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: 946,902 shares; 2024Q4: 1,051,105 shares; 2025Q1: 1,154,594 shares; 2025Q2: 1,175,676 shares; 2025Q3: 1,208,988 shares; 2025Q4: 1,235,021 shares 1,235,021 $846M 12.3% +26,033 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: 3,761,723 shares; 2024Q4: 3,160,511 shares; 2025Q1: 3,245,675 shares; 2025Q2: 4,076,309 shares; 2025Q3: 4,843,951 shares; 2025Q4: 5,246,982 shares 5,246,982 $469M 6.83% +403,031 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: 1,174,768 shares; 2024Q4: 1,285,929 shares; 2025Q1: 1,333,979 shares; 2025Q2: 1,287,041 shares; 2025Q3: 1,579,252 shares; 2025Q4: 1,584,128 shares 1,584,128 $295M 4.3% +4,876 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: 533,877 shares; 2024Q4: 547,159 shares; 2025Q1: 529,351 shares; 2025Q2: 510,895 shares; 2025Q3: 595,004 shares; 2025Q4: 602,426 shares 602,426 $291M 4.24% +7,422 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: 915,523 shares; 2024Q4: 942,749 shares; 2025Q1: 927,659 shares; 2025Q2: 886,371 shares; 2025Q3: 878,872 shares; 2025Q4: 923,525 shares 923,525 $251M 3.65% +44,653 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: 574,989 shares; 2024Q4: 577,651 shares; 2025Q1: 564,748 shares; 2025Q2: 570,913 shares; 2025Q3: 637,873 shares; 2025Q4: 638,394 shares 638,394 $200M 2.91% +521 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: 578,271 shares; 2024Q4: 529,664 shares; 2025Q1: 516,595 shares; 2025Q2: 516,633 shares; 2025Q3: 472,808 shares; 2025Q4: 438,868 shares 438,868 $152M 2.21% -33,940 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: 538,919 shares; 2024Q4: 534,170 shares; 2025Q1: 546,377 shares; 2025Q2: 553,016 shares; 2025Q3: 628,083 shares; 2025Q4: 641,385 shares 641,385 $148M 2.15% +13,302 Timeline ESGD 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: 1,228,228 shares; 2024Q4: 1,024,276 shares; 2025Q1: 1,006,200 shares; 2025Q2: 1,261,024 shares; 2025Q3: 1,331,282 shares; 2025Q4: 1,322,352 shares 1,322,352 $126M 1.83% -8,930 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,039,210 shares; 2024Q4: 1,823,546 shares; 2025Q1: 1,899,363 shares; 2025Q2: 1,947,142 shares; 2025Q3: 2,155,487 shares; 2025Q4: 2,322,870 shares 2,322,870 $123M 1.79% +167,383 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: 337,194 shares; 2024Q4: 339,022 shares; 2025Q1: 334,143 shares; 2025Q2: 330,730 shares; 2025Q3: 325,448 shares; 2025Q4: 334,968 shares 334,968 $108M 1.57% +9,520 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,170,085 shares; 2024Q4: 2,634,865 shares; 2025Q1: 2,596,666 shares; 2025Q2: 1,552,763 shares; 2025Q3: 1,635,815 shares; 2025Q4: 1,602,356 shares 1,602,356 $106M 1.54% -33,459 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: 203,606 shares; 2024Q4: 220,217 shares; 2025Q1: 224,120 shares; 2025Q2: 229,803 shares; 2025Q3: 270,471 shares; 2025Q4: 273,101 shares 273,101 $95.8M 1.39% +2,630 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 454,267 shares; 2024Q4: 705,873 shares; 2025Q1: 740,606 shares; 2025Q2: 808,808 shares; 2025Q3: 862,244 shares; 2025Q4: 914,329 shares 914,329 $93.6M 1.36% +52,085 Timeline FLOT 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: 1,083,611 shares; 2024Q4: 1,148,745 shares; 2025Q1: 1,182,988 shares; 2025Q2: 1,215,366 shares; 2025Q3: 1,614,802 shares; 2025Q4: 1,726,768 shares 1,726,768 $87.8M 1.28% +111,966 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: 471,389 shares; 2025Q1: 476,212 shares; 2025Q2: 471,681 shares; 2025Q3: 496,854 shares; 2025Q4: 484,829 shares 484,829 $83M 1.21% -12,025 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: 256,284 shares; 2024Q4: 157,819 shares; 2025Q1: 154,474 shares; 2025Q2: 155,566 shares; 2025Q3: 260,083 shares; 2025Q4: 246,822 shares 246,822 $77.5M 1.13% -13,261 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: 200,819 shares; 2024Q4: 536,612 shares; 2025Q1: 602,598 shares; 2025Q2: 636,783 shares; 2025Q3: 729,897 shares; 2025Q4: 815,237 shares 815,237 $68.3M 0.99% +85,340 Timeline SPTS 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: 854,749 shares; 2024Q4: 1,232,305 shares; 2025Q1: 1,388,547 shares; 2025Q2: 1,835,886 shares; 2025Q3: 2,035,594 shares; 2025Q4: 2,236,214 shares 2,236,214 $65.5M 0.95% +200,620 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,870,112 shares; 2024Q4: 1,851,744 shares; 2025Q1: 1,271,642 shares; 2025Q2: 1,231,071 shares; 2025Q3: 1,209,694 shares; 2025Q4: 1,119,775 shares 1,119,775 $63.6M 0.93% -89,919 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: 30,894 shares; 2024Q4: 33,775 shares; 2025Q1: 45,654 shares; 2025Q2: 51,201 shares; 2025Q3: 88,880 shares; 2025Q4: 93,194 shares 93,194 $61.5M 0.89% +4,314 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: 39,310 shares; 2024Q4: 35,440 shares; 2025Q1: 35,768 shares; 2025Q2: 26,367 shares; 2025Q3: 53,814 shares; 2025Q4: 56,285 shares 56,285 $60.5M 0.88% +2,471 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: 382,351 shares; 2024Q4: 388,438 shares; 2025Q1: 402,377 shares; 2025Q2: 403,223 shares; 2025Q3: 383,960 shares; 2025Q4: 392,251 shares 392,251 $60.3M 0.88% +8,291 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,028 shares; 2025Q3: 83,491 shares; 2025Q4: 82,063 shares 82,063 $55.3M 0.8% -1,428 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: 82,338 shares; 2024Q4: 77,636 shares; 2025Q1: 74,586 shares; 2025Q2: 76,605 shares; 2025Q3: 78,054 shares; 2025Q4: 77,433 shares 77,433 $52.8M 0.77% -621 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: 65,613 shares; 2024Q4: 64,824 shares; 2025Q1: 61,168 shares; 2025Q2: 61,140 shares; 2025Q3: 60,652 shares; 2025Q4: 61,125 shares 61,125 $52.7M 0.77% +473 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: 143,461 shares; 2024Q4: 143,493 shares; 2025Q1: 157,170 shares; 2025Q2: 159,781 shares; 2025Q3: 151,245 shares; 2025Q4: 152,799 shares 152,799 $51.2M 0.74% +1,554 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: 1,049,164 shares; 2024Q4: 619,386 shares; 2025Q1: 659,753 shares; 2025Q2: 640,114 shares; 2025Q3: 690,528 shares; 2025Q4: 739,175 shares 739,175 $44.3M 0.64% +48,647 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: 416,139 shares; 2024Q4: 426,505 shares; 2025Q1: 425,424 shares; 2025Q2: 422,432 shares; 2025Q3: 415,597 shares; 2025Q4: 739,736 shares 739,736 $40.7M 0.59% +324,139 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: 172,681 shares; 2024Q4: 176,222 shares; 2025Q1: 178,780 shares; 2025Q2: 181,354 shares; 2025Q3: 180,304 shares; 2025Q4: 189,611 shares 189,611 $40.2M 0.58% +9,307 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: 12,133 shares; 2024Q4: 13,468 shares; 2025Q1: 12,611 shares; 2025Q2: 20,428 shares; 2025Q3: 42,534 shares; 2025Q4: 411,653 shares 411,653 $38.6M 0.56% +369,119 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,447 shares; 2024Q4: 2,451 shares; 2025Q1: 30,667 shares; 2025Q2: 42,023 shares; 2025Q3: 42,070 shares; 2025Q4: 44,139 shares 44,139 $36.2M 0.53% +2,069 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: 147,692 shares; 2024Q4: 148,164 shares; 2025Q1: 148,466 shares; 2025Q2: 144,755 shares; 2025Q3: 143,994 shares; 2025Q4: 154,079 shares 154,079 $35.2M 0.51% +10,085 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: 6,674 shares; 2024Q4: 6,594 shares; 2025Q1: 6,504 shares; 2025Q2: 11,197 shares; 2025Q3: 88,493 shares; 2025Q4: 122,831 shares 122,831 $35.1M 0.51% +34,338 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,062 shares; 2024Q4: 5,217 shares; 2025Q1: 5,534 shares; 2025Q2: 5,575 shares; 2025Q3: 7,234 shares; 2025Q4: 6,344 shares 6,344 $34M 0.49% -890 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: 84,500 shares; 2024Q4: 75,271 shares; 2025Q1: 75,566 shares; 2025Q2: 77,318 shares; 2025Q3: 98,131 shares; 2025Q4: 98,490 shares 98,490 $33.9M 0.49% +359 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 305,314 shares; 2024Q4: 286,180 shares; 2025Q1: 237,531 shares; 2025Q2: 232,138 shares; 2025Q3: 239,770 shares; 2025Q4: 230,245 shares 230,245 $33.3M 0.48% -9,525 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: 380,903 shares; 2024Q4: 327,418 shares; 2025Q1: 332,774 shares; 2025Q2: 329,155 shares; 2025Q3: 328,157 shares; 2025Q4: 329,431 shares 329,431 $32.9M 0.48% +1,274 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: 126,639 shares; 2024Q4: 118,157 shares; 2025Q1: 118,491 shares; 2025Q2: 80,871 shares; 2025Q3: 81,904 shares; 2025Q4: 101,528 shares 101,528 $32.3M 0.47% +19,624 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,238 shares; 2024Q4: 4,239 shares; 2025Q1: 4,239 shares; 2025Q2: 99,473 shares; 2025Q3: 336,059 shares; 2025Q4: 335,228 shares 335,228 $32M 0.46% -831 Timeline JMST 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: 141,133 shares; 2024Q4: 218,190 shares; 2025Q1: 237,217 shares; 2025Q2: 394,192 shares; 2025Q3: 573,411 shares; 2025Q4: 617,884 shares 617,884 $31.5M 0.46% +44,473 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: 41,053 shares; 2024Q4: 163,330 shares; 2025Q1: 167,318 shares; 2025Q2: 169,325 shares; 2025Q3: 165,126 shares; 2025Q4: 170,296 shares 170,296 $31.4M 0.46% +5,170 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: 73,553 shares; 2024Q4: 76,125 shares; 2025Q1: 88,629 shares; 2025Q2: 71,102 shares; 2025Q3: 77,898 shares; 2025Q4: 176,282 shares 176,282 $31.3M 0.46% +98,384 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: 237,315 shares; 2024Q4: 293,574 shares; 2025Q1: 306,575 shares; 2025Q2: 317,563 shares; 2025Q3: 323,502 shares; 2025Q4: 335,558 shares 335,558 $30.8M 0.45% +12,056 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: 164,230 shares; 2024Q4: 169,881 shares; 2025Q1: 165,024 shares; 2025Q2: 163,874 shares; 2025Q3: 166,996 shares; 2025Q4: 171,246 shares 171,246 $29.8M 0.43% +4,250 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,006 shares; 2024Q4: 149,352 shares; 2025Q1: 148,940 shares; 2025Q2: 151,294 shares; 2025Q3: 153,572 shares; 2025Q4: 145,894 shares 145,894 $29.6M 0.43% -7,678 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: 38,771 shares; 2024Q4: 92,137 shares; 2025Q1: 104,147 shares; 2025Q2: 106,062 shares; 2025Q3: 107,386 shares; 2025Q4: 83,041 shares 83,041 $29.2M 0.42% -24,345 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: 418,075 shares; 2024Q4: 377,877 shares; 2025Q1: 374,264 shares; 2025Q2: 375,128 shares; 2025Q3: 367,879 shares; 2025Q4: 361,346 shares 361,346 $29M 0.42% -6,533 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: 41,458 shares; 2024Q4: 40,675 shares; 2025Q1: 42,877 shares; 2025Q2: 42,667 shares; 2025Q3: 44,879 shares; 2025Q4: 46,432 shares 46,432 $28.5M 0.41% +1,553 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: 22,807 shares; 2024Q4: 23,415 shares; 2025Q1: 24,570 shares; 2025Q2: 27,825 shares; 2025Q3: 48,401 shares; 2025Q4: 49,181 shares 49,181 $28.1M 0.41% +780 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: 153,568 shares; 2024Q4: 159,375 shares; 2025Q1: 154,496 shares; 2025Q2: 151,275 shares; 2025Q3: 176,742 shares; 2025Q4: 401,133 shares 401,133 $28M 0.41% +224,391 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: 112,342 shares; 2024Q4: 110,570 shares; 2025Q1: 106,156 shares; 2025Q2: 94,210 shares; 2025Q3: 91,826 shares; 2025Q4: 116,260 shares 116,260 $28M 0.41% +24,434 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: 63,243 shares; 2024Q4: 60,255 shares; 2025Q1: 59,364 shares; 2025Q2: 95,358 shares; 2025Q3: 103,108 shares; 2025Q4: 94,298 shares 94,298 $27.9M 0.41% -8,810 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: 125,696 shares; 2024Q4: 126,651 shares; 2025Q1: 127,078 shares; 2025Q2: 125,276 shares; 2025Q3: 121,364 shares; 2025Q4: 117,641 shares 117,641 $27.2M 0.4% -3,723 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,542 shares; 2024Q4: 272,888 shares; 2025Q1: 299,782 shares; 2025Q2: 302,543 shares; 2025Q3: 304,929 shares; 2025Q4: 258,721 shares 258,721 $24.7M 0.36% -46,208 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: 299,929 shares; 2024Q4: 240,064 shares; 2025Q1: 244,444 shares; 2025Q2: 246,446 shares; 2025Q3: 245,408 shares; 2025Q4: 241,177 shares 241,177 $23.2M 0.34% -4,231 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: 295,089 shares; 2024Q4: 221,837 shares; 2025Q1: 232,399 shares; 2025Q2: 214,947 shares; 2025Q3: 214,383 shares; 2025Q4: 210,300 shares 210,300 $22.1M 0.32% -4,083 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,408 shares; 2024Q4: 51,924 shares; 2025Q1: 95,399 shares; 2025Q2: 98,132 shares; 2025Q3: 98,580 shares; 2025Q4: 137,524 shares 137,524 $22.1M 0.32% +38,944 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: 63,411 shares; 2024Q4: 63,068 shares; 2025Q1: 71,556 shares; 2025Q2: 71,173 shares; 2025Q3: 70,616 shares; 2025Q4: 72,346 shares 72,346 $22M 0.32% +1,730 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 115,009 shares; 2025Q1: 68,609 shares; 2025Q2: 59,184 shares; 2025Q3: 124,533 shares; 2025Q4: 167,330 shares 167,330 $21.9M 0.32% +42,797 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,801 shares; 2024Q4: 79,564 shares; 2025Q1: 81,320 shares; 2025Q2: 83,233 shares; 2025Q3: 80,754 shares; 2025Q4: 80,890 shares 80,890 $21M 0.31% +136 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: 840 shares; 2024Q4: not reported; 2025Q1: 85,580 shares; 2025Q2: 449,958 shares; 2025Q3: 514,296 shares; 2025Q4: 545,708 shares 545,708 $20.9M 0.3% +31,412 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 339,141 shares; 2025Q3: 513,390 shares; 2025Q4: 264,690 shares 264,690 $20M 0.29% -248,700 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: 134,499 shares; 2024Q4: 135,048 shares; 2025Q1: 137,174 shares; 2025Q2: 129,478 shares; 2025Q3: 138,144 shares; 2025Q4: 150,313 shares 150,313 $19.9M 0.29% +12,169 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: 366,372 shares; 2024Q4: 355,412 shares; 2025Q1: 305,477 shares; 2025Q2: 314,721 shares; 2025Q3: 309,535 shares; 2025Q4: 304,104 shares 304,104 $19M 0.28% -5,431 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,015 shares; 2024Q4: 110,721 shares; 2025Q1: 125,735 shares; 2025Q2: 125,868 shares; 2025Q3: 124,151 shares; 2025Q4: 126,592 shares 126,592 $18.9M 0.27% +2,441 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: 213,769 shares; 2024Q4: 217,418 shares; 2025Q1: 218,028 shares; 2025Q2: 215,820 shares; 2025Q3: 167,968 shares; 2025Q4: 100,309 shares 100,309 $18.6M 0.27% -67,659 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: 281,576 shares; 2024Q4: 234,159 shares; 2025Q1: 255,096 shares; 2025Q2: 166,856 shares; 2025Q3: 176,226 shares; 2025Q4: 189,895 shares 189,895 $18.3M 0.27% +13,669 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: 73,195 shares; 2024Q4: 58,326 shares; 2025Q1: 56,705 shares; 2025Q2: 53,080 shares; 2025Q3: 54,124 shares; 2025Q4: 55,293 shares 55,293 $18.1M 0.26% +1,169 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: 56,952 shares; 2024Q4: 41,054 shares; 2025Q1: 35,655 shares; 2025Q2: 28,724 shares; 2025Q3: 31,456 shares; 2025Q4: 30,779 shares 30,779 $17.8M 0.26% -677 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,119 shares; 2024Q4: 8,216 shares; 2025Q1: 8,367 shares; 2025Q2: 138,034 shares; 2025Q3: 188,773 shares; 2025Q4: 194,874 shares 194,874 $17.8M 0.26% +6,101 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: 15,496 shares; 2025Q1: 15,625 shares; 2025Q2: 15,581 shares; 2025Q3: 16,320 shares; 2025Q4: 16,529 shares 16,529 $17.7M 0.26% +209 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: 90,487 shares; 2024Q4: 79,981 shares; 2025Q1: 95,730 shares; 2025Q2: 81,867 shares; 2025Q3: 77,988 shares; 2025Q4: 66,655 shares 66,655 $17.7M 0.26% -11,333 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200,408 shares; 2024Q4: 196,457 shares; 2025Q1: 199,127 shares; 2025Q2: 199,344 shares; 2025Q3: 226,406 shares; 2025Q4: 163,464 shares 163,464 $17.5M 0.26% -62,942 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: 9,302 shares; 2024Q4: 31,443 shares; 2025Q1: 36,496 shares; 2025Q2: 37,741 shares; 2025Q3: 34,676 shares; 2025Q4: 36,791 shares 36,791 $16.7M 0.24% +2,115 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: 22,021 shares; 2024Q4: 132,616 shares; 2025Q1: 140,708 shares; 2025Q2: 160,178 shares; 2025Q3: 128,818 shares; 2025Q4: 122,556 shares 122,556 $16.6M 0.24% -6,262 Timeline EFAX 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: 250,034 shares; 2024Q4: 240,166 shares; 2025Q1: 248,458 shares; 2025Q2: 276,775 shares; 2025Q3: 301,758 shares; 2025Q4: 318,662 shares 318,662 $16.1M 0.23% +16,904 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: 165,320 shares; 2024Q4: 168,367 shares; 2025Q1: 170,253 shares; 2025Q2: 187,726 shares; 2025Q3: 187,168 shares; 2025Q4: 200,972 shares 200,972 $15.9M 0.23% +13,804 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: 54,474 shares; 2024Q4: 56,879 shares; 2025Q1: 57,704 shares; 2025Q2: 56,935 shares; 2025Q3: 59,612 shares; 2025Q4: 58,468 shares 58,468 $15.9M 0.23% -1,144 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: 79,579 shares; 2024Q4: 49,255 shares; 2025Q1: 50,200 shares; 2025Q2: 50,003 shares; 2025Q3: 62,275 shares; 2025Q4: 60,960 shares 60,960 $15.7M 0.23% -1,315 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 311,348 shares; 2024Q4: 249,397 shares; 2025Q1: 226,359 shares; 2025Q2: 295,471 shares; 2025Q3: 211,530 shares; 2025Q4: 199,797 shares 199,797 $15.4M 0.22% -11,733 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: 198,566 shares; 2024Q4: 95,773 shares; 2025Q1: 97,811 shares; 2025Q2: 91,408 shares; 2025Q3: 100,960 shares; 2025Q4: 99,028 shares 99,028 $15.1M 0.22% -1,932 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: 48,352 shares; 2024Q4: 49,040 shares; 2025Q1: 49,091 shares; 2025Q2: 48,561 shares; 2025Q3: 48,137 shares; 2025Q4: 46,434 shares 46,434 $15M 0.22% -1,703 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: 12,421 shares; 2024Q4: 7,586 shares; 2025Q1: 16,077 shares; 2025Q2: 16,576 shares; 2025Q3: 16,867 shares; 2025Q4: 17,115 shares 17,115 $15M 0.22% +248 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: 153,103 shares; 2024Q4: 166,939 shares; 2025Q1: 158,367 shares; 2025Q2: 155,604 shares; 2025Q3: 96,836 shares; 2025Q4: 103,507 shares 103,507 $14.8M 0.22% +6,671 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 224,128 shares; 2024Q4: 222,118 shares; 2025Q1: 231,044 shares; 2025Q2: 245,793 shares; 2025Q3: 244,381 shares; 2025Q4: 246,324 shares 246,324 $14.8M 0.22% +1,943 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,500 shares; 2024Q4: 5,140 shares; 2025Q1: 7,481 shares; 2025Q2: 7,479 shares; 2025Q3: 6,080 shares; 2025Q4: 32,581 shares 32,581 $14.7M 0.21% +26,501 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: 115,052 shares; 2024Q4: 111,004 shares; 2025Q1: 83,019 shares; 2025Q2: 86,020 shares; 2025Q3: 77,962 shares; 2025Q4: 76,428 shares 76,428 $14.6M 0.21% -1,534 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: 63,777 shares; 2024Q4: 64,586 shares; 2025Q1: 76,482 shares; 2025Q2: 76,123 shares; 2025Q3: 76,991 shares; 2025Q4: 81,865 shares 81,865 $14.3M 0.21% +4,874 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177,438 shares; 2024Q4: 180,586 shares; 2025Q1: 75,664 shares; 2025Q2: 69,540 shares; 2025Q3: 67,426 shares; 2025Q4: 68,801 shares 68,801 $14.1M 0.21% +1,375 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: 183,981 shares; 2024Q4: 99,771 shares; 2025Q1: 84,995 shares; 2025Q2: 74,995 shares; 2025Q3: 65,207 shares; 2025Q4: 67,276 shares 67,276 $13.9M 0.2% +2,069 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: 120,355 shares; 2024Q4: 125,523 shares; 2025Q1: 125,371 shares; 2025Q2: 111,111 shares; 2025Q3: 110,070 shares; 2025Q4: 108,948 shares 108,948 $13.7M 0.2% -1,122 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: 70,064 shares; 2024Q4: 76,883 shares; 2025Q1: 75,923 shares; 2025Q2: 75,709 shares; 2025Q3: 74,189 shares; 2025Q4: 72,309 shares 72,309 $13.3M 0.19% -1,880 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: 4,607 shares; 2024Q4: 4,781 shares; 2025Q1: 4,776 shares; 2025Q2: 49,874 shares; 2025Q3: 81,185 shares; 2025Q4: 72,035 shares 72,035 $13.3M 0.19% -9,150 Timeline TRVI TREVI THERAPEUTICS INC More: the full row for TREVI THERAPEUTICS 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: 86,952 shares; 2025Q3: 1,048,102 shares; 2025Q4: 1,053,427 shares 1,053,427 $13.2M 0.19% +5,325 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: 184,798 shares; 2024Q4: 179,876 shares; 2025Q1: 173,920 shares; 2025Q2: 164,627 shares; 2025Q3: 160,289 shares; 2025Q4: 150,139 shares 150,139 $13.1M 0.19% -10,150 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: 5,282 shares; 2024Q4: 5,772 shares; 2025Q1: 30,371 shares; 2025Q2: 60,102 shares; 2025Q3: 63,497 shares; 2025Q4: 105,740 shares 105,740 $13M 0.19% +42,243 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,281 shares; 2024Q4: 122,584 shares; 2025Q1: 116,645 shares; 2025Q2: 114,320 shares; 2025Q3: 115,487 shares; 2025Q4: 118,892 shares 118,892 $12.7M 0.18% +3,405 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: 28,006 shares; 2024Q4: 28,499 shares; 2025Q1: 28,198 shares; 2025Q2: 27,070 shares; 2025Q3: 26,897 shares; 2025Q4: 26,662 shares 26,662 $12.6M 0.18% -235 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: 24,852 shares; 2024Q4: 23,319 shares; 2025Q1: 24,917 shares; 2025Q2: 25,530 shares; 2025Q3: 25,473 shares; 2025Q4: 24,904 shares 24,904 $12.5M 0.18% -569 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: 61,294 shares; 2024Q4: 60,421 shares; 2025Q1: 60,645 shares; 2025Q2: 62,792 shares; 2025Q3: 59,095 shares; 2025Q4: 56,445 shares 56,445 $12.4M 0.18% -2,650 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: 45,252 shares; 2024Q4: 58,266 shares; 2025Q1: 64,073 shares; 2025Q2: 61,832 shares; 2025Q3: 69,149 shares; 2025Q4: 69,895 shares 69,895 $12M 0.17% +746 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: 147,019 shares; 2024Q4: 141,898 shares; 2025Q1: 146,294 shares; 2025Q2: 155,233 shares; 2025Q3: 155,559 shares; 2025Q4: 119,336 shares 119,336 $11.9M 0.17% -36,223 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,469 shares; 2024Q4: 56,614 shares; 2025Q1: 81,203 shares; 2025Q2: 83,307 shares; 2025Q3: 84,459 shares; 2025Q4: 61,075 shares 61,075 $11.9M 0.17% -23,384 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: 93,225 shares; 2024Q4: 109,816 shares; 2025Q1: 81,394 shares; 2025Q2: 86,484 shares; 2025Q3: 88,772 shares; 2025Q4: 96,026 shares 96,026 $11.6M 0.17% +7,254 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: 1,038 shares; 2024Q4: 1,128 shares; 2025Q1: 1,167 shares; 2025Q2: 1,108 shares; 2025Q3: 1,094 shares; 2025Q4: 13,061 shares 13,061 $11.5M 0.17% +11,967 Timeline PJT PJT PARTNERS INC More: the full row for PJT PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,997 shares; 2025Q3: 68,155 shares; 2025Q4: 68,485 shares 68,485 $11.5M 0.17% +330 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 86,206 shares; 2025Q4: 463,899 shares 463,899 $11.3M 0.16% +377,693 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: 13,250 shares; 2024Q4: 14,064 shares; 2025Q1: 17,488 shares; 2025Q2: 17,221 shares; 2025Q3: 16,812 shares; 2025Q4: 17,965 shares 17,965 $11.3M 0.16% +1,153 Timeline XJH 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: 257,674 shares; 2025Q4: 252,076 shares 252,076 $11.3M 0.16% -5,598 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,178 shares; 2024Q4: 145,758 shares; 2025Q1: 222,079 shares; 2025Q2: 122,168 shares; 2025Q3: 186,301 shares; 2025Q4: 203,601 shares 203,601 $11M 0.16% +17,300 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: 38,321 shares; 2024Q4: 42,225 shares; 2025Q1: 25,697 shares; 2025Q2: 20,519 shares; 2025Q3: 166,134 shares; 2025Q4: 294,542 shares 294,542 $10.9M 0.16% +128,408 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: 5,960 shares; 2024Q4: 6,926 shares; 2025Q1: 69,332 shares; 2025Q2: 72,171 shares; 2025Q3: 80,806 shares; 2025Q4: 116,402 shares 116,402 $10.8M 0.16% +35,596 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: 15,665 shares; 2024Q4: 4,058 shares; 2025Q1: 3,947 shares; 2025Q2: 3,796 shares; 2025Q3: 8,684 shares; 2025Q4: 8,895 shares 8,895 $10.8M 0.16% +211 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: 14,607 shares; 2024Q4: 14,718 shares; 2025Q1: 42,253 shares; 2025Q2: 54,991 shares; 2025Q3: 41,864 shares; 2025Q4: 44,150 shares 44,150 $10.7M 0.16% +2,286 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: 55,431 shares; 2024Q4: 55,236 shares; 2025Q1: 69,262 shares; 2025Q2: 73,934 shares; 2025Q3: 111,081 shares; 2025Q4: 130,858 shares 130,858 $10.6M 0.15% +19,777 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: 15,728 shares; 2024Q4: 16,328 shares; 2025Q1: 16,523 shares; 2025Q2: 16,253 shares; 2025Q3: 16,581 shares; 2025Q4: 18,246 shares 18,246 $10.5M 0.15% +1,665 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: 16,771 shares; 2024Q4: 16,594 shares; 2025Q1: 16,235 shares; 2025Q2: 15,709 shares; 2025Q3: 15,476 shares; 2025Q4: 15,420 shares 15,420 $10.4M 0.15% -56 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: 72,384 shares; 2024Q4: 70,588 shares; 2025Q1: 60,065 shares; 2025Q2: 59,551 shares; 2025Q3: 59,245 shares; 2025Q4: 93,146 shares 93,146 $10.4M 0.15% +33,901 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: 67,488 shares; 2024Q4: 63,668 shares; 2025Q1: 57,317 shares; 2025Q2: 41,752 shares; 2025Q3: 42,603 shares; 2025Q4: 41,695 shares 41,695 $10.3M 0.15% -908 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: 36,884 shares; 2024Q4: 39,286 shares; 2025Q1: 37,044 shares; 2025Q2: 37,578 shares; 2025Q3: 37,101 shares; 2025Q4: 33,176 shares 33,176 $10.1M 0.15% -3,925 Timeline SHY 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: 173,033 shares; 2024Q4: 169,515 shares; 2025Q1: 160,715 shares; 2025Q2: 155,565 shares; 2025Q3: 144,909 shares; 2025Q4: 121,887 shares 121,887 $10.1M 0.15% -23,022 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: 259,546 shares; 2024Q4: 239,853 shares; 2025Q1: 249,638 shares; 2025Q2: 247,469 shares; 2025Q3: 241,264 shares; 2025Q4: 235,296 shares 235,296 $9.58M 0.14% -5,968 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: 377,277 shares; 2024Q4: 378,584 shares; 2025Q1: 383,109 shares; 2025Q2: 370,847 shares; 2025Q3: 391,542 shares; 2025Q4: 377,376 shares 377,376 $9.52M 0.14% -14,166 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,709 shares; 2024Q4: 23,043 shares; 2025Q1: 23,241 shares; 2025Q2: 24,188 shares; 2025Q3: 24,679 shares; 2025Q4: 24,674 shares 24,674 $9.46M 0.14% -5 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: 19,434 shares; 2024Q4: 20,229 shares; 2025Q1: 21,964 shares; 2025Q2: 22,249 shares; 2025Q3: 22,584 shares; 2025Q4: 23,837 shares 23,837 $9.28M 0.13% +1,253 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: 11,687 shares; 2024Q4: 4,599 shares; 2025Q1: 4,884 shares; 2025Q2: 4,889 shares; 2025Q3: 34,312 shares; 2025Q4: 29,678 shares 29,678 $9.28M 0.13% -4,634 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: 14,980 shares; 2024Q4: 13,994 shares; 2025Q1: 6,017 shares; 2025Q2: 6,011 shares; 2025Q3: 5,931 shares; 2025Q4: 13,953 shares 13,953 $9.24M 0.13% +8,022 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: 2,001,441 shares; 2024Q4: 1,343,677 shares; 2025Q1: 1,314,736 shares; 2025Q2: 583,378 shares; 2025Q3: 208,439 shares; 2025Q4: 200,910 shares 200,910 $9.24M 0.13% -7,529 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,607 shares 14,607 $8.94M 0.13% new Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,311 shares; 2025Q1: 13,343 shares; 2025Q2: 13,939 shares; 2025Q3: 83,514 shares; 2025Q4: 39,454 shares 39,454 $8.92M 0.13% -44,060 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: 80,238 shares; 2024Q4: 79,915 shares; 2025Q1: 48,324 shares; 2025Q2: 64,144 shares; 2025Q3: 91,290 shares; 2025Q4: 44,642 shares 44,642 $8.7M 0.13% -46,648 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: 129,126 shares; 2024Q4: 121,460 shares; 2025Q1: 169,480 shares; 2025Q2: 180,767 shares; 2025Q3: 175,740 shares; 2025Q4: 167,985 shares 167,985 $8.53M 0.12% -7,755 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: 56,104 shares; 2024Q4: 47,916 shares; 2025Q1: 45,796 shares; 2025Q2: 44,701 shares; 2025Q3: 42,306 shares; 2025Q4: 41,577 shares 41,577 $8.11M 0.12% -729 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: 125,652 shares; 2024Q4: 127,350 shares; 2025Q1: 127,341 shares; 2025Q2: 73,128 shares; 2025Q3: 72,254 shares; 2025Q4: 70,998 shares 70,998 $8.08M 0.12% -1,256 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,510 shares; 2024Q4: 8,696 shares; 2025Q1: 13,009 shares; 2025Q2: 12,754 shares; 2025Q3: 11,111 shares; 2025Q4: 10,614 shares 10,614 $8M 0.12% -497 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,677 shares; 2024Q4: 34,285 shares; 2025Q1: 36,935 shares; 2025Q2: 30,837 shares; 2025Q3: 33,965 shares; 2025Q4: 33,965 shares 33,965 $7.73M 0.11% 0 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: 14,145 shares; 2024Q4: 13,874 shares; 2025Q1: 1,590 shares; 2025Q2: 2,061 shares; 2025Q3: 7,115 shares; 2025Q4: 7,211 shares 7,211 $7.71M 0.11% +96 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: 91,143 shares; 2024Q4: 92,002 shares; 2025Q1: 101,927 shares; 2025Q2: 101,161 shares; 2025Q3: 99,725 shares; 2025Q4: 24,677 shares 24,677 $7.7M 0.11% -75,048 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: 42,028 shares; 2024Q4: 35,257 shares; 2025Q1: 41,825 shares; 2025Q2: 47,523 shares; 2025Q3: 46,660 shares; 2025Q4: 58,637 shares 58,637 $7.49M 0.11% +11,977 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: 117,157 shares; 2024Q4: 380,916 shares; 2025Q1: 407,230 shares; 2025Q2: 516,357 shares; 2025Q3: 559,758 shares; 2025Q4: 270,198 shares 270,198 $7.27M 0.11% -289,560 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,518 shares; 2024Q4: 201,329 shares; 2025Q1: 211,193 shares; 2025Q2: 187,515 shares; 2025Q3: 121,701 shares; 2025Q4: 145,634 shares 145,634 $7.26M 0.11% +23,933 Timeline LQD 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: 44,627 shares; 2024Q4: 47,247 shares; 2025Q1: 52,873 shares; 2025Q2: 54,115 shares; 2025Q3: 60,348 shares; 2025Q4: 65,794 shares 65,794 $7.25M 0.11% +5,446 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: 42,487 shares; 2024Q4: 29,187 shares; 2025Q1: 29,068 shares; 2025Q2: 28,411 shares; 2025Q3: 28,329 shares; 2025Q4: 27,809 shares 27,809 $7.15M 0.1% -520 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,510 shares; 2024Q4: 113,533 shares; 2025Q1: 92,391 shares; 2025Q2: 74,172 shares; 2025Q3: 64,526 shares; 2025Q4: 65,620 shares 65,620 $7.03M 0.1% +1,094 Timeline WK WORKIVA INC More: the full row for WORKIVA 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: 80,491 shares; 2025Q4: 81,391 shares 81,391 $7.02M 0.1% +900 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,684 shares; 2024Q4: 24,596 shares; 2025Q1: 177,326 shares; 2025Q2: 121,142 shares; 2025Q3: 121,335 shares; 2025Q4: 138,879 shares 138,879 $7.02M 0.1% +17,544 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,527 shares; 2024Q4: 64,393 shares; 2025Q1: 60,005 shares; 2025Q2: 59,065 shares; 2025Q3: 56,629 shares; 2025Q4: 49,960 shares 49,960 $6.8M 0.1% -6,669 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,769 shares; 2024Q4: 35,280 shares; 2025Q1: 36,276 shares; 2025Q2: 49,959 shares; 2025Q3: 49,868 shares; 2025Q4: 29,005 shares 29,005 $6.78M 0.1% -20,863 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: 12,821 shares; 2024Q4: 33,728 shares; 2025Q1: 28,771 shares; 2025Q2: 37,026 shares; 2025Q3: 37,026 shares; 2025Q4: 49,665 shares 49,665 $6.76M 0.1% +12,639 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,696 shares; 2024Q4: 45,286 shares; 2025Q1: 57,937 shares; 2025Q2: 57,340 shares; 2025Q3: 56,727 shares; 2025Q4: 66,297 shares 66,297 $6.76M 0.1% +9,570 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: 176,935 shares; 2024Q4: 212,330 shares; 2025Q1: 217,504 shares; 2025Q2: 217,694 shares; 2025Q3: 233,574 shares; 2025Q4: 225,418 shares 225,418 $6.74M 0.1% -8,156 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,425 shares; 2024Q4: 9,377 shares; 2025Q1: 10,058 shares; 2025Q2: 10,114 shares; 2025Q3: 30,051 shares; 2025Q4: 30,951 shares 30,951 $6.61M 0.1% +900 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,389 shares; 2024Q4: 4,158 shares; 2025Q1: 30,670 shares; 2025Q2: 32,821 shares; 2025Q3: 32,115 shares; 2025Q4: 31,689 shares 31,689 $6.6M 0.1% -426 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 65,809 shares; 2025Q4: 89,620 shares 89,620 $6.55M 0.1% +23,811 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: 109,622 shares; 2024Q4: 120,293 shares; 2025Q1: 118,394 shares; 2025Q2: 104,912 shares; 2025Q3: 25,169 shares; 2025Q4: 23,928 shares 23,928 $6.42M 0.09% -1,241 Timeline FWONK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,918 shares; 2025Q3: 64,387 shares; 2025Q4: 64,832 shares 64,832 $6.39M 0.09% +445 Timeline EXC EXELON CORP More: the full row for EXELON 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: 130,778 shares; 2025Q2: 142,520 shares; 2025Q3: 141,166 shares; 2025Q4: 144,555 shares 144,555 $6.3M 0.09% +3,389 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: 12,300 shares; 2024Q4: 7,135 shares; 2025Q1: 7,057 shares; 2025Q2: 6,797 shares; 2025Q3: 14,061 shares; 2025Q4: 16,630 shares 16,630 $6.15M 0.09% +2,569 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,142 shares; 2024Q4: 6,262 shares; 2025Q1: 73,823 shares; 2025Q2: 68,654 shares; 2025Q3: 49,357 shares; 2025Q4: 41,061 shares 41,061 $6.11M 0.09% -8,296 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,053 shares; 2024Q4: 136,043 shares; 2025Q1: 133,758 shares; 2025Q2: 131,546 shares; 2025Q3: 132,074 shares; 2025Q4: 133,893 shares 133,893 $6.1M 0.09% +1,819 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,454 shares; 2024Q4: 47,508 shares; 2025Q1: 47,387 shares; 2025Q2: 47,103 shares; 2025Q3: 45,578 shares; 2025Q4: 44,161 shares 44,161 $6.09M 0.09% -1,417 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 45,416 shares; 2025Q2: 160,205 shares; 2025Q3: 118,690 shares; 2025Q4: 55,956 shares 55,956 $5.79M 0.08% -62,734 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,482 shares; 2024Q4: 11,596 shares; 2025Q1: 10,654 shares; 2025Q2: 9,714 shares; 2025Q3: 9,386 shares; 2025Q4: 34,151 shares 34,151 $5.56M 0.08% +24,765 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: 99,238 shares; 2024Q4: 90,533 shares; 2025Q1: 89,174 shares; 2025Q2: 58,619 shares; 2025Q3: 53,531 shares; 2025Q4: 50,318 shares 50,318 $5.51M 0.08% -3,213 Timeline ITRI ITRON INC More: the full row for ITRON 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: 17,751 shares; 2025Q3: 31,009 shares; 2025Q4: 57,383 shares 57,383 $5.33M 0.08% +26,374 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: 10,073 shares; 2024Q4: 9,716 shares; 2025Q1: 10,077 shares; 2025Q2: 9,309 shares; 2025Q3: 8,912 shares; 2025Q4: 8,654 shares 8,654 $5.22M 0.08% -258 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 48,324 shares; 2025Q1: 53,505 shares; 2025Q2: 2,527 shares; 2025Q3: 31,109 shares; 2025Q4: 32,739 shares 32,739 $5.21M 0.08% +1,630 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,958 shares; 2024Q4: 8,868 shares; 2025Q1: 8,879 shares; 2025Q2: 10,339 shares; 2025Q3: 11,327 shares; 2025Q4: 14,996 shares 14,996 $5.17M 0.08% +3,669 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG 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: 130,925 shares; 2025Q3: 122,650 shares; 2025Q4: 117,102 shares 117,102 $5.1M 0.07% -5,548 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: 75,786 shares 75,786 $4.96M 0.07% new Timeline SUSC 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: 147,826 shares; 2024Q4: 186,408 shares; 2025Q1: 192,489 shares; 2025Q2: 193,177 shares; 2025Q3: 207,589 shares; 2025Q4: 210,156 shares 210,156 $4.91M 0.07% +2,567 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: 126,551 shares; 2024Q4: 132,457 shares; 2025Q1: 133,716 shares; 2025Q2: 131,887 shares; 2025Q3: 57,340 shares; 2025Q4: 43,010 shares 43,010 $4.82M 0.07% -14,330 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,881 shares; 2024Q4: 27,675 shares; 2025Q1: 19,788 shares; 2025Q2: 19,979 shares; 2025Q3: 19,892 shares; 2025Q4: 46,484 shares 46,484 $4.78M 0.07% +26,592 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: 116,593 shares; 2024Q4: 111,911 shares; 2025Q1: 109,625 shares; 2025Q2: 106,985 shares; 2025Q3: 90,839 shares; 2025Q4: 32,605 shares 32,605 $4.68M 0.07% -58,234 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 166,915 shares; 2024Q4: 173,979 shares; 2025Q1: 245,728 shares; 2025Q2: 232,191 shares; 2025Q3: 80,284 shares; 2025Q4: 74,768 shares 74,768 $4.67M 0.07% -5,516 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: 28,801 shares; 2024Q4: 10,179 shares; 2025Q1: 9,741 shares; 2025Q2: 9,033 shares; 2025Q3: 8,749 shares; 2025Q4: 9,405 shares 9,405 $4.55M 0.07% +656 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: 18,479 shares; 2024Q4: 11,718 shares; 2025Q1: 11,624 shares; 2025Q2: 9,169 shares; 2025Q3: 8,549 shares; 2025Q4: 8,702 shares 8,702 $4.44M 0.06% +153 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,555 shares; 2024Q4: 11,139 shares; 2025Q1: 8,472 shares; 2025Q2: 8,199 shares; 2025Q3: 8,084 shares; 2025Q4: 30,316 shares 30,316 $4.36M 0.06% +22,232 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: 4,836 shares; 2025Q1: 6,306 shares; 2025Q2: 14,752 shares; 2025Q3: 16,836 shares; 2025Q4: 15,847 shares 15,847 $4.36M 0.06% -989 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: 72,899 shares; 2024Q4: 77,329 shares; 2025Q1: 72,819 shares; 2025Q2: 74,757 shares; 2025Q3: 75,130 shares; 2025Q4: 75,694 shares 75,694 $4.25M 0.06% +564 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: 10,609 shares; 2024Q4: 10,683 shares; 2025Q1: 10,244 shares; 2025Q2: 10,175 shares; 2025Q3: 10,285 shares; 2025Q4: 10,685 shares 10,685 $4.23M 0.06% +400 Timeline GTLS CHART INDS INC More: the full row for CHART INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,098 shares; 2024Q4: 17,206 shares; 2025Q1: 17,887 shares; 2025Q2: 17,854 shares; 2025Q3: 17,272 shares; 2025Q4: 20,226 shares 20,226 $4.17M 0.06% +2,954 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 61,104 shares; 2025Q2: 70,278 shares; 2025Q3: 69,330 shares; 2025Q4: 61,237 shares 61,237 $4.07M 0.06% -8,093 Timeline AIRR 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: 25,007 shares; 2025Q2: 97,533 shares; 2025Q3: 73,328 shares; 2025Q4: 41,135 shares 41,135 $4.04M 0.06% -32,193 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,932 shares; 2024Q4: 16,437 shares; 2025Q1: 1,411 shares; 2025Q2: 1,432 shares; 2025Q3: 9,893 shares; 2025Q4: 11,404 shares 11,404 $4.03M 0.06% +1,511 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: 8,345 shares; 2024Q4: 8,377 shares; 2025Q1: 9,817 shares; 2025Q2: 9,422 shares; 2025Q3: 9,369 shares; 2025Q4: 13,607 shares 13,607 $3.95M 0.06% +4,238 Timeline CWEN CLEARWAY ENERGY INC More: the full row for CLEARWAY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,417 shares; 2024Q4: 13,555 shares; 2025Q1: 12,953 shares; 2025Q2: 18,086 shares; 2025Q3: 18,086 shares; 2025Q4: 117,168 shares 117,168 $3.9M 0.06% +99,082 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: 10,650 shares; 2024Q4: 10,789 shares; 2025Q1: 9,824 shares; 2025Q2: 10,320 shares; 2025Q3: 10,254 shares; 2025Q4: 12,568 shares 12,568 $3.87M 0.06% +2,314 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: 62,943 shares; 2024Q4: 12,277 shares; 2025Q1: 13,577 shares; 2025Q2: 13,579 shares; 2025Q3: 13,589 shares; 2025Q4: 13,221 shares 13,221 $3.82M 0.06% -368 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: 17,773 shares; 2024Q4: 21,123 shares; 2025Q1: 21,904 shares; 2025Q2: 22,148 shares; 2025Q3: 22,455 shares; 2025Q4: 8,824 shares 8,824 $3.76M 0.05% -13,631 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: 82,186 shares; 2024Q4: 71,601 shares; 2025Q1: 67,951 shares; 2025Q2: 63,077 shares; 2025Q3: 51,645 shares; 2025Q4: 47,188 shares 47,188 $3.76M 0.05% -4,457 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: 3,143 shares; 2024Q4: 2,929 shares; 2025Q1: 26,545 shares; 2025Q2: 30,278 shares; 2025Q3: 27,588 shares; 2025Q4: 19,987 shares 19,987 $3.76M 0.05% -7,601 Timeline EMLP 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: 84,919 shares; 2025Q2: 272,850 shares; 2025Q3: 205,988 shares; 2025Q4: 98,510 shares 98,510 $3.73M 0.05% -107,478 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,698 shares; 2024Q4: 9,435 shares; 2025Q1: 9,794 shares; 2025Q2: 15,673 shares; 2025Q3: 13,686 shares; 2025Q4: 13,660 shares 13,660 $3.73M 0.05% -26 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: 1,782 shares; 2024Q4: 1,562 shares; 2025Q1: 9,420 shares; 2025Q2: 10,850 shares; 2025Q3: 10,948 shares; 2025Q4: 10,814 shares 10,814 $3.64M 0.05% -134 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: 143,231 shares; 2024Q4: 151,774 shares; 2025Q1: 141,683 shares; 2025Q2: 137,542 shares; 2025Q3: 142,768 shares; 2025Q4: 145,748 shares 145,748 $3.62M 0.05% +2,980 Timeline CLIP GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,878 shares; 2024Q4: 61,125 shares; 2025Q1: 62,608 shares; 2025Q2: 2,935 shares; 2025Q3: 3,882 shares; 2025Q4: 35,653 shares 35,653 $3.57M 0.05% +31,771 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: 30,953 shares; 2024Q4: 30,695 shares; 2025Q1: 18,435 shares; 2025Q2: 13,541 shares; 2025Q3: 12,471 shares; 2025Q4: 12,113 shares 12,113 $3.56M 0.05% -358 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 128,152 shares; 2025Q2: 443,719 shares; 2025Q3: 304,737 shares; 2025Q4: 108,656 shares 108,656 $3.54M 0.05% -196,081 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: 36,852 shares; 2024Q4: 13,457 shares; 2025Q1: 13,967 shares; 2025Q2: 14,072 shares; 2025Q3: 13,971 shares; 2025Q4: 13,713 shares 13,713 $3.38M 0.05% -258 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 434,315 shares; 2024Q4: 395,146 shares; 2025Q1: 373,971 shares; 2025Q2: 35,755 shares; 2025Q3: 33,004 shares; 2025Q4: 27,949 shares 27,949 $3.36M 0.05% -5,055 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: 9,264 shares; 2025Q4: 20,063 shares 20,063 $3.34M 0.05% +10,799 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: 33,141 shares; 2024Q4: 36,876 shares; 2025Q1: 15,803 shares; 2025Q2: 15,103 shares; 2025Q3: 16,962 shares; 2025Q4: 15,322 shares 15,322 $3.28M 0.05% -1,640 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: 21,932 shares; 2024Q4: 19,048 shares; 2025Q1: 18,286 shares; 2025Q2: 16,788 shares; 2025Q3: 13,874 shares; 2025Q4: 14,195 shares 14,195 $3.25M 0.05% +321 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: 20,756 shares; 2024Q4: 16,680 shares; 2025Q1: 16,066 shares; 2025Q2: 14,629 shares; 2025Q3: 13,102 shares; 2025Q4: 13,008 shares 13,008 $3.21M 0.05% -94 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: 5,406 shares; 2024Q4: 5,603 shares; 2025Q1: 7,007 shares; 2025Q2: 6,363 shares; 2025Q3: 6,691 shares; 2025Q4: 6,427 shares 6,427 $3.14M 0.05% -264 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: 34,737 shares; 2024Q4: 28,238 shares; 2025Q1: 29,443 shares; 2025Q2: 29,742 shares; 2025Q3: 26,015 shares; 2025Q4: 23,660 shares 23,660 $3.09M 0.04% -2,355 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: 17,669 shares; 2024Q4: 38,407 shares; 2025Q1: 39,119 shares; 2025Q2: 41,149 shares; 2025Q3: 37,762 shares; 2025Q4: 41,778 shares 41,778 $3.08M 0.04% +4,016 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,968 shares; 2024Q4: 15,917 shares; 2025Q1: 16,617 shares; 2025Q2: 13,216 shares; 2025Q3: 11,943 shares; 2025Q4: 11,165 shares 11,165 $3.07M 0.04% -778 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: 46,166 shares; 2024Q4: 46,291 shares; 2025Q1: 45,362 shares; 2025Q2: 28,526 shares; 2025Q3: 26,090 shares; 2025Q4: 18,859 shares 18,859 $3.05M 0.04% -7,231 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED 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: 153,666 shares; 2025Q3: 157,204 shares; 2025Q4: 167,601 shares 167,601 $3.05M 0.04% +10,397 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: 23,789 shares; 2024Q4: 23,185 shares; 2025Q1: 20,405 shares; 2025Q2: 19,786 shares; 2025Q3: 19,248 shares; 2025Q4: 17,471 shares 17,471 $3.03M 0.04% -1,777 Timeline KRE 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: 72,401 shares; 2024Q4: 70,026 shares; 2025Q1: 65,376 shares; 2025Q2: 62,226 shares; 2025Q3: 49,876 shares; 2025Q4: 46,276 shares 46,276 $3M 0.04% -3,600 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: 15,547 shares; 2024Q4: 15,733 shares; 2025Q1: 16,371 shares; 2025Q2: 16,222 shares; 2025Q3: 16,036 shares; 2025Q4: 15,090 shares 15,090 $3M 0.04% -946 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: 11,024 shares; 2024Q4: 10,080 shares; 2025Q1: 11,075 shares; 2025Q2: 14,557 shares; 2025Q3: 14,269 shares; 2025Q4: 13,988 shares 13,988 $2.94M 0.04% -281 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,865 shares; 2024Q4: 36,885 shares; 2025Q1: 35,060 shares; 2025Q2: 28,794 shares; 2025Q3: 19,661 shares; 2025Q4: 18,021 shares 18,021 $2.91M 0.04% -1,640 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,649 shares; 2024Q4: 65,036 shares; 2025Q1: 58,759 shares; 2025Q2: 63,144 shares; 2025Q3: 62,914 shares; 2025Q4: 63,914 shares 63,914 $2.9M 0.04% +1,000 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: 14,837 shares; 2024Q4: 14,794 shares; 2025Q1: 13,966 shares; 2025Q2: 13,629 shares; 2025Q3: 13,674 shares; 2025Q4: 13,912 shares 13,912 $2.9M 0.04% +238 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,513 shares; 2024Q4: 7,511 shares; 2025Q1: 7,507 shares; 2025Q2: 7,445 shares; 2025Q3: 7,401 shares; 2025Q4: 7,356 shares 7,356 $2.85M 0.04% -45 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,457 shares; 2024Q4: 31,338 shares; 2025Q1: 24,646 shares; 2025Q2: 24,433 shares; 2025Q3: 24,422 shares; 2025Q4: 25,712 shares 25,712 $2.84M 0.04% +1,290 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,019 shares; 2024Q4: 12,516 shares; 2025Q1: 14,056 shares; 2025Q2: 15,603 shares; 2025Q3: 15,919 shares; 2025Q4: 19,630 shares 19,630 $2.82M 0.04% +3,711 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,143 shares; 2024Q4: 13,777 shares; 2025Q1: 13,375 shares; 2025Q2: 13,448 shares; 2025Q3: 12,797 shares; 2025Q4: 12,591 shares 12,591 $2.81M 0.04% -206 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: 3,530 shares; 2024Q4: 2,777 shares; 2025Q1: 2,575 shares; 2025Q2: 2,652 shares; 2025Q3: 2,670 shares; 2025Q4: 4,269 shares 4,269 $2.79M 0.04% +1,599 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,987 shares; 2024Q4: 35,028 shares; 2025Q1: 34,737 shares; 2025Q2: 34,553 shares; 2025Q3: 33,177 shares; 2025Q4: 32,197 shares 32,197 $2.75M 0.04% -980 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,674 shares; 2025Q3: 28,955 shares; 2025Q4: 28,334 shares 28,334 $2.75M 0.04% -621 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: 56,920 shares; 2024Q4: 50,568 shares; 2025Q1: 46,139 shares; 2025Q2: 37,425 shares; 2025Q3: 37,251 shares; 2025Q4: 37,314 shares 37,314 $2.74M 0.04% +63 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: 10,103 shares; 2024Q4: 9,876 shares; 2025Q1: 13,749 shares; 2025Q2: 13,840 shares; 2025Q3: 13,734 shares; 2025Q4: 13,686 shares 13,686 $2.61M 0.04% -48 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,502 shares; 2024Q4: 9,682 shares; 2025Q1: 3,518 shares; 2025Q2: 3,305 shares; 2025Q3: 3,235 shares; 2025Q4: 3,220 shares 3,220 $2.61M 0.04% -15 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,676 shares; 2024Q4: 25,930 shares; 2025Q1: 26,392 shares; 2025Q2: 27,047 shares; 2025Q3: 18,017 shares; 2025Q4: 9,879 shares 9,879 $2.56M 0.04% -8,138 Timeline QDEF FLEXSHARES TR More: the full row for FLEXSHARES 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: 69,240 shares; 2025Q2: 63,863 shares; 2025Q3: 39,567 shares; 2025Q4: 31,344 shares 31,344 $2.54M 0.04% -8,223 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: 12,343 shares; 2024Q4: 11,729 shares; 2025Q1: 11,823 shares; 2025Q2: 12,760 shares; 2025Q3: 12,337 shares; 2025Q4: 12,513 shares 12,513 $2.52M 0.04% +176 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: 167,635 shares; 2024Q4: 151,604 shares; 2025Q1: 142,343 shares; 2025Q2: 138,707 shares; 2025Q3: 121,867 shares; 2025Q4: 102,114 shares 102,114 $2.42M 0.04% -19,753 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: 9,924 shares; 2024Q4: 9,056 shares; 2025Q1: 8,868 shares; 2025Q2: 8,783 shares; 2025Q3: 8,658 shares; 2025Q4: 7,157 shares 7,157 $2.42M 0.04% -1,501 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,867 shares; 2024Q4: 34,217 shares; 2025Q1: 33,320 shares; 2025Q2: 32,228 shares; 2025Q3: 30,569 shares; 2025Q4: 30,100 shares 30,100 $2.41M 0.04% -469 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 65,241 shares; 2025Q2: 208,028 shares; 2025Q3: 152,593 shares; 2025Q4: 47,279 shares 47,279 $2.39M 0.03% -105,314 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: 234,603 shares; 2024Q4: 195,257 shares; 2025Q1: 107,606 shares; 2025Q2: 107,904 shares; 2025Q3: 95,704 shares; 2025Q4: 95,910 shares 95,910 $2.39M 0.03% +206 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: 16,370 shares; 2025Q2: 18,327 shares; 2025Q3: 18,652 shares; 2025Q4: 18,209 shares 18,209 $2.35M 0.03% -443 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: 19,363 shares; 2024Q4: 20,271 shares; 2025Q1: 19,657 shares; 2025Q2: 19,635 shares; 2025Q3: 19,357 shares; 2025Q4: 19,562 shares 19,562 $2.26M 0.03% +205 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,728 shares; 2024Q4: 15,923 shares; 2025Q1: 17,565 shares; 2025Q2: 16,908 shares; 2025Q3: 16,685 shares; 2025Q4: 18,066 shares 18,066 $2.23M 0.03% +1,381 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,656 shares; 2024Q4: 47,421 shares; 2025Q1: 37,392 shares; 2025Q2: 34,317 shares; 2025Q3: 33,098 shares; 2025Q4: 29,870 shares 29,870 $2.2M 0.03% -3,228 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: 17,183 shares; 2024Q4: 21,632 shares; 2025Q1: 21,716 shares; 2025Q2: 21,332 shares; 2025Q3: 21,103 shares; 2025Q4: 20,689 shares 20,689 $2.18M 0.03% -414 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: 9,509 shares; 2024Q4: 9,363 shares; 2025Q1: 9,909 shares; 2025Q2: 12,777 shares; 2025Q3: 12,565 shares; 2025Q4: 12,416 shares 12,416 $2.18M 0.03% -149 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,431 shares; 2024Q4: 19,375 shares; 2025Q1: 20,499 shares; 2025Q2: 21,403 shares; 2025Q3: 21,876 shares; 2025Q4: 21,263 shares 21,263 $2.11M 0.03% -613 Timeline CEF 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: 46,835 shares; 2024Q4: 45,889 shares; 2025Q1: 45,889 shares; 2025Q2: 45,889 shares; 2025Q3: 45,566 shares; 2025Q4: 45,383 shares 45,383 $2.08M 0.03% -183 Timeline IGIB 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: 196,867 shares; 2024Q4: 183,477 shares; 2025Q1: 64,087 shares; 2025Q2: 43,923 shares; 2025Q3: 42,984 shares; 2025Q4: 38,147 shares 38,147 $2.06M 0.03% -4,837 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,279 shares; 2024Q4: 4,740 shares; 2025Q1: 4,519 shares; 2025Q2: 4,465 shares; 2025Q3: 4,394 shares; 2025Q4: 4,187 shares 4,187 $2.05M 0.03% -207 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,513 shares; 2024Q4: 38,681 shares; 2025Q1: 39,532 shares; 2025Q2: 32,129 shares; 2025Q3: 47,985 shares; 2025Q4: 56,797 shares 56,797 $2.02M 0.03% +8,812 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,810 shares; 2024Q4: 23,467 shares; 2025Q1: 24,199 shares; 2025Q2: 23,575 shares; 2025Q3: 12,212 shares; 2025Q4: 12,370 shares 12,370 $2.02M 0.03% +158 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,680 shares 26,680 $2.01M 0.03% new 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: 14,660 shares; 2024Q4: 14,661 shares; 2025Q1: 14,723 shares; 2025Q2: 17,472 shares; 2025Q3: 17,896 shares; 2025Q4: 17,515 shares 17,515 $1.98M 0.03% -381 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: 5,536 shares; 2024Q4: 5,046 shares; 2025Q1: 5,581 shares; 2025Q2: 4,496 shares; 2025Q3: 5,301 shares; 2025Q4: 20,537 shares 20,537 $1.97M 0.03% +15,236 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: 3,726 shares; 2024Q4: 5,142 shares; 2025Q1: 5,142 shares; 2025Q2: 5,311 shares; 2025Q3: 5,227 shares; 2025Q4: 5,270 shares 5,270 $1.97M 0.03% +43 Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 39,936 shares; 2025Q3: 40,892 shares; 2025Q4: 41,021 shares 41,021 $1.95M 0.03% +129 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: 8,054 shares; 2024Q4: 25,104 shares; 2025Q1: 85,710 shares; 2025Q2: 330,930 shares; 2025Q3: 253,442 shares; 2025Q4: 70,445 shares 70,445 $1.93M 0.03% -182,997 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: 31,636 shares; 2024Q4: 29,958 shares; 2025Q1: 27,573 shares; 2025Q2: 27,136 shares; 2025Q3: 25,042 shares; 2025Q4: 23,557 shares 23,557 $1.9M 0.03% -1,485 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: 69,210 shares; 2024Q4: 64,168 shares; 2025Q1: 97,568 shares; 2025Q2: 56,568 shares; 2025Q3: 54,837 shares; 2025Q4: 48,377 shares 48,377 $1.86M 0.03% -6,460 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: 22,404 shares; 2025Q3: 22,924 shares; 2025Q4: 23,864 shares 23,864 $1.85M 0.03% +940 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,018 shares; 2024Q4: 9,123 shares; 2025Q1: 8,985 shares; 2025Q2: 9,099 shares; 2025Q3: 8,914 shares; 2025Q4: 11,375 shares 11,375 $1.82M 0.03% +2,461 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: 17,055 shares; 2024Q4: 17,264 shares; 2025Q1: 13,646 shares; 2025Q2: 6,514 shares; 2025Q3: 5,716 shares; 2025Q4: 7,002 shares 7,002 $1.81M 0.03% +1,286 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,618 shares; 2024Q4: 6,097 shares; 2025Q1: 7,397 shares; 2025Q2: 7,397 shares; 2025Q3: 7,397 shares; 2025Q4: 7,397 shares 7,397 $1.79M 0.03% 0 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,840 shares; 2024Q4: 17,063 shares; 2025Q1: 15,839 shares; 2025Q2: 15,315 shares; 2025Q3: 15,340 shares; 2025Q4: 14,160 shares 14,160 $1.78M 0.03% -1,180 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,865 shares; 2024Q4: 68,603 shares; 2025Q1: 48,715 shares; 2025Q2: 13,433 shares; 2025Q3: 6,374 shares; 2025Q4: 5,400 shares 5,400 $1.78M 0.03% -974 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,049 shares; 2024Q4: 32,920 shares; 2025Q1: 28,697 shares; 2025Q2: 26,816 shares; 2025Q3: 26,379 shares; 2025Q4: 26,431 shares 26,431 $1.77M 0.03% +52 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,986 shares; 2024Q4: 75,335 shares; 2025Q1: 71,520 shares; 2025Q2: 57,974 shares; 2025Q3: 52,593 shares; 2025Q4: 48,381 shares 48,381 $1.77M 0.03% -4,212 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,399 shares; 2024Q4: 8,686 shares; 2025Q1: 9,146 shares; 2025Q2: 11,429 shares; 2025Q3: 10,046 shares; 2025Q4: 9,797 shares 9,797 $1.74M 0.03% -249 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,857 shares; 2024Q4: 15,620 shares; 2025Q1: 15,006 shares; 2025Q2: 13,469 shares; 2025Q3: 13,006 shares; 2025Q4: 12,460 shares 12,460 $1.73M 0.03% -546 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: 77,031 shares; 2024Q4: 81,081 shares; 2025Q1: 110,745 shares; 2025Q2: 132,532 shares; 2025Q3: 47,520 shares; 2025Q4: 37,271 shares 37,271 $1.73M 0.03% -10,249 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,785 shares; 2025Q3: 26,278 shares; 2025Q4: 26,534 shares 26,534 $1.71M 0.02% +256 Timeline FIDI 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: 76,875 shares; 2024Q4: 91,011 shares; 2025Q1: 46,479 shares; 2025Q2: 56,957 shares; 2025Q3: 63,823 shares; 2025Q4: 65,745 shares 65,745 $1.7M 0.02% +1,922 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,911 shares; 2025Q4: 22,697 shares 22,697 $1.69M 0.02% -214 Timeline CRDF CARDIFF ONCOLOGY INC More: the full row for CARDIFF ONCOLOGY 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: 53,863 shares; 2025Q3: 597,233 shares; 2025Q4: 595,328 shares 595,328 $1.67M 0.02% -1,905 Timeline XBI 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: 21,558 shares; 2024Q4: 40,113 shares; 2025Q1: 22,361 shares; 2025Q2: 20,348 shares; 2025Q3: 16,315 shares; 2025Q4: 13,706 shares 13,706 $1.67M 0.02% -2,609 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,048 shares; 2024Q4: 9,441 shares; 2025Q1: 8,609 shares; 2025Q2: 8,323 shares; 2025Q3: 7,922 shares; 2025Q4: 10,224 shares 10,224 $1.66M 0.02% +2,302 Timeline LEGR 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: 27,521 shares; 2025Q2: 93,983 shares; 2025Q3: 69,198 shares; 2025Q4: 27,916 shares 27,916 $1.66M 0.02% -41,282 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,664 shares; 2024Q4: 2,673 shares; 2025Q1: 2,779 shares; 2025Q2: 2,165 shares; 2025Q3: 3,975 shares; 2025Q4: 3,914 shares 3,914 $1.65M 0.02% -61 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS 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: 27,803 shares; 2025Q3: 27,938 shares; 2025Q4: 27,785 shares 27,785 $1.63M 0.02% -153 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: 27,389 shares; 2024Q4: 21,934 shares; 2025Q1: 22,799 shares; 2025Q2: 23,054 shares; 2025Q3: 5,281 shares; 2025Q4: 4,613 shares 4,613 $1.61M 0.02% -668 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,115 shares; 2024Q4: 2,115 shares; 2025Q1: 2,130 shares; 2025Q2: 1,872 shares; 2025Q3: 1,871 shares; 2025Q4: 5,604 shares 5,604 $1.61M 0.02% +3,733 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: 3,280 shares; 2024Q4: 3,280 shares; 2025Q1: 2,968 shares; 2025Q2: 3,013 shares; 2025Q3: 3,113 shares; 2025Q4: 3,343 shares 3,343 $1.61M 0.02% +230 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: 6,169 shares; 2024Q4: 6,057 shares; 2025Q1: 5,539 shares; 2025Q2: 5,503 shares; 2025Q3: 5,399 shares; 2025Q4: 5,381 shares 5,381 $1.55M 0.02% -18 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,886 shares; 2024Q4: 12,555 shares; 2025Q1: 12,750 shares; 2025Q2: 18,076 shares; 2025Q3: 18,746 shares; 2025Q4: 18,706 shares 18,706 $1.55M 0.02% -40 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: 11,307 shares; 2024Q4: 10,691 shares; 2025Q1: 10,579 shares; 2025Q2: 12,841 shares; 2025Q3: 12,199 shares; 2025Q4: 11,017 shares 11,017 $1.52M 0.02% -1,182 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: 7,436 shares; 2024Q4: 5,655 shares; 2025Q1: 5,955 shares; 2025Q2: 6,031 shares; 2025Q3: 6,031 shares; 2025Q4: 6,289 shares 6,289 $1.51M 0.02% +258 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,751 shares; 2024Q4: 14,477 shares; 2025Q1: 9,735 shares; 2025Q2: 4,432 shares; 2025Q3: 4,335 shares; 2025Q4: 7,240 shares 7,240 $1.51M 0.02% +2,905 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares 2 $1.51M 0.02% 0 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,525 shares; 2024Q4: 14,537 shares; 2025Q1: 11,397 shares; 2025Q2: 5,794 shares; 2025Q3: 8,237 shares; 2025Q4: 12,527 shares 12,527 $1.47M 0.02% +4,290 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,375,656 shares; 2024Q4: 17,612 shares; 2025Q1: 16,345 shares; 2025Q2: 15,803 shares; 2025Q3: 14,970 shares; 2025Q4: 14,585 shares 14,585 $1.47M 0.02% -385 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: 5,700 shares; 2024Q4: 5,616 shares; 2025Q1: 5,611 shares; 2025Q2: 5,646 shares; 2025Q3: 5,665 shares; 2025Q4: 5,589 shares 5,589 $1.47M 0.02% -76 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: not reported; 2024Q4: 8,910 shares; 2025Q1: 10,014 shares; 2025Q2: 14,547 shares; 2025Q3: 14,329 shares; 2025Q4: 14,761 shares 14,761 $1.44M 0.02% +432 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,223 shares; 2024Q4: 15,925 shares; 2025Q1: 7,694 shares; 2025Q2: 6,550 shares; 2025Q3: 6,388 shares; 2025Q4: 6,667 shares 6,667 $1.41M 0.02% +279 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: 11,903 shares; 2024Q4: 5,850 shares; 2025Q1: 6,355 shares; 2025Q2: 6,526 shares; 2025Q3: 6,374 shares; 2025Q4: 6,326 shares 6,326 $1.39M 0.02% -48 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,647 shares; 2024Q4: 85,550 shares; 2025Q1: 13,447 shares; 2025Q2: 9,446 shares; 2025Q3: 9,281 shares; 2025Q4: 8,536 shares 8,536 $1.38M 0.02% -745 Timeline WCMI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 80,585 shares 80,585 $1.37M 0.02% new 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: 9,596 shares; 2024Q4: 9,979 shares; 2025Q1: 9,130 shares; 2025Q2: 8,932 shares; 2025Q3: 8,903 shares; 2025Q4: 11,799 shares 11,799 $1.37M 0.02% +2,896 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: 24,482 shares; 2024Q4: 20,447 shares; 2025Q1: 14,512 shares; 2025Q2: 14,204 shares; 2025Q3: 14,065 shares; 2025Q4: 14,546 shares 14,546 $1.36M 0.02% +481 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: 1,276 shares; 2024Q4: 1,097 shares; 2025Q1: 3,092 shares; 2025Q2: 2,946 shares; 2025Q3: 2,845 shares; 2025Q4: 2,885 shares 2,885 $1.35M 0.02% +40 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: 72,701 shares; 2024Q4: 71,854 shares; 2025Q1: 58,357 shares; 2025Q2: 52,178 shares; 2025Q3: 23,936 shares; 2025Q4: 26,668 shares 26,668 $1.34M 0.02% +2,732 Timeline GNLX GENELUX CORPORATION More: the full row for GENELUX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37,159 shares; 2025Q3: 300,290 shares; 2025Q4: 303,314 shares 303,314 $1.32M 0.02% +3,024 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: 80,817 shares; 2024Q4: 65,451 shares; 2025Q1: 50,483 shares; 2025Q2: 47,383 shares; 2025Q3: 32,833 shares; 2025Q4: 29,133 shares 29,133 $1.31M 0.02% -3,700 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: 18,900 shares; 2024Q4: 18,830 shares; 2025Q1: 18,123 shares; 2025Q2: 15,370 shares; 2025Q3: 14,467 shares; 2025Q4: 13,516 shares 13,516 $1.3M 0.02% -951 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: 4,453 shares; 2024Q4: 4,453 shares; 2025Q1: 4,453 shares; 2025Q2: 4,426 shares; 2025Q3: 4,426 shares; 2025Q4: 4,115 shares 4,115 $1.3M 0.02% -311 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,829 shares; 2024Q4: 12,752 shares; 2025Q1: 14,519 shares; 2025Q2: 14,079 shares; 2025Q3: 15,050 shares; 2025Q4: 14,670 shares 14,670 $1.28M 0.02% -380 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: 2,543 shares; 2024Q4: 2,577 shares; 2025Q1: 2,605 shares; 2025Q2: 2,731 shares; 2025Q3: 2,651 shares; 2025Q4: 2,413 shares 2,413 $1.26M 0.02% -238 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,381 shares; 2024Q4: 161,358 shares; 2025Q1: 157,987 shares; 2025Q2: 40,383 shares; 2025Q3: 31,089 shares; 2025Q4: 28,029 shares 28,029 $1.25M 0.02% -3,060 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,030 shares; 2024Q4: 1,855 shares; 2025Q1: 1,716 shares; 2025Q2: 1,806 shares; 2025Q3: 1,729 shares; 2025Q4: 10,086 shares 10,086 $1.2M 0.02% +8,357 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,801 shares; 2024Q4: 15,849 shares; 2025Q1: 17,275 shares; 2025Q2: 42,535 shares; 2025Q3: 47,427 shares; 2025Q4: 14,216 shares 14,216 $1.2M 0.02% -33,211 Timeline PAYO PAYONEER GLOBAL INC More: the full row for PAYONEER GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 214,042 shares; 2024Q4: 214,042 shares; 2025Q1: 214,042 shares; 2025Q2: 214,042 shares; 2025Q3: 214,042 shares; 2025Q4: 214,042 shares 214,042 $1.2M 0.02% 0 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: 25,168 shares; 2024Q4: 52,499 shares; 2025Q1: 50,054 shares; 2025Q2: 50,090 shares; 2025Q3: 49,942 shares; 2025Q4: 49,942 shares 49,942 $1.2M 0.02% 0 Timeline SPDW 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: 87,026 shares; 2024Q4: 88,575 shares; 2025Q1: 25,881 shares; 2025Q2: 27,997 shares; 2025Q3: 27,244 shares; 2025Q4: 26,923 shares 26,923 $1.2M 0.02% -321 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,015 shares; 2024Q4: 12,083 shares; 2025Q1: 9,090 shares; 2025Q2: 7,694 shares; 2025Q3: 7,349 shares; 2025Q4: 21,823 shares 21,823 $1.2M 0.02% +14,474 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,438 shares; 2025Q1: 1,697 shares; 2025Q2: 1,649 shares; 2025Q3: 2,172 shares; 2025Q4: 7,486 shares 7,486 $1.16M 0.02% +5,314 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: 5,566 shares; 2024Q4: 5,468 shares; 2025Q1: 4,645 shares; 2025Q2: 4,618 shares; 2025Q3: 4,074 shares; 2025Q4: 4,000 shares 4,000 $1.16M 0.02% -74 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: 11,258 shares; 2024Q4: 11,365 shares; 2025Q1: 13,035 shares; 2025Q2: 13,503 shares; 2025Q3: 2,763 shares; 2025Q4: 2,034 shares 2,034 $1.15M 0.02% -729 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: not reported; 2025Q1: not reported; 2025Q2: 6,610 shares; 2025Q3: 13,821 shares; 2025Q4: 22,508 shares 22,508 $1.14M 0.02% +8,687 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,112 shares; 2024Q4: 24,176 shares; 2025Q1: 29,636 shares; 2025Q2: 17,708 shares; 2025Q3: 18,728 shares; 2025Q4: 19,450 shares 19,450 $1.11M 0.02% +722 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,511 shares; 2024Q4: 10,807 shares; 2025Q1: 10,657 shares; 2025Q2: 17,812 shares; 2025Q3: 18,627 shares; 2025Q4: 19,554 shares 19,554 $1.11M 0.02% +927 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,846 shares; 2024Q4: 1,860 shares; 2025Q1: 1,682 shares; 2025Q2: 1,751 shares; 2025Q3: 1,770 shares; 2025Q4: 1,927 shares 1,927 $1.1M 0.02% +157 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: 14,858 shares; 2024Q4: 14,192 shares; 2025Q1: 14,084 shares; 2025Q2: 13,949 shares; 2025Q3: 13,949 shares; 2025Q4: 13,949 shares 13,949 $1.08M 0.02% 0 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: 61,737 shares; 2024Q4: 74,081 shares; 2025Q1: 71,789 shares; 2025Q2: 29,915 shares; 2025Q3: 27,079 shares; 2025Q4: 24,622 shares 24,622 $1.07M 0.02% -2,457 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: 8,583 shares; 2024Q4: 8,640 shares; 2025Q1: 9,301 shares; 2025Q2: 8,760 shares; 2025Q3: 8,529 shares; 2025Q4: 12,028 shares 12,028 $1.06M 0.02% +3,499 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,626 shares; 2024Q4: 9,662 shares; 2025Q1: 9,996 shares; 2025Q2: 9,586 shares; 2025Q3: 8,186 shares; 2025Q4: 8,590 shares 8,590 $1.06M 0.02% +404 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,972 shares; 2024Q4: 14,498 shares; 2025Q1: 15,635 shares; 2025Q2: 15,814 shares; 2025Q3: 12,672 shares; 2025Q4: 12,658 shares 12,658 $1.05M 0.02% -14 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 33,389 shares; 2025Q2: 29,280 shares; 2025Q3: 23,093 shares; 2025Q4: 11,077 shares 11,077 $1.05M 0.02% -12,016 Timeline KNG 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: 49,234 shares; 2025Q2: 177,271 shares; 2025Q3: 130,798 shares; 2025Q4: 20,831 shares 20,831 $1.02M 0.01% -109,967 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,865 shares; 2024Q4: 5,865 shares; 2025Q1: 5,865 shares; 2025Q2: 5,865 shares; 2025Q3: 5,865 shares; 2025Q4: 5,865 shares 5,865 $1.02M 0.01% 0 Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,782 shares; 2024Q4: 4,782 shares; 2025Q1: 4,782 shares; 2025Q2: 4,782 shares; 2025Q3: 4,782 shares; 2025Q4: 4,782 shares 4,782 $1M 0.01% 0 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: 7,847 shares; 2024Q4: 7,594 shares; 2025Q1: 7,594 shares; 2025Q2: 8,478 shares; 2025Q3: 7,107 shares; 2025Q4: 7,131 shares 7,131 $994K 0.01% +24 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: 48,443 shares; 2024Q4: 67,989 shares; 2025Q1: 66,166 shares; 2025Q2: 54,685 shares; 2025Q3: 47,199 shares; 2025Q4: 44,411 shares 44,411 $989K 0.01% -2,788 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 8,084 shares; 2025Q1: 8,084 shares; 2025Q2: 8,084 shares; 2025Q3: 8,284 shares; 2025Q4: 8,609 shares 8,609 $988K 0.01% +325 Timeline ORA ORMAT TECHNOLOGIES INC More: the full row for ORMAT 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: 4,815 shares; 2025Q2: 6,796 shares; 2025Q3: 6,796 shares; 2025Q4: 8,810 shares 8,810 $973K 0.01% +2,014 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,051 shares; 2024Q4: 14,958 shares; 2025Q1: 13,960 shares; 2025Q2: 13,194 shares; 2025Q3: 10,567 shares; 2025Q4: 9,155 shares 9,155 $961K 0.01% -1,412 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,253 shares; 2024Q4: 23,861 shares; 2025Q1: 21,086 shares; 2025Q2: 33,337 shares; 2025Q3: 37,555 shares; 2025Q4: 37,358 shares 37,358 $956K 0.01% -197 Timeline DTH WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 42,061 shares; 2025Q2: 38,519 shares; 2025Q3: 22,851 shares; 2025Q4: 18,008 shares 18,008 $929K 0.01% -4,843 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,955 shares; 2024Q4: 19,477 shares; 2025Q1: 5,816 shares; 2025Q2: 5,233 shares; 2025Q3: 5,091 shares; 2025Q4: 5,787 shares 5,787 $927K 0.01% +696 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,540 shares; 2024Q4: 13,522 shares; 2025Q1: 13,395 shares; 2025Q2: 13,445 shares; 2025Q3: 13,293 shares; 2025Q4: 12,275 shares 12,275 $914K 0.01% -1,018 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: 5,206 shares; 2024Q4: 4,964 shares; 2025Q1: 4,964 shares; 2025Q2: 4,965 shares; 2025Q3: 4,953 shares; 2025Q4: 4,631 shares 4,631 $904K 0.01% -322 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: 1,155 shares; 2024Q4: 1,292 shares; 2025Q1: 2,222 shares; 2025Q2: 3,174 shares; 2025Q3: 3,879 shares; 2025Q4: 4,208 shares 4,208 $901K 0.01% +329 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,696 shares; 2024Q4: 258,286 shares; 2025Q1: 156,891 shares; 2025Q2: 96,092 shares; 2025Q3: 57,713 shares; 2025Q4: 35,845 shares 35,845 $899K 0.01% -21,868 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: 3,797 shares; 2024Q4: 4,122 shares; 2025Q1: 4,150 shares; 2025Q2: 4,569 shares; 2025Q3: 7,203 shares; 2025Q4: 5,787 shares 5,787 $892K 0.01% -1,416 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,812 shares; 2024Q4: 10,530 shares; 2025Q1: 47,938 shares; 2025Q2: 37,555 shares; 2025Q3: 24,747 shares; 2025Q4: 17,164 shares 17,164 $886K 0.01% -7,583 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,062 shares; 2024Q4: 16,332 shares; 2025Q1: 16,103 shares; 2025Q2: 49,053 shares; 2025Q3: 53,888 shares; 2025Q4: 55,359 shares 55,359 $878K 0.01% +1,471 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,170 shares; 2024Q4: 40,350 shares; 2025Q1: 39,481 shares; 2025Q2: 32,598 shares; 2025Q3: 57,062 shares; 2025Q4: 36,031 shares 36,031 $874K 0.01% -21,031 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: 6,108 shares; 2024Q4: 5,452 shares; 2025Q1: 6,363 shares; 2025Q2: 2,083 shares; 2025Q3: 2,048 shares; 2025Q4: 2,067 shares 2,067 $862K 0.01% +19 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: 12,328 shares; 2024Q4: 2,485 shares; 2025Q1: 2,251 shares; 2025Q2: 2,201 shares; 2025Q3: 2,045 shares; 2025Q4: 3,300 shares 3,300 $862K 0.01% +1,255 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,039 shares; 2024Q4: 12,345 shares; 2025Q1: 12,158 shares; 2025Q2: 11,627 shares; 2025Q3: 12,432 shares; 2025Q4: 14,660 shares 14,660 $845K 0.01% +2,228 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: 13,979 shares; 2024Q4: 42,383 shares; 2025Q1: 29,594 shares; 2025Q2: 27,034 shares; 2025Q3: 25,869 shares; 2025Q4: 27,696 shares 27,696 $833K 0.01% +1,827 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 166,686 shares; 2024Q4: 91,958 shares; 2025Q1: 91,596 shares; 2025Q2: not reported; 2025Q3: 9,455 shares; 2025Q4: 9,455 shares 9,455 $822K 0.01% 0 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: 8,353 shares; 2024Q4: 6,919 shares; 2025Q1: 6,946 shares; 2025Q2: 9,422 shares; 2025Q3: 11,134 shares; 2025Q4: 11,160 shares 11,160 $820K 0.01% +26 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: 14,731 shares; 2024Q4: 13,739 shares; 2025Q1: 9,004 shares; 2025Q2: 7,521 shares; 2025Q3: 7,455 shares; 2025Q4: 10,331 shares 10,331 $820K 0.01% +2,876 Timeline SPTI 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: 30,674 shares; 2024Q4: 30,674 shares; 2025Q1: 23,764 shares; 2025Q2: 16,625 shares; 2025Q3: 17,818 shares; 2025Q4: 28,219 shares 28,219 $814K 0.01% +10,401 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: 991 shares; 2024Q4: 985 shares; 2025Q1: 9,881 shares; 2025Q2: 8,201 shares; 2025Q3: 1,294 shares; 2025Q4: 5,140 shares 5,140 $787K 0.01% +3,846 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: 3,014 shares; 2024Q4: 2,775 shares; 2025Q1: 2,394 shares; 2025Q2: 2,123 shares; 2025Q3: 2,069 shares; 2025Q4: 2,022 shares 2,022 $787K 0.01% -47 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: 83,159 shares; 2024Q4: 27,038 shares; 2025Q1: 25,246 shares; 2025Q2: 25,246 shares; 2025Q3: 25,101 shares; 2025Q4: 24,866 shares 24,866 $782K 0.01% -235 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: 4,313 shares; 2024Q4: 6,109 shares; 2025Q1: 3,428 shares; 2025Q2: 2,903 shares; 2025Q3: 2,688 shares; 2025Q4: 4,995 shares 4,995 $773K 0.01% +2,307 Timeline SGOV 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: 6,742 shares; 2025Q3: 6,742 shares; 2025Q4: 7,657 shares 7,657 $769K 0.01% +915 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,578 shares; 2024Q4: 4,707 shares; 2025Q1: 4,477 shares; 2025Q2: 4,820 shares; 2025Q3: 4,866 shares; 2025Q4: 6,544 shares 6,544 $767K 0.01% +1,678 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: 23,297 shares; 2024Q4: 16,705 shares; 2025Q1: 8,554 shares; 2025Q2: 8,284 shares; 2025Q3: 7,432 shares; 2025Q4: 7,669 shares 7,669 $766K 0.01% +237 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: 10,943 shares; 2024Q4: 10,873 shares; 2025Q1: 10,806 shares; 2025Q2: 9,494 shares; 2025Q3: 9,426 shares; 2025Q4: 7,816 shares 7,816 $764K 0.01% -1,610 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,961 shares; 2024Q4: 41,988 shares; 2025Q1: 41,481 shares; 2025Q2: 41,309 shares; 2025Q3: 41,014 shares; 2025Q4: 5,459 shares 5,459 $758K 0.01% -35,555 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: 6,032 shares; 2024Q4: 7,789 shares; 2025Q1: 6,422 shares; 2025Q2: 7,368 shares; 2025Q3: 8,306 shares; 2025Q4: 7,518 shares 7,518 $751K 0.01% -788 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,910 shares; 2024Q4: 2,278 shares; 2025Q1: 2,210 shares; 2025Q2: 2,020 shares; 2025Q3: 2,694 shares; 2025Q4: 3,530 shares 3,530 $749K 0.01% +836 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: 10,633 shares; 2024Q4: 10,567 shares; 2025Q1: 13,715 shares; 2025Q2: 13,582 shares; 2025Q3: 13,535 shares; 2025Q4: 13,721 shares 13,721 $732K 0.01% +186 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: 4,605 shares; 2024Q4: 5,256 shares; 2025Q1: 5,226 shares; 2025Q2: 6,302 shares; 2025Q3: 6,271 shares; 2025Q4: 6,256 shares 6,256 $730K 0.01% -15 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193,586 shares; 2024Q4: 177,841 shares; 2025Q1: 56,516 shares; 2025Q2: 38,129 shares; 2025Q3: 24,805 shares; 2025Q4: 21,673 shares 21,673 $717K 0.01% -3,132 Timeline VAW 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: 3,900 shares; 2024Q4: 3,893 shares; 2025Q1: 3,743 shares; 2025Q2: 3,398 shares; 2025Q3: 3,372 shares; 2025Q4: 3,372 shares 3,372 $700K 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: 14,435 shares; 2024Q4: 14,731 shares; 2025Q1: 13,187 shares; 2025Q2: 13,367 shares; 2025Q3: 13,311 shares; 2025Q4: 13,240 shares 13,240 $700K 0.01% -71 Timeline STEW SRH TOTAL RETURN FUND INC More: the full row for SRH TOTAL RETURN FUND 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: 37,673 shares 37,673 $698K 0.01% new Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,853 shares; 2024Q4: 11,992 shares; 2025Q1: 12,582 shares; 2025Q2: 12,241 shares; 2025Q3: 12,155 shares; 2025Q4: 12,075 shares 12,075 $695K 0.01% -80 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,326 shares; 2024Q4: 6,117 shares; 2025Q1: 8,082 shares; 2025Q2: 9,958 shares; 2025Q3: 9,147 shares; 2025Q4: 9,725 shares 9,725 $694K 0.01% +578 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,695 shares; 2024Q4: 9,366 shares; 2025Q1: 7,910 shares; 2025Q2: 7,430 shares; 2025Q3: 6,932 shares; 2025Q4: 5,051 shares 5,051 $691K 0.01% -1,881 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,593 shares; 2024Q4: 136,434 shares; 2025Q1: 23,538 shares; 2025Q2: 17,536 shares; 2025Q3: 16,600 shares; 2025Q4: 12,664 shares 12,664 $682K 0.01% -3,936 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: 63,965 shares; 2024Q4: 62,079 shares; 2025Q1: 19,621 shares; 2025Q2: 16,484 shares; 2025Q3: 15,625 shares; 2025Q4: 14,939 shares 14,939 $673K 0.01% -686 Timeline UPRO 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: 5,352 shares; 2024Q4: 5,352 shares; 2025Q1: 5,352 shares; 2025Q2: 5,352 shares; 2025Q3: 6,099 shares; 2025Q4: 5,803 shares 5,803 $672K 0.01% -296 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,927 shares; 2024Q4: 11,969 shares; 2025Q1: 9,351 shares; 2025Q2: 8,238 shares; 2025Q3: 6,963 shares; 2025Q4: 7,252 shares 7,252 $670K 0.01% +289 Timeline RYAAY RYANAIR HOLDINGS PLC More: the full row for RYANAIR HOLDINGS 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: 5,479 shares; 2025Q4: 9,214 shares 9,214 $665K 0.01% +3,735 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,189 shares; 2024Q4: 13,524 shares; 2025Q1: 16,363 shares; 2025Q2: 14,776 shares; 2025Q3: 14,396 shares; 2025Q4: 14,177 shares 14,177 $664K 0.01% -219 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: 3,831 shares; 2024Q4: 3,845 shares; 2025Q1: 3,976 shares; 2025Q2: 3,841 shares; 2025Q3: 3,551 shares; 2025Q4: 3,553 shares 3,553 $660K 0.01% +2 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: 15,161 shares; 2024Q4: 15,794 shares; 2025Q1: 14,292 shares; 2025Q2: 12,610 shares; 2025Q3: 8,423 shares; 2025Q4: 11,921 shares 11,921 $641K 0.01% +3,498 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: 4,995 shares; 2024Q4: 5,545 shares; 2025Q1: 5,533 shares; 2025Q2: 5,438 shares; 2025Q3: 5,438 shares; 2025Q4: 5,343 shares 5,343 $640K 0.01% -95 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX 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: 3,642 shares 3,642 $629K 0.01% new 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: not reported; 2025Q2: not reported; 2025Q3: 4,668 shares; 2025Q4: 13,158 shares 13,158 $629K 0.01% +8,490 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: 1,174 shares; 2024Q4: 1,176 shares; 2025Q1: 1,147 shares; 2025Q2: 1,146 shares; 2025Q3: 1,144 shares; 2025Q4: 1,091 shares 1,091 $626K 0.01% -53 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,206 shares; 2024Q4: 2,206 shares; 2025Q1: 2,132 shares; 2025Q2: 2,132 shares; 2025Q3: 2,151 shares; 2025Q4: 2,171 shares 2,171 $625K 0.01% +20 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: 7,411 shares 7,411 $620K 0.01% new Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,842 shares; 2024Q4: 8,420 shares; 2025Q1: 8,621 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,065 shares 7,065 $615K 0.01% new Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,343 shares; 2024Q4: 16,510 shares; 2025Q1: 14,195 shares; 2025Q2: 13,956 shares; 2025Q3: 13,283 shares; 2025Q4: 12,266 shares 12,266 $613K 0.01% -1,017 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,063 shares; 2024Q4: 9,129 shares; 2025Q1: 12,132 shares; 2025Q2: 14,544 shares; 2025Q3: 13,634 shares; 2025Q4: 6,060 shares 6,060 $611K 0.01% -7,574 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,779 shares; 2025Q3: 7,278 shares; 2025Q4: 7,156 shares 7,156 $611K 0.01% -122 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: 9,091 shares 9,091 $595K 0.01% new Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,454 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,180 shares; 2025Q3: not reported; 2025Q4: 10,224 shares 10,224 $594K 0.01% new Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,419 shares; 2024Q4: 3,305 shares; 2025Q1: 3,455 shares; 2025Q2: 3,456 shares; 2025Q3: 3,664 shares; 2025Q4: 3,676 shares 3,676 $592K 0.01% +12 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,035 shares; 2024Q4: 2,992 shares; 2025Q1: 2,992 shares; 2025Q2: 2,612 shares; 2025Q3: 2,612 shares; 2025Q4: 2,612 shares 2,612 $587K 0.01% 0 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: 11,805 shares; 2024Q4: 10,355 shares; 2025Q1: 10,104 shares; 2025Q2: 8,534 shares; 2025Q3: not reported; 2025Q4: 8,719 shares 8,719 $586K 0.01% 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: 4,819 shares; 2024Q4: 4,819 shares; 2025Q1: 5,251 shares; 2025Q2: 4,551 shares; 2025Q3: 4,600 shares; 2025Q4: 4,529 shares 4,529 $583K 0.01% -71 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,721 shares; 2024Q4: 11,002 shares; 2025Q1: 10,795 shares; 2025Q2: 11,716 shares; 2025Q3: 10,177 shares; 2025Q4: 29,967 shares 29,967 $579K 0.01% +19,790 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,067 shares; 2024Q4: 3,074 shares; 2025Q1: 3,313 shares; 2025Q2: 3,206 shares; 2025Q3: 2,890 shares; 2025Q4: 2,890 shares 2,890 $577K 0.01% 0 Timeline DISV 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: 111,762 shares; 2024Q4: 100,751 shares; 2025Q1: 40,930 shares; 2025Q2: 25,934 shares; 2025Q3: 18,182 shares; 2025Q4: 15,051 shares 15,051 $572K 0.01% -3,131 Timeline NXP NUVEEN SELECT TAX-FREE INCOM More: the full row for NUVEEN SELECT TAX-FREE INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,356 shares; 2024Q4: 50,356 shares; 2025Q1: 50,025 shares; 2025Q2: 48,789 shares; 2025Q3: 46,871 shares; 2025Q4: 40,262 shares 40,262 $568K 0.01% -6,609 Timeline EOSE EOS ENERGY ENTERPRISES INC More: the full row for EOS ENERGY ENTERPRISES 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: 42,423 shares; 2025Q2: 129,217 shares; 2025Q3: 129,217 shares; 2025Q4: 49,386 shares 49,386 $566K 0.01% -79,831 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 191,683 shares; 2024Q4: 175,552 shares; 2025Q1: 31,239 shares; 2025Q2: 17,243 shares; 2025Q3: 9,286 shares; 2025Q4: 11,698 shares 11,698 $565K 0.01% +2,412 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: 4,657 shares; 2024Q4: 4,215 shares; 2025Q1: 3,970 shares; 2025Q2: 3,941 shares; 2025Q3: 3,938 shares; 2025Q4: 3,938 shares 3,938 $564K 0.01% 0 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,887 shares; 2024Q4: 4,722 shares; 2025Q1: 4,788 shares; 2025Q2: 4,575 shares; 2025Q3: 4,673 shares; 2025Q4: 5,286 shares 5,286 $564K 0.01% +613 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,864 shares; 2025Q1: 3,734 shares; 2025Q2: 4,148 shares; 2025Q3: 4,694 shares; 2025Q4: 4,605 shares 4,605 $560K 0.01% -89 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,457 shares; 2024Q4: 6,451 shares; 2025Q1: 7,890 shares; 2025Q2: 11,655 shares; 2025Q3: 10,306 shares; 2025Q4: 13,943 shares 13,943 $560K 0.01% +3,637 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: 6,661 shares; 2024Q4: 12,494 shares; 2025Q1: 12,494 shares; 2025Q2: 10,614 shares; 2025Q3: not reported; 2025Q4: 19,509 shares 19,509 $556K 0.01% new Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,767 shares; 2024Q4: 2,751 shares; 2025Q1: 2,487 shares; 2025Q2: 2,634 shares; 2025Q3: 2,580 shares; 2025Q4: 2,436 shares 2,436 $555K 0.01% -144 Timeline DFSV 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: 197,749 shares; 2024Q4: 189,795 shares; 2025Q1: 91,450 shares; 2025Q2: 23,600 shares; 2025Q3: 19,491 shares; 2025Q4: 16,860 shares 16,860 $555K 0.01% -2,631 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,560 shares; 2024Q4: 8,560 shares; 2025Q1: 9,307 shares; 2025Q2: 9,907 shares; 2025Q3: 9,737 shares; 2025Q4: 8,378 shares 8,378 $540K 0.01% -1,359 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,842 shares; 2024Q4: 2,965 shares; 2025Q1: 2,965 shares; 2025Q2: 3,148 shares; 2025Q3: 3,148 shares; 2025Q4: 5,688 shares 5,688 $536K 0.01% +2,540 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,478 shares; 2024Q4: 1,388 shares; 2025Q1: 1,388 shares; 2025Q2: 1,302 shares; 2025Q3: 1,247 shares; 2025Q4: 1,177 shares 1,177 $534K 0.01% -70 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,583 shares; 2024Q4: 3,230 shares; 2025Q1: 3,217 shares; 2025Q2: 6,210 shares; 2025Q3: 14,002 shares; 2025Q4: 14,363 shares 14,363 $525K 0.01% +361 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,796 shares; 2024Q4: 9,675 shares; 2025Q1: 9,552 shares; 2025Q2: 9,065 shares; 2025Q3: 9,065 shares; 2025Q4: 9,093 shares 9,093 $523K 0.01% +28 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: 2,140 shares; 2024Q4: 2,144 shares; 2025Q1: 2,183 shares; 2025Q2: 2,144 shares; 2025Q3: 2,144 shares; 2025Q4: 2,140 shares 2,140 $520K 0.01% -4 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: 3,335 shares; 2024Q4: not reported; 2025Q1: 3,626 shares; 2025Q2: 5,303 shares; 2025Q3: 5,936 shares; 2025Q4: 6,329 shares 6,329 $517K 0.01% +393 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: 16,895 shares; 2024Q4: 16,331 shares; 2025Q1: 18,843 shares; 2025Q2: 15,268 shares; 2025Q3: 13,709 shares; 2025Q4: 18,782 shares 18,782 $516K 0.01% +5,073 Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,695 shares; 2024Q4: 9,721 shares; 2025Q1: 9,695 shares; 2025Q2: 9,695 shares; 2025Q3: 9,695 shares; 2025Q4: 9,000 shares 9,000 $515K 0.01% -695 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,599 shares 6,599 $514K 0.01% new Timeline HYGV FLEXSHARES TR More: the full row for FLEXSHARES 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: 51,533 shares; 2025Q2: 35,158 shares; 2025Q3: 25,594 shares; 2025Q4: 12,558 shares 12,558 $512K 0.01% -13,036 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: 7,225 shares; 2024Q4: 2,972 shares; 2025Q1: 2,773 shares; 2025Q2: 2,092 shares; 2025Q3: 2,608 shares; 2025Q4: 2,591 shares 2,591 $503K 0.01% -17 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,311 shares; 2024Q4: 11,285 shares; 2025Q1: 8,286 shares; 2025Q2: 9,821 shares; 2025Q3: 9,456 shares; 2025Q4: 7,850 shares 7,850 $500K 0.01% -1,606 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 340 shares; 2024Q4: 340 shares; 2025Q1: 319 shares; 2025Q2: 314 shares; 2025Q3: 298 shares; 2025Q4: 294 shares 294 $497K 0.01% -4 Timeline VOT 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: 2,413 shares; 2024Q4: 2,407 shares; 2025Q1: 2,126 shares; 2025Q2: 2,132 shares; 2025Q3: 1,788 shares; 2025Q4: 1,776 shares 1,776 $496K 0.01% -12 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,175 shares; 2024Q4: 7,175 shares; 2025Q1: 7,145 shares; 2025Q2: 7,020 shares; 2025Q3: 3,645 shares; 2025Q4: 3,645 shares 3,645 $495K 0.01% 0 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,931 shares; 2025Q1: 3,801 shares; 2025Q2: 3,043 shares; 2025Q3: 6,964 shares; 2025Q4: 6,376 shares 6,376 $495K 0.01% -588 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: 4,464 shares; 2024Q4: 4,362 shares; 2025Q1: 4,315 shares; 2025Q2: 3,374 shares; 2025Q3: 3,216 shares; 2025Q4: 3,496 shares 3,496 $493K 0.01% +280 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,877 shares; 2024Q4: 2,869 shares; 2025Q1: 2,664 shares; 2025Q2: 2,671 shares; 2025Q3: 1,831 shares; 2025Q4: 2,267 shares 2,267 $492K 0.01% +436 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,682 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,705 shares; 2025Q4: 7,763 shares 7,763 $479K 0.01% +58 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,545 shares; 2024Q4: 10,937 shares; 2025Q1: 3,362 shares; 2025Q2: 3,297 shares; 2025Q3: 3,376 shares; 2025Q4: 10,688 shares 10,688 $478K 0.01% +7,312 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,334 shares; 2024Q4: 4,333 shares; 2025Q1: 4,779 shares; 2025Q2: 3,508 shares; 2025Q3: 3,333 shares; 2025Q4: 3,486 shares 3,486 $477K 0.01% +153 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,100 shares; 2024Q4: 12,975 shares; 2025Q1: 7,909 shares; 2025Q2: 7,809 shares; 2025Q3: 7,506 shares; 2025Q4: 5,985 shares 5,985 $477K 0.01% -1,521 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,667 shares; 2024Q4: 2,177 shares; 2025Q1: 1,779 shares; 2025Q2: 1,715 shares; 2025Q3: 1,857 shares; 2025Q4: 1,649 shares 1,649 $476K 0.01% -208 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: 50 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,548 shares 3,548 $474K 0.01% new Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,850 shares; 2024Q4: 121,977 shares; 2025Q1: 17,416 shares; 2025Q2: 1,903 shares; 2025Q3: 1,586 shares; 2025Q4: 3,283 shares 3,283 $473K 0.01% +1,697 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,707 shares; 2024Q4: 2,686 shares; 2025Q1: 2,686 shares; 2025Q2: 2,682 shares; 2025Q3: 2,682 shares; 2025Q4: 2,604 shares 2,604 $472K 0.01% -78 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,643 shares; 2024Q4: 3,013 shares; 2025Q1: 2,816 shares; 2025Q2: 2,062 shares; 2025Q3: 2,063 shares; 2025Q4: 2,063 shares 2,063 $465K 0.01% 0 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,810 shares; 2024Q4: 11,007 shares; 2025Q1: 10,329 shares; 2025Q2: 5,606 shares; 2025Q3: 5,179 shares; 2025Q4: 4,211 shares 4,211 $463K 0.01% -968 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: 9,525 shares 9,525 $463K 0.01% new 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: 12,763 shares; 2025Q1: 9,105 shares; 2025Q2: 8,816 shares; 2025Q3: 7,287 shares; 2025Q4: 6,046 shares 6,046 $460K 0.01% -1,241 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,054 shares 18,054 $460K 0.01% new Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,608 shares; 2024Q4: 7,622 shares; 2025Q1: 7,221 shares; 2025Q2: 8,612 shares; 2025Q3: 7,995 shares; 2025Q4: 8,117 shares 8,117 $458K 0.01% +122 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,861 shares; 2024Q4: 40,863 shares; 2025Q1: 39,693 shares; 2025Q2: 14,308 shares; 2025Q3: 11,332 shares; 2025Q4: 11,277 shares 11,277 $454K 0.01% -55 Timeline NOBL 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: 2,925 shares; 2024Q4: 2,827 shares; 2025Q1: 7,135 shares; 2025Q2: 10,080 shares; 2025Q3: 5,641 shares; 2025Q4: 4,350 shares 4,350 $453K 0.01% -1,291 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,287 shares; 2024Q4: 3,179 shares; 2025Q1: 3,072 shares; 2025Q2: 3,194 shares; 2025Q3: 3,194 shares; 2025Q4: 3,194 shares 3,194 $452K 0.01% 0 Timeline VPU 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: 540 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,442 shares 2,442 $452K 0.01% new Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,963 shares; 2024Q4: 7,411 shares; 2025Q1: 3,674 shares; 2025Q2: 3,585 shares; 2025Q3: 3,464 shares; 2025Q4: 3,396 shares 3,396 $450K 0.01% -68 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,158 shares; 2024Q4: 4,442 shares; 2025Q1: 4,435 shares; 2025Q2: 3,756 shares; 2025Q3: 3,988 shares; 2025Q4: 4,919 shares 4,919 $446K 0.01% +931 Timeline TAL TAL ED GROUP More: the full row for TAL ED GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,930 shares; 2025Q4: 40,783 shares 40,783 $445K 0.01% +16,853 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 4,660 shares; 2025Q1: 4,601 shares; 2025Q2: 5,788 shares; 2025Q3: 4,988 shares; 2025Q4: 5,621 shares 5,621 $442K 0.01% +633 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,554 shares; 2025Q4: 5,154 shares 5,154 $442K 0.01% +600 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: 1,346 shares; 2024Q4: 1,347 shares; 2025Q1: 1,287 shares; 2025Q2: 1,287 shares; 2025Q3: 1,157 shares; 2025Q4: 1,286 shares 1,286 $441K 0.01% +129 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: 857 shares; 2024Q4: 855 shares; 2025Q1: 806 shares; 2025Q2: 865 shares; 2025Q3: 892 shares; 2025Q4: 859 shares 859 $439K 0.01% -33 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,909 shares 8,909 $438K 0.01% new Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,344 shares; 2024Q4: 2,345 shares; 2025Q1: 2,331 shares; 2025Q2: 2,331 shares; 2025Q3: 2,479 shares; 2025Q4: 2,451 shares 2,451 $435K 0.01% -28 Timeline VDC 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: 2,057 shares 2,057 $435K 0.01% new Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,012 shares; 2024Q4: 7,065 shares; 2025Q1: 6,733 shares; 2025Q2: 6,733 shares; 2025Q3: 6,733 shares; 2025Q4: 7,924 shares 7,924 $434K 0.01% +1,191 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,541 shares 3,541 $431K 0.01% new Timeline CGBD CARLYLE SECURED LENDING INC More: the full row for CARLYLE SECURED LENDING 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: 34,483 shares; 2025Q3: 34,483 shares; 2025Q4: 34,483 shares 34,483 $431K 0.01% 0 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: 17,238 shares; 2024Q4: 2,742 shares; 2025Q1: 2,708 shares; 2025Q2: 2,540 shares; 2025Q3: 2,562 shares; 2025Q4: 1,980 shares 1,980 $430K 0.01% -582 Timeline ENVX ENOVIX CORPORATION More: the full row for ENOVIX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,473 shares; 2024Q4: 24,473 shares; 2025Q1: 24,473 shares; 2025Q2: 24,473 shares; 2025Q3: 57,840 shares; 2025Q4: 57,840 shares 57,840 $423K 0.01% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,597 shares; 2024Q4: 6,501 shares; 2025Q1: 5,910 shares; 2025Q2: 5,345 shares; 2025Q3: 5,386 shares; 2025Q4: 5,314 shares 5,314 $419K 0.01% -72 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: 14,118 shares; 2024Q4: 11,723 shares; 2025Q1: 11,496 shares; 2025Q2: 7,403 shares; 2025Q3: 7,308 shares; 2025Q4: 7,112 shares 7,112 $412K 0.01% -196 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: 4,910 shares; 2024Q4: 4,863 shares; 2025Q1: 2,600 shares; 2025Q2: 2,551 shares; 2025Q3: 3,145 shares; 2025Q4: 3,149 shares 3,149 $406K 0.01% +4 Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,849 shares; 2024Q4: 4,849 shares; 2025Q1: 4,787 shares; 2025Q2: 4,787 shares; 2025Q3: 4,787 shares; 2025Q4: 4,787 shares 4,787 $406K 0.01% 0 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,565 shares; 2024Q4: 19,287 shares; 2025Q1: 16,771 shares; 2025Q2: 16,672 shares; 2025Q3: 16,772 shares; 2025Q4: 16,871 shares 16,871 $405K 0.01% +99 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,767 shares; 2024Q4: 5,109 shares; 2025Q1: 5,105 shares; 2025Q2: 8,289 shares; 2025Q3: 7,899 shares; 2025Q4: 8,354 shares 8,354 $405K 0.01% +455 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: 119,123 shares; 2024Q4: 15,791 shares; 2025Q1: 8,745 shares; 2025Q2: 9,514 shares; 2025Q3: 8,441 shares; 2025Q4: 3,985 shares 3,985 $395K 0.01% -4,456 Timeline PHO 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: 5,575 shares; 2024Q4: 5,575 shares; 2025Q1: 5,575 shares; 2025Q2: 5,575 shares; 2025Q3: 5,575 shares; 2025Q4: 5,575 shares 5,575 $393K 0.01% 0 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,497 shares; 2024Q4: 1,376 shares; 2025Q1: 1,376 shares; 2025Q2: 1,376 shares; 2025Q3: 1,476 shares; 2025Q4: 1,376 shares 1,376 $392K 0.01% -100 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,146 shares; 2024Q4: 20,288 shares; 2025Q1: 12,610 shares; 2025Q2: 12,434 shares; 2025Q3: 10,654 shares; 2025Q4: 10,792 shares 10,792 $391K 0.01% +138 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: 6,089 shares; 2024Q4: 6,032 shares; 2025Q1: 6,392 shares; 2025Q2: 6,337 shares; 2025Q3: 5,687 shares; 2025Q4: 5,687 shares 5,687 $387K 0.01% 0 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,365 shares; 2025Q3: 1,265 shares; 2025Q4: 1,952 shares 1,952 $385K 0.01% +687 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,826 shares; 2024Q4: 4,508 shares; 2025Q1: 3,716 shares; 2025Q2: 3,129 shares; 2025Q3: 2,821 shares; 2025Q4: 1,083 shares 1,083 $380K 0.01% -1,738 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,660 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,660 shares; 2025Q3: 4,660 shares; 2025Q4: 5,235 shares 5,235 $376K 0.01% +575 Timeline TW TRADEWEB MKTS INC More: the full row for TRADEWEB MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,624 shares; 2024Q4: 5,624 shares; 2025Q1: 5,437 shares; 2025Q2: 5,373 shares; 2025Q3: 4,171 shares; 2025Q4: 3,469 shares 3,469 $373K 0.01% -702 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,486 shares; 2025Q3: 3,301 shares; 2025Q4: 8,109 shares 8,109 $372K 0.01% +4,808 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,975 shares; 2024Q4: not reported; 2025Q1: 5,372 shares; 2025Q2: 9,977 shares; 2025Q3: 12,276 shares; 2025Q4: 8,302 shares 8,302 $368K 0.01% -3,974 Timeline IBB 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: 1,717 shares; 2024Q4: 1,726 shares; 2025Q1: 2,123 shares; 2025Q2: 2,074 shares; 2025Q3: 2,179 shares; 2025Q4: 2,179 shares 2,179 $368K 0.01% 0 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: 2,420 shares; 2024Q4: 2,362 shares; 2025Q1: 1,913 shares; 2025Q2: 1,781 shares; 2025Q3: 1,440 shares; 2025Q4: 1,420 shares 1,420 $367K 0.01% -20 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,940 shares; 2024Q4: 7,847 shares; 2025Q1: 7,847 shares; 2025Q2: 7,847 shares; 2025Q3: 7,962 shares; 2025Q4: 8,062 shares 8,062 $367K 0.01% +100 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,862 shares; 2024Q4: 5,425 shares; 2025Q1: 5,425 shares; 2025Q2: 5,356 shares; 2025Q3: 5,048 shares; 2025Q4: 7,760 shares 7,760 $365K 0.01% +2,712 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,848 shares; 2024Q4: 9,996 shares; 2025Q1: 8,798 shares; 2025Q2: 8,805 shares; 2025Q3: 4,305 shares; 2025Q4: 4,270 shares 4,270 $364K 0.01% -35 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,828 shares; 2024Q4: 1,812 shares; 2025Q1: 1,812 shares; 2025Q2: 1,963 shares; 2025Q3: 1,643 shares; 2025Q4: 1,760 shares 1,760 $361K 0.01% +117 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,551 shares; 2025Q3: 21,133 shares; 2025Q4: 1,295 shares 1,295 $361K 0.01% -19,838 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,646 shares; 2025Q3: 4,033 shares; 2025Q4: 4,894 shares 4,894 $360K 0.01% +861 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,438 shares; 2024Q4: 5,914 shares; 2025Q1: 6,012 shares; 2025Q2: 6,780 shares; 2025Q3: 6,589 shares; 2025Q4: 7,337 shares 7,337 $360K 0.01% +748 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 865 shares; 2024Q4: 885 shares; 2025Q1: 828 shares; 2025Q2: 885 shares; 2025Q3: 773 shares; 2025Q4: 764 shares 764 $357K 0.01% -9 Timeline BBJP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,386 shares 5,386 $355K 0.01% new Timeline RSPM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,300 shares; 2024Q4: 10,300 shares; 2025Q1: 10,300 shares; 2025Q2: 10,300 shares; 2025Q3: 10,300 shares; 2025Q4: 10,300 shares 10,300 $351K 0.01% 0 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,277 shares; 2024Q4: 39,958 shares; 2025Q1: 40,617 shares; 2025Q2: 17,511 shares; 2025Q3: 14,821 shares; 2025Q4: 6,592 shares 6,592 $345K 0.01% -8,229 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: 7,200 shares; 2025Q3: 4,205 shares; 2025Q4: 4,805 shares 4,805 $345K 0.01% +600 Timeline SKT TANGER INC More: the full row for TANGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 700 shares; 2024Q4: 9,730 shares; 2025Q1: 9,730 shares; 2025Q2: 10,930 shares; 2025Q3: 9,730 shares; 2025Q4: 10,330 shares 10,330 $345K 0.01% +600 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: 4,352 shares; 2024Q4: 2,824 shares; 2025Q1: 2,699 shares; 2025Q2: 876 shares; 2025Q3: 771 shares; 2025Q4: 740 shares 740 $345K 0.01% -31 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: 1,629 shares; 2025Q2: 1,629 shares; 2025Q3: 1,629 shares; 2025Q4: 1,679 shares 1,679 $344K 0.01% +50 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,682 shares; 2024Q4: 2,721 shares; 2025Q1: 2,469 shares; 2025Q2: 2,279 shares; 2025Q3: 2,279 shares; 2025Q4: 2,272 shares 2,272 $344K <0.01% -7 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,670 shares; 2024Q4: 4,531 shares; 2025Q1: 4,612 shares; 2025Q2: 4,506 shares; 2025Q3: 3,719 shares; 2025Q4: 5,219 shares 5,219 $340K <0.01% +1,500 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,481 shares; 2025Q4: 1,481 shares 1,481 $339K <0.01% 0 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,111 shares; 2024Q4: 1,090 shares; 2025Q1: 1,112 shares; 2025Q2: 1,165 shares; 2025Q3: 1,305 shares; 2025Q4: 1,387 shares 1,387 $337K <0.01% +82 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,942 shares; 2024Q4: 1,891 shares; 2025Q1: 2,080 shares; 2025Q2: 1,890 shares; 2025Q3: 2,121 shares; 2025Q4: 1,898 shares 1,898 $334K <0.01% -223 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,374 shares; 2025Q2: 2,274 shares; 2025Q3: 2,218 shares; 2025Q4: 1,937 shares 1,937 $328K <0.01% -281 Timeline