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: 591,107 shares; 2024Q4: 595,623 shares; 2025Q1: 579,651 shares; 2025Q2: 572,170 shares; 2025Q3: 561,649 shares; 2025Q4: 560,740 shares 560,740 $152M 5.08% -909 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: 1,393,747 shares; 2024Q4: 1,424,641 shares; 2025Q1: 1,062,498 shares; 2025Q2: 1,202,302 shares; 2025Q3: 1,174,652 shares; 2025Q4: 1,172,094 shares 1,172,094 $125M 4.17% -2,558 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: 2,101,975 shares; 2024Q4: 1,974,529 shares; 2025Q1: 1,962,187 shares; 2025Q2: 2,103,940 shares; 2025Q3: 1,948,749 shares; 2025Q4: 1,968,113 shares 1,968,113 $112M 3.73% +19,364 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: 235,419 shares; 2024Q4: 237,303 shares; 2025Q1: 227,254 shares; 2025Q2: 217,947 shares; 2025Q3: 219,726 shares; 2025Q4: 220,874 shares 220,874 $107M 3.56% +1,148 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: 645,250 shares; 2024Q4: 636,782 shares; 2025Q1: 576,581 shares; 2025Q2: 544,729 shares; 2025Q3: 554,362 shares; 2025Q4: 558,270 shares 558,270 $104M 3.47% +3,908 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: 844,172 shares; 2024Q4: 851,773 shares; 2025Q1: 954,619 shares; 2025Q2: 1,037,408 shares; 2025Q3: 1,052,978 shares; 2025Q4: 1,073,861 shares 1,073,861 $96.1M 3.2% +20,883 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: 285,015 shares; 2024Q4: 292,432 shares; 2025Q1: 286,184 shares; 2025Q2: 287,106 shares; 2025Q3: 234,571 shares; 2025Q4: 232,445 shares 232,445 $92.1M 3.07% -2,126 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: 285,372 shares; 2024Q4: 291,637 shares; 2025Q1: 280,307 shares; 2025Q2: 264,830 shares; 2025Q3: 268,610 shares; 2025Q4: 270,983 shares 270,983 $84.8M 2.83% +2,373 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 715,579 shares; 2025Q4: 899,049 shares 899,049 $74M 2.47% +183,470 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: 221,116 shares; 2024Q4: 210,670 shares; 2025Q1: 206,019 shares; 2025Q2: 204,512 shares; 2025Q3: 195,170 shares; 2025Q4: 197,186 shares 197,186 $68.2M 2.28% +2,016 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: 194,363 shares; 2024Q4: 193,111 shares; 2025Q1: 185,983 shares; 2025Q2: 183,686 shares; 2025Q3: 177,085 shares; 2025Q4: 178,857 shares 178,857 $57.6M 1.92% +1,772 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: 250,868 shares; 2024Q4: 260,605 shares; 2025Q1: 249,855 shares; 2025Q2: 234,937 shares; 2025Q3: 240,612 shares; 2025Q4: 240,012 shares 240,012 $55.4M 1.85% -600 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: 99,955 shares; 2024Q4: 99,996 shares; 2025Q1: 86,164 shares; 2025Q2: 84,083 shares; 2025Q3: 80,823 shares; 2025Q4: 79,855 shares 79,855 $54.5M 1.82% -968 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: 499,354 shares; 2024Q4: 490,583 shares; 2025Q1: 472,896 shares; 2025Q2: 467,501 shares; 2025Q3: 463,062 shares; 2025Q4: 336,566 shares 336,566 $40.4M 1.35% -126,496 Timeline JMTG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 714,120 shares; 2025Q4: 738,014 shares 738,014 $37.7M 1.26% +23,894 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: 30,939 shares; 2024Q4: 34,035 shares; 2025Q1: 33,411 shares; 2025Q2: 32,588 shares; 2025Q3: 32,735 shares; 2025Q4: 32,518 shares 32,518 $34.9M 1.17% -217 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: 58,504 shares; 2024Q4: 55,064 shares; 2025Q1: 53,460 shares; 2025Q2: 50,994 shares; 2025Q3: 52,006 shares; 2025Q4: 52,451 shares 52,451 $34.6M 1.15% +445 Timeline TSPA T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 486,467 shares; 2025Q1: 805,940 shares; 2025Q2: 829,752 shares; 2025Q3: 807,847 shares; 2025Q4: 800,775 shares 800,775 $34.3M 1.14% -7,072 Timeline MDYG 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: 364,788 shares; 2024Q4: 358,973 shares; 2025Q1: 331,511 shares; 2025Q2: 347,143 shares; 2025Q3: 369,768 shares; 2025Q4: 362,213 shares 362,213 $33.5M 1.12% -7,555 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: 315,310 shares; 2024Q4: 310,166 shares; 2025Q1: 301,705 shares; 2025Q2: 297,629 shares; 2025Q3: 297,222 shares; 2025Q4: 297,407 shares 297,407 $33.1M 1.1% +185 Timeline SCHR 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: 485,900 shares; 2024Q4: 1,044,541 shares; 2025Q1: 1,061,527 shares; 2025Q2: 1,099,895 shares; 2025Q3: 1,143,367 shares; 2025Q4: 1,221,356 shares 1,221,356 $30.6M 1.02% +77,989 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 346,222 shares; 2024Q4: 357,674 shares; 2025Q1: 340,995 shares; 2025Q2: 358,855 shares; 2025Q3: 357,494 shares; 2025Q4: 361,397 shares 361,397 $30.6M 1.02% +3,903 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: 63,860 shares; 2024Q4: 66,457 shares; 2025Q1: 60,682 shares; 2025Q2: 58,860 shares; 2025Q3: 56,484 shares; 2025Q4: 56,662 shares 56,662 $28.5M 0.95% +178 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: 150,469 shares; 2024Q4: 150,980 shares; 2025Q1: 141,658 shares; 2025Q2: 139,641 shares; 2025Q3: 135,898 shares; 2025Q4: 130,686 shares 130,686 $27M 0.9% -5,212 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: 130,650 shares; 2024Q4: 141,695 shares; 2025Q1: 127,843 shares; 2025Q2: 125,589 shares; 2025Q3: 123,706 shares; 2025Q4: 116,638 shares 116,638 $26.7M 0.89% -7,068 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: 77,772 shares; 2024Q4: 78,636 shares; 2025Q1: 76,636 shares; 2025Q2: 75,532 shares; 2025Q3: 73,221 shares; 2025Q4: 73,195 shares 73,195 $25.7M 0.86% -26 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: 48,965 shares; 2024Q4: 49,442 shares; 2025Q1: 45,901 shares; 2025Q2: 45,409 shares; 2025Q3: 43,736 shares; 2025Q4: 43,448 shares 43,448 $24.9M 0.83% -288 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: 344,394 shares; 2024Q4: 368,415 shares; 2025Q1: 368,515 shares; 2025Q2: 364,101 shares; 2025Q3: 384,664 shares; 2025Q4: 408,831 shares 408,831 $23.7M 0.79% +24,167 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: 211,321 shares; 2024Q4: 209,999 shares; 2025Q1: 205,728 shares; 2025Q2: 202,340 shares; 2025Q3: 195,820 shares; 2025Q4: 195,262 shares 195,262 $23.5M 0.78% -558 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: 36,386 shares; 2024Q4: 35,663 shares; 2025Q1: 37,793 shares; 2025Q2: 37,468 shares; 2025Q3: 37,687 shares; 2025Q4: 37,371 shares 37,371 $23.4M 0.78% -316 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: 311,235 shares; 2024Q4: 311,296 shares; 2025Q1: 300,918 shares; 2025Q2: 300,036 shares; 2025Q3: 290,386 shares; 2025Q4: 291,563 shares 291,563 $22.5M 0.75% +1,177 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: 169,838 shares; 2024Q4: 185,611 shares; 2025Q1: 156,082 shares; 2025Q2: 154,338 shares; 2025Q3: 146,343 shares; 2025Q4: 149,171 shares 149,171 $21.4M 0.71% +2,828 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: 199,076 shares; 2024Q4: 208,716 shares; 2025Q1: 201,649 shares; 2025Q2: 196,346 shares; 2025Q3: 201,442 shares; 2025Q4: 201,859 shares 201,859 $21.2M 0.71% +417 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: 64,858 shares; 2024Q4: 62,858 shares; 2025Q1: 71,791 shares; 2025Q2: 71,758 shares; 2025Q3: 68,015 shares; 2025Q4: 68,069 shares 68,069 $20.8M 0.69% +54 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 208,260 shares; 2024Q4: 219,591 shares; 2025Q1: 226,004 shares; 2025Q2: 232,221 shares; 2025Q3: 239,688 shares; 2025Q4: 254,341 shares 254,341 $20.3M 0.68% +14,653 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: 139,729 shares; 2024Q4: 140,954 shares; 2025Q1: 133,241 shares; 2025Q2: 132,151 shares; 2025Q3: 130,835 shares; 2025Q4: 130,599 shares 130,599 $19.9M 0.66% -236 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194,862 shares; 2024Q4: 196,216 shares; 2025Q1: 189,051 shares; 2025Q2: 198,055 shares; 2025Q3: 205,379 shares; 2025Q4: 207,745 shares 207,745 $18.9M 0.63% +2,366 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 174,279 shares; 2024Q4: 175,216 shares; 2025Q1: 169,260 shares; 2025Q2: 180,109 shares; 2025Q3: 192,381 shares; 2025Q4: 196,356 shares 196,356 $18.5M 0.62% +3,975 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 338,899 shares; 2024Q4: 310,522 shares; 2025Q1: 287,758 shares; 2025Q2: 276,388 shares; 2025Q3: 276,765 shares; 2025Q4: 278,825 shares 278,825 $18.4M 0.61% +2,060 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: 173,283 shares; 2024Q4: 188,970 shares; 2025Q1: 202,179 shares; 2025Q2: 206,351 shares; 2025Q3: 208,865 shares; 2025Q4: 214,816 shares 214,816 $18M 0.6% +5,951 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: 60,362 shares; 2024Q4: 61,591 shares; 2025Q1: 56,489 shares; 2025Q2: 55,869 shares; 2025Q3: 51,339 shares; 2025Q4: 51,689 shares 51,689 $17.8M 0.59% +350 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: 239,904 shares; 2024Q4: 242,289 shares; 2025Q1: 232,654 shares; 2025Q2: 228,479 shares; 2025Q3: 210,574 shares; 2025Q4: 213,051 shares 213,051 $17.1M 0.57% +2,477 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: 34,726 shares; 2024Q4: 44,873 shares; 2025Q1: 45,487 shares; 2025Q2: 36,915 shares; 2025Q3: 37,745 shares; 2025Q4: 36,538 shares 36,538 $16.4M 0.55% -1,207 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,495 shares; 2024Q4: 33,618 shares; 2025Q1: 24,005 shares; 2025Q2: 23,836 shares; 2025Q3: 23,205 shares; 2025Q4: 23,755 shares 23,755 $16.3M 0.54% +550 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: 63,767 shares; 2024Q4: 64,112 shares; 2025Q1: 59,756 shares; 2025Q2: 60,763 shares; 2025Q3: 60,155 shares; 2025Q4: 80,087 shares 80,087 $15.6M 0.52% +19,932 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: 70,028 shares; 2024Q4: 71,079 shares; 2025Q1: 71,515 shares; 2025Q2: 72,283 shares; 2025Q3: 79,086 shares; 2025Q4: 78,690 shares 78,690 $15.4M 0.51% -396 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,500 shares; 2025Q1: 122,461 shares; 2025Q2: 145,384 shares; 2025Q3: 154,119 shares; 2025Q4: 147,860 shares 147,860 $15.1M 0.5% -6,259 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,552 shares; 2024Q4: 40,714 shares; 2025Q1: 39,262 shares; 2025Q2: 36,873 shares; 2025Q3: 38,430 shares; 2025Q4: 38,336 shares 38,336 $14.8M 0.49% -94 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: 55,622 shares; 2024Q4: 57,066 shares; 2025Q1: 52,671 shares; 2025Q2: 52,505 shares; 2025Q3: 43,957 shares; 2025Q4: 44,598 shares 44,598 $14.6M 0.49% +641 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: 37,554 shares; 2024Q4: 37,288 shares; 2025Q1: 35,755 shares; 2025Q2: 34,966 shares; 2025Q3: 33,452 shares; 2025Q4: 33,556 shares 33,556 $14.3M 0.48% +104 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 228,769 shares; 2024Q4: 260,068 shares; 2025Q1: 286,100 shares; 2025Q2: 294,562 shares; 2025Q3: 290,258 shares; 2025Q4: 301,928 shares 301,928 $14.2M 0.47% +11,670 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: 58,061 shares; 2024Q4: 56,071 shares; 2025Q1: 52,305 shares; 2025Q2: 52,597 shares; 2025Q3: 47,342 shares; 2025Q4: 46,462 shares 46,462 $13.8M 0.46% -880 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: 80,176 shares; 2024Q4: 84,067 shares; 2025Q1: 85,015 shares; 2025Q2: 83,661 shares; 2025Q3: 84,174 shares; 2025Q4: 84,709 shares 84,709 $13M 0.43% +535 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: 19,144 shares; 2024Q4: 19,846 shares; 2025Q1: 16,278 shares; 2025Q2: 16,020 shares; 2025Q3: 14,916 shares; 2025Q4: 14,600 shares 14,600 $12.6M 0.42% -316 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: 10,731 shares; 2025Q1: 10,595 shares; 2025Q2: 10,652 shares; 2025Q3: 10,029 shares; 2025Q4: 11,755 shares 11,755 $12.6M 0.42% +1,726 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: 49,238 shares; 2024Q4: 64,600 shares; 2025Q1: 65,739 shares; 2025Q2: 66,689 shares; 2025Q3: 73,644 shares; 2025Q4: 75,478 shares 75,478 $12.1M 0.4% +1,834 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: 41,350 shares; 2024Q4: 55,684 shares; 2025Q1: 49,271 shares; 2025Q2: 48,969 shares; 2025Q3: 47,160 shares; 2025Q4: 46,971 shares 46,971 $12.1M 0.4% -189 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,540 shares; 2024Q4: 192,628 shares; 2025Q1: 296,167 shares; 2025Q2: 304,187 shares; 2025Q3: 367,011 shares; 2025Q4: 499,745 shares 499,745 $11.7M 0.39% +132,734 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,774 shares; 2024Q4: 203,040 shares; 2025Q1: 266,729 shares; 2025Q2: 295,536 shares; 2025Q3: 367,764 shares; 2025Q4: 454,609 shares 454,609 $11.6M 0.39% +86,845 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: 122,921 shares; 2024Q4: 120,610 shares; 2025Q1: 115,006 shares; 2025Q2: 112,302 shares; 2025Q3: 114,806 shares; 2025Q4: 116,170 shares 116,170 $11.1M 0.37% +1,364 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,034 shares; 2024Q4: 129,371 shares; 2025Q1: 120,129 shares; 2025Q2: 131,059 shares; 2025Q3: 100,411 shares; 2025Q4: 114,907 shares 114,907 $11.1M 0.37% +14,496 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: 40,913 shares; 2024Q4: 40,412 shares; 2025Q1: 38,677 shares; 2025Q2: 38,313 shares; 2025Q3: 34,234 shares; 2025Q4: 33,076 shares 33,076 $10.9M 0.36% -1,158 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,808 shares; 2024Q4: 38,367 shares; 2025Q1: 37,855 shares; 2025Q2: 40,671 shares; 2025Q3: 40,913 shares; 2025Q4: 43,536 shares 43,536 $10.7M 0.36% +2,623 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,556 shares; 2024Q4: 219,313 shares; 2025Q1: 262,062 shares; 2025Q2: 290,329 shares; 2025Q3: 366,642 shares; 2025Q4: 438,090 shares 438,090 $10.6M 0.35% +71,448 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,136 shares; 2025Q3: 154,973 shares; 2025Q4: 195,036 shares 195,036 $10.4M 0.35% +40,063 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: 130,923 shares; 2024Q4: 138,911 shares; 2025Q1: 172,402 shares; 2025Q2: 175,258 shares; 2025Q3: 177,095 shares; 2025Q4: 178,601 shares 178,601 $10.3M 0.34% +1,506 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: 43,072 shares; 2024Q4: 42,962 shares; 2025Q1: 42,621 shares; 2025Q2: 42,602 shares; 2025Q3: 117,697 shares; 2025Q4: 146,612 shares 146,612 $10.2M 0.34% +28,915 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,894 shares; 2024Q4: 27,147 shares; 2025Q1: 18,954 shares; 2025Q2: 23,563 shares; 2025Q3: 51,032 shares; 2025Q4: 74,399 shares 74,399 $10.2M 0.34% +23,367 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: 11,526 shares; 2024Q4: 21,225 shares; 2025Q1: 48,681 shares; 2025Q2: 52,711 shares; 2025Q3: 57,687 shares; 2025Q4: 59,111 shares 59,111 $10.1M 0.34% +1,424 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 305,565 shares; 2024Q4: 640,355 shares; 2025Q1: 394,117 shares; 2025Q2: 394,510 shares; 2025Q3: 404,893 shares; 2025Q4: 413,382 shares 413,382 $10.1M 0.34% +8,489 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 765,181 shares; 2024Q4: 747,148 shares; 2025Q1: 688,423 shares; 2025Q2: 678,451 shares; 2025Q3: 659,446 shares; 2025Q4: 582,022 shares 582,022 $9.95M 0.33% -77,424 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,618 shares; 2024Q4: 97,268 shares; 2025Q1: 145,956 shares; 2025Q2: 203,939 shares; 2025Q3: 319,802 shares; 2025Q4: 450,474 shares 450,474 $9.94M 0.33% +130,672 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: 87,184 shares; 2024Q4: 89,559 shares; 2025Q1: 88,281 shares; 2025Q2: 88,235 shares; 2025Q3: 83,850 shares; 2025Q4: 85,522 shares 85,522 $9.86M 0.33% +1,672 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: 25,909 shares; 2024Q4: 52,953 shares; 2025Q1: 51,639 shares; 2025Q2: 52,705 shares; 2025Q3: 52,182 shares; 2025Q4: 51,913 shares 51,913 $9.56M 0.32% -269 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: 45,471 shares; 2025Q2: 48,967 shares; 2025Q3: 89,224 shares; 2025Q4: 93,693 shares 93,693 $9.36M 0.31% +4,469 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: 3,322 shares; 2024Q4: 3,322 shares; 2025Q1: 3,322 shares; 2025Q2: 13,304 shares; 2025Q3: 12,927 shares; 2025Q4: 38,613 shares 38,613 $9.36M 0.31% +25,686 Timeline IBDR 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: 197,916 shares; 2024Q4: 239,740 shares; 2025Q1: 307,314 shares; 2025Q2: 310,075 shares; 2025Q3: 322,234 shares; 2025Q4: 383,441 shares 383,441 $9.29M 0.31% +61,207 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: 9,798 shares; 2024Q4: 33,948 shares; 2025Q1: 38,698 shares; 2025Q2: 38,120 shares; 2025Q3: 39,433 shares; 2025Q4: 39,759 shares 39,759 $9.2M 0.31% +326 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: 2,175 shares; 2024Q4: 2,197 shares; 2025Q1: 1,809 shares; 2025Q2: 1,755 shares; 2025Q3: 1,683 shares; 2025Q4: 1,655 shares 1,655 $8.86M 0.3% -28 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: 102,780 shares; 2024Q4: 105,318 shares; 2025Q1: 100,316 shares; 2025Q2: 99,381 shares; 2025Q3: 94,942 shares; 2025Q4: 61,826 shares 61,826 $8.86M 0.3% -33,116 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: 34,959 shares; 2024Q4: 45,147 shares; 2025Q1: 46,991 shares; 2025Q2: 48,269 shares; 2025Q3: 48,705 shares; 2025Q4: 49,527 shares 49,527 $8.79M 0.29% +822 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: 185,244 shares; 2024Q4: 183,266 shares; 2025Q1: 177,203 shares; 2025Q2: 177,097 shares; 2025Q3: 158,027 shares; 2025Q4: 157,922 shares 157,922 $8.69M 0.29% -105 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: 37,125 shares; 2024Q4: 38,904 shares; 2025Q1: 39,588 shares; 2025Q2: 39,202 shares; 2025Q3: 39,626 shares; 2025Q4: 39,690 shares 39,690 $8.5M 0.28% +64 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,084 shares; 2024Q4: 28,426 shares; 2025Q1: 28,572 shares; 2025Q2: 28,473 shares; 2025Q3: 28,521 shares; 2025Q4: 28,566 shares 28,566 $8.39M 0.28% +45 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: 251,207 shares; 2024Q4: 246,092 shares; 2025Q1: 237,115 shares; 2025Q2: 237,352 shares; 2025Q3: 247,208 shares; 2025Q4: 205,857 shares 205,857 $8.38M 0.28% -41,351 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: 12,919 shares; 2024Q4: 13,913 shares; 2025Q1: 14,923 shares; 2025Q2: 14,799 shares; 2025Q3: 14,093 shares; 2025Q4: 14,328 shares 14,328 $8.11M 0.27% +235 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: 354,963 shares; 2024Q4: 365,963 shares; 2025Q1: 363,055 shares; 2025Q2: 364,218 shares; 2025Q3: 356,886 shares; 2025Q4: 116,419 shares 116,419 $8.11M 0.27% -240,467 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: 92,222 shares; 2024Q4: 92,854 shares; 2025Q1: 85,077 shares; 2025Q2: 83,855 shares; 2025Q3: 84,414 shares; 2025Q4: 83,923 shares 83,923 $8.06M 0.27% -491 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: 9,241 shares; 2024Q4: 22,235 shares; 2025Q1: 23,798 shares; 2025Q2: 23,784 shares; 2025Q3: 23,920 shares; 2025Q4: 23,881 shares 23,881 $8.04M 0.27% -39 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: 42,642 shares; 2024Q4: 38,014 shares; 2025Q1: 37,510 shares; 2025Q2: 37,608 shares; 2025Q3: 36,296 shares; 2025Q4: 35,779 shares 35,779 $7.35M 0.25% -517 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,288 shares; 2024Q4: 13,498 shares; 2025Q1: 13,123 shares; 2025Q2: 13,055 shares; 2025Q3: 12,312 shares; 2025Q4: 12,630 shares 12,630 $7.32M 0.24% +318 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,416 shares; 2025Q1: 32,738 shares; 2025Q2: 32,905 shares; 2025Q3: 34,983 shares; 2025Q4: 35,457 shares 35,457 $7.27M 0.24% +474 Timeline WCMI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 193,798 shares; 2025Q1: 259,778 shares; 2025Q2: 265,782 shares; 2025Q3: 413,879 shares; 2025Q4: 425,830 shares 425,830 $7.24M 0.24% +11,951 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,317 shares; 2024Q4: 110,251 shares; 2025Q1: 121,001 shares; 2025Q2: 124,019 shares; 2025Q3: 122,189 shares; 2025Q4: 126,933 shares 126,933 $7.08M 0.24% +4,744 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: 13,794 shares; 2024Q4: 14,099 shares; 2025Q1: 14,205 shares; 2025Q2: 14,064 shares; 2025Q3: 13,377 shares; 2025Q4: 13,361 shares 13,361 $6.98M 0.23% -16 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: 101,984 shares; 2024Q4: 68,172 shares; 2025Q1: 58,178 shares; 2025Q2: 54,749 shares; 2025Q3: 50,189 shares; 2025Q4: 48,591 shares 48,591 $6.97M 0.23% -1,598 Timeline IBDW 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: 37,348 shares; 2024Q4: 129,422 shares; 2025Q1: 176,860 shares; 2025Q2: 206,178 shares; 2025Q3: 242,426 shares; 2025Q4: 321,951 shares 321,951 $6.81M 0.23% +79,525 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: 41,738 shares; 2024Q4: 39,200 shares; 2025Q1: 35,445 shares; 2025Q2: 34,823 shares; 2025Q3: 32,007 shares; 2025Q4: 30,986 shares 30,986 $6.81M 0.23% -1,021 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: 6,282 shares; 2024Q4: 6,397 shares; 2025Q1: 5,265 shares; 2025Q2: 76,812 shares; 2025Q3: 70,609 shares; 2025Q4: 70,291 shares 70,291 $6.41M 0.21% -318 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,367 shares; 2024Q4: 18,187 shares; 2025Q1: 18,561 shares; 2025Q2: 18,335 shares; 2025Q3: 18,013 shares; 2025Q4: 17,921 shares 17,921 $6.3M 0.21% -92 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: 21,473 shares; 2024Q4: 22,784 shares; 2025Q1: 22,762 shares; 2025Q2: 23,064 shares; 2025Q3: 22,848 shares; 2025Q4: 23,041 shares 23,041 $6.29M 0.21% +193 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,107 shares; 2024Q4: 77,420 shares; 2025Q1: 60,170 shares; 2025Q2: 60,582 shares; 2025Q3: 59,578 shares; 2025Q4: 57,663 shares 57,663 $6.19M 0.21% -1,915 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: 20,602 shares; 2024Q4: 20,430 shares; 2025Q1: 18,961 shares; 2025Q2: 19,026 shares; 2025Q3: 18,920 shares; 2025Q4: 18,846 shares 18,846 $5.91M 0.2% -74 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: 78,847 shares; 2024Q4: 69,433 shares; 2025Q1: 64,651 shares; 2025Q2: 63,766 shares; 2025Q3: 36,415 shares; 2025Q4: 34,972 shares 34,972 $5.69M 0.19% -1,443 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,592 shares; 2024Q4: 27,174 shares; 2025Q1: 21,483 shares; 2025Q2: 20,529 shares; 2025Q3: 19,711 shares; 2025Q4: 19,698 shares 19,698 $5.69M 0.19% -13 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: 37,726 shares; 2024Q4: 37,957 shares; 2025Q1: 38,232 shares; 2025Q2: 38,609 shares; 2025Q3: 38,998 shares; 2025Q4: 39,328 shares 39,328 $5.64M 0.19% +330 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: 76,702 shares; 2024Q4: 64,106 shares; 2025Q1: 56,210 shares; 2025Q2: 52,032 shares; 2025Q3: 44,488 shares; 2025Q4: 43,478 shares 43,478 $5.45M 0.18% -1,010 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: 33,565 shares; 2024Q4: 33,565 shares; 2025Q1: 33,267 shares; 2025Q2: 33,267 shares; 2025Q3: 33,267 shares; 2025Q4: 33,272 shares 33,272 $5.41M 0.18% +5 Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,922 shares; 2024Q4: 214,770 shares; 2025Q1: 214,770 shares; 2025Q2: 214,770 shares; 2025Q3: 247,436 shares; 2025Q4: 247,436 shares 247,436 $5.37M 0.18% 0 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: 2,818 shares; 2024Q4: 19,950 shares; 2025Q1: 24,140 shares; 2025Q2: 23,851 shares; 2025Q3: 24,176 shares; 2025Q4: 23,487 shares 23,487 $5.35M 0.18% -689 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: 377,836 shares; 2024Q4: 285,560 shares; 2025Q1: 78,320 shares; 2025Q2: 63,129 shares; 2025Q3: 40,632 shares; 2025Q4: 43,929 shares 43,929 $5.35M 0.18% +3,297 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: 50,527 shares; 2024Q4: 54,649 shares; 2025Q1: 57,443 shares; 2025Q2: 58,113 shares; 2025Q3: 57,797 shares; 2025Q4: 56,994 shares 56,994 $5.34M 0.18% -803 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,263 shares; 2024Q4: 7,539 shares; 2025Q1: 7,331 shares; 2025Q2: 7,373 shares; 2025Q3: 7,012 shares; 2025Q4: 6,956 shares 6,956 $5.33M 0.18% -56 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: 17,403 shares; 2024Q4: 17,107 shares; 2025Q1: 16,605 shares; 2025Q2: 16,139 shares; 2025Q3: 16,219 shares; 2025Q4: 15,929 shares 15,929 $5.07M 0.17% -290 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: 115,623 shares; 2024Q4: 196,203 shares; 2025Q1: 196,203 shares; 2025Q2: 196,203 shares; 2025Q3: 196,203 shares; 2025Q4: 196,203 shares 196,203 $4.99M 0.17% 0 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: 35,342 shares; 2024Q4: 36,127 shares; 2025Q1: 35,521 shares; 2025Q2: 35,212 shares; 2025Q3: 30,484 shares; 2025Q4: 24,524 shares 24,524 $4.98M 0.17% -5,960 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: 147,096 shares; 2024Q4: 146,746 shares; 2025Q1: 134,916 shares; 2025Q2: 136,874 shares; 2025Q3: 59,842 shares; 2025Q4: 55,603 shares 55,603 $4.97M 0.17% -4,239 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: 60,533 shares; 2024Q4: 58,426 shares; 2025Q1: 62,492 shares; 2025Q2: 62,153 shares; 2025Q3: 63,361 shares; 2025Q4: 79,244 shares 79,244 $4.95M 0.17% +15,883 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,966 shares; 2024Q4: 130,089 shares; 2025Q1: 159,605 shares; 2025Q2: 159,605 shares; 2025Q3: 187,201 shares; 2025Q4: 187,201 shares 187,201 $4.93M 0.16% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 41,276 shares; 2025Q4: 59,512 shares 59,512 $4.86M 0.16% +18,236 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,005 shares; 2024Q4: 7,334 shares; 2025Q1: 7,859 shares; 2025Q2: 7,441 shares; 2025Q3: 7,435 shares; 2025Q4: 7,808 shares 7,808 $4.8M 0.16% +373 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: 156,630 shares; 2024Q4: 156,630 shares; 2025Q1: 208,283 shares; 2025Q2: 255,542 shares; 2025Q3: 320,048 shares; 2025Q4: 320,088 shares 320,088 $4.78M 0.16% +40 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,473 shares; 2024Q4: 100,097 shares; 2025Q1: 93,332 shares; 2025Q2: 89,396 shares; 2025Q3: 91,366 shares; 2025Q4: 86,385 shares 86,385 $4.73M 0.16% -4,981 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: 69,579 shares; 2024Q4: 69,084 shares; 2025Q1: 66,687 shares; 2025Q2: 66,530 shares; 2025Q3: 45,507 shares; 2025Q4: 42,513 shares 42,513 $4.69M 0.16% -2,994 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: 31,131 shares; 2024Q4: 26,973 shares; 2025Q1: 27,005 shares; 2025Q2: 26,655 shares; 2025Q3: 24,620 shares; 2025Q4: 17,684 shares 17,684 $4.68M 0.16% -6,936 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: 41,149 shares; 2024Q4: 37,072 shares; 2025Q1: 30,868 shares; 2025Q2: 29,874 shares; 2025Q3: 25,392 shares; 2025Q4: 24,707 shares 24,707 $4.53M 0.15% -685 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: 10,070 shares; 2024Q4: 9,995 shares; 2025Q1: 8,640 shares; 2025Q2: 9,793 shares; 2025Q3: 9,172 shares; 2025Q4: 9,079 shares 9,079 $4.3M 0.14% -93 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,131 shares; 2024Q4: 45,683 shares; 2025Q1: 36,763 shares; 2025Q2: 56,160 shares; 2025Q3: 85,348 shares; 2025Q4: 84,867 shares 84,867 $4.29M 0.14% -481 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,637 shares; 2024Q4: 64,779 shares; 2025Q1: 60,200 shares; 2025Q2: 54,706 shares; 2025Q3: 51,239 shares; 2025Q4: 51,263 shares 51,263 $4.25M 0.14% +24 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,853 shares; 2024Q4: 53,649 shares; 2025Q1: 49,897 shares; 2025Q2: 39,569 shares; 2025Q3: 37,385 shares; 2025Q4: 39,690 shares 39,690 $4.25M 0.14% +2,305 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: 60,205 shares; 2024Q4: 53,470 shares; 2025Q1: 46,773 shares; 2025Q2: 45,426 shares; 2025Q3: 44,125 shares; 2025Q4: 44,201 shares 44,201 $4.25M 0.14% +76 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: 16,191 shares; 2024Q4: 19,408 shares; 2025Q1: 18,617 shares; 2025Q2: 20,517 shares; 2025Q3: 22,052 shares; 2025Q4: 23,707 shares 23,707 $4.21M 0.14% +1,655 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: 76,056 shares; 2024Q4: 177,914 shares; 2025Q1: 165,086 shares; 2025Q2: 165,789 shares; 2025Q3: 163,916 shares; 2025Q4: 162,523 shares 162,523 $4.05M 0.13% -1,393 Timeline IMBBY IMPERIAL BRANDS PLC More: the full row for IMPERIAL BRANDS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,703 shares; 2024Q4: 79,985 shares; 2025Q1: 79,985 shares; 2025Q2: 93,099 shares; 2025Q3: 93,099 shares; 2025Q4: 93,099 shares 93,099 $3.91M 0.13% 0 Timeline CVC CAP PARTNERS PLC CVC CAP PARTNERS PLC More: the full row for CVC CAP PARTNERS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,024 shares; 2024Q4: 108,024 shares; 2025Q1: 149,732 shares; 2025Q2: 200,152 shares; 2025Q3: 238,204 shares; 2025Q4: 238,204 shares 238,204 $3.89M 0.13% 0 ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,528 shares; 2024Q4: 191,136 shares; 2025Q1: 191,136 shares; 2025Q2: 191,136 shares; 2025Q3: 191,136 shares; 2025Q4: 191,136 shares 191,136 $3.87M 0.13% 0 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,560 shares; 2025Q2: 24,427 shares; 2025Q3: 25,632 shares; 2025Q4: 26,647 shares 26,647 $3.86M 0.13% +1,015 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,671 shares; 2024Q4: 35,398 shares; 2025Q1: 34,999 shares; 2025Q2: 34,947 shares; 2025Q3: 33,473 shares; 2025Q4: 33,003 shares 33,003 $3.73M 0.12% -470 Timeline EQWL 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: 57,570 shares; 2024Q4: 55,663 shares; 2025Q1: 43,371 shares; 2025Q2: 43,371 shares; 2025Q3: 32,377 shares; 2025Q4: 31,122 shares 31,122 $3.68M 0.12% -1,255 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: 20,675 shares; 2024Q4: 18,328 shares; 2025Q1: 18,188 shares; 2025Q2: 17,734 shares; 2025Q3: 17,493 shares; 2025Q4: 17,487 shares 17,487 $3.65M 0.12% -6 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: not reported; 2024Q4: 22,344 shares; 2025Q1: 34,841 shares; 2025Q2: 40,634 shares; 2025Q3: 41,564 shares; 2025Q4: 47,143 shares 47,143 $3.63M 0.12% +5,579 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: 12,605 shares; 2024Q4: 12,605 shares; 2025Q1: 12,605 shares; 2025Q2: 13,105 shares; 2025Q3: 13,105 shares; 2025Q4: 13,105 shares 13,105 $3.61M 0.12% 0 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 264,177 shares; 2024Q4: 264,177 shares; 2025Q1: 264,177 shares; 2025Q2: 264,177 shares; 2025Q3: 264,177 shares; 2025Q4: 264,177 shares 264,177 $3.58M 0.12% 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: 124,166 shares; 2024Q4: 122,415 shares; 2025Q1: 139,641 shares; 2025Q2: 163,503 shares; 2025Q3: 139,122 shares; 2025Q4: 139,122 shares 139,122 $3.52M 0.12% 0 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,636 shares; 2024Q4: 236,098 shares; 2025Q1: 236,098 shares; 2025Q2: 236,098 shares; 2025Q3: 236,098 shares; 2025Q4: 236,098 shares 236,098 $3.5M 0.12% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,220 shares; 2024Q4: 33,159 shares; 2025Q1: 33,246 shares; 2025Q2: 45,704 shares; 2025Q3: 45,623 shares; 2025Q4: 44,243 shares 44,243 $3.49M 0.12% -1,380 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: 39,072 shares; 2024Q4: 29,372 shares; 2025Q1: 25,940 shares; 2025Q2: 22,674 shares; 2025Q3: 21,043 shares; 2025Q4: 19,432 shares 19,432 $3.37M 0.11% -1,611 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,318 shares; 2024Q4: 28,739 shares; 2025Q1: 28,739 shares; 2025Q2: 28,739 shares; 2025Q3: 44,415 shares; 2025Q4: 44,415 shares 44,415 $3.27M 0.11% 0 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: 43,434 shares; 2024Q4: 42,670 shares; 2025Q1: 40,806 shares; 2025Q2: 40,565 shares; 2025Q3: 32,745 shares; 2025Q4: 32,038 shares 32,038 $3.18M 0.11% -707 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: 10,987 shares; 2024Q4: 10,887 shares; 2025Q1: 10,680 shares; 2025Q2: 10,751 shares; 2025Q3: 10,665 shares; 2025Q4: 21,825 shares 21,825 $3.14M 0.1% +11,160 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: 11,698 shares; 2024Q4: 11,711 shares; 2025Q1: 11,508 shares; 2025Q2: 11,445 shares; 2025Q3: 14,118 shares; 2025Q4: 14,208 shares 14,208 $3.12M 0.1% +90 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: not reported; 2025Q3: 3,959 shares; 2025Q4: 20,302 shares 20,302 $3.11M 0.1% +16,343 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: 4,987 shares; 2024Q4: 6,805 shares; 2025Q1: 7,880 shares; 2025Q2: 8,363 shares; 2025Q3: 8,145 shares; 2025Q4: 9,112 shares 9,112 $3.05M 0.1% +967 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: 63,614 shares; 2024Q4: 189,194 shares; 2025Q1: 108,137 shares; 2025Q2: 111,686 shares; 2025Q3: 108,807 shares; 2025Q4: 110,730 shares 110,730 $3.04M 0.1% +1,923 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: 8,425 shares; 2024Q4: 8,016 shares; 2025Q1: 6,848 shares; 2025Q2: 6,570 shares; 2025Q3: 5,995 shares; 2025Q4: 6,000 shares 6,000 $2.9M 0.1% +5 Timeline GSBD GOLDMAN SACHS BDC INC More: the full row for GOLDMAN SACHS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 221,483 shares; 2025Q1: 221,483 shares; 2025Q2: 310,372 shares; 2025Q3: 311,196 shares; 2025Q4: 311,196 shares 311,196 $2.89M 0.1% 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: 33,493 shares; 2024Q4: 33,506 shares; 2025Q1: 33,260 shares; 2025Q2: 33,241 shares; 2025Q3: 33,014 shares; 2025Q4: 32,824 shares 32,824 $2.86M 0.1% -190 Timeline ACWX 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: 36,123 shares; 2024Q4: 42,421 shares; 2025Q1: 41,432 shares; 2025Q2: 41,396 shares; 2025Q3: 42,206 shares; 2025Q4: 42,206 shares 42,206 $2.83M 0.09% 0 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: 60,247 shares; 2024Q4: 55,210 shares; 2025Q1: 40,454 shares; 2025Q2: 37,822 shares; 2025Q3: 53,564 shares; 2025Q4: 52,101 shares 52,101 $2.81M 0.09% -1,463 Timeline LAZ LAZARD INC More: the full row for LAZARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,206 shares; 2024Q4: 35,206 shares; 2025Q1: 35,206 shares; 2025Q2: 57,194 shares; 2025Q3: 57,194 shares; 2025Q4: 57,194 shares 57,194 $2.78M 0.09% 0 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: 11,638 shares; 2024Q4: 11,514 shares; 2025Q1: 10,981 shares; 2025Q2: 10,783 shares; 2025Q3: 10,718 shares; 2025Q4: 10,127 shares 10,127 $2.75M 0.09% -591 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: 33,989 shares; 2024Q4: 48,283 shares; 2025Q1: 48,237 shares; 2025Q2: 48,237 shares; 2025Q3: 48,237 shares; 2025Q4: 48,237 shares 48,237 $2.73M 0.09% 0 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: 205,359 shares; 2024Q4: 212,428 shares; 2025Q1: 214,029 shares; 2025Q2: 212,874 shares; 2025Q3: 81,575 shares; 2025Q4: 54,943 shares 54,943 $2.7M 0.09% -26,632 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: 10,508 shares; 2024Q4: 6,279 shares; 2025Q1: 15,169 shares; 2025Q2: 15,688 shares; 2025Q3: 15,594 shares; 2025Q4: 15,394 shares 15,394 $2.7M 0.09% -200 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,524 shares; 2024Q4: 145,021 shares; 2025Q1: 210,084 shares; 2025Q2: 210,084 shares; 2025Q3: 210,511 shares; 2025Q4: 210,802 shares 210,802 $2.62M 0.09% +291 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: 3,115 shares; 2024Q4: 2,960 shares; 2025Q1: 2,958 shares; 2025Q2: 2,747 shares; 2025Q3: 2,634 shares; 2025Q4: 2,918 shares 2,918 $2.56M 0.09% +284 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,215 shares; 2025Q1: 16,664 shares; 2025Q2: 16,840 shares; 2025Q3: 16,858 shares; 2025Q4: 16,770 shares 16,770 $2.52M 0.08% -88 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: 13,935 shares; 2024Q4: 14,090 shares; 2025Q1: 19,290 shares; 2025Q2: 19,219 shares; 2025Q3: 13,825 shares; 2025Q4: 13,100 shares 13,100 $2.51M 0.08% -725 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: 21,145 shares; 2024Q4: 20,849 shares; 2025Q1: 20,115 shares; 2025Q2: 19,562 shares; 2025Q3: 18,606 shares; 2025Q4: 18,132 shares 18,132 $2.41M 0.08% -474 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: 8,977 shares; 2024Q4: 8,585 shares; 2025Q1: 7,465 shares; 2025Q2: 7,012 shares; 2025Q3: 6,933 shares; 2025Q4: 6,430 shares 6,430 $2.38M 0.08% -503 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,099 shares; 2024Q4: 82,257 shares; 2025Q1: 77,122 shares; 2025Q2: 76,163 shares; 2025Q3: 53,916 shares; 2025Q4: 50,253 shares 50,253 $2.35M 0.08% -3,663 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: 8,400 shares; 2024Q4: 7,678 shares; 2025Q1: 7,421 shares; 2025Q2: 27,768 shares; 2025Q3: 31,592 shares; 2025Q4: 34,803 shares 34,803 $2.34M 0.08% +3,211 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: 10,115 shares; 2024Q4: 9,867 shares; 2025Q1: 9,392 shares; 2025Q2: 9,913 shares; 2025Q3: 9,773 shares; 2025Q4: 9,445 shares 9,445 $2.28M 0.08% -328 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,071 shares; 2024Q4: 46,471 shares; 2025Q1: 46,471 shares; 2025Q2: 46,471 shares; 2025Q3: 60,341 shares; 2025Q4: 60,341 shares 60,341 $2.26M 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: 20,781 shares; 2024Q4: 19,774 shares; 2025Q1: 19,245 shares; 2025Q2: 19,345 shares; 2025Q3: 19,352 shares; 2025Q4: 19,179 shares 19,179 $2.24M 0.07% -173 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: 96,456 shares; 2024Q4: 98,990 shares; 2025Q1: 94,086 shares; 2025Q2: 89,532 shares; 2025Q3: 87,633 shares; 2025Q4: 89,849 shares 89,849 $2.23M 0.07% +2,216 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,176 shares; 2024Q4: 63,350 shares; 2025Q1: 62,274 shares; 2025Q2: 64,223 shares; 2025Q3: 63,320 shares; 2025Q4: 63,466 shares 63,466 $2.22M 0.07% +146 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: 10,677 shares; 2024Q4: 9,582 shares; 2025Q1: 8,531 shares; 2025Q2: 8,114 shares; 2025Q3: 7,993 shares; 2025Q4: 7,642 shares 7,642 $2.22M 0.07% -351 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: 18,185 shares; 2024Q4: 18,449 shares; 2025Q1: 18,211 shares; 2025Q2: 18,082 shares; 2025Q3: 17,968 shares; 2025Q4: 17,968 shares 17,968 $2.21M 0.07% 0 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: 4,851 shares; 2024Q4: 4,800 shares; 2025Q1: 4,633 shares; 2025Q2: 13,630 shares; 2025Q3: 15,416 shares; 2025Q4: 21,820 shares 21,820 $2.18M 0.07% +6,404 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,700 shares; 2024Q4: 12,885 shares; 2025Q1: 9,640 shares; 2025Q2: 16,604 shares; 2025Q3: 50,497 shares; 2025Q4: 50,302 shares 50,302 $2.18M 0.07% -195 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,491 shares; 2024Q4: 11,234 shares; 2025Q1: 12,074 shares; 2025Q2: 12,131 shares; 2025Q3: 12,110 shares; 2025Q4: 10,810 shares 10,810 $2.18M 0.07% -1,300 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: 11,565 shares; 2024Q4: 11,258 shares; 2025Q1: 9,815 shares; 2025Q2: 9,546 shares; 2025Q3: 6,856 shares; 2025Q4: 6,948 shares 6,948 $2.17M 0.07% +92 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: 13,886 shares; 2024Q4: 13,881 shares; 2025Q1: 13,528 shares; 2025Q2: 13,376 shares; 2025Q3: 13,224 shares; 2025Q4: 13,105 shares 13,105 $2.1M 0.07% -119 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,719 shares; 2024Q4: 133,830 shares; 2025Q1: 122,157 shares; 2025Q2: 119,834 shares; 2025Q3: 119,681 shares; 2025Q4: 117,784 shares 117,784 $2.04M 0.07% -1,897 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: 18,609 shares; 2024Q4: 18,609 shares; 2025Q1: 17,777 shares; 2025Q2: 17,757 shares; 2025Q3: 17,829 shares; 2025Q4: 18,025 shares 18,025 $2.02M 0.07% +196 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,153 shares; 2024Q4: 3,026 shares; 2025Q1: 2,980 shares; 2025Q2: 2,937 shares; 2025Q3: 3,261 shares; 2025Q4: 3,536 shares 3,536 $2.02M 0.07% +275 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: 2,680 shares; 2024Q4: 2,660 shares; 2025Q1: 2,597 shares; 2025Q2: 2,595 shares; 2025Q3: 2,692 shares; 2025Q4: 2,677 shares 2,677 $2.02M 0.07% -15 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: 8,455 shares; 2024Q4: 8,074 shares; 2025Q1: 8,306 shares; 2025Q2: 7,804 shares; 2025Q3: 7,660 shares; 2025Q4: 7,666 shares 7,666 $1.97M 0.07% +6 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: 36,136 shares; 2024Q4: 34,157 shares; 2025Q1: 31,719 shares; 2025Q2: 30,449 shares; 2025Q3: 26,693 shares; 2025Q4: 26,625 shares 26,625 $1.96M 0.07% -68 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: 20,814 shares; 2024Q4: 19,685 shares; 2025Q1: 17,130 shares; 2025Q2: 17,003 shares; 2025Q3: 17,415 shares; 2025Q4: 16,888 shares 16,888 $1.92M 0.06% -527 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: 45,520 shares; 2024Q4: 55,807 shares; 2025Q1: 24,840 shares; 2025Q2: 21,682 shares; 2025Q3: 19,697 shares; 2025Q4: 18,172 shares 18,172 $1.86M 0.06% -1,525 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,014 shares; 2024Q4: 10,329 shares; 2025Q1: 8,399 shares; 2025Q2: 8,399 shares; 2025Q3: 9,608 shares; 2025Q4: 9,101 shares 9,101 $1.82M 0.06% -507 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: 16,412 shares; 2024Q4: 16,052 shares; 2025Q1: 15,646 shares; 2025Q2: 15,436 shares; 2025Q3: 16,283 shares; 2025Q4: 15,391 shares 15,391 $1.8M 0.06% -892 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: 8,839 shares; 2024Q4: 8,766 shares; 2025Q1: 7,409 shares; 2025Q2: 7,401 shares; 2025Q3: 7,282 shares; 2025Q4: 7,191 shares 7,191 $1.77M 0.06% -91 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: 13,945 shares; 2024Q4: 15,585 shares; 2025Q1: 16,789 shares; 2025Q2: 18,691 shares; 2025Q3: 17,774 shares; 2025Q4: 25,216 shares 25,216 $1.75M 0.06% +7,442 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,730 shares; 2024Q4: 80,391 shares; 2025Q1: 67,161 shares; 2025Q2: 59,726 shares; 2025Q3: 52,629 shares; 2025Q4: 47,032 shares 47,032 $1.74M 0.06% -5,597 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: 2,536 shares; 2024Q4: 2,491 shares; 2025Q1: 2,321 shares; 2025Q2: 2,156 shares; 2025Q3: 2,021 shares; 2025Q4: 1,962 shares 1,962 $1.72M 0.06% -59 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,073 shares; 2024Q4: 22,540 shares; 2025Q1: 16,177 shares; 2025Q2: 15,719 shares; 2025Q3: 7,612 shares; 2025Q4: 7,509 shares 7,509 $1.72M 0.06% -103 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,754 shares; 2024Q4: 4,952 shares; 2025Q1: 3,828 shares; 2025Q2: 3,618 shares; 2025Q3: 3,088 shares; 2025Q4: 2,958 shares 2,958 $1.69M 0.06% -130 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: 6,333 shares; 2024Q4: 6,312 shares; 2025Q1: 6,090 shares; 2025Q2: 5,806 shares; 2025Q3: 5,798 shares; 2025Q4: 5,780 shares 5,780 $1.67M 0.06% -18 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,083 shares; 2024Q4: 15,675 shares; 2025Q1: 16,436 shares; 2025Q2: 14,117 shares; 2025Q3: 21,036 shares; 2025Q4: 29,742 shares 29,742 $1.63M 0.05% +8,706 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: 10,039 shares; 2024Q4: 10,010 shares; 2025Q1: 3,067 shares; 2025Q2: 5,168 shares; 2025Q3: 5,622 shares; 2025Q4: 5,587 shares 5,587 $1.62M 0.05% -35 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: 19,243 shares; 2024Q4: 19,100 shares; 2025Q1: 18,190 shares; 2025Q2: 17,878 shares; 2025Q3: 17,801 shares; 2025Q4: 17,268 shares 17,268 $1.61M 0.05% -533 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,100 shares; 2024Q4: 14,039 shares; 2025Q1: 7,200 shares; 2025Q2: 7,200 shares; 2025Q3: 7,200 shares; 2025Q4: 7,201 shares 7,201 $1.61M 0.05% +1 Timeline UVV UNIVERSAL CORP VA MTNS BK EN More: the full row for UNIVERSAL CORP VA MTNS BK EN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,817 shares; 2024Q4: 29,636 shares; 2025Q1: 29,636 shares; 2025Q2: 29,432 shares; 2025Q3: 29,432 shares; 2025Q4: 29,432 shares 29,432 $1.55M 0.05% 0 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: 1,246 shares; 2024Q4: 1,258 shares; 2025Q1: 1,546 shares; 2025Q2: 1,578 shares; 2025Q3: 1,654 shares; 2025Q4: 16,244 shares 16,244 $1.52M 0.05% +14,590 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: 2,675 shares; 2024Q4: 2,633 shares; 2025Q1: 2,201 shares; 2025Q2: 2,021 shares; 2025Q3: 2,011 shares; 2025Q4: 1,831 shares 1,831 $1.5M 0.05% -180 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: 8,734 shares; 2024Q4: 8,734 shares; 2025Q1: 8,734 shares; 2025Q2: 8,497 shares; 2025Q3: 8,497 shares; 2025Q4: 10,646 shares 10,646 $1.5M 0.05% +2,149 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: 8,485 shares; 2024Q4: 8,485 shares; 2025Q1: 7,310 shares; 2025Q2: 7,754 shares; 2025Q3: 9,660 shares; 2025Q4: 9,691 shares 9,691 $1.49M 0.05% +31 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: 17,936 shares; 2025Q2: 19,957 shares; 2025Q3: 20,843 shares; 2025Q4: 23,141 shares 23,141 $1.49M 0.05% +2,298 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,073 shares; 2025Q4: 10,525 shares 10,525 $1.49M 0.05% +2,452 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,652 shares; 2024Q4: 8,652 shares; 2025Q1: 8,652 shares; 2025Q2: 8,652 shares; 2025Q3: 8,652 shares; 2025Q4: 8,657 shares 8,657 $1.47M 0.05% +5 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,462 shares; 2024Q4: 5,462 shares; 2025Q1: 5,462 shares; 2025Q2: 5,462 shares; 2025Q3: 5,427 shares; 2025Q4: 6,778 shares 6,778 $1.43M 0.05% +1,351 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,018 shares; 2024Q4: 11,018 shares; 2025Q1: 11,018 shares; 2025Q2: 10,993 shares; 2025Q3: 10,903 shares; 2025Q4: 10,878 shares 10,878 $1.4M 0.05% -25 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,239 shares; 2024Q4: 2,179 shares; 2025Q1: 2,087 shares; 2025Q2: 2,025 shares; 2025Q3: 2,481 shares; 2025Q4: 2,867 shares 2,867 $1.4M 0.05% +386 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: 22,895 shares; 2024Q4: 22,870 shares; 2025Q1: 22,670 shares; 2025Q2: 16,666 shares; 2025Q3: 16,629 shares; 2025Q4: 12,006 shares 12,006 $1.39M 0.05% -4,623 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,618 shares; 2025Q1: 21,146 shares; 2025Q2: 36,398 shares; 2025Q3: 28,462 shares; 2025Q4: 27,752 shares 27,752 $1.38M 0.05% -710 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: 38,501 shares; 2024Q4: 47,327 shares; 2025Q1: 46,781 shares; 2025Q2: 46,660 shares; 2025Q3: 47,047 shares; 2025Q4: 46,068 shares 46,068 $1.38M 0.05% -979 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: 17,846 shares; 2024Q4: 15,726 shares; 2025Q1: 13,093 shares; 2025Q2: 12,631 shares; 2025Q3: 6,059 shares; 2025Q4: 5,129 shares 5,129 $1.38M 0.05% -930 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,771 shares; 2024Q4: 55,642 shares; 2025Q1: 47,644 shares; 2025Q2: 41,585 shares; 2025Q3: 42,946 shares; 2025Q4: 43,704 shares 43,704 $1.35M 0.05% +758 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,952 shares; 2025Q1: 7,378 shares; 2025Q2: 7,414 shares; 2025Q3: 8,201 shares; 2025Q4: 8,234 shares 8,234 $1.33M 0.04% +33 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,118 shares; 2024Q4: 36,783 shares; 2025Q1: 18,748 shares; 2025Q2: 19,705 shares; 2025Q3: 13,534 shares; 2025Q4: 29,426 shares 29,426 $1.32M 0.04% +15,892 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: 6,802 shares; 2024Q4: 7,042 shares; 2025Q1: 6,058 shares; 2025Q2: 6,170 shares; 2025Q3: 5,318 shares; 2025Q4: 5,320 shares 5,320 $1.31M 0.04% +2 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,865 shares; 2024Q4: 9,050 shares; 2025Q1: 6,953 shares; 2025Q2: 6,715 shares; 2025Q3: 7,197 shares; 2025Q4: 11,771 shares 11,771 $1.29M 0.04% +4,574 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: 16,304 shares; 2024Q4: 16,291 shares; 2025Q1: 10,895 shares; 2025Q2: 10,503 shares; 2025Q3: 10,470 shares; 2025Q4: 10,470 shares 10,470 $1.29M 0.04% 0 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,332 shares; 2024Q4: 11,418 shares; 2025Q1: 12,478 shares; 2025Q2: 11,537 shares; 2025Q3: 11,041 shares; 2025Q4: 11,991 shares 11,991 $1.28M 0.04% +950 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: 11,578 shares; 2024Q4: 11,372 shares; 2025Q1: 11,089 shares; 2025Q2: 9,558 shares; 2025Q3: 9,311 shares; 2025Q4: 8,898 shares 8,898 $1.2M 0.04% -413 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,447 shares; 2024Q4: 17,447 shares; 2025Q1: 15,397 shares; 2025Q2: 15,397 shares; 2025Q3: 15,541 shares; 2025Q4: 14,787 shares 14,787 $1.2M 0.04% -754 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,603 shares; 2024Q4: 2,603 shares; 2025Q1: 2,571 shares; 2025Q2: 2,537 shares; 2025Q3: 2,497 shares; 2025Q4: 2,497 shares 2,497 $1.2M 0.04% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,591 shares; 2024Q4: 9,574 shares; 2025Q1: 8,551 shares; 2025Q2: 8,211 shares; 2025Q3: 8,157 shares; 2025Q4: 8,466 shares 8,466 $1.19M 0.04% +309 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,970 shares; 2025Q4: 33,970 shares 33,970 $1.18M 0.04% 0 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: 8,845 shares; 2024Q4: 13,495 shares; 2025Q1: 13,495 shares; 2025Q2: 15,845 shares; 2025Q3: 18,160 shares; 2025Q4: 26,787 shares 26,787 $1.15M 0.04% +8,627 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,393 shares; 2024Q4: 24,085 shares; 2025Q1: 22,012 shares; 2025Q2: 20,398 shares; 2025Q3: 11,479 shares; 2025Q4: 11,128 shares 11,128 $1.14M 0.04% -351 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,275 shares; 2024Q4: 7,687 shares; 2025Q1: 7,437 shares; 2025Q2: 7,273 shares; 2025Q3: 5,252 shares; 2025Q4: 7,131 shares 7,131 $1.1M 0.04% +1,879 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,342 shares; 2025Q4: 18,342 shares 18,342 $1.1M 0.04% 0 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: 3,912 shares; 2024Q4: 4,079 shares; 2025Q1: 3,273 shares; 2025Q2: 3,337 shares; 2025Q3: 3,494 shares; 2025Q4: 3,573 shares 3,573 $1.1M 0.04% +79 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,113 shares; 2025Q1: 13,153 shares; 2025Q2: 13,560 shares; 2025Q3: 17,872 shares; 2025Q4: 43,039 shares 43,039 $1.1M 0.04% +25,167 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: 16,750 shares 16,750 $1.1M 0.04% new Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,728 shares; 2024Q4: 30,391 shares; 2025Q1: 28,189 shares; 2025Q2: 27,804 shares; 2025Q3: 25,897 shares; 2025Q4: 8,435 shares 8,435 $1.08M 0.04% -17,462 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,980 shares; 2024Q4: 5,265 shares; 2025Q1: 5,265 shares; 2025Q2: 4,933 shares; 2025Q3: 5,562 shares; 2025Q4: 5,593 shares 5,593 $1.07M 0.04% +31 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,250 shares; 2024Q4: 6,250 shares; 2025Q1: 6,250 shares; 2025Q2: 6,250 shares; 2025Q3: 6,250 shares; 2025Q4: 6,250 shares 6,250 $1.07M 0.04% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,422 shares; 2024Q4: 2,386 shares; 2025Q1: 2,296 shares; 2025Q2: 2,230 shares; 2025Q3: 2,282 shares; 2025Q4: 2,283 shares 2,283 $1.06M 0.04% +1 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,726 shares; 2024Q4: 14,452 shares; 2025Q1: 12,485 shares; 2025Q2: 12,213 shares; 2025Q3: 11,877 shares; 2025Q4: 10,667 shares 10,667 $1.04M 0.03% -1,210 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,741 shares; 2024Q4: 11,705 shares; 2025Q1: 11,648 shares; 2025Q2: 11,736 shares; 2025Q3: 11,506 shares; 2025Q4: 22,828 shares 22,828 $1.04M 0.03% +11,322 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,824 shares; 2025Q1: 26,824 shares; 2025Q2: 26,824 shares; 2025Q3: 26,824 shares; 2025Q4: 26,824 shares 26,824 $1.03M 0.03% 0 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS 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: 21,143 shares 21,143 $1.03M 0.03% new Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,008 shares; 2024Q4: 2,708 shares; 2025Q1: 2,708 shares; 2025Q2: 2,700 shares; 2025Q3: 2,700 shares; 2025Q4: 2,700 shares 2,700 $1.01M 0.03% 0 Timeline PROSPECT CAP CORP PROSPECT CAP CORP More: the full row for PROSPECT CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 40,000 shares; 2025Q4: 40,000 shares 40,000 $1M 0.03% 0 IBMQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,840 shares; 2024Q4: 13,840 shares; 2025Q1: 13,840 shares; 2025Q2: 14,433 shares; 2025Q3: 16,655 shares; 2025Q4: 38,507 shares 38,507 $985K 0.03% +21,852 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI 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: 28,200 shares; 2025Q3: 33,138 shares; 2025Q4: 36,197 shares 36,197 $948K 0.03% +3,059 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,348 shares; 2024Q4: 29,496 shares; 2025Q1: 41,886 shares; 2025Q2: 39,522 shares; 2025Q3: 39,094 shares; 2025Q4: 39,097 shares 39,097 $914K 0.03% +3 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: 7,518 shares; 2024Q4: 7,517 shares; 2025Q1: 3,554 shares; 2025Q2: 3,589 shares; 2025Q3: 3,522 shares; 2025Q4: 3,505 shares 3,505 $904K 0.03% -17 Timeline CWEN CLEARWAY ENERGY INC More: the full row for CLEARWAY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,959 shares; 2024Q4: 26,959 shares; 2025Q1: 26,959 shares; 2025Q2: 26,959 shares; 2025Q3: 26,959 shares; 2025Q4: 26,959 shares 26,959 $897K 0.03% 0 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,750 shares; 2024Q4: 3,532 shares; 2025Q1: 3,704 shares; 2025Q2: 3,224 shares; 2025Q3: not reported; 2025Q4: 10,492 shares 10,492 $894K 0.03% new 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: 10,624 shares; 2024Q4: 10,375 shares; 2025Q1: 7,607 shares; 2025Q2: 7,103 shares; 2025Q3: 6,740 shares; 2025Q4: 6,841 shares 6,841 $883K 0.03% +101 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,637 shares; 2024Q4: 15,170 shares; 2025Q1: 15,020 shares; 2025Q2: 14,959 shares; 2025Q3: 14,929 shares; 2025Q4: 15,109 shares 15,109 $852K 0.03% +180 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: 22,778 shares; 2024Q4: 22,778 shares; 2025Q1: 22,778 shares; 2025Q2: 22,778 shares; 2025Q3: 22,778 shares; 2025Q4: 23,166 shares 23,166 $852K 0.03% +388 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: 1,067 shares; 2024Q4: 1,061 shares; 2025Q1: 1,038 shares; 2025Q2: 1,024 shares; 2025Q3: 1,130 shares; 2025Q4: 1,264 shares 1,264 $837K 0.03% +134 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,446 shares; 2024Q4: 20,215 shares; 2025Q1: 18,409 shares; 2025Q2: 17,839 shares; 2025Q3: 16,309 shares; 2025Q4: 15,172 shares 15,172 $817K 0.03% -1,137 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,924 shares; 2024Q4: 48,532 shares; 2025Q1: 47,391 shares; 2025Q2: 46,924 shares; 2025Q3: 48,212 shares; 2025Q4: 12,057 shares 12,057 $810K 0.03% -36,155 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,928 shares; 2024Q4: 11,928 shares; 2025Q1: 12,499 shares; 2025Q2: 14,220 shares; 2025Q3: 11,732 shares; 2025Q4: 11,732 shares 11,732 $799K 0.03% 0 Timeline FNMA FEDERAL NATL MTG ASS 000000 More: the full row for FEDERAL NATL MTG ASS 000000 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35,000 shares; 2025Q2: 60,000 shares; 2025Q3: 70,000 shares; 2025Q4: 73,000 shares 73,000 $783K 0.03% +3,000 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares 1 $755K 0.03% 0 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,768 shares; 2024Q4: 7,350 shares; 2025Q1: 6,146 shares; 2025Q2: 5,265 shares; 2025Q3: 5,090 shares; 2025Q4: 4,848 shares 4,848 $750K 0.03% -242 Timeline PROSPECT CAP CORP PROSPECT CAP CORP More: the full row for PROSPECT CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,000 shares; 2025Q4: 30,000 shares 30,000 $750K 0.03% 0 XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,537 shares; 2024Q4: 3,489 shares; 2025Q1: 3,489 shares; 2025Q2: 3,352 shares; 2025Q3: 3,279 shares; 2025Q4: 6,126 shares 6,126 $732K 0.02% +2,847 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: 8,193 shares; 2024Q4: 8,120 shares; 2025Q1: 7,216 shares; 2025Q2: 7,215 shares; 2025Q3: 4,711 shares; 2025Q4: 3,912 shares 3,912 $726K 0.02% -799 Timeline IBMO 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: 8,833 shares; 2025Q2: 9,949 shares; 2025Q3: 10,450 shares; 2025Q4: 28,281 shares 28,281 $725K 0.02% +17,831 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,649 shares; 2024Q4: 15,649 shares; 2025Q1: 15,649 shares; 2025Q2: 15,649 shares; 2025Q3: 15,649 shares; 2025Q4: 15,649 shares 15,649 $714K 0.02% 0 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: 14,461 shares; 2024Q4: 15,209 shares; 2025Q1: 9,715 shares; 2025Q2: 9,191 shares; 2025Q3: 3,099 shares; 2025Q4: 2,021 shares 2,021 $707K 0.02% -1,078 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,332 shares; 2024Q4: 13,842 shares; 2025Q1: 13,330 shares; 2025Q2: 11,246 shares; 2025Q3: 8,728 shares; 2025Q4: 8,563 shares 8,563 $702K 0.02% -165 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,558 shares; 2024Q4: 38,655 shares; 2025Q1: 34,349 shares; 2025Q2: 30,963 shares; 2025Q3: 30,711 shares; 2025Q4: 30,721 shares 30,721 $684K 0.02% +10 Timeline IBMP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,319 shares; 2025Q3: 8,824 shares; 2025Q4: 26,797 shares 26,797 $680K 0.02% +17,973 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,979 shares; 2024Q4: 8,847 shares; 2025Q1: 8,644 shares; 2025Q2: 7,437 shares; 2025Q3: 7,693 shares; 2025Q4: 7,693 shares 7,693 $674K 0.02% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,377 shares; 2024Q4: 6,739 shares; 2025Q1: 5,806 shares; 2025Q2: 5,906 shares; 2025Q3: 5,562 shares; 2025Q4: 13,245 shares 13,245 $673K 0.02% +7,683 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: 27,094 shares; 2024Q4: 25,326 shares; 2025Q1: 23,471 shares; 2025Q2: 22,606 shares; 2025Q3: 20,298 shares; 2025Q4: 14,447 shares 14,447 $672K 0.02% -5,851 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: 173 shares; 2024Q4: 261 shares; 2025Q1: 261 shares; 2025Q2: 4,310 shares; 2025Q3: 4,310 shares; 2025Q4: 4,292 shares 4,292 $658K 0.02% -18 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,765 shares; 2024Q4: 37,853 shares; 2025Q1: 26,416 shares; 2025Q2: 26,382 shares; 2025Q3: 11,136 shares; 2025Q4: 10,676 shares 10,676 $653K 0.02% -460 Timeline TEX TEREX CORP NEW More: the full row for TEREX CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,000 shares; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares 12,000 $641K 0.02% 0 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,089 shares; 2024Q4: 1,054 shares; 2025Q1: 1,039 shares; 2025Q2: 1,039 shares; 2025Q3: 1,039 shares; 2025Q4: 1,039 shares 1,039 $627K 0.02% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,009 shares; 2024Q4: 1,032 shares; 2025Q1: 849 shares; 2025Q2: 870 shares; 2025Q3: 914 shares; 2025Q4: 958 shares 958 $626K 0.02% +44 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,964 shares; 2024Q4: 4,655 shares; 2025Q1: 4,480 shares; 2025Q2: 4,340 shares; 2025Q3: 4,097 shares; 2025Q4: 4,004 shares 4,004 $621K 0.02% -93 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: 10,704 shares; 2024Q4: 10,617 shares; 2025Q1: 9,617 shares; 2025Q2: 9,617 shares; 2025Q3: 9,617 shares; 2025Q4: 10,134 shares 10,134 $609K 0.02% +517 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,117 shares; 2025Q2: 19,050 shares; 2025Q3: 19,550 shares; 2025Q4: 19,565 shares 19,565 $598K 0.02% +15 Timeline FHI FEDERATED HERMES INC More: the full row for FEDERATED HERMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,789 shares; 2024Q4: 12,174 shares; 2025Q1: 10,789 shares; 2025Q2: 10,639 shares; 2025Q3: 10,639 shares; 2025Q4: 11,439 shares 11,439 $596K 0.02% +800 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: 3,316 shares; 2024Q4: 2,970 shares; 2025Q1: 2,765 shares; 2025Q2: 2,755 shares; 2025Q3: 2,955 shares; 2025Q4: 2,728 shares 2,728 $592K 0.02% -227 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,532 shares; 2025Q2: 1,502 shares; 2025Q3: 1,507 shares; 2025Q4: 1,510 shares 1,510 $588K 0.02% +3 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: 2,336 shares; 2024Q4: 2,338 shares; 2025Q1: 2,123 shares; 2025Q2: 2,123 shares; 2025Q3: 4,588 shares; 2025Q4: 4,598 shares 4,598 $586K 0.02% +10 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,900 shares; 2024Q4: 23,900 shares; 2025Q1: 23,900 shares; 2025Q2: 23,900 shares; 2025Q3: 23,066 shares; 2025Q4: 23,886 shares 23,886 $579K 0.02% +820 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,992 shares; 2024Q4: 24,893 shares; 2025Q1: 21,789 shares; 2025Q2: 20,852 shares; 2025Q3: 15,837 shares; 2025Q4: 14,957 shares 14,957 $574K 0.02% -880 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,941 shares 5,941 $544K 0.02% new 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: 4,028 shares; 2024Q4: 2,968 shares; 2025Q1: 2,968 shares; 2025Q2: 2,968 shares; 2025Q3: 2,384 shares; 2025Q4: 2,735 shares 2,735 $543K 0.02% +351 Timeline LKNCY LUCKIN COFFEE INC ADR (CYM) More: the full row for LUCKIN COFFEE INC ADR (CYM) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,965 shares; 2024Q4: 15,965 shares; 2025Q1: 15,965 shares; 2025Q2: 15,965 shares; 2025Q3: 15,965 shares; 2025Q4: 15,965 shares 15,965 $535K 0.02% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,869 shares; 2024Q4: 3,869 shares; 2025Q1: 2,405 shares; 2025Q2: 2,379 shares; 2025Q3: 2,359 shares; 2025Q4: 2,359 shares 2,359 $500K 0.02% 0 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,000 shares; 2024Q4: 16,000 shares; 2025Q1: 16,000 shares; 2025Q2: 16,000 shares; 2025Q3: 16,250 shares; 2025Q4: 17,583 shares 17,583 $492K 0.02% +1,333 Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,000 shares; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares; 2025Q4: 15,000 shares 15,000 $487K 0.02% 0 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,651 shares; 2024Q4: 15,342 shares; 2025Q1: 12,008 shares; 2025Q2: 10,359 shares; 2025Q3: 8,486 shares; 2025Q4: 8,191 shares 8,191 $480K 0.02% -295 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: 6,758 shares; 2024Q4: 5,219 shares; 2025Q1: 4,178 shares; 2025Q2: 4,178 shares; 2025Q3: 3,353 shares; 2025Q4: 3,401 shares 3,401 $473K 0.02% +48 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,240 shares; 2024Q4: 4,188 shares; 2025Q1: 4,277 shares; 2025Q2: 4,490 shares; 2025Q3: 4,558 shares; 2025Q4: 5,502 shares 5,502 $470K 0.02% +944 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,043 shares; 2025Q4: 5,300 shares 5,300 $461K 0.02% -743 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: 1,932 shares; 2025Q3: 1,775 shares; 2025Q4: 1,611 shares 1,611 $460K 0.02% -164 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,607 shares; 2024Q4: 9,561 shares; 2025Q1: 7,792 shares; 2025Q2: 7,605 shares; 2025Q3: 7,595 shares; 2025Q4: 7,185 shares 7,185 $458K 0.02% -410 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,756 shares; 2024Q4: 2,743 shares; 2025Q1: 3,383 shares; 2025Q2: 3,389 shares; 2025Q3: 3,557 shares; 2025Q4: 3,338 shares 3,338 $454K 0.02% -219 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,880 shares; 2024Q4: 18,880 shares; 2025Q1: 18,880 shares; 2025Q2: 18,880 shares; 2025Q3: 18,880 shares; 2025Q4: 18,880 shares 18,880 $451K 0.02% 0 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,145 shares; 2024Q4: 13,645 shares; 2025Q1: 13,685 shares; 2025Q2: 15,634 shares; 2025Q3: 11,975 shares; 2025Q4: 6,050 shares 6,050 $448K 0.01% -5,925 Timeline IBDY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,219 shares; 2025Q2: 12,599 shares; 2025Q3: 12,904 shares; 2025Q4: 17,083 shares 17,083 $447K 0.01% +4,179 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,561 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,369 shares; 2025Q4: 10,454 shares 10,454 $446K 0.01% +8,085 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,363 shares; 2024Q4: 2,363 shares; 2025Q1: 2,363 shares; 2025Q2: 2,358 shares; 2025Q3: 2,391 shares; 2025Q4: 3,748 shares 3,748 $441K 0.01% +1,357 Timeline DXJ 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: 2,927 shares; 2024Q4: 2,927 shares; 2025Q1: 2,927 shares; 2025Q2: 2,927 shares; 2025Q3: 2,927 shares; 2025Q4: 2,965 shares 2,965 $427K 0.01% +38 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: 5,356 shares; 2024Q4: 5,322 shares; 2025Q1: 4,787 shares; 2025Q2: 4,787 shares; 2025Q3: 4,769 shares; 2025Q4: 5,009 shares 5,009 $422K 0.01% +240 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,167 shares; 2024Q4: 2,746 shares; 2025Q1: 2,076 shares; 2025Q2: 2,079 shares; 2025Q3: 1,936 shares; 2025Q4: 1,924 shares 1,924 $411K 0.01% -12 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: 7,983 shares; 2024Q4: 7,983 shares; 2025Q1: 7,983 shares; 2025Q2: 7,983 shares; 2025Q3: 7,983 shares; 2025Q4: 6,563 shares 6,563 $410K 0.01% -1,420 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,956 shares; 2024Q4: 5,414 shares; 2025Q1: 5,414 shares; 2025Q2: 5,280 shares; 2025Q3: 5,269 shares; 2025Q4: 5,250 shares 5,250 $408K 0.01% -19 Timeline OKLO OKLO INC More: the full row for OKLO 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: 5,650 shares; 2025Q3: 5,650 shares; 2025Q4: 5,650 shares 5,650 $405K 0.01% 0 Timeline MVBF MVB FINL CORP More: the full row for MVB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,683 shares; 2024Q4: 16,101 shares; 2025Q1: 16,101 shares; 2025Q2: 16,101 shares; 2025Q3: 15,683 shares; 2025Q4: 15,683 shares 15,683 $405K 0.01% 0 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,759 shares; 2024Q4: 4,609 shares; 2025Q1: 4,168 shares; 2025Q2: 4,168 shares; 2025Q3: 4,168 shares; 2025Q4: 4,163 shares 4,163 $404K 0.01% -5 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,471 shares; 2024Q4: 35,303 shares; 2025Q1: 15,795 shares; 2025Q2: 14,640 shares; 2025Q3: 12,097 shares; 2025Q4: 10,924 shares 10,924 $396K 0.01% -1,173 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 511 shares; 2024Q4: 511 shares; 2025Q1: 472 shares; 2025Q2: 475 shares; 2025Q3: 475 shares; 2025Q4: 475 shares 475 $384K 0.01% 0 Timeline XLRE 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: 7,308 shares; 2024Q4: 6,988 shares; 2025Q1: 7,186 shares; 2025Q2: 7,400 shares; 2025Q3: 7,490 shares; 2025Q4: 9,417 shares 9,417 $380K 0.01% +1,927 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: 3,127 shares; 2024Q4: 3,112 shares; 2025Q1: 2,302 shares; 2025Q2: 2,241 shares; 2025Q3: 2,239 shares; 2025Q4: 2,074 shares 2,074 $377K 0.01% -165 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares 5,000 $371K 0.01% 0 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,634 shares; 2024Q4: 19,634 shares; 2025Q1: 19,634 shares; 2025Q2: 19,634 shares; 2025Q3: 19,634 shares; 2025Q4: 19,634 shares 19,634 $370K 0.01% 0 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: 984 shares; 2024Q4: not reported; 2025Q1: 984 shares; 2025Q2: 984 shares; 2025Q3: 984 shares; 2025Q4: 1,963 shares 1,963 $369K 0.01% +979 Timeline GSG ISHARES S&P GSCI COMMODITY- More: the full row for ISHARES S&P GSCI COMMODITY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,000 shares; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 15,476 shares; 2025Q3: 15,476 shares; 2025Q4: 15,476 shares 15,476 $357K 0.01% 0 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,764 shares; 2024Q4: 10,602 shares; 2025Q1: 10,736 shares; 2025Q2: 9,405 shares; 2025Q3: 10,520 shares; 2025Q4: 10,520 shares 10,520 $352K 0.01% 0 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,640 shares; 2025Q4: 6,640 shares 6,640 $350K 0.01% 0 Timeline PROSPECT CAP CORP PROSPECT CAP CORP More: the full row for PROSPECT CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,000 shares; 2025Q4: 14,000 shares 14,000 $350K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,380 shares 1,380 $349K 0.01% new Timeline RSPT 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: 10,840 shares; 2024Q4: 10,840 shares; 2025Q1: 7,940 shares; 2025Q2: 7,640 shares; 2025Q3: 7,640 shares; 2025Q4: 7,640 shares 7,640 $348K 0.01% 0 Timeline BIPC BROOKFIELD INFRASTRUCTURE CO More: the full row for BROOKFIELD INFRASTRUCTURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,645 shares; 2025Q1: 7,645 shares; 2025Q2: 7,645 shares; 2025Q3: 7,645 shares; 2025Q4: 7,645 shares 7,645 $347K 0.01% 0 Timeline EAGLE POINT CR CO EAGLE POINT CR CO More: the full row for EAGLE POINT CR 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: 13,720 shares; 2025Q4: 13,720 shares 13,720 $343K 0.01% 0 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: 3,175 shares; 2024Q4: 3,175 shares; 2025Q1: 3,175 shares; 2025Q2: 3,175 shares; 2025Q3: 3,175 shares; 2025Q4: 3,175 shares 3,175 $340K 0.01% 0 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: 4,429 shares; 2024Q4: 4,391 shares; 2025Q1: 4,362 shares; 2025Q2: 4,362 shares; 2025Q3: 4,244 shares; 2025Q4: 4,265 shares 4,265 $337K 0.01% +21 Timeline USD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,200 shares; 2025Q1: not reported; 2025Q2: 3,200 shares; 2025Q3: 3,200 shares; 2025Q4: 6,400 shares 6,400 $336K 0.01% +3,200 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,200 shares; 2024Q4: 15,200 shares; 2025Q1: 16,000 shares; 2025Q2: 16,000 shares; 2025Q3: 16,900 shares; 2025Q4: 16,900 shares 16,900 $333K 0.01% 0 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: 4,157 shares; 2024Q4: 4,220 shares; 2025Q1: 4,220 shares; 2025Q2: 4,218 shares; 2025Q3: 4,215 shares; 2025Q4: 3,713 shares 3,713 $329K 0.01% -502 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,457 shares; 2024Q4: 4,425 shares; 2025Q1: 4,053 shares; 2025Q2: 4,044 shares; 2025Q3: 3,944 shares; 2025Q4: 3,874 shares 3,874 $325K 0.01% -70 Timeline VCLT 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: 4,934 shares; 2024Q4: 5,032 shares; 2025Q1: 4,553 shares; 2025Q2: 4,415 shares; 2025Q3: 4,464 shares; 2025Q4: 4,212 shares 4,212 $319K 0.01% -252 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: 13,794 shares; 2025Q1: 13,983 shares; 2025Q2: 12,434 shares; 2025Q3: 11,466 shares; 2025Q4: 9,665 shares 9,665 $315K 0.01% -1,801 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: 1,571 shares; 2024Q4: 1,501 shares; 2025Q1: 1,501 shares; 2025Q2: 1,501 shares; 2025Q3: 1,501 shares; 2025Q4: 1,506 shares 1,506 $313K 0.01% +5 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,233 shares; 2024Q4: 9,888 shares; 2025Q1: 4,494 shares; 2025Q2: 3,867 shares; 2025Q3: 3,189 shares; 2025Q4: 2,261 shares 2,261 $312K 0.01% -928 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,590 shares; 2024Q4: 9,588 shares; 2025Q1: 8,725 shares; 2025Q2: 7,967 shares; 2025Q3: 7,769 shares; 2025Q4: 7,737 shares 7,737 $311K 0.01% -32 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,614 shares; 2024Q4: 2,446 shares; 2025Q1: 2,092 shares; 2025Q2: 1,991 shares; 2025Q3: 1,715 shares; 2025Q4: 1,514 shares 1,514 $309K 0.01% -201 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: 3,145 shares; 2024Q4: 3,703 shares; 2025Q1: 3,264 shares; 2025Q2: 3,262 shares; 2025Q3: 4,058 shares; 2025Q4: 3,861 shares 3,861 $307K 0.01% -197 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,624 shares; 2024Q4: 6,624 shares; 2025Q1: 4,513 shares; 2025Q2: 4,111 shares; 2025Q3: 3,995 shares; 2025Q4: 3,977 shares 3,977 $292K 0.01% -18 Timeline MATW MATTHEWS INTL CORP More: the full row for MATTHEWS INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,700 shares; 2024Q4: 10,700 shares; 2025Q1: 10,700 shares; 2025Q2: 10,700 shares; 2025Q3: 10,700 shares; 2025Q4: 10,700 shares 10,700 $279K 0.01% 0 Timeline COHR COHERENT CORP More: the full row for COHERENT 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: 2,000 shares; 2025Q4: 1,508 shares 1,508 $278K 0.01% -492 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS 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: 3,354 shares 3,354 $274K 0.01% new 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: 3,810 shares; 2025Q1: 3,873 shares; 2025Q2: 3,621 shares; 2025Q3: 3,569 shares; 2025Q4: 3,569 shares 3,569 $274K 0.01% 0 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 846 shares 846 $273K 0.01% new Timeline BXMT BLACKSTONE MORTGAGE TRUST IN More: the full row for BLACKSTONE MORTGAGE TRUST IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,043 shares; 2024Q4: 14,043 shares; 2025Q1: 14,043 shares; 2025Q2: 14,043 shares; 2025Q3: 14,043 shares; 2025Q4: 14,043 shares 14,043 $269K 0.01% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 713 shares; 2025Q3: 713 shares; 2025Q4: 757 shares 757 $267K 0.01% +44 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: 1,487 shares; 2024Q4: 1,452 shares; 2025Q1: 1,382 shares; 2025Q2: 1,381 shares; 2025Q3: 1,381 shares; 2025Q4: 1,361 shares 1,361 $264K 0.01% -20 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,235 shares; 2024Q4: 1,235 shares; 2025Q1: 1,235 shares; 2025Q2: 1,234 shares; 2025Q3: 1,278 shares; 2025Q4: 1,278 shares 1,278 $264K 0.01% 0 Timeline IBDZ 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: not reported; 2025Q4: 9,928 shares 9,928 $262K 0.01% new 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: 2,959 shares; 2024Q4: 2,959 shares; 2025Q1: 2,959 shares; 2025Q2: 5,918 shares; 2025Q3: 6,484 shares; 2025Q4: 6,484 shares 6,484 $260K 0.01% 0 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,789 shares; 2024Q4: 1,773 shares; 2025Q1: 2,044 shares; 2025Q2: 1,722 shares; 2025Q3: 1,722 shares; 2025Q4: 1,810 shares 1,810 $259K 0.01% +88 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,255 shares; 2024Q4: 1,255 shares; 2025Q1: 1,255 shares; 2025Q2: 1,255 shares; 2025Q3: 1,255 shares; 2025Q4: 1,255 shares 1,255 $259K 0.01% 0 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: not reported; 2025Q3: 531 shares; 2025Q4: 504 shares 504 $257K 0.01% -27 Timeline FCF FIRST COMWLTH FINL CORP PA More: the full row for FIRST COMWLTH FINL CORP PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,548 shares; 2024Q4: 16,348 shares; 2025Q1: 15,248 shares; 2025Q2: 15,248 shares; 2025Q3: 15,248 shares; 2025Q4: 15,248 shares 15,248 $257K 0.01% 0 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: not reported; 2025Q3: 2,000 shares; 2025Q4: 2,005 shares 2,005 $256K 0.01% +5 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,682 shares; 2024Q4: 9,403 shares; 2025Q1: 4,565 shares; 2025Q2: 4,416 shares; 2025Q3: 3,512 shares; 2025Q4: 3,258 shares 3,258 $252K 0.01% -254 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: 5,983 shares; 2024Q4: 5,943 shares; 2025Q1: 5,804 shares; 2025Q2: 5,640 shares; 2025Q3: 5,634 shares; 2025Q4: 4,757 shares 4,757 $251K 0.01% -877 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,509 shares; 2024Q4: 3,509 shares; 2025Q1: 3,344 shares; 2025Q2: 3,146 shares; 2025Q3: 2,891 shares; 2025Q4: 2,891 shares 2,891 $249K 0.01% 0 Timeline BCE BCE INC More: the full row for BCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,376 shares; 2024Q4: 10,376 shares; 2025Q1: 10,376 shares; 2025Q2: 10,376 shares; 2025Q3: 10,376 shares; 2025Q4: 10,376 shares 10,376 $247K 0.01% 0 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,523 shares; 2025Q4: 2,953 shares 2,953 $247K 0.01% +430 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,472 shares; 2024Q4: 1,440 shares; 2025Q1: 1,506 shares; 2025Q2: 1,510 shares; 2025Q3: 1,664 shares; 2025Q4: 1,147 shares 1,147 $246K 0.01% -517 Timeline IWY 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: 880 shares; 2025Q1: not reported; 2025Q2: 880 shares; 2025Q3: 880 shares; 2025Q4: 880 shares 880 $244K 0.01% 0 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,604 shares; 2024Q4: 1,604 shares; 2025Q1: 1,604 shares; 2025Q2: 1,604 shares; 2025Q3: 1,501 shares; 2025Q4: 1,498 shares 1,498 $243K 0.01% -3 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,520 shares; 2025Q4: 1,470 shares 1,470 $240K 0.01% -50 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,631 shares; 2024Q4: 7,893 shares; 2025Q1: 7,893 shares; 2025Q2: 7,893 shares; 2025Q3: 7,893 shares; 2025Q4: 7,893 shares 7,893 $237K 0.01% 0 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE 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: 1,071 shares 1,071 $235K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,043 shares; 2025Q4: 4,043 shares 4,043 $231K 0.01% 0 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 600 shares; 2025Q1: 601 shares; 2025Q2: 601 shares; 2025Q3: 601 shares; 2025Q4: 402 shares 402 $228K 0.01% -199 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 688 shares; 2024Q4: 605 shares; 2025Q1: 603 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 703 shares 703 $228K 0.01% new Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,056 shares; 2025Q4: 1,056 shares 1,056 $227K 0.01% 0 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: 2,774 shares 2,774 $226K 0.01% new Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,984 shares; 2024Q4: 2,984 shares; 2025Q1: 2,898 shares; 2025Q2: 2,898 shares; 2025Q3: not reported; 2025Q4: 2,385 shares 2,385 $225K 0.01% new Timeline EIS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,025 shares 2,025 $223K 0.01% new Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 837 shares; 2024Q4: 809 shares; 2025Q1: 707 shares; 2025Q2: 670 shares; 2025Q3: 625 shares; 2025Q4: 634 shares 634 $222K 0.01% +9 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: 762 shares; 2024Q4: not reported; 2025Q1: 756 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 758 shares 758 $218K 0.01% new Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 902 shares; 2024Q4: 820 shares; 2025Q1: 776 shares; 2025Q2: 776 shares; 2025Q3: 776 shares; 2025Q4: 779 shares 779 $214K 0.01% +3 Timeline CWI 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: 6,973 shares; 2024Q4: not reported; 2025Q1: 7,668 shares; 2025Q2: 7,668 shares; 2025Q3: 7,668 shares; 2025Q4: 5,918 shares 5,918 $213K 0.01% -1,750 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,470 shares; 2024Q4: 3,470 shares; 2025Q1: 2,999 shares; 2025Q2: 2,911 shares; 2025Q3: 2,268 shares; 2025Q4: 2,098 shares 2,098 $212K 0.01% -170 Timeline AGGM 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: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $209K 0.01% 0 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: not reported; 2025Q3: 484 shares; 2025Q4: 494 shares 494 $208K 0.01% +10 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,945 shares; 2024Q4: 3,945 shares; 2025Q1: 3,304 shares; 2025Q2: 3,128 shares; 2025Q3: 3,128 shares; 2025Q4: 3,081 shares 3,081 $207K 0.01% -47 Timeline USXF 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: not reported; 2025Q4: 3,525 shares 3,525 $203K 0.01% 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: not reported; 2025Q4: 1,091 shares 1,091 $202K 0.01% new Timeline IZRL ARK ETF TR More: the full row for ARK 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: 6,720 shares 6,720 $201K 0.01% new Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,277 shares; 2024Q4: 11,277 shares; 2025Q1: 11,038 shares; 2025Q2: 11,038 shares; 2025Q3: 11,038 shares; 2025Q4: 11,038 shares 11,038 $198K 0.01% 0 Timeline ACRE ARES COML REAL ESTATE CORP More: the full row for ARES COML REAL ESTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,844 shares; 2024Q4: 39,844 shares; 2025Q1: 39,844 shares; 2025Q2: 39,844 shares; 2025Q3: 39,844 shares; 2025Q4: 39,844 shares 39,844 $190K 0.01% 0 Timeline CRLBF CRESCO LABS INC More: the full row for CRESCO LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 113,837 shares; 2025Q1: 113,837 shares; 2025Q2: 113,837 shares; 2025Q3: 113,837 shares; 2025Q4: 113,837 shares 113,837 $140K <0.01% 0 Timeline ANVS ANNOVIS BIO INC More: the full row for ANNOVIS BIO 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: 15,000 shares; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares; 2025Q4: 40,000 shares 40,000 $138K <0.01% +25,000 Timeline TALON METALS CORP TALON METALS CORP More: the full row for TALON METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 83,333 shares; 2025Q1: 83,333 shares; 2025Q2: 83,333 shares; 2025Q3: 83,333 shares; 2025Q4: 83,333 shares 83,333 $36K <0.01% 0 RECAF RECONNAISSANCE ENERGY AFRICA L More: the full row for RECONNAISSANCE ENERGY AFRICA L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,000 shares; 2024Q4: 40,000 shares; 2025Q1: 40,000 shares; 2025Q2: 40,000 shares; 2025Q3: 40,000 shares; 2025Q4: 40,000 shares 40,000 $27.3K <0.01% 0 Timeline AYRWF AYR WELLNESS INC SUB LTD VTG S More: the full row for AYR WELLNESS INC SUB LTD VTG S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 510,991 shares; 2024Q4: 510,991 shares; 2025Q1: 510,991 shares; 2025Q2: 510,991 shares; 2025Q3: 510,991 shares; 2025Q4: 510,991 shares 510,991 $10.2K <0.01% 0 Timeline TERRA NOSTRA RES C TERRA NOSTRA RES C More: the full row for TERRA NOSTRA RES C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,100 shares; 2024Q4: 20,100 shares; 2025Q1: 20,100 shares; 2025Q2: 20,100 shares; 2025Q3: 20,100 shares; 2025Q4: 20,100 shares 20,100 $1.11K <0.01% 0 AYR WELLNESS INC AYR WELLNESS INC More: the full row for AYR WELLNESS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,300 shares; 2024Q4: 152,300 shares; 2025Q1: 152,300 shares; 2025Q2: 152,300 shares; 2025Q3: 152,300 shares; 2025Q4: 152,300 shares 152,300 $274 <0.01% 0 RELIQ HEALTH TECHNOLOGIES IN RELIQ HEALTH TECHNOLOGIES IN More: the full row for RELIQ HEALTH TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,000 shares; 2024Q4: 30,000 shares; 2025Q1: 30,000 shares; 2025Q2: 30,000 shares; 2025Q3: 30,000 shares; 2025Q4: 30,000 shares 30,000 $3 <0.01% 0 MEDMEN ENTERPRISES INC MEDMEN ENTERPRISES INC More: the full row for MEDMEN ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,500 shares; 2024Q4: 10,500 shares; 2025Q1: 10,500 shares; 2025Q2: 10,500 shares; 2025Q3: 10,500 shares; 2025Q4: 10,500 shares 10,500 $0 0% 0 Value filed as zero, left out of ratios. SDCCQ SMILEDIRECTCLUB INC CL A More: the full row for SMILEDIRECTCLUB INC CL A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $0 0% 0 Value filed as zero, left out of ratios. Timeline