IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,040,160 shares; 2024Q4: 1,028,505 shares; 2025Q1: 1,027,464 shares; 2025Q2: 1,019,483 shares; 2025Q3: 998,419 shares; 2025Q4: 969,285 shares 969,285 $119M 6.71% -29,134 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,297 shares; 2024Q4: 121,467 shares; 2025Q1: 124,718 shares; 2025Q2: 122,837 shares; 2025Q3: 120,761 shares; 2025Q4: 120,357 shares 120,357 $82.4M 4.63% -404 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 291,858 shares; 2024Q4: 277,885 shares; 2025Q1: 274,341 shares; 2025Q2: 269,167 shares; 2025Q3: 259,728 shares; 2025Q4: 248,120 shares 248,120 $67.5M 3.79% -11,608 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 292,011 shares; 2024Q4: 292,201 shares; 2025Q1: 297,613 shares; 2025Q2: 297,095 shares; 2025Q3: 295,100 shares; 2025Q4: 295,108 shares 295,108 $62.6M 3.51% +8 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 338,742 shares; 2024Q4: 410,414 shares; 2025Q1: 463,097 shares; 2025Q2: 495,785 shares; 2025Q3: 501,035 shares; 2025Q4: 515,922 shares 515,922 $55M 3.09% +14,887 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 387,260 shares; 2024Q4: 517,209 shares; 2025Q1: 610,727 shares; 2025Q2: 662,146 shares; 2025Q3: 690,706 shares; 2025Q4: 725,300 shares 725,300 $41.2M 2.31% +34,594 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,412 shares; 2024Q4: 80,679 shares; 2025Q1: 81,977 shares; 2025Q2: 81,502 shares; 2025Q3: 80,840 shares; 2025Q4: 78,068 shares 78,068 $37.8M 2.12% -2,772 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 348,681 shares; 2024Q4: 360,087 shares; 2025Q1: 453,027 shares; 2025Q2: 464,797 shares; 2025Q3: 469,409 shares; 2025Q4: 486,479 shares 486,479 $32.1M 1.8% +17,070 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 233,639 shares; 2024Q4: 237,137 shares; 2025Q1: 237,682 shares; 2025Q2: 239,173 shares; 2025Q3: 241,011 shares; 2025Q4: 243,878 shares 243,878 $32.1M 1.8% +2,867 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 257,724 shares; 2024Q4: 285,487 shares; 2025Q1: 286,054 shares; 2025Q2: 288,299 shares; 2025Q3: 290,485 shares; 2025Q4: 292,200 shares 292,200 $28.1M 1.58% +1,715 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,311 shares; 2024Q4: 142,169 shares; 2025Q1: 141,009 shares; 2025Q2: 143,156 shares; 2025Q3: 143,831 shares; 2025Q4: 144,791 shares 144,791 $27.7M 1.55% +960 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 258,070 shares; 2024Q4: 263,408 shares; 2025Q1: 267,693 shares; 2025Q2: 278,009 shares; 2025Q3: 280,629 shares; 2025Q4: 284,869 shares 284,869 $27.6M 1.55% +4,240 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,848 shares; 2024Q4: 146,287 shares; 2025Q1: 147,378 shares; 2025Q2: 149,080 shares; 2025Q3: 150,787 shares; 2025Q4: 151,988 shares 151,988 $27.5M 1.55% +1,201 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,606 shares; 2024Q4: 84,598 shares; 2025Q1: 84,645 shares; 2025Q2: 83,059 shares; 2025Q3: 80,946 shares; 2025Q4: 78,471 shares 78,471 $25.3M 1.42% -2,475 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 336,457 shares; 2024Q4: 281,016 shares; 2025Q1: 349,085 shares; 2025Q2: 424,303 shares; 2025Q3: 426,599 shares; 2025Q4: 522,686 shares 522,686 $24.6M 1.38% +96,087 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,293 shares; 2024Q4: 91,259 shares; 2025Q1: 94,190 shares; 2025Q2: 91,476 shares; 2025Q3: 87,892 shares; 2025Q4: 77,919 shares 77,919 $24.5M 1.37% -9,973 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 408,939 shares; 2024Q4: 430,554 shares; 2025Q1: 425,708 shares; 2025Q2: 421,918 shares; 2025Q3: 417,948 shares; 2025Q4: 434,135 shares 434,135 $21.3M 1.2% +16,187 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,195 shares; 2024Q4: 54,683 shares; 2025Q1: 161,727 shares; 2025Q2: 187,383 shares; 2025Q3: 200,272 shares; 2025Q4: 218,425 shares 218,425 $20.8M 1.17% +18,153 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 218,298 shares; 2024Q4: 220,626 shares; 2025Q1: 222,949 shares; 2025Q2: 229,670 shares; 2025Q3: 248,601 shares; 2025Q4: 247,289 shares 247,289 $20.7M 1.16% -1,312 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,779 shares; 2024Q4: 111,703 shares; 2025Q1: 149,670 shares; 2025Q2: 157,245 shares; 2025Q3: 162,320 shares; 2025Q4: 166,227 shares 166,227 $20M 1.12% +3,907 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193,907 shares; 2024Q4: 148,922 shares; 2025Q1: 151,962 shares; 2025Q2: 110,929 shares; 2025Q3: 91,200 shares; 2025Q4: 93,987 shares 93,987 $18M 1.01% +2,787 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,379 shares; 2024Q4: 35,636 shares; 2025Q1: 89,489 shares; 2025Q2: 139,058 shares; 2025Q3: 137,842 shares; 2025Q4: 143,056 shares 143,056 $17.1M 0.96% +5,214 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 227,431 shares; 2024Q4: 228,231 shares; 2025Q1: 231,862 shares; 2025Q2: 234,108 shares; 2025Q3: 233,489 shares; 2025Q4: 253,932 shares 253,932 $16.4M 0.92% +20,443 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,364 shares; 2024Q4: 109,002 shares; 2025Q1: 241,275 shares; 2025Q2: 271,050 shares; 2025Q3: 245,685 shares; 2025Q4: 172,755 shares 172,755 $15.5M 0.87% -72,930 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,631 shares; 2024Q4: 44,728 shares; 2025Q1: 45,338 shares; 2025Q2: 46,092 shares; 2025Q3: 46,915 shares; 2025Q4: 47,800 shares 47,800 $15.4M 0.87% +885 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,962 shares; 2024Q4: 138,309 shares; 2025Q1: 164,917 shares; 2025Q2: 174,646 shares; 2025Q3: 178,705 shares; 2025Q4: 191,734 shares 191,734 $13.9M 0.78% +13,029 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149,282 shares; 2024Q4: 258,695 shares; 2025Q1: 252,159 shares; 2025Q2: 262,411 shares; 2025Q3: 274,015 shares; 2025Q4: 293,858 shares 293,858 $13.5M 0.76% +19,843 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,426 shares; 2024Q4: 65,357 shares; 2025Q1: 65,990 shares; 2025Q2: 66,130 shares; 2025Q3: 65,436 shares; 2025Q4: 64,321 shares 64,321 $13.3M 0.75% -1,115 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,487 shares; 2024Q4: 39,014 shares; 2025Q1: 39,666 shares; 2025Q2: 39,686 shares; 2025Q3: 38,523 shares; 2025Q4: 35,969 shares 35,969 $12.6M 0.71% -2,554 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,864 shares; 2024Q4: 82,512 shares; 2025Q1: 184,998 shares; 2025Q2: 209,509 shares; 2025Q3: 212,913 shares; 2025Q4: 219,148 shares 219,148 $12.5M 0.7% +6,235 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,878 shares; 2024Q4: 50,084 shares; 2025Q1: 50,350 shares; 2025Q2: 50,467 shares; 2025Q3: 50,691 shares; 2025Q4: 50,874 shares 50,874 $12.5M 0.7% +183 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,116 shares; 2024Q4: 54,184 shares; 2025Q1: 54,302 shares; 2025Q2: 55,243 shares; 2025Q3: 53,793 shares; 2025Q4: 52,756 shares 52,756 $12.2M 0.68% -1,037 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,122 shares; 2024Q4: 62,573 shares; 2025Q1: 67,675 shares; 2025Q2: 66,733 shares; 2025Q3: 61,002 shares; 2025Q4: 60,809 shares 60,809 $11.9M 0.67% -193 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,072 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,704 shares; 2025Q3: 48,931 shares; 2025Q4: 134,939 shares 134,939 $11.1M 0.62% +86,008 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,132 shares; 2024Q4: 89,528 shares; 2025Q1: 91,350 shares; 2025Q2: 97,891 shares; 2025Q3: 98,860 shares; 2025Q4: 121,951 shares 121,951 $11M 0.62% +23,091 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 61,372 shares; 2025Q2: 72,805 shares; 2025Q3: 81,859 shares; 2025Q4: 89,798 shares 89,798 $10.9M 0.61% +7,939 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,503 shares; 2024Q4: 17,279 shares; 2025Q1: 16,031 shares; 2025Q2: 16,109 shares; 2025Q3: 16,039 shares; 2025Q4: 15,974 shares 15,974 $10.9M 0.61% -65 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 48,666 shares; 2025Q1: 141,352 shares; 2025Q2: 168,900 shares; 2025Q3: 185,001 shares; 2025Q4: 212,228 shares 212,228 $10.7M 0.6% +27,227 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 39,334 shares; 2025Q1: 81,301 shares; 2025Q2: 100,059 shares; 2025Q3: 71,651 shares; 2025Q4: 106,271 shares 106,271 $10.7M 0.6% +34,620 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,542 shares; 2024Q4: 98,272 shares; 2025Q1: 97,846 shares; 2025Q2: 101,739 shares; 2025Q3: 102,083 shares; 2025Q4: 102,731 shares 102,731 $10.5M 0.59% +648 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,777 shares; 2024Q4: 57,335 shares; 2025Q1: 57,431 shares; 2025Q2: 56,969 shares; 2025Q3: 56,742 shares; 2025Q4: 56,945 shares 56,945 $10.4M 0.59% +203 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,942 shares; 2024Q4: 72,685 shares; 2025Q1: 78,801 shares; 2025Q2: 83,991 shares; 2025Q3: 83,215 shares; 2025Q4: 87,610 shares 87,610 $9.98M 0.56% +4,395 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,452 shares; 2024Q4: 38,675 shares; 2025Q1: 38,718 shares; 2025Q2: 33,386 shares; 2025Q3: 33,975 shares; 2025Q4: 33,349 shares 33,349 $9.88M 0.55% -626 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,372 shares; 2024Q4: 138,362 shares; 2025Q1: 141,406 shares; 2025Q2: 168,603 shares; 2025Q3: 186,980 shares; 2025Q4: 179,249 shares 179,249 $9.86M 0.55% -7,731 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,960 shares; 2024Q4: 81,740 shares; 2025Q1: 83,303 shares; 2025Q2: 81,064 shares; 2025Q3: 80,148 shares; 2025Q4: 80,280 shares 80,280 $9.66M 0.54% +132 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,434 shares; 2024Q4: 147,915 shares; 2025Q1: 147,457 shares; 2025Q2: 147,790 shares; 2025Q3: 143,949 shares; 2025Q4: 125,160 shares 125,160 $9.64M 0.54% -18,789 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 208,329 shares; 2024Q4: 176,871 shares; 2025Q1: 188,177 shares; 2025Q2: 126,895 shares; 2025Q3: 124,508 shares; 2025Q4: 123,991 shares 123,991 $9.18M 0.52% -517 Timeline JSI JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32,522 shares; 2025Q1: 85,520 shares; 2025Q2: 99,055 shares; 2025Q3: 107,908 shares; 2025Q4: 166,741 shares 166,741 $8.68M 0.49% +58,833 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,922 shares; 2024Q4: 6,145 shares; 2025Q1: 53,941 shares; 2025Q2: 71,519 shares; 2025Q3: 78,024 shares; 2025Q4: 90,904 shares 90,904 $8.56M 0.48% +12,880 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,329 shares; 2024Q4: 142,343 shares; 2025Q1: 153,015 shares; 2025Q2: 152,819 shares; 2025Q3: 152,882 shares; 2025Q4: 156,049 shares 156,049 $8.39M 0.47% +3,167 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,088 shares; 2024Q4: 49,074 shares; 2025Q1: 84,796 shares; 2025Q2: 128,260 shares; 2025Q3: 127,893 shares; 2025Q4: 133,164 shares 133,164 $8.32M 0.47% +5,271 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,832 shares; 2024Q4: 17,567 shares; 2025Q1: 21,220 shares; 2025Q2: 21,884 shares; 2025Q3: 25,999 shares; 2025Q4: 26,192 shares 26,192 $8.2M 0.46% +193 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,673 shares; 2024Q4: 36,802 shares; 2025Q1: 37,223 shares; 2025Q2: 37,752 shares; 2025Q3: 37,907 shares; 2025Q4: 38,174 shares 38,174 $8.08M 0.45% +267 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,989 shares; 2024Q4: 61,770 shares; 2025Q1: 62,072 shares; 2025Q2: 53,129 shares; 2025Q3: 52,798 shares; 2025Q4: 51,223 shares 51,223 $7.81M 0.44% -1,575 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,403 shares; 2024Q4: 77,607 shares; 2025Q1: 79,398 shares; 2025Q2: 70,791 shares; 2025Q3: 70,434 shares; 2025Q4: 69,970 shares 69,970 $7.8M 0.44% -464 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,637 shares; 2024Q4: 59,757 shares; 2025Q1: 93,368 shares; 2025Q2: 115,994 shares; 2025Q3: 89,270 shares; 2025Q4: 177,726 shares 177,726 $7.59M 0.43% +88,456 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares 10 $7.55M 0.42% 0 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209,448 shares; 2024Q4: 223,700 shares; 2025Q1: 212,754 shares; 2025Q2: 226,869 shares; 2025Q3: 232,588 shares; 2025Q4: 249,887 shares 249,887 $7.55M 0.42% +17,299 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,970 shares; 2024Q4: 108,459 shares; 2025Q1: 106,832 shares; 2025Q2: 106,720 shares; 2025Q3: 104,780 shares; 2025Q4: 105,098 shares 105,098 $7.51M 0.42% +318 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,357 shares; 2024Q4: 18,913 shares; 2025Q1: 16,532 shares; 2025Q2: 13,231 shares; 2025Q3: 10,605 shares; 2025Q4: 11,803 shares 11,803 $7.4M 0.42% +1,198 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,869 shares; 2025Q1: 102,235 shares; 2025Q2: 91,623 shares; 2025Q3: 119,666 shares; 2025Q4: 131,332 shares 131,332 $7.33M 0.41% +11,666 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189,979 shares; 2024Q4: 158,334 shares; 2025Q1: 150,397 shares; 2025Q2: 152,302 shares; 2025Q3: 147,249 shares; 2025Q4: 143,456 shares 143,456 $7.3M 0.41% -3,793 Timeline ISCF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,872 shares; 2024Q4: 78,380 shares; 2025Q1: 153,404 shares; 2025Q2: 156,817 shares; 2025Q3: 165,538 shares; 2025Q4: 173,375 shares 173,375 $7.19M 0.4% +7,837 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 602,875 shares; 2024Q4: 478,788 shares; 2025Q1: 230,037 shares; 2025Q2: 277,388 shares; 2025Q3: 272,380 shares; 2025Q4: 284,012 shares 284,012 $7.13M 0.4% +11,632 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,923 shares; 2024Q4: 50,080 shares; 2025Q1: 50,764 shares; 2025Q2: 50,612 shares; 2025Q3: 49,461 shares; 2025Q4: 49,584 shares 49,584 $7.12M 0.4% +123 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,480 shares; 2024Q4: 18,468 shares; 2025Q1: 19,985 shares; 2025Q2: 19,770 shares; 2025Q3: 19,455 shares; 2025Q4: 19,095 shares 19,095 $7.06M 0.4% -360 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32,463 shares; 2025Q1: 77,166 shares; 2025Q2: 82,864 shares; 2025Q3: 87,139 shares; 2025Q4: 80,735 shares 80,735 $6.89M 0.39% -6,404 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,750 shares; 2024Q4: 17,513 shares; 2025Q1: 16,285 shares; 2025Q2: 16,186 shares; 2025Q3: 15,916 shares; 2025Q4: 16,006 shares 16,006 $6.82M 0.38% +90 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,421 shares; 2024Q4: 32,084 shares; 2025Q1: 33,704 shares; 2025Q2: 33,484 shares; 2025Q3: 32,891 shares; 2025Q4: 32,818 shares 32,818 $6.61M 0.37% -73 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,280 shares; 2024Q4: 59,061 shares; 2025Q1: 59,214 shares; 2025Q2: 59,859 shares; 2025Q3: 59,699 shares; 2025Q4: 56,482 shares 56,482 $6.59M 0.37% -3,217 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,374 shares; 2024Q4: 33,569 shares; 2025Q1: 80,315 shares; 2025Q2: 92,472 shares; 2025Q3: 94,976 shares; 2025Q4: 97,769 shares 97,769 $6.57M 0.37% +2,793 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 53,748 shares; 2025Q1: 174,679 shares; 2025Q2: 182,431 shares; 2025Q3: 175,882 shares; 2025Q4: 192,196 shares 192,196 $6.5M 0.36% +16,314 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,381 shares; 2024Q4: 14,242 shares; 2025Q1: 13,693 shares; 2025Q2: 13,507 shares; 2025Q3: 13,331 shares; 2025Q4: 13,375 shares 13,375 $6.47M 0.36% +44 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,760 shares; 2024Q4: 8,282 shares; 2025Q1: 8,462 shares; 2025Q2: 8,435 shares; 2025Q3: 8,420 shares; 2025Q4: 7,481 shares 7,481 $6.45M 0.36% -939 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,763 shares; 2024Q4: 10,055 shares; 2025Q1: 12,665 shares; 2025Q2: 12,680 shares; 2025Q3: 12,769 shares; 2025Q4: 11,967 shares 11,967 $6.01M 0.34% -802 Timeline TDTF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,657 shares; 2024Q4: 195,932 shares; 2025Q1: 204,207 shares; 2025Q2: 215,866 shares; 2025Q3: 223,556 shares; 2025Q4: 238,784 shares 238,784 $5.72M 0.32% +15,228 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,216 shares; 2024Q4: 67,025 shares; 2025Q1: 66,566 shares; 2025Q2: 58,142 shares; 2025Q3: 55,894 shares; 2025Q4: 54,358 shares 54,358 $5.72M 0.32% -1,536 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,076 shares; 2024Q4: 103,150 shares; 2025Q1: 79,135 shares; 2025Q2: 82,139 shares; 2025Q3: 72,478 shares; 2025Q4: 71,158 shares 71,158 $5.71M 0.32% -1,320 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 227,062 shares; 2024Q4: 229,859 shares; 2025Q1: 223,803 shares; 2025Q2: 222,101 shares; 2025Q3: 214,583 shares; 2025Q4: 184,530 shares 184,530 $5.67M 0.32% -30,053 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,493 shares; 2024Q4: 23,868 shares; 2025Q1: 23,435 shares; 2025Q2: 22,544 shares; 2025Q3: 22,542 shares; 2025Q4: 22,654 shares 22,654 $5.46M 0.31% +112 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,240 shares; 2024Q4: 34,487 shares; 2025Q1: 35,987 shares; 2025Q2: 35,987 shares; 2025Q3: 35,987 shares; 2025Q4: 35,474 shares 35,474 $5.45M 0.31% -513 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,512 shares; 2024Q4: 9,644 shares; 2025Q1: 9,418 shares; 2025Q2: 8,690 shares; 2025Q3: 8,845 shares; 2025Q4: 8,861 shares 8,861 $5.44M 0.31% +16 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,691 shares; 2024Q4: 51,945 shares; 2025Q1: 52,728 shares; 2025Q2: 53,420 shares; 2025Q3: 56,065 shares; 2025Q4: 57,696 shares 57,696 $5.42M 0.3% +1,631 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,069 shares; 2024Q4: 173,346 shares; 2025Q1: 176,234 shares; 2025Q2: 118,314 shares; 2025Q3: 120,873 shares; 2025Q4: 126,069 shares 126,069 $5.4M 0.3% +5,196 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,630 shares; 2024Q4: 36,834 shares; 2025Q1: 35,605 shares; 2025Q2: 35,397 shares; 2025Q3: 31,192 shares; 2025Q4: 28,753 shares 28,753 $5.36M 0.3% -2,439 Timeline DFE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,984 shares; 2024Q4: 112,918 shares; 2025Q1: 74,292 shares; 2025Q2: 73,507 shares; 2025Q3: 72,387 shares; 2025Q4: 74,166 shares 74,166 $5.33M 0.3% +1,779 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,313 shares; 2024Q4: 35,927 shares; 2025Q1: 38,863 shares; 2025Q2: 37,875 shares; 2025Q3: 37,168 shares; 2025Q4: 36,792 shares 36,792 $5.27M 0.3% -376 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,663 shares; 2024Q4: 46,064 shares; 2025Q1: 45,481 shares; 2025Q2: 47,316 shares; 2025Q3: 46,417 shares; 2025Q4: 46,212 shares 46,212 $5.26M 0.3% -205 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,637 shares; 2024Q4: 52,582 shares; 2025Q1: 52,282 shares; 2025Q2: 52,222 shares; 2025Q3: 51,718 shares; 2025Q4: 48,982 shares 48,982 $5.14M 0.29% -2,736 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,410 shares; 2024Q4: 53,667 shares; 2025Q1: 55,112 shares; 2025Q2: 45,102 shares; 2025Q3: 44,063 shares; 2025Q4: 44,332 shares 44,332 $5.04M 0.28% +269 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,546 shares; 2024Q4: 44,399 shares; 2025Q1: 37,078 shares; 2025Q2: 32,814 shares; 2025Q3: 31,873 shares; 2025Q4: 32,360 shares 32,360 $5.01M 0.28% +487 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,082 shares; 2024Q4: 4,820 shares; 2025Q1: 4,776 shares; 2025Q2: 4,770 shares; 2025Q3: 4,711 shares; 2025Q4: 4,657 shares 4,657 $5M 0.28% -54 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,344 shares; 2025Q1: 8,619 shares; 2025Q2: 8,957 shares; 2025Q3: 8,799 shares; 2025Q4: 8,371 shares 8,371 $4.78M 0.27% -428 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,276 shares; 2024Q4: 58,086 shares; 2025Q1: 77,927 shares; 2025Q2: 87,226 shares; 2025Q3: 93,081 shares; 2025Q4: 99,466 shares 99,466 $4.71M 0.26% +6,385 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,068 shares; 2024Q4: 17,696 shares; 2025Q1: 17,531 shares; 2025Q2: 17,626 shares; 2025Q3: 17,701 shares; 2025Q4: 17,829 shares 17,829 $4.6M 0.26% +128 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,854 shares; 2024Q4: 33,854 shares; 2025Q1: 33,854 shares; 2025Q2: 33,660 shares; 2025Q3: 33,614 shares; 2025Q4: 32,936 shares 32,936 $4.51M 0.25% -678 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,701 shares; 2024Q4: 12,578 shares; 2025Q1: 13,291 shares; 2025Q2: 13,215 shares; 2025Q3: 12,850 shares; 2025Q4: 12,651 shares 12,651 $4.35M 0.24% -199 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,537 shares; 2024Q4: 16,380 shares; 2025Q1: 15,860 shares; 2025Q2: 15,805 shares; 2025Q3: 13,293 shares; 2025Q4: 13,067 shares 13,067 $4.28M 0.24% -226 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,665 shares; 2024Q4: 17,390 shares; 2025Q1: 17,790 shares; 2025Q2: 17,880 shares; 2025Q3: 18,050 shares; 2025Q4: 19,550 shares 19,550 $4.24M 0.24% +1,500 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,963 shares; 2024Q4: 44,109 shares; 2025Q1: 43,056 shares; 2025Q2: 41,835 shares; 2025Q3: 46,246 shares; 2025Q4: 44,040 shares 44,040 $4.23M 0.24% -2,206 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,605 shares; 2024Q4: 45,108 shares; 2025Q1: 43,587 shares; 2025Q2: 42,746 shares; 2025Q3: 41,913 shares; 2025Q4: 41,709 shares 41,709 $4.17M 0.23% -204 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,796 shares; 2024Q4: 27,264 shares; 2025Q1: 28,403 shares; 2025Q2: 28,163 shares; 2025Q3: 28,035 shares; 2025Q4: 29,011 shares 29,011 $4.1M 0.23% +976 Timeline BKGI BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,107 shares; 2025Q1: 48,496 shares; 2025Q2: 69,735 shares; 2025Q3: 78,952 shares; 2025Q4: 100,807 shares 100,807 $4.07M 0.23% +21,855 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,245 shares; 2024Q4: 30,501 shares; 2025Q1: 30,454 shares; 2025Q2: 30,374 shares; 2025Q3: 32,395 shares; 2025Q4: 32,090 shares 32,090 $4.02M 0.23% -305 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,810 shares; 2024Q4: 6,716 shares; 2025Q1: 9,158 shares; 2025Q2: 9,271 shares; 2025Q3: 9,123 shares; 2025Q4: 8,435 shares 8,435 $3.99M 0.22% -688 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,451 shares; 2025Q1: 44,276 shares; 2025Q2: 52,918 shares; 2025Q3: 52,270 shares; 2025Q4: 47,643 shares 47,643 $3.87M 0.22% -4,627 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,102 shares; 2024Q4: 4,334 shares; 2025Q1: 4,262 shares; 2025Q2: 4,391 shares; 2025Q3: 6,801 shares; 2025Q4: 6,680 shares 6,680 $3.83M 0.21% -121 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,240 shares; 2025Q3: 5,982 shares; 2025Q4: 39,561 shares 39,561 $3.8M 0.21% +33,579 Timeline FISI FINANCIAL INSTITUTIONS INC More: the full row for FINANCIAL INSTITUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 350,239 shares; 2024Q4: 352,126 shares; 2025Q1: 352,584 shares; 2025Q2: 252,523 shares; 2025Q3: 133,008 shares; 2025Q4: 115,900 shares 115,900 $3.61M 0.2% -17,108 Timeline IFGL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,082 shares; 2024Q4: 122,464 shares; 2025Q1: 134,031 shares; 2025Q2: 135,411 shares; 2025Q3: 148,867 shares; 2025Q4: 156,286 shares 156,286 $3.61M 0.2% +7,419 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,031 shares; 2024Q4: 2,031 shares; 2025Q1: 4,859 shares; 2025Q2: 13,249 shares; 2025Q3: 12,807 shares; 2025Q4: 24,707 shares 24,707 $3.56M 0.2% +11,900 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,084 shares; 2024Q4: 63,555 shares; 2025Q1: 54,143 shares; 2025Q2: 52,489 shares; 2025Q3: 48,233 shares; 2025Q4: 44,601 shares 44,601 $3.56M 0.2% -3,632 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,793 shares; 2024Q4: 15,012 shares; 2025Q1: 15,142 shares; 2025Q2: 15,227 shares; 2025Q3: 15,227 shares; 2025Q4: 15,117 shares 15,117 $3.45M 0.19% -110 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,418 shares; 2024Q4: 32,280 shares; 2025Q1: 35,192 shares; 2025Q2: 35,651 shares; 2025Q3: 35,742 shares; 2025Q4: 35,797 shares 35,797 $3.45M 0.19% +55 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,566 shares; 2024Q4: 71,096 shares; 2025Q1: 72,631 shares; 2025Q2: 77,218 shares; 2025Q3: 81,131 shares; 2025Q4: 31,099 shares 31,099 $3.34M 0.19% -50,032 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,270 shares; 2024Q4: 12,995 shares; 2025Q1: 12,158 shares; 2025Q2: 12,265 shares; 2025Q3: 11,958 shares; 2025Q4: 12,586 shares 12,586 $3.33M 0.19% +628 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,010 shares; 2024Q4: 4,022 shares; 2025Q1: 4,046 shares; 2025Q2: 3,946 shares; 2025Q3: 3,810 shares; 2025Q4: 3,787 shares 3,787 $3.33M 0.19% -23 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,706 shares; 2025Q1: 23,083 shares; 2025Q2: 26,681 shares; 2025Q3: 29,128 shares; 2025Q4: 32,346 shares 32,346 $3.3M 0.19% +3,218 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,877 shares; 2024Q4: 32,531 shares; 2025Q1: 34,193 shares; 2025Q2: 21,506 shares; 2025Q3: 20,285 shares; 2025Q4: 21,185 shares 21,185 $3.29M 0.18% +900 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 48,025 shares 48,025 $3.14M 0.18% new Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,405 shares; 2024Q4: 20,914 shares; 2025Q1: 7,285 shares; 2025Q2: 5,400 shares; 2025Q3: 7,421 shares; 2025Q4: 5,394 shares 5,394 $3.13M 0.18% -2,027 Timeline TAYD TAYLOR DEVICES INC More: the full row for TAYLOR DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,000 shares; 2024Q4: 47,721 shares; 2025Q1: 48,221 shares; 2025Q2: 53,221 shares; 2025Q3: 53,221 shares; 2025Q4: 53,221 shares 53,221 $3.11M 0.17% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,932 shares; 2024Q4: 11,821 shares; 2025Q1: 11,265 shares; 2025Q2: 11,154 shares; 2025Q3: 11,197 shares; 2025Q4: 10,175 shares 10,175 $3.11M 0.17% -1,022 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,388 shares; 2024Q4: 30,020 shares; 2025Q1: 31,340 shares; 2025Q2: 30,689 shares; 2025Q3: 30,637 shares; 2025Q4: 33,378 shares 33,378 $2.91M 0.16% +2,741 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,595 shares; 2024Q4: 163,636 shares; 2025Q1: 121,413 shares; 2025Q2: 100,924 shares; 2025Q3: 98,133 shares; 2025Q4: 93,745 shares 93,745 $2.9M 0.16% -4,388 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,356 shares; 2024Q4: 9,882 shares; 2025Q1: 10,131 shares; 2025Q2: 10,021 shares; 2025Q3: 11,164 shares; 2025Q4: 11,100 shares 11,100 $2.9M 0.16% -64 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,652 shares; 2024Q4: 8,752 shares; 2025Q1: 14,010 shares; 2025Q2: 13,979 shares; 2025Q3: 13,824 shares; 2025Q4: 13,749 shares 13,749 $2.89M 0.16% -75 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,526 shares; 2025Q1: 28,023 shares; 2025Q2: 30,285 shares; 2025Q3: 30,604 shares; 2025Q4: 30,690 shares 30,690 $2.88M 0.16% +86 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,723 shares; 2024Q4: 22,384 shares; 2025Q1: 30,527 shares; 2025Q2: 30,368 shares; 2025Q3: 31,373 shares; 2025Q4: 30,245 shares 30,245 $2.88M 0.16% -1,128 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,137 shares; 2024Q4: 48,487 shares; 2025Q1: 48,251 shares; 2025Q2: 47,557 shares; 2025Q3: 47,304 shares; 2025Q4: 47,466 shares 47,466 $2.85M 0.16% +162 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,764 shares; 2024Q4: 83,868 shares; 2025Q1: 92,337 shares; 2025Q2: 83,011 shares; 2025Q3: 74,097 shares; 2025Q4: 74,256 shares 74,256 $2.74M 0.15% +159 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,362 shares; 2024Q4: 25,755 shares; 2025Q1: 25,793 shares; 2025Q2: 25,788 shares; 2025Q3: 25,608 shares; 2025Q4: 24,167 shares 24,167 $2.71M 0.15% -1,441 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,332 shares; 2024Q4: 26,230 shares; 2025Q1: 25,214 shares; 2025Q2: 25,674 shares; 2025Q3: 25,472 shares; 2025Q4: 23,980 shares 23,980 $2.71M 0.15% -1,492 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,389 shares; 2024Q4: 19,840 shares; 2025Q1: 18,928 shares; 2025Q2: 18,947 shares; 2025Q3: 29,074 shares; 2025Q4: 28,702 shares 28,702 $2.68M 0.15% -372 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,577 shares; 2024Q4: 14,864 shares; 2025Q1: 14,598 shares; 2025Q2: 14,436 shares; 2025Q3: 13,783 shares; 2025Q4: 13,934 shares 13,934 $2.67M 0.15% +151 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,952 shares; 2024Q4: 10,811 shares; 2025Q1: 10,870 shares; 2025Q2: 10,751 shares; 2025Q3: 11,353 shares; 2025Q4: 11,997 shares 11,997 $2.57M 0.14% +644 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 3,190 shares; 2025Q2: 3,190 shares; 2025Q3: 28,190 shares; 2025Q4: 28,766 shares 28,766 $2.55M 0.14% +576 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,105 shares; 2024Q4: 91,509 shares; 2025Q1: 91,212 shares; 2025Q2: 89,676 shares; 2025Q3: 89,466 shares; 2025Q4: 90,446 shares 90,446 $2.49M 0.14% +980 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,393 shares; 2024Q4: 30,903 shares; 2025Q1: 30,893 shares; 2025Q2: 30,899 shares; 2025Q3: 31,243 shares; 2025Q4: 28,197 shares 28,197 $2.47M 0.14% -3,046 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,617 shares; 2024Q4: 4,552 shares; 2025Q1: 4,603 shares; 2025Q2: 4,013 shares; 2025Q3: 4,010 shares; 2025Q4: 3,981 shares 3,981 $2.4M 0.13% -29 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,078 shares; 2024Q4: 4,279 shares; 2025Q1: 4,287 shares; 2025Q2: 4,258 shares; 2025Q3: 4,188 shares; 2025Q4: 4,124 shares 4,124 $2.35M 0.13% -64 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,729 shares; 2024Q4: 29,502 shares; 2025Q1: 31,609 shares; 2025Q2: 30,912 shares; 2025Q3: 30,671 shares; 2025Q4: 27,610 shares 27,610 $2.29M 0.13% -3,061 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,017 shares; 2024Q4: not reported; 2025Q1: 13,576 shares; 2025Q2: 12,880 shares; 2025Q3: 6,823 shares; 2025Q4: 13,127 shares 13,127 $2.28M 0.13% +6,304 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,182 shares; 2024Q4: 6,953 shares; 2025Q1: 7,329 shares; 2025Q2: 7,981 shares; 2025Q3: 7,554 shares; 2025Q4: 7,344 shares 7,344 $2.26M 0.13% -210 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,932 shares; 2024Q4: 13,925 shares; 2025Q1: 15,705 shares; 2025Q2: 15,202 shares; 2025Q3: 15,275 shares; 2025Q4: 14,571 shares 14,571 $2.25M 0.13% -704 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,503 shares; 2024Q4: 2,585 shares; 2025Q1: 2,825 shares; 2025Q2: 2,766 shares; 2025Q3: 3,160 shares; 2025Q4: 2,874 shares 2,874 $2.2M 0.12% -286 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,635 shares; 2024Q4: 8,047 shares; 2025Q1: 6,577 shares; 2025Q2: 5,684 shares; 2025Q3: 6,676 shares; 2025Q4: 6,543 shares 6,543 $2.19M 0.12% -133 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,576 shares; 2024Q4: 6,471 shares; 2025Q1: 6,432 shares; 2025Q2: 6,381 shares; 2025Q3: 6,374 shares; 2025Q4: 6,407 shares 6,407 $2.16M 0.12% +33 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,474 shares; 2024Q4: 8,117 shares; 2025Q1: 8,861 shares; 2025Q2: 8,825 shares; 2025Q3: 8,827 shares; 2025Q4: 8,884 shares 8,884 $2.15M 0.12% +57 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,622 shares; 2024Q4: 14,663 shares; 2025Q1: 14,443 shares; 2025Q2: 14,443 shares; 2025Q3: 14,372 shares; 2025Q4: 11,886 shares 11,886 $2.11M 0.12% -2,486 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,728 shares; 2024Q4: 7,158 shares; 2025Q1: 5,496 shares; 2025Q2: 6,486 shares; 2025Q3: 6,398 shares; 2025Q4: 6,069 shares 6,069 $2.1M 0.12% -329 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,149 shares; 2024Q4: 44,152 shares; 2025Q1: 44,075 shares; 2025Q2: 42,428 shares; 2025Q3: 40,079 shares; 2025Q4: 38,990 shares 38,990 $2.1M 0.12% -1,089 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,224 shares; 2024Q4: 13,960 shares; 2025Q1: 13,841 shares; 2025Q2: 13,541 shares; 2025Q3: 13,041 shares; 2025Q4: 13,041 shares 13,041 $2.09M 0.12% 0 Timeline ATEC ALPHATEC HLDGS INC More: the full row for ALPHATEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,000 shares; 2024Q4: 69,000 shares; 2025Q1: 69,000 shares; 2025Q2: 69,000 shares; 2025Q3: 69,000 shares; 2025Q4: 99,000 shares 99,000 $2.08M 0.12% +30,000 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,354 shares; 2024Q4: 6,123 shares; 2025Q1: 6,467 shares; 2025Q2: 6,562 shares; 2025Q3: 6,878 shares; 2025Q4: 7,057 shares 7,057 $2.05M 0.12% +179 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,660 shares; 2024Q4: 20,809 shares; 2025Q1: 20,874 shares; 2025Q2: 22,253 shares; 2025Q3: 25,091 shares; 2025Q4: 25,275 shares 25,275 $2.03M 0.11% +184 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,597 shares; 2024Q4: 15,404 shares; 2025Q1: 15,301 shares; 2025Q2: 17,099 shares; 2025Q3: 17,128 shares; 2025Q4: 17,186 shares 17,186 $2.01M 0.11% +58 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,046 shares; 2024Q4: 38,439 shares; 2025Q1: 39,909 shares; 2025Q2: 38,346 shares; 2025Q3: 37,248 shares; 2025Q4: 36,148 shares 36,148 $1.95M 0.11% -1,100 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,566 shares; 2024Q4: 22,566 shares; 2025Q1: 22,717 shares; 2025Q2: 22,625 shares; 2025Q3: 22,729 shares; 2025Q4: 23,017 shares 23,017 $1.95M 0.11% +288 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,641 shares; 2024Q4: 13,291 shares; 2025Q1: 13,291 shares; 2025Q2: 12,173 shares; 2025Q3: 12,108 shares; 2025Q4: 11,910 shares 11,910 $1.94M 0.11% -198 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,776 shares; 2024Q4: 16,860 shares; 2025Q1: 16,792 shares; 2025Q2: 16,569 shares; 2025Q3: 16,519 shares; 2025Q4: 16,650 shares 16,650 $1.92M 0.11% +131 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,441 shares; 2024Q4: 7,396 shares; 2025Q1: 7,423 shares; 2025Q2: 7,321 shares; 2025Q3: 7,325 shares; 2025Q4: 7,325 shares 7,325 $1.88M 0.11% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,530 shares; 2024Q4: 10,540 shares; 2025Q1: 10,490 shares; 2025Q2: 11,024 shares; 2025Q3: 10,294 shares; 2025Q4: 10,599 shares 10,599 $1.88M 0.11% +305 Timeline DWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,256 shares; 2024Q4: 26,256 shares; 2025Q1: 26,256 shares; 2025Q2: 26,652 shares; 2025Q3: 26,764 shares; 2025Q4: 26,803 shares 26,803 $1.84M 0.1% +39 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,789 shares; 2024Q4: 85,815 shares; 2025Q1: 84,362 shares; 2025Q2: 77,283 shares; 2025Q3: 77,756 shares; 2025Q4: 60,715 shares 60,715 $1.81M 0.1% -17,041 Timeline SRLN 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,779 shares; 2024Q4: 32,867 shares; 2025Q1: 32,926 shares; 2025Q2: 33,481 shares; 2025Q3: 33,221 shares; 2025Q4: 43,736 shares 43,736 $1.8M 0.1% +10,515 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,487 shares; 2024Q4: 9,143 shares; 2025Q1: 9,184 shares; 2025Q2: 9,053 shares; 2025Q3: 9,013 shares; 2025Q4: 9,274 shares 9,274 $1.8M 0.1% +261 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,415 shares; 2024Q4: 16,444 shares; 2025Q1: 16,596 shares; 2025Q2: 15,913 shares; 2025Q3: 15,853 shares; 2025Q4: 13,452 shares 13,452 $1.79M 0.1% -2,401 Timeline IEUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,386 shares; 2024Q4: 32,202 shares; 2025Q1: 25,388 shares; 2025Q2: 25,484 shares; 2025Q3: 25,634 shares; 2025Q4: 25,682 shares 25,682 $1.76M 0.1% +48 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,346 shares; 2024Q4: 27,172 shares; 2025Q1: 30,845 shares; 2025Q2: 30,474 shares; 2025Q3: 30,417 shares; 2025Q4: 29,845 shares 29,845 $1.75M 0.1% -572 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,011 shares; 2025Q3: 28,882 shares; 2025Q4: 28,720 shares 28,720 $1.74M 0.1% -162 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,996 shares; 2024Q4: 4,553 shares; 2025Q1: 4,511 shares; 2025Q2: 4,452 shares; 2025Q3: 4,387 shares; 2025Q4: 4,426 shares 4,426 $1.72M 0.1% +39 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,863 shares; 2024Q4: 111,049 shares; 2025Q1: 58,778 shares; 2025Q2: 53,226 shares; 2025Q3: 48,118 shares; 2025Q4: 32,337 shares 32,337 $1.71M 0.1% -15,781 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 66,340 shares 66,340 $1.65M 0.09% new Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,348 shares; 2024Q4: 10,348 shares; 2025Q1: 10,348 shares; 2025Q2: 11,902 shares; 2025Q3: 11,425 shares; 2025Q4: 11,452 shares 11,452 $1.62M 0.09% +27 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,378 shares; 2024Q4: 20,481 shares; 2025Q1: 19,828 shares; 2025Q2: 18,727 shares; 2025Q3: 17,720 shares; 2025Q4: 17,250 shares 17,250 $1.61M 0.09% -470 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,247 shares; 2024Q4: 26,354 shares; 2025Q1: 25,728 shares; 2025Q2: 24,694 shares; 2025Q3: 22,679 shares; 2025Q4: 21,741 shares 21,741 $1.57M 0.09% -938 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,630 shares; 2024Q4: 17,142 shares; 2025Q1: 21,573 shares; 2025Q2: 22,263 shares; 2025Q3: 23,312 shares; 2025Q4: 32,934 shares 32,934 $1.54M 0.09% +9,622 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,982 shares; 2024Q4: 1,431 shares; 2025Q1: 1,374 shares; 2025Q2: 1,648 shares; 2025Q3: 1,624 shares; 2025Q4: 1,526 shares 1,526 $1.54M 0.09% -98 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,013 shares; 2024Q4: 7,329 shares; 2025Q1: 10,860 shares; 2025Q2: 9,851 shares; 2025Q3: 9,873 shares; 2025Q4: 8,281 shares 8,281 $1.54M 0.09% -1,592 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,416 shares; 2024Q4: 12,289 shares; 2025Q1: 21,174 shares; 2025Q2: 21,663 shares; 2025Q3: 22,057 shares; 2025Q4: 19,099 shares 19,099 $1.53M 0.09% -2,958 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,517 shares; 2024Q4: 34,928 shares; 2025Q1: 37,908 shares; 2025Q2: 37,634 shares; 2025Q3: 37,536 shares; 2025Q4: 33,970 shares 33,970 $1.51M 0.08% -3,566 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,512 shares; 2024Q4: 64,950 shares; 2025Q1: 63,740 shares; 2025Q2: 61,204 shares; 2025Q3: 60,199 shares; 2025Q4: 59,977 shares 59,977 $1.49M 0.08% -222 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,616 shares; 2024Q4: 17,933 shares; 2025Q1: 17,620 shares; 2025Q2: 17,350 shares; 2025Q3: 27,536 shares; 2025Q4: 23,694 shares 23,694 $1.48M 0.08% -3,842 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,846 shares; 2024Q4: 1,851 shares; 2025Q1: 1,856 shares; 2025Q2: 2,232 shares; 2025Q3: 2,229 shares; 2025Q4: 2,238 shares 2,238 $1.48M 0.08% +9 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,161 shares; 2024Q4: 4,193 shares; 2025Q1: 4,320 shares; 2025Q2: 4,272 shares; 2025Q3: 4,236 shares; 2025Q4: 4,460 shares 4,460 $1.47M 0.08% +224 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,090 shares; 2024Q4: 3,090 shares; 2025Q1: 2,995 shares; 2025Q2: 2,995 shares; 2025Q3: 2,995 shares; 2025Q4: 2,995 shares 2,995 $1.47M 0.08% 0 Timeline FLCA FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,865 shares; 2025Q1: 51,866 shares; 2025Q2: 53,141 shares; 2025Q3: 46,975 shares; 2025Q4: 29,389 shares 29,389 $1.42M 0.08% -17,586 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,201 shares; 2024Q4: 19,008 shares; 2025Q1: 18,224 shares; 2025Q2: 16,563 shares; 2025Q3: 15,666 shares; 2025Q4: 14,204 shares 14,204 $1.41M 0.08% -1,462 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,431 shares; 2024Q4: 15,193 shares; 2025Q1: 15,362 shares; 2025Q2: 14,921 shares; 2025Q3: 14,772 shares; 2025Q4: 13,851 shares 13,851 $1.4M 0.08% -921 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,638 shares; 2024Q4: 6,640 shares; 2025Q1: 6,621 shares; 2025Q2: 5,579 shares; 2025Q3: 14,431 shares; 2025Q4: 12,023 shares 12,023 $1.4M 0.08% -2,408 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,917 shares; 2024Q4: 21,835 shares; 2025Q1: 18,374 shares; 2025Q2: 18,290 shares; 2025Q3: 18,502 shares; 2025Q4: 17,418 shares 17,418 $1.38M 0.08% -1,084 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,418 shares; 2024Q4: 6,850 shares; 2025Q1: 7,922 shares; 2025Q2: 7,098 shares; 2025Q3: 7,127 shares; 2025Q4: 7,042 shares 7,042 $1.37M 0.08% -85 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,526 shares; 2024Q4: 22,065 shares; 2025Q1: 21,829 shares; 2025Q2: 21,133 shares; 2025Q3: 20,346 shares; 2025Q4: 19,562 shares 19,562 $1.37M 0.08% -784 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,506 shares; 2025Q1: 18,506 shares; 2025Q2: 37,012 shares; 2025Q3: 38,152 shares; 2025Q4: 33,462 shares 33,462 $1.34M 0.08% -4,690 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,302 shares; 2024Q4: 30,311 shares; 2025Q1: 30,499 shares; 2025Q2: 29,290 shares; 2025Q3: 29,789 shares; 2025Q4: 31,650 shares 31,650 $1.29M 0.07% +1,861 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,501 shares; 2024Q4: 8,784 shares; 2025Q1: 8,526 shares; 2025Q2: 9,368 shares; 2025Q3: 10,893 shares; 2025Q4: 10,068 shares 10,068 $1.27M 0.07% -825 Timeline BNL BROADSTONE NET LEASE INC More: the full row for BROADSTONE NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,510 shares; 2024Q4: 70,485 shares; 2025Q1: 70,485 shares; 2025Q2: 70,485 shares; 2025Q3: 70,485 shares; 2025Q4: 70,485 shares 70,485 $1.22M 0.07% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,692 shares; 2024Q4: 12,912 shares; 2025Q1: 12,912 shares; 2025Q2: 11,077 shares; 2025Q3: 11,057 shares; 2025Q4: 11,055 shares 11,055 $1.22M 0.07% -2 Timeline MOG-A MOOG INC More: the full row for MOOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,143 shares; 2024Q4: 4,638 shares; 2025Q1: 5,128 shares; 2025Q2: 5,096 shares; 2025Q3: 5,069 shares; 2025Q4: 4,944 shares 4,944 $1.2M 0.07% -125 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,871 shares; 2024Q4: 1,817 shares; 2025Q1: 2,094 shares; 2025Q2: 1,983 shares; 2025Q3: 1,881 shares; 2025Q4: 1,825 shares 1,825 $1.19M 0.07% -56 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,348 shares; 2024Q4: 6,243 shares; 2025Q1: 6,018 shares; 2025Q2: 6,018 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares 4,000 $1.16M 0.07% 0 Timeline CWEN CLEARWAY ENERGY INC More: the full row for CLEARWAY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,365 shares; 2024Q4: 30,789 shares; 2025Q1: 33,164 shares; 2025Q2: 32,610 shares; 2025Q3: 32,808 shares; 2025Q4: 33,193 shares 33,193 $1.1M 0.06% +385 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,415 shares; 2024Q4: 4,400 shares; 2025Q1: 5,430 shares; 2025Q2: 5,459 shares; 2025Q3: 5,459 shares; 2025Q4: 5,459 shares 5,459 $1.09M 0.06% 0 Timeline QDEF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,440 shares; 2024Q4: 15,330 shares; 2025Q1: 15,257 shares; 2025Q2: 14,113 shares; 2025Q3: 13,797 shares; 2025Q4: 13,411 shares 13,411 $1.09M 0.06% -386 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,000 shares; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares 6,000 $1.08M 0.06% 0 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,882 shares; 2024Q4: 9,571 shares; 2025Q1: 9,800 shares; 2025Q2: 8,702 shares; 2025Q3: 8,064 shares; 2025Q4: 8,090 shares 8,090 $1.05M 0.06% +26 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,900 shares; 2024Q4: 48,555 shares; 2025Q1: 48,255 shares; 2025Q2: 45,640 shares; 2025Q3: 44,955 shares; 2025Q4: 42,800 shares 42,800 $1.05M 0.06% -2,155 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,921 shares; 2024Q4: 3,054 shares; 2025Q1: 3,740 shares; 2025Q2: 3,703 shares; 2025Q3: 3,664 shares; 2025Q4: 2,959 shares 2,959 $1.04M 0.06% -705 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,521 shares; 2024Q4: 5,332 shares; 2025Q1: 5,189 shares; 2025Q2: 5,355 shares; 2025Q3: 5,251 shares; 2025Q4: 5,254 shares 5,254 $1.02M 0.06% +3 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,508 shares; 2024Q4: 3,483 shares; 2025Q1: 3,783 shares; 2025Q2: 3,783 shares; 2025Q3: 3,761 shares; 2025Q4: 3,512 shares 3,512 $1.01M 0.06% -249 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,780 shares; 2024Q4: 4,780 shares; 2025Q1: 4,780 shares; 2025Q2: 4,798 shares; 2025Q3: 6,840 shares; 2025Q4: 6,866 shares 6,866 $1.01M 0.06% +26 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,618 shares; 2024Q4: 51,367 shares; 2025Q1: 53,033 shares; 2025Q2: 43,245 shares; 2025Q3: 42,899 shares; 2025Q4: 40,510 shares 40,510 $1.01M 0.06% -2,389 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,177 shares; 2024Q4: 3,309 shares; 2025Q1: 3,309 shares; 2025Q2: 3,921 shares; 2025Q3: 4,617 shares; 2025Q4: 4,317 shares 4,317 $999K 0.06% -300 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,048 shares; 2024Q4: 13,121 shares; 2025Q1: 13,005 shares; 2025Q2: 12,821 shares; 2025Q3: 13,036 shares; 2025Q4: 14,249 shares 14,249 $994K 0.06% +1,213 Timeline CATH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,989 shares; 2025Q2: 11,757 shares; 2025Q3: 11,660 shares; 2025Q4: 11,660 shares 11,660 $959K 0.05% 0 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,317 shares; 2024Q4: 9,292 shares; 2025Q1: 10,366 shares; 2025Q2: 12,501 shares; 2025Q3: 10,377 shares; 2025Q4: 10,377 shares 10,377 $954K 0.05% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,098 shares; 2024Q4: 8,105 shares; 2025Q1: 8,105 shares; 2025Q2: 8,098 shares; 2025Q3: 8,118 shares; 2025Q4: 5,850 shares 5,850 $951K 0.05% -2,268 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,561 shares; 2024Q4: 2,561 shares; 2025Q1: 2,701 shares; 2025Q2: 3,664 shares; 2025Q3: 3,330 shares; 2025Q4: 3,040 shares 3,040 $924K 0.05% -290 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,526 shares; 2025Q1: 8,524 shares; 2025Q2: 9,093 shares; 2025Q3: 9,731 shares; 2025Q4: 9,571 shares 9,571 $910K 0.05% -160 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,827 shares; 2024Q4: 6,080 shares; 2025Q1: 9,874 shares; 2025Q2: 9,318 shares; 2025Q3: 7,338 shares; 2025Q4: 9,195 shares 9,195 $899K 0.05% +1,857 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,176 shares; 2024Q4: 5,204 shares; 2025Q1: 5,107 shares; 2025Q2: 5,109 shares; 2025Q3: 5,061 shares; 2025Q4: 3,452 shares 3,452 $887K 0.05% -1,609 Timeline ERIE ERIE INDTY CO More: the full row for ERIE INDTY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,011 shares; 2025Q4: 3,024 shares 3,024 $867K 0.05% +13 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,024 shares; 2024Q4: 12,050 shares; 2025Q1: 11,772 shares; 2025Q2: 12,097 shares; 2025Q3: 12,097 shares; 2025Q4: 15,826 shares 15,826 $867K 0.05% +3,729 Timeline OCUL OCULAR THERAPEUTIX INC More: the full row for OCULAR THERAPEUTIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 56,438 shares; 2025Q1: 154,266 shares; 2025Q2: 154,266 shares; 2025Q3: 136,266 shares; 2025Q4: 70,104 shares 70,104 $851K 0.05% -66,162 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,768 shares; 2024Q4: 15,317 shares; 2025Q1: 14,718 shares; 2025Q2: 14,718 shares; 2025Q3: 14,545 shares; 2025Q4: 14,569 shares 14,569 $840K 0.05% +24 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,629 shares; 2025Q2: 8,210 shares; 2025Q3: 8,539 shares; 2025Q4: 10,022 shares 10,022 $819K 0.05% +1,483 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,545 shares; 2024Q4: 1,785 shares; 2025Q1: 3,650 shares; 2025Q2: 3,650 shares; 2025Q3: 3,700 shares; 2025Q4: 3,705 shares 3,705 $814K 0.05% +5 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,233 shares; 2024Q4: 3,084 shares; 2025Q1: 3,022 shares; 2025Q2: 2,471 shares; 2025Q3: 2,444 shares; 2025Q4: 2,153 shares 2,153 $804K 0.05% -291 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,449 shares; 2024Q4: 9,924 shares; 2025Q1: 9,535 shares; 2025Q2: 9,680 shares; 2025Q3: 10,169 shares; 2025Q4: 9,179 shares 9,179 $794K 0.04% -990 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,626 shares; 2024Q4: 2,106 shares; 2025Q1: 3,733 shares; 2025Q2: 4,086 shares; 2025Q3: 3,719 shares; 2025Q4: 3,459 shares 3,459 $792K 0.04% -260 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,462 shares; 2024Q4: 21,787 shares; 2025Q1: 23,802 shares; 2025Q2: 23,702 shares; 2025Q3: 23,713 shares; 2025Q4: 30,817 shares 30,817 $769K 0.04% +7,104 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,665 shares; 2025Q2: 9,725 shares; 2025Q3: 9,247 shares; 2025Q4: 9,470 shares 9,470 $746K 0.04% +223 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,575 shares; 2024Q4: 17,475 shares; 2025Q1: 17,025 shares; 2025Q2: 16,525 shares; 2025Q3: 16,525 shares; 2025Q4: 15,515 shares 15,515 $688K 0.04% -1,010 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,769 shares; 2024Q4: 13,399 shares; 2025Q1: 13,274 shares; 2025Q2: 11,664 shares; 2025Q3: 10,693 shares; 2025Q4: 7,924 shares 7,924 $684K 0.04% -2,769 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,125 shares; 2024Q4: 3,946 shares; 2025Q1: 4,559 shares; 2025Q2: 4,585 shares; 2025Q3: 4,586 shares; 2025Q4: 4,422 shares 4,422 $682K 0.04% -164 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,000 shares; 2024Q4: 25,000 shares; 2025Q1: 25,000 shares; 2025Q2: 25,000 shares; 2025Q3: 25,000 shares; 2025Q4: 25,000 shares 25,000 $678K 0.04% 0 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,724 shares; 2025Q1: 10,647 shares; 2025Q2: 10,830 shares; 2025Q3: 11,247 shares; 2025Q4: 11,593 shares 11,593 $671K 0.04% +346 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,999 shares; 2024Q4: 4,999 shares; 2025Q1: 4,999 shares; 2025Q2: 4,944 shares; 2025Q3: 4,944 shares; 2025Q4: 3,844 shares 3,844 $667K 0.04% -1,100 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,904 shares; 2024Q4: 8,492 shares; 2025Q1: 8,492 shares; 2025Q2: 8,492 shares; 2025Q3: 8,417 shares; 2025Q4: 8,416 shares 8,416 $662K 0.04% -1 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,260 shares; 2024Q4: 24,367 shares; 2025Q1: 23,033 shares; 2025Q2: 22,692 shares; 2025Q3: 23,980 shares; 2025Q4: 23,384 shares 23,384 $658K 0.04% -596 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,816 shares 9,816 $642K 0.04% new Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,889 shares; 2024Q4: 3,914 shares; 2025Q1: 4,039 shares; 2025Q2: 4,039 shares; 2025Q3: 3,963 shares; 2025Q4: 3,969 shares 3,969 $637K 0.04% +6 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,387 shares; 2024Q4: 18,634 shares; 2025Q1: 8,674 shares; 2025Q2: 8,186 shares; 2025Q3: 8,210 shares; 2025Q4: 8,161 shares 8,161 $634K 0.04% -49 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,323 shares; 2024Q4: 1,465 shares; 2025Q1: 1,465 shares; 2025Q2: 1,483 shares; 2025Q3: 1,576 shares; 2025Q4: 1,576 shares 1,576 $625K 0.04% 0 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,874 shares; 2024Q4: 55,971 shares; 2025Q1: 30,552 shares; 2025Q2: 7,272 shares; 2025Q3: 6,708 shares; 2025Q4: 13,947 shares 13,947 $624K 0.04% +7,239 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,035 shares; 2024Q4: 15,035 shares; 2025Q1: 13,064 shares; 2025Q2: 13,199 shares; 2025Q3: 11,339 shares; 2025Q4: 11,360 shares 11,360 $612K 0.03% +21 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 503 shares; 2024Q4: 503 shares; 2025Q1: 503 shares; 2025Q2: 503 shares; 2025Q3: 503 shares; 2025Q4: 503 shares 503 $611K 0.03% 0 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,255 shares; 2024Q4: 7,265 shares; 2025Q1: 7,010 shares; 2025Q2: 7,000 shares; 2025Q3: 7,000 shares; 2025Q4: 6,950 shares 6,950 $595K 0.03% -50 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,761 shares; 2024Q4: 1,776 shares; 2025Q1: 1,858 shares; 2025Q2: 1,858 shares; 2025Q3: 1,858 shares; 2025Q4: 1,852 shares 1,852 $590K 0.03% -6 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,293 shares; 2024Q4: 9,326 shares; 2025Q1: 9,243 shares; 2025Q2: 8,948 shares; 2025Q3: 8,616 shares; 2025Q4: 8,740 shares 8,740 $586K 0.03% +124 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 499 shares; 2025Q1: 579 shares; 2025Q2: 1,665 shares; 2025Q3: 1,744 shares; 2025Q4: 1,652 shares 1,652 $578K 0.03% -92 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,256 shares; 2024Q4: 4,242 shares; 2025Q1: 3,738 shares; 2025Q2: 3,338 shares; 2025Q3: 2,970 shares; 2025Q4: 2,771 shares 2,771 $577K 0.03% -199 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,820 shares; 2024Q4: 36,209 shares; 2025Q1: 25,811 shares; 2025Q2: 25,954 shares; 2025Q3: 23,853 shares; 2025Q4: 23,645 shares 23,645 $575K 0.03% -208 Timeline PAXS PIMCO ACCESS INCOME FUND More: the full row for PIMCO ACCESS INCOME FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 37,201 shares; 2025Q1: 37,201 shares; 2025Q2: 37,201 shares; 2025Q3: 37,201 shares; 2025Q4: 37,201 shares 37,201 $569K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,770 shares; 2024Q4: 16,844 shares; 2025Q1: 16,544 shares; 2025Q2: 16,372 shares; 2025Q3: 16,398 shares; 2025Q4: 16,374 shares 16,374 $569K 0.03% -24 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,714 shares; 2024Q4: 1,263 shares; 2025Q1: 1,238 shares; 2025Q2: 1,218 shares; 2025Q3: 1,228 shares; 2025Q4: 1,276 shares 1,276 $568K 0.03% +48 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,469 shares; 2025Q1: 3,969 shares; 2025Q2: 6,376 shares; 2025Q3: 5,674 shares; 2025Q4: 5,674 shares 5,674 $567K 0.03% 0 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,860 shares; 2024Q4: 15,603 shares; 2025Q1: 14,892 shares; 2025Q2: 13,012 shares; 2025Q3: 12,462 shares; 2025Q4: 11,654 shares 11,654 $565K 0.03% -808 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,328 shares; 2024Q4: 2,472 shares; 2025Q1: 2,547 shares; 2025Q2: 2,497 shares; 2025Q3: 2,497 shares; 2025Q4: 2,112 shares 2,112 $554K 0.03% -385 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,978 shares; 2024Q4: 8,935 shares; 2025Q1: 8,816 shares; 2025Q2: 8,821 shares; 2025Q3: 6,880 shares; 2025Q4: 6,909 shares 6,909 $553K 0.03% +29 Timeline XONE BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,819 shares 10,819 $536K 0.03% new Timeline CEFA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,968 shares; 2025Q2: 13,397 shares; 2025Q3: 13,397 shares; 2025Q4: 14,149 shares 14,149 $523K 0.03% +752 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,585 shares; 2024Q4: 8,885 shares; 2025Q1: 8,935 shares; 2025Q2: 8,535 shares; 2025Q3: 7,985 shares; 2025Q4: 1,785 shares 1,785 $509K 0.03% -6,200 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,491 shares; 2024Q4: 8,491 shares; 2025Q1: 8,163 shares; 2025Q2: 8,163 shares; 2025Q3: 8,050 shares; 2025Q4: 6,399 shares 6,399 $506K 0.03% -1,651 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,713 shares; 2024Q4: 6,713 shares; 2025Q1: 6,713 shares; 2025Q2: 6,738 shares; 2025Q3: 6,810 shares; 2025Q4: 6,830 shares 6,830 $502K 0.03% +20 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,075 shares; 2024Q4: 975 shares; 2025Q1: 975 shares; 2025Q2: 875 shares; 2025Q3: 875 shares; 2025Q4: 607 shares 607 $498K 0.03% -268 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,015 shares; 2024Q4: 24,015 shares; 2025Q1: 23,076 shares; 2025Q2: 19,535 shares; 2025Q3: 19,545 shares; 2025Q4: 19,303 shares 19,303 $489K 0.03% -242 Timeline IGE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,574 shares; 2024Q4: 10,573 shares; 2025Q1: 10,573 shares; 2025Q2: 9,705 shares; 2025Q3: 9,705 shares; 2025Q4: 9,705 shares 9,705 $487K 0.03% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,908 shares; 2024Q4: 2,929 shares; 2025Q1: 2,904 shares; 2025Q2: 2,846 shares; 2025Q3: 2,846 shares; 2025Q4: 2,846 shares 2,846 $487K 0.03% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,685 shares; 2024Q4: 1,703 shares; 2025Q1: 1,741 shares; 2025Q2: 1,731 shares; 2025Q3: 1,815 shares; 2025Q4: 1,808 shares 1,808 $485K 0.03% -7 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,326 shares; 2024Q4: 3,363 shares; 2025Q1: 3,664 shares; 2025Q2: 2,805 shares; 2025Q3: 2,794 shares; 2025Q4: 2,723 shares 2,723 $483K 0.03% -71 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 509 shares; 2024Q4: 511 shares; 2025Q1: 511 shares; 2025Q2: 511 shares; 2025Q3: 511 shares; 2025Q4: 5,110 shares 5,110 $479K 0.03% +4,599 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 990 shares; 2024Q4: 990 shares; 2025Q1: 1,185 shares; 2025Q2: 1,553 shares; 2025Q3: 1,553 shares; 2025Q4: 1,535 shares 1,535 $464K 0.03% -18 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,525 shares; 2024Q4: 14,100 shares; 2025Q1: 14,100 shares; 2025Q2: 14,100 shares; 2025Q3: 14,100 shares; 2025Q4: 14,100 shares 14,100 $460K 0.03% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 4,954 shares; 2025Q1: 1,015 shares; 2025Q2: 1,015 shares; 2025Q3: 7,095 shares; 2025Q4: 1,015 shares 1,015 $456K 0.03% -6,080 Timeline RWO SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,123 shares; 2024Q4: 16,123 shares; 2025Q1: 14,502 shares; 2025Q2: 13,125 shares; 2025Q3: 13,125 shares; 2025Q4: 10,125 shares 10,125 $456K 0.03% -3,000 Timeline BVFL BV FINL INC More: the full row for BV FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,000 shares; 2024Q4: 25,000 shares; 2025Q1: 25,000 shares; 2025Q2: 25,000 shares; 2025Q3: 25,000 shares; 2025Q4: 25,000 shares 25,000 $454K 0.03% 0 Timeline PLBC PLUMAS BANCORP More: the full row for PLUMAS BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $447K 0.03% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,175 shares; 2024Q4: not reported; 2025Q1: 2,033 shares; 2025Q2: 2,047 shares; 2025Q3: 2,032 shares; 2025Q4: 2,032 shares 2,032 $446K 0.03% 0 Timeline APUE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,666 shares; 2025Q3: 10,666 shares; 2025Q4: 10,666 shares 10,666 $444K 0.02% 0 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,140 shares; 2024Q4: 2,140 shares; 2025Q1: 2,140 shares; 2025Q2: 2,140 shares; 2025Q3: 2,140 shares; 2025Q4: 2,140 shares 2,140 $440K 0.02% 0 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,351 shares; 2024Q4: 9,079 shares; 2025Q1: 5,124 shares; 2025Q2: 5,101 shares; 2025Q3: 4,895 shares; 2025Q4: 9,658 shares 9,658 $438K 0.02% +4,763 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,907 shares; 2024Q4: 12,299 shares; 2025Q1: 12,299 shares; 2025Q2: 12,299 shares; 2025Q3: 11,907 shares; 2025Q4: 11,907 shares 11,907 $432K 0.02% 0 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,198 shares; 2024Q4: 5,198 shares; 2025Q1: 5,258 shares; 2025Q2: 5,257 shares; 2025Q3: 5,297 shares; 2025Q4: 5,338 shares 5,338 $429K 0.02% +41 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,009 shares; 2024Q4: 90,978 shares; 2025Q1: 11,676 shares; 2025Q2: 9,377 shares; 2025Q3: 7,855 shares; 2025Q4: 7,280 shares 7,280 $428K 0.02% -575 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 663 shares; 2024Q4: 645 shares; 2025Q1: 653 shares; 2025Q2: 653 shares; 2025Q3: 593 shares; 2025Q4: 565 shares 565 $426K 0.02% -28 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,444 shares; 2024Q4: 1,444 shares; 2025Q1: 1,344 shares; 2025Q2: 1,344 shares; 2025Q3: 1,364 shares; 2025Q4: 1,364 shares 1,364 $426K 0.02% 0 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,337 shares; 2024Q4: 2,637 shares; 2025Q1: 2,617 shares; 2025Q2: 2,617 shares; 2025Q3: 2,517 shares; 2025Q4: 2,517 shares 2,517 $425K 0.02% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,528 shares; 2024Q4: 3,381 shares; 2025Q1: 3,381 shares; 2025Q2: 3,381 shares; 2025Q3: 3,277 shares; 2025Q4: 3,277 shares 3,277 $423K 0.02% 0 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,596 shares; 2024Q4: 2,686 shares; 2025Q1: not reported; 2025Q2: 5,593 shares; 2025Q3: 5,572 shares; 2025Q4: 4,879 shares 4,879 $421K 0.02% -693 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,835 shares; 2024Q4: 21,004 shares; 2025Q1: 21,013 shares; 2025Q2: 21,195 shares; 2025Q3: 18,026 shares; 2025Q4: 18,026 shares 18,026 $418K 0.02% 0 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,021 shares; 2024Q4: 8,197 shares; 2025Q1: 7,932 shares; 2025Q2: 7,682 shares; 2025Q3: 7,632 shares; 2025Q4: 7,632 shares 7,632 $403K 0.02% 0 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,854 shares; 2024Q4: 10,854 shares; 2025Q1: 10,627 shares; 2025Q2: 10,627 shares; 2025Q3: 7,827 shares; 2025Q4: 7,827 shares 7,827 $400K 0.02% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 698 shares; 2024Q4: 698 shares; 2025Q1: 698 shares; 2025Q2: 1,044 shares; 2025Q3: 854 shares; 2025Q4: 854 shares 854 $398K 0.02% 0 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,579 shares; 2024Q4: 8,533 shares; 2025Q1: 8,345 shares; 2025Q2: 8,347 shares; 2025Q3: 8,270 shares; 2025Q4: 8,270 shares 8,270 $389K 0.02% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,465 shares; 2025Q1: 2,727 shares; 2025Q2: 2,728 shares; 2025Q3: 2,716 shares; 2025Q4: 2,740 shares 2,740 $387K 0.02% +24 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,281 shares; 2025Q3: 6,198 shares; 2025Q4: 6,194 shares 6,194 $385K 0.02% -4 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 920 shares; 2024Q4: not reported; 2025Q1: 1,270 shares; 2025Q2: 2,311 shares; 2025Q3: 2,331 shares; 2025Q4: 1,290 shares 1,290 $379K 0.02% -1,041 Timeline LSBK LAKE SHORE BANCORP INC More: the full row for LAKE SHORE BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,667 shares; 2025Q4: 25,677 shares 25,677 $376K 0.02% +10 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,150 shares; 2024Q4: 6,152 shares; 2025Q1: 6,599 shares; 2025Q2: 6,879 shares; 2025Q3: 6,879 shares; 2025Q4: 6,879 shares 6,879 $376K 0.02% 0 Timeline FHEQ FIDELITY GREENWOOD STREET TR More: the full row for FIDELITY GREENWOOD STREET TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,818 shares 11,818 $365K 0.02% new Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,662 shares; 2024Q4: 9,587 shares; 2025Q1: 9,587 shares; 2025Q2: 9,587 shares; 2025Q3: 9,288 shares; 2025Q4: 6,839 shares 6,839 $365K 0.02% -2,449 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,200 shares; 2024Q4: not reported; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares 1,200 $363K 0.02% 0 Timeline PAG PENSKE AUTOMOTIVE GRP INC More: the full row for PENSKE AUTOMOTIVE GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,258 shares; 2024Q4: 2,258 shares; 2025Q1: 2,258 shares; 2025Q2: 2,258 shares; 2025Q3: 2,258 shares; 2025Q4: 2,258 shares 2,258 $357K 0.02% 0 Timeline EFSC ENTERPRISE FINL SVCS CORP More: the full row for ENTERPRISE FINL SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,416 shares; 2024Q4: 6,416 shares; 2025Q1: 6,416 shares; 2025Q2: 6,416 shares; 2025Q3: 6,416 shares; 2025Q4: 6,416 shares 6,416 $346K 0.02% 0 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,700 shares; 2024Q4: 9,700 shares; 2025Q1: 9,918 shares; 2025Q2: 9,353 shares; 2025Q3: 9,006 shares; 2025Q4: 9,009 shares 9,009 $346K 0.02% +3 Timeline MOG-B MOOG INC More: the full row for MOOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,392 shares; 2024Q4: 1,392 shares; 2025Q1: 1,392 shares; 2025Q2: 1,392 shares; 2025Q3: 1,392 shares; 2025Q4: 1,392 shares 1,392 $346K 0.02% 0 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,501 shares; 2024Q4: 17,501 shares; 2025Q1: 17,821 shares; 2025Q2: 17,788 shares; 2025Q3: 17,744 shares; 2025Q4: 14,567 shares 14,567 $345K 0.02% -3,177 Timeline LFMD LIFEMD INC More: the full row for LIFEMD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 120,000 shares; 2025Q2: 120,000 shares; 2025Q3: 120,000 shares; 2025Q4: 100,000 shares 100,000 $341K 0.02% -20,000 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $340K 0.02% 0 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,167 shares; 2024Q4: 3,167 shares; 2025Q1: 3,467 shares; 2025Q2: 3,467 shares; 2025Q3: 3,343 shares; 2025Q4: 2,243 shares 2,243 $339K 0.02% -1,100 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,640 shares; 2024Q4: 3,640 shares; 2025Q1: 3,465 shares; 2025Q2: 3,479 shares; 2025Q3: 3,386 shares; 2025Q4: 3,393 shares 3,393 $337K 0.02% +7 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,001 shares; 2024Q4: 1,821 shares; 2025Q1: 1,821 shares; 2025Q2: 1,821 shares; 2025Q3: 1,821 shares; 2025Q4: 1,821 shares 1,821 $331K 0.02% 0 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,370 shares; 2024Q4: 4,491 shares; 2025Q1: 4,491 shares; 2025Q2: 4,491 shares; 2025Q3: 3,959 shares; 2025Q4: 3,909 shares 3,909 $328K 0.02% -50 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 260 shares; 2025Q3: 319 shares; 2025Q4: 298 shares 298 $319K 0.02% -21 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,438 shares; 2024Q4: 2,414 shares; 2025Q1: 2,414 shares; 2025Q2: 2,414 shares; 2025Q3: 2,376 shares; 2025Q4: 2,376 shares 2,376 $317K 0.02% 0 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,750 shares; 2025Q2: 6,750 shares; 2025Q3: 6,750 shares; 2025Q4: 6,750 shares 6,750 $310K 0.02% 0 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,225 shares; 2025Q2: 5,225 shares; 2025Q3: 5,225 shares; 2025Q4: 4,725 shares 4,725 $308K 0.02% -500 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,108 shares; 2024Q4: 5,040 shares; 2025Q1: not reported; 2025Q2: 2,376 shares; 2025Q3: 2,376 shares; 2025Q4: 2,276 shares 2,276 $308K 0.02% -100 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,017 shares; 2025Q4: 3,062 shares 3,062 $306K 0.02% -955 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,181 shares; 2024Q4: 4,181 shares; 2025Q1: 4,181 shares; 2025Q2: 4,086 shares; 2025Q3: 2,898 shares; 2025Q4: 2,898 shares 2,898 $306K 0.02% 0 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 447 shares; 2025Q4: 619 shares 619 $302K 0.02% +172 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,054 shares; 2024Q4: 5,670 shares; 2025Q1: 5,670 shares; 2025Q2: 5,590 shares; 2025Q3: 5,607 shares; 2025Q4: 3,332 shares 3,332 $300K 0.02% -2,275 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,317 shares; 2024Q4: 1,617 shares; 2025Q1: 1,617 shares; 2025Q2: 1,620 shares; 2025Q3: 1,621 shares; 2025Q4: 1,622 shares 1,622 $295K 0.02% +1 Timeline PTL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,089 shares; 2025Q4: 1,187 shares 1,187 $295K 0.02% +98 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,410 shares; 2024Q4: 6,410 shares; 2025Q1: 6,082 shares; 2025Q2: 4,512 shares; 2025Q3: 3,781 shares; 2025Q4: 3,194 shares 3,194 $292K 0.02% -587 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,448 shares; 2025Q1: 1,636 shares; 2025Q2: 1,736 shares; 2025Q3: 1,736 shares; 2025Q4: 1,736 shares 1,736 $292K 0.02% 0 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,329 shares; 2024Q4: 1,329 shares; 2025Q1: 1,329 shares; 2025Q2: 1,329 shares; 2025Q3: 1,329 shares; 2025Q4: 1,139 shares 1,139 $289K 0.02% -190 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,516 shares; 2025Q2: 6,684 shares; 2025Q3: 7,020 shares; 2025Q4: 6,501 shares 6,501 $287K 0.02% -519 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,016 shares; 2024Q4: 1,745 shares; 2025Q1: 1,745 shares; 2025Q2: 1,745 shares; 2025Q3: 1,745 shares; 2025Q4: 1,745 shares 1,745 $285K 0.02% 0 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,682 shares; 2024Q4: 3,782 shares; 2025Q1: 3,782 shares; 2025Q2: 3,782 shares; 2025Q3: 3,782 shares; 2025Q4: 3,782 shares 3,782 $284K 0.02% 0 Timeline APCB TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,069 shares; 2025Q3: 10,392 shares; 2025Q4: 9,542 shares 9,542 $283K 0.02% -850 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,320 shares 2,320 $283K 0.02% new Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,495 shares; 2025Q2: 1,487 shares; 2025Q3: 1,487 shares; 2025Q4: 1,487 shares 1,487 $276K 0.02% 0 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,810 shares; 2025Q3: 5,315 shares; 2025Q4: 5,409 shares 5,409 $274K 0.02% +94 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,116 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,383 shares; 2025Q3: 1,333 shares; 2025Q4: 1,333 shares 1,333 $273K 0.02% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,315 shares; 2024Q4: 1,315 shares; 2025Q1: 1,170 shares; 2025Q2: 1,489 shares; 2025Q3: 1,170 shares; 2025Q4: 945 shares 945 $273K 0.02% -225 Timeline BKT BLACKROCK INCOME TR INC More: the full row for BLACKROCK INCOME TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,818 shares; 2024Q4: 53,636 shares; 2025Q1: 39,506 shares; 2025Q2: 39,154 shares; 2025Q3: 36,883 shares; 2025Q4: 24,653 shares 24,653 $272K 0.02% -12,230 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,346 shares; 2024Q4: 2,544 shares; 2025Q1: 1,923 shares; 2025Q2: 1,898 shares; 2025Q3: 1,989 shares; 2025Q4: 1,989 shares 1,989 $271K 0.02% 0 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 484 shares; 2025Q3: 484 shares; 2025Q4: 441 shares 441 $267K 0.01% -43 Timeline AMRZ AMRIZE LTD More: the full row for AMRIZE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,921 shares 4,921 $266K 0.01% new Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,575 shares; 2024Q4: 5,575 shares; 2025Q1: 5,557 shares; 2025Q2: 5,585 shares; 2025Q3: 5,623 shares; 2025Q4: 5,642 shares 5,642 $264K 0.01% +19 Timeline KBE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,391 shares; 2024Q4: 4,373 shares; 2025Q1: 4,373 shares; 2025Q2: 4,373 shares; 2025Q3: 4,373 shares; 2025Q4: 4,299 shares 4,299 $261K 0.01% -74 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,013 shares; 2024Q4: 1,004 shares; 2025Q1: 1,071 shares; 2025Q2: 1,071 shares; 2025Q3: 1,184 shares; 2025Q4: 959 shares 959 $260K 0.01% -225 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 38,841 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,770 shares; 2025Q4: 9,600 shares 9,600 $258K 0.01% -1,170 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,515 shares; 2024Q4: 2,515 shares; 2025Q1: 2,661 shares; 2025Q2: not reported; 2025Q3: 2,503 shares; 2025Q4: 2,743 shares 2,743 $250K 0.01% +240 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,598 shares; 2025Q4: 1,598 shares 1,598 $238K 0.01% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 274 shares; 2025Q3: 223 shares; 2025Q4: 221 shares 221 $237K 0.01% -2 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 451 shares 451 $236K 0.01% new Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,734 shares; 2024Q4: 1,734 shares; 2025Q1: 1,734 shares; 2025Q2: 1,734 shares; 2025Q3: 1,734 shares; 2025Q4: 1,724 shares 1,724 $235K 0.01% -10 Timeline CAI CARIS LIFE SCIENCES INC More: the full row for CARIS LIFE SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,550 shares 8,550 $231K 0.01% new Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 856 shares; 2025Q2: 856 shares; 2025Q3: 856 shares; 2025Q4: 838 shares 838 $231K 0.01% -18 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,539 shares; 2024Q4: 1,878 shares; 2025Q1: 1,055 shares; 2025Q2: 859 shares; 2025Q3: 859 shares; 2025Q4: 826 shares 826 $231K 0.01% -33 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 318 shares; 2024Q4: 306 shares; 2025Q1: not reported; 2025Q2: 282 shares; 2025Q3: 282 shares; 2025Q4: 282 shares 282 $228K 0.01% 0 Timeline SFNC SIMMONS FIRST NATL CORP More: the full row for SIMMONS FIRST NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,072 shares; 2024Q4: 12,072 shares; 2025Q1: 12,072 shares; 2025Q2: 12,072 shares; 2025Q3: 12,072 shares; 2025Q4: 12,072 shares 12,072 $228K 0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,998 shares; 2025Q2: 1,998 shares; 2025Q3: 1,998 shares; 2025Q4: 1,648 shares 1,648 $227K 0.01% -350 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 809 shares; 2025Q1: not reported; 2025Q2: 790 shares; 2025Q3: 773 shares; 2025Q4: 756 shares 756 $226K 0.01% -17 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,668 shares; 2024Q4: 3,653 shares; 2025Q1: 3,553 shares; 2025Q2: 3,553 shares; 2025Q3: 3,480 shares; 2025Q4: 3,480 shares 3,480 $226K 0.01% 0 Timeline PDO PIMCO DYNAMIC INCOME OPRNTS More: the full row for PIMCO DYNAMIC INCOME OPRNTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,269 shares; 2025Q1: 16,269 shares; 2025Q2: 16,269 shares; 2025Q3: 16,269 shares; 2025Q4: 16,269 shares 16,269 $225K 0.01% 0 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,015 shares; 2024Q4: 2,416 shares; 2025Q1: 2,566 shares; 2025Q2: 2,566 shares; 2025Q3: 2,566 shares; 2025Q4: 2,566 shares 2,566 $224K 0.01% 0 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,789 shares; 2024Q4: 5,789 shares; 2025Q1: 5,789 shares; 2025Q2: 5,789 shares; 2025Q3: 5,789 shares; 2025Q4: 5,789 shares 5,789 $222K 0.01% 0 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,139 shares; 2025Q4: 2,354 shares 2,354 $222K 0.01% +215 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares 3,000 $221K 0.01% 0 Timeline DOL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,330 shares; 2025Q4: 3,336 shares 3,336 $220K 0.01% +6 Timeline WWJD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,007 shares 6,007 $219K 0.01% new Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,847 shares; 2025Q4: 1,807 shares 1,807 $216K 0.01% -40 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,000 shares; 2025Q4: 9,000 shares 9,000 $216K 0.01% 0 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,139 shares; 2024Q4: 1,139 shares; 2025Q1: 1,139 shares; 2025Q2: 1,139 shares; 2025Q3: 1,205 shares; 2025Q4: 950 shares 950 $212K 0.01% -255 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,124 shares; 2025Q2: 10,149 shares; 2025Q3: 10,197 shares; 2025Q4: 10,217 shares 10,217 $211K 0.01% +20 Timeline APIE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,402 shares; 2025Q3: 5,815 shares; 2025Q4: 5,815 shares 5,815 $206K 0.01% 0 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,117 shares 1,117 $206K 0.01% new Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,355 shares; 2025Q4: 2,356 shares 2,356 $205K 0.01% +1 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,000 shares; 2024Q4: 9,000 shares; 2025Q1: 9,000 shares; 2025Q2: 9,000 shares; 2025Q3: 9,000 shares; 2025Q4: 9,000 shares 9,000 $201K 0.01% 0 Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,893 shares; 2024Q4: 29,893 shares; 2025Q1: 44,154 shares; 2025Q2: 44,154 shares; 2025Q3: 49,349 shares; 2025Q4: 43,972 shares 43,972 $182K 0.01% -5,377 Timeline MQY BLACKROCK MUNIYILD QULT FD I More: the full row for BLACKROCK MUNIYILD QULT FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,000 shares; 2025Q2: 16,000 shares; 2025Q3: 16,000 shares; 2025Q4: 16,000 shares 16,000 $181K 0.01% 0 Timeline RAND RAND CAP CORP More: the full row for RAND CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,763 shares; 2025Q2: 15,382 shares; 2025Q3: 15,382 shares; 2025Q4: 15,382 shares 15,382 $175K 0.01% 0 Timeline MICC MAGNUM ICE CREAM CO NV More: the full row for MAGNUM ICE CREAM CO NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,532 shares 10,532 $167K 0.01% new Timeline NWBI NORTHWEST BANCSHARES INC More: the full row for NORTHWEST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,576 shares; 2024Q4: 13,576 shares; 2025Q1: 13,576 shares; 2025Q2: 13,576 shares; 2025Q3: 13,779 shares; 2025Q4: 12,531 shares 12,531 $150K 0.01% -1,248 Timeline KORE KORE GROUP HLDGS INC More: the full row for KORE GROUP HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,430 shares; 2024Q4: 34,430 shares; 2025Q1: 34,430 shares; 2025Q2: 34,430 shares; 2025Q3: 34,430 shares; 2025Q4: 34,430 shares 34,430 $145K 0.01% 0 Timeline IBRX IMMUNITYBIO INC More: the full row for IMMUNITYBIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,000 shares; 2024Q4: 30,000 shares; 2025Q1: 40,000 shares; 2025Q2: 45,000 shares; 2025Q3: 50,000 shares; 2025Q4: 56,000 shares 56,000 $111K 0.01% +6,000 Timeline NSPR INSPIREMD INC More: the full row for INSPIREMD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,000 shares; 2025Q2: 30,000 shares; 2025Q3: 55,000 shares; 2025Q4: 55,000 shares 55,000 $97.9K 0.01% 0 Timeline FTNY PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,044 shares 12,044 $94.5K 0.01% new Timeline IVVD INVIVYD INC More: the full row for INVIVYD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares 10,000 $24.7K <0.01% new Timeline