SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 778,177 shares; 2024Q4: 2,298,314 shares; 2025Q1: 2,445,913 shares; 2025Q2: 2,315,151 shares; 2025Q3: 2,168,356 shares; 2025Q4: 1,995,005 shares 1,995,005 $54.7M 6.29% -173,351 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 765,859 shares; 2024Q4: 773,210 shares; 2025Q1: 888,571 shares; 2025Q2: 973,554 shares; 2025Q3: 1,042,217 shares; 2025Q4: 1,195,046 shares 1,195,046 $54M 6.21% +152,829 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: 37,369 shares; 2024Q4: 39,742 shares; 2025Q1: 40,225 shares; 2025Q2: 39,632 shares; 2025Q3: 42,977 shares; 2025Q4: 49,914 shares 49,914 $37.6M 4.33% +6,937 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 339,171 shares; 2024Q4: 379,095 shares; 2025Q1: 371,340 shares; 2025Q2: 422,690 shares; 2025Q3: 483,620 shares; 2025Q4: 650,317 shares 650,317 $30.4M 3.5% +166,697 Timeline AVDE 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: 149,074 shares; 2024Q4: 167,743 shares; 2025Q1: 213,268 shares; 2025Q2: 235,364 shares; 2025Q3: 276,728 shares; 2025Q4: 357,058 shares 357,058 $29.4M 3.38% +80,330 Timeline AVUS 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: 144,297 shares; 2024Q4: 143,702 shares; 2025Q1: 147,411 shares; 2025Q2: 150,501 shares; 2025Q3: 172,004 shares; 2025Q4: 261,060 shares 261,060 $29.2M 3.36% +89,056 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: 41,349 shares; 2024Q4: 39,165 shares; 2025Q1: 40,488 shares; 2025Q2: 38,769 shares; 2025Q3: 38,821 shares; 2025Q4: 43,760 shares 43,760 $27.4M 3.16% +4,939 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: 34,007 shares; 2024Q4: 34,435 shares; 2025Q1: 35,567 shares; 2025Q2: 35,141 shares; 2025Q3: 35,343 shares; 2025Q4: 35,508 shares 35,508 $24.3M 2.8% +165 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,804 shares; 2024Q4: 102,575 shares; 2025Q1: 175,152 shares; 2025Q2: 180,266 shares; 2025Q3: 233,910 shares; 2025Q4: 521,487 shares 521,487 $19.8M 2.28% +287,577 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 565,441 shares; 2024Q4: 452,154 shares; 2025Q1: 451,800 shares; 2025Q2: 465,257 shares; 2025Q3: 466,259 shares; 2025Q4: 468,583 shares 468,583 $18.6M 2.13% +2,324 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: 51,360 shares; 2024Q4: 54,074 shares; 2025Q1: 55,045 shares; 2025Q2: 55,395 shares; 2025Q3: 55,751 shares; 2025Q4: 58,776 shares 58,776 $16M 1.84% +3,025 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,449 shares; 2024Q4: 98,369 shares; 2025Q1: 140,469 shares; 2025Q2: 163,795 shares; 2025Q3: 217,142 shares; 2025Q4: 288,464 shares 288,464 $15.2M 1.75% +71,322 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: 59,854 shares; 2024Q4: 74,953 shares; 2025Q1: 93,141 shares; 2025Q2: 105,264 shares; 2025Q3: 113,857 shares; 2025Q4: 139,233 shares 139,233 $13.9M 1.6% +25,376 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: 141,535 shares; 2024Q4: 467,835 shares; 2025Q1: 462,930 shares; 2025Q2: 494,551 shares; 2025Q3: 506,941 shares; 2025Q4: 506,723 shares 506,723 $13.6M 1.57% -218 Timeline FNDE 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: 244,333 shares; 2024Q4: 249,995 shares; 2025Q1: 235,803 shares; 2025Q2: 243,450 shares; 2025Q3: 277,880 shares; 2025Q4: 374,098 shares 374,098 $13.5M 1.55% +96,218 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: 53,986 shares; 2024Q4: 58,251 shares; 2025Q1: 70,965 shares; 2025Q2: 82,510 shares; 2025Q3: 62,607 shares; 2025Q4: 71,776 shares 71,776 $13.4M 1.54% +9,169 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: 28,093 shares; 2024Q4: 112,904 shares; 2025Q1: 153,033 shares; 2025Q2: 166,666 shares; 2025Q3: 233,783 shares; 2025Q4: 403,007 shares 403,007 $13.1M 1.51% +169,224 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 277,179 shares; 2024Q4: 275,130 shares; 2025Q1: 290,804 shares; 2025Q2: 300,779 shares; 2025Q3: 320,863 shares; 2025Q4: 331,751 shares 331,751 $12.6M 1.45% +10,888 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: 22,522 shares; 2024Q4: 24,205 shares; 2025Q1: 24,797 shares; 2025Q2: 25,661 shares; 2025Q3: 25,669 shares; 2025Q4: 26,000 shares 26,000 $12.6M 1.45% +331 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: 7,918 shares; 2024Q4: 13,542 shares; 2025Q1: 15,135 shares; 2025Q2: 15,497 shares; 2025Q3: 15,465 shares; 2025Q4: 18,410 shares 18,410 $11.3M 1.3% +2,945 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: 41,903 shares; 2024Q4: 44,252 shares; 2025Q1: 48,263 shares; 2025Q2: 51,218 shares; 2025Q3: 51,360 shares; 2025Q4: 51,364 shares 51,364 $11.3M 1.3% +4 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: 27,207 shares; 2024Q4: 29,692 shares; 2025Q1: 30,784 shares; 2025Q2: 32,333 shares; 2025Q3: 32,837 shares; 2025Q4: 35,919 shares 35,919 $11.2M 1.29% +3,082 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: 26,321 shares; 2024Q4: 26,853 shares; 2025Q1: 28,241 shares; 2025Q2: 29,013 shares; 2025Q3: 29,625 shares; 2025Q4: 30,725 shares 30,725 $10.3M 1.18% +1,100 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: 193,189 shares; 2024Q4: 204,905 shares; 2025Q1: 215,862 shares; 2025Q2: 200,209 shares; 2025Q3: 177,644 shares; 2025Q4: 174,805 shares 174,805 $10M 1.15% -2,839 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: 173,836 shares; 2024Q4: 139,116 shares; 2025Q1: 145,365 shares; 2025Q2: 144,956 shares; 2025Q3: 145,185 shares; 2025Q4: 147,131 shares 147,131 $9.19M 1.06% +1,946 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,642 shares; 2024Q4: 25,254 shares; 2025Q1: 33,607 shares; 2025Q2: 43,201 shares; 2025Q3: 59,643 shares; 2025Q4: 76,570 shares 76,570 $8.43M 0.97% +16,927 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,149 shares; 2024Q4: 16,974 shares; 2025Q1: 25,044 shares; 2025Q2: 36,720 shares; 2025Q3: 60,730 shares; 2025Q4: 116,205 shares 116,205 $8.07M 0.93% +55,475 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,241 shares; 2024Q4: 298,692 shares; 2025Q1: 294,882 shares; 2025Q2: 303,855 shares; 2025Q3: 303,872 shares; 2025Q4: 300,632 shares 300,632 $7.89M 0.91% -3,240 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,571 shares; 2024Q4: 38,975 shares; 2025Q1: 44,259 shares; 2025Q2: 46,237 shares; 2025Q3: 52,067 shares; 2025Q4: 54,497 shares 54,497 $7.82M 0.9% +2,430 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: 24,674 shares; 2024Q4: 25,546 shares; 2025Q1: 22,359 shares; 2025Q2: 21,861 shares; 2025Q3: 21,893 shares; 2025Q4: 21,918 shares 21,918 $7.59M 0.87% +25 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,990 shares; 2024Q4: 27,135 shares; 2025Q1: 27,175 shares; 2025Q2: 27,180 shares; 2025Q3: 25,455 shares; 2025Q4: 25,373 shares 25,373 $7.3M 0.84% -82 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,661 shares; 2024Q4: 13,909 shares; 2025Q1: 14,021 shares; 2025Q2: 13,778 shares; 2025Q3: 13,581 shares; 2025Q4: 13,460 shares 13,460 $6.77M 0.78% -121 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,120 shares; 2024Q4: 53,653 shares; 2025Q1: 52,074 shares; 2025Q2: 52,079 shares; 2025Q3: 50,891 shares; 2025Q4: 50,838 shares 50,838 $6.73M 0.77% -53 Timeline BBJP 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: 99,758 shares; 2024Q4: 102,115 shares; 2025Q1: 103,266 shares; 2025Q2: 99,966 shares; 2025Q3: 99,246 shares; 2025Q4: 101,073 shares 101,073 $6.66M 0.77% +1,827 Timeline JMUB 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: 113,300 shares; 2024Q4: 121,491 shares; 2025Q1: 135,684 shares; 2025Q2: 119,990 shares; 2025Q3: 115,768 shares; 2025Q4: 123,511 shares 123,511 $6.24M 0.72% +7,743 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: 22,059 shares; 2024Q4: 24,785 shares; 2025Q1: 25,587 shares; 2025Q2: 26,231 shares; 2025Q3: 26,459 shares; 2025Q4: 26,323 shares 26,323 $6.08M 0.7% -136 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,968 shares; 2024Q4: 79,378 shares; 2025Q1: 93,567 shares; 2025Q2: 69,131 shares; 2025Q3: 71,435 shares; 2025Q4: 80,501 shares 80,501 $5.97M 0.69% +9,066 Timeline JTEK 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: 9,892 shares; 2025Q1: 22,013 shares; 2025Q2: 25,175 shares; 2025Q3: 26,916 shares; 2025Q4: 66,286 shares 66,286 $5.97M 0.69% +39,370 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: 45,886 shares; 2024Q4: 52,651 shares; 2025Q1: 60,738 shares; 2025Q2: 56,518 shares; 2025Q3: 56,051 shares; 2025Q4: 54,232 shares 54,232 $5.53M 0.64% -1,819 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,285 shares; 2024Q4: 197,993 shares; 2025Q1: 196,039 shares; 2025Q2: 189,006 shares; 2025Q3: 189,028 shares; 2025Q4: 189,064 shares 189,064 $5.14M 0.59% +36 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,982 shares; 2024Q4: 184,491 shares; 2025Q1: 187,624 shares; 2025Q2: 189,599 shares; 2025Q3: 190,135 shares; 2025Q4: 188,712 shares 188,712 $4.54M 0.52% -1,423 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: 76,791 shares; 2024Q4: 77,756 shares; 2025Q1: 71,288 shares; 2025Q2: 70,351 shares; 2025Q3: 68,637 shares; 2025Q4: 67,635 shares 67,635 $4.46M 0.51% -1,002 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,762 shares; 2024Q4: 78,262 shares; 2025Q1: 77,480 shares; 2025Q2: 77,480 shares; 2025Q3: 77,480 shares; 2025Q4: 87,750 shares 87,750 $4.38M 0.5% +10,270 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: 4,592 shares; 2024Q4: 4,977 shares; 2025Q1: 5,097 shares; 2025Q2: 5,461 shares; 2025Q3: 5,507 shares; 2025Q4: 6,477 shares 6,477 $4.28M 0.49% +970 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: 48,001 shares; 2024Q4: 47,360 shares; 2025Q1: 44,554 shares; 2025Q2: 45,976 shares; 2025Q3: 46,669 shares; 2025Q4: 46,949 shares 46,949 $4.2M 0.48% +280 Timeline MTUM 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: 18,095 shares; 2024Q4: 18,111 shares; 2025Q1: 16,874 shares; 2025Q2: 16,732 shares; 2025Q3: 16,542 shares; 2025Q4: 15,963 shares 15,963 $4M 0.46% -579 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,976 shares; 2024Q4: 28,376 shares; 2025Q1: 27,454 shares; 2025Q2: 27,454 shares; 2025Q3: 28,092 shares; 2025Q4: 28,166 shares 28,166 $3.98M 0.46% +74 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: 10,703 shares; 2024Q4: 11,207 shares; 2025Q1: 11,612 shares; 2025Q2: 11,482 shares; 2025Q3: 11,550 shares; 2025Q4: 12,174 shares 12,174 $3.92M 0.45% +624 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: 6,572 shares; 2024Q4: 7,197 shares; 2025Q1: 7,375 shares; 2025Q2: 8,402 shares; 2025Q3: 8,202 shares; 2025Q4: 8,408 shares 8,408 $3.78M 0.43% +206 Timeline QDF 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: 50,035 shares; 2024Q4: 49,213 shares; 2025Q1: 44,023 shares; 2025Q2: 42,442 shares; 2025Q3: 42,436 shares; 2025Q4: 42,428 shares 42,428 $3.43M 0.39% -8 Timeline FNDB 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: 52,246 shares; 2024Q4: 131,540 shares; 2025Q1: 129,001 shares; 2025Q2: 126,680 shares; 2025Q3: 125,537 shares; 2025Q4: 124,287 shares 124,287 $3.3M 0.38% -1,250 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: 27,344 shares; 2024Q4: 28,199 shares; 2025Q1: 28,827 shares; 2025Q2: 29,184 shares; 2025Q3: 29,199 shares; 2025Q4: 29,254 shares 29,254 $3.26M 0.37% +55 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: 2,609 shares; 2024Q4: 2,713 shares; 2025Q1: 2,905 shares; 2025Q2: 2,782 shares; 2025Q3: 2,753 shares; 2025Q4: 2,772 shares 2,772 $2.98M 0.34% +19 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: 72,542 shares; 2024Q4: 72,173 shares; 2025Q1: 24,876 shares; 2025Q2: 24,852 shares; 2025Q3: 24,892 shares; 2025Q4: 24,042 shares 24,042 $2.89M 0.33% -850 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,350 shares; 2024Q4: 5,225 shares; 2025Q1: 14,111 shares; 2025Q2: 22,884 shares; 2025Q3: 25,715 shares; 2025Q4: 26,573 shares 26,573 $2.85M 0.33% +858 Timeline SCHZ 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: 41,230 shares; 2024Q4: 93,882 shares; 2025Q1: 100,471 shares; 2025Q2: 98,517 shares; 2025Q3: 102,782 shares; 2025Q4: 116,262 shares 116,262 $2.72M 0.31% +13,480 Timeline AGZ 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: 28,064 shares; 2024Q4: 28,347 shares; 2025Q1: 29,071 shares; 2025Q2: 29,051 shares; 2025Q3: 29,158 shares; 2025Q4: 23,757 shares 23,757 $2.62M 0.3% -5,401 Timeline GUNR 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: 70,632 shares; 2024Q4: 61,149 shares; 2025Q1: 53,671 shares; 2025Q2: 53,592 shares; 2025Q3: 53,432 shares; 2025Q4: 53,211 shares 53,211 $2.44M 0.28% -221 Timeline VCIT 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: 16,803 shares; 2024Q4: 19,737 shares; 2025Q1: 21,773 shares; 2025Q2: 22,798 shares; 2025Q3: 26,236 shares; 2025Q4: 28,812 shares 28,812 $2.41M 0.28% +2,576 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: 36,409 shares; 2024Q4: 37,414 shares; 2025Q1: 38,570 shares; 2025Q2: 38,919 shares; 2025Q3: 38,761 shares; 2025Q4: 33,594 shares 33,594 $2.35M 0.27% -5,167 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: 3,588 shares; 2024Q4: 3,739 shares; 2025Q1: 3,821 shares; 2025Q2: 3,851 shares; 2025Q3: 3,833 shares; 2025Q4: 4,013 shares 4,013 $2.29M 0.26% +180 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: 3,911 shares; 2024Q4: 5,986 shares; 2025Q1: 6,109 shares; 2025Q2: 6,090 shares; 2025Q3: 6,025 shares; 2025Q4: 5,951 shares 5,951 $2.09M 0.24% -74 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: 21,533 shares; 2024Q4: 27,532 shares; 2025Q1: 28,140 shares; 2025Q2: 27,152 shares; 2025Q3: 27,041 shares; 2025Q4: 24,675 shares 24,675 $1.9M 0.22% -2,366 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: 9,116 shares; 2024Q4: 6,314 shares; 2025Q1: 8,610 shares; 2025Q2: 8,589 shares; 2025Q3: 9,018 shares; 2025Q4: 9,085 shares 9,085 $1.88M 0.22% +67 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: 106,737 shares; 2024Q4: 108,109 shares; 2025Q1: 107,952 shares; 2025Q2: 106,343 shares; 2025Q3: 106,411 shares; 2025Q4: 67,692 shares 67,692 $1.86M 0.21% -38,719 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: 14,438 shares; 2024Q4: 14,800 shares; 2025Q1: 15,718 shares; 2025Q2: 14,942 shares; 2025Q3: 15,155 shares; 2025Q4: 15,257 shares 15,257 $1.84M 0.21% +102 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,480 shares; 2024Q4: 21,106 shares; 2025Q1: 21,006 shares; 2025Q2: 20,505 shares; 2025Q3: 20,855 shares; 2025Q4: 20,881 shares 20,881 $1.8M 0.21% +26 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,086 shares; 2024Q4: 40,086 shares; 2025Q1: 40,086 shares; 2025Q2: 40,086 shares; 2025Q3: 36,771 shares; 2025Q4: 36,771 shares 36,771 $1.76M 0.2% 0 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,980 shares; 2024Q4: 49,366 shares; 2025Q1: 53,501 shares; 2025Q2: 53,026 shares; 2025Q3: 53,090 shares; 2025Q4: 53,810 shares 53,810 $1.75M 0.2% +720 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: 7,579 shares; 2024Q4: 8,836 shares; 2025Q1: 9,048 shares; 2025Q2: 9,109 shares; 2025Q3: 9,187 shares; 2025Q4: 8,924 shares 8,924 $1.74M 0.2% -263 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,241 shares; 2024Q4: 19,292 shares; 2025Q1: 19,311 shares; 2025Q2: 19,291 shares; 2025Q3: 19,323 shares; 2025Q4: 19,255 shares 19,255 $1.72M 0.2% -68 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,400 shares; 2024Q4: 4,400 shares; 2025Q1: 4,000 shares; 2025Q2: 4,348 shares; 2025Q3: 4,348 shares; 2025Q4: 4,348 shares 4,348 $1.68M 0.19% 0 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,604 shares; 2024Q4: 51,307 shares; 2025Q1: 65,943 shares; 2025Q2: 55,658 shares; 2025Q3: 56,102 shares; 2025Q4: 55,180 shares 55,180 $1.66M 0.19% -922 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: 20,198 shares; 2024Q4: 19,901 shares; 2025Q1: 21,661 shares; 2025Q2: 21,674 shares; 2025Q3: 21,890 shares; 2025Q4: 20,527 shares 20,527 $1.64M 0.19% -1,363 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: 1,829 shares; 2024Q4: 1,911 shares; 2025Q1: 1,995 shares; 2025Q2: 1,988 shares; 2025Q3: 1,937 shares; 2025Q4: 1,875 shares 1,875 $1.62M 0.19% -62 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,315 shares; 2024Q4: 12,315 shares; 2025Q1: 12,315 shares; 2025Q2: 12,315 shares; 2025Q3: 12,315 shares; 2025Q4: 12,315 shares 12,315 $1.52M 0.17% 0 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,009 shares; 2024Q4: 54,959 shares; 2025Q1: 40,747 shares; 2025Q2: 42,088 shares; 2025Q3: 44,087 shares; 2025Q4: 46,339 shares 46,339 $1.52M 0.17% +2,252 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: not reported; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares 2 $1.51M 0.17% 0 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: 3,056 shares; 2024Q4: 4,460 shares; 2025Q1: 4,559 shares; 2025Q2: 4,496 shares; 2025Q3: 4,622 shares; 2025Q4: 4,268 shares 4,268 $1.47M 0.17% -354 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: 2,372 shares; 2024Q4: 2,429 shares; 2025Q1: 2,609 shares; 2025Q2: 2,538 shares; 2025Q3: 2,551 shares; 2025Q4: 2,561 shares 2,561 $1.47M 0.17% +10 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: 2,969 shares; 2024Q4: 2,969 shares; 2025Q1: 3,067 shares; 2025Q2: 3,067 shares; 2025Q3: 3,060 shares; 2025Q4: 2,999 shares 2,999 $1.46M 0.17% -61 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,870 shares; 2024Q4: 7,468 shares; 2025Q1: 7,611 shares; 2025Q2: 7,470 shares; 2025Q3: 7,470 shares; 2025Q4: 7,453 shares 7,453 $1.44M 0.17% -17 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,223 shares; 2024Q4: 25,412 shares; 2025Q1: 25,116 shares; 2025Q2: 24,288 shares; 2025Q3: 24,301 shares; 2025Q4: 24,315 shares 24,315 $1.42M 0.16% +14 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: 2,594 shares; 2024Q4: 7,237 shares; 2025Q1: 7,496 shares; 2025Q2: 7,896 shares; 2025Q3: 7,932 shares; 2025Q4: 7,950 shares 7,950 $1.41M 0.16% +18 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: 17,074 shares; 2024Q4: 15,946 shares; 2025Q1: 15,566 shares; 2025Q2: 15,492 shares; 2025Q3: 15,492 shares; 2025Q4: 14,754 shares 14,754 $1.39M 0.16% -738 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: 8,475 shares; 2024Q4: 9,293 shares; 2025Q1: 9,496 shares; 2025Q2: 8,523 shares; 2025Q3: 9,277 shares; 2025Q4: 9,063 shares 9,063 $1.38M 0.16% -214 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: 6,760 shares; 2024Q4: 6,947 shares; 2025Q1: 7,290 shares; 2025Q2: 7,397 shares; 2025Q3: 7,427 shares; 2025Q4: 7,443 shares 7,443 $1.37M 0.16% +16 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: 9,724 shares; 2024Q4: 10,204 shares; 2025Q1: 10,395 shares; 2025Q2: 10,288 shares; 2025Q3: 10,093 shares; 2025Q4: 9,434 shares 9,434 $1.35M 0.16% -659 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: 9,090 shares; 2024Q4: 9,059 shares; 2025Q1: 8,937 shares; 2025Q2: 8,447 shares; 2025Q3: 7,948 shares; 2025Q4: 6,201 shares 6,201 $1.31M 0.15% -1,747 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: 7,657 shares; 2024Q4: 8,023 shares; 2025Q1: 8,368 shares; 2025Q2: 8,529 shares; 2025Q3: 8,455 shares; 2025Q4: 7,982 shares 7,982 $1.28M 0.15% -473 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: 53,994 shares; 2024Q4: 41,734 shares; 2025Q1: 41,535 shares; 2025Q2: 39,802 shares; 2025Q3: 40,045 shares; 2025Q4: 40,133 shares 40,133 $1.23M 0.14% +88 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: 3,560 shares; 2024Q4: 3,581 shares; 2025Q1: 3,740 shares; 2025Q2: 3,662 shares; 2025Q3: 3,670 shares; 2025Q4: 3,726 shares 3,726 $1.22M 0.14% +56 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,047 shares; 2024Q4: 5,049 shares; 2025Q1: 6,561 shares; 2025Q2: 6,561 shares; 2025Q3: 6,332 shares; 2025Q4: 6,225 shares 6,225 $1.19M 0.14% -107 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,753 shares; 2024Q4: 5,743 shares; 2025Q1: 5,743 shares; 2025Q2: 5,690 shares; 2025Q3: 5,562 shares; 2025Q4: 5,562 shares 5,562 $1.17M 0.14% 0 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,082 shares; 2024Q4: 10,141 shares; 2025Q1: 10,201 shares; 2025Q2: 10,262 shares; 2025Q3: 10,245 shares; 2025Q4: 10,245 shares 10,245 $1.13M 0.13% 0 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: 3,320 shares; 2024Q4: 3,285 shares; 2025Q1: 2,765 shares; 2025Q2: 2,508 shares; 2025Q3: 2,508 shares; 2025Q4: 3,596 shares 3,596 $1.13M 0.13% +1,088 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,428 shares; 2024Q4: 11,522 shares; 2025Q1: 11,298 shares; 2025Q2: 11,175 shares; 2025Q3: 14,004 shares; 2025Q4: 13,918 shares 13,918 $1.1M 0.13% -86 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,983 shares; 2024Q4: 6,847 shares; 2025Q1: 6,807 shares; 2025Q2: 6,820 shares; 2025Q3: 7,178 shares; 2025Q4: 7,729 shares 7,729 $1.09M 0.13% +551 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: 42,845 shares; 2024Q4: 42,983 shares; 2025Q1: 43,478 shares; 2025Q2: 43,761 shares; 2025Q3: 43,670 shares; 2025Q4: 43,411 shares 43,411 $1.08M 0.12% -259 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,286 shares; 2025Q2: 6,249 shares; 2025Q3: 6,258 shares; 2025Q4: 6,292 shares 6,292 $1.08M 0.12% +34 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: 10,603 shares; 2024Q4: 11,025 shares; 2025Q1: 10,954 shares; 2025Q2: 9,475 shares; 2025Q3: 9,779 shares; 2025Q4: 10,204 shares 10,204 $1.07M 0.12% +425 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,524 shares; 2024Q4: 10,779 shares; 2025Q1: 16,482 shares; 2025Q2: 17,096 shares; 2025Q3: 16,033 shares; 2025Q4: 17,905 shares 17,905 $1.04M 0.12% +1,872 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: 3,845 shares; 2024Q4: 4,065 shares; 2025Q1: 4,448 shares; 2025Q2: 4,412 shares; 2025Q3: 4,494 shares; 2025Q4: 4,504 shares 4,504 $1.03M 0.12% +10 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: 7,988 shares; 2024Q4: 10,206 shares; 2025Q1: 10,910 shares; 2025Q2: 10,424 shares; 2025Q3: 10,515 shares; 2025Q4: 10,517 shares 10,517 $1.01M 0.12% +2 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: 3,325 shares; 2024Q4: 3,525 shares; 2025Q1: 3,525 shares; 2025Q2: 3,405 shares; 2025Q3: 3,305 shares; 2025Q4: 3,305 shares 3,305 $1M 0.12% 0 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: 42 shares; 2024Q4: 1,090 shares; 2025Q1: 1,153 shares; 2025Q2: 1,125 shares; 2025Q3: 1,134 shares; 2025Q4: 1,137 shares 1,137 $1000K 0.11% +3 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: 7,924 shares; 2024Q4: 7,935 shares; 2025Q1: 9,066 shares; 2025Q2: 9,199 shares; 2025Q3: 9,222 shares; 2025Q4: 11,112 shares 11,112 $983K 0.11% +1,890 Timeline SPHD 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: 7,617 shares; 2024Q4: 19,650 shares; 2025Q1: 21,444 shares; 2025Q2: 21,365 shares; 2025Q3: 21,316 shares; 2025Q4: 20,440 shares 20,440 $981K 0.11% -876 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: 11,532 shares; 2024Q4: 11,644 shares; 2025Q1: 12,007 shares; 2025Q2: 12,112 shares; 2025Q3: 11,947 shares; 2025Q4: 12,046 shares 12,046 $967K 0.11% +99 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: 905 shares; 2024Q4: 982 shares; 2025Q1: 1,035 shares; 2025Q2: 1,033 shares; 2025Q3: 1,043 shares; 2025Q4: 10,235 shares 10,235 $960K 0.11% +9,192 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: 10,918 shares; 2024Q4: 10,918 shares; 2025Q1: 10,918 shares; 2025Q2: 10,648 shares; 2025Q3: 10,648 shares; 2025Q4: 10,648 shares 10,648 $958K 0.11% 0 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,580 shares; 2024Q4: 10,580 shares; 2025Q1: 10,584 shares; 2025Q2: 10,588 shares; 2025Q3: 10,593 shares; 2025Q4: 10,597 shares 10,597 $948K 0.11% +4 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,645 shares; 2024Q4: 6,159 shares; 2025Q1: 9,346 shares; 2025Q2: 9,346 shares; 2025Q3: 9,421 shares; 2025Q4: 8,602 shares 8,602 $918K 0.11% -819 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: 6,957 shares; 2024Q4: 7,372 shares; 2025Q1: 7,555 shares; 2025Q2: 7,681 shares; 2025Q3: 7,343 shares; 2025Q4: 7,172 shares 7,172 $899K 0.1% -171 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,530 shares; 2024Q4: 33,204 shares; 2025Q1: 31,207 shares; 2025Q2: 31,393 shares; 2025Q3: 27,356 shares; 2025Q4: 26,930 shares 26,930 $882K 0.1% -426 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: 7,024 shares; 2024Q4: 7,392 shares; 2025Q1: 7,325 shares; 2025Q2: 7,332 shares; 2025Q3: 7,411 shares; 2025Q4: 7,374 shares 7,374 $860K 0.1% -37 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,377 shares; 2024Q4: 1,446 shares; 2025Q1: 1,530 shares; 2025Q2: 1,299 shares; 2025Q3: 1,465 shares; 2025Q4: 1,471 shares 1,471 $853K 0.1% +6 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,495 shares; 2024Q4: 1,495 shares; 2025Q1: 1,495 shares; 2025Q2: 1,495 shares; 2025Q3: 7,982 shares; 2025Q4: 14,113 shares 14,113 $840K 0.1% +6,131 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: 4,183 shares; 2024Q4: 4,183 shares; 2025Q1: 4,183 shares; 2025Q2: 4,183 shares; 2025Q3: 3,948 shares; 2025Q4: 3,948 shares 3,948 $830K 0.1% 0 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,041 shares; 2024Q4: 27,327 shares; 2025Q1: 26,961 shares; 2025Q2: 28,853 shares; 2025Q3: 28,885 shares; 2025Q4: 28,929 shares 28,929 $824K 0.09% +44 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: 596 shares; 2024Q4: 7,335 shares; 2025Q1: 7,558 shares; 2025Q2: 7,774 shares; 2025Q3: 7,775 shares; 2025Q4: 7,729 shares 7,729 $772K 0.09% -46 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: 653 shares; 2024Q4: 2,635 shares; 2025Q1: 3,158 shares; 2025Q2: 4,020 shares; 2025Q3: 3,996 shares; 2025Q4: 4,442 shares 4,442 $772K 0.09% +446 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,116 shares; 2024Q4: 6,240 shares; 2025Q1: 6,349 shares; 2025Q2: 6,138 shares; 2025Q3: 6,208 shares; 2025Q4: 6,168 shares 6,168 $770K 0.09% -40 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: 3,627 shares; 2024Q4: 3,627 shares; 2025Q1: 3,627 shares; 2025Q2: 3,627 shares; 2025Q3: 3,627 shares; 2025Q4: 3,627 shares 3,627 $769K 0.09% 0 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,184 shares; 2024Q4: 2,213 shares; 2025Q1: 2,222 shares; 2025Q2: 2,256 shares; 2025Q3: 2,276 shares; 2025Q4: 2,282 shares 2,282 $768K 0.09% +6 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: 5,722 shares; 2024Q4: 5,722 shares; 2025Q1: 5,542 shares; 2025Q2: 5,542 shares; 2025Q3: 5,542 shares; 2025Q4: 5,542 shares 5,542 $764K 0.09% 0 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,501 shares; 2024Q4: 1,502 shares; 2025Q1: 1,363 shares; 2025Q2: 1,458 shares; 2025Q3: 1,822 shares; 2025Q4: 1,823 shares 1,823 $753K 0.09% +1 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: 4,350 shares; 2024Q4: 4,402 shares; 2025Q1: 4,312 shares; 2025Q2: 4,515 shares; 2025Q3: 4,509 shares; 2025Q4: 4,569 shares 4,569 $743K 0.09% +60 Timeline FNDA 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: 14,196 shares; 2024Q4: 28,466 shares; 2025Q1: 25,706 shares; 2025Q2: 25,715 shares; 2025Q3: 23,444 shares; 2025Q4: 23,479 shares 23,479 $740K 0.09% +35 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: 1,962 shares; 2024Q4: 2,061 shares; 2025Q1: 2,385 shares; 2025Q2: 2,382 shares; 2025Q3: 2,391 shares; 2025Q4: 2,399 shares 2,399 $739K 0.08% +8 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: 3,436 shares; 2024Q4: 3,436 shares; 2025Q1: 2,201 shares; 2025Q2: 2,201 shares; 2025Q3: 2,201 shares; 2025Q4: 1,816 shares 1,816 $720K 0.08% -385 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: 8,329 shares; 2024Q4: 3,372 shares; 2025Q1: 3,661 shares; 2025Q2: 3,170 shares; 2025Q3: 3,364 shares; 2025Q4: 3,357 shares 3,357 $719K 0.08% -7 Timeline ITA 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: 3,320 shares; 2025Q1: 3,320 shares; 2025Q2: 3,320 shares; 2025Q3: 3,320 shares; 2025Q4: 3,320 shares 3,320 $713K 0.08% 0 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,631 shares; 2025Q1: 12,015 shares; 2025Q2: 12,227 shares; 2025Q3: 14,166 shares; 2025Q4: 14,081 shares 14,081 $712K 0.08% -85 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,638 shares; 2024Q4: 13,878 shares; 2025Q1: 11,193 shares; 2025Q2: 11,011 shares; 2025Q3: 10,476 shares; 2025Q4: 10,543 shares 10,543 $709K 0.08% +67 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: 1,876 shares; 2024Q4: 2,115 shares; 2025Q1: 2,730 shares; 2025Q2: 2,396 shares; 2025Q3: 2,356 shares; 2025Q4: 2,389 shares 2,389 $708K 0.08% +33 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,548 shares; 2024Q4: 1,561 shares; 2025Q1: 1,557 shares; 2025Q2: 1,582 shares; 2025Q3: 1,509 shares; 2025Q4: 1,449 shares 1,449 $701K 0.08% -60 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: 3,001 shares; 2024Q4: 3,028 shares; 2025Q1: 3,157 shares; 2025Q2: 3,003 shares; 2025Q3: 2,974 shares; 2025Q4: 2,975 shares 2,975 $688K 0.08% +1 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,190 shares; 2024Q4: 1,995 shares; 2025Q1: 8,705 shares; 2025Q2: 6,896 shares; 2025Q3: 7,149 shares; 2025Q4: 7,460 shares 7,460 $682K 0.08% +311 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: 4,174 shares; 2024Q4: 4,246 shares; 2025Q1: 4,466 shares; 2025Q2: 4,279 shares; 2025Q3: 4,296 shares; 2025Q4: 4,257 shares 4,257 $682K 0.08% -39 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,048 shares; 2025Q2: 24,505 shares; 2025Q3: 23,277 shares; 2025Q4: 20,717 shares 20,717 $681K 0.08% -2,560 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: 844 shares; 2024Q4: 850 shares; 2025Q1: 845 shares; 2025Q2: 873 shares; 2025Q3: 818 shares; 2025Q4: 812 shares 812 $657K 0.08% -6 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: 1,538 shares; 2024Q4: 1,488 shares; 2025Q1: 1,318 shares; 2025Q2: 1,218 shares; 2025Q3: 901 shares; 2025Q4: 945 shares 945 $644K 0.07% +44 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,428 shares; 2024Q4: 37,428 shares; 2025Q1: 37,456 shares; 2025Q2: 37,464 shares; 2025Q3: 37,464 shares; 2025Q4: 37,481 shares 37,481 $641K 0.07% +17 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: 4,094 shares; 2024Q4: 4,005 shares; 2025Q1: 4,610 shares; 2025Q2: 4,171 shares; 2025Q3: 4,715 shares; 2025Q4: 4,435 shares 4,435 $636K 0.07% -280 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: 3,164 shares; 2024Q4: 3,261 shares; 2025Q1: 3,272 shares; 2025Q2: 3,477 shares; 2025Q3: 2,824 shares; 2025Q4: 2,778 shares 2,778 $636K 0.07% -46 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: 6,138 shares; 2024Q4: 7,375 shares; 2025Q1: 8,932 shares; 2025Q2: 8,707 shares; 2025Q3: 9,187 shares; 2025Q4: 11,393 shares 11,393 $627K 0.07% +2,206 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: 2,969 shares; 2024Q4: 3,089 shares; 2025Q1: 3,449 shares; 2025Q2: 3,462 shares; 2025Q3: 3,383 shares; 2025Q4: 3,559 shares 3,559 $609K 0.07% +176 Timeline GSEW GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,399 shares; 2024Q4: 5,844 shares; 2025Q1: 7,839 shares; 2025Q2: 7,843 shares; 2025Q3: 7,773 shares; 2025Q4: 7,086 shares 7,086 $603K 0.07% -687 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: 782 shares; 2024Q4: 3,136 shares; 2025Q1: 3,141 shares; 2025Q2: 3,153 shares; 2025Q3: 3,142 shares; 2025Q4: 3,093 shares 3,093 $601K 0.07% -49 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: 5,143 shares; 2024Q4: 5,969 shares; 2025Q1: 6,571 shares; 2025Q2: 6,386 shares; 2025Q3: 6,444 shares; 2025Q4: 6,425 shares 6,425 $599K 0.07% -19 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: 5,200 shares; 2024Q4: 5,035 shares; 2025Q1: 5,184 shares; 2025Q2: 5,150 shares; 2025Q3: 5,170 shares; 2025Q4: 5,083 shares 5,083 $596K 0.07% -87 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: 2,394 shares; 2024Q4: 3,934 shares; 2025Q1: 4,796 shares; 2025Q2: 4,767 shares; 2025Q3: 4,966 shares; 2025Q4: 4,963 shares 4,963 $592K 0.07% -3 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: 7,516 shares; 2024Q4: 7,633 shares; 2025Q1: 7,655 shares; 2025Q2: 7,708 shares; 2025Q3: 7,744 shares; 2025Q4: 7,871 shares 7,871 $579K 0.07% +127 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,520 shares; 2024Q4: 16,705 shares; 2025Q1: 16,738 shares; 2025Q2: 16,788 shares; 2025Q3: 16,838 shares; 2025Q4: 22,215 shares 22,215 $565K 0.07% +5,377 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,839 shares; 2024Q4: 5,982 shares; 2025Q1: 5,982 shares; 2025Q2: 5,982 shares; 2025Q3: 5,982 shares; 2025Q4: 5,982 shares 5,982 $563K 0.06% 0 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: 1,946 shares; 2024Q4: 2,008 shares; 2025Q1: 2,170 shares; 2025Q2: 2,175 shares; 2025Q3: 2,169 shares; 2025Q4: 2,180 shares 2,180 $560K 0.06% +11 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,545 shares; 2024Q4: 8,651 shares; 2025Q1: 15,316 shares; 2025Q2: 10,205 shares; 2025Q3: 9,005 shares; 2025Q4: 11,023 shares 11,023 $554K 0.06% +2,018 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: 1,570 shares; 2024Q4: 1,660 shares; 2025Q1: 1,702 shares; 2025Q2: 1,740 shares; 2025Q3: 1,749 shares; 2025Q4: 1,740 shares 1,740 $554K 0.06% -9 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: 9,937 shares; 2024Q4: 10,097 shares; 2025Q1: 9,926 shares; 2025Q2: 10,198 shares; 2025Q3: 9,782 shares; 2025Q4: 9,573 shares 9,573 $552K 0.06% -209 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: 1,608 shares; 2024Q4: 1,760 shares; 2025Q1: 1,793 shares; 2025Q2: 1,846 shares; 2025Q3: 1,836 shares; 2025Q4: 1,779 shares 1,779 $544K 0.06% -57 Timeline EIPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,308 shares; 2024Q4: 25,505 shares; 2025Q1: 20,003 shares; 2025Q2: 20,179 shares; 2025Q3: 20,350 shares; 2025Q4: 20,507 shares 20,507 $542K 0.06% +157 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: 1,315 shares; 2024Q4: 1,366 shares; 2025Q1: 1,446 shares; 2025Q2: 2,199 shares; 2025Q3: 2,214 shares; 2025Q4: 2,226 shares 2,226 $539K 0.06% +12 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: 2,322 shares; 2024Q4: 2,422 shares; 2025Q1: 2,462 shares; 2025Q2: 1,693 shares; 2025Q3: 2,084 shares; 2025Q4: 1,603 shares 1,603 $529K 0.06% -481 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,115 shares; 2024Q4: 10,785 shares; 2025Q1: 10,785 shares; 2025Q2: 10,785 shares; 2025Q3: 10,785 shares; 2025Q4: 10,785 shares 10,785 $520K 0.06% 0 Timeline IBDY 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: 19,662 shares; 2024Q4: 19,662 shares; 2025Q1: 19,662 shares; 2025Q2: 19,662 shares; 2025Q3: 19,662 shares; 2025Q4: 19,662 shares 19,662 $514K 0.06% 0 Timeline PDFS PDF SOLUTIONS INC More: the full row for PDF SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,774 shares 17,774 $507K 0.06% new 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: 2,070 shares; 2024Q4: 2,119 shares; 2025Q1: 2,155 shares; 2025Q2: 2,178 shares; 2025Q3: 2,245 shares; 2025Q4: 2,306 shares 2,306 $507K 0.06% +61 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: 24,925 shares; 2024Q4: 24,391 shares; 2025Q1: 23,058 shares; 2025Q2: 22,418 shares; 2025Q3: 21,853 shares; 2025Q4: 16,831 shares 16,831 $503K 0.06% -5,022 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: 451 shares; 2024Q4: 468 shares; 2025Q1: 470 shares; 2025Q2: 468 shares; 2025Q3: 468 shares; 2025Q4: 468 shares 468 $501K 0.06% 0 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 366 shares; 2024Q4: 396 shares; 2025Q1: 428 shares; 2025Q2: 402 shares; 2025Q3: 402 shares; 2025Q4: 406 shares 406 $493K 0.06% +4 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: 2,876 shares; 2024Q4: 3,087 shares; 2025Q1: 3,272 shares; 2025Q2: 3,227 shares; 2025Q3: 3,116 shares; 2025Q4: 3,203 shares 3,203 $492K 0.06% +87 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: 1,058 shares; 2024Q4: 1,157 shares; 2025Q1: 1,148 shares; 2025Q2: 1,203 shares; 2025Q3: 1,307 shares; 2025Q4: 1,329 shares 1,329 $492K 0.06% +22 Timeline EZM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,235 shares; 2024Q4: 7,236 shares; 2025Q1: 7,268 shares; 2025Q2: 7,269 shares; 2025Q3: 7,309 shares; 2025Q4: 7,310 shares 7,310 $488K 0.06% +1 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,288 shares; 2024Q4: 10,305 shares; 2025Q1: 10,346 shares; 2025Q2: 10,394 shares; 2025Q3: 10,441 shares; 2025Q4: 10,477 shares 10,477 $488K 0.06% +36 Timeline BBCA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,070 shares; 2024Q4: 5,070 shares; 2025Q1: 5,197 shares; 2025Q2: 5,197 shares; 2025Q3: 5,197 shares; 2025Q4: 5,197 shares 5,197 $483K 0.06% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,687 shares; 2024Q4: 12,308 shares; 2025Q1: 12,159 shares; 2025Q2: 11,715 shares; 2025Q3: 11,599 shares; 2025Q4: 11,759 shares 11,759 $479K 0.06% +160 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,200 shares; 2024Q4: 3,220 shares; 2025Q1: 3,265 shares; 2025Q2: 3,267 shares; 2025Q3: 3,282 shares; 2025Q4: 3,288 shares 3,288 $474K 0.05% +6 Timeline BAP CREDICORP LTD More: the full row for CREDICORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,650 shares; 2024Q4: 1,650 shares; 2025Q1: 1,650 shares; 2025Q2: 1,650 shares; 2025Q3: 1,650 shares; 2025Q4: 1,650 shares 1,650 $474K 0.05% 0 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: 5,620 shares; 2024Q4: 5,648 shares; 2025Q1: 5,731 shares; 2025Q2: 5,474 shares; 2025Q3: 5,685 shares; 2025Q4: 5,035 shares 5,035 $471K 0.05% -650 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,625 shares; 2025Q1: 5,625 shares; 2025Q2: 5,625 shares; 2025Q3: 5,625 shares; 2025Q4: 5,625 shares 5,625 $466K 0.05% 0 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 484 shares; 2024Q4: 4,710 shares; 2025Q1: 6,385 shares; 2025Q2: 6,619 shares; 2025Q3: 6,281 shares; 2025Q4: 6,281 shares 6,281 $465K 0.05% 0 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: 1,330 shares; 2024Q4: 1,390 shares; 2025Q1: 1,390 shares; 2025Q2: 1,355 shares; 2025Q3: 1,356 shares; 2025Q4: 1,309 shares 1,309 $460K 0.05% -47 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: 8,724 shares; 2024Q4: 9,409 shares; 2025Q1: 9,469 shares; 2025Q2: 8,736 shares; 2025Q3: 8,959 shares; 2025Q4: 8,421 shares 8,421 $454K 0.05% -538 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 552 shares; 2024Q4: 592 shares; 2025Q1: 585 shares; 2025Q2: 603 shares; 2025Q3: 613 shares; 2025Q4: 2,945 shares 2,945 $451K 0.05% +2,332 Timeline DIOD DIODES INC More: the full row for DIODES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 8 shares; 2025Q1: not reported; 2025Q2: 14 shares; 2025Q3: 14 shares; 2025Q4: 9,014 shares 9,014 $445K 0.05% +9,000 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,295 shares; 2024Q4: 7,295 shares; 2025Q1: 7,295 shares; 2025Q2: 7,295 shares; 2025Q3: 7,295 shares; 2025Q4: 17,570 shares 17,570 $427K 0.05% +10,275 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: 11,024 shares; 2024Q4: 11,033 shares; 2025Q1: 11,033 shares; 2025Q2: 1,118 shares; 2025Q3: 1,118 shares; 2025Q4: 8,314 shares 8,314 $425K 0.05% +7,196 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: 3,352 shares; 2024Q4: 3,722 shares; 2025Q1: 5,336 shares; 2025Q2: 5,756 shares; 2025Q3: 5,553 shares; 2025Q4: 5,302 shares 5,302 $421K 0.05% -251 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: 2,791 shares; 2024Q4: 2,791 shares; 2025Q1: 2,791 shares; 2025Q2: 2,791 shares; 2025Q3: 2,844 shares; 2025Q4: 2,710 shares 2,710 $420K 0.05% -134 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 531 shares; 2024Q4: 572 shares; 2025Q1: 615 shares; 2025Q2: 636 shares; 2025Q3: 637 shares; 2025Q4: 630 shares 630 $417K 0.05% -7 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: 1,378 shares; 2024Q4: 1,341 shares; 2025Q1: 1,405 shares; 2025Q2: 1,292 shares; 2025Q3: 1,290 shares; 2025Q4: 1,182 shares 1,182 $414K 0.05% -108 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,423 shares; 2024Q4: 2,423 shares; 2025Q1: 2,423 shares; 2025Q2: 2,423 shares; 2025Q3: 2,423 shares; 2025Q4: 2,423 shares 2,423 $413K 0.05% 0 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: 1,680 shares; 2024Q4: 1,736 shares; 2025Q1: 1,631 shares; 2025Q2: 1,698 shares; 2025Q3: 1,757 shares; 2025Q4: 1,712 shares 1,712 $413K 0.05% -45 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,614 shares; 2024Q4: 1,804 shares; 2025Q1: 1,885 shares; 2025Q2: 1,764 shares; 2025Q3: 1,697 shares; 2025Q4: 1,552 shares 1,552 $411K 0.05% -145 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: 718 shares; 2024Q4: 746 shares; 2025Q1: 806 shares; 2025Q2: 801 shares; 2025Q3: 800 shares; 2025Q4: 779 shares 779 $407K 0.05% -21 Timeline JETS ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,429 shares; 2024Q4: 14,429 shares; 2025Q1: 14,429 shares; 2025Q2: 14,429 shares; 2025Q3: 14,429 shares; 2025Q4: 14,429 shares 14,429 $405K 0.05% 0 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: 478 shares; 2024Q4: 528 shares; 2025Q1: 552 shares; 2025Q2: 610 shares; 2025Q3: 612 shares; 2025Q4: 617 shares 617 $403K 0.05% +5 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: 3,249 shares; 2024Q4: 3,690 shares; 2025Q1: 3,685 shares; 2025Q2: 3,654 shares; 2025Q3: 3,628 shares; 2025Q4: 3,520 shares 3,520 $401K 0.05% -108 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,000 shares; 2024Q4: 8,000 shares; 2025Q1: 8,000 shares; 2025Q2: 8,000 shares; 2025Q3: 8,000 shares; 2025Q4: 8,000 shares 8,000 $392K 0.05% 0 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114 shares; 2024Q4: 117 shares; 2025Q1: 119 shares; 2025Q2: 120 shares; 2025Q3: 120 shares; 2025Q4: 115 shares 115 $390K 0.04% -5 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 425 shares; 2024Q4: 450 shares; 2025Q1: 469 shares; 2025Q2: 421 shares; 2025Q3: 437 shares; 2025Q4: 442 shares 442 $388K 0.04% +5 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: 3,027 shares; 2024Q4: 2,527 shares; 2025Q1: 1,915 shares; 2025Q2: 1,915 shares; 2025Q3: 1,927 shares; 2025Q4: 1,924 shares 1,924 $384K 0.04% -3 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: 2,661 shares; 2024Q4: 2,793 shares; 2025Q1: 6,614 shares; 2025Q2: 6,570 shares; 2025Q3: 6,487 shares; 2025Q4: 6,475 shares 6,475 $380K 0.04% -12 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,085 shares; 2024Q4: 4,500 shares; 2025Q1: 3,503 shares; 2025Q2: 3,503 shares; 2025Q3: 3,503 shares; 2025Q4: 3,715 shares 3,715 $377K 0.04% +212 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,197 shares; 2024Q4: 6,221 shares; 2025Q1: 6,222 shares; 2025Q2: 6,223 shares; 2025Q3: 6,224 shares; 2025Q4: 6,992 shares 6,992 $376K 0.04% +768 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,870 shares 10,870 $375K 0.04% new Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,546 shares; 2025Q2: 2,856 shares; 2025Q3: 2,891 shares; 2025Q4: 2,855 shares 2,855 $374K 0.04% -36 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,660 shares; 2024Q4: 8,909 shares; 2025Q1: 8,214 shares; 2025Q2: 7,411 shares; 2025Q3: 8,448 shares; 2025Q4: 7,962 shares 7,962 $370K 0.04% -486 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: 2,118 shares; 2024Q4: 2,302 shares; 2025Q1: 2,352 shares; 2025Q2: 2,714 shares; 2025Q3: 2,722 shares; 2025Q4: 2,730 shares 2,730 $369K 0.04% +8 Timeline ALV AUTOLIV INC More: the full row for AUTOLIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,012 shares; 2024Q4: 3,010 shares; 2025Q1: 3,000 shares; 2025Q2: 3,017 shares; 2025Q3: 3,021 shares; 2025Q4: 3,017 shares 3,017 $358K 0.04% -4 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,062 shares; 2024Q4: 4,176 shares; 2025Q1: 4,164 shares; 2025Q2: 4,210 shares; 2025Q3: 4,097 shares; 2025Q4: 4,223 shares 4,223 $356K 0.04% +126 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: 342 shares; 2025Q2: 324 shares; 2025Q3: 329 shares; 2025Q4: 330 shares 330 $353K 0.04% +1 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,136 shares; 2025Q2: 1,136 shares; 2025Q3: 1,136 shares; 2025Q4: 1,136 shares 1,136 $351K 0.04% 0 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 212 shares; 2024Q4: 212 shares; 2025Q1: 212 shares; 2025Q2: 212 shares; 2025Q3: 212 shares; 2025Q4: 7,712 shares 7,712 $351K 0.04% +7,500 Timeline IBDU 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: 4,300 shares; 2024Q4: 4,300 shares; 2025Q1: 4,300 shares; 2025Q2: 4,300 shares; 2025Q3: 4,300 shares; 2025Q4: 14,955 shares 14,955 $350K 0.04% +10,655 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,868 shares; 2024Q4: 10,873 shares; 2025Q1: 10,879 shares; 2025Q2: 10,884 shares; 2025Q3: 10,890 shares; 2025Q4: 10,896 shares 10,896 $349K 0.04% +6 Timeline AGGY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,895 shares; 2024Q4: 7,895 shares; 2025Q1: 7,895 shares; 2025Q2: 7,895 shares; 2025Q3: 7,895 shares; 2025Q4: 7,895 shares 7,895 $348K 0.04% 0 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: 5,274 shares 5,274 $345K 0.04% new 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: 936 shares; 2024Q4: 1,162 shares; 2025Q1: 1,425 shares; 2025Q2: 1,153 shares; 2025Q3: 1,142 shares; 2025Q4: 1,207 shares 1,207 $344K 0.04% +65 Timeline PAC GRUPO AEROPORTUNARIO DEL PAC More: the full row for GRUPO AEROPORTUNARIO DEL PAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,300 shares; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: 1,300 shares 1,300 $343K 0.04% 0 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,634 shares; 2024Q4: 3,600 shares; 2025Q1: 3,617 shares; 2025Q2: 3,617 shares; 2025Q3: 3,617 shares; 2025Q4: 3,617 shares 3,617 $341K 0.04% 0 Timeline SLDP SOLID POWER INC More: the full row for SOLID POWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 542,779 shares; 2024Q4: 542,779 shares; 2025Q1: 529,079 shares; 2025Q2: 529,079 shares; 2025Q3: 268,079 shares; 2025Q4: 79,243 shares 79,243 $337K 0.04% -188,836 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,149 shares; 2024Q4: 3,151 shares; 2025Q1: 3,151 shares; 2025Q2: 3,153 shares; 2025Q3: 3,063 shares; 2025Q4: 3,048 shares 3,048 $336K 0.04% -15 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,525 shares; 2024Q4: 2,525 shares; 2025Q1: 2,525 shares; 2025Q2: 2,512 shares; 2025Q3: 2,512 shares; 2025Q4: 2,512 shares 2,512 $326K 0.04% 0 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 533 shares; 2024Q4: 637 shares; 2025Q1: 678 shares; 2025Q2: 660 shares; 2025Q3: 494 shares; 2025Q4: 574 shares 574 $325K 0.04% +80 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: 873 shares; 2024Q4: 921 shares; 2025Q1: 944 shares; 2025Q2: 938 shares; 2025Q3: 986 shares; 2025Q4: 1,041 shares 1,041 $325K 0.04% +55 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: 5,813 shares; 2024Q4: 5,813 shares; 2025Q1: 5,813 shares; 2025Q2: 6,081 shares; 2025Q3: 5,926 shares; 2025Q4: 5,926 shares 5,926 $324K 0.04% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 780 shares; 2024Q4: 816 shares; 2025Q1: 860 shares; 2025Q2: 833 shares; 2025Q3: 829 shares; 2025Q4: 831 shares 831 $323K 0.04% +2 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: 851 shares; 2024Q4: 934 shares; 2025Q1: 981 shares; 2025Q2: 999 shares; 2025Q3: 1,015 shares; 2025Q4: 746 shares 746 $318K 0.04% -269 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: 2,226 shares; 2024Q4: 2,329 shares; 2025Q1: 2,359 shares; 2025Q2: 2,347 shares; 2025Q3: 2,340 shares; 2025Q4: 2,390 shares 2,390 $317K 0.04% +50 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: 716 shares; 2024Q4: 751 shares; 2025Q1: 796 shares; 2025Q2: 1,162 shares; 2025Q3: 1,211 shares; 2025Q4: 2,194 shares 2,194 $316K 0.04% +983 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,616 shares; 2024Q4: 5,964 shares; 2025Q1: 6,157 shares; 2025Q2: 6,364 shares; 2025Q3: 6,522 shares; 2025Q4: 6,405 shares 6,405 $315K 0.04% -117 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,741 shares; 2024Q4: 3,499 shares; 2025Q1: 3,569 shares; 2025Q2: 4,328 shares; 2025Q3: 4,457 shares; 2025Q4: 3,849 shares 3,849 $315K 0.04% -608 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares 5,000 $312K 0.04% 0 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: 12,015 shares; 2024Q4: 10,868 shares; 2025Q1: 5,175 shares; 2025Q2: 12,502 shares; 2025Q3: 12,915 shares; 2025Q4: 12,475 shares 12,475 $311K 0.04% -440 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: 509 shares; 2024Q4: 555 shares; 2025Q1: 574 shares; 2025Q2: 555 shares; 2025Q3: 542 shares; 2025Q4: 661 shares 661 $308K 0.04% +119 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,100 shares; 2024Q4: 1,645 shares; 2025Q1: 1,645 shares; 2025Q2: 1,645 shares; 2025Q3: 1,645 shares; 2025Q4: 1,645 shares 1,645 $304K 0.04% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,071 shares; 2024Q4: 6,543 shares; 2025Q1: 7,881 shares; 2025Q2: 7,943 shares; 2025Q3: 7,875 shares; 2025Q4: 5,561 shares 5,561 $299K 0.03% -2,314 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,529 shares; 2024Q4: 3,620 shares; 2025Q1: 3,935 shares; 2025Q2: 4,257 shares; 2025Q3: 4,257 shares; 2025Q4: 4,286 shares 4,286 $297K 0.03% +29 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,563 shares; 2024Q4: 2,323 shares; 2025Q1: 2,352 shares; 2025Q2: 2,431 shares; 2025Q3: 2,389 shares; 2025Q4: 2,394 shares 2,394 $294K 0.03% +5 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,648 shares; 2024Q4: 3,650 shares; 2025Q1: 3,650 shares; 2025Q2: 3,650 shares; 2025Q3: 3,650 shares; 2025Q4: 3,651 shares 3,651 $293K 0.03% +1 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: 3,381 shares; 2024Q4: 2,530 shares; 2025Q1: 2,424 shares; 2025Q2: 2,435 shares; 2025Q3: 2,440 shares; 2025Q4: 2,439 shares 2,439 $292K 0.03% -1 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,400 shares; 2024Q4: 2,270 shares; 2025Q1: 1,980 shares; 2025Q2: 1,980 shares; 2025Q3: 2,028 shares; 2025Q4: 2,028 shares 2,028 $291K 0.03% 0 Timeline SCHO 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: 6,030 shares; 2024Q4: 10,849 shares; 2025Q1: 10,713 shares; 2025Q2: 10,728 shares; 2025Q3: 11,994 shares; 2025Q4: 11,813 shares 11,813 $288K 0.03% -181 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,740 shares; 2024Q4: 2,711 shares; 2025Q1: 2,757 shares; 2025Q2: 2,580 shares; 2025Q3: 2,609 shares; 2025Q4: 2,608 shares 2,608 $288K 0.03% -1 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: 2,066 shares; 2024Q4: 2,191 shares; 2025Q1: 2,218 shares; 2025Q2: 2,037 shares; 2025Q3: 925 shares; 2025Q4: 1,051 shares 1,051 $282K 0.03% +126 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: 1,347 shares; 2024Q4: 1,334 shares; 2025Q1: 1,416 shares; 2025Q2: 1,445 shares; 2025Q3: 1,257 shares; 2025Q4: 1,023 shares 1,023 $282K 0.03% -234 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: 584 shares; 2024Q4: 584 shares; 2025Q1: 584 shares; 2025Q2: 584 shares; 2025Q3: 584 shares; 2025Q4: 584 shares 584 $276K 0.03% 0 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 464 shares; 2024Q4: 483 shares; 2025Q1: 498 shares; 2025Q2: 504 shares; 2025Q3: 524 shares; 2025Q4: 535 shares 535 $273K 0.03% +11 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,425 shares; 2024Q4: 2,717 shares; 2025Q1: 2,817 shares; 2025Q2: 2,678 shares; 2025Q3: 2,668 shares; 2025Q4: 2,673 shares 2,673 $267K 0.03% +5 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,681 shares 2,681 $267K 0.03% new 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: 2,648 shares; 2024Q4: 2,663 shares; 2025Q1: 2,590 shares; 2025Q2: 2,761 shares; 2025Q3: 2,564 shares; 2025Q4: 2,729 shares 2,729 $267K 0.03% +165 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: 12,331 shares; 2024Q4: 12,331 shares; 2025Q1: 12,331 shares; 2025Q2: 12,585 shares; 2025Q3: 12,800 shares; 2025Q4: 12,800 shares 12,800 $264K 0.03% 0 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,551 shares; 2024Q4: 1,615 shares; 2025Q1: 1,692 shares; 2025Q2: 1,687 shares; 2025Q3: 1,666 shares; 2025Q4: 1,624 shares 1,624 $263K 0.03% -42 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 462 shares; 2024Q4: 475 shares; 2025Q1: 538 shares; 2025Q2: 557 shares; 2025Q3: 559 shares; 2025Q4: 562 shares 562 $262K 0.03% +3 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,314 shares; 2024Q4: 1,399 shares; 2025Q1: 1,453 shares; 2025Q2: 1,489 shares; 2025Q3: 1,430 shares; 2025Q4: 1,394 shares 1,394 $262K 0.03% -36 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 558 shares; 2025Q1: 2,762 shares; 2025Q2: 2,390 shares; 2025Q3: 2,390 shares; 2025Q4: 2,267 shares 2,267 $258K 0.03% -123 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,200 shares; 2024Q4: 3,200 shares; 2025Q1: 3,200 shares; 2025Q2: 3,200 shares; 2025Q3: 3,200 shares; 2025Q4: 3,200 shares 3,200 $256K 0.03% 0 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,620 shares; 2025Q1: 5,848 shares; 2025Q2: 5,899 shares; 2025Q3: 5,947 shares; 2025Q4: 6,011 shares 6,011 $256K 0.03% +64 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: 1,690 shares; 2024Q4: 2,603 shares; 2025Q1: 2,424 shares; 2025Q2: 2,570 shares; 2025Q3: 1,967 shares; 2025Q4: 2,563 shares 2,563 $254K 0.03% +596 Timeline SCHY 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: 21,603 shares; 2024Q4: 20,518 shares; 2025Q1: 8,469 shares; 2025Q2: 8,484 shares; 2025Q3: 8,495 shares; 2025Q4: 8,508 shares 8,508 $254K 0.03% +13 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: 2,936 shares; 2024Q4: 3,040 shares; 2025Q1: 3,219 shares; 2025Q2: 2,976 shares; 2025Q3: 2,932 shares; 2025Q4: 3,193 shares 3,193 $252K 0.03% +261 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,207 shares; 2024Q4: 1,261 shares; 2025Q1: 1,135 shares; 2025Q2: 1,199 shares; 2025Q3: 1,201 shares; 2025Q4: 1,202 shares 1,202 $251K 0.03% +1 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41 shares; 2024Q4: 54 shares; 2025Q1: 54 shares; 2025Q2: 51 shares; 2025Q3: 52 shares; 2025Q4: 46 shares 46 $246K 0.03% -6 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: 3,716 shares 3,716 $243K 0.03% new Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 909 shares; 2024Q4: 912 shares; 2025Q1: 909 shares; 2025Q2: 3,772 shares; 2025Q3: 3,772 shares; 2025Q4: 3,780 shares 3,780 $243K 0.03% +8 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 849 shares; 2024Q4: 926 shares; 2025Q1: 1,011 shares; 2025Q2: 1,053 shares; 2025Q3: 969 shares; 2025Q4: 1,062 shares 1,062 $242K 0.03% +93 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: 1,363 shares; 2024Q4: 1,547 shares; 2025Q1: 1,569 shares; 2025Q2: 1,603 shares; 2025Q3: 1,540 shares; 2025Q4: 1,239 shares 1,239 $242K 0.03% -301 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: 1,940 shares; 2024Q4: 2,421 shares; 2025Q1: 2,668 shares; 2025Q2: 2,646 shares; 2025Q3: 2,695 shares; 2025Q4: 2,480 shares 2,480 $236K 0.03% -215 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 535 shares; 2024Q4: 589 shares; 2025Q1: 610 shares; 2025Q2: 661 shares; 2025Q3: 661 shares; 2025Q4: 669 shares 669 $236K 0.03% +8 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: 4,354 shares; 2024Q4: 4,665 shares; 2025Q1: 4,550 shares; 2025Q2: 4,378 shares; 2025Q3: 4,380 shares; 2025Q4: 4,403 shares 4,403 $235K 0.03% +23 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: 1,988 shares; 2024Q4: 2,096 shares; 2025Q1: 2,137 shares; 2025Q2: 2,164 shares; 2025Q3: 2,164 shares; 2025Q4: 2,034 shares 2,034 $235K 0.03% -130 Timeline VUSB 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: 4,172 shares; 2024Q4: 4,172 shares; 2025Q1: 4,071 shares; 2025Q2: 4,683 shares; 2025Q3: 4,683 shares; 2025Q4: 4,683 shares 4,683 $233K 0.03% 0 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,615 shares; 2024Q4: 5,424 shares; 2025Q1: 5,306 shares; 2025Q2: 5,101 shares; 2025Q3: 5,099 shares; 2025Q4: 4,800 shares 4,800 $232K 0.03% -299 Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,000 shares; 2024Q4: 13,000 shares; 2025Q1: 13,000 shares; 2025Q2: 13,000 shares; 2025Q3: 13,000 shares; 2025Q4: 13,000 shares 13,000 $232K 0.03% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,052 shares; 2024Q4: 1,053 shares; 2025Q1: 935 shares; 2025Q2: 935 shares; 2025Q3: 936 shares; 2025Q4: 936 shares 936 $230K 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: 2,548 shares; 2024Q4: 2,647 shares; 2025Q1: 2,700 shares; 2025Q2: 2,682 shares; 2025Q3: 2,673 shares; 2025Q4: 2,648 shares 2,648 $227K 0.03% -25 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: 234 shares; 2024Q4: 250 shares; 2025Q1: 265 shares; 2025Q2: 268 shares; 2025Q3: 266 shares; 2025Q4: 267 shares 267 $219K 0.03% +1 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,711 shares; 2024Q4: 3,600 shares; 2025Q1: 3,642 shares; 2025Q2: 3,600 shares; 2025Q3: 3,600 shares; 2025Q4: 3,600 shares 3,600 $217K 0.02% 0 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 586 shares; 2024Q4: 440 shares; 2025Q1: 562 shares; 2025Q2: 621 shares; 2025Q3: 512 shares; 2025Q4: 618 shares 618 $217K 0.02% +106 Timeline MGA MAGNA INTL INC More: the full row for MAGNA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,056 shares; 2025Q2: 4,029 shares; 2025Q3: 4,055 shares; 2025Q4: 4,055 shares 4,055 $216K 0.02% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 554 shares; 2024Q4: 1,276 shares; 2025Q1: 1,049 shares; 2025Q2: 989 shares; 2025Q3: 989 shares; 2025Q4: 989 shares 989 $215K 0.02% 0 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,759 shares; 2024Q4: 3,403 shares; 2025Q1: 2,932 shares; 2025Q2: 3,494 shares; 2025Q3: 3,538 shares; 2025Q4: 3,731 shares 3,731 $214K 0.02% +193 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 928 shares; 2024Q4: 984 shares; 2025Q1: 1,098 shares; 2025Q2: 1,103 shares; 2025Q3: 1,142 shares; 2025Q4: 1,053 shares 1,053 $214K 0.02% -89 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,148 shares; 2024Q4: 4,307 shares; 2025Q1: 4,585 shares; 2025Q2: 4,486 shares; 2025Q3: 4,481 shares; 2025Q4: 4,503 shares 4,503 $211K 0.02% +22 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: 2,038 shares; 2024Q4: 2,124 shares; 2025Q1: 2,336 shares; 2025Q2: 2,253 shares; 2025Q3: 2,273 shares; 2025Q4: 2,385 shares 2,385 $208K 0.02% +112 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: 408 shares; 2024Q4: 435 shares; 2025Q1: 442 shares; 2025Q2: 445 shares; 2025Q3: 444 shares; 2025Q4: 416 shares 416 $204K 0.02% -28 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 436 shares; 2024Q4: 835 shares; 2025Q1: 731 shares; 2025Q2: 745 shares; 2025Q3: 746 shares; 2025Q4: 746 shares 746 $204K 0.02% 0 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,200 shares; 2024Q4: 4,200 shares; 2025Q1: 4,200 shares; 2025Q2: 4,200 shares; 2025Q3: 4,200 shares; 2025Q4: 4,200 shares 4,200 $204K 0.02% 0 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,354 shares; 2024Q4: 1,304 shares; 2025Q1: 1,621 shares; 2025Q2: 1,598 shares; 2025Q3: 1,268 shares; 2025Q4: 1,262 shares 1,262 $203K 0.02% -6 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: 1,222 shares; 2024Q4: 1,347 shares; 2025Q1: 1,591 shares; 2025Q2: 1,280 shares; 2025Q3: 1,325 shares; 2025Q4: 1,317 shares 1,317 $203K 0.02% -8 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: 707 shares; 2024Q4: 784 shares; 2025Q1: 804 shares; 2025Q2: 847 shares; 2025Q3: 835 shares; 2025Q4: 786 shares 786 $202K 0.02% -49 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178 shares; 2024Q4: 178 shares; 2025Q1: 189 shares; 2025Q2: 218 shares; 2025Q3: 219 shares; 2025Q4: 220 shares 220 $199K 0.02% +1 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 825 shares; 2024Q4: 927 shares; 2025Q1: 902 shares; 2025Q2: 907 shares; 2025Q3: 945 shares; 2025Q4: 806 shares 806 $199K 0.02% -139 Timeline EPP 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: 6,316 shares; 2024Q4: 3,916 shares; 2025Q1: 3,916 shares; 2025Q2: 3,916 shares; 2025Q3: 3,916 shares; 2025Q4: 3,916 shares 3,916 $198K 0.02% 0 Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,000 shares; 2024Q4: 80,000 shares; 2025Q1: 80,000 shares; 2025Q2: 80,000 shares; 2025Q3: 80,000 shares; 2025Q4: 80,000 shares 80,000 $198K 0.02% 0 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,184 shares; 2024Q4: 1,186 shares; 2025Q1: 1,837 shares; 2025Q2: 1,839 shares; 2025Q3: 1,918 shares; 2025Q4: 1,678 shares 1,678 $198K 0.02% -240 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: 2,849 shares; 2024Q4: 2,929 shares; 2025Q1: 3,248 shares; 2025Q2: 3,324 shares; 2025Q3: 3,384 shares; 2025Q4: 3,342 shares 3,342 $196K 0.02% -42 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: 918 shares; 2024Q4: 990 shares; 2025Q1: 991 shares; 2025Q2: 1,057 shares; 2025Q3: 1,011 shares; 2025Q4: 1,075 shares 1,075 $194K 0.02% +64 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: 1,376 shares; 2024Q4: 1,543 shares; 2025Q1: 1,777 shares; 2025Q2: 1,711 shares; 2025Q3: 1,716 shares; 2025Q4: 1,661 shares 1,661 $193K 0.02% -55 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 811 shares; 2024Q4: 853 shares; 2025Q1: 924 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 683 shares 683 $191K 0.02% -17 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 857 shares; 2024Q4: 1,069 shares; 2025Q1: 1,690 shares; 2025Q2: 1,186 shares; 2025Q3: 1,393 shares; 2025Q4: 1,490 shares 1,490 $190K 0.02% +97 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,016 shares; 2024Q4: 3,245 shares; 2025Q1: 2,888 shares; 2025Q2: 3,073 shares; 2025Q3: 2,213 shares; 2025Q4: 2,224 shares 2,224 $189K 0.02% +11 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,909 shares; 2024Q4: 1,900 shares; 2025Q1: 1,920 shares; 2025Q2: 1,910 shares; 2025Q3: 1,910 shares; 2025Q4: 1,910 shares 1,910 $189K 0.02% 0 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: 1,660 shares; 2024Q4: 1,661 shares; 2025Q1: 1,661 shares; 2025Q2: 2,123 shares; 2025Q3: 1,954 shares; 2025Q4: 1,955 shares 1,955 $188K 0.02% +1 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,100 shares; 2024Q4: 4,100 shares; 2025Q1: 4,100 shares; 2025Q2: 4,100 shares; 2025Q3: 4,100 shares; 2025Q4: 4,100 shares 4,100 $187K 0.02% 0 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: 5,485 shares; 2024Q4: 5,801 shares; 2025Q1: 4,658 shares; 2025Q2: 4,996 shares; 2025Q3: 5,173 shares; 2025Q4: 4,929 shares 4,929 $179K 0.02% -244 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 348 shares; 2024Q4: 383 shares; 2025Q1: 427 shares; 2025Q2: 382 shares; 2025Q3: 388 shares; 2025Q4: 393 shares 393 $178K 0.02% +5 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,712 shares; 2024Q4: 4,430 shares; 2025Q1: 3,227 shares; 2025Q2: 2,866 shares; 2025Q3: 2,896 shares; 2025Q4: 2,780 shares 2,780 $177K 0.02% -116 Timeline TSEM TOWER SEMICONDUCTOR LTD More: the full row for TOWER SEMICONDUCTOR LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,546 shares; 2024Q4: 1,546 shares; 2025Q1: 1,546 shares; 2025Q2: 1,523 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares 1,500 $176K 0.02% 0 Timeline STM STMICROELECTRONICS N V More: the full row for STMICROELECTRONICS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,737 shares; 2024Q4: 6,737 shares; 2025Q1: 6,782 shares; 2025Q2: 6,836 shares; 2025Q3: 6,782 shares; 2025Q4: 6,782 shares 6,782 $176K 0.02% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 961 shares; 2024Q4: 996 shares; 2025Q1: 1,129 shares; 2025Q2: 1,189 shares; 2025Q3: 966 shares; 2025Q4: 946 shares 946 $176K 0.02% -20 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,169 shares; 2024Q4: 2,244 shares; 2025Q1: 2,314 shares; 2025Q2: 2,312 shares; 2025Q3: 2,278 shares; 2025Q4: 2,223 shares 2,223 $175K 0.02% -55 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,119 shares; 2024Q4: 1,166 shares; 2025Q1: 1,176 shares; 2025Q2: 1,287 shares; 2025Q3: 1,283 shares; 2025Q4: 1,283 shares 1,283 $175K 0.02% 0 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: 1,804 shares; 2024Q4: 1,804 shares; 2025Q1: 1,804 shares; 2025Q2: 1,804 shares; 2025Q3: 1,804 shares; 2025Q4: 1,804 shares 1,804 $175K 0.02% 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: 280 shares; 2024Q4: 876 shares; 2025Q1: 1,020 shares; 2025Q2: 1,103 shares; 2025Q3: 975 shares; 2025Q4: 948 shares 948 $175K 0.02% -27 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,103 shares; 2024Q4: 2,120 shares; 2025Q1: 2,220 shares; 2025Q2: 2,219 shares; 2025Q3: 2,219 shares; 2025Q4: 2,219 shares 2,219 $174K 0.02% 0 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 494 shares; 2024Q4: 516 shares; 2025Q1: 553 shares; 2025Q2: 548 shares; 2025Q3: 504 shares; 2025Q4: 529 shares 529 $171K 0.02% +25 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103 shares; 2024Q4: 116 shares; 2025Q1: 123 shares; 2025Q2: 1,846 shares; 2025Q3: 1,873 shares; 2025Q4: 1,873 shares 1,873 $171K 0.02% 0 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,257 shares; 2024Q4: 2,832 shares; 2025Q1: 3,209 shares; 2025Q2: 3,209 shares; 2025Q3: 3,209 shares; 2025Q4: 3,209 shares 3,209 $170K 0.02% 0 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 643 shares; 2024Q4: 687 shares; 2025Q1: 774 shares; 2025Q2: 945 shares; 2025Q3: 951 shares; 2025Q4: 749 shares 749 $170K 0.02% -202 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 468 shares; 2024Q4: 486 shares; 2025Q1: 565 shares; 2025Q2: 517 shares; 2025Q3: 510 shares; 2025Q4: 440 shares 440 $169K 0.02% -70 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 535 shares; 2025Q2: 535 shares; 2025Q3: 535 shares; 2025Q4: 535 shares 535 $168K 0.02% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 230 shares; 2025Q1: 233 shares; 2025Q2: 358 shares; 2025Q3: 358 shares; 2025Q4: 358 shares 358 $168K 0.02% 0 Timeline MOO VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,605 shares; 2024Q4: 3,727 shares; 2025Q1: 2,247 shares; 2025Q2: 2,247 shares; 2025Q3: 2,247 shares; 2025Q4: 2,303 shares 2,303 $168K 0.02% +56 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: 715 shares; 2024Q4: 2,742 shares; 2025Q1: 2,671 shares; 2025Q2: 1,121 shares; 2025Q3: 897 shares; 2025Q4: 872 shares 872 $167K 0.02% -25 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: 1,433 shares; 2024Q4: 1,433 shares; 2025Q1: 634 shares; 2025Q2: 634 shares; 2025Q3: 634 shares; 2025Q4: 635 shares 635 $164K 0.02% +1 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: 1,050 shares; 2024Q4: 1,050 shares; 2025Q1: 1,126 shares; 2025Q2: 1,126 shares; 2025Q3: 1,126 shares; 2025Q4: 1,050 shares 1,050 $163K 0.02% -76 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 769 shares; 2024Q4: 770 shares; 2025Q1: 771 shares; 2025Q2: 772 shares; 2025Q3: 772 shares; 2025Q4: 773 shares 773 $162K 0.02% +1 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 207 shares; 2024Q4: 235 shares; 2025Q1: 246 shares; 2025Q2: 231 shares; 2025Q3: 236 shares; 2025Q4: 238 shares 238 $161K 0.02% +2 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 688 shares; 2024Q4: 710 shares; 2025Q1: 693 shares; 2025Q2: 748 shares; 2025Q3: 747 shares; 2025Q4: 746 shares 746 $159K 0.02% -1 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 859 shares; 2024Q4: 922 shares; 2025Q1: 979 shares; 2025Q2: 936 shares; 2025Q3: 980 shares; 2025Q4: 986 shares 986 $159K 0.02% +6 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 721 shares; 2024Q4: 722 shares; 2025Q1: 731 shares; 2025Q2: 904 shares; 2025Q3: 904 shares; 2025Q4: 911 shares 911 $157K 0.02% +7 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 950 shares; 2024Q4: 981 shares; 2025Q1: 1,052 shares; 2025Q2: 1,079 shares; 2025Q3: 1,061 shares; 2025Q4: 874 shares 874 $153K 0.02% -187 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 286 shares; 2024Q4: 312 shares; 2025Q1: 338 shares; 2025Q2: 360 shares; 2025Q3: 361 shares; 2025Q4: 362 shares 362 $153K 0.02% +1 Timeline SPLV 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: 2,088 shares; 2024Q4: 2,097 shares; 2025Q1: 2,106 shares; 2025Q2: 2,116 shares; 2025Q3: 2,127 shares; 2025Q4: 2,139 shares 2,139 $153K 0.02% +12 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 373 shares; 2024Q4: 403 shares; 2025Q1: 420 shares; 2025Q2: 401 shares; 2025Q3: 419 shares; 2025Q4: 425 shares 425 $150K 0.02% +6 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: 1,644 shares; 2024Q4: 656 shares; 2025Q1: 1,011 shares; 2025Q2: 1,473 shares; 2025Q3: 1,498 shares; 2025Q4: 1,501 shares 1,501 $150K 0.02% +3 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178 shares; 2024Q4: 193 shares; 2025Q1: 185 shares; 2025Q2: 586 shares; 2025Q3: 654 shares; 2025Q4: 659 shares 659 $149K 0.02% +5 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: 1,539 shares; 2024Q4: 1,539 shares; 2025Q1: 1,539 shares; 2025Q2: 1,539 shares; 2025Q3: 1,539 shares; 2025Q4: 1,539 shares 1,539 $148K 0.02% 0 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,127 shares; 2024Q4: 829 shares; 2025Q1: 65 shares; 2025Q2: 54 shares; 2025Q3: 2,924 shares; 2025Q4: 3,594 shares 3,594 $148K 0.02% +670 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: 578 shares; 2024Q4: 653 shares; 2025Q1: 733 shares; 2025Q2: 743 shares; 2025Q3: 776 shares; 2025Q4: 793 shares 793 $147K 0.02% +17 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,480 shares; 2024Q4: 1,480 shares; 2025Q1: 3,845 shares; 2025Q2: 3,845 shares; 2025Q3: 2,860 shares; 2025Q4: 2,860 shares 2,860 $146K 0.02% 0 Timeline CLOU 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: 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 $145K 0.02% 0 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 715 shares; 2024Q4: 873 shares; 2025Q1: 791 shares; 2025Q2: 744 shares; 2025Q3: 747 shares; 2025Q4: 784 shares 784 $145K 0.02% +37 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,663 shares; 2024Q4: 1,668 shares; 2025Q1: 1,908 shares; 2025Q2: 1,908 shares; 2025Q3: 1,908 shares; 2025Q4: 1,908 shares 1,908 $144K 0.02% 0 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 11 shares; 2025Q3: 11 shares; 2025Q4: 1,211 shares 1,211 $144K 0.02% +1,200 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: 840 shares; 2024Q4: 794 shares; 2025Q1: 847 shares; 2025Q2: 1,058 shares; 2025Q3: 1,052 shares; 2025Q4: 881 shares 881 $143K 0.02% -171 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 239 shares; 2024Q4: 252 shares; 2025Q1: 263 shares; 2025Q2: 241 shares; 2025Q3: 251 shares; 2025Q4: 247 shares 247 $142K 0.02% -4 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 595 shares; 2024Q4: 790 shares; 2025Q1: 763 shares; 2025Q2: 650 shares; 2025Q3: 648 shares; 2025Q4: 622 shares 622 $142K 0.02% -26 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: 2,249 shares; 2024Q4: 2,658 shares; 2025Q1: 4,319 shares; 2025Q2: 3,552 shares; 2025Q3: 3,630 shares; 2025Q4: 3,824 shares 3,824 $141K 0.02% +194 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 905 shares; 2024Q4: 1,066 shares; 2025Q1: 1,142 shares; 2025Q2: 1,648 shares; 2025Q3: 1,592 shares; 2025Q4: 1,597 shares 1,597 $141K 0.02% +5 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 377 shares; 2024Q4: 409 shares; 2025Q1: 398 shares; 2025Q2: 439 shares; 2025Q3: 443 shares; 2025Q4: 487 shares 487 $140K 0.02% +44 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: 207 shares; 2024Q4: 225 shares; 2025Q1: 203 shares; 2025Q2: 206 shares; 2025Q3: 226 shares; 2025Q4: 244 shares 244 $139K 0.02% +18 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: 234 shares; 2024Q4: 287 shares; 2025Q1: 339 shares; 2025Q2: 1,130 shares; 2025Q3: 1,137 shares; 2025Q4: 1,103 shares 1,103 $139K 0.02% -34 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,645 shares; 2024Q4: 1,678 shares; 2025Q1: 1,829 shares; 2025Q2: 2,055 shares; 2025Q3: 2,055 shares; 2025Q4: 2,055 shares 2,055 $139K 0.02% 0 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: 413 shares; 2024Q4: 438 shares; 2025Q1: 435 shares; 2025Q2: 462 shares; 2025Q3: 468 shares; 2025Q4: 471 shares 471 $138K 0.02% +3 Timeline ATMU ATMUS FILTRATION TECHNOLOGIE More: the full row for ATMUS FILTRATION TECHNOLOGIE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,644 shares; 2024Q4: 2,644 shares; 2025Q1: 2,644 shares; 2025Q2: 2,644 shares; 2025Q3: 2,644 shares; 2025Q4: 2,644 shares 2,644 $137K 0.02% 0 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 348 shares; 2024Q4: 376 shares; 2025Q1: 403 shares; 2025Q2: 487 shares; 2025Q3: 461 shares; 2025Q4: 460 shares 460 $136K 0.02% -1 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: 1,388 shares; 2024Q4: 1,580 shares; 2025Q1: 1,525 shares; 2025Q2: 1,507 shares; 2025Q3: 1,396 shares; 2025Q4: 1,196 shares 1,196 $134K 0.02% -200 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45 shares; 2024Q4: 86 shares; 2025Q1: 132 shares; 2025Q2: 129 shares; 2025Q3: 308 shares; 2025Q4: 196 shares 196 $132K 0.02% -112 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,082 shares; 2024Q4: 1,181 shares; 2025Q1: 1,519 shares; 2025Q2: 1,519 shares; 2025Q3: 1,618 shares; 2025Q4: 1,706 shares 1,706 $131K 0.02% +88 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,205 shares; 2024Q4: 1,217 shares; 2025Q1: 1,293 shares; 2025Q2: 1,255 shares; 2025Q3: 1,260 shares; 2025Q4: 1,269 shares 1,269 $130K 0.02% +9 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 543 shares; 2024Q4: 573 shares; 2025Q1: 607 shares; 2025Q2: 602 shares; 2025Q3: 600 shares; 2025Q4: 614 shares 614 $130K 0.01% +14 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 262 shares; 2024Q4: 295 shares; 2025Q1: 258 shares; 2025Q2: 314 shares; 2025Q3: 330 shares; 2025Q4: 277 shares 277 $130K 0.01% -53 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,695 shares; 2024Q4: 1,809 shares; 2025Q1: 1,844 shares; 2025Q2: 1,517 shares; 2025Q3: 1,566 shares; 2025Q4: 1,563 shares 1,563 $130K 0.01% -3 Timeline CNH CNH INDL N V More: the full row for CNH INDL N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,000 shares; 2024Q4: 14,000 shares; 2025Q1: 14,000 shares; 2025Q2: 14,000 shares; 2025Q3: 14,000 shares; 2025Q4: 14,000 shares 14,000 $129K 0.01% 0 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,766 shares; 2024Q4: 1,774 shares; 2025Q1: 1,780 shares; 2025Q2: 1,787 shares; 2025Q3: 1,864 shares; 2025Q4: 1,649 shares 1,649 $128K 0.01% -215 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 325 shares; 2024Q4: 325 shares; 2025Q1: 325 shares; 2025Q2: 325 shares; 2025Q3: 325 shares; 2025Q4: 325 shares 325 $128K 0.01% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 413 shares; 2024Q4: 442 shares; 2025Q1: 481 shares; 2025Q2: 496 shares; 2025Q3: 494 shares; 2025Q4: 440 shares 440 $128K 0.01% -54 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: 1,565 shares; 2024Q4: 1,565 shares; 2025Q1: 1,565 shares; 2025Q2: 1,565 shares; 2025Q3: 1,565 shares; 2025Q4: 1,565 shares 1,565 $127K 0.01% 0 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59 shares; 2024Q4: 63 shares; 2025Q1: 71 shares; 2025Q2: 74 shares; 2025Q3: 68 shares; 2025Q4: 63 shares 63 $127K 0.01% -5 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: 1,426 shares; 2024Q4: 1,426 shares; 2025Q1: 1,426 shares; 2025Q2: 1,426 shares; 2025Q3: 1,426 shares; 2025Q4: 1,426 shares 1,426 $126K 0.01% 0 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,044 shares; 2024Q4: 1,022 shares; 2025Q1: 2,022 shares; 2025Q2: 2,022 shares; 2025Q3: 2,022 shares; 2025Q4: 2,022 shares 2,022 $125K 0.01% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 440 shares; 2024Q4: 472 shares; 2025Q1: 496 shares; 2025Q2: 481 shares; 2025Q3: 483 shares; 2025Q4: 475 shares 475 $125K 0.01% -8 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,969 shares; 2024Q4: 1,969 shares; 2025Q1: 1,969 shares; 2025Q2: 1,969 shares; 2025Q3: 2,048 shares; 2025Q4: 2,675 shares 2,675 $124K 0.01% +627 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: 350 shares; 2024Q4: 388 shares; 2025Q1: 382 shares; 2025Q2: 335 shares; 2025Q3: 410 shares; 2025Q4: 430 shares 430 $124K 0.01% +20 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: 864 shares; 2024Q4: 966 shares; 2025Q1: 856 shares; 2025Q2: 942 shares; 2025Q3: 957 shares; 2025Q4: 957 shares 957 $123K 0.01% 0 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,338 shares; 2025Q3: 1,338 shares; 2025Q4: 1,338 shares 1,338 $122K 0.01% 0 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,654 shares; 2024Q4: 9,689 shares; 2025Q1: 9,706 shares; 2025Q2: 3,792 shares; 2025Q3: 2,737 shares; 2025Q4: 1,748 shares 1,748 $122K 0.01% -989 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: 552 shares; 2024Q4: 625 shares; 2025Q1: 637 shares; 2025Q2: 637 shares; 2025Q3: 632 shares; 2025Q4: 583 shares 583 $121K 0.01% -49 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: 1,659 shares; 2024Q4: 1,922 shares; 2025Q1: 1,904 shares; 2025Q2: 1,911 shares; 2025Q3: 1,967 shares; 2025Q4: 1,937 shares 1,937 $121K 0.01% -30 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,313 shares; 2024Q4: 2,620 shares; 2025Q1: 2,376 shares; 2025Q2: 2,852 shares; 2025Q3: 2,536 shares; 2025Q4: 3,267 shares 3,267 $121K 0.01% +731 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 336 shares; 2024Q4: 344 shares; 2025Q1: 462 shares; 2025Q2: 448 shares; 2025Q3: 456 shares; 2025Q4: 435 shares 435 $120K 0.01% -21 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: 1,156 shares; 2024Q4: 1,333 shares; 2025Q1: 1,171 shares; 2025Q2: 1,300 shares; 2025Q3: 1,304 shares; 2025Q4: 1,050 shares 1,050 $119K 0.01% -254 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,050 shares; 2024Q4: 1,050 shares; 2025Q1: 1,053 shares; 2025Q2: 1,050 shares; 2025Q3: 1,050 shares; 2025Q4: 1,055 shares 1,055 $118K 0.01% +5 Timeline PSR 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: 1,465 shares; 2024Q4: 1,471 shares; 2025Q1: 1,477 shares; 2025Q2: 1,484 shares; 2025Q3: 1,481 shares; 2025Q4: 1,306 shares 1,306 $118K 0.01% -175 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,271 shares; 2024Q4: 309 shares; 2025Q1: 668 shares; 2025Q2: 1,023 shares; 2025Q3: 1,374 shares; 2025Q4: 1,124 shares 1,124 $118K 0.01% -250 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: 419 shares; 2024Q4: 523 shares; 2025Q1: 605 shares; 2025Q2: 604 shares; 2025Q3: 604 shares; 2025Q4: 573 shares 573 $117K 0.01% -31 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: 2,127 shares; 2024Q4: 2,232 shares; 2025Q1: 2,421 shares; 2025Q2: 2,331 shares; 2025Q3: 2,399 shares; 2025Q4: 2,221 shares 2,221 $117K 0.01% -178 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,836 shares; 2024Q4: 2,163 shares; 2025Q1: 1,918 shares; 2025Q2: 1,292 shares; 2025Q3: 1,421 shares; 2025Q4: 1,436 shares 1,436 $117K 0.01% +15 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,877 shares; 2024Q4: 2,254 shares; 2025Q1: 1,402 shares; 2025Q2: 1,957 shares; 2025Q3: 2,113 shares; 2025Q4: 1,818 shares 1,818 $116K 0.01% -295 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: 932 shares; 2024Q4: 962 shares; 2025Q1: 1,014 shares; 2025Q2: 963 shares; 2025Q3: 988 shares; 2025Q4: 884 shares 884 $115K 0.01% -104 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: 1,578 shares; 2024Q4: 1,830 shares; 2025Q1: 2,089 shares; 2025Q2: 1,995 shares; 2025Q3: 1,944 shares; 2025Q4: 1,869 shares 1,869 $112K 0.01% -75 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81 shares; 2024Q4: 457 shares; 2025Q1: 997 shares; 2025Q2: 997 shares; 2025Q3: 1,324 shares; 2025Q4: 1,324 shares 1,324 $112K 0.01% 0 Timeline RDDT REDDIT INC More: the full row for REDDIT 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: 50 shares; 2025Q2: 83 shares; 2025Q3: 483 shares; 2025Q4: 487 shares 487 $112K 0.01% +4 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145 shares; 2024Q4: 154 shares; 2025Q1: 165 shares; 2025Q2: 140 shares; 2025Q3: 150 shares; 2025Q4: 145 shares 145 $112K 0.01% -5 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 456 shares; 2024Q4: 515 shares; 2025Q1: 581 shares; 2025Q2: 553 shares; 2025Q3: 795 shares; 2025Q4: 823 shares 823 $112K 0.01% +28 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 252 shares; 2024Q4: 262 shares; 2025Q1: 257 shares; 2025Q2: 268 shares; 2025Q3: 203 shares; 2025Q4: 442 shares 442 $112K 0.01% +239 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: 1,246 shares; 2024Q4: 1,298 shares; 2025Q1: 1,368 shares; 2025Q2: 1,333 shares; 2025Q3: 1,258 shares; 2025Q4: 1,260 shares 1,260 $110K 0.01% +2 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 674 shares; 2024Q4: 691 shares; 2025Q1: 706 shares; 2025Q2: 671 shares; 2025Q3: 673 shares; 2025Q4: 445 shares 445 $110K 0.01% -228 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 376 shares; 2024Q4: 449 shares; 2025Q1: 298 shares; 2025Q2: 368 shares; 2025Q3: 376 shares; 2025Q4: 349 shares 349 $109K 0.01% -27 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: 214 shares; 2024Q4: 225 shares; 2025Q1: 255 shares; 2025Q2: 242 shares; 2025Q3: 242 shares; 2025Q4: 245 shares 245 $109K 0.01% +3 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 827 shares; 2024Q4: 868 shares; 2025Q1: 931 shares; 2025Q2: 934 shares; 2025Q3: 951 shares; 2025Q4: 995 shares 995 $109K 0.01% +44 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,187 shares; 2024Q4: 1,187 shares; 2025Q1: 885 shares; 2025Q2: 885 shares; 2025Q3: 885 shares; 2025Q4: 885 shares 885 $108K 0.01% 0 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 422 shares; 2024Q4: 422 shares; 2025Q1: 422 shares; 2025Q2: 422 shares; 2025Q3: 422 shares; 2025Q4: 422 shares 422 $107K 0.01% 0 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 255 shares; 2024Q4: 301 shares; 2025Q1: 284 shares; 2025Q2: 40 shares; 2025Q3: 27 shares; 2025Q4: 511 shares 511 $106K 0.01% +484 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 409 shares; 2025Q1: 570 shares; 2025Q2: 785 shares; 2025Q3: 781 shares; 2025Q4: 793 shares 793 $105K 0.01% +12 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 466 shares; 2024Q4: 499 shares; 2025Q1: 499 shares; 2025Q2: 509 shares; 2025Q3: 518 shares; 2025Q4: 512 shares 512 $105K 0.01% -6 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: 136 shares; 2024Q4: 338 shares; 2025Q1: 339 shares; 2025Q2: 339 shares; 2025Q3: 359 shares; 2025Q4: 360 shares 360 $105K 0.01% +1 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: 783 shares; 2024Q4: 1,032 shares; 2025Q1: 1,072 shares; 2025Q2: 1,079 shares; 2025Q3: 1,190 shares; 2025Q4: 1,189 shares 1,189 $104K 0.01% -1 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: 3,441 shares; 2024Q4: 3,148 shares; 2025Q1: 3,440 shares; 2025Q2: 3,648 shares; 2025Q3: 3,874 shares; 2025Q4: 2,699 shares 2,699 $104K 0.01% -1,175 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 420 shares; 2024Q4: 1,156 shares; 2025Q1: 1,274 shares; 2025Q2: 1,197 shares; 2025Q3: 1,181 shares; 2025Q4: 1,117 shares 1,117 $103K 0.01% -64 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,062 shares; 2024Q4: 1,402 shares; 2025Q1: 1,402 shares; 2025Q2: 1,402 shares; 2025Q3: 1,402 shares; 2025Q4: 1,402 shares 1,402 $103K 0.01% 0 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 374 shares; 2024Q4: 446 shares; 2025Q1: 534 shares; 2025Q2: 550 shares; 2025Q3: 558 shares; 2025Q4: 700 shares 700 $101K 0.01% +142 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: 210 shares; 2024Q4: 258 shares; 2025Q1: 234 shares; 2025Q2: 254 shares; 2025Q3: 255 shares; 2025Q4: 260 shares 260 $101K 0.01% +5 Timeline IBDV 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: 4,565 shares; 2024Q4: 4,565 shares; 2025Q1: 4,565 shares; 2025Q2: 4,565 shares; 2025Q3: 4,565 shares; 2025Q4: 4,565 shares 4,565 $101K 0.01% 0 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 568 shares; 2024Q4: 568 shares; 2025Q1: 568 shares; 2025Q2: 443 shares; 2025Q3: 443 shares; 2025Q4: 443 shares 443 $99.5K 0.01% 0 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 992 shares; 2024Q4: 1,014 shares; 2025Q1: 1,033 shares; 2025Q2: 1,122 shares; 2025Q3: 1,122 shares; 2025Q4: 1,128 shares 1,128 $99.5K 0.01% +6 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: 502 shares; 2024Q4: 607 shares; 2025Q1: 504 shares; 2025Q2: 697 shares; 2025Q3: 716 shares; 2025Q4: 730 shares 730 $99.3K 0.01% +14 Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,023 shares 7,023 $99.3K 0.01% new Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 199 shares; 2024Q4: 184 shares; 2025Q1: 198 shares; 2025Q2: 232 shares; 2025Q3: 234 shares; 2025Q4: 235 shares 235 $98.6K 0.01% +1 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,737 shares; 2024Q4: 1,700 shares; 2025Q1: 1,494 shares; 2025Q2: 1,776 shares; 2025Q3: 1,783 shares; 2025Q4: 1,458 shares 1,458 $98.2K 0.01% -325 Timeline SIMO SILICON MOTION TECHNOLOGY CO More: the full row for SILICON MOTION TECHNOLOGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,054 shares; 2024Q4: 1,054 shares; 2025Q1: 1,054 shares; 2025Q2: 1,054 shares; 2025Q3: 1,054 shares; 2025Q4: 1,054 shares 1,054 $97.7K 0.01% 0 Timeline NTES NETEASE COM INC More: the full row for NETEASE COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 700 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares 700 $96.3K 0.01% 0 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,108 shares; 2024Q4: 1,108 shares; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 1,111 shares 1,111 $95.8K 0.01% +11 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 275 shares; 2024Q4: 297 shares; 2025Q1: 288 shares; 2025Q2: 332 shares; 2025Q3: 338 shares; 2025Q4: 334 shares 334 $95.3K 0.01% -4 Timeline QLYS QUALYS INC More: the full row for QUALYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 700 shares; 2024Q4: 711 shares; 2025Q1: 723 shares; 2025Q2: 719 shares; 2025Q3: 715 shares; 2025Q4: 715 shares 715 $95K 0.01% 0 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: 724 shares; 2024Q4: 730 shares; 2025Q1: 1,341 shares; 2025Q2: 944 shares; 2025Q3: 629 shares; 2025Q4: 542 shares 542 $94K 0.01% -87 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 394 shares; 2024Q4: 404 shares; 2025Q1: 414 shares; 2025Q2: 439 shares; 2025Q3: 453 shares; 2025Q4: 594 shares 594 $93.1K 0.01% +141 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 553 shares; 2024Q4: 857 shares; 2025Q1: 757 shares; 2025Q2: 831 shares; 2025Q3: 811 shares; 2025Q4: 896 shares 896 $91.7K 0.01% +85 Timeline AVIG 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: 2,170 shares; 2024Q4: 2,170 shares; 2025Q1: 2,170 shares; 2025Q2: 2,170 shares; 2025Q3: 2,170 shares; 2025Q4: 2,170 shares 2,170 $91K 0.01% 0 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 456 shares; 2024Q4: 490 shares; 2025Q1: 480 shares; 2025Q2: 570 shares; 2025Q3: 570 shares; 2025Q4: 566 shares 566 $90.9K 0.01% -4 Timeline HYGV 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: 6,561 shares; 2024Q4: 6,561 shares; 2025Q1: 6,561 shares; 2025Q2: 2,221 shares; 2025Q3: 2,221 shares; 2025Q4: 2,221 shares 2,221 $90.5K 0.01% 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: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares 1,200 $90.1K 0.01% 0 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 181 shares; 2024Q4: 232 shares; 2025Q1: 207 shares; 2025Q2: 242 shares; 2025Q3: 247 shares; 2025Q4: 290 shares 290 $90K 0.01% +43 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 575 shares; 2024Q4: 575 shares; 2025Q1: 575 shares; 2025Q2: 575 shares; 2025Q3: 575 shares; 2025Q4: 705 shares 705 $89.9K 0.01% +130 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 100,000 shares; 2025Q3: 101,353 shares; 2025Q4: 5,435 shares 5,435 $89.6K 0.01% -95,918 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,220 shares; 2024Q4: 1,387 shares; 2025Q1: 1,178 shares; 2025Q2: 1,245 shares; 2025Q3: 1,359 shares; 2025Q4: 1,210 shares 1,210 $89.1K 0.01% -149 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 105 shares; 2025Q1: 115 shares; 2025Q2: 106 shares; 2025Q3: 102 shares; 2025Q4: 309 shares 309 $88.8K 0.01% +207 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: 991 shares; 2024Q4: 991 shares; 2025Q1: 1,666 shares; 2025Q2: 991 shares; 2025Q3: 991 shares; 2025Q4: 1,982 shares 1,982 $88.6K 0.01% +991 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 939 shares; 2024Q4: 998 shares; 2025Q1: 974 shares; 2025Q2: 1,084 shares; 2025Q3: 1,097 shares; 2025Q4: 1,100 shares 1,100 $87.1K 0.01% +3 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,037 shares; 2024Q4: 1,706 shares; 2025Q1: 3,650 shares; 2025Q2: 4,569 shares; 2025Q3: 4,569 shares; 2025Q4: 3,600 shares 3,600 $86.7K 0.01% -969 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 174 shares; 2024Q4: 973 shares; 2025Q1: 804 shares; 2025Q2: 1,080 shares; 2025Q3: 1,117 shares; 2025Q4: 1,016 shares 1,016 $86.6K 0.01% -101 Timeline CMA COMERICA INC More: the full row for COMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 995 shares; 2024Q4: 995 shares; 2025Q1: 1,004 shares; 2025Q2: 995 shares; 2025Q3: 995 shares; 2025Q4: 995 shares 995 $86.5K 0.01% 0 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180 shares; 2024Q4: 187 shares; 2025Q1: 193 shares; 2025Q2: 170 shares; 2025Q3: 169 shares; 2025Q4: 141 shares 141 $86.3K 0.01% -28 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 596 shares; 2024Q4: 596 shares; 2025Q1: 596 shares; 2025Q2: 596 shares; 2025Q3: 596 shares; 2025Q4: 596 shares 596 $85.7K 0.01% 0 Timeline AAON AAON INC More: the full row for AAON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,123 shares; 2024Q4: 1,123 shares; 2025Q1: 1,123 shares; 2025Q2: 1,123 shares; 2025Q3: 1,123 shares; 2025Q4: 1,123 shares 1,123 $85.6K 0.01% 0 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 823 shares; 2024Q4: 1,195 shares; 2025Q1: 1,214 shares; 2025Q2: 1,221 shares; 2025Q3: 1,221 shares; 2025Q4: 1,223 shares 1,223 $85.5K 0.01% +2 Timeline IXP 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: 700 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares 700 $84.9K 0.01% 0 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,066 shares; 2024Q4: 1,410 shares; 2025Q1: 1,416 shares; 2025Q2: 3,002 shares; 2025Q3: 1,479 shares; 2025Q4: 3,615 shares 3,615 $84.5K 0.01% +2,136 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 625 shares; 2024Q4: 630 shares; 2025Q1: 655 shares; 2025Q2: 837 shares; 2025Q3: 911 shares; 2025Q4: 847 shares 847 $84.5K 0.01% -64 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,090 shares; 2024Q4: 1,090 shares; 2025Q1: 1,097 shares; 2025Q2: 1,097 shares; 2025Q3: 1,090 shares; 2025Q4: 1,090 shares 1,090 $84.5K 0.01% 0 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 594 shares; 2024Q4: 594 shares; 2025Q1: 594 shares; 2025Q2: 594 shares; 2025Q3: 594 shares; 2025Q4: 594 shares 594 $84K 0.01% 0 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 312 shares; 2024Q4: 286 shares; 2025Q1: 392 shares; 2025Q2: 422 shares; 2025Q3: 422 shares; 2025Q4: 426 shares 426 $84K 0.01% +4 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 541 shares; 2024Q4: 554 shares; 2025Q1: 537 shares; 2025Q2: 542 shares; 2025Q3: 834 shares; 2025Q4: 831 shares 831 $83.8K 0.01% -3 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104 shares; 2024Q4: 107 shares; 2025Q1: 106 shares; 2025Q2: 121 shares; 2025Q3: 115 shares; 2025Q4: 288 shares 288 $83.6K 0.01% +173 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,981 shares; 2024Q4: 4,287 shares; 2025Q1: 4,270 shares; 2025Q2: 3,417 shares; 2025Q3: 5,301 shares; 2025Q4: 3,423 shares 3,423 $83K 0.01% -1,878 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152 shares; 2024Q4: 152 shares; 2025Q1: 7 shares; 2025Q2: 515 shares; 2025Q3: 580 shares; 2025Q4: 580 shares 580 $82K 0.01% 0 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115 shares; 2024Q4: 135 shares; 2025Q1: 231 shares; 2025Q2: 393 shares; 2025Q3: 464 shares; 2025Q4: 464 shares 464 $81.7K 0.01% 0 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,236 shares; 2024Q4: 1,275 shares; 2025Q1: 1,612 shares; 2025Q2: 1,387 shares; 2025Q3: 1,387 shares; 2025Q4: 1,397 shares 1,397 $81.6K 0.01% +10 Timeline ICF 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: 1,341 shares; 2024Q4: 1,344 shares; 2025Q1: 1,346 shares; 2025Q2: 1,348 shares; 2025Q3: 1,350 shares; 2025Q4: 1,354 shares 1,354 $80.8K 0.01% +4 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 355 shares; 2024Q4: 371 shares; 2025Q1: 392 shares; 2025Q2: 426 shares; 2025Q3: 385 shares; 2025Q4: 371 shares 371 $80.5K 0.01% -14 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 648 shares; 2024Q4: 680 shares; 2025Q1: 684 shares; 2025Q2: 797 shares; 2025Q3: 654 shares; 2025Q4: 836 shares 836 $80.2K 0.01% +182 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 375 shares; 2024Q4: 366 shares; 2025Q1: 356 shares; 2025Q2: 329 shares; 2025Q3: 424 shares; 2025Q4: 412 shares 412 $79.7K 0.01% -12 Timeline IPAC 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: 1,085 shares; 2024Q4: 1,085 shares; 2025Q1: 1,085 shares; 2025Q2: 1,085 shares; 2025Q3: 1,085 shares; 2025Q4: 1,085 shares 1,085 $79.4K 0.01% 0 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 815 shares; 2024Q4: 972 shares; 2025Q1: 879 shares; 2025Q2: 842 shares; 2025Q3: 715 shares; 2025Q4: 1,080 shares 1,080 $79.4K 0.01% +365 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,940 shares; 2024Q4: 2,140 shares; 2025Q1: 2,029 shares; 2025Q2: 2,247 shares; 2025Q3: 2,247 shares; 2025Q4: 2,597 shares 2,597 $79.3K 0.01% +350 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: 1,070 shares; 2024Q4: 1,070 shares; 2025Q1: 1,070 shares; 2025Q2: 1,070 shares; 2025Q3: 936 shares; 2025Q4: 936 shares 936 $78.3K 0.01% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,351 shares; 2024Q4: 4,499 shares; 2025Q1: 6,595 shares; 2025Q2: 5,844 shares; 2025Q3: 5,857 shares; 2025Q4: 5,945 shares 5,945 $78K 0.01% +88 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 141 shares; 2025Q1: 107 shares; 2025Q2: 158 shares; 2025Q3: 63 shares; 2025Q4: 499 shares 499 $77.9K 0.01% +436 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 220 shares; 2024Q4: 224 shares; 2025Q1: 234 shares; 2025Q2: 265 shares; 2025Q3: 268 shares; 2025Q4: 275 shares 275 $77.9K 0.01% +7 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97 shares; 2024Q4: 104 shares; 2025Q1: 103 shares; 2025Q2: 125 shares; 2025Q3: 126 shares; 2025Q4: 125 shares 125 $77.8K 0.01% -1 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: 660 shares; 2024Q4: 750 shares; 2025Q1: 901 shares; 2025Q2: 841 shares; 2025Q3: 854 shares; 2025Q4: 887 shares 887 $77.3K 0.01% +33 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,913 shares; 2024Q4: 1,913 shares; 2025Q1: 1,913 shares; 2025Q2: 1,913 shares; 2025Q3: 1,913 shares; 2025Q4: 1,910 shares 1,910 $77.2K 0.01% -3 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: 258 shares; 2024Q4: 290 shares; 2025Q1: 285 shares; 2025Q2: 271 shares; 2025Q3: 273 shares; 2025Q4: 267 shares 267 $77.1K 0.01% -6 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,028 shares; 2024Q4: 2,032 shares; 2025Q1: 2,367 shares; 2025Q2: 1,659 shares; 2025Q3: 1,682 shares; 2025Q4: 1,687 shares 1,687 $76.8K 0.01% +5 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,183 shares; 2024Q4: 5,690 shares; 2025Q1: 5,237 shares; 2025Q2: 5,359 shares; 2025Q3: 1,978 shares; 2025Q4: 4,448 shares 4,448 $76.7K 0.01% +2,470 Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: 49 shares; 2025Q1: 23 shares; 2025Q2: 19 shares; 2025Q3: 92 shares; 2025Q4: 441 shares 441 $76.5K 0.01% +349 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: 75 shares; 2024Q4: 70 shares; 2025Q1: 110 shares; 2025Q2: 125 shares; 2025Q3: 126 shares; 2025Q4: 126 shares 126 $76.2K 0.01% 0 Timeline ECHO ECHOSTAR CORP More: the full row for ECHOSTAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 701 shares; 2024Q4: 701 shares; 2025Q1: 701 shares; 2025Q2: 701 shares; 2025Q3: 701 shares; 2025Q4: 701 shares 701 $76.2K 0.01% 0 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 285 shares; 2024Q4: 293 shares; 2025Q1: 324 shares; 2025Q2: 333 shares; 2025Q3: 333 shares; 2025Q4: 333 shares 333 $75.9K 0.01% 0 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 461 shares; 2024Q4: 517 shares; 2025Q1: 470 shares; 2025Q2: 868 shares; 2025Q3: 668 shares; 2025Q4: 678 shares 678 $75.8K 0.01% +10 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,220 shares; 2025Q3: 2,220 shares; 2025Q4: 2,235 shares 2,235 $75K 0.01% +15 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: 560 shares; 2024Q4: 560 shares; 2025Q1: 560 shares; 2025Q2: 560 shares; 2025Q3: 560 shares; 2025Q4: 560 shares 560 $74.8K 0.01% 0 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 296 shares; 2024Q4: 312 shares; 2025Q1: 236 shares; 2025Q2: 501 shares; 2025Q3: 501 shares; 2025Q4: 496 shares 496 $74.5K 0.01% -5 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 584 shares; 2024Q4: 570 shares; 2025Q1: 637 shares; 2025Q2: 636 shares; 2025Q3: 635 shares; 2025Q4: 635 shares 635 $74.5K 0.01% 0 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,196 shares; 2024Q4: 945 shares; 2025Q1: 715 shares; 2025Q2: 2,038 shares; 2025Q3: 2,013 shares; 2025Q4: 1,792 shares 1,792 $73.7K 0.01% -221 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: 659 shares; 2024Q4: 773 shares; 2025Q1: 824 shares; 2025Q2: 1,049 shares; 2025Q3: 1,054 shares; 2025Q4: 1,096 shares 1,096 $73.5K 0.01% +42 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 868 shares; 2024Q4: 881 shares; 2025Q1: 883 shares; 2025Q2: 723 shares; 2025Q3: 729 shares; 2025Q4: 729 shares 729 $72K 0.01% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,005 shares; 2024Q4: 1,800 shares; 2025Q1: 1,259 shares; 2025Q2: 1,527 shares; 2025Q3: 1,394 shares; 2025Q4: 1,417 shares 1,417 $72K 0.01% +23 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 378 shares; 2024Q4: 465 shares; 2025Q1: 384 shares; 2025Q2: 560 shares; 2025Q3: 555 shares; 2025Q4: 555 shares 555 $71.6K 0.01% 0 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 533 shares; 2024Q4: 802 shares; 2025Q1: 885 shares; 2025Q2: 1,757 shares; 2025Q3: 1,757 shares; 2025Q4: 1,766 shares 1,766 $70.9K 0.01% +9 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 245 shares; 2024Q4: 245 shares; 2025Q1: 247 shares; 2025Q2: 247 shares; 2025Q3: 249 shares; 2025Q4: 249 shares 249 $70.8K 0.01% 0 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: 190 shares; 2024Q4: 190 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 879 shares; 2025Q4: 879 shares 879 $70.5K 0.01% 0 Timeline UEC URANIUM ENERGY CORP More: the full row for URANIUM ENERGY CORP 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 $70.1K 0.01% 0 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 339 shares; 2024Q4: 488 shares; 2025Q1: 331 shares; 2025Q2: 342 shares; 2025Q3: 348 shares; 2025Q4: 340 shares 340 $69.5K 0.01% -8 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,269 shares; 2024Q4: 1,651 shares; 2025Q1: 1,544 shares; 2025Q2: 1,422 shares; 2025Q3: 1,581 shares; 2025Q4: 1,592 shares 1,592 $69.4K 0.01% +11 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: 659 shares; 2024Q4: 663 shares; 2025Q1: 749 shares; 2025Q2: 407 shares; 2025Q3: 410 shares; 2025Q4: 424 shares 424 $69.2K 0.01% +14 Timeline