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: 199,290 shares; 2024Q4: 195,344 shares; 2025Q1: 184,466 shares; 2025Q2: 143,323 shares; 2025Q3: 141,858 shares; 2025Q4: 145,582 shares 145,582 $99.7M 6.64% +3,724 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 735,607 shares; 2024Q4: 704,995 shares; 2025Q1: 760,117 shares; 2025Q2: 835,554 shares; 2025Q3: 1,012,986 shares; 2025Q4: 1,046,787 shares 1,046,787 $63.7M 4.24% +33,801 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,117 shares; 2024Q4: 85,677 shares; 2025Q1: 154,708 shares; 2025Q2: 192,531 shares; 2025Q3: 203,599 shares; 2025Q4: 285,616 shares 285,616 $60.6M 4.04% +82,017 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 409,934 shares; 2024Q4: 387,945 shares; 2025Q1: 423,915 shares; 2025Q2: 423,504 shares; 2025Q3: 416,245 shares; 2025Q4: 432,426 shares 432,426 $53.3M 3.55% +16,181 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: 117,084 shares; 2024Q4: 120,519 shares; 2025Q1: 263,554 shares; 2025Q2: 457,052 shares; 2025Q3: 602,953 shares; 2025Q4: 740,585 shares 740,585 $49.8M 3.32% +137,632 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: 197,055 shares; 2024Q4: 187,044 shares; 2025Q1: 180,828 shares; 2025Q2: 184,152 shares; 2025Q3: 182,022 shares; 2025Q4: 176,551 shares 176,551 $47.4M 3.16% -5,471 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: 79,991 shares; 2024Q4: 82,345 shares; 2025Q1: 82,641 shares; 2025Q2: 94,709 shares; 2025Q3: 92,107 shares; 2025Q4: 91,304 shares 91,304 $44.5M 2.96% -803 Timeline EFV 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: 563,458 shares; 2024Q4: 593,034 shares; 2025Q1: 509,534 shares; 2025Q2: 732,521 shares; 2025Q3: 654,123 shares; 2025Q4: 620,156 shares 620,156 $44.3M 2.95% -33,967 Timeline IUSB 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: 1,285,923 shares; 2024Q4: 1,098,952 shares; 2025Q1: 1,170,788 shares; 2025Q2: 1,148,897 shares; 2025Q3: 959,066 shares; 2025Q4: 921,668 shares 921,668 $42.9M 2.86% -37,398 Timeline OEF 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: 12,273 shares; 2024Q4: 11,919 shares; 2025Q1: 49,211 shares; 2025Q2: 67,601 shares; 2025Q3: 112,635 shares; 2025Q4: 116,248 shares 116,248 $39.9M 2.66% +3,613 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: 123,487 shares; 2024Q4: 125,737 shares; 2025Q1: 114,094 shares; 2025Q2: 121,796 shares; 2025Q3: 119,444 shares; 2025Q4: 127,299 shares 127,299 $34.6M 2.3% +7,855 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: 128,254 shares; 2024Q4: 124,033 shares; 2025Q1: 130,689 shares; 2025Q2: 145,798 shares; 2025Q3: 170,090 shares; 2025Q4: 178,619 shares 178,619 $33.5M 2.23% +8,529 Timeline QUAL 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: 190,026 shares; 2024Q4: 188,495 shares; 2025Q1: 237,406 shares; 2025Q2: 262,416 shares; 2025Q3: 227,262 shares; 2025Q4: 142,742 shares 142,742 $28.4M 1.89% -84,520 Timeline TLH 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: 42,613 shares; 2024Q4: 40,758 shares; 2025Q1: 128,061 shares; 2025Q2: 171,207 shares; 2025Q3: 246,350 shares; 2025Q4: 251,916 shares 251,916 $25.6M 1.71% +5,566 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: 124,084 shares; 2024Q4: 110,997 shares; 2025Q1: 111,677 shares; 2025Q2: 114,163 shares; 2025Q3: 106,069 shares; 2025Q4: 107,741 shares 107,741 $25M 1.67% +1,672 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 251,848 shares; 2024Q4: 237,907 shares; 2025Q1: 235,280 shares; 2025Q2: 273,566 shares; 2025Q3: 223,120 shares; 2025Q4: 218,218 shares 218,218 $23.4M 1.56% -4,902 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 95,066 shares; 2025Q2: 517,346 shares; 2025Q3: 562,501 shares; 2025Q4: 588,559 shares 588,559 $22.7M 1.51% +26,058 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 198,976 shares; 2025Q3: 575,373 shares; 2025Q4: 616,023 shares 616,023 $20.5M 1.37% +40,650 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: 154,050 shares; 2024Q4: 149,115 shares; 2025Q1: 152,061 shares; 2025Q2: 160,782 shares; 2025Q3: 156,784 shares; 2025Q4: 165,311 shares 165,311 $19.9M 1.32% +8,527 Timeline MTUM 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: 1,279 shares; 2024Q4: 45,192 shares; 2025Q1: 49,139 shares; 2025Q2: 49,710 shares; 2025Q3: 49,726 shares; 2025Q4: 76,724 shares 76,724 $19.2M 1.28% +26,998 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: 114,846 shares; 2024Q4: 116,395 shares; 2025Q1: 113,602 shares; 2025Q2: 119,432 shares; 2025Q3: 122,312 shares; 2025Q4: 120,635 shares 120,635 $18.4M 1.23% -1,677 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: 42,184 shares; 2024Q4: 41,205 shares; 2025Q1: 42,712 shares; 2025Q2: 52,377 shares; 2025Q3: 54,173 shares; 2025Q4: 56,417 shares 56,417 $17.6M 1.17% +2,244 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: 26,111 shares; 2024Q4: 26,351 shares; 2025Q1: 26,656 shares; 2025Q2: 26,938 shares; 2025Q3: 26,150 shares; 2025Q4: 25,538 shares 25,538 $17.4M 1.16% -612 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: 63,758 shares; 2024Q4: 64,801 shares; 2025Q1: 54,860 shares; 2025Q2: 58,853 shares; 2025Q3: 50,389 shares; 2025Q4: 52,327 shares 52,327 $16.1M 1.07% +1,938 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: 49,451 shares; 2024Q4: 45,771 shares; 2025Q1: 36,983 shares; 2025Q2: 35,350 shares; 2025Q3: 45,017 shares; 2025Q4: 44,104 shares 44,104 $15.3M 1.02% -913 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: 9,601 shares; 2024Q4: 12,037 shares; 2025Q1: 14,202 shares; 2025Q2: 14,133 shares; 2025Q3: 14,563 shares; 2025Q4: 14,360 shares 14,360 $15.3M 1.02% -203 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: 579,799 shares; 2024Q4: 503,348 shares; 2025Q1: 463,671 shares; 2025Q2: 544,263 shares; 2025Q3: 533,904 shares; 2025Q4: 457,137 shares 457,137 $14.6M 0.98% -76,767 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: not reported; 2024Q4: 66,233 shares; 2025Q1: 155,825 shares; 2025Q2: 115,473 shares; 2025Q3: 184,238 shares; 2025Q4: 176,175 shares 176,175 $14.3M 0.95% -8,063 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: 32,571 shares; 2024Q4: 32,247 shares; 2025Q1: 34,283 shares; 2025Q2: 42,299 shares; 2025Q3: 40,374 shares; 2025Q4: 40,402 shares 40,402 $13M 0.86% +28 Timeline MBB 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: 136,210 shares; 2024Q4: 140,644 shares; 2025Q1: 111,171 shares; 2025Q2: 120,954 shares; 2025Q3: 127,684 shares; 2025Q4: 130,348 shares 130,348 $12.4M 0.83% +2,664 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 174,040 shares; 2024Q4: 182,817 shares; 2025Q1: 194,695 shares; 2025Q2: 208,523 shares; 2025Q3: 209,170 shares; 2025Q4: 233,129 shares 233,129 $12.3M 0.82% +23,959 Timeline ITA 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: 1,333 shares; 2024Q4: 1,320 shares; 2025Q1: 1,287 shares; 2025Q2: 1,288 shares; 2025Q3: 52,273 shares; 2025Q4: 54,574 shares 54,574 $11.7M 0.78% +2,301 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: 31,001 shares; 2024Q4: 31,023 shares; 2025Q1: 31,182 shares; 2025Q2: 34,755 shares; 2025Q3: 30,055 shares; 2025Q4: 30,095 shares 30,095 $10.5M 0.7% +40 Timeline EFG 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: 290,236 shares; 2024Q4: 333,090 shares; 2025Q1: 203,561 shares; 2025Q2: 212,567 shares; 2025Q3: 107,137 shares; 2025Q4: 88,997 shares 88,997 $10.1M 0.68% -18,140 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 169,830 shares; 2025Q3: 185,093 shares; 2025Q4: 193,641 shares 193,641 $9.68M 0.65% +8,548 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: 38,764 shares; 2024Q4: 39,345 shares; 2025Q1: 39,452 shares; 2025Q2: 42,690 shares; 2025Q3: 41,848 shares; 2025Q4: 42,507 shares 42,507 $9.68M 0.64% +659 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: 11,877 shares; 2024Q4: 11,801 shares; 2025Q1: 12,820 shares; 2025Q2: 12,743 shares; 2025Q3: 12,902 shares; 2025Q4: 19,088 shares 19,088 $9.03M 0.6% +6,186 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,165 shares; 2024Q4: 46,607 shares; 2025Q1: 54,838 shares; 2025Q2: 55,516 shares; 2025Q3: 46,706 shares; 2025Q4: 45,654 shares 45,654 $8.9M 0.59% -1,052 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: 15,764 shares; 2024Q4: 15,081 shares; 2025Q1: 16,214 shares; 2025Q2: 19,764 shares; 2025Q3: 18,328 shares; 2025Q4: 17,504 shares 17,504 $8.79M 0.59% -824 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: 6,316 shares; 2024Q4: 7,035 shares; 2025Q1: 7,935 shares; 2025Q2: 10,061 shares; 2025Q3: 11,676 shares; 2025Q4: 12,971 shares 12,971 $8.56M 0.57% +1,295 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: 150,661 shares; 2024Q4: 150,658 shares; 2025Q1: 148,426 shares; 2025Q2: 148,160 shares; 2025Q3: 146,306 shares; 2025Q4: 146,319 shares 146,319 $8.04M 0.54% +13 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: 9,648 shares; 2024Q4: 22,733 shares; 2025Q1: 33,954 shares; 2025Q2: 37,701 shares; 2025Q3: 37,751 shares; 2025Q4: 37,213 shares 37,213 $7.69M 0.51% -538 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 132,246 shares; 2025Q2: 122,796 shares; 2025Q3: 162,107 shares; 2025Q4: 154,678 shares 154,678 $7.53M 0.5% -7,429 Timeline WTTR SELECT WATER SOLUTIONS INC More: the full row for SELECT WATER SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 629,569 shares; 2024Q4: 629,569 shares; 2025Q1: 629,569 shares; 2025Q2: 629,569 shares; 2025Q3: 629,569 shares; 2025Q4: 629,569 shares 629,569 $6.62M 0.44% 0 Timeline IYW 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: 101,196 shares; 2024Q4: 96,742 shares; 2025Q1: 108,643 shares; 2025Q2: 105,584 shares; 2025Q3: 32,168 shares; 2025Q4: 32,587 shares 32,587 $6.51M 0.43% +419 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: 12,837 shares; 2024Q4: 12,810 shares; 2025Q1: 12,845 shares; 2025Q2: 13,540 shares; 2025Q3: 11,271 shares; 2025Q4: 11,156 shares 11,156 $6.34M 0.42% -115 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: 112,672 shares; 2024Q4: 116,325 shares; 2025Q1: 117,311 shares; 2025Q2: 117,399 shares; 2025Q3: 116,387 shares; 2025Q4: 102,520 shares 102,520 $6.16M 0.41% -13,867 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: 3,275 shares; 2024Q4: 6,263 shares; 2025Q1: 5,656 shares; 2025Q2: 9,650 shares; 2025Q3: 11,912 shares; 2025Q4: 19,695 shares 19,695 $5.98M 0.4% +7,783 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,234 shares; 2024Q4: 66,435 shares; 2025Q1: 68,078 shares; 2025Q2: 83,439 shares; 2025Q3: 83,034 shares; 2025Q4: 80,853 shares 80,853 $5.94M 0.4% -2,181 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: 18,333 shares; 2024Q4: 16,349 shares; 2025Q1: 14,952 shares; 2025Q2: 16,626 shares; 2025Q3: 15,601 shares; 2025Q4: 16,956 shares 16,956 $5.62M 0.37% +1,355 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: 15,592 shares; 2024Q4: 15,803 shares; 2025Q1: 15,727 shares; 2025Q2: 16,552 shares; 2025Q3: 16,146 shares; 2025Q4: 16,024 shares 16,024 $5.59M 0.37% -122 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: 15,367 shares; 2024Q4: 15,427 shares; 2025Q1: 15,531 shares; 2025Q2: 18,168 shares; 2025Q3: 17,929 shares; 2025Q4: 18,063 shares 18,063 $5.51M 0.37% +134 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: 292,779 shares; 2024Q4: 275,734 shares; 2025Q1: 268,664 shares; 2025Q2: 251,680 shares; 2025Q3: 220,188 shares; 2025Q4: 198,441 shares 198,441 $5.46M 0.36% -21,747 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: 52,584 shares; 2024Q4: 52,339 shares; 2025Q1: 51,966 shares; 2025Q2: 52,127 shares; 2025Q3: 39,146 shares; 2025Q4: 33,695 shares 33,695 $5.42M 0.36% -5,451 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: 13,487 shares; 2024Q4: 14,011 shares; 2025Q1: 11,946 shares; 2025Q2: 14,482 shares; 2025Q3: 14,243 shares; 2025Q4: 16,733 shares 16,733 $5.38M 0.36% +2,490 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: 5,531 shares; 2024Q4: 5,820 shares; 2025Q1: 8,217 shares; 2025Q2: 7,142 shares; 2025Q3: 10,931 shares; 2025Q4: 11,775 shares 11,775 $5.3M 0.35% +844 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: 49,812 shares; 2024Q4: 49,846 shares; 2025Q1: 50,094 shares; 2025Q2: 54,740 shares; 2025Q3: 65,382 shares; 2025Q4: 66,955 shares 66,955 $5.16M 0.34% +1,573 Timeline TPYP TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS 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: 143,847 shares; 2025Q3: 142,481 shares; 2025Q4: 142,481 shares 142,481 $5.03M 0.34% 0 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,613 shares; 2024Q4: 30,447 shares; 2025Q1: 32,475 shares; 2025Q2: 36,714 shares; 2025Q3: 36,187 shares; 2025Q4: 34,666 shares 34,666 $4.97M 0.33% -1,521 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: 6,938 shares; 2024Q4: 5,668 shares; 2025Q1: 3,906 shares; 2025Q2: 5,742 shares; 2025Q3: 4,457 shares; 2025Q4: 26,824 shares 26,824 $4.25M 0.28% +22,367 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,800 shares; 2024Q4: 80,000 shares; 2025Q1: 180,000 shares; 2025Q2: 174,607 shares; 2025Q3: 174,607 shares; 2025Q4: 177,206 shares 177,206 $4.23M 0.28% +2,599 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: 11,976 shares; 2024Q4: 13,081 shares; 2025Q1: 13,361 shares; 2025Q2: 13,243 shares; 2025Q3: 13,020 shares; 2025Q4: 13,950 shares 13,950 $4.05M 0.27% +930 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: 49,085 shares; 2024Q4: 48,834 shares; 2025Q1: 48,609 shares; 2025Q2: 53,616 shares; 2025Q3: 40,782 shares; 2025Q4: 32,142 shares 32,142 $4.02M 0.27% -8,640 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: 14,291 shares; 2024Q4: 14,267 shares; 2025Q1: 17,032 shares; 2025Q2: 17,052 shares; 2025Q3: 17,431 shares; 2025Q4: 18,952 shares 18,952 $3.99M 0.27% +1,521 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: 11,329 shares; 2024Q4: 13,832 shares; 2025Q1: 11,442 shares; 2025Q2: 10,587 shares; 2025Q3: 10,401 shares; 2025Q4: 10,962 shares 10,962 $3.68M 0.24% +561 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: 1,805 shares; 2024Q4: 1,810 shares; 2025Q1: 1,797 shares; 2025Q2: 2,620 shares; 2025Q3: 3,056 shares; 2025Q4: 6,459 shares 6,459 $3.63M 0.24% +3,403 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,102 shares; 2024Q4: 12,959 shares; 2025Q1: 12,925 shares; 2025Q2: 12,478 shares; 2025Q3: 15,852 shares; 2025Q4: 19,649 shares 19,649 $3.63M 0.24% +3,797 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: 18,946 shares; 2024Q4: 19,002 shares; 2025Q1: 18,487 shares; 2025Q2: 21,583 shares; 2025Q3: 24,739 shares; 2025Q4: 30,758 shares 30,758 $3.5M 0.23% +6,019 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: 42,194 shares; 2024Q4: 42,361 shares; 2025Q1: 42,902 shares; 2025Q2: 42,605 shares; 2025Q3: 40,479 shares; 2025Q4: 42,026 shares 42,026 $3.38M 0.22% +1,547 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: 13,142 shares; 2024Q4: 12,266 shares; 2025Q1: 11,150 shares; 2025Q2: 18,366 shares; 2025Q3: 20,704 shares; 2025Q4: 21,259 shares 21,259 $3.34M 0.22% +555 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: 1,608 shares; 2024Q4: 1,976 shares; 2025Q1: 1,312 shares; 2025Q2: 2,733 shares; 2025Q3: 2,784 shares; 2025Q4: 2,929 shares 2,929 $3.12M 0.21% +145 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: 28,322 shares; 2024Q4: 28,867 shares; 2025Q1: 27,429 shares; 2025Q2: 22,336 shares; 2025Q3: 20,951 shares; 2025Q4: 21,539 shares 21,539 $3.1M 0.21% +588 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: 7,331 shares; 2024Q4: 7,139 shares; 2025Q1: 4,935 shares; 2025Q2: 5,067 shares; 2025Q3: 4,561 shares; 2025Q4: 31,458 shares 31,458 $3.09M 0.21% +26,897 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: 9,828 shares; 2024Q4: 9,876 shares; 2025Q1: 10,005 shares; 2025Q2: 11,945 shares; 2025Q3: 11,829 shares; 2025Q4: 11,820 shares 11,820 $3.04M 0.2% -9 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: 10,546 shares; 2024Q4: 10,546 shares; 2025Q1: 10,362 shares; 2025Q2: 8,481 shares; 2025Q3: 7,628 shares; 2025Q4: 8,214 shares 8,214 $3.02M 0.2% +586 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: 21,091 shares; 2024Q4: 8,038 shares; 2025Q1: 26,014 shares; 2025Q2: 44,199 shares; 2025Q3: 38,350 shares; 2025Q4: 35,850 shares 35,850 $3.01M 0.2% -2,500 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,412 shares; 2024Q4: 22,509 shares; 2025Q1: 22,500 shares; 2025Q2: 28,758 shares; 2025Q3: 28,711 shares; 2025Q4: 28,701 shares 28,701 $3.01M 0.2% -10 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,217 shares; 2024Q4: 23,574 shares; 2025Q1: 22,454 shares; 2025Q2: 23,205 shares; 2025Q3: 20,328 shares; 2025Q4: 17,549 shares 17,549 $3M 0.2% -2,779 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: 18,054 shares; 2024Q4: 20,302 shares; 2025Q1: 19,179 shares; 2025Q2: 24,860 shares; 2025Q3: 23,456 shares; 2025Q4: 26,770 shares 26,770 $2.98M 0.2% +3,314 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: 1,722 shares; 2024Q4: 1,777 shares; 2025Q1: 1,797 shares; 2025Q2: 2,603 shares; 2025Q3: 2,461 shares; 2025Q4: 2,736 shares 2,736 $2.94M 0.2% +275 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: 59,132 shares; 2024Q4: 57,978 shares; 2025Q1: 65,352 shares; 2025Q2: 68,612 shares; 2025Q3: 69,592 shares; 2025Q4: 54,269 shares 54,269 $2.92M 0.19% -15,323 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: 20,062 shares; 2024Q4: 20,299 shares; 2025Q1: 21,110 shares; 2025Q2: 22,948 shares; 2025Q3: 18,952 shares; 2025Q4: 16,593 shares 16,593 $2.84M 0.19% -2,359 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 173,904 shares; 2024Q4: 185,614 shares; 2025Q1: 199,838 shares; 2025Q2: 193,501 shares; 2025Q3: 184,880 shares; 2025Q4: 172,106 shares 172,106 $2.84M 0.19% -12,774 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,868 shares; 2024Q4: 159,945 shares; 2025Q1: 161,628 shares; 2025Q2: 156,663 shares; 2025Q3: 156,168 shares; 2025Q4: 154,838 shares 154,838 $2.82M 0.19% -1,330 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: 2,599 shares; 2024Q4: 2,526 shares; 2025Q1: 1,947 shares; 2025Q2: 2,702 shares; 2025Q3: 4,895 shares; 2025Q4: 4,192 shares 4,192 $2.78M 0.19% -703 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,160 shares; 2024Q4: 6,260 shares; 2025Q1: 6,303 shares; 2025Q2: 6,294 shares; 2025Q3: 5,116 shares; 2025Q4: 4,831 shares 4,831 $2.77M 0.18% -285 Timeline USMV 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: 7,995 shares; 2024Q4: 7,589 shares; 2025Q1: 20,574 shares; 2025Q2: 24,021 shares; 2025Q3: 28,698 shares; 2025Q4: 29,239 shares 29,239 $2.75M 0.18% +541 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: 3,407 shares; 2024Q4: 3,771 shares; 2025Q1: 4,389 shares; 2025Q2: 5,467 shares; 2025Q3: 9,241 shares; 2025Q4: 12,630 shares 12,630 $2.73M 0.18% +3,389 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: 523 shares; 2024Q4: 534 shares; 2025Q1: 575 shares; 2025Q2: 4,953 shares; 2025Q3: 4,080 shares; 2025Q4: 3,919 shares 3,919 $2.65M 0.18% -161 Timeline IXN 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: 25,046 shares; 2024Q4: 27,580 shares; 2025Q1: 34,570 shares; 2025Q2: 25,550 shares; 2025Q3: 25,302 shares; 2025Q4: 25,059 shares 25,059 $2.63M 0.18% -243 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: 6,185 shares; 2024Q4: 7,884 shares; 2025Q1: 7,924 shares; 2025Q2: 9,325 shares; 2025Q3: 9,402 shares; 2025Q4: 9,573 shares 9,573 $2.61M 0.17% +171 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: 16,411 shares; 2024Q4: 16,460 shares; 2025Q1: 13,463 shares; 2025Q2: 11,982 shares; 2025Q3: 11,913 shares; 2025Q4: 12,319 shares 12,319 $2.55M 0.17% +406 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: 2,349 shares; 2024Q4: 2,376 shares; 2025Q1: 2,261 shares; 2025Q2: 10,433 shares; 2025Q3: 11,264 shares; 2025Q4: 11,217 shares 11,217 $2.55M 0.17% -47 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 233,120 shares; 2024Q4: 238,437 shares; 2025Q1: 241,442 shares; 2025Q2: 244,174 shares; 2025Q3: 153,891 shares; 2025Q4: 168,231 shares 168,231 $2.49M 0.17% +14,340 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: 3,484 shares; 2024Q4: 2,241 shares; 2025Q1: 2,270 shares; 2025Q2: 4,590 shares; 2025Q3: 4,559 shares; 2025Q4: 4,881 shares 4,881 $2.49M 0.17% +322 Timeline ESGU 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: 62,178 shares; 2024Q4: 57,646 shares; 2025Q1: 18,033 shares; 2025Q2: 17,110 shares; 2025Q3: 16,552 shares; 2025Q4: 16,570 shares 16,570 $2.47M 0.16% +18 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: 2,113 shares; 2024Q4: 2,914 shares; 2025Q1: 2,970 shares; 2025Q2: 3,305 shares; 2025Q3: 3,302 shares; 2025Q4: 2,822 shares 2,822 $2.43M 0.16% -480 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: 3,276 shares; 2024Q4: 3,292 shares; 2025Q1: 3,344 shares; 2025Q2: 3,393 shares; 2025Q3: 5,825 shares; 2025Q4: 7,163 shares 7,163 $2.41M 0.16% +1,338 Timeline EMB 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: 15,323 shares; 2024Q4: 15,015 shares; 2025Q1: 21,959 shares; 2025Q2: 24,552 shares; 2025Q3: 23,919 shares; 2025Q4: 23,875 shares 23,875 $2.3M 0.15% -44 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 3 shares 3 $2.26M 0.15% 0 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,276 shares; 2024Q4: 29,608 shares; 2025Q1: 29,707 shares; 2025Q2: 24,840 shares; 2025Q3: 24,559 shares; 2025Q4: 24,642 shares 24,642 $2.18M 0.14% +83 Timeline FET FORUM ENERGY TECHNOLOGIES IN More: the full row for FORUM ENERGY TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,758 shares; 2024Q4: 91,758 shares; 2025Q1: 91,758 shares; 2025Q2: 91,758 shares; 2025Q3: 91,758 shares; 2025Q4: 58,374 shares 58,374 $2.16M 0.14% -33,384 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: 10,313 shares; 2024Q4: 10,287 shares; 2025Q1: 10,112 shares; 2025Q2: 12,601 shares; 2025Q3: 6,928 shares; 2025Q4: 6,007 shares 6,007 $2.1M 0.14% -921 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: 20,608 shares; 2024Q4: 25,842 shares; 2025Q1: 31,647 shares; 2025Q2: 36,202 shares; 2025Q3: 24,403 shares; 2025Q4: 16,602 shares 16,602 $2.09M 0.14% -7,801 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,596 shares; 2024Q4: 73,619 shares; 2025Q1: 75,450 shares; 2025Q2: 76,774 shares; 2025Q3: 72,799 shares; 2025Q4: 78,822 shares 78,822 $2.08M 0.14% +6,023 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: 4,416 shares; 2024Q4: 4,744 shares; 2025Q1: 4,404 shares; 2025Q2: 4,395 shares; 2025Q3: 4,283 shares; 2025Q4: 4,275 shares 4,275 $2.07M 0.14% -8 Timeline ITOT 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: 13,880 shares; 2024Q4: 13,880 shares; 2025Q1: 13,880 shares; 2025Q2: 13,880 shares; 2025Q3: 13,880 shares; 2025Q4: 13,887 shares 13,887 $2.06M 0.14% +7 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: 3,790 shares; 2024Q4: 3,797 shares; 2025Q1: 3,821 shares; 2025Q2: 3,752 shares; 2025Q3: 3,510 shares; 2025Q4: 4,680 shares 4,680 $1.99M 0.13% +1,170 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,695 shares; 2024Q4: 108,783 shares; 2025Q1: 110,626 shares; 2025Q2: 110,961 shares; 2025Q3: 110,064 shares; 2025Q4: 110,111 shares 110,111 $1.98M 0.13% +47 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE 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: 9,033 shares; 2025Q2: 11,516 shares; 2025Q3: 11,367 shares; 2025Q4: 14,252 shares 14,252 $1.96M 0.13% +2,885 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,248 shares; 2024Q4: 4,248 shares; 2025Q1: 4,012 shares; 2025Q2: 4,012 shares; 2025Q3: 4,012 shares; 2025Q4: 4,011 shares 4,011 $1.96M 0.13% -1 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: 10,504 shares; 2024Q4: 10,522 shares; 2025Q1: 10,627 shares; 2025Q2: 10,577 shares; 2025Q3: 10,493 shares; 2025Q4: 10,512 shares 10,512 $1.91M 0.13% +19 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,056 shares; 2024Q4: 48,984 shares; 2025Q1: 48,581 shares; 2025Q2: 48,520 shares; 2025Q3: 54,294 shares; 2025Q4: 54,557 shares 54,557 $1.91M 0.13% +263 Timeline IGM 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: 14,688 shares; 2024Q4: 14,688 shares; 2025Q1: 14,688 shares; 2025Q2: 14,688 shares; 2025Q3: 14,688 shares; 2025Q4: 14,688 shares 14,688 $1.9M 0.13% 0 Timeline FAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,702 shares; 2024Q4: 48,825 shares; 2025Q1: 49,550 shares; 2025Q2: 41,487 shares; 2025Q3: 35,965 shares; 2025Q4: 34,825 shares 34,825 $1.84M 0.12% -1,140 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,326 shares; 2024Q4: 6,336 shares; 2025Q1: 8,880 shares; 2025Q2: 8,564 shares; 2025Q3: 8,427 shares; 2025Q4: 7,981 shares 7,981 $1.82M 0.12% -446 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: 15,123 shares; 2024Q4: 15,075 shares; 2025Q1: 15,372 shares; 2025Q2: 11,799 shares; 2025Q3: 8,851 shares; 2025Q4: 10,428 shares 10,428 $1.79M 0.12% +1,577 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,312 shares; 2024Q4: 25,167 shares; 2025Q1: 25,361 shares; 2025Q2: 25,142 shares; 2025Q3: 13,871 shares; 2025Q4: 13,027 shares 13,027 $1.77M 0.12% -844 Timeline HDV 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: 3,193 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,481 shares 14,481 $1.76M 0.12% new 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: 16,887 shares; 2024Q4: 16,781 shares; 2025Q1: 16,870 shares; 2025Q2: 27,166 shares; 2025Q3: 25,041 shares; 2025Q4: 25,162 shares 25,162 $1.75M 0.12% +121 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: 3,703 shares; 2025Q4: 3,686 shares 3,686 $1.73M 0.12% -17 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,569 shares; 2024Q4: 10,487 shares; 2025Q1: 9,455 shares; 2025Q2: 10,820 shares; 2025Q3: 11,087 shares; 2025Q4: 11,049 shares 11,049 $1.72M 0.11% -38 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: 19,844 shares; 2024Q4: 20,158 shares; 2025Q1: 19,737 shares; 2025Q2: 20,018 shares; 2025Q3: 19,549 shares; 2025Q4: 19,244 shares 19,244 $1.72M 0.11% -305 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,457 shares; 2024Q4: 3,223 shares; 2025Q1: 3,489 shares; 2025Q2: 7,572 shares; 2025Q3: 6,925 shares; 2025Q4: 7,711 shares 7,711 $1.72M 0.11% +786 Timeline SCM STELLUS CAP INVT CORP More: the full row for STELLUS CAP INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,465 shares; 2024Q4: 131,477 shares; 2025Q1: 135,089 shares; 2025Q2: 135,214 shares; 2025Q3: 135,328 shares; 2025Q4: 135,467 shares 135,467 $1.72M 0.11% +139 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: 2,403 shares; 2024Q4: 2,252 shares; 2025Q1: 2,497 shares; 2025Q2: 2,585 shares; 2025Q3: 3,567 shares; 2025Q4: 3,743 shares 3,743 $1.7M 0.11% +176 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: 7,779 shares; 2024Q4: 7,670 shares; 2025Q1: 10,637 shares; 2025Q2: 11,724 shares; 2025Q3: 23,747 shares; 2025Q4: 20,094 shares 20,094 $1.68M 0.11% -3,653 Timeline VICI VICI PPTYS INC More: the full row for VICI 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: 41,687 shares; 2025Q2: 41,486 shares; 2025Q3: 73,416 shares; 2025Q4: 59,496 shares 59,496 $1.67M 0.11% -13,920 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: 8,574 shares; 2025Q3: 8,445 shares; 2025Q4: 6,823 shares 6,823 $1.65M 0.11% -1,622 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: 48,074 shares; 2024Q4: 48,094 shares; 2025Q1: 45,537 shares; 2025Q2: 36,664 shares; 2025Q3: 14,245 shares; 2025Q4: 15,456 shares 15,456 $1.57M 0.1% +1,211 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,480 shares; 2024Q4: 40,113 shares; 2025Q1: 40,295 shares; 2025Q2: 40,533 shares; 2025Q3: 40,666 shares; 2025Q4: 40,843 shares 40,843 $1.55M 0.1% +177 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 423 shares; 2024Q4: 423 shares; 2025Q1: 8,260 shares; 2025Q2: 8,211 shares; 2025Q3: 6,765 shares; 2025Q4: 4,376 shares 4,376 $1.54M 0.1% -2,389 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: 33,508 shares; 2024Q4: 34,004 shares; 2025Q1: 34,040 shares; 2025Q2: 34,556 shares; 2025Q3: 27,652 shares; 2025Q4: 17,487 shares 17,487 $1.53M 0.1% -10,165 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 826 shares; 2024Q4: 806 shares; 2025Q1: 641 shares; 2025Q2: 1,350 shares; 2025Q3: 1,306 shares; 2025Q4: 1,671 shares 1,671 $1.51M 0.1% +365 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: 9,140 shares; 2024Q4: 9,109 shares; 2025Q1: 9,109 shares; 2025Q2: 9,481 shares; 2025Q3: 2,317 shares; 2025Q4: 2,623 shares 2,623 $1.51M 0.1% +306 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: 385 shares; 2024Q4: 385 shares; 2025Q1: 425 shares; 2025Q2: 11,580 shares; 2025Q3: 13,275 shares; 2025Q4: 16,329 shares 16,329 $1.49M 0.1% +3,054 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS 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: 4,021 shares; 2025Q3: 9,589 shares; 2025Q4: 8,003 shares 8,003 $1.45M 0.1% -1,586 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: 11,699 shares; 2024Q4: 11,754 shares; 2025Q1: 13,350 shares; 2025Q2: 13,162 shares; 2025Q3: 13,021 shares; 2025Q4: 12,886 shares 12,886 $1.45M 0.1% -135 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,838 shares; 2024Q4: 10,829 shares; 2025Q1: 10,964 shares; 2025Q2: 10,910 shares; 2025Q3: 10,626 shares; 2025Q4: 13,432 shares 13,432 $1.42M 0.09% +2,806 Timeline GOVT 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: 65,823 shares; 2024Q4: 69,262 shares; 2025Q1: 70,805 shares; 2025Q2: 75,018 shares; 2025Q3: 58,301 shares; 2025Q4: 61,272 shares 61,272 $1.41M 0.09% +2,971 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: 12,637 shares; 2024Q4: 12,695 shares; 2025Q1: 13,951 shares; 2025Q2: 13,896 shares; 2025Q3: 13,708 shares; 2025Q4: 7,594 shares 7,594 $1.41M 0.09% -6,114 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: 892 shares; 2024Q4: 936 shares; 2025Q1: 1,149 shares; 2025Q2: 2,441 shares; 2025Q3: 1,878 shares; 2025Q4: 2,246 shares 2,246 $1.39M 0.09% +368 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: 271 shares; 2024Q4: 276 shares; 2025Q1: 868 shares; 2025Q2: 1,501 shares; 2025Q3: 1,816 shares; 2025Q4: 2,984 shares 2,984 $1.39M 0.09% +1,168 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: 2,769 shares; 2024Q4: 3,035 shares; 2025Q1: 3,202 shares; 2025Q2: 3,457 shares; 2025Q3: 4,463 shares; 2025Q4: 5,215 shares 5,215 $1.38M 0.09% +752 Timeline EMXC 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: 300,889 shares; 2024Q4: 320,749 shares; 2025Q1: 237,978 shares; 2025Q2: 70,582 shares; 2025Q3: 19,555 shares; 2025Q4: 18,998 shares 18,998 $1.38M 0.09% -557 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,917 shares; 2024Q4: 2,947 shares; 2025Q1: 2,847 shares; 2025Q2: 3,155 shares; 2025Q3: 4,407 shares; 2025Q4: 4,639 shares 4,639 $1.37M 0.09% +232 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: 23,742 shares; 2024Q4: 20,082 shares; 2025Q1: 20,052 shares; 2025Q2: 17,416 shares; 2025Q3: 19,859 shares; 2025Q4: 19,574 shares 19,574 $1.36M 0.09% -285 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: 8,425 shares; 2024Q4: 8,199 shares; 2025Q1: 7,370 shares; 2025Q2: 7,279 shares; 2025Q3: 7,152 shares; 2025Q4: 7,625 shares 7,625 $1.35M 0.09% +473 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,274 shares; 2025Q3: 1,691 shares; 2025Q4: 1,660 shares 1,660 $1.34M 0.09% -31 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: 5,384 shares; 2024Q4: 5,390 shares; 2025Q1: 5,451 shares; 2025Q2: 5,417 shares; 2025Q3: 5,288 shares; 2025Q4: 5,284 shares 5,284 $1.3M 0.09% -4 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,534 shares; 2024Q4: 18,534 shares; 2025Q1: 18,534 shares; 2025Q2: 18,534 shares; 2025Q3: 18,534 shares; 2025Q4: 14,729 shares 14,729 $1.28M 0.09% -3,805 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA 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: 14,094 shares 14,094 $1.27M 0.08% new Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,831 shares; 2025Q2: 3,791 shares; 2025Q3: 3,873 shares; 2025Q4: 4,101 shares 4,101 $1.26M 0.08% +228 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,955 shares; 2024Q4: 2,070 shares; 2025Q1: 1,830 shares; 2025Q2: 1,945 shares; 2025Q3: 1,696 shares; 2025Q4: 2,159 shares 2,159 $1.24M 0.08% +463 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: 38,680 shares; 2024Q4: 38,518 shares; 2025Q1: 22,066 shares; 2025Q2: 35,546 shares; 2025Q3: 38,353 shares; 2025Q4: 24,527 shares 24,527 $1.24M 0.08% -13,826 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,774 shares; 2025Q4: 8,512 shares 8,512 $1.23M 0.08% +2,738 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: 1,193 shares; 2024Q4: 1,193 shares; 2025Q1: 1,475 shares; 2025Q2: 1,965 shares; 2025Q3: 18,080 shares; 2025Q4: 12,915 shares 12,915 $1.23M 0.08% -5,165 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: 34,596 shares; 2024Q4: 34,845 shares; 2025Q1: 42,072 shares; 2025Q2: 36,372 shares; 2025Q3: 21,667 shares; 2025Q4: 21,255 shares 21,255 $1.23M 0.08% -412 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,394 shares; 2024Q4: 6,299 shares; 2025Q1: 7,050 shares; 2025Q2: 8,302 shares; 2025Q3: 14,304 shares; 2025Q4: 15,424 shares 15,424 $1.18M 0.08% +1,120 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,918 shares; 2024Q4: 24,359 shares; 2025Q1: 22,419 shares; 2025Q2: 28,851 shares; 2025Q3: 23,823 shares; 2025Q4: 17,499 shares 17,499 $1.18M 0.08% -6,324 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: 9,390 shares; 2024Q4: 9,604 shares; 2025Q1: 9,340 shares; 2025Q2: 9,557 shares; 2025Q3: 7,837 shares; 2025Q4: 5,797 shares 5,797 $1.14M 0.08% -2,040 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: 273 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,705 shares; 2025Q3: 1,706 shares; 2025Q4: 1,818 shares 1,818 $1.14M 0.08% +112 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: 19,684 shares; 2024Q4: 21,241 shares; 2025Q1: 19,826 shares; 2025Q2: 12,459 shares; 2025Q3: 8,816 shares; 2025Q4: 8,788 shares 8,788 $1.14M 0.08% -28 Timeline IGEB 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: 33,186 shares; 2024Q4: 3,435 shares; 2025Q1: 3,785 shares; 2025Q2: 5,710 shares; 2025Q3: 25,559 shares; 2025Q4: 24,050 shares 24,050 $1.1M 0.07% -1,509 Timeline XLI 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: 6,434 shares; 2024Q4: 6,363 shares; 2025Q1: 7,545 shares; 2025Q2: 7,361 shares; 2025Q3: 7,384 shares; 2025Q4: 7,069 shares 7,069 $1.1M 0.07% -315 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: 3,799 shares; 2024Q4: 3,734 shares; 2025Q1: 3,984 shares; 2025Q2: 3,985 shares; 2025Q3: 3,993 shares; 2025Q4: 7,487 shares 7,487 $1.08M 0.07% +3,494 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: 18,191 shares; 2024Q4: 15,356 shares; 2025Q1: 16,007 shares; 2025Q2: 34,982 shares; 2025Q3: 36,966 shares; 2025Q4: 42,937 shares 42,937 $1.07M 0.07% +5,971 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: 4,567 shares; 2024Q4: 4,570 shares; 2025Q1: 4,591 shares; 2025Q2: 4,417 shares; 2025Q3: 4,406 shares; 2025Q4: 4,406 shares 4,406 $1.06M 0.07% 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: 11,998 shares; 2024Q4: 12,532 shares; 2025Q1: 12,217 shares; 2025Q2: 11,606 shares; 2025Q3: 11,665 shares; 2025Q4: 11,402 shares 11,402 $1.06M 0.07% -263 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: 49,736 shares; 2024Q4: 60,228 shares; 2025Q1: 36,543 shares; 2025Q2: 34,983 shares; 2025Q3: 28,605 shares; 2025Q4: 28,365 shares 28,365 $1.05M 0.07% -240 Timeline STEL STELLAR BANCORP INC More: the full row for STELLAR BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,215 shares; 2024Q4: 13,215 shares; 2025Q1: 33,755 shares; 2025Q2: 33,755 shares; 2025Q3: 33,755 shares; 2025Q4: 33,755 shares 33,755 $1.04M 0.07% 0 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: 61,330 shares; 2024Q4: 66,189 shares; 2025Q1: 34,067 shares; 2025Q2: 41,371 shares; 2025Q3: 48,603 shares; 2025Q4: 41,399 shares 41,399 $1.03M 0.07% -7,204 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: 414 shares; 2024Q4: 405 shares; 2025Q1: 585 shares; 2025Q2: 755 shares; 2025Q3: 1,142 shares; 2025Q4: 1,324 shares 1,324 $1.02M 0.07% +182 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: not reported; 2025Q1: 11,624 shares; 2025Q2: 14,146 shares; 2025Q3: 16,237 shares; 2025Q4: 20,359 shares 20,359 $1.01M 0.07% +4,122 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: 1,424 shares; 2024Q4: 1,560 shares; 2025Q1: 1,800 shares; 2025Q2: 1,851 shares; 2025Q3: 1,907 shares; 2025Q4: 1,971 shares 1,971 $1.01M 0.07% +64 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: 13,683 shares; 2024Q4: 13,336 shares; 2025Q1: 8,167 shares; 2025Q2: 7,719 shares; 2025Q3: 8,241 shares; 2025Q4: 10,062 shares 10,062 $998K 0.07% +1,821 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: 13,486 shares; 2024Q4: 13,661 shares; 2025Q1: 13,661 shares; 2025Q2: 17,753 shares; 2025Q3: 19,112 shares; 2025Q4: 19,347 shares 19,347 $973K 0.06% +235 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,851 shares; 2024Q4: 12,117 shares; 2025Q1: 14,070 shares; 2025Q2: 14,440 shares; 2025Q3: 13,637 shares; 2025Q4: 20,945 shares 20,945 $961K 0.06% +7,308 Timeline BSM BLACK STONE MINERALS L P More: the full row for BLACK STONE MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,540 shares; 2024Q4: 81,783 shares; 2025Q1: 82,036 shares; 2025Q2: 84,263 shares; 2025Q3: 69,521 shares; 2025Q4: 69,803 shares 69,803 $928K 0.06% +282 Timeline XLF 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: 7,848 shares; 2024Q4: 7,368 shares; 2025Q1: 10,966 shares; 2025Q2: 17,038 shares; 2025Q3: 17,030 shares; 2025Q4: 16,826 shares 16,826 $922K 0.06% -204 Timeline DOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,219 shares; 2024Q4: 21,140 shares; 2025Q1: 20,685 shares; 2025Q2: 20,685 shares; 2025Q3: 20,685 shares; 2025Q4: 20,645 shares 20,645 $914K 0.06% -40 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,287 shares; 2024Q4: 10,432 shares; 2025Q1: 10,464 shares; 2025Q2: 10,540 shares; 2025Q3: 10,555 shares; 2025Q4: 11,950 shares 11,950 $902K 0.06% +1,395 Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,880 shares; 2024Q4: 133,925 shares; 2025Q1: 133,887 shares; 2025Q2: 136,579 shares; 2025Q3: 138,420 shares; 2025Q4: 64,175 shares 64,175 $894K 0.06% -74,245 Timeline FMC FMC CORP More: the full row for FMC 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: 30,000 shares; 2025Q2: 14,586 shares; 2025Q3: 20,065 shares; 2025Q4: 63,647 shares 63,647 $883K 0.06% +43,582 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,142 shares; 2024Q4: not reported; 2025Q1: 12,971 shares; 2025Q2: 11,792 shares; 2025Q3: 13,630 shares; 2025Q4: 20,191 shares 20,191 $874K 0.06% +6,561 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,620 shares; 2024Q4: 19,620 shares; 2025Q1: 19,620 shares; 2025Q2: 19,620 shares; 2025Q3: 19,620 shares; 2025Q4: 19,620 shares 19,620 $870K 0.06% 0 Timeline GJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,495 shares; 2024Q4: 31,495 shares; 2025Q1: 31,088 shares; 2025Q2: 22,202 shares; 2025Q3: 21,953 shares; 2025Q4: 21,952 shares 21,952 $869K 0.06% -1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 703 shares; 2025Q3: not reported; 2025Q4: 4,656 shares 4,656 $857K 0.06% new 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: 937 shares; 2024Q4: 2,074 shares; 2025Q1: 2,858 shares; 2025Q2: 3,018 shares; 2025Q3: 2,875 shares; 2025Q4: 4,249 shares 4,249 $856K 0.06% +1,374 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,999 shares; 2024Q4: 15,699 shares; 2025Q1: 57,279 shares; 2025Q2: 58,454 shares; 2025Q3: 59,587 shares; 2025Q4: 67,861 shares 67,861 $844K 0.06% +8,274 Timeline QLTA 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: 17,306 shares; 2024Q4: 20,606 shares; 2025Q1: 30,330 shares; 2025Q2: 30,160 shares; 2025Q3: 30,172 shares; 2025Q4: 17,302 shares 17,302 $832K 0.06% -12,870 Timeline SYSB 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: 9,230 shares 9,230 $829K 0.06% new 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: 8,444 shares; 2024Q4: 9,404 shares; 2025Q1: 10,348 shares; 2025Q2: 11,136 shares; 2025Q3: 9,149 shares; 2025Q4: 9,694 shares 9,694 $821K 0.05% +545 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,390 shares; 2024Q4: 10,237 shares; 2025Q1: 9,460 shares; 2025Q2: 9,293 shares; 2025Q3: 7,348 shares; 2025Q4: 5,140 shares 5,140 $819K 0.05% -2,208 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 630 shares; 2025Q1: 1,176 shares; 2025Q2: 1,100 shares; 2025Q3: 814 shares; 2025Q4: 1,278 shares 1,278 $788K 0.05% +464 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,193 shares; 2025Q1: 4,565 shares; 2025Q2: 4,509 shares; 2025Q3: 4,473 shares; 2025Q4: 5,985 shares 5,985 $784K 0.05% +1,512 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: 4,027 shares; 2025Q3: 4,094 shares; 2025Q4: 4,084 shares 4,084 $782K 0.05% -10 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,355 shares; 2024Q4: 1,152 shares; 2025Q1: 1,162 shares; 2025Q2: 3,739 shares; 2025Q3: 3,739 shares; 2025Q4: 2,690 shares 2,690 $779K 0.05% -1,049 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: 2,399 shares; 2024Q4: 2,399 shares; 2025Q1: 3,400 shares; 2025Q2: 3,441 shares; 2025Q3: 2,538 shares; 2025Q4: 2,595 shares 2,595 $777K 0.05% +57 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,884 shares; 2024Q4: 1,884 shares; 2025Q1: 1,878 shares; 2025Q2: 3,477 shares; 2025Q3: 3,477 shares; 2025Q4: 3,480 shares 3,480 $772K 0.05% +3 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,785 shares; 2024Q4: 1,477 shares; 2025Q1: 1,496 shares; 2025Q2: 5,360 shares; 2025Q3: 4,557 shares; 2025Q4: 2,321 shares 2,321 $768K 0.05% -2,236 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,426 shares; 2024Q4: 16,426 shares; 2025Q1: 16,426 shares; 2025Q2: 16,426 shares; 2025Q3: 16,426 shares; 2025Q4: 16,426 shares 16,426 $757K 0.05% 0 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 582 shares; 2024Q4: 714 shares; 2025Q1: 714 shares; 2025Q2: 779 shares; 2025Q3: 779 shares; 2025Q4: 1,904 shares 1,904 $755K 0.05% +1,125 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,660 shares; 2024Q4: 7,628 shares; 2025Q1: 7,978 shares; 2025Q2: 7,950 shares; 2025Q3: 8,016 shares; 2025Q4: 8,093 shares 8,093 $754K 0.05% +77 Timeline BBJP 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: 11,922 shares; 2024Q4: 11,079 shares; 2025Q1: 11,079 shares; 2025Q2: 11,309 shares; 2025Q3: 11,380 shares; 2025Q4: 11,396 shares 11,396 $751K 0.05% +16 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: 4,556 shares; 2024Q4: 5,080 shares; 2025Q1: 4,005 shares; 2025Q2: 3,880 shares; 2025Q3: 3,885 shares; 2025Q4: 3,895 shares 3,895 $744K 0.05% +10 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 48,032 shares; 2025Q1: 42,672 shares; 2025Q2: 42,672 shares; 2025Q3: 42,672 shares; 2025Q4: 18,672 shares 18,672 $739K 0.05% -24,000 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: 4,092 shares; 2024Q4: 4,979 shares; 2025Q1: 5,085 shares; 2025Q2: 5,211 shares; 2025Q3: 5,301 shares; 2025Q4: 5,464 shares 5,464 $735K 0.05% +163 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: 3,592 shares; 2025Q1: 4,754 shares; 2025Q2: 3,983 shares; 2025Q3: 4,173 shares; 2025Q4: 4,127 shares 4,127 $734K 0.05% -46 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,030 shares; 2024Q4: 1,359 shares; 2025Q1: 1,727 shares; 2025Q2: 1,813 shares; 2025Q3: 1,712 shares; 2025Q4: 1,733 shares 1,733 $731K 0.05% +21 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,452 shares; 2024Q4: 17,182 shares; 2025Q1: 16,452 shares; 2025Q2: 16,452 shares; 2025Q3: 15,118 shares; 2025Q4: 15,118 shares 15,118 $727K 0.05% 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: 4,093 shares; 2024Q4: 3,439 shares; 2025Q1: 3,462 shares; 2025Q2: 3,654 shares; 2025Q3: 3,654 shares; 2025Q4: 3,383 shares 3,383 $725K 0.05% -271 Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,054 shares; 2025Q1: 14,704 shares; 2025Q2: 14,604 shares; 2025Q3: 12,204 shares; 2025Q4: 12,204 shares 12,204 $721K 0.05% 0 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,171 shares; 2024Q4: 9,472 shares; 2025Q1: 9,441 shares; 2025Q2: 18,296 shares; 2025Q3: 18,018 shares; 2025Q4: 17,897 shares 17,897 $718K 0.05% -121 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: 2,410 shares; 2024Q4: 2,247 shares; 2025Q1: 2,195 shares; 2025Q2: 2,211 shares; 2025Q3: 2,212 shares; 2025Q4: 2,188 shares 2,188 $716K 0.05% -24 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,892 shares; 2024Q4: 1,892 shares; 2025Q1: 2,297 shares; 2025Q2: 2,283 shares; 2025Q3: 1,486 shares; 2025Q4: 1,666 shares 1,666 $715K 0.05% +180 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: 3,487 shares; 2024Q4: 3,650 shares; 2025Q1: 3,710 shares; 2025Q2: 3,828 shares; 2025Q3: 4,652 shares; 2025Q4: 4,652 shares 4,652 $715K 0.05% 0 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,100 shares; 2024Q4: 35,000 shares; 2025Q1: 38,200 shares; 2025Q2: 46,448 shares; 2025Q3: 47,487 shares; 2025Q4: 39,488 shares 39,488 $711K 0.05% -7,999 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,120 shares; 2025Q1: 3,580 shares; 2025Q2: 6,345 shares; 2025Q3: 6,345 shares; 2025Q4: 6,381 shares 6,381 $704K 0.05% +36 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,479 shares; 2024Q4: 12,971 shares; 2025Q1: 12,180 shares; 2025Q2: 12,459 shares; 2025Q3: 12,363 shares; 2025Q4: 12,441 shares 12,441 $684K 0.05% +78 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: 16,320 shares; 2025Q4: 12,650 shares 12,650 $684K 0.05% -3,670 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,650 shares; 2024Q4: 13,084 shares; 2025Q1: 13,402 shares; 2025Q2: 14,003 shares; 2025Q3: 14,162 shares; 2025Q4: 14,192 shares 14,192 $679K 0.05% +30 Timeline IEF 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: 5,561 shares; 2024Q4: 7,579 shares; 2025Q1: 7,628 shares; 2025Q2: 7,765 shares; 2025Q3: 14,342 shares; 2025Q4: 6,978 shares 6,978 $671K 0.04% -7,364 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: 12,896 shares; 2024Q4: 10,695 shares; 2025Q1: 10,695 shares; 2025Q2: 10,695 shares; 2025Q3: 10,695 shares; 2025Q4: 11,086 shares 11,086 $664K 0.04% +391 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,739 shares; 2024Q4: 14,416 shares; 2025Q1: 14,294 shares; 2025Q2: 14,295 shares; 2025Q3: 14,514 shares; 2025Q4: 13,492 shares 13,492 $664K 0.04% -1,022 Timeline BLD TOPBUILD COR More: the full row for TOPBUILD COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 920 shares; 2024Q4: 799 shares; 2025Q1: 1,085 shares; 2025Q2: 2,420 shares; 2025Q3: 1,725 shares; 2025Q4: 1,550 shares 1,550 $647K 0.04% -175 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,037 shares; 2024Q4: 3,025 shares; 2025Q1: 3,189 shares; 2025Q2: 3,465 shares; 2025Q3: 4,446 shares; 2025Q4: 4,668 shares 4,668 $644K 0.04% +222 Timeline HEFA 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: 35,369 shares; 2024Q4: 35,860 shares; 2025Q1: 175,546 shares; 2025Q2: 64,990 shares; 2025Q3: 16,274 shares; 2025Q4: 15,558 shares 15,558 $644K 0.04% -716 Timeline GSBD GOLDMAN SACHS BDC INC More: the full row for GOLDMAN SACHS BDC 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: 49,765 shares; 2025Q2: 56,054 shares; 2025Q3: 68,219 shares; 2025Q4: 69,248 shares 69,248 $643K 0.04% +1,029 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: 3,022 shares; 2024Q4: 3,022 shares; 2025Q1: 3,022 shares; 2025Q2: 3,022 shares; 2025Q3: 3,358 shares; 2025Q4: 2,897 shares 2,897 $637K 0.04% -461 Timeline EMO CLEARBRIDGE ENERGY MIDSTREAM More: the full row for CLEARBRIDGE ENERGY MIDSTREAM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,484 shares; 2024Q4: 11,484 shares; 2025Q1: 13,655 shares; 2025Q2: 14,130 shares; 2025Q3: 14,155 shares; 2025Q4: 14,191 shares 14,191 $634K 0.04% +36 Timeline IGRO 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: 8,055 shares; 2024Q4: 7,652 shares; 2025Q1: 7,652 shares; 2025Q2: 9,917 shares; 2025Q3: 7,652 shares; 2025Q4: 7,651 shares 7,651 $633K 0.04% -1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,822 shares 3,822 $623K 0.04% new Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,506 shares; 2024Q4: 15,771 shares; 2025Q1: 15,836 shares; 2025Q2: 15,885 shares; 2025Q3: 16,044 shares; 2025Q4: 16,052 shares 16,052 $621K 0.04% +8 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,008 shares; 2025Q2: 3,129 shares; 2025Q3: 2,965 shares; 2025Q4: 3,192 shares 3,192 $621K 0.04% +227 Timeline VNT VONTIER CORPORATION More: the full row for VONTIER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,750 shares; 2024Q4: 12,596 shares; 2025Q1: 16,152 shares; 2025Q2: 16,794 shares; 2025Q3: 17,116 shares; 2025Q4: 16,412 shares 16,412 $610K 0.04% -704 Timeline XYL XYLEM INC More: the full row for XYLEM 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: 1,905 shares; 2025Q2: 6,125 shares; 2025Q3: 6,125 shares; 2025Q4: 4,380 shares 4,380 $596K 0.04% -1,745 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,477 shares; 2024Q4: 12,085 shares; 2025Q1: 5,221 shares; 2025Q2: 8,584 shares; 2025Q3: 8,678 shares; 2025Q4: 11,315 shares 11,315 $585K 0.04% +2,637 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: 9,038 shares; 2024Q4: 13,459 shares; 2025Q1: 10,764 shares; 2025Q2: 10,830 shares; 2025Q3: 10,870 shares; 2025Q4: 9,367 shares 9,367 $585K 0.04% -1,503 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,210 shares; 2024Q4: 4,193 shares; 2025Q1: 4,193 shares; 2025Q2: 4,194 shares; 2025Q3: 4,195 shares; 2025Q4: 4,195 shares 4,195 $575K 0.04% 0 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,514 shares; 2024Q4: 4,357 shares; 2025Q1: 4,688 shares; 2025Q2: 5,732 shares; 2025Q3: 5,715 shares; 2025Q4: 5,726 shares 5,726 $572K 0.04% +11 Timeline IWN 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: 1,717 shares; 2024Q4: 1,711 shares; 2025Q1: 1,712 shares; 2025Q2: 3,203 shares; 2025Q3: 3,144 shares; 2025Q4: 3,144 shares 3,144 $570K 0.04% 0 Timeline BBCA 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: 5,709 shares; 2024Q4: 5,709 shares; 2025Q1: 5,709 shares; 2025Q2: 5,872 shares; 2025Q3: 5,911 shares; 2025Q4: 6,118 shares 6,118 $569K 0.04% +207 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,100 shares; 2024Q4: 9,100 shares; 2025Q1: 9,100 shares; 2025Q2: 9,100 shares; 2025Q3: 9,100 shares; 2025Q4: 9,100 shares 9,100 $550K 0.04% 0 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,500 shares; 2024Q4: 3,500 shares; 2025Q1: 3,500 shares; 2025Q2: 3,500 shares; 2025Q3: 3,500 shares; 2025Q4: 1,709 shares 1,709 $544K 0.04% -1,791 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: 1,587 shares; 2024Q4: 1,587 shares; 2025Q1: 1,587 shares; 2025Q2: 2,809 shares; 2025Q3: 2,921 shares; 2025Q4: 5,623 shares 5,623 $540K 0.04% +2,702 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: 7,950 shares; 2024Q4: 7,638 shares; 2025Q1: 7,180 shares; 2025Q2: 7,077 shares; 2025Q3: 10,178 shares; 2025Q4: 8,260 shares 8,260 $528K 0.04% -1,918 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 995 shares; 2024Q4: 995 shares; 2025Q1: 986 shares; 2025Q2: 1,523 shares; 2025Q3: 1,651 shares; 2025Q4: 1,817 shares 1,817 $522K 0.03% +166 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,467 shares; 2024Q4: 1,447 shares; 2025Q1: 1,604 shares; 2025Q2: 1,873 shares; 2025Q3: 3,185 shares; 2025Q4: 3,421 shares 3,421 $510K 0.03% +236 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: 482 shares; 2024Q4: 439 shares; 2025Q1: 476 shares; 2025Q2: 591 shares; 2025Q3: 526 shares; 2025Q4: 618 shares 618 $509K 0.03% +92 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,276 shares; 2024Q4: 1,394 shares; 2025Q1: 1,928 shares; 2025Q2: 1,930 shares; 2025Q3: 1,908 shares; 2025Q4: 2,586 shares 2,586 $503K 0.03% +678 Timeline IBOC INTERNATIONAL BANCSHARES COR More: the full row for INTERNATIONAL BANCSHARES COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,488 shares; 2025Q3: 7,488 shares; 2025Q4: 7,488 shares 7,488 $498K 0.03% 0 Timeline HYGW 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: 16,617 shares; 2025Q1: 17,051 shares; 2025Q2: 17,228 shares; 2025Q3: 17,879 shares; 2025Q4: 16,444 shares 16,444 $491K 0.03% -1,435 Timeline IETC ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,706 shares; 2025Q1: 4,710 shares; 2025Q2: 4,715 shares; 2025Q3: 4,719 shares; 2025Q4: 4,725 shares 4,725 $480K 0.03% +6 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: 13,166 shares; 2024Q4: 9,586 shares; 2025Q1: 9,589 shares; 2025Q2: 9,597 shares; 2025Q3: 9,611 shares; 2025Q4: 8,891 shares 8,891 $478K 0.03% -720 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: 7,305 shares 7,305 $478K 0.03% new Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,271 shares; 2024Q4: 1,277 shares; 2025Q1: 891 shares; 2025Q2: 881 shares; 2025Q3: 832 shares; 2025Q4: 830 shares 830 $473K 0.03% -2 Timeline GRMN GARMIN LTD More: the full row for GARMIN 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: not reported; 2025Q4: 2,296 shares 2,296 $466K 0.03% new Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,050 shares; 2024Q4: 3,336 shares; 2025Q1: 2,763 shares; 2025Q2: 2,783 shares; 2025Q3: 2,999 shares; 2025Q4: 2,867 shares 2,867 $465K 0.03% -132 Timeline BBEU 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: 6,857 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,308 shares 6,308 $462K 0.03% new 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: 3,612 shares; 2024Q4: 4,199 shares; 2025Q1: 2,094 shares; 2025Q2: 2,040 shares; 2025Q3: 2,032 shares; 2025Q4: 2,005 shares 2,005 $450K 0.03% -27 Timeline IWS 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: 3,208 shares; 2024Q4: 3,198 shares; 2025Q1: 3,161 shares; 2025Q2: 3,162 shares; 2025Q3: 3,164 shares; 2025Q4: 3,166 shares 3,166 $447K 0.03% +2 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,438 shares; 2024Q4: 4,438 shares; 2025Q1: 4,438 shares; 2025Q2: 4,438 shares; 2025Q3: 4,438 shares; 2025Q4: 4,438 shares 4,438 $434K 0.03% 0 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: 498 shares; 2024Q4: 512 shares; 2025Q1: 608 shares; 2025Q2: 630 shares; 2025Q3: 551 shares; 2025Q4: 528 shares 528 $434K 0.03% -23 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,079 shares; 2024Q4: 1,045 shares; 2025Q1: 1,045 shares; 2025Q2: 1,045 shares; 2025Q3: 1,045 shares; 2025Q4: 1,045 shares 1,045 $431K 0.03% 0 Timeline SHY 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: 1,540 shares; 2024Q4: 4,243 shares; 2025Q1: 4,243 shares; 2025Q2: 4,642 shares; 2025Q3: 4,646 shares; 2025Q4: 5,207 shares 5,207 $431K 0.03% +561 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: 1,628 shares; 2024Q4: 1,824 shares; 2025Q1: 1,908 shares; 2025Q2: 1,721 shares; 2025Q3: 1,589 shares; 2025Q4: 1,675 shares 1,675 $431K 0.03% +86 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: 1,115 shares; 2024Q4: 1,092 shares; 2025Q1: 2,156 shares; 2025Q2: 3,831 shares; 2025Q3: 3,314 shares; 2025Q4: 2,875 shares 2,875 $430K 0.03% -439 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,600 shares; 2024Q4: 3,600 shares; 2025Q1: 3,600 shares; 2025Q2: 3,600 shares; 2025Q3: 3,600 shares; 2025Q4: 3,600 shares 3,600 $427K 0.03% 0 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,899 shares; 2024Q4: 10,818 shares; 2025Q1: 10,349 shares; 2025Q2: 10,606 shares; 2025Q3: 10,603 shares; 2025Q4: 10,778 shares 10,778 $426K 0.03% +175 Timeline IFRA 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: 75,981 shares; 2024Q4: 72,852 shares; 2025Q1: 8,921 shares; 2025Q2: 8,070 shares; 2025Q3: 7,999 shares; 2025Q4: 8,005 shares 8,005 $421K 0.03% +6 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,211 shares; 2024Q4: 2,222 shares; 2025Q1: 2,394 shares; 2025Q2: 2,799 shares; 2025Q3: 4,775 shares; 2025Q4: 5,133 shares 5,133 $421K 0.03% +358 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: 1,008 shares; 2024Q4: 1,024 shares; 2025Q1: 899 shares; 2025Q2: 1,268 shares; 2025Q3: 1,278 shares; 2025Q4: 1,278 shares 1,278 $417K 0.03% 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: 1,795 shares; 2024Q4: 1,795 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 726 shares; 2025Q4: 1,456 shares 1,456 $416K 0.03% +730 Timeline BBAX 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: 7,288 shares; 2024Q4: 7,170 shares; 2025Q1: 7,170 shares; 2025Q2: 7,319 shares; 2025Q3: 7,360 shares; 2025Q4: 7,361 shares 7,361 $414K 0.03% +1 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: 7,939 shares; 2024Q4: 6,975 shares; 2025Q1: 3,013 shares; 2025Q2: 5,507 shares; 2025Q3: 5,507 shares; 2025Q4: 5,520 shares 5,520 $402K 0.03% +13 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,281 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,867 shares; 2025Q3: 3,867 shares; 2025Q4: 3,867 shares 3,867 $395K 0.03% 0 Timeline MTN VAIL RESORTS INC More: the full row for VAIL RESORTS 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: 2,973 shares; 2025Q4: 2,956 shares 2,956 $393K 0.03% -17 Timeline XJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,646 shares; 2024Q4: 13,639 shares; 2025Q1: 13,543 shares; 2025Q2: 9,243 shares; 2025Q3: 8,961 shares; 2025Q4: 8,961 shares 8,961 $385K 0.03% 0 Timeline EIPI FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,516 shares; 2024Q4: 19,086 shares; 2025Q1: 19,441 shares; 2025Q2: 19,815 shares; 2025Q3: 19,847 shares; 2025Q4: 19,363 shares 19,363 $385K 0.03% -484 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: 83 shares; 2024Q4: 79 shares; 2025Q1: 86 shares; 2025Q2: 79 shares; 2025Q3: 54 shares; 2025Q4: 74 shares 74 $384K 0.03% +20 Timeline BTT BLACKROCK MUN TARGET TERM TR More: the full row for BLACKROCK MUN TARGET TERM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,825 shares; 2024Q4: 16,825 shares; 2025Q1: 16,825 shares; 2025Q2: 16,825 shares; 2025Q3: 16,825 shares; 2025Q4: 16,825 shares 16,825 $384K 0.03% 0 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,317 shares; 2024Q4: 7,347 shares; 2025Q1: 7,283 shares; 2025Q2: 7,283 shares; 2025Q3: 7,283 shares; 2025Q4: 7,077 shares 7,077 $378K 0.03% -206 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,705 shares; 2024Q4: 18,583 shares; 2025Q1: 15,254 shares; 2025Q2: 14,773 shares; 2025Q3: 14,746 shares; 2025Q4: 14,499 shares 14,499 $376K 0.03% -247 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,074 shares; 2024Q4: 1,927 shares; 2025Q1: 1,597 shares; 2025Q2: 1,445 shares; 2025Q3: 1,565 shares; 2025Q4: 1,527 shares 1,527 $374K 0.02% -38 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: 3,165 shares; 2024Q4: 2,312 shares; 2025Q1: 2,624 shares; 2025Q2: 2,776 shares; 2025Q3: 2,371 shares; 2025Q4: 2,098 shares 2,098 $368K 0.02% -273 Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,212 shares; 2024Q4: 4,768 shares; 2025Q1: 5,773 shares; 2025Q2: 4,792 shares; 2025Q3: 4,900 shares; 2025Q4: 4,618 shares 4,618 $367K 0.02% -282 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 509 shares; 2024Q4: 610 shares; 2025Q1: 535 shares; 2025Q2: 565 shares; 2025Q3: 572 shares; 2025Q4: 432 shares 432 $363K 0.02% -140 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: 4,865 shares; 2024Q4: 6,483 shares; 2025Q1: 5,146 shares; 2025Q2: 5,049 shares; 2025Q3: 5,071 shares; 2025Q4: 4,932 shares 4,932 $363K 0.02% -139 Timeline SOXQ 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: 6,380 shares; 2024Q4: 6,380 shares; 2025Q1: 6,380 shares; 2025Q2: 6,380 shares; 2025Q3: 3,125 shares; 2025Q4: 6,380 shares 6,380 $363K 0.02% +3,255 Timeline TFI 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: 7,943 shares; 2024Q4: 7,943 shares; 2025Q1: 7,943 shares; 2025Q2: 7,943 shares; 2025Q3: 7,943 shares; 2025Q4: 7,943 shares 7,943 $363K 0.02% 0 Timeline HYDB 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: 12,450 shares; 2025Q1: 12,653 shares; 2025Q2: 4,911 shares; 2025Q3: 9,661 shares; 2025Q4: 7,573 shares 7,573 $359K 0.02% -2,088 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: 1,020 shares; 2024Q4: 991 shares; 2025Q1: 1,103 shares; 2025Q2: 1,760 shares; 2025Q3: 2,199 shares; 2025Q4: 2,370 shares 2,370 $359K 0.02% +171 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP 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: 9,701 shares; 2025Q2: 20,506 shares; 2025Q3: 20,562 shares; 2025Q4: 20,313 shares 20,313 $350K 0.02% -249 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: 7,271 shares; 2024Q4: 7,271 shares; 2025Q1: 7,271 shares; 2025Q2: 7,271 shares; 2025Q3: 7,271 shares; 2025Q4: 7,271 shares 7,271 $349K 0.02% 0 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 855 shares; 2025Q1: 1,243 shares; 2025Q2: 1,200 shares; 2025Q3: 1,045 shares; 2025Q4: 1,576 shares 1,576 $346K 0.02% +531 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,343 shares; 2024Q4: 2,343 shares; 2025Q1: 2,333 shares; 2025Q2: 2,047 shares; 2025Q3: 1,635 shares; 2025Q4: 1,654 shares 1,654 $344K 0.02% +19 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,661 shares; 2024Q4: 2,661 shares; 2025Q1: 2,660 shares; 2025Q2: 2,721 shares; 2025Q3: 2,721 shares; 2025Q4: 2,662 shares 2,662 $343K 0.02% -59 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP 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: 2,122 shares; 2025Q3: 2,610 shares; 2025Q4: 5,356 shares 5,356 $341K 0.02% +2,746 Timeline EMLC 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,113 shares 13,113 $339K 0.02% new 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: 3,026 shares; 2024Q4: 3,033 shares; 2025Q1: 3,033 shares; 2025Q2: not reported; 2025Q3: 2,370 shares; 2025Q4: 2,874 shares 2,874 $338K 0.02% +504 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,154 shares; 2024Q4: 7,018 shares; 2025Q1: 7,192 shares; 2025Q2: 7,001 shares; 2025Q3: 4,292 shares; 2025Q4: 4,238 shares 4,238 $336K 0.02% -54 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: 1,054 shares; 2024Q4: 1,069 shares; 2025Q1: not reported; 2025Q2: 1,356 shares; 2025Q3: 2,325 shares; 2025Q4: 2,507 shares 2,507 $329K 0.02% +182 Timeline TER TERADYNE INC More: the full row for TERADYNE 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: 1,675 shares 1,675 $324K 0.02% new 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: 502 shares; 2024Q4: 752 shares; 2025Q1: 941 shares; 2025Q2: 1,197 shares; 2025Q3: 1,254 shares; 2025Q4: 918 shares 918 $323K 0.02% -336 Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK 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: 3,376 shares; 2025Q4: 3,398 shares 3,398 $320K 0.02% +22 Timeline XLY 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: 1,483 shares; 2024Q4: 1,412 shares; 2025Q1: 1,390 shares; 2025Q2: 1,390 shares; 2025Q3: 1,390 shares; 2025Q4: 2,638 shares 2,638 $315K 0.02% +1,248 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 699 shares; 2025Q3: 852 shares; 2025Q4: 1,965 shares 1,965 $315K 0.02% +1,113 Timeline FNDF 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: 3,170 shares; 2024Q4: 3,170 shares; 2025Q1: 3,170 shares; 2025Q2: 10,735 shares; 2025Q3: 11,950 shares; 2025Q4: 6,950 shares 6,950 $314K 0.02% -5,000 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,576 shares; 2024Q4: 2,510 shares; 2025Q1: 2,298 shares; 2025Q2: 2,298 shares; 2025Q3: 2,591 shares; 2025Q4: 2,619 shares 2,619 $313K 0.02% +28 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: 1,942 shares; 2024Q4: 1,592 shares; 2025Q1: 1,117 shares; 2025Q2: 1,288 shares; 2025Q3: 777 shares; 2025Q4: 664 shares 664 $311K 0.02% -113 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,612 shares; 2024Q4: 1,626 shares; 2025Q1: 1,477 shares; 2025Q2: 2,373 shares; 2025Q3: 2,531 shares; 2025Q4: 2,461 shares 2,461 $309K 0.02% -70 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 981 shares; 2024Q4: 979 shares; 2025Q1: 979 shares; 2025Q2: 979 shares; 2025Q3: 988 shares; 2025Q4: 1,366 shares 1,366 $308K 0.02% +378 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: 69,342 shares; 2024Q4: 56,449 shares; 2025Q1: 41,067 shares; 2025Q2: 39,565 shares; 2025Q3: 30,587 shares; 2025Q4: 7,540 shares 7,540 $307K 0.02% -23,047 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: 5,914 shares; 2024Q4: 5,875 shares; 2025Q1: 4,223 shares; 2025Q2: 4,179 shares; 2025Q3: 4,179 shares; 2025Q4: 4,161 shares 4,161 $306K 0.02% -18 Timeline ICVT 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: 3,048 shares; 2024Q4: 3,335 shares; 2025Q1: 4,609 shares; 2025Q2: 3,600 shares; 2025Q3: 1,946 shares; 2025Q4: 3,106 shares 3,106 $306K 0.02% +1,160 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,362 shares; 2024Q4: 2,462 shares; 2025Q1: 2,442 shares; 2025Q2: 2,442 shares; 2025Q3: 2,443 shares; 2025Q4: 2,439 shares 2,439 $306K 0.02% -4 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,788 shares; 2024Q4: 2,791 shares; 2025Q1: 2,625 shares; 2025Q2: 2,583 shares; 2025Q3: 2,523 shares; 2025Q4: 2,510 shares 2,510 $301K 0.02% -13 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,129 shares; 2024Q4: 2,147 shares; 2025Q1: 2,429 shares; 2025Q2: 2,633 shares; 2025Q3: 4,354 shares; 2025Q4: 4,609 shares 4,609 $300K 0.02% +255 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,647 shares; 2024Q4: 1,792 shares; 2025Q1: 2,522 shares; 2025Q2: 2,676 shares; 2025Q3: 2,676 shares; 2025Q4: 2,675 shares 2,675 $299K 0.02% -1 Timeline XLC 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: 2,855 shares; 2024Q4: 2,575 shares; 2025Q1: 2,575 shares; 2025Q2: 2,575 shares; 2025Q3: 2,595 shares; 2025Q4: 2,532 shares 2,532 $298K 0.02% -63 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,133 shares; 2024Q4: 2,124 shares; 2025Q1: 1,907 shares; 2025Q2: 2,675 shares; 2025Q3: 2,675 shares; 2025Q4: 2,578 shares 2,578 $297K 0.02% -97 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 336 shares; 2024Q4: 336 shares; 2025Q1: 349 shares; 2025Q2: 337 shares; 2025Q3: 337 shares; 2025Q4: 337 shares 337 $296K 0.02% 0 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: 1,646 shares; 2024Q4: 1,661 shares; 2025Q1: 1,711 shares; 2025Q2: 1,820 shares; 2025Q3: 1,584 shares; 2025Q4: 1,598 shares 1,598 $296K 0.02% +14 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,213 shares; 2024Q4: 9,143 shares; 2025Q1: 8,109 shares; 2025Q2: 7,941 shares; 2025Q3: 7,918 shares; 2025Q4: 7,214 shares 7,214 $293K 0.02% -704 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,247 shares; 2025Q3: 1,032 shares; 2025Q4: 1,060 shares 1,060 $292K 0.02% +28 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 486 shares; 2025Q2: 486 shares; 2025Q3: 563 shares; 2025Q4: 527 shares 527 $291K 0.02% -36 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: 2,406 shares; 2024Q4: 2,024 shares; 2025Q1: 2,024 shares; 2025Q2: 2,024 shares; 2025Q3: 2,024 shares; 2025Q4: 1,880 shares 1,880 $291K 0.02% -144 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,317 shares; 2024Q4: 3,317 shares; 2025Q1: 3,320 shares; 2025Q2: 3,320 shares; 2025Q3: 3,405 shares; 2025Q4: 3,405 shares 3,405 $284K 0.02% 0 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN 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: 2,617 shares; 2025Q3: 3,149 shares; 2025Q4: 4,188 shares 4,188 $283K 0.02% +1,039 Timeline MSDL MORGAN STANLEY DIRECT LENDIN More: the full row for MORGAN STANLEY DIRECT LENDIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,114 shares; 2025Q1: 15,604 shares; 2025Q2: 16,006 shares; 2025Q3: 16,422 shares; 2025Q4: 16,893 shares 16,893 $278K 0.02% +471 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,599 shares; 2025Q1: 14,239 shares; 2025Q2: 13,856 shares; 2025Q3: 14,015 shares; 2025Q4: 17,652 shares 17,652 $278K 0.02% +3,637 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: 3,246 shares; 2024Q4: 3,246 shares; 2025Q1: 4,046 shares; 2025Q2: 4,046 shares; 2025Q3: 4,046 shares; 2025Q4: 4,046 shares 4,046 $277K 0.02% 0 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS 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: 1,916 shares; 2025Q4: 3,455 shares 3,455 $272K 0.02% +1,539 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,679 shares; 2024Q4: 5,512 shares; 2025Q1: 5,512 shares; 2025Q2: 5,410 shares; 2025Q3: 5,288 shares; 2025Q4: 5,905 shares 5,905 $269K 0.02% +617 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES 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: 815 shares; 2025Q4: 1,567 shares 1,567 $266K 0.02% +752 Timeline IWO 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: 457 shares; 2024Q4: 454 shares; 2025Q1: 820 shares; 2025Q2: 821 shares; 2025Q3: 821 shares; 2025Q4: 822 shares 822 $266K 0.02% +1 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,959 shares; 2024Q4: 4,999 shares; 2025Q1: 5,040 shares; 2025Q2: 5,084 shares; 2025Q3: 5,128 shares; 2025Q4: 5,172 shares 5,172 $264K 0.02% +44 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,919 shares; 2024Q4: 11,924 shares; 2025Q1: 11,896 shares; 2025Q2: 11,864 shares; 2025Q3: 6,234 shares; 2025Q4: 1,221 shares 1,221 $262K 0.02% -5,013 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,791 shares; 2024Q4: 13,135 shares; 2025Q1: 12,254 shares; 2025Q2: 11,744 shares; 2025Q3: 2,537 shares; 2025Q4: 2,379 shares 2,379 $262K 0.02% -158 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: 2,818 shares; 2024Q4: 2,821 shares; 2025Q1: 2,593 shares; 2025Q2: 2,593 shares; 2025Q3: 2,593 shares; 2025Q4: 2,593 shares 2,593 $260K 0.02% 0 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 581 shares; 2024Q4: 581 shares; 2025Q1: 636 shares; 2025Q2: 951 shares; 2025Q3: 1,090 shares; 2025Q4: 1,103 shares 1,103 $259K 0.02% +13 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,375 shares; 2025Q4: 3,179 shares 3,179 $259K 0.02% +804 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 381 shares; 2024Q4: 381 shares; 2025Q1: 410 shares; 2025Q2: 481 shares; 2025Q3: 829 shares; 2025Q4: 886 shares 886 $257K 0.02% +57 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: 512 shares; 2024Q4: 512 shares; 2025Q1: 453 shares; 2025Q2: 417 shares; 2025Q3: 417 shares; 2025Q4: 417 shares 417 $257K 0.02% 0 Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP 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: 8,174 shares 8,174 $257K 0.02% new Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA 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: 21,466 shares; 2025Q4: 21,468 shares 21,468 $252K 0.02% +2 Timeline SOXX 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: 1,281 shares; 2024Q4: 1,281 shares; 2025Q1: 1,313 shares; 2025Q2: 1,075 shares; 2025Q3: 1,076 shares; 2025Q4: 836 shares 836 $252K 0.02% -240 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: 881 shares; 2024Q4: 883 shares; 2025Q1: 904 shares; 2025Q2: 890 shares; 2025Q3: 859 shares; 2025Q4: 855 shares 855 $251K 0.02% -4 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,066 shares 1,066 $244K 0.02% new Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY 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: 12,702 shares 12,702 $244K 0.02% new Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,948 shares; 2025Q1: 5,033 shares; 2025Q2: 5,118 shares; 2025Q3: 5,202 shares; 2025Q4: 5,284 shares 5,284 $242K 0.02% +82 Timeline HTBK HERITAGE COMM CORP More: the full row for HERITAGE COMM 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: 12,138 shares; 2025Q3: 15,033 shares; 2025Q4: 20,186 shares 20,186 $242K 0.02% +5,153 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,520 shares 2,520 $242K 0.02% new Timeline FJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,411 shares; 2024Q4: 7,227 shares; 2025Q1: 6,966 shares; 2025Q2: 4,489 shares; 2025Q3: 4,489 shares; 2025Q4: 4,157 shares 4,157 $237K 0.02% -332 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,198 shares 5,198 $232K 0.02% new 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: 1,260 shares; 2024Q4: 1,040 shares; 2025Q1: 1,219 shares; 2025Q2: 2,041 shares; 2025Q3: 2,283 shares; 2025Q4: 1,507 shares 1,507 $232K 0.02% -776 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: 5,855 shares; 2024Q4: 8,021 shares; 2025Q1: 3,720 shares; 2025Q2: 3,896 shares; 2025Q3: 3,897 shares; 2025Q4: 3,511 shares 3,511 $232K 0.02% -386 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,293 shares; 2024Q4: 2,268 shares; 2025Q1: 1,850 shares; 2025Q2: 1,815 shares; 2025Q3: 1,982 shares; 2025Q4: 1,809 shares 1,809 $231K 0.02% -173 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,540 shares; 2025Q2: 1,582 shares; 2025Q3: 1,583 shares; 2025Q4: 1,504 shares 1,504 $230K 0.02% -79 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: 4,676 shares; 2024Q4: 3,431 shares; 2025Q1: 4,130 shares; 2025Q2: 4,446 shares; 2025Q3: 4,545 shares; 2025Q4: 4,524 shares 4,524 $230K 0.02% -21 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,973 shares; 2024Q4: 3,985 shares; 2025Q1: 4,098 shares; 2025Q2: 4,186 shares; 2025Q3: 3,683 shares; 2025Q4: 3,901 shares 3,901 $228K 0.02% +218 Timeline TFPM TRIPLE FLAG PRECIOUS METAL More: the full row for TRIPLE FLAG PRECIOUS METAL 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: 6,832 shares 6,832 $227K 0.02% new Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,220 shares 2,220 $226K 0.02% new Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 770 shares; 2024Q4: 1,009 shares; 2025Q1: 1,373 shares; 2025Q2: 1,391 shares; 2025Q3: 1,377 shares; 2025Q4: 1,419 shares 1,419 $226K 0.02% +42 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,131 shares; 2024Q4: 1,175 shares; 2025Q1: 1,233 shares; 2025Q2: 1,303 shares; 2025Q3: 894 shares; 2025Q4: 1,093 shares 1,093 $226K 0.02% +199 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 354 shares; 2025Q1: 568 shares; 2025Q2: 388 shares; 2025Q3: 310 shares; 2025Q4: 335 shares 335 $226K 0.02% +25 Timeline SCWO 374WATER INC More: the full row for 374WATER 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: 108,361 shares 108,361 $221K 0.01% new 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: 5,132 shares; 2024Q4: 4,424 shares; 2025Q1: 3,063 shares; 2025Q2: 3,085 shares; 2025Q3: 2,563 shares; 2025Q4: 3,562 shares 3,562 $220K 0.01% +999 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL 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: 1,264 shares 1,264 $218K 0.01% new Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,676 shares 2,676 $216K 0.01% new 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: 3,447 shares; 2024Q4: 9,448 shares; 2025Q1: 2,194 shares; 2025Q2: 2,560 shares; 2025Q3: 3,155 shares; 2025Q4: 2,148 shares 2,148 $215K 0.01% -1,007 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 683 shares; 2025Q4: 674 shares 674 $211K 0.01% -9 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,806 shares; 2024Q4: 2,024 shares; 2025Q1: 1,115 shares; 2025Q2: not reported; 2025Q3: 3,043 shares; 2025Q4: 2,743 shares 2,743 $210K 0.01% -300 Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 555 shares; 2025Q4: 1,198 shares 1,198 $208K 0.01% +643 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 783 shares; 2025Q4: 783 shares 783 $206K 0.01% 0 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA 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: 697 shares; 2025Q4: 1,003 shares 1,003 $204K 0.01% +306 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: 1,668 shares; 2025Q3: 2,097 shares; 2025Q4: 2,260 shares 2,260 $201K 0.01% +163 Timeline FPF FIRST TR INTER DURATN PFD & More: the full row for FIRST TR INTER DURATN PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,688 shares; 2024Q4: 11,688 shares; 2025Q1: 11,688 shares; 2025Q2: 10,588 shares; 2025Q3: 10,588 shares; 2025Q4: 10,588 shares 10,588 $197K 0.01% 0 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,200 shares; 2024Q4: 21,518 shares; 2025Q1: 21,518 shares; 2025Q2: 21,518 shares; 2025Q3: 21,518 shares; 2025Q4: 21,518 shares 21,518 $195K 0.01% 0 Timeline LIEN CHICAGO ATLANTIC BDC INC More: the full row for CHICAGO ATLANTIC BDC 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: 14,255 shares; 2025Q4: 14,255 shares 14,255 $147K 0.01% 0 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,246 shares; 2024Q4: 12,246 shares; 2025Q1: 12,246 shares; 2025Q2: 12,246 shares; 2025Q3: 12,246 shares; 2025Q4: 12,246 shares 12,246 $147K 0.01% 0 Timeline BDJ BLACKROCK ENHANCED EQUITY DI More: the full row for BLACKROCK ENHANCED EQUITY DI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,645 shares; 2024Q4: 13,918 shares; 2025Q1: 14,213 shares; 2025Q2: 14,521 shares; 2025Q3: 14,819 shares; 2025Q4: 15,294 shares 15,294 $145K 0.01% +475 Timeline BDN BRANDYWINE RLTY TR More: the full row for BRANDYWINE RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,492 shares; 2024Q4: 46,255 shares; 2025Q1: 44,147 shares; 2025Q2: 44,147 shares; 2025Q3: 44,147 shares; 2025Q4: 49,146 shares 49,146 $144K 0.01% +4,999 Timeline EXK ENDEAVOUR SILVER CORP More: the full row for ENDEAVOUR SILVER 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: 15,250 shares 15,250 $143K 0.01% new Timeline NXP NUVEEN SELECT TAX-FREE INCOM More: the full row for NUVEEN SELECT TAX-FREE INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,503 shares; 2024Q4: 9,634 shares; 2025Q1: 9,701 shares; 2025Q2: 9,808 shares; 2025Q3: 9,916 shares; 2025Q4: 10,064 shares 10,064 $142K 0.01% +148 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL 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: 19,423 shares; 2025Q2: 19,423 shares; 2025Q3: 19,272 shares; 2025Q4: 19,272 shares 19,272 $141K 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: 17,490 shares; 2024Q4: 17,490 shares; 2025Q1: 22,890 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,968 shares 10,968 $118K 0.01% new Timeline AMCR AMCOR PLC More: the full row for AMCOR 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: 12,368 shares 12,368 $103K 0.01% new Timeline CCC CCC INTELLIGENT SOLUTIONS HL More: the full row for CCC INTELLIGENT SOLUTIONS HL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,845 shares; 2024Q4: 14,816 shares; 2025Q1: not reported; 2025Q2: 14,832 shares; 2025Q3: 13,872 shares; 2025Q4: 11,720 shares 11,720 $93.2K 0.01% -2,152 Timeline JFR NUVEEN FLOATING RATE INCOME More: the full row for NUVEEN FLOATING RATE INCOME 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: 10,625 shares 10,625 $83.2K 0.01% new Timeline XJQCX NUVEEN CR STRATEGIES INCOME More: the full row for NUVEEN CR STRATEGIES INCOME 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: 12,500 shares 12,500 $62.8K <0.01% new Timeline AUTL AUTOLUS THERAPEUTICS LTD More: the full row for AUTOLUS THERAPEUTICS 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: not reported; 2025Q4: 10,000 shares 10,000 $19.9K <0.01% new Timeline NINE ENERGY SERVICE INC NINE ENERGY SERVICE INC More: the full row for NINE ENERGY SERVICE 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: 31,871 shares 31,871 $11K <0.01% new