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: 1,127 shares; 2024Q4: 1,127 shares; 2025Q1: 1,127 shares; 2025Q2: 1,127 shares; 2025Q3: 1,127 shares; 2025Q4: 1,127 shares 1,127 $851M 55.41% 0 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: 665,529 shares; 2024Q4: 612,886 shares; 2025Q1: 593,415 shares; 2025Q2: 591,687 shares; 2025Q3: 587,848 shares; 2025Q4: 575,922 shares 575,922 $180M 11.74% -11,926 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,483,848 shares; 2024Q4: 2,483,848 shares; 2025Q1: 2,483,848 shares; 2025Q2: 2,483,848 shares; 2025Q3: 2,483,848 shares; 2025Q4: 2,483,848 shares 2,483,848 $52.2M 3.4% 0 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: 87,999 shares; 2024Q4: 88,549 shares; 2025Q1: 82,602 shares; 2025Q2: 73,621 shares; 2025Q3: 65,840 shares; 2025Q4: 57,755 shares 57,755 $36.2M 2.36% -8,085 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: 100,566 shares; 2024Q4: 100,566 shares; 2025Q1: 100,566 shares; 2025Q2: 101,555 shares; 2025Q3: 102,555 shares; 2025Q4: 102,555 shares 102,555 $36M 2.34% 0 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 343,165 shares; 2024Q4: 343,165 shares; 2025Q1: 343,165 shares; 2025Q2: 343,165 shares; 2025Q3: 343,165 shares; 2025Q4: 343,165 shares 343,165 $27.7M 1.8% 0 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: 136,918 shares; 2024Q4: 136,918 shares; 2025Q1: 136,918 shares; 2025Q2: 136,918 shares; 2025Q3: 136,918 shares; 2025Q4: 129,204 shares 129,204 $26.7M 1.74% -7,714 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 570,196 shares; 2024Q4: 570,196 shares; 2025Q1: 570,196 shares; 2025Q2: 570,196 shares; 2025Q3: 570,196 shares; 2025Q4: 570,196 shares 570,196 $26.2M 1.7% 0 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,963 shares; 2024Q4: 104,963 shares; 2025Q1: 104,963 shares; 2025Q2: 104,963 shares; 2025Q3: 104,963 shares; 2025Q4: 104,963 shares 104,963 $24M 1.56% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,544 shares; 2025Q3: 41,494 shares; 2025Q4: 164,238 shares 164,238 $20.7M 1.35% +122,744 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: 231,772 shares; 2024Q4: 231,772 shares; 2025Q1: 190,549 shares; 2025Q2: 162,092 shares; 2025Q3: 135,587 shares; 2025Q4: 113,567 shares 113,567 $18.2M 1.18% -22,020 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: 31,689 shares; 2024Q4: 31,689 shares; 2025Q1: 31,689 shares; 2025Q2: 31,689 shares; 2025Q3: 31,689 shares; 2025Q4: 31,689 shares 31,689 $16.2M 1.05% 0 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: 123,691 shares; 2024Q4: 123,691 shares; 2025Q1: 123,691 shares; 2025Q2: 125,019 shares; 2025Q3: 125,019 shares; 2025Q4: 118,202 shares 118,202 $15.3M 0.99% -6,817 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: 66,269 shares; 2024Q4: 66,269 shares; 2025Q1: 64,712 shares; 2025Q2: 64,712 shares; 2025Q3: 64,712 shares; 2025Q4: 64,712 shares 64,712 $14.8M 0.97% 0 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: 31,703 shares; 2024Q4: 31,793 shares; 2025Q1: 31,793 shares; 2025Q2: 30,438 shares; 2025Q3: 30,438 shares; 2025Q4: 29,045 shares 29,045 $14M 0.92% -1,393 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: 23,560 shares; 2024Q4: 23,560 shares; 2025Q1: 23,694 shares; 2025Q2: 24,673 shares; 2025Q3: 27,878 shares; 2025Q4: 27,878 shares 27,878 $14M 0.91% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,952 shares; 2024Q4: 144,952 shares; 2025Q1: 144,952 shares; 2025Q2: 144,952 shares; 2025Q3: 144,952 shares; 2025Q4: 144,952 shares 144,952 $13.9M 0.91% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,500 shares; 2024Q4: 25,500 shares; 2025Q1: 25,500 shares; 2025Q2: 25,500 shares; 2025Q3: 25,500 shares; 2025Q4: 25,500 shares 25,500 $10.9M 0.71% 0 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,547 shares; 2024Q4: 17,547 shares; 2025Q1: 17,547 shares; 2025Q2: 17,547 shares; 2025Q3: 16,913 shares; 2025Q4: 16,355 shares 16,355 $9.26M 0.6% -558 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,997 shares; 2024Q4: 22,997 shares; 2025Q1: 22,997 shares; 2025Q2: 22,997 shares; 2025Q3: 22,997 shares; 2025Q4: 20,556 shares 20,556 $7.81M 0.51% -2,441 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,021 shares; 2024Q4: 119,021 shares; 2025Q1: 119,021 shares; 2025Q2: 119,021 shares; 2025Q3: 119,021 shares; 2025Q4: 119,021 shares 119,021 $7.19M 0.47% 0 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: 15,600 shares; 2024Q4: 15,600 shares; 2025Q1: 15,600 shares; 2025Q2: 15,600 shares; 2025Q3: 15,600 shares; 2025Q4: 15,600 shares 15,600 $6.94M 0.45% 0 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,200 shares; 2024Q4: 32,200 shares; 2025Q1: 32,200 shares; 2025Q2: 32,200 shares; 2025Q3: 32,200 shares; 2025Q4: 32,200 shares 32,200 $6.82M 0.44% 0 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,288 shares; 2024Q4: 33,288 shares; 2025Q1: 32,239 shares; 2025Q2: 32,239 shares; 2025Q3: 32,239 shares; 2025Q4: 30,529 shares 30,529 $6.27M 0.41% -1,710 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: 50,832 shares; 2024Q4: 50,832 shares; 2025Q1: 51,986 shares; 2025Q2: 51,986 shares; 2025Q3: 51,986 shares; 2025Q4: 51,986 shares 51,986 $6.26M 0.41% 0 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: 18,744 shares; 2024Q4: 18,870 shares; 2025Q1: 19,016 shares; 2025Q2: 19,016 shares; 2025Q3: 19,016 shares; 2025Q4: 19,016 shares 19,016 $5.47M 0.36% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,873 shares; 2024Q4: 19,873 shares; 2025Q1: 19,873 shares; 2025Q2: 20,144 shares; 2025Q3: 20,144 shares; 2025Q4: 20,144 shares 20,144 $5.29M 0.34% 0 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,800 shares; 2024Q4: 42,800 shares; 2025Q1: 42,800 shares; 2025Q2: 42,800 shares; 2025Q3: 42,800 shares; 2025Q4: 38,455 shares 38,455 $5.09M 0.33% -4,345 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: 10,283 shares; 2024Q4: 10,283 shares; 2025Q1: 10,283 shares; 2025Q2: 10,283 shares; 2025Q3: 10,283 shares; 2025Q4: 10,283 shares 10,283 $4.97M 0.32% 0 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,180 shares; 2024Q4: 56,180 shares; 2025Q1: 56,180 shares; 2025Q2: 56,180 shares; 2025Q3: 56,180 shares; 2025Q4: 56,180 shares 56,180 $4.45M 0.29% 0 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: 81,141 shares; 2024Q4: 81,141 shares; 2025Q1: 81,141 shares; 2025Q2: 81,141 shares; 2025Q3: 81,141 shares; 2025Q4: 81,141 shares 81,141 $4.38M 0.29% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,870 shares; 2024Q4: 32,870 shares; 2025Q1: 32,870 shares; 2025Q2: 32,870 shares; 2025Q3: 32,870 shares; 2025Q4: 32,870 shares 32,870 $4.12M 0.27% 0 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,722 shares; 2024Q4: 28,722 shares; 2025Q1: 28,722 shares; 2025Q2: 28,722 shares; 2025Q3: 28,722 shares; 2025Q4: 26,512 shares 26,512 $3.8M 0.25% -2,210 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,954 shares; 2024Q4: 54,954 shares; 2025Q1: 54,954 shares; 2025Q2: 54,954 shares; 2025Q3: 54,954 shares; 2025Q4: 54,954 shares 54,954 $3.29M 0.21% 0 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,562 shares; 2024Q4: 13,562 shares; 2025Q1: 13,562 shares; 2025Q2: 13,562 shares; 2025Q3: 13,562 shares; 2025Q4: 13,562 shares 13,562 $3.03M 0.2% 0 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,607 shares; 2024Q4: 34,607 shares; 2025Q1: 34,607 shares; 2025Q2: 34,607 shares; 2025Q3: 34,607 shares; 2025Q4: 34,607 shares 34,607 $3.02M 0.2% 0 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,764 shares; 2024Q4: 43,764 shares; 2025Q1: 43,764 shares; 2025Q2: 43,764 shares; 2025Q3: 43,764 shares; 2025Q4: 65,646 shares 65,646 $3.01M 0.2% +21,882 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,626 shares; 2024Q4: 63,226 shares; 2025Q1: 63,226 shares; 2025Q2: 63,226 shares; 2025Q3: 63,226 shares; 2025Q4: 49,400 shares 49,400 $2.73M 0.18% -13,826 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: 10,400 shares; 2024Q4: 10,400 shares; 2025Q1: 10,400 shares; 2025Q2: 10,400 shares; 2025Q3: 10,400 shares; 2025Q4: 10,400 shares 10,400 $2.68M 0.17% 0 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: 14,382 shares; 2024Q4: 14,382 shares; 2025Q1: 14,382 shares; 2025Q2: 14,382 shares; 2025Q3: 14,382 shares; 2025Q4: 14,382 shares 14,382 $2.62M 0.17% 0 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: 21,546 shares; 2024Q4: 21,546 shares; 2025Q1: 21,546 shares; 2025Q2: 21,546 shares; 2025Q3: 21,546 shares; 2025Q4: 21,546 shares 21,546 $2.15M 0.14% 0 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: 8,911 shares; 2024Q4: 8,911 shares; 2025Q1: 8,911 shares; 2025Q2: 8,911 shares; 2025Q3: 6,358 shares; 2025Q4: 6,358 shares 6,358 $1.75M 0.11% 0 Timeline VNT VONTIER CORPORATION More: the full row for VONTIER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,267 shares; 2024Q4: 39,267 shares; 2025Q1: 39,267 shares; 2025Q2: 39,267 shares; 2025Q3: 39,267 shares; 2025Q4: 39,267 shares 39,267 $1.46M 0.1% 0 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,901 shares; 2024Q4: 5,901 shares; 2025Q1: 5,901 shares; 2025Q2: 5,901 shares; 2025Q3: 5,901 shares; 2025Q4: 5,901 shares 5,901 $1.43M 0.09% 0 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,060 shares; 2024Q4: 1,060 shares; 2025Q1: 1,060 shares; 2025Q2: 1,060 shares; 2025Q3: 1,060 shares; 2025Q4: 1,060 shares 1,060 $1.41M 0.09% 0 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,728 shares; 2024Q4: 17,728 shares; 2025Q1: 17,728 shares; 2025Q2: 17,728 shares; 2025Q3: 17,728 shares; 2025Q4: 17,728 shares 17,728 $1.39M 0.09% 0 Timeline AMTM AMENTUM HOLDINGS INC More: the full row for AMENTUM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,201 shares; 2024Q4: 42,800 shares; 2025Q1: 42,800 shares; 2025Q2: 45,403 shares; 2025Q3: 45,403 shares; 2025Q4: 45,403 shares 45,403 $1.32M 0.09% 0 Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,496 shares; 2025Q3: 6,496 shares; 2025Q4: 6,496 shares 6,496 $1.21M 0.08% 0 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,400 shares; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares; 2025Q4: 1,400 shares 1,400 $1.21M 0.08% 0 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,512 shares; 2024Q4: 23,512 shares; 2025Q1: 23,512 shares; 2025Q2: 23,512 shares; 2025Q3: 23,512 shares; 2025Q4: 23,512 shares 23,512 $1.2M 0.08% 0 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: 20,898 shares; 2024Q4: 20,898 shares; 2025Q1: 20,898 shares; 2025Q2: 20,898 shares; 2025Q3: 20,898 shares; 2025Q4: 20,898 shares 20,898 $1.12M 0.07% 0 Timeline RAL RALLIANT CORP More: the full row for RALLIANT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,075 shares; 2025Q3: 21,075 shares; 2025Q4: 21,075 shares 21,075 $1.07M 0.07% 0 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: 10,631 shares; 2024Q4: 10,631 shares; 2025Q1: 10,631 shares; 2025Q2: 10,631 shares; 2025Q3: 10,631 shares; 2025Q4: 10,631 shares 10,631 $991K 0.06% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,634 shares 3,634 $963K 0.06% new Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,107 shares 6,107 $932K 0.06% new Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,812 shares; 2024Q4: 8,812 shares; 2025Q1: 8,812 shares; 2025Q2: 8,812 shares; 2025Q3: 8,812 shares; 2025Q4: 8,812 shares 8,812 $928K 0.06% 0 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,815 shares; 2024Q4: 1,815 shares; 2025Q1: 1,815 shares; 2025Q2: 6,403 shares; 2025Q3: 6,403 shares; 2025Q4: 6,403 shares 6,403 $871K 0.06% 0 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,579 shares; 2024Q4: 13,167 shares; 2025Q1: 15,745 shares; 2025Q2: 15,745 shares; 2025Q3: 15,745 shares; 2025Q4: 15,745 shares 15,745 $846K 0.06% 0 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 161 shares; 2025Q2: 482 shares; 2025Q3: 482 shares; 2025Q4: 482 shares 482 $672K 0.04% 0 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,800 shares; 2024Q4: 10,800 shares; 2025Q1: 10,800 shares; 2025Q2: 10,800 shares; 2025Q3: 10,800 shares; 2025Q4: 10,800 shares 10,800 $667K 0.04% 0 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,942 shares; 2025Q3: 2,942 shares; 2025Q4: 2,942 shares 2,942 $647K 0.04% 0 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,452 shares; 2025Q3: 14,405 shares; 2025Q4: 14,405 shares 14,405 $616K 0.04% 0 Timeline WDS WOODSIDE ENERGY GROUP LTD More: the full row for WOODSIDE ENERGY GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,381 shares; 2024Q4: 35,381 shares; 2025Q1: 35,381 shares; 2025Q2: 35,381 shares; 2025Q3: 35,381 shares; 2025Q4: 35,381 shares 35,381 $552K 0.04% 0 Timeline LEVI LEVI STRAUSS & CO NEW More: the full row for LEVI STRAUSS & CO NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,500 shares; 2024Q4: 24,500 shares; 2025Q1: 24,500 shares; 2025Q2: 24,500 shares; 2025Q3: 24,500 shares; 2025Q4: 24,500 shares 24,500 $508K 0.03% 0 Timeline CSD INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,903 shares; 2024Q4: 4,903 shares; 2025Q1: 4,903 shares; 2025Q2: 4,903 shares; 2025Q3: 4,903 shares; 2025Q4: 4,903 shares 4,903 $489K 0.03% 0 Timeline VPL 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: 4,931 shares; 2024Q4: 4,931 shares; 2025Q1: 4,931 shares; 2025Q2: 4,931 shares; 2025Q3: 4,931 shares; 2025Q4: 4,931 shares 4,931 $446K 0.03% 0 Timeline FONR FONAR CORP More: the full row for FONAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,158 shares; 2024Q4: 14,158 shares; 2025Q1: 14,158 shares; 2025Q2: 14,158 shares; 2025Q3: 14,158 shares; 2025Q4: 14,158 shares 14,158 $263K 0.02% 0 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares 2,500 $245K 0.02% 0 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,373 shares; 2024Q4: 1,373 shares; 2025Q1: 1,373 shares; 2025Q2: 1,373 shares; 2025Q3: 1,373 shares; 2025Q4: 1,373 shares 1,373 $232K 0.02% 0 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $225K 0.01% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 500 shares 500 $198K 0.01% new 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: 302 shares; 2024Q4: 302 shares; 2025Q1: 302 shares; 2025Q2: 302 shares; 2025Q3: 302 shares; 2025Q4: 302 shares 302 $186K 0.01% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 365 shares 365 $120K 0.01% new Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 687 shares 687 $119K 0.01% new Timeline TNET TRINET GROUP INC More: the full row for TRINET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,900 shares; 2025Q4: 1,900 shares 1,900 $112K 0.01% 0 Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,220 shares; 2024Q4: 2,220 shares; 2025Q1: 2,220 shares; 2025Q2: 2,220 shares; 2025Q3: 2,220 shares; 2025Q4: 2,220 shares 2,220 $85.8K 0.01% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 233 shares; 2025Q4: 233 shares 233 $76.3K <0.01% 0 Timeline UG UNITED GUARDIAN INC More: the full row for UNITED GUARDIAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,500 shares; 2025Q4: 9,500 shares 9,500 $58.5K <0.01% 0 Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,020 shares; 2024Q4: 2,020 shares; 2025Q1: 2,020 shares; 2025Q2: 2,020 shares; 2025Q3: 2,020 shares; 2025Q4: 2,020 shares 2,020 $47K <0.01% 0 Timeline OGN ORGANON & CO More: the full row for ORGANON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 599 shares; 2024Q4: 599 shares; 2025Q1: 599 shares; 2025Q2: 599 shares; 2025Q3: 599 shares; 2025Q4: 599 shares 599 $4.29K <0.01% 0 Timeline