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: 446,870 shares; 2024Q4: 442,744 shares; 2025Q1: 437,632 shares; 2025Q2: 436,014 shares; 2025Q3: 431,124 shares; 2025Q4: 427,413 shares 427,413 $293M 18.01% -3,711 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: 1,338,431 shares; 2024Q4: 1,342,693 shares; 2025Q1: 1,330,882 shares; 2025Q2: 1,329,740 shares; 2025Q3: 1,336,510 shares; 2025Q4: 1,332,133 shares 1,332,133 $255M 15.7% -4,377 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: 709,265 shares; 2024Q4: 714,873 shares; 2025Q1: 710,187 shares; 2025Q2: 701,496 shares; 2025Q3: 704,261 shares; 2025Q4: 709,274 shares 709,274 $175M 10.74% +5,013 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 464,993 shares; 2024Q4: 464,338 shares; 2025Q1: 457,980 shares; 2025Q2: 458,651 shares; 2025Q3: 455,280 shares; 2025Q4: 456,776 shares 456,776 $55.5M 3.42% +1,496 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: 563,610 shares; 2024Q4: 560,749 shares; 2025Q1: 565,881 shares; 2025Q2: 565,130 shares; 2025Q3: 573,446 shares; 2025Q4: 597,678 shares 597,678 $53.5M 3.29% +24,232 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: 508,372 shares; 2024Q4: 504,142 shares; 2025Q1: 500,675 shares; 2025Q2: 495,928 shares; 2025Q3: 487,157 shares; 2025Q4: 490,106 shares 490,106 $47.1M 2.9% +2,949 Timeline IBHH 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: 250,802 shares; 2024Q4: 428,185 shares; 2025Q1: 836,135 shares; 2025Q2: 1,173,912 shares; 2025Q3: 1,515,968 shares; 2025Q4: 1,712,997 shares 1,712,997 $40.6M 2.5% +197,029 Timeline IBHG 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: 347,150 shares; 2024Q4: 540,414 shares; 2025Q1: 857,119 shares; 2025Q2: 1,165,621 shares; 2025Q3: 1,458,696 shares; 2025Q4: 1,574,653 shares 1,574,653 $35.1M 2.16% +115,957 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: 232,581 shares; 2024Q4: 233,853 shares; 2025Q1: 231,157 shares; 2025Q2: 231,517 shares; 2025Q3: 228,942 shares; 2025Q4: 229,113 shares 229,113 $32.3M 1.99% +171 Timeline IBHI 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: 118,810 shares; 2024Q4: 287,115 shares; 2025Q1: 463,248 shares; 2025Q2: 511,879 shares; 2025Q3: 943,906 shares; 2025Q4: 1,351,581 shares 1,351,581 $31.9M 1.97% +407,675 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: 430,026 shares; 2024Q4: 398,218 shares; 2025Q1: 399,918 shares; 2025Q2: 406,696 shares; 2025Q3: 408,861 shares; 2025Q4: 417,437 shares 417,437 $26.1M 1.6% +8,576 Timeline IBHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 212,111 shares; 2024Q4: 429,875 shares; 2025Q1: 755,309 shares; 2025Q2: 854,318 shares; 2025Q3: 1,038,643 shares; 2025Q4: 1,106,196 shares 1,106,196 $25.5M 1.57% +67,553 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: 131,262 shares; 2024Q4: 139,832 shares; 2025Q1: 140,619 shares; 2025Q2: 146,459 shares; 2025Q3: 160,759 shares; 2025Q4: 173,630 shares 173,630 $24.9M 1.53% +12,871 Timeline IBHJ 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: 13,320 shares; 2024Q4: 100,257 shares; 2025Q1: 237,614 shares; 2025Q2: 277,111 shares; 2025Q3: 521,450 shares; 2025Q4: 809,669 shares 809,669 $21.5M 1.33% +288,219 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: 154,078 shares; 2024Q4: 153,804 shares; 2025Q1: 143,551 shares; 2025Q2: 154,292 shares; 2025Q3: 171,736 shares; 2025Q4: 176,815 shares 176,815 $21.2M 1.31% +5,079 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,133 shares; 2024Q4: 45,135 shares; 2025Q1: 45,136 shares; 2025Q2: 45,138 shares; 2025Q3: 44,188 shares; 2025Q4: 43,999 shares 43,999 $20.5M 1.26% -189 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: 62,454 shares; 2024Q4: 61,645 shares; 2025Q1: 64,765 shares; 2025Q2: 64,302 shares; 2025Q3: 63,716 shares; 2025Q4: 63,834 shares 63,834 $17.4M 1.07% +118 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,479 shares; 2024Q4: 141,307 shares; 2025Q1: 133,175 shares; 2025Q2: 128,432 shares; 2025Q3: 123,137 shares; 2025Q4: 127,392 shares 127,392 $15.7M 0.97% +4,255 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: 26,942 shares; 2024Q4: 26,421 shares; 2025Q1: 25,898 shares; 2025Q2: 25,810 shares; 2025Q3: 25,777 shares; 2025Q4: 24,883 shares 24,883 $15.6M 0.96% -894 Timeline ICF 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: 285,913 shares; 2024Q4: 273,271 shares; 2025Q1: 254,275 shares; 2025Q2: 256,086 shares; 2025Q3: 253,930 shares; 2025Q4: 253,776 shares 253,776 $15.1M 0.93% -154 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: 146,219 shares; 2024Q4: 148,917 shares; 2025Q1: 148,965 shares; 2025Q2: 162,373 shares; 2025Q3: 151,127 shares; 2025Q4: 151,293 shares 151,293 $15.1M 0.93% +166 Timeline IBMP 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: 273,962 shares; 2024Q4: 297,290 shares; 2025Q1: 372,141 shares; 2025Q2: 424,215 shares; 2025Q3: 471,757 shares; 2025Q4: 537,643 shares 537,643 $13.7M 0.84% +65,886 Timeline IBMQ 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: 216,165 shares; 2024Q4: 235,060 shares; 2025Q1: 320,704 shares; 2025Q2: 375,752 shares; 2025Q3: 438,507 shares; 2025Q4: 518,402 shares 518,402 $13.3M 0.82% +79,895 Timeline IBMO 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: 315,909 shares; 2024Q4: 329,799 shares; 2025Q1: 366,493 shares; 2025Q2: 411,927 shares; 2025Q3: 464,080 shares; 2025Q4: 515,730 shares 515,730 $13.2M 0.81% +51,650 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: 44,733 shares; 2024Q4: 44,524 shares; 2025Q1: 44,433 shares; 2025Q2: 44,470 shares; 2025Q3: 44,357 shares; 2025Q4: 44,359 shares 44,359 $12.9M 0.79% +2 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,030 shares; 2024Q4: 113,636 shares; 2025Q1: 113,827 shares; 2025Q2: 112,844 shares; 2025Q3: 110,709 shares; 2025Q4: 110,305 shares 110,305 $12M 0.74% -404 Timeline AOA 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: 139,246 shares; 2024Q4: 137,655 shares; 2025Q1: 135,926 shares; 2025Q2: 134,824 shares; 2025Q3: 131,605 shares; 2025Q4: 124,824 shares 124,824 $11.2M 0.69% -6,781 Timeline IBHK 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: 67,940 shares; 2025Q2: 67,940 shares; 2025Q3: 316,062 shares; 2025Q4: 423,136 shares 423,136 $10.9M 0.67% +107,074 Timeline IBMR 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: 67,329 shares; 2025Q1: 112,413 shares; 2025Q2: 224,821 shares; 2025Q3: 260,666 shares; 2025Q4: 419,412 shares 419,412 $10.7M 0.66% +158,746 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: 50,558 shares; 2024Q4: 50,621 shares; 2025Q1: 47,934 shares; 2025Q2: 44,413 shares; 2025Q3: 44,269 shares; 2025Q4: 44,305 shares 44,305 $9.4M 0.58% +36 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: 28,246 shares; 2024Q4: 28,248 shares; 2025Q1: 28,652 shares; 2025Q2: 28,961 shares; 2025Q3: 26,536 shares; 2025Q4: 27,038 shares 27,038 $8.48M 0.52% +502 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: 15,131 shares; 2024Q4: 15,154 shares; 2025Q1: 16,007 shares; 2025Q2: 15,574 shares; 2025Q3: 16,934 shares; 2025Q4: 16,991 shares 16,991 $8.22M 0.51% +57 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: 86,690 shares; 2024Q4: 93,427 shares; 2025Q1: 93,371 shares; 2025Q2: 90,244 shares; 2025Q3: 90,830 shares; 2025Q4: 92,654 shares 92,654 $8.2M 0.5% +1,824 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,290 shares; 2024Q4: 31,693 shares; 2025Q1: 32,193 shares; 2025Q2: 32,045 shares; 2025Q3: 33,624 shares; 2025Q4: 33,624 shares 33,624 $7.76M 0.48% 0 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: 156,621 shares; 2024Q4: 140,704 shares; 2025Q1: 137,884 shares; 2025Q2: 141,046 shares; 2025Q3: 140,801 shares; 2025Q4: 139,261 shares 139,261 $7.49M 0.46% -1,540 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,774 shares; 2024Q4: 124,170 shares; 2025Q1: 119,268 shares; 2025Q2: 112,692 shares; 2025Q3: 112,066 shares; 2025Q4: 110,646 shares 110,646 $7.44M 0.46% -1,420 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 142,530 shares; 2025Q2: 192,654 shares; 2025Q3: 242,055 shares; 2025Q4: 273,864 shares 273,864 $6.41M 0.39% +31,809 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: 10,201 shares; 2024Q4: 10,201 shares; 2025Q1: 10,446 shares; 2025Q2: 10,946 shares; 2025Q3: 11,571 shares; 2025Q4: 12,571 shares 12,571 $6.32M 0.39% +1,000 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: 52,905 shares; 2024Q4: 52,905 shares; 2025Q1: 52,655 shares; 2025Q2: 52,655 shares; 2025Q3: 52,655 shares; 2025Q4: 52,655 shares 52,655 $5.81M 0.36% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,164 shares; 2024Q4: 109,143 shares; 2025Q1: 103,138 shares; 2025Q2: 101,169 shares; 2025Q3: 99,262 shares; 2025Q4: 98,248 shares 98,248 $5.38M 0.33% -1,014 Timeline IBMS 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: 18,680 shares; 2025Q2: 60,174 shares; 2025Q3: 110,333 shares; 2025Q4: 205,791 shares 205,791 $5.36M 0.33% +95,458 Timeline IBDV 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: 112,605 shares; 2025Q2: 214,281 shares; 2025Q3: 214,641 shares; 2025Q4: 239,343 shares 239,343 $5.28M 0.33% +24,702 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,765 shares; 2024Q4: 107,233 shares; 2025Q1: 105,168 shares; 2025Q2: 117,593 shares; 2025Q3: 117,593 shares; 2025Q4: 118,770 shares 118,770 $5.27M 0.32% +1,177 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,705 shares; 2024Q4: 64,367 shares; 2025Q1: 85,416 shares; 2025Q2: 153,710 shares; 2025Q3: 186,751 shares; 2025Q4: 206,658 shares 206,658 $5.26M 0.32% +19,907 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: 13,337 shares; 2024Q4: 13,340 shares; 2025Q1: 13,922 shares; 2025Q2: 13,690 shares; 2025Q3: 15,552 shares; 2025Q4: 15,932 shares 15,932 $4.99M 0.31% +380 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: 7,616 shares; 2024Q4: 7,650 shares; 2025Q1: 7,258 shares; 2025Q2: 7,274 shares; 2025Q3: 7,287 shares; 2025Q4: 7,299 shares 7,299 $4.98M 0.31% +12 Timeline AOR 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: 77,068 shares; 2024Q4: 77,369 shares; 2025Q1: 74,955 shares; 2025Q2: 74,103 shares; 2025Q3: 74,707 shares; 2025Q4: 72,654 shares 72,654 $4.72M 0.29% -2,053 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: 5,667 shares; 2024Q4: 5,614 shares; 2025Q1: 5,957 shares; 2025Q2: 5,957 shares; 2025Q3: 5,907 shares; 2025Q4: 6,638 shares 6,638 $4.38M 0.27% +731 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: 85,920 shares; 2024Q4: 86,700 shares; 2025Q1: 84,984 shares; 2025Q2: 74,517 shares; 2025Q3: 66,990 shares; 2025Q4: 65,830 shares 65,830 $4.34M 0.27% -1,160 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,457 shares; 2025Q4: 16,357 shares 16,357 $3.96M 0.24% -100 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: 6,748 shares; 2024Q4: 6,083 shares; 2025Q1: 6,180 shares; 2025Q2: 6,296 shares; 2025Q3: 6,296 shares; 2025Q4: 6,375 shares 6,375 $3.92M 0.24% +79 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,800 shares; 2024Q4: 1,800 shares; 2025Q1: 1,800 shares; 2025Q2: 1,800 shares; 2025Q3: 3,470 shares; 2025Q4: 3,470 shares 3,470 $3.73M 0.23% 0 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: 33,123 shares; 2024Q4: 33,160 shares; 2025Q1: 33,187 shares; 2025Q2: 33,210 shares; 2025Q3: 33,236 shares; 2025Q4: 33,265 shares 33,265 $3.55M 0.22% +29 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,978 shares; 2024Q4: 58,604 shares; 2025Q1: 52,918 shares; 2025Q2: 52,918 shares; 2025Q3: 52,918 shares; 2025Q4: 52,918 shares 52,918 $3.54M 0.22% 0 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: not reported; 2024Q4: 20,748 shares; 2025Q1: 9,391 shares; 2025Q2: 9,391 shares; 2025Q3: 9,391 shares; 2025Q4: 9,391 shares 9,391 $3.31M 0.2% 0 Timeline IBHL 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: 32,167 shares; 2025Q4: 119,920 shares 119,920 $3.09M 0.19% +87,753 Timeline GRC GORMAN RUPP CO More: the full row for GORMAN RUPP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,116 shares; 2024Q4: 61,116 shares; 2025Q1: 61,116 shares; 2025Q2: 61,116 shares; 2025Q3: 61,116 shares; 2025Q4: 61,116 shares 61,116 $2.92M 0.18% 0 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: 11,121 shares; 2024Q4: 11,621 shares; 2025Q1: 12,969 shares; 2025Q2: 12,737 shares; 2025Q3: 15,574 shares; 2025Q4: 15,569 shares 15,569 $2.9M 0.18% -5 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: 7,101 shares; 2024Q4: 6,726 shares; 2025Q1: 6,781 shares; 2025Q2: 6,781 shares; 2025Q3: 8,650 shares; 2025Q4: 8,738 shares 8,738 $2.82M 0.17% +88 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: 7,648 shares; 2024Q4: 7,650 shares; 2025Q1: 7,695 shares; 2025Q2: 7,698 shares; 2025Q3: 7,692 shares; 2025Q4: 7,906 shares 7,906 $2.72M 0.17% +214 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: 38,387 shares; 2024Q4: 38,403 shares; 2025Q1: 39,890 shares; 2025Q2: 38,897 shares; 2025Q3: 38,743 shares; 2025Q4: 38,886 shares 38,886 $2.72M 0.17% +143 Timeline IBMT 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: 15,640 shares; 2025Q4: 98,270 shares 98,270 $2.55M 0.16% +82,630 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: 23,525 shares; 2024Q4: 23,528 shares; 2025Q1: 31,461 shares; 2025Q2: 29,269 shares; 2025Q3: 28,396 shares; 2025Q4: 27,818 shares 27,818 $2.43M 0.15% -578 Timeline QUS 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: 12,219 shares; 2024Q4: 12,305 shares; 2025Q1: 12,305 shares; 2025Q2: 12,367 shares; 2025Q3: 12,367 shares; 2025Q4: 12,449 shares 12,449 $2.17M 0.13% +82 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: 552 shares; 2024Q4: 553 shares; 2025Q1: 1,358 shares; 2025Q2: 2,864 shares; 2025Q3: 2,864 shares; 2025Q4: 2,865 shares 2,865 $2.16M 0.13% +1 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: 7,268 shares; 2024Q4: 7,263 shares; 2025Q1: 7,263 shares; 2025Q2: 7,263 shares; 2025Q3: 10,469 shares; 2025Q4: 10,969 shares 10,969 $2.14M 0.13% +500 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: not reported; 2024Q4: 994 shares; 2025Q1: 1,494 shares; 2025Q2: 1,494 shares; 2025Q3: 5,354 shares; 2025Q4: 5,471 shares 5,471 $1.89M 0.12% +117 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: 27,124 shares; 2024Q4: 81,375 shares; 2025Q1: 80,995 shares; 2025Q2: 79,388 shares; 2025Q3: 70,093 shares; 2025Q4: 70,093 shares 70,093 $1.89M 0.12% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,036 shares; 2024Q4: 1,036 shares; 2025Q1: 1,036 shares; 2025Q2: 1,036 shares; 2025Q3: 3,159 shares; 2025Q4: 3,159 shares 3,159 $1.81M 0.11% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,736 shares; 2024Q4: 1,736 shares; 2025Q1: 1,736 shares; 2025Q2: 1,736 shares; 2025Q3: 3,141 shares; 2025Q4: 3,141 shares 3,141 $1.79M 0.11% 0 Timeline PNFP PINNACLE FINANCIAL PARTNERS More: the full row for PINNACLE FINANCIAL PARTNERS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,568 shares; 2024Q4: 15,571 shares; 2025Q1: 17,141 shares; 2025Q2: 18,146 shares; 2025Q3: 19,123 shares; 2025Q4: 18,463 shares 18,463 $1.76M 0.11% -660 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: 1,631 shares; 2024Q4: 1,481 shares; 2025Q1: 1,481 shares; 2025Q2: 1,481 shares; 2025Q3: 2,031 shares; 2025Q4: 2,041 shares 2,041 $1.76M 0.11% +10 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: 20,608 shares; 2024Q4: 18,107 shares; 2025Q1: 18,157 shares; 2025Q2: 18,172 shares; 2025Q3: 14,146 shares; 2025Q4: 14,406 shares 14,406 $1.73M 0.11% +260 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 81,724 shares; 2025Q3: 81,785 shares; 2025Q4: 81,867 shares 81,867 $1.73M 0.11% +82 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,193 shares; 2024Q4: 16,168 shares; 2025Q1: 16,551 shares; 2025Q2: 16,076 shares; 2025Q3: 11,543 shares; 2025Q4: 12,054 shares 12,054 $1.7M 0.1% +511 Timeline SPYM 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: 26,764 shares; 2024Q4: 29,309 shares; 2025Q1: 32,769 shares; 2025Q2: 21,036 shares; 2025Q3: 21,138 shares; 2025Q4: 21,145 shares 21,145 $1.7M 0.1% +7 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: 5,306 shares; 2024Q4: 5,316 shares; 2025Q1: 5,325 shares; 2025Q2: 5,334 shares; 2025Q3: 6,178 shares; 2025Q4: 5,718 shares 5,718 $1.69M 0.1% -460 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: 22,875 shares; 2024Q4: 68,630 shares; 2025Q1: 62,929 shares; 2025Q2: 62,929 shares; 2025Q3: 58,923 shares; 2025Q4: 58,923 shares 58,923 $1.6M 0.1% 0 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: 4,570 shares; 2024Q4: 4,570 shares; 2025Q1: 4,694 shares; 2025Q2: 4,695 shares; 2025Q3: 4,820 shares; 2025Q4: 4,820 shares 4,820 $1.48M 0.09% 0 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: 5,691 shares; 2024Q4: 5,691 shares; 2025Q1: 5,691 shares; 2025Q2: 5,691 shares; 2025Q3: 8,441 shares; 2025Q4: 6,911 shares 6,911 $1.48M 0.09% -1,530 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,771 shares; 2024Q4: 12,771 shares; 2025Q1: 12,772 shares; 2025Q2: 12,772 shares; 2025Q3: 12,722 shares; 2025Q4: 12,721 shares 12,721 $1.45M 0.09% -1 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: 8,950 shares; 2024Q4: 8,950 shares; 2025Q1: 8,950 shares; 2025Q2: 8,950 shares; 2025Q3: 8,950 shares; 2025Q4: 8,950 shares 8,950 $1.44M 0.09% 0 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: 5,855 shares; 2024Q4: 6,766 shares; 2025Q1: 7,630 shares; 2025Q2: 7,171 shares; 2025Q3: 6,796 shares; 2025Q4: 6,938 shares 6,938 $1.44M 0.09% +142 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: 9,655 shares; 2024Q4: 9,657 shares; 2025Q1: 9,659 shares; 2025Q2: 9,661 shares; 2025Q3: 9,493 shares; 2025Q4: 9,265 shares 9,265 $1.43M 0.09% -228 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: 14,474 shares; 2024Q4: 14,483 shares; 2025Q1: 14,489 shares; 2025Q2: 14,495 shares; 2025Q3: 14,502 shares; 2025Q4: 14,511 shares 14,511 $1.41M 0.09% +9 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: 2,895 shares; 2024Q4: 2,896 shares; 2025Q1: 3,072 shares; 2025Q2: 3,072 shares; 2025Q3: 5,845 shares; 2025Q4: 5,906 shares 5,906 $1.35M 0.08% +61 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: 4,047 shares; 2024Q4: 3,699 shares; 2025Q1: 3,811 shares; 2025Q2: 3,813 shares; 2025Q3: 7,240 shares; 2025Q4: 7,241 shares 7,241 $1.33M 0.08% +1 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: 2,925 shares; 2024Q4: 2,925 shares; 2025Q1: 3,245 shares; 2025Q2: 3,245 shares; 2025Q3: 3,692 shares; 2025Q4: 3,747 shares 3,747 $1.31M 0.08% +55 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 43,495 shares; 2025Q3: 43,495 shares; 2025Q4: 49,145 shares 49,145 $1.25M 0.08% +5,650 Timeline DFUV 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: 26,425 shares; 2024Q4: 26,473 shares; 2025Q1: 26,518 shares; 2025Q2: 25,330 shares; 2025Q3: 26,290 shares; 2025Q4: 26,330 shares 26,330 $1.23M 0.08% +40 Timeline EUSA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,400 shares; 2025Q3: 8,400 shares; 2025Q4: 11,287 shares 11,287 $1.17M 0.07% +2,887 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,979 shares; 2025Q4: 9,979 shares 9,979 $1.16M 0.07% 0 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,300 shares; 2025Q1: 24,985 shares; 2025Q2: 24,985 shares; 2025Q3: 24,985 shares; 2025Q4: 39,418 shares 39,418 $1.15M 0.07% +14,433 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: 21,588 shares; 2024Q4: 21,383 shares; 2025Q1: 17,393 shares; 2025Q2: 17,446 shares; 2025Q3: 22,782 shares; 2025Q4: 20,557 shares 20,557 $1.13M 0.07% -2,225 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: 13,370 shares; 2024Q4: 13,525 shares; 2025Q1: 13,995 shares; 2025Q2: 21,530 shares; 2025Q3: 21,610 shares; 2025Q4: 22,631 shares 22,631 $1.12M 0.07% +1,021 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: 6,797 shares; 2024Q4: 6,797 shares; 2025Q1: 6,797 shares; 2025Q2: 7,131 shares; 2025Q3: 11,626 shares; 2025Q4: 11,727 shares 11,727 $1.09M 0.07% +101 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: 8,483 shares; 2024Q4: 9,233 shares; 2025Q1: 9,233 shares; 2025Q2: 9,234 shares; 2025Q3: 9,234 shares; 2025Q4: 9,464 shares 9,464 $1.05M 0.06% +230 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares 2,500 $1.05M 0.06% 0 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,000 shares; 2025Q4: 15,000 shares 15,000 $1.04M 0.06% 0 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: 4,354 shares; 2024Q4: 4,854 shares; 2025Q1: 4,715 shares; 2025Q2: 4,715 shares; 2025Q3: 4,715 shares; 2025Q4: 4,715 shares 4,715 $1.02M 0.06% 0 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,745 shares; 2024Q4: 7,745 shares; 2025Q1: 7,745 shares; 2025Q2: 12,655 shares; 2025Q3: 12,655 shares; 2025Q4: 12,655 shares 12,655 $965K 0.06% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,028 shares; 2024Q4: 2,051 shares; 2025Q1: 2,038 shares; 2025Q2: 2,038 shares; 2025Q3: 2,038 shares; 2025Q4: 2,038 shares 2,038 $965K 0.06% 0 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,926 shares; 2024Q4: 2,892 shares; 2025Q1: 2,894 shares; 2025Q2: 2,894 shares; 2025Q3: 2,895 shares; 2025Q4: 2,865 shares 2,865 $960K 0.06% -30 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,160 shares; 2025Q1: 4,328 shares; 2025Q2: 4,328 shares; 2025Q3: 4,328 shares; 2025Q4: 4,328 shares 4,328 $949K 0.06% 0 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: 8,886 shares; 2024Q4: 8,786 shares; 2025Q1: 8,786 shares; 2025Q2: 8,786 shares; 2025Q3: 9,060 shares; 2025Q4: 8,940 shares 8,940 $941K 0.06% -120 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,776 shares; 2024Q4: 6,790 shares; 2025Q1: 3,246 shares; 2025Q2: 3,246 shares; 2025Q3: 3,246 shares; 2025Q4: 3,246 shares 3,246 $926K 0.06% 0 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: 11,656 shares; 2024Q4: 12,162 shares; 2025Q1: 12,126 shares; 2025Q2: 12,132 shares; 2025Q3: 12,136 shares; 2025Q4: 11,939 shares 11,939 $920K 0.06% -197 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: 5,642 shares; 2024Q4: 5,842 shares; 2025Q1: 5,983 shares; 2025Q2: 5,983 shares; 2025Q3: 5,968 shares; 2025Q4: 5,981 shares 5,981 $912K 0.06% +13 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: 1,989 shares; 2024Q4: 1,827 shares; 2025Q1: 1,789 shares; 2025Q2: 1,778 shares; 2025Q3: 2,019 shares; 2025Q4: 2,019 shares 2,019 $908K 0.06% 0 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: 8,122 shares; 2024Q4: 8,122 shares; 2025Q1: 8,122 shares; 2025Q2: 8,122 shares; 2025Q3: 11,622 shares; 2025Q4: 5,687 shares 5,687 $880K 0.05% -5,935 Timeline FDEC 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,748 shares; 2025Q4: 16,748 shares 16,748 $857K 0.05% 0 Timeline SMBK SMARTFINANCIAL INC More: the full row for SMARTFINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,298 shares; 2024Q4: 44,298 shares; 2025Q1: 43,865 shares; 2025Q2: 43,865 shares; 2025Q3: 43,865 shares; 2025Q4: 23,048 shares 23,048 $853K 0.05% -20,817 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: 3,678 shares; 2024Q4: 3,670 shares; 2025Q1: 3,621 shares; 2025Q2: 3,888 shares; 2025Q3: 3,651 shares; 2025Q4: 3,661 shares 3,661 $805K 0.05% +10 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,281 shares; 2024Q4: 13,367 shares; 2025Q1: 13,412 shares; 2025Q2: 13,475 shares; 2025Q3: 13,535 shares; 2025Q4: 13,607 shares 13,607 $773K 0.05% +72 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 875 shares; 2025Q4: 875 shares 875 $769K 0.05% 0 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: 1,139 shares; 2024Q4: 1,139 shares; 2025Q1: 1,168 shares; 2025Q2: 1,167 shares; 2025Q3: 1,167 shares; 2025Q4: 1,167 shares 1,167 $763K 0.05% 0 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,327 shares; 2024Q4: 18,517 shares; 2025Q1: 18,702 shares; 2025Q2: 18,914 shares; 2025Q3: 27,703 shares; 2025Q4: 27,890 shares 27,890 $756K 0.05% +187 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: 19,867 shares; 2024Q4: 19,867 shares; 2025Q1: 19,697 shares; 2025Q2: 19,697 shares; 2025Q3: 16,321 shares; 2025Q4: 16,321 shares 16,321 $738K 0.05% 0 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: 3,302 shares; 2024Q4: 3,302 shares; 2025Q1: 3,302 shares; 2025Q2: 3,302 shares; 2025Q3: 3,302 shares; 2025Q4: 3,302 shares 3,302 $689K 0.04% 0 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: 13,326 shares; 2024Q4: 26,652 shares; 2025Q1: 21,854 shares; 2025Q2: 21,854 shares; 2025Q3: 21,854 shares; 2025Q4: 21,854 shares 21,854 $689K 0.04% 0 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,548 shares 4,548 $655K 0.04% new Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,612 shares; 2024Q4: 2,613 shares; 2025Q1: 2,728 shares; 2025Q2: 2,728 shares; 2025Q3: 5,203 shares; 2025Q4: 5,204 shares 5,204 $652K 0.04% +1 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,530 shares; 2024Q4: 8,538 shares; 2025Q1: 8,538 shares; 2025Q2: 11,705 shares; 2025Q3: 13,580 shares; 2025Q4: 13,589 shares 13,589 $636K 0.04% +9 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: 1,294 shares; 2024Q4: 1,294 shares; 2025Q1: 1,294 shares; 2025Q2: 1,295 shares; 2025Q3: 1,295 shares; 2025Q4: 1,296 shares 1,296 $623K 0.04% +1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,851 shares; 2025Q4: 1,911 shares 1,911 $609K 0.04% +60 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: 5,807 shares; 2024Q4: 6,065 shares; 2025Q1: 6,590 shares; 2025Q2: 6,593 shares; 2025Q3: 6,559 shares; 2025Q4: 6,471 shares 6,471 $606K 0.04% -88 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,190 shares; 2025Q3: 7,190 shares; 2025Q4: 7,190 shares 7,190 $602K 0.04% 0 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: 3,042 shares; 2025Q4: 3,292 shares 3,292 $585K 0.04% +250 Timeline IBDY 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: 15,310 shares; 2025Q3: 15,310 shares; 2025Q4: 21,370 shares 21,370 $559K 0.03% +6,060 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: 3,938 shares; 2024Q4: 3,938 shares; 2025Q1: 3,960 shares; 2025Q2: 3,892 shares; 2025Q3: 3,851 shares; 2025Q4: 3,828 shares 3,828 $549K 0.03% -23 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,524 shares; 2025Q1: 10,551 shares; 2025Q2: 16,480 shares; 2025Q3: 16,569 shares; 2025Q4: 24,293 shares 24,293 $543K 0.03% +7,724 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: 8,255 shares; 2024Q4: 7,671 shares; 2025Q1: 7,397 shares; 2025Q2: 7,415 shares; 2025Q3: 7,043 shares; 2025Q4: 6,875 shares 6,875 $542K 0.03% -168 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: 13,560 shares; 2024Q4: 26,678 shares; 2025Q1: 26,496 shares; 2025Q2: 26,496 shares; 2025Q3: 22,484 shares; 2025Q4: 22,484 shares 22,484 $541K 0.03% 0 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,892 shares; 2024Q4: 1,892 shares; 2025Q1: 1,892 shares; 2025Q2: 1,892 shares; 2025Q3: 1,892 shares; 2025Q4: 1,969 shares 1,969 $534K 0.03% +77 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,813 shares; 2024Q4: 18,927 shares; 2025Q1: 17,347 shares; 2025Q2: 17,360 shares; 2025Q3: 15,775 shares; 2025Q4: 13,397 shares 13,397 $529K 0.03% -2,378 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: 6,414 shares; 2024Q4: 6,404 shares; 2025Q1: 6,404 shares; 2025Q2: 6,404 shares; 2025Q3: 6,404 shares; 2025Q4: 6,404 shares 6,404 $521K 0.03% 0 Timeline DFAT 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: 8,494 shares; 2024Q4: 8,513 shares; 2025Q1: 8,528 shares; 2025Q2: 8,550 shares; 2025Q3: 8,573 shares; 2025Q4: 8,593 shares 8,593 $512K 0.03% +20 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,750 shares; 2025Q4: 1,750 shares 1,750 $508K 0.03% 0 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,556 shares; 2024Q4: 3,556 shares; 2025Q1: 3,556 shares; 2025Q2: 3,556 shares; 2025Q3: 3,556 shares; 2025Q4: 7,112 shares 7,112 $501K 0.03% +3,556 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: 1,083 shares; 2024Q4: 1,083 shares; 2025Q1: 1,083 shares; 2025Q2: 1,083 shares; 2025Q3: 1,048 shares; 2025Q4: 1,048 shares 1,048 $492K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,764 shares; 2025Q4: 2,764 shares 2,764 $491K 0.03% 0 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,267 shares; 2024Q4: 4,267 shares; 2025Q1: 4,267 shares; 2025Q2: 4,267 shares; 2025Q3: 4,267 shares; 2025Q4: 4,267 shares 4,267 $477K 0.03% 0 Timeline SCHA 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: 9,973 shares; 2024Q4: 19,951 shares; 2025Q1: 19,766 shares; 2025Q2: 19,766 shares; 2025Q3: 16,070 shares; 2025Q4: 16,070 shares 16,070 $458K 0.03% 0 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: 4,388 shares; 2024Q4: 4,388 shares; 2025Q1: 4,388 shares; 2025Q2: 4,388 shares; 2025Q3: 4,388 shares; 2025Q4: 4,388 shares 4,388 $438K 0.03% 0 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: 5,297 shares; 2024Q4: 5,298 shares; 2025Q1: 5,299 shares; 2025Q2: 5,299 shares; 2025Q3: 5,218 shares; 2025Q4: 5,432 shares 5,432 $436K 0.03% +214 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares 1,500 $428K 0.03% 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: 7,898 shares; 2024Q4: 7,925 shares; 2025Q1: 7,950 shares; 2025Q2: 7,984 shares; 2025Q3: 8,011 shares; 2025Q4: 8,011 shares 8,011 $427K 0.03% 0 Timeline CSWC CAPITAL SOUTHWEST CORP More: the full row for CAPITAL SOUTHWEST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,250 shares; 2024Q4: 18,250 shares; 2025Q1: 18,250 shares; 2025Q2: 18,250 shares; 2025Q3: 18,250 shares; 2025Q4: 18,250 shares 18,250 $404K 0.02% 0 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,600 shares; 2024Q4: 6,600 shares; 2025Q1: 6,624 shares; 2025Q2: 6,630 shares; 2025Q3: 6,630 shares; 2025Q4: 6,636 shares 6,636 $401K 0.02% +6 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: 8,098 shares; 2024Q4: 8,415 shares; 2025Q1: 8,098 shares; 2025Q2: 8,098 shares; 2025Q3: 8,098 shares; 2025Q4: 8,098 shares 8,098 $399K 0.02% 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: 8,004 shares; 2024Q4: 7,885 shares; 2025Q1: 7,880 shares; 2025Q2: 6,980 shares; 2025Q3: 7,358 shares; 2025Q4: 7,358 shares 7,358 $397K 0.02% 0 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,930 shares; 2025Q3: 9,930 shares; 2025Q4: 17,510 shares 17,510 $393K 0.02% +7,580 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,230 shares; 2024Q4: 5,230 shares; 2025Q1: 5,230 shares; 2025Q2: 5,230 shares; 2025Q3: 5,230 shares; 2025Q4: 5,205 shares 5,205 $391K 0.02% -25 Timeline QVAL EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,000 shares; 2024Q4: 8,000 shares; 2025Q1: 8,000 shares; 2025Q2: 8,000 shares; 2025Q3: 8,000 shares; 2025Q4: 8,000 shares 8,000 $390K 0.02% 0 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: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $389K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,109 shares; 2025Q4: 2,109 shares 2,109 $388K 0.02% 0 Timeline IBDZ 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: 14,600 shares; 2025Q3: 14,600 shares; 2025Q4: 14,600 shares 14,600 $385K 0.02% 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: 2,254 shares; 2024Q4: 2,254 shares; 2025Q1: 2,254 shares; 2025Q2: 2,254 shares; 2025Q3: 2,254 shares; 2025Q4: 2,254 shares 2,254 $384K 0.02% 0 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,996 shares; 2024Q4: 2,996 shares; 2025Q1: 2,996 shares; 2025Q2: 2,996 shares; 2025Q3: 2,247 shares; 2025Q4: 2,269 shares 2,269 $380K 0.02% +22 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: 647 shares; 2024Q4: 612 shares; 2025Q1: 612 shares; 2025Q2: 869 shares; 2025Q3: 1,119 shares; 2025Q4: 1,139 shares 1,139 $376K 0.02% +20 Timeline QQQM 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: 1,316 shares; 2024Q4: 1,483 shares; 2025Q1: 1,483 shares; 2025Q2: 1,483 shares; 2025Q3: 1,483 shares; 2025Q4: 1,483 shares 1,483 $375K 0.02% 0 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,000 shares; 2024Q4: 8,000 shares; 2025Q1: 8,000 shares; 2025Q2: 8,000 shares; 2025Q3: 8,000 shares; 2025Q4: 8,000 shares 8,000 $374K 0.02% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,807 shares; 2024Q4: 3,810 shares; 2025Q1: 3,812 shares; 2025Q2: 2,139 shares; 2025Q3: 2,141 shares; 2025Q4: 2,318 shares 2,318 $372K 0.02% +177 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: 2,648 shares; 2024Q4: 2,651 shares; 2025Q1: 2,653 shares; 2025Q2: 2,655 shares; 2025Q3: 2,657 shares; 2025Q4: 2,659 shares 2,659 $370K 0.02% +2 Timeline CHCO CITY HLDG CO More: the full row for CITY HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares 3,000 $358K 0.02% 0 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: 430 shares; 2024Q4: 430 shares; 2025Q1: 430 shares; 2025Q2: 430 shares; 2025Q3: 430 shares; 2025Q4: 430 shares 430 $353K 0.02% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,608 shares; 2024Q4: 3,608 shares; 2025Q1: 3,608 shares; 2025Q2: 3,658 shares; 2025Q3: 3,658 shares; 2025Q4: 3,649 shares 3,649 $351K 0.02% -9 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 510 shares; 2025Q1: 510 shares; 2025Q2: 510 shares; 2025Q3: 1,250 shares; 2025Q4: 751 shares 751 $350K 0.02% -499 Timeline IBTG 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: 9,070 shares; 2025Q3: 9,070 shares; 2025Q4: 15,190 shares 15,190 $347K 0.02% +6,120 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: 13,858 shares; 2024Q4: 14,758 shares; 2025Q1: 15,041 shares; 2025Q2: 15,041 shares; 2025Q3: 14,205 shares; 2025Q4: 13,922 shares 13,922 $347K 0.02% -283 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: 23,481 shares; 2024Q4: 22,916 shares; 2025Q1: 22,916 shares; 2025Q2: 16,087 shares; 2025Q3: 12,142 shares; 2025Q4: 11,006 shares 11,006 $341K 0.02% -1,136 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,638 shares; 2025Q4: 1,638 shares 1,638 $337K 0.02% 0 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: 1,789 shares; 2024Q4: 1,794 shares; 2025Q1: 1,796 shares; 2025Q2: 1,801 shares; 2025Q3: 1,084 shares; 2025Q4: 1,085 shares 1,085 $332K 0.02% +1 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: 4,307 shares; 2025Q4: 4,307 shares 4,307 $325K 0.02% 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: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares 5,000 $324K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: 815 shares; 2025Q2: 815 shares; 2025Q3: 815 shares; 2025Q4: 815 shares 815 $323K 0.02% 0 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: 1,094 shares; 2024Q4: 1,094 shares; 2025Q1: 1,236 shares; 2025Q2: 1,236 shares; 2025Q3: 2,061 shares; 2025Q4: 1,654 shares 1,654 $323K 0.02% -407 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: 1,554 shares; 2024Q4: 2,154 shares; 2025Q1: 2,328 shares; 2025Q2: 2,328 shares; 2025Q3: 2,318 shares; 2025Q4: 2,250 shares 2,250 $322K 0.02% -68 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: 2,384 shares; 2024Q4: 2,385 shares; 2025Q1: 2,488 shares; 2025Q2: 2,489 shares; 2025Q3: 2,473 shares; 2025Q4: 2,474 shares 2,474 $319K 0.02% +1 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: 10,248 shares; 2024Q4: not reported; 2025Q1: 9,604 shares; 2025Q2: 9,604 shares; 2025Q3: 8,604 shares; 2025Q4: 8,571 shares 8,571 $316K 0.02% -33 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,240 shares; 2024Q4: 3,241 shares; 2025Q1: 3,242 shares; 2025Q2: 3,243 shares; 2025Q3: 4,235 shares; 2025Q4: 2,695 shares 2,695 $316K 0.02% -1,540 Timeline FNDE 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: 8,735 shares; 2024Q4: 8,735 shares; 2025Q1: 8,735 shares; 2025Q2: 8,735 shares; 2025Q3: 8,735 shares; 2025Q4: 8,735 shares 8,735 $315K 0.02% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,593 shares; 2024Q4: 1,593 shares; 2025Q1: 1,593 shares; 2025Q2: 1,593 shares; 2025Q3: 1,593 shares; 2025Q4: 1,090 shares 1,090 $315K 0.02% -503 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,878 shares; 2025Q2: 3,878 shares; 2025Q3: 3,878 shares; 2025Q4: 3,878 shares 3,878 $315K 0.02% 0 Timeline FNDC 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: 7,061 shares; 2024Q4: 7,061 shares; 2025Q1: 7,061 shares; 2025Q2: 7,061 shares; 2025Q3: 7,061 shares; 2025Q4: 7,061 shares 7,061 $315K 0.02% 0 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,366 shares; 2024Q4: 1,366 shares; 2025Q1: 1,366 shares; 2025Q2: 1,366 shares; 2025Q3: 1,366 shares; 2025Q4: 2,634 shares 2,634 $315K 0.02% +1,268 Timeline FBK FB FINL CORP More: the full row for FB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,265 shares; 2025Q1: not reported; 2025Q2: 5,600 shares; 2025Q3: 5,605 shares; 2025Q4: 5,609 shares 5,609 $313K 0.02% +4 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $312K 0.02% 0 Timeline SLYG 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: 3,280 shares; 2024Q4: 3,288 shares; 2025Q1: 3,293 shares; 2025Q2: 3,299 shares; 2025Q3: 3,304 shares; 2025Q4: 3,306 shares 3,306 $311K 0.02% +2 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED 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: 11,930 shares; 2025Q2: 11,930 shares; 2025Q3: 11,930 shares; 2025Q4: 11,930 shares 11,930 $293K 0.02% 0 Timeline MSTR STRATEGY INC More: the full row for STRATEGY 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: 1,891 shares; 2025Q4: 1,840 shares 1,840 $280K 0.02% -51 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: 11,563 shares; 2024Q4: 11,782 shares; 2025Q1: 10,921 shares; 2025Q2: 10,924 shares; 2025Q3: 10,915 shares; 2025Q4: 11,226 shares 11,226 $279K 0.02% +311 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: 750 shares; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 750 shares 750 $277K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,200 shares; 2025Q4: 1,700 shares 1,700 $277K 0.02% -500 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: 1,000 shares; 2025Q4: 1,000 shares 1,000 $275K 0.02% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,646 shares; 2024Q4: 1,566 shares; 2025Q1: 1,066 shares; 2025Q2: 1,066 shares; 2025Q3: 1,028 shares; 2025Q4: 1,028 shares 1,028 $272K 0.02% 0 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: 1,050 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,050 shares; 2025Q4: 1,050 shares 1,050 $270K 0.02% 0 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: not reported; 2024Q4: 497 shares; 2025Q1: not reported; 2025Q2: 541 shares; 2025Q3: 541 shares; 2025Q4: 541 shares 541 $264K 0.02% 0 Timeline IIIV I3 VERTICALS INC More: the full row for I3 VERTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,700 shares; 2024Q4: 10,700 shares; 2025Q1: 10,450 shares; 2025Q2: 10,450 shares; 2025Q3: 10,450 shares; 2025Q4: 10,450 shares 10,450 $263K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 325 shares; 2025Q4: 325 shares 325 $263K 0.02% 0 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,422 shares; 2025Q1: 6,440 shares; 2025Q2: 6,458 shares; 2025Q3: 6,336 shares; 2025Q4: 6,336 shares 6,336 $262K 0.02% 0 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,295 shares; 2024Q4: 2,295 shares; 2025Q1: 2,296 shares; 2025Q2: 2,296 shares; 2025Q3: 2,296 shares; 2025Q4: 2,297 shares 2,297 $259K 0.02% +1 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,995 shares; 2025Q4: 3,995 shares 3,995 $259K 0.02% 0 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,007 shares; 2025Q1: 7,896 shares; 2025Q2: 7,924 shares; 2025Q3: 7,924 shares; 2025Q4: 7,961 shares 7,961 $255K 0.02% +37 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,676 shares 5,676 $243K 0.01% new Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,364 shares; 2025Q1: not reported; 2025Q2: 3,364 shares; 2025Q3: 3,364 shares; 2025Q4: 3,364 shares 3,364 $241K 0.01% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,228 shares; 2024Q4: 4,228 shares; 2025Q1: 4,228 shares; 2025Q2: 4,228 shares; 2025Q3: 3,587 shares; 2025Q4: 3,587 shares 3,587 $240K 0.01% 0 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: 5,190 shares; 2024Q4: 5,606 shares; 2025Q1: 5,606 shares; 2025Q2: 5,606 shares; 2025Q3: 5,300 shares; 2025Q4: 5,877 shares 5,877 $239K 0.01% +577 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 697 shares; 2025Q1: not reported; 2025Q2: 697 shares; 2025Q3: 697 shares; 2025Q4: 697 shares 697 $239K 0.01% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,338 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,338 shares; 2025Q3: 1,338 shares; 2025Q4: 1,409 shares 1,409 $229K 0.01% +71 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: not reported; 2024Q4: not reported; 2025Q1: 13,346 shares; 2025Q2: 13,418 shares; 2025Q3: 13,494 shares; 2025Q4: 13,776 shares 13,776 $227K 0.01% +282 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,464 shares 1,464 $225K 0.01% new Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 500 shares; 2025Q4: 501 shares 501 $223K 0.01% +1 Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares 5,000 $218K 0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,950 shares; 2025Q4: 4,250 shares 4,250 $216K 0.01% -3,700 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: 1,241 shares; 2024Q4: 1,241 shares; 2025Q1: 1,241 shares; 2025Q2: 1,241 shares; 2025Q3: 1,241 shares; 2025Q4: 1,241 shares 1,241 $215K 0.01% 0 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,592 shares 1,592 $215K 0.01% new Timeline CFO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,872 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,872 shares; 2025Q3: 2,872 shares; 2025Q4: 2,872 shares 2,872 $212K 0.01% 0 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,518 shares 2,518 $207K 0.01% new Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,133 shares; 2024Q4: 2,133 shares; 2025Q1: 2,133 shares; 2025Q2: 2,133 shares; 2025Q3: not reported; 2025Q4: 2,133 shares 2,133 $206K 0.01% new Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,500 shares; 2024Q4: 3,500 shares; 2025Q1: 3,500 shares; 2025Q2: 3,500 shares; 2025Q3: 3,500 shares; 2025Q4: 3,500 shares 3,500 $204K 0.01% 0 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: 12,986 shares; 2024Q4: 13,049 shares; 2025Q1: 13,701 shares; 2025Q2: 13,273 shares; 2025Q3: 11,798 shares; 2025Q4: 11,856 shares 11,856 $156K 0.01% +58 Timeline