 2025Q2: 1,472 shares; 2025Q3: 1,706 shares; 2025Q4: 1,695 shares 1,695 $1.46M 0.39% -11 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: 6,090 shares; 2024Q4: 3,489 shares; 2025Q1: 5,219 shares; 2025Q2: 9,053 shares; 2025Q3: 11,198 shares; 2025Q4: 21,693 shares 21,693 $1.46M 0.39% +10,495 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,043 shares; 2024Q4: not reported; 2025Q1: 44,434 shares; 2025Q2: 43,089 shares; 2025Q3: 43,089 shares; 2025Q4: 44,085 shares 44,085 $1.44M 0.39% +996 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: 109,770 shares; 2024Q4: 126 shares; 2025Q1: 116 shares; 2025Q2: 75 shares; 2025Q3: 68 shares; 2025Q4: 12,005 shares 12,005 $1.44M 0.39% +11,937 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: 133,596 shares; 2024Q4: 7,702 shares; 2025Q1: 9,277 shares; 2025Q2: 10,182 shares; 2025Q3: 11,481 shares; 2025Q4: 11,660 shares 11,660 $1.4M 0.38% +179 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: 13,930 shares; 2024Q4: 6,293 shares; 2025Q1: 6,557 shares; 2025Q2: 7,314 shares; 2025Q3: 7,708 shares; 2025Q4: 8,748 shares 8,748 $1.4M 0.38% +1,040 Timeline MDYV 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: 162,748 shares; 2024Q4: 13,730 shares; 2025Q1: 13,978 shares; 2025Q2: 15,746 shares; 2025Q3: 15,879 shares; 2025Q4: 16,561 shares 16,561 $1.4M 0.38% +682 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 539,759 shares; 2024Q4: 3,304 shares; 2025Q1: 3,304 shares; 2025Q2: 3,304 shares; 2025Q3: 3,304 shares; 2025Q4: 17,932 shares 17,932 $1.4M 0.38% +14,628 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: 50,281 shares; 2024Q4: 10,301 shares; 2025Q1: 11,377 shares; 2025Q2: 12,474 shares; 2025Q3: 13,055 shares; 2025Q4: 12,337 shares 12,337 $1.37M 0.37% -718 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: 4,850 shares; 2024Q4: 1,865 shares; 2025Q1: 2,513 shares; 2025Q2: 2,563 shares; 2025Q3: 2,678 shares; 2025Q4: 2,619 shares 2,619 $1.37M 0.37% -59 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: 5,664 shares; 2024Q4: 2,520 shares; 2025Q1: 2,974 shares; 2025Q2: 14,474 shares; 2025Q3: 15,608 shares; 2025Q4: 16,254 shares 16,254 $1.33M 0.36% +646 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,238 shares; 2024Q4: 529 shares; 2025Q1: 776 shares; 2025Q2: 567 shares; 2025Q3: 489 shares; 2025Q4: 10,576 shares 10,576 $1.26M 0.34% +10,087 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: 64,311 shares; 2024Q4: 7,660 shares; 2025Q1: 8,980 shares; 2025Q2: 9,549 shares; 2025Q3: 10,011 shares; 2025Q4: 10,042 shares 10,042 $1.26M 0.34% +31 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: 55,945 shares; 2024Q4: 3,851 shares; 2025Q1: 3,873 shares; 2025Q2: 4,019 shares; 2025Q3: 4,171 shares; 2025Q4: 3,604 shares 3,604 $1.24M 0.33% -567 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,005 shares; 2024Q4: 519 shares; 2025Q1: 499 shares; 2025Q2: 602 shares; 2025Q3: not reported; 2025Q4: 13,692 shares 13,692 $1.23M 0.33% new Timeline JPIB 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: 13,290 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,052 shares 25,052 $1.22M 0.33% new Timeline DFSV 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: 12,877 shares; 2024Q4: not reported; 2025Q1: 9,799 shares; 2025Q2: 36,202 shares; 2025Q3: 36,202 shares; 2025Q4: 36,818 shares 36,818 $1.21M 0.33% +616 Timeline NBOS NEUBERGER BERMAN ETF TRUST More: the full row for NEUBERGER BERMAN ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,271 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 43,975 shares 43,975 $1.2M 0.32% new Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 494 shares; 2025Q1: 217 shares; 2025Q2: 220 shares; 2025Q3: 1,519 shares; 2025Q4: 7,996 shares 7,996 $1.19M 0.32% +6,477 Timeline JCPB 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: not reported; 2024Q4: 13,407 shares; 2025Q1: 13,873 shares; 2025Q2: 15,489 shares; 2025Q3: 18,787 shares; 2025Q4: 24,095 shares 24,095 $1.14M 0.31% +5,308 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,333 shares; 2024Q4: not reported; 2025Q1: 1,108 shares; 2025Q2: 583 shares; 2025Q3: 1,749 shares; 2025Q4: 26,665 shares 26,665 $1.14M 0.31% +24,916 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,734 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,562 shares 25,562 $1.14M 0.31% new Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,835 shares; 2024Q4: 10,191 shares; 2025Q1: 13,230 shares; 2025Q2: 16,361 shares; 2025Q3: 19,547 shares; 2025Q4: 20,458 shares 20,458 $1.13M 0.3% +911 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: 23,876 shares; 2024Q4: 1,538 shares; 2025Q1: 1,435 shares; 2025Q2: 1,559 shares; 2025Q3: 1,571 shares; 2025Q4: 1,690 shares 1,690 $1.12M 0.3% +119 Timeline IGM 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: 8,654 shares 8,654 $1.12M 0.3% new Timeline HOLA 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,233 shares 21,233 $1.11M 0.3% new 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: 175,982 shares; 2024Q4: 3,665 shares; 2025Q1: 4,920 shares; 2025Q2: 5,027 shares; 2025Q3: 5,563 shares; 2025Q4: 5,957 shares 5,957 $1.09M 0.29% +394 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,400 shares; 2024Q4: 21 shares; 2025Q1: 505 shares; 2025Q2: 689 shares; 2025Q3: 1,506 shares; 2025Q4: 3,165 shares 3,165 $1.09M 0.29% +1,659 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: 32,504 shares; 2024Q4: 2,428 shares; 2025Q1: 2,548 shares; 2025Q2: 3,654 shares; 2025Q3: 3,525 shares; 2025Q4: 4,036 shares 4,036 $1.07M 0.29% +511 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: 8,492 shares; 2024Q4: 2,271 shares; 2025Q1: 2,478 shares; 2025Q2: 2,970 shares; 2025Q3: 3,021 shares; 2025Q4: 3,192 shares 3,192 $1.02M 0.27% +171 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: 16,417 shares; 2024Q4: 1,469 shares; 2025Q1: 3,341 shares; 2025Q2: 3,733 shares; 2025Q3: 5,471 shares; 2025Q4: 5,203 shares 5,203 $1.01M 0.27% -268 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,127 shares; 2024Q4: 3,052 shares; 2025Q1: 3,590 shares; 2025Q2: 3,730 shares; 2025Q3: 3,200 shares; 2025Q4: 5,056 shares 5,056 $1M 0.27% +1,856 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,915 shares 5,915 $998K 0.27% new 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: 14,182 shares; 2024Q4: 2,621 shares; 2025Q1: 2,845 shares; 2025Q2: 2,942 shares; 2025Q3: 2,999 shares; 2025Q4: 3,182 shares 3,182 $972K 0.26% +183 Timeline WTPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,861 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,279 shares 29,279 $967K 0.26% new Timeline TLH 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: 3,598 shares; 2024Q4: 2,052 shares; 2025Q1: 4,163 shares; 2025Q2: 5,259 shares; 2025Q3: 7,912 shares; 2025Q4: 9,457 shares 9,457 $961K 0.26% +1,545 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: 6,021 shares; 2024Q4: 2,305 shares; 2025Q1: 2,561 shares; 2025Q2: 2,767 shares; 2025Q3: 3,213 shares; 2025Q4: 3,121 shares 3,121 $961K 0.26% -92 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: 118,250 shares; 2024Q4: 2,312 shares; 2025Q1: 3,244 shares; 2025Q2: 3,418 shares; 2025Q3: 4,116 shares; 2025Q4: 4,644 shares 4,644 $961K 0.26% +528 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: 2,004 shares; 2024Q4: 465 shares; 2025Q1: 769 shares; 2025Q2: 732 shares; 2025Q3: 885 shares; 2025Q4: 894 shares 894 $957K 0.26% +9 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: 196,971 shares; 2024Q4: 8,012 shares; 2025Q1: 9,126 shares; 2025Q2: 9,575 shares; 2025Q3: 9,842 shares; 2025Q4: 11,674 shares 11,674 $899K 0.24% +1,832 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,691 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,058 shares 12,058 $893K 0.24% new 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: 64,709 shares; 2024Q4: 4,300 shares; 2025Q1: 5,494 shares; 2025Q2: 5,186 shares; 2025Q3: 6,078 shares; 2025Q4: 5,846 shares 5,846 $891K 0.24% -232 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: 31,991 shares; 2024Q4: 3,361 shares; 2025Q1: 3,783 shares; 2025Q2: 3,913 shares; 2025Q3: 4,783 shares; 2025Q4: 4,799 shares 4,799 $890K 0.24% +16 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: 2,788 shares; 2024Q4: 663 shares; 2025Q1: 729 shares; 2025Q2: 827 shares; 2025Q3: 844 shares; 2025Q4: 9,253 shares 9,253 $868K 0.23% +8,409 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: 111,307 shares; 2024Q4: 4,393 shares; 2025Q1: 5,376 shares; 2025Q2: 4,610 shares; 2025Q3: 4,768 shares; 2025Q4: 5,028 shares 5,028 $860K 0.23% +260 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: 10,339 shares; 2024Q4: 1,777 shares; 2025Q1: 1,954 shares; 2025Q2: 2,102 shares; 2025Q3: 2,327 shares; 2025Q4: 2,435 shares 2,435 $856K 0.23% +108 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 167 shares; 2024Q4: 87 shares; 2025Q1: 98 shares; 2025Q2: 116 shares; 2025Q3: 154 shares; 2025Q4: 159 shares 159 $852K 0.23% +5 Timeline JBND 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: not reported; 2024Q4: 4,932 shares; 2025Q1: 4,659 shares; 2025Q2: 3,506 shares; 2025Q3: 3,200 shares; 2025Q4: 15,558 shares 15,558 $841K 0.23% +12,358 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: 80,968 shares; 2024Q4: 1,854 shares; 2025Q1: 1,854 shares; 2025Q2: 1,854 shares; 2025Q3: 8,598 shares; 2025Q4: 29,921 shares 29,921 $821K 0.22% +21,323 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,677 shares; 2024Q4: 3,879 shares; 2025Q1: 4,515 shares; 2025Q2: 4,704 shares; 2025Q3: 5,325 shares; 2025Q4: 5,272 shares 5,272 $810K 0.22% -53 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: 21,916 shares; 2024Q4: 8,151 shares; 2025Q1: 8,477 shares; 2025Q2: 8,735 shares; 2025Q3: 8,983 shares; 2025Q4: 9,970 shares 9,970 $800K 0.22% +987 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,365 shares; 2024Q4: 261 shares; 2025Q1: 407 shares; 2025Q2: 431 shares; 2025Q3: 672 shares; 2025Q4: 657 shares 657 $798K 0.22% -15 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,434 shares; 2024Q4: 7,052 shares; 2025Q1: 7,165 shares; 2025Q2: 8,140 shares; 2025Q3: 8,241 shares; 2025Q4: 8,659 shares 8,659 $788K 0.21% +418 Timeline TACK CAPITOL SER TR More: the full row for CAPITOL SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 474,367 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,660 shares 25,660 $769K 0.21% new 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: 36,550 shares; 2024Q4: 3,532 shares; 2025Q1: 3,740 shares; 2025Q2: 4,045 shares; 2025Q3: 4,181 shares; 2025Q4: 4,327 shares 4,327 $768K 0.21% +146 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,826 shares; 2024Q4: 4,455 shares; 2025Q1: 4,438 shares; 2025Q2: 4,305 shares; 2025Q3: 7,020 shares; 2025Q4: 8,040 shares 8,040 $766K 0.21% +1,020 Timeline IEUR 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: 7,820 shares; 2024Q4: 23 shares; 2025Q1: 129 shares; 2025Q2: 23 shares; 2025Q3: 20 shares; 2025Q4: 10,616 shares 10,616 $754K 0.2% +10,596 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: 29,366 shares; 2024Q4: 958 shares; 2025Q1: 1,442 shares; 2025Q2: 1,754 shares; 2025Q3: 1,727 shares; 2025Q4: 2,532 shares 2,532 $750K 0.2% +805 Timeline SLYG 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: 11,278 shares; 2024Q4: 6,190 shares; 2025Q1: 6,321 shares; 2025Q2: 7,354 shares; 2025Q3: 7,510 shares; 2025Q4: 7,902 shares 7,902 $744K 0.2% +392 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: 4,066 shares; 2024Q4: 1,745 shares; 2025Q1: 1,749 shares; 2025Q2: 1,835 shares; 2025Q3: 1,871 shares; 2025Q4: 1,913 shares 1,913 $733K 0.2% +42 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: 15,497 shares; 2024Q4: 4,430 shares; 2025Q1: 5,192 shares; 2025Q2: 6,091 shares; 2025Q3: 6,747 shares; 2025Q4: 7,745 shares 7,745 $722K 0.19% +998 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: 15,770 shares; 2024Q4: 1,047 shares; 2025Q1: 970 shares; 2025Q2: 1,009 shares; 2025Q3: 1,199 shares; 2025Q4: 1,250 shares 1,250 $716K 0.19% +51 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: 8,987 shares; 2024Q4: 2,451 shares; 2025Q1: 2,555 shares; 2025Q2: 2,687 shares; 2025Q3: 2,737 shares; 2025Q4: 2,784 shares 2,784 $716K 0.19% +47 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: 59,489 shares; 2024Q4: not reported; 2025Q1: 739 shares; 2025Q2: 739 shares; 2025Q3: 582 shares; 2025Q4: 1,045 shares 1,045 $713K 0.19% +463 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: 15,747 shares; 2024Q4: 11,793 shares; 2025Q1: 12,075 shares; 2025Q2: 13,626 shares; 2025Q3: 13,835 shares; 2025Q4: 14,608 shares 14,608 $684K 0.18% +773 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: 18,196 shares; 2024Q4: 561 shares; 2025Q1: 617 shares; 2025Q2: 714 shares; 2025Q3: 738 shares; 2025Q4: 775 shares 775 $681K 0.18% +37 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: 12,249 shares; 2024Q4: 414 shares; 2025Q1: 1,362 shares; 2025Q2: 1,473 shares; 2025Q3: 1,885 shares; 2025Q4: 1,998 shares 1,998 $654K 0.18% +113 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: 32,296 shares; 2024Q4: 103 shares; 2025Q1: 331 shares; 2025Q2: 330 shares; 2025Q3: 1,032 shares; 2025Q4: 1,040 shares 1,040 $652K 0.18% +8 Timeline JAVA 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: not reported; 2024Q4: 8,061 shares; 2025Q1: 9,045 shares; 2025Q2: 7,903 shares; 2025Q3: 8,062 shares; 2025Q4: 8,946 shares 8,946 $642K 0.17% +884 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: 184,965 shares; 2024Q4: 6,124 shares; 2025Q1: 5,712 shares; 2025Q2: 4,738 shares; 2025Q3: 4,983 shares; 2025Q4: 6,027 shares 6,027 $634K 0.17% +1,044 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: 25,723 shares; 2024Q4: 2,651 shares; 2025Q1: 2,555 shares; 2025Q2: 2,141 shares; 2025Q3: 1,472 shares; 2025Q4: 1,908 shares 1,908 $630K 0.17% +436 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170,846 shares; 2024Q4: 5,313 shares; 2025Q1: 4,825 shares; 2025Q2: 4,935 shares; 2025Q3: 4,913 shares; 2025Q4: 6,399 shares 6,399 $622K 0.17% +1,486 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: 18,242 shares; 2024Q4: 3,944 shares; 2025Q1: 3,922 shares; 2025Q2: 4,003 shares; 2025Q3: 4,141 shares; 2025Q4: 3,988 shares 3,988 $615K 0.17% -153 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 7,173 shares; 2025Q3: 7,535 shares; 2025Q4: 15,925 shares 15,925 $614K 0.17% +8,390 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,107 shares 16,107 $613K 0.17% new 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: 26,488 shares; 2024Q4: 1,327 shares; 2025Q1: 1,454 shares; 2025Q2: 1,614 shares; 2025Q3: 1,742 shares; 2025Q4: 1,655 shares 1,655 $612K 0.17% -87 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: 9,614 shares; 2024Q4: 1,654 shares; 2025Q1: 3,297 shares; 2025Q2: 2,991 shares; 2025Q3: 3,636 shares; 2025Q4: 3,679 shares 3,679 $596K 0.16% +43 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,451 shares; 2024Q4: 1,226 shares; 2025Q1: 1,237 shares; 2025Q2: 1,399 shares; 2025Q3: 1,573 shares; 2025Q4: 1,396 shares 1,396 $595K 0.16% -177 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: 9,820 shares; 2024Q4: 1,443 shares; 2025Q1: 1,646 shares; 2025Q2: 1,792 shares; 2025Q3: 2,537 shares; 2025Q4: 2,597 shares 2,597 $595K 0.16% +60 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,023 shares; 2024Q4: 5,201 shares; 2025Q1: 7,111 shares; 2025Q2: 6,691 shares; 2025Q3: 7,819 shares; 2025Q4: 11,119 shares 11,119 $587K 0.16% +3,300 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM 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: 297 shares; 2025Q3: 4,885 shares; 2025Q4: 4,889 shares 4,889 $585K 0.16% +4 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: 2,530 shares; 2024Q4: 1,542 shares; 2025Q1: 1,648 shares; 2025Q2: 1,680 shares; 2025Q3: 1,746 shares; 2025Q4: 1,790 shares 1,790 $580K 0.16% +44 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,225 shares; 2024Q4: 4,759 shares; 2025Q1: 5,049 shares; 2025Q2: 5,339 shares; 2025Q3: 5,906 shares; 2025Q4: 5,457 shares 5,457 $573K 0.15% -449 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,308 shares; 2024Q4: 2,329 shares; 2025Q1: 2,491 shares; 2025Q2: 2,432 shares; 2025Q3: 2,517 shares; 2025Q4: 2,565 shares 2,565 $572K 0.15% +48 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,074 shares; 2024Q4: 366 shares; 2025Q1: 372 shares; 2025Q2: 349 shares; 2025Q3: 394 shares; 2025Q4: 725 shares 725 $560K 0.15% +331 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: 24,959 shares; 2024Q4: 3,363 shares; 2025Q1: 3,531 shares; 2025Q2: 3,787 shares; 2025Q3: 2,679 shares; 2025Q4: 2,072 shares 2,072 $556K 0.15% -607 Timeline JPST 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: 6,959 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 396 shares; 2025Q3: 396 shares; 2025Q4: 10,947 shares 10,947 $554K 0.15% +10,551 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: 156,547 shares; 2024Q4: 1,860 shares; 2025Q1: 3,515 shares; 2025Q2: 3,810 shares; 2025Q3: 3,762 shares; 2025Q4: 3,829 shares 3,829 $549K 0.15% +67 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,032 shares; 2024Q4: 2,784 shares; 2025Q1: 2,778 shares; 2025Q2: 2,868 shares; 2025Q3: 2,894 shares; 2025Q4: 3,043 shares 3,043 $548K 0.15% +149 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,226 shares; 2024Q4: 436 shares; 2025Q1: 1,603 shares; 2025Q2: 1,688 shares; 2025Q3: 1,918 shares; 2025Q4: 2,529 shares 2,529 $540K 0.15% +611 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: 13,967 shares; 2024Q4: 1,686 shares; 2025Q1: 2,002 shares; 2025Q2: 1,303 shares; 2025Q3: 1,244 shares; 2025Q4: 2,314 shares 2,314 $535K 0.14% +1,070 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: 44,292 shares; 2024Q4: 1,839 shares; 2025Q1: 1,960 shares; 2025Q2: 2,040 shares; 2025Q3: 2,147 shares; 2025Q4: 2,198 shares 2,198 $530K 0.14% +51 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: 28,901 shares; 2024Q4: 28,825 shares; 2025Q1: 28,970 shares; 2025Q2: 28,937 shares; 2025Q3: 28,937 shares; 2025Q4: 29,143 shares 29,143 $518K 0.14% +206 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: 1,950 shares; 2024Q4: 586 shares; 2025Q1: 397 shares; 2025Q2: 419 shares; 2025Q3: 445 shares; 2025Q4: 484 shares 484 $517K 0.14% +39 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: 35,824 shares; 2024Q4: 6,510 shares; 2025Q1: 6,510 shares; 2025Q2: 6,510 shares; 2025Q3: 6,510 shares; 2025Q4: 6,510 shares 6,510 $513K 0.14% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,645 shares; 2024Q4: 1,399 shares; 2025Q1: 1,687 shares; 2025Q2: 1,930 shares; 2025Q3: 1,972 shares; 2025Q4: 1,629 shares 1,629 $508K 0.14% -343 Timeline JIRE 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,869 shares; 2025Q3: 6,344 shares; 2025Q4: 6,673 shares 6,673 $500K 0.13% +329 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: 53,496 shares; 2024Q4: 7,088 shares; 2025Q1: 10,491 shares; 2025Q2: 10,975 shares; 2025Q3: 13,633 shares; 2025Q4: 12,185 shares 12,185 $496K 0.13% -1,448 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,049 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,253 shares 10,253 $495K 0.13% new 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: 7,445 shares; 2024Q4: 6,745 shares; 2025Q1: 6,579 shares; 2025Q2: 6,205 shares; 2025Q3: 5,265 shares; 2025Q4: 5,586 shares 5,586 $493K 0.13% +321 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: 86,680 shares; 2024Q4: 3,156 shares; 2025Q1: 3,658 shares; 2025Q2: 4,169 shares; 2025Q3: 4,224 shares; 2025Q4: 4,906 shares 4,906 $490K 0.13% +682 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: 3,082 shares; 2024Q4: 671 shares; 2025Q1: 720 shares; 2025Q2: 762 shares; 2025Q3: 873 shares; 2025Q4: 858 shares 858 $490K 0.13% -15 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,033 shares; 2024Q4: 2,536 shares; 2025Q1: 3,019 shares; 2025Q2: 2,796 shares; 2025Q3: 3,372 shares; 2025Q4: 3,398 shares 3,398 $488K 0.13% +26 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,150 shares; 2024Q4: 377 shares; 2025Q1: 1,241 shares; 2025Q2: 1,266 shares; 2025Q3: 1,391 shares; 2025Q4: 1,439 shares 1,439 $486K 0.13% +48 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: 2,272 shares; 2024Q4: 775 shares; 2025Q1: 1,484 shares; 2025Q2: 2,029 shares; 2025Q3: 2,078 shares; 2025Q4: 1,873 shares 1,873 $485K 0.13% -205 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: 34,044 shares; 2024Q4: 1,076 shares; 2025Q1: 1,124 shares; 2025Q2: 1,241 shares; 2025Q3: 1,564 shares; 2025Q4: 2,236 shares 2,236 $479K 0.13% +672 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: 6,969 shares; 2024Q4: 2,773 shares; 2025Q1: 3,119 shares; 2025Q2: 3,552 shares; 2025Q3: 4,117 shares; 2025Q4: 3,883 shares 3,883 $477K 0.13% -234 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: 77,549 shares; 2024Q4: 2,698 shares; 2025Q1: 4,671 shares; 2025Q2: 4,612 shares; 2025Q3: 4,808 shares; 2025Q4: 7,085 shares 7,085 $475K 0.13% +2,277 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: 7,749 shares; 2024Q4: 1,086 shares; 2025Q1: 1,275 shares; 2025Q2: 1,836 shares; 2025Q3: 2,021 shares; 2025Q4: 1,949 shares 1,949 $472K 0.13% -72 Timeline SPHY 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: 28,290 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,791 shares 19,791 $468K 0.13% new 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: 16,137 shares; 2024Q4: 1,175 shares; 2025Q1: 1,612 shares; 2025Q2: 1,712 shares; 2025Q3: 1,975 shares; 2025Q4: 2,071 shares 2,071 $455K 0.12% +96 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: 2,690 shares; 2024Q4: 1,136 shares; 2025Q1: 1,422 shares; 2025Q2: 1,195 shares; 2025Q3: 2,776 shares; 2025Q4: 2,649 shares 2,649 $453K 0.12% -127 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: 4,545 shares; 2024Q4: 1,208 shares; 2025Q1: 2,720 shares; 2025Q2: 1,876 shares; 2025Q3: 3,694 shares; 2025Q4: 5,572 shares 5,572 $452K 0.12% +1,878 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: 32,266 shares; 2024Q4: 752 shares; 2025Q1: 754 shares; 2025Q2: 551 shares; 2025Q3: 653 shares; 2025Q4: 775 shares 775 $449K 0.12% +122 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: 120,516 shares; 2024Q4: 3,007 shares; 2025Q1: 4,805 shares; 2025Q2: 5,382 shares; 2025Q3: 5,647 shares; 2025Q4: 6,420 shares 6,420 $449K 0.12% +773 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: 9,375 shares; 2024Q4: 460 shares; 2025Q1: 1,008 shares; 2025Q2: 1,429 shares; 2025Q3: 2,143 shares; 2025Q4: 2,484 shares 2,484 $442K 0.12% +341 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,093 shares; 2024Q4: 1,691 shares; 2025Q1: 1,714 shares; 2025Q2: 1,706 shares; 2025Q3: 1,728 shares; 2025Q4: 1,741 shares 1,741 $441K 0.12% +13 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 8,969 shares; 2025Q4: 13,218 shares 13,218 $440K 0.12% +4,249 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,919 shares; 2024Q4: 1,075 shares; 2025Q1: 1,789 shares; 2025Q2: 2,054 shares; 2025Q3: 2,076 shares; 2025Q4: 2,327 shares 2,327 $438K 0.12% +251 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,275 shares; 2024Q4: 1,750 shares; 2025Q1: 1,781 shares; 2025Q2: 1,878 shares; 2025Q3: 2,135 shares; 2025Q4: 2,351 shares 2,351 $436K 0.12% +216 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: 35,587 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 779 shares; 2025Q4: 915 shares 915 $433K 0.12% +136 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: 5,487 shares; 2024Q4: 3,743 shares; 2025Q1: 3,803 shares; 2025Q2: 3,817 shares; 2025Q3: 4,020 shares; 2025Q4: 4,099 shares 4,099 $432K 0.12% +79 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: 3,555 shares; 2025Q1: 3,680 shares; 2025Q2: 18,763 shares; 2025Q3: 25,086 shares; 2025Q4: 28,279 shares 28,279 $422K 0.11% +3,193 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,455 shares; 2024Q4: 3,901 shares; 2025Q1: 10,092 shares; 2025Q2: 12,668 shares; 2025Q3: 12,898 shares; 2025Q4: 12,354 shares 12,354 $418K 0.11% -544 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,691 shares; 2024Q4: 690 shares; 2025Q1: 1,052 shares; 2025Q2: 1,013 shares; 2025Q3: 1,218 shares; 2025Q4: 1,459 shares 1,459 $416K 0.11% +241 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,810 shares 17,810 $416K 0.11% new Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,810 shares; 2024Q4: 5,255 shares; 2025Q1: 8,045 shares; 2025Q2: 7,863 shares; 2025Q3: 7,750 shares; 2025Q4: 7,710 shares 7,710 $415K 0.11% -40 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: not reported; 2024Q4: 266 shares; 2025Q1: 299 shares; 2025Q2: 367 shares; 2025Q3: 453 shares; 2025Q4: 504 shares 504 $413K 0.11% +51 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,957 shares; 2024Q4: 1,234 shares; 2025Q1: 1,296 shares; 2025Q2: 1,245 shares; 2025Q3: 219 shares; 2025Q4: 2,070 shares 2,070 $413K 0.11% +1,851 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: 24,625 shares; 2024Q4: 9,526 shares; 2025Q1: 9,759 shares; 2025Q2: 9,802 shares; 2025Q3: 5,316 shares; 2025Q4: 5,604 shares 5,604 $412K 0.11% +288 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,794 shares; 2025Q4: 10,794 shares 10,794 $411K 0.11% 0 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: 10,312 shares; 2024Q4: 1,821 shares; 2025Q1: 2,310 shares; 2025Q2: 2,531 shares; 2025Q3: 3,026 shares; 2025Q4: 3,098 shares 3,098 $411K 0.11% +72 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,603 shares; 2024Q4: 2,127 shares; 2025Q1: 1,997 shares; 2025Q2: 2,007 shares; 2025Q3: 2,054 shares; 2025Q4: 2,009 shares 2,009 $408K 0.11% -45 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: 46,959 shares; 2024Q4: 13,644 shares; 2025Q1: 14,767 shares; 2025Q2: 15,690 shares; 2025Q3: 14,904 shares; 2025Q4: 13,613 shares 13,613 $407K 0.11% -1,291 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,030 shares; 2024Q4: 1,771 shares; 2025Q1: 1,859 shares; 2025Q2: 1,960 shares; 2025Q3: 2,023 shares; 2025Q4: 2,084 shares 2,084 $407K 0.11% +61 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: 10,384 shares; 2024Q4: 1,753 shares; 2025Q1: 2,147 shares; 2025Q2: 2,602 shares; 2025Q3: 2,718 shares; 2025Q4: 3,456 shares 3,456 $403K 0.11% +738 Timeline MTUM 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: 1,587 shares 1,587 $397K 0.11% new Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL 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: 57 shares; 2025Q4: 1,207 shares 1,207 $384K 0.1% +1,150 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 580 shares; 2024Q4: 519 shares; 2025Q1: 454 shares; 2025Q2: 491 shares; 2025Q3: 485 shares; 2025Q4: 498 shares 498 $382K 0.1% +13 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,931 shares; 2025Q4: 7,931 shares 7,931 $371K 0.1% 0 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,261 shares; 2024Q4: 313 shares; 2025Q1: 323 shares; 2025Q2: 362 shares; 2025Q3: 343 shares; 2025Q4: 367 shares 367 $370K 0.1% +24 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: 12,598 shares; 2024Q4: 2,688 shares; 2025Q1: 3,198 shares; 2025Q2: 3,462 shares; 2025Q3: 3,728 shares; 2025Q4: 4,662 shares 4,662 $370K 0.1% +934 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,868 shares; 2024Q4: 2,214 shares; 2025Q1: 2,792 shares; 2025Q2: 2,844 shares; 2025Q3: 2,838 shares; 2025Q4: 2,829 shares 2,829 $369K 0.1% -9 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: 745 shares; 2024Q4: 406 shares; 2025Q1: 392 shares; 2025Q2: 472 shares; 2025Q3: 428 shares; 2025Q4: 650 shares 650 $368K 0.1% +222 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,249 shares; 2024Q4: 725 shares; 2025Q1: 733 shares; 2025Q2: 747 shares; 2025Q3: 735 shares; 2025Q4: 751 shares 751 $368K 0.1% +16 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,715 shares; 2024Q4: 329 shares; 2025Q1: 455 shares; 2025Q2: 764 shares; 2025Q3: 757 shares; 2025Q4: 780 shares 780 $363K 0.1% +23 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,660 shares; 2024Q4: 1,558 shares; 2025Q1: 1,657 shares; 2025Q2: 1,623 shares; 2025Q3: 1,634 shares; 2025Q4: 1,704 shares 1,704 $361K 0.1% +70 Timeline JGLO 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: not reported; 2024Q4: 5,359 shares; 2025Q1: 5,517 shares; 2025Q2: 6,303 shares; 2025Q3: 5,104 shares; 2025Q4: 5,302 shares 5,302 $359K 0.1% +198 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,116 shares; 2024Q4: 6,116 shares; 2025Q1: 6,116 shares; 2025Q2: 6,116 shares; 2025Q3: 6,796 shares; 2025Q4: 6,796 shares 6,796 $356K 0.1% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,550 shares; 2024Q4: 1,047 shares; 2025Q1: 1,160 shares; 2025Q2: 1,238 shares; 2025Q3: 1,259 shares; 2025Q4: 1,227 shares 1,227 $354K 0.1% -32 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: 83,924 shares; 2024Q4: 448 shares; 2025Q1: 2,707 shares; 2025Q2: 3,069 shares; 2025Q3: 3,936 shares; 2025Q4: 4,780 shares 4,780 $351K 0.09% +844 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,554 shares; 2024Q4: 1,446 shares; 2025Q1: 1,705 shares; 2025Q2: 4,799 shares; 2025Q3: 6,267 shares; 2025Q4: 3,500 shares 3,500 $350K 0.09% -2,767 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,565 shares; 2024Q4: 1,382 shares; 2025Q1: 1,800 shares; 2025Q2: 1,810 shares; 2025Q3: 2,011 shares; 2025Q4: 2,120 shares 2,120 $346K 0.09% +109 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,515 shares; 2024Q4: 952 shares; 2025Q1: 1,259 shares; 2025Q2: 1,276 shares; 2025Q3: 1,675 shares; 2025Q4: 1,647 shares 1,647 $344K 0.09% -28 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,255 shares; 2024Q4: 156 shares; 2025Q1: 790 shares; 2025Q2: 819 shares; 2025Q3: 1,091 shares; 2025Q4: 1,041 shares 1,041 $342K 0.09% -50 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: 1,993 shares; 2024Q4: 1,684 shares; 2025Q1: 1,658 shares; 2025Q2: 1,686 shares; 2025Q3: 1,656 shares; 2025Q4: 1,867 shares 1,867 $341K 0.09% +211 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,412 shares; 2024Q4: 2,767 shares; 2025Q1: 3,146 shares; 2025Q2: 6,499 shares; 2025Q3: 8,286 shares; 2025Q4: 6,868 shares 6,868 $338K 0.09% -1,418 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: 14,622 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,127 shares 3,127 $335K 0.09% new Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,951 shares; 2024Q4: 559 shares; 2025Q1: 688 shares; 2025Q2: 812 shares; 2025Q3: 845 shares; 2025Q4: 853 shares 853 $332K 0.09% +8 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,181 shares; 2024Q4: 6,857 shares; 2025Q1: 8,483 shares; 2025Q2: 8,429 shares; 2025Q3: 9,382 shares; 2025Q4: 9,430 shares 9,430 $330K 0.09% +48 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: 17,063 shares; 2024Q4: 1,980 shares; 2025Q1: 3,639 shares; 2025Q2: 3,765 shares; 2025Q3: 3,987 shares; 2025Q4: 3,919 shares 3,919 $330K 0.09% -68 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: 20,818 shares; 2024Q4: 752 shares; 2025Q1: 732 shares; 2025Q2: 916 shares; 2025Q3: 1,086 shares; 2025Q4: 1,512 shares 1,512 $328K 0.09% +426 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,209 shares; 2024Q4: 1,021 shares; 2025Q1: 1,154 shares; 2025Q2: 1,167 shares; 2025Q3: 1,232 shares; 2025Q4: 1,435 shares 1,435 $326K 0.09% +203 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,064 shares; 2024Q4: 1,803 shares; 2025Q1: 1,871 shares; 2025Q2: 1,905 shares; 2025Q3: 1,948 shares; 2025Q4: 1,944 shares 1,944 $326K 0.09% -4 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: 2,360 shares; 2024Q4: 163 shares; 2025Q1: 215 shares; 2025Q2: 267 shares; 2025Q3: 406 shares; 2025Q4: 498 shares 498 $325K 0.09% +92 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,519 shares; 2024Q4: 3,012 shares; 2025Q1: 3,329 shares; 2025Q2: 7,792 shares; 2025Q3: 7,704 shares; 2025Q4: 8,020 shares 8,020 $322K 0.09% +316 Timeline IAGG 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: 5,032 shares; 2025Q3: 5,941 shares; 2025Q4: 6,427 shares 6,427 $321K 0.09% +486 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,906 shares; 2024Q4: 627 shares; 2025Q1: 1,301 shares; 2025Q2: 850 shares; 2025Q3: 967 shares; 2025Q4: 1,092 shares 1,092 $321K 0.09% +125 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: 799 shares; 2024Q4: 386 shares; 2025Q1: 387 shares; 2025Q2: 395 shares; 2025Q3: 389 shares; 2025Q4: 2,092 shares 2,092 $320K 0.09% +1,703 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: 1,285 shares; 2024Q4: 764 shares; 2025Q1: 729 shares; 2025Q2: 799 shares; 2025Q3: 886 shares; 2025Q4: 907 shares 907 $320K 0.09% +21 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: not reported; 2025Q2: not reported; 2025Q3: 412 shares; 2025Q4: 474 shares 474 $319K 0.09% +62 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,179 shares; 2024Q4: 1,027 shares; 2025Q1: 1,007 shares; 2025Q2: 1,017 shares; 2025Q3: 919 shares; 2025Q4: 569 shares 569 $315K 0.08% -350 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,675 shares; 2024Q4: 605 shares; 2025Q1: 650 shares; 2025Q2: 727 shares; 2025Q3: 779 shares; 2025Q4: 1,077 shares 1,077 $312K 0.08% +298 Timeline BBIN 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: not reported; 2024Q4: 8,629 shares; 2025Q1: 9,089 shares; 2025Q2: 9,987 shares; 2025Q3: 4,618 shares; 2025Q4: 4,290 shares 4,290 $310K 0.08% -328 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,223 shares; 2024Q4: 2,213 shares; 2025Q1: 2,364 shares; 2025Q2: 2,162 shares; 2025Q3: 2,725 shares; 2025Q4: 2,399 shares 2,399 $306K 0.08% -326 Timeline DFSD 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: 6,793 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,371 shares 6,371 $305K 0.08% new Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,118 shares; 2024Q4: 952 shares; 2025Q1: 954 shares; 2025Q2: 909 shares; 2025Q3: 936 shares; 2025Q4: 984 shares 984 $305K 0.08% +48 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,509 shares; 2024Q4: 1,503 shares; 2025Q1: 1,926 shares; 2025Q2: 1,749 shares; 2025Q3: 2,925 shares; 2025Q4: 3,484 shares 3,484 $305K 0.08% +559 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: 897 shares; 2024Q4: 774 shares; 2025Q1: 779 shares; 2025Q2: 486 shares; 2025Q3: 509 shares; 2025Q4: 530 shares 530 $304K 0.08% +21 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,378 shares; 2024Q4: 1,344 shares; 2025Q1: not reported; 2025Q2: 1,475 shares; 2025Q3: 1,522 shares; 2025Q4: 1,561 shares 1,561 $303K 0.08% +39 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,923 shares; 2024Q4: 303 shares; 2025Q1: 1,155 shares; 2025Q2: 1,436 shares; 2025Q3: 1,926 shares; 2025Q4: 2,197 shares 2,197 $303K 0.08% +271 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 4,065 shares 4,065 $301K 0.08% new 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: 46,235 shares; 2024Q4: 4,437 shares; 2025Q1: 5,267 shares; 2025Q2: 4,957 shares; 2025Q3: 4,681 shares; 2025Q4: 5,582 shares 5,582 $301K 0.08% +901 Timeline ICSH 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: 142,163 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,929 shares 5,929 $300K 0.08% new 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: 86,569 shares; 2024Q4: 1,694 shares; 2025Q1: 1,843 shares; 2025Q2: 1,966 shares; 2025Q3: 2,020 shares; 2025Q4: 1,723 shares 1,723 $299K 0.08% -297 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,208 shares; 2024Q4: 105 shares; 2025Q1: 186 shares; 2025Q2: 232 shares; 2025Q3: 248 shares; 2025Q4: 1,091 shares 1,091 $298K 0.08% +843 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,080 shares; 2024Q4: 1,588 shares; 2025Q1: 1,863 shares; 2025Q2: 1,951 shares; 2025Q3: 3,676 shares; 2025Q4: 3,702 shares 3,702 $295K 0.08% +26 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: 2,205 shares; 2024Q4: 798 shares; 2025Q1: 954 shares; 2025Q2: 1,033 shares; 2025Q3: 1,105 shares; 2025Q4: 1,054 shares 1,054 $294K 0.08% -51 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: 45,020 shares; 2024Q4: 1,738 shares; 2025Q1: 2,067 shares; 2025Q2: 2,191 shares; 2025Q3: 2,405 shares; 2025Q4: 3,034 shares 3,034 $291K 0.08% +629 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,325 shares; 2025Q3: 6,072 shares; 2025Q4: 5,138 shares 5,138 $291K 0.08% -934 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: 12,101 shares; 2024Q4: 1,259 shares; 2025Q1: 1,430 shares; 2025Q2: 1,544 shares; 2025Q3: 978 shares; 2025Q4: 1,123 shares 1,123 $289K 0.08% +145 Timeline BBAG 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: not reported; 2024Q4: 5,654 shares; 2025Q1: 5,379 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,187 shares 6,187 $287K 0.08% new Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,623 shares; 2024Q4: 9,598 shares; 2025Q1: 9,864 shares; 2025Q2: 9,732 shares; 2025Q3: 6,578 shares; 2025Q4: 5,734 shares 5,734 $287K 0.08% -844 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,457 shares; 2024Q4: 1,255 shares; 2025Q1: 1,296 shares; 2025Q2: 1,369 shares; 2025Q3: 1,382 shares; 2025Q4: 1,377 shares 1,377 $287K 0.08% -5 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 435 shares; 2025Q1: 1,257 shares; 2025Q2: 1,498 shares; 2025Q3: 1,839 shares; 2025Q4: 1,915 shares 1,915 $281K 0.08% +76 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,145 shares 1,145 $280K 0.08% new Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,558 shares; 2024Q4: 837 shares; 2025Q1: 948 shares; 2025Q2: 988 shares; 2025Q3: 1,027 shares; 2025Q4: 1,135 shares 1,135 $279K 0.08% +108 Timeline TRU TRANSUNION More: the full row for TRANSUNION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,329 shares; 2024Q4: 585 shares; 2025Q1: 909 shares; 2025Q2: 923 shares; 2025Q3: 1,576 shares; 2025Q4: 3,252 shares 3,252 $279K 0.08% +1,676 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,938 shares; 2024Q4: 442 shares; 2025Q1: 1,076 shares; 2025Q2: 1,239 shares; 2025Q3: 4,806 shares; 2025Q4: 4,762 shares 4,762 $278K 0.08% -44 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: 2,689 shares; 2024Q4: 2,520 shares; 2025Q1: 2,692 shares; 2025Q2: 2,828 shares; 2025Q3: 2,934 shares; 2025Q4: 2,891 shares 2,891 $277K 0.07% -43 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: 11,158 shares; 2024Q4: 1,518 shares; 2025Q1: 1,755 shares; 2025Q2: 2,568 shares; 2025Q3: 2,906 shares; 2025Q4: 2,958 shares 2,958 $277K 0.07% +52 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: 49,831 shares; 2024Q4: 875 shares; 2025Q1: 912 shares; 2025Q2: 909 shares; 2025Q3: 843 shares; 2025Q4: 787 shares 787 $275K 0.07% -56 Timeline VLUE 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: 5 shares; 2025Q3: 1,350 shares; 2025Q4: 1,977 shares 1,977 $270K 0.07% +627 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,220 shares; 2024Q4: 225 shares; 2025Q1: 273 shares; 2025Q2: 282 shares; 2025Q3: 392 shares; 2025Q4: 595 shares 595 $270K 0.07% +203 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,132 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 480 shares; 2025Q4: 1,253 shares 1,253 $269K 0.07% +773 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: 2,499 shares; 2024Q4: 150 shares; 2025Q1: 270 shares; 2025Q2: 323 shares; 2025Q3: 320 shares; 2025Q4: 307 shares 307 $269K 0.07% -13 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,434 shares; 2024Q4: 635 shares; 2025Q1: 656 shares; 2025Q2: 802 shares; 2025Q3: 754 shares; 2025Q4: 763 shares 763 $267K 0.07% +9 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: 30,612 shares; 2024Q4: 1,614 shares; 2025Q1: 1,806 shares; 2025Q2: 1,871 shares; 2025Q3: 2,449 shares; 2025Q4: 2,263 shares 2,263 $265K 0.07% -186 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,599 shares; 2024Q4: 2,686 shares; 2025Q1: 2,756 shares; 2025Q2: 3,257 shares; 2025Q3: 2,907 shares; 2025Q4: 2,993 shares 2,993 $261K 0.07% +86 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,308 shares; 2024Q4: 641 shares; 2025Q1: 1,213 shares; 2025Q2: 1,236 shares; 2025Q3: 1,277 shares; 2025Q4: 1,286 shares 1,286 $259K 0.07% +9 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: 101,322 shares; 2024Q4: 1,518 shares; 2025Q1: 1,858 shares; 2025Q2: 1,818 shares; 2025Q3: 1,860 shares; 2025Q4: 2,277 shares 2,277 $259K 0.07% +417 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,060 shares 6,060 $258K 0.07% new Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,596 shares; 2024Q4: 1,580 shares; 2025Q1: 1,476 shares; 2025Q2: 1,483 shares; 2025Q3: 1,467 shares; 2025Q4: 1,467 shares 1,467 $255K 0.07% 0 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,770 shares; 2024Q4: 582 shares; 2025Q1: 582 shares; 2025Q2: 804 shares; 2025Q3: 853 shares; 2025Q4: 894 shares 894 $255K 0.07% +41 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: 95,396 shares; 2024Q4: 5,825 shares; 2025Q1: 7,769 shares; 2025Q2: 8,308 shares; 2025Q3: 8,511 shares; 2025Q4: 9,256 shares 9,256 $254K 0.07% +745 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 992 shares; 2024Q4: 660 shares; 2025Q1: 694 shares; 2025Q2: 698 shares; 2025Q3: 716 shares; 2025Q4: 738 shares 738 $254K 0.07% +22 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: 54,223 shares; 2024Q4: 6,809 shares; 2025Q1: 9,105 shares; 2025Q2: 12,620 shares; 2025Q3: 11,539 shares; 2025Q4: 10,207 shares 10,207 $254K 0.07% -1,332 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,098 shares; 2024Q4: 5,827 shares; 2025Q1: 5,522 shares; 2025Q2: 5,577 shares; 2025Q3: 4,766 shares; 2025Q4: 4,816 shares 4,816 $252K 0.07% +50 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,333 shares; 2024Q4: 5,440 shares; 2025Q1: 7,257 shares; 2025Q2: 7,379 shares; 2025Q3: 7,512 shares; 2025Q4: 8,997 shares 8,997 $252K 0.07% +1,485 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,173 shares; 2025Q3: 2,295 shares; 2025Q4: 2,298 shares 2,298 $252K 0.07% +3 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,843 shares; 2024Q4: 449 shares; 2025Q1: 521 shares; 2025Q2: 603 shares; 2025Q3: 592 shares; 2025Q4: 513 shares 513 $248K 0.07% -79 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE 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: 3,565 shares 3,565 $248K 0.07% new Timeline JMUB 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: 10,581 shares; 2024Q4: 1,610 shares; 2025Q1: 1,494 shares; 2025Q2: 1,509 shares; 2025Q3: 4,367 shares; 2025Q4: 4,901 shares 4,901 $248K 0.07% +534 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: 1,484 shares; 2024Q4: 1,228 shares; 2025Q1: 1,196 shares; 2025Q2: 1,336 shares; 2025Q3: 1,572 shares; 2025Q4: 1,624 shares 1,624 $244K 0.07% +52 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,231 shares; 2024Q4: 1,641 shares; 2025Q1: 1,643 shares; 2025Q2: 1,786 shares; 2025Q3: 1,845 shares; 2025Q4: 1,906 shares 1,906 $243K 0.07% +61 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,377 shares; 2024Q4: 198 shares; 2025Q1: 1,037 shares; 2025Q2: 1,077 shares; 2025Q3: 1,529 shares; 2025Q4: 1,400 shares 1,400 $243K 0.07% -129 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,194 shares; 2024Q4: 217 shares; 2025Q1: 318 shares; 2025Q2: 343 shares; 2025Q3: 377 shares; 2025Q4: 1,084 shares 1,084 $243K 0.07% +707 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: 43,462 shares; 2024Q4: 2,238 shares; 2025Q1: 2,480 shares; 2025Q2: 2,685 shares; 2025Q3: 3,134 shares; 2025Q4: 2,735 shares 2,735 $238K 0.06% -399 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,897 shares 4,897 $238K 0.06% new Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY 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: 1,494 shares 1,494 $238K 0.06% new Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,773 shares; 2024Q4: 624 shares; 2025Q1: 777 shares; 2025Q2: 793 shares; 2025Q3: 809 shares; 2025Q4: 874 shares 874 $237K 0.06% +65 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 865 shares; 2025Q2: 1,195 shares; 2025Q3: 1,235 shares; 2025Q4: 1,464 shares 1,464 $237K 0.06% +229 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,108 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,088 shares; 2025Q3: 2,243 shares; 2025Q4: 2,296 shares 2,296 $236K 0.06% +53 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,425 shares; 2024Q4: 352 shares; 2025Q1: 828 shares; 2025Q2: 835 shares; 2025Q3: 1,246 shares; 2025Q4: 1,202 shares 1,202 $233K 0.06% -44 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17 shares; 2025Q2: 23 shares; 2025Q3: 987 shares; 2025Q4: 1,049 shares 1,049 $233K 0.06% +62 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: 1,910 shares; 2025Q1: 1,749 shares; 2025Q2: 2,084 shares; 2025Q3: 1,840 shares; 2025Q4: 1,760 shares 1,760 $231K 0.06% -80 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: 42,726 shares; 2024Q4: 190 shares; 2025Q1: 355 shares; 2025Q2: 456 shares; 2025Q3: 919 shares; 2025Q4: 1,425 shares 1,425 $229K 0.06% +506 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: 8,465 shares; 2024Q4: 1,318 shares; 2025Q1: 1,459 shares; 2025Q2: 1,724 shares; 2025Q3: 1,798 shares; 2025Q4: 2,019 shares 2,019 $226K 0.06% +221 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,888 shares; 2024Q4: 1,749 shares; 2025Q1: 1,992 shares; 2025Q2: 1,688 shares; 2025Q3: 1,834 shares; 2025Q4: 1,865 shares 1,865 $223K 0.06% +31 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,464 shares; 2024Q4: 3,393 shares; 2025Q1: 3,867 shares; 2025Q2: 3,846 shares; 2025Q3: 3,696 shares; 2025Q4: 1,751 shares 1,751 $220K 0.06% -1,945 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 348 shares; 2024Q4: 376 shares; 2025Q1: 365 shares; 2025Q2: 289 shares; 2025Q3: 298 shares; 2025Q4: 243 shares 243 $220K 0.06% -55 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: 5,359 shares; 2024Q4: 1,279 shares; 2025Q1: 1,322 shares; 2025Q2: 1,417 shares; 2025Q3: 1,355 shares; 2025Q4: 1,441 shares 1,441 $218K 0.06% +86 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,274 shares 9,274 $217K 0.06% new Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,265 shares; 2024Q4: 1,188 shares; 2025Q1: 1,144 shares; 2025Q2: 1,185 shares; 2025Q3: 1,195 shares; 2025Q4: 1,231 shares 1,231 $216K 0.06% +36 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA 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: 2,348 shares 2,348 $216K 0.06% new Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,875 shares; 2024Q4: 1,132 shares; 2025Q1: 1,048 shares; 2025Q2: 1,131 shares; 2025Q3: 1,169 shares; 2025Q4: 1,110 shares 1,110 $216K 0.06% -59 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,221 shares; 2024Q4: 1,185 shares; 2025Q1: 1,020 shares; 2025Q2: 1,040 shares; 2025Q3: 901 shares; 2025Q4: 895 shares 895 $216K 0.06% -6 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,242 shares 1,242 $214K 0.06% new 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: 1,578 shares; 2024Q4: 522 shares; 2025Q1: 541 shares; 2025Q2: 530 shares; 2025Q3: 633 shares; 2025Q4: 631 shares 631 $213K 0.06% -2 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,337 shares; 2024Q4: 2,038 shares; 2025Q1: 2,185 shares; 2025Q2: 2,003 shares; 2025Q3: 2,106 shares; 2025Q4: 2,231 shares 2,231 $213K 0.06% +125 Timeline DHI D R HORTON INC More: the full row for D R HORTON 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: 578 shares; 2025Q3: 1,485 shares; 2025Q4: 1,471 shares 1,471 $212K 0.06% -14 Timeline AOS SMITH A O CORP More: the full row for SMITH A O 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: 2,429 shares; 2025Q4: 3,159 shares 3,159 $211K 0.06% +730 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,034 shares; 2025Q4: 1,038 shares 1,038 $211K 0.06% +4 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,830 shares; 2024Q4: 867 shares; 2025Q1: 946 shares; 2025Q2: 1,028 shares; 2025Q3: 1,093 shares; 2025Q4: 1,144 shares 1,144 $211K 0.06% +51 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: 16,134 shares; 2024Q4: 334 shares; 2025Q1: 408 shares; 2025Q2: 429 shares; 2025Q3: 474 shares; 2025Q4: 623 shares 623 $210K 0.06% +149 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,316 shares; 2024Q4: 2 shares; 2025Q1: 105 shares; 2025Q2: 132 shares; 2025Q3: 220 shares; 2025Q4: 1,172 shares 1,172 $209K 0.06% +952 Timeline GOVT 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: 26,247 shares; 2024Q4: 2,678 shares; 2025Q1: 3,145 shares; 2025Q2: 3,241 shares; 2025Q3: 7,752 shares; 2025Q4: 9,040 shares 9,040 $208K 0.06% +1,288 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: 18,111 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4 shares; 2025Q3: 268 shares; 2025Q4: 338 shares 338 $208K 0.06% +70 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: 9,373 shares; 2024Q4: 780 shares; 2025Q1: 891 shares; 2025Q2: 1,021 shares; 2025Q3: 1,140 shares; 2025Q4: 1,125 shares 1,125 $207K 0.06% -15 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: 1,736 shares; 2025Q2: 2,253 shares; 2025Q3: 1,815 shares; 2025Q4: 1,269 shares 1,269 $206K 0.06% -546 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,481 shares; 2024Q4: 85 shares; 2025Q1: 1,330 shares; 2025Q2: 1,543 shares; 2025Q3: 1,586 shares; 2025Q4: 1,632 shares 1,632 $205K 0.06% +46 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 397 shares; 2024Q4: 6 shares; 2025Q1: 17 shares; 2025Q2: 22 shares; 2025Q3: 29 shares; 2025Q4: 95 shares 95 $204K 0.06% +66 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,272 shares; 2024Q4: 1,295 shares; 2025Q1: 1,412 shares; 2025Q2: 1,309 shares; 2025Q3: 1,268 shares; 2025Q4: 1,160 shares 1,160 $204K 0.05% -108 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,541 shares; 2024Q4: 1,151 shares; 2025Q1: 1,235 shares; 2025Q2: 1,427 shares; 2025Q3: 1,428 shares; 2025Q4: 1,494 shares 1,494 $203K 0.05% +66 Timeline PSMT PRICESMART INC More: the full row for PRICESMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,233 shares; 2025Q1: not reported; 2025Q2: 2,078 shares; 2025Q3: 1,666 shares; 2025Q4: 1,657 shares 1,657 $203K 0.05% -9 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 988 shares 988 $203K 0.05% new 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: 45,016 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,650 shares; 2025Q4: 4,300 shares 4,300 $202K 0.05% +650 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: 6,741 shares; 2024Q4: 551 shares; 2025Q1: 822 shares; 2025Q2: 1,129 shares; 2025Q3: 1,246 shares; 2025Q4: 1,259 shares 1,259 $202K 0.05% +13 Timeline JEMA 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,099 shares 4,099 $201K 0.05% new Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,091 shares 4,091 $196K 0.05% new Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 566 shares; 2024Q4: 446 shares; 2025Q1: 431 shares; 2025Q2: 469 shares; 2025Q3: 462 shares; 2025Q4: 467 shares 467 $195K 0.05% +5 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,088 shares; 2025Q4: 3,216 shares 3,216 $194K 0.05% +128 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: 58,606 shares; 2024Q4: 2,123 shares; 2025Q1: 2,614 shares; 2025Q2: 2,942 shares; 2025Q3: 4,582 shares; 2025Q4: 5,217 shares 5,217 $192K 0.05% +635 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,908 shares; 2024Q4: 2,495 shares; 2025Q1: 2,613 shares; 2025Q2: 2,737 shares; 2025Q3: 2,647 shares; 2025Q4: 2,767 shares 2,767 $188K 0.05% +120 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: 56,375 shares; 2024Q4: 347 shares; 2025Q1: 606 shares; 2025Q2: 624 shares; 2025Q3: 931 shares; 2025Q4: 982 shares 982 $188K 0.05% +51 Timeline CWEN CLEARWAY ENERGY INC More: the full row for CLEARWAY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,509 shares; 2024Q4: 5,500 shares; 2025Q1: 5,649 shares; 2025Q2: 5,632 shares; 2025Q3: 5,632 shares; 2025Q4: 5,632 shares 5,632 $187K 0.05% 0 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,939 shares 1,939 $187K 0.05% new 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: 622 shares; 2025Q3: 702 shares; 2025Q4: 906 shares 906 $186K 0.05% +204 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: 14,133 shares; 2024Q4: not reported; 2025Q1: 422 shares; 2025Q2: 422 shares; 2025Q3: 422 shares; 2025Q4: 467 shares 467 $185K 0.05% +45 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,466 shares; 2024Q4: 244 shares; 2025Q1: 282 shares; 2025Q2: 367 shares; 2025Q3: 394 shares; 2025Q4: 438 shares 438 $185K 0.05% +44 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: 135,819 shares; 2024Q4: 3,389 shares; 2025Q1: 2,759 shares; 2025Q2: 4,941 shares; 2025Q3: 8,398 shares; 2025Q4: 7,415 shares 7,415 $185K 0.05% -983 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: 42,740 shares; 2024Q4: 2,409 shares; 2025Q1: 3,135 shares; 2025Q2: 3,085 shares; 2025Q3: 3,194 shares; 2025Q4: 3,177 shares 3,177 $183K 0.05% -17 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,927 shares; 2024Q4: not reported; 2025Q1: 1,089 shares; 2025Q2: 1,520 shares; 2025Q3: 1,725 shares; 2025Q4: 1,832 shares 1,832 $183K 0.05% +107 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: 2,383 shares; 2024Q4: 453 shares; 2025Q1: 623 shares; 2025Q2: 780 shares; 2025Q3: 843 shares; 2025Q4: 797 shares 797 $181K 0.05% -46 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 229 shares; 2025Q4: 289 shares 289 $180K 0.05% +60 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 586 shares; 2024Q4: 212 shares; 2025Q1: 257 shares; 2025Q2: 309 shares; 2025Q3: 328 shares; 2025Q4: 350 shares 350 $179K 0.05% +22 Timeline FUN SIX FLAGS ENTERTAINMENT CORP More: the full row for SIX FLAGS ENTERTAINMENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,094 shares; 2024Q4: 14,950 shares; 2025Q1: 14,955 shares; 2025Q2: 14,955 shares; 2025Q3: 11,450 shares; 2025Q4: 11,450 shares 11,450 $176K 0.05% 0 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,444 shares; 2024Q4: 677 shares; 2025Q1: 622 shares; 2025Q2: 731 shares; 2025Q3: 721 shares; 2025Q4: 763 shares 763 $174K 0.05% +42 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: 2,571 shares; 2024Q4: 483 shares; 2025Q1: 963 shares; 2025Q2: 855 shares; 2025Q3: 930 shares; 2025Q4: 953 shares 953 $173K 0.05% +23 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: 481 shares; 2025Q2: 902 shares; 2025Q3: 1,362 shares; 2025Q4: 1,511 shares 1,511 $171K 0.05% +149 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,933 shares; 2024Q4: 20 shares; 2025Q1: 454 shares; 2025Q2: 590 shares; 2025Q3: 949 shares; 2025Q4: 1,001 shares 1,001 $171K 0.05% +52 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 325 shares; 2025Q3: 283 shares; 2025Q4: 291 shares 291 $169K 0.05% +8 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,090 shares; 2024Q4: 465 shares; 2025Q1: 543 shares; 2025Q2: 564 shares; 2025Q3: 621 shares; 2025Q4: 668 shares 668 $168K 0.05% +47 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: 6,030 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,955 shares; 2025Q4: 1,955 shares 1,955 $168K 0.05% 0 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,820 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,270 shares 10,270 $163K 0.04% new Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,743 shares; 2024Q4: 2,901 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,617 shares; 2025Q4: 1,996 shares 1,996 $162K 0.04% +379 Timeline VST VISTRA CORP More: the full row for VISTRA 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: 984 shares; 2025Q3: 1,206 shares; 2025Q4: 986 shares 986 $159K 0.04% -220 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,170 shares; 2024Q4: 669 shares; 2025Q1: 992 shares; 2025Q2: 438 shares; 2025Q3: 673 shares; 2025Q4: 651 shares 651 $158K 0.04% -22 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: 15,190 shares; 2024Q4: 94 shares; 2025Q1: 512 shares; 2025Q2: 451 shares; 2025Q3: 678 shares; 2025Q4: 738 shares 738 $158K 0.04% +60 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: 7,073 shares; 2024Q4: 56 shares; 2025Q1: 220 shares; 2025Q2: 322 shares; 2025Q3: 297 shares; 2025Q4: 335 shares 335 $157K 0.04% +38 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: 9,573 shares; 2024Q4: 286 shares; 2025Q1: 367 shares; 2025Q2: 446 shares; 2025Q3: 444 shares; 2025Q4: 329 shares 329 $155K 0.04% -115 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,431 shares; 2024Q4: 912 shares; 2025Q1: 1,160 shares; 2025Q2: 1,350 shares; 2025Q3: 1,210 shares; 2025Q4: 1,808 shares 1,808 $155K 0.04% +598 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: 309 shares; 2024Q4: 73 shares; 2025Q1: 80 shares; 2025Q2: 1,455 shares; 2025Q3: 1,657 shares; 2025Q4: 1,684 shares 1,684 $154K 0.04% +27 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,467 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,489 shares; 2025Q4: 1,630 shares 1,630 $153K 0.04% +141 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,532 shares; 2024Q4: 1,084 shares; 2025Q1: 1,314 shares; 2025Q2: 1,490 shares; 2025Q3: 1,374 shares; 2025Q4: 1,995 shares 1,995 $153K 0.04% +621 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: 33,557 shares; 2024Q4: 5,177 shares; 2025Q1: 5,794 shares; 2025Q2: 5,763 shares; 2025Q3: 3,335 shares; 2025Q4: 4,206 shares 4,206 $152K 0.04% +871 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: not reported; 2024Q4: 2,214 shares; 2025Q1: 2,579 shares; 2025Q2: 2,654 shares; 2025Q3: 2,739 shares; 2025Q4: 2,817 shares 2,817 $151K 0.04% +78 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,161 shares; 2024Q4: 69 shares; 2025Q1: 88 shares; 2025Q2: 117 shares; 2025Q3: 150 shares; 2025Q4: 184 shares 184 $149K 0.04% +34 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,111 shares 1,111 $148K 0.04% new Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,017 shares; 2025Q1: 2,842 shares; 2025Q2: 3,331 shares; 2025Q3: 4,180 shares; 2025Q4: 3,797 shares 3,797 $147K 0.04% -383 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE 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: 2,180 shares 2,180 $143K 0.04% new Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,960 shares; 2024Q4: 369 shares; 2025Q1: 511 shares; 2025Q2: 543 shares; 2025Q3: 575 shares; 2025Q4: 577 shares 577 $143K 0.04% +2 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,020 shares; 2024Q4: 112 shares; 2025Q1: 168 shares; 2025Q2: 228 shares; 2025Q3: 248 shares; 2025Q4: 278 shares 278 $142K 0.04% +30 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: 15,315 shares; 2024Q4: not reported; 2025Q1: 52 shares; 2025Q2: 91 shares; 2025Q3: 91 shares; 2025Q4: 379 shares 379 $142K 0.04% +288 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: 739 shares; 2024Q4: 147 shares; 2025Q1: 207 shares; 2025Q2: 247 shares; 2025Q3: 279 shares; 2025Q4: 300 shares 300 $140K 0.04% +21 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,917 shares; 2024Q4: 1,638 shares; 2025Q1: 2,368 shares; 2025Q2: 2,206 shares; 2025Q3: 3,758 shares; 2025Q4: 2,583 shares 2,583 $138K 0.04% -1,175 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: 2,105 shares 2,105 $138K 0.04% new Timeline DFNM 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: 28,344 shares; 2024Q4: not reported; 2025Q1: 5,901 shares; 2025Q2: 2,101 shares; 2025Q3: 2,775 shares; 2025Q4: 2,852 shares 2,852 $137K 0.04% +77 Timeline BGB BLACKSTONE STRATEGIC CRED 20 More: the full row for BLACKSTONE STRATEGIC CRED 20 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,400 shares; 2025Q1: 6,400 shares; 2025Q2: 7,400 shares; 2025Q3: 7,400 shares; 2025Q4: 11,400 shares 11,400 $134K 0.04% +4,000 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107 shares; 2024Q4: 33 shares; 2025Q1: 39 shares; 2025Q2: 38 shares; 2025Q3: 40 shares; 2025Q4: 39 shares 39 $132K 0.04% -1 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: 857 shares; 2024Q4: 160 shares; 2025Q1: 215 shares; 2025Q2: 215 shares; 2025Q3: 215 shares; 2025Q4: 365 shares 365 $131K 0.04% +150 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: 61,347 shares; 2024Q4: 166 shares; 2025Q1: 512 shares; 2025Q2: 626 shares; 2025Q3: 866 shares; 2025Q4: 1,498 shares 1,498 $131K 0.04% +632 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 414 shares; 2025Q3: 425 shares; 2025Q4: 406 shares 406 $130K 0.04% -19 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: 4,633 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 172 shares 172 $130K 0.03% new Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,763 shares; 2024Q4: 40 shares; 2025Q1: 940 shares; 2025Q2: 929 shares; 2025Q3: 1,747 shares; 2025Q4: 3,733 shares 3,733 $130K 0.03% +1,986 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: 30,854 shares; 2024Q4: 381 shares; 2025Q1: 702 shares; 2025Q2: 791 shares; 2025Q3: 1,640 shares; 2025Q4: 1,117 shares 1,117 $129K 0.03% -523 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,127 shares; 2024Q4: 582 shares; 2025Q1: 585 shares; 2025Q2: 579 shares; 2025Q3: 550 shares; 2025Q4: 573 shares 573 $128K 0.03% +23 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 355 shares 355 $127K 0.03% new 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: 10,621 shares; 2024Q4: 577 shares; 2025Q1: 688 shares; 2025Q2: 471 shares; 2025Q3: 471 shares; 2025Q4: 2,305 shares 2,305 $126K 0.03% +1,834 Timeline DFLV 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: 9,246 shares; 2024Q4: not reported; 2025Q1: 3,100 shares; 2025Q2: 3,100 shares; 2025Q3: 3,100 shares; 2025Q4: 3,683 shares 3,683 $126K 0.03% +583 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,073 shares; 2024Q4: 16 shares; 2025Q1: 35 shares; 2025Q2: 215 shares; 2025Q3: 223 shares; 2025Q4: 224 shares 224 $126K 0.03% +1 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,191 shares; 2024Q4: 1,636 shares; 2025Q1: 1,765 shares; 2025Q2: 1,725 shares; 2025Q3: 1,468 shares; 2025Q4: 1,486 shares 1,486 $125K 0.03% +18 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: not reported; 2025Q1: not reported; 2025Q2: 156 shares; 2025Q3: 174 shares; 2025Q4: 183 shares 183 $124K 0.03% +9 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 416 shares 416 $123K 0.03% new 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: 3,936 shares; 2024Q4: 295 shares; 2025Q1: 350 shares; 2025Q2: 406 shares; 2025Q3: 449 shares; 2025Q4: 468 shares 468 $123K 0.03% +19 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: 6,085 shares; 2024Q4: 603 shares; 2025Q1: 1,034 shares; 2025Q2: 1,571 shares; 2025Q3: 1,327 shares; 2025Q4: 1,441 shares 1,441 $123K 0.03% +114 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 823 shares 823 $122K 0.03% new Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,633 shares; 2024Q4: 151 shares; 2025Q1: 156 shares; 2025Q2: 292 shares; 2025Q3: 334 shares; 2025Q4: 391 shares 391 $122K 0.03% +57 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,638 shares; 2024Q4: 445 shares; 2025Q1: 728 shares; 2025Q2: 828 shares; 2025Q3: 983 shares; 2025Q4: 1,043 shares 1,043 $121K 0.03% +60 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: 7,961 shares; 2024Q4: 263 shares; 2025Q1: 473 shares; 2025Q2: 605 shares; 2025Q3: 700 shares; 2025Q4: 736 shares 736 $120K 0.03% +36 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: 435 shares; 2025Q4: 431 shares 431 $119K 0.03% -4 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,572 shares; 2024Q4: 1,623 shares; 2025Q1: 973 shares; 2025Q2: 820 shares; 2025Q3: 821 shares; 2025Q4: 857 shares 857 $118K 0.03% +36 Timeline IXN 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: 1,120 shares 1,120 $118K 0.03% new 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: not reported; 2024Q4: 363 shares; 2025Q1: 490 shares; 2025Q2: 569 shares; 2025Q3: 694 shares; 2025Q4: 856 shares 856 $116K 0.03% +162 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,767 shares; 2024Q4: 194 shares; 2025Q1: 393 shares; 2025Q2: 423 shares; 2025Q3: 439 shares; 2025Q4: 459 shares 459 $115K 0.03% +20 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,075 shares 4,075 $115K 0.03% new Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,541 shares; 2024Q4: 156 shares; 2025Q1: 299 shares; 2025Q2: 376 shares; 2025Q3: 712 shares; 2025Q4: 718 shares 718 $114K 0.03% +6 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,547 shares 9,547 $112K 0.03% new Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177,646 shares; 2024Q4: 520 shares; 2025Q1: 729 shares; 2025Q2: 993 shares; 2025Q3: 1,267 shares; 2025Q4: 1,896 shares 1,896 $111K 0.03% +629 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: 5,879 shares; 2024Q4: 885 shares; 2025Q1: 1,050 shares; 2025Q2: 1,024 shares; 2025Q3: 1,064 shares; 2025Q4: 1,189 shares 1,189 $110K 0.03% +125 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,405 shares; 2024Q4: 133 shares; 2025Q1: 215 shares; 2025Q2: 237 shares; 2025Q3: 476 shares; 2025Q4: 308 shares 308 $109K 0.03% -168 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,368 shares; 2024Q4: 902 shares; 2025Q1: 1,389 shares; 2025Q2: 1,571 shares; 2025Q3: 1,696 shares; 2025Q4: 1,739 shares 1,739 $109K 0.03% +43 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,363 shares; 2024Q4: 973 shares; 2025Q1: 1,142 shares; 2025Q2: 1,210 shares; 2025Q3: 1,322 shares; 2025Q4: 1,469 shares 1,469 $108K 0.03% +147 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: 27,490 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 372 shares; 2025Q4: 372 shares 372 $108K 0.03% 0 Timeline JIVE 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,419 shares; 2025Q4: 1,342 shares 1,342 $108K 0.03% -77 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,101 shares; 2024Q4: 349 shares; 2025Q1: 1,266 shares; 2025Q2: 1,410 shares; 2025Q3: 1,213 shares; 2025Q4: 1,325 shares 1,325 $105K 0.03% +112 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,456 shares; 2024Q4: 1,052 shares; 2025Q1: 1,148 shares; 2025Q2: 1,140 shares; 2025Q3: 1,210 shares; 2025Q4: 1,253 shares 1,253 $105K 0.03% +43 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,965 shares 6,965 $104K 0.03% new 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: 466 shares 466 $102K 0.03% new Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,255 shares; 2024Q4: 6,804 shares; 2025Q1: 7,736 shares; 2025Q2: 6,491 shares; 2025Q3: 2,401 shares; 2025Q4: 2,641 shares 2,641 $101K 0.03% +240 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,450 shares; 2024Q4: 593 shares; 2025Q1: 936 shares; 2025Q2: 1,186 shares; 2025Q3: 1,264 shares; 2025Q4: 1,278 shares 1,278 $101K 0.03% +14 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,397 shares; 2024Q4: 160 shares; 2025Q1: 300 shares; 2025Q2: 385 shares; 2025Q3: 327 shares; 2025Q4: 363 shares 363 $99.9K 0.03% +36 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,887 shares; 2025Q3: 2,260 shares; 2025Q4: 2,279 shares 2,279 $99.2K 0.03% +19 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: 15,350 shares; 2024Q4: 280 shares; 2025Q1: 382 shares; 2025Q2: 349 shares; 2025Q3: 481 shares; 2025Q4: 453 shares 453 $98.3K 0.03% -28 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,381 shares; 2024Q4: 1,965 shares; 2025Q1: 2,011 shares; 2025Q2: 2,098 shares; 2025Q3: 2,073 shares; 2025Q4: 1,674 shares 1,674 $97.7K 0.03% -399 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG 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: 2,109 shares 2,109 $97.7K 0.03% new 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: 21,337 shares; 2024Q4: 823 shares; 2025Q1: 1,106 shares; 2025Q2: 1,491 shares; 2025Q3: 1,353 shares; 2025Q4: 2,631 shares 2,631 $97.3K 0.03% +1,278 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: 24,413 shares; 2024Q4: 377 shares; 2025Q1: 377 shares; 2025Q2: 389 shares; 2025Q3: 389 shares; 2025Q4: 395 shares 395 $97.2K 0.03% +6 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: 43,503 shares; 2024Q4: 1,167 shares; 2025Q1: 1,620 shares; 2025Q2: 1,213 shares; 2025Q3: 935 shares; 2025Q4: 980 shares 980 $97.2K 0.03% +45 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,212 shares; 2024Q4: 866 shares; 2025Q1: 626 shares; 2025Q2: 715 shares; 2025Q3: 715 shares; 2025Q4: 1,002 shares 1,002 $96.2K 0.03% +287 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,796 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,800 shares; 2025Q4: 1,800 shares 1,800 $96.1K 0.03% 0 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,895 shares; 2024Q4: 291 shares; 2025Q1: 290 shares; 2025Q2: 354 shares; 2025Q3: 408 shares; 2025Q4: 429 shares 429 $94.3K 0.03% +21 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,804 shares; 2024Q4: 303 shares; 2025Q1: 319 shares; 2025Q2: 369 shares; 2025Q3: 477 shares; 2025Q4: 684 shares 684 $93.1K 0.03% +207 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,780 shares; 2025Q1: 1,780 shares; 2025Q2: 1,780 shares; 2025Q3: 1,780 shares; 2025Q4: 1,780 shares 1,780 $92.1K 0.02% 0 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,073 shares; 2024Q4: 893 shares; 2025Q1: not reported; 2025Q2: 1,405 shares; 2025Q3: 1,405 shares; 2025Q4: 1,426 shares 1,426 $91.8K 0.02% +21 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,897 shares; 2024Q4: 305 shares; 2025Q1: 379 shares; 2025Q2: 407 shares; 2025Q3: 458 shares; 2025Q4: 417 shares 417 $90.5K 0.02% -41 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134 shares; 2024Q4: not reported; 2025Q1: 7 shares; 2025Q2: 9 shares; 2025Q3: 12 shares; 2025Q4: 42 shares 42 $90.1K 0.02% +30 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 465 shares; 2025Q3: 482 shares; 2025Q4: 486 shares 486 $90K 0.02% +4 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,723 shares 1,723 $87.5K 0.02% new 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: 9,944 shares; 2024Q4: 913 shares; 2025Q1: 1,493 shares; 2025Q2: 1,540 shares; 2025Q3: 3,220 shares; 2025Q4: 1,830 shares 1,830 $87.5K 0.02% -1,390 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,995 shares; 2024Q4: 162 shares; 2025Q1: 1,014 shares; 2025Q2: 1,176 shares; 2025Q3: 2,735 shares; 2025Q4: 1,771 shares 1,771 $86.8K 0.02% -964 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: 37,011 shares; 2024Q4: 117 shares; 2025Q1: 188 shares; 2025Q2: 178 shares; 2025Q3: 261 shares; 2025Q4: 292 shares 292 $84.3K 0.02% +31 Timeline EVRG EVERGY INC More: the full row for EVERGY 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: 488 shares; 2025Q2: 832 shares; 2025Q3: 979 shares; 2025Q4: 1,163 shares 1,163 $84.3K 0.02% +184 Timeline BXMT BLACKSTONE MORTGAGE TRUST IN More: the full row for BLACKSTONE MORTGAGE TRUST IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,500 shares; 2025Q1: 2,699 shares; 2025Q2: 2,527 shares; 2025Q3: 2,582 shares; 2025Q4: 4,331 shares 4,331 $82.9K 0.02% +1,749 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 269 shares; 2025Q4: 273 shares 273 $80.7K 0.02% +4 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,408 shares; 2024Q4: 18 shares; 2025Q1: 116 shares; 2025Q2: 541 shares; 2025Q3: 602 shares; 2025Q4: 787 shares 787 $80.6K 0.02% +185 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: 22,463 shares; 2024Q4: not reported; 2025Q1: 39 shares; 2025Q2: 39 shares; 2025Q3: 39 shares; 2025Q4: 255 shares 255 $80.3K 0.02% +216 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,683 shares; 2024Q4: 624 shares; 2025Q1: 890 shares; 2025Q2: 936 shares; 2025Q3: 1,011 shares; 2025Q4: 1,004 shares 1,004 $79.5K 0.02% -7 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: 181,383 shares; 2024Q4: 3,755 shares; 2025Q1: 3,737 shares; 2025Q2: 1,792 shares; 2025Q3: 2,017 shares; 2025Q4: 2,791 shares 2,791 $78.9K 0.02% +774 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: 1,500 shares; 2024Q4: 72 shares; 2025Q1: 118 shares; 2025Q2: 143 shares; 2025Q3: 169 shares; 2025Q4: 304 shares 304 $77.9K 0.02% +135 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,820 shares; 2024Q4: 72 shares; 2025Q1: 86 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 343 shares 343 $77.3K 0.02% new 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: 5,848 shares; 2024Q4: 1,035 shares; 2025Q1: 2,126 shares; 2025Q2: 2,446 shares; 2025Q3: 1,180 shares; 2025Q4: 1,518 shares 1,518 $77.2K 0.02% +338 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,252 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 573 shares; 2025Q4: 573 shares 573 $76.5K 0.02% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,679 shares; 2024Q4: 1,399 shares; 2025Q1: 3,717 shares; 2025Q2: 4,694 shares; 2025Q3: 5,470 shares; 2025Q4: 5,818 shares 5,818 $76.3K 0.02% +348 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: 800 shares; 2024Q4: 104 shares; 2025Q1: 166 shares; 2025Q2: 180 shares; 2025Q3: 182 shares; 2025Q4: 196 shares 196 $76.3K 0.02% +14 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,161 shares; 2024Q4: 442 shares; 2025Q1: 672 shares; 2025Q2: 846 shares; 2025Q3: 1,274 shares; 2025Q4: 1,195 shares 1,195 $76.1K 0.02% -79 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: 20,083 shares; 2024Q4: not reported; 2025Q1: 586 shares; 2025Q2: 599 shares; 2025Q3: 2,377 shares; 2025Q4: 2,880 shares 2,880 $75.4K 0.02% +503 Timeline UMC UNITED MICROELECTRONICS CORP More: the full row for UNITED MICROELECTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,553 shares 9,553 $75.1K 0.02% new Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,163 shares; 2024Q4: 222 shares; 2025Q1: 445 shares; 2025Q2: 576 shares; 2025Q3: 363 shares; 2025Q4: 1,121 shares 1,121 $74.5K 0.02% +758 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: 30,916 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 377 shares; 2025Q4: 1,257 shares 1,257 $73.8K 0.02% +880 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,987 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 267 shares; 2025Q4: 891 shares 891 $73.8K 0.02% +624 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: 40,247 shares; 2024Q4: 241 shares; 2025Q1: 421 shares; 2025Q2: 429 shares; 2025Q3: 535 shares; 2025Q4: 570 shares 570 $73.6K 0.02% +35 Timeline UPWK UPWORK INC More: the full row for UPWORK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: not reported; 2025Q4: 3,690 shares 3,690 $73.1K 0.02% new Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,248 shares; 2024Q4: 629 shares; 2025Q1: 861 shares; 2025Q2: 850 shares; 2025Q3: 1,652 shares; 2025Q4: 986 shares 986 $72.8K 0.02% -666 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: 193,196 shares; 2024Q4: 1,599 shares; 2025Q1: 2,794 shares; 2025Q2: 3,008 shares; 2025Q3: 6,071 shares; 2025Q4: 4,160 shares 4,160 $72.2K 0.02% -1,911 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,487 shares; 2024Q4: 386 shares; 2025Q1: 533 shares; 2025Q2: 536 shares; 2025Q3: 589 shares; 2025Q4: 585 shares 585 $71.9K 0.02% -4 Timeline RVTY REVVITY INC More: the full row for REVVITY 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: 706 shares; 2025Q2: 621 shares; 2025Q3: 725 shares; 2025Q4: 740 shares 740 $71.6K 0.02% +15 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,731 shares; 2024Q4: 1,596 shares; 2025Q1: 1,543 shares; 2025Q2: 468 shares; 2025Q3: 563 shares; 2025Q4: 582 shares 582 $71.6K 0.02% +19 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 243 shares; 2025Q2: 300 shares; 2025Q3: 409 shares; 2025Q4: 421 shares 421 $71.4K 0.02% +12 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19 shares; 2025Q1: not reported; 2025Q2: 444 shares; 2025Q3: 711 shares; 2025Q4: 832 shares 832 $70.7K 0.02% +121 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: 7,343 shares; 2024Q4: 1,214 shares; 2025Q1: 1,319 shares; 2025Q2: 1,354 shares; 2025Q3: 2,087 shares; 2025Q4: 1,254 shares 1,254 $70.7K 0.02% -833 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: 1,666 shares; 2024Q4: 209 shares; 2025Q1: 393 shares; 2025Q2: 343 shares; 2025Q3: 409 shares; 2025Q4: 434 shares 434 $70.7K 0.02% +25 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: 13,029 shares; 2024Q4: 653 shares; 2025Q1: 553 shares; 2025Q2: 721 shares; 2025Q3: 689 shares; 2025Q4: 640 shares 640 $70.6K 0.02% -49 Timeline JBL JABIL INC More: the full row for JABIL 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: 264 shares; 2025Q3: not reported; 2025Q4: 303 shares 303 $69.1K 0.02% new Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,615 shares; 2024Q4: 170 shares; 2025Q1: 223 shares; 2025Q2: 256 shares; 2025Q3: 279 shares; 2025Q4: 349 shares 349 $68.1K 0.02% +70 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,537 shares 1,537 $67K 0.02% new Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,278 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 488 shares; 2025Q4: 691 shares 691 $66.5K 0.02% +203 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,572 shares; 2024Q4: 318 shares; 2025Q1: not reported; 2025Q2: 541 shares; 2025Q3: 614 shares; 2025Q4: 821 shares 821 $65.9K 0.02% +207 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: 5,005 shares; 2024Q4: 157 shares; 2025Q1: 302 shares; 2025Q2: 632 shares; 2025Q3: 875 shares; 2025Q4: 1,402 shares 1,402 $64.3K 0.02% +527 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: 5,851 shares; 2024Q4: 10 shares; 2025Q1: 175 shares; 2025Q2: 252 shares; 2025Q3: 299 shares; 2025Q4: 442 shares 442 $64K 0.02% +143 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS 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: 162 shares; 2025Q2: 205 shares; 2025Q3: 271 shares; 2025Q4: 353 shares 353 $63.7K 0.02% +82 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 674 shares 674 $63.5K 0.02% new 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: 4,522 shares; 2024Q4: 516 shares; 2025Q1: 852 shares; 2025Q2: 752 shares; 2025Q3: 648 shares; 2025Q4: 772 shares 772 $61.8K 0.02% +124 Timeline CIEN CIENA CORP More: the full row for CIENA 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: 264 shares 264 $61.7K 0.02% new 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: 94,127 shares; 2024Q4: 677 shares; 2025Q1: 1,151 shares; 2025Q2: 1,151 shares; 2025Q3: 1,421 shares; 2025Q4: 1,346 shares 1,346 $61.3K 0.02% -75 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: 19,065 shares; 2024Q4: 544 shares; 2025Q1: 774 shares; 2025Q2: 911 shares; 2025Q3: 946 shares; 2025Q4: 770 shares 770 $60.8K 0.02% -176 Timeline MUJ BLACKROCK MUNIHLDGS NJ QLTY More: the full row for BLACKROCK MUNIHLDGS NJ QLTY 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 $59.5K 0.02% new Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,476 shares; 2024Q4: 371 shares; 2025Q1: 1,523 shares; 2025Q2: 629 shares; 2025Q3: 653 shares; 2025Q4: 715 shares 715 $58.6K 0.02% +62 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,082 shares; 2024Q4: 10 shares; 2025Q1: 26 shares; 2025Q2: 54 shares; 2025Q3: 69 shares; 2025Q4: 96 shares 96 $58.3K 0.02% +27 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: 33,171 shares; 2024Q4: 200 shares; 2025Q1: 425 shares; 2025Q2: 409 shares; 2025Q3: 541 shares; 2025Q4: 511 shares 511 $57.7K 0.02% -30 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,059 shares; 2024Q4: 234 shares; 2025Q1: 408 shares; 2025Q2: 491 shares; 2025Q3: 634 shares; 2025Q4: 955 shares 955 $56.5K 0.02% +321 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 141 shares; 2025Q2: 182 shares; 2025Q3: 178 shares; 2025Q4: 593 shares 593 $56.4K 0.02% +415 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 578 shares; 2025Q3: 690 shares; 2025Q4: 827 shares 827 $55.7K 0.02% +137 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI 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: 652 shares 652 $55.6K 0.02% new Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,728 shares; 2024Q4: 371 shares; 2025Q1: 7,305 shares; 2025Q2: 7,062 shares; 2025Q3: 6,912 shares; 2025Q4: 5,488 shares 5,488 $55.5K 0.01% -1,424 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: 105,083 shares; 2024Q4: 670 shares; 2025Q1: 731 shares; 2025Q2: 980 shares; 2025Q3: 1,223 shares; 2025Q4: 1,480 shares 1,480 $54.2K 0.01% +257 Timeline