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: 1,101,234 shares; 2024Q4: 1,061,238 shares; 2025Q1: 967,429 shares; 2025Q2: 937,942 shares; 2025Q3: 913,582 shares; 2025Q4: 906,369 shares 906,369 $429M 15.66% -7,213 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: 1,883,364 shares; 2024Q4: 1,830,593 shares; 2025Q1: 1,784,053 shares; 2025Q2: 1,732,187 shares; 2025Q3: 1,703,294 shares; 2025Q4: 1,686,679 shares 1,686,679 $355M 12.95% -16,615 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,329,519 shares; 2024Q4: 3,311,337 shares; 2025Q1: 3,246,154 shares; 2025Q2: 5,687,092 shares; 2025Q3: 5,588,581 shares; 2025Q4: 5,621,794 shares 5,621,794 $162M 5.92% +33,213 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: 112,915 shares; 2024Q4: 5,536,473 shares; 2025Q1: 5,435,247 shares; 2025Q2: 5,284,036 shares; 2025Q3: 5,239,246 shares; 2025Q4: 5,076,403 shares 5,076,403 $134M 4.9% -162,843 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: 9,244,383 shares; 2024Q4: 4,125,185 shares; 2025Q1: 4,139,060 shares; 2025Q2: 4,536,877 shares; 2025Q3: 4,455,248 shares; 2025Q4: 4,438,690 shares 4,438,690 $130M 4.74% -16,558 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: 607,321 shares; 2024Q4: 604,371 shares; 2025Q1: 496,516 shares; 2025Q2: 308,191 shares; 2025Q3: 303,252 shares; 2025Q4: 210,630 shares 210,630 $83.5M 3.05% -92,622 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 426,505 shares; 2025Q3: 421,756 shares; 2025Q4: 1,675,946 shares 1,675,946 $71.5M 2.61% +1,254,190 Timeline IBTH 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: 3,054,786 shares; 2024Q4: 3,006,910 shares; 2025Q1: 2,946,255 shares; 2025Q2: 2,883,167 shares; 2025Q3: 2,833,044 shares; 2025Q4: 2,829,992 shares 2,829,992 $63.6M 2.32% -3,052 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,770,092 shares; 2024Q4: 1,795,153 shares; 2025Q1: 1,507,283 shares; 2025Q2: 1,100,185 shares; 2025Q3: 1,080,792 shares; 2025Q4: 707,035 shares 707,035 $60.6M 2.21% -373,757 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: 302,513 shares; 2024Q4: 280,681 shares; 2025Q1: 278,162 shares; 2025Q2: 263,655 shares; 2025Q3: 245,524 shares; 2025Q4: 245,055 shares 245,055 $60.3M 2.2% -469 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 897,855 shares; 2025Q3: 885,198 shares; 2025Q4: 887,771 shares 887,771 $57.2M 2.09% +2,573 Timeline IBTO 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: 2,470,895 shares; 2025Q1: 2,404,102 shares; 2025Q2: 2,322,883 shares; 2025Q3: 2,268,573 shares; 2025Q4: 2,264,703 shares 2,264,703 $55.6M 2.03% -3,870 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: 276,573 shares; 2024Q4: 266,747 shares; 2025Q1: 256,877 shares; 2025Q2: 247,352 shares; 2025Q3: 242,960 shares; 2025Q4: 240,847 shares 240,847 $52.9M 1.93% -2,113 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 878,778 shares; 2024Q4: 830,783 shares; 2025Q1: 428,518 shares; 2025Q2: 392,268 shares; 2025Q3: 383,970 shares; 2025Q4: 380,024 shares 380,024 $52M 1.9% -3,946 Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,525,254 shares; 2024Q4: 1,497,347 shares; 2025Q1: 1,469,899 shares; 2025Q2: 1,439,421 shares; 2025Q3: 1,416,356 shares; 2025Q4: 1,412,173 shares 1,412,173 $50.7M 1.85% -4,183 Timeline SPTB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,626,284 shares; 2025Q1: 1,621,427 shares; 2025Q2: 1,591,477 shares; 2025Q3: 1,563,580 shares; 2025Q4: 1,560,315 shares 1,560,315 $47.5M 1.73% -3,265 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: 88,737 shares; 2024Q4: 88,077 shares; 2025Q1: 80,556 shares; 2025Q2: 77,262 shares; 2025Q3: 72,546 shares; 2025Q4: 70,546 shares 70,546 $34.1M 1.25% -2,000 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: 264,247 shares; 2024Q4: 255,896 shares; 2025Q1: 249,589 shares; 2025Q2: 242,249 shares; 2025Q3: 238,485 shares; 2025Q4: 235,182 shares 235,182 $33.2M 1.21% -3,303 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: 149,275 shares; 2024Q4: 148,008 shares; 2025Q1: 135,900 shares; 2025Q2: 130,669 shares; 2025Q3: 125,773 shares; 2025Q4: 121,708 shares 121,708 $33.1M 1.21% -4,065 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: 592,418 shares; 2024Q4: 569,692 shares; 2025Q1: 571,212 shares; 2025Q2: 552,994 shares; 2025Q3: 539,191 shares; 2025Q4: 535,142 shares 535,142 $32.1M 1.17% -4,049 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: 126,457 shares; 2024Q4: 125,393 shares; 2025Q1: 112,371 shares; 2025Q2: 107,355 shares; 2025Q3: 90,273 shares; 2025Q4: 87,741 shares 87,741 $30.4M 1.11% -2,532 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: 85,112 shares; 2024Q4: 83,727 shares; 2025Q1: 81,063 shares; 2025Q2: 76,292 shares; 2025Q3: 87,435 shares; 2025Q4: 95,806 shares 95,806 $30M 1.09% +8,371 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: 166,149 shares; 2024Q4: 166,209 shares; 2025Q1: 159,767 shares; 2025Q2: 159,698 shares; 2025Q3: 147,866 shares; 2025Q4: 140,062 shares 140,062 $26.1M 0.95% -7,804 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: 524,346 shares; 2024Q4: 513,991 shares; 2025Q1: 503,373 shares; 2025Q2: 492,215 shares; 2025Q3: 484,615 shares; 2025Q4: 482,448 shares 482,448 $25.9M 0.95% -2,167 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: 78,080 shares; 2024Q4: 78,050 shares; 2025Q1: 88,826 shares; 2025Q2: 85,935 shares; 2025Q3: 85,169 shares; 2025Q4: 100,849 shares 100,849 $23.3M 0.85% +15,680 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: 75,871 shares; 2024Q4: 74,742 shares; 2025Q1: 74,530 shares; 2025Q2: 71,113 shares; 2025Q3: 70,206 shares; 2025Q4: 68,004 shares 68,004 $21.9M 0.8% -2,202 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: 20,025 shares; 2024Q4: 15,733 shares; 2025Q1: 15,289 shares; 2025Q2: 12,925 shares; 2025Q3: 12,661 shares; 2025Q4: 14,421 shares 14,421 $15.5M 0.57% +1,760 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: 20,742 shares; 2024Q4: 20,919 shares; 2025Q1: 21,575 shares; 2025Q2: 20,982 shares; 2025Q3: 20,523 shares; 2025Q4: 19,866 shares 19,866 $13.1M 0.48% -657 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: 238,096 shares; 2024Q4: 234,432 shares; 2025Q1: 232,773 shares; 2025Q2: 219,791 shares; 2025Q3: 216,418 shares; 2025Q4: 235,767 shares 235,767 $13M 0.47% +19,349 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: 67,258 shares; 2024Q4: 66,651 shares; 2025Q1: 66,418 shares; 2025Q2: 82,771 shares; 2025Q3: 81,881 shares; 2025Q4: 84,389 shares 84,389 $13M 0.47% +2,508 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: 175,363 shares; 2024Q4: 168,888 shares; 2025Q1: 159,260 shares; 2025Q2: 139,919 shares; 2025Q3: 134,023 shares; 2025Q4: 133,856 shares 133,856 $12.9M 0.47% -167 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: 18,434 shares; 2024Q4: 18,166 shares; 2025Q1: 17,381 shares; 2025Q2: 16,265 shares; 2025Q3: 55,562 shares; 2025Q4: 54,786 shares 54,786 $11.3M 0.41% -776 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: 57,502 shares; 2024Q4: 58,305 shares; 2025Q1: 56,786 shares; 2025Q2: 53,503 shares; 2025Q3: 53,271 shares; 2025Q4: 39,663 shares 39,663 $11.3M 0.41% -13,608 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: 80,399 shares; 2024Q4: 79,305 shares; 2025Q1: 78,875 shares; 2025Q2: 85,349 shares; 2025Q3: 104,258 shares; 2025Q4: 101,415 shares 101,415 $11.3M 0.41% -2,843 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: 102,029 shares; 2024Q4: 129,240 shares; 2025Q1: 130,852 shares; 2025Q2: 124,721 shares; 2025Q3: 122,959 shares; 2025Q4: 120,566 shares 120,566 $11.2M 0.41% -2,393 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: 68,062 shares; 2024Q4: 67,094 shares; 2025Q1: 67,652 shares; 2025Q2: 63,585 shares; 2025Q3: 62,701 shares; 2025Q4: 61,139 shares 61,139 $10.9M 0.4% -1,562 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 274,705 shares; 2024Q4: 259,640 shares; 2025Q1: 235,865 shares; 2025Q2: 205,715 shares; 2025Q3: 190,315 shares; 2025Q4: 190,315 shares 190,315 $10.4M 0.38% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 403,834 shares; 2024Q4: 397,686 shares; 2025Q1: 403,758 shares; 2025Q2: 393,396 shares; 2025Q3: 384,045 shares; 2025Q4: 369,743 shares 369,743 $9.18M 0.34% -14,302 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: 47,566 shares; 2024Q4: 47,281 shares; 2025Q1: 46,723 shares; 2025Q2: 44,544 shares; 2025Q3: 43,935 shares; 2025Q4: 74,555 shares 74,555 $8.97M 0.33% +30,620 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,088 shares; 2024Q4: 30,575 shares; 2025Q1: 30,349 shares; 2025Q2: 28,957 shares; 2025Q3: 28,527 shares; 2025Q4: 27,689 shares 27,689 $8.82M 0.32% -838 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: 63,814 shares; 2024Q4: 62,657 shares; 2025Q1: 62,581 shares; 2025Q2: 59,809 shares; 2025Q3: 72,080 shares; 2025Q4: 69,696 shares 69,696 $8.73M 0.32% -2,384 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,091 shares; 2024Q4: 21,193 shares; 2025Q1: 21,081 shares; 2025Q2: 20,965 shares; 2025Q3: 20,676 shares; 2025Q4: 25,923 shares 25,923 $8.48M 0.31% +5,247 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: 70,052 shares; 2024Q4: 68,996 shares; 2025Q1: 70,495 shares; 2025Q2: 66,401 shares; 2025Q3: 65,375 shares; 2025Q4: 63,902 shares 63,902 $8.48M 0.31% -1,473 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: 194,100 shares; 2024Q4: 191,406 shares; 2025Q1: 195,987 shares; 2025Q2: 182,652 shares; 2025Q3: 179,618 shares; 2025Q4: 175,797 shares 175,797 $8.41M 0.31% -3,821 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,230 shares; 2024Q4: 170,705 shares; 2025Q1: 155,055 shares; 2025Q2: 135,205 shares; 2025Q3: 125,055 shares; 2025Q4: 125,055 shares 125,055 $8.39M 0.31% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,860 shares; 2024Q4: 42,257 shares; 2025Q1: 41,628 shares; 2025Q2: 39,793 shares; 2025Q3: 39,217 shares; 2025Q4: 38,162 shares 38,162 $8.38M 0.31% -1,055 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: 73,261 shares; 2024Q4: 72,891 shares; 2025Q1: 72,777 shares; 2025Q2: 69,130 shares; 2025Q3: 69,988 shares; 2025Q4: 67,438 shares 67,438 $7.87M 0.29% -2,550 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: 113,102 shares; 2024Q4: 111,519 shares; 2025Q1: 112,281 shares; 2025Q2: 107,637 shares; 2025Q3: 114,499 shares; 2025Q4: 111,928 shares 111,928 $7.82M 0.29% -2,571 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: 32,094 shares; 2024Q4: 30,804 shares; 2025Q1: 30,782 shares; 2025Q2: 29,213 shares; 2025Q3: 29,027 shares; 2025Q4: 28,632 shares 28,632 $7.76M 0.28% -395 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: 61,640 shares; 2024Q4: 60,822 shares; 2025Q1: 61,257 shares; 2025Q2: 58,206 shares; 2025Q3: 57,371 shares; 2025Q4: 65,495 shares 65,495 $7.68M 0.28% +8,124 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 94,067 shares; 2025Q1: 93,958 shares; 2025Q2: 88,762 shares; 2025Q3: 87,411 shares; 2025Q4: 84,587 shares 84,587 $7.41M 0.27% -2,824 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: 77,900 shares; 2024Q4: 74,435 shares; 2025Q1: 66,075 shares; 2025Q2: 58,225 shares; 2025Q3: 53,875 shares; 2025Q4: 84,419 shares 84,419 $7.36M 0.27% +30,544 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: 13,855 shares; 2024Q4: 13,685 shares; 2025Q1: 13,744 shares; 2025Q2: 13,062 shares; 2025Q3: 12,875 shares; 2025Q4: 12,523 shares 12,523 $7.15M 0.26% -352 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: 40,455 shares; 2024Q4: 48,659 shares; 2025Q1: 48,227 shares; 2025Q2: 49,422 shares; 2025Q3: 48,418 shares; 2025Q4: 55,496 shares 55,496 $6.81M 0.25% +7,078 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: 30,817 shares; 2024Q4: 30,104 shares; 2025Q1: 30,526 shares; 2025Q2: 28,863 shares; 2025Q3: 28,433 shares; 2025Q4: 27,784 shares 27,784 $6.43M 0.23% -649 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: 18,956 shares; 2024Q4: 18,965 shares; 2025Q1: 16,824 shares; 2025Q2: 16,676 shares; 2025Q3: 18,939 shares; 2025Q4: 18,228 shares 18,228 $6.39M 0.23% -711 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: 80,740 shares; 2024Q4: 79,510 shares; 2025Q1: 79,735 shares; 2025Q2: 76,117 shares; 2025Q3: 75,058 shares; 2025Q4: 72,003 shares 72,003 $6.28M 0.23% -3,055 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: 98,345 shares; 2024Q4: 66,039 shares; 2025Q1: 65,435 shares; 2025Q2: 61,053 shares; 2025Q3: 60,415 shares; 2025Q4: 59,417 shares 59,417 $6.25M 0.23% -998 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: 136,902 shares; 2024Q4: 131,504 shares; 2025Q1: 169,438 shares; 2025Q2: 161,475 shares; 2025Q3: 157,688 shares; 2025Q4: 152,465 shares 152,465 $6.21M 0.23% -5,223 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: 45,059 shares; 2024Q4: 44,332 shares; 2025Q1: 44,242 shares; 2025Q2: 42,378 shares; 2025Q3: 41,763 shares; 2025Q4: 40,366 shares 40,366 $6.15M 0.22% -1,397 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,555 shares; 2024Q4: 26,119 shares; 2025Q1: 26,084 shares; 2025Q2: 24,636 shares; 2025Q3: 24,263 shares; 2025Q4: 23,743 shares 23,743 $6.11M 0.22% -520 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,789 shares; 2024Q4: 68,156 shares; 2025Q1: 67,652 shares; 2025Q2: 66,882 shares; 2025Q3: 66,614 shares; 2025Q4: 65,160 shares 65,160 $5.99M 0.22% -1,454 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: 69,485 shares; 2024Q4: 68,003 shares; 2025Q1: 68,666 shares; 2025Q2: 64,919 shares; 2025Q3: 64,071 shares; 2025Q4: 62,411 shares 62,411 $5.74M 0.21% -1,660 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: 45,380 shares; 2024Q4: 67,725 shares; 2025Q1: 67,901 shares; 2025Q2: 64,871 shares; 2025Q3: 63,890 shares; 2025Q4: 71,137 shares 71,137 $5.71M 0.21% +7,247 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: 19,156 shares; 2024Q4: 23,138 shares; 2025Q1: 22,992 shares; 2025Q2: 26,170 shares; 2025Q3: 25,805 shares; 2025Q4: 24,946 shares 24,946 $5.7M 0.21% -859 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,154 shares; 2024Q4: 33,531 shares; 2025Q1: 32,914 shares; 2025Q2: 31,317 shares; 2025Q3: 30,855 shares; 2025Q4: 30,163 shares 30,163 $5.67M 0.21% -692 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: 34,980 shares; 2024Q4: 34,448 shares; 2025Q1: 34,861 shares; 2025Q2: 33,093 shares; 2025Q3: 32,731 shares; 2025Q4: 31,570 shares 31,570 $5.48M 0.2% -1,161 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 46,001 shares; 2025Q1: 44,908 shares; 2025Q2: 43,211 shares; 2025Q3: 42,762 shares; 2025Q4: 41,620 shares 41,620 $5.45M 0.2% -1,142 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: 1,235 shares; 2024Q4: 1,235 shares; 2025Q1: 1,235 shares; 2025Q2: 1,235 shares; 2025Q3: 15,358 shares; 2025Q4: 18,288 shares 18,288 $5.42M 0.2% +2,930 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: 48,875 shares; 2024Q4: 47,041 shares; 2025Q1: 42,659 shares; 2025Q2: 39,948 shares; 2025Q3: 39,355 shares; 2025Q4: 37,188 shares 37,188 $5.33M 0.19% -2,167 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: 12,009 shares; 2024Q4: 11,883 shares; 2025Q1: 12,001 shares; 2025Q2: 11,143 shares; 2025Q3: 11,265 shares; 2025Q4: 11,104 shares 11,104 $4.99M 0.18% -161 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,756 shares; 2024Q4: 88,264 shares; 2025Q1: 87,402 shares; 2025Q2: 83,586 shares; 2025Q3: 82,529 shares; 2025Q4: 78,853 shares 78,853 $4.93M 0.18% -3,676 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: 11,292 shares; 2024Q4: 11,153 shares; 2025Q1: 11,203 shares; 2025Q2: 10,637 shares; 2025Q3: 10,459 shares; 2025Q4: 10,178 shares 10,178 $4.92M 0.18% -281 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,869 shares; 2025Q1: 10,875 shares; 2025Q2: 8,879 shares; 2025Q3: 71,103 shares; 2025Q4: 69,660 shares 69,660 $4.83M 0.18% -1,443 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: 34,240 shares; 2024Q4: 33,727 shares; 2025Q1: 36,220 shares; 2025Q2: 34,186 shares; 2025Q3: 27,494 shares; 2025Q4: 27,196 shares 27,196 $4.83M 0.18% -298 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,650 shares; 2024Q4: 41,817 shares; 2025Q1: 41,676 shares; 2025Q2: 39,102 shares; 2025Q3: 38,663 shares; 2025Q4: 37,824 shares 37,824 $4.76M 0.17% -839 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: 42,170 shares; 2024Q4: 40,338 shares; 2025Q1: 40,405 shares; 2025Q2: 38,423 shares; 2025Q3: 37,940 shares; 2025Q4: 37,091 shares 37,091 $4.56M 0.17% -849 Timeline VIRT VIRTU FINL INC More: the full row for VIRTU FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 95,752 shares; 2025Q1: 153,157 shares; 2025Q2: 146,058 shares; 2025Q3: 144,196 shares; 2025Q4: 133,850 shares 133,850 $4.46M 0.16% -10,346 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,516 shares; 2024Q4: 4,495 shares; 2025Q1: 4,262 shares; 2025Q2: 4,168 shares; 2025Q3: 5,075 shares; 2025Q4: 47,330 shares 47,330 $4.44M 0.16% +42,255 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,991 shares; 2024Q4: 16,743 shares; 2025Q1: 16,717 shares; 2025Q2: 15,892 shares; 2025Q3: 15,643 shares; 2025Q4: 15,162 shares 15,162 $4.4M 0.16% -481 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,482 shares; 2024Q4: 49,894 shares; 2025Q1: 47,173 shares; 2025Q2: 46,151 shares; 2025Q3: 45,451 shares; 2025Q4: 43,873 shares 43,873 $4.38M 0.16% -1,578 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,299 shares; 2025Q3: 21,426 shares; 2025Q4: 20,933 shares 20,933 $4.37M 0.16% -493 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: 24,319 shares; 2024Q4: 24,150 shares; 2025Q1: 30,143 shares; 2025Q2: 28,797 shares; 2025Q3: 28,394 shares; 2025Q4: 27,153 shares 27,153 $4.36M 0.16% -1,241 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,809 shares; 2024Q4: 6,893 shares; 2025Q1: 8,432 shares; 2025Q2: 8,095 shares; 2025Q3: 7,767 shares; 2025Q4: 7,489 shares 7,489 $4.24M 0.15% -278 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: 3,464 shares; 2024Q4: 3,508 shares; 2025Q1: 3,452 shares; 2025Q2: 3,300 shares; 2025Q3: 3,221 shares; 2025Q4: 3,487 shares 3,487 $4.24M 0.15% +266 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: 54,553 shares; 2024Q4: 53,288 shares; 2025Q1: 50,879 shares; 2025Q2: 50,304 shares; 2025Q3: 50,209 shares; 2025Q4: 48,323 shares 48,323 $3.95M 0.14% -1,886 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,845 shares; 2024Q4: 15,552 shares; 2025Q1: 15,303 shares; 2025Q2: 14,922 shares; 2025Q3: 14,795 shares; 2025Q4: 14,022 shares 14,022 $3.68M 0.13% -773 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,190 shares; 2024Q4: 70,335 shares; 2025Q1: 71,225 shares; 2025Q2: 66,744 shares; 2025Q3: 65,542 shares; 2025Q4: 63,700 shares 63,700 $3.67M 0.13% -1,842 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180,017 shares; 2024Q4: 177,186 shares; 2025Q1: 178,965 shares; 2025Q2: 170,181 shares; 2025Q3: 168,041 shares; 2025Q4: 161,343 shares 161,343 $3.59M 0.13% -6,698 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: 10,415 shares; 2024Q4: 10,518 shares; 2025Q1: 10,401 shares; 2025Q2: 10,172 shares; 2025Q3: 10,115 shares; 2025Q4: 9,957 shares 9,957 $3.43M 0.13% -158 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: 70,367 shares; 2024Q4: 68,750 shares; 2025Q1: 69,351 shares; 2025Q2: 66,012 shares; 2025Q3: 65,080 shares; 2025Q4: 63,144 shares 63,144 $3.4M 0.12% -1,936 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: 11,680 shares; 2024Q4: 17,767 shares; 2025Q1: 22,521 shares; 2025Q2: 21,427 shares; 2025Q3: 18,080 shares; 2025Q4: 17,387 shares 17,387 $3.39M 0.12% -693 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,672 shares; 2024Q4: 26,672 shares; 2025Q1: 26,672 shares; 2025Q2: 26,355 shares; 2025Q3: 26,355 shares; 2025Q4: 26,355 shares 26,355 $3.34M 0.12% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,872 shares; 2024Q4: 18,885 shares; 2025Q1: 19,074 shares; 2025Q2: 18,198 shares; 2025Q3: 18,010 shares; 2025Q4: 9,397 shares 9,397 $3.3M 0.12% -8,613 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: 11,395 shares; 2024Q4: 6,904 shares; 2025Q1: 6,232 shares; 2025Q2: 6,303 shares; 2025Q3: 5,301 shares; 2025Q4: 4,857 shares 4,857 $3.27M 0.12% -444 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: 10,824 shares; 2024Q4: 10,630 shares; 2025Q1: 10,712 shares; 2025Q2: 10,206 shares; 2025Q3: 10,087 shares; 2025Q4: 9,757 shares 9,757 $2.98M 0.11% -330 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,567 shares 35,567 $2.92M 0.11% new Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,701 shares 5,701 $2.91M 0.11% new 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: 2,327 shares; 2024Q4: 2,392 shares; 2025Q1: 2,333 shares; 2025Q2: 32,519 shares; 2025Q3: 32,737 shares; 2025Q4: 31,514 shares 31,514 $2.87M 0.1% -1,223 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,771 shares; 2024Q4: 16,495 shares; 2025Q1: 16,278 shares; 2025Q2: 15,371 shares; 2025Q3: 15,204 shares; 2025Q4: 7,431 shares 7,431 $2.85M 0.1% -7,773 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,162 shares; 2024Q4: 56,006 shares; 2025Q1: 43,732 shares; 2025Q2: 42,115 shares; 2025Q3: 27,585 shares; 2025Q4: 24,907 shares 24,907 $2.82M 0.1% -2,678 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: 26,295 shares; 2024Q4: 23,543 shares; 2025Q1: 21,961 shares; 2025Q2: 15,869 shares; 2025Q3: 8,978 shares; 2025Q4: 8,844 shares 8,844 $2.78M 0.1% -134 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,465,947 shares; 2024Q4: 162,551 shares; 2025Q1: 146,225 shares; 2025Q2: 127,725 shares; 2025Q3: 118,125 shares; 2025Q4: 118,125 shares 118,125 $2.72M 0.1% 0 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,060 shares; 2025Q4: 9,760 shares 9,760 $2.69M 0.1% +8,700 Timeline USIG 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: 25,363 shares; 2024Q4: 24,653 shares; 2025Q1: 60,117 shares; 2025Q2: 53,959 shares; 2025Q3: 51,040 shares; 2025Q4: 50,138 shares 50,138 $2.6M 0.09% -902 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,165 shares; 2024Q4: 38,089 shares; 2025Q1: 34,446 shares; 2025Q2: 30,894 shares; 2025Q3: 29,146 shares; 2025Q4: 28,573 shares 28,573 $2.56M 0.09% -573 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,264 shares; 2025Q1: 5,236 shares; 2025Q2: 4,865 shares; 2025Q3: 4,821 shares; 2025Q4: 3,322 shares 3,322 $2.55M 0.09% -1,499 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: 7,069 shares; 2024Q4: 7,203 shares; 2025Q1: 7,077 shares; 2025Q2: 6,710 shares; 2025Q3: 6,670 shares; 2025Q4: 6,539 shares 6,539 $2.42M 0.09% -131 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,261 shares; 2024Q4: 8,116 shares; 2025Q1: 8,087 shares; 2025Q2: 7,761 shares; 2025Q3: 7,512 shares; 2025Q4: 7,723 shares 7,723 $2.29M 0.08% +211 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: 63,778 shares; 2024Q4: 123,580 shares; 2025Q1: 111,774 shares; 2025Q2: 100,283 shares; 2025Q3: 94,648 shares; 2025Q4: 91,697 shares 91,697 $2.23M 0.08% -2,951 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: 7,925 shares; 2024Q4: 7,988 shares; 2025Q1: 7,695 shares; 2025Q2: 7,285 shares; 2025Q3: 4,772 shares; 2025Q4: 4,743 shares 4,743 $2.15M 0.08% -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: 12,983 shares; 2024Q4: 12,806 shares; 2025Q1: 12,186 shares; 2025Q2: 11,430 shares; 2025Q3: 11,349 shares; 2025Q4: 11,015 shares 11,015 $2.15M 0.08% -334 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,221 shares; 2024Q4: 12,371 shares; 2025Q1: 11,949 shares; 2025Q2: 12,117 shares; 2025Q3: 11,928 shares; 2025Q4: 11,562 shares 11,562 $2.13M 0.08% -366 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: 3,752 shares; 2024Q4: 3,710 shares; 2025Q1: 3,015 shares; 2025Q2: 2,866 shares; 2025Q3: 2,849 shares; 2025Q4: 2,230 shares 2,230 $1.92M 0.07% -619 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: 12,903 shares; 2024Q4: 18,793 shares; 2025Q1: 18,657 shares; 2025Q2: 5,202 shares; 2025Q3: 5,215 shares; 2025Q4: 5,200 shares 5,200 $1.72M 0.06% -15 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,761 shares; 2024Q4: 55,943 shares; 2025Q1: 53,484 shares; 2025Q2: 52,458 shares; 2025Q3: 49,845 shares; 2025Q4: 47,903 shares 47,903 $1.7M 0.06% -1,942 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,514 shares; 2025Q4: 2,493 shares 2,493 $1.65M 0.06% -21 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,601 shares; 2024Q4: 6,598 shares; 2025Q1: 6,125 shares; 2025Q2: 6,024 shares; 2025Q3: 5,983 shares; 2025Q4: 5,492 shares 5,492 $1.53M 0.06% -491 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,610 shares; 2024Q4: 20,610 shares; 2025Q1: 20,610 shares; 2025Q2: 20,610 shares; 2025Q3: 20,610 shares; 2025Q4: 20,610 shares 20,610 $1.52M 0.06% 0 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,866 shares; 2024Q4: 1,870 shares; 2025Q1: 1,728 shares; 2025Q2: 1,763 shares; 2025Q3: 1,755 shares; 2025Q4: 1,665 shares 1,665 $1.51M 0.06% -90 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,100 shares; 2024Q4: 22,900 shares; 2025Q1: 20,775 shares; 2025Q2: 18,100 shares; 2025Q3: 16,750 shares; 2025Q4: 16,750 shares 16,750 $1.48M 0.05% 0 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: 42,048 shares; 2024Q4: 43,118 shares; 2025Q1: 40,480 shares; 2025Q2: 37,582 shares; 2025Q3: 37,455 shares; 2025Q4: 37,115 shares 37,115 $1.47M 0.05% -340 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,784 shares; 2024Q4: 13,383 shares; 2025Q1: 12,176 shares; 2025Q2: 10,927 shares; 2025Q3: 10,315 shares; 2025Q4: 10,103 shares 10,103 $1.41M 0.05% -212 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,305 shares; 2024Q4: 23,105 shares; 2025Q1: 20,930 shares; 2025Q2: 18,305 shares; 2025Q3: 16,955 shares; 2025Q4: 16,750 shares 16,750 $1.39M 0.05% -205 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: 6,064 shares; 2024Q4: 5,999 shares; 2025Q1: 5,746 shares; 2025Q2: 5,675 shares; 2025Q3: 5,629 shares; 2025Q4: 5,562 shares 5,562 $1.35M 0.05% -67 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: not reported; 2024Q4: not reported; 2025Q1: 26,612 shares; 2025Q2: 23,898 shares; 2025Q3: 22,627 shares; 2025Q4: 22,220 shares 22,220 $1.34M 0.05% -407 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 reported; 2024Q4: not reported; 2025Q1: 1,032 shares; 2025Q2: 929 shares; 2025Q3: 1,569 shares; 2025Q4: 1,444 shares 1,444 $1.27M 0.05% -125 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: 11,816 shares; 2024Q4: 11,470 shares; 2025Q1: 10,356 shares; 2025Q2: 9,296 shares; 2025Q3: 8,738 shares; 2025Q4: 8,575 shares 8,575 $1.23M 0.04% -163 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,671 shares; 2024Q4: 5,688 shares; 2025Q1: 5,622 shares; 2025Q2: 5,480 shares; 2025Q3: 5,484 shares; 2025Q4: 5,414 shares 5,414 $1.21M 0.04% -70 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: 3,341 shares; 2024Q4: 3,302 shares; 2025Q1: 3,036 shares; 2025Q2: 3,080 shares; 2025Q3: 3,120 shares; 2025Q4: 2,795 shares 2,795 $1.19M 0.04% -325 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: 2,576 shares; 2024Q4: 2,571 shares; 2025Q1: 2,388 shares; 2025Q2: 2,339 shares; 2025Q3: 2,315 shares; 2025Q4: 2,105 shares 2,105 $1.16M 0.04% -210 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,092 shares; 2024Q4: 6,606 shares; 2025Q1: 6,380 shares; 2025Q2: 6,086 shares; 2025Q3: 6,222 shares; 2025Q4: 6,410 shares 6,410 $1.13M 0.04% +188 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,156 shares; 2024Q4: 10,158 shares; 2025Q1: 10,043 shares; 2025Q2: 9,393 shares; 2025Q3: 9,332 shares; 2025Q4: 8,602 shares 8,602 $1.08M 0.04% -730 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,357 shares; 2025Q4: 6,912 shares 6,912 $1.07M 0.04% -2,445 Timeline IEV 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: 15,345 shares; 2024Q4: 15,345 shares; 2025Q1: 15,345 shares; 2025Q2: 15,345 shares; 2025Q3: 15,345 shares; 2025Q4: 15,345 shares 15,345 $1.05M 0.04% 0 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,418 shares 34,418 $1.04M 0.04% 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: 1,988 shares; 2024Q4: 1,678 shares; 2025Q1: 1,584 shares; 2025Q2: 1,584 shares; 2025Q3: 1,509 shares; 2025Q4: 1,509 shares 1,509 $1.03M 0.04% 0 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: 2,196 shares; 2024Q4: 2,189 shares; 2025Q1: 2,026 shares; 2025Q2: 2,059 shares; 2025Q3: 2,050 shares; 2025Q4: 1,765 shares 1,765 $1.02M 0.04% -285 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,121 shares; 2025Q1: 1,037 shares; 2025Q2: 992 shares; 2025Q3: 983 shares; 2025Q4: 896 shares 896 $959K 0.04% -87 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,882 shares; 2024Q4: 45,534 shares; 2025Q1: 21,582 shares; 2025Q2: 19,457 shares; 2025Q3: 18,464 shares; 2025Q4: 18,185 shares 18,185 $938K 0.03% -279 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,470 shares; 2024Q4: 6,433 shares; 2025Q1: 6,038 shares; 2025Q2: 6,360 shares; 2025Q3: 6,337 shares; 2025Q4: 5,601 shares 5,601 $904K 0.03% -736 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,499 shares; 2024Q4: 3,590 shares; 2025Q1: 3,556 shares; 2025Q2: 3,239 shares; 2025Q3: 3,277 shares; 2025Q4: 3,070 shares 3,070 $882K 0.03% -207 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,925 shares; 2024Q4: 5,890 shares; 2025Q1: 3,010 shares; 2025Q2: 2,921 shares; 2025Q3: 3,307 shares; 2025Q4: 2,991 shares 2,991 $817K 0.03% -316 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,330 shares; 2024Q4: 6,442 shares; 2025Q1: 6,295 shares; 2025Q2: 5,846 shares; 2025Q3: 5,757 shares; 2025Q4: 5,357 shares 5,357 $810K 0.03% -400 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: 8,570 shares; 2024Q4: 9,349 shares; 2025Q1: 8,568 shares; 2025Q2: 9,322 shares; 2025Q3: 9,231 shares; 2025Q4: 8,353 shares 8,353 $796K 0.03% -878 Timeline EWJ 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: 9,933 shares; 2024Q4: 9,933 shares; 2025Q1: 9,783 shares; 2025Q2: 9,783 shares; 2025Q3: 9,783 shares; 2025Q4: 9,783 shares 9,783 $790K 0.03% 0 Timeline CVNA CARVANA CO More: the full row for CARVANA 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: 1,872 shares; 2025Q3: 2,004 shares; 2025Q4: 1,866 shares 1,866 $787K 0.03% -138 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,444 shares; 2024Q4: 11,106 shares; 2025Q1: 10,046 shares; 2025Q2: 9,009 shares; 2025Q3: 8,536 shares; 2025Q4: 8,362 shares 8,362 $785K 0.03% -174 Timeline SN SHARKNINJA INC More: the full row for SHARKNINJA 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: 6,440 shares; 2025Q2: 9,264 shares; 2025Q3: 7,655 shares; 2025Q4: 6,997 shares 6,997 $783K 0.03% -658 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,403 shares 4,403 $708K 0.03% new Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,032 shares 12,032 $707K 0.03% new Timeline ZWS ZURN ELKAY WATER SOLNS CORP More: the full row for ZURN ELKAY WATER SOLNS 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: 16,518 shares; 2025Q4: 15,147 shares 15,147 $704K 0.03% -1,371 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: 6,341 shares; 2024Q4: 6,320 shares; 2025Q1: 5,705 shares; 2025Q2: 5,703 shares; 2025Q3: 5,668 shares; 2025Q4: 4,282 shares 4,282 $694K 0.03% -1,386 Timeline KBWB 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: 11,163 shares; 2024Q4: 10,787 shares; 2025Q1: 9,722 shares; 2025Q2: 8,709 shares; 2025Q3: 8,224 shares; 2025Q4: 8,068 shares 8,068 $680K 0.02% -156 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,314 shares; 2024Q4: 45,976 shares; 2025Q1: 41,657 shares; 2025Q2: 37,253 shares; 2025Q3: 35,188 shares; 2025Q4: 34,377 shares 34,377 $673K 0.02% -811 Timeline PID 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: 40,627 shares; 2024Q4: 39,704 shares; 2025Q1: 35,761 shares; 2025Q2: 32,079 shares; 2025Q3: 30,290 shares; 2025Q4: 29,722 shares 29,722 $654K 0.02% -568 Timeline TWLO TWILIO INC More: the full row for TWILIO 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: 4,944 shares; 2025Q3: 4,909 shares; 2025Q4: 4,534 shares 4,534 $645K 0.02% -375 Timeline PEY 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: 90,112 shares; 2024Q4: 87,683 shares; 2025Q1: 36,384 shares; 2025Q2: 32,839 shares; 2025Q3: 31,213 shares; 2025Q4: 30,798 shares 30,798 $628K 0.02% -415 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,118 shares; 2024Q4: 2,118 shares; 2025Q1: 1,558 shares; 2025Q2: 1,490 shares; 2025Q3: 1,365 shares; 2025Q4: 1,612 shares 1,612 $627K 0.02% +247 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,413 shares; 2025Q3: 4,726 shares; 2025Q4: 4,384 shares 4,384 $625K 0.02% -342 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,330 shares; 2025Q4: 3,042 shares 3,042 $624K 0.02% -288 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: 1,102 shares; 2024Q4: 1,126 shares; 2025Q1: 1,102 shares; 2025Q2: 1,050 shares; 2025Q3: 1,050 shares; 2025Q4: 1,050 shares 1,050 $608K 0.02% 0 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,136 shares; 2024Q4: 3,136 shares; 2025Q1: 3,136 shares; 2025Q2: 3,136 shares; 2025Q3: 3,136 shares; 2025Q4: 3,136 shares 3,136 $607K 0.02% 0 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,012 shares; 2024Q4: 2,001 shares; 2025Q1: 1,801 shares; 2025Q2: 1,583 shares; 2025Q3: 1,571 shares; 2025Q4: 1,419 shares 1,419 $599K 0.02% -152 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,851 shares; 2024Q4: 45,810 shares; 2025Q1: 46,802 shares; 2025Q2: 44,299 shares; 2025Q3: 43,618 shares; 2025Q4: 3,230 shares 3,230 $594K 0.02% -40,388 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,633 shares; 2025Q4: 3,317 shares 3,317 $573K 0.02% -316 Timeline TLH 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: 7,760 shares; 2024Q4: 7,705 shares; 2025Q1: 6,955 shares; 2025Q2: 6,196 shares; 2025Q3: 5,823 shares; 2025Q4: 5,623 shares 5,623 $572K 0.02% -200 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,191 shares; 2024Q4: 10,069 shares; 2025Q1: 9,386 shares; 2025Q2: 9,514 shares; 2025Q3: 2,200 shares; 2025Q4: 2,200 shares 2,200 $565K 0.02% 0 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,638 shares; 2024Q4: 7,178 shares; 2025Q1: 5,946 shares; 2025Q2: 5,303 shares; 2025Q3: 5,003 shares; 2025Q4: 4,840 shares 4,840 $533K 0.02% -163 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,920 shares; 2024Q4: 7,755 shares; 2025Q1: 6,998 shares; 2025Q2: 6,260 shares; 2025Q3: 5,898 shares; 2025Q4: 11,587 shares 11,587 $518K 0.02% +5,689 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: 5,004 shares; 2024Q4: 5,004 shares; 2025Q1: 4,904 shares; 2025Q2: 4,904 shares; 2025Q3: 4,304 shares; 2025Q4: 4,154 shares 4,154 $512K 0.02% -150 Timeline BELFB BEL FUSE INC More: the full row for BEL FUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,228 shares; 2025Q4: 2,914 shares 2,914 $494K 0.02% -314 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,540 shares 1,540 $474K 0.02% new Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,038 shares; 2024Q4: 1,038 shares; 2025Q1: 1,038 shares; 2025Q2: 994 shares; 2025Q3: 994 shares; 2025Q4: 994 shares 994 $463K 0.02% 0 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,626 shares; 2024Q4: 14,306 shares; 2025Q1: 12,976 shares; 2025Q2: 11,647 shares; 2025Q3: 11,034 shares; 2025Q4: 10,772 shares 10,772 $462K 0.02% -262 Timeline JXI 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: 7,885 shares; 2024Q4: 7,699 shares; 2025Q1: 6,957 shares; 2025Q2: 6,234 shares; 2025Q3: 5,894 shares; 2025Q4: 5,753 shares 5,753 $452K 0.02% -141 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,204 shares; 2024Q4: 3,123 shares; 2025Q1: 2,820 shares; 2025Q2: 2,515 shares; 2025Q3: 2,378 shares; 2025Q4: 2,305 shares 2,305 $446K 0.02% -73 Timeline SRVR 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: 20,593 shares; 2024Q4: 20,107 shares; 2025Q1: 18,155 shares; 2025Q2: 16,271 shares; 2025Q3: 15,400 shares; 2025Q4: 15,064 shares 15,064 $431K 0.02% -336 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 900 shares; 2024Q4: 900 shares; 2025Q1: 875 shares; 2025Q2: 875 shares; 2025Q3: 875 shares; 2025Q4: 875 shares 875 $426K 0.02% 0 Timeline PSK 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: 17,985 shares; 2024Q4: 17,634 shares; 2025Q1: 15,964 shares; 2025Q2: 14,306 shares; 2025Q3: 13,545 shares; 2025Q4: 13,083 shares 13,083 $415K 0.02% -462 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: 4,263 shares; 2024Q4: 4,592 shares; 2025Q1: 4,592 shares; 2025Q2: 4,592 shares; 2025Q3: 4,592 shares; 2025Q4: 4,592 shares 4,592 $411K 0.01% 0 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,041 shares; 2024Q4: 946 shares; 2025Q1: 1,607 shares; 2025Q2: 655 shares; 2025Q3: 605 shares; 2025Q4: 575 shares 575 $392K 0.01% -30 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: 4,872 shares; 2024Q4: 4,872 shares; 2025Q1: 4,872 shares; 2025Q2: 4,723 shares; 2025Q3: 4,723 shares; 2025Q4: 5,070 shares 5,070 $391K 0.01% +347 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: 5,713 shares; 2024Q4: 5,715 shares; 2025Q1: 5,569 shares; 2025Q2: 5,375 shares; 2025Q3: 4,975 shares; 2025Q4: 1,097 shares 1,097 $384K 0.01% -3,878 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG 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: 4,921 shares 4,921 $371K 0.01% new Timeline MDB MONGODB INC More: the full row for MONGODB 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: 882 shares; 2025Q4: 878 shares 878 $368K 0.01% -4 Timeline VYMI 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: 5,410 shares; 2024Q4: 5,248 shares; 2025Q1: 4,682 shares; 2025Q2: 4,181 shares; 2025Q3: 3,972 shares; 2025Q4: 3,859 shares 3,859 $347K 0.01% -113 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: 1,385 shares; 2024Q4: 1,385 shares; 2025Q1: 1,385 shares; 2025Q2: 1,385 shares; 2025Q3: 1,385 shares; 2025Q4: 1,385 shares 1,385 $317K 0.01% 0 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: 6,405 shares; 2024Q4: 6,360 shares; 2025Q1: 13,683 shares; 2025Q2: 12,582 shares; 2025Q3: 5,820 shares; 2025Q4: 5,375 shares 5,375 $314K 0.01% -445 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,771 shares; 2024Q4: 13,731 shares; 2025Q1: 12,364 shares; 2025Q2: 10,990 shares; 2025Q3: 10,379 shares; 2025Q4: 10,006 shares 10,006 $310K 0.01% -373 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,775 shares; 2024Q4: 11,917 shares; 2025Q1: 1,124 shares; 2025Q2: 954 shares; 2025Q3: 954 shares; 2025Q4: 954 shares 954 $298K 0.01% 0 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,500 shares; 2024Q4: 3,500 shares; 2025Q1: 3,500 shares; 2025Q2: 3,500 shares; 2025Q3: 3,500 shares; 2025Q4: 3,500 shares 3,500 $281K 0.01% 0 Timeline FDN 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: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $269K 0.01% 0 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,627 shares 1,627 $259K 0.01% new 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: 35,253 shares; 2024Q4: 34,722 shares; 2025Q1: 34,493 shares; 2025Q2: 32,463 shares; 2025Q3: 32,177 shares; 2025Q4: 4,082 shares 4,082 $259K 0.01% -28,095 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: 3,690 shares; 2024Q4: 3,669 shares; 2025Q1: not reported; 2025Q2: 820 shares; 2025Q3: 820 shares; 2025Q4: 820 shares 820 $254K 0.01% 0 Timeline SOCL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,500 shares; 2025Q3: 4,500 shares; 2025Q4: 4,500 shares 4,500 $248K 0.01% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,396 shares; 2024Q4: 1,486 shares; 2025Q1: 1,396 shares; 2025Q2: 1,396 shares; 2025Q3: 1,396 shares; 2025Q4: 1,396 shares 1,396 $239K 0.01% 0 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,610 shares; 2024Q4: 1,610 shares; 2025Q1: 1,450 shares; 2025Q2: 988 shares; 2025Q3: 988 shares; 2025Q4: 612 shares 612 $237K 0.01% -376 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: 4,992 shares; 2025Q1: 4,073 shares; 2025Q2: 4,073 shares; 2025Q3: 4,079 shares; 2025Q4: 3,872 shares 3,872 $233K 0.01% -207 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,685 shares; 2024Q4: 4,685 shares; 2025Q1: 4,685 shares; 2025Q2: 4,685 shares; 2025Q3: 4,685 shares; 2025Q4: 4,685 shares 4,685 $225K 0.01% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,960 shares; 2025Q1: not reported; 2025Q2: 1,960 shares; 2025Q3: 1,960 shares; 2025Q4: 1,960 shares 1,960 $223K 0.01% 0 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,764 shares; 2025Q2: 8,718 shares; 2025Q3: 8,683 shares; 2025Q4: 3,360 shares 3,360 $219K 0.01% -5,323 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,153 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,492 shares; 2025Q4: 1,481 shares 1,481 $206K 0.01% -11 Timeline