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: 161,078 shares; 2024Q4: 170,531 shares; 2025Q1: 163,727 shares; 2025Q2: 152,346 shares; 2025Q3: 151,711 shares; 2025Q4: 149,495 shares 149,495 $40.6M 5.42% -2,216 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: 57,161 shares; 2024Q4: 63,704 shares; 2025Q1: 61,087 shares; 2025Q2: 59,779 shares; 2025Q3: 61,318 shares; 2025Q4: 61,851 shares 61,851 $29.9M 3.99% +533 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: 21,651 shares; 2024Q4: 23,589 shares; 2025Q1: 24,788 shares; 2025Q2: 27,421 shares; 2025Q3: 31,098 shares; 2025Q4: 33,041 shares 33,041 $22.6M 3.02% +1,943 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: 17,882 shares; 2024Q4: 18,136 shares; 2025Q1: 17,943 shares; 2025Q2: 17,510 shares; 2025Q3: 17,604 shares; 2025Q4: 17,404 shares 17,404 $18.7M 2.49% -200 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: 52,986 shares; 2024Q4: 56,723 shares; 2025Q1: 56,373 shares; 2025Q2: 55,802 shares; 2025Q3: 57,695 shares; 2025Q4: 57,173 shares 57,173 $17.9M 2.39% -522 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: 51,860 shares; 2024Q4: 53,505 shares; 2025Q1: 52,232 shares; 2025Q2: 51,886 shares; 2025Q3: 52,854 shares; 2025Q4: 53,630 shares 53,630 $17.3M 2.3% +776 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: 74,205 shares; 2024Q4: 80,240 shares; 2025Q1: 76,002 shares; 2025Q2: 75,313 shares; 2025Q3: 78,263 shares; 2025Q4: 81,594 shares 81,594 $15.2M 2.03% +3,331 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: 57,661 shares; 2024Q4: 61,074 shares; 2025Q1: 59,666 shares; 2025Q2: 58,880 shares; 2025Q3: 61,871 shares; 2025Q4: 64,093 shares 64,093 $14.8M 1.97% +2,222 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: 52,662 shares; 2024Q4: 54,388 shares; 2025Q1: 54,209 shares; 2025Q2: 54,007 shares; 2025Q3: 56,011 shares; 2025Q4: 56,346 shares 56,346 $11.7M 1.55% +335 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146,618 shares; 2024Q4: 151,478 shares; 2025Q1: 150,069 shares; 2025Q2: 158,529 shares; 2025Q3: 161,911 shares; 2025Q4: 163,412 shares 163,412 $11.3M 1.51% +1,501 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: 52,075 shares; 2024Q4: 68,028 shares; 2025Q1: 75,526 shares; 2025Q2: 86,437 shares; 2025Q3: 95,504 shares; 2025Q4: 111,690 shares 111,690 $11.2M 1.49% +16,186 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: 30,181 shares; 2024Q4: 31,500 shares; 2025Q1: 31,561 shares; 2025Q2: 30,520 shares; 2025Q3: 30,804 shares; 2025Q4: 30,726 shares 30,726 $10.8M 1.44% -78 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: 113 shares; 2024Q4: 113 shares; 2025Q1: 83 shares; 2025Q2: 4,674 shares; 2025Q3: 4,674 shares; 2025Q4: 4,734 shares 4,734 $10.2M 1.35% +60 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: 90,226 shares; 2024Q4: 97,491 shares; 2025Q1: 92,059 shares; 2025Q2: 90,279 shares; 2025Q3: 90,959 shares; 2025Q4: 88,332 shares 88,332 $9.84M 1.31% -2,627 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: 10,906 shares; 2024Q4: 11,225 shares; 2025Q1: 11,301 shares; 2025Q2: 11,193 shares; 2025Q3: 11,223 shares; 2025Q4: 10,973 shares 10,973 $9.65M 1.29% -250 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: 11,403 shares; 2024Q4: 12,445 shares; 2025Q1: 12,255 shares; 2025Q2: 12,444 shares; 2025Q3: 13,080 shares; 2025Q4: 14,448 shares 14,448 $9.54M 1.27% +1,368 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: 48,814 shares; 2024Q4: 50,298 shares; 2025Q1: 49,581 shares; 2025Q2: 47,946 shares; 2025Q3: 48,869 shares; 2025Q4: 47,225 shares 47,225 $9.2M 1.23% -1,644 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: 29,372 shares; 2024Q4: 30,229 shares; 2025Q1: 29,349 shares; 2025Q2: 27,756 shares; 2025Q3: 28,455 shares; 2025Q4: 29,009 shares 29,009 $9.1M 1.21% +554 Timeline SLQD 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: 142,202 shares; 2024Q4: 149,779 shares; 2025Q1: 159,121 shares; 2025Q2: 163,903 shares; 2025Q3: 175,172 shares; 2025Q4: 179,355 shares 179,355 $9.09M 1.21% +4,183 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: 20,988 shares; 2024Q4: 43,331 shares; 2025Q1: 43,660 shares; 2025Q2: 43,241 shares; 2025Q3: 45,698 shares; 2025Q4: 47,247 shares 47,247 $8.7M 1.16% +1,549 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: 25,854 shares; 2024Q4: 26,656 shares; 2025Q1: 26,672 shares; 2025Q2: 24,928 shares; 2025Q3: 24,713 shares; 2025Q4: 24,377 shares 24,377 $8.39M 1.12% -336 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: 23,124 shares; 2024Q4: 23,745 shares; 2025Q1: 23,721 shares; 2025Q2: 23,556 shares; 2025Q3: 24,084 shares; 2025Q4: 23,371 shares 23,371 $7.44M 0.99% -713 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: 13,042 shares; 2024Q4: 14,228 shares; 2025Q1: 14,080 shares; 2025Q2: 14,222 shares; 2025Q3: 14,616 shares; 2025Q4: 14,759 shares 14,759 $7.42M 0.99% +143 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,616 shares; 2024Q4: 9,073 shares; 2025Q1: 8,981 shares; 2025Q2: 8,765 shares; 2025Q3: 8,788 shares; 2025Q4: 8,543 shares 8,543 $7.37M 0.98% -245 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: 41,262 shares; 2024Q4: 44,220 shares; 2025Q1: 44,100 shares; 2025Q2: 45,147 shares; 2025Q3: 46,509 shares; 2025Q4: 46,504 shares 46,504 $7.14M 0.95% -5 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,972 shares; 2024Q4: 28,517 shares; 2025Q1: 29,203 shares; 2025Q2: 28,753 shares; 2025Q3: 28,351 shares; 2025Q4: 27,753 shares 27,753 $7.13M 0.95% -598 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: 29,013 shares; 2024Q4: 30,154 shares; 2025Q1: 30,901 shares; 2025Q2: 30,830 shares; 2025Q3: 31,852 shares; 2025Q4: 32,379 shares 32,379 $7.11M 0.95% +527 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,467 shares; 2024Q4: 23,284 shares; 2025Q1: 29,061 shares; 2025Q2: 29,045 shares; 2025Q3: 28,047 shares; 2025Q4: 27,046 shares 27,046 $6.93M 0.92% -1,001 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: 57,036 shares; 2024Q4: 56,954 shares; 2025Q1: 58,081 shares; 2025Q2: 57,363 shares; 2025Q3: 58,059 shares; 2025Q4: 57,302 shares 57,302 $6.72M 0.9% -757 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: 41,537 shares; 2024Q4: 46,316 shares; 2025Q1: 46,679 shares; 2025Q2: 46,202 shares; 2025Q3: 46,298 shares; 2025Q4: 46,509 shares 46,509 $6.67M 0.89% +211 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: 28,644 shares; 2024Q4: 29,931 shares; 2025Q1: 30,278 shares; 2025Q2: 29,220 shares; 2025Q3: 29,015 shares; 2025Q4: 28,075 shares 28,075 $6.49M 0.87% -940 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: 36,249 shares; 2024Q4: 39,104 shares; 2025Q1: 38,908 shares; 2025Q2: 39,782 shares; 2025Q3: 40,393 shares; 2025Q4: 41,362 shares 41,362 $6.38M 0.85% +969 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,227 shares; 2024Q4: 111,474 shares; 2025Q1: 111,155 shares; 2025Q2: 113,123 shares; 2025Q3: 123,418 shares; 2025Q4: 123,346 shares 123,346 $6.27M 0.84% -72 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,146 shares; 2024Q4: 101,080 shares; 2025Q1: 110,895 shares; 2025Q2: 120,226 shares; 2025Q3: 124,259 shares; 2025Q4: 126,305 shares 126,305 $5.74M 0.77% +2,046 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: 37,324 shares; 2024Q4: 40,540 shares; 2025Q1: 40,194 shares; 2025Q2: 38,951 shares; 2025Q3: 38,715 shares; 2025Q4: 37,565 shares 37,565 $5.73M 0.76% -1,150 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: 22,087 shares; 2024Q4: 21,991 shares; 2025Q1: 21,990 shares; 2025Q2: 21,878 shares; 2025Q3: 21,879 shares; 2025Q4: 22,000 shares 22,000 $5.69M 0.76% +121 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: 77,117 shares; 2024Q4: 81,733 shares; 2025Q1: 82,400 shares; 2025Q2: 80,641 shares; 2025Q3: 81,150 shares; 2025Q4: 86,134 shares 86,134 $5.68M 0.76% +4,984 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: 74,155 shares; 2024Q4: 83,450 shares; 2025Q1: 82,795 shares; 2025Q2: 84,336 shares; 2025Q3: 84,674 shares; 2025Q4: 80,267 shares 80,267 $5.61M 0.75% -4,407 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: 66,265 shares; 2024Q4: 70,793 shares; 2025Q1: 68,773 shares; 2025Q2: 67,819 shares; 2025Q3: 68,466 shares; 2025Q4: 68,128 shares 68,128 $5.25M 0.7% -338 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: 18,184 shares; 2024Q4: 18,890 shares; 2025Q1: 19,223 shares; 2025Q2: 20,408 shares; 2025Q3: 20,277 shares; 2025Q4: 19,534 shares 19,534 $5.24M 0.7% -743 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,153 shares; 2024Q4: 14,634 shares; 2025Q1: 14,491 shares; 2025Q2: 13,822 shares; 2025Q3: 13,787 shares; 2025Q4: 13,111 shares 13,111 $5.1M 0.68% -676 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: 18,877 shares; 2024Q4: 21,363 shares; 2025Q1: 21,392 shares; 2025Q2: 21,024 shares; 2025Q3: 21,151 shares; 2025Q4: 20,546 shares 20,546 $5.08M 0.68% -605 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: 38,762 shares; 2024Q4: 50,439 shares; 2025Q1: 51,757 shares; 2025Q2: 52,234 shares; 2025Q3: 52,175 shares; 2025Q4: 50,543 shares 50,543 $5.05M 0.67% -1,632 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: 113,660 shares; 2024Q4: 127,091 shares; 2025Q1: 141,785 shares; 2025Q2: 165,673 shares; 2025Q3: 211,137 shares; 2025Q4: 243,353 shares 243,353 $5.01M 0.67% +32,216 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: 125,983 shares; 2024Q4: 143,984 shares; 2025Q1: 150,942 shares; 2025Q2: 174,244 shares; 2025Q3: 207,251 shares; 2025Q4: 246,533 shares 246,533 $4.87M 0.65% +39,282 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: 31,344 shares; 2024Q4: 37,352 shares; 2025Q1: 35,183 shares; 2025Q2: 32,851 shares; 2025Q3: 34,417 shares; 2025Q4: 36,370 shares 36,370 $4.37M 0.58% +1,953 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: 123,406 shares; 2024Q4: 138,967 shares; 2025Q1: 143,522 shares; 2025Q2: 164,831 shares; 2025Q3: 188,893 shares; 2025Q4: 221,987 shares 221,987 $4.35M 0.58% +33,094 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: 12,082 shares; 2024Q4: 12,481 shares; 2025Q1: 12,363 shares; 2025Q2: 12,054 shares; 2025Q3: 12,660 shares; 2025Q4: 12,270 shares 12,270 $4.31M 0.57% -390 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: 6,312 shares; 2024Q4: 6,266 shares; 2025Q1: 6,218 shares; 2025Q2: 6,259 shares; 2025Q3: 6,239 shares; 2025Q4: 6,242 shares 6,242 $4.26M 0.57% +3 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: 25,108 shares; 2024Q4: 19,746 shares; 2025Q1: 19,989 shares; 2025Q2: 19,424 shares; 2025Q3: 19,565 shares; 2025Q4: 22,448 shares 22,448 $4.22M 0.56% +2,883 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: 603 shares; 2024Q4: 669 shares; 2025Q1: 708 shares; 2025Q2: 739 shares; 2025Q3: 737 shares; 2025Q4: 770 shares 770 $4.12M 0.55% +33 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,455 shares; 2024Q4: 58,546 shares; 2025Q1: 55,253 shares; 2025Q2: 55,438 shares; 2025Q3: 55,740 shares; 2025Q4: 56,383 shares 56,383 $4.1M 0.55% +643 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: 47,721 shares; 2024Q4: 49,745 shares; 2025Q1: 46,882 shares; 2025Q2: 49,221 shares; 2025Q3: 49,236 shares; 2025Q4: 50,486 shares 50,486 $4.05M 0.54% +1,250 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: 8,836 shares; 2024Q4: 8,992 shares; 2025Q1: 8,448 shares; 2025Q2: 8,719 shares; 2025Q3: 8,817 shares; 2025Q4: 8,329 shares 8,329 $4.03M 0.54% -488 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: 102,866 shares; 2024Q4: 118,448 shares; 2025Q1: 126,429 shares; 2025Q2: 152,255 shares; 2025Q3: 190,270 shares; 2025Q4: 208,241 shares 208,241 $3.92M 0.52% +17,971 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,571 shares; 2024Q4: 1,554 shares; 2025Q1: 1,557 shares; 2025Q2: 1,567 shares; 2025Q3: 8,327 shares; 2025Q4: 12,464 shares 12,464 $3.79M 0.5% +4,137 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: 38,608 shares; 2024Q4: 40,943 shares; 2025Q1: 40,972 shares; 2025Q2: 37,195 shares; 2025Q3: 32,400 shares; 2025Q4: 25,427 shares 25,427 $3.65M 0.49% -6,973 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: 20,978 shares; 2024Q4: 21,353 shares; 2025Q1: 20,685 shares; 2025Q2: 19,956 shares; 2025Q3: 20,782 shares; 2025Q4: 20,969 shares 20,969 $3.64M 0.49% +187 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: 37,587 shares; 2024Q4: 37,932 shares; 2025Q1: 38,100 shares; 2025Q2: 32,560 shares; 2025Q3: 30,798 shares; 2025Q4: 27,794 shares 27,794 $3.59M 0.48% -3,004 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: 32,069 shares; 2024Q4: 34,111 shares; 2025Q1: 34,280 shares; 2025Q2: 30,892 shares; 2025Q3: 32,300 shares; 2025Q4: 30,346 shares 30,346 $3.45M 0.46% -1,954 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: 16,226 shares; 2024Q4: 16,326 shares; 2025Q1: 16,401 shares; 2025Q2: 15,015 shares; 2025Q3: 11,130 shares; 2025Q4: 10,383 shares 10,383 $3.43M 0.46% -747 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: 313 shares; 2024Q4: 913 shares; 2025Q1: 1,261 shares; 2025Q2: 1,911 shares; 2025Q3: 2,741 shares; 2025Q4: 35,468 shares 35,468 $3.33M 0.44% +32,727 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: 41,498 shares; 2024Q4: 41,937 shares; 2025Q1: 39,827 shares; 2025Q2: 29,188 shares; 2025Q3: 27,917 shares; 2025Q4: 27,585 shares 27,585 $3.32M 0.44% -332 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,382 shares; 2025Q2: 38,300 shares; 2025Q3: 42,521 shares; 2025Q4: 46,256 shares 46,256 $3.3M 0.44% +3,735 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: 58,500 shares; 2024Q4: 78,746 shares; 2025Q1: 86,731 shares; 2025Q2: 105,675 shares; 2025Q3: 157,631 shares; 2025Q4: 192,136 shares 192,136 $3.25M 0.43% +34,505 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: 10,980 shares; 2024Q4: 11,354 shares; 2025Q1: 10,650 shares; 2025Q2: 11,033 shares; 2025Q3: 11,195 shares; 2025Q4: 11,708 shares 11,708 $3.2M 0.43% +513 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,333 shares; 2024Q4: 11,955 shares; 2025Q1: 12,132 shares; 2025Q2: 12,287 shares; 2025Q3: 12,329 shares; 2025Q4: 12,523 shares 12,523 $3.17M 0.42% +194 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: 11,942 shares; 2024Q4: 19,261 shares; 2025Q1: 16,700 shares; 2025Q2: 15,881 shares; 2025Q3: 15,865 shares; 2025Q4: 12,952 shares 12,952 $3.12M 0.42% -2,913 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,315 shares; 2024Q4: 32,679 shares; 2025Q1: 33,142 shares; 2025Q2: 32,076 shares; 2025Q3: 32,196 shares; 2025Q4: 32,960 shares 32,960 $2.81M 0.37% +764 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: 8,800 shares; 2024Q4: 10,085 shares; 2025Q1: 8,920 shares; 2025Q2: 9,173 shares; 2025Q3: 9,049 shares; 2025Q4: 7,986 shares 7,986 $2.76M 0.37% -1,063 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: 3,236 shares; 2024Q4: 4,570 shares; 2025Q1: 4,522 shares; 2025Q2: 4,541 shares; 2025Q3: 4,621 shares; 2025Q4: 4,783 shares 4,783 $2.74M 0.37% +162 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: 5,535 shares; 2024Q4: 5,580 shares; 2025Q1: 5,562 shares; 2025Q2: 5,826 shares; 2025Q3: 5,806 shares; 2025Q4: 5,737 shares 5,737 $2.72M 0.36% -69 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: 6,094 shares; 2024Q4: 3,716 shares; 2025Q1: 22,386 shares; 2025Q2: 22,417 shares; 2025Q3: 41,435 shares; 2025Q4: 41,435 shares 41,435 $2.59M 0.35% 0 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,397 shares; 2024Q4: 11,122 shares; 2025Q1: 11,247 shares; 2025Q2: 11,275 shares; 2025Q3: 11,615 shares; 2025Q4: 11,615 shares 11,615 $2.55M 0.34% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,748 shares; 2024Q4: 8,711 shares; 2025Q1: 9,112 shares; 2025Q2: 9,778 shares; 2025Q3: 9,837 shares; 2025Q4: 9,724 shares 9,724 $2.55M 0.34% -113 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: 2 shares; 2024Q4: 1 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,401 shares; 2025Q4: 2,373 shares 2,373 $2.54M 0.34% +972 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: 38,551 shares; 2024Q4: 36,968 shares; 2025Q1: 36,882 shares; 2025Q2: 27,498 shares; 2025Q3: 26,926 shares; 2025Q4: 26,992 shares 26,992 $2.53M 0.34% +66 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,378 shares; 2024Q4: 60,590 shares; 2025Q1: 58,827 shares; 2025Q2: 55,870 shares; 2025Q3: 54,304 shares; 2025Q4: 49,751 shares 49,751 $2.52M 0.34% -4,553 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,953 shares; 2024Q4: 33,953 shares; 2025Q1: 25,262 shares; 2025Q2: 28,601 shares; 2025Q3: 28,601 shares; 2025Q4: 28,601 shares 28,601 $2.37M 0.32% 0 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: 19,017 shares; 2024Q4: 18,722 shares; 2025Q1: 17,127 shares; 2025Q2: 15,005 shares; 2025Q3: 15,062 shares; 2025Q4: 12,613 shares 12,613 $2.31M 0.31% -2,449 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: 21,160 shares; 2024Q4: 20,347 shares; 2025Q1: 20,539 shares; 2025Q2: 16,211 shares; 2025Q3: 14,939 shares; 2025Q4: 25,328 shares 25,328 $2.27M 0.3% +10,389 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: 8,424 shares; 2024Q4: 9,279 shares; 2025Q1: 8,773 shares; 2025Q2: 8,751 shares; 2025Q3: 8,782 shares; 2025Q4: 7,648 shares 7,648 $2.27M 0.3% -1,134 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,087 shares; 2024Q4: 9,386 shares; 2025Q1: 9,398 shares; 2025Q2: 9,501 shares; 2025Q3: 9,305 shares; 2025Q4: 9,664 shares 9,664 $2.21M 0.29% +359 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: 20,559 shares; 2024Q4: 20,775 shares; 2025Q1: 20,762 shares; 2025Q2: 20,765 shares; 2025Q3: 20,765 shares; 2025Q4: 20,780 shares 20,780 $2.19M 0.29% +15 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,337 shares; 2024Q4: 2,863 shares; 2025Q1: 6,692 shares; 2025Q2: 15,107 shares; 2025Q3: 19,349 shares; 2025Q4: 26,496 shares 26,496 $2.16M 0.29% +7,147 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: 7,648 shares; 2024Q4: 7,648 shares; 2025Q1: 7,617 shares; 2025Q2: 7,701 shares; 2025Q3: 7,701 shares; 2025Q4: 7,572 shares 7,572 $2.11M 0.28% -129 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: 176 shares; 2024Q4: 214 shares; 2025Q1: 102 shares; 2025Q2: 99 shares; 2025Q3: 2,147 shares; 2025Q4: 13,514 shares 13,514 $2.07M 0.28% +11,367 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: 4,106 shares; 2024Q4: 4,566 shares; 2025Q1: 4,646 shares; 2025Q2: 4,349 shares; 2025Q3: 4,999 shares; 2025Q4: 5,014 shares 5,014 $1.99M 0.26% +15 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,447 shares; 2024Q4: 32,346 shares; 2025Q1: 33,297 shares; 2025Q2: 29,139 shares; 2025Q3: 28,992 shares; 2025Q4: 30,943 shares 30,943 $1.97M 0.26% +1,951 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: 11,624 shares; 2024Q4: 12,697 shares; 2025Q1: 12,237 shares; 2025Q2: 12,262 shares; 2025Q3: 12,247 shares; 2025Q4: 12,170 shares 12,170 $1.95M 0.26% -77 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,325 shares; 2024Q4: 20,863 shares; 2025Q1: 21,100 shares; 2025Q2: 20,416 shares; 2025Q3: 19,202 shares; 2025Q4: 18,191 shares 18,191 $1.91M 0.25% -1,011 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: 31,128 shares; 2024Q4: 31,764 shares; 2025Q1: 32,863 shares; 2025Q2: 33,340 shares; 2025Q3: 32,236 shares; 2025Q4: 35,021 shares 35,021 $1.83M 0.24% +2,785 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,842 shares; 2024Q4: 6,336 shares; 2025Q1: 6,474 shares; 2025Q2: 6,474 shares; 2025Q3: 6,567 shares; 2025Q4: 7,055 shares 7,055 $1.83M 0.24% +488 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: 14,676 shares; 2024Q4: 14,814 shares; 2025Q1: 21,065 shares; 2025Q2: 20,227 shares; 2025Q3: 24,359 shares; 2025Q4: 26,715 shares 26,715 $1.8M 0.24% +2,356 Timeline PRK PARK NATL CORP More: the full row for PARK NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,774 shares; 2025Q1: 11,774 shares; 2025Q2: 11,774 shares; 2025Q3: 11,774 shares; 2025Q4: 11,774 shares 11,774 $1.79M 0.24% 0 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: 64,943 shares; 2024Q4: 73,413 shares; 2025Q1: 67,848 shares; 2025Q2: 58,420 shares; 2025Q3: 57,326 shares; 2025Q4: 36,008 shares 36,008 $1.77M 0.24% -21,318 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: 1,597 shares; 2024Q4: 1,665 shares; 2025Q1: 1,735 shares; 2025Q2: 2,017 shares; 2025Q3: 3,618 shares; 2025Q4: 3,591 shares 3,591 $1.75M 0.23% -27 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: 3,032 shares; 2024Q4: 3,187 shares; 2025Q1: 3,000 shares; 2025Q2: 3,362 shares; 2025Q3: 3,873 shares; 2025Q4: 3,702 shares 3,702 $1.72M 0.23% -171 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: 47,350 shares; 2024Q4: 58,719 shares; 2025Q1: 65,815 shares; 2025Q2: 69,376 shares; 2025Q3: 87,456 shares; 2025Q4: 103,097 shares 103,097 $1.72M 0.23% +15,641 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,389 shares; 2024Q4: 24,832 shares; 2025Q1: 25,439 shares; 2025Q2: 26,871 shares; 2025Q3: 27,274 shares; 2025Q4: 29,567 shares 29,567 $1.67M 0.22% +2,293 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: 8,696 shares; 2024Q4: 8,558 shares; 2025Q1: 8,957 shares; 2025Q2: 20,249 shares; 2025Q3: 21,935 shares; 2025Q4: 21,645 shares 21,645 $1.6M 0.21% -290 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: 3,253 shares; 2024Q4: 3,472 shares; 2025Q1: 2,796 shares; 2025Q2: 10,407 shares; 2025Q3: 22,939 shares; 2025Q4: 25,994 shares 25,994 $1.56M 0.21% +3,055 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: 5,321 shares; 2024Q4: 5,192 shares; 2025Q1: 5,686 shares; 2025Q2: 5,686 shares; 2025Q3: 8,197 shares; 2025Q4: 8,118 shares 8,118 $1.55M 0.21% -79 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,259 shares; 2024Q4: 10,904 shares; 2025Q1: 10,633 shares; 2025Q2: 9,976 shares; 2025Q3: 9,862 shares; 2025Q4: 9,002 shares 9,002 $1.52M 0.2% -860 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,035 shares; 2024Q4: 4,751 shares; 2025Q1: 3,854 shares; 2025Q2: 4,389 shares; 2025Q3: 5,942 shares; 2025Q4: 5,832 shares 5,832 $1.5M 0.2% -110 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: 11,996 shares; 2024Q4: 14,321 shares; 2025Q1: 14,321 shares; 2025Q2: 14,321 shares; 2025Q3: 14,321 shares; 2025Q4: 14,321 shares 14,321 $1.49M 0.2% 0 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: 5,684 shares; 2024Q4: 5,364 shares; 2025Q1: 4,974 shares; 2025Q2: 4,994 shares; 2025Q3: 4,870 shares; 2025Q4: 4,782 shares 4,782 $1.46M 0.19% -88 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: 8,452 shares; 2024Q4: 8,566 shares; 2025Q1: 8,331 shares; 2025Q2: 6,971 shares; 2025Q3: 6,943 shares; 2025Q4: 6,895 shares 6,895 $1.45M 0.19% -48 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: 10,263 shares; 2024Q4: 11,539 shares; 2025Q1: 12,589 shares; 2025Q2: 13,506 shares; 2025Q3: 13,537 shares; 2025Q4: 14,483 shares 14,483 $1.33M 0.18% +946 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: 4,090 shares; 2024Q4: 3,863 shares; 2025Q1: 3,828 shares; 2025Q2: 4,832 shares; 2025Q3: 4,916 shares; 2025Q4: 3,426 shares 3,426 $1.27M 0.17% -1,490 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: 6,750 shares; 2024Q4: 4,293 shares; 2025Q1: 3,912 shares; 2025Q2: 3,882 shares; 2025Q3: 3,939 shares; 2025Q4: 4,014 shares 4,014 $1.24M 0.16% +75 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: 1,365 shares; 2024Q4: 1,394 shares; 2025Q1: 1,200 shares; 2025Q2: 1,193 shares; 2025Q3: 1,140 shares; 2025Q4: 1,115 shares 1,115 $1.19M 0.16% -25 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,987 shares; 2024Q4: 44,005 shares; 2025Q1: 44,115 shares; 2025Q2: 44,122 shares; 2025Q3: 44,122 shares; 2025Q4: 43,994 shares 43,994 $1.19M 0.16% -128 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: 9,277 shares; 2024Q4: 12,987 shares; 2025Q1: 8,665 shares; 2025Q2: 11,949 shares; 2025Q3: 12,287 shares; 2025Q4: 12,287 shares 12,287 $1.18M 0.16% 0 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,761 shares; 2024Q4: 1,716 shares; 2025Q1: 1,803 shares; 2025Q2: 1,803 shares; 2025Q3: 1,808 shares; 2025Q4: 1,884 shares 1,884 $1.16M 0.15% +76 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: 2,079 shares; 2024Q4: 2,308 shares; 2025Q1: 2,274 shares; 2025Q2: 2,211 shares; 2025Q3: 2,224 shares; 2025Q4: 2,184 shares 2,184 $1.14M 0.15% -40 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: 60,136 shares; 2024Q4: 46,241 shares; 2025Q1: 40,676 shares; 2025Q2: 35,344 shares; 2025Q3: 33,051 shares; 2025Q4: 26,400 shares 26,400 $1.08M 0.14% -6,651 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: 3,118 shares; 2024Q4: 3,409 shares; 2025Q1: 2,883 shares; 2025Q2: 3,808 shares; 2025Q3: 3,387 shares; 2025Q4: 3,901 shares 3,901 $1.07M 0.14% +514 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,139 shares; 2024Q4: 14,812 shares; 2025Q1: 13,326 shares; 2025Q2: 13,077 shares; 2025Q3: 12,817 shares; 2025Q4: 10,144 shares 10,144 $1.07M 0.14% -2,673 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: 12,523 shares; 2024Q4: 12,500 shares; 2025Q1: 12,977 shares; 2025Q2: 12,944 shares; 2025Q3: 12,952 shares; 2025Q4: 10,743 shares 10,743 $1.03M 0.14% -2,209 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: 6,403 shares; 2024Q4: 6,746 shares; 2025Q1: 6,351 shares; 2025Q2: 5,859 shares; 2025Q3: 5,812 shares; 2025Q4: 5,989 shares 5,989 $1.02M 0.14% +177 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: 7,129 shares; 2024Q4: 7,227 shares; 2025Q1: 7,100 shares; 2025Q2: 23,009 shares; 2025Q3: 16,486 shares; 2025Q4: 10,154 shares 10,154 $1.01M 0.13% -6,332 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: 9,042 shares; 2024Q4: 9,740 shares; 2025Q1: 8,989 shares; 2025Q2: 8,913 shares; 2025Q3: 8,865 shares; 2025Q4: 7,908 shares 7,908 $991K 0.13% -957 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: 46,481 shares; 2024Q4: 46,652 shares; 2025Q1: 47,591 shares; 2025Q2: 44,603 shares; 2025Q3: 45,804 shares; 2025Q4: 39,181 shares 39,181 $973K 0.13% -6,623 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,580 shares; 2024Q4: 1,578 shares; 2025Q1: 1,468 shares; 2025Q2: 1,454 shares; 2025Q3: 1,462 shares; 2025Q4: 1,464 shares 1,464 $957K 0.13% +2 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: 4,239 shares; 2024Q4: 3,902 shares; 2025Q1: 3,302 shares; 2025Q2: 3,775 shares; 2025Q3: 3,758 shares; 2025Q4: 2,898 shares 2,898 $949K 0.13% -860 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: 10,294 shares; 2024Q4: 11,231 shares; 2025Q1: 11,571 shares; 2025Q2: 3,591 shares; 2025Q3: 3,455 shares; 2025Q4: 3,187 shares 3,187 $921K 0.12% -268 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: 13,880 shares; 2024Q4: 13,998 shares; 2025Q1: 14,322 shares; 2025Q2: 12,039 shares; 2025Q3: 9,976 shares; 2025Q4: 7,266 shares 7,266 $914K 0.12% -2,710 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: 15,400 shares; 2024Q4: 24,380 shares; 2025Q1: 24,380 shares; 2025Q2: 24,380 shares; 2025Q3: 35,092 shares; 2025Q4: 43,779 shares 43,779 $914K 0.12% +8,687 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: 46,033 shares; 2024Q4: 45,702 shares; 2025Q1: 38,616 shares; 2025Q2: 33,854 shares; 2025Q3: 33,815 shares; 2025Q4: 36,355 shares 36,355 $905K 0.12% +2,540 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: 5,346 shares; 2024Q4: 5,346 shares; 2025Q1: 5,346 shares; 2025Q2: 5,346 shares; 2025Q3: 5,346 shares; 2025Q4: 5,346 shares 5,346 $898K 0.12% 0 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,755 shares; 2024Q4: 20,755 shares; 2025Q1: 20,755 shares; 2025Q2: 20,195 shares; 2025Q3: 20,195 shares; 2025Q4: 20,195 shares 20,195 $897K 0.12% 0 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: 11,401 shares; 2024Q4: 11,401 shares; 2025Q1: 11,206 shares; 2025Q2: 11,267 shares; 2025Q3: 11,267 shares; 2025Q4: 10,972 shares 10,972 $891K 0.12% -295 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,825 shares; 2024Q4: 9,825 shares; 2025Q1: 9,825 shares; 2025Q2: 9,825 shares; 2025Q3: 9,825 shares; 2025Q4: 9,825 shares 9,825 $879K 0.12% 0 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: 92,002 shares; 2024Q4: 92,051 shares; 2025Q1: 87,026 shares; 2025Q2: 81,228 shares; 2025Q3: 62,127 shares; 2025Q4: 29,090 shares 29,090 $870K 0.12% -33,037 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: 16,382 shares; 2024Q4: 16,834 shares; 2025Q1: 15,421 shares; 2025Q2: 14,393 shares; 2025Q3: 15,128 shares; 2025Q4: 15,191 shares 15,191 $836K 0.11% +63 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,497 shares; 2024Q4: 1,550 shares; 2025Q1: 1,546 shares; 2025Q2: 1,471 shares; 2025Q3: 1,456 shares; 2025Q4: 1,442 shares 1,442 $835K 0.11% -14 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,435 shares; 2024Q4: 4,735 shares; 2025Q1: 4,735 shares; 2025Q2: 4,735 shares; 2025Q3: 4,624 shares; 2025Q4: 4,624 shares 4,624 $820K 0.11% 0 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,450 shares; 2024Q4: 1,448 shares; 2025Q1: 1,608 shares; 2025Q2: 1,598 shares; 2025Q3: 1,556 shares; 2025Q4: 1,300 shares 1,300 $815K 0.11% -256 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54 shares; 2024Q4: 162 shares; 2025Q1: 15,642 shares; 2025Q2: 15,642 shares; 2025Q3: 29,793 shares; 2025Q4: 29,793 shares 29,793 $811K 0.11% 0 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: 984 shares; 2024Q4: 8,175 shares; 2025Q1: 6,885 shares; 2025Q2: 7,378 shares; 2025Q3: 6,873 shares; 2025Q4: 6,841 shares 6,841 $798K 0.11% -32 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: 1,290 shares; 2024Q4: 1,443 shares; 2025Q1: 1,327 shares; 2025Q2: 1,302 shares; 2025Q3: 1,345 shares; 2025Q4: 1,397 shares 1,397 $798K 0.11% +52 Timeline AS AMER SPORTS INC More: the full row for AMER SPORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,842 shares; 2025Q2: 7,070 shares; 2025Q3: 12,182 shares; 2025Q4: 21,334 shares 21,334 $797K 0.11% +9,152 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: 10,920 shares; 2024Q4: 9,701 shares; 2025Q1: 16,918 shares; 2025Q2: 16,918 shares; 2025Q3: 16,918 shares; 2025Q4: 16,762 shares 16,762 $781K 0.1% -156 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: 3,839 shares; 2024Q4: 3,855 shares; 2025Q1: 3,392 shares; 2025Q2: 3,392 shares; 2025Q3: 3,361 shares; 2025Q4: 2,997 shares 2,997 $771K 0.1% -364 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: 762 shares; 2024Q4: 790 shares; 2025Q1: 909 shares; 2025Q2: 922 shares; 2025Q3: 922 shares; 2025Q4: 1,022 shares 1,022 $770K 0.1% +100 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: 18,542 shares; 2024Q4: 17,675 shares; 2025Q1: 17,493 shares; 2025Q2: 13,734 shares; 2025Q3: 13,644 shares; 2025Q4: 13,328 shares 13,328 $768K 0.1% -316 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: 4,451 shares; 2024Q4: 4,569 shares; 2025Q1: 2,728 shares; 2025Q2: 2,710 shares; 2025Q3: 2,716 shares; 2025Q4: 2,794 shares 2,794 $758K 0.1% +78 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: 11,331 shares; 2024Q4: 10,217 shares; 2025Q1: 10,119 shares; 2025Q2: 10,117 shares; 2025Q3: 10,117 shares; 2025Q4: 15,723 shares 15,723 $752K 0.1% +5,606 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: 22,386 shares; 2024Q4: 20,645 shares; 2025Q1: 19,130 shares; 2025Q2: 19,257 shares; 2025Q3: 20,186 shares; 2025Q4: 20,254 shares 20,254 $734K 0.1% +68 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,137 shares; 2024Q4: 1,137 shares; 2025Q1: 1,734 shares; 2025Q2: 13,269 shares; 2025Q3: 15,910 shares; 2025Q4: 15,093 shares 15,093 $729K 0.1% -817 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: 3,529 shares; 2024Q4: 4,492 shares; 2025Q1: 18,452 shares; 2025Q2: 5,955 shares; 2025Q3: 5,959 shares; 2025Q4: 4,274 shares 4,274 $729K 0.1% -1,685 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,461 shares; 2025Q3: 16,029 shares; 2025Q4: 16,029 shares 16,029 $725K 0.1% 0 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: 3,142 shares; 2024Q4: 3,294 shares; 2025Q1: 2,798 shares; 2025Q2: 2,801 shares; 2025Q3: 2,501 shares; 2025Q4: 2,467 shares 2,467 $712K 0.09% -34 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,578 shares; 2024Q4: 17,949 shares; 2025Q1: 17,949 shares; 2025Q2: 17,949 shares; 2025Q3: 17,949 shares; 2025Q4: 17,949 shares 17,949 $711K 0.09% 0 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: 3,661 shares; 2024Q4: 4,032 shares; 2025Q1: 3,555 shares; 2025Q2: 3,994 shares; 2025Q3: 4,442 shares; 2025Q4: 3,374 shares 3,374 $704K 0.09% -1,068 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: 443 shares; 2024Q4: 1,333 shares; 2025Q1: 1,190 shares; 2025Q2: 2,718 shares; 2025Q3: 3,905 shares; 2025Q4: 3,906 shares 3,906 $694K 0.09% +1 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: 4,954 shares; 2024Q4: 4,886 shares; 2025Q1: 2,504 shares; 2025Q2: 2,298 shares; 2025Q3: 2,376 shares; 2025Q4: 2,376 shares 2,376 $690K 0.09% 0 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,471 shares; 2024Q4: 6,471 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares 6,000 $682K 0.09% 0 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: 3,866 shares; 2024Q4: 4,410 shares; 2025Q1: 4,703 shares; 2025Q2: 4,504 shares; 2025Q3: 1,810 shares; 2025Q4: 1,914 shares 1,914 $670K 0.09% +104 Timeline DFAX 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: 31,561 shares; 2024Q4: 35,557 shares; 2025Q1: 20,682 shares; 2025Q2: 20,468 shares; 2025Q3: 20,235 shares; 2025Q4: 19,970 shares 19,970 $654K 0.09% -265 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: 8,431 shares; 2024Q4: 8,431 shares; 2025Q1: 3,721 shares; 2025Q2: 8,738 shares; 2025Q3: 11,294 shares; 2025Q4: 11,294 shares 11,294 $646K 0.09% 0 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,411 shares; 2024Q4: 6,393 shares; 2025Q1: 6,267 shares; 2025Q2: 4,763 shares; 2025Q3: 4,723 shares; 2025Q4: 4,685 shares 4,685 $642K 0.09% -38 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: 1,836 shares; 2024Q4: 1,836 shares; 2025Q1: 1,818 shares; 2025Q2: 2,028 shares; 2025Q3: 2,015 shares; 2025Q4: 1,974 shares 1,974 $638K 0.09% -41 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 947 shares; 2024Q4: 1,034 shares; 2025Q1: 780 shares; 2025Q2: 780 shares; 2025Q3: 779 shares; 2025Q4: 1,008 shares 1,008 $617K 0.08% +229 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: 1,159 shares; 2024Q4: 1,599 shares; 2025Q1: 1,135 shares; 2025Q2: 1,209 shares; 2025Q3: 1,272 shares; 2025Q4: 1,370 shares 1,370 $616K 0.08% +98 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: 55,633 shares; 2024Q4: 60,419 shares; 2025Q1: 57,176 shares; 2025Q2: 63,101 shares; 2025Q3: 53,353 shares; 2025Q4: 35,125 shares 35,125 $606K 0.08% -18,228 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,269 shares; 2024Q4: 2,269 shares; 2025Q1: 2,232 shares; 2025Q2: 2,080 shares; 2025Q3: 2,081 shares; 2025Q4: 1,885 shares 1,885 $603K 0.08% -196 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,868 shares; 2024Q4: 16,892 shares; 2025Q1: 17,980 shares; 2025Q2: 17,512 shares; 2025Q3: 11,364 shares; 2025Q4: 8,756 shares 8,756 $590K 0.08% -2,608 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: 2,725 shares; 2024Q4: 2,506 shares; 2025Q1: 1,969 shares; 2025Q2: 1,692 shares; 2025Q3: 1,759 shares; 2025Q4: 1,735 shares 1,735 $584K 0.08% -24 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: 3,732 shares; 2024Q4: 4,145 shares; 2025Q1: 4,045 shares; 2025Q2: 4,055 shares; 2025Q3: 4,050 shares; 2025Q4: 4,050 shares 4,050 $581K 0.08% 0 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,969 shares; 2024Q4: 4,402 shares; 2025Q1: 4,034 shares; 2025Q2: 3,940 shares; 2025Q3: 3,738 shares; 2025Q4: 3,321 shares 3,321 $576K 0.08% -417 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,589 shares; 2024Q4: 2,593 shares; 2025Q1: 2,755 shares; 2025Q2: 2,672 shares; 2025Q3: 2,703 shares; 2025Q4: 2,711 shares 2,711 $575K 0.08% +8 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: 4,025 shares; 2024Q4: 4,777 shares; 2025Q1: 4,846 shares; 2025Q2: 5,366 shares; 2025Q3: 5,376 shares; 2025Q4: 5,376 shares 5,376 $574K 0.08% 0 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,139 shares; 2024Q4: 2,145 shares; 2025Q1: 2,173 shares; 2025Q2: 2,158 shares; 2025Q3: 2,159 shares; 2025Q4: 2,032 shares 2,032 $567K 0.08% -127 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: 5,250 shares; 2024Q4: 23,900 shares; 2025Q1: 18,530 shares; 2025Q2: 18,530 shares; 2025Q3: 20,360 shares; 2025Q4: 20,360 shares 20,360 $563K 0.07% 0 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: 2,251 shares; 2024Q4: 2,251 shares; 2025Q1: 8,157 shares; 2025Q2: 8,157 shares; 2025Q3: 7,914 shares; 2025Q4: 8,020 shares 8,020 $559K 0.07% +106 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: 7,155 shares; 2024Q4: 5,238 shares; 2025Q1: 4,872 shares; 2025Q2: 6,204 shares; 2025Q3: 6,215 shares; 2025Q4: 4,793 shares 4,793 $529K 0.07% -1,422 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: 1,066 shares; 2024Q4: 1,087 shares; 2025Q1: 994 shares; 2025Q2: 1,055 shares; 2025Q3: 2,138 shares; 2025Q4: 1,978 shares 1,978 $524K 0.07% -160 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,849 shares; 2024Q4: 8,787 shares; 2025Q1: 8,461 shares; 2025Q2: 7,166 shares; 2025Q3: 6,429 shares; 2025Q4: 8,072 shares 8,072 $520K 0.07% +1,643 Timeline QLTA 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: 3,127 shares; 2024Q4: 3,127 shares; 2025Q1: not reported; 2025Q2: 10,846 shares; 2025Q3: 10,846 shares; 2025Q4: 10,694 shares 10,694 $514K 0.07% -152 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: 2,094 shares; 2024Q4: 2,433 shares; 2025Q1: 2,510 shares; 2025Q2: 3,526 shares; 2025Q3: 3,526 shares; 2025Q4: 3,426 shares 3,426 $509K 0.07% -100 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,765 shares 7,765 $506K 0.07% new 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: 1,444 shares; 2025Q1: 1,396 shares; 2025Q2: 3,806 shares; 2025Q3: 3,837 shares; 2025Q4: 3,829 shares 3,829 $502K 0.07% -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: 4,130 shares; 2024Q4: 4,090 shares; 2025Q1: 4,090 shares; 2025Q2: 4,155 shares; 2025Q3: 4,155 shares; 2025Q4: 4,860 shares 4,860 $496K 0.07% +705 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: 6,557 shares; 2024Q4: 6,478 shares; 2025Q1: 6,011 shares; 2025Q2: 6,027 shares; 2025Q3: 5,300 shares; 2025Q4: 5,292 shares 5,292 $493K 0.07% -8 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,880 shares; 2024Q4: 7,138 shares; 2025Q1: 6,482 shares; 2025Q2: 6,009 shares; 2025Q3: 5,757 shares; 2025Q4: 5,605 shares 5,605 $491K 0.07% -152 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: 3,271 shares; 2024Q4: 3,271 shares; 2025Q1: 1,852 shares; 2025Q2: 5,627 shares; 2025Q3: 5,627 shares; 2025Q4: 5,136 shares 5,136 $484K 0.06% -491 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: 5,672 shares; 2024Q4: 5,461 shares; 2025Q1: 5,189 shares; 2025Q2: 3,626 shares; 2025Q3: 3,415 shares; 2025Q4: 3,402 shares 3,402 $480K 0.06% -13 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,400 shares; 2024Q4: 4,675 shares; 2025Q1: 5,017 shares; 2025Q2: 5,017 shares; 2025Q3: 5,017 shares; 2025Q4: 5,388 shares 5,388 $477K 0.06% +371 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: 12,995 shares; 2024Q4: 10,017 shares; 2025Q1: 9,214 shares; 2025Q2: 9,237 shares; 2025Q3: 9,004 shares; 2025Q4: 8,799 shares 8,799 $475K 0.06% -205 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: 1,897 shares; 2024Q4: 1,928 shares; 2025Q1: 2,042 shares; 2025Q2: 1,897 shares; 2025Q3: 1,897 shares; 2025Q4: 1,897 shares 1,897 $467K 0.06% 0 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: 4,516 shares; 2024Q4: 6,318 shares; 2025Q1: 5,254 shares; 2025Q2: 4,896 shares; 2025Q3: 5,501 shares; 2025Q4: 5,902 shares 5,902 $466K 0.06% +401 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: 4,825 shares; 2024Q4: 4,825 shares; 2025Q1: 4,825 shares; 2025Q2: 4,825 shares; 2025Q3: 4,825 shares; 2025Q4: 4,825 shares 4,825 $465K 0.06% 0 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,442 shares; 2024Q4: 6,961 shares; 2025Q1: 6,631 shares; 2025Q2: 4,858 shares; 2025Q3: 4,867 shares; 2025Q4: 4,755 shares 4,755 $462K 0.06% -112 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: 15,796 shares; 2024Q4: 14,251 shares; 2025Q1: 13,228 shares; 2025Q2: 9,400 shares; 2025Q3: 6,683 shares; 2025Q4: 2,487 shares 2,487 $453K 0.06% -4,196 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,279 shares; 2024Q4: 3,988 shares; 2025Q1: 7,762 shares; 2025Q2: 7,762 shares; 2025Q3: 7,426 shares; 2025Q4: 7,426 shares 7,426 $442K 0.06% 0 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,093 shares; 2024Q4: 3,062 shares; 2025Q1: 3,030 shares; 2025Q2: 2,413 shares; 2025Q3: 2,413 shares; 2025Q4: 2,406 shares 2,406 $439K 0.06% -7 Timeline PEY 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: 19,994 shares; 2024Q4: 19,760 shares; 2025Q1: 15,703 shares; 2025Q2: 21,297 shares; 2025Q3: 21,297 shares; 2025Q4: 21,178 shares 21,178 $435K 0.06% -119 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,035 shares; 2024Q4: 1,085 shares; 2025Q1: 1,183 shares; 2025Q2: 1,179 shares; 2025Q3: 1,184 shares; 2025Q4: 1,329 shares 1,329 $431K 0.06% +145 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: 2,975 shares; 2024Q4: 11,567 shares; 2025Q1: 11,567 shares; 2025Q2: 11,601 shares; 2025Q3: 15,761 shares; 2025Q4: 15,761 shares 15,761 $424K 0.06% 0 Timeline EOS EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 264 shares; 2024Q4: 17,764 shares; 2025Q1: 17,764 shares; 2025Q2: 17,764 shares; 2025Q3: 17,764 shares; 2025Q4: 17,764 shares 17,764 $416K 0.06% 0 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 748 shares; 2024Q4: 691 shares; 2025Q1: 673 shares; 2025Q2: 673 shares; 2025Q3: 673 shares; 2025Q4: 689 shares 689 $416K 0.06% +16 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: 876 shares; 2024Q4: 957 shares; 2025Q1: 876 shares; 2025Q2: 878 shares; 2025Q3: 876 shares; 2025Q4: 840 shares 840 $412K 0.05% -36 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: 2,449 shares; 2024Q4: 2,071 shares; 2025Q1: 1,576 shares; 2025Q2: 1,539 shares; 2025Q3: 2,656 shares; 2025Q4: 2,081 shares 2,081 $406K 0.05% -575 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,669 shares; 2024Q4: 1,722 shares; 2025Q1: 1,719 shares; 2025Q2: 1,715 shares; 2025Q3: 1,625 shares; 2025Q4: 1,614 shares 1,614 $405K 0.05% -11 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: 235 shares; 2024Q4: 1,605 shares; 2025Q1: 3,242 shares; 2025Q2: 3,902 shares; 2025Q3: 3,779 shares; 2025Q4: 3,779 shares 3,779 $405K 0.05% 0 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: 5,970 shares; 2024Q4: 5,465 shares; 2025Q1: 5,291 shares; 2025Q2: 7,146 shares; 2025Q3: 7,099 shares; 2025Q4: 5,009 shares 5,009 $404K 0.05% -2,090 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,170 shares; 2024Q4: 1,020 shares; 2025Q1: 1,185 shares; 2025Q2: 1,207 shares; 2025Q3: 1,207 shares; 2025Q4: 1,337 shares 1,337 $403K 0.05% +130 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: 2,908 shares; 2024Q4: 3,265 shares; 2025Q1: 3,274 shares; 2025Q2: 2,722 shares; 2025Q3: 2,658 shares; 2025Q4: 2,609 shares 2,609 $395K 0.05% -49 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,481 shares; 2024Q4: 8,300 shares; 2025Q1: 8,000 shares; 2025Q2: 8,046 shares; 2025Q3: 8,045 shares; 2025Q4: 8,033 shares 8,033 $394K 0.05% -12 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,466 shares; 2024Q4: 1,567 shares; 2025Q1: 1,483 shares; 2025Q2: 1,486 shares; 2025Q3: 1,484 shares; 2025Q4: 1,333 shares 1,333 $387K 0.05% -151 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: 1,966 shares; 2024Q4: 1,966 shares; 2025Q1: 1,920 shares; 2025Q2: 1,920 shares; 2025Q3: 1,920 shares; 2025Q4: 1,920 shares 1,920 $383K 0.05% 0 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,430 shares; 2024Q4: 1,562 shares; 2025Q1: 1,430 shares; 2025Q2: 2,091 shares; 2025Q3: 1,777 shares; 2025Q4: 1,711 shares 1,711 $381K 0.05% -66 Timeline EWJ 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: 4,313 shares; 2024Q4: 4,239 shares; 2025Q1: 4,094 shares; 2025Q2: 5,057 shares; 2025Q3: 4,792 shares; 2025Q4: 4,702 shares 4,702 $381K 0.05% -90 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,689 shares; 2024Q4: 3,689 shares; 2025Q1: 3,689 shares; 2025Q2: 3,689 shares; 2025Q3: 3,689 shares; 2025Q4: 3,689 shares 3,689 $378K 0.05% 0 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: 8,000 shares; 2024Q4: 8,000 shares; 2025Q1: 8,000 shares; 2025Q2: 8,000 shares; 2025Q3: 8,000 shares; 2025Q4: 8,000 shares 8,000 $375K 0.05% 0 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: 1,756 shares; 2024Q4: 1,796 shares; 2025Q1: 1,758 shares; 2025Q2: 1,755 shares; 2025Q3: 1,721 shares; 2025Q4: 1,732 shares 1,732 $356K 0.05% +11 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,993 shares; 2024Q4: 2,071 shares; 2025Q1: 2,025 shares; 2025Q2: 2,002 shares; 2025Q3: 1,820 shares; 2025Q4: 1,680 shares 1,680 $346K 0.05% -140 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: 1,579 shares; 2024Q4: 1,661 shares; 2025Q1: 1,561 shares; 2025Q2: 1,577 shares; 2025Q3: 1,619 shares; 2025Q4: 1,641 shares 1,641 $342K 0.05% +22 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,286 shares; 2024Q4: 1,029 shares; 2025Q1: 1,377 shares; 2025Q2: 1,229 shares; 2025Q3: 1,256 shares; 2025Q4: 944 shares 944 $331K 0.04% -312 Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,181 shares; 2024Q4: 3,181 shares; 2025Q1: 3,181 shares; 2025Q2: 3,181 shares; 2025Q3: 3,181 shares; 2025Q4: 3,181 shares 3,181 $325K 0.04% 0 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,413 shares; 2024Q4: 6,630 shares; 2025Q1: 6,492 shares; 2025Q2: 6,312 shares; 2025Q3: 5,778 shares; 2025Q4: 7,078 shares 7,078 $325K 0.04% +1,300 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,564 shares; 2024Q4: 1,463 shares; 2025Q1: 1,348 shares; 2025Q2: 1,103 shares; 2025Q3: 1,069 shares; 2025Q4: 1,096 shares 1,096 $322K 0.04% +27 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: 413 shares; 2024Q4: 468 shares; 2025Q1: 416 shares; 2025Q2: 353 shares; 2025Q3: 379 shares; 2025Q4: 485 shares 485 $322K 0.04% +106 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,991 shares; 2024Q4: 2,673 shares; 2025Q1: 2,676 shares; 2025Q2: 2,657 shares; 2025Q3: 2,657 shares; 2025Q4: 2,571 shares 2,571 $316K 0.04% -86 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,069 shares; 2024Q4: 1,324 shares; 2025Q1: 1,228 shares; 2025Q2: 1,245 shares; 2025Q3: 1,193 shares; 2025Q4: 1,073 shares 1,073 $306K 0.04% -120 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: 1,191 shares; 2024Q4: 4,628 shares; 2025Q1: 2,076 shares; 2025Q2: 1,118 shares; 2025Q3: 1,118 shares; 2025Q4: 1,334 shares 1,334 $305K 0.04% +216 Timeline DFNM 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: 5,912 shares; 2024Q4: 5,913 shares; 2025Q1: 5,859 shares; 2025Q2: 5,921 shares; 2025Q3: 5,831 shares; 2025Q4: 6,152 shares 6,152 $296K 0.04% +321 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: 11,700 shares; 2024Q4: 11,700 shares; 2025Q1: 11,700 shares; 2025Q2: 11,700 shares; 2025Q3: 11,700 shares; 2025Q4: 11,700 shares 11,700 $296K 0.04% 0 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: 3,466 shares; 2024Q4: 523 shares; 2025Q1: 907 shares; 2025Q2: 980 shares; 2025Q3: 1,012 shares; 2025Q4: 690 shares 690 $294K 0.04% -322 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: 2,058 shares; 2024Q4: 2,041 shares; 2025Q1: 590 shares; 2025Q2: 2,108 shares; 2025Q3: 2,108 shares; 2025Q4: 2,108 shares 2,108 $293K 0.04% 0 Timeline IHI 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: 3,847 shares; 2024Q4: 3,909 shares; 2025Q1: 4,264 shares; 2025Q2: 4,264 shares; 2025Q3: 4,264 shares; 2025Q4: 4,718 shares 4,718 $293K 0.04% +454 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: 590 shares; 2024Q4: 590 shares; 2025Q1: 590 shares; 2025Q2: 590 shares; 2025Q3: 590 shares; 2025Q4: 590 shares 590 $284K 0.04% 0 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,600 shares; 2025Q1: 3,600 shares; 2025Q2: 3,600 shares; 2025Q3: 3,600 shares; 2025Q4: 3,300 shares 3,300 $283K 0.04% -300 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: 33 shares; 2024Q4: 1,296 shares; 2025Q1: 1,589 shares; 2025Q2: 1,512 shares; 2025Q3: 1,505 shares; 2025Q4: 1,642 shares 1,642 $281K 0.04% +137 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: 4,742 shares; 2024Q4: 5,167 shares; 2025Q1: 4,898 shares; 2025Q2: 4,932 shares; 2025Q3: 5,161 shares; 2025Q4: 5,288 shares 5,288 $279K 0.04% +127 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: 366 shares; 2024Q4: 473 shares; 2025Q1: 938 shares; 2025Q2: 747 shares; 2025Q3: 747 shares; 2025Q4: 717 shares 717 $279K 0.04% -30 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: 343 shares; 2024Q4: 447 shares; 2025Q1: 339 shares; 2025Q2: 425 shares; 2025Q3: 339 shares; 2025Q4: 339 shares 339 $278K 0.04% 0 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 226 shares; 2024Q4: 246 shares; 2025Q1: 231 shares; 2025Q2: 324 shares; 2025Q3: 354 shares; 2025Q4: 487 shares 487 $276K 0.04% +133 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,923 shares; 2024Q4: 1,618 shares; 2025Q1: 1,548 shares; 2025Q2: 1,548 shares; 2025Q3: 1,548 shares; 2025Q4: 2,559 shares 2,559 $273K 0.04% +1,011 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,393 shares; 2024Q4: 2,414 shares; 2025Q1: 2,391 shares; 2025Q2: 2,361 shares; 2025Q3: 3,334 shares; 2025Q4: 3,289 shares 3,289 $273K 0.04% -45 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: 1,140 shares; 2024Q4: 3,991 shares; 2025Q1: 8,217 shares; 2025Q2: 5,294 shares; 2025Q3: 5,439 shares; 2025Q4: 5,384 shares 5,384 $271K 0.04% -55 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,844 shares; 2024Q4: 3,418 shares; 2025Q1: 3,103 shares; 2025Q2: 3,098 shares; 2025Q3: 3,078 shares; 2025Q4: 3,100 shares 3,100 $270K 0.04% +22 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,026 shares; 2024Q4: 2,085 shares; 2025Q1: 1,755 shares; 2025Q2: 1,665 shares; 2025Q3: 1,663 shares; 2025Q4: 1,663 shares 1,663 $266K 0.04% 0 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: 1,470 shares; 2024Q4: 1,547 shares; 2025Q1: 2,492 shares; 2025Q2: 2,288 shares; 2025Q3: 1,268 shares; 2025Q4: 1,253 shares 1,253 $265K 0.04% -15 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: 6,003 shares; 2024Q4: 4,906 shares; 2025Q1: 4,906 shares; 2025Q2: 4,906 shares; 2025Q3: 4,906 shares; 2025Q4: 4,906 shares 4,906 $264K 0.04% 0 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: 2,342 shares; 2024Q4: 2,218 shares; 2025Q1: 2,173 shares; 2025Q2: 2,173 shares; 2025Q3: 2,139 shares; 2025Q4: 2,139 shares 2,139 $264K 0.04% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,851 shares; 2024Q4: 16,661 shares; 2025Q1: 3,620 shares; 2025Q2: 3,620 shares; 2025Q3: 3,529 shares; 2025Q4: 2,254 shares 2,254 $260K 0.03% -1,275 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,356 shares; 2024Q4: 1,356 shares; 2025Q1: 1,589 shares; 2025Q2: 1,688 shares; 2025Q3: 1,688 shares; 2025Q4: 2,050 shares 2,050 $258K 0.03% +362 Timeline PAVE 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: 5,400 shares; 2024Q4: 5,400 shares; 2025Q1: 5,400 shares; 2025Q2: 5,400 shares; 2025Q3: 5,400 shares; 2025Q4: 5,400 shares 5,400 $258K 0.03% 0 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: 1,646 shares; 2024Q4: 1,649 shares; 2025Q1: 1,583 shares; 2025Q2: 1,575 shares; 2025Q3: 1,578 shares; 2025Q4: 1,580 shares 1,580 $258K 0.03% +2 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: 2,974 shares; 2024Q4: 3,589 shares; 2025Q1: 3,592 shares; 2025Q2: 3,613 shares; 2025Q3: 3,600 shares; 2025Q4: 1,862 shares 1,862 $257K 0.03% -1,738 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: 12,063 shares; 2024Q4: 8,323 shares; 2025Q1: 7,251 shares; 2025Q2: 7,011 shares; 2025Q3: 7,056 shares; 2025Q4: 4,365 shares 4,365 $256K 0.03% -2,691 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: 426 shares; 2024Q4: 470 shares; 2025Q1: 295 shares; 2025Q2: 293 shares; 2025Q3: 293 shares; 2025Q4: 291 shares 291 $256K 0.03% -2 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: 982 shares; 2024Q4: 1,042 shares; 2025Q1: 563 shares; 2025Q2: 639 shares; 2025Q3: 1,045 shares; 2025Q4: 1,162 shares 1,162 $252K 0.03% +117 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: 3,800 shares; 2024Q4: 4,600 shares; 2025Q1: 4,600 shares; 2025Q2: 6,604 shares; 2025Q3: 4,600 shares; 2025Q4: 4,600 shares 4,600 $252K 0.03% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,189 shares; 2024Q4: 4,841 shares; 2025Q1: 3,963 shares; 2025Q2: 3,910 shares; 2025Q3: 4,351 shares; 2025Q4: 3,187 shares 3,187 $252K 0.03% -1,164 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,171 shares; 2024Q4: 2,171 shares; 2025Q1: 2,200 shares; 2025Q2: 2,196 shares; 2025Q3: 2,173 shares; 2025Q4: 2,145 shares 2,145 $252K 0.03% -28 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: 775 shares; 2024Q4: 775 shares; 2025Q1: 775 shares; 2025Q2: 775 shares; 2025Q3: 750 shares; 2025Q4: 750 shares 750 $251K 0.03% 0 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 254 shares; 2024Q4: 266 shares; 2025Q1: 300 shares; 2025Q2: 314 shares; 2025Q3: 314 shares; 2025Q4: 310 shares 310 $251K 0.03% -4 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 476 shares; 2024Q4: 505 shares; 2025Q1: 555 shares; 2025Q2: 575 shares; 2025Q3: 576 shares; 2025Q4: 702 shares 702 $251K 0.03% +126 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,356 shares; 2024Q4: 3,145 shares; 2025Q1: 2,689 shares; 2025Q2: 2,506 shares; 2025Q3: 2,074 shares; 2025Q4: 1,279 shares 1,279 $248K 0.03% -795 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,263 shares; 2024Q4: 5,764 shares; 2025Q1: 3,144 shares; 2025Q2: 2,856 shares; 2025Q3: 2,786 shares; 2025Q4: 2,783 shares 2,783 $246K 0.03% -3 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 589 shares; 2024Q4: 553 shares; 2025Q1: 514 shares; 2025Q2: 491 shares; 2025Q3: 529 shares; 2025Q4: 518 shares 518 $244K 0.03% -11 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: 2,062 shares; 2024Q4: 2,377 shares; 2025Q1: 2,105 shares; 2025Q2: 2,076 shares; 2025Q3: 2,076 shares; 2025Q4: 2,076 shares 2,076 $241K 0.03% 0 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,229 shares; 2024Q4: 1,325 shares; 2025Q1: 1,149 shares; 2025Q2: 1,095 shares; 2025Q3: 1,043 shares; 2025Q4: 1,043 shares 1,043 $239K 0.03% 0 Timeline PNQI 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: 4,256 shares; 2024Q4: 4,256 shares; 2025Q1: 4,256 shares; 2025Q2: 4,401 shares; 2025Q3: 4,401 shares; 2025Q4: 4,401 shares 4,401 $237K 0.03% 0 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 950 shares; 2024Q4: 969 shares; 2025Q1: 958 shares; 2025Q2: 958 shares; 2025Q3: 958 shares; 2025Q4: 1,063 shares 1,063 $237K 0.03% +105 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: 9,806 shares; 2024Q4: 2,922 shares; 2025Q1: 10,642 shares; 2025Q2: 10,083 shares; 2025Q3: 10,083 shares; 2025Q4: 10,253 shares 10,253 $236K 0.03% +170 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,785 shares; 2024Q4: 1,023 shares; 2025Q1: 1,031 shares; 2025Q2: 1,043 shares; 2025Q3: 1,048 shares; 2025Q4: 1,034 shares 1,034 $235K 0.03% -14 Timeline JGRO 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: 43 shares; 2024Q4: 43 shares; 2025Q1: 1,418 shares; 2025Q2: 1,418 shares; 2025Q3: 2,534 shares; 2025Q4: 2,534 shares 2,534 $235K 0.03% 0 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: 5,101 shares; 2024Q4: 5,838 shares; 2025Q1: 4,761 shares; 2025Q2: 4,255 shares; 2025Q3: 4,485 shares; 2025Q4: 2,317 shares 2,317 $234K 0.03% -2,168 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: 3,910 shares; 2024Q4: 3,867 shares; 2025Q1: 3,529 shares; 2025Q2: 3,471 shares; 2025Q3: 3,899 shares; 2025Q4: 2,081 shares 2,081 $233K 0.03% -1,818 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: 88 shares; 2024Q4: 121 shares; 2025Q1: 108 shares; 2025Q2: 108 shares; 2025Q3: 108 shares; 2025Q4: 108 shares 108 $232K 0.03% 0 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49 shares; 2024Q4: 61 shares; 2025Q1: 60 shares; 2025Q2: 59 shares; 2025Q3: 59 shares; 2025Q4: 68 shares 68 $231K 0.03% +9 Timeline CPK CHESAPEAKE UTILS CORP More: the full row for CHESAPEAKE UTILS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,363 shares; 2024Q4: 1,363 shares; 2025Q1: 1,619 shares; 2025Q2: 1,619 shares; 2025Q3: 1,619 shares; 2025Q4: 1,841 shares 1,841 $230K 0.03% +222 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: 2,769 shares; 2024Q4: 2,676 shares; 2025Q1: 2,665 shares; 2025Q2: 2,655 shares; 2025Q3: 2,655 shares; 2025Q4: 2,616 shares 2,616 $229K 0.03% -39 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,962 shares; 2024Q4: 4,877 shares; 2025Q1: not reported; 2025Q2: 2,235 shares; 2025Q3: 2,246 shares; 2025Q4: 4,357 shares 4,357 $225K 0.03% +2,111 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: 1,878 shares; 2024Q4: 2,522 shares; 2025Q1: 2,522 shares; 2025Q2: 2,488 shares; 2025Q3: 1,595 shares; 2025Q4: 1,595 shares 1,595 $225K 0.03% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,376 shares; 2024Q4: 1,568 shares; 2025Q1: 1,389 shares; 2025Q2: 1,389 shares; 2025Q3: 1,389 shares; 2025Q4: 1,379 shares 1,379 $224K 0.03% -10 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,570 shares; 2024Q4: 1,515 shares; 2025Q1: 1,515 shares; 2025Q2: 1,440 shares; 2025Q3: 1,440 shares; 2025Q4: 1,440 shares 1,440 $223K 0.03% 0 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: 1,151 shares; 2024Q4: 1,151 shares; 2025Q1: 1,151 shares; 2025Q2: 1,151 shares; 2025Q3: 1,151 shares; 2025Q4: 1,151 shares 1,151 $222K 0.03% 0 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,434 shares; 2024Q4: 1,633 shares; 2025Q1: 1,782 shares; 2025Q2: 1,810 shares; 2025Q3: 1,420 shares; 2025Q4: 1,672 shares 1,672 $222K 0.03% +252 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: 150 shares; 2024Q4: 164 shares; 2025Q1: 764 shares; 2025Q2: 764 shares; 2025Q3: 764 shares; 2025Q4: 764 shares 764 $220K 0.03% 0 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: 892 shares; 2024Q4: 955 shares; 2025Q1: 1,443 shares; 2025Q2: 1,468 shares; 2025Q3: 1,157 shares; 2025Q4: 1,232 shares 1,232 $219K 0.03% +75 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,518 shares; 2024Q4: 4,525 shares; 2025Q1: not reported; 2025Q2: 3,646 shares; 2025Q3: 4,098 shares; 2025Q4: 4,122 shares 4,122 $218K 0.03% +24 Timeline REGL 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: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares 2,500 $211K 0.03% 0 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: 1,056 shares; 2024Q4: 1,056 shares; 2025Q1: 1,056 shares; 2025Q2: 1,091 shares; 2025Q3: 3,614 shares; 2025Q4: 3,605 shares 3,605 $210K 0.03% -9 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: 1,453 shares; 2024Q4: 1,457 shares; 2025Q1: 1,457 shares; 2025Q2: 1,474 shares; 2025Q3: 1,470 shares; 2025Q4: 1,470 shares 1,470 $209K 0.03% 0 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,254 shares; 2024Q4: 683 shares; 2025Q1: 1,812 shares; 2025Q2: 1,783 shares; 2025Q3: 1,741 shares; 2025Q4: 1,741 shares 1,741 $208K 0.03% 0 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,812 shares; 2024Q4: 3,361 shares; 2025Q1: 3,064 shares; 2025Q2: 3,165 shares; 2025Q3: 3,130 shares; 2025Q4: 3,558 shares 3,558 $208K 0.03% +428 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $208K 0.03% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 866 shares; 2024Q4: 1,343 shares; 2025Q1: 1,080 shares; 2025Q2: 1,145 shares; 2025Q3: 1,120 shares; 2025Q4: 1,548 shares 1,548 $205K 0.03% +428 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,161 shares; 2024Q4: 2,457 shares; 2025Q1: 2,211 shares; 2025Q2: 2,194 shares; 2025Q3: 2,182 shares; 2025Q4: 2,445 shares 2,445 $205K 0.03% +263 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,227 shares; 2024Q4: 1,358 shares; 2025Q1: 1,240 shares; 2025Q2: 1,304 shares; 2025Q3: 1,479 shares; 2025Q4: 1,668 shares 1,668 $203K 0.03% +189 Timeline DNL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,900 shares; 2024Q4: 4,900 shares; 2025Q1: 4,900 shares; 2025Q2: 4,900 shares; 2025Q3: 4,900 shares; 2025Q4: 4,900 shares 4,900 $202K 0.03% 0 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,518 shares; 2024Q4: 2,871 shares; 2025Q1: 2,736 shares; 2025Q2: 2,595 shares; 2025Q3: 2,746 shares; 2025Q4: 2,732 shares 2,732 $202K 0.03% -14 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: 371 shares; 2024Q4: 385 shares; 2025Q1: 379 shares; 2025Q2: 371 shares; 2025Q3: 379 shares; 2025Q4: 452 shares 452 $201K 0.03% +73 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: 1,043 shares; 2024Q4: 1,149 shares; 2025Q1: 1,055 shares; 2025Q2: 893 shares; 2025Q3: 867 shares; 2025Q4: 877 shares 877 $200K 0.03% +10 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: 449 shares; 2024Q4: 669 shares; 2025Q1: 458 shares; 2025Q2: 429 shares; 2025Q3: 429 shares; 2025Q4: 391 shares 391 $200K 0.03% -38 Timeline DFEM 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: 8,208 shares; 2024Q4: 6,537 shares; 2025Q1: 6,537 shares; 2025Q2: 6,108 shares; 2025Q3: 5,889 shares; 2025Q4: 5,889 shares 5,889 $195K 0.03% 0 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: 347 shares; 2024Q4: 347 shares; 2025Q1: 588 shares; 2025Q2: 125 shares; 2025Q3: 2,126 shares; 2025Q4: 2,126 shares 2,126 $194K 0.03% 0 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 530 shares; 2025Q4: 749 shares 749 $189K 0.03% +219 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: 541 shares; 2024Q4: 764 shares; 2025Q1: 606 shares; 2025Q2: 607 shares; 2025Q3: 607 shares; 2025Q4: 606 shares 606 $189K 0.03% -1 Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 930 shares; 2024Q4: 936 shares; 2025Q1: 900 shares; 2025Q2: 885 shares; 2025Q3: 885 shares; 2025Q4: 745 shares 745 $188K 0.03% -140 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: 332 shares; 2024Q4: 339 shares; 2025Q1: 335 shares; 2025Q2: 333 shares; 2025Q3: 333 shares; 2025Q4: 423 shares 423 $188K 0.03% +90 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,476 shares; 2025Q4: 2,476 shares 2,476 $188K 0.03% 0 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,209 shares; 2024Q4: 7,236 shares; 2025Q1: 7,267 shares; 2025Q2: 6,763 shares; 2025Q3: 6,763 shares; 2025Q4: 6,020 shares 6,020 $186K 0.02% -743 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,492 shares; 2024Q4: 3,492 shares; 2025Q1: 3,492 shares; 2025Q2: 3,492 shares; 2025Q3: 3,492 shares; 2025Q4: 3,492 shares 3,492 $186K 0.02% 0 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,514 shares; 2024Q4: 2,374 shares; 2025Q1: 2,370 shares; 2025Q2: 2,270 shares; 2025Q3: 1,677 shares; 2025Q4: 2,070 shares 2,070 $186K 0.02% +393 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 247 shares; 2024Q4: 597 shares; 2025Q1: 964 shares; 2025Q2: 964 shares; 2025Q3: 965 shares; 2025Q4: 548 shares 548 $186K 0.02% -417 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,272 shares; 2024Q4: 1,091 shares; 2025Q1: 1,074 shares; 2025Q2: 1,069 shares; 2025Q3: 1,067 shares; 2025Q4: 1,055 shares 1,055 $185K 0.02% -12 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,217 shares; 2024Q4: 1,332 shares; 2025Q1: 1,332 shares; 2025Q2: 1,334 shares; 2025Q3: 1,344 shares; 2025Q4: 1,344 shares 1,344 $183K 0.02% 0 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,002 shares; 2024Q4: 5,515 shares; 2025Q1: 4,594 shares; 2025Q2: 9,014 shares; 2025Q3: 8,833 shares; 2025Q4: 4,523 shares 4,523 $182K 0.02% -4,310 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: 2,430 shares; 2024Q4: 2,430 shares; 2025Q1: 2,555 shares; 2025Q2: 2,555 shares; 2025Q3: 2,355 shares; 2025Q4: 1,680 shares 1,680 $178K 0.02% -675 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,761 shares; 2024Q4: 1,461 shares; 2025Q1: 1,461 shares; 2025Q2: 636 shares; 2025Q3: 636 shares; 2025Q4: 636 shares 636 $176K 0.02% 0 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: 448 shares; 2024Q4: 2,311 shares; 2025Q1: 2,383 shares; 2025Q2: 3,226 shares; 2025Q3: 3,226 shares; 2025Q4: 3,514 shares 3,514 $176K 0.02% +288 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,300 shares; 2024Q4: 3,245 shares; 2025Q1: 3,245 shares; 2025Q2: 3,150 shares; 2025Q3: 2,800 shares; 2025Q4: 2,195 shares 2,195 $176K 0.02% -605 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,859 shares; 2024Q4: 1,961 shares; 2025Q1: 1,868 shares; 2025Q2: 1,668 shares; 2025Q3: 1,668 shares; 2025Q4: 1,668 shares 1,668 $176K 0.02% 0 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,497 shares; 2024Q4: 17,497 shares; 2025Q1: 17,497 shares; 2025Q2: 17,497 shares; 2025Q3: 17,497 shares; 2025Q4: 17,497 shares 17,497 $175K 0.02% 0 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,184 shares; 2024Q4: 1,227 shares; 2025Q1: 1,146 shares; 2025Q2: 1,122 shares; 2025Q3: 1,165 shares; 2025Q4: 938 shares 938 $174K 0.02% -227 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,500 shares; 2025Q3: 3,500 shares; 2025Q4: 3,500 shares 3,500 $174K 0.02% 0 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,636 shares; 2024Q4: 3,993 shares; 2025Q1: 2,420 shares; 2025Q2: 1,211 shares; 2025Q3: 1,396 shares; 2025Q4: 1,903 shares 1,903 $169K 0.02% +507 Timeline EXP EAGLE MATLS INC More: the full row for EAGLE MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 275 shares; 2024Q4: 689 shares; 2025Q1: 518 shares; 2025Q2: 513 shares; 2025Q3: 508 shares; 2025Q4: 814 shares 814 $168K 0.02% +306 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,132 shares; 2024Q4: 11,742 shares; 2025Q1: 11,160 shares; 2025Q2: 9,890 shares; 2025Q3: 9,440 shares; 2025Q4: 3,451 shares 3,451 $168K 0.02% -5,989 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: 1,156 shares; 2024Q4: 1,197 shares; 2025Q1: 1,127 shares; 2025Q2: 770 shares; 2025Q3: 770 shares; 2025Q4: 940 shares 940 $168K 0.02% +170 Timeline EFAV 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: 2,318 shares; 2024Q4: 2,281 shares; 2025Q1: 1,929 shares; 2025Q2: 1,917 shares; 2025Q3: 1,917 shares; 2025Q4: 1,917 shares 1,917 $165K 0.02% 0 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65 shares; 2024Q4: 482 shares; 2025Q1: 107 shares; 2025Q2: 1,009 shares; 2025Q3: 1,279 shares; 2025Q4: 1,309 shares 1,309 $165K 0.02% +30 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: 704 shares; 2024Q4: 746 shares; 2025Q1: 406 shares; 2025Q2: 296 shares; 2025Q3: 274 shares; 2025Q4: 288 shares 288 $164K 0.02% +14 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: 485 shares; 2024Q4: 844 shares; 2025Q1: 608 shares; 2025Q2: 598 shares; 2025Q3: 601 shares; 2025Q4: 659 shares 659 $162K 0.02% +58 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,800 shares; 2024Q4: 2,800 shares; 2025Q1: 2,800 shares; 2025Q2: 2,800 shares; 2025Q3: 2,800 shares; 2025Q4: 2,800 shares 2,800 $160K 0.02% 0 Timeline NICE NICE LTD More: the full row for NICE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 995 shares; 2024Q4: 935 shares; 2025Q1: 1,235 shares; 2025Q2: 1,225 shares; 2025Q3: 1,225 shares; 2025Q4: 1,414 shares 1,414 $160K 0.02% +189 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: 2,578 shares; 2024Q4: 2,618 shares; 2025Q1: 2,578 shares; 2025Q2: 2,578 shares; 2025Q3: 2,578 shares; 2025Q4: 2,578 shares 2,578 $160K 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: 248 shares; 2024Q4: 261 shares; 2025Q1: 339 shares; 2025Q2: 342 shares; 2025Q3: 340 shares; 2025Q4: 340 shares 340 $160K 0.02% 0 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: 1,533 shares; 2024Q4: 1,608 shares; 2025Q1: 1,601 shares; 2025Q2: 1,642 shares; 2025Q3: 1,541 shares; 2025Q4: 1,541 shares 1,541 $158K 0.02% 0 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 564 shares; 2024Q4: 547 shares; 2025Q1: 676 shares; 2025Q2: 601 shares; 2025Q3: 526 shares; 2025Q4: 515 shares 515 $157K 0.02% -11 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,700 shares; 2024Q4: 1,700 shares; 2025Q1: 1,635 shares; 2025Q2: 1,592 shares; 2025Q3: 1,592 shares; 2025Q4: 1,592 shares 1,592 $156K 0.02% 0 Timeline VTEL 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: not reported; 2025Q3: 1,493 shares; 2025Q4: 1,493 shares 1,493 $155K 0.02% 0 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: 500 shares; 2024Q4: 518 shares; 2025Q1: 518 shares; 2025Q2: 518 shares; 2025Q3: 518 shares; 2025Q4: 518 shares 518 $155K 0.02% 0 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares 3,000 $154K 0.02% 0 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 875 shares; 2024Q4: 875 shares; 2025Q1: 875 shares; 2025Q2: 828 shares; 2025Q3: 828 shares; 2025Q4: 828 shares 828 $154K 0.02% 0 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,270 shares; 2024Q4: 4,544 shares; 2025Q1: 4,337 shares; 2025Q2: 4,293 shares; 2025Q3: 4,238 shares; 2025Q4: 1,658 shares 1,658 $153K 0.02% -2,580 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: 1,961 shares; 2024Q4: 3,007 shares; 2025Q1: 1,689 shares; 2025Q2: 2,846 shares; 2025Q3: 3,599 shares; 2025Q4: 5,524 shares 5,524 $152K 0.02% +1,925 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,495 shares; 2024Q4: 2,735 shares; 2025Q1: 746 shares; 2025Q2: 974 shares; 2025Q3: 974 shares; 2025Q4: 939 shares 939 $151K 0.02% -35 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: 1,524 shares; 2024Q4: 1,643 shares; 2025Q1: 1,435 shares; 2025Q2: 1,560 shares; 2025Q3: 1,514 shares; 2025Q4: 1,536 shares 1,536 $150K 0.02% +22 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,856 shares; 2024Q4: 6,786 shares; 2025Q1: 6,564 shares; 2025Q2: 9,634 shares; 2025Q3: 9,139 shares; 2025Q4: 3,888 shares 3,888 $149K 0.02% -5,251 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 501 shares; 2024Q4: 501 shares; 2025Q1: 484 shares; 2025Q2: 484 shares; 2025Q3: 472 shares; 2025Q4: 472 shares 472 $149K 0.02% 0 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,002 shares; 2024Q4: 987 shares; 2025Q1: 804 shares; 2025Q2: 800 shares; 2025Q3: 803 shares; 2025Q4: 763 shares 763 $148K 0.02% -40 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: 725 shares; 2024Q4: 725 shares; 2025Q1: 725 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares 700 $148K 0.02% 0 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,000 shares 2,000 $147K 0.02% new Timeline HEGD LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,787 shares; 2025Q1: 2,850 shares; 2025Q2: 8,166 shares; 2025Q3: 8,166 shares; 2025Q4: 5,846 shares 5,846 $147K 0.02% -2,320 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 731 shares; 2024Q4: 1,067 shares; 2025Q1: 1,199 shares; 2025Q2: 1,330 shares; 2025Q3: 1,033 shares; 2025Q4: 1,066 shares 1,066 $147K 0.02% +33 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: 675 shares; 2024Q4: 850 shares; 2025Q1: 706 shares; 2025Q2: 725 shares; 2025Q3: 618 shares; 2025Q4: 604 shares 604 $146K 0.02% -14 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: 1,600 shares; 2024Q4: 1,600 shares; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares 1,600 $146K 0.02% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,699 shares; 2024Q4: 2,347 shares; 2025Q1: 2,349 shares; 2025Q2: 2,213 shares; 2025Q3: 2,180 shares; 2025Q4: 2,180 shares 2,180 $146K 0.02% 0 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,560 shares; 2024Q4: 3,545 shares; 2025Q1: 3,545 shares; 2025Q2: 3,320 shares; 2025Q3: 3,320 shares; 2025Q4: 2,415 shares 2,415 $146K 0.02% -905 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: 2,742 shares; 2024Q4: 1,722 shares; 2025Q1: 1,701 shares; 2025Q2: 1,521 shares; 2025Q3: 1,412 shares; 2025Q4: 2,168 shares 2,168 $146K 0.02% +756 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: 275 shares; 2024Q4: 275 shares; 2025Q1: 278 shares; 2025Q2: 233 shares; 2025Q3: 233 shares; 2025Q4: 233 shares 233 $145K 0.02% 0 Timeline SKYY 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: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,157 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares 1,100 $144K 0.02% 0 Timeline EOI EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,000 shares; 2024Q4: 7,000 shares; 2025Q1: 7,000 shares; 2025Q2: 7,000 shares; 2025Q3: 7,000 shares; 2025Q4: 7,000 shares 7,000 $144K 0.02% 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: 587 shares; 2024Q4: 692 shares; 2025Q1: 605 shares; 2025Q2: 605 shares; 2025Q3: 603 shares; 2025Q4: 710 shares 710 $144K 0.02% +107 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: 670 shares; 2024Q4: 796 shares; 2025Q1: 719 shares; 2025Q2: 701 shares; 2025Q3: 701 shares; 2025Q4: 701 shares 701 $144K 0.02% 0 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,001 shares; 2024Q4: 2,006 shares; 2025Q1: 2,030 shares; 2025Q2: 2,046 shares; 2025Q3: 2,041 shares; 2025Q4: 2,041 shares 2,041 $143K 0.02% 0 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,784 shares; 2024Q4: 1,755 shares; 2025Q1: 1,670 shares; 2025Q2: 1,606 shares; 2025Q3: 1,556 shares; 2025Q4: 1,492 shares 1,492 $142K 0.02% -64 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: 1,000 shares; 2024Q4: 1,060 shares; 2025Q1: 1,060 shares; 2025Q2: 1,060 shares; 2025Q3: 1,060 shares; 2025Q4: 1,060 shares 1,060 $141K 0.02% 0 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 918 shares; 2024Q4: 650 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares 600 $141K 0.02% 0 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,284 shares; 2024Q4: 1,313 shares; 2025Q1: 1,285 shares; 2025Q2: 1,310 shares; 2025Q3: 1,308 shares; 2025Q4: 1,308 shares 1,308 $140K 0.02% 0 Timeline FBNC FIRST BANCORP N C More: the full row for FIRST BANCORP N C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,564 shares; 2024Q4: 3,564 shares; 2025Q1: 3,564 shares; 2025Q2: 3,564 shares; 2025Q3: 2,816 shares; 2025Q4: 2,745 shares 2,745 $139K 0.02% -71 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: 684 shares; 2024Q4: 684 shares; 2025Q1: 684 shares; 2025Q2: 657 shares; 2025Q3: 657 shares; 2025Q4: 657 shares 657 $139K 0.02% 0 Timeline MOO 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: 1,400 shares; 2024Q4: 1,900 shares; 2025Q1: 1,900 shares; 2025Q2: 1,900 shares; 2025Q3: 1,900 shares; 2025Q4: 1,900 shares 1,900 $138K 0.02% 0 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: 4,258 shares; 2024Q4: 5,200 shares; 2025Q1: 5,200 shares; 2025Q2: 5,700 shares; 2025Q3: 5,700 shares; 2025Q4: 5,700 shares 5,700 $137K 0.02% 0 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: 572 shares; 2024Q4: 449 shares; 2025Q1: 428 shares; 2025Q2: 717 shares; 2025Q3: 1,681 shares; 2025Q4: 948 shares 948 $137K 0.02% -733 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: 429 shares; 2024Q4: 430 shares; 2025Q1: 438 shares; 2025Q2: 438 shares; 2025Q3: 428 shares; 2025Q4: 402 shares 402 $136K 0.02% -26 Timeline IWX 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: 3,069 shares; 2024Q4: 2,632 shares; 2025Q1: 2,632 shares; 2025Q2: 1,435 shares; 2025Q3: 1,435 shares; 2025Q4: 1,435 shares 1,435 $132K 0.02% 0 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,326 shares; 2024Q4: 4,944 shares; 2025Q1: 4,855 shares; 2025Q2: 4,860 shares; 2025Q3: 4,865 shares; 2025Q4: 1,389 shares 1,389 $131K 0.02% -3,476 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: 1,897 shares; 2024Q4: 1,697 shares; 2025Q1: 1,697 shares; 2025Q2: 2,809 shares; 2025Q3: 2,809 shares; 2025Q4: 2,809 shares 2,809 $131K 0.02% 0 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,392 shares 1,392 $129K 0.02% new Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,751 shares; 2025Q1: 2,012 shares; 2025Q2: 2,445 shares; 2025Q3: 2,947 shares; 2025Q4: 2,947 shares 2,947 $128K 0.02% 0 Timeline OCIO ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,075 shares; 2024Q4: 5,075 shares; 2025Q1: 5,291 shares; 2025Q2: 5,291 shares; 2025Q3: 5,291 shares; 2025Q4: 3,696 shares 3,696 $128K 0.02% -1,595 Timeline IGM 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: 990 shares; 2024Q4: 990 shares; 2025Q1: 990 shares; 2025Q2: 990 shares; 2025Q3: 990 shares; 2025Q4: 990 shares 990 $128K 0.02% 0 Timeline BATRA ATLANTA BRAVES HLDGS INC More: the full row for ATLANTA BRAVES HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares 3,000 $127K 0.02% 0 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,794 shares; 2024Q4: 3,599 shares; 2025Q1: 3,588 shares; 2025Q2: 3,377 shares; 2025Q3: 3,377 shares; 2025Q4: 3,150 shares 3,150 $127K 0.02% -227 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 648 shares; 2024Q4: 720 shares; 2025Q1: 650 shares; 2025Q2: 652 shares; 2025Q3: 652 shares; 2025Q4: 652 shares 652 $127K 0.02% 0 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,050 shares; 2024Q4: 3,049 shares; 2025Q1: 2,985 shares; 2025Q2: 2,670 shares; 2025Q3: 2,645 shares; 2025Q4: 2,618 shares 2,618 $127K 0.02% -27 Timeline WTM WHITE MTNS INS GROUP LTD More: the full row for WHITE MTNS INS GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61 shares; 2024Q4: 61 shares; 2025Q1: 61 shares; 2025Q2: 61 shares; 2025Q3: 61 shares; 2025Q4: 61 shares 61 $127K 0.02% 0 Timeline SRV NXG CUSHING MIDSTREAM ENERGY More: the full row for NXG CUSHING MIDSTREAM ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,148 shares; 2024Q4: 3,148 shares; 2025Q1: 3,148 shares; 2025Q2: 3,148 shares; 2025Q3: 3,148 shares; 2025Q4: 3,148 shares 3,148 $123K 0.02% 0 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: 657 shares; 2024Q4: 1,128 shares; 2025Q1: 179 shares; 2025Q2: 197 shares; 2025Q3: 388 shares; 2025Q4: 573 shares 573 $123K 0.02% +185 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: 5,182 shares; 2024Q4: 4,682 shares; 2025Q1: 4,682 shares; 2025Q2: 4,682 shares; 2025Q3: 3,624 shares; 2025Q4: 3,624 shares 3,624 $120K 0.02% 0 Timeline XSORX SOURCE CAPITAL More: the full row for SOURCE CAPITAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,608 shares 2,608 $119K 0.02% new Timeline VYMI 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: 600 shares; 2024Q4: 1,287 shares; 2025Q1: 1,375 shares; 2025Q2: 1,319 shares; 2025Q3: 1,315 shares; 2025Q4: 1,315 shares 1,315 $118K 0.02% 0 Timeline MGRC MCGRATH RENTCORP More: the full row for MCGRATH RENTCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,580 shares; 2024Q4: 1,555 shares; 2025Q1: 1,555 shares; 2025Q2: 1,475 shares; 2025Q3: 1,475 shares; 2025Q4: 1,115 shares 1,115 $117K 0.02% -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: 3,023 shares; 2024Q4: 2,980 shares; 2025Q1: 2,154 shares; 2025Q2: 2,113 shares; 2025Q3: 2,066 shares; 2025Q4: 2,196 shares 2,196 $116K 0.02% +130 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: 575 shares; 2024Q4: 575 shares; 2025Q1: 575 shares; 2025Q2: 874 shares; 2025Q3: 874 shares; 2025Q4: 874 shares 874 $116K 0.02% 0 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: 6,127 shares; 2024Q4: 2,760 shares; 2025Q1: 2,008 shares; 2025Q2: 2,010 shares; 2025Q3: 2,010 shares; 2025Q4: 2,010 shares 2,010 $116K 0.02% 0 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,779 shares; 2024Q4: 5,749 shares; 2025Q1: 4,838 shares; 2025Q2: 3,814 shares; 2025Q3: 3,379 shares; 2025Q4: 1,337 shares 1,337 $115K 0.02% -2,042 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 394 shares; 2024Q4: 394 shares; 2025Q1: 394 shares; 2025Q2: 394 shares; 2025Q3: 394 shares; 2025Q4: 561 shares 561 $115K 0.02% +167 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,200 shares; 2024Q4: 5,200 shares; 2025Q1: 4,300 shares; 2025Q2: 3,500 shares; 2025Q3: 3,500 shares; 2025Q4: 3,500 shares 3,500 $115K 0.02% 0 Timeline BTT BLACKROCK MUN TARGET TERM TR More: the full row for BLACKROCK MUN TARGET TERM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares 5,000 $114K 0.02% 0 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: 2,710 shares; 2025Q1: 2,710 shares; 2025Q2: 2,520 shares; 2025Q3: 2,520 shares; 2025Q4: 2,510 shares 2,510 $114K 0.02% -10 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: 570 shares; 2024Q4: 570 shares; 2025Q1: 702 shares; 2025Q2: 570 shares; 2025Q3: 570 shares; 2025Q4: 570 shares 570 $113K 0.02% 0 Timeline NFJ VIRTUS DIVIDEND INTEREST & P More: the full row for VIRTUS DIVIDEND INTEREST & P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,863 shares; 2024Q4: 8,863 shares; 2025Q1: 8,863 shares; 2025Q2: 8,863 shares; 2025Q3: 8,863 shares; 2025Q4: 8,863 shares 8,863 $113K 0.02% 0 Timeline RING ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,529 shares; 2025Q3: 1,529 shares; 2025Q4: 1,529 shares 1,529 $113K 0.02% 0 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: 2,362 shares; 2024Q4: 2,167 shares; 2025Q1: 2,116 shares; 2025Q2: 2,011 shares; 2025Q3: 1,937 shares; 2025Q4: 1,764 shares 1,764 $110K 0.01% -173 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 399 shares; 2024Q4: 394 shares; 2025Q1: 394 shares; 2025Q2: 379 shares; 2025Q3: 397 shares; 2025Q4: 327 shares 327 $110K 0.01% -70 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,342 shares; 2024Q4: 7,342 shares; 2025Q1: 4,319 shares; 2025Q2: 3,242 shares; 2025Q3: 3,242 shares; 2025Q4: 3,242 shares 3,242 $109K 0.01% 0 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: 2,417 shares; 2024Q4: 2,417 shares; 2025Q1: 2,417 shares; 2025Q2: 2,417 shares; 2025Q3: 2,417 shares; 2025Q4: 2,859 shares 2,859 $109K 0.01% +442 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: 8,550 shares; 2024Q4: 8,221 shares; 2025Q1: 6,037 shares; 2025Q2: 5,954 shares; 2025Q3: 2,954 shares; 2025Q4: 2,944 shares 2,944 $109K 0.01% -10 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,429 shares; 2024Q4: 5,429 shares; 2025Q1: 3,293 shares; 2025Q2: 2,067 shares; 2025Q3: 2,067 shares; 2025Q4: 2,067 shares 2,067 $108K 0.01% 0 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,710 shares; 2024Q4: 2,849 shares; 2025Q1: 2,515 shares; 2025Q2: 2,515 shares; 2025Q3: 2,669 shares; 2025Q4: 1,262 shares 1,262 $106K 0.01% -1,407 Timeline AADR ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,234 shares; 2025Q3: 1,234 shares; 2025Q4: 1,234 shares 1,234 $106K 0.01% 0 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: 2,030 shares; 2024Q4: 3,042 shares; 2025Q1: 2,867 shares; 2025Q2: 3,040 shares; 2025Q3: 3,009 shares; 2025Q4: 1,993 shares 1,993 $106K 0.01% -1,016 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 571 shares; 2024Q4: 788 shares; 2025Q1: 725 shares; 2025Q2: 724 shares; 2025Q3: 817 shares; 2025Q4: 863 shares 863 $106K 0.01% +46 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121 shares; 2024Q4: 8,238 shares; 2025Q1: 7,393 shares; 2025Q2: 7,410 shares; 2025Q3: 7,757 shares; 2025Q4: 3,992 shares 3,992 $105K 0.01% -3,765 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,045 shares; 2024Q4: 1,481 shares; 2025Q1: 1,066 shares; 2025Q2: 1,061 shares; 2025Q3: 1,061 shares; 2025Q4: 1,061 shares 1,061 $105K 0.01% 0 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 634 shares; 2024Q4: 703 shares; 2025Q1: 634 shares; 2025Q2: 639 shares; 2025Q3: 639 shares; 2025Q4: 639 shares 639 $104K 0.01% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,142 shares; 2024Q4: 1,335 shares; 2025Q1: 1,356 shares; 2025Q2: 1,490 shares; 2025Q3: 1,482 shares; 2025Q4: 560 shares 560 $104K 0.01% -922 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,345 shares; 2024Q4: 2,792 shares; 2025Q1: 2,641 shares; 2025Q2: 2,476 shares; 2025Q3: 2,476 shares; 2025Q4: 2,705 shares 2,705 $104K 0.01% +229 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: 615 shares; 2024Q4: 687 shares; 2025Q1: 617 shares; 2025Q2: 586 shares; 2025Q3: 626 shares; 2025Q4: 639 shares 639 $103K 0.01% +13 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,637 shares; 2024Q4: 1,637 shares; 2025Q1: 1,637 shares; 2025Q2: 1,976 shares; 2025Q3: 1,976 shares; 2025Q4: 1,991 shares 1,991 $103K 0.01% +15 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: 1,670 shares; 2024Q4: 1,735 shares; 2025Q1: 1,531 shares; 2025Q2: 1,288 shares; 2025Q3: 1,320 shares; 2025Q4: 1,302 shares 1,302 $103K 0.01% -18 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares 1,100 $103K 0.01% 0 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 382 shares; 2024Q4: 810 shares; 2025Q1: 394 shares; 2025Q2: 679 shares; 2025Q3: 659 shares; 2025Q4: 759 shares 759 $103K 0.01% +100 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: 1,019 shares; 2024Q4: 1,194 shares; 2025Q1: 853 shares; 2025Q2: 849 shares; 2025Q3: 823 shares; 2025Q4: 801 shares 801 $102K 0.01% -22 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,800 shares; 2025Q4: 3,800 shares 3,800 $102K 0.01% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,130 shares; 2024Q4: 1,850 shares; 2025Q1: 1,818 shares; 2025Q2: 1,847 shares; 2025Q3: 1,914 shares; 2025Q4: 2,914 shares 2,914 $101K 0.01% +1,000 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: 55 shares; 2024Q4: 53 shares; 2025Q1: 164 shares; 2025Q2: 256 shares; 2025Q3: 256 shares; 2025Q4: 269 shares 269 $100K 0.01% +13 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: 6,705 shares; 2024Q4: 6,167 shares; 2025Q1: 5,820 shares; 2025Q2: 5,820 shares; 2025Q3: 4,820 shares; 2025Q4: 2,320 shares 2,320 $99.5K 0.01% -2,500 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,825 shares; 2024Q4: 2,555 shares; 2025Q1: 1,634 shares; 2025Q2: 1,634 shares; 2025Q3: 1,262 shares; 2025Q4: 1,262 shares 1,262 $99.5K 0.01% 0 Timeline IVOO 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: 880 shares; 2024Q4: 880 shares; 2025Q1: 880 shares; 2025Q2: 880 shares; 2025Q3: 880 shares; 2025Q4: 880 shares 880 $99.4K 0.01% 0 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: 131 shares; 2024Q4: 143 shares; 2025Q1: 124 shares; 2025Q2: 119 shares; 2025Q3: 119 shares; 2025Q4: 81 shares 81 $98.4K 0.01% -38 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 501 shares; 2024Q4: 685 shares; 2025Q1: 506 shares; 2025Q2: 503 shares; 2025Q3: 502 shares; 2025Q4: 504 shares 504 $97.5K 0.01% +2 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 6 shares; 2025Q3: 11 shares; 2025Q4: 1,186 shares 1,186 $95.8K 0.01% +1,175 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: 3,120 shares; 2024Q4: 3,938 shares; 2025Q1: 3,010 shares; 2025Q2: 3,014 shares; 2025Q3: 2,318 shares; 2025Q4: 2,314 shares 2,314 $95.2K 0.01% -4 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,992 shares; 2024Q4: 1,235 shares; 2025Q1: 1,179 shares; 2025Q2: 1,147 shares; 2025Q3: 1,156 shares; 2025Q4: 1,156 shares 1,156 $94.8K 0.01% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,373 shares; 2024Q4: 1,387 shares; 2025Q1: 1,763 shares; 2025Q2: 1,266 shares; 2025Q3: 1,288 shares; 2025Q4: 1,283 shares 1,283 $94.3K 0.01% -5 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9 shares; 2024Q4: 9 shares; 2025Q1: 15 shares; 2025Q2: 533 shares; 2025Q3: 561 shares; 2025Q4: 226 shares 226 $94.2K 0.01% -335 Timeline GOLF ACUSHNET HLDGS CORP More: the full row for ACUSHNET HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,777 shares; 2024Q4: 1,777 shares; 2025Q1: 1,777 shares; 2025Q2: 1,171 shares; 2025Q3: 1,171 shares; 2025Q4: 1,171 shares 1,171 $93.5K 0.01% 0 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,247 shares; 2024Q4: 2,506 shares; 2025Q1: 2,341 shares; 2025Q2: 1,249 shares; 2025Q3: 1,255 shares; 2025Q4: 1,200 shares 1,200 $92.9K 0.01% -55 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: 1,731 shares; 2024Q4: 1,293 shares; 2025Q1: 1,870 shares; 2025Q2: 750 shares; 2025Q3: 403 shares; 2025Q4: 563 shares 563 $91.7K 0.01% +160 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: 66 shares; 2024Q4: 66 shares; 2025Q1: 68 shares; 2025Q2: 1,014 shares; 2025Q3: 1,001 shares; 2025Q4: 1,001 shares 1,001 $91.3K 0.01% 0 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 481 shares; 2024Q4: 481 shares; 2025Q1: 481 shares; 2025Q2: 623 shares; 2025Q3: 623 shares; 2025Q4: 686 shares 686 $91.1K 0.01% +63 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: 264 shares; 2024Q4: 264 shares; 2025Q1: 264 shares; 2025Q2: 264 shares; 2025Q3: 264 shares; 2025Q4: 264 shares 264 $90.5K 0.01% 0 Timeline FLTR 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: not reported; 2025Q1: not reported; 2025Q2: 3,528 shares; 2025Q3: 3,528 shares; 2025Q4: 3,528 shares 3,528 $89.9K 0.01% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,557 shares; 2024Q4: 753 shares; 2025Q1: 817 shares; 2025Q2: 775 shares; 2025Q3: 1,262 shares; 2025Q4: 1,060 shares 1,060 $89.3K 0.01% -202 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: 268 shares; 2024Q4: 351 shares; 2025Q1: 207 shares; 2025Q2: 109 shares; 2025Q3: 426 shares; 2025Q4: 439 shares 439 $89K 0.01% +13 Timeline MOAT 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: 836 shares; 2024Q4: 836 shares; 2025Q1: 836 shares; 2025Q2: 836 shares; 2025Q3: 836 shares; 2025Q4: 836 shares 836 $86.6K 0.01% 0 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: 196 shares; 2024Q4: 868 shares; 2025Q1: 755 shares; 2025Q2: 762 shares; 2025Q3: 761 shares; 2025Q4: 638 shares 638 $86.3K 0.01% -123 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,280 shares; 2024Q4: 1,280 shares; 2025Q1: 1,280 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares 1,100 $85.4K 0.01% 0 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 76 shares; 2025Q1: 8 shares; 2025Q2: 10 shares; 2025Q3: 522 shares; 2025Q4: 522 shares 522 $84.2K 0.01% 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: 775 shares; 2024Q4: 718 shares; 2025Q1: 553 shares; 2025Q2: 583 shares; 2025Q3: 554 shares; 2025Q4: 294 shares 294 $83.9K 0.01% -260 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: not reported; 2024Q4: not reported; 2025Q1: 458 shares; 2025Q2: 623 shares; 2025Q3: 623 shares; 2025Q4: 623 shares 623 $82K 0.01% 0 Timeline BSY BENTLEY SYS INC More: the full row for BENTLEY SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,128 shares; 2024Q4: 2,128 shares; 2025Q1: 2,128 shares; 2025Q2: 2,128 shares; 2025Q3: 2,134 shares; 2025Q4: 2,134 shares 2,134 $81.4K 0.01% 0 Timeline STUB STUBHUB HLDGS INC More: the full row for STUBHUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,000 shares 6,000 $81.2K 0.01% new Timeline CMC COMMERCIAL METALS CO More: the full row for COMMERCIAL METALS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,167 shares 1,167 $80.8K 0.01% new 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: 16 shares; 2024Q4: 276 shares; 2025Q1: 46 shares; 2025Q2: 46 shares; 2025Q3: 277 shares; 2025Q4: 847 shares 847 $80.8K 0.01% +570 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,030 shares; 2024Q4: 1,665 shares; 2025Q1: 1,431 shares; 2025Q2: 1,513 shares; 2025Q3: 1,507 shares; 2025Q4: 1,012 shares 1,012 $80.4K 0.01% -495 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: 2 shares; 2024Q4: 102 shares; 2025Q1: 511 shares; 2025Q2: 504 shares; 2025Q3: 506 shares; 2025Q4: 282 shares 282 $79.8K 0.01% -224 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: 1,747 shares; 2024Q4: 3,662 shares; 2025Q1: 659 shares; 2025Q2: 724 shares; 2025Q3: 724 shares; 2025Q4: 724 shares 724 $79.8K 0.01% 0 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,234 shares; 2024Q4: 1,234 shares; 2025Q1: 1,234 shares; 2025Q2: 1,234 shares; 2025Q3: 1,234 shares; 2025Q4: 1,234 shares 1,234 $79.5K 0.01% 0 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,419 shares; 2024Q4: 622 shares; 2025Q1: 591 shares; 2025Q2: 590 shares; 2025Q3: 584 shares; 2025Q4: 571 shares 571 $77.8K 0.01% -13 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 420 shares; 2024Q4: 420 shares; 2025Q1: 420 shares; 2025Q2: 420 shares; 2025Q3: 420 shares; 2025Q4: 420 shares 420 $77.7K 0.01% 0 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,122 shares; 2025Q4: 2,122 shares 2,122 $75.5K 0.01% 0 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,924 shares; 2024Q4: 2,223 shares; 2025Q1: 1,948 shares; 2025Q2: 1,940 shares; 2025Q3: 1,931 shares; 2025Q4: 1,925 shares 1,925 $75.4K 0.01% -6 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,000 shares 2,000 $74.9K 0.01% new Timeline UHAL-B U HAUL HOLDING COMPANY More: the full row for U HAUL HOLDING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,593 shares; 2024Q4: 1,608 shares; 2025Q1: 1,595 shares; 2025Q2: 1,597 shares; 2025Q3: 1,598 shares; 2025Q4: 1,600 shares 1,600 $74.8K 0.01% +2 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 722 shares; 2024Q4: 2,696 shares; 2025Q1: 2,696 shares; 2025Q2: 2,696 shares; 2025Q3: 4,027 shares; 2025Q4: 2,053 shares 2,053 $74.5K 0.01% -1,974 Timeline RYN RAYONIER INC More: the full row for RAYONIER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,336 shares; 2024Q4: 3,150 shares; 2025Q1: 3,288 shares; 2025Q2: 3,286 shares; 2025Q3: 3,286 shares; 2025Q4: 3,436 shares 3,436 $74.4K 0.01% +150 Timeline VNT VONTIER CORPORATION More: the full row for VONTIER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,688 shares; 2025Q1: 2,658 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $74.4K 0.01% 0 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: 6,383 shares; 2024Q4: 3,344 shares; 2025Q1: 2,765 shares; 2025Q2: 2,122 shares; 2025Q3: 2,125 shares; 2025Q4: 1,381 shares 1,381 $74.3K 0.01% -744 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,798 shares; 2024Q4: 4,420 shares; 2025Q1: 4,164 shares; 2025Q2: 4,417 shares; 2025Q3: 2,639 shares; 2025Q4: 3,072 shares 3,072 $73.8K 0.01% +433 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 588 shares; 2024Q4: 239 shares; 2025Q1: 239 shares; 2025Q2: 239 shares; 2025Q3: 227 shares; 2025Q4: 227 shares 227 $73.5K 0.01% 0 Timeline PKB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 793 shares; 2025Q3: 793 shares; 2025Q4: 793 shares 793 $73.4K 0.01% 0 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 345 shares; 2024Q4: 344 shares; 2025Q1: 336 shares; 2025Q2: 335 shares; 2025Q3: 335 shares; 2025Q4: 1,332 shares 1,332 $73.3K 0.01% +997 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 191 shares; 2024Q4: 191 shares; 2025Q1: 143 shares; 2025Q2: 143 shares; 2025Q3: not reported; 2025Q4: 1,000 shares 1,000 $72.1K 0.01% new 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: 262 shares; 2024Q4: 262 shares; 2025Q1: 893 shares; 2025Q2: 231 shares; 2025Q3: 340 shares; 2025Q4: 447 shares 447 $71.9K 0.01% +107 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,012 shares; 2024Q4: 3,495 shares; 2025Q1: 3,012 shares; 2025Q2: 3,252 shares; 2025Q3: 3,251 shares; 2025Q4: 3,014 shares 3,014 $71.4K 0.01% -237 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: 1,777 shares; 2024Q4: 1,321 shares; 2025Q1: 1,026 shares; 2025Q2: 1,222 shares; 2025Q3: 1,222 shares; 2025Q4: 842 shares 842 $71.3K 0.01% -380 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 139 shares; 2025Q1: 62 shares; 2025Q2: 77 shares; 2025Q3: 77 shares; 2025Q4: 677 shares 677 $70.9K 0.01% +600 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: 2,025 shares; 2024Q4: 2,025 shares; 2025Q1: 2,025 shares; 2025Q2: 2,025 shares; 2025Q3: 2,025 shares; 2025Q4: 2,025 shares 2,025 $70.3K 0.01% 0 Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,000 shares; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares 6,000 $69.4K 0.01% 0 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 338 shares; 2024Q4: 556 shares; 2025Q1: 346 shares; 2025Q2: 338 shares; 2025Q3: 338 shares; 2025Q4: 338 shares 338 $69.3K 0.01% 0 Timeline IEF 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: 978 shares; 2024Q4: 1,030 shares; 2025Q1: 908 shares; 2025Q2: 946 shares; 2025Q3: 937 shares; 2025Q4: 713 shares 713 $68.6K 0.01% -224 Timeline IMKTA INGLES MKTS INC More: the full row for INGLES MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $68.5K 0.01% 0 Timeline UFPI UFP INDUSTRIES INC More: the full row for UFP INDUSTRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 895 shares; 2024Q4: 874 shares; 2025Q1: 877 shares; 2025Q2: 880 shares; 2025Q3: 798 shares; 2025Q4: 747 shares 747 $68.1K 0.01% -51 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 550 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares 300 $67.4K 0.01% 0 Timeline GMOI GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $67.2K 0.01% 0 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,240 shares; 2024Q4: 1,040 shares; 2025Q1: 1,040 shares; 2025Q2: 1,040 shares; 2025Q3: 1,040 shares; 2025Q4: 896 shares 896 $66.6K 0.01% -144 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: 13 shares; 2024Q4: 17 shares; 2025Q1: 158 shares; 2025Q2: 159 shares; 2025Q3: 157 shares; 2025Q4: 157 shares 157 $66.4K 0.01% 0 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,701 shares; 2024Q4: 1,737 shares; 2025Q1: 1,622 shares; 2025Q2: 1,744 shares; 2025Q3: 1,211 shares; 2025Q4: 313 shares 313 $65K 0.01% -898 Timeline IDU 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: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares 600 $65K 0.01% 0 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: 1,795 shares; 2024Q4: 920 shares; 2025Q1: 920 shares; 2025Q2: 645 shares; 2025Q3: 645 shares; 2025Q4: 645 shares 645 $64.7K 0.01% 0 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: 822 shares; 2024Q4: 822 shares; 2025Q1: 228 shares; 2025Q2: 228 shares; 2025Q3: 224 shares; 2025Q4: 448 shares 448 $64.5K 0.01% +224 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: 570 shares; 2024Q4: 2,953 shares; 2025Q1: 2,919 shares; 2025Q2: 2,815 shares; 2025Q3: 2,620 shares; 2025Q4: 2,515 shares 2,515 $64.4K 0.01% -105 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,330 shares; 2024Q4: 1,330 shares; 2025Q1: 1,330 shares; 2025Q2: 1,342 shares; 2025Q3: 1,344 shares; 2025Q4: 1,344 shares 1,344 $64.2K 0.01% 0 Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 756 shares; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 750 shares 750 $64.2K 0.01% 0 Timeline FSTA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 954 shares; 2024Q4: 954 shares; 2025Q1: 954 shares; 2025Q2: 954 shares; 2025Q3: 954 shares; 2025Q4: 1,300 shares 1,300 $63.9K 0.01% +346 Timeline OPCH OPTION CARE HEALTH INC More: the full row for OPTION CARE HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $63.7K 0.01% 0 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 794 shares; 2024Q4: 794 shares; 2025Q1: 830 shares; 2025Q2: 804 shares; 2025Q3: 804 shares; 2025Q4: 804 shares 804 $63.7K 0.01% 0 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 950 shares; 2025Q1: 950 shares; 2025Q2: 850 shares; 2025Q3: 850 shares; 2025Q4: 850 shares 850 $63.6K 0.01% 0 Timeline