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: 40,924 shares; 2024Q4: 40,948 shares; 2025Q1: 38,038 shares; 2025Q2: 41,008 shares; 2025Q3: 41,159 shares; 2025Q4: 40,555 shares 40,555 $12.3M 3.93% -604 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: 6,824 shares; 2024Q4: 13,000 shares; 2025Q1: 11,351 shares; 2025Q2: 19,075 shares; 2025Q3: 25,675 shares; 2025Q4: 26,175 shares 26,175 $11.8M 3.76% +500 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,203 shares; 2024Q4: 108,081 shares; 2025Q1: 113,463 shares; 2025Q2: 114,797 shares; 2025Q3: 116,551 shares; 2025Q4: 118,115 shares 118,115 $11.1M 3.55% +1,564 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,335 shares; 2024Q4: 132,028 shares; 2025Q1: 138,669 shares; 2025Q2: 142,484 shares; 2025Q3: 145,611 shares; 2025Q4: 137,025 shares 137,025 $10.1M 3.23% -8,586 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: 22,921 shares; 2024Q4: 22,458 shares; 2025Q1: 18,493 shares; 2025Q2: 19,548 shares; 2025Q3: 19,635 shares; 2025Q4: 19,706 shares 19,706 $9.53M 3.04% +71 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,534 shares; 2024Q4: 44,066 shares; 2025Q1: 45,469 shares; 2025Q2: 46,258 shares; 2025Q3: 46,700 shares; 2025Q4: 47,100 shares 47,100 $8.03M 2.56% +400 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: 26,842 shares; 2024Q4: 27,154 shares; 2025Q1: 27,821 shares; 2025Q2: 30,887 shares; 2025Q3: 31,302 shares; 2025Q4: 30,938 shares 30,938 $7.95M 2.54% -364 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 181,177 shares; 2024Q4: 183,217 shares; 2025Q1: 191,492 shares; 2025Q2: 194,845 shares; 2025Q3: 199,011 shares; 2025Q4: 201,792 shares 201,792 $7.33M 2.34% +2,781 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,905 shares; 2024Q4: 91,813 shares; 2025Q1: 98,456 shares; 2025Q2: 99,224 shares; 2025Q3: 99,872 shares; 2025Q4: 150,401 shares 150,401 $6.91M 2.2% +50,529 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,396 shares; 2024Q4: 144,814 shares; 2025Q1: 147,142 shares; 2025Q2: 150,311 shares; 2025Q3: 153,306 shares; 2025Q4: 148,079 shares 148,079 $6.57M 2.1% -5,227 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,526 shares; 2024Q4: 79,276 shares; 2025Q1: 82,823 shares; 2025Q2: 84,079 shares; 2025Q3: 85,497 shares; 2025Q4: 86,970 shares 86,970 $6.4M 2.04% +1,473 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: 19,186 shares; 2024Q4: 18,881 shares; 2025Q1: 19,123 shares; 2025Q2: 19,382 shares; 2025Q3: 19,581 shares; 2025Q4: 19,751 shares 19,751 $6.36M 2.03% +170 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,514 shares; 2024Q4: 143,773 shares; 2025Q1: 157,793 shares; 2025Q2: 164,114 shares; 2025Q3: 169,600 shares; 2025Q4: 172,723 shares 172,723 $6M 1.92% +3,123 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,414 shares; 2024Q4: 47,721 shares; 2025Q1: 50,322 shares; 2025Q2: 51,016 shares; 2025Q3: 53,492 shares; 2025Q4: 54,534 shares 54,534 $5.39M 1.72% +1,042 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,225 shares; 2024Q4: 55,117 shares; 2025Q1: 56,625 shares; 2025Q2: 56,961 shares; 2025Q3: 57,479 shares; 2025Q4: 57,995 shares 57,995 $5.26M 1.68% +516 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: 20,023 shares; 2024Q4: 20,161 shares; 2025Q1: 20,352 shares; 2025Q2: 20,455 shares; 2025Q3: 20,833 shares; 2025Q4: 21,662 shares 21,662 $5.01M 1.6% +829 Timeline GRTUF GRANITE REAL ESTATE INVESTME More: the full row for GRANITE REAL ESTATE INVESTME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 79,259 shares; 2025Q1: 83,471 shares; 2025Q2: 83,073 shares; 2025Q3: 82,856 shares; 2025Q4: 83,127 shares 83,127 $4.95M 1.58% +271 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: 90,628 shares; 2024Q4: 90,920 shares; 2025Q1: 88,282 shares; 2025Q2: 88,438 shares; 2025Q3: 88,439 shares; 2025Q4: 88,689 shares 88,689 $4.88M 1.56% +250 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: 8,507 shares; 2024Q4: 8,611 shares; 2025Q1: 8,920 shares; 2025Q2: 9,427 shares; 2025Q3: 9,613 shares; 2025Q4: 9,777 shares 9,777 $4.73M 1.51% +164 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,727 shares; 2024Q4: 117,387 shares; 2025Q1: 118,809 shares; 2025Q2: 121,274 shares; 2025Q3: 122,911 shares; 2025Q4: 124,591 shares 124,591 $4.52M 1.44% +1,680 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: 42,765 shares; 2024Q4: 40,434 shares; 2025Q1: 41,048 shares; 2025Q2: 41,576 shares; 2025Q3: 42,073 shares; 2025Q4: 40,296 shares 40,296 $4.49M 1.43% -1,777 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: 11,798 shares; 2024Q4: 11,848 shares; 2025Q1: 26,005 shares; 2025Q2: 38,149 shares; 2025Q3: 41,232 shares; 2025Q4: 49,132 shares 49,132 $4.4M 1.4% +7,900 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: 66,817 shares; 2024Q4: 66,817 shares; 2025Q1: 66,817 shares; 2025Q2: 66,513 shares; 2025Q3: 66,513 shares; 2025Q4: 66,513 shares 66,513 $4.16M 1.33% 0 Timeline FTS FORTIS INC More: the full row for FORTIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,387 shares; 2024Q4: 70,817 shares; 2025Q1: 75,064 shares; 2025Q2: 76,702 shares; 2025Q3: 78,125 shares; 2025Q4: 79,902 shares 79,902 $4.15M 1.33% +1,777 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: 17,221 shares; 2024Q4: 17,389 shares; 2025Q1: 18,511 shares; 2025Q2: 18,790 shares; 2025Q3: 19,212 shares; 2025Q4: 19,616 shares 19,616 $4.06M 1.3% +404 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: 6,501 shares; 2024Q4: 5,878 shares; 2025Q1: 5,764 shares; 2025Q2: 5,852 shares; 2025Q3: 5,945 shares; 2025Q4: 5,953 shares 5,953 $4.06M 1.3% +8 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,332 shares; 2024Q4: 12,531 shares; 2025Q1: 13,685 shares; 2025Q2: 16,966 shares; 2025Q3: 17,479 shares; 2025Q4: 17,786 shares 17,786 $3.81M 1.22% +307 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: 29,628 shares; 2024Q4: 30,115 shares; 2025Q1: 31,475 shares; 2025Q2: 37,508 shares; 2025Q3: 38,160 shares; 2025Q4: 38,735 shares 38,735 $3.76M 1.2% +575 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: 4,003 shares; 2024Q4: 4,008 shares; 2025Q1: 4,146 shares; 2025Q2: 4,241 shares; 2025Q3: 4,304 shares; 2025Q4: 4,214 shares 4,214 $3.7M 1.18% -90 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: 5,253 shares; 2024Q4: 5,253 shares; 2025Q1: 5,394 shares; 2025Q2: 6,168 shares; 2025Q3: 10,700 shares; 2025Q4: 10,927 shares 10,927 $3.68M 1.17% +227 Timeline EMXC 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: 48,687 shares; 2024Q4: 49,840 shares; 2025Q1: 48,723 shares; 2025Q2: 51,746 shares; 2025Q3: 51,293 shares; 2025Q4: 50,602 shares 50,602 $3.68M 1.17% -691 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: 67,524 shares; 2024Q4: 68,433 shares; 2025Q1: 72,336 shares; 2025Q2: 73,450 shares; 2025Q3: 74,559 shares; 2025Q4: 76,490 shares 76,490 $3.66M 1.17% +1,931 Timeline BCE BCE INC More: the full row for BCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,149 shares; 2024Q4: 88,202 shares; 2025Q1: 129,246 shares; 2025Q2: 136,765 shares; 2025Q3: 144,786 shares; 2025Q4: 148,876 shares 148,876 $3.55M 1.13% +4,090 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: 41,732 shares; 2024Q4: 41,811 shares; 2025Q1: 42,909 shares; 2025Q2: 42,596 shares; 2025Q3: 42,805 shares; 2025Q4: 43,078 shares 43,078 $3.32M 1.06% +273 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,069 shares; 2024Q4: 90,687 shares; 2025Q1: 92,521 shares; 2025Q2: 93,840 shares; 2025Q3: 95,101 shares; 2025Q4: 96,896 shares 96,896 $3.28M 1.05% +1,795 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: 5,172 shares; 2024Q4: 5,189 shares; 2025Q1: 5,322 shares; 2025Q2: 5,435 shares; 2025Q3: 5,560 shares; 2025Q4: 5,683 shares 5,683 $3.24M 1.04% +123 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: 30,559 shares; 2024Q4: 31,000 shares; 2025Q1: 32,351 shares; 2025Q2: 32,882 shares; 2025Q3: 33,803 shares; 2025Q4: 33,455 shares 33,455 $3.21M 1.03% -348 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 41,731 shares; 2025Q1: 41,077 shares; 2025Q2: 41,372 shares; 2025Q3: 41,866 shares; 2025Q4: 42,330 shares 42,330 $3.19M 1.02% +464 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,399 shares; 2024Q4: 60,208 shares; 2025Q1: 62,736 shares; 2025Q2: 56,483 shares; 2025Q3: 56,665 shares; 2025Q4: 55,272 shares 55,272 $3.12M 0.99% -1,393 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: 13,440 shares; 2024Q4: 13,440 shares; 2025Q1: 13,429 shares; 2025Q2: 13,370 shares; 2025Q3: 13,370 shares; 2025Q4: 13,370 shares 13,370 $3.09M 0.99% 0 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: 1,219 shares; 2024Q4: 1,241 shares; 2025Q1: 1,290 shares; 2025Q2: 1,330 shares; 2025Q3: 1,363 shares; 2025Q4: 1,392 shares 1,392 $2.99M 0.96% +29 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,905 shares; 2024Q4: 21,148 shares; 2025Q1: 22,217 shares; 2025Q2: 22,427 shares; 2025Q3: 22,655 shares; 2025Q4: 22,899 shares 22,899 $2.97M 0.95% +244 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: 23,941 shares; 2024Q4: 25,018 shares; 2025Q1: 25,115 shares; 2025Q2: 25,211 shares; 2025Q3: 25,291 shares; 2025Q4: 25,366 shares 25,366 $2.96M 0.94% +75 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,018 shares; 2024Q4: 9,106 shares; 2025Q1: 9,494 shares; 2025Q2: 9,767 shares; 2025Q3: 9,971 shares; 2025Q4: 10,173 shares 10,173 $2.94M 0.94% +202 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,755 shares; 2024Q4: 39,159 shares; 2025Q1: 40,706 shares; 2025Q2: 40,951 shares; 2025Q3: 42,868 shares; 2025Q4: 44,599 shares 44,599 $2.78M 0.89% +1,731 Timeline BEP BROOKFIELD RENEWABLE ENERGY More: the full row for BROOKFIELD RENEWABLE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,141 shares; 2024Q4: 80,994 shares; 2025Q1: 92,348 shares; 2025Q2: 95,158 shares; 2025Q3: 98,422 shares; 2025Q4: 101,946 shares 101,946 $2.75M 0.88% +3,524 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,670 shares; 2024Q4: 41,889 shares; 2025Q1: 45,979 shares; 2025Q2: 47,138 shares; 2025Q3: 48,353 shares; 2025Q4: 50,156 shares 50,156 $2.63M 0.84% +1,803 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: 2,192 shares; 2025Q1: 2,298 shares; 2025Q2: 2,361 shares; 2025Q3: 2,406 shares; 2025Q4: 2,444 shares 2,444 $2.62M 0.84% +38 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: 5,910 shares; 2024Q4: 5,402 shares; 2025Q1: 5,723 shares; 2025Q2: 7,544 shares; 2025Q3: 7,544 shares; 2025Q4: 7,544 shares 7,544 $2.61M 0.83% 0 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,887 shares; 2024Q4: 2,887 shares; 2025Q1: 2,887 shares; 2025Q2: 2,887 shares; 2025Q3: 2,887 shares; 2025Q4: 2,391 shares 2,391 $2.57M 0.82% -496 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,335 shares; 2025Q1: 9,603 shares; 2025Q2: 14,666 shares; 2025Q3: 14,736 shares; 2025Q4: 14,736 shares 14,736 $2.52M 0.81% 0 Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,718 shares; 2024Q4: 27,904 shares; 2025Q1: 28,082 shares; 2025Q2: 28,161 shares; 2025Q3: 28,322 shares; 2025Q4: 28,408 shares 28,408 $2.45M 0.78% +86 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,951 shares; 2024Q4: 15,714 shares; 2025Q1: 16,006 shares; 2025Q2: 14,770 shares; 2025Q3: 14,966 shares; 2025Q4: 15,091 shares 15,091 $2.33M 0.75% +125 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: 15,339 shares; 2024Q4: 14,908 shares; 2025Q1: 15,966 shares; 2025Q2: 7,980 shares; 2025Q3: 7,859 shares; 2025Q4: 15,409 shares 15,409 $2.22M 0.71% +7,550 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: 12,625 shares; 2024Q4: 12,625 shares; 2025Q1: 12,860 shares; 2025Q2: 15,149 shares; 2025Q3: 15,149 shares; 2025Q4: 11,320 shares 11,320 $2.21M 0.7% -3,829 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: 846 shares; 2024Q4: 1,180 shares; 2025Q1: 1,266 shares; 2025Q2: 1,829 shares; 2025Q3: 1,927 shares; 2025Q4: 1,927 shares 1,927 $2.06M 0.66% 0 Timeline SOXX 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: 11,862 shares; 2024Q4: 11,768 shares; 2025Q1: 11,952 shares; 2025Q2: 6,711 shares; 2025Q3: 6,620 shares; 2025Q4: 6,526 shares 6,526 $1.97M 0.63% -94 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,861 shares; 2024Q4: 3,859 shares; 2025Q1: 3,786 shares; 2025Q2: 3,778 shares; 2025Q3: 3,778 shares; 2025Q4: 3,778 shares 3,778 $1.9M 0.61% 0 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: 7,972 shares; 2024Q4: 7,975 shares; 2025Q1: 8,038 shares; 2025Q2: 8,064 shares; 2025Q3: 8,072 shares; 2025Q4: 8,068 shares 8,068 $1.84M 0.59% -4 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,581 shares; 2024Q4: 54,867 shares; 2025Q1: 63,700 shares; 2025Q2: 66,324 shares; 2025Q3: 68,940 shares; 2025Q4: 67,142 shares 67,142 $1.76M 0.56% -1,798 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: 5,264 shares; 2024Q4: 5,264 shares; 2025Q1: 5,606 shares; 2025Q2: 5,601 shares; 2025Q3: 5,601 shares; 2025Q4: 5,601 shares 5,601 $1.76M 0.56% 0 Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,204 shares; 2024Q4: 82,147 shares; 2025Q1: 97,558 shares; 2025Q2: 100,048 shares; 2025Q3: 103,875 shares; 2025Q4: 108,282 shares 108,282 $1.69M 0.54% +4,407 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: 14,889 shares; 2024Q4: 14,993 shares; 2025Q1: 15,339 shares; 2025Q2: 15,461 shares; 2025Q3: 15,823 shares; 2025Q4: 16,013 shares 16,013 $1.69M 0.54% +190 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,704 shares; 2024Q4: 4,702 shares; 2025Q1: 4,597 shares; 2025Q2: 4,598 shares; 2025Q3: 4,599 shares; 2025Q4: 4,599 shares 4,599 $1.61M 0.51% 0 Timeline BBU BROOKFIELD BUSINESS PARTNERS L More: the full row for BROOKFIELD BUSINESS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,501 shares; 2024Q4: 32,518 shares; 2025Q1: 39,309 shares; 2025Q2: 41,994 shares; 2025Q3: 44,270 shares; 2025Q4: 45,074 shares 45,074 $1.6M 0.51% +804 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: 580 shares; 2024Q4: 580 shares; 2025Q1: 714 shares; 2025Q2: 1,258 shares; 2025Q3: 1,258 shares; 2025Q4: 1,258 shares 1,258 $1.53M 0.49% 0 Timeline TU TELUS CORPORATION More: the full row for TELUS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,139 shares; 2024Q4: 88,734 shares; 2025Q1: 113,354 shares; 2025Q2: 111,827 shares; 2025Q3: 114,256 shares; 2025Q4: 113,415 shares 113,415 $1.49M 0.48% -841 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,176 shares; 2024Q4: 10,924 shares; 2025Q1: 10,745 shares; 2025Q2: 10,365 shares; 2025Q3: 10,060 shares; 2025Q4: 10,573 shares 10,573 $1.47M 0.47% +513 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: 50,048 shares; 2024Q4: 50,313 shares; 2025Q1: 52,801 shares; 2025Q2: 52,881 shares; 2025Q3: 53,998 shares; 2025Q4: 55,392 shares 55,392 $1.38M 0.44% +1,394 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,819 shares; 2024Q4: 1,819 shares; 2025Q1: 1,895 shares; 2025Q2: 2,306 shares; 2025Q3: 2,306 shares; 2025Q4: 2,306 shares 2,306 $1.31M 0.42% 0 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: 10,147 shares; 2024Q4: 10,256 shares; 2025Q1: 10,363 shares; 2025Q2: 10,391 shares; 2025Q3: 10,424 shares; 2025Q4: 10,437 shares 10,437 $1.31M 0.42% +13 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: 5,656 shares; 2024Q4: 5,659 shares; 2025Q1: 4,791 shares; 2025Q2: 4,795 shares; 2025Q3: 4,798 shares; 2025Q4: 4,800 shares 4,800 $1.3M 0.42% +2 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,119 shares 12,119 $1.25M 0.4% new Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,542 shares; 2024Q4: 19,119 shares; 2025Q1: 18,392 shares; 2025Q2: 16,749 shares; 2025Q3: 16,235 shares; 2025Q4: 15,721 shares 15,721 $1.22M 0.39% -514 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,223 shares; 2024Q4: 11,442 shares; 2025Q1: 13,159 shares; 2025Q2: 13,983 shares; 2025Q3: 14,766 shares; 2025Q4: 14,067 shares 14,067 $1.14M 0.36% -699 Timeline RCI ROGERS COMMUNICATIONS INC More: the full row for ROGERS COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,232 shares; 2024Q4: 18,910 shares; 2025Q1: 30,002 shares; 2025Q2: 28,643 shares; 2025Q3: 29,233 shares; 2025Q4: 29,721 shares 29,721 $1.12M 0.36% +488 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,909 shares; 2024Q4: 2,259 shares; 2025Q1: 3,147 shares; 2025Q2: 5,221 shares; 2025Q3: 5,221 shares; 2025Q4: 5,221 shares 5,221 $1.12M 0.36% 0 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: 44,551 shares; 2024Q4: 44,112 shares; 2025Q1: 19,136 shares; 2025Q2: 19,375 shares; 2025Q3: 19,766 shares; 2025Q4: 19,959 shares 19,959 $1.07M 0.34% +193 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: 2,470 shares; 2024Q4: 2,470 shares; 2025Q1: 5,479 shares; 2025Q2: 5,460 shares; 2025Q3: 5,460 shares; 2025Q4: 5,460 shares 5,460 $1.02M 0.33% 0 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,148 shares; 2024Q4: 28,481 shares; 2025Q1: 37,973 shares; 2025Q2: 39,697 shares; 2025Q3: 41,944 shares; 2025Q4: 40,891 shares 40,891 $977K 0.31% -1,053 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,349 shares; 2024Q4: 55,882 shares; 2025Q1: 54,613 shares; 2025Q2: 25,850 shares; 2025Q3: 25,850 shares; 2025Q4: 16,133 shares 16,133 $884K 0.28% -9,717 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: 4,026 shares; 2024Q4: 4,330 shares; 2025Q1: 4,424 shares; 2025Q2: 4,429 shares; 2025Q3: 4,435 shares; 2025Q4: 4,427 shares 4,427 $864K 0.28% -8 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,584 shares; 2024Q4: 4,749 shares; 2025Q1: 4,749 shares; 2025Q2: 4,777 shares; 2025Q3: 4,789 shares; 2025Q4: 4,800 shares 4,800 $814K 0.26% +11 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,772 shares; 2024Q4: 12,772 shares; 2025Q1: 12,447 shares; 2025Q2: 12,447 shares; 2025Q3: 12,489 shares; 2025Q4: 12,542 shares 12,542 $677K 0.22% +53 Timeline TFII TFI INTERNATIONAL INC More: the full row for TFI INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,302 shares; 2024Q4: 6,302 shares; 2025Q1: 6,302 shares; 2025Q2: 6,302 shares; 2025Q3: 6,302 shares; 2025Q4: 6,302 shares 6,302 $651K 0.21% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,074 shares; 2024Q4: 3,074 shares; 2025Q1: 3,379 shares; 2025Q2: 3,379 shares; 2025Q3: 3,379 shares; 2025Q4: 3,379 shares 3,379 $620K 0.2% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,389 shares; 2024Q4: 9,371 shares; 2025Q1: 9,373 shares; 2025Q2: 9,428 shares; 2025Q3: 9,346 shares; 2025Q4: 9,130 shares 9,130 $614K 0.2% -216 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,294 shares; 2024Q4: 3,294 shares; 2025Q1: 3,294 shares; 2025Q2: 3,294 shares; 2025Q3: 3,294 shares; 2025Q4: 3,294 shares 3,294 $578K 0.18% 0 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,672 shares; 2024Q4: 2,683 shares; 2025Q1: 2,687 shares; 2025Q2: 2,691 shares; 2025Q3: 2,691 shares; 2025Q4: 2,697 shares 2,697 $559K 0.18% +6 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: 9,109 shares; 2024Q4: 9,319 shares; 2025Q1: 9,424 shares; 2025Q2: 9,656 shares; 2025Q3: 9,764 shares; 2025Q4: 9,964 shares 9,964 $549K 0.18% +200 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 665 shares; 2024Q4: 665 shares; 2025Q1: 834 shares; 2025Q2: 1,738 shares; 2025Q3: 1,738 shares; 2025Q4: 1,738 shares 1,738 $510K 0.16% 0 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,589 shares; 2024Q4: 2,530 shares; 2025Q1: 2,464 shares; 2025Q2: 1,988 shares; 2025Q3: 1,933 shares; 2025Q4: 1,832 shares 1,832 $475K 0.15% -101 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,537 shares; 2024Q4: 4,484 shares; 2025Q1: 4,320 shares; 2025Q2: 2,515 shares; 2025Q3: 2,515 shares; 2025Q4: 2,470 shares 2,470 $458K 0.15% -45 Timeline PBA PEMBINA PIPELINE CORP More: the full row for PEMBINA PIPELINE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,001 shares; 2024Q4: 11,134 shares; 2025Q1: 10,979 shares; 2025Q2: 11,022 shares; 2025Q3: 11,071 shares; 2025Q4: 11,041 shares 11,041 $421K 0.13% -30 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: 835 shares; 2024Q4: 835 shares; 2025Q1: 592 shares; 2025Q2: 578 shares; 2025Q3: 578 shares; 2025Q4: 578 shares 578 $382K 0.12% 0 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,128 shares; 2024Q4: 4,135 shares; 2025Q1: 4,135 shares; 2025Q2: 4,135 shares; 2025Q3: 4,135 shares; 2025Q4: 4,142 shares 4,142 $379K 0.12% +7 Timeline ILF 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: 13,048 shares; 2024Q4: 13,049 shares; 2025Q1: 11,969 shares; 2025Q2: 11,946 shares; 2025Q3: 11,741 shares; 2025Q4: 12,154 shares 12,154 $370K 0.12% +413 Timeline CVE CENOVUS ENERGY INC More: the full row for CENOVUS ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,164 shares; 2024Q4: 19,308 shares; 2025Q1: 19,457 shares; 2025Q2: 19,621 shares; 2025Q3: 19,820 shares; 2025Q4: 19,975 shares 19,975 $338K 0.11% +155 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: 1,856 shares; 2024Q4: 1,856 shares; 2025Q1: 1,856 shares; 2025Q2: 1,856 shares; 2025Q3: 1,856 shares; 2025Q4: 1,856 shares 1,856 $329K 0.11% 0 Timeline STN STANTEC INC More: the full row for STANTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,407 shares; 2024Q4: 3,407 shares; 2025Q1: 3,407 shares; 2025Q2: 3,407 shares; 2025Q3: 3,407 shares; 2025Q4: 3,407 shares 3,407 $322K 0.1% 0 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: 945 shares; 2024Q4: 945 shares; 2025Q1: 945 shares; 2025Q2: 945 shares; 2025Q3: 945 shares; 2025Q4: 945 shares 945 $309K 0.1% 0 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: 3,464 shares; 2024Q4: 3,489 shares; 2025Q1: 3,527 shares; 2025Q2: 3,332 shares; 2025Q3: 3,359 shares; 2025Q4: 3,385 shares 3,385 $299K 0.1% +26 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,819 shares; 2024Q4: 1,820 shares; 2025Q1: 1,759 shares; 2025Q2: 1,760 shares; 2025Q3: 1,760 shares; 2025Q4: 1,759 shares 1,759 $282K 0.09% -1 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: 325 shares; 2024Q4: 325 shares; 2025Q1: 325 shares; 2025Q2: 325 shares; 2025Q3: 325 shares; 2025Q4: 325 shares 325 $280K 0.09% 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: 1,422 shares; 2024Q4: 1,422 shares; 2025Q1: 1,422 shares; 2025Q2: 1,422 shares; 2025Q3: 1,422 shares; 2025Q4: 1,422 shares 1,422 $275K 0.09% 0 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,725 shares; 2024Q4: 3,725 shares; 2025Q1: 3,725 shares; 2025Q2: 3,725 shares; 2025Q3: 3,725 shares; 2025Q4: 3,725 shares 3,725 $246K 0.08% 0 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: 861 shares; 2024Q4: 848 shares; 2025Q1: 851 shares; 2025Q2: 854 shares; 2025Q3: 833 shares; 2025Q4: 778 shares 778 $238K 0.08% -55 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: 744 shares; 2024Q4: 744 shares; 2025Q1: 744 shares; 2025Q2: 744 shares; 2025Q3: 744 shares; 2025Q4: 744 shares 744 $233K 0.07% 0 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,963 shares; 2024Q4: 1,963 shares; 2025Q1: 1,967 shares; 2025Q2: 1,974 shares; 2025Q3: 1,977 shares; 2025Q4: 1,980 shares 1,980 $233K 0.07% +3 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,196 shares; 2024Q4: 1,196 shares; 2025Q1: 1,147 shares; 2025Q2: 1,147 shares; 2025Q3: 1,147 shares; 2025Q4: 1,147 shares 1,147 $223K 0.07% 0 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: 495 shares; 2024Q4: 495 shares; 2025Q1: 495 shares; 2025Q2: 495 shares; 2025Q3: 495 shares; 2025Q4: 495 shares 495 $211K 0.07% 0 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 313 shares; 2024Q4: 333 shares; 2025Q1: 1,321 shares; 2025Q2: 1,321 shares; 2025Q3: 1,282 shares; 2025Q4: 1,282 shares 1,282 $198K 0.06% 0 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,557 shares; 2024Q4: 1,570 shares; 2025Q1: 1,583 shares; 2025Q2: 1,597 shares; 2025Q3: 1,610 shares; 2025Q4: 1,624 shares 1,624 $195K 0.06% +14 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,258 shares; 2024Q4: 1,258 shares; 2025Q1: 1,258 shares; 2025Q2: 1,258 shares; 2025Q3: 1,258 shares; 2025Q4: 1,258 shares 1,258 $178K 0.06% 0 Timeline WFG WEST FRASER TIMBER CO LTD More: the full row for WEST FRASER TIMBER CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,690 shares; 2024Q4: 2,690 shares; 2025Q1: 2,690 shares; 2025Q2: 2,690 shares; 2025Q3: 2,690 shares; 2025Q4: 2,690 shares 2,690 $165K 0.05% 0 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 234 shares; 2024Q4: 222 shares; 2025Q1: 222 shares; 2025Q2: 222 shares; 2025Q3: 222 shares; 2025Q4: 212 shares 212 $162K 0.05% -10 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: 555 shares; 2024Q4: 555 shares; 2025Q1: 931 shares; 2025Q2: 906 shares; 2025Q3: 906 shares; 2025Q4: 906 shares 906 $157K 0.05% 0 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: 276 shares; 2024Q4: 276 shares; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 450 shares 450 $155K 0.05% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,960 shares; 2024Q4: 1,960 shares; 2025Q1: 1,960 shares; 2025Q2: 1,960 shares; 2025Q3: 1,960 shares; 2025Q4: 1,960 shares 1,960 $155K 0.05% 0 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,807 shares; 2024Q4: 1,807 shares; 2025Q1: 1,807 shares; 2025Q2: 1,807 shares; 2025Q3: 1,807 shares; 2025Q4: 1,807 shares 1,807 $154K 0.05% 0 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: 2,328 shares; 2024Q4: 2,328 shares; 2025Q1: 2,328 shares; 2025Q2: 2,328 shares; 2025Q3: 2,328 shares; 2025Q4: 2,328 shares 2,328 $150K 0.05% 0 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,338 shares; 2025Q3: 14,409 shares; 2025Q4: 3,130 shares 3,130 $136K 0.04% -11,279 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,864 shares; 2025Q2: 2,723 shares; 2025Q3: 2,723 shares; 2025Q4: 2,723 shares 2,723 $135K 0.04% 0 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: 233 shares; 2024Q4: 233 shares; 2025Q1: 233 shares; 2025Q2: 233 shares; 2025Q3: 233 shares; 2025Q4: 233 shares 233 $135K 0.04% 0 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: 1,159 shares; 2024Q4: 1,159 shares; 2025Q1: 1,159 shares; 2025Q2: 850 shares; 2025Q3: 850 shares; 2025Q4: 850 shares 850 $131K 0.04% 0 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: 904 shares; 2024Q4: 906 shares; 2025Q1: 908 shares; 2025Q2: 910 shares; 2025Q3: 912 shares; 2025Q4: 914 shares 914 $131K 0.04% +2 Timeline TECK TECK RESOURCES LTD More: the full row for TECK RESOURCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,603 shares; 2024Q4: 2,610 shares; 2025Q1: 2,611 shares; 2025Q2: 2,612 shares; 2025Q3: 2,613 shares; 2025Q4: 2,614 shares 2,614 $125K 0.04% +1 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 199 shares; 2024Q4: 199 shares; 2025Q1: 199 shares; 2025Q2: 199 shares; 2025Q3: 199 shares; 2025Q4: 199 shares 199 $125K 0.04% 0 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: 586 shares; 2024Q4: 586 shares; 2025Q1: 586 shares; 2025Q2: 586 shares; 2025Q3: 586 shares; 2025Q4: 586 shares 586 $122K 0.04% 0 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,347 shares; 2024Q4: 5,347 shares; 2025Q1: 5,347 shares; 2025Q2: 3,447 shares; 2025Q3: 3,447 shares; 2025Q4: 3,301 shares 3,301 $121K 0.04% -146 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: 750 shares; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 750 shares 750 $120K 0.04% 0 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,666 shares; 2024Q4: 1,767 shares; 2025Q1: 1,673 shares; 2025Q2: 1,785 shares; 2025Q3: 1,803 shares; 2025Q4: 1,867 shares 1,867 $115K 0.04% +64 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: 1,091 shares; 2024Q4: 1,091 shares; 2025Q1: 1,091 shares; 2025Q2: 1,091 shares; 2025Q3: 1,091 shares; 2025Q4: 1,091 shares 1,091 $109K 0.03% 0 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,692 shares; 2024Q4: 7,692 shares; 2025Q1: 7,481 shares; 2025Q2: 2,692 shares; 2025Q3: 2,692 shares; 2025Q4: 2,606 shares 2,606 $103K 0.03% -86 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: 406 shares; 2024Q4: 408 shares; 2025Q1: 653 shares; 2025Q2: 657 shares; 2025Q3: 662 shares; 2025Q4: 667 shares 667 $95.7K 0.03% +5 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,050 shares; 2024Q4: 1,050 shares; 2025Q1: 1,050 shares; 2025Q2: 1,050 shares; 2025Q3: 1,050 shares; 2025Q4: 1,050 shares 1,050 $85.4K 0.03% 0 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,382 shares; 2024Q4: 1,382 shares; 2025Q1: 1,382 shares; 2025Q2: 1,382 shares; 2025Q3: 1,382 shares; 2025Q4: 1,382 shares 1,382 $81.7K 0.03% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130 shares; 2024Q4: 130 shares; 2025Q1: 346 shares; 2025Q2: 346 shares; 2025Q3: 346 shares; 2025Q4: 346 shares 346 $75.1K 0.02% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,248 shares; 2024Q4: 6,248 shares; 2025Q1: 6,005 shares; 2025Q2: 475 shares; 2025Q3: 475 shares; 2025Q4: 475 shares 475 $73.7K 0.02% 0 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,127 shares; 2024Q4: 4,127 shares; 2025Q1: 3,953 shares; 2025Q2: 101 shares; 2025Q3: 101 shares; 2025Q4: 101 shares 101 $62K 0.02% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182 shares; 2024Q4: 182 shares; 2025Q1: 769 shares; 2025Q2: 773 shares; 2025Q3: 777 shares; 2025Q4: 785 shares 785 $54.9K 0.02% +8 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,104 shares 1,104 $53.6K 0.02% new Timeline LXP LXP INDUSTRIAL TRUST More: the full row for LXP INDUSTRIAL TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,065 shares 1,065 $52.8K 0.02% new Timeline MGA MAGNA INTL INC More: the full row for MAGNA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,018 shares; 2024Q4: 1,026 shares; 2025Q1: 1,241 shares; 2025Q2: 973 shares; 2025Q3: 981 shares; 2025Q4: 989 shares 989 $52.7K 0.02% +8 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: 330 shares; 2024Q4: 330 shares; 2025Q1: 330 shares; 2025Q2: 330 shares; 2025Q3: 330 shares; 2025Q4: 330 shares 330 $50.3K 0.02% 0 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175 shares; 2024Q4: 175 shares; 2025Q1: 1,175 shares; 2025Q2: 175 shares; 2025Q3: 175 shares; 2025Q4: 350 shares 350 $41.8K 0.01% +175 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: 437 shares; 2024Q4: 437 shares; 2025Q1: 437 shares; 2025Q2: 437 shares; 2025Q3: 437 shares; 2025Q4: 437 shares 437 $40.9K 0.01% 0 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 336 shares; 2024Q4: 336 shares; 2025Q1: 336 shares; 2025Q2: 336 shares; 2025Q3: 336 shares; 2025Q4: 305 shares 305 $40.3K 0.01% -31 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: 98 shares; 2024Q4: 98 shares; 2025Q1: 98 shares; 2025Q2: 98 shares; 2025Q3: 98 shares; 2025Q4: 98 shares 98 $38.8K 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: 308 shares; 2024Q4: 308 shares; 2025Q1: 308 shares; 2025Q2: 308 shares; 2025Q3: 308 shares; 2025Q4: 308 shares 308 $35K 0.01% 0 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: 280 shares; 2024Q4: 280 shares; 2025Q1: 280 shares; 2025Q2: 280 shares; 2025Q3: 280 shares; 2025Q4: 280 shares 280 $34.4K 0.01% 0 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: 125 shares; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 125 shares 125 $34.1K 0.01% 0 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: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares 100 $30.8K 0.01% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 996 shares; 2024Q4: 996 shares; 2025Q1: 996 shares; 2025Q2: 996 shares; 2025Q3: 996 shares; 2025Q4: 996 shares 996 $29.8K 0.01% 0 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 378 shares; 2024Q4: 378 shares; 2025Q1: 378 shares; 2025Q2: 178 shares; 2025Q3: 178 shares; 2025Q4: 157 shares 157 $28.5K 0.01% -21 Timeline EMA EMERA INC More: the full row for EMERA 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: 575 shares; 2025Q3: 575 shares; 2025Q4: 575 shares 575 $28.3K 0.01% 0 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: 450 shares; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 450 shares 450 $24K 0.01% 0 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: 131 shares; 2024Q4: 131 shares; 2025Q1: 131 shares; 2025Q2: 131 shares; 2025Q3: 131 shares; 2025Q4: 131 shares 131 $23K 0.01% 0 Timeline BIPC BROOKFIELD INFRASTRUCTURE CO More: the full row for BROOKFIELD INFRASTRUCTURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 258 shares; 2025Q1: 258 shares; 2025Q2: 294 shares; 2025Q3: 322 shares; 2025Q4: 441 shares 441 $20K 0.01% +119 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: 59 shares; 2024Q4: 59 shares; 2025Q1: 59 shares; 2025Q2: 59 shares; 2025Q3: 59 shares; 2025Q4: 59 shares 59 $18.8K 0.01% 0 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: 113 shares; 2024Q4: 113 shares; 2025Q1: 113 shares; 2025Q2: 113 shares; 2025Q3: 113 shares; 2025Q4: 113 shares 113 $17.4K 0.01% 0 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares 250 $17K 0.01% 0 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 321 shares; 2024Q4: 334 shares; 2025Q1: 202 shares; 2025Q2: 202 shares; 2025Q3: 202 shares; 2025Q4: 202 shares 202 $16.1K 0.01% 0 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 200 shares 200 $13.1K <0.01% new Timeline UDR UDR INC More: the full row for UDR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 445 shares; 2024Q4: 445 shares; 2025Q1: 445 shares; 2025Q2: 445 shares; 2025Q3: 445 shares; 2025Q4: 349 shares 349 $12.8K <0.01% -96 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 252 shares; 2024Q4: 252 shares; 2025Q1: 252 shares; 2025Q2: 252 shares; 2025Q3: 252 shares; 2025Q4: 197 shares 197 $12.4K <0.01% -55 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: 33 shares; 2024Q4: 33 shares; 2025Q1: 33 shares; 2025Q2: 33 shares; 2025Q3: 33 shares; 2025Q4: 33 shares 33 $12.2K <0.01% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares 100 $11.6K <0.01% 0 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: 82 shares; 2024Q4: 82 shares; 2025Q1: 82 shares; 2025Q2: 82 shares; 2025Q3: 82 shares; 2025Q4: 82 shares 82 $10.5K <0.01% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 232 shares; 2024Q4: 234 shares; 2025Q1: 234 shares; 2025Q2: 238 shares; 2025Q3: 240 shares; 2025Q4: 242 shares 242 $8.4K <0.01% +2 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45 shares; 2024Q4: 45 shares; 2025Q1: 45 shares; 2025Q2: 45 shares; 2025Q3: 45 shares; 2025Q4: 45 shares 45 $8.33K <0.01% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31 shares; 2024Q4: 31 shares; 2025Q1: 31 shares; 2025Q2: 31 shares; 2025Q3: 31 shares; 2025Q4: 31 shares 31 $8.21K <0.01% 0 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: 15 shares; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 15 shares 15 $7.66K <0.01% 0 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: 75 shares; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 75 shares 75 $7.15K <0.01% 0 Timeline VET VERMILION ENERGY INC More: the full row for VERMILION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 500 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares 800 $6.66K <0.01% 0 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84 shares; 2024Q4: 84 shares; 2025Q1: 84 shares; 2025Q2: 84 shares; 2025Q3: 84 shares; 2025Q4: 84 shares 84 $6.53K <0.01% 0 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: 17 shares; 2024Q4: 17 shares; 2025Q1: 17 shares; 2025Q2: 17 shares; 2025Q3: 17 shares; 2025Q4: 17 shares 17 $5.95K <0.01% 0 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: 24 shares; 2024Q4: 24 shares; 2025Q1: 24 shares; 2025Q2: 24 shares; 2025Q3: 24 shares; 2025Q4: 24 shares 24 $5.91K <0.01% 0 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares 50 $5.89K <0.01% 0 Timeline XLRE 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: 145 shares; 2024Q4: 145 shares; 2025Q1: 145 shares; 2025Q2: 145 shares; 2025Q3: 145 shares; 2025Q4: 145 shares 145 $5.85K <0.01% 0 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54 shares; 2024Q4: 55 shares; 2025Q1: 57 shares; 2025Q2: 58 shares; 2025Q3: 58 shares; 2025Q4: 58 shares 58 $5.82K <0.01% 0 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares 100 $5.09K <0.01% 0 Timeline SOBO SOUTH BOW CORP More: the full row for SOUTH BOW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 218 shares; 2025Q1: 218 shares; 2025Q2: 217 shares; 2025Q3: 217 shares; 2025Q4: 176 shares 176 $4.84K <0.01% -41 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: 25 shares; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares 25 $4.28K <0.01% 0 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48 shares; 2024Q4: 48 shares; 2025Q1: 46 shares; 2025Q2: 46 shares; 2025Q3: 46 shares; 2025Q4: 46 shares 46 $3.97K <0.01% 0 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146 shares; 2024Q4: 146 shares; 2025Q1: 146 shares; 2025Q2: 146 shares; 2025Q3: 146 shares; 2025Q4: 146 shares 146 $3.52K <0.01% 0 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49 shares; 2024Q4: 49 shares; 2025Q1: 49 shares; 2025Q2: 49 shares; 2025Q3: 49 shares; 2025Q4: 49 shares 49 $3.34K <0.01% 0 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: 25 shares; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares 25 $3.32K <0.01% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 4 shares 4 $3.28K <0.01% 0 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24 shares; 2024Q4: 24 shares; 2025Q1: 24 shares; 2025Q2: 24 shares; 2025Q3: 24 shares; 2025Q4: 24 shares 24 $3.12K <0.01% 0 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137 shares; 2024Q4: 126 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 20 shares 20 $2.82K <0.01% 0 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares 10 $2.28K <0.01% 0 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: 20 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 20 shares 20 $1.84K <0.01% 0 Timeline GIB CGI INC More: the full row for CGI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16 shares; 2024Q4: 16 shares; 2025Q1: 16 shares; 2025Q2: 16 shares; 2025Q3: 16 shares; 2025Q4: 16 shares 16 $1.48K <0.01% 0 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: 30 shares; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 30 shares; 2025Q4: 30 shares 30 $1.45K <0.01% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares 10 $1.38K <0.01% 0 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21 shares 21 $1.37K <0.01% new Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 33 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares 5 $1.1K <0.01% 0 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: 13 shares; 2024Q4: 13 shares; 2025Q1: 133 shares; 2025Q2: 13 shares; 2025Q3: 13 shares; 2025Q4: 13 shares 13 $1.04K <0.01% 0 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 12 shares 12 $960 <0.01% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18 shares; 2024Q4: 18 shares; 2025Q1: 18 shares; 2025Q2: 18 shares; 2025Q3: 18 shares; 2025Q4: 18 shares 18 $914 <0.01% 0 Timeline SMH 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: 4 shares; 2024Q4: 4 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares 2 $720 <0.01% 0 Timeline VIS 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: 4 shares; 2024Q4: 4 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares 2 $598 <0.01% 0 Timeline VNQI 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: 40 shares; 2024Q4: 43 shares; 2025Q1: 8 shares; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 8 shares 8 $367 <0.01% 0 Timeline