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: 48,611 shares; 2024Q4: 64,518 shares; 2025Q1: 88,551 shares; 2025Q2: 85,299 shares; 2025Q3: 80,440 shares; 2025Q4: 83,964 shares 83,964 $52.7M 9.26% +3,524 Timeline COWZ PACER FDS TR More: the full row for PACER FDS 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: 124,857 shares; 2025Q3: 338,631 shares; 2025Q4: 359,196 shares 359,196 $21.6M 3.8% +20,565 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: 64,020 shares; 2024Q4: 67,159 shares; 2025Q1: 69,824 shares; 2025Q2: 71,920 shares; 2025Q3: 74,507 shares; 2025Q4: 74,402 shares 74,402 $20.2M 3.56% -105 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: 31,339 shares; 2024Q4: 47,112 shares; 2025Q1: 80,137 shares; 2025Q2: 90,553 shares; 2025Q3: 72,116 shares; 2025Q4: 73,093 shares 73,093 $18.9M 3.31% +977 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 69,231 shares; 2025Q3: 180,130 shares; 2025Q4: 192,644 shares 192,644 $18.5M 3.25% +12,514 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,201 shares; 2024Q4: 70,510 shares; 2025Q1: 60,849 shares; 2025Q2: 56,661 shares; 2025Q3: 53,864 shares; 2025Q4: 52,386 shares 52,386 $17.6M 3.09% -1,478 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,846 shares; 2024Q4: 223,907 shares; 2025Q1: 407,774 shares; 2025Q2: 394,671 shares; 2025Q3: 242,639 shares; 2025Q4: 225,010 shares 225,010 $16.7M 2.93% -17,629 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: 533 shares; 2024Q4: 650 shares; 2025Q1: 1,083 shares; 2025Q2: 11,766 shares; 2025Q3: 25,426 shares; 2025Q4: 27,028 shares 27,028 $16.6M 2.92% +1,602 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: 13,064 shares; 2024Q4: 61,084 shares; 2025Q1: 95,270 shares; 2025Q2: 82,331 shares; 2025Q3: 68,780 shares; 2025Q4: 64,741 shares 64,741 $14.2M 2.5% -4,039 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: 20,370 shares; 2024Q4: 20,550 shares; 2025Q1: 20,604 shares; 2025Q2: 24,296 shares; 2025Q3: 27,085 shares; 2025Q4: 25,815 shares 25,815 $12.5M 2.19% -1,270 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: 253,095 shares; 2024Q4: 266,349 shares; 2025Q1: 271,573 shares; 2025Q2: 249,553 shares; 2025Q3: 194,600 shares; 2025Q4: 187,016 shares 187,016 $11.7M 2.05% -7,584 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,852 shares; 2024Q4: 112,015 shares; 2025Q1: 111,363 shares; 2025Q2: 117,217 shares; 2025Q3: 123,727 shares; 2025Q4: 115,324 shares 115,324 $10.4M 1.82% -8,403 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: 38,904 shares; 2024Q4: 38,808 shares; 2025Q1: 37,638 shares; 2025Q2: 30,797 shares; 2025Q3: 28,520 shares; 2025Q4: 27,808 shares 27,808 $8.96M 1.58% -712 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: 20,424 shares; 2024Q4: 25,567 shares; 2025Q1: 32,108 shares; 2025Q2: 38,521 shares; 2025Q3: 43,279 shares; 2025Q4: 46,722 shares 46,722 $8.71M 1.53% +3,443 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,907 shares; 2024Q4: 43,232 shares; 2025Q1: 48,519 shares; 2025Q2: 48,299 shares; 2025Q3: 46,817 shares; 2025Q4: 45,353 shares 45,353 $8.66M 1.52% -1,464 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: 3,303 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 79,488 shares; 2025Q3: 326,525 shares; 2025Q4: 305,036 shares 305,036 $8.37M 1.47% -21,489 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,192 shares; 2024Q4: 164,814 shares; 2025Q1: 129,543 shares; 2025Q2: 100,571 shares; 2025Q3: 57,303 shares; 2025Q4: 55,156 shares 55,156 $7.92M 1.39% -2,147 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: 34,034 shares; 2024Q4: 33,749 shares; 2025Q1: 31,228 shares; 2025Q2: 29,820 shares; 2025Q3: 29,133 shares; 2025Q4: 31,031 shares 31,031 $7.16M 1.26% +1,898 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: 11,948 shares; 2024Q4: 15,889 shares; 2025Q1: 21,899 shares; 2025Q2: 16,260 shares; 2025Q3: 8,626 shares; 2025Q4: 8,595 shares 8,595 $6.48M 1.14% -31 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: 22,698 shares; 2024Q4: 22,556 shares; 2025Q1: 17,108 shares; 2025Q2: 15,126 shares; 2025Q3: 14,589 shares; 2025Q4: 12,869 shares 12,869 $6.28M 1.1% -1,720 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: 24,151 shares; 2024Q4: 24,061 shares; 2025Q1: 20,090 shares; 2025Q2: 19,312 shares; 2025Q3: 18,721 shares; 2025Q4: 19,118 shares 19,118 $5.98M 1.05% +397 Timeline VTC 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: 133,986 shares; 2024Q4: 114,708 shares; 2025Q1: 111,067 shares; 2025Q2: 109,251 shares; 2025Q3: 82,799 shares; 2025Q4: 76,459 shares 76,459 $5.94M 1.04% -6,340 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,183 shares; 2024Q4: 4,131 shares; 2025Q1: 4,006 shares; 2025Q2: 14,305 shares; 2025Q3: 28,971 shares; 2025Q4: 29,973 shares 29,973 $5.32M 0.93% +1,002 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: 44,033 shares; 2024Q4: 43,280 shares; 2025Q1: 41,740 shares; 2025Q2: 39,073 shares; 2025Q3: 32,551 shares; 2025Q4: 30,104 shares 30,104 $4.83M 0.85% -2,447 Timeline GOVT 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: 79,171 shares; 2025Q3: 195,493 shares; 2025Q4: 205,105 shares 205,105 $4.72M 0.83% +9,612 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: 4,002 shares; 2024Q4: 3,865 shares; 2025Q1: 6,071 shares; 2025Q2: 13,419 shares; 2025Q3: 24,693 shares; 2025Q4: 22,700 shares 22,700 $4.7M 0.83% -1,993 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,153 shares; 2025Q3: 51,737 shares; 2025Q4: 55,145 shares 55,145 $4.62M 0.81% +3,408 Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 70,467 shares; 2025Q3: 190,855 shares; 2025Q4: 200,954 shares 200,954 $4.5M 0.79% +10,099 Timeline IVOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS 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: 14,549 shares; 2025Q3: 34,568 shares; 2025Q4: 36,550 shares 36,550 $4.39M 0.77% +1,982 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,164 shares; 2024Q4: 24,413 shares; 2025Q1: 34,920 shares; 2025Q2: 27,669 shares; 2025Q3: 14,018 shares; 2025Q4: 14,822 shares 14,822 $4.3M 0.76% +804 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: 6,333 shares; 2024Q4: 6,331 shares; 2025Q1: 6,640 shares; 2025Q2: 6,636 shares; 2025Q3: 6,354 shares; 2025Q4: 6,301 shares 6,301 $4.3M 0.76% -53 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,313 shares; 2024Q4: 160,391 shares; 2025Q1: 141,080 shares; 2025Q2: 118,579 shares; 2025Q3: 80,418 shares; 2025Q4: 78,143 shares 78,143 $4.2M 0.74% -2,275 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: 46,730 shares; 2024Q4: 45,751 shares; 2025Q1: 44,563 shares; 2025Q2: 41,604 shares; 2025Q3: 34,767 shares; 2025Q4: 34,582 shares 34,582 $4.16M 0.73% -185 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: 9,023 shares; 2024Q4: 9,486 shares; 2025Q1: 8,585 shares; 2025Q2: 7,148 shares; 2025Q3: 6,720 shares; 2025Q4: 6,231 shares 6,231 $4.11M 0.72% -489 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,994 shares; 2025Q1: 3,821 shares; 2025Q2: 10,371 shares; 2025Q3: 13,661 shares; 2025Q4: 15,466 shares 15,466 $3.97M 0.7% +1,805 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: 10,193 shares; 2024Q4: 12,720 shares; 2025Q1: 14,310 shares; 2025Q2: 25,799 shares; 2025Q3: 25,799 shares; 2025Q4: 26,074 shares 26,074 $3.88M 0.68% +275 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: 4,890 shares; 2025Q1: 4,800 shares; 2025Q2: 4,300 shares; 2025Q3: 3,558 shares; 2025Q4: 3,390 shares 3,390 $3.63M 0.64% -168 Timeline USHY 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: 9,012 shares; 2025Q3: 101,244 shares; 2025Q4: 91,917 shares 91,917 $3.44M 0.6% -9,327 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: 10,005 shares; 2024Q4: 9,272 shares; 2025Q1: 8,503 shares; 2025Q2: 7,455 shares; 2025Q3: 6,989 shares; 2025Q4: 6,702 shares 6,702 $3.37M 0.59% -287 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: 15,244 shares; 2024Q4: 14,129 shares; 2025Q1: 13,029 shares; 2025Q2: 11,865 shares; 2025Q3: 10,983 shares; 2025Q4: 10,725 shares 10,725 $3.37M 0.59% -258 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,648 shares; 2025Q3: 75,577 shares; 2025Q4: 78,048 shares 78,048 $3.35M 0.59% +2,471 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,585 shares; 2025Q2: 42,567 shares; 2025Q3: 45,758 shares; 2025Q4: 47,082 shares 47,082 $3.28M 0.58% +1,324 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: not reported; 2024Q4: not reported; 2025Q1: 8,202 shares; 2025Q2: 29,300 shares; 2025Q3: 50,882 shares; 2025Q4: 42,051 shares 42,051 $3.24M 0.57% -8,831 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: 6,202 shares; 2024Q4: 6,202 shares; 2025Q1: 6,450 shares; 2025Q2: 21,552 shares; 2025Q3: 33,453 shares; 2025Q4: 38,201 shares 38,201 $3.07M 0.54% +4,748 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: not reported; 2024Q4: not reported; 2025Q1: 2,473 shares; 2025Q2: 10,218 shares; 2025Q3: 20,009 shares; 2025Q4: 19,329 shares 19,329 $2.95M 0.52% -680 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,752 shares; 2025Q3: 54,078 shares; 2025Q4: 61,943 shares 61,943 $2.9M 0.51% +7,865 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: 89,361 shares; 2024Q4: 87,603 shares; 2025Q1: 82,002 shares; 2025Q2: 59,411 shares; 2025Q3: 32,408 shares; 2025Q4: 28,276 shares 28,276 $2.64M 0.46% -4,132 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: 2,762 shares; 2024Q4: 3,065 shares; 2025Q1: 3,602 shares; 2025Q2: 4,842 shares; 2025Q3: 5,303 shares; 2025Q4: 5,740 shares 5,740 $2.58M 0.45% +437 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: 53,465 shares; 2024Q4: 52,922 shares; 2025Q1: 51,913 shares; 2025Q2: 47,549 shares; 2025Q3: 37,497 shares; 2025Q4: 36,878 shares 36,878 $2.58M 0.45% -619 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: 676 shares; 2024Q4: 724 shares; 2025Q1: 1,554 shares; 2025Q2: 4,948 shares; 2025Q3: 9,344 shares; 2025Q4: 7,262 shares 7,262 $2.5M 0.44% -2,082 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,371 shares; 2024Q4: 12,118 shares; 2025Q1: 12,543 shares; 2025Q2: 14,069 shares; 2025Q3: 14,842 shares; 2025Q4: 14,343 shares 14,343 $2.49M 0.44% -499 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: 1,353 shares; 2024Q4: 2,363 shares; 2025Q1: 3,763 shares; 2025Q2: 5,773 shares; 2025Q3: 6,532 shares; 2025Q4: 7,138 shares 7,138 $2.47M 0.43% +606 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,071 shares; 2024Q4: 3,075 shares; 2025Q1: 3,830 shares; 2025Q2: 9,468 shares; 2025Q3: 16,450 shares; 2025Q4: 16,489 shares 16,489 $2.36M 0.42% +39 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,512 shares; 2025Q3: 66,920 shares; 2025Q4: 85,064 shares 85,064 $2.25M 0.4% +18,144 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,535 shares; 2025Q3: 15,205 shares; 2025Q4: 15,309 shares 15,309 $2.2M 0.39% +104 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: 10,225 shares; 2024Q4: 9,803 shares; 2025Q1: 9,847 shares; 2025Q2: 8,955 shares; 2025Q3: 6,515 shares; 2025Q4: 6,533 shares 6,533 $2.14M 0.38% +18 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,062 shares; 2025Q2: 54,333 shares; 2025Q3: 59,138 shares; 2025Q4: 61,106 shares 61,106 $2.09M 0.37% +1,968 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,980 shares; 2025Q3: 3,911 shares; 2025Q4: 4,096 shares 4,096 $2.09M 0.37% +185 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,697 shares; 2024Q4: 127,226 shares; 2025Q1: 120,877 shares; 2025Q2: 90,258 shares; 2025Q3: 47,419 shares; 2025Q4: 42,713 shares 42,713 $2.04M 0.36% -4,706 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: 9,807 shares; 2024Q4: 9,373 shares; 2025Q1: 7,758 shares; 2025Q2: 6,386 shares; 2025Q3: 5,664 shares; 2025Q4: 5,586 shares 5,586 $1.96M 0.34% -78 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: 1,906 shares; 2024Q4: 2,108 shares; 2025Q1: 3,084 shares; 2025Q2: 8,518 shares; 2025Q3: 14,515 shares; 2025Q4: 18,026 shares 18,026 $1.9M 0.33% +3,511 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,154 shares; 2025Q2: 48,587 shares; 2025Q3: 53,083 shares; 2025Q4: 54,788 shares 54,788 $1.89M 0.33% +1,705 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,671 shares; 2024Q4: 21,564 shares; 2025Q1: 22,215 shares; 2025Q2: 21,031 shares; 2025Q3: 18,617 shares; 2025Q4: 17,884 shares 17,884 $1.89M 0.33% -733 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: 3,597 shares; 2025Q2: 27,119 shares; 2025Q3: 50,969 shares; 2025Q4: 46,211 shares 46,211 $1.85M 0.33% -4,758 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: 7,410 shares; 2024Q4: 6,723 shares; 2025Q1: 5,909 shares; 2025Q2: 7,644 shares; 2025Q3: 10,072 shares; 2025Q4: 10,323 shares 10,323 $1.77M 0.31% +251 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,470 shares; 2025Q2: 33,783 shares; 2025Q3: 62,581 shares; 2025Q4: 64,187 shares 64,187 $1.76M 0.31% +1,606 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,560 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,880 shares; 2025Q3: 28,797 shares; 2025Q4: 29,183 shares 29,183 $1.75M 0.31% +386 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,941 shares; 2024Q4: 61,177 shares; 2025Q1: 59,330 shares; 2025Q2: 44,442 shares; 2025Q3: 23,095 shares; 2025Q4: 18,926 shares 18,926 $1.75M 0.31% -4,169 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: 47,352 shares; 2024Q4: 39,612 shares; 2025Q1: 43,246 shares; 2025Q2: 29,362 shares; 2025Q3: 18,984 shares; 2025Q4: 18,124 shares 18,124 $1.74M 0.31% -860 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,041 shares; 2024Q4: 18,280 shares; 2025Q1: 14,860 shares; 2025Q2: 14,240 shares; 2025Q3: 13,378 shares; 2025Q4: 12,351 shares 12,351 $1.72M 0.3% -1,027 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,900 shares; 2025Q3: 12,167 shares; 2025Q4: 12,600 shares 12,600 $1.67M 0.29% +433 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: 59,167 shares; 2024Q4: 55,980 shares; 2025Q1: 55,514 shares; 2025Q2: 51,188 shares; 2025Q3: 44,799 shares; 2025Q4: 40,725 shares 40,725 $1.66M 0.29% -4,074 Timeline GRMN GARMIN LTD More: the full row for GARMIN 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: 4,453 shares; 2025Q3: 9,036 shares; 2025Q4: 8,121 shares 8,121 $1.65M 0.29% -915 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: 3,508 shares; 2024Q4: 2,827 shares; 2025Q1: 2,900 shares; 2025Q2: 2,805 shares; 2025Q3: 10,731 shares; 2025Q4: 11,424 shares 11,424 $1.64M 0.29% +693 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: 17,967 shares; 2024Q4: 17,460 shares; 2025Q1: 16,628 shares; 2025Q2: 14,610 shares; 2025Q3: 28,925 shares; 2025Q4: 28,030 shares 28,030 $1.62M 0.28% -895 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: 73,320 shares; 2024Q4: 72,783 shares; 2025Q1: 70,251 shares; 2025Q2: 53,993 shares; 2025Q3: 37,142 shares; 2025Q4: 32,839 shares 32,839 $1.62M 0.28% -4,303 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: 917 shares; 2024Q4: 758 shares; 2025Q1: 571 shares; 2025Q2: 415 shares; 2025Q3: 346 shares; 2025Q4: 295 shares 295 $1.58M 0.28% -51 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,191 shares; 2025Q3: 5,054 shares; 2025Q4: 5,753 shares 5,753 $1.57M 0.28% +699 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,562 shares; 2025Q3: 47,223 shares; 2025Q4: 51,272 shares 51,272 $1.55M 0.27% +4,049 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: 47,911 shares; 2024Q4: 45,666 shares; 2025Q1: 41,066 shares; 2025Q2: 29,809 shares; 2025Q3: 20,069 shares; 2025Q4: 17,643 shares 17,643 $1.49M 0.26% -2,426 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: 99,411 shares; 2024Q4: 71,392 shares; 2025Q1: 82,946 shares; 2025Q2: 67,503 shares; 2025Q3: 55,011 shares; 2025Q4: 59,617 shares 59,617 $1.48M 0.26% +4,606 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,737 shares; 2025Q3: 14,392 shares; 2025Q4: 14,418 shares 14,418 $1.48M 0.26% +26 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE 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: 2,741 shares; 2025Q3: 5,437 shares; 2025Q4: 5,675 shares 5,675 $1.47M 0.26% +238 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,710 shares; 2024Q4: 14,149 shares; 2025Q1: 20,097 shares; 2025Q2: 32,157 shares; 2025Q3: 31,861 shares; 2025Q4: 31,325 shares 31,325 $1.47M 0.26% -536 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: not reported; 2024Q4: not reported; 2025Q1: 968 shares; 2025Q2: 2,712 shares; 2025Q3: 3,742 shares; 2025Q4: 5,468 shares 5,468 $1.47M 0.26% +1,726 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: 34,567 shares; 2024Q4: 33,725 shares; 2025Q1: 30,971 shares; 2025Q2: 24,080 shares; 2025Q3: 13,584 shares; 2025Q4: 12,467 shares 12,467 $1.46M 0.26% -1,117 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: 13,449 shares; 2024Q4: 12,571 shares; 2025Q1: 9,009 shares; 2025Q2: 6,677 shares; 2025Q3: 5,319 shares; 2025Q4: 4,775 shares 4,775 $1.45M 0.26% -544 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,331 shares 11,331 $1.42M 0.25% new 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: 15,648 shares; 2024Q4: 13,601 shares; 2025Q1: 11,102 shares; 2025Q2: 9,060 shares; 2025Q3: 7,733 shares; 2025Q4: 7,249 shares 7,249 $1.41M 0.25% -484 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: not reported; 2024Q4: not reported; 2025Q1: 12,139 shares; 2025Q2: 37,375 shares; 2025Q3: 60,022 shares; 2025Q4: 56,834 shares 56,834 $1.41M 0.25% -3,188 Timeline NYF 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: 14,329 shares; 2025Q1: 18,720 shares; 2025Q2: 26,700 shares; 2025Q3: 25,197 shares; 2025Q4: 25,703 shares 25,703 $1.38M 0.24% +506 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,935 shares; 2024Q4: 38,854 shares; 2025Q1: 36,407 shares; 2025Q2: 24,548 shares; 2025Q3: 11,742 shares; 2025Q4: 10,484 shares 10,484 $1.33M 0.23% -1,258 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: 509 shares; 2024Q4: 599 shares; 2025Q1: 738 shares; 2025Q2: 1,010 shares; 2025Q3: 1,024 shares; 2025Q4: 1,197 shares 1,197 $1.29M 0.23% +173 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,514 shares; 2024Q4: 117,493 shares; 2025Q1: 116,983 shares; 2025Q2: 70,564 shares; 2025Q3: 21,623 shares; 2025Q4: 41,539 shares 41,539 $1.24M 0.22% +19,916 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM 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: 5,401 shares; 2025Q3: 9,137 shares; 2025Q4: 9,921 shares 9,921 $1.19M 0.21% +784 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: 4,238 shares; 2024Q4: 4,161 shares; 2025Q1: 3,156 shares; 2025Q2: 2,460 shares; 2025Q3: 2,198 shares; 2025Q4: 2,029 shares 2,029 $1.16M 0.2% -169 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,757 shares; 2024Q4: 20,142 shares; 2025Q1: 20,500 shares; 2025Q2: 14,732 shares; 2025Q3: 6,696 shares; 2025Q4: 9,259 shares 9,259 $1.14M 0.2% +2,563 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,679 shares 20,679 $1.12M 0.2% new 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: 40,117 shares; 2024Q4: 37,525 shares; 2025Q1: 28,630 shares; 2025Q2: 17,713 shares; 2025Q3: 13,370 shares; 2025Q4: 11,065 shares 11,065 $1.11M 0.19% -2,305 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,540 shares; 2025Q3: 4,281 shares; 2025Q4: 5,293 shares 5,293 $1.1M 0.19% +1,012 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,823 shares; 2024Q4: 37,273 shares; 2025Q1: 34,278 shares; 2025Q2: 27,237 shares; 2025Q3: 10,240 shares; 2025Q4: 13,625 shares 13,625 $1.1M 0.19% +3,385 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,831 shares; 2025Q3: 38,714 shares; 2025Q4: 40,572 shares 40,572 $1.1M 0.19% +1,858 Timeline SNA SNAP ON INC More: the full row for SNAP ON 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: 1,132 shares; 2025Q3: 2,510 shares; 2025Q4: 3,032 shares 3,032 $1.05M 0.18% +522 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,625 shares; 2025Q3: 19,821 shares; 2025Q4: 20,416 shares 20,416 $1.03M 0.18% +595 Timeline CUBE CUBESMART More: the full row for CUBESMART 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: 10,285 shares; 2025Q3: 25,611 shares; 2025Q4: 28,416 shares 28,416 $1.02M 0.18% +2,805 Timeline MC MOELIS & CO More: the full row for MOELIS & 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: 6,846 shares; 2025Q3: 13,812 shares; 2025Q4: 13,850 shares 13,850 $952K 0.17% +38 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL 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: 11,203 shares; 2025Q3: 22,262 shares; 2025Q4: 25,271 shares 25,271 $929K 0.16% +3,009 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,413 shares; 2025Q3: 4,867 shares; 2025Q4: 5,087 shares 5,087 $926K 0.16% +220 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,905 shares; 2024Q4: 1,995 shares; 2025Q1: 2,131 shares; 2025Q2: 3,059 shares; 2025Q3: 2,851 shares; 2025Q4: 3,060 shares 3,060 $907K 0.16% +209 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,695 shares; 2025Q3: 37,783 shares; 2025Q4: 43,673 shares 43,673 $901K 0.16% +5,890 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: 1,910 shares; 2024Q4: 1,909 shares; 2025Q1: 1,997 shares; 2025Q2: 2,278 shares; 2025Q3: 2,338 shares; 2025Q4: 2,386 shares 2,386 $883K 0.16% +48 Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,919 shares; 2025Q3: 16,630 shares; 2025Q4: 18,498 shares 18,498 $880K 0.15% +1,868 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,129 shares; 2024Q4: 2,084 shares; 2025Q1: 1,505 shares; 2025Q2: 2,906 shares; 2025Q3: 6,706 shares; 2025Q4: 2,640 shares 2,640 $872K 0.15% -4,066 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,245 shares; 2024Q4: 24,207 shares; 2025Q1: 19,822 shares; 2025Q2: 17,572 shares; 2025Q3: 12,016 shares; 2025Q4: 11,446 shares 11,446 $864K 0.15% -570 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: 15,487 shares; 2024Q4: 14,654 shares; 2025Q1: 14,066 shares; 2025Q2: 13,242 shares; 2025Q3: 13,269 shares; 2025Q4: 15,630 shares 15,630 $860K 0.15% +2,361 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: 4,128 shares; 2024Q4: 5,203 shares; 2025Q1: 5,742 shares; 2025Q2: 6,731 shares; 2025Q3: 6,803 shares; 2025Q4: 7,714 shares 7,714 $859K 0.15% +911 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,801 shares; 2024Q4: 20,146 shares; 2025Q1: 20,157 shares; 2025Q2: 15,751 shares; 2025Q3: 11,176 shares; 2025Q4: 8,585 shares 8,585 $852K 0.15% -2,591 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,603 shares; 2024Q4: 13,893 shares; 2025Q1: 11,164 shares; 2025Q2: 9,306 shares; 2025Q3: 9,265 shares; 2025Q4: 9,228 shares 9,228 $826K 0.15% -37 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: not reported; 2024Q4: 471 shares; 2025Q1: 559 shares; 2025Q2: 858 shares; 2025Q3: 881 shares; 2025Q4: 8,769 shares 8,769 $822K 0.14% +7,888 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,274 shares; 2025Q3: 5,642 shares; 2025Q4: 6,336 shares 6,336 $818K 0.14% +694 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA 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: 3,677 shares; 2025Q4: 4,546 shares 4,546 $812K 0.14% +869 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: 2,191 shares; 2024Q4: 2,213 shares; 2025Q1: 2,271 shares; 2025Q2: 3,796 shares; 2025Q3: 3,944 shares; 2025Q4: 4,161 shares 4,161 $812K 0.14% +217 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: not reported; 2025Q1: 2,671 shares; 2025Q2: 3,822 shares; 2025Q3: 4,077 shares; 2025Q4: 4,494 shares 4,494 $799K 0.14% +417 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,205 shares; 2025Q3: 6,428 shares; 2025Q4: 6,918 shares 6,918 $776K 0.14% +490 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,583 shares; 2024Q4: 16,363 shares; 2025Q1: 14,784 shares; 2025Q2: 10,623 shares; 2025Q3: 6,241 shares; 2025Q4: 3,124 shares 3,124 $772K 0.14% -3,117 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,666 shares; 2024Q4: 68,665 shares; 2025Q1: 80,942 shares; 2025Q2: 51,450 shares; 2025Q3: 18,691 shares; 2025Q4: 15,399 shares 15,399 $755K 0.13% -3,292 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA 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: 872 shares; 2025Q3: 1,586 shares; 2025Q4: 1,779 shares 1,779 $742K 0.13% +193 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,547 shares; 2024Q4: 13,170 shares; 2025Q1: 10,945 shares; 2025Q2: 12,349 shares; 2025Q3: 12,129 shares; 2025Q4: 12,709 shares 12,709 $736K 0.13% +580 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: 10,838 shares; 2024Q4: 9,951 shares; 2025Q1: 8,841 shares; 2025Q2: 7,376 shares; 2025Q3: 6,526 shares; 2025Q4: 6,263 shares 6,263 $727K 0.13% -263 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: 9,003 shares; 2024Q4: 8,425 shares; 2025Q1: 6,954 shares; 2025Q2: 5,599 shares; 2025Q3: 5,006 shares; 2025Q4: 4,977 shares 4,977 $686K 0.12% -29 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,704 shares; 2024Q4: 15,601 shares; 2025Q1: 15,855 shares; 2025Q2: 13,565 shares; 2025Q3: 5,038 shares; 2025Q4: 3,494 shares 3,494 $678K 0.12% -1,544 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,032 shares; 2024Q4: 6,772 shares; 2025Q1: 7,867 shares; 2025Q2: 5,833 shares; 2025Q3: 2,265 shares; 2025Q4: 1,937 shares 1,937 $659K 0.12% -328 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,239 shares 2,239 $650K 0.11% new Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,669 shares; 2025Q2: 4,486 shares; 2025Q3: 2,515 shares; 2025Q4: 2,826 shares 2,826 $646K 0.11% +311 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,946 shares; 2025Q3: 18,021 shares; 2025Q4: 13,876 shares 13,876 $645K 0.11% -4,145 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: 5,355 shares; 2024Q4: 5,045 shares; 2025Q1: 3,791 shares; 2025Q2: 2,484 shares; 2025Q3: 2,126 shares; 2025Q4: 1,901 shares 1,901 $642K 0.11% -225 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY 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: 3,907 shares; 2025Q3: 7,680 shares; 2025Q4: 8,555 shares 8,555 $632K 0.11% +875 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,801 shares; 2024Q4: 4,455 shares; 2025Q1: 3,866 shares; 2025Q2: 2,892 shares; 2025Q3: 2,445 shares; 2025Q4: 2,314 shares 2,314 $628K 0.11% -131 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 736 shares; 2025Q3: 848 shares; 2025Q4: 1,597 shares 1,597 $621K 0.11% +749 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,393 shares; 2025Q3: 2,613 shares; 2025Q4: 2,900 shares 2,900 $621K 0.11% +287 Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES 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: 37,736 shares; 2025Q3: 96,509 shares; 2025Q4: 40,340 shares 40,340 $618K 0.11% -56,169 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,030 shares; 2025Q2: 17,011 shares; 2025Q3: 18,362 shares; 2025Q4: 18,691 shares 18,691 $618K 0.11% +329 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: 769,082 shares; 2024Q4: 752,768 shares; 2025Q1: 724,137 shares; 2025Q2: 495,273 shares; 2025Q3: 177,075 shares; 2025Q4: 115,278 shares 115,278 $611K 0.11% -61,797 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: 14,601 shares; 2024Q4: 13,062 shares; 2025Q1: 11,042 shares; 2025Q2: 8,629 shares; 2025Q3: 7,279 shares; 2025Q4: 6,962 shares 6,962 $606K 0.11% -317 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,632 shares; 2024Q4: 24,984 shares; 2025Q1: 18,460 shares; 2025Q2: 13,740 shares; 2025Q3: 12,539 shares; 2025Q4: 7,564 shares 7,564 $596K 0.1% -4,975 Timeline AGX ARGAN INC More: the full row for ARGAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,588 shares; 2025Q4: 1,900 shares 1,900 $595K 0.1% -688 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: 4,304 shares; 2025Q3: 5,584 shares; 2025Q4: 5,929 shares 5,929 $592K 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: 1,278 shares; 2024Q4: 1,191 shares; 2025Q1: 1,063 shares; 2025Q2: 842 shares; 2025Q3: 748 shares; 2025Q4: 721 shares 721 $591K 0.1% -27 Timeline APAM ARTISAN PARTNERS ASSET MGMT More: the full row for ARTISAN PARTNERS ASSET MGMT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,001 shares; 2025Q3: 12,573 shares; 2025Q4: 14,146 shares 14,146 $576K 0.1% +1,573 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: 329 shares; 2024Q4: 350 shares; 2025Q1: 453 shares; 2025Q2: 657 shares; 2025Q3: 685 shares; 2025Q4: 655 shares 655 $565K 0.1% -30 Timeline REXR REXFORD INDL RLTY INC More: the full row for REXFORD INDL RLTY 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: 9,327 shares; 2025Q4: 14,463 shares 14,463 $560K 0.1% +5,136 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,368 shares; 2025Q3: 20,075 shares; 2025Q4: 19,758 shares 19,758 $556K 0.1% -317 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: 3,734 shares; 2024Q4: 3,469 shares; 2025Q1: 3,381 shares; 2025Q2: 3,235 shares; 2025Q3: 3,068 shares; 2025Q4: 3,007 shares 3,007 $552K 0.1% -61 Timeline XP XP INC More: the full row for XP 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: 20,839 shares; 2025Q4: 33,669 shares 33,669 $551K 0.1% +12,830 Timeline WSO WATSCO INC More: the full row for WATSCO 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: 1,203 shares; 2025Q4: 1,618 shares 1,618 $545K 0.1% +415 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,555 shares; 2025Q3: 14,098 shares; 2025Q4: 4,639 shares 4,639 $544K 0.1% -9,459 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,902 shares; 2025Q2: 2,501 shares; 2025Q3: 2,461 shares; 2025Q4: 2,597 shares 2,597 $543K 0.1% +136 Timeline KTB KONTOOR BRANDS INC More: the full row for KONTOOR BRANDS 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: 6,985 shares; 2025Q4: 8,742 shares 8,742 $534K 0.09% +1,757 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL 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: 20,788 shares; 2025Q3: 36,759 shares; 2025Q4: 35,660 shares 35,660 $533K 0.09% -1,099 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,966 shares; 2025Q3: 8,504 shares; 2025Q4: 7,167 shares 7,167 $528K 0.09% -1,337 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,542 shares; 2024Q4: 115,350 shares; 2025Q1: 89,643 shares; 2025Q2: 74,964 shares; 2025Q3: 22,345 shares; 2025Q4: 10,793 shares 10,793 $522K 0.09% -11,552 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: 3,174 shares; 2024Q4: 2,908 shares; 2025Q1: 2,604 shares; 2025Q2: 1,876 shares; 2025Q3: 1,616 shares; 2025Q4: 1,532 shares 1,532 $516K 0.09% -84 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: 4,502 shares; 2025Q3: 6,361 shares; 2025Q4: 6,264 shares 6,264 $509K 0.09% -97 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,051 shares; 2025Q3: 8,034 shares; 2025Q4: 7,449 shares 7,449 $502K 0.09% -585 Timeline NTAP NETAPP INC More: the full row for NETAPP 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: 4,615 shares 4,615 $494K 0.09% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 561 shares; 2025Q3: 670 shares; 2025Q4: 855 shares 855 $490K 0.09% +185 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,736 shares; 2024Q4: 7,989 shares; 2025Q1: 5,813 shares; 2025Q2: 6,774 shares; 2025Q3: 6,636 shares; 2025Q4: 6,055 shares 6,055 $486K 0.09% -581 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,597 shares 7,597 $482K 0.08% new Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,067 shares; 2024Q4: 1,067 shares; 2025Q1: 1,001 shares; 2025Q2: 1,001 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $473K 0.08% 0 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,588 shares; 2024Q4: 3,521 shares; 2025Q1: 3,512 shares; 2025Q2: 3,437 shares; 2025Q3: 3,375 shares; 2025Q4: 3,354 shares 3,354 $473K 0.08% -21 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: not reported; 2024Q4: not reported; 2025Q1: 1,020 shares; 2025Q2: 1,236 shares; 2025Q3: 1,389 shares; 2025Q4: 1,529 shares 1,529 $471K 0.08% +140 Timeline NE NOBLE CORP PLC More: the full row for NOBLE CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,360 shares; 2025Q4: 16,485 shares 16,485 $466K 0.08% +3,125 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,179 shares; 2025Q3: 4,021 shares; 2025Q4: 3,417 shares 3,417 $462K 0.08% -604 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,548 shares; 2024Q4: 2,503 shares; 2025Q1: 2,426 shares; 2025Q2: 2,353 shares; 2025Q3: 2,258 shares; 2025Q4: 2,162 shares 2,162 $458K 0.08% -96 Timeline BBWI BATH & BODY WORKS INC More: the full row for BATH & BODY WORKS 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: 22,640 shares 22,640 $455K 0.08% new Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,799 shares 6,799 $445K 0.08% new Timeline NEU NEWMARKET CORP More: the full row for NEWMARKET 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: 633 shares 633 $435K 0.08% new Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,603 shares; 2024Q4: 5,378 shares; 2025Q1: 6,958 shares; 2025Q2: 5,063 shares; 2025Q3: 6,725 shares; 2025Q4: 4,636 shares 4,636 $434K 0.08% -2,089 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,875 shares; 2024Q4: 29,726 shares; 2025Q1: 27,765 shares; 2025Q2: 20,680 shares; 2025Q3: 7,675 shares; 2025Q4: 6,290 shares 6,290 $418K 0.07% -1,385 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 773 shares; 2025Q3: 839 shares; 2025Q4: 891 shares 891 $418K 0.07% +52 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,191 shares; 2024Q4: 5,722 shares; 2025Q1: 8,810 shares; 2025Q2: 7,470 shares; 2025Q3: 7,203 shares; 2025Q4: 7,037 shares 7,037 $400K 0.07% -166 Timeline TFPM TRIPLE FLAG PRECIOUS METAL More: the full row for TRIPLE FLAG PRECIOUS METAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,739 shares; 2025Q3: 12,206 shares; 2025Q4: 11,959 shares 11,959 $397K 0.07% -247 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN 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: 8,282 shares 8,282 $394K 0.07% new Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,724 shares; 2024Q4: 8,699 shares; 2025Q1: 4,674 shares; 2025Q2: 4,813 shares; 2025Q3: 4,678 shares; 2025Q4: 3,905 shares 3,905 $390K 0.07% -773 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,952 shares; 2025Q1: 4,412 shares; 2025Q2: 4,269 shares; 2025Q3: 4,269 shares; 2025Q4: 5,036 shares 5,036 $384K 0.07% +767 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,299 shares; 2024Q4: 2,299 shares; 2025Q1: 1,969 shares; 2025Q2: 1,646 shares; 2025Q3: 1,701 shares; 2025Q4: 1,985 shares 1,985 $380K 0.07% +284 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: 1,902 shares; 2025Q4: 2,215 shares 2,215 $379K 0.07% +313 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,805 shares; 2025Q3: 2,088 shares; 2025Q4: 2,407 shares 2,407 $370K 0.06% +319 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,657 shares; 2024Q4: 12,180 shares; 2025Q1: 8,638 shares; 2025Q2: 4,913 shares; 2025Q3: 3,487 shares; 2025Q4: 3,226 shares 3,226 $367K 0.06% -261 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,174 shares; 2024Q4: 6,816 shares; 2025Q1: 4,731 shares; 2025Q2: 3,015 shares; 2025Q3: 2,432 shares; 2025Q4: 1,942 shares 1,942 $360K 0.06% -490 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 426 shares; 2025Q4: 534 shares 534 $360K 0.06% +108 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,032 shares; 2024Q4: 730 shares; 2025Q1: 632 shares; 2025Q2: 581 shares; 2025Q3: 581 shares; 2025Q4: 505 shares 505 $346K 0.06% -76 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,218 shares; 2025Q3: 3,218 shares; 2025Q4: 3,218 shares 3,218 $343K 0.06% 0 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 524 shares; 2025Q3: 592 shares; 2025Q4: 599 shares 599 $341K 0.06% +7 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: 3,626 shares; 2024Q4: 3,560 shares; 2025Q1: 2,597 shares; 2025Q2: 1,915 shares; 2025Q3: 1,441 shares; 2025Q4: 1,145 shares 1,145 $339K 0.06% -296 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,084 shares; 2024Q4: 2,237 shares; 2025Q1: 2,164 shares; 2025Q2: 1,858 shares; 2025Q3: 2,084 shares; 2025Q4: 2,272 shares 2,272 $338K 0.06% +188 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: 2,231 shares; 2024Q4: 2,176 shares; 2025Q1: 1,725 shares; 2025Q2: 1,142 shares; 2025Q3: 895 shares; 2025Q4: 959 shares 959 $336K 0.06% +64 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 951 shares; 2025Q3: 950 shares; 2025Q4: 1,058 shares 1,058 $333K 0.06% +108 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,946 shares; 2025Q4: 1,996 shares 1,996 $325K 0.06% +50 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 552 shares; 2025Q4: 666 shares 666 $325K 0.06% +114 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: 3,756 shares; 2024Q4: 3,961 shares; 2025Q1: 3,237 shares; 2025Q2: 2,405 shares; 2025Q3: 1,674 shares; 2025Q4: 1,218 shares 1,218 $323K 0.06% -456 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,788 shares 4,788 $313K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 336 shares; 2025Q3: 393 shares; 2025Q4: 2,011 shares 2,011 $308K 0.05% +1,618 Timeline IBP INSTALLED BLDG PRODS INC More: the full row for INSTALLED BLDG PRODS 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: 1,047 shares; 2025Q4: 1,152 shares 1,152 $299K 0.05% +105 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,337 shares; 2025Q3: 3,337 shares; 2025Q4: 3,337 shares 3,337 $298K 0.05% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 378 shares; 2025Q3: 392 shares; 2025Q4: 446 shares 446 $295K 0.05% +54 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 650 shares; 2025Q3: 869 shares; 2025Q4: 1,063 shares 1,063 $292K 0.05% +194 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: not reported; 2025Q3: 363 shares; 2025Q4: 442 shares 442 $289K 0.05% +79 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,990 shares; 2024Q4: 1,939 shares; 2025Q1: 1,445 shares; 2025Q2: 1,249 shares; 2025Q3: 1,137 shares; 2025Q4: 1,093 shares 1,093 $287K 0.05% -44 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,550 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,508 shares; 2025Q4: 3,384 shares 3,384 $286K 0.05% +876 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: 13,160 shares; 2024Q4: 11,361 shares; 2025Q1: 12,778 shares; 2025Q2: 9,751 shares; 2025Q3: 4,385 shares; 2025Q4: 1,618 shares 1,618 $284K 0.05% -2,767 Timeline DCOR 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: 3,474 shares; 2024Q4: 4,063 shares; 2025Q1: 4,962 shares; 2025Q2: 4,233 shares; 2025Q3: 4,272 shares; 2025Q4: 3,852 shares 3,852 $284K 0.05% -420 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: not reported; 2024Q4: not reported; 2025Q1: 934 shares; 2025Q2: 1,348 shares; 2025Q3: 1,483 shares; 2025Q4: 1,519 shares 1,519 $282K 0.05% +36 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,704 shares; 2025Q1: not reported; 2025Q2: 4,748 shares; 2025Q3: 4,873 shares; 2025Q4: 4,816 shares 4,816 $281K 0.05% -57 Timeline VCEB VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,825 shares; 2025Q3: 4,870 shares; 2025Q4: 4,405 shares 4,405 $280K 0.05% -465 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,260 shares; 2024Q4: 7,231 shares; 2025Q1: 5,027 shares; 2025Q2: 2,804 shares; 2025Q3: 1,917 shares; 2025Q4: 1,234 shares 1,234 $278K 0.05% -683 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: 712 shares; 2024Q4: 739 shares; 2025Q1: 702 shares; 2025Q2: 795 shares; 2025Q3: 887 shares; 2025Q4: 882 shares 882 $269K 0.05% -5 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 283 shares; 2025Q4: 301 shares 301 $265K 0.05% +18 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,520 shares; 2025Q3: 1,637 shares; 2025Q4: 1,716 shares 1,716 $264K 0.05% +79 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 920 shares 920 $263K 0.05% new 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: not reported; 2025Q3: 523 shares; 2025Q4: 559 shares 559 $261K 0.05% +36 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,842 shares 1,842 $261K 0.05% new Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,955 shares; 2024Q4: 7,963 shares; 2025Q1: 7,931 shares; 2025Q2: 7,499 shares; 2025Q3: 7,509 shares; 2025Q4: 7,480 shares 7,480 $258K 0.05% -29 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,110 shares; 2024Q4: 57,806 shares; 2025Q1: 54,675 shares; 2025Q2: 38,580 shares; 2025Q3: 17,434 shares; 2025Q4: 13,262 shares 13,262 $254K 0.04% -4,172 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,006 shares; 2025Q4: 2,973 shares 2,973 $254K 0.04% -33 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,491 shares; 2025Q4: 1,552 shares 1,552 $252K 0.04% +61 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,328 shares; 2024Q4: 5,512 shares; 2025Q1: 5,480 shares; 2025Q2: 5,271 shares; 2025Q3: 3,919 shares; 2025Q4: 3,616 shares 3,616 $251K 0.04% -303 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 193 shares; 2025Q4: 206 shares 206 $251K 0.04% +13 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,412 shares 1,412 $251K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,518 shares 2,518 $250K 0.04% new Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,226 shares 1,226 $249K 0.04% new Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,330 shares; 2025Q4: 1,335 shares 1,335 $248K 0.04% +5 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON 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: 8,658 shares 8,658 $245K 0.04% new Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC 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: 986 shares; 2025Q4: 878 shares 878 $242K 0.04% -108 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,053 shares; 2024Q4: 430 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 491 shares; 2025Q4: 492 shares 492 $238K 0.04% +1 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,028 shares 2,028 $237K 0.04% new Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,667 shares; 2025Q4: 1,802 shares 1,802 $236K 0.04% +135 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,636 shares 2,636 $235K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 747 shares 747 $233K 0.04% new Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,134 shares 1,134 $233K 0.04% new Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,126 shares; 2025Q1: not reported; 2025Q2: 3,211 shares; 2025Q3: 3,140 shares; 2025Q4: 3,136 shares 3,136 $232K 0.04% -4 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 600 shares; 2025Q3: 603 shares; 2025Q4: 550 shares 550 $232K 0.04% -53 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,679 shares; 2024Q4: 47,174 shares; 2025Q1: 37,902 shares; 2025Q2: 20,476 shares; 2025Q3: 4,873 shares; 2025Q4: 3,811 shares 3,811 $229K 0.04% -1,062 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 890 shares; 2025Q4: 936 shares 936 $226K 0.04% +46 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 494 shares 494 $224K 0.04% new Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,142 shares; 2025Q3: 9,119 shares; 2025Q4: 9,217 shares 9,217 $222K 0.04% +98 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,381 shares 8,381 $221K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,795 shares 1,795 $220K 0.04% new Timeline EOG EOG RES INC More: the full row for EOG RES 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: 3,052 shares; 2025Q4: 1,981 shares 1,981 $208K 0.04% -1,071 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,350 shares; 2024Q4: 28,044 shares; 2025Q1: 15,697 shares; 2025Q2: 10,826 shares; 2025Q3: 2,230 shares; 2025Q4: 2,349 shares 2,349 $208K 0.04% +119 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: 1,786 shares 1,786 $206K 0.04% new Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,718 shares; 2025Q4: 1,705 shares 1,705 $205K 0.04% -13 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 597 shares; 2025Q4: 654 shares 654 $205K 0.04% +57 Timeline INGR INGREDION INC More: the full row for INGREDION 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: 1,843 shares 1,843 $203K 0.04% new Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,423 shares; 2024Q4: 6,523 shares; 2025Q1: 4,199 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,021 shares 3,021 $203K 0.04% new Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,152 shares 3,152 $202K 0.04% new Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,356 shares 11,356 $196K 0.03% new Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,617 shares; 2025Q3: not reported; 2025Q4: 15,503 shares 15,503 $157K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,215 shares 13,215 $155K 0.03% new Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR 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: 20,377 shares 20,377 $126K 0.02% new Timeline CNTN CANTON STRATEGIC HOLDINGS IN More: the full row for CANTON STRATEGIC HOLDINGS IN 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: 10,135 shares; 2025Q4: 25,337 shares 25,337 $76.8K 0.01% +15,202 Timeline