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: 1,145,416 shares; 2024Q4: 1,173,138 shares; 2025Q1: 1,167,420 shares; 2025Q2: 1,177,459 shares; 2025Q3: not reported; 2025Q4: 1,170,336 shares 1,170,336 $734M 9.26% new Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 444,533 shares; 2024Q4: 444,099 shares; 2025Q1: 441,479 shares; 2025Q2: 435,763 shares; 2025Q3: 437,494 shares; 2025Q4: 432,901 shares 432,901 $297M 3.74% -4,593 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,002,539 shares; 2024Q4: 996,651 shares; 2025Q1: 964,160 shares; 2025Q2: 975,418 shares; 2025Q3: 963,252 shares; 2025Q4: 987,417 shares 987,417 $268M 3.39% +24,165 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: 640,983 shares; 2024Q4: 579,557 shares; 2025Q1: 568,526 shares; 2025Q2: 558,416 shares; 2025Q3: 552,966 shares; 2025Q4: 547,774 shares 547,774 $259M 3.27% -5,192 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: 675,614 shares; 2024Q4: 690,637 shares; 2025Q1: 686,349 shares; 2025Q2: 691,819 shares; 2025Q3: 697,123 shares; 2025Q4: 701,621 shares 701,621 $204M 2.57% +4,498 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: 306,815 shares; 2024Q4: 301,176 shares; 2025Q1: 309,075 shares; 2025Q2: 316,424 shares; 2025Q3: 313,148 shares; 2025Q4: 329,664 shares 329,664 $159M 2.01% +16,516 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: 487,824 shares; 2024Q4: 500,636 shares; 2025Q1: 486,762 shares; 2025Q2: 534,238 shares; 2025Q3: 541,189 shares; 2025Q4: 546,407 shares 546,407 $141M 1.78% +5,218 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,580,568 shares; 2024Q4: 2,613,821 shares; 2025Q1: 2,690,524 shares; 2025Q2: 2,801,092 shares; 2025Q3: 2,950,650 shares; 2025Q4: 3,041,981 shares 3,041,981 $135M 1.7% +91,331 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: 637,908 shares; 2024Q4: 652,920 shares; 2025Q1: 657,909 shares; 2025Q2: 667,781 shares; 2025Q3: 680,828 shares; 2025Q4: 694,349 shares 694,349 $133M 1.67% +13,521 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: 114,697 shares; 2024Q4: 359,205 shares; 2025Q1: 601,594 shares; 2025Q2: 593,262 shares; 2025Q3: 606,007 shares; 2025Q4: 681,315 shares 681,315 $131M 1.65% +75,308 Timeline VMBS 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: 3,161 shares; 2024Q4: 1,522,333 shares; 2025Q1: 1,831,622 shares; 2025Q2: 2,175,793 shares; 2025Q3: 2,550,703 shares; 2025Q4: 2,747,637 shares 2,747,637 $129M 1.63% +196,934 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: 292,947 shares; 2024Q4: 292,115 shares; 2025Q1: 292,587 shares; 2025Q2: 306,612 shares; 2025Q3: 319,269 shares; 2025Q4: 323,860 shares 323,860 $101M 1.28% +4,591 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: 510,932 shares; 2024Q4: 493,350 shares; 2025Q1: 485,843 shares; 2025Q2: 503,038 shares; 2025Q3: 507,765 shares; 2025Q4: 542,123 shares 542,123 $101M 1.28% +34,358 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,361,738 shares; 2024Q4: 2,517,712 shares; 2025Q1: 2,603,751 shares; 2025Q2: 2,596,840 shares; 2025Q3: 2,629,560 shares; 2025Q4: 2,652,589 shares 2,652,589 $101M 1.28% +23,029 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: 114,794 shares; 2024Q4: 115,392 shares; 2025Q1: 125,993 shares; 2025Q2: 134,010 shares; 2025Q3: 131,624 shares; 2025Q4: 139,220 shares 139,220 $94.9M 1.2% +7,596 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: 690,959 shares; 2024Q4: 720,287 shares; 2025Q1: 1,034,949 shares; 2025Q2: 1,049,861 shares; 2025Q3: 1,054,394 shares; 2025Q4: 1,052,408 shares 1,052,408 $92.7M 1.17% -1,986 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: 332,170 shares; 2024Q4: 333,529 shares; 2025Q1: 340,399 shares; 2025Q2: 358,914 shares; 2025Q3: 355,372 shares; 2025Q4: 381,061 shares 381,061 $88M 1.11% +25,689 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: 250,405 shares; 2024Q4: 254,113 shares; 2025Q1: 252,769 shares; 2025Q2: 264,185 shares; 2025Q3: 256,918 shares; 2025Q4: 259,932 shares 259,932 $83.8M 1.06% +3,014 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: 725,682 shares; 2024Q4: 745,173 shares; 2025Q1: 740,739 shares; 2025Q2: 760,938 shares; 2025Q3: 844,736 shares; 2025Q4: 924,047 shares 924,047 $82.7M 1.04% +79,311 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: 297,080 shares; 2024Q4: 285,267 shares; 2025Q1: 301,475 shares; 2025Q2: 278,577 shares; 2025Q3: 279,130 shares; 2025Q4: 264,937 shares 264,937 $76.5M 0.97% -14,193 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 474,360 shares; 2024Q4: 495,972 shares; 2025Q1: 505,727 shares; 2025Q2: 502,942 shares; 2025Q3: 388,991 shares; 2025Q4: 384,909 shares 384,909 $76.5M 0.96% -4,082 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: 1,370,646 shares; 2024Q4: 1,403,738 shares; 2025Q1: 1,487,458 shares; 2025Q2: 1,426,900 shares; 2025Q3: 1,363,519 shares; 2025Q4: 1,300,626 shares 1,300,626 $74.5M 0.94% -62,893 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: 781,250 shares; 2024Q4: 785,146 shares; 2025Q1: 777,189 shares; 2025Q2: 765,110 shares; 2025Q3: 768,383 shares; 2025Q4: 765,011 shares 765,011 $73.6M 0.93% -3,372 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: 130,860 shares; 2024Q4: 129,838 shares; 2025Q1: 137,503 shares; 2025Q2: 141,006 shares; 2025Q3: 134,133 shares; 2025Q4: 136,860 shares 136,860 $68.8M 0.87% +2,727 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: 438,204 shares; 2024Q4: 385,754 shares; 2025Q1: 477,516 shares; 2025Q2: 567,110 shares; 2025Q3: 563,541 shares; 2025Q4: 548,919 shares 548,919 $66.8M 0.84% -14,622 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,703,012 shares; 2024Q4: 2,836,756 shares; 2025Q1: 2,914,041 shares; 2025Q2: 2,979,683 shares; 2025Q3: 3,120,702 shares; 2025Q4: 3,400,609 shares 3,400,609 $64.1M 0.81% +279,907 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,433,242 shares; 2024Q4: 2,536,633 shares; 2025Q1: 2,598,000 shares; 2025Q2: 2,696,392 shares; 2025Q3: 2,865,560 shares; 2025Q4: 3,062,356 shares 3,062,356 $63.1M 0.8% +196,796 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: 958,395 shares; 2024Q4: 963,484 shares; 2025Q1: 986,347 shares; 2025Q2: 940,102 shares; 2025Q3: 945,024 shares; 2025Q4: 941,372 shares 941,372 $62.1M 0.78% -3,652 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,898,905 shares; 2024Q4: 3,066,675 shares; 2025Q1: 3,050,844 shares; 2025Q2: 3,123,056 shares; 2025Q3: 3,335,031 shares; 2025Q4: 3,580,586 shares 3,580,586 $60.6M 0.76% +245,555 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: 193,240 shares; 2024Q4: 197,766 shares; 2025Q1: 201,836 shares; 2025Q2: 205,631 shares; 2025Q3: 184,544 shares; 2025Q4: 191,595 shares 191,595 $60.1M 0.76% +7,051 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: 478,614 shares; 2024Q4: 494,879 shares; 2025Q1: 518,532 shares; 2025Q2: 467,429 shares; 2025Q3: 502,444 shares; 2025Q4: 491,394 shares 491,394 $59.1M 0.75% -11,050 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: 110,328 shares; 2024Q4: 108,088 shares; 2025Q1: 108,978 shares; 2025Q2: 99,473 shares; 2025Q3: 104,767 shares; 2025Q4: 100,749 shares 100,749 $57.7M 0.73% -4,018 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: 34,790 shares; 2024Q4: 33,973 shares; 2025Q1: 33,406 shares; 2025Q2: 48,629 shares; 2025Q3: 48,728 shares; 2025Q4: 49,407 shares 49,407 $53.1M 0.67% +679 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 996,109 shares; 2024Q4: 979,908 shares; 2025Q1: 936,481 shares; 2025Q2: 916,957 shares; 2025Q3: 896,625 shares; 2025Q4: 886,879 shares 886,879 $52.6M 0.66% -9,746 Timeline BSCX INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 949,887 shares; 2025Q4: 2,449,217 shares 2,449,217 $52.6M 0.66% +1,499,330 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: 459,202 shares; 2024Q4: 458,406 shares; 2025Q1: 481,567 shares; 2025Q2: 474,020 shares; 2025Q3: 491,056 shares; 2025Q4: 523,186 shares 523,186 $50.2M 0.63% +32,130 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: 238,514 shares; 2024Q4: 225,891 shares; 2025Q1: 241,149 shares; 2025Q2: 238,638 shares; 2025Q3: 236,120 shares; 2025Q4: 235,510 shares 235,510 $48.7M 0.62% -610 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: 124,121 shares; 2024Q4: 126,179 shares; 2025Q1: 139,093 shares; 2025Q2: 139,250 shares; 2025Q3: 138,031 shares; 2025Q4: 141,815 shares 141,815 $47.5M 0.6% +3,784 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: 389,834 shares; 2024Q4: 384,463 shares; 2025Q1: 388,419 shares; 2025Q2: 408,703 shares; 2025Q3: 408,899 shares; 2025Q4: 416,092 shares 416,092 $46.4M 0.59% +7,193 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: 364,775 shares; 2024Q4: 361,139 shares; 2025Q1: 360,180 shares; 2025Q2: 362,641 shares; 2025Q3: 366,620 shares; 2025Q4: 369,226 shares 369,226 $45.5M 0.57% +2,606 Timeline SCHR 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: 683,617 shares; 2024Q4: 1,444,096 shares; 2025Q1: 1,599,501 shares; 2025Q2: 1,583,773 shares; 2025Q3: 1,714,017 shares; 2025Q4: 1,769,599 shares 1,769,599 $44.4M 0.56% +55,582 Timeline HYBI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 714,796 shares; 2025Q1: 780,957 shares; 2025Q2: 744,007 shares; 2025Q3: 793,000 shares; 2025Q4: 845,780 shares 845,780 $42.6M 0.54% +52,780 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: 98,117 shares; 2024Q4: 98,980 shares; 2025Q1: 96,775 shares; 2025Q2: 107,464 shares; 2025Q3: 94,449 shares; 2025Q4: 119,376 shares 119,376 $41.3M 0.52% +24,927 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: 218,641 shares; 2024Q4: 215,917 shares; 2025Q1: 217,271 shares; 2025Q2: 222,363 shares; 2025Q3: 216,365 shares; 2025Q4: 210,669 shares 210,669 $41.1M 0.52% -5,696 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: 46,073 shares; 2024Q4: 46,850 shares; 2025Q1: 48,371 shares; 2025Q2: 48,187 shares; 2025Q3: 46,199 shares; 2025Q4: 47,395 shares 47,395 $40.9M 0.52% +1,196 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,203 shares; 2024Q4: 93,505 shares; 2025Q1: 100,383 shares; 2025Q2: 104,078 shares; 2025Q3: 101,666 shares; 2025Q4: 101,977 shares 101,977 $39.4M 0.5% +311 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: 24,703 shares; 2024Q4: 24,256 shares; 2025Q1: 25,152 shares; 2025Q2: 28,293 shares; 2025Q3: 29,596 shares; 2025Q4: 59,160 shares 59,160 $39.1M 0.49% +29,564 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: 133,742 shares; 2024Q4: 137,677 shares; 2025Q1: 130,036 shares; 2025Q2: 132,545 shares; 2025Q3: 164,536 shares; 2025Q4: 174,624 shares 174,624 $38.4M 0.48% +10,088 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 287,471 shares; 2024Q4: 288,586 shares; 2025Q1: 274,145 shares; 2025Q2: 280,059 shares; 2025Q3: 277,169 shares; 2025Q4: 275,277 shares 275,277 $38.3M 0.48% -1,892 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: 57,945 shares; 2024Q4: 57,997 shares; 2025Q1: 61,269 shares; 2025Q2: 62,361 shares; 2025Q3: 59,774 shares; 2025Q4: 60,945 shares 60,945 $34.8M 0.44% +1,171 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: 170,870 shares; 2024Q4: 170,572 shares; 2025Q1: 172,110 shares; 2025Q2: 179,329 shares; 2025Q3: 177,181 shares; 2025Q4: 175,154 shares 175,154 $32.1M 0.41% -2,027 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 346,505 shares; 2024Q4: 432,309 shares; 2025Q1: 669,077 shares; 2025Q2: 504,659 shares; 2025Q3: 521,530 shares; 2025Q4: 623,251 shares 623,251 $31.5M 0.4% +101,721 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: 224,206 shares; 2024Q4: 148,553 shares; 2025Q1: 146,736 shares; 2025Q2: 146,270 shares; 2025Q3: 145,582 shares; 2025Q4: 148,630 shares 148,630 $31.3M 0.39% +3,048 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: 198,982 shares; 2024Q4: 196,021 shares; 2025Q1: 196,891 shares; 2025Q2: 200,855 shares; 2025Q3: 206,366 shares; 2025Q4: 208,474 shares 208,474 $29.9M 0.38% +2,108 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: 65,723 shares; 2024Q4: 65,747 shares; 2025Q1: 68,477 shares; 2025Q2: 71,232 shares; 2025Q3: 71,155 shares; 2025Q4: 78,942 shares 78,942 $29.5M 0.37% +7,787 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: 206,448 shares; 2024Q4: 190,498 shares; 2025Q1: 199,212 shares; 2025Q2: 223,178 shares; 2025Q3: 227,317 shares; 2025Q4: 235,514 shares 235,514 $28.3M 0.36% +8,197 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: 221,166 shares; 2024Q4: 214,036 shares; 2025Q1: 217,379 shares; 2025Q2: 225,671 shares; 2025Q3: 199,123 shares; 2025Q4: 196,319 shares 196,319 $28.1M 0.36% -2,804 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,189 shares; 2024Q4: 12,979 shares; 2025Q1: 12,359 shares; 2025Q2: 10,770 shares; 2025Q3: 297,721 shares; 2025Q4: 327,525 shares 327,525 $27.7M 0.35% +29,804 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: 51,845 shares; 2024Q4: 51,362 shares; 2025Q1: 51,720 shares; 2025Q2: 47,015 shares; 2025Q3: 46,682 shares; 2025Q4: 44,364 shares 44,364 $26.8M 0.34% -2,318 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: 147,043 shares; 2024Q4: 147,847 shares; 2025Q1: 153,251 shares; 2025Q2: 156,097 shares; 2025Q3: 162,776 shares; 2025Q4: 170,540 shares 170,540 $26M 0.33% +7,764 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: 71,244 shares; 2024Q4: 70,611 shares; 2025Q1: 68,180 shares; 2025Q2: 69,433 shares; 2025Q3: 70,014 shares; 2025Q4: 72,644 shares 72,644 $25M 0.32% +2,630 Timeline IBMQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 818,371 shares; 2024Q4: 878,265 shares; 2025Q1: 862,458 shares; 2025Q2: 891,719 shares; 2025Q3: 913,028 shares; 2025Q4: 962,006 shares 962,006 $24.6M 0.31% +48,978 Timeline IBMP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 810,664 shares; 2024Q4: 880,117 shares; 2025Q1: 871,056 shares; 2025Q2: 898,400 shares; 2025Q3: 923,175 shares; 2025Q4: 956,583 shares 956,583 $24.3M 0.31% +33,408 Timeline IBMR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 797,823 shares; 2024Q4: 862,163 shares; 2025Q1: 852,633 shares; 2025Q2: 882,394 shares; 2025Q3: 902,055 shares; 2025Q4: 952,366 shares 952,366 $24.2M 0.31% +50,311 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: 223,588 shares; 2024Q4: 224,758 shares; 2025Q1: 223,457 shares; 2025Q2: 234,663 shares; 2025Q3: 241,123 shares; 2025Q4: 241,829 shares 241,829 $24.2M 0.3% +706 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,787 shares; 2024Q4: 111,047 shares; 2025Q1: 111,611 shares; 2025Q2: 112,864 shares; 2025Q3: 113,326 shares; 2025Q4: 113,889 shares 113,889 $24.2M 0.3% +563 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: 177,161 shares; 2024Q4: 197,222 shares; 2025Q1: 182,503 shares; 2025Q2: 180,161 shares; 2025Q3: 174,549 shares; 2025Q4: 171,068 shares 171,068 $24.1M 0.3% -3,481 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: 4,232 shares; 2024Q4: 4,027 shares; 2025Q1: 4,143 shares; 2025Q2: 4,255 shares; 2025Q3: 4,291 shares; 2025Q4: 4,396 shares 4,396 $23.5M 0.3% +105 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: 100,457 shares; 2024Q4: 100,073 shares; 2025Q1: 99,683 shares; 2025Q2: 102,462 shares; 2025Q3: 101,419 shares; 2025Q4: 101,762 shares 101,762 $23.3M 0.29% +343 Timeline VONV 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: 279,268 shares; 2024Q4: 224,459 shares; 2025Q1: 257,693 shares; 2025Q2: 253,339 shares; 2025Q3: 251,314 shares; 2025Q4: 251,249 shares 251,249 $23.2M 0.29% -65 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: 64,102 shares; 2024Q4: 64,440 shares; 2025Q1: 61,563 shares; 2025Q2: 60,408 shares; 2025Q3: 61,895 shares; 2025Q4: 65,665 shares 65,665 $23M 0.29% +3,770 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: 87,401 shares; 2024Q4: 88,503 shares; 2025Q1: 92,872 shares; 2025Q2: 90,350 shares; 2025Q3: 93,939 shares; 2025Q4: 100,280 shares 100,280 $23M 0.29% +6,341 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: 108,177 shares; 2024Q4: 99,253 shares; 2025Q1: 98,319 shares; 2025Q2: 94,834 shares; 2025Q3: 94,291 shares; 2025Q4: 93,180 shares 93,180 $22.9M 0.29% -1,111 Timeline IBMS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,407 shares; 2025Q2: not reported; 2025Q3: 433,557 shares; 2025Q4: 877,248 shares 877,248 $22.9M 0.29% +443,691 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: 50,906 shares; 2024Q4: 106,387 shares; 2025Q1: 107,410 shares; 2025Q2: 115,152 shares; 2025Q3: 119,800 shares; 2025Q4: 121,928 shares 121,928 $22.5M 0.28% +2,128 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 556,939 shares; 2024Q4: 598,061 shares; 2025Q1: 667,102 shares; 2025Q2: 669,377 shares; 2025Q3: 670,116 shares; 2025Q4: 675,633 shares 675,633 $22M 0.28% +5,517 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: 381,461 shares; 2024Q4: 491,880 shares; 2025Q1: 9,711 shares; 2025Q2: 610,653 shares; 2025Q3: 602,424 shares; 2025Q4: 585,072 shares 585,072 $21.9M 0.28% -17,352 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: 138,260 shares; 2024Q4: 324,667 shares; 2025Q1: 222,281 shares; 2025Q2: 219,459 shares; 2025Q3: 177,725 shares; 2025Q4: 217,140 shares 217,140 $21.7M 0.27% +39,415 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: 72,932 shares; 2024Q4: 73,994 shares; 2025Q1: 72,918 shares; 2025Q2: 77,320 shares; 2025Q3: 78,137 shares; 2025Q4: 80,793 shares 80,793 $21.4M 0.27% +2,656 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: 86,925 shares; 2024Q4: 88,793 shares; 2025Q1: 89,631 shares; 2025Q2: 92,970 shares; 2025Q3: 95,236 shares; 2025Q4: 97,298 shares 97,298 $21.4M 0.27% +2,062 Timeline PFM 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: 434,840 shares; 2024Q4: 439,631 shares; 2025Q1: 431,127 shares; 2025Q2: 426,266 shares; 2025Q3: 417,054 shares; 2025Q4: 414,952 shares 414,952 $21.4M 0.27% -2,102 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: 98,735 shares; 2024Q4: 102,437 shares; 2025Q1: 104,521 shares; 2025Q2: 128,098 shares; 2025Q3: 135,667 shares; 2025Q4: 148,544 shares 148,544 $21.3M 0.27% +12,877 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: 40,061 shares; 2024Q4: 39,680 shares; 2025Q1: 35,977 shares; 2025Q2: 39,959 shares; 2025Q3: 40,027 shares; 2025Q4: 46,773 shares 46,773 $21M 0.27% +6,746 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: 117,717 shares; 2024Q4: 118,274 shares; 2025Q1: 117,877 shares; 2025Q2: 121,693 shares; 2025Q3: 123,228 shares; 2025Q4: 127,303 shares 127,303 $20.6M 0.26% +4,075 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: 30,229 shares; 2024Q4: 31,106 shares; 2025Q1: 32,138 shares; 2025Q2: 33,293 shares; 2025Q3: 33,519 shares; 2025Q4: 33,466 shares 33,466 $20.2M 0.26% -53 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 633,905 shares; 2024Q4: 822,746 shares; 2025Q1: 816,967 shares; 2025Q2: 1,146,279 shares; 2025Q3: 1,053,754 shares; 2025Q4: 977,994 shares 977,994 $20.2M 0.25% -75,760 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: 29,430 shares; 2024Q4: 29,289 shares; 2025Q1: 244,115 shares; 2025Q2: 251,697 shares; 2025Q3: 239,458 shares; 2025Q4: 244,739 shares 244,739 $20M 0.25% +5,281 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: 244,736 shares; 2024Q4: 228,440 shares; 2025Q1: 232,356 shares; 2025Q2: 254,450 shares; 2025Q3: 253,444 shares; 2025Q4: 257,451 shares 257,451 $19.8M 0.25% +4,007 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: 90,836 shares; 2024Q4: 89,933 shares; 2025Q1: 89,658 shares; 2025Q2: 90,549 shares; 2025Q3: 84,037 shares; 2025Q4: 84,488 shares 84,488 $19.2M 0.24% +451 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: 129,105 shares; 2024Q4: 129,589 shares; 2025Q1: 122,774 shares; 2025Q2: 158,378 shares; 2025Q3: 152,765 shares; 2025Q4: 152,433 shares 152,433 $19.1M 0.24% -332 Timeline PGX 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: 624,683 shares; 2024Q4: 739,128 shares; 2025Q1: 716,037 shares; 2025Q2: 787,541 shares; 2025Q3: 1,216,444 shares; 2025Q4: 1,682,990 shares 1,682,990 $18.9M 0.24% +466,546 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,131 shares; 2024Q4: 69,698 shares; 2025Q1: 69,511 shares; 2025Q2: 72,247 shares; 2025Q3: 71,643 shares; 2025Q4: 71,703 shares 71,703 $18.4M 0.23% +60 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: 20,800 shares; 2024Q4: 20,805 shares; 2025Q1: 21,778 shares; 2025Q2: 20,974 shares; 2025Q3: 20,796 shares; 2025Q4: 20,767 shares 20,767 $18.3M 0.23% -29 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,767 shares; 2024Q4: 126,229 shares; 2025Q1: 123,707 shares; 2025Q2: 125,256 shares; 2025Q3: 125,368 shares; 2025Q4: 126,511 shares 126,511 $18M 0.23% +1,143 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: 46,935 shares; 2024Q4: 42,894 shares; 2025Q1: 46,767 shares; 2025Q2: 47,066 shares; 2025Q3: 47,418 shares; 2025Q4: 47,568 shares 47,568 $17.6M 0.22% +150 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: 39,463 shares; 2024Q4: 40,591 shares; 2025Q1: 41,329 shares; 2025Q2: 33,482 shares; 2025Q3: 42,503 shares; 2025Q4: 43,109 shares 43,109 $17.1M 0.22% +606 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,505 shares; 2024Q4: 1,523 shares; 2025Q1: 1,871 shares; 2025Q2: 2,933 shares; 2025Q3: 181,090 shares; 2025Q4: 194,711 shares 194,711 $16.8M 0.21% +13,621 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 520,605 shares; 2024Q4: 520,675 shares; 2025Q1: 532,893 shares; 2025Q2: 453,808 shares; 2025Q3: 448,868 shares; 2025Q4: 450,281 shares 450,281 $16.6M 0.21% +1,413 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: 98,175 shares; 2024Q4: 98,991 shares; 2025Q1: 96,832 shares; 2025Q2: 97,568 shares; 2025Q3: 100,931 shares; 2025Q4: 94,966 shares 94,966 $16.5M 0.21% -5,965 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: 3,180 shares; 2024Q4: 3,191 shares; 2025Q1: 3,241 shares; 2025Q2: 19,362 shares; 2025Q3: 20,837 shares; 2025Q4: 106,847 shares 106,847 $16.4M 0.21% +86,010 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: 39,723 shares; 2024Q4: 41,365 shares; 2025Q1: 41,762 shares; 2025Q2: 42,673 shares; 2025Q3: 44,692 shares; 2025Q4: 50,457 shares 50,457 $16.1M 0.2% +5,765 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: 252,620 shares; 2024Q4: 271,238 shares; 2025Q1: 271,463 shares; 2025Q2: 260,542 shares; 2025Q3: 254,553 shares; 2025Q4: 256,213 shares 256,213 $16M 0.2% +1,660 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: 5,056 shares; 2024Q4: 5,057 shares; 2025Q1: 117,109 shares; 2025Q2: 120,453 shares; 2025Q3: 122,626 shares; 2025Q4: 121,817 shares 121,817 $15.9M 0.2% -809 Timeline ACI ALBERTSONS COMPANIES INC More: the full row for ALBERTSONS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 484,880 shares; 2025Q1: 488,660 shares; 2025Q2: 489,723 shares; 2025Q3: 488,777 shares; 2025Q4: 889,713 shares 889,713 $15.3M 0.19% +400,936 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: 4 shares; 2024Q4: 5 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 19 shares; 2025Q4: 19 shares 19 $14.3M 0.18% 0 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: 46,614 shares; 2024Q4: 47,008 shares; 2025Q1: 48,100 shares; 2025Q2: 47,912 shares; 2025Q3: 53,843 shares; 2025Q4: 49,904 shares 49,904 $14.2M 0.18% -3,939 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: 43,920 shares; 2024Q4: 41,984 shares; 2025Q1: 41,505 shares; 2025Q2: 44,055 shares; 2025Q3: 43,608 shares; 2025Q4: 46,043 shares 46,043 $14.1M 0.18% +2,435 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: 179,013 shares; 2024Q4: 174,361 shares; 2025Q1: 176,732 shares; 2025Q2: 190,630 shares; 2025Q3: 184,147 shares; 2025Q4: 199,215 shares 199,215 $13.9M 0.18% +15,068 Timeline VONE 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: 18,980 shares; 2024Q4: 19,005 shares; 2025Q1: 11,585 shares; 2025Q2: 10,831 shares; 2025Q3: 44,892 shares; 2025Q4: 44,750 shares 44,750 $13.8M 0.17% -142 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: 28,492 shares; 2024Q4: 31,009 shares; 2025Q1: 30,253 shares; 2025Q2: 28,788 shares; 2025Q3: 28,352 shares; 2025Q4: 27,794 shares 27,794 $13.6M 0.17% -558 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,602 shares; 2024Q4: 16,545 shares; 2025Q1: not reported; 2025Q2: 21,563 shares; 2025Q3: not reported; 2025Q4: 21,809 shares 21,809 $13.4M 0.17% new 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: 13,276 shares; 2024Q4: 14,007 shares; 2025Q1: 14,052 shares; 2025Q2: 14,622 shares; 2025Q3: 14,375 shares; 2025Q4: 14,839 shares 14,839 $13M 0.16% +464 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: 123,268 shares; 2024Q4: 129,695 shares; 2025Q1: 126,500 shares; 2025Q2: 122,845 shares; 2025Q3: 120,541 shares; 2025Q4: 121,369 shares 121,369 $13M 0.16% +828 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: 41,879 shares; 2024Q4: 42,120 shares; 2025Q1: 41,611 shares; 2025Q2: 42,020 shares; 2025Q3: 41,542 shares; 2025Q4: 42,642 shares 42,642 $12.6M 0.16% +1,100 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: 11,672 shares; 2024Q4: 11,864 shares; 2025Q1: 12,316 shares; 2025Q2: 87,891 shares; 2025Q3: 54,909 shares; 2025Q4: 45,144 shares 45,144 $12.4M 0.16% -9,765 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,897 shares; 2024Q4: 1,911 shares; 2025Q1: 1,923 shares; 2025Q2: 130,476 shares; 2025Q3: 192,766 shares; 2025Q4: 234,261 shares 234,261 $12.3M 0.15% +41,495 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: 32,675 shares; 2024Q4: 33,311 shares; 2025Q1: 34,847 shares; 2025Q2: 35,735 shares; 2025Q3: 40,232 shares; 2025Q4: 34,913 shares 34,913 $12.2M 0.15% -5,319 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: 28,274 shares; 2024Q4: 28,633 shares; 2025Q1: 28,563 shares; 2025Q2: 31,615 shares; 2025Q3: 36,959 shares; 2025Q4: 39,055 shares 39,055 $12M 0.15% +2,096 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: 58,501 shares; 2024Q4: 56,104 shares; 2025Q1: 58,769 shares; 2025Q2: 212,352 shares; 2025Q3: 213,590 shares; 2025Q4: 207,299 shares 207,299 $12M 0.15% -6,291 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: 8,595 shares; 2024Q4: 8,644 shares; 2025Q1: 8,511 shares; 2025Q2: 129,350 shares; 2025Q3: 129,510 shares; 2025Q4: 130,532 shares 130,532 $11.9M 0.15% +1,022 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,054 shares; 2024Q4: 86,746 shares; 2025Q1: 85,939 shares; 2025Q2: 85,715 shares; 2025Q3: 84,832 shares; 2025Q4: 84,378 shares 84,378 $11.9M 0.15% -454 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: 82,902 shares; 2024Q4: 82,951 shares; 2025Q1: 84,691 shares; 2025Q2: 87,497 shares; 2025Q3: 86,139 shares; 2025Q4: 79,415 shares 79,415 $11.8M 0.15% -6,724 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186,680 shares; 2024Q4: 244,535 shares; 2025Q1: 205,056 shares; 2025Q2: 152,358 shares; 2025Q3: 154,338 shares; 2025Q4: 232,139 shares 232,139 $11.7M 0.15% +77,801 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,144 shares; 2024Q4: 126,631 shares; 2025Q1: 129,510 shares; 2025Q2: 110,609 shares; 2025Q3: 121,052 shares; 2025Q4: 125,322 shares 125,322 $11.7M 0.15% +4,270 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: 35,520 shares; 2024Q4: 34,218 shares; 2025Q1: 33,905 shares; 2025Q2: 35,670 shares; 2025Q3: 35,799 shares; 2025Q4: 35,547 shares 35,547 $11.6M 0.15% -252 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: 124,293 shares; 2024Q4: 120,429 shares; 2025Q1: 119,240 shares; 2025Q2: 116,568 shares; 2025Q3: 113,398 shares; 2025Q4: 110,354 shares 110,354 $11.6M 0.15% -3,044 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 634,572 shares; 2024Q4: 60,281 shares; 2025Q1: 61,267 shares; 2025Q2: 504,274 shares; 2025Q3: 486,368 shares; 2025Q4: 486,722 shares 486,722 $11.5M 0.15% +354 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: 38,530 shares; 2024Q4: 37,063 shares; 2025Q1: 37,167 shares; 2025Q2: 43,635 shares; 2025Q3: 43,841 shares; 2025Q4: 44,597 shares 44,597 $11.5M 0.14% +756 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,294 shares; 2024Q4: 112,966 shares; 2025Q1: 114,290 shares; 2025Q2: 118,288 shares; 2025Q3: 126,115 shares; 2025Q4: 130,028 shares 130,028 $11.3M 0.14% +3,913 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: 41,825 shares; 2024Q4: 46,823 shares; 2025Q1: 44,892 shares; 2025Q2: 44,423 shares; 2025Q3: 40,869 shares; 2025Q4: 46,917 shares 46,917 $11.3M 0.14% +6,048 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: 402,301 shares; 2024Q4: 258,311 shares; 2025Q1: 265,977 shares; 2025Q2: 443,064 shares; 2025Q3: 439,771 shares; 2025Q4: 445,473 shares 445,473 $11.3M 0.14% +5,702 Timeline SHYG 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: 238,994 shares; 2024Q4: 152,859 shares; 2025Q1: 152,955 shares; 2025Q2: 260,974 shares; 2025Q3: 257,830 shares; 2025Q4: 257,425 shares 257,425 $11M 0.14% -405 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,220 shares; 2024Q4: 177,487 shares; 2025Q1: 184,244 shares; 2025Q2: 188,274 shares; 2025Q3: 192,584 shares; 2025Q4: 160,512 shares 160,512 $10.8M 0.14% -32,072 Timeline CROX CROCS INC More: the full row for CROCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 6 shares; 2025Q1: 3 shares; 2025Q2: 71,563 shares; 2025Q3: 156,318 shares; 2025Q4: 125,531 shares 125,531 $10.7M 0.14% -30,787 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: 70,725 shares; 2024Q4: 66,048 shares; 2025Q1: 65,225 shares; 2025Q2: 66,947 shares; 2025Q3: 69,573 shares; 2025Q4: 69,467 shares 69,467 $10.7M 0.14% -106 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,203 shares; 2024Q4: 69,898 shares; 2025Q1: 61,471 shares; 2025Q2: 45,538 shares; 2025Q3: 45,272 shares; 2025Q4: 44,140 shares 44,140 $10.6M 0.13% -1,132 Timeline SCHM 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: 130,149 shares; 2024Q4: 365,567 shares; 2025Q1: 383,690 shares; 2025Q2: 355,721 shares; 2025Q3: 353,683 shares; 2025Q4: 346,531 shares 346,531 $10.4M 0.13% -7,152 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: 41,092 shares; 2024Q4: 40,332 shares; 2025Q1: 39,822 shares; 2025Q2: 40,342 shares; 2025Q3: 39,504 shares; 2025Q4: 40,418 shares 40,418 $10.4M 0.13% +914 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: 552,918 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 56,492 shares; 2025Q3: not reported; 2025Q4: 57,122 shares 57,122 $10.2M 0.13% 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: 193,647 shares; 2024Q4: 189,006 shares; 2025Q1: 188,872 shares; 2025Q2: 427,735 shares; 2025Q3: 394,823 shares; 2025Q4: 404,659 shares 404,659 $10.1M 0.13% +9,836 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: 92,258 shares; 2024Q4: 91,702 shares; 2025Q1: 84,647 shares; 2025Q2: 97,159 shares; 2025Q3: 101,728 shares; 2025Q4: 107,832 shares 107,832 $10M 0.13% +6,104 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: 42,425 shares; 2024Q4: 42,908 shares; 2025Q1: 44,391 shares; 2025Q2: 44,828 shares; 2025Q3: 45,110 shares; 2025Q4: 47,723 shares 47,723 $9.98M 0.13% +2,613 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,476 shares; 2024Q4: 118,174 shares; 2025Q1: 120,436 shares; 2025Q2: 128,095 shares; 2025Q3: 127,117 shares; 2025Q4: 129,161 shares 129,161 $9.57M 0.12% +2,044 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,537,475 shares; 2024Q4: 2,646,447 shares; 2025Q1: 2,697,302 shares; 2025Q2: 2,777,610 shares; 2025Q3: 1,975,280 shares; 2025Q4: 466,385 shares 466,385 $9.21M 0.12% -1,508,895 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: 124,045 shares; 2024Q4: 128,113 shares; 2025Q1: 125,467 shares; 2025Q2: 136,912 shares; 2025Q3: 148,566 shares; 2025Q4: 160,848 shares 160,848 $8.85M 0.11% +12,282 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: 117,564 shares; 2024Q4: 114,309 shares; 2025Q1: 106,955 shares; 2025Q2: 170,136 shares; 2025Q3: 191,756 shares; 2025Q4: 131,443 shares 131,443 $8.84M 0.11% -60,313 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: 49,880 shares; 2024Q4: 59,737 shares; 2025Q1: 61,903 shares; 2025Q2: 65,644 shares; 2025Q3: 62,415 shares; 2025Q4: 62,256 shares 62,256 $8.81M 0.11% -159 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: 47,918 shares; 2024Q4: 41,052 shares; 2025Q1: 42,271 shares; 2025Q2: 44,953 shares; 2025Q3: 47,180 shares; 2025Q4: 48,973 shares 48,973 $8.38M 0.11% +1,793 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: 113,023 shares; 2024Q4: 110,117 shares; 2025Q1: 101,714 shares; 2025Q2: 84,514 shares; 2025Q3: 86,191 shares; 2025Q4: 83,235 shares 83,235 $8.36M 0.11% -2,956 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: 16,778 shares; 2024Q4: 17,407 shares; 2025Q1: 18,672 shares; 2025Q2: 20,365 shares; 2025Q3: 18,110 shares; 2025Q4: 17,912 shares 17,912 $8.34M 0.11% -198 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: 44,681 shares; 2024Q4: 49,017 shares; 2025Q1: 47,898 shares; 2025Q2: 53,520 shares; 2025Q3: 51,247 shares; 2025Q4: 54,141 shares 54,141 $8.32M 0.1% +2,894 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: 87,714 shares; 2024Q4: 87,196 shares; 2025Q1: 87,440 shares; 2025Q2: 91,980 shares; 2025Q3: 99,264 shares; 2025Q4: 102,000 shares 102,000 $8.19M 0.1% +2,736 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: 129,772 shares; 2024Q4: 118,887 shares; 2025Q1: 116,890 shares; 2025Q2: 112,432 shares; 2025Q3: 101,314 shares; 2025Q4: 83,719 shares 83,719 $7.88M 0.1% -17,595 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: 28,069 shares; 2024Q4: 27,005 shares; 2025Q1: 32,225 shares; 2025Q2: 31,122 shares; 2025Q3: 24,003 shares; 2025Q4: 24,210 shares 24,210 $7.84M 0.1% +207 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 669,498 shares; 2024Q4: 680,062 shares; 2025Q1: 142,394 shares; 2025Q2: 144,403 shares; 2025Q3: 161,208 shares; 2025Q4: 160,460 shares 160,460 $7.51M 0.09% -748 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: 32,561 shares; 2024Q4: 33,367 shares; 2025Q1: 33,692 shares; 2025Q2: 37,070 shares; 2025Q3: 39,695 shares; 2025Q4: 41,356 shares 41,356 $7.34M 0.09% +1,661 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: 84,285 shares; 2024Q4: 251,548 shares; 2025Q1: 277,390 shares; 2025Q2: 287,871 shares; 2025Q3: 309,802 shares; 2025Q4: 266,862 shares 266,862 $7.32M 0.09% -42,940 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,083 shares; 2025Q1: 1,580 shares; 2025Q2: 301,078 shares; 2025Q3: 315,320 shares; 2025Q4: 249,350 shares 249,350 $7.3M 0.09% -65,970 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: 104,164 shares; 2024Q4: 102,805 shares; 2025Q1: 90,271 shares; 2025Q2: 84,097 shares; 2025Q3: 85,848 shares; 2025Q4: 87,022 shares 87,022 $7.21M 0.09% +1,174 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: 5,219 shares; 2024Q4: 5,155 shares; 2025Q1: 6,942 shares; 2025Q2: 7,752 shares; 2025Q3: 6,413 shares; 2025Q4: 76,430 shares 76,430 $7.17M 0.09% +70,017 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: 22,634 shares; 2024Q4: 22,350 shares; 2025Q1: 26,196 shares; 2025Q2: 23,919 shares; 2025Q3: 24,809 shares; 2025Q4: 26,157 shares 26,157 $7.02M 0.09% +1,348 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: 15,793 shares; 2024Q4: 15,763 shares; 2025Q1: 15,414 shares; 2025Q2: 17,602 shares; 2025Q3: 16,388 shares; 2025Q4: 19,921 shares 19,921 $7M 0.09% +3,533 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 530,828 shares; 2024Q4: 583,638 shares; 2025Q1: 553,026 shares; 2025Q2: 384,202 shares; 2025Q3: 421,884 shares; 2025Q4: 345,987 shares 345,987 $7M 0.09% -75,897 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: 16,396 shares; 2024Q4: 19,499 shares; 2025Q1: 20,337 shares; 2025Q2: 22,103 shares; 2025Q3: 24,479 shares; 2025Q4: 48,403 shares 48,403 $6.97M 0.09% +23,924 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: 54,470 shares; 2024Q4: 54,318 shares; 2025Q1: 54,087 shares; 2025Q2: 53,256 shares; 2025Q3: 50,833 shares; 2025Q4: 50,848 shares 50,848 $6.96M 0.09% +15 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: 60,836 shares; 2024Q4: 47,991 shares; 2025Q1: 47,584 shares; 2025Q2: 58,632 shares; 2025Q3: 58,895 shares; 2025Q4: 60,161 shares 60,161 $6.84M 0.09% +1,266 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: 12,701 shares; 2024Q4: 12,613 shares; 2025Q1: 15,806 shares; 2025Q2: 16,645 shares; 2025Q3: 12,906 shares; 2025Q4: 13,072 shares 13,072 $6.83M 0.09% +166 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,275 shares; 2024Q4: 225,323 shares; 2025Q1: 221,756 shares; 2025Q2: 217,542 shares; 2025Q3: 212,239 shares; 2025Q4: 208,433 shares 208,433 $6.8M 0.09% -3,806 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: 120,732 shares; 2024Q4: 111,697 shares; 2025Q1: 110,625 shares; 2025Q2: 118,955 shares; 2025Q3: 117,220 shares; 2025Q4: 125,893 shares 125,893 $6.79M 0.09% +8,673 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 96,151 shares; 2025Q1: 219,450 shares; 2025Q2: 235,013 shares; 2025Q3: 242,856 shares; 2025Q4: 253,225 shares 253,225 $6.76M 0.09% +10,369 Timeline EAGL 2023 ETF SERIES TRUST More: the full row for 2023 ETF SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,528 shares; 2024Q4: 51,072 shares; 2025Q1: 108,069 shares; 2025Q2: 118,948 shares; 2025Q3: 178,839 shares; 2025Q4: 202,195 shares 202,195 $6.56M 0.08% +23,356 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: 6,247 shares; 2024Q4: 6,411 shares; 2025Q1: 6,535 shares; 2025Q2: 9,573 shares; 2025Q3: 9,593 shares; 2025Q4: 9,986 shares 9,986 $6.53M 0.08% +393 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: 13,140 shares; 2024Q4: 12,962 shares; 2025Q1: 13,416 shares; 2025Q2: 13,352 shares; 2025Q3: 12,694 shares; 2025Q4: 13,477 shares 13,477 $6.52M 0.08% +783 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,641 shares; 2024Q4: 90,899 shares; 2025Q1: 90,091 shares; 2025Q2: 96,069 shares; 2025Q3: 98,346 shares; 2025Q4: 129,897 shares 129,897 $6.39M 0.08% +31,551 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: 189,898 shares; 2024Q4: 186,170 shares; 2025Q1: 119,833 shares; 2025Q2: 119,563 shares; 2025Q3: 79,576 shares; 2025Q4: 85,806 shares 85,806 $6.31M 0.08% +6,230 Timeline SCHF 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: 142,355 shares; 2024Q4: 250,306 shares; 2025Q1: 244,004 shares; 2025Q2: 240,291 shares; 2025Q3: 264,971 shares; 2025Q4: 260,661 shares 260,661 $6.27M 0.08% -4,310 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,136 shares; 2024Q4: 85,638 shares; 2025Q1: 86,914 shares; 2025Q2: 88,689 shares; 2025Q3: 88,836 shares; 2025Q4: 88,686 shares 88,686 $6.15M 0.08% -150 Timeline BSCW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 263,323 shares; 2025Q2: 277,010 shares; 2025Q3: 278,327 shares; 2025Q4: 290,041 shares 290,041 $6.05M 0.08% +11,714 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: 38,110 shares; 2024Q4: 36,527 shares; 2025Q1: 37,497 shares; 2025Q2: 38,393 shares; 2025Q3: 37,733 shares; 2025Q4: 37,577 shares 37,577 $6.03M 0.08% -156 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: 27,904 shares; 2025Q1: 32,265 shares; 2025Q2: 42,680 shares; 2025Q3: 43,332 shares; 2025Q4: 45,984 shares 45,984 $6.03M 0.08% +2,652 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,704 shares; 2024Q4: 90,973 shares; 2025Q1: 86,969 shares; 2025Q2: 82,445 shares; 2025Q3: 80,465 shares; 2025Q4: 78,889 shares 78,889 $5.85M 0.07% -1,576 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: 10,925 shares; 2024Q4: 10,932 shares; 2025Q1: 11,128 shares; 2025Q2: 10,349 shares; 2025Q3: 10,278 shares; 2025Q4: 10,215 shares 10,215 $5.82M 0.07% -63 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: 82,476 shares; 2024Q4: 84,076 shares; 2025Q1: 83,055 shares; 2025Q2: 30,766 shares; 2025Q3: 27,290 shares; 2025Q4: 29,586 shares 29,586 $5.77M 0.07% +2,296 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: 11,812 shares; 2024Q4: 11,126 shares; 2025Q1: 10,805 shares; 2025Q2: 12,375 shares; 2025Q3: 12,382 shares; 2025Q4: 13,665 shares 13,665 $5.77M 0.07% +1,283 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: 23,796 shares; 2024Q4: 23,378 shares; 2025Q1: 25,092 shares; 2025Q2: 26,771 shares; 2025Q3: 27,944 shares; 2025Q4: 27,604 shares 27,604 $5.76M 0.07% -340 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: 45,932 shares; 2024Q4: 45,326 shares; 2025Q1: 21,663 shares; 2025Q2: 18,428 shares; 2025Q3: 17,476 shares; 2025Q4: 17,342 shares 17,342 $5.72M 0.07% -134 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: 34,794 shares; 2024Q4: 31,397 shares; 2025Q1: 36,487 shares; 2025Q2: 52,737 shares; 2025Q3: 51,599 shares; 2025Q4: 75,054 shares 75,054 $5.66M 0.07% +23,455 Timeline CWI 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: 157,367 shares; 2024Q4: 157,422 shares; 2025Q1: 157,240 shares; 2025Q2: 157,293 shares; 2025Q3: 157,293 shares; 2025Q4: 157,360 shares 157,360 $5.65M 0.07% +67 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,767 shares; 2024Q4: 151,809 shares; 2025Q1: 146,279 shares; 2025Q2: 146,816 shares; 2025Q3: 129,511 shares; 2025Q4: 120,214 shares 120,214 $5.63M 0.07% -9,297 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: 20,672 shares; 2024Q4: 19,937 shares; 2025Q1: 19,940 shares; 2025Q2: 19,488 shares; 2025Q3: 19,468 shares; 2025Q4: 19,462 shares 19,462 $5.6M 0.07% -6 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: 17,841 shares; 2024Q4: 16,921 shares; 2025Q1: 11,827 shares; 2025Q2: 12,927 shares; 2025Q3: 14,235 shares; 2025Q4: 70,102 shares 70,102 $5.59M 0.07% +55,867 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,669 shares; 2024Q4: 62,635 shares; 2025Q1: 63,137 shares; 2025Q2: 62,519 shares; 2025Q3: 62,002 shares; 2025Q4: 61,968 shares 61,968 $5.55M 0.07% -34 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: 155,019 shares; 2024Q4: 145,074 shares; 2025Q1: 85,484 shares; 2025Q2: 73,301 shares; 2025Q3: 96,027 shares; 2025Q4: 102,071 shares 102,071 $5.49M 0.07% +6,044 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: 60,622 shares; 2024Q4: 60,541 shares; 2025Q1: 62,417 shares; 2025Q2: 58,903 shares; 2025Q3: 58,620 shares; 2025Q4: 60,955 shares 60,955 $5.39M 0.07% +2,335 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: 45,694 shares; 2024Q4: 43,015 shares; 2025Q1: 42,374 shares; 2025Q2: 42,993 shares; 2025Q3: 41,128 shares; 2025Q4: 40,630 shares 40,630 $5.39M 0.07% -498 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: 42,485 shares; 2024Q4: 42,582 shares; 2025Q1: 50,865 shares; 2025Q2: 51,711 shares; 2025Q3: 52,137 shares; 2025Q4: 45,409 shares 45,409 $5.32M 0.07% -6,728 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: 125,625 shares; 2024Q4: 76,674 shares; 2025Q1: 80,367 shares; 2025Q2: 137,093 shares; 2025Q3: 142,831 shares; 2025Q4: 143,878 shares 143,878 $5.31M 0.07% +1,047 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,526 shares; 2024Q4: 54,505 shares; 2025Q1: 231,983 shares; 2025Q2: 51,280 shares; 2025Q3: 49,015 shares; 2025Q4: 44,287 shares 44,287 $5.29M 0.07% -4,728 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,650 shares; 2024Q4: 52,710 shares; 2025Q1: 51,741 shares; 2025Q2: 52,495 shares; 2025Q3: 60,730 shares; 2025Q4: 78,540 shares 78,540 $5.27M 0.07% +17,810 Timeline TOWN TOWNEBANK PORTSMOUTH VA More: the full row for TOWNEBANK PORTSMOUTH VA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,030 shares; 2024Q4: 159,818 shares; 2025Q1: 161,099 shares; 2025Q2: 161,250 shares; 2025Q3: 157,387 shares; 2025Q4: 156,468 shares 156,468 $5.22M 0.07% -919 Timeline NACP 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: 49,322 shares; 2024Q4: 134,261 shares; 2025Q1: 118,363 shares; 2025Q2: 118,998 shares; 2025Q3: 119,231 shares; 2025Q4: 105,539 shares 105,539 $5.2M 0.07% -13,692 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: 38,718 shares; 2024Q4: 20,357 shares; 2025Q1: 19,954 shares; 2025Q2: 38,659 shares; 2025Q3: 44,117 shares; 2025Q4: 52,001 shares 52,001 $5M 0.06% +7,884 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: 56,228 shares; 2024Q4: 55,431 shares; 2025Q1: 55,425 shares; 2025Q2: 55,947 shares; 2025Q3: 55,807 shares; 2025Q4: 57,280 shares 57,280 $4.99M 0.06% +1,473 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,315 shares; 2024Q4: 130,315 shares; 2025Q1: 130,315 shares; 2025Q2: 129,503 shares; 2025Q3: 129,503 shares; 2025Q4: 149,897 shares 149,897 $4.95M 0.06% +20,394 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: 12,945 shares; 2024Q4: 12,823 shares; 2025Q1: 12,198 shares; 2025Q2: 13,112 shares; 2025Q3: 12,595 shares; 2025Q4: 15,688 shares 15,688 $4.9M 0.06% +3,093 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: 33,351 shares; 2024Q4: 33,354 shares; 2025Q1: 35,248 shares; 2025Q2: 36,653 shares; 2025Q3: 34,509 shares; 2025Q4: 34,562 shares 34,562 $4.88M 0.06% +53 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,745 shares; 2025Q1: 3,480 shares; 2025Q2: 3,946 shares; 2025Q3: 4,260 shares; 2025Q4: 4,502 shares 4,502 $4.82M 0.06% +242 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: 31,395 shares; 2024Q4: 26,746 shares; 2025Q1: 28,566 shares; 2025Q2: 30,684 shares; 2025Q3: 28,376 shares; 2025Q4: 29,683 shares 29,683 $4.75M 0.06% +1,307 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: 3,385 shares; 2024Q4: 3,315 shares; 2025Q1: 3,282 shares; 2025Q2: 5,093 shares; 2025Q3: 5,422 shares; 2025Q4: 8,354 shares 8,354 $4.73M 0.06% +2,932 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: 11,756 shares; 2024Q4: 9,405 shares; 2025Q1: 9,496 shares; 2025Q2: 19,707 shares; 2025Q3: 18,999 shares; 2025Q4: 21,397 shares 21,397 $4.65M 0.06% +2,398 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: 222,909 shares; 2024Q4: 199,904 shares; 2025Q1: 193,050 shares; 2025Q2: 204,052 shares; 2025Q3: 186,251 shares; 2025Q4: 185,036 shares 185,036 $4.61M 0.06% -1,215 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: 90,855 shares; 2024Q4: 90,526 shares; 2025Q1: 89,579 shares; 2025Q2: 88,841 shares; 2025Q3: 89,630 shares; 2025Q4: 83,713 shares 83,713 $4.58M 0.06% -5,917 Timeline CFO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,443 shares; 2024Q4: 55,893 shares; 2025Q1: 54,645 shares; 2025Q2: 55,333 shares; 2025Q3: 56,650 shares; 2025Q4: 61,614 shares 61,614 $4.55M 0.06% +4,964 Timeline QFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 111,956 shares; 2025Q2: 115,133 shares; 2025Q3: 115,133 shares; 2025Q4: 131,118 shares 131,118 $4.49M 0.06% +15,985 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: 16,436 shares; 2024Q4: 16,055 shares; 2025Q1: 14,473 shares; 2025Q2: 14,976 shares; 2025Q3: 15,224 shares; 2025Q4: 18,429 shares 18,429 $4.47M 0.06% +3,205 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,706 shares; 2024Q4: 42,706 shares; 2025Q1: 42,606 shares; 2025Q2: 42,506 shares; 2025Q3: 42,504 shares; 2025Q4: 42,716 shares 42,716 $4.45M 0.06% +212 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: 12,922 shares; 2024Q4: 12,789 shares; 2025Q1: 12,636 shares; 2025Q2: 15,276 shares; 2025Q3: 17,164 shares; 2025Q4: 15,930 shares 15,930 $4.32M 0.05% -1,234 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: 11,679 shares; 2024Q4: 12,230 shares; 2025Q1: 11,288 shares; 2025Q2: 11,395 shares; 2025Q3: 11,610 shares; 2025Q4: 16,613 shares 16,613 $4.3M 0.05% +5,003 Timeline ITM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,058 shares; 2024Q4: 83,853 shares; 2025Q1: 87,952 shares; 2025Q2: 79,534 shares; 2025Q3: 89,915 shares; 2025Q4: 90,964 shares 90,964 $4.29M 0.05% +1,049 Timeline AHRT AH RLTY TR INC More: the full row for AH RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 533,990 shares; 2024Q4: 629,228 shares; 2025Q1: 710,404 shares; 2025Q2: 723,674 shares; 2025Q3: 665,591 shares; 2025Q4: 647,745 shares 647,745 $4.29M 0.05% -17,846 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: 3,452 shares; 2024Q4: 3,514 shares; 2025Q1: 4,097 shares; 2025Q2: 4,488 shares; 2025Q3: 5,626 shares; 2025Q4: 6,441 shares 6,441 $4.27M 0.05% +815 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: 20,158 shares; 2024Q4: 22,369 shares; 2025Q1: 19,964 shares; 2025Q2: 20,170 shares; 2025Q3: 16,959 shares; 2025Q4: 18,335 shares 18,335 $4.24M 0.05% +1,376 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: 24,720 shares; 2024Q4: 27,299 shares; 2025Q1: 33,516 shares; 2025Q2: 35,400 shares; 2025Q3: 20,177 shares; 2025Q4: 24,012 shares 24,012 $4.22M 0.05% +3,835 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: 18,023 shares; 2024Q4: 19,259 shares; 2025Q1: 19,088 shares; 2025Q2: 19,948 shares; 2025Q3: 20,361 shares; 2025Q4: 19,887 shares 19,887 $4.21M 0.05% -474 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 352,764 shares; 2024Q4: 355,165 shares; 2025Q1: 358,826 shares; 2025Q2: 354,529 shares; 2025Q3: 214,583 shares; 2025Q4: 215,103 shares 215,103 $4.21M 0.05% +520 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: 91,951 shares; 2024Q4: 73,520 shares; 2025Q1: 12,215 shares; 2025Q2: 13,958 shares; 2025Q3: 17,047 shares; 2025Q4: 19,600 shares 19,600 $4.2M 0.05% +2,553 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: 7,971 shares; 2024Q4: 7,915 shares; 2025Q1: 7,895 shares; 2025Q2: 7,257 shares; 2025Q3: 7,345 shares; 2025Q4: 7,138 shares 7,138 $4.14M 0.05% -207 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: 13,689 shares; 2024Q4: 13,397 shares; 2025Q1: 13,692 shares; 2025Q2: 14,671 shares; 2025Q3: 14,550 shares; 2025Q4: 15,131 shares 15,131 $4.13M 0.05% +581 Timeline IGF 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: 39,779 shares; 2024Q4: 40,638 shares; 2025Q1: 49,347 shares; 2025Q2: 50,856 shares; 2025Q3: 50,070 shares; 2025Q4: 66,867 shares 66,867 $4.1M 0.05% +16,797 Timeline VTHR 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: 13,034 shares; 2025Q1: 14,771 shares; 2025Q2: 14,849 shares; 2025Q3: 13,440 shares; 2025Q4: 13,336 shares 13,336 $4.01M 0.05% -104 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: 1,817 shares; 2024Q4: 2,075 shares; 2025Q1: 2,816 shares; 2025Q2: 2,961 shares; 2025Q3: 1,849 shares; 2025Q4: 1,857 shares 1,857 $3.99M 0.05% +8 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,482 shares; 2024Q4: 19,866 shares; 2025Q1: 24,298 shares; 2025Q2: 26,636 shares; 2025Q3: 35,746 shares; 2025Q4: 39,141 shares 39,141 $3.99M 0.05% +3,395 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 119,393 shares; 2025Q1: 132,500 shares; 2025Q2: 141,166 shares; 2025Q3: 163,977 shares; 2025Q4: 186,202 shares 186,202 $3.94M 0.05% +22,225 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: 10,466 shares; 2024Q4: 10,663 shares; 2025Q1: 13,466 shares; 2025Q2: 15,722 shares; 2025Q3: 10,219 shares; 2025Q4: 10,538 shares 10,538 $3.72M 0.05% +319 Timeline RWR 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: 45,409 shares; 2024Q4: 45,032 shares; 2025Q1: 45,955 shares; 2025Q2: 83,619 shares; 2025Q3: 78,332 shares; 2025Q4: 37,616 shares 37,616 $3.7M 0.05% -40,716 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: 87,963 shares; 2024Q4: 82,204 shares; 2025Q1: 81,076 shares; 2025Q2: 88,063 shares; 2025Q3: 88,647 shares; 2025Q4: 90,435 shares 90,435 $3.68M 0.05% +1,788 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: 107,641 shares; 2024Q4: 99,507 shares; 2025Q1: 99,392 shares; 2025Q2: 103,580 shares; 2025Q3: 101,157 shares; 2025Q4: 101,281 shares 101,281 $3.67M 0.05% +124 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: 54,147 shares; 2024Q4: 53,096 shares; 2025Q1: 50,873 shares; 2025Q2: 72,667 shares; 2025Q3: 54,493 shares; 2025Q4: 56,948 shares 56,948 $3.63M 0.05% +2,455 Timeline UJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 80,287 shares; 2025Q2: 119,197 shares; 2025Q3: 83,781 shares; 2025Q4: 83,781 shares 83,781 $3.62M 0.05% 0 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 201,089 shares; 2024Q4: 209,255 shares; 2025Q1: 193,635 shares; 2025Q2: 204,402 shares; 2025Q3: 210,700 shares; 2025Q4: 208,814 shares 208,814 $3.62M 0.05% -1,886 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: 43,405 shares; 2024Q4: 44,469 shares; 2025Q1: 46,795 shares; 2025Q2: 47,285 shares; 2025Q3: 28,213 shares; 2025Q4: 30,944 shares 30,944 $3.61M 0.05% +2,731 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: 2,164 shares; 2024Q4: 2,165 shares; 2025Q1: 3,590 shares; 2025Q2: 3,738 shares; 2025Q3: 2,471 shares; 2025Q4: 2,705 shares 2,705 $3.6M 0.05% +234 Timeline QQQH NEOS ETF TRUST More: the full row for NEOS 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: 46,594 shares; 2025Q2: 47,994 shares; 2025Q3: 60,847 shares; 2025Q4: 65,828 shares 65,828 $3.57M 0.05% +4,981 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: 14,681 shares; 2025Q1: 14,251 shares; 2025Q2: 16,077 shares; 2025Q3: 19,611 shares; 2025Q4: 20,839 shares 20,839 $3.57M 0.05% +1,228 Timeline IJK 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: 36,659 shares; 2024Q4: 36,691 shares; 2025Q1: 39,008 shares; 2025Q2: 36,828 shares; 2025Q3: 35,881 shares; 2025Q4: 36,393 shares 36,393 $3.53M 0.04% +512 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: 4,768 shares; 2024Q4: 24,969 shares; 2025Q1: 29,452 shares; 2025Q2: 31,774 shares; 2025Q3: 32,347 shares; 2025Q4: 32,919 shares 32,919 $3.51M 0.04% +572 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: 38,625 shares; 2024Q4: 38,295 shares; 2025Q1: 40,472 shares; 2025Q2: 43,509 shares; 2025Q3: 42,630 shares; 2025Q4: 39,968 shares 39,968 $3.5M 0.04% -2,662 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,216 shares; 2024Q4: 9,276 shares; 2025Q1: 11,534 shares; 2025Q2: 23,508 shares; 2025Q3: 21,451 shares; 2025Q4: 21,370 shares 21,370 $3.49M 0.04% -81 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: 43,434 shares; 2024Q4: 43,757 shares; 2025Q1: 42,179 shares; 2025Q2: 42,795 shares; 2025Q3: 42,811 shares; 2025Q4: 44,091 shares 44,091 $3.48M 0.04% +1,280 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,620 shares; 2024Q4: 84,595 shares; 2025Q1: 81,619 shares; 2025Q2: 74,353 shares; 2025Q3: 74,430 shares; 2025Q4: 74,548 shares 74,548 $3.47M 0.04% +118 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: 7,330 shares; 2024Q4: 7,235 shares; 2025Q1: 6,951 shares; 2025Q2: 7,236 shares; 2025Q3: 7,139 shares; 2025Q4: 8,004 shares 8,004 $3.41M 0.04% +865 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: 27,705 shares; 2024Q4: 16,827 shares; 2025Q1: 21,490 shares; 2025Q2: 27,814 shares; 2025Q3: 31,133 shares; 2025Q4: 33,339 shares 33,339 $3.33M 0.04% +2,206 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: 6,081 shares; 2024Q4: 5,988 shares; 2025Q1: 6,332 shares; 2025Q2: 6,623 shares; 2025Q3: 6,989 shares; 2025Q4: 6,510 shares 6,510 $3.32M 0.04% -479 Timeline TFSL TFS FINL CORP More: the full row for TFS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 242,546 shares; 2024Q4: 243,591 shares; 2025Q1: 237,963 shares; 2025Q2: 219,212 shares; 2025Q3: 219,596 shares; 2025Q4: 247,221 shares 247,221 $3.31M 0.04% +27,625 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,993 shares; 2024Q4: 13,806 shares; 2025Q1: 13,416 shares; 2025Q2: 13,229 shares; 2025Q3: 11,808 shares; 2025Q4: 11,678 shares 11,678 $3.26M 0.04% -130 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: 7,330 shares; 2024Q4: 20,583 shares; 2025Q1: 29,595 shares; 2025Q2: 34,914 shares; 2025Q3: 43,611 shares; 2025Q4: 65,417 shares 65,417 $3.25M 0.04% +21,806 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,895 shares; 2024Q4: 8,127 shares; 2025Q1: 9,036 shares; 2025Q2: 9,823 shares; 2025Q3: 9,949 shares; 2025Q4: 9,999 shares 9,999 $3.23M 0.04% +50 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: 16,377 shares; 2024Q4: 16,618 shares; 2025Q1: 26,999 shares; 2025Q2: 26,211 shares; 2025Q3: 17,517 shares; 2025Q4: 32,484 shares 32,484 $3.22M 0.04% +14,967 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: 12,624 shares; 2024Q4: 12,801 shares; 2025Q1: 12,530 shares; 2025Q2: 13,023 shares; 2025Q3: 12,608 shares; 2025Q4: 13,082 shares 13,082 $3.22M 0.04% +474 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,638 shares; 2024Q4: 8,136 shares; 2025Q1: 7,875 shares; 2025Q2: 8,176 shares; 2025Q3: 8,070 shares; 2025Q4: 8,351 shares 8,351 $3.2M 0.04% +281 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: 15,343 shares; 2024Q4: 15,577 shares; 2025Q1: 15,118 shares; 2025Q2: 15,631 shares; 2025Q3: 14,956 shares; 2025Q4: 15,266 shares 15,266 $3.18M 0.04% +310 Timeline SCHH 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: 12,290 shares; 2024Q4: 13,039 shares; 2025Q1: 13,061 shares; 2025Q2: 9,649 shares; 2025Q3: 150,212 shares; 2025Q4: 150,251 shares 150,251 $3.14M 0.04% +39 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: 47,893 shares 47,893 $3.14M 0.04% new 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: 2,315 shares; 2024Q4: 1,735 shares; 2025Q1: 1,670 shares; 2025Q2: 3,148 shares; 2025Q3: 3,062 shares; 2025Q4: 3,731 shares 3,731 $3.06M 0.04% +669 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: 7,275 shares; 2024Q4: 6,421 shares; 2025Q1: 6,690 shares; 2025Q2: 8,172 shares; 2025Q3: 8,720 shares; 2025Q4: 9,044 shares 9,044 $3.04M 0.04% +324 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,801 shares; 2024Q4: 14,859 shares; 2025Q1: 15,077 shares; 2025Q2: 16,790 shares; 2025Q3: 16,778 shares; 2025Q4: 16,793 shares 16,793 $3.04M 0.04% +15 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: 13,415 shares; 2024Q4: 12,009 shares; 2025Q1: 11,227 shares; 2025Q2: 12,130 shares; 2025Q3: 12,432 shares; 2025Q4: 12,302 shares 12,302 $3.04M 0.04% -130 Timeline SPGM 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: 43,439 shares; 2024Q4: 43,430 shares; 2025Q1: 45,069 shares; 2025Q2: 25,498 shares; 2025Q3: 31,099 shares; 2025Q4: 39,138 shares 39,138 $3M 0.04% +8,039 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: 51,032 shares; 2024Q4: 56,970 shares; 2025Q1: 59,804 shares; 2025Q2: 72,372 shares; 2025Q3: 92,335 shares; 2025Q4: 93,225 shares 93,225 $2.99M 0.04% +890 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,768 shares; 2024Q4: 3,713 shares; 2025Q1: 5,242 shares; 2025Q2: 5,474 shares; 2025Q3: 5,483 shares; 2025Q4: 5,767 shares 5,767 $2.95M 0.04% +284 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,631 shares; 2024Q4: 12,970 shares; 2025Q1: 11,131 shares; 2025Q2: 12,734 shares; 2025Q3: 12,202 shares; 2025Q4: 12,127 shares 12,127 $2.92M 0.04% -75 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: 35,596 shares; 2024Q4: 107,629 shares; 2025Q1: 109,882 shares; 2025Q2: 111,619 shares; 2025Q3: 108,999 shares; 2025Q4: 107,705 shares 107,705 $2.9M 0.04% -1,294 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: 82,757 shares; 2024Q4: 85,051 shares; 2025Q1: 95,085 shares; 2025Q2: 101,552 shares; 2025Q3: 98,266 shares; 2025Q4: 22,775 shares 22,775 $2.87M 0.04% -75,491 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,038 shares; 2024Q4: 41,654 shares; 2025Q1: 41,306 shares; 2025Q2: 37,696 shares; 2025Q3: 33,977 shares; 2025Q4: 29,094 shares 29,094 $2.84M 0.04% -4,883 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: 45,187 shares; 2024Q4: 12,555 shares; 2025Q1: 16,505 shares; 2025Q2: 17,942 shares; 2025Q3: 36,480 shares; 2025Q4: 35,606 shares 35,606 $2.83M 0.04% -874 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: 31,093 shares; 2024Q4: 30,059 shares; 2025Q1: 30,487 shares; 2025Q2: 30,067 shares; 2025Q3: 32,761 shares; 2025Q4: 34,693 shares 34,693 $2.82M 0.04% +1,932 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,306 shares; 2024Q4: 87,074 shares; 2025Q1: 87,998 shares; 2025Q2: 90,908 shares; 2025Q3: 91,414 shares; 2025Q4: 95,774 shares 95,774 $2.76M 0.03% +4,360 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: 27,534 shares; 2024Q4: 26,811 shares; 2025Q1: 37,028 shares; 2025Q2: 36,007 shares; 2025Q3: 53,098 shares; 2025Q4: 52,137 shares 52,137 $2.76M 0.03% -961 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: 8,763 shares; 2024Q4: 8,775 shares; 2025Q1: 8,404 shares; 2025Q2: 7,931 shares; 2025Q3: 7,753 shares; 2025Q4: 7,849 shares 7,849 $2.75M 0.03% +96 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,109 shares; 2024Q4: 3,754 shares; 2025Q1: 3,573 shares; 2025Q2: 3,899 shares; 2025Q3: 3,814 shares; 2025Q4: 3,621 shares 3,621 $2.73M 0.03% -193 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: 7,058 shares; 2024Q4: 7,390 shares; 2025Q1: 7,040 shares; 2025Q2: 7,209 shares; 2025Q3: 7,166 shares; 2025Q4: 7,702 shares 7,702 $2.72M 0.03% +536 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: 13,963 shares; 2024Q4: 13,780 shares; 2025Q1: 13,671 shares; 2025Q2: 11,432 shares; 2025Q3: 8,519 shares; 2025Q4: 8,950 shares 8,950 $2.72M 0.03% +431 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: 19,651 shares; 2024Q4: 19,023 shares; 2025Q1: 18,916 shares; 2025Q2: 19,044 shares; 2025Q3: 19,018 shares; 2025Q4: 19,130 shares 19,130 $2.64M 0.03% +112 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: 45,251 shares; 2024Q4: 55,806 shares; 2025Q1: 73,870 shares; 2025Q2: 77,071 shares; 2025Q3: 77,071 shares; 2025Q4: 75,678 shares 75,678 $2.63M 0.03% -1,393 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,005 shares; 2024Q4: 146,050 shares; 2025Q1: 141,618 shares; 2025Q2: 139,285 shares; 2025Q3: 138,190 shares; 2025Q4: 135,419 shares 135,419 $2.6M 0.03% -2,771 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,934 shares; 2024Q4: 8,890 shares; 2025Q1: 6,013 shares; 2025Q2: 6,473 shares; 2025Q3: 8,166 shares; 2025Q4: 8,975 shares 8,975 $2.59M 0.03% +809 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,775 shares; 2024Q4: 12,400 shares; 2025Q1: 6,270 shares; 2025Q2: 12,610 shares; 2025Q3: 19,328 shares; 2025Q4: 24,273 shares 24,273 $2.57M 0.03% +4,945 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,616 shares; 2024Q4: 16,955 shares; 2025Q1: 19,539 shares; 2025Q2: 21,472 shares; 2025Q3: 19,068 shares; 2025Q4: 18,852 shares 18,852 $2.55M 0.03% -216 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: 4,345 shares; 2024Q4: 4,453 shares; 2025Q1: 6,429 shares; 2025Q2: 7,680 shares; 2025Q3: 3,904 shares; 2025Q4: 4,086 shares 4,086 $2.54M 0.03% +182 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,409 shares; 2024Q4: 35,989 shares; 2025Q1: 35,967 shares; 2025Q2: 35,747 shares; 2025Q3: 36,531 shares; 2025Q4: 36,463 shares 36,463 $2.54M 0.03% -68 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: 14,580 shares; 2024Q4: 14,760 shares; 2025Q1: 15,798 shares; 2025Q2: 15,768 shares; 2025Q3: 16,135 shares; 2025Q4: 14,863 shares 14,863 $2.53M 0.03% -1,272 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,727 shares; 2024Q4: 83,590 shares; 2025Q1: 84,438 shares; 2025Q2: 83,684 shares; 2025Q3: 82,659 shares; 2025Q4: 85,324 shares 85,324 $2.53M 0.03% +2,665 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: 5,322 shares; 2024Q4: 5,219 shares; 2025Q1: 5,595 shares; 2025Q2: 7,295 shares; 2025Q3: 6,842 shares; 2025Q4: 9,051 shares 9,051 $2.49M 0.03% +2,209 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: 175 shares; 2024Q4: 175 shares; 2025Q1: 5,316 shares; 2025Q2: 12,404 shares; 2025Q3: 17,301 shares; 2025Q4: 24,180 shares 24,180 $2.46M 0.03% +6,879 Timeline HAP VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,366 shares; 2025Q1: 20,366 shares; 2025Q2: 40,732 shares; 2025Q3: 40,732 shares; 2025Q4: 40,732 shares 40,732 $2.45M 0.03% 0 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: 3,033 shares; 2024Q4: 2,960 shares; 2025Q1: 4,361 shares; 2025Q2: 25,351 shares; 2025Q3: 25,042 shares; 2025Q4: 29,107 shares 29,107 $2.43M 0.03% +4,065 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,253 shares; 2024Q4: 1,297 shares; 2025Q1: 1,286 shares; 2025Q2: 1,551 shares; 2025Q3: 1,892 shares; 2025Q4: 1,997 shares 1,997 $2.43M 0.03% +105 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: 22,764 shares; 2024Q4: 14,735 shares; 2025Q1: 17,203 shares; 2025Q2: 16,654 shares; 2025Q3: 16,819 shares; 2025Q4: 18,985 shares 18,985 $2.42M 0.03% +2,166 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,833 shares; 2024Q4: 35,236 shares; 2025Q1: 35,958 shares; 2025Q2: 40,650 shares; 2025Q3: 40,658 shares; 2025Q4: 41,280 shares 41,280 $2.42M 0.03% +622 Timeline CORZ CORE SCIENTIFIC INC NEW More: the full row for CORE SCIENTIFIC INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 213,776 shares; 2024Q4: 181,314 shares; 2025Q1: 156,314 shares; 2025Q2: 163,567 shares; 2025Q3: 162,767 shares; 2025Q4: 163,767 shares 163,767 $2.38M 0.03% +1,000 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,113,336 shares; 2024Q4: 3,115,335 shares; 2025Q1: 226,075 shares; 2025Q2: 80,231 shares; 2025Q3: 99,632 shares; 2025Q4: 103,014 shares 103,014 $2.37M 0.03% +3,382 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: 56,391 shares; 2024Q4: 58,265 shares; 2025Q1: 10,071 shares; 2025Q2: 9,427 shares; 2025Q3: 9,676 shares; 2025Q4: 9,315 shares 9,315 $2.34M 0.03% -361 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: 32,830 shares; 2024Q4: 30,992 shares; 2025Q1: 24,821 shares; 2025Q2: 24,048 shares; 2025Q3: 26,584 shares; 2025Q4: 27,718 shares 27,718 $2.33M 0.03% +1,134 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: 23,204 shares; 2024Q4: 18,145 shares; 2025Q1: 21,336 shares; 2025Q2: 24,375 shares; 2025Q3: 21,832 shares; 2025Q4: 24,827 shares 24,827 $2.32M 0.03% +2,995 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,401 shares; 2024Q4: 17,401 shares; 2025Q1: 18,401 shares; 2025Q2: 26,288 shares; 2025Q3: 29,638 shares; 2025Q4: 34,138 shares 34,138 $2.31M 0.03% +4,500 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,214 shares; 2024Q4: 6,213 shares; 2025Q1: 9,743 shares; 2025Q2: 6,238 shares; 2025Q3: 6,269 shares; 2025Q4: 6,411 shares 6,411 $2.31M 0.03% +142 Timeline NEU NEWMARKET CORP More: the full row for NEWMARKET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,591 shares; 2024Q4: 3,597 shares; 2025Q1: 3,310 shares; 2025Q2: 3,321 shares; 2025Q3: 3,427 shares; 2025Q4: 3,356 shares 3,356 $2.31M 0.03% -71 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,583 shares; 2024Q4: 43,583 shares; 2025Q1: 86,283 shares; 2025Q2: 71,083 shares; 2025Q3: 43,587 shares; 2025Q4: 43,847 shares 43,847 $2.3M 0.03% +260 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: 6,279 shares; 2024Q4: 6,249 shares; 2025Q1: 6,888 shares; 2025Q2: 7,151 shares; 2025Q3: 6,730 shares; 2025Q4: 7,833 shares 7,833 $2.27M 0.03% +1,103 Timeline VTWG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,983 shares; 2024Q4: 9,984 shares; 2025Q1: 9,984 shares; 2025Q2: 9,984 shares; 2025Q3: 9,432 shares; 2025Q4: 9,433 shares 9,433 $2.23M 0.03% +1 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: 75,573 shares; 2024Q4: 74,462 shares; 2025Q1: 76,544 shares; 2025Q2: 75,659 shares; 2025Q3: 79,711 shares; 2025Q4: 74,398 shares 74,398 $2.22M 0.03% -5,313 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,238 shares; 2024Q4: 73,554 shares; 2025Q1: 70,096 shares; 2025Q2: 53,305 shares; 2025Q3: 51,468 shares; 2025Q4: 44,321 shares 44,321 $2.2M 0.03% -7,147 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,363 shares; 2024Q4: 45,688 shares; 2025Q1: 65,175 shares; 2025Q2: 65,338 shares; 2025Q3: 42,368 shares; 2025Q4: 43,511 shares 43,511 $2.18M 0.03% +1,143 Timeline RMT ROYCE MICRO-CAP TR INC More: the full row for ROYCE MICRO-CAP TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 220,795 shares; 2024Q4: 254,634 shares; 2025Q1: 253,141 shares; 2025Q2: 223,577 shares; 2025Q3: 214,832 shares; 2025Q4: 208,557 shares 208,557 $2.18M 0.03% -6,275 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: 2,139 shares; 2024Q4: 2,093 shares; 2025Q1: 2,080 shares; 2025Q2: 2,113 shares; 2025Q3: 2,283 shares; 2025Q4: 2,149 shares 2,149 $2.17M 0.03% -134 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: 35,511 shares; 2024Q4: 33,933 shares; 2025Q1: 33,132 shares; 2025Q2: 34,248 shares; 2025Q3: 38,838 shares; 2025Q4: 39,781 shares 39,781 $2.14M 0.03% +943 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,501 shares; 2024Q4: 75,956 shares; 2025Q1: 78,887 shares; 2025Q2: 77,644 shares; 2025Q3: 75,482 shares; 2025Q4: 75,110 shares 75,110 $2.14M 0.03% -372 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: 18,953 shares; 2024Q4: 21,335 shares; 2025Q1: 17,011 shares; 2025Q2: 22,710 shares; 2025Q3: 25,935 shares; 2025Q4: 25,703 shares 25,703 $2.09M 0.03% -232 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: 65,890 shares; 2024Q4: 59,283 shares; 2025Q1: 24,693 shares; 2025Q2: 24,376 shares; 2025Q3: 23,662 shares; 2025Q4: 18,936 shares 18,936 $2.09M 0.03% -4,726 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: 44,254 shares; 2024Q4: 46,133 shares; 2025Q1: 45,084 shares; 2025Q2: 53,844 shares; 2025Q3: 49,790 shares; 2025Q4: 56,297 shares 56,297 $2.08M 0.03% +6,507 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,740 shares; 2024Q4: 2,163 shares; 2025Q1: 3,805 shares; 2025Q2: 3,940 shares; 2025Q3: 3,683 shares; 2025Q4: 4,194 shares 4,194 $2.06M 0.03% +511 Timeline VTWV 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: 12,848 shares; 2024Q4: 12,850 shares; 2025Q1: 12,850 shares; 2025Q2: 12,851 shares; 2025Q3: 12,853 shares; 2025Q4: 12,854 shares 12,854 $2.06M 0.03% +1 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,880 shares; 2024Q4: 8,204 shares; 2025Q1: 12,805 shares; 2025Q2: 33,598 shares; 2025Q3: 33,492 shares; 2025Q4: 35,310 shares 35,310 $2.05M 0.03% +1,818 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,209 shares; 2024Q4: 12,174 shares; 2025Q1: 12,174 shares; 2025Q2: 12,174 shares; 2025Q3: 12,174 shares; 2025Q4: 12,174 shares 12,174 $2.04M 0.03% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,238 shares; 2024Q4: 27,237 shares; 2025Q1: 24,477 shares; 2025Q2: 25,265 shares; 2025Q3: 25,472 shares; 2025Q4: 27,440 shares 27,440 $2.02M 0.03% +1,968 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: 15,782 shares; 2024Q4: 15,724 shares; 2025Q1: 14,977 shares; 2025Q2: 15,201 shares; 2025Q3: 15,255 shares; 2025Q4: 15,601 shares 15,601 $2.01M 0.03% +346 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: 21,012 shares; 2024Q4: 21,948 shares; 2025Q1: 28,765 shares; 2025Q2: 34,144 shares; 2025Q3: 35,943 shares; 2025Q4: 39,624 shares 39,624 $2.01M 0.03% +3,681 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,852 shares; 2024Q4: 22,889 shares; 2025Q1: 41,991 shares; 2025Q2: 47,689 shares; 2025Q3: 24,574 shares; 2025Q4: 26,195 shares 26,195 $2.01M 0.03% +1,621 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,483 shares; 2024Q4: 16,417 shares; 2025Q1: 19,416 shares; 2025Q2: 19,874 shares; 2025Q3: 19,740 shares; 2025Q4: 19,548 shares 19,548 $2M 0.03% -192 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,731 shares; 2024Q4: 24,915 shares; 2025Q1: 23,120 shares; 2025Q2: 23,130 shares; 2025Q3: 23,523 shares; 2025Q4: 30,269 shares 30,269 $1.97M 0.02% +6,746 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,109 shares; 2024Q4: 11,109 shares; 2025Q1: 10,916 shares; 2025Q2: 10,918 shares; 2025Q3: 10,786 shares; 2025Q4: 10,994 shares 10,994 $1.96M 0.02% +208 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: 2,361 shares; 2024Q4: 2,307 shares; 2025Q1: 2,927 shares; 2025Q2: 11,960 shares; 2025Q3: 8,994 shares; 2025Q4: 20,486 shares 20,486 $1.95M 0.02% +11,492 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: 1,709 shares; 2024Q4: 1,729 shares; 2025Q1: 1,887 shares; 2025Q2: 2,228 shares; 2025Q3: 2,318 shares; 2025Q4: 2,874 shares 2,874 $1.94M 0.02% +556 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,483 shares; 2024Q4: 6,483 shares; 2025Q1: 6,483 shares; 2025Q2: 6,483 shares; 2025Q3: 6,484 shares; 2025Q4: 6,486 shares 6,486 $1.94M 0.02% +2 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,013 shares; 2024Q4: 4,889 shares; 2025Q1: 4,830 shares; 2025Q2: 4,851 shares; 2025Q3: 4,852 shares; 2025Q4: 4,930 shares 4,930 $1.93M 0.02% +78 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: 4,217 shares; 2024Q4: 4,218 shares; 2025Q1: 7,008 shares; 2025Q2: 6,802 shares; 2025Q3: 3,955 shares; 2025Q4: 4,198 shares 4,198 $1.87M 0.02% +243 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,422 shares; 2024Q4: 18,468 shares; 2025Q1: 18,368 shares; 2025Q2: 18,968 shares; 2025Q3: 22,460 shares; 2025Q4: 24,434 shares 24,434 $1.86M 0.02% +1,974 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: 8,266 shares; 2024Q4: 8,016 shares; 2025Q1: 7,357 shares; 2025Q2: 8,087 shares; 2025Q3: 9,144 shares; 2025Q4: 10,008 shares 10,008 $1.86M 0.02% +864 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,383 shares; 2024Q4: 101,636 shares; 2025Q1: 92,705 shares; 2025Q2: 89,545 shares; 2025Q3: 89,422 shares; 2025Q4: 75,838 shares 75,838 $1.84M 0.02% -13,584 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: 10,751 shares; 2024Q4: 8,183 shares; 2025Q1: 8,408 shares; 2025Q2: 10,589 shares; 2025Q3: 13,208 shares; 2025Q4: 11,258 shares 11,258 $1.83M 0.02% -1,950 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,904 shares; 2024Q4: 3,834 shares; 2025Q1: 4,008 shares; 2025Q2: 5,118 shares; 2025Q3: 6,086 shares; 2025Q4: 6,318 shares 6,318 $1.79M 0.02% +232 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,981 shares; 2024Q4: 7,977 shares; 2025Q1: 7,904 shares; 2025Q2: 6,871 shares; 2025Q3: 6,923 shares; 2025Q4: 7,113 shares 7,113 $1.79M 0.02% +190 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,273 shares; 2024Q4: 14,341 shares; 2025Q1: 13,828 shares; 2025Q2: 14,798 shares; 2025Q3: 15,293 shares; 2025Q4: 15,798 shares 15,798 $1.78M 0.02% +505 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: 4,009 shares; 2024Q4: 4,013 shares; 2025Q1: 4,331 shares; 2025Q2: 5,854 shares; 2025Q3: 5,365 shares; 2025Q4: 5,748 shares 5,748 $1.78M 0.02% +383 Timeline IJJ 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: 15,043 shares; 2024Q4: 15,063 shares; 2025Q1: 15,077 shares; 2025Q2: 12,667 shares; 2025Q3: 13,452 shares; 2025Q4: 13,468 shares 13,468 $1.77M 0.02% +16 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,450 shares; 2024Q4: 19,866 shares; 2025Q1: 15,863 shares; 2025Q2: 18,971 shares; 2025Q3: 17,069 shares; 2025Q4: 24,754 shares 24,754 $1.77M 0.02% +7,685 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,274 shares; 2024Q4: 12,274 shares; 2025Q1: 12,274 shares; 2025Q2: 11,914 shares; 2025Q3: 11,914 shares; 2025Q4: 12,614 shares 12,614 $1.76M 0.02% +700 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,833 shares; 2024Q4: 2,839 shares; 2025Q1: 2,642 shares; 2025Q2: 3,785 shares; 2025Q3: 3,845 shares; 2025Q4: 5,192 shares 5,192 $1.75M 0.02% +1,347 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: 4,446 shares; 2024Q4: 4,446 shares; 2025Q1: 4,446 shares; 2025Q2: 4,446 shares; 2025Q3: 4,447 shares; 2025Q4: 4,448 shares 4,448 $1.75M 0.02% +1 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,595 shares; 2024Q4: 12,222 shares; 2025Q1: 11,994 shares; 2025Q2: 12,220 shares; 2025Q3: 12,324 shares; 2025Q4: 14,097 shares 14,097 $1.75M 0.02% +1,773 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: 13,492 shares; 2024Q4: 13,857 shares; 2025Q1: 13,671 shares; 2025Q2: 14,077 shares; 2025Q3: 13,560 shares; 2025Q4: 13,183 shares 13,183 $1.75M 0.02% -377 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: 12,089 shares; 2024Q4: 13,101 shares; 2025Q1: 11,304 shares; 2025Q2: 9,189 shares; 2025Q3: 18,627 shares; 2025Q4: 20,286 shares 20,286 $1.73M 0.02% +1,659 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,045 shares; 2024Q4: 1,045 shares; 2025Q1: 1,033 shares; 2025Q2: 1,033 shares; 2025Q3: 822 shares; 2025Q4: 802 shares 802 $1.72M 0.02% -20 Timeline SPGP 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: 27,588 shares; 2024Q4: 23,112 shares; 2025Q1: 36,122 shares; 2025Q2: 39,718 shares; 2025Q3: 15,158 shares; 2025Q4: 15,094 shares 15,094 $1.72M 0.02% -64 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: 1,689 shares; 2024Q4: 1,701 shares; 2025Q1: 1,784 shares; 2025Q2: 1,940 shares; 2025Q3: 1,970 shares; 2025Q4: 2,120 shares 2,120 $1.72M 0.02% +150 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,238 shares; 2024Q4: 26,676 shares; 2025Q1: 31,662 shares; 2025Q2: 36,476 shares; 2025Q3: 35,785 shares; 2025Q4: 36,844 shares 36,844 $1.71M 0.02% +1,059 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: 18,929 shares; 2024Q4: 13,376 shares; 2025Q1: 17,144 shares; 2025Q2: 8,114 shares; 2025Q3: 8,803 shares; 2025Q4: 8,789 shares 8,789 $1.71M 0.02% -14 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: 22,465 shares; 2024Q4: 23,014 shares; 2025Q1: 21,641 shares; 2025Q2: 21,425 shares; 2025Q3: 21,235 shares; 2025Q4: 23,005 shares 23,005 $1.69M 0.02% +1,770 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: 83,516 shares; 2024Q4: 83,127 shares; 2025Q1: 39,939 shares; 2025Q2: 35,976 shares; 2025Q3: 31,934 shares; 2025Q4: 30,742 shares 30,742 $1.68M 0.02% -1,192 Timeline BIPC BROOKFIELD INFRASTRUCTURE CO More: the full row for BROOKFIELD INFRASTRUCTURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 59,152 shares; 2025Q1: 46,996 shares; 2025Q2: 41,600 shares; 2025Q3: 40,124 shares; 2025Q4: 36,955 shares 36,955 $1.68M 0.02% -3,169 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: 4,942 shares; 2024Q4: 4,851 shares; 2025Q1: 4,877 shares; 2025Q2: 4,883 shares; 2025Q3: 4,851 shares; 2025Q4: 4,851 shares 4,851 $1.66M 0.02% 0 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,300 shares; 2024Q4: 4,300 shares; 2025Q1: 3,125 shares; 2025Q2: 3,125 shares; 2025Q3: 3,125 shares; 2025Q4: 33,612 shares 33,612 $1.66M 0.02% +30,487 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,220 shares; 2024Q4: 8,644 shares; 2025Q1: 8,136 shares; 2025Q2: 8,896 shares; 2025Q3: 9,271 shares; 2025Q4: 10,320 shares 10,320 $1.66M 0.02% +1,049 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,301 shares; 2024Q4: 8,710 shares; 2025Q1: 9,719 shares; 2025Q2: 10,726 shares; 2025Q3: 10,641 shares; 2025Q4: 10,184 shares 10,184 $1.66M 0.02% -457 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,941 shares; 2024Q4: 1,978 shares; 2025Q1: 4,400 shares; 2025Q2: 10,360 shares; 2025Q3: 13,347 shares; 2025Q4: 14,906 shares 14,906 $1.65M 0.02% +1,559 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,891 shares; 2024Q4: 5,885 shares; 2025Q1: 11,719 shares; 2025Q2: 6,038 shares; 2025Q3: 6,391 shares; 2025Q4: 7,329 shares 7,329 $1.65M 0.02% +938 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: 7,581 shares; 2024Q4: 7,584 shares; 2025Q1: 7,589 shares; 2025Q2: 7,985 shares; 2025Q3: 7,860 shares; 2025Q4: 7,815 shares 7,815 $1.65M 0.02% -45 Timeline RPC RIDGEPOST CAP INC More: the full row for RIDGEPOST CAP 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: 171,910 shares; 2025Q2: 171,909 shares; 2025Q3: 241,909 shares; 2025Q4: 167,799 shares 167,799 $1.65M 0.02% -74,110 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,985 shares; 2025Q1: 32,676 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,344 shares 30,344 $1.64M 0.02% new 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: 14,999 shares; 2024Q4: 15,833 shares; 2025Q1: 14,808 shares; 2025Q2: 15,306 shares; 2025Q3: 13,682 shares; 2025Q4: 14,603 shares 14,603 $1.64M 0.02% +921 Timeline ACWV 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: 13,936 shares; 2024Q4: 27,615 shares; 2025Q1: 24,914 shares; 2025Q2: 11,186 shares; 2025Q3: 10,264 shares; 2025Q4: 13,662 shares 13,662 $1.62M 0.02% +3,398 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: 10,268 shares; 2024Q4: 8,729 shares; 2025Q1: 8,396 shares; 2025Q2: 9,308 shares; 2025Q3: 9,262 shares; 2025Q4: 12,617 shares 12,617 $1.61M 0.02% +3,355 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: 3,556 shares; 2024Q4: 3,437 shares; 2025Q1: 3,554 shares; 2025Q2: 3,520 shares; 2025Q3: 3,527 shares; 2025Q4: 3,527 shares 3,527 $1.6M 0.02% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,814 shares; 2024Q4: 13,008 shares; 2025Q1: 13,452 shares; 2025Q2: 14,882 shares; 2025Q3: 11,802 shares; 2025Q4: 12,184 shares 12,184 $1.57M 0.02% +382 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,956 shares; 2024Q4: 3,609 shares; 2025Q1: 4,080 shares; 2025Q2: 5,817 shares; 2025Q3: 5,571 shares; 2025Q4: 8,319 shares 8,319 $1.56M 0.02% +2,748 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: 8,737 shares; 2024Q4: 8,347 shares; 2025Q1: 8,354 shares; 2025Q2: 8,850 shares; 2025Q3: 8,912 shares; 2025Q4: 14,153 shares 14,153 $1.56M 0.02% +5,241 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,250 shares; 2024Q4: 80,250 shares; 2025Q1: 80,250 shares; 2025Q2: 80,060 shares; 2025Q3: 80,084 shares; 2025Q4: 80,080 shares 80,080 $1.55M 0.02% -4 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: 3,889 shares; 2024Q4: 4,329 shares; 2025Q1: 5,642 shares; 2025Q2: 5,729 shares; 2025Q3: 5,590 shares; 2025Q4: 5,881 shares 5,881 $1.54M 0.02% +291 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: 8,886 shares; 2024Q4: 9,076 shares; 2025Q1: 9,881 shares; 2025Q2: 11,086 shares; 2025Q3: 12,654 shares; 2025Q4: 13,165 shares 13,165 $1.52M 0.02% +511 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,359 shares; 2024Q4: 11,175 shares; 2025Q1: 12,013 shares; 2025Q2: 13,119 shares; 2025Q3: 12,696 shares; 2025Q4: 12,329 shares 12,329 $1.52M 0.02% -367 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,522 shares; 2024Q4: 19,973 shares; 2025Q1: 23,503 shares; 2025Q2: 32,514 shares; 2025Q3: 27,507 shares; 2025Q4: 31,609 shares 31,609 $1.5M 0.02% +4,102 Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 798,488 shares; 2024Q4: 863,305 shares; 2025Q1: 855,421 shares; 2025Q2: 882,174 shares; 2025Q3: 477,579 shares; 2025Q4: 58,118 shares 58,118 $1.49M 0.02% -419,461 Timeline QYLD 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: 14,606 shares; 2024Q4: 25,388 shares; 2025Q1: 40,170 shares; 2025Q2: 64,073 shares; 2025Q3: 65,247 shares; 2025Q4: 84,174 shares 84,174 $1.49M 0.02% +18,927 Timeline GDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 56,883 shares; 2025Q1: 39,283 shares; 2025Q2: not reported; 2025Q3: 39,283 shares; 2025Q4: 39,283 shares 39,283 $1.49M 0.02% 0 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: 2,604 shares; 2024Q4: 2,563 shares; 2025Q1: 2,556 shares; 2025Q2: 3,118 shares; 2025Q3: 2,880 shares; 2025Q4: 3,169 shares 3,169 $1.49M 0.02% +289 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: 603 shares; 2024Q4: 538 shares; 2025Q1: 435 shares; 2025Q2: 927 shares; 2025Q3: 1,255 shares; 2025Q4: 1,377 shares 1,377 $1.47M 0.02% +122 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,636 shares; 2024Q4: 7,323 shares; 2025Q1: 7,363 shares; 2025Q2: 7,582 shares; 2025Q3: 7,876 shares; 2025Q4: 7,197 shares 7,197 $1.46M 0.02% -679 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: 15,293 shares; 2024Q4: 15,352 shares; 2025Q1: 29,439 shares; 2025Q2: 29,439 shares; 2025Q3: 14,650 shares; 2025Q4: 14,698 shares 14,698 $1.45M 0.02% +48 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,003 shares; 2024Q4: 11,434 shares; 2025Q1: 13,096 shares; 2025Q2: 15,773 shares; 2025Q3: 20,361 shares; 2025Q4: 21,635 shares 21,635 $1.45M 0.02% +1,274 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,916 shares; 2024Q4: 5,905 shares; 2025Q1: 5,662 shares; 2025Q2: 6,201 shares; 2025Q3: 6,415 shares; 2025Q4: 7,930 shares 7,930 $1.43M 0.02% +1,515 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: 24,595 shares; 2024Q4: 19,631 shares; 2025Q1: 21,026 shares; 2025Q2: 19,750 shares; 2025Q3: 18,681 shares; 2025Q4: 14,090 shares 14,090 $1.42M 0.02% -4,591 Timeline UAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,716 shares; 2024Q4: 35,416 shares; 2025Q1: 35,416 shares; 2025Q2: not reported; 2025Q3: 35,416 shares; 2025Q4: 35,416 shares 35,416 $1.41M 0.02% 0 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: 30,330 shares; 2024Q4: 33,218 shares; 2025Q1: 29,724 shares; 2025Q2: 30,824 shares; 2025Q3: 23,473 shares; 2025Q4: 26,625 shares 26,625 $1.41M 0.02% +3,152 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,659 shares; 2024Q4: 2,824 shares; 2025Q1: 3,000 shares; 2025Q2: 2,398 shares; 2025Q3: 2,430 shares; 2025Q4: 2,403 shares 2,403 $1.4M 0.02% -27 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: 8,671 shares; 2024Q4: 8,427 shares; 2025Q1: 8,669 shares; 2025Q2: 8,141 shares; 2025Q3: 8,197 shares; 2025Q4: 8,478 shares 8,478 $1.38M 0.02% +281 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,065 shares; 2024Q4: 6,173 shares; 2025Q1: 6,671 shares; 2025Q2: 5,610 shares; 2025Q3: 5,630 shares; 2025Q4: 6,686 shares 6,686 $1.37M 0.02% +1,056 Timeline RSPT 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: 49,107 shares; 2024Q4: 33,043 shares; 2025Q1: 33,047 shares; 2025Q2: 41,394 shares; 2025Q3: 40,540 shares; 2025Q4: 30,116 shares 30,116 $1.37M 0.02% -10,424 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,583 shares; 2024Q4: 4,495 shares; 2025Q1: 4,494 shares; 2025Q2: 4,313 shares; 2025Q3: 6,067 shares; 2025Q4: 7,371 shares 7,371 $1.37M 0.02% +1,304 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: 2,620 shares; 2024Q4: 2,621 shares; 2025Q1: 2,924 shares; 2025Q2: 2,926 shares; 2025Q3: 2,926 shares; 2025Q4: 2,846 shares 2,846 $1.37M 0.02% -80 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,066 shares; 2024Q4: 22,019 shares; 2025Q1: 19,578 shares; 2025Q2: 21,282 shares; 2025Q3: 20,425 shares; 2025Q4: 20,059 shares 20,059 $1.37M 0.02% -366 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,159 shares; 2024Q4: 2,218 shares; 2025Q1: 2,277 shares; 2025Q2: 3,202 shares; 2025Q3: 3,034 shares; 2025Q4: 3,502 shares 3,502 $1.36M 0.02% +468 Timeline VFMO 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: 15,604 shares; 2024Q4: 9,730 shares; 2025Q1: 10,140 shares; 2025Q2: 9,902 shares; 2025Q3: 8,294 shares; 2025Q4: 7,051 shares 7,051 $1.35M 0.02% -1,243 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: 26,737 shares; 2024Q4: 26,033 shares; 2025Q1: 46,147 shares; 2025Q2: 72,831 shares; 2025Q3: 30,650 shares; 2025Q4: 33,421 shares 33,421 $1.34M 0.02% +2,771 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: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 3,001 shares; 2025Q2: 3,015 shares; 2025Q3: 1,526 shares; 2025Q4: 4,644 shares 4,644 $1.33M 0.02% +3,118 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,928 shares; 2024Q4: 1,865 shares; 2025Q1: 2,899 shares; 2025Q2: 3,666 shares; 2025Q3: 3,626 shares; 2025Q4: 5,062 shares 5,062 $1.33M 0.02% +1,436 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,891 shares; 2024Q4: 14,623 shares; 2025Q1: 14,343 shares; 2025Q2: 17,830 shares; 2025Q3: 14,735 shares; 2025Q4: 29,688 shares 29,688 $1.33M 0.02% +14,953 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: 8,261 shares; 2024Q4: 8,194 shares; 2025Q1: 8,200 shares; 2025Q2: 11,181 shares; 2025Q3: 8,909 shares; 2025Q4: 8,708 shares 8,708 $1.32M 0.02% -201 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,474 shares; 2024Q4: 5,734 shares; 2025Q1: 4,031 shares; 2025Q2: 3,906 shares; 2025Q3: 4,510 shares; 2025Q4: 4,481 shares 4,481 $1.32M 0.02% -29 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: 113,019 shares; 2024Q4: 112,146 shares; 2025Q1: 105,949 shares; 2025Q2: 105,189 shares; 2025Q3: 110,499 shares; 2025Q4: 19,340 shares 19,340 $1.3M 0.02% -91,159 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,285 shares; 2024Q4: 45,493 shares; 2025Q1: 46,097 shares; 2025Q2: 48,418 shares; 2025Q3: 50,469 shares; 2025Q4: 50,351 shares 50,351 $1.28M 0.02% -118 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: 15,511 shares; 2024Q4: 15,111 shares; 2025Q1: 8,953 shares; 2025Q2: 7,365 shares; 2025Q3: 7,291 shares; 2025Q4: 7,912 shares 7,912 $1.27M 0.02% +621 Timeline SPTM 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: 1,545 shares; 2025Q1: 13,929 shares; 2025Q2: 4,894 shares; 2025Q3: 5,315 shares; 2025Q4: 15,316 shares 15,316 $1.26M 0.02% +10,001 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 405 shares; 2024Q4: 42 shares; 2025Q1: 186 shares; 2025Q2: 1,041 shares; 2025Q3: 1,218 shares; 2025Q4: 1,346 shares 1,346 $1.26M 0.02% +128 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,213 shares; 2025Q4: 23,214 shares 23,214 $1.25M 0.02% +4,001 Timeline EQH EQUITABLE HLDGS INC More: the full row for EQUITABLE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,070 shares; 2024Q4: 28,301 shares; 2025Q1: 26,427 shares; 2025Q2: 26,857 shares; 2025Q3: 25,597 shares; 2025Q4: 25,926 shares 25,926 $1.24M 0.02% +329 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,377 shares; 2024Q4: 16,398 shares; 2025Q1: 16,123 shares; 2025Q2: 16,552 shares; 2025Q3: 15,877 shares; 2025Q4: 15,902 shares 15,902 $1.23M 0.02% +25 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: 10,792 shares; 2024Q4: 9,674 shares; 2025Q1: 9,601 shares; 2025Q2: 10,669 shares; 2025Q3: 12,378 shares; 2025Q4: 14,083 shares 14,083 $1.23M 0.02% +1,705 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: 4,082 shares; 2024Q4: 5,182 shares; 2025Q1: 5,131 shares; 2025Q2: 6,291 shares; 2025Q3: 6,049 shares; 2025Q4: 6,148 shares 6,148 $1.23M 0.02% +99 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106 shares; 2024Q4: 19 shares; 2025Q1: not reported; 2025Q2: 337 shares; 2025Q3: 326 shares; 2025Q4: 19,773 shares 19,773 $1.23M 0.02% +19,447 Timeline RXI 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: 2,395 shares; 2024Q4: 2,165 shares; 2025Q1: 1,265 shares; 2025Q2: 1,255 shares; 2025Q3: 5,856 shares; 2025Q4: 5,962 shares 5,962 $1.22M 0.02% +106 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68 shares; 2024Q4: 73,878 shares; 2025Q1: 76,325 shares; 2025Q2: 84,645 shares; 2025Q3: 84,035 shares; 2025Q4: 85,033 shares 85,033 $1.22M 0.02% +998 Timeline MBCN MIDDLEFIELD BANC CORP More: the full row for MIDDLEFIELD BANC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,982 shares; 2024Q4: 45,882 shares; 2025Q1: 45,882 shares; 2025Q2: 42,549 shares; 2025Q3: 39,368 shares; 2025Q4: 34,684 shares 34,684 $1.2M 0.02% -4,684 Timeline BCAT BLACKROCK CAP ALLOCATION TER More: the full row for BLACKROCK CAP ALLOCATION TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,961 shares; 2024Q4: 82,460 shares; 2025Q1: 83,420 shares; 2025Q2: 84,423 shares; 2025Q3: 84,423 shares; 2025Q4: 84,423 shares 84,423 $1.2M 0.02% 0 Timeline BSCV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,908 shares; 2025Q2: 13,439 shares; 2025Q3: 13,439 shares; 2025Q4: 71,450 shares 71,450 $1.19M 0.02% +58,011 Timeline GIL GILDAN ACTIVEWEAR INC More: the full row for GILDAN ACTIVEWEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,942 shares; 2024Q4: 18,955 shares; 2025Q1: 18,480 shares; 2025Q2: 18,989 shares; 2025Q3: 19,002 shares; 2025Q4: 19,016 shares 19,016 $1.19M 0.01% +14 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: 54,837 shares; 2024Q4: 237,552 shares; 2025Q1: 24,205 shares; 2025Q2: 26,420 shares; 2025Q3: 12,883 shares; 2025Q4: 12,958 shares 12,958 $1.18M 0.01% +75 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: 2,500 shares; 2024Q4: 2,445 shares; 2025Q1: 2,955 shares; 2025Q2: 2,979 shares; 2025Q3: 2,880 shares; 2025Q4: 3,037 shares 3,037 $1.18M 0.01% +157 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153 shares; 2024Q4: 209 shares; 2025Q1: 445 shares; 2025Q2: 2,877 shares; 2025Q3: 2,747 shares; 2025Q4: 3,769 shares 3,769 $1.18M 0.01% +1,022 Timeline VTEI VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,578 shares; 2025Q3: 10,591 shares; 2025Q4: 11,584 shares 11,584 $1.17M 0.01% +993 Timeline EPI 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: 2,130 shares; 2024Q4: 12,987 shares; 2025Q1: 6,858 shares; 2025Q2: 24,438 shares; 2025Q3: 24,438 shares; 2025Q4: 25,197 shares 25,197 $1.17M 0.01% +759 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,398 shares; 2024Q4: 9,157 shares; 2025Q1: 9,473 shares; 2025Q2: 10,140 shares; 2025Q3: 11,035 shares; 2025Q4: 11,681 shares 11,681 $1.17M 0.01% +646 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,389 shares; 2024Q4: 16,151 shares; 2025Q1: 18,866 shares; 2025Q2: 18,751 shares; 2025Q3: 13,209 shares; 2025Q4: 13,324 shares 13,324 $1.16M 0.01% +115 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,635 shares; 2024Q4: 11,578 shares; 2025Q1: 11,794 shares; 2025Q2: 10,734 shares; 2025Q3: 11,569 shares; 2025Q4: 11,656 shares 11,656 $1.16M 0.01% +87 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: 3,477 shares; 2024Q4: 4,076 shares; 2025Q1: 3,640 shares; 2025Q2: 4,622 shares; 2025Q3: 4,520 shares; 2025Q4: 4,761 shares 4,761 $1.16M 0.01% +241 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,931 shares; 2024Q4: 17,107 shares; 2025Q1: 16,318 shares; 2025Q2: 13,536 shares; 2025Q3: 13,962 shares; 2025Q4: 14,255 shares 14,255 $1.15M 0.01% +293 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 181 shares; 2024Q4: 31 shares; 2025Q1: 1,839 shares; 2025Q2: 1,710 shares; 2025Q3: 13,387 shares; 2025Q4: 27,907 shares 27,907 $1.15M 0.01% +14,520 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,322 shares; 2024Q4: 35,754 shares; 2025Q1: 31,097 shares; 2025Q2: 33,461 shares; 2025Q3: 40,731 shares; 2025Q4: 41,578 shares 41,578 $1.14M 0.01% +847 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,720 shares; 2024Q4: 2,710 shares; 2025Q1: 2,696 shares; 2025Q2: 4,323 shares; 2025Q3: 4,202 shares; 2025Q4: 5,517 shares 5,517 $1.13M 0.01% +1,315 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: 16,972 shares; 2024Q4: 16,113 shares; 2025Q1: 16,090 shares; 2025Q2: 17,463 shares; 2025Q3: 17,315 shares; 2025Q4: 18,139 shares 18,139 $1.13M 0.01% +824 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,014 shares; 2024Q4: 13,725 shares; 2025Q1: 10,084 shares; 2025Q2: 11,192 shares; 2025Q3: 10,877 shares; 2025Q4: 11,063 shares 11,063 $1.13M 0.01% +186 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,816 shares; 2024Q4: 537 shares; 2025Q1: 386 shares; 2025Q2: 3,257 shares; 2025Q3: 5,707 shares; 2025Q4: 8,522 shares 8,522 $1.13M 0.01% +2,815 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: 9,668 shares; 2024Q4: 9,220 shares; 2025Q1: 9,050 shares; 2025Q2: 10,879 shares; 2025Q3: 10,392 shares; 2025Q4: 21,188 shares 21,188 $1.13M 0.01% +10,796 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: 18,291 shares; 2024Q4: 15,320 shares; 2025Q1: 23,950 shares; 2025Q2: 32,703 shares; 2025Q3: 35,203 shares; 2025Q4: 30,729 shares 30,729 $1.13M 0.01% -4,474 Timeline KEX KIRBY CORP More: the full row for KIRBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,269 shares; 2024Q4: 1,388 shares; 2025Q1: 933 shares; 2025Q2: 11,368 shares; 2025Q3: 10,573 shares; 2025Q4: 10,205 shares 10,205 $1.12M 0.01% -368 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 208,486 shares; 2024Q4: 248,000 shares; 2025Q1: 21,988 shares; 2025Q2: 13,169 shares; 2025Q3: 12,182 shares; 2025Q4: 11,168 shares 11,168 $1.12M 0.01% -1,014 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,113 shares; 2024Q4: 2,317 shares; 2025Q1: 3,168 shares; 2025Q2: 5,514 shares; 2025Q3: 5,867 shares; 2025Q4: 5,107 shares 5,107 $1.12M 0.01% -760 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,637 shares; 2024Q4: 2,637 shares; 2025Q1: 2,954 shares; 2025Q2: 2,619 shares; 2025Q3: 2,689 shares; 2025Q4: 3,160 shares 3,160 $1.12M 0.01% +471 Timeline OPK OPKO HEALTH INC More: the full row for OPKO HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 882,542 shares; 2024Q4: 883,042 shares; 2025Q1: 883,042 shares; 2025Q2: 883,042 shares; 2025Q3: not reported; 2025Q4: 882,367 shares 882,367 $1.11M 0.01% new Timeline SCHK 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: 10,983 shares; 2024Q4: 26,673 shares; 2025Q1: 31,095 shares; 2025Q2: 33,313 shares; 2025Q3: 33,877 shares; 2025Q4: 33,854 shares 33,854 $1.11M 0.01% -23 Timeline SPSM 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: 18,578 shares; 2024Q4: 18,681 shares; 2025Q1: 22,108 shares; 2025Q2: 21,241 shares; 2025Q3: 22,844 shares; 2025Q4: 23,676 shares 23,676 $1.11M 0.01% +832 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,060 shares; 2024Q4: 3,830 shares; 2025Q1: 5,512 shares; 2025Q2: 3,027 shares; 2025Q3: 2,908 shares; 2025Q4: 2,493 shares 2,493 $1.11M 0.01% -415 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: 5,581 shares; 2024Q4: 28,486 shares; 2025Q1: 37,929 shares; 2025Q2: 40,624 shares; 2025Q3: 40,852 shares; 2025Q4: 42,825 shares 42,825 $1.1M 0.01% +1,973 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: 2,024 shares; 2024Q4: 1,207 shares; 2025Q1: 2,104 shares; 2025Q2: 3,041 shares; 2025Q3: 7,757 shares; 2025Q4: 6,715 shares 6,715 $1.09M 0.01% -1,042 Timeline FIW 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: 823 shares; 2024Q4: 5,395 shares; 2025Q1: 5,395 shares; 2025Q2: 9,967 shares; 2025Q3: 9,967 shares; 2025Q4: 9,967 shares 9,967 $1.08M 0.01% 0 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: 8,610 shares; 2024Q4: 8,128 shares; 2025Q1: 8,119 shares; 2025Q2: 8,719 shares; 2025Q3: 8,577 shares; 2025Q4: 9,851 shares 9,851 $1.08M 0.01% +1,274 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,317 shares; 2024Q4: 10,193 shares; 2025Q1: 10,213 shares; 2025Q2: 10,716 shares; 2025Q3: 10,675 shares; 2025Q4: 11,240 shares 11,240 $1.08M 0.01% +565 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140 shares; 2024Q4: 191 shares; 2025Q1: 565 shares; 2025Q2: 405 shares; 2025Q3: 488 shares; 2025Q4: 6,589 shares 6,589 $1.07M 0.01% +6,101 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,920 shares; 2024Q4: 53,190 shares; 2025Q1: 53,637 shares; 2025Q2: 56,370 shares; 2025Q3: 58,871 shares; 2025Q4: 62,247 shares 62,247 $1.06M 0.01% +3,376 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,276 shares; 2024Q4: 1,328 shares; 2025Q1: 7,094 shares; 2025Q2: 8,541 shares; 2025Q3: 44,172 shares; 2025Q4: 65,848 shares 65,848 $1.06M 0.01% +21,676 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: 5,457 shares; 2024Q4: 6,647 shares; 2025Q1: 4,304 shares; 2025Q2: 5,614 shares; 2025Q3: 5,911 shares; 2025Q4: 5,793 shares 5,793 $1.05M 0.01% -118 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,889 shares; 2024Q4: 3,875 shares; 2025Q1: 2,836 shares; 2025Q2: 3,587 shares; 2025Q3: 5,424 shares; 2025Q4: 4,719 shares 4,719 $1.05M 0.01% -705 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: 8,464 shares; 2024Q4: 10,522 shares; 2025Q1: 10,812 shares; 2025Q2: 11,026 shares; 2025Q3: 10,881 shares; 2025Q4: 10,031 shares 10,031 $1.04M 0.01% -850 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,845 shares; 2024Q4: 2,708 shares; 2025Q1: 2,760 shares; 2025Q2: 2,924 shares; 2025Q3: 3,329 shares; 2025Q4: 3,751 shares 3,751 $1.03M 0.01% +422 Timeline INQQ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,562 shares; 2024Q4: 48,054 shares; 2025Q1: 20,836 shares; 2025Q2: 69,942 shares; 2025Q3: 69,942 shares; 2025Q4: 69,942 shares 69,942 $1.03M 0.01% 0 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: 2,601 shares; 2024Q4: 2,333 shares; 2025Q1: 3,625 shares; 2025Q2: 4,333 shares; 2025Q3: 4,519 shares; 2025Q4: 5,011 shares 5,011 $1.02M 0.01% +492 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: 3,850 shares; 2024Q4: 4,580 shares; 2025Q1: 4,494 shares; 2025Q2: 4,737 shares; 2025Q3: 6,425 shares; 2025Q4: 7,055 shares 7,055 $1.02M 0.01% +630 Timeline FWONK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,303 shares; 2024Q4: 9,971 shares; 2025Q1: 9,981 shares; 2025Q2: 9,984 shares; 2025Q3: 10,171 shares; 2025Q4: 10,312 shares 10,312 $1.02M 0.01% +141 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,456 shares; 2024Q4: 7,464 shares; 2025Q1: 7,227 shares; 2025Q2: 7,232 shares; 2025Q3: 7,240 shares; 2025Q4: 6,842 shares 6,842 $1.01M 0.01% -398 Timeline GMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI 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: 24,516 shares; 2025Q3: 24,516 shares; 2025Q4: 24,516 shares 24,516 $1.01M 0.01% 0 Timeline SHV 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: 53,204 shares; 2024Q4: 52,532 shares; 2025Q1: 30,664 shares; 2025Q2: 31,152 shares; 2025Q3: 19,321 shares; 2025Q4: 9,161 shares 9,161 $1.01M 0.01% -10,160 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,355 shares; 2024Q4: 23,205 shares; 2025Q1: 21,455 shares; 2025Q2: 22,975 shares; 2025Q3: 25,514 shares; 2025Q4: 25,558 shares 25,558 $1.01M 0.01% +44 Timeline CVGI COMMERCIAL VEH GROUP INC More: the full row for COMMERCIAL VEH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 100,000 shares; 2025Q1: 500,000 shares; 2025Q2: 700,000 shares; 2025Q3: 700,000 shares; 2025Q4: 700,000 shares 700,000 $1.01M 0.01% 0 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,579 shares; 2024Q4: 2,573 shares; 2025Q1: 2,592 shares; 2025Q2: 2,794 shares; 2025Q3: 2,879 shares; 2025Q4: 3,062 shares 3,062 $1.01M 0.01% +183 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,195 shares; 2024Q4: 7,297 shares; 2025Q1: 7,498 shares; 2025Q2: 7,500 shares; 2025Q3: 7,504 shares; 2025Q4: 7,512 shares 7,512 $1M 0.01% +8 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: 12,094 shares; 2024Q4: 12,360 shares; 2025Q1: 11,581 shares; 2025Q2: 14,545 shares; 2025Q3: 14,865 shares; 2025Q4: 16,641 shares 16,641 $1M 0.01% +1,776 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,132 shares; 2024Q4: 16,549 shares; 2025Q1: 16,310 shares; 2025Q2: 16,556 shares; 2025Q3: 16,163 shares; 2025Q4: 17,334 shares 17,334 $997K 0.01% +1,171 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,323 shares; 2024Q4: 15,547 shares; 2025Q1: 15,323 shares; 2025Q2: 15,323 shares; 2025Q3: 15,323 shares; 2025Q4: 15,319 shares 15,319 $996K 0.01% -4 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,156 shares; 2024Q4: 78,335 shares; 2025Q1: 97,273 shares; 2025Q2: 88,362 shares; 2025Q3: 89,604 shares; 2025Q4: 74,875 shares 74,875 $994K 0.01% -14,729 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,967 shares; 2024Q4: 7,948 shares; 2025Q1: 7,948 shares; 2025Q2: 7,749 shares; 2025Q3: 7,467 shares; 2025Q4: 7,020 shares 7,020 $991K 0.01% -447 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,770 shares; 2024Q4: 11,810 shares; 2025Q1: 11,974 shares; 2025Q2: 12,425 shares; 2025Q3: 12,951 shares; 2025Q4: 12,330 shares 12,330 $989K 0.01% -621 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,792 shares; 2024Q4: 13,792 shares; 2025Q1: 20,564 shares; 2025Q2: 20,564 shares; 2025Q3: 20,564 shares; 2025Q4: 20,564 shares 20,564 $984K 0.01% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,826 shares; 2024Q4: 8,630 shares; 2025Q1: 4,339 shares; 2025Q2: 3,961 shares; 2025Q3: 1,823 shares; 2025Q4: 8,458 shares 8,458 $982K 0.01% +6,635 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,093 shares; 2024Q4: 5,004 shares; 2025Q1: 4,212 shares; 2025Q2: 4,465 shares; 2025Q3: 4,174 shares; 2025Q4: 4,620 shares 4,620 $979K 0.01% +446 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: 10,710 shares; 2024Q4: 6,675 shares; 2025Q1: 10,911 shares; 2025Q2: 12,245 shares; 2025Q3: 13,349 shares; 2025Q4: 14,596 shares 14,596 $978K 0.01% +1,247 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,409 shares; 2024Q4: 28,513 shares; 2025Q1: 30,384 shares; 2025Q2: 44,501 shares; 2025Q3: 44,080 shares; 2025Q4: 39,369 shares 39,369 $955K 0.01% -4,711 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,696 shares; 2025Q3: 9,696 shares; 2025Q4: 10,431 shares 10,431 $954K 0.01% +735 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,705 shares; 2024Q4: 38,128 shares; 2025Q1: 40,066 shares; 2025Q2: 51,686 shares; 2025Q3: 53,327 shares; 2025Q4: 55,094 shares 55,094 $950K 0.01% +1,767 Timeline RSPS 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: 8,106 shares; 2025Q1: 36,498 shares; 2025Q2: 19,287 shares; 2025Q3: not reported; 2025Q4: 32,578 shares 32,578 $946K 0.01% new Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 328 shares; 2024Q4: 340 shares; 2025Q1: 328 shares; 2025Q2: 7,554 shares; 2025Q3: 8,640 shares; 2025Q4: 10,834 shares 10,834 $944K 0.01% +2,194 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,404 shares; 2024Q4: 18,092 shares; 2025Q1: 17,424 shares; 2025Q2: 17,193 shares; 2025Q3: 15,671 shares; 2025Q4: 15,977 shares 15,977 $944K 0.01% +306 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: 14,033 shares; 2024Q4: 13,061 shares; 2025Q1: 13,307 shares; 2025Q2: 13,358 shares; 2025Q3: 13,359 shares; 2025Q4: 12,758 shares 12,758 $939K 0.01% -601 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: 12,392 shares; 2024Q4: 13,561 shares; 2025Q1: 13,823 shares; 2025Q2: 12,771 shares; 2025Q3: 13,132 shares; 2025Q4: 12,611 shares 12,611 $937K 0.01% -521 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,250 shares; 2024Q4: 36,582 shares; 2025Q1: 23,578 shares; 2025Q2: 23,176 shares; 2025Q3: 12,176 shares; 2025Q4: 25,398 shares 25,398 $936K 0.01% +13,222 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,196 shares; 2024Q4: 70,840 shares; 2025Q1: 66,128 shares; 2025Q2: 70,672 shares; 2025Q3: 68,772 shares; 2025Q4: 70,923 shares 70,923 $931K 0.01% +2,151 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,478 shares; 2024Q4: 6,478 shares; 2025Q1: 9,223 shares; 2025Q2: 9,133 shares; 2025Q3: 10,073 shares; 2025Q4: 10,158 shares 10,158 $929K 0.01% +85 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: 10,187 shares; 2024Q4: 9,662 shares; 2025Q1: 8,242 shares; 2025Q2: 9,529 shares; 2025Q3: 10,120 shares; 2025Q4: 10,078 shares 10,078 $927K 0.01% -42 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,292 shares; 2024Q4: 2,709 shares; 2025Q1: 3,066 shares; 2025Q2: 3,650 shares; 2025Q3: 5,317 shares; 2025Q4: 5,525 shares 5,525 $917K 0.01% +208 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,991 shares; 2024Q4: 5,857 shares; 2025Q1: 5,783 shares; 2025Q2: 6,472 shares; 2025Q3: 6,403 shares; 2025Q4: 8,620 shares 8,620 $909K 0.01% +2,217 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,419 shares; 2024Q4: 15,069 shares; 2025Q1: 21,685 shares; 2025Q2: 25,740 shares; 2025Q3: 25,813 shares; 2025Q4: 18,863 shares 18,863 $902K 0.01% -6,950 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192 shares; 2024Q4: 247 shares; 2025Q1: 274 shares; 2025Q2: 255 shares; 2025Q3: 373 shares; 2025Q4: 447 shares 447 $900K 0.01% +74 Timeline