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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 220,699 shares; 2024Q1: 221,958 shares; 2024Q2: 234,609 shares; 2024Q3: 240,353 shares; 2024Q4: 240,499 shares; 2025Q1: 250,658 shares 250,658 $68.5M 4.61% +10,159 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,042,270 shares; 2024Q1: 1,046,767 shares; 2024Q2: 1,063,177 shares; 2024Q3: 1,062,129 shares; 2024Q4: 1,044,344 shares; 2025Q1: 1,091,092 shares 1,091,092 $68.2M 4.59% +46,748 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 88,524 shares; 2024Q1: 96,121 shares; 2024Q2: 100,639 shares; 2024Q3: 100,485 shares; 2024Q4: 102,097 shares; 2025Q1: 108,509 shares 108,509 $60.6M 4.08% +6,412 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 95,844 shares; 2024Q1: 94,751 shares; 2024Q2: 93,933 shares; 2024Q3: 93,470 shares; 2024Q4: 93,618 shares; 2025Q1: 93,365 shares 93,365 $35.4M 2.38% -253 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 364,541 shares; 2024Q1: 371,855 shares; 2024Q2: 373,451 shares; 2024Q3: 386,853 shares; 2024Q4: 392,089 shares; 2025Q1: 422,430 shares 422,430 $34.8M 2.35% +30,341 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 70,909 shares; 2024Q1: 69,871 shares; 2024Q2: 68,394 shares; 2024Q3: 66,399 shares; 2024Q4: 65,562 shares; 2025Q1: 65,438 shares 65,438 $34.4M 2.32% -124 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 149,060 shares; 2024Q1: 443,840 shares; 2024Q2: 409,282 shares; 2024Q3: 382,041 shares; 2024Q4: 380,865 shares; 2025Q1: 376,743 shares 376,743 $32.1M 2.16% -4,122 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 151,745 shares; 2024Q1: 149,912 shares; 2024Q2: 145,646 shares; 2024Q3: 143,857 shares; 2024Q4: 146,130 shares; 2025Q1: 143,583 shares 143,583 $31.3M 2.11% -2,547 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 150,230 shares; 2024Q1: 135,966 shares; 2024Q2: 128,401 shares; 2024Q3: 126,798 shares; 2024Q4: 126,941 shares; 2025Q1: 126,585 shares 126,585 $24.4M 1.64% -356 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 79,256 shares; 2024Q1: 77,233 shares; 2024Q2: 75,930 shares; 2024Q3: 73,800 shares; 2024Q4: 71,308 shares; 2025Q1: 66,730 shares 66,730 $24.1M 1.62% -4,578 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 298,964 shares; 2024Q1: 325,798 shares; 2024Q2: 340,037 shares; 2024Q3: 349,831 shares; 2024Q4: 363,734 shares; 2025Q1: 380,256 shares 380,256 $22.3M 1.5% +16,522 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 254,936 shares; 2024Q1: 250,452 shares; 2024Q2: 217,545 shares; 2024Q3: 213,624 shares; 2024Q4: 220,221 shares; 2025Q1: 218,914 shares 218,914 $22.1M 1.49% -1,307 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 207,516 shares; 2024Q1: 213,443 shares; 2024Q2: 242,085 shares; 2024Q3: 231,955 shares; 2024Q4: 239,596 shares; 2025Q1: 235,945 shares 235,945 $21.9M 1.47% -3,651 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 158,531 shares; 2024Q1: 148,227 shares; 2024Q2: 137,561 shares; 2024Q3: 135,400 shares; 2024Q4: 135,061 shares; 2025Q1: 134,498 shares 134,498 $21M 1.41% -563 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 17,453 shares; 2024Q1: 17,575 shares; 2024Q2: 177,790 shares; 2024Q3: 177,107 shares; 2024Q4: 178,149 shares; 2025Q1: 179,237 shares 179,237 $19.7M 1.32% +1,088 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 219,855 shares; 2024Q1: 209,664 shares; 2024Q2: 175,190 shares; 2024Q3: 171,410 shares; 2024Q4: 163,057 shares; 2025Q1: 172,930 shares 172,930 $18.3M 1.23% +9,873 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 32,015 shares; 2024Q1: 32,547 shares; 2024Q2: 32,011 shares; 2024Q3: 31,987 shares; 2024Q4: 32,735 shares; 2025Q1: 32,670 shares 32,670 $18.2M 1.22% -65 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 98,557 shares; 2024Q1: 97,414 shares; 2024Q2: 121,466 shares; 2024Q3: 120,026 shares; 2024Q4: 108,331 shares; 2025Q1: 109,420 shares 109,420 $17.9M 1.21% +1,089 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 89,591 shares; 2024Q1: 147,006 shares; 2024Q2: 147,958 shares; 2024Q3: 147,152 shares; 2024Q4: 146,682 shares; 2025Q1: 147,878 shares 147,878 $17.4M 1.17% +1,196 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 107,615 shares; 2024Q1: 106,809 shares; 2024Q2: 105,818 shares; 2024Q3: 104,778 shares; 2024Q4: 102,813 shares; 2025Q1: 102,445 shares 102,445 $17M 1.15% -368 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 134,463 shares; 2024Q1: 183,561 shares; 2024Q2: 182,088 shares; 2024Q3: 228,304 shares; 2024Q4: 225,976 shares; 2025Q1: 225,970 shares 225,970 $15.9M 1.07% -6 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 70,709 shares; 2024Q1: 69,012 shares; 2024Q2: 68,433 shares; 2024Q3: 66,530 shares; 2024Q4: 67,035 shares; 2025Q1: 60,171 shares 60,171 $14.6M 0.98% -6,864 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 151,615 shares; 2024Q1: 157,617 shares; 2024Q2: 148,784 shares; 2024Q3: 145,936 shares; 2024Q4: 187,275 shares; 2025Q1: 186,815 shares 186,815 $13.2M 0.89% -460 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 57,745 shares; 2024Q1: 56,050 shares; 2024Q2: 53,882 shares; 2024Q3: 53,248 shares; 2024Q4: 63,717 shares; 2025Q1: 67,232 shares 67,232 $12.9M 0.87% +3,515 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 54,020 shares; 2024Q1: 53,235 shares; 2024Q2: 52,175 shares; 2024Q3: 50,430 shares; 2024Q4: 50,260 shares; 2025Q1: 47,810 shares 47,810 $12.9M 0.87% -2,450 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 96,901 shares; 2024Q1: 80,686 shares; 2024Q2: 77,406 shares; 2024Q3: 74,801 shares; 2024Q4: 71,334 shares; 2025Q1: 68,755 shares 68,755 $12.8M 0.86% -2,579 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 26,016 shares; 2024Q1: 22,395 shares; 2024Q2: 19,898 shares; 2024Q3: 19,309 shares; 2024Q4: 18,997 shares; 2025Q1: 18,762 shares 18,762 $12.6M 0.85% -235 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 180,023 shares; 2024Q1: 178,447 shares; 2024Q2: 175,675 shares; 2024Q3: 172,560 shares; 2024Q4: 173,534 shares; 2025Q1: 172,291 shares 172,291 $12.5M 0.84% -1,243 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 117,687 shares; 2024Q1: 115,695 shares; 2024Q2: 102,667 shares; 2024Q3: 92,981 shares; 2024Q4: 92,995 shares; 2025Q1: 93,062 shares 93,062 $12.3M 0.83% +67 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 74,219 shares; 2024Q1: 73,336 shares; 2024Q2: 72,552 shares; 2024Q3: 72,576 shares; 2024Q4: 72,503 shares; 2025Q1: 71,882 shares 71,882 $12.1M 0.81% -621 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 207,207 shares; 2024Q1: 203,861 shares; 2024Q2: 200,401 shares; 2024Q3: 191,696 shares; 2024Q4: 195,510 shares; 2025Q1: 195,964 shares 195,964 $12M 0.81% +454 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 250,868 shares; 2024Q1: 248,751 shares; 2024Q2: 245,475 shares; 2024Q3: 239,843 shares; 2024Q4: 230,786 shares; 2025Q1: 188,707 shares 188,707 $11.5M 0.77% -42,079 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 144,454 shares; 2024Q1: 138,082 shares; 2024Q2: 137,460 shares; 2024Q3: 134,004 shares; 2024Q4: 131,548 shares; 2025Q1: 117,007 shares 117,007 $11.5M 0.77% -14,541 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 9,980 shares; 2024Q1: 9,699 shares; 2024Q2: 9,566 shares; 2024Q3: 92,766 shares; 2024Q4: 91,095 shares; 2025Q1: 67,304 shares 67,304 $11.4M 0.77% -23,791 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 26,358 shares; 2024Q1: 23,824 shares; 2024Q2: 23,388 shares; 2024Q3: 22,879 shares; 2024Q4: 22,411 shares; 2025Q1: 22,414 shares 22,414 $11.2M 0.75% +3 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 77,246 shares; 2024Q1: 86,380 shares; 2024Q2: 86,437 shares; 2024Q3: 85,203 shares; 2024Q4: 84,068 shares; 2025Q1: 71,620 shares 71,620 $11.1M 0.75% -12,448 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 193,894 shares; 2024Q1: 191,093 shares; 2024Q2: 184,413 shares; 2024Q3: 132,074 shares; 2024Q4: 129,716 shares; 2025Q1: 128,241 shares 128,241 $10.6M 0.71% -1,475 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 57,409 shares; 2024Q1: 59,833 shares; 2024Q2: 71,965 shares; 2024Q3: 87,862 shares; 2024Q4: 112,627 shares; 2025Q1: 122,832 shares 122,832 $10M 0.68% +10,205 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 62,690 shares; 2024Q1: 61,072 shares; 2024Q2: 55,001 shares; 2024Q3: 67,933 shares; 2024Q4: 73,199 shares; 2025Q1: 93,621 shares 93,621 $9.88M 0.66% +20,422 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 22,171 shares; 2024Q1: 21,945 shares; 2024Q2: 19,802 shares; 2024Q3: 19,366 shares; 2024Q4: 19,146 shares; 2025Q1: 18,473 shares 18,473 $9.83M 0.66% -673 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 25,623 shares; 2024Q1: 137,891 shares; 2024Q2: 155,639 shares; 2024Q3: 150,446 shares; 2024Q4: 151,791 shares; 2025Q1: 165,811 shares 165,811 $9.65M 0.65% +14,020 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 12,250 shares; 2024Q1: 11,851 shares; 2024Q2: 10,447 shares; 2024Q3: 10,328 shares; 2024Q4: 10,311 shares; 2025Q1: 10,237 shares 10,237 $9.52M 0.64% -74 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 178,512 shares; 2024Q1: 175,251 shares; 2024Q2: 178,929 shares; 2024Q3: 171,079 shares; 2024Q4: 163,581 shares; 2025Q1: 165,077 shares 165,077 $9.36M 0.63% +1,496 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 84,126 shares; 2024Q1: 81,616 shares; 2024Q2: 77,479 shares; 2024Q3: 72,440 shares; 2024Q4: 70,077 shares; 2025Q1: 69,806 shares 69,806 $8.9M 0.6% -271 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 102,439 shares; 2024Q1: 104,112 shares; 2024Q2: 108,351 shares; 2024Q3: 108,044 shares; 2024Q4: 107,378 shares; 2025Q1: 113,594 shares 113,594 $8.68M 0.58% +6,216 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 45,427 shares; 2024Q1: 44,766 shares; 2024Q2: 44,406 shares; 2024Q3: 42,919 shares; 2024Q4: 42,808 shares; 2025Q1: 28,038 shares 28,038 $8.61M 0.58% -14,770 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 60,085 shares; 2025Q1: 164,968 shares 164,968 $8.35M 0.56% +104,883 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 100,033 shares; 2024Q1: 103,592 shares; 2024Q2: 101,751 shares; 2024Q3: 99,577 shares; 2024Q4: 91,831 shares; 2025Q1: 94,884 shares 94,884 $8.31M 0.56% +3,053 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 136,298 shares; 2024Q1: 136,949 shares; 2024Q2: 134,593 shares; 2024Q3: 130,180 shares; 2024Q4: 126,856 shares; 2025Q1: 106,462 shares 106,462 $8.28M 0.56% -20,394 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 46,355 shares; 2024Q1: 54,331 shares; 2024Q2: 56,316 shares; 2024Q3: 67,897 shares; 2024Q4: 58,540 shares; 2025Q1: 74,555 shares 74,555 $8.18M 0.55% +16,015 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 60,385 shares; 2025Q1: 158,979 shares 158,979 $8.15M 0.55% +98,594 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 80,452 shares; 2024Q1: 78,477 shares; 2024Q2: 76,879 shares; 2024Q3: 74,836 shares; 2024Q4: 73,416 shares; 2025Q1: 72,976 shares 72,976 $8.03M 0.54% -440 Timeline UYLD ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 53,344 shares; 2025Q1: 155,189 shares 155,189 $7.97M 0.54% +101,845 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 97,463 shares; 2024Q1: 96,017 shares; 2024Q2: 86,546 shares; 2024Q3: 85,813 shares; 2024Q4: 86,947 shares; 2025Q1: 88,719 shares 88,719 $7.92M 0.53% +1,772 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 73,576 shares; 2024Q1: 71,696 shares; 2024Q2: 71,999 shares; 2024Q3: 71,434 shares; 2024Q4: 71,113 shares; 2025Q1: 71,441 shares 71,441 $7.76M 0.52% +328 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 32,707 shares; 2024Q1: 33,195 shares; 2024Q2: 33,210 shares; 2024Q3: 32,189 shares; 2024Q4: 31,809 shares; 2025Q1: 31,843 shares 31,843 $7.7M 0.52% +34 Timeline FHI FEDERATED HERMES INC More: the full row for FEDERATED HERMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 213,291 shares; 2024Q1: 217,408 shares; 2024Q2: 209,301 shares; 2024Q3: 205,313 shares; 2024Q4: 177,325 shares; 2025Q1: 177,749 shares 177,749 $7.23M 0.49% +424 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 9 shares; 2024Q1: 9 shares; 2024Q2: 9 shares; 2024Q3: 9 shares; 2024Q4: 9 shares; 2025Q1: 9 shares 9 $7.11M 0.48% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 64,476 shares; 2024Q1: 63,238 shares; 2024Q2: 62,559 shares; 2024Q3: 61,132 shares; 2024Q4: 61,107 shares; 2025Q1: 60,947 shares 60,947 $6.86M 0.46% -160 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 138,226 shares; 2024Q1: 107,160 shares; 2024Q2: 98,925 shares; 2024Q3: 90,482 shares; 2024Q4: 87,684 shares; 2025Q1: 81,894 shares 81,894 $6.46M 0.44% -5,790 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 60,445 shares; 2024Q1: 103,871 shares; 2024Q2: 114,833 shares; 2024Q3: 112,613 shares; 2024Q4: 109,461 shares; 2025Q1: 109,822 shares 109,822 $6.22M 0.42% +361 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 52,274 shares; 2024Q1: 51,747 shares; 2024Q2: 58,455 shares; 2024Q3: 56,535 shares; 2024Q4: 53,976 shares; 2025Q1: 59,769 shares 59,769 $6.19M 0.42% +5,793 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 26,727 shares; 2024Q1: 25,797 shares; 2024Q2: 22,851 shares; 2024Q3: 22,213 shares; 2024Q4: 22,244 shares; 2025Q1: 22,148 shares 22,148 $6.07M 0.41% -96 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 72,212 shares; 2024Q1: 66,103 shares; 2024Q2: 65,041 shares; 2024Q3: 63,277 shares; 2024Q4: 60,365 shares; 2025Q1: 59,544 shares 59,544 $5.97M 0.4% -821 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 15,666 shares; 2024Q1: 15,439 shares; 2024Q2: 16,289 shares; 2024Q3: 16,532 shares; 2024Q4: 38,973 shares; 2025Q1: 57,184 shares 57,184 $5.9M 0.4% +18,211 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 140,994 shares; 2024Q3: 245,419 shares; 2024Q4: 245,093 shares; 2025Q1: 247,965 shares 247,965 $5.88M 0.4% +2,872 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 74,618 shares; 2024Q1: 79,544 shares; 2024Q2: 78,889 shares; 2024Q3: 78,287 shares; 2024Q4: 81,858 shares; 2025Q1: 83,507 shares 83,507 $5.8M 0.39% +1,649 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 27,207 shares; 2024Q1: 31,069 shares; 2024Q2: 46,426 shares; 2024Q3: 48,966 shares; 2024Q4: 57,770 shares; 2025Q1: 60,373 shares 60,373 $5.74M 0.39% +2,603 Timeline HR HEALTHCARE RLTY TR More: the full row for HEALTHCARE RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 222,594 shares; 2024Q1: 447,919 shares; 2024Q2: 349,716 shares; 2024Q3: 342,504 shares; 2024Q4: 338,227 shares; 2025Q1: 339,708 shares 339,708 $5.69M 0.38% +1,481 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 17,469 shares; 2024Q1: 17,367 shares; 2024Q2: 17,182 shares; 2024Q3: 17,086 shares; 2024Q4: 17,061 shares; 2025Q1: 17,246 shares 17,246 $5.69M 0.38% +185 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 11,905 shares; 2024Q1: 12,241 shares; 2024Q2: 12,045 shares; 2024Q3: 11,816 shares; 2024Q4: 16,461 shares; 2025Q1: 17,435 shares 17,435 $5.67M 0.38% +974 Timeline PB PROSPERITY BANCSHARES INC More: the full row for PROSPERITY BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 85,511 shares; 2024Q1: 84,767 shares; 2024Q2: 83,506 shares; 2024Q3: 80,970 shares; 2024Q4: 79,357 shares; 2025Q1: 79,247 shares 79,247 $5.59M 0.38% -110 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 47,883 shares; 2024Q1: 39,170 shares; 2024Q2: 38,139 shares; 2024Q3: 37,585 shares; 2024Q4: 37,524 shares; 2025Q1: 47,100 shares 47,100 $5.58M 0.38% +9,576 Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 64,560 shares; 2024Q1: 231,797 shares; 2024Q2: 184,263 shares; 2024Q3: 178,220 shares; 2024Q4: 176,019 shares; 2025Q1: 172,421 shares 172,421 $5.55M 0.37% -3,598 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 89,338 shares; 2024Q1: 76,618 shares; 2024Q2: 64,392 shares; 2024Q3: 50,687 shares; 2024Q4: 49,835 shares; 2025Q1: 49,277 shares 49,277 $5.53M 0.37% -558 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 14,969 shares; 2024Q1: 14,846 shares; 2024Q2: 14,897 shares; 2024Q3: 15,149 shares; 2024Q4: 15,119 shares; 2025Q1: 15,324 shares 15,324 $5.49M 0.37% +205 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 43,974 shares; 2024Q1: 53,195 shares; 2024Q2: 55,252 shares; 2024Q3: 54,054 shares; 2024Q4: 53,854 shares; 2025Q1: 230,757 shares 230,757 $5.39M 0.36% +176,903 SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 71,376 shares; 2024Q1: 68,576 shares; 2024Q2: 66,883 shares; 2024Q3: 64,074 shares; 2024Q4: 62,844 shares; 2025Q1: 62,716 shares 62,716 $5.18M 0.35% -128 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 30,550 shares; 2024Q1: 30,696 shares; 2024Q2: 30,735 shares; 2024Q3: 30,824 shares; 2024Q4: 29,955 shares; 2025Q1: 21,720 shares 21,720 $5.04M 0.34% -8,235 Timeline CATH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 80,950 shares; 2024Q1: 101,785 shares; 2024Q2: 96,015 shares; 2024Q3: 93,065 shares; 2024Q4: 83,825 shares; 2025Q1: 75,130 shares 75,130 $5.03M 0.34% -8,695 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 46,471 shares; 2024Q1: 46,664 shares; 2024Q2: 46,739 shares; 2024Q3: 46,281 shares; 2024Q4: 46,570 shares; 2025Q1: 48,215 shares 48,215 $5.01M 0.34% +1,645 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 14,875 shares; 2024Q1: 14,597 shares; 2024Q2: 14,596 shares; 2024Q3: 14,455 shares; 2024Q4: 14,436 shares; 2025Q1: 14,547 shares 14,547 $4.99M 0.34% +111 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 27,467 shares; 2024Q1: 27,992 shares; 2024Q2: 26,532 shares; 2024Q3: 26,712 shares; 2024Q4: 25,386 shares; 2025Q1: 24,786 shares 24,786 $4.97M 0.33% -600 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 81,481 shares; 2024Q1: 79,368 shares; 2024Q2: 75,086 shares; 2024Q3: 73,029 shares; 2024Q4: 83,612 shares; 2025Q1: 87,469 shares 87,469 $4.73M 0.32% +3,857 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,710 shares; 2024Q1: 8,445 shares; 2024Q2: 8,264 shares; 2024Q3: 8,172 shares; 2024Q4: 8,108 shares; 2025Q1: 8,181 shares 8,181 $4.72M 0.32% +73 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,550 shares; 2024Q1: 5,550 shares; 2024Q2: 5,550 shares; 2024Q3: 5,550 shares; 2024Q4: 45,499 shares; 2025Q1: 116,111 shares 116,111 $4.7M 0.32% +70,612 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 71,100 shares; 2024Q3: 75,906 shares; 2024Q4: 128,998 shares; 2025Q1: 136,729 shares 136,729 $4.61M 0.31% +7,731 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 43,149 shares; 2024Q1: 44,275 shares; 2024Q2: 44,301 shares; 2024Q3: 43,014 shares; 2024Q4: 44,032 shares; 2025Q1: 32,486 shares 32,486 $4.58M 0.31% -11,546 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 47,666 shares; 2024Q1: 54,146 shares; 2024Q2: 54,421 shares; 2024Q3: 54,326 shares; 2024Q4: 51,690 shares; 2025Q1: 51,690 shares 51,690 $4.37M 0.29% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 222,741 shares; 2024Q1: 218,095 shares; 2024Q2: 218,776 shares; 2024Q3: 221,460 shares; 2024Q4: 226,579 shares; 2025Q1: 224,175 shares 224,175 $4.37M 0.29% -2,404 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 260,684 shares; 2024Q1: 255,255 shares; 2024Q2: 256,164 shares; 2024Q3: 259,290 shares; 2024Q4: 265,170 shares; 2025Q1: 261,887 shares 261,887 $4.35M 0.29% -3,283 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,891 shares; 2024Q1: 4,980 shares; 2024Q2: 5,047 shares; 2024Q3: 5,305 shares; 2024Q4: 5,129 shares; 2025Q1: 8,416 shares 8,416 $4.34M 0.29% +3,287 Timeline MTN VAIL RESORTS INC More: the full row for VAIL RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 12,572 shares; 2025Q1: 26,635 shares 26,635 $4.3M 0.29% +14,063 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 55,064 shares; 2024Q2: 55,681 shares; 2024Q3: 54,223 shares; 2024Q4: 89,291 shares; 2025Q1: 89,338 shares 89,338 $4.3M 0.29% +47 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 41,462 shares; 2024Q1: 78,755 shares; 2024Q2: 78,711 shares; 2024Q3: 77,174 shares; 2024Q4: 76,193 shares; 2025Q1: 75,472 shares 75,472 $4.26M 0.29% -721 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 50,736 shares; 2024Q1: 49,414 shares; 2024Q2: 49,107 shares; 2024Q3: 47,523 shares; 2024Q4: 46,603 shares; 2025Q1: 46,216 shares 46,216 $4.15M 0.28% -387 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 116,249 shares; 2024Q1: 108,334 shares; 2024Q2: 102,354 shares; 2024Q3: 89,853 shares; 2024Q4: 88,763 shares; 2025Q1: 93,938 shares 93,938 $4.11M 0.28% +5,175 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 11,190 shares; 2024Q1: 11,518 shares; 2024Q2: 13,037 shares; 2024Q3: 14,191 shares; 2024Q4: 14,964 shares; 2025Q1: 15,867 shares 15,867 $4.08M 0.27% +903 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 25,814 shares; 2024Q1: 25,344 shares; 2024Q2: 24,339 shares; 2024Q3: 25,941 shares; 2024Q4: 26,007 shares; 2025Q1: 26,067 shares 26,067 $4.02M 0.27% +60 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35,777 shares 35,777 $4.02M 0.27% new Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 72,928 shares; 2024Q4: 181,420 shares; 2025Q1: 188,484 shares 188,484 $3.94M 0.27% +7,064 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 22,795 shares; 2024Q3: 23,357 shares; 2024Q4: 22,268 shares; 2025Q1: 23,173 shares 23,173 $3.94M 0.27% +905 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 7,117 shares; 2024Q3: 13,343 shares; 2024Q4: 13,229 shares; 2025Q1: 13,162 shares 13,162 $3.86M 0.26% -67 Timeline MANAGED PORTFOLIO SERIES MANAGED PORTFOLIO SERIES More: the full row for MANAGED PORTFOLIO SERIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 119,227 shares; 2024Q1: 113,234 shares; 2024Q2: 112,053 shares; 2024Q3: 109,048 shares; 2024Q4: 106,858 shares; 2025Q1: 104,952 shares 104,952 $3.81M 0.26% -1,906 J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 32,751 shares; 2024Q1: 32,070 shares; 2024Q2: 31,882 shares; 2024Q3: 31,111 shares; 2024Q4: 30,685 shares; 2025Q1: 30,646 shares 30,646 $3.71M 0.25% -39 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 12,827 shares; 2024Q1: 12,547 shares; 2024Q2: 12,387 shares; 2024Q3: 12,142 shares; 2024Q4: 12,002 shares; 2025Q1: 11,721 shares 11,721 $3.7M 0.25% -281 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,436 shares; 2024Q1: 4,731 shares; 2024Q2: 4,703 shares; 2024Q3: 3,942 shares; 2024Q4: 3,938 shares; 2025Q1: 3,921 shares 3,921 $3.66M 0.25% -17 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,769 shares; 2024Q1: 6,664 shares; 2024Q2: 6,703 shares; 2024Q3: 6,636 shares; 2024Q4: 6,651 shares; 2025Q1: 6,655 shares 6,655 $3.6M 0.24% +4 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 59,492 shares; 2024Q1: 58,508 shares; 2024Q2: 55,303 shares; 2024Q3: 54,280 shares; 2024Q4: 47,972 shares; 2025Q1: 34,476 shares 34,476 $3.57M 0.24% -13,496 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 14,648 shares; 2024Q1: 13,913 shares; 2024Q2: 13,913 shares; 2024Q3: 14,024 shares; 2024Q4: 14,024 shares; 2025Q1: 13,742 shares 13,742 $3.51M 0.24% -282 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 27,337 shares; 2024Q1: 27,407 shares; 2024Q2: 27,407 shares; 2024Q3: 27,407 shares; 2024Q4: 27,407 shares; 2025Q1: 24,791 shares 24,791 $3.49M 0.23% -2,616 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 55,451 shares; 2024Q1: 52,840 shares; 2024Q2: 50,656 shares; 2024Q3: 48,372 shares; 2024Q4: 47,492 shares; 2025Q1: 46,469 shares 46,469 $3.44M 0.23% -1,023 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 140,774 shares; 2024Q1: 136,861 shares; 2024Q2: 109,447 shares; 2024Q3: 104,609 shares; 2024Q4: 102,192 shares; 2025Q1: 101,143 shares 101,143 $3.4M 0.23% -1,049 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 145,582 shares; 2024Q2: 355,138 shares; 2024Q3: 334,048 shares; 2024Q4: 326,095 shares; 2025Q1: 325,884 shares 325,884 $3.38M 0.23% -211 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 32,246 shares; 2024Q1: 29,093 shares; 2024Q2: 29,293 shares; 2024Q3: 29,518 shares; 2024Q4: 28,223 shares; 2025Q1: 28,421 shares 28,421 $3.34M 0.23% +198 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 49,341 shares; 2024Q1: 48,403 shares; 2024Q2: 45,829 shares; 2024Q3: 44,873 shares; 2024Q4: 46,975 shares; 2025Q1: 47,013 shares 47,013 $3.31M 0.22% +38 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 23,430 shares; 2024Q1: 22,396 shares; 2024Q2: 21,873 shares; 2024Q3: 22,253 shares; 2024Q4: 22,034 shares; 2025Q1: 21,644 shares 21,644 $3.23M 0.22% -390 Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 18,309 shares; 2024Q2: 26,643 shares; 2024Q3: 25,975 shares; 2024Q4: 26,108 shares; 2025Q1: 26,200 shares 26,200 $3.2M 0.22% +92 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 125,569 shares; 2024Q1: 133,738 shares; 2024Q2: 136,517 shares; 2024Q3: 137,279 shares; 2024Q4: 139,452 shares; 2025Q1: 137,053 shares 137,053 $3.14M 0.21% -2,399 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 9,852 shares; 2024Q1: 9,623 shares; 2024Q2: 9,866 shares; 2024Q3: 9,948 shares; 2024Q4: 9,877 shares; 2025Q1: 9,899 shares 9,899 $3.04M 0.2% +22 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 23,341 shares; 2024Q1: 22,559 shares; 2024Q2: 22,012 shares; 2024Q3: 22,481 shares; 2024Q4: 22,518 shares; 2025Q1: 22,728 shares 22,728 $2.97M 0.2% +210 Timeline XNTK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 18,116 shares; 2024Q1: 17,572 shares; 2024Q2: 17,523 shares; 2024Q3: 16,158 shares; 2024Q4: 15,561 shares; 2025Q1: 15,435 shares 15,435 $2.97M 0.2% -126 Timeline ELAN ELANCO ANIMAL HEALTH INC More: the full row for ELANCO ANIMAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 134,437 shares; 2024Q4: 132,073 shares; 2025Q1: 280,716 shares 280,716 $2.92M 0.2% +148,643 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 76,816 shares; 2024Q1: 73,419 shares; 2024Q2: 72,346 shares; 2024Q3: 67,631 shares; 2024Q4: 70,102 shares; 2025Q1: 69,619 shares 69,619 $2.87M 0.19% -483 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,981 shares; 2025Q1: 2,976 shares 2,976 $2.82M 0.19% -5 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,131 shares; 2024Q1: 7,229 shares; 2024Q2: 10,330 shares; 2024Q3: 10,016 shares; 2024Q4: 10,044 shares; 2025Q1: 10,471 shares 10,471 $2.76M 0.19% +427 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,886 shares; 2024Q1: 2,811 shares; 2024Q2: 2,811 shares; 2024Q3: 2,658 shares; 2024Q4: 3,378 shares; 2025Q1: 3,331 shares 3,331 $2.74M 0.18% -47 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 142,267 shares; 2024Q1: 137,937 shares; 2024Q2: 107,418 shares; 2024Q3: 105,639 shares; 2024Q4: 97,161 shares; 2025Q1: 91,486 shares 91,486 $2.31M 0.16% -5,675 Timeline MBLY MOBILEYE GLOBAL INC More: the full row for MOBILEYE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 41,079 shares; 2024Q2: 120,679 shares; 2024Q3: 288,867 shares; 2024Q4: 153,279 shares; 2025Q1: 150,121 shares 150,121 $2.27M 0.15% -3,158 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 10,188 shares; 2024Q1: 9,538 shares; 2024Q2: 10,070 shares; 2024Q3: 10,890 shares; 2024Q4: 11,072 shares; 2025Q1: 10,982 shares 10,982 $2.25M 0.15% -90 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 35,025 shares; 2024Q1: 35,021 shares; 2024Q2: 34,979 shares; 2024Q3: 34,979 shares; 2024Q4: 36,584 shares; 2025Q1: 36,577 shares 36,577 $2.25M 0.15% -7 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 23,002 shares; 2024Q1: 50,879 shares; 2024Q2: 79,986 shares; 2024Q3: 79,842 shares; 2024Q4: 73,080 shares; 2025Q1: 35,558 shares 35,558 $2.25M 0.15% -37,522 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,510 shares; 2024Q1: 6,352 shares; 2024Q2: 6,692 shares; 2024Q3: 6,613 shares; 2024Q4: 6,056 shares; 2025Q1: 6,074 shares 6,074 $2.21M 0.15% +18 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 60,383 shares; 2024Q1: 58,308 shares; 2024Q2: 51,433 shares; 2024Q3: 51,396 shares; 2024Q4: 46,121 shares; 2025Q1: 44,426 shares 44,426 $2.2M 0.15% -1,695 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,416 shares 25,416 $2.19M 0.15% new Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 21,554 shares; 2024Q1: 21,501 shares; 2024Q2: 22,965 shares; 2024Q3: 22,185 shares; 2024Q4: 22,186 shares; 2025Q1: 22,381 shares 22,381 $2.19M 0.15% +195 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 20,793 shares; 2024Q1: 19,928 shares; 2024Q2: 18,000 shares; 2024Q3: 18,086 shares; 2024Q4: 17,187 shares; 2025Q1: 14,387 shares 14,387 $2.18M 0.15% -2,800 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 44,319 shares; 2024Q1: 34,652 shares; 2024Q2: 31,747 shares; 2024Q3: 31,780 shares; 2024Q4: 31,258 shares; 2025Q1: 26,737 shares 26,737 $2.17M 0.15% -4,521 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,585 shares; 2024Q1: 3,808 shares; 2024Q2: 3,872 shares; 2024Q3: 3,845 shares; 2024Q4: 4,640 shares; 2025Q1: 4,690 shares 4,690 $2.15M 0.14% +50 Timeline IBTK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 106,667 shares; 2024Q1: 104,463 shares; 2024Q2: 104,891 shares; 2024Q3: 106,326 shares; 2024Q4: 108,917 shares; 2025Q1: 107,628 shares 107,628 $2.11M 0.14% -1,289 Timeline IBTL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 101,916 shares; 2024Q1: 99,779 shares; 2024Q2: 100,166 shares; 2024Q3: 101,519 shares; 2024Q4: 104,025 shares; 2025Q1: 102,781 shares 102,781 $2.08M 0.14% -1,244 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 20,500 shares; 2024Q1: 20,500 shares; 2024Q2: 42,784 shares; 2024Q3: 51,942 shares; 2024Q4: 106,163 shares; 2025Q1: 104,365 shares 104,365 $2.08M 0.14% -1,798 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 20,583 shares; 2024Q1: 20,497 shares; 2024Q2: 20,665 shares; 2024Q3: 20,548 shares; 2024Q4: 20,673 shares; 2025Q1: 20,298 shares 20,298 $2.08M 0.14% -375 Timeline IBTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 90,598 shares; 2024Q1: 88,701 shares; 2024Q2: 89,048 shares; 2024Q3: 90,251 shares; 2024Q4: 92,473 shares; 2025Q1: 90,900 shares 90,900 $2.07M 0.14% -1,573 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 102,845 shares; 2024Q1: 104,091 shares; 2024Q2: 101,876 shares; 2024Q3: 10,599 shares; 2024Q4: 8,017 shares; 2025Q1: 60,085 shares 60,085 $2.06M 0.14% +52,068 Timeline JAVA 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,450 shares; 2024Q1: 14,030 shares; 2024Q2: 15,496 shares; 2024Q3: 19,620 shares; 2024Q4: 27,451 shares; 2025Q1: 32,490 shares 32,490 $2.05M 0.14% +5,039 Timeline GSEW 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,590 shares; 2024Q1: 8,584 shares; 2024Q2: 8,560 shares; 2024Q3: 9,839 shares; 2024Q4: 11,416 shares; 2025Q1: 26,496 shares 26,496 $2M 0.13% +15,080 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,016 shares; 2024Q1: 3,969 shares; 2024Q2: 3,890 shares; 2024Q3: 4,342 shares; 2024Q4: 4,327 shares; 2025Q1: 4,446 shares 4,446 $1.96M 0.13% +119 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,240 shares; 2024Q1: 4,235 shares; 2024Q2: 4,757 shares; 2024Q3: 4,757 shares; 2024Q4: 4,554 shares; 2025Q1: 4,554 shares 4,554 $1.89M 0.13% 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,515 shares; 2024Q1: 3,577 shares; 2024Q2: 3,580 shares; 2024Q3: 3,580 shares; 2024Q4: 3,623 shares; 2025Q1: 3,671 shares 3,671 $1.88M 0.13% +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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 43,614 shares; 2024Q4: 43,329 shares; 2025Q1: 43,553 shares 43,553 $1.82M 0.12% +224 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,816 shares; 2025Q1: 4,838 shares 4,838 $1.74M 0.12% +22 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 31,428 shares; 2024Q1: 30,768 shares; 2024Q2: 27,843 shares; 2024Q3: 23,023 shares; 2024Q4: 24,264 shares; 2025Q1: 21,990 shares 21,990 $1.72M 0.12% -2,274 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,521 shares; 2024Q1: 5,581 shares; 2024Q2: 5,700 shares; 2024Q3: 5,805 shares; 2024Q4: 5,711 shares; 2025Q1: 5,676 shares 5,676 $1.71M 0.11% -35 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 15,115 shares; 2024Q1: 15,085 shares; 2024Q2: 21,653 shares; 2024Q3: 21,058 shares; 2024Q4: 20,793 shares; 2025Q1: 20,838 shares 20,838 $1.7M 0.11% +45 Timeline AMTM AMENTUM HOLDINGS INC More: the full row for AMENTUM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 32,594 shares; 2025Q1: 93,752 shares 93,752 $1.69M 0.11% +61,158 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 26,646 shares; 2024Q1: 24,555 shares; 2024Q2: 23,314 shares; 2024Q3: 22,758 shares; 2024Q4: 21,772 shares; 2025Q1: 21,296 shares 21,296 $1.68M 0.11% -476 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,371 shares; 2024Q1: 6,908 shares; 2024Q2: 8,764 shares; 2024Q3: 9,771 shares; 2024Q4: 9,721 shares; 2025Q1: 9,726 shares 9,726 $1.67M 0.11% +5 Timeline SAIA SAIA INC More: the full row for SAIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,580 shares 4,580 $1.64M 0.11% new 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,376 shares 2,376 $1.6M 0.11% new 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 39,746 shares; 2024Q1: 38,662 shares; 2024Q2: 37,463 shares; 2024Q3: 35,200 shares; 2024Q4: 33,384 shares; 2025Q1: 32,556 shares 32,556 $1.6M 0.11% -828 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 154,507 shares 154,507 $1.6M 0.11% new Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,123 shares; 2024Q1: 7,183 shares; 2024Q2: 7,108 shares; 2024Q3: 7,136 shares; 2024Q4: 7,270 shares; 2025Q1: 7,596 shares 7,596 $1.57M 0.11% +326 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 34,026 shares; 2024Q1: 33,822 shares; 2024Q2: 32,012 shares; 2024Q3: 21,848 shares; 2024Q4: 21,926 shares; 2025Q1: 21,816 shares 21,816 $1.54M 0.1% -110 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,776 shares; 2024Q1: 3,761 shares; 2024Q2: 3,756 shares; 2024Q3: 3,301 shares; 2024Q4: 3,139 shares; 2025Q1: 3,285 shares 3,285 $1.54M 0.1% +146 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 47,480 shares; 2024Q1: 47,180 shares; 2024Q2: 46,480 shares; 2024Q3: 44,985 shares; 2024Q4: 44,799 shares; 2025Q1: 44,569 shares 44,569 $1.53M 0.1% -230 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 19,077 shares; 2024Q1: 18,939 shares; 2024Q2: 18,303 shares; 2024Q3: 17,146 shares; 2024Q4: 17,000 shares; 2025Q1: 15,654 shares 15,654 $1.52M 0.1% -1,346 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 20,983 shares; 2024Q1: 20,111 shares; 2024Q2: 19,050 shares; 2024Q3: 19,618 shares; 2024Q4: 19,618 shares; 2025Q1: 17,908 shares 17,908 $1.49M 0.1% -1,710 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 10,485 shares; 2024Q1: 10,485 shares; 2024Q2: 10,485 shares; 2024Q3: 10,485 shares; 2024Q4: 11,055 shares; 2025Q1: 10,735 shares 10,735 $1.48M 0.1% -320 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,453 shares; 2024Q1: 8,364 shares; 2024Q2: 8,330 shares; 2024Q3: 8,277 shares; 2024Q4: 8,283 shares; 2025Q1: 8,348 shares 8,348 $1.47M 0.1% +65 Timeline EWZ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 55,124 shares; 2025Q1: 56,365 shares 56,365 $1.46M 0.1% +1,241 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,177 shares; 2024Q1: 4,177 shares; 2024Q2: 4,147 shares; 2024Q3: 3,888 shares; 2024Q4: 3,888 shares; 2025Q1: 3,947 shares 3,947 $1.46M 0.1% +59 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 14,330 shares; 2024Q1: 9,806 shares; 2024Q2: 9,261 shares; 2024Q3: 8,976 shares; 2024Q4: 8,712 shares; 2025Q1: 8,422 shares 8,422 $1.46M 0.1% -290 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 44,165 shares; 2024Q1: 43,850 shares; 2024Q2: 42,995 shares; 2024Q3: 42,855 shares; 2024Q4: 42,790 shares; 2025Q1: 42,790 shares 42,790 $1.46M 0.1% 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 28,881 shares; 2024Q1: 26,920 shares; 2024Q2: 25,905 shares; 2024Q3: 24,753 shares; 2024Q4: 24,753 shares; 2025Q1: 24,870 shares 24,870 $1.45M 0.1% +117 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 15,499 shares; 2024Q1: 15,300 shares; 2024Q2: 15,375 shares; 2024Q3: 15,535 shares; 2024Q4: 16,350 shares; 2025Q1: 15,135 shares 15,135 $1.4M 0.09% -1,215 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,677 shares; 2024Q1: 9,143 shares; 2024Q2: 8,835 shares; 2024Q3: 8,320 shares; 2024Q4: 8,087 shares; 2025Q1: 8,137 shares 8,137 $1.36M 0.09% +50 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 10,860 shares; 2024Q1: 10,860 shares; 2024Q2: 16,308 shares; 2024Q3: 19,133 shares; 2024Q4: 19,148 shares; 2025Q1: 24,348 shares 24,348 $1.36M 0.09% +5,200 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,167 shares; 2024Q1: 7,080 shares; 2024Q2: 7,080 shares; 2024Q3: 7,080 shares; 2024Q4: 7,330 shares; 2025Q1: 6,880 shares 6,880 $1.36M 0.09% -450 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,089 shares; 2024Q1: 2,971 shares; 2024Q2: 3,031 shares; 2024Q3: 2,940 shares; 2024Q4: 2,713 shares; 2025Q1: 2,706 shares 2,706 $1.33M 0.09% -7 Timeline LMBS 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,983 shares 26,983 $1.33M 0.09% new Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,070 shares; 2024Q1: 3,083 shares; 2024Q2: 3,107 shares; 2024Q3: 3,127 shares; 2024Q4: 3,298 shares; 2025Q1: 3,338 shares 3,338 $1.29M 0.09% +40 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 77,536 shares; 2024Q1: 69,960 shares; 2024Q2: 54,432 shares; 2024Q3: 47,224 shares; 2024Q4: 47,224 shares; 2025Q1: 45,099 shares 45,099 $1.27M 0.09% -2,125 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,047 shares; 2024Q1: 4,942 shares; 2024Q2: 5,042 shares; 2024Q3: 4,778 shares; 2024Q4: 4,615 shares; 2025Q1: 4,648 shares 4,648 $1.25M 0.08% +33 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 11,640 shares; 2024Q1: 11,300 shares; 2024Q2: 11,300 shares; 2024Q3: 11,175 shares; 2024Q4: 10,790 shares; 2025Q1: 9,095 shares 9,095 $1.24M 0.08% -1,695 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,843 shares; 2024Q1: 4,813 shares; 2024Q2: 4,813 shares; 2024Q3: 4,813 shares; 2024Q4: 4,813 shares; 2025Q1: 4,815 shares 4,815 $1.22M 0.08% +2 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 12,817 shares; 2024Q1: 10,216 shares; 2024Q2: 10,216 shares; 2024Q3: 10,442 shares; 2024Q4: 8,417 shares; 2025Q1: 9,733 shares 9,733 $1.22M 0.08% +1,316 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 19,292 shares; 2024Q1: 18,622 shares; 2024Q2: 15,559 shares; 2024Q3: 15,034 shares; 2024Q4: 15,231 shares; 2025Q1: 15,074 shares 15,074 $1.18M 0.08% -157 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 13,415 shares; 2024Q1: 13,082 shares; 2024Q2: 12,837 shares; 2024Q3: 12,860 shares; 2024Q4: 12,845 shares; 2025Q1: 12,830 shares 12,830 $1.17M 0.08% -15 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,452 shares; 2024Q1: 3,413 shares; 2024Q2: 3,446 shares; 2024Q3: 3,720 shares; 2024Q4: 3,770 shares; 2025Q1: 3,797 shares 3,797 $1.16M 0.08% +27 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,913 shares; 2024Q1: 6,863 shares; 2024Q2: 4,813 shares; 2024Q3: 4,368 shares; 2024Q4: 4,608 shares; 2025Q1: 4,608 shares 4,608 $1.12M 0.08% 0 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 18,950 shares; 2024Q1: 18,715 shares; 2024Q2: 18,715 shares; 2024Q3: 18,715 shares; 2024Q4: 18,715 shares; 2025Q1: 18,715 shares 18,715 $1.11M 0.07% 0 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 43,175 shares; 2024Q1: 44,204 shares; 2024Q2: 24,013 shares; 2024Q3: 25,757 shares; 2024Q4: 28,504 shares; 2025Q1: 26,559 shares 26,559 $1.1M 0.07% -1,945 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,686 shares; 2024Q1: 5,729 shares; 2024Q2: 5,589 shares; 2024Q3: 5,519 shares; 2024Q4: 4,804 shares; 2025Q1: 4,713 shares 4,713 $1.09M 0.07% -91 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,564 shares; 2024Q1: 5,554 shares; 2024Q2: 6,132 shares; 2024Q3: 5,822 shares; 2024Q4: 5,663 shares; 2025Q1: 5,723 shares 5,723 $1.08M 0.07% +60 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,793 shares; 2024Q1: 4,913 shares; 2024Q2: 4,854 shares; 2024Q3: 4,811 shares; 2024Q4: 4,777 shares; 2025Q1: 5,136 shares 5,136 $1.08M 0.07% +359 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,972 shares; 2024Q1: 6,792 shares; 2024Q2: 6,637 shares; 2024Q3: 6,760 shares; 2024Q4: 6,930 shares; 2025Q1: 6,925 shares 6,925 $1.06M 0.07% -5 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,631 shares; 2024Q1: 4,631 shares; 2024Q2: 4,631 shares; 2024Q3: 4,626 shares; 2024Q4: 4,726 shares; 2025Q1: 4,626 shares 4,626 $1.05M 0.07% -100 Timeline KNF KNIFE RIVER CORP More: the full row for KNIFE RIVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 11,500 shares; 2024Q1: 11,500 shares; 2024Q2: 11,500 shares; 2024Q3: 11,500 shares; 2024Q4: 11,500 shares; 2025Q1: 11,500 shares 11,500 $1.03M 0.07% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,282 shares; 2024Q1: 6,282 shares; 2024Q2: 6,282 shares; 2024Q3: 5,937 shares; 2024Q4: 5,937 shares; 2025Q1: 5,987 shares 5,987 $1.02M 0.07% +50 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 52,396 shares; 2024Q1: 51,268 shares; 2024Q2: 23,365 shares; 2024Q3: 15,791 shares; 2024Q4: 10,657 shares; 2025Q1: 9,547 shares 9,547 $1.01M 0.07% -1,110 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 35,114 shares; 2024Q1: 35,114 shares; 2024Q2: 35,114 shares; 2024Q3: 35,114 shares; 2024Q4: 35,410 shares; 2025Q1: 34,284 shares 34,284 $998K 0.07% -1,126 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 12,817 shares; 2024Q1: 12,817 shares; 2024Q2: 12,963 shares; 2024Q3: 12,072 shares; 2024Q4: 12,072 shares; 2025Q1: 11,922 shares 11,922 $992K 0.07% -150 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 28,012 shares; 2024Q1: 25,424 shares; 2024Q2: 25,424 shares; 2024Q3: 23,167 shares; 2024Q4: 22,067 shares; 2025Q1: 21,734 shares 21,734 $990K 0.07% -333 Timeline HEDJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 25,040 shares; 2024Q1: 25,040 shares; 2024Q2: 25,040 shares; 2024Q3: 22,840 shares; 2024Q4: 20,440 shares; 2025Q1: 20,440 shares 20,440 $979K 0.07% 0 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 13,040 shares; 2024Q1: 56,596 shares; 2024Q2: 80,547 shares; 2024Q3: 73,227 shares; 2024Q4: 17,832 shares; 2025Q1: 19,127 shares 19,127 $969K 0.07% +1,295 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 15,781 shares; 2024Q1: 14,808 shares; 2024Q2: 13,842 shares; 2024Q3: 12,827 shares; 2024Q4: 12,585 shares; 2025Q1: 12,617 shares 12,617 $964K 0.06% +32 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 33,508 shares; 2024Q1: 16,040 shares; 2024Q2: 14,237 shares; 2024Q3: 13,328 shares; 2024Q4: 8,781 shares; 2025Q1: 9,016 shares 9,016 $932K 0.06% +235 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,450 shares; 2024Q1: 3,450 shares; 2024Q2: 3,450 shares; 2024Q3: 3,450 shares; 2024Q4: 3,450 shares; 2025Q1: 3,450 shares 3,450 $928K 0.06% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,643 shares; 2024Q1: 8,181 shares; 2024Q2: 8,181 shares; 2024Q3: 8,181 shares; 2024Q4: 7,901 shares; 2025Q1: 6,980 shares 6,980 $927K 0.06% -921 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 30,163 shares; 2024Q1: 21,320 shares; 2024Q2: 20,848 shares; 2024Q3: 20,533 shares; 2024Q4: 20,397 shares; 2025Q1: 19,165 shares 19,165 $917K 0.06% -1,232 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 16,417 shares; 2024Q1: 15,732 shares; 2024Q2: 15,732 shares; 2024Q3: 15,512 shares; 2024Q4: 15,397 shares; 2025Q1: 15,397 shares 15,397 $911K 0.06% 0 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,837 shares; 2024Q1: 8,044 shares; 2024Q2: 6,248 shares; 2024Q3: 5,676 shares; 2024Q4: 7,263 shares; 2025Q1: 7,621 shares 7,621 $899K 0.06% +358 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 18,752 shares; 2024Q1: 18,832 shares; 2024Q2: 17,832 shares; 2024Q3: 15,532 shares; 2024Q4: 15,744 shares; 2025Q1: 18,914 shares 18,914 $899K 0.06% +3,170 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 44,480 shares; 2024Q1: 12,565 shares; 2024Q2: 11,264 shares; 2024Q3: 10,018 shares; 2024Q4: 9,897 shares; 2025Q1: 7,267 shares 7,267 $885K 0.06% -2,630 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 12,471 shares; 2024Q1: 12,551 shares; 2024Q2: 12,719 shares; 2024Q3: 12,671 shares; 2024Q4: 12,603 shares; 2025Q1: 12,797 shares 12,797 $867K 0.06% +194 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,850 shares; 2024Q1: 1,850 shares; 2024Q2: 1,888 shares; 2024Q3: 1,850 shares; 2024Q4: 1,850 shares; 2025Q1: 1,850 shares 1,850 $861K 0.06% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 10,983 shares; 2024Q1: 10,983 shares; 2024Q2: 5,318 shares; 2024Q3: 5,318 shares; 2024Q4: 5,318 shares; 2025Q1: 5,318 shares 5,318 $846K 0.06% 0 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,437 shares; 2024Q1: 5,197 shares; 2024Q2: 5,032 shares; 2024Q3: 5,052 shares; 2024Q4: 5,077 shares; 2025Q1: 5,067 shares 5,067 $826K 0.06% -10 Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,646 shares; 2024Q1: 6,646 shares; 2024Q2: 6,646 shares; 2024Q3: 6,602 shares; 2024Q4: 6,602 shares; 2025Q1: 8,016 shares 8,016 $803K 0.05% +1,414 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,922 shares; 2024Q1: 5,912 shares; 2024Q2: 5,812 shares; 2024Q3: 5,767 shares; 2024Q4: 7,867 shares; 2025Q1: 5,547 shares 5,547 $802K 0.05% -2,320 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,956 shares; 2024Q1: 5,956 shares; 2024Q2: 5,956 shares; 2024Q3: 5,956 shares; 2024Q4: 5,956 shares; 2025Q1: 5,956 shares 5,956 $800K 0.05% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 29,382 shares; 2024Q1: 28,614 shares; 2024Q2: 19,879 shares; 2024Q3: 19,363 shares; 2024Q4: 19,364 shares; 2025Q1: 17,798 shares 17,798 $800K 0.05% -1,566 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 29,514 shares; 2024Q1: 25,287 shares; 2024Q2: 20,870 shares; 2024Q3: 21,183 shares; 2024Q4: 21,098 shares; 2025Q1: 21,598 shares 21,598 $791K 0.05% +500 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 10,586 shares; 2024Q1: 10,101 shares; 2024Q2: 9,301 shares; 2024Q3: 9,046 shares; 2024Q4: 8,716 shares; 2025Q1: 8,476 shares 8,476 $787K 0.05% -240 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,111 shares; 2024Q1: 6,221 shares; 2024Q2: 6,221 shares; 2024Q3: 5,856 shares; 2024Q4: 5,306 shares; 2025Q1: 5,306 shares 5,306 $786K 0.05% 0 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,897 shares; 2024Q1: 7,635 shares; 2024Q2: 7,635 shares; 2024Q3: 7,505 shares; 2024Q4: 7,455 shares; 2025Q1: 7,455 shares 7,455 $784K 0.05% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,277 shares; 2024Q1: 2,277 shares; 2024Q2: 2,277 shares; 2024Q3: 2,277 shares; 2024Q4: 2,277 shares; 2025Q1: 2,277 shares 2,277 $776K 0.05% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,415 shares; 2024Q1: 4,415 shares; 2024Q2: 3,740 shares; 2024Q3: 3,740 shares; 2024Q4: 2,910 shares; 2025Q1: 2,910 shares 2,910 $765K 0.05% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 166 shares; 2024Q1: 166 shares; 2024Q2: 161 shares; 2024Q3: 161 shares; 2024Q4: 161 shares; 2025Q1: 161 shares 161 $746K 0.05% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,818 shares; 2024Q1: 3,267 shares; 2024Q2: 3,157 shares; 2024Q3: 2,701 shares; 2024Q4: 2,642 shares; 2025Q1: 2,622 shares 2,622 $745K 0.05% -20 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 110,358 shares; 2024Q1: 108,382 shares; 2024Q2: 228,094 shares; 2024Q3: 93,939 shares; 2024Q4: 39,567 shares; 2025Q1: 32,352 shares 32,352 $735K 0.05% -7,215 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 951 shares; 2024Q1: 926 shares; 2024Q2: 896 shares; 2024Q3: 891 shares; 2024Q4: 886 shares; 2025Q1: 886 shares 886 $707K 0.05% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,269 shares; 2024Q1: 5,147 shares; 2024Q2: 5,147 shares; 2024Q3: 5,202 shares; 2024Q4: 5,974 shares; 2025Q1: 5,418 shares 5,418 $705K 0.05% -556 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 482 shares; 2024Q1: 482 shares; 2024Q2: 489 shares; 2024Q3: 489 shares; 2024Q4: 489 shares; 2025Q1: 489 shares 489 $689K 0.05% 0 Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 40,750 shares; 2024Q1: 40,750 shares; 2024Q2: 40,750 shares; 2024Q3: 40,750 shares; 2024Q4: 40,750 shares; 2025Q1: 40,750 shares 40,750 $678K 0.05% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 9,120 shares; 2024Q1: 7,745 shares; 2024Q2: 6,445 shares; 2024Q3: 6,445 shares; 2024Q4: 7,166 shares; 2025Q1: 9,179 shares 9,179 $673K 0.05% +2,013 Timeline VTWG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,335 shares 3,335 $628K 0.04% new 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,238 shares; 2024Q1: 1,238 shares; 2024Q2: 1,238 shares; 2024Q3: 1,238 shares; 2024Q4: 1,238 shares; 2025Q1: 1,238 shares 1,238 $622K 0.04% 0 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,531 shares; 2024Q1: 5,456 shares; 2024Q2: 5,166 shares; 2024Q3: 5,561 shares; 2024Q4: 4,806 shares; 2025Q1: 2,379 shares 2,379 $613K 0.04% -2,427 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 11,265 shares; 2024Q1: 11,265 shares; 2024Q2: 11,265 shares; 2024Q3: 11,265 shares; 2024Q4: 11,265 shares; 2025Q1: 11,265 shares 11,265 $609K 0.04% 0 Timeline EEFT EURONET WORLDWIDE INC More: the full row for EURONET WORLDWIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,475 shares; 2024Q1: 5,655 shares; 2024Q2: 5,655 shares; 2024Q3: 5,655 shares; 2024Q4: 5,655 shares; 2025Q1: 5,655 shares 5,655 $606K 0.04% 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 70,217 shares; 2024Q1: 67,358 shares; 2024Q2: 65,709 shares; 2024Q3: 62,294 shares; 2024Q4: 59,627 shares; 2025Q1: 9,605 shares 9,605 $586K 0.04% -50,022 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,007 shares; 2024Q1: 4,007 shares; 2024Q2: 4,007 shares; 2024Q3: 4,007 shares; 2024Q4: 4,007 shares; 2025Q1: 3,469 shares 3,469 $586K 0.04% -538 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,267 shares; 2024Q1: 6,208 shares; 2024Q2: 3,087 shares; 2024Q3: 3,087 shares; 2024Q4: 3,087 shares; 2025Q1: 3,087 shares 3,087 $573K 0.04% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,225 shares; 2024Q1: 1,180 shares; 2024Q2: 1,145 shares; 2024Q3: 1,470 shares; 2024Q4: 1,885 shares; 2025Q1: 1,885 shares 1,885 $559K 0.04% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,872 shares; 2024Q1: 2,054 shares; 2024Q2: 2,701 shares; 2024Q3: 2,701 shares; 2024Q4: 2,701 shares; 2025Q1: 2,737 shares 2,737 $547K 0.04% +36 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,158 shares; 2024Q1: 3,158 shares; 2024Q2: 3,158 shares; 2024Q3: 3,158 shares; 2024Q4: 3,158 shares; 2025Q1: 3,158 shares 3,158 $540K 0.04% 0 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,869 shares; 2024Q1: 8,869 shares; 2024Q2: 8,462 shares; 2024Q3: 8,462 shares; 2024Q4: 8,447 shares; 2025Q1: 8,479 shares 8,479 $537K 0.04% +32 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,100 shares; 2024Q1: 4,100 shares; 2024Q2: 4,100 shares; 2024Q3: 4,100 shares; 2024Q4: 3,700 shares; 2025Q1: 3,700 shares 3,700 $533K 0.04% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,100 shares; 2024Q1: 5,274 shares; 2024Q2: 4,954 shares; 2024Q3: 3,676 shares; 2024Q4: 3,676 shares; 2025Q1: 3,601 shares 3,601 $522K 0.04% -75 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,362 shares; 2024Q1: 8,177 shares; 2024Q2: 7,424 shares; 2024Q3: 5,905 shares; 2024Q4: 6,218 shares; 2025Q1: 5,265 shares 5,265 $520K 0.04% -953 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,259 shares; 2024Q1: 2,259 shares; 2024Q2: 2,259 shares; 2024Q3: 2,259 shares; 2024Q4: 2,259 shares; 2025Q1: 2,259 shares 2,259 $516K 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,168 shares; 2024Q1: 4,088 shares; 2024Q2: 4,063 shares; 2024Q3: 3,818 shares; 2024Q4: 3,603 shares; 2025Q1: 3,653 shares 3,653 $514K 0.03% +50 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,855 shares; 2024Q1: 2,760 shares; 2024Q2: 9,380 shares; 2024Q3: 9,250 shares; 2024Q4: 3,020 shares; 2025Q1: 2,945 shares 2,945 $510K 0.03% -75 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,490 shares; 2024Q1: 8,832 shares; 2024Q2: 8,580 shares; 2024Q3: 8,496 shares; 2024Q4: 8,539 shares; 2025Q1: 8,586 shares 8,586 $508K 0.03% +47 ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,334 shares; 2024Q1: 2,050 shares; 2024Q2: 2,113 shares; 2024Q3: 2,102 shares; 2024Q4: 1,985 shares; 2025Q1: 2,001 shares 2,001 $499K 0.03% +16 Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,086 shares; 2024Q1: 7,796 shares; 2024Q2: 9,166 shares; 2024Q3: 9,016 shares; 2024Q4: 7,376 shares; 2025Q1: 7,051 shares 7,051 $484K 0.03% -325 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 22,995 shares; 2024Q1: 22,993 shares; 2024Q2: 22,558 shares; 2024Q3: 10,655 shares; 2024Q4: 10,741 shares; 2025Q1: 10,501 shares 10,501 $476K 0.03% -240 Timeline CBZ CBIZ INC More: the full row for CBIZ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,613 shares; 2024Q1: 6,613 shares; 2024Q2: 6,294 shares; 2024Q3: 6,294 shares; 2024Q4: 6,294 shares; 2025Q1: 6,294 shares 6,294 $472K 0.03% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,973 shares; 2024Q1: 1,973 shares; 2024Q2: 1,658 shares; 2024Q3: 1,526 shares; 2024Q4: 1,526 shares; 2025Q1: 1,513 shares 1,513 $462K 0.03% -13 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,895 shares; 2024Q1: 3,875 shares; 2024Q2: 3,805 shares; 2024Q3: 3,805 shares; 2024Q4: 3,805 shares; 2025Q1: 3,805 shares 3,805 $454K 0.03% 0 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,322 shares; 2024Q1: 3,715 shares; 2024Q2: 3,715 shares; 2024Q3: 3,670 shares; 2024Q4: 3,581 shares; 2025Q1: 3,485 shares 3,485 $444K 0.03% -96 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 5,630 shares; 2024Q2: 9,131 shares; 2024Q3: 8,691 shares; 2024Q4: 11,025 shares; 2025Q1: 8,465 shares 8,465 $439K 0.03% -2,560 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 83,929 shares; 2024Q1: 22,018 shares; 2024Q2: 21,136 shares; 2024Q3: 21,136 shares; 2024Q4: 20,271 shares; 2025Q1: 19,162 shares 19,162 $430K 0.03% -1,109 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 7,391 shares; 2024Q3: 10,966 shares; 2024Q4: 13,551 shares; 2025Q1: 13,661 shares 13,661 $421K 0.03% +110 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 1,450 shares; 2024Q2: 1,450 shares; 2024Q3: 1,450 shares; 2024Q4: 2,012 shares; 2025Q1: 1,950 shares 1,950 $417K 0.03% -62 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 9,237 shares; 2024Q1: 9,207 shares; 2024Q2: 8,865 shares; 2024Q3: 8,459 shares; 2024Q4: 8,459 shares; 2025Q1: 8,459 shares 8,459 $412K 0.03% 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 11,358 shares; 2024Q1: 11,536 shares; 2024Q2: 11,993 shares; 2024Q3: 11,993 shares; 2024Q4: 11,993 shares; 2025Q1: 12,104 shares 12,104 $410K 0.03% +111 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,076 shares; 2024Q1: 5,000 shares; 2024Q2: 5,000 shares; 2024Q3: 5,000 shares; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares 15,000 $393K 0.03% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,550 shares; 2024Q1: 2,550 shares; 2024Q2: 2,550 shares; 2024Q3: 2,550 shares; 2024Q4: 2,550 shares; 2025Q1: 2,550 shares 2,550 $385K 0.03% 0 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 13,525 shares; 2024Q1: 12,030 shares; 2024Q2: 9,070 shares; 2024Q3: 8,759 shares; 2024Q4: 8,689 shares; 2025Q1: 7,331 shares 7,331 $384K 0.03% -1,358 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,377 shares; 2024Q1: 5,377 shares; 2024Q2: 5,107 shares; 2024Q3: 5,129 shares; 2024Q4: 5,117 shares; 2025Q1: 5,117 shares 5,117 $379K 0.03% 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 10,187 shares; 2025Q1: 10,187 shares 10,187 $369K 0.02% 0 Timeline VTWV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,740 shares 2,740 $365K 0.02% new 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,147 shares; 2024Q1: 1,107 shares; 2024Q2: 1,072 shares; 2024Q3: 1,074 shares; 2024Q4: 839 shares; 2025Q1: 839 shares 839 $362K 0.02% 0 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 14,322 shares; 2024Q1: 13,947 shares; 2024Q2: 13,702 shares; 2024Q3: 13,395 shares; 2024Q4: 12,630 shares; 2025Q1: 12,630 shares 12,630 $358K 0.02% 0 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,256 shares; 2024Q1: 5,256 shares; 2024Q2: 5,256 shares; 2024Q3: 5,256 shares; 2024Q4: 5,256 shares; 2025Q1: 5,256 shares 5,256 $355K 0.02% 0 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,915 shares; 2024Q1: 2,890 shares; 2024Q2: 2,890 shares; 2024Q3: 2,760 shares; 2024Q4: 2,595 shares; 2025Q1: 2,990 shares 2,990 $348K 0.02% +395 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 645 shares; 2024Q4: 580 shares; 2025Q1: 580 shares 580 $347K 0.02% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,645 shares; 2024Q1: 3,645 shares; 2024Q2: 3,556 shares; 2024Q3: 3,556 shares; 2024Q4: 2,953 shares; 2025Q1: 2,917 shares 2,917 $345K 0.02% -36 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 9,892 shares; 2024Q1: 9,892 shares; 2024Q2: 9,864 shares; 2024Q3: 8,590 shares; 2024Q4: 8,590 shares; 2025Q1: 8,280 shares 8,280 $333K 0.02% -310 Timeline TECK TECK RESOURCES LTD More: the full row for TECK RESOURCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 36,404 shares; 2024Q3: 45,654 shares; 2024Q4: 36,912 shares; 2025Q1: 8,808 shares 8,808 $330K 0.02% -28,104 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,670 shares; 2024Q1: 3,415 shares; 2024Q2: 3,322 shares; 2024Q3: 3,227 shares; 2024Q4: 3,227 shares; 2025Q1: 3,227 shares 3,227 $330K 0.02% 0 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,982 shares; 2024Q1: 3,672 shares; 2024Q2: 3,514 shares; 2024Q3: 3,519 shares; 2024Q4: 2,824 shares; 2025Q1: 2,942 shares 2,942 $326K 0.02% +118 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,200 shares; 2024Q1: 6,200 shares; 2024Q2: 6,200 shares; 2024Q3: 6,200 shares; 2024Q4: 6,200 shares; 2025Q1: 6,200 shares 6,200 $324K 0.02% 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,847 shares; 2024Q1: 6,790 shares; 2024Q2: 6,790 shares; 2024Q3: 7,540 shares; 2024Q4: 7,540 shares; 2025Q1: 7,440 shares 7,440 $314K 0.02% -100 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 13,146 shares; 2024Q1: 13,146 shares; 2024Q2: 13,146 shares; 2024Q3: 13,646 shares; 2024Q4: 13,646 shares; 2025Q1: 15,608 shares 15,608 $292K 0.02% +1,962 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,007 shares; 2024Q1: 1,437 shares; 2024Q2: 1,437 shares; 2024Q3: 1,416 shares; 2024Q4: 1,416 shares; 2025Q1: 1,416 shares 1,416 $291K 0.02% 0 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,011 shares; 2024Q1: 1,828 shares; 2024Q2: 1,828 shares; 2024Q3: 1,828 shares; 2024Q4: 1,828 shares; 2025Q1: 1,828 shares 1,828 $285K 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,150 shares; 2024Q1: 1,150 shares; 2024Q2: 1,150 shares; 2024Q3: 1,150 shares; 2024Q4: 1,150 shares; 2025Q1: 1,150 shares 1,150 $283K 0.02% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 4,740 shares; 2024Q2: 4,590 shares; 2024Q3: 4,590 shares; 2024Q4: 4,740 shares; 2025Q1: 4,740 shares 4,740 $276K 0.02% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,923 shares; 2024Q1: 4,923 shares; 2024Q2: 4,923 shares; 2024Q3: 4,612 shares; 2024Q4: 4,612 shares; 2025Q1: 4,612 shares 4,612 $273K 0.02% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 18,175 shares; 2024Q1: 17,610 shares; 2024Q2: 17,430 shares; 2024Q3: 15,355 shares; 2024Q4: 12,360 shares; 2025Q1: 12,460 shares 12,460 $267K 0.02% +100 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 36,514 shares; 2024Q1: 35,861 shares; 2024Q2: 36,469 shares; 2024Q3: 5,521 shares; 2024Q4: 5,091 shares; 2025Q1: 4,438 shares 4,438 $266K 0.02% -653 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 14,265 shares; 2024Q1: 13,819 shares; 2024Q2: 11,893 shares; 2024Q3: 10,646 shares; 2024Q4: 8,518 shares; 2025Q1: 7,965 shares 7,965 $265K 0.02% -553 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,128 shares 5,128 $263K 0.02% new Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 33,524 shares; 2024Q1: 26,883 shares; 2024Q2: 24,086 shares; 2024Q3: 18,219 shares; 2024Q4: 16,404 shares; 2025Q1: 15,679 shares 15,679 $261K 0.02% -725 Timeline FXL 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,930 shares; 2024Q1: 1,930 shares; 2024Q2: 1,930 shares; 2024Q3: 1,930 shares; 2024Q4: 1,930 shares; 2025Q1: 1,930 shares 1,930 $257K 0.02% 0 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 48,978 shares; 2024Q1: 14,828 shares; 2024Q2: 10,951 shares; 2024Q3: 3,712 shares; 2024Q4: 3,602 shares; 2025Q1: 3,197 shares 3,197 $257K 0.02% -405 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 804 shares; 2024Q4: 804 shares; 2025Q1: 822 shares 822 $249K 0.02% +18 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,700 shares; 2024Q1: 1,700 shares; 2024Q2: 1,700 shares; 2024Q3: 1,700 shares; 2024Q4: 1,700 shares; 2025Q1: 1,700 shares 1,700 $249K 0.02% 0 Timeline CQQQ 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,869 shares; 2024Q1: 7,344 shares; 2024Q2: 7,344 shares; 2024Q3: 6,536 shares; 2024Q4: 5,477 shares; 2025Q1: 5,474 shares 5,474 $244K 0.02% -3 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,004 shares; 2024Q1: 3,004 shares; 2024Q2: not reported; 2024Q3: 2,471 shares; 2024Q4: 2,471 shares; 2025Q1: 2,471 shares 2,471 $243K 0.02% 0 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,754 shares; 2024Q4: 3,754 shares; 2025Q1: 3,754 shares 3,754 $240K 0.02% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,150 shares; 2024Q4: 1,150 shares; 2025Q1: 1,150 shares 1,150 $237K 0.02% 0 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 11,419 shares; 2024Q1: 11,349 shares; 2024Q2: 11,084 shares; 2024Q3: 11,034 shares; 2024Q4: 3,554 shares; 2025Q1: 3,192 shares 3,192 $236K 0.02% -362 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 16,040 shares; 2024Q3: 15,600 shares; 2024Q4: 3,727 shares; 2025Q1: 986 shares 986 $227K 0.02% -2,741 Timeline RSPH 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,560 shares; 2024Q1: 7,560 shares; 2024Q2: 7,560 shares; 2024Q3: 7,500 shares; 2024Q4: 7,500 shares; 2025Q1: 7,500 shares 7,500 $222K 0.01% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 900 shares; 2024Q2: 900 shares; 2024Q3: 900 shares; 2024Q4: 900 shares; 2025Q1: 900 shares 900 $220K 0.01% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 2,692 shares; 2024Q2: 2,702 shares; 2024Q3: 2,702 shares; 2024Q4: 3,297 shares; 2025Q1: 2,702 shares 2,702 $217K 0.01% -595 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 785 shares; 2024Q2: 785 shares; 2024Q3: 780 shares; 2024Q4: 3,900 shares; 2025Q1: 3,900 shares 3,900 $209K 0.01% 0 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,770 shares 1,770 $205K 0.01% new 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 898 shares; 2024Q1: 898 shares; 2024Q2: 898 shares; 2024Q3: 898 shares; 2024Q4: 898 shares; 2025Q1: 898 shares 898 $204K 0.01% 0 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,317 shares 13,317 $136K 0.01% new Timeline CFFN CAPITOL FED FINL INC More: the full row for CAPITOL FED FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 19,395 shares; 2024Q1: 19,395 shares; 2024Q2: 19,395 shares; 2024Q3: 19,395 shares; 2024Q4: 14,915 shares; 2025Q1: 14,915 shares 14,915 $84.9K 0.01% 0 Timeline SLQT SELECTQUOTE INC More: the full row for SELECTQUOTE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 19,615 shares; 2024Q1: 19,615 shares; 2024Q2: 19,615 shares; 2024Q3: 19,615 shares; 2024Q4: 19,615 shares; 2025Q1: 19,615 shares 19,615 $66.7K <0.01% 0 Timeline ICAD INC ICAD INC More: the full row for ICAD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 12,300 shares; 2024Q1: 12,300 shares; 2024Q2: 12,300 shares; 2024Q3: 12,300 shares; 2024Q4: 12,300 shares; 2025Q1: 12,300 shares 12,300 $26.3K <0.01% 0 CTSO CYTOSORBENTS CORP More: the full row for CYTOSORBENTS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 15,225 shares; 2024Q1: 15,225 shares; 2024Q2: 15,225 shares; 2024Q3: 15,225 shares; 2024Q4: 15,225 shares; 2025Q1: 15,225 shares 15,225 $15.2K <0.01% 0 Timeline