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: 464,106 shares; 2024Q4: 464,106 shares; 2025Q1: 582,144 shares; 2025Q2: 622,858 shares; 2025Q3: 629,404 shares; 2025Q4: 730,840 shares 730,840 $45.7M 3.84% +101,436 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: 746,894 shares; 2024Q4: 746,894 shares; 2025Q1: 737,681 shares; 2025Q2: 683,248 shares; 2025Q3: 683,820 shares; 2025Q4: 669,713 shares 669,713 $44.2M 3.72% -14,107 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: 82,657 shares; 2024Q4: 82,657 shares; 2025Q1: 90,851 shares; 2025Q2: 92,009 shares; 2025Q3: 91,442 shares; 2025Q4: 88,462 shares 88,462 $42.8M 3.6% -2,980 Timeline BND 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: 379,016 shares; 2024Q4: 379,016 shares; 2025Q1: 484,545 shares; 2025Q2: 514,187 shares; 2025Q3: 523,326 shares; 2025Q4: 550,053 shares 550,053 $40.7M 3.43% +26,727 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: 165,009 shares; 2024Q4: 165,009 shares; 2025Q1: 159,670 shares; 2025Q2: 155,647 shares; 2025Q3: 153,091 shares; 2025Q4: 147,645 shares 147,645 $40.1M 3.38% -5,446 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: 48,818 shares; 2024Q4: 48,818 shares; 2025Q1: 73,581 shares; 2025Q2: 87,894 shares; 2025Q3: 89,468 shares; 2025Q4: 81,945 shares 81,945 $25.6M 2.16% -7,523 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: 137,099 shares; 2024Q4: 137,099 shares; 2025Q1: 134,085 shares; 2025Q2: 128,492 shares; 2025Q3: 127,148 shares; 2025Q4: 126,715 shares 126,715 $25.2M 2.12% -433 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: 186,120 shares; 2024Q4: 185,652 shares; 2025Q1: 184,335 shares; 2025Q2: 182,661 shares; 2025Q3: 173,199 shares; 2025Q4: 174,490 shares 174,490 $25M 2.1% +1,291 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: 24,805 shares; 2024Q4: 24,805 shares; 2025Q1: 23,474 shares; 2025Q2: 22,918 shares; 2025Q3: 23,152 shares; 2025Q4: 22,055 shares 22,055 $23.7M 1.99% -1,097 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: 71,177 shares; 2024Q4: 71,177 shares; 2025Q1: 73,227 shares; 2025Q2: 74,918 shares; 2025Q3: 75,718 shares; 2025Q4: 73,540 shares 73,540 $23.7M 1.99% -2,178 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: 234,153 shares; 2024Q4: 234,153 shares; 2025Q1: 233,131 shares; 2025Q2: 220,613 shares; 2025Q3: 219,257 shares; 2025Q4: 222,135 shares 222,135 $20.9M 1.76% +2,878 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,507 shares; 2024Q4: 7,507 shares; 2025Q1: 65,484 shares; 2025Q2: 65,750 shares; 2025Q3: 66,944 shares; 2025Q4: 60,224 shares 60,224 $20.8M 1.75% -6,720 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: 180,522 shares; 2024Q4: 180,522 shares; 2025Q1: 201,988 shares; 2025Q2: 199,451 shares; 2025Q3: 201,201 shares; 2025Q4: 236,812 shares 236,812 $19.8M 1.66% +35,611 Timeline SCHO 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: 271,689 shares; 2024Q4: 271,689 shares; 2025Q1: 698,914 shares; 2025Q2: 738,743 shares; 2025Q3: 758,142 shares; 2025Q4: 795,344 shares 795,344 $19.4M 1.63% +37,202 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 671,357 shares; 2024Q4: 671,357 shares; 2025Q1: 770,900 shares; 2025Q2: 782,504 shares; 2025Q3: 819,597 shares; 2025Q4: 849,836 shares 849,836 $19.1M 1.61% +30,239 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 605,120 shares; 2024Q4: 605,120 shares; 2025Q1: 778,448 shares; 2025Q2: 791,883 shares; 2025Q3: 818,071 shares; 2025Q4: 845,879 shares 845,879 $18.9M 1.59% +27,808 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 560,209 shares; 2024Q4: 560,209 shares; 2025Q1: 671,799 shares; 2025Q2: 673,805 shares; 2025Q3: 694,316 shares; 2025Q4: 775,428 shares 775,428 $18.8M 1.58% +81,112 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 515,204 shares; 2024Q4: 515,204 shares; 2025Q1: 704,956 shares; 2025Q2: 716,790 shares; 2025Q3: 745,513 shares; 2025Q4: 773,001 shares 773,001 $17M 1.43% +27,488 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: 72,037 shares; 2024Q4: 72,037 shares; 2025Q1: 75,814 shares; 2025Q2: 79,212 shares; 2025Q3: 74,046 shares; 2025Q4: 76,009 shares 76,009 $16.7M 1.4% +1,963 Timeline ILF 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: 245,690 shares; 2025Q2: 319,901 shares; 2025Q3: 320,558 shares; 2025Q4: 548,001 shares 548,001 $16.7M 1.4% +227,443 Timeline IBTK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 57,596 shares; 2025Q2: 165,083 shares; 2025Q3: 267,068 shares; 2025Q4: 817,511 shares 817,511 $16.2M 1.36% +550,443 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: 84,208 shares; 2024Q4: 84,208 shares; 2025Q1: 70,560 shares; 2025Q2: 66,160 shares; 2025Q3: 65,111 shares; 2025Q4: 64,199 shares 64,199 $16.1M 1.35% -912 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: 74,174 shares; 2024Q4: 74,174 shares; 2025Q1: 88,050 shares; 2025Q2: 82,722 shares; 2025Q3: 81,530 shares; 2025Q4: 71,338 shares 71,338 $13.3M 1.12% -10,192 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: 211,229 shares; 2024Q4: 211,229 shares; 2025Q1: 192,618 shares; 2025Q2: 182,963 shares; 2025Q3: 181,614 shares; 2025Q4: 180,032 shares 180,032 $12.5M 1.05% -1,582 Timeline MCHI 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: 206,101 shares; 2025Q2: 134,259 shares; 2025Q3: 147,299 shares; 2025Q4: 190,832 shares 190,832 $11.5M 0.96% +43,533 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: 50,051 shares; 2024Q4: 50,051 shares; 2025Q1: 49,423 shares; 2025Q2: 49,275 shares; 2025Q3: 50,285 shares; 2025Q4: 48,076 shares 48,076 $11M 0.92% -2,209 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: 132,360 shares; 2024Q4: 132,360 shares; 2025Q1: 128,300 shares; 2025Q2: 122,973 shares; 2025Q3: 121,448 shares; 2025Q4: 120,055 shares 120,055 $10.7M 0.9% -1,393 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: 1,460 shares; 2024Q4: 1,460 shares; 2025Q1: 12,877 shares; 2025Q2: 13,233 shares; 2025Q3: 13,533 shares; 2025Q4: 14,962 shares 14,962 $9.88M 0.83% +1,429 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: 82,751 shares; 2024Q4: 82,751 shares; 2025Q1: 82,452 shares; 2025Q2: 84,163 shares; 2025Q3: 82,990 shares; 2025Q4: 87,334 shares 87,334 $9.68M 0.81% +4,344 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: 3,522 shares; 2024Q4: 3,522 shares; 2025Q1: 4,052 shares; 2025Q2: 28,347 shares; 2025Q3: 32,292 shares; 2025Q4: 31,206 shares 31,206 $9.61M 0.81% -1,086 Timeline FXI 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: 239,553 shares; 2025Q2: 54,793 shares; 2025Q3: 239,086 shares; 2025Q4: 249,882 shares 249,882 $9.57M 0.8% +10,796 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: 21,113 shares; 2024Q4: 21,113 shares; 2025Q1: 24,155 shares; 2025Q2: 25,385 shares; 2025Q3: 26,091 shares; 2025Q4: 23,991 shares 23,991 $9.51M 0.8% -2,100 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: 35,128 shares; 2024Q4: 35,128 shares; 2025Q1: 32,573 shares; 2025Q2: 34,039 shares; 2025Q3: 31,444 shares; 2025Q4: 64,584 shares 64,584 $9.3M 0.78% +33,140 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: 11,652 shares; 2024Q4: 11,652 shares; 2025Q1: 13,567 shares; 2025Q2: 12,325 shares; 2025Q3: 11,690 shares; 2025Q4: 10,539 shares 10,539 $9.09M 0.76% -1,151 Timeline EWH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 313,507 shares; 2025Q4: 411,325 shares 411,325 $8.74M 0.74% +97,818 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 135,344 shares; 2025Q2: 157,750 shares; 2025Q3: 157,624 shares; 2025Q4: 86,209 shares 86,209 $8.65M 0.73% -71,415 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 587,551 shares; 2025Q2: 522,088 shares; 2025Q3: 516,344 shares; 2025Q4: 512,737 shares 512,737 $8.13M 0.68% -3,607 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: 34,801 shares; 2024Q4: 34,801 shares; 2025Q1: 37,971 shares; 2025Q2: 38,222 shares; 2025Q3: 39,309 shares; 2025Q4: 36,462 shares 36,462 $8.01M 0.67% -2,847 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE 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: 158,274 shares; 2025Q2: 191,509 shares; 2025Q3: 191,582 shares; 2025Q4: 196,353 shares 196,353 $7.9M 0.66% +4,771 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: 252,110 shares; 2024Q4: 252,110 shares; 2025Q1: 224,818 shares; 2025Q2: 223,980 shares; 2025Q3: 224,993 shares; 2025Q4: 64,568 shares 64,568 $7.76M 0.65% -160,425 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 163,205 shares 163,205 $7.38M 0.62% new 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: 20,511 shares; 2024Q4: 20,511 shares; 2025Q1: 20,915 shares; 2025Q2: 21,842 shares; 2025Q3: 21,767 shares; 2025Q4: 20,924 shares 20,924 $7.34M 0.62% -843 Timeline STOT SSGA ACTIVE TR More: the full row for SSGA ACTIVE 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: 191,550 shares; 2025Q3: 173,571 shares; 2025Q4: 152,441 shares 152,441 $7.21M 0.61% -21,130 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: 8,290 shares; 2024Q4: 8,290 shares; 2025Q1: 9,520 shares; 2025Q2: 10,048 shares; 2025Q3: 9,855 shares; 2025Q4: 10,458 shares 10,458 $7.16M 0.6% +603 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: 3,580 shares; 2024Q4: 3,580 shares; 2025Q1: 3,239 shares; 2025Q2: 4,439 shares; 2025Q3: 4,415 shares; 2025Q4: 46,273 shares 46,273 $7.16M 0.6% +41,858 Timeline FNDX 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: 93,641 shares; 2024Q4: 93,641 shares; 2025Q1: 270,269 shares; 2025Q2: 261,186 shares; 2025Q3: 262,071 shares; 2025Q4: 258,343 shares 258,343 $7.03M 0.59% -3,728 Timeline PRF 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: 194,122 shares; 2024Q4: 194,122 shares; 2025Q1: 170,586 shares; 2025Q2: 158,369 shares; 2025Q3: 151,418 shares; 2025Q4: 146,552 shares 146,552 $6.88M 0.58% -4,866 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: 6,472 shares; 2024Q4: 6,472 shares; 2025Q1: 39,111 shares; 2025Q2: 40,073 shares; 2025Q3: 41,162 shares; 2025Q4: 36,100 shares 36,100 $6.79M 0.57% -5,062 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: 5,658 shares; 2024Q4: 5,658 shares; 2025Q1: 46,618 shares; 2025Q2: 48,038 shares; 2025Q3: 48,380 shares; 2025Q4: 44,154 shares 44,154 $6.78M 0.57% -4,226 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: 8,559 shares; 2024Q4: 8,559 shares; 2025Q1: 8,077 shares; 2025Q2: 7,494 shares; 2025Q3: 55,073 shares; 2025Q4: 41,100 shares 41,100 $6.71M 0.56% -13,973 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: not reported; 2024Q4: not reported; 2025Q1: 109,150 shares; 2025Q2: 54,147 shares; 2025Q3: 71,768 shares; 2025Q4: 71,984 shares 71,984 $6.7M 0.56% +216 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,919 shares; 2024Q4: 1,919 shares; 2025Q1: not reported; 2025Q2: 12,964 shares; 2025Q3: 22,982 shares; 2025Q4: 23,048 shares 23,048 $6.58M 0.55% +66 Timeline VGSH 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: 73,048 shares; 2025Q2: 157,435 shares; 2025Q3: 105,602 shares; 2025Q4: 111,853 shares 111,853 $6.57M 0.55% +6,251 Timeline EWT ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 43,385 shares; 2025Q3: 91,334 shares; 2025Q4: 102,402 shares 102,402 $6.51M 0.55% +11,068 Timeline LINC LINCOLN EDL SVCS CORP More: the full row for LINCOLN EDL SVCS 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: 631,103 shares; 2025Q2: 291,618 shares; 2025Q3: 255,080 shares; 2025Q4: 251,754 shares 251,754 $6.08M 0.51% -3,326 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: 11,185 shares; 2024Q4: 11,185 shares; 2025Q1: 12,731 shares; 2025Q2: 12,941 shares; 2025Q3: 13,195 shares; 2025Q4: 12,208 shares 12,208 $5.99M 0.5% -987 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: 8,951 shares; 2024Q4: 8,951 shares; 2025Q1: 8,648 shares; 2025Q2: 8,618 shares; 2025Q3: 8,560 shares; 2025Q4: 8,795 shares 8,795 $5.98M 0.5% +235 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 71,168 shares; 2025Q3: 59,803 shares; 2025Q4: 60,001 shares 60,001 $5.83M 0.49% +198 Timeline DBND DOUBLELINE ETF TRUST More: the full row for DOUBLELINE 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: 58,529 shares; 2025Q4: 125,136 shares 125,136 $5.8M 0.49% +66,607 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,727 shares; 2024Q4: 15,727 shares; 2025Q1: 18,029 shares; 2025Q2: 18,194 shares; 2025Q3: 18,721 shares; 2025Q4: 16,852 shares 16,852 $5.8M 0.49% -1,869 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: 55,350 shares; 2024Q4: 55,350 shares; 2025Q1: 53,707 shares; 2025Q2: 52,990 shares; 2025Q3: 51,794 shares; 2025Q4: 48,274 shares 48,274 $5.8M 0.49% -3,520 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: 30,206 shares; 2024Q4: 30,206 shares; 2025Q1: 26,499 shares; 2025Q2: 26,237 shares; 2025Q3: 24,874 shares; 2025Q4: 27,996 shares 27,996 $5.78M 0.49% +3,122 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: 76,939 shares; 2024Q4: 76,939 shares; 2025Q1: 75,725 shares; 2025Q2: 71,479 shares; 2025Q3: 74,046 shares; 2025Q4: 70,220 shares 70,220 $5.64M 0.47% -3,826 Timeline JBS JBS N.V. More: the full row for JBS N.V. 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: 393,565 shares; 2025Q3: 388,881 shares; 2025Q4: 388,565 shares 388,565 $5.6M 0.47% -316 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: 5,384 shares; 2024Q4: 5,384 shares; 2025Q1: 5,546 shares; 2025Q2: 5,341 shares; 2025Q3: 5,391 shares; 2025Q4: 6,317 shares 6,317 $5.52M 0.46% +926 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: 17,072 shares; 2024Q4: 17,072 shares; 2025Q1: 23,062 shares; 2025Q2: 23,869 shares; 2025Q3: 24,462 shares; 2025Q4: 23,383 shares 23,383 $5.4M 0.45% -1,079 Timeline VALE VALE S A More: the full row for VALE 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: 635,755 shares; 2025Q2: 558,285 shares; 2025Q3: 406,664 shares; 2025Q4: 407,902 shares 407,902 $5.31M 0.45% +1,238 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: 13,611 shares; 2025Q2: 13,995 shares; 2025Q3: 14,909 shares; 2025Q4: 14,366 shares 14,366 $5.31M 0.45% -543 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: 3,495 shares; 2024Q4: 3,495 shares; 2025Q1: 31,322 shares; 2025Q2: 32,712 shares; 2025Q3: 32,206 shares; 2025Q4: 32,435 shares 32,435 $5.29M 0.44% +229 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 64,212 shares 64,212 $5.18M 0.44% new 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: 147,373 shares; 2024Q4: 147,373 shares; 2025Q1: 143,579 shares; 2025Q2: 143,718 shares; 2025Q3: 143,698 shares; 2025Q4: 142,246 shares 142,246 $5.16M 0.43% -1,452 Timeline NMR NOMURA HLDGS INC More: the full row for NOMURA 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: 595,771 shares; 2025Q2: 617,515 shares; 2025Q3: 609,900 shares; 2025Q4: 611,486 shares 611,486 $5.13M 0.43% +1,586 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,738 shares; 2024Q4: 90,738 shares; 2025Q1: 44,156 shares; 2025Q2: 43,385 shares; 2025Q3: 44,571 shares; 2025Q4: 49,356 shares 49,356 $5.06M 0.43% +4,785 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,803 shares 8,803 $4.87M 0.41% new Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM 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: 33,263 shares; 2025Q2: 32,543 shares; 2025Q3: 31,960 shares; 2025Q4: 25,814 shares 25,814 $4.81M 0.4% -6,146 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: 35,988 shares; 2024Q4: 35,988 shares; 2025Q1: 31,514 shares; 2025Q2: 31,415 shares; 2025Q3: 31,087 shares; 2025Q4: 31,383 shares 31,383 $4.78M 0.4% +296 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: 15,547 shares; 2024Q4: 15,547 shares; 2025Q1: 15,586 shares; 2025Q2: 15,181 shares; 2025Q3: 14,782 shares; 2025Q4: 15,067 shares 15,067 $4.73M 0.4% +285 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: 10,263 shares; 2024Q4: 10,263 shares; 2025Q1: 10,186 shares; 2025Q2: 9,889 shares; 2025Q3: 10,252 shares; 2025Q4: 9,601 shares 9,601 $4.64M 0.39% -651 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: 7,016 shares; 2024Q4: not reported; 2025Q1: 6,909 shares; 2025Q2: 7,775 shares; 2025Q3: 7,515 shares; 2025Q4: 7,472 shares 7,472 $4.56M 0.38% -43 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 6 shares 6 $4.53M 0.38% +5 Timeline JOE ST JOE CO More: the full row for ST JOE 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: 84,588 shares; 2025Q2: 83,438 shares; 2025Q3: 75,180 shares; 2025Q4: 75,881 shares 75,881 $4.51M 0.38% +701 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: 17,333 shares; 2024Q4: 17,333 shares; 2025Q1: 18,458 shares; 2025Q2: 18,655 shares; 2025Q3: 19,099 shares; 2025Q4: 17,495 shares 17,495 $4.5M 0.38% -1,604 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,660 shares; 2024Q4: 18,660 shares; 2025Q1: 18,595 shares; 2025Q2: 18,789 shares; 2025Q3: 18,903 shares; 2025Q4: 16,945 shares 16,945 $4.39M 0.37% -1,958 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,042 shares; 2024Q4: 27,042 shares; 2025Q1: 27,036 shares; 2025Q2: 26,856 shares; 2025Q3: 26,856 shares; 2025Q4: 26,802 shares 26,802 $4.38M 0.37% -54 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,868 shares; 2025Q2: 26,572 shares; 2025Q3: 26,517 shares; 2025Q4: 25,627 shares 25,627 $4.34M 0.37% -890 Timeline IQLT 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: 121,705 shares; 2024Q4: 121,705 shares; 2025Q1: 112,416 shares; 2025Q2: 108,309 shares; 2025Q3: 107,519 shares; 2025Q4: 94,457 shares 94,457 $4.29M 0.36% -13,062 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,100 shares; 2024Q4: 7,100 shares; 2025Q1: 7,100 shares; 2025Q2: 33,137 shares; 2025Q3: 34,433 shares; 2025Q4: 31,974 shares 31,974 $4.24M 0.36% -2,459 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: 9,879 shares; 2024Q4: 9,879 shares; 2025Q1: 8,035 shares; 2025Q2: 9,989 shares; 2025Q3: 13,887 shares; 2025Q4: 14,274 shares 14,274 $4.23M 0.36% +387 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: 12,766 shares; 2024Q4: 12,766 shares; 2025Q1: 13,809 shares; 2025Q2: 13,901 shares; 2025Q3: 14,203 shares; 2025Q4: 13,702 shares 13,702 $4.19M 0.35% -501 Timeline RRC RANGE RES CORP More: the full row for RANGE RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,246 shares; 2025Q2: 21,246 shares; 2025Q3: 97,294 shares; 2025Q4: 112,491 shares 112,491 $3.97M 0.33% +15,197 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,291 shares; 2024Q4: 64,291 shares; 2025Q1: 57,682 shares; 2025Q2: 52,683 shares; 2025Q3: 50,724 shares; 2025Q4: 46,692 shares 46,692 $3.85M 0.32% -4,032 Timeline LGLV 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: 18,949 shares; 2024Q4: 18,949 shares; 2025Q1: 20,424 shares; 2025Q2: 21,005 shares; 2025Q3: 21,275 shares; 2025Q4: 21,657 shares 21,657 $3.8M 0.32% +382 Timeline CRAK 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: 99,100 shares 99,100 $3.72M 0.31% new Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,159 shares; 2024Q4: 9,159 shares; 2025Q1: 10,606 shares; 2025Q2: 10,788 shares; 2025Q3: 11,317 shares; 2025Q4: 10,586 shares 10,586 $3.65M 0.31% -731 Timeline NGD NEW GOLD INC More: the full row for NEW GOLD 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: 619,460 shares; 2025Q2: 608,342 shares; 2025Q3: 599,744 shares; 2025Q4: 418,405 shares 418,405 $3.64M 0.31% -181,339 Timeline CNO CNO FINL GROUP INC More: the full row for CNO FINL 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: 86,507 shares; 2025Q2: 82,858 shares; 2025Q3: 87,808 shares; 2025Q4: 82,256 shares 82,256 $3.49M 0.29% -5,552 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: 22,603 shares; 2024Q4: 22,603 shares; 2025Q1: 23,143 shares; 2025Q2: 23,475 shares; 2025Q3: 13,944 shares; 2025Q4: 13,004 shares 13,004 $3.49M 0.29% -940 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: 13,271 shares; 2024Q4: 13,271 shares; 2025Q1: 13,371 shares; 2025Q2: 13,371 shares; 2025Q3: 13,190 shares; 2025Q4: 13,240 shares 13,240 $3.4M 0.29% +50 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,835 shares 15,835 $3.4M 0.29% new 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: 8,118 shares; 2024Q4: 8,118 shares; 2025Q1: 7,469 shares; 2025Q2: 7,137 shares; 2025Q3: 6,941 shares; 2025Q4: 6,754 shares 6,754 $3.39M 0.29% -187 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: 10,952 shares; 2024Q4: 10,952 shares; 2025Q1: 10,804 shares; 2025Q2: 12,908 shares; 2025Q3: 13,008 shares; 2025Q4: 12,183 shares 12,183 $3.33M 0.28% -825 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: 29,599 shares; 2024Q4: 29,599 shares; 2025Q1: 30,425 shares; 2025Q2: 30,264 shares; 2025Q3: 32,260 shares; 2025Q4: 30,784 shares 30,784 $3.25M 0.27% -1,476 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: 4,806 shares; 2024Q4: 4,806 shares; 2025Q1: 4,788 shares; 2025Q2: 4,749 shares; 2025Q3: 4,701 shares; 2025Q4: 5,123 shares 5,123 $2.93M 0.25% +422 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: 21,555 shares; 2024Q4: 21,555 shares; 2025Q1: 22,624 shares; 2025Q2: 21,366 shares; 2025Q3: 17,611 shares; 2025Q4: 14,714 shares 14,714 $2.87M 0.24% -2,897 Timeline DLY DOUBLELINE YIELD OPPORTUNITI More: the full row for DOUBLELINE YIELD OPPORTUNITI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 197,706 shares; 2025Q2: 196,673 shares; 2025Q3: 193,322 shares; 2025Q4: 196,926 shares 196,926 $2.86M 0.24% +3,604 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,680 shares; 2025Q4: 17,578 shares 17,578 $2.86M 0.24% +13,898 Timeline BOXX EA SERIES TRUST More: the full row for EA 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: 54,488 shares; 2025Q2: 54,098 shares; 2025Q3: 24,328 shares; 2025Q4: 23,328 shares 23,328 $2.69M 0.23% -1,000 Timeline DBL DOUBLELINE OPPORTUNISTIC CR More: the full row for DOUBLELINE OPPORTUNISTIC CR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 169,160 shares; 2025Q2: 169,914 shares; 2025Q3: 168,034 shares; 2025Q4: 171,430 shares 171,430 $2.61M 0.22% +3,396 Timeline DSL DOUBLELINE INCOME SOLUTIONS More: the full row for DOUBLELINE INCOME SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 226,897 shares; 2025Q2: 227,512 shares; 2025Q3: 224,758 shares; 2025Q4: 229,009 shares 229,009 $2.58M 0.22% +4,251 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,500 shares; 2024Q4: 38,500 shares; 2025Q1: 29,303 shares; 2025Q2: 27,835 shares; 2025Q3: 26,694 shares; 2025Q4: 23,474 shares 23,474 $2.4M 0.2% -3,220 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: 39,961 shares; 2024Q4: 39,961 shares; 2025Q1: 36,101 shares; 2025Q2: 32,874 shares; 2025Q3: 32,435 shares; 2025Q4: 31,730 shares 31,730 $2.33M 0.2% -705 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: 26,163 shares; 2024Q4: 26,163 shares; 2025Q1: 8,543 shares; 2025Q2: 8,374 shares; 2025Q3: 7,232 shares; 2025Q4: 6,929 shares 6,929 $2.27M 0.19% -303 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: 12,291 shares; 2024Q4: 12,291 shares; 2025Q1: 11,958 shares; 2025Q2: 11,958 shares; 2025Q3: 11,873 shares; 2025Q4: 12,328 shares 12,328 $2.24M 0.19% +455 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,053 shares; 2025Q2: 21,053 shares; 2025Q3: 21,000 shares; 2025Q4: 26,625 shares 26,625 $2.21M 0.19% +5,625 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: 11,189 shares; 2024Q4: 11,189 shares; 2025Q1: 10,866 shares; 2025Q2: 10,791 shares; 2025Q3: 10,414 shares; 2025Q4: 9,493 shares 9,493 $2.2M 0.18% -921 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: 6,171 shares; 2024Q4: 6,171 shares; 2025Q1: 6,055 shares; 2025Q2: 19,916 shares; 2025Q3: 7,149 shares; 2025Q4: 7,088 shares 7,088 $2.15M 0.18% -61 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: 6,425 shares; 2024Q4: 6,425 shares; 2025Q1: 5,425 shares; 2025Q2: 5,425 shares; 2025Q3: 5,425 shares; 2025Q4: 5,455 shares 5,455 $2.12M 0.18% +30 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: 19,967 shares; 2024Q4: 19,967 shares; 2025Q1: 18,856 shares; 2025Q2: 18,819 shares; 2025Q3: 16,870 shares; 2025Q4: 16,699 shares 16,699 $2.09M 0.18% -171 Timeline SQM SOCIEDAD QUIMICA Y MINERA DE More: the full row for SOCIEDAD QUIMICA Y MINERA DE 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: 27,056 shares 27,056 $1.86M 0.16% new 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: 35,019 shares; 2024Q4: 35,019 shares; 2025Q1: 34,386 shares; 2025Q2: 34,303 shares; 2025Q3: 33,445 shares; 2025Q4: 33,920 shares 33,920 $1.81M 0.15% +475 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: 6,429 shares; 2024Q4: 6,429 shares; 2025Q1: 3,225 shares; 2025Q2: 3,389 shares; 2025Q3: 3,414 shares; 2025Q4: 3,970 shares 3,970 $1.77M 0.15% +556 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: 22,759 shares; 2024Q4: 22,759 shares; 2025Q1: 22,958 shares; 2025Q2: 31,608 shares; 2025Q3: 31,608 shares; 2025Q4: 31,468 shares 31,468 $1.72M 0.14% -140 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: 4,820 shares; 2024Q4: 4,820 shares; 2025Q1: 4,700 shares; 2025Q2: 6,174 shares; 2025Q3: 5,328 shares; 2025Q4: 5,077 shares 5,077 $1.7M 0.14% -251 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: 12,555 shares; 2024Q4: 12,555 shares; 2025Q1: 13,075 shares; 2025Q2: 12,535 shares; 2025Q3: 12,479 shares; 2025Q4: 12,455 shares 12,455 $1.65M 0.14% -24 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: 5,498 shares; 2024Q4: 5,498 shares; 2025Q1: 5,444 shares; 2025Q2: 5,644 shares; 2025Q3: 5,644 shares; 2025Q4: 5,644 shares 5,644 $1.63M 0.14% 0 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: 2,031 shares; 2024Q4: 2,031 shares; 2025Q1: 2,916 shares; 2025Q2: 3,243 shares; 2025Q3: 3,246 shares; 2025Q4: 2,753 shares 2,753 $1.57M 0.13% -493 Timeline XMMO 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: 2,134 shares; 2025Q2: 9,204 shares; 2025Q3: 10,016 shares; 2025Q4: 11,336 shares 11,336 $1.57M 0.13% +1,320 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: 3,293 shares; 2024Q4: 3,293 shares; 2025Q1: 3,321 shares; 2025Q2: 3,321 shares; 2025Q3: 3,321 shares; 2025Q4: 3,321 shares 3,321 $1.55M 0.13% 0 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: 5,884 shares; 2024Q4: 5,884 shares; 2025Q1: 5,847 shares; 2025Q2: 5,847 shares; 2025Q3: 5,577 shares; 2025Q4: 4,860 shares 4,860 $1.51M 0.13% -717 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: 4,777 shares; 2024Q4: 4,777 shares; 2025Q1: 4,612 shares; 2025Q2: 4,725 shares; 2025Q3: 4,653 shares; 2025Q4: 4,652 shares 4,652 $1.48M 0.12% -1 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,021 shares; 2024Q4: 7,021 shares; 2025Q1: 6,321 shares; 2025Q2: 14,859 shares; 2025Q3: 12,359 shares; 2025Q4: 15,418 shares 15,418 $1.48M 0.12% +3,059 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: 5,771 shares; 2024Q4: 5,771 shares; 2025Q1: 3,297 shares; 2025Q2: 3,149 shares; 2025Q3: 3,146 shares; 2025Q4: 2,952 shares 2,952 $1.44M 0.12% -194 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: 650 shares; 2024Q4: 650 shares; 2025Q1: 1,760 shares; 2025Q2: 1,819 shares; 2025Q3: 1,848 shares; 2025Q4: 1,143 shares 1,143 $1.39M 0.12% -705 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: 10,338 shares; 2024Q4: 10,338 shares; 2025Q1: 9,718 shares; 2025Q2: 9,618 shares; 2025Q3: 9,618 shares; 2025Q4: 9,693 shares 9,693 $1.37M 0.12% +75 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: 3,235 shares; 2024Q4: 3,235 shares; 2025Q1: 4,356 shares; 2025Q2: 4,499 shares; 2025Q3: 4,547 shares; 2025Q4: 3,883 shares 3,883 $1.36M 0.11% -664 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,756 shares; 2024Q4: 1,756 shares; 2025Q1: 1,819 shares; 2025Q2: 1,972 shares; 2025Q3: 1,972 shares; 2025Q4: 2,257 shares 2,257 $1.36M 0.11% +285 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: 14,534 shares; 2024Q4: 14,534 shares; 2025Q1: 8,080 shares; 2025Q2: 7,628 shares; 2025Q3: 7,521 shares; 2025Q4: 7,128 shares 7,128 $1.36M 0.11% -393 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: 29,081 shares; 2024Q4: 29,081 shares; 2025Q1: 38,143 shares; 2025Q2: 44,735 shares; 2025Q3: 26,683 shares; 2025Q4: 8,985 shares 8,985 $1.29M 0.11% -17,698 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: 48,725 shares; 2024Q4: 48,725 shares; 2025Q1: 24,549 shares; 2025Q2: 24,585 shares; 2025Q3: 29,935 shares; 2025Q4: 34,225 shares 34,225 $1.26M 0.11% +4,290 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: 7,823 shares; 2024Q4: 7,823 shares; 2025Q1: 4,727 shares; 2025Q2: 4,388 shares; 2025Q3: 4,429 shares; 2025Q4: 4,297 shares 4,297 $1.25M 0.1% -132 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER 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: 78,288 shares; 2025Q3: 19,148 shares; 2025Q4: 36,753 shares 36,753 $1.24M 0.1% +17,605 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,649 shares; 2024Q4: 10,649 shares; 2025Q1: 10,649 shares; 2025Q2: 10,649 shares; 2025Q3: 10,649 shares; 2025Q4: 10,649 shares 10,649 $1.24M 0.1% 0 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: 2,103 shares; 2024Q4: 2,103 shares; 2025Q1: 1,673 shares; 2025Q2: 1,653 shares; 2025Q3: 1,653 shares; 2025Q4: 1,618 shares 1,618 $1.22M 0.1% -35 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: 5,691 shares; 2024Q4: 5,691 shares; 2025Q1: 5,491 shares; 2025Q2: 7,941 shares; 2025Q3: 7,656 shares; 2025Q4: 7,861 shares 7,861 $1.22M 0.1% +205 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,918 shares; 2024Q4: 48,918 shares; 2025Q1: 47,300 shares; 2025Q2: 47,300 shares; 2025Q3: 47,300 shares; 2025Q4: 50,100 shares 50,100 $1.17M 0.1% +2,800 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: 23,859 shares; 2024Q4: 23,859 shares; 2025Q1: 23,784 shares; 2025Q2: 23,484 shares; 2025Q3: 23,484 shares; 2025Q4: 17,994 shares 17,994 $1.16M 0.1% -5,490 Timeline MLP MAUI LD & PINEAPPLE INC More: the full row for MAUI LD & PINEAPPLE 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: 253,094 shares; 2025Q2: 221,866 shares; 2025Q3: 137,695 shares; 2025Q4: 67,918 shares 67,918 $1.15M 0.1% -69,777 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: 12,855 shares; 2024Q4: 12,855 shares; 2025Q1: 11,333 shares; 2025Q2: 11,044 shares; 2025Q3: 9,613 shares; 2025Q4: 9,998 shares 9,998 $1.14M 0.1% +385 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: not reported; 2025Q1: 6,324 shares; 2025Q2: 6,993 shares; 2025Q3: 6,033 shares; 2025Q4: 6,072 shares 6,072 $1.07M 0.09% +39 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: 2,339 shares; 2024Q4: 2,339 shares; 2025Q1: 2,339 shares; 2025Q2: 5,339 shares; 2025Q3: 5,339 shares; 2025Q4: 8,524 shares 8,524 $1.03M 0.09% +3,185 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: 3,205 shares; 2024Q4: 3,205 shares; 2025Q1: 3,195 shares; 2025Q2: 3,195 shares; 2025Q3: 3,164 shares; 2025Q4: 2,680 shares 2,680 $1.03M 0.09% -484 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: 21,770 shares; 2024Q4: 21,770 shares; 2025Q1: 15,769 shares; 2025Q2: 15,634 shares; 2025Q3: 15,634 shares; 2025Q4: 15,854 shares 15,854 $1.01M 0.08% +220 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: 12,760 shares; 2024Q4: 12,760 shares; 2025Q1: 11,649 shares; 2025Q2: 11,432 shares; 2025Q3: 11,375 shares; 2025Q4: 22,430 shares 22,430 $1M 0.08% +11,055 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: 56,035 shares; 2024Q4: 56,035 shares; 2025Q1: 42,399 shares; 2025Q2: 40,965 shares; 2025Q3: 39,663 shares; 2025Q4: 39,475 shares 39,475 $982K 0.08% -188 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY 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: 2,234 shares; 2025Q2: 2,517 shares; 2025Q3: 2,563 shares; 2025Q4: 1,681 shares 1,681 $976K 0.08% -882 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: 27,916 shares; 2024Q4: 27,916 shares; 2025Q1: 17,291 shares; 2025Q2: 17,327 shares; 2025Q3: 17,327 shares; 2025Q4: 17,469 shares 17,469 $960K 0.08% +142 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,490 shares; 2024Q4: 4,490 shares; 2025Q1: 4,998 shares; 2025Q2: 5,298 shares; 2025Q3: 5,399 shares; 2025Q4: 4,399 shares 4,399 $942K 0.08% -1,000 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,821 shares; 2024Q4: 17,821 shares; 2025Q1: 17,896 shares; 2025Q2: 17,661 shares; 2025Q3: 17,855 shares; 2025Q4: 17,641 shares 17,641 $942K 0.08% -214 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: 7,525 shares; 2024Q4: 7,525 shares; 2025Q1: 10,588 shares; 2025Q2: 11,807 shares; 2025Q3: 11,857 shares; 2025Q4: 9,656 shares 9,656 $938K 0.08% -2,201 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES 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: 25,000 shares; 2025Q2: 25,000 shares; 2025Q3: 25,000 shares; 2025Q4: 25,975 shares 25,975 $895K 0.08% +975 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: 10,510 shares; 2024Q4: 10,510 shares; 2025Q1: 9,394 shares; 2025Q2: 9,379 shares; 2025Q3: 9,265 shares; 2025Q4: 7,591 shares 7,591 $890K 0.07% -1,674 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: 4,212 shares; 2024Q4: 4,212 shares; 2025Q1: 3,319 shares; 2025Q2: 3,319 shares; 2025Q3: 3,322 shares; 2025Q4: 4,119 shares 4,119 $860K 0.07% +797 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: 1,657 shares; 2024Q4: 1,657 shares; 2025Q1: 1,854 shares; 2025Q2: 1,854 shares; 2025Q3: 1,854 shares; 2025Q4: 3,354 shares 3,354 $809K 0.07% +1,500 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: 4,835 shares; 2024Q4: 4,835 shares; 2025Q1: 4,333 shares; 2025Q2: 4,232 shares; 2025Q3: 4,333 shares; 2025Q4: 4,026 shares 4,026 $785K 0.07% -307 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: 884 shares; 2024Q4: 884 shares; 2025Q1: 1,846 shares; 2025Q2: 1,972 shares; 2025Q3: 2,000 shares; 2025Q4: 1,373 shares 1,373 $778K 0.07% -627 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: 5,274 shares; 2024Q4: 5,274 shares; 2025Q1: 4,514 shares; 2025Q2: 4,467 shares; 2025Q3: 4,277 shares; 2025Q4: 4,047 shares 4,047 $775K 0.07% -230 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: 10,033 shares; 2024Q4: 10,033 shares; 2025Q1: 9,833 shares; 2025Q2: 9,798 shares; 2025Q3: 9,798 shares; 2025Q4: 8,848 shares 8,848 $772K 0.06% -950 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: 8,850 shares; 2024Q4: 8,850 shares; 2025Q1: 6,900 shares; 2025Q2: 7,400 shares; 2025Q3: 8,400 shares; 2025Q4: 8,050 shares 8,050 $768K 0.06% -350 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: 6,153 shares; 2024Q4: 6,153 shares; 2025Q1: 6,153 shares; 2025Q2: 6,153 shares; 2025Q3: 6,153 shares; 2025Q4: 6,108 shares 6,108 $753K 0.06% -45 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: 14,195 shares; 2024Q4: 14,195 shares; 2025Q1: 28,390 shares; 2025Q2: 28,390 shares; 2025Q3: 28,390 shares; 2025Q4: 28,390 shares 28,390 $752K 0.06% 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: 1,561 shares; 2024Q4: 1,561 shares; 2025Q1: 1,572 shares; 2025Q2: 1,627 shares; 2025Q3: 1,687 shares; 2025Q4: 1,577 shares 1,577 $746K 0.06% -110 Timeline SMLF 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: 89,351 shares; 2024Q4: 89,351 shares; 2025Q1: 106,291 shares; 2025Q2: 85,110 shares; 2025Q3: 84,707 shares; 2025Q4: 9,710 shares 9,710 $727K 0.06% -74,997 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: 3,010 shares; 2024Q4: 3,010 shares; 2025Q1: 2,595 shares; 2025Q2: 2,595 shares; 2025Q3: 2,495 shares; 2025Q4: 2,395 shares 2,395 $695K 0.06% -100 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: 1,856 shares; 2024Q4: 1,856 shares; 2025Q1: 1,856 shares; 2025Q2: 1,856 shares; 2025Q3: 1,856 shares; 2025Q4: 1,836 shares 1,836 $686K 0.06% -20 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: 9,852 shares; 2024Q4: 9,852 shares; 2025Q1: 9,668 shares; 2025Q2: 9,552 shares; 2025Q3: 9,298 shares; 2025Q4: 9,771 shares 9,771 $683K 0.06% +473 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: 5,160 shares; 2024Q4: 5,160 shares; 2025Q1: 5,055 shares; 2025Q2: 5,005 shares; 2025Q3: 5,029 shares; 2025Q4: 4,845 shares 4,845 $662K 0.06% -184 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: 3,520 shares; 2024Q4: 3,520 shares; 2025Q1: 3,458 shares; 2025Q2: 3,458 shares; 2025Q3: 3,458 shares; 2025Q4: 3,508 shares 3,508 $623K 0.05% +50 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: 4,865 shares; 2024Q4: 4,865 shares; 2025Q1: 4,711 shares; 2025Q2: 4,951 shares; 2025Q3: 5,121 shares; 2025Q4: 7,961 shares 7,961 $612K 0.05% +2,840 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: 3,732 shares; 2024Q4: 3,732 shares; 2025Q1: 23,212 shares; 2025Q2: 3,771 shares; 2025Q3: 3,771 shares; 2025Q4: 3,771 shares 3,771 $605K 0.05% 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: 4,386 shares; 2024Q4: 4,386 shares; 2025Q1: 4,386 shares; 2025Q2: 4,386 shares; 2025Q3: 4,466 shares; 2025Q4: 9,637 shares 9,637 $602K 0.05% +5,171 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: 7,960 shares; 2024Q4: 7,960 shares; 2025Q1: 7,600 shares; 2025Q2: 7,260 shares; 2025Q3: 7,476 shares; 2025Q4: 7,276 shares 7,276 $591K 0.05% -200 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: 387 shares; 2024Q4: 387 shares; 2025Q1: not reported; 2025Q2: 6,440 shares; 2025Q3: 985 shares; 2025Q4: 984 shares 984 $570K 0.05% -1 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: 6,144 shares; 2024Q4: 6,144 shares; 2025Q1: 5,694 shares; 2025Q2: 5,694 shares; 2025Q3: 5,844 shares; 2025Q4: 5,694 shares 5,694 $569K 0.05% -150 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,402 shares; 2024Q4: 2,402 shares; 2025Q1: 2,147 shares; 2025Q2: 2,147 shares; 2025Q3: 2,147 shares; 2025Q4: 2,206 shares 2,206 $546K 0.05% +59 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,411 shares; 2024Q4: not reported; 2025Q1: 2,045 shares; 2025Q2: 1,841 shares; 2025Q3: 1,693 shares; 2025Q4: 1,609 shares 1,609 $543K 0.05% -84 Timeline PAVE 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: 11,391 shares; 2024Q4: 11,391 shares; 2025Q1: 8,925 shares; 2025Q2: 11,525 shares; 2025Q3: 11,225 shares; 2025Q4: 11,021 shares 11,021 $527K 0.04% -204 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: 1,716 shares; 2024Q4: 1,716 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,696 shares; 2025Q4: 3,627 shares 3,627 $525K 0.04% +1,931 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: 1,065 shares; 2024Q4: 1,065 shares; 2025Q1: 1,123 shares; 2025Q2: 1,136 shares; 2025Q3: 2,136 shares; 2025Q4: 2,088 shares 2,088 $514K 0.04% -48 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: 9,682 shares; 2024Q4: 9,682 shares; 2025Q1: 6,590 shares; 2025Q2: 7,837 shares; 2025Q3: 6,287 shares; 2025Q4: 5,487 shares 5,487 $514K 0.04% -800 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: 8,176 shares; 2024Q4: 8,176 shares; 2025Q1: 6,069 shares; 2025Q2: 6,046 shares; 2025Q3: 5,846 shares; 2025Q4: 8,046 shares 8,046 $513K 0.04% +2,200 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: 2,349 shares; 2024Q4: 2,349 shares; 2025Q1: 2,349 shares; 2025Q2: 2,349 shares; 2025Q3: 2,349 shares; 2025Q4: 2,325 shares 2,325 $493K 0.04% -24 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,871 shares; 2025Q3: 4,931 shares; 2025Q4: 9,523 shares 9,523 $487K 0.04% +4,592 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: 7,100 shares; 2024Q4: 7,100 shares; 2025Q1: 6,800 shares; 2025Q2: 6,505 shares; 2025Q3: 5,505 shares; 2025Q4: 5,555 shares 5,555 $472K 0.04% +50 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,450 shares; 2025Q4: 3,472 shares 3,472 $448K 0.04% +22 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 816 shares; 2024Q4: 816 shares; 2025Q1: 824 shares; 2025Q2: 804 shares; 2025Q3: 784 shares; 2025Q4: 784 shares 784 $447K 0.04% 0 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: 1,920 shares; 2024Q4: 1,920 shares; 2025Q1: 1,700 shares; 2025Q2: 1,700 shares; 2025Q3: 1,800 shares; 2025Q4: 2,224 shares 2,224 $444K 0.04% +424 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: not reported; 2025Q1: 664 shares; 2025Q2: 669 shares; 2025Q3: 677 shares; 2025Q4: 678 shares 678 $443K 0.04% +1 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: 1,644 shares; 2024Q4: 1,644 shares; 2025Q1: 1,561 shares; 2025Q2: 1,510 shares; 2025Q3: 1,475 shares; 2025Q4: 1,300 shares 1,300 $438K 0.04% -175 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,745 shares; 2025Q2: 7,159 shares; 2025Q3: 6,948 shares; 2025Q4: 6,478 shares 6,478 $437K 0.04% -470 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,390 shares; 2024Q4: 2,390 shares; 2025Q1: 2,627 shares; 2025Q2: 880 shares; 2025Q3: 855 shares; 2025Q4: 773 shares 773 $434K 0.04% -82 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,754 shares; 2025Q3: 1,754 shares; 2025Q4: 1,754 shares 1,754 $425K 0.04% 0 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: 5,425 shares; 2024Q4: 5,425 shares; 2025Q1: 2,135 shares; 2025Q2: 2,110 shares; 2025Q3: 2,110 shares; 2025Q4: 1,619 shares 1,619 $418K 0.04% -491 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: 1,478 shares; 2024Q4: 1,478 shares; 2025Q1: 1,672 shares; 2025Q2: 2,038 shares; 2025Q3: 2,038 shares; 2025Q4: 1,918 shares 1,918 $416K 0.04% -120 Timeline TIP 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: 4,712 shares; 2024Q4: 4,712 shares; 2025Q1: 4,212 shares; 2025Q2: 3,812 shares; 2025Q3: 3,762 shares; 2025Q4: 3,762 shares 3,762 $413K 0.03% 0 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: 41,965 shares; 2024Q4: 41,965 shares; 2025Q1: 44,378 shares; 2025Q2: 45,367 shares; 2025Q3: 48,490 shares; 2025Q4: 7,584 shares 7,584 $408K 0.03% -40,906 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,370 shares; 2024Q4: 20,370 shares; 2025Q1: 17,395 shares; 2025Q2: 17,395 shares; 2025Q3: 16,775 shares; 2025Q4: 14,395 shares 14,395 $407K 0.03% -2,380 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: 4,169 shares; 2024Q4: 4,169 shares; 2025Q1: 3,103 shares; 2025Q2: 3,103 shares; 2025Q3: 2,938 shares; 2025Q4: 2,828 shares 2,828 $406K 0.03% -110 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,358 shares; 2024Q4: 7,358 shares; 2025Q1: 7,358 shares; 2025Q2: 7,645 shares; 2025Q3: 7,625 shares; 2025Q4: 7,490 shares 7,490 $406K 0.03% -135 Timeline PPC PILGRIMS PRIDE CORP More: the full row for PILGRIMS PRIDE 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: 17,125 shares; 2025Q2: 10,505 shares; 2025Q3: 10,447 shares; 2025Q4: 10,377 shares 10,377 $405K 0.03% -70 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,932 shares; 2025Q2: 8,932 shares; 2025Q3: 8,932 shares; 2025Q4: 9,432 shares 9,432 $403K 0.03% +500 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: not reported; 2025Q1: not reported; 2025Q2: 3,079 shares; 2025Q3: 3,384 shares; 2025Q4: 1,645 shares 1,645 $400K 0.03% -1,739 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: 1,600 shares; 2024Q4: 1,600 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares 1,500 $394K 0.03% 0 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: 2,066 shares; 2024Q4: 2,066 shares; 2025Q1: 2,077 shares; 2025Q2: 2,077 shares; 2025Q3: 2,077 shares; 2025Q4: 3,680 shares 3,680 $393K 0.03% +1,603 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: 12,643 shares; 2024Q4: 12,643 shares; 2025Q1: 11,043 shares; 2025Q2: 10,823 shares; 2025Q3: 8,179 shares; 2025Q4: 9,596 shares 9,596 $391K 0.03% +1,417 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: 5,287 shares; 2024Q4: 5,287 shares; 2025Q1: 6,687 shares; 2025Q2: 6,687 shares; 2025Q3: 6,687 shares; 2025Q4: 6,687 shares 6,687 $386K 0.03% 0 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: 9,134 shares; 2024Q4: 9,134 shares; 2025Q1: 824 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,135 shares 1,135 $375K 0.03% new Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,000 shares; 2024Q4: 30,000 shares; 2025Q1: 30,000 shares; 2025Q2: 30,000 shares; 2025Q3: 30,000 shares; 2025Q4: 30,000 shares 30,000 $371K 0.03% 0 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,600 shares; 2024Q4: 1,600 shares; 2025Q1: 1,600 shares; 2025Q2: 1,650 shares; 2025Q3: 1,650 shares; 2025Q4: 1,650 shares 1,650 $354K 0.03% 0 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,385 shares; 2024Q4: 4,385 shares; 2025Q1: 4,385 shares; 2025Q2: 4,385 shares; 2025Q3: 4,385 shares; 2025Q4: 4,385 shares 4,385 $350K 0.03% 0 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: 27,725 shares; 2024Q4: 27,725 shares; 2025Q1: 2,255 shares; 2025Q2: 1,965 shares; 2025Q3: 1,928 shares; 2025Q4: 1,954 shares 1,954 $339K 0.03% +26 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: 1,896 shares; 2024Q4: 1,896 shares; 2025Q1: 1,898 shares; 2025Q2: 1,898 shares; 2025Q3: 2,014 shares; 2025Q4: 1,550 shares 1,550 $326K 0.03% -464 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,535 shares; 2024Q4: 1,535 shares; 2025Q1: 1,500 shares; 2025Q2: 14,544 shares; 2025Q3: 2,465 shares; 2025Q4: 1,465 shares 1,465 $316K 0.03% -1,000 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,915 shares; 2024Q4: 4,915 shares; 2025Q1: 4,878 shares; 2025Q2: 4,548 shares; 2025Q3: 4,548 shares; 2025Q4: 4,575 shares 4,575 $313K 0.03% +27 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: not reported; 2024Q4: not reported; 2025Q1: 4,694 shares; 2025Q2: 4,576 shares; 2025Q3: 4,576 shares; 2025Q4: 4,576 shares 4,576 $307K 0.03% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,321 shares; 2025Q3: 4,321 shares; 2025Q4: 4,321 shares 4,321 $307K 0.03% 0 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,074 shares; 2024Q4: 8,074 shares; 2025Q1: 8,074 shares; 2025Q2: 8,074 shares; 2025Q3: 8,074 shares; 2025Q4: 6,752 shares 6,752 $304K 0.03% -1,322 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,921 shares; 2024Q4: 11,921 shares; 2025Q1: 11,500 shares; 2025Q2: 11,500 shares; 2025Q3: 11,500 shares; 2025Q4: 11,500 shares 11,500 $293K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: 7,039 shares; 2025Q2: 7,064 shares; 2025Q3: 7,085 shares; 2025Q4: 6,207 shares 6,207 $291K 0.02% -878 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: 1,877 shares; 2024Q4: 1,877 shares; 2025Q1: 1,659 shares; 2025Q2: 1,660 shares; 2025Q3: 1,660 shares; 2025Q4: 1,660 shares 1,660 $284K 0.02% 0 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,050 shares; 2024Q4: 4,050 shares; 2025Q1: 4,050 shares; 2025Q2: 4,050 shares; 2025Q3: 4,050 shares; 2025Q4: 4,050 shares 4,050 $283K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,037 shares 2,037 $281K 0.02% new 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: 1,634 shares; 2024Q4: 1,634 shares; 2025Q1: 1,121 shares; 2025Q2: 1,121 shares; 2025Q3: 1,061 shares; 2025Q4: 951 shares 951 $274K 0.02% -110 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: 6,967 shares; 2024Q4: 6,967 shares; 2025Q1: 6,287 shares; 2025Q2: 5,338 shares; 2025Q3: 3,229 shares; 2025Q4: 2,825 shares 2,825 $271K 0.02% -404 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: 2,286 shares; 2024Q4: 2,286 shares; 2025Q1: 2,361 shares; 2025Q2: 2,461 shares; 2025Q3: 2,361 shares; 2025Q4: 2,651 shares 2,651 $267K 0.02% +290 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: not reported; 2024Q4: not reported; 2025Q1: 351 shares; 2025Q2: 300 shares; 2025Q3: 290 shares; 2025Q4: 2,850 shares 2,850 $267K 0.02% +2,560 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,844 shares 3,844 $267K 0.02% new Timeline FNDA 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: 16,164 shares; 2024Q4: 16,164 shares; 2025Q1: 19,614 shares; 2025Q2: 19,614 shares; 2025Q3: 16,266 shares; 2025Q4: 8,266 shares 8,266 $260K 0.02% -8,000 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: 2,379 shares; 2024Q4: 2,379 shares; 2025Q1: 2,244 shares; 2025Q2: 2,244 shares; 2025Q3: 2,244 shares; 2025Q4: 2,244 shares 2,244 $259K 0.02% 0 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 294 shares; 2024Q4: 294 shares; 2025Q1: 251 shares; 2025Q2: 251 shares; 2025Q3: 251 shares; 2025Q4: 251 shares 251 $253K 0.02% 0 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT 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: 20,623 shares; 2025Q3: 2,989 shares; 2025Q4: 1,839 shares 1,839 $250K 0.02% -1,150 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,400 shares; 2025Q3: not reported; 2025Q4: 11,800 shares 11,800 $250K 0.02% new Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,700 shares 9,700 $248K 0.02% new Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,840 shares; 2024Q4: 4,840 shares; 2025Q1: 4,550 shares; 2025Q2: 4,975 shares; 2025Q3: 4,575 shares; 2025Q4: 4,515 shares 4,515 $240K 0.02% -60 Timeline MSM MSC INDL DIRECT INC More: the full row for MSC INDL DIRECT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,610 shares; 2024Q4: 4,610 shares; 2025Q1: 4,610 shares; 2025Q2: 4,610 shares; 2025Q3: 4,610 shares; 2025Q4: 2,856 shares 2,856 $240K 0.02% -1,754 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: 1,184 shares; 2024Q4: 1,184 shares; 2025Q1: not reported; 2025Q2: 984 shares; 2025Q3: 988 shares; 2025Q4: 884 shares 884 $240K 0.02% -104 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: 5,040 shares; 2024Q4: not reported; 2025Q1: 4,695 shares; 2025Q2: 3,656 shares; 2025Q3: 2,666 shares; 2025Q4: 2,666 shares 2,666 $227K 0.02% 0 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: 2,777 shares; 2024Q4: 2,777 shares; 2025Q1: 2,677 shares; 2025Q2: 2,677 shares; 2025Q3: 2,639 shares; 2025Q4: 2,683 shares 2,683 $226K 0.02% +44 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,982 shares 4,982 $226K 0.02% 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: 14,780 shares; 2024Q4: 14,780 shares; 2025Q1: 11,235 shares; 2025Q2: 10,225 shares; 2025Q3: 10,225 shares; 2025Q4: 7,125 shares 7,125 $221K 0.02% -3,100 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,040 shares; 2024Q4: 1,040 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 720 shares 720 $217K 0.02% new Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 330 shares; 2025Q4: 345 shares 345 $216K 0.02% +15 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: 1,716 shares; 2024Q4: 1,716 shares; 2025Q1: 1,707 shares; 2025Q2: 1,707 shares; 2025Q3: 1,710 shares; 2025Q4: 1,707 shares 1,707 $215K 0.02% -3 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS 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: 1,275 shares; 2025Q4: 1,285 shares 1,285 $214K 0.02% +10 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: not reported; 2024Q4: not reported; 2025Q1: 7,650 shares; 2025Q2: 7,654 shares; 2025Q3: 7,654 shares; 2025Q4: 8,575 shares 8,575 $213K 0.02% +921 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: not reported; 2024Q4: not reported; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 935 shares; 2025Q4: 935 shares 935 $213K 0.02% 0 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: 1,380 shares; 2024Q4: 1,380 shares; 2025Q1: 1,504 shares; 2025Q2: 1,504 shares; 2025Q3: 954 shares; 2025Q4: 725 shares 725 $209K 0.02% -229 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,063 shares; 2024Q4: 1,063 shares; 2025Q1: 411 shares; 2025Q2: 320 shares; 2025Q3: 320 shares; 2025Q4: 308 shares 308 $204K 0.02% -12 Timeline BAND BANDWIDTH INC More: the full row for BANDWIDTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,711 shares; 2024Q4: 12,711 shares; 2025Q1: 12,711 shares; 2025Q2: 12,711 shares; 2025Q3: 12,711 shares; 2025Q4: 12,711 shares 12,711 $196K 0.02% 0 Timeline Direxion Daily TSLA Bear 1X… Direxion Daily TSLA Bear 1X Shares More: the full row for Direxion Daily TSLA Bear 1X Shares Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,470 shares; 2025Q4: 20,940 shares 20,940 $106K 0.01% -530 GRAB GRAB HOLDINGS LIMITED More: the full row for GRAB HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares 12,000 $59.9K 0.01% 0 Timeline BLNE BEELINE HOLDINGS INC More: the full row for BEELINE 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: not reported; 2025Q3: not reported; 2025Q4: 13,001 shares 13,001 $22.4K <0.01% new Timeline QUCY QUANTUM CYBER NV More: the full row for QUANTUM CYBER NV 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: 15,000 shares; 2025Q3: 15,000 shares; 2025Q4: 15,000 shares 15,000 $16.8K <0.01% 0 Timeline