GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 274,436 shares; 2024Q4: 301,809 shares; 2025Q1: 311,793 shares; 2025Q2: 340,182 shares; 2025Q3: 338,108 shares; 2025Q4: 356,362 shares 356,362 $47.2M 6.31% +18,254 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: 89,937 shares; 2024Q4: 89,430 shares; 2025Q1: 88,280 shares; 2025Q2: 82,899 shares; 2025Q3: 83,957 shares; 2025Q4: 83,477 shares 83,477 $40.4M 5.4% -480 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: 164,235 shares; 2024Q4: 163,068 shares; 2025Q1: 162,128 shares; 2025Q2: 145,499 shares; 2025Q3: 145,821 shares; 2025Q4: 145,249 shares 145,249 $39.5M 5.28% -572 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 299,558 shares; 2024Q4: 362,890 shares; 2025Q1: 404,915 shares; 2025Q2: 419,913 shares; 2025Q3: 463,252 shares; 2025Q4: 565,279 shares 565,279 $26M 3.48% +102,027 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 513,752 shares; 2024Q4: 550,288 shares; 2025Q1: 503,902 shares; 2025Q2: 494,862 shares; 2025Q3: 491,887 shares; 2025Q4: 488,774 shares 488,774 $23.8M 3.18% -3,113 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,571 shares; 2024Q4: 61,593 shares; 2025Q1: 68,644 shares; 2025Q2: 81,326 shares; 2025Q3: 82,821 shares; 2025Q4: 88,984 shares 88,984 $22.6M 3.02% +6,163 Timeline ISTB 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: 302,082 shares; 2024Q4: 340,370 shares; 2025Q1: 364,796 shares; 2025Q2: 362,911 shares; 2025Q3: 386,857 shares; 2025Q4: 446,603 shares 446,603 $21.8M 2.91% +59,746 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: 57,857 shares; 2024Q4: 56,388 shares; 2025Q1: 55,803 shares; 2025Q2: 55,312 shares; 2025Q3: 49,509 shares; 2025Q4: 48,441 shares 48,441 $16.8M 2.24% -1,068 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: 53,998 shares; 2024Q4: 53,748 shares; 2025Q1: 53,443 shares; 2025Q2: 51,253 shares; 2025Q3: 51,010 shares; 2025Q4: 51,013 shares 51,013 $16.7M 2.23% +3 Timeline XMHQ 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: 79,306 shares; 2024Q4: 95,293 shares; 2025Q1: 118,023 shares; 2025Q2: 139,184 shares; 2025Q3: 150,158 shares; 2025Q4: 160,795 shares 160,795 $16.5M 2.2% +10,637 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: 207,163 shares; 2024Q4: 700,714 shares; 2025Q1: 689,244 shares; 2025Q2: 663,942 shares; 2025Q3: 586,593 shares; 2025Q4: 577,340 shares 577,340 $15.8M 2.12% -9,253 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 316,966 shares; 2025Q3: 352,962 shares; 2025Q4: 499,912 shares 499,912 $13.7M 1.83% +146,950 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 425,143 shares; 2024Q4: 462,203 shares; 2025Q1: 535,921 shares; 2025Q2: 589,093 shares; 2025Q3: 502,820 shares; 2025Q4: 495,038 shares 495,038 $12.1M 1.62% -7,782 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,471 shares; 2024Q4: 109,498 shares; 2025Q1: 111,019 shares; 2025Q2: 105,248 shares; 2025Q3: 106,490 shares; 2025Q4: 104,891 shares 104,891 $10.7M 1.43% -1,599 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,100 shares; 2024Q4: 19,057 shares; 2025Q1: 91,598 shares; 2025Q2: 119,322 shares; 2025Q3: 197,725 shares; 2025Q4: 230,696 shares 230,696 $10.1M 1.34% +32,971 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,365 shares; 2024Q4: 49,835 shares; 2025Q1: 50,235 shares; 2025Q2: 43,617 shares; 2025Q3: 42,132 shares; 2025Q4: 41,761 shares 41,761 $10M 1.34% -371 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: 51,408 shares; 2024Q4: 49,727 shares; 2025Q1: 49,161 shares; 2025Q2: 46,192 shares; 2025Q3: 45,526 shares; 2025Q4: 44,954 shares 44,954 $9.3M 1.24% -572 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: 124,583 shares; 2024Q4: 123,882 shares; 2025Q1: 123,389 shares; 2025Q2: 117,307 shares; 2025Q3: 118,012 shares; 2025Q4: 116,447 shares 116,447 $8.97M 1.2% -1,565 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: 8,821 shares; 2024Q4: 8,816 shares; 2025Q1: 8,014 shares; 2025Q2: 7,563 shares; 2025Q3: 7,822 shares; 2025Q4: 7,351 shares 7,351 $7.9M 1.06% -471 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,821 shares; 2024Q4: 27,174 shares; 2025Q1: 29,950 shares; 2025Q2: 31,066 shares; 2025Q3: 25,867 shares; 2025Q4: 25,985 shares 25,985 $7.35M 0.98% +118 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: 54,234 shares; 2024Q4: 53,618 shares; 2025Q1: 53,386 shares; 2025Q2: 50,643 shares; 2025Q3: 50,613 shares; 2025Q4: 50,831 shares 50,831 $7.28M 0.97% +218 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,504 shares; 2024Q4: 119,942 shares; 2025Q1: 120,876 shares; 2025Q2: 128,655 shares; 2025Q3: 124,630 shares; 2025Q4: 126,449 shares 126,449 $7.24M 0.97% +1,819 Timeline FOUR SHIFT4 PMTS INC More: the full row for SHIFT4 PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,034 shares; 2024Q4: 77,438 shares; 2025Q1: 82,992 shares; 2025Q2: 89,097 shares; 2025Q3: 98,037 shares; 2025Q4: 113,644 shares 113,644 $7.15M 0.96% +15,607 Timeline SAIA SAIA INC More: the full row for SAIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,551 shares; 2024Q4: 7,090 shares; 2025Q1: 11,030 shares; 2025Q2: 18,879 shares; 2025Q3: 21,352 shares; 2025Q4: 21,858 shares 21,858 $7.14M 0.96% +506 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: 19,384 shares; 2024Q4: 19,305 shares; 2025Q1: 19,125 shares; 2025Q2: 18,554 shares; 2025Q3: 18,734 shares; 2025Q4: 18,995 shares 18,995 $6.67M 0.89% +261 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: 66,985 shares; 2024Q4: 74,845 shares; 2025Q1: 78,824 shares; 2025Q2: 79,693 shares; 2025Q3: 75,955 shares; 2025Q4: 75,595 shares 75,595 $6.62M 0.89% -360 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,054 shares; 2024Q4: 13,848 shares; 2025Q1: 13,404 shares; 2025Q2: 11,200 shares; 2025Q3: 11,284 shares; 2025Q4: 10,934 shares 10,934 $6.33M 0.85% -350 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: 25,440 shares; 2024Q4: 25,421 shares; 2025Q1: 25,249 shares; 2025Q2: 22,831 shares; 2025Q3: 23,022 shares; 2025Q4: 23,013 shares 23,013 $6.17M 0.83% -9 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: 17,294 shares; 2024Q4: 17,569 shares; 2025Q1: 17,139 shares; 2025Q2: 18,114 shares; 2025Q3: 18,709 shares; 2025Q4: 18,791 shares 18,791 $5.89M 0.79% +82 Timeline H HYATT HOTELS CORP More: the full row for HYATT HOTELS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,077 shares; 2024Q4: 17,795 shares; 2025Q1: 17,027 shares; 2025Q2: 29,859 shares; 2025Q3: 35,808 shares; 2025Q4: 36,679 shares 36,679 $5.88M 0.79% +871 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: 48,452 shares; 2024Q4: 48,307 shares; 2025Q1: 46,114 shares; 2025Q2: 42,783 shares; 2025Q3: 41,384 shares; 2025Q4: 40,611 shares 40,611 $5.83M 0.78% -773 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,517 shares; 2024Q4: 49,098 shares; 2025Q1: 48,491 shares; 2025Q2: 44,691 shares; 2025Q3: 44,691 shares; 2025Q4: 44,729 shares 44,729 $5.38M 0.72% +38 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,855 shares; 2024Q4: 23,661 shares; 2025Q1: 23,570 shares; 2025Q2: 23,221 shares; 2025Q3: 23,488 shares; 2025Q4: 23,096 shares 23,096 $5.28M 0.71% -392 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,873 shares; 2024Q4: 12,859 shares; 2025Q1: 14,057 shares; 2025Q2: 14,652 shares; 2025Q3: 15,190 shares; 2025Q4: 15,272 shares 15,272 $5.13M 0.69% +82 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: 13,125 shares; 2024Q4: 13,210 shares; 2025Q1: 13,195 shares; 2025Q2: 13,015 shares; 2025Q3: 16,465 shares; 2025Q4: 17,126 shares 17,126 $5.07M 0.68% +661 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: 33,656 shares; 2024Q4: 33,798 shares; 2025Q1: 31,865 shares; 2025Q2: 30,007 shares; 2025Q3: 29,217 shares; 2025Q4: 28,977 shares 28,977 $4.65M 0.62% -240 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: 14,047 shares; 2024Q4: 13,934 shares; 2025Q1: 14,954 shares; 2025Q2: 15,949 shares; 2025Q3: 16,105 shares; 2025Q4: 15,862 shares 15,862 $4.58M 0.61% -243 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,864 shares; 2024Q4: 89,583 shares; 2025Q1: 91,961 shares; 2025Q2: 84,428 shares; 2025Q3: 82,642 shares; 2025Q4: 82,153 shares 82,153 $4.48M 0.6% -489 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,490 shares; 2024Q4: 85,942 shares; 2025Q1: 92,880 shares; 2025Q2: 104,318 shares; 2025Q3: 117,735 shares; 2025Q4: 197,186 shares 197,186 $4.46M 0.6% +79,451 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,123 shares; 2024Q4: 9,946 shares; 2025Q1: 40,101 shares; 2025Q2: 22,629 shares; 2025Q3: 18,134 shares; 2025Q4: 42,564 shares 42,564 $4.29M 0.57% +24,430 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,060 shares; 2024Q4: 20,093 shares; 2025Q1: 18,998 shares; 2025Q2: 16,838 shares; 2025Q3: 16,840 shares; 2025Q4: 16,705 shares 16,705 $4.19M 0.56% -135 Timeline SPIT RBB FD INC More: the full row for RBB FD 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: 152,245 shares 152,245 $3.95M 0.53% new Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,999 shares; 2024Q4: 20,060 shares; 2025Q1: 19,810 shares; 2025Q2: 18,010 shares; 2025Q3: 18,010 shares; 2025Q4: 17,811 shares 17,811 $3.86M 0.52% -199 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,581 shares; 2024Q4: 16,745 shares; 2025Q1: 17,549 shares; 2025Q2: 18,386 shares; 2025Q3: 16,281 shares; 2025Q4: 16,866 shares 16,866 $3.86M 0.52% +585 Timeline ELMD ELECTROMED INC More: the full row for ELECTROMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,450 shares; 2024Q4: 102,450 shares; 2025Q1: 102,450 shares; 2025Q2: 106,950 shares; 2025Q3: 117,750 shares; 2025Q4: 120,550 shares 120,550 $3.51M 0.47% +2,800 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: 5,964 shares; 2024Q4: 5,691 shares; 2025Q1: 5,277 shares; 2025Q2: 4,171 shares; 2025Q3: 4,071 shares; 2025Q4: 12,198 shares 12,198 $3.5M 0.47% +8,127 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: 20,705 shares; 2024Q4: 21,652 shares; 2025Q1: 21,537 shares; 2025Q2: 21,912 shares; 2025Q3: 22,064 shares; 2025Q4: 22,944 shares 22,944 $3.49M 0.47% +880 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: 25,122 shares; 2024Q4: 24,944 shares; 2025Q1: 25,475 shares; 2025Q2: 18,971 shares; 2025Q3: 19,628 shares; 2025Q4: 19,446 shares 19,446 $3.45M 0.46% -182 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,697 shares; 2024Q4: 48,801 shares; 2025Q1: 47,914 shares; 2025Q2: 48,594 shares; 2025Q3: 43,238 shares; 2025Q4: 43,358 shares 43,358 $3.4M 0.45% +120 Timeline LIND LINDBLAD EXPEDITIONS HLDGS I More: the full row for LINDBLAD EXPEDITIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 232,490 shares; 2024Q4: 230,090 shares; 2025Q1: 221,890 shares; 2025Q2: 223,490 shares; 2025Q3: 228,490 shares; 2025Q4: 228,490 shares 228,490 $3.29M 0.44% 0 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,765 shares; 2024Q4: 6,541 shares; 2025Q1: 7,056 shares; 2025Q2: 4,007 shares; 2025Q3: 3,654 shares; 2025Q4: 3,464 shares 3,464 $3.23M 0.43% -190 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: 26,861 shares; 2024Q4: 26,711 shares; 2025Q1: 26,336 shares; 2025Q2: 26,012 shares; 2025Q3: 25,687 shares; 2025Q4: 25,719 shares 25,719 $3.22M 0.43% +32 Timeline SMG SCOTTS MIRACLE-GRO CO More: the full row for SCOTTS MIRACLE-GRO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,032 shares; 2024Q4: 25,982 shares; 2025Q1: 31,245 shares; 2025Q2: 49,129 shares; 2025Q3: 51,173 shares; 2025Q4: 54,435 shares 54,435 $3.2M 0.43% +3,262 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: 10,603 shares; 2024Q4: 10,842 shares; 2025Q1: 10,474 shares; 2025Q2: 9,804 shares; 2025Q3: 10,123 shares; 2025Q4: 9,804 shares 9,804 $3.15M 0.42% -319 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: 135,772 shares; 2024Q4: 121,976 shares; 2025Q1: 121,484 shares; 2025Q2: 121,147 shares; 2025Q3: 121,160 shares; 2025Q4: 119,423 shares 119,423 $2.97M 0.4% -1,737 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: 9,962 shares; 2024Q4: 9,964 shares; 2025Q1: 9,808 shares; 2025Q2: 9,809 shares; 2025Q3: 9,810 shares; 2025Q4: 9,631 shares 9,631 $2.94M 0.39% -179 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,263 shares; 2025Q2: 7,673 shares; 2025Q3: 11,378 shares; 2025Q4: 28,753 shares 28,753 $2.87M 0.38% +17,375 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,564 shares; 2025Q4: 6,078 shares 6,078 $2.85M 0.38% +2,514 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,200 shares; 2024Q4: 7,796 shares; 2025Q1: 7,996 shares; 2025Q2: 7,971 shares; 2025Q3: 8,121 shares; 2025Q4: 8,003 shares 8,003 $2.81M 0.38% -118 Timeline ARLO ARLO TECHNOLOGIES INC More: the full row for ARLO 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: 173,630 shares; 2025Q3: 189,234 shares; 2025Q4: 198,803 shares 198,803 $2.79M 0.37% +9,569 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,715 shares; 2024Q4: 13,133 shares; 2025Q1: 12,475 shares; 2025Q2: 12,472 shares; 2025Q3: 10,732 shares; 2025Q4: 10,780 shares 10,780 $2.76M 0.37% +48 Timeline PLMR PALOMAR HLDGS INC More: the full row for PALOMAR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,569 shares; 2024Q4: 17,689 shares; 2025Q1: 15,457 shares; 2025Q2: 14,044 shares; 2025Q3: 19,785 shares; 2025Q4: 20,267 shares 20,267 $2.73M 0.36% +482 Timeline FAF FIRST AMERN FINL CORP More: the full row for FIRST AMERN FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,695 shares; 2024Q4: 43,140 shares; 2025Q1: 40,799 shares; 2025Q2: 42,791 shares; 2025Q3: 43,174 shares; 2025Q4: 43,479 shares 43,479 $2.67M 0.36% +305 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: 10,251 shares; 2024Q4: 10,996 shares; 2025Q1: 11,294 shares; 2025Q2: 10,856 shares; 2025Q3: 11,188 shares; 2025Q4: 11,417 shares 11,417 $2.64M 0.35% +229 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: 85,650 shares; 2024Q4: 85,269 shares; 2025Q1: 83,199 shares; 2025Q2: 83,234 shares; 2025Q3: 87,924 shares; 2025Q4: 38,570 shares 38,570 $2.59M 0.35% -49,354 Timeline KNF KNIFE RIVER CORP More: the full row for KNIFE RIVER 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: 10,977 shares; 2025Q3: 12,895 shares; 2025Q4: 36,659 shares 36,659 $2.59M 0.35% +23,764 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: 46,704 shares; 2024Q4: 46,758 shares; 2025Q1: 46,126 shares; 2025Q2: 45,267 shares; 2025Q3: 45,036 shares; 2025Q4: 44,099 shares 44,099 $2.55M 0.34% -937 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,902 shares; 2024Q4: 11,927 shares; 2025Q1: 11,836 shares; 2025Q2: 11,836 shares; 2025Q3: 12,011 shares; 2025Q4: 12,036 shares 12,036 $2.51M 0.34% +25 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: 7,841 shares; 2024Q4: 7,576 shares; 2025Q1: 7,704 shares; 2025Q2: 8,242 shares; 2025Q3: 8,167 shares; 2025Q4: 8,147 shares 8,147 $2.51M 0.34% -20 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: 5,972 shares; 2024Q4: 6,351 shares; 2025Q1: 6,115 shares; 2025Q2: 5,905 shares; 2025Q3: 6,443 shares; 2025Q4: 13,637 shares 13,637 $2.5M 0.33% +7,194 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,008 shares; 2024Q4: 15,633 shares; 2025Q1: 19,150 shares; 2025Q2: 19,336 shares; 2025Q3: 19,758 shares; 2025Q4: 20,281 shares 20,281 $2.5M 0.33% +523 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,718 shares; 2024Q4: 109,905 shares; 2025Q1: 118,918 shares; 2025Q2: 134,343 shares; 2025Q3: 137,849 shares; 2025Q4: 140,901 shares 140,901 $2.48M 0.33% +3,052 Timeline VPG VISHAY PRECISION GROUP INC More: the full row for VISHAY PRECISION GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 63,588 shares 63,588 $2.46M 0.33% new 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: 10,320 shares; 2024Q4: 11,157 shares; 2025Q1: 12,287 shares; 2025Q2: 12,782 shares; 2025Q3: 12,108 shares; 2025Q4: 12,837 shares 12,837 $2.4M 0.32% +729 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,658 shares; 2024Q4: 16,751 shares; 2025Q1: 18,628 shares; 2025Q2: 21,449 shares; 2025Q3: 25,187 shares; 2025Q4: 39,940 shares 39,940 $2.39M 0.32% +14,753 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,586 shares; 2024Q4: 13,767 shares; 2025Q1: 15,757 shares; 2025Q2: 16,458 shares; 2025Q3: 16,138 shares; 2025Q4: 14,459 shares 14,459 $2.33M 0.31% -1,679 Timeline SHM 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: 121,807 shares; 2024Q4: 109,807 shares; 2025Q1: 103,008 shares; 2025Q2: 69,891 shares; 2025Q3: 63,891 shares; 2025Q4: 48,341 shares 48,341 $2.32M 0.31% -15,550 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,499 shares; 2024Q4: 11,785 shares; 2025Q1: 11,174 shares; 2025Q2: 12,423 shares; 2025Q3: 15,917 shares; 2025Q4: 14,693 shares 14,693 $2.3M 0.31% -1,224 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: 11,043 shares; 2024Q4: 11,043 shares; 2025Q1: 10,534 shares; 2025Q2: 10,214 shares; 2025Q3: 10,149 shares; 2025Q4: 10,167 shares 10,167 $2.23M 0.3% +18 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,390 shares; 2024Q4: 6,284 shares; 2025Q1: 6,056 shares; 2025Q2: 6,152 shares; 2025Q3: 6,418 shares; 2025Q4: 6,412 shares 6,412 $2.21M 0.3% -6 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: 20,243 shares; 2024Q4: 19,736 shares; 2025Q1: 19,298 shares; 2025Q2: 19,941 shares; 2025Q3: 16,259 shares; 2025Q4: 16,224 shares 16,224 $2.2M 0.29% -35 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,090 shares; 2024Q4: 5,333 shares; 2025Q1: 5,932 shares; 2025Q2: 6,318 shares; 2025Q3: 6,481 shares; 2025Q4: 6,988 shares 6,988 $2.19M 0.29% +507 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: 4,194 shares; 2024Q4: 4,309 shares; 2025Q1: 4,344 shares; 2025Q2: 4,344 shares; 2025Q3: 4,344 shares; 2025Q4: 4,344 shares 4,344 $2.18M 0.29% 0 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,036 shares; 2024Q4: 7,360 shares; 2025Q1: 7,114 shares; 2025Q2: 7,433 shares; 2025Q3: 7,324 shares; 2025Q4: 7,538 shares 7,538 $2.17M 0.29% +214 Timeline OFLX OMEGA FLEX INC More: the full row for OMEGA FLEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,682 shares; 2024Q4: 78,682 shares; 2025Q1: 78,382 shares; 2025Q2: 74,482 shares; 2025Q3: 73,507 shares; 2025Q4: 73,803 shares 73,803 $2.17M 0.29% +296 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,077 shares; 2024Q4: 13,802 shares; 2025Q1: 13,702 shares; 2025Q2: 13,702 shares; 2025Q3: 14,029 shares; 2025Q4: 13,959 shares 13,959 $2.16M 0.29% -70 Timeline IAGG 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: 18,472 shares; 2024Q4: 19,039 shares; 2025Q1: 21,259 shares; 2025Q2: 24,610 shares; 2025Q3: 28,861 shares; 2025Q4: 42,546 shares 42,546 $2.13M 0.29% +13,685 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,100 shares; 2024Q4: 2,001 shares; 2025Q1: 1,991 shares; 2025Q2: 1,991 shares; 2025Q3: 1,991 shares; 2025Q4: 4,381 shares 4,381 $2.12M 0.28% +2,390 Timeline CHDN CHURCHILL DOWNS INC More: the full row for CHURCHILL DOWNS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,278 shares; 2024Q4: 25,122 shares; 2025Q1: 32,428 shares; 2025Q2: 19,085 shares; 2025Q3: 20,677 shares; 2025Q4: 18,432 shares 18,432 $2.09M 0.28% -2,245 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: 9,512 shares; 2024Q4: 9,886 shares; 2025Q1: 9,565 shares; 2025Q2: 9,869 shares; 2025Q3: 10,172 shares; 2025Q4: 10,350 shares 10,350 $2.02M 0.27% +178 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 812 shares; 2024Q4: 837 shares; 2025Q1: 588 shares; 2025Q2: 595 shares; 2025Q3: 595 shares; 2025Q4: 597 shares 597 $2.01M 0.27% +2 Timeline BOOM DMC GLOBAL INC More: the full row for DMC GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 352,233 shares; 2024Q4: 419,643 shares; 2025Q1: 461,380 shares; 2025Q2: 454,355 shares; 2025Q3: 397,135 shares; 2025Q4: 296,910 shares 296,910 $1.99M 0.27% -100,225 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,641 shares; 2024Q4: 13,711 shares; 2025Q1: 13,797 shares; 2025Q2: 13,886 shares; 2025Q3: 13,790 shares; 2025Q4: 13,765 shares 13,765 $1.98M 0.26% -25 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: 7,729 shares; 2024Q4: 8,360 shares; 2025Q1: 7,573 shares; 2025Q2: 7,797 shares; 2025Q3: 7,581 shares; 2025Q4: 7,354 shares 7,354 $1.92M 0.26% -227 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,683 shares; 2024Q4: 32,416 shares; 2025Q1: 33,444 shares; 2025Q2: 33,412 shares; 2025Q3: 35,510 shares; 2025Q4: 35,430 shares 35,430 $1.9M 0.25% -80 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: 7,975 shares; 2024Q4: 7,609 shares; 2025Q1: 7,509 shares; 2025Q2: 7,309 shares; 2025Q3: 7,386 shares; 2025Q4: 7,271 shares 7,271 $1.87M 0.25% -115 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,600 shares; 2024Q4: 19,784 shares; 2025Q1: 19,623 shares; 2025Q2: 19,487 shares; 2025Q3: 19,287 shares; 2025Q4: 18,052 shares 18,052 $1.85M 0.25% -1,235 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: 64,233 shares; 2024Q4: 60,433 shares; 2025Q1: 58,586 shares; 2025Q2: 50,007 shares; 2025Q3: 48,924 shares; 2025Q4: 49,724 shares 49,724 $1.83M 0.24% +800 Timeline IMCG 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: 24,311 shares; 2024Q4: 26,003 shares; 2025Q1: 24,773 shares; 2025Q2: 23,769 shares; 2025Q3: 22,619 shares; 2025Q4: 22,378 shares 22,378 $1.79M 0.24% -241 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,301 shares; 2024Q4: 16,825 shares; 2025Q1: 18,011 shares; 2025Q2: 18,411 shares; 2025Q3: 18,152 shares; 2025Q4: 17,827 shares 17,827 $1.75M 0.23% -325 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,554 shares; 2024Q4: 27,905 shares; 2025Q1: 27,605 shares; 2025Q2: 24,145 shares; 2025Q3: 23,345 shares; 2025Q4: 22,944 shares 22,944 $1.71M 0.23% -401 Timeline LFSC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,310 shares; 2025Q1: 36,639 shares; 2025Q2: 40,740 shares; 2025Q3: 40,596 shares; 2025Q4: 45,908 shares 45,908 $1.68M 0.23% +5,312 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: 17,925 shares; 2024Q4: 17,725 shares; 2025Q1: 16,325 shares; 2025Q2: 14,125 shares; 2025Q3: 14,125 shares; 2025Q4: 13,636 shares 13,636 $1.67M 0.22% -489 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,582 shares; 2024Q4: 48,682 shares; 2025Q1: 46,457 shares; 2025Q2: 40,674 shares; 2025Q3: 40,674 shares; 2025Q4: 31,604 shares 31,604 $1.67M 0.22% -9,070 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: 8,249 shares; 2024Q4: 7,849 shares; 2025Q1: 7,849 shares; 2025Q2: 7,849 shares; 2025Q3: 7,999 shares; 2025Q4: 7,849 shares 7,849 $1.64M 0.22% -150 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: 2,093 shares; 2024Q4: 2,345 shares; 2025Q1: 2,347 shares; 2025Q2: 2,492 shares; 2025Q3: 2,530 shares; 2025Q4: 2,437 shares 2,437 $1.61M 0.21% -93 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: 6,555 shares; 2024Q4: 6,405 shares; 2025Q1: 6,240 shares; 2025Q2: 4,590 shares; 2025Q3: 4,545 shares; 2025Q4: 4,465 shares 4,465 $1.51M 0.2% -80 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,997 shares; 2024Q4: 14,997 shares; 2025Q1: 14,997 shares; 2025Q2: 14,997 shares; 2025Q3: 14,997 shares; 2025Q4: 14,997 shares 14,997 $1.46M 0.19% 0 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: 33,534 shares; 2025Q2: 33,534 shares; 2025Q3: 33,534 shares; 2025Q4: 33,534 shares 33,534 $1.44M 0.19% 0 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,983 shares; 2025Q2: 2,329 shares; 2025Q3: 2,311 shares; 2025Q4: 2,325 shares 2,325 $1.44M 0.19% +14 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,800 shares; 2024Q4: 13,800 shares; 2025Q1: 13,600 shares; 2025Q2: 12,855 shares; 2025Q3: 12,730 shares; 2025Q4: 11,250 shares 11,250 $1.31M 0.17% -1,480 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: 2,305 shares; 2024Q4: 2,305 shares; 2025Q1: 2,300 shares; 2025Q2: 2,301 shares; 2025Q3: 2,301 shares; 2025Q4: 2,246 shares 2,246 $1.29M 0.17% -55 Timeline BC BRUNSWICK CORP More: the full row for BRUNSWICK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,680 shares; 2024Q4: 18,127 shares; 2025Q1: 18,001 shares; 2025Q2: 18,385 shares; 2025Q3: 17,853 shares; 2025Q4: 17,241 shares 17,241 $1.28M 0.17% -612 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: 11,122 shares; 2024Q4: 11,391 shares; 2025Q1: 11,383 shares; 2025Q2: 11,356 shares; 2025Q3: 11,352 shares; 2025Q4: 11,449 shares 11,449 $1.27M 0.17% +97 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,028 shares; 2024Q4: 25,000 shares; 2025Q1: 25,106 shares; 2025Q2: 24,412 shares; 2025Q3: 24,417 shares; 2025Q4: 23,701 shares 23,701 $1.27M 0.17% -716 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,810 shares; 2024Q4: 3,830 shares; 2025Q1: 3,830 shares; 2025Q2: 3,830 shares; 2025Q3: 3,830 shares; 2025Q4: 3,830 shares 3,830 $1.26M 0.17% 0 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,033 shares; 2024Q4: 19,131 shares; 2025Q1: 19,131 shares; 2025Q2: 19,081 shares; 2025Q3: 18,187 shares; 2025Q4: 18,575 shares 18,575 $1.24M 0.17% +388 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: 11,344 shares; 2024Q4: 11,498 shares; 2025Q1: 11,442 shares; 2025Q2: 11,444 shares; 2025Q3: 11,620 shares; 2025Q4: 11,655 shares 11,655 $1.23M 0.16% +35 Timeline HRI HERC HLDGS INC More: the full row for HERC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,349 shares; 2024Q4: 8,397 shares; 2025Q1: 9,564 shares; 2025Q2: 11,253 shares; 2025Q3: 11,677 shares; 2025Q4: 7,864 shares 7,864 $1.16M 0.16% -3,813 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: 14,258 shares; 2024Q4: 14,163 shares; 2025Q1: 13,866 shares; 2025Q2: 13,733 shares; 2025Q3: 14,241 shares; 2025Q4: 14,197 shares 14,197 $1.14M 0.15% -44 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,624 shares; 2024Q4: 28,628 shares; 2025Q1: 31,976 shares; 2025Q2: 33,375 shares; 2025Q3: 32,495 shares; 2025Q4: 33,409 shares 33,409 $1.13M 0.15% +914 Timeline IWV 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: 3,040 shares; 2025Q2: 2,850 shares; 2025Q3: 2,850 shares; 2025Q4: 2,850 shares 2,850 $1.1M 0.15% 0 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: 21,853 shares; 2024Q4: 22,048 shares; 2025Q1: 22,048 shares; 2025Q2: 21,248 shares; 2025Q3: 20,549 shares; 2025Q4: 20,374 shares 20,374 $1.08M 0.14% -175 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,600 shares; 2024Q4: 17,600 shares; 2025Q1: 19,100 shares; 2025Q2: 19,100 shares; 2025Q3: 19,414 shares; 2025Q4: 23,937 shares 23,937 $1.06M 0.14% +4,523 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,879 shares; 2024Q4: 12,523 shares; 2025Q1: 6,406 shares; 2025Q2: 5,911 shares; 2025Q3: 5,825 shares; 2025Q4: 5,826 shares 5,826 $1.04M 0.14% +1 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: 12,068 shares; 2024Q4: 9,785 shares; 2025Q1: 7,060 shares; 2025Q2: 6,790 shares; 2025Q3: 7,456 shares; 2025Q4: 10,440 shares 10,440 $1.04M 0.14% +2,984 Timeline AMRZ AMRIZE LTD More: the full row for AMRIZE 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: 10,475 shares; 2025Q4: 19,175 shares 19,175 $1.03M 0.14% +8,700 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,260 shares; 2024Q4: 9,560 shares; 2025Q1: 9,260 shares; 2025Q2: 9,210 shares; 2025Q3: 9,210 shares; 2025Q4: 9,310 shares 9,310 $1.03M 0.14% +100 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,682 shares 11,682 $1.03M 0.14% new Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 4,800 shares 4,800 $1.02M 0.14% -200 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,748 shares; 2024Q4: 4,148 shares; 2025Q1: 4,098 shares; 2025Q2: 4,298 shares; 2025Q3: 4,298 shares; 2025Q4: 4,666 shares 4,666 $1.01M 0.14% +368 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: 2,524 shares; 2024Q4: 2,704 shares; 2025Q1: 2,704 shares; 2025Q2: 2,704 shares; 2025Q3: 2,704 shares; 2025Q4: 2,709 shares 2,709 $1M 0.13% +5 Timeline RHP RYMAN HOSPITALITY PPTYS INC More: the full row for RYMAN HOSPITALITY PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,911 shares; 2025Q2: 9,979 shares; 2025Q3: 10,391 shares; 2025Q4: 10,536 shares 10,536 $1M 0.13% +145 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,200 shares; 2024Q4: 8,700 shares; 2025Q1: 8,700 shares; 2025Q2: 12,500 shares; 2025Q3: 12,500 shares; 2025Q4: 12,500 shares 12,500 $1M 0.13% 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: 21,790 shares; 2024Q4: 21,878 shares; 2025Q1: 21,923 shares; 2025Q2: 21,923 shares; 2025Q3: 20,722 shares; 2025Q4: 19,498 shares 19,498 $989K 0.13% -1,224 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: 5,083 shares; 2024Q4: 4,954 shares; 2025Q1: 4,955 shares; 2025Q2: 4,921 shares; 2025Q3: 5,133 shares; 2025Q4: 5,029 shares 5,029 $986K 0.13% -104 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,892 shares; 2024Q4: 1,877 shares; 2025Q1: 1,372 shares; 2025Q2: 1,425 shares; 2025Q3: 1,522 shares; 2025Q4: 1,501 shares 1,501 $982K 0.13% -21 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: 8,001 shares; 2024Q4: 8,001 shares; 2025Q1: 8,001 shares; 2025Q2: 8,001 shares; 2025Q3: 8,001 shares; 2025Q4: 7,562 shares 7,562 $975K 0.13% -439 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,900 shares; 2024Q4: 47,900 shares; 2025Q1: 49,400 shares; 2025Q2: 70,898 shares; 2025Q3: 70,460 shares; 2025Q4: 70,460 shares 70,460 $936K 0.13% 0 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,540 shares; 2024Q4: 10,633 shares; 2025Q1: 11,033 shares; 2025Q2: 7,493 shares; 2025Q3: 7,493 shares; 2025Q4: 7,493 shares 7,493 $934K 0.12% 0 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: 2,313 shares; 2024Q4: 2,390 shares; 2025Q1: 2,540 shares; 2025Q2: 2,441 shares; 2025Q3: 2,661 shares; 2025Q4: 2,670 shares 2,670 $920K 0.12% +9 Timeline ATRO ASTRONICS CORP More: the full row for ASTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,000 shares; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 10,000 shares; 2025Q3: 16,435 shares; 2025Q4: 16,535 shares 16,535 $896K 0.12% +100 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,911 shares; 2024Q4: 7,009 shares; 2025Q1: 7,009 shares; 2025Q2: 6,927 shares; 2025Q3: 6,777 shares; 2025Q4: 6,902 shares 6,902 $892K 0.12% +125 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,024 shares; 2024Q4: 1,021 shares; 2025Q1: 1,006 shares; 2025Q2: 1,006 shares; 2025Q3: 1,007 shares; 2025Q4: 1,017 shares 1,017 $877K 0.12% +10 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: 745 shares; 2024Q4: 515 shares; 2025Q1: 515 shares; 2025Q2: 415 shares; 2025Q3: 405 shares; 2025Q4: 405 shares 405 $869K 0.12% 0 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: 1,767 shares; 2024Q4: 1,780 shares; 2025Q1: 1,771 shares; 2025Q2: 1,772 shares; 2025Q3: 1,858 shares; 2025Q4: 1,861 shares 1,861 $868K 0.12% +3 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: 10,573 shares; 2024Q4: 11,500 shares; 2025Q1: 11,500 shares; 2025Q2: 11,205 shares; 2025Q3: 11,210 shares; 2025Q4: 11,699 shares 11,699 $817K 0.11% +489 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: 6,595 shares; 2024Q4: 6,768 shares; 2025Q1: 6,768 shares; 2025Q2: 6,918 shares; 2025Q3: 6,818 shares; 2025Q4: 6,805 shares 6,805 $774K 0.1% -13 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,725 shares; 2024Q4: 4,725 shares; 2025Q1: 4,725 shares; 2025Q2: 7,025 shares; 2025Q3: 7,025 shares; 2025Q4: 7,025 shares 7,025 $769K 0.1% 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: 17,875 shares; 2024Q4: 18,379 shares; 2025Q1: 18,382 shares; 2025Q2: 17,236 shares; 2025Q3: 14,094 shares; 2025Q4: 14,262 shares 14,262 $767K 0.1% +168 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: 7,698 shares; 2024Q4: 8,325 shares; 2025Q1: 8,970 shares; 2025Q2: 9,093 shares; 2025Q3: 9,882 shares; 2025Q4: 4,092 shares 4,092 $708K 0.09% -5,790 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: 968 shares; 2024Q4: 1,114 shares; 2025Q1: 1,054 shares; 2025Q2: 1,054 shares; 2025Q3: 1,038 shares; 2025Q4: 1,034 shares 1,034 $707K 0.09% -4 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,258 shares; 2024Q4: 7,531 shares; 2025Q1: 8,964 shares; 2025Q2: 9,753 shares; 2025Q3: 9,717 shares; 2025Q4: 16,465 shares 16,465 $705K 0.09% +6,748 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: 17,217 shares; 2024Q4: 17,447 shares; 2025Q1: 17,097 shares; 2025Q2: 15,497 shares; 2025Q3: 10,997 shares; 2025Q4: 9,607 shares 9,607 $705K 0.09% -1,390 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,903 shares; 2025Q3: 2,903 shares; 2025Q4: 2,903 shares 2,903 $704K 0.09% 0 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,600 shares; 2024Q4: 40,600 shares; 2025Q1: 40,600 shares; 2025Q2: 40,600 shares; 2025Q3: 40,600 shares; 2025Q4: 40,600 shares 40,600 $694K 0.09% 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: 9,994 shares; 2024Q4: 9,994 shares; 2025Q1: 9,994 shares; 2025Q2: 9,594 shares; 2025Q3: 9,594 shares; 2025Q4: 8,694 shares 8,694 $688K 0.09% -900 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: 7,137 shares; 2024Q4: 7,139 shares; 2025Q1: 7,140 shares; 2025Q2: 7,142 shares; 2025Q3: 7,143 shares; 2025Q4: 7,145 shares 7,145 $687K 0.09% +2 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,300 shares; 2024Q4: 16,300 shares; 2025Q1: 16,300 shares; 2025Q2: 16,300 shares; 2025Q3: 16,550 shares; 2025Q4: 16,750 shares 16,750 $673K 0.09% +200 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 701 shares; 2024Q4: 801 shares; 2025Q1: 801 shares; 2025Q2: 801 shares; 2025Q3: 801 shares; 2025Q4: 801 shares 801 $658K 0.09% 0 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,439 shares; 2024Q4: 121,432 shares; 2025Q1: 159,762 shares; 2025Q2: 13,472 shares; 2025Q3: 13,472 shares; 2025Q4: 12,972 shares 12,972 $653K 0.09% -500 Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,550 shares; 2024Q4: 1,550 shares; 2025Q1: 1,650 shares; 2025Q2: 1,750 shares; 2025Q3: 1,200 shares; 2025Q4: 1,125 shares 1,125 $648K 0.09% -75 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: 2,190 shares; 2024Q4: 2,247 shares; 2025Q1: 2,248 shares; 2025Q2: 2,248 shares; 2025Q3: 2,149 shares; 2025Q4: 2,174 shares 2,174 $638K 0.09% +25 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: 4,803 shares; 2024Q4: 4,953 shares; 2025Q1: 5,016 shares; 2025Q2: 3,794 shares; 2025Q3: 3,794 shares; 2025Q4: 3,973 shares 3,973 $635K 0.08% +179 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: 3,045 shares; 2024Q4: 3,045 shares; 2025Q1: 2,885 shares; 2025Q2: 2,885 shares; 2025Q3: 2,885 shares; 2025Q4: 2,885 shares 2,885 $634K 0.08% 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: 8,275 shares; 2024Q4: 8,275 shares; 2025Q1: 8,275 shares; 2025Q2: 8,275 shares; 2025Q3: 8,475 shares; 2025Q4: 8,475 shares 8,475 $625K 0.08% 0 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,737 shares; 2024Q4: 5,967 shares; 2025Q1: 8,467 shares; 2025Q2: 8,467 shares; 2025Q3: 8,467 shares; 2025Q4: 8,467 shares 8,467 $625K 0.08% 0 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,680 shares; 2024Q4: 1,680 shares; 2025Q1: 1,680 shares; 2025Q2: 1,665 shares; 2025Q3: 1,550 shares; 2025Q4: 1,550 shares 1,550 $602K 0.08% 0 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,850 shares; 2024Q4: 11,850 shares; 2025Q1: 11,050 shares; 2025Q2: 11,050 shares; 2025Q3: 9,800 shares; 2025Q4: 9,475 shares 9,475 $574K 0.08% -325 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: 29,353 shares; 2024Q4: 28,503 shares; 2025Q1: 28,433 shares; 2025Q2: 28,059 shares; 2025Q3: 24,079 shares; 2025Q4: 12,299 shares 12,299 $574K 0.08% -11,780 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: 13,355 shares; 2024Q4: 13,355 shares; 2025Q1: 11,820 shares; 2025Q2: 7,620 shares; 2025Q3: 7,020 shares; 2025Q4: 7,039 shares 7,039 $563K 0.08% +19 Timeline TBLD THORNBURG INCM BUILDER OPP T More: the full row for THORNBURG INCM BUILDER OPP T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,400 shares; 2024Q4: 20,500 shares; 2025Q1: 20,500 shares; 2025Q2: 20,500 shares; 2025Q3: 23,031 shares; 2025Q4: 27,831 shares 27,831 $559K 0.07% +4,800 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,227 shares; 2024Q4: 40,238 shares; 2025Q1: 59,840 shares; 2025Q2: 50,851 shares; 2025Q3: 51,759 shares; 2025Q4: 32,175 shares 32,175 $558K 0.07% -19,584 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,600 shares; 2024Q4: 1,600 shares; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,625 shares 1,625 $548K 0.07% +25 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,768 shares; 2025Q2: 10,768 shares; 2025Q3: 10,768 shares; 2025Q4: 10,768 shares 10,768 $545K 0.07% 0 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,150 shares; 2025Q2: 2,100 shares; 2025Q3: 2,100 shares; 2025Q4: 2,060 shares 2,060 $537K 0.07% -40 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares 5,000 $534K 0.07% 0 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: 3,008 shares; 2024Q4: 3,009 shares; 2025Q1: 3,010 shares; 2025Q2: 3,011 shares; 2025Q3: 3,012 shares; 2025Q4: 3,453 shares 3,453 $530K 0.07% +441 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,175 shares; 2024Q4: 3,022 shares; 2025Q1: 3,022 shares; 2025Q2: 3,022 shares; 2025Q3: 3,022 shares; 2025Q4: 3,022 shares 3,022 $524K 0.07% 0 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: 2,065 shares; 2024Q4: 2,102 shares; 2025Q1: 2,102 shares; 2025Q2: 2,102 shares; 2025Q3: 2,102 shares; 2025Q4: 2,112 shares 2,112 $521K 0.07% +10 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 507 shares; 2025Q1: 595 shares; 2025Q2: 603 shares; 2025Q3: 617 shares; 2025Q4: 907 shares 907 $517K 0.07% +290 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,005 shares; 2024Q4: 2,800 shares; 2025Q1: 2,800 shares; 2025Q2: 2,800 shares; 2025Q3: 3,200 shares; 2025Q4: 3,170 shares 3,170 $516K 0.07% -30 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,600 shares; 2024Q4: 1,986 shares; 2025Q1: 2,906 shares; 2025Q2: 2,936 shares; 2025Q3: 2,886 shares; 2025Q4: 2,886 shares 2,886 $509K 0.07% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,259 shares; 2024Q4: 6,673 shares; 2025Q1: 5,501 shares; 2025Q2: 5,501 shares; 2025Q3: 5,434 shares; 2025Q4: 5,265 shares 5,265 $506K 0.07% -169 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,392 shares; 2024Q4: 11,692 shares; 2025Q1: 8,692 shares; 2025Q2: 8,247 shares; 2025Q3: 8,247 shares; 2025Q4: 6,141 shares 6,141 $490K 0.07% -2,106 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: 7,015 shares; 2024Q4: 6,992 shares; 2025Q1: 6,845 shares; 2025Q2: 6,845 shares; 2025Q3: 6,345 shares; 2025Q4: 4,845 shares 4,845 $490K 0.07% -1,500 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,650 shares; 2025Q4: 4,150 shares 4,150 $476K 0.06% +500 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,377 shares; 2024Q4: 18,932 shares; 2025Q1: 18,812 shares; 2025Q2: 18,812 shares; 2025Q3: 18,812 shares; 2025Q4: 18,733 shares 18,733 $465K 0.06% -79 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: 1,875 shares; 2025Q3: 2,001 shares; 2025Q4: 1,611 shares 1,611 $460K 0.06% -390 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: 10,443 shares; 2024Q4: 10,929 shares; 2025Q1: 10,858 shares; 2025Q2: 10,839 shares; 2025Q3: 11,048 shares; 2025Q4: 11,057 shares 11,057 $449K 0.06% +9 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 379 shares; 2025Q1: not reported; 2025Q2: 394 shares; 2025Q3: 394 shares; 2025Q4: 710 shares 710 $446K 0.06% +316 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,606 shares 6,606 $431K 0.06% new Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,599 shares; 2024Q4: 5,299 shares; 2025Q1: 4,763 shares; 2025Q2: 3,425 shares; 2025Q3: 2,325 shares; 2025Q4: 2,325 shares 2,325 $422K 0.06% 0 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: 2,325 shares; 2024Q4: 2,325 shares; 2025Q1: 2,025 shares; 2025Q2: 2,025 shares; 2025Q3: 2,025 shares; 2025Q4: 2,025 shares 2,025 $420K 0.06% 0 Timeline TRIB TRINITY BIOTECH INVT LTD More: the full row for TRINITY BIOTECH INVT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 359,810 shares; 2024Q4: 378,590 shares; 2025Q1: 375,110 shares; 2025Q2: 437,910 shares; 2025Q3: 487,110 shares; 2025Q4: 526,610 shares 526,610 $417K 0.06% +39,500 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: 3,040 shares; 2024Q4: 2,941 shares; 2025Q1: 3,241 shares; 2025Q2: 3,191 shares; 2025Q3: 3,016 shares; 2025Q4: 1,790 shares 1,790 $414K 0.06% -1,226 Timeline XJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,200 shares 9,200 $411K 0.05% new Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 440 shares; 2024Q4: 440 shares; 2025Q1: 440 shares; 2025Q2: 435 shares; 2025Q3: 460 shares; 2025Q4: 467 shares 467 $410K 0.05% +7 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: 4,476 shares; 2024Q4: 4,351 shares; 2025Q1: 3,801 shares; 2025Q2: 2,701 shares; 2025Q3: 2,691 shares; 2025Q4: 2,781 shares 2,781 $393K 0.05% +90 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,372 shares; 2024Q4: 3,432 shares; 2025Q1: 2,832 shares; 2025Q2: 2,832 shares; 2025Q3: 1,182 shares; 2025Q4: 1,189 shares 1,189 $392K 0.05% +7 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: 1,174 shares; 2025Q1: not reported; 2025Q2: 1,224 shares; 2025Q3: 1,224 shares; 2025Q4: 1,287 shares 1,287 $391K 0.05% +63 Timeline MNKD MANNKIND CORP More: the full row for MANNKIND CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,700 shares; 2024Q4: 62,700 shares; 2025Q1: 63,700 shares; 2025Q2: 63,700 shares; 2025Q3: 63,700 shares; 2025Q4: 68,700 shares 68,700 $389K 0.05% +5,000 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 440 shares; 2025Q2: 432 shares; 2025Q3: 631 shares; 2025Q4: 631 shares 631 $388K 0.05% 0 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,321 shares; 2025Q1: 4,321 shares; 2025Q2: 4,321 shares; 2025Q3: 4,321 shares; 2025Q4: 4,321 shares 4,321 $386K 0.05% 0 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,711 shares; 2024Q4: 13,979 shares; 2025Q1: 13,979 shares; 2025Q2: 13,979 shares; 2025Q3: 13,979 shares; 2025Q4: 13,979 shares 13,979 $383K 0.05% 0 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,400 shares; 2024Q4: 5,400 shares; 2025Q1: 5,400 shares; 2025Q2: 5,400 shares; 2025Q3: 5,400 shares; 2025Q4: 5,400 shares 5,400 $375K 0.05% 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: 6,538 shares; 2024Q4: 6,538 shares; 2025Q1: 6,538 shares; 2025Q2: 6,589 shares; 2025Q3: 6,538 shares; 2025Q4: 6,695 shares 6,695 $370K 0.05% +157 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,900 shares; 2024Q4: 6,700 shares; 2025Q1: 6,700 shares; 2025Q2: 6,700 shares; 2025Q3: 6,700 shares; 2025Q4: 6,700 shares 6,700 $355K 0.05% 0 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: 1,233 shares; 2024Q4: 1,296 shares; 2025Q1: 1,296 shares; 2025Q2: 1,276 shares; 2025Q3: 1,383 shares; 2025Q4: 1,423 shares 1,423 $353K 0.05% +40 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 494 shares; 2025Q4: 512 shares 512 $348K 0.05% +18 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: 1,630 shares 1,630 $342K 0.05% new Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,772 shares 1,772 $340K 0.05% new 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: 2,017 shares; 2024Q4: 2,070 shares; 2025Q1: 1,798 shares; 2025Q2: 1,798 shares; 2025Q3: 1,798 shares; 2025Q4: 1,961 shares 1,961 $335K 0.04% +163 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 700 shares 700 $331K 0.04% new Timeline JUST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,565 shares; 2025Q2: 2,565 shares; 2025Q3: 2,565 shares; 2025Q4: 3,355 shares 3,355 $324K 0.04% +790 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: 3,612 shares; 2024Q4: 3,587 shares; 2025Q1: 3,257 shares; 2025Q2: 2,739 shares; 2025Q3: 2,739 shares; 2025Q4: 2,567 shares 2,567 $322K 0.04% -172 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,012 shares; 2024Q4: 2,150 shares; 2025Q1: 2,100 shares; 2025Q2: 2,040 shares; 2025Q3: 2,040 shares; 2025Q4: 2,040 shares 2,040 $309K 0.04% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,983 shares; 2024Q4: 3,221 shares; 2025Q1: 3,233 shares; 2025Q2: 3,247 shares; 2025Q3: 3,259 shares; 2025Q4: 3,294 shares 3,294 $307K 0.04% +35 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,558 shares; 2024Q4: 2,582 shares; 2025Q1: 2,582 shares; 2025Q2: 2,941 shares; 2025Q3: 2,941 shares; 2025Q4: 2,941 shares 2,941 $305K 0.04% 0 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,650 shares; 2024Q4: 1,600 shares; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares 1,600 $297K 0.04% 0 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,335 shares; 2024Q4: 2,318 shares; 2025Q1: 2,268 shares; 2025Q2: 2,268 shares; 2025Q3: 2,268 shares; 2025Q4: 2,268 shares 2,268 $296K 0.04% 0 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,291 shares; 2025Q3: 2,292 shares; 2025Q4: 2,292 shares 2,292 $293K 0.04% 0 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 766 shares; 2024Q4: 787 shares; 2025Q1: 787 shares; 2025Q2: 787 shares; 2025Q3: 787 shares; 2025Q4: 862 shares 862 $289K 0.04% +75 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,073 shares; 2024Q4: 1,041 shares; 2025Q1: 1,041 shares; 2025Q2: 1,027 shares; 2025Q3: 1,027 shares; 2025Q4: 1,027 shares 1,027 $283K 0.04% 0 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: 1,516 shares; 2024Q4: 1,470 shares; 2025Q1: 1,219 shares; 2025Q2: 1,047 shares; 2025Q3: 1,215 shares; 2025Q4: 1,237 shares 1,237 $281K 0.04% +22 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: 910 shares; 2024Q4: 910 shares; 2025Q1: 910 shares; 2025Q2: 860 shares; 2025Q3: 860 shares; 2025Q4: 860 shares 860 $279K 0.04% 0 Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,750 shares; 2024Q4: 7,750 shares; 2025Q1: 7,750 shares; 2025Q2: 7,750 shares; 2025Q3: 7,750 shares; 2025Q4: 7,750 shares 7,750 $279K 0.04% 0 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,063 shares; 2024Q4: 2,227 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,097 shares 3,097 $273K 0.04% new Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,724 shares; 2025Q1: 3,724 shares; 2025Q2: 3,944 shares; 2025Q3: 4,544 shares; 2025Q4: 4,544 shares 4,544 $273K 0.04% 0 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: 891 shares; 2024Q4: 937 shares; 2025Q1: 1,567 shares; 2025Q2: 1,956 shares; 2025Q3: 1,751 shares; 2025Q4: 776 shares 776 $268K 0.04% -975 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,895 shares; 2025Q4: 2,920 shares 2,920 $267K 0.04% +25 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,094 shares; 2024Q4: 1,134 shares; 2025Q1: 1,036 shares; 2025Q2: 1,018 shares; 2025Q3: 978 shares; 2025Q4: 978 shares 978 $266K 0.04% 0 Timeline ELAN ELANCO ANIMAL HEALTH INC More: the full row for ELANCO ANIMAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,600 shares; 2024Q4: 13,100 shares; 2025Q1: 11,600 shares; 2025Q2: 11,600 shares; 2025Q3: 11,600 shares; 2025Q4: 11,600 shares 11,600 $262K 0.04% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,380 shares; 2025Q4: 1,197 shares 1,197 $257K 0.03% -183 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,163 shares; 2024Q4: 3,163 shares; 2025Q1: 3,163 shares; 2025Q2: 3,163 shares; 2025Q3: 3,163 shares; 2025Q4: 3,163 shares 3,163 $257K 0.03% 0 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: 7,806 shares; 2024Q4: 7,753 shares; 2025Q1: 7,753 shares; 2025Q2: 6,753 shares; 2025Q3: 7,806 shares; 2025Q4: 7,806 shares 7,806 $251K 0.03% 0 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,600 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,450 shares; 2025Q4: 1,450 shares 1,450 $246K 0.03% 0 Timeline CLIP GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,443 shares 2,443 $244K 0.03% new Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,730 shares; 2025Q3: 9,130 shares; 2025Q4: 9,130 shares 9,130 $243K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 560 shares; 2025Q3: 528 shares; 2025Q4: 508 shares 508 $238K 0.03% -20 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35 shares; 2025Q3: not reported; 2025Q4: 44 shares 44 $236K 0.03% new Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,363 shares; 2024Q4: 2,363 shares; 2025Q1: 2,364 shares; 2025Q2: 2,365 shares; 2025Q3: 2,365 shares; 2025Q4: 2,266 shares 2,266 $236K 0.03% -99 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,460 shares 3,460 $232K 0.03% new Timeline SPTM 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: 3,045 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,750 shares 2,750 $226K 0.03% new Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,432 shares; 2024Q4: 1,491 shares; 2025Q1: 1,493 shares; 2025Q2: 1,496 shares; 2025Q3: 1,301 shares; 2025Q4: 687 shares 687 $220K 0.03% -614 Timeline SPSB 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: 8,900 shares; 2024Q4: 9,085 shares; 2025Q1: 8,082 shares; 2025Q2: 8,053 shares; 2025Q3: 8,073 shares; 2025Q4: 6,823 shares 6,823 $206K 0.03% -1,250 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: 9,759 shares; 2024Q4: 10,448 shares; 2025Q1: 8,761 shares; 2025Q2: 8,496 shares; 2025Q3: 8,371 shares; 2025Q4: 6,868 shares 6,868 $205K 0.03% -1,503 Timeline FMNB FARMERS NATIONAL BANC CORP More: the full row for FARMERS NATIONAL BANC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,301 shares; 2024Q4: 12,908 shares; 2025Q1: 12,908 shares; 2025Q2: 14,155 shares; 2025Q3: 14,155 shares; 2025Q4: 14,155 shares 14,155 $190K 0.03% 0 Timeline ZVRA ZEVRA THERAPEUTICS INC More: the full row for ZEVRA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,260 shares; 2024Q4: 13,260 shares; 2025Q1: 13,260 shares; 2025Q2: 13,260 shares; 2025Q3: 13,260 shares; 2025Q4: 13,260 shares 13,260 $119K 0.02% 0 Timeline