STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,643,421 shares; 2025Q3: 1,042,958 shares; 2025Q4: 1,042,978 shares 1,042,978 $135M 15.01% +20 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: 157,204 shares; 2024Q4: 162,914 shares; 2025Q1: 167,143 shares; 2025Q2: 177,090 shares; 2025Q3: 181,648 shares; 2025Q4: 190,748 shares 190,748 $131M 14.57% +9,100 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 465,326 shares; 2024Q4: 496,671 shares; 2025Q1: 520,864 shares; 2025Q2: 556,200 shares; 2025Q3: 647,676 shares; 2025Q4: 737,029 shares 737,029 $65.9M 7.35% +89,353 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,589 shares; 2024Q4: 98,992 shares; 2025Q1: 99,707 shares; 2025Q2: 101,370 shares; 2025Q3: 102,392 shares; 2025Q4: 112,670 shares 112,670 $30.6M 3.42% +10,278 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 397,073 shares; 2024Q4: 410,781 shares; 2025Q1: 426,653 shares; 2025Q2: 441,160 shares; 2025Q3: 445,011 shares; 2025Q4: 433,842 shares 433,842 $28.6M 3.19% -11,169 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: 236,165 shares; 2024Q4: 251,830 shares; 2025Q1: 257,146 shares; 2025Q2: 263,882 shares; 2025Q3: 248,691 shares; 2025Q4: 233,866 shares 233,866 $28.1M 3.13% -14,825 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: 111,494 shares; 2024Q4: 116,761 shares; 2025Q1: 118,811 shares; 2025Q2: 124,753 shares; 2025Q3: 138,019 shares; 2025Q4: 142,841 shares 142,841 $26.6M 2.97% +4,822 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: 184,845 shares; 2024Q4: 189,144 shares; 2025Q1: 198,321 shares; 2025Q2: 233,324 shares; 2025Q3: 226,482 shares; 2025Q4: 251,458 shares 251,458 $25.1M 2.8% +24,976 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: 39,348 shares; 2024Q4: 40,845 shares; 2025Q1: 42,028 shares; 2025Q2: 43,981 shares; 2025Q3: 45,227 shares; 2025Q4: 47,740 shares 47,740 $23.1M 2.57% +2,513 Timeline HTRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 271,628 shares; 2025Q1: 518,735 shares; 2025Q2: 563,908 shares; 2025Q3: 610,053 shares; 2025Q4: 656,236 shares 656,236 $22.4M 2.5% +46,183 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: 19,000 shares; 2024Q4: 19,458 shares; 2025Q1: 22,390 shares; 2025Q2: 26,854 shares; 2025Q3: 26,972 shares; 2025Q4: 27,077 shares 27,077 $18.5M 2.06% +105 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: 209,460 shares; 2024Q4: 211,562 shares; 2025Q1: 189,453 shares; 2025Q2: 209,215 shares; 2025Q3: 221,613 shares; 2025Q4: 244,429 shares 244,429 $16.4M 1.83% +22,816 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: 44,413 shares; 2024Q4: 45,154 shares; 2025Q1: 49,909 shares; 2025Q2: 53,638 shares; 2025Q3: 55,020 shares; 2025Q4: 58,675 shares 58,675 $13.5M 1.51% +3,655 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,643 shares; 2024Q4: 29,145 shares; 2025Q1: 30,887 shares; 2025Q2: 31,695 shares; 2025Q3: 32,339 shares; 2025Q4: 35,996 shares 35,996 $11.3M 1.26% +3,657 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: 31,927 shares; 2024Q4: 32,026 shares; 2025Q1: 32,860 shares; 2025Q2: 34,109 shares; 2025Q3: 34,647 shares; 2025Q4: 35,157 shares 35,157 $11M 1.23% +510 Timeline SMMD 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: 43,974 shares; 2024Q4: 50,167 shares; 2025Q1: 64,276 shares; 2025Q2: 88,183 shares; 2025Q3: 95,148 shares; 2025Q4: 128,255 shares 128,255 $9.61M 1.07% +33,107 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: 20,136 shares; 2024Q4: 21,293 shares; 2025Q1: 22,970 shares; 2025Q2: 23,594 shares; 2025Q3: 24,692 shares; 2025Q4: 26,044 shares 26,044 $9.01M 1.01% +1,352 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: 92,953 shares; 2024Q4: 96,021 shares; 2025Q1: 104,363 shares; 2025Q2: 91,853 shares; 2025Q3: 73,916 shares; 2025Q4: 80,678 shares 80,678 $8.64M 0.96% +6,762 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,102 shares; 2024Q4: 8,400 shares; 2025Q1: 8,808 shares; 2025Q2: 9,529 shares; 2025Q3: 9,769 shares; 2025Q4: 11,008 shares 11,008 $7.27M 0.81% +1,239 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: 19,015 shares; 2024Q4: 19,271 shares; 2025Q1: 20,070 shares; 2025Q2: 20,536 shares; 2025Q3: 20,463 shares; 2025Q4: 22,183 shares 22,183 $7.15M 0.8% +1,720 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: 9,138 shares; 2024Q4: 10,270 shares; 2025Q1: 9,632 shares; 2025Q2: 10,881 shares; 2025Q3: 11,934 shares; 2025Q4: 13,079 shares 13,079 $5.88M 0.66% +1,145 Timeline UFPT UFP TECHNOLOGIES INC More: the full row for UFP TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,455 shares; 2024Q4: 26,456 shares; 2025Q1: 26,458 shares; 2025Q2: 26,460 shares; 2025Q3: 26,462 shares; 2025Q4: 26,460 shares 26,460 $5.87M 0.66% -2 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: 4,842 shares; 2024Q4: 4,931 shares; 2025Q1: 5,029 shares; 2025Q2: 5,124 shares; 2025Q3: 5,166 shares; 2025Q4: 5,401 shares 5,401 $5.8M 0.65% +235 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 38,987 shares 38,987 $5.52M 0.62% new 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: 9,391 shares; 2024Q4: 9,579 shares; 2025Q1: 9,813 shares; 2025Q2: 10,372 shares; 2025Q3: 10,454 shares; 2025Q4: 10,898 shares 10,898 $5.48M 0.61% +444 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: 41,892 shares; 2024Q4: 40,381 shares; 2025Q1: 40,249 shares; 2025Q2: 53,249 shares; 2025Q3: 53,219 shares; 2025Q4: 54,099 shares 54,099 $5.2M 0.58% +880 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: 30,275 shares; 2024Q4: 28,541 shares; 2025Q1: 28,153 shares; 2025Q2: 21,394 shares; 2025Q3: 21,887 shares; 2025Q4: 24,069 shares 24,069 $4.98M 0.56% +2,182 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: 27,947 shares; 2024Q4: 29,206 shares; 2025Q1: 30,267 shares; 2025Q2: 29,144 shares; 2025Q3: 29,477 shares; 2025Q4: 33,616 shares 33,616 $4.05M 0.45% +4,139 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,012 shares; 2024Q4: 21,532 shares; 2025Q1: 24,040 shares; 2025Q2: 42,096 shares; 2025Q3: 51,816 shares; 2025Q4: 105,927 shares 105,927 $3.67M 0.41% +54,111 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,113 shares; 2024Q4: 9,958 shares; 2025Q1: 9,447 shares; 2025Q2: 10,740 shares; 2025Q3: 10,718 shares; 2025Q4: 10,915 shares 10,915 $3.66M 0.41% +197 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: 8,486 shares; 2024Q4: 8,703 shares; 2025Q1: 9,114 shares; 2025Q2: 9,288 shares; 2025Q3: 9,426 shares; 2025Q4: 10,147 shares 10,147 $3.56M 0.4% +721 Timeline RLY SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,177 shares; 2024Q4: 29,017 shares; 2025Q1: 30,274 shares; 2025Q2: 37,822 shares; 2025Q3: 54,303 shares; 2025Q4: 111,925 shares 111,925 $3.52M 0.39% +57,622 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: 22,879 shares; 2024Q4: 23,395 shares; 2025Q1: 23,897 shares; 2025Q2: 25,987 shares; 2025Q3: 26,714 shares; 2025Q4: 30,919 shares 30,919 $3.44M 0.38% +4,205 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: not reported; 2024Q4: 6,980 shares; 2025Q1: 7,361 shares; 2025Q2: 45,802 shares; 2025Q3: 67,748 shares; 2025Q4: 66,157 shares 66,157 $3.33M 0.37% -1,591 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: 12,469 shares; 2024Q4: 12,832 shares; 2025Q1: 13,336 shares; 2025Q2: 13,181 shares; 2025Q3: 13,448 shares; 2025Q4: 14,233 shares 14,233 $3.25M 0.36% +785 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,017 shares; 2024Q4: 28,407 shares; 2025Q1: 28,388 shares; 2025Q2: 28,526 shares; 2025Q3: 28,428 shares; 2025Q4: 28,066 shares 28,066 $2.83M 0.32% -362 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: 4,623 shares; 2024Q4: 4,664 shares; 2025Q1: 4,749 shares; 2025Q2: 4,636 shares; 2025Q3: 4,691 shares; 2025Q4: 4,894 shares 4,894 $2.8M 0.31% +203 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: 17,283 shares; 2024Q4: 31,715 shares; 2025Q1: 31,865 shares; 2025Q2: 26,234 shares; 2025Q3: 25,975 shares; 2025Q4: 18,865 shares 18,865 $2.7M 0.3% -7,110 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: 23,664 shares; 2024Q4: 31,972 shares; 2025Q1: 34,178 shares; 2025Q2: 26,842 shares; 2025Q3: 27,182 shares; 2025Q4: 27,503 shares 27,503 $2.65M 0.3% +321 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: 13,948 shares; 2024Q4: 14,166 shares; 2025Q1: 14,317 shares; 2025Q2: 14,354 shares; 2025Q3: 14,663 shares; 2025Q4: 14,909 shares 14,909 $2.39M 0.27% +246 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: 3,173 shares; 2024Q4: 3,268 shares; 2025Q1: 3,662 shares; 2025Q2: 3,553 shares; 2025Q3: 3,700 shares; 2025Q4: 4,189 shares 4,189 $2.39M 0.27% +489 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: 29,066 shares; 2024Q4: 31,803 shares; 2025Q1: 33,224 shares; 2025Q2: 34,536 shares; 2025Q3: 35,013 shares; 2025Q4: 41,132 shares 41,132 $2.26M 0.25% +6,119 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,780 shares; 2024Q4: 1,834 shares; 2025Q1: 1,979 shares; 2025Q2: 2,292 shares; 2025Q3: 2,317 shares; 2025Q4: 24,020 shares 24,020 $2.25M 0.25% +21,703 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: 11,172 shares; 2024Q4: 11,120 shares; 2025Q1: 11,367 shares; 2025Q2: 10,800 shares; 2025Q3: 11,081 shares; 2025Q4: 12,145 shares 12,145 $2.23M 0.25% +1,064 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: 2,091 shares; 2024Q4: 2,144 shares; 2025Q1: 2,180 shares; 2025Q2: 2,501 shares; 2025Q3: 2,576 shares; 2025Q4: 2,524 shares 2,524 $2.18M 0.24% -52 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: 20,389 shares; 2024Q4: 21,309 shares; 2025Q1: 21,880 shares; 2025Q2: 23,827 shares; 2025Q3: 24,196 shares; 2025Q4: 27,859 shares 27,859 $2.15M 0.24% +3,663 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,453 shares; 2024Q4: 5,523 shares; 2025Q1: 5,767 shares; 2025Q2: 6,071 shares; 2025Q3: 6,251 shares; 2025Q4: 6,833 shares 6,833 $2.1M 0.23% +582 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,758 shares; 2024Q4: 31,000 shares; 2025Q1: 31,000 shares; 2025Q2: 31,000 shares; 2025Q3: 31,000 shares; 2025Q4: 31,000 shares 31,000 $2.08M 0.23% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,464 shares; 2024Q4: 4,479 shares; 2025Q1: 4,685 shares; 2025Q2: 4,094 shares; 2025Q3: 5,181 shares; 2025Q4: 5,927 shares 5,927 $1.96M 0.22% +746 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: 7,710 shares; 2024Q4: 7,758 shares; 2025Q1: 8,133 shares; 2025Q2: 8,182 shares; 2025Q3: 11,714 shares; 2025Q4: 12,330 shares 12,330 $1.88M 0.21% +616 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: 16,960 shares; 2024Q4: 16,528 shares; 2025Q1: 13,763 shares; 2025Q2: 14,673 shares; 2025Q3: 15,200 shares; 2025Q4: 17,591 shares 17,591 $1.85M 0.21% +2,391 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,109 shares; 2025Q3: 20,324 shares; 2025Q4: 20,584 shares 20,584 $1.8M 0.2% +260 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,548 shares; 2024Q4: 4,818 shares; 2025Q1: 4,977 shares; 2025Q2: 5,417 shares; 2025Q3: 5,457 shares; 2025Q4: 5,995 shares 5,995 $1.78M 0.2% +538 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,383 shares; 2024Q4: 10,635 shares; 2025Q1: 11,121 shares; 2025Q2: 9,958 shares; 2025Q3: 9,956 shares; 2025Q4: 10,372 shares 10,372 $1.77M 0.2% +416 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: 3,871 shares; 2024Q4: 3,755 shares; 2025Q1: 3,663 shares; 2025Q2: 3,830 shares; 2025Q3: 3,886 shares; 2025Q4: 4,978 shares 4,978 $1.76M 0.2% +1,092 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,994 shares; 2024Q4: 5,328 shares; 2025Q1: 5,485 shares; 2025Q2: 5,283 shares; 2025Q3: 5,593 shares; 2025Q4: 6,149 shares 6,149 $1.75M 0.2% +556 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,782 shares; 2024Q4: 21,626 shares; 2025Q1: 22,560 shares; 2025Q2: 23,696 shares; 2025Q3: 23,618 shares; 2025Q4: 24,220 shares 24,220 $1.69M 0.19% +602 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,547 shares; 2025Q1: 6,382 shares; 2025Q2: 7,166 shares; 2025Q3: 7,927 shares; 2025Q4: 9,336 shares 9,336 $1.66M 0.19% +1,409 Timeline SUB 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: 11,538 shares; 2024Q4: 13,322 shares; 2025Q1: 10,444 shares; 2025Q2: 5,119 shares; 2025Q3: 4,974 shares; 2025Q4: 15,464 shares 15,464 $1.65M 0.18% +10,490 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,210 shares; 2024Q4: 20,438 shares; 2025Q1: 23,267 shares; 2025Q2: 28,707 shares; 2025Q3: 28,848 shares; 2025Q4: 30,320 shares 30,320 $1.63M 0.18% +1,472 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,347 shares; 2024Q4: 4,483 shares; 2025Q1: 4,797 shares; 2025Q2: 4,870 shares; 2025Q3: 4,999 shares; 2025Q4: 4,732 shares 4,732 $1.63M 0.18% -267 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,974 shares; 2024Q4: 5,100 shares; 2025Q1: 5,108 shares; 2025Q2: 5,595 shares; 2025Q3: 5,614 shares; 2025Q4: 6,289 shares 6,289 $1.62M 0.18% +675 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: 6,322 shares; 2024Q4: 6,358 shares; 2025Q1: 6,750 shares; 2025Q2: 7,024 shares; 2025Q3: 7,350 shares; 2025Q4: 7,474 shares 7,474 $1.6M 0.18% +124 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: 5,009 shares; 2024Q4: 5,219 shares; 2025Q1: 5,315 shares; 2025Q2: 5,538 shares; 2025Q3: 5,506 shares; 2025Q4: 5,991 shares 5,991 $1.59M 0.18% +485 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,284 shares; 2024Q4: 5,247 shares; 2025Q1: 5,302 shares; 2025Q2: 5,267 shares; 2025Q3: 5,577 shares; 2025Q4: 6,274 shares 6,274 $1.54M 0.17% +697 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: 4,285 shares; 2024Q4: 4,276 shares; 2025Q1: 4,321 shares; 2025Q2: 4,338 shares; 2025Q3: 4,352 shares; 2025Q4: 9,097 shares 9,097 $1.48M 0.17% +4,745 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: 6,626 shares; 2024Q4: 6,626 shares; 2025Q1: 6,702 shares; 2025Q2: 6,701 shares; 2025Q3: 6,701 shares; 2025Q4: 6,698 shares 6,698 $1.47M 0.16% -3 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: 6,308 shares; 2024Q4: 6,624 shares; 2025Q1: 6,804 shares; 2025Q2: 7,235 shares; 2025Q3: 7,497 shares; 2025Q4: 7,422 shares 7,422 $1.45M 0.16% -75 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,718 shares; 2024Q4: 17,627 shares; 2025Q1: 18,013 shares; 2025Q2: 22,995 shares; 2025Q3: 23,303 shares; 2025Q4: 23,104 shares 23,104 $1.44M 0.16% -199 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,406 shares; 2024Q4: 1,482 shares; 2025Q1: 1,532 shares; 2025Q2: 1,589 shares; 2025Q3: 1,613 shares; 2025Q4: 1,617 shares 1,617 $1.42M 0.16% +4 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,852 shares; 2024Q4: 1,916 shares; 2025Q1: 1,970 shares; 2025Q2: 2,243 shares; 2025Q3: 2,178 shares; 2025Q4: 2,403 shares 2,403 $1.36M 0.15% +225 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,770 shares; 2024Q4: 4,798 shares; 2025Q1: 5,330 shares; 2025Q2: 7,844 shares; 2025Q3: 12,681 shares; 2025Q4: 13,985 shares 13,985 $1.36M 0.15% +1,304 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: 5,905 shares; 2024Q4: 6,024 shares; 2025Q1: 6,231 shares; 2025Q2: 7,590 shares; 2025Q3: 7,667 shares; 2025Q4: 8,799 shares 8,799 $1.35M 0.15% +1,132 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: 4,158 shares; 2024Q4: 4,232 shares; 2025Q1: 4,277 shares; 2025Q2: 4,403 shares; 2025Q3: 4,350 shares; 2025Q4: 4,238 shares 4,238 $1.35M 0.15% -112 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: 4,099 shares; 2024Q4: 4,058 shares; 2025Q1: 4,150 shares; 2025Q2: 4,572 shares; 2025Q3: 4,742 shares; 2025Q4: 5,579 shares 5,579 $1.35M 0.15% +837 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: 12,198 shares; 2024Q4: 12,268 shares; 2025Q1: 12,701 shares; 2025Q2: 13,039 shares; 2025Q3: 13,505 shares; 2025Q4: 13,388 shares 13,388 $1.34M 0.15% -117 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: 6,645 shares; 2024Q4: 6,735 shares; 2025Q1: 6,874 shares; 2025Q2: 7,287 shares; 2025Q3: 7,491 shares; 2025Q4: 7,438 shares 7,438 $1.32M 0.15% -53 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,911 shares; 2024Q4: 1,850 shares; 2025Q1: 1,922 shares; 2025Q2: 1,741 shares; 2025Q3: 1,842 shares; 2025Q4: 2,211 shares 2,211 $1.28M 0.14% +369 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: 20,297 shares; 2024Q4: 17,561 shares; 2025Q1: 16,688 shares; 2025Q2: 16,628 shares; 2025Q3: 16,697 shares; 2025Q4: 35,262 shares 35,262 $1.28M 0.14% +18,565 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,315 shares; 2024Q4: 3,548 shares; 2025Q1: 3,729 shares; 2025Q2: 3,710 shares; 2025Q3: 3,863 shares; 2025Q4: 4,007 shares 4,007 $1.22M 0.14% +144 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: 10,281 shares; 2024Q4: 10,901 shares; 2025Q1: 12,473 shares; 2025Q2: 12,365 shares; 2025Q3: 12,607 shares; 2025Q4: 12,993 shares 12,993 $1.21M 0.14% +386 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: 23,282 shares; 2024Q4: 26,171 shares; 2025Q1: 29,469 shares; 2025Q2: 28,852 shares; 2025Q3: 30,162 shares; 2025Q4: 32,642 shares 32,642 $1.2M 0.13% +2,480 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: 1,406 shares; 2024Q4: 1,444 shares; 2025Q1: 1,545 shares; 2025Q2: 1,545 shares; 2025Q3: 1,582 shares; 2025Q4: 1,820 shares 1,820 $1.19M 0.13% +238 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: 7,013 shares; 2024Q4: 6,963 shares; 2025Q1: 6,962 shares; 2025Q2: 6,647 shares; 2025Q3: 6,781 shares; 2025Q4: 6,802 shares 6,802 $1.18M 0.13% +21 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: 7,183 shares; 2024Q4: 5,802 shares; 2025Q1: 5,782 shares; 2025Q2: 5,539 shares; 2025Q3: 5,513 shares; 2025Q4: 5,561 shares 5,561 $1.14M 0.13% +48 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,226 shares; 2024Q4: 8,226 shares; 2025Q1: 8,234 shares; 2025Q2: 8,272 shares; 2025Q3: 7,908 shares; 2025Q4: 7,916 shares 7,916 $1.12M 0.12% +8 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: 7,595 shares; 2024Q4: 7,936 shares; 2025Q1: 8,332 shares; 2025Q2: 8,922 shares; 2025Q3: 9,145 shares; 2025Q4: 8,783 shares 8,783 $1.1M 0.12% -362 Timeline IWY 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: 1,282 shares; 2024Q4: 2,768 shares; 2025Q1: 4,272 shares; 2025Q2: 3,159 shares; 2025Q3: 2,928 shares; 2025Q4: 3,932 shares 3,932 $1.09M 0.12% +1,004 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: 162 shares; 2024Q4: 168 shares; 2025Q1: 169 shares; 2025Q2: 172 shares; 2025Q3: 172 shares; 2025Q4: 201 shares 201 $1.08M 0.12% +29 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: 4,662 shares; 2024Q4: 4,675 shares; 2025Q1: 4,727 shares; 2025Q2: 4,895 shares; 2025Q3: 5,089 shares; 2025Q4: 4,661 shares 4,661 $1.06M 0.12% -428 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,484 shares; 2024Q4: 2,527 shares; 2025Q1: 2,584 shares; 2025Q2: 2,702 shares; 2025Q3: 2,792 shares; 2025Q4: 2,860 shares 2,860 $1.06M 0.12% +68 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 833 shares; 2025Q1: 870 shares; 2025Q2: 888 shares; 2025Q3: 939 shares; 2025Q4: 976 shares 976 $1.04M 0.12% +37 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,263 shares; 2024Q4: 5,301 shares; 2025Q1: 5,578 shares; 2025Q2: 5,561 shares; 2025Q3: 6,634 shares; 2025Q4: 7,234 shares 7,234 $1.04M 0.12% +600 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: 1,146 shares; 2024Q4: 1,161 shares; 2025Q1: 1,169 shares; 2025Q2: 1,257 shares; 2025Q3: 1,270 shares; 2025Q4: 6,713 shares 6,713 $1.03M 0.11% +5,443 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: 7,172 shares; 2024Q4: 7,330 shares; 2025Q1: 7,254 shares; 2025Q2: 8,449 shares; 2025Q3: 8,397 shares; 2025Q4: 8,257 shares 8,257 $1.02M 0.11% -140 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: 11,541 shares; 2024Q4: 11,606 shares; 2025Q1: 11,567 shares; 2025Q2: 11,307 shares; 2025Q3: 12,243 shares; 2025Q4: 12,652 shares 12,652 $1.02M 0.11% +409 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: 740 shares; 2024Q4: 755 shares; 2025Q1: 780 shares; 2025Q2: 784 shares; 2025Q3: 789 shares; 2025Q4: 814 shares 814 $989K 0.11% +25 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: 4,444 shares; 2024Q4: 4,509 shares; 2025Q1: 7,603 shares; 2025Q2: 9,764 shares; 2025Q3: 10,239 shares; 2025Q4: 11,202 shares 11,202 $981K 0.11% +963 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,721 shares; 2024Q4: 5,511 shares; 2025Q1: 5,242 shares; 2025Q2: 6,673 shares; 2025Q3: 6,772 shares; 2025Q4: 10,393 shares 10,393 $973K 0.11% +3,621 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,501 shares; 2024Q4: 1,467 shares; 2025Q1: 1,518 shares; 2025Q2: 1,464 shares; 2025Q3: 1,550 shares; 2025Q4: 1,699 shares 1,699 $969K 0.11% +149 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,423 shares; 2025Q1: 4,842 shares; 2025Q2: 4,414 shares; 2025Q3: 4,596 shares; 2025Q4: 5,600 shares 5,600 $959K 0.11% +1,004 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,444 shares; 2024Q4: 2,308 shares; 2025Q1: 2,593 shares; 2025Q2: 2,830 shares; 2025Q3: 2,894 shares; 2025Q4: 2,921 shares 2,921 $956K 0.11% +27 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: 2,231 shares; 2024Q4: 2,124 shares; 2025Q1: 2,096 shares; 2025Q2: 2,324 shares; 2025Q3: 2,468 shares; 2025Q4: 3,280 shares 3,280 $947K 0.11% +812 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: 2,963 shares; 2024Q4: 2,864 shares; 2025Q1: 2,479 shares; 2025Q2: 3,689 shares; 2025Q3: 3,657 shares; 2025Q4: 3,657 shares 3,657 $943K 0.11% 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: 1,820 shares; 2024Q4: 1,878 shares; 2025Q1: 1,943 shares; 2025Q2: 2,431 shares; 2025Q3: 2,527 shares; 2025Q4: 2,935 shares 2,935 $916K 0.1% +408 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: 16,949 shares; 2024Q4: 17,181 shares; 2025Q1: 17,242 shares; 2025Q2: 20,069 shares; 2025Q3: 19,696 shares; 2025Q4: 22,392 shares 22,392 $912K 0.1% +2,696 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: 1,964 shares; 2024Q4: 1,981 shares; 2025Q1: 2,033 shares; 2025Q2: 2,191 shares; 2025Q3: 2,222 shares; 2025Q4: 2,136 shares 2,136 $911K 0.1% -86 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: 2,205 shares; 2024Q4: 2,229 shares; 2025Q1: 2,254 shares; 2025Q2: 2,336 shares; 2025Q3: 2,328 shares; 2025Q4: 2,336 shares 2,336 $909K 0.1% +8 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: 860 shares; 2024Q4: 910 shares; 2025Q1: 924 shares; 2025Q2: 944 shares; 2025Q3: 969 shares; 2025Q4: 1,106 shares 1,106 $907K 0.1% +137 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: 4,786 shares; 2024Q4: 4,994 shares; 2025Q1: 5,263 shares; 2025Q2: 5,664 shares; 2025Q3: 5,719 shares; 2025Q4: 6,710 shares 6,710 $907K 0.1% +991 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: 6,973 shares; 2024Q4: 7,127 shares; 2025Q1: 8,069 shares; 2025Q2: 7,991 shares; 2025Q3: 8,173 shares; 2025Q4: 9,478 shares 9,478 $904K 0.1% +1,305 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,057 shares; 2024Q4: 14,102 shares; 2025Q1: 14,144 shares; 2025Q2: 14,350 shares; 2025Q3: 14,370 shares; 2025Q4: 14,367 shares 14,367 $890K 0.1% -3 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,802 shares; 2024Q4: 3,707 shares; 2025Q1: 3,856 shares; 2025Q2: 3,753 shares; 2025Q3: 3,646 shares; 2025Q4: 3,879 shares 3,879 $888K 0.1% +233 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: 1,374 shares; 2024Q4: 1,428 shares; 2025Q1: 1,521 shares; 2025Q2: 3,553 shares; 2025Q3: 3,635 shares; 2025Q4: 3,654 shares 3,654 $886K 0.1% +19 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,012 shares; 2024Q4: 1,044 shares; 2025Q1: 1,095 shares; 2025Q2: 1,163 shares; 2025Q3: 1,174 shares; 2025Q4: 1,288 shares 1,288 $853K 0.1% +114 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,930 shares; 2024Q4: 26,790 shares; 2025Q1: 39,870 shares; 2025Q2: 35,790 shares; 2025Q3: 31,750 shares; 2025Q4: 31,215 shares 31,215 $840K 0.09% -535 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: 25,829 shares; 2024Q4: 31,335 shares; 2025Q1: 31,878 shares; 2025Q2: 33,800 shares; 2025Q3: 35,888 shares; 2025Q4: 33,682 shares 33,682 $837K 0.09% -2,206 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,223 shares; 2024Q4: 1,273 shares; 2025Q1: 1,340 shares; 2025Q2: 1,446 shares; 2025Q3: 1,461 shares; 2025Q4: 1,592 shares 1,592 $832K 0.09% +131 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: 13,297 shares; 2024Q4: 4,466 shares; 2025Q1: 3,988 shares; 2025Q2: 3,720 shares; 2025Q3: 3,762 shares; 2025Q4: 3,898 shares 3,898 $827K 0.09% +136 Timeline ILCG 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: 7,850 shares; 2024Q4: 7,850 shares; 2025Q1: 7,850 shares; 2025Q2: 7,850 shares; 2025Q3: 7,850 shares; 2025Q4: 7,850 shares 7,850 $817K 0.09% 0 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: 692 shares; 2024Q4: 1,009 shares; 2025Q1: 888 shares; 2025Q2: 1,153 shares; 2025Q3: 1,153 shares; 2025Q4: 1,323 shares 1,323 $813K 0.09% +170 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: 1,472 shares; 2024Q4: 2,366 shares; 2025Q1: 2,875 shares; 2025Q2: 3,473 shares; 2025Q3: 3,512 shares; 2025Q4: 4,228 shares 4,228 $808K 0.09% +716 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: 5,039 shares; 2024Q4: 5,708 shares; 2025Q1: 5,850 shares; 2025Q2: 5,866 shares; 2025Q3: 6,250 shares; 2025Q4: 6,871 shares 6,871 $782K 0.09% +621 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: 3,440 shares; 2024Q4: 3,472 shares; 2025Q1: 3,485 shares; 2025Q2: 3,568 shares; 2025Q3: 3,582 shares; 2025Q4: 3,609 shares 3,609 $770K 0.09% +27 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,439 shares; 2024Q4: 2,660 shares; 2025Q1: 2,888 shares; 2025Q2: 2,696 shares; 2025Q3: 2,172 shares; 2025Q4: 2,858 shares 2,858 $767K 0.09% +686 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: 17,884 shares; 2024Q4: 13,585 shares; 2025Q1: 13,735 shares; 2025Q2: 13,735 shares; 2025Q3: 13,735 shares; 2025Q4: 10,340 shares 10,340 $766K 0.09% -3,395 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: 8,028 shares; 2024Q4: 7,887 shares; 2025Q1: 9,722 shares; 2025Q2: 9,144 shares; 2025Q3: 9,839 shares; 2025Q4: 9,285 shares 9,285 $759K 0.08% -554 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: 669 shares; 2024Q4: 689 shares; 2025Q1: 715 shares; 2025Q2: 788 shares; 2025Q3: 1,327 shares; 2025Q4: 1,478 shares 1,478 $754K 0.08% +151 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,493 shares; 2024Q4: 1,505 shares; 2025Q1: 1,584 shares; 2025Q2: 1,631 shares; 2025Q3: 1,622 shares; 2025Q4: 1,562 shares 1,562 $727K 0.08% -60 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: 11,240 shares; 2024Q4: 11,484 shares; 2025Q1: 11,625 shares; 2025Q2: 12,444 shares; 2025Q3: 13,131 shares; 2025Q4: 12,589 shares 12,589 $726K 0.08% -542 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: 3,273 shares; 2024Q4: 3,326 shares; 2025Q1: 3,330 shares; 2025Q2: 3,763 shares; 2025Q3: 3,782 shares; 2025Q4: 3,701 shares 3,701 $722K 0.08% -81 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: 495 shares; 2024Q4: 501 shares; 2025Q1: 545 shares; 2025Q2: 7,798 shares; 2025Q3: 7,992 shares; 2025Q4: 7,908 shares 7,908 $721K 0.08% -84 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: 3,629 shares; 2024Q4: 3,618 shares; 2025Q1: 3,771 shares; 2025Q2: 3,088 shares; 2025Q3: 3,129 shares; 2025Q4: 3,108 shares 3,108 $719K 0.08% -21 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,697 shares; 2024Q4: 5,306 shares; 2025Q1: 5,270 shares; 2025Q2: 5,632 shares; 2025Q3: 5,993 shares; 2025Q4: 6,033 shares 6,033 $704K 0.08% +40 Timeline GSAT GLOBALSTAR INC More: the full row for GLOBALSTAR 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: 11,445 shares; 2025Q2: 11,445 shares; 2025Q3: 11,445 shares; 2025Q4: 11,495 shares 11,495 $702K 0.08% +50 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: 2,292 shares; 2024Q4: 2,307 shares; 2025Q1: 2,769 shares; 2025Q2: 2,435 shares; 2025Q3: 2,501 shares; 2025Q4: 2,583 shares 2,583 $701K 0.08% +82 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,878 shares; 2024Q4: 1,765 shares; 2025Q1: 1,885 shares; 2025Q2: 1,734 shares; 2025Q3: 1,817 shares; 2025Q4: 1,990 shares 1,990 $696K 0.08% +173 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: 10,120 shares; 2024Q4: 9,531 shares; 2025Q1: 9,761 shares; 2025Q2: 9,953 shares; 2025Q3: 10,051 shares; 2025Q4: 15,528 shares 15,528 $677K 0.08% +5,477 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,373 shares; 2024Q4: 1,450 shares; 2025Q1: 1,515 shares; 2025Q2: 2,005 shares; 2025Q3: 2,054 shares; 2025Q4: 1,891 shares 1,891 $665K 0.07% -163 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: 1,336 shares; 2024Q4: 1,340 shares; 2025Q1: 1,342 shares; 2025Q2: 1,343 shares; 2025Q3: 1,339 shares; 2025Q4: 1,336 shares 1,336 $655K 0.07% -3 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: 6,982 shares; 2024Q4: 7,691 shares; 2025Q1: 7,633 shares; 2025Q2: 8,927 shares; 2025Q3: 9,965 shares; 2025Q4: 11,125 shares 11,125 $652K 0.07% +1,160 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: not reported; 2024Q4: not reported; 2025Q1: 1,792 shares; 2025Q2: 1,873 shares; 2025Q3: 1,894 shares; 2025Q4: 1,932 shares 1,932 $650K 0.07% +38 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: 3,026 shares; 2024Q4: 3,099 shares; 2025Q1: 3,192 shares; 2025Q2: 3,257 shares; 2025Q3: 3,276 shares; 2025Q4: 3,202 shares 3,202 $650K 0.07% -74 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: 2,953 shares; 2024Q4: 3,058 shares; 2025Q1: 3,199 shares; 2025Q2: 3,241 shares; 2025Q3: 3,233 shares; 2025Q4: 3,399 shares 3,399 $639K 0.07% +166 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: 9,921 shares; 2024Q4: 10,100 shares; 2025Q1: 10,236 shares; 2025Q2: 10,428 shares; 2025Q3: 10,569 shares; 2025Q4: 10,480 shares 10,480 $630K 0.07% -89 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,690 shares; 2024Q4: 11,462 shares; 2025Q1: 20,461 shares; 2025Q2: 10,690 shares; 2025Q3: 11,086 shares; 2025Q4: 13,408 shares 13,408 $629K 0.07% +2,322 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: 5,359 shares; 2024Q4: 5,002 shares; 2025Q1: 5,090 shares; 2025Q2: 5,285 shares; 2025Q3: 5,405 shares; 2025Q4: 5,351 shares 5,351 $627K 0.07% -54 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,116 shares; 2024Q4: 8,475 shares; 2025Q1: 7,947 shares; 2025Q2: 8,417 shares; 2025Q3: 8,542 shares; 2025Q4: 8,542 shares 8,542 $621K 0.07% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,514 shares; 2024Q4: 4,469 shares; 2025Q1: 4,469 shares; 2025Q2: 4,469 shares; 2025Q3: 4,389 shares; 2025Q4: 4,389 shares 4,389 $619K 0.07% 0 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: 2,264 shares; 2024Q4: 2,304 shares; 2025Q1: 2,338 shares; 2025Q2: 2,340 shares; 2025Q3: 2,528 shares; 2025Q4: 3,775 shares 3,775 $615K 0.07% +1,247 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: 833 shares; 2024Q4: 1,037 shares; 2025Q1: 1,139 shares; 2025Q2: 1,226 shares; 2025Q3: 1,246 shares; 2025Q4: 1,298 shares 1,298 $608K 0.07% +52 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: 1,086 shares; 2024Q4: 1,125 shares; 2025Q1: 1,361 shares; 2025Q2: 1,170 shares; 2025Q3: 1,114 shares; 2025Q4: 1,332 shares 1,332 $604K 0.07% +218 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,335 shares; 2024Q4: 3,771 shares; 2025Q1: 4,009 shares; 2025Q2: 4,517 shares; 2025Q3: 4,707 shares; 2025Q4: 4,839 shares 4,839 $594K 0.07% +132 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: 2,121 shares; 2024Q4: 2,128 shares; 2025Q1: 2,212 shares; 2025Q2: 2,523 shares; 2025Q3: 2,536 shares; 2025Q4: 2,289 shares 2,289 $589K 0.07% -247 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: 8,665 shares; 2024Q4: 8,881 shares; 2025Q1: 11,657 shares; 2025Q2: 11,313 shares; 2025Q3: 10,557 shares; 2025Q4: 10,557 shares 10,557 $578K 0.06% 0 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,332 shares; 2024Q4: 2,360 shares; 2025Q1: 2,362 shares; 2025Q2: 2,498 shares; 2025Q3: 2,629 shares; 2025Q4: 2,511 shares 2,511 $571K 0.06% -118 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: 3,579 shares; 2025Q1: 3,634 shares; 2025Q2: 3,849 shares; 2025Q3: 4,014 shares; 2025Q4: 4,308 shares 4,308 $564K 0.06% +294 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: 6,184 shares; 2024Q4: 6,146 shares; 2025Q1: 6,224 shares; 2025Q2: 6,403 shares; 2025Q3: 6,386 shares; 2025Q4: 6,471 shares 6,471 $554K 0.06% +85 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,173 shares; 2024Q4: 4,664 shares; 2025Q1: 5,042 shares; 2025Q2: 5,548 shares; 2025Q3: 5,627 shares; 2025Q4: 5,642 shares 5,642 $542K 0.06% +15 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,135 shares; 2024Q4: 1,108 shares; 2025Q1: 1,185 shares; 2025Q2: 1,219 shares; 2025Q3: 1,225 shares; 2025Q4: 1,277 shares 1,277 $539K 0.06% +52 Timeline DGRO 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: 7,382 shares; 2024Q4: 7,382 shares; 2025Q1: 7,967 shares; 2025Q2: 7,467 shares; 2025Q3: 7,467 shares; 2025Q4: 7,697 shares 7,697 $534K 0.06% +230 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: 4,402 shares; 2024Q4: not reported; 2025Q1: 4,756 shares; 2025Q2: 4,801 shares; 2025Q3: 4,906 shares; 2025Q4: 6,656 shares 6,656 $528K 0.06% +1,750 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: 18,370 shares; 2024Q4: 17,891 shares; 2025Q1: 16,273 shares; 2025Q2: 17,112 shares; 2025Q3: 12,923 shares; 2025Q4: 17,452 shares 17,452 $522K 0.06% +4,529 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,634 shares; 2024Q4: 1,653 shares; 2025Q1: 1,712 shares; 2025Q2: 1,778 shares; 2025Q3: 1,788 shares; 2025Q4: 1,895 shares 1,895 $517K 0.06% +107 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH 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: 5,647 shares; 2025Q3: 5,647 shares; 2025Q4: 5,647 shares 5,647 $516K 0.06% 0 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $515K 0.06% 0 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,137 shares; 2024Q4: 2,180 shares; 2025Q1: 2,390 shares; 2025Q2: 2,962 shares; 2025Q3: 3,023 shares; 2025Q4: 3,179 shares 3,179 $515K 0.06% +156 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: 404 shares; 2025Q4: 764 shares 764 $515K 0.06% +360 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,042 shares; 2024Q4: 4,042 shares; 2025Q1: 4,042 shares; 2025Q2: 4,042 shares; 2025Q3: 4,042 shares; 2025Q4: 4,042 shares 4,042 $512K 0.06% 0 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: 917 shares; 2024Q4: 933 shares; 2025Q1: 946 shares; 2025Q2: 1,035 shares; 2025Q3: 989 shares; 2025Q4: 1,057 shares 1,057 $511K 0.06% +68 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,806 shares; 2024Q4: 2,806 shares; 2025Q1: 2,806 shares; 2025Q2: 2,806 shares; 2025Q3: 2,806 shares; 2025Q4: 2,806 shares 2,806 $508K 0.06% 0 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: 5,394 shares; 2024Q4: 5,671 shares; 2025Q1: 5,982 shares; 2025Q2: 6,017 shares; 2025Q3: 6,146 shares; 2025Q4: 6,172 shares 6,172 $502K 0.06% +26 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: 6,219 shares; 2024Q4: 7,709 shares; 2025Q1: 8,351 shares; 2025Q2: 7,953 shares; 2025Q3: 7,300 shares; 2025Q4: 9,292 shares 9,292 $501K 0.06% +1,992 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: 4,636 shares; 2024Q4: 4,586 shares; 2025Q1: 4,655 shares; 2025Q2: 9,684 shares; 2025Q3: 10,196 shares; 2025Q4: 12,481 shares 12,481 $501K 0.06% +2,285 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: 21,817 shares; 2024Q4: 17,516 shares; 2025Q1: 19,874 shares; 2025Q2: 16,896 shares; 2025Q3: 17,922 shares; 2025Q4: 20,053 shares 20,053 $499K 0.06% +2,131 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: 1,650 shares; 2024Q4: 1,994 shares; 2025Q1: 1,988 shares; 2025Q2: 2,356 shares; 2025Q3: 2,457 shares; 2025Q4: 3,226 shares 3,226 $497K 0.06% +769 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,746 shares; 2025Q3: 3,978 shares; 2025Q4: 4,941 shares 4,941 $493K 0.06% +963 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,511 shares; 2024Q4: 1,794 shares; 2025Q1: 1,961 shares; 2025Q2: 1,946 shares; 2025Q3: 2,347 shares; 2025Q4: 2,269 shares 2,269 $493K 0.05% -78 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: 5,546 shares; 2024Q4: 5,292 shares; 2025Q1: 5,698 shares; 2025Q2: 5,850 shares; 2025Q3: 5,941 shares; 2025Q4: 5,829 shares 5,829 $491K 0.05% -112 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: 1,265 shares; 2024Q4: 1,329 shares; 2025Q1: 1,357 shares; 2025Q2: 1,425 shares; 2025Q3: 1,530 shares; 2025Q4: 2,337 shares 2,337 $488K 0.05% +807 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,681 shares; 2025Q3: 1,681 shares; 2025Q4: 1,671 shares 1,671 $485K 0.05% -10 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,991 shares; 2024Q4: 2,039 shares; 2025Q1: 2,530 shares; 2025Q2: 2,388 shares; 2025Q3: 2,313 shares; 2025Q4: 2,204 shares 2,204 $484K 0.05% -109 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,966 shares; 2024Q4: 1,903 shares; 2025Q1: 2,291 shares; 2025Q2: 2,057 shares; 2025Q3: 2,075 shares; 2025Q4: 1,965 shares 1,965 $484K 0.05% -110 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: 898 shares; 2024Q4: 2,073 shares; 2025Q1: 2,752 shares; 2025Q2: 2,121 shares; 2025Q3: 2,297 shares; 2025Q4: 2,618 shares 2,618 $482K 0.05% +321 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: 3,663 shares; 2024Q4: 3,144 shares; 2025Q1: 3,385 shares; 2025Q2: 3,396 shares; 2025Q3: 3,676 shares; 2025Q4: 3,763 shares 3,763 $480K 0.05% +87 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: 9,621 shares; 2024Q4: 9,297 shares; 2025Q1: 9,655 shares; 2025Q2: 10,551 shares; 2025Q3: 9,931 shares; 2025Q4: 8,846 shares 8,846 $476K 0.05% -1,085 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: 1,615 shares; 2024Q4: 1,608 shares; 2025Q1: 1,552 shares; 2025Q2: 1,562 shares; 2025Q3: 1,602 shares; 2025Q4: 1,611 shares 1,611 $473K 0.05% +9 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: 402 shares; 2024Q4: 996 shares; 2025Q1: 1,099 shares; 2025Q2: 1,032 shares; 2025Q3: 1,035 shares; 2025Q4: 753 shares 753 $472K 0.05% -282 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: 389 shares; 2024Q4: 409 shares; 2025Q1: 435 shares; 2025Q2: 499 shares; 2025Q3: 506 shares; 2025Q4: 531 shares 531 $467K 0.05% +25 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: 4,761 shares; 2024Q4: 4,949 shares; 2025Q1: 5,138 shares; 2025Q2: 5,259 shares; 2025Q3: 5,023 shares; 2025Q4: 5,870 shares 5,870 $466K 0.05% +847 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,989 shares; 2024Q4: 3,079 shares; 2025Q1: 3,128 shares; 2025Q2: 3,244 shares; 2025Q3: 3,285 shares; 2025Q4: 3,338 shares 3,338 $460K 0.05% +53 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,078 shares; 2025Q1: 6,862 shares; 2025Q2: 6,862 shares; 2025Q3: 6,669 shares; 2025Q4: 10,212 shares 10,212 $454K 0.05% +3,543 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,583 shares; 2025Q2: 5,474 shares; 2025Q3: 7,693 shares; 2025Q4: 7,614 shares 7,614 $451K 0.05% -79 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: 821 shares; 2024Q4: 836 shares; 2025Q1: 872 shares; 2025Q2: 926 shares; 2025Q3: 951 shares; 2025Q4: 964 shares 964 $450K 0.05% +13 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 32,324 shares; 2025Q2: 24,924 shares; 2025Q3: 20,466 shares; 2025Q4: 17,001 shares 17,001 $446K 0.05% -3,465 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,823 shares 3,823 $444K 0.05% 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: 2,106 shares; 2024Q4: 2,088 shares; 2025Q1: 2,168 shares; 2025Q2: 2,094 shares; 2025Q3: 2,126 shares; 2025Q4: 1,786 shares 1,786 $441K 0.05% -340 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: 2,437 shares; 2024Q4: 2,623 shares; 2025Q1: 2,691 shares; 2025Q2: 2,730 shares; 2025Q3: 2,798 shares; 2025Q4: 2,734 shares 2,734 $441K 0.05% -64 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,178 shares; 2024Q4: 1,189 shares; 2025Q1: 1,228 shares; 2025Q2: 1,311 shares; 2025Q3: 1,319 shares; 2025Q4: 2,122 shares 2,122 $436K 0.05% +803 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,072 shares; 2024Q4: 1,144 shares; 2025Q1: 1,307 shares; 2025Q2: 1,309 shares; 2025Q3: 1,354 shares; 2025Q4: 1,389 shares 1,389 $434K 0.05% +35 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: 1,092 shares; 2024Q4: 1,170 shares; 2025Q1: 1,200 shares; 2025Q2: 1,353 shares; 2025Q3: 1,261 shares; 2025Q4: 1,222 shares 1,222 $431K 0.05% -39 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 6,640 shares 6,640 $428K 0.05% -3,360 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: 6,328 shares; 2024Q4: 5,414 shares; 2025Q1: 5,368 shares; 2025Q2: 5,344 shares; 2025Q3: 5,466 shares; 2025Q4: 5,377 shares 5,377 $426K 0.05% -89 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 716 shares; 2024Q4: 716 shares; 2025Q1: 791 shares; 2025Q2: 716 shares; 2025Q3: 699 shares; 2025Q4: 699 shares 699 $422K 0.05% 0 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: 3,010 shares; 2024Q4: 3,154 shares; 2025Q1: 3,263 shares; 2025Q2: 3,314 shares; 2025Q3: 3,398 shares; 2025Q4: 3,519 shares 3,519 $421K 0.05% +121 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 469 shares; 2025Q3: 469 shares; 2025Q4: 559 shares 559 $421K 0.05% +90 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: 934 shares; 2024Q4: 964 shares; 2025Q1: 983 shares; 2025Q2: not reported; 2025Q3: 922 shares; 2025Q4: 1,456 shares 1,456 $421K 0.05% +534 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,939 shares; 2025Q2: 4,147 shares; 2025Q3: 4,284 shares; 2025Q4: 5,443 shares 5,443 $417K 0.05% +1,159 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: 1,690 shares; 2024Q4: 1,777 shares; 2025Q1: 1,854 shares; 2025Q2: 1,991 shares; 2025Q3: 2,107 shares; 2025Q4: 2,243 shares 2,243 $416K 0.05% +136 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: 5,969 shares; 2024Q4: 5,969 shares; 2025Q1: 5,938 shares; 2025Q2: 5,938 shares; 2025Q3: 5,938 shares; 2025Q4: 8,904 shares 8,904 $409K 0.05% +2,966 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 867 shares; 2025Q3: 822 shares; 2025Q4: 822 shares 822 $389K 0.04% 0 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: 457 shares; 2024Q4: 477 shares; 2025Q1: 495 shares; 2025Q2: 507 shares; 2025Q3: 530 shares; 2025Q4: 504 shares 504 $386K 0.04% -26 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: 2,589 shares; 2024Q4: 2,719 shares; 2025Q1: 2,664 shares; 2025Q2: 2,778 shares; 2025Q3: 2,898 shares; 2025Q4: 2,860 shares 2,860 $380K 0.04% -38 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: 7,085 shares; 2024Q4: 7,150 shares; 2025Q1: 7,462 shares; 2025Q2: 6,981 shares; 2025Q3: 7,400 shares; 2025Q4: 7,431 shares 7,431 $377K 0.04% +31 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: 1,114 shares; 2024Q4: 1,149 shares; 2025Q1: 1,187 shares; 2025Q2: 1,225 shares; 2025Q3: 1,229 shares; 2025Q4: 1,297 shares 1,297 $376K 0.04% +68 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,873 shares; 2025Q2: 2,446 shares; 2025Q3: 2,465 shares; 2025Q4: 3,371 shares 3,371 $374K 0.04% +906 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: 9,097 shares; 2024Q4: 8,633 shares; 2025Q1: 7,468 shares; 2025Q2: 4,554 shares; 2025Q3: 4,725 shares; 2025Q4: 4,642 shares 4,642 $372K 0.04% -83 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 908 shares; 2025Q1: 961 shares; 2025Q2: 1,191 shares; 2025Q3: 1,226 shares; 2025Q4: 1,294 shares 1,294 $372K 0.04% +68 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: 1,613 shares; 2024Q4: not reported; 2025Q1: 1,697 shares; 2025Q2: 1,735 shares; 2025Q3: 1,867 shares; 2025Q4: 2,857 shares 2,857 $369K 0.04% +990 Timeline TAXX BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,176 shares; 2024Q4: 12,176 shares; 2025Q1: 12,176 shares; 2025Q2: 12,176 shares; 2025Q3: 7,176 shares; 2025Q4: 7,176 shares 7,176 $364K 0.04% 0 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: 6,035 shares; 2024Q4: 6,449 shares; 2025Q1: 6,621 shares; 2025Q2: 6,702 shares; 2025Q3: 6,687 shares; 2025Q4: 6,758 shares 6,758 $362K 0.04% +71 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,828 shares; 2024Q4: 2,361 shares; 2025Q1: 2,360 shares; 2025Q2: 2,310 shares; 2025Q3: 2,356 shares; 2025Q4: 2,260 shares 2,260 $362K 0.04% -96 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: 4,202 shares; 2024Q4: 4,293 shares; 2025Q1: 4,292 shares; 2025Q2: 4,557 shares; 2025Q3: 4,563 shares; 2025Q4: 4,579 shares 4,579 $361K 0.04% +16 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: 821 shares; 2024Q4: 870 shares; 2025Q1: 971 shares; 2025Q2: 1,069 shares; 2025Q3: 1,104 shares; 2025Q4: 1,159 shares 1,159 $360K 0.04% +55 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,106 shares; 2024Q4: 2,042 shares; 2025Q1: 2,054 shares; 2025Q2: 2,097 shares; 2025Q3: 2,205 shares; 2025Q4: 2,191 shares 2,191 $358K 0.04% -14 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,195 shares; 2024Q4: 7,483 shares; 2025Q1: 7,013 shares; 2025Q2: 6,978 shares; 2025Q3: 7,351 shares; 2025Q4: 6,687 shares 6,687 $357K 0.04% -664 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 701 shares; 2024Q4: 638 shares; 2025Q1: 647 shares; 2025Q2: 630 shares; 2025Q3: 632 shares; 2025Q4: 795 shares 795 $353K 0.04% +163 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,171 shares; 2025Q4: 1,711 shares 1,711 $350K 0.04% +540 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,155 shares; 2025Q2: 6,007 shares; 2025Q3: 6,007 shares; 2025Q4: 6,007 shares 6,007 $341K 0.04% 0 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,427 shares; 2024Q4: 1,370 shares; 2025Q1: 1,385 shares; 2025Q2: 1,426 shares; 2025Q3: 1,491 shares; 2025Q4: 1,738 shares 1,738 $337K 0.04% +247 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,721 shares; 2024Q4: 1,766 shares; 2025Q1: 2,224 shares; 2025Q2: 2,020 shares; 2025Q3: 1,815 shares; 2025Q4: 1,914 shares 1,914 $336K 0.04% +99 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,300 shares; 2025Q3: 10,941 shares; 2025Q4: 11,536 shares 11,536 $332K 0.04% +595 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 541 shares; 2024Q4: 578 shares; 2025Q1: 750 shares; 2025Q2: 651 shares; 2025Q3: 569 shares; 2025Q4: 745 shares 745 $332K 0.04% +176 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: 3,436 shares; 2024Q4: 3,313 shares; 2025Q1: 3,242 shares; 2025Q2: 3,743 shares; 2025Q3: 3,849 shares; 2025Q4: 3,780 shares 3,780 $330K 0.04% -69 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: 1,128 shares; 2024Q4: 1,127 shares; 2025Q1: 1,156 shares; 2025Q2: 1,246 shares; 2025Q3: 1,229 shares; 2025Q4: 1,178 shares 1,178 $329K 0.04% -51 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: 427 shares; 2024Q4: 467 shares; 2025Q1: 495 shares; 2025Q2: 562 shares; 2025Q3: 817 shares; 2025Q4: 690 shares 690 $324K 0.04% -127 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: 329 shares; 2024Q4: 323 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 411 shares 411 $317K 0.04% new Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,497 shares; 2025Q1: not reported; 2025Q2: 3,724 shares; 2025Q3: 3,731 shares; 2025Q4: 3,777 shares 3,777 $315K 0.04% +46 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: 4,366 shares; 2024Q4: 4,470 shares; 2025Q1: 4,186 shares; 2025Q2: 4,516 shares; 2025Q3: 5,475 shares; 2025Q4: 5,131 shares 5,131 $312K 0.03% -344 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: 1,698 shares; 2024Q4: 1,722 shares; 2025Q1: 1,840 shares; 2025Q2: 1,897 shares; 2025Q3: 1,830 shares; 2025Q4: 1,677 shares 1,677 $311K 0.03% -153 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: 2,965 shares; 2024Q4: 2,883 shares; 2025Q1: 2,908 shares; 2025Q2: 2,985 shares; 2025Q3: 3,089 shares; 2025Q4: 2,767 shares 2,767 $310K 0.03% -322 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: 829 shares; 2024Q4: not reported; 2025Q1: 888 shares; 2025Q2: 993 shares; 2025Q3: 1,011 shares; 2025Q4: 1,174 shares 1,174 $308K 0.03% +163 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: 766 shares; 2024Q4: 827 shares; 2025Q1: 860 shares; 2025Q2: 986 shares; 2025Q3: 1,023 shares; 2025Q4: 1,040 shares 1,040 $308K 0.03% +17 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: 435 shares; 2025Q3: 445 shares; 2025Q4: 455 shares 455 $308K 0.03% +10 Timeline DMAC DIAMEDICA THERAPEUTICS INC More: the full row for DIAMEDICA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,457 shares; 2024Q4: 38,457 shares; 2025Q1: 38,457 shares; 2025Q2: 38,457 shares; 2025Q3: 38,457 shares; 2025Q4: 38,457 shares 38,457 $306K 0.03% 0 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: 4,635 shares; 2024Q4: 4,519 shares; 2025Q1: 4,438 shares; 2025Q2: 4,269 shares; 2025Q3: 4,268 shares; 2025Q4: 4,144 shares 4,144 $305K 0.03% -124 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: 1,384 shares; 2024Q4: 1,746 shares; 2025Q1: 1,886 shares; 2025Q2: 2,188 shares; 2025Q3: 2,025 shares; 2025Q4: 1,533 shares 1,533 $304K 0.03% -492 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: not reported; 2024Q4: not reported; 2025Q1: 5,009 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,859 shares 7,859 $302K 0.03% new Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,183 shares; 2025Q3: 1,041 shares; 2025Q4: 990 shares 990 $301K 0.03% -51 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES 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: 4,304 shares 4,304 $299K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,188 shares 1,188 $298K 0.03% new 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: 429 shares; 2024Q4: 451 shares; 2025Q1: 477 shares; 2025Q2: 533 shares; 2025Q3: 549 shares; 2025Q4: 583 shares 583 $298K 0.03% +34 Timeline IDV 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: 6,556 shares; 2025Q2: 7,532 shares; 2025Q3: 7,532 shares; 2025Q4: 7,532 shares 7,532 $297K 0.03% 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: 874 shares; 2024Q4: 869 shares; 2025Q1: not reported; 2025Q2: 884 shares; 2025Q3: 889 shares; 2025Q4: 1,041 shares 1,041 $297K 0.03% +152 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: 2,310 shares; 2024Q4: 2,356 shares; 2025Q1: 2,503 shares; 2025Q2: 2,784 shares; 2025Q3: 2,779 shares; 2025Q4: 2,692 shares 2,692 $297K 0.03% -87 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: 918 shares; 2024Q4: 814 shares; 2025Q1: 1,029 shares; 2025Q2: 1,228 shares; 2025Q3: 714 shares; 2025Q4: 844 shares 844 $296K 0.03% +130 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: 1,010 shares; 2024Q4: 1,002 shares; 2025Q1: 1,102 shares; 2025Q2: 1,108 shares; 2025Q3: 1,041 shares; 2025Q4: 1,070 shares 1,070 $294K 0.03% +29 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,352 shares; 2024Q4: 1,442 shares; 2025Q1: 1,454 shares; 2025Q2: 1,516 shares; 2025Q3: 1,550 shares; 2025Q4: 1,588 shares 1,588 $294K 0.03% +38 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: 777 shares; 2024Q4: 827 shares; 2025Q1: 901 shares; 2025Q2: 946 shares; 2025Q3: 965 shares; 2025Q4: 906 shares 906 $294K 0.03% -59 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: 1,703 shares 1,703 $293K 0.03% new Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,526 shares 3,526 $293K 0.03% new Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,143 shares; 2024Q4: 1,143 shares; 2025Q1: 1,143 shares; 2025Q2: 1,401 shares; 2025Q3: 1,387 shares; 2025Q4: 1,381 shares 1,381 $290K 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: 2,571 shares; 2024Q4: 2,771 shares; 2025Q1: 2,492 shares; 2025Q2: 2,277 shares; 2025Q3: not reported; 2025Q4: 2,817 shares 2,817 $279K 0.03% new 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: 4,086 shares; 2024Q4: 3,731 shares; 2025Q1: 3,774 shares; 2025Q2: 3,699 shares; 2025Q3: 3,700 shares; 2025Q4: 4,104 shares 4,104 $276K 0.03% +404 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: 970 shares; 2025Q4: 980 shares 980 $270K 0.03% +10 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,470 shares 1,470 $268K 0.03% new Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,442 shares; 2024Q4: 1,080 shares; 2025Q1: 1,084 shares; 2025Q2: 1,098 shares; 2025Q3: 1,109 shares; 2025Q4: 1,113 shares 1,113 $268K 0.03% +4 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: 3,014 shares; 2024Q4: 3,019 shares; 2025Q1: 2,992 shares; 2025Q2: 3,245 shares; 2025Q3: 3,119 shares; 2025Q4: 3,382 shares 3,382 $267K 0.03% +263 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,620 shares; 2025Q4: 3,022 shares 3,022 $267K 0.03% +402 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 607 shares; 2025Q3: 618 shares; 2025Q4: 656 shares 656 $255K 0.03% +38 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,640 shares; 2025Q2: 5,821 shares; 2025Q3: 5,821 shares; 2025Q4: 5,821 shares 5,821 $252K 0.03% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,407 shares; 2025Q2: 3,587 shares; 2025Q3: 3,656 shares; 2025Q4: 3,739 shares 3,739 $251K 0.03% +83 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,526 shares; 2024Q4: 6,755 shares; 2025Q1: 6,801 shares; 2025Q2: 7,271 shares; 2025Q3: 6,465 shares; 2025Q4: 6,763 shares 6,763 $250K 0.03% +298 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,375 shares; 2025Q1: not reported; 2025Q2: 10,042 shares; 2025Q3: 10,147 shares; 2025Q4: 10,403 shares 10,403 $250K 0.03% +256 Timeline TBUX T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED 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: 5,002 shares 5,002 $249K 0.03% new Timeline GHYB GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,650 shares; 2024Q4: 7,538 shares; 2025Q1: 7,538 shares; 2025Q2: 5,688 shares; 2025Q3: 5,688 shares; 2025Q4: 5,438 shares 5,438 $246K 0.03% -250 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: 6,861 shares; 2024Q4: not reported; 2025Q1: 6,916 shares; 2025Q2: 6,363 shares; 2025Q3: 6,458 shares; 2025Q4: 6,712 shares 6,712 $246K 0.03% +254 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,998 shares; 2024Q4: 8,994 shares; 2025Q1: 8,994 shares; 2025Q2: 8,994 shares; 2025Q3: 8,994 shares; 2025Q4: 8,994 shares 8,994 $245K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,935 shares; 2025Q3: 2,053 shares; 2025Q4: 2,111 shares 2,111 $243K 0.03% +58 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,635 shares; 2025Q4: 1,833 shares 1,833 $234K 0.03% +198 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,143 shares; 2025Q2: 7,785 shares; 2025Q3: 8,590 shares; 2025Q4: 8,346 shares 8,346 $229K 0.03% -244 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 262 shares; 2025Q4: 245 shares 245 $229K 0.03% -17 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 938 shares; 2025Q4: 891 shares 891 $228K 0.03% -47 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,742 shares 1,742 $227K 0.03% new Timeline NTAP NETAPP INC More: the full row for NETAPP 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: 1,752 shares; 2025Q4: 2,118 shares 2,118 $227K 0.03% +366 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,656 shares 2,656 $226K 0.03% new Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,817 shares; 2024Q4: 6,846 shares; 2025Q1: 7,278 shares; 2025Q2: not reported; 2025Q3: 4,672 shares; 2025Q4: 4,600 shares 4,600 $226K 0.03% -72 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 151 shares; 2025Q2: 161 shares; 2025Q3: 154 shares; 2025Q4: 170 shares 170 $226K 0.03% +16 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,250 shares 1,250 $225K 0.03% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,701 shares; 2025Q4: 4,701 shares 4,701 $225K 0.03% 0 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: 425 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 357 shares; 2025Q4: 358 shares 358 $223K 0.02% +1 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,159 shares; 2024Q4: 7,159 shares; 2025Q1: 7,159 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares 5,000 $222K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: 1,000 shares; 2025Q2: 1,059 shares; 2025Q3: 1,092 shares; 2025Q4: 1,063 shares 1,063 $221K 0.02% -29 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 219 shares 219 $221K 0.02% 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: 874 shares; 2024Q4: 3,957 shares; 2025Q1: 4,046 shares; 2025Q2: 4,322 shares; 2025Q3: 4,402 shares; 2025Q4: 4,407 shares 4,407 $220K 0.02% +5 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: 1,510 shares; 2024Q4: 1,522 shares; 2025Q1: not reported; 2025Q2: 1,887 shares; 2025Q3: 1,904 shares; 2025Q4: 2,138 shares 2,138 $220K 0.02% +234 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: 3,258 shares; 2024Q4: 3,665 shares; 2025Q1: 3,876 shares; 2025Q2: 3,141 shares; 2025Q3: 3,696 shares; 2025Q4: 3,438 shares 3,438 $219K 0.02% -258 Timeline VOYA VOYA FINANCIAL INC More: the full row for VOYA FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,614 shares; 2024Q4: 3,356 shares; 2025Q1: 3,069 shares; 2025Q2: 2,976 shares; 2025Q3: 2,914 shares; 2025Q4: 2,921 shares 2,921 $218K 0.02% +7 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: not reported; 2024Q4: not reported; 2025Q1: 55 shares; 2025Q2: 55 shares; 2025Q3: 55 shares; 2025Q4: 64 shares 64 $217K 0.02% +9 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,413 shares; 2025Q3: 1,421 shares; 2025Q4: 1,434 shares 1,434 $217K 0.02% +13 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 641 shares 641 $216K 0.02% new 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: 496 shares; 2024Q4: 541 shares; 2025Q1: 541 shares; 2025Q2: 617 shares; 2025Q3: 623 shares; 2025Q4: 563 shares 563 $216K 0.02% -60 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,964 shares; 2024Q4: 2,826 shares; 2025Q1: 2,602 shares; 2025Q2: 2,895 shares; 2025Q3: 2,906 shares; 2025Q4: 2,416 shares 2,416 $215K 0.02% -490 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: 2,247 shares; 2024Q4: 2,334 shares; 2025Q1: 2,290 shares; 2025Q2: 2,193 shares; 2025Q3: 2,097 shares; 2025Q4: 1,697 shares 1,697 $214K 0.02% -400 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 235 shares 235 $213K 0.02% new 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: 830 shares; 2024Q4: 875 shares; 2025Q1: 960 shares; 2025Q2: 994 shares; 2025Q3: 998 shares; 2025Q4: 823 shares 823 $213K 0.02% -175 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 836 shares 836 $212K 0.02% 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: 1,343 shares; 2025Q3: 1,410 shares; 2025Q4: 1,322 shares 1,322 $211K 0.02% -88 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: not reported; 2024Q4: not reported; 2025Q1: 597 shares; 2025Q2: not reported; 2025Q3: 622 shares; 2025Q4: 636 shares 636 $209K 0.02% +14 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: 3,502 shares; 2024Q4: 4,153 shares; 2025Q1: not reported; 2025Q2: 4,905 shares; 2025Q3: 3,762 shares; 2025Q4: 2,913 shares 2,913 $208K 0.02% -849 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE 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: 1,249 shares 1,249 $207K 0.02% new Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL 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: 6,785 shares 6,785 $207K 0.02% new 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: 3,318 shares; 2024Q4: 3,618 shares; 2025Q1: 3,430 shares; 2025Q2: 3,875 shares; 2025Q3: 3,977 shares; 2025Q4: 3,539 shares 3,539 $207K 0.02% -438 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: not reported; 2025Q3: not reported; 2025Q4: 1,880 shares 1,880 $206K 0.02% new Timeline BEDY BNY MELLON ETF TRUST II More: the full row for BNY MELLON 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: 7,699 shares 7,699 $205K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 854 shares; 2025Q3: 867 shares; 2025Q4: 848 shares 848 $204K 0.02% -19 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,006 shares 1,006 $203K 0.02% new Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,507 shares 2,507 $202K 0.02% new Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 415 shares 415 $202K 0.02% new Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 796 shares; 2025Q4: 891 shares 891 $202K 0.02% +95 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,222 shares 5,222 $200K 0.02% new 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: 11,746 shares; 2024Q4: 11,085 shares; 2025Q1: 14,208 shares; 2025Q2: 16,777 shares; 2025Q3: 17,231 shares; 2025Q4: 14,497 shares 14,497 $190K 0.02% -2,734 Timeline ABOS ACUMEN PHARMACEUTICALS INC More: the full row for ACUMEN PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,699 shares; 2024Q4: 89,699 shares; 2025Q1: 89,699 shares; 2025Q2: 89,699 shares; 2025Q3: 89,699 shares; 2025Q4: 89,699 shares 89,699 $189K 0.02% 0 Timeline PSEC PROSPECT CAP CORP More: the full row for PROSPECT CAP 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: 10,000 shares 10,000 $25.9K <0.01% new Timeline