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: 928,583 shares; 2024Q4: 919,211 shares; 2025Q1: 895,992 shares; 2025Q2: 881,786 shares; 2025Q3: 876,885 shares; 2025Q4: 861,620 shares 861,620 $234M 7.51% -15,265 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: 704,903 shares; 2024Q4: 692,754 shares; 2025Q1: 711,704 shares; 2025Q2: 695,261 shares; 2025Q3: 689,908 shares; 2025Q4: 1,343,491 shares 1,343,491 $193M 6.2% +653,583 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: 315,583 shares; 2024Q4: 309,763 shares; 2025Q1: 303,805 shares; 2025Q2: 299,432 shares; 2025Q3: 299,807 shares; 2025Q4: 298,472 shares 298,472 $144M 4.63% -1,335 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: 121,533 shares; 2024Q4: 119,830 shares; 2025Q1: 117,133 shares; 2025Q2: 115,963 shares; 2025Q3: 116,010 shares; 2025Q4: 114,938 shares 114,938 $99.1M 3.18% -1,072 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: 282,873 shares; 2024Q4: 283,674 shares; 2025Q1: 278,209 shares; 2025Q2: 275,545 shares; 2025Q3: 276,710 shares; 2025Q4: 272,422 shares 272,422 $85.3M 2.73% -4,288 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: 336,701 shares; 2024Q4: 340,893 shares; 2025Q1: 336,914 shares; 2025Q2: 332,233 shares; 2025Q3: 334,715 shares; 2025Q4: 333,864 shares 333,864 $77.1M 2.47% -851 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: 176,033 shares; 2024Q4: 178,279 shares; 2025Q1: 181,477 shares; 2025Q2: 200,446 shares; 2025Q3: 219,025 shares; 2025Q4: 219,296 shares 219,296 $70.7M 2.27% +271 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: 387,258 shares; 2024Q4: 385,120 shares; 2025Q1: 379,011 shares; 2025Q2: 374,313 shares; 2025Q3: 376,523 shares; 2025Q4: 368,450 shares 368,450 $68.7M 2.2% -8,073 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: 587,264 shares; 2024Q4: 584,954 shares; 2025Q1: 576,205 shares; 2025Q2: 569,305 shares; 2025Q3: 571,444 shares; 2025Q4: 564,680 shares 564,680 $62.9M 2.02% -6,764 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 641,751 shares; 2024Q4: 645,485 shares; 2025Q1: 674,811 shares; 2025Q2: 717,482 shares; 2025Q3: 544,529 shares; 2025Q4: 532,986 shares 532,986 $62.7M 2.01% -11,543 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: 79,511 shares; 2024Q4: 72,527 shares; 2025Q1: 78,440 shares; 2025Q2: 82,427 shares; 2025Q3: 83,638 shares; 2025Q4: 81,904 shares 81,904 $61.7M 1.98% -1,734 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: 234,819 shares; 2024Q4: 226,489 shares; 2025Q1: 238,548 shares; 2025Q2: 251,152 shares; 2025Q3: 250,492 shares; 2025Q4: 488,994 shares 488,994 $58.4M 1.87% +238,502 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: 161,042 shares; 2024Q4: 160,577 shares; 2025Q1: 155,977 shares; 2025Q2: 154,101 shares; 2025Q3: 153,799 shares; 2025Q4: 151,682 shares 151,682 $53.2M 1.71% -2,117 Timeline VOX 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: 268,663 shares; 2024Q4: 254,484 shares; 2025Q1: 267,652 shares; 2025Q2: 268,933 shares; 2025Q3: 269,219 shares; 2025Q4: 270,951 shares 270,951 $52.5M 1.68% +1,732 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: 319,320 shares; 2024Q4: 320,837 shares; 2025Q1: 338,414 shares; 2025Q2: 361,852 shares; 2025Q3: 339,841 shares; 2025Q4: 331,326 shares 331,326 $51.3M 1.64% -8,515 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: 333,831 shares; 2024Q4: 334,209 shares; 2025Q1: 324,424 shares; 2025Q2: 315,662 shares; 2025Q3: 315,581 shares; 2025Q4: 313,966 shares 313,966 $47.9M 1.53% -1,615 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: 130,681 shares; 2024Q4: 130,489 shares; 2025Q1: 137,476 shares; 2025Q2: 138,308 shares; 2025Q3: 139,147 shares; 2025Q4: 137,290 shares 137,290 $47.2M 1.51% -1,857 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: 153,109 shares; 2024Q4: 150,093 shares; 2025Q1: 149,918 shares; 2025Q2: 148,019 shares; 2025Q3: 151,147 shares; 2025Q4: 148,004 shares 148,004 $46.4M 1.49% -3,143 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: 877,613 shares; 2024Q4: 880,301 shares; 2025Q1: 879,432 shares; 2025Q2: 895,558 shares; 2025Q3: 876,740 shares; 2025Q4: 843,733 shares 843,733 $46.2M 1.48% -33,007 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: 183,846 shares; 2024Q4: 181,714 shares; 2025Q1: 176,954 shares; 2025Q2: 173,834 shares; 2025Q3: 172,936 shares; 2025Q4: 168,378 shares 168,378 $43.3M 1.39% -4,558 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: 195,068 shares; 2024Q4: 194,776 shares; 2025Q1: 192,940 shares; 2025Q2: 191,047 shares; 2025Q3: 191,131 shares; 2025Q4: 189,636 shares 189,636 $41.7M 1.34% -1,495 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: 257,627 shares; 2024Q4: 253,576 shares; 2025Q1: 258,694 shares; 2025Q2: 260,737 shares; 2025Q3: 259,582 shares; 2025Q4: 256,851 shares 256,851 $39.8M 1.28% -2,731 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: 221,691 shares; 2024Q4: 209,961 shares; 2025Q1: 200,081 shares; 2025Q2: 193,386 shares; 2025Q3: 189,675 shares; 2025Q4: 188,796 shares 188,796 $39.1M 1.25% -879 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,831 shares; 2024Q4: 101,340 shares; 2025Q1: 99,893 shares; 2025Q2: 97,866 shares; 2025Q3: 97,833 shares; 2025Q4: 96,700 shares 96,700 $37.6M 1.21% -1,133 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: 43,110 shares; 2024Q4: 43,052 shares; 2025Q1: 43,373 shares; 2025Q2: 59,199 shares; 2025Q3: 58,422 shares; 2025Q4: 58,725 shares 58,725 $36.1M 1.16% +303 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: 222,556 shares; 2024Q4: 221,687 shares; 2025Q1: 222,056 shares; 2025Q2: 220,458 shares; 2025Q3: 108,382 shares; 2025Q4: 104,380 shares 104,380 $35M 1.12% -4,002 Timeline VCR 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: 80,887 shares; 2024Q4: 80,313 shares; 2025Q1: 83,293 shares; 2025Q2: 85,565 shares; 2025Q3: 86,340 shares; 2025Q4: 86,283 shares 86,283 $34M 1.09% -57 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 191,117 shares; 2024Q4: 201,758 shares; 2025Q1: 210,285 shares; 2025Q2: 214,753 shares; 2025Q3: 220,787 shares; 2025Q4: 212,406 shares 212,406 $32.7M 1.05% -8,381 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 429,633 shares; 2024Q4: 419,347 shares; 2025Q1: 410,786 shares; 2025Q2: 408,538 shares; 2025Q3: 410,556 shares; 2025Q4: 409,784 shares 409,784 $31.8M 1.02% -772 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: 48,829 shares; 2024Q4: 45,426 shares; 2025Q1: 45,073 shares; 2025Q2: 43,655 shares; 2025Q3: 44,073 shares; 2025Q4: 44,364 shares 44,364 $30.3M 0.97% +291 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: 355,082 shares; 2024Q4: 353,456 shares; 2025Q1: 353,448 shares; 2025Q2: 353,359 shares; 2025Q3: 343,427 shares; 2025Q4: 657,883 shares 657,883 $29.4M 0.94% +314,456 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: 358,478 shares; 2024Q4: 354,237 shares; 2025Q1: 349,960 shares; 2025Q2: 348,351 shares; 2025Q3: 366,065 shares; 2025Q4: 361,049 shares 361,049 $29M 0.93% -5,016 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: 91,442 shares; 2024Q4: 91,086 shares; 2025Q1: 89,959 shares; 2025Q2: 89,835 shares; 2025Q3: 88,794 shares; 2025Q4: 87,521 shares 87,521 $28.6M 0.92% -1,273 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: 54,005 shares; 2024Q4: 53,808 shares; 2025Q1: 52,222 shares; 2025Q2: 51,441 shares; 2025Q3: 50,176 shares; 2025Q4: 49,619 shares 49,619 $28.4M 0.91% -557 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 358,998 shares; 2024Q4: 342,212 shares; 2025Q1: 348,157 shares; 2025Q2: 343,860 shares; 2025Q3: 204,281 shares; 2025Q4: 203,114 shares 203,114 $27.1M 0.87% -1,167 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: 38,668 shares; 2024Q4: 37,419 shares; 2025Q1: 37,750 shares; 2025Q2: 21,877 shares; 2025Q3: 24,936 shares; 2025Q4: 25,026 shares 25,026 $26.9M 0.86% +90 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: 215,657 shares; 2024Q4: 212,560 shares; 2025Q1: 202,363 shares; 2025Q2: 193,272 shares; 2025Q3: 189,276 shares; 2025Q4: 182,472 shares 182,472 $26.2M 0.84% -6,804 Timeline VIS 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: 83,282 shares; 2024Q4: 83,670 shares; 2025Q1: 84,001 shares; 2025Q2: 86,448 shares; 2025Q3: 86,872 shares; 2025Q4: 86,647 shares 86,647 $25.9M 0.83% -225 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: 78,501 shares; 2024Q4: 79,534 shares; 2025Q1: 76,541 shares; 2025Q2: 76,337 shares; 2025Q3: 76,072 shares; 2025Q4: 76,241 shares 76,241 $23.3M 0.75% +169 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: 79,227 shares; 2024Q4: 72,590 shares; 2025Q1: 68,469 shares; 2025Q2: 66,388 shares; 2025Q3: 67,670 shares; 2025Q4: 59,460 shares 59,460 $20.6M 0.66% -8,210 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,601 shares; 2024Q4: 14,962 shares; 2025Q1: 54,292 shares; 2025Q2: 59,957 shares; 2025Q3: 62,329 shares; 2025Q4: 58,434 shares 58,434 $18.7M 0.6% -3,895 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: 77,635 shares; 2024Q4: 75,474 shares; 2025Q1: 73,632 shares; 2025Q2: 72,791 shares; 2025Q3: 72,439 shares; 2025Q4: 70,730 shares 70,730 $18.6M 0.6% -1,709 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: 406,765 shares; 2024Q4: 388,910 shares; 2025Q1: 361,810 shares; 2025Q2: 364,645 shares; 2025Q3: 363,493 shares; 2025Q4: 335,262 shares 335,262 $18.4M 0.59% -28,231 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: 16,281 shares; 2024Q4: 15,943 shares; 2025Q1: 15,829 shares; 2025Q2: 15,669 shares; 2025Q3: 15,692 shares; 2025Q4: 15,088 shares 15,088 $18.3M 0.59% -604 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: 144,381 shares; 2024Q4: 142,877 shares; 2025Q1: 139,782 shares; 2025Q2: 146,946 shares; 2025Q3: 148,678 shares; 2025Q4: 145,490 shares 145,490 $18.2M 0.58% -3,188 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: 78,792 shares; 2024Q4: 78,073 shares; 2025Q1: 75,681 shares; 2025Q2: 76,427 shares; 2025Q3: 76,340 shares; 2025Q4: 76,232 shares 76,232 $17.4M 0.56% -108 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: 105,257 shares; 2024Q4: 104,835 shares; 2025Q1: 108,506 shares; 2025Q2: 105,448 shares; 2025Q3: 55,804 shares; 2025Q4: 55,397 shares 55,397 $15.9M 0.51% -407 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: 89,033 shares; 2024Q4: 79,877 shares; 2025Q1: 73,588 shares; 2025Q2: 71,797 shares; 2025Q3: 69,974 shares; 2025Q4: 68,339 shares 68,339 $15.6M 0.5% -1,635 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: 29,229 shares; 2024Q4: 29,280 shares; 2025Q1: 29,049 shares; 2025Q2: 28,373 shares; 2025Q3: 28,765 shares; 2025Q4: 28,336 shares 28,336 $14.2M 0.46% -429 Timeline WELLS FARGO & CO WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,930 shares; 2024Q4: 11,465 shares; 2025Q1: 11,649 shares; 2025Q2: 11,637 shares; 2025Q3: 11,730 shares; 2025Q4: 11,576 shares 11,576 $14M 0.45% -154 VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,730 shares; 2024Q4: 43,830 shares; 2025Q1: 79,881 shares; 2025Q2: 85,132 shares; 2025Q3: 86,729 shares; 2025Q4: 86,429 shares 86,429 $14M 0.45% -300 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,561 shares; 2024Q4: 94,675 shares; 2025Q1: 94,508 shares; 2025Q2: 93,759 shares; 2025Q3: 93,711 shares; 2025Q4: 92,651 shares 92,651 $12.9M 0.41% -1,060 Timeline VDC 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: 57,685 shares; 2024Q4: 58,854 shares; 2025Q1: 59,996 shares; 2025Q2: 60,955 shares; 2025Q3: 56,007 shares; 2025Q4: 58,249 shares 58,249 $12.3M 0.39% +2,242 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,129 shares; 2024Q4: 118,423 shares; 2025Q1: 127,200 shares; 2025Q2: 130,192 shares; 2025Q3: 134,571 shares; 2025Q4: 278,630 shares 278,630 $11.9M 0.38% +144,059 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,763 shares; 2024Q4: 69,952 shares; 2025Q1: 71,509 shares; 2025Q2: 73,016 shares; 2025Q3: 75,437 shares; 2025Q4: 80,131 shares 80,131 $11.5M 0.37% +4,694 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: 48,500 shares; 2024Q4: 47,094 shares; 2025Q1: 45,904 shares; 2025Q2: 45,756 shares; 2025Q3: 45,717 shares; 2025Q4: 44,550 shares 44,550 $11.4M 0.37% -1,167 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 217,169 shares; 2024Q4: 212,159 shares; 2025Q1: 201,998 shares; 2025Q2: 200,811 shares; 2025Q3: 197,690 shares; 2025Q4: 192,958 shares 192,958 $10.9M 0.35% -4,732 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: 1,740 shares; 2024Q4: 3,642 shares; 2025Q1: 9,444 shares; 2025Q2: 37,330 shares; 2025Q3: 38,419 shares; 2025Q4: 36,067 shares 36,067 $10.9M 0.35% -2,352 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,975 shares; 2024Q4: 45,265 shares; 2025Q1: 44,627 shares; 2025Q2: 43,728 shares; 2025Q3: 43,261 shares; 2025Q4: 41,663 shares 41,663 $10.3M 0.33% -1,598 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: 102,143 shares; 2024Q4: 101,542 shares; 2025Q1: 102,540 shares; 2025Q2: 111,212 shares; 2025Q3: 107,575 shares; 2025Q4: 215,866 shares 215,866 $9.79M 0.31% +108,291 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: 301,339 shares; 2024Q4: 297,133 shares; 2025Q1: 283,297 shares; 2025Q2: 281,011 shares; 2025Q3: 282,360 shares; 2025Q4: 234,094 shares 234,094 $9.53M 0.31% -48,266 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: 104,983 shares; 2024Q4: 103,799 shares; 2025Q1: 95,061 shares; 2025Q2: 93,776 shares; 2025Q3: 94,206 shares; 2025Q4: 93,308 shares 93,308 $9.32M 0.3% -898 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: 40,974 shares; 2024Q4: 41,239 shares; 2025Q1: 40,537 shares; 2025Q2: 39,412 shares; 2025Q3: 37,790 shares; 2025Q4: 37,322 shares 37,322 $9M 0.29% -468 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: 135,827 shares; 2024Q4: 133,791 shares; 2025Q1: 131,719 shares; 2025Q2: 122,496 shares; 2025Q3: 112,329 shares; 2025Q4: 103,990 shares 103,990 $8.76M 0.28% -8,339 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: 15,401 shares; 2024Q4: 15,028 shares; 2025Q1: 14,454 shares; 2025Q2: 14,027 shares; 2025Q3: 14,982 shares; 2025Q4: 14,456 shares 14,456 $8.72M 0.28% -526 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,239 shares; 2024Q4: 108,759 shares; 2025Q1: 99,441 shares; 2025Q2: 96,969 shares; 2025Q3: 94,965 shares; 2025Q4: 94,411 shares 94,411 $8.35M 0.27% -554 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: 11,793 shares; 2024Q4: 11,965 shares; 2025Q1: 11,886 shares; 2025Q2: 12,247 shares; 2025Q3: 12,252 shares; 2025Q4: 11,883 shares 11,883 $8.14M 0.26% -369 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,995 shares; 2024Q4: 32,556 shares; 2025Q1: 32,122 shares; 2025Q2: 31,969 shares; 2025Q3: 31,633 shares; 2025Q4: 31,242 shares 31,242 $7.84M 0.25% -391 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: 94,797 shares; 2024Q4: 92,503 shares; 2025Q1: 88,524 shares; 2025Q2: 87,025 shares; 2025Q3: 86,152 shares; 2025Q4: 76,450 shares 76,450 $7.71M 0.25% -9,702 Timeline VAW 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: 41,438 shares; 2024Q4: 39,362 shares; 2025Q1: 39,572 shares; 2025Q2: 38,231 shares; 2025Q3: 37,243 shares; 2025Q4: 36,913 shares 36,913 $7.66M 0.25% -330 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: 93,438 shares; 2024Q4: 92,757 shares; 2025Q1: 93,139 shares; 2025Q2: 95,801 shares; 2025Q3: 98,121 shares; 2025Q4: 97,927 shares 97,927 $7.54M 0.24% -194 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,273 shares; 2024Q4: 22,875 shares; 2025Q1: 24,575 shares; 2025Q2: 24,879 shares; 2025Q3: 25,115 shares; 2025Q4: 25,408 shares 25,408 $7.46M 0.24% +293 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,889 shares; 2024Q4: 4,009 shares; 2025Q1: 18,647 shares; 2025Q2: 11,964 shares; 2025Q3: 16,362 shares; 2025Q4: 20,711 shares 20,711 $7.46M 0.24% +4,349 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: 51,999 shares; 2024Q4: 52,910 shares; 2025Q1: 52,798 shares; 2025Q2: 52,812 shares; 2025Q3: 52,826 shares; 2025Q4: 52,834 shares 52,834 $7.46M 0.24% +8 Timeline NLR 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: 4,435 shares; 2025Q3: 19,555 shares; 2025Q4: 56,055 shares 56,055 $6.96M 0.22% +36,500 Timeline VPU 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: 35,736 shares; 2024Q4: 36,148 shares; 2025Q1: 36,682 shares; 2025Q2: 36,732 shares; 2025Q3: 37,062 shares; 2025Q4: 36,614 shares 36,614 $6.78M 0.22% -448 Timeline VDE 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: 66,741 shares; 2024Q4: 62,179 shares; 2025Q1: 58,871 shares; 2025Q2: 53,893 shares; 2025Q3: 53,260 shares; 2025Q4: 52,996 shares 52,996 $6.67M 0.21% -264 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: 19,910 shares; 2024Q4: 19,936 shares; 2025Q1: 19,700 shares; 2025Q2: 19,875 shares; 2025Q3: 20,000 shares; 2025Q4: 19,600 shares 19,600 $6.6M 0.21% -400 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,748 shares; 2024Q4: 61,668 shares; 2025Q1: 56,144 shares; 2025Q2: 56,280 shares; 2025Q3: 55,497 shares; 2025Q4: 51,752 shares 51,752 $6.36M 0.2% -3,745 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: 19,037 shares; 2024Q4: 17,292 shares; 2025Q1: 14,623 shares; 2025Q2: 14,723 shares; 2025Q3: 14,561 shares; 2025Q4: 13,943 shares 13,943 $6.27M 0.2% -618 Timeline SCHB 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: 77,621 shares; 2024Q4: 232,835 shares; 2025Q1: 232,874 shares; 2025Q2: 232,912 shares; 2025Q3: 232,950 shares; 2025Q4: 232,990 shares 232,990 $6.11M 0.2% +40 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: 43,105 shares; 2024Q4: 44,490 shares; 2025Q1: 40,611 shares; 2025Q2: 38,925 shares; 2025Q3: 37,794 shares; 2025Q4: 35,363 shares 35,363 $6.05M 0.19% -2,431 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,091 shares; 2024Q4: 12,995 shares; 2025Q1: 13,023 shares; 2025Q2: 12,162 shares; 2025Q3: 12,197 shares; 2025Q4: 11,472 shares 11,472 $6M 0.19% -725 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,930 shares; 2024Q4: 14,981 shares; 2025Q1: 14,580 shares; 2025Q2: 14,447 shares; 2025Q3: 14,254 shares; 2025Q4: 13,990 shares 13,990 $5.97M 0.19% -264 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: 26,377 shares; 2024Q4: 26,551 shares; 2025Q1: 26,249 shares; 2025Q2: 24,891 shares; 2025Q3: 24,761 shares; 2025Q4: 21,450 shares 21,450 $5.76M 0.18% -3,311 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,998 shares; 2024Q4: 35,199 shares; 2025Q1: 35,776 shares; 2025Q2: 32,933 shares; 2025Q3: 32,278 shares; 2025Q4: 31,633 shares 31,633 $5.7M 0.18% -645 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,518 shares; 2025Q2: 4,534 shares; 2025Q3: 10,434 shares; 2025Q4: 10,288 shares 10,288 $5.67M 0.18% -146 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: 75,826 shares; 2024Q4: 71,786 shares; 2025Q1: 57,661 shares; 2025Q2: 56,553 shares; 2025Q3: 55,768 shares; 2025Q4: 53,754 shares 53,754 $5.66M 0.18% -2,014 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: 6,406 shares; 2024Q4: 6,569 shares; 2025Q1: 6,387 shares; 2025Q2: 7,055 shares; 2025Q3: 7,055 shares; 2025Q4: 6,316 shares 6,316 $5.55M 0.18% -739 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,797 shares; 2024Q4: 100,719 shares; 2025Q1: 112,965 shares; 2025Q2: 115,180 shares; 2025Q3: 118,195 shares; 2025Q4: 136,603 shares 136,603 $5.51M 0.18% +18,408 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: 18,032 shares; 2024Q4: 18,102 shares; 2025Q1: 17,850 shares; 2025Q2: 18,027 shares; 2025Q3: 17,957 shares; 2025Q4: 17,288 shares 17,288 $5.51M 0.18% -669 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,237 shares; 2024Q4: 65,111 shares; 2025Q1: 63,169 shares; 2025Q2: 63,298 shares; 2025Q3: 64,154 shares; 2025Q4: 67,331 shares 67,331 $5.41M 0.17% +3,177 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: 34,632 shares; 2024Q4: 34,017 shares; 2025Q1: 33,615 shares; 2025Q2: 30,667 shares; 2025Q3: 30,574 shares; 2025Q4: 28,642 shares 28,642 $5.39M 0.17% -1,932 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: 18,272 shares; 2024Q4: 21,367 shares; 2025Q1: 17,966 shares; 2025Q2: 18,280 shares; 2025Q3: 18,369 shares; 2025Q4: 17,875 shares 17,875 $5.18M 0.17% -494 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: 135,660 shares; 2024Q4: 128,649 shares; 2025Q1: 120,019 shares; 2025Q2: 94,606 shares; 2025Q3: 90,257 shares; 2025Q4: 81,310 shares 81,310 $5.18M 0.17% -8,947 Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,677 shares; 2024Q4: 50,677 shares; 2025Q1: 50,677 shares; 2025Q2: 50,632 shares; 2025Q3: 50,632 shares; 2025Q4: 50,632 shares 50,632 $5.17M 0.17% 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: 16,328 shares; 2024Q4: 16,627 shares; 2025Q1: 16,373 shares; 2025Q2: 16,859 shares; 2025Q3: 16,973 shares; 2025Q4: 16,515 shares 16,515 $5.15M 0.17% -458 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,751 shares; 2024Q4: 6,937 shares; 2025Q1: 6,633 shares; 2025Q2: 6,703 shares; 2025Q3: 6,939 shares; 2025Q4: 7,281 shares 7,281 $4.81M 0.15% +342 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: 11,082 shares; 2024Q4: 11,257 shares; 2025Q1: 11,249 shares; 2025Q2: 11,770 shares; 2025Q3: 9,227 shares; 2025Q4: 9,763 shares 9,763 $4.76M 0.15% +536 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,403 shares; 2024Q4: 24,375 shares; 2025Q1: 16,482 shares; 2025Q2: 18,706 shares; 2025Q3: 19,636 shares; 2025Q4: 58,735 shares 58,735 $4.74M 0.15% +39,099 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,210 shares; 2024Q4: 200,934 shares; 2025Q1: 194,496 shares; 2025Q2: 189,823 shares; 2025Q3: 187,206 shares; 2025Q4: 169,879 shares 169,879 $4.66M 0.15% -17,327 Timeline APPF APPFOLIO INC More: the full row for APPFOLIO 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: 19,686 shares 19,686 $4.58M 0.15% new Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,835 shares; 2024Q4: 62,745 shares; 2025Q1: 58,802 shares; 2025Q2: 58,815 shares; 2025Q3: 56,849 shares; 2025Q4: 54,273 shares 54,273 $4.29M 0.14% -2,576 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: 19,138 shares; 2024Q4: 18,539 shares; 2025Q1: 18,597 shares; 2025Q2: 18,697 shares; 2025Q3: 18,007 shares; 2025Q4: 19,269 shares 19,269 $4.23M 0.14% +1,262 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: 39,252 shares; 2024Q4: 43,151 shares; 2025Q1: 44,526 shares; 2025Q2: 46,794 shares; 2025Q3: 46,956 shares; 2025Q4: 46,913 shares 46,913 $4.11M 0.13% -43 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: 20,705 shares; 2024Q4: 20,338 shares; 2025Q1: 20,722 shares; 2025Q2: 21,613 shares; 2025Q3: 22,320 shares; 2025Q4: 20,856 shares 20,856 $4.07M 0.13% -1,464 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: 13,652 shares; 2024Q4: 13,272 shares; 2025Q1: 13,438 shares; 2025Q2: 13,655 shares; 2025Q3: 13,655 shares; 2025Q4: 13,655 shares 13,655 $3.96M 0.13% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,996 shares; 2024Q4: 42,460 shares; 2025Q1: 41,231 shares; 2025Q2: 40,360 shares; 2025Q3: 41,229 shares; 2025Q4: 41,532 shares 41,532 $3.87M 0.12% +303 Timeline FENY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 198,854 shares; 2024Q4: 185,110 shares; 2025Q1: 179,584 shares; 2025Q2: 173,293 shares; 2025Q3: 168,149 shares; 2025Q4: 155,912 shares 155,912 $3.86M 0.12% -12,237 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: 11,878 shares; 2024Q4: 11,638 shares; 2025Q1: 11,220 shares; 2025Q2: 11,178 shares; 2025Q3: 10,946 shares; 2025Q4: 10,400 shares 10,400 $3.85M 0.12% -546 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: 33,109 shares; 2024Q4: 36,786 shares; 2025Q1: 32,238 shares; 2025Q2: 32,687 shares; 2025Q3: 33,303 shares; 2025Q4: 31,750 shares 31,750 $3.82M 0.12% -1,553 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,198 shares; 2024Q4: 1,173 shares; 2025Q1: 1,165 shares; 2025Q2: 1,150 shares; 2025Q3: 1,153 shares; 2025Q4: 1,124 shares 1,124 $3.81M 0.12% -29 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: 10,632 shares; 2024Q4: 10,463 shares; 2025Q1: 10,255 shares; 2025Q2: 14,472 shares; 2025Q3: 7,822 shares; 2025Q4: 7,854 shares 7,854 $3.66M 0.12% +32 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: 50,998 shares; 2024Q4: 51,856 shares; 2025Q1: 50,875 shares; 2025Q2: 51,839 shares; 2025Q3: 51,844 shares; 2025Q4: 52,038 shares 52,038 $3.64M 0.12% +194 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,321 shares; 2024Q4: 2,583 shares; 2025Q1: 2,575 shares; 2025Q2: 6,284 shares; 2025Q3: 6,984 shares; 2025Q4: 9,139 shares 9,139 $3.62M 0.12% +2,155 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,478 shares; 2024Q4: 23,159 shares; 2025Q1: 22,529 shares; 2025Q2: 20,553 shares; 2025Q3: 20,758 shares; 2025Q4: 20,080 shares 20,080 $3.56M 0.11% -678 Timeline XLG 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: 64,356 shares; 2024Q4: 64,356 shares; 2025Q1: 64,356 shares; 2025Q2: 62,275 shares; 2025Q3: 59,775 shares; 2025Q4: 59,775 shares 59,775 $3.54M 0.11% 0 Timeline FNY FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,693 shares; 2024Q4: 38,381 shares; 2025Q1: 38,841 shares; 2025Q2: 38,941 shares; 2025Q3: 38,666 shares; 2025Q4: 37,766 shares 37,766 $3.44M 0.11% -900 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,570 shares; 2024Q4: 16,390 shares; 2025Q1: 16,253 shares; 2025Q2: 16,372 shares; 2025Q3: 16,379 shares; 2025Q4: 16,400 shares 16,400 $3.37M 0.11% +21 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,226 shares; 2024Q4: 41,352 shares; 2025Q1: 39,979 shares; 2025Q2: 39,514 shares; 2025Q3: 37,189 shares; 2025Q4: 33,194 shares 33,194 $3.35M 0.11% -3,995 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: 8,406 shares; 2024Q4: 8,628 shares; 2025Q1: 9,587 shares; 2025Q2: 10,320 shares; 2025Q3: 10,474 shares; 2025Q4: 10,786 shares 10,786 $3.28M 0.11% +312 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,630 shares; 2024Q4: 39,613 shares; 2025Q1: 37,963 shares; 2025Q2: 38,711 shares; 2025Q3: 39,013 shares; 2025Q4: 40,653 shares 40,653 $3.23M 0.1% +1,640 Timeline IAT 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: 51,762 shares; 2024Q4: 54,224 shares; 2025Q1: 54,126 shares; 2025Q2: 55,555 shares; 2025Q3: 56,335 shares; 2025Q4: 57,077 shares 57,077 $3.15M 0.1% +742 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: 15,203 shares; 2024Q4: 14,932 shares; 2025Q1: 15,187 shares; 2025Q2: 15,416 shares; 2025Q3: 16,245 shares; 2025Q4: 16,991 shares 16,991 $3.12M 0.1% +746 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,764 shares; 2024Q4: 6,600 shares; 2025Q1: 6,601 shares; 2025Q2: 6,602 shares; 2025Q3: 9,088 shares; 2025Q4: 9,069 shares 9,069 $3.11M 0.1% -19 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,857 shares; 2024Q4: 6,592 shares; 2025Q1: 6,201 shares; 2025Q2: 6,095 shares; 2025Q3: 6,012 shares; 2025Q4: 5,327 shares 5,327 $3.09M 0.1% -685 Timeline BANK OF AMER CORP 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: 2,249 shares; 2024Q4: 2,261 shares; 2025Q1: 2,362 shares; 2025Q2: 2,429 shares; 2025Q3: 2,459 shares; 2025Q4: 2,438 shares 2,438 $3.05M 0.1% -21 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: 33,738 shares; 2024Q4: 31,226 shares; 2025Q1: 32,726 shares; 2025Q2: 33,476 shares; 2025Q3: 33,818 shares; 2025Q4: 34,213 shares 34,213 $2.98M 0.1% +395 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: 30,480 shares; 2024Q4: 29,540 shares; 2025Q1: 26,597 shares; 2025Q2: 13,289 shares; 2025Q3: 13,018 shares; 2025Q4: 12,630 shares 12,630 $2.92M 0.09% -388 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: 20,480 shares; 2024Q4: 12,431 shares; 2025Q1: 12,389 shares; 2025Q2: 9,503 shares; 2025Q3: 9,231 shares; 2025Q4: 8,842 shares 8,842 $2.92M 0.09% -389 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 359,081 shares; 2024Q4: 343,614 shares; 2025Q1: 283,644 shares; 2025Q2: 272,722 shares; 2025Q3: 264,813 shares; 2025Q4: 257,166 shares 257,166 $2.89M 0.09% -7,647 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: 46,829 shares; 2024Q4: 40,614 shares; 2025Q1: 35,102 shares; 2025Q2: 33,525 shares; 2025Q3: 25,965 shares; 2025Q4: 24,764 shares 24,764 $2.82M 0.09% -1,201 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,767 shares; 2024Q4: 12,378 shares; 2025Q1: 12,769 shares; 2025Q2: 13,412 shares; 2025Q3: 13,387 shares; 2025Q4: 13,358 shares 13,358 $2.78M 0.09% -29 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: 8,727 shares; 2024Q4: 8,916 shares; 2025Q1: 9,205 shares; 2025Q2: 9,906 shares; 2025Q3: 9,641 shares; 2025Q4: 9,340 shares 9,340 $2.77M 0.09% -301 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: 16,938 shares; 2024Q4: 15,467 shares; 2025Q1: 14,985 shares; 2025Q2: 14,715 shares; 2025Q3: 14,219 shares; 2025Q4: 14,057 shares 14,057 $2.74M 0.09% -162 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,085 shares; 2024Q4: 5,696 shares; 2025Q1: 5,663 shares; 2025Q2: 5,663 shares; 2025Q3: 5,769 shares; 2025Q4: 6,132 shares 6,132 $2.73M 0.09% +363 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,789 shares; 2024Q4: 1,770 shares; 2025Q1: 1,837 shares; 2025Q2: 28,040 shares; 2025Q3: 30,326 shares; 2025Q4: 29,921 shares 29,921 $2.73M 0.09% -405 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,052 shares; 2024Q4: 21,884 shares; 2025Q1: 19,771 shares; 2025Q2: 18,576 shares; 2025Q3: 18,032 shares; 2025Q4: 17,027 shares 17,027 $2.73M 0.09% -1,005 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: 40,438 shares; 2024Q4: 41,518 shares; 2025Q1: 41,218 shares; 2025Q2: 39,593 shares; 2025Q3: 38,992 shares; 2025Q4: 38,992 shares 38,992 $2.71M 0.09% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,768 shares; 2024Q4: 63,623 shares; 2025Q1: 58,370 shares; 2025Q2: 56,670 shares; 2025Q3: 56,549 shares; 2025Q4: 53,000 shares 53,000 $2.69M 0.09% -3,549 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,707 shares; 2024Q4: 24,089 shares; 2025Q1: 21,939 shares; 2025Q2: 22,516 shares; 2025Q3: 22,684 shares; 2025Q4: 22,265 shares 22,265 $2.67M 0.09% -419 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 369 shares; 2024Q4: 394 shares; 2025Q1: 408 shares; 2025Q2: 434 shares; 2025Q3: 455 shares; 2025Q4: 492 shares 492 $2.64M 0.08% +37 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: 39,258 shares; 2024Q4: 39,375 shares; 2025Q1: 39,906 shares; 2025Q2: 39,949 shares; 2025Q3: 40,219 shares; 2025Q4: 39,867 shares 39,867 $2.63M 0.08% -352 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,842 shares; 2024Q4: 21,789 shares; 2025Q1: 20,662 shares; 2025Q2: 20,009 shares; 2025Q3: 20,268 shares; 2025Q4: 20,257 shares 20,257 $2.59M 0.08% -11 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,420 shares; 2025Q1: 2,396 shares; 2025Q2: 2,235 shares; 2025Q3: 2,260 shares; 2025Q4: 2,367 shares 2,367 $2.53M 0.08% +107 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,137 shares; 2024Q4: 5,137 shares; 2025Q1: 4,582 shares; 2025Q2: 4,582 shares; 2025Q3: 9,429 shares; 2025Q4: 7,981 shares 7,981 $2.49M 0.08% -1,448 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,617 shares; 2024Q4: 2,603 shares; 2025Q1: 2,663 shares; 2025Q2: 2,679 shares; 2025Q3: 2,913 shares; 2025Q4: 2,818 shares 2,818 $2.48M 0.08% -95 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,486 shares; 2024Q4: 87,930 shares; 2025Q1: 80,316 shares; 2025Q2: 78,440 shares; 2025Q3: 77,898 shares; 2025Q4: 70,616 shares 70,616 $2.47M 0.08% -7,282 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,507 shares; 2024Q4: 8,950 shares; 2025Q1: 8,707 shares; 2025Q2: 8,627 shares; 2025Q3: 8,380 shares; 2025Q4: 6,860 shares 6,860 $2.4M 0.08% -1,520 Timeline IBB 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: 20,381 shares; 2024Q4: 20,185 shares; 2025Q1: 19,496 shares; 2025Q2: 15,066 shares; 2025Q3: 14,537 shares; 2025Q4: 13,947 shares 13,947 $2.35M 0.08% -590 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,531 shares; 2024Q4: 128,817 shares; 2025Q1: 32,699 shares; 2025Q2: 30,929 shares; 2025Q3: 29,384 shares; 2025Q4: 26,157 shares 26,157 $2.32M 0.07% -3,227 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE 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: 13,815 shares; 2025Q2: 24,280 shares; 2025Q3: 24,940 shares; 2025Q4: 22,490 shares 22,490 $2.31M 0.07% -2,450 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: 4,296 shares; 2024Q4: 7,568 shares; 2025Q1: 9,784 shares; 2025Q2: 4,652 shares; 2025Q3: 4,652 shares; 2025Q4: 9,120 shares 9,120 $2.24M 0.07% +4,468 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: 8,664 shares; 2024Q4: 8,421 shares; 2025Q1: 8,250 shares; 2025Q2: 8,233 shares; 2025Q3: 8,238 shares; 2025Q4: 10,203 shares 10,203 $2.22M 0.07% +1,965 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,124 shares; 2024Q4: 10,747 shares; 2025Q1: 10,160 shares; 2025Q2: 13,653 shares; 2025Q3: 15,190 shares; 2025Q4: 20,813 shares 20,813 $2.08M 0.07% +5,623 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,333 shares; 2024Q4: 33,947 shares; 2025Q1: 31,587 shares; 2025Q2: 31,216 shares; 2025Q3: 30,526 shares; 2025Q4: 30,230 shares 30,230 $2.06M 0.07% -296 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: 44,722 shares; 2024Q4: 42,682 shares; 2025Q1: 15,693 shares; 2025Q2: 14,961 shares; 2025Q3: 14,905 shares; 2025Q4: 14,219 shares 14,219 $2.04M 0.07% -686 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: 6,615 shares; 2024Q4: 6,632 shares; 2025Q1: 6,545 shares; 2025Q2: 6,823 shares; 2025Q3: 6,875 shares; 2025Q4: 7,040 shares 7,040 $2.03M 0.07% +165 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,059 shares; 2025Q2: 11,181 shares; 2025Q3: 10,946 shares; 2025Q4: 11,864 shares 11,864 $2.03M 0.07% +918 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,866 shares; 2024Q4: 13,457 shares; 2025Q1: 13,531 shares; 2025Q2: 13,570 shares; 2025Q3: 7,982 shares; 2025Q4: 7,539 shares 7,539 $2M 0.06% -443 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: 9,729 shares; 2024Q4: 9,698 shares; 2025Q1: 9,133 shares; 2025Q2: 8,844 shares; 2025Q3: 8,716 shares; 2025Q4: 8,106 shares 8,106 $2M 0.06% -610 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,914 shares; 2024Q4: 7,501 shares; 2025Q1: 7,152 shares; 2025Q2: 6,552 shares; 2025Q3: 6,520 shares; 2025Q4: 6,398 shares 6,398 $1.98M 0.06% -122 Timeline SCHM 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: 21,861 shares; 2024Q4: 65,583 shares; 2025Q1: 63,459 shares; 2025Q2: 63,459 shares; 2025Q3: 63,459 shares; 2025Q4: 63,459 shares 63,459 $1.91M 0.06% 0 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: 5,402 shares; 2024Q4: 5,175 shares; 2025Q1: 3,861 shares; 2025Q2: 3,819 shares; 2025Q3: 3,878 shares; 2025Q4: 3,859 shares 3,859 $1.87M 0.06% -19 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: 9,209 shares; 2024Q4: 9,194 shares; 2025Q1: 9,334 shares; 2025Q2: 9,334 shares; 2025Q3: 9,348 shares; 2025Q4: 9,379 shares 9,379 $1.86M 0.06% +31 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,416 shares; 2024Q4: 4,775 shares; 2025Q1: 4,575 shares; 2025Q2: 4,082 shares; 2025Q3: 4,104 shares; 2025Q4: 3,928 shares 3,928 $1.86M 0.06% -176 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: 20,285 shares; 2024Q4: 20,318 shares; 2025Q1: 19,999 shares; 2025Q2: 19,657 shares; 2025Q3: 19,075 shares; 2025Q4: 17,529 shares 17,529 $1.85M 0.06% -1,546 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,244 shares; 2024Q4: 5,254 shares; 2025Q1: 5,493 shares; 2025Q2: 5,351 shares; 2025Q3: 5,234 shares; 2025Q4: 5,135 shares 5,135 $1.8M 0.06% -99 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: 13,344 shares; 2024Q4: 13,738 shares; 2025Q1: 13,547 shares; 2025Q2: 13,446 shares; 2025Q3: 13,324 shares; 2025Q4: 12,482 shares 12,482 $1.79M 0.06% -842 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,558 shares; 2024Q4: 21,310 shares; 2025Q1: 21,310 shares; 2025Q2: 21,327 shares; 2025Q3: 21,327 shares; 2025Q4: 21,310 shares 21,310 $1.77M 0.06% -17 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,441 shares; 2024Q4: 115,834 shares; 2025Q1: 88,831 shares; 2025Q2: 56,593 shares; 2025Q3: 27,079 shares; 2025Q4: 17,779 shares 17,779 $1.76M 0.06% -9,300 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,233 shares; 2024Q4: 16,569 shares; 2025Q1: 14,507 shares; 2025Q2: 13,571 shares; 2025Q3: 19,220 shares; 2025Q4: 21,570 shares 21,570 $1.71M 0.05% +2,350 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: 4,261 shares; 2024Q4: 4,708 shares; 2025Q1: 4,846 shares; 2025Q2: 5,295 shares; 2025Q3: 5,518 shares; 2025Q4: 5,556 shares 5,556 $1.71M 0.05% +38 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: 24,507 shares; 2024Q4: 8,645 shares; 2025Q1: 9,890 shares; 2025Q2: 9,569 shares; 2025Q3: 10,492 shares; 2025Q4: 10,362 shares 10,362 $1.69M 0.05% -130 Timeline ACWI 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: 11,155 shares; 2024Q4: 11,155 shares; 2025Q1: 11,155 shares; 2025Q2: 11,155 shares; 2025Q3: 11,155 shares; 2025Q4: 11,895 shares 11,895 $1.68M 0.05% +740 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: 4,880 shares; 2024Q4: 4,918 shares; 2025Q1: 5,049 shares; 2025Q2: 5,767 shares; 2025Q3: 5,738 shares; 2025Q4: 6,408 shares 6,408 $1.65M 0.05% +670 Timeline CORT CORCEPT THERAPEUTICS INC More: the full row for CORCEPT THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,426 shares; 2024Q4: 54,655 shares; 2025Q1: 47,655 shares; 2025Q2: 47,655 shares; 2025Q3: 47,655 shares; 2025Q4: 47,395 shares 47,395 $1.65M 0.05% -260 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: 13,985 shares; 2024Q4: 14,094 shares; 2025Q1: 12,565 shares; 2025Q2: 12,330 shares; 2025Q3: 12,384 shares; 2025Q4: 12,241 shares 12,241 $1.62M 0.05% -143 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: 3,826 shares; 2024Q4: 3,846 shares; 2025Q1: 3,901 shares; 2025Q2: 3,016 shares; 2025Q3: 2,726 shares; 2025Q4: 2,819 shares 2,819 $1.61M 0.05% +93 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: 1,851 shares; 2024Q4: 1,920 shares; 2025Q1: 1,948 shares; 2025Q2: 2,246 shares; 2025Q3: 2,349 shares; 2025Q4: 2,549 shares 2,549 $1.6M 0.05% +200 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,307 shares; 2024Q4: 3,334 shares; 2025Q1: 3,334 shares; 2025Q2: 3,323 shares; 2025Q3: 3,317 shares; 2025Q4: 3,314 shares 3,314 $1.59M 0.05% -3 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,344 shares 24,344 $1.59M 0.05% new Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,096 shares; 2024Q4: 8,886 shares; 2025Q1: 9,600 shares; 2025Q2: 11,060 shares; 2025Q3: 11,882 shares; 2025Q4: 12,910 shares 12,910 $1.58M 0.05% +1,028 Timeline IYF 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: 11,579 shares; 2024Q4: 11,524 shares; 2025Q1: 12,148 shares; 2025Q2: 12,162 shares; 2025Q3: 12,200 shares; 2025Q4: 12,144 shares 12,144 $1.57M 0.05% -56 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,391 shares; 2024Q4: 28,203 shares; 2025Q1: 26,629 shares; 2025Q2: 26,417 shares; 2025Q3: 26,092 shares; 2025Q4: 25,783 shares 25,783 $1.55M 0.05% -309 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: 24,270 shares; 2024Q4: 24,037 shares; 2025Q1: 24,189 shares; 2025Q2: 24,451 shares; 2025Q3: 24,388 shares; 2025Q4: 24,743 shares 24,743 $1.55M 0.05% +355 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: 4,595 shares; 2024Q4: 4,637 shares; 2025Q1: 4,587 shares; 2025Q2: 5,222 shares; 2025Q3: 7,498 shares; 2025Q4: 9,868 shares 9,868 $1.52M 0.05% +2,370 Timeline DLN 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: 19,281 shares; 2024Q4: 16,859 shares; 2025Q1: 16,932 shares; 2025Q2: 17,027 shares; 2025Q3: 17,109 shares; 2025Q4: 17,202 shares 17,202 $1.52M 0.05% +93 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,157 shares; 2024Q4: 36,842 shares; 2025Q1: 32,411 shares; 2025Q2: 31,913 shares; 2025Q3: 30,138 shares; 2025Q4: 16,770 shares 16,770 $1.51M 0.05% -13,368 Timeline SCHX 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: 15,269 shares; 2024Q4: 45,837 shares; 2025Q1: 45,827 shares; 2025Q2: 56,099 shares; 2025Q3: 55,499 shares; 2025Q4: 55,499 shares 55,499 $1.49M 0.05% 0 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,893 shares; 2024Q4: 23,390 shares; 2025Q1: 23,449 shares; 2025Q2: 54,672 shares; 2025Q3: 23,280 shares; 2025Q4: 23,705 shares 23,705 $1.48M 0.05% +425 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: 124,227 shares; 2024Q4: 133,821 shares; 2025Q1: 123,834 shares; 2025Q2: 119,646 shares; 2025Q3: 96,755 shares; 2025Q4: 57,230 shares 57,230 $1.43M 0.05% -39,525 Timeline XNTK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,977 shares; 2024Q4: 4,950 shares; 2025Q1: 4,950 shares; 2025Q2: 4,950 shares; 2025Q3: 4,950 shares; 2025Q4: 4,950 shares 4,950 $1.38M 0.04% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,111 shares; 2024Q4: 14,319 shares; 2025Q1: 12,393 shares; 2025Q2: 15,591 shares; 2025Q3: 14,723 shares; 2025Q4: 14,091 shares 14,091 $1.35M 0.04% -632 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,579 shares; 2024Q4: 5,500 shares; 2025Q1: 5,370 shares; 2025Q2: 4,635 shares; 2025Q3: 4,515 shares; 2025Q4: 4,160 shares 4,160 $1.35M 0.04% -355 Timeline SCHG 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: 8,324 shares; 2024Q4: 33,297 shares; 2025Q1: 31,297 shares; 2025Q2: 38,270 shares; 2025Q3: 38,277 shares; 2025Q4: 41,203 shares 41,203 $1.34M 0.04% +2,926 Timeline IOO 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: 10,872 shares; 2024Q4: 10,062 shares; 2025Q1: 10,062 shares; 2025Q2: 10,062 shares; 2025Q3: 10,062 shares; 2025Q4: 10,062 shares 10,062 $1.27M 0.04% 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: 9,747 shares; 2024Q4: 9,645 shares; 2025Q1: 9,786 shares; 2025Q2: 10,249 shares; 2025Q3: 9,599 shares; 2025Q4: 9,159 shares 9,159 $1.26M 0.04% -440 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: 10,769 shares; 2024Q4: 10,339 shares; 2025Q1: 8,199 shares; 2025Q2: 7,999 shares; 2025Q3: 7,820 shares; 2025Q4: 7,639 shares 7,639 $1.24M 0.04% -181 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,945 shares; 2024Q4: 24,565 shares; 2025Q1: 24,015 shares; 2025Q2: 24,905 shares; 2025Q3: 23,755 shares; 2025Q4: 24,130 shares 24,130 $1.22M 0.04% +375 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,418 shares; 2024Q4: 1,238 shares; 2025Q1: 1,505 shares; 2025Q2: 1,435 shares; 2025Q3: 1,458 shares; 2025Q4: 1,467 shares 1,467 $1.2M 0.04% +9 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,918 shares; 2024Q4: 15,788 shares; 2025Q1: 18,021 shares; 2025Q2: 18,974 shares; 2025Q3: 21,217 shares; 2025Q4: 5,885 shares 5,885 $1.19M 0.04% -15,332 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: 13,783 shares; 2024Q4: 15,915 shares; 2025Q1: 15,915 shares; 2025Q2: 17,365 shares; 2025Q3: 17,365 shares; 2025Q4: 14,628 shares 14,628 $1.19M 0.04% -2,737 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: 7,141 shares; 2024Q4: 6,381 shares; 2025Q1: 6,451 shares; 2025Q2: 6,281 shares; 2025Q3: 6,171 shares; 2025Q4: 6,106 shares 6,106 $1.17M 0.04% -65 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: 7,397 shares; 2024Q4: 7,380 shares; 2025Q1: 7,921 shares; 2025Q2: 8,862 shares; 2025Q3: 9,141 shares; 2025Q4: 9,872 shares 9,872 $1.16M 0.04% +731 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: 11,441 shares; 2024Q4: 9,291 shares; 2025Q1: 9,291 shares; 2025Q2: 8,991 shares; 2025Q3: 8,991 shares; 2025Q4: 8,721 shares 8,721 $1.16M 0.04% -270 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: 17,114 shares; 2024Q4: 43,384 shares; 2025Q1: 43,006 shares; 2025Q2: 42,262 shares; 2025Q3: 42,262 shares; 2025Q4: 42,262 shares 42,262 $1.15M 0.04% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,098 shares; 2024Q4: 21,476 shares; 2025Q1: 21,152 shares; 2025Q2: 20,883 shares; 2025Q3: 20,697 shares; 2025Q4: 20,871 shares 20,871 $1.13M 0.04% +174 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: 36,926 shares; 2024Q4: 49,075 shares; 2025Q1: 46,695 shares; 2025Q2: 44,505 shares; 2025Q3: 46,671 shares; 2025Q4: 43,427 shares 43,427 $1.08M 0.03% -3,244 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: 5,398 shares; 2024Q4: 5,497 shares; 2025Q1: 4,580 shares; 2025Q2: 4,540 shares; 2025Q3: 4,895 shares; 2025Q4: 6,547 shares 6,547 $1.07M 0.03% +1,652 Timeline IGV 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: 10,480 shares; 2024Q4: 10,725 shares; 2025Q1: 11,284 shares; 2025Q2: 12,084 shares; 2025Q3: 9,934 shares; 2025Q4: 9,924 shares 9,924 $1.05M 0.03% -10 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,527 shares; 2024Q4: 4,527 shares; 2025Q1: 4,527 shares; 2025Q2: 4,527 shares; 2025Q3: 4,527 shares; 2025Q4: 4,527 shares 4,527 $1.03M 0.03% 0 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG 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: 17,968 shares; 2025Q3: 24,296 shares; 2025Q4: 23,221 shares 23,221 $1.01M 0.03% -1,075 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,076 shares; 2024Q4: 6,376 shares; 2025Q1: 6,376 shares; 2025Q2: 5,736 shares; 2025Q3: 7,705 shares; 2025Q4: 8,555 shares 8,555 $1.01M 0.03% +850 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,094 shares; 2024Q4: 10,654 shares; 2025Q1: 10,654 shares; 2025Q2: 10,679 shares; 2025Q3: 10,419 shares; 2025Q4: 9,754 shares 9,754 $1M 0.03% -665 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,220 shares; 2024Q4: 9,330 shares; 2025Q1: 9,465 shares; 2025Q2: 8,560 shares; 2025Q3: 5,785 shares; 2025Q4: 4,750 shares 4,750 $987K 0.03% -1,035 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: 870 shares; 2024Q4: 1,420 shares; 2025Q1: 1,377 shares; 2025Q2: 1,436 shares; 2025Q3: 1,491 shares; 2025Q4: 1,510 shares 1,510 $987K 0.03% +19 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: 9,126 shares; 2024Q4: 9,058 shares; 2025Q1: 9,054 shares; 2025Q2: 9,930 shares; 2025Q3: 10,202 shares; 2025Q4: 10,278 shares 10,278 $980K 0.03% +76 Timeline IETC ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,636 shares; 2024Q4: 9,636 shares; 2025Q1: 9,636 shares; 2025Q2: 9,636 shares; 2025Q3: 9,636 shares; 2025Q4: 9,636 shares 9,636 $979K 0.03% 0 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,950 shares; 2024Q4: 4,290 shares; 2025Q1: 3,820 shares; 2025Q2: 4,200 shares; 2025Q3: 4,200 shares; 2025Q4: 6,022 shares 6,022 $976K 0.03% +1,822 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: 2,164 shares; 2024Q4: 3,983 shares; 2025Q1: 3,327 shares; 2025Q2: 1,651 shares; 2025Q3: 1,829 shares; 2025Q4: 1,694 shares 1,694 $959K 0.03% -135 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,127 shares; 2024Q4: 2,150 shares; 2025Q1: 1,956 shares; 2025Q2: 2,003 shares; 2025Q3: 1,856 shares; 2025Q4: 1,869 shares 1,869 $954K 0.03% +13 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: 702 shares; 2024Q4: 698 shares; 2025Q1: 911 shares; 2025Q2: 966 shares; 2025Q3: 1,099 shares; 2025Q4: 10,140 shares 10,140 $951K 0.03% +9,041 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,967 shares; 2024Q4: 9,967 shares; 2025Q1: 9,967 shares; 2025Q2: 9,967 shares; 2025Q3: 9,967 shares; 2025Q4: 9,967 shares 9,967 $911K 0.03% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,625 shares; 2024Q4: 7,684 shares; 2025Q1: 7,539 shares; 2025Q2: 7,995 shares; 2025Q3: 8,253 shares; 2025Q4: 7,393 shares 7,393 $863K 0.03% -860 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,480 shares; 2024Q4: 10,585 shares; 2025Q1: 10,751 shares; 2025Q2: 11,074 shares; 2025Q3: 11,012 shares; 2025Q4: 11,007 shares 11,007 $811K 0.03% -5 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,836 shares; 2024Q4: 3,736 shares; 2025Q1: 3,586 shares; 2025Q2: 3,595 shares; 2025Q3: 3,595 shares; 2025Q4: 3,586 shares 3,586 $802K 0.03% -9 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,913 shares; 2024Q4: 26,642 shares; 2025Q1: 25,320 shares; 2025Q2: 24,541 shares; 2025Q3: 24,648 shares; 2025Q4: 24,756 shares 24,756 $794K 0.03% +108 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,300 shares; 2024Q4: 47,300 shares; 2025Q1: 47,300 shares; 2025Q2: 47,300 shares; 2025Q3: 47,000 shares; 2025Q4: 47,000 shares 47,000 $775K 0.02% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,263 shares; 2024Q4: 11,614 shares; 2025Q1: 9,274 shares; 2025Q2: 8,056 shares; 2025Q3: 8,419 shares; 2025Q4: 8,263 shares 8,263 $774K 0.02% -156 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,396 shares; 2024Q4: 8,948 shares; 2025Q1: 9,166 shares; 2025Q2: 7,342 shares; 2025Q3: 6,186 shares; 2025Q4: 5,466 shares 5,466 $773K 0.02% -720 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: 6,394 shares; 2024Q4: 6,747 shares; 2025Q1: 6,763 shares; 2025Q2: 6,387 shares; 2025Q3: 6,556 shares; 2025Q4: 6,641 shares 6,641 $766K 0.02% +85 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: 4,408 shares; 2024Q4: 4,469 shares; 2025Q1: 4,469 shares; 2025Q2: 4,787 shares; 2025Q3: 4,817 shares; 2025Q4: 4,620 shares 4,620 $741K 0.02% -197 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: 9,245 shares; 2024Q4: 9,245 shares; 2025Q1: 8,995 shares; 2025Q2: 13,315 shares; 2025Q3: 10,848 shares; 2025Q4: 12,655 shares 12,655 $730K 0.02% +1,807 Timeline MNDY MONDAY COM LTD More: the full row for MONDAY COM LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,409 shares; 2024Q4: 1,409 shares; 2025Q1: 2,867 shares; 2025Q2: 3,567 shares; 2025Q3: 4,937 shares; 2025Q4: 4,937 shares 4,937 $729K 0.02% 0 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: 81,234 shares; 2024Q4: 53,043 shares; 2025Q1: 25,060 shares; 2025Q2: 20,085 shares; 2025Q3: 14,665 shares; 2025Q4: 13,644 shares 13,644 $728K 0.02% -1,021 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,664 shares; 2024Q4: 11,345 shares; 2025Q1: 7,310 shares; 2025Q2: 4,708 shares; 2025Q3: 3,783 shares; 2025Q4: 3,171 shares 3,171 $721K 0.02% -612 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 871 shares; 2024Q4: 886 shares; 2025Q1: 901 shares; 2025Q2: 901 shares; 2025Q3: 935 shares; 2025Q4: 4,695 shares 4,695 $719K 0.02% +3,760 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: 6,087 shares; 2024Q4: 5,678 shares; 2025Q1: 5,541 shares; 2025Q2: 5,321 shares; 2025Q3: 5,272 shares; 2025Q4: 5,272 shares 5,272 $717K 0.02% 0 Timeline IXG 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: 5,576 shares; 2025Q3: 5,722 shares; 2025Q4: 5,882 shares 5,882 $710K 0.02% +160 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: 33,810 shares; 2024Q4: 28,575 shares; 2025Q1: 23,205 shares; 2025Q2: 22,346 shares; 2025Q3: 20,065 shares; 2025Q4: 18,658 shares 18,658 $688K 0.02% -1,407 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,117 shares; 2024Q4: 22,301 shares; 2025Q1: 21,674 shares; 2025Q2: 22,416 shares; 2025Q3: 23,207 shares; 2025Q4: 22,489 shares 22,489 $672K 0.02% -718 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,102 shares; 2024Q4: 3,102 shares; 2025Q1: 3,102 shares; 2025Q2: 2,989 shares; 2025Q3: 2,989 shares; 2025Q4: 2,989 shares 2,989 $672K 0.02% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,175 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,058 shares; 2025Q3: 2,421 shares; 2025Q4: 2,297 shares 2,297 $656K 0.02% -124 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: 1,782 shares; 2024Q4: 1,798 shares; 2025Q1: 1,890 shares; 2025Q2: 1,925 shares; 2025Q3: 1,829 shares; 2025Q4: 1,857 shares 1,857 $653K 0.02% +28 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: 3,574 shares; 2024Q4: 3,742 shares; 2025Q1: 3,772 shares; 2025Q2: 3,772 shares; 2025Q3: 3,863 shares; 2025Q4: 3,674 shares 3,674 $637K 0.02% -189 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,019 shares; 2024Q4: 2,019 shares; 2025Q1: 2,019 shares; 2025Q2: 2,019 shares; 2025Q3: 2,019 shares; 2025Q4: 2,019 shares 2,019 $636K 0.02% 0 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: 1,216 shares; 2025Q2: 2,456 shares; 2025Q3: 2,571 shares; 2025Q4: 2,619 shares 2,619 $635K 0.02% +48 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: 29,918 shares; 2024Q4: 25,845 shares; 2025Q1: 25,507 shares; 2025Q2: 24,350 shares; 2025Q3: 20,051 shares; 2025Q4: 20,374 shares 20,374 $631K 0.02% +323 Timeline FCOM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,544 shares; 2024Q4: 7,544 shares; 2025Q1: 7,302 shares; 2025Q2: 7,302 shares; 2025Q3: 7,302 shares; 2025Q4: 8,486 shares 8,486 $622K 0.02% +1,184 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,283 shares; 2024Q4: 2,283 shares; 2025Q1: 2,283 shares; 2025Q2: 2,283 shares; 2025Q3: 2,283 shares; 2025Q4: 2,341 shares 2,341 $612K 0.02% +58 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,776 shares; 2025Q4: 8,004 shares 8,004 $604K 0.02% +5,228 Timeline XAR 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: 2,473 shares; 2024Q4: 2,473 shares; 2025Q1: 2,473 shares; 2025Q2: 2,473 shares; 2025Q3: 2,473 shares; 2025Q4: 2,473 shares 2,473 $597K 0.02% 0 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: 4,727 shares; 2024Q4: 4,727 shares; 2025Q1: 4,602 shares; 2025Q2: 4,562 shares; 2025Q3: 4,636 shares; 2025Q4: 4,600 shares 4,600 $594K 0.02% -36 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,798 shares; 2025Q2: 23,592 shares; 2025Q3: 23,592 shares; 2025Q4: 24,571 shares 24,571 $591K 0.02% +979 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,185 shares; 2024Q4: 3,060 shares; 2025Q1: 3,115 shares; 2025Q2: 4,727 shares; 2025Q3: 5,099 shares; 2025Q4: 5,374 shares 5,374 $587K 0.02% +275 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: 727 shares; 2024Q4: 739 shares; 2025Q1: 736 shares; 2025Q2: 817 shares; 2025Q3: 864 shares; 2025Q4: 882 shares 882 $584K 0.02% +18 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: 70,986 shares; 2024Q4: 2,586 shares; 2025Q1: 2,516 shares; 2025Q2: 2,235 shares; 2025Q3: 2,563 shares; 2025Q4: 2,723 shares 2,723 $583K 0.02% +160 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,682 shares; 2024Q4: 7,432 shares; 2025Q1: 6,532 shares; 2025Q2: 5,772 shares; 2025Q3: 4,272 shares; 2025Q4: 4,272 shares 4,272 $582K 0.02% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,933 shares; 2024Q4: 5,732 shares; 2025Q1: 5,732 shares; 2025Q2: 5,343 shares; 2025Q3: 5,428 shares; 2025Q4: 5,095 shares 5,095 $562K 0.02% -333 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,169 shares; 2024Q4: 2,077 shares; 2025Q1: 2,152 shares; 2025Q2: 2,102 shares; 2025Q3: 2,122 shares; 2025Q4: 2,029 shares 2,029 $558K 0.02% -93 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,409 shares; 2024Q4: 7,409 shares; 2025Q1: 7,409 shares; 2025Q2: 7,409 shares; 2025Q3: 7,409 shares; 2025Q4: 7,409 shares 7,409 $547K 0.02% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,077 shares; 2024Q4: 13,102 shares; 2025Q1: 9,913 shares; 2025Q2: 7,923 shares; 2025Q3: 7,129 shares; 2025Q4: 5,586 shares 5,586 $546K 0.02% -1,543 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,400 shares; 2024Q4: 5,400 shares; 2025Q1: 4,900 shares; 2025Q2: 4,900 shares; 2025Q3: 5,052 shares; 2025Q4: 4,235 shares 4,235 $540K 0.02% -817 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,166 shares; 2024Q4: 28,916 shares; 2025Q1: 19,736 shares; 2025Q2: 5,806 shares; 2025Q3: 5,995 shares; 2025Q4: 6,080 shares 6,080 $537K 0.02% +85 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,303 shares 3,303 $526K 0.02% new Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,012 shares; 2024Q4: 5,992 shares; 2025Q1: 5,942 shares; 2025Q2: 5,985 shares; 2025Q3: 6,358 shares; 2025Q4: 7,746 shares 7,746 $522K 0.02% +1,388 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,120 shares; 2024Q4: 6,020 shares; 2025Q1: 6,020 shares; 2025Q2: 3,905 shares; 2025Q3: 3,905 shares; 2025Q4: 3,905 shares 3,905 $517K 0.02% 0 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: 1,639 shares; 2024Q4: 1,639 shares; 2025Q1: 1,639 shares; 2025Q2: 1,737 shares; 2025Q3: 1,824 shares; 2025Q4: 2,232 shares 2,232 $508K 0.02% +408 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,568 shares; 2024Q4: 17,241 shares; 2025Q1: 16,404 shares; 2025Q2: 19,304 shares; 2025Q3: 18,543 shares; 2025Q4: 18,130 shares 18,130 $498K 0.02% -413 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,859 shares; 2024Q4: 4,859 shares; 2025Q1: 4,859 shares; 2025Q2: 9,818 shares; 2025Q3: 10,118 shares; 2025Q4: 12,338 shares 12,338 $495K 0.02% +2,220 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,944 shares; 2024Q4: 2,944 shares; 2025Q1: 2,839 shares; 2025Q2: 2,819 shares; 2025Q3: 2,799 shares; 2025Q4: 2,799 shares 2,799 $493K 0.02% 0 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,457 shares 7,457 $489K 0.02% new Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,788 shares; 2024Q4: 2,788 shares; 2025Q1: 2,788 shares; 2025Q2: 4,348 shares; 2025Q3: 4,604 shares; 2025Q4: 4,604 shares 4,604 $483K 0.02% 0 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,040 shares; 2025Q1: 1,890 shares; 2025Q2: 578 shares; 2025Q3: 1,368 shares; 2025Q4: 2,112 shares 2,112 $478K 0.02% +744 Timeline IHI 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: 7,566 shares; 2024Q4: 7,566 shares; 2025Q1: 7,566 shares; 2025Q2: 7,566 shares; 2025Q3: 7,566 shares; 2025Q4: 7,566 shares 7,566 $470K 0.02% 0 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,332 shares; 2024Q4: 2,303 shares; 2025Q1: 2,303 shares; 2025Q2: 2,348 shares; 2025Q3: 2,303 shares; 2025Q4: 2,303 shares 2,303 $468K 0.02% 0 Timeline IXJ 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: 4,629 shares; 2025Q3: 4,773 shares; 2025Q4: 4,790 shares 4,790 $467K 0.01% +17 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,391 shares; 2024Q4: 3,796 shares; 2025Q1: 3,761 shares; 2025Q2: 3,158 shares; 2025Q3: 3,082 shares; 2025Q4: 2,990 shares 2,990 $463K 0.01% -92 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: 1,367 shares; 2024Q4: 1,665 shares; 2025Q1: 1,488 shares; 2025Q2: 1,489 shares; 2025Q3: 1,555 shares; 2025Q4: 1,577 shares 1,577 $455K 0.01% +22 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,526 shares; 2025Q3: 2,726 shares; 2025Q4: 3,344 shares 3,344 $452K 0.01% +618 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 975 shares; 2024Q4: 1,150 shares; 2025Q1: not reported; 2025Q2: 2,045 shares; 2025Q3: 2,655 shares; 2025Q4: 2,451 shares 2,451 $451K 0.01% -204 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 546 shares; 2025Q3: 781 shares; 2025Q4: 953 shares 953 $447K 0.01% +172 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,260 shares; 2025Q1: 1,110 shares; 2025Q2: 1,110 shares; 2025Q3: 1,110 shares; 2025Q4: 1,000 shares 1,000 $444K 0.01% -110 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 976 shares 976 $442K 0.01% new Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,390 shares; 2024Q4: 3,563 shares; 2025Q1: 3,656 shares; 2025Q2: 4,023 shares; 2025Q3: 3,954 shares; 2025Q4: 3,578 shares 3,578 $430K 0.01% -376 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: 2,074 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $424K 0.01% 0 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,363 shares; 2024Q4: 21,107 shares; 2025Q1: 9,684 shares; 2025Q2: 9,705 shares; 2025Q3: 9,718 shares; 2025Q4: 7,960 shares 7,960 $421K 0.01% -1,758 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 457 shares; 2024Q4: 457 shares; 2025Q1: 457 shares; 2025Q2: 457 shares; 2025Q3: 457 shares; 2025Q4: 457 shares 457 $414K 0.01% 0 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,565 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,958 shares; 2025Q4: 8,229 shares 8,229 $409K 0.01% +4,271 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,565 shares; 2025Q3: 8,565 shares; 2025Q4: 8,565 shares 8,565 $402K 0.01% 0 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,000 shares 15,000 $395K 0.01% new 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: not reported; 2024Q4: 2,892 shares; 2025Q1: 3,258 shares; 2025Q2: 3,152 shares; 2025Q3: 3,284 shares; 2025Q4: 3,335 shares 3,335 $387K 0.01% +51 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC 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: 229 shares; 2025Q4: 229 shares 229 $387K 0.01% 0 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: 3,965 shares; 2024Q4: 3,515 shares; 2025Q1: 3,515 shares; 2025Q2: 3,965 shares; 2025Q3: 4,020 shares; 2025Q4: 4,020 shares 4,020 $386K 0.01% 0 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,670 shares; 2025Q3: 7,675 shares; 2025Q4: 7,471 shares 7,471 $385K 0.01% -204 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,912 shares; 2024Q4: 1,912 shares; 2025Q1: 1,912 shares; 2025Q2: 1,912 shares; 2025Q3: 1,912 shares; 2025Q4: 1,912 shares 1,912 $379K 0.01% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 975 shares; 2024Q4: 1,021 shares; 2025Q1: 1,012 shares; 2025Q2: 1,012 shares; 2025Q3: 1,465 shares; 2025Q4: 1,012 shares 1,012 $378K 0.01% -453 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,784 shares; 2024Q4: 5,915 shares; 2025Q1: 4,488 shares; 2025Q2: 4,648 shares; 2025Q3: 4,491 shares; 2025Q4: 5,126 shares 5,126 $377K 0.01% +635 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: 1,760 shares; 2024Q4: 1,828 shares; 2025Q1: 1,877 shares; 2025Q2: 1,877 shares; 2025Q3: 1,891 shares; 2025Q4: 1,759 shares 1,759 $367K 0.01% -132 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: 5,901 shares; 2024Q4: 5,063 shares; 2025Q1: 5,063 shares; 2025Q2: 4,520 shares; 2025Q3: 4,520 shares; 2025Q4: 4,363 shares 4,363 $365K 0.01% -157 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,850 shares; 2024Q4: 8,850 shares; 2025Q1: 8,850 shares; 2025Q2: 8,850 shares; 2025Q3: 8,850 shares; 2025Q4: 8,850 shares 8,850 $364K 0.01% 0 Timeline ERTH 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: 8,002 shares; 2024Q4: 8,319 shares; 2025Q1: 8,478 shares; 2025Q2: 8,154 shares; 2025Q3: 8,245 shares; 2025Q4: 7,651 shares 7,651 $361K 0.01% -594 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,005 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,619 shares; 2025Q3: 3,742 shares; 2025Q4: 4,403 shares 4,403 $360K 0.01% +661 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: 7,715 shares; 2025Q3: 7,715 shares; 2025Q4: 7,715 shares 7,715 $349K 0.01% 0 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,588 shares; 2024Q4: 4,658 shares; 2025Q1: 4,838 shares; 2025Q2: 4,838 shares; 2025Q3: 4,338 shares; 2025Q4: 4,338 shares 4,338 $349K 0.01% 0 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,249 shares 2,249 $344K 0.01% new Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,260 shares; 2024Q4: 3,260 shares; 2025Q1: 3,550 shares; 2025Q2: 3,550 shares; 2025Q3: 3,550 shares; 2025Q4: 3,550 shares 3,550 $344K 0.01% 0 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,665 shares; 2024Q4: 1,433 shares; 2025Q1: 1,311 shares; 2025Q2: 1,349 shares; 2025Q3: 1,405 shares; 2025Q4: 1,322 shares 1,322 $343K 0.01% -83 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,188 shares; 2025Q4: 1,233 shares 1,233 $340K 0.01% +45 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,661 shares; 2025Q3: 10,661 shares; 2025Q4: 10,661 shares 10,661 $336K 0.01% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,092 shares; 2024Q4: 7,955 shares; 2025Q1: 7,785 shares; 2025Q2: 7,552 shares; 2025Q3: 7,337 shares; 2025Q4: 7,022 shares 7,022 $336K 0.01% -315 Timeline IHF 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: 6,883 shares; 2024Q4: 6,896 shares; 2025Q1: 6,908 shares; 2025Q2: 6,915 shares; 2025Q3: 6,929 shares; 2025Q4: 6,957 shares 6,957 $334K 0.01% +28 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,591 shares; 2024Q4: 8,600 shares; 2025Q1: 2,077 shares; 2025Q2: 1,876 shares; 2025Q3: 1,973 shares; 2025Q4: 1,897 shares 1,897 $333K 0.01% -76 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 703 shares; 2024Q4: 665 shares; 2025Q1: 668 shares; 2025Q2: 677 shares; 2025Q3: 706 shares; 2025Q4: 700 shares 700 $329K 0.01% -6 Timeline MASI MASIMO CORP More: the full row for MASIMO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,415 shares; 2024Q4: 2,415 shares; 2025Q1: 2,515 shares; 2025Q2: 2,515 shares; 2025Q3: 2,515 shares; 2025Q4: 2,515 shares 2,515 $327K 0.01% 0 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,280 shares; 2024Q4: 1,280 shares; 2025Q1: 1,245 shares; 2025Q2: 1,245 shares; 2025Q3: 1,245 shares; 2025Q4: 1,245 shares 1,245 $326K 0.01% 0 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,952 shares; 2025Q1: not reported; 2025Q2: 2,069 shares; 2025Q3: 2,011 shares; 2025Q4: 2,011 shares 2,011 $324K 0.01% 0 Timeline SCHK SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,856 shares; 2024Q4: 9,712 shares; 2025Q1: 9,712 shares; 2025Q2: 9,712 shares; 2025Q3: 9,712 shares; 2025Q4: 9,712 shares 9,712 $319K 0.01% 0 Timeline IYJ 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: 2,135 shares; 2024Q4: 2,135 shares; 2025Q1: 2,135 shares; 2025Q2: 2,135 shares; 2025Q3: 2,135 shares; 2025Q4: 2,135 shares 2,135 $316K 0.01% 0 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,217 shares; 2024Q4: 6,092 shares; 2025Q1: 6,092 shares; 2025Q2: 6,049 shares; 2025Q3: 5,495 shares; 2025Q4: 5,495 shares 5,495 $316K 0.01% 0 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,736 shares; 2024Q4: 5,946 shares; 2025Q1: 4,054 shares; 2025Q2: 3,270 shares; 2025Q3: 3,105 shares; 2025Q4: 4,323 shares 4,323 $313K 0.01% +1,218 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,455 shares; 2025Q2: 1,455 shares; 2025Q3: 1,626 shares; 2025Q4: 1,678 shares 1,678 $311K 0.01% +52 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,287 shares; 2024Q4: 2,287 shares; 2025Q1: 2,287 shares; 2025Q2: 1,570 shares; 2025Q3: 1,532 shares; 2025Q4: 1,585 shares 1,585 $309K 0.01% +53 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,885 shares; 2025Q4: 1,787 shares 1,787 $309K 0.01% -98 Timeline IYT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,541 shares; 2024Q4: 4,187 shares; 2025Q1: 4,187 shares; 2025Q2: 4,145 shares; 2025Q3: 4,130 shares; 2025Q4: 4,131 shares 4,131 $308K 0.01% +1 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,340 shares; 2025Q3: 5,702 shares; 2025Q4: 5,680 shares 5,680 $304K 0.01% -22 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,146 shares 6,146 $297K 0.01% new Timeline PPH 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: 2,923 shares; 2024Q4: 2,923 shares; 2025Q1: 2,923 shares; 2025Q2: 2,893 shares; 2025Q3: 2,873 shares; 2025Q4: 2,873 shares 2,873 $296K 0.01% 0 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: 1,084 shares; 2024Q4: 1,082 shares; 2025Q1: 1,091 shares; 2025Q2: 1,083 shares; 2025Q3: 1,127 shares; 2025Q4: 1,145 shares 1,145 $296K 0.01% +18 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: 1,901 shares; 2024Q4: 1,403 shares; 2025Q1: 1,375 shares; 2025Q2: 1,375 shares; 2025Q3: 1,354 shares; 2025Q4: 1,372 shares 1,372 $295K 0.01% +18 Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,881 shares; 2024Q4: 3,859 shares; 2025Q1: 3,859 shares; 2025Q2: 3,859 shares; 2025Q3: 3,835 shares; 2025Q4: 3,790 shares 3,790 $295K 0.01% -45 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,860 shares; 2024Q4: 3,405 shares; 2025Q1: 3,216 shares; 2025Q2: 3,167 shares; 2025Q3: 3,161 shares; 2025Q4: 2,953 shares 2,953 $293K 0.01% -208 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,246 shares 1,246 $291K 0.01% new Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,672 shares; 2024Q4: 5,110 shares; 2025Q1: 4,635 shares; 2025Q2: 4,531 shares; 2025Q3: 3,957 shares; 2025Q4: 3,157 shares 3,157 $290K 0.01% -800 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,143 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,282 shares; 2025Q4: 3,499 shares 3,499 $285K 0.01% +217 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: 3,020 shares; 2024Q4: 3,020 shares; 2025Q1: 3,020 shares; 2025Q2: 3,020 shares; 2025Q3: 3,020 shares; 2025Q4: 3,020 shares 3,020 $284K 0.01% 0 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,677 shares 1,677 $284K 0.01% new Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,930 shares; 2024Q4: 2,930 shares; 2025Q1: 2,680 shares; 2025Q2: 2,680 shares; 2025Q3: 2,744 shares; 2025Q4: 2,492 shares 2,492 $280K 0.01% -252 Timeline CHAT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,707 shares; 2025Q3: 4,707 shares; 2025Q4: 4,707 shares 4,707 $278K 0.01% 0 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA 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: 1,589 shares; 2025Q3: 1,589 shares; 2025Q4: 1,589 shares 1,589 $271K 0.01% 0 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,466 shares; 2024Q4: 4,266 shares; 2025Q1: 3,501 shares; 2025Q2: 2,851 shares; 2025Q3: 2,819 shares; 2025Q4: 2,672 shares 2,672 $269K 0.01% -147 Timeline KXI 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: 3,948 shares; 2025Q3: 4,050 shares; 2025Q4: 4,144 shares 4,144 $268K 0.01% +94 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 720 shares 720 $265K 0.01% new Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,865 shares; 2024Q4: 3,865 shares; 2025Q1: 3,865 shares; 2025Q2: 3,865 shares; 2025Q3: 3,865 shares; 2025Q4: 3,865 shares 3,865 $265K 0.01% 0 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,487 shares; 2024Q4: 4,743 shares; 2025Q1: 3,535 shares; 2025Q2: 3,887 shares; 2025Q3: 4,022 shares; 2025Q4: 3,597 shares 3,597 $264K 0.01% -425 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,555 shares; 2025Q4: 3,320 shares 3,320 $263K 0.01% +1,765 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,062 shares; 2024Q4: 5,467 shares; 2025Q1: 4,727 shares; 2025Q2: 3,612 shares; 2025Q3: 2,847 shares; 2025Q4: 2,794 shares 2,794 $263K 0.01% -53 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 837 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 246 shares; 2025Q4: 246 shares 246 $263K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 455 shares; 2025Q4: 462 shares 462 $263K 0.01% +7 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,518 shares 1,518 $261K 0.01% new Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,086 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,195 shares 1,195 $256K 0.01% new Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 358 shares; 2025Q4: 377 shares 377 $255K 0.01% +19 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: 7,383 shares; 2024Q4: 7,435 shares; 2025Q1: not reported; 2025Q2: 6,624 shares; 2025Q3: 7,018 shares; 2025Q4: 7,012 shares 7,012 $254K 0.01% -6 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,315 shares; 2024Q4: 2,267 shares; 2025Q1: 1,851 shares; 2025Q2: 1,465 shares; 2025Q3: 1,525 shares; 2025Q4: 1,304 shares 1,304 $253K 0.01% -221 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,996 shares; 2025Q3: 3,537 shares; 2025Q4: 3,537 shares 3,537 $253K 0.01% 0 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 609 shares; 2025Q1: not reported; 2025Q2: 609 shares; 2025Q3: 609 shares; 2025Q4: 609 shares 609 $251K 0.01% 0 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,575 shares; 2025Q1: 4,860 shares; 2025Q2: 3,935 shares; 2025Q3: 3,935 shares; 2025Q4: 3,832 shares 3,832 $248K 0.01% -103 Timeline PHO 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: 3,708 shares; 2024Q4: 3,708 shares; 2025Q1: 3,708 shares; 2025Q2: 3,708 shares; 2025Q3: 3,708 shares; 2025Q4: 3,518 shares 3,518 $248K 0.01% -190 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: 514 shares; 2024Q4: 514 shares; 2025Q1: 514 shares; 2025Q2: 503 shares; 2025Q3: 518 shares; 2025Q4: 503 shares 503 $247K 0.01% -15 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,038 shares; 2024Q4: 4,445 shares; 2025Q1: 3,343 shares; 2025Q2: 3,111 shares; 2025Q3: 3,111 shares; 2025Q4: 3,111 shares 3,111 $246K 0.01% 0 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,716 shares; 2025Q2: 8,882 shares; 2025Q3: 9,033 shares; 2025Q4: 9,227 shares 9,227 $243K 0.01% +194 Timeline BMRC BANK OF MARIN BANCORP More: the full row for BANK OF MARIN BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,296 shares; 2025Q1: 9,240 shares; 2025Q2: 9,240 shares; 2025Q3: 9,240 shares; 2025Q4: 9,240 shares 9,240 $240K 0.01% 0 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,835 shares; 2024Q4: 3,835 shares; 2025Q1: 3,650 shares; 2025Q2: 3,650 shares; 2025Q3: 3,650 shares; 2025Q4: 3,650 shares 3,650 $238K 0.01% 0 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,964 shares; 2024Q4: 3,166 shares; 2025Q1: 3,166 shares; 2025Q2: not reported; 2025Q3: 3,104 shares; 2025Q4: 3,197 shares 3,197 $237K 0.01% +93 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,625 shares; 2025Q2: not reported; 2025Q3: 1,241 shares; 2025Q4: 1,242 shares 1,242 $237K 0.01% +1 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: not reported; 2024Q4: not reported; 2025Q1: 771 shares; 2025Q2: 771 shares; 2025Q3: 835 shares; 2025Q4: 863 shares 863 $236K 0.01% +28 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,149 shares; 2024Q4: not reported; 2025Q1: 1,331 shares; 2025Q2: 1,481 shares; 2025Q3: 1,271 shares; 2025Q4: 1,271 shares 1,271 $231K 0.01% 0 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,651 shares; 2024Q4: 2,651 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,800 shares; 2025Q4: 1,787 shares 1,787 $231K 0.01% -13 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,874 shares 1,874 $228K 0.01% new Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,280 shares; 2025Q1: not reported; 2025Q2: 2,210 shares; 2025Q3: 2,210 shares; 2025Q4: 2,210 shares 2,210 $226K 0.01% 0 Timeline SCHV 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: 8,602 shares; 2025Q3: 7,602 shares; 2025Q4: 7,602 shares 7,602 $225K 0.01% 0 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,628 shares; 2025Q4: 1,713 shares 1,713 $224K 0.01% +85 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,995 shares; 2024Q4: 30,499 shares; 2025Q1: 27,678 shares; 2025Q2: 18,683 shares; 2025Q3: 18,687 shares; 2025Q4: 16,691 shares 16,691 $219K 0.01% -1,996 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,680 shares 1,680 $217K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 653 shares; 2025Q4: 642 shares 642 $217K 0.01% -11 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 609 shares; 2024Q4: 609 shares; 2025Q1: 609 shares; 2025Q2: 602 shares; 2025Q3: 636 shares; 2025Q4: 613 shares 613 $216K 0.01% -23 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,190 shares; 2025Q1: 1,190 shares; 2025Q2: 1,228 shares; 2025Q3: 1,290 shares; 2025Q4: 1,164 shares 1,164 $216K 0.01% -126 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: 11,403 shares; 2024Q4: 10,997 shares; 2025Q1: 4,875 shares; 2025Q2: 4,120 shares; 2025Q3: 4,210 shares; 2025Q4: 4,010 shares 4,010 $216K 0.01% -200 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES 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: not reported; 2025Q3: not reported; 2025Q4: 3,294 shares 3,294 $215K 0.01% new 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: 4,049 shares; 2024Q4: 4,100 shares; 2025Q1: 3,101 shares; 2025Q2: 3,101 shares; 2025Q3: not reported; 2025Q4: 2,518 shares 2,518 $215K 0.01% new Timeline COWZ PACER FDS TR More: the full row for PACER FDS 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: 3,566 shares 3,566 $215K 0.01% new Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,942 shares; 2024Q4: 6,617 shares; 2025Q1: 5,725 shares; 2025Q2: 5,187 shares; 2025Q3: 5,187 shares; 2025Q4: 5,187 shares 5,187 $213K 0.01% 0 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,917 shares; 2024Q4: 2,917 shares; 2025Q1: 2,947 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 939 shares 939 $210K 0.01% new 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,178 shares 1,178 $209K 0.01% new Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,957 shares; 2025Q4: 1,957 shares 1,957 $209K 0.01% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,001 shares; 2025Q2: not reported; 2025Q3: 5,957 shares; 2025Q4: 5,957 shares 5,957 $207K 0.01% 0 Timeline PXH INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,000 shares; 2025Q4: 8,000 shares 8,000 $206K 0.01% 0 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 517 shares 517 $201K 0.01% new Timeline IXP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,658 shares 1,658 $201K 0.01% new Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 248 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 261 shares; 2025Q4: 248 shares 248 $201K 0.01% -13 Timeline CX CEMEX SAB DE CV More: the full row for CEMEX SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,067 shares; 2024Q4: 10,067 shares; 2025Q1: 10,067 shares; 2025Q2: 12,831 shares; 2025Q3: 10,067 shares; 2025Q4: 10,067 shares 10,067 $116K <0.01% 0 Timeline NAT NORDIC AMERICAN TANKERS LIMI More: the full row for NORDIC AMERICAN TANKERS LIMI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,677 shares; 2025Q1: 25,677 shares; 2025Q2: 25,677 shares; 2025Q3: 25,677 shares; 2025Q4: 25,677 shares 25,677 $88.3K <0.01% 0 Timeline GGB GERDAU SA More: the full row for GERDAU SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,576 shares; 2024Q4: 14,576 shares; 2025Q1: 14,576 shares; 2025Q2: 14,576 shares; 2025Q3: 14,576 shares; 2025Q4: 14,576 shares 14,576 $53.8K <0.01% 0 Timeline