JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,113,045 shares; 2024Q4: 1,179,469 shares; 2025Q1: 1,231,002 shares; 2025Q2: 1,265,467 shares; 2025Q3: 1,390,339 shares; 2025Q4: 1,510,092 shares 1,510,092 $71.5M 17.44% +119,753 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: 374,570 shares; 2024Q4: 1,120,168 shares; 2025Q1: 1,154,808 shares; 2025Q2: 1,135,116 shares; 2025Q3: 1,226,697 shares; 2025Q4: 1,460,128 shares 1,460,128 $39.3M 9.59% +233,431 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,762 shares; 2025Q2: 125,860 shares; 2025Q3: 1,022,407 shares; 2025Q4: 1,155,534 shares 1,155,534 $30.8M 7.52% +133,127 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: 77,880 shares; 2024Q4: 78,345 shares; 2025Q1: 82,066 shares; 2025Q2: 78,842 shares; 2025Q3: 78,818 shares; 2025Q4: 77,878 shares 77,878 $17.1M 4.18% -940 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: 161,196 shares; 2024Q4: 479,205 shares; 2025Q1: 482,232 shares; 2025Q2: 478,355 shares; 2025Q3: 467,013 shares; 2025Q4: 461,068 shares 461,068 $12.1M 2.95% -5,945 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: 207,269 shares; 2024Q4: 224,514 shares; 2025Q1: 223,795 shares; 2025Q2: 231,606 shares; 2025Q3: 280,599 shares; 2025Q4: 283,630 shares 283,630 $10.8M 2.64% +3,031 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: 43,471 shares; 2024Q4: 41,735 shares; 2025Q1: 41,808 shares; 2025Q2: 41,362 shares; 2025Q3: 42,034 shares; 2025Q4: 39,422 shares 39,422 $10.7M 2.61% -2,612 Timeline ZALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,716 shares; 2024Q4: 164,393 shares; 2025Q1: 181,050 shares; 2025Q2: 180,148 shares; 2025Q3: 282,959 shares; 2025Q4: 320,293 shares 320,293 $10.4M 2.54% +37,334 Timeline BSTP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168,377 shares; 2024Q4: 176,772 shares; 2025Q1: 190,120 shares; 2025Q2: 220,024 shares; 2025Q3: 215,832 shares; 2025Q4: 221,970 shares 221,970 $8.24M 2.01% +6,138 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: 54,299 shares; 2024Q4: 231,594 shares; 2025Q1: 241,353 shares; 2025Q2: 219,830 shares; 2025Q3: 243,695 shares; 2025Q4: 236,667 shares 236,667 $7.72M 1.88% -7,028 Timeline IBUF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,058 shares; 2024Q4: 123,003 shares; 2025Q1: 146,335 shares; 2025Q2: 156,093 shares; 2025Q3: 174,190 shares; 2025Q4: 203,789 shares 203,789 $5.96M 1.45% +29,599 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,039 shares; 2025Q4: 45,255 shares 45,255 $5.96M 1.45% +41,216 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: 9,100 shares; 2024Q4: 9,303 shares; 2025Q1: 8,553 shares; 2025Q2: 8,931 shares; 2025Q3: 9,304 shares; 2025Q4: 9,218 shares 9,218 $5.78M 1.41% -86 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,021 shares; 2024Q4: 26,854 shares; 2025Q1: 26,844 shares; 2025Q2: 26,953 shares; 2025Q3: 26,955 shares; 2025Q4: 26,953 shares 26,953 $5.34M 1.3% -2 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: 20,489 shares; 2024Q4: 20,435 shares; 2025Q1: 15,618 shares; 2025Q2: 15,465 shares; 2025Q3: 17,821 shares; 2025Q4: 35,168 shares 35,168 $5.06M 1.24% +17,347 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: 15,381 shares; 2024Q4: 16,620 shares; 2025Q1: 16,863 shares; 2025Q2: 15,924 shares; 2025Q3: 14,922 shares; 2025Q4: 14,974 shares 14,974 $5.02M 1.22% +52 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: 8,780 shares; 2024Q4: 9,208 shares; 2025Q1: 10,863 shares; 2025Q2: 11,507 shares; 2025Q3: 11,688 shares; 2025Q4: 12,657 shares 12,657 $5.02M 1.22% +969 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,546 shares; 2024Q4: 210,967 shares; 2025Q1: 196,010 shares; 2025Q2: 212,686 shares; 2025Q3: 207,275 shares; 2025Q4: 180,430 shares 180,430 $4.95M 1.21% -26,845 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: 10,338 shares; 2024Q4: 11,384 shares; 2025Q1: 10,775 shares; 2025Q2: 11,147 shares; 2025Q3: 10,536 shares; 2025Q4: 10,104 shares 10,104 $4.89M 1.19% -432 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: 21,849 shares; 2024Q4: 21,755 shares; 2025Q1: 21,177 shares; 2025Q2: 21,910 shares; 2025Q3: 21,149 shares; 2025Q4: 20,520 shares 20,520 $4.74M 1.16% -629 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: 26,706 shares; 2024Q4: 26,498 shares; 2025Q1: 27,086 shares; 2025Q2: 25,095 shares; 2025Q3: 27,934 shares; 2025Q4: 25,107 shares 25,107 $4.68M 1.14% -2,827 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: not reported; 2024Q4: 19,475 shares; 2025Q1: 27,515 shares; 2025Q2: 39,680 shares; 2025Q3: 47,046 shares; 2025Q4: 15,420 shares 15,420 $4.48M 1.09% -31,626 Timeline TMB THORNBURG ETF TR More: the full row for THORNBURG ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,248 shares; 2025Q3: 126,060 shares; 2025Q4: 167,933 shares 167,933 $4.3M 1.05% +41,873 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: 16,732 shares; 2024Q4: 16,732 shares; 2025Q1: 16,759 shares; 2025Q2: 16,636 shares; 2025Q3: 16,609 shares; 2025Q4: 16,555 shares 16,555 $4.26M 1.04% -54 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: 34,054 shares; 2024Q4: 32,641 shares; 2025Q1: 34,150 shares; 2025Q2: 34,048 shares; 2025Q3: 33,760 shares; 2025Q4: 32,109 shares 32,109 $3.58M 0.87% -1,651 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: 14,146 shares; 2024Q4: 14,688 shares; 2025Q1: 13,681 shares; 2025Q2: 12,460 shares; 2025Q3: 11,317 shares; 2025Q4: 10,868 shares 10,868 $3.4M 0.83% -449 Timeline VGMS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 57,234 shares 57,234 $2.95M 0.72% new 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: 65,958 shares; 2024Q4: 130,800 shares; 2025Q1: 130,233 shares; 2025Q2: 121,671 shares; 2025Q3: 120,721 shares; 2025Q4: 122,493 shares 122,493 $2.94M 0.72% +1,772 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: 5,728 shares; 2024Q4: 5,522 shares; 2025Q1: 5,285 shares; 2025Q2: 4,385 shares; 2025Q3: 4,156 shares; 2025Q4: 3,803 shares 3,803 $2.51M 0.61% -353 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: 3,069 shares; 2024Q4: 2,999 shares; 2025Q1: 2,907 shares; 2025Q2: 2,906 shares; 2025Q3: 3,140 shares; 2025Q4: 2,869 shares 2,869 $2.47M 0.6% -271 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: 15,165 shares; 2024Q4: 15,166 shares; 2025Q1: 21,911 shares; 2025Q2: 19,914 shares; 2025Q3: 19,131 shares; 2025Q4: 19,139 shares 19,139 $2.25M 0.55% +8 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: 5,334 shares; 2024Q4: 5,525 shares; 2025Q1: 4,501 shares; 2025Q2: 5,388 shares; 2025Q3: 6,138 shares; 2025Q4: 6,486 shares 6,486 $2.24M 0.55% +348 Timeline VGIT 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: 62,748 shares; 2025Q3: 32,256 shares; 2025Q4: 35,811 shares 35,811 $2.15M 0.52% +3,555 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: 56,174 shares; 2024Q4: 59,192 shares; 2025Q1: 54,278 shares; 2025Q2: 29,862 shares; 2025Q3: 29,767 shares; 2025Q4: 26,494 shares 26,494 $2.11M 0.52% -3,273 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: 3,033 shares; 2024Q4: 2,789 shares; 2025Q1: 2,782 shares; 2025Q2: 2,923 shares; 2025Q3: 2,928 shares; 2025Q4: 2,851 shares 2,851 $1.94M 0.47% -77 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: 3,728 shares; 2024Q4: 3,676 shares; 2025Q1: 3,797 shares; 2025Q2: 3,756 shares; 2025Q3: 3,687 shares; 2025Q4: 3,779 shares 3,779 $1.9M 0.46% +92 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: 14,975 shares; 2024Q4: 15,118 shares; 2025Q1: 15,179 shares; 2025Q2: 15,127 shares; 2025Q3: 15,074 shares; 2025Q4: 15,390 shares 15,390 $1.85M 0.45% +316 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,328 shares; 2025Q3: 21,887 shares; 2025Q4: 22,096 shares 22,096 $1.67M 0.41% +209 Timeline RH RH More: the full row for RH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,854 shares; 2024Q4: 7,866 shares; 2025Q1: 8,859 shares; 2025Q2: 8,507 shares; 2025Q3: 8,618 shares; 2025Q4: 8,756 shares 8,756 $1.57M 0.38% +138 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: 4,094 shares; 2024Q4: 4,135 shares; 2025Q1: 4,367 shares; 2025Q2: 3,937 shares; 2025Q3: 3,868 shares; 2025Q4: 3,364 shares 3,364 $1.51M 0.37% -504 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: 2,159 shares; 2024Q4: 3,386 shares; 2025Q1: 4,612 shares; 2025Q2: 5,834 shares; 2025Q3: 5,956 shares; 2025Q4: 7,677 shares 7,677 $1.47M 0.36% +1,721 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: 17,983 shares; 2024Q4: 17,064 shares; 2025Q1: 17,727 shares; 2025Q2: 16,759 shares; 2025Q3: 16,405 shares; 2025Q4: 16,348 shares 16,348 $1.43M 0.35% -57 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: 3,975 shares; 2024Q4: 4,015 shares; 2025Q1: 4,106 shares; 2025Q2: 4,181 shares; 2025Q3: 4,120 shares; 2025Q4: 4,083 shares 4,083 $1.41M 0.34% -37 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,717 shares; 2024Q4: 1,759 shares; 2025Q1: 1,829 shares; 2025Q2: 2,016 shares; 2025Q3: 2,220 shares; 2025Q4: 2,137 shares 2,137 $1.31M 0.32% -83 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: 4,246 shares; 2024Q4: 4,160 shares; 2025Q1: 4,061 shares; 2025Q2: 4,074 shares; 2025Q3: 4,029 shares; 2025Q4: 4,028 shares 4,028 $1.28M 0.31% -1 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: 3,039 shares; 2024Q4: 3,221 shares; 2025Q1: 3,276 shares; 2025Q2: 4,266 shares; 2025Q3: 4,055 shares; 2025Q4: 3,978 shares 3,978 $1.28M 0.31% -77 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: 7,391 shares; 2024Q4: 7,270 shares; 2025Q1: 7,273 shares; 2025Q2: 7,555 shares; 2025Q3: 7,115 shares; 2025Q4: 6,878 shares 6,878 $1.26M 0.31% -237 Timeline VGUS VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX 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: 15,685 shares; 2025Q3: 16,224 shares; 2025Q4: 16,429 shares 16,429 $1.24M 0.3% +205 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: 2,685 shares; 2024Q4: 2,763 shares; 2025Q1: 2,533 shares; 2025Q2: 2,492 shares; 2025Q3: 2,220 shares; 2025Q4: 2,070 shares 2,070 $1.18M 0.29% -150 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,541 shares; 2024Q4: 3,676 shares; 2025Q1: 3,608 shares; 2025Q2: 3,516 shares; 2025Q3: 3,573 shares; 2025Q4: 3,163 shares 3,163 $1.11M 0.27% -410 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,265 shares; 2024Q4: 2,261 shares; 2025Q1: 2,252 shares; 2025Q2: 2,028 shares; 2025Q3: 2,146 shares; 2025Q4: 2,153 shares 2,153 $1.1M 0.27% +7 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: 18,464 shares; 2024Q4: 17,919 shares; 2025Q1: 17,793 shares; 2025Q2: 17,459 shares; 2025Q3: 17,675 shares; 2025Q4: 18,236 shares 18,236 $1.1M 0.27% +561 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: 17,559 shares; 2024Q4: 17,005 shares; 2025Q1: 13,015 shares; 2025Q2: 12,928 shares; 2025Q3: 14,141 shares; 2025Q4: 12,916 shares 12,916 $1.09M 0.27% -1,225 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,610 shares; 2024Q4: 23,761 shares; 2025Q1: 22,985 shares; 2025Q2: 25,191 shares; 2025Q3: 22,755 shares; 2025Q4: 21,092 shares 21,092 $1.05M 0.26% -1,663 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: 24,474 shares; 2024Q4: 24,138 shares; 2025Q1: 24,136 shares; 2025Q2: 23,142 shares; 2025Q3: 23,086 shares; 2025Q4: 23,100 shares 23,100 $1.05M 0.26% +14 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: 3,389 shares; 2024Q4: 3,394 shares; 2025Q1: 3,474 shares; 2025Q2: 3,416 shares; 2025Q3: 3,382 shares; 2025Q4: 3,385 shares 3,385 $1.03M 0.25% +3 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: 16,002 shares; 2024Q4: 16,664 shares; 2025Q1: 18,618 shares; 2025Q2: 18,937 shares; 2025Q3: 17,688 shares; 2025Q4: 16,238 shares 16,238 $1.03M 0.25% -1,450 Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,872 shares; 2024Q4: 7,904 shares; 2025Q1: 7,650 shares; 2025Q2: 7,505 shares; 2025Q3: 6,949 shares; 2025Q4: 6,238 shares 6,238 $1.01M 0.25% -711 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,355 shares; 2024Q4: 21,781 shares; 2025Q1: 20,758 shares; 2025Q2: 19,872 shares; 2025Q3: 16,171 shares; 2025Q4: 14,247 shares 14,247 $996K 0.24% -1,924 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,795 shares; 2024Q4: 6,718 shares; 2025Q1: 6,244 shares; 2025Q2: 5,836 shares; 2025Q3: 5,713 shares; 2025Q4: 5,704 shares 5,704 $976K 0.24% -9 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,991 shares; 2024Q4: 7,549 shares; 2025Q1: 7,522 shares; 2025Q2: 6,939 shares; 2025Q3: 6,828 shares; 2025Q4: 6,733 shares 6,733 $966K 0.24% -95 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,197 shares; 2024Q4: 14,670 shares; 2025Q1: 13,252 shares; 2025Q2: 12,947 shares; 2025Q3: 13,814 shares; 2025Q4: 11,730 shares 11,730 $962K 0.23% -2,084 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,601 shares; 2024Q4: 7,550 shares; 2025Q1: 7,315 shares; 2025Q2: 7,105 shares; 2025Q3: 8,070 shares; 2025Q4: 7,761 shares 7,761 $947K 0.23% -309 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: 2,505 shares; 2024Q4: 2,361 shares; 2025Q1: 2,509 shares; 2025Q2: 2,450 shares; 2025Q3: 1,937 shares; 2025Q4: 1,547 shares 1,547 $946K 0.23% -390 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: 4,762 shares; 2024Q4: 4,630 shares; 2025Q1: 4,632 shares; 2025Q2: 4,342 shares; 2025Q3: 4,341 shares; 2025Q4: 4,360 shares 4,360 $910K 0.22% +19 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: 11,906 shares; 2024Q4: 11,610 shares; 2025Q1: 11,608 shares; 2025Q2: 11,326 shares; 2025Q3: 11,500 shares; 2025Q4: 11,703 shares 11,703 $901K 0.22% +203 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: 49,742 shares; 2024Q4: 51,522 shares; 2025Q1: 42,180 shares; 2025Q2: 42,061 shares; 2025Q3: 32,620 shares; 2025Q4: 24,352 shares 24,352 $883K 0.22% -8,268 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: 402 shares; 2024Q4: 331 shares; 2025Q1: 394 shares; 2025Q2: 691 shares; 2025Q3: 618 shares; 2025Q4: 819 shares 819 $880K 0.21% +201 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: 2,012 shares; 2024Q4: 2,067 shares; 2025Q1: 1,953 shares; 2025Q2: 1,790 shares; 2025Q3: 1,806 shares; 2025Q4: 1,814 shares 1,814 $878K 0.21% +8 Timeline JJSF J & J SNACK FOODS CORP More: the full row for J & J SNACK FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,776 shares; 2024Q4: 8,304 shares; 2025Q1: 8,923 shares; 2025Q2: 8,646 shares; 2025Q3: 10,481 shares; 2025Q4: 9,697 shares 9,697 $876K 0.21% -784 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: 5,817 shares; 2024Q4: 6,400 shares; 2025Q1: 6,817 shares; 2025Q2: 5,893 shares; 2025Q3: 5,495 shares; 2025Q4: 5,552 shares 5,552 $846K 0.21% +57 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: 34,443 shares; 2024Q4: 58,941 shares; 2025Q1: 67,102 shares; 2025Q2: 42,973 shares; 2025Q3: 40,712 shares; 2025Q4: 34,702 shares 34,702 $846K 0.21% -6,010 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,467 shares; 2024Q4: 2,636 shares; 2025Q1: 2,490 shares; 2025Q2: 2,216 shares; 2025Q3: 2,377 shares; 2025Q4: 1,561 shares 1,561 $832K 0.2% -816 Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,064 shares; 2024Q4: 4,439 shares; 2025Q1: 4,427 shares; 2025Q2: 4,539 shares; 2025Q3: 3,532 shares; 2025Q4: 3,266 shares 3,266 $826K 0.2% -266 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: 1,223 shares; 2024Q4: 1,168 shares; 2025Q1: 1,197 shares; 2025Q2: 1,083 shares; 2025Q3: 1,116 shares; 2025Q4: 1,194 shares 1,194 $818K 0.2% +78 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,307 shares; 2024Q4: 9,596 shares; 2025Q1: 8,595 shares; 2025Q2: 7,771 shares; 2025Q3: 9,026 shares; 2025Q4: 8,161 shares 8,161 $798K 0.19% -865 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,119 shares; 2024Q4: 13,457 shares; 2025Q1: 13,342 shares; 2025Q2: 12,861 shares; 2025Q3: 12,731 shares; 2025Q4: 12,705 shares 12,705 $767K 0.19% -26 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares 1 $755K 0.18% 0 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,795 shares; 2025Q4: 8,780 shares 8,780 $753K 0.18% +4,985 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: 2,859 shares; 2024Q4: 2,910 shares; 2025Q1: 3,018 shares; 2025Q2: 3,237 shares; 2025Q3: 1,672 shares; 2025Q4: 2,619 shares 2,619 $747K 0.18% +947 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,196 shares; 2024Q4: 3,007 shares; 2025Q1: 2,644 shares; 2025Q2: 2,685 shares; 2025Q3: 2,401 shares; 2025Q4: 1,853 shares 1,853 $745K 0.18% -548 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,551 shares; 2024Q4: 3,170 shares; 2025Q1: 2,922 shares; 2025Q2: not reported; 2025Q3: 3,363 shares; 2025Q4: 17,430 shares 17,430 $744K 0.18% +14,067 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: 2,756 shares; 2024Q4: 2,982 shares; 2025Q1: 2,589 shares; 2025Q2: 2,631 shares; 2025Q3: 2,184 shares; 2025Q4: 2,119 shares 2,119 $743K 0.18% -65 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: 2,267 shares; 2024Q4: 2,172 shares; 2025Q1: 2,218 shares; 2025Q2: 2,163 shares; 2025Q3: 2,548 shares; 2025Q4: 2,505 shares 2,505 $727K 0.18% -43 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,248 shares; 2024Q4: 3,251 shares; 2025Q1: 3,243 shares; 2025Q2: 3,244 shares; 2025Q3: 3,243 shares; 2025Q4: 3,240 shares 3,240 $723K 0.18% -3 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 702 shares; 2024Q4: 1,302 shares; 2025Q1: 1,302 shares; 2025Q2: 1,493 shares; 2025Q3: 1,493 shares; 2025Q4: 1,493 shares 1,493 $717K 0.18% 0 Timeline DTH WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,057 shares; 2025Q2: 12,925 shares; 2025Q3: 9,404 shares; 2025Q4: 13,120 shares 13,120 $677K 0.17% +3,716 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: 5,622 shares; 2024Q4: 5,526 shares; 2025Q1: 5,201 shares; 2025Q2: 3,046 shares; 2025Q3: 3,236 shares; 2025Q4: 3,217 shares 3,217 $666K 0.16% -19 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,081 shares; 2024Q4: 6,519 shares; 2025Q1: 6,321 shares; 2025Q2: 6,205 shares; 2025Q3: 8,473 shares; 2025Q4: 8,441 shares 8,441 $664K 0.16% -32 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,581 shares; 2024Q4: 16,046 shares; 2025Q1: 15,847 shares; 2025Q2: 15,339 shares; 2025Q3: 16,526 shares; 2025Q4: 15,097 shares 15,097 $659K 0.16% -1,429 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: 4,603 shares; 2024Q4: 4,679 shares; 2025Q1: 4,596 shares; 2025Q2: 4,329 shares; 2025Q3: 4,432 shares; 2025Q4: 4,513 shares 4,513 $648K 0.16% +81 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: 1,921 shares; 2024Q4: 1,911 shares; 2025Q1: 1,941 shares; 2025Q2: 2,389 shares; 2025Q3: 2,197 shares; 2025Q4: 2,042 shares 2,042 $641K 0.16% -155 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: not reported; 2024Q4: 2,973 shares; 2025Q1: 3,132 shares; 2025Q2: 3,443 shares; 2025Q3: 3,564 shares; 2025Q4: 3,574 shares 3,574 $635K 0.15% +10 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: 3,386 shares; 2024Q4: 3,042 shares; 2025Q1: 3,916 shares; 2025Q2: 2,015 shares; 2025Q3: 1,891 shares; 2025Q4: 2,079 shares 2,079 $632K 0.15% +188 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,541 shares; 2025Q2: not reported; 2025Q3: 8,729 shares; 2025Q4: 9,671 shares 9,671 $623K 0.15% +942 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: 13,457 shares; 2024Q4: 13,142 shares; 2025Q1: 12,542 shares; 2025Q2: 11,448 shares; 2025Q3: 9,795 shares; 2025Q4: 7,883 shares 7,883 $618K 0.15% -1,912 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: 1,308 shares; 2024Q4: 1,308 shares; 2025Q1: 1,275 shares; 2025Q2: 1,274 shares; 2025Q3: 1,275 shares; 2025Q4: 1,275 shares 1,275 $603K 0.15% 0 Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,431 shares; 2024Q4: 5,658 shares; 2025Q1: 5,464 shares; 2025Q2: 5,288 shares; 2025Q3: 5,294 shares; 2025Q4: 4,158 shares 4,158 $602K 0.15% -1,136 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,371 shares; 2025Q3: 15,997 shares; 2025Q4: 19,035 shares 19,035 $568K 0.14% +3,038 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,841 shares; 2024Q4: 7,286 shares; 2025Q1: 7,222 shares; 2025Q2: 6,051 shares; 2025Q3: 5,545 shares; 2025Q4: 5,482 shares 5,482 $562K 0.14% -63 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: 4,662 shares; 2024Q4: 4,555 shares; 2025Q1: 4,564 shares; 2025Q2: 4,292 shares; 2025Q3: 4,338 shares; 2025Q4: 4,760 shares 4,760 $558K 0.14% +422 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: 5,174 shares; 2024Q4: 5,174 shares; 2025Q1: 5,174 shares; 2025Q2: 5,174 shares; 2025Q3: 7,644 shares; 2025Q4: 8,949 shares 8,949 $526K 0.13% +1,305 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: 944 shares; 2024Q4: 958 shares; 2025Q1: 951 shares; 2025Q2: 831 shares; 2025Q3: 893 shares; 2025Q4: 904 shares 904 $518K 0.13% +11 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,473 shares; 2024Q4: 31,296 shares; 2025Q1: 24,816 shares; 2025Q2: 21,079 shares; 2025Q3: 18,180 shares; 2025Q4: 7,889 shares 7,889 $517K 0.13% -10,291 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: 4,267 shares; 2024Q4: 4,392 shares; 2025Q1: 4,716 shares; 2025Q2: 5,520 shares; 2025Q3: 5,980 shares; 2025Q4: 6,470 shares 6,470 $503K 0.12% +490 Timeline SHAK SHAKE SHACK INC More: the full row for SHAKE SHACK 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: 5,329 shares; 2025Q2: 6,166 shares; 2025Q3: 6,237 shares; 2025Q4: 6,141 shares 6,141 $498K 0.12% -96 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: 3,380 shares; 2024Q4: 6,335 shares; 2025Q1: 6,323 shares; 2025Q2: 5,209 shares; 2025Q3: 5,333 shares; 2025Q4: 11,026 shares 11,026 $493K 0.12% +5,693 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,145 shares; 2024Q4: 3,151 shares; 2025Q1: 3,280 shares; 2025Q2: 3,045 shares; 2025Q3: 3,124 shares; 2025Q4: 3,043 shares 3,043 $488K 0.12% -81 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: 13,236 shares; 2024Q4: 11,834 shares; 2025Q1: 11,779 shares; 2025Q2: 11,621 shares; 2025Q3: 11,746 shares; 2025Q4: 11,824 shares 11,824 $482K 0.12% +78 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: 3,451 shares; 2024Q4: 3,426 shares; 2025Q1: 3,014 shares; 2025Q2: 2,822 shares; 2025Q3: 2,224 shares; 2025Q4: 2,045 shares 2,045 $473K 0.12% -179 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: 3,344 shares; 2024Q4: 3,579 shares; 2025Q1: 3,585 shares; 2025Q2: 3,225 shares; 2025Q3: 3,112 shares; 2025Q4: 3,296 shares 3,296 $472K 0.12% +184 Timeline NVRI ENVIRI CORP More: the full row for ENVIRI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,026 shares; 2024Q4: 53,026 shares; 2025Q1: 53,026 shares; 2025Q2: 25,928 shares; 2025Q3: 25,928 shares; 2025Q4: 25,928 shares 25,928 $465K 0.11% 0 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: 943 shares; 2024Q4: 447 shares; 2025Q1: not reported; 2025Q2: 1,694 shares; 2025Q3: 2,050 shares; 2025Q4: 1,397 shares 1,397 $461K 0.11% -653 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: 7,014 shares; 2024Q4: 6,421 shares; 2025Q1: 6,100 shares; 2025Q2: 6,097 shares; 2025Q3: 6,127 shares; 2025Q4: 6,113 shares 6,113 $450K 0.11% -14 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: 3,239 shares; 2024Q4: 1,845 shares; 2025Q1: 1,821 shares; 2025Q2: 3,181 shares; 2025Q3: 2,376 shares; 2025Q4: 2,869 shares 2,869 $444K 0.11% +493 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP 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: 5,999 shares; 2025Q2: 5,820 shares; 2025Q3: 8,513 shares; 2025Q4: 7,528 shares 7,528 $442K 0.11% -985 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,635 shares; 2024Q4: 17,635 shares; 2025Q1: 31,379 shares; 2025Q2: 24,792 shares; 2025Q3: 11,872 shares; 2025Q4: 7,794 shares 7,794 $427K 0.1% -4,078 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,417 shares; 2025Q4: 5,739 shares 5,739 $425K 0.1% -678 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: not reported; 2024Q4: 354 shares; 2025Q1: 381 shares; 2025Q2: 453 shares; 2025Q3: 467 shares; 2025Q4: 472 shares 472 $415K 0.1% +5 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: 4,691 shares; 2024Q4: 4,708 shares; 2025Q1: 4,530 shares; 2025Q2: 4,616 shares; 2025Q3: 4,626 shares; 2025Q4: 4,634 shares 4,634 $409K 0.1% +8 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: 1,166 shares; 2024Q4: 1,244 shares; 2025Q1: 1,432 shares; 2025Q2: 1,734 shares; 2025Q3: 1,637 shares; 2025Q4: 1,645 shares 1,645 $405K 0.1% +8 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: 1,643 shares; 2024Q4: 1,619 shares; 2025Q1: 1,258 shares; 2025Q2: 919 shares; 2025Q3: 915 shares; 2025Q4: 1,034 shares 1,034 $402K 0.1% +119 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,085 shares; 2025Q4: 7,190 shares 7,190 $401K 0.1% +105 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: 544 shares; 2024Q4: 517 shares; 2025Q1: 461 shares; 2025Q2: 1,054 shares; 2025Q3: 855 shares; 2025Q4: 766 shares 766 $400K 0.1% -89 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,021 shares; 2024Q4: 4,919 shares; 2025Q1: 4,854 shares; 2025Q2: 4,890 shares; 2025Q3: 4,905 shares; 2025Q4: 4,981 shares 4,981 $400K 0.1% +76 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: 1,427 shares; 2024Q4: 1,447 shares; 2025Q1: 1,457 shares; 2025Q2: 1,549 shares; 2025Q3: 1,573 shares; 2025Q4: 1,624 shares 1,624 $394K 0.1% +51 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 782 shares; 2025Q3: 1,055 shares; 2025Q4: 598 shares 598 $391K 0.1% -457 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: 318 shares; 2024Q4: 331 shares; 2025Q1: 530 shares; 2025Q2: 532 shares; 2025Q3: 342 shares; 2025Q4: 4,144 shares 4,144 $389K 0.09% +3,802 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,413 shares; 2025Q3: 1,556 shares; 2025Q4: 1,786 shares 1,786 $382K 0.09% +230 Timeline FNCL 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: 5,950 shares; 2024Q4: 5,384 shares; 2025Q1: 5,119 shares; 2025Q2: 4,850 shares; 2025Q3: 4,850 shares; 2025Q4: 4,850 shares 4,850 $377K 0.09% 0 Timeline ISVL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,160 shares; 2025Q3: 7,980 shares; 2025Q4: 7,900 shares 7,900 $376K 0.09% -80 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,361 shares; 2025Q1: 6,929 shares; 2025Q2: 8,160 shares; 2025Q3: 11,225 shares; 2025Q4: 11,215 shares 11,215 $376K 0.09% -10 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: not reported; 2024Q4: not reported; 2025Q1: 2,855 shares; 2025Q2: 3,041 shares; 2025Q3: 3,104 shares; 2025Q4: 3,191 shares 3,191 $372K 0.09% +87 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: 911 shares; 2024Q4: 867 shares; 2025Q1: 1,109 shares; 2025Q2: 1,082 shares; 2025Q3: 957 shares; 2025Q4: 813 shares 813 $369K 0.09% -144 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: 554 shares; 2025Q1: 327 shares; 2025Q2: 399 shares; 2025Q3: 302 shares; 2025Q4: 343 shares 343 $367K 0.09% +41 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: not reported; 2024Q4: 2,579 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,089 shares; 2025Q4: 1,421 shares 1,421 $365K 0.09% +332 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: 3,021 shares; 2024Q4: 3,394 shares; 2025Q1: 2,445 shares; 2025Q2: 2,817 shares; 2025Q3: 3,041 shares; 2025Q4: 3,380 shares 3,380 $356K 0.09% +339 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: 1,073 shares; 2024Q4: 1,077 shares; 2025Q1: 1,073 shares; 2025Q2: 1,107 shares; 2025Q3: 1,121 shares; 2025Q4: 1,135 shares 1,135 $352K 0.09% +14 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,966 shares; 2025Q3: 2,773 shares; 2025Q4: 2,600 shares 2,600 $351K 0.09% -173 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: 4,917 shares; 2024Q4: 9,790 shares; 2025Q1: 9,876 shares; 2025Q2: 9,251 shares; 2025Q3: 9,458 shares; 2025Q4: 12,310 shares 12,310 $351K 0.09% +2,852 Timeline BDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,992 shares 6,992 $347K 0.08% new 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: 847 shares; 2024Q4: 847 shares; 2025Q1: 848 shares; 2025Q2: 848 shares; 2025Q3: 760 shares; 2025Q4: 708 shares 708 $345K 0.08% -52 Timeline DVYE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,850 shares 10,850 $338K 0.08% new Timeline TLT 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: 6,127 shares; 2025Q1: 6,277 shares; 2025Q2: 6,877 shares; 2025Q3: 6,877 shares; 2025Q4: 3,877 shares 3,877 $338K 0.08% -3,000 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,472 shares; 2024Q4: 1,497 shares; 2025Q1: 1,556 shares; 2025Q2: 1,603 shares; 2025Q3: 1,595 shares; 2025Q4: 1,510 shares 1,510 $332K 0.08% -85 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,793 shares 3,793 $330K 0.08% new Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,665 shares; 2024Q4: 1,665 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,665 shares; 2025Q4: 1,665 shares 1,665 $328K 0.08% 0 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: 2,880 shares; 2024Q4: 2,579 shares; 2025Q1: 2,456 shares; 2025Q2: 2,290 shares; 2025Q3: 3,166 shares; 2025Q4: 2,706 shares 2,706 $325K 0.08% -460 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,104 shares; 2025Q3: 2,019 shares; 2025Q4: 1,596 shares 1,596 $311K 0.08% -423 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: 18,014 shares; 2024Q4: 80,244 shares; 2025Q1: 67,476 shares; 2025Q2: 58,091 shares; 2025Q3: 22,417 shares; 2025Q4: 10,272 shares 10,272 $309K 0.08% -12,145 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: 2,769 shares; 2024Q4: 2,780 shares; 2025Q1: 2,755 shares; 2025Q2: 2,772 shares; 2025Q3: 2,746 shares; 2025Q4: 2,728 shares 2,728 $306K 0.07% -18 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,707 shares; 2025Q2: 3,707 shares; 2025Q3: 3,707 shares; 2025Q4: 3,707 shares 3,707 $301K 0.07% 0 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: 382 shares; 2024Q4: 382 shares; 2025Q1: 396 shares; 2025Q2: 396 shares; 2025Q3: 396 shares; 2025Q4: 396 shares 396 $298K 0.07% 0 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,573 shares; 2024Q4: 2,586 shares; 2025Q1: 2,600 shares; 2025Q2: 2,608 shares; 2025Q3: 2,620 shares; 2025Q4: 2,720 shares 2,720 $298K 0.07% +100 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: 832 shares; 2024Q4: 841 shares; 2025Q1: 805 shares; 2025Q2: 922 shares; 2025Q3: 671 shares; 2025Q4: 581 shares 581 $297K 0.07% -90 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,292 shares; 2024Q4: 1,293 shares; 2025Q1: 1,304 shares; 2025Q2: 1,333 shares; 2025Q3: 1,304 shares; 2025Q4: 1,297 shares 1,297 $295K 0.07% -7 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: 878 shares; 2024Q4: 748 shares; 2025Q1: 752 shares; 2025Q2: 584 shares; 2025Q3: 593 shares; 2025Q4: 1,925 shares 1,925 $295K 0.07% +1,332 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: not reported; 2024Q4: 948 shares; 2025Q1: not reported; 2025Q2: 1,014 shares; 2025Q3: 1,033 shares; 2025Q4: 814 shares 814 $288K 0.07% -219 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: 2,595 shares; 2024Q4: 1,903 shares; 2025Q1: 1,641 shares; 2025Q2: 2,220 shares; 2025Q3: 1,460 shares; 2025Q4: 958 shares 958 $281K 0.07% -502 Timeline BJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,695 shares; 2024Q4: 5,695 shares; 2025Q1: 5,695 shares; 2025Q2: 5,892 shares; 2025Q3: 6,030 shares; 2025Q4: 5,529 shares 5,529 $281K 0.07% -501 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: 837 shares; 2024Q4: 780 shares; 2025Q1: 847 shares; 2025Q2: 1,019 shares; 2025Q3: 729 shares; 2025Q4: 490 shares 490 $278K 0.07% -239 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: 6,990 shares; 2024Q4: 7,590 shares; 2025Q1: 7,590 shares; 2025Q2: 7,940 shares; 2025Q3: 8,705 shares; 2025Q4: 5,180 shares 5,180 $274K 0.07% -3,525 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: not reported; 2024Q4: not reported; 2025Q1: 1,119 shares; 2025Q2: 1,105 shares; 2025Q3: 1,152 shares; 2025Q4: 1,196 shares 1,196 $273K 0.07% +44 Timeline DJP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK 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: 7,200 shares; 2025Q4: 7,200 shares 7,200 $271K 0.07% 0 Timeline SQM SOCIEDAD QUIMICA Y MINERA DE More: the full row for SOCIEDAD QUIMICA Y MINERA DE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,938 shares; 2025Q1: 5,400 shares; 2025Q2: 6,463 shares; 2025Q3: not reported; 2025Q4: 3,913 shares 3,913 $269K 0.07% new 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: 932 shares; 2024Q4: 932 shares; 2025Q1: 932 shares; 2025Q2: 932 shares; 2025Q3: 932 shares; 2025Q4: 932 shares 932 $268K 0.07% 0 Timeline BUFB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,976 shares; 2024Q4: 7,818 shares; 2025Q1: 7,818 shares; 2025Q2: 7,607 shares; 2025Q3: 7,287 shares; 2025Q4: 7,194 shares 7,194 $264K 0.06% -93 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: not reported; 2024Q4: 2,848 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,802 shares 1,802 $255K 0.06% new 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: not reported; 2024Q4: 1,419 shares; 2025Q1: 1,814 shares; 2025Q2: 2,232 shares; 2025Q3: 1,362 shares; 2025Q4: 803 shares 803 $251K 0.06% -559 Timeline BNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,479 shares 5,479 $244K 0.06% new Timeline FUTY 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: 4,377 shares; 2024Q4: 4,377 shares; 2025Q1: 4,377 shares; 2025Q2: 4,377 shares; 2025Q3: 4,377 shares; 2025Q4: 4,377 shares 4,377 $242K 0.06% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,375 shares; 2025Q3: 2,399 shares; 2025Q4: 2,396 shares 2,396 $239K 0.06% -3 Timeline IDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,349 shares 7,349 $237K 0.06% new Timeline SCHJ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,530 shares; 2025Q4: 9,350 shares 9,350 $233K 0.06% +820 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: 6,355 shares; 2024Q4: 6,369 shares; 2025Q1: not reported; 2025Q2: 3,960 shares; 2025Q3: 3,469 shares; 2025Q4: 1,494 shares 1,494 $232K 0.06% -1,975 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,065 shares; 2024Q4: 4,166 shares; 2025Q1: 4,088 shares; 2025Q2: 4,089 shares; 2025Q3: 4,091 shares; 2025Q4: 3,591 shares 3,591 $231K 0.06% -500 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: 4,394 shares; 2024Q4: 3,747 shares; 2025Q1: 3,756 shares; 2025Q2: 4,002 shares; 2025Q3: 3,927 shares; 2025Q4: 3,932 shares 3,932 $230K 0.06% +5 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,327 shares 1,327 $227K 0.06% new Timeline KRG KITE REALTY GROUP TRUST More: the full row for KITE REALTY GROUP TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,712 shares; 2024Q4: 9,712 shares; 2025Q1: 9,712 shares; 2025Q2: 9,712 shares; 2025Q3: 9,712 shares; 2025Q4: 9,366 shares 9,366 $225K 0.05% -346 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,987 shares; 2024Q4: not reported; 2025Q1: 4,536 shares; 2025Q2: 4,486 shares; 2025Q3: 4,486 shares; 2025Q4: 4,686 shares 4,686 $224K 0.05% +200 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: 3,150 shares; 2024Q4: 3,153 shares; 2025Q1: 3,156 shares; 2025Q2: 3,159 shares; 2025Q3: 3,160 shares; 2025Q4: 3,124 shares 3,124 $223K 0.05% -36 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,356 shares; 2024Q4: not reported; 2025Q1: 3,481 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,483 shares 2,483 $220K 0.05% new 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: not reported; 2024Q4: 4,260 shares; 2025Q1: 3,983 shares; 2025Q2: 2,538 shares; 2025Q3: 1,644 shares; 2025Q4: 1,346 shares 1,346 $216K 0.05% -298 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: not reported; 2024Q4: not reported; 2025Q1: 660 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 651 shares 651 $213K 0.05% new Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,770 shares; 2025Q4: 1,770 shares 1,770 $210K 0.05% 0 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,919 shares; 2024Q4: 10,535 shares; 2025Q1: 9,055 shares; 2025Q2: 4,301 shares; 2025Q3: not reported; 2025Q4: 2,264 shares 2,264 $208K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,059 shares 2,059 $204K 0.05% new Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,832 shares; 2025Q3: not reported; 2025Q4: 10,588 shares 10,588 $177K 0.04% new Timeline