FLXR TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 1,184,988 shares 1,184,988 $46.9M 9.86% 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: 250,014 shares; 2024Q4: 801,757 shares; 2025Q1: 853,043 shares; 2025Q2: 1,172,084 shares; 2025Q3: not loaded; 2025Q4: 1,595,818 shares 1,595,818 $43.8M 9.2% Timeline VWOB 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: 191,105 shares; 2024Q4: 198,361 shares; 2025Q1: 197,792 shares; 2025Q2: 203,772 shares; 2025Q3: not loaded; 2025Q4: 293,514 shares 293,514 $19.8M 4.16% 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: 597,263 shares; 2024Q4: 632,771 shares; 2025Q1: 625,116 shares; 2025Q2: 631,963 shares; 2025Q3: not loaded; 2025Q4: 433,575 shares 433,575 $19.6M 4.12% Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 411,927 shares; 2024Q4: 410,208 shares; 2025Q1: 347,526 shares; 2025Q2: 437,749 shares; 2025Q3: not loaded; 2025Q4: 452,125 shares 452,125 $17.9M 3.76% Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,347 shares; 2024Q4: 70,383 shares; 2025Q1: 69,687 shares; 2025Q2: 66,697 shares; 2025Q3: not loaded; 2025Q4: 65,575 shares 65,575 $17.8M 3.75% Timeline HEQT SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 519,326 shares; 2024Q4: 516,588 shares; 2025Q1: 839,669 shares; 2025Q2: 489,872 shares; 2025Q3: not loaded; 2025Q4: 517,138 shares 517,138 $16.6M 3.48% Timeline DEXC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 185,898 shares; 2025Q1: 124,019 shares; 2025Q2: 194,051 shares; 2025Q3: not loaded; 2025Q4: 216,004 shares 216,004 $13.1M 2.75% Timeline TPYP TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 279,374 shares; 2025Q3: not loaded; 2025Q4: 309,157 shares 309,157 $10.9M 2.29% 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: 160,744 shares; 2024Q4: 158,149 shares; 2025Q1: 155,286 shares; 2025Q2: 150,324 shares; 2025Q3: not loaded; 2025Q4: 74,511 shares 74,511 $10.7M 2.25% 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: 19,481 shares; 2024Q4: 19,711 shares; 2025Q1: 19,887 shares; 2025Q2: 18,875 shares; 2025Q3: not loaded; 2025Q4: 19,787 shares 19,787 $9.57M 2.01% 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: 34,169 shares; 2024Q4: 34,150 shares; 2025Q1: 33,560 shares; 2025Q2: 30,030 shares; 2025Q3: not loaded; 2025Q4: 29,301 shares 29,301 $9.19M 1.93% Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT 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 loaded; 2025Q4: 241,000 shares 241,000 $8.87M 1.86% 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: not reported; 2024Q4: 2,652 shares; 2025Q1: 2,793 shares; 2025Q2: 3,132 shares; 2025Q3: not loaded; 2025Q4: 100,090 shares 100,090 $8.86M 1.86% Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,832 shares; 2024Q4: 100,881 shares; 2025Q1: 100,030 shares; 2025Q2: 106,948 shares; 2025Q3: not loaded; 2025Q4: 172,577 shares 172,577 $8.72M 1.83% 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: 30,823 shares; 2024Q4: 30,874 shares; 2025Q1: 31,164 shares; 2025Q2: 32,567 shares; 2025Q3: not loaded; 2025Q4: 34,122 shares 34,122 $7.88M 1.65% 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: 33,018 shares; 2024Q4: 138,644 shares; 2025Q1: 166,167 shares; 2025Q2: 169,894 shares; 2025Q3: not loaded; 2025Q4: 182,825 shares 182,825 $5.96M 1.25% Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF 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: 146,741 shares; 2025Q3: not loaded; 2025Q4: 219,909 shares 219,909 $5.6M 1.18% 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: 5,006 shares; 2024Q4: 5,308 shares; 2025Q1: 5,315 shares; 2025Q2: 5,230 shares; 2025Q3: not loaded; 2025Q4: 5,149 shares 5,149 $5.53M 1.16% Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,689 shares; 2024Q4: 37,192 shares; 2025Q1: 39,096 shares; 2025Q2: 40,721 shares; 2025Q3: not loaded; 2025Q4: 38,301 shares 38,301 $4.61M 0.97% 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: 21,509 shares; 2024Q4: 21,834 shares; 2025Q1: 21,977 shares; 2025Q2: 21,412 shares; 2025Q3: not loaded; 2025Q4: 19,963 shares 19,963 $4.56M 0.96% 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: 35,117 shares; 2024Q4: 34,883 shares; 2025Q1: 34,418 shares; 2025Q2: 34,755 shares; 2025Q3: not loaded; 2025Q4: 35,558 shares 35,558 $4.48M 0.94% 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: 14,748 shares; 2024Q4: 14,748 shares; 2025Q1: 14,748 shares; 2025Q2: 14,748 shares; 2025Q3: not loaded; 2025Q4: 30,196 shares 30,196 $4.35M 0.91% 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: 12,013 shares; 2024Q4: 11,991 shares; 2025Q1: 11,946 shares; 2025Q2: 11,578 shares; 2025Q3: not loaded; 2025Q4: 11,400 shares 11,400 $4M 0.84% 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: 20,706 shares; 2024Q4: 20,665 shares; 2025Q1: 20,906 shares; 2025Q2: 19,724 shares; 2025Q3: not loaded; 2025Q4: 21,128 shares 21,128 $3.94M 0.83% 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: 12,452 shares; 2024Q4: 12,601 shares; 2025Q1: 13,274 shares; 2025Q2: 12,754 shares; 2025Q3: not loaded; 2025Q4: 12,412 shares 12,412 $3.89M 0.82% 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: 5,931 shares; 2024Q4: 5,943 shares; 2025Q1: 6,126 shares; 2025Q2: 5,943 shares; 2025Q3: not loaded; 2025Q4: 6,262 shares 6,262 $3.85M 0.81% 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: 20,480 shares; 2025Q1: 20,480 shares; 2025Q2: 20,525 shares; 2025Q3: not loaded; 2025Q4: 20,753 shares 20,753 $3.55M 0.75% 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: 5,972 shares; 2024Q4: 5,973 shares; 2025Q1: 6,152 shares; 2025Q2: 5,978 shares; 2025Q3: not loaded; 2025Q4: 5,983 shares 5,983 $3.43M 0.72% Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,306 shares; 2024Q4: 9,305 shares; 2025Q1: 9,295 shares; 2025Q2: 9,238 shares; 2025Q3: not loaded; 2025Q4: 9,227 shares 9,227 $3.18M 0.67% 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: 21,678 shares; 2024Q4: 23,435 shares; 2025Q1: 28,181 shares; 2025Q2: 28,185 shares; 2025Q3: not loaded; 2025Q4: 29,726 shares 29,726 $3.17M 0.67% 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: 16,070 shares; 2024Q4: 15,962 shares; 2025Q1: 15,888 shares; 2025Q2: 17,248 shares; 2025Q3: not loaded; 2025Q4: 17,209 shares 17,209 $3.16M 0.66% 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: 20,103 shares; 2024Q4: 19,304 shares; 2025Q1: 20,618 shares; 2025Q2: 16,249 shares; 2025Q3: not loaded; 2025Q4: 18,440 shares 18,440 $2.96M 0.62% 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: 10,645 shares; 2024Q4: 10,589 shares; 2025Q1: 10,425 shares; 2025Q2: 9,484 shares; 2025Q3: not loaded; 2025Q4: 8,884 shares 8,884 $2.86M 0.6% 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: 69,949 shares; 2024Q4: 67,999 shares; 2025Q1: 65,190 shares; 2025Q2: 64,670 shares; 2025Q3: not loaded; 2025Q4: 53,527 shares 53,527 $2.86M 0.6% 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: 15,533 shares; 2024Q4: 16,743 shares; 2025Q1: 16,678 shares; 2025Q2: 17,225 shares; 2025Q3: not loaded; 2025Q4: 17,687 shares 17,687 $2.7M 0.57% Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,450 shares; 2024Q4: 15,662 shares; 2025Q1: 15,879 shares; 2025Q2: 14,595 shares; 2025Q3: not loaded; 2025Q4: 14,207 shares 14,207 $2.43M 0.51% 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: 46,880 shares; 2024Q4: 47,059 shares; 2025Q1: 48,042 shares; 2025Q2: 51,185 shares; 2025Q3: not loaded; 2025Q4: 53,295 shares 53,295 $2.17M 0.46% 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: 6,117 shares; 2024Q4: 6,117 shares; 2025Q1: 6,115 shares; 2025Q2: 6,086 shares; 2025Q3: not loaded; 2025Q4: 6,105 shares 6,105 $2.15M 0.45% 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: 3,256 shares; 2024Q4: 3,299 shares; 2025Q1: 3,254 shares; 2025Q2: 3,331 shares; 2025Q3: not loaded; 2025Q4: 3,142 shares 3,142 $2.07M 0.44% 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: 8,757 shares; 2024Q4: 8,190 shares; 2025Q1: 7,025 shares; 2025Q2: 4,919 shares; 2025Q3: not loaded; 2025Q4: 16,022 shares 16,022 $1.97M 0.41% 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: 27,064 shares; 2024Q4: 27,032 shares; 2025Q1: 29,861 shares; 2025Q2: 30,445 shares; 2025Q3: not loaded; 2025Q4: 30,312 shares 30,312 $1.93M 0.41% 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: 8,755 shares; 2024Q4: 8,850 shares; 2025Q1: 8,805 shares; 2025Q2: 8,250 shares; 2025Q3: not loaded; 2025Q4: 8,503 shares 8,503 $1.87M 0.39% Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,211 shares; 2024Q4: 10,705 shares; 2025Q1: 10,781 shares; 2025Q2: 10,072 shares; 2025Q3: not loaded; 2025Q4: 8,722 shares 8,722 $1.8M 0.38% 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: 11,328 shares; 2024Q4: 11,432 shares; 2025Q1: 10,258 shares; 2025Q2: 9,845 shares; 2025Q3: not loaded; 2025Q4: 9,257 shares 9,257 $1.8M 0.38% 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: 27,014 shares; 2024Q4: 27,014 shares; 2025Q1: 27,294 shares; 2025Q2: 27,144 shares; 2025Q3: not loaded; 2025Q4: 25,924 shares 25,924 $1.8M 0.38% 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: 5,295 shares; 2024Q4: 5,111 shares; 2025Q1: 5,095 shares; 2025Q2: 5,013 shares; 2025Q3: not loaded; 2025Q4: 5,033 shares 5,033 $1.76M 0.37% 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: 4,046 shares; 2024Q4: 4,543 shares; 2025Q1: 4,943 shares; 2025Q2: 5,295 shares; 2025Q3: not loaded; 2025Q4: 5,356 shares 5,356 $1.75M 0.37% 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: 26,866 shares; 2024Q4: 26,738 shares; 2025Q1: 28,539 shares; 2025Q2: 27,014 shares; 2025Q3: not loaded; 2025Q4: 30,321 shares 30,321 $1.75M 0.37% Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,358 shares; 2024Q4: 5,342 shares; 2025Q1: 5,648 shares; 2025Q2: 7,054 shares; 2025Q3: not loaded; 2025Q4: 6,555 shares 6,555 $1.74M 0.36% 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: 91,433 shares; 2024Q4: 88,358 shares; 2025Q1: 84,659 shares; 2025Q2: 74,963 shares; 2025Q3: not loaded; 2025Q4: 64,430 shares 64,430 $1.6M 0.34% 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: 4,911 shares; 2024Q4: 4,669 shares; 2025Q1: 4,414 shares; 2025Q2: 4,260 shares; 2025Q3: not loaded; 2025Q4: 4,481 shares 4,481 $1.55M 0.33% Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,234 shares; 2024Q4: 2,229 shares; 2025Q1: 2,136 shares; 2025Q2: 2,105 shares; 2025Q3: not loaded; 2025Q4: 1,757 shares 1,757 $1.52M 0.32% 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: 4,745 shares; 2024Q4: 4,748 shares; 2025Q1: 4,707 shares; 2025Q2: 4,684 shares; 2025Q3: not loaded; 2025Q4: 2,910 shares 2,910 $1.46M 0.31% Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,250 shares; 2024Q4: 1,282 shares; 2025Q1: 1,303 shares; 2025Q2: 1,313 shares; 2025Q3: not loaded; 2025Q4: 1,310 shares 1,310 $1.4M 0.29% Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40,288 shares; 2025Q2: 68,304 shares; 2025Q3: not loaded; 2025Q4: 27,304 shares 27,304 $1.39M 0.29% Timeline LTC LTC PPTYS INC More: the full row for LTC PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,847 shares; 2024Q4: 36,365 shares; 2025Q1: 36,693 shares; 2025Q2: 35,513 shares; 2025Q3: not loaded; 2025Q4: 39,689 shares 39,689 $1.36M 0.29% 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: 4,376 shares; 2024Q4: 4,386 shares; 2025Q1: 4,396 shares; 2025Q2: 4,504 shares; 2025Q3: not loaded; 2025Q4: 4,600 shares 4,600 $1.35M 0.28% Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,218 shares; 2024Q4: 5,221 shares; 2025Q1: 5,194 shares; 2025Q2: 4,949 shares; 2025Q3: not loaded; 2025Q4: 4,543 shares 4,543 $1.35M 0.28% 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: 12,714 shares; 2024Q4: 12,454 shares; 2025Q1: 12,755 shares; 2025Q2: 11,939 shares; 2025Q3: not loaded; 2025Q4: 12,657 shares 12,657 $1.33M 0.28% Timeline FLTR 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: 1,189,488 shares; 2025Q2: 1,609,862 shares; 2025Q3: not loaded; 2025Q4: 49,023 shares 49,023 $1.25M 0.26% 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: 22,703 shares; 2024Q4: 21,210 shares; 2025Q1: 19,648 shares; 2025Q2: 14,005 shares; 2025Q3: not loaded; 2025Q4: 23,109 shares 23,109 $1.25M 0.26% Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,145 shares; 2024Q4: 8,145 shares; 2025Q1: 8,145 shares; 2025Q2: 8,224 shares; 2025Q3: not loaded; 2025Q4: 8,449 shares 8,449 $1.19M 0.25% 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: 3,290 shares; 2024Q4: 3,290 shares; 2025Q1: 3,290 shares; 2025Q2: 3,290 shares; 2025Q3: not loaded; 2025Q4: 3,290 shares 3,290 $1.18M 0.25% 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: 17,099 shares; 2024Q4: 17,253 shares; 2025Q1: 17,484 shares; 2025Q2: 15,060 shares; 2025Q3: not loaded; 2025Q4: 15,005 shares 15,005 $1.16M 0.24% 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: 10,090 shares; 2024Q4: 10,527 shares; 2025Q1: 10,772 shares; 2025Q2: 11,032 shares; 2025Q3: not loaded; 2025Q4: 11,738 shares 11,738 $1.13M 0.24% 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: 11,487 shares; 2024Q4: 11,406 shares; 2025Q1: 11,105 shares; 2025Q2: 10,872 shares; 2025Q3: not loaded; 2025Q4: 10,072 shares 10,072 $1.12M 0.24% Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,508 shares; 2024Q4: 20,183 shares; 2025Q1: 20,833 shares; 2025Q2: 19,260 shares; 2025Q3: not loaded; 2025Q4: 20,570 shares 20,570 $1.11M 0.23% Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,399 shares; 2024Q4: 3,399 shares; 2025Q1: 3,399 shares; 2025Q2: 3,399 shares; 2025Q3: not loaded; 2025Q4: 3,399 shares 3,399 $1.1M 0.23% 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: 9,497 shares; 2024Q4: 9,867 shares; 2025Q1: 10,939 shares; 2025Q2: 11,542 shares; 2025Q3: not loaded; 2025Q4: 12,559 shares 12,559 $1.06M 0.22% Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,475 shares; 2024Q4: 5,528 shares; 2025Q1: 5,464 shares; 2025Q2: 5,607 shares; 2025Q3: not loaded; 2025Q4: 5,889 shares 5,889 $1.05M 0.22% 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: 11,711 shares; 2024Q4: 11,433 shares; 2025Q1: 12,118 shares; 2025Q2: 12,146 shares; 2025Q3: not loaded; 2025Q4: 11,227 shares 11,227 $1.05M 0.22% 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: 11,954 shares; 2024Q4: 14,074 shares; 2025Q1: 15,500 shares; 2025Q2: 16,752 shares; 2025Q3: not loaded; 2025Q4: 18,394 shares 18,394 $1.04M 0.22% 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: 20,242 shares; 2024Q4: 20,410 shares; 2025Q1: 20,441 shares; 2025Q2: 20,247 shares; 2025Q3: not loaded; 2025Q4: 21,529 shares 21,529 $1.03M 0.22% Timeline VIGI 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: 7,720 shares; 2024Q4: 7,720 shares; 2025Q1: 7,720 shares; 2025Q2: 7,783 shares; 2025Q3: not loaded; 2025Q4: 10,769 shares 10,769 $985K 0.21% 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 loaded; 2025Q4: 14,075 shares 14,075 $921K 0.19% 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: 3,341 shares; 2024Q4: 3,341 shares; 2025Q1: 2,959 shares; 2025Q2: 2,959 shares; 2025Q3: not loaded; 2025Q4: 2,959 shares 2,959 $918K 0.19% 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: 26,827 shares; 2024Q4: 25,307 shares; 2025Q1: 29,949 shares; 2025Q2: 30,804 shares; 2025Q3: not loaded; 2025Q4: 24,587 shares 24,587 $907K 0.19% Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 241,598 shares; 2024Q4: 239,947 shares; 2025Q1: 258,252 shares; 2025Q2: 55,173 shares; 2025Q3: not loaded; 2025Q4: 10,442 shares 10,442 $891K 0.19% 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: 7,946 shares; 2024Q4: 7,897 shares; 2025Q1: 7,798 shares; 2025Q2: 7,096 shares; 2025Q3: not loaded; 2025Q4: 6,213 shares 6,213 $890K 0.19% Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,236 shares; 2024Q4: 1,170 shares; 2025Q1: 1,004 shares; 2025Q2: 962 shares; 2025Q3: not loaded; 2025Q4: 9,369 shares 9,369 $878K 0.18% Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,981 shares; 2024Q4: 2,392 shares; 2025Q1: 2,666 shares; 2025Q2: 3,394 shares; 2025Q3: not loaded; 2025Q4: 4,584 shares 4,584 $878K 0.18% 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: 2,220 shares; 2024Q4: 2,278 shares; 2025Q1: 2,278 shares; 2025Q2: 2,170 shares; 2025Q3: not loaded; 2025Q4: 2,122 shares 2,122 $841K 0.18% 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: 4,071 shares; 2024Q4: 3,347 shares; 2025Q1: 4,368 shares; 2025Q2: 7,637 shares; 2025Q3: not loaded; 2025Q4: 11,307 shares 11,307 $831K 0.17% 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: 1,735 shares; 2024Q4: 1,670 shares; 2025Q1: 1,713 shares; 2025Q2: 1,770 shares; 2025Q3: not loaded; 2025Q4: 1,713 shares 1,713 $829K 0.17% Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,433 shares; 2024Q4: 1,382 shares; 2025Q1: 1,381 shares; 2025Q2: 1,505 shares; 2025Q3: not loaded; 2025Q4: 1,729 shares 1,729 $810K 0.17% Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,409 shares; 2024Q4: 1,473 shares; 2025Q1: 1,494 shares; 2025Q2: 1,498 shares; 2025Q3: not loaded; 2025Q4: 1,653 shares 1,653 $806K 0.17% 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: 3,848 shares; 2024Q4: 3,885 shares; 2025Q1: 3,832 shares; 2025Q2: 4,024 shares; 2025Q3: not loaded; 2025Q4: 4,639 shares 4,639 $805K 0.17% 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: 880 shares; 2024Q4: 962 shares; 2025Q1: 980 shares; 2025Q2: 1,017 shares; 2025Q3: not loaded; 2025Q4: 1,172 shares 1,172 $799K 0.17% 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: 2,823 shares; 2024Q4: 2,757 shares; 2025Q1: 2,757 shares; 2025Q2: 3,289 shares; 2025Q3: not loaded; 2025Q4: 2,412 shares 2,412 $796K 0.17% Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,788 shares; 2024Q4: 4,013 shares; 2025Q1: 3,625 shares; 2025Q2: 3,512 shares; 2025Q3: not loaded; 2025Q4: 3,621 shares 3,621 $786K 0.17% Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,661 shares; 2024Q4: 2,473 shares; 2025Q1: 2,382 shares; 2025Q2: 2,385 shares; 2025Q3: not loaded; 2025Q4: 2,161 shares 2,161 $756K 0.16% 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: 7,040 shares; 2024Q4: 7,227 shares; 2025Q1: 7,431 shares; 2025Q2: 6,758 shares; 2025Q3: not loaded; 2025Q4: 6,360 shares 6,360 $745K 0.16% Timeline VYMI 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: 7,072 shares; 2024Q4: 7,180 shares; 2025Q1: 7,581 shares; 2025Q2: 7,013 shares; 2025Q3: not loaded; 2025Q4: 8,210 shares 8,210 $739K 0.16% Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 228,605 shares; 2024Q4: 183,132 shares; 2025Q1: 9,586 shares; 2025Q2: 5,888 shares; 2025Q3: not loaded; 2025Q4: 9,483 shares 9,483 $739K 0.16% 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: 10,644 shares; 2024Q4: 11,093 shares; 2025Q1: 11,111 shares; 2025Q2: 10,276 shares; 2025Q3: not loaded; 2025Q4: 10,288 shares 10,288 $719K 0.15% Timeline PFN PIMCO INCOME STRATEGY FD II More: the full row for PIMCO INCOME STRATEGY FD 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: 77,556 shares; 2025Q3: not loaded; 2025Q4: 93,690 shares 93,690 $703K 0.15% Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,813 shares; 2024Q4: 7,584 shares; 2025Q1: 8,967 shares; 2025Q2: 8,922 shares; 2025Q3: not loaded; 2025Q4: 9,050 shares 9,050 $700K 0.15% Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,282 shares; 2024Q4: 9,922 shares; 2025Q1: 10,032 shares; 2025Q2: 8,781 shares; 2025Q3: not loaded; 2025Q4: 7,849 shares 7,849 $684K 0.14% Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,194 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,981 shares; 2025Q3: not loaded; 2025Q4: 11,908 shares 11,908 $674K 0.14% 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: 3,884 shares; 2024Q4: 4,596 shares; 2025Q1: 4,553 shares; 2025Q2: 5,163 shares; 2025Q3: not loaded; 2025Q4: 4,694 shares 4,694 $674K 0.14% Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,310 shares; 2024Q4: 8,725 shares; 2025Q1: 9,125 shares; 2025Q2: 9,125 shares; 2025Q3: not loaded; 2025Q4: 9,203 shares 9,203 $669K 0.14% 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: 1,176 shares; 2024Q4: 1,176 shares; 2025Q1: 1,175 shares; 2025Q2: 1,174 shares; 2025Q3: not loaded; 2025Q4: 1,140 shares 1,140 $651K 0.14% Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,882 shares; 2024Q4: 89,557 shares; 2025Q1: 51,463 shares; 2025Q2: 53,678 shares; 2025Q3: not loaded; 2025Q4: 18,750 shares 18,750 $642K 0.13% Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,465 shares; 2024Q4: 3,514 shares; 2025Q1: 3,454 shares; 2025Q2: 3,479 shares; 2025Q3: not loaded; 2025Q4: 3,930 shares 3,930 $640K 0.13% Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 8,023 shares 8,023 $632K 0.13% Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,927 shares; 2024Q4: 1,927 shares; 2025Q1: 1,927 shares; 2025Q2: 1,927 shares; 2025Q3: not loaded; 2025Q4: 1,707 shares 1,707 $632K 0.13% 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: 1,871 shares; 2024Q4: 2,033 shares; 2025Q1: 2,057 shares; 2025Q2: 2,680 shares; 2025Q3: not loaded; 2025Q4: 2,679 shares 2,679 $620K 0.13% Timeline POR PORTLAND GEN ELEC CO More: the full row for PORTLAND GEN ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,900 shares; 2024Q4: 13,308 shares; 2025Q1: 14,636 shares; 2025Q2: 14,003 shares; 2025Q3: not loaded; 2025Q4: 12,678 shares 12,678 $608K 0.13% Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,471 shares; 2024Q4: 2,442 shares; 2025Q1: 3,983 shares; 2025Q2: 3,532 shares; 2025Q3: not loaded; 2025Q4: 2,834 shares 2,834 $607K 0.13% Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,711 shares; 2024Q4: 12,928 shares; 2025Q1: 13,189 shares; 2025Q2: 13,457 shares; 2025Q3: not loaded; 2025Q4: 12,308 shares 12,308 $596K 0.13% Timeline FLBL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 839,508 shares; 2025Q1: 1,518,039 shares; 2025Q2: 1,539,692 shares; 2025Q3: not loaded; 2025Q4: 25,168 shares 25,168 $589K 0.12% 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: 2,607 shares; 2024Q4: 2,604 shares; 2025Q1: 2,599 shares; 2025Q2: 2,575 shares; 2025Q3: not loaded; 2025Q4: 2,178 shares 2,178 $584K 0.12% 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: 455 shares; 2024Q4: 455 shares; 2025Q1: 505 shares; 2025Q2: 775 shares; 2025Q3: not loaded; 2025Q4: 775 shares 775 $584K 0.12% 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: 4,110 shares; 2024Q4: 4,055 shares; 2025Q1: 4,031 shares; 2025Q2: 4,070 shares; 2025Q3: not loaded; 2025Q4: 3,580 shares 3,580 $576K 0.12% Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,668 shares; 2024Q4: 9,746 shares; 2025Q1: 9,482 shares; 2025Q2: 9,287 shares; 2025Q3: not loaded; 2025Q4: 6,353 shares 6,353 $576K 0.12% Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,723 shares; 2024Q4: 6,773 shares; 2025Q1: 6,364 shares; 2025Q2: 6,349 shares; 2025Q3: not loaded; 2025Q4: 6,370 shares 6,370 $570K 0.12% 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: 2,200 shares; 2024Q4: 2,026 shares; 2025Q1: 2,033 shares; 2025Q2: 2,710 shares; 2025Q3: not loaded; 2025Q4: 2,710 shares 2,710 $566K 0.12% 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: 8,129 shares; 2024Q4: 7,073 shares; 2025Q1: 9,008 shares; 2025Q2: 9,384 shares; 2025Q3: not loaded; 2025Q4: 10,902 shares 10,902 $554K 0.12% Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,015 shares; 2025Q3: not loaded; 2025Q4: 7,963 shares 7,963 $554K 0.12% Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,036 shares; 2024Q4: 10,691 shares; 2025Q1: 10,080 shares; 2025Q2: 9,820 shares; 2025Q3: not loaded; 2025Q4: 8,959 shares 8,959 $548K 0.12% 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: 841 shares; 2024Q4: 762 shares; 2025Q1: 658 shares; 2025Q2: 714 shares; 2025Q3: not loaded; 2025Q4: 3,560 shares 3,560 $545K 0.11% Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: not loaded; 2025Q4: 3,000 shares 3,000 $544K 0.11% 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: 4,676 shares; 2024Q4: 4,262 shares; 2025Q1: 4,942 shares; 2025Q2: 5,863 shares; 2025Q3: not loaded; 2025Q4: 5,386 shares 5,386 $534K 0.11% Timeline CPLB NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,670 shares; 2024Q4: 26,815 shares; 2025Q1: 28,581 shares; 2025Q2: 29,864 shares; 2025Q3: not loaded; 2025Q4: 25,120 shares 25,120 $533K 0.11% Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,387 shares; 2024Q4: 9,117 shares; 2025Q1: 9,112 shares; 2025Q2: 9,112 shares; 2025Q3: not loaded; 2025Q4: 10,763 shares 10,763 $530K 0.11% 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: 21,699 shares; 2024Q4: 19,457 shares; 2025Q1: 19,308 shares; 2025Q2: 19,219 shares; 2025Q3: not loaded; 2025Q4: 19,243 shares 19,243 $529K 0.11% 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: 1,749 shares; 2024Q4: 1,889 shares; 2025Q1: 1,617 shares; 2025Q2: 1,614 shares; 2025Q3: not loaded; 2025Q4: 2,649 shares 2,649 $517K 0.11% Timeline KYMR KYMERA THERAPEUTICS INC More: the full row for KYMERA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,830 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,660 shares; 2025Q3: not loaded; 2025Q4: 6,600 shares 6,600 $514K 0.11% Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 10,000 shares 10,000 $498K 0.1% Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,743 shares; 2024Q4: 9,765 shares; 2025Q1: 8,802 shares; 2025Q2: 8,802 shares; 2025Q3: not loaded; 2025Q4: 8,903 shares 8,903 $490K 0.1% Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,769 shares; 2024Q4: 15,963 shares; 2025Q1: 18,110 shares; 2025Q2: 19,228 shares; 2025Q3: not loaded; 2025Q4: 19,628 shares 19,628 $489K 0.1% 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: not reported; 2024Q4: 820 shares; 2025Q1: 976 shares; 2025Q2: 1,146 shares; 2025Q3: not loaded; 2025Q4: 1,068 shares 1,068 $480K 0.1% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 1,011 shares 1,011 $479K 0.1% 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: 4,253 shares; 2024Q4: 4,462 shares; 2025Q1: 4,418 shares; 2025Q2: 4,356 shares; 2025Q3: not loaded; 2025Q4: 4,076 shares 4,076 $476K 0.1% 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: 8,068 shares; 2024Q4: 8,291 shares; 2025Q1: 8,466 shares; 2025Q2: 8,287 shares; 2025Q3: not loaded; 2025Q4: 8,617 shares 8,617 $474K 0.1% Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,813 shares; 2025Q3: not loaded; 2025Q4: 9,644 shares 9,644 $473K 0.1% 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: 18,845 shares; 2024Q4: 17,214 shares; 2025Q1: 16,477 shares; 2025Q2: 16,911 shares; 2025Q3: not loaded; 2025Q4: 15,491 shares 15,491 $463K 0.1% Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 384 shares; 2024Q4: 549 shares; 2025Q1: 585 shares; 2025Q2: 695 shares; 2025Q3: not loaded; 2025Q4: 594 shares 594 $459K 0.1% 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: 1,119 shares; 2024Q4: 2,202 shares; 2025Q1: 2,202 shares; 2025Q2: 2,224 shares; 2025Q3: not loaded; 2025Q4: 2,451 shares 2,451 $451K 0.09% 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: 13,809 shares; 2024Q4: 14,502 shares; 2025Q1: 14,653 shares; 2025Q2: 13,761 shares; 2025Q3: not loaded; 2025Q4: 14,048 shares 14,048 $450K 0.09% Timeline SHYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 19,515 shares 19,515 $447K 0.09% 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: 4,018 shares; 2024Q4: 4,018 shares; 2025Q1: 3,991 shares; 2025Q2: 3,969 shares; 2025Q3: not loaded; 2025Q4: 3,540 shares 3,540 $443K 0.09% 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: 4,596 shares; 2024Q4: 4,707 shares; 2025Q1: 4,688 shares; 2025Q2: 4,637 shares; 2025Q3: not loaded; 2025Q4: 4,789 shares 4,789 $440K 0.09% Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,729 shares; 2024Q4: 10,115 shares; 2025Q1: 9,715 shares; 2025Q2: 9,700 shares; 2025Q3: not loaded; 2025Q4: 10,300 shares 10,300 $440K 0.09% 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: 3,023 shares; 2024Q4: 2,716 shares; 2025Q1: 3,679 shares; 2025Q2: 4,094 shares; 2025Q3: not loaded; 2025Q4: 3,866 shares 3,866 $440K 0.09% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 2,837 shares 2,837 $439K 0.09% 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 loaded; 2025Q4: 6,710 shares 6,710 $439K 0.09% Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 381 shares; 2024Q4: 507 shares; 2025Q1: 506 shares; 2025Q2: 534 shares; 2025Q3: not loaded; 2025Q4: 506 shares 506 $426K 0.09% Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 581 shares; 2025Q3: not loaded; 2025Q4: 618 shares 618 $416K 0.09% Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,170 shares; 2024Q4: 8,548 shares; 2025Q1: 7,762 shares; 2025Q2: 10,234 shares; 2025Q3: not loaded; 2025Q4: 8,149 shares 8,149 $415K 0.09% Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,134 shares; 2024Q4: 6,282 shares; 2025Q1: 7,092 shares; 2025Q2: 6,002 shares; 2025Q3: not loaded; 2025Q4: 8,532 shares 8,532 $400K 0.08% Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,628 shares; 2024Q4: 3,374 shares; 2025Q1: 3,397 shares; 2025Q2: 3,370 shares; 2025Q3: not loaded; 2025Q4: 2,941 shares 2,941 $399K 0.08% Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 703 shares; 2025Q2: 394 shares; 2025Q3: not loaded; 2025Q4: 658 shares 658 $397K 0.08% 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: 11,747 shares; 2024Q4: 11,591 shares; 2025Q1: 12,920 shares; 2025Q2: 11,827 shares; 2025Q3: not loaded; 2025Q4: 11,259 shares 11,259 $394K 0.08% 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: 2,833 shares; 2024Q4: 2,822 shares; 2025Q1: 2,822 shares; 2025Q2: 2,847 shares; 2025Q3: not loaded; 2025Q4: 3,067 shares 3,067 $392K 0.08% Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,825 shares; 2024Q4: 9,825 shares; 2025Q1: 9,400 shares; 2025Q2: 8,750 shares; 2025Q3: not loaded; 2025Q4: 8,715 shares 8,715 $386K 0.08% 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: not reported; 2024Q4: 1,111 shares; 2025Q1: not reported; 2025Q2: 1,023 shares; 2025Q3: not loaded; 2025Q4: 1,265 shares 1,265 $384K 0.08% Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,926 shares; 2024Q4: 22,079 shares; 2025Q1: 22,079 shares; 2025Q2: 24,445 shares; 2025Q3: not loaded; 2025Q4: 45,966 shares 45,966 $383K 0.08% DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,245 shares; 2024Q4: 2,245 shares; 2025Q1: 2,245 shares; 2025Q2: 2,196 shares; 2025Q3: not loaded; 2025Q4: 2,196 shares 2,196 $381K 0.08% 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: 3,823 shares; 2024Q4: 3,807 shares; 2025Q1: 3,819 shares; 2025Q2: 3,792 shares; 2025Q3: not loaded; 2025Q4: 3,286 shares 3,286 $379K 0.08% 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: 5,719 shares; 2024Q4: 5,641 shares; 2025Q1: 5,748 shares; 2025Q2: 5,748 shares; 2025Q3: not loaded; 2025Q4: 5,099 shares 5,099 $377K 0.08% Timeline PMM FRANKLIN MANAGED MUN INCOME More: the full row for FRANKLIN MANAGED MUN INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,158 shares; 2024Q4: 71,614 shares; 2025Q1: 69,114 shares; 2025Q2: 66,964 shares; 2025Q3: not loaded; 2025Q4: 59,600 shares 59,600 $374K 0.08% Timeline MUA BLACKROCK MUNIASSETS FD INC More: the full row for BLACKROCK MUNIASSETS FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,223 shares; 2024Q4: 32,536 shares; 2025Q1: 34,036 shares; 2025Q2: 41,691 shares; 2025Q3: not loaded; 2025Q4: 34,441 shares 34,441 $369K 0.08% Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,965 shares; 2025Q3: not loaded; 2025Q4: 8,164 shares 8,164 $366K 0.08% 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: 624 shares; 2024Q4: 624 shares; 2025Q1: 411 shares; 2025Q2: 411 shares; 2025Q3: not loaded; 2025Q4: 411 shares 411 $361K 0.08% Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,284 shares; 2024Q4: 5,284 shares; 2025Q1: 5,836 shares; 2025Q2: 5,561 shares; 2025Q3: not loaded; 2025Q4: 5,395 shares 5,395 $351K 0.07% Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 1,654 shares 1,654 $348K 0.07% Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,461 shares; 2025Q1: 3,391 shares; 2025Q2: 3,391 shares; 2025Q3: not loaded; 2025Q4: 2,680 shares 2,680 $348K 0.07% Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,500 shares; 2025Q3: not loaded; 2025Q4: 6,500 shares 6,500 $347K 0.07% 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: 1,123 shares; 2024Q4: 1,120 shares; 2025Q1: 1,120 shares; 2025Q2: 1,120 shares; 2025Q3: not loaded; 2025Q4: 1,102 shares 1,102 $344K 0.07% 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: 1,829 shares; 2024Q4: 1,959 shares; 2025Q1: 1,981 shares; 2025Q2: 1,855 shares; 2025Q3: not loaded; 2025Q4: 2,167 shares 2,167 $333K 0.07% 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: 1,317 shares; 2025Q1: not reported; 2025Q2: 958 shares; 2025Q3: not loaded; 2025Q4: 1,327 shares 1,327 $322K 0.07% 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: not reported; 2024Q4: not reported; 2025Q1: 2,590 shares; 2025Q2: 2,697 shares; 2025Q3: not loaded; 2025Q4: 2,651 shares 2,651 $317K 0.07% Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,766 shares; 2025Q3: not loaded; 2025Q4: 1,106 shares 1,106 $316K 0.07% 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: 999 shares; 2024Q4: 999 shares; 2025Q1: not reported; 2025Q2: 999 shares; 2025Q3: not loaded; 2025Q4: 1,272 shares 1,272 $313K 0.07% Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,845 shares; 2025Q2: 1,874 shares; 2025Q3: not loaded; 2025Q4: 2,292 shares 2,292 $312K 0.07% Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,338 shares; 2025Q3: not loaded; 2025Q4: 4,338 shares 4,338 $301K 0.06% 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: not reported; 2024Q4: not reported; 2025Q1: 300 shares; 2025Q2: 297 shares; 2025Q3: not loaded; 2025Q4: 363 shares 363 $298K 0.06% Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 263 shares; 2024Q4: 263 shares; 2025Q1: 265 shares; 2025Q2: 258 shares; 2025Q3: not loaded; 2025Q4: 291 shares 291 $294K 0.06% Timeline MDYG 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: 2,736 shares; 2025Q1: 3,509 shares; 2025Q2: 2,841 shares; 2025Q3: not loaded; 2025Q4: 3,171 shares 3,171 $293K 0.06% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 517 shares 517 $293K 0.06% Timeline PCT PURECYCLE TECHNOLOGIES INC More: the full row for PURECYCLE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,455 shares; 2025Q1: 20,385 shares; 2025Q2: 11,071 shares; 2025Q3: not loaded; 2025Q4: 33,925 shares 33,925 $291K 0.06% 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: not reported; 2024Q4: not reported; 2025Q1: 3,815 shares; 2025Q2: 3,829 shares; 2025Q3: not loaded; 2025Q4: 4,645 shares 4,645 $290K 0.06% Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,691 shares; 2024Q4: 1,645 shares; 2025Q1: 1,642 shares; 2025Q2: 2,405 shares; 2025Q3: not loaded; 2025Q4: 2,872 shares 2,872 $290K 0.06% Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 2,795 shares 2,795 $290K 0.06% 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: 646 shares; 2024Q4: 646 shares; 2025Q1: 642 shares; 2025Q2: 597 shares; 2025Q3: not loaded; 2025Q4: 612 shares 612 $277K 0.06% Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,717 shares; 2024Q4: 2,724 shares; 2025Q1: 2,828 shares; 2025Q2: 2,828 shares; 2025Q3: not loaded; 2025Q4: 2,008 shares 2,008 $277K 0.06% Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,653 shares; 2024Q4: 3,116 shares; 2025Q1: 3,878 shares; 2025Q2: 4,385 shares; 2025Q3: not loaded; 2025Q4: 3,178 shares 3,178 $274K 0.06% Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,092 shares; 2025Q1: 4,460 shares; 2025Q2: 4,128 shares; 2025Q3: not loaded; 2025Q4: 4,150 shares 4,150 $267K 0.06% Timeline ITB 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: 2,767 shares; 2024Q4: 2,767 shares; 2025Q1: 2,767 shares; 2025Q2: 2,767 shares; 2025Q3: not loaded; 2025Q4: 2,767 shares 2,767 $266K 0.06% 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: 388 shares; 2025Q3: not loaded; 2025Q4: 392 shares 392 $265K 0.06% Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,434 shares; 2024Q4: 3,595 shares; 2025Q1: 3,584 shares; 2025Q2: 3,584 shares; 2025Q3: not loaded; 2025Q4: 3,584 shares 3,584 $263K 0.06% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,210 shares; 2025Q3: not loaded; 2025Q4: 1,146 shares 1,146 $261K 0.05% 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: 1,127 shares; 2024Q4: 954 shares; 2025Q1: 953 shares; 2025Q2: 646 shares; 2025Q3: not loaded; 2025Q4: 446 shares 446 $258K 0.05% Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,939 shares; 2024Q4: 1,935 shares; 2025Q1: 1,944 shares; 2025Q2: 1,946 shares; 2025Q3: not loaded; 2025Q4: 1,607 shares 1,607 $256K 0.05% 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: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 936 shares 936 $256K 0.05% Timeline EQIN COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,515 shares; 2024Q4: 5,690 shares; 2025Q1: 4,445 shares; 2025Q2: 4,525 shares; 2025Q3: not loaded; 2025Q4: 5,339 shares 5,339 $254K 0.05% Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 518 shares; 2024Q4: 518 shares; 2025Q1: 518 shares; 2025Q2: 518 shares; 2025Q3: not loaded; 2025Q4: 518 shares 518 $252K 0.05% Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,432 shares; 2024Q4: 5,417 shares; 2025Q1: 6,617 shares; 2025Q2: 6,617 shares; 2025Q3: not loaded; 2025Q4: 5,302 shares 5,302 $249K 0.05% Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,294 shares; 2024Q4: 8,303 shares; 2025Q1: 8,316 shares; 2025Q2: 6,851 shares; 2025Q3: not loaded; 2025Q4: 6,851 shares 6,851 $249K 0.05% 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: not reported; 2025Q3: not loaded; 2025Q4: 1,836 shares 1,836 $248K 0.05% Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,375 shares; 2024Q4: 17,358 shares; 2025Q1: 17,342 shares; 2025Q2: 18,827 shares; 2025Q3: not loaded; 2025Q4: 10,384 shares 10,384 $246K 0.05% Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,230 shares; 2024Q4: 2,232 shares; 2025Q1: 2,086 shares; 2025Q2: 2,100 shares; 2025Q3: not loaded; 2025Q4: 2,010 shares 2,010 $243K 0.05% Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,443 shares; 2025Q2: 2,358 shares; 2025Q3: not loaded; 2025Q4: 2,443 shares 2,443 $243K 0.05% 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: 62 shares; 2024Q4: 62 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: not loaded; 2025Q4: 45 shares 45 $241K 0.05% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 192 shares 192 $233K 0.05% Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,804 shares; 2024Q4: 4,711 shares; 2025Q1: 3,999 shares; 2025Q2: 3,999 shares; 2025Q3: not loaded; 2025Q4: 3,666 shares 3,666 $232K 0.05% Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS 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 loaded; 2025Q4: 1,359 shares 1,359 $231K 0.05% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 2,308 shares 2,308 $231K 0.05% Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 3,565 shares 3,565 $230K 0.05% Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 1,403 shares 1,403 $227K 0.05% 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: not reported; 2024Q4: not reported; 2025Q1: 3,151 shares; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 2,818 shares 2,818 $224K 0.05% 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: not reported; 2024Q4: 1,437 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 1,984 shares 1,984 $223K 0.05% Timeline ENFR ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,070 shares; 2024Q4: 11,020 shares; 2025Q1: 10,310 shares; 2025Q2: 8,850 shares; 2025Q3: not loaded; 2025Q4: 7,000 shares 7,000 $220K 0.05% Timeline NWN NORTHWEST NAT HLDG CO More: the full row for NORTHWEST NAT HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 4,703 shares 4,703 $220K 0.05% Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 2,276 shares 2,276 $219K 0.05% Timeline SPYD 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 loaded; 2025Q4: 4,975 shares 4,975 $215K 0.05% Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,862 shares; 2024Q4: 16,651 shares; 2025Q1: 17,509 shares; 2025Q2: 17,623 shares; 2025Q3: not loaded; 2025Q4: 12,201 shares 12,201 $212K 0.04% Timeline VKTX VIKING THERAPEUTICS INC More: the full row for VIKING THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,306 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 5,950 shares 5,950 $209K 0.04% Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,939 shares; 2024Q4: 7,656 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 7,443 shares 7,443 $208K 0.04% Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 849 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 728 shares 728 $208K 0.04% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 719 shares 719 $208K 0.04% Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 2,883 shares 2,883 $206K 0.04% Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 887 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 583 shares 583 $206K 0.04% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 784 shares 784 $201K 0.04% Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 688 shares; 2025Q1: not reported; 2025Q2: 660 shares; 2025Q3: not loaded; 2025Q4: 680 shares 680 $201K 0.04% 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: 18,278 shares; 2024Q4: 15,760 shares; 2025Q1: 14,809 shares; 2025Q2: 12,709 shares; 2025Q3: not loaded; 2025Q4: 12,709 shares 12,709 $167K 0.04% Timeline ALT ALTIMMUNE INC More: the full row for ALTIMMUNE 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: 16,360 shares; 2025Q3: not loaded; 2025Q4: 18,500 shares 18,500 $66.8K 0.01% Timeline RCS PIMCO STRATEGIC INCOME FD More: the full row for PIMCO STRATEGIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: not loaded; 2025Q4: 10,000 shares 10,000 $55.7K 0.01% Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN 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: 15,000 shares; 2025Q3: not loaded; 2025Q4: 10,000 shares 10,000 $41.3K 0.01% Timeline