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: 3,825,312 shares; 2024Q4: 509,777 shares; 2025Q1: 1,985,508 shares; 2025Q2: 3,542,276 shares; 2025Q3: 3,539,446 shares; 2025Q4: 3,575,462 shares 3,575,462 $320M 7.64% +36,016 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: 674,793 shares; 2024Q4: 702,124 shares; 2025Q1: 576,190 shares; 2025Q2: 583,423 shares; 2025Q3: 1,078,309 shares; 2025Q4: 1,109,587 shares 1,109,587 $286M 6.84% +31,278 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: 239,058 shares; 2024Q4: 240,376 shares; 2025Q1: 221,930 shares; 2025Q2: 246,516 shares; 2025Q3: 255,149 shares; 2025Q4: 256,954 shares 256,954 $176M 4.21% +1,805 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,469,528 shares; 2024Q4: 7,848,992 shares; 2025Q1: 8,158,438 shares; 2025Q2: 6,641,043 shares; 2025Q3: 6,820,008 shares; 2025Q4: 6,868,188 shares 6,868,188 $174M 4.16% +48,180 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,445,406 shares; 2025Q3: 4,579,261 shares; 2025Q4: 4,610,233 shares 4,610,233 $172M 4.12% +30,972 Timeline SPHY 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: 7,014,494 shares; 2025Q3: 7,200,554 shares; 2025Q4: 7,246,584 shares 7,246,584 $172M 4.1% +46,030 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: 2,766,041 shares; 2024Q4: 2,827,534 shares; 2025Q1: 1,674,942 shares; 2025Q2: 2,524,911 shares; 2025Q3: 2,539,381 shares; 2025Q4: 2,545,417 shares 2,545,417 $171M 4.09% +6,036 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: 368,543 shares; 2024Q4: 385,570 shares; 2025Q1: 306,015 shares; 2025Q2: 523,385 shares; 2025Q3: 548,900 shares; 2025Q4: 1,092,203 shares 1,092,203 $157M 3.76% +543,303 Timeline JHML JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,709,019 shares; 2024Q4: 1,686,491 shares; 2025Q1: 1,652,482 shares; 2025Q2: 1,636,251 shares; 2025Q3: 1,608,257 shares; 2025Q4: 1,583,127 shares 1,583,127 $126M 3.02% -25,130 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: 487,634 shares; 2024Q4: 438,289 shares; 2025Q1: 437,614 shares; 2025Q2: 433,658 shares; 2025Q3: 412,082 shares; 2025Q4: 421,743 shares 421,743 $115M 2.74% +9,661 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: 168,155 shares; 2024Q4: 168,563 shares; 2025Q1: 168,336 shares; 2025Q2: 165,170 shares; 2025Q3: 174,716 shares; 2025Q4: 172,415 shares 172,415 $83.4M 1.99% -2,301 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: 762,668 shares; 2024Q4: 784,555 shares; 2025Q1: 643,406 shares; 2025Q2: 634,896 shares; 2025Q3: 353,158 shares; 2025Q4: 536,198 shares 536,198 $63.1M 1.51% +183,040 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: 216,891 shares; 2024Q4: 59,375 shares; 2025Q1: 282,995 shares; 2025Q2: 144,394 shares; 2025Q3: 161,319 shares; 2025Q4: 399,881 shares 399,881 $61.9M 1.48% +238,562 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,630 shares; 2024Q4: 123,486 shares; 2025Q1: 122,281 shares; 2025Q2: 121,351 shares; 2025Q3: 120,801 shares; 2025Q4: 118,818 shares 118,818 $58M 1.39% -1,983 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: 116,392 shares; 2024Q4: 106,444 shares; 2025Q1: 233,852 shares; 2025Q2: 224,064 shares; 2025Q3: 258,779 shares; 2025Q4: 327,203 shares 327,203 $57.4M 1.37% +68,424 Timeline HYMB 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: 2,313,547 shares; 2024Q4: 2,411,751 shares; 2025Q1: 18,260 shares; 2025Q2: 2,274,020 shares; 2025Q3: 2,207,601 shares; 2025Q4: 2,142,746 shares 2,142,746 $53.4M 1.28% -64,855 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,089,770 shares; 2025Q3: 1,050,893 shares; 2025Q4: 1,018,379 shares 1,018,379 $51.9M 1.24% -32,514 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: 173,507 shares; 2024Q4: 172,932 shares; 2025Q1: 171,074 shares; 2025Q2: 166,674 shares; 2025Q3: 163,451 shares; 2025Q4: 150,998 shares 150,998 $47.3M 1.13% -12,453 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: 178,993 shares; 2024Q4: 178,159 shares; 2025Q1: 177,540 shares; 2025Q2: 174,196 shares; 2025Q3: 161,297 shares; 2025Q4: 144,428 shares 144,428 $43.9M 1.05% -16,869 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: 137,519 shares; 2024Q4: 141,827 shares; 2025Q1: 145,889 shares; 2025Q2: 146,516 shares; 2025Q3: 157,194 shares; 2025Q4: 160,374 shares 160,374 $37M 0.88% +3,180 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 828,328 shares; 2024Q4: 810,807 shares; 2025Q1: 797,645 shares; 2025Q2: 791,327 shares; 2025Q3: 785,279 shares; 2025Q4: 773,857 shares 773,857 $36.3M 0.87% -11,422 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178,295 shares; 2024Q4: 181,371 shares; 2025Q1: 116,127 shares; 2025Q2: 128,502 shares; 2025Q3: 265,995 shares; 2025Q4: 188,706 shares 188,706 $36.1M 0.86% -77,289 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: not reported; 2024Q4: not reported; 2025Q1: 372,475 shares; 2025Q2: 385,364 shares; 2025Q3: 398,618 shares; 2025Q4: 602,860 shares 602,860 $33M 0.79% +204,242 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: 192,528 shares; 2024Q4: 194,980 shares; 2025Q1: 100,287 shares; 2025Q2: 109,516 shares; 2025Q3: 134,792 shares; 2025Q4: 276,219 shares 276,219 $33M 0.79% +141,427 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 362,548 shares; 2024Q4: 266,214 shares; 2025Q1: 288,298 shares; 2025Q2: 178,110 shares; 2025Q3: 358,670 shares; 2025Q4: 728,693 shares 728,693 $32.6M 0.78% +370,023 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: 89,559 shares; 2024Q4: 89,513 shares; 2025Q1: 90,208 shares; 2025Q2: 87,294 shares; 2025Q3: 97,282 shares; 2025Q4: 97,824 shares 97,824 $31.5M 0.75% +542 Timeline AVLC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,574 shares; 2024Q4: 68,012 shares; 2025Q1: 143,814 shares; 2025Q2: 228,760 shares; 2025Q3: 327,058 shares; 2025Q4: 390,848 shares 390,848 $30.7M 0.73% +63,790 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: 50,949 shares; 2024Q4: 50,711 shares; 2025Q1: 50,055 shares; 2025Q2: 48,158 shares; 2025Q3: 50,891 shares; 2025Q4: 43,438 shares 43,438 $28.7M 0.69% -7,453 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: 71,485 shares; 2024Q4: 71,174 shares; 2025Q1: 71,304 shares; 2025Q2: 72,444 shares; 2025Q3: 87,604 shares; 2025Q4: 88,815 shares 88,815 $27.9M 0.67% +1,211 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: 84,104 shares; 2024Q4: 83,358 shares; 2025Q1: 84,270 shares; 2025Q2: 76,188 shares; 2025Q3: 87,916 shares; 2025Q4: 79,322 shares 79,322 $27.5M 0.66% -8,594 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: 165,666 shares; 2024Q4: 168,940 shares; 2025Q1: 184,173 shares; 2025Q2: 180,626 shares; 2025Q3: 168,904 shares; 2025Q4: 159,633 shares 159,633 $27.3M 0.65% -9,271 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: 91,504 shares; 2024Q4: 92,264 shares; 2025Q1: 91,534 shares; 2025Q2: 91,679 shares; 2025Q3: 86,240 shares; 2025Q4: 82,129 shares 82,129 $26.9M 0.64% -4,111 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: 101,609 shares; 2024Q4: 102,254 shares; 2025Q1: 103,106 shares; 2025Q2: 105,278 shares; 2025Q3: 106,986 shares; 2025Q4: 109,214 shares 109,214 $25M 0.6% +2,228 Timeline RMIF 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: 1,118,735 shares; 2024Q4: 1,091,723 shares; 2025Q1: 1,071,218 shares; 2025Q2: 1,054,694 shares; 2025Q3: 1,010,442 shares; 2025Q4: 976,048 shares 976,048 $24.2M 0.58% -34,394 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: 100,742 shares; 2024Q4: 102,409 shares; 2025Q1: 103,437 shares; 2025Q2: 106,981 shares; 2025Q3: 117,712 shares; 2025Q4: 114,421 shares 114,421 $23.7M 0.57% -3,291 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 946,555 shares; 2024Q4: 962,900 shares; 2025Q1: 973,369 shares; 2025Q2: 978,360 shares; 2025Q3: 904,083 shares; 2025Q4: 846,350 shares 846,350 $22.9M 0.55% -57,733 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: 189,610 shares; 2024Q4: 420,744 shares; 2025Q1: 303,202 shares; 2025Q2: 319,029 shares; 2025Q3: 373,054 shares; 2025Q4: 279,265 shares 279,265 $21.7M 0.52% -93,789 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: 231,081 shares; 2024Q4: 150,843 shares; 2025Q1: 267,667 shares; 2025Q2: 263,076 shares; 2025Q3: 136,476 shares; 2025Q4: 138,742 shares 138,742 $21.5M 0.51% +2,266 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: 97,926 shares; 2024Q4: 93,829 shares; 2025Q1: 95,683 shares; 2025Q2: 97,772 shares; 2025Q3: 105,647 shares; 2025Q4: 789,950 shares 789,950 $19.7M 0.47% +684,303 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: 126,832 shares; 2024Q4: 125,195 shares; 2025Q1: 127,895 shares; 2025Q2: 120,065 shares; 2025Q3: 113,420 shares; 2025Q4: 90,890 shares 90,890 $19.5M 0.47% -22,530 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: not reported; 2024Q4: 5,075 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 190,372 shares 190,372 $19.1M 0.46% new Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,427 shares; 2024Q4: 48,035 shares; 2025Q1: 97,868 shares; 2025Q2: 135,004 shares; 2025Q3: 189,410 shares; 2025Q4: 250,644 shares 250,644 $18.8M 0.45% +61,234 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: 38,886 shares; 2024Q4: 39,266 shares; 2025Q1: 67,160 shares; 2025Q2: 68,091 shares; 2025Q3: 64,581 shares; 2025Q4: 58,910 shares 58,910 $18.8M 0.45% -5,671 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: 445,508 shares; 2024Q4: 436,001 shares; 2025Q1: 422,774 shares; 2025Q2: 397,858 shares; 2025Q3: 375,643 shares; 2025Q4: 347,619 shares 347,619 $18.8M 0.45% -28,024 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: 549,176 shares; 2024Q4: 554,522 shares; 2025Q1: 245,949 shares; 2025Q2: 237,431 shares; 2025Q3: 248,700 shares; 2025Q4: 242,453 shares 242,453 $18.7M 0.45% -6,247 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: 177,894 shares; 2024Q4: 179,429 shares; 2025Q1: 163,619 shares; 2025Q2: 157,273 shares; 2025Q3: 160,145 shares; 2025Q4: 150,368 shares 150,368 $18.5M 0.44% -9,777 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: 56,011 shares; 2024Q4: 55,962 shares; 2025Q1: 52,593 shares; 2025Q2: 51,988 shares; 2025Q3: 52,753 shares; 2025Q4: 52,384 shares 52,384 $18.4M 0.44% -369 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 255,179 shares; 2024Q4: 312,058 shares; 2025Q1: 378,657 shares; 2025Q2: 429,356 shares; 2025Q3: 494,880 shares; 2025Q4: 549,450 shares 549,450 $17.9M 0.43% +54,570 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,295,493 shares; 2024Q4: 1,299,276 shares; 2025Q1: 1,318,417 shares; 2025Q2: 924,597 shares; 2025Q3: 806,980 shares; 2025Q4: 728,586 shares 728,586 $17.5M 0.42% -78,394 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: 194,864 shares; 2024Q4: 191,631 shares; 2025Q1: 203,048 shares; 2025Q2: 205,825 shares; 2025Q3: 189,742 shares; 2025Q4: 179,519 shares 179,519 $17.2M 0.41% -10,223 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: 64,735 shares; 2024Q4: 65,503 shares; 2025Q1: 66,645 shares; 2025Q2: 66,391 shares; 2025Q3: 63,218 shares; 2025Q4: 59,667 shares 59,667 $16M 0.38% -3,551 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: 74,374 shares; 2024Q4: 74,931 shares; 2025Q1: 75,814 shares; 2025Q2: 73,002 shares; 2025Q3: 66,624 shares; 2025Q4: 61,032 shares 61,032 $15.7M 0.37% -5,592 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,354 shares; 2024Q4: 131,005 shares; 2025Q1: 133,819 shares; 2025Q2: 182,864 shares; 2025Q3: 193,127 shares; 2025Q4: 154,348 shares 154,348 $15.4M 0.37% -38,779 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: 278,453 shares; 2024Q4: 278,905 shares; 2025Q1: 273,385 shares; 2025Q2: 285,283 shares; 2025Q3: 280,163 shares; 2025Q4: 278,235 shares 278,235 $15.3M 0.37% -1,928 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,718 shares; 2024Q4: 136,205 shares; 2025Q1: 133,707 shares; 2025Q2: 128,433 shares; 2025Q3: 128,458 shares; 2025Q4: 124,844 shares 124,844 $15M 0.36% -3,614 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: 22,173 shares; 2024Q4: 22,227 shares; 2025Q1: 21,942 shares; 2025Q2: 21,798 shares; 2025Q3: 21,705 shares; 2025Q4: 20,763 shares 20,763 $14.2M 0.34% -942 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: 40,697 shares; 2024Q4: 40,118 shares; 2025Q1: 40,130 shares; 2025Q2: 40,391 shares; 2025Q3: 39,056 shares; 2025Q4: 38,197 shares 38,197 $14.1M 0.34% -859 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183,923 shares; 2024Q4: 183,830 shares; 2025Q1: 184,233 shares; 2025Q2: 180,015 shares; 2025Q3: 163,132 shares; 2025Q4: 141,341 shares 141,341 $14M 0.33% -21,791 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,628 shares; 2024Q4: 147,948 shares; 2025Q1: 150,425 shares; 2025Q2: 152,350 shares; 2025Q3: 141,403 shares; 2025Q4: 132,377 shares 132,377 $13.9M 0.33% -9,026 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: 62,594 shares; 2024Q4: 62,031 shares; 2025Q1: 62,117 shares; 2025Q2: 61,008 shares; 2025Q3: 54,920 shares; 2025Q4: 51,949 shares 51,949 $13.8M 0.33% -2,971 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 342 shares; 2024Q4: 366 shares; 2025Q1: 390 shares; 2025Q2: 387 shares; 2025Q3: 1,070 shares; 2025Q4: 20,700 shares 20,700 $13.7M 0.33% +19,630 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: 70,555 shares; 2024Q4: 77,627 shares; 2025Q1: 77,561 shares; 2025Q2: 80,312 shares; 2025Q3: 101,158 shares; 2025Q4: 111,708 shares 111,708 $13.4M 0.32% +10,550 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 163,918 shares; 2024Q4: 533,648 shares; 2025Q1: 427,552 shares; 2025Q2: 506,933 shares; 2025Q3: 505,939 shares; 2025Q4: 491,711 shares 491,711 $13.2M 0.32% -14,228 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,717 shares; 2025Q2: 16,176 shares; 2025Q3: 14,471 shares; 2025Q4: 11,696 shares 11,696 $12.5M 0.3% -2,775 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186,304 shares; 2024Q4: 191,099 shares; 2025Q1: 209,819 shares; 2025Q2: 137,211 shares; 2025Q3: 124,640 shares; 2025Q4: 116,065 shares 116,065 $11.9M 0.28% -8,575 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: 162,775 shares; 2024Q4: 170,049 shares; 2025Q1: 175,508 shares; 2025Q2: 175,391 shares; 2025Q3: 179,048 shares; 2025Q4: 178,866 shares 178,866 $11.8M 0.28% -182 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: 16,788 shares; 2024Q4: 17,664 shares; 2025Q1: 17,990 shares; 2025Q2: 17,952 shares; 2025Q3: 21,061 shares; 2025Q4: 22,615 shares 22,615 $11.4M 0.27% +1,554 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: 3,043 shares; 2024Q4: 3,117 shares; 2025Q1: 169,422 shares; 2025Q2: 81,603 shares; 2025Q3: 67,098 shares; 2025Q4: 39,614 shares 39,614 $11.3M 0.27% -27,484 Timeline VCR 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: 38,651 shares; 2024Q4: 41,491 shares; 2025Q1: 28,452 shares; 2025Q2: 30,298 shares; 2025Q3: 29,243 shares; 2025Q4: 28,222 shares 28,222 $11.1M 0.27% -1,021 Timeline FTXL FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 90,142 shares; 2025Q3: 88,289 shares; 2025Q4: 85,503 shares 85,503 $11.1M 0.26% -2,786 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: 461,333 shares; 2024Q4: 452,963 shares; 2025Q1: 50,029 shares; 2025Q2: 43,919 shares; 2025Q3: 44,740 shares; 2025Q4: 44,297 shares 44,297 $10.9M 0.26% -443 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: 171,880 shares; 2024Q4: 172,979 shares; 2025Q1: 122,595 shares; 2025Q2: 122,227 shares; 2025Q3: 111,294 shares; 2025Q4: 96,506 shares 96,506 $10.8M 0.26% -14,788 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: 260,842 shares; 2024Q4: 250,971 shares; 2025Q1: 268,667 shares; 2025Q2: 271,947 shares; 2025Q3: 264,341 shares; 2025Q4: 256,891 shares 256,891 $10.5M 0.25% -7,450 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,851 shares; 2024Q4: 151,277 shares; 2025Q1: 152,487 shares; 2025Q2: 149,281 shares; 2025Q3: 134,371 shares; 2025Q4: 125,822 shares 125,822 $10.4M 0.25% -8,549 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: 59,593 shares; 2024Q4: 62,104 shares; 2025Q1: 64,514 shares; 2025Q2: 71,468 shares; 2025Q3: 69,884 shares; 2025Q4: 68,316 shares 68,316 $10.4M 0.25% -1,568 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: 71,654 shares; 2024Q4: 72,673 shares; 2025Q1: 74,861 shares; 2025Q2: 65,782 shares; 2025Q3: 64,815 shares; 2025Q4: 71,980 shares 71,980 $10.3M 0.25% +7,165 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,231 shares; 2024Q4: 75,108 shares; 2025Q1: 97,460 shares; 2025Q2: 59,803 shares; 2025Q3: 56,746 shares; 2025Q4: 56,201 shares 56,201 $10.2M 0.24% -545 Timeline SPDW 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: 241,137 shares; 2024Q4: 230,537 shares; 2025Q1: 219,649 shares; 2025Q2: 222,186 shares; 2025Q3: 224,099 shares; 2025Q4: 224,221 shares 224,221 $9.96M 0.24% +122 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: 15,895 shares; 2024Q4: 15,333 shares; 2025Q1: 41,005 shares; 2025Q2: 41,387 shares; 2025Q3: 37,043 shares; 2025Q4: 27,505 shares 27,505 $9.63M 0.23% -9,538 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,558 shares; 2024Q4: 98,659 shares; 2025Q1: 97,006 shares; 2025Q2: 97,408 shares; 2025Q3: 99,763 shares; 2025Q4: 99,272 shares 99,272 $9.53M 0.23% -491 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: 164,540 shares; 2024Q4: 163,768 shares; 2025Q1: 161,327 shares; 2025Q2: 76,484 shares; 2025Q3: 84,221 shares; 2025Q4: 82,506 shares 82,506 $9.39M 0.22% -1,715 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: 57,945 shares; 2024Q4: 58,124 shares; 2025Q1: 58,975 shares; 2025Q2: 59,789 shares; 2025Q3: 70,424 shares; 2025Q4: 72,828 shares 72,828 $9.12M 0.22% +2,404 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 139,875 shares; 2025Q1: 156,309 shares; 2025Q2: 201,452 shares; 2025Q3: 196,320 shares; 2025Q4: 185,564 shares 185,564 $9.1M 0.22% -10,756 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: 238,173 shares; 2024Q4: 226,536 shares; 2025Q1: 266,476 shares; 2025Q2: 265,903 shares; 2025Q3: 243,212 shares; 2025Q4: 230,599 shares 230,599 $8.85M 0.21% -12,613 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40,096 shares; 2025Q3: 38,961 shares; 2025Q4: 38,535 shares 38,535 $8.66M 0.21% -426 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: 44,601 shares; 2024Q4: 43,644 shares; 2025Q1: 42,834 shares; 2025Q2: 41,808 shares; 2025Q3: 45,478 shares; 2025Q4: 45,224 shares 45,224 $8.29M 0.2% -254 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: 137,058 shares; 2024Q4: 140,541 shares; 2025Q1: 142,173 shares; 2025Q2: 148,406 shares; 2025Q3: 138,116 shares; 2025Q4: 81,943 shares 81,943 $8.27M 0.2% -56,173 Timeline HYG 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: 50,869 shares; 2024Q4: 53,762 shares; 2025Q1: 59,384 shares; 2025Q2: 30,679 shares; 2025Q3: 32,605 shares; 2025Q4: 101,877 shares 101,877 $8.21M 0.2% +69,272 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: 15,270 shares; 2024Q4: 15,978 shares; 2025Q1: 16,481 shares; 2025Q2: 17,445 shares; 2025Q3: 17,358 shares; 2025Q4: 16,936 shares 16,936 $8.19M 0.2% -422 Timeline XYL XYLEM INC More: the full row for XYLEM 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: 109,630 shares; 2025Q2: 75,619 shares; 2025Q3: 65,443 shares; 2025Q4: 60,057 shares 60,057 $8.18M 0.2% -5,386 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,319 shares; 2024Q4: 76,350 shares; 2025Q1: 76,359 shares; 2025Q2: 76,373 shares; 2025Q3: 76,382 shares; 2025Q4: 123,023 shares 123,023 $8.05M 0.19% +46,641 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: 2,390 shares; 2024Q4: 14,390 shares; 2025Q1: 15,999 shares; 2025Q2: 16,143 shares; 2025Q3: 14,534 shares; 2025Q4: 13,787 shares 13,787 $7.99M 0.19% -747 Timeline KCE 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: 53,775 shares; 2025Q3: 52,309 shares; 2025Q4: 50,465 shares 50,465 $7.57M 0.18% -1,844 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: 9,594 shares; 2024Q4: 9,529 shares; 2025Q1: 9,441 shares; 2025Q2: 11,056 shares; 2025Q3: 11,886 shares; 2025Q4: 11,513 shares 11,513 $7.22M 0.17% -373 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: 4,073 shares; 2024Q4: 4,152 shares; 2025Q1: 4,338 shares; 2025Q2: 4,659 shares; 2025Q3: 6,210 shares; 2025Q4: 6,682 shares 6,682 $7.18M 0.17% +472 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177,510 shares; 2024Q4: 296,720 shares; 2025Q1: 297,339 shares; 2025Q2: 312,439 shares; 2025Q3: 301,098 shares; 2025Q4: 297,338 shares 297,338 $7.15M 0.17% -3,760 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: 146,488 shares; 2024Q4: 102,845 shares; 2025Q1: 150,332 shares; 2025Q2: 101,667 shares; 2025Q3: 87,275 shares; 2025Q4: 110,394 shares 110,394 $7.03M 0.17% +23,119 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS 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: 127,420 shares; 2025Q3: 125,514 shares; 2025Q4: 120,040 shares 120,040 $7.03M 0.17% -5,474 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: 1,525 shares; 2024Q4: 1,533 shares; 2025Q1: 1,535 shares; 2025Q2: 1,543 shares; 2025Q3: 5,236 shares; 2025Q4: 7,535 shares 7,535 $6.94M 0.17% +2,299 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,887 shares; 2024Q4: 141,373 shares; 2025Q1: 142,962 shares; 2025Q2: 140,390 shares; 2025Q3: 125,456 shares; 2025Q4: 114,624 shares 114,624 $6.69M 0.16% -10,832 Timeline RSPC INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 170,134 shares; 2025Q3: 166,691 shares; 2025Q4: 162,834 shares 162,834 $6.49M 0.15% -3,857 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: 15,923 shares; 2024Q4: 15,988 shares; 2025Q1: 15,939 shares; 2025Q2: 16,080 shares; 2025Q3: 20,085 shares; 2025Q4: 21,735 shares 21,735 $6.44M 0.15% +1,650 Timeline AME AMETEK INC More: the full row for AMETEK 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: 30,898 shares 30,898 $6.34M 0.15% new Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,467 shares; 2024Q4: 25,613 shares; 2025Q1: 59,334 shares; 2025Q2: 41,024 shares; 2025Q3: 35,297 shares; 2025Q4: 33,844 shares 33,844 $5.96M 0.14% -1,453 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: 144,321 shares; 2024Q4: 99,744 shares; 2025Q1: 97,707 shares; 2025Q2: 91,784 shares; 2025Q3: 97,091 shares; 2025Q4: 95,183 shares 95,183 $5.95M 0.14% -1,908 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: 13,902 shares; 2024Q4: 13,981 shares; 2025Q1: 13,781 shares; 2025Q2: 13,679 shares; 2025Q3: 17,421 shares; 2025Q4: 18,998 shares 18,998 $5.85M 0.14% +1,577 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: 11,666 shares; 2024Q4: 11,726 shares; 2025Q1: 11,697 shares; 2025Q2: 11,889 shares; 2025Q3: 9,588 shares; 2025Q4: 9,697 shares 9,697 $5.54M 0.13% +109 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: 7,318 shares; 2024Q4: 6,721 shares; 2025Q1: 5,426 shares; 2025Q2: 5,079 shares; 2025Q3: 9,826 shares; 2025Q4: 11,941 shares 11,941 $5.37M 0.13% +2,115 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: 5,787 shares; 2024Q4: 5,842 shares; 2025Q1: 6,013 shares; 2025Q2: 6,209 shares; 2025Q3: 35,178 shares; 2025Q4: 44,301 shares 44,301 $5.14M 0.12% +9,123 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,092 shares; 2024Q4: 78,352 shares; 2025Q1: 78,259 shares; 2025Q2: 78,057 shares; 2025Q3: 77,256 shares; 2025Q4: 77,732 shares 77,732 $5.09M 0.12% +476 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: 105,941 shares; 2024Q4: 103,680 shares; 2025Q1: 106,953 shares; 2025Q2: 125,356 shares; 2025Q3: 113,752 shares; 2025Q4: 99,620 shares 99,620 $5.07M 0.12% -14,132 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: 32,666 shares; 2024Q4: 33,151 shares; 2025Q1: 33,285 shares; 2025Q2: 34,825 shares; 2025Q3: 34,875 shares; 2025Q4: 35,183 shares 35,183 $5.04M 0.12% +308 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: 12,111 shares; 2024Q4: 12,037 shares; 2025Q1: 11,970 shares; 2025Q2: 12,585 shares; 2025Q3: 15,152 shares; 2025Q4: 16,357 shares 16,357 $5M 0.12% +1,205 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC 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: 49,468 shares; 2025Q2: 50,219 shares; 2025Q3: 41,535 shares; 2025Q4: 36,406 shares 36,406 $4.96M 0.12% -5,129 Timeline FSTA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 98,759 shares 98,759 $4.86M 0.12% new Timeline WDAY WORKDAY INC More: the full row for WORKDAY 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: 29,245 shares; 2025Q3: 25,902 shares; 2025Q4: 22,596 shares 22,596 $4.85M 0.12% -3,306 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER 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: 22,615 shares 22,615 $4.66M 0.11% new Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,143 shares; 2024Q4: 15,179 shares; 2025Q1: 15,005 shares; 2025Q2: 15,524 shares; 2025Q3: 15,547 shares; 2025Q4: 15,275 shares 15,275 $4.61M 0.11% -272 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,010 shares; 2024Q4: 29,890 shares; 2025Q1: 30,084 shares; 2025Q2: 31,004 shares; 2025Q3: 31,088 shares; 2025Q4: 32,162 shares 32,162 $4.48M 0.11% +1,074 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: 81,660 shares; 2024Q4: 84,537 shares; 2025Q1: 93,096 shares; 2025Q2: 96,626 shares; 2025Q3: 93,247 shares; 2025Q4: 64,951 shares 64,951 $4.42M 0.11% -28,296 Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,959 shares; 2025Q3: 47,687 shares; 2025Q4: 42,882 shares 42,882 $4.38M 0.1% -4,805 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: 15,055 shares; 2024Q4: 16,298 shares; 2025Q1: 16,805 shares; 2025Q2: 20,334 shares; 2025Q3: 33,336 shares; 2025Q4: 38,577 shares 38,577 $4.3M 0.1% +5,241 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 216,505 shares; 2024Q4: 211,247 shares; 2025Q1: 207,442 shares; 2025Q2: 199,832 shares; 2025Q3: 174,358 shares; 2025Q4: 49,583 shares 49,583 $4.28M 0.1% -124,775 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: 197,057 shares; 2024Q4: 194,212 shares; 2025Q1: 215,880 shares; 2025Q2: 198,045 shares; 2025Q3: 194,565 shares; 2025Q4: 138,182 shares 138,182 $4.13M 0.1% -56,383 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,842 shares; 2024Q4: 3,086 shares; 2025Q1: 3,294 shares; 2025Q2: 3,732 shares; 2025Q3: 4,284 shares; 2025Q4: 51,217 shares 51,217 $4.11M 0.1% +46,933 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,456 shares; 2024Q4: 58,720 shares; 2025Q1: 57,951 shares; 2025Q2: 55,861 shares; 2025Q3: 21,504 shares; 2025Q4: 19,274 shares 19,274 $4.01M 0.1% -2,230 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 59,264 shares; 2025Q2: 68,879 shares; 2025Q3: 66,468 shares; 2025Q4: 39,544 shares 39,544 $3.99M 0.1% -26,924 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: 23,853 shares; 2024Q4: 23,988 shares; 2025Q1: 23,505 shares; 2025Q2: 23,448 shares; 2025Q3: 23,470 shares; 2025Q4: 74,634 shares 74,634 $3.98M 0.1% +51,164 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: 6,340 shares; 2024Q4: 5,977 shares; 2025Q1: 5,796 shares; 2025Q2: 6,950 shares; 2025Q3: 6,390 shares; 2025Q4: 6,459 shares 6,459 $3.97M 0.09% +69 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN 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: 45,026 shares; 2025Q3: 40,016 shares; 2025Q4: 25,346 shares 25,346 $3.96M 0.09% -14,670 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,343 shares; 2024Q4: 7,465 shares; 2025Q1: 7,639 shares; 2025Q2: 7,700 shares; 2025Q3: 8,008 shares; 2025Q4: 8,170 shares 8,170 $3.93M 0.09% +162 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: 22,196 shares; 2024Q4: 22,849 shares; 2025Q1: 30,280 shares; 2025Q2: 30,164 shares; 2025Q3: 31,237 shares; 2025Q4: 22,520 shares 22,520 $3.91M 0.09% -8,717 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: not reported; 2024Q4: 2,401 shares; 2025Q1: not reported; 2025Q2: 14,874 shares; 2025Q3: 14,241 shares; 2025Q4: 13,065 shares 13,065 $3.9M 0.09% -1,176 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,497,020 shares; 2024Q4: 9,792,889 shares; 2025Q1: 10,228,132 shares; 2025Q2: 169,224 shares; 2025Q3: 174,373 shares; 2025Q4: 179,926 shares 179,926 $3.78M 0.09% +5,553 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,452 shares; 2024Q4: 35,376 shares; 2025Q1: 17,587 shares; 2025Q2: 16,609 shares; 2025Q3: 31,258 shares; 2025Q4: 37,438 shares 37,438 $3.74M 0.09% +6,180 Timeline CGW INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 60,004 shares; 2025Q3: 58,209 shares; 2025Q4: 58,662 shares 58,662 $3.7M 0.09% +453 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: 6,403 shares; 2024Q4: 6,590 shares; 2025Q1: 6,581 shares; 2025Q2: 7,453 shares; 2025Q3: 9,593 shares; 2025Q4: 10,543 shares 10,543 $3.63M 0.09% +950 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: 31,678 shares; 2024Q4: 32,378 shares; 2025Q1: 32,010 shares; 2025Q2: 33,997 shares; 2025Q3: 38,932 shares; 2025Q4: 38,502 shares 38,502 $3.59M 0.09% -430 Timeline SPEM 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: 83,050 shares; 2024Q4: 82,154 shares; 2025Q1: 76,396 shares; 2025Q2: 77,536 shares; 2025Q3: 77,354 shares; 2025Q4: 76,367 shares 76,367 $3.57M 0.09% -987 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: 64,747 shares; 2024Q4: 64,912 shares; 2025Q1: 63,533 shares; 2025Q2: 68,549 shares; 2025Q3: 74,083 shares; 2025Q4: 66,421 shares 66,421 $3.57M 0.09% -7,662 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: 4,445 shares; 2024Q4: 4,396 shares; 2025Q1: 4,398 shares; 2025Q2: 4,404 shares; 2025Q3: 4,411 shares; 2025Q4: 12,329 shares 12,329 $3.54M 0.08% +7,918 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,295 shares; 2024Q4: 6,410 shares; 2025Q1: 6,548 shares; 2025Q2: 6,554 shares; 2025Q3: 7,623 shares; 2025Q4: 7,321 shares 7,321 $3.46M 0.08% -302 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: 1,371 shares; 2024Q4: 1,409 shares; 2025Q1: 1,442 shares; 2025Q2: 2,111 shares; 2025Q3: 3,671 shares; 2025Q4: 3,952 shares 3,952 $3.41M 0.08% +281 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: 3,825 shares; 2024Q4: 3,488 shares; 2025Q1: 3,478 shares; 2025Q2: 3,513 shares; 2025Q3: 4,710 shares; 2025Q4: 5,140 shares 5,140 $3.36M 0.08% +430 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,176 shares; 2024Q4: 7,255 shares; 2025Q1: 7,269 shares; 2025Q2: 7,271 shares; 2025Q3: 11,457 shares; 2025Q4: 12,871 shares 12,871 $3.33M 0.08% +1,414 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: 797 shares; 2024Q4: 787 shares; 2025Q1: 872 shares; 2025Q2: 1,164 shares; 2025Q3: 3,100 shares; 2025Q4: 7,053 shares 7,053 $3.31M 0.08% +3,953 Timeline SPSM 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: 77,529 shares; 2024Q4: 78,739 shares; 2025Q1: 76,381 shares; 2025Q2: 71,061 shares; 2025Q3: 70,516 shares; 2025Q4: 70,515 shares 70,515 $3.3M 0.08% -1 Timeline IYT 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: 32,703 shares; 2025Q1: not reported; 2025Q2: 51,487 shares; 2025Q3: 49,008 shares; 2025Q4: 44,163 shares 44,163 $3.29M 0.08% -4,845 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: 3,893 shares; 2024Q4: 3,927 shares; 2025Q1: 3,918 shares; 2025Q2: 3,906 shares; 2025Q3: 3,950 shares; 2025Q4: 3,699 shares 3,699 $3.25M 0.08% -251 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,637 shares; 2024Q4: 16,767 shares; 2025Q1: 21,285 shares; 2025Q2: 22,687 shares; 2025Q3: 22,563 shares; 2025Q4: 22,552 shares 22,552 $3.24M 0.08% -11 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,689 shares; 2024Q4: 6,131 shares; 2025Q1: 19,513 shares; 2025Q2: 28,907 shares; 2025Q3: 45,767 shares; 2025Q4: 46,429 shares 46,429 $3.22M 0.08% +662 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: 9,023 shares; 2024Q4: 9,148 shares; 2025Q1: 9,187 shares; 2025Q2: 9,581 shares; 2025Q3: 17,193 shares; 2025Q4: 19,714 shares 19,714 $3.16M 0.08% +2,521 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: 7,347 shares; 2024Q4: 7,390 shares; 2025Q1: 7,522 shares; 2025Q2: 7,685 shares; 2025Q3: 7,701 shares; 2025Q4: 13,300 shares 13,300 $3.04M 0.07% +5,599 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: 1,319 shares; 2024Q4: 1,323 shares; 2025Q1: 1,325 shares; 2025Q2: 3,552 shares; 2025Q3: 3,542 shares; 2025Q4: 4,026 shares 4,026 $3.03M 0.07% +484 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: 58,820 shares; 2024Q4: 58,813 shares; 2025Q1: 58,407 shares; 2025Q2: 55,796 shares; 2025Q3: 54,950 shares; 2025Q4: 55,424 shares 55,424 $3.03M 0.07% +474 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 62,138 shares; 2025Q1: 59,949 shares; 2025Q2: 59,703 shares; 2025Q3: 57,700 shares; 2025Q4: 56,802 shares 56,802 $3M 0.07% -898 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: 9,794 shares; 2024Q4: 9,902 shares; 2025Q1: 10,214 shares; 2025Q2: 10,632 shares; 2025Q3: 17,344 shares; 2025Q4: 19,452 shares 19,452 $2.99M 0.07% +2,108 Timeline FCOM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,238 shares; 2025Q1: not reported; 2025Q2: 21,192 shares; 2025Q3: 21,201 shares; 2025Q4: 40,366 shares 40,366 $2.96M 0.07% +19,165 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,600 shares; 2025Q1: 31,277 shares; 2025Q2: 26,539 shares; 2025Q3: 25,911 shares; 2025Q4: 21,307 shares 21,307 $2.94M 0.07% -4,604 Timeline LRGF 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: 47,588 shares; 2024Q4: 43,913 shares; 2025Q1: 43,421 shares; 2025Q2: 42,585 shares; 2025Q3: 42,546 shares; 2025Q4: 42,316 shares 42,316 $2.94M 0.07% -230 Timeline IBB 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: 26,182 shares; 2025Q1: not reported; 2025Q2: 18,163 shares; 2025Q3: 17,752 shares; 2025Q4: 17,386 shares 17,386 $2.93M 0.07% -366 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,702 shares; 2024Q4: 4,473 shares; 2025Q1: 4,502 shares; 2025Q2: 4,468 shares; 2025Q3: 4,401 shares; 2025Q4: 4,317 shares 4,317 $2.92M 0.07% -84 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: 7,992 shares; 2024Q4: 12,943 shares; 2025Q1: 8,562 shares; 2025Q2: 8,462 shares; 2025Q3: 24,409 shares; 2025Q4: 30,208 shares 30,208 $2.88M 0.07% +5,799 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,846 shares; 2024Q4: 9,701 shares; 2025Q1: 9,972 shares; 2025Q2: 10,291 shares; 2025Q3: 8,715 shares; 2025Q4: 8,486 shares 8,486 $2.85M 0.07% -229 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: 3,190 shares; 2024Q4: 3,354 shares; 2025Q1: 3,351 shares; 2025Q2: 3,318 shares; 2025Q3: 3,483 shares; 2025Q4: 4,940 shares 4,940 $2.83M 0.07% +1,457 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: 33,078 shares; 2024Q4: 33,176 shares; 2025Q1: 33,273 shares; 2025Q2: 33,674 shares; 2025Q3: 29,770 shares; 2025Q4: 29,860 shares 29,860 $2.81M 0.07% +90 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,923 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 60,455 shares 60,455 $2.77M 0.07% new 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: 21,317 shares; 2024Q4: 21,658 shares; 2025Q1: 20,709 shares; 2025Q2: 24,192 shares; 2025Q3: 26,919 shares; 2025Q4: 26,323 shares 26,323 $2.77M 0.07% -596 Timeline ESGD 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: 27,794 shares; 2024Q4: 6,850 shares; 2025Q1: 16,453 shares; 2025Q2: 26,165 shares; 2025Q3: 26,585 shares; 2025Q4: 28,333 shares 28,333 $2.69M 0.06% +1,748 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,957 shares; 2024Q4: 12,204 shares; 2025Q1: 12,283 shares; 2025Q2: 13,546 shares; 2025Q3: 17,815 shares; 2025Q4: 13,747 shares 13,747 $2.68M 0.06% -4,068 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: 10,881 shares; 2024Q4: 10,766 shares; 2025Q1: 10,988 shares; 2025Q2: 11,397 shares; 2025Q3: 11,526 shares; 2025Q4: 12,129 shares 12,129 $2.67M 0.06% +603 Timeline IWN 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: 16,773 shares; 2024Q4: 16,908 shares; 2025Q1: 16,792 shares; 2025Q2: 15,483 shares; 2025Q3: 15,759 shares; 2025Q4: 14,412 shares 14,412 $2.61M 0.06% -1,347 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,673 shares; 2024Q4: 83,104 shares; 2025Q1: 78,039 shares; 2025Q2: 82,336 shares; 2025Q3: 81,181 shares; 2025Q4: 78,705 shares 78,705 $2.58M 0.06% -2,476 Timeline KXI 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: 38,526 shares 38,526 $2.49M 0.06% new Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,900 shares; 2024Q4: 9,895 shares; 2025Q1: 11,225 shares; 2025Q2: 11,270 shares; 2025Q3: 11,789 shares; 2025Q4: 11,804 shares 11,804 $2.48M 0.06% +15 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: 133,788 shares; 2024Q4: 137,697 shares; 2025Q1: 50,961 shares; 2025Q2: 47,493 shares; 2025Q3: 36,608 shares; 2025Q4: 30,190 shares 30,190 $2.47M 0.06% -6,418 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: 9,427 shares; 2024Q4: 9,459 shares; 2025Q1: 9,792 shares; 2025Q2: 10,224 shares; 2025Q3: 10,275 shares; 2025Q4: 9,879 shares 9,879 $2.43M 0.06% -396 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,086 shares; 2025Q2: 3,408 shares; 2025Q3: 11,143 shares; 2025Q4: 13,527 shares 13,527 $2.4M 0.06% +2,384 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: 22,589 shares; 2024Q4: 22,823 shares; 2025Q1: 23,005 shares; 2025Q2: 3,285 shares; 2025Q3: 6,111 shares; 2025Q4: 7,171 shares 7,171 $2.37M 0.06% +1,060 Timeline ESML 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: 48,872 shares; 2024Q4: 48,443 shares; 2025Q1: 29,917 shares; 2025Q2: 29,999 shares; 2025Q3: 48,342 shares; 2025Q4: 51,299 shares 51,299 $2.36M 0.06% +2,957 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,137 shares; 2024Q4: 3,393 shares; 2025Q1: 3,263 shares; 2025Q2: 3,522 shares; 2025Q3: 15,047 shares; 2025Q4: 19,385 shares 19,385 $2.32M 0.06% +4,338 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,455 shares; 2024Q4: 14,516 shares; 2025Q1: 14,588 shares; 2025Q2: 13,905 shares; 2025Q3: 13,962 shares; 2025Q4: 12,661 shares 12,661 $2.25M 0.05% -1,301 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,239 shares; 2024Q4: 8,277 shares; 2025Q1: 8,343 shares; 2025Q2: 8,685 shares; 2025Q3: 8,767 shares; 2025Q4: 6,367 shares 6,367 $2.24M 0.05% -2,400 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,055 shares; 2025Q4: 10,844 shares 10,844 $2.22M 0.05% +2,789 Timeline IEO 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: 33,220 shares; 2024Q4: 33,316 shares; 2025Q1: 33,281 shares; 2025Q2: 27,390 shares; 2025Q3: 26,878 shares; 2025Q4: 24,847 shares 24,847 $2.22M 0.05% -2,031 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: 4,246 shares; 2024Q4: 4,276 shares; 2025Q1: 4,187 shares; 2025Q2: 4,932 shares; 2025Q3: 4,947 shares; 2025Q4: 5,479 shares 5,479 $2.17M 0.05% +532 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,731 shares; 2025Q3: 9,182 shares; 2025Q4: 11,658 shares 11,658 $2.16M 0.05% +2,476 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: not reported; 2025Q3: 17,164 shares; 2025Q4: 23,158 shares 23,158 $2.11M 0.05% +5,994 Timeline IGM 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: 16,295 shares 16,295 $2.1M 0.05% 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: 345 shares; 2024Q4: 362 shares; 2025Q1: 376 shares; 2025Q2: 447 shares; 2025Q3: 3,060 shares; 2025Q4: 22,194 shares 22,194 $2.08M 0.05% +19,134 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,356 shares; 2025Q4: 11,976 shares 11,976 $2.05M 0.05% +2,620 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,563 shares; 2024Q4: 18,466 shares; 2025Q1: 18,612 shares; 2025Q2: 25,025 shares; 2025Q3: 30,738 shares; 2025Q4: 27,450 shares 27,450 $2.03M 0.05% -3,288 Timeline XSD 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: 6,936 shares; 2025Q3: 6,607 shares; 2025Q4: 6,270 shares 6,270 $2.02M 0.05% -337 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,984 shares; 2024Q4: 84,700 shares; 2025Q1: 79,807 shares; 2025Q2: 59,631 shares; 2025Q3: 58,958 shares; 2025Q4: 52,419 shares 52,419 $1.93M 0.05% -6,539 Timeline IHE 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: 14,715 shares; 2025Q1: not reported; 2025Q2: 22,396 shares; 2025Q3: 21,500 shares; 2025Q4: 22,429 shares 22,429 $1.9M 0.05% +929 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,440 shares; 2024Q4: 1,452 shares; 2025Q1: 1,514 shares; 2025Q2: 1,525 shares; 2025Q3: 4,296 shares; 2025Q4: 5,296 shares 5,296 $1.87M 0.04% +1,000 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,142 shares; 2024Q4: 8,751 shares; 2025Q1: 8,899 shares; 2025Q2: 9,614 shares; 2025Q3: 10,193 shares; 2025Q4: 9,692 shares 9,692 $1.85M 0.04% -501 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: 141,688 shares; 2024Q4: 128,433 shares; 2025Q1: 150,842 shares; 2025Q2: 122,892 shares; 2025Q3: 117,338 shares; 2025Q4: 18,603 shares 18,603 $1.85M 0.04% -98,735 Timeline FXG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,562 shares; 2025Q3: 22,144 shares; 2025Q4: 30,359 shares 30,359 $1.84M 0.04% +8,215 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: 471 shares; 2025Q2: 653 shares; 2025Q3: 3,027 shares; 2025Q4: 3,953 shares 3,953 $1.84M 0.04% +926 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: 7,079 shares; 2024Q4: 7,385 shares; 2025Q1: 6,987 shares; 2025Q2: 7,882 shares; 2025Q3: 7,884 shares; 2025Q4: 7,924 shares 7,924 $1.83M 0.04% +40 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: 5,221 shares; 2024Q4: 5,472 shares; 2025Q1: 5,517 shares; 2025Q2: 6,305 shares; 2025Q3: 9,614 shares; 2025Q4: 11,211 shares 11,211 $1.8M 0.04% +1,597 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,286 shares; 2024Q4: 11,304 shares; 2025Q1: 11,318 shares; 2025Q2: 11,321 shares; 2025Q3: 11,321 shares; 2025Q4: 11,317 shares 11,317 $1.69M 0.04% -4 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,757 shares 5,757 $1.66M 0.04% 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: 4,160 shares; 2025Q4: 21,510 shares 21,510 $1.65M 0.04% +17,350 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,315 shares; 2024Q4: 9,071 shares; 2025Q1: 8,936 shares; 2025Q2: 8,829 shares; 2025Q3: 8,804 shares; 2025Q4: 8,883 shares 8,883 $1.65M 0.04% +79 Timeline VDC 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: 16,566 shares; 2025Q1: not reported; 2025Q2: 12,190 shares; 2025Q3: 11,082 shares; 2025Q4: 7,777 shares 7,777 $1.64M 0.04% -3,305 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: 22,471 shares; 2024Q4: 23,392 shares; 2025Q1: 23,577 shares; 2025Q2: 26,140 shares; 2025Q3: 25,187 shares; 2025Q4: 22,539 shares 22,539 $1.58M 0.04% -2,648 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: 3,092 shares; 2024Q4: 3,867 shares; 2025Q1: 3,012 shares; 2025Q2: 3,548 shares; 2025Q3: 7,178 shares; 2025Q4: 7,246 shares 7,246 $1.57M 0.04% +68 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,448 shares; 2024Q4: 7,415 shares; 2025Q1: 7,335 shares; 2025Q2: 6,758 shares; 2025Q3: 6,752 shares; 2025Q4: 6,460 shares 6,460 $1.56M 0.04% -292 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 270,353 shares; 2024Q4: 10,041 shares; 2025Q1: 9,018 shares; 2025Q2: 9,537 shares; 2025Q3: 17,136 shares; 2025Q4: 19,628 shares 19,628 $1.56M 0.04% +2,492 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,825 shares; 2025Q4: 18,891 shares 18,891 $1.54M 0.04% +5,066 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: 6,932 shares; 2024Q4: 7,519 shares; 2025Q1: 7,464 shares; 2025Q2: 8,387 shares; 2025Q3: 8,102 shares; 2025Q4: 7,865 shares 7,865 $1.53M 0.04% -237 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: 4 shares; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 2 shares 2 $1.51M 0.04% -2 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,238 shares; 2024Q4: 70,596 shares; 2025Q1: 67,261 shares; 2025Q2: 53,170 shares; 2025Q3: 51,850 shares; 2025Q4: 52,022 shares 52,022 $1.48M 0.04% +172 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: 10,772 shares; 2024Q4: 14,954 shares; 2025Q1: 14,070 shares; 2025Q2: 17,392 shares; 2025Q3: 17,615 shares; 2025Q4: 18,377 shares 18,377 $1.48M 0.04% +762 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,313 shares; 2025Q3: 8,454 shares; 2025Q4: 10,834 shares 10,834 $1.46M 0.03% +2,380 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,668 shares; 2024Q4: 27,855 shares; 2025Q1: 28,338 shares; 2025Q2: 28,338 shares; 2025Q3: 25,925 shares; 2025Q4: 21,076 shares 21,076 $1.44M 0.03% -4,849 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH 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: 5,192 shares; 2025Q4: 6,777 shares 6,777 $1.39M 0.03% +1,585 Timeline LEA LEAR CORP More: the full row for LEAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,314 shares; 2024Q4: 46,898 shares; 2025Q1: 78,917 shares; 2025Q2: 14,202 shares; 2025Q3: 13,293 shares; 2025Q4: 11,889 shares 11,889 $1.36M 0.03% -1,404 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: 16,947 shares; 2024Q4: 16,241 shares; 2025Q1: 9,343 shares; 2025Q2: 9,508 shares; 2025Q3: 10,188 shares; 2025Q4: 10,224 shares 10,224 $1.36M 0.03% +36 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,858 shares; 2024Q4: 2,275 shares; 2025Q1: 2,221 shares; 2025Q2: 2,234 shares; 2025Q3: 6,649 shares; 2025Q4: 6,670 shares 6,670 $1.34M 0.03% +21 Timeline ESGE 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: 30,955 shares; 2024Q4: 31,156 shares; 2025Q1: 19,196 shares; 2025Q2: 28,314 shares; 2025Q3: 28,482 shares; 2025Q4: 30,024 shares 30,024 $1.33M 0.03% +1,542 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: 5,441 shares; 2024Q4: 5,447 shares; 2025Q1: 5,453 shares; 2025Q2: 5,168 shares; 2025Q3: 5,247 shares; 2025Q4: 4,733 shares 4,733 $1.32M 0.03% -514 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: 33,530 shares; 2024Q4: 33,290 shares; 2025Q1: 33,292 shares; 2025Q2: 35,483 shares; 2025Q3: 52,106 shares; 2025Q4: 53,148 shares 53,148 $1.32M 0.03% +1,042 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: 12,040 shares; 2024Q4: 12,310 shares; 2025Q1: 12,529 shares; 2025Q2: 12,665 shares; 2025Q3: 13,588 shares; 2025Q4: 14,030 shares 14,030 $1.31M 0.03% +442 Timeline DVY 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: 9,060 shares; 2024Q4: 9,353 shares; 2025Q1: 9,132 shares; 2025Q2: 9,168 shares; 2025Q3: 9,201 shares; 2025Q4: 9,244 shares 9,244 $1.3M 0.03% +43 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,549 shares; 2024Q4: 31,875 shares; 2025Q1: 31,933 shares; 2025Q2: 29,652 shares; 2025Q3: 29,604 shares; 2025Q4: 30,193 shares 30,193 $1.25M 0.03% +589 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,271 shares; 2025Q4: 5,867 shares 5,867 $1.24M 0.03% +1,596 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,286 shares; 2025Q1: 3,334 shares; 2025Q2: 3,466 shares; 2025Q3: 7,582 shares; 2025Q4: 10,578 shares 10,578 $1.23M 0.03% +2,996 Timeline CTVA CORTEVA INC More: the full row for CORTEVA 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: 14,000 shares; 2025Q4: 17,680 shares 17,680 $1.19M 0.03% +3,680 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: 30,467 shares; 2024Q4: 31,275 shares; 2025Q1: 31,488 shares; 2025Q2: 31,610 shares; 2025Q3: 28,096 shares; 2025Q4: 32,318 shares 32,318 $1.17M 0.03% +4,222 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,328 shares; 2024Q4: 5,052 shares; 2025Q1: 4,424 shares; 2025Q2: 4,238 shares; 2025Q3: 4,090 shares; 2025Q4: 3,960 shares 3,960 $1.15M 0.03% -130 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57 shares; 2024Q4: 42 shares; 2025Q1: not reported; 2025Q2: 41 shares; 2025Q3: 180 shares; 2025Q4: 213 shares 213 $1.14M 0.03% +33 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: 9,136 shares; 2024Q4: 8,973 shares; 2025Q1: 9,360 shares; 2025Q2: 9,400 shares; 2025Q3: 9,452 shares; 2025Q4: 9,568 shares 9,568 $1.12M 0.03% +116 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,805 shares; 2024Q4: 35,536 shares; 2025Q1: 35,640 shares; 2025Q2: 35,743 shares; 2025Q3: 42,503 shares; 2025Q4: 42,632 shares 42,632 $1.12M 0.03% +129 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,641 shares; 2024Q4: 12,266 shares; 2025Q1: 13,017 shares; 2025Q2: 12,935 shares; 2025Q3: 12,671 shares; 2025Q4: 12,814 shares 12,814 $1.12M 0.03% +143 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE 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: 4,060 shares; 2025Q4: 5,645 shares 5,645 $1.11M 0.03% +1,585 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: not reported; 2025Q1: not reported; 2025Q2: 9,673 shares; 2025Q3: 14,994 shares; 2025Q4: 14,550 shares 14,550 $1.1M 0.03% -444 Timeline RHI ROBERT HALF INC. More: the full row for ROBERT HALF INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 261,793 shares; 2024Q4: 256,889 shares; 2025Q1: 277,775 shares; 2025Q2: 203,139 shares; 2025Q3: 194,692 shares; 2025Q4: 40,076 shares 40,076 $1.09M 0.03% -154,616 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,786 shares; 2024Q4: 6,781 shares; 2025Q1: 6,786 shares; 2025Q2: 8,340 shares; 2025Q3: 8,323 shares; 2025Q4: 8,390 shares 8,390 $1.08M 0.03% +67 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,633 shares; 2024Q4: 2,637 shares; 2025Q1: 2,633 shares; 2025Q2: 2,633 shares; 2025Q3: 2,633 shares; 2025Q4: 2,634 shares 2,634 $1.06M 0.03% +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: 8,845 shares; 2025Q4: 11,476 shares 11,476 $1.05M 0.03% +2,631 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: 34,757 shares; 2024Q4: 31,712 shares; 2025Q1: 17,912 shares; 2025Q2: 17,368 shares; 2025Q3: 16,523 shares; 2025Q4: 12,284 shares 12,284 $1.03M 0.02% -4,239 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,196 shares; 2024Q4: 12,919 shares; 2025Q1: 12,244 shares; 2025Q2: 11,736 shares; 2025Q3: 11,027 shares; 2025Q4: 9,187 shares 9,187 $1.01M 0.02% -1,840 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: 4,455 shares; 2024Q4: 4,492 shares; 2025Q1: 4,504 shares; 2025Q2: 4,531 shares; 2025Q3: 4,543 shares; 2025Q4: 2,561 shares 2,561 $997K 0.02% -1,982 Timeline VBR 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: 3,704 shares; 2024Q4: 3,750 shares; 2025Q1: 3,703 shares; 2025Q2: 3,974 shares; 2025Q3: 4,103 shares; 2025Q4: 4,681 shares 4,681 $991K 0.02% +578 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: 12,093 shares; 2024Q4: 12,503 shares; 2025Q1: 12,377 shares; 2025Q2: 12,495 shares; 2025Q3: 12,521 shares; 2025Q4: 12,494 shares 12,494 $987K 0.02% -27 Timeline UEC URANIUM ENERGY CORP More: the full row for URANIUM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,500 shares; 2024Q4: 63,500 shares; 2025Q1: 83,745 shares; 2025Q2: 83,745 shares; 2025Q3: 83,745 shares; 2025Q4: 83,745 shares 83,745 $978K 0.02% 0 Timeline EBAY EBAY INC. More: the full row for EBAY 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: 8,462 shares; 2025Q4: 11,222 shares 11,222 $977K 0.02% +2,760 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: 2,867 shares; 2024Q4: 2,787 shares; 2025Q1: 2,658 shares; 2025Q2: 2,650 shares; 2025Q3: 2,439 shares; 2025Q4: 2,355 shares 2,355 $972K 0.02% -84 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: 895 shares; 2025Q1: 886 shares; 2025Q2: 867 shares; 2025Q3: 873 shares; 2025Q4: 891 shares 891 $953K 0.02% +18 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,642 shares; 2025Q4: 2,205 shares 2,205 $931K 0.02% +563 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,489 shares; 2025Q4: 20,410 shares 20,410 $909K 0.02% +10,921 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY 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: 6,475 shares; 2025Q4: 9,530 shares 9,530 $881K 0.02% +3,055 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: not reported; 2025Q2: 4,334 shares; 2025Q3: 6,299 shares; 2025Q4: 17,610 shares 17,610 $874K 0.02% +11,311 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 433 shares; 2024Q4: 428 shares; 2025Q1: 461 shares; 2025Q2: 474 shares; 2025Q3: 476 shares; 2025Q4: 988 shares 988 $869K 0.02% +512 Timeline BLD TOPBUILD COR More: the full row for TOPBUILD COR 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: 1,465 shares; 2025Q4: 2,034 shares 2,034 $848K 0.02% +569 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,123 shares; 2024Q4: 3,252 shares; 2025Q1: 3,343 shares; 2025Q2: 3,372 shares; 2025Q3: 3,305 shares; 2025Q4: 3,264 shares 3,264 $840K 0.02% -41 Timeline VV 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: 1,628 shares; 2024Q4: 1,583 shares; 2025Q1: 1,589 shares; 2025Q2: 1,608 shares; 2025Q3: 2,140 shares; 2025Q4: 2,646 shares 2,646 $833K 0.02% +506 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,748 shares; 2025Q4: 3,759 shares 3,759 $825K 0.02% +1,011 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: 5,273 shares; 2025Q3: 4,538 shares; 2025Q4: 4,127 shares 4,127 $824K 0.02% -411 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,824 shares; 2024Q4: 4,884 shares; 2025Q1: 4,912 shares; 2025Q2: 4,908 shares; 2025Q3: 4,939 shares; 2025Q4: 5,061 shares 5,061 $823K 0.02% +122 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,565 shares; 2024Q4: 3,363 shares; 2025Q1: 3,199 shares; 2025Q2: 2,981 shares; 2025Q3: 3,006 shares; 2025Q4: 2,902 shares 2,902 $822K 0.02% -104 Timeline TRMK TRUSTMARK CORP More: the full row for TRUSTMARK 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: 20,822 shares 20,822 $811K 0.02% new Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,216 shares; 2024Q4: 3,973 shares; 2025Q1: 3,973 shares; 2025Q2: 4,345 shares; 2025Q3: 4,345 shares; 2025Q4: 4,345 shares 4,345 $806K 0.02% 0 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,404 shares; 2024Q4: 5,439 shares; 2025Q1: 5,466 shares; 2025Q2: 5,497 shares; 2025Q3: 5,526 shares; 2025Q4: 5,755 shares 5,755 $801K 0.02% +229 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,574 shares; 2025Q4: 3,522 shares 3,522 $798K 0.02% +948 Timeline OEF 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: 2,308 shares; 2024Q4: 2,354 shares; 2025Q1: 2,324 shares; 2025Q2: 2,278 shares; 2025Q3: 2,283 shares; 2025Q4: 2,290 shares 2,290 $785K 0.02% +7 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: 16,046 shares; 2024Q4: 15,939 shares; 2025Q1: 10,736 shares; 2025Q2: 10,769 shares; 2025Q3: 10,336 shares; 2025Q4: 10,568 shares 10,568 $779K 0.02% +232 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,313 shares; 2025Q4: 2,781 shares 2,781 $766K 0.02% +468 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,041 shares; 2025Q4: 2,743 shares 2,743 $765K 0.02% +702 Timeline IWR 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: 9,994 shares; 2024Q4: 10,702 shares; 2025Q1: 10,679 shares; 2025Q2: 8,284 shares; 2025Q3: 8,312 shares; 2025Q4: 7,887 shares 7,887 $759K 0.02% -425 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,661 shares; 2024Q4: 1,477 shares; 2025Q1: 1,470 shares; 2025Q2: 1,528 shares; 2025Q3: 1,525 shares; 2025Q4: 1,539 shares 1,539 $755K 0.02% +14 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,939 shares; 2025Q4: 12,461 shares 12,461 $749K 0.02% +3,522 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,564 shares; 2024Q4: 6,672 shares; 2025Q1: 6,674 shares; 2025Q2: 6,701 shares; 2025Q3: 6,707 shares; 2025Q4: 6,745 shares 6,745 $744K 0.02% +38 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: 10,817 shares; 2024Q4: 10,872 shares; 2025Q1: 9,920 shares; 2025Q2: 13,038 shares; 2025Q3: 12,783 shares; 2025Q4: 12,869 shares 12,869 $742K 0.02% +86 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,275 shares; 2024Q4: 28,748 shares; 2025Q1: 21,561 shares; 2025Q2: 21,773 shares; 2025Q3: 24,883 shares; 2025Q4: 26,883 shares 26,883 $737K 0.02% +2,000 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,989 shares; 2024Q4: 4,350 shares; 2025Q1: 4,396 shares; 2025Q2: 4,441 shares; 2025Q3: 4,469 shares; 2025Q4: 4,519 shares 4,519 $736K 0.02% +50 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,446 shares; 2024Q4: 2,541 shares; 2025Q1: 2,601 shares; 2025Q2: 2,441 shares; 2025Q3: 2,514 shares; 2025Q4: 2,530 shares 2,530 $734K 0.02% +16 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,114 shares; 2024Q4: 2,075 shares; 2025Q1: 2,115 shares; 2025Q2: 1,897 shares; 2025Q3: 1,880 shares; 2025Q4: 1,885 shares 1,885 $733K 0.02% +5 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: 56,502 shares; 2024Q4: 8,212 shares; 2025Q1: 7,175 shares; 2025Q2: 7,041 shares; 2025Q3: 7,465 shares; 2025Q4: 7,353 shares 7,353 $719K 0.02% -112 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,780 shares; 2024Q4: 12,183 shares; 2025Q1: 12,263 shares; 2025Q2: 12,320 shares; 2025Q3: 12,388 shares; 2025Q4: 12,453 shares 12,453 $707K 0.02% +65 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,235 shares 5,235 $699K 0.02% new 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: 1,867 shares; 2024Q4: 1,923 shares; 2025Q1: 1,937 shares; 2025Q2: 2,185 shares; 2025Q3: 2,204 shares; 2025Q4: 2,222 shares 2,222 $693K 0.02% +18 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,180 shares; 2025Q2: 11,802 shares; 2025Q3: 13,711 shares; 2025Q4: 13,022 shares 13,022 $682K 0.02% -689 Timeline XBI 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: 2,093 shares; 2024Q4: 2,784 shares; 2025Q1: 2,784 shares; 2025Q2: 2,784 shares; 2025Q3: 2,785 shares; 2025Q4: 5,527 shares 5,527 $674K 0.02% +2,742 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,910 shares; 2024Q4: 10,658 shares; 2025Q1: 10,841 shares; 2025Q2: 10,897 shares; 2025Q3: 10,985 shares; 2025Q4: 11,067 shares 11,067 $648K 0.02% +82 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: not reported; 2024Q4: 1,130 shares; 2025Q1: not reported; 2025Q2: 2,696 shares; 2025Q3: 2,287 shares; 2025Q4: 2,151 shares 2,151 $648K 0.02% -136 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: 4,571 shares; 2024Q4: 4,487 shares; 2025Q1: 4,622 shares; 2025Q2: 4,528 shares; 2025Q3: 4,351 shares; 2025Q4: 4,638 shares 4,638 $639K 0.02% +287 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: 2,469 shares; 2024Q4: 2,574 shares; 2025Q1: 2,535 shares; 2025Q2: 2,529 shares; 2025Q3: 2,534 shares; 2025Q4: 2,545 shares 2,545 $629K 0.02% +11 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: 9,062 shares; 2024Q4: 9,921 shares; 2025Q1: 9,398 shares; 2025Q2: 9,227 shares; 2025Q3: 9,289 shares; 2025Q4: 8,487 shares 8,487 $624K 0.01% -802 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,163 shares; 2024Q4: 11,072 shares; 2025Q1: 11,713 shares; 2025Q2: 11,758 shares; 2025Q3: 11,708 shares; 2025Q4: 11,700 shares 11,700 $618K 0.01% -8 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: 606 shares; 2024Q4: 604 shares; 2025Q1: 608 shares; 2025Q2: 728 shares; 2025Q3: 738 shares; 2025Q4: 751 shares 751 $616K 0.01% +13 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,021 shares; 2024Q4: 21,032 shares; 2025Q1: 21,860 shares; 2025Q2: 21,727 shares; 2025Q3: 20,984 shares; 2025Q4: 20,415 shares 20,415 $614K 0.01% -569 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,442 shares; 2024Q4: 1,445 shares; 2025Q1: 1,449 shares; 2025Q2: 1,445 shares; 2025Q3: 1,449 shares; 2025Q4: 999 shares 999 $603K 0.01% -450 Timeline PSI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,553 shares; 2025Q3: 7,937 shares; 2025Q4: 7,207 shares 7,207 $568K 0.01% -730 Timeline SKIN SKINHEALTH SYSTEMS INC More: the full row for SKINHEALTH SYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 219,761 shares; 2024Q4: 219,761 shares; 2025Q1: 219,761 shares; 2025Q2: 406,987 shares; 2025Q3: 406,987 shares; 2025Q4: 406,987 shares 406,987 $566K 0.01% 0 Timeline SUB 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: 5,610 shares; 2024Q4: 5,203 shares; 2025Q1: 4,988 shares; 2025Q2: 547,610 shares; 2025Q3: 5,753 shares; 2025Q4: 5,264 shares 5,264 $562K 0.01% -489 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,697 shares; 2024Q4: 4,743 shares; 2025Q1: 4,626 shares; 2025Q2: 11,646 shares; 2025Q3: 12,374 shares; 2025Q4: 11,912 shares 11,912 $548K 0.01% -462 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,162 shares; 2024Q4: 3,190 shares; 2025Q1: 3,199 shares; 2025Q2: 3,209 shares; 2025Q3: 4,691 shares; 2025Q4: 3,611 shares 3,611 $537K 0.01% -1,080 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,962 shares; 2024Q4: 7,945 shares; 2025Q1: 7,774 shares; 2025Q2: 8,108 shares; 2025Q3: 8,091 shares; 2025Q4: 7,977 shares 7,977 $536K 0.01% -114 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,979 shares; 2024Q4: 2,982 shares; 2025Q1: 2,984 shares; 2025Q2: 2,987 shares; 2025Q3: 3,908 shares; 2025Q4: 3,912 shares 3,912 $536K 0.01% +4 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,201 shares; 2025Q4: 7,825 shares 7,825 $525K 0.01% -376 Timeline ESGU 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: 3,598 shares; 2024Q4: 3,594 shares; 2025Q1: 3,583 shares; 2025Q2: 3,555 shares; 2025Q3: 3,534 shares; 2025Q4: 3,515 shares 3,515 $524K 0.01% -19 Timeline SMHX 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: 13,666 shares; 2025Q3: 13,634 shares; 2025Q4: 13,637 shares 13,637 $519K 0.01% +3 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,716 shares; 2025Q1: 2,126 shares; 2025Q2: 2,893 shares; 2025Q3: 2,771 shares; 2025Q4: 2,875 shares 2,875 $510K 0.01% +104 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: 13,100 shares; 2024Q4: 13,520 shares; 2025Q1: 14,113 shares; 2025Q2: 13,909 shares; 2025Q3: 14,757 shares; 2025Q4: 15,894 shares 15,894 $510K 0.01% +1,137 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,728 shares; 2025Q2: 2,746 shares; 2025Q3: 2,966 shares; 2025Q4: 3,000 shares 3,000 $503K 0.01% +34 Timeline PJP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,288 shares; 2025Q1: 3,492 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,804 shares 4,804 $502K 0.01% new Timeline EQT EQT CORP More: the full row for EQT 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: 7,856 shares; 2025Q4: 9,261 shares 9,261 $496K 0.01% +1,405 Timeline SOXQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,814 shares; 2025Q3: 9,653 shares; 2025Q4: 8,817 shares 8,817 $492K 0.01% -836 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: 5,096 shares; 2024Q4: 5,393 shares; 2025Q1: 5,135 shares; 2025Q2: 5,290 shares; 2025Q3: 5,238 shares; 2025Q4: 5,336 shares 5,336 $491K 0.01% +98 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,864 shares; 2024Q4: 2,677 shares; 2025Q1: 2,318 shares; 2025Q2: 2,336 shares; 2025Q3: 2,023 shares; 2025Q4: 1,867 shares 1,867 $490K 0.01% -156 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: 3,115 shares; 2024Q4: 3,138 shares; 2025Q1: 3,170 shares; 2025Q2: 3,126 shares; 2025Q3: 3,197 shares; 2025Q4: 3,200 shares 3,200 $484K 0.01% +3 Timeline EBC EASTERN BANKSHARES INC More: the full row for EASTERN BANKSHARES 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: 15,013 shares; 2025Q2: 14,846 shares; 2025Q3: 14,901 shares; 2025Q4: 26,214 shares 26,214 $483K 0.01% +11,313 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,427 shares; 2024Q4: 5,297 shares; 2025Q1: 5,337 shares; 2025Q2: 5,221 shares; 2025Q3: 5,278 shares; 2025Q4: 4,821 shares 4,821 $479K 0.01% -457 Timeline IHF 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: 8,255 shares; 2025Q1: 6,631 shares; 2025Q2: 18,350 shares; 2025Q3: 12,607 shares; 2025Q4: 9,924 shares 9,924 $476K 0.01% -2,683 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: 10,743 shares; 2024Q4: 10,542 shares; 2025Q1: 5,775 shares; 2025Q2: 5,696 shares; 2025Q3: 5,362 shares; 2025Q4: 5,844 shares 5,844 $461K 0.01% +482 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: 19,993 shares; 2024Q4: 20,101 shares; 2025Q1: 20,094 shares; 2025Q2: 9,889 shares; 2025Q3: 9,629 shares; 2025Q4: 9,667 shares 9,667 $459K 0.01% +38 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: 876 shares; 2024Q4: 916 shares; 2025Q1: 1,007 shares; 2025Q2: 1,074 shares; 2025Q3: 1,068 shares; 2025Q4: 1,070 shares 1,070 $456K 0.01% +2 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,207 shares; 2024Q4: 1,226 shares; 2025Q1: 1,228 shares; 2025Q2: 1,272 shares; 2025Q3: 1,294 shares; 2025Q4: 1,339 shares 1,339 $452K 0.01% +45 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: not reported; 2024Q4: 1,050 shares; 2025Q1: not reported; 2025Q2: 1,436 shares; 2025Q3: 1,139 shares; 2025Q4: 1,231 shares 1,231 $443K 0.01% +92 Timeline NYF 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: 8,250 shares; 2024Q4: 8,250 shares; 2025Q1: 8,250 shares; 2025Q2: 8,250 shares; 2025Q3: 8,250 shares; 2025Q4: 8,250 shares 8,250 $441K 0.01% 0 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: 5,459 shares; 2024Q4: 5,465 shares; 2025Q1: 5,471 shares; 2025Q2: 7,983 shares; 2025Q3: 7,088 shares; 2025Q4: 6,751 shares 6,751 $438K 0.01% -337 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,527 shares; 2025Q3: 2,538 shares; 2025Q4: 2,566 shares 2,566 $435K 0.01% +28 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,867 shares; 2024Q4: 2,318 shares; 2025Q1: 2,221 shares; 2025Q2: 2,224 shares; 2025Q3: 2,275 shares; 2025Q4: 2,230 shares 2,230 $434K 0.01% -45 Timeline BIZD 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: not reported; 2025Q4: 30,475 shares 30,475 $432K 0.01% new Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,633 shares; 2024Q4: 4,624 shares; 2025Q1: 4,993 shares; 2025Q2: 4,986 shares; 2025Q3: 4,903 shares; 2025Q4: 4,926 shares 4,926 $430K 0.01% +23 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: 552 shares; 2024Q4: 932 shares; 2025Q1: 731 shares; 2025Q2: 755 shares; 2025Q3: 757 shares; 2025Q4: 754 shares 754 $430K 0.01% -3 Timeline FLDR FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,029 shares; 2025Q3: 8,126 shares; 2025Q4: 8,219 shares 8,219 $413K 0.01% +93 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,345 shares; 2024Q4: 47,365 shares; 2025Q1: 2,865 shares; 2025Q2: 2,655 shares; 2025Q3: 2,120 shares; 2025Q4: 1,613 shares 1,613 $412K 0.01% -507 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,915 shares; 2024Q4: 5,977 shares; 2025Q1: 4,948 shares; 2025Q2: 4,980 shares; 2025Q3: 4,235 shares; 2025Q4: 4,662 shares 4,662 $408K 0.01% +427 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,781 shares; 2025Q4: 11,751 shares 11,751 $408K 0.01% -30 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,953 shares; 2024Q4: 8,803 shares; 2025Q1: 9,404 shares; 2025Q2: 11,915 shares; 2025Q3: 15,100 shares; 2025Q4: 14,742 shares 14,742 $401K 0.01% -358 Timeline IWY 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: 1,653 shares; 2024Q4: 1,655 shares; 2025Q1: 1,656 shares; 2025Q2: 1,658 shares; 2025Q3: 1,660 shares; 2025Q4: 1,448 shares 1,448 $401K 0.01% -212 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105 shares; 2024Q4: 108 shares; 2025Q1: 107 shares; 2025Q2: 115 shares; 2025Q3: 117 shares; 2025Q4: 118 shares 118 $399K 0.01% +1 Timeline QUAL 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: 1,612 shares; 2024Q4: 1,553 shares; 2025Q1: 1,395 shares; 2025Q2: 1,398 shares; 2025Q3: 2,523 shares; 2025Q4: 1,988 shares 1,988 $395K 0.01% -535 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,926 shares; 2024Q4: 2,930 shares; 2025Q1: 2,906 shares; 2025Q2: 3,188 shares; 2025Q3: 3,192 shares; 2025Q4: 3,199 shares 3,199 $394K 0.01% +7 Timeline XOP 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: 2,982 shares; 2025Q3: 3,000 shares; 2025Q4: 3,093 shares 3,093 $391K 0.01% +93 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: 1,231 shares; 2024Q4: 1,310 shares; 2025Q1: 1,234 shares; 2025Q2: 1,311 shares; 2025Q3: 1,272 shares; 2025Q4: 1,308 shares 1,308 $384K 0.01% +36 Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,050 shares; 2024Q4: 2,059 shares; 2025Q1: 2,069 shares; 2025Q2: 2,078 shares; 2025Q3: 2,086 shares; 2025Q4: 2,094 shares 2,094 $383K 0.01% +8 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,871 shares; 2024Q4: 13,272 shares; 2025Q1: 2,836 shares; 2025Q2: 3,353 shares; 2025Q3: 3,377 shares; 2025Q4: 3,517 shares 3,517 $377K 0.01% +140 Timeline NAK NORTHERN DYNASTY MINERALS LT More: the full row for NORTHERN DYNASTY MINERALS LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 298,950 shares; 2024Q4: 298,950 shares; 2025Q1: 298,950 shares; 2025Q2: 298,950 shares; 2025Q3: 189,750 shares; 2025Q4: 189,750 shares 189,750 $374K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,743 shares 3,743 $374K 0.01% new Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,296 shares; 2024Q4: 10,366 shares; 2025Q1: 9,620 shares; 2025Q2: 9,726 shares; 2025Q3: 9,518 shares; 2025Q4: 9,476 shares 9,476 $373K 0.01% -42 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: 13,410 shares; 2024Q4: 13,858 shares; 2025Q1: 12,771 shares; 2025Q2: 13,274 shares; 2025Q3: 13,780 shares; 2025Q4: 13,333 shares 13,333 $367K 0.01% -447 Timeline MRCY MERCURY SYS INC More: the full row for MERCURY SYS 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: 4,220 shares; 2025Q4: 4,994 shares 4,994 $365K 0.01% +774 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,635 shares; 2025Q4: 10,695 shares 10,695 $362K 0.01% +3,060 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: 1,259 shares; 2024Q4: 1,378 shares; 2025Q1: 1,253 shares; 2025Q2: 1,442 shares; 2025Q3: 1,345 shares; 2025Q4: 1,310 shares 1,310 $361K 0.01% -35 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,926 shares; 2024Q4: 1,833 shares; 2025Q1: 1,838 shares; 2025Q2: 1,899 shares; 2025Q3: 1,846 shares; 2025Q4: 1,852 shares 1,852 $359K 0.01% +6 Timeline PBDC PUTNAM ETF TRUST More: the full row for PUTNAM 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: not reported; 2025Q4: 11,700 shares 11,700 $358K 0.01% new Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,554 shares; 2024Q4: 4,879 shares; 2025Q1: 5,020 shares; 2025Q2: 5,237 shares; 2025Q3: 5,383 shares; 2025Q4: 5,612 shares 5,612 $358K 0.01% +229 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,825 shares; 2025Q1: 24,729 shares; 2025Q2: 26,600 shares; 2025Q3: 10,609 shares; 2025Q4: 10,953 shares 10,953 $357K 0.01% +344 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,260 shares; 2024Q4: 3,235 shares; 2025Q1: 3,244 shares; 2025Q2: 3,133 shares; 2025Q3: 3,162 shares; 2025Q4: 3,138 shares 3,138 $357K 0.01% -24 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: 988 shares; 2024Q4: 977 shares; 2025Q1: 971 shares; 2025Q2: 1,019 shares; 2025Q3: 1,035 shares; 2025Q4: 1,058 shares 1,058 $356K 0.01% +23 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,400,345 shares; 2024Q4: 4,637,431 shares; 2025Q1: 4,821,058 shares; 2025Q2: 10,034 shares; 2025Q3: 8,054 shares; 2025Q4: 8,243 shares 8,243 $353K 0.01% +189 Timeline INSM INSMED INC More: the full row for INSMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $348K 0.01% 0 Timeline ECBK ECB BANCORP INC More: the full row for ECB BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,000 shares; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares 20,000 $348K 0.01% 0 Timeline FOLD AMICUS THERAPEUTIC More: the full row for AMICUS THERAPEUTIC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,270 shares; 2024Q4: 24,270 shares; 2025Q1: 23,210 shares; 2025Q2: 23,927 shares; 2025Q3: 24,383 shares; 2025Q4: 24,383 shares 24,383 $347K 0.01% 0 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,963 shares; 2024Q4: 5,004 shares; 2025Q1: 4,982 shares; 2025Q2: 4,992 shares; 2025Q3: 4,999 shares; 2025Q4: 5,823 shares 5,823 $345K 0.01% +824 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,624 shares; 2025Q1: not reported; 2025Q2: 3,740 shares; 2025Q3: 3,790 shares; 2025Q4: 4,494 shares 4,494 $343K 0.01% +704 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,111 shares; 2024Q4: 4,100 shares; 2025Q1: 4,145 shares; 2025Q2: 4,208 shares; 2025Q3: 4,258 shares; 2025Q4: 4,151 shares 4,151 $340K 0.01% -107 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: 7,850 shares; 2024Q4: 8,033 shares; 2025Q1: 7,913 shares; 2025Q2: 9,000 shares; 2025Q3: 9,244 shares; 2025Q4: 9,322 shares 9,322 $338K 0.01% +78 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,366 shares; 2024Q4: 4,301 shares; 2025Q1: 4,324 shares; 2025Q2: 4,361 shares; 2025Q3: 4,242 shares; 2025Q4: 4,291 shares 4,291 $334K 0.01% +49 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 406 shares; 2025Q4: 494 shares 494 $333K 0.01% +88 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: 3,744 shares; 2024Q4: not reported; 2025Q1: 2,845 shares; 2025Q2: 2,847 shares; 2025Q3: 2,748 shares; 2025Q4: 2,751 shares 2,751 $323K 0.01% +3 Timeline CWST CASELLA WASTE SYS INC More: the full row for CASELLA WASTE SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,300 shares; 2025Q3: 3,300 shares; 2025Q4: 3,300 shares 3,300 $323K 0.01% 0 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: 963 shares; 2024Q4: 926 shares; 2025Q1: 1,076 shares; 2025Q2: 1,092 shares; 2025Q3: 1,099 shares; 2025Q4: 1,119 shares 1,119 $323K 0.01% +20 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,894 shares; 2024Q4: 2,772 shares; 2025Q1: 2,764 shares; 2025Q2: 2,802 shares; 2025Q3: 2,814 shares; 2025Q4: 2,563 shares 2,563 $323K 0.01% -251 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: 562 shares; 2024Q4: 535 shares; 2025Q1: 561 shares; 2025Q2: 591 shares; 2025Q3: 595 shares; 2025Q4: 612 shares 612 $320K 0.01% +17 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,513 shares; 2025Q4: 27,139 shares 27,139 $318K 0.01% +626 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,579 shares; 2025Q4: 2,582 shares 2,582 $314K 0.01% +3 Timeline IGSB 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: 12,237 shares; 2024Q4: 7,331 shares; 2025Q1: 6,482 shares; 2025Q2: 6,461 shares; 2025Q3: 5,613 shares; 2025Q4: 5,934 shares 5,934 $314K 0.01% +321 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,877 shares; 2024Q4: 7,752 shares; 2025Q1: 7,806 shares; 2025Q2: 8,044 shares; 2025Q3: 4,760 shares; 2025Q4: 4,635 shares 4,635 $312K 0.01% -125 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,061 shares; 2024Q4: 2,104 shares; 2025Q1: 1,579 shares; 2025Q2: 1,609 shares; 2025Q3: 1,630 shares; 2025Q4: 1,648 shares 1,648 $310K 0.01% +18 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,925 shares 2,925 $309K 0.01% new 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: 4,160 shares; 2024Q4: 3,703 shares; 2025Q1: 3,725 shares; 2025Q2: 4,002 shares; 2025Q3: 3,806 shares; 2025Q4: 3,861 shares 3,861 $308K 0.01% +55 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,421 shares; 2024Q4: 5,421 shares; 2025Q1: 5,420 shares; 2025Q2: 5,420 shares; 2025Q3: 5,420 shares; 2025Q4: 5,420 shares 5,420 $307K 0.01% 0 Timeline RSPE INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,225 shares 10,225 $305K 0.01% new Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,886 shares; 2024Q4: 2,867 shares; 2025Q1: 2,760 shares; 2025Q2: 2,722 shares; 2025Q3: 2,703 shares; 2025Q4: 2,642 shares 2,642 $301K 0.01% -61 Timeline EQX EQUINOX GOLD CORP More: the full row for EQUINOX GOLD 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: 21,400 shares; 2025Q2: 21,400 shares; 2025Q3: 21,400 shares; 2025Q4: 21,400 shares 21,400 $300K 0.01% 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: 270,252 shares; 2024Q4: 254,619 shares; 2025Q1: 10,975 shares; 2025Q2: 9,831 shares; 2025Q3: 7,966 shares; 2025Q4: 4,388 shares 4,388 $300K 0.01% -3,578 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: 2,950 shares; 2024Q4: 2,960 shares; 2025Q1: 2,971 shares; 2025Q2: 2,982 shares; 2025Q3: 3,002 shares; 2025Q4: 3,024 shares 3,024 $299K 0.01% +22 Timeline BCRX BIOCRYST PHARMACEUTICALS INC More: the full row for BIOCRYST PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,275 shares; 2024Q4: 75,275 shares; 2025Q1: 72,707 shares; 2025Q2: 53,474 shares; 2025Q3: 53,963 shares; 2025Q4: 37,952 shares 37,952 $296K 0.01% -16,011 Timeline ARWR ARROWHEAD PHARMACEUTICALS IN More: the full row for ARROWHEAD PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,440 shares 4,440 $295K 0.01% new Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,894 shares; 2024Q4: 11,057 shares; 2025Q1: 11,197 shares; 2025Q2: 11,339 shares; 2025Q3: 11,483 shares; 2025Q4: 11,622 shares 11,622 $292K 0.01% +139 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: 630 shares; 2024Q4: 649 shares; 2025Q1: 706 shares; 2025Q2: 708 shares; 2025Q3: 621 shares; 2025Q4: 636 shares 636 $288K 0.01% +15 Timeline HDSN HUDSON TECHNOLOGIES INC More: the full row for HUDSON TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,163 shares; 2024Q4: 41,163 shares; 2025Q1: 41,163 shares; 2025Q2: 41,163 shares; 2025Q3: 41,163 shares; 2025Q4: 41,163 shares 41,163 $282K 0.01% 0 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: 657 shares; 2024Q4: 1,244 shares; 2025Q1: 1,310 shares; 2025Q2: 1,817 shares; 2025Q3: 1,935 shares; 2025Q4: 1,523 shares 1,523 $281K 0.01% -412 Timeline IWB 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: 1,496 shares; 2024Q4: 1,169 shares; 2025Q1: 1,172 shares; 2025Q2: 1,245 shares; 2025Q3: 1,248 shares; 2025Q4: 751 shares 751 $280K 0.01% -497 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: 1,286 shares; 2024Q4: 1,288 shares; 2025Q1: 1,328 shares; 2025Q2: 1,472 shares; 2025Q3: 1,495 shares; 2025Q4: 1,429 shares 1,429 $277K 0.01% -66 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,138,643 shares; 2024Q4: 1,189,221 shares; 2025Q1: 1,200,224 shares; 2025Q2: 5,917 shares; 2025Q3: 5,161 shares; 2025Q4: 5,424 shares 5,424 $277K 0.01% +263 Timeline BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,188 shares; 2025Q1: 2,194 shares; 2025Q2: 2,200 shares; 2025Q3: 2,207 shares; 2025Q4: 2,214 shares 2,214 $273K 0.01% +7 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,000 shares; 2024Q4: 9,039 shares; 2025Q1: 9,046 shares; 2025Q2: 9,077 shares; 2025Q3: 9,078 shares; 2025Q4: 6,070 shares 6,070 $272K 0.01% -3,008 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL 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: 1,109 shares; 2025Q3: 1,111 shares; 2025Q4: 1,097 shares 1,097 $268K 0.01% -14 Timeline ESE ESCO TECHNOLOGIES INC More: the full row for ESCO 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: 1,159 shares; 2025Q4: 1,371 shares 1,371 $268K 0.01% +212 Timeline AXSM AXSOME THERAPEUTICS INC. More: the full row for AXSOME THERAPEUTICS 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: 1,460 shares 1,460 $267K 0.01% new Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: not reported; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares 500 $266K 0.01% 0 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 950 shares; 2025Q1: 964 shares; 2025Q2: 850 shares; 2025Q3: 750 shares; 2025Q4: 750 shares 750 $265K 0.01% 0 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,473 shares; 2025Q1: 7,688 shares; 2025Q2: 7,688 shares; 2025Q3: 7,688 shares; 2025Q4: 6,773 shares 6,773 $262K 0.01% -915 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: not reported; 2024Q4: 3,440 shares; 2025Q1: 4,030 shares; 2025Q2: 4,076 shares; 2025Q3: 4,106 shares; 2025Q4: 4,136 shares 4,136 $258K 0.01% +30 Timeline PWV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,912 shares; 2024Q4: 3,912 shares; 2025Q1: 3,871 shares; 2025Q2: 3,871 shares; 2025Q3: 3,871 shares; 2025Q4: 3,871 shares 3,871 $257K 0.01% 0 Timeline EFV 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: 3,463 shares 3,463 $247K 0.01% new Timeline ADMA ADMA BIOLOGICS INC More: the full row for ADMA BIOLOGICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,285 shares; 2024Q4: 22,812 shares; 2025Q1: 21,690 shares; 2025Q2: 13,674 shares; 2025Q3: 13,674 shares; 2025Q4: 13,447 shares 13,447 $245K 0.01% -227 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,383 shares; 2024Q4: 3,494 shares; 2025Q1: 3,474 shares; 2025Q2: 3,518 shares; 2025Q3: 3,543 shares; 2025Q4: 1,978 shares 1,978 $243K 0.01% -1,565 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,295 shares; 2025Q3: 3,387 shares; 2025Q4: 3,290 shares 3,290 $242K 0.01% -97 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,640 shares; 2024Q4: 2,651 shares; 2025Q1: 2,661 shares; 2025Q2: 2,672 shares; 2025Q3: 2,682 shares; 2025Q4: 2,692 shares 2,692 $241K 0.01% +10 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,263 shares; 2024Q4: 3,246 shares; 2025Q1: not reported; 2025Q2: 3,181 shares; 2025Q3: 3,176 shares; 2025Q4: 3,214 shares 3,214 $239K 0.01% +38 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,596 shares; 2024Q4: 1,602 shares; 2025Q1: 1,607 shares; 2025Q2: not reported; 2025Q3: 1,689 shares; 2025Q4: 1,697 shares 1,697 $239K 0.01% +8 Timeline WCLD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,824 shares; 2024Q4: 6,824 shares; 2025Q1: 6,824 shares; 2025Q2: 6,824 shares; 2025Q3: 6,824 shares; 2025Q4: 6,824 shares 6,824 $239K 0.01% 0 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL 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: 2,632 shares; 2025Q2: 2,714 shares; 2025Q3: 2,741 shares; 2025Q4: 2,789 shares 2,789 $239K 0.01% +48 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: 7,702 shares; 2024Q4: 7,703 shares; 2025Q1: not reported; 2025Q2: 3,450 shares; 2025Q3: 3,488 shares; 2025Q4: 5,195 shares 5,195 $238K 0.01% +1,707 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,340 shares; 2024Q4: 93,386 shares; 2025Q1: not reported; 2025Q2: 1,757 shares; 2025Q3: 1,729 shares; 2025Q4: 1,748 shares 1,748 $238K 0.01% +19 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: 4,777 shares; 2024Q4: 5,275 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,661 shares 4,661 $237K 0.01% new Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,860 shares; 2024Q4: not reported; 2025Q1: 3,298 shares; 2025Q2: 3,692 shares; 2025Q3: 3,672 shares; 2025Q4: 3,182 shares 3,182 $234K 0.01% -490 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: 3,661 shares; 2024Q4: 3,823 shares; 2025Q1: 3,506 shares; 2025Q2: 3,433 shares; 2025Q3: 3,153 shares; 2025Q4: 2,710 shares 2,710 $234K 0.01% -443 Timeline JTEK J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,577 shares 2,577 $232K 0.01% new 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: 1,029 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,081 shares; 2025Q4: 1,052 shares 1,052 $231K 0.01% -29 Timeline INVA INNOVIVA INC More: the full row for INNOVIVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,897 shares; 2024Q4: 11,897 shares; 2025Q1: 11,324 shares; 2025Q2: 11,324 shares; 2025Q3: 11,324 shares; 2025Q4: 11,543 shares 11,543 $231K 0.01% +219 Timeline EXC EXELON CORP More: the full row for EXELON 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: 5,051 shares; 2025Q2: 5,153 shares; 2025Q3: 5,200 shares; 2025Q4: 5,280 shares 5,280 $230K 0.01% +80 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE 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: 485 shares; 2025Q4: 492 shares 492 $230K 0.01% +7 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,345 shares; 2024Q4: 1,373 shares; 2025Q1: 1,363 shares; 2025Q2: 1,451 shares; 2025Q3: 1,482 shares; 2025Q4: 1,411 shares 1,411 $221K 0.01% -71 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,498 shares 2,498 $221K 0.01% new 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: not reported; 2025Q3: not reported; 2025Q4: 909 shares 909 $220K 0.01% new Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,530 shares; 2025Q4: 4,537 shares 4,537 $217K 0.01% +7 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: 5,831 shares; 2024Q4: 5,909 shares; 2025Q1: 4,171 shares; 2025Q2: 4,296 shares; 2025Q3: 4,407 shares; 2025Q4: 3,842 shares 3,842 $217K 0.01% -565 Timeline GFL GFL ENVIRONMENTAL INC More: the full row for GFL ENVIRONMENTAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,009 shares; 2025Q1: 5,010 shares; 2025Q2: 5,011 shares; 2025Q3: 5,021 shares; 2025Q4: 5,032 shares 5,032 $216K 0.01% +11 Timeline KBE 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: 3,484 shares; 2025Q4: 3,505 shares 3,505 $213K 0.01% +21 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,085 shares; 2025Q4: 1,035 shares 1,035 $211K 0.01% -50 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO 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: 1,832 shares 1,832 $211K 0.01% new 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: 1,119 shares; 2024Q4: not reported; 2025Q1: 1,082 shares; 2025Q2: 1,228 shares; 2025Q3: 1,209 shares; 2025Q4: 1,197 shares 1,197 $210K 0.01% -12 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 774 shares 774 $210K 0.01% new 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: 12,474 shares; 2024Q4: 13,507 shares; 2025Q1: 12,500 shares; 2025Q2: 12,514 shares; 2025Q3: 12,831 shares; 2025Q4: 12,544 shares 12,544 $207K <0.01% -287 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: 791 shares; 2024Q4: 803 shares; 2025Q1: 826 shares; 2025Q2: 840 shares; 2025Q3: 802 shares; 2025Q4: 795 shares 795 $206K <0.01% -7 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,175 shares; 2024Q4: 2,175 shares; 2025Q1: 2,164 shares; 2025Q2: 2,226 shares; 2025Q3: 2,231 shares; 2025Q4: 2,059 shares 2,059 $205K <0.01% -172 Timeline CSWC CAPITAL SOUTHWEST CORP More: the full row for CAPITAL SOUTHWEST 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: 18,599 shares; 2025Q2: 13,303 shares; 2025Q3: 12,633 shares; 2025Q4: 9,261 shares 9,261 $205K <0.01% -3,372 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 854 shares; 2024Q4: 782 shares; 2025Q1: 800 shares; 2025Q2: 815 shares; 2025Q3: 638 shares; 2025Q4: 692 shares 692 $205K <0.01% +54 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,129 shares; 2025Q3: not reported; 2025Q4: 4,481 shares 4,481 $204K <0.01% new Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,452 shares; 2024Q4: 25,414 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,347 shares 10,347 $195K <0.01% new Timeline F FORD MTR CO More: the full row for FORD MTR 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: 12,846 shares; 2025Q3: 12,866 shares; 2025Q4: 13,340 shares 13,340 $175K <0.01% +474 Timeline MSDL MORGAN STANLEY DIRECT LENDIN More: the full row for MORGAN STANLEY DIRECT LENDIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,033 shares; 2025Q1: 17,873 shares; 2025Q2: 12,928 shares; 2025Q3: not reported; 2025Q4: 10,579 shares 10,579 $174K <0.01% new Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,645 shares 13,645 $170K <0.01% new Timeline NCDL NUVEEN CHURCHILL DIRECT LEND More: the full row for NUVEEN CHURCHILL DIRECT LEND 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: 12,285 shares 12,285 $164K <0.01% new Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- 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: 10,566 shares 10,566 $152K <0.01% new Timeline TRIN TRINITY CAP INC More: the full row for TRINITY CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,221 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,206 shares 10,206 $150K <0.01% new Timeline EVN EATON VANCE MUN INCOME TR More: the full row for EATON VANCE MUN INCOME 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: 13,680 shares 13,680 $147K <0.01% new Timeline NMZ NUVEEN MUN HIGH INCOME OPPOR More: the full row for NUVEEN MUN HIGH INCOME OPPOR 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: 13,767 shares 13,767 $140K <0.01% new Timeline PML PIMCO MUN INCOME FD II More: the full row for PIMCO MUN INCOME FD 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: not reported; 2025Q4: 18,438 shares 18,438 $139K <0.01% new Timeline EIM EATON VANCE MUN BD FD More: the full row for EATON VANCE MUN BD 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: not reported; 2025Q4: 14,072 shares 14,072 $137K <0.01% new Timeline IBRX IMMUNITYBIO INC More: the full row for IMMUNITYBIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 58,436 shares; 2025Q3: 58,436 shares; 2025Q4: 58,436 shares 58,436 $116K <0.01% 0 Timeline UROY URANIUM RTY CORP More: the full row for URANIUM RTY 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: 30,000 shares; 2025Q2: 30,000 shares; 2025Q3: 30,000 shares; 2025Q4: 30,000 shares 30,000 $106K <0.01% 0 Timeline BCG BINAH CAP GROUP INC More: the full row for BINAH CAP 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: 33,482 shares; 2025Q4: 33,482 shares 33,482 $96.4K <0.01% 0 Timeline IRWD IRONWOOD PHARMACEUTICALS INC More: the full row for IRONWOOD PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,675 shares; 2024Q4: 42,675 shares; 2025Q1: 40,994 shares; 2025Q2: 40,994 shares; 2025Q3: 40,994 shares; 2025Q4: 25,887 shares 25,887 $87.2K <0.01% -15,107 Timeline DMRC DIGIMARC CORP NEW More: the full row for DIGIMARC 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: 13,271 shares; 2025Q2: 13,271 shares; 2025Q3: 13,271 shares; 2025Q4: 13,271 shares 13,271 $87.1K <0.01% 0 Timeline IOVA IOVANCE BIOTHERAPEUTICS INC More: the full row for IOVANCE BIOTHERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,625 shares; 2024Q4: 33,625 shares; 2025Q1: 32,167 shares; 2025Q2: 37,839 shares; 2025Q3: 43,345 shares; 2025Q4: 29,338 shares 29,338 $80.1K <0.01% -14,007 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 142,239 shares; 2025Q1: 128,262 shares; 2025Q2: 85,024 shares; 2025Q3: 84,317 shares; 2025Q4: 12,044 shares 12,044 $75.9K <0.01% -72,273 Timeline RCKT ROCKET PHARMACEUTICALS INC More: the full row for ROCKET 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: 15,411 shares; 2025Q4: 12,645 shares 12,645 $44.4K <0.01% -2,766 Timeline BLNE BEELINE HOLDINGS INC More: the full row for BEELINE HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,435 shares 18,435 $31.7K <0.01% new Timeline RBBN RIBBON COMMUNICATIONS INC More: the full row for RIBBON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,030 shares; 2024Q4: 10,030 shares; 2025Q1: 10,030 shares; 2025Q2: 10,030 shares; 2025Q3: 10,030 shares; 2025Q4: 10,030 shares 10,030 $28.9K <0.01% 0 Timeline