AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 218,121 shares; 2025Q1: 208,194 shares; 2025Q2: 219,815 shares; 2025Q3: 206,621 shares; 2025Q4: 230,591 shares 230,591 $62.7M 6.38% +23,970 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 115,278 shares; 2025Q1: 109,006 shares; 2025Q2: 105,921 shares; 2025Q3: 103,554 shares; 2025Q4: 102,894 shares 102,894 $49.8M 5.06% -660 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 170,120 shares; 2025Q1: 168,637 shares; 2025Q2: 172,193 shares; 2025Q3: 172,523 shares; 2025Q4: 171,779 shares 171,779 $35.5M 3.62% -744 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 30,449 shares; 2025Q1: 34,548 shares; 2025Q2: 36,805 shares; 2025Q3: 41,186 shares; 2025Q4: 43,633 shares 43,633 $29.8M 3.03% +2,447 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 102,652 shares; 2025Q1: 95,393 shares; 2025Q2: 95,968 shares; 2025Q3: 95,719 shares; 2025Q4: 94,332 shares 94,332 $29.6M 3.01% -1,387 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 492,228 shares; 2025Q1: 425,649 shares; 2025Q2: 418,870 shares; 2025Q3: 415,310 shares; 2025Q4: 436,161 shares 436,161 $27.2M 2.77% +20,851 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 72,881 shares; 2025Q1: 69,334 shares; 2025Q2: 67,232 shares; 2025Q3: 68,081 shares; 2025Q4: 68,127 shares 68,127 $22M 2.23% +46 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 93,454 shares; 2025Q1: 89,728 shares; 2025Q2: 88,744 shares; 2025Q3: 94,350 shares; 2025Q4: 94,842 shares 94,842 $21.7M 2.21% +492 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 71,089 shares; 2025Q1: 70,265 shares; 2025Q2: 69,951 shares; 2025Q3: 68,807 shares; 2025Q4: 65,738 shares 65,738 $20.6M 2.09% -3,069 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 37,944 shares; 2025Q1: 55,996 shares; 2025Q2: 59,473 shares; 2025Q3: 72,569 shares; 2025Q4: 88,103 shares 88,103 $16.9M 1.72% +15,534 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: not loaded; 2024Q4: 159,963 shares; 2025Q1: 152,535 shares; 2025Q2: 150,742 shares; 2025Q3: 151,984 shares; 2025Q4: 150,983 shares 150,983 $16.8M 1.71% -1,001 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: not loaded; 2024Q4: 89,254 shares; 2025Q1: 83,243 shares; 2025Q2: 84,676 shares; 2025Q3: 85,341 shares; 2025Q4: 86,544 shares 86,544 $14.8M 1.51% +1,203 Timeline UYLD ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 133,444 shares; 2025Q1: 141,977 shares; 2025Q2: 161,314 shares; 2025Q3: 217,399 shares; 2025Q4: 284,433 shares 284,433 $14.5M 1.48% +67,034 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 38,957 shares; 2025Q1: 36,651 shares; 2025Q2: 35,559 shares; 2025Q3: 35,963 shares; 2025Q4: 35,582 shares 35,582 $12.5M 1.27% -381 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 50,369 shares; 2025Q1: 51,176 shares; 2025Q2: 51,741 shares; 2025Q3: 52,332 shares; 2025Q4: 52,896 shares 52,896 $12.2M 1.24% +564 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: not loaded; 2024Q4: 77,148 shares; 2025Q1: 74,771 shares; 2025Q2: 74,085 shares; 2025Q3: 58,878 shares; 2025Q4: 57,215 shares 57,215 $11.2M 1.13% -1,663 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: not loaded; 2024Q4: 32,076 shares; 2025Q1: 31,915 shares; 2025Q2: 31,577 shares; 2025Q3: 31,735 shares; 2025Q4: 31,985 shares 31,985 $11M 1.12% +250 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 113,277 shares; 2025Q1: 116,011 shares; 2025Q2: 116,522 shares; 2025Q3: 113,717 shares; 2025Q4: 128,390 shares 128,390 $10.4M 1.06% +14,673 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,811 shares; 2025Q1: 14,794 shares; 2025Q2: 14,844 shares; 2025Q3: 15,350 shares; 2025Q4: 15,578 shares 15,578 $10.3M 1.05% +228 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 67,185 shares; 2025Q1: 66,808 shares; 2025Q2: 66,834 shares; 2025Q3: 55,072 shares; 2025Q4: 53,777 shares 53,777 $10M 1.02% -1,295 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 36,244 shares; 2025Q1: 35,686 shares; 2025Q2: 41,859 shares; 2025Q3: 54,488 shares; 2025Q4: 115,425 shares 115,425 $9.67M 0.98% +60,937 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: not loaded; 2024Q4: 27,342 shares; 2025Q1: 26,880 shares; 2025Q2: 27,116 shares; 2025Q3: 27,458 shares; 2025Q4: 28,263 shares 28,263 $9.33M 0.95% +805 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: not loaded; 2024Q4: 114,873 shares; 2025Q1: 114,048 shares; 2025Q2: 113,701 shares; 2025Q3: 115,259 shares; 2025Q4: 118,786 shares 118,786 $9.15M 0.93% +3,527 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: not loaded; 2024Q4: 122,744 shares; 2025Q1: 141,932 shares; 2025Q2: 152,379 shares; 2025Q3: 157,715 shares; 2025Q4: 157,410 shares 157,410 $9.08M 0.92% -305 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 26,663 shares; 2025Q1: 25,057 shares; 2025Q2: 24,064 shares; 2025Q3: 23,243 shares; 2025Q4: 22,190 shares 22,190 $8.21M 0.84% -1,053 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 72,335 shares; 2025Q1: 72,196 shares; 2025Q2: 71,076 shares; 2025Q3: 72,745 shares; 2025Q4: 75,335 shares 75,335 $7.93M 0.81% +2,590 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: not loaded; 2024Q4: 15,641 shares; 2025Q1: 15,969 shares; 2025Q2: 15,955 shares; 2025Q3: 15,875 shares; 2025Q4: 15,730 shares 15,730 $7.91M 0.8% -145 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 loaded; 2024Q4: 50,794 shares; 2025Q1: 56,905 shares; 2025Q2: 71,436 shares; 2025Q3: 114,609 shares; 2025Q4: 145,294 shares 145,294 $7.67M 0.78% +30,685 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,434 shares; 2025Q1: 11,031 shares; 2025Q2: 10,999 shares; 2025Q3: 10,911 shares; 2025Q4: 11,191 shares 11,191 $7.67M 0.78% +280 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 66,860 shares; 2025Q1: 63,684 shares; 2025Q2: 62,011 shares; 2025Q3: 62,062 shares; 2025Q4: 60,726 shares 60,726 $7.31M 0.74% -1,336 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 61,741 shares; 2025Q1: 59,856 shares; 2025Q2: 58,373 shares; 2025Q3: 58,057 shares; 2025Q4: 57,480 shares 57,480 $7.2M 0.73% -577 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: not loaded; 2024Q4: 45,398 shares; 2025Q1: 45,525 shares; 2025Q2: 51,422 shares; 2025Q3: 58,055 shares; 2025Q4: 57,755 shares 57,755 $7.1M 0.72% -300 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 168,769 shares; 2025Q1: 135,913 shares; 2025Q2: 135,580 shares; 2025Q3: 133,748 shares; 2025Q4: 129,899 shares 129,899 $6.98M 0.71% -3,849 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: not loaded; 2024Q4: 29,796 shares; 2025Q1: 28,927 shares; 2025Q2: 29,274 shares; 2025Q3: 29,899 shares; 2025Q4: 30,105 shares 30,105 $6.89M 0.7% +206 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 50,080 shares; 2025Q1: 60,937 shares; 2025Q2: 75,632 shares; 2025Q3: 75,620 shares; 2025Q4: 70,907 shares 70,907 $6.87M 0.7% -4,713 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: not loaded; 2024Q4: 24,602 shares; 2025Q1: 24,295 shares; 2025Q2: 38,936 shares; 2025Q3: 55,314 shares; 2025Q4: 62,436 shares 62,436 $6.84M 0.7% +7,122 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,836 shares; 2025Q1: 10,599 shares; 2025Q2: 11,988 shares; 2025Q3: 11,701 shares; 2025Q4: 11,935 shares 11,935 $6.84M 0.7% +234 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: not loaded; 2024Q4: 28,534 shares; 2025Q1: 26,872 shares; 2025Q2: 25,948 shares; 2025Q3: 25,873 shares; 2025Q4: 25,699 shares 25,699 $6.61M 0.67% -174 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: not loaded; 2024Q4: 229,227 shares; 2025Q1: 266,121 shares; 2025Q2: 264,857 shares; 2025Q3: 264,729 shares; 2025Q4: 263,064 shares 263,064 $6.53M 0.66% -1,665 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: not loaded; 2024Q4: 80,652 shares; 2025Q1: 77,446 shares; 2025Q2: 77,523 shares; 2025Q3: 78,182 shares; 2025Q4: 76,038 shares 76,038 $6.4M 0.65% -2,144 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,149 shares; 2025Q1: 7,443 shares; 2025Q2: 7,586 shares; 2025Q3: 7,662 shares; 2025Q4: 7,768 shares 7,768 $6.29M 0.64% +106 Timeline QLTY GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 32,272 shares; 2025Q1: 55,443 shares; 2025Q2: 67,510 shares; 2025Q3: 105,004 shares; 2025Q4: 160,089 shares 160,089 $6.16M 0.63% +55,085 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: not loaded; 2024Q4: 229,180 shares; 2025Q1: 228,483 shares; 2025Q2: 228,119 shares; 2025Q3: 227,791 shares; 2025Q4: 243,925 shares 243,925 $5.86M 0.6% +16,134 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: not loaded; 2024Q4: 20,621 shares; 2025Q1: 20,084 shares; 2025Q2: 20,246 shares; 2025Q3: 20,151 shares; 2025Q4: 20,172 shares 20,172 $5.41M 0.55% +21 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: not loaded; 2024Q4: 38,340 shares; 2025Q1: 37,472 shares; 2025Q2: 37,608 shares; 2025Q3: 38,552 shares; 2025Q4: 37,518 shares 37,518 $5.38M 0.55% -1,034 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 35,144 shares; 2025Q1: 34,425 shares; 2025Q2: 34,148 shares; 2025Q3: 35,121 shares; 2025Q4: 34,792 shares 34,792 $5.3M 0.54% -329 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: not loaded; 2024Q4: 37,700 shares; 2025Q1: 39,907 shares; 2025Q2: 41,416 shares; 2025Q3: 41,516 shares; 2025Q4: 41,021 shares 41,021 $5.29M 0.54% -495 Timeline TCHP T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 18,127 shares; 2025Q1: 36,978 shares; 2025Q2: 49,454 shares; 2025Q3: 88,397 shares; 2025Q4: 105,785 shares 105,785 $5.27M 0.54% +17,388 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 40,679 shares; 2025Q1: 38,364 shares; 2025Q2: 38,579 shares; 2025Q3: 39,400 shares; 2025Q4: 42,945 shares 42,945 $5.27M 0.54% +3,545 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: not loaded; 2024Q4: 9,222 shares; 2025Q1: 9,272 shares; 2025Q2: 9,272 shares; 2025Q3: 9,272 shares; 2025Q4: 8,246 shares 8,246 $5.17M 0.53% -1,026 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 78,006 shares; 2025Q1: 75,038 shares; 2025Q2: 81,140 shares; 2025Q3: 94,317 shares; 2025Q4: 95,563 shares 95,563 $5.1M 0.52% +1,246 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20,372 shares; 2025Q1: 18,835 shares; 2025Q2: 19,182 shares; 2025Q3: 19,749 shares; 2025Q4: 19,852 shares 19,852 $4.81M 0.49% +103 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 74,658 shares; 2025Q1: 65,055 shares; 2025Q2: 64,401 shares; 2025Q3: 63,087 shares; 2025Q4: 61,556 shares 61,556 $4.77M 0.49% -1,531 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: not loaded; 2024Q4: 14,374 shares; 2025Q1: 40,170 shares; 2025Q2: 87,409 shares; 2025Q3: 111,675 shares; 2025Q4: 116,375 shares 116,375 $4.74M 0.48% +4,700 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,598 shares; 2025Q1: 5,209 shares; 2025Q2: 5,158 shares; 2025Q3: 5,390 shares; 2025Q4: 5,381 shares 5,381 $4.73M 0.48% -9 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: not loaded; 2024Q4: 109,894 shares; 2025Q1: 109,894 shares; 2025Q2: 109,894 shares; 2025Q3: 109,619 shares; 2025Q4: 104,933 shares 104,933 $4.66M 0.47% -4,686 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 30,643 shares; 2025Q1: 29,171 shares; 2025Q2: 28,562 shares; 2025Q3: 28,975 shares; 2025Q4: 28,600 shares 28,600 $4.63M 0.47% -375 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 loaded; 2024Q4: 72,594 shares; 2025Q1: 65,973 shares; 2025Q2: 60,695 shares; 2025Q3: 61,050 shares; 2025Q4: 62,506 shares 62,506 $4.59M 0.47% +1,456 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 90,597 shares; 2025Q1: 82,902 shares; 2025Q2: 81,371 shares; 2025Q3: 80,929 shares; 2025Q4: 80,265 shares 80,265 $4.41M 0.45% -664 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,674 shares; 2025Q1: 17,445 shares; 2025Q2: 19,097 shares; 2025Q3: 19,016 shares; 2025Q4: 20,574 shares 20,574 $4.29M 0.44% +1,558 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,037 shares; 2025Q1: 12,440 shares; 2025Q2: 12,540 shares; 2025Q3: 13,703 shares; 2025Q4: 15,026 shares 15,026 $4.29M 0.44% +1,323 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 21,532 shares; 2025Q1: 20,055 shares; 2025Q2: 17,887 shares; 2025Q3: 17,537 shares; 2025Q4: 17,315 shares 17,315 $4.26M 0.43% -222 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 loaded; 2024Q4: 28,009 shares; 2025Q1: 23,542 shares; 2025Q2: 23,061 shares; 2025Q3: 23,824 shares; 2025Q4: 24,410 shares 24,410 $4.18M 0.43% +586 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,907 shares; 2025Q1: 19,617 shares; 2025Q2: 19,852 shares; 2025Q3: 19,685 shares; 2025Q4: 19,012 shares 19,012 $4.18M 0.43% -673 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: not loaded; 2024Q4: 26,287 shares; 2025Q1: 25,095 shares; 2025Q2: 24,964 shares; 2025Q3: 25,305 shares; 2025Q4: 23,518 shares 23,518 $4.13M 0.42% -1,787 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 32,999 shares; 2025Q1: 36,299 shares; 2025Q2: 41,766 shares; 2025Q3: 46,550 shares; 2025Q4: 50,893 shares 50,893 $4.04M 0.41% +4,343 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: not loaded; 2024Q4: 38,440 shares; 2025Q1: 37,342 shares; 2025Q2: 37,741 shares; 2025Q3: 37,676 shares; 2025Q4: 32,508 shares 32,508 $4.01M 0.41% -5,168 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 loaded; 2024Q4: 8,240 shares; 2025Q1: 8,373 shares; 2025Q2: 8,248 shares; 2025Q3: 8,224 shares; 2025Q4: 8,183 shares 8,183 $3.82M 0.39% -41 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: not loaded; 2024Q4: 14,112 shares; 2025Q1: 13,665 shares; 2025Q2: 12,556 shares; 2025Q3: 12,386 shares; 2025Q4: 12,079 shares 12,079 $3.69M 0.38% -307 Timeline CARY ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 181,030 shares; 2025Q1: 154,155 shares; 2025Q2: 153,661 shares; 2025Q3: 156,943 shares; 2025Q4: 175,417 shares 175,417 $3.65M 0.37% +18,474 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 74,789 shares; 2025Q1: 75,906 shares; 2025Q2: 69,321 shares; 2025Q3: 67,988 shares; 2025Q4: 61,271 shares 61,271 $3.51M 0.36% -6,717 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 6,379 shares; 2025Q2: 11,312 shares; 2025Q3: 14,522 shares; 2025Q4: 43,304 shares 43,304 $3.5M 0.36% +28,782 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: not loaded; 2024Q4: 42,000 shares; 2025Q1: 40,113 shares; 2025Q2: 40,043 shares; 2025Q3: 42,222 shares; 2025Q4: 43,171 shares 43,171 $3.47M 0.35% +949 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 31,595 shares; 2025Q1: 29,347 shares; 2025Q2: 30,305 shares; 2025Q3: 30,473 shares; 2025Q4: 30,426 shares 30,426 $3.46M 0.35% -47 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20,760 shares; 2025Q1: 20,568 shares; 2025Q2: 21,153 shares; 2025Q3: 21,409 shares; 2025Q4: 23,806 shares 23,806 $3.42M 0.35% +2,397 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,970 shares; 2025Q1: 14,801 shares; 2025Q2: 14,640 shares; 2025Q3: 14,661 shares; 2025Q4: 14,617 shares 14,617 $3.38M 0.34% -44 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 53,125 shares; 2025Q1: 52,942 shares; 2025Q2: 53,321 shares; 2025Q3: 53,862 shares; 2025Q4: 68,192 shares 68,192 $3.36M 0.34% +14,330 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,029 shares; 2025Q1: 10,704 shares; 2025Q2: 10,412 shares; 2025Q3: 10,146 shares; 2025Q4: 10,089 shares 10,089 $3.27M 0.33% -57 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,015 shares; 2025Q1: 6,015 shares; 2025Q2: 6,015 shares; 2025Q3: 8,037 shares; 2025Q4: 9,098 shares 9,098 $3.15M 0.32% +1,061 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,279 shares; 2025Q1: 16,011 shares; 2025Q2: 15,032 shares; 2025Q3: 15,169 shares; 2025Q4: 16,349 shares 16,349 $3.03M 0.31% +1,180 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: not loaded; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 6 shares 6 $3.02M 0.31% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 64,784 shares; 2025Q1: 61,148 shares; 2025Q2: 14,440 shares; 2025Q3: 15,390 shares; 2025Q4: 16,923 shares 16,923 $3M 0.31% +1,533 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,551 shares; 2025Q1: 3,023 shares; 2025Q2: 3,174 shares; 2025Q3: 3,091 shares; 2025Q4: 2,761 shares 2,761 $2.97M 0.3% -330 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,101 shares; 2025Q1: 9,447 shares; 2025Q2: 9,381 shares; 2025Q3: 9,286 shares; 2025Q4: 8,486 shares 8,486 $2.78M 0.28% -800 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: not loaded; 2024Q4: 28,183 shares; 2025Q1: 24,557 shares; 2025Q2: 25,727 shares; 2025Q3: 25,969 shares; 2025Q4: 28,157 shares 28,157 $2.75M 0.28% +2,188 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: not loaded; 2024Q4: 5,235 shares; 2025Q1: 4,540 shares; 2025Q2: 9,003 shares; 2025Q3: 9,189 shares; 2025Q4: 9,458 shares 9,458 $2.73M 0.28% +269 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 70,773 shares; 2025Q1: 58,490 shares; 2025Q2: 57,910 shares; 2025Q3: 56,197 shares; 2025Q4: 55,016 shares 55,016 $2.72M 0.28% -1,181 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: not loaded; 2024Q4: 26,470 shares; 2025Q1: 39,444 shares; 2025Q2: 40,765 shares; 2025Q3: 40,189 shares; 2025Q4: 40,006 shares 40,006 $2.69M 0.27% -183 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,634 shares 20,634 $2.6M 0.26% new 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: not loaded; 2024Q4: 13,382 shares; 2025Q1: 13,284 shares; 2025Q2: 13,293 shares; 2025Q3: 13,306 shares; 2025Q4: 9,993 shares 9,993 $2.58M 0.26% -3,313 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: not loaded; 2024Q4: 14,033 shares; 2025Q1: 12,273 shares; 2025Q2: 12,180 shares; 2025Q3: 12,570 shares; 2025Q4: 12,978 shares 12,978 $2.53M 0.26% +408 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 40,427 shares; 2025Q1: 26,163 shares; 2025Q2: 26,043 shares; 2025Q3: 25,176 shares; 2025Q4: 22,723 shares 22,723 $2.5M 0.25% -2,453 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: not loaded; 2024Q4: 10,152 shares; 2025Q1: 10,153 shares; 2025Q2: 10,474 shares; 2025Q3: 11,239 shares; 2025Q4: 14,723 shares 14,723 $2.4M 0.24% +3,484 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: not loaded; 2024Q4: 33,857 shares; 2025Q1: 30,458 shares; 2025Q2: 30,264 shares; 2025Q3: 30,296 shares; 2025Q4: 30,158 shares 30,158 $2.38M 0.24% -138 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 loaded; 2024Q4: 9,800 shares; 2025Q1: 3,754 shares; 2025Q2: 3,772 shares; 2025Q3: 4,180 shares; 2025Q4: 5,074 shares 5,074 $2.36M 0.24% +894 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,417 shares; 2025Q1: 13,900 shares; 2025Q2: 13,797 shares; 2025Q3: 12,737 shares; 2025Q4: 12,626 shares 12,626 $2.32M 0.24% -111 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 22,155 shares; 2025Q1: 21,503 shares; 2025Q2: 21,175 shares; 2025Q3: 21,154 shares; 2025Q4: 27,806 shares 27,806 $2.31M 0.23% +6,652 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: not loaded; 2024Q4: 40,332 shares; 2025Q1: 38,964 shares; 2025Q2: 40,956 shares; 2025Q3: 41,938 shares; 2025Q4: 39,218 shares 39,218 $2.29M 0.23% -2,720 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,692 shares; 2025Q1: 12,206 shares; 2025Q2: 12,679 shares; 2025Q3: 13,421 shares; 2025Q4: 12,428 shares 12,428 $2.29M 0.23% -993 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,153 shares; 2025Q1: 8,469 shares; 2025Q2: 20,275 shares; 2025Q3: 20,265 shares; 2025Q4: 20,102 shares 20,102 $2.27M 0.23% -163 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 56,189 shares; 2025Q1: 63,207 shares; 2025Q2: 65,553 shares; 2025Q3: 65,236 shares; 2025Q4: 61,259 shares 61,259 $2.24M 0.23% -3,977 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: not loaded; 2024Q4: 21,475 shares; 2025Q1: 21,646 shares; 2025Q2: 21,004 shares; 2025Q3: 20,432 shares; 2025Q4: 20,096 shares 20,096 $2.22M 0.23% -336 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 30,357 shares; 2025Q1: 24,873 shares; 2025Q2: 24,730 shares; 2025Q3: 24,540 shares; 2025Q4: 24,675 shares 24,675 $2.21M 0.22% +135 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: not loaded; 2024Q4: 9,510 shares; 2025Q1: 9,230 shares; 2025Q2: 8,955 shares; 2025Q3: 8,982 shares; 2025Q4: 9,114 shares 9,114 $2.2M 0.22% +132 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 loaded; 2024Q4: 22,792 shares; 2025Q1: 34,075 shares; 2025Q2: 44,405 shares; 2025Q3: 61,291 shares; 2025Q4: 62,404 shares 62,404 $2.17M 0.22% +1,113 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: not loaded; 2024Q4: 37,200 shares; 2025Q1: 35,389 shares; 2025Q2: 32,766 shares; 2025Q3: 32,042 shares; 2025Q4: 30,926 shares 30,926 $2.16M 0.22% -1,116 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,792 shares; 2025Q1: 4,424 shares; 2025Q2: 4,547 shares; 2025Q3: 5,290 shares; 2025Q4: 7,485 shares 7,485 $2.16M 0.22% +2,195 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,996 shares; 2025Q3: 52,944 shares; 2025Q4: 52,745 shares 52,745 $2.12M 0.22% -199 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,607 shares; 2025Q1: 7,876 shares; 2025Q2: 8,032 shares; 2025Q3: 8,091 shares; 2025Q4: 7,910 shares 7,910 $2.1M 0.21% -181 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20,063 shares; 2025Q1: 22,422 shares; 2025Q2: 22,020 shares; 2025Q3: 21,102 shares; 2025Q4: 22,313 shares 22,313 $2.09M 0.21% +1,211 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,297 shares; 2025Q1: 9,182 shares; 2025Q2: 9,929 shares; 2025Q3: 9,974 shares; 2025Q4: 9,614 shares 9,614 $2.09M 0.21% -360 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,169 shares; 2025Q1: 32,584 shares; 2025Q2: 32,459 shares; 2025Q3: 32,363 shares; 2025Q4: 30,842 shares 30,842 $2.06M 0.21% -1,521 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,549 shares; 2025Q1: 2,549 shares; 2025Q2: 2,469 shares; 2025Q3: 2,469 shares; 2025Q4: 2,469 shares 2,469 $2.03M 0.21% 0 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,411 shares; 2025Q1: 2,184 shares; 2025Q2: 2,369 shares; 2025Q3: 2,529 shares; 2025Q4: 2,579 shares 2,579 $1.99M 0.2% +50 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,259 shares; 2025Q3: 2,494 shares; 2025Q4: 2,991 shares 2,991 $1.95M 0.2% +497 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: not loaded; 2024Q4: 6,660 shares; 2025Q1: 6,615 shares; 2025Q2: 8,451 shares; 2025Q3: 8,683 shares; 2025Q4: 9,088 shares 9,088 $1.95M 0.2% +405 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,038 shares; 2025Q1: 6,489 shares; 2025Q2: 6,672 shares; 2025Q3: 6,378 shares; 2025Q4: 5,978 shares 5,978 $1.85M 0.19% -400 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 85,228 shares; 2025Q1: 79,677 shares; 2025Q2: 78,302 shares; 2025Q3: 77,056 shares; 2025Q4: 74,244 shares 74,244 $1.85M 0.19% -2,812 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 18,096 shares; 2025Q1: 17,691 shares; 2025Q2: 17,691 shares; 2025Q3: 16,979 shares; 2025Q4: 16,896 shares 16,896 $1.81M 0.18% -83 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,507 shares; 2025Q4: 20,333 shares 20,333 $1.79M 0.18% +3,826 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: not loaded; 2024Q4: 12,280 shares; 2025Q1: 10,990 shares; 2025Q2: 9,575 shares; 2025Q3: 9,481 shares; 2025Q4: 9,206 shares 9,206 $1.78M 0.18% -275 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,960 shares; 2025Q1: 3,576 shares; 2025Q2: 3,437 shares; 2025Q3: 3,316 shares; 2025Q4: 3,103 shares 3,103 $1.77M 0.18% -213 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 37,789 shares; 2025Q1: 47,638 shares; 2025Q2: 63,447 shares; 2025Q3: 76,561 shares; 2025Q4: 93,119 shares 93,119 $1.75M 0.18% +16,558 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,485 shares; 2025Q1: 10,590 shares; 2025Q2: 10,671 shares; 2025Q3: 11,114 shares; 2025Q4: 11,865 shares 11,865 $1.71M 0.17% +751 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 34,465 shares; 2025Q1: 34,125 shares; 2025Q2: 33,970 shares; 2025Q3: 33,910 shares; 2025Q4: 33,810 shares 33,810 $1.69M 0.17% -100 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,756 shares; 2025Q1: 14,756 shares; 2025Q2: 17,043 shares; 2025Q3: 17,794 shares; 2025Q4: 18,090 shares 18,090 $1.69M 0.17% +296 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 40,760 shares; 2025Q1: 49,833 shares; 2025Q2: 63,086 shares; 2025Q3: 67,697 shares; 2025Q4: 81,521 shares 81,521 $1.68M 0.17% +13,824 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 23,201 shares; 2025Q1: 24,864 shares; 2025Q2: 24,377 shares; 2025Q3: 23,829 shares; 2025Q4: 23,999 shares 23,999 $1.67M 0.17% +170 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,173 shares; 2025Q1: 7,972 shares; 2025Q2: 7,963 shares; 2025Q3: 7,088 shares; 2025Q4: 5,296 shares 5,296 $1.65M 0.17% -1,792 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 26,306 shares; 2025Q1: 26,188 shares; 2025Q2: 25,844 shares; 2025Q3: 25,783 shares; 2025Q4: 25,812 shares 25,812 $1.61M 0.16% +29 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 72,561 shares; 2025Q1: 72,084 shares; 2025Q2: 72,594 shares; 2025Q3: 72,394 shares; 2025Q4: 71,726 shares 71,726 $1.6M 0.16% -668 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: not loaded; 2024Q4: 94,572 shares; 2025Q1: 94,572 shares; 2025Q2: 74,718 shares; 2025Q3: 74,718 shares; 2025Q4: 58,489 shares 58,489 $1.57M 0.16% -16,229 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 30,558 shares; 2025Q1: 30,558 shares; 2025Q2: 29,303 shares; 2025Q3: 23,591 shares; 2025Q4: 23,248 shares 23,248 $1.56M 0.16% -343 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,757 shares; 2025Q1: 2,303 shares; 2025Q2: 2,593 shares; 2025Q3: 2,834 shares; 2025Q4: 2,743 shares 2,743 $1.55M 0.16% -91 Timeline RHP RYMAN HOSPITALITY PPTYS INC More: the full row for RYMAN HOSPITALITY PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,371 shares; 2025Q1: 16,237 shares; 2025Q2: 16,152 shares; 2025Q3: 16,099 shares; 2025Q4: 16,099 shares 16,099 $1.52M 0.16% 0 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: not loaded; 2024Q4: 5,777 shares; 2025Q1: 5,586 shares; 2025Q2: 5,491 shares; 2025Q3: 5,591 shares; 2025Q4: 5,110 shares 5,110 $1.51M 0.15% -481 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,779 shares; 2025Q1: 2,021 shares; 2025Q2: 1,930 shares; 2025Q3: 1,959 shares; 2025Q4: 9,745 shares 9,745 $1.49M 0.15% +7,786 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,973 shares; 2025Q3: 11,176 shares; 2025Q4: 10,907 shares 10,907 $1.47M 0.15% -269 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: not loaded; 2024Q4: 5,649 shares; 2025Q1: 2,504 shares; 2025Q2: 2,460 shares; 2025Q3: 2,471 shares; 2025Q4: 3,007 shares 3,007 $1.45M 0.15% +536 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,188 shares; 2025Q1: 1,159 shares; 2025Q2: 1,243 shares; 2025Q3: 1,335 shares; 2025Q4: 1,352 shares 1,352 $1.45M 0.15% +17 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: not loaded; 2024Q4: 28,067 shares; 2025Q1: 27,049 shares; 2025Q2: 26,747 shares; 2025Q3: 26,180 shares; 2025Q4: 26,083 shares 26,083 $1.43M 0.15% -97 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,317 shares; 2025Q1: 9,772 shares; 2025Q2: 8,169 shares; 2025Q3: 7,946 shares; 2025Q4: 7,693 shares 7,693 $1.42M 0.14% -253 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 loaded; 2024Q4: 4,199 shares; 2025Q1: 5,623 shares; 2025Q2: 5,810 shares; 2025Q3: 5,059 shares; 2025Q4: 5,014 shares 5,014 $1.4M 0.14% -45 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 61,896 shares; 2025Q1: 62,145 shares; 2025Q2: 66,924 shares; 2025Q3: 64,727 shares; 2025Q4: 70,090 shares 70,090 $1.37M 0.14% +5,363 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 22,027 shares; 2025Q1: 17,012 shares; 2025Q2: 17,012 shares; 2025Q3: 16,983 shares; 2025Q4: 16,616 shares 16,616 $1.37M 0.14% -367 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: not loaded; 2024Q4: 21,421 shares; 2025Q1: 20,378 shares; 2025Q2: 19,864 shares; 2025Q3: 14,526 shares; 2025Q4: 13,475 shares 13,475 $1.34M 0.14% -1,051 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: not loaded; 2024Q4: 3,330 shares; 2025Q1: 3,330 shares; 2025Q2: 3,330 shares; 2025Q3: 3,356 shares; 2025Q4: 3,356 shares 3,356 $1.31M 0.13% 0 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 18,350 shares; 2025Q1: 17,821 shares; 2025Q2: 17,076 shares; 2025Q3: 16,923 shares; 2025Q4: 14,444 shares 14,444 $1.3M 0.13% -2,479 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 20,990 shares; 2025Q2: 20,990 shares; 2025Q3: 20,990 shares; 2025Q4: 16,990 shares 16,990 $1.29M 0.13% -4,000 Timeline BCSF BAIN CAP SPECIALTY FIN INC More: the full row for BAIN CAP SPECIALTY FIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 91,150 shares; 2025Q3: 91,325 shares; 2025Q4: 91,325 shares 91,325 $1.27M 0.13% 0 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 38,997 shares; 2025Q1: 44,377 shares; 2025Q2: 55,384 shares; 2025Q3: 56,931 shares; 2025Q4: 63,772 shares 63,772 $1.26M 0.13% +6,841 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 927 shares; 2025Q2: 1,627 shares; 2025Q3: 1,627 shares; 2025Q4: 1,627 shares 1,627 $1.23M 0.12% 0 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,205 shares; 2025Q1: 23,975 shares; 2025Q2: 40,063 shares; 2025Q3: 53,676 shares; 2025Q4: 70,341 shares 70,341 $1.19M 0.12% +16,665 Timeline FSCC FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 39,538 shares 39,538 $1.19M 0.12% new Timeline BSCV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,061 shares; 2025Q3: 42,990 shares; 2025Q4: 70,118 shares 70,118 $1.17M 0.12% +27,128 Timeline VIGI 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: not loaded; 2024Q4: 14,001 shares; 2025Q1: 13,882 shares; 2025Q2: 13,339 shares; 2025Q3: 13,215 shares; 2025Q4: 12,754 shares 12,754 $1.17M 0.12% -461 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: not loaded; 2024Q4: 6,350 shares; 2025Q1: 6,282 shares; 2025Q2: 6,559 shares; 2025Q3: 6,673 shares; 2025Q4: 5,894 shares 5,894 $1.15M 0.12% -779 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: not loaded; 2024Q4: 1,864 shares; 2025Q1: 1,864 shares; 2025Q2: 1,864 shares; 2025Q3: 1,864 shares; 2025Q4: 1,864 shares 1,864 $1.15M 0.12% 0 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: not loaded; 2024Q4: 11,712 shares; 2025Q1: 11,481 shares; 2025Q2: 11,541 shares; 2025Q3: 11,959 shares; 2025Q4: 11,732 shares 11,732 $1.13M 0.11% -227 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,027 shares; 2025Q1: 1,027 shares; 2025Q2: 1,027 shares; 2025Q3: 1,027 shares; 2025Q4: 1,027 shares 1,027 $1.1M 0.11% 0 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,304 shares 21,304 $1.09M 0.11% new 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: not loaded; 2024Q4: 1,287 shares; 2025Q1: 1,520 shares; 2025Q2: 3,162 shares; 2025Q3: 3,560 shares; 2025Q4: 3,364 shares 3,364 $1.07M 0.11% -196 Timeline PVAL 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,154 shares 23,154 $1.06M 0.11% new 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: not loaded; 2024Q4: 1,397 shares; 2025Q1: 1,393 shares; 2025Q2: 1,379 shares; 2025Q3: 1,287 shares; 2025Q4: 1,212 shares 1,212 $1.05M 0.11% -75 Timeline PTF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,560 shares; 2025Q1: 13,560 shares; 2025Q2: 13,560 shares; 2025Q3: 13,560 shares; 2025Q4: 13,560 shares 13,560 $1.04M 0.11% 0 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: not loaded; 2024Q4: 2,558 shares; 2025Q1: 2,620 shares; 2025Q2: 2,664 shares; 2025Q3: 2,682 shares; 2025Q4: 2,624 shares 2,624 $1.02M 0.1% -58 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,743 shares; 2025Q1: 9,715 shares; 2025Q2: 9,670 shares; 2025Q3: 9,660 shares; 2025Q4: 9,577 shares 9,577 $985K 0.1% -83 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,625 shares; 2025Q1: 2,625 shares; 2025Q2: 2,897 shares; 2025Q3: 3,320 shares; 2025Q4: 3,199 shares 3,199 $972K 0.1% -121 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,311 shares; 2025Q1: 2,311 shares; 2025Q2: 2,292 shares; 2025Q3: 2,324 shares; 2025Q4: 2,324 shares 2,324 $921K 0.09% 0 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 48,417 shares; 2025Q3: 49,796 shares; 2025Q4: 24,830 shares 24,830 $916K 0.09% -24,966 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,435 shares; 2025Q1: 3,095 shares; 2025Q2: 3,309 shares; 2025Q3: 3,298 shares; 2025Q4: 3,285 shares 3,285 $904K 0.09% -13 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,259 shares; 2025Q1: 2,259 shares; 2025Q2: 2,259 shares; 2025Q3: 2,259 shares; 2025Q4: 2,247 shares 2,247 $904K 0.09% -12 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: not loaded; 2024Q4: 11,652 shares; 2025Q1: 11,652 shares; 2025Q2: 6,437 shares; 2025Q3: 6,784 shares; 2025Q4: 6,766 shares 6,766 $898K 0.09% -18 Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,445 shares; 2025Q1: 11,550 shares; 2025Q2: 11,400 shares; 2025Q3: 11,252 shares; 2025Q4: 9,171 shares 9,171 $887K 0.09% -2,081 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20,269 shares; 2025Q1: 19,265 shares; 2025Q2: 17,274 shares; 2025Q3: 20,874 shares; 2025Q4: 20,504 shares 20,504 $876K 0.09% -370 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,938 shares; 2025Q1: 3,326 shares; 2025Q2: 3,099 shares; 2025Q3: 3,099 shares; 2025Q4: 3,068 shares 3,068 $875K 0.09% -31 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,204 shares; 2025Q1: 10,201 shares; 2025Q2: 9,198 shares; 2025Q3: 11,611 shares; 2025Q4: 14,866 shares 14,866 $871K 0.09% +3,255 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 636 shares; 2025Q1: 640 shares; 2025Q2: 1,259 shares; 2025Q3: 1,259 shares; 2025Q4: 1,264 shares 1,264 $837K 0.09% +5 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,532 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,992 shares 3,992 $831K 0.08% new Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,262 shares; 2025Q1: 3,262 shares; 2025Q2: 3,288 shares; 2025Q3: 3,265 shares; 2025Q4: 3,267 shares 3,267 $804K 0.08% +2 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,176 shares; 2025Q1: 1,101 shares; 2025Q2: 1,964 shares; 2025Q3: 1,387 shares; 2025Q4: 1,381 shares 1,381 $800K 0.08% -6 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 30,397 shares; 2025Q1: 22,277 shares; 2025Q2: 21,899 shares; 2025Q3: 21,899 shares; 2025Q4: 17,073 shares 17,073 $780K 0.08% -4,826 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,456 shares; 2025Q1: 2,456 shares; 2025Q2: 2,456 shares; 2025Q3: 2,456 shares; 2025Q4: 4,912 shares 4,912 $707K 0.07% +2,456 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: not loaded; 2024Q4: 18,894 shares; 2025Q1: 18,894 shares; 2025Q2: 17,164 shares; 2025Q3: 17,164 shares; 2025Q4: 17,035 shares 17,035 $703K 0.07% -129 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 942 shares; 2025Q1: 936 shares; 2025Q2: 916 shares; 2025Q3: 895 shares; 2025Q4: 892 shares 892 $683K 0.07% -3 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,296 shares; 2025Q1: 12,296 shares; 2025Q2: 12,296 shares; 2025Q3: 12,296 shares; 2025Q4: 12,907 shares 12,907 $676K 0.07% +611 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,390 shares; 2025Q1: 3,646 shares; 2025Q2: 4,152 shares; 2025Q3: 4,152 shares; 2025Q4: 4,152 shares 4,152 $673K 0.07% 0 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,463 shares; 2025Q1: 8,413 shares; 2025Q2: 8,413 shares; 2025Q3: 8,413 shares; 2025Q4: 8,413 shares 8,413 $671K 0.07% 0 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,175 shares; 2025Q4: 13,175 shares 13,175 $646K 0.07% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,252 shares; 2025Q1: 1,252 shares; 2025Q2: 1,230 shares; 2025Q3: 1,248 shares; 2025Q4: 1,236 shares 1,236 $646K 0.07% -12 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,739 shares; 2025Q1: 6,278 shares; 2025Q2: 6,682 shares; 2025Q3: 6,682 shares; 2025Q4: 6,440 shares 6,440 $643K 0.07% -242 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: not loaded; 2024Q4: not reported; 2025Q1: 2,045 shares; 2025Q2: 2,045 shares; 2025Q3: 2,185 shares; 2025Q4: 6,631 shares 6,631 $632K 0.06% +4,446 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: not loaded; 2024Q4: 41,923 shares; 2025Q1: 42,148 shares; 2025Q2: 46,231 shares; 2025Q3: 50,753 shares; 2025Q4: 9,245 shares 9,245 $621K 0.06% -41,508 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: not loaded; 2024Q4: 3,606 shares; 2025Q1: 3,606 shares; 2025Q2: 3,606 shares; 2025Q3: 3,954 shares; 2025Q4: 3,975 shares 3,975 $611K 0.06% +21 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,124 shares; 2025Q1: 7,124 shares; 2025Q2: 7,124 shares; 2025Q3: 7,308 shares; 2025Q4: 9,228 shares 9,228 $609K 0.06% +1,920 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,402 shares; 2025Q1: 5,472 shares; 2025Q2: 5,472 shares; 2025Q3: 5,386 shares; 2025Q4: 5,386 shares 5,386 $593K 0.06% 0 Timeline MGMT UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,728 shares; 2025Q1: 12,529 shares; 2025Q2: 13,277 shares; 2025Q3: 13,277 shares; 2025Q4: 13,277 shares 13,277 $589K 0.06% 0 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,536 shares; 2025Q1: 1,536 shares; 2025Q2: 1,425 shares; 2025Q3: 1,425 shares; 2025Q4: 1,524 shares 1,524 $584K 0.06% +99 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,970 shares; 2025Q1: 7,970 shares; 2025Q2: 7,970 shares; 2025Q3: 6,037 shares; 2025Q4: 6,037 shares 6,037 $580K 0.06% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,131 shares; 2025Q1: 1,231 shares; 2025Q2: 1,231 shares; 2025Q3: 1,231 shares; 2025Q4: 1,289 shares 1,289 $580K 0.06% +58 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,033 shares; 2025Q1: 1,976 shares; 2025Q2: 2,092 shares; 2025Q3: 2,133 shares; 2025Q4: 2,112 shares 2,112 $573K 0.06% -21 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 loaded; 2024Q4: 9,833 shares; 2025Q1: 9,433 shares; 2025Q2: 9,833 shares; 2025Q3: 9,863 shares; 2025Q4: 9,334 shares 9,334 $561K 0.06% -529 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: not loaded; 2024Q4: 1,678 shares; 2025Q1: 5,657 shares; 2025Q2: 5,657 shares; 2025Q3: 5,657 shares; 2025Q4: 3,878 shares 3,878 $557K 0.06% -1,779 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,546 shares; 2025Q1: 1,546 shares; 2025Q2: 1,546 shares; 2025Q3: 1,546 shares; 2025Q4: 1,551 shares 1,551 $548K 0.06% +5 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: not loaded; 2024Q4: 1,942 shares; 2025Q1: 1,930 shares; 2025Q2: 1,900 shares; 2025Q3: 1,900 shares; 2025Q4: 1,900 shares 1,900 $526K 0.05% 0 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: not loaded; 2024Q4: 17,100 shares; 2025Q1: 17,100 shares; 2025Q2: 17,100 shares; 2025Q3: 17,100 shares; 2025Q4: 17,100 shares 17,100 $514K 0.05% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 71,375 shares; 2025Q1: 70,100 shares; 2025Q2: 6,243 shares; 2025Q3: 5,879 shares; 2025Q4: 5,757 shares 5,757 $504K 0.05% -122 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,470 shares; 2025Q3: 1,554 shares; 2025Q4: 1,615 shares 1,615 $497K 0.05% +61 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 188 shares; 2025Q1: 190 shares; 2025Q2: 205 shares; 2025Q3: 269 shares; 2025Q4: 225 shares 225 $483K 0.05% -44 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: not loaded; 2024Q4: 6,710 shares; 2025Q1: 4,242 shares; 2025Q2: 4,242 shares; 2025Q3: 4,231 shares; 2025Q4: 4,228 shares 4,228 $474K 0.05% -3 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: not loaded; 2024Q4: 5,390 shares; 2025Q1: 5,390 shares; 2025Q2: 4,713 shares; 2025Q3: 4,713 shares; 2025Q4: 4,713 shares 4,713 $468K 0.05% 0 Timeline DRD DRDGOLD LIMITED More: the full row for DRDGOLD LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 21,500 shares; 2025Q1: 21,500 shares; 2025Q2: 15,073 shares; 2025Q3: 15,073 shares; 2025Q4: 15,073 shares 15,073 $467K 0.05% 0 Timeline BSMQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,271 shares; 2025Q1: 19,386 shares; 2025Q2: 20,236 shares; 2025Q3: 19,636 shares; 2025Q4: 19,636 shares 19,636 $464K 0.05% 0 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,624 shares; 2025Q1: 10,370 shares; 2025Q2: 10,370 shares; 2025Q3: 9,256 shares; 2025Q4: 8,863 shares 8,863 $457K 0.05% -393 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,987 shares; 2025Q1: 11,987 shares; 2025Q2: 11,987 shares; 2025Q3: 13,847 shares; 2025Q4: 13,847 shares 13,847 $457K 0.05% 0 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,381 shares; 2025Q1: 6,381 shares; 2025Q2: 6,150 shares; 2025Q3: 6,150 shares; 2025Q4: 5,135 shares 5,135 $454K 0.05% -1,015 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: not loaded; 2024Q4: 3,380 shares; 2025Q1: 3,380 shares; 2025Q2: 4,398 shares; 2025Q3: 4,524 shares; 2025Q4: 4,323 shares 4,323 $454K 0.05% -201 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: not loaded; 2024Q4: 128,950 shares; 2025Q1: 129,688 shares; 2025Q2: 129,928 shares; 2025Q3: 128,936 shares; 2025Q4: 15,165 shares 15,165 $453K 0.05% -113,771 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 362 shares; 2025Q1: 362 shares; 2025Q2: 362 shares; 2025Q3: 362 shares; 2025Q4: 362 shares 362 $440K 0.04% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,596 shares; 2025Q1: 2,596 shares; 2025Q2: 2,496 shares; 2025Q3: 2,486 shares; 2025Q4: 2,506 shares 2,506 $435K 0.04% +20 Timeline BSMR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,840 shares; 2025Q1: 16,964 shares; 2025Q2: 16,134 shares; 2025Q3: 18,148 shares; 2025Q4: 18,148 shares 18,148 $429K 0.04% 0 Timeline BANF BANCFIRST CORP More: the full row for BANCFIRST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,959 shares; 2025Q1: 3,959 shares; 2025Q2: 3,959 shares; 2025Q3: 3,959 shares; 2025Q4: 3,959 shares 3,959 $420K 0.04% 0 Timeline CATH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares 5,000 $411K 0.04% 0 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,841 shares; 2025Q1: 2,644 shares; 2025Q2: 3,044 shares; 2025Q3: 3,044 shares; 2025Q4: 3,007 shares 3,007 $411K 0.04% -37 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,080 shares; 2025Q1: 4,060 shares; 2025Q2: 822 shares; 2025Q3: 800 shares; 2025Q4: 803 shares 803 $410K 0.04% +3 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,151 shares; 2025Q1: 5,799 shares; 2025Q2: 2,494 shares; 2025Q3: 2,494 shares; 2025Q4: 2,554 shares 2,554 $410K 0.04% +60 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20,185 shares; 2025Q1: 20,185 shares; 2025Q2: 20,185 shares; 2025Q3: 20,185 shares; 2025Q4: 20,185 shares 20,185 $408K 0.04% 0 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: not loaded; 2024Q4: 17,200 shares; 2025Q1: 17,200 shares; 2025Q2: 14,329 shares; 2025Q3: 14,329 shares; 2025Q4: 14,329 shares 14,329 $408K 0.04% 0 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,697 shares; 2025Q1: 3,697 shares; 2025Q2: 2,244 shares; 2025Q3: 2,244 shares; 2025Q4: 1,467 shares 1,467 $404K 0.04% -777 Timeline XEVTX EATON VANCE TAX ADVT DIV INC More: the full row for EATON VANCE TAX ADVT DIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,900 shares; 2025Q1: 17,900 shares; 2025Q2: 14,888 shares; 2025Q3: 15,875 shares; 2025Q4: 15,875 shares 15,875 $400K 0.04% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,091 shares; 2025Q1: 8,091 shares; 2025Q2: 8,091 shares; 2025Q3: 8,591 shares; 2025Q4: 8,591 shares 8,591 $399K 0.04% 0 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 775 shares; 2025Q1: 775 shares; 2025Q2: 775 shares; 2025Q3: 775 shares; 2025Q4: 777 shares 777 $397K 0.04% +2 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: not loaded; 2024Q4: 3,406 shares; 2025Q1: 3,406 shares; 2025Q2: 3,406 shares; 2025Q3: 3,406 shares; 2025Q4: 3,414 shares 3,414 $396K 0.04% +8 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 loaded; 2024Q4: 2,867 shares; 2025Q1: 2,867 shares; 2025Q2: 3,667 shares; 2025Q3: 3,867 shares; 2025Q4: 3,867 shares 3,867 $390K 0.04% 0 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,197 shares; 2025Q1: 6,197 shares; 2025Q2: 5,191 shares; 2025Q3: 5,191 shares; 2025Q4: 5,197 shares 5,197 $384K 0.04% +6 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: not loaded; 2024Q4: 1,369 shares; 2025Q1: not reported; 2025Q2: 1,369 shares; 2025Q3: 1,357 shares; 2025Q4: 1,493 shares 1,493 $384K 0.04% +136 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 850 shares; 2025Q1: 850 shares; 2025Q2: 850 shares; 2025Q3: 850 shares; 2025Q4: 850 shares 850 $378K 0.04% 0 Timeline BSMS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 10,303 shares; 2025Q2: 11,138 shares; 2025Q3: 13,745 shares; 2025Q4: 16,088 shares 16,088 $378K 0.04% +2,343 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: not loaded; 2024Q4: 1,808 shares; 2025Q1: 1,808 shares; 2025Q2: 1,734 shares; 2025Q3: 1,685 shares; 2025Q4: 1,706 shares 1,706 $375K 0.04% +21 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: not loaded; 2024Q4: 21,454 shares; 2025Q1: 25,287 shares; 2025Q2: 25,287 shares; 2025Q3: 25,037 shares; 2025Q4: 6,901 shares 6,901 $372K 0.04% -18,136 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: not loaded; 2024Q4: 3,168 shares; 2025Q1: 3,168 shares; 2025Q2: 3,168 shares; 2025Q3: 3,168 shares; 2025Q4: 3,054 shares 3,054 $367K 0.04% -114 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,749 shares; 2025Q1: 3,234 shares; 2025Q2: 1,899 shares; 2025Q3: 1,899 shares; 2025Q4: 1,766 shares 1,766 $367K 0.04% -133 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: not loaded; 2024Q4: 36,854 shares; 2025Q1: 36,751 shares; 2025Q2: 36,695 shares; 2025Q3: 3,181 shares; 2025Q4: 3,037 shares 3,037 $364K 0.04% -144 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,536 shares; 2025Q4: 5,536 shares 5,536 $357K 0.04% 0 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: not loaded; 2024Q4: 2,850 shares; 2025Q1: 2,850 shares; 2025Q2: 2,850 shares; 2025Q3: 2,350 shares; 2025Q4: 2,350 shares 2,350 $356K 0.04% 0 Timeline BSCW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,012 shares 17,012 $355K 0.04% new Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,959 shares; 2025Q1: 7,655 shares; 2025Q2: 7,655 shares; 2025Q3: 7,655 shares; 2025Q4: 6,561 shares 6,561 $353K 0.04% -1,094 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,049 shares; 2025Q1: 13,049 shares; 2025Q2: 14,049 shares; 2025Q3: 14,799 shares; 2025Q4: 14,799 shares 14,799 $350K 0.04% 0 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,552 shares; 2025Q1: 4,531 shares; 2025Q2: 4,540 shares; 2025Q3: 4,540 shares; 2025Q4: 4,403 shares 4,403 $349K 0.04% -137 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: not loaded; 2024Q4: 5,076 shares; 2025Q1: 4,974 shares; 2025Q2: 4,398 shares; 2025Q3: 3,662 shares; 2025Q4: 3,491 shares 3,491 $348K 0.04% -171 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 713 shares; 2025Q1: 713 shares; 2025Q2: 713 shares; 2025Q3: 713 shares; 2025Q4: 713 shares 713 $348K 0.04% 0 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,306 shares; 2025Q1: 1,306 shares; 2025Q2: 1,306 shares; 2025Q3: 1,263 shares; 2025Q4: 1,269 shares 1,269 $347K 0.04% +6 Timeline SSRM SSR MINING IN More: the full row for SSR MINING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: 15,774 shares; 2025Q3: 15,774 shares; 2025Q4: 15,774 shares 15,774 $346K 0.04% 0 Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,580 shares; 2025Q3: 15,889 shares; 2025Q4: 15,889 shares 15,889 $345K 0.04% 0 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,950 shares; 2025Q1: 2,071 shares; 2025Q2: 2,071 shares; 2025Q3: 1,926 shares; 2025Q4: 1,893 shares 1,893 $344K 0.04% -33 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: not loaded; 2024Q4: 2,146 shares; 2025Q1: 2,146 shares; 2025Q2: 2,146 shares; 2025Q3: 2,146 shares; 2025Q4: 2,148 shares 2,148 $344K 0.03% +2 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: not loaded; 2024Q4: 21,040 shares; 2025Q1: 21,040 shares; 2025Q2: 21,040 shares; 2025Q3: 21,040 shares; 2025Q4: 20,832 shares 20,832 $344K 0.03% -208 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,783 shares; 2025Q1: 3,543 shares; 2025Q2: 3,543 shares; 2025Q3: 3,543 shares; 2025Q4: 1,783 shares 1,783 $341K 0.03% -1,760 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: not loaded; 2024Q4: 1,122 shares; 2025Q1: 1,122 shares; 2025Q2: 1,122 shares; 2025Q3: 1,143 shares; 2025Q4: 784 shares 784 $334K 0.03% -359 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: not loaded; 2024Q4: 4,108 shares; 2025Q1: 3,235 shares; 2025Q2: 3,235 shares; 2025Q3: 3,235 shares; 2025Q4: 3,235 shares 3,235 $331K 0.03% 0 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 544 shares; 2025Q1: 544 shares; 2025Q2: 544 shares; 2025Q3: 544 shares; 2025Q4: 544 shares 544 $328K 0.03% 0 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,898 shares; 2025Q1: 4,690 shares; 2025Q2: 4,690 shares; 2025Q3: 3,347 shares; 2025Q4: 3,347 shares 3,347 $325K 0.03% 0 Timeline PEJ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,045 shares; 2025Q1: 5,045 shares; 2025Q2: 5,045 shares; 2025Q3: 5,045 shares; 2025Q4: 5,045 shares 5,045 $309K 0.03% 0 Timeline BOKF BOK FINL CORP More: the full row for BOK FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,167 shares; 2025Q1: 3,167 shares; 2025Q2: 3,167 shares; 2025Q3: 2,568 shares; 2025Q4: 2,568 shares 2,568 $304K 0.03% 0 Timeline RFG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,780 shares; 2025Q1: 5,780 shares; 2025Q2: 5,780 shares; 2025Q3: 5,780 shares; 2025Q4: 5,780 shares 5,780 $303K 0.03% 0 Timeline BSMT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,781 shares; 2025Q4: 12,895 shares 12,895 $299K 0.03% +4,114 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,102 shares; 2025Q1: 2,102 shares; 2025Q2: 2,086 shares; 2025Q3: 2,086 shares; 2025Q4: 2,086 shares 2,086 $294K 0.03% 0 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 893 shares; 2025Q1: 893 shares; 2025Q2: 864 shares; 2025Q3: 864 shares; 2025Q4: 864 shares 864 $290K 0.03% 0 Timeline RZG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,295 shares; 2025Q1: 5,295 shares; 2025Q2: 5,295 shares; 2025Q3: 5,295 shares; 2025Q4: 5,295 shares 5,295 $288K 0.03% 0 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 462 shares; 2025Q1: 462 shares; 2025Q2: 462 shares; 2025Q3: 462 shares; 2025Q4: 462 shares 462 $288K 0.03% 0 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,014 shares; 2025Q1: not reported; 2025Q2: 706 shares; 2025Q3: 706 shares; 2025Q4: 825 shares 825 $278K 0.03% +119 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,558 shares; 2025Q1: 2,558 shares; 2025Q2: 2,558 shares; 2025Q3: 2,558 shares; 2025Q4: 2,558 shares 2,558 $277K 0.03% 0 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: not loaded; 2024Q4: 3,400 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 6,172 shares 6,172 $276K 0.03% +3,172 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: not loaded; 2024Q4: not reported; 2025Q1: 2,149 shares; 2025Q2: 2,093 shares; 2025Q3: 1,752 shares; 2025Q4: 1,695 shares 1,695 $276K 0.03% -57 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: not loaded; 2024Q4: 13,242 shares; 2025Q1: 13,242 shares; 2025Q2: 9,916 shares; 2025Q3: 9,916 shares; 2025Q4: 9,916 shares 9,916 $272K 0.03% 0 Timeline TRU TRANSUNION More: the full row for TRANSUNION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,100 shares; 2025Q1: 3,100 shares; 2025Q2: 3,100 shares; 2025Q3: 3,100 shares; 2025Q4: 3,100 shares 3,100 $266K 0.03% 0 Timeline PDP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,095 shares; 2025Q1: 2,095 shares; 2025Q2: 2,095 shares; 2025Q3: 2,095 shares; 2025Q4: 2,095 shares 2,095 $244K 0.02% 0 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,775 shares; 2025Q1: 2,775 shares; 2025Q2: 2,775 shares; 2025Q3: 2,775 shares; 2025Q4: 2,796 shares 2,796 $238K 0.02% +21 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: not loaded; 2024Q4: 6,300 shares; 2025Q1: not reported; 2025Q2: 6,300 shares; 2025Q3: 6,300 shares; 2025Q4: 6,322 shares 6,322 $229K 0.02% +22 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,364 shares 1,364 $229K 0.02% new Timeline OGS ONE GAS INC More: the full row for ONE GAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,134 shares; 2025Q1: 2,700 shares; 2025Q2: not reported; 2025Q3: 2,942 shares; 2025Q4: 2,942 shares 2,942 $227K 0.02% 0 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 loaded; 2024Q4: 7,692 shares; 2025Q1: 7,609 shares; 2025Q2: 6,788 shares; 2025Q3: 7,373 shares; 2025Q4: 1,969 shares 1,969 $227K 0.02% -5,404 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,167 shares; 2025Q1: 2,167 shares; 2025Q2: 1,767 shares; 2025Q3: 1,708 shares; 2025Q4: 1,161 shares 1,161 $226K 0.02% -547 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,490 shares; 2025Q1: 5,953 shares; 2025Q2: 6,098 shares; 2025Q3: 5,330 shares; 2025Q4: 1,787 shares 1,787 $225K 0.02% -3,543 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,742 shares; 2025Q3: 1,938 shares; 2025Q4: 2,045 shares 2,045 $224K 0.02% +107 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 740 shares 740 $213K 0.02% new 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: not loaded; 2024Q4: 975 shares; 2025Q1: 838 shares; 2025Q2: 861 shares; 2025Q3: 866 shares; 2025Q4: 601 shares 601 $210K 0.02% -265 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: not loaded; 2024Q4: 5,588 shares; 2025Q1: 5,547 shares; 2025Q2: 2,560 shares; 2025Q3: 2,554 shares; 2025Q4: 2,084 shares 2,084 $210K 0.02% -470 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,150 shares; 2025Q1: 1,150 shares; 2025Q2: 1,150 shares; 2025Q3: not reported; 2025Q4: 1,150 shares 1,150 $210K 0.02% new Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,026 shares 2,026 $208K 0.02% new Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,704 shares 4,704 $205K 0.02% new Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,469 shares; 2025Q1: 2,097 shares; 2025Q2: not reported; 2025Q3: 1,713 shares; 2025Q4: 1,731 shares 1,731 $203K 0.02% +18 Timeline SPHD 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 loaded; 2024Q4: 4,551 shares; 2025Q1: 4,180 shares; 2025Q2: not reported; 2025Q3: 4,180 shares; 2025Q4: 4,180 shares 4,180 $201K 0.02% 0 Timeline SKYD PARAMOUNT SKYDANCE CORP More: the full row for PARAMOUNT SKYDANCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,366 shares; 2025Q4: 13,367 shares 13,367 $179K 0.02% +1 Timeline