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: 220,995 shares; 2024Q4: 219,634 shares; 2025Q1: 218,228 shares; 2025Q2: 217,773 shares; 2025Q3: 215,873 shares; 2025Q4: 214,243 shares 214,243 $146M 8.49% -1,630 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: 836,967 shares; 2024Q4: 896,241 shares; 2025Q1: 1,913,658 shares; 2025Q2: 2,040,018 shares; 2025Q3: 2,203,893 shares; 2025Q4: 2,226,081 shares 2,226,081 $139M 8.09% +22,188 Timeline SPMD 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: 544,324 shares; 2024Q4: 570,208 shares; 2025Q1: 608,348 shares; 2025Q2: 1,195,251 shares; 2025Q3: 1,255,132 shares; 2025Q4: 1,278,725 shares 1,278,725 $74.1M 4.31% +23,593 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: 120,979 shares; 2024Q4: 120,611 shares; 2025Q1: 120,356 shares; 2025Q2: 119,169 shares; 2025Q3: 119,611 shares; 2025Q4: 117,586 shares 117,586 $70.9M 4.12% -2,025 Timeline FTRB 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: 1,514,055 shares; 2024Q4: 1,809,731 shares; 2025Q1: 1,964,479 shares; 2025Q2: 2,307,838 shares; 2025Q3: 2,530,627 shares; 2025Q4: 2,638,018 shares 2,638,018 $67M 3.89% +107,391 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: 314,727 shares; 2024Q4: 341,330 shares; 2025Q1: 897,363 shares; 2025Q2: 972,070 shares; 2025Q3: 1,065,047 shares; 2025Q4: 1,083,679 shares 1,083,679 $58.3M 3.39% +18,632 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: 2,559,196 shares; 2024Q4: 2,647,734 shares; 2025Q1: 2,703,849 shares; 2025Q2: 2,711,978 shares; 2025Q3: 2,805,426 shares; 2025Q4: 2,823,812 shares 2,823,812 $55.3M 3.21% +18,386 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: 2,338,825 shares; 2024Q4: 2,354,624 shares; 2025Q1: 2,409,045 shares; 2025Q2: 2,415,100 shares; 2025Q3: 2,502,599 shares; 2025Q4: 2,527,006 shares 2,527,006 $49.9M 2.9% +24,407 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: 2,223,070 shares; 2024Q4: 2,248,990 shares; 2025Q1: 2,286,974 shares; 2025Q2: 2,289,871 shares; 2025Q3: 2,361,679 shares; 2025Q4: 2,386,712 shares 2,386,712 $49.2M 2.86% +25,033 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: 828,201 shares; 2024Q4: 2,012,301 shares; 2025Q1: 2,085,408 shares; 2025Q2: 2,143,374 shares; 2025Q3: 2,256,782 shares; 2025Q4: 2,326,988 shares 2,326,988 $43.8M 2.55% +70,206 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: 249,059 shares; 2024Q4: 245,649 shares; 2025Q1: 244,567 shares; 2025Q2: 240,622 shares; 2025Q3: 235,455 shares; 2025Q4: 232,454 shares 232,454 $43.4M 2.52% -3,001 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: 20,335 shares; 2024Q4: 1,698,495 shares; 2025Q1: 2,012,733 shares; 2025Q2: 2,140,405 shares; 2025Q3: 2,373,130 shares; 2025Q4: 2,485,698 shares 2,485,698 $42.1M 2.45% +112,568 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 145,047 shares; 2025Q3: 1,981,503 shares; 2025Q4: 2,389,461 shares 2,389,461 $39.9M 2.32% +407,958 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: 126,116 shares; 2024Q4: 124,922 shares; 2025Q1: 124,137 shares; 2025Q2: 122,729 shares; 2025Q3: 119,839 shares; 2025Q4: 117,883 shares 117,883 $37M 2.15% -1,956 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: 77,386 shares; 2024Q4: 77,473 shares; 2025Q1: 76,269 shares; 2025Q2: 75,469 shares; 2025Q3: 74,129 shares; 2025Q4: 74,302 shares 74,302 $35.9M 2.09% +173 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,155 shares; 2024Q4: 132,071 shares; 2025Q1: 130,562 shares; 2025Q2: 129,566 shares; 2025Q3: 127,979 shares; 2025Q4: 127,964 shares 127,964 $34.8M 2.02% -15 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193,716 shares; 2024Q4: 239,185 shares; 2025Q1: 325,004 shares; 2025Q2: 475,061 shares; 2025Q3: 584,785 shares; 2025Q4: 600,786 shares 600,786 $34.1M 1.98% +16,001 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,108 shares; 2024Q4: 85,617 shares; 2025Q1: 156,714 shares; 2025Q2: 280,211 shares; 2025Q3: 355,489 shares; 2025Q4: 410,873 shares 410,873 $33M 1.92% +55,384 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 328,239 shares; 2024Q4: 324,296 shares; 2025Q1: 334,617 shares; 2025Q2: 344,181 shares; 2025Q3: 355,740 shares; 2025Q4: 352,268 shares 352,268 $26.1M 1.52% -3,472 Timeline GII 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: 215,510 shares; 2024Q4: 231,164 shares; 2025Q1: 242,452 shares; 2025Q2: 257,006 shares; 2025Q3: 353,472 shares; 2025Q4: 373,381 shares 373,381 $26.1M 1.51% +19,909 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 802,117 shares; 2024Q4: 635,389 shares; 2025Q1: 621,551 shares; 2025Q2: 542,269 shares; 2025Q3: 547,226 shares; 2025Q4: 543,984 shares 543,984 $24.9M 1.45% -3,242 Timeline JPIB 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: 224,076 shares; 2024Q4: 266,449 shares; 2025Q1: 291,867 shares; 2025Q2: 328,375 shares; 2025Q3: 372,800 shares; 2025Q4: 388,022 shares 388,022 $18.9M 1.1% +15,222 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: 59,471 shares; 2024Q4: 58,702 shares; 2025Q1: 58,195 shares; 2025Q2: 57,794 shares; 2025Q3: 57,074 shares; 2025Q4: 55,773 shares 55,773 $18M 1.04% -1,301 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: 66,286 shares; 2024Q4: 67,206 shares; 2025Q1: 67,589 shares; 2025Q2: 69,449 shares; 2025Q3: 68,996 shares; 2025Q4: 68,883 shares 68,883 $15.9M 0.92% -113 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: 172,407 shares; 2024Q4: 172,057 shares; 2025Q1: 171,446 shares; 2025Q2: 173,260 shares; 2025Q3: 173,155 shares; 2025Q4: 160,540 shares 160,540 $15.4M 0.9% -12,615 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: 117,084 shares; 2024Q4: 114,383 shares; 2025Q1: 118,105 shares; 2025Q2: 115,977 shares; 2025Q3: 108,107 shares; 2025Q4: 106,461 shares 106,461 $15.3M 0.89% -1,646 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: 262,065 shares; 2024Q4: 309,350 shares; 2025Q1: 320,730 shares; 2025Q2: 610,608 shares; 2025Q3: 571,429 shares; 2025Q4: 633,116 shares 633,116 $14.7M 0.85% +61,687 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: 191,403 shares; 2024Q4: 189,974 shares; 2025Q1: 186,998 shares; 2025Q2: 367,529 shares; 2025Q3: 360,154 shares; 2025Q4: 353,234 shares 353,234 $14.2M 0.82% -6,920 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 51,933 shares; 2025Q2: 180,031 shares; 2025Q3: 286,098 shares; 2025Q4: 350,678 shares 350,678 $12.1M 0.7% +64,580 Timeline IBMP 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: 325,241 shares; 2024Q4: 337,256 shares; 2025Q1: 339,113 shares; 2025Q2: 399,047 shares; 2025Q3: 399,613 shares; 2025Q4: 436,605 shares 436,605 $11.1M 0.64% +36,992 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: 32,553 shares; 2024Q4: 32,401 shares; 2025Q1: 31,952 shares; 2025Q2: 31,150 shares; 2025Q3: 30,792 shares; 2025Q4: 30,376 shares 30,376 $10.5M 0.61% -416 Timeline IBMO 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: 311,484 shares; 2024Q4: 324,032 shares; 2025Q1: 325,445 shares; 2025Q2: 383,212 shares; 2025Q3: 382,065 shares; 2025Q4: 390,744 shares 390,744 $10M 0.58% +8,679 Timeline IBMQ 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: 296,489 shares; 2024Q4: 328,783 shares; 2025Q1: 330,765 shares; 2025Q2: 382,180 shares; 2025Q3: 384,643 shares; 2025Q4: 391,299 shares 391,299 $10M 0.58% +6,656 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: 17,345 shares; 2024Q4: 17,380 shares; 2025Q1: 17,538 shares; 2025Q2: 17,522 shares; 2025Q3: 17,492 shares; 2025Q4: 17,104 shares 17,104 $9.76M 0.57% -388 Timeline BSMU 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: 56,694 shares; 2024Q4: 327,128 shares; 2025Q1: 340,704 shares; 2025Q2: 117,881 shares; 2025Q3: 244,626 shares; 2025Q4: 432,344 shares 432,344 $9.52M 0.55% +187,718 Timeline BSMV 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50,511 shares; 2025Q3: 128,922 shares; 2025Q4: 441,580 shares 441,580 $9.33M 0.54% +312,658 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: 13,652 shares; 2024Q4: 13,439 shares; 2025Q1: 13,526 shares; 2025Q2: 13,713 shares; 2025Q3: 13,490 shares; 2025Q4: 13,466 shares 13,466 $8.89M 0.52% -24 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: 55,400 shares; 2024Q4: 55,026 shares; 2025Q1: 54,030 shares; 2025Q2: 52,841 shares; 2025Q3: 51,941 shares; 2025Q4: 49,817 shares 49,817 $8.07M 0.47% -2,124 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: 12,520 shares; 2024Q4: 12,252 shares; 2025Q1: 12,513 shares; 2025Q2: 12,508 shares; 2025Q3: 12,246 shares; 2025Q4: 11,951 shares 11,951 $7.49M 0.44% -295 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,653 shares; 2024Q4: 8,829 shares; 2025Q1: 8,945 shares; 2025Q2: 8,942 shares; 2025Q3: 8,838 shares; 2025Q4: 8,491 shares 8,491 $7.32M 0.43% -347 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: 21,502 shares; 2024Q4: 42,765 shares; 2025Q1: 42,270 shares; 2025Q2: 41,287 shares; 2025Q3: 40,349 shares; 2025Q4: 39,222 shares 39,222 $7.22M 0.42% -1,127 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: 38,368 shares; 2024Q4: 38,525 shares; 2025Q1: 38,983 shares; 2025Q2: 38,371 shares; 2025Q3: 37,177 shares; 2025Q4: 36,750 shares 36,750 $7.16M 0.42% -427 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: 33,870 shares; 2024Q4: 31,723 shares; 2025Q1: 31,193 shares; 2025Q2: 33,146 shares; 2025Q3: 33,738 shares; 2025Q4: 34,098 shares 34,098 $7.06M 0.41% +360 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: 11,545 shares; 2024Q4: 11,264 shares; 2025Q1: 11,230 shares; 2025Q2: 10,831 shares; 2025Q3: 10,737 shares; 2025Q4: 10,863 shares 10,863 $6.29M 0.37% +126 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: 23,576 shares; 2024Q4: 23,271 shares; 2025Q1: 23,091 shares; 2025Q2: 21,774 shares; 2025Q3: 20,868 shares; 2025Q4: 20,253 shares 20,253 $6.19M 0.36% -615 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: 64,146 shares; 2024Q4: 60,152 shares; 2025Q1: 59,322 shares; 2025Q2: 55,612 shares; 2025Q3: 51,040 shares; 2025Q4: 50,078 shares 50,078 $6.02M 0.35% -962 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: 25,671 shares; 2024Q4: 25,605 shares; 2025Q1: 24,687 shares; 2025Q2: 24,007 shares; 2025Q3: 23,734 shares; 2025Q4: 23,462 shares 23,462 $5.78M 0.34% -272 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: 40,399 shares; 2024Q4: 39,394 shares; 2025Q1: 39,494 shares; 2025Q2: 38,672 shares; 2025Q3: 38,267 shares; 2025Q4: 37,422 shares 37,422 $5.75M 0.33% -845 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: 44,211 shares; 2024Q4: 44,890 shares; 2025Q1: 45,880 shares; 2025Q2: 44,353 shares; 2025Q3: 43,958 shares; 2025Q4: 43,935 shares 43,935 $5.29M 0.31% -23 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: 43,142 shares; 2024Q4: 42,962 shares; 2025Q1: 42,680 shares; 2025Q2: 42,565 shares; 2025Q3: 42,609 shares; 2025Q4: 41,143 shares 41,143 $5.15M 0.3% -1,466 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: 6,572 shares; 2024Q4: 26,596 shares; 2025Q1: 42,347 shares; 2025Q2: 60,384 shares; 2025Q3: 182,242 shares; 2025Q4: 218,048 shares 218,048 $5.12M 0.3% +35,806 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: 15,350 shares; 2024Q4: 15,182 shares; 2025Q1: 14,999 shares; 2025Q2: 14,548 shares; 2025Q3: 14,505 shares; 2025Q4: 14,388 shares 14,388 $5.05M 0.29% -117 Timeline RWO 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: 204,596 shares; 2024Q4: 271,409 shares; 2025Q1: 299,190 shares; 2025Q2: 282,877 shares; 2025Q3: 135,634 shares; 2025Q4: 111,717 shares 111,717 $5.03M 0.29% -23,917 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: 4,563 shares; 2024Q4: 4,324 shares; 2025Q1: 4,244 shares; 2025Q2: 4,201 shares; 2025Q3: 4,134 shares; 2025Q4: 4,052 shares 4,052 $4.92M 0.29% -82 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 reported; 2024Q4: 30,121 shares; 2025Q1: 78,361 shares; 2025Q2: 78,411 shares; 2025Q3: 122,629 shares; 2025Q4: 206,566 shares 206,566 $4.89M 0.28% +83,937 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: 5,109 shares; 2024Q4: 28,476 shares; 2025Q1: 75,628 shares; 2025Q2: 78,182 shares; 2025Q3: 123,942 shares; 2025Q4: 204,694 shares 204,694 $4.84M 0.28% +80,752 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,272 shares; 2024Q4: 44,147 shares; 2025Q1: 44,247 shares; 2025Q2: 50,244 shares; 2025Q3: 50,724 shares; 2025Q4: 71,979 shares 71,979 $4.68M 0.27% +21,255 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: 9,023 shares; 2024Q4: 14,565 shares; 2025Q1: 14,402 shares; 2025Q2: 14,162 shares; 2025Q3: 13,649 shares; 2025Q4: 13,302 shares 13,302 $4.46M 0.26% -347 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: 17,994 shares; 2024Q4: 17,726 shares; 2025Q1: 17,861 shares; 2025Q2: 17,746 shares; 2025Q3: 17,270 shares; 2025Q4: 16,704 shares 16,704 $4.43M 0.26% -566 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: 34,692 shares; 2024Q4: 33,758 shares; 2025Q1: 33,179 shares; 2025Q2: 31,716 shares; 2025Q3: 30,453 shares; 2025Q4: 30,533 shares 30,533 $4.38M 0.25% +80 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: 50,909 shares; 2024Q4: 51,385 shares; 2025Q1: 50,894 shares; 2025Q2: 51,272 shares; 2025Q3: 51,736 shares; 2025Q4: 53,508 shares 53,508 $4.12M 0.24% +1,772 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: 17,982 shares; 2024Q4: 17,962 shares; 2025Q1: 18,015 shares; 2025Q2: 17,734 shares; 2025Q3: 17,622 shares; 2025Q4: 17,627 shares 17,627 $4.04M 0.23% +5 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: 55,257 shares; 2024Q4: 55,259 shares; 2025Q1: 55,222 shares; 2025Q2: 53,697 shares; 2025Q3: 53,769 shares; 2025Q4: 50,787 shares 50,787 $4.03M 0.23% -2,982 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: 5 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares 5 $3.77M 0.22% 0 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: 29,370 shares; 2024Q4: 29,177 shares; 2025Q1: 29,207 shares; 2025Q2: 26,759 shares; 2025Q3: 24,039 shares; 2025Q4: 24,180 shares 24,180 $3.69M 0.21% +141 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: 12,802 shares; 2024Q4: 12,995 shares; 2025Q1: 13,141 shares; 2025Q2: 13,143 shares; 2025Q3: 13,128 shares; 2025Q4: 12,421 shares 12,421 $3.59M 0.21% -707 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: 3,745 shares; 2024Q4: 3,414 shares; 2025Q1: 3,194 shares; 2025Q2: 3,129 shares; 2025Q3: 2,981 shares; 2025Q4: 3,177 shares 3,177 $3.41M 0.2% +196 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: 7,461 shares; 2024Q4: 7,291 shares; 2025Q1: 7,232 shares; 2025Q2: 7,122 shares; 2025Q3: 7,017 shares; 2025Q4: 7,204 shares 7,204 $3.35M 0.2% +187 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: 5,561 shares; 2024Q4: 5,418 shares; 2025Q1: 5,335 shares; 2025Q2: 5,071 shares; 2025Q3: 5,071 shares; 2025Q4: 5,155 shares 5,155 $2.92M 0.17% +84 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,077 shares; 2024Q4: 12,326 shares; 2025Q1: 11,440 shares; 2025Q2: 10,478 shares; 2025Q3: 9,197 shares; 2025Q4: 9,856 shares 9,856 $2.92M 0.17% +659 Timeline GNR 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40,485 shares; 2025Q3: 44,956 shares; 2025Q4: 44,967 shares 44,967 $2.79M 0.16% +11 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: 45,810 shares; 2024Q4: 45,506 shares; 2025Q1: 43,485 shares; 2025Q2: 42,932 shares; 2025Q3: 42,387 shares; 2025Q4: 41,444 shares 41,444 $2.78M 0.16% -943 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: 35,973 shares; 2024Q4: 37,086 shares; 2025Q1: 37,173 shares; 2025Q2: 38,587 shares; 2025Q3: 39,582 shares; 2025Q4: 39,768 shares 39,768 $2.78M 0.16% +186 Timeline BSMW 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,817 shares; 2025Q4: 109,974 shares 109,974 $2.76M 0.16% +77,157 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: 5,540 shares; 2024Q4: 5,330 shares; 2025Q1: 5,345 shares; 2025Q2: 5,309 shares; 2025Q3: 4,912 shares; 2025Q4: 5,407 shares 5,407 $2.72M 0.16% +495 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: 159,427 shares; 2024Q4: 159,412 shares; 2025Q1: 159,362 shares; 2025Q2: 140,270 shares; 2025Q3: 51,043 shares; 2025Q4: 50,742 shares 50,742 $2.71M 0.16% -301 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: 27,649 shares; 2024Q4: 27,610 shares; 2025Q1: 27,030 shares; 2025Q2: 26,146 shares; 2025Q3: 26,036 shares; 2025Q4: 23,471 shares 23,471 $2.67M 0.16% -2,565 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: 22,520 shares; 2024Q4: 22,979 shares; 2025Q1: 22,233 shares; 2025Q2: 21,364 shares; 2025Q3: 21,170 shares; 2025Q4: 14,857 shares 14,857 $2.61M 0.15% -6,313 Timeline BSMY 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,991 shares; 2025Q4: 105,994 shares 105,994 $2.61M 0.15% +72,003 Timeline BSSX 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,149 shares; 2025Q4: 100,753 shares 100,753 $2.6M 0.15% +68,604 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,486 shares; 2024Q4: 3,426 shares; 2025Q1: 3,305 shares; 2025Q2: 2,940 shares; 2025Q3: 2,650 shares; 2025Q4: 2,566 shares 2,566 $2.59M 0.15% -84 Timeline XLB 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: 28,336 shares; 2024Q4: 28,176 shares; 2025Q1: 26,455 shares; 2025Q2: 25,208 shares; 2025Q3: 23,500 shares; 2025Q4: 57,005 shares 57,005 $2.59M 0.15% +33,505 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,543 shares; 2024Q4: 59,675 shares; 2025Q1: 58,776 shares; 2025Q2: 50,641 shares; 2025Q3: 49,291 shares; 2025Q4: 40,527 shares 40,527 $2.58M 0.15% -8,764 Timeline CATX PERSPECTIVE THERAPEUTICS INC More: the full row for PERSPECTIVE THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,027,830 shares; 2024Q4: 1,027,830 shares; 2025Q1: 1,023,628 shares; 2025Q2: 984,200 shares; 2025Q3: 979,200 shares; 2025Q4: 938,200 shares 938,200 $2.58M 0.15% -41,000 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,675 shares; 2024Q4: 11,675 shares; 2025Q1: 11,675 shares; 2025Q2: 11,675 shares; 2025Q3: 11,675 shares; 2025Q4: 10,133 shares 10,133 $2.54M 0.15% -1,542 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: 5,173 shares; 2024Q4: 5,171 shares; 2025Q1: 5,141 shares; 2025Q2: 4,962 shares; 2025Q3: 4,962 shares; 2025Q4: 4,857 shares 4,857 $2.54M 0.15% -105 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,956 shares; 2024Q4: 7,216 shares; 2025Q1: 7,366 shares; 2025Q2: 7,710 shares; 2025Q3: 7,760 shares; 2025Q4: 7,465 shares 7,465 $2.52M 0.15% -295 Timeline VXF 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: 12,048 shares; 2024Q4: 11,868 shares; 2025Q1: 12,342 shares; 2025Q2: 12,318 shares; 2025Q3: 12,098 shares; 2025Q4: 11,948 shares 11,948 $2.5M 0.15% -150 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: 5,541 shares; 2024Q4: 7,731 shares; 2025Q1: 8,368 shares; 2025Q2: 9,932 shares; 2025Q3: 10,707 shares; 2025Q4: 11,027 shares 11,027 $2.36M 0.14% +320 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,488 shares; 2024Q4: 29,611 shares; 2025Q1: 30,555 shares; 2025Q2: 30,294 shares; 2025Q3: 30,053 shares; 2025Q4: 30,526 shares 30,526 $2.3M 0.13% +473 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: 9,870 shares; 2024Q4: 9,868 shares; 2025Q1: 9,849 shares; 2025Q2: 11,693 shares; 2025Q3: 11,303 shares; 2025Q4: 17,250 shares 17,250 $2.29M 0.13% +5,947 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: 9,121 shares; 2024Q4: 9,300 shares; 2025Q1: 9,518 shares; 2025Q2: 9,297 shares; 2025Q3: 8,871 shares; 2025Q4: 8,373 shares 8,373 $2.27M 0.13% -498 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 108,843 shares; 2025Q3: 93,290 shares; 2025Q4: 90,030 shares 90,030 $2.25M 0.13% -3,260 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,067 shares; 2024Q4: 84,428 shares; 2025Q1: 85,776 shares; 2025Q2: 84,363 shares; 2025Q3: 79,658 shares; 2025Q4: 60,483 shares 60,483 $2.24M 0.13% -19,175 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,839 shares; 2024Q4: 14,533 shares; 2025Q1: 14,731 shares; 2025Q2: 15,403 shares; 2025Q3: 15,508 shares; 2025Q4: 14,463 shares 14,463 $2.23M 0.13% -1,045 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,828 shares; 2024Q4: 7,049 shares; 2025Q1: 7,188 shares; 2025Q2: 7,311 shares; 2025Q3: 6,945 shares; 2025Q4: 6,600 shares 6,600 $2.22M 0.13% -345 Timeline VGSH 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: 28,147 shares; 2024Q4: 27,164 shares; 2025Q1: 33,893 shares; 2025Q2: 34,099 shares; 2025Q3: 38,081 shares; 2025Q4: 37,324 shares 37,324 $2.19M 0.13% -757 Timeline IAK 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: 14,691 shares; 2024Q4: 14,689 shares; 2025Q1: 14,050 shares; 2025Q2: 13,694 shares; 2025Q3: 13,630 shares; 2025Q4: 15,392 shares 15,392 $2.1M 0.12% +1,762 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,354 shares; 2024Q4: 19,662 shares; 2025Q1: 20,257 shares; 2025Q2: 20,966 shares; 2025Q3: 21,267 shares; 2025Q4: 20,156 shares 20,156 $2.01M 0.12% -1,111 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: 7,685 shares; 2024Q4: 7,623 shares; 2025Q1: 7,557 shares; 2025Q2: 7,211 shares; 2025Q3: 7,211 shares; 2025Q4: 7,061 shares 7,061 $1.85M 0.11% -150 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: 47,614 shares; 2024Q4: 48,726 shares; 2025Q1: 49,075 shares; 2025Q2: 49,403 shares; 2025Q3: 47,317 shares; 2025Q4: 34,217 shares 34,217 $1.84M 0.11% -13,100 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: 18,290 shares; 2024Q4: 19,550 shares; 2025Q1: 19,934 shares; 2025Q2: 20,878 shares; 2025Q3: 20,787 shares; 2025Q4: 22,198 shares 22,198 $1.78M 0.1% +1,411 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: 4,180 shares; 2024Q4: 5,248 shares; 2025Q1: 5,255 shares; 2025Q2: 27,012 shares; 2025Q3: 26,151 shares; 2025Q4: 26,833 shares 26,833 $1.77M 0.1% +682 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: 8,869 shares; 2024Q4: 8,890 shares; 2025Q1: 9,023 shares; 2025Q2: 8,974 shares; 2025Q3: 8,932 shares; 2025Q4: 8,093 shares 8,093 $1.76M 0.1% -839 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH 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: 19,000 shares; 2025Q4: 19,079 shares 19,079 $1.74M 0.1% +79 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,317 shares; 2024Q4: 11,787 shares; 2025Q1: 11,687 shares; 2025Q2: 11,149 shares; 2025Q3: 10,866 shares; 2025Q4: 10,739 shares 10,739 $1.73M 0.1% -127 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,955 shares; 2024Q4: 10,353 shares; 2025Q1: 10,589 shares; 2025Q2: 10,675 shares; 2025Q3: 10,490 shares; 2025Q4: 8,840 shares 8,840 $1.64M 0.1% -1,650 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: 4,912 shares; 2024Q4: 4,892 shares; 2025Q1: 5,215 shares; 2025Q2: 4,852 shares; 2025Q3: 4,787 shares; 2025Q4: 5,274 shares 5,274 $1.62M 0.09% +487 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,948 shares; 2024Q4: 20,693 shares; 2025Q1: 19,635 shares; 2025Q2: 19,056 shares; 2025Q3: 18,812 shares; 2025Q4: 18,302 shares 18,302 $1.62M 0.09% -510 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,646 shares; 2024Q4: 3,646 shares; 2025Q1: 4,547 shares; 2025Q2: 6,639 shares; 2025Q3: 8,502 shares; 2025Q4: 8,804 shares 8,804 $1.61M 0.09% +302 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: 8,555 shares; 2024Q4: 8,697 shares; 2025Q1: 8,742 shares; 2025Q2: 9,328 shares; 2025Q3: 9,286 shares; 2025Q4: 8,116 shares 8,116 $1.58M 0.09% -1,170 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,752 shares; 2025Q1: 8,752 shares; 2025Q2: 8,752 shares; 2025Q3: 17,015 shares; 2025Q4: 64,487 shares 64,487 $1.56M 0.09% +47,472 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: 1,155 shares; 2024Q4: 1,147 shares; 2025Q1: 1,249 shares; 2025Q2: 1,467 shares; 2025Q3: 2,511 shares; 2025Q4: 2,723 shares 2,723 $1.56M 0.09% +212 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,918 shares; 2025Q3: 2,706 shares; 2025Q4: 4,491 shares 4,491 $1.55M 0.09% +1,785 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: 1,103 shares; 2024Q4: 2,050 shares; 2025Q1: 9,427 shares; 2025Q2: 9,503 shares; 2025Q3: 9,485 shares; 2025Q4: 4,874 shares 4,874 $1.55M 0.09% -4,611 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: 1,217 shares; 2024Q4: 1,200 shares; 2025Q1: 1,190 shares; 2025Q2: 1,166 shares; 2025Q3: 1,166 shares; 2025Q4: 1,158 shares 1,158 $1.54M 0.09% -8 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: 6,738 shares; 2024Q4: 6,616 shares; 2025Q1: 6,618 shares; 2025Q2: 6,618 shares; 2025Q3: 6,613 shares; 2025Q4: 6,595 shares 6,595 $1.53M 0.09% -18 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: 14,418 shares; 2024Q4: 13,195 shares; 2025Q1: 13,795 shares; 2025Q2: 14,300 shares; 2025Q3: 15,960 shares; 2025Q4: 16,211 shares 16,211 $1.51M 0.09% +251 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: 9,812 shares; 2024Q4: 9,189 shares; 2025Q1: 9,161 shares; 2025Q2: 8,431 shares; 2025Q3: 8,431 shares; 2025Q4: 8,809 shares 8,809 $1.51M 0.09% +378 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: 4,785 shares; 2024Q4: 4,546 shares; 2025Q1: 4,417 shares; 2025Q2: 4,501 shares; 2025Q3: 4,417 shares; 2025Q4: 4,756 shares 4,756 $1.49M 0.09% +339 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: 10,415 shares; 2024Q4: 10,587 shares; 2025Q1: 10,724 shares; 2025Q2: 10,775 shares; 2025Q3: 10,765 shares; 2025Q4: 7,530 shares 7,530 $1.47M 0.09% -3,235 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,983 shares; 2024Q4: 5,897 shares; 2025Q1: 5,963 shares; 2025Q2: 5,837 shares; 2025Q3: 5,814 shares; 2025Q4: 5,703 shares 5,703 $1.44M 0.08% -111 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: 5,679 shares; 2024Q4: 5,679 shares; 2025Q1: 5,676 shares; 2025Q2: 5,277 shares; 2025Q3: 5,033 shares; 2025Q4: 5,033 shares 5,033 $1.44M 0.08% 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: 25,298 shares; 2024Q4: 26,684 shares; 2025Q1: 27,918 shares; 2025Q2: 30,320 shares; 2025Q3: 31,755 shares; 2025Q4: 28,700 shares 28,700 $1.41M 0.08% -3,055 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: 3,113 shares; 2024Q4: 3,113 shares; 2025Q1: 3,087 shares; 2025Q2: 2,995 shares; 2025Q3: 2,789 shares; 2025Q4: 2,751 shares 2,751 $1.41M 0.08% -38 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: 6,046 shares; 2024Q4: 5,883 shares; 2025Q1: 5,733 shares; 2025Q2: 5,587 shares; 2025Q3: 5,352 shares; 2025Q4: 6,141 shares 6,141 $1.4M 0.08% +789 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: 7,228 shares; 2024Q4: 7,299 shares; 2025Q1: 7,374 shares; 2025Q2: 7,470 shares; 2025Q3: 7,734 shares; 2025Q4: 3,990 shares 3,990 $1.4M 0.08% -3,744 Timeline IHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,624 shares; 2024Q4: 33,680 shares; 2025Q1: 32,249 shares; 2025Q2: 30,843 shares; 2025Q3: 29,738 shares; 2025Q4: 28,965 shares 28,965 $1.39M 0.08% -773 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: 5,784 shares; 2024Q4: 5,717 shares; 2025Q1: 5,703 shares; 2025Q2: 5,619 shares; 2025Q3: 5,489 shares; 2025Q4: 5,348 shares 5,348 $1.38M 0.08% -141 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: 14,248 shares; 2024Q4: 14,119 shares; 2025Q1: 14,024 shares; 2025Q2: 13,869 shares; 2025Q3: 13,828 shares; 2025Q4: 13,784 shares 13,784 $1.38M 0.08% -44 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: 3,524 shares; 2024Q4: 3,524 shares; 2025Q1: 3,487 shares; 2025Q2: 3,487 shares; 2025Q3: 3,487 shares; 2025Q4: 3,694 shares 3,694 $1.37M 0.08% +207 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,585 shares 33,585 $1.36M 0.08% new Timeline XLU 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: 12,127 shares; 2024Q4: 11,085 shares; 2025Q1: 10,669 shares; 2025Q2: 9,811 shares; 2025Q3: 8,848 shares; 2025Q4: 31,717 shares 31,717 $1.35M 0.08% +22,869 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: 15,929 shares; 2024Q4: 15,867 shares; 2025Q1: 15,887 shares; 2025Q2: 15,869 shares; 2025Q3: 16,151 shares; 2025Q4: 12,811 shares 12,811 $1.35M 0.08% -3,340 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,467 shares; 2024Q4: 9,400 shares; 2025Q1: 9,314 shares; 2025Q2: 9,020 shares; 2025Q3: 7,740 shares; 2025Q4: 7,564 shares 7,564 $1.33M 0.08% -176 Timeline IBMR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,981 shares; 2025Q2: 44,380 shares; 2025Q3: 125,149 shares; 2025Q4: 52,032 shares 52,032 $1.32M 0.08% -73,117 Timeline RSPH INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,314 shares 41,314 $1.32M 0.08% new 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: 36,188 shares; 2024Q4: 35,884 shares; 2025Q1: 35,894 shares; 2025Q2: 34,143 shares; 2025Q3: 34,193 shares; 2025Q4: 24,059 shares 24,059 $1.3M 0.08% -10,134 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: 50,551 shares; 2024Q4: 48,505 shares; 2025Q1: 39,127 shares; 2025Q2: 36,243 shares; 2025Q3: 34,034 shares; 2025Q4: 33,976 shares 33,976 $1.25M 0.07% -58 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,474 shares 27,474 $1.25M 0.07% new 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: 6,661 shares; 2024Q4: 6,622 shares; 2025Q1: 6,100 shares; 2025Q2: 6,026 shares; 2025Q3: 6,020 shares; 2025Q4: 5,971 shares 5,971 $1.24M 0.07% -49 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: 9,305 shares; 2024Q4: 9,015 shares; 2025Q1: 8,890 shares; 2025Q2: 8,861 shares; 2025Q3: 8,750 shares; 2025Q4: 11,054 shares 11,054 $1.23M 0.07% +2,304 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: 723 shares; 2024Q4: 772 shares; 2025Q1: 797 shares; 2025Q2: 927 shares; 2025Q3: 1,147 shares; 2025Q4: 1,147 shares 1,147 $1.23M 0.07% 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: 6,843 shares; 2024Q4: 6,798 shares; 2025Q1: 6,787 shares; 2025Q2: 6,661 shares; 2025Q3: 6,542 shares; 2025Q4: 6,875 shares 6,875 $1.22M 0.07% +333 Timeline RSPN INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,354 shares 21,354 $1.21M 0.07% new Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,015 shares; 2024Q4: 35,586 shares; 2025Q1: 36,810 shares; 2025Q2: 39,265 shares; 2025Q3: 40,111 shares; 2025Q4: 30,661 shares 30,661 $1.18M 0.07% -9,450 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: 524 shares; 2024Q4: 362 shares; 2025Q1: not reported; 2025Q2: 890 shares; 2025Q3: 1,199 shares; 2025Q4: 2,590 shares 2,590 $1.16M 0.07% +1,391 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: 204 shares; 2024Q4: 529 shares; 2025Q1: 662 shares; 2025Q2: 983 shares; 2025Q3: 1,137 shares; 2025Q4: 7,570 shares 7,570 $1.16M 0.07% +6,433 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,628 shares; 2024Q4: 25,223 shares; 2025Q1: 25,469 shares; 2025Q2: 24,762 shares; 2025Q3: 24,689 shares; 2025Q4: 22,569 shares 22,569 $1.15M 0.07% -2,120 Timeline AVLC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,479 shares 14,479 $1.14M 0.07% new Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,579 shares; 2024Q4: 11,579 shares; 2025Q1: 11,579 shares; 2025Q2: 11,579 shares; 2025Q3: 11,579 shares; 2025Q4: 12,917 shares 12,917 $1.13M 0.07% +1,338 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: 822 shares; 2024Q4: 822 shares; 2025Q1: 948 shares; 2025Q2: 1,036 shares; 2025Q3: 1,527 shares; 2025Q4: 1,628 shares 1,628 $1.08M 0.06% +101 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: 69,875 shares; 2024Q4: 71,214 shares; 2025Q1: 70,772 shares; 2025Q2: 69,579 shares; 2025Q3: 69,320 shares; 2025Q4: 42,030 shares 42,030 $1.05M 0.06% -27,290 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: 10,713 shares; 2024Q4: 10,671 shares; 2025Q1: 10,569 shares; 2025Q2: 10,358 shares; 2025Q3: 9,525 shares; 2025Q4: 10,192 shares 10,192 $1.04M 0.06% +667 Timeline RSPD INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,851 shares 17,851 $1.02M 0.06% new Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,437 shares; 2024Q4: 17,437 shares; 2025Q1: 17,497 shares; 2025Q2: 17,070 shares; 2025Q3: 16,943 shares; 2025Q4: 16,922 shares 16,922 $995K 0.06% -21 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: 2,264 shares; 2024Q4: 3,255 shares; 2025Q1: 3,557 shares; 2025Q2: 4,134 shares; 2025Q3: 4,422 shares; 2025Q4: 3,689 shares 3,689 $990K 0.06% -733 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,480 shares; 2024Q4: 1,480 shares; 2025Q1: 1,479 shares; 2025Q2: 1,449 shares; 2025Q3: 1,449 shares; 2025Q4: 1,448 shares 1,448 $980K 0.06% -1 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,923 shares; 2025Q2: 1,742 shares; 2025Q3: 1,076 shares; 2025Q4: 902 shares 902 $965K 0.06% -174 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 734 shares; 2024Q4: 732 shares; 2025Q1: 488 shares; 2025Q2: 462 shares; 2025Q3: 462 shares; 2025Q4: 449 shares 449 $965K 0.06% -13 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 968 shares; 2024Q4: 968 shares; 2025Q1: 1,118 shares; 2025Q2: 2,347 shares; 2025Q3: 2,347 shares; 2025Q4: 2,889 shares 2,889 $903K 0.05% +542 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: 8,009 shares; 2024Q4: 8,237 shares; 2025Q1: 8,237 shares; 2025Q2: 8,237 shares; 2025Q3: 8,227 shares; 2025Q4: 8,160 shares 8,160 $900K 0.05% -67 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: 6,039 shares; 2024Q4: 6,039 shares; 2025Q1: 6,221 shares; 2025Q2: 6,039 shares; 2025Q3: 6,034 shares; 2025Q4: 7,663 shares 7,663 $898K 0.05% +1,629 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,278 shares; 2024Q4: 7,278 shares; 2025Q1: 7,278 shares; 2025Q2: 7,178 shares; 2025Q3: 6,938 shares; 2025Q4: 6,938 shares 6,938 $894K 0.05% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,570 shares; 2024Q4: 22,740 shares; 2025Q1: 25,332 shares; 2025Q2: 21,542 shares; 2025Q3: 21,367 shares; 2025Q4: 21,749 shares 21,749 $886K 0.05% +382 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: 370 shares; 2024Q4: 366 shares; 2025Q1: 412 shares; 2025Q2: 414 shares; 2025Q3: 1,404 shares; 2025Q4: 1,442 shares 1,442 $886K 0.05% +38 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: 8,978 shares; 2024Q4: 8,843 shares; 2025Q1: 8,425 shares; 2025Q2: 8,035 shares; 2025Q3: 8,035 shares; 2025Q4: 7,890 shares 7,890 $885K 0.05% -145 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,431 shares; 2024Q4: 5,235 shares; 2025Q1: 5,225 shares; 2025Q2: 5,075 shares; 2025Q3: 5,075 shares; 2025Q4: 5,510 shares 5,510 $884K 0.05% +435 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: 1,210 shares; 2024Q4: 1,227 shares; 2025Q1: 1,205 shares; 2025Q2: 1,303 shares; 2025Q3: 1,324 shares; 2025Q4: 1,294 shares 1,294 $846K 0.05% -30 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,526 shares; 2025Q1: 1,508 shares; 2025Q2: 2,245 shares; 2025Q3: 6,840 shares; 2025Q4: 7,194 shares 7,194 $839K 0.05% +354 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,939 shares; 2024Q4: 5,939 shares; 2025Q1: 5,939 shares; 2025Q2: 5,939 shares; 2025Q3: 5,939 shares; 2025Q4: 5,939 shares 5,939 $828K 0.05% 0 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,363 shares; 2024Q4: 4,570 shares; 2025Q1: 4,757 shares; 2025Q2: 5,586 shares; 2025Q3: 5,745 shares; 2025Q4: 4,619 shares 4,619 $813K 0.05% -1,126 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: 3,912 shares; 2024Q4: 3,900 shares; 2025Q1: 3,828 shares; 2025Q2: 3,745 shares; 2025Q3: 3,587 shares; 2025Q4: 3,582 shares 3,582 $800K 0.05% -5 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: 44,181 shares; 2024Q4: 45,015 shares; 2025Q1: 46,109 shares; 2025Q2: 39,055 shares; 2025Q3: 16,906 shares; 2025Q4: 16,248 shares 16,248 $800K 0.05% -658 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: 518 shares; 2024Q4: 1,060 shares; 2025Q1: 1,121 shares; 2025Q2: 1,008 shares; 2025Q3: 997 shares; 2025Q4: 1,152 shares 1,152 $789K 0.05% +155 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 30,000 shares; 2025Q1: 30,000 shares; 2025Q2: 30,000 shares; 2025Q3: 30,000 shares; 2025Q4: 30,000 shares 30,000 $787K 0.05% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,376 shares; 2024Q4: 2,351 shares; 2025Q1: 2,203 shares; 2025Q2: 2,203 shares; 2025Q3: 2,183 shares; 2025Q4: 2,186 shares 2,186 $768K 0.04% +3 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,158 shares; 2024Q4: 2,153 shares; 2025Q1: 2,147 shares; 2025Q2: 2,147 shares; 2025Q3: 2,154 shares; 2025Q4: 2,173 shares 2,173 $767K 0.04% +19 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: 13,076 shares; 2024Q4: 14,997 shares; 2025Q1: 15,492 shares; 2025Q2: 17,104 shares; 2025Q3: 18,831 shares; 2025Q4: 12,624 shares 12,624 $737K 0.04% -6,207 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: 24,421 shares; 2024Q4: 24,370 shares; 2025Q1: 24,049 shares; 2025Q2: 23,429 shares; 2025Q3: 22,838 shares; 2025Q4: 8,012 shares 8,012 $720K 0.04% -14,826 Timeline HTLD HEARTLAND EXPRESS INC More: the full row for HEARTLAND EXPRESS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,528 shares; 2024Q4: 73,528 shares; 2025Q1: 73,528 shares; 2025Q2: 79,599 shares; 2025Q3: 79,599 shares; 2025Q4: 79,599 shares 79,599 $719K 0.04% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,416 shares; 2024Q4: 71,001 shares; 2025Q1: 70,746 shares; 2025Q2: 70,665 shares; 2025Q3: 69,194 shares; 2025Q4: 22,936 shares 22,936 $686K 0.04% -46,258 Timeline RSPF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,729 shares 8,729 $685K 0.04% new Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,358 shares; 2024Q4: 3,358 shares; 2025Q1: 3,358 shares; 2025Q2: 3,358 shares; 2025Q3: 3,358 shares; 2025Q4: 8,131 shares 8,131 $664K 0.04% +4,773 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: 10,261 shares; 2024Q4: 10,174 shares; 2025Q1: 11,296 shares; 2025Q2: 12,589 shares; 2025Q3: 9,640 shares; 2025Q4: 9,877 shares 9,877 $664K 0.04% +237 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,922 shares; 2024Q4: 7,922 shares; 2025Q1: 7,922 shares; 2025Q2: 7,922 shares; 2025Q3: 7,922 shares; 2025Q4: 7,922 shares 7,922 $658K 0.04% 0 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,471 shares; 2024Q4: 3,471 shares; 2025Q1: 3,242 shares; 2025Q2: 3,221 shares; 2025Q3: 3,209 shares; 2025Q4: 3,209 shares 3,209 $645K 0.04% 0 Timeline IBMT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,021 shares; 2025Q4: 24,820 shares 24,820 $644K 0.04% +13,799 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,657 shares; 2024Q4: 9,374 shares; 2025Q1: 9,574 shares; 2025Q2: 9,504 shares; 2025Q3: 9,504 shares; 2025Q4: 9,504 shares 9,504 $639K 0.04% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 94 shares; 2025Q3: 474 shares; 2025Q4: 6,374 shares 6,374 $598K 0.03% +5,900 Timeline RSPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,378 shares 7,378 $587K 0.03% new Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,221 shares 1,221 $578K 0.03% new Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,490 shares; 2024Q4: 7,490 shares; 2025Q1: 7,490 shares; 2025Q2: 7,490 shares; 2025Q3: 7,490 shares; 2025Q4: 8,564 shares 8,564 $577K 0.03% +1,074 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: 64,021 shares; 2024Q4: 41,243 shares; 2025Q1: 39,136 shares; 2025Q2: 32,427 shares; 2025Q3: 22,811 shares; 2025Q4: 22,836 shares 22,836 $567K 0.03% +25 Timeline MIDD MIDDLEBY CORP More: the full row for MIDDLEBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,192 shares; 2024Q4: 4,042 shares; 2025Q1: 4,042 shares; 2025Q2: 4,042 shares; 2025Q3: 4,042 shares; 2025Q4: 3,742 shares 3,742 $556K 0.03% -300 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,877 shares; 2024Q4: 16,877 shares; 2025Q1: 16,977 shares; 2025Q2: 16,893 shares; 2025Q3: 23,318 shares; 2025Q4: 14,200 shares 14,200 $556K 0.03% -9,118 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,663 shares; 2024Q4: 21,801 shares; 2025Q1: 21,222 shares; 2025Q2: 12,836 shares; 2025Q3: 9,201 shares; 2025Q4: 8,659 shares 8,659 $550K 0.03% -542 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: 7,776 shares; 2024Q4: 7,581 shares; 2025Q1: 8,131 shares; 2025Q2: 7,594 shares; 2025Q3: 8,014 shares; 2025Q4: 9,663 shares 9,663 $531K 0.03% +1,649 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,910 shares; 2024Q4: 1,959 shares; 2025Q1: 1,957 shares; 2025Q2: 1,918 shares; 2025Q3: 1,908 shares; 2025Q4: 1,908 shares 1,908 $525K 0.03% 0 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 254 shares; 2024Q4: 254 shares; 2025Q1: 441 shares; 2025Q2: 564 shares; 2025Q3: 564 shares; 2025Q4: 564 shares 564 $511K 0.03% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,597 shares 2,597 $496K 0.03% new Timeline TPR TAPESTRY INC More: the full row for TAPESTRY 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: 3,372 shares; 2025Q4: 3,814 shares 3,814 $487K 0.03% +442 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,908 shares; 2025Q3: 1,833 shares; 2025Q4: 2,010 shares 2,010 $487K 0.03% +177 Timeline RSPS INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,644 shares 16,644 $483K 0.03% new Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 869 shares; 2024Q4: 869 shares; 2025Q1: 868 shares; 2025Q2: 809 shares; 2025Q3: 2,063 shares; 2025Q4: 1,061 shares 1,061 $482K 0.03% -1,002 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,962 shares; 2024Q4: 13,367 shares; 2025Q1: 13,619 shares; 2025Q2: 13,249 shares; 2025Q3: 13,243 shares; 2025Q4: 11,947 shares 11,947 $480K 0.03% -1,296 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: 2,891 shares; 2024Q4: 2,883 shares; 2025Q1: 2,836 shares; 2025Q2: 2,789 shares; 2025Q3: 2,789 shares; 2025Q4: 4,373 shares 4,373 $460K 0.03% +1,584 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 959 shares; 2024Q4: 959 shares; 2025Q1: 931 shares; 2025Q2: 931 shares; 2025Q3: 931 shares; 2025Q4: 932 shares 932 $457K 0.03% +1 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: 5,796 shares; 2024Q4: 5,796 shares; 2025Q1: 5,796 shares; 2025Q2: 5,796 shares; 2025Q3: 6,051 shares; 2025Q4: 6,184 shares 6,184 $457K 0.03% +133 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,165 shares; 2025Q3: 4,057 shares; 2025Q4: 3,567 shares 3,567 $455K 0.03% -490 Timeline PCOR PROCORE TECHNOLOGIES INC More: the full row for PROCORE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,915 shares; 2025Q4: 6,204 shares 6,204 $451K 0.03% +289 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,933 shares; 2025Q1: 5,879 shares; 2025Q2: 5,785 shares; 2025Q3: 5,785 shares; 2025Q4: 5,702 shares 5,702 $444K 0.03% -83 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: 1,717 shares; 2024Q4: 1,839 shares; 2025Q1: 1,785 shares; 2025Q2: 1,802 shares; 2025Q3: 1,802 shares; 2025Q4: 1,802 shares 1,802 $435K 0.03% 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: 4,846 shares; 2024Q4: 4,846 shares; 2025Q1: 4,846 shares; 2025Q2: 5,086 shares; 2025Q3: 5,086 shares; 2025Q4: 5,086 shares 5,086 $434K 0.03% 0 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: 1,912 shares; 2024Q4: 2,263 shares; 2025Q1: 1,977 shares; 2025Q2: 2,087 shares; 2025Q3: 2,119 shares; 2025Q4: 2,263 shares 2,263 $434K 0.03% +144 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 reported; 2024Q4: not reported; 2025Q1: 597 shares; 2025Q2: 1,281 shares; 2025Q3: 1,281 shares; 2025Q4: 1,118 shares 1,118 $429K 0.02% -163 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,022 shares; 2024Q4: 953 shares; 2025Q1: 913 shares; 2025Q2: 913 shares; 2025Q3: 913 shares; 2025Q4: 1,073 shares 1,073 $420K 0.02% +160 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,471 shares; 2024Q4: 9,471 shares; 2025Q1: 9,471 shares; 2025Q2: 9,441 shares; 2025Q3: 9,417 shares; 2025Q4: 9,417 shares 9,417 $418K 0.02% 0 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,577 shares; 2025Q1: 7,602 shares; 2025Q2: 4,741 shares; 2025Q3: 3,102 shares; 2025Q4: 2,102 shares 2,102 $414K 0.02% -1,000 Timeline EFIV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,781 shares; 2024Q4: 2,644 shares; 2025Q1: 3,186 shares; 2025Q2: 4,487 shares; 2025Q3: 6,045 shares; 2025Q4: 6,086 shares 6,086 $403K 0.02% +41 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,013 shares; 2024Q4: 6,151 shares; 2025Q1: 6,185 shares; 2025Q2: 7,019 shares; 2025Q3: 8,083 shares; 2025Q4: 8,248 shares 8,248 $395K 0.02% +165 Timeline XOEX DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,445 shares; 2024Q4: 5,365 shares; 2025Q1: 6,076 shares; 2025Q2: 7,860 shares; 2025Q3: 10,460 shares; 2025Q4: 10,591 shares 10,591 $387K 0.02% +131 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: 951 shares; 2024Q4: 931 shares; 2025Q1: 931 shares; 2025Q2: 869 shares; 2025Q3: 869 shares; 2025Q4: 869 shares 869 $387K 0.02% 0 Timeline PBE 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: 6,211 shares; 2024Q4: 6,177 shares; 2025Q1: 5,217 shares; 2025Q2: 4,887 shares; 2025Q3: 4,647 shares; 2025Q4: 4,559 shares 4,559 $375K 0.02% -88 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: 2,304 shares; 2024Q4: 2,218 shares; 2025Q1: 2,218 shares; 2025Q2: 2,273 shares; 2025Q3: 2,273 shares; 2025Q4: 2,277 shares 2,277 $365K 0.02% +4 Timeline MTDR MATADOR RES CO More: the full row for MATADOR RES CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,500 shares; 2024Q4: 8,500 shares; 2025Q1: 8,500 shares; 2025Q2: 8,500 shares; 2025Q3: 8,500 shares; 2025Q4: 8,519 shares 8,519 $362K 0.02% +19 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: 2,747 shares; 2024Q4: 2,602 shares; 2025Q1: 2,577 shares; 2025Q2: 2,485 shares; 2025Q3: 2,480 shares; 2025Q4: 2,380 shares 2,380 $360K 0.02% -100 Timeline HHH HOWARD HUGHES HOLDINGS INC More: the full row for HOWARD HUGHES HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,421 shares; 2024Q4: 4,421 shares; 2025Q1: 4,421 shares; 2025Q2: 4,421 shares; 2025Q3: 4,421 shares; 2025Q4: 4,421 shares 4,421 $353K 0.02% 0 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: 1,101 shares; 2024Q4: 1,084 shares; 2025Q1: 1,084 shares; 2025Q2: 1,084 shares; 2025Q3: 1,084 shares; 2025Q4: 1,080 shares 1,080 $350K 0.02% -4 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: 1,816 shares; 2024Q4: 1,810 shares; 2025Q1: 1,887 shares; 2025Q2: 1,887 shares; 2025Q3: 1,558 shares; 2025Q4: 1,531 shares 1,531 $336K 0.02% -27 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: 3,391 shares; 2024Q4: 3,643 shares; 2025Q1: 3,643 shares; 2025Q2: 3,667 shares; 2025Q3: 2,667 shares; 2025Q4: 2,550 shares 2,550 $329K 0.02% -117 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,469 shares; 2024Q4: 7,026 shares; 2025Q1: 7,028 shares; 2025Q2: 7,028 shares; 2025Q3: 7,174 shares; 2025Q4: 7,149 shares 7,149 $329K 0.02% -25 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: 667 shares; 2024Q4: 632 shares; 2025Q1: 632 shares; 2025Q2: 671 shares; 2025Q3: 671 shares; 2025Q4: 969 shares 969 $317K 0.02% +298 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,924 shares; 2024Q4: 13,880 shares; 2025Q1: 11,607 shares; 2025Q2: 7,174 shares; 2025Q3: 4,163 shares; 2025Q4: 4,076 shares 4,076 $317K 0.02% -87 Timeline IBTG 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: 10,265 shares; 2024Q4: 11,138 shares; 2025Q1: 12,196 shares; 2025Q2: 12,633 shares; 2025Q3: 13,542 shares; 2025Q4: 13,710 shares 13,710 $314K 0.02% +168 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: 4,697 shares; 2024Q4: 4,697 shares; 2025Q1: 4,907 shares; 2025Q2: 4,399 shares; 2025Q3: 4,399 shares; 2025Q4: 5,398 shares 5,398 $311K 0.02% +999 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: 717 shares; 2024Q4: 717 shares; 2025Q1: 717 shares; 2025Q2: 787 shares; 2025Q3: 787 shares; 2025Q4: 787 shares 787 $306K 0.02% 0 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: 490 shares; 2024Q4: 397 shares; 2025Q1: 377 shares; 2025Q2: 377 shares; 2025Q3: 377 shares; 2025Q4: 377 shares 377 $305K 0.02% 0 Timeline RSPC INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,333 shares 7,333 $292K 0.02% new Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,336 shares; 2024Q4: not reported; 2025Q1: 2,788 shares; 2025Q2: 6,197 shares; 2025Q3: 9,120 shares; 2025Q4: 5,525 shares 5,525 $292K 0.02% -3,595 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,702 shares; 2025Q1: 2,702 shares; 2025Q2: 2,702 shares; 2025Q3: 2,702 shares; 2025Q4: 2,702 shares 2,702 $288K 0.02% 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: 4,108 shares; 2024Q4: 4,008 shares; 2025Q1: 4,007 shares; 2025Q2: 3,710 shares; 2025Q3: 3,710 shares; 2025Q4: 3,677 shares 3,677 $288K 0.02% -33 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,836 shares; 2024Q4: 7,311 shares; 2025Q1: 7,311 shares; 2025Q2: 7,311 shares; 2025Q3: 7,176 shares; 2025Q4: 7,176 shares 7,176 $284K 0.02% 0 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,275 shares; 2024Q4: 14,611 shares; 2025Q1: 14,889 shares; 2025Q2: 5,614 shares; 2025Q3: 5,614 shares; 2025Q4: 5,614 shares 5,614 $282K 0.02% 0 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: 995 shares; 2024Q4: 1,061 shares; 2025Q1: 981 shares; 2025Q2: 699 shares; 2025Q3: 699 shares; 2025Q4: 1,094 shares 1,094 $281K 0.02% +395 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: 628 shares; 2024Q4: 628 shares; 2025Q1: 610 shares; 2025Q2: 633 shares; 2025Q3: 578 shares; 2025Q4: 578 shares 578 $280K 0.02% 0 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,434 shares; 2024Q4: 3,384 shares; 2025Q1: 3,384 shares; 2025Q2: 3,283 shares; 2025Q3: 3,193 shares; 2025Q4: 3,193 shares 3,193 $278K 0.02% 0 Timeline FEDM FLEXSHARES TR More: the full row for FLEXSHARES 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: 2,504 shares; 2025Q3: 4,347 shares; 2025Q4: 4,638 shares 4,638 $274K 0.02% +291 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,116 shares; 2024Q4: 9,900 shares; 2025Q1: 10,741 shares; 2025Q2: 11,136 shares; 2025Q3: 12,023 shares; 2025Q4: 12,190 shares 12,190 $274K 0.02% +167 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: 1,398 shares; 2024Q4: 2,161 shares; 2025Q1: 2,535 shares; 2025Q2: 2,768 shares; 2025Q3: 1,038 shares; 2025Q4: 920 shares 920 $266K 0.02% -118 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,360 shares; 2024Q4: 1,360 shares; 2025Q1: 1,360 shares; 2025Q2: 1,350 shares; 2025Q3: 1,350 shares; 2025Q4: 1,350 shares 1,350 $264K 0.02% 0 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS 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: 1,940 shares; 2025Q4: 546 shares 546 $256K 0.01% -1,394 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: 3,310 shares; 2024Q4: 3,285 shares; 2025Q1: 2,960 shares; 2025Q2: 2,855 shares; 2025Q3: 2,542 shares; 2025Q4: 2,542 shares 2,542 $256K 0.01% 0 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: 4,970 shares; 2024Q4: 5,687 shares; 2025Q1: 5,655 shares; 2025Q2: 5,550 shares; 2025Q3: 2,682 shares; 2025Q4: 2,682 shares 2,682 $251K 0.01% 0 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: 1,332 shares; 2024Q4: 1,332 shares; 2025Q1: 1,332 shares; 2025Q2: 1,332 shares; 2025Q3: not reported; 2025Q4: 3,358 shares 3,358 $247K 0.01% new Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES 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: 238 shares; 2025Q2: 339 shares; 2025Q3: 339 shares; 2025Q4: 445 shares 445 $246K 0.01% +106 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: 9,488 shares; 2024Q4: 9,488 shares; 2025Q1: 9,488 shares; 2025Q2: 4,479 shares; 2025Q3: 4,479 shares; 2025Q4: 4,479 shares 4,479 $245K 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: 259 shares; 2024Q4: 273 shares; 2025Q1: 278 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 738 shares 738 $244K 0.01% new Timeline IVE 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: 1,349 shares; 2024Q4: 1,349 shares; 2025Q1: 1,339 shares; 2025Q2: 1,230 shares; 2025Q3: 1,153 shares; 2025Q4: 1,146 shares 1,146 $243K 0.01% -7 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,626 shares; 2024Q4: 1,626 shares; 2025Q1: 2,194 shares; 2025Q2: 2,194 shares; 2025Q3: 2,194 shares; 2025Q4: 1,387 shares 1,387 $240K 0.01% -807 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: 2,196 shares; 2024Q4: 2,010 shares; 2025Q1: 2,240 shares; 2025Q2: 2,281 shares; 2025Q3: 2,307 shares; 2025Q4: 2,346 shares 2,346 $234K 0.01% +39 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,476 shares; 2024Q4: 1,476 shares; 2025Q1: 1,476 shares; 2025Q2: 1,446 shares; 2025Q3: 1,437 shares; 2025Q4: 835 shares 835 $230K 0.01% -602 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,400 shares; 2024Q4: 38,138 shares; 2025Q1: 38,733 shares; 2025Q2: 33,370 shares; 2025Q3: 10,062 shares; 2025Q4: 8,040 shares 8,040 $227K 0.01% -2,022 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,998 shares; 2024Q4: 1,958 shares; 2025Q1: 1,208 shares; 2025Q2: 1,107 shares; 2025Q3: 1,097 shares; 2025Q4: 1,010 shares 1,010 $226K 0.01% -87 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,727 shares; 2024Q4: 1,427 shares; 2025Q1: 1,331 shares; 2025Q2: 1,331 shares; 2025Q3: 1,299 shares; 2025Q4: 1,294 shares 1,294 $225K 0.01% -5 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: 4,254 shares; 2024Q4: 4,254 shares; 2025Q1: 4,254 shares; 2025Q2: 4,194 shares; 2025Q3: 4,044 shares; 2025Q4: 4,044 shares 4,044 $223K 0.01% 0 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,595 shares; 2024Q4: 1,595 shares; 2025Q1: 1,595 shares; 2025Q2: 1,495 shares; 2025Q3: 1,495 shares; 2025Q4: 1,495 shares 1,495 $223K 0.01% 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: 1,748 shares; 2024Q4: 1,748 shares; 2025Q1: 1,748 shares; 2025Q2: 1,748 shares; 2025Q3: 1,748 shares; 2025Q4: 1,909 shares 1,909 $220K 0.01% +161 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 945 shares; 2024Q4: 930 shares; 2025Q1: 930 shares; 2025Q2: 930 shares; 2025Q3: 930 shares; 2025Q4: 933 shares 933 $213K 0.01% +3 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,870 shares; 2024Q4: 1,870 shares; 2025Q1: 1,870 shares; 2025Q2: 1,739 shares; 2025Q3: 1,510 shares; 2025Q4: 1,510 shares 1,510 $213K 0.01% 0 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,368 shares; 2025Q1: 4,252 shares; 2025Q2: 4,252 shares; 2025Q3: 4,252 shares; 2025Q4: 4,174 shares 4,174 $211K 0.01% -78 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,264 shares 4,264 $204K 0.01% new Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,257 shares; 2024Q4: 1,257 shares; 2025Q1: 1,256 shares; 2025Q2: 1,171 shares; 2025Q3: 1,171 shares; 2025Q4: 1,873 shares 1,873 $198K 0.01% +702 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,360 shares; 2024Q4: 1,451 shares; 2025Q1: 1,412 shares; 2025Q2: 1,412 shares; 2025Q3: 1,412 shares; 2025Q4: 1,412 shares 1,412 $195K 0.01% 0 Timeline MOFG MIDWESTONE FINANCIAL GROUP I More: the full row for MIDWESTONE FINANCIAL GROUP I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,825 shares; 2024Q4: 5,825 shares; 2025Q1: 5,825 shares; 2025Q2: 5,920 shares; 2025Q3: 5,920 shares; 2025Q4: 4,920 shares 4,920 $189K 0.01% -1,000 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,383 shares; 2024Q4: 1,383 shares; 2025Q1: 1,383 shares; 2025Q2: 1,383 shares; 2025Q3: 1,383 shares; 2025Q4: 1,383 shares 1,383 $189K 0.01% 0 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,574 shares; 2025Q1: 3,574 shares; 2025Q2: 3,574 shares; 2025Q3: 3,574 shares; 2025Q4: 3,574 shares 3,574 $182K 0.01% 0 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 reported; 2024Q4: 4,055 shares; 2025Q1: 4,055 shares; 2025Q2: 4,055 shares; 2025Q3: 4,055 shares; 2025Q4: 4,055 shares 4,055 $180K 0.01% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,525 shares; 2025Q1: 2,525 shares; 2025Q2: 2,525 shares; 2025Q3: 2,525 shares; 2025Q4: 2,954 shares 2,954 $178K 0.01% +429 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: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 804 shares 804 $177K 0.01% +4 Timeline IBMS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,768 shares 6,768 $176K 0.01% new 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: 4,935 shares; 2024Q4: 6,052 shares; 2025Q1: 8,656 shares; 2025Q2: 4,988 shares; 2025Q3: 4,988 shares; 2025Q4: 4,988 shares 4,988 $173K 0.01% 0 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,010 shares; 2024Q4: 2,010 shares; 2025Q1: 2,010 shares; 2025Q2: 2,003 shares; 2025Q3: 1,953 shares; 2025Q4: 1,953 shares 1,953 $170K 0.01% 0 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,160 shares; 2024Q4: 4,182 shares; 2025Q1: 4,913 shares; 2025Q2: 5,577 shares; 2025Q3: 6,555 shares; 2025Q4: 6,694 shares 6,694 $169K 0.01% +139 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,457 shares; 2025Q1: 6,457 shares; 2025Q2: 6,457 shares; 2025Q3: 6,457 shares; 2025Q4: 6,457 shares 6,457 $164K 0.01% 0 Timeline XJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,252 shares; 2025Q4: 3,496 shares 3,496 $156K 0.01% +244 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 880 shares; 2024Q4: 880 shares; 2025Q1: 880 shares; 2025Q2: 880 shares; 2025Q3: 830 shares; 2025Q4: 823 shares 823 $155K 0.01% -7 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: 1,196 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,084 shares; 2025Q4: 1,597 shares 1,597 $153K 0.01% +513 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 725 shares; 2024Q4: 725 shares; 2025Q1: 725 shares; 2025Q2: 775 shares; 2025Q3: 725 shares; 2025Q4: 725 shares 725 $152K 0.01% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,855 shares; 2024Q4: 1,841 shares; 2025Q1: 1,901 shares; 2025Q2: 1,922 shares; 2025Q3: 1,922 shares; 2025Q4: 1,930 shares 1,930 $152K 0.01% +8 Timeline GQRE FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,627 shares; 2024Q4: 250,933 shares; 2025Q1: 256,653 shares; 2025Q2: 249,887 shares; 2025Q3: 2,622 shares; 2025Q4: 2,554 shares 2,554 $150K 0.01% -68 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 844 shares 844 $150K 0.01% new Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,467 shares; 2024Q4: 6,467 shares; 2025Q1: 6,467 shares; 2025Q2: 6,467 shares; 2025Q3: 6,467 shares; 2025Q4: 6,167 shares 6,167 $146K 0.01% -300 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 985 shares 985 $142K 0.01% new 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 reported; 2024Q4: 1,876 shares; 2025Q1: 1,822 shares; 2025Q2: 1,822 shares; 2025Q3: 1,822 shares; 2025Q4: 1,693 shares 1,693 $142K 0.01% -129 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: 1,402 shares; 2024Q4: 1,402 shares; 2025Q1: 1,402 shares; 2025Q2: 1,402 shares; 2025Q3: 1,402 shares; 2025Q4: 1,601 shares 1,601 $141K 0.01% +199 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,311 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,880 shares; 2025Q3: 1,880 shares; 2025Q4: 1,777 shares 1,777 $140K 0.01% -103 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: 1,377 shares; 2024Q4: 1,377 shares; 2025Q1: 1,377 shares; 2025Q2: 1,375 shares; 2025Q3: 1,375 shares; 2025Q4: 1,375 shares 1,375 $137K 0.01% 0 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,550 shares; 2025Q3: 1,596 shares; 2025Q4: 1,785 shares 1,785 $136K 0.01% +189 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,016 shares; 2025Q3: 3,129 shares; 2025Q4: 3,504 shares 3,504 $136K 0.01% +375 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 495 shares; 2024Q4: 405 shares; 2025Q1: not reported; 2025Q2: 323 shares; 2025Q3: 321 shares; 2025Q4: 321 shares 321 $135K 0.01% 0 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,713 shares; 2024Q4: 1,713 shares; 2025Q1: 1,713 shares; 2025Q2: 1,648 shares; 2025Q3: 1,648 shares; 2025Q4: 1,648 shares 1,648 $135K 0.01% 0 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: 5,204 shares; 2024Q4: 5,117 shares; 2025Q1: 5,117 shares; 2025Q2: 6,978 shares; 2025Q3: 1,495 shares; 2025Q4: 1,495 shares 1,495 $134K 0.01% 0 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,540 shares; 2024Q4: 1,576 shares; 2025Q1: 1,576 shares; 2025Q2: 1,459 shares; 2025Q3: 1,449 shares; 2025Q4: 1,449 shares 1,449 $133K 0.01% 0 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: 1,000 shares; 2024Q4: 1,075 shares; 2025Q1: 1,075 shares; 2025Q2: 1,075 shares; 2025Q3: 1,075 shares; 2025Q4: 1,075 shares 1,075 $132K 0.01% 0 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $130K 0.01% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 365 shares 365 $129K 0.01% new Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,046 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 437 shares 437 $125K 0.01% new Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 395 shares; 2025Q2: 395 shares; 2025Q3: 395 shares; 2025Q4: 395 shares 395 $124K 0.01% 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: 603 shares; 2024Q4: 715 shares; 2025Q1: 715 shares; 2025Q2: 715 shares; 2025Q3: 710 shares; 2025Q4: 710 shares 710 $123K 0.01% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,214 shares 1,214 $120K 0.01% new Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 915 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,350 shares 1,350 $120K 0.01% new Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,181 shares; 2024Q4: 931 shares; 2025Q1: 856 shares; 2025Q2: 856 shares; 2025Q3: 856 shares; 2025Q4: 856 shares 856 $118K 0.01% 0 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 917 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 732 shares 732 $118K 0.01% new Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 891 shares; 2024Q4: 891 shares; 2025Q1: 690 shares; 2025Q2: 670 shares; 2025Q3: 655 shares; 2025Q4: 645 shares 645 $117K 0.01% -10 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,558 shares; 2024Q4: 4,558 shares; 2025Q1: 4,567 shares; 2025Q2: 4,559 shares; 2025Q3: 5,339 shares; 2025Q4: 4,241 shares 4,241 $117K 0.01% -1,098 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,492 shares; 2024Q4: 1,435 shares; 2025Q1: 1,513 shares; 2025Q2: 1,413 shares; 2025Q3: 1,410 shares; 2025Q4: 1,410 shares 1,410 $116K 0.01% 0 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,306 shares 1,306 $115K 0.01% new Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,529 shares; 2025Q3: 4,971 shares; 2025Q4: 5,139 shares 5,139 $115K 0.01% +168 Timeline BPOP POPULAR INC More: the full row for POPULAR 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: 904 shares; 2025Q4: 904 shares 904 $113K 0.01% 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 reported; 2024Q4: 2,397 shares; 2025Q1: 2,544 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,508 shares 2,508 $112K 0.01% new Timeline MDU MDU RES GROUP INC More: the full row for MDU RES 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: 5,714 shares 5,714 $112K 0.01% new Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,938 shares; 2024Q4: 3,788 shares; 2025Q1: 3,788 shares; 2025Q2: 3,652 shares; 2025Q3: 3,652 shares; 2025Q4: 3,652 shares 3,652 $110K 0.01% 0 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,111 shares; 2024Q4: 4,855 shares; 2025Q1: 4,911 shares; 2025Q2: 4,911 shares; 2025Q3: 1,017 shares; 2025Q4: 1,017 shares 1,017 $109K 0.01% 0 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: 1,430 shares; 2024Q4: 1,355 shares; 2025Q1: 1,055 shares; 2025Q2: 1,055 shares; 2025Q3: 1,055 shares; 2025Q4: 1,055 shares 1,055 $106K 0.01% 0 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 895 shares; 2024Q4: 895 shares; 2025Q1: 882 shares; 2025Q2: 874 shares; 2025Q3: 835 shares; 2025Q4: 815 shares 815 $106K 0.01% -20 Timeline IBTL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,090 shares; 2025Q4: 5,171 shares 5,171 $106K 0.01% +81 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 816 shares 816 $105K 0.01% new Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,417 shares 2,417 $105K 0.01% new 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: 2,045 shares; 2024Q4: 2,078 shares; 2025Q1: 1,731 shares; 2025Q2: 1,696 shares; 2025Q3: 1,509 shares; 2025Q4: 1,249 shares 1,249 $105K 0.01% -260 Timeline SNDR SCHNEIDER NATIONAL INC More: the full row for SCHNEIDER NATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,930 shares; 2024Q4: 3,930 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,955 shares 3,955 $105K 0.01% new Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 490 shares 490 $104K 0.01% new Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY 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: 800 shares 800 $103K 0.01% new 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: 4,340 shares; 2024Q4: 4,115 shares; 2025Q1: 5,679 shares; 2025Q2: 2,310 shares; 2025Q3: 2,210 shares; 2025Q4: 2,210 shares 2,210 $103K 0.01% 0 Timeline GNMA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,300 shares; 2025Q3: 2,300 shares; 2025Q4: 2,300 shares 2,300 $102K 0.01% 0 Timeline HROW HARROW INC More: the full row for HARROW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,379 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,079 shares; 2025Q4: 2,079 shares 2,079 $102K 0.01% 0 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP 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: 850 shares 850 $101K 0.01% new Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 588 shares 588 $101K 0.01% new Timeline IBRX IMMUNITYBIO INC More: the full row for IMMUNITYBIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,183 shares; 2025Q4: 40,945 shares 40,945 $81.1K <0.01% +16,762 Timeline FIP FTAI INFRASTRUCTURE INC More: the full row for FTAI INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,233 shares; 2025Q1: 16,594 shares; 2025Q2: 16,594 shares; 2025Q3: 16,594 shares; 2025Q4: 16,594 shares 16,594 $76.5K <0.01% 0 Timeline