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: 304,279 shares; 2024Q4: 322,652 shares; 2025Q1: 482,375 shares; 2025Q2: 592,200 shares; 2025Q3: 646,210 shares; 2025Q4: 920,131 shares 920,131 $195M 7.97% +273,921 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: 504,161 shares; 2024Q4: 494,879 shares; 2025Q1: 460,925 shares; 2025Q2: 251,153 shares; 2025Q3: 272,479 shares; 2025Q4: 280,814 shares 280,814 $192M 7.85% +8,335 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,029,290 shares; 2024Q4: 2,024,950 shares; 2025Q1: 2,128,805 shares; 2025Q2: 2,231,728 shares; 2025Q3: 2,809,823 shares; 2025Q4: 2,883,894 shares 2,883,894 $175M 7.16% +74,071 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: 1,271,236 shares; 2024Q4: 1,249,531 shares; 2025Q1: 1,298,034 shares; 2025Q2: 1,201,867 shares; 2025Q3: 1,204,563 shares; 2025Q4: 1,255,361 shares 1,255,361 $155M 6.32% +50,798 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: 353,316 shares; 2024Q4: 382,808 shares; 2025Q1: 715,623 shares; 2025Q2: 1,482,488 shares; 2025Q3: 1,715,500 shares; 2025Q4: 2,219,576 shares 2,219,576 $149M 6.09% +504,076 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: not reported; 2024Q4: not reported; 2025Q1: 122,284 shares; 2025Q2: 191,196 shares; 2025Q3: 361,498 shares; 2025Q4: 367,150 shares 367,150 $126M 5.14% +5,652 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: 1,569,959 shares; 2024Q4: 1,762,818 shares; 2025Q1: 1,328,839 shares; 2025Q2: 2,213,749 shares; 2025Q3: 1,802,627 shares; 2025Q4: 1,663,171 shares 1,663,171 $119M 4.85% -139,456 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,337,668 shares; 2024Q4: 2,902,875 shares; 2025Q1: 2,947,966 shares; 2025Q2: 2,975,634 shares; 2025Q3: 2,525,959 shares; 2025Q4: 2,381,505 shares 2,381,505 $111M 4.52% -144,454 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: 599,230 shares; 2024Q4: 617,549 shares; 2025Q1: 776,355 shares; 2025Q2: 819,372 shares; 2025Q3: 687,705 shares; 2025Q4: 359,243 shares 359,243 $71.4M 2.91% -328,462 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: 159,464 shares; 2025Q1: 160,682 shares; 2025Q2: 158,024 shares; 2025Q3: 167,577 shares; 2025Q4: 276,924 shares 276,924 $69.3M 2.83% +109,347 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 790,720 shares; 2025Q3: 1,903,468 shares; 2025Q4: 2,081,379 shares 2,081,379 $69.3M 2.83% +177,911 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,613,221 shares; 2025Q3: 1,708,700 shares; 2025Q4: 1,776,121 shares 1,776,121 $68.5M 2.8% +67,421 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: not reported; 2024Q4: not reported; 2025Q1: 223,502 shares; 2025Q2: 321,706 shares; 2025Q3: 459,459 shares; 2025Q4: 478,650 shares 478,650 $48.7M 1.99% +19,191 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: 151,869 shares; 2024Q4: 152,572 shares; 2025Q1: 152,495 shares; 2025Q2: 154,594 shares; 2025Q3: 143,697 shares; 2025Q4: 131,912 shares 131,912 $35.9M 1.46% -11,785 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: 114,505 shares; 2024Q4: 113,061 shares; 2025Q1: 109,959 shares; 2025Q2: 108,978 shares; 2025Q3: 106,472 shares; 2025Q4: 99,876 shares 99,876 $34.6M 1.41% -6,596 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 158,190 shares; 2025Q4: 160,217 shares 160,217 $34.4M 1.4% +2,027 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: 6,106 shares; 2024Q4: 185,598 shares; 2025Q1: 348,318 shares; 2025Q2: 245,980 shares; 2025Q3: 420,181 shares; 2025Q4: 392,517 shares 392,517 $31.9M 1.3% -27,664 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: 335,835 shares; 2024Q4: 371,962 shares; 2025Q1: 270,937 shares; 2025Q2: 286,448 shares; 2025Q3: 308,304 shares; 2025Q4: 318,485 shares 318,485 $30.3M 1.24% +10,181 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: 95,473 shares; 2024Q4: 94,905 shares; 2025Q1: 95,118 shares; 2025Q2: 96,451 shares; 2025Q3: 98,387 shares; 2025Q4: 96,077 shares 96,077 $29.2M 1.19% -2,310 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 478,563 shares; 2025Q3: 536,083 shares; 2025Q4: 560,569 shares 560,569 $28M 1.14% +24,486 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: 71,838 shares; 2024Q4: 73,091 shares; 2025Q1: 73,577 shares; 2025Q2: 74,591 shares; 2025Q3: 76,885 shares; 2025Q4: 77,427 shares 77,427 $24.9M 1.02% +542 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: 190,371 shares; 2024Q4: 192,450 shares; 2025Q1: 192,947 shares; 2025Q2: 195,806 shares; 2025Q3: 203,150 shares; 2025Q4: 205,534 shares 205,534 $22.9M 0.93% +2,384 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: 27,088 shares; 2024Q4: 27,963 shares; 2025Q1: 29,376 shares; 2025Q2: 29,976 shares; 2025Q3: 31,535 shares; 2025Q4: 31,852 shares 31,852 $19.6M 0.8% +317 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 281,184 shares; 2024Q4: 296,860 shares; 2025Q1: 297,491 shares; 2025Q2: 313,862 shares; 2025Q3: 344,623 shares; 2025Q4: 363,779 shares 363,779 $19.2M 0.78% +19,156 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: 75,879 shares; 2024Q4: 77,371 shares; 2025Q1: 78,798 shares; 2025Q2: 80,971 shares; 2025Q3: 85,367 shares; 2025Q4: 89,263 shares 89,263 $18.6M 0.76% +3,896 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: 11,540 shares; 2024Q4: 12,068 shares; 2025Q1: 11,883 shares; 2025Q2: 11,821 shares; 2025Q3: 11,467 shares; 2025Q4: 52,941 shares 52,941 $17.3M 0.71% +41,474 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: 86,216 shares; 2024Q4: 84,580 shares; 2025Q1: 84,333 shares; 2025Q2: 84,125 shares; 2025Q3: 87,703 shares; 2025Q4: 87,829 shares 87,829 $16.1M 0.66% +126 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: 88,635 shares; 2024Q4: 92,765 shares; 2025Q1: 95,858 shares; 2025Q2: 100,471 shares; 2025Q3: 107,407 shares; 2025Q4: 113,340 shares 113,340 $15M 0.61% +5,933 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: 49,365 shares; 2024Q4: 49,689 shares; 2025Q1: 49,659 shares; 2025Q2: 49,800 shares; 2025Q3: 47,779 shares; 2025Q4: 46,649 shares 46,649 $14.6M 0.6% -1,130 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: 95,340 shares; 2024Q4: 100,895 shares; 2025Q1: 106,350 shares; 2025Q2: 114,764 shares; 2025Q3: 127,915 shares; 2025Q4: 137,269 shares 137,269 $14.4M 0.59% +9,354 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,630 shares; 2024Q4: 33,418 shares; 2025Q1: 37,019 shares; 2025Q2: 37,889 shares; 2025Q3: 39,644 shares; 2025Q4: 38,360 shares 38,360 $14.1M 0.58% -1,284 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: 110,496 shares; 2024Q4: 116,877 shares; 2025Q1: 120,948 shares; 2025Q2: 127,463 shares; 2025Q3: 137,615 shares; 2025Q4: 146,310 shares 146,310 $14.1M 0.57% +8,695 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: 78,091 shares; 2024Q4: 83,297 shares; 2025Q1: 86,921 shares; 2025Q2: 92,703 shares; 2025Q3: 101,802 shares; 2025Q4: 109,061 shares 109,061 $13.9M 0.57% +7,259 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: 20,802 shares; 2024Q4: 22,151 shares; 2025Q1: 23,412 shares; 2025Q2: 33,207 shares; 2025Q3: 32,440 shares; 2025Q4: 139,079 shares 139,079 $13.6M 0.55% +106,639 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: 27,867 shares; 2024Q4: 28,428 shares; 2025Q1: 27,358 shares; 2025Q2: 27,185 shares; 2025Q3: 27,190 shares; 2025Q4: 27,320 shares 27,320 $13.2M 0.54% +130 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: 51,847 shares; 2024Q4: 55,690 shares; 2025Q1: 58,532 shares; 2025Q2: 63,333 shares; 2025Q3: 69,838 shares; 2025Q4: 74,416 shares 74,416 $12.7M 0.52% +4,578 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: 60,330 shares; 2024Q4: 63,523 shares; 2025Q1: 67,348 shares; 2025Q2: 72,881 shares; 2025Q3: 79,903 shares; 2025Q4: 85,712 shares 85,712 $12.3M 0.5% +5,809 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,974 shares; 2024Q4: 58,393 shares; 2025Q1: 61,236 shares; 2025Q2: 60,502 shares; 2025Q3: 52,263 shares; 2025Q4: 56,536 shares 56,536 $12.3M 0.5% +4,273 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: 37,157 shares; 2024Q4: 61,045 shares; 2025Q1: 63,724 shares; 2025Q2: 62,669 shares; 2025Q3: 60,693 shares; 2025Q4: 62,165 shares 62,165 $11.6M 0.47% +1,472 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: 11,676 shares; 2024Q4: 11,965 shares; 2025Q1: 11,964 shares; 2025Q2: 9,428 shares; 2025Q3: 9,277 shares; 2025Q4: 12,469 shares 12,469 $8.23M 0.34% +3,192 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: 33,920 shares; 2024Q4: 34,441 shares; 2025Q1: 34,246 shares; 2025Q2: 34,306 shares; 2025Q3: 34,833 shares; 2025Q4: 33,987 shares 33,987 $7.84M 0.32% -846 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32,989 shares; 2025Q1: 34,854 shares; 2025Q2: 35,372 shares; 2025Q3: 27,617 shares; 2025Q4: 26,168 shares 26,168 $7.47M 0.3% -1,449 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,522 shares; 2024Q4: 55,064 shares; 2025Q1: 58,492 shares; 2025Q2: 59,445 shares; 2025Q3: 62,380 shares; 2025Q4: 65,028 shares 65,028 $7.31M 0.3% +2,648 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,007 shares; 2024Q4: 44,334 shares; 2025Q1: 65,313 shares; 2025Q2: 67,291 shares; 2025Q3: 70,199 shares; 2025Q4: 71,731 shares 71,731 $6.91M 0.28% +1,532 Timeline IGIB 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: 91,378 shares; 2024Q4: 94,623 shares; 2025Q1: 97,291 shares; 2025Q2: 105,852 shares; 2025Q3: 113,827 shares; 2025Q4: 122,084 shares 122,084 $6.58M 0.27% +8,257 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,212 shares; 2024Q4: 48,478 shares; 2025Q1: 50,845 shares; 2025Q2: 59,655 shares; 2025Q3: 73,487 shares; 2025Q4: 70,938 shares 70,938 $6.19M 0.25% -2,549 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: 75,026 shares; 2024Q4: 91,097 shares; 2025Q1: 94,038 shares; 2025Q2: 92,352 shares; 2025Q3: 56,412 shares; 2025Q4: 54,863 shares 54,863 $5.48M 0.22% -1,549 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,808 shares; 2024Q4: 14,265 shares; 2025Q1: 15,613 shares; 2025Q2: 15,383 shares; 2025Q3: 16,543 shares; 2025Q4: 17,251 shares 17,251 $5.43M 0.22% +708 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: 332 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,904 shares; 2025Q3: 6,762 shares; 2025Q4: 6,589 shares 6,589 $5.09M 0.21% -173 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,742 shares; 2025Q4: 27,414 shares 27,414 $5.09M 0.21% +6,672 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: 46,504 shares; 2024Q4: 47,520 shares; 2025Q1: 47,309 shares; 2025Q2: 46,615 shares; 2025Q3: 44,953 shares; 2025Q4: 42,794 shares 42,794 $4.99M 0.2% -2,159 Timeline SMTC SEMTECH CORP More: the full row for SEMTECH 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: 63,383 shares; 2025Q4: 67,084 shares 67,084 $4.94M 0.2% +3,701 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: 53,966 shares; 2024Q4: 61,147 shares; 2025Q1: 62,897 shares; 2025Q2: 62,435 shares; 2025Q3: 43,413 shares; 2025Q4: 42,994 shares 42,994 $4.89M 0.2% -419 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: 57,868 shares; 2024Q4: 61,384 shares; 2025Q1: 63,952 shares; 2025Q2: 64,315 shares; 2025Q3: 63,650 shares; 2025Q4: 79,478 shares 79,478 $4.66M 0.19% +15,828 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,415 shares; 2024Q4: 15,145 shares; 2025Q1: 14,882 shares; 2025Q2: 14,918 shares; 2025Q3: 14,375 shares; 2025Q4: 13,187 shares 13,187 $4.62M 0.19% -1,188 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: 7,854 shares; 2024Q4: 8,550 shares; 2025Q1: 7,739 shares; 2025Q2: 8,321 shares; 2025Q3: 8,719 shares; 2025Q4: 9,158 shares 9,158 $4.6M 0.19% +439 Timeline GLOB GLOBANT S A More: the full row for GLOBANT S A 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: 66,173 shares; 2025Q4: 70,368 shares 70,368 $4.6M 0.19% +4,195 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: 8,288 shares; 2025Q2: 8,197 shares; 2025Q3: 4,556 shares; 2025Q4: 4,135 shares 4,135 $4.43M 0.18% -421 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: 24,323 shares; 2024Q4: 15,308 shares; 2025Q1: 1,519 shares; 2025Q2: 1,529 shares; 2025Q3: 42,624 shares; 2025Q4: 64,973 shares 64,973 $4.36M 0.18% +22,349 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: 1,346 shares; 2024Q4: 9,384 shares; 2025Q1: 9,679 shares; 2025Q2: 9,667 shares; 2025Q3: 12,105 shares; 2025Q4: 11,850 shares 11,850 $4.15M 0.17% -255 Timeline NTAP NETAPP INC More: the full row for NETAPP 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: 40,523 shares; 2025Q2: 40,573 shares; 2025Q3: 39,480 shares; 2025Q4: 38,727 shares 38,727 $4.15M 0.17% -753 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: 677 shares; 2024Q4: 582 shares; 2025Q1: 571 shares; 2025Q2: 579 shares; 2025Q3: 11,872 shares; 2025Q4: 11,592 shares 11,592 $4.06M 0.17% -280 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: 48,210 shares; 2024Q4: 49,513 shares; 2025Q1: 48,409 shares; 2025Q2: 47,689 shares; 2025Q3: 45,186 shares; 2025Q4: 40,167 shares 40,167 $4.01M 0.16% -5,019 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: 2,461 shares; 2024Q4: 2,234 shares; 2025Q1: 31,784 shares; 2025Q2: 31,684 shares; 2025Q3: 30,638 shares; 2025Q4: 18,511 shares 18,511 $3.96M 0.16% -12,127 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: 4,534 shares; 2024Q4: 6,996 shares; 2025Q1: 7,227 shares; 2025Q2: 11,903 shares; 2025Q3: 11,463 shares; 2025Q4: 6,672 shares 6,672 $3.87M 0.16% -4,791 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: 4,328 shares; 2024Q4: 4,219 shares; 2025Q1: 4,604 shares; 2025Q2: 4,555 shares; 2025Q3: 4,575 shares; 2025Q4: 16,913 shares 16,913 $3.86M 0.16% +12,338 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,112 shares 22,112 $3.84M 0.16% new Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,764 shares; 2024Q4: 37,619 shares; 2025Q1: 77,025 shares; 2025Q2: 94,447 shares; 2025Q3: 117,373 shares; 2025Q4: 78,997 shares 78,997 $3.8M 0.16% -38,376 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,039 shares; 2024Q4: 29,016 shares; 2025Q1: 29,834 shares; 2025Q2: 29,916 shares; 2025Q3: 29,371 shares; 2025Q4: 29,372 shares 29,372 $3.72M 0.15% +1 Timeline PEGA PEGASYSTEMS INC More: the full row for PEGASYSTEMS 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: 56,361 shares; 2025Q4: 61,852 shares 61,852 $3.69M 0.15% +5,491 Timeline EXAS EXACT SCIENCES CORP More: the full row for EXACT SCIENCES 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: 21,914 shares; 2025Q3: 31,642 shares; 2025Q4: 36,076 shares 36,076 $3.66M 0.15% +4,434 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,845 shares; 2024Q4: 80,602 shares; 2025Q1: 81,867 shares; 2025Q2: 82,314 shares; 2025Q3: 80,527 shares; 2025Q4: 79,069 shares 79,069 $3.6M 0.15% -1,458 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,748 shares; 2025Q3: 18,304 shares; 2025Q4: 18,089 shares 18,089 $3.51M 0.14% -215 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 46,373 shares; 2025Q2: 47,483 shares; 2025Q3: 46,574 shares; 2025Q4: 46,082 shares 46,082 $3.51M 0.14% -492 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,516 shares; 2024Q4: 29,293 shares; 2025Q1: 40,917 shares; 2025Q2: 38,204 shares; 2025Q3: 46,029 shares; 2025Q4: 50,044 shares 50,044 $3.47M 0.14% +4,015 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,105 shares; 2025Q2: 30,724 shares; 2025Q3: 35,633 shares; 2025Q4: 34,979 shares 34,979 $3.47M 0.14% -654 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: 121,510 shares; 2024Q4: 126,253 shares; 2025Q1: 123,054 shares; 2025Q2: 122,737 shares; 2025Q3: 119,099 shares; 2025Q4: 108,043 shares 108,043 $3.46M 0.14% -11,056 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,473 shares; 2025Q2: 48,002 shares; 2025Q3: 58,335 shares; 2025Q4: 76,335 shares 76,335 $3.45M 0.14% +18,000 Timeline GTLS CHART INDS INC More: the full row for CHART INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,479 shares; 2024Q4: 10,302 shares; 2025Q1: 11,986 shares; 2025Q2: 12,709 shares; 2025Q3: 14,938 shares; 2025Q4: 16,676 shares 16,676 $3.44M 0.14% +1,738 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,707 shares; 2025Q3: 23,971 shares; 2025Q4: 26,975 shares 26,975 $3.42M 0.14% +3,004 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: 65,715 shares; 2024Q4: 62,514 shares; 2025Q1: 75,494 shares; 2025Q2: 94,462 shares; 2025Q3: 92,921 shares; 2025Q4: 92,652 shares 92,652 $3.39M 0.14% -269 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: not reported; 2024Q4: 4,999 shares; 2025Q1: not reported; 2025Q2: 22,404 shares; 2025Q3: 26,247 shares; 2025Q4: 31,637 shares 31,637 $3.39M 0.14% +5,390 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,155 shares; 2024Q4: 12,028 shares; 2025Q1: 14,308 shares; 2025Q2: 14,989 shares; 2025Q3: 17,386 shares; 2025Q4: 19,373 shares 19,373 $3.36M 0.14% +1,987 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: 11,504 shares; 2024Q4: 11,801 shares; 2025Q1: 11,354 shares; 2025Q2: 11,919 shares; 2025Q3: 11,511 shares; 2025Q4: 10,480 shares 10,480 $3.34M 0.14% -1,031 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: 3,129 shares; 2024Q4: 3,152 shares; 2025Q1: 2,707 shares; 2025Q2: 2,894 shares; 2025Q3: 2,888 shares; 2025Q4: 17,044 shares 17,044 $3.33M 0.14% +14,156 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190,745 shares; 2024Q4: 195,909 shares; 2025Q1: 198,520 shares; 2025Q2: 198,125 shares; 2025Q3: 193,492 shares; 2025Q4: 191,383 shares 191,383 $3.32M 0.14% -2,109 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,466 shares; 2024Q4: 21,940 shares; 2025Q1: 12,420 shares; 2025Q2: 29,302 shares; 2025Q3: 36,471 shares; 2025Q4: 63,539 shares 63,539 $3.29M 0.13% +27,068 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,741 shares; 2024Q4: 9,570 shares; 2025Q1: 11,371 shares; 2025Q2: 11,875 shares; 2025Q3: 13,805 shares; 2025Q4: 15,537 shares 15,537 $3.21M 0.13% +1,732 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP 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: 9,622 shares; 2025Q4: 9,452 shares 9,452 $3.21M 0.13% -170 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: 416,676 shares; 2024Q4: 437,274 shares; 2025Q1: 475,211 shares; 2025Q2: 490,389 shares; 2025Q3: 510,870 shares; 2025Q4: 103,974 shares 103,974 $3.11M 0.13% -406,896 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: 65,432 shares; 2024Q4: 67,043 shares; 2025Q1: 67,798 shares; 2025Q2: 67,190 shares; 2025Q3: 65,535 shares; 2025Q4: 64,666 shares 64,666 $3.09M 0.13% -869 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: 25,324 shares; 2024Q4: 25,468 shares; 2025Q1: 24,976 shares; 2025Q2: 25,248 shares; 2025Q3: 24,853 shares; 2025Q4: 24,938 shares 24,938 $3M 0.12% +85 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,202 shares; 2024Q4: 102,248 shares; 2025Q1: 137,297 shares; 2025Q2: 157,389 shares; 2025Q3: 197,945 shares; 2025Q4: 225,009 shares 225,009 $2.99M 0.12% +27,064 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 763 shares; 2025Q3: not reported; 2025Q4: 11,077 shares 11,077 $2.97M 0.12% new Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,560 shares; 2024Q4: 15,798 shares; 2025Q1: 18,991 shares; 2025Q2: 20,530 shares; 2025Q3: 25,044 shares; 2025Q4: 29,091 shares 29,091 $2.93M 0.12% +4,047 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: 56,297 shares; 2024Q4: 56,473 shares; 2025Q1: 53,989 shares; 2025Q2: 53,190 shares; 2025Q3: 52,975 shares; 2025Q4: 53,130 shares 53,130 $2.81M 0.11% +155 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,363 shares; 2024Q4: 3,222 shares; 2025Q1: 3,222 shares; 2025Q2: 3,222 shares; 2025Q3: 3,222 shares; 2025Q4: 9,727 shares 9,727 $2.79M 0.11% +6,505 Timeline LAD LITHIA MTRS INC More: the full row for LITHIA MTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,818 shares; 2025Q2: 9,751 shares; 2025Q3: 9,467 shares; 2025Q4: 8,385 shares 8,385 $2.79M 0.11% -1,082 Timeline HYGW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 34,139 shares; 2025Q1: 47,293 shares; 2025Q2: 60,693 shares; 2025Q3: 76,755 shares; 2025Q4: 90,707 shares 90,707 $2.71M 0.11% +13,952 Timeline BALI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,599 shares; 2025Q1: 29,246 shares; 2025Q2: 62,626 shares; 2025Q3: 77,362 shares; 2025Q4: 85,464 shares 85,464 $2.71M 0.11% +8,102 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: 4,027 shares; 2024Q4: 4,019 shares; 2025Q1: 4,035 shares; 2025Q2: 4,182 shares; 2025Q3: 4,273 shares; 2025Q4: 4,296 shares 4,296 $2.69M 0.11% +23 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: 17,277 shares; 2024Q4: 18,003 shares; 2025Q1: 17,740 shares; 2025Q2: 17,527 shares; 2025Q3: 16,975 shares; 2025Q4: 15,213 shares 15,213 $2.67M 0.11% -1,762 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,694 shares 16,694 $2.66M 0.11% new 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: 6,765 shares; 2024Q4: 7,205 shares; 2025Q1: 7,787 shares; 2025Q2: 7,665 shares; 2025Q3: 7,612 shares; 2025Q4: 7,582 shares 7,582 $2.61M 0.11% -30 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: 34,487 shares; 2024Q4: 36,667 shares; 2025Q1: 38,744 shares; 2025Q2: 41,109 shares; 2025Q3: 40,389 shares; 2025Q4: 40,844 shares 40,844 $2.6M 0.11% +455 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: 42,155 shares; 2024Q4: 43,456 shares; 2025Q1: 44,306 shares; 2025Q2: 44,373 shares; 2025Q3: 43,789 shares; 2025Q4: 44,130 shares 44,130 $2.58M 0.11% +341 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: 9,377 shares; 2024Q4: 9,357 shares; 2025Q1: 9,739 shares; 2025Q2: 9,722 shares; 2025Q3: 9,260 shares; 2025Q4: 9,294 shares 9,294 $2.56M 0.1% +34 Timeline CGNX COGNEX CORP More: the full row for COGNEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,844 shares; 2024Q4: 36,094 shares; 2025Q1: 46,176 shares; 2025Q2: 50,277 shares; 2025Q3: 61,367 shares; 2025Q4: 70,478 shares 70,478 $2.54M 0.1% +9,111 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: 7,143 shares; 2024Q4: 1,197 shares; 2025Q1: 1,337 shares; 2025Q2: 7,271 shares; 2025Q3: 7,276 shares; 2025Q4: 7,575 shares 7,575 $2.5M 0.1% +299 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: 7,398 shares; 2024Q4: 7,338 shares; 2025Q1: 7,417 shares; 2025Q2: 7,431 shares; 2025Q3: 7,639 shares; 2025Q4: 7,935 shares 7,935 $2.43M 0.1% +296 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: 1,065 shares; 2024Q4: 1,526 shares; 2025Q1: 1,539 shares; 2025Q2: 6,929 shares; 2025Q3: 6,939 shares; 2025Q4: 6,950 shares 6,950 $2.34M 0.1% +11 Timeline CROX CROCS INC More: the full row for CROCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,969 shares; 2024Q4: 12,409 shares; 2025Q1: 15,798 shares; 2025Q2: 16,393 shares; 2025Q3: 21,547 shares; 2025Q4: 26,185 shares 26,185 $2.24M 0.09% +4,638 Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,757 shares; 2024Q4: 107,661 shares; 2025Q1: 107,183 shares; 2025Q2: 107,294 shares; 2025Q3: 104,299 shares; 2025Q4: 93,541 shares 93,541 $2.18M 0.09% -10,758 Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,058 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,960 shares; 2025Q3: 40,998 shares; 2025Q4: 47,123 shares 47,123 $2.15M 0.09% +6,125 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: 24,491 shares; 2024Q4: 24,434 shares; 2025Q1: 23,381 shares; 2025Q2: 22,950 shares; 2025Q3: 23,286 shares; 2025Q4: 23,170 shares 23,170 $2.02M 0.08% -116 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,143 shares; 2024Q4: 8,757 shares; 2025Q1: 8,651 shares; 2025Q2: 9,011 shares; 2025Q3: 8,998 shares; 2025Q4: 9,145 shares 9,145 $1.89M 0.08% +147 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: 8,398 shares; 2024Q4: 5,727 shares; 2025Q1: 7,711 shares; 2025Q2: 9,985 shares; 2025Q3: 12,221 shares; 2025Q4: 13,155 shares 13,155 $1.89M 0.08% +934 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: 770,925 shares; 2024Q4: 946,276 shares; 2025Q1: 486,350 shares; 2025Q2: 494,066 shares; 2025Q3: 112,093 shares; 2025Q4: 16,455 shares 16,455 $1.87M 0.08% -95,638 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,368 shares; 2024Q4: 5,806 shares; 2025Q1: 5,050 shares; 2025Q2: 4,420 shares; 2025Q3: 4,384 shares; 2025Q4: 4,141 shares 4,141 $1.86M 0.08% -243 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: 1,877 shares; 2024Q4: 1,882 shares; 2025Q1: 1,924 shares; 2025Q2: 1,925 shares; 2025Q3: 2,045 shares; 2025Q4: 2,267 shares 2,267 $1.71M 0.07% +222 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 65,094 shares 65,094 $1.68M 0.07% new 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: 270,031 shares; 2024Q4: 261,921 shares; 2025Q1: 281,513 shares; 2025Q2: 229,398 shares; 2025Q3: 6,885 shares; 2025Q4: 7,837 shares 7,837 $1.56M 0.06% +952 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: 20,625 shares; 2024Q4: 19,637 shares; 2025Q1: 21,337 shares; 2025Q2: 21,486 shares; 2025Q3: 22,477 shares; 2025Q4: 22,664 shares 22,664 $1.53M 0.06% +187 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: 2,716 shares; 2024Q4: 2,876 shares; 2025Q1: 2,701 shares; 2025Q2: 2,186 shares; 2025Q3: 3,824 shares; 2025Q4: 4,328 shares 4,328 $1.45M 0.06% +504 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: 1,137 shares; 2024Q4: 1,109 shares; 2025Q1: 1,102 shares; 2025Q2: 1,096 shares; 2025Q3: 1,214 shares; 2025Q4: 1,219 shares 1,219 $1.31M 0.05% +5 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,217 shares; 2024Q4: 6,375 shares; 2025Q1: 7,458 shares; 2025Q2: 7,678 shares; 2025Q3: 9,284 shares; 2025Q4: 8,463 shares 8,463 $1.26M 0.05% -821 Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING 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: 88,708 shares 88,708 $1.25M 0.05% new 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: 3,812 shares; 2024Q4: 3,822 shares; 2025Q1: 3,817 shares; 2025Q2: 4,102 shares; 2025Q3: 4,204 shares; 2025Q4: 4,210 shares 4,210 $1.22M 0.05% +6 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: 8,502 shares; 2024Q4: 8,256 shares; 2025Q1: 8,077 shares; 2025Q2: 8,537 shares; 2025Q3: 8,563 shares; 2025Q4: 8,356 shares 8,356 $1.2M 0.05% -207 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: 3,680 shares; 2024Q4: 3,669 shares; 2025Q1: 3,836 shares; 2025Q2: 3,891 shares; 2025Q3: 3,957 shares; 2025Q4: 4,028 shares 4,028 $1.19M 0.05% +71 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: 172,033 shares; 2024Q4: 164,313 shares; 2025Q1: 184,799 shares; 2025Q2: 48,115 shares; 2025Q3: 48,174 shares; 2025Q4: 47,811 shares 47,811 $1.19M 0.05% -363 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP 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: 9,703 shares 9,703 $1.18M 0.05% new 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: 2,459 shares; 2024Q4: 2,702 shares; 2025Q1: 2,833 shares; 2025Q2: 2,702 shares; 2025Q3: 2,707 shares; 2025Q4: 2,901 shares 2,901 $1.15M 0.05% +194 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,172 shares; 2025Q1: 2,604 shares; 2025Q2: 2,316 shares; 2025Q3: 5,004 shares; 2025Q4: 6,400 shares 6,400 $1.14M 0.05% +1,396 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,935 shares; 2024Q4: 30,003 shares; 2025Q1: 28,992 shares; 2025Q2: 29,062 shares; 2025Q3: 28,410 shares; 2025Q4: 28,463 shares 28,463 $1.13M 0.05% +53 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,614 shares; 2024Q4: 6,721 shares; 2025Q1: 8,265 shares; 2025Q2: 8,639 shares; 2025Q3: 8,878 shares; 2025Q4: 9,159 shares 9,159 $1.11M 0.05% +281 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: 3,054 shares; 2024Q4: 3,063 shares; 2025Q1: 3,092 shares; 2025Q2: 3,107 shares; 2025Q3: 3,497 shares; 2025Q4: 3,498 shares 3,498 $1.1M 0.04% +1 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,638 shares; 2025Q1: 6,423 shares; 2025Q2: 7,750 shares; 2025Q3: 9,754 shares; 2025Q4: 11,300 shares 11,300 $1.09M 0.04% +1,546 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: 2,968 shares; 2024Q4: 3,030 shares; 2025Q1: 2,476 shares; 2025Q2: 2,502 shares; 2025Q3: 2,500 shares; 2025Q4: 3,464 shares 3,464 $1.07M 0.04% +964 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,554 shares; 2024Q4: 5,436 shares; 2025Q1: 5,460 shares; 2025Q2: 5,719 shares; 2025Q3: 5,464 shares; 2025Q4: 6,562 shares 6,562 $1.05M 0.04% +1,098 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,036 shares; 2024Q4: 1,037 shares; 2025Q1: 1,108 shares; 2025Q2: 1,231 shares; 2025Q3: 1,212 shares; 2025Q4: 1,499 shares 1,499 $1.02M 0.04% +287 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: 1,197 shares; 2024Q4: 1,203 shares; 2025Q1: 1,269 shares; 2025Q2: 1,269 shares; 2025Q3: 1,292 shares; 2025Q4: 2,812 shares 2,812 $1.01M 0.04% +1,520 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: 20,558 shares; 2024Q4: 20,816 shares; 2025Q1: 20,797 shares; 2025Q2: 22,619 shares; 2025Q3: 22,440 shares; 2025Q4: 24,586 shares 24,586 $1M 0.04% +2,146 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: 12,480 shares; 2024Q4: 12,328 shares; 2025Q1: 12,469 shares; 2025Q2: 12,935 shares; 2025Q3: 13,359 shares; 2025Q4: 13,510 shares 13,510 $945K 0.04% +151 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: 1,455 shares; 2024Q4: 1,497 shares; 2025Q1: 1,611 shares; 2025Q2: 1,656 shares; 2025Q3: 1,781 shares; 2025Q4: 1,985 shares 1,985 $940K 0.04% +204 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,160 shares; 2024Q4: 8,361 shares; 2025Q1: 11,396 shares; 2025Q2: 11,656 shares; 2025Q3: 11,656 shares; 2025Q4: 11,796 shares 11,796 $899K 0.04% +140 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,517 shares; 2025Q3: 14,785 shares; 2025Q4: 18,413 shares 18,413 $896K 0.04% +3,628 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,719 shares; 2024Q4: 2,719 shares; 2025Q1: 2,720 shares; 2025Q2: 2,720 shares; 2025Q3: 2,720 shares; 2025Q4: 2,720 shares 2,720 $844K 0.03% 0 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: 11,060 shares; 2024Q4: 10,346 shares; 2025Q1: 10,413 shares; 2025Q2: 10,365 shares; 2025Q3: 10,344 shares; 2025Q4: 10,488 shares 10,488 $832K 0.03% +144 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: 41,624 shares; 2024Q4: 40,542 shares; 2025Q1: 39,291 shares; 2025Q2: 38,878 shares; 2025Q3: 39,055 shares; 2025Q4: 36,026 shares 36,026 $830K 0.03% -3,029 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: 27,723 shares; 2024Q4: 26,461 shares; 2025Q1: 27,513 shares; 2025Q2: 30,222 shares; 2025Q3: 31,875 shares; 2025Q4: 33,104 shares 33,104 $822K 0.03% +1,229 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: 5,990 shares; 2024Q4: 5,950 shares; 2025Q1: 5,887 shares; 2025Q2: 5,891 shares; 2025Q3: 5,895 shares; 2025Q4: 5,898 shares 5,898 $813K 0.03% +3 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: 1,007 shares; 2024Q4: 922 shares; 2025Q1: 917 shares; 2025Q2: 1,380 shares; 2025Q3: 1,388 shares; 2025Q4: 1,384 shares 1,384 $793K 0.03% -4 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: 849 shares; 2024Q4: 824 shares; 2025Q1: 814 shares; 2025Q2: 811 shares; 2025Q3: 842 shares; 2025Q4: 916 shares 916 $790K 0.03% +74 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: 12,990 shares; 2024Q4: 12,481 shares; 2025Q1: 11,999 shares; 2025Q2: 11,533 shares; 2025Q3: 13,998 shares; 2025Q4: 14,284 shares 14,284 $786K 0.03% +286 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: 1,371 shares; 2024Q4: 1,430 shares; 2025Q1: 1,403 shares; 2025Q2: 1,367 shares; 2025Q3: 1,316 shares; 2025Q4: 1,565 shares 1,565 $764K 0.03% +249 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: 4,446 shares; 2024Q4: 4,183 shares; 2025Q1: 4,281 shares; 2025Q2: 4,421 shares; 2025Q3: 4,818 shares; 2025Q4: 4,781 shares 4,781 $729K 0.03% -37 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,054 shares 8,054 $723K 0.03% new 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: 4,422 shares; 2024Q4: 4,992 shares; 2025Q1: 4,394 shares; 2025Q2: 4,742 shares; 2025Q3: 5,228 shares; 2025Q4: 5,944 shares 5,944 $714K 0.03% +716 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: not reported; 2024Q4: not reported; 2025Q1: 2,765 shares; 2025Q2: 5,862 shares; 2025Q3: 7,039 shares; 2025Q4: 7,576 shares 7,576 $713K 0.03% +537 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,707 shares; 2024Q4: 3,711 shares; 2025Q1: 3,717 shares; 2025Q2: 3,721 shares; 2025Q3: 3,726 shares; 2025Q4: 3,730 shares 3,730 $688K 0.03% +4 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,971 shares; 2024Q4: 3,038 shares; 2025Q1: 3,068 shares; 2025Q2: 2,896 shares; 2025Q3: 2,975 shares; 2025Q4: 3,118 shares 3,118 $685K 0.03% +143 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: 1,253 shares; 2024Q4: 1,254 shares; 2025Q1: 1,490 shares; 2025Q2: 1,500 shares; 2025Q3: 1,617 shares; 2025Q4: 1,831 shares 1,831 $684K 0.03% +214 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,702 shares; 2024Q4: 18,874 shares; 2025Q1: 18,922 shares; 2025Q2: 19,157 shares; 2025Q3: 18,833 shares; 2025Q4: 18,969 shares 18,969 $621K 0.03% +136 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,060 shares; 2024Q4: 2,044 shares; 2025Q1: 2,059 shares; 2025Q2: 2,306 shares; 2025Q3: 2,306 shares; 2025Q4: 1,595 shares 1,595 $621K 0.03% -711 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: 2,587 shares; 2024Q4: 2,550 shares; 2025Q1: 3,376 shares; 2025Q2: 2,717 shares; 2025Q3: 2,545 shares; 2025Q4: 2,563 shares 2,563 $618K 0.03% +18 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,225 shares; 2024Q4: 7,392 shares; 2025Q1: 6,989 shares; 2025Q2: 4,279 shares; 2025Q3: 4,857 shares; 2025Q4: 6,236 shares 6,236 $614K 0.03% +1,379 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,779 shares; 2025Q3: 9,634 shares; 2025Q4: 10,797 shares 10,797 $591K 0.02% +1,163 Timeline AFG AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,910 shares; 2024Q4: 4,039 shares; 2025Q1: 4,127 shares; 2025Q2: 4,153 shares; 2025Q3: 4,179 shares; 2025Q4: 4,268 shares 4,268 $583K 0.02% +89 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,023 shares; 2024Q4: 16,620 shares; 2025Q1: 15,602 shares; 2025Q2: 18,806 shares; 2025Q3: 22,112 shares; 2025Q4: 23,942 shares 23,942 $560K 0.02% +1,830 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: 8,051 shares; 2024Q4: 7,835 shares; 2025Q1: 6,633 shares; 2025Q2: 6,730 shares; 2025Q3: 6,885 shares; 2025Q4: 7,226 shares 7,226 $557K 0.02% +341 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,563 shares; 2024Q4: 6,939 shares; 2025Q1: 6,410 shares; 2025Q2: 7,283 shares; 2025Q3: 7,110 shares; 2025Q4: 7,470 shares 7,470 $553K 0.02% +360 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,692 shares; 2024Q4: 2,700 shares; 2025Q1: 2,686 shares; 2025Q2: 2,694 shares; 2025Q3: 2,706 shares; 2025Q4: 2,719 shares 2,719 $548K 0.02% +13 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 733 shares; 2025Q1: not reported; 2025Q2: 599 shares; 2025Q3: 608 shares; 2025Q4: 833 shares 833 $544K 0.02% +225 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,874 shares; 2025Q3: 5,915 shares; 2025Q4: 12,639 shares 12,639 $540K 0.02% +6,724 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: 885 shares; 2024Q4: 828 shares; 2025Q1: 830 shares; 2025Q2: 1,036 shares; 2025Q3: 1,041 shares; 2025Q4: 1,051 shares 1,051 $537K 0.02% +10 Timeline IGF 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: 6,338 shares; 2025Q3: 7,931 shares; 2025Q4: 8,686 shares 8,686 $533K 0.02% +755 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: 6,969 shares; 2024Q4: 5,860 shares; 2025Q1: 5,986 shares; 2025Q2: 6,686 shares; 2025Q3: 6,980 shares; 2025Q4: 7,824 shares 7,824 $516K 0.02% +844 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,230 shares; 2024Q4: 7,281 shares; 2025Q1: 9,169 shares; 2025Q2: 10,070 shares; 2025Q3: 10,536 shares; 2025Q4: 10,645 shares 10,645 $509K 0.02% +109 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,370 shares; 2024Q4: 5,376 shares; 2025Q1: 5,383 shares; 2025Q2: 5,387 shares; 2025Q3: 5,393 shares; 2025Q4: 5,399 shares 5,399 $493K 0.02% +6 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,287 shares; 2024Q4: 11,287 shares; 2025Q1: 11,287 shares; 2025Q2: 11,287 shares; 2025Q3: 11,287 shares; 2025Q4: 11,287 shares 11,287 $482K 0.02% 0 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,114 shares; 2025Q4: 9,707 shares 9,707 $482K 0.02% +3,593 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: 3,282 shares; 2024Q4: 2,870 shares; 2025Q1: 3,003 shares; 2025Q2: 3,044 shares; 2025Q3: 3,011 shares; 2025Q4: 3,837 shares 3,837 $450K 0.02% +826 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: 516 shares; 2024Q4: 529 shares; 2025Q1: 450 shares; 2025Q2: 470 shares; 2025Q3: 468 shares; 2025Q4: 4,731 shares 4,731 $444K 0.02% +4,263 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: 184,448 shares; 2024Q4: 191,608 shares; 2025Q1: 195,595 shares; 2025Q2: 200,848 shares; 2025Q3: 206,910 shares; 2025Q4: 4,690 shares 4,690 $409K 0.02% -202,220 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,576 shares; 2025Q1: 4,681 shares; 2025Q2: 4,870 shares; 2025Q3: 6,113 shares; 2025Q4: 6,116 shares 6,116 $403K 0.02% +3 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: 12,807 shares; 2024Q4: 12,978 shares; 2025Q1: 12,836 shares; 2025Q2: 12,964 shares; 2025Q3: 13,511 shares; 2025Q4: 13,789 shares 13,789 $397K 0.02% +278 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: 50,345 shares; 2025Q2: 44,141 shares; 2025Q3: 2,318 shares; 2025Q4: 2,312 shares 2,312 $396K 0.02% -6 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,767 shares; 2024Q4: 5,802 shares; 2025Q1: 5,836 shares; 2025Q2: 6,571 shares; 2025Q3: 5,912 shares; 2025Q4: 5,318 shares 5,318 $395K 0.02% -594 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,671 shares 4,671 $387K 0.02% new Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,348 shares; 2024Q4: 2,890 shares; 2025Q1: 2,841 shares; 2025Q2: 2,933 shares; 2025Q3: 2,864 shares; 2025Q4: 2,998 shares 2,998 $386K 0.02% +134 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: 2,712 shares; 2024Q4: 1,923 shares; 2025Q1: 1,681 shares; 2025Q2: 1,687 shares; 2025Q3: 1,660 shares; 2025Q4: 1,663 shares 1,663 $385K 0.02% +3 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,323 shares; 2024Q4: 4,676 shares; 2025Q1: 4,676 shares; 2025Q2: 4,567 shares; 2025Q3: 4,567 shares; 2025Q4: 3,597 shares 3,597 $378K 0.02% -970 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: 49,372 shares; 2024Q4: 52,030 shares; 2025Q1: 54,574 shares; 2025Q2: 56,048 shares; 2025Q3: 7,957 shares; 2025Q4: 7,884 shares 7,884 $367K 0.01% -73 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: 5,768 shares; 2024Q4: 5,218 shares; 2025Q1: 5,175 shares; 2025Q2: 4,816 shares; 2025Q3: 4,899 shares; 2025Q4: 4,667 shares 4,667 $363K 0.01% -232 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,180 shares; 2025Q3: 2,407 shares; 2025Q4: 2,562 shares 2,562 $362K 0.01% +155 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,632 shares; 2024Q4: 1,627 shares; 2025Q1: 1,724 shares; 2025Q2: 1,770 shares; 2025Q3: 1,881 shares; 2025Q4: 1,876 shares 1,876 $359K 0.01% -5 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: 5,010 shares; 2024Q4: 5,015 shares; 2025Q1: 5,019 shares; 2025Q2: 5,059 shares; 2025Q3: 4,278 shares; 2025Q4: 4,111 shares 4,111 $358K 0.01% -167 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: 673 shares; 2024Q4: 676 shares; 2025Q1: 679 shares; 2025Q2: 832 shares; 2025Q3: 733 shares; 2025Q4: 738 shares 738 $357K 0.01% +5 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: 2,689 shares; 2024Q4: 2,691 shares; 2025Q1: 2,696 shares; 2025Q2: 3,028 shares; 2025Q3: 3,035 shares; 2025Q4: 4,801 shares 4,801 $354K 0.01% +1,766 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: not reported; 2024Q4: not reported; 2025Q1: 690 shares; 2025Q2: 811 shares; 2025Q3: 672 shares; 2025Q4: 723 shares 723 $348K 0.01% +51 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,051 shares; 2025Q4: 2,403 shares 2,403 $346K 0.01% +1,352 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: 2,467 shares; 2024Q4: 2,404 shares; 2025Q1: 2,403 shares; 2025Q2: 2,867 shares; 2025Q3: 2,893 shares; 2025Q4: 2,753 shares 2,753 $345K 0.01% -140 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,939 shares; 2024Q4: 6,397 shares; 2025Q1: 6,381 shares; 2025Q2: 6,498 shares; 2025Q3: 6,164 shares; 2025Q4: 5,216 shares 5,216 $340K 0.01% -948 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: 1,943 shares; 2024Q4: 1,771 shares; 2025Q1: 1,787 shares; 2025Q2: 1,855 shares; 2025Q3: 1,885 shares; 2025Q4: 1,890 shares 1,890 $336K 0.01% +5 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,497 shares; 2024Q4: 24,598 shares; 2025Q1: 24,704 shares; 2025Q2: 24,819 shares; 2025Q3: 24,937 shares; 2025Q4: 25,886 shares 25,886 $333K 0.01% +949 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: not reported; 2024Q4: not reported; 2025Q1: 790 shares; 2025Q2: 895 shares; 2025Q3: 894 shares; 2025Q4: 895 shares 895 $331K 0.01% +1 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,115 shares; 2025Q4: 1,549 shares 1,549 $326K 0.01% +434 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,177 shares; 2024Q4: 11,480 shares; 2025Q1: 13,396 shares; 2025Q2: 16,036 shares; 2025Q3: 12,626 shares; 2025Q4: 11,776 shares 11,776 $323K 0.01% -850 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,326 shares; 2025Q2: 4,297 shares; 2025Q3: 4,316 shares; 2025Q4: 5,001 shares 5,001 $315K 0.01% +685 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: 2,672 shares; 2024Q4: 2,614 shares; 2025Q1: 2,615 shares; 2025Q2: 2,637 shares; 2025Q3: 2,655 shares; 2025Q4: 2,682 shares 2,682 $309K 0.01% +27 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: 5,694 shares; 2024Q4: 5,665 shares; 2025Q1: 5,186 shares; 2025Q2: 5,579 shares; 2025Q3: 5,616 shares; 2025Q4: 5,616 shares 5,616 $303K 0.01% 0 Timeline SCHF 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: 9,215 shares; 2025Q3: 12,475 shares; 2025Q4: 12,512 shares 12,512 $301K 0.01% +37 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,716 shares; 2024Q4: 1,543 shares; 2025Q1: 1,556 shares; 2025Q2: 1,554 shares; 2025Q3: 1,522 shares; 2025Q4: 1,119 shares 1,119 $297K 0.01% -403 Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,805 shares; 2024Q4: 1,805 shares; 2025Q1: 2,006 shares; 2025Q2: 2,006 shares; 2025Q3: 2,006 shares; 2025Q4: 2,006 shares 2,006 $291K 0.01% 0 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: 516 shares; 2024Q4: 459 shares; 2025Q1: 456 shares; 2025Q2: 457 shares; 2025Q3: 445 shares; 2025Q4: 426 shares 426 $282K 0.01% -19 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: 5,013 shares; 2024Q4: 4,845 shares; 2025Q1: 4,711 shares; 2025Q2: 4,663 shares; 2025Q3: 4,780 shares; 2025Q4: 4,813 shares 4,813 $278K 0.01% +33 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: 1,525 shares; 2024Q4: 1,486 shares; 2025Q1: 1,250 shares; 2025Q2: 1,177 shares; 2025Q3: 1,181 shares; 2025Q4: 1,275 shares 1,275 $277K 0.01% +94 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO 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: 4,180 shares 4,180 $274K 0.01% new Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,158 shares; 2025Q4: 2,172 shares 2,172 $273K 0.01% +14 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,036 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,149 shares; 2025Q4: 6,121 shares 6,121 $270K 0.01% +972 Timeline VHT 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: 1,094 shares; 2024Q4: 1,067 shares; 2025Q1: 1,199 shares; 2025Q2: 1,158 shares; 2025Q3: 977 shares; 2025Q4: 928 shares 928 $267K 0.01% -49 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,926 shares; 2025Q3: 2,926 shares; 2025Q4: 2,926 shares 2,926 $265K 0.01% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 507 shares; 2025Q2: 610 shares; 2025Q3: 617 shares; 2025Q4: 569 shares 569 $265K 0.01% -48 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,519 shares; 2025Q1: 31,581 shares; 2025Q2: 32,181 shares; 2025Q3: 32,568 shares; 2025Q4: 25,904 shares 25,904 $258K 0.01% -6,664 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: not reported; 2024Q4: not reported; 2025Q1: 2,791 shares; 2025Q2: 2,801 shares; 2025Q3: 2,741 shares; 2025Q4: 2,761 shares 2,761 $257K 0.01% +20 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 543 shares; 2025Q4: 614 shares 614 $253K 0.01% +71 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 745 shares; 2025Q4: 823 shares 823 $248K 0.01% +78 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: 4,026 shares; 2024Q4: 4,687 shares; 2025Q1: 4,186 shares; 2025Q2: 4,580 shares; 2025Q3: 3,853 shares; 2025Q4: 3,906 shares 3,906 $244K 0.01% +53 Timeline BBUS 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: 3,138 shares; 2024Q4: 3,150 shares; 2025Q1: not reported; 2025Q2: 1,959 shares; 2025Q3: 1,965 shares; 2025Q4: 1,971 shares 1,971 $243K 0.01% +6 Timeline FDLO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,473 shares; 2024Q4: 3,481 shares; 2025Q1: 3,523 shares; 2025Q2: 3,594 shares; 2025Q3: 3,602 shares; 2025Q4: 3,611 shares 3,611 $241K 0.01% +9 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,489 shares; 2024Q4: not reported; 2025Q1: 1,491 shares; 2025Q2: 1,592 shares; 2025Q3: 1,592 shares; 2025Q4: 1,593 shares 1,593 $241K 0.01% +1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,045 shares; 2025Q3: 963 shares; 2025Q4: 965 shares 965 $237K 0.01% +2 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: 36,160 shares; 2024Q4: 37,466 shares; 2025Q1: 2,832 shares; 2025Q2: 2,990 shares; 2025Q3: 2,853 shares; 2025Q4: 2,820 shares 2,820 $237K 0.01% -33 Timeline USXF 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: 4,811 shares; 2024Q4: 6,890 shares; 2025Q1: 6,703 shares; 2025Q2: 4,976 shares; 2025Q3: 3,826 shares; 2025Q4: 4,100 shares 4,100 $236K 0.01% +274 Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,427 shares; 2025Q3: 11,558 shares; 2025Q4: 11,711 shares 11,711 $234K 0.01% +153 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: not reported; 2024Q4: 10,936 shares; 2025Q1: 10,933 shares; 2025Q2: 11,135 shares; 2025Q3: 15,047 shares; 2025Q4: 15,678 shares 15,678 $232K 0.01% +631 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,462 shares; 2025Q4: 1,500 shares 1,500 $230K 0.01% +38 Timeline USO UNITED STS OIL FD LP More: the full row for UNITED STS OIL FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,378 shares; 2024Q4: 3,378 shares; 2025Q1: 3,323 shares; 2025Q2: 3,323 shares; 2025Q3: 3,323 shares; 2025Q4: 3,323 shares 3,323 $230K 0.01% 0 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,443 shares; 2025Q1: 7,503 shares; 2025Q2: 7,431 shares; 2025Q3: 6,310 shares; 2025Q4: 6,310 shares 6,310 $229K 0.01% 0 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,021 shares 2,021 $226K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 373 shares 373 $225K 0.01% new Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 975 shares; 2024Q4: 959 shares; 2025Q1: 1,019 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 980 shares 980 $224K 0.01% new 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: 433 shares; 2024Q4: 417 shares; 2025Q1: 412 shares; 2025Q2: 459 shares; 2025Q3: not reported; 2025Q4: 393 shares 393 $223K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 873 shares; 2025Q3: 858 shares; 2025Q4: 877 shares 877 $216K 0.01% +19 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,989 shares 3,989 $214K 0.01% new Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,322 shares; 2025Q3: 1,315 shares; 2025Q4: 1,337 shares 1,337 $214K 0.01% +22 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,371 shares 1,371 $211K 0.01% new Timeline UI UBIQUITI INC More: the full row for UBIQUITI 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: 380 shares; 2025Q4: 381 shares 381 $211K 0.01% +1 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,671 shares 2,671 $210K 0.01% new 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: 2,621 shares; 2024Q4: 3,128 shares; 2025Q1: not reported; 2025Q2: 2,522 shares; 2025Q3: 3,255 shares; 2025Q4: 2,327 shares 2,327 $208K 0.01% -928 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 390 shares; 2025Q3: not reported; 2025Q4: 391 shares 391 $204K 0.01% new Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 232 shares 232 $204K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 473 shares; 2025Q3: 475 shares; 2025Q4: 477 shares 477 $203K 0.01% +2 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,122 shares; 2025Q4: 1,088 shares 1,088 $201K 0.01% -34 Timeline HR HEALTHCARE RLTY TR More: the full row for HEALTHCARE RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,037 shares; 2024Q4: 10,865 shares; 2025Q1: 10,917 shares; 2025Q2: 11,082 shares; 2025Q3: 11,191 shares; 2025Q4: 10,628 shares 10,628 $180K 0.01% -563 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,011 shares; 2025Q4: 17,568 shares 17,568 $142K 0.01% +3,557 Timeline GORO GOLD RESOURCE CORP More: the full row for GOLD RESOURCE 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: 22,000 shares 22,000 $18.2K <0.01% new Timeline SACH SACHEM CAP CORP More: the full row for SACHEM CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,301 shares; 2024Q4: 20,620 shares; 2025Q1: 21,097 shares; 2025Q2: 21,570 shares; 2025Q3: 12,089 shares; 2025Q4: 12,683 shares 12,683 $13.2K <0.01% +594 Timeline