IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 31,640 shares; 2025Q1: 31,754 shares; 2025Q2: 31,546 shares; 2025Q3: 32,033 shares; 2025Q4: 34,312 shares 34,312 $16.2M 5.04% +2,279 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,414 shares 23,414 $16M 4.98% new Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 263,732 shares; 2025Q1: 274,603 shares; 2025Q2: 278,128 shares; 2025Q3: 289,359 shares; 2025Q4: 315,452 shares 315,452 $14.5M 4.51% +26,093 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: not loaded; 2024Q4: 60,936 shares; 2025Q1: 60,124 shares; 2025Q2: 60,220 shares; 2025Q3: 61,260 shares; 2025Q4: 66,786 shares 66,786 $14M 4.36% +5,526 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: not loaded; 2024Q4: 27,027 shares; 2025Q1: 28,116 shares; 2025Q2: 28,170 shares; 2025Q3: 28,378 shares; 2025Q4: 28,427 shares 28,427 $11.3M 3.5% +49 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: not loaded; 2024Q4: 193,421 shares; 2025Q1: 203,489 shares; 2025Q2: 208,799 shares; 2025Q3: 211,182 shares; 2025Q4: 227,232 shares 227,232 $10.1M 3.14% +16,050 Timeline PTRB PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 189,923 shares; 2025Q1: 198,427 shares; 2025Q2: 200,520 shares; 2025Q3: 204,473 shares; 2025Q4: 222,673 shares 222,673 $9.36M 2.9% +18,200 Timeline RDVY 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 loaded; 2024Q4: 95,219 shares; 2025Q1: 98,787 shares; 2025Q2: 101,759 shares; 2025Q3: 104,632 shares; 2025Q4: 112,076 shares 112,076 $7.79M 2.42% +7,444 Timeline JMBS 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 146,916 shares; 2025Q4: 166,517 shares 166,517 $7.61M 2.36% +19,601 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: not loaded; 2024Q4: 117,969 shares; 2025Q1: 127,304 shares; 2025Q2: 136,735 shares; 2025Q3: 146,182 shares; 2025Q4: 147,562 shares 147,562 $7.42M 2.3% +1,380 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 loaded; 2024Q4: 28,897 shares; 2025Q1: 30,245 shares; 2025Q2: 31,469 shares; 2025Q3: 30,933 shares; 2025Q4: 32,063 shares 32,063 $7.05M 2.19% +1,130 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 209,055 shares; 2025Q1: 235,110 shares; 2025Q2: 249,463 shares; 2025Q3: 262,459 shares; 2025Q4: 292,089 shares 292,089 $7.02M 2.18% +29,630 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 loaded; 2024Q4: 70,872 shares; 2025Q1: 74,109 shares; 2025Q2: 74,662 shares; 2025Q3: 76,342 shares; 2025Q4: 86,562 shares 86,562 $6.74M 2.09% +10,220 Timeline LMBS 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 117,644 shares; 2025Q3: 121,927 shares; 2025Q4: 131,567 shares 131,567 $6.58M 2.04% +9,640 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 72,095 shares 72,095 $6.45M 2% new 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: not loaded; 2024Q4: 19,909 shares; 2025Q1: 20,927 shares; 2025Q2: 21,156 shares; 2025Q3: 21,308 shares; 2025Q4: 21,967 shares 21,967 $6.13M 1.9% +659 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: not loaded; 2024Q4: 91,397 shares; 2025Q1: 95,183 shares; 2025Q2: 98,474 shares; 2025Q3: 106,011 shares; 2025Q4: 115,242 shares 115,242 $6.04M 1.87% +9,231 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: not loaded; 2024Q4: 28,175 shares; 2025Q1: 29,328 shares; 2025Q2: 29,826 shares; 2025Q3: 30,334 shares; 2025Q4: 31,430 shares 31,430 $5.57M 1.73% +1,096 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 loaded; 2024Q4: 61,907 shares; 2025Q1: 65,856 shares; 2025Q2: 68,762 shares; 2025Q3: 69,633 shares; 2025Q4: 72,987 shares 72,987 $5.51M 1.71% +3,354 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 53,403 shares 53,403 $5.33M 1.66% new Timeline FDL 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 loaded; 2024Q4: 100,818 shares; 2025Q1: 104,967 shares; 2025Q2: 107,504 shares; 2025Q3: 110,355 shares; 2025Q4: 117,133 shares 117,133 $5.19M 1.61% +6,778 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,288 shares; 2025Q1: 1,176 shares; 2025Q2: 1,190 shares; 2025Q3: 1,190 shares; 2025Q4: 17,708 shares 17,708 $5.14M 1.59% +16,518 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 22,766 shares; 2025Q1: 24,192 shares; 2025Q2: 25,087 shares; 2025Q3: 25,315 shares; 2025Q4: 26,713 shares 26,713 $5.12M 1.59% +1,398 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,024 shares 32,024 $4.24M 1.32% new 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: not loaded; 2024Q4: 57,626 shares; 2025Q1: 59,865 shares; 2025Q2: 59,958 shares; 2025Q3: 61,977 shares; 2025Q4: 67,203 shares 67,203 $4.03M 1.25% +5,226 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 loaded; 2024Q4: 32,659 shares; 2025Q1: 36,102 shares; 2025Q2: 37,308 shares; 2025Q3: 37,739 shares; 2025Q4: 39,784 shares 39,784 $3.91M 1.21% +2,045 Timeline IUSB 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 83,849 shares 83,849 $3.9M 1.21% new 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: not loaded; 2024Q4: 15,437 shares; 2025Q1: 15,538 shares; 2025Q2: 15,867 shares; 2025Q3: 19,301 shares; 2025Q4: 18,460 shares 18,460 $3.44M 1.07% -841 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: not loaded; 2024Q4: 6,115 shares; 2025Q1: 6,215 shares; 2025Q2: 6,431 shares; 2025Q3: 6,871 shares; 2025Q4: 7,070 shares 7,070 $3.42M 1.06% +199 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 49,356 shares 49,356 $3.32M 1.03% new Timeline SDVY 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 loaded; 2024Q4: 65,632 shares; 2025Q1: 70,379 shares; 2025Q2: 73,100 shares; 2025Q3: 75,087 shares; 2025Q4: 84,533 shares 84,533 $3.24M 1.01% +9,446 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,740 shares; 2025Q3: 24,798 shares; 2025Q4: 72,414 shares 72,414 $3.16M 0.98% +47,616 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 18,675 shares; 2025Q1: 24,131 shares; 2025Q2: 26,715 shares; 2025Q3: 30,220 shares; 2025Q4: 30,810 shares 30,810 $3.13M 0.97% +590 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 28,019 shares; 2025Q1: 29,830 shares; 2025Q2: 31,072 shares; 2025Q3: 31,377 shares; 2025Q4: 25,506 shares 25,506 $2.9M 0.9% -5,871 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 39,762 shares 39,762 $2.62M 0.81% new Timeline MUST COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 96,567 shares; 2025Q1: 102,475 shares; 2025Q2: 108,067 shares; 2025Q3: 118,976 shares; 2025Q4: 126,493 shares 126,493 $2.61M 0.81% +7,517 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: not loaded; 2024Q4: 104,972 shares; 2025Q1: 108,541 shares; 2025Q2: 109,400 shares; 2025Q3: 110,659 shares; 2025Q4: 88,712 shares 88,712 $2.6M 0.81% -21,947 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 43,491 shares; 2025Q1: 45,389 shares; 2025Q2: 45,929 shares; 2025Q3: 47,065 shares; 2025Q4: 51,573 shares 51,573 $2.56M 0.79% +4,508 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,831 shares; 2025Q1: 10,293 shares; 2025Q2: 10,651 shares; 2025Q3: 10,712 shares; 2025Q4: 8,879 shares 8,879 $2.56M 0.79% -1,833 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: not loaded; 2024Q4: 41,700 shares; 2025Q1: 44,156 shares; 2025Q2: 45,127 shares; 2025Q3: 46,760 shares; 2025Q4: 51,653 shares 51,653 $2.5M 0.77% +4,893 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: not loaded; 2024Q4: 5,264 shares; 2025Q1: 5,061 shares; 2025Q2: 4,699 shares; 2025Q3: 4,871 shares; 2025Q4: 6,298 shares 6,298 $1.97M 0.61% +1,427 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: not loaded; 2024Q4: 8,936 shares; 2025Q1: 9,473 shares; 2025Q2: 9,399 shares; 2025Q3: 8,414 shares; 2025Q4: 8,434 shares 8,434 $1.95M 0.6% +20 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50,606 shares 50,606 $1.89M 0.59% new 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: not loaded; 2024Q4: 10,114 shares; 2025Q1: 11,001 shares; 2025Q2: 10,865 shares; 2025Q3: 11,506 shares; 2025Q4: 28,254 shares 28,254 $1.77M 0.55% +16,748 Timeline EMB 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,817 shares 17,817 $1.72M 0.53% new 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: not loaded; 2024Q4: 5,441 shares; 2025Q1: 5,339 shares; 2025Q2: 5,458 shares; 2025Q3: 5,885 shares; 2025Q4: 6,300 shares 6,300 $1.71M 0.53% +415 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,116 shares; 2025Q4: 6,812 shares 6,812 $1.68M 0.52% +4,696 Timeline IJK 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,632 shares 15,632 $1.51M 0.47% 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: not loaded; 2024Q4: 53,424 shares; 2025Q1: 56,241 shares; 2025Q2: 59,446 shares; 2025Q3: 65,655 shares; 2025Q4: 70,989 shares 70,989 $1.42M 0.44% +5,334 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: not loaded; 2024Q4: 2,189 shares; 2025Q1: 2,542 shares; 2025Q2: 3,390 shares; 2025Q3: 3,499 shares; 2025Q4: 4,092 shares 4,092 $1.42M 0.44% +593 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 56,603 shares 56,603 $1.4M 0.44% new Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 102,072 shares 102,072 $1.35M 0.42% new Timeline VTEI 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: not loaded; 2024Q4: 8,807 shares; 2025Q1: 8,791 shares; 2025Q2: 8,162 shares; 2025Q3: 8,778 shares; 2025Q4: 12,653 shares 12,653 $1.28M 0.4% +3,875 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: not loaded; 2024Q4: 2,758 shares; 2025Q1: 2,898 shares; 2025Q2: 2,635 shares; 2025Q3: 2,592 shares; 2025Q4: 1,907 shares 1,907 $1.26M 0.39% -685 Timeline IJJ 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,337 shares 9,337 $1.23M 0.38% new Timeline FMDE 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,411 shares; 2025Q4: 32,889 shares 32,889 $1.2M 0.37% +26,478 Timeline CLSE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,778 shares; 2025Q4: 40,412 shares 40,412 $1.1M 0.34% +32,634 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: not loaded; 2024Q4: not reported; 2025Q1: 4,727 shares; 2025Q2: 4,656 shares; 2025Q3: 4,922 shares; 2025Q4: 19,822 shares 19,822 $1.07M 0.33% +14,900 Timeline ILOW AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,856 shares 24,856 $1.06M 0.33% new 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: not loaded; 2024Q4: 1,674 shares; 2025Q1: 1,755 shares; 2025Q2: 1,867 shares; 2025Q3: 1,935 shares; 2025Q4: 1,846 shares 1,846 $1.05M 0.33% -89 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,921 shares 6,921 $1.03M 0.32% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,675 shares 20,675 $973K 0.3% new 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 loaded; 2024Q4: 9,828 shares; 2025Q1: 9,919 shares; 2025Q2: 9,898 shares; 2025Q3: 11,270 shares; 2025Q4: 13,095 shares 13,095 $970K 0.3% +1,825 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 loaded; 2024Q4: 16,014 shares; 2025Q1: 8,198 shares; 2025Q2: 8,097 shares; 2025Q3: 10,270 shares; 2025Q4: 7,964 shares 7,964 $969K 0.3% -2,306 Timeline EVSM MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,857 shares; 2025Q4: 18,381 shares 18,381 $926K 0.29% -9,476 Timeline JTEK 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,664 shares 9,664 $870K 0.27% new Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,403 shares; 2025Q1: 2,660 shares; 2025Q2: 2,467 shares; 2025Q3: 2,529 shares; 2025Q4: 2,693 shares 2,693 $845K 0.26% +164 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: not loaded; 2024Q4: 2,213 shares; 2025Q1: 2,165 shares; 2025Q2: 2,151 shares; 2025Q3: 2,155 shares; 2025Q4: 2,591 shares 2,591 $835K 0.26% +436 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: not loaded; 2024Q4: 352 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 429 shares; 2025Q4: 1,186 shares 1,186 $809K 0.25% +757 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,538 shares 5,538 $797K 0.25% 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: not loaded; 2024Q4: 8,823 shares; 2025Q1: 9,123 shares; 2025Q2: 8,344 shares; 2025Q3: 8,272 shares; 2025Q4: 8,168 shares 8,168 $769K 0.24% -104 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 loaded; 2024Q4: 2,339 shares; 2025Q1: 2,120 shares; 2025Q2: 2,168 shares; 2025Q3: 2,480 shares; 2025Q4: 2,443 shares 2,443 $742K 0.23% -37 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: not loaded; 2024Q4: 1,289 shares; 2025Q1: 1,284 shares; 2025Q2: 1,290 shares; 2025Q3: 1,377 shares; 2025Q4: 1,512 shares 1,512 $738K 0.23% +135 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: not loaded; 2024Q4: 3,737 shares; 2025Q1: 4,487 shares; 2025Q2: 5,334 shares; 2025Q3: 5,117 shares; 2025Q4: 5,266 shares 5,266 $634K 0.2% +149 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: not loaded; 2024Q4: 12,288 shares; 2025Q1: 12,839 shares; 2025Q2: 12,562 shares; 2025Q3: 12,562 shares; 2025Q4: 12,133 shares 12,133 $618K 0.19% -429 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 loaded; 2024Q4: 1,650 shares; 2025Q1: not reported; 2025Q2: 1,386 shares; 2025Q3: 1,986 shares; 2025Q4: 1,997 shares 1,997 $615K 0.19% +11 Timeline VTWO 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,007 shares 6,007 $598K 0.19% new 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: not loaded; 2024Q4: 4,155 shares; 2025Q1: 4,375 shares; 2025Q2: 3,921 shares; 2025Q3: 3,987 shares; 2025Q4: 3,708 shares 3,708 $595K 0.18% -279 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: not loaded; 2024Q4: 304 shares; 2025Q1: 340 shares; 2025Q2: 360 shares; 2025Q3: 304 shares; 2025Q4: 549 shares 549 $590K 0.18% +245 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,914 shares; 2025Q1: 1,988 shares; 2025Q2: 1,984 shares; 2025Q3: 1,981 shares; 2025Q4: 1,935 shares 1,935 $584K 0.18% -46 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,936 shares; 2025Q1: 3,921 shares; 2025Q2: 4,630 shares; 2025Q3: 4,565 shares; 2025Q4: 4,257 shares 4,257 $575K 0.18% -308 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: not loaded; 2024Q4: not reported; 2025Q1: 3,136 shares; 2025Q2: 3,154 shares; 2025Q3: 4,026 shares; 2025Q4: 4,468 shares 4,468 $570K 0.18% +442 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,498 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,897 shares 5,897 $566K 0.18% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 468 shares; 2025Q4: 923 shares 923 $535K 0.17% +455 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: not loaded; 2024Q4: 2,130 shares; 2025Q1: 2,423 shares; 2025Q2: 2,482 shares; 2025Q3: 2,677 shares; 2025Q4: 2,583 shares 2,583 $535K 0.17% -94 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: not loaded; 2024Q4: 4,457 shares; 2025Q1: 4,292 shares; 2025Q2: 3,835 shares; 2025Q3: 4,003 shares; 2025Q4: 3,732 shares 3,732 $519K 0.16% -271 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: not loaded; 2024Q4: 2,368 shares; 2025Q1: 2,333 shares; 2025Q2: 2,343 shares; 2025Q3: 2,502 shares; 2025Q4: 2,692 shares 2,692 $514K 0.16% +190 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: not loaded; 2024Q4: not reported; 2025Q1: 3,094 shares; 2025Q2: 4,715 shares; 2025Q3: 5,515 shares; 2025Q4: 5,502 shares 5,502 $513K 0.16% -13 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,915 shares; 2025Q1: 3,121 shares; 2025Q2: 2,281 shares; 2025Q3: 1,842 shares; 2025Q4: 4,010 shares 4,010 $492K 0.15% +2,168 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,286 shares 17,286 $473K 0.15% new 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: not loaded; 2024Q4: 425 shares; 2025Q1: 406 shares; 2025Q2: 515 shares; 2025Q3: 423 shares; 2025Q4: 437 shares 437 $468K 0.15% +14 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,929 shares 6,929 $453K 0.14% new Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,242 shares; 2025Q1: 2,450 shares; 2025Q2: 2,512 shares; 2025Q3: 2,223 shares; 2025Q4: 1,975 shares 1,975 $451K 0.14% -248 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 loaded; 2024Q4: 7,386 shares; 2025Q1: 6,497 shares; 2025Q2: 7,297 shares; 2025Q3: 8,161 shares; 2025Q4: 8,348 shares 8,348 $445K 0.14% +187 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: not loaded; 2024Q4: not reported; 2025Q1: 939 shares; 2025Q2: 1,102 shares; 2025Q3: 1,022 shares; 2025Q4: 1,349 shares 1,349 $442K 0.14% +327 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,067 shares; 2025Q3: 7,502 shares; 2025Q4: 7,680 shares 7,680 $435K 0.13% +178 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: not loaded; 2024Q4: 3,759 shares; 2025Q1: 3,737 shares; 2025Q2: 3,725 shares; 2025Q3: 3,655 shares; 2025Q4: 3,677 shares 3,677 $431K 0.13% +22 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: not loaded; 2024Q4: 2,419 shares; 2025Q1: 2,412 shares; 2025Q2: 2,470 shares; 2025Q3: 2,583 shares; 2025Q4: 2,347 shares 2,347 $431K 0.13% -236 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: not loaded; 2024Q4: 1,442 shares; 2025Q1: 1,556 shares; 2025Q2: 1,625 shares; 2025Q3: 1,392 shares; 2025Q4: 1,185 shares 1,185 $416K 0.13% -207 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 672 shares 672 $405K 0.13% new Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,754 shares; 2025Q1: 4,128 shares; 2025Q2: 4,504 shares; 2025Q3: 4,329 shares; 2025Q4: 3,136 shares 3,136 $400K 0.12% -1,193 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: not loaded; 2024Q4: 5,623 shares; 2025Q1: 5,357 shares; 2025Q2: 4,993 shares; 2025Q3: 4,938 shares; 2025Q4: 4,852 shares 4,852 $394K 0.12% -86 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,817 shares; 2025Q1: 1,862 shares; 2025Q2: 1,963 shares; 2025Q3: 2,454 shares; 2025Q4: 2,560 shares 2,560 $390K 0.12% +106 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 loaded; 2024Q4: 1,312 shares; 2025Q1: 2,079 shares; 2025Q2: 2,010 shares; 2025Q3: 1,809 shares; 2025Q4: 1,853 shares 1,853 $387K 0.12% +44 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 loaded; 2024Q4: 5,266 shares; 2025Q1: 5,298 shares; 2025Q2: 6,098 shares; 2025Q3: 7,266 shares; 2025Q4: 7,416 shares 7,416 $365K 0.11% +150 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 251 shares; 2025Q3: 289 shares; 2025Q4: 294 shares 294 $357K 0.11% +5 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,122 shares; 2025Q1: 1,291 shares; 2025Q2: 1,495 shares; 2025Q3: 1,416 shares; 2025Q4: 1,470 shares 1,470 $356K 0.11% +54 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,873 shares; 2025Q1: 3,397 shares; 2025Q2: 3,799 shares; 2025Q3: 4,798 shares; 2025Q4: 4,422 shares 4,422 $346K 0.11% -376 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,037 shares; 2025Q1: 6,862 shares; 2025Q2: 5,918 shares; 2025Q3: 5,819 shares; 2025Q4: 4,934 shares 4,934 $346K 0.11% -885 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,253 shares 6,253 $344K 0.11% new Timeline IJS 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,016 shares 3,016 $343K 0.11% new Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,456 shares; 2025Q1: 2,517 shares; 2025Q2: 2,622 shares; 2025Q3: 2,630 shares; 2025Q4: 2,697 shares 2,697 $338K 0.1% +67 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,112 shares 3,112 $333K 0.1% new Timeline JMUB 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 loaded; 2024Q4: not reported; 2025Q1: 4,542 shares; 2025Q2: 5,186 shares; 2025Q3: 6,564 shares; 2025Q4: 6,579 shares 6,579 $332K 0.1% +15 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 loaded; 2024Q4: 7,474 shares; 2025Q1: 7,402 shares; 2025Q2: 7,465 shares; 2025Q3: 7,384 shares; 2025Q4: 6,937 shares 6,937 $332K 0.1% -447 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 loaded; 2024Q4: 3,836 shares; 2025Q1: 4,791 shares; 2025Q2: 4,795 shares; 2025Q3: 4,034 shares; 2025Q4: 4,270 shares 4,270 $330K 0.1% +236 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 loaded; 2024Q4: not reported; 2025Q1: 1,367 shares; 2025Q2: 1,449 shares; 2025Q3: 1,443 shares; 2025Q4: 1,480 shares 1,480 $321K 0.1% +37 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,310 shares; 2025Q4: 3,687 shares 3,687 $315K 0.1% +377 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,436 shares; 2025Q2: 1,438 shares; 2025Q3: not reported; 2025Q4: 1,723 shares 1,723 $314K 0.1% new Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 545 shares 545 $312K 0.1% new 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: not loaded; 2024Q4: 4,250 shares; 2025Q1: 6,461 shares; 2025Q2: 6,532 shares; 2025Q3: 5,767 shares; 2025Q4: 6,324 shares 6,324 $306K 0.1% +557 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 870 shares; 2025Q1: 940 shares; 2025Q2: 819 shares; 2025Q3: 574 shares; 2025Q4: 524 shares 524 $304K 0.09% -50 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 814 shares 814 $301K 0.09% 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: not loaded; 2024Q4: 1,306 shares; 2025Q1: 1,342 shares; 2025Q2: 1,279 shares; 2025Q3: 1,366 shares; 2025Q4: 1,290 shares 1,290 $294K 0.09% -76 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: not loaded; 2024Q4: 2,180 shares; 2025Q1: 2,197 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,816 shares 1,816 $292K 0.09% new 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: not loaded; 2024Q4: not reported; 2025Q1: 2,015 shares; 2025Q2: 2,204 shares; 2025Q3: 1,853 shares; 2025Q4: 2,035 shares 2,035 $292K 0.09% +182 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 loaded; 2024Q4: 2,273 shares; 2025Q1: not reported; 2025Q2: 1,412 shares; 2025Q3: 1,411 shares; 2025Q4: 1,410 shares 1,410 $289K 0.09% -1 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,205 shares; 2025Q1: 3,621 shares; 2025Q2: 3,738 shares; 2025Q3: 3,683 shares; 2025Q4: 3,135 shares 3,135 $288K 0.09% -548 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: not loaded; 2024Q4: 3,796 shares; 2025Q1: 3,860 shares; 2025Q2: 3,498 shares; 2025Q3: 3,218 shares; 2025Q4: 3,257 shares 3,257 $284K 0.09% +39 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 897 shares; 2025Q1: 944 shares; 2025Q2: 957 shares; 2025Q3: 945 shares; 2025Q4: 909 shares 909 $284K 0.09% -36 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 730 shares; 2025Q3: 716 shares; 2025Q4: 842 shares 842 $283K 0.09% +126 Timeline HELO 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,207 shares; 2025Q4: 4,220 shares 4,220 $280K 0.09% +13 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,120 shares; 2025Q3: 3,090 shares; 2025Q4: 3,058 shares 3,058 $279K 0.09% -32 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,218 shares; 2025Q1: 1,292 shares; 2025Q2: 1,311 shares; 2025Q3: 1,606 shares; 2025Q4: 1,496 shares 1,496 $278K 0.09% -110 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 226 shares; 2025Q4: 259 shares 259 $277K 0.09% +33 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 loaded; 2024Q4: not reported; 2025Q1: 796 shares; 2025Q2: 774 shares; 2025Q3: 633 shares; 2025Q4: 422 shares 422 $276K 0.09% -211 Timeline JIRE 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,361 shares; 2025Q3: 3,597 shares; 2025Q4: 3,673 shares 3,673 $275K 0.09% +76 Timeline JHPI JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,000 shares 12,000 $274K 0.09% new Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 167 shares; 2025Q1: 154 shares; 2025Q2: 149 shares; 2025Q3: 149 shares; 2025Q4: 127 shares 127 $273K 0.08% -22 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 9,179 shares; 2025Q2: 8,856 shares; 2025Q3: 9,480 shares; 2025Q4: 11,388 shares 11,388 $265K 0.08% +1,908 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 loaded; 2024Q4: not reported; 2025Q1: 2,625 shares; 2025Q2: 3,276 shares; 2025Q3: 2,716 shares; 2025Q4: 2,733 shares 2,733 $263K 0.08% +17 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 363 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 295 shares 295 $259K 0.08% new Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 500 shares; 2025Q1: 472 shares; 2025Q2: 409 shares; 2025Q3: 387 shares; 2025Q4: 315 shares 315 $258K 0.08% -72 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: not loaded; 2024Q4: 1,041 shares; 2025Q1: 970 shares; 2025Q2: 923 shares; 2025Q3: 919 shares; 2025Q4: 1,100 shares 1,100 $254K 0.08% +181 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: not loaded; 2024Q4: not reported; 2025Q1: 15,084 shares; 2025Q2: 15,051 shares; 2025Q3: 10,248 shares; 2025Q4: 10,190 shares 10,190 $254K 0.08% -58 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,743 shares; 2025Q2: 2,746 shares; 2025Q3: 2,882 shares; 2025Q4: 3,204 shares 3,204 $252K 0.08% +322 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 609 shares; 2025Q1: 625 shares; 2025Q2: 560 shares; 2025Q3: 519 shares; 2025Q4: 473 shares 473 $252K 0.08% -46 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,011 shares; 2025Q3: 5,536 shares; 2025Q4: 5,517 shares 5,517 $247K 0.08% -19 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 loaded; 2024Q4: 2,635 shares; 2025Q1: 2,234 shares; 2025Q2: 1,975 shares; 2025Q3: 1,334 shares; 2025Q4: 1,383 shares 1,383 $246K 0.08% +49 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,118 shares; 2025Q3: not reported; 2025Q4: 1,402 shares 1,402 $243K 0.08% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,331 shares 5,331 $242K 0.08% new 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,572 shares; 2025Q3: 2,180 shares; 2025Q4: 2,074 shares 2,074 $242K 0.08% -106 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,317 shares; 2025Q1: 1,344 shares; 2025Q2: 1,587 shares; 2025Q3: 1,132 shares; 2025Q4: 875 shares 875 $241K 0.07% -257 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: not loaded; 2024Q4: 1,446 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 518 shares; 2025Q4: 532 shares 532 $239K 0.07% +14 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,047 shares; 2025Q3: 6,000 shares; 2025Q4: 4,828 shares 4,828 $237K 0.07% -1,172 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 972 shares; 2025Q4: 983 shares 983 $236K 0.07% +11 Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 720 shares; 2025Q1: 875 shares; 2025Q2: not reported; 2025Q3: 876 shares; 2025Q4: 808 shares 808 $233K 0.07% -68 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 684 shares 684 $229K 0.07% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,873 shares; 2025Q4: 2,885 shares 2,885 $229K 0.07% +12 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 783 shares; 2025Q1: 698 shares; 2025Q2: 589 shares; 2025Q3: 575 shares; 2025Q4: 644 shares 644 $227K 0.07% +69 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,583 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,016 shares; 2025Q4: 4,070 shares 4,070 $224K 0.07% +54 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,433 shares; 2025Q1: 3,359 shares; 2025Q2: 3,363 shares; 2025Q3: 3,325 shares; 2025Q4: 3,022 shares 3,022 $223K 0.07% -303 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,639 shares; 2025Q4: 3,758 shares 3,758 $220K 0.07% +119 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: not loaded; 2024Q4: 997 shares; 2025Q1: 1,076 shares; 2025Q2: 1,064 shares; 2025Q3: 964 shares; 2025Q4: 811 shares 811 $220K 0.07% -153 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,100 shares; 2025Q4: 1,666 shares 1,666 $218K 0.07% -434 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,114 shares; 2025Q4: 701 shares 701 $217K 0.07% -413 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,402 shares; 2025Q3: 2,293 shares; 2025Q4: 2,239 shares 2,239 $217K 0.07% -54 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 557 shares; 2025Q1: 506 shares; 2025Q2: 486 shares; 2025Q3: 489 shares; 2025Q4: 447 shares 447 $217K 0.07% -42 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 321 shares 321 $216K 0.07% new Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,780 shares 2,780 $213K 0.07% new Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,697 shares; 2025Q1: 2,721 shares; 2025Q2: 2,819 shares; 2025Q3: 2,681 shares; 2025Q4: 2,276 shares 2,276 $213K 0.07% -405 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,991 shares 1,991 $210K 0.07% new Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,372 shares; 2025Q1: 8,521 shares; 2025Q2: 7,392 shares; 2025Q3: 7,313 shares; 2025Q4: 6,795 shares 6,795 $209K 0.06% -518 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 835 shares 835 $206K 0.06% new Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 514 shares; 2025Q1: not reported; 2025Q2: 445 shares; 2025Q3: 395 shares; 2025Q4: 372 shares 372 $206K 0.06% -23 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 810 shares; 2025Q4: 579 shares 579 $205K 0.06% -231 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 961 shares; 2025Q1: 972 shares; 2025Q2: 937 shares; 2025Q3: 758 shares; 2025Q4: 636 shares 636 $203K 0.06% -122 Timeline FENI 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,471 shares 5,471 $200K 0.06% new Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,084 shares; 2025Q3: 11,602 shares; 2025Q4: 11,465 shares 11,465 $134K 0.04% -137 Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,244 shares; 2025Q4: 15,894 shares 15,894 $133K 0.04% -2,350