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: 2,756,635 shares; 2024Q4: 2,818,522 shares; 2025Q1: 2,762,389 shares; 2025Q2: 2,659,916 shares; 2025Q3: 2,605,419 shares; 2025Q4: 2,443,219 shares 2,443,219 $1.67B 32.84% -162,200 Timeline OAKM HARRIS OAKMARK ETF TRUST More: the full row for HARRIS OAKMARK 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: 9,292,332 shares; 2025Q3: 9,672,111 shares; 2025Q4: 9,026,210 shares 9,026,210 $256M 5.02% -645,901 Timeline GVI 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: 1,882,646 shares; 2025Q4: 2,097,512 shares 2,097,512 $225M 4.42% +214,866 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: 4,740 shares; 2024Q4: 4,740 shares; 2025Q1: 5,540 shares; 2025Q2: 5,647 shares; 2025Q3: 20,753 shares; 2025Q4: 2,976,271 shares 2,976,271 $219M 4.3% +2,955,518 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: 566,074 shares; 2024Q4: 596,564 shares; 2025Q1: 594,286 shares; 2025Q2: 627,653 shares; 2025Q3: 630,304 shares; 2025Q4: 623,374 shares 623,374 $169M 3.33% -6,930 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: 297,210 shares; 2024Q4: 305,058 shares; 2025Q1: 308,893 shares; 2025Q2: 319,501 shares; 2025Q3: 324,861 shares; 2025Q4: 325,368 shares 325,368 $157M 3.09% +507 Timeline SPYX 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: 2,667,999 shares; 2024Q4: 2,604,298 shares; 2025Q1: 2,551,059 shares; 2025Q2: 2,516,995 shares; 2025Q3: 2,442,124 shares; 2025Q4: 2,381,460 shares 2,381,460 $134M 2.63% -60,664 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: 1,382,615 shares; 2024Q4: 1,272,175 shares; 2025Q1: 1,294,303 shares; 2025Q2: 1,304,995 shares; 2025Q3: 1,222,478 shares; 2025Q4: 1,165,513 shares 1,165,513 $125M 2.45% -56,965 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: 778,048 shares; 2024Q4: 721,061 shares; 2025Q1: 679,864 shares; 2025Q2: 638,727 shares; 2025Q3: 637,180 shares; 2025Q4: 646,076 shares 646,076 $120M 2.36% +8,896 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: 424,459 shares; 2024Q4: 449,192 shares; 2025Q1: 451,155 shares; 2025Q2: 464,220 shares; 2025Q3: 469,359 shares; 2025Q4: 474,367 shares 474,367 $109M 2.15% +5,008 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: 316,439 shares; 2024Q4: 320,589 shares; 2025Q1: 307,579 shares; 2025Q2: 318,759 shares; 2025Q3: 311,582 shares; 2025Q4: 299,810 shares 299,810 $93.8M 1.84% -11,772 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: 213,593 shares; 2024Q4: 223,813 shares; 2025Q1: 221,598 shares; 2025Q2: 234,466 shares; 2025Q3: 224,699 shares; 2025Q4: 222,127 shares 222,127 $69.7M 1.37% -2,572 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: 91,390 shares; 2024Q4: 92,297 shares; 2025Q1: 88,759 shares; 2025Q2: 88,550 shares; 2025Q3: 91,351 shares; 2025Q4: 92,651 shares 92,651 $63.2M 1.24% +1,300 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: 97,885 shares; 2024Q4: 97,885 shares; 2025Q1: 96,701 shares; 2025Q2: 98,561 shares; 2025Q3: 143,357 shares; 2025Q4: 168,906 shares 168,906 $56.6M 1.11% +25,549 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: 18,450 shares; 2024Q4: 18,490 shares; 2025Q1: 31,294 shares; 2025Q2: 38,457 shares; 2025Q3: 44,059 shares; 2025Q4: 48,185 shares 48,185 $51.8M 1.02% +4,126 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: 132,193 shares; 2024Q4: 138,312 shares; 2025Q1: 143,808 shares; 2025Q2: 150,980 shares; 2025Q3: 153,476 shares; 2025Q4: 147,375 shares 147,375 $50.7M 1% -6,101 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: 278,516 shares; 2024Q4: 301,477 shares; 2025Q1: 331,947 shares; 2025Q2: 358,010 shares; 2025Q3: 382,345 shares; 2025Q4: 431,661 shares 431,661 $48.1M 0.94% +49,316 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: 112,907 shares; 2024Q4: 125,712 shares; 2025Q1: 122,301 shares; 2025Q2: 127,335 shares; 2025Q3: 128,783 shares; 2025Q4: 139,509 shares 139,509 $45M 0.88% +10,726 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: 202,794 shares; 2024Q4: 229,007 shares; 2025Q1: 246,940 shares; 2025Q2: 249,337 shares; 2025Q3: 264,325 shares; 2025Q4: 275,456 shares 275,456 $42.3M 0.83% +11,131 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: 87,157 shares; 2024Q4: 103,376 shares; 2025Q1: 113,285 shares; 2025Q2: 118,386 shares; 2025Q3: 123,875 shares; 2025Q4: 138,761 shares 138,761 $42.2M 0.83% +14,886 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: 195,939 shares; 2024Q4: 194,396 shares; 2025Q1: 189,749 shares; 2025Q2: 194,977 shares; 2025Q3: 190,125 shares; 2025Q4: 195,113 shares 195,113 $40.4M 0.79% +4,988 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: 178,536 shares; 2024Q4: 206,650 shares; 2025Q1: 231,989 shares; 2025Q2: 263,126 shares; 2025Q3: 279,957 shares; 2025Q4: 305,976 shares 305,976 $38.3M 0.75% +26,019 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: 103,002 shares; 2024Q4: 103,770 shares; 2025Q1: 103,803 shares; 2025Q2: 104,002 shares; 2025Q3: 103,540 shares; 2025Q4: 105,761 shares 105,761 $37.1M 0.73% +2,221 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: 341,014 shares; 2024Q4: 366,170 shares; 2025Q1: 360,164 shares; 2025Q2: 446,398 shares; 2025Q3: 514,382 shares; 2025Q4: 569,722 shares 569,722 $35.6M 0.7% +55,340 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: 67,287 shares; 2024Q4: 69,681 shares; 2025Q1: 68,235 shares; 2025Q2: 66,841 shares; 2025Q3: 70,332 shares; 2025Q4: 66,898 shares 66,898 $33.6M 0.66% -3,434 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: 40,628 shares; 2024Q4: 47,040 shares; 2025Q1: 50,053 shares; 2025Q2: 50,321 shares; 2025Q3: 52,293 shares; 2025Q4: 54,571 shares 54,571 $31.2M 0.61% +2,278 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: 26,412 shares; 2024Q4: 28,433 shares; 2025Q1: 28,384 shares; 2025Q2: 29,999 shares; 2025Q3: 36,655 shares; 2025Q4: 42,745 shares 42,745 $28.2M 0.55% +6,090 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: 95,981 shares; 2024Q4: 96,096 shares; 2025Q1: 96,735 shares; 2025Q2: 100,813 shares; 2025Q3: 103,935 shares; 2025Q4: 44,986 shares 44,986 $28.2M 0.55% -58,949 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: 241,649 shares; 2024Q4: 238,568 shares; 2025Q1: 237,141 shares; 2025Q2: 244,811 shares; 2025Q3: 207,859 shares; 2025Q4: 159,842 shares 159,842 $22.9M 0.45% -48,017 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: 121,610 shares; 2024Q4: 121,756 shares; 2025Q1: 121,840 shares; 2025Q2: 121,840 shares; 2025Q3: 121,790 shares; 2025Q4: 121,790 shares 121,790 $22.6M 0.44% 0 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR 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: not reported; 2025Q4: 288,569 shares 288,569 $21.8M 0.43% new Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,524 shares; 2024Q4: 97,862 shares; 2025Q1: 105,437 shares; 2025Q2: 110,979 shares; 2025Q3: 113,334 shares; 2025Q4: 108,584 shares 108,584 $19M 0.37% -4,750 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: 22,199 shares; 2024Q4: 34,974 shares; 2025Q1: 42,016 shares; 2025Q2: 58,969 shares; 2025Q3: 62,632 shares; 2025Q4: 53,063 shares 53,063 $18.6M 0.36% -9,569 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: 36,924 shares; 2024Q4: 36,660 shares; 2025Q1: 36,833 shares; 2025Q2: 39,380 shares; 2025Q3: 40,420 shares; 2025Q4: 39,210 shares 39,210 $18.6M 0.36% -1,210 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: 25,047 shares; 2024Q4: 28,497 shares; 2025Q1: 28,909 shares; 2025Q2: 33,090 shares; 2025Q3: 33,936 shares; 2025Q4: 52,050 shares 52,050 $18M 0.35% +18,114 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: 57,779 shares; 2024Q4: 47,604 shares; 2025Q1: 47,785 shares; 2025Q2: 47,298 shares; 2025Q3: 47,194 shares; 2025Q4: 47,399 shares 47,399 $17.5M 0.34% +205 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: 124 shares; 2024Q4: 236 shares; 2025Q1: 223 shares; 2025Q2: 235 shares; 2025Q3: 2,153 shares; 2025Q4: 3,235 shares 3,235 $17.3M 0.34% +1,082 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: 24,485 shares; 2024Q4: 29,510 shares; 2025Q1: 33,793 shares; 2025Q2: 36,732 shares; 2025Q3: 39,196 shares; 2025Q4: 40,361 shares 40,361 $17.2M 0.34% +1,165 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: 68,820 shares; 2024Q4: 71,792 shares; 2025Q1: 68,703 shares; 2025Q2: 76,886 shares; 2025Q3: 77,939 shares; 2025Q4: 71,414 shares 71,414 $16.3M 0.32% -6,525 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,399 shares; 2024Q4: 18,098 shares; 2025Q1: 24,988 shares; 2025Q2: 28,869 shares; 2025Q3: 27,290 shares; 2025Q4: 27,825 shares 27,825 $16M 0.31% +535 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: 38,971 shares; 2024Q4: 38,971 shares; 2025Q1: 38,971 shares; 2025Q2: 39,271 shares; 2025Q3: 39,301 shares; 2025Q4: 39,271 shares 39,271 $15.6M 0.31% -30 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: 24,115 shares; 2024Q4: 24,137 shares; 2025Q1: 23,233 shares; 2025Q2: 24,235 shares; 2025Q3: 25,103 shares; 2025Q4: 24,791 shares 24,791 $15.2M 0.3% -312 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: 139,537 shares; 2024Q4: 142,176 shares; 2025Q1: 134,518 shares; 2025Q2: 126,573 shares; 2025Q3: 111,008 shares; 2025Q4: 104,439 shares 104,439 $15M 0.29% -6,569 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: 112,680 shares; 2024Q4: 119,397 shares; 2025Q1: 114,595 shares; 2025Q2: 118,155 shares; 2025Q3: 119,722 shares; 2025Q4: 123,399 shares 123,399 $14.8M 0.29% +3,677 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 58,067 shares 58,067 $14.6M 0.29% new 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: 26,633 shares; 2024Q4: 54,669 shares; 2025Q1: 66,353 shares; 2025Q2: 73,748 shares; 2025Q3: 65,555 shares; 2025Q4: 63,193 shares 63,193 $14.4M 0.28% -2,362 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 267,482 shares; 2025Q1: 272,356 shares; 2025Q2: 299,841 shares; 2025Q3: 306,042 shares; 2025Q4: 346,383 shares 346,383 $14.2M 0.28% +40,341 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,248 shares; 2024Q4: 148,771 shares; 2025Q1: 147,022 shares; 2025Q2: 142,766 shares; 2025Q3: 139,182 shares; 2025Q4: 130,210 shares 130,210 $12.9M 0.25% -8,972 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: 76,508 shares; 2024Q4: 80,656 shares; 2025Q1: 85,844 shares; 2025Q2: 86,870 shares; 2025Q3: 87,381 shares; 2025Q4: 89,193 shares 89,193 $12.6M 0.25% +1,812 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: 38,245 shares; 2024Q4: 43,536 shares; 2025Q1: 42,344 shares; 2025Q2: 41,853 shares; 2025Q3: 42,994 shares; 2025Q4: 47,704 shares 47,704 $12.3M 0.24% +4,710 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: 3,890 shares; 2024Q4: 3,887 shares; 2025Q1: 13,125 shares; 2025Q2: 27,443 shares; 2025Q3: 25,898 shares; 2025Q4: 28,962 shares 28,962 $12.2M 0.24% +3,064 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: 59,828 shares; 2024Q4: 61,303 shares; 2025Q1: 60,653 shares; 2025Q2: 54,793 shares; 2025Q3: 116,589 shares; 2025Q4: 172,934 shares 172,934 $12.1M 0.24% +56,345 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: 27 shares; 2024Q4: 16 shares; 2025Q1: 16 shares; 2025Q2: 17 shares; 2025Q3: 16 shares; 2025Q4: 16 shares 16 $12.1M 0.24% 0 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,540 shares; 2024Q4: 50,789 shares; 2025Q1: 49,452 shares; 2025Q2: 50,584 shares; 2025Q3: 50,559 shares; 2025Q4: 50,559 shares 50,559 $11.1M 0.22% 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: 97,610 shares; 2024Q4: 91,262 shares; 2025Q1: 89,496 shares; 2025Q2: 85,646 shares; 2025Q3: 83,239 shares; 2025Q4: 78,876 shares 78,876 $10.5M 0.21% -4,363 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: 75,525 shares; 2024Q4: 75,046 shares; 2025Q1: 72,106 shares; 2025Q2: 83,571 shares; 2025Q3: 84,919 shares; 2025Q4: 98,500 shares 98,500 $10.4M 0.2% +13,581 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: 47,157 shares; 2024Q4: 50,143 shares; 2025Q1: 52,432 shares; 2025Q2: 51,233 shares; 2025Q3: 41,508 shares; 2025Q4: 42,597 shares 42,597 $9.75M 0.19% +1,089 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: 180,260 shares; 2024Q4: 184,725 shares; 2025Q1: 178,360 shares; 2025Q2: 185,187 shares; 2025Q3: 183,491 shares; 2025Q4: 147,039 shares 147,039 $9.7M 0.19% -36,452 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: 198,059 shares; 2024Q4: 167,914 shares; 2025Q1: 79,470 shares; 2025Q2: 69,564 shares; 2025Q3: 59,616 shares; 2025Q4: 48,643 shares 48,643 $9.32M 0.18% -10,973 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149,981 shares; 2024Q4: 129,357 shares; 2025Q1: 124,036 shares; 2025Q2: 120,501 shares; 2025Q3: 112,329 shares; 2025Q4: 107,927 shares 107,927 $9.2M 0.18% -4,402 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: 82,093 shares; 2024Q4: 136,622 shares; 2025Q1: 141,591 shares; 2025Q2: 114,702 shares; 2025Q3: 85,351 shares; 2025Q4: 79,627 shares 79,627 $9.06M 0.18% -5,724 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: 8,227 shares; 2024Q4: 9,356 shares; 2025Q1: 9,489 shares; 2025Q2: 9,603 shares; 2025Q3: 10,063 shares; 2025Q4: 10,425 shares 10,425 $8.99M 0.18% +362 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: 310,964 shares; 2024Q4: 304,621 shares; 2025Q1: 297,772 shares; 2025Q2: 296,270 shares; 2025Q3: 276,489 shares; 2025Q4: 265,991 shares 265,991 $8.53M 0.17% -10,498 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: 36,257 shares; 2024Q4: 35,970 shares; 2025Q1: 35,249 shares; 2025Q2: 35,774 shares; 2025Q3: 33,720 shares; 2025Q4: 32,298 shares 32,298 $8.48M 0.17% -1,422 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,797 shares; 2025Q4: 28,744 shares 28,744 $8.2M 0.16% +17,947 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: 117,689 shares; 2024Q4: 123,590 shares; 2025Q1: 116,553 shares; 2025Q2: 104,724 shares; 2025Q3: 101,180 shares; 2025Q4: 102,987 shares 102,987 $7.93M 0.16% +1,807 Timeline BILS 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: 91,309 shares; 2024Q4: 92,222 shares; 2025Q1: 124,968 shares; 2025Q2: 120,750 shares; 2025Q3: 89,070 shares; 2025Q4: 77,530 shares 77,530 $7.69M 0.15% -11,540 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: 2,788 shares; 2024Q4: not reported; 2025Q1: 3,530 shares; 2025Q2: 4,745 shares; 2025Q3: 4,539 shares; 2025Q4: 91,079 shares 91,079 $7.44M 0.15% +86,540 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: 70,859 shares; 2024Q4: 78,749 shares; 2025Q1: 89,220 shares; 2025Q2: 94,734 shares; 2025Q3: 97,649 shares; 2025Q4: 98,389 shares 98,389 $7.24M 0.14% +740 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: 22,968 shares; 2024Q4: 27,978 shares; 2025Q1: 23,501 shares; 2025Q2: 24,235 shares; 2025Q3: 24,222 shares; 2025Q4: 23,265 shares 23,265 $7.11M 0.14% -957 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: 12,656 shares; 2024Q4: 13,258 shares; 2025Q1: 13,162 shares; 2025Q2: 13,186 shares; 2025Q3: 13,018 shares; 2025Q4: 12,782 shares 12,782 $6.68M 0.13% -236 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: 15,699 shares; 2024Q4: 16,054 shares; 2025Q1: 13,692 shares; 2025Q2: 20,034 shares; 2025Q3: 20,439 shares; 2025Q4: 21,418 shares 21,418 $6.6M 0.13% +979 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: 13,891 shares; 2024Q4: 14,072 shares; 2025Q1: 14,008 shares; 2025Q2: 13,328 shares; 2025Q3: 13,325 shares; 2025Q4: 13,251 shares 13,251 $6.5M 0.13% -74 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: 26,407 shares; 2024Q4: 27,337 shares; 2025Q1: 25,333 shares; 2025Q2: 25,146 shares; 2025Q3: 26,849 shares; 2025Q4: 25,079 shares 25,079 $6.45M 0.13% -1,770 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: 10,501 shares; 2024Q4: 12,363 shares; 2025Q1: 14,631 shares; 2025Q2: 13,889 shares; 2025Q3: 14,386 shares; 2025Q4: 13,422 shares 13,422 $6.04M 0.12% -964 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: 13,393 shares; 2024Q4: 13,281 shares; 2025Q1: 13,136 shares; 2025Q2: 12,702 shares; 2025Q3: 12,527 shares; 2025Q4: 12,334 shares 12,334 $6.02M 0.12% -193 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: 40,749 shares; 2024Q4: 43,211 shares; 2025Q1: 27,185 shares; 2025Q2: 12,922 shares; 2025Q3: 11,831 shares; 2025Q4: 10,348 shares 10,348 $6M 0.12% -1,483 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: 10,299 shares; 2024Q4: 11,153 shares; 2025Q1: 9,758 shares; 2025Q2: 12,078 shares; 2025Q3: 13,676 shares; 2025Q4: 19,566 shares 19,566 $5.8M 0.11% +5,890 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: 60,697 shares; 2024Q4: 60,973 shares; 2025Q1: 60,973 shares; 2025Q2: 60,973 shares; 2025Q3: 61,068 shares; 2025Q4: 60,422 shares 60,422 $5.69M 0.11% -646 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: 32,050 shares; 2024Q4: 34,920 shares; 2025Q1: 28,816 shares; 2025Q2: 28,929 shares; 2025Q3: 29,700 shares; 2025Q4: 30,298 shares 30,298 $5.56M 0.11% +598 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: 64,208 shares; 2024Q4: 68,211 shares; 2025Q1: 68,527 shares; 2025Q2: 68,390 shares; 2025Q3: 68,269 shares; 2025Q4: 59,021 shares 59,021 $5.52M 0.11% -9,248 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,173 shares; 2024Q4: 117,952 shares; 2025Q1: 114,109 shares; 2025Q2: 111,933 shares; 2025Q3: 101,151 shares; 2025Q4: 69,000 shares 69,000 $5.44M 0.11% -32,151 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: 8,151 shares; 2024Q4: 7,437 shares; 2025Q1: 7,681 shares; 2025Q2: 10,329 shares; 2025Q3: 10,996 shares; 2025Q4: 9,360 shares 9,360 $5.36M 0.11% -1,636 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: 34,967 shares; 2024Q4: 34,145 shares; 2025Q1: 31,962 shares; 2025Q2: 28,096 shares; 2025Q3: 31,469 shares; 2025Q4: 34,538 shares 34,538 $5.26M 0.1% +3,069 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: 32,165 shares; 2024Q4: 33,044 shares; 2025Q1: 34,668 shares; 2025Q2: 35,248 shares; 2025Q3: 34,624 shares; 2025Q4: 33,163 shares 33,163 $5.13M 0.1% -1,461 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50,916 shares 50,916 $5.08M 0.1% new Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,915 shares; 2024Q4: 101,514 shares; 2025Q1: 94,372 shares; 2025Q2: 87,528 shares; 2025Q3: 74,595 shares; 2025Q4: 40,618 shares 40,618 $4.95M 0.1% -33,977 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: 17,569 shares; 2024Q4: 15,990 shares; 2025Q1: 15,127 shares; 2025Q2: 16,227 shares; 2025Q3: 14,482 shares; 2025Q4: 14,575 shares 14,575 $4.77M 0.09% +93 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: 51,579 shares; 2024Q4: 57,968 shares; 2025Q1: 51,975 shares; 2025Q2: 49,239 shares; 2025Q3: 49,329 shares; 2025Q4: 49,267 shares 49,267 $4.73M 0.09% -62 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: 35,449 shares; 2024Q4: 38,282 shares; 2025Q1: 30,653 shares; 2025Q2: 31,854 shares; 2025Q3: 31,440 shares; 2025Q4: 24,154 shares 24,154 $4.71M 0.09% -7,286 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,072 shares; 2024Q4: 13,734 shares; 2025Q1: 13,321 shares; 2025Q2: 13,207 shares; 2025Q3: 12,157 shares; 2025Q4: 10,129 shares 10,129 $4.6M 0.09% -2,028 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: 91,297 shares; 2024Q4: 91,016 shares; 2025Q1: 90,851 shares; 2025Q2: 91,121 shares; 2025Q3: 91,212 shares; 2025Q4: 95,224 shares 95,224 $4.43M 0.09% +4,012 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: 3,365 shares; 2024Q4: 3,803 shares; 2025Q1: 3,627 shares; 2025Q2: 6,844 shares; 2025Q3: 7,671 shares; 2025Q4: 13,851 shares 13,851 $4.32M 0.08% +6,180 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: 32,773 shares; 2024Q4: 36,683 shares; 2025Q1: 23,111 shares; 2025Q2: 23,111 shares; 2025Q3: 22,238 shares; 2025Q4: 31,147 shares 31,147 $4.29M 0.08% +8,909 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: 18,230 shares; 2024Q4: 20,902 shares; 2025Q1: 18,087 shares; 2025Q2: 21,291 shares; 2025Q3: 22,909 shares; 2025Q4: 26,731 shares 26,731 $4.28M 0.08% +3,822 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: 9,835 shares; 2024Q4: 10,763 shares; 2025Q1: 10,488 shares; 2025Q2: 9,513 shares; 2025Q3: 11,061 shares; 2025Q4: 11,348 shares 11,348 $3.99M 0.08% +287 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,209 shares; 2024Q4: 14,403 shares; 2025Q1: 11,981 shares; 2025Q2: 12,445 shares; 2025Q3: 14,180 shares; 2025Q4: 13,869 shares 13,869 $3.98M 0.08% -311 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: 26,189 shares; 2024Q4: 25,187 shares; 2025Q1: 24,331 shares; 2025Q2: 26,983 shares; 2025Q3: 44,427 shares; 2025Q4: 44,471 shares 44,471 $3.98M 0.08% +44 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: 36,020 shares; 2024Q4: 36,474 shares; 2025Q1: 36,124 shares; 2025Q2: 34,859 shares; 2025Q3: 35,873 shares; 2025Q4: 35,830 shares 35,830 $3.95M 0.08% -43 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: 15,506 shares; 2024Q4: 15,700 shares; 2025Q1: 15,573 shares; 2025Q2: 15,258 shares; 2025Q3: 15,258 shares; 2025Q4: 16,029 shares 16,029 $3.87M 0.08% +771 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: 13,227 shares; 2024Q4: 13,531 shares; 2025Q1: 13,447 shares; 2025Q2: 13,239 shares; 2025Q3: 13,268 shares; 2025Q4: 13,876 shares 13,876 $3.76M 0.07% +608 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: 24,058 shares; 2024Q4: 24,209 shares; 2025Q1: 24,629 shares; 2025Q2: 25,074 shares; 2025Q3: 24,531 shares; 2025Q4: 24,231 shares 24,231 $3.76M 0.07% -300 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: 25,613 shares; 2024Q4: 25,613 shares; 2025Q1: 25,243 shares; 2025Q2: 25,243 shares; 2025Q3: 25,243 shares; 2025Q4: 25,243 shares 25,243 $3.75M 0.07% 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: 41,314 shares; 2024Q4: 46,347 shares; 2025Q1: 41,014 shares; 2025Q2: 41,517 shares; 2025Q3: 41,712 shares; 2025Q4: 40,054 shares 40,054 $3.73M 0.07% -1,658 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: 25,704 shares; 2024Q4: 25,840 shares; 2025Q1: 25,640 shares; 2025Q2: 25,524 shares; 2025Q3: 25,524 shares; 2025Q4: 25,524 shares 25,524 $3.66M 0.07% 0 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: 2,244 shares; 2024Q4: 2,922 shares; 2025Q1: 2,801 shares; 2025Q2: 2,667 shares; 2025Q3: 3,333 shares; 2025Q4: 39,019 shares 39,019 $3.66M 0.07% +35,686 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: 140,000 shares; 2024Q4: 139,863 shares; 2025Q1: 120,185 shares; 2025Q2: 139,907 shares; 2025Q3: 141,724 shares; 2025Q4: 146,890 shares 146,890 $3.66M 0.07% +5,166 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: 24,887 shares; 2024Q4: 24,887 shares; 2025Q1: 24,887 shares; 2025Q2: 24,196 shares; 2025Q3: 29,073 shares; 2025Q4: 28,871 shares 28,871 $3.56M 0.07% -202 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: 55,977 shares; 2024Q4: 63,756 shares; 2025Q1: 63,412 shares; 2025Q2: 61,678 shares; 2025Q3: 62,253 shares; 2025Q4: 63,748 shares 63,748 $3.51M 0.07% +1,495 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: 9,901 shares; 2024Q4: 11,029 shares; 2025Q1: 10,995 shares; 2025Q2: 18,517 shares; 2025Q3: 18,485 shares; 2025Q4: 19,670 shares 19,670 $3.49M 0.07% +1,185 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: 51,060 shares; 2024Q4: 53,270 shares; 2025Q1: 53,485 shares; 2025Q2: 47,023 shares; 2025Q3: 43,172 shares; 2025Q4: 42,935 shares 42,935 $3.45M 0.07% -237 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: 33,906 shares; 2024Q4: 30,712 shares; 2025Q1: 20,656 shares; 2025Q2: 19,822 shares; 2025Q3: 17,020 shares; 2025Q4: 14,857 shares 14,857 $3.44M 0.07% -2,163 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: 3,227 shares; 2024Q4: 3,975 shares; 2025Q1: 3,292 shares; 2025Q2: 4,847 shares; 2025Q3: 4,977 shares; 2025Q4: 5,243 shares 5,243 $3.43M 0.07% +266 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: 37,636 shares; 2024Q4: 36,092 shares; 2025Q1: 36,026 shares; 2025Q2: 34,475 shares; 2025Q3: 34,640 shares; 2025Q4: 33,995 shares 33,995 $3.4M 0.07% -645 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: 3,055 shares; 2024Q4: 3,558 shares; 2025Q1: 3,532 shares; 2025Q2: 3,304 shares; 2025Q3: 3,552 shares; 2025Q4: 3,788 shares 3,788 $3.33M 0.07% +236 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,173 shares; 2024Q4: 47,762 shares; 2025Q1: 43,870 shares; 2025Q2: 43,089 shares; 2025Q3: 42,584 shares; 2025Q4: 39,471 shares 39,471 $3.28M 0.06% -3,113 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: 12,427 shares; 2024Q4: 13,444 shares; 2025Q1: 13,094 shares; 2025Q2: 12,280 shares; 2025Q3: 12,205 shares; 2025Q4: 12,137 shares 12,137 $3.26M 0.06% -68 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: 24,862 shares; 2024Q4: 25,852 shares; 2025Q1: 27,525 shares; 2025Q2: 19,847 shares; 2025Q3: 19,847 shares; 2025Q4: 15,074 shares 15,074 $3.19M 0.06% -4,773 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: 9,517 shares; 2024Q4: 9,517 shares; 2025Q1: 9,517 shares; 2025Q2: 9,517 shares; 2025Q3: 39,324 shares; 2025Q4: 39,324 shares 39,324 $3.19M 0.06% 0 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: 4,119 shares; 2024Q4: 12,506 shares; 2025Q1: 9,362 shares; 2025Q2: 12,953 shares; 2025Q3: 16,437 shares; 2025Q4: 17,126 shares 17,126 $3.15M 0.06% +689 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,825 shares; 2025Q3: 28,825 shares; 2025Q4: 28,825 shares 28,825 $3.08M 0.06% 0 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: 9,702 shares; 2024Q4: 10,507 shares; 2025Q1: 783,648 shares; 2025Q2: 1,739,491 shares; 2025Q3: 34,510 shares; 2025Q4: 28,846 shares 28,846 $2.9M 0.06% -5,664 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: 61,772 shares; 2024Q4: 70,283 shares; 2025Q1: 79,415 shares; 2025Q2: 77,075 shares; 2025Q3: 78,884 shares; 2025Q4: 27,560 shares 27,560 $2.89M 0.06% -51,324 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: 9,442 shares; 2024Q4: 9,328 shares; 2025Q1: 9,225 shares; 2025Q2: 12,010 shares; 2025Q3: 12,018 shares; 2025Q4: 11,713 shares 11,713 $2.88M 0.06% -305 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: 10,077 shares; 2024Q4: 10,077 shares; 2025Q1: 10,018 shares; 2025Q2: 10,018 shares; 2025Q3: 10,018 shares; 2025Q4: 10,018 shares 10,018 $2.88M 0.06% 0 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: not reported; 2024Q4: not reported; 2025Q1: 2,321 shares; 2025Q2: 2,607 shares; 2025Q3: 2,468 shares; 2025Q4: 29,603 shares 29,603 $2.84M 0.06% +27,135 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: 34,338 shares; 2024Q4: 103,014 shares; 2025Q1: 103,014 shares; 2025Q2: 103,014 shares; 2025Q3: 103,014 shares; 2025Q4: 103,014 shares 103,014 $2.83M 0.06% 0 Timeline VNT VONTIER CORPORATION More: the full row for VONTIER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,448 shares; 2024Q4: 93,658 shares; 2025Q1: 93,333 shares; 2025Q2: 91,719 shares; 2025Q3: 85,792 shares; 2025Q4: 75,809 shares 75,809 $2.82M 0.06% -9,983 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: 2,676 shares; 2024Q4: 2,550 shares; 2025Q1: 2,356 shares; 2025Q2: 7,098 shares; 2025Q3: 13,066 shares; 2025Q4: 12,962 shares 12,962 $2.71M 0.05% -104 Timeline PRGS PROGRESS SOFTWARE CORP More: the full row for PROGRESS SOFTWARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,948 shares; 2024Q4: 61,948 shares; 2025Q1: 61,948 shares; 2025Q2: 61,948 shares; 2025Q3: 61,948 shares; 2025Q4: 61,948 shares 61,948 $2.66M 0.05% 0 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: 7,713 shares; 2024Q4: 7,890 shares; 2025Q1: 7,911 shares; 2025Q2: 9,241 shares; 2025Q3: 9,241 shares; 2025Q4: 9,099 shares 9,099 $2.64M 0.05% -142 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: 105,750 shares; 2024Q4: 97,320 shares; 2025Q1: 84,885 shares; 2025Q2: 86,750 shares; 2025Q3: 77,662 shares; 2025Q4: 70,859 shares 70,859 $2.61M 0.05% -6,803 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: 11,028 shares; 2024Q4: 11,028 shares; 2025Q1: 24,808 shares; 2025Q2: 25,977 shares; 2025Q3: 26,425 shares; 2025Q4: 30,521 shares 30,521 $2.61M 0.05% +4,096 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: 15,602 shares; 2024Q4: 15,352 shares; 2025Q1: 15,352 shares; 2025Q2: 15,352 shares; 2025Q3: 15,352 shares; 2025Q4: 15,352 shares 15,352 $2.59M 0.05% 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: 2,813 shares; 2025Q1: 2,374 shares; 2025Q2: 2,367 shares; 2025Q3: 2,345 shares; 2025Q4: 2,403 shares 2,403 $2.57M 0.05% +58 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA 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: 19,463 shares 19,463 $2.55M 0.05% new 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: 63,353 shares; 2024Q4: 21,167 shares; 2025Q1: 20,072 shares; 2025Q2: 17,493 shares; 2025Q3: 40,154 shares; 2025Q4: 37,779 shares 37,779 $2.54M 0.05% -2,375 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: 158,109 shares; 2024Q4: 172,655 shares; 2025Q1: 185,015 shares; 2025Q2: 210,788 shares; 2025Q3: 199,771 shares; 2025Q4: 37,803 shares 37,803 $2.54M 0.05% -161,968 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: 6,406 shares; 2024Q4: 6,482 shares; 2025Q1: 6,831 shares; 2025Q2: 6,672 shares; 2025Q3: 6,622 shares; 2025Q4: 5,254 shares 5,254 $2.45M 0.05% -1,368 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: 47,060 shares; 2024Q4: 46,586 shares; 2025Q1: 45,478 shares; 2025Q2: 46,884 shares; 2025Q3: 46,177 shares; 2025Q4: 44,836 shares 44,836 $2.42M 0.05% -1,341 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: 43,202 shares; 2024Q4: 46,944 shares; 2025Q1: 50,987 shares; 2025Q2: 12,307 shares; 2025Q3: 9,113 shares; 2025Q4: 7,204 shares 7,204 $2.38M 0.05% -1,909 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: 6,000 shares; 2024Q4: 428,294 shares; 2025Q1: 414,627 shares; 2025Q2: 392,534 shares; 2025Q3: 18,114 shares; 2025Q4: 8,107 shares 8,107 $2.35M 0.05% -10,007 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 920 shares; 2024Q4: 1,022 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,104 shares; 2025Q4: 10,354 shares 10,354 $2.33M 0.05% +9,250 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,776 shares; 2024Q4: 4,125 shares; 2025Q1: 4,125 shares; 2025Q2: 4,142 shares; 2025Q3: 7,212 shares; 2025Q4: 29,102 shares 29,102 $2.31M 0.05% +21,890 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: 20,105 shares; 2024Q4: 23,784 shares; 2025Q1: 23,095 shares; 2025Q2: 18,825 shares; 2025Q3: 18,824 shares; 2025Q4: 66,224 shares 66,224 $2.3M 0.05% +47,400 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,630 shares; 2024Q4: 2,197 shares; 2025Q1: 2,130 shares; 2025Q2: 1,828 shares; 2025Q3: 1,764 shares; 2025Q4: 1,629 shares 1,629 $2.27M 0.04% -135 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: 13,002 shares; 2025Q1: 12,800 shares; 2025Q2: 12,749 shares; 2025Q3: 12,739 shares; 2025Q4: 13,047 shares 13,047 $2.23M 0.04% +308 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: 11,936 shares; 2024Q4: 11,936 shares; 2025Q1: 11,936 shares; 2025Q2: 10,941 shares; 2025Q3: 11,170 shares; 2025Q4: 11,429 shares 11,429 $2.18M 0.04% +259 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: 17,185 shares; 2024Q4: 18,272 shares; 2025Q1: 15,349 shares; 2025Q2: 14,694 shares; 2025Q3: 20,417 shares; 2025Q4: 12,576 shares 12,576 $2.15M 0.04% -7,841 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: 48,275 shares; 2024Q4: 46,776 shares; 2025Q1: 20,838 shares; 2025Q2: 16,443 shares; 2025Q3: 15,538 shares; 2025Q4: 11,006 shares 11,006 $2.15M 0.04% -4,532 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,180 shares; 2024Q4: 13,180 shares; 2025Q1: 13,224 shares; 2025Q2: 13,372 shares; 2025Q3: 13,134 shares; 2025Q4: 13,420 shares 13,420 $2.1M 0.04% +286 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,751 shares 34,751 $2.09M 0.04% new 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: 26,800 shares; 2024Q4: 24,120 shares; 2025Q1: 24,120 shares; 2025Q2: 24,120 shares; 2025Q3: 24,120 shares; 2025Q4: 48,240 shares 48,240 $2.06M 0.04% +24,120 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,383 shares; 2025Q4: 30,465 shares 30,465 $2.04M 0.04% +26,082 Timeline XHB 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: 19,499 shares; 2024Q4: 19,499 shares; 2025Q1: 19,499 shares; 2025Q2: 19,499 shares; 2025Q3: 19,499 shares; 2025Q4: 19,499 shares 19,499 $2.01M 0.04% 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: 6,824 shares; 2024Q4: 6,923 shares; 2025Q1: 6,926 shares; 2025Q2: 6,846 shares; 2025Q3: 7,071 shares; 2025Q4: 7,030 shares 7,030 $1.93M 0.04% -41 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: 23,320 shares; 2024Q4: 22,391 shares; 2025Q1: 22,326 shares; 2025Q2: 19,636 shares; 2025Q3: 20,368 shares; 2025Q4: 9,284 shares 9,284 $1.93M 0.04% -11,084 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: 11,254 shares; 2024Q4: 11,652 shares; 2025Q1: 11,672 shares; 2025Q2: 11,645 shares; 2025Q3: 11,846 shares; 2025Q4: 11,846 shares 11,846 $1.93M 0.04% 0 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: 4,868 shares; 2024Q4: 5,176 shares; 2025Q1: 5,378 shares; 2025Q2: 3,028 shares; 2025Q3: 2,744 shares; 2025Q4: 19,320 shares 19,320 $1.92M 0.04% +16,576 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: 437,575 shares; 2024Q4: 441,255 shares; 2025Q1: 454,381 shares; 2025Q2: 61,644 shares; 2025Q3: 43,627 shares; 2025Q4: 15,861 shares 15,861 $1.91M 0.04% -27,766 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: 2,238 shares; 2024Q4: 2,361 shares; 2025Q1: 2,350 shares; 2025Q2: 2,343 shares; 2025Q3: 2,310 shares; 2025Q4: 2,307 shares 2,307 $1.89M 0.04% -3 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: 8,657 shares; 2024Q4: 9,007 shares; 2025Q1: 8,991 shares; 2025Q2: 9,782 shares; 2025Q3: 9,534 shares; 2025Q4: 23,906 shares 23,906 $1.89M 0.04% +14,372 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: 8,639 shares; 2024Q4: 8,846 shares; 2025Q1: 8,820 shares; 2025Q2: 10,665 shares; 2025Q3: 8,972 shares; 2025Q4: 8,972 shares 8,972 $1.87M 0.04% 0 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: 13,789 shares; 2024Q4: 16,842 shares; 2025Q1: 15,089 shares; 2025Q2: 14,579 shares; 2025Q3: 12,515 shares; 2025Q4: 12,125 shares 12,125 $1.87M 0.04% -390 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: 5,853 shares; 2024Q4: 5,843 shares; 2025Q1: 5,826 shares; 2025Q2: 7,235 shares; 2025Q3: 7,298 shares; 2025Q4: 7,472 shares 7,472 $1.85M 0.04% +174 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,575 shares; 2024Q4: 46,863 shares; 2025Q1: 181,059 shares; 2025Q2: 213,786 shares; 2025Q3: 120,569 shares; 2025Q4: 36,221 shares 36,221 $1.84M 0.04% -84,348 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO 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: 30,932 shares; 2025Q3: 30,932 shares; 2025Q4: 42,634 shares 42,634 $1.83M 0.04% +11,702 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: 1,772 shares; 2024Q4: 1,893 shares; 2025Q1: 1,836 shares; 2025Q2: 1,826 shares; 2025Q3: 2,076 shares; 2025Q4: 2,076 shares 2,076 $1.82M 0.04% 0 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON 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: 17,663 shares; 2025Q4: 17,815 shares 17,815 $1.81M 0.04% +152 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: 4,312 shares; 2024Q4: 4,466 shares; 2025Q1: 4,485 shares; 2025Q2: 4,302 shares; 2025Q3: 3,991 shares; 2025Q4: 3,976 shares 3,976 $1.8M 0.04% -15 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,323 shares; 2024Q4: 10,323 shares; 2025Q1: 11,311 shares; 2025Q2: 12,235 shares; 2025Q3: 12,223 shares; 2025Q4: 12,707 shares 12,707 $1.8M 0.04% +484 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA 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: 26,612 shares 26,612 $1.79M 0.04% new 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: 4,149 shares; 2024Q4: 5,342 shares; 2025Q1: 5,414 shares; 2025Q2: 5,707 shares; 2025Q3: 6,504 shares; 2025Q4: 6,767 shares 6,767 $1.79M 0.04% +263 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: 13,723 shares; 2024Q4: 13,956 shares; 2025Q1: 13,956 shares; 2025Q2: 13,961 shares; 2025Q3: 13,961 shares; 2025Q4: 13,961 shares 13,961 $1.78M 0.03% 0 Timeline USHY 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: 47,369 shares 47,369 $1.77M 0.03% new Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,129 shares; 2024Q4: 14,222 shares; 2025Q1: 19,394 shares; 2025Q2: 18,494 shares; 2025Q3: 18,712 shares; 2025Q4: 18,242 shares 18,242 $1.76M 0.03% -470 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: 10,705 shares; 2024Q4: 11,802 shares; 2025Q1: 11,058 shares; 2025Q2: 9,420 shares; 2025Q3: 9,316 shares; 2025Q4: 9,978 shares 9,978 $1.73M 0.03% +662 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: 6,422 shares; 2024Q4: 8,824 shares; 2025Q1: 8,913 shares; 2025Q2: 8,365 shares; 2025Q3: 7,653 shares; 2025Q4: 6,837 shares 6,837 $1.68M 0.03% -816 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: 2,422 shares; 2024Q4: 2,580 shares; 2025Q1: 2,430 shares; 2025Q2: 2,318 shares; 2025Q3: 2,350 shares; 2025Q4: 2,505 shares 2,505 $1.66M 0.03% +155 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,052 shares; 2024Q4: 2,091 shares; 2025Q1: 2,379 shares; 2025Q2: 2,377 shares; 2025Q3: 2,381 shares; 2025Q4: 2,412 shares 2,412 $1.63M 0.03% +31 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: 3,042 shares; 2024Q4: 2,566 shares; 2025Q1: 2,092 shares; 2025Q2: 2,079 shares; 2025Q3: 2,079 shares; 2025Q4: 2,155 shares 2,155 $1.62M 0.03% +76 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168,627 shares; 2024Q4: 64,962 shares; 2025Q1: 45,010 shares; 2025Q2: 33,141 shares; 2025Q3: 21,021 shares; 2025Q4: 17,531 shares 17,531 $1.6M 0.03% -3,490 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: 2,908 shares; 2024Q4: 2,277 shares; 2025Q1: 2,268 shares; 2025Q2: 7,781 shares; 2025Q3: 7,929 shares; 2025Q4: 6,508 shares 6,508 $1.58M 0.03% -1,421 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: 8,087 shares; 2024Q4: 8,087 shares; 2025Q1: 8,787 shares; 2025Q2: 8,787 shares; 2025Q3: 8,787 shares; 2025Q4: 8,787 shares 8,787 $1.56M 0.03% 0 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,334 shares; 2024Q4: 9,831 shares; 2025Q1: 8,500 shares; 2025Q2: 8,127 shares; 2025Q3: 7,977 shares; 2025Q4: 7,977 shares 7,977 $1.56M 0.03% 0 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: 3,670 shares; 2024Q4: 3,975 shares; 2025Q1: 3,732 shares; 2025Q2: 3,782 shares; 2025Q3: 4,813 shares; 2025Q4: 4,872 shares 4,872 $1.55M 0.03% +59 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,552 shares; 2025Q4: 11,347 shares 11,347 $1.55M 0.03% +9,795 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: 3,783 shares; 2024Q4: 3,783 shares; 2025Q1: 3,783 shares; 2025Q2: 3,783 shares; 2025Q3: 4,883 shares; 2025Q4: 4,883 shares 4,883 $1.54M 0.03% 0 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,465 shares; 2024Q4: 2,370 shares; 2025Q1: 2,268 shares; 2025Q2: 2,147 shares; 2025Q3: 2,093 shares; 2025Q4: 2,688 shares 2,688 $1.52M 0.03% +595 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: 22,788 shares; 2024Q4: 21,918 shares; 2025Q1: 12,507 shares; 2025Q2: 12,507 shares; 2025Q3: 12,527 shares; 2025Q4: 12,471 shares 12,471 $1.52M 0.03% -56 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: 18,715 shares; 2024Q4: 18,715 shares; 2025Q1: 19,055 shares; 2025Q2: 19,055 shares; 2025Q3: 19,055 shares; 2025Q4: 18,333 shares 18,333 $1.51M 0.03% -722 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,835 shares; 2025Q4: 18,836 shares 18,836 $1.5M 0.03% -2,999 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: 2,198 shares; 2024Q4: 2,198 shares; 2025Q1: 3,598 shares; 2025Q2: 3,598 shares; 2025Q3: 3,598 shares; 2025Q4: 3,598 shares 3,598 $1.49M 0.03% 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: 9,172 shares; 2024Q4: 9,507 shares; 2025Q1: 9,164 shares; 2025Q2: 8,143 shares; 2025Q3: 8,050 shares; 2025Q4: 6,727 shares 6,727 $1.46M 0.03% -1,323 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: 17,827 shares 17,827 $1.46M 0.03% new 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: 19,368 shares; 2024Q4: 14,836 shares; 2025Q1: 14,836 shares; 2025Q2: 15,703 shares; 2025Q3: 20,518 shares; 2025Q4: 16,311 shares 16,311 $1.44M 0.03% -4,207 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: 8,463 shares; 2024Q4: 9,078 shares; 2025Q1: 10,366 shares; 2025Q2: 10,393 shares; 2025Q3: 11,288 shares; 2025Q4: 35,442 shares 35,442 $1.42M 0.03% +24,154 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: 15,878 shares; 2024Q4: 12,831 shares; 2025Q1: 10,871 shares; 2025Q2: 10,682 shares; 2025Q3: 12,209 shares; 2025Q4: 36,242 shares 36,242 $1.39M 0.03% +24,033 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: 29,032 shares; 2024Q4: 29,052 shares; 2025Q1: 28,745 shares; 2025Q2: 28,637 shares; 2025Q3: 28,632 shares; 2025Q4: 22,237 shares 22,237 $1.39M 0.03% -6,395 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,514 shares 4,514 $1.36M 0.03% new 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: 5,265 shares; 2024Q4: 4,905 shares; 2025Q1: 4,594 shares; 2025Q2: 4,957 shares; 2025Q3: 4,571 shares; 2025Q4: 9,392 shares 9,392 $1.35M 0.03% +4,821 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,589 shares; 2024Q4: 4,947 shares; 2025Q1: 4,950 shares; 2025Q2: 4,888 shares; 2025Q3: 4,500 shares; 2025Q4: 18,285 shares 18,285 $1.35M 0.03% +13,785 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,522 shares; 2024Q4: 28,177 shares; 2025Q1: 27,146 shares; 2025Q2: 28,936 shares; 2025Q3: 28,936 shares; 2025Q4: 26,957 shares 26,957 $1.32M 0.03% -1,979 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: 3,754 shares; 2024Q4: 3,752 shares; 2025Q1: 3,752 shares; 2025Q2: 3,752 shares; 2025Q3: 3,606 shares; 2025Q4: 3,512 shares 3,512 $1.31M 0.03% -94 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: 3,416 shares; 2024Q4: 4,327 shares; 2025Q1: 4,430 shares; 2025Q2: 3,094 shares; 2025Q3: 4,755 shares; 2025Q4: 6,000 shares 6,000 $1.28M 0.03% +1,245 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: 621 shares; 2024Q4: 1,051 shares; 2025Q1: 1,052 shares; 2025Q2: 1,048 shares; 2025Q3: 1,048 shares; 2025Q4: 1,048 shares 1,048 $1.27M 0.02% 0 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,764 shares; 2024Q4: 2,487 shares; 2025Q1: 2,184 shares; 2025Q2: 2,366 shares; 2025Q3: 2,289 shares; 2025Q4: 2,057 shares 2,057 $1.24M 0.02% -232 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: 5,321 shares; 2024Q4: 6,543 shares; 2025Q1: 5,872 shares; 2025Q2: 5,748 shares; 2025Q3: 5,736 shares; 2025Q4: 9,125 shares 9,125 $1.23M 0.02% +3,389 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: 5,586 shares; 2024Q4: 5,586 shares; 2025Q1: 5,586 shares; 2025Q2: 5,986 shares; 2025Q3: 5,926 shares; 2025Q4: 5,786 shares 5,786 $1.22M 0.02% -140 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: 17,792 shares; 2024Q4: 17,792 shares; 2025Q1: 17,792 shares; 2025Q2: 17,792 shares; 2025Q3: 15,420 shares; 2025Q4: 15,420 shares 15,420 $1.2M 0.02% 0 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: 8,729 shares; 2024Q4: 8,842 shares; 2025Q1: 8,905 shares; 2025Q2: 8,904 shares; 2025Q3: 8,880 shares; 2025Q4: 7,860 shares 7,860 $1.19M 0.02% -1,020 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: 5,121 shares; 2024Q4: 5,121 shares; 2025Q1: 4,547 shares; 2025Q2: 4,547 shares; 2025Q3: 4,673 shares; 2025Q4: 4,553 shares 4,553 $1.17M 0.02% -120 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: 32,466 shares; 2024Q4: 28,091 shares; 2025Q1: 14,640 shares; 2025Q2: 7,604 shares; 2025Q3: 6,134 shares; 2025Q4: 6,666 shares 6,666 $1.17M 0.02% +532 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: 860 shares; 2024Q4: 1,362 shares; 2025Q1: 1,143 shares; 2025Q2: 1,095 shares; 2025Q3: 1,061 shares; 2025Q4: 1,080 shares 1,080 $1.16M 0.02% +19 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,527 shares 19,527 $1.15M 0.02% new Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,264 shares 17,264 $1.13M 0.02% new 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: 738 shares; 2024Q4: 793 shares; 2025Q1: 809 shares; 2025Q2: 12,195 shares; 2025Q3: 12,285 shares; 2025Q4: 12,285 shares 12,285 $1.12M 0.02% 0 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,961 shares; 2025Q3: 3,961 shares; 2025Q4: 3,961 shares 3,961 $1.11M 0.02% 0 Timeline VAW 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: 5,957 shares; 2024Q4: 5,447 shares; 2025Q1: 5,297 shares; 2025Q2: 5,297 shares; 2025Q3: 5,297 shares; 2025Q4: 5,297 shares 5,297 $1.1M 0.02% 0 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: 12,611 shares; 2024Q4: 13,220 shares; 2025Q1: 13,036 shares; 2025Q2: 12,381 shares; 2025Q3: 12,376 shares; 2025Q4: 12,543 shares 12,543 $1.09M 0.02% +167 Timeline IQLT 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: 24,505 shares; 2025Q3: 23,777 shares; 2025Q4: 23,777 shares 23,777 $1.08M 0.02% 0 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,108 shares; 2024Q4: 9,108 shares; 2025Q1: 9,368 shares; 2025Q2: 9,421 shares; 2025Q3: 9,421 shares; 2025Q4: 22,711 shares 22,711 $1.08M 0.02% +13,290 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: 2,262 shares; 2024Q4: 2,344 shares; 2025Q1: 2,369 shares; 2025Q2: 2,343 shares; 2025Q3: 2,343 shares; 2025Q4: 2,761 shares 2,761 $1.07M 0.02% +418 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: 6,566 shares; 2024Q4: 7,986 shares; 2025Q1: 7,986 shares; 2025Q2: 9,882 shares; 2025Q3: 8,947 shares; 2025Q4: 9,191 shares 9,191 $1.07M 0.02% +244 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: not reported; 2024Q4: 7,760 shares; 2025Q1: 7,760 shares; 2025Q2: 10,143 shares; 2025Q3: 10,060 shares; 2025Q4: 7,760 shares 7,760 $1.06M 0.02% -2,300 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,766 shares; 2024Q4: 6,002 shares; 2025Q1: 5,979 shares; 2025Q2: 6,020 shares; 2025Q3: 6,020 shares; 2025Q4: 6,566 shares 6,566 $1.06M 0.02% +546 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: 2,038 shares; 2024Q4: 2,733 shares; 2025Q1: 2,783 shares; 2025Q2: 2,587 shares; 2025Q3: 2,718 shares; 2025Q4: 3,693 shares 3,693 $1.05M 0.02% +975 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,779 shares; 2024Q4: 3,998 shares; 2025Q1: 3,898 shares; 2025Q2: 3,880 shares; 2025Q3: 3,880 shares; 2025Q4: 3,810 shares 3,810 $1.05M 0.02% -70 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: 1,897 shares; 2024Q4: 1,991 shares; 2025Q1: 1,996 shares; 2025Q2: 1,990 shares; 2025Q3: 2,029 shares; 2025Q4: 2,029 shares 2,029 $1.04M 0.02% 0 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: 276 shares; 2024Q4: 295 shares; 2025Q1: 295 shares; 2025Q2: 290 shares; 2025Q3: 291 shares; 2025Q4: 304 shares 304 $1.03M 0.02% +13 Timeline VGK 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: 32,144 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,053 shares; 2025Q3: 12,255 shares; 2025Q4: 12,255 shares 12,255 $1.02M 0.02% 0 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,557 shares; 2024Q4: 2,589 shares; 2025Q1: 2,615 shares; 2025Q2: 2,307 shares; 2025Q3: 2,328 shares; 2025Q4: 2,292 shares 2,292 $1.02M 0.02% -36 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,281 shares; 2024Q4: 15,302 shares; 2025Q1: 14,689 shares; 2025Q2: 14,655 shares; 2025Q3: 14,657 shares; 2025Q4: 13,691 shares 13,691 $1.02M 0.02% -966 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,776 shares; 2025Q2: 18,878 shares; 2025Q3: 19,174 shares; 2025Q4: 19,991 shares 19,991 $993K 0.02% +817 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,950 shares; 2024Q4: 4,950 shares; 2025Q1: 4,950 shares; 2025Q2: 4,950 shares; 2025Q3: 4,950 shares; 2025Q4: 4,950 shares 4,950 $988K 0.02% 0 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,161 shares; 2024Q4: 2,607 shares; 2025Q1: 2,698 shares; 2025Q2: 2,693 shares; 2025Q3: 2,693 shares; 2025Q4: 3,307 shares 3,307 $979K 0.02% +614 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: 3,491 shares; 2024Q4: 3,575 shares; 2025Q1: 2,915 shares; 2025Q2: 2,868 shares; 2025Q3: 2,922 shares; 2025Q4: 3,033 shares 3,033 $941K 0.02% +111 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,020 shares; 2024Q4: 11,777 shares; 2025Q1: 11,777 shares; 2025Q2: 21,285 shares; 2025Q3: 25,946 shares; 2025Q4: 25,946 shares 25,946 $920K 0.02% 0 Timeline HEFA 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: 22,056 shares; 2024Q4: 22,056 shares; 2025Q1: 22,056 shares; 2025Q2: 22,056 shares; 2025Q3: 22,056 shares; 2025Q4: 22,056 shares 22,056 $912K 0.02% 0 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: 719 shares; 2024Q4: 827 shares; 2025Q1: 864 shares; 2025Q2: 702 shares; 2025Q3: 1,176 shares; 2025Q4: 5,840 shares 5,840 $895K 0.02% +4,664 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: 6,220 shares; 2024Q4: 6,451 shares; 2025Q1: 6,494 shares; 2025Q2: 5,123 shares; 2025Q3: 5,123 shares; 2025Q4: 5,477 shares 5,477 $893K 0.02% +354 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: 13,755 shares; 2024Q4: 18,661 shares; 2025Q1: 14,430 shares; 2025Q2: 14,341 shares; 2025Q3: 14,341 shares; 2025Q4: 16,742 shares 16,742 $885K 0.02% +2,401 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: 5,537 shares; 2024Q4: 6,957 shares; 2025Q1: 4,021 shares; 2025Q2: 3,999 shares; 2025Q3: 3,999 shares; 2025Q4: 3,999 shares 3,999 $879K 0.02% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,374 shares; 2024Q4: 2,557 shares; 2025Q1: 1,991 shares; 2025Q2: 2,421 shares; 2025Q3: 2,433 shares; 2025Q4: 2,387 shares 2,387 $843K 0.02% -46 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO 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: 12,733 shares 12,733 $834K 0.02% new Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,187 shares; 2024Q4: 25,812 shares; 2025Q1: 28,047 shares; 2025Q2: 36,356 shares; 2025Q3: 37,785 shares; 2025Q4: 33,534 shares 33,534 $833K 0.02% -4,251 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: 23,533 shares; 2024Q4: 25,024 shares; 2025Q1: 21,409 shares; 2025Q2: 21,117 shares; 2025Q3: 19,995 shares; 2025Q4: 20,075 shares 20,075 $818K 0.02% +80 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: 4,739 shares; 2024Q4: 4,382 shares; 2025Q1: 4,382 shares; 2025Q2: 4,382 shares; 2025Q3: 4,382 shares; 2025Q4: 4,382 shares 4,382 $811K 0.02% 0 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,229 shares; 2024Q4: 21,231 shares; 2025Q1: 21,466 shares; 2025Q2: 21,266 shares; 2025Q3: 22,416 shares; 2025Q4: 21,642 shares 21,642 $801K 0.02% -774 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: 6,943 shares; 2024Q4: 7,668 shares; 2025Q1: 7,617 shares; 2025Q2: 6,315 shares; 2025Q3: 7,239 shares; 2025Q4: 6,261 shares 6,261 $799K 0.02% -978 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: 5,820 shares; 2024Q4: 9,873 shares; 2025Q1: 10,403 shares; 2025Q2: 10,415 shares; 2025Q3: 10,308 shares; 2025Q4: 8,683 shares 8,683 $798K 0.02% -1,625 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: 179,789 shares; 2024Q4: 79,972 shares; 2025Q1: 47,916 shares; 2025Q2: 23,898 shares; 2025Q3: 17,925 shares; 2025Q4: 12,498 shares 12,498 $796K 0.02% -5,427 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,823 shares; 2024Q4: 2,992 shares; 2025Q1: 2,992 shares; 2025Q2: 2,979 shares; 2025Q3: 2,854 shares; 2025Q4: 2,744 shares 2,744 $792K 0.02% -110 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: 3,697 shares; 2024Q4: 8,214 shares; 2025Q1: 4,283 shares; 2025Q2: 5,029 shares; 2025Q3: 5,130 shares; 2025Q4: 4,923 shares 4,923 $790K 0.02% -207 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: 35,851 shares; 2024Q4: 37,179 shares; 2025Q1: 38,243 shares; 2025Q2: 35,577 shares; 2025Q3: 33,169 shares; 2025Q4: 26,112 shares 26,112 $780K 0.02% -7,057 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,183 shares; 2025Q3: not reported; 2025Q4: 9,374 shares 9,374 $776K 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: 5,820 shares; 2024Q4: 6,255 shares; 2025Q1: 5,825 shares; 2025Q2: 5,490 shares; 2025Q3: 5,490 shares; 2025Q4: 5,490 shares 5,490 $775K 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: 19,991 shares; 2024Q4: 14,722 shares; 2025Q1: 15,623 shares; 2025Q2: 17,025 shares; 2025Q3: 10,829 shares; 2025Q4: 9,668 shares 9,668 $767K 0.02% -1,161 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,824 shares; 2024Q4: 1,857 shares; 2025Q1: 1,821 shares; 2025Q2: 1,490 shares; 2025Q3: 1,492 shares; 2025Q4: 1,327 shares 1,327 $757K 0.01% -165 Timeline VDC 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: 4,500 shares; 2024Q4: 4,021 shares; 2025Q1: 3,500 shares; 2025Q2: 3,500 shares; 2025Q3: 3,500 shares; 2025Q4: 3,500 shares 3,500 $739K 0.01% 0 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: 3,424 shares; 2024Q4: 7,500 shares; 2025Q1: 8,127 shares; 2025Q2: 8,127 shares; 2025Q3: 8,190 shares; 2025Q4: 10,014 shares 10,014 $736K 0.01% +1,824 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: 1,926 shares; 2024Q4: 1,918 shares; 2025Q1: 2,078 shares; 2025Q2: 2,254 shares; 2025Q3: 2,131 shares; 2025Q4: 2,131 shares 2,131 $717K 0.01% 0 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: 8,456 shares; 2024Q4: 8,344 shares; 2025Q1: 8,190 shares; 2025Q2: 5,750 shares; 2025Q3: 5,778 shares; 2025Q4: 5,469 shares 5,469 $714K 0.01% -309 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: 11,468 shares; 2024Q4: 10,336 shares; 2025Q1: 7,055 shares; 2025Q2: 6,737 shares; 2025Q3: 21,677 shares; 2025Q4: 7,135 shares 7,135 $713K 0.01% -14,542 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 151 shares; 2025Q3: not reported; 2025Q4: 9,875 shares 9,875 $707K 0.01% new Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,349 shares; 2025Q3: 6,739 shares; 2025Q4: 6,346 shares 6,346 $695K 0.01% -393 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: 2,627 shares; 2024Q4: 2,673 shares; 2025Q1: 2,346 shares; 2025Q2: 2,343 shares; 2025Q3: 2,337 shares; 2025Q4: 2,337 shares 2,337 $686K 0.01% 0 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,015 shares; 2024Q4: 2,079 shares; 2025Q1: 2,139 shares; 2025Q2: 2,132 shares; 2025Q3: 2,092 shares; 2025Q4: 3,767 shares 3,767 $686K 0.01% +1,675 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: 3,404 shares; 2024Q4: 4,084 shares; 2025Q1: 3,764 shares; 2025Q2: 3,740 shares; 2025Q3: 6,569 shares; 2025Q4: 7,144 shares 7,144 $681K 0.01% +575 Timeline U UNITY SOFTWARE INC More: the full row for UNITY SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,200 shares; 2024Q4: 69,240 shares; 2025Q1: 15,396 shares; 2025Q2: 15,396 shares; 2025Q3: 15,396 shares; 2025Q4: 15,396 shares 15,396 $680K 0.01% 0 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: not reported; 2024Q4: 1,474 shares; 2025Q1: 2,224 shares; 2025Q2: 2,224 shares; 2025Q3: 2,224 shares; 2025Q4: 2,224 shares 2,224 $672K 0.01% 0 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: 12,110 shares; 2024Q4: 11,810 shares; 2025Q1: 14,260 shares; 2025Q2: 14,260 shares; 2025Q3: 13,985 shares; 2025Q4: 12,267 shares 12,267 $672K 0.01% -1,718 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: 2,900 shares; 2024Q4: 3,150 shares; 2025Q1: 3,149 shares; 2025Q2: 3,147 shares; 2025Q3: 3,147 shares; 2025Q4: 3,147 shares 3,147 $667K 0.01% 0 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: 29,589 shares; 2024Q4: 6,825 shares; 2025Q1: 11,091 shares; 2025Q2: 11,091 shares; 2025Q3: 13,346 shares; 2025Q4: 12,398 shares 12,398 $667K 0.01% -948 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: 19,840 shares; 2024Q4: 21,257 shares; 2025Q1: 20,333 shares; 2025Q2: 19,970 shares; 2025Q3: 18,279 shares; 2025Q4: 18,279 shares 18,279 $663K 0.01% 0 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,152 shares; 2024Q4: 5,142 shares; 2025Q1: 5,142 shares; 2025Q2: 5,142 shares; 2025Q3: 5,142 shares; 2025Q4: 4,706 shares 4,706 $658K 0.01% -436 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: 5,443 shares; 2024Q4: 3,992 shares; 2025Q1: 3,977 shares; 2025Q2: 3,859 shares; 2025Q3: 3,859 shares; 2025Q4: 3,875 shares 3,875 $628K 0.01% +16 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 444 shares; 2024Q4: 478 shares; 2025Q1: 476 shares; 2025Q2: 471 shares; 2025Q3: 460 shares; 2025Q4: 466 shares 466 $620K 0.01% +6 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: 6,759 shares; 2024Q4: 7,236 shares; 2025Q1: 7,088 shares; 2025Q2: 7,055 shares; 2025Q3: 7,055 shares; 2025Q4: 7,052 shares 7,052 $617K 0.01% -3 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: 5,177 shares; 2024Q4: 5,177 shares; 2025Q1: 5,177 shares; 2025Q2: 5,177 shares; 2025Q3: 5,177 shares; 2025Q4: 5,177 shares 5,177 $609K 0.01% 0 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: 1,768 shares; 2024Q4: 1,824 shares; 2025Q1: 1,780 shares; 2025Q2: 1,766 shares; 2025Q3: 1,812 shares; 2025Q4: 6,016 shares 6,016 $607K 0.01% +4,204 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,476 shares; 2024Q4: 2,396 shares; 2025Q1: 2,339 shares; 2025Q2: 2,326 shares; 2025Q3: 2,332 shares; 2025Q4: 2,336 shares 2,336 $605K 0.01% +4 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: 4,833 shares; 2025Q1: 4,613 shares; 2025Q2: 4,572 shares; 2025Q3: 4,572 shares; 2025Q4: 4,610 shares 4,610 $604K 0.01% +38 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 740 shares; 2024Q4: 740 shares; 2025Q1: 740 shares; 2025Q2: 751 shares; 2025Q3: 740 shares; 2025Q4: 2,085 shares 2,085 $599K 0.01% +1,345 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,021 shares; 2024Q4: 7,877 shares; 2025Q1: 8,156 shares; 2025Q2: 8,103 shares; 2025Q3: 8,603 shares; 2025Q4: 11,103 shares 11,103 $592K 0.01% +2,500 Timeline FDN 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: 2,470 shares; 2024Q4: 2,470 shares; 2025Q1: 2,215 shares; 2025Q2: 2,190 shares; 2025Q3: 2,190 shares; 2025Q4: 2,190 shares 2,190 $590K 0.01% 0 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: 6,025 shares; 2024Q4: 6,025 shares; 2025Q1: 5,937 shares; 2025Q2: 5,148 shares; 2025Q3: 5,148 shares; 2025Q4: 5,148 shares 5,148 $586K 0.01% 0 Timeline LLYVK LIBERTY LIVE HOLDINGS INC More: the full row for LIBERTY LIVE HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,005 shares 7,005 $583K 0.01% new 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: not reported; 2025Q1: not reported; 2025Q2: 2,493 shares; 2025Q3: 3,003 shares; 2025Q4: 3,252 shares 3,252 $578K 0.01% +249 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: 5,113 shares; 2024Q4: 5,138 shares; 2025Q1: 5,095 shares; 2025Q2: 4,696 shares; 2025Q3: 4,418 shares; 2025Q4: 4,185 shares 4,185 $577K 0.01% -233 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: 5,577 shares; 2025Q1: 4,474 shares; 2025Q2: 3,267 shares; 2025Q3: 3,381 shares; 2025Q4: 3,555 shares 3,555 $572K 0.01% +174 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: 6,918 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,004 shares 24,004 $569K 0.01% new Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,964 shares; 2024Q4: 10,831 shares; 2025Q1: 10,995 shares; 2025Q2: 9,830 shares; 2025Q3: 9,090 shares; 2025Q4: 8,937 shares 8,937 $567K 0.01% -153 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares 12,000 $563K 0.01% 0 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: 7,520 shares; 2024Q4: 12,389 shares; 2025Q1: 8,393 shares; 2025Q2: 9,262 shares; 2025Q3: 9,546 shares; 2025Q4: 9,538 shares 9,538 $550K 0.01% -8 Timeline MLRG 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: 5,739 shares; 2024Q4: 5,739 shares; 2025Q1: 5,739 shares; 2025Q2: 5,739 shares; 2025Q3: 5,739 shares; 2025Q4: 5,739 shares 5,739 $542K 0.01% 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: 1,139 shares; 2024Q4: 1,268 shares; 2025Q1: 1,263 shares; 2025Q2: 1,442 shares; 2025Q3: 1,143 shares; 2025Q4: 1,117 shares 1,117 $540K 0.01% -26 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,331 shares; 2024Q4: 5,051 shares; 2025Q1: 5,051 shares; 2025Q2: 5,051 shares; 2025Q3: 5,051 shares; 2025Q4: 4,813 shares 4,813 $540K 0.01% -238 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: 12,905 shares; 2024Q4: 14,235 shares; 2025Q1: 14,262 shares; 2025Q2: 10,629 shares; 2025Q3: 10,753 shares; 2025Q4: 10,556 shares 10,556 $536K 0.01% -197 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,101 shares; 2024Q4: 1,101 shares; 2025Q1: 1,101 shares; 2025Q2: 1,101 shares; 2025Q3: 1,101 shares; 2025Q4: 1,101 shares 1,101 $529K 0.01% 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: 957 shares; 2024Q4: 957 shares; 2025Q1: 957 shares; 2025Q2: 957 shares; 2025Q3: 957 shares; 2025Q4: 1,303 shares 1,303 $513K 0.01% +346 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,303 shares; 2025Q3: 6,700 shares; 2025Q4: 6,700 shares 6,700 $512K 0.01% 0 Timeline SEB SEABOARD CORP DEL More: the full row for SEABOARD CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180 shares; 2024Q4: 180 shares; 2025Q1: 180 shares; 2025Q2: 121 shares; 2025Q3: 121 shares; 2025Q4: 115 shares 115 $511K 0.01% -6 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: 7,483 shares; 2024Q4: 11,336 shares; 2025Q1: 7,954 shares; 2025Q2: 7,302 shares; 2025Q3: 9,794 shares; 2025Q4: 9,294 shares 9,294 $500K 0.01% -500 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,416 shares 3,416 $492K 0.01% new Timeline LION LIONSGATE STUDIOS CORP More: the full row for LIONSGATE STUDIOS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 53,725 shares 53,725 $491K 0.01% new Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,763 shares; 2025Q1: 1,913 shares; 2025Q2: 1,898 shares; 2025Q3: 1,879 shares; 2025Q4: 2,003 shares 2,003 $487K 0.01% +124 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: 6,957 shares; 2024Q4: 7,558 shares; 2025Q1: 2,085 shares; 2025Q2: 2,085 shares; 2025Q3: 2,000 shares; 2025Q4: 4,000 shares 4,000 $478K 0.01% +2,000 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: not reported; 2024Q4: not reported; 2025Q1: 673 shares; 2025Q2: 648 shares; 2025Q3: 1,018 shares; 2025Q4: 1,016 shares 1,016 $476K 0.01% -2 Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,617 shares; 2024Q4: 23,615 shares; 2025Q1: 23,805 shares; 2025Q2: 23,805 shares; 2025Q3: 23,615 shares; 2025Q4: 23,615 shares 23,615 $472K 0.01% 0 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,365 shares; 2024Q4: 5,345 shares; 2025Q1: 5,471 shares; 2025Q2: 6,300 shares; 2025Q3: 6,325 shares; 2025Q4: 6,333 shares 6,333 $470K 0.01% +8 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: 1,685 shares; 2024Q4: 1,832 shares; 2025Q1: 1,833 shares; 2025Q2: 1,681 shares; 2025Q3: 1,189 shares; 2025Q4: 1,189 shares 1,189 $463K 0.01% 0 Timeline IUSV 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: 4,685 shares; 2024Q4: 4,685 shares; 2025Q1: 4,500 shares; 2025Q2: 4,500 shares; 2025Q3: 4,500 shares; 2025Q4: 4,500 shares 4,500 $461K 0.01% 0 Timeline VCEB VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,181 shares 7,181 $457K 0.01% new Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,317 shares; 2024Q4: 5,339 shares; 2025Q1: 5,126 shares; 2025Q2: 3,746 shares; 2025Q3: 3,801 shares; 2025Q4: 3,514 shares 3,514 $453K 0.01% -287 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: 5,494 shares; 2024Q4: 5,494 shares; 2025Q1: 5,494 shares; 2025Q2: 5,494 shares; 2025Q3: 5,494 shares; 2025Q4: 5,494 shares 5,494 $453K 0.01% 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: 5,708 shares; 2024Q4: 4,974 shares; 2025Q1: 4,974 shares; 2025Q2: 4,546 shares; 2025Q3: 4,106 shares; 2025Q4: 3,656 shares 3,656 $450K 0.01% -450 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: 9,369 shares; 2024Q4: 9,722 shares; 2025Q1: 9,808 shares; 2025Q2: 3,570 shares; 2025Q3: 3,556 shares; 2025Q4: 3,639 shares 3,639 $447K 0.01% +83 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,300 shares; 2024Q4: 2,304 shares; 2025Q1: not reported; 2025Q2: 2,296 shares; 2025Q3: 2,304 shares; 2025Q4: 2,304 shares 2,304 $446K 0.01% 0 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,460 shares; 2024Q4: 9,516 shares; 2025Q1: 9,451 shares; 2025Q2: 9,405 shares; 2025Q3: 9,329 shares; 2025Q4: 9,224 shares 9,224 $440K 0.01% -105 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: 3,242 shares; 2024Q4: 3,714 shares; 2025Q1: 2,787 shares; 2025Q2: 4,845 shares; 2025Q3: 4,871 shares; 2025Q4: 5,357 shares 5,357 $439K 0.01% +486 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,535 shares; 2025Q2: 2,516 shares; 2025Q3: 2,519 shares; 2025Q4: 2,993 shares 2,993 $439K 0.01% +474 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,291 shares; 2024Q4: 6,233 shares; 2025Q1: 6,368 shares; 2025Q2: 9,118 shares; 2025Q3: 7,768 shares; 2025Q4: 7,228 shares 7,228 $436K 0.01% -540 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,088 shares; 2024Q4: 1,112 shares; 2025Q1: 1,451 shares; 2025Q2: 1,425 shares; 2025Q3: 1,208 shares; 2025Q4: 1,338 shares 1,338 $434K 0.01% +130 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,931 shares; 2025Q1: 6,174 shares; 2025Q2: 6,134 shares; 2025Q3: 6,134 shares; 2025Q4: 5,488 shares 5,488 $432K 0.01% -646 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,606 shares; 2024Q4: 5,360 shares; 2025Q1: 1,800 shares; 2025Q2: 1,800 shares; 2025Q3: 4,662 shares; 2025Q4: 4,279 shares 4,279 $432K 0.01% -383 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: 1,179 shares; 2024Q4: 1,447 shares; 2025Q1: 1,567 shares; 2025Q2: 1,565 shares; 2025Q3: 1,609 shares; 2025Q4: 2,099 shares 2,099 $426K 0.01% +490 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,895 shares; 2025Q2: 1,895 shares; 2025Q3: 1,895 shares; 2025Q4: 1,895 shares 1,895 $426K 0.01% 0 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: 3,575 shares; 2024Q4: 3,575 shares; 2025Q1: 9,293 shares; 2025Q2: 7,435 shares; 2025Q3: 7,435 shares; 2025Q4: 7,435 shares 7,435 $426K 0.01% 0 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,234 shares; 2025Q2: 1,234 shares; 2025Q3: 1,234 shares; 2025Q4: 1,234 shares 1,234 $423K 0.01% 0 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: 3,262 shares; 2024Q4: 3,536 shares; 2025Q1: 3,492 shares; 2025Q2: 5,748 shares; 2025Q3: 9,348 shares; 2025Q4: 10,516 shares 10,516 $422K 0.01% +1,168 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,063 shares 3,063 $417K 0.01% new Timeline DLN 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: 4,710 shares; 2024Q4: 4,710 shares; 2025Q1: 4,710 shares; 2025Q2: 4,710 shares; 2025Q3: 4,710 shares; 2025Q4: 4,710 shares 4,710 $415K 0.01% 0 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: 3,714 shares; 2024Q4: 5,109 shares; 2025Q1: 4,310 shares; 2025Q2: 3,291 shares; 2025Q3: 3,257 shares; 2025Q4: 3,292 shares 3,292 $414K 0.01% +35 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,384 shares; 2024Q4: 5,384 shares; 2025Q1: 5,384 shares; 2025Q2: 5,384 shares; 2025Q3: 5,552 shares; 2025Q4: 5,552 shares 5,552 $413K 0.01% 0 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192 shares; 2024Q4: 193 shares; 2025Q1: 193 shares; 2025Q2: 207 shares; 2025Q3: 192 shares; 2025Q4: 192 shares 192 $413K 0.01% 0 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,212 shares; 2024Q4: 1,440 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,352 shares; 2025Q4: 2,180 shares 2,180 $410K 0.01% -172 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,450 shares; 2025Q1: 1,856 shares; 2025Q2: 1,799 shares; 2025Q3: 1,799 shares; 2025Q4: 1,799 shares 1,799 $409K 0.01% 0 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: 2,340 shares; 2024Q4: 3,245 shares; 2025Q1: 3,225 shares; 2025Q2: 3,224 shares; 2025Q3: 3,224 shares; 2025Q4: 3,224 shares 3,224 $402K 0.01% 0 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: 4,574 shares; 2024Q4: 7,391 shares; 2025Q1: 4,312 shares; 2025Q2: 4,106 shares; 2025Q3: 4,595 shares; 2025Q4: 4,474 shares 4,474 $391K 0.01% -121 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: 5,832 shares; 2024Q4: 5,832 shares; 2025Q1: 5,832 shares; 2025Q2: 5,832 shares; 2025Q3: 5,832 shares; 2025Q4: 4,782 shares 4,782 $388K 0.01% -1,050 Timeline SOXX 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: 1,185 shares; 2024Q4: 1,155 shares; 2025Q1: 1,125 shares; 2025Q2: 1,153 shares; 2025Q3: 1,226 shares; 2025Q4: 1,287 shares 1,287 $388K 0.01% +61 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,321 shares; 2024Q4: 2,207 shares; 2025Q1: 2,231 shares; 2025Q2: 2,235 shares; 2025Q3: 2,235 shares; 2025Q4: 2,068 shares 2,068 $381K 0.01% -167 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: 833 shares; 2024Q4: 915 shares; 2025Q1: 945 shares; 2025Q2: 939 shares; 2025Q3: 945 shares; 2025Q4: 1,078 shares 1,078 $380K 0.01% +133 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,311 shares; 2024Q4: 1,418 shares; 2025Q1: 1,374 shares; 2025Q2: 1,379 shares; 2025Q3: 1,414 shares; 2025Q4: 1,388 shares 1,388 $379K 0.01% -26 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,545 shares; 2025Q1: 3,940 shares; 2025Q2: 3,940 shares; 2025Q3: 4,035 shares; 2025Q4: 3,219 shares 3,219 $371K 0.01% -816 Timeline EQAL 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: 10,385 shares; 2024Q4: 7,265 shares; 2025Q1: 7,265 shares; 2025Q2: 7,265 shares; 2025Q3: 7,050 shares; 2025Q4: 7,050 shares 7,050 $371K 0.01% 0 Timeline IGSB 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: 7,015 shares; 2025Q3: 7,015 shares; 2025Q4: 7,015 shares 7,015 $371K 0.01% 0 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,649 shares; 2025Q1: 1,715 shares; 2025Q2: 4,465 shares; 2025Q3: 1,719 shares; 2025Q4: 1,719 shares 1,719 $368K 0.01% 0 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 562 shares; 2024Q4: 595 shares; 2025Q1: 797 shares; 2025Q2: 795 shares; 2025Q3: 795 shares; 2025Q4: 589 shares 589 $367K 0.01% -206 Timeline EFAX 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: 7,534 shares; 2024Q4: 7,514 shares; 2025Q1: 7,038 shares; 2025Q2: 7,038 shares; 2025Q3: 7,038 shares; 2025Q4: 7,043 shares 7,043 $355K 0.01% +5 Timeline RGEF TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,557 shares; 2025Q2: 11,557 shares; 2025Q3: 11,557 shares; 2025Q4: 11,557 shares 11,557 $354K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 16,810 shares; 2025Q2: 16,810 shares; 2025Q3: 16,810 shares; 2025Q4: 16,810 shares 16,810 $353K 0.01% 0 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,010 shares; 2024Q4: 1,031 shares; 2025Q1: 1,027 shares; 2025Q2: 1,025 shares; 2025Q3: 1,022 shares; 2025Q4: 1,022 shares 1,022 $352K 0.01% 0 Timeline SJNK 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: 13,880 shares; 2025Q2: 13,880 shares; 2025Q3: 13,880 shares; 2025Q4: 13,880 shares 13,880 $351K 0.01% 0 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: 3,408 shares; 2024Q4: 3,589 shares; 2025Q1: 3,729 shares; 2025Q2: 5,656 shares; 2025Q3: 4,194 shares; 2025Q4: 4,163 shares 4,163 $351K 0.01% -31 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 741 shares; 2025Q3: 3,876 shares; 2025Q4: 3,876 shares 3,876 $350K 0.01% 0 Timeline GSLC 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: 2,750 shares; 2024Q4: 2,640 shares; 2025Q1: 2,640 shares; 2025Q2: 2,640 shares; 2025Q3: 2,640 shares; 2025Q4: 2,640 shares 2,640 $349K 0.01% 0 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,835 shares; 2024Q4: 1,811 shares; 2025Q1: not reported; 2025Q2: 1,564 shares; 2025Q3: not reported; 2025Q4: 2,529 shares 2,529 $343K 0.01% new Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,645 shares; 2025Q2: 1,668 shares; 2025Q3: 1,668 shares; 2025Q4: 1,668 shares 1,668 $342K 0.01% 0 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: not reported; 2024Q4: 4,988 shares; 2025Q1: 4,314 shares; 2025Q2: 4,314 shares; 2025Q3: 3,176 shares; 2025Q4: 2,864 shares 2,864 $336K 0.01% -312 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: 680 shares; 2024Q4: 768 shares; 2025Q1: 759 shares; 2025Q2: 759 shares; 2025Q3: 759 shares; 2025Q4: 657 shares 657 $335K 0.01% -102 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,210 shares; 2024Q4: 12,630 shares; 2025Q1: 12,630 shares; 2025Q2: 12,630 shares; 2025Q3: 12,630 shares; 2025Q4: 12,630 shares 12,630 $331K 0.01% 0 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,552 shares; 2025Q3: 8,552 shares; 2025Q4: 8,552 shares 8,552 $325K 0.01% 0 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,905 shares; 2025Q1: 1,905 shares; 2025Q2: 1,905 shares; 2025Q3: 1,905 shares; 2025Q4: 1,905 shares 1,905 $325K 0.01% 0 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,861 shares; 2025Q1: 2,861 shares; 2025Q2: 2,861 shares; 2025Q3: 3,033 shares; 2025Q4: 3,033 shares 3,033 $324K 0.01% 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: 1,243 shares; 2024Q4: 1,341 shares; 2025Q1: 1,315 shares; 2025Q2: 1,273 shares; 2025Q3: 1,273 shares; 2025Q4: 1,273 shares 1,273 $319K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,551 shares 1,551 $315K 0.01% new Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,174 shares; 2024Q4: 5,909 shares; 2025Q1: 5,992 shares; 2025Q2: 5,736 shares; 2025Q3: 5,878 shares; 2025Q4: 3,629 shares 3,629 $310K 0.01% -2,249 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,515 shares; 2025Q1: 19,439 shares; 2025Q2: 19,439 shares; 2025Q3: 19,439 shares; 2025Q4: 19,439 shares 19,439 $308K 0.01% 0 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: not reported; 2024Q4: 796 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 215 shares; 2025Q4: 371 shares 371 $300K 0.01% +156 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,231 shares; 2024Q4: 4,810 shares; 2025Q1: 4,724 shares; 2025Q2: 4,725 shares; 2025Q3: 4,629 shares; 2025Q4: 3,779 shares 3,779 $298K 0.01% -850 Timeline PAR PAR TECHNOLOGY CORP More: the full row for PAR TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,277 shares; 2024Q4: 29,822 shares; 2025Q1: 25,897 shares; 2025Q2: 11,830 shares; 2025Q3: 11,361 shares; 2025Q4: 8,196 shares 8,196 $297K 0.01% -3,165 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 419 shares; 2024Q4: 497 shares; 2025Q1: not reported; 2025Q2: 431 shares; 2025Q3: 459 shares; 2025Q4: 618 shares 618 $290K 0.01% +159 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,353 shares; 2024Q4: 2,230 shares; 2025Q1: 2,231 shares; 2025Q2: 2,232 shares; 2025Q3: 2,226 shares; 2025Q4: 2,223 shares 2,223 $290K 0.01% -3 Timeline SHLD 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,467 shares 4,467 $289K 0.01% new Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,600 shares; 2024Q4: 9,600 shares; 2025Q1: 9,600 shares; 2025Q2: 8,475 shares; 2025Q3: 8,475 shares; 2025Q4: 8,325 shares 8,325 $289K 0.01% -150 Timeline MCRI MONARCH CASINO & RESORT INC More: the full row for MONARCH CASINO & RESORT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares 3,000 $287K 0.01% 0 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,831 shares; 2024Q4: 1,903 shares; 2025Q1: 1,979 shares; 2025Q2: 1,861 shares; 2025Q3: 1,931 shares; 2025Q4: 1,477 shares 1,477 $287K 0.01% -454 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,148 shares; 2025Q3: 5,222 shares; 2025Q4: 5,222 shares 5,222 $286K 0.01% 0 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,152 shares; 2024Q4: 10,175 shares; 2025Q1: 10,067 shares; 2025Q2: 10,045 shares; 2025Q3: 10,015 shares; 2025Q4: 10,511 shares 10,511 $277K 0.01% +496 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,162 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,532 shares 7,532 $276K 0.01% new 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: not reported; 2024Q4: 3,164 shares; 2025Q1: 3,216 shares; 2025Q2: 3,060 shares; 2025Q3: 3,151 shares; 2025Q4: 3,151 shares 3,151 $275K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,911 shares; 2025Q3: 2,646 shares; 2025Q4: 2,646 shares 2,646 $274K 0.01% 0 Timeline WDAY WORKDAY INC More: the full row for WORKDAY 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: 1,493 shares; 2025Q4: 1,273 shares 1,273 $273K 0.01% -220 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,797 shares; 2025Q1: 14,672 shares; 2025Q2: 14,062 shares; 2025Q3: 14,062 shares; 2025Q4: 14,062 shares 14,062 $272K 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: 1,044 shares; 2024Q4: 753 shares; 2025Q1: 764 shares; 2025Q2: 778 shares; 2025Q3: 726 shares; 2025Q4: 763 shares 763 $267K 0.01% +37 Timeline LILAK LIBERTY LATIN AMERICA LTD More: the full row for LIBERTY LATIN AMERICA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,661 shares 35,661 $266K 0.01% new Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,443 shares; 2025Q4: 3,259 shares 3,259 $265K 0.01% -184 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: 1,244 shares; 2024Q4: 1,263 shares; 2025Q1: 1,363 shares; 2025Q2: 1,363 shares; 2025Q3: 1,261 shares; 2025Q4: 1,261 shares 1,261 $260K 0.01% 0 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: 1,321 shares; 2024Q4: 1,297 shares; 2025Q1: 1,161 shares; 2025Q2: 1,158 shares; 2025Q3: 1,158 shares; 2025Q4: 1,158 shares 1,158 $258K 0.01% 0 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,826 shares; 2025Q1: 11,861 shares; 2025Q2: 11,015 shares; 2025Q3: 11,015 shares; 2025Q4: 11,015 shares 11,015 $257K 0.01% 0 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP 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: 10,125 shares; 2025Q2: 9,935 shares; 2025Q3: 9,935 shares; 2025Q4: 9,935 shares 9,935 $254K <0.01% 0 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,042 shares; 2025Q1: 1,071 shares; 2025Q2: 1,048 shares; 2025Q3: 1,045 shares; 2025Q4: 1,044 shares 1,044 $254K <0.01% -1 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,219 shares; 2025Q1: 4,219 shares; 2025Q2: 4,219 shares; 2025Q3: 4,454 shares; 2025Q4: 4,454 shares 4,454 $253K <0.01% 0 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,222 shares 3,222 $252K <0.01% new Timeline LBRDA LIBERTY BROADBAND CORP More: the full row for LIBERTY BROADBAND CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,310 shares; 2024Q4: 5,200 shares; 2025Q1: 5,200 shares; 2025Q2: 5,200 shares; 2025Q3: 5,334 shares; 2025Q4: 5,200 shares 5,200 $251K <0.01% -134 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 293,331 shares; 2024Q4: 282,788 shares; 2025Q1: 144,442 shares; 2025Q2: 56,345 shares; 2025Q3: 35,187 shares; 2025Q4: 8,906 shares 8,906 $249K <0.01% -26,281 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: 2,529 shares; 2024Q4: 2,747 shares; 2025Q1: 2,947 shares; 2025Q2: 3,282 shares; 2025Q3: 2,347 shares; 2025Q4: 2,347 shares 2,347 $248K <0.01% 0 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 312 shares; 2025Q4: 366 shares 366 $247K <0.01% +54 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,600 shares; 2024Q4: 5,169 shares; 2025Q1: 5,995 shares; 2025Q2: 6,899 shares; 2025Q3: 4,987 shares; 2025Q4: 4,217 shares 4,217 $246K <0.01% -770 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: 514 shares; 2024Q4: 551 shares; 2025Q1: 561 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 316 shares 316 $244K <0.01% new Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,558 shares; 2025Q4: 2,558 shares 2,558 $241K <0.01% 0 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. 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: 8,592 shares; 2025Q4: 8,592 shares 8,592 $241K <0.01% 0 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 519 shares; 2024Q4: 519 shares; 2025Q1: 533 shares; 2025Q2: 586 shares; 2025Q3: 593 shares; 2025Q4: 593 shares 593 $239K <0.01% 0 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: 993 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 909 shares 909 $237K <0.01% new Timeline NTES NETEASE COM INC More: the full row for NETEASE COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,718 shares; 2025Q3: 1,718 shares; 2025Q4: 1,718 shares 1,718 $236K <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: not reported; 2024Q4: 196 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 233 shares; 2025Q4: 233 shares 233 $235K <0.01% 0 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,438 shares 1,438 $233K <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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 499 shares; 2025Q4: 499 shares 499 $233K <0.01% 0 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,717 shares; 2024Q4: 7,953 shares; 2025Q1: 7,717 shares; 2025Q2: 7,717 shares; 2025Q3: 7,717 shares; 2025Q4: 7,717 shares 7,717 $230K <0.01% 0 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 377 shares; 2025Q4: 377 shares 377 $228K <0.01% 0 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,299 shares; 2025Q1: not reported; 2025Q2: 1,076 shares; 2025Q3: 1,051 shares; 2025Q4: 1,050 shares 1,050 $224K <0.01% -1 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,118 shares; 2025Q3: 5,117 shares; 2025Q4: 5,117 shares 5,117 $223K <0.01% 0 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,821 shares; 2025Q2: 2,811 shares; 2025Q3: 2,874 shares; 2025Q4: 2,869 shares 2,869 $222K <0.01% -5 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,477 shares 5,477 $221K <0.01% new Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,128 shares; 2024Q4: 2,147 shares; 2025Q1: 2,128 shares; 2025Q2: 2,128 shares; 2025Q3: 2,128 shares; 2025Q4: 2,128 shares 2,128 $221K <0.01% 0 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,518 shares; 2024Q4: 21,452 shares; 2025Q1: 7,813 shares; 2025Q2: 7,813 shares; 2025Q3: 6,518 shares; 2025Q4: 3,635 shares 3,635 $218K <0.01% -2,883 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,788 shares; 2024Q4: 2,976 shares; 2025Q1: 2,916 shares; 2025Q2: 2,796 shares; 2025Q3: 2,796 shares; 2025Q4: 2,805 shares 2,805 $217K <0.01% +9 Timeline TY TRI CONTL CORP More: the full row for TRI CONTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,928 shares; 2024Q4: 6,928 shares; 2025Q1: 6,928 shares; 2025Q2: 6,578 shares; 2025Q3: 6,578 shares; 2025Q4: 6,578 shares 6,578 $215K <0.01% 0 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: 2,471 shares; 2024Q4: 2,491 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,658 shares 2,658 $215K <0.01% new Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,077 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,546 shares 4,546 $211K <0.01% new Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,156 shares 1,156 $208K <0.01% new 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: 3,471 shares; 2024Q4: 9,963 shares; 2025Q1: 9,963 shares; 2025Q2: 9,963 shares; 2025Q3: 9,963 shares; 2025Q4: 7,702 shares 7,702 $207K <0.01% -2,261 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: 1,116 shares; 2025Q3: 971 shares; 2025Q4: 847 shares 847 $204K <0.01% -124 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,608 shares 3,608 $204K <0.01% new Timeline EPAM EPAM SYS INC More: the full row for EPAM SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,042 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 987 shares 987 $202K <0.01% new Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,588 shares; 2025Q1: 15,493 shares; 2025Q2: 16,307 shares; 2025Q3: 16,925 shares; 2025Q4: 17,136 shares 17,136 $201K <0.01% +211 Timeline EBC EASTERN BANKSHARES INC More: the full row for EASTERN BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,609 shares; 2024Q4: 10,592 shares; 2025Q1: 10,580 shares; 2025Q2: 10,580 shares; 2025Q3: 10,580 shares; 2025Q4: 10,580 shares 10,580 $195K <0.01% 0 Timeline VKI INVESCO ADVANTAGE MUN INCOME More: the full row for INVESCO ADVANTAGE MUN INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,814 shares; 2024Q4: 19,814 shares; 2025Q1: 19,814 shares; 2025Q2: 19,814 shares; 2025Q3: 19,814 shares; 2025Q4: 19,814 shares 19,814 $181K <0.01% 0 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,743 shares; 2024Q4: 16,503 shares; 2025Q1: 14,124 shares; 2025Q2: 13,318 shares; 2025Q3: 14,466 shares; 2025Q4: 14,256 shares 14,256 $177K <0.01% -210 Timeline BBCA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,506 shares; 2025Q3: not reported; 2025Q4: 1,887 shares 1,887 $175K <0.01% new Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,258 shares; 2024Q4: 28,440 shares; 2025Q1: 27,801 shares; 2025Q2: 23,443 shares; 2025Q3: 22,940 shares; 2025Q4: 17,006 shares 17,006 $172K <0.01% -5,934 Timeline KALV KALVISTA PHARMACEUTICALS INC More: the full row for KALVISTA PHARMACEUTICALS INC 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 $162K <0.01% 0 Timeline XPCQX PIMCO CALIF MUN INCOME FD More: the full row for PIMCO CALIF MUN INCOME 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: 18,404 shares; 2025Q4: 18,404 shares 18,404 $161K <0.01% 0 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,758 shares; 2025Q1: 23,163 shares; 2025Q2: 23,163 shares; 2025Q3: 23,163 shares; 2025Q4: 23,163 shares 23,163 $123K <0.01% 0 Timeline LBRDK LIBERTY BROADBAND CORP More: the full row for LIBERTY BROADBAND CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,506 shares 2,506 $122K <0.01% new Timeline UMC UNITED MICROELECTRONICS CORP More: the full row for UNITED MICROELECTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,864 shares 12,864 $101K <0.01% new Timeline MBI MBIA INC More: the full row for MBIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,400 shares; 2024Q4: 11,400 shares; 2025Q1: 11,400 shares; 2025Q2: 11,400 shares; 2025Q3: 11,400 shares; 2025Q4: 11,400 shares 11,400 $81.6K <0.01% 0 Timeline TELFY TELEFONICA SA-SPON ADR More: the full row for TELEFONICA SA-SPON ADR 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: 14,597 shares 14,597 $59.1K <0.01% new Timeline LQD 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: 500 shares; 2025Q3: not reported; 2025Q4: 500 shares 500 $55.1K <0.01% new Timeline ASPN ASPEN AEROGELS INC More: the full row for ASPEN AEROGELS INC 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 $28.3K <0.01% 0 Timeline VONG 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 48 shares 48 $5.84K <0.01% new Timeline VGIT 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 52 shares 52 $3.12K <0.01% new Timeline