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: 34,444 shares; 2024Q4: 125,360 shares; 2025Q1: 131,205 shares; 2025Q2: 127,697 shares; 2025Q3: 126,388 shares; 2025Q4: 128,129 shares 128,129 $87.4M 10.87% +1,741 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: 44,752 shares; 2024Q4: 67,569 shares; 2025Q1: 71,431 shares; 2025Q2: 71,947 shares; 2025Q3: 74,441 shares; 2025Q4: 77,513 shares 77,513 $37.5M 4.66% +3,072 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: 100,257 shares; 2024Q4: 120,698 shares; 2025Q1: 117,455 shares; 2025Q2: 119,431 shares; 2025Q3: 121,294 shares; 2025Q4: 119,480 shares 119,480 $32.5M 4.04% -1,814 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: 51,342 shares; 2024Q4: 90,862 shares; 2025Q1: 92,782 shares; 2025Q2: 92,242 shares; 2025Q3: 90,990 shares; 2025Q4: 91,193 shares 91,193 $29.4M 3.66% +203 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: 78,583 shares; 2024Q4: 84,534 shares; 2025Q1: 89,725 shares; 2025Q2: 91,576 shares; 2025Q3: 89,164 shares; 2025Q4: 86,621 shares 86,621 $27.1M 3.37% -2,543 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: 88,131 shares; 2024Q4: 95,682 shares; 2025Q1: 128,306 shares; 2025Q2: 131,138 shares; 2025Q3: 127,844 shares; 2025Q4: 128,613 shares 128,613 $24M 2.98% +769 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: 2,387 shares; 2024Q4: 62,892 shares; 2025Q1: 62,892 shares; 2025Q2: 62,892 shares; 2025Q3: 62,744 shares; 2025Q4: 62,744 shares 62,744 $21M 2.62% 0 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: 69,533 shares; 2024Q4: 76,174 shares; 2025Q1: 81,265 shares; 2025Q2: 85,531 shares; 2025Q3: 87,730 shares; 2025Q4: 89,001 shares 89,001 $20.5M 2.56% +1,271 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: 6,911 shares; 2024Q4: 7,680 shares; 2025Q1: 8,317 shares; 2025Q2: 10,328 shares; 2025Q3: 14,521 shares; 2025Q4: 13,833 shares 13,833 $14.9M 1.85% -688 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: 16,735 shares; 2024Q4: 17,893 shares; 2025Q1: 17,627 shares; 2025Q2: 17,765 shares; 2025Q3: 17,747 shares; 2025Q4: 18,678 shares 18,678 $12.3M 1.53% +931 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: 78,270 shares; 2024Q4: 95,898 shares; 2025Q1: 88,898 shares; 2025Q2: 126,189 shares; 2025Q3: 122,954 shares; 2025Q4: 122,426 shares 122,426 $11.8M 1.46% -528 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: 27,168 shares; 2024Q4: 32,149 shares; 2025Q1: 31,447 shares; 2025Q2: 31,608 shares; 2025Q3: 31,947 shares; 2025Q4: 31,931 shares 31,931 $11.2M 1.39% -16 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,086 shares; 2024Q4: 14,282 shares; 2025Q1: 14,406 shares; 2025Q2: 14,750 shares; 2025Q3: 15,350 shares; 2025Q4: 16,834 shares 16,834 $10.6M 1.31% +1,484 Timeline AVDE 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: 29,076 shares; 2025Q3: 77,852 shares; 2025Q4: 120,597 shares 120,597 $9.93M 1.23% +42,745 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: 23,120 shares; 2024Q4: 27,165 shares; 2025Q1: 52,773 shares; 2025Q2: 59,114 shares; 2025Q3: 58,884 shares; 2025Q4: 56,593 shares 56,593 $9.17M 1.14% -2,291 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: 36,082 shares; 2024Q4: 45,467 shares; 2025Q1: 44,404 shares; 2025Q2: 42,875 shares; 2025Q3: 42,671 shares; 2025Q4: 42,373 shares 42,373 $8.77M 1.09% -298 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,287 shares; 2024Q4: 92,174 shares; 2025Q1: 88,239 shares; 2025Q2: 86,298 shares; 2025Q3: 84,739 shares; 2025Q4: 87,677 shares 87,677 $8.44M 1.05% +2,938 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: 45,389 shares; 2024Q4: 50,424 shares; 2025Q1: 49,306 shares; 2025Q2: 49,169 shares; 2025Q3: 56,573 shares; 2025Q4: 56,648 shares 56,648 $8.12M 1.01% +75 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,422 shares; 2024Q4: 29,313 shares; 2025Q1: 29,006 shares; 2025Q2: 27,861 shares; 2025Q3: 27,237 shares; 2025Q4: 27,680 shares 27,680 $6.81M 0.85% +443 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: 13,690 shares; 2024Q4: 15,050 shares; 2025Q1: 18,775 shares; 2025Q2: 19,211 shares; 2025Q3: 18,921 shares; 2025Q4: 19,640 shares 19,640 $6.8M 0.85% +719 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: 39,306 shares; 2024Q4: 42,371 shares; 2025Q1: 40,591 shares; 2025Q2: 40,545 shares; 2025Q3: 44,610 shares; 2025Q4: 43,936 shares 43,936 $6.7M 0.83% -674 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: 29,158 shares; 2024Q4: 31,605 shares; 2025Q1: 33,207 shares; 2025Q2: 32,817 shares; 2025Q3: 32,226 shares; 2025Q4: 33,389 shares 33,389 $6.51M 0.81% +1,163 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: 9,608 shares; 2024Q4: 18,064 shares; 2025Q1: 17,893 shares; 2025Q2: 18,265 shares; 2025Q3: 18,547 shares; 2025Q4: 18,579 shares 18,579 $6.39M 0.8% +32 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: 18,430 shares; 2024Q4: 25,823 shares; 2025Q1: 25,052 shares; 2025Q2: 26,110 shares; 2025Q3: 26,476 shares; 2025Q4: 27,275 shares 27,275 $6.23M 0.78% +799 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: 11,111 shares; 2024Q4: 68,592 shares; 2025Q1: 67,628 shares; 2025Q2: 67,358 shares; 2025Q3: 67,194 shares; 2025Q4: 64,843 shares 64,843 $6.11M 0.76% -2,351 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: 39,300 shares; 2024Q4: 51,859 shares; 2025Q1: 52,056 shares; 2025Q2: 52,776 shares; 2025Q3: 55,236 shares; 2025Q4: 54,717 shares 54,717 $6.1M 0.76% -519 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: 1,927 shares; 2024Q4: 17,486 shares; 2025Q1: 17,486 shares; 2025Q2: 17,493 shares; 2025Q3: 17,787 shares; 2025Q4: 17,697 shares 17,697 $6.07M 0.76% -90 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,932 shares; 2024Q4: 40,124 shares; 2025Q1: 40,810 shares; 2025Q2: 41,343 shares; 2025Q3: 41,277 shares; 2025Q4: 41,277 shares 41,277 $5.92M 0.74% 0 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: 29,564 shares; 2024Q4: 39,991 shares; 2025Q1: 39,055 shares; 2025Q2: 39,138 shares; 2025Q3: 39,720 shares; 2025Q4: 39,688 shares 39,688 $5.7M 0.71% -32 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: 1,899 shares; 2024Q4: 5,831 shares; 2025Q1: 5,726 shares; 2025Q2: 5,788 shares; 2025Q3: 5,860 shares; 2025Q4: 5,119 shares 5,119 $5.48M 0.68% -741 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: 2,158 shares; 2024Q4: 10,006 shares; 2025Q1: 10,001 shares; 2025Q2: 9,994 shares; 2025Q3: 10,211 shares; 2025Q4: 10,346 shares 10,346 $5.41M 0.67% +135 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: 35,896 shares; 2024Q4: 36,841 shares; 2025Q1: 35,852 shares; 2025Q2: 35,895 shares; 2025Q3: 43,785 shares; 2025Q4: 43,974 shares 43,974 $5.29M 0.66% +189 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: 9,496 shares; 2024Q4: 13,531 shares; 2025Q1: 14,907 shares; 2025Q2: 15,092 shares; 2025Q3: 16,291 shares; 2025Q4: 16,374 shares 16,374 $5.14M 0.64% +83 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: 4,289 shares; 2024Q4: 5,937 shares; 2025Q1: 6,963 shares; 2025Q2: 7,462 shares; 2025Q3: 7,501 shares; 2025Q4: 8,191 shares 8,191 $5.03M 0.63% +690 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,237 shares; 2024Q4: 4,748 shares; 2025Q1: 5,717 shares; 2025Q2: 7,412 shares; 2025Q3: 7,330 shares; 2025Q4: 7,248 shares 7,248 $4.96M 0.62% -82 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: 7,043 shares; 2024Q4: 8,808 shares; 2025Q1: 8,733 shares; 2025Q2: 9,068 shares; 2025Q3: 9,511 shares; 2025Q4: 9,355 shares 9,355 $4.7M 0.58% -156 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: 24,686 shares; 2024Q4: 27,533 shares; 2025Q1: 29,065 shares; 2025Q2: 22,834 shares; 2025Q3: 22,954 shares; 2025Q4: 21,773 shares 21,773 $4.66M 0.58% -1,181 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,790 shares; 2024Q4: 6,735 shares; 2025Q1: 6,797 shares; 2025Q2: 7,352 shares; 2025Q3: 7,808 shares; 2025Q4: 7,861 shares 7,861 $4.49M 0.56% +53 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,323 shares; 2024Q4: 15,093 shares; 2025Q1: 14,068 shares; 2025Q2: 14,119 shares; 2025Q3: 17,968 shares; 2025Q4: 19,670 shares 19,670 $4.32M 0.54% +1,702 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: 1,154 shares; 2024Q4: 16,665 shares; 2025Q1: 16,665 shares; 2025Q2: 16,665 shares; 2025Q3: 16,665 shares; 2025Q4: 16,676 shares 16,676 $4.29M 0.53% +11 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: 54,642 shares; 2024Q4: 51,328 shares; 2025Q1: 54,231 shares; 2025Q2: 54,164 shares; 2025Q3: 56,012 shares; 2025Q4: 51,331 shares 51,331 $4.12M 0.51% -4,681 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: 33,064 shares; 2024Q4: 41,628 shares; 2025Q1: 40,647 shares; 2025Q2: 38,946 shares; 2025Q3: 39,676 shares; 2025Q4: 38,846 shares 38,846 $4.09M 0.51% -830 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: 27,454 shares; 2024Q4: 34,456 shares; 2025Q1: 32,978 shares; 2025Q2: 33,213 shares; 2025Q3: 32,516 shares; 2025Q4: 32,540 shares 32,540 $4.08M 0.51% +24 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: 40,022 shares; 2024Q4: 41,788 shares; 2025Q1: 40,430 shares; 2025Q2: 40,629 shares; 2025Q3: 54,059 shares; 2025Q4: 55,461 shares 55,461 $3.88M 0.48% +1,402 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: 15,320 shares; 2024Q4: 14,877 shares; 2025Q1: 14,655 shares; 2025Q2: 14,935 shares; 2025Q3: 14,687 shares; 2025Q4: 14,743 shares 14,743 $3.56M 0.44% +56 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: 19,175 shares; 2024Q4: 21,795 shares; 2025Q1: 22,088 shares; 2025Q2: 22,798 shares; 2025Q3: 23,730 shares; 2025Q4: 22,664 shares 22,664 $3.48M 0.43% -1,066 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,965 shares; 2024Q4: 64,470 shares; 2025Q1: 65,070 shares; 2025Q2: 62,855 shares; 2025Q3: 63,670 shares; 2025Q4: 62,985 shares 62,985 $3.45M 0.43% -685 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: 17,407 shares; 2024Q4: 17,461 shares; 2025Q1: 16,297 shares; 2025Q2: 16,146 shares; 2025Q3: 20,387 shares; 2025Q4: 21,354 shares 21,354 $3.43M 0.43% +967 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,795 shares; 2024Q4: 24,744 shares; 2025Q1: 24,517 shares; 2025Q2: 24,517 shares; 2025Q3: 24,517 shares; 2025Q4: 24,517 shares 24,517 $3.41M 0.42% 0 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,025 shares; 2024Q4: 66,255 shares; 2025Q1: 66,440 shares; 2025Q2: 65,984 shares; 2025Q3: 65,834 shares; 2025Q4: 65,834 shares 65,834 $3.4M 0.42% 0 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: 5,428 shares; 2024Q4: 6,363 shares; 2025Q1: 6,363 shares; 2025Q2: 6,363 shares; 2025Q3: 6,443 shares; 2025Q4: 7,053 shares 7,053 $3.34M 0.42% +610 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: 12,753 shares; 2024Q4: 12,439 shares; 2025Q1: 11,799 shares; 2025Q2: 12,131 shares; 2025Q3: 12,364 shares; 2025Q4: 12,502 shares 12,502 $3.31M 0.41% +138 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: 8,451 shares; 2024Q4: 11,798 shares; 2025Q1: 12,093 shares; 2025Q2: 11,538 shares; 2025Q3: 12,571 shares; 2025Q4: 10,957 shares 10,957 $3.13M 0.39% -1,614 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: 2,102 shares; 2024Q4: 2,489 shares; 2025Q1: 2,474 shares; 2025Q2: 7,913 shares; 2025Q3: 7,759 shares; 2025Q4: 7,668 shares 7,668 $3.04M 0.38% -91 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: 1,339 shares; 2024Q4: 1,358 shares; 2025Q1: 1,474 shares; 2025Q2: 1,499 shares; 2025Q3: 1,840 shares; 2025Q4: 32,226 shares 32,226 $3.02M 0.38% +30,386 Timeline AVEM 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: 8,745 shares; 2025Q4: 38,102 shares 38,102 $2.93M 0.37% +29,357 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: 2,103 shares; 2024Q4: 2,335 shares; 2025Q1: 2,566 shares; 2025Q2: 2,629 shares; 2025Q3: 3,305 shares; 2025Q4: 3,381 shares 3,381 $2.92M 0.36% +76 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 236 shares; 2024Q4: 4,789 shares; 2025Q1: 4,789 shares; 2025Q2: 4,789 shares; 2025Q3: 4,789 shares; 2025Q4: 4,809 shares 4,809 $2.9M 0.36% +20 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: 8,546 shares; 2024Q4: 8,296 shares; 2025Q1: 8,211 shares; 2025Q2: 9,933 shares; 2025Q3: 12,353 shares; 2025Q4: 14,018 shares 14,018 $2.85M 0.35% +1,665 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: 14,542 shares; 2024Q4: 17,564 shares; 2025Q1: 17,363 shares; 2025Q2: 16,932 shares; 2025Q3: 16,733 shares; 2025Q4: 17,531 shares 17,531 $2.84M 0.35% +798 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: 35,094 shares; 2024Q4: 39,729 shares; 2025Q1: 45,650 shares; 2025Q2: 51,301 shares; 2025Q3: 50,910 shares; 2025Q4: 51,574 shares 51,574 $2.84M 0.35% +664 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,814 shares; 2024Q4: 8,832 shares; 2025Q1: 8,782 shares; 2025Q2: 8,602 shares; 2025Q3: 8,562 shares; 2025Q4: 8,359 shares 8,359 $2.81M 0.35% -203 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: 10,594 shares; 2024Q4: 10,675 shares; 2025Q1: 8,310 shares; 2025Q2: 7,666 shares; 2025Q3: 7,940 shares; 2025Q4: 8,441 shares 8,441 $2.79M 0.35% +501 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: 7,321 shares; 2024Q4: 8,865 shares; 2025Q1: 8,584 shares; 2025Q2: 8,333 shares; 2025Q3: 8,871 shares; 2025Q4: 9,026 shares 9,026 $2.76M 0.34% +155 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: 7,085 shares; 2024Q4: 13,406 shares; 2025Q1: 12,536 shares; 2025Q2: 13,792 shares; 2025Q3: 15,369 shares; 2025Q4: 14,558 shares 14,558 $2.68M 0.33% -811 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: 21,564 shares; 2024Q4: 26,280 shares; 2025Q1: 25,953 shares; 2025Q2: 24,681 shares; 2025Q3: 24,712 shares; 2025Q4: 23,157 shares 23,157 $2.63M 0.33% -1,555 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: 4,264 shares; 2024Q4: 7,464 shares; 2025Q1: 7,507 shares; 2025Q2: 7,192 shares; 2025Q3: 7,189 shares; 2025Q4: 7,406 shares 7,406 $2.6M 0.32% +217 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,397 shares; 2025Q2: 2,496 shares; 2025Q3: 2,410 shares; 2025Q4: 2,407 shares 2,407 $2.58M 0.32% -3 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,855 shares; 2024Q4: 15,215 shares; 2025Q1: 15,215 shares; 2025Q2: 15,440 shares; 2025Q3: 15,440 shares; 2025Q4: 17,970 shares 17,970 $2.54M 0.32% +2,530 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,215 shares; 2024Q4: 54,240 shares; 2025Q1: 53,275 shares; 2025Q2: 50,463 shares; 2025Q3: 48,028 shares; 2025Q4: 47,406 shares 47,406 $2.53M 0.31% -622 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,255 shares; 2024Q4: 6,895 shares; 2025Q1: 14,276 shares; 2025Q2: 15,167 shares; 2025Q3: 15,084 shares; 2025Q4: 18,463 shares 18,463 $2.52M 0.31% +3,379 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: 18,136 shares; 2024Q4: 19,550 shares; 2025Q1: 20,957 shares; 2025Q2: 21,861 shares; 2025Q3: 22,484 shares; 2025Q4: 27,396 shares 27,396 $2.45M 0.3% +4,912 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: 9,260 shares; 2024Q4: 9,252 shares; 2025Q1: 8,743 shares; 2025Q2: 8,723 shares; 2025Q3: 11,638 shares; 2025Q4: 11,734 shares 11,734 $2.45M 0.3% +96 Timeline JMTG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 52,221 shares; 2025Q4: 47,332 shares 47,332 $2.42M 0.3% -4,889 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: 21,250 shares; 2024Q4: 26,364 shares; 2025Q1: 25,760 shares; 2025Q2: 25,822 shares; 2025Q3: 25,087 shares; 2025Q4: 49,874 shares 49,874 $2.23M 0.28% +24,787 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: 4,837 shares; 2024Q4: 6,167 shares; 2025Q1: 6,262 shares; 2025Q2: 6,467 shares; 2025Q3: 6,485 shares; 2025Q4: 6,877 shares 6,877 $2.19M 0.27% +392 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,718 shares; 2024Q4: 29,362 shares; 2025Q1: 28,847 shares; 2025Q2: 28,797 shares; 2025Q3: 28,697 shares; 2025Q4: 28,766 shares 28,766 $2.12M 0.26% +69 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,833 shares; 2024Q4: 5,833 shares; 2025Q1: 5,638 shares; 2025Q2: 5,634 shares; 2025Q3: 5,620 shares; 2025Q4: 5,479 shares 5,479 $2.12M 0.26% -141 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: 27,109 shares; 2024Q4: 26,538 shares; 2025Q1: 26,420 shares; 2025Q2: 23,259 shares; 2025Q3: 22,255 shares; 2025Q4: 20,715 shares 20,715 $2.11M 0.26% -1,540 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: 12,099 shares; 2024Q4: 11,845 shares; 2025Q1: 11,734 shares; 2025Q2: 11,743 shares; 2025Q3: 11,327 shares; 2025Q4: 11,306 shares 11,306 $2.01M 0.25% -21 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: 985 shares; 2024Q4: 1,185 shares; 2025Q1: 4,485 shares; 2025Q2: 4,713 shares; 2025Q3: 4,765 shares; 2025Q4: 4,672 shares 4,672 $1.97M 0.25% -93 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: 3,162 shares; 2024Q4: 3,825 shares; 2025Q1: 3,047 shares; 2025Q2: 3,824 shares; 2025Q3: 3,564 shares; 2025Q4: 3,374 shares 3,374 $1.96M 0.24% -190 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,393 shares; 2024Q4: 10,553 shares; 2025Q1: 14,218 shares; 2025Q2: 14,639 shares; 2025Q3: 13,879 shares; 2025Q4: 16,719 shares 16,719 $1.95M 0.24% +2,840 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: 8,997 shares; 2024Q4: 9,133 shares; 2025Q1: 8,745 shares; 2025Q2: 8,588 shares; 2025Q3: 9,691 shares; 2025Q4: 9,975 shares 9,975 $1.95M 0.24% +284 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: 7,024 shares; 2024Q4: 6,786 shares; 2025Q1: 6,406 shares; 2025Q2: 6,536 shares; 2025Q3: 7,499 shares; 2025Q4: 7,145 shares 7,145 $1.92M 0.24% -354 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: 2,014 shares; 2024Q4: 2,019 shares; 2025Q1: 1,959 shares; 2025Q2: 6,928 shares; 2025Q3: 7,468 shares; 2025Q4: 7,832 shares 7,832 $1.9M 0.24% +364 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,277 shares; 2024Q4: 8,276 shares; 2025Q1: 6,837 shares; 2025Q2: 7,767 shares; 2025Q3: 7,777 shares; 2025Q4: 7,646 shares 7,646 $1.89M 0.23% -131 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: 14,368 shares; 2024Q4: 14,350 shares; 2025Q1: 14,581 shares; 2025Q2: 14,611 shares; 2025Q3: 10,691 shares; 2025Q4: 10,136 shares 10,136 $1.86M 0.23% -555 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 2,720 shares; 2025Q1: 12,715 shares; 2025Q2: 7,045 shares; 2025Q3: 7,045 shares; 2025Q4: 7,045 shares 7,045 $1.84M 0.23% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,259 shares; 2024Q4: 21,047 shares; 2025Q1: 20,782 shares; 2025Q2: 21,764 shares; 2025Q3: 20,654 shares; 2025Q4: 18,463 shares 18,463 $1.83M 0.23% -2,191 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: 44,010 shares; 2024Q4: 53,892 shares; 2025Q1: 53,135 shares; 2025Q2: 53,085 shares; 2025Q3: 32,318 shares; 2025Q4: 31,002 shares 31,002 $1.79M 0.22% -1,316 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: 7,131 shares; 2024Q4: 7,508 shares; 2025Q1: 7,543 shares; 2025Q2: 7,611 shares; 2025Q3: 7,624 shares; 2025Q4: 7,688 shares 7,688 $1.78M 0.22% +64 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: 1,517 shares; 2024Q4: 1,552 shares; 2025Q1: 2,262 shares; 2025Q2: 2,307 shares; 2025Q3: 2,034 shares; 2025Q4: 2,000 shares 2,000 $1.76M 0.22% -34 Timeline PNFP PINNACLE FINANCIAL PARTNERS More: the full row for PINNACLE FINANCIAL PARTNERS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,420 shares; 2024Q4: 6,395 shares; 2025Q1: 7,060 shares; 2025Q2: 7,070 shares; 2025Q3: 18,290 shares; 2025Q4: 18,215 shares 18,215 $1.74M 0.22% -75 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: 25,045 shares; 2024Q4: 26,409 shares; 2025Q1: 24,377 shares; 2025Q2: 24,024 shares; 2025Q3: 25,589 shares; 2025Q4: 28,542 shares 28,542 $1.72M 0.21% +2,953 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: 70,456 shares; 2024Q4: 73,913 shares; 2025Q1: 69,308 shares; 2025Q2: 70,934 shares; 2025Q3: 69,043 shares; 2025Q4: 68,165 shares 68,165 $1.7M 0.21% -878 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: 3,086 shares; 2024Q4: 3,256 shares; 2025Q1: 3,231 shares; 2025Q2: 3,269 shares; 2025Q3: 3,438 shares; 2025Q4: 3,448 shares 3,448 $1.67M 0.21% +10 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: 6,585 shares; 2024Q4: 6,972 shares; 2025Q1: 7,122 shares; 2025Q2: 6,793 shares; 2025Q3: 6,893 shares; 2025Q4: 7,515 shares 7,515 $1.65M 0.21% +622 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,016 shares; 2024Q4: 8,337 shares; 2025Q1: 6,192 shares; 2025Q2: 5,744 shares; 2025Q3: 6,082 shares; 2025Q4: 5,661 shares 5,661 $1.6M 0.2% -421 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,327 shares; 2024Q4: 26,949 shares; 2025Q1: 26,375 shares; 2025Q2: 26,556 shares; 2025Q3: 30,431 shares; 2025Q4: 29,263 shares 29,263 $1.58M 0.2% -1,168 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: 19,716 shares; 2024Q4: 21,495 shares; 2025Q1: 22,767 shares; 2025Q2: 22,062 shares; 2025Q3: 20,936 shares; 2025Q4: 21,579 shares 21,579 $1.54M 0.19% +643 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: 8,735 shares; 2024Q4: 19,002 shares; 2025Q1: 17,950 shares; 2025Q2: 16,574 shares; 2025Q3: 17,569 shares; 2025Q4: 18,689 shares 18,689 $1.53M 0.19% +1,120 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,263 shares; 2024Q4: 5,858 shares; 2025Q1: 5,693 shares; 2025Q2: 5,499 shares; 2025Q3: 5,674 shares; 2025Q4: 5,792 shares 5,792 $1.49M 0.19% +118 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: 3,181 shares; 2024Q4: 3,183 shares; 2025Q1: 3,136 shares; 2025Q2: 3,166 shares; 2025Q3: 2,979 shares; 2025Q4: 2,994 shares 2,994 $1.46M 0.18% +15 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: 6,676 shares; 2024Q4: 6,261 shares; 2025Q1: 6,866 shares; 2025Q2: 6,876 shares; 2025Q3: 6,585 shares; 2025Q4: 6,333 shares 6,333 $1.45M 0.18% -252 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: 5,070 shares; 2024Q4: 8,845 shares; 2025Q1: 8,873 shares; 2025Q2: 8,948 shares; 2025Q3: 8,948 shares; 2025Q4: 8,340 shares 8,340 $1.45M 0.18% -608 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: 3,811 shares; 2024Q4: 11,176 shares; 2025Q1: 10,936 shares; 2025Q2: 10,761 shares; 2025Q3: 11,511 shares; 2025Q4: 12,866 shares 12,866 $1.44M 0.18% +1,355 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: 1,401 shares; 2024Q4: 2,995 shares; 2025Q1: 3,154 shares; 2025Q2: 3,146 shares; 2025Q3: 3,899 shares; 2025Q4: 10,012 shares 10,012 $1.44M 0.18% +6,113 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: 7,546 shares; 2024Q4: 10,296 shares; 2025Q1: 9,011 shares; 2025Q2: 8,745 shares; 2025Q3: 8,745 shares; 2025Q4: 8,894 shares 8,894 $1.42M 0.18% +149 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,348 shares; 2024Q4: 17,488 shares; 2025Q1: 17,675 shares; 2025Q2: 17,505 shares; 2025Q3: 16,830 shares; 2025Q4: 16,800 shares 16,800 $1.41M 0.18% -30 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,561 shares; 2024Q4: 17,441 shares; 2025Q1: 17,591 shares; 2025Q2: 17,895 shares; 2025Q3: 17,635 shares; 2025Q4: 17,635 shares 17,635 $1.41M 0.17% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,490 shares; 2024Q4: 2,590 shares; 2025Q1: 2,640 shares; 2025Q2: 2,615 shares; 2025Q3: 2,585 shares; 2025Q4: 2,732 shares 2,732 $1.39M 0.17% +147 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: 6,288 shares; 2024Q4: 6,098 shares; 2025Q1: 5,343 shares; 2025Q2: 5,308 shares; 2025Q3: 5,698 shares; 2025Q4: 5,604 shares 5,604 $1.38M 0.17% -94 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: 1,618 shares; 2024Q4: 2,130 shares; 2025Q1: 2,172 shares; 2025Q2: 2,214 shares; 2025Q3: 2,219 shares; 2025Q4: 2,383 shares 2,383 $1.37M 0.17% +164 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: 35,650 shares; 2024Q4: 39,168 shares; 2025Q1: 37,611 shares; 2025Q2: 33,075 shares; 2025Q3: 28,025 shares; 2025Q4: 27,203 shares 27,203 $1.34M 0.17% -822 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: 32,317 shares; 2024Q4: 41,237 shares; 2025Q1: 40,187 shares; 2025Q2: 40,612 shares; 2025Q3: 34,188 shares; 2025Q4: 32,550 shares 32,550 $1.33M 0.16% -1,638 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: 3,578 shares; 2024Q4: 7,498 shares; 2025Q1: 7,123 shares; 2025Q2: 7,123 shares; 2025Q3: 7,108 shares; 2025Q4: 7,724 shares 7,724 $1.32M 0.16% +616 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: 2,939 shares; 2024Q4: 8,452 shares; 2025Q1: 8,694 shares; 2025Q2: 7,921 shares; 2025Q3: 7,346 shares; 2025Q4: 6,808 shares 6,808 $1.3M 0.16% -538 Timeline CHDN CHURCHILL DOWNS INC More: the full row for CHURCHILL DOWNS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,129 shares; 2024Q4: 16,290 shares; 2025Q1: 18,489 shares; 2025Q2: 19,046 shares; 2025Q3: 16,255 shares; 2025Q4: 11,420 shares 11,420 $1.3M 0.16% -4,835 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,265 shares; 2025Q3: 3,125 shares; 2025Q4: 3,092 shares 3,092 $1.3M 0.16% -33 Timeline BSCW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,806 shares; 2024Q4: 52,743 shares; 2025Q1: 52,727 shares; 2025Q2: 54,857 shares; 2025Q3: 60,436 shares; 2025Q4: 61,112 shares 61,112 $1.28M 0.16% +676 Timeline BSCV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,755 shares; 2024Q4: 65,614 shares; 2025Q1: 65,597 shares; 2025Q2: 68,340 shares; 2025Q3: 75,308 shares; 2025Q4: 76,281 shares 76,281 $1.27M 0.16% +973 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,530 shares; 2024Q4: 5,345 shares; 2025Q1: 4,544 shares; 2025Q2: 4,344 shares; 2025Q3: 4,245 shares; 2025Q4: 4,240 shares 4,240 $1.26M 0.16% -5 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: 8,040 shares; 2024Q4: 7,225 shares; 2025Q1: 6,731 shares; 2025Q2: 7,231 shares; 2025Q3: 12,029 shares; 2025Q4: 11,617 shares 11,617 $1.24M 0.15% -412 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,081 shares; 2024Q4: 39,120 shares; 2025Q1: 37,875 shares; 2025Q2: 37,280 shares; 2025Q3: 37,187 shares; 2025Q4: 35,776 shares 35,776 $1.2M 0.15% -1,411 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,122 shares; 2024Q4: 62,745 shares; 2025Q1: 62,736 shares; 2025Q2: 64,421 shares; 2025Q3: 69,492 shares; 2025Q4: 70,090 shares 70,090 $1.19M 0.15% +598 Timeline ELF E L F BEAUTY INC More: the full row for E L F BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,420 shares; 2025Q1: 13,674 shares; 2025Q2: 17,234 shares; 2025Q3: 18,594 shares; 2025Q4: 15,415 shares 15,415 $1.17M 0.15% -3,179 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,479 shares; 2024Q4: 6,464 shares; 2025Q1: 6,324 shares; 2025Q2: 6,274 shares; 2025Q3: 4,329 shares; 2025Q4: 4,037 shares 4,037 $1.17M 0.14% -292 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,285 shares; 2025Q1: 26,528 shares; 2025Q2: 27,679 shares; 2025Q3: 28,629 shares; 2025Q4: 33,799 shares 33,799 $1.16M 0.14% +5,170 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,280 shares; 2024Q4: 54,274 shares; 2025Q1: 56,311 shares; 2025Q2: 57,260 shares; 2025Q3: 60,582 shares; 2025Q4: 60,442 shares 60,442 $1.14M 0.14% -140 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: 2,944 shares; 2024Q4: 9,382 shares; 2025Q1: 9,207 shares; 2025Q2: 9,207 shares; 2025Q3: 8,157 shares; 2025Q4: 8,235 shares 8,235 $1.14M 0.14% +78 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,831 shares 4,831 $1.11M 0.14% new Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,618 shares; 2024Q4: 47,122 shares; 2025Q1: 49,059 shares; 2025Q2: 50,358 shares; 2025Q3: 53,395 shares; 2025Q4: 53,600 shares 53,600 $1.1M 0.14% +205 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: 21,546 shares; 2024Q4: 23,921 shares; 2025Q1: 15,146 shares; 2025Q2: 14,046 shares; 2025Q3: 13,971 shares; 2025Q4: 14,143 shares 14,143 $1.09M 0.14% +172 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,874 shares; 2024Q4: 47,105 shares; 2025Q1: 49,037 shares; 2025Q2: 50,644 shares; 2025Q3: 53,809 shares; 2025Q4: 54,025 shares 54,025 $1.07M 0.13% +216 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: 5,955 shares; 2024Q4: 14,975 shares; 2025Q1: 14,906 shares; 2025Q2: 14,891 shares; 2025Q3: 14,471 shares; 2025Q4: 14,481 shares 14,481 $1.06M 0.13% +10 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,518 shares; 2024Q4: 9,573 shares; 2025Q1: 6,778 shares; 2025Q2: 6,665 shares; 2025Q3: 6,465 shares; 2025Q4: 6,274 shares 6,274 $1.05M 0.13% -191 Timeline VNQ 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: 18,074 shares; 2024Q4: 16,508 shares; 2025Q1: 13,457 shares; 2025Q2: 12,831 shares; 2025Q3: 12,456 shares; 2025Q4: 11,876 shares 11,876 $1.05M 0.13% -580 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: 520 shares; 2024Q4: 618 shares; 2025Q1: 635 shares; 2025Q2: 633 shares; 2025Q3: 1,243 shares; 2025Q4: 1,594 shares 1,594 $1.04M 0.13% +351 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: 16,430 shares; 2024Q4: 15,915 shares; 2025Q1: 14,855 shares; 2025Q2: 13,735 shares; 2025Q3: 10,639 shares; 2025Q4: 10,185 shares 10,185 $1.02M 0.13% -454 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 745 shares; 2024Q4: 768 shares; 2025Q1: 813 shares; 2025Q2: 859 shares; 2025Q3: 1,406 shares; 2025Q4: 1,312 shares 1,312 $1.01M 0.13% -94 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: 5,622 shares; 2024Q4: 6,846 shares; 2025Q1: 6,939 shares; 2025Q2: 6,969 shares; 2025Q3: 6,440 shares; 2025Q4: 6,440 shares 6,440 $999K 0.12% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,327 shares; 2024Q4: 13,687 shares; 2025Q1: 11,872 shares; 2025Q2: 11,092 shares; 2025Q3: 10,432 shares; 2025Q4: 10,187 shares 10,187 $996K 0.12% -245 Timeline BSCX INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,458 shares; 2024Q4: 37,822 shares; 2025Q1: 37,819 shares; 2025Q2: 39,613 shares; 2025Q3: 44,949 shares; 2025Q4: 46,348 shares 46,348 $995K 0.12% +1,399 Timeline SYBT STOCK YDS BANCORP INC More: the full row for STOCK YDS BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,889 shares; 2024Q4: 15,043 shares; 2025Q1: 14,243 shares; 2025Q2: 14,143 shares; 2025Q3: 13,893 shares; 2025Q4: 15,215 shares 15,215 $988K 0.12% +1,322 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,903 shares; 2024Q4: 1,628 shares; 2025Q1: 1,657 shares; 2025Q2: 1,617 shares; 2025Q3: 1,901 shares; 2025Q4: 2,113 shares 2,113 $984K 0.12% +212 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: 3,010 shares; 2024Q4: 2,698 shares; 2025Q1: 2,360 shares; 2025Q2: 2,335 shares; 2025Q3: 3,166 shares; 2025Q4: 3,177 shares 3,177 $979K 0.12% +11 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: 2,466 shares; 2024Q4: 4,096 shares; 2025Q1: 2,496 shares; 2025Q2: 3,496 shares; 2025Q3: 3,266 shares; 2025Q4: 3,241 shares 3,241 $976K 0.12% -25 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,461 shares; 2024Q4: 5,363 shares; 2025Q1: 5,304 shares; 2025Q2: 5,279 shares; 2025Q3: 6,359 shares; 2025Q4: 6,334 shares 6,334 $958K 0.12% -25 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: 6,660 shares; 2024Q4: 5,980 shares; 2025Q1: 7,416 shares; 2025Q2: 8,908 shares; 2025Q3: 9,239 shares; 2025Q4: 13,905 shares 13,905 $935K 0.12% +4,666 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,467 shares; 2024Q4: 33,598 shares; 2025Q1: 32,298 shares; 2025Q2: 36,642 shares; 2025Q3: 19,667 shares; 2025Q4: 16,639 shares 16,639 $928K 0.12% -3,028 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: 1,410 shares; 2024Q4: 2,960 shares; 2025Q1: 2,910 shares; 2025Q2: 2,905 shares; 2025Q3: 2,905 shares; 2025Q4: 2,823 shares 2,823 $924K 0.11% -82 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,449 shares; 2024Q4: 5,689 shares; 2025Q1: 7,114 shares; 2025Q2: 7,514 shares; 2025Q3: 7,219 shares; 2025Q4: 7,231 shares 7,231 $923K 0.11% +12 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153 shares; 2024Q4: 153 shares; 2025Q1: 168 shares; 2025Q2: 168 shares; 2025Q3: 242 shares; 2025Q4: 457 shares 457 $921K 0.11% +215 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: 2,653 shares; 2024Q4: 2,811 shares; 2025Q1: 2,764 shares; 2025Q2: 2,874 shares; 2025Q3: 2,836 shares; 2025Q4: 2,834 shares 2,834 $918K 0.11% -2 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: 2,145 shares; 2024Q4: 2,367 shares; 2025Q1: 2,367 shares; 2025Q2: 2,307 shares; 2025Q3: 2,307 shares; 2025Q4: 4,398 shares 4,398 $874K 0.11% +2,091 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,200 shares; 2025Q4: 7,825 shares 7,825 $864K 0.11% -375 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,779 shares; 2024Q4: 2,767 shares; 2025Q1: 2,376 shares; 2025Q2: 2,215 shares; 2025Q3: 2,032 shares; 2025Q4: 1,831 shares 1,831 $858K 0.11% -201 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: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 17,123 shares 17,123 $850K 0.11% +17,023 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,835 shares; 2024Q4: 4,275 shares; 2025Q1: 3,080 shares; 2025Q2: 2,440 shares; 2025Q3: 2,405 shares; 2025Q4: 2,360 shares 2,360 $850K 0.11% -45 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,640 shares; 2024Q4: 21,640 shares; 2025Q1: 21,640 shares; 2025Q2: 21,640 shares; 2025Q3: 23,845 shares; 2025Q4: 23,345 shares 23,345 $846K 0.11% -500 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 550 shares; 2024Q4: 550 shares; 2025Q1: 550 shares; 2025Q2: 5,500 shares; 2025Q3: 5,500 shares; 2025Q4: 5,500 shares 5,500 $843K 0.1% 0 Timeline SCZ 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: 4,237 shares; 2024Q4: 18,919 shares; 2025Q1: 13,594 shares; 2025Q2: 10,198 shares; 2025Q3: 10,198 shares; 2025Q4: 10,807 shares 10,807 $838K 0.1% +609 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: 6,808 shares; 2024Q4: 10,344 shares; 2025Q1: 10,445 shares; 2025Q2: 10,235 shares; 2025Q3: 9,565 shares; 2025Q4: 8,775 shares 8,775 $821K 0.1% -790 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: 9,380 shares; 2024Q4: 12,905 shares; 2025Q1: 12,230 shares; 2025Q2: 13,135 shares; 2025Q3: 13,135 shares; 2025Q4: 13,135 shares 13,135 $821K 0.1% 0 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,705 shares; 2024Q4: 4,261 shares; 2025Q1: 4,468 shares; 2025Q2: 5,048 shares; 2025Q3: 6,175 shares; 2025Q4: 5,386 shares 5,386 $810K 0.1% -789 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: 15,196 shares; 2024Q4: 10,156 shares; 2025Q1: 9,294 shares; 2025Q2: 8,619 shares; 2025Q3: 9,701 shares; 2025Q4: 9,503 shares 9,503 $800K 0.1% -198 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,922 shares 14,922 $800K 0.1% new Timeline PFF 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: 41,313 shares; 2024Q4: 40,062 shares; 2025Q1: 34,422 shares; 2025Q2: 29,922 shares; 2025Q3: 28,704 shares; 2025Q4: 25,219 shares 25,219 $781K 0.1% -3,485 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: 7,041 shares; 2024Q4: 6,724 shares; 2025Q1: 5,342 shares; 2025Q2: 4,941 shares; 2025Q3: 5,060 shares; 2025Q4: 4,445 shares 4,445 $780K 0.1% -615 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 620 shares; 2024Q4: 3,845 shares; 2025Q1: 3,718 shares; 2025Q2: 3,703 shares; 2025Q3: 3,678 shares; 2025Q4: 2,675 shares 2,675 $773K 0.1% -1,003 Timeline IJJ 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: 5,828 shares; 2024Q4: 5,828 shares; 2025Q1: 5,828 shares; 2025Q2: 5,828 shares; 2025Q3: 5,828 shares; 2025Q4: 5,828 shares 5,828 $767K 0.1% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,550 shares; 2024Q4: 3,550 shares; 2025Q1: 3,550 shares; 2025Q2: 3,550 shares; 2025Q3: 3,550 shares; 2025Q4: 3,535 shares 3,535 $744K 0.09% -15 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,065 shares; 2024Q4: 47,133 shares; 2025Q1: 46,065 shares; 2025Q2: 65,220 shares; 2025Q3: 56,490 shares; 2025Q4: 56,465 shares 56,465 $741K 0.09% -25 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,979 shares; 2024Q4: 3,318 shares; 2025Q1: 3,100 shares; 2025Q2: 2,470 shares; 2025Q3: 2,274 shares; 2025Q4: 2,508 shares 2,508 $728K 0.09% +234 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,362 shares; 2024Q4: 3,362 shares; 2025Q1: 3,302 shares; 2025Q2: 3,302 shares; 2025Q3: 3,502 shares; 2025Q4: 3,302 shares 3,302 $726K 0.09% -200 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: 808 shares; 2024Q4: 958 shares; 2025Q1: 954 shares; 2025Q2: 1,133 shares; 2025Q3: 1,256 shares; 2025Q4: 1,281 shares 1,281 $726K 0.09% +25 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,311 shares; 2024Q4: 2,206 shares; 2025Q1: 2,041 shares; 2025Q2: 2,271 shares; 2025Q3: 13,131 shares; 2025Q4: 10,703 shares 10,703 $719K 0.09% -2,428 Timeline FLUT FLUTTER ENTMT PLC More: the full row for FLUTTER ENTMT PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,003 shares; 2025Q1: 3,868 shares; 2025Q2: 3,983 shares; 2025Q3: 4,318 shares; 2025Q4: 3,330 shares 3,330 $716K 0.09% -988 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,979 shares; 2024Q4: 6,864 shares; 2025Q1: 6,719 shares; 2025Q2: 6,647 shares; 2025Q3: 6,592 shares; 2025Q4: 6,282 shares 6,282 $681K 0.08% -310 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: 2,877 shares; 2024Q4: 4,324 shares; 2025Q1: 4,213 shares; 2025Q2: 2,835 shares; 2025Q3: 2,391 shares; 2025Q4: 1,933 shares 1,933 $677K 0.08% -458 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,767 shares; 2024Q4: 5,762 shares; 2025Q1: 5,833 shares; 2025Q2: 5,757 shares; 2025Q3: 5,642 shares; 2025Q4: 5,670 shares 5,670 $665K 0.08% +28 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,559 shares; 2024Q4: 2,525 shares; 2025Q1: 2,525 shares; 2025Q2: 2,525 shares; 2025Q3: 2,525 shares; 2025Q4: 2,568 shares 2,568 $660K 0.08% +43 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: 2,625 shares; 2024Q4: 8,554 shares; 2025Q1: 10,569 shares; 2025Q2: 10,394 shares; 2025Q3: 14,069 shares; 2025Q4: 8,929 shares 8,929 $657K 0.08% -5,140 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: 48 shares; 2024Q4: 273 shares; 2025Q1: 303 shares; 2025Q2: 340 shares; 2025Q3: 5,790 shares; 2025Q4: 6,797 shares 6,797 $648K 0.08% +1,007 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: 418 shares; 2024Q4: 408 shares; 2025Q1: 413 shares; 2025Q2: 413 shares; 2025Q3: 413 shares; 2025Q4: 4,215 shares 4,215 $646K 0.08% +3,802 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,810 shares; 2024Q4: 7,724 shares; 2025Q1: 7,724 shares; 2025Q2: 7,724 shares; 2025Q3: 7,724 shares; 2025Q4: 7,749 shares 7,749 $643K 0.08% +25 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: 1,076 shares; 2024Q4: 1,068 shares; 2025Q1: 1,033 shares; 2025Q2: 1,876 shares; 2025Q3: 1,749 shares; 2025Q4: 2,054 shares 2,054 $624K 0.08% +305 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,672 shares; 2024Q4: 10,597 shares; 2025Q1: 10,498 shares; 2025Q2: 10,167 shares; 2025Q3: 11,642 shares; 2025Q4: 11,293 shares 11,293 $609K 0.08% -349 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: 9,152 shares; 2024Q4: 8,374 shares; 2025Q1: 8,239 shares; 2025Q2: 8,239 shares; 2025Q3: 8,239 shares; 2025Q4: 8,034 shares 8,034 $606K 0.08% -205 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: 5,109 shares; 2024Q4: 5,109 shares; 2025Q1: 5,109 shares; 2025Q2: 5,109 shares; 2025Q3: 5,109 shares; 2025Q4: 5,266 shares 5,266 $600K 0.07% +157 Timeline MZTI MARZETTI COMPANY More: the full row for MARZETTI COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,637 shares; 2025Q1: 3,637 shares; 2025Q2: 3,637 shares; 2025Q3: 3,637 shares; 2025Q4: 3,637 shares 3,637 $598K 0.07% 0 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,160 shares; 2024Q4: 4,735 shares; 2025Q1: 3,585 shares; 2025Q2: 3,385 shares; 2025Q3: 3,260 shares; 2025Q4: 3,020 shares 3,020 $595K 0.07% -240 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,543 shares; 2024Q4: 7,793 shares; 2025Q1: 7,568 shares; 2025Q2: 7,460 shares; 2025Q3: 7,435 shares; 2025Q4: 7,463 shares 7,463 $590K 0.07% +28 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,132 shares; 2024Q4: 25,576 shares; 2025Q1: 27,630 shares; 2025Q2: 28,668 shares; 2025Q3: 30,646 shares; 2025Q4: 30,011 shares 30,011 $587K 0.07% -635 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: 5,550 shares; 2024Q4: 5,300 shares; 2025Q1: 4,585 shares; 2025Q2: 3,996 shares; 2025Q3: 3,334 shares; 2025Q4: 3,300 shares 3,300 $587K 0.07% -34 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: 3,075 shares; 2024Q4: 2,975 shares; 2025Q1: 3,210 shares; 2025Q2: 3,428 shares; 2025Q3: 3,493 shares; 2025Q4: 2,795 shares 2,795 $582K 0.07% -698 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: 1,410 shares; 2024Q4: 4,344 shares; 2025Q1: 4,344 shares; 2025Q2: 4,344 shares; 2025Q3: 4,344 shares; 2025Q4: 4,313 shares 4,313 $572K 0.07% -31 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: 466 shares; 2024Q4: 576 shares; 2025Q1: 792 shares; 2025Q2: 787 shares; 2025Q3: 906 shares; 2025Q4: 902 shares 902 $562K 0.07% -4 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25 shares; 2024Q4: 3,225 shares; 2025Q1: 3,225 shares; 2025Q2: 2,725 shares; 2025Q3: 2,725 shares; 2025Q4: 2,725 shares 2,725 $560K 0.07% 0 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,108 shares; 2024Q4: 1,106 shares; 2025Q1: 1,081 shares; 2025Q2: 1,081 shares; 2025Q3: 1,081 shares; 2025Q4: 1,087 shares 1,087 $533K 0.07% +6 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,129 shares; 2024Q4: 2,086 shares; 2025Q1: 1,213 shares; 2025Q2: 1,253 shares; 2025Q3: 1,253 shares; 2025Q4: 1,217 shares 1,217 $519K 0.06% -36 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: 2,232 shares; 2024Q4: 2,157 shares; 2025Q1: 1,961 shares; 2025Q2: 1,717 shares; 2025Q3: 1,677 shares; 2025Q4: 1,662 shares 1,662 $519K 0.06% -15 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 405 shares; 2024Q4: 7,970 shares; 2025Q1: 7,970 shares; 2025Q2: 8,970 shares; 2025Q3: 17,786 shares; 2025Q4: 14,874 shares 14,874 $517K 0.06% -2,912 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,448 shares; 2024Q4: 2,086 shares; 2025Q1: 1,968 shares; 2025Q2: 1,924 shares; 2025Q3: 1,899 shares; 2025Q4: 1,892 shares 1,892 $513K 0.06% -7 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,646 shares; 2024Q4: 5,646 shares; 2025Q1: 5,646 shares; 2025Q2: 5,646 shares; 2025Q3: 5,646 shares; 2025Q4: 5,646 shares 5,646 $512K 0.06% 0 Timeline CATH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,850 shares; 2024Q4: 8,850 shares; 2025Q1: 8,850 shares; 2025Q2: 6,150 shares; 2025Q3: 6,150 shares; 2025Q4: 6,150 shares 6,150 $506K 0.06% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,838 shares; 2024Q4: 5,188 shares; 2025Q1: 5,088 shares; 2025Q2: 5,088 shares; 2025Q3: 5,088 shares; 2025Q4: 5,125 shares 5,125 $492K 0.06% +37 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,072 shares; 2024Q4: 28,959 shares; 2025Q1: 28,259 shares; 2025Q2: 26,209 shares; 2025Q3: 25,909 shares; 2025Q4: 18,659 shares 18,659 $486K 0.06% -7,250 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,150 shares; 2024Q4: 1,300 shares; 2025Q1: 2,325 shares; 2025Q2: 5,755 shares; 2025Q3: 6,070 shares; 2025Q4: 5,685 shares 5,685 $483K 0.06% -385 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: 5,179 shares; 2024Q4: 4,554 shares; 2025Q1: 4,509 shares; 2025Q2: 4,463 shares; 2025Q3: 4,323 shares; 2025Q4: 4,323 shares 4,323 $476K 0.06% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,365 shares; 2024Q4: 2,335 shares; 2025Q1: 2,367 shares; 2025Q2: 2,394 shares; 2025Q3: 2,378 shares; 2025Q4: 1,056 shares 1,056 $475K 0.06% -1,322 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,800 shares; 2024Q4: 3,104 shares; 2025Q1: 2,493 shares; 2025Q2: 2,403 shares; 2025Q3: 2,548 shares; 2025Q4: 1,791 shares 1,791 $459K 0.06% -757 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: 2,233 shares; 2024Q4: 2,383 shares; 2025Q1: 2,306 shares; 2025Q2: 2,146 shares; 2025Q3: 2,296 shares; 2025Q4: 2,296 shares 2,296 $458K 0.06% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,625 shares; 2024Q4: 2,737 shares; 2025Q1: 2,712 shares; 2025Q2: 2,712 shares; 2025Q3: 2,662 shares; 2025Q4: 2,663 shares 2,663 $433K 0.05% +1 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,243 shares; 2024Q4: 3,119 shares; 2025Q1: 2,660 shares; 2025Q2: 2,635 shares; 2025Q3: 2,635 shares; 2025Q4: 2,646 shares 2,646 $431K 0.05% +11 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 840 shares; 2024Q4: 2,415 shares; 2025Q1: 2,348 shares; 2025Q2: 2,348 shares; 2025Q3: 2,348 shares; 2025Q4: 2,355 shares 2,355 $429K 0.05% +7 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: 6,741 shares; 2024Q4: 6,492 shares; 2025Q1: 5,991 shares; 2025Q2: 6,091 shares; 2025Q3: 7,610 shares; 2025Q4: 7,810 shares 7,810 $428K 0.05% +200 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: 1,566 shares; 2024Q4: 3,314 shares; 2025Q1: 3,451 shares; 2025Q2: 3,441 shares; 2025Q3: 3,241 shares; 2025Q4: 3,255 shares 3,255 $420K 0.05% +14 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: 1,000 shares; 2024Q4: 2,433 shares; 2025Q1: 2,500 shares; 2025Q2: 2,520 shares; 2025Q3: 2,544 shares; 2025Q4: 2,684 shares 2,684 $415K 0.05% +140 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: 95 shares; 2024Q4: 1,820 shares; 2025Q1: 1,820 shares; 2025Q2: 1,820 shares; 2025Q3: 1,820 shares; 2025Q4: 1,820 shares 1,820 $406K 0.05% 0 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,640 shares; 2024Q4: 4,550 shares; 2025Q1: 4,550 shares; 2025Q2: 4,523 shares; 2025Q3: 5,018 shares; 2025Q4: 6,140 shares 6,140 $405K 0.05% +1,122 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183 shares; 2024Q4: 548 shares; 2025Q1: 953 shares; 2025Q2: 998 shares; 2025Q3: 1,083 shares; 2025Q4: 1,135 shares 1,135 $401K 0.05% +52 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: 774 shares; 2024Q4: 804 shares; 2025Q1: 529 shares; 2025Q2: 576 shares; 2025Q3: 836 shares; 2025Q4: 876 shares 876 $397K 0.05% +40 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 758 shares; 2024Q4: 758 shares; 2025Q1: 758 shares; 2025Q2: 758 shares; 2025Q3: 758 shares; 2025Q4: 769 shares 769 $393K 0.05% +11 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,029 shares; 2024Q4: 10,819 shares; 2025Q1: 10,824 shares; 2025Q2: 9,663 shares; 2025Q3: 9,823 shares; 2025Q4: 9,723 shares 9,723 $392K 0.05% -100 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,834 shares; 2024Q4: 3,557 shares; 2025Q1: 3,173 shares; 2025Q2: 3,112 shares; 2025Q3: 3,387 shares; 2025Q4: 2,986 shares 2,986 $390K 0.05% -401 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 445 shares; 2024Q4: 539 shares; 2025Q1: 564 shares; 2025Q2: 564 shares; 2025Q3: 574 shares; 2025Q4: 1,415 shares 1,415 $389K 0.05% +841 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,270 shares; 2024Q4: 4,230 shares; 2025Q1: 4,230 shares; 2025Q2: 4,230 shares; 2025Q3: 4,230 shares; 2025Q4: 4,257 shares 4,257 $371K 0.05% +27 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: 7,198 shares; 2024Q4: 10,973 shares; 2025Q1: 10,373 shares; 2025Q2: 10,373 shares; 2025Q3: 14,762 shares; 2025Q4: 14,815 shares 14,815 $368K 0.05% +53 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: 736 shares; 2024Q4: 736 shares; 2025Q1: 736 shares; 2025Q2: 737 shares; 2025Q3: 1,037 shares; 2025Q4: 1,137 shares 1,137 $367K 0.05% +100 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,596 shares; 2024Q4: 20,862 shares; 2025Q1: 7,597 shares; 2025Q2: 8,599 shares; 2025Q3: 8,295 shares; 2025Q4: 8,270 shares 8,270 $367K 0.05% -25 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,303 shares; 2024Q4: 1,359 shares; 2025Q1: 946 shares; 2025Q2: 971 shares; 2025Q3: 1,099 shares; 2025Q4: 1,046 shares 1,046 $367K 0.05% -53 Timeline IJK 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: 3,760 shares; 2024Q4: 3,760 shares; 2025Q1: 3,760 shares; 2025Q2: 3,760 shares; 2025Q3: 3,760 shares; 2025Q4: 3,760 shares 3,760 $364K 0.05% 0 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,050 shares; 2024Q4: 1,555 shares; 2025Q1: 1,805 shares; 2025Q2: 1,363 shares; 2025Q3: 1,368 shares; 2025Q4: 1,418 shares 1,418 $363K 0.05% +50 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,010 shares; 2024Q4: 22,770 shares; 2025Q1: 17,329 shares; 2025Q2: 15,231 shares; 2025Q3: 10,899 shares; 2025Q4: 9,355 shares 9,355 $359K 0.04% -1,544 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 720 shares; 2024Q4: 4,243 shares; 2025Q1: 4,183 shares; 2025Q2: 4,183 shares; 2025Q3: 4,175 shares; 2025Q4: 4,115 shares 4,115 $355K 0.04% -60 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,834 shares; 2024Q4: 2,034 shares; 2025Q1: 2,075 shares; 2025Q2: 2,075 shares; 2025Q3: 2,075 shares; 2025Q4: 2,269 shares 2,269 $351K 0.04% +194 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,155 shares; 2024Q4: 1,135 shares; 2025Q1: 3,905 shares; 2025Q2: 3,905 shares; 2025Q3: 3,830 shares; 2025Q4: 3,290 shares 3,290 $337K 0.04% -540 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: 2,368 shares; 2024Q4: 2,368 shares; 2025Q1: 2,368 shares; 2025Q2: 2,368 shares; 2025Q3: 2,472 shares; 2025Q4: 2,444 shares 2,444 $335K 0.04% -28 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,868 shares; 2024Q4: 1,868 shares; 2025Q1: 1,868 shares; 2025Q2: 1,868 shares; 2025Q3: 1,753 shares; 2025Q4: 1,769 shares 1,769 $333K 0.04% +16 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: 1,675 shares; 2024Q4: 1,770 shares; 2025Q1: 1,667 shares; 2025Q2: 1,615 shares; 2025Q3: 1,603 shares; 2025Q4: 1,524 shares 1,524 $331K 0.04% -79 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: 1,015 shares; 2024Q4: 990 shares; 2025Q1: 965 shares; 2025Q2: 925 shares; 2025Q3: 900 shares; 2025Q4: 876 shares 876 $324K 0.04% -24 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: 2,209 shares; 2024Q4: 2,250 shares; 2025Q1: 2,075 shares; 2025Q2: 2,109 shares; 2025Q3: 2,109 shares; 2025Q4: 2,055 shares 2,055 $317K 0.04% -54 Timeline SPGP 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: 2,700 shares; 2025Q1: 2,700 shares; 2025Q2: 2,700 shares; 2025Q3: 2,700 shares; 2025Q4: 2,700 shares 2,700 $307K 0.04% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,257 shares; 2024Q4: 6,257 shares; 2025Q1: 4,957 shares; 2025Q2: 4,900 shares; 2025Q3: 4,900 shares; 2025Q4: 4,900 shares 4,900 $306K 0.04% 0 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: 212 shares; 2024Q4: 1,446 shares; 2025Q1: 1,446 shares; 2025Q2: 1,387 shares; 2025Q3: 1,387 shares; 2025Q4: 1,387 shares 1,387 $294K 0.04% 0 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,200 shares; 2024Q4: 2,200 shares; 2025Q1: 2,200 shares; 2025Q2: 2,200 shares; 2025Q3: 2,200 shares; 2025Q4: 2,226 shares 2,226 $287K 0.04% +26 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,718 shares; 2024Q4: 1,718 shares; 2025Q1: 1,718 shares; 2025Q2: 1,718 shares; 2025Q3: 1,728 shares; 2025Q4: 1,798 shares 1,798 $286K 0.04% +70 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: 1,750 shares; 2024Q4: 1,750 shares; 2025Q1: 1,750 shares; 2025Q2: 1,750 shares; 2025Q3: 1,750 shares; 2025Q4: 1,750 shares 1,750 $282K 0.04% 0 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,289 shares; 2024Q4: 1,285 shares; 2025Q1: 4,961 shares; 2025Q2: 3,122 shares; 2025Q3: 3,192 shares; 2025Q4: 6,159 shares 6,159 $279K 0.03% +2,967 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: 221 shares; 2024Q4: 406 shares; 2025Q1: 580 shares; 2025Q2: 570 shares; 2025Q3: 1,110 shares; 2025Q4: 1,204 shares 1,204 $271K 0.03% +94 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,096 shares; 2024Q4: 6,096 shares; 2025Q1: 6,096 shares; 2025Q2: 6,096 shares; 2025Q3: 6,096 shares; 2025Q4: 6,096 shares 6,096 $271K 0.03% 0 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: 1,624 shares; 2024Q4: 1,544 shares; 2025Q1: 1,544 shares; 2025Q2: 1,484 shares; 2025Q3: 1,484 shares; 2025Q4: 1,484 shares 1,484 $269K 0.03% 0 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,059 shares; 2024Q4: 13,006 shares; 2025Q1: 12,956 shares; 2025Q2: 12,906 shares; 2025Q3: 13,636 shares; 2025Q4: 6,832 shares 6,832 $267K 0.03% -6,804 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: 9,987 shares; 2024Q4: 8,127 shares; 2025Q1: 7,674 shares; 2025Q2: 7,674 shares; 2025Q3: 3,354 shares; 2025Q4: 3,321 shares 3,321 $264K 0.03% -33 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: 1,155 shares; 2024Q4: 3,931 shares; 2025Q1: 2,776 shares; 2025Q2: 2,876 shares; 2025Q3: 2,876 shares; 2025Q4: 2,900 shares 2,900 $256K 0.03% +24 Timeline XNTK 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: 915 shares; 2024Q4: 915 shares; 2025Q1: 915 shares; 2025Q2: 915 shares; 2025Q3: 915 shares; 2025Q4: 915 shares 915 $254K 0.03% 0 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,414 shares; 2024Q4: 4,414 shares; 2025Q1: 4,739 shares; 2025Q2: 4,514 shares; 2025Q3: 11,149 shares; 2025Q4: 9,087 shares 9,087 $250K 0.03% -2,062 Timeline BSCY INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,389 shares; 2025Q3: 8,843 shares; 2025Q4: 11,869 shares 11,869 $249K 0.03% +3,026 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: 186 shares; 2024Q4: 216 shares; 2025Q1: 231 shares; 2025Q2: 286 shares; 2025Q3: 308 shares; 2025Q4: 315 shares 315 $243K 0.03% +7 Timeline PGX 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: 56,392 shares; 2024Q4: 45,760 shares; 2025Q1: 39,235 shares; 2025Q2: 34,710 shares; 2025Q3: 23,560 shares; 2025Q4: 21,535 shares 21,535 $242K 0.03% -2,025 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: 1,226 shares; 2024Q4: 3,252 shares; 2025Q1: 3,060 shares; 2025Q2: 2,870 shares; 2025Q3: 2,870 shares; 2025Q4: 2,420 shares 2,420 $242K 0.03% -450 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: 1,132 shares; 2024Q4: 2,107 shares; 2025Q1: 2,107 shares; 2025Q2: 2,107 shares; 2025Q3: 2,107 shares; 2025Q4: 4,482 shares 4,482 $241K 0.03% +2,375 Timeline VGT 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: 355 shares; 2024Q4: 339 shares; 2025Q1: 344 shares; 2025Q2: 316 shares; 2025Q3: 316 shares; 2025Q4: 316 shares 316 $238K 0.03% 0 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: 1,590 shares; 2024Q4: 1,716 shares; 2025Q1: 1,017 shares; 2025Q2: 1,017 shares; 2025Q3: 1,067 shares; 2025Q4: 1,989 shares 1,989 $238K 0.03% +922 Timeline BRBR BELLRING BRANDS INC More: the full row for BELLRING BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,800 shares; 2024Q4: 4,770 shares; 2025Q1: 11,820 shares; 2025Q2: 22,634 shares; 2025Q3: 28,294 shares; 2025Q4: 8,849 shares 8,849 $237K 0.03% -19,445 Timeline CIVI CIVITAS RESOURCES INC More: the full row for CIVITAS RESOURCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,840 shares; 2024Q4: 22,875 shares; 2025Q1: 21,125 shares; 2025Q2: 10,380 shares; 2025Q3: 10,380 shares; 2025Q4: 8,665 shares 8,665 $235K 0.03% -1,715 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: 2,795 shares; 2024Q4: 2,795 shares; 2025Q1: 2,795 shares; 2025Q2: 2,795 shares; 2025Q3: 2,865 shares; 2025Q4: 2,865 shares 2,865 $231K 0.03% 0 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,890 shares; 2024Q4: 6,640 shares; 2025Q1: 5,890 shares; 2025Q2: 5,890 shares; 2025Q3: 5,840 shares; 2025Q4: 5,840 shares 5,840 $230K 0.03% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,025 shares; 2024Q4: 1,990 shares; 2025Q1: 1,970 shares; 2025Q2: 1,970 shares; 2025Q3: 1,970 shares; 2025Q4: 1,992 shares 1,992 $230K 0.03% +22 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,474 shares; 2024Q4: 1,701 shares; 2025Q1: 1,703 shares; 2025Q2: 1,598 shares; 2025Q3: 1,529 shares; 2025Q4: 1,904 shares 1,904 $229K 0.03% +375 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,473 shares; 2024Q4: 2,586 shares; 2025Q1: 2,397 shares; 2025Q2: 2,513 shares; 2025Q3: 2,693 shares; 2025Q4: 5,352 shares 5,352 $228K 0.03% +2,659 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: 11,490 shares; 2024Q4: 13,190 shares; 2025Q1: 14,260 shares; 2025Q2: 5,295 shares; 2025Q3: 5,235 shares; 2025Q4: 4,472 shares 4,472 $228K 0.03% -763 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,939 shares; 2024Q4: 2,939 shares; 2025Q1: 2,939 shares; 2025Q2: 2,939 shares; 2025Q3: 3,439 shares; 2025Q4: 3,089 shares 3,089 $227K 0.03% -350 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,075 shares; 2025Q1: 5,100 shares; 2025Q2: 4,600 shares; 2025Q3: 4,600 shares; 2025Q4: 4,766 shares 4,766 $221K 0.03% +166 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: 2,981 shares; 2024Q4: 5,076 shares; 2025Q1: 5,076 shares; 2025Q2: 5,076 shares; 2025Q3: 4,584 shares; 2025Q4: 4,584 shares 4,584 $219K 0.03% 0 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,590 shares; 2024Q4: 2,550 shares; 2025Q1: 2,550 shares; 2025Q2: 2,550 shares; 2025Q3: 2,550 shares; 2025Q4: 2,550 shares 2,550 $217K 0.03% 0 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: 3,244 shares; 2024Q4: 3,244 shares; 2025Q1: 1,721 shares; 2025Q2: 1,538 shares; 2025Q3: 1,538 shares; 2025Q4: 1,538 shares 1,538 $217K 0.03% 0 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,925 shares; 2024Q4: 6,925 shares; 2025Q1: 6,725 shares; 2025Q2: 6,725 shares; 2025Q3: 6,725 shares; 2025Q4: 6,725 shares 6,725 $216K 0.03% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 278 shares; 2024Q4: 278 shares; 2025Q1: 433 shares; 2025Q2: 373 shares; 2025Q3: 373 shares; 2025Q4: 568 shares 568 $212K 0.03% +195 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: 3,859 shares; 2024Q4: 3,329 shares; 2025Q1: 2,858 shares; 2025Q2: 4,061 shares; 2025Q3: 4,061 shares; 2025Q4: 3,328 shares 3,328 $212K 0.03% -733 Timeline NFRA FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,615 shares; 2024Q4: 6,615 shares; 2025Q1: 5,330 shares; 2025Q2: 5,170 shares; 2025Q3: 5,020 shares; 2025Q4: 3,405 shares 3,405 $206K 0.03% -1,615 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,206 shares; 2024Q4: 4,206 shares; 2025Q1: 3,956 shares; 2025Q2: 3,806 shares; 2025Q3: 3,806 shares; 2025Q4: 3,840 shares 3,840 $203K 0.03% +34 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 2,949 shares; 2025Q1: 2,949 shares; 2025Q2: 2,949 shares; 2025Q3: 3,909 shares; 2025Q4: 4,189 shares 4,189 $200K 0.02% +280 Timeline SPSM 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: 4,233 shares; 2024Q4: 4,233 shares; 2025Q1: 4,233 shares; 2025Q2: 4,233 shares; 2025Q3: 4,233 shares; 2025Q4: 4,233 shares 4,233 $198K 0.02% 0 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: 1,331 shares; 2024Q4: 1,331 shares; 2025Q1: 1,331 shares; 2025Q2: 1,331 shares; 2025Q3: 1,331 shares; 2025Q4: 1,331 shares 1,331 $198K 0.02% 0 Timeline ONB OLD NATL BANCORP IND More: the full row for OLD NATL BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,206 shares; 2024Q4: 11,120 shares; 2025Q1: 8,645 shares; 2025Q2: 8,645 shares; 2025Q3: 11,613 shares; 2025Q4: 8,813 shares 8,813 $197K 0.02% -2,800 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: 4,009 shares; 2024Q4: 12,772 shares; 2025Q1: 12,468 shares; 2025Q2: 12,468 shares; 2025Q3: 11,150 shares; 2025Q4: 8,237 shares 8,237 $190K 0.02% -2,913 Timeline IYM 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: 1,320 shares; 2024Q4: 1,275 shares; 2025Q1: 1,235 shares; 2025Q2: 1,300 shares; 2025Q3: 1,245 shares; 2025Q4: 1,230 shares 1,230 $189K 0.02% -15 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 1,060 shares 1,060 $181K 0.02% +60 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,194 shares; 2024Q4: 4,289 shares; 2025Q1: 4,338 shares; 2025Q2: 4,338 shares; 2025Q3: 4,398 shares; 2025Q4: 4,483 shares 4,483 $180K 0.02% +85 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 395 shares; 2024Q4: 309 shares; 2025Q1: 309 shares; 2025Q2: 349 shares; 2025Q3: 349 shares; 2025Q4: 293 shares 293 $179K 0.02% -56 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 2,925 shares; 2025Q1: 2,925 shares; 2025Q2: 2,675 shares; 2025Q3: 2,675 shares; 2025Q4: 2,675 shares 2,675 $179K 0.02% 0 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,844 shares; 2024Q4: 2,844 shares; 2025Q1: 2,844 shares; 2025Q2: 2,844 shares; 2025Q3: 2,844 shares; 2025Q4: 2,844 shares 2,844 $177K 0.02% 0 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,300 shares; 2024Q4: 3,515 shares; 2025Q1: 3,515 shares; 2025Q2: 3,515 shares; 2025Q3: 3,665 shares; 2025Q4: 2,720 shares 2,720 $175K 0.02% -945 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,357 shares; 2024Q4: 2,257 shares; 2025Q1: 2,257 shares; 2025Q2: 2,257 shares; 2025Q3: 2,197 shares; 2025Q4: 2,205 shares 2,205 $174K 0.02% +8 Timeline VCLT 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: 5,654 shares; 2024Q4: 3,574 shares; 2025Q1: 2,974 shares; 2025Q2: 2,742 shares; 2025Q3: 2,392 shares; 2025Q4: 2,292 shares 2,292 $174K 0.02% -100 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,670 shares; 2025Q4: 2,670 shares 2,670 $173K 0.02% 0 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: 2,124 shares; 2024Q4: 2,199 shares; 2025Q1: 2,199 shares; 2025Q2: 2,199 shares; 2025Q3: 2,199 shares; 2025Q4: 2,239 shares 2,239 $172K 0.02% +40 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,150 shares; 2025Q3: 1,150 shares; 2025Q4: 1,650 shares 1,650 $172K 0.02% +500 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,430 shares 4,430 $171K 0.02% new Timeline DWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,415 shares; 2024Q4: 2,415 shares; 2025Q1: 2,415 shares; 2025Q2: 2,415 shares; 2025Q3: 2,415 shares; 2025Q4: 2,415 shares 2,415 $166K 0.02% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 630 shares; 2025Q1: 630 shares; 2025Q2: 625 shares; 2025Q3: 625 shares; 2025Q4: 616 shares 616 $162K 0.02% -9 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 375 shares; 2024Q4: 2,075 shares; 2025Q1: 2,075 shares; 2025Q2: 2,075 shares; 2025Q3: 1,175 shares; 2025Q4: 1,175 shares 1,175 $160K 0.02% 0 Timeline VFH 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: 1,536 shares; 2024Q4: 1,300 shares; 2025Q1: 1,236 shares; 2025Q2: 1,236 shares; 2025Q3: 1,236 shares; 2025Q4: 1,200 shares 1,200 $160K 0.02% -36 Timeline SPYG 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: 1,815 shares; 2024Q4: 1,815 shares; 2025Q1: 1,815 shares; 2025Q2: 1,815 shares; 2025Q3: 1,475 shares; 2025Q4: 1,475 shares 1,475 $157K 0.02% 0 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: 98 shares; 2024Q4: 1,376 shares; 2025Q1: 1,376 shares; 2025Q2: 1,376 shares; 2025Q3: 1,376 shares; 2025Q4: 1,876 shares 1,876 $157K 0.02% +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: 2,310 shares; 2024Q4: 2,220 shares; 2025Q1: 1,700 shares; 2025Q2: 1,675 shares; 2025Q3: 1,485 shares; 2025Q4: 1,470 shares 1,470 $154K 0.02% -15 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: 689 shares; 2024Q4: 724 shares; 2025Q1: 689 shares; 2025Q2: 689 shares; 2025Q3: 1,019 shares; 2025Q4: 1,033 shares 1,033 $154K 0.02% +14 Timeline BF-A BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 580 shares; 2024Q4: 3,580 shares; 2025Q1: 3,455 shares; 2025Q2: 3,455 shares; 2025Q3: 4,559 shares; 2025Q4: 5,828 shares 5,828 $153K 0.02% +1,269 Timeline IUSG 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: 907 shares 907 $152K 0.02% new Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,320 shares; 2024Q4: 1,285 shares; 2025Q1: 1,285 shares; 2025Q2: 1,285 shares; 2025Q3: 1,260 shares; 2025Q4: 1,476 shares 1,476 $149K 0.02% +216 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: 492 shares; 2024Q4: 492 shares; 2025Q1: 492 shares; 2025Q2: 492 shares; 2025Q3: 492 shares; 2025Q4: 502 shares 502 $149K 0.02% +10 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,354 shares; 2024Q4: 3,213 shares; 2025Q1: 2,627 shares; 2025Q2: 2,041 shares; 2025Q3: 1,488 shares; 2025Q4: 1,633 shares 1,633 $147K 0.02% +145 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,904 shares; 2024Q4: 2,018 shares; 2025Q1: 1,985 shares; 2025Q2: 1,980 shares; 2025Q3: 1,805 shares; 2025Q4: 1,787 shares 1,787 $147K 0.02% -18 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 925 shares; 2024Q4: 977 shares; 2025Q1: 1,417 shares; 2025Q2: 1,417 shares; 2025Q3: 1,365 shares; 2025Q4: 1,365 shares 1,365 $146K 0.02% 0 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,606 shares; 2024Q4: 1,483 shares; 2025Q1: 1,483 shares; 2025Q2: 1,483 shares; 2025Q3: 1,483 shares; 2025Q4: 1,560 shares 1,560 $143K 0.02% +77 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,738 shares; 2024Q4: 3,230 shares; 2025Q1: 3,078 shares; 2025Q2: 3,128 shares; 2025Q3: 3,043 shares; 2025Q4: 3,015 shares 3,015 $140K 0.02% -28 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,799 shares; 2024Q4: 1,780 shares; 2025Q1: 1,605 shares; 2025Q2: 1,605 shares; 2025Q3: 1,705 shares; 2025Q4: 1,775 shares 1,775 $138K 0.02% +70 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: 1,020 shares; 2024Q4: 1,324 shares; 2025Q1: 1,324 shares; 2025Q2: 1,324 shares; 2025Q3: 1,376 shares; 2025Q4: 1,471 shares 1,471 $137K 0.02% +95 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: 1,149 shares; 2024Q4: 1,132 shares; 2025Q1: 1,427 shares; 2025Q2: 1,452 shares; 2025Q3: 1,774 shares; 2025Q4: 1,149 shares 1,149 $135K 0.02% -625 Timeline VBK 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: 463 shares; 2024Q4: 463 shares; 2025Q1: 463 shares; 2025Q2: 463 shares; 2025Q3: 463 shares; 2025Q4: 447 shares 447 $135K 0.02% -16 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: 862 shares; 2024Q4: 862 shares; 2025Q1: 620 shares; 2025Q2: 731 shares; 2025Q3: 796 shares; 2025Q4: 721 shares 721 $134K 0.02% -75 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: 700 shares; 2024Q4: 700 shares; 2025Q1: 695 shares; 2025Q2: 695 shares; 2025Q3: 695 shares; 2025Q4: 679 shares 679 $132K 0.02% -16 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 469 shares; 2024Q4: 434 shares; 2025Q1: 369 shares; 2025Q2: 369 shares; 2025Q3: 344 shares; 2025Q4: 329 shares 329 $126K 0.02% -15 Timeline ACWX 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: 1,876 shares; 2024Q4: 1,876 shares; 2025Q1: 1,876 shares; 2025Q2: 1,876 shares; 2025Q3: 1,876 shares; 2025Q4: 1,876 shares 1,876 $126K 0.02% 0 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: 960 shares; 2024Q4: 960 shares; 2025Q1: 960 shares; 2025Q2: 960 shares; 2025Q3: 960 shares; 2025Q4: 960 shares 960 $124K 0.02% 0 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: not reported; 2025Q2: not reported; 2025Q3: 1,325 shares; 2025Q4: 899 shares 899 $124K 0.02% -426 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,290 shares; 2024Q4: 13,290 shares; 2025Q1: 12,790 shares; 2025Q2: 12,790 shares; 2025Q3: 12,727 shares; 2025Q4: 2,157 shares 2,157 $123K 0.02% -10,570 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,159 shares 2,159 $123K 0.02% new Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,371 shares; 2025Q3: 1,371 shares; 2025Q4: 1,371 shares 1,371 $123K 0.02% 0 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,493 shares; 2024Q4: 1,335 shares; 2025Q1: 568 shares; 2025Q2: 206 shares; 2025Q3: 206 shares; 2025Q4: 201 shares 201 $122K 0.02% -5 Timeline CSGS CSG SYS INTL INC More: the full row for CSG SYS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,570 shares; 2025Q1: 1,570 shares; 2025Q2: 1,570 shares; 2025Q3: 1,570 shares; 2025Q4: 1,570 shares 1,570 $120K 0.01% 0 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25 shares; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 55 shares; 2025Q3: 66 shares; 2025Q4: 256 shares 256 $120K 0.01% +190 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,615 shares; 2024Q4: 4,065 shares; 2025Q1: 5,390 shares; 2025Q2: 5,073 shares; 2025Q3: 4,848 shares; 2025Q4: 3,223 shares 3,223 $119K 0.01% -1,625 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: not reported; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 489 shares 489 $119K 0.01% +39 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: 593 shares; 2024Q4: 1,980 shares; 2025Q1: 1,906 shares; 2025Q2: 1,906 shares; 2025Q3: 1,703 shares; 2025Q4: 1,244 shares 1,244 $118K 0.01% -459 Timeline VVV VALVOLINE INC More: the full row for VALVOLINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 863 shares; 2024Q4: 4,003 shares; 2025Q1: 4,003 shares; 2025Q2: 4,003 shares; 2025Q3: 4,003 shares; 2025Q4: 4,003 shares 4,003 $116K 0.01% 0 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,746 shares; 2024Q4: 2,176 shares; 2025Q1: 2,176 shares; 2025Q2: 2,176 shares; 2025Q3: 1,926 shares; 2025Q4: 1,979 shares 1,979 $116K 0.01% +53 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,250 shares; 2024Q4: 4,580 shares; 2025Q1: 3,819 shares; 2025Q2: 3,744 shares; 2025Q3: 3,069 shares; 2025Q4: 3,162 shares 3,162 $116K 0.01% +93 Timeline SPXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,200 shares; 2024Q4: 1,175 shares; 2025Q1: 900 shares; 2025Q2: 650 shares; 2025Q3: 600 shares; 2025Q4: 525 shares 525 $116K 0.01% -75 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,100 shares; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 1,050 shares; 2025Q3: 1,050 shares; 2025Q4: 1,050 shares 1,050 $116K 0.01% 0 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,875 shares; 2024Q4: 3,375 shares; 2025Q1: 2,475 shares; 2025Q2: 2,400 shares; 2025Q3: 1,550 shares; 2025Q4: 1,425 shares 1,425 $113K 0.01% -125 Timeline MCRI MONARCH CASINO & RESORT INC More: the full row for MONARCH CASINO & RESORT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,173 shares; 2025Q1: 1,173 shares; 2025Q2: 1,173 shares; 2025Q3: 1,173 shares; 2025Q4: 1,173 shares 1,173 $112K 0.01% 0 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 740 shares; 2025Q3: 740 shares; 2025Q4: 824 shares 824 $111K 0.01% +84 Timeline PZA 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: 5,800 shares; 2024Q4: 2,363 shares; 2025Q1: 5,540 shares; 2025Q2: 4,872 shares; 2025Q3: 4,690 shares; 2025Q4: 4,690 shares 4,690 $109K 0.01% 0 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: 725 shares; 2024Q4: 720 shares; 2025Q1: 590 shares; 2025Q2: 590 shares; 2025Q3: 590 shares; 2025Q4: 590 shares 590 $109K 0.01% 0 Timeline ITM 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: 2,268 shares 2,268 $107K 0.01% new Timeline IVOO 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: not reported; 2024Q4: 948 shares; 2025Q1: 948 shares; 2025Q2: 948 shares; 2025Q3: 948 shares; 2025Q4: 948 shares 948 $106K 0.01% 0 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 265 shares; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 105 shares; 2025Q3: 105 shares; 2025Q4: 87 shares 87 $106K 0.01% -18 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,383 shares 1,383 $104K 0.01% new 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: 10 shares; 2024Q4: 175 shares; 2025Q1: 125 shares; 2025Q2: 125 shares; 2025Q3: 650 shares; 2025Q4: 453 shares 453 $103K 0.01% -197 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,299 shares; 2025Q1: 1,299 shares; 2025Q2: 1,299 shares; 2025Q3: 1,299 shares; 2025Q4: 1,327 shares 1,327 $103K 0.01% +28 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 275 shares; 2024Q4: 275 shares; 2025Q1: 285 shares; 2025Q2: 285 shares; 2025Q3: 285 shares; 2025Q4: 359 shares 359 $102K 0.01% +74 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $102K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 401 shares 401 $100K 0.01% new 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: 153 shares; 2024Q4: 175 shares; 2025Q1: 150 shares; 2025Q2: 135 shares; 2025Q3: 135 shares; 2025Q4: 146 shares 146 $96.7K 0.01% +11 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192 shares; 2024Q4: 1,417 shares; 2025Q1: 1,417 shares; 2025Q2: 1,392 shares; 2025Q3: 1,392 shares; 2025Q4: 1,423 shares 1,423 $95.4K 0.01% +31 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 517 shares; 2025Q1: 517 shares; 2025Q2: 517 shares; 2025Q3: 517 shares; 2025Q4: 517 shares 517 $93.3K 0.01% 0 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,721 shares; 2024Q4: 7,587 shares; 2025Q1: 5,972 shares; 2025Q2: 4,922 shares; 2025Q3: 1,422 shares; 2025Q4: 1,337 shares 1,337 $92.9K 0.01% -85 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 333 shares; 2024Q4: 333 shares; 2025Q1: 333 shares; 2025Q2: 341 shares; 2025Q3: 451 shares; 2025Q4: 496 shares 496 $92.1K 0.01% +45 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 240 shares; 2024Q4: 240 shares; 2025Q1: 240 shares; 2025Q2: 230 shares; 2025Q3: 230 shares; 2025Q4: 236 shares 236 $91.8K 0.01% +6 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,369 shares; 2024Q4: 3,369 shares; 2025Q1: 3,369 shares; 2025Q2: 3,369 shares; 2025Q3: 3,369 shares; 2025Q4: 3,369 shares 3,369 $91.3K 0.01% 0 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,900 shares; 2024Q4: 1,900 shares; 2025Q1: 2,024 shares; 2025Q2: 2,024 shares; 2025Q3: 2,024 shares; 2025Q4: 2,081 shares 2,081 $90.7K 0.01% +57 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: 1,060 shares; 2025Q1: 1,062 shares; 2025Q2: 1,062 shares; 2025Q3: 1,366 shares; 2025Q4: 1,104 shares 1,104 $89.6K 0.01% -262 Timeline ASH ASHLAND INC More: the full row for ASHLAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 370 shares; 2024Q4: 1,489 shares; 2025Q1: 1,489 shares; 2025Q2: 1,489 shares; 2025Q3: 1,489 shares; 2025Q4: 1,489 shares 1,489 $87.4K 0.01% 0 Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $87.2K 0.01% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 750 shares; 2025Q4: 709 shares 709 $87K 0.01% -41 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: 2,245 shares; 2024Q4: 2,870 shares; 2025Q1: 2,800 shares; 2025Q2: 2,800 shares; 2025Q3: 2,800 shares; 2025Q4: 1,477 shares 1,477 $86.2K 0.01% -1,323 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: 69 shares; 2024Q4: 87 shares; 2025Q1: 87 shares; 2025Q2: 85 shares; 2025Q3: 98 shares; 2025Q4: 98 shares 98 $86.1K 0.01% 0 Timeline USIG 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: 751 shares; 2024Q4: 2,427 shares; 2025Q1: 2,427 shares; 2025Q2: 2,427 shares; 2025Q3: 2,192 shares; 2025Q4: 1,622 shares 1,622 $84K 0.01% -570 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: 3,460 shares; 2024Q4: 2,560 shares; 2025Q1: 2,560 shares; 2025Q2: 2,560 shares; 2025Q3: 2,510 shares; 2025Q4: 1,649 shares 1,649 $83.8K 0.01% -861 Timeline SPHQ 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: 464 shares; 2025Q3: 464 shares; 2025Q4: 1,114 shares 1,114 $83.6K 0.01% +650 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: 948 shares; 2024Q4: 948 shares; 2025Q1: 948 shares; 2025Q2: 948 shares; 2025Q3: 948 shares; 2025Q4: 948 shares 948 $83K 0.01% 0 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 405 shares; 2025Q3: 450 shares; 2025Q4: 580 shares 580 $82.7K 0.01% +130 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares 300 $82.5K 0.01% 0 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,266 shares; 2024Q4: 3,566 shares; 2025Q1: 10,566 shares; 2025Q2: 9,644 shares; 2025Q3: 9,644 shares; 2025Q4: 8,252 shares 8,252 $82.4K 0.01% -1,392 Timeline GAP GAP INC More: the full row for GAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,200 shares; 2025Q1: 3,200 shares; 2025Q2: 3,200 shares; 2025Q3: 3,200 shares; 2025Q4: 3,200 shares 3,200 $81.9K 0.01% 0 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,206 shares; 2024Q4: 1,206 shares; 2025Q1: 856 shares; 2025Q2: 756 shares; 2025Q3: 756 shares; 2025Q4: 756 shares 756 $79.7K 0.01% 0 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: 870 shares; 2024Q4: 745 shares; 2025Q1: 733 shares; 2025Q2: 858 shares; 2025Q3: 654 shares; 2025Q4: 662 shares 662 $79.3K 0.01% +8 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,038 shares; 2024Q4: 2,038 shares; 2025Q1: 1,688 shares; 2025Q2: 1,688 shares; 2025Q3: 1,688 shares; 2025Q4: 1,688 shares 1,688 $79K 0.01% 0 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,960 shares; 2024Q4: 1,960 shares; 2025Q1: 1,960 shares; 2025Q2: 1,710 shares; 2025Q3: 1,710 shares; 2025Q4: 1,739 shares 1,739 $77.9K 0.01% +29 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 645 shares; 2024Q4: 630 shares; 2025Q1: 630 shares; 2025Q2: 630 shares; 2025Q3: 630 shares; 2025Q4: 874 shares 874 $77.7K 0.01% +244 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 211 shares; 2024Q4: 2,152 shares; 2025Q1: 1,941 shares; 2025Q2: 1,941 shares; 2025Q3: 3,141 shares; 2025Q4: 3,141 shares 3,141 $76.2K 0.01% 0 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,394 shares; 2024Q4: 849 shares; 2025Q1: 1,175 shares; 2025Q2: 1,075 shares; 2025Q3: 1,025 shares; 2025Q4: 1,025 shares 1,025 $75.5K 0.01% 0 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 644 shares; 2024Q4: 644 shares; 2025Q1: 644 shares; 2025Q2: 644 shares; 2025Q3: 644 shares; 2025Q4: 660 shares 660 $74.5K 0.01% +16 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: 288 shares; 2024Q4: 247 shares; 2025Q1: 247 shares; 2025Q2: 247 shares; 2025Q3: 247 shares; 2025Q4: 254 shares 254 $73.7K 0.01% +7 Timeline AIVL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 775 shares; 2024Q4: 775 shares; 2025Q1: 775 shares; 2025Q2: 775 shares; 2025Q3: 625 shares; 2025Q4: 625 shares 625 $71.9K 0.01% 0 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 593 shares; 2024Q4: 593 shares; 2025Q1: 678 shares; 2025Q2: 678 shares; 2025Q3: 678 shares; 2025Q4: 713 shares 713 $71.2K 0.01% +35 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: 901 shares; 2024Q4: 901 shares; 2025Q1: 811 shares; 2025Q2: 811 shares; 2025Q3: 811 shares; 2025Q4: 811 shares 811 $70.8K 0.01% 0 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,641 shares; 2024Q4: 1,569 shares; 2025Q1: 1,569 shares; 2025Q2: 1,707 shares; 2025Q3: 1,347 shares; 2025Q4: 1,399 shares 1,399 $68.6K 0.01% +52 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: not reported; 2024Q4: 250 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,129 shares 1,129 $67.7K 0.01% new Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,230 shares; 2024Q4: 4,565 shares; 2025Q1: 2,130 shares; 2025Q2: 1,730 shares; 2025Q3: 550 shares; 2025Q4: 550 shares 550 $67.7K 0.01% 0 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: 550 shares; 2024Q4: 550 shares; 2025Q1: 550 shares; 2025Q2: 625 shares; 2025Q3: 525 shares; 2025Q4: 525 shares 525 $64.7K 0.01% 0 Timeline RBCAA REPUBLIC BANCORP INC KY More: the full row for REPUBLIC BANCORP INC KY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,675 shares; 2024Q4: 1,675 shares; 2025Q1: 925 shares; 2025Q2: 925 shares; 2025Q3: 925 shares; 2025Q4: 925 shares 925 $63.8K 0.01% 0 Timeline MGY MAGNOLIA OIL & GAS CORP More: the full row for MAGNOLIA OIL & GAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,300 shares; 2024Q4: 6,250 shares; 2025Q1: 3,500 shares; 2025Q2: 2,900 shares; 2025Q3: 2,900 shares; 2025Q4: 2,900 shares 2,900 $63.5K 0.01% 0 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 275 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 296 shares 296 $63.4K 0.01% +46 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 325 shares; 2024Q4: 325 shares; 2025Q1: 325 shares; 2025Q2: 325 shares; 2025Q3: 325 shares; 2025Q4: 325 shares 325 $63.1K 0.01% 0 Timeline AEG AEGON LTD More: the full row for AEGON 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: 8,000 shares; 2025Q4: 8,000 shares 8,000 $61.7K 0.01% 0 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 711 shares; 2025Q1: 697 shares; 2025Q2: 547 shares; 2025Q3: 547 shares; 2025Q4: 497 shares 497 $60.5K 0.01% -50 Timeline VGK 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: 852 shares; 2024Q4: 720 shares; 2025Q1: 720 shares; 2025Q2: 720 shares; 2025Q3: 720 shares; 2025Q4: 720 shares 720 $60.2K 0.01% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,578 shares; 2024Q4: 6,053 shares; 2025Q1: 4,279 shares; 2025Q2: 4,004 shares; 2025Q3: 3,517 shares; 2025Q4: 2,014 shares 2,014 $60.2K 0.01% -1,503 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 634 shares; 2024Q4: 609 shares; 2025Q1: 609 shares; 2025Q2: 584 shares; 2025Q3: 584 shares; 2025Q4: 584 shares 584 $60K 0.01% 0 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 355 shares; 2024Q4: 355 shares; 2025Q1: 355 shares; 2025Q2: 355 shares; 2025Q3: 355 shares; 2025Q4: 355 shares 355 $58.9K 0.01% 0 Timeline GABC GERMAN AMERN BANCORP INC More: the full row for GERMAN AMERN BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,919 shares; 2024Q4: 1,919 shares; 2025Q1: 1,800 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares 1,500 $58.8K 0.01% 0 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 649 shares; 2024Q4: 625 shares; 2025Q1: 275 shares; 2025Q2: 270 shares; 2025Q3: 270 shares; 2025Q4: 270 shares 270 $57.2K 0.01% 0 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 880 shares; 2024Q4: 880 shares; 2025Q1: 880 shares; 2025Q2: 880 shares; 2025Q3: 880 shares; 2025Q4: 880 shares 880 $56.6K 0.01% 0 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 545 shares; 2025Q1: 545 shares; 2025Q2: 545 shares; 2025Q3: 545 shares; 2025Q4: 545 shares 545 $56.5K 0.01% 0 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,022 shares; 2025Q1: 1,022 shares; 2025Q2: 1,022 shares; 2025Q3: 1,022 shares; 2025Q4: 1,022 shares 1,022 $53.6K 0.01% 0 Timeline CWB 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: 660 shares; 2024Q4: 660 shares; 2025Q1: 660 shares; 2025Q2: 660 shares; 2025Q3: 600 shares; 2025Q4: 600 shares 600 $53.5K 0.01% 0 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 630 shares; 2024Q4: 1,043 shares; 2025Q1: 963 shares; 2025Q2: 638 shares; 2025Q3: 408 shares; 2025Q4: 423 shares 423 $53.2K 0.01% +15 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 550 shares; 2024Q4: 850 shares; 2025Q1: 850 shares; 2025Q2: 850 shares; 2025Q3: 850 shares; 2025Q4: 888 shares 888 $50.1K 0.01% +38 Timeline BOOT BOOT BARN HLDGS INC More: the full row for BOOT BARN 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: not reported; 2025Q3: 280 shares; 2025Q4: 280 shares 280 $49.4K 0.01% 0 Timeline TDS TELEPHONE & DATA SYS INC More: the full row for TELEPHONE & DATA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares 1,200 $49.2K 0.01% 0 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 864 shares; 2024Q4: 864 shares; 2025Q1: 864 shares; 2025Q2: 864 shares; 2025Q3: 864 shares; 2025Q4: 864 shares 864 $45.7K 0.01% 0 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182 shares; 2024Q4: 407 shares; 2025Q1: 407 shares; 2025Q2: 407 shares; 2025Q3: 357 shares; 2025Q4: 357 shares 357 $45.2K 0.01% 0 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: not reported; 2025Q3: 900 shares; 2025Q4: 900 shares 900 $45K 0.01% 0 Timeline BCE BCE INC More: the full row for BCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,085 shares; 2024Q4: 2,085 shares; 2025Q1: 2,085 shares; 2025Q2: 2,085 shares; 2025Q3: 2,085 shares; 2025Q4: 1,855 shares 1,855 $44.2K 0.01% -230 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 475 shares; 2024Q4: 475 shares; 2025Q1: 475 shares; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 450 shares 450 $43.7K 0.01% 0 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 519 shares; 2024Q4: 519 shares; 2025Q1: 444 shares; 2025Q2: 436 shares; 2025Q3: 436 shares; 2025Q4: 436 shares 436 $43.5K 0.01% 0 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $42.9K 0.01% 0 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,380 shares; 2024Q4: 34,651 shares; 2025Q1: 20,115 shares; 2025Q2: 5,450 shares; 2025Q3: 1,015 shares; 2025Q4: 915 shares 915 $42K 0.01% -100 Timeline JEPQ 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: 2,720 shares; 2024Q4: 2,720 shares; 2025Q1: 10,520 shares; 2025Q2: 10,520 shares; 2025Q3: 10,520 shares; 2025Q4: 720 shares 720 $41.8K 0.01% -9,800 Timeline FBT 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: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares 200 $41.3K 0.01% 0 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 556 shares; 2024Q4: 556 shares; 2025Q1: 556 shares; 2025Q2: 556 shares; 2025Q3: 556 shares; 2025Q4: 556 shares 556 $40.3K 0.01% 0 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,760 shares; 2024Q4: 1,760 shares; 2025Q1: 1,223 shares; 2025Q2: 957 shares; 2025Q3: 507 shares; 2025Q4: 507 shares 507 $40.2K <0.01% 0 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: 125 shares; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 139 shares 139 $39.9K <0.01% +14 Timeline IJT 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: 280 shares; 2024Q4: 280 shares; 2025Q1: 280 shares; 2025Q2: 280 shares; 2025Q3: 280 shares; 2025Q4: 280 shares 280 $39.5K <0.01% 0 Timeline UNF UNIFIRST CORP MASS More: the full row for UNIFIRST CORP MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares 200 $38.6K <0.01% 0 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80 shares; 2024Q4: 88 shares; 2025Q1: 88 shares; 2025Q2: 88 shares; 2025Q3: 88 shares; 2025Q4: 80 shares 80 $38.4K <0.01% -8 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,294 shares; 2024Q4: 1,212 shares; 2025Q1: 1,212 shares; 2025Q2: 1,212 shares; 2025Q3: 1,212 shares; 2025Q4: 1,212 shares 1,212 $37K <0.01% 0 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 592 shares; 2024Q4: 931 shares; 2025Q1: 90 shares; 2025Q2: 130 shares; 2025Q3: 130 shares; 2025Q4: 125 shares 125 $36.7K <0.01% -5 Timeline TDC TERADATA CORP DEL More: the full row for TERADATA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares 1,200 $36.5K <0.01% 0 Timeline IJS 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: 318 shares; 2024Q4: 318 shares; 2025Q1: 318 shares; 2025Q2: 318 shares; 2025Q3: 318 shares; 2025Q4: 318 shares 318 $36.2K <0.01% 0 Timeline GEM GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 850 shares; 2025Q3: 850 shares; 2025Q4: 850 shares 850 $35.4K <0.01% 0 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 505 shares; 2024Q4: 505 shares; 2025Q1: 505 shares; 2025Q2: 280 shares; 2025Q3: 280 shares; 2025Q4: 506 shares 506 $35.1K <0.01% +226 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares 200 $34.7K <0.01% 0 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,177 shares; 2024Q4: 2,202 shares; 2025Q1: 2,149 shares; 2025Q2: 5,945 shares; 2025Q3: 1,779 shares; 2025Q4: 1,484 shares 1,484 $34.7K <0.01% -295 Timeline EYLD CAMBRIA ETF TR More: the full row for CAMBRIA 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: 900 shares; 2025Q3: 900 shares; 2025Q4: 900 shares 900 $34.5K <0.01% 0 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: 200 shares; 2024Q4: 598 shares; 2025Q1: 534 shares; 2025Q2: 534 shares; 2025Q3: 466 shares; 2025Q4: 336 shares 336 $34.2K <0.01% -130 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares 10 $33.9K <0.01% 0 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 633 shares; 2024Q4: 633 shares; 2025Q1: 633 shares; 2025Q2: 633 shares; 2025Q3: 633 shares; 2025Q4: 533 shares 533 $33.6K <0.01% -100 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,066 shares 1,066 $33.3K <0.01% +66 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 380 shares; 2024Q4: 380 shares; 2025Q1: 380 shares; 2025Q2: 380 shares; 2025Q3: 380 shares; 2025Q4: 380 shares 380 $33.1K <0.01% 0 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 485 shares; 2024Q4: 485 shares; 2025Q1: 485 shares; 2025Q2: 485 shares; 2025Q3: 485 shares; 2025Q4: 485 shares 485 $32.7K <0.01% 0 Timeline HYD 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: 635 shares; 2024Q4: 635 shares; 2025Q1: 635 shares; 2025Q2: 635 shares; 2025Q3: 635 shares; 2025Q4: 635 shares 635 $32.5K <0.01% 0 Timeline RDY DR REDDYS LABS LTD More: the full row for DR REDDYS LABS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 555 shares; 2024Q4: 2,775 shares; 2025Q1: 2,275 shares; 2025Q2: 2,275 shares; 2025Q3: 2,275 shares; 2025Q4: 2,275 shares 2,275 $31.9K <0.01% 0 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: 1,714 shares; 2024Q4: 500 shares; 2025Q1: 734 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares 500 $31.9K <0.01% 0 Timeline SCHP 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: 600 shares; 2024Q4: 1,242 shares; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: 1,200 shares 1,200 $31.8K <0.01% -100 Timeline IVZ INVESCO LTD More: the full row for INVESCO 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: 1,210 shares; 2025Q3: 1,210 shares; 2025Q4: 1,210 shares 1,210 $31.8K <0.01% 0 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,202 shares; 2024Q4: 1,202 shares; 2025Q1: 1,202 shares; 2025Q2: 1,202 shares; 2025Q3: 1,202 shares; 2025Q4: 1,202 shares 1,202 $31.6K <0.01% 0 Timeline MMU WESTERN ASSET MANAGED MUNS F More: the full row for WESTERN ASSET MANAGED MUNS F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares 3,000 $31.3K <0.01% 0 Timeline SCHC 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 684 shares 684 $31.1K <0.01% new Timeline SUI SUN CMNTYS INC More: the full row for SUN CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 295 shares; 2024Q4: 295 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares 250 $31K <0.01% 0 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: 2,084 shares; 2024Q4: 2,084 shares; 2025Q1: 2,084 shares; 2025Q2: 2,084 shares; 2025Q3: 2,084 shares; 2025Q4: 2,084 shares 2,084 $30.9K <0.01% 0 Timeline BOND 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: 346 shares; 2024Q4: 346 shares; 2025Q1: 346 shares; 2025Q2: 325 shares; 2025Q3: 325 shares; 2025Q4: 325 shares 325 $30.3K <0.01% 0 Timeline JSMD JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 369 shares; 2025Q3: 369 shares; 2025Q4: 369 shares 369 $30.1K <0.01% 0 Timeline TFLO 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: 74 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 596 shares; 2025Q3: 596 shares; 2025Q4: 596 shares 596 $30.1K <0.01% 0 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160 shares; 2024Q4: 160 shares; 2025Q1: 160 shares; 2025Q2: 988 shares; 2025Q3: 835 shares; 2025Q4: 635 shares 635 $29.9K <0.01% -200 Timeline SCHH 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: 90 shares; 2024Q4: 90 shares; 2025Q1: 2,321 shares; 2025Q2: 2,321 shares; 2025Q3: 2,321 shares; 2025Q4: 1,419 shares 1,419 $29.6K <0.01% -902 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 152 shares 152 $29K <0.01% new Timeline MRTN MARTEN TRANS LTD More: the full row for MARTEN TRANS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,536 shares; 2025Q1: 2,536 shares; 2025Q2: 2,536 shares; 2025Q3: 2,536 shares; 2025Q4: 2,536 shares 2,536 $28.9K <0.01% 0 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 517 shares; 2024Q4: 517 shares; 2025Q1: 517 shares; 2025Q2: 517 shares; 2025Q3: 517 shares; 2025Q4: 593 shares 593 $28.7K <0.01% +76 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28 shares; 2024Q4: 28 shares; 2025Q1: 63 shares; 2025Q2: 63 shares; 2025Q3: 103 shares; 2025Q4: 183 shares 183 $28.6K <0.01% +80 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 190 shares; 2025Q1: 190 shares; 2025Q2: 190 shares; 2025Q3: 190 shares; 2025Q4: 190 shares 190 $28.5K <0.01% 0 Timeline QABA 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: 700 shares; 2024Q4: 700 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares 500 $28.3K <0.01% 0 Timeline HTH HILLTOP HLDGS INC More: the full row for HILLTOP HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 830 shares; 2025Q1: 830 shares; 2025Q2: 830 shares; 2025Q3: 830 shares; 2025Q4: 830 shares 830 $28.2K <0.01% 0 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares 100 $27.9K <0.01% 0 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 429 shares 429 $27.5K <0.01% +29 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: 5 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 5 shares 5 $26.8K <0.01% +1 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 450 shares; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 450 shares 450 $26.4K <0.01% 0 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: 545 shares; 2024Q4: 635 shares; 2025Q1: 635 shares; 2025Q2: 635 shares; 2025Q3: 545 shares; 2025Q4: 545 shares 545 $26.2K <0.01% 0 Timeline FYLD CAMBRIA ETF TR More: the full row for CAMBRIA 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: 776 shares; 2025Q3: 776 shares; 2025Q4: 776 shares 776 $25.2K <0.01% 0 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 400 shares; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 475 shares 475 $25.2K <0.01% +25 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 117 shares; 2025Q1: 117 shares; 2025Q2: 117 shares; 2025Q3: 117 shares; 2025Q4: 117 shares 117 $25K <0.01% 0 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: 14,930 shares; 2024Q4: 11,156 shares; 2025Q1: 560 shares; 2025Q2: 560 shares; 2025Q3: 560 shares; 2025Q4: 671 shares 671 $24.8K <0.01% +111 Timeline WU WESTERN UN CO More: the full row for WESTERN UN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,650 shares; 2025Q1: 2,650 shares; 2025Q2: 2,650 shares; 2025Q3: 2,650 shares; 2025Q4: 2,650 shares 2,650 $24.7K <0.01% 0 Timeline MOAT 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: 700 shares; 2025Q4: 234 shares 234 $24.2K <0.01% -466 Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 670 shares; 2025Q1: 670 shares; 2025Q2: 670 shares; 2025Q3: 670 shares; 2025Q4: 670 shares 670 $24.1K <0.01% 0 Timeline VLUE 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: 176 shares 176 $24.1K <0.01% new 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: 1,070 shares; 2024Q4: 1,070 shares; 2025Q1: 1,070 shares; 2025Q2: 1,070 shares; 2025Q3: 670 shares; 2025Q4: 670 shares 670 $23.5K <0.01% 0 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares 400 $23.4K <0.01% 0 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares 50 $22.7K <0.01% 0 Timeline AAXJ 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: 242 shares; 2024Q4: 242 shares; 2025Q1: 242 shares; 2025Q2: 242 shares; 2025Q3: 242 shares; 2025Q4: 242 shares 242 $22.5K <0.01% 0 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 600 shares; 2025Q4: 600 shares 600 $21.9K <0.01% 0 Timeline VT 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: not reported; 2024Q4: not reported; 2025Q1: 155 shares; 2025Q2: 155 shares; 2025Q3: 155 shares; 2025Q4: 155 shares 155 $21.9K <0.01% 0 Timeline SKYY 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 165 shares 165 $21.5K <0.01% new Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $20.6K <0.01% 0 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: 60 shares; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 75 shares 75 $20.5K <0.01% +15 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,323 shares; 2024Q4: 2,307 shares; 2025Q1: 2,307 shares; 2025Q2: 1,069 shares; 2025Q3: 719 shares; 2025Q4: 683 shares 683 $19.7K <0.01% -36 Timeline JNK 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: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares 200 $19.4K <0.01% 0 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 193 shares; 2025Q2: 193 shares; 2025Q3: 193 shares; 2025Q4: 193 shares 193 $19.2K <0.01% 0 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 327 shares 327 $18.8K <0.01% +27 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,400 shares; 2024Q4: 3,784 shares; 2025Q1: 595 shares; 2025Q2: 376 shares; 2025Q3: 221 shares; 2025Q4: 136 shares 136 $18.8K <0.01% -85 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: 155 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 109 shares 109 $17.8K <0.01% +9 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 224 shares; 2024Q4: 224 shares; 2025Q1: 224 shares; 2025Q2: 224 shares; 2025Q3: 224 shares; 2025Q4: 313 shares 313 $17.7K <0.01% +89 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75 shares; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 100 shares 100 $17.6K <0.01% +25 Timeline IYH 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: 270 shares; 2025Q2: 270 shares; 2025Q3: 270 shares; 2025Q4: 270 shares 270 $17.6K <0.01% 0 Timeline FFBC 1ST FINL BANCORP More: the full row for 1ST FINL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 693 shares; 2024Q4: 693 shares; 2025Q1: 693 shares; 2025Q2: 693 shares; 2025Q3: 693 shares; 2025Q4: 693 shares 693 $17.3K <0.01% 0 Timeline