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: 185,967 shares; 2024Q4: 180,794 shares; 2025Q1: 178,242 shares; 2025Q2: 176,394 shares; 2025Q3: 173,540 shares; 2025Q4: 174,226 shares 174,226 $47.4M 5.12% +686 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: 83,259 shares; 2024Q4: 82,379 shares; 2025Q1: 80,315 shares; 2025Q2: 78,385 shares; 2025Q3: 77,795 shares; 2025Q4: 81,129 shares 81,129 $39.2M 4.25% +3,334 Timeline OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 439,950 shares; 2024Q4: 437,688 shares; 2025Q1: 432,668 shares; 2025Q2: 269,628 shares; 2025Q3: 269,275 shares; 2025Q4: 218,285 shares 218,285 $25.5M 2.76% -50,990 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: 18,750 shares; 2024Q4: 19,335 shares; 2025Q1: 20,466 shares; 2025Q2: 21,191 shares; 2025Q3: 21,045 shares; 2025Q4: 21,786 shares 21,786 $23.3M 2.52% +741 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: 150,898 shares; 2024Q4: 148,546 shares; 2025Q1: 146,439 shares; 2025Q2: 145,504 shares; 2025Q3: 145,227 shares; 2025Q4: 146,386 shares 146,386 $22.5M 2.43% +1,159 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: 67,505 shares; 2024Q4: 64,638 shares; 2025Q1: 64,113 shares; 2025Q2: 66,796 shares; 2025Q3: 65,939 shares; 2025Q4: 65,664 shares 65,664 $21.2M 2.29% -275 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: 248,652 shares; 2024Q4: 247,435 shares; 2025Q1: 223,106 shares; 2025Q2: 219,251 shares; 2025Q3: 219,251 shares; 2025Q4: 219,632 shares 219,632 $20.5M 2.21% +381 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: 325,618 shares; 2024Q4: 343,197 shares; 2025Q1: 338,394 shares; 2025Q2: 339,304 shares; 2025Q3: 340,846 shares; 2025Q4: 344,526 shares 344,526 $18.9M 2.05% +3,680 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: 30,321 shares; 2024Q4: 29,745 shares; 2025Q1: 49,846 shares; 2025Q2: 51,551 shares; 2025Q3: 58,731 shares; 2025Q4: 60,261 shares 60,261 $18.9M 2.04% +1,530 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: 80,582 shares; 2024Q4: 81,656 shares; 2025Q1: 81,546 shares; 2025Q2: 80,135 shares; 2025Q3: 80,195 shares; 2025Q4: 80,929 shares 80,929 $18.5M 2% +734 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: 74,099 shares; 2024Q4: 70,456 shares; 2025Q1: 70,627 shares; 2025Q2: 68,680 shares; 2025Q3: 68,058 shares; 2025Q4: 75,924 shares 75,924 $17.5M 1.9% +7,866 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: 54,415 shares; 2024Q4: 52,886 shares; 2025Q1: 51,191 shares; 2025Q2: 50,570 shares; 2025Q3: 50,489 shares; 2025Q4: 49,885 shares 49,885 $17.5M 1.89% -604 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: 20,966 shares; 2024Q4: 20,864 shares; 2025Q1: 19,867 shares; 2025Q2: 20,417 shares; 2025Q3: 18,516 shares; 2025Q4: 18,427 shares 18,427 $16.2M 1.75% -89 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: 159,920 shares; 2024Q4: 160,303 shares; 2025Q1: 153,553 shares; 2025Q2: 151,360 shares; 2025Q3: 143,636 shares; 2025Q4: 144,607 shares 144,607 $16.1M 1.74% +971 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: 87,382 shares; 2024Q4: 83,129 shares; 2025Q1: 81,449 shares; 2025Q2: 80,133 shares; 2025Q3: 78,874 shares; 2025Q4: 77,771 shares 77,771 $16.1M 1.74% -1,103 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: 51,285 shares; 2024Q4: 50,926 shares; 2025Q1: 43,110 shares; 2025Q2: 42,365 shares; 2025Q3: 41,952 shares; 2025Q4: 41,873 shares 41,873 $15.5M 1.68% -79 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: 42,755 shares; 2024Q4: 40,786 shares; 2025Q1: 40,778 shares; 2025Q2: 40,228 shares; 2025Q3: 40,563 shares; 2025Q4: 42,681 shares 42,681 $14.7M 1.59% +2,118 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: 96,648 shares; 2024Q4: 83,649 shares; 2025Q1: 83,786 shares; 2025Q2: 82,403 shares; 2025Q3: 80,905 shares; 2025Q4: 76,061 shares 76,061 $14.2M 1.53% -4,844 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: 80,384 shares; 2024Q4: 80,642 shares; 2025Q1: 79,420 shares; 2025Q2: 77,368 shares; 2025Q3: 77,688 shares; 2025Q4: 75,165 shares 75,165 $13.8M 1.49% -2,523 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: 70,289 shares; 2024Q4: 70,133 shares; 2025Q1: 69,692 shares; 2025Q2: 69,241 shares; 2025Q3: 69,336 shares; 2025Q4: 80,386 shares 80,386 $13.8M 1.49% +11,050 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: 66,864 shares; 2024Q4: 66,421 shares; 2025Q1: 65,999 shares; 2025Q2: 82,360 shares; 2025Q3: 82,691 shares; 2025Q4: 87,759 shares 87,759 $13.5M 1.46% +5,068 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: 39,870 shares; 2024Q4: 39,760 shares; 2025Q1: 39,575 shares; 2025Q2: 33,468 shares; 2025Q3: 33,229 shares; 2025Q4: 38,737 shares 38,737 $12.2M 1.32% +5,508 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: 50,677 shares; 2024Q4: 50,588 shares; 2025Q1: 50,680 shares; 2025Q2: 49,889 shares; 2025Q3: 49,912 shares; 2025Q4: 52,693 shares 52,693 $12.1M 1.31% +2,781 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: 110,811 shares; 2024Q4: 107,943 shares; 2025Q1: 108,366 shares; 2025Q2: 107,021 shares; 2025Q3: 106,449 shares; 2025Q4: 113,106 shares 113,106 $11.9M 1.29% +6,657 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,888 shares; 2024Q4: 17,098 shares; 2025Q1: 17,129 shares; 2025Q2: 20,644 shares; 2025Q3: 20,657 shares; 2025Q4: 20,478 shares 20,478 $11.7M 1.27% -179 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: 72,959 shares; 2024Q4: 72,475 shares; 2025Q1: 71,888 shares; 2025Q2: 71,260 shares; 2025Q3: 70,798 shares; 2025Q4: 71,311 shares 71,311 $10.9M 1.18% +513 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,130 shares; 2024Q4: 49,205 shares; 2025Q1: 53,275 shares; 2025Q2: 53,251 shares; 2025Q3: 53,477 shares; 2025Q4: 54,209 shares 54,209 $10.6M 1.15% +732 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: 160,177 shares; 2024Q4: 157,411 shares; 2025Q1: 153,536 shares; 2025Q2: 150,441 shares; 2025Q3: 148,560 shares; 2025Q4: 147,422 shares 147,422 $10.3M 1.12% -1,138 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,121 shares; 2024Q4: 116,296 shares; 2025Q1: 114,795 shares; 2025Q2: 114,223 shares; 2025Q3: 113,634 shares; 2025Q4: 119,703 shares 119,703 $10.1M 1.09% +6,069 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: 55,382 shares; 2024Q4: 56,669 shares; 2025Q1: 56,094 shares; 2025Q2: 55,750 shares; 2025Q3: 50,493 shares; 2025Q4: 50,760 shares 50,760 $9.89M 1.07% +267 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13 shares; 2024Q4: 13 shares; 2025Q1: 13 shares; 2025Q2: 13 shares; 2025Q3: 13 shares; 2025Q4: 13 shares 13 $9.81M 1.06% 0 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: 49,628 shares; 2024Q4: 49,247 shares; 2025Q1: 48,907 shares; 2025Q2: 48,344 shares; 2025Q3: 48,174 shares; 2025Q4: 49,852 shares 49,852 $9.73M 1.05% +1,678 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: 81,389 shares; 2024Q4: 81,326 shares; 2025Q1: 80,569 shares; 2025Q2: 80,409 shares; 2025Q3: 79,310 shares; 2025Q4: 78,416 shares 78,416 $9.44M 1.02% -894 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: 16,237 shares; 2024Q4: 16,350 shares; 2025Q1: 15,963 shares; 2025Q2: 15,948 shares; 2025Q3: 15,668 shares; 2025Q4: 15,327 shares 15,327 $9.42M 1.02% -341 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: 88,291 shares; 2024Q4: 88,233 shares; 2025Q1: 86,636 shares; 2025Q2: 85,759 shares; 2025Q3: 85,959 shares; 2025Q4: 82,116 shares 82,116 $9.34M 1.01% -3,843 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,579 shares; 2024Q4: 28,744 shares; 2025Q1: 28,694 shares; 2025Q2: 29,492 shares; 2025Q3: 33,793 shares; 2025Q4: 34,459 shares 34,459 $9.25M 1% +666 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,972 shares; 2024Q4: 40,037 shares; 2025Q1: 39,917 shares; 2025Q2: 39,267 shares; 2025Q3: 34,892 shares; 2025Q4: 34,945 shares 34,945 $8.63M 0.93% +53 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: 17,293 shares; 2024Q4: 16,662 shares; 2025Q1: 18,677 shares; 2025Q2: 18,396 shares; 2025Q3: 18,397 shares; 2025Q4: 23,837 shares 23,837 $8.25M 0.89% +5,440 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: 8,560 shares; 2024Q4: 8,960 shares; 2025Q1: 34,080 shares; 2025Q2: 43,381 shares; 2025Q3: 49,267 shares; 2025Q4: 50,792 shares 50,792 $8.13M 0.88% +1,525 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: 8,506 shares; 2024Q4: 8,418 shares; 2025Q1: 8,445 shares; 2025Q2: 8,187 shares; 2025Q3: 8,135 shares; 2025Q4: 8,703 shares 8,703 $7.5M 0.81% +568 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: 11,034 shares; 2024Q4: 11,009 shares; 2025Q1: 11,198 shares; 2025Q2: 10,896 shares; 2025Q3: 10,886 shares; 2025Q4: 14,859 shares 14,859 $7.47M 0.81% +3,973 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: 65,035 shares; 2024Q4: 64,937 shares; 2025Q1: 59,940 shares; 2025Q2: 58,913 shares; 2025Q3: 59,389 shares; 2025Q4: 59,419 shares 59,419 $7.44M 0.81% +30 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,065 shares; 2024Q4: 9,105 shares; 2025Q1: 10,424 shares; 2025Q2: 10,425 shares; 2025Q3: 10,312 shares; 2025Q4: 10,207 shares 10,207 $6.67M 0.72% -105 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: 26,461 shares; 2024Q4: 17,732 shares; 2025Q1: 31,338 shares; 2025Q2: 53,673 shares; 2025Q3: 53,432 shares; 2025Q4: 53,424 shares 53,424 $6.23M 0.67% -8 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: 23,899 shares; 2024Q4: 23,899 shares; 2025Q1: 23,899 shares; 2025Q2: 23,096 shares; 2025Q3: 23,156 shares; 2025Q4: 24,769 shares 24,769 $6.1M 0.66% +1,613 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: 7,588 shares; 2024Q4: 7,423 shares; 2025Q1: 7,353 shares; 2025Q2: 7,242 shares; 2025Q3: 7,263 shares; 2025Q4: 8,994 shares 8,994 $5.94M 0.64% +1,731 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,038 shares; 2024Q4: 33,854 shares; 2025Q1: 32,898 shares; 2025Q2: 32,899 shares; 2025Q3: 32,379 shares; 2025Q4: 31,544 shares 31,544 $5.82M 0.63% -835 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: 23,570 shares; 2024Q4: 36,257 shares; 2025Q1: 49,242 shares; 2025Q2: 52,817 shares; 2025Q3: 53,911 shares; 2025Q4: 68,149 shares 68,149 $5.57M 0.6% +14,238 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,939 shares; 2024Q4: 73,316 shares; 2025Q1: 90,122 shares; 2025Q2: 111,703 shares; 2025Q3: 117,178 shares; 2025Q4: 116,844 shares 116,844 $5.49M 0.59% -334 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: 20,372 shares; 2024Q4: 17,940 shares; 2025Q1: 17,695 shares; 2025Q2: 17,516 shares; 2025Q3: 17,414 shares; 2025Q4: 17,404 shares 17,404 $5.36M 0.58% -10 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,497 shares; 2024Q4: 63,254 shares; 2025Q1: 69,606 shares; 2025Q2: 67,473 shares; 2025Q3: 68,307 shares; 2025Q4: 52,895 shares 52,895 $5.17M 0.56% -15,412 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,791 shares; 2024Q4: 110,802 shares; 2025Q1: 106,480 shares; 2025Q2: 106,299 shares; 2025Q3: 104,976 shares; 2025Q4: 104,988 shares 104,988 $5.17M 0.56% +12 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,364 shares; 2024Q4: 11,230 shares; 2025Q1: 11,205 shares; 2025Q2: 8,089 shares; 2025Q3: 8,134 shares; 2025Q4: 8,361 shares 8,361 $5.06M 0.55% +227 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,074 shares; 2024Q4: 19,994 shares; 2025Q1: 19,985 shares; 2025Q2: 19,908 shares; 2025Q3: 20,066 shares; 2025Q4: 21,347 shares 21,347 $4.76M 0.52% +1,281 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: 37,748 shares; 2024Q4: 36,618 shares; 2025Q1: 35,747 shares; 2025Q2: 34,824 shares; 2025Q3: 33,835 shares; 2025Q4: 33,027 shares 33,027 $4.73M 0.51% -808 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: 23,343 shares; 2024Q4: 24,018 shares; 2025Q1: 24,413 shares; 2025Q2: 24,623 shares; 2025Q3: 25,192 shares; 2025Q4: 26,537 shares 26,537 $4.71M 0.51% +1,345 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,197 shares; 2024Q4: 61,150 shares; 2025Q1: 61,178 shares; 2025Q2: 60,058 shares; 2025Q3: 60,081 shares; 2025Q4: 57,042 shares 57,042 $4.19M 0.45% -3,039 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: 42,396 shares; 2024Q4: 42,573 shares; 2025Q1: 42,507 shares; 2025Q2: 42,437 shares; 2025Q3: 42,367 shares; 2025Q4: 43,668 shares 43,668 $4.09M 0.44% +1,301 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: 34,383 shares; 2024Q4: 33,432 shares; 2025Q1: 33,112 shares; 2025Q2: 32,908 shares; 2025Q3: 31,372 shares; 2025Q4: 32,132 shares 32,132 $4.04M 0.44% +760 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: 111,200 shares; 2024Q4: 95,378 shares; 2025Q1: 89,766 shares; 2025Q2: 84,583 shares; 2025Q3: 84,220 shares; 2025Q4: 82,570 shares 82,570 $3.95M 0.43% -1,650 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: 11,325 shares; 2024Q4: 11,621 shares; 2025Q1: 15,021 shares; 2025Q2: 15,150 shares; 2025Q3: 15,541 shares; 2025Q4: 16,514 shares 16,514 $3.82M 0.41% +973 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,296 shares; 2024Q4: 9,290 shares; 2025Q1: 8,990 shares; 2025Q2: 8,972 shares; 2025Q3: 8,963 shares; 2025Q4: 11,668 shares 11,668 $3.78M 0.41% +2,705 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: 79,051 shares; 2024Q4: 79,614 shares; 2025Q1: 72,173 shares; 2025Q2: 71,867 shares; 2025Q3: 67,226 shares; 2025Q4: 68,448 shares 68,448 $3.69M 0.4% +1,222 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,710 shares; 2024Q4: 10,630 shares; 2025Q1: 10,630 shares; 2025Q2: 10,615 shares; 2025Q3: 10,615 shares; 2025Q4: 10,615 shares 10,615 $3.66M 0.4% 0 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,218 shares; 2024Q4: 53,218 shares; 2025Q1: 53,218 shares; 2025Q2: 51,725 shares; 2025Q3: 51,725 shares; 2025Q4: 51,725 shares 51,725 $3.63M 0.39% 0 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: 83,253 shares; 2024Q4: 77,879 shares; 2025Q1: 81,705 shares; 2025Q2: 82,345 shares; 2025Q3: 83,995 shares; 2025Q4: 85,787 shares 85,787 $3.49M 0.38% +1,792 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: 94,607 shares; 2024Q4: 82,118 shares; 2025Q1: 108,666 shares; 2025Q2: 128,800 shares; 2025Q3: 143,084 shares; 2025Q4: 139,166 shares 139,166 $3.47M 0.37% -3,918 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,189 shares; 2025Q1: 1,189 shares; 2025Q2: 2,687 shares; 2025Q3: 3,857 shares; 2025Q4: 4,590 shares 4,590 $3.46M 0.37% +733 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,633 shares; 2025Q3: 14,697 shares; 2025Q4: 14,175 shares 14,175 $3.44M 0.37% -522 Timeline SMMT SUMMIT THERAPEUTICS INC More: the full row for SUMMIT THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,760 shares; 2024Q4: 110,660 shares; 2025Q1: 117,210 shares; 2025Q2: 119,382 shares; 2025Q3: 140,282 shares; 2025Q4: 195,547 shares 195,547 $3.42M 0.37% +55,265 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,023 shares; 2024Q4: 1,949 shares; 2025Q1: 1,995 shares; 2025Q2: 1,600 shares; 2025Q3: 1,650 shares; 2025Q4: 1,676 shares 1,676 $3.38M 0.37% +26 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,783 shares; 2024Q4: 32,775 shares; 2025Q1: 32,001 shares; 2025Q2: 31,827 shares; 2025Q3: 31,828 shares; 2025Q4: 31,829 shares 31,829 $3.31M 0.36% +1 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,325 shares; 2024Q4: 10,365 shares; 2025Q1: 10,360 shares; 2025Q2: 10,185 shares; 2025Q3: 10,220 shares; 2025Q4: 11,361 shares 11,361 $3.28M 0.36% +1,141 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: 12,887 shares; 2024Q4: 12,895 shares; 2025Q1: 12,902 shares; 2025Q2: 11,668 shares; 2025Q3: 11,675 shares; 2025Q4: 11,063 shares 11,063 $3.28M 0.35% -612 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,063 shares; 2024Q4: 10,258 shares; 2025Q1: 10,237 shares; 2025Q2: 10,123 shares; 2025Q3: 10,228 shares; 2025Q4: 10,236 shares 10,236 $3.19M 0.35% +8 Timeline PLSE PULSE BIOSCIENCES INC More: the full row for PULSE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 257,449 shares; 2024Q4: 237,547 shares; 2025Q1: 233,557 shares; 2025Q2: 229,659 shares; 2025Q3: 227,312 shares; 2025Q4: 226,312 shares 226,312 $3.11M 0.34% -1,000 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,896 shares; 2024Q4: 12,846 shares; 2025Q1: 12,806 shares; 2025Q2: 12,681 shares; 2025Q3: 12,706 shares; 2025Q4: 13,668 shares 13,668 $3.06M 0.33% +962 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: 16,025 shares; 2024Q4: 15,520 shares; 2025Q1: 16,965 shares; 2025Q2: 13,939 shares; 2025Q3: 16,059 shares; 2025Q4: 9,081 shares 9,081 $3M 0.32% -6,978 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: 5,657 shares; 2024Q4: 5,803 shares; 2025Q1: 9,874 shares; 2025Q2: 9,890 shares; 2025Q3: 9,977 shares; 2025Q4: 10,063 shares 10,063 $2.95M 0.32% +86 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,021 shares; 2025Q1: 3,784 shares; 2025Q2: 7,284 shares; 2025Q3: 7,858 shares; 2025Q4: 7,096 shares 7,096 $2.93M 0.32% -762 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: 8,103 shares; 2024Q4: 8,109 shares; 2025Q1: 12,649 shares; 2025Q2: 12,640 shares; 2025Q3: 12,740 shares; 2025Q4: 12,821 shares 12,821 $2.82M 0.3% +81 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: 8,713 shares; 2024Q4: 8,132 shares; 2025Q1: 8,017 shares; 2025Q2: 6,408 shares; 2025Q3: 6,220 shares; 2025Q4: 6,195 shares 6,195 $2.81M 0.3% -25 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,875 shares; 2024Q4: 32,875 shares; 2025Q1: 32,876 shares; 2025Q2: 32,653 shares; 2025Q3: 32,654 shares; 2025Q4: 32,655 shares 32,655 $2.68M 0.29% +1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,850 shares; 2025Q4: 28,660 shares 28,660 $2.62M 0.28% +25,810 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,560 shares; 2024Q4: 3,480 shares; 2025Q1: 3,400 shares; 2025Q2: 40,284 shares; 2025Q3: 40,284 shares; 2025Q4: 40,284 shares 40,284 $2.59M 0.28% 0 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,472 shares; 2024Q4: 2,161 shares; 2025Q1: 2,216 shares; 2025Q2: 2,196 shares; 2025Q3: 2,150 shares; 2025Q4: 4,150 shares 4,150 $2.58M 0.28% +2,000 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: 6,707 shares; 2024Q4: 6,722 shares; 2025Q1: 6,750 shares; 2025Q2: 6,846 shares; 2025Q3: 7,098 shares; 2025Q4: 7,673 shares 7,673 $2.58M 0.28% +575 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: 19,322 shares; 2024Q4: 18,919 shares; 2025Q1: 18,921 shares; 2025Q2: 18,778 shares; 2025Q3: 19,015 shares; 2025Q4: 19,169 shares 19,169 $2.54M 0.28% +154 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: 6,167 shares; 2024Q4: 4,427 shares; 2025Q1: 4,430 shares; 2025Q2: 20,049 shares; 2025Q3: 18,967 shares; 2025Q4: 19,131 shares 19,131 $2.44M 0.26% +164 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: 8,885 shares; 2024Q4: 8,470 shares; 2025Q1: 8,289 shares; 2025Q2: 7,934 shares; 2025Q3: 7,921 shares; 2025Q4: 7,827 shares 7,827 $2.39M 0.26% -94 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: 8,448 shares; 2024Q4: 8,377 shares; 2025Q1: 4,892 shares; 2025Q2: 5,478 shares; 2025Q3: 5,432 shares; 2025Q4: 5,231 shares 5,231 $2.35M 0.25% -201 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN 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: 17,715 shares 17,715 $2.35M 0.25% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,985 shares; 2025Q3: 16,180 shares; 2025Q4: 25,185 shares 25,185 $2.3M 0.25% +9,005 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,130 shares; 2024Q4: 71,035 shares; 2025Q1: 71,180 shares; 2025Q2: 71,305 shares; 2025Q3: 69,350 shares; 2025Q4: 58,550 shares 58,550 $2.25M 0.24% -10,800 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: 2,639 shares; 2024Q4: 3,426 shares; 2025Q1: 3,420 shares; 2025Q2: 3,322 shares; 2025Q3: 3,313 shares; 2025Q4: 3,222 shares 3,222 $2.21M 0.24% -91 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: 117,510 shares; 2024Q4: 116,818 shares; 2025Q1: 109,701 shares; 2025Q2: 98,644 shares; 2025Q3: 95,385 shares; 2025Q4: 88,301 shares 88,301 $2.19M 0.24% -7,084 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,820 shares; 2024Q4: 7,160 shares; 2025Q1: 15,385 shares; 2025Q2: 15,445 shares; 2025Q3: 15,580 shares; 2025Q4: 15,755 shares 15,755 $2.17M 0.23% +175 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,274 shares; 2024Q4: 17,039 shares; 2025Q1: 17,039 shares; 2025Q2: 34,078 shares; 2025Q3: 34,590 shares; 2025Q4: 53,982 shares 53,982 $2.17M 0.23% +19,392 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,731 shares; 2024Q4: 6,770 shares; 2025Q1: 6,735 shares; 2025Q2: 6,635 shares; 2025Q3: 6,816 shares; 2025Q4: 7,556 shares 7,556 $2.08M 0.23% +740 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,290 shares; 2024Q4: 17,497 shares; 2025Q1: 17,690 shares; 2025Q2: 17,718 shares; 2025Q3: 17,986 shares; 2025Q4: 17,968 shares 17,968 $2.02M 0.22% -18 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,663 shares; 2024Q4: 34,623 shares; 2025Q1: 34,623 shares; 2025Q2: 34,323 shares; 2025Q3: 27,323 shares; 2025Q4: 27,023 shares 27,023 $1.99M 0.22% -300 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,523 shares; 2024Q4: 6,743 shares; 2025Q1: 6,903 shares; 2025Q2: 6,483 shares; 2025Q3: 6,668 shares; 2025Q4: 6,743 shares 6,743 $1.92M 0.21% +75 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,562 shares; 2024Q4: 29,769 shares; 2025Q1: 32,058 shares; 2025Q2: 32,236 shares; 2025Q3: 28,109 shares; 2025Q4: 29,273 shares 29,273 $1.88M 0.2% +1,164 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 39,750 shares; 2025Q4: 49,809 shares 49,809 $1.82M 0.2% +10,059 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,392 shares; 2024Q4: 18,014 shares; 2025Q1: 18,541 shares; 2025Q2: 18,613 shares; 2025Q3: 20,760 shares; 2025Q4: 36,351 shares 36,351 $1.82M 0.2% +15,591 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,267 shares; 2025Q3: 2,237 shares; 2025Q4: 2,237 shares 2,237 $1.81M 0.2% 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: 6,175 shares; 2024Q4: 6,475 shares; 2025Q1: 12,161 shares; 2025Q2: 12,181 shares; 2025Q3: 12,281 shares; 2025Q4: 12,471 shares 12,471 $1.64M 0.18% +190 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: 26,795 shares; 2024Q4: 26,030 shares; 2025Q1: 30,485 shares; 2025Q2: 31,497 shares; 2025Q3: 24,490 shares; 2025Q4: 28,446 shares 28,446 $1.64M 0.18% +3,956 Timeline SBIO ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,135 shares; 2024Q4: 30,135 shares; 2025Q1: 30,135 shares; 2025Q2: 30,135 shares; 2025Q3: 30,135 shares; 2025Q4: 30,699 shares 30,699 $1.57M 0.17% +564 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: not reported; 2025Q1: not reported; 2025Q2: 1,442 shares; 2025Q3: 1,466 shares; 2025Q4: 1,466 shares 1,466 $1.57M 0.17% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,775 shares; 2024Q4: 1,725 shares; 2025Q1: 1,725 shares; 2025Q2: 1,725 shares; 2025Q3: 1,725 shares; 2025Q4: 2,875 shares 2,875 $1.5M 0.16% +1,150 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,611 shares; 2024Q4: 8,375 shares; 2025Q1: 8,580 shares; 2025Q2: 8,480 shares; 2025Q3: 8,294 shares; 2025Q4: 8,294 shares 8,294 $1.49M 0.16% 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: 3,172 shares; 2024Q4: 3,247 shares; 2025Q1: 3,307 shares; 2025Q2: 3,287 shares; 2025Q3: 3,292 shares; 2025Q4: 3,397 shares 3,397 $1.45M 0.16% +105 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,650 shares; 2024Q4: 15,925 shares; 2025Q1: 16,325 shares; 2025Q2: 14,814 shares; 2025Q3: 14,769 shares; 2025Q4: 8,375 shares 8,375 $1.35M 0.15% -6,394 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE 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: 18,555 shares 18,555 $1.35M 0.15% new Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,555 shares; 2025Q1: 4,327 shares; 2025Q2: 4,327 shares; 2025Q3: 4,383 shares; 2025Q4: 4,383 shares 4,383 $1.33M 0.14% 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: 1,933 shares; 2024Q4: 1,758 shares; 2025Q1: 1,771 shares; 2025Q2: 1,771 shares; 2025Q3: 1,739 shares; 2025Q4: 1,714 shares 1,714 $1.31M 0.14% -25 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,016 shares; 2024Q4: 17,421 shares; 2025Q1: 17,575 shares; 2025Q2: 16,286 shares; 2025Q3: 16,247 shares; 2025Q4: 16,243 shares 16,243 $1.28M 0.14% -4 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,950 shares; 2024Q4: 23,205 shares; 2025Q1: 21,800 shares; 2025Q2: 21,800 shares; 2025Q3: 20,255 shares; 2025Q4: 19,940 shares 19,940 $1.2M 0.13% -315 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,221 shares; 2024Q4: 98,593 shares; 2025Q1: 85,309 shares; 2025Q2: 87,289 shares; 2025Q3: 68,243 shares; 2025Q4: 69,225 shares 69,225 $1.14M 0.12% +982 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: 20,894 shares; 2025Q1: 28,486 shares; 2025Q2: 32,333 shares; 2025Q3: 29,699 shares; 2025Q4: 22,464 shares 22,464 $1.12M 0.12% -7,235 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: 19,115 shares; 2024Q4: 18,077 shares; 2025Q1: 8,621 shares; 2025Q2: 8,293 shares; 2025Q3: 8,230 shares; 2025Q4: 7,765 shares 7,765 $1.11M 0.12% -465 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,881 shares 1,881 $1.07M 0.12% new 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: 9,888 shares; 2024Q4: 9,073 shares; 2025Q1: 8,668 shares; 2025Q2: 8,533 shares; 2025Q3: 7,738 shares; 2025Q4: 7,014 shares 7,014 $1.06M 0.11% -724 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: 1,460 shares; 2024Q4: 855 shares; 2025Q1: 855 shares; 2025Q2: 855 shares; 2025Q3: 855 shares; 2025Q4: 855 shares 855 $1.04M 0.11% 0 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,059 shares; 2024Q4: 38,364 shares; 2025Q1: 38,289 shares; 2025Q2: 38,368 shares; 2025Q3: 31,950 shares; 2025Q4: 32,032 shares 32,032 $1.03M 0.11% +82 Timeline BKSY BLACKSKY TECHNOLOGY INC More: the full row for BLACKSKY TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,125 shares; 2025Q1: 42,816 shares; 2025Q2: 48,110 shares; 2025Q3: 48,856 shares; 2025Q4: 54,250 shares 54,250 $1.02M 0.11% +5,394 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM 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: 750 shares 750 $997K 0.11% new Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,550 shares; 2024Q4: 2,550 shares; 2025Q1: 2,550 shares; 2025Q2: 2,550 shares; 2025Q3: 2,550 shares; 2025Q4: 2,550 shares 2,550 $992K 0.11% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 450 shares 450 $967K 0.1% new Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,641 shares; 2024Q4: 53,433 shares; 2025Q1: 49,820 shares; 2025Q2: 39,907 shares; 2025Q3: 34,654 shares; 2025Q4: 34,671 shares 34,671 $953K 0.1% +17 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR 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: 13,003 shares; 2025Q3: 18,301 shares; 2025Q4: 38,541 shares 38,541 $929K 0.1% +20,240 Timeline CWEN CLEARWAY ENERGY INC More: the full row for CLEARWAY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,737 shares; 2024Q4: 27,747 shares; 2025Q1: 27,216 shares; 2025Q2: 27,222 shares; 2025Q3: 27,229 shares; 2025Q4: 27,235 shares 27,235 $906K 0.1% +6 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,504 shares; 2024Q4: 49,412 shares; 2025Q1: 25,549 shares; 2025Q2: 24,534 shares; 2025Q3: 26,909 shares; 2025Q4: 9,119 shares 9,119 $905K 0.1% -17,790 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,089 shares; 2024Q4: 9,388 shares; 2025Q1: 9,373 shares; 2025Q2: 9,929 shares; 2025Q3: 9,665 shares; 2025Q4: 9,276 shares 9,276 $899K 0.1% -389 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: 1,437 shares; 2024Q4: 1,268 shares; 2025Q1: 1,261 shares; 2025Q2: 1,356 shares; 2025Q3: 1,405 shares; 2025Q4: 1,408 shares 1,408 $883K 0.1% +3 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,663 shares; 2025Q4: 4,628 shares 4,628 $852K 0.09% -35 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,040 shares; 2024Q4: 10,886 shares; 2025Q1: 9,480 shares; 2025Q2: 9,570 shares; 2025Q3: 9,389 shares; 2025Q4: 13,343 shares 13,343 $850K 0.09% +3,954 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: 2,600 shares; 2024Q4: 2,600 shares; 2025Q1: 2,630 shares; 2025Q2: 2,630 shares; 2025Q3: 2,690 shares; 2025Q4: 2,660 shares 2,660 $847K 0.09% -30 Timeline SPRX LISTED FDS TR More: the full row for LISTED 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,922 shares 21,922 $844K 0.09% new 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: 954 shares; 2024Q4: 678 shares; 2025Q1: 678 shares; 2025Q2: 530 shares; 2025Q3: 784 shares; 2025Q4: 784 shares 784 $843K 0.09% 0 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,009 shares; 2024Q4: 7,222 shares; 2025Q1: 7,206 shares; 2025Q2: 6,927 shares; 2025Q3: 6,513 shares; 2025Q4: 6,252 shares 6,252 $823K 0.09% -261 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,212 shares 2,212 $781K 0.08% new Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,098 shares 10,098 $774K 0.08% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,548 shares 14,548 $762K 0.08% new Timeline INFQ INFLEQTION INC More: the full row for INFLEQTION 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: 48,766 shares 48,766 $761K 0.08% new 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: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 8,060 shares 8,060 $756K 0.08% +7,760 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,685 shares; 2024Q4: 3,546 shares; 2025Q1: 3,546 shares; 2025Q2: 1,936 shares; 2025Q3: 1,576 shares; 2025Q4: 1,576 shares 1,576 $739K 0.08% 0 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: 24,435 shares; 2024Q4: 24,376 shares; 2025Q1: 22,785 shares; 2025Q2: 22,821 shares; 2025Q3: 7,365 shares; 2025Q4: 4,602 shares 4,602 $738K 0.08% -2,763 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: 26,857 shares; 2024Q4: 19,983 shares; 2025Q1: 6,796 shares; 2025Q2: 9,112 shares; 2025Q3: 8,743 shares; 2025Q4: 12,866 shares 12,866 $725K 0.08% +4,123 Timeline CLOX SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS 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: 15,227 shares; 2025Q2: 33,836 shares; 2025Q3: 33,119 shares; 2025Q4: 26,574 shares 26,574 $678K 0.07% -6,545 Timeline CLOZ SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS 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: 20,996 shares; 2025Q3: 31,443 shares; 2025Q4: 25,554 shares 25,554 $677K 0.07% -5,889 Timeline IVES WEDBUSH SER TR More: the full row for WEDBUSH SER 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: 21,224 shares; 2025Q3: 21,824 shares; 2025Q4: 21,347 shares 21,347 $675K 0.07% -477 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,467 shares 3,467 $671K 0.07% new Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,146 shares; 2024Q4: 27,721 shares; 2025Q1: 29,859 shares; 2025Q2: 29,983 shares; 2025Q3: 30,207 shares; 2025Q4: 23,627 shares 23,627 $664K 0.07% -6,580 Timeline BEPC BROOKFIELD RENEWABLE CORP More: the full row for BROOKFIELD RENEWABLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,414 shares; 2025Q1: 16,471 shares; 2025Q2: 17,048 shares; 2025Q3: 17,196 shares; 2025Q4: 16,634 shares 16,634 $638K 0.07% -562 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,246 shares; 2024Q4: 12,402 shares; 2025Q1: 12,752 shares; 2025Q2: 12,192 shares; 2025Q3: 11,873 shares; 2025Q4: 11,932 shares 11,932 $637K 0.07% +59 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: 6,162 shares; 2024Q4: 7,049 shares; 2025Q1: 6,465 shares; 2025Q2: 9,908 shares; 2025Q3: 7,860 shares; 2025Q4: 7,704 shares 7,704 $619K 0.07% -156 Timeline FEZ 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: 8,048 shares; 2024Q4: 8,155 shares; 2025Q1: 8,141 shares; 2025Q2: 9,709 shares; 2025Q3: 9,766 shares; 2025Q4: 9,431 shares 9,431 $607K 0.07% -335 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,421 shares; 2024Q4: 405 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,359 shares 1,359 $605K 0.07% new 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: 7,799 shares; 2024Q4: 9,059 shares; 2025Q1: 8,261 shares; 2025Q2: 8,263 shares; 2025Q3: 8,264 shares; 2025Q4: 7,514 shares 7,514 $579K 0.06% -750 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,930 shares 1,930 $554K 0.06% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,175 shares 1,175 $547K 0.06% new 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: 10,630 shares 10,630 $516K 0.06% new Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,348 shares; 2024Q4: 26,391 shares; 2025Q1: 28,764 shares; 2025Q2: 30,311 shares; 2025Q3: 16,906 shares; 2025Q4: 19,034 shares 19,034 $501K 0.05% +2,128 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30,558 shares; 2025Q1: 35,665 shares; 2025Q2: 35,364 shares; 2025Q3: 25,417 shares; 2025Q4: 16,609 shares 16,609 $486K 0.05% -8,808 Timeline NNOX NANO X IMAGING LTD More: the full row for NANO X IMAGING LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 197,389 shares; 2024Q4: 192,359 shares; 2025Q1: 183,079 shares; 2025Q2: 117,074 shares; 2025Q3: 115,519 shares; 2025Q4: 170,309 shares 170,309 $477K 0.05% +54,790 Timeline ITA 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: 1,865 shares; 2024Q4: 2,183 shares; 2025Q1: 2,177 shares; 2025Q2: 2,294 shares; 2025Q3: 2,229 shares; 2025Q4: 2,148 shares 2,148 $461K 0.05% -81 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,819 shares; 2024Q4: 2,358 shares; 2025Q1: 2,308 shares; 2025Q2: 1,882 shares; 2025Q3: 1,816 shares; 2025Q4: 1,770 shares 1,770 $457K 0.05% -46 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,609 shares; 2024Q4: 64,355 shares; 2025Q1: 65,112 shares; 2025Q2: 68,636 shares; 2025Q3: 21,753 shares; 2025Q4: 22,101 shares 22,101 $447K 0.05% +348 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,515 shares; 2024Q4: 8,543 shares; 2025Q1: 8,410 shares; 2025Q2: 8,444 shares; 2025Q3: 8,461 shares; 2025Q4: 9,279 shares 9,279 $431K 0.05% +818 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,800 shares; 2024Q4: 1,800 shares; 2025Q1: 1,800 shares; 2025Q2: 1,800 shares; 2025Q3: 1,800 shares; 2025Q4: 1,800 shares 1,800 $431K 0.05% 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: 8,260 shares; 2024Q4: 8,450 shares; 2025Q1: 8,000 shares; 2025Q2: 8,000 shares; 2025Q3: 8,242 shares; 2025Q4: 8,242 shares 8,242 $419K 0.05% 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: not reported; 2024Q4: 686 shares; 2025Q1: 2,965 shares; 2025Q2: 2,068 shares; 2025Q3: 1,534 shares; 2025Q4: 1,534 shares 1,534 $406K 0.04% 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: 4,662 shares; 2024Q4: 4,662 shares; 2025Q1: 4,662 shares; 2025Q2: 5,064 shares; 2025Q3: 5,044 shares; 2025Q4: 5,044 shares 5,044 $405K 0.04% 0 Timeline TUR ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,617 shares 11,617 $400K 0.04% new 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: not reported; 2024Q4: 13,047 shares; 2025Q1: 20,866 shares; 2025Q2: 20,100 shares; 2025Q3: 20,314 shares; 2025Q4: 16,286 shares 16,286 $388K 0.04% -4,028 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,109 shares; 2025Q4: 1,575 shares 1,575 $388K 0.04% +466 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: 6,365 shares; 2024Q4: 6,371 shares; 2025Q1: 6,377 shares; 2025Q2: 5,600 shares; 2025Q3: 5,603 shares; 2025Q4: 8,410 shares 8,410 $386K 0.04% +2,807 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,700 shares; 2024Q4: 3,700 shares; 2025Q1: 3,700 shares; 2025Q2: 3,700 shares; 2025Q3: 3,700 shares; 2025Q4: 3,700 shares 3,700 $373K 0.04% 0 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,912 shares; 2024Q4: 18,582 shares; 2025Q1: 18,641 shares; 2025Q2: 13,709 shares; 2025Q3: 10,195 shares; 2025Q4: 6,590 shares 6,590 $373K 0.04% -3,605 Timeline IYE 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: 6,936 shares; 2024Q4: 8,088 shares; 2025Q1: 8,089 shares; 2025Q2: 8,263 shares; 2025Q3: 8,056 shares; 2025Q4: 7,759 shares 7,759 $369K 0.04% -297 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: 2,624 shares; 2024Q4: 2,637 shares; 2025Q1: 2,648 shares; 2025Q2: 2,660 shares; 2025Q3: 2,672 shares; 2025Q4: 3,134 shares 3,134 $367K 0.04% +462 Timeline RACE FERRARI N V More: the full row for FERRARI N V 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: 989 shares 989 $365K 0.04% new Timeline VOYG VOYAGER TECHNOLOGIES INC More: the full row for VOYAGER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,879 shares 13,879 $363K 0.04% new 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: 1,735 shares; 2024Q4: 1,585 shares; 2025Q1: 1,585 shares; 2025Q2: 1,585 shares; 2025Q3: 1,585 shares; 2025Q4: 1,625 shares 1,625 $353K 0.04% +40 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: 5,447 shares; 2024Q4: 5,726 shares; 2025Q1: 5,713 shares; 2025Q2: 6,962 shares; 2025Q3: 6,665 shares; 2025Q4: 6,426 shares 6,426 $352K 0.04% -239 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,207 shares 2,207 $342K 0.04% new Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,192 shares 1,192 $340K 0.04% new Timeline PINK SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN 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: 8,583 shares; 2025Q4: 9,171 shares 9,171 $336K 0.04% +588 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,806 shares 2,806 $335K 0.04% new 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: 1,670 shares; 2024Q4: 1,670 shares; 2025Q1: 1,670 shares; 2025Q2: 1,670 shares; 2025Q3: 1,670 shares; 2025Q4: 1,495 shares 1,495 $334K 0.04% -175 Timeline CPRT COPART INC More: the full row for COPART 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: 8,388 shares 8,388 $328K 0.04% new Timeline IYJ 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: 2,090 shares; 2024Q4: 2,185 shares; 2025Q1: 2,179 shares; 2025Q2: 2,387 shares; 2025Q3: 2,268 shares; 2025Q4: 2,188 shares 2,188 $324K 0.04% -80 Timeline MGNI MAGNITE INC More: the full row for MAGNITE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,085 shares; 2024Q4: 30,755 shares; 2025Q1: 30,755 shares; 2025Q2: 19,935 shares; 2025Q3: 19,935 shares; 2025Q4: 19,935 shares 19,935 $324K 0.04% 0 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 635 shares; 2025Q1: 635 shares; 2025Q2: 635 shares; 2025Q3: 685 shares; 2025Q4: 685 shares 685 $305K 0.03% 0 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,450 shares; 2024Q4: 4,450 shares; 2025Q1: 4,450 shares; 2025Q2: 4,450 shares; 2025Q3: 4,450 shares; 2025Q4: 4,450 shares 4,450 $304K 0.03% 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: 28,365 shares; 2024Q4: 26,949 shares; 2025Q1: 25,742 shares; 2025Q2: 7,685 shares; 2025Q3: 6,765 shares; 2025Q4: 5,368 shares 5,368 $286K 0.03% -1,397 Timeline UFO PROCURE ETF TRUST II More: the full row for PROCURE ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,889 shares; 2025Q4: 7,243 shares 7,243 $280K 0.03% -646 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,319 shares 4,319 $280K 0.03% new Timeline EWW ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,249 shares; 2025Q4: 4,011 shares 4,011 $278K 0.03% -238 Timeline EIS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,526 shares 2,526 $278K 0.03% new Timeline PATH UIPATH INC More: the full row for UIPATH 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: 16,647 shares 16,647 $273K 0.03% new 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: 1,944 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,944 shares; 2025Q4: 1,944 shares 1,944 $255K 0.03% 0 Timeline RA BROOKFIELD REAL ASSETS INCOM More: the full row for BROOKFIELD REAL ASSETS INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,969 shares; 2024Q4: 21,120 shares; 2025Q1: 21,275 shares; 2025Q2: 21,373 shares; 2025Q3: 21,536 shares; 2025Q4: 19,407 shares 19,407 $252K 0.03% -2,129 Timeline AIQ 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: not reported; 2025Q3: not reported; 2025Q4: 4,904 shares 4,904 $249K 0.03% new Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,245 shares; 2025Q3: 1,245 shares; 2025Q4: 1,245 shares 1,245 $249K 0.03% 0 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,035 shares; 2024Q4: 62,501 shares; 2025Q1: 62,198 shares; 2025Q2: 50,594 shares; 2025Q3: 35,283 shares; 2025Q4: 6,512 shares 6,512 $247K 0.03% -28,771 Timeline SBSW SIBANYE STILLWATER LTD More: the full row for SIBANYE STILLWATER LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,800 shares; 2025Q3: 16,675 shares; 2025Q4: 16,725 shares 16,725 $238K 0.03% +50 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,970 shares; 2024Q4: 2,970 shares; 2025Q1: 2,970 shares; 2025Q2: 2,970 shares; 2025Q3: 2,970 shares; 2025Q4: 2,970 shares 2,970 $235K 0.03% 0 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: 419 shares; 2024Q4: 419 shares; 2025Q1: 419 shares; 2025Q2: 419 shares; 2025Q3: not reported; 2025Q4: 412 shares 412 $233K 0.03% new Timeline TOKE CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 41,992 shares; 2025Q4: 37,582 shares 37,582 $232K 0.03% -4,410 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: 5,085 shares; 2025Q1: not reported; 2025Q2: 5,089 shares; 2025Q3: 5,091 shares; 2025Q4: 5,093 shares 5,093 $231K 0.03% +2 Timeline JETS ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,144 shares 8,144 $229K 0.02% new Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,670 shares; 2025Q3: 3,182 shares; 2025Q4: 3,120 shares 3,120 $225K 0.02% -62 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,442 shares 1,442 $224K 0.02% new Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,400 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares; 2025Q4: 1,400 shares 1,400 $223K 0.02% 0 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,408 shares 1,408 $222K 0.02% new Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,859 shares; 2025Q4: 2,557 shares 2,557 $219K 0.02% -1,302 Timeline ALV AUTOLIV INC More: the full row for AUTOLIV 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: 1,841 shares; 2025Q3: 1,841 shares; 2025Q4: 1,841 shares 1,841 $219K 0.02% 0 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 764 shares; 2025Q3: 764 shares; 2025Q4: 764 shares 764 $213K 0.02% 0 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,268 shares; 2025Q4: 1,268 shares 1,268 $213K 0.02% 0 Timeline QQQX NUVEEN NASDAQ 100 DYNAMIC OV More: the full row for NUVEEN NASDAQ 100 DYNAMIC OV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,587 shares; 2025Q1: not reported; 2025Q2: 7,587 shares; 2025Q3: 7,440 shares; 2025Q4: 7,440 shares 7,440 $212K 0.02% 0 Timeline DXYZ DESTINY TECH100 INC More: the full row for DESTINY TECH100 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,430 shares; 2025Q1: 6,780 shares; 2025Q2: 6,780 shares; 2025Q3: not reported; 2025Q4: 6,780 shares 6,780 $208K 0.02% new Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,130 shares; 2025Q4: 2,130 shares 2,130 $205K 0.02% 0 Timeline AGIO AGIOS PHARMACEUTICALS INC More: the full row for AGIOS PHARMACEUTICALS 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: 7,382 shares 7,382 $201K 0.02% new Timeline ABSI ABSCI CORPORATION More: the full row for ABSCI CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 63,760 shares; 2025Q1: 97,628 shares; 2025Q2: 97,628 shares; 2025Q3: 56,760 shares; 2025Q4: 56,760 shares 56,760 $198K 0.02% 0 Timeline REPL REPLIMUNE GROUP INC More: the full row for REPLIMUNE 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: 19,559 shares; 2025Q4: 16,400 shares 16,400 $159K 0.02% -3,159 Timeline MRLN MERLIN INC More: the full row for MERLIN 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: 11,030 shares 11,030 $118K 0.01% new Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares 20,000 $82.6K 0.01% 0 Timeline BMEA BIOMEA FUSION INC More: the full row for BIOMEA FUSION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,070 shares; 2024Q4: 94,570 shares; 2025Q1: 51,300 shares; 2025Q2: 51,300 shares; 2025Q3: 61,300 shares; 2025Q4: 58,300 shares 58,300 $72.3K 0.01% -3,000 Timeline SANA SANA BIOTECHNOLOGY INC More: the full row for SANA BIOTECHNOLOGY 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: 11,620 shares; 2025Q4: 11,620 shares 11,620 $47.3K 0.01% 0 Timeline NNDM NANO DIMENSION LTD More: the full row for NANO DIMENSION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,500 shares 28,500 $43.9K <0.01% new Timeline DEFT DEFI TECHNOLOGIES INC More: the full row for DEFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 48,500 shares 48,500 $36.6K <0.01% new Timeline