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: 565,671 shares; 2024Q4: 568,781 shares; 2025Q1: 571,895 shares; 2025Q2: 592,215 shares; 2025Q3: 586,745 shares; 2025Q4: 567,746 shares 567,746 $178M 6.76% -18,999 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,557,570 shares; 2024Q4: 2,555,953 shares; 2025Q1: 1,970,170 shares; 2025Q2: 1,978,324 shares; 2025Q3: 1,967,766 shares; 2025Q4: 2,026,675 shares 2,026,675 $149M 5.67% +58,909 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: 413,181 shares; 2024Q4: 414,329 shares; 2025Q1: 448,414 shares; 2025Q2: 498,516 shares; 2025Q3: 527,531 shares; 2025Q4: 527,998 shares 527,998 $144M 5.46% +467 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: 306,591 shares; 2024Q4: 302,261 shares; 2025Q1: 286,079 shares; 2025Q2: 289,689 shares; 2025Q3: 286,941 shares; 2025Q4: 280,964 shares 280,964 $136M 5.17% -5,977 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: 430,449 shares; 2024Q4: 449,476 shares; 2025Q1: 481,443 shares; 2025Q2: 483,998 shares; 2025Q3: 492,225 shares; 2025Q4: 533,121 shares 533,121 $99.4M 3.78% +40,896 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: 194,059 shares; 2024Q4: 190,070 shares; 2025Q1: 183,089 shares; 2025Q2: 181,421 shares; 2025Q3: 180,593 shares; 2025Q4: 181,783 shares 181,783 $91.4M 3.48% +1,190 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 712,184 shares; 2024Q4: 686,300 shares; 2025Q1: 678,683 shares; 2025Q2: 667,628 shares; 2025Q3: 650,259 shares; 2025Q4: 609,097 shares 609,097 $82.5M 3.14% -41,162 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: 71,395 shares; 2024Q4: 73,394 shares; 2025Q1: 140,331 shares; 2025Q2: 232,323 shares; 2025Q3: 282,441 shares; 2025Q4: 308,176 shares 308,176 $71.1M 2.71% +25,735 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: 480,221 shares; 2024Q4: 468,950 shares; 2025Q1: 450,788 shares; 2025Q2: 433,845 shares; 2025Q3: 432,475 shares; 2025Q4: 430,229 shares 430,229 $66.1M 2.51% -2,246 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: 94,570 shares; 2024Q4: 95,433 shares; 2025Q1: 95,403 shares; 2025Q2: 95,915 shares; 2025Q3: 97,335 shares; 2025Q4: 98,868 shares 98,868 $65.3M 2.48% +1,533 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: 185,548 shares; 2024Q4: 183,249 shares; 2025Q1: 177,319 shares; 2025Q2: 178,412 shares; 2025Q3: 178,634 shares; 2025Q4: 178,729 shares 178,729 $62.7M 2.38% +95 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: 105,824 shares; 2024Q4: 105,169 shares; 2025Q1: 103,794 shares; 2025Q2: 102,421 shares; 2025Q3: 101,117 shares; 2025Q4: 101,789 shares 101,789 $53.2M 2.02% +672 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: 170,082 shares; 2024Q4: 167,619 shares; 2025Q1: 169,534 shares; 2025Q2: 168,589 shares; 2025Q3: 168,096 shares; 2025Q4: 180,222 shares 180,222 $47.4M 1.8% +12,126 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 211,132 shares; 2024Q4: 218,154 shares; 2025Q1: 212,119 shares; 2025Q2: 210,800 shares; 2025Q3: 209,809 shares; 2025Q4: 203,652 shares 203,652 $46.3M 1.76% -6,157 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: 32,054 shares; 2024Q4: 35,214 shares; 2025Q1: 58,622 shares; 2025Q2: 70,601 shares; 2025Q3: 70,986 shares; 2025Q4: 72,880 shares 72,880 $45.7M 1.74% +1,894 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,484 shares; 2024Q4: 27,868 shares; 2025Q1: 30,575 shares; 2025Q2: 464,349 shares; 2025Q3: 466,877 shares; 2025Q4: 485,741 shares 485,741 $44.3M 1.69% +18,864 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: 77,673 shares; 2024Q4: 79,771 shares; 2025Q1: 78,809 shares; 2025Q2: 75,177 shares; 2025Q3: 75,731 shares; 2025Q4: 76,207 shares 76,207 $44.2M 1.68% +476 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: 185,438 shares; 2024Q4: 189,929 shares; 2025Q1: 189,324 shares; 2025Q2: 175,508 shares; 2025Q3: 178,155 shares; 2025Q4: 178,127 shares 178,127 $40.8M 1.55% -28 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: 352,227 shares; 2024Q4: 351,490 shares; 2025Q1: 357,931 shares; 2025Q2: 360,211 shares; 2025Q3: 365,781 shares; 2025Q4: 362,464 shares 362,464 $40.4M 1.54% -3,317 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: 79,850 shares; 2024Q4: 87,461 shares; 2025Q1: 97,132 shares; 2025Q2: 97,379 shares; 2025Q3: 99,995 shares; 2025Q4: 102,127 shares 102,127 $36M 1.37% +2,132 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: 1,053,879 shares; 2024Q4: 1,198,800 shares; 2025Q1: 1,194,473 shares; 2025Q2: 1,236,100 shares; 2025Q3: 1,330,402 shares; 2025Q4: 1,340,214 shares 1,340,214 $32.5M 1.24% +9,812 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: 49,854 shares; 2024Q4: 49,965 shares; 2025Q1: 47,882 shares; 2025Q2: 47,100 shares; 2025Q3: 46,651 shares; 2025Q4: 46,312 shares 46,312 $31.3M 1.19% -339 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,722 shares; 2024Q4: 97,672 shares; 2025Q1: 97,107 shares; 2025Q2: 96,749 shares; 2025Q3: 97,274 shares; 2025Q4: 97,993 shares 97,993 $30.7M 1.17% +719 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: 721,170 shares; 2024Q4: 926,674 shares; 2025Q1: 955,817 shares; 2025Q2: 1,017,452 shares; 2025Q3: 1,126,598 shares; 2025Q4: 1,190,517 shares 1,190,517 $30.3M 1.15% +63,919 Timeline IBDS 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: 808,513 shares; 2024Q4: 966,180 shares; 2025Q1: 1,005,030 shares; 2025Q2: 1,056,059 shares; 2025Q3: 1,172,950 shares; 2025Q4: 1,237,573 shares 1,237,573 $30M 1.14% +64,623 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,258 shares; 2024Q4: 15,437 shares; 2025Q1: 26,688 shares; 2025Q2: 31,795 shares; 2025Q3: 35,685 shares; 2025Q4: 37,860 shares 37,860 $29.2M 1.11% +2,175 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: 206,205 shares; 2024Q4: 203,825 shares; 2025Q1: 196,801 shares; 2025Q2: 195,007 shares; 2025Q3: 195,448 shares; 2025Q4: 159,742 shares 159,742 $28.3M 1.08% -35,706 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,255 shares; 2024Q4: 118,893 shares; 2025Q1: 114,824 shares; 2025Q2: 110,429 shares; 2025Q3: 91,112 shares; 2025Q4: 83,861 shares 83,861 $28.3M 1.07% -7,251 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: 93,199 shares; 2024Q4: 91,215 shares; 2025Q1: 81,213 shares; 2025Q2: 79,982 shares; 2025Q3: 78,269 shares; 2025Q4: 71,656 shares 71,656 $28M 1.07% -6,613 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,486 shares; 2024Q4: 16,544 shares; 2025Q1: 16,146 shares; 2025Q2: 13,845 shares; 2025Q3: 13,228 shares; 2025Q4: 13,607 shares 13,607 $27.4M 1.04% +379 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: 189,663 shares; 2024Q4: 189,848 shares; 2025Q1: 199,907 shares; 2025Q2: 198,655 shares; 2025Q3: 198,363 shares; 2025Q4: 199,918 shares 199,918 $26.1M 0.99% +1,555 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: 15,075 shares; 2024Q4: 16,063 shares; 2025Q1: 18,449 shares; 2025Q2: 19,172 shares; 2025Q3: 19,247 shares; 2025Q4: 19,417 shares 19,417 $25.8M 0.98% +170 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: 166,988 shares; 2024Q4: 142,952 shares; 2025Q1: 134,618 shares; 2025Q2: 139,238 shares; 2025Q3: 151,032 shares; 2025Q4: 165,896 shares 165,896 $25.3M 0.96% +14,864 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: 93,408 shares; 2024Q4: 92,822 shares; 2025Q1: 91,842 shares; 2025Q2: 91,320 shares; 2025Q3: 93,076 shares; 2025Q4: 96,550 shares 96,550 $25M 0.95% +3,474 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 461,512 shares; 2024Q4: 603,672 shares; 2025Q1: 747,461 shares; 2025Q2: 794,261 shares; 2025Q3: 868,989 shares; 2025Q4: 969,560 shares 969,560 $22.7M 0.86% +100,571 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: 110,534 shares; 2024Q4: 118,164 shares; 2025Q1: 148,643 shares; 2025Q2: 158,127 shares; 2025Q3: 159,285 shares; 2025Q4: 146,480 shares 146,480 $21M 0.8% -12,805 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: 22,553 shares; 2024Q4: 22,811 shares; 2025Q1: 26,100 shares; 2025Q2: 26,306 shares; 2025Q3: 28,573 shares; 2025Q4: 136,120 shares 136,120 $20.9M 0.79% +107,547 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: 229,027 shares; 2024Q4: 203,184 shares; 2025Q1: 237,637 shares; 2025Q2: 243,613 shares; 2025Q3: 245,910 shares; 2025Q4: 253,340 shares 253,340 $20.7M 0.79% +7,430 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: 64,255 shares; 2024Q4: 64,068 shares; 2025Q1: 64,756 shares; 2025Q2: 64,708 shares; 2025Q3: 64,599 shares; 2025Q4: 64,753 shares 64,753 $20M 0.76% +154 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 281,360 shares; 2024Q4: 276,132 shares; 2025Q1: 220,150 shares; 2025Q2: 217,800 shares; 2025Q3: 203,944 shares; 2025Q4: 203,446 shares 203,446 $19.3M 0.74% -498 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: 139,393 shares; 2024Q4: 139,146 shares; 2025Q1: 137,645 shares; 2025Q2: 156,667 shares; 2025Q3: 154,077 shares; 2025Q4: 154,281 shares 154,281 $18.6M 0.71% +204 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,663 shares; 2024Q4: 54,459 shares; 2025Q1: 53,323 shares; 2025Q2: 52,812 shares; 2025Q3: 52,273 shares; 2025Q4: 26,756 shares 26,756 $18.3M 0.7% -25,517 Timeline IBDV 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: 288,519 shares; 2024Q4: 411,131 shares; 2025Q1: 562,248 shares; 2025Q2: 623,340 shares; 2025Q3: 692,153 shares; 2025Q4: 807,024 shares 807,024 $17.8M 0.68% +114,871 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: 132,918 shares; 2024Q4: 103,034 shares; 2025Q1: 74,439 shares; 2025Q2: 70,052 shares; 2025Q3: 74,668 shares; 2025Q4: 83,527 shares 83,527 $17.3M 0.66% +8,859 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 301,081 shares; 2024Q4: 302,174 shares; 2025Q1: 309,451 shares; 2025Q2: 308,242 shares; 2025Q3: 303,039 shares; 2025Q4: 239,007 shares 239,007 $16.4M 0.62% -64,032 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: 35,294 shares; 2024Q4: 37,737 shares; 2025Q1: 43,752 shares; 2025Q2: 47,629 shares; 2025Q3: 47,044 shares; 2025Q4: 46,984 shares 46,984 $14.7M 0.56% -60 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,000 shares; 2024Q4: 16,468 shares; 2025Q1: 16,468 shares; 2025Q2: 16,468 shares; 2025Q3: 16,468 shares; 2025Q4: 49,404 shares 49,404 $14.2M 0.54% +32,936 Timeline IXUS 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: 197,245 shares; 2024Q4: 195,145 shares; 2025Q1: 166,010 shares; 2025Q2: 160,671 shares; 2025Q3: 160,608 shares; 2025Q4: 159,498 shares 159,498 $13.5M 0.51% -1,110 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: 41,354 shares; 2024Q4: 43,337 shares; 2025Q1: 44,328 shares; 2025Q2: 46,073 shares; 2025Q3: 55,015 shares; 2025Q4: 83,004 shares 83,004 $12.8M 0.49% +27,989 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: 61,278 shares; 2024Q4: 104,932 shares; 2025Q1: 133,036 shares; 2025Q2: 138,957 shares; 2025Q3: 137,709 shares; 2025Q4: 265,644 shares 265,644 $11.9M 0.45% +127,935 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: 36,290 shares; 2024Q4: 34,519 shares; 2025Q1: 37,657 shares; 2025Q2: 35,994 shares; 2025Q3: 35,766 shares; 2025Q4: 36,447 shares 36,447 $11.7M 0.45% +681 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 222,850 shares; 2024Q4: 229,030 shares; 2025Q1: 230,030 shares; 2025Q2: 230,030 shares; 2025Q3: 182,530 shares; 2025Q4: 135,030 shares 135,030 $11.3M 0.43% -47,500 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 93,780 shares; 2025Q2: 230,535 shares; 2025Q3: 251,501 shares; 2025Q4: 259,389 shares 259,389 $11.2M 0.42% +7,888 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: 170,415 shares; 2024Q4: 299,415 shares; 2025Q1: 332,915 shares; 2025Q2: 338,675 shares; 2025Q3: 360,520 shares; 2025Q4: 409,820 shares 409,820 $10.5M 0.4% +49,300 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: 15,912 shares; 2024Q4: 15,862 shares; 2025Q1: 15,968 shares; 2025Q2: 15,948 shares; 2025Q3: 15,948 shares; 2025Q4: 15,835 shares 15,835 $10.3M 0.39% -113 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,792 shares; 2024Q4: 105,811 shares; 2025Q1: 99,243 shares; 2025Q2: 96,330 shares; 2025Q3: 89,900 shares; 2025Q4: 86,592 shares 86,592 $8.72M 0.33% -3,308 Timeline IBDW 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: 118,497 shares; 2024Q4: 165,892 shares; 2025Q1: 241,900 shares; 2025Q2: 303,344 shares; 2025Q3: 316,231 shares; 2025Q4: 403,267 shares 403,267 $8.53M 0.32% +87,036 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: 9,290 shares; 2024Q4: 9,266 shares; 2025Q1: 9,904 shares; 2025Q2: 9,748 shares; 2025Q3: 9,814 shares; 2025Q4: 9,741 shares 9,741 $8.4M 0.32% -73 Timeline TRNO TERRENO RLTY CORP More: the full row for TERRENO RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,490 shares; 2024Q4: 122,344 shares; 2025Q1: 124,185 shares; 2025Q2: 129,126 shares; 2025Q3: 134,465 shares; 2025Q4: 140,925 shares 140,925 $8.35M 0.32% +6,460 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,770 shares; 2024Q4: 20,720 shares; 2025Q1: 20,720 shares; 2025Q2: 20,863 shares; 2025Q3: 20,968 shares; 2025Q4: 21,003 shares 21,003 $8.32M 0.32% +35 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: 24,010 shares; 2024Q4: 29,402 shares; 2025Q1: 21,587 shares; 2025Q2: 21,587 shares; 2025Q3: 21,594 shares; 2025Q4: 37,994 shares 37,994 $7.28M 0.28% +16,400 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: 40,038 shares; 2024Q4: 39,585 shares; 2025Q1: 39,887 shares; 2025Q2: 40,042 shares; 2025Q3: 34,570 shares; 2025Q4: 14,874 shares 14,874 $6.99M 0.27% -19,696 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: 23,484 shares; 2024Q4: 23,579 shares; 2025Q1: 28,503 shares; 2025Q2: 28,491 shares; 2025Q3: 28,777 shares; 2025Q4: 30,356 shares 30,356 $6.94M 0.26% +1,579 Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,013 shares; 2024Q4: 77,951 shares; 2025Q1: 77,040 shares; 2025Q2: 77,974 shares; 2025Q3: 72,383 shares; 2025Q4: 67,972 shares 67,972 $6.54M 0.25% -4,411 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: 160,414 shares; 2024Q4: 164,864 shares; 2025Q1: 176,600 shares; 2025Q2: 185,945 shares; 2025Q3: 195,710 shares; 2025Q4: 240,335 shares 240,335 $6.1M 0.23% +44,625 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: 17,685 shares; 2024Q4: 17,685 shares; 2025Q1: 17,493 shares; 2025Q2: 17,502 shares; 2025Q3: 17,797 shares; 2025Q4: 17,647 shares 17,647 $5.92M 0.23% -150 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: 31,442 shares; 2024Q4: 30,511 shares; 2025Q1: 42,147 shares; 2025Q2: 42,338 shares; 2025Q3: 44,896 shares; 2025Q4: 46,014 shares 46,014 $5.77M 0.22% +1,118 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: 69,015 shares; 2024Q4: 70,679 shares; 2025Q1: 71,406 shares; 2025Q2: 69,929 shares; 2025Q3: 69,109 shares; 2025Q4: 80,406 shares 80,406 $5.62M 0.21% +11,297 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: 37,551 shares; 2024Q4: 37,247 shares; 2025Q1: 35,660 shares; 2025Q2: 31,681 shares; 2025Q3: 31,668 shares; 2025Q4: 35,548 shares 35,548 $5.16M 0.2% +3,880 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: 162,705 shares; 2024Q4: 165,355 shares; 2025Q1: 181,686 shares; 2025Q2: 188,806 shares; 2025Q3: 192,756 shares; 2025Q4: 194,056 shares 194,056 $4.98M 0.19% +1,300 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: 38,956 shares; 2024Q4: 40,400 shares; 2025Q1: 38,463 shares; 2025Q2: 45,090 shares; 2025Q3: 46,301 shares; 2025Q4: 46,672 shares 46,672 $4.95M 0.19% +371 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: 7,617 shares; 2024Q4: 7,544 shares; 2025Q1: 12,708 shares; 2025Q2: 17,076 shares; 2025Q3: 16,205 shares; 2025Q4: 16,044 shares 16,044 $4.75M 0.18% -161 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: 2,874 shares; 2024Q4: 3,417 shares; 2025Q1: 4,669 shares; 2025Q2: 12,746 shares; 2025Q3: 14,393 shares; 2025Q4: 16,999 shares 16,999 $4.56M 0.17% +2,606 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,409 shares; 2024Q4: 108,012 shares; 2025Q1: 106,976 shares; 2025Q2: 98,446 shares; 2025Q3: 94,903 shares; 2025Q4: 92,708 shares 92,708 $4.56M 0.17% -2,195 Timeline PSNL PERSONALIS INC More: the full row for PERSONALIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 262,608 shares; 2024Q4: 262,608 shares; 2025Q1: 282,808 shares; 2025Q2: 285,308 shares; 2025Q3: 330,673 shares; 2025Q4: 547,115 shares 547,115 $4.36M 0.17% +216,442 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: 9,139 shares; 2024Q4: 8,969 shares; 2025Q1: 8,969 shares; 2025Q2: 8,882 shares; 2025Q3: 9,108 shares; 2025Q4: 9,108 shares 9,108 $4.31M 0.16% 0 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: 39,354 shares; 2024Q4: 42,354 shares; 2025Q1: 98,654 shares; 2025Q2: 86,746 shares; 2025Q3: 123,101 shares; 2025Q4: 167,451 shares 167,451 $4.26M 0.16% +44,350 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: 16,481 shares; 2024Q4: 15,810 shares; 2025Q1: 15,401 shares; 2025Q2: 14,997 shares; 2025Q3: 14,083 shares; 2025Q4: 13,350 shares 13,350 $4.25M 0.16% -733 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: 13,272 shares; 2024Q4: 14,227 shares; 2025Q1: 20,562 shares; 2025Q2: 21,442 shares; 2025Q3: 22,504 shares; 2025Q4: 22,711 shares 22,711 $4.17M 0.16% +207 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: 4,881 shares; 2024Q4: 4,842 shares; 2025Q1: 6,527 shares; 2025Q2: 6,632 shares; 2025Q3: 7,265 shares; 2025Q4: 7,162 shares 7,162 $4.09M 0.16% -103 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: 7,046 shares; 2024Q4: 7,005 shares; 2025Q1: 8,018 shares; 2025Q2: 8,115 shares; 2025Q3: 8,430 shares; 2025Q4: 11,665 shares 11,665 $4.01M 0.15% +3,235 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,110 shares; 2024Q4: 38,147 shares; 2025Q1: 39,770 shares; 2025Q2: 39,970 shares; 2025Q3: 40,190 shares; 2025Q4: 48,218 shares 48,218 $3.91M 0.15% +8,028 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: 6,901 shares; 2024Q4: 7,817 shares; 2025Q1: 7,817 shares; 2025Q2: 6,875 shares; 2025Q3: 6,725 shares; 2025Q4: 6,685 shares 6,685 $3.83M 0.15% -40 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: 46,620 shares; 2024Q4: 87,847 shares; 2025Q1: 145,368 shares; 2025Q2: 157,661 shares; 2025Q3: 164,988 shares; 2025Q4: 167,255 shares 167,255 $3.83M 0.15% +2,267 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: 16,258 shares; 2024Q4: 21,944 shares; 2025Q1: 35,790 shares; 2025Q2: 36,220 shares; 2025Q3: 36,057 shares; 2025Q4: 47,822 shares 47,822 $3.68M 0.14% +11,765 Timeline INDB INDEPENDENT BK CORP MASS More: the full row for INDEPENDENT BK CORP MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,300 shares; 2024Q4: 74,300 shares; 2025Q1: 49,800 shares; 2025Q2: 49,800 shares; 2025Q3: 49,800 shares; 2025Q4: 49,800 shares 49,800 $3.67M 0.14% 0 Timeline ICSH 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: 87,483 shares; 2024Q4: 72,753 shares; 2025Q1: 68,735 shares; 2025Q2: 70,298 shares; 2025Q3: 72,560 shares; 2025Q4: 71,465 shares 71,465 $3.61M 0.14% -1,095 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: 89,253 shares; 2024Q4: 88,058 shares; 2025Q1: 77,719 shares; 2025Q2: 76,149 shares; 2025Q3: 72,333 shares; 2025Q4: 66,278 shares 66,278 $3.56M 0.14% -6,055 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: 23,440 shares; 2024Q4: 26,494 shares; 2025Q1: 26,184 shares; 2025Q2: 25,653 shares; 2025Q3: 24,551 shares; 2025Q4: 26,784 shares 26,784 $3.55M 0.14% +2,233 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: 3,839 shares; 2024Q4: 3,584 shares; 2025Q1: 3,408 shares; 2025Q2: 3,175 shares; 2025Q3: 3,034 shares; 2025Q4: 3,306 shares 3,306 $3.55M 0.14% +272 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: 16,316 shares; 2024Q4: 16,298 shares; 2025Q1: 16,298 shares; 2025Q2: 16,074 shares; 2025Q3: 15,639 shares; 2025Q4: 18,898 shares 18,898 $3.35M 0.13% +3,259 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,218 shares; 2024Q4: 21,477 shares; 2025Q1: 20,867 shares; 2025Q2: 20,083 shares; 2025Q3: 19,983 shares; 2025Q4: 19,844 shares 19,844 $3.25M 0.12% -139 Timeline IBTK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32,925 shares; 2025Q1: 124,700 shares; 2025Q2: 125,243 shares; 2025Q3: 161,528 shares; 2025Q4: 162,516 shares 162,516 $3.23M 0.12% +988 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: 9,214 shares; 2024Q4: 8,837 shares; 2025Q1: 8,763 shares; 2025Q2: 8,837 shares; 2025Q3: 8,820 shares; 2025Q4: 10,415 shares 10,415 $3.18M 0.12% +1,595 Timeline IBTJ 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: 39,178 shares; 2025Q1: 132,066 shares; 2025Q2: 138,377 shares; 2025Q3: 139,095 shares; 2025Q4: 140,163 shares 140,163 $3.08M 0.12% +1,068 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: 37,949 shares; 2025Q1: 114,663 shares; 2025Q2: 124,988 shares; 2025Q3: 125,556 shares; 2025Q4: 125,822 shares 125,822 $2.81M 0.11% +266 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: 3,882 shares; 2024Q4: 4,202 shares; 2025Q1: 4,184 shares; 2025Q2: 3,734 shares; 2025Q3: 3,781 shares; 2025Q4: 4,817 shares 4,817 $2.73M 0.1% +1,036 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: 25,575 shares; 2024Q4: 61,495 shares; 2025Q1: 96,951 shares; 2025Q2: 114,338 shares; 2025Q3: 117,379 shares; 2025Q4: 118,970 shares 118,970 $2.67M 0.1% +1,591 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: 29,180 shares; 2024Q4: 29,187 shares; 2025Q1: 29,120 shares; 2025Q2: 29,936 shares; 2025Q3: 31,089 shares; 2025Q4: 31,089 shares 31,089 $2.65M 0.1% 0 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: 7,449 shares; 2024Q4: 7,942 shares; 2025Q1: 7,450 shares; 2025Q2: 7,501 shares; 2025Q3: 7,830 shares; 2025Q4: 7,630 shares 7,630 $2.64M 0.1% -200 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: 19,715 shares; 2024Q4: 17,566 shares; 2025Q1: 17,314 shares; 2025Q2: 17,075 shares; 2025Q3: 16,698 shares; 2025Q4: 17,706 shares 17,706 $2.5M 0.1% +1,008 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: 35,292 shares; 2024Q4: 34,502 shares; 2025Q1: 26,010 shares; 2025Q2: 25,000 shares; 2025Q3: 23,706 shares; 2025Q4: 21,978 shares 21,978 $2.47M 0.09% -1,728 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,108 shares; 2024Q4: 9,108 shares; 2025Q1: 8,964 shares; 2025Q2: 8,799 shares; 2025Q3: 8,199 shares; 2025Q4: 9,702 shares 9,702 $2.41M 0.09% +1,503 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,588 shares; 2024Q4: 12,488 shares; 2025Q1: 16,488 shares; 2025Q2: 16,488 shares; 2025Q3: 16,688 shares; 2025Q4: 16,688 shares 16,688 $2.4M 0.09% 0 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,053 shares; 2024Q4: 20,287 shares; 2025Q1: 19,682 shares; 2025Q2: 20,022 shares; 2025Q3: 19,011 shares; 2025Q4: 17,779 shares 17,779 $2.33M 0.09% -1,232 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: 3,868 shares; 2024Q4: 3,411 shares; 2025Q1: 3,436 shares; 2025Q2: 3,436 shares; 2025Q3: 3,338 shares; 2025Q4: 3,312 shares 3,312 $2.27M 0.09% -26 Timeline IBDX 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: 21,502 shares; 2025Q2: 32,890 shares; 2025Q3: 49,093 shares; 2025Q4: 88,259 shares 88,259 $2.25M 0.09% +39,166 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,425 shares; 2024Q4: 10,900 shares; 2025Q1: 7,800 shares; 2025Q2: 7,687 shares; 2025Q3: 7,657 shares; 2025Q4: 7,657 shares 7,657 $2.22M 0.08% 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: 2,176 shares; 2024Q4: 2,198 shares; 2025Q1: 2,288 shares; 2025Q2: 2,287 shares; 2025Q3: 2,319 shares; 2025Q4: 23,310 shares 23,310 $2.19M 0.08% +20,991 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: 10,931 shares; 2024Q4: 10,760 shares; 2025Q1: 11,982 shares; 2025Q2: 11,682 shares; 2025Q3: 11,694 shares; 2025Q4: 11,694 shares 11,694 $2.17M 0.08% 0 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: 61,317 shares; 2024Q4: 60,561 shares; 2025Q1: 37,906 shares; 2025Q2: 37,758 shares; 2025Q3: 37,236 shares; 2025Q4: 37,236 shares 37,236 $2.04M 0.08% 0 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: 37,224 shares; 2024Q4: 37,683 shares; 2025Q1: 37,668 shares; 2025Q2: 37,593 shares; 2025Q3: 38,993 shares; 2025Q4: 36,804 shares 36,804 $2.02M 0.08% -2,189 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: 113,044 shares; 2024Q4: 116,426 shares; 2025Q1: 9,918 shares; 2025Q2: 9,380 shares; 2025Q3: 8,880 shares; 2025Q4: 8,735 shares 8,735 $2.02M 0.08% -145 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: 3,027 shares; 2024Q4: 3,027 shares; 2025Q1: 3,027 shares; 2025Q2: 2,939 shares; 2025Q3: 2,849 shares; 2025Q4: 3,228 shares 3,228 $1.98M 0.08% +379 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,511 shares; 2024Q4: 11,342 shares; 2025Q1: 11,248 shares; 2025Q2: 11,488 shares; 2025Q3: 10,682 shares; 2025Q4: 10,602 shares 10,602 $1.96M 0.07% -80 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,720 shares; 2024Q4: 5,935 shares; 2025Q1: 7,635 shares; 2025Q2: 7,447 shares; 2025Q3: 7,456 shares; 2025Q4: 7,456 shares 7,456 $1.92M 0.07% 0 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,118 shares; 2024Q4: 16,118 shares; 2025Q1: 16,000 shares; 2025Q2: 16,000 shares; 2025Q3: 16,000 shares; 2025Q4: 16,000 shares 16,000 $1.88M 0.07% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,125 shares; 2024Q4: 24,755 shares; 2025Q1: 25,602 shares; 2025Q2: 24,902 shares; 2025Q3: 24,402 shares; 2025Q4: 23,352 shares 23,352 $1.85M 0.07% -1,050 Timeline EAT BRINKER INTL INC More: the full row for BRINKER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,396 shares; 2024Q4: 13,396 shares; 2025Q1: 13,196 shares; 2025Q2: 12,528 shares; 2025Q3: 12,528 shares; 2025Q4: 12,146 shares 12,146 $1.74M 0.07% -382 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: not reported; 2024Q4: 9,220 shares; 2025Q1: 9,220 shares; 2025Q2: 9,220 shares; 2025Q3: 9,302 shares; 2025Q4: 9,256 shares 9,256 $1.74M 0.07% -46 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: 30,323 shares; 2025Q1: 79,340 shares; 2025Q2: 79,462 shares; 2025Q3: 79,462 shares; 2025Q4: 83,312 shares 83,312 $1.71M 0.07% +3,850 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,243 shares; 2025Q4: 4,243 shares 4,243 $1.69M 0.06% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,630 shares; 2024Q4: 32,339 shares; 2025Q1: 32,194 shares; 2025Q2: 29,349 shares; 2025Q3: 27,694 shares; 2025Q4: 22,494 shares 22,494 $1.66M 0.06% -5,200 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: 20,371 shares; 2024Q4: 20,355 shares; 2025Q1: 20,393 shares; 2025Q2: 20,210 shares; 2025Q3: 20,131 shares; 2025Q4: 20,131 shares 20,131 $1.65M 0.06% 0 Timeline VISN VISTANCE NETWORKS INC More: the full row for VISTANCE NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,700 shares; 2024Q4: 82,700 shares; 2025Q1: 82,700 shares; 2025Q2: 82,700 shares; 2025Q3: 82,700 shares; 2025Q4: 82,700 shares 82,700 $1.5M 0.06% 0 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI 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: 53,347 shares; 2025Q4: 55,147 shares 55,147 $1.44M 0.05% +1,800 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: 12,154 shares; 2024Q4: 12,078 shares; 2025Q1: 12,078 shares; 2025Q2: 11,683 shares; 2025Q3: 11,695 shares; 2025Q4: 11,895 shares 11,895 $1.43M 0.05% +200 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: 59,337 shares; 2024Q4: 62,501 shares; 2025Q1: 48,283 shares; 2025Q2: 42,913 shares; 2025Q3: 53,303 shares; 2025Q4: 57,194 shares 57,194 $1.42M 0.05% +3,891 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: 14,741 shares; 2024Q4: 13,833 shares; 2025Q1: 13,949 shares; 2025Q2: 15,125 shares; 2025Q3: 13,949 shares; 2025Q4: 13,949 shares 13,949 $1.39M 0.05% 0 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: 5,770 shares; 2024Q4: 5,754 shares; 2025Q1: 5,657 shares; 2025Q2: 4,906 shares; 2025Q3: 4,686 shares; 2025Q4: 9,667 shares 9,667 $1.39M 0.05% +4,981 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: 8,123 shares; 2024Q4: 8,180 shares; 2025Q1: 7,711 shares; 2025Q2: 7,295 shares; 2025Q3: 7,266 shares; 2025Q4: 7,133 shares 7,133 $1.39M 0.05% -133 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,566 shares; 2024Q4: 18,314 shares; 2025Q1: 18,314 shares; 2025Q2: 17,980 shares; 2025Q3: 17,980 shares; 2025Q4: 17,814 shares 17,814 $1.39M 0.05% -166 Timeline IUSV 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: 54,270 shares; 2024Q4: 54,270 shares; 2025Q1: 54,270 shares; 2025Q2: 54,270 shares; 2025Q3: 54,270 shares; 2025Q4: 13,470 shares 13,470 $1.38M 0.05% -40,800 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: 18,077 shares; 2024Q4: 15,397 shares; 2025Q1: 15,301 shares; 2025Q2: 14,853 shares; 2025Q3: 14,926 shares; 2025Q4: 14,649 shares 14,649 $1.37M 0.05% -277 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: 20,423 shares; 2024Q4: 20,817 shares; 2025Q1: 9,870 shares; 2025Q2: 38,279 shares; 2025Q3: 37,279 shares; 2025Q4: 37,079 shares 37,079 $1.37M 0.05% -200 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,239 shares; 2024Q4: 13,086 shares; 2025Q1: 11,065 shares; 2025Q2: 11,065 shares; 2025Q3: 11,065 shares; 2025Q4: 11,066 shares 11,066 $1.36M 0.05% +1 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,422 shares; 2024Q4: 6,422 shares; 2025Q1: 6,422 shares; 2025Q2: 6,422 shares; 2025Q3: 6,422 shares; 2025Q4: 6,422 shares 6,422 $1.33M 0.05% 0 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: 8,523 shares; 2024Q4: 6,596 shares; 2025Q1: 6,596 shares; 2025Q2: 7,096 shares; 2025Q3: 7,096 shares; 2025Q4: 7,096 shares 7,096 $1.29M 0.05% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,057 shares; 2024Q4: 4,057 shares; 2025Q1: 4,856 shares; 2025Q2: 5,854 shares; 2025Q3: 4,586 shares; 2025Q4: 4,586 shares 4,586 $1.26M 0.05% 0 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,340 shares; 2024Q4: 52,340 shares; 2025Q1: 52,340 shares; 2025Q2: 52,240 shares; 2025Q3: 52,040 shares; 2025Q4: 52,040 shares 52,040 $1.23M 0.05% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,594 shares; 2024Q4: 19,732 shares; 2025Q1: 29,267 shares; 2025Q2: 26,507 shares; 2025Q3: 24,260 shares; 2025Q4: 22,526 shares 22,526 $1.22M 0.05% -1,734 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,515 shares; 2024Q4: 2,711 shares; 2025Q1: 2,611 shares; 2025Q2: 2,611 shares; 2025Q3: 2,669 shares; 2025Q4: 2,579 shares 2,579 $1.21M 0.05% -90 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: 1,384 shares; 2024Q4: 1,390 shares; 2025Q1: 1,396 shares; 2025Q2: 1,574 shares; 2025Q3: 1,807 shares; 2025Q4: 1,746 shares 1,746 $1.16M 0.04% -61 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: 2,890 shares; 2024Q4: 2,821 shares; 2025Q1: 2,943 shares; 2025Q2: 2,875 shares; 2025Q3: 3,475 shares; 2025Q4: 3,475 shares 3,475 $1.14M 0.04% 0 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: 16,665 shares; 2024Q4: 16,665 shares; 2025Q1: 16,665 shares; 2025Q2: 16,665 shares; 2025Q3: 16,665 shares; 2025Q4: 16,565 shares 16,565 $1.09M 0.04% -100 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: 20,071 shares; 2024Q4: 20,071 shares; 2025Q1: 19,671 shares; 2025Q2: 19,071 shares; 2025Q3: 17,271 shares; 2025Q4: 16,971 shares 16,971 $1.08M 0.04% -300 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: 3,946 shares; 2024Q4: 3,896 shares; 2025Q1: 3,282 shares; 2025Q2: 3,102 shares; 2025Q3: 3,128 shares; 2025Q4: 3,063 shares 3,063 $1.07M 0.04% -65 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,377 shares; 2024Q4: 5,062 shares; 2025Q1: 4,447 shares; 2025Q2: 4,298 shares; 2025Q3: 4,298 shares; 2025Q4: 4,245 shares 4,245 $1.05M 0.04% -53 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 4,800 shares; 2025Q3: 4,800 shares; 2025Q4: 4,720 shares 4,720 $1.02M 0.04% -80 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: 6,972 shares; 2024Q4: 5,854 shares; 2025Q1: 5,854 shares; 2025Q2: 5,854 shares; 2025Q3: 5,854 shares; 2025Q4: 6,257 shares 6,257 $1M 0.04% +403 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: 19,923 shares; 2024Q4: 17,330 shares; 2025Q1: 16,319 shares; 2025Q2: 16,089 shares; 2025Q3: 15,998 shares; 2025Q4: 15,998 shares 15,998 $999K 0.04% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,729 shares; 2024Q4: 1,768 shares; 2025Q1: 3,464 shares; 2025Q2: 3,448 shares; 2025Q3: 3,560 shares; 2025Q4: 3,765 shares 3,765 $999K 0.04% +205 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: 2,098 shares; 2024Q4: 1,913 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,152 shares 2,152 $968K 0.04% new Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,750 shares; 2024Q4: 16,149 shares; 2025Q1: 15,549 shares; 2025Q2: 15,549 shares; 2025Q3: 13,149 shares; 2025Q4: 13,149 shares 13,149 $966K 0.04% 0 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,849 shares; 2024Q4: 8,949 shares; 2025Q1: 8,949 shares; 2025Q2: 11,949 shares; 2025Q3: 11,949 shares; 2025Q4: 11,949 shares 11,949 $963K 0.04% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,361 shares 4,361 $958K 0.04% new Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,768 shares; 2025Q1: 9,768 shares; 2025Q2: 10,331 shares; 2025Q3: 10,331 shares; 2025Q4: 10,331 shares 10,331 $905K 0.03% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 841 shares 841 $900K 0.03% new 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: 9,047 shares; 2024Q4: 9,047 shares; 2025Q1: 9,047 shares; 2025Q2: 8,692 shares; 2025Q3: 8,692 shares; 2025Q4: 4,692 shares 4,692 $896K 0.03% -4,000 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,850 shares; 2024Q4: 4,949 shares; 2025Q1: 4,849 shares; 2025Q2: 4,799 shares; 2025Q3: 4,837 shares; 2025Q4: 5,456 shares 5,456 $878K 0.03% +619 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,686 shares; 2024Q4: 1,725 shares; 2025Q1: 1,975 shares; 2025Q2: 1,776 shares; 2025Q3: 1,918 shares; 2025Q4: 1,879 shares 1,879 $852K 0.03% -39 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: 5,009 shares; 2024Q4: 7,974 shares; 2025Q1: 9,739 shares; 2025Q2: 10,094 shares; 2025Q3: 10,199 shares; 2025Q4: 10,280 shares 10,280 $825K 0.03% +81 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: 2,126 shares; 2024Q4: 2,133 shares; 2025Q1: 2,126 shares; 2025Q2: 2,216 shares; 2025Q3: 2,205 shares; 2025Q4: 2,205 shares 2,205 $816K 0.03% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,103 shares; 2024Q4: 29,103 shares; 2025Q1: 29,037 shares; 2025Q2: 21,887 shares; 2025Q3: 21,887 shares; 2025Q4: 21,887 shares 21,887 $793K 0.03% 0 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,600 shares; 2024Q4: 11,600 shares; 2025Q1: 11,600 shares; 2025Q2: 11,600 shares; 2025Q3: 11,600 shares; 2025Q4: 11,600 shares 11,600 $793K 0.03% 0 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: 13,294 shares; 2024Q4: 13,810 shares; 2025Q1: 13,874 shares; 2025Q2: 13,941 shares; 2025Q3: 13,941 shares; 2025Q4: 11,439 shares 11,439 $768K 0.03% -2,502 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,400 shares; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares; 2025Q4: 1,400 shares 1,400 $746K 0.03% 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: 2,794 shares; 2024Q4: 2,801 shares; 2025Q1: 2,794 shares; 2025Q2: 2,794 shares; 2025Q3: 2,798 shares; 2025Q4: 2,812 shares 2,812 $723K 0.03% +14 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: 7,269 shares; 2024Q4: 6,761 shares; 2025Q1: 8,873 shares; 2025Q2: 9,165 shares; 2025Q3: 9,641 shares; 2025Q4: 8,461 shares 8,461 $713K 0.03% -1,180 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: 3,221 shares; 2024Q4: 3,221 shares; 2025Q1: 3,221 shares; 2025Q2: 3,221 shares; 2025Q3: 3,221 shares; 2025Q4: 3,221 shares 3,221 $708K 0.03% 0 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,357 shares; 2024Q4: 2,391 shares; 2025Q1: 2,391 shares; 2025Q2: 2,384 shares; 2025Q3: 2,408 shares; 2025Q4: 2,398 shares 2,398 $704K 0.03% -10 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,985 shares; 2024Q4: 27,653 shares; 2025Q1: 16,242 shares; 2025Q2: 16,056 shares; 2025Q3: 15,368 shares; 2025Q4: 15,318 shares 15,318 $677K 0.03% -50 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,406 shares; 2024Q4: 3,406 shares; 2025Q1: 3,608 shares; 2025Q2: 3,608 shares; 2025Q3: 3,602 shares; 2025Q4: 3,602 shares 3,602 $663K 0.03% 0 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: 2,166 shares; 2024Q4: 2,166 shares; 2025Q1: 2,166 shares; 2025Q2: 2,277 shares; 2025Q3: 2,277 shares; 2025Q4: 2,277 shares 2,277 $657K 0.03% 0 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: 7,109 shares; 2024Q4: 6,780 shares; 2025Q1: 6,162 shares; 2025Q2: 6,353 shares; 2025Q3: 4,553 shares; 2025Q4: 11,176 shares 11,176 $656K 0.02% +6,623 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: 1,419 shares; 2024Q4: 1,419 shares; 2025Q1: 1,419 shares; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares; 2025Q4: 1,400 shares 1,400 $654K 0.02% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,608 shares; 2024Q4: 11,311 shares; 2025Q1: 9,800 shares; 2025Q2: 14,050 shares; 2025Q3: 14,048 shares; 2025Q4: 14,048 shares 14,048 $653K 0.02% 0 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,597 shares; 2024Q4: 1,497 shares; 2025Q1: 1,497 shares; 2025Q2: 1,497 shares; 2025Q3: 1,087 shares; 2025Q4: 1,077 shares 1,077 $652K 0.02% -10 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,629 shares; 2024Q4: 31,121 shares; 2025Q1: 30,896 shares; 2025Q2: 29,940 shares; 2025Q3: 28,308 shares; 2025Q4: 27,458 shares 27,458 $650K 0.02% -850 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: 3,808 shares; 2024Q4: 3,488 shares; 2025Q1: 3,510 shares; 2025Q2: 3,285 shares; 2025Q3: 3,346 shares; 2025Q4: 3,308 shares 3,308 $642K 0.02% -38 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: 116,157 shares; 2024Q4: 106,979 shares; 2025Q1: 4,716 shares; 2025Q2: 4,340 shares; 2025Q3: 4,246 shares; 2025Q4: 4,242 shares 4,242 $642K 0.02% -4 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: 2,195 shares; 2024Q4: 1,562 shares; 2025Q1: 3,830 shares; 2025Q2: 3,364 shares; 2025Q3: 3,300 shares; 2025Q4: 3,280 shares 3,280 $640K 0.02% -20 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,452 shares; 2025Q1: 3,058 shares; 2025Q2: 2,952 shares; 2025Q3: 3,429 shares; 2025Q4: 3,459 shares 3,459 $637K 0.02% +30 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: 3,180 shares; 2024Q4: 3,137 shares; 2025Q1: 3,035 shares; 2025Q2: 2,688 shares; 2025Q3: 2,608 shares; 2025Q4: 2,623 shares 2,623 $633K 0.02% +15 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: 2,716 shares; 2024Q4: 2,714 shares; 2025Q1: 2,564 shares; 2025Q2: 2,464 shares; 2025Q3: 2,164 shares; 2025Q4: 2,114 shares 2,114 $614K 0.02% -50 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,582 shares; 2024Q4: 1,598 shares; 2025Q1: 1,371 shares; 2025Q2: 1,430 shares; 2025Q3: 1,414 shares; 2025Q4: 1,398 shares 1,398 $596K 0.02% -16 Timeline EBC EASTERN BANKSHARES INC More: the full row for EASTERN BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,988 shares; 2024Q4: 39,988 shares; 2025Q1: 39,988 shares; 2025Q2: 26,988 shares; 2025Q3: 35,270 shares; 2025Q4: 32,270 shares 32,270 $595K 0.02% -3,000 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: 5,793 shares; 2024Q4: 5,349 shares; 2025Q1: 4,950 shares; 2025Q2: 4,950 shares; 2025Q3: 5,100 shares; 2025Q4: 5,012 shares 5,012 $574K 0.02% -88 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: 4,939 shares; 2024Q4: 4,939 shares; 2025Q1: 5,891 shares; 2025Q2: 5,621 shares; 2025Q3: 5,621 shares; 2025Q4: 5,587 shares 5,587 $571K 0.02% -34 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: 5,828 shares; 2024Q4: 5,740 shares; 2025Q1: 5,097 shares; 2025Q2: 5,350 shares; 2025Q3: 3,424 shares; 2025Q4: 3,445 shares 3,445 $558K 0.02% +21 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: 7,944 shares; 2024Q4: 7,376 shares; 2025Q1: 6,031 shares; 2025Q2: 5,753 shares; 2025Q3: 5,714 shares; 2025Q4: 5,714 shares 5,714 $549K 0.02% 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: 10,858 shares; 2024Q4: 11,735 shares; 2025Q1: 8,673 shares; 2025Q2: 8,443 shares; 2025Q3: 8,338 shares; 2025Q4: 13,336 shares 13,336 $543K 0.02% +4,998 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,150 shares; 2024Q4: 7,150 shares; 2025Q1: 7,150 shares; 2025Q2: 6,800 shares; 2025Q3: 6,800 shares; 2025Q4: 6,800 shares 6,800 $540K 0.02% 0 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,053 shares; 2024Q4: 1,053 shares; 2025Q1: 1,053 shares; 2025Q2: 1,053 shares; 2025Q3: 1,053 shares; 2025Q4: 1,053 shares 1,053 $538K 0.02% 0 Timeline SKE SKEENA RES LTD NEW More: the full row for SKEENA RES LTD NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,040 shares; 2025Q1: 22,080 shares; 2025Q2: 22,080 shares; 2025Q3: 22,080 shares; 2025Q4: 22,080 shares 22,080 $524K 0.02% 0 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: 5,750 shares; 2025Q1: 6,000 shares; 2025Q2: 1,900 shares; 2025Q3: 3,075 shares; 2025Q4: 2,850 shares 2,850 $507K 0.02% -225 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,316 shares; 2024Q4: 2,223 shares; 2025Q1: 2,140 shares; 2025Q2: 1,606 shares; 2025Q3: 2,016 shares; 2025Q4: 2,006 shares 2,006 $494K 0.02% -10 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: 2,681 shares; 2024Q4: 2,645 shares; 2025Q1: 4,645 shares; 2025Q2: 4,741 shares; 2025Q3: 4,702 shares; 2025Q4: 2,774 shares 2,774 $481K 0.02% -1,928 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: 6,956 shares; 2024Q4: 6,079 shares; 2025Q1: 8,774 shares; 2025Q2: 7,366 shares; 2025Q3: 7,710 shares; 2025Q4: 7,327 shares 7,327 $470K 0.02% -383 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,402 shares; 2024Q4: not reported; 2025Q1: 5,468 shares; 2025Q2: 5,468 shares; 2025Q3: 5,468 shares; 2025Q4: 5,468 shares 5,468 $469K 0.02% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 910 shares; 2024Q4: 910 shares; 2025Q1: 910 shares; 2025Q2: 910 shares; 2025Q3: 910 shares; 2025Q4: 910 shares 910 $465K 0.02% 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: 6,066 shares; 2024Q4: 6,053 shares; 2025Q1: 5,047 shares; 2025Q2: 4,913 shares; 2025Q3: 5,133 shares; 2025Q4: 4,489 shares 4,489 $445K 0.02% -644 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,298 shares; 2024Q4: 1,831 shares; 2025Q1: 1,728 shares; 2025Q2: 1,622 shares; 2025Q3: 1,509 shares; 2025Q4: 1,509 shares 1,509 $438K 0.02% 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: 22,036 shares; 2024Q4: 21,113 shares; 2025Q1: 18,057 shares; 2025Q2: 16,047 shares; 2025Q3: 15,389 shares; 2025Q4: 14,318 shares 14,318 $428K 0.02% -1,071 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,891 shares; 2024Q4: 3,891 shares; 2025Q1: 3,400 shares; 2025Q2: 4,070 shares; 2025Q3: 5,026 shares; 2025Q4: 5,026 shares 5,026 $421K 0.02% 0 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,007 shares; 2024Q4: 15,621 shares; 2025Q1: 15,332 shares; 2025Q2: 15,332 shares; 2025Q3: 15,326 shares; 2025Q4: 15,326 shares 15,326 $420K 0.02% 0 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,153 shares; 2025Q1: 5,196 shares; 2025Q2: 5,196 shares; 2025Q3: 5,196 shares; 2025Q4: 5,196 shares 5,196 $414K 0.02% 0 Timeline NEO NEOGENOMICS INC More: the full row for NEOGENOMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,454 shares; 2024Q4: 29,454 shares; 2025Q1: 28,121 shares; 2025Q2: 35,121 shares; 2025Q3: 35,121 shares; 2025Q4: 35,121 shares 35,121 $413K 0.02% 0 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189 shares; 2024Q4: 189 shares; 2025Q1: 189 shares; 2025Q2: 189 shares; 2025Q3: 189 shares; 2025Q4: 189 shares 189 $406K 0.02% 0 Timeline AXSM AXSOME THERAPEUTICS INC. More: the full row for AXSOME THERAPEUTICS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,220 shares 2,220 $405K 0.02% new 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: 1,960 shares; 2024Q4: 1,956 shares; 2025Q1: 1,906 shares; 2025Q2: 1,906 shares; 2025Q3: 1,900 shares; 2025Q4: 1,900 shares 1,900 $397K 0.02% 0 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,236 shares; 2024Q4: 2,236 shares; 2025Q1: 2,236 shares; 2025Q2: 2,236 shares; 2025Q3: 2,180 shares; 2025Q4: 2,180 shares 2,180 $396K 0.02% 0 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: 363 shares; 2024Q4: 389 shares; 2025Q1: 366 shares; 2025Q2: 334 shares; 2025Q3: 347 shares; 2025Q4: 357 shares 357 $382K 0.01% +10 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $378K 0.01% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,297 shares 1,297 $370K 0.01% 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: 10,835 shares; 2024Q4: 13,225 shares; 2025Q1: 12,176 shares; 2025Q2: 9,549 shares; 2025Q3: 9,444 shares; 2025Q4: 9,444 shares 9,444 $365K 0.01% 0 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,728 shares; 2024Q4: 7,430 shares; 2025Q1: 6,048 shares; 2025Q2: 4,748 shares; 2025Q3: 3,498 shares; 2025Q4: 3,473 shares 3,473 $361K 0.01% -25 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,720 shares; 2024Q4: 5,720 shares; 2025Q1: 5,720 shares; 2025Q2: 5,720 shares; 2025Q3: 5,720 shares; 2025Q4: 5,720 shares 5,720 $356K 0.01% 0 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT 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: 32,768 shares; 2025Q4: 32,768 shares 32,768 $355K 0.01% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,102 shares; 2025Q3: 1,231 shares; 2025Q4: 1,156 shares 1,156 $352K 0.01% -75 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,279 shares; 2024Q4: 3,279 shares; 2025Q1: 2,727 shares; 2025Q2: 2,727 shares; 2025Q3: 2,727 shares; 2025Q4: 4,174 shares 4,174 $350K 0.01% +1,447 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: 4,756 shares; 2024Q4: 1,952 shares; 2025Q1: 2,077 shares; 2025Q2: 2,091 shares; 2025Q3: 2,060 shares; 2025Q4: 2,000 shares 2,000 $342K 0.01% -60 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,967 shares; 2024Q4: 1,967 shares; 2025Q1: 1,974 shares; 2025Q2: 1,931 shares; 2025Q3: 1,931 shares; 2025Q4: 1,896 shares 1,896 $342K 0.01% -35 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,437 shares 2,437 $339K 0.01% new Timeline UVV UNIVERSAL CORP VA MTNS BK EN More: the full row for UNIVERSAL CORP VA MTNS BK EN 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: 3,558 shares; 2025Q3: 6,383 shares; 2025Q4: 6,383 shares 6,383 $337K 0.01% 0 Timeline IBDY 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: 12,710 shares 12,710 $332K 0.01% new Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,244 shares; 2024Q4: 2,300 shares; 2025Q1: 2,300 shares; 2025Q2: 2,700 shares; 2025Q3: 3,320 shares; 2025Q4: 3,320 shares 3,320 $328K 0.01% 0 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,325 shares; 2024Q4: 1,325 shares; 2025Q1: 1,325 shares; 2025Q2: 1,175 shares; 2025Q3: 1,175 shares; 2025Q4: 1,175 shares 1,175 $328K 0.01% 0 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: 1,298 shares; 2024Q4: 1,298 shares; 2025Q1: 1,298 shares; 2025Q2: 1,298 shares; 2025Q3: 1,298 shares; 2025Q4: 1,298 shares 1,298 $326K 0.01% 0 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: 4,477 shares; 2025Q1: 2,640 shares; 2025Q2: 2,510 shares; 2025Q3: 2,510 shares; 2025Q4: 2,510 shares 2,510 $324K 0.01% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,416 shares; 2024Q4: 3,516 shares; 2025Q1: 3,516 shares; 2025Q2: 3,516 shares; 2025Q3: 3,416 shares; 2025Q4: 3,316 shares 3,316 $319K 0.01% -100 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: 1,002 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 882 shares; 2025Q3: 1,172 shares; 2025Q4: 1,172 shares 1,172 $318K 0.01% 0 Timeline IBHF 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: 13,740 shares; 2024Q4: 13,740 shares; 2025Q1: 13,740 shares; 2025Q2: 13,740 shares; 2025Q3: 13,740 shares; 2025Q4: 13,740 shares 13,740 $317K 0.01% 0 Timeline FWONK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,010 shares; 2024Q4: 3,048 shares; 2025Q1: 3,048 shares; 2025Q2: 3,010 shares; 2025Q3: 3,058 shares; 2025Q4: 3,058 shares 3,058 $301K 0.01% 0 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,448 shares; 2024Q4: 2,418 shares; 2025Q1: 2,418 shares; 2025Q2: 2,663 shares; 2025Q3: 2,353 shares; 2025Q4: 1,918 shares 1,918 $297K 0.01% -435 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: 875 shares; 2024Q4: 899 shares; 2025Q1: 888 shares; 2025Q2: 877 shares; 2025Q3: 915 shares; 2025Q4: 915 shares 915 $296K 0.01% 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: 3,300 shares; 2024Q4: 3,300 shares; 2025Q1: 3,300 shares; 2025Q2: 3,300 shares; 2025Q3: 3,300 shares; 2025Q4: 3,401 shares 3,401 $296K 0.01% +101 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,469 shares; 2024Q4: 2,852 shares; 2025Q1: 2,852 shares; 2025Q2: 3,252 shares; 2025Q3: 3,252 shares; 2025Q4: 3,324 shares 3,324 $290K 0.01% +72 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: 11,134 shares; 2024Q4: 8,734 shares; 2025Q1: 8,673 shares; 2025Q2: 8,273 shares; 2025Q3: 8,273 shares; 2025Q4: 8,323 shares 8,323 $289K 0.01% +50 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: 1,324 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,324 shares; 2025Q4: 1,349 shares 1,349 $289K 0.01% +25 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,750 shares; 2024Q4: 9,750 shares; 2025Q1: 9,750 shares; 2025Q2: 8,950 shares; 2025Q3: 8,950 shares; 2025Q4: 8,950 shares 8,950 $287K 0.01% 0 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,253 shares; 2024Q4: 2,594 shares; 2025Q1: 2,045 shares; 2025Q2: 2,137 shares; 2025Q3: 2,341 shares; 2025Q4: 2,200 shares 2,200 $277K 0.01% -141 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: 1,404 shares; 2024Q4: 1,404 shares; 2025Q1: 1,404 shares; 2025Q2: 1,434 shares; 2025Q3: 1,395 shares; 2025Q4: 1,395 shares 1,395 $272K 0.01% 0 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,979 shares; 2024Q4: 4,979 shares; 2025Q1: 4,979 shares; 2025Q2: 4,712 shares; 2025Q3: 4,712 shares; 2025Q4: 4,316 shares 4,316 $272K 0.01% -396 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,030 shares; 2025Q3: 4,029 shares; 2025Q4: 4,029 shares 4,029 $270K 0.01% 0 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: 517 shares; 2024Q4: 518 shares; 2025Q1: 464 shares; 2025Q2: 369 shares; 2025Q3: 364 shares; 2025Q4: 215 shares 215 $261K 0.01% -149 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,115 shares 3,115 $254K 0.01% new 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: 2,782 shares; 2024Q4: 2,772 shares; 2025Q1: not reported; 2025Q2: 2,845 shares; 2025Q3: 2,845 shares; 2025Q4: 2,845 shares 2,845 $253K 0.01% 0 Timeline UPRO PROSHARES TR More: the full row for PROSHARES 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: 2,174 shares; 2025Q4: 2,174 shares 2,174 $252K 0.01% 0 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: 4,457 shares; 2024Q4: 4,457 shares; 2025Q1: 4,542 shares; 2025Q2: 6,249 shares; 2025Q3: 6,247 shares; 2025Q4: 6,247 shares 6,247 $251K 0.01% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,841 shares; 2025Q2: 1,868 shares; 2025Q3: 1,868 shares; 2025Q4: 1,874 shares 1,874 $242K 0.01% +6 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,840 shares; 2024Q4: 2,846 shares; 2025Q1: 2,530 shares; 2025Q2: 2,511 shares; 2025Q3: 2,475 shares; 2025Q4: 2,475 shares 2,475 $236K 0.01% 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: not reported; 2025Q4: 9,000 shares 9,000 $234K 0.01% new Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,918 shares; 2024Q4: 2,366 shares; 2025Q1: not reported; 2025Q2: 1,838 shares; 2025Q3: 1,838 shares; 2025Q4: 1,838 shares 1,838 $231K 0.01% 0 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,445 shares; 2024Q4: 6,396 shares; 2025Q1: 4,045 shares; 2025Q2: 4,173 shares; 2025Q3: 5,409 shares; 2025Q4: 4,531 shares 4,531 $231K 0.01% -878 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,750 shares; 2024Q4: 8,750 shares; 2025Q1: 8,750 shares; 2025Q2: 8,750 shares; 2025Q3: 8,750 shares; 2025Q4: 8,750 shares 8,750 $230K 0.01% 0 Timeline DMLP DORCHESTER MINERALS L P More: the full row for DORCHESTER MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,257 shares; 2024Q4: 10,257 shares; 2025Q1: 10,257 shares; 2025Q2: 10,257 shares; 2025Q3: 10,257 shares; 2025Q4: 10,257 shares 10,257 $229K 0.01% 0 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,378 shares; 2025Q1: 17,458 shares; 2025Q2: 14,843 shares; 2025Q3: 14,719 shares; 2025Q4: 4,585 shares 4,585 $228K 0.01% -10,134 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 741 shares; 2024Q4: 623 shares; 2025Q1: not reported; 2025Q2: 623 shares; 2025Q3: 623 shares; 2025Q4: 609 shares 609 $227K 0.01% -14 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,397 shares; 2024Q4: 1,397 shares; 2025Q1: 1,397 shares; 2025Q2: 1,397 shares; 2025Q3: not reported; 2025Q4: 1,397 shares 1,397 $218K 0.01% new Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 981 shares 981 $213K 0.01% 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: 5,536 shares; 2024Q4: 5,852 shares; 2025Q1: 5,778 shares; 2025Q2: 6,578 shares; 2025Q3: 3,936 shares; 2025Q4: 4,020 shares 4,020 $212K 0.01% +84 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,630 shares; 2025Q4: 1,630 shares 1,630 $210K 0.01% 0 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,651 shares; 2024Q4: 2,620 shares; 2025Q1: not reported; 2025Q2: 1,995 shares; 2025Q3: 2,087 shares; 2025Q4: 2,087 shares 2,087 $209K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 979 shares 979 $206K 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: not reported; 2025Q2: not reported; 2025Q3: 650 shares; 2025Q4: 650 shares 650 $205K 0.01% 0 Timeline RRC RANGE RES CORP More: the full row for RANGE RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,700 shares; 2025Q1: 5,700 shares; 2025Q2: 5,700 shares; 2025Q3: 5,700 shares; 2025Q4: 5,700 shares 5,700 $201K 0.01% 0 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $161K 0.01% 0 Timeline VHI VALHI INC NEW More: the full row for VALHI INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $120K <0.01% 0 Timeline DVS DOLLY VARDEN SILVER LTD More: the full row for DOLLY VARDEN SILVER LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,900 shares; 2025Q4: 15,900 shares 15,900 $70.1K <0.01% 0 Timeline