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: 306,188 shares; 2024Q4: 300,602 shares; 2025Q1: 295,108 shares; 2025Q2: 294,840 shares; 2025Q3: 293,726 shares; 2025Q4: 291,662 shares 291,662 $57.9M 3.37% -2,064 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: 36,445 shares; 2024Q4: 39,694 shares; 2025Q1: 33,777 shares; 2025Q2: 33,694 shares; 2025Q3: 33,310 shares; 2025Q4: 73,749 shares 73,749 $45.8M 2.67% +40,439 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: 167,822 shares; 2024Q4: 162,574 shares; 2025Q1: 172,057 shares; 2025Q2: 179,171 shares; 2025Q3: 184,535 shares; 2025Q4: 182,061 shares 182,061 $43.5M 2.54% -2,474 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: 128,044 shares; 2024Q4: 124,120 shares; 2025Q1: 133,996 shares; 2025Q2: 145,079 shares; 2025Q3: 117,425 shares; 2025Q4: 107,412 shares 107,412 $35.4M 2.06% -10,013 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: 480,134 shares; 2024Q4: 1,355,107 shares; 2025Q1: 1,323,973 shares; 2025Q2: 1,308,401 shares; 2025Q3: 1,276,776 shares; 2025Q4: 1,248,334 shares 1,248,334 $34.1M 1.99% -28,442 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: 244,891 shares; 2025Q1: 259,569 shares; 2025Q2: 233,152 shares; 2025Q3: 188,306 shares; 2025Q4: 150,431 shares 150,431 $33.5M 1.95% -37,875 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: 54,793 shares; 2024Q4: 57,517 shares; 2025Q1: 65,453 shares; 2025Q2: 69,306 shares; 2025Q3: 70,289 shares; 2025Q4: 72,446 shares 72,446 $33.3M 1.94% +2,157 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: 658,423 shares; 2024Q4: 686,429 shares; 2025Q1: 669,902 shares; 2025Q2: 660,653 shares; 2025Q3: 658,872 shares; 2025Q4: 655,165 shares 655,165 $31M 1.8% -3,707 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: 264,851 shares; 2024Q4: 269,568 shares; 2025Q1: 279,815 shares; 2025Q2: 283,172 shares; 2025Q3: 281,177 shares; 2025Q4: 302,655 shares 302,655 $30.6M 1.78% +21,478 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: 46,770 shares; 2024Q4: 48,442 shares; 2025Q1: 48,645 shares; 2025Q2: 49,586 shares; 2025Q3: 51,934 shares; 2025Q4: 53,624 shares 53,624 $28.9M 1.69% +1,690 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: 103,990 shares; 2024Q4: 123,625 shares; 2025Q1: 145,238 shares; 2025Q2: 151,925 shares; 2025Q3: 159,190 shares; 2025Q4: 163,727 shares 163,727 $26.1M 1.52% +4,537 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 259,085 shares; 2024Q4: 273,157 shares; 2025Q1: 267,509 shares; 2025Q2: 264,959 shares; 2025Q3: 273,463 shares; 2025Q4: 295,413 shares 295,413 $25.3M 1.48% +21,950 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,731 shares; 2024Q4: 54,459 shares; 2025Q1: 54,658 shares; 2025Q2: 55,647 shares; 2025Q3: 61,831 shares; 2025Q4: 65,328 shares 65,328 $24.7M 1.44% +3,497 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 389,756 shares; 2024Q4: 386,867 shares; 2025Q1: 384,991 shares; 2025Q2: 392,627 shares; 2025Q3: 394,485 shares; 2025Q4: 395,479 shares 395,479 $24.4M 1.42% +994 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: 25,653 shares; 2024Q4: 28,512 shares; 2025Q1: 29,940 shares; 2025Q2: 31,323 shares; 2025Q3: 35,246 shares; 2025Q4: 43,735 shares 43,735 $23.9M 1.39% +8,489 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: 252,436 shares; 2024Q4: 297,725 shares; 2025Q1: 378,014 shares; 2025Q2: 362,902 shares; 2025Q3: 383,488 shares; 2025Q4: 392,418 shares 392,418 $23M 1.34% +8,930 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,860 shares; 2024Q4: 68,126 shares; 2025Q1: 72,692 shares; 2025Q2: 75,383 shares; 2025Q3: 80,029 shares; 2025Q4: 85,685 shares 85,685 $23M 1.34% +5,656 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 455,895 shares; 2024Q4: 523,390 shares; 2025Q1: 722,558 shares; 2025Q2: 828,905 shares; 2025Q3: 796,042 shares; 2025Q4: 632,986 shares 632,986 $20.6M 1.2% -163,056 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: 39,537 shares; 2024Q4: 51,341 shares; 2025Q1: 48,178 shares; 2025Q2: 52,956 shares; 2025Q3: 59,661 shares; 2025Q4: 61,202 shares 61,202 $20.2M 1.18% +1,541 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: 117,864 shares; 2024Q4: 115,674 shares; 2025Q1: 124,968 shares; 2025Q2: 129,856 shares; 2025Q3: 127,202 shares; 2025Q4: 133,541 shares 133,541 $20M 1.16% +6,339 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: 147,394 shares; 2024Q4: 117,473 shares; 2025Q1: 96,407 shares; 2025Q2: 96,913 shares; 2025Q3: 107,052 shares; 2025Q4: 114,734 shares 114,734 $19.9M 1.16% +7,682 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: 71,939 shares; 2024Q4: 81,766 shares; 2025Q1: 84,564 shares; 2025Q2: 87,709 shares; 2025Q3: 90,706 shares; 2025Q4: 89,830 shares 89,830 $19.6M 1.14% -876 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: 15,418 shares; 2024Q4: 15,851 shares; 2025Q1: 13,443 shares; 2025Q2: 224,737 shares; 2025Q3: 230,015 shares; 2025Q4: 206,386 shares 206,386 $19.5M 1.14% -23,629 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: 86,518 shares; 2024Q4: 105,009 shares; 2025Q1: 110,402 shares; 2025Q2: 115,293 shares; 2025Q3: 101,978 shares; 2025Q4: 105,741 shares 105,741 $19.4M 1.13% +3,763 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: 272,917 shares; 2024Q4: 352,260 shares; 2025Q1: 352,311 shares; 2025Q2: 363,694 shares; 2025Q3: 385,472 shares; 2025Q4: 391,205 shares 391,205 $18.9M 1.1% +5,733 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: 36,474 shares; 2024Q4: 53,029 shares; 2025Q1: 70,881 shares; 2025Q2: 79,280 shares; 2025Q3: 91,656 shares; 2025Q4: 79,914 shares 79,914 $18.9M 1.1% -11,742 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: 194,595 shares; 2024Q4: 196,112 shares; 2025Q1: 183,256 shares; 2025Q2: 183,985 shares; 2025Q3: 198,778 shares; 2025Q4: 213,184 shares 213,184 $18.8M 1.09% +14,406 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,962 shares; 2024Q4: 70,522 shares; 2025Q1: 72,814 shares; 2025Q2: 76,987 shares; 2025Q3: 78,599 shares; 2025Q4: 86,111 shares 86,111 $18.2M 1.06% +7,512 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: 108,019 shares; 2024Q4: 63,264 shares; 2025Q1: 78,135 shares; 2025Q2: 61,555 shares; 2025Q3: 50,154 shares; 2025Q4: 51,785 shares 51,785 $18.2M 1.06% +1,631 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: 23,528 shares; 2024Q4: 24,214 shares; 2025Q1: 28,992 shares; 2025Q2: 30,423 shares; 2025Q3: 29,695 shares; 2025Q4: 29,100 shares 29,100 $18M 1.05% -595 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: 124,750 shares; 2024Q4: 106,050 shares; 2025Q1: 170,959 shares; 2025Q2: 192,997 shares; 2025Q3: 240,498 shares; 2025Q4: 242,200 shares 242,200 $18M 1.05% +1,702 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: 287,979 shares; 2024Q4: 210,156 shares; 2025Q1: 218,643 shares; 2025Q2: 223,674 shares; 2025Q3: 231,531 shares; 2025Q4: 238,606 shares 238,606 $17.9M 1.05% +7,075 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: 29,125 shares; 2024Q4: 27,871 shares; 2025Q1: 29,888 shares; 2025Q2: 31,826 shares; 2025Q3: 31,780 shares; 2025Q4: 30,903 shares 30,903 $17.9M 1.04% -877 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: 451,419 shares; 2024Q4: 564,035 shares; 2025Q1: 598,475 shares; 2025Q2: 644,591 shares; 2025Q3: 705,258 shares; 2025Q4: 695,951 shares 695,951 $17.9M 1.04% -9,307 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: 137,936 shares; 2024Q4: 136,998 shares; 2025Q1: 131,730 shares; 2025Q2: 133,946 shares; 2025Q3: 142,630 shares; 2025Q4: 147,162 shares 147,162 $17.6M 1.03% +4,532 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: 18,814 shares; 2024Q4: 33,981 shares; 2025Q1: 38,678 shares; 2025Q2: 42,016 shares; 2025Q3: 44,340 shares; 2025Q4: 46,181 shares 46,181 $17.6M 1.02% +1,841 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: 62,845 shares; 2024Q4: 75,059 shares; 2025Q1: 68,717 shares; 2025Q2: 76,253 shares; 2025Q3: 79,462 shares; 2025Q4: 81,323 shares 81,323 $17.4M 1.02% +1,861 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: 18,855 shares; 2024Q4: 23,300 shares; 2025Q1: 25,726 shares; 2025Q2: 27,255 shares; 2025Q3: 30,055 shares; 2025Q4: 29,607 shares 29,607 $17.2M 1% -448 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,061 shares; 2024Q4: 2,071 shares; 2025Q1: 1,810 shares; 2025Q2: 1,810 shares; 2025Q3: 54,397 shares; 2025Q4: 55,759 shares 55,759 $17M 0.99% +1,362 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 138,084 shares; 2025Q4: 142,972 shares 142,972 $16.9M 0.98% +4,888 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: 57,903 shares; 2024Q4: 57,953 shares; 2025Q1: 61,056 shares; 2025Q2: 64,511 shares; 2025Q3: 66,647 shares; 2025Q4: 65,502 shares 65,502 $16.7M 0.98% -1,145 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: 155,619 shares; 2024Q4: 213,485 shares; 2025Q1: 232,411 shares; 2025Q2: 239,415 shares; 2025Q3: 266,198 shares; 2025Q4: 227,633 shares 227,633 $16.5M 0.96% -38,565 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 205,552 shares; 2024Q4: 219,120 shares; 2025Q1: 255,269 shares; 2025Q2: 218,906 shares; 2025Q3: 224,782 shares; 2025Q4: 233,239 shares 233,239 $16.4M 0.96% +8,457 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: 3,417 shares; 2024Q4: 2,914 shares; 2025Q1: 3,005 shares; 2025Q2: 2,948 shares; 2025Q3: 3,047 shares; 2025Q4: 3,203 shares 3,203 $16.4M 0.95% +156 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: 28,592 shares; 2024Q4: 29,430 shares; 2025Q1: 26,991 shares; 2025Q2: 28,956 shares; 2025Q3: 31,649 shares; 2025Q4: 32,250 shares 32,250 $15.9M 0.93% +601 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: 40,961 shares; 2024Q4: 51,651 shares; 2025Q1: 51,229 shares; 2025Q2: 52,757 shares; 2025Q3: 62,588 shares; 2025Q4: 53,472 shares 53,472 $15.8M 0.92% -9,116 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: 51,281 shares; 2024Q4: 45,984 shares; 2025Q1: 50,706 shares; 2025Q2: 59,099 shares; 2025Q3: 72,608 shares; 2025Q4: 69,288 shares 69,288 $15.7M 0.92% -3,320 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,590 shares; 2024Q4: 140,795 shares; 2025Q1: 109,688 shares; 2025Q2: 127,366 shares; 2025Q3: 158,249 shares; 2025Q4: 167,199 shares 167,199 $15.6M 0.91% +8,950 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: 295,382 shares; 2024Q4: 303,732 shares; 2025Q1: 303,756 shares; 2025Q2: 305,192 shares; 2025Q3: 304,874 shares; 2025Q4: 302,771 shares 302,771 $15.3M 0.89% -2,103 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: 2,435 shares; 2024Q4: 2,418 shares; 2025Q1: 104,952 shares; 2025Q2: 117,453 shares; 2025Q3: 130,232 shares; 2025Q4: 135,004 shares 135,004 $14.7M 0.86% +4,772 Timeline CGNX COGNEX CORP More: the full row for COGNEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 293,782 shares; 2024Q4: 314,609 shares; 2025Q1: 440,882 shares; 2025Q2: 466,276 shares; 2025Q3: 373,861 shares; 2025Q4: 357,486 shares 357,486 $14.6M 0.85% -16,375 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: 21,526 shares; 2024Q4: 24,588 shares; 2025Q1: 22,924 shares; 2025Q2: 25,364 shares; 2025Q3: 33,857 shares; 2025Q4: 32,929 shares 32,929 $14.5M 0.85% -928 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: 63,223 shares; 2024Q4: 74,769 shares; 2025Q1: 79,478 shares; 2025Q2: 93,666 shares; 2025Q3: 98,065 shares; 2025Q4: 99,265 shares 99,265 $14.5M 0.85% +1,200 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 166,795 shares; 2024Q4: 155,406 shares; 2025Q1: 188,355 shares; 2025Q2: 140,296 shares; 2025Q3: 137,300 shares; 2025Q4: 123,190 shares 123,190 $14.3M 0.84% -14,110 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: 258,734 shares; 2024Q4: 267,033 shares; 2025Q1: 262,467 shares; 2025Q2: 260,855 shares; 2025Q3: 271,733 shares; 2025Q4: 286,299 shares 286,299 $13.6M 0.79% +14,566 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,785 shares; 2025Q1: 55,623 shares; 2025Q2: 61,539 shares; 2025Q3: 65,039 shares; 2025Q4: 68,421 shares 68,421 $13.5M 0.79% +3,382 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: 120,948 shares; 2024Q4: 159,361 shares; 2025Q1: 169,185 shares; 2025Q2: 149,106 shares; 2025Q3: 152,705 shares; 2025Q4: 156,739 shares 156,739 $13.3M 0.77% +4,034 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: 60,740 shares; 2024Q4: 65,601 shares; 2025Q1: 68,678 shares; 2025Q2: 73,916 shares; 2025Q3: 80,492 shares; 2025Q4: 78,762 shares 78,762 $13.1M 0.76% -1,730 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 166,892 shares; 2024Q4: 187,869 shares; 2025Q1: 196,388 shares; 2025Q2: 200,713 shares; 2025Q3: 208,676 shares; 2025Q4: 197,979 shares 197,979 $12.9M 0.75% -10,697 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: 45,745 shares; 2024Q4: 55,109 shares; 2025Q1: 53,276 shares; 2025Q2: 58,535 shares; 2025Q3: 47,020 shares; 2025Q4: 46,089 shares 46,089 $12.5M 0.73% -931 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 738,298 shares; 2024Q4: 491,922 shares; 2025Q1: 624,508 shares; 2025Q2: 654,566 shares; 2025Q3: 756,207 shares; 2025Q4: 786,264 shares 786,264 $12.5M 0.73% +30,057 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: 159,441 shares; 2024Q4: 163,515 shares; 2025Q1: 135,091 shares; 2025Q2: 137,966 shares; 2025Q3: 144,390 shares; 2025Q4: 152,540 shares 152,540 $11.7M 0.68% +8,150 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: 30,023 shares; 2024Q4: 31,403 shares; 2025Q1: 29,490 shares; 2025Q2: 30,383 shares; 2025Q3: 32,037 shares; 2025Q4: 32,630 shares 32,630 $10.7M 0.62% +593 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: 92,963 shares; 2024Q4: 141,594 shares; 2025Q1: 164,067 shares; 2025Q2: 185,142 shares; 2025Q3: 189,387 shares; 2025Q4: 163,891 shares 163,891 $10.6M 0.61% -25,496 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: not reported; 2024Q4: not reported; 2025Q1: 27,966 shares; 2025Q2: 39,274 shares; 2025Q3: 40,523 shares; 2025Q4: 50,049 shares 50,049 $10.4M 0.6% +9,526 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: 138,785 shares; 2024Q4: 148,117 shares; 2025Q1: 169,263 shares; 2025Q2: 174,616 shares; 2025Q3: 216,777 shares; 2025Q4: 183,534 shares 183,534 $10.3M 0.6% -33,243 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: not reported; 2024Q4: 54,729 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,783 shares; 2025Q4: 356,179 shares 356,179 $10.3M 0.6% +340,396 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 187,984 shares; 2025Q1: 184,097 shares; 2025Q2: 170,862 shares; 2025Q3: 176,130 shares; 2025Q4: 176,590 shares 176,590 $9.61M 0.56% +460 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: 41,227 shares; 2024Q4: 48,704 shares; 2025Q1: 46,642 shares; 2025Q2: 39,642 shares; 2025Q3: 40,692 shares; 2025Q4: 39,938 shares 39,938 $9.47M 0.55% -754 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,357 shares; 2024Q4: 122,353 shares; 2025Q1: 138,704 shares; 2025Q2: 146,508 shares; 2025Q3: 209,431 shares; 2025Q4: 236,883 shares 236,883 $9.47M 0.55% +27,452 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 279,175 shares; 2024Q4: 288,359 shares; 2025Q1: 304,011 shares; 2025Q2: 315,402 shares; 2025Q3: 321,027 shares; 2025Q4: 340,350 shares 340,350 $9.45M 0.55% +19,323 Timeline MGY MAGNOLIA OIL & GAS CORP More: the full row for MAGNOLIA OIL & GAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 294,738 shares; 2024Q4: 314,515 shares; 2025Q1: 336,917 shares; 2025Q2: 363,030 shares; 2025Q3: 381,969 shares; 2025Q4: 417,192 shares 417,192 $9.43M 0.55% +35,223 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,970 shares 37,970 $9.4M 0.55% new 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: 75,641 shares; 2024Q4: 81,727 shares; 2025Q1: 93,524 shares; 2025Q2: 98,683 shares; 2025Q3: 109,114 shares; 2025Q4: 111,655 shares 111,655 $9.34M 0.54% +2,541 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: 177,351 shares; 2024Q4: 186,393 shares; 2025Q1: 198,365 shares; 2025Q2: 203,600 shares; 2025Q3: 219,189 shares; 2025Q4: 239,741 shares 239,741 $9.33M 0.54% +20,552 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 96,393 shares 96,393 $9.33M 0.54% new 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: 42,138 shares; 2024Q4: 44,721 shares; 2025Q1: 46,875 shares; 2025Q2: 50,521 shares; 2025Q3: 59,322 shares; 2025Q4: 64,191 shares 64,191 $9.28M 0.54% +4,869 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 425,256 shares; 2024Q4: 428,014 shares; 2025Q1: 450,031 shares; 2025Q2: 462,857 shares; 2025Q3: 479,152 shares; 2025Q4: 510,940 shares 510,940 $9.21M 0.54% +31,788 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,816 shares; 2024Q4: 76,283 shares; 2025Q1: 92,691 shares; 2025Q2: 146,726 shares; 2025Q3: 157,657 shares; 2025Q4: 158,889 shares 158,889 $9.04M 0.53% +1,232 Timeline GXO GXO LOGISTICS INCORPORATED More: the full row for GXO LOGISTICS INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,437 shares; 2024Q4: 136,872 shares; 2025Q1: 160,801 shares; 2025Q2: 160,258 shares; 2025Q3: 159,898 shares; 2025Q4: 156,687 shares 156,687 $8.86M 0.52% -3,211 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: 881 shares; 2024Q4: 1,328 shares; 2025Q1: 1,217 shares; 2025Q2: 1,500 shares; 2025Q3: 2,353 shares; 2025Q4: 13,310 shares 13,310 $8.47M 0.49% +10,957 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: 74,427 shares; 2024Q4: 52,818 shares; 2025Q1: 55,701 shares; 2025Q2: 57,708 shares; 2025Q3: 59,727 shares; 2025Q4: 61,486 shares 61,486 $8.42M 0.49% +1,759 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: 102,921 shares; 2024Q4: 110,098 shares; 2025Q1: 116,787 shares; 2025Q2: 121,337 shares; 2025Q3: 127,167 shares; 2025Q4: 133,882 shares 133,882 $8.22M 0.48% +6,715 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 195,288 shares; 2024Q4: 203,755 shares; 2025Q1: 201,233 shares; 2025Q2: 203,297 shares; 2025Q3: 212,398 shares; 2025Q4: 223,264 shares 223,264 $8.22M 0.48% +10,866 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: 73,913 shares; 2024Q4: 77,493 shares; 2025Q1: 80,483 shares; 2025Q2: 83,551 shares; 2025Q3: 87,526 shares; 2025Q4: 91,616 shares 91,616 $8.14M 0.47% +4,090 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: 9,885 shares; 2024Q4: 12,167 shares; 2025Q1: 2,324 shares; 2025Q2: 2,640 shares; 2025Q3: 9,533 shares; 2025Q4: 11,558 shares 11,558 $7.99M 0.47% +2,025 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,263 shares; 2024Q4: 38,810 shares; 2025Q1: 41,858 shares; 2025Q2: 42,931 shares; 2025Q3: 44,818 shares; 2025Q4: 47,191 shares 47,191 $7.72M 0.45% +2,373 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: 13,997 shares; 2024Q4: 18,120 shares; 2025Q1: 86,321 shares; 2025Q2: 83,660 shares; 2025Q3: 109,699 shares; 2025Q4: 109,497 shares 109,497 $7.71M 0.45% -202 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: 69,437 shares; 2024Q4: 243,997 shares; 2025Q1: 115,229 shares; 2025Q2: 106,054 shares; 2025Q3: 224,684 shares; 2025Q4: 233,232 shares 233,232 $7.55M 0.44% +8,548 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,384 shares 17,384 $7.23M 0.42% new Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 285,953 shares; 2024Q4: 301,632 shares; 2025Q1: 318,488 shares; 2025Q2: 389,384 shares; 2025Q3: 416,118 shares; 2025Q4: 403,580 shares 403,580 $7.2M 0.42% -12,538 Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 180,657 shares 180,657 $7.14M 0.42% new Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,831 shares; 2024Q4: 1,808 shares; 2025Q1: 56,199 shares; 2025Q2: 59,134 shares; 2025Q3: 62,900 shares; 2025Q4: 66,867 shares 66,867 $7.04M 0.41% +3,967 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: 23,043 shares; 2024Q4: 30,140 shares; 2025Q1: 34,056 shares; 2025Q2: 30,693 shares; 2025Q3: 32,040 shares; 2025Q4: 37,008 shares 37,008 $6.89M 0.4% +4,968 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: 83,612 shares; 2024Q4: 103,128 shares; 2025Q1: 104,918 shares; 2025Q2: 108,187 shares; 2025Q3: 118,634 shares; 2025Q4: 117,232 shares 117,232 $6.71M 0.39% -1,402 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: 3,416 shares; 2024Q4: 3,097 shares; 2025Q1: 3,482 shares; 2025Q2: 45,941 shares; 2025Q3: 35,984 shares; 2025Q4: 34,619 shares 34,619 $6.62M 0.39% -1,365 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 281,922 shares; 2024Q4: 295,605 shares; 2025Q1: 297,969 shares; 2025Q2: 214,338 shares; 2025Q3: 213,342 shares; 2025Q4: 196,199 shares 196,199 $5.22M 0.3% -17,143 Timeline SPIB 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: 147,692 shares; 2024Q4: 154,334 shares; 2025Q1: 155,847 shares; 2025Q2: 153,868 shares; 2025Q3: 151,673 shares; 2025Q4: 153,075 shares 153,075 $5.18M 0.3% +1,402 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: 217,857 shares; 2024Q4: 231,304 shares; 2025Q1: 261,062 shares; 2025Q2: 200,341 shares; 2025Q3: 209,734 shares; 2025Q4: 181,189 shares 181,189 $5.04M 0.29% -28,545 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: not reported; 2024Q4: not reported; 2025Q1: 51,541 shares; 2025Q2: 49,554 shares; 2025Q3: not reported; 2025Q4: 55,323 shares 55,323 $4.88M 0.28% new 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: 8,248 shares; 2024Q4: 8,329 shares; 2025Q1: 8,126 shares; 2025Q2: 8,301 shares; 2025Q3: 8,572 shares; 2025Q4: 14,057 shares 14,057 $4.39M 0.26% +5,485 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: 47,207 shares; 2024Q4: 63,201 shares; 2025Q1: 96,794 shares; 2025Q2: 94,400 shares; 2025Q3: 47,654 shares; 2025Q4: 17,262 shares 17,262 $4.21M 0.25% -30,392 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: not reported; 2024Q4: 140,400 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 139,467 shares; 2025Q4: 135,147 shares 135,147 $4.13M 0.24% -4,320 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: 15,476 shares; 2024Q4: 14,806 shares; 2025Q1: 14,021 shares; 2025Q2: 13,880 shares; 2025Q3: 13,882 shares; 2025Q4: 13,390 shares 13,390 $4.02M 0.23% -492 Timeline PXF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 69,019 shares; 2025Q2: 66,378 shares; 2025Q3: 63,257 shares; 2025Q4: 58,639 shares 58,639 $4M 0.23% -4,618 Timeline EEMV 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: 65,325 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 61,188 shares; 2025Q3: 61,359 shares; 2025Q4: 60,342 shares 60,342 $3.99M 0.23% -1,017 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: 60,815 shares; 2024Q4: 63,282 shares; 2025Q1: 63,532 shares; 2025Q2: 63,600 shares; 2025Q3: 64,966 shares; 2025Q4: 64,318 shares 64,318 $3.85M 0.22% -648 Timeline DBEU DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 73,171 shares; 2025Q2: 78,342 shares; 2025Q3: not reported; 2025Q4: 71,994 shares 71,994 $3.6M 0.21% new 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: 61,950 shares; 2024Q4: 61,973 shares; 2025Q1: 61,845 shares; 2025Q2: 62,087 shares; 2025Q3: 64,966 shares; 2025Q4: 59,894 shares 59,894 $2.99M 0.17% -5,072 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,932 shares; 2025Q4: 13,206 shares 13,206 $2.79M 0.16% +274 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: 1,136 shares; 2024Q4: 1,239 shares; 2025Q1: 8,041 shares; 2025Q2: 8,060 shares; 2025Q3: 8,507 shares; 2025Q4: 8,104 shares 8,104 $2.77M 0.16% -403 Timeline JBND 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: 49,975 shares; 2025Q3: 49,151 shares; 2025Q4: 49,151 shares 49,151 $2.66M 0.15% 0 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,071 shares; 2024Q4: 8,051 shares; 2025Q1: 8,165 shares; 2025Q2: 7,910 shares; 2025Q3: 7,897 shares; 2025Q4: 7,588 shares 7,588 $2.51M 0.15% -309 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: 762 shares; 2024Q4: 742 shares; 2025Q1: 651 shares; 2025Q2: 665 shares; 2025Q3: 1,192 shares; 2025Q4: 2,319 shares 2,319 $2.41M 0.14% +1,127 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,837 shares; 2024Q4: 3,590 shares; 2025Q1: 3,590 shares; 2025Q2: 3,519 shares; 2025Q3: 3,519 shares; 2025Q4: 3,519 shares 3,519 $1.72M 0.1% 0 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: 13,332 shares; 2024Q4: 10,885 shares; 2025Q1: 10,657 shares; 2025Q2: 10,799 shares; 2025Q3: 13,001 shares; 2025Q4: 12,875 shares 12,875 $1.67M 0.1% -126 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: 15,179 shares; 2024Q4: 14,111 shares; 2025Q1: 13,724 shares; 2025Q2: 13,387 shares; 2025Q3: 13,318 shares; 2025Q4: 12,841 shares 12,841 $1.65M 0.1% -477 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,540 shares; 2024Q4: 5,563 shares; 2025Q1: 6,597 shares; 2025Q2: 6,375 shares; 2025Q3: 6,242 shares; 2025Q4: 3,564 shares 3,564 $1.56M 0.09% -2,678 Timeline EFAV 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: 20,273 shares; 2024Q4: 19,018 shares; 2025Q1: 18,296 shares; 2025Q2: 17,428 shares; 2025Q3: 16,950 shares; 2025Q4: 16,196 shares 16,196 $1.42M 0.08% -754 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,914 shares; 2024Q4: 124,052 shares; 2025Q1: 87,329 shares; 2025Q2: 91,328 shares; 2025Q3: 93,972 shares; 2025Q4: 6,844 shares 6,844 $1.4M 0.08% -87,128 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,574 shares; 2024Q4: 53,936 shares; 2025Q1: 52,336 shares; 2025Q2: 48,663 shares; 2025Q3: 47,823 shares; 2025Q4: 52,131 shares 52,131 $1.27M 0.07% +4,308 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: not reported; 2024Q4: 1,581 shares; 2025Q1: 2,668 shares; 2025Q2: 2,691 shares; 2025Q3: 2,761 shares; 2025Q4: 3,075 shares 3,075 $1.05M 0.06% +314 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: not reported; 2024Q4: not reported; 2025Q1: 4,491 shares; 2025Q2: 4,482 shares; 2025Q3: 4,657 shares; 2025Q4: 4,652 shares 4,652 $1.05M 0.06% -5 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: 359 shares; 2024Q4: 430 shares; 2025Q1: 654 shares; 2025Q2: 654 shares; 2025Q3: 756 shares; 2025Q4: 765 shares 765 $1.04M 0.06% +9 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,630 shares; 2024Q4: 26,598 shares; 2025Q1: 26,598 shares; 2025Q2: 24,959 shares; 2025Q3: 24,959 shares; 2025Q4: 24,959 shares 24,959 $1.03M 0.06% 0 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: 8,738 shares; 2024Q4: 8,848 shares; 2025Q1: 8,415 shares; 2025Q2: 8,417 shares; 2025Q3: 9,941 shares; 2025Q4: 8,485 shares 8,485 $1.01M 0.06% -1,456 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,106 shares; 2024Q4: 21,120 shares; 2025Q1: 21,135 shares; 2025Q2: 21,150 shares; 2025Q3: 21,278 shares; 2025Q4: 20,503 shares 20,503 $999K 0.06% -775 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,409 shares; 2025Q2: 1,432 shares; 2025Q3: 4,200 shares; 2025Q4: 4,207 shares 4,207 $939K 0.05% +7 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: 212,520 shares; 2024Q4: 3,371 shares; 2025Q1: 2,997 shares; 2025Q2: 3,292 shares; 2025Q3: 3,080 shares; 2025Q4: 5,433 shares 5,433 $929K 0.05% +2,353 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,301 shares; 2025Q1: 2,262 shares; 2025Q2: 2,298 shares; 2025Q3: 2,095 shares; 2025Q4: 2,684 shares 2,684 $873K 0.05% +589 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,669 shares; 2024Q4: 9,271 shares; 2025Q1: 9,272 shares; 2025Q2: 9,274 shares; 2025Q3: 9,009 shares; 2025Q4: 8,639 shares 8,639 $853K 0.05% -370 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: 8,353 shares; 2025Q1: not reported; 2025Q2: 8,853 shares; 2025Q3: 8,871 shares; 2025Q4: 8,952 shares 8,952 $850K 0.05% +81 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,041 shares; 2024Q4: 26,306 shares; 2025Q1: 28,243 shares; 2025Q2: 28,669 shares; 2025Q3: 29,245 shares; 2025Q4: 30,944 shares 30,944 $827K 0.05% +1,699 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: not reported; 2024Q4: not reported; 2025Q1: 10,675 shares; 2025Q2: 10,775 shares; 2025Q3: 14,983 shares; 2025Q4: 13,898 shares 13,898 $819K 0.05% -1,085 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: 17,552 shares; 2024Q4: 17,517 shares; 2025Q1: 10,986 shares; 2025Q2: 11,267 shares; 2025Q3: 15,286 shares; 2025Q4: 13,668 shares 13,668 $798K 0.05% -1,618 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,091 shares 4,091 $783K 0.05% new Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 640 shares; 2024Q4: 552 shares; 2025Q1: 530 shares; 2025Q2: 493 shares; 2025Q3: 1,060 shares; 2025Q4: 1,117 shares 1,117 $776K 0.05% +57 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,392 shares; 2024Q4: 57,849 shares; 2025Q1: 59,257 shares; 2025Q2: 60,618 shares; 2025Q3: 61,830 shares; 2025Q4: 63,280 shares 63,280 $744K 0.04% +1,450 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares 1 $741K 0.04% 0 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: 2,026 shares; 2024Q4: 2,026 shares; 2025Q1: 2,002 shares; 2025Q2: 2,016 shares; 2025Q3: 2,011 shares; 2025Q4: 2,009 shares 2,009 $719K 0.04% -2 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,816 shares; 2024Q4: 3,852 shares; 2025Q1: 3,934 shares; 2025Q2: 3,778 shares; 2025Q3: 3,504 shares; 2025Q4: 3,547 shares 3,547 $716K 0.04% +43 Timeline DFAC 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: 16,976 shares; 2024Q4: 17,025 shares; 2025Q1: 17,067 shares; 2025Q2: 17,118 shares; 2025Q3: 17,166 shares; 2025Q4: 17,205 shares 17,205 $700K 0.04% +39 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,330 shares; 2024Q4: 4,684 shares; 2025Q1: 4,718 shares; 2025Q2: 4,718 shares; 2025Q3: 4,718 shares; 2025Q4: 4,684 shares 4,684 $695K 0.04% -34 Timeline EZBC FRANKLIN TEMPLETON DIGITAL H More: the full row for FRANKLIN TEMPLETON DIGITAL H Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,375 shares; 2025Q1: 12,375 shares; 2025Q2: 12,375 shares; 2025Q3: 12,375 shares; 2025Q4: 12,432 shares 12,432 $687K 0.04% +57 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: 2,518 shares; 2024Q4: 2,344 shares; 2025Q1: 2,316 shares; 2025Q2: 2,402 shares; 2025Q3: 2,421 shares; 2025Q4: 2,420 shares 2,420 $672K 0.04% -1 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,333 shares; 2024Q4: 7,055 shares; 2025Q1: 7,055 shares; 2025Q2: 7,067 shares; 2025Q3: 7,045 shares; 2025Q4: 6,666 shares 6,666 $671K 0.04% -379 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: 2,836 shares; 2024Q4: 2,545 shares; 2025Q1: 2,546 shares; 2025Q2: 2,595 shares; 2025Q3: 3,624 shares; 2025Q4: 3,991 shares 3,991 $653K 0.04% +367 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: 1,143 shares; 2024Q4: 1,118 shares; 2025Q1: 1,229 shares; 2025Q2: 1,122 shares; 2025Q3: 1,356 shares; 2025Q4: 1,461 shares 1,461 $616K 0.04% +105 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: 12,118 shares; 2024Q4: 12,588 shares; 2025Q1: 11,141 shares; 2025Q2: 11,488 shares; 2025Q3: 11,664 shares; 2025Q4: 11,547 shares 11,547 $612K 0.04% -117 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 483 shares; 2025Q4: 1,384 shares 1,384 $608K 0.04% +901 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: 3,759 shares; 2024Q4: 3,431 shares; 2025Q1: 3,911 shares; 2025Q2: 3,830 shares; 2025Q3: 4,849 shares; 2025Q4: 5,894 shares 5,894 $556K 0.03% +1,045 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,828 shares 10,828 $553K 0.03% new Timeline FSMB 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: 26,077 shares; 2024Q4: 27,870 shares; 2025Q1: 28,092 shares; 2025Q2: 28,243 shares; 2025Q3: 27,717 shares; 2025Q4: 27,163 shares 27,163 $547K 0.03% -554 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,558 shares 3,558 $532K 0.03% new 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: 2,364 shares; 2024Q4: 2,340 shares; 2025Q1: 2,343 shares; 2025Q2: 2,344 shares; 2025Q3: 4,663 shares; 2025Q4: 3,507 shares 3,507 $522K 0.03% -1,156 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,948 shares; 2025Q4: 8,927 shares 8,927 $520K 0.03% +4,979 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,794 shares 2,794 $518K 0.03% new Timeline SFST SOUTHERN FIRST BANCSHARES More: the full row for SOUTHERN FIRST BANCSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,295 shares; 2024Q4: 9,656 shares; 2025Q1: 10,287 shares; 2025Q2: 10,287 shares; 2025Q3: 10,044 shares; 2025Q4: 9,294 shares 9,294 $518K 0.03% -750 Timeline INTF 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: 13,438 shares; 2025Q4: 13,222 shares 13,222 $516K 0.03% -216 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: 811 shares; 2024Q4: 846 shares; 2025Q1: 858 shares; 2025Q2: 870 shares; 2025Q3: 1,101 shares; 2025Q4: 798 shares 798 $516K 0.03% -303 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: 1,618 shares; 2024Q4: 1,439 shares; 2025Q1: 1,350 shares; 2025Q2: 1,309 shares; 2025Q3: 1,571 shares; 2025Q4: 2,166 shares 2,166 $506K 0.03% +595 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: 2,064 shares; 2024Q4: 2,064 shares; 2025Q1: 1,962 shares; 2025Q2: 1,980 shares; 2025Q3: 2,339 shares; 2025Q4: 2,861 shares 2,861 $502K 0.03% +522 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: 865 shares; 2024Q4: 797 shares; 2025Q1: 1,529 shares; 2025Q2: 1,575 shares; 2025Q3: 1,591 shares; 2025Q4: 1,600 shares 1,600 $492K 0.03% +9 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: 3,802 shares; 2024Q4: 3,580 shares; 2025Q1: 3,390 shares; 2025Q2: 1,902 shares; 2025Q3: 1,071 shares; 2025Q4: 1,008 shares 1,008 $489K 0.03% -63 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: not reported; 2024Q4: 7,176 shares; 2025Q1: 7,306 shares; 2025Q2: 7,355 shares; 2025Q3: 7,749 shares; 2025Q4: 7,886 shares 7,886 $485K 0.03% +137 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: 3,892 shares; 2024Q4: 3,572 shares; 2025Q1: 3,557 shares; 2025Q2: 3,681 shares; 2025Q3: 3,775 shares; 2025Q4: 3,707 shares 3,707 $451K 0.03% -68 Timeline FSMD 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,670 shares; 2025Q4: 9,600 shares 9,600 $444K 0.03% -1,070 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: 533 shares; 2024Q4: 471 shares; 2025Q1: 410 shares; 2025Q2: 483 shares; 2025Q3: 490 shares; 2025Q4: 461 shares 461 $444K 0.03% -29 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,043 shares; 2024Q4: 1,001 shares; 2025Q1: 1,000 shares; 2025Q2: 1,008 shares; 2025Q3: 1,719 shares; 2025Q4: 1,500 shares 1,500 $436K 0.03% -219 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,152 shares; 2025Q3: 7,223 shares; 2025Q4: 13,875 shares 13,875 $428K 0.02% +6,652 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,612 shares; 2025Q3: 8,879 shares; 2025Q4: 8,885 shares 8,885 $417K 0.02% +6 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: 4,525 shares; 2025Q2: 4,526 shares; 2025Q3: 4,664 shares; 2025Q4: 8,579 shares 8,579 $406K 0.02% +3,915 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: 4,380 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,599 shares; 2025Q4: 5,430 shares 5,430 $403K 0.02% +831 Timeline BCSF BAIN CAP SPECIALTY FIN INC More: the full row for BAIN CAP SPECIALTY FIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,000 shares; 2024Q4: 20,000 shares; 2025Q1: 22,000 shares; 2025Q2: 22,000 shares; 2025Q3: 22,000 shares; 2025Q4: 29,278 shares 29,278 $403K 0.02% +7,278 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: 4,780 shares; 2024Q4: not reported; 2025Q1: 3,017 shares; 2025Q2: 2,961 shares; 2025Q3: 5,889 shares; 2025Q4: 12,328 shares 12,328 $402K 0.02% +6,439 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: 344 shares; 2025Q1: 345 shares; 2025Q2: 350 shares; 2025Q3: 340 shares; 2025Q4: 343 shares 343 $399K 0.02% +3 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: 3,999 shares; 2024Q4: 4,003 shares; 2025Q1: 4,003 shares; 2025Q2: 3,938 shares; 2025Q3: 4,067 shares; 2025Q4: 3,996 shares 3,996 $398K 0.02% -71 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS 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: 12,500 shares; 2025Q2: 12,500 shares; 2025Q3: 12,500 shares; 2025Q4: 12,500 shares 12,500 $397K 0.02% 0 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,007 shares; 2024Q4: 18,033 shares; 2025Q1: 23,296 shares; 2025Q2: 23,534 shares; 2025Q3: 23,445 shares; 2025Q4: 22,561 shares 22,561 $391K 0.02% -884 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,272 shares; 2025Q4: 1,683 shares 1,683 $389K 0.02% +411 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: 6,980 shares; 2024Q4: 5,576 shares; 2025Q1: 6,160 shares; 2025Q2: 6,205 shares; 2025Q3: 8,043 shares; 2025Q4: 8,281 shares 8,281 $387K 0.02% +238 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,947 shares; 2025Q4: 2,328 shares 2,328 $385K 0.02% +381 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,384 shares; 2024Q4: 54,259 shares; 2025Q1: 48,592 shares; 2025Q2: 47,347 shares; 2025Q3: 55,041 shares; 2025Q4: 70,113 shares 70,113 $385K 0.02% +15,072 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,898 shares; 2025Q2: 2,898 shares; 2025Q3: 2,877 shares; 2025Q4: 2,551 shares 2,551 $383K 0.02% -326 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,755 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,948 shares; 2025Q4: 4,397 shares 4,397 $374K 0.02% +449 Timeline PCT PURECYCLE TECHNOLOGIES INC More: the full row for PURECYCLE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,951 shares; 2024Q4: 27,951 shares; 2025Q1: 35,193 shares; 2025Q2: 29,045 shares; 2025Q3: 27,067 shares; 2025Q4: 31,067 shares 31,067 $365K 0.02% +4,000 Timeline UMC UNITED MICROELECTRONICS CORP More: the full row for UNITED MICROELECTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,697 shares; 2024Q4: 20,147 shares; 2025Q1: 24,074 shares; 2025Q2: 23,578 shares; 2025Q3: 28,451 shares; 2025Q4: 38,635 shares 38,635 $359K 0.02% +10,184 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,404 shares; 2025Q4: 5,670 shares 5,670 $353K 0.02% +266 Timeline FLR FLUOR CORP More: the full row for FLUOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,257 shares; 2024Q4: 5,177 shares; 2025Q1: not reported; 2025Q2: 4,177 shares; 2025Q3: not reported; 2025Q4: 7,986 shares 7,986 $351K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,280 shares; 2025Q4: 2,280 shares 2,280 $338K 0.02% 0 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,637 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,286 shares; 2025Q4: 2,742 shares 2,742 $337K 0.02% +456 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,631 shares; 2025Q4: 13,826 shares 13,826 $333K 0.02% +195 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,962 shares; 2024Q4: 2,063 shares; 2025Q1: 2,090 shares; 2025Q2: 2,125 shares; 2025Q3: 2,179 shares; 2025Q4: 2,082 shares 2,082 $328K 0.02% -97 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,459 shares; 2024Q4: 1,459 shares; 2025Q1: 1,459 shares; 2025Q2: 1,467 shares; 2025Q3: 1,459 shares; 2025Q4: 1,459 shares 1,459 $320K 0.02% 0 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: 1,050 shares; 2024Q4: 1,038 shares; 2025Q1: 1,135 shares; 2025Q2: 1,296 shares; 2025Q3: 1,296 shares; 2025Q4: 2,592 shares 2,592 $317K 0.02% +1,296 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: 491 shares; 2024Q4: 503 shares; 2025Q1: 503 shares; 2025Q2: 529 shares; 2025Q3: 505 shares; 2025Q4: 505 shares 505 $312K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,024 shares; 2025Q3: 1,093 shares; 2025Q4: 1,094 shares 1,094 $301K 0.02% +1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 311 shares; 2025Q3: 344 shares; 2025Q4: 394 shares 394 $299K 0.02% +50 Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,127 shares; 2025Q4: 1,573 shares 1,573 $287K 0.02% +446 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,622 shares; 2025Q4: 1,623 shares 1,623 $287K 0.02% +1 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,853 shares; 2024Q4: 3,564 shares; 2025Q1: 3,566 shares; 2025Q2: 3,904 shares; 2025Q3: 3,580 shares; 2025Q4: 3,539 shares 3,539 $286K 0.02% -41 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: 2,175 shares; 2024Q4: 2,176 shares; 2025Q1: not reported; 2025Q2: 1,827 shares; 2025Q3: 2,087 shares; 2025Q4: 2,306 shares 2,306 $286K 0.02% +219 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,478 shares; 2025Q1: not reported; 2025Q2: 6,480 shares; 2025Q3: 8,961 shares; 2025Q4: 8,667 shares 8,667 $285K 0.02% -294 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 994 shares; 2025Q4: 1,300 shares 1,300 $282K 0.02% +306 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: 15,732 shares; 2024Q4: 16,464 shares; 2025Q1: 13,980 shares; 2025Q2: 8,405 shares; 2025Q3: 7,646 shares; 2025Q4: 4,290 shares 4,290 $279K 0.02% -3,356 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,982 shares; 2025Q3: 2,963 shares; 2025Q4: 2,963 shares 2,963 $275K 0.02% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 745 shares 745 $270K 0.02% new 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: 458 shares; 2024Q4: 447 shares; 2025Q1: 397 shares; 2025Q2: 400 shares; 2025Q3: 398 shares; 2025Q4: 402 shares 402 $268K 0.02% +4 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: 831 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 762 shares; 2025Q4: 733 shares 733 $268K 0.02% -29 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: 1,276 shares; 2024Q4: 1,319 shares; 2025Q1: 1,319 shares; 2025Q2: 1,273 shares; 2025Q3: 1,290 shares; 2025Q4: 1,219 shares 1,219 $268K 0.02% -71 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: 7,006 shares; 2024Q4: 4,436 shares; 2025Q1: 4,432 shares; 2025Q2: 10,186 shares; 2025Q3: 3,789 shares; 2025Q4: 3,800 shares 3,800 $266K 0.02% +11 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: 900 shares; 2024Q4: 860 shares; 2025Q1: 808 shares; 2025Q2: 809 shares; 2025Q3: 1,037 shares; 2025Q4: 777 shares 777 $257K 0.01% -260 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: 2,034 shares; 2024Q4: 2,034 shares; 2025Q1: 2,034 shares; 2025Q2: 2,059 shares; 2025Q3: 2,034 shares; 2025Q4: 2,297 shares 2,297 $257K 0.01% +263 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,428 shares; 2025Q4: 2,254 shares 2,254 $256K 0.01% -174 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,880 shares 2,880 $253K 0.01% new Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,896 shares; 2024Q4: 1,929 shares; 2025Q1: 2,368 shares; 2025Q2: 2,346 shares; 2025Q3: 2,080 shares; 2025Q4: 2,828 shares 2,828 $250K 0.01% +748 Timeline PNFP PINNACLE FINANCIAL PARTNERS More: the full row for PINNACLE FINANCIAL PARTNERS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,875 shares; 2025Q3: not reported; 2025Q4: 2,544 shares 2,544 $250K 0.01% new Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 120 shares 120 $249K 0.01% new Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,663 shares; 2024Q4: 2,540 shares; 2025Q1: 2,478 shares; 2025Q2: 2,534 shares; 2025Q3: 2,632 shares; 2025Q4: 2,632 shares 2,632 $249K 0.01% 0 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,324 shares; 2025Q3: 3,329 shares; 2025Q4: 3,223 shares 3,223 $239K 0.01% -106 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 644 shares; 2025Q4: 647 shares 647 $238K 0.01% +3 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 517 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 343 shares 343 $234K 0.01% new Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,230 shares 1,230 $233K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 895 shares; 2025Q4: 900 shares 900 $233K 0.01% +5 Timeline SGHT SIGHT SCIENCES INC More: the full row for SIGHT SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35,895 shares; 2025Q2: 35,895 shares; 2025Q3: 35,895 shares; 2025Q4: 35,895 shares 35,895 $232K 0.01% 0 Timeline HCC WARRIOR MET COAL INC More: the full row for WARRIOR MET COAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,320 shares 2,320 $232K 0.01% new 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: 4,363 shares; 2024Q4: 4,363 shares; 2025Q1: 4,330 shares; 2025Q2: 3,324 shares; 2025Q3: 2,860 shares; 2025Q4: 1,877 shares 1,877 $201K 0.01% -983 Timeline AVXL ANAVEX LIFE SCIENCES CORP More: the full row for ANAVEX LIFE SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,663 shares; 2024Q4: 37,663 shares; 2025Q1: 37,663 shares; 2025Q2: 37,663 shares; 2025Q3: 40,478 shares; 2025Q4: 39,925 shares 39,925 $200K 0.01% -553 Timeline HUN HUNTSMAN CORP More: the full row for HUNTSMAN 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: 11,000 shares; 2025Q3: 15,003 shares; 2025Q4: 16,335 shares 16,335 $195K 0.01% +1,332 Timeline AAME ATLANTIC AMERN CORP More: the full row for ATLANTIC AMERN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,000 shares; 2024Q4: 44,000 shares; 2025Q1: 44,000 shares; 2025Q2: 44,000 shares; 2025Q3: 44,000 shares; 2025Q4: 44,000 shares 44,000 $132K 0.01% 0 Timeline LIDR AEYE INC More: the full row for AEYE 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: 10,588 shares 10,588 $21.3K <0.01% new Timeline