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: 324,639 shares; 2024Q4: 345,944 shares; 2025Q1: 363,202 shares; 2025Q2: 394,470 shares; 2025Q3: 402,259 shares; 2025Q4: 408,161 shares 408,161 $137M 17.49% +5,902 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 733,321 shares; 2024Q4: 730,789 shares; 2025Q1: 661,655 shares; 2025Q2: 651,339 shares; 2025Q3: 655,588 shares; 2025Q4: 719,696 shares 719,696 $60.7M 7.76% +64,108 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: 953,139 shares; 2024Q4: 940,127 shares; 2025Q1: 937,209 shares; 2025Q2: 1,164,827 shares; 2025Q3: 1,035,618 shares; 2025Q4: 1,012,270 shares 1,012,270 $46M 5.88% -23,348 Timeline JPIE 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: 756,628 shares; 2024Q4: 795,030 shares; 2025Q1: 825,134 shares; 2025Q2: 851,022 shares; 2025Q3: 901,942 shares; 2025Q4: 933,629 shares 933,629 $43.2M 5.52% +31,687 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: 75,151 shares; 2024Q4: 74,554 shares; 2025Q1: 74,440 shares; 2025Q2: 76,846 shares; 2025Q3: 73,919 shares; 2025Q4: 72,298 shares 72,298 $36.3M 4.65% -1,621 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,875 shares; 2024Q4: 145,177 shares; 2025Q1: 152,111 shares; 2025Q2: 151,160 shares; 2025Q3: 142,282 shares; 2025Q4: 141,713 shares 141,713 $35.8M 4.58% -569 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: 536,859 shares; 2024Q4: 524,563 shares; 2025Q1: 510,952 shares; 2025Q2: 568,670 shares; 2025Q3: 564,447 shares; 2025Q4: 571,381 shares 571,381 $35.7M 4.56% +6,934 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: 576,009 shares; 2024Q4: 558,371 shares; 2025Q1: 543,821 shares; 2025Q2: 474,869 shares; 2025Q3: 451,788 shares; 2025Q4: 441,376 shares 441,376 $30.6M 3.92% -10,412 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: 47,466 shares; 2024Q4: 46,458 shares; 2025Q1: 44,130 shares; 2025Q2: 37,361 shares; 2025Q3: 31,773 shares; 2025Q4: 31,189 shares 31,189 $19.2M 2.45% -584 Timeline JQUA 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: 199,744 shares; 2024Q4: 223,274 shares; 2025Q1: 235,613 shares; 2025Q2: 265,388 shares; 2025Q3: 257,028 shares; 2025Q4: 258,724 shares 258,724 $16.3M 2.09% +1,696 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: 52,347 shares; 2024Q4: 49,483 shares; 2025Q1: 48,639 shares; 2025Q2: 48,377 shares; 2025Q3: 48,645 shares; 2025Q4: 48,732 shares 48,732 $16.1M 2.06% +87 Timeline VCRB 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: 29,450 shares; 2025Q3: 134,073 shares; 2025Q4: 205,899 shares 205,899 $16M 2.05% +71,826 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 48,637 shares; 2025Q3: 217,529 shares; 2025Q4: 266,107 shares 266,107 $14.8M 1.89% +48,578 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: 249,712 shares; 2024Q4: 257,427 shares; 2025Q1: 246,818 shares; 2025Q2: 199,700 shares; 2025Q3: 142,931 shares; 2025Q4: 127,290 shares 127,290 $14.5M 1.85% -15,641 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,692 shares; 2025Q3: 48,620 shares; 2025Q4: 57,464 shares 57,464 $14.4M 1.84% +8,844 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: 143,928 shares; 2024Q4: 149,879 shares; 2025Q1: 154,252 shares; 2025Q2: 131,449 shares; 2025Q3: 130,377 shares; 2025Q4: 134,229 shares 134,229 $12.6M 1.61% +3,852 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: 23,638 shares; 2024Q4: 23,419 shares; 2025Q1: 23,366 shares; 2025Q2: 24,694 shares; 2025Q3: 25,252 shares; 2025Q4: 25,183 shares 25,183 $12.2M 1.56% -69 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: 40,615 shares; 2024Q4: 42,000 shares; 2025Q1: 40,466 shares; 2025Q2: 38,390 shares; 2025Q3: 40,205 shares; 2025Q4: 44,074 shares 44,074 $12M 1.53% +3,869 Timeline GARP 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: 19,612 shares; 2024Q4: 30,871 shares; 2025Q1: 49,710 shares; 2025Q2: 122,431 shares; 2025Q3: 132,525 shares; 2025Q4: 152,367 shares 152,367 $10.4M 1.33% +19,842 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: 39,558 shares; 2024Q4: 40,004 shares; 2025Q1: 39,048 shares; 2025Q2: 43,711 shares; 2025Q3: 45,504 shares; 2025Q4: 47,408 shares 47,408 $8.84M 1.13% +1,904 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: 12,259 shares; 2024Q4: 12,275 shares; 2025Q1: 12,285 shares; 2025Q2: 12,262 shares; 2025Q3: 12,265 shares; 2025Q4: 12,341 shares 12,341 $7.74M 0.99% +76 Timeline AVEM 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: 25,219 shares; 2024Q4: 24,912 shares; 2025Q1: 34,637 shares; 2025Q2: 91,659 shares; 2025Q3: 84,107 shares; 2025Q4: 84,926 shares 84,926 $6.54M 0.84% +819 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: 10,079 shares; 2024Q4: 9,450 shares; 2025Q1: 14,071 shares; 2025Q2: 14,071 shares; 2025Q3: 11,652 shares; 2025Q4: 11,646 shares 11,646 $5.63M 0.72% -6 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: 17,627 shares; 2024Q4: 19,261 shares; 2025Q1: 18,804 shares; 2025Q2: 20,074 shares; 2025Q3: 21,177 shares; 2025Q4: 22,442 shares 22,442 $5.18M 0.66% +1,265 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: 12,269 shares; 2024Q4: 12,580 shares; 2025Q1: 12,748 shares; 2025Q2: 12,724 shares; 2025Q3: 13,460 shares; 2025Q4: 14,001 shares 14,001 $4.38M 0.56% +541 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: 12,417 shares; 2024Q4: 12,685 shares; 2025Q1: 12,846 shares; 2025Q2: 12,616 shares; 2025Q3: 13,283 shares; 2025Q4: 13,543 shares 13,543 $4.25M 0.54% +260 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: 24,843 shares; 2024Q4: 23,596 shares; 2025Q1: 20,071 shares; 2025Q2: 17,851 shares; 2025Q3: 16,787 shares; 2025Q4: 16,315 shares 16,315 $3.59M 0.46% -472 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: 5,661 shares; 2024Q4: 4,686 shares; 2025Q1: 4,779 shares; 2025Q2: 5,903 shares; 2025Q3: 7,291 shares; 2025Q4: 7,682 shares 7,682 $3.45M 0.44% +391 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,257 shares; 2024Q4: 8,188 shares; 2025Q1: 7,874 shares; 2025Q2: 8,616 shares; 2025Q3: 8,833 shares; 2025Q4: 9,010 shares 9,010 $3.12M 0.4% +177 Timeline TTMI TTM TECHNOLOGIES INC More: the full row for TTM TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 71,442 shares; 2025Q1: 71,442 shares; 2025Q2: 50,442 shares; 2025Q3: 45,038 shares; 2025Q4: 45,038 shares 45,038 $3.11M 0.4% 0 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,779 shares; 2024Q4: 6,779 shares; 2025Q1: 6,788 shares; 2025Q2: 7,001 shares; 2025Q3: 7,001 shares; 2025Q4: 7,841 shares 7,841 $3.11M 0.4% +840 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: 114,279 shares; 2024Q4: 87,392 shares; 2025Q1: 78,912 shares; 2025Q2: 67,944 shares; 2025Q3: 59,847 shares; 2025Q4: 57,215 shares 57,215 $3.08M 0.39% -2,632 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: 3,727 shares; 2024Q4: 3,825 shares; 2025Q1: 4,003 shares; 2025Q2: 3,879 shares; 2025Q3: 4,088 shares; 2025Q4: 3,920 shares 3,920 $2.59M 0.33% -168 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: 9,217 shares; 2024Q4: 9,237 shares; 2025Q1: 9,233 shares; 2025Q2: 9,275 shares; 2025Q3: 8,431 shares; 2025Q4: 8,268 shares 8,268 $2.57M 0.33% -163 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: 40,125 shares; 2024Q4: 42,050 shares; 2025Q1: 42,103 shares; 2025Q2: 42,148 shares; 2025Q3: 42,148 shares; 2025Q4: 43,208 shares 43,208 $2.51M 0.32% +1,060 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,308 shares; 2024Q4: 10,926 shares; 2025Q1: 10,393 shares; 2025Q2: 9,316 shares; 2025Q3: 8,719 shares; 2025Q4: 7,904 shares 7,904 $2.34M 0.3% -815 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: 1,991 shares; 2024Q4: 1,933 shares; 2025Q1: 2,010 shares; 2025Q2: 1,984 shares; 2025Q3: 1,791 shares; 2025Q4: 2,059 shares 2,059 $2.21M 0.28% +268 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: 16,584 shares; 2024Q4: 49,897 shares; 2025Q1: 50,025 shares; 2025Q2: 81,745 shares; 2025Q3: 81,745 shares; 2025Q4: 83,720 shares 83,720 $2.2M 0.28% +1,975 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: 81,841 shares; 2024Q4: 81,724 shares; 2025Q1: 80,510 shares; 2025Q2: 79,274 shares; 2025Q3: 78,904 shares; 2025Q4: 65,395 shares 65,395 $2.19M 0.28% -13,509 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: 5,788 shares; 2024Q4: 5,842 shares; 2025Q1: 6,031 shares; 2025Q2: 6,151 shares; 2025Q3: 6,180 shares; 2025Q4: 6,161 shares 6,161 $2.16M 0.28% -19 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,788 shares; 2024Q4: 31,814 shares; 2025Q1: 30,823 shares; 2025Q2: 29,591 shares; 2025Q3: 23,455 shares; 2025Q4: 22,418 shares 22,418 $2.09M 0.27% -1,037 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: 7,303 shares; 2024Q4: 6,005 shares; 2025Q1: 9,267 shares; 2025Q2: 9,770 shares; 2025Q3: 9,015 shares; 2025Q4: 9,901 shares 9,901 $2.05M 0.26% +886 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: 5,897 shares; 2024Q4: 6,000 shares; 2025Q1: 6,303 shares; 2025Q2: 6,147 shares; 2025Q3: 6,252 shares; 2025Q4: 6,354 shares 6,354 $2.05M 0.26% +102 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,355 shares 9,355 $2.03M 0.26% new 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: 17,531 shares; 2024Q4: 17,839 shares; 2025Q1: 18,268 shares; 2025Q2: 17,306 shares; 2025Q3: 17,380 shares; 2025Q4: 17,526 shares 17,526 $1.95M 0.25% +146 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,051 shares; 2024Q4: 2,051 shares; 2025Q1: 3,536 shares; 2025Q2: 11,181 shares; 2025Q3: 11,106 shares; 2025Q4: 11,386 shares 11,386 $1.69M 0.22% +280 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: 12,649 shares; 2024Q4: 12,432 shares; 2025Q1: 12,606 shares; 2025Q2: 10,197 shares; 2025Q3: 10,359 shares; 2025Q4: 12,255 shares 12,255 $1.47M 0.19% +1,896 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: 8,537 shares; 2024Q4: 8,840 shares; 2025Q1: 8,854 shares; 2025Q2: 9,538 shares; 2025Q3: 9,519 shares; 2025Q4: 8,973 shares 8,973 $1.44M 0.18% -546 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: 62,636 shares; 2024Q4: 61,708 shares; 2025Q1: 60,543 shares; 2025Q2: 29,170 shares; 2025Q3: 24,683 shares; 2025Q4: 24,624 shares 24,624 $1.41M 0.18% -59 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: 4,633 shares; 2024Q4: 4,657 shares; 2025Q1: 4,904 shares; 2025Q2: 4,722 shares; 2025Q3: 5,068 shares; 2025Q4: 5,594 shares 5,594 $1.28M 0.16% +526 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: 4,475 shares; 2024Q4: 4,522 shares; 2025Q1: 4,728 shares; 2025Q2: 4,783 shares; 2025Q3: 4,852 shares; 2025Q4: 5,248 shares 5,248 $1.27M 0.16% +396 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: 5,649 shares; 2025Q1: 6,079 shares; 2025Q2: 6,674 shares; 2025Q3: 8,127 shares; 2025Q4: 7,065 shares 7,065 $1.26M 0.16% -1,062 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: 1,440 shares; 2024Q4: 1,491 shares; 2025Q1: 1,539 shares; 2025Q2: 1,513 shares; 2025Q3: 1,487 shares; 2025Q4: 1,414 shares 1,414 $1.22M 0.16% -73 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: 3,003 shares; 2024Q4: 3,026 shares; 2025Q1: 3,354 shares; 2025Q2: 3,325 shares; 2025Q3: 3,380 shares; 2025Q4: 3,498 shares 3,498 $1.2M 0.15% +118 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: 7,099 shares; 2024Q4: 7,129 shares; 2025Q1: 6,749 shares; 2025Q2: 6,678 shares; 2025Q3: 6,675 shares; 2025Q4: 5,996 shares 5,996 $1.17M 0.15% -679 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: 1,138 shares; 2024Q4: 1,186 shares; 2025Q1: 1,260 shares; 2025Q2: 1,336 shares; 2025Q3: 1,284 shares; 2025Q4: 12,249 shares 12,249 $1.15M 0.15% +10,965 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,405 shares; 2024Q4: 1,431 shares; 2025Q1: 1,598 shares; 2025Q2: 1,692 shares; 2025Q3: 1,756 shares; 2025Q4: 1,812 shares 1,812 $1.03M 0.13% +56 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,373 shares; 2024Q4: 3,654 shares; 2025Q1: 3,654 shares; 2025Q2: 4,329 shares; 2025Q3: 4,330 shares; 2025Q4: 5,047 shares 5,047 $1M 0.13% +717 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: 1,610 shares; 2024Q4: 1,766 shares; 2025Q1: 1,692 shares; 2025Q2: 1,554 shares; 2025Q3: 1,496 shares; 2025Q4: 1,482 shares 1,482 $998K 0.13% -14 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,503 shares; 2024Q4: 36,114 shares; 2025Q1: 36,873 shares; 2025Q2: 37,221 shares; 2025Q3: 39,193 shares; 2025Q4: 39,150 shares 39,150 $996K 0.13% -43 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: 4,674 shares; 2024Q4: 4,754 shares; 2025Q1: 4,579 shares; 2025Q2: 3,977 shares; 2025Q3: 3,292 shares; 2025Q4: 3,683 shares 3,683 $988K 0.13% +391 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,404 shares; 2024Q4: 15,274 shares; 2025Q1: 16,235 shares; 2025Q2: 16,505 shares; 2025Q3: 16,918 shares; 2025Q4: 16,694 shares 16,694 $963K 0.12% -224 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: 3,102 shares; 2024Q4: 3,008 shares; 2025Q1: 2,742 shares; 2025Q2: 2,752 shares; 2025Q3: 2,802 shares; 2025Q4: 2,910 shares 2,910 $953K 0.12% +108 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,912 shares; 2024Q4: 12,721 shares; 2025Q1: 15,074 shares; 2025Q2: 16,066 shares; 2025Q3: 16,249 shares; 2025Q4: 16,693 shares 16,693 $945K 0.12% +444 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,520 shares; 2024Q4: 68,520 shares; 2025Q1: 68,520 shares; 2025Q2: 68,520 shares; 2025Q3: 68,520 shares; 2025Q4: 67,945 shares 67,945 $897K 0.11% -575 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: 2,846 shares; 2024Q4: 2,859 shares; 2025Q1: 2,934 shares; 2025Q2: 2,977 shares; 2025Q3: 2,979 shares; 2025Q4: 3,020 shares 3,020 $895K 0.11% +41 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: 1,296 shares; 2024Q4: 1,297 shares; 2025Q1: 1,297 shares; 2025Q2: 1,298 shares; 2025Q3: 1,298 shares; 2025Q4: 1,308 shares 1,308 $892K 0.11% +10 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,895 shares; 2025Q4: 1,868 shares 1,868 $877K 0.11% -27 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: 2,924 shares; 2024Q4: 4,082 shares; 2025Q1: 5,332 shares; 2025Q2: 5,334 shares; 2025Q3: 6,376 shares; 2025Q4: 7,062 shares 7,062 $867K 0.11% +686 Timeline VCRM VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,365 shares 11,365 $859K 0.11% new Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,232 shares; 2024Q4: 36,359 shares; 2025Q1: 36,804 shares; 2025Q2: 36,033 shares; 2025Q3: 35,873 shares; 2025Q4: 36,693 shares 36,693 $855K 0.11% +820 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: 11,069 shares; 2024Q4: 10,854 shares; 2025Q1: 12,226 shares; 2025Q2: 12,295 shares; 2025Q3: 11,676 shares; 2025Q4: 12,068 shares 12,068 $844K 0.11% +392 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: 6,147 shares; 2024Q4: 6,269 shares; 2025Q1: 6,177 shares; 2025Q2: 5,855 shares; 2025Q3: 5,676 shares; 2025Q4: 5,758 shares 5,758 $825K 0.11% +82 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: 13,324 shares; 2024Q4: 11,891 shares; 2025Q1: 10,794 shares; 2025Q2: 5,371 shares; 2025Q3: 3,195 shares; 2025Q4: 3,196 shares 3,196 $824K 0.11% +1 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,376 shares; 2024Q4: 24,521 shares; 2025Q1: 48,807 shares; 2025Q2: 46,545 shares; 2025Q3: 55,809 shares; 2025Q4: 62,503 shares 62,503 $814K 0.1% +6,694 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: 9,597 shares; 2024Q4: 10,019 shares; 2025Q1: 10,991 shares; 2025Q2: 9,963 shares; 2025Q3: 10,040 shares; 2025Q4: 10,385 shares 10,385 $800K 0.1% +345 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: 992 shares; 2024Q4: 984 shares; 2025Q1: 1,009 shares; 2025Q2: 1,007 shares; 2025Q3: 920 shares; 2025Q4: 951 shares 951 $780K 0.1% +31 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: 5,318 shares; 2024Q4: 5,699 shares; 2025Q1: 6,140 shares; 2025Q2: 4,364 shares; 2025Q3: 4,618 shares; 2025Q4: 4,880 shares 4,880 $744K 0.1% +262 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: 4,975 shares; 2024Q4: 6,230 shares; 2025Q1: 5,290 shares; 2025Q2: 8,811 shares; 2025Q3: 15,131 shares; 2025Q4: 14,311 shares 14,311 $723K 0.09% -820 Timeline TLK TELEKOMUNIKASI IND More: the full row for TELEKOMUNIKASI IND 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: 16,633 shares; 2025Q3: 27,771 shares; 2025Q4: 33,931 shares 33,931 $714K 0.09% +6,160 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: 4,299 shares; 2024Q4: 4,982 shares; 2025Q1: 5,233 shares; 2025Q2: 5,467 shares; 2025Q3: 5,598 shares; 2025Q4: 5,585 shares 5,585 $700K 0.09% -13 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: 4,620 shares; 2024Q4: 4,631 shares; 2025Q1: 4,936 shares; 2025Q2: 4,800 shares; 2025Q3: 4,690 shares; 2025Q4: 3,556 shares 3,556 $694K 0.09% -1,134 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,600 shares; 2024Q4: 8,505 shares; 2025Q1: 10,408 shares; 2025Q2: 12,782 shares; 2025Q3: 15,005 shares; 2025Q4: 14,633 shares 14,633 $693K 0.09% -372 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,316 shares; 2024Q4: 42,947 shares; 2025Q1: 42,758 shares; 2025Q2: 43,011 shares; 2025Q3: 42,585 shares; 2025Q4: 39,424 shares 39,424 $690K 0.09% -3,161 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: 1,057 shares; 2024Q4: 1,057 shares; 2025Q1: 957 shares; 2025Q2: 936 shares; 2025Q3: 933 shares; 2025Q4: 915 shares 915 $689K 0.09% -18 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: 5,809 shares; 2024Q4: 5,839 shares; 2025Q1: 6,114 shares; 2025Q2: 6,512 shares; 2025Q3: 6,747 shares; 2025Q4: 7,681 shares 7,681 $687K 0.09% +934 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: 5,535 shares; 2024Q4: 5,569 shares; 2025Q1: 5,537 shares; 2025Q2: 5,482 shares; 2025Q3: 5,409 shares; 2025Q4: 5,456 shares 5,456 $681K 0.09% +47 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: 2,508 shares; 2024Q4: 2,455 shares; 2025Q1: 2,467 shares; 2025Q2: 2,349 shares; 2025Q3: 2,312 shares; 2025Q4: 2,378 shares 2,378 $679K 0.09% +66 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 428 shares; 2024Q4: 426 shares; 2025Q1: 426 shares; 2025Q2: 398 shares; 2025Q3: 393 shares; 2025Q4: 393 shares 393 $664K 0.08% 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: 7,158 shares; 2024Q4: 7,549 shares; 2025Q1: 8,830 shares; 2025Q2: 9,890 shares; 2025Q3: 13,888 shares; 2025Q4: 26,510 shares 26,510 $660K 0.08% +12,622 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: 2,356 shares; 2024Q4: 2,393 shares; 2025Q1: 2,322 shares; 2025Q2: 2,085 shares; 2025Q3: 2,007 shares; 2025Q4: 2,157 shares 2,157 $659K 0.08% +150 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: 15,631 shares; 2024Q4: 15,631 shares; 2025Q1: 15,631 shares; 2025Q2: 14,143 shares; 2025Q3: 14,143 shares; 2025Q4: 14,143 shares 14,143 $659K 0.08% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,091 shares; 2024Q4: 5,501 shares; 2025Q1: 6,080 shares; 2025Q2: 5,078 shares; 2025Q3: 5,433 shares; 2025Q4: 5,635 shares 5,635 $658K 0.08% +202 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,686 shares; 2025Q3: 10,460 shares; 2025Q4: 11,077 shares 11,077 $651K 0.08% +617 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: 4,490 shares; 2024Q4: 3,237 shares; 2025Q1: 2,886 shares; 2025Q2: 2,797 shares; 2025Q3: 3,622 shares; 2025Q4: 4,469 shares 4,469 $641K 0.08% +847 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: 1,921 shares; 2024Q4: 1,925 shares; 2025Q1: 1,956 shares; 2025Q2: 1,990 shares; 2025Q3: 1,984 shares; 2025Q4: 2,060 shares 2,060 $635K 0.08% +76 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,583 shares; 2024Q4: 3,507 shares; 2025Q1: 3,515 shares; 2025Q2: 3,420 shares; 2025Q3: 3,026 shares; 2025Q4: 3,071 shares 3,071 $631K 0.08% +45 Timeline IQDG 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: 16,492 shares; 2024Q4: 17,693 shares; 2025Q1: 17,710 shares; 2025Q2: 15,048 shares; 2025Q3: 15,048 shares; 2025Q4: 15,048 shares 15,048 $624K 0.08% 0 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,499 shares; 2024Q4: 25,504 shares; 2025Q1: 24,388 shares; 2025Q2: 24,388 shares; 2025Q3: 24,388 shares; 2025Q4: 24,389 shares 24,389 $618K 0.08% +1 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: 2,278 shares; 2024Q4: 2,278 shares; 2025Q1: 2,278 shares; 2025Q2: 2,140 shares; 2025Q3: 2,140 shares; 2025Q4: 2,140 shares 2,140 $616K 0.08% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,644 shares; 2024Q4: 2,702 shares; 2025Q1: 2,963 shares; 2025Q2: 3,161 shares; 2025Q3: 3,170 shares; 2025Q4: 3,358 shares 3,358 $616K 0.08% +188 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: 845 shares; 2024Q4: 949 shares; 2025Q1: 985 shares; 2025Q2: 1,012 shares; 2025Q3: 1,029 shares; 2025Q4: 1,063 shares 1,063 $609K 0.08% +34 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,777 shares; 2025Q3: 17,777 shares; 2025Q4: 18,422 shares 18,422 $601K 0.08% +645 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: 540 shares; 2024Q4: 494 shares; 2025Q1: 495 shares; 2025Q2: 467 shares; 2025Q3: 472 shares; 2025Q4: 492 shares 492 $598K 0.08% +20 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,975 shares; 2024Q4: 12,971 shares; 2025Q1: 15,400 shares; 2025Q2: 15,632 shares; 2025Q3: 15,536 shares; 2025Q4: 15,477 shares 15,477 $597K 0.08% -59 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: 2,530 shares; 2024Q4: 2,522 shares; 2025Q1: 2,525 shares; 2025Q2: 2,528 shares; 2025Q3: 2,529 shares; 2025Q4: 2,621 shares 2,621 $589K 0.08% +92 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: 13,752 shares; 2024Q4: 14,074 shares; 2025Q1: 14,621 shares; 2025Q2: 14,103 shares; 2025Q3: 15,921 shares; 2025Q4: 14,266 shares 14,266 $581K 0.07% -1,655 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: 17,544 shares; 2024Q4: 17,610 shares; 2025Q1: 18,184 shares; 2025Q2: 17,504 shares; 2025Q3: 16,718 shares; 2025Q4: 14,184 shares 14,184 $573K 0.07% -2,534 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: 6,467 shares; 2024Q4: 6,460 shares; 2025Q1: 6,511 shares; 2025Q2: 6,679 shares; 2025Q3: 6,606 shares; 2025Q4: 6,554 shares 6,554 $571K 0.07% -52 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: 3,862 shares; 2024Q4: 3,687 shares; 2025Q1: 3,795 shares; 2025Q2: 3,918 shares; 2025Q3: 3,978 shares; 2025Q4: 4,128 shares 4,128 $569K 0.07% +150 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: 165,338 shares; 2024Q4: 165,619 shares; 2025Q1: 155,332 shares; 2025Q2: 9,401 shares; 2025Q3: 5,469 shares; 2025Q4: 5,535 shares 5,535 $564K 0.07% +66 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: 96 shares; 2024Q4: 101 shares; 2025Q1: 105 shares; 2025Q2: 103 shares; 2025Q3: 100 shares; 2025Q4: 104 shares 104 $557K 0.07% +4 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,893 shares; 2024Q4: 2,251 shares; 2025Q1: 2,134 shares; 2025Q2: 1,785 shares; 2025Q3: 1,809 shares; 2025Q4: 1,810 shares 1,810 $550K 0.07% +1 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,311 shares; 2024Q4: 4,308 shares; 2025Q1: 4,361 shares; 2025Q2: 4,312 shares; 2025Q3: 4,385 shares; 2025Q4: 4,553 shares 4,553 $523K 0.07% +168 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: 933 shares; 2024Q4: 946 shares; 2025Q1: 936 shares; 2025Q2: 980 shares; 2025Q3: 979 shares; 2025Q4: 853 shares 853 $522K 0.07% -126 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,743 shares; 2024Q4: 1,743 shares; 2025Q1: 1,743 shares; 2025Q2: 1,743 shares; 2025Q3: 1,743 shares; 2025Q4: 1,743 shares 1,743 $520K 0.07% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,495 shares; 2024Q4: 1,746 shares; 2025Q1: 2,032 shares; 2025Q2: 2,195 shares; 2025Q3: 2,239 shares; 2025Q4: 2,449 shares 2,449 $511K 0.07% +210 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: not reported; 2024Q4: not reported; 2025Q1: 3,978 shares; 2025Q2: 2,934 shares; 2025Q3: 4,391 shares; 2025Q4: 5,306 shares 5,306 $510K 0.07% +915 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,194 shares; 2024Q4: 11,186 shares; 2025Q1: 11,163 shares; 2025Q2: 10,835 shares; 2025Q3: 10,784 shares; 2025Q4: 10,784 shares 10,784 $499K 0.06% 0 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: 13,287 shares; 2024Q4: 17,596 shares; 2025Q1: 22,048 shares; 2025Q2: 22,723 shares; 2025Q3: 24,269 shares; 2025Q4: 19,671 shares 19,671 $489K 0.06% -4,598 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: 10,442 shares; 2024Q4: 10,729 shares; 2025Q1: 10,729 shares; 2025Q2: 10,782 shares; 2025Q3: 10,782 shares; 2025Q4: 10,782 shares 10,782 $487K 0.06% 0 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: 1,969 shares; 2024Q4: 2,013 shares; 2025Q1: 2,088 shares; 2025Q2: 2,140 shares; 2025Q3: 1,860 shares; 2025Q4: 1,838 shares 1,838 $487K 0.06% -22 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,565 shares; 2025Q3: 1,634 shares; 2025Q4: 1,747 shares 1,747 $481K 0.06% +113 Timeline JOYY JOYY INC More: the full row for JOYY 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: 5,609 shares; 2025Q2: 6,842 shares; 2025Q3: 7,165 shares; 2025Q4: 7,184 shares 7,184 $465K 0.06% +19 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,329 shares; 2024Q4: 3,308 shares; 2025Q1: 3,359 shares; 2025Q2: 3,341 shares; 2025Q3: 3,290 shares; 2025Q4: 3,329 shares 3,329 $459K 0.06% +39 Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,330 shares; 2024Q4: 22,330 shares; 2025Q1: 22,330 shares; 2025Q2: 22,330 shares; 2025Q3: 15,598 shares; 2025Q4: 12,986 shares 12,986 $458K 0.06% -2,612 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: 2,576 shares; 2024Q4: 2,221 shares; 2025Q1: 2,029 shares; 2025Q2: 1,998 shares; 2025Q3: 2,137 shares; 2025Q4: 2,122 shares 2,122 $454K 0.06% -15 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: 5,762 shares; 2024Q4: 6,504 shares; 2025Q1: 5,881 shares; 2025Q2: 4,564 shares; 2025Q3: 6,282 shares; 2025Q4: 8,460 shares 8,460 $451K 0.06% +2,178 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: 1,035 shares; 2024Q4: 1,065 shares; 2025Q1: 1,107 shares; 2025Q2: 1,084 shares; 2025Q3: 1,136 shares; 2025Q4: 1,198 shares 1,198 $443K 0.06% +62 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE 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: not reported; 2025Q2: 5,546 shares; 2025Q3: 5,989 shares; 2025Q4: 6,377 shares 6,377 $443K 0.06% +388 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: 2,883 shares; 2024Q4: 2,767 shares; 2025Q1: 2,852 shares; 2025Q2: 2,585 shares; 2025Q3: 2,456 shares; 2025Q4: 2,587 shares 2,587 $443K 0.06% +131 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: 708 shares; 2024Q4: 692 shares; 2025Q1: 794 shares; 2025Q2: 779 shares; 2025Q3: 845 shares; 2025Q4: 844 shares 844 $441K 0.06% -1 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,518 shares; 2024Q4: 1,521 shares; 2025Q1: 1,521 shares; 2025Q2: 1,518 shares; 2025Q3: 1,518 shares; 2025Q4: 1,518 shares 1,518 $438K 0.06% 0 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,064 shares; 2024Q4: 1,064 shares; 2025Q1: 1,065 shares; 2025Q2: 1,011 shares; 2025Q3: 891 shares; 2025Q4: 892 shares 892 $435K 0.06% +1 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: 548 shares; 2024Q4: 575 shares; 2025Q1: 632 shares; 2025Q2: 632 shares; 2025Q3: 632 shares; 2025Q4: 632 shares 632 $433K 0.06% 0 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA 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: 464 shares; 2025Q3: 463 shares; 2025Q4: 460 shares 460 $429K 0.05% -3 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: 4,070 shares; 2024Q4: 3,818 shares; 2025Q1: 3,783 shares; 2025Q2: 3,751 shares; 2025Q3: 3,579 shares; 2025Q4: 3,655 shares 3,655 $429K 0.05% +76 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL 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: 995 shares; 2025Q2: 1,348 shares; 2025Q3: 1,316 shares; 2025Q4: 1,327 shares 1,327 $423K 0.05% +11 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: not reported; 2024Q4: 1,055 shares; 2025Q1: 1,055 shares; 2025Q2: 1,082 shares; 2025Q3: 1,082 shares; 2025Q4: 2,903 shares 2,903 $418K 0.05% +1,821 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: not reported; 2024Q4: 1,185 shares; 2025Q1: 1,244 shares; 2025Q2: 1,429 shares; 2025Q3: 1,338 shares; 2025Q4: 1,418 shares 1,418 $411K 0.05% +80 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: 383 shares; 2025Q1: 385 shares; 2025Q2: 381 shares; 2025Q3: 381 shares; 2025Q4: 383 shares 383 $410K 0.05% +2 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: 536 shares; 2024Q4: 517 shares; 2025Q1: 556 shares; 2025Q2: 540 shares; 2025Q3: 543 shares; 2025Q4: 617 shares 617 $409K 0.05% +74 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: 299 shares; 2024Q4: 299 shares; 2025Q1: 310 shares; 2025Q2: 4,498 shares; 2025Q3: 4,556 shares; 2025Q4: 4,395 shares 4,395 $401K 0.05% -161 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: 408 shares; 2024Q4: 435 shares; 2025Q1: 504 shares; 2025Q2: 432 shares; 2025Q3: 433 shares; 2025Q4: 456 shares 456 $401K 0.05% +23 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: 2,253 shares; 2024Q4: 2,230 shares; 2025Q1: 2,317 shares; 2025Q2: 2,459 shares; 2025Q3: 2,198 shares; 2025Q4: 2,101 shares 2,101 $395K 0.05% -97 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: 4,487 shares; 2024Q4: 3,912 shares; 2025Q1: 4,945 shares; 2025Q2: 2,729 shares; 2025Q3: 2,483 shares; 2025Q4: 3,743 shares 3,743 $394K 0.05% +1,260 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: 2,726 shares; 2025Q3: 2,795 shares; 2025Q4: 2,829 shares 2,829 $382K 0.05% +34 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,580 shares; 2024Q4: 2,655 shares; 2025Q1: 2,705 shares; 2025Q2: 3,027 shares; 2025Q3: 2,922 shares; 2025Q4: 3,132 shares 3,132 $381K 0.05% +210 Timeline SHOC EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,562 shares; 2024Q4: 5,570 shares; 2025Q1: 5,574 shares; 2025Q2: 5,470 shares; 2025Q3: 5,418 shares; 2025Q4: 5,421 shares 5,421 $372K 0.05% +3 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: 2,054 shares; 2024Q4: 2,094 shares; 2025Q1: 2,045 shares; 2025Q2: 2,029 shares; 2025Q3: 1,880 shares; 2025Q4: 1,439 shares 1,439 $370K 0.05% -441 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: 3,280 shares; 2024Q4: 3,267 shares; 2025Q1: 3,317 shares; 2025Q2: 3,278 shares; 2025Q3: 3,277 shares; 2025Q4: 3,285 shares 3,285 $362K 0.05% +8 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: not reported; 2024Q4: 1,202 shares; 2025Q1: 1,208 shares; 2025Q2: 1,628 shares; 2025Q3: 1,483 shares; 2025Q4: 1,488 shares 1,488 $361K 0.05% +5 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: 2,217 shares; 2024Q4: 2,323 shares; 2025Q1: 2,378 shares; 2025Q2: 2,341 shares; 2025Q3: 2,248 shares; 2025Q4: 2,247 shares 2,247 $360K 0.05% -1 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: 1,983 shares; 2024Q4: 1,948 shares; 2025Q1: 2,125 shares; 2025Q2: 2,282 shares; 2025Q3: 2,304 shares; 2025Q4: 2,335 shares 2,335 $359K 0.05% +31 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,888 shares; 2024Q4: 18,414 shares; 2025Q1: 22,965 shares; 2025Q2: 25,652 shares; 2025Q3: 26,074 shares; 2025Q4: 30,472 shares 30,472 $357K 0.05% +4,398 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,941 shares; 2024Q4: 9,981 shares; 2025Q1: 9,925 shares; 2025Q2: 9,927 shares; 2025Q3: 9,850 shares; 2025Q4: 9,850 shares 9,850 $357K 0.05% 0 Timeline QGRW 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: 6,061 shares; 2024Q4: 9,659 shares; 2025Q1: 9,659 shares; 2025Q2: 6,069 shares; 2025Q3: 6,069 shares; 2025Q4: 6,069 shares 6,069 $356K 0.05% 0 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: 2,451 shares; 2024Q4: 3,578 shares; 2025Q1: 3,712 shares; 2025Q2: 3,861 shares; 2025Q3: 3,948 shares; 2025Q4: 4,070 shares 4,070 $355K 0.05% +122 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: 2,406 shares; 2024Q4: 2,424 shares; 2025Q1: 2,464 shares; 2025Q2: 2,555 shares; 2025Q3: 2,599 shares; 2025Q4: 2,632 shares 2,632 $349K 0.04% +33 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: 2,560 shares; 2024Q4: 2,746 shares; 2025Q1: 2,557 shares; 2025Q2: 2,721 shares; 2025Q3: 2,970 shares; 2025Q4: 2,979 shares 2,979 $349K 0.04% +9 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: 6,136 shares; 2024Q4: 6,775 shares; 2025Q1: 7,364 shares; 2025Q2: 4,393 shares; 2025Q3: 4,319 shares; 2025Q4: 6,322 shares 6,322 $348K 0.04% +2,003 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY 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: 2,542 shares; 2025Q3: 2,631 shares; 2025Q4: 2,683 shares 2,683 $343K 0.04% +52 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 302 shares; 2025Q3: 335 shares; 2025Q4: 389 shares 389 $342K 0.04% +54 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,543 shares; 2025Q3: 1,556 shares; 2025Q4: 1,497 shares 1,497 $341K 0.04% -59 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,465 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,024 shares; 2025Q3: 7,299 shares; 2025Q4: 7,549 shares 7,549 $335K 0.04% +250 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: 465 shares; 2025Q3: 487 shares; 2025Q4: 508 shares 508 $332K 0.04% +21 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: 1,486 shares; 2024Q4: 1,500 shares; 2025Q1: 1,562 shares; 2025Q2: 1,601 shares; 2025Q3: 1,512 shares; 2025Q4: 1,496 shares 1,496 $329K 0.04% -16 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: 1,014 shares; 2024Q4: 1,014 shares; 2025Q1: 1,014 shares; 2025Q2: 1,032 shares; 2025Q3: 1,026 shares; 2025Q4: 1,032 shares 1,032 $329K 0.04% +6 Timeline BBDO BANCO BRADESCO S A More: the full row for BANCO BRADESCO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,521 shares; 2025Q2: 66,606 shares; 2025Q3: 91,428 shares; 2025Q4: 114,496 shares 114,496 $329K 0.04% +23,068 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: 3,456 shares; 2024Q4: 3,314 shares; 2025Q1: 3,305 shares; 2025Q2: 3,014 shares; 2025Q3: 2,599 shares; 2025Q4: 2,599 shares 2,599 $327K 0.04% 0 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: 1,183 shares; 2024Q4: 1,296 shares; 2025Q1: 1,397 shares; 2025Q2: 1,262 shares; 2025Q3: 1,262 shares; 2025Q4: 1,323 shares 1,323 $326K 0.04% +61 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: 1,165 shares; 2024Q4: 1,032 shares; 2025Q1: 1,072 shares; 2025Q2: 1,149 shares; 2025Q3: 1,041 shares; 2025Q4: 930 shares 930 $325K 0.04% -111 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: not reported; 2024Q4: 1,679 shares; 2025Q1: not reported; 2025Q2: 1,820 shares; 2025Q3: 1,813 shares; 2025Q4: 1,826 shares 1,826 $324K 0.04% +13 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: not reported; 2024Q4: not reported; 2025Q1: 3,320 shares; 2025Q2: 3,318 shares; 2025Q3: 3,436 shares; 2025Q4: 3,478 shares 3,478 $324K 0.04% +42 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: not reported; 2024Q4: not reported; 2025Q1: 2,461 shares; 2025Q2: 2,770 shares; 2025Q3: 2,776 shares; 2025Q4: 2,782 shares 2,782 $323K 0.04% +6 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,316 shares; 2024Q4: 1,325 shares; 2025Q1: 1,366 shares; 2025Q2: 1,335 shares; 2025Q3: 1,345 shares; 2025Q4: 1,322 shares 1,322 $321K 0.04% -23 Timeline VIV TELEFONICA BRASIL SA More: the full row for TELEFONICA BRASIL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,250 shares; 2025Q2: 22,131 shares; 2025Q3: 25,194 shares; 2025Q4: 27,023 shares 27,023 $320K 0.04% +1,829 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: 815 shares; 2024Q4: 759 shares; 2025Q1: 804 shares; 2025Q2: 804 shares; 2025Q3: 781 shares; 2025Q4: 750 shares 750 $320K 0.04% -31 Timeline LMB LIMBACH HLDGS INC More: the full row for LIMBACH HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,388 shares; 2024Q4: 5,312 shares; 2025Q1: 5,259 shares; 2025Q2: 4,697 shares; 2025Q3: 4,110 shares; 2025Q4: 4,104 shares 4,104 $319K 0.04% -6 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: 2,370 shares; 2024Q4: 3,442 shares; 2025Q1: 3,750 shares; 2025Q2: 2,982 shares; 2025Q3: 3,555 shares; 2025Q4: 3,955 shares 3,955 $318K 0.04% +400 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES 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: 1,738 shares; 2025Q3: 1,816 shares; 2025Q4: 1,864 shares 1,864 $316K 0.04% +48 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 779 shares; 2024Q4: 778 shares; 2025Q1: 769 shares; 2025Q2: 710 shares; 2025Q3: 707 shares; 2025Q4: 709 shares 709 $315K 0.04% +2 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,157 shares; 2024Q4: 1,154 shares; 2025Q1: 1,257 shares; 2025Q2: 1,261 shares; 2025Q3: 1,251 shares; 2025Q4: 1,252 shares 1,252 $314K 0.04% +1 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: not reported; 2025Q2: not reported; 2025Q3: 4,876 shares; 2025Q4: 4,876 shares 4,876 $314K 0.04% 0 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,897 shares; 2024Q4: 2,906 shares; 2025Q1: 2,948 shares; 2025Q2: 2,968 shares; 2025Q3: 3,118 shares; 2025Q4: 3,144 shares 3,144 $312K 0.04% +26 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,896 shares; 2025Q2: 3,947 shares; 2025Q3: 3,954 shares; 2025Q4: 3,964 shares 3,964 $312K 0.04% +10 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: 2,426 shares; 2024Q4: 2,432 shares; 2025Q1: 2,414 shares; 2025Q2: 2,403 shares; 2025Q3: 2,408 shares; 2025Q4: 2,426 shares 2,426 $309K 0.04% +18 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD 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: 10,441 shares; 2025Q3: 10,807 shares; 2025Q4: 10,869 shares 10,869 $306K 0.04% +62 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: 5,780 shares; 2024Q4: 5,816 shares; 2025Q1: 5,795 shares; 2025Q2: 5,976 shares; 2025Q3: 5,844 shares; 2025Q4: 6,107 shares 6,107 $301K 0.04% +263 Timeline VIPS VIPSHOP HLDGS LTD More: the full row for VIPSHOP HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,603 shares; 2024Q4: 12,519 shares; 2025Q1: 15,335 shares; 2025Q2: 14,501 shares; 2025Q3: 15,119 shares; 2025Q4: 16,987 shares 16,987 $301K 0.04% +1,868 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: 3,205 shares; 2024Q4: 3,217 shares; 2025Q1: 3,378 shares; 2025Q2: 3,462 shares; 2025Q3: 3,432 shares; 2025Q4: 3,563 shares 3,563 $300K 0.04% +131 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: 1,400 shares; 2024Q4: 1,409 shares; 2025Q1: 1,460 shares; 2025Q2: 1,436 shares; 2025Q3: 1,343 shares; 2025Q4: 1,311 shares 1,311 $299K 0.04% -32 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: 1,108 shares; 2024Q4: 1,099 shares; 2025Q1: 1,183 shares; 2025Q2: 1,134 shares; 2025Q3: 1,055 shares; 2025Q4: 1,289 shares 1,289 $298K 0.04% +234 Timeline PBYI PUMA BIOTECHNOLOGY INC More: the full row for PUMA BIOTECHNOLOGY 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: 15,027 shares; 2025Q3: 31,933 shares; 2025Q4: 49,807 shares 49,807 $296K 0.04% +17,874 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: 1,269 shares; 2024Q4: 1,316 shares; 2025Q1: 1,350 shares; 2025Q2: 1,340 shares; 2025Q3: 1,367 shares; 2025Q4: 1,442 shares 1,442 $293K 0.04% +75 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: 492 shares; 2024Q4: 499 shares; 2025Q1: 528 shares; 2025Q2: 502 shares; 2025Q3: 551 shares; 2025Q4: 559 shares 559 $286K 0.04% +8 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: 1,521 shares; 2024Q4: 1,537 shares; 2025Q1: 1,534 shares; 2025Q2: 1,686 shares; 2025Q3: 1,991 shares; 2025Q4: 1,849 shares 1,849 $285K 0.04% -142 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: 2,628 shares; 2025Q2: 2,409 shares; 2025Q3: 2,567 shares; 2025Q4: 2,844 shares 2,844 $284K 0.04% +277 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 987 shares 987 $280K 0.04% new Timeline CHT CHUNGHWA TELECOM CO LTD More: the full row for CHUNGHWA TELECOM CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,558 shares; 2024Q4: 5,749 shares; 2025Q1: 6,008 shares; 2025Q2: 6,720 shares; 2025Q3: 6,754 shares; 2025Q4: 6,691 shares 6,691 $279K 0.04% -63 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: 329 shares; 2024Q4: 342 shares; 2025Q1: 362 shares; 2025Q2: 367 shares; 2025Q3: 362 shares; 2025Q4: 1,805 shares 1,805 $277K 0.04% +1,443 Timeline XSMO 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: 3,610 shares; 2025Q1: 4,705 shares; 2025Q2: 3,855 shares; 2025Q3: 3,525 shares; 2025Q4: 3,835 shares 3,835 $276K 0.04% +310 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: 2,349 shares; 2024Q4: 2,335 shares; 2025Q1: 2,346 shares; 2025Q2: 2,286 shares; 2025Q3: 2,002 shares; 2025Q4: 1,484 shares 1,484 $275K 0.04% -518 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 524 shares; 2025Q3: 523 shares; 2025Q4: 589 shares 589 $275K 0.04% +66 Timeline BKTI BK TECHNOLOGIES CORPORATION More: the full row for BK TECHNOLOGIES CORPORATION 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: 3,783 shares; 2025Q4: 3,659 shares 3,659 $273K 0.03% -124 Timeline CX CEMEX SAB DE CV More: the full row for CEMEX SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,434 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,894 shares; 2025Q4: 23,703 shares 23,703 $272K 0.03% +10,809 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: 5,260 shares 5,260 $271K 0.03% new Timeline GTX GARRETT MOTION INC More: the full row for GARRETT MOTION 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: 14,086 shares; 2025Q3: 15,101 shares; 2025Q4: 15,527 shares 15,527 $271K 0.03% +426 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: 10,819 shares; 2024Q4: 8,881 shares; 2025Q1: 8,928 shares; 2025Q2: 9,039 shares; 2025Q3: 9,039 shares; 2025Q4: 9,039 shares 9,039 $270K 0.03% 0 Timeline PSIX POWER SOLUTIONS INTL INC More: the full row for POWER SOLUTIONS INTL 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: 4,868 shares; 2025Q3: 4,978 shares; 2025Q4: 4,705 shares 4,705 $269K 0.03% -273 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: 7,156 shares; 2024Q4: 7,430 shares; 2025Q1: 7,385 shares; 2025Q2: 7,431 shares; 2025Q3: 7,431 shares; 2025Q4: 7,431 shares 7,431 $268K 0.03% 0 Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL 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: 3,064 shares; 2025Q3: 3,151 shares; 2025Q4: 3,093 shares 3,093 $267K 0.03% -58 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,342 shares; 2024Q4: 10,722 shares; 2025Q1: 10,788 shares; 2025Q2: 11,188 shares; 2025Q3: 11,154 shares; 2025Q4: 11,064 shares 11,064 $266K 0.03% -90 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: 932 shares; 2024Q4: 908 shares; 2025Q1: 918 shares; 2025Q2: 724 shares; 2025Q3: 729 shares; 2025Q4: 786 shares 786 $265K 0.03% +57 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: 736 shares; 2024Q4: 765 shares; 2025Q1: 764 shares; 2025Q2: 804 shares; 2025Q3: 779 shares; 2025Q4: 842 shares 842 $263K 0.03% +63 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,620 shares; 2024Q4: 1,228 shares; 2025Q1: 1,554 shares; 2025Q2: 1,703 shares; 2025Q3: 1,394 shares; 2025Q4: 1,492 shares 1,492 $262K 0.03% +98 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,867 shares; 2024Q4: 1,724 shares; 2025Q1: 1,656 shares; 2025Q2: 1,606 shares; 2025Q3: 1,578 shares; 2025Q4: 1,599 shares 1,599 $260K 0.03% +21 Timeline EMBJ EMBRAER S.A. More: the full row for EMBRAER S.A. 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: 4,077 shares; 2025Q3: 4,040 shares; 2025Q4: 4,028 shares 4,028 $259K 0.03% -12 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: not reported; 2024Q4: 2,577 shares; 2025Q1: 2,577 shares; 2025Q2: 2,103 shares; 2025Q3: 2,103 shares; 2025Q4: 2,103 shares 2,103 $259K 0.03% 0 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO 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: 5,983 shares; 2025Q4: 5,983 shares 5,983 $257K 0.03% 0 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: 10,424 shares; 2024Q4: 29,851 shares; 2025Q1: 22,580 shares; 2025Q2: 10,118 shares; 2025Q3: 7,686 shares; 2025Q4: 9,360 shares 9,360 $257K 0.03% +1,674 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 406 shares; 2025Q4: 416 shares 416 $252K 0.03% +10 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: 668 shares; 2024Q4: 1,350 shares; 2025Q1: 1,460 shares; 2025Q2: 1,363 shares; 2025Q3: 1,354 shares; 2025Q4: 1,363 shares 1,363 $251K 0.03% +9 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL 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: 2,987 shares 2,987 $249K 0.03% new Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,491 shares 2,491 $249K 0.03% new 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: 2,862 shares; 2024Q4: 2,982 shares; 2025Q1: 3,884 shares; 2025Q2: 3,564 shares; 2025Q3: 3,251 shares; 2025Q4: 3,097 shares 3,097 $245K 0.03% -154 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: not reported; 2024Q4: 3,886 shares; 2025Q1: 3,959 shares; 2025Q2: 3,941 shares; 2025Q3: 3,925 shares; 2025Q4: 3,916 shares 3,916 $245K 0.03% -9 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,062 shares; 2024Q4: 4,046 shares; 2025Q1: 4,042 shares; 2025Q2: 4,044 shares; 2025Q3: 3,966 shares; 2025Q4: 4,622 shares 4,622 $244K 0.03% +656 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: 72 shares; 2024Q4: 72 shares; 2025Q1: 71 shares; 2025Q2: 70 shares; 2025Q3: 70 shares; 2025Q4: 72 shares 72 $244K 0.03% +2 Timeline GSL GLOBAL SHIP LEASE INC More: the full row for GLOBAL SHIP LEASE 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: 6,963 shares; 2025Q4: 6,951 shares 6,951 $244K 0.03% -12 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,989 shares 2,989 $243K 0.03% new Timeline SHG SHINHAN FINANCIAL GROUP CO L More: the full row for SHINHAN FINANCIAL GROUP CO L 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: 4,442 shares; 2025Q3: 4,443 shares; 2025Q4: 4,529 shares 4,529 $243K 0.03% +86 Timeline HOV HOVNANIAN ENTERPRISES INC More: the full row for HOVNANIAN ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,458 shares; 2024Q4: 2,458 shares; 2025Q1: 2,458 shares; 2025Q2: 2,458 shares; 2025Q3: 2,458 shares; 2025Q4: 2,458 shares 2,458 $240K 0.03% 0 Timeline CGAU CENTERRA GOLD INC More: the full row for CENTERRA GOLD 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: 15,620 shares; 2025Q3: 16,364 shares; 2025Q4: 16,616 shares 16,616 $239K 0.03% +252 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 728 shares; 2025Q3: 700 shares; 2025Q4: 706 shares 706 $238K 0.03% +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: 3,983 shares; 2024Q4: 3,983 shares; 2025Q1: 4,937 shares; 2025Q2: 4,483 shares; 2025Q3: 3,983 shares; 2025Q4: 3,983 shares 3,983 $237K 0.03% 0 Timeline KOF COCA-COLA FEMSA SAB DE CV More: the full row for COCA-COLA FEMSA SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,908 shares; 2024Q4: not reported; 2025Q1: 2,609 shares; 2025Q2: 2,747 shares; 2025Q3: 2,546 shares; 2025Q4: 2,500 shares 2,500 $237K 0.03% -46 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,152 shares; 2024Q4: 3,164 shares; 2025Q1: 3,176 shares; 2025Q2: 3,176 shares; 2025Q3: 3,176 shares; 2025Q4: 3,176 shares 3,176 $236K 0.03% 0 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,934 shares; 2024Q4: 2,992 shares; 2025Q1: 3,129 shares; 2025Q2: 3,054 shares; 2025Q3: 2,962 shares; 2025Q4: 2,962 shares 2,962 $235K 0.03% 0 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: 1,373 shares 1,373 $235K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,400 shares 4,400 $235K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: 1,060 shares; 2025Q2: 1,115 shares; 2025Q3: 1,037 shares; 2025Q4: 1,125 shares 1,125 $234K 0.03% +88 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,604 shares; 2025Q3: 5,623 shares; 2025Q4: 5,743 shares 5,743 $230K 0.03% +120 Timeline KB KB FINL GROUP INC More: the full row for KB FINL 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: not reported; 2025Q2: 2,662 shares; 2025Q3: 2,675 shares; 2025Q4: 2,675 shares 2,675 $230K 0.03% 0 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: 2,727 shares; 2024Q4: not reported; 2025Q1: 2,760 shares; 2025Q2: 2,658 shares; 2025Q3: 2,706 shares; 2025Q4: 2,793 shares 2,793 $228K 0.03% +87 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,929 shares 2,929 $225K 0.03% new Timeline BELFB BEL FUSE INC More: the full row for BEL FUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,296 shares 1,296 $220K 0.03% new Timeline FOXA FOX CORP More: the full row for FOX 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: 3,000 shares 3,000 $219K 0.03% new Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 30 shares; 2025Q4: 30 shares 30 $219K 0.03% 0 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: 1,096 shares; 2024Q4: 1,104 shares; 2025Q1: 1,143 shares; 2025Q2: 1,175 shares; 2025Q3: 1,111 shares; 2025Q4: 1,029 shares 1,029 $218K 0.03% -82 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 899 shares; 2025Q1: 906 shares; 2025Q2: 913 shares; 2025Q3: 845 shares; 2025Q4: 844 shares 844 $217K 0.03% -1 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,977 shares; 2025Q4: 7,980 shares 7,980 $215K 0.03% +3 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,577 shares 2,577 $214K 0.03% new Timeline IX ORIX CORP More: the full row for ORIX 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: 7,301 shares 7,301 $213K 0.03% new Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,462 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,917 shares 2,917 $212K 0.03% new Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,389 shares; 2025Q2: 2,475 shares; 2025Q3: 2,384 shares; 2025Q4: 2,199 shares 2,199 $210K 0.03% -185 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155 shares; 2024Q4: not reported; 2025Q1: 155 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,365 shares 1,365 $209K 0.03% new 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: 1,171 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 812 shares 812 $209K 0.03% new Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,743 shares; 2024Q4: 2,710 shares; 2025Q1: 2,642 shares; 2025Q2: 2,328 shares; 2025Q3: 2,288 shares; 2025Q4: 2,010 shares 2,010 $207K 0.03% -278 Timeline BPOP POPULAR INC More: the full row for POPULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,657 shares 1,657 $206K 0.03% new Timeline IBEX IBEX LTD More: the full row for IBEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,617 shares; 2025Q4: 5,401 shares 5,401 $206K 0.03% -216 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: 2,568 shares; 2024Q4: 2,654 shares; 2025Q1: 2,773 shares; 2025Q2: 2,753 shares; 2025Q3: 2,612 shares; 2025Q4: 1,837 shares 1,837 $206K 0.03% -775 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: not reported; 2024Q4: not reported; 2025Q1: 2,528 shares; 2025Q2: 2,574 shares; 2025Q3: not reported; 2025Q4: 2,401 shares 2,401 $205K 0.03% new Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES 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: 369 shares; 2025Q4: 369 shares 369 $204K 0.03% 0 Timeline EQH EQUITABLE HLDGS INC More: the full row for EQUITABLE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,301 shares; 2025Q1: 4,301 shares; 2025Q2: 4,310 shares; 2025Q3: 4,278 shares; 2025Q4: 4,271 shares 4,271 $204K 0.03% -7 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,763 shares 1,763 $203K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 651 shares; 2025Q4: 686 shares 686 $203K 0.03% +35 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: not reported; 2024Q4: not reported; 2025Q1: 481 shares; 2025Q2: 430 shares; 2025Q3: not reported; 2025Q4: 436 shares 436 $203K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 357 shares 357 $202K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,518 shares 1,518 $201K 0.03% new Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,144 shares; 2024Q4: 10,238 shares; 2025Q1: 11,105 shares; 2025Q2: 10,471 shares; 2025Q3: 10,324 shares; 2025Q4: 10,340 shares 10,340 $200K 0.03% +16 Timeline KT KT CORP More: the full row for KT 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: 10,598 shares; 2025Q3: 10,663 shares; 2025Q4: 10,344 shares 10,344 $196K 0.03% -319 Timeline EFXT ENERFLEX LTD More: the full row for ENERFLEX 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: 10,083 shares; 2025Q3: 11,580 shares; 2025Q4: 12,690 shares 12,690 $196K 0.03% +1,110 Timeline WB WEIBO CORP More: the full row for WEIBO 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: 23,974 shares; 2025Q4: 19,131 shares 19,131 $196K 0.02% -4,843 Timeline FINV FINVOLUTION GROUP More: the full row for FINVOLUTION GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,136 shares; 2024Q4: 45,565 shares; 2025Q1: 47,576 shares; 2025Q2: 48,870 shares; 2025Q3: 48,277 shares; 2025Q4: 35,683 shares 35,683 $187K 0.02% -12,594 Timeline III INFORMATION SVCS GROUP INC More: the full row for INFORMATION SVCS 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: not reported; 2025Q2: not reported; 2025Q3: 13,578 shares; 2025Q4: 29,740 shares 29,740 $172K 0.02% +16,162 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,674 shares; 2024Q4: not reported; 2025Q1: 12,037 shares; 2025Q2: 14,461 shares; 2025Q3: 14,605 shares; 2025Q4: 12,498 shares 12,498 $148K 0.02% -2,107 Timeline BEAT HEARTBEAM INC More: the full row for HEARTBEAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,987 shares; 2024Q4: 32,987 shares; 2025Q1: 32,987 shares; 2025Q2: 32,987 shares; 2025Q3: 32,987 shares; 2025Q4: 48,987 shares 48,987 $118K 0.02% +16,000 Timeline SSP SCRIPPS E W CO OHIO More: the full row for SCRIPPS E W CO OHIO 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: 10,946 shares; 2025Q4: 28,602 shares 28,602 $114K 0.01% +17,656 Timeline MFIN MEDALLION FINANCIAL CORP More: the full row for MEDALLION FINANCIAL 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: 10,960 shares; 2025Q2: 10,560 shares; 2025Q3: 10,868 shares; 2025Q4: 10,952 shares 10,952 $113K 0.01% +84 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,794 shares; 2024Q4: 20,293 shares; 2025Q1: 20,933 shares; 2025Q2: 21,190 shares; 2025Q3: 21,190 shares; 2025Q4: 21,190 shares 21,190 $112K 0.01% 0 Timeline QUAD QUAD / GRAPHICS INC More: the full row for QUAD / GRAPHICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,117 shares; 2024Q4: 12,629 shares; 2025Q1: 13,720 shares; 2025Q2: 13,212 shares; 2025Q3: 15,032 shares; 2025Q4: 16,176 shares 16,176 $101K 0.01% +1,144 Timeline TKC TURKCELL ILETISIM More: the full row for TURKCELL ILETISIM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,784 shares; 2024Q4: 15,228 shares; 2025Q1: 16,352 shares; 2025Q2: 14,587 shares; 2025Q3: 10,759 shares; 2025Q4: 10,887 shares 10,887 $59.6K 0.01% +128 Timeline LX LEXINFINTECH HLDGS LTD More: the full row for LEXINFINTECH HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32,801 shares; 2025Q1: 36,241 shares; 2025Q2: 33,707 shares; 2025Q3: 29,921 shares; 2025Q4: 14,199 shares 14,199 $46.4K 0.01% -15,722 Timeline BEATW HEARTBEAM INC More: the full row for HEARTBEAM 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: 16,000 shares 16,000 $5.12K <0.01% new Timeline