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: 219,527 shares; 2024Q4: 211,875 shares; 2025Q1: 212,341 shares; 2025Q2: 197,176 shares; 2025Q3: 190,586 shares; 2025Q4: 178,606 shares 178,606 $33.3M 4.74% -11,980 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: 140,810 shares; 2024Q4: 143,432 shares; 2025Q1: 146,728 shares; 2025Q2: 147,823 shares; 2025Q3: 138,248 shares; 2025Q4: 123,668 shares 123,668 $31.9M 4.54% -14,580 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: 397,570 shares; 2024Q4: 406,745 shares; 2025Q1: 381,308 shares; 2025Q2: 361,300 shares; 2025Q3: 365,565 shares; 2025Q4: 361,750 shares 361,750 $29.4M 4.18% -3,815 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: 82,257 shares; 2024Q4: 81,815 shares; 2025Q1: 81,211 shares; 2025Q2: 78,749 shares; 2025Q3: 76,912 shares; 2025Q4: 76,916 shares 76,916 $20.9M 2.98% +4 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: 54,926 shares; 2024Q4: 54,452 shares; 2025Q1: 54,457 shares; 2025Q2: 56,882 shares; 2025Q3: 55,092 shares; 2025Q4: 54,562 shares 54,562 $17.1M 2.44% -530 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: 16,718 shares; 2024Q4: 16,355 shares; 2025Q1: 23,839 shares; 2025Q2: 24,448 shares; 2025Q3: 24,511 shares; 2025Q4: 24,549 shares 24,549 $16.7M 2.38% +38 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: 31,435 shares; 2024Q4: 31,496 shares; 2025Q1: 31,931 shares; 2025Q2: 34,432 shares; 2025Q3: 33,942 shares; 2025Q4: 34,017 shares 34,017 $16.5M 2.34% +75 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: 52,329 shares; 2024Q4: 53,469 shares; 2025Q1: 54,177 shares; 2025Q2: 54,786 shares; 2025Q3: 52,666 shares; 2025Q4: 50,506 shares 50,506 $15.9M 2.26% -2,160 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: 22,319 shares; 2024Q4: 21,959 shares; 2025Q1: 22,893 shares; 2025Q2: 24,499 shares; 2025Q3: 23,803 shares; 2025Q4: 23,806 shares 23,806 $14.6M 2.08% +3 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: 26,462 shares; 2024Q4: 26,243 shares; 2025Q1: 25,450 shares; 2025Q2: 24,632 shares; 2025Q3: 23,883 shares; 2025Q4: 22,346 shares 22,346 $14.6M 2.08% -1,537 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: 20,653 shares; 2024Q4: 20,468 shares; 2025Q1: 20,538 shares; 2025Q2: 20,126 shares; 2025Q3: 19,541 shares; 2025Q4: 19,122 shares 19,122 $14.4M 2.05% -419 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: 61,210 shares; 2024Q4: 60,345 shares; 2025Q1: 62,564 shares; 2025Q2: 60,810 shares; 2025Q3: 58,390 shares; 2025Q4: 58,915 shares 58,915 $12.9M 1.84% +525 Timeline IBTO 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: 148,535 shares; 2025Q2: 474,700 shares; 2025Q3: 493,320 shares; 2025Q4: 515,320 shares 515,320 $12.7M 1.8% +22,000 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 129,525 shares; 2025Q3: 142,680 shares; 2025Q4: 144,478 shares 144,478 $10.5M 1.49% +1,798 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: 470,875 shares; 2024Q4: 472,210 shares; 2025Q1: 484,346 shares; 2025Q2: 483,379 shares; 2025Q3: 479,846 shares; 2025Q4: 461,672 shares 461,672 $10.4M 1.48% -18,174 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: 141,875 shares; 2024Q4: 140,855 shares; 2025Q1: 138,565 shares; 2025Q2: 137,795 shares; 2025Q3: 135,745 shares; 2025Q4: 139,255 shares 139,255 $10.2M 1.46% +3,510 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: 118,086 shares; 2024Q4: 125,766 shares; 2025Q1: 124,291 shares; 2025Q2: 119,321 shares; 2025Q3: 120,341 shares; 2025Q4: 119,381 shares 119,381 $10.2M 1.45% -960 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: 9,300 shares; 2024Q4: 9,424 shares; 2025Q1: 9,187 shares; 2025Q2: 9,504 shares; 2025Q3: 9,174 shares; 2025Q4: 9,167 shares 9,167 $9.85M 1.4% -7 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 463,245 shares; 2024Q4: 462,145 shares; 2025Q1: 478,145 shares; 2025Q2: 479,795 shares; 2025Q3: 503,095 shares; 2025Q4: 487,915 shares 487,915 $9.63M 1.37% -15,180 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: 25,396 shares; 2024Q4: 25,867 shares; 2025Q1: 26,697 shares; 2025Q2: 26,164 shares; 2025Q3: 25,334 shares; 2025Q4: 25,031 shares 25,031 $9.26M 1.32% -303 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: 201,629 shares; 2024Q4: 198,929 shares; 2025Q1: 209,054 shares; 2025Q2: 164,054 shares; 2025Q3: 163,894 shares; 2025Q4: 155,619 shares 155,619 $7.87M 1.12% -8,275 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: 27,518 shares; 2024Q4: 27,029 shares; 2025Q1: 25,551 shares; 2025Q2: 25,381 shares; 2025Q3: 25,687 shares; 2025Q4: 25,258 shares 25,258 $7.72M 1.1% -429 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: 23,798 shares; 2024Q4: 24,758 shares; 2025Q1: 25,301 shares; 2025Q2: 25,111 shares; 2025Q3: 24,825 shares; 2025Q4: 23,828 shares 23,828 $7.34M 1.04% -997 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: 51,614 shares; 2024Q4: 50,751 shares; 2025Q1: 49,203 shares; 2025Q2: 36,589 shares; 2025Q3: 34,666 shares; 2025Q4: 34,417 shares 34,417 $7.12M 1.01% -249 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: 34,247 shares; 2024Q4: 34,302 shares; 2025Q1: 34,434 shares; 2025Q2: 34,774 shares; 2025Q3: 34,349 shares; 2025Q4: 31,965 shares 31,965 $6.23M 0.89% -2,384 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: 43,768 shares; 2024Q4: 43,718 shares; 2025Q1: 43,693 shares; 2025Q2: 43,523 shares; 2025Q3: 39,515 shares; 2025Q4: 38,440 shares 38,440 $6.23M 0.89% -1,075 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: 11,935 shares; 2024Q4: 11,690 shares; 2025Q1: 12,195 shares; 2025Q2: 12,090 shares; 2025Q3: 12,135 shares; 2025Q4: 11,650 shares 11,650 $6.21M 0.88% -485 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: 36,112 shares; 2024Q4: 36,472 shares; 2025Q1: 35,013 shares; 2025Q2: 30,451 shares; 2025Q3: 28,011 shares; 2025Q4: 27,136 shares 27,136 $6.2M 0.88% -875 Timeline SH 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 159,600 shares 159,600 $5.75M 0.82% new 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: 24,369 shares; 2024Q4: 24,324 shares; 2025Q1: 24,274 shares; 2025Q2: 23,683 shares; 2025Q3: 23,218 shares; 2025Q4: 23,141 shares 23,141 $5.58M 0.79% -77 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: 66,357 shares; 2024Q4: 60,252 shares; 2025Q1: 62,262 shares; 2025Q2: 61,752 shares; 2025Q3: 68,193 shares; 2025Q4: 71,422 shares 71,422 $5.45M 0.77% +3,229 Timeline SNEX STONEX GROUP INC More: the full row for STONEX GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,826 shares; 2024Q4: 36,253 shares; 2025Q1: 55,917 shares; 2025Q2: 55,547 shares; 2025Q3: 56,682 shares; 2025Q4: 57,142 shares 57,142 $5.44M 0.77% +460 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: 129,132 shares; 2024Q4: 125,532 shares; 2025Q1: 146,282 shares; 2025Q2: 142,622 shares; 2025Q3: 141,322 shares; 2025Q4: 106,662 shares 106,662 $5.42M 0.77% -34,660 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: 156,943 shares; 2024Q4: 154,921 shares; 2025Q1: 88,286 shares; 2025Q2: 83,286 shares; 2025Q3: 70,856 shares; 2025Q4: 68,642 shares 68,642 $5.29M 0.75% -2,214 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 242,882 shares; 2024Q4: 238,217 shares; 2025Q1: 238,217 shares; 2025Q2: 238,217 shares; 2025Q3: 230,017 shares; 2025Q4: 221,000 shares 221,000 $5.28M 0.75% -9,017 Timeline HCI HCI GROUP INC More: the full row for HCI GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,940 shares; 2024Q4: 25,460 shares; 2025Q1: 26,625 shares; 2025Q2: 26,475 shares; 2025Q3: 26,390 shares; 2025Q4: 27,050 shares 27,050 $5.19M 0.74% +660 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: 15,465 shares; 2024Q4: 15,435 shares; 2025Q1: 15,435 shares; 2025Q2: 15,435 shares; 2025Q3: 15,510 shares; 2025Q4: 15,680 shares 15,680 $5.05M 0.72% +170 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: 13,457 shares; 2024Q4: 13,527 shares; 2025Q1: 13,886 shares; 2025Q2: 14,475 shares; 2025Q3: 14,285 shares; 2025Q4: 14,384 shares 14,384 $4.95M 0.7% +99 Timeline MATX MATSON INC More: the full row for MATSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,684 shares; 2024Q4: 37,289 shares; 2025Q1: 39,064 shares; 2025Q2: 38,919 shares; 2025Q3: 39,392 shares; 2025Q4: 39,717 shares 39,717 $4.91M 0.7% +325 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: 31,956 shares; 2024Q4: 32,568 shares; 2025Q1: 32,887 shares; 2025Q2: 46,617 shares; 2025Q3: 46,018 shares; 2025Q4: 46,143 shares 46,143 $4.86M 0.69% +125 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: 29,649 shares; 2024Q4: 29,814 shares; 2025Q1: 32,099 shares; 2025Q2: 31,269 shares; 2025Q3: 31,799 shares; 2025Q4: 31,129 shares 31,129 $4.78M 0.68% -670 Timeline HDV 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: 37,363 shares; 2024Q4: 37,078 shares; 2025Q1: 37,078 shares; 2025Q2: 38,428 shares; 2025Q3: 40,783 shares; 2025Q4: 39,198 shares 39,198 $4.77M 0.68% -1,585 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,600 shares; 2024Q4: 118,000 shares; 2025Q1: 116,300 shares; 2025Q2: 118,785 shares; 2025Q3: 118,285 shares; 2025Q4: 98,175 shares 98,175 $4.71M 0.67% -20,110 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: 43,839 shares; 2024Q4: 43,759 shares; 2025Q1: 44,359 shares; 2025Q2: 43,789 shares; 2025Q3: 42,349 shares; 2025Q4: 42,203 shares 42,203 $4.7M 0.67% -146 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: 26,725 shares; 2024Q4: 27,231 shares; 2025Q1: 29,181 shares; 2025Q2: 28,791 shares; 2025Q3: 28,191 shares; 2025Q4: 27,481 shares 27,481 $4.7M 0.67% -710 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: 38,593 shares; 2024Q4: 38,603 shares; 2025Q1: 38,831 shares; 2025Q2: 33,031 shares; 2025Q3: 32,681 shares; 2025Q4: 32,384 shares 32,384 $4.64M 0.66% -297 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS 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: 14,134 shares; 2025Q3: 14,374 shares; 2025Q4: 14,544 shares 14,544 $4.64M 0.66% +170 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: 44,707 shares; 2024Q4: 44,802 shares; 2025Q1: 44,137 shares; 2025Q2: 45,242 shares; 2025Q3: 45,212 shares; 2025Q4: 45,277 shares 45,277 $4.52M 0.64% +65 Timeline OSIS OSI SYSTEMS INC More: the full row for OSI SYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,412 shares; 2024Q4: 16,102 shares; 2025Q1: 16,775 shares; 2025Q2: 16,700 shares; 2025Q3: 17,135 shares; 2025Q4: 17,580 shares 17,580 $4.48M 0.64% +445 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: 33,980 shares; 2024Q4: 33,480 shares; 2025Q1: 33,155 shares; 2025Q2: 34,055 shares; 2025Q3: 32,775 shares; 2025Q4: 32,300 shares 32,300 $4.17M 0.59% -475 Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX 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: 17,000 shares; 2025Q2: 17,000 shares; 2025Q3: 168,050 shares; 2025Q4: 177,299 shares 177,299 $4.14M 0.59% +9,249 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: 21,366 shares; 2024Q4: 21,071 shares; 2025Q1: 20,546 shares; 2025Q2: 20,596 shares; 2025Q3: 20,421 shares; 2025Q4: 20,321 shares 20,321 $4.13M 0.59% -100 Timeline FBNC FIRST BANCORP N C More: the full row for FIRST BANCORP N C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,097 shares; 2024Q4: 75,567 shares; 2025Q1: 79,002 shares; 2025Q2: 78,532 shares; 2025Q3: 78,402 shares; 2025Q4: 79,897 shares 79,897 $4.06M 0.58% +1,495 Timeline CRVL CORVEL CORP More: the full row for CORVEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,660 shares; 2024Q4: 55,515 shares; 2025Q1: 57,955 shares; 2025Q2: 57,630 shares; 2025Q3: 58,564 shares; 2025Q4: 59,009 shares 59,009 $3.99M 0.57% +445 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: 5,935 shares; 2024Q4: 5,970 shares; 2025Q1: 5,989 shares; 2025Q2: 6,254 shares; 2025Q3: 6,189 shares; 2025Q4: 6,049 shares 6,049 $3.99M 0.57% -140 Timeline MTRN MATERION CORP More: the full row for MATERION CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,735 shares; 2024Q4: 29,021 shares; 2025Q1: 29,746 shares; 2025Q2: 29,541 shares; 2025Q3: 31,748 shares; 2025Q4: 32,038 shares 32,038 $3.98M 0.57% +290 Timeline UFPT UFP TECHNOLOGIES INC More: the full row for UFP TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,813 shares; 2024Q4: 16,573 shares; 2025Q1: 17,233 shares; 2025Q2: 17,138 shares; 2025Q3: 17,659 shares; 2025Q4: 17,744 shares 17,744 $3.94M 0.56% +85 Timeline PLUS EPLUS INC More: the full row for EPLUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,321 shares; 2024Q4: 42,591 shares; 2025Q1: 44,171 shares; 2025Q2: 43,921 shares; 2025Q3: 43,682 shares; 2025Q4: 44,922 shares 44,922 $3.94M 0.56% +1,240 Timeline LMAT LEMAITRE VASCULAR INC More: the full row for LEMAITRE VASCULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,059 shares; 2024Q4: 48,489 shares; 2025Q1: 50,254 shares; 2025Q2: 49,984 shares; 2025Q3: 47,445 shares; 2025Q4: 48,045 shares 48,045 $3.9M 0.55% +600 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: 13,627 shares; 2024Q4: 14,251 shares; 2025Q1: 15,255 shares; 2025Q2: 15,935 shares; 2025Q3: 15,499 shares; 2025Q4: 14,654 shares 14,654 $3.77M 0.54% -845 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: 60,831 shares; 2024Q4: 60,142 shares; 2025Q1: 58,540 shares; 2025Q2: 55,811 shares; 2025Q3: 54,817 shares; 2025Q4: 53,198 shares 53,198 $3.72M 0.53% -1,619 Timeline CSGS CSG SYS INTL INC More: the full row for CSG SYS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,063 shares; 2024Q4: 46,178 shares; 2025Q1: 47,896 shares; 2025Q2: 47,616 shares; 2025Q3: 47,208 shares; 2025Q4: 47,863 shares 47,863 $3.67M 0.52% +655 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: 16,163 shares; 2024Q4: 15,763 shares; 2025Q1: 15,863 shares; 2025Q2: 15,913 shares; 2025Q3: 15,448 shares; 2025Q4: 15,478 shares 15,478 $3.58M 0.51% +30 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: 5,815 shares; 2024Q4: 5,840 shares; 2025Q1: 5,917 shares; 2025Q2: 6,047 shares; 2025Q3: 6,132 shares; 2025Q4: 6,066 shares 6,066 $3.46M 0.49% -66 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: 36,130 shares; 2024Q4: 36,630 shares; 2025Q1: 38,630 shares; 2025Q2: 42,955 shares; 2025Q3: 44,655 shares; 2025Q4: 67,705 shares 67,705 $3.37M 0.48% +23,050 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: 18,308 shares; 2024Q4: 18,308 shares; 2025Q1: 19,295 shares; 2025Q2: 18,443 shares; 2025Q3: 18,343 shares; 2025Q4: 27,723 shares 27,723 $3.34M 0.47% +9,380 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 59,650 shares; 2025Q4: 144,600 shares 144,600 $3.23M 0.46% +84,950 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: 34,000 shares; 2024Q4: 35,635 shares; 2025Q1: 80,635 shares; 2025Q2: 95,395 shares; 2025Q3: 121,345 shares; 2025Q4: 161,930 shares 161,930 $3.21M 0.46% +40,585 Timeline LZB LA Z BOY INC More: the full row for LA Z BOY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,516 shares; 2024Q4: 73,971 shares; 2025Q1: 77,781 shares; 2025Q2: 77,366 shares; 2025Q3: 85,936 shares; 2025Q4: 85,626 shares 85,626 $3.19M 0.45% -310 Timeline SYBT STOCK YDS BANCORP INC More: the full row for STOCK YDS BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,635 shares; 2024Q4: 44,240 shares; 2025Q1: 45,335 shares; 2025Q2: 45,010 shares; 2025Q3: 47,949 shares; 2025Q4: 48,519 shares 48,519 $3.15M 0.45% +570 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 348 shares; 2025Q1: 4,400 shares; 2025Q2: 4,525 shares; 2025Q3: 4,493 shares; 2025Q4: 4,607 shares 4,607 $3.05M 0.43% +114 Timeline MMS MAXIMUS INC More: the full row for MAXIMUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,457 shares; 2024Q4: 33,902 shares; 2025Q1: 35,527 shares; 2025Q2: 35,302 shares; 2025Q3: 34,922 shares; 2025Q4: 35,207 shares 35,207 $3.04M 0.43% +285 Timeline CRAI CRA INTL INC More: the full row for CRA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,004 shares; 2024Q4: 13,834 shares; 2025Q1: 14,544 shares; 2025Q2: 14,459 shares; 2025Q3: 14,794 shares; 2025Q4: 14,919 shares 14,919 $2.99M 0.43% +125 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,642 shares; 2024Q4: 9,518 shares; 2025Q1: 11,563 shares; 2025Q2: 23,950 shares; 2025Q3: 23,720 shares; 2025Q4: 23,533 shares 23,533 $2.95M 0.42% -187 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: 14,617 shares; 2024Q4: 14,582 shares; 2025Q1: 14,614 shares; 2025Q2: 14,929 shares; 2025Q3: 14,849 shares; 2025Q4: 14,594 shares 14,594 $2.85M 0.41% -255 Timeline MGRC MCGRATH RENTCORP More: the full row for MCGRATH RENTCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,750 shares; 2024Q4: 25,435 shares; 2025Q1: 26,580 shares; 2025Q2: 26,410 shares; 2025Q3: 26,634 shares; 2025Q4: 26,824 shares 26,824 $2.81M 0.4% +190 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,315 shares; 2024Q4: 52,315 shares; 2025Q1: 61,915 shares; 2025Q2: 58,115 shares; 2025Q3: 58,115 shares; 2025Q4: 53,065 shares 53,065 $2.67M 0.38% -5,050 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,766 shares; 2024Q4: 1,801 shares; 2025Q1: 3,319 shares; 2025Q2: 3,519 shares; 2025Q3: 3,531 shares; 2025Q4: 3,062 shares 3,062 $2.64M 0.38% -469 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: 7,380 shares; 2024Q4: 7,655 shares; 2025Q1: 7,905 shares; 2025Q2: 8,870 shares; 2025Q3: 8,870 shares; 2025Q4: 8,870 shares 8,870 $2.57M 0.37% 0 Timeline CBZ CBIZ INC More: the full row for CBIZ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,532 shares; 2024Q4: 50,987 shares; 2025Q1: 53,292 shares; 2025Q2: 53,047 shares; 2025Q3: 50,627 shares; 2025Q4: 50,877 shares 50,877 $2.57M 0.37% +250 Timeline NSIT INSIGHT ENTERPRISES INC More: the full row for INSIGHT ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,883 shares; 2024Q4: 27,738 shares; 2025Q1: 28,948 shares; 2025Q2: 28,813 shares; 2025Q3: 29,896 shares; 2025Q4: 30,231 shares 30,231 $2.46M 0.35% +335 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: 73,314 shares; 2024Q4: 73,349 shares; 2025Q1: 73,383 shares; 2025Q2: 73,419 shares; 2025Q3: 73,456 shares; 2025Q4: 73,493 shares 73,493 $2.36M 0.34% +37 Timeline VITL VITAL FARMS INC More: the full row for VITAL FARMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 68,715 shares; 2025Q1: 71,975 shares; 2025Q2: 71,555 shares; 2025Q3: 70,975 shares; 2025Q4: 71,995 shares 71,995 $2.3M 0.33% +1,020 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,570 shares; 2024Q4: 27,570 shares; 2025Q1: 26,770 shares; 2025Q2: 26,770 shares; 2025Q3: 26,770 shares; 2025Q4: 26,770 shares 26,770 $2.27M 0.32% 0 Timeline ADUS ADDUS HOMECARE CORP More: the full row for ADDUS HOMECARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,647 shares; 2024Q4: 20,882 shares; 2025Q1: 21,742 shares; 2025Q2: 21,617 shares; 2025Q3: 20,413 shares; 2025Q4: 20,603 shares 20,603 $2.21M 0.31% +190 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: 19,216 shares; 2024Q4: 19,871 shares; 2025Q1: 17,826 shares; 2025Q2: 13,801 shares; 2025Q3: 12,556 shares; 2025Q4: 12,341 shares 12,341 $2.19M 0.31% -215 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: 7,060 shares; 2024Q4: 7,200 shares; 2025Q1: 7,020 shares; 2025Q2: 6,970 shares; 2025Q3: 6,450 shares; 2025Q4: 6,320 shares 6,320 $2.19M 0.31% -130 Timeline BBSI BARRETT BUSINESS SVCS INC More: the full row for BARRETT BUSINESS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,455 shares; 2025Q1: 58,055 shares; 2025Q2: 57,670 shares; 2025Q3: 57,165 shares; 2025Q4: 58,140 shares 58,140 $2.11M 0.3% +975 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: 7,534 shares; 2024Q4: 7,109 shares; 2025Q1: 6,994 shares; 2025Q2: 6,739 shares; 2025Q3: 6,249 shares; 2025Q4: 5,929 shares 5,929 $2.08M 0.3% -320 Timeline GABC GERMAN AMERN BANCORP INC More: the full row for GERMAN AMERN BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,426 shares; 2024Q4: 49,526 shares; 2025Q1: 51,796 shares; 2025Q2: 51,516 shares; 2025Q3: 51,681 shares; 2025Q4: 52,401 shares 52,401 $2.05M 0.29% +720 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: 6,481 shares; 2024Q4: 6,481 shares; 2025Q1: 6,481 shares; 2025Q2: 6,601 shares; 2025Q3: 6,521 shares; 2025Q4: 6,521 shares 6,521 $2.04M 0.29% 0 Timeline FUL FULLER H B CO More: the full row for FULLER H B CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,283 shares; 2024Q4: 32,903 shares; 2025Q1: 34,423 shares; 2025Q2: 34,213 shares; 2025Q3: 33,874 shares; 2025Q4: 33,989 shares 33,989 $2.02M 0.29% +115 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: 8,801 shares; 2024Q4: 9,031 shares; 2025Q1: 9,222 shares; 2025Q2: 8,462 shares; 2025Q3: 8,262 shares; 2025Q4: 8,100 shares 8,100 $2M 0.28% -162 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,598 shares; 2024Q4: 1,732 shares; 2025Q1: 1,907 shares; 2025Q2: 1,952 shares; 2025Q3: 2,274 shares; 2025Q4: 2,274 shares 2,274 $2M 0.28% 0 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: 22,014 shares; 2024Q4: 21,774 shares; 2025Q1: 18,336 shares; 2025Q2: 17,481 shares; 2025Q3: 14,381 shares; 2025Q4: 13,921 shares 13,921 $2M 0.28% -460 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,920 shares; 2024Q4: 24,748 shares; 2025Q1: 24,643 shares; 2025Q2: 24,643 shares; 2025Q3: 24,643 shares; 2025Q4: 24,643 shares 24,643 $1.99M 0.28% 0 Timeline LOB LIVE OAK BANCSHARES INC More: the full row for LIVE OAK BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,958 shares; 2024Q4: 54,718 shares; 2025Q1: 57,253 shares; 2025Q2: 56,923 shares; 2025Q3: 56,503 shares; 2025Q4: 57,278 shares 57,278 $1.97M 0.28% +775 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: 8,689 shares; 2024Q4: 8,371 shares; 2025Q1: 8,358 shares; 2025Q2: 7,960 shares; 2025Q3: 7,962 shares; 2025Q4: 7,944 shares 7,944 $1.96M 0.28% -18 Timeline DGRW 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: not reported; 2024Q4: not reported; 2025Q1: 9,151 shares; 2025Q2: 20,251 shares; 2025Q3: 20,251 shares; 2025Q4: 20,251 shares 20,251 $1.81M 0.26% 0 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,258 shares; 2024Q4: 6,238 shares; 2025Q1: 5,617 shares; 2025Q2: 5,617 shares; 2025Q3: 5,617 shares; 2025Q4: 5,617 shares 5,617 $1.81M 0.26% 0 Timeline UTI UNIVERSAL TECHNICAL INST INC More: the full row for UNIVERSAL TECHNICAL INST 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: 39,540 shares; 2025Q4: 68,512 shares 68,512 $1.79M 0.25% +28,972 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,615 shares; 2024Q4: 10,425 shares; 2025Q1: 10,226 shares; 2025Q2: 10,166 shares; 2025Q3: 8,048 shares; 2025Q4: 6,888 shares 6,888 $1.79M 0.25% -1,160 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: 21,157 shares; 2024Q4: 63,470 shares; 2025Q1: 63,470 shares; 2025Q2: 63,470 shares; 2025Q3: 63,470 shares; 2025Q4: 64,723 shares 64,723 $1.74M 0.25% +1,253 Timeline RLI RLI CORP More: the full row for RLI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,803 shares; 2024Q4: 12,563 shares; 2025Q1: 26,666 shares; 2025Q2: 26,511 shares; 2025Q3: 26,280 shares; 2025Q4: 26,460 shares 26,460 $1.69M 0.24% +180 Timeline GTY GETTY RLTY CORP NEW More: the full row for GETTY RLTY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,793 shares; 2024Q4: 57,673 shares; 2025Q1: 60,123 shares; 2025Q2: 59,758 shares; 2025Q3: 59,587 shares; 2025Q4: 60,052 shares 60,052 $1.64M 0.23% +465 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: 3,775 shares; 2024Q4: 3,775 shares; 2025Q1: 3,925 shares; 2025Q2: 4,815 shares; 2025Q3: 4,815 shares; 2025Q4: 4,900 shares 4,900 $1.64M 0.23% +85 Timeline USPH U S PHYSICAL THERAPY More: the full row for U S PHYSICAL THERAPY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,710 shares; 2024Q4: 18,940 shares; 2025Q1: 19,765 shares; 2025Q2: 19,655 shares; 2025Q3: 19,464 shares; 2025Q4: 19,729 shares 19,729 $1.54M 0.22% +265 Timeline IWO 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: 5,140 shares; 2024Q4: 5,140 shares; 2025Q1: 5,140 shares; 2025Q2: 5,140 shares; 2025Q3: 4,715 shares; 2025Q4: 4,715 shares 4,715 $1.52M 0.22% 0 Timeline KWR QUAKER HOUGHTON More: the full row for QUAKER HOUGHTON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,605 shares; 2024Q4: 10,410 shares; 2025Q1: 10,875 shares; 2025Q2: 10,835 shares; 2025Q3: 10,724 shares; 2025Q4: 10,844 shares 10,844 $1.49M 0.21% +120 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,735 shares; 2025Q2: 8,735 shares; 2025Q3: 8,665 shares; 2025Q4: 8,665 shares 8,665 $1.48M 0.21% 0 Timeline LNN LINDSAY CORP More: the full row for LINDSAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,270 shares; 2025Q4: 12,440 shares 12,440 $1.47M 0.21% +170 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,501 shares; 2024Q4: 4,400 shares; 2025Q1: 4,549 shares; 2025Q2: 5,022 shares; 2025Q3: 5,027 shares; 2025Q4: 2,765 shares 2,765 $1.44M 0.21% -2,262 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: 5,969 shares; 2024Q4: 6,019 shares; 2025Q1: 6,614 shares; 2025Q2: 6,614 shares; 2025Q3: 6,254 shares; 2025Q4: 6,134 shares 6,134 $1.42M 0.2% -120 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: 6,360 shares; 2024Q4: 6,660 shares; 2025Q1: 7,218 shares; 2025Q2: 7,218 shares; 2025Q3: 7,218 shares; 2025Q4: 7,388 shares 7,388 $1.41M 0.2% +170 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: 30,398 shares; 2024Q4: 24,098 shares; 2025Q1: 24,277 shares; 2025Q2: 23,742 shares; 2025Q3: 18,617 shares; 2025Q4: 16,867 shares 16,867 $1.34M 0.19% -1,750 Timeline HTO H2O AMERICA More: the full row for H2O AMERICA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,603 shares; 2024Q4: 26,068 shares; 2025Q1: 27,148 shares; 2025Q2: 26,988 shares; 2025Q3: 26,735 shares; 2025Q4: 27,085 shares 27,085 $1.33M 0.19% +350 Timeline LQDT LIQUIDITY SVCS INC More: the full row for LIQUIDITY SVCS 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: 43,710 shares 43,710 $1.32M 0.19% new Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,431 shares; 2024Q4: 36,431 shares; 2025Q1: 36,131 shares; 2025Q2: 36,131 shares; 2025Q3: 36,031 shares; 2025Q4: 36,031 shares 36,031 $1.31M 0.19% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,513 shares; 2024Q4: 9,328 shares; 2025Q1: 9,243 shares; 2025Q2: 9,008 shares; 2025Q3: 7,853 shares; 2025Q4: 6,778 shares 6,778 $1.26M 0.18% -1,075 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: 12,575 shares; 2024Q4: 12,981 shares; 2025Q1: 13,137 shares; 2025Q2: 13,537 shares; 2025Q3: 13,407 shares; 2025Q4: 12,654 shares 12,654 $1.18M 0.17% -753 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: 5,715 shares; 2024Q4: 5,595 shares; 2025Q1: 5,629 shares; 2025Q2: 5,629 shares; 2025Q3: 5,629 shares; 2025Q4: 5,589 shares 5,589 $1.18M 0.17% -40 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,995 shares; 2025Q3: 8,105 shares; 2025Q4: 8,685 shares 8,685 $1.17M 0.17% +580 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: 8,298 shares; 2024Q4: 8,298 shares; 2025Q1: 8,298 shares; 2025Q2: 8,298 shares; 2025Q3: 8,298 shares; 2025Q4: 8,298 shares 8,298 $1.17M 0.17% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,595 shares; 2024Q4: 21,795 shares; 2025Q1: 21,795 shares; 2025Q2: 21,795 shares; 2025Q3: 21,545 shares; 2025Q4: 21,545 shares 21,545 $1.16M 0.17% 0 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: 14,294 shares; 2024Q4: 14,294 shares; 2025Q1: 14,294 shares; 2025Q2: 14,294 shares; 2025Q3: 13,319 shares; 2025Q4: 13,119 shares 13,119 $1.14M 0.16% -200 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,261 shares; 2024Q4: 4,324 shares; 2025Q1: 4,445 shares; 2025Q2: 5,966 shares; 2025Q3: 5,817 shares; 2025Q4: 5,679 shares 5,679 $1.1M 0.16% -138 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,150 shares; 2024Q4: 4,150 shares; 2025Q1: 4,150 shares; 2025Q2: 4,150 shares; 2025Q3: 3,900 shares; 2025Q4: 3,650 shares 3,650 $1.09M 0.15% -250 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: 2,565 shares; 2024Q4: 4,157 shares; 2025Q1: 3,815 shares; 2025Q2: 3,715 shares; 2025Q3: 3,653 shares; 2025Q4: 3,653 shares 3,653 $1.08M 0.15% 0 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,970 shares; 2024Q4: 25,340 shares; 2025Q1: 24,540 shares; 2025Q2: 24,540 shares; 2025Q3: 20,065 shares; 2025Q4: 18,965 shares 18,965 $1.02M 0.14% -1,100 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,090 shares 13,090 $987K 0.14% new 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: 6,485 shares; 2024Q4: 6,335 shares; 2025Q1: 6,335 shares; 2025Q2: 6,791 shares; 2025Q3: 6,791 shares; 2025Q4: 6,791 shares 6,791 $975K 0.14% 0 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: 1,309 shares; 2024Q4: 1,309 shares; 2025Q1: 1,434 shares; 2025Q2: 1,434 shares; 2025Q3: 1,405 shares; 2025Q4: 1,402 shares 1,402 $960K 0.14% -3 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,675 shares; 2024Q4: 8,675 shares; 2025Q1: 8,675 shares; 2025Q2: 8,675 shares; 2025Q3: 8,675 shares; 2025Q4: 8,675 shares 8,675 $926K 0.13% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 849 shares 849 $909K 0.13% new 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: 13,745 shares; 2024Q4: 13,745 shares; 2025Q1: 13,770 shares; 2025Q2: 13,770 shares; 2025Q3: 13,770 shares; 2025Q4: 13,510 shares 13,510 $892K 0.13% -260 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: 2,031 shares; 2024Q4: 2,031 shares; 2025Q1: 2,135 shares; 2025Q2: 2,135 shares; 2025Q3: 2,313 shares; 2025Q4: 2,219 shares 2,219 $879K 0.13% -94 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: 3,981 shares; 2024Q4: 3,931 shares; 2025Q1: 3,821 shares; 2025Q2: 3,821 shares; 2025Q3: 2,896 shares; 2025Q4: 2,646 shares 2,646 $857K 0.12% -250 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: 8,740 shares; 2024Q4: 8,090 shares; 2025Q1: 6,714 shares; 2025Q2: 5,914 shares; 2025Q3: 5,564 shares; 2025Q4: 5,535 shares 5,535 $857K 0.12% -29 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,410 shares; 2024Q4: 7,410 shares; 2025Q1: 7,910 shares; 2025Q2: 7,910 shares; 2025Q3: 7,910 shares; 2025Q4: 7,910 shares 7,910 $847K 0.12% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,202 shares; 2024Q4: 11,262 shares; 2025Q1: 11,152 shares; 2025Q2: 11,272 shares; 2025Q3: 2,742 shares; 2025Q4: 2,361 shares 2,361 $779K 0.11% -381 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: 6,716 shares; 2024Q4: 6,636 shares; 2025Q1: 6,636 shares; 2025Q2: 6,636 shares; 2025Q3: 6,636 shares; 2025Q4: 6,636 shares 6,636 $755K 0.11% 0 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: 28,664 shares; 2024Q4: 28,180 shares; 2025Q1: 27,890 shares; 2025Q2: 28,890 shares; 2025Q3: 29,045 shares; 2025Q4: 28,750 shares 28,750 $716K 0.1% -295 Timeline GBIL 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: 5,170 shares; 2024Q4: 5,170 shares; 2025Q1: 7,920 shares; 2025Q2: 7,920 shares; 2025Q3: 7,920 shares; 2025Q4: 7,120 shares 7,120 $712K 0.1% -800 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: 11,104 shares; 2024Q4: 11,104 shares; 2025Q1: 11,260 shares; 2025Q2: 11,260 shares; 2025Q3: 11,260 shares; 2025Q4: 11,260 shares 11,260 $703K 0.1% 0 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,794 shares; 2024Q4: 1,794 shares; 2025Q1: 1,734 shares; 2025Q2: 1,734 shares; 2025Q3: 1,734 shares; 2025Q4: 1,734 shares 1,734 $675K 0.1% 0 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,404 shares; 2024Q4: 1,404 shares; 2025Q1: 1,404 shares; 2025Q2: 1,404 shares; 2025Q3: 1,377 shares; 2025Q4: 1,377 shares 1,377 $666K 0.09% 0 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,960 shares; 2024Q4: 16,960 shares; 2025Q1: 16,960 shares; 2025Q2: 16,960 shares; 2025Q3: 16,960 shares; 2025Q4: 16,960 shares 16,960 $664K 0.09% 0 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,810 shares; 2024Q4: 13,810 shares; 2025Q1: 13,510 shares; 2025Q2: 13,510 shares; 2025Q3: 10,850 shares; 2025Q4: 9,750 shares 9,750 $634K 0.09% -1,100 Timeline IGV 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: 5,825 shares; 2024Q4: 5,825 shares; 2025Q1: 5,825 shares; 2025Q2: 5,825 shares; 2025Q3: 5,825 shares; 2025Q4: 5,825 shares 5,825 $616K 0.09% 0 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: 2,953 shares; 2024Q4: 2,853 shares; 2025Q1: 3,403 shares; 2025Q2: 2,873 shares; 2025Q3: 2,813 shares; 2025Q4: 2,813 shares 2,813 $611K 0.09% 0 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 945 shares; 2024Q4: 945 shares; 2025Q1: 945 shares; 2025Q2: 1,545 shares; 2025Q3: 1,545 shares; 2025Q4: 1,515 shares 1,515 $597K 0.08% -30 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: 24,345 shares; 2024Q4: 24,625 shares; 2025Q1: 24,610 shares; 2025Q2: 25,340 shares; 2025Q3: 23,810 shares; 2025Q4: 24,670 shares 24,670 $584K 0.08% +860 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,459 shares; 2024Q4: 7,459 shares; 2025Q1: 7,459 shares; 2025Q2: 6,959 shares; 2025Q3: 6,959 shares; 2025Q4: 6,914 shares 6,914 $545K 0.08% -45 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: 16,534 shares; 2024Q4: 16,259 shares; 2025Q1: 10,391 shares; 2025Q2: 8,231 shares; 2025Q3: 6,306 shares; 2025Q4: 6,652 shares 6,652 $534K 0.08% +346 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: 9,749 shares; 2024Q4: 9,549 shares; 2025Q1: 9,549 shares; 2025Q2: 9,549 shares; 2025Q3: 9,549 shares; 2025Q4: 9,549 shares 9,549 $525K 0.07% 0 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,031 shares; 2024Q4: 8,047 shares; 2025Q1: 7,981 shares; 2025Q2: 7,981 shares; 2025Q3: 7,981 shares; 2025Q4: 7,681 shares 7,681 $517K 0.07% -300 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: 1,358 shares; 2024Q4: 1,358 shares; 2025Q1: 1,358 shares; 2025Q2: 1,358 shares; 2025Q3: 1,358 shares; 2025Q4: 1,358 shares 1,358 $507K 0.07% 0 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,328 shares; 2024Q4: 16,655 shares; 2025Q1: 16,655 shares; 2025Q2: 16,655 shares; 2025Q3: 16,655 shares; 2025Q4: 16,655 shares 16,655 $474K 0.07% 0 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: 1,841 shares; 2024Q4: 1,766 shares; 2025Q1: 1,726 shares; 2025Q2: 1,626 shares; 2025Q3: 1,626 shares; 2025Q4: 1,626 shares 1,626 $470K 0.07% 0 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: 3,057 shares; 2024Q4: 3,057 shares; 2025Q1: 3,069 shares; 2025Q2: 3,189 shares; 2025Q3: 2,869 shares; 2025Q4: 3,015 shares 3,015 $460K 0.07% +146 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 3,000 shares 3,000 $432K 0.06% +1,500 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: 1,450 shares; 2024Q4: 1,450 shares; 2025Q1: 1,450 shares; 2025Q2: 1,450 shares; 2025Q3: 1,450 shares; 2025Q4: 1,413 shares 1,413 $429K 0.06% -37 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,450 shares; 2024Q4: 3,450 shares; 2025Q1: 3,450 shares; 2025Q2: 3,450 shares; 2025Q3: 3,450 shares; 2025Q4: 3,395 shares 3,395 $427K 0.06% -55 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: 3,277 shares; 2024Q4: 2,277 shares; 2025Q1: 2,278 shares; 2025Q2: 2,313 shares; 2025Q3: 2,314 shares; 2025Q4: 2,314 shares 2,314 $424K 0.06% 0 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: 535 shares; 2024Q4: 535 shares; 2025Q1: 835 shares; 2025Q2: 835 shares; 2025Q3: 835 shares; 2025Q4: 838 shares 838 $421K 0.06% +3 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,474 shares; 2025Q1: 15,974 shares; 2025Q2: 15,974 shares; 2025Q3: 16,824 shares; 2025Q4: 16,524 shares 16,524 $410K 0.06% -300 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: 4,245 shares; 2024Q4: 4,245 shares; 2025Q1: 4,125 shares; 2025Q2: 4,525 shares; 2025Q3: 4,525 shares; 2025Q4: 4,525 shares 4,525 $400K 0.06% 0 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: 696 shares; 2024Q4: 696 shares; 2025Q1: 696 shares; 2025Q2: 696 shares; 2025Q3: 696 shares; 2025Q4: 696 shares 696 $399K 0.06% 0 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,378 shares; 2024Q4: 5,078 shares; 2025Q1: 4,973 shares; 2025Q2: 4,413 shares; 2025Q3: 4,413 shares; 2025Q4: 3,153 shares 3,153 $384K 0.05% -1,260 Timeline INDA 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: 6,975 shares; 2024Q4: 6,975 shares; 2025Q1: 6,975 shares; 2025Q2: 6,975 shares; 2025Q3: 6,975 shares; 2025Q4: 6,975 shares 6,975 $377K 0.05% 0 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,885 shares; 2024Q4: 21,835 shares; 2025Q1: 2,379 shares; 2025Q2: 2,379 shares; 2025Q3: 2,269 shares; 2025Q4: 2,269 shares 2,269 $377K 0.05% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,150 shares; 2025Q1: 2,600 shares; 2025Q2: 2,600 shares; 2025Q3: 1,850 shares; 2025Q4: 2,050 shares 2,050 $364K 0.05% +200 Timeline DON 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,000 shares; 2025Q3: 7,000 shares; 2025Q4: 7,000 shares 7,000 $361K 0.05% 0 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,730 shares; 2024Q4: 4,830 shares; 2025Q1: 4,730 shares; 2025Q2: 4,730 shares; 2025Q3: 4,730 shares; 2025Q4: 5,032 shares 5,032 $352K 0.05% +302 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: 4,608 shares; 2024Q4: 4,608 shares; 2025Q1: 4,608 shares; 2025Q2: 4,608 shares; 2025Q3: 4,608 shares; 2025Q4: 4,608 shares 4,608 $339K 0.05% 0 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: 2,076 shares; 2024Q4: 2,076 shares; 2025Q1: 2,076 shares; 2025Q2: 2,076 shares; 2025Q3: 2,076 shares; 2025Q4: 2,076 shares 2,076 $338K 0.05% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,218 shares; 2024Q4: 1,218 shares; 2025Q1: 1,218 shares; 2025Q2: 1,218 shares; 2025Q3: 1,218 shares; 2025Q4: 1,218 shares 1,218 $335K 0.05% 0 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,629 shares; 2025Q1: 12,500 shares; 2025Q2: 12,500 shares; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares 12,000 $330K 0.05% 0 Timeline XNTK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,150 shares; 2024Q4: 1,150 shares; 2025Q1: 1,150 shares; 2025Q2: 1,150 shares; 2025Q3: 1,150 shares; 2025Q4: 1,150 shares 1,150 $320K 0.05% 0 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,257 shares; 2024Q4: 1,258 shares; 2025Q1: 1,258 shares; 2025Q2: 1,258 shares; 2025Q3: 1,259 shares; 2025Q4: 1,259 shares 1,259 $316K 0.04% 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: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $307K 0.04% 0 Timeline CTBI COMMUNITY TR BANCORP INC More: the full row for COMMUNITY TR BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,325 shares; 2024Q4: 5,325 shares; 2025Q1: 5,325 shares; 2025Q2: 5,325 shares; 2025Q3: 5,325 shares; 2025Q4: 5,325 shares 5,325 $301K 0.04% 0 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: 5,560 shares; 2024Q4: 10,532 shares; 2025Q1: 9,809 shares; 2025Q2: 9,841 shares; 2025Q3: 7,371 shares; 2025Q4: 7,371 shares 7,371 $300K 0.04% 0 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,931 shares; 2024Q4: 4,931 shares; 2025Q1: 4,931 shares; 2025Q2: 4,556 shares; 2025Q3: 4,556 shares; 2025Q4: 4,456 shares 4,456 $300K 0.04% -100 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,100 shares; 2024Q4: 15,100 shares; 2025Q1: 15,100 shares; 2025Q2: 15,100 shares; 2025Q3: 15,100 shares; 2025Q4: 15,100 shares 15,100 $296K 0.04% 0 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: 1,529 shares; 2024Q4: 1,529 shares; 2025Q1: 1,529 shares; 2025Q2: 1,079 shares; 2025Q3: 899 shares; 2025Q4: 899 shares 899 $294K 0.04% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,826 shares; 2025Q3: 1,826 shares; 2025Q4: 1,826 shares 1,826 $293K 0.04% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,026 shares; 2024Q4: 2,026 shares; 2025Q1: 2,026 shares; 2025Q2: 2,026 shares; 2025Q3: 2,026 shares; 2025Q4: 2,189 shares 2,189 $291K 0.04% +163 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,055 shares; 2025Q4: 1,100 shares 1,100 $265K 0.04% -1,955 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,250 shares; 2024Q4: 1,250 shares; 2025Q1: 1,250 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares 1,100 $265K 0.04% 0 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,660 shares; 2024Q4: 1,660 shares; 2025Q1: 1,410 shares; 2025Q2: 1,410 shares; 2025Q3: 1,410 shares; 2025Q4: 1,410 shares 1,410 $256K 0.04% 0 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares 1,500 $241K 0.03% 0 Timeline IGRO 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: 4,555 shares; 2024Q4: 4,555 shares; 2025Q1: 4,675 shares; 2025Q2: 4,715 shares; 2025Q3: not reported; 2025Q4: 2,735 shares 2,735 $226K 0.03% new Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,985 shares; 2024Q4: 1,985 shares; 2025Q1: 1,853 shares; 2025Q2: 1,753 shares; 2025Q3: 1,733 shares; 2025Q4: 1,383 shares 1,383 $215K 0.03% -350 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: 627 shares; 2024Q4: 677 shares; 2025Q1: not reported; 2025Q2: 677 shares; 2025Q3: 669 shares; 2025Q4: 669 shares 669 $213K 0.03% 0 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: 1,101 shares; 2024Q4: 1,101 shares; 2025Q1: 1,101 shares; 2025Q2: 1,101 shares; 2025Q3: 701 shares; 2025Q4: 816 shares 816 $210K 0.03% +115 Timeline BSJR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,900 shares 8,900 $201K 0.03% new Timeline NFJ VIRTUS DIVIDEND INTEREST & P More: the full row for VIRTUS DIVIDEND INTEREST & P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $129K 0.02% 0 Timeline