CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,829,112 shares; 2024Q4: 7,881,481 shares; 2025Q1: 7,905,385 shares; 2025Q2: 7,924,854 shares; 2025Q3: 7,823,028 shares; 2025Q4: 7,391,451 shares 7,391,451 $339M 6.63% -431,577 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: 1,338,068 shares; 2024Q4: 1,083,432 shares; 2025Q1: 1,063,195 shares; 2025Q2: 1,053,486 shares; 2025Q3: 1,023,919 shares; 2025Q4: 996,229 shares 996,229 $271M 5.31% -27,690 Timeline SCHP 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: 3,054,602 shares; 2024Q4: 5,872,188 shares; 2025Q1: 6,085,455 shares; 2025Q2: 6,411,484 shares; 2025Q3: 7,312,983 shares; 2025Q4: 7,633,537 shares 7,633,537 $202M 3.96% +320,554 Timeline CBC CENTRAL BANCOMPANY More: the full row for CENTRAL BANCOMPANY Quarterly shares; oldest 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: 7,338,237 shares 7,338,237 $177M 3.47% new 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: 558,254 shares; 2024Q4: 484,387 shares; 2025Q1: 472,519 shares; 2025Q2: 468,224 shares; 2025Q3: 453,598 shares; 2025Q4: 434,658 shares 434,658 $150M 2.95% -18,940 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,279,242 shares; 2024Q4: 4,848,221 shares; 2025Q1: 4,643,973 shares; 2025Q2: 4,261,148 shares; 2025Q3: 4,649,181 shares; 2025Q4: 4,388,329 shares 4,388,329 $145M 2.84% -260,852 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: 1,614,916 shares; 2024Q4: 1,646,797 shares; 2025Q1: 1,562,245 shares; 2025Q2: 1,604,339 shares; 2025Q3: 1,737,860 shares; 2025Q4: 1,824,858 shares 1,824,858 $133M 2.6% +86,998 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 258,940 shares; 2024Q4: 249,323 shares; 2025Q1: 241,551 shares; 2025Q2: 243,888 shares; 2025Q3: 244,472 shares; 2025Q4: 240,299 shares 240,299 $117M 2.3% -4,173 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: 245,968 shares; 2024Q4: 246,844 shares; 2025Q1: 241,982 shares; 2025Q2: 242,644 shares; 2025Q3: 240,514 shares; 2025Q4: 235,547 shares 235,547 $114M 2.23% -4,967 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: 350,875 shares; 2024Q4: 337,379 shares; 2025Q1: 329,573 shares; 2025Q2: 329,201 shares; 2025Q3: 327,032 shares; 2025Q4: 323,846 shares 323,846 $109M 2.13% -3,186 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: 629,535 shares; 2024Q4: 574,196 shares; 2025Q1: 558,760 shares; 2025Q2: 556,762 shares; 2025Q3: 545,004 shares; 2025Q4: 529,724 shares 529,724 $98.8M 1.94% -15,280 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 440,301 shares; 2024Q4: 431,966 shares; 2025Q1: 448,309 shares; 2025Q2: 463,193 shares; 2025Q3: 485,114 shares; 2025Q4: 483,298 shares 483,298 $92.6M 1.81% -1,816 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: 268,421 shares; 2024Q4: 267,972 shares; 2025Q1: 269,139 shares; 2025Q2: 277,129 shares; 2025Q3: 285,579 shares; 2025Q4: 297,040 shares 297,040 $86.2M 1.69% +11,461 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: 307,821 shares; 2024Q4: 290,411 shares; 2025Q1: 286,398 shares; 2025Q2: 283,546 shares; 2025Q3: 277,450 shares; 2025Q4: 269,925 shares 269,925 $84.5M 1.66% -7,525 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,468,441 shares; 2024Q4: 1,343,042 shares; 2025Q1: 1,280,828 shares; 2025Q2: 1,178,602 shares; 2025Q3: 1,078,685 shares; 2025Q4: 1,017,210 shares 1,017,210 $82.6M 1.62% -61,475 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: 59,973 shares; 2024Q4: 59,659 shares; 2025Q1: 57,604 shares; 2025Q2: 875,716 shares; 2025Q3: 861,899 shares; 2025Q4: 855,890 shares 855,890 $78.1M 1.53% -6,009 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: 355,470 shares; 2024Q4: 330,757 shares; 2025Q1: 330,655 shares; 2025Q2: 329,940 shares; 2025Q3: 325,121 shares; 2025Q4: 321,354 shares 321,354 $74.2M 1.45% -3,767 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: 793,088 shares; 2024Q4: 841,722 shares; 2025Q1: 878,156 shares; 2025Q2: 991,745 shares; 2025Q3: 1,093,882 shares; 2025Q4: 1,178,890 shares 1,178,890 $73.6M 1.44% +85,008 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: 144,062 shares; 2024Q4: 142,689 shares; 2025Q1: 140,855 shares; 2025Q2: 140,072 shares; 2025Q3: 139,721 shares; 2025Q4: 136,671 shares 136,671 $68.7M 1.35% -3,050 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: 76,335 shares; 2024Q4: 75,195 shares; 2025Q1: 85,046 shares; 2025Q2: 86,018 shares; 2025Q3: 90,174 shares; 2025Q4: 96,211 shares 96,211 $60.3M 1.18% +6,037 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: 572,320 shares; 2024Q4: 558,365 shares; 2025Q1: 548,444 shares; 2025Q2: 547,987 shares; 2025Q3: 540,530 shares; 2025Q4: 538,212 shares 538,212 $60M 1.17% -2,318 Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 185,120 shares; 2025Q1: 255,915 shares; 2025Q2: 318,113 shares; 2025Q3: 331,313 shares; 2025Q4: 318,312 shares 318,312 $59.3M 1.16% -13,001 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: 331,646 shares; 2024Q4: 446,550 shares; 2025Q1: 544,859 shares; 2025Q2: 621,081 shares; 2025Q3: 693,101 shares; 2025Q4: 747,385 shares 747,385 $56M 1.1% +54,284 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: 176,256 shares; 2024Q4: 174,446 shares; 2025Q1: 175,860 shares; 2025Q2: 185,172 shares; 2025Q3: 197,653 shares; 2025Q4: 210,293 shares 210,293 $54.2M 1.06% +12,640 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: 170,903 shares; 2024Q4: 170,263 shares; 2025Q1: 168,579 shares; 2025Q2: 169,032 shares; 2025Q3: 166,651 shares; 2025Q4: 163,038 shares 163,038 $52.5M 1.03% -3,613 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: 229,325 shares; 2024Q4: 232,430 shares; 2025Q1: 229,796 shares; 2025Q2: 218,338 shares; 2025Q3: 216,349 shares; 2025Q4: 212,594 shares 212,594 $48.6M 0.95% -3,755 Timeline CATH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 616,487 shares; 2024Q4: 628,104 shares; 2025Q1: 628,798 shares; 2025Q2: 556,980 shares; 2025Q3: 557,145 shares; 2025Q4: 554,409 shares 554,409 $45.6M 0.89% -2,736 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: 45,304 shares; 2024Q4: 45,080 shares; 2025Q1: 43,761 shares; 2025Q2: 43,951 shares; 2025Q3: 43,319 shares; 2025Q4: 41,896 shares 41,896 $45M 0.88% -1,423 Timeline STIP 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: 375,557 shares; 2024Q4: 417,234 shares; 2025Q1: 430,063 shares; 2025Q2: 499,794 shares; 2025Q3: 419,300 shares; 2025Q4: 362,634 shares 362,634 $37.1M 0.73% -56,666 Timeline LTPZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 573,221 shares; 2024Q4: 520,192 shares; 2025Q1: 537,475 shares; 2025Q2: 554,344 shares; 2025Q3: 670,568 shares; 2025Q4: 713,172 shares 713,172 $36.9M 0.72% +42,604 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 528,251 shares; 2024Q4: 519,223 shares; 2025Q1: 643,792 shares; 2025Q2: 672,676 shares; 2025Q3: 655,418 shares; 2025Q4: 716,605 shares 716,605 $36.2M 0.71% +61,187 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: 318,620 shares; 2024Q4: 325,540 shares; 2025Q1: 314,910 shares; 2025Q2: 305,889 shares; 2025Q3: 306,286 shares; 2025Q4: 297,291 shares 297,291 $35.8M 0.7% -8,995 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 374,201 shares; 2024Q4: 369,449 shares; 2025Q1: 370,144 shares; 2025Q2: 414,753 shares; 2025Q3: 397,936 shares; 2025Q4: 422,643 shares 422,643 $30M 0.59% +24,707 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: 235,286 shares; 2024Q4: 213,304 shares; 2025Q1: 212,810 shares; 2025Q2: 211,243 shares; 2025Q3: 202,024 shares; 2025Q4: 197,197 shares 197,197 $28.3M 0.55% -4,827 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,461 shares; 2024Q4: 75,210 shares; 2025Q1: 74,428 shares; 2025Q2: 73,415 shares; 2025Q3: 73,765 shares; 2025Q4: 70,836 shares 70,836 $28.1M 0.55% -2,929 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: 92,915 shares; 2024Q4: 93,305 shares; 2025Q1: 92,350 shares; 2025Q2: 92,307 shares; 2025Q3: 91,578 shares; 2025Q4: 89,362 shares 89,362 $28M 0.55% -2,216 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: 117,026 shares; 2024Q4: 86,761 shares; 2025Q1: 86,058 shares; 2025Q2: 85,939 shares; 2025Q3: 83,154 shares; 2025Q4: 80,276 shares 80,276 $27.6M 0.54% -2,878 Timeline BKAG BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 467,241 shares; 2024Q4: 512,230 shares; 2025Q1: 550,046 shares; 2025Q2: 513,763 shares; 2025Q3: 579,778 shares; 2025Q4: 637,074 shares 637,074 $27M 0.53% +57,296 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: 79,879 shares; 2024Q4: 79,651 shares; 2025Q1: 79,010 shares; 2025Q2: 79,148 shares; 2025Q3: 77,639 shares; 2025Q4: 76,212 shares 76,212 $26.7M 0.52% -1,427 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 574,300 shares; 2024Q4: 1,572,410 shares; 2025Q1: 1,479,868 shares; 2025Q2: 1,054,329 shares; 2025Q3: 1,019,722 shares; 2025Q4: 944,133 shares 944,133 $25.9M 0.51% -75,589 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: 174,171 shares; 2024Q4: 179,856 shares; 2025Q1: 175,035 shares; 2025Q2: 172,644 shares; 2025Q3: 169,314 shares; 2025Q4: 161,455 shares 161,455 $24.6M 0.48% -7,859 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: 35,567 shares; 2024Q4: 37,916 shares; 2025Q1: 29,638 shares; 2025Q2: 29,641 shares; 2025Q3: 34,865 shares; 2025Q4: 35,650 shares 35,650 $24.3M 0.48% +785 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: 159,187 shares; 2024Q4: 107,683 shares; 2025Q1: 107,018 shares; 2025Q2: 104,940 shares; 2025Q3: 104,500 shares; 2025Q4: 104,670 shares 104,670 $24.2M 0.47% +170 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: 134,467 shares; 2024Q4: 124,780 shares; 2025Q1: 121,079 shares; 2025Q2: 119,801 shares; 2025Q3: 117,803 shares; 2025Q4: 114,943 shares 114,943 $23.8M 0.47% -2,860 Timeline QLTY GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,247 shares; 2025Q1: 2,741 shares; 2025Q2: 2,447 shares; 2025Q3: 450,153 shares; 2025Q4: 605,050 shares 605,050 $23.3M 0.46% +154,897 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: 96,591 shares; 2024Q4: 79,288 shares; 2025Q1: 78,501 shares; 2025Q2: 77,793 shares; 2025Q3: 77,831 shares; 2025Q4: 75,027 shares 75,027 $22.9M 0.45% -2,804 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: 32,436 shares; 2024Q4: 33,122 shares; 2025Q1: 33,709 shares; 2025Q2: 34,973 shares; 2025Q3: 34,969 shares; 2025Q4: 34,291 shares 34,291 $22.6M 0.44% -678 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: 194,756 shares; 2024Q4: 174,913 shares; 2025Q1: 168,828 shares; 2025Q2: 163,942 shares; 2025Q3: 158,807 shares; 2025Q4: 154,463 shares 154,463 $22.2M 0.43% -4,344 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 384,529 shares; 2024Q4: 439,721 shares; 2025Q1: 478,551 shares; 2025Q2: 504,477 shares; 2025Q3: 473,963 shares; 2025Q4: 428,929 shares 428,929 $21.4M 0.42% -45,034 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: 42,216 shares; 2024Q4: 42,586 shares; 2025Q1: 39,561 shares; 2025Q2: 38,391 shares; 2025Q3: 37,843 shares; 2025Q4: 36,508 shares 36,508 $20.9M 0.41% -1,335 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: 121,164 shares; 2024Q4: 116,285 shares; 2025Q1: 114,898 shares; 2025Q2: 108,281 shares; 2025Q3: 96,981 shares; 2025Q4: 90,729 shares 90,729 $19.9M 0.39% -6,252 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: 116,364 shares; 2024Q4: 114,241 shares; 2025Q1: 110,831 shares; 2025Q2: 108,970 shares; 2025Q3: 108,290 shares; 2025Q4: 106,067 shares 106,067 $19.5M 0.38% -2,223 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: 38,637 shares; 2024Q4: 38,416 shares; 2025Q1: 37,574 shares; 2025Q2: 36,994 shares; 2025Q3: 35,159 shares; 2025Q4: 34,025 shares 34,025 $19.4M 0.38% -1,134 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: 24,242 shares; 2024Q4: 24,641 shares; 2025Q1: 24,958 shares; 2025Q2: 25,296 shares; 2025Q3: 26,983 shares; 2025Q4: 27,833 shares 27,833 $19.1M 0.37% +850 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 427,784 shares; 2024Q4: 375,878 shares; 2025Q1: 364,929 shares; 2025Q2: 368,063 shares; 2025Q3: 375,055 shares; 2025Q4: 404,960 shares 404,960 $18.6M 0.36% +29,905 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: 119,641 shares; 2024Q4: 96,613 shares; 2025Q1: 95,994 shares; 2025Q2: 95,472 shares; 2025Q3: 93,626 shares; 2025Q4: 92,156 shares 92,156 $18M 0.35% -1,470 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: 23,451 shares; 2024Q4: 21,548 shares; 2025Q1: 21,035 shares; 2025Q2: 21,130 shares; 2025Q3: 20,306 shares; 2025Q4: 19,994 shares 19,994 $17.2M 0.34% -312 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,647 shares; 2024Q4: 158,585 shares; 2025Q1: 131,037 shares; 2025Q2: 114,235 shares; 2025Q3: 115,073 shares; 2025Q4: 113,510 shares 113,510 $16.3M 0.32% -1,563 Timeline IBDR 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: 461,366 shares; 2024Q4: 527,888 shares; 2025Q1: 554,970 shares; 2025Q2: 574,305 shares; 2025Q3: 586,700 shares; 2025Q4: 636,652 shares 636,652 $15.4M 0.3% +49,952 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: 22,680 shares; 2024Q4: 25,965 shares; 2025Q1: 22,266 shares; 2025Q2: 21,522 shares; 2025Q3: 23,717 shares; 2025Q4: 24,786 shares 24,786 $15.2M 0.3% +1,069 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 367,864 shares; 2024Q4: 414,183 shares; 2025Q1: 437,701 shares; 2025Q2: 451,082 shares; 2025Q3: 499,689 shares; 2025Q4: 601,744 shares 601,744 $14.6M 0.29% +102,055 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: 150,934 shares; 2024Q4: 149,938 shares; 2025Q1: 146,116 shares; 2025Q2: 131,045 shares; 2025Q3: 127,980 shares; 2025Q4: 114,956 shares 114,956 $14.4M 0.28% -13,024 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR 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: 272,556 shares; 2025Q4: 578,724 shares 578,724 $14.4M 0.28% +306,168 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 235,184 shares; 2024Q4: 286,430 shares; 2025Q1: 274,025 shares; 2025Q2: 222,442 shares; 2025Q3: 223,299 shares; 2025Q4: 215,771 shares 215,771 $14.3M 0.28% -7,528 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: 112,670 shares; 2024Q4: 92,614 shares; 2025Q1: 91,051 shares; 2025Q2: 89,732 shares; 2025Q3: 89,102 shares; 2025Q4: 88,135 shares 88,135 $14.1M 0.28% -967 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,063 shares; 2024Q4: 90,221 shares; 2025Q1: 102,921 shares; 2025Q2: 321,055 shares; 2025Q3: 308,411 shares; 2025Q4: 309,966 shares 309,966 $14.1M 0.28% +1,555 Timeline SGOV 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: 89,764 shares; 2024Q4: 89,268 shares; 2025Q1: 92,049 shares; 2025Q2: 99,500 shares; 2025Q3: 129,289 shares; 2025Q4: 135,773 shares 135,773 $13.6M 0.27% +6,484 Timeline FNDF 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: 139,061 shares; 2024Q4: 104,406 shares; 2025Q1: 113,431 shares; 2025Q2: 156,328 shares; 2025Q3: 228,449 shares; 2025Q4: 276,292 shares 276,292 $12.5M 0.24% +47,843 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: 73,205 shares; 2024Q4: 72,803 shares; 2025Q1: 70,878 shares; 2025Q2: 70,520 shares; 2025Q3: 70,368 shares; 2025Q4: 67,035 shares 67,035 $12.4M 0.24% -3,333 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 284,269 shares; 2024Q4: 322,414 shares; 2025Q1: 334,263 shares; 2025Q2: 343,754 shares; 2025Q3: 368,969 shares; 2025Q4: 488,519 shares 488,519 $12.4M 0.24% +119,550 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: 220,480 shares; 2024Q4: 227,600 shares; 2025Q1: 224,622 shares; 2025Q2: 225,548 shares; 2025Q3: 223,194 shares; 2025Q4: 223,007 shares 223,007 $12.3M 0.24% -187 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,080,564 shares; 2024Q4: 629,190 shares; 2025Q1: 619,229 shares; 2025Q2: 593,635 shares; 2025Q3: 598,261 shares; 2025Q4: 518,481 shares 518,481 $12.3M 0.24% -79,780 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: 9,232 shares; 2024Q4: 10,252 shares; 2025Q1: 10,100 shares; 2025Q2: 10,096 shares; 2025Q3: 10,179 shares; 2025Q4: 10,058 shares 10,058 $12.2M 0.24% -121 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: 25,769 shares; 2024Q4: 25,589 shares; 2025Q1: 23,974 shares; 2025Q2: 22,151 shares; 2025Q3: 21,071 shares; 2025Q4: 20,824 shares 20,824 $12.1M 0.24% -247 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: 69,164 shares; 2024Q4: 53,419 shares; 2025Q1: 54,015 shares; 2025Q2: 56,817 shares; 2025Q3: 61,446 shares; 2025Q4: 61,867 shares 61,867 $11.8M 0.23% +421 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: 137,097 shares; 2024Q4: 122,964 shares; 2025Q1: 117,234 shares; 2025Q2: 112,840 shares; 2025Q3: 109,982 shares; 2025Q4: 109,192 shares 109,192 $11.5M 0.23% -790 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 254,513 shares; 2024Q4: 277,785 shares; 2025Q1: 269,521 shares; 2025Q2: 267,066 shares; 2025Q3: 252,009 shares; 2025Q4: 236,839 shares 236,839 $11.4M 0.22% -15,170 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: 71,153 shares; 2024Q4: 46,537 shares; 2025Q1: 45,934 shares; 2025Q2: 42,815 shares; 2025Q3: 35,576 shares; 2025Q4: 33,537 shares 33,537 $11.1M 0.22% -2,039 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,665 shares; 2024Q4: 48,514 shares; 2025Q1: 56,372 shares; 2025Q2: 76,899 shares; 2025Q3: 85,891 shares; 2025Q4: 133,990 shares 133,990 $11M 0.22% +48,099 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: 44,215 shares; 2024Q4: 38,831 shares; 2025Q1: 37,536 shares; 2025Q2: 36,916 shares; 2025Q3: 36,451 shares; 2025Q4: 33,440 shares 33,440 $10.9M 0.21% -3,011 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170,464 shares; 2024Q4: 203,257 shares; 2025Q1: 266,174 shares; 2025Q2: 334,677 shares; 2025Q3: 383,250 shares; 2025Q4: 422,630 shares 422,630 $10.9M 0.21% +39,380 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: 54,470 shares; 2024Q4: 57,986 shares; 2025Q1: 50,443 shares; 2025Q2: 50,198 shares; 2025Q3: 51,516 shares; 2025Q4: 50,494 shares 50,494 $10.8M 0.21% -1,022 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: 84,502 shares; 2024Q4: 78,435 shares; 2025Q1: 79,150 shares; 2025Q2: 80,670 shares; 2025Q3: 80,523 shares; 2025Q4: 80,759 shares 80,759 $10.7M 0.21% +236 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: 207,271 shares; 2024Q4: 163,984 shares; 2025Q1: 155,200 shares; 2025Q2: 139,165 shares; 2025Q3: 137,009 shares; 2025Q4: 133,351 shares 133,351 $10.7M 0.21% -3,658 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,392 shares; 2024Q4: 167,092 shares; 2025Q1: 161,288 shares; 2025Q2: 164,184 shares; 2025Q3: 181,485 shares; 2025Q4: 182,946 shares 182,946 $10.5M 0.21% +1,461 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: 180,246 shares; 2024Q4: 151,478 shares; 2025Q1: 152,188 shares; 2025Q2: 153,267 shares; 2025Q3: 154,972 shares; 2025Q4: 147,984 shares 147,984 $10.3M 0.2% -6,988 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,711 shares; 2024Q4: 276,410 shares; 2025Q1: 297,561 shares; 2025Q2: 305,786 shares; 2025Q3: 327,308 shares; 2025Q4: 436,035 shares 436,035 $10.2M 0.2% +108,727 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 293,136 shares; 2024Q4: 307,442 shares; 2025Q1: 302,620 shares; 2025Q2: 306,581 shares; 2025Q3: 296,548 shares; 2025Q4: 264,284 shares 264,284 $10.1M 0.2% -32,264 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,712 shares; 2024Q4: 65,494 shares; 2025Q1: 63,172 shares; 2025Q2: 66,807 shares; 2025Q3: 68,602 shares; 2025Q4: 65,587 shares 65,587 $9.75M 0.19% -3,015 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: 48,836 shares; 2024Q4: 49,968 shares; 2025Q1: 48,640 shares; 2025Q2: 47,783 shares; 2025Q3: 47,332 shares; 2025Q4: 47,880 shares 47,880 $9.72M 0.19% +548 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,231 shares; 2024Q4: 171,312 shares; 2025Q1: 236,002 shares; 2025Q2: 271,492 shares; 2025Q3: 293,172 shares; 2025Q4: 436,437 shares 436,437 $9.63M 0.19% +143,265 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: 106,978 shares; 2024Q4: 112,101 shares; 2025Q1: 111,770 shares; 2025Q2: 113,796 shares; 2025Q3: 119,543 shares; 2025Q4: 123,488 shares 123,488 $9.51M 0.19% +3,945 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: 29,748 shares; 2024Q4: 29,892 shares; 2025Q1: 26,908 shares; 2025Q2: 26,000 shares; 2025Q3: 25,686 shares; 2025Q4: 25,341 shares 25,341 $9.38M 0.18% -345 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX 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: 23,134 shares; 2025Q2: 15,656 shares; 2025Q3: 36,970 shares; 2025Q4: 122,762 shares 122,762 $9.26M 0.18% +85,792 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: 66,734 shares; 2024Q4: 93,135 shares; 2025Q1: 97,765 shares; 2025Q2: 110,937 shares; 2025Q3: 143,514 shares; 2025Q4: 168,983 shares 168,983 $9.08M 0.18% +25,469 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: 74,499 shares; 2024Q4: 78,459 shares; 2025Q1: 76,730 shares; 2025Q2: 75,058 shares; 2025Q3: 75,618 shares; 2025Q4: 74,939 shares 74,939 $9.01M 0.18% -679 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: 23,047 shares; 2024Q4: 22,983 shares; 2025Q1: 24,231 shares; 2025Q2: 28,152 shares; 2025Q3: 29,123 shares; 2025Q4: 28,482 shares 28,482 $8.77M 0.17% -641 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: 19,623 shares; 2024Q4: 19,615 shares; 2025Q1: 18,749 shares; 2025Q2: 18,640 shares; 2025Q3: 18,738 shares; 2025Q4: 18,522 shares 18,522 $8.77M 0.17% -216 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,563 shares; 2024Q4: 97,768 shares; 2025Q1: 105,153 shares; 2025Q2: 114,020 shares; 2025Q3: 109,214 shares; 2025Q4: 102,731 shares 102,731 $8.6M 0.17% -6,483 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: 39,592 shares; 2024Q4: 43,851 shares; 2025Q1: 45,782 shares; 2025Q2: 48,312 shares; 2025Q3: 47,317 shares; 2025Q4: 44,084 shares 44,084 $8.59M 0.17% -3,233 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: 34,655 shares; 2024Q4: 32,516 shares; 2025Q1: 32,178 shares; 2025Q2: 31,859 shares; 2025Q3: 31,733 shares; 2025Q4: 31,275 shares 31,275 $8.04M 0.16% -458 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: 463,760 shares; 2024Q4: 395,450 shares; 2025Q1: 431,494 shares; 2025Q2: 454,538 shares; 2025Q3: 399,853 shares; 2025Q4: 314,488 shares 314,488 $7.83M 0.15% -85,365 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: 27,011 shares; 2024Q4: 25,194 shares; 2025Q1: 24,415 shares; 2025Q2: 23,849 shares; 2025Q3: 23,817 shares; 2025Q4: 23,110 shares 23,110 $7.78M 0.15% -707 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: 33,788 shares; 2024Q4: 33,366 shares; 2025Q1: 37,607 shares; 2025Q2: 38,399 shares; 2025Q3: 37,003 shares; 2025Q4: 35,611 shares 35,611 $7.73M 0.15% -1,392 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: 67,639 shares; 2024Q4: 59,814 shares; 2025Q1: 58,500 shares; 2025Q2: 66,820 shares; 2025Q3: 79,531 shares; 2025Q4: 86,246 shares 86,246 $7.72M 0.15% +6,715 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,961 shares; 2024Q4: 30,267 shares; 2025Q1: 32,418 shares; 2025Q2: 32,426 shares; 2025Q3: 24,605 shares; 2025Q4: 23,905 shares 23,905 $7.53M 0.15% -700 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170,692 shares; 2024Q4: 104,221 shares; 2025Q1: 102,946 shares; 2025Q2: 101,210 shares; 2025Q3: 100,415 shares; 2025Q4: 100,163 shares 100,163 $7.38M 0.14% -252 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: 9,079 shares; 2024Q4: 8,850 shares; 2025Q1: 8,896 shares; 2025Q2: 8,879 shares; 2025Q3: 8,728 shares; 2025Q4: 8,554 shares 8,554 $7.02M 0.14% -174 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: 24,021 shares; 2024Q4: 25,037 shares; 2025Q1: 24,388 shares; 2025Q2: 24,627 shares; 2025Q3: 24,457 shares; 2025Q4: 23,536 shares 23,536 $6.97M 0.14% -921 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: 80,561 shares; 2024Q4: 83,336 shares; 2025Q1: 82,909 shares; 2025Q2: 81,871 shares; 2025Q3: 81,238 shares; 2025Q4: 79,701 shares 79,701 $6.95M 0.14% -1,537 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,228 shares; 2024Q4: 89,292 shares; 2025Q1: 91,206 shares; 2025Q2: 108,274 shares; 2025Q3: 134,133 shares; 2025Q4: 133,743 shares 133,743 $6.81M 0.13% -390 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: 45,352 shares; 2024Q4: 46,782 shares; 2025Q1: 45,325 shares; 2025Q2: 45,741 shares; 2025Q3: 45,673 shares; 2025Q4: 43,944 shares 43,944 $6.75M 0.13% -1,729 Timeline IBTG 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: 303,356 shares; 2024Q4: 282,526 shares; 2025Q1: 275,395 shares; 2025Q2: 297,191 shares; 2025Q3: 326,533 shares; 2025Q4: 292,852 shares 292,852 $6.7M 0.13% -33,681 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: 23,592 shares; 2024Q4: 25,442 shares; 2025Q1: 27,252 shares; 2025Q2: 28,190 shares; 2025Q3: 26,010 shares; 2025Q4: 24,460 shares 24,460 $6.48M 0.13% -1,550 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,975 shares; 2024Q4: 44,567 shares; 2025Q1: 43,511 shares; 2025Q2: 44,546 shares; 2025Q3: 43,583 shares; 2025Q4: 41,546 shares 41,546 $6.25M 0.12% -2,037 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: 172,179 shares; 2024Q4: 170,179 shares; 2025Q1: 158,054 shares; 2025Q2: 160,092 shares; 2025Q3: 163,880 shares; 2025Q4: 153,308 shares 153,308 $6.24M 0.12% -10,572 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,892 shares; 2024Q4: 45,738 shares; 2025Q1: 42,751 shares; 2025Q2: 48,120 shares; 2025Q3: 66,343 shares; 2025Q4: 65,551 shares 65,551 $6.23M 0.12% -792 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: 133,008 shares; 2024Q4: 112,967 shares; 2025Q1: 111,862 shares; 2025Q2: 110,168 shares; 2025Q3: 109,931 shares; 2025Q4: 107,932 shares 107,932 $6.22M 0.12% -1,999 Timeline FBCG 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: 117,419 shares; 2024Q4: 113,537 shares; 2025Q1: 113,475 shares; 2025Q2: 112,869 shares; 2025Q3: 112,869 shares; 2025Q4: 112,669 shares 112,669 $6.18M 0.12% -200 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: 17,895 shares; 2024Q4: 14,633 shares; 2025Q1: 14,339 shares; 2025Q2: 14,003 shares; 2025Q3: 13,103 shares; 2025Q4: 12,752 shares 12,752 $6.17M 0.12% -351 Timeline IBTI 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: 186,344 shares; 2024Q4: 237,446 shares; 2025Q1: 277,006 shares; 2025Q2: 292,634 shares; 2025Q3: 297,888 shares; 2025Q4: 273,809 shares 273,809 $6.12M 0.12% -24,079 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: 25,810 shares; 2024Q4: 26,100 shares; 2025Q1: 25,223 shares; 2025Q2: 25,131 shares; 2025Q3: 25,411 shares; 2025Q4: 25,146 shares 25,146 $6.06M 0.12% -265 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175,963 shares; 2024Q4: 182,427 shares; 2025Q1: 195,228 shares; 2025Q2: 223,552 shares; 2025Q3: 255,496 shares; 2025Q4: 284,412 shares 284,412 $5.97M 0.12% +28,916 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: 37,503 shares; 2024Q4: 37,211 shares; 2025Q1: 36,522 shares; 2025Q2: 36,261 shares; 2025Q3: 35,471 shares; 2025Q4: 34,759 shares 34,759 $5.95M 0.12% -712 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: 14,742 shares; 2024Q4: 14,823 shares; 2025Q1: 16,452 shares; 2025Q2: 17,306 shares; 2025Q3: 17,305 shares; 2025Q4: 16,812 shares 16,812 $5.91M 0.12% -493 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: 23,421 shares; 2024Q4: 15,531 shares; 2025Q1: 14,471 shares; 2025Q2: 13,802 shares; 2025Q3: 13,213 shares; 2025Q4: 12,608 shares 12,608 $5.87M 0.11% -605 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: 9,388 shares; 2024Q4: 9,347 shares; 2025Q1: 9,717 shares; 2025Q2: 9,802 shares; 2025Q3: 9,772 shares; 2025Q4: 9,710 shares 9,710 $5.86M 0.11% -62 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: 38,455 shares; 2024Q4: 35,525 shares; 2025Q1: 35,563 shares; 2025Q2: 34,641 shares; 2025Q3: 36,971 shares; 2025Q4: 36,072 shares 36,072 $5.78M 0.11% -899 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: 145,689 shares; 2024Q4: 137,365 shares; 2025Q1: 137,715 shares; 2025Q2: 121,933 shares; 2025Q3: 112,648 shares; 2025Q4: 106,240 shares 106,240 $5.73M 0.11% -6,408 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: 87,883 shares; 2024Q4: 90,212 shares; 2025Q1: 83,204 shares; 2025Q2: 82,876 shares; 2025Q3: 83,741 shares; 2025Q4: 86,345 shares 86,345 $5.7M 0.11% +2,604 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,071 shares; 2024Q4: 17,576 shares; 2025Q1: 17,248 shares; 2025Q2: 17,006 shares; 2025Q3: 20,940 shares; 2025Q4: 20,356 shares 20,356 $5.68M 0.11% -584 Timeline IBTH 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: 205,798 shares; 2024Q4: 261,915 shares; 2025Q1: 308,872 shares; 2025Q2: 324,827 shares; 2025Q3: 328,802 shares; 2025Q4: 252,747 shares 252,747 $5.68M 0.11% -76,055 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: 14,618 shares; 2024Q4: 14,610 shares; 2025Q1: 14,565 shares; 2025Q2: 14,574 shares; 2025Q3: 14,494 shares; 2025Q4: 14,495 shares 14,495 $5.64M 0.11% +1 Timeline IBTJ 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: 168,836 shares; 2024Q4: 220,809 shares; 2025Q1: 261,748 shares; 2025Q2: 286,001 shares; 2025Q3: 291,273 shares; 2025Q4: 256,067 shares 256,067 $5.62M 0.11% -35,206 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,001 shares; 2024Q4: 24,042 shares; 2025Q1: 23,775 shares; 2025Q2: 21,748 shares; 2025Q3: 21,156 shares; 2025Q4: 38,907 shares 38,907 $5.6M 0.11% +17,751 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,019 shares; 2024Q4: 108,286 shares; 2025Q1: 116,058 shares; 2025Q2: 105,294 shares; 2025Q3: 102,557 shares; 2025Q4: 101,839 shares 101,839 $5.58M 0.11% -718 Timeline IBTK 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: 131,337 shares; 2024Q4: 150,528 shares; 2025Q1: 234,274 shares; 2025Q2: 255,197 shares; 2025Q3: 264,105 shares; 2025Q4: 279,153 shares 279,153 $5.54M 0.11% +15,048 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: 75,511 shares; 2024Q4: 75,323 shares; 2025Q1: 72,709 shares; 2025Q2: 68,783 shares; 2025Q3: 63,480 shares; 2025Q4: 58,980 shares 58,980 $5.52M 0.11% -4,500 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: 25,797 shares; 2024Q4: 25,703 shares; 2025Q1: 26,444 shares; 2025Q2: 26,351 shares; 2025Q3: 25,977 shares; 2025Q4: 24,834 shares 24,834 $5.46M 0.11% -1,143 Timeline GEM 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: 59,377 shares; 2024Q4: 92,497 shares; 2025Q1: 100,210 shares; 2025Q2: 104,317 shares; 2025Q3: 119,839 shares; 2025Q4: 130,624 shares 130,624 $5.44M 0.11% +10,785 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,325 shares; 2024Q4: 102,043 shares; 2025Q1: 120,113 shares; 2025Q2: 144,274 shares; 2025Q3: 165,844 shares; 2025Q4: 183,577 shares 183,577 $5.42M 0.11% +17,733 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: 95,456 shares; 2024Q4: 92,430 shares; 2025Q1: 88,830 shares; 2025Q2: 87,048 shares; 2025Q3: 85,801 shares; 2025Q4: 83,688 shares 83,688 $5.39M 0.11% -2,113 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: 49,034 shares; 2024Q4: 49,971 shares; 2025Q1: 48,709 shares; 2025Q2: 48,050 shares; 2025Q3: 47,410 shares; 2025Q4: 45,541 shares 45,541 $5.34M 0.1% -1,869 Timeline XMHQ 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: 51,420 shares; 2024Q4: 56,182 shares; 2025Q1: 57,812 shares; 2025Q2: 57,250 shares; 2025Q3: 55,294 shares; 2025Q4: 51,523 shares 51,523 $5.28M 0.1% -3,771 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,257 shares; 2024Q4: 13,992 shares; 2025Q1: 13,891 shares; 2025Q2: 13,749 shares; 2025Q3: 17,309 shares; 2025Q4: 17,152 shares 17,152 $5.18M 0.1% -157 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,571 shares; 2025Q1: 17,896 shares; 2025Q2: 26,016 shares; 2025Q3: 47,698 shares; 2025Q4: 67,023 shares 67,023 $5.16M 0.1% +19,325 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: 10,823 shares; 2024Q4: 14,097 shares; 2025Q1: 14,710 shares; 2025Q2: 15,242 shares; 2025Q3: 15,232 shares; 2025Q4: 14,541 shares 14,541 $5.14M 0.1% -691 Timeline IBMO 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: 131,446 shares; 2024Q4: 169,707 shares; 2025Q1: 162,001 shares; 2025Q2: 172,675 shares; 2025Q3: 165,348 shares; 2025Q4: 199,547 shares 199,547 $5.12M 0.1% +34,199 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,781 shares; 2024Q4: 46,018 shares; 2025Q1: 47,471 shares; 2025Q2: 46,506 shares; 2025Q3: 46,442 shares; 2025Q4: 44,172 shares 44,172 $5.03M 0.1% -2,270 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: 7,055 shares; 2024Q4: 7,022 shares; 2025Q1: 6,984 shares; 2025Q2: 6,951 shares; 2025Q3: 6,926 shares; 2025Q4: 6,516 shares 6,516 $4.91M 0.1% -410 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: 29,483 shares; 2024Q4: 31,206 shares; 2025Q1: 31,674 shares; 2025Q2: 31,061 shares; 2025Q3: 30,577 shares; 2025Q4: 27,656 shares 27,656 $4.91M 0.1% -2,921 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: 21,073 shares; 2024Q4: 21,281 shares; 2025Q1: 20,961 shares; 2025Q2: 21,011 shares; 2025Q3: 19,909 shares; 2025Q4: 18,932 shares 18,932 $4.9M 0.1% -977 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,060 shares; 2024Q4: 101,199 shares; 2025Q1: 102,310 shares; 2025Q2: 102,147 shares; 2025Q3: 97,975 shares; 2025Q4: 96,076 shares 96,076 $4.86M 0.1% -1,899 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: 8,464 shares; 2024Q4: 9,872 shares; 2025Q1: 8,209 shares; 2025Q2: 8,158 shares; 2025Q3: 7,717 shares; 2025Q4: 7,394 shares 7,394 $4.83M 0.09% -323 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: 15,708 shares; 2024Q4: 15,636 shares; 2025Q1: 15,578 shares; 2025Q2: 15,557 shares; 2025Q3: 15,316 shares; 2025Q4: 15,118 shares 15,118 $4.82M 0.09% -198 Timeline FLCB FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,757 shares; 2024Q4: 143,549 shares; 2025Q1: 157,733 shares; 2025Q2: 164,623 shares; 2025Q3: 189,203 shares; 2025Q4: 222,554 shares 222,554 $4.81M 0.09% +33,351 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: 50,367 shares; 2024Q4: 49,284 shares; 2025Q1: 47,830 shares; 2025Q2: 46,715 shares; 2025Q3: 46,651 shares; 2025Q4: 45,573 shares 45,573 $4.6M 0.09% -1,078 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: 11,787 shares; 2024Q4: 29,878 shares; 2025Q1: 29,516 shares; 2025Q2: 31,966 shares; 2025Q3: 45,558 shares; 2025Q4: 67,955 shares 67,955 $4.57M 0.09% +22,397 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 324 shares; 2024Q4: 1,296 shares; 2025Q1: 1,296 shares; 2025Q2: 1,307 shares; 2025Q3: 137,907 shares; 2025Q4: 138,213 shares 138,213 $4.51M 0.09% +306 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: 9,069 shares; 2024Q4: 8,256 shares; 2025Q1: 8,110 shares; 2025Q2: 8,009 shares; 2025Q3: 7,974 shares; 2025Q4: 7,907 shares 7,907 $4.51M 0.09% -67 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: 199,783 shares; 2024Q4: 182,008 shares; 2025Q1: 191,351 shares; 2025Q2: 190,778 shares; 2025Q3: 191,609 shares; 2025Q4: 179,464 shares 179,464 $4.46M 0.09% -12,145 Timeline EVLN 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: 254 shares; 2024Q4: 49,586 shares; 2025Q1: 61,298 shares; 2025Q2: 68,955 shares; 2025Q3: 88,059 shares; 2025Q4: 89,505 shares 89,505 $4.43M 0.09% +1,446 Timeline IBMP 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: 132,228 shares; 2024Q4: 155,546 shares; 2025Q1: 153,666 shares; 2025Q2: 155,497 shares; 2025Q3: 155,250 shares; 2025Q4: 170,966 shares 170,966 $4.34M 0.09% +15,716 Timeline IBMQ 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: 126,025 shares; 2024Q4: 147,133 shares; 2025Q1: 149,983 shares; 2025Q2: 151,130 shares; 2025Q3: 151,385 shares; 2025Q4: 167,289 shares 167,289 $4.28M 0.08% +15,904 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: 28,824 shares; 2024Q4: 103,652 shares; 2025Q1: 104,028 shares; 2025Q2: 94,758 shares; 2025Q3: 93,324 shares; 2025Q4: 85,317 shares 85,317 $4.27M 0.08% -8,007 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: 37,518 shares; 2024Q4: 34,548 shares; 2025Q1: 30,305 shares; 2025Q2: 27,855 shares; 2025Q3: 26,447 shares; 2025Q4: 25,884 shares 25,884 $4.21M 0.08% -563 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,899 shares; 2024Q4: 2,999 shares; 2025Q1: 3,808 shares; 2025Q2: 4,229 shares; 2025Q3: 4,495 shares; 2025Q4: 44,495 shares 44,495 $4.17M 0.08% +40,000 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: 8,522 shares; 2024Q4: 8,692 shares; 2025Q1: 8,617 shares; 2025Q2: 8,409 shares; 2025Q3: 8,312 shares; 2025Q4: 8,151 shares 8,151 $4.16M 0.08% -161 Timeline WTPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,167 shares; 2024Q4: 69,323 shares; 2025Q1: 86,912 shares; 2025Q2: 104,939 shares; 2025Q3: 115,984 shares; 2025Q4: 125,285 shares 125,285 $4.14M 0.08% +9,301 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,990 shares; 2024Q4: 32,238 shares; 2025Q1: 42,800 shares; 2025Q2: 47,600 shares; 2025Q3: 63,928 shares; 2025Q4: 70,259 shares 70,259 $4.13M 0.08% +6,331 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,597 shares; 2024Q4: 16,183 shares; 2025Q1: 16,255 shares; 2025Q2: 16,145 shares; 2025Q3: 23,415 shares; 2025Q4: 23,135 shares 23,135 $4.1M 0.08% -280 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,769 shares; 2024Q4: 25,361 shares; 2025Q1: 31,042 shares; 2025Q2: 36,831 shares; 2025Q3: 39,561 shares; 2025Q4: 42,515 shares 42,515 $4.09M 0.08% +2,954 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,194 shares; 2024Q4: 3,861 shares; 2025Q1: 3,916 shares; 2025Q2: 4,124 shares; 2025Q3: 3,793 shares; 2025Q4: 3,823 shares 3,823 $4.09M 0.08% +30 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: 2,590 shares; 2024Q4: 2,590 shares; 2025Q1: 1,922 shares; 2025Q2: 2,369 shares; 2025Q3: 58,678 shares; 2025Q4: 58,848 shares 58,848 $4.09M 0.08% +170 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: 139,587 shares; 2024Q4: 139,155 shares; 2025Q1: 139,783 shares; 2025Q2: 141,370 shares; 2025Q3: 134,836 shares; 2025Q4: 136,594 shares 136,594 $4.08M 0.08% +1,758 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,160 shares; 2024Q4: 24,120 shares; 2025Q1: 24,148 shares; 2025Q2: 24,042 shares; 2025Q3: 24,442 shares; 2025Q4: 24,302 shares 24,302 $4.08M 0.08% -140 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: 3,753 shares; 2025Q1: 3,730 shares; 2025Q2: 3,670 shares; 2025Q3: 3,665 shares; 2025Q4: 3,673 shares 3,673 $3.93M 0.08% +8 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: 60,703 shares; 2024Q4: 51,679 shares; 2025Q1: 52,248 shares; 2025Q2: 49,624 shares; 2025Q3: 48,352 shares; 2025Q4: 46,351 shares 46,351 $3.9M 0.08% -2,001 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: 10,242 shares; 2024Q4: 10,440 shares; 2025Q1: 9,974 shares; 2025Q2: 9,715 shares; 2025Q3: 9,842 shares; 2025Q4: 9,137 shares 9,137 $3.9M 0.08% -705 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,073 shares; 2024Q4: 42,835 shares; 2025Q1: 47,975 shares; 2025Q2: 53,732 shares; 2025Q3: 49,330 shares; 2025Q4: 90,740 shares 90,740 $3.87M 0.08% +41,410 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,686 shares; 2024Q4: 15,147 shares; 2025Q1: 14,789 shares; 2025Q2: 14,731 shares; 2025Q3: 19,676 shares; 2025Q4: 17,978 shares 17,978 $3.81M 0.07% -1,698 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: 13,000 shares; 2024Q4: 11,618 shares; 2025Q1: 8,604 shares; 2025Q2: 8,569 shares; 2025Q3: 8,902 shares; 2025Q4: 8,355 shares 8,355 $3.76M 0.07% -547 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: 22,832 shares; 2025Q1: 22,497 shares; 2025Q2: 21,897 shares; 2025Q3: 21,907 shares; 2025Q4: 21,890 shares 21,890 $3.75M 0.07% -17 Timeline VUSB 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: 73,395 shares; 2024Q4: 110,538 shares; 2025Q1: 79,090 shares; 2025Q2: 75,223 shares; 2025Q3: 74,213 shares; 2025Q4: 74,529 shares 74,529 $3.71M 0.07% +316 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: 7,826 shares; 2024Q4: 7,642 shares; 2025Q1: 7,633 shares; 2025Q2: 7,465 shares; 2025Q3: 7,296 shares; 2025Q4: 7,084 shares 7,084 $3.7M 0.07% -212 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: 92,339 shares; 2024Q4: 88,608 shares; 2025Q1: 87,178 shares; 2025Q2: 87,128 shares; 2025Q3: 82,628 shares; 2025Q4: 78,759 shares 78,759 $3.7M 0.07% -3,869 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: 14,586 shares; 2024Q4: 14,565 shares; 2025Q1: 14,276 shares; 2025Q2: 14,059 shares; 2025Q3: 14,496 shares; 2025Q4: 14,303 shares 14,303 $3.68M 0.07% -193 Timeline IBMR 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: 92,254 shares; 2024Q4: 114,555 shares; 2025Q1: 115,816 shares; 2025Q2: 124,261 shares; 2025Q3: 129,364 shares; 2025Q4: 144,285 shares 144,285 $3.67M 0.07% +14,921 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: 13,412 shares; 2024Q4: 13,131 shares; 2025Q1: 13,004 shares; 2025Q2: 12,977 shares; 2025Q3: 12,753 shares; 2025Q4: 12,542 shares 12,542 $3.62M 0.07% -211 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: 1,960 shares; 2024Q4: 2,598 shares; 2025Q1: 2,517 shares; 2025Q2: 14,039 shares; 2025Q3: 22,762 shares; 2025Q4: 35,913 shares 35,913 $3.59M 0.07% +13,151 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,188 shares; 2024Q4: 40,080 shares; 2025Q1: 39,942 shares; 2025Q2: 38,606 shares; 2025Q3: 26,436 shares; 2025Q4: 25,546 shares 25,546 $3.56M 0.07% -890 Timeline VNQ 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: 30,526 shares; 2024Q4: 26,986 shares; 2025Q1: 25,041 shares; 2025Q2: 23,771 shares; 2025Q3: 37,174 shares; 2025Q4: 39,795 shares 39,795 $3.52M 0.07% +2,621 Timeline IBMS 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: 60,328 shares; 2025Q1: 80,861 shares; 2025Q2: 93,691 shares; 2025Q3: 98,580 shares; 2025Q4: 132,748 shares 132,748 $3.46M 0.07% +34,168 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: 23,732 shares; 2024Q4: 22,717 shares; 2025Q1: 21,800 shares; 2025Q2: 21,439 shares; 2025Q3: 21,159 shares; 2025Q4: 20,904 shares 20,904 $3.4M 0.07% -255 Timeline IBTL 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: 5,993 shares; 2024Q4: 86,606 shares; 2025Q1: 143,229 shares; 2025Q2: 139,972 shares; 2025Q3: 148,559 shares; 2025Q4: 165,278 shares 165,278 $3.39M 0.07% +16,719 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: 42,104 shares; 2024Q4: 54,518 shares; 2025Q1: 61,976 shares; 2025Q2: 66,931 shares; 2025Q3: 77,934 shares; 2025Q4: 99,218 shares 99,218 $3.39M 0.07% +21,284 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: 28,085 shares; 2024Q4: 28,084 shares; 2025Q1: 27,071 shares; 2025Q2: 26,831 shares; 2025Q3: 26,850 shares; 2025Q4: 25,895 shares 25,895 $3.34M 0.07% -955 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: 9,987 shares; 2024Q4: 9,791 shares; 2025Q1: 8,985 shares; 2025Q2: 9,016 shares; 2025Q3: 8,393 shares; 2025Q4: 7,363 shares 7,363 $3.34M 0.07% -1,030 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: 62,835 shares; 2024Q4: 57,536 shares; 2025Q1: 56,080 shares; 2025Q2: 63,860 shares; 2025Q3: 65,318 shares; 2025Q4: 62,274 shares 62,274 $3.32M 0.07% -3,044 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: 10,351 shares; 2024Q4: 20,977 shares; 2025Q1: 19,459 shares; 2025Q2: 20,494 shares; 2025Q3: 19,783 shares; 2025Q4: 18,005 shares 18,005 $3.32M 0.06% -1,778 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: 6,394 shares; 2024Q4: 5,881 shares; 2025Q1: 5,191 shares; 2025Q2: 5,031 shares; 2025Q3: 5,000 shares; 2025Q4: 4,979 shares 4,979 $3.3M 0.06% -21 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: 4,925 shares; 2024Q4: 5,106 shares; 2025Q1: 4,391 shares; 2025Q2: 4,491 shares; 2025Q3: 4,052 shares; 2025Q4: 3,696 shares 3,696 $3.25M 0.06% -356 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: 23,930 shares; 2024Q4: 24,802 shares; 2025Q1: 25,627 shares; 2025Q2: 27,798 shares; 2025Q3: 27,191 shares; 2025Q4: 24,964 shares 24,964 $3.14M 0.06% -2,227 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: 5,099 shares; 2024Q4: 7,326 shares; 2025Q1: 6,516 shares; 2025Q2: 6,771 shares; 2025Q3: 6,657 shares; 2025Q4: 6,692 shares 6,692 $3.14M 0.06% +35 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,515 shares; 2024Q4: 5,515 shares; 2025Q1: 5,515 shares; 2025Q2: 5,515 shares; 2025Q3: 5,515 shares; 2025Q4: 5,515 shares 5,515 $3.13M 0.06% 0 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: 40,148 shares; 2024Q4: 41,962 shares; 2025Q1: 38,524 shares; 2025Q2: 40,050 shares; 2025Q3: 37,838 shares; 2025Q4: 31,939 shares 31,939 $2.98M 0.06% -5,899 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,404 shares; 2024Q4: 61,419 shares; 2025Q1: 63,430 shares; 2025Q2: 57,159 shares; 2025Q3: 60,800 shares; 2025Q4: 65,107 shares 65,107 $2.9M 0.06% +4,307 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: 20,335 shares; 2024Q4: 16,255 shares; 2025Q1: 13,072 shares; 2025Q2: 11,776 shares; 2025Q3: 11,307 shares; 2025Q4: 10,232 shares 10,232 $2.82M 0.06% -1,075 Timeline MUST COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,391 shares; 2024Q4: 119,098 shares; 2025Q1: 119,635 shares; 2025Q2: 123,555 shares; 2025Q3: 126,760 shares; 2025Q4: 136,207 shares 136,207 $2.81M 0.05% +9,447 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: 13,193 shares; 2024Q4: 14,200 shares; 2025Q1: 13,482 shares; 2025Q2: 13,469 shares; 2025Q3: 13,463 shares; 2025Q4: 13,334 shares 13,334 $2.78M 0.05% -129 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: 60,213 shares; 2024Q4: 58,001 shares; 2025Q1: 62,089 shares; 2025Q2: 60,679 shares; 2025Q3: 59,334 shares; 2025Q4: 50,049 shares 50,049 $2.69M 0.05% -9,285 Timeline GSSC 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: 14,923 shares; 2024Q4: 33,520 shares; 2025Q1: 30,650 shares; 2025Q2: 25,636 shares; 2025Q3: 27,630 shares; 2025Q4: 35,148 shares 35,148 $2.66M 0.05% +7,518 Timeline OSCV ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,327 shares; 2024Q4: 126,492 shares; 2025Q1: 111,627 shares; 2025Q2: 105,875 shares; 2025Q3: 89,548 shares; 2025Q4: 71,084 shares 71,084 $2.63M 0.05% -18,464 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,644 shares; 2024Q4: 26,984 shares; 2025Q1: 26,848 shares; 2025Q2: 27,137 shares; 2025Q3: 27,894 shares; 2025Q4: 26,060 shares 26,060 $2.6M 0.05% -1,834 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,392 shares; 2024Q4: 45,209 shares; 2025Q1: 44,432 shares; 2025Q2: 35,248 shares; 2025Q3: 32,350 shares; 2025Q4: 58,156 shares 58,156 $2.6M 0.05% +25,806 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: 15,820 shares; 2024Q4: 14,790 shares; 2025Q1: 12,358 shares; 2025Q2: 9,696 shares; 2025Q3: 8,187 shares; 2025Q4: 7,381 shares 7,381 $2.58M 0.05% -806 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,763 shares; 2024Q4: 8,110 shares; 2025Q1: 14,074 shares; 2025Q2: 20,142 shares; 2025Q3: 24,218 shares; 2025Q4: 121,016 shares 121,016 $2.56M 0.05% +96,798 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,454 shares; 2024Q4: 12,872 shares; 2025Q1: 12,382 shares; 2025Q2: 62,505 shares; 2025Q3: 62,505 shares; 2025Q4: 63,797 shares 63,797 $2.53M 0.05% +1,292 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: 163,051 shares; 2024Q4: 98,183 shares; 2025Q1: 82,923 shares; 2025Q2: 76,405 shares; 2025Q3: 69,469 shares; 2025Q4: 67,650 shares 67,650 $2.5M 0.05% -1,819 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,172 shares; 2024Q4: 63,739 shares; 2025Q1: 60,965 shares; 2025Q2: 60,805 shares; 2025Q3: 56,638 shares; 2025Q4: 52,865 shares 52,865 $2.46M 0.05% -3,773 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,163 shares; 2024Q4: 70,345 shares; 2025Q1: 86,798 shares; 2025Q2: 80,277 shares; 2025Q3: 50,273 shares; 2025Q4: 48,314 shares 48,314 $2.44M 0.05% -1,959 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,003 shares; 2024Q4: 25,129 shares; 2025Q1: 22,837 shares; 2025Q2: 22,662 shares; 2025Q3: 20,500 shares; 2025Q4: 19,506 shares 19,506 $2.43M 0.05% -994 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 37,081 shares; 2025Q1: 65,263 shares; 2025Q2: 49,627 shares; 2025Q3: 46,507 shares; 2025Q4: 43,688 shares 43,688 $2.43M 0.05% -2,819 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: 19,891 shares; 2024Q4: 19,924 shares; 2025Q1: 19,879 shares; 2025Q2: 19,479 shares; 2025Q3: 19,514 shares; 2025Q4: 19,763 shares 19,763 $2.43M 0.05% +249 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: 29,922 shares; 2024Q4: 27,719 shares; 2025Q1: 25,799 shares; 2025Q2: 24,789 shares; 2025Q3: 23,251 shares; 2025Q4: 20,910 shares 20,910 $2.38M 0.05% -2,341 Timeline EZM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,186 shares; 2024Q4: 25,969 shares; 2025Q1: 28,478 shares; 2025Q2: 29,272 shares; 2025Q3: 31,708 shares; 2025Q4: 35,337 shares 35,337 $2.36M 0.05% +3,629 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,807 shares; 2024Q4: 11,250 shares; 2025Q1: 12,888 shares; 2025Q2: 13,795 shares; 2025Q3: 14,451 shares; 2025Q4: 12,091 shares 12,091 $2.35M 0.05% -2,360 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,767 shares; 2024Q4: 52,612 shares; 2025Q1: 55,018 shares; 2025Q2: 54,195 shares; 2025Q3: 48,177 shares; 2025Q4: 44,860 shares 44,860 $2.35M 0.05% -3,317 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: 3,343 shares; 2024Q4: 3,933 shares; 2025Q1: 3,116 shares; 2025Q2: 2,572 shares; 2025Q3: 2,827 shares; 2025Q4: 2,669 shares 2,669 $2.35M 0.05% -158 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,490 shares; 2024Q4: 14,290 shares; 2025Q1: 13,859 shares; 2025Q2: 13,755 shares; 2025Q3: 13,742 shares; 2025Q4: 13,742 shares 13,742 $2.32M 0.05% 0 Timeline FLRN 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: 112,840 shares; 2024Q4: 108,230 shares; 2025Q1: 104,903 shares; 2025Q2: 100,914 shares; 2025Q3: 97,911 shares; 2025Q4: 75,239 shares 75,239 $2.31M 0.05% -22,672 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: 23,148 shares; 2024Q4: 15,510 shares; 2025Q1: 15,435 shares; 2025Q2: 15,383 shares; 2025Q3: 15,209 shares; 2025Q4: 15,209 shares 15,209 $2.3M 0.05% 0 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,192 shares; 2024Q4: 8,648 shares; 2025Q1: 13,004 shares; 2025Q2: 12,994 shares; 2025Q3: 12,841 shares; 2025Q4: 12,355 shares 12,355 $2.25M 0.04% -486 Timeline UFIV RBB FD INC More: the full row for RBB FD 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: 32,035 shares; 2025Q2: 49,260 shares; 2025Q3: 48,285 shares; 2025Q4: 45,680 shares 45,680 $2.25M 0.04% -2,605 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: 9,195 shares; 2024Q4: 10,659 shares; 2025Q1: 10,350 shares; 2025Q2: 10,876 shares; 2025Q3: 10,741 shares; 2025Q4: 9,094 shares 9,094 $2.25M 0.04% -1,647 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: 32,356 shares; 2024Q4: 31,992 shares; 2025Q1: 31,278 shares; 2025Q2: 32,822 shares; 2025Q3: 32,923 shares; 2025Q4: 31,364 shares 31,364 $2.24M 0.04% -1,559 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: 3,290 shares; 2024Q4: 3,812 shares; 2025Q1: 3,307 shares; 2025Q2: 10,867 shares; 2025Q3: 9,555 shares; 2025Q4: 9,228 shares 9,228 $2.24M 0.04% -327 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: 14,496 shares; 2024Q4: 14,978 shares; 2025Q1: 13,799 shares; 2025Q2: 12,488 shares; 2025Q3: 12,349 shares; 2025Q4: 12,870 shares 12,870 $2.23M 0.04% +521 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,244 shares; 2024Q4: 5,981 shares; 2025Q1: 6,822 shares; 2025Q2: 28,548 shares; 2025Q3: 30,858 shares; 2025Q4: 34,658 shares 34,658 $2.23M 0.04% +3,800 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,018 shares; 2024Q4: 12,798 shares; 2025Q1: 12,690 shares; 2025Q2: 12,764 shares; 2025Q3: 12,489 shares; 2025Q4: 12,242 shares 12,242 $2.23M 0.04% -247 Timeline SRLN 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: 96,117 shares; 2024Q4: 68,557 shares; 2025Q1: 67,398 shares; 2025Q2: 64,359 shares; 2025Q3: 58,024 shares; 2025Q4: 53,403 shares 53,403 $2.2M 0.04% -4,621 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,330 shares; 2024Q4: 116,885 shares; 2025Q1: 108,847 shares; 2025Q2: 107,767 shares; 2025Q3: 104,862 shares; 2025Q4: 97,189 shares 97,189 $2.17M 0.04% -7,673 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: 4,602 shares; 2024Q4: 5,223 shares; 2025Q1: 5,897 shares; 2025Q2: 6,269 shares; 2025Q3: 6,416 shares; 2025Q4: 7,279 shares 7,279 $2.14M 0.04% +863 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,515 shares; 2024Q4: 5,515 shares; 2025Q1: 5,484 shares; 2025Q2: 5,484 shares; 2025Q3: 5,484 shares; 2025Q4: 5,484 shares 5,484 $2.12M 0.04% 0 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,696 shares; 2024Q4: 29,257 shares; 2025Q1: 21,544 shares; 2025Q2: 27,161 shares; 2025Q3: 32,814 shares; 2025Q4: 28,834 shares 28,834 $2.12M 0.04% -3,980 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: 23,229 shares; 2024Q4: 21,754 shares; 2025Q1: 19,884 shares; 2025Q2: 19,869 shares; 2025Q3: 18,993 shares; 2025Q4: 19,088 shares 19,088 $2.1M 0.04% +95 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: 18,184 shares; 2024Q4: 19,908 shares; 2025Q1: 19,985 shares; 2025Q2: 21,452 shares; 2025Q3: 19,746 shares; 2025Q4: 18,009 shares 18,009 $2.1M 0.04% -1,737 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: 10,796 shares; 2024Q4: 10,665 shares; 2025Q1: 10,483 shares; 2025Q2: 10,317 shares; 2025Q3: 10,209 shares; 2025Q4: 10,095 shares 10,095 $2.1M 0.04% -114 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: 46,097 shares; 2024Q4: 45,414 shares; 2025Q1: 44,751 shares; 2025Q2: 44,999 shares; 2025Q3: 43,853 shares; 2025Q4: 43,650 shares 43,650 $2.09M 0.04% -203 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: 29,204 shares; 2024Q4: 28,835 shares; 2025Q1: 28,894 shares; 2025Q2: 27,641 shares; 2025Q3: 27,463 shares; 2025Q4: 26,409 shares 26,409 $2.09M 0.04% -1,054 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,481 shares; 2024Q4: 9,481 shares; 2025Q1: 9,093 shares; 2025Q2: 9,043 shares; 2025Q3: 7,943 shares; 2025Q4: 7,933 shares 7,933 $2.07M 0.04% -10 Timeline HTD HANCOCK JOHN TAX-ADVANTAGED More: the full row for HANCOCK JOHN TAX-ADVANTAGED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,562 shares; 2024Q4: 89,757 shares; 2025Q1: 88,223 shares; 2025Q2: 88,223 shares; 2025Q3: 86,806 shares; 2025Q4: 85,526 shares 85,526 $2.02M 0.04% -1,280 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,303 shares; 2024Q4: 9,149 shares; 2025Q1: 7,899 shares; 2025Q2: 8,991 shares; 2025Q3: 8,498 shares; 2025Q4: 11,290 shares 11,290 $2.01M 0.04% +2,792 Timeline IBIF 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: 15,478 shares; 2025Q1: 22,665 shares; 2025Q2: 25,419 shares; 2025Q3: 23,448 shares; 2025Q4: 77,054 shares 77,054 $2.01M 0.04% +53,606 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: 11,809 shares; 2024Q4: 12,117 shares; 2025Q1: 12,355 shares; 2025Q2: 13,108 shares; 2025Q3: 10,400 shares; 2025Q4: 8,761 shares 8,761 $2M 0.04% -1,639 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 919 shares; 2024Q4: 1,083 shares; 2025Q1: 1,033 shares; 2025Q2: 1,142 shares; 2025Q3: 1,206 shares; 2025Q4: 983 shares 983 $1.98M 0.04% -223 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: 363 shares; 2024Q4: 369 shares; 2025Q1: 361 shares; 2025Q2: 357 shares; 2025Q3: 369 shares; 2025Q4: 366 shares 366 $1.96M 0.04% -3 Timeline JSMD JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,667 shares; 2024Q4: 16,313 shares; 2025Q1: 18,636 shares; 2025Q2: 20,131 shares; 2025Q3: 21,318 shares; 2025Q4: 23,947 shares 23,947 $1.95M 0.04% +2,629 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: 5,090 shares; 2024Q4: 5,078 shares; 2025Q1: 5,074 shares; 2025Q2: 5,073 shares; 2025Q3: 5,079 shares; 2025Q4: 5,081 shares 5,081 $1.95M 0.04% +2 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,257 shares; 2024Q4: 22,117 shares; 2025Q1: 21,413 shares; 2025Q2: 21,805 shares; 2025Q3: 21,295 shares; 2025Q4: 42,856 shares 42,856 $1.94M 0.04% +21,561 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: 833 shares; 2024Q4: 883 shares; 2025Q1: 5,345 shares; 2025Q2: 14,230 shares; 2025Q3: 14,408 shares; 2025Q4: 12,159 shares 12,159 $1.94M 0.04% -2,249 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: 10,972 shares; 2024Q4: 11,035 shares; 2025Q1: 11,142 shares; 2025Q2: 11,217 shares; 2025Q3: 14,185 shares; 2025Q4: 12,489 shares 12,489 $1.93M 0.04% -1,696 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,052 shares; 2024Q4: 7,172 shares; 2025Q1: 7,251 shares; 2025Q2: 9,956 shares; 2025Q3: 18,085 shares; 2025Q4: 18,617 shares 18,617 $1.9M 0.04% +532 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: 9,724 shares; 2024Q4: 10,497 shares; 2025Q1: 10,337 shares; 2025Q2: 9,923 shares; 2025Q3: 8,935 shares; 2025Q4: 7,013 shares 7,013 $1.88M 0.04% -1,922 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: 14,507 shares; 2024Q4: 14,446 shares; 2025Q1: 14,280 shares; 2025Q2: 14,140 shares; 2025Q3: 14,079 shares; 2025Q4: 16,221 shares 16,221 $1.87M 0.04% +2,142 Timeline SCHC 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: 60,609 shares; 2024Q4: 53,384 shares; 2025Q1: 50,109 shares; 2025Q2: 43,355 shares; 2025Q3: 42,548 shares; 2025Q4: 40,652 shares 40,652 $1.85M 0.04% -1,896 Timeline GSBC GREAT SOUTHN BANCORP INC More: the full row for GREAT SOUTHN BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,371 shares; 2024Q4: 39,287 shares; 2025Q1: 39,202 shares; 2025Q2: 39,148 shares; 2025Q3: 28,598 shares; 2025Q4: 28,552 shares 28,552 $1.76M 0.03% -46 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,822 shares; 2024Q4: 10,927 shares; 2025Q1: 10,666 shares; 2025Q2: 13,667 shares; 2025Q3: 17,638 shares; 2025Q4: 20,233 shares 20,233 $1.74M 0.03% +2,595 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,821 shares; 2024Q4: 3,493 shares; 2025Q1: 3,380 shares; 2025Q2: 3,273 shares; 2025Q3: 3,259 shares; 2025Q4: 3,247 shares 3,247 $1.73M 0.03% -12 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: 16,210 shares; 2024Q4: 15,586 shares; 2025Q1: 15,183 shares; 2025Q2: 14,726 shares; 2025Q3: 14,690 shares; 2025Q4: 13,962 shares 13,962 $1.72M 0.03% -728 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,204 shares; 2024Q4: 8,649 shares; 2025Q1: 8,417 shares; 2025Q2: 8,128 shares; 2025Q3: 7,776 shares; 2025Q4: 7,406 shares 7,406 $1.69M 0.03% -370 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,283 shares; 2024Q4: 2,495 shares; 2025Q1: 2,828 shares; 2025Q2: 2,046 shares; 2025Q3: 3,808 shares; 2025Q4: 5,529 shares 5,529 $1.68M 0.03% +1,721 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: 7,658 shares; 2024Q4: 7,268 shares; 2025Q1: 6,789 shares; 2025Q2: 9,697 shares; 2025Q3: 9,925 shares; 2025Q4: 6,743 shares 6,743 $1.66M 0.03% -3,182 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: 2,243 shares; 2024Q4: 2,512 shares; 2025Q1: 2,691 shares; 2025Q2: 2,828 shares; 2025Q3: 2,804 shares; 2025Q4: 2,922 shares 2,922 $1.66M 0.03% +118 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: 10,518 shares; 2024Q4: 11,509 shares; 2025Q1: 14,980 shares; 2025Q2: 14,795 shares; 2025Q3: 15,326 shares; 2025Q4: 15,931 shares 15,931 $1.59M 0.03% +605 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: 29,366 shares; 2024Q4: 31,427 shares; 2025Q1: 29,089 shares; 2025Q2: 27,353 shares; 2025Q3: 27,247 shares; 2025Q4: 27,163 shares 27,163 $1.59M 0.03% -84 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: 5,606 shares; 2024Q4: 5,313 shares; 2025Q1: 5,068 shares; 2025Q2: 5,006 shares; 2025Q3: 5,081 shares; 2025Q4: 4,887 shares 4,887 $1.58M 0.03% -194 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: 3,454 shares; 2024Q4: 3,466 shares; 2025Q1: 3,464 shares; 2025Q2: 3,159 shares; 2025Q3: 3,157 shares; 2025Q4: 3,159 shares 3,159 $1.55M 0.03% +2 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: 34,532 shares; 2024Q4: 29,469 shares; 2025Q1: 27,308 shares; 2025Q2: 24,060 shares; 2025Q3: 23,276 shares; 2025Q4: 23,002 shares 23,002 $1.54M 0.03% -274 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,107 shares; 2024Q4: 7,004 shares; 2025Q1: 9,917 shares; 2025Q2: 11,591 shares; 2025Q3: 18,396 shares; 2025Q4: 18,748 shares 18,748 $1.54M 0.03% +352 Timeline IBIE 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: 11,521 shares; 2025Q1: 18,707 shares; 2025Q2: 21,226 shares; 2025Q3: 18,472 shares; 2025Q4: 59,016 shares 59,016 $1.53M 0.03% +40,544 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,257 shares; 2024Q4: 2,292 shares; 2025Q1: 2,229 shares; 2025Q2: 2,388 shares; 2025Q3: 1,777 shares; 2025Q4: 9,882 shares 9,882 $1.51M 0.03% +8,105 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares 2 $1.51M 0.03% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,511 shares; 2024Q4: 18,593 shares; 2025Q1: 18,204 shares; 2025Q2: 17,928 shares; 2025Q3: 18,563 shares; 2025Q4: 15,191 shares 15,191 $1.48M 0.03% -3,372 Timeline VPU 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: 8,726 shares; 2024Q4: 8,374 shares; 2025Q1: 8,364 shares; 2025Q2: 8,009 shares; 2025Q3: 8,009 shares; 2025Q4: 8,009 shares 8,009 $1.48M 0.03% 0 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: 3,017 shares; 2024Q4: 2,873 shares; 2025Q1: 2,856 shares; 2025Q2: 2,759 shares; 2025Q3: 2,678 shares; 2025Q4: 2,883 shares 2,883 $1.47M 0.03% +205 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: 5,882 shares; 2024Q4: 5,988 shares; 2025Q1: 5,908 shares; 2025Q2: 5,576 shares; 2025Q3: 5,203 shares; 2025Q4: 5,081 shares 5,081 $1.47M 0.03% -122 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: 5,518 shares; 2024Q4: 5,496 shares; 2025Q1: 11,472 shares; 2025Q2: 14,096 shares; 2025Q3: 16,058 shares; 2025Q4: 15,133 shares 15,133 $1.44M 0.03% -925 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: 3,169 shares; 2024Q4: 3,169 shares; 2025Q1: 6,006 shares; 2025Q2: 7,363 shares; 2025Q3: 7,435 shares; 2025Q4: 6,894 shares 6,894 $1.41M 0.03% -541 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: 40,333 shares; 2024Q4: 48,904 shares; 2025Q1: 37,828 shares; 2025Q2: 37,196 shares; 2025Q3: 33,703 shares; 2025Q4: 27,404 shares 27,404 $1.39M 0.03% -6,299 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,592 shares; 2024Q4: 14,789 shares; 2025Q1: 13,873 shares; 2025Q2: 13,395 shares; 2025Q3: 13,075 shares; 2025Q4: 13,786 shares 13,786 $1.39M 0.03% +711 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,628 shares; 2024Q4: 14,953 shares; 2025Q1: 14,911 shares; 2025Q2: 14,736 shares; 2025Q3: 14,731 shares; 2025Q4: 14,731 shares 14,731 $1.39M 0.03% 0 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: 19,685 shares; 2024Q4: 19,615 shares; 2025Q1: 19,311 shares; 2025Q2: 18,537 shares; 2025Q3: 18,201 shares; 2025Q4: 15,666 shares 15,666 $1.38M 0.03% -2,535 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: 10,705 shares; 2024Q4: 10,719 shares; 2025Q1: 10,705 shares; 2025Q2: 10,688 shares; 2025Q3: 10,691 shares; 2025Q4: 10,564 shares 10,564 $1.38M 0.03% -127 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,185 shares; 2024Q4: 16,585 shares; 2025Q1: 13,990 shares; 2025Q2: 11,418 shares; 2025Q3: 11,866 shares; 2025Q4: 14,713 shares 14,713 $1.35M 0.03% +2,847 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: 16,862 shares; 2024Q4: 16,860 shares; 2025Q1: 16,860 shares; 2025Q2: 16,960 shares; 2025Q3: 16,860 shares; 2025Q4: 16,863 shares 16,863 $1.34M 0.03% +3 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,650 shares; 2024Q4: 6,650 shares; 2025Q1: 6,650 shares; 2025Q2: 6,646 shares; 2025Q3: 9,645 shares; 2025Q4: 9,645 shares 9,645 $1.32M 0.03% 0 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,476 shares; 2024Q4: 43,522 shares; 2025Q1: 55,572 shares; 2025Q2: 55,572 shares; 2025Q3: 55,572 shares; 2025Q4: 55,870 shares 55,870 $1.31M 0.03% +298 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: 15,145 shares; 2024Q4: 15,113 shares; 2025Q1: 9,722 shares; 2025Q2: 9,074 shares; 2025Q3: 10,505 shares; 2025Q4: 7,860 shares 7,860 $1.27M 0.02% -2,645 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,153 shares; 2024Q4: 15,106 shares; 2025Q1: 15,106 shares; 2025Q2: 15,106 shares; 2025Q3: 15,074 shares; 2025Q4: 15,076 shares 15,076 $1.26M 0.02% +2 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,795 shares; 2024Q4: 1,728 shares; 2025Q1: 1,637 shares; 2025Q2: 1,620 shares; 2025Q3: 3,500 shares; 2025Q4: 3,649 shares 3,649 $1.23M 0.02% +149 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,008 shares; 2024Q4: 6,801 shares; 2025Q1: 6,642 shares; 2025Q2: 6,050 shares; 2025Q3: 5,680 shares; 2025Q4: 8,228 shares 8,228 $1.23M 0.02% +2,548 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: 10,709 shares; 2024Q4: 9,156 shares; 2025Q1: 7,800 shares; 2025Q2: 6,715 shares; 2025Q3: 5,929 shares; 2025Q4: 5,354 shares 5,354 $1.23M 0.02% -575 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,085 shares; 2024Q4: 2,608 shares; 2025Q1: 2,608 shares; 2025Q2: 2,605 shares; 2025Q3: 2,605 shares; 2025Q4: 2,543 shares 2,543 $1.22M 0.02% -62 Timeline IBIG 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: 252 shares; 2025Q2: 1,257 shares; 2025Q3: 4,152 shares; 2025Q4: 45,594 shares 45,594 $1.19M 0.02% +41,442 Timeline IBTM 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: 5,887 shares; 2024Q4: 6,387 shares; 2025Q1: 6,398 shares; 2025Q2: 5,777 shares; 2025Q3: 5,707 shares; 2025Q4: 50,669 shares 50,669 $1.17M 0.02% +44,962 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,800 shares; 2024Q4: 22,933 shares; 2025Q1: 22,183 shares; 2025Q2: 22,370 shares; 2025Q3: 22,146 shares; 2025Q4: 22,105 shares 22,105 $1.17M 0.02% -41 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,874 shares; 2024Q4: 17,592 shares; 2025Q1: 17,001 shares; 2025Q2: 16,852 shares; 2025Q3: 16,184 shares; 2025Q4: 13,439 shares 13,439 $1.16M 0.02% -2,745 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,935 shares; 2024Q4: 14,900 shares; 2025Q1: 14,600 shares; 2025Q2: 14,600 shares; 2025Q3: 14,463 shares; 2025Q4: 13,559 shares 13,559 $1.16M 0.02% -904 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,828 shares; 2024Q4: 90,865 shares; 2025Q1: 89,740 shares; 2025Q2: 84,515 shares; 2025Q3: 84,515 shares; 2025Q4: 60,015 shares 60,015 $1.15M 0.02% -24,500 Timeline FLIA FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,927 shares; 2024Q4: 7,818 shares; 2025Q1: 7,437 shares; 2025Q2: 20,797 shares; 2025Q3: 43,825 shares; 2025Q4: 57,071 shares 57,071 $1.15M 0.02% +13,246 Timeline IBIC 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: 19,793 shares; 2025Q1: 27,438 shares; 2025Q2: 28,963 shares; 2025Q3: 27,944 shares; 2025Q4: 44,166 shares 44,166 $1.13M 0.02% +16,222 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: 11,080 shares; 2024Q4: 11,903 shares; 2025Q1: 12,385 shares; 2025Q2: 13,152 shares; 2025Q3: 12,754 shares; 2025Q4: 11,662 shares 11,662 $1.12M 0.02% -1,092 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: 1,002 shares; 2024Q4: 1,932 shares; 2025Q1: 1,998 shares; 2025Q2: 1,745 shares; 2025Q3: 1,463 shares; 2025Q4: 1,446 shares 1,446 $1.11M 0.02% -17 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,782 shares; 2024Q4: 1,782 shares; 2025Q1: 1,782 shares; 2025Q2: 11,140 shares; 2025Q3: 15,486 shares; 2025Q4: 18,586 shares 18,586 $1.11M 0.02% +3,100 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: 5,087 shares; 2024Q4: 7,613 shares; 2025Q1: 5,095 shares; 2025Q2: 5,219 shares; 2025Q3: 5,219 shares; 2025Q4: 5,247 shares 5,247 $1.1M 0.02% +28 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: 3,571 shares; 2024Q4: 3,690 shares; 2025Q1: 3,537 shares; 2025Q2: 3,536 shares; 2025Q3: 3,573 shares; 2025Q4: 3,532 shares 3,532 $1.1M 0.02% -41 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,499 shares; 2024Q4: 5,475 shares; 2025Q1: 5,407 shares; 2025Q2: 5,347 shares; 2025Q3: 5,247 shares; 2025Q4: 5,184 shares 5,184 $1.1M 0.02% -63 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,420 shares; 2024Q4: 13,744 shares; 2025Q1: 13,507 shares; 2025Q2: 12,922 shares; 2025Q3: 12,512 shares; 2025Q4: 11,793 shares 11,793 $1.09M 0.02% -719 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,195 shares; 2024Q4: 9,195 shares; 2025Q1: 9,365 shares; 2025Q2: 10,811 shares; 2025Q3: 11,575 shares; 2025Q4: 11,575 shares 11,575 $1.09M 0.02% 0 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,465 shares; 2024Q4: 2,432 shares; 2025Q1: 2,432 shares; 2025Q2: 2,432 shares; 2025Q3: 2,352 shares; 2025Q4: 2,634 shares 2,634 $1.09M 0.02% +282 Timeline IBIH 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: 250 shares; 2025Q2: 1,160 shares; 2025Q3: 4,040 shares; 2025Q4: 41,567 shares 41,567 $1.08M 0.02% +37,527 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,200 shares; 2024Q4: 11,200 shares; 2025Q1: 11,068 shares; 2025Q2: 10,861 shares; 2025Q3: 10,855 shares; 2025Q4: 10,539 shares 10,539 $1.08M 0.02% -316 Timeline JPRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13 shares; 2025Q2: 13 shares; 2025Q3: 14,369 shares; 2025Q4: 23,088 shares 23,088 $1.08M 0.02% +8,719 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: 8,481 shares; 2024Q4: 8,479 shares; 2025Q1: 8,479 shares; 2025Q2: 8,482 shares; 2025Q3: 9,395 shares; 2025Q4: 12,892 shares 12,892 $1.08M 0.02% +3,497 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: 1,160 shares; 2024Q4: 4,423 shares; 2025Q1: 13,349 shares; 2025Q2: 20,874 shares; 2025Q3: 20,194 shares; 2025Q4: 13,143 shares 13,143 $1.07M 0.02% -7,051 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,613 shares; 2024Q4: 20,524 shares; 2025Q1: 20,698 shares; 2025Q2: 17,655 shares; 2025Q3: 16,132 shares; 2025Q4: 13,747 shares 13,747 $1.07M 0.02% -2,385 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: 41,562 shares; 2024Q4: 39,462 shares; 2025Q1: 39,452 shares; 2025Q2: 38,431 shares; 2025Q3: 37,009 shares; 2025Q4: 38,480 shares 38,480 $1.06M 0.02% +1,471 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: 31,524 shares; 2024Q4: 29,327 shares; 2025Q1: 28,471 shares; 2025Q2: 27,825 shares; 2025Q3: 27,264 shares; 2025Q4: 16,586 shares 16,586 $1.06M 0.02% -10,678 Timeline FLOT 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: 11,938 shares; 2024Q4: 15,386 shares; 2025Q1: 17,388 shares; 2025Q2: 15,670 shares; 2025Q3: 14,028 shares; 2025Q4: 20,461 shares 20,461 $1.04M 0.02% +6,433 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,883 shares 15,883 $1.04M 0.02% new Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,359 shares 21,359 $1.04M 0.02% new Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,251 shares; 2024Q4: 7,726 shares; 2025Q1: 7,726 shares; 2025Q2: 7,461 shares; 2025Q3: 7,336 shares; 2025Q4: 7,336 shares 7,336 $1.04M 0.02% 0 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: 9,935 shares; 2024Q4: 7,788 shares; 2025Q1: 7,464 shares; 2025Q2: 6,747 shares; 2025Q3: 6,601 shares; 2025Q4: 5,877 shares 5,877 $1.03M 0.02% -724 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,188 shares; 2024Q4: 21,106 shares; 2025Q1: 16,301 shares; 2025Q2: 15,819 shares; 2025Q3: 15,371 shares; 2025Q4: 13,128 shares 13,128 $1.02M 0.02% -2,243 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: 8,551 shares; 2024Q4: 8,551 shares; 2025Q1: 9,218 shares; 2025Q2: 9,218 shares; 2025Q3: 10,582 shares; 2025Q4: 10,582 shares 10,582 $1.02M 0.02% 0 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: 14,960 shares; 2024Q4: 11,953 shares; 2025Q1: 10,860 shares; 2025Q2: 8,949 shares; 2025Q3: 7,983 shares; 2025Q4: 7,942 shares 7,942 $1.01M 0.02% -41 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: 5,223 shares; 2024Q4: 4,533 shares; 2025Q1: 4,370 shares; 2025Q2: 4,231 shares; 2025Q3: 4,077 shares; 2025Q4: 4,031 shares 4,031 $1.01M 0.02% -46 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 986 shares; 2024Q4: 3,185 shares; 2025Q1: 3,191 shares; 2025Q2: 2,922 shares; 2025Q3: 4,515 shares; 2025Q4: 39,347 shares 39,347 $1M 0.02% +34,832 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: 726 shares; 2024Q4: 922 shares; 2025Q1: 1,178 shares; 2025Q2: 1,205 shares; 2025Q3: 8,108 shares; 2025Q4: 7,850 shares 7,850 $1M 0.02% -258 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,648 shares; 2024Q4: 12,532 shares; 2025Q1: 13,376 shares; 2025Q2: 14,484 shares; 2025Q3: 15,128 shares; 2025Q4: 15,275 shares 15,275 $993K 0.02% +147 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,416 shares; 2024Q4: 14,935 shares; 2025Q1: 10,599 shares; 2025Q2: 10,181 shares; 2025Q3: 9,688 shares; 2025Q4: 7,482 shares 7,482 $991K 0.02% -2,206 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: 5,771 shares; 2024Q4: 5,735 shares; 2025Q1: 5,570 shares; 2025Q2: 5,586 shares; 2025Q3: 5,426 shares; 2025Q4: 5,444 shares 5,444 $981K 0.02% +18 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,437 shares; 2024Q4: 13,696 shares; 2025Q1: 13,712 shares; 2025Q2: 13,321 shares; 2025Q3: 13,113 shares; 2025Q4: 13,271 shares 13,271 $975K 0.02% +158 Timeline IBII ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,900 shares; 2025Q4: 37,662 shares 37,662 $969K 0.02% +35,762 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: 10,076 shares; 2024Q4: 10,478 shares; 2025Q1: 10,500 shares; 2025Q2: 11,122 shares; 2025Q3: 10,586 shares; 2025Q4: 10,050 shares 10,050 $965K 0.02% -536 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,068 shares; 2024Q4: 7,073 shares; 2025Q1: 7,329 shares; 2025Q2: 7,329 shares; 2025Q3: 7,250 shares; 2025Q4: 6,990 shares 6,990 $964K 0.02% -260 Timeline ESGE 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: 17,221 shares; 2024Q4: 16,677 shares; 2025Q1: 16,679 shares; 2025Q2: 14,732 shares; 2025Q3: 18,238 shares; 2025Q4: 20,977 shares 20,977 $927K 0.02% +2,739 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,875 shares; 2024Q4: 13,875 shares; 2025Q1: 13,335 shares; 2025Q2: 19,826 shares; 2025Q3: 19,826 shares; 2025Q4: 19,826 shares 19,826 $924K 0.02% 0 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: 18,972 shares; 2024Q4: 13,523 shares; 2025Q1: 12,539 shares; 2025Q2: 12,540 shares; 2025Q3: 10,667 shares; 2025Q4: 11,572 shares 11,572 $918K 0.02% +905 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,267 shares; 2024Q4: 8,053 shares; 2025Q1: 7,709 shares; 2025Q2: 7,772 shares; 2025Q3: 7,772 shares; 2025Q4: 7,747 shares 7,747 $912K 0.02% -25 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: 3,628 shares; 2024Q4: 3,847 shares; 2025Q1: 3,599 shares; 2025Q2: 3,514 shares; 2025Q3: 3,545 shares; 2025Q4: 3,113 shares 3,113 $903K 0.02% -432 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,663 shares; 2024Q4: 1,641 shares; 2025Q1: 1,636 shares; 2025Q2: 1,626 shares; 2025Q3: 1,624 shares; 2025Q4: 1,624 shares 1,624 $898K 0.02% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,320 shares; 2024Q4: 4,348 shares; 2025Q1: 4,298 shares; 2025Q2: 4,298 shares; 2025Q3: 4,300 shares; 2025Q4: 4,210 shares 4,210 $893K 0.02% -90 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: 7,021 shares; 2024Q4: 9,156 shares; 2025Q1: 10,338 shares; 2025Q2: 11,263 shares; 2025Q3: 11,689 shares; 2025Q4: 11,244 shares 11,244 $888K 0.02% -445 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: 2,878 shares; 2024Q4: 2,931 shares; 2025Q1: 2,832 shares; 2025Q2: 2,823 shares; 2025Q3: 2,901 shares; 2025Q4: 3,098 shares 3,098 $884K 0.02% +197 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,134 shares; 2024Q4: 5,917 shares; 2025Q1: 5,917 shares; 2025Q2: 5,532 shares; 2025Q3: 5,494 shares; 2025Q4: 5,345 shares 5,345 $872K 0.02% -149 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: 7,716 shares; 2024Q4: 10,354 shares; 2025Q1: 10,303 shares; 2025Q2: 10,361 shares; 2025Q3: 10,580 shares; 2025Q4: 9,905 shares 9,905 $867K 0.02% -675 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: 18,637 shares; 2024Q4: 16,823 shares; 2025Q1: 16,499 shares; 2025Q2: 15,361 shares; 2025Q3: 14,847 shares; 2025Q4: 14,316 shares 14,316 $861K 0.02% -531 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,017 shares; 2024Q4: 27,217 shares; 2025Q1: 26,972 shares; 2025Q2: 26,980 shares; 2025Q3: 26,726 shares; 2025Q4: 26,758 shares 26,758 $858K 0.02% +32 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,962 shares; 2024Q4: 21,917 shares; 2025Q1: 21,828 shares; 2025Q2: 21,728 shares; 2025Q3: 21,728 shares; 2025Q4: 21,578 shares 21,578 $850K 0.02% -150 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: 4,588 shares; 2024Q4: 4,966 shares; 2025Q1: 5,187 shares; 2025Q2: 5,470 shares; 2025Q3: 3,412 shares; 2025Q4: 3,436 shares 3,436 $846K 0.02% +24 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,199 shares; 2024Q4: 13,494 shares; 2025Q1: 13,546 shares; 2025Q2: 13,449 shares; 2025Q3: 12,656 shares; 2025Q4: 11,488 shares 11,488 $844K 0.02% -1,168 Timeline PBP 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: 40,277 shares; 2024Q4: 37,995 shares; 2025Q1: 37,944 shares; 2025Q2: 36,705 shares; 2025Q3: 36,702 shares; 2025Q4: 36,702 shares 36,702 $838K 0.02% 0 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,954 shares; 2025Q4: 8,954 shares 8,954 $819K 0.02% 0 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,574 shares; 2024Q4: 7,604 shares; 2025Q1: 7,351 shares; 2025Q2: 7,231 shares; 2025Q3: 7,031 shares; 2025Q4: 6,649 shares 6,649 $818K 0.02% -382 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,348 shares; 2024Q4: 9,228 shares; 2025Q1: 9,178 shares; 2025Q2: 9,974 shares; 2025Q3: 10,160 shares; 2025Q4: 10,146 shares 10,146 $809K 0.02% -14 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,550 shares; 2024Q4: 32,250 shares; 2025Q1: 33,065 shares; 2025Q2: 34,058 shares; 2025Q3: 34,058 shares; 2025Q4: 34,532 shares 34,532 $795K 0.02% +474 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,241 shares; 2024Q4: 28,444 shares; 2025Q1: 25,275 shares; 2025Q2: 25,100 shares; 2025Q3: 23,632 shares; 2025Q4: 22,776 shares 22,776 $791K 0.02% -856 Timeline TECK TECK RESOURCES LTD More: the full row for TECK RESOURCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,828 shares; 2024Q4: 25,451 shares; 2025Q1: 23,828 shares; 2025Q2: 21,572 shares; 2025Q3: 17,490 shares; 2025Q4: 16,469 shares 16,469 $789K 0.02% -1,021 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,804 shares; 2024Q4: 6,804 shares; 2025Q1: 6,743 shares; 2025Q2: 5,801 shares; 2025Q3: 5,017 shares; 2025Q4: 5,065 shares 5,065 $786K 0.02% +48 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,714 shares; 2024Q4: 8,636 shares; 2025Q1: 8,429 shares; 2025Q2: 8,028 shares; 2025Q3: 8,278 shares; 2025Q4: 16,432 shares 16,432 $740K 0.01% +8,154 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 952 shares; 2024Q4: 2,660 shares; 2025Q1: 2,652 shares; 2025Q2: 2,456 shares; 2025Q3: 2,456 shares; 2025Q4: 1,961 shares 1,961 $732K 0.01% -495 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,745 shares; 2024Q4: 4,046 shares; 2025Q1: 3,657 shares; 2025Q2: 3,287 shares; 2025Q3: 3,312 shares; 2025Q4: 6,095 shares 6,095 $728K 0.01% +2,783 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: 3,581 shares; 2024Q4: 3,381 shares; 2025Q1: 3,465 shares; 2025Q2: 3,076 shares; 2025Q3: 5,292 shares; 2025Q4: 6,233 shares 6,233 $724K 0.01% +941 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,409 shares; 2024Q4: 8,396 shares; 2025Q1: 10,037 shares; 2025Q2: 10,957 shares; 2025Q3: 10,596 shares; 2025Q4: 5,656 shares 5,656 $721K 0.01% -4,940 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,357 shares; 2024Q4: 24,981 shares; 2025Q1: 13,882 shares; 2025Q2: 14,412 shares; 2025Q3: 17,250 shares; 2025Q4: 17,745 shares 17,745 $716K 0.01% +495 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,514 shares; 2024Q4: 7,514 shares; 2025Q1: 7,911 shares; 2025Q2: 7,640 shares; 2025Q3: 7,514 shares; 2025Q4: 7,514 shares 7,514 $708K 0.01% 0 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: 4,316 shares; 2024Q4: 4,311 shares; 2025Q1: 4,073 shares; 2025Q2: 4,021 shares; 2025Q3: 4,332 shares; 2025Q4: 4,328 shares 4,328 $707K 0.01% -4 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,099 shares; 2024Q4: 6,099 shares; 2025Q1: 6,099 shares; 2025Q2: 9,259 shares; 2025Q3: 9,259 shares; 2025Q4: 9,259 shares 9,259 $687K 0.01% 0 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,626 shares; 2024Q4: 8,652 shares; 2025Q1: 8,021 shares; 2025Q2: 7,994 shares; 2025Q3: 7,469 shares; 2025Q4: 7,214 shares 7,214 $679K 0.01% -255 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: 2,746 shares; 2024Q4: 2,605 shares; 2025Q1: 2,588 shares; 2025Q2: 2,520 shares; 2025Q3: 2,493 shares; 2025Q4: 2,486 shares 2,486 $674K 0.01% -7 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,256 shares 8,256 $674K 0.01% new Timeline IBID ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,205 shares; 2025Q1: 15,312 shares; 2025Q2: 17,607 shares; 2025Q3: 15,970 shares; 2025Q4: 26,035 shares 26,035 $672K 0.01% +10,065 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,982 shares; 2024Q4: 18,721 shares; 2025Q1: 17,896 shares; 2025Q2: 16,956 shares; 2025Q3: 16,880 shares; 2025Q4: 16,693 shares 16,693 $671K 0.01% -187 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,624 shares; 2024Q4: 12,055 shares; 2025Q1: 12,861 shares; 2025Q2: 12,985 shares; 2025Q3: 9,784 shares; 2025Q4: 6,355 shares 6,355 $667K 0.01% -3,429 Timeline NUMV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,804 shares; 2024Q4: 14,912 shares; 2025Q1: 15,271 shares; 2025Q2: 13,550 shares; 2025Q3: 13,833 shares; 2025Q4: 16,903 shares 16,903 $661K 0.01% +3,070 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,300 shares; 2024Q4: 21,920 shares; 2025Q1: 22,920 shares; 2025Q2: 22,920 shares; 2025Q3: 32,920 shares; 2025Q4: 34,813 shares 34,813 $658K 0.01% +1,893 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,500 shares; 2024Q4: 40,500 shares; 2025Q1: 40,500 shares; 2025Q2: not reported; 2025Q3: 22,063 shares; 2025Q4: 22,063 shares 22,063 $653K 0.01% 0 Timeline LCII LCI INDS More: the full row for LCI INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,370 shares; 2024Q4: 5,370 shares; 2025Q1: 5,370 shares; 2025Q2: 5,370 shares; 2025Q3: 5,370 shares; 2025Q4: 5,370 shares 5,370 $652K 0.01% 0 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: 997 shares; 2024Q4: 4,283 shares; 2025Q1: 2,914 shares; 2025Q2: 2,692 shares; 2025Q3: 2,379 shares; 2025Q4: 2,332 shares 2,332 $650K 0.01% -47 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,820 shares; 2024Q4: 1,850 shares; 2025Q1: 1,820 shares; 2025Q2: 2,064 shares; 2025Q3: 6,526 shares; 2025Q4: 7,603 shares 7,603 $646K 0.01% +1,077 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: 2,322 shares; 2024Q4: 2,712 shares; 2025Q1: 2,511 shares; 2025Q2: 2,508 shares; 2025Q3: 2,447 shares; 2025Q4: 2,351 shares 2,351 $642K 0.01% -96 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: 2,676 shares; 2024Q4: 1,372 shares; 2025Q1: 1,354 shares; 2025Q2: 9,185 shares; 2025Q3: 9,311 shares; 2025Q4: 8,646 shares 8,646 $640K 0.01% -665 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,340 shares; 2024Q4: 3,365 shares; 2025Q1: 3,274 shares; 2025Q2: 3,274 shares; 2025Q3: 3,094 shares; 2025Q4: 3,094 shares 3,094 $638K 0.01% 0 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,591 shares; 2024Q4: 3,590 shares; 2025Q1: 3,590 shares; 2025Q2: 3,559 shares; 2025Q3: 3,559 shares; 2025Q4: 3,560 shares 3,560 $636K 0.01% +1 Timeline IWS 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: 8,188 shares; 2024Q4: 8,286 shares; 2025Q1: 8,098 shares; 2025Q2: 8,302 shares; 2025Q3: 4,461 shares; 2025Q4: 4,493 shares 4,493 $634K 0.01% +32 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,982 shares; 2024Q4: 5,000 shares; 2025Q1: 4,841 shares; 2025Q2: 4,656 shares; 2025Q3: 4,662 shares; 2025Q4: 4,641 shares 4,641 $632K 0.01% -21 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: 668 shares; 2024Q4: 668 shares; 2025Q1: 668 shares; 2025Q2: 712 shares; 2025Q3: 691 shares; 2025Q4: 691 shares 691 $627K 0.01% 0 Timeline WDFC WD 40 CO More: the full row for WD 40 CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,128 shares; 2024Q4: 3,128 shares; 2025Q1: 3,128 shares; 2025Q2: 3,128 shares; 2025Q3: 3,128 shares; 2025Q4: 3,128 shares 3,128 $616K 0.01% 0 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,240 shares; 2024Q4: 1,242 shares; 2025Q1: 1,532 shares; 2025Q2: 1,500 shares; 2025Q3: 4,025 shares; 2025Q4: 4,025 shares 4,025 $612K 0.01% 0 Timeline NUMG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,093 shares; 2024Q4: 7,982 shares; 2025Q1: 8,533 shares; 2025Q2: 10,207 shares; 2025Q3: 10,999 shares; 2025Q4: 12,755 shares 12,755 $609K 0.01% +1,756 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,027 shares; 2024Q4: 753 shares; 2025Q1: 4,489 shares; 2025Q2: 4,445 shares; 2025Q3: 4,386 shares; 2025Q4: 4,517 shares 4,517 $600K 0.01% +131 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,236 shares; 2024Q4: 5,994 shares; 2025Q1: 5,779 shares; 2025Q2: 5,664 shares; 2025Q3: 5,664 shares; 2025Q4: 5,675 shares 5,675 $598K 0.01% +11 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,786 shares; 2024Q4: 8,883 shares; 2025Q1: 8,173 shares; 2025Q2: 8,315 shares; 2025Q3: 8,085 shares; 2025Q4: 8,098 shares 8,098 $598K 0.01% +13 Timeline SR SPIRE INC More: the full row for SPIRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,155 shares; 2024Q4: 8,155 shares; 2025Q1: 8,155 shares; 2025Q2: 8,155 shares; 2025Q3: 8,155 shares; 2025Q4: 7,184 shares 7,184 $594K 0.01% -971 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,110 shares; 2024Q4: 9,131 shares; 2025Q1: 7,737 shares; 2025Q2: 8,221 shares; 2025Q3: 7,193 shares; 2025Q4: 3,385 shares 3,385 $594K 0.01% -3,808 Timeline AOA 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: 5,286 shares; 2024Q4: 5,283 shares; 2025Q1: 5,412 shares; 2025Q2: 6,591 shares; 2025Q3: 6,636 shares; 2025Q4: 6,544 shares 6,544 $586K 0.01% -92 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,326 shares; 2024Q4: 7,267 shares; 2025Q1: 6,627 shares; 2025Q2: 6,409 shares; 2025Q3: 5,340 shares; 2025Q4: 5,290 shares 5,290 $584K 0.01% -50 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: 554 shares; 2024Q4: 554 shares; 2025Q1: 554 shares; 2025Q2: 554 shares; 2025Q3: 5,600 shares; 2025Q4: 10,879 shares 10,879 $583K 0.01% +5,279 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: 1,445 shares; 2024Q4: 2,466 shares; 2025Q1: 2,261 shares; 2025Q2: 1,192 shares; 2025Q3: 519 shares; 2025Q4: 751 shares 751 $579K 0.01% +232 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,838 shares; 2024Q4: 1,694 shares; 2025Q1: 1,694 shares; 2025Q2: 1,694 shares; 2025Q3: 5,997 shares; 2025Q4: 9,231 shares 9,231 $577K 0.01% +3,234 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: 7,197 shares; 2024Q4: 6,994 shares; 2025Q1: 6,594 shares; 2025Q2: 13,148 shares; 2025Q3: 14,172 shares; 2025Q4: 14,188 shares 14,188 $569K 0.01% +16 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,504 shares; 2024Q4: 5,887 shares; 2025Q1: 5,858 shares; 2025Q2: 6,960 shares; 2025Q3: 6,671 shares; 2025Q4: 5,697 shares 5,697 $566K 0.01% -974 Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,691 shares; 2024Q4: 3,913 shares; 2025Q1: 8,153 shares; 2025Q2: 12,132 shares; 2025Q3: 10,683 shares; 2025Q4: 17,085 shares 17,085 $565K 0.01% +6,402 Timeline IFRA 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: 10,560 shares; 2025Q4: 10,560 shares 10,560 $556K 0.01% 0 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 637 shares; 2024Q4: 638 shares; 2025Q1: 547 shares; 2025Q2: 544 shares; 2025Q3: 541 shares; 2025Q4: 543 shares 543 $548K 0.01% +2 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: 4,164 shares; 2024Q4: 3,928 shares; 2025Q1: 3,719 shares; 2025Q2: 3,593 shares; 2025Q3: 3,390 shares; 2025Q4: 2,901 shares 2,901 $546K 0.01% -489 Timeline SUSB 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: 34,651 shares; 2024Q4: 34,351 shares; 2025Q1: 34,214 shares; 2025Q2: 22,276 shares; 2025Q3: 21,576 shares; 2025Q4: 21,576 shares 21,576 $545K 0.01% 0 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18 shares; 2024Q4: 18 shares; 2025Q1: 18 shares; 2025Q2: 18 shares; 2025Q3: 5,469 shares; 2025Q4: 7,160 shares 7,160 $539K 0.01% +1,691 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,103 shares; 2024Q4: 6,193 shares; 2025Q1: 6,071 shares; 2025Q2: 6,169 shares; 2025Q3: 6,168 shares; 2025Q4: 6,168 shares 6,168 $539K 0.01% 0 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,039 shares; 2024Q4: 13,645 shares; 2025Q1: 12,758 shares; 2025Q2: 10,164 shares; 2025Q3: 7,888 shares; 2025Q4: 3,880 shares 3,880 $535K 0.01% -4,008 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,779 shares; 2024Q4: 2,908 shares; 2025Q1: 2,667 shares; 2025Q2: 2,624 shares; 2025Q3: 2,610 shares; 2025Q4: 2,595 shares 2,595 $527K 0.01% -15 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,997 shares; 2024Q4: 4,646 shares; 2025Q1: 4,292 shares; 2025Q2: 4,024 shares; 2025Q3: 3,566 shares; 2025Q4: 3,030 shares 3,030 $526K 0.01% -536 Timeline ENR ENERGIZER HLDGS INC More: the full row for ENERGIZER HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,122 shares; 2024Q4: 26,557 shares; 2025Q1: 26,557 shares; 2025Q2: 26,382 shares; 2025Q3: 26,333 shares; 2025Q4: 26,210 shares 26,210 $521K 0.01% -123 Timeline USVN RBB FD INC More: the full row for RBB FD 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: 9,675 shares; 2025Q2: 10,425 shares; 2025Q3: 10,985 shares; 2025Q4: 10,575 shares 10,575 $514K 0.01% -410 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,732 shares; 2024Q4: 28,743 shares; 2025Q1: 27,379 shares; 2025Q2: 25,830 shares; 2025Q3: 23,120 shares; 2025Q4: 21,931 shares 21,931 $513K 0.01% -1,189 Timeline AAON AAON INC More: the full row for AAON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,259 shares; 2024Q4: 23,259 shares; 2025Q1: 5,872 shares; 2025Q2: 6,690 shares; 2025Q3: 6,690 shares; 2025Q4: 6,694 shares 6,694 $510K 0.01% +4 Timeline SFNC SIMMONS FIRST NATL CORP More: the full row for SIMMONS FIRST NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,654 shares; 2024Q4: 33,555 shares; 2025Q1: 30,643 shares; 2025Q2: 30,435 shares; 2025Q3: 30,435 shares; 2025Q4: 26,768 shares 26,768 $505K 0.01% -3,667 Timeline TDIV 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: 3,000 shares; 2024Q4: 6,000 shares; 2025Q1: 5,700 shares; 2025Q2: 5,700 shares; 2025Q3: 5,700 shares; 2025Q4: 5,200 shares 5,200 $504K 0.01% -500 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,586 shares; 2024Q4: 8,805 shares; 2025Q1: 11,003 shares; 2025Q2: 10,117 shares; 2025Q3: 9,155 shares; 2025Q4: 10,229 shares 10,229 $488K 0.01% +1,074 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,675 shares; 2024Q4: 10,245 shares; 2025Q1: 10,245 shares; 2025Q2: 6,775 shares; 2025Q3: 6,775 shares; 2025Q4: 6,775 shares 6,775 $484K 0.01% 0 Timeline AFDM FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,293 shares; 2024Q4: 6,672 shares; 2025Q1: 6,065 shares; 2025Q2: 6,002 shares; 2025Q3: 5,998 shares; 2025Q4: 5,998 shares 5,998 $483K 0.01% 0 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,551 shares; 2024Q4: 4,050 shares; 2025Q1: 4,035 shares; 2025Q2: 4,035 shares; 2025Q3: 4,035 shares; 2025Q4: 3,680 shares 3,680 $475K 0.01% -355 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: 760 shares; 2024Q4: 1,102 shares; 2025Q1: 1,240 shares; 2025Q2: 1,311 shares; 2025Q3: 1,307 shares; 2025Q4: 1,341 shares 1,341 $473K 0.01% +34 Timeline FLHY FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,334 shares; 2024Q4: 5,189 shares; 2025Q1: 7,420 shares; 2025Q2: 11,025 shares; 2025Q3: 15,685 shares; 2025Q4: 19,254 shares 19,254 $470K 0.01% +3,569 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,289 shares; 2024Q4: 6,887 shares; 2025Q1: 6,372 shares; 2025Q2: 6,215 shares; 2025Q3: 6,280 shares; 2025Q4: 5,932 shares 5,932 $470K 0.01% -348 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,525 shares; 2024Q4: 9,099 shares; 2025Q1: 9,185 shares; 2025Q2: 8,256 shares; 2025Q3: 5,173 shares; 2025Q4: 4,738 shares 4,738 $470K 0.01% -435 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,616 shares; 2024Q4: 3,519 shares; 2025Q1: 3,539 shares; 2025Q2: 3,221 shares; 2025Q3: 3,250 shares; 2025Q4: 3,272 shares 3,272 $469K 0.01% +22 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,869 shares; 2024Q4: 7,859 shares; 2025Q1: 7,859 shares; 2025Q2: 7,659 shares; 2025Q3: 7,712 shares; 2025Q4: 7,979 shares 7,979 $468K 0.01% +267 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,620 shares; 2024Q4: 5,238 shares; 2025Q1: 5,272 shares; 2025Q2: 5,012 shares; 2025Q3: 5,012 shares; 2025Q4: 5,012 shares 5,012 $463K 0.01% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,615 shares; 2024Q4: 1,625 shares; 2025Q1: 1,585 shares; 2025Q2: 1,600 shares; 2025Q3: 1,702 shares; 2025Q4: 1,747 shares 1,747 $459K 0.01% +45 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,353 shares; 2024Q4: 1,353 shares; 2025Q1: 1,375 shares; 2025Q2: 1,375 shares; 2025Q3: 6,488 shares; 2025Q4: 6,488 shares 6,488 $452K 0.01% 0 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: 2,669 shares; 2024Q4: 2,352 shares; 2025Q1: 2,299 shares; 2025Q2: 2,230 shares; 2025Q3: 2,235 shares; 2025Q4: 2,211 shares 2,211 $452K 0.01% -24 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: 34,146 shares; 2024Q4: 19,881 shares; 2025Q1: 16,217 shares; 2025Q2: 11,054 shares; 2025Q3: 9,969 shares; 2025Q4: 11,767 shares 11,767 $452K 0.01% +1,798 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 595 shares; 2024Q4: 563 shares; 2025Q1: 563 shares; 2025Q2: 2,034 shares; 2025Q3: 2,034 shares; 2025Q4: 2,153 shares 2,153 $450K 0.01% +119 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,426 shares; 2024Q4: 5,484 shares; 2025Q1: 5,722 shares; 2025Q2: 5,839 shares; 2025Q3: 6,321 shares; 2025Q4: 5,894 shares 5,894 $449K 0.01% -427 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,302 shares; 2024Q4: 11,008 shares; 2025Q1: 9,821 shares; 2025Q2: 8,366 shares; 2025Q3: 7,304 shares; 2025Q4: 7,025 shares 7,025 $448K 0.01% -279 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,552 shares; 2024Q4: 2,739 shares; 2025Q1: 2,587 shares; 2025Q2: 2,507 shares; 2025Q3: 2,463 shares; 2025Q4: 2,172 shares 2,172 $441K 0.01% -291 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,950 shares; 2024Q4: 16,076 shares; 2025Q1: 15,100 shares; 2025Q2: 13,011 shares; 2025Q3: 12,216 shares; 2025Q4: 11,507 shares 11,507 $437K 0.01% -709 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 514 shares; 2024Q4: 674 shares; 2025Q1: 514 shares; 2025Q2: 525 shares; 2025Q3: 516 shares; 2025Q4: 537 shares 537 $435K 0.01% +21 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,850 shares; 2024Q4: 3,913 shares; 2025Q1: 3,913 shares; 2025Q2: 4,411 shares; 2025Q3: 5,189 shares; 2025Q4: 5,214 shares 5,214 $430K 0.01% +25 Timeline XME 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: 8,027 shares; 2024Q4: 7,732 shares; 2025Q1: 7,138 shares; 2025Q2: 5,339 shares; 2025Q3: 5,113 shares; 2025Q4: 4,149 shares 4,149 $430K 0.01% -964 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,492 shares; 2024Q4: 21,881 shares; 2025Q1: 21,272 shares; 2025Q2: 21,540 shares; 2025Q3: 16,380 shares; 2025Q4: 16,327 shares 16,327 $430K 0.01% -53 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,268 shares; 2024Q4: 15,804 shares; 2025Q1: 15,804 shares; 2025Q2: 15,868 shares; 2025Q3: 15,804 shares; 2025Q4: 15,905 shares 15,905 $428K 0.01% +101 Timeline PHO 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: 6,230 shares; 2024Q4: 5,955 shares; 2025Q1: 5,955 shares; 2025Q2: 6,075 shares; 2025Q3: 6,075 shares; 2025Q4: 6,075 shares 6,075 $428K 0.01% 0 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189 shares; 2024Q4: 185 shares; 2025Q1: 197 shares; 2025Q2: 197 shares; 2025Q3: 100 shares; 2025Q4: 7,856 shares 7,856 $425K 0.01% +7,756 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: 26,101 shares; 2024Q4: 24,851 shares; 2025Q1: 26,251 shares; 2025Q2: 26,426 shares; 2025Q3: 17,869 shares; 2025Q4: 10,929 shares 10,929 $419K 0.01% -6,940 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 940 shares; 2024Q4: 3,140 shares; 2025Q1: 3,140 shares; 2025Q2: 2,540 shares; 2025Q3: 4,001 shares; 2025Q4: 5,213 shares 5,213 $417K 0.01% +1,212 Timeline SEE SEALED AIR CORP NEW More: the full row for SEALED AIR CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,176 shares; 2024Q4: 10,176 shares; 2025Q1: 10,176 shares; 2025Q2: 10,176 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $414K 0.01% 0 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,853 shares; 2024Q4: 14,569 shares; 2025Q1: 13,095 shares; 2025Q2: 9,749 shares; 2025Q3: 7,441 shares; 2025Q4: 6,033 shares 6,033 $405K 0.01% -1,408 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,063 shares; 2024Q4: 23,269 shares; 2025Q1: 23,103 shares; 2025Q2: 20,518 shares; 2025Q3: 18,733 shares; 2025Q4: 16,999 shares 16,999 $403K 0.01% -1,734 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,224 shares; 2024Q4: 5,224 shares; 2025Q1: 5,060 shares; 2025Q2: 2,625 shares; 2025Q3: 2,875 shares; 2025Q4: 2,589 shares 2,589 $401K 0.01% -286 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,098 shares; 2024Q4: 3,713 shares; 2025Q1: 3,713 shares; 2025Q2: 4,103 shares; 2025Q3: 3,802 shares; 2025Q4: 3,974 shares 3,974 $397K 0.01% +172 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,436 shares; 2024Q4: 1,436 shares; 2025Q1: 1,436 shares; 2025Q2: 1,378 shares; 2025Q3: 1,378 shares; 2025Q4: 1,378 shares 1,378 $397K 0.01% 0 Timeline ESE ESCO TECHNOLOGIES INC More: the full row for ESCO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,038 shares; 2024Q4: 2,086 shares; 2025Q1: 2,048 shares; 2025Q2: 2,048 shares; 2025Q3: 2,025 shares; 2025Q4: 2,025 shares 2,025 $396K 0.01% 0 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: 548 shares; 2024Q4: 325 shares; 2025Q1: 325 shares; 2025Q2: 325 shares; 2025Q3: 8,951 shares; 2025Q4: 8,893 shares 8,893 $395K 0.01% -58 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,022 shares; 2024Q4: 4,997 shares; 2025Q1: 4,937 shares; 2025Q2: 4,762 shares; 2025Q3: 4,644 shares; 2025Q4: 4,640 shares 4,640 $391K 0.01% -4 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: 9,801 shares; 2024Q4: 10,401 shares; 2025Q1: 10,401 shares; 2025Q2: 8,806 shares; 2025Q3: 8,833 shares; 2025Q4: 8,966 shares 8,966 $391K 0.01% +133 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,738 shares; 2024Q4: 1,735 shares; 2025Q1: 1,728 shares; 2025Q2: 1,744 shares; 2025Q3: 1,744 shares; 2025Q4: 1,746 shares 1,746 $390K 0.01% +2 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,353 shares; 2024Q4: 1,352 shares; 2025Q1: 1,352 shares; 2025Q2: 1,352 shares; 2025Q3: 1,354 shares; 2025Q4: 1,357 shares 1,357 $387K 0.01% +3 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,790 shares; 2024Q4: 3,078 shares; 2025Q1: 3,078 shares; 2025Q2: 3,135 shares; 2025Q3: 3,139 shares; 2025Q4: 3,764 shares 3,764 $385K 0.01% +625 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,335 shares; 2024Q4: 11,141 shares; 2025Q1: 5,238 shares; 2025Q2: 4,584 shares; 2025Q3: 3,393 shares; 2025Q4: 3,277 shares 3,277 $384K 0.01% -116 Timeline INCE FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,125 shares; 2024Q4: 11,448 shares; 2025Q1: 8,255 shares; 2025Q2: 6,982 shares; 2025Q3: 6,413 shares; 2025Q4: 6,244 shares 6,244 $381K 0.01% -169 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: 1,166 shares; 2024Q4: 1,658 shares; 2025Q1: 912 shares; 2025Q2: 931 shares; 2025Q3: 920 shares; 2025Q4: 898 shares 898 $379K 0.01% -22 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 869 shares; 2024Q4: 3,095 shares; 2025Q1: 4,266 shares; 2025Q2: 5,316 shares; 2025Q3: 5,316 shares; 2025Q4: 6,463 shares 6,463 $376K 0.01% +1,147 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: 5,774 shares; 2024Q4: 5,839 shares; 2025Q1: 5,850 shares; 2025Q2: 6,601 shares; 2025Q3: 5,113 shares; 2025Q4: 4,602 shares 4,602 $374K 0.01% -511 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,960 shares; 2024Q4: 3,948 shares; 2025Q1: 3,926 shares; 2025Q2: 4,060 shares; 2025Q3: 3,799 shares; 2025Q4: 3,590 shares 3,590 $374K 0.01% -209 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: 4,184 shares; 2025Q1: 3,040 shares; 2025Q2: 1,440 shares; 2025Q3: 1,456 shares; 2025Q4: 2,839 shares 2,839 $372K 0.01% +1,383 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: 1,525 shares; 2024Q4: 1,599 shares; 2025Q1: 1,931 shares; 2025Q2: 2,043 shares; 2025Q3: 2,593 shares; 2025Q4: 2,637 shares 2,637 $372K 0.01% +44 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 348 shares; 2025Q1: 358 shares; 2025Q2: 315 shares; 2025Q3: 1,200 shares; 2025Q4: 2,263 shares 2,263 $367K 0.01% +1,063 Timeline ICF 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: 7,044 shares; 2024Q4: 6,578 shares; 2025Q1: 6,331 shares; 2025Q2: 6,066 shares; 2025Q3: 6,137 shares; 2025Q4: 6,137 shares 6,137 $366K 0.01% 0 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: 1,531 shares; 2024Q4: 1,726 shares; 2025Q1: 1,682 shares; 2025Q2: 1,728 shares; 2025Q3: 1,514 shares; 2025Q4: 1,044 shares 1,044 $366K 0.01% -470 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,798 shares; 2024Q4: 6,447 shares; 2025Q1: 5,449 shares; 2025Q2: 4,957 shares; 2025Q3: 4,626 shares; 2025Q4: 4,552 shares 4,552 $364K 0.01% -74 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,034 shares; 2024Q4: 1,034 shares; 2025Q1: 1,034 shares; 2025Q2: 905 shares; 2025Q3: 3,135 shares; 2025Q4: 4,181 shares 4,181 $364K 0.01% +1,046 Timeline NIKL SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,454 shares 22,454 $353K 0.01% new Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,103 shares; 2024Q4: 1,103 shares; 2025Q1: 905 shares; 2025Q2: 778 shares; 2025Q3: 773 shares; 2025Q4: 754 shares 754 $352K 0.01% -19 Timeline CHI CALAMOS CONV OPPORTUNITIES & More: the full row for CALAMOS CONV OPPORTUNITIES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,033 shares; 2024Q4: 43,983 shares; 2025Q1: 42,483 shares; 2025Q2: 38,853 shares; 2025Q3: 34,280 shares; 2025Q4: 33,400 shares 33,400 $350K 0.01% -880 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: 1,463 shares; 2024Q4: 1,260 shares; 2025Q1: 1,260 shares; 2025Q2: 1,260 shares; 2025Q3: 4,699 shares; 2025Q4: 11,330 shares 11,330 $346K 0.01% +6,631 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,891 shares; 2024Q4: 4,891 shares; 2025Q1: 4,891 shares; 2025Q2: 5,074 shares; 2025Q3: 5,074 shares; 2025Q4: 4,766 shares 4,766 $345K 0.01% -308 Timeline EWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,227 shares; 2025Q4: 5,227 shares 5,227 $343K 0.01% 0 Timeline MGA MAGNA INTL INC More: the full row for MAGNA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,837 shares; 2024Q4: 6,605 shares; 2025Q1: 6,400 shares; 2025Q2: 6,400 shares; 2025Q3: 6,400 shares; 2025Q4: 6,403 shares 6,403 $341K 0.01% +3 Timeline PRFZ 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: 8,957 shares; 2024Q4: 7,573 shares; 2025Q1: 7,315 shares; 2025Q2: 6,956 shares; 2025Q3: 7,356 shares; 2025Q4: 7,356 shares 7,356 $338K 0.01% 0 Timeline IBMT 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: 12,949 shares 12,949 $336K 0.01% new Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,427 shares; 2024Q4: 15,562 shares; 2025Q1: 15,525 shares; 2025Q2: 12,001 shares; 2025Q3: 12,001 shares; 2025Q4: 10,760 shares 10,760 $333K 0.01% -1,241 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 915 shares; 2024Q4: 30 shares; 2025Q1: 65 shares; 2025Q2: 132 shares; 2025Q3: 132 shares; 2025Q4: 2,262 shares 2,262 $332K 0.01% +2,130 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: 5,095 shares; 2024Q4: 5,128 shares; 2025Q1: 5,924 shares; 2025Q2: 5,926 shares; 2025Q3: 4,977 shares; 2025Q4: 4,765 shares 4,765 $331K 0.01% -212 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,849 shares; 2024Q4: 2,506 shares; 2025Q1: 2,433 shares; 2025Q2: 2,522 shares; 2025Q3: 2,457 shares; 2025Q4: 2,429 shares 2,429 $331K 0.01% -28 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: 110 shares; 2024Q4: 110 shares; 2025Q1: 106 shares; 2025Q2: 106 shares; 2025Q3: 96 shares; 2025Q4: 96 shares 96 $326K 0.01% 0 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: 857 shares; 2024Q4: 927 shares; 2025Q1: 927 shares; 2025Q2: 927 shares; 2025Q3: 896 shares; 2025Q4: 1,038 shares 1,038 $322K 0.01% +142 Timeline