JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,639,575 shares; 2025Q2: 1,684,907 shares; 2025Q3: 1,746,854 shares; 2025Q4: 1,925,157 shares 1,925,157 $91.2M 11.9% +178,303 Timeline FLXR TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,881,546 shares; 2025Q3: 1,938,278 shares; 2025Q4: 2,175,863 shares 2,175,863 $86.2M 11.25% +237,585 Timeline DFAW 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: 429,028 shares; 2024Q4: 488,644 shares; 2025Q1: 541,786 shares; 2025Q2: 621,634 shares; 2025Q3: 664,213 shares; 2025Q4: 815,807 shares 815,807 $60.4M 7.88% +151,594 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: 104,791 shares; 2024Q4: 99,218 shares; 2025Q1: 97,600 shares; 2025Q2: 98,566 shares; 2025Q3: 96,653 shares; 2025Q4: 95,394 shares 95,394 $46.5M 6.08% -1,259 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: 358,773 shares; 2024Q4: 349,870 shares; 2025Q1: 353,181 shares; 2025Q2: 358,986 shares; 2025Q3: 363,070 shares; 2025Q4: 369,750 shares 369,750 $31.3M 4.09% +6,680 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 291,442 shares; 2025Q3: 294,139 shares; 2025Q4: 299,748 shares 299,748 $28.8M 3.76% +5,609 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 413,039 shares; 2024Q4: 818,426 shares; 2025Q1: 833,479 shares; 2025Q2: 858,807 shares; 2025Q3: 873,448 shares; 2025Q4: 892,877 shares 892,877 $28.1M 3.67% +19,429 Timeline NUBD NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 930,869 shares; 2024Q4: 1,016,207 shares; 2025Q1: 1,047,489 shares; 2025Q2: 1,054,279 shares; 2025Q3: 1,083,576 shares; 2025Q4: 1,189,868 shares 1,189,868 $26.6M 3.47% +106,292 Timeline GMF SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 159,789 shares; 2025Q1: 171,342 shares; 2025Q2: 173,457 shares; 2025Q3: 172,803 shares; 2025Q4: 175,903 shares 175,903 $24.4M 3.19% +3,100 Timeline CVMC MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 167,848 shares; 2024Q4: 175,929 shares; 2025Q1: 188,542 shares; 2025Q2: 215,462 shares; 2025Q3: 228,862 shares; 2025Q4: 242,692 shares 242,692 $15.6M 2.03% +13,830 Timeline VGSR MANAGER DIRECTED PORTFOLIOS More: the full row for MANAGER DIRECTED PORTFOLIOS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,263,037 shares; 2024Q4: 1,297,512 shares; 2025Q1: 1,310,393 shares; 2025Q2: 1,354,319 shares; 2025Q3: 1,427,208 shares; 2025Q4: 1,486,334 shares 1,486,334 $15.5M 2.02% +59,126 Timeline EMSF MATTHEWS INTL FDS More: the full row for MATTHEWS INTL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 388,952 shares; 2024Q4: 418,194 shares; 2025Q1: 435,278 shares; 2025Q2: 443,900 shares; 2025Q3: 459,703 shares; 2025Q4: 480,235 shares 480,235 $13.6M 1.78% +20,532 Timeline OEF 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: 111,919 shares; 2024Q4: 108,988 shares; 2025Q1: 37,825 shares; 2025Q2: 37,409 shares; 2025Q3: 37,003 shares; 2025Q4: 35,421 shares 35,421 $12.1M 1.59% -1,582 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 219,644 shares; 2024Q4: 238,421 shares; 2025Q1: 243,050 shares; 2025Q2: 248,875 shares; 2025Q3: 255,519 shares; 2025Q4: 265,387 shares 265,387 $11.8M 1.55% +9,868 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,499 shares; 2024Q4: 21,182 shares; 2025Q1: 20,689 shares; 2025Q2: 21,110 shares; 2025Q3: 20,895 shares; 2025Q4: 20,585 shares 20,585 $9.96M 1.3% -310 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: 2,041 shares; 2024Q4: 3,052 shares; 2025Q1: 3,349 shares; 2025Q2: 21,104 shares; 2025Q3: 27,285 shares; 2025Q4: 26,156 shares 26,156 $8.43M 1.1% -1,129 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 47,220 shares; 2025Q3: 61,403 shares; 2025Q4: 60,835 shares 60,835 $7.06M 0.92% -568 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: 200 shares; 2024Q4: 200 shares; 2025Q1: 239 shares; 2025Q2: 23,267 shares; 2025Q3: 30,123 shares; 2025Q4: 29,509 shares 29,509 $6.74M 0.88% -614 Timeline DFIS 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: 94,717 shares; 2024Q4: 127,490 shares; 2025Q1: 157,417 shares; 2025Q2: 172,079 shares; 2025Q3: 185,167 shares; 2025Q4: 202,913 shares 202,913 $6.68M 0.87% +17,746 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: 400 shares; 2024Q4: 440 shares; 2025Q1: 673 shares; 2025Q2: 15,982 shares; 2025Q3: 20,193 shares; 2025Q4: 21,813 shares 21,813 $6.46M 0.84% +1,620 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: 281,216 shares; 2024Q4: 288,034 shares; 2025Q1: 297,326 shares; 2025Q2: 301,908 shares; 2025Q3: 74,805 shares; 2025Q4: 74,393 shares 74,393 $6.23M 0.81% -412 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: 402 shares; 2024Q4: 3,400 shares; 2025Q1: 3,438 shares; 2025Q2: 64,677 shares; 2025Q3: 81,149 shares; 2025Q4: 79,275 shares 79,275 $6.11M 0.8% -1,874 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 45 shares; 2025Q2: 15,668 shares; 2025Q3: 20,230 shares; 2025Q4: 20,352 shares 20,352 $5.9M 0.77% +122 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: 49 shares; 2025Q2: 25,249 shares; 2025Q3: 33,277 shares; 2025Q4: 31,300 shares 31,300 $5.81M 0.76% -1,977 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,058 shares; 2024Q4: 45,148 shares; 2025Q1: 57,501 shares; 2025Q2: 63,756 shares; 2025Q3: 84,518 shares; 2025Q4: 130,357 shares 130,357 $5.69M 0.74% +45,839 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,055 shares; 2025Q3: 34,313 shares; 2025Q4: 40,072 shares 40,072 $5.52M 0.72% +5,759 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: 1,120 shares; 2024Q4: 1,126 shares; 2025Q1: 100 shares; 2025Q2: 22,661 shares; 2025Q3: 29,470 shares; 2025Q4: 29,461 shares 29,461 $5.4M 0.71% -9 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,260 shares; 2024Q4: 10,258 shares; 2025Q1: 9,207 shares; 2025Q2: 41,473 shares; 2025Q3: 47,555 shares; 2025Q4: 46,331 shares 46,331 $4.88M 0.64% -1,224 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: 1,328 shares; 2024Q4: 1,328 shares; 2025Q1: 1,544 shares; 2025Q2: 19,133 shares; 2025Q3: 23,464 shares; 2025Q4: 22,850 shares 22,850 $4.73M 0.62% -614 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: 18,442 shares; 2024Q4: 15,716 shares; 2025Q1: 15,911 shares; 2025Q2: 26,066 shares; 2025Q3: 25,381 shares; 2025Q4: 25,117 shares 25,117 $4.68M 0.61% -264 Timeline EFG 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: 39,058 shares; 2024Q4: 39,252 shares; 2025Q1: 39,817 shares; 2025Q2: 39,325 shares; 2025Q3: 38,909 shares; 2025Q4: 40,829 shares 40,829 $4.65M 0.61% +1,920 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,590 shares; 2025Q3: 32,261 shares; 2025Q4: 32,251 shares 32,251 $4.41M 0.58% -10 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,544 shares; 2024Q4: 14,038 shares; 2025Q1: 14,729 shares; 2025Q2: 19,641 shares; 2025Q3: 17,796 shares; 2025Q4: 16,148 shares 16,148 $4.39M 0.57% -1,648 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: 958 shares; 2024Q4: 943 shares; 2025Q1: 997 shares; 2025Q2: 22,690 shares; 2025Q3: 29,561 shares; 2025Q4: 29,752 shares 29,752 $4.26M 0.56% +191 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: 10,115 shares; 2024Q4: 9,996 shares; 2025Q1: 9,645 shares; 2025Q2: 37,947 shares; 2025Q3: 46,817 shares; 2025Q4: 44,052 shares 44,052 $4.23M 0.55% -2,765 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,338 shares; 2025Q3: 12,046 shares; 2025Q4: 10,775 shares 10,775 $4.19M 0.55% -1,271 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,576 shares; 2024Q4: 146,733 shares; 2025Q1: 155,760 shares; 2025Q2: 162,799 shares; 2025Q3: 169,600 shares; 2025Q4: 179,323 shares 179,323 $4.13M 0.54% +9,723 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,780 shares; 2025Q3: 33,733 shares; 2025Q4: 33,951 shares 33,951 $3.91M 0.51% +218 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: 4,884 shares; 2024Q4: 5,130 shares; 2025Q1: 4,678 shares; 2025Q2: 4,867 shares; 2025Q3: 4,685 shares; 2025Q4: 4,518 shares 4,518 $3.9M 0.51% -167 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,344 shares; 2024Q4: 85,843 shares; 2025Q1: 82,589 shares; 2025Q2: 79,819 shares; 2025Q3: 78,159 shares; 2025Q4: 83,645 shares 83,645 $3.78M 0.49% +5,486 Timeline JPSE 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: 81,279 shares; 2024Q4: 80,658 shares; 2025Q1: 72,104 shares; 2025Q2: 73,466 shares; 2025Q3: 71,496 shares; 2025Q4: 71,657 shares 71,657 $3.59M 0.47% +161 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,350 shares; 2025Q3: 33,221 shares; 2025Q4: 31,783 shares 31,783 $3.59M 0.47% -1,438 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: 550 shares; 2024Q4: 550 shares; 2025Q1: 583 shares; 2025Q2: 20,795 shares; 2025Q3: 23,904 shares; 2025Q4: 23,828 shares 23,828 $3.42M 0.45% -76 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 367 shares; 2025Q2: 18,258 shares; 2025Q3: 23,145 shares; 2025Q4: 22,080 shares 22,080 $3.37M 0.44% -1,065 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: 7,671 shares; 2024Q4: 5,337 shares; 2025Q1: 5,203 shares; 2025Q2: 4,958 shares; 2025Q3: 4,923 shares; 2025Q4: 5,007 shares 5,007 $3.14M 0.41% +84 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: 274 shares; 2024Q4: 274 shares; 2025Q1: 307 shares; 2025Q2: 17,855 shares; 2025Q3: 23,725 shares; 2025Q4: 23,930 shares 23,930 $3.05M 0.4% +205 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: 21,083 shares; 2024Q4: 20,785 shares; 2025Q1: 20,704 shares; 2025Q2: 21,422 shares; 2025Q3: 21,324 shares; 2025Q4: 21,376 shares 21,376 $3.02M 0.39% +52 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: 842 shares; 2024Q4: 585 shares; 2025Q1: 586 shares; 2025Q2: 25,108 shares; 2025Q3: 28,230 shares; 2025Q4: 27,242 shares 27,242 $2.7M 0.35% -988 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: 39,254 shares 39,254 $2.57M 0.34% new 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: 8,733 shares; 2024Q4: 8,642 shares; 2025Q1: 7,790 shares; 2025Q2: 8,355 shares; 2025Q3: 7,879 shares; 2025Q4: 7,233 shares 7,233 $2.27M 0.3% -646 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO 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: 34,298 shares 34,298 $2.25M 0.29% new 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: 32,952 shares; 2024Q4: 32,847 shares; 2025Q1: 31,099 shares; 2025Q2: 117,471 shares; 2025Q3: 125,835 shares; 2025Q4: 85,317 shares 85,317 $2.12M 0.28% -40,518 Timeline SUSA 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: 11,755 shares; 2024Q4: 19,547 shares; 2025Q1: 17,966 shares; 2025Q2: 17,025 shares; 2025Q3: 14,057 shares; 2025Q4: 14,075 shares 14,075 $1.96M 0.26% +18 Timeline CVLC MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,764 shares; 2024Q4: 9,616 shares; 2025Q1: 6,188 shares; 2025Q2: 7,648 shares; 2025Q3: 8,866 shares; 2025Q4: 21,717 shares 21,717 $1.83M 0.24% +12,851 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: 1,269 shares; 2024Q4: 2,840 shares; 2025Q1: 2,756 shares; 2025Q2: 7,292 shares; 2025Q3: 6,757 shares; 2025Q4: 5,761 shares 5,761 $1.8M 0.24% -996 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: 3,167 shares; 2024Q4: 3,102 shares; 2025Q1: 2,443 shares; 2025Q2: 2,151 shares; 2025Q3: 2,039 shares; 2025Q4: 1,885 shares 1,885 $1.66M 0.22% -154 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: 6,672 shares; 2024Q4: 6,749 shares; 2025Q1: 5,952 shares; 2025Q2: 6,951 shares; 2025Q3: 6,244 shares; 2025Q4: 6,150 shares 6,150 $1.63M 0.21% -94 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: 10,319 shares; 2024Q4: 10,120 shares; 2025Q1: 10,094 shares; 2025Q2: 9,073 shares; 2025Q3: 9,050 shares; 2025Q4: 19,528 shares 19,528 $1.57M 0.2% +10,478 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares 2 $1.51M 0.2% 0 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: 4,274 shares; 2024Q4: 3,719 shares; 2025Q1: 3,094 shares; 2025Q2: 6,080 shares; 2025Q3: 7,058 shares; 2025Q4: 6,349 shares 6,349 $1.47M 0.19% -709 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,658 shares; 2024Q4: 29,856 shares; 2025Q1: 28,011 shares; 2025Q2: 25,343 shares; 2025Q3: 20,071 shares; 2025Q4: 19,329 shares 19,329 $1.45M 0.19% -742 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: 2,546 shares; 2024Q4: 3,637 shares; 2025Q1: 3,386 shares; 2025Q2: 3,309 shares; 2025Q3: 2,854 shares; 2025Q4: 4,331 shares 4,331 $1.45M 0.19% +1,477 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES 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: 11,531 shares; 2025Q2: 14,820 shares; 2025Q3: 14,038 shares; 2025Q4: 14,751 shares 14,751 $1.44M 0.19% +713 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,107 shares; 2024Q4: 41,574 shares; 2025Q1: 46,817 shares; 2025Q2: 28,939 shares; 2025Q3: 21,853 shares; 2025Q4: 27,877 shares 27,877 $1.4M 0.18% +6,024 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: 4,252 shares; 2024Q4: 4,210 shares; 2025Q1: 3,694 shares; 2025Q2: 4,372 shares; 2025Q3: 4,216 shares; 2025Q4: 3,939 shares 3,939 $1.38M 0.18% -277 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,194 shares; 2024Q4: 8,194 shares; 2025Q1: 6,936 shares; 2025Q2: 7,130 shares; 2025Q3: 6,663 shares; 2025Q4: 6,323 shares 6,323 $1.35M 0.18% -340 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: 4,051 shares; 2024Q4: 3,945 shares; 2025Q1: 3,357 shares; 2025Q2: 2,964 shares; 2025Q3: 2,784 shares; 2025Q4: 2,583 shares 2,583 $1.32M 0.17% -201 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: 6,141 shares; 2024Q4: 7,428 shares; 2025Q1: 6,506 shares; 2025Q2: 6,563 shares; 2025Q3: 6,460 shares; 2025Q4: 5,972 shares 5,972 $1.31M 0.17% -488 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: 2,175 shares; 2024Q4: 2,071 shares; 2025Q1: 1,753 shares; 2025Q2: 1,644 shares; 2025Q3: 1,579 shares; 2025Q4: 1,481 shares 1,481 $1.3M 0.17% -98 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,217 shares; 2024Q4: 4,126 shares; 2025Q1: 3,499 shares; 2025Q2: 3,152 shares; 2025Q3: 2,975 shares; 2025Q4: 2,751 shares 2,751 $1.29M 0.17% -224 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: 5,355 shares; 2024Q4: 5,631 shares; 2025Q1: 14,400 shares; 2025Q2: 16,089 shares; 2025Q3: 16,695 shares; 2025Q4: 17,224 shares 17,224 $1.28M 0.17% +529 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,859 shares; 2025Q4: 44,842 shares 44,842 $1.26M 0.16% +38,983 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: 15,773 shares; 2024Q4: 37,559 shares; 2025Q1: 40,729 shares; 2025Q2: 40,592 shares; 2025Q3: 40,356 shares; 2025Q4: 39,477 shares 39,477 $1.19M 0.16% -879 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,943 shares; 2024Q4: 5,865 shares; 2025Q1: 5,183 shares; 2025Q2: 4,767 shares; 2025Q3: 4,628 shares; 2025Q4: 4,417 shares 4,417 $1.16M 0.15% -211 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: 5,789 shares; 2024Q4: 5,788 shares; 2025Q1: 5,149 shares; 2025Q2: 4,628 shares; 2025Q3: 4,542 shares; 2025Q4: 4,253 shares 4,253 $1.15M 0.15% -289 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,322 shares; 2024Q4: 3,312 shares; 2025Q1: 2,897 shares; 2025Q2: 3,320 shares; 2025Q3: 3,390 shares; 2025Q4: 3,233 shares 3,233 $1.11M 0.15% -157 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,655 shares; 2024Q4: 7,550 shares; 2025Q1: 6,528 shares; 2025Q2: 5,961 shares; 2025Q3: 5,687 shares; 2025Q4: 5,353 shares 5,353 $1.09M 0.14% -334 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: 3,120 shares; 2024Q4: 12,490 shares; 2025Q1: 40,579 shares; 2025Q2: 32,643 shares; 2025Q3: 32,629 shares; 2025Q4: 32,422 shares 32,422 $1.06M 0.14% -207 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,137 shares; 2024Q4: 4,948 shares; 2025Q1: 4,158 shares; 2025Q2: 3,759 shares; 2025Q3: 3,752 shares; 2025Q4: 3,467 shares 3,467 $1.05M 0.14% -285 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: 2,351 shares; 2024Q4: 2,288 shares; 2025Q1: 2,043 shares; 2025Q2: 1,880 shares; 2025Q3: 1,888 shares; 2025Q4: 1,804 shares 1,804 $1.05M 0.14% -84 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,877 shares; 2024Q4: 4,627 shares; 2025Q1: 3,823 shares; 2025Q2: 3,517 shares; 2025Q3: 3,414 shares; 2025Q4: 3,168 shares 3,168 $1.01M 0.13% -246 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: 9,435 shares; 2024Q4: 9,271 shares; 2025Q1: 7,620 shares; 2025Q2: 6,974 shares; 2025Q3: 6,784 shares; 2025Q4: 6,384 shares 6,384 $984K 0.13% -400 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: 1,228 shares; 2025Q1: 1,059 shares; 2025Q2: 997 shares; 2025Q3: 963 shares; 2025Q4: 891 shares 891 $953K 0.12% -72 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 312 shares; 2024Q4: 312 shares; 2025Q1: 370 shares; 2025Q2: 312 shares; 2025Q3: 316 shares; 2025Q4: 5,139 shares 5,139 $951K 0.12% +4,823 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: 2,206 shares; 2024Q4: 2,221 shares; 2025Q1: 1,787 shares; 2025Q2: 1,919 shares; 2025Q3: 1,962 shares; 2025Q4: 1,879 shares 1,879 $944K 0.12% -83 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: 6,547 shares; 2024Q4: 6,479 shares; 2025Q1: 5,393 shares; 2025Q2: 4,690 shares; 2025Q3: 4,452 shares; 2025Q4: 4,226 shares 4,226 $927K 0.12% -226 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID 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: 6 shares; 2025Q4: 11,667 shares 11,667 $902K 0.12% +11,661 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,095 shares; 2024Q4: 1,077 shares; 2025Q1: 982 shares; 2025Q2: 907 shares; 2025Q3: 888 shares; 2025Q4: 832 shares 832 $890K 0.12% -56 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: 7,688 shares; 2024Q4: 7,707 shares; 2025Q1: 6,274 shares; 2025Q2: 7,806 shares; 2025Q3: 7,619 shares; 2025Q4: 7,503 shares 7,503 $854K 0.11% -116 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: 13,842 shares; 2024Q4: 13,763 shares; 2025Q1: 11,834 shares; 2025Q2: 10,523 shares; 2025Q3: 9,738 shares; 2025Q4: 8,783 shares 8,783 $853K 0.11% -955 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: 3,680 shares; 2024Q4: 3,458 shares; 2025Q1: 3,001 shares; 2025Q2: 2,817 shares; 2025Q3: 2,715 shares; 2025Q4: 2,598 shares 2,598 $842K 0.11% -117 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,848 shares 12,848 $840K 0.11% new Timeline DSI 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: 3,418 shares; 2024Q4: 7,995 shares; 2025Q1: 7,996 shares; 2025Q2: 7,779 shares; 2025Q3: 6,738 shares; 2025Q4: 6,521 shares 6,521 $840K 0.11% -217 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: 3,952 shares; 2024Q4: 3,935 shares; 2025Q1: 3,322 shares; 2025Q2: 3,143 shares; 2025Q3: 3,213 shares; 2025Q4: 3,101 shares 3,101 $832K 0.11% -112 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: 141 shares; 2024Q4: 1,055 shares; 2025Q1: 2,032 shares; 2025Q2: 1,863 shares; 2025Q3: 1,861 shares; 2025Q4: 1,762 shares 1,762 $821K 0.11% -99 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: 14,271 shares; 2024Q4: 13,947 shares; 2025Q1: 13,712 shares; 2025Q2: 12,721 shares; 2025Q3: 12,621 shares; 2025Q4: 11,844 shares 11,844 $807K 0.11% -777 Timeline JSTC TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,273 shares; 2024Q4: 43,049 shares; 2025Q1: 41,775 shares; 2025Q2: 41,436 shares; 2025Q3: 40,409 shares; 2025Q4: 39,385 shares 39,385 $799K 0.1% -1,024 Timeline AVA AVISTA CORP More: the full row for AVISTA 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: 20,710 shares 20,710 $798K 0.1% new Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,930 shares; 2024Q4: 16,397 shares; 2025Q1: 14,401 shares; 2025Q2: 12,628 shares; 2025Q3: 12,075 shares; 2025Q4: 16,950 shares 16,950 $778K 0.1% +4,875 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: 614 shares; 2024Q4: 1,402 shares; 2025Q1: 1,308 shares; 2025Q2: 1,349 shares; 2025Q3: 1,354 shares; 2025Q4: 1,358 shares 1,358 $778K 0.1% +4 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,874 shares; 2024Q4: 4,431 shares; 2025Q1: 4,397 shares; 2025Q2: 4,155 shares; 2025Q3: 4,091 shares; 2025Q4: 3,935 shares 3,935 $764K 0.1% -156 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,877 shares; 2024Q4: 3,859 shares; 2025Q1: 3,463 shares; 2025Q2: 3,197 shares; 2025Q3: 3,272 shares; 2025Q4: 3,223 shares 3,223 $738K 0.1% -49 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: 4,219 shares; 2024Q4: 4,133 shares; 2025Q1: 3,603 shares; 2025Q2: 3,198 shares; 2025Q3: 3,134 shares; 2025Q4: 2,938 shares 2,938 $726K 0.09% -196 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,565 shares; 2024Q4: 7,483 shares; 2025Q1: 6,418 shares; 2025Q2: 5,927 shares; 2025Q3: 5,652 shares; 2025Q4: 5,279 shares 5,279 $719K 0.09% -373 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: 11,450 shares; 2024Q4: 11,366 shares; 2025Q1: 9,819 shares; 2025Q2: 9,106 shares; 2025Q3: 8,877 shares; 2025Q4: 8,570 shares 8,570 $719K 0.09% -307 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,453 shares; 2024Q4: 12,868 shares; 2025Q1: 10,353 shares; 2025Q2: 9,464 shares; 2025Q3: 8,888 shares; 2025Q4: 8,275 shares 8,275 $703K 0.09% -613 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,834 shares; 2024Q4: 3,822 shares; 2025Q1: 3,642 shares; 2025Q2: 3,230 shares; 2025Q3: 3,169 shares; 2025Q4: 2,966 shares 2,966 $686K 0.09% -203 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: 3,879 shares; 2024Q4: 3,879 shares; 2025Q1: 4,045 shares; 2025Q2: 3,979 shares; 2025Q3: 3,850 shares; 2025Q4: 7,196 shares 7,196 $671K 0.09% +3,346 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,042 shares; 2024Q4: 1,973 shares; 2025Q1: 1,727 shares; 2025Q2: 1,583 shares; 2025Q3: 1,560 shares; 2025Q4: 1,479 shares 1,479 $658K 0.09% -81 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,710 shares; 2024Q4: 3,880 shares; 2025Q1: 1,937 shares; 2025Q2: 1,895 shares; 2025Q3: 1,861 shares; 2025Q4: 1,651 shares 1,651 $654K 0.09% -210 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: 346 shares; 2024Q4: 626 shares; 2025Q1: 626 shares; 2025Q2: 773 shares; 2025Q3: 717 shares; 2025Q4: 947 shares 947 $649K 0.08% +230 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: 2,674 shares; 2024Q4: 2,593 shares; 2025Q1: 2,051 shares; 2025Q2: 1,865 shares; 2025Q3: 1,779 shares; 2025Q4: 1,658 shares 1,658 $645K 0.08% -121 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 978 shares; 2024Q4: 1,725 shares; 2025Q1: 1,581 shares; 2025Q2: 1,465 shares; 2025Q3: 1,451 shares; 2025Q4: 1,412 shares 1,412 $640K 0.08% -39 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: 7,772 shares; 2024Q4: 7,748 shares; 2025Q1: 7,289 shares; 2025Q2: 6,841 shares; 2025Q3: 6,759 shares; 2025Q4: 6,488 shares 6,488 $634K 0.08% -271 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: 5,467 shares; 2024Q4: 4,881 shares; 2025Q1: 3,901 shares; 2025Q2: 3,653 shares; 2025Q3: 3,632 shares; 2025Q4: 3,547 shares 3,547 $623K 0.08% -85 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: 3,604 shares; 2024Q4: 3,528 shares; 2025Q1: 3,060 shares; 2025Q2: 2,773 shares; 2025Q3: 2,707 shares; 2025Q4: 2,491 shares 2,491 $614K 0.08% -216 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: 105 shares; 2024Q4: 1,105 shares; 2025Q1: 1,113 shares; 2025Q2: 2,752 shares; 2025Q3: 2,502 shares; 2025Q4: 2,544 shares 2,544 $613K 0.08% +42 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: 1,248 shares; 2024Q4: 1,254 shares; 2025Q1: 1,149 shares; 2025Q2: 1,579 shares; 2025Q3: 2,389 shares; 2025Q4: 3,130 shares 3,130 $598K 0.08% +741 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,314 shares; 2024Q4: 24,524 shares; 2025Q1: 21,023 shares; 2025Q2: 19,555 shares; 2025Q3: 18,890 shares; 2025Q4: 17,751 shares 17,751 $595K 0.08% -1,139 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15 shares; 2024Q4: 1,692 shares; 2025Q1: 1,545 shares; 2025Q2: 1,418 shares; 2025Q3: 1,387 shares; 2025Q4: 1,299 shares 1,299 $577K 0.08% -88 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,902 shares; 2024Q4: 16,879 shares; 2025Q1: 17,038 shares; 2025Q2: 15,702 shares; 2025Q3: 15,650 shares; 2025Q4: 14,940 shares 14,940 $573K 0.07% -710 Timeline ETHO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,521 shares; 2024Q4: 30,830 shares; 2025Q1: 27,769 shares; 2025Q2: 19,266 shares; 2025Q3: 10,934 shares; 2025Q4: 8,647 shares 8,647 $565K 0.07% -2,287 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: 253 shares; 2024Q4: 307 shares; 2025Q1: 429 shares; 2025Q2: 13,009 shares; 2025Q3: 10,511 shares; 2025Q4: 10,338 shares 10,338 $552K 0.07% -173 Timeline AWR AMER STATES WTR CO More: the full row for AMER STATES WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,783 shares; 2024Q4: 8,878 shares; 2025Q1: 8,891 shares; 2025Q2: 8,049 shares; 2025Q3: 7,880 shares; 2025Q4: 7,581 shares 7,581 $549K 0.07% -299 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: 8,099 shares; 2024Q4: 8,099 shares; 2025Q1: 8,040 shares; 2025Q2: 8,088 shares; 2025Q3: 8,088 shares; 2025Q4: 8,101 shares 8,101 $516K 0.07% +13 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,076 shares; 2024Q4: 6,031 shares; 2025Q1: 5,976 shares; 2025Q2: 5,448 shares; 2025Q3: 5,443 shares; 2025Q4: 5,127 shares 5,127 $507K 0.07% -316 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,854 shares; 2025Q2: 10,831 shares; 2025Q3: 11,191 shares; 2025Q4: 9,806 shares 9,806 $499K 0.07% -1,385 Timeline DFGR 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: 8,033 shares; 2024Q4: 7,825 shares; 2025Q1: 18,162 shares; 2025Q2: 18,278 shares; 2025Q3: 18,415 shares; 2025Q4: 18,669 shares 18,669 $493K 0.06% +254 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,465 shares; 2024Q4: 9,577 shares; 2025Q1: 9,577 shares; 2025Q2: 10,074 shares; 2025Q3: 10,074 shares; 2025Q4: 10,899 shares 10,899 $491K 0.06% +825 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: 737 shares; 2024Q4: 6,905 shares; 2025Q1: 6,906 shares; 2025Q2: 7,447 shares; 2025Q3: 7,482 shares; 2025Q4: 7,658 shares 7,658 $478K 0.06% +176 Timeline NUEM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,943 shares; 2024Q4: 25,343 shares; 2025Q1: 23,627 shares; 2025Q2: 12,945 shares; 2025Q3: 12,945 shares; 2025Q4: 13,412 shares 13,412 $477K 0.06% +467 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: 5,850 shares; 2024Q4: 5,742 shares; 2025Q1: 5,766 shares; 2025Q2: 4,897 shares; 2025Q3: 4,872 shares; 2025Q4: 5,134 shares 5,134 $475K 0.06% +262 Timeline POR PORTLAND GEN ELEC CO More: the full row for PORTLAND GEN ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,331 shares; 2024Q4: 12,212 shares; 2025Q1: 12,159 shares; 2025Q2: 11,124 shares; 2025Q3: 10,479 shares; 2025Q4: 9,880 shares 9,880 $474K 0.06% -599 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: 278 shares; 2024Q4: 278 shares; 2025Q1: 119 shares; 2025Q2: 953 shares; 2025Q3: 827 shares; 2025Q4: 698 shares 698 $461K 0.06% -129 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,579 shares; 2024Q4: 1,579 shares; 2025Q1: not reported; 2025Q2: 4,731 shares; 2025Q3: 3,845 shares; 2025Q4: 3,843 shares 3,843 $460K 0.06% -2 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: 35,740 shares; 2024Q4: 37,189 shares; 2025Q1: 28,548 shares; 2025Q2: 24,256 shares; 2025Q3: 23,878 shares; 2025Q4: 22,703 shares 22,703 $447K 0.06% -1,175 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,863 shares; 2024Q4: 22,731 shares; 2025Q1: 21,303 shares; 2025Q2: 19,550 shares; 2025Q3: 19,501 shares; 2025Q4: 18,592 shares 18,592 $440K 0.06% -909 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,254 shares; 2025Q1: 6,434 shares; 2025Q2: 5,876 shares; 2025Q3: 5,652 shares; 2025Q4: 5,466 shares 5,466 $416K 0.05% -186 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,790 shares; 2025Q2: 4,199 shares; 2025Q3: 3,953 shares; 2025Q4: 3,664 shares 3,664 $410K 0.05% -289 Timeline JD JD.COM INC More: the full row for JD.COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,834 shares; 2024Q4: 18,242 shares; 2025Q1: 17,213 shares; 2025Q2: 15,346 shares; 2025Q3: 14,467 shares; 2025Q4: 13,815 shares 13,815 $396K 0.05% -652 Timeline MGC 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: 2,307 shares; 2024Q4: 2,307 shares; 2025Q1: 2,307 shares; 2025Q2: 2,307 shares; 2025Q3: 1,552 shares; 2025Q4: 1,559 shares 1,559 $392K 0.05% +7 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,327 shares; 2024Q4: 10,486 shares; 2025Q1: 10,474 shares; 2025Q2: 9,480 shares; 2025Q3: 9,090 shares; 2025Q4: 8,468 shares 8,468 $382K 0.05% -622 Timeline ALK ALASKA AIR GROUP INC More: the full row for ALASKA AIR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 200 shares; 2025Q2: 10,736 shares; 2025Q3: 7,446 shares; 2025Q4: 7,160 shares 7,160 $360K 0.05% -286 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,392 shares; 2024Q4: 7,707 shares; 2025Q1: 7,717 shares; 2025Q2: 9,693 shares; 2025Q3: 7,747 shares; 2025Q4: 7,335 shares 7,335 $337K 0.04% -412 Timeline SPYX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,293 shares; 2024Q4: 8,068 shares; 2025Q1: 7,436 shares; 2025Q2: 7,448 shares; 2025Q3: 5,637 shares; 2025Q4: 5,491 shares 5,491 $309K 0.04% -146 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,020 shares; 2024Q4: 4,188 shares; 2025Q1: 3,900 shares; 2025Q2: 3,851 shares; 2025Q3: 1,939 shares; 2025Q4: 1,947 shares 1,947 $301K 0.04% +8 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: 700 shares; 2024Q4: 704 shares; 2025Q1: 707 shares; 2025Q2: 1,093 shares; 2025Q3: 1,168 shares; 2025Q4: 1,168 shares 1,168 $301K 0.04% 0 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: 130 shares; 2024Q4: 147 shares; 2025Q1: 189 shares; 2025Q2: 297 shares; 2025Q3: 294 shares; 2025Q4: 274 shares 274 $295K 0.04% -20 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,640 shares; 2025Q1: 1,640 shares; 2025Q2: 1,766 shares; 2025Q3: 1,766 shares; 2025Q4: 1,713 shares 1,713 $293K 0.04% -53 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,556 shares; 2024Q4: 4,688 shares; 2025Q1: 10,505 shares; 2025Q2: 10,552 shares; 2025Q3: 10,595 shares; 2025Q4: 10,643 shares 10,643 $290K 0.04% +48 Timeline AAXJ 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: 5,373 shares; 2024Q4: 3,735 shares; 2025Q1: 2,979 shares; 2025Q2: 2,979 shares; 2025Q3: 2,979 shares; 2025Q4: 3,015 shares 3,015 $281K 0.04% +36 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: 340 shares; 2024Q4: 1,840 shares; 2025Q1: 1,840 shares; 2025Q2: 2,159 shares; 2025Q3: 2,253 shares; 2025Q4: 2,109 shares 2,109 $280K 0.04% -144 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: 302 shares; 2024Q4: 303 shares; 2025Q1: 249 shares; 2025Q2: 341 shares; 2025Q3: 451 shares; 2025Q4: 452 shares 452 $278K 0.04% +1 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: 430 shares; 2024Q4: 500 shares; 2025Q1: 477 shares; 2025Q2: 784 shares; 2025Q3: 787 shares; 2025Q4: 787 shares 787 $272K 0.04% 0 Timeline VBK 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: 624 shares; 2024Q4: 624 shares; 2025Q1: 603 shares; 2025Q2: 603 shares; 2025Q3: 603 shares; 2025Q4: 898 shares 898 $271K 0.04% +295 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,990 shares; 2024Q4: 2,310 shares; 2025Q1: 2,715 shares; 2025Q2: 3,169 shares; 2025Q3: 3,185 shares; 2025Q4: 4,956 shares 4,956 $266K 0.03% +1,771 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 132 shares; 2025Q2: 777 shares; 2025Q3: 883 shares; 2025Q4: 889 shares 889 $258K 0.03% +6 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,846 shares; 2024Q4: 1,846 shares; 2025Q1: 1,846 shares; 2025Q2: 1,846 shares; 2025Q3: 1,686 shares; 2025Q4: 3,398 shares 3,398 $256K 0.03% +1,712 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 997 shares; 2024Q4: 999 shares; 2025Q1: 683 shares; 2025Q2: 683 shares; 2025Q3: 679 shares; 2025Q4: 621 shares 621 $256K 0.03% -58 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 392 shares; 2024Q4: 631 shares; 2025Q1: 10,837 shares; 2025Q2: 10,908 shares; 2025Q3: 10,908 shares; 2025Q4: 10,566 shares 10,566 $254K 0.03% -342 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: 465 shares; 2024Q4: 446 shares; 2025Q1: 448 shares; 2025Q2: 431 shares; 2025Q3: 432 shares; 2025Q4: 408 shares 408 $246K 0.03% -24 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,490 shares; 2024Q4: 1,490 shares; 2025Q1: 1,364 shares; 2025Q2: 1,364 shares; 2025Q3: 1,368 shares; 2025Q4: 1,518 shares 1,518 $233K 0.03% +150 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,000 shares; 2025Q1: 1,024 shares; 2025Q2: 1,000 shares; 2025Q3: 1,003 shares; 2025Q4: 877 shares 877 $225K 0.03% -126 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: 400 shares; 2024Q4: 393 shares; 2025Q1: 377 shares; 2025Q2: 848 shares; 2025Q3: 851 shares; 2025Q4: 874 shares 874 $225K 0.03% +23 Timeline SUSB 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: 8,022 shares; 2024Q4: 8,076 shares; 2025Q1: 8,135 shares; 2025Q2: 8,224 shares; 2025Q3: 8,315 shares; 2025Q4: 8,408 shares 8,408 $212K 0.03% +93 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,948 shares; 2025Q3: 3,463 shares; 2025Q4: 2,922 shares 2,922 $209K 0.03% -541 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: 2,685 shares; 2024Q4: 2,685 shares; 2025Q1: 2,687 shares; 2025Q2: 2,531 shares; 2025Q3: 2,531 shares; 2025Q4: 2,531 shares 2,531 $205K 0.03% 0 Timeline SUSL 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: 600 shares; 2024Q4: 1,680 shares; 2025Q1: 1,680 shares; 2025Q2: 1,680 shares; 2025Q3: 1,685 shares; 2025Q4: 1,690 shares 1,690 $205K 0.03% +5 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,729 shares; 2024Q4: 5,491 shares; 2025Q1: 5,504 shares; 2025Q2: 6,781 shares; 2025Q3: 6,802 shares; 2025Q4: 6,833 shares 6,833 $195K 0.03% +31 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: 2,201 shares; 2024Q4: 516 shares; 2025Q1: 505 shares; 2025Q2: 507 shares; 2025Q3: 508 shares; 2025Q4: 510 shares 510 $190K 0.02% +2 Timeline LINE LINEAGE INC More: the full row for LINEAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,061 shares; 2024Q4: 3,061 shares; 2025Q1: 3,061 shares; 2025Q2: 3,576 shares; 2025Q3: 5,219 shares; 2025Q4: 5,287 shares 5,287 $185K 0.02% +68 Timeline GRNB VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,116 shares; 2024Q4: 10,405 shares; 2025Q1: 7,258 shares; 2025Q2: 7,337 shares; 2025Q3: 8,894 shares; 2025Q4: 7,520 shares 7,520 $183K 0.02% -1,374 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: 300 shares; 2024Q4: 300 shares; 2025Q1: 368 shares; 2025Q2: 586 shares; 2025Q3: 589 shares; 2025Q4: 593 shares 593 $181K 0.02% +4 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: 30 shares; 2024Q4: 24 shares; 2025Q1: 414 shares; 2025Q2: 940 shares; 2025Q3: 815 shares; 2025Q4: 822 shares 822 $181K 0.02% +7 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: 2,008 shares; 2024Q4: 6,142 shares; 2025Q1: 2,332 shares; 2025Q2: 1,765 shares; 2025Q3: 592 shares; 2025Q4: 1,183 shares 1,183 $170K 0.02% +591 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: 1,710 shares; 2024Q4: 1,677 shares; 2025Q1: 785 shares; 2025Q2: 771 shares; 2025Q3: 771 shares; 2025Q4: 771 shares 771 $167K 0.02% 0 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: 4,330 shares; 2024Q4: 4,391 shares; 2025Q1: 4,391 shares; 2025Q2: 4,270 shares; 2025Q3: 4,270 shares; 2025Q4: 4,346 shares 4,346 $156K 0.02% +76 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: 578 shares; 2024Q4: 581 shares; 2025Q1: 673 shares; 2025Q2: 734 shares; 2025Q3: 740 shares; 2025Q4: 741 shares 741 $156K 0.02% +1 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: 460 shares; 2024Q4: 1,960 shares; 2025Q1: 1,960 shares; 2025Q2: 1,960 shares; 2025Q3: 1,900 shares; 2025Q4: 1,913 shares 1,913 $151K 0.02% +13 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: 574 shares; 2024Q4: 574 shares; 2025Q1: 1,019 shares; 2025Q2: 659 shares; 2025Q3: 1,146 shares; 2025Q4: 1,143 shares 1,143 $137K 0.02% -3 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: 234 shares; 2024Q4: 234 shares; 2025Q1: 234 shares; 2025Q2: 1,149 shares; 2025Q3: 1,157 shares; 2025Q4: 1,165 shares 1,165 $137K 0.02% +8 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: 190 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,140 shares; 2025Q3: 1,084 shares; 2025Q4: 1,537 shares 1,537 $136K 0.02% +453 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: 536 shares; 2024Q4: 536 shares; 2025Q1: 825 shares; 2025Q2: 775 shares; 2025Q3: 775 shares; 2025Q4: 782 shares 782 $136K 0.02% +7 Timeline CCB COASTAL FINL CORP WA More: the full row for COASTAL FINL CORP WA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,056 shares; 2024Q4: 1,248 shares; 2025Q1: 1,248 shares; 2025Q2: 1,130 shares; 2025Q3: 1,130 shares; 2025Q4: 1,130 shares 1,130 $129K 0.02% 0 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: 1,733 shares; 2024Q4: 1,733 shares; 2025Q1: 1,733 shares; 2025Q2: 1,833 shares; 2025Q3: 1,833 shares; 2025Q4: 1,841 shares 1,841 $129K 0.02% +8 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: 391 shares; 2024Q4: 901 shares; 2025Q1: 576 shares; 2025Q2: 518 shares; 2025Q3: 620 shares; 2025Q4: 621 shares 621 $121K 0.02% +1 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: 41 shares; 2024Q4: 591 shares; 2025Q1: 591 shares; 2025Q2: 4,215 shares; 2025Q3: 4,256 shares; 2025Q4: 4,298 shares 4,298 $118K 0.02% +42 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,032 shares; 2025Q3: 952 shares; 2025Q4: 1,058 shares 1,058 $116K 0.02% +106 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: 5,116 shares; 2024Q4: 5,428 shares; 2025Q1: 2,067 shares; 2025Q2: 2,067 shares; 2025Q3: 2,069 shares; 2025Q4: 2,070 shares 2,070 $114K 0.01% +1 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: 392 shares; 2024Q4: 616 shares; 2025Q1: 468 shares; 2025Q2: 492 shares; 2025Q3: 453 shares; 2025Q4: 455 shares 455 $112K 0.01% +2 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: 48 shares; 2024Q4: 48 shares; 2025Q1: 48 shares; 2025Q2: 323 shares; 2025Q3: 323 shares; 2025Q4: 315 shares 315 $111K 0.01% -8 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: 667 shares; 2024Q4: 667 shares; 2025Q1: 85 shares; 2025Q2: 268 shares; 2025Q3: 208 shares; 2025Q4: 241 shares 241 $108K 0.01% +33 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,496 shares; 2024Q4: 1,496 shares; 2025Q1: 1,496 shares; 2025Q2: 1,496 shares; 2025Q3: 1,498 shares; 2025Q4: 1,500 shares 1,500 $105K 0.01% +2 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,393 shares 1,393 $102K 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: 1,069 shares; 2024Q4: 1,069 shares; 2025Q1: 1,069 shares; 2025Q2: 1,069 shares; 2025Q3: 1,073 shares; 2025Q4: 1,078 shares 1,078 $101K 0.01% +5 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 320 shares; 2024Q4: 320 shares; 2025Q1: 320 shares; 2025Q2: 320 shares; 2025Q3: 320 shares; 2025Q4: 322 shares 322 $101K 0.01% +2 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: 602 shares; 2024Q4: 602 shares; 2025Q1: 645 shares; 2025Q2: 4,047 shares; 2025Q3: 2,808 shares; 2025Q4: 1,193 shares 1,193 $100K 0.01% -1,615 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,519 shares; 2024Q4: 3,388 shares; 2025Q1: 3,388 shares; 2025Q2: 3,388 shares; 2025Q3: 3,388 shares; 2025Q4: 2,396 shares 2,396 $98.4K 0.01% -992 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,479 shares; 2024Q4: 2,656 shares; 2025Q1: 2,443 shares; 2025Q2: 2,835 shares; 2025Q3: 2,719 shares; 2025Q4: 273 shares 273 $95.5K 0.01% -2,446 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 902 shares; 2024Q4: 902 shares; 2025Q1: 943 shares; 2025Q2: 902 shares; 2025Q3: 902 shares; 2025Q4: 902 shares 902 $95.1K 0.01% 0 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: 530 shares; 2024Q4: not reported; 2025Q1: 23 shares; 2025Q2: 139 shares; 2025Q3: 139 shares; 2025Q4: 139 shares 139 $95K 0.01% 0 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 204,439 shares; 2024Q4: 206,230 shares; 2025Q1: 4,018 shares; 2025Q2: 4,044 shares; 2025Q3: 2,113 shares; 2025Q4: 2,135 shares 2,135 $94.6K 0.01% +22 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 68 shares; 2025Q2: 862 shares; 2025Q3: 862 shares; 2025Q4: 729 shares 729 $91.4K 0.01% -133 Timeline IWL 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: 2,670 shares; 2024Q4: 2,554 shares; 2025Q1: 638 shares; 2025Q2: 640 shares; 2025Q3: 582 shares; 2025Q4: 531 shares 531 $90.5K 0.01% -51 Timeline CVIE MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,264 shares 1,264 $90.1K 0.01% new 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: 973 shares; 2025Q1: 973 shares; 2025Q2: 973 shares; 2025Q3: 973 shares; 2025Q4: 973 shares 973 $89K 0.01% 0 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 228 shares; 2024Q4: 228 shares; 2025Q1: 228 shares; 2025Q2: 237 shares; 2025Q3: 240 shares; 2025Q4: 229 shares 229 $87K 0.01% -11 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: 21 shares; 2024Q4: 21 shares; 2025Q1: 23 shares; 2025Q2: 23 shares; 2025Q3: 130 shares; 2025Q4: 130 shares 130 $86.2K 0.01% 0 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: 10,751 shares; 2024Q4: 10,725 shares; 2025Q1: 69 shares; 2025Q2: not reported; 2025Q3: 1,088 shares; 2025Q4: 1,155 shares 1,155 $85.1K 0.01% +67 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: 1,067 shares; 2024Q4: 1,067 shares; 2025Q1: 1,067 shares; 2025Q2: 1,067 shares; 2025Q3: 1,067 shares; 2025Q4: 1,067 shares 1,067 $84.7K 0.01% 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: 226 shares; 2024Q4: 226 shares; 2025Q1: 84 shares; 2025Q2: 362 shares; 2025Q3: 88 shares; 2025Q4: 882 shares 882 $82.7K 0.01% +794 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 333,851 shares; 2024Q4: 331,739 shares; 2025Q1: 319,290 shares; 2025Q2: 3,396 shares; 2025Q3: 3,183 shares; 2025Q4: 3,219 shares 3,219 $81K 0.01% +36 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,897 shares; 2025Q4: 2,897 shares 2,897 $77.9K 0.01% 0 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: 568 shares; 2024Q4: 569 shares; 2025Q1: 8 shares; 2025Q2: 208 shares; 2025Q3: 208 shares; 2025Q4: 208 shares 208 $77K 0.01% 0 Timeline FRNW FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,743 shares; 2024Q4: 3,743 shares; 2025Q1: 3,743 shares; 2025Q2: 3,743 shares; 2025Q3: 3,759 shares; 2025Q4: 3,767 shares 3,767 $76.5K 0.01% +8 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 713 shares; 2024Q4: 713 shares; 2025Q1: 145 shares; 2025Q2: 1,506 shares; 2025Q3: 1,260 shares; 2025Q4: 1,297 shares 1,297 $75.7K 0.01% +37 Timeline LOGI LOGITECH INTL S A More: the full row for LOGITECH INTL S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 744 shares; 2024Q4: 744 shares; 2025Q1: 744 shares; 2025Q2: 744 shares; 2025Q3: 744 shares; 2025Q4: 744 shares 744 $74.6K 0.01% 0 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 760 shares; 2025Q3: 972 shares; 2025Q4: 938 shares 938 $73.9K 0.01% -34 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: not reported; 2025Q4: 883 shares 883 $73.8K 0.01% new Timeline SNPE DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,165 shares; 2024Q4: 1,416 shares; 2025Q1: 1,416 shares; 2025Q2: 1,417 shares; 2025Q3: 1,168 shares; 2025Q4: 1,172 shares 1,172 $73.2K 0.01% +4 Timeline VPL 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: not reported; 2025Q4: 771 shares 771 $69.7K 0.01% new 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: 119 shares; 2024Q4: 238 shares; 2025Q1: 238 shares; 2025Q2: 364 shares; 2025Q3: 364 shares; 2025Q4: 364 shares 364 $67K 0.01% 0 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 222 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 2,116 shares; 2025Q3: 1,171 shares; 2025Q4: 834 shares 834 $66.2K 0.01% -337 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: 22 shares; 2024Q4: 22 shares; 2025Q1: 89 shares; 2025Q2: 209 shares; 2025Q3: 200 shares; 2025Q4: 201 shares 201 $65.9K 0.01% +1 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 750 shares; 2024Q4: 1,815 shares; 2025Q1: 1,055 shares; 2025Q2: 1,055 shares; 2025Q3: 1,062 shares; 2025Q4: 1,075 shares 1,075 $64.4K 0.01% +13 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,157 shares; 2025Q4: 12,157 shares 12,157 $64.4K 0.01% 0 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 64 shares; 2025Q3: 64 shares; 2025Q4: 52 shares 52 $63.5K 0.01% -12 Timeline ICLN 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: 3,059 shares; 2025Q3: 3,059 shares; 2025Q4: 3,823 shares 3,823 $62.8K 0.01% +764 Timeline FIW 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: 597 shares; 2024Q4: 593 shares; 2025Q1: 593 shares; 2025Q2: 570 shares; 2025Q3: 571 shares; 2025Q4: 572 shares 572 $62.1K 0.01% +1 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: 1,507 shares; 2024Q4: 1,857 shares; 2025Q1: 2,167 shares; 2025Q2: 1,812 shares; 2025Q3: 1,517 shares; 2025Q4: 1,520 shares 1,520 $61.9K 0.01% +3 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,259 shares; 2024Q4: not reported; 2025Q1: 46 shares; 2025Q2: 254 shares; 2025Q3: 209 shares; 2025Q4: 210 shares 210 $60.6K 0.01% +1 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: 113 shares; 2024Q4: 113 shares; 2025Q1: 165 shares; 2025Q2: 160 shares; 2025Q3: 205 shares; 2025Q4: 191 shares 191 $58.9K 0.01% -14 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: not reported; 2024Q4: 75,718 shares; 2025Q1: 464,030 shares; 2025Q2: 1,065 shares; 2025Q3: 1,077 shares; 2025Q4: 1,089 shares 1,089 $55.1K 0.01% +12 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 328 shares; 2024Q4: 328 shares; 2025Q1: 328 shares; 2025Q2: 328 shares; 2025Q3: 328 shares; 2025Q4: 328 shares 328 $53.2K 0.01% 0 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 398 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,980 shares; 2025Q4: 1,980 shares 1,980 $51.9K 0.01% 0 Timeline VPLS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 648 shares; 2025Q3: 650 shares; 2025Q4: 662 shares 662 $51.7K 0.01% +12 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25 shares; 2025Q4: 25 shares 25 $50.4K 0.01% 0 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: 200 shares; 2024Q4: 200 shares; 2025Q1: 357 shares; 2025Q2: 286 shares; 2025Q3: 287 shares; 2025Q4: 289 shares 289 $49.4K 0.01% +2 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: 547 shares; 2024Q4: 550 shares; 2025Q1: 68 shares; 2025Q2: 236 shares; 2025Q3: 238 shares; 2025Q4: 238 shares 238 $46.5K 0.01% 0 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 192 shares; 2025Q1: 145 shares; 2025Q2: 168 shares; 2025Q3: 168 shares; 2025Q4: 178 shares 178 $45.4K 0.01% +10 Timeline RUN SUNRUN INC More: the full row for SUNRUN 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: 1,381 shares; 2025Q3: 1,381 shares; 2025Q4: 2,381 shares 2,381 $43.8K 0.01% +1,000 Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,504 shares; 2024Q4: 1,504 shares; 2025Q1: 1,504 shares; 2025Q2: 1,504 shares; 2025Q3: 1,524 shares; 2025Q4: 1,544 shares 1,544 $43.1K 0.01% +20 Timeline GH GUARDANT HEALTH INC More: the full row for GUARDANT HEALTH 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: 420 shares 420 $42.9K 0.01% new Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 240 shares; 2025Q3: 240 shares; 2025Q4: 150 shares 150 $42.6K 0.01% -90 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: not reported; 2024Q4: 813 shares; 2025Q1: 813 shares; 2025Q2: 813 shares; 2025Q3: 719 shares; 2025Q4: 475 shares 475 $42.5K 0.01% -244 Timeline VIOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 344 shares; 2024Q4: 346 shares; 2025Q1: 346 shares; 2025Q2: 346 shares; 2025Q3: 346 shares; 2025Q4: 348 shares 348 $42.2K 0.01% +2 Timeline MICC MAGNUM ICE CREAM CO NV More: the full row for MAGNUM ICE CREAM CO NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,655 shares 2,655 $42.1K 0.01% new Timeline EAGG 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: 856 shares; 2025Q3: 859 shares; 2025Q4: 870 shares 870 $41.6K 0.01% +11 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 495 shares 495 $40.9K 0.01% new 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: 323 shares; 2024Q4: 262 shares; 2025Q1: 318 shares; 2025Q2: 262 shares; 2025Q3: 264 shares; 2025Q4: 264 shares 264 $40.8K 0.01% 0 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: 225 shares; 2024Q4: 225 shares; 2025Q1: 225 shares; 2025Q2: 225 shares; 2025Q3: 225 shares; 2025Q4: 226 shares 226 $36.8K <0.01% +1 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: not reported; 2024Q4: 190 shares; 2025Q1: 327 shares; 2025Q2: 190 shares; 2025Q3: 191 shares; 2025Q4: 192 shares 192 $36.7K <0.01% +1 Timeline CSM 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: 456 shares; 2024Q4: 456 shares; 2025Q1: 456 shares; 2025Q2: 456 shares; 2025Q3: 457 shares; 2025Q4: 458 shares 458 $36.5K <0.01% +1 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: not reported; 2024Q4: not reported; 2025Q1: 279 shares; 2025Q2: 279 shares; 2025Q3: 279 shares; 2025Q4: 281 shares 281 $36.3K <0.01% +2 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: 122 shares; 2024Q4: 122 shares; 2025Q1: 125 shares; 2025Q2: 122 shares; 2025Q3: 122 shares; 2025Q4: 123 shares 123 $35.5K <0.01% +1 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,891 shares; 2024Q4: 1,908 shares; 2025Q1: 400 shares; 2025Q2: 500 shares; 2025Q3: 485 shares; 2025Q4: 477 shares 477 $35.1K <0.01% -8 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: 79 shares; 2024Q4: 80 shares; 2025Q1: 187 shares; 2025Q2: 187 shares; 2025Q3: 188 shares; 2025Q4: 189 shares 189 $35K <0.01% +1 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: 73 shares; 2024Q4: 69 shares; 2025Q1: 162 shares; 2025Q2: 49 shares; 2025Q3: 74 shares; 2025Q4: 65 shares 65 $33.8K <0.01% -9 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33 shares; 2024Q4: 32 shares; 2025Q1: 32 shares; 2025Q2: 26 shares; 2025Q3: 26 shares; 2025Q4: 32 shares 32 $32.6K <0.01% +6 Timeline JPEM 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: 711 shares; 2024Q4: 705 shares; 2025Q1: 685 shares; 2025Q2: 682 shares; 2025Q3: 543 shares; 2025Q4: 530 shares 530 $32.2K <0.01% -13 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 167 shares; 2024Q4: 167 shares; 2025Q1: not reported; 2025Q2: 247 shares; 2025Q3: 247 shares; 2025Q4: 122 shares 122 $31.9K <0.01% -125 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: 312 shares; 2024Q4: 364 shares; 2025Q1: 363 shares; 2025Q2: 373 shares; 2025Q3: 395 shares; 2025Q4: 415 shares 415 $31.8K <0.01% +20 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 655 shares; 2025Q3: 655 shares; 2025Q4: 623 shares 623 $30.8K <0.01% -32 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157 shares; 2024Q4: 157 shares; 2025Q1: 157 shares; 2025Q2: 157 shares; 2025Q3: 157 shares; 2025Q4: 158 shares 158 $30.8K <0.01% +1 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: 135 shares; 2024Q4: 535 shares; 2025Q1: 735 shares; 2025Q2: 1,557 shares; 2025Q3: 822 shares; 2025Q4: 835 shares 835 $30.8K <0.01% +13 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176 shares; 2024Q4: 176 shares; 2025Q1: 176 shares; 2025Q2: 176 shares; 2025Q3: 176 shares; 2025Q4: 177 shares 177 $30.7K <0.01% +1 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: 52 shares; 2024Q4: 52 shares; 2025Q1: 52 shares; 2025Q2: 53 shares; 2025Q3: 52 shares; 2025Q4: 54 shares 54 $30.6K <0.01% +2 Timeline TNC TENNANT CO More: the full row for TENNANT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 401 shares; 2025Q4: 403 shares 403 $29.7K <0.01% +2 Timeline DEMZ ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III 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: 695 shares 695 $29.6K <0.01% new Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 371 shares; 2024Q4: 371 shares; 2025Q1: 371 shares; 2025Q2: 328 shares; 2025Q3: 329 shares; 2025Q4: 330 shares 330 $29.5K <0.01% +1 Timeline TDIV 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: not reported; 2025Q1: not reported; 2025Q2: 300 shares; 2025Q3: 301 shares; 2025Q4: 302 shares 302 $29.3K <0.01% +1 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: 240 shares; 2024Q4: 241 shares; 2025Q1: 241 shares; 2025Q2: 241 shares; 2025Q3: 242 shares; 2025Q4: 238 shares 238 $29K <0.01% -4 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: not reported; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 297 shares; 2025Q4: 298 shares 298 $28.7K <0.01% +1 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: 600 shares; 2024Q4: 1,006 shares; 2025Q1: 1,297 shares; 2025Q2: 1,006 shares; 2025Q3: 1,045 shares; 2025Q4: 1,143 shares 1,143 $28.4K <0.01% +98 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 523 shares 523 $26.8K <0.01% new 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: 28 shares; 2024Q4: 28 shares; 2025Q1: 32 shares; 2025Q2: 28 shares; 2025Q3: 41 shares; 2025Q4: 41 shares 41 $26.8K <0.01% 0 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 737 shares; 2025Q3: 737 shares; 2025Q4: 737 shares 737 $26.7K <0.01% 0 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 295 shares; 2024Q4: 295 shares; 2025Q1: 295 shares; 2025Q2: 295 shares; 2025Q3: 298 shares; 2025Q4: 300 shares 300 $26.5K <0.01% +2 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 781 shares; 2025Q2: 1,112 shares; 2025Q3: 1,112 shares; 2025Q4: 1,112 shares 1,112 $26.3K <0.01% 0 Timeline EXAS EXACT SCIENCES CORP More: the full row for EXACT SCIENCES 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: 256 shares; 2025Q3: 256 shares; 2025Q4: 256 shares 256 $26K <0.01% 0 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares 700 $25.9K <0.01% 0 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR 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: 348 shares; 2025Q3: 218 shares; 2025Q4: 120 shares 120 $25.7K <0.01% -98 Timeline NWN NORTHWEST NAT HLDG CO More: the full row for NORTHWEST NAT HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 547 shares; 2024Q4: 528 shares; 2025Q1: 528 shares; 2025Q2: 528 shares; 2025Q3: 528 shares; 2025Q4: 533 shares 533 $24.9K <0.01% +5 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: 343 shares; 2024Q4: 343 shares; 2025Q1: 343 shares; 2025Q2: 293 shares; 2025Q3: 293 shares; 2025Q4: 293 shares 293 $23.9K <0.01% 0 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS 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: 174 shares; 2025Q3: 176 shares; 2025Q4: 127 shares 127 $22.8K <0.01% -49 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: 57 shares; 2024Q4: 57 shares; 2025Q1: 55 shares; 2025Q2: 51 shares; 2025Q3: 53 shares; 2025Q4: 51 shares 51 $21.9K <0.01% -2 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU 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: 1,100 shares; 2025Q3: 1,112 shares; 2025Q4: 1,130 shares 1,130 $21.7K <0.01% +18 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: 65 shares; 2025Q3: 65 shares; 2025Q4: 65 shares 65 $21.1K <0.01% 0 Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,471 shares 1,471 $20.8K <0.01% new Timeline KWR QUAKER HOUGHTON More: the full row for QUAKER HOUGHTON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 151 shares 151 $20.7K <0.01% +1 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 301 shares; 2024Q4: 301 shares; 2025Q1: 301 shares; 2025Q2: 301 shares; 2025Q3: 301 shares; 2025Q4: 304 shares 304 $20.5K <0.01% +3 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 111 shares; 2025Q2: 111 shares; 2025Q3: 111 shares; 2025Q4: 112 shares 112 $19.8K <0.01% +1 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,584 shares; 2025Q3: 1,517 shares; 2025Q4: 1,143 shares 1,143 $19.7K <0.01% -374 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 145 shares; 2025Q2: 141 shares; 2025Q3: 150 shares; 2025Q4: 156 shares 156 $19.2K <0.01% +6 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 90 shares; 2025Q1: 90 shares; 2025Q2: 90 shares; 2025Q3: 90 shares; 2025Q4: 90 shares 90 $19.1K <0.01% 0 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: 280 shares; 2024Q4: 280 shares; 2025Q1: 520 shares; 2025Q2: 65,528 shares; 2025Q3: 71,165 shares; 2025Q4: 600 shares 600 $17.9K <0.01% -70,565 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: 218 shares; 2024Q4: 235 shares; 2025Q1: 30 shares; 2025Q2: 22 shares; 2025Q3: 22 shares; 2025Q4: 29 shares 29 $16.6K <0.01% +7 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 175 shares; 2025Q2: 125 shares; 2025Q3: 126 shares; 2025Q4: 127 shares 127 $16.4K <0.01% +1 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120 shares; 2024Q4: 120 shares; 2025Q1: 120 shares; 2025Q2: 120 shares; 2025Q3: 120 shares; 2025Q4: 121 shares 121 $16.2K <0.01% +1 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: not reported; 2024Q4: 138 shares; 2025Q1: 138 shares; 2025Q2: 138 shares; 2025Q3: 138 shares; 2025Q4: 144 shares 144 $16.1K <0.01% +6 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33 shares; 2025Q3: 35 shares; 2025Q4: 33 shares 33 $15.7K <0.01% -2 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: 40 shares; 2024Q4: 40 shares; 2025Q1: 124 shares; 2025Q2: 124 shares; 2025Q3: 125 shares; 2025Q4: 137 shares 137 $15.4K <0.01% +12 Timeline FV 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: not reported; 2025Q1: not reported; 2025Q2: 240 shares; 2025Q3: 240 shares; 2025Q4: 241 shares 241 $15.2K <0.01% +1 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 398 shares; 2024Q4: 398 shares; 2025Q1: 398 shares; 2025Q2: 305 shares; 2025Q3: 305 shares; 2025Q4: 313 shares 313 $15.1K <0.01% +8 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 302 shares 302 $15K <0.01% new Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 108 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 179 shares 179 $14.5K <0.01% new Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 706 shares; 2025Q3: 616 shares; 2025Q4: 165 shares 165 $14.4K <0.01% -451 Timeline VT 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: 169 shares; 2024Q4: 170 shares; 2025Q1: 175 shares; 2025Q2: 101 shares; 2025Q3: 101 shares; 2025Q4: 102 shares 102 $14.4K <0.01% +1 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: 142 shares; 2024Q4: 140 shares; 2025Q1: 13 shares; 2025Q2: 13 shares; 2025Q3: 13 shares; 2025Q4: 90 shares 90 $13.8K <0.01% +77 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169 shares; 2024Q4: 169 shares; 2025Q1: 169 shares; 2025Q2: 169 shares; 2025Q3: 179 shares; 2025Q4: 169 shares 169 $13.3K <0.01% -10 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 59 shares; 2025Q2: 59 shares; 2025Q3: 59 shares; 2025Q4: 60 shares 60 $12.4K <0.01% +1 Timeline SCZ 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: 109 shares; 2025Q2: 102 shares; 2025Q3: 153 shares; 2025Q4: 155 shares 155 $12K <0.01% +2 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24 shares; 2025Q2: 49 shares; 2025Q3: 50 shares; 2025Q4: 49 shares 49 $12K <0.01% -1 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 218 shares; 2024Q4: 218 shares; 2025Q1: 218 shares; 2025Q2: 165 shares; 2025Q3: 166 shares; 2025Q4: 167 shares 167 $11.7K <0.01% +1 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 132 shares; 2025Q2: 132 shares; 2025Q3: 132 shares; 2025Q4: 133 shares 133 $11.6K <0.01% +1 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113 shares; 2024Q4: 113 shares; 2025Q1: 113 shares; 2025Q2: 87 shares; 2025Q3: 88 shares; 2025Q4: 88 shares 88 $11.5K <0.01% 0 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: 14 shares; 2024Q4: 14 shares; 2025Q1: 14 shares; 2025Q2: 14 shares; 2025Q3: 14 shares; 2025Q4: 14 shares 14 $11.1K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 284 shares; 2025Q2: 284 shares; 2025Q3: 284 shares; 2025Q4: 286 shares 286 $11K <0.01% +2 Timeline VITL VITAL FARMS INC More: the full row for VITAL FARMS 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: 475 shares; 2025Q3: 344 shares; 2025Q4: 344 shares 344 $11K <0.01% 0 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 19 shares; 2025Q1: 17 shares; 2025Q2: 24 shares; 2025Q3: 25 shares; 2025Q4: 35 shares 35 $10.9K <0.01% +10 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84 shares; 2024Q4: 85 shares; 2025Q1: 85 shares; 2025Q2: 85 shares; 2025Q3: 85 shares; 2025Q4: 86 shares 86 $10.8K <0.01% +1 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL 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: 22 shares; 2025Q2: 65 shares; 2025Q3: 65 shares; 2025Q4: 86 shares 86 $10.8K <0.01% +21 Timeline HIW HIGHWOODS PPTYS INC More: the full row for HIGHWOODS PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 399 shares; 2025Q1: 399 shares; 2025Q2: 399 shares; 2025Q3: 405 shares; 2025Q4: 413 shares 413 $10.7K <0.01% +8 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: not reported; 2024Q4: not reported; 2025Q1: 131 shares; 2025Q2: 131 shares; 2025Q3: 72 shares; 2025Q4: 74 shares 74 $10.6K <0.01% +2 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: 49 shares; 2024Q4: 49 shares; 2025Q1: 49 shares; 2025Q2: 49 shares; 2025Q3: 49 shares; 2025Q4: 49 shares 49 $10.5K <0.01% 0 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: 35 shares; 2024Q4: 3 shares; 2025Q1: not reported; 2025Q2: 23 shares; 2025Q3: 23 shares; 2025Q4: 77 shares 77 $10.5K <0.01% +54 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23 shares; 2024Q4: 25 shares; 2025Q1: 28 shares; 2025Q2: 26 shares; 2025Q3: 27 shares; 2025Q4: 35 shares 35 $10.4K <0.01% +8 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16 shares; 2024Q4: 16 shares; 2025Q1: 16 shares; 2025Q2: 16 shares; 2025Q3: 16 shares; 2025Q4: 20 shares 20 $10.2K <0.01% +4 Timeline ACWV 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: 142 shares; 2024Q4: 142 shares; 2025Q1: 142 shares; 2025Q2: 85 shares; 2025Q3: 85 shares; 2025Q4: 86 shares 86 $10.2K <0.01% +1 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 11 shares 11 $9.97K <0.01% +3 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 552 shares; 2025Q2: 552 shares; 2025Q3: 552 shares; 2025Q4: 207 shares 207 $9.9K <0.01% -345 Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares 50 $9.59K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 164 shares 164 $9.47K <0.01% new 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: 37 shares; 2024Q4: 36 shares; 2025Q1: 36 shares; 2025Q2: 38 shares; 2025Q3: 38 shares; 2025Q4: 47 shares 47 $9.47K <0.01% +9 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 466 shares; 2024Q4: 465 shares; 2025Q1: 74 shares; 2025Q2: 63 shares; 2025Q3: 69 shares; 2025Q4: 88 shares 88 $9.42K <0.01% +19 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares 200 $9.3K <0.01% 0 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36 shares; 2024Q4: 38 shares; 2025Q1: 32 shares; 2025Q2: 32 shares; 2025Q3: 39 shares; 2025Q4: 45 shares 45 $9.2K <0.01% +6 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11 shares; 2025Q1: 14 shares; 2025Q2: 20 shares; 2025Q3: 14 shares; 2025Q4: 26 shares 26 $9.18K <0.01% +12 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 68 shares; 2025Q3: 80 shares; 2025Q4: 104 shares 104 $9.09K <0.01% +24 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: not reported; 2024Q4: not reported; 2025Q1: 148 shares; 2025Q2: 248 shares; 2025Q3: 96 shares; 2025Q4: 97 shares 97 $9.07K <0.01% +1 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 95 shares; 2025Q2: 95 shares; 2025Q3: 99 shares; 2025Q4: 96 shares 96 $8.79K <0.01% -3 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22 shares; 2025Q3: 22 shares; 2025Q4: 26 shares 26 $8.78K <0.01% +4 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 23 shares; 2025Q3: 24 shares; 2025Q4: 36 shares 36 $8.75K <0.01% +12 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18 shares; 2025Q3: 18 shares; 2025Q4: 18 shares 18 $8.69K <0.01% 0 Timeline FNDC 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: 182 shares; 2024Q4: 187 shares; 2025Q1: 187 shares; 2025Q2: 188 shares; 2025Q3: 188 shares; 2025Q4: 194 shares 194 $8.66K <0.01% +6 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32 shares; 2024Q4: 33 shares; 2025Q1: 43 shares; 2025Q2: 81 shares; 2025Q3: 57 shares; 2025Q4: 104 shares 104 $8.53K <0.01% +47 Timeline AMG AFFILIATED MANAGERS GROUP More: the full row for AFFILIATED MANAGERS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39 shares; 2024Q4: 39 shares; 2025Q1: 39 shares; 2025Q2: 34 shares; 2025Q3: 34 shares; 2025Q4: 29 shares 29 $8.36K <0.01% -5 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 30 shares; 2025Q4: 30 shares 30 $8.26K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9 shares; 2025Q3: 9 shares; 2025Q4: 10 shares 10 $8.2K <0.01% +1 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26 shares; 2024Q4: 26 shares; 2025Q1: 31 shares; 2025Q2: 22 shares; 2025Q3: 26 shares; 2025Q4: 47 shares 47 $8.19K <0.01% +21 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: not reported; 2024Q4: not reported; 2025Q1: 21 shares; 2025Q2: 50 shares; 2025Q3: 53 shares; 2025Q4: 50 shares 50 $8.14K <0.01% -3 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 75 shares; 2025Q1: 82 shares; 2025Q2: 104 shares; 2025Q3: 97 shares; 2025Q4: 88 shares 88 $8.09K <0.01% -9 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: not reported; 2024Q4: 169 shares; 2025Q1: 101 shares; 2025Q2: 206 shares; 2025Q3: 239 shares; 2025Q4: 359 shares 359 $8K <0.01% +120 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: 75 shares; 2024Q4: 75 shares; 2025Q1: 131 shares; 2025Q2: 75 shares; 2025Q3: 76 shares; 2025Q4: 77 shares 77 $7.87K <0.01% +1 Timeline PIPR PIPER SANDLER COS More: the full row for PIPER SANDLER COS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: 1 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23 shares 23 $7.81K <0.01% new Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32 shares; 2024Q4: 32 shares; 2025Q1: 32 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 28 shares 28 $7.73K <0.01% +8 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26 shares; 2024Q4: 29 shares; 2025Q1: 19 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32 shares 32 $7.69K <0.01% new Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16 shares; 2024Q4: 17 shares; 2025Q1: 17 shares; 2025Q2: 21 shares; 2025Q3: 22 shares; 2025Q4: 30 shares 30 $7.68K <0.01% +8 Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 240 shares; 2024Q4: 240 shares; 2025Q1: 240 shares; 2025Q2: 240 shares; 2025Q3: 240 shares; 2025Q4: 243 shares 243 $7.65K <0.01% +3 Timeline ENS ENERSYS More: the full row for ENERSYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 46 shares; 2025Q1: 49 shares; 2025Q2: 13 shares; 2025Q3: 38 shares; 2025Q4: 52 shares 52 $7.63K <0.01% +14 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS 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: 12 shares; 2025Q2: 45 shares; 2025Q3: 45 shares; 2025Q4: 46 shares 46 $7.63K <0.01% +1 Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 978 shares; 2024Q4: 978 shares; 2025Q1: 1,478 shares; 2025Q2: 978 shares; 2025Q3: 978 shares; 2025Q4: 978 shares 978 $7.6K <0.01% 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: 42 shares; 2024Q4: 35 shares; 2025Q1: 34 shares; 2025Q2: 34 shares; 2025Q3: 35 shares; 2025Q4: 33 shares 33 $7.51K <0.01% -2 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 86 shares; 2025Q3: 86 shares; 2025Q4: 86 shares 86 $7.5K <0.01% 0 Timeline AVT AVNET INC More: the full row for AVNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104 shares; 2024Q4: 103 shares; 2025Q1: 143 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 156 shares 156 $7.5K <0.01% +56 Timeline SLAB SILICON LABORATORIES INC More: the full row for SILICON LABORATORIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39 shares; 2024Q4: 51 shares; 2025Q1: 55 shares; 2025Q2: 37 shares; 2025Q3: 36 shares; 2025Q4: 57 shares 57 $7.45K <0.01% +21 Timeline TY TRI CONTL CORP More: the full row for TRI CONTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 211 shares; 2024Q4: 211 shares; 2025Q1: 211 shares; 2025Q2: 211 shares; 2025Q3: 213 shares; 2025Q4: 228 shares 228 $7.44K <0.01% +15 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: 2,032 shares; 2024Q4: 2,184 shares; 2025Q1: 145 shares; 2025Q2: 145 shares; 2025Q3: 145 shares; 2025Q4: 146 shares 146 $7.39K <0.01% +1 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57 shares; 2024Q4: 57 shares; 2025Q1: 57 shares; 2025Q2: 57 shares; 2025Q3: 57 shares; 2025Q4: 57 shares 57 $7.27K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 15 shares; 2025Q2: 79 shares; 2025Q3: 172 shares; 2025Q4: 137 shares 137 $7.24K <0.01% -35 Timeline QTWO Q2 HLDGS INC More: the full row for Q2 HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100 shares 100 $7.22K <0.01% new Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108 shares; 2024Q4: 108 shares; 2025Q1: 108 shares; 2025Q2: 108 shares; 2025Q3: 111 shares; 2025Q4: 108 shares 108 $7.17K <0.01% -3 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 562 shares; 2024Q4: 562 shares; 2025Q1: 562 shares; 2025Q2: 583 shares; 2025Q3: 636 shares; 2025Q4: 575 shares 575 $7.16K <0.01% -61 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: 26 shares; 2024Q4: 26 shares; 2025Q1: 26 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32 shares 32 $7.14K <0.01% new Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 103 shares 103 $6.92K <0.01% new Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 146 shares 146 $6.83K <0.01% new Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49 shares; 2024Q4: 46 shares; 2025Q1: 49 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 57 shares 57 $6.75K <0.01% new Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 98 shares 98 $6.62K <0.01% +23 Timeline GHC GRAHAM HLDGS CO More: the full row for GRAHAM HLDGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 5 shares; 2025Q3: 4 shares; 2025Q4: 6 shares 6 $6.59K <0.01% +2 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 102 shares; 2025Q3: 205 shares; 2025Q4: 103 shares 103 $6.59K <0.01% -102 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21 shares; 2025Q2: 21 shares; 2025Q3: 21 shares; 2025Q4: 21 shares 21 $6.58K <0.01% 0 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI 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: 27 shares; 2025Q3: 27 shares; 2025Q4: 27 shares 27 $6.56K <0.01% 0 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS 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: 35 shares; 2025Q2: 35 shares; 2025Q3: 35 shares; 2025Q4: 35 shares 35 $6.5K <0.01% 0 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: 211 shares; 2024Q4: 211 shares; 2025Q1: 211 shares; 2025Q2: 211 shares; 2025Q3: 211 shares; 2025Q4: 211 shares 211 $6.44K <0.01% 0 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 155 shares; 2025Q3: 155 shares; 2025Q4: 158 shares 158 $6.44K <0.01% +3 Timeline DLB DOLBY LABORATORIES INC More: the full row for DOLBY LABORATORIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 53 shares; 2025Q3: 53 shares; 2025Q4: 100 shares 100 $6.42K <0.01% +47 Timeline CPRT COPART INC More: the full row for COPART 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: 122 shares; 2025Q3: 137 shares; 2025Q4: 159 shares 159 $6.22K <0.01% +22 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 103 shares; 2025Q2: 103 shares; 2025Q3: 103 shares; 2025Q4: 103 shares 103 $6.22K <0.01% 0 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58 shares; 2024Q4: 58 shares; 2025Q1: 58 shares; 2025Q2: 58 shares; 2025Q3: 59 shares; 2025Q4: 59 shares 59 $6.15K <0.01% 0 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11 shares; 2024Q4: 12 shares; 2025Q1: 11 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9 shares 9 $6.09K <0.01% new Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12 shares; 2025Q1: 22 shares; 2025Q2: 15 shares; 2025Q3: 17 shares; 2025Q4: 30 shares 30 $6.03K <0.01% +13 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9 shares; 2024Q4: 9 shares; 2025Q1: 9 shares; 2025Q2: 9 shares; 2025Q3: 9 shares; 2025Q4: 10 shares 10 $5.74K <0.01% +1 Timeline PCOR PROCORE TECHNOLOGIES INC More: the full row for PROCORE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 77 shares 77 $5.6K <0.01% new Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19 shares; 2024Q4: 19 shares; 2025Q1: 19 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25 shares 25 $5.58K <0.01% new Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19 shares; 2024Q4: 22 shares; 2025Q1: 32 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27 shares 27 $5.49K <0.01% new Timeline VECO VEECO INSTRS INC DEL More: the full row for VEECO INSTRS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 138 shares; 2025Q3: 138 shares; 2025Q4: 189 shares 189 $5.4K <0.01% +51 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS 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: 32 shares 32 $5.32K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28 shares; 2025Q3: 28 shares; 2025Q4: 28 shares 28 $5.29K <0.01% 0 Timeline NTCT NETSCOUT SYS INC More: the full row for NETSCOUT SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 105 shares; 2025Q1: 90 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 192 shares 192 $5.2K <0.01% new Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 142 shares; 2025Q2: 142 shares; 2025Q3: 126 shares; 2025Q4: 112 shares 112 $5.19K <0.01% -14 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78 shares; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: 41 shares; 2025Q3: 55 shares; 2025Q4: 63 shares 63 $5.17K <0.01% +8 Timeline FLUT FLUTTER ENTMT PLC More: the full row for FLUTTER ENTMT 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: 12 shares; 2025Q3: 12 shares; 2025Q4: 24 shares 24 $5.16K <0.01% +12 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41 shares 41 $5K <0.01% new Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 74 shares 74 $4.96K <0.01% new Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: 17 shares; 2025Q1: 18 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 20 shares 20 $4.82K <0.01% 0 Timeline DT DYNATRACE INC More: the full row for DYNATRACE 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: 111 shares 111 $4.81K <0.01% new Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54 shares; 2024Q4: 54 shares; 2025Q1: 207 shares; 2025Q2: 54 shares; 2025Q3: 59 shares; 2025Q4: 54 shares 54 $4.8K <0.01% -5 Timeline IPGP IPG PHOTONICS CORP More: the full row for IPG PHOTONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 67 shares 67 $4.8K <0.01% new Timeline SXT SENSIENT TECHNOLOGIES CORP More: the full row for SENSIENT TECHNOLOGIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 55 shares; 2025Q1: 43 shares; 2025Q2: 53 shares; 2025Q3: 59 shares; 2025Q4: 51 shares 51 $4.79K <0.01% -8 Timeline BGC BGC GROUP INC More: the full row for BGC GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 260 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 525 shares 525 $4.69K <0.01% new Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 44 shares; 2025Q1: 44 shares; 2025Q2: 209 shares; 2025Q3: 44 shares; 2025Q4: 44 shares 44 $4.42K <0.01% 0 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 9 shares 9 $4.37K <0.01% +3 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 3 shares 3 $4.18K <0.01% 0 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145 shares; 2024Q4: 145 shares; 2025Q1: 145 shares; 2025Q2: 145 shares; 2025Q3: 145 shares; 2025Q4: 145 shares 145 $4.18K <0.01% 0 Timeline ACLS AXCELIS TECHNOLOGIES INC More: the full row for AXCELIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 52 shares 52 $4.18K <0.01% new Timeline ATEN A10 NETWORKS INC More: the full row for A10 NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 229 shares 229 $4.05K <0.01% new Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI 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: 28 shares 28 $4.03K <0.01% new Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7 shares 7 $3.93K <0.01% new Timeline STEP STEPSTONE GROUP INC More: the full row for STEPSTONE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 61 shares 61 $3.92K <0.01% new Timeline OKTA OKTA INC More: the full row for OKTA 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: 45 shares 45 $3.89K <0.01% new Timeline REYN REYNOLDS CONSUMER PRODS INC More: the full row for REYNOLDS CONSUMER PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 79 shares; 2025Q3: 100 shares; 2025Q4: 164 shares 164 $3.76K <0.01% +64 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21 shares 21 $3.66K <0.01% new Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 6 shares 6 $3.63K <0.01% 0 Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 91 shares 91 $3.52K <0.01% new Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71 shares; 2024Q4: 33 shares; 2025Q1: 33 shares; 2025Q2: 33 shares; 2025Q3: 58 shares; 2025Q4: 34 shares 34 $3.29K <0.01% -24 Timeline AYI ACUITY INC More: the full row for ACUITY 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: 9 shares; 2025Q2: 9 shares; 2025Q3: 9 shares; 2025Q4: 9 shares 9 $3.24K <0.01% 0 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8 shares 8 $3.18K <0.01% new Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 601 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 97 shares 97 $3.11K <0.01% new Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS 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: 9 shares 9 $3.04K <0.01% new Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24 shares; 2024Q4: 24 shares; 2025Q1: 41 shares; 2025Q2: 47 shares; 2025Q3: 47 shares; 2025Q4: 17 shares 17 $2.98K <0.01% -30 Timeline BOX BOX INC More: the full row for BOX 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: 96 shares 96 $2.87K <0.01% new Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38 shares; 2024Q4: 44 shares; 2025Q1: 44 shares; 2025Q2: 68 shares; 2025Q3: 76 shares; 2025Q4: 36 shares 36 $2.87K <0.01% -40 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28 shares 28 $2.81K <0.01% 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: 14 shares; 2024Q4: 14 shares; 2025Q1: 14 shares; 2025Q2: 14 shares; 2025Q3: 14 shares; 2025Q4: 14 shares 14 $2.8K <0.01% 0 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8 shares; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 8 shares 8 $2.71K <0.01% 0 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE 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: 40 shares; 2025Q3: 80 shares; 2025Q4: 41 shares 41 $2.42K <0.01% -39 Timeline VNO VORNADO RLTY TR More: the full row for VORNADO RLTY 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: 71 shares; 2025Q2: 71 shares; 2025Q3: 71 shares; 2025Q4: 73 shares 73 $2.42K <0.01% +2 Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares 100 $2.23K <0.01% 0 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares 1 $2.15K <0.01% 0 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS 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: 48 shares 48 $2.1K <0.01% new Timeline INSM INSMED INC More: the full row for INSMED 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: 12 shares 12 $2.09K <0.01% new 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: 42 shares 42 $2.04K <0.01% new Timeline U UNITY SOFTWARE INC More: the full row for UNITY SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46 shares; 2024Q4: 46 shares; 2025Q1: 46 shares; 2025Q2: 46 shares; 2025Q3: 46 shares; 2025Q4: 46 shares 46 $2.03K <0.01% 0 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: 7 shares 7 $2.01K <0.01% 0 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: 16 shares; 2024Q4: 16 shares; 2025Q1: 29 shares; 2025Q2: 4 shares; 2025Q3: 5 shares; 2025Q4: 4 shares 4 $1.96K <0.01% -1 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA 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: 7 shares; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: 7 shares 7 $1.82K <0.01% 0 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13 shares; 2025Q4: 13 shares 13 $1.76K <0.01% 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: not reported; 2024Q4: 100 shares; 2025Q1: 218 shares; 2025Q2: not reported; 2025Q3: 15 shares; 2025Q4: 15 shares 15 $1.75K <0.01% 0 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares 5 $1.7K <0.01% 0 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 38 shares; 2025Q3: 29 shares; 2025Q4: 19 shares 19 $1.53K <0.01% -10 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: not reported; 2025Q3: not reported; 2025Q4: 21 shares 21 $1.51K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 55 shares; 2025Q4: 55 shares 55 $1.4K <0.01% 0 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32 shares; 2025Q1: 19 shares; 2025Q2: 23 shares; 2025Q3: 37 shares; 2025Q4: 14 shares 14 $1.4K <0.01% -23 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10 shares; 2025Q3: 13 shares; 2025Q4: 6 shares 6 $1.37K <0.01% -7 Timeline ROAD CONSTRUCTION PARTNERS INC More: the full row for CONSTRUCTION PARTNERS 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: 30 shares; 2025Q2: 30 shares; 2025Q3: 12 shares; 2025Q4: 12 shares 12 $1.3K <0.01% 0 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 71 shares; 2025Q4: 71 shares 71 $1.24K <0.01% 0 Timeline ULS UL SOLUTIONS INC More: the full row for UL SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15 shares 15 $1.18K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18 shares; 2025Q4: 18 shares 18 $1.02K <0.01% 0 Timeline NVAX NOVAVAX INC More: the full row for NOVAVAX 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: 146 shares; 2025Q3: 146 shares; 2025Q4: 146 shares 146 $982 <0.01% 0 Timeline IEF 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: 10 shares 10 $965 <0.01% new Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125 shares; 2024Q4: 125 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3 shares; 2025Q4: 9 shares 9 $900 <0.01% +6 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: not reported; 2024Q4: not reported; 2025Q1: 14 shares; 2025Q2: not reported; 2025Q3: 3 shares; 2025Q4: 3 shares 3 $881 <0.01% 0 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: 655 shares; 2024Q4: 656 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3 shares; 2025Q4: 3 shares 3 $857 <0.01% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4 shares; 2025Q4: 4 shares 4 $821 <0.01% 0 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 45 shares; 2025Q1: 45 shares; 2025Q2: 45 shares; 2025Q3: 45 shares; 2025Q4: 46 shares 46 $745 <0.01% +1 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 200 shares; 2025Q2: 6,762 shares; 2025Q3: 3,942 shares; 2025Q4: 55 shares 55 $722 <0.01% -3,887 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2 shares 2 $576 <0.01% new Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 15 shares 15 $570 <0.01% +3 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 12 shares 12 $535 <0.01% -113 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3 shares; 2025Q4: 3 shares 3 $517 <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6 shares 6 $479 <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10 shares 10 $451 <0.01% new Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2 shares; 2025Q1: 13 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 2 shares 2 $446 <0.01% -13 Timeline BLD TOPBUILD COR More: the full row for TOPBUILD COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 10 shares; 2025Q1: 7 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 1 shares 1 $418 <0.01% -3 Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21 shares; 2025Q3: 21 shares; 2025Q4: 2 shares 2 $401 <0.01% -19 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 6 shares; 2025Q1: 115 shares; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 6 shares 6 $381 <0.01% 0 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14 shares 14 $374 <0.01% new Timeline PI IMPINJ INC More: the full row for IMPINJ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9 shares; 2025Q1: 21 shares; 2025Q2: 4 shares; 2025Q3: 2 shares; 2025Q4: 2 shares 2 $349 <0.01% 0 Timeline VWOB 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5 shares 5 $338 <0.01% new Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 144 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares 10 $278 <0.01% 0 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8 shares 8 $276 <0.01% new Timeline COLM COLUMBIA SPORTSWEAR CO More: the full row for COLUMBIA SPORTSWEAR 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: 5 shares 5 $276 <0.01% new Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS 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 shares 3 $184 <0.01% new Timeline EMBC EMBECTA CORP More: the full row for EMBECTA 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: 13 shares; 2025Q3: 13 shares; 2025Q4: 13 shares 13 $158 <0.01% 0 Timeline UA UNDER ARMOUR INC More: the full row for UNDER ARMOUR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20 shares 20 $96 <0.01% new Timeline PRESIDIO PPTY TR INC PRESIDIO PPTY TR INC More: the full row for PRESIDIO PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,805 shares; 2025Q2: 1,805 shares; 2025Q3: 1,805 shares; 2025Q4: 1,805 shares 1,805 $55 <0.01% 0 BRISTOL-MYERS SQUIBB CO BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 6 shares 6 $1 <0.01% 0