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: 1,052,425 shares; 2024Q4: 1,032,620 shares; 2025Q1: 1,015,400 shares; 2025Q2: 1,014,359 shares; 2025Q3: 948,008 shares; 2025Q4: 899,493 shares 899,493 $168M 6.98% -48,515 Timeline MGC 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: 455,028 shares; 2024Q4: 470,036 shares; 2025Q1: 480,962 shares; 2025Q2: 494,163 shares; 2025Q3: 501,734 shares; 2025Q4: 500,553 shares 500,553 $126M 5.23% -1,181 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: 259,265 shares; 2024Q4: 257,090 shares; 2025Q1: 257,269 shares; 2025Q2: 256,329 shares; 2025Q3: 242,037 shares; 2025Q4: 237,734 shares 237,734 $64.6M 2.69% -4,303 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: 172,560 shares; 2024Q4: 175,807 shares; 2025Q1: 182,101 shares; 2025Q2: 184,840 shares; 2025Q3: 190,774 shares; 2025Q4: 191,992 shares 191,992 $55.7M 2.32% +1,218 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,513 shares; 2024Q4: 115,811 shares; 2025Q1: 119,371 shares; 2025Q2: 119,538 shares; 2025Q3: 121,543 shares; 2025Q4: 122,434 shares 122,434 $50.5M 2.1% +891 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: 91,242 shares; 2024Q4: 93,141 shares; 2025Q1: 93,837 shares; 2025Q2: 93,809 shares; 2025Q3: 91,276 shares; 2025Q4: 89,044 shares 89,044 $43.1M 1.79% -2,232 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: 56,482 shares; 2024Q4: 58,146 shares; 2025Q1: 59,460 shares; 2025Q2: 62,691 shares; 2025Q3: 62,786 shares; 2025Q4: 64,392 shares 64,392 $40.4M 1.68% +1,606 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: 515,689 shares; 2024Q4: 525,857 shares; 2025Q1: 539,171 shares; 2025Q2: 551,560 shares; 2025Q3: 560,704 shares; 2025Q4: 559,880 shares 559,880 $35M 1.46% -824 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,463 shares; 2024Q4: 107,312 shares; 2025Q1: 106,987 shares; 2025Q2: 104,807 shares; 2025Q3: 104,314 shares; 2025Q4: 104,094 shares 104,094 $32.8M 1.36% -220 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: 670,733 shares; 2024Q4: 660,247 shares; 2025Q1: 677,086 shares; 2025Q2: 681,707 shares; 2025Q3: 686,193 shares; 2025Q4: 701,768 shares 701,768 $31.7M 1.32% +15,575 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 462,524 shares; 2024Q4: 1,078,008 shares; 2025Q1: 1,138,258 shares; 2025Q2: 1,177,227 shares; 2025Q3: 1,236,117 shares; 2025Q4: 1,284,869 shares 1,284,869 $31.3M 1.3% +48,752 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: 100,703 shares; 2024Q4: 95,020 shares; 2025Q1: 98,777 shares; 2025Q2: 98,445 shares; 2025Q3: 97,543 shares; 2025Q4: 96,831 shares 96,831 $30.4M 1.26% -712 Timeline IGSB 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: 351,511 shares; 2024Q4: 425,164 shares; 2025Q1: 459,636 shares; 2025Q2: 499,781 shares; 2025Q3: 515,922 shares; 2025Q4: 552,128 shares 552,128 $29.2M 1.21% +36,206 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: 92,995 shares; 2024Q4: 93,903 shares; 2025Q1: 93,083 shares; 2025Q2: 94,921 shares; 2025Q3: 90,857 shares; 2025Q4: 90,379 shares 90,379 $29.1M 1.21% -478 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,148 shares; 2024Q4: 115,665 shares; 2025Q1: 118,154 shares; 2025Q2: 116,307 shares; 2025Q3: 113,081 shares; 2025Q4: 111,104 shares 111,104 $28.7M 1.19% -1,977 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: 566,738 shares; 2024Q4: 1,108,855 shares; 2025Q1: 1,097,523 shares; 2025Q2: 1,101,763 shares; 2025Q3: 1,082,043 shares; 2025Q4: 1,084,813 shares 1,084,813 $26.1M 1.09% +2,770 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: 196,854 shares; 2024Q4: 203,301 shares; 2025Q1: 233,026 shares; 2025Q2: 240,586 shares; 2025Q3: 287,171 shares; 2025Q4: 305,124 shares 305,124 $24.8M 1.03% +17,953 Timeline MGV 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: 135,705 shares; 2024Q4: 147,063 shares; 2025Q1: 159,091 shares; 2025Q2: 163,716 shares; 2025Q3: 169,269 shares; 2025Q4: 168,967 shares 168,967 $23.9M 0.99% -302 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: 85,148 shares; 2024Q4: 88,942 shares; 2025Q1: 92,883 shares; 2025Q2: 97,175 shares; 2025Q3: 99,421 shares; 2025Q4: 100,016 shares 100,016 $23.1M 0.96% +595 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: 36,530 shares; 2024Q4: 36,519 shares; 2025Q1: 35,723 shares; 2025Q2: 35,761 shares; 2025Q3: 32,282 shares; 2025Q4: 32,054 shares 32,054 $21.9M 0.91% -228 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: 183,392 shares; 2024Q4: 181,666 shares; 2025Q1: 162,216 shares; 2025Q2: 158,827 shares; 2025Q3: 148,554 shares; 2025Q4: 141,854 shares 141,854 $21.9M 0.91% -6,700 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: 195,222 shares; 2024Q4: 198,689 shares; 2025Q1: 194,957 shares; 2025Q2: 201,564 shares; 2025Q3: 198,918 shares; 2025Q4: 195,158 shares 195,158 $21.8M 0.91% -3,760 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,885 shares; 2024Q4: 164,280 shares; 2025Q1: 182,023 shares; 2025Q2: 189,132 shares; 2025Q3: 203,373 shares; 2025Q4: 216,666 shares 216,666 $20.6M 0.86% +13,293 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 223,634 shares; 2024Q4: 234,855 shares; 2025Q1: 242,234 shares; 2025Q2: 243,359 shares; 2025Q3: 259,558 shares; 2025Q4: 276,298 shares 276,298 $20.5M 0.85% +16,740 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: 293,965 shares; 2024Q4: 291,493 shares; 2025Q1: 287,251 shares; 2025Q2: 295,652 shares; 2025Q3: 289,504 shares; 2025Q4: 284,634 shares 284,634 $18.8M 0.78% -4,870 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: 235,823 shares; 2024Q4: 702,492 shares; 2025Q1: 705,265 shares; 2025Q2: 697,746 shares; 2025Q3: 690,856 shares; 2025Q4: 670,671 shares 670,671 $18M 0.75% -20,185 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: 79,045 shares; 2024Q4: 79,674 shares; 2025Q1: 79,861 shares; 2025Q2: 79,423 shares; 2025Q3: 76,215 shares; 2025Q4: 76,215 shares 76,215 $17.4M 0.72% 0 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,000 shares; 2024Q4: 138,000 shares; 2025Q1: 140,178 shares; 2025Q2: 164,410 shares; 2025Q3: 278,136 shares; 2025Q4: 517,311 shares 517,311 $17.1M 0.71% +239,175 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: 185,938 shares; 2024Q4: 182,606 shares; 2025Q1: 184,949 shares; 2025Q2: 191,572 shares; 2025Q3: 188,286 shares; 2025Q4: 185,419 shares 185,419 $16.2M 0.67% -2,867 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,034 shares; 2024Q4: 95,127 shares; 2025Q1: 108,086 shares; 2025Q2: 130,982 shares; 2025Q3: 138,190 shares; 2025Q4: 159,207 shares 159,207 $16M 0.66% +21,017 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: 47,220 shares; 2024Q4: 47,308 shares; 2025Q1: 46,253 shares; 2025Q2: 46,589 shares; 2025Q3: 44,889 shares; 2025Q4: 44,266 shares 44,266 $15.2M 0.63% -623 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: 49,972 shares; 2024Q4: 48,268 shares; 2025Q1: 47,843 shares; 2025Q2: 48,116 shares; 2025Q3: 44,049 shares; 2025Q4: 41,817 shares 41,817 $14.7M 0.61% -2,232 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: 44,800 shares; 2024Q4: 44,383 shares; 2025Q1: 44,141 shares; 2025Q2: 44,265 shares; 2025Q3: 42,465 shares; 2025Q4: 42,202 shares 42,202 $14.1M 0.59% -263 Timeline IEI 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: 148,683 shares; 2024Q4: 173,835 shares; 2025Q1: 181,021 shares; 2025Q2: 135,652 shares; 2025Q3: 137,227 shares; 2025Q4: 116,582 shares 116,582 $13.9M 0.58% -20,645 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,932 shares; 2024Q4: 505,354 shares; 2025Q1: 507,242 shares; 2025Q2: 510,992 shares; 2025Q3: 512,999 shares; 2025Q4: 513,185 shares 513,185 $13.5M 0.56% +186 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: 175,261 shares; 2024Q4: 183,432 shares; 2025Q1: 198,925 shares; 2025Q2: 218,130 shares; 2025Q3: 237,546 shares; 2025Q4: 246,180 shares 246,180 $13.2M 0.55% +8,634 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: 35,003 shares; 2024Q4: 37,186 shares; 2025Q1: 40,271 shares; 2025Q2: 40,514 shares; 2025Q3: 40,807 shares; 2025Q4: 41,408 shares 41,408 $13M 0.54% +601 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,072 shares; 2024Q4: 107,133 shares; 2025Q1: 105,493 shares; 2025Q2: 106,134 shares; 2025Q3: 98,621 shares; 2025Q4: 92,263 shares 92,263 $12.8M 0.53% -6,358 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: 61,343 shares; 2024Q4: 61,153 shares; 2025Q1: 61,477 shares; 2025Q2: 60,958 shares; 2025Q3: 58,036 shares; 2025Q4: 57,515 shares 57,515 $12.6M 0.53% -521 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: 138,845 shares; 2024Q4: 147,052 shares; 2025Q1: 150,587 shares; 2025Q2: 151,503 shares; 2025Q3: 152,994 shares; 2025Q4: 159,778 shares 159,778 $12.6M 0.52% +6,784 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: 78,023 shares; 2024Q4: 78,350 shares; 2025Q1: 79,494 shares; 2025Q2: 80,183 shares; 2025Q3: 80,918 shares; 2025Q4: 88,053 shares 88,053 $12.4M 0.52% +7,135 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,000 shares; 2024Q4: 130,000 shares; 2025Q1: 130,000 shares; 2025Q2: 132,816 shares; 2025Q3: 222,466 shares; 2025Q4: 524,804 shares 524,804 $12.4M 0.52% +302,338 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: 39,481 shares; 2024Q4: 39,297 shares; 2025Q1: 39,322 shares; 2025Q2: 40,124 shares; 2025Q3: 38,555 shares; 2025Q4: 38,992 shares 38,992 $11.9M 0.5% +437 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: 16,794 shares; 2024Q4: 16,710 shares; 2025Q1: 16,479 shares; 2025Q2: 16,184 shares; 2025Q3: 15,456 shares; 2025Q4: 15,117 shares 15,117 $11.4M 0.47% -339 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,134 shares; 2024Q4: 17,299 shares; 2025Q1: 17,189 shares; 2025Q2: 17,012 shares; 2025Q3: 16,347 shares; 2025Q4: 16,342 shares 16,342 $11.2M 0.47% -5 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: 53,875 shares; 2024Q4: 52,345 shares; 2025Q1: 50,190 shares; 2025Q2: 50,143 shares; 2025Q3: 47,684 shares; 2025Q4: 39,229 shares 39,229 $11.2M 0.47% -8,455 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: 19,118 shares; 2024Q4: 19,754 shares; 2025Q1: 19,087 shares; 2025Q2: 19,014 shares; 2025Q3: 18,249 shares; 2025Q4: 18,162 shares 18,162 $11.2M 0.46% -87 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: 52,194 shares; 2024Q4: 58,162 shares; 2025Q1: 58,594 shares; 2025Q2: 66,126 shares; 2025Q3: 64,571 shares; 2025Q4: 62,324 shares 62,324 $11.1M 0.46% -2,247 Timeline VOE 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: 61,174 shares; 2024Q4: 60,041 shares; 2025Q1: 60,332 shares; 2025Q2: 61,413 shares; 2025Q3: 61,769 shares; 2025Q4: 61,710 shares 61,710 $10.9M 0.46% -59 Timeline JUST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,934 shares; 2024Q4: 117,538 shares; 2025Q1: 117,588 shares; 2025Q2: 117,035 shares; 2025Q3: 113,865 shares; 2025Q4: 112,765 shares 112,765 $10.9M 0.45% -1,100 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,044 shares; 2024Q4: 406,905 shares; 2025Q1: 380,430 shares; 2025Q2: 369,685 shares; 2025Q3: 357,136 shares; 2025Q4: 338,592 shares 338,592 $10.2M 0.42% -18,544 Timeline STIP 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: 57,930 shares; 2024Q4: 76,017 shares; 2025Q1: 87,642 shares; 2025Q2: 80,148 shares; 2025Q3: 84,529 shares; 2025Q4: 99,034 shares 99,034 $10.1M 0.42% +14,505 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: 98,979 shares; 2024Q4: 99,236 shares; 2025Q1: 96,100 shares; 2025Q2: 96,329 shares; 2025Q3: 93,124 shares; 2025Q4: 91,626 shares 91,626 $10.1M 0.42% -1,498 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: 141,236 shares; 2024Q4: 140,007 shares; 2025Q1: 140,127 shares; 2025Q2: 139,561 shares; 2025Q3: 129,378 shares; 2025Q4: 133,810 shares 133,810 $9.84M 0.41% +4,432 Timeline VPLS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,491 shares; 2024Q4: 22,553 shares; 2025Q1: 45,212 shares; 2025Q2: 60,520 shares; 2025Q3: 86,486 shares; 2025Q4: 124,521 shares 124,521 $9.73M 0.4% +38,035 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: 25,484 shares; 2024Q4: 25,291 shares; 2025Q1: 25,594 shares; 2025Q2: 25,374 shares; 2025Q3: 21,929 shares; 2025Q4: 18,960 shares 18,960 $9.53M 0.4% -2,969 Timeline VCSH 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: 100,891 shares; 2024Q4: 103,906 shares; 2025Q1: 110,912 shares; 2025Q2: 107,549 shares; 2025Q3: 114,984 shares; 2025Q4: 118,655 shares 118,655 $9.46M 0.39% +3,671 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: 180,361 shares; 2024Q4: 532,642 shares; 2025Q1: 523,893 shares; 2025Q2: 487,631 shares; 2025Q3: 394,779 shares; 2025Q4: 342,376 shares 342,376 $9.39M 0.39% -52,403 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,134 shares; 2024Q4: 289,475 shares; 2025Q1: 319,211 shares; 2025Q2: 325,701 shares; 2025Q3: 336,411 shares; 2025Q4: 372,071 shares 372,071 $9.02M 0.38% +35,660 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: 14,178 shares; 2024Q4: 14,358 shares; 2025Q1: 14,708 shares; 2025Q2: 14,897 shares; 2025Q3: 15,046 shares; 2025Q4: 15,116 shares 15,116 $8.66M 0.36% +70 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,156 shares; 2024Q4: 68,143 shares; 2025Q1: 65,253 shares; 2025Q2: 64,498 shares; 2025Q3: 62,964 shares; 2025Q4: 61,739 shares 61,739 $8.63M 0.36% -1,225 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: 107,184 shares; 2024Q4: 110,429 shares; 2025Q1: 119,984 shares; 2025Q2: 120,936 shares; 2025Q3: 101,683 shares; 2025Q4: 90,854 shares 90,854 $8.31M 0.35% -10,829 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: 6,130 shares; 2024Q4: 6,434 shares; 2025Q1: 7,547 shares; 2025Q2: 8,576 shares; 2025Q3: 7,817 shares; 2025Q4: 7,702 shares 7,702 $8.28M 0.34% -115 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,307 shares; 2024Q4: 51,274 shares; 2025Q1: 61,969 shares; 2025Q2: 78,525 shares; 2025Q3: 84,693 shares; 2025Q4: 100,292 shares 100,292 $8.27M 0.34% +15,599 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,317 shares; 2024Q4: 277,346 shares; 2025Q1: 285,014 shares; 2025Q2: 288,425 shares; 2025Q3: 282,215 shares; 2025Q4: 303,065 shares 303,065 $8.25M 0.34% +20,850 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: 39,507 shares; 2024Q4: 38,302 shares; 2025Q1: 40,364 shares; 2025Q2: 40,000 shares; 2025Q3: 40,361 shares; 2025Q4: 39,820 shares 39,820 $8.24M 0.34% -541 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: 22,475 shares; 2024Q4: 22,348 shares; 2025Q1: 20,347 shares; 2025Q2: 19,881 shares; 2025Q3: 17,244 shares; 2025Q4: 17,028 shares 17,028 $8.24M 0.34% -216 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: 57,226 shares; 2024Q4: 55,043 shares; 2025Q1: 55,038 shares; 2025Q2: 54,672 shares; 2025Q3: 53,594 shares; 2025Q4: 54,007 shares 54,007 $8.23M 0.34% +413 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: 67,535 shares; 2024Q4: 68,822 shares; 2025Q1: 85,102 shares; 2025Q2: 84,078 shares; 2025Q3: 113,694 shares; 2025Q4: 126,868 shares 126,868 $8.17M 0.34% +13,174 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: 65,246 shares; 2024Q4: 66,534 shares; 2025Q1: 68,390 shares; 2025Q2: 68,511 shares; 2025Q3: 68,512 shares; 2025Q4: 67,836 shares 67,836 $8.16M 0.34% -676 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: 16,858 shares; 2024Q4: 17,850 shares; 2025Q1: 19,978 shares; 2025Q2: 22,422 shares; 2025Q3: 23,607 shares; 2025Q4: 23,082 shares 23,082 $7.99M 0.33% -525 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: 9,009 shares; 2024Q4: 10,788 shares; 2025Q1: 11,363 shares; 2025Q2: 11,787 shares; 2025Q3: 11,635 shares; 2025Q4: 12,049 shares 12,049 $7.95M 0.33% +414 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: 207,114 shares; 2024Q4: 257,114 shares; 2025Q1: 266,114 shares; 2025Q2: 270,987 shares; 2025Q3: 266,087 shares; 2025Q4: 299,887 shares 299,887 $7.69M 0.32% +33,800 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: 72,616 shares; 2024Q4: 74,137 shares; 2025Q1: 67,749 shares; 2025Q2: 47,984 shares; 2025Q3: 42,259 shares; 2025Q4: 39,420 shares 39,420 $7.55M 0.31% -2,839 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: 13,248 shares; 2024Q4: 12,986 shares; 2025Q1: 13,081 shares; 2025Q2: 13,069 shares; 2025Q3: 13,128 shares; 2025Q4: 13,181 shares 13,181 $7.52M 0.31% +53 Timeline VOT 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: 23,105 shares; 2024Q4: 23,658 shares; 2025Q1: 24,190 shares; 2025Q2: 25,129 shares; 2025Q3: 26,614 shares; 2025Q4: 26,953 shares 26,953 $7.52M 0.31% +339 Timeline SCHZ 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: 197,125 shares; 2024Q4: 385,045 shares; 2025Q1: 364,320 shares; 2025Q2: 339,477 shares; 2025Q3: 320,857 shares; 2025Q4: 318,304 shares 318,304 $7.44M 0.31% -2,553 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: 18,486 shares; 2024Q4: 19,158 shares; 2025Q1: 21,474 shares; 2025Q2: 23,327 shares; 2025Q3: 24,421 shares; 2025Q4: 24,619 shares 24,619 $7.29M 0.3% +198 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: 53,569 shares; 2024Q4: 54,218 shares; 2025Q1: 53,863 shares; 2025Q2: 53,554 shares; 2025Q3: 52,230 shares; 2025Q4: 50,477 shares 50,477 $7.23M 0.3% -1,753 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: 98,504 shares; 2024Q4: 97,535 shares; 2025Q1: 96,830 shares; 2025Q2: 95,093 shares; 2025Q3: 93,742 shares; 2025Q4: 95,469 shares 95,469 $7.2M 0.3% +1,727 Timeline DCRE DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,835 shares; 2024Q4: 114,360 shares; 2025Q1: 117,247 shares; 2025Q2: 121,407 shares; 2025Q3: 123,116 shares; 2025Q4: 138,598 shares 138,598 $7.19M 0.3% +15,482 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,841 shares; 2024Q4: 59,516 shares; 2025Q1: 61,045 shares; 2025Q2: 63,434 shares; 2025Q3: 61,204 shares; 2025Q4: 61,134 shares 61,134 $7.18M 0.3% -70 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,275 shares; 2024Q4: 50,275 shares; 2025Q1: 50,275 shares; 2025Q2: 50,275 shares; 2025Q3: 50,275 shares; 2025Q4: 50,275 shares 50,275 $7.11M 0.3% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,659 shares; 2024Q4: 32,687 shares; 2025Q1: 33,092 shares; 2025Q2: 33,383 shares; 2025Q3: 33,016 shares; 2025Q4: 31,978 shares 31,978 $7.03M 0.29% -1,038 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: 32,871 shares; 2024Q4: 33,857 shares; 2025Q1: 35,971 shares; 2025Q2: 37,612 shares; 2025Q3: 38,338 shares; 2025Q4: 35,804 shares 35,804 $6.98M 0.29% -2,534 Timeline RECS 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: 12,589 shares; 2024Q4: 34,505 shares; 2025Q1: 90,100 shares; 2025Q2: 125,694 shares; 2025Q3: 150,935 shares; 2025Q4: 170,830 shares 170,830 $6.98M 0.29% +19,895 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: 11,020 shares; 2024Q4: 11,399 shares; 2025Q1: 11,571 shares; 2025Q2: 14,359 shares; 2025Q3: 14,368 shares; 2025Q4: 14,501 shares 14,501 $6.86M 0.29% +133 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,767 shares; 2024Q4: 35,815 shares; 2025Q1: 36,254 shares; 2025Q2: 35,753 shares; 2025Q3: 34,992 shares; 2025Q4: 34,416 shares 34,416 $6.84M 0.28% -576 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: 223,017 shares; 2024Q4: 239,059 shares; 2025Q1: 241,149 shares; 2025Q2: 259,652 shares; 2025Q3: 249,821 shares; 2025Q4: 249,003 shares 249,003 $6.81M 0.28% -818 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,804 shares; 2024Q4: 93,542 shares; 2025Q1: 113,758 shares; 2025Q2: 168,346 shares; 2025Q3: 170,086 shares; 2025Q4: 174,213 shares 174,213 $6.68M 0.28% +4,127 Timeline SFBS SERVISFIRST BANCSHARES INC More: the full row for SERVISFIRST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,359 shares; 2024Q4: 95,272 shares; 2025Q1: 95,272 shares; 2025Q2: 95,272 shares; 2025Q3: 95,272 shares; 2025Q4: 90,854 shares 90,854 $6.52M 0.27% -4,418 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,963 shares; 2024Q4: 163,717 shares; 2025Q1: 190,243 shares; 2025Q2: 210,028 shares; 2025Q3: 217,321 shares; 2025Q4: 267,835 shares 267,835 $6.5M 0.27% +50,514 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,405 shares; 2024Q4: 55,657 shares; 2025Q1: 59,610 shares; 2025Q2: 56,469 shares; 2025Q3: 66,606 shares; 2025Q4: 66,958 shares 66,958 $6.44M 0.27% +352 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: 22,492 shares; 2024Q4: 22,593 shares; 2025Q1: 22,049 shares; 2025Q2: 23,961 shares; 2025Q3: 23,267 shares; 2025Q4: 23,268 shares 23,268 $6.35M 0.26% +1 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,584 shares; 2024Q4: 177,510 shares; 2025Q1: 212,077 shares; 2025Q2: 229,861 shares; 2025Q3: 265,878 shares; 2025Q4: 322,264 shares 322,264 $6.29M 0.26% +56,386 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: 83,559 shares; 2024Q4: 86,896 shares; 2025Q1: 89,324 shares; 2025Q2: 92,174 shares; 2025Q3: 87,491 shares; 2025Q4: 81,182 shares 81,182 $6.25M 0.26% -6,309 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: 10,690 shares; 2024Q4: 10,632 shares; 2025Q1: 10,684 shares; 2025Q2: 10,712 shares; 2025Q3: 10,348 shares; 2025Q4: 10,266 shares 10,266 $6.22M 0.26% -82 Timeline VXF 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: 16,845 shares; 2024Q4: 19,514 shares; 2025Q1: 20,849 shares; 2025Q2: 30,970 shares; 2025Q3: 30,573 shares; 2025Q4: 29,311 shares 29,311 $6.13M 0.26% -1,262 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: 60,440 shares; 2024Q4: 54,226 shares; 2025Q1: 52,459 shares; 2025Q2: 49,959 shares; 2025Q3: 46,233 shares; 2025Q4: 46,452 shares 46,452 $5.99M 0.25% +219 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: 17,756 shares; 2024Q4: 17,892 shares; 2025Q1: 18,064 shares; 2025Q2: 18,224 shares; 2025Q3: 18,079 shares; 2025Q4: 17,996 shares 17,996 $5.89M 0.25% -83 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,076 shares; 2024Q4: 10,828 shares; 2025Q1: 9,892 shares; 2025Q2: 34,517 shares; 2025Q3: 98,659 shares; 2025Q4: 116,102 shares 116,102 $5.87M 0.24% +17,443 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: 2,149 shares; 2024Q4: 3,146 shares; 2025Q1: 4,647 shares; 2025Q2: 5,547 shares; 2025Q3: 5,872 shares; 2025Q4: 6,571 shares 6,571 $5.78M 0.24% +699 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,559 shares; 2024Q4: 75,000 shares; 2025Q1: 77,920 shares; 2025Q2: 73,459 shares; 2025Q3: 85,867 shares; 2025Q4: 97,398 shares 97,398 $5.77M 0.24% +11,531 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,169 shares; 2024Q4: 75,490 shares; 2025Q1: 76,145 shares; 2025Q2: 74,065 shares; 2025Q3: 75,072 shares; 2025Q4: 67,538 shares 67,538 $5.59M 0.23% -7,534 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: 9,007 shares; 2024Q4: 9,558 shares; 2025Q1: 9,377 shares; 2025Q2: 10,452 shares; 2025Q3: 12,378 shares; 2025Q4: 12,373 shares 12,373 $5.56M 0.23% -5 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: 161,184 shares; 2024Q4: 224,549 shares; 2025Q1: 242,106 shares; 2025Q2: 224,028 shares; 2025Q3: 231,842 shares; 2025Q4: 241,706 shares 241,706 $5.53M 0.23% +9,864 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,818 shares; 2024Q4: 71,035 shares; 2025Q1: 102,875 shares; 2025Q2: 117,053 shares; 2025Q3: 122,127 shares; 2025Q4: 121,388 shares 121,388 $5.52M 0.23% -739 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,550 shares; 2024Q4: 84,878 shares; 2025Q1: 76,705 shares; 2025Q2: 75,099 shares; 2025Q3: 74,289 shares; 2025Q4: 71,256 shares 71,256 $5.52M 0.23% -3,033 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: 3,723 shares; 2024Q4: 6,347 shares; 2025Q1: 6,892 shares; 2025Q2: 6,991 shares; 2025Q3: 8,504 shares; 2025Q4: 8,352 shares 8,352 $5.46M 0.23% -152 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,425 shares; 2024Q4: 42,291 shares; 2025Q1: 42,724 shares; 2025Q2: 43,853 shares; 2025Q3: 42,585 shares; 2025Q4: 40,979 shares 40,979 $5.44M 0.23% -1,606 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,302 shares; 2024Q4: 10,732 shares; 2025Q1: 10,821 shares; 2025Q2: 10,870 shares; 2025Q3: 11,261 shares; 2025Q4: 11,147 shares 11,147 $5.44M 0.23% -114 Timeline PDO PIMCO DYNAMIC INCOME OPRNTS More: the full row for PIMCO DYNAMIC INCOME OPRNTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,135 shares; 2024Q4: 204,883 shares; 2025Q1: 263,864 shares; 2025Q2: 298,853 shares; 2025Q3: 319,358 shares; 2025Q4: 385,552 shares 385,552 $5.38M 0.22% +66,194 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: 36,499 shares; 2024Q4: 35,499 shares; 2025Q1: 35,465 shares; 2025Q2: 35,269 shares; 2025Q3: 31,275 shares; 2025Q4: 27,573 shares 27,573 $5.38M 0.22% -3,702 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: 8,469 shares; 2024Q4: 11,472 shares; 2025Q1: 13,001 shares; 2025Q2: 15,697 shares; 2025Q3: 17,118 shares; 2025Q4: 17,161 shares 17,161 $5.29M 0.22% +43 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: 57,912 shares; 2024Q4: 165,662 shares; 2025Q1: 174,637 shares; 2025Q2: 178,143 shares; 2025Q3: 189,591 shares; 2025Q4: 208,034 shares 208,034 $5.28M 0.22% +18,443 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: 75,232 shares; 2024Q4: 76,176 shares; 2025Q1: 77,132 shares; 2025Q2: 76,749 shares; 2025Q3: 72,632 shares; 2025Q4: 72,075 shares 72,075 $5.04M 0.21% -557 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,650 shares; 2024Q4: 54,150 shares; 2025Q1: 54,740 shares; 2025Q2: 53,905 shares; 2025Q3: 54,580 shares; 2025Q4: 54,580 shares 54,580 $4.99M 0.21% 0 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,932 shares; 2024Q4: 13,332 shares; 2025Q1: 13,264 shares; 2025Q2: 13,144 shares; 2025Q3: 12,259 shares; 2025Q4: 11,759 shares 11,759 $4.96M 0.21% -500 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 51,357 shares; 2025Q4: 84,830 shares 84,830 $4.83M 0.2% +33,473 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: 29,320 shares; 2024Q4: 29,287 shares; 2025Q1: 29,305 shares; 2025Q2: 29,908 shares; 2025Q3: 29,278 shares; 2025Q4: 29,278 shares 29,278 $4.74M 0.2% 0 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: 23,789 shares; 2025Q1: 24,235 shares; 2025Q2: 26,534 shares; 2025Q3: 27,485 shares; 2025Q4: 27,485 shares 27,485 $4.71M 0.2% 0 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,605 shares; 2024Q4: 19,870 shares; 2025Q1: 19,661 shares; 2025Q2: 19,476 shares; 2025Q3: 19,380 shares; 2025Q4: 18,875 shares 18,875 $4.55M 0.19% -505 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,848 shares; 2024Q4: 34,241 shares; 2025Q1: 34,016 shares; 2025Q2: 34,016 shares; 2025Q3: 26,016 shares; 2025Q4: 26,066 shares 26,066 $4.43M 0.18% +50 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: 36,401 shares; 2024Q4: 36,981 shares; 2025Q1: 37,113 shares; 2025Q2: 37,080 shares; 2025Q3: 34,901 shares; 2025Q4: 35,118 shares 35,118 $4.4M 0.18% +217 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: 92,108 shares; 2024Q4: 109,151 shares; 2025Q1: 115,514 shares; 2025Q2: 140,820 shares; 2025Q3: 156,169 shares; 2025Q4: 195,122 shares 195,122 $4.38M 0.18% +38,953 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: 20,057 shares; 2024Q4: 20,057 shares; 2025Q1: 20,247 shares; 2025Q2: 19,247 shares; 2025Q3: 19,247 shares; 2025Q4: 19,247 shares 19,247 $4.38M 0.18% 0 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,849 shares; 2024Q4: 45,868 shares; 2025Q1: 44,916 shares; 2025Q2: 38,797 shares; 2025Q3: 33,109 shares; 2025Q4: 43,622 shares 43,622 $4.37M 0.18% +10,513 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: 22,206 shares; 2024Q4: 17,840 shares; 2025Q1: 15,272 shares; 2025Q2: 14,181 shares; 2025Q3: 13,455 shares; 2025Q4: 13,197 shares 13,197 $4.36M 0.18% -258 Timeline SNV SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,017 shares; 2024Q4: 88,017 shares; 2025Q1: 88,017 shares; 2025Q2: 88,017 shares; 2025Q3: 88,018 shares; 2025Q4: 86,416 shares 86,416 $4.33M 0.18% -1,602 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: 32,652 shares; 2024Q4: 133,975 shares; 2025Q1: 133,109 shares; 2025Q2: 133,012 shares; 2025Q3: 132,146 shares; 2025Q4: 132,510 shares 132,510 $4.32M 0.18% +364 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: 30,157 shares; 2024Q4: 30,206 shares; 2025Q1: 30,358 shares; 2025Q2: 30,265 shares; 2025Q3: 27,329 shares; 2025Q4: 24,895 shares 24,895 $4.32M 0.18% -2,434 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: 41,390 shares; 2024Q4: 40,878 shares; 2025Q1: 40,639 shares; 2025Q2: 41,127 shares; 2025Q3: 39,153 shares; 2025Q4: 35,791 shares 35,791 $4.2M 0.17% -3,362 Timeline FLKR 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: 99,088 shares; 2024Q4: 84,611 shares; 2025Q1: 100,477 shares; 2025Q2: 105,587 shares; 2025Q3: 113,636 shares; 2025Q4: 130,507 shares 130,507 $4.18M 0.17% +16,871 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: 76,210 shares; 2024Q4: 95,692 shares; 2025Q1: 102,087 shares; 2025Q2: 107,475 shares; 2025Q3: 104,964 shares; 2025Q4: 163,170 shares 163,170 $4.15M 0.17% +58,206 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: 66,512 shares; 2024Q4: 71,756 shares; 2025Q1: 72,782 shares; 2025Q2: 58,774 shares; 2025Q3: 59,336 shares; 2025Q4: 61,695 shares 61,695 $4.15M 0.17% +2,359 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: 22,376 shares; 2024Q4: 22,479 shares; 2025Q1: 21,579 shares; 2025Q2: 22,998 shares; 2025Q3: 22,698 shares; 2025Q4: 23,178 shares 23,178 $4.11M 0.17% +480 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: 38,139 shares; 2024Q4: 38,982 shares; 2025Q1: 39,186 shares; 2025Q2: 45,959 shares; 2025Q3: 45,919 shares; 2025Q4: 45,762 shares 45,762 $4.09M 0.17% -157 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: 62,390 shares; 2024Q4: 50,645 shares; 2025Q1: 43,744 shares; 2025Q2: 41,415 shares; 2025Q3: 39,994 shares; 2025Q4: 38,353 shares 38,353 $4.07M 0.17% -1,641 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,463 shares; 2024Q4: 46,958 shares; 2025Q1: 45,758 shares; 2025Q2: 40,979 shares; 2025Q3: 38,671 shares; 2025Q4: 40,102 shares 40,102 $4.04M 0.17% +1,431 Timeline FLJP 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: 74,357 shares; 2024Q4: 73,653 shares; 2025Q1: 84,334 shares; 2025Q2: 87,815 shares; 2025Q3: 92,360 shares; 2025Q4: 117,042 shares 117,042 $4.03M 0.17% +24,682 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: 23,229 shares; 2024Q4: 24,086 shares; 2025Q1: 24,150 shares; 2025Q2: 23,920 shares; 2025Q3: 22,501 shares; 2025Q4: 23,515 shares 23,515 $4.02M 0.17% +1,014 Timeline AGX ARGAN INC More: the full row for ARGAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,800 shares; 2025Q1: 4,250 shares; 2025Q2: 5,550 shares; 2025Q3: 12,505 shares; 2025Q4: 12,780 shares 12,780 $4M 0.17% +275 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: 43,297 shares; 2024Q4: 42,527 shares; 2025Q1: 42,242 shares; 2025Q2: 37,482 shares; 2025Q3: 33,987 shares; 2025Q4: 32,286 shares 32,286 $3.88M 0.16% -1,701 Timeline MLPX 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: 34,276 shares; 2024Q4: 41,524 shares; 2025Q1: 45,537 shares; 2025Q2: 52,858 shares; 2025Q3: 56,508 shares; 2025Q4: 63,648 shares 63,648 $3.86M 0.16% +7,140 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,714 shares; 2024Q4: 19,514 shares; 2025Q1: 20,012 shares; 2025Q2: 20,054 shares; 2025Q3: 20,154 shares; 2025Q4: 19,654 shares 19,654 $3.82M 0.16% -500 Timeline VGIT 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: 24,513 shares; 2024Q4: 44,273 shares; 2025Q1: 49,440 shares; 2025Q2: 58,957 shares; 2025Q3: 60,884 shares; 2025Q4: 63,416 shares 63,416 $3.8M 0.16% +2,532 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: 15,873 shares; 2024Q4: 15,626 shares; 2025Q1: 12,600 shares; 2025Q2: 12,337 shares; 2025Q3: 10,890 shares; 2025Q4: 10,832 shares 10,832 $3.79M 0.16% -58 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,829 shares; 2024Q4: 3,989 shares; 2025Q1: 4,118 shares; 2025Q2: 4,168 shares; 2025Q3: 4,273 shares; 2025Q4: 4,273 shares 4,273 $3.76M 0.16% 0 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: 10,600 shares; 2024Q4: 11,268 shares; 2025Q1: 12,005 shares; 2025Q2: 11,272 shares; 2025Q3: 11,814 shares; 2025Q4: 11,728 shares 11,728 $3.74M 0.16% -86 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: 19,801 shares; 2025Q2: 37,751 shares; 2025Q3: 43,637 shares; 2025Q4: 44,537 shares 44,537 $3.73M 0.16% +900 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: 41,739 shares; 2024Q4: 40,453 shares; 2025Q1: 39,220 shares; 2025Q2: 39,385 shares; 2025Q3: 35,056 shares; 2025Q4: 31,894 shares 31,894 $3.65M 0.15% -3,162 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: 21,390 shares; 2024Q4: 22,661 shares; 2025Q1: 26,991 shares; 2025Q2: 35,313 shares; 2025Q3: 46,163 shares; 2025Q4: 48,549 shares 48,549 $3.64M 0.15% +2,386 Timeline BSL BLACKSTONE SENI FLTN RAT 202 More: the full row for BLACKSTONE SENI FLTN RAT 202 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171,225 shares; 2024Q4: 184,180 shares; 2025Q1: 208,230 shares; 2025Q2: 218,230 shares; 2025Q3: 224,430 shares; 2025Q4: 266,730 shares 266,730 $3.63M 0.15% +42,300 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,552 shares; 2024Q4: 59,552 shares; 2025Q1: 58,148 shares; 2025Q2: 57,494 shares; 2025Q3: 44,307 shares; 2025Q4: 43,891 shares 43,891 $3.5M 0.15% -416 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,460 shares; 2024Q4: 11,412 shares; 2025Q1: 11,362 shares; 2025Q2: 11,378 shares; 2025Q3: 9,377 shares; 2025Q4: 9,206 shares 9,206 $3.5M 0.15% -171 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: 6,014 shares; 2024Q4: 6,761 shares; 2025Q1: 8,238 shares; 2025Q2: 8,936 shares; 2025Q3: 9,558 shares; 2025Q4: 9,708 shares 9,708 $3.43M 0.14% +150 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,882 shares; 2024Q4: 20,882 shares; 2025Q1: 21,064 shares; 2025Q2: 21,064 shares; 2025Q3: 21,079 shares; 2025Q4: 21,160 shares 21,160 $3.42M 0.14% +81 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: 79,185 shares; 2024Q4: 73,629 shares; 2025Q1: 71,892 shares; 2025Q2: 70,846 shares; 2025Q3: 66,160 shares; 2025Q4: 66,160 shares 66,160 $3.36M 0.14% 0 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,301 shares; 2024Q4: 133,790 shares; 2025Q1: 131,032 shares; 2025Q2: 129,833 shares; 2025Q3: 120,685 shares; 2025Q4: 113,397 shares 113,397 $3.36M 0.14% -7,288 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: 27,773 shares; 2024Q4: 27,844 shares; 2025Q1: 26,785 shares; 2025Q2: 24,057 shares; 2025Q3: 23,339 shares; 2025Q4: 22,983 shares 22,983 $3.33M 0.14% -356 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: 10,517 shares; 2024Q4: 9,617 shares; 2025Q1: 8,367 shares; 2025Q2: 8,389 shares; 2025Q3: 8,414 shares; 2025Q4: 8,414 shares 8,414 $3.27M 0.14% 0 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,888 shares; 2024Q4: 29,988 shares; 2025Q1: 31,031 shares; 2025Q2: 31,031 shares; 2025Q3: 31,031 shares; 2025Q4: 30,941 shares 30,941 $3.26M 0.14% -90 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,100 shares; 2024Q4: 69,100 shares; 2025Q1: 71,702 shares; 2025Q2: 71,802 shares; 2025Q3: 70,202 shares; 2025Q4: 70,302 shares 70,302 $3.21M 0.13% +100 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: 672 shares; 2024Q4: 677 shares; 2025Q1: 654 shares; 2025Q2: 660 shares; 2025Q3: 610 shares; 2025Q4: 599 shares 599 $3.21M 0.13% -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: 14,014 shares; 2024Q4: 109,435 shares; 2025Q1: 137,952 shares; 2025Q2: 152,382 shares; 2025Q3: 133,320 shares; 2025Q4: 115,527 shares 115,527 $3.18M 0.13% -17,793 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: 20,656 shares; 2024Q4: 26,111 shares; 2025Q1: 26,111 shares; 2025Q2: 50,439 shares; 2025Q3: 99,849 shares; 2025Q4: 123,935 shares 123,935 $3.17M 0.13% +24,086 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: 39,018 shares; 2024Q4: 57,046 shares; 2025Q1: 63,374 shares; 2025Q2: 87,123 shares; 2025Q3: 102,097 shares; 2025Q4: 139,411 shares 139,411 $3.12M 0.13% +37,314 Timeline SPMO 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: 8,395 shares; 2024Q4: 9,301 shares; 2025Q1: 12,244 shares; 2025Q2: 17,400 shares; 2025Q3: 25,169 shares; 2025Q4: 26,075 shares 26,075 $3.11M 0.13% +906 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: 2,290 shares; 2024Q4: 2,468 shares; 2025Q1: 2,535 shares; 2025Q2: 2,937 shares; 2025Q3: 2,887 shares; 2025Q4: 2,890 shares 2,890 $3.09M 0.13% +3 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: 6,392 shares; 2024Q4: 6,196 shares; 2025Q1: 5,995 shares; 2025Q2: 5,777 shares; 2025Q3: 5,436 shares; 2025Q4: 5,311 shares 5,311 $3.08M 0.13% -125 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: 53,354 shares; 2024Q4: 58,519 shares; 2025Q1: 64,517 shares; 2025Q2: 66,720 shares; 2025Q3: 76,639 shares; 2025Q4: 84,597 shares 84,597 $3.05M 0.13% +7,958 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,584 shares; 2024Q4: 40,341 shares; 2025Q1: 40,341 shares; 2025Q2: 40,228 shares; 2025Q3: 38,435 shares; 2025Q4: 38,435 shares 38,435 $3.04M 0.13% 0 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: 5,509 shares; 2024Q4: 6,311 shares; 2025Q1: 7,734 shares; 2025Q2: 8,089 shares; 2025Q3: 6,985 shares; 2025Q4: 6,645 shares 6,645 $3.01M 0.13% -340 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,900 shares; 2024Q4: 15,180 shares; 2025Q1: 14,915 shares; 2025Q2: 14,824 shares; 2025Q3: 11,669 shares; 2025Q4: 11,586 shares 11,586 $3M 0.12% -83 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: 27,356 shares; 2024Q4: 32,653 shares; 2025Q1: 36,778 shares; 2025Q2: 38,921 shares; 2025Q3: 38,607 shares; 2025Q4: 36,531 shares 36,531 $3M 0.12% -2,076 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,842 shares; 2024Q4: 94,391 shares; 2025Q1: 96,827 shares; 2025Q2: 95,212 shares; 2025Q3: 90,518 shares; 2025Q4: 91,127 shares 91,127 $2.98M 0.12% +609 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: 55,939 shares; 2024Q4: 113,117 shares; 2025Q1: 107,802 shares; 2025Q2: 110,309 shares; 2025Q3: 104,744 shares; 2025Q4: 103,379 shares 103,379 $2.94M 0.12% -1,365 Timeline AGG 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: 34,113 shares; 2024Q4: 25,841 shares; 2025Q1: 23,133 shares; 2025Q2: 23,872 shares; 2025Q3: 25,068 shares; 2025Q4: 27,732 shares 27,732 $2.77M 0.12% +2,664 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,479 shares; 2024Q4: 8,379 shares; 2025Q1: 8,205 shares; 2025Q2: 8,239 shares; 2025Q3: 8,159 shares; 2025Q4: 8,159 shares 8,159 $2.75M 0.11% 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: 23,596 shares; 2024Q4: 18,397 shares; 2025Q1: 17,707 shares; 2025Q2: 17,600 shares; 2025Q3: 16,975 shares; 2025Q4: 16,650 shares 16,650 $2.71M 0.11% -325 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,076 shares; 2024Q4: 62,876 shares; 2025Q1: 59,176 shares; 2025Q2: 58,676 shares; 2025Q3: 58,172 shares; 2025Q4: 58,172 shares 58,172 $2.66M 0.11% 0 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,915 shares; 2024Q4: 35,641 shares; 2025Q1: 35,635 shares; 2025Q2: 35,595 shares; 2025Q3: 35,598 shares; 2025Q4: 36,070 shares 36,070 $2.65M 0.11% +472 Timeline IDMO 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: 6,100 shares; 2024Q4: 6,155 shares; 2025Q1: 5,865 shares; 2025Q2: 5,735 shares; 2025Q3: 26,367 shares; 2025Q4: 46,865 shares 46,865 $2.6M 0.11% +20,498 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: 8,405 shares; 2024Q4: 8,381 shares; 2025Q1: 8,713 shares; 2025Q2: 8,714 shares; 2025Q3: 5,666 shares; 2025Q4: 5,547 shares 5,547 $2.59M 0.11% -119 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: 8,633 shares; 2024Q4: 10,159 shares; 2025Q1: 10,470 shares; 2025Q2: 11,504 shares; 2025Q3: 11,693 shares; 2025Q4: 11,899 shares 11,899 $2.55M 0.11% +206 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,019 shares; 2024Q4: 26,019 shares; 2025Q1: 26,040 shares; 2025Q2: 26,156 shares; 2025Q3: 26,135 shares; 2025Q4: 26,135 shares 26,135 $2.54M 0.11% 0 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,866 shares; 2024Q4: 8,892 shares; 2025Q1: 9,019 shares; 2025Q2: 9,338 shares; 2025Q3: 8,635 shares; 2025Q4: 9,771 shares 9,771 $2.53M 0.11% +1,136 Timeline VBR 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: 12,521 shares; 2024Q4: 12,738 shares; 2025Q1: 12,748 shares; 2025Q2: 12,436 shares; 2025Q3: 12,363 shares; 2025Q4: 11,919 shares 11,919 $2.52M 0.11% -444 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: 12,323 shares; 2024Q4: 12,323 shares; 2025Q1: 12,273 shares; 2025Q2: 12,239 shares; 2025Q3: 10,200 shares; 2025Q4: 10,185 shares 10,185 $2.51M 0.1% -15 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,577 shares; 2024Q4: 11,577 shares; 2025Q1: 11,577 shares; 2025Q2: 11,577 shares; 2025Q3: 10,407 shares; 2025Q4: 10,073 shares 10,073 $2.5M 0.1% -334 Timeline IWL 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: 13,215 shares; 2024Q4: 13,215 shares; 2025Q1: 13,215 shares; 2025Q2: 14,505 shares; 2025Q3: 14,640 shares; 2025Q4: 14,624 shares 14,624 $2.5M 0.1% -16 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,787 shares; 2024Q4: 2,791 shares; 2025Q1: 2,845 shares; 2025Q2: 16,880 shares; 2025Q3: 16,445 shares; 2025Q4: 22,684 shares 22,684 $2.49M 0.1% +6,239 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: 2,856 shares; 2024Q4: 2,856 shares; 2025Q1: 3,531 shares; 2025Q2: 5,448 shares; 2025Q3: 5,758 shares; 2025Q4: 6,195 shares 6,195 $2.46M 0.1% +437 Timeline DRSK ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,000 shares; 2024Q4: 86,000 shares; 2025Q1: 86,000 shares; 2025Q2: 86,000 shares; 2025Q3: 86,000 shares; 2025Q4: 86,000 shares 86,000 $2.45M 0.1% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,633 shares; 2025Q1: 14,405 shares; 2025Q2: 17,471 shares; 2025Q3: 17,705 shares; 2025Q4: 20,866 shares 20,866 $2.43M 0.1% +3,161 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: 8,113 shares; 2024Q4: 8,113 shares; 2025Q1: 7,743 shares; 2025Q2: 8,285 shares; 2025Q3: 8,285 shares; 2025Q4: 8,285 shares 8,285 $2.43M 0.1% 0 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,157 shares; 2024Q4: 48,357 shares; 2025Q1: 46,357 shares; 2025Q2: 43,997 shares; 2025Q3: 40,928 shares; 2025Q4: 40,128 shares 40,128 $2.36M 0.1% -800 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,748 shares; 2024Q4: 20,421 shares; 2025Q1: 27,361 shares; 2025Q2: 30,076 shares; 2025Q3: 29,276 shares; 2025Q4: 28,796 shares 28,796 $2.35M 0.1% -480 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: 5,648 shares; 2024Q4: 5,943 shares; 2025Q1: 5,865 shares; 2025Q2: 6,120 shares; 2025Q3: 6,338 shares; 2025Q4: 6,338 shares 6,338 $2.34M 0.1% 0 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,502 shares; 2024Q4: 18,283 shares; 2025Q1: 22,603 shares; 2025Q2: 22,961 shares; 2025Q3: 19,666 shares; 2025Q4: 14,732 shares 14,732 $2.3M 0.1% -4,934 Timeline IWY 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: 8,665 shares; 2024Q4: 8,665 shares; 2025Q1: 8,793 shares; 2025Q2: 8,529 shares; 2025Q3: 8,701 shares; 2025Q4: 8,168 shares 8,168 $2.26M 0.09% -533 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: 2,134 shares; 2024Q4: 2,276 shares; 2025Q1: 2,293 shares; 2025Q2: 2,996 shares; 2025Q3: 3,274 shares; 2025Q4: 2,614 shares 2,614 $2.25M 0.09% -660 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,118 shares; 2024Q4: 33,554 shares; 2025Q1: 33,554 shares; 2025Q2: 33,702 shares; 2025Q3: 33,702 shares; 2025Q4: 49,103 shares 49,103 $2.25M 0.09% +15,401 Timeline VMBS 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: 30,125 shares; 2024Q4: 29,142 shares; 2025Q1: 27,417 shares; 2025Q2: 39,763 shares; 2025Q3: 47,810 shares; 2025Q4: 47,435 shares 47,435 $2.23M 0.09% -375 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: 8,403 shares; 2024Q4: 13,653 shares; 2025Q1: 13,818 shares; 2025Q2: 28,863 shares; 2025Q3: 39,033 shares; 2025Q4: 87,574 shares 87,574 $2.23M 0.09% +48,541 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,644 shares; 2024Q4: 58,237 shares; 2025Q1: 57,997 shares; 2025Q2: 52,212 shares; 2025Q3: 41,410 shares; 2025Q4: 36,457 shares 36,457 $2.22M 0.09% -4,953 Timeline BIPC BROOKFIELD INFRASTRUCTURE CO More: the full row for BROOKFIELD INFRASTRUCTURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,902 shares; 2025Q1: 28,301 shares; 2025Q2: 34,320 shares; 2025Q3: 43,671 shares; 2025Q4: 48,089 shares 48,089 $2.18M 0.09% +4,418 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,232 shares; 2024Q4: 31,342 shares; 2025Q1: 31,432 shares; 2025Q2: 31,327 shares; 2025Q3: 31,327 shares; 2025Q4: 31,071 shares 31,071 $2.18M 0.09% -256 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,218 shares; 2024Q4: 4,466 shares; 2025Q1: 4,567 shares; 2025Q2: 4,767 shares; 2025Q3: 4,963 shares; 2025Q4: 5,090 shares 5,090 $2.17M 0.09% +127 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: 21,342 shares; 2024Q4: 23,132 shares; 2025Q1: 21,732 shares; 2025Q2: 23,932 shares; 2025Q3: 23,933 shares; 2025Q4: 23,281 shares 23,281 $2.17M 0.09% -652 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: 3,438 shares; 2025Q1: 3,793 shares; 2025Q2: 3,916 shares; 2025Q3: 7,655 shares; 2025Q4: 7,545 shares 7,545 $2.15M 0.09% -110 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: 9,228 shares; 2024Q4: 9,442 shares; 2025Q1: 9,430 shares; 2025Q2: 9,732 shares; 2025Q3: 9,229 shares; 2025Q4: 9,193 shares 9,193 $2.13M 0.09% -36 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: 68,980 shares; 2024Q4: 67,280 shares; 2025Q1: 67,280 shares; 2025Q2: 65,935 shares; 2025Q3: 65,935 shares; 2025Q4: 65,935 shares 65,935 $2.11M 0.09% 0 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: 11,411 shares; 2024Q4: 11,461 shares; 2025Q1: 11,461 shares; 2025Q2: 12,312 shares; 2025Q3: 10,127 shares; 2025Q4: 10,027 shares 10,027 $2.06M 0.09% -100 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,350 shares; 2024Q4: 15,350 shares; 2025Q1: 18,289 shares; 2025Q2: 35,522 shares; 2025Q3: 65,376 shares; 2025Q4: 93,054 shares 93,054 $2.04M 0.08% +27,678 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,252 shares; 2024Q4: 5,253 shares; 2025Q1: 5,234 shares; 2025Q2: 5,185 shares; 2025Q3: 5,185 shares; 2025Q4: 5,146 shares 5,146 $2.03M 0.08% -39 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,560 shares; 2024Q4: 18,612 shares; 2025Q1: 18,871 shares; 2025Q2: 10,746 shares; 2025Q3: 10,443 shares; 2025Q4: 10,603 shares 10,603 $2.03M 0.08% +160 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: 36,426 shares; 2024Q4: 39,008 shares; 2025Q1: 40,031 shares; 2025Q2: 37,987 shares; 2025Q3: 37,473 shares; 2025Q4: 37,323 shares 37,323 $2.01M 0.08% -150 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,908 shares; 2024Q4: 5,908 shares; 2025Q1: 6,334 shares; 2025Q2: 6,894 shares; 2025Q3: 8,019 shares; 2025Q4: 8,019 shares 8,019 $2.01M 0.08% 0 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,371 shares; 2024Q4: 5,667 shares; 2025Q1: 6,038 shares; 2025Q2: 5,803 shares; 2025Q3: 6,348 shares; 2025Q4: 6,480 shares 6,480 $1.96M 0.08% +132 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,929 shares; 2024Q4: 2,350 shares; 2025Q1: 4,550 shares; 2025Q2: 6,150 shares; 2025Q3: 6,150 shares; 2025Q4: 7,955 shares 7,955 $1.92M 0.08% +1,805 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: 16,447 shares; 2024Q4: 15,665 shares; 2025Q1: 15,838 shares; 2025Q2: 15,458 shares; 2025Q3: 13,592 shares; 2025Q4: 13,343 shares 13,343 $1.91M 0.08% -249 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,716 shares; 2024Q4: 10,759 shares; 2025Q1: 10,789 shares; 2025Q2: 10,789 shares; 2025Q3: 10,896 shares; 2025Q4: 10,896 shares 10,896 $1.91M 0.08% 0 Timeline FLOT 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: 35,727 shares; 2024Q4: 45,903 shares; 2025Q1: 47,848 shares; 2025Q2: 42,134 shares; 2025Q3: 41,824 shares; 2025Q4: 36,498 shares 36,498 $1.86M 0.08% -5,326 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,520 shares; 2024Q4: 9,271 shares; 2025Q1: 8,861 shares; 2025Q2: 8,632 shares; 2025Q3: 8,883 shares; 2025Q4: 8,268 shares 8,268 $1.85M 0.08% -615 Timeline VCIT 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: 18,915 shares; 2024Q4: 20,029 shares; 2025Q1: 20,680 shares; 2025Q2: 20,625 shares; 2025Q3: 19,929 shares; 2025Q4: 21,805 shares 21,805 $1.83M 0.08% +1,876 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: 3,531 shares; 2024Q4: 3,556 shares; 2025Q1: 3,479 shares; 2025Q2: 3,450 shares; 2025Q3: 3,392 shares; 2025Q4: 3,223 shares 3,223 $1.83M 0.08% -169 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,048 shares; 2024Q4: 4,661 shares; 2025Q1: 4,394 shares; 2025Q2: 4,405 shares; 2025Q3: 2,915 shares; 2025Q4: 2,921 shares 2,921 $1.82M 0.08% +6 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: 18,185 shares; 2024Q4: 23,702 shares; 2025Q1: 26,793 shares; 2025Q2: 38,335 shares; 2025Q3: 52,034 shares; 2025Q4: 76,196 shares 76,196 $1.78M 0.07% +24,162 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: 6,688 shares; 2024Q4: 7,062 shares; 2025Q1: 7,246 shares; 2025Q2: 7,227 shares; 2025Q3: 7,250 shares; 2025Q4: 6,911 shares 6,911 $1.78M 0.07% -339 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,201 shares; 2024Q4: 38,346 shares; 2025Q1: 38,438 shares; 2025Q2: 40,295 shares; 2025Q3: 40,535 shares; 2025Q4: 37,897 shares 37,897 $1.76M 0.07% -2,638 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,766 shares; 2024Q4: 5,816 shares; 2025Q1: 6,127 shares; 2025Q2: 6,123 shares; 2025Q3: 6,120 shares; 2025Q4: 6,098 shares 6,098 $1.76M 0.07% -22 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,906 shares; 2024Q4: 89,756 shares; 2025Q1: 89,006 shares; 2025Q2: 88,581 shares; 2025Q3: 88,626 shares; 2025Q4: 88,682 shares 88,682 $1.75M 0.07% +56 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: 50,231 shares; 2024Q4: 49,352 shares; 2025Q1: 48,315 shares; 2025Q2: 50,074 shares; 2025Q3: 51,358 shares; 2025Q4: 41,529 shares 41,529 $1.69M 0.07% -9,829 Timeline BNT BROOKFIELD WEALTH SOL LTD More: the full row for BROOKFIELD WEALTH SOL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,025 shares; 2024Q4: 26,025 shares; 2025Q1: 26,025 shares; 2025Q2: 26,025 shares; 2025Q3: 24,525 shares; 2025Q4: 36,786 shares 36,786 $1.69M 0.07% +12,261 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,853 shares; 2025Q3: 13,487 shares; 2025Q4: 16,547 shares 16,547 $1.68M 0.07% +3,060 Timeline REZ 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: 6,287 shares; 2025Q2: 12,384 shares; 2025Q3: 17,380 shares; 2025Q4: 20,268 shares 20,268 $1.67M 0.07% +2,888 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,328 shares; 2024Q4: 30,524 shares; 2025Q1: 25,919 shares; 2025Q2: 25,924 shares; 2025Q3: 26,605 shares; 2025Q4: 25,967 shares 25,967 $1.67M 0.07% -638 Timeline ONEY 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: 16,050 shares; 2024Q4: 16,499 shares; 2025Q1: 16,999 shares; 2025Q2: 17,144 shares; 2025Q3: 15,884 shares; 2025Q4: 14,431 shares 14,431 $1.64M 0.07% -1,453 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,104 shares; 2024Q4: 100,779 shares; 2025Q1: 94,173 shares; 2025Q2: 85,212 shares; 2025Q3: 82,237 shares; 2025Q4: 83,257 shares 83,257 $1.63M 0.07% +1,020 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: 11,992 shares; 2024Q4: 19,166 shares; 2025Q1: 19,158 shares; 2025Q2: 17,334 shares; 2025Q3: 17,272 shares; 2025Q4: 17,097 shares 17,097 $1.6M 0.07% -175 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: 23,327 shares; 2024Q4: 23,614 shares; 2025Q1: 23,781 shares; 2025Q2: 24,150 shares; 2025Q3: 20,084 shares; 2025Q4: 17,888 shares 17,888 $1.58M 0.07% -2,196 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,221 shares; 2024Q4: 4,221 shares; 2025Q1: 4,221 shares; 2025Q2: 4,221 shares; 2025Q3: 4,221 shares; 2025Q4: 4,221 shares 4,221 $1.58M 0.07% 0 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,050 shares; 2024Q4: 4,050 shares; 2025Q1: 4,050 shares; 2025Q2: 7,050 shares; 2025Q3: 8,800 shares; 2025Q4: 7,250 shares 7,250 $1.58M 0.07% -1,550 Timeline CSM 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: 20,446 shares; 2024Q4: 20,446 shares; 2025Q1: 20,046 shares; 2025Q2: 20,046 shares; 2025Q3: 19,714 shares; 2025Q4: 19,714 shares 19,714 $1.57M 0.07% 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: 10,606 shares; 2024Q4: 11,505 shares; 2025Q1: 10,793 shares; 2025Q2: 11,142 shares; 2025Q3: 9,948 shares; 2025Q4: 9,631 shares 9,631 $1.56M 0.06% -317 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: 16,178 shares; 2024Q4: 17,280 shares; 2025Q1: 19,070 shares; 2025Q2: 19,776 shares; 2025Q3: 19,597 shares; 2025Q4: 19,240 shares 19,240 $1.54M 0.06% -357 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: 50,640 shares; 2024Q4: 50,580 shares; 2025Q1: 56,467 shares; 2025Q2: 74,130 shares; 2025Q3: 76,379 shares; 2025Q4: 61,724 shares 61,724 $1.53M 0.06% -14,655 Timeline WWD WOODWARD INC More: the full row for WOODWARD 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 $1.51M 0.06% 0 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,927 shares; 2025Q1: 13,706 shares; 2025Q2: 14,468 shares; 2025Q3: 14,736 shares; 2025Q4: 15,468 shares 15,468 $1.5M 0.06% +732 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: 8,653 shares; 2024Q4: 7,968 shares; 2025Q1: 8,268 shares; 2025Q2: 8,268 shares; 2025Q3: 8,264 shares; 2025Q4: 9,064 shares 9,064 $1.48M 0.06% +800 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,730 shares; 2024Q4: 9,356 shares; 2025Q1: 9,986 shares; 2025Q2: 9,936 shares; 2025Q3: 7,673 shares; 2025Q4: 7,643 shares 7,643 $1.48M 0.06% -30 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,167 shares; 2024Q4: 8,167 shares; 2025Q1: 8,185 shares; 2025Q2: 8,001 shares; 2025Q3: 8,001 shares; 2025Q4: 7,001 shares 7,001 $1.45M 0.06% -1,000 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,738 shares; 2024Q4: 38,045 shares; 2025Q1: 41,753 shares; 2025Q2: 39,614 shares; 2025Q3: 38,783 shares; 2025Q4: 39,993 shares 39,993 $1.45M 0.06% +1,210 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,230 shares; 2024Q4: 33,194 shares; 2025Q1: 33,275 shares; 2025Q2: 34,082 shares; 2025Q3: 34,245 shares; 2025Q4: 28,494 shares 28,494 $1.42M 0.06% -5,751 Timeline GARP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,775 shares; 2025Q3: 16,804 shares; 2025Q4: 20,677 shares 20,677 $1.41M 0.06% +3,873 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,744 shares; 2024Q4: 9,744 shares; 2025Q1: 9,792 shares; 2025Q2: 9,112 shares; 2025Q3: 7,721 shares; 2025Q4: 7,696 shares 7,696 $1.4M 0.06% -25 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: 23,122 shares; 2024Q4: 23,501 shares; 2025Q1: 22,223 shares; 2025Q2: 22,370 shares; 2025Q3: 22,623 shares; 2025Q4: 23,619 shares 23,619 $1.39M 0.06% +996 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: 26,922 shares; 2024Q4: 20,990 shares; 2025Q1: 21,080 shares; 2025Q2: 19,371 shares; 2025Q3: 19,048 shares; 2025Q4: 18,569 shares 18,569 $1.36M 0.06% -479 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,264 shares; 2024Q4: 11,689 shares; 2025Q1: 12,880 shares; 2025Q2: 13,971 shares; 2025Q3: 14,171 shares; 2025Q4: 15,446 shares 15,446 $1.35M 0.06% +1,275 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,625 shares; 2024Q4: 13,625 shares; 2025Q1: 13,585 shares; 2025Q2: 13,604 shares; 2025Q3: 13,491 shares; 2025Q4: 13,491 shares 13,491 $1.34M 0.06% 0 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,929 shares; 2024Q4: 21,929 shares; 2025Q1: 21,929 shares; 2025Q2: 43,858 shares; 2025Q3: 33,358 shares; 2025Q4: 33,358 shares 33,358 $1.34M 0.06% 0 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,179 shares; 2024Q4: 27,983 shares; 2025Q1: 55,258 shares; 2025Q2: 56,400 shares; 2025Q3: 57,005 shares; 2025Q4: 57,005 shares 57,005 $1.33M 0.06% 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: 4,827 shares; 2024Q4: 4,802 shares; 2025Q1: 4,817 shares; 2025Q2: 4,912 shares; 2025Q3: 4,891 shares; 2025Q4: 4,891 shares 4,891 $1.33M 0.06% 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: 21,806 shares; 2024Q4: 22,018 shares; 2025Q1: 22,338 shares; 2025Q2: 22,319 shares; 2025Q3: 21,263 shares; 2025Q4: 19,788 shares 19,788 $1.33M 0.06% -1,475 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,630 shares; 2024Q4: 31,630 shares; 2025Q1: 31,445 shares; 2025Q2: 31,620 shares; 2025Q3: 30,680 shares; 2025Q4: 30,535 shares 30,535 $1.31M 0.05% -145 Timeline FLQM 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: 31,250 shares; 2024Q4: 31,103 shares; 2025Q1: 30,913 shares; 2025Q2: 29,683 shares; 2025Q3: 25,208 shares; 2025Q4: 22,918 shares 22,918 $1.29M 0.05% -2,290 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,915 shares; 2024Q4: 18,115 shares; 2025Q1: 18,615 shares; 2025Q2: 23,215 shares; 2025Q3: 25,205 shares; 2025Q4: 25,205 shares 25,205 $1.29M 0.05% 0 Timeline SCHR 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: 22,413 shares; 2024Q4: 30,302 shares; 2025Q1: 43,502 shares; 2025Q2: 48,867 shares; 2025Q3: 47,867 shares; 2025Q4: 51,340 shares 51,340 $1.29M 0.05% +3,473 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,712 shares; 2024Q4: 69,388 shares; 2025Q1: 73,779 shares; 2025Q2: 75,072 shares; 2025Q3: 64,435 shares; 2025Q4: 47,485 shares 47,485 $1.29M 0.05% -16,950 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,937 shares; 2024Q4: 11,937 shares; 2025Q1: 11,937 shares; 2025Q2: 11,937 shares; 2025Q3: 11,937 shares; 2025Q4: 11,937 shares 11,937 $1.24M 0.05% 0 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,700 shares; 2024Q4: not reported; 2025Q1: 10,000 shares; 2025Q2: 17,777 shares; 2025Q3: 23,166 shares; 2025Q4: 23,566 shares 23,566 $1.24M 0.05% +400 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: 10,659 shares; 2024Q4: 11,778 shares; 2025Q1: 11,863 shares; 2025Q2: 12,168 shares; 2025Q3: 12,630 shares; 2025Q4: 11,960 shares 11,960 $1.22M 0.05% -670 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: 15,760 shares; 2024Q4: 15,158 shares; 2025Q1: 15,164 shares; 2025Q2: 14,486 shares; 2025Q3: 13,253 shares; 2025Q4: 13,291 shares 13,291 $1.22M 0.05% +38 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,653 shares; 2025Q1: 2,560 shares; 2025Q2: 6,560 shares; 2025Q3: 6,350 shares; 2025Q4: 10,400 shares 10,400 $1.21M 0.05% +4,050 Timeline IDHQ 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: 36,610 shares; 2024Q4: 26,935 shares; 2025Q1: 22,065 shares; 2025Q2: 22,525 shares; 2025Q3: 23,340 shares; 2025Q4: 34,162 shares 34,162 $1.2M 0.05% +10,822 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,406 shares; 2024Q4: 8,406 shares; 2025Q1: 7,831 shares; 2025Q2: 7,731 shares; 2025Q3: 7,261 shares; 2025Q4: 7,261 shares 7,261 $1.19M 0.05% 0 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,038 shares; 2024Q4: 8,038 shares; 2025Q1: 9,000 shares; 2025Q2: 8,000 shares; 2025Q3: 8,000 shares; 2025Q4: 8,000 shares 8,000 $1.19M 0.05% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,689 shares; 2024Q4: 4,780 shares; 2025Q1: 4,885 shares; 2025Q2: 4,878 shares; 2025Q3: 4,788 shares; 2025Q4: 4,809 shares 4,809 $1.19M 0.05% +21 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: 11,609 shares; 2024Q4: 15,951 shares; 2025Q1: 16,808 shares; 2025Q2: 20,100 shares; 2025Q3: 21,093 shares; 2025Q4: 21,593 shares 21,593 $1.19M 0.05% +500 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,055 shares; 2024Q4: 6,547 shares; 2025Q1: 7,237 shares; 2025Q2: 7,335 shares; 2025Q3: 7,458 shares; 2025Q4: 7,353 shares 7,353 $1.18M 0.05% -105 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,024 shares; 2024Q4: 15,024 shares; 2025Q1: 15,024 shares; 2025Q2: 15,024 shares; 2025Q3: 15,024 shares; 2025Q4: 15,024 shares 15,024 $1.17M 0.05% 0 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,602 shares; 2024Q4: 16,666 shares; 2025Q1: 16,730 shares; 2025Q2: 16,730 shares; 2025Q3: 16,224 shares; 2025Q4: 14,224 shares 14,224 $1.17M 0.05% -2,000 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,804 shares; 2024Q4: 13,804 shares; 2025Q1: 14,440 shares; 2025Q2: 14,440 shares; 2025Q3: 14,077 shares; 2025Q4: 13,077 shares 13,077 $1.16M 0.05% -1,000 Timeline JSI JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,612 shares; 2025Q1: 12,580 shares; 2025Q2: 13,534 shares; 2025Q3: 16,421 shares; 2025Q4: 22,100 shares 22,100 $1.15M 0.05% +5,679 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: 24,087 shares; 2024Q4: 24,472 shares; 2025Q1: 24,830 shares; 2025Q2: 24,584 shares; 2025Q3: 24,584 shares; 2025Q4: 23,803 shares 23,803 $1.14M 0.05% -781 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: 22,940 shares; 2024Q4: 16,940 shares; 2025Q1: 16,940 shares; 2025Q2: 16,940 shares; 2025Q3: 15,940 shares; 2025Q4: 16,265 shares 16,265 $1.13M 0.05% +325 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: 6,165 shares; 2024Q4: 4,463 shares; 2025Q1: 3,113 shares; 2025Q2: 3,223 shares; 2025Q3: 3,086 shares; 2025Q4: 3,125 shares 3,125 $1.1M 0.05% +39 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,374 shares; 2025Q2: 12,140 shares; 2025Q3: 19,563 shares; 2025Q4: 26,301 shares 26,301 $1.08M 0.04% +6,738 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,620 shares; 2024Q4: 8,620 shares; 2025Q1: 8,777 shares; 2025Q2: 8,636 shares; 2025Q3: 8,636 shares; 2025Q4: 8,145 shares 8,145 $1.08M 0.04% -491 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,936 shares; 2024Q4: 4,121 shares; 2025Q1: 4,198 shares; 2025Q2: 4,672 shares; 2025Q3: 4,402 shares; 2025Q4: 3,290 shares 3,290 $1.07M 0.04% -1,112 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,586 shares; 2024Q4: 14,675 shares; 2025Q1: 14,424 shares; 2025Q2: 13,685 shares; 2025Q3: 13,275 shares; 2025Q4: 13,188 shares 13,188 $1.06M 0.04% -87 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: 22,297 shares; 2024Q4: 22,297 shares; 2025Q1: 22,477 shares; 2025Q2: 22,477 shares; 2025Q3: 22,557 shares; 2025Q4: 22,557 shares 22,557 $1.06M 0.04% 0 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,364 shares; 2024Q4: 4,709 shares; 2025Q1: 7,856 shares; 2025Q2: 9,334 shares; 2025Q3: 10,632 shares; 2025Q4: 11,055 shares 11,055 $1.04M 0.04% +423 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: 12,026 shares; 2024Q4: 11,823 shares; 2025Q1: 12,055 shares; 2025Q2: 12,173 shares; 2025Q3: 12,174 shares; 2025Q4: 10,224 shares 10,224 $1.02M 0.04% -1,950 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,472 shares; 2024Q4: 7,616 shares; 2025Q1: 6,841 shares; 2025Q2: 9,721 shares; 2025Q3: 8,802 shares; 2025Q4: 9,207 shares 9,207 $1.01M 0.04% +405 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: 7,531 shares; 2024Q4: 10,281 shares; 2025Q1: 15,877 shares; 2025Q2: 19,360 shares; 2025Q3: 20,360 shares; 2025Q4: 16,060 shares 16,060 $1M 0.04% -4,300 Timeline DAVE DAVE INC More: the full row for DAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,560 shares; 2025Q1: 4,310 shares; 2025Q2: 4,510 shares; 2025Q3: 4,510 shares; 2025Q4: 4,510 shares 4,510 $999K 0.04% 0 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: 10,599 shares; 2024Q4: 10,082 shares; 2025Q1: 9,952 shares; 2025Q2: 8,839 shares; 2025Q3: 4,140 shares; 2025Q4: 3,695 shares 3,695 $991K 0.04% -445 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,798 shares; 2024Q4: 5,798 shares; 2025Q1: 5,798 shares; 2025Q2: 5,798 shares; 2025Q3: 5,798 shares; 2025Q4: 5,798 shares 5,798 $974K 0.04% 0 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: 20,911 shares; 2024Q4: 19,211 shares; 2025Q1: 20,244 shares; 2025Q2: 23,608 shares; 2025Q3: 24,038 shares; 2025Q4: 24,181 shares 24,181 $954K 0.04% +143 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,828 shares; 2024Q4: 1,799 shares; 2025Q1: 1,810 shares; 2025Q2: 1,810 shares; 2025Q3: 1,802 shares; 2025Q4: 1,802 shares 1,802 $942K 0.04% 0 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,400 shares; 2024Q4: 6,150 shares; 2025Q1: 3,950 shares; 2025Q2: 6,250 shares; 2025Q3: 6,050 shares; 2025Q4: 6,500 shares 6,500 $941K 0.04% +450 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,800 shares; 2024Q4: 11,500 shares; 2025Q1: 11,450 shares; 2025Q2: 11,450 shares; 2025Q3: 11,175 shares; 2025Q4: 11,175 shares 11,175 $937K 0.04% 0 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: 4,648 shares; 2024Q4: 5,356 shares; 2025Q1: 5,612 shares; 2025Q2: 5,970 shares; 2025Q3: 7,747 shares; 2025Q4: 8,282 shares 8,282 $929K 0.04% +535 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,607 shares; 2024Q4: 4,607 shares; 2025Q1: 4,543 shares; 2025Q2: 4,982 shares; 2025Q3: 5,004 shares; 2025Q4: 5,005 shares 5,005 $928K 0.04% +1 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,456 shares; 2024Q4: 4,274 shares; 2025Q1: 4,372 shares; 2025Q2: 4,468 shares; 2025Q3: 4,468 shares; 2025Q4: 4,468 shares 4,468 $917K 0.04% 0 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,363 shares; 2025Q4: 11,108 shares 11,108 $914K 0.04% +5,745 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: 4,298 shares; 2024Q4: 4,046 shares; 2025Q1: 3,269 shares; 2025Q2: 3,220 shares; 2025Q3: 3,194 shares; 2025Q4: 3,136 shares 3,136 $910K 0.04% -58 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,951 shares; 2024Q4: 12,548 shares; 2025Q1: 9,264 shares; 2025Q2: 8,217 shares; 2025Q3: 4,117 shares; 2025Q4: 3,957 shares 3,957 $907K 0.04% -160 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,489 shares; 2024Q4: 6,489 shares; 2025Q1: 6,489 shares; 2025Q2: 6,489 shares; 2025Q3: 5,941 shares; 2025Q4: 5,940 shares 5,940 $899K 0.04% -1 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: 9,962 shares; 2024Q4: 9,862 shares; 2025Q1: 9,862 shares; 2025Q2: 9,862 shares; 2025Q3: 9,609 shares; 2025Q4: 9,329 shares 9,329 $898K 0.04% -280 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,884 shares; 2024Q4: 7,918 shares; 2025Q1: 5,227 shares; 2025Q2: 4,586 shares; 2025Q3: 4,586 shares; 2025Q4: 4,587 shares 4,587 $888K 0.04% +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: 59,115 shares; 2024Q4: 49,187 shares; 2025Q1: 49,396 shares; 2025Q2: 43,198 shares; 2025Q3: 40,454 shares; 2025Q4: 35,537 shares 35,537 $885K 0.04% -4,917 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,500 shares; 2024Q4: 8,500 shares; 2025Q1: 8,500 shares; 2025Q2: 8,500 shares; 2025Q3: 8,500 shares; 2025Q4: 8,000 shares 8,000 $881K 0.04% -500 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: 18,011 shares; 2024Q4: 25,207 shares; 2025Q1: 21,228 shares; 2025Q2: 21,264 shares; 2025Q3: 19,779 shares; 2025Q4: 15,095 shares 15,095 $881K 0.04% -4,684 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,239 shares; 2025Q3: 6,101 shares; 2025Q4: 12,099 shares 12,099 $879K 0.04% +5,998 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: 19,186 shares; 2024Q4: 38,672 shares; 2025Q1: 36,112 shares; 2025Q2: 32,602 shares; 2025Q3: 29,452 shares; 2025Q4: 27,488 shares 27,488 $866K 0.04% -1,964 Timeline EMBJ EMBRAER S.A. More: the full row for EMBRAER S.A. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,050 shares; 2024Q4: 9,200 shares; 2025Q1: 10,170 shares; 2025Q2: 11,545 shares; 2025Q3: 12,245 shares; 2025Q4: 13,345 shares 13,345 $860K 0.04% +1,100 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $856K 0.04% 0 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,061 shares; 2025Q2: 2,190 shares; 2025Q3: 8,402 shares; 2025Q4: 8,903 shares 8,903 $849K 0.04% +501 Timeline IGE 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: 11,087 shares; 2024Q4: 12,367 shares; 2025Q1: 15,119 shares; 2025Q2: 14,773 shares; 2025Q3: 15,966 shares; 2025Q4: 16,445 shares 16,445 $826K 0.03% +479 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: 42,130 shares; 2024Q4: 24,139 shares; 2025Q1: 25,172 shares; 2025Q2: 21,322 shares; 2025Q3: 21,218 shares; 2025Q4: 22,318 shares 22,318 $824K 0.03% +1,100 Timeline METV LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 144,700 shares; 2025Q3: 195,568 shares; 2025Q4: 43,711 shares 43,711 $821K 0.03% -151,857 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,170 shares; 2024Q4: 50,564 shares; 2025Q1: 49,989 shares; 2025Q2: 44,449 shares; 2025Q3: 42,188 shares; 2025Q4: 39,757 shares 39,757 $819K 0.03% -2,431 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,945 shares; 2024Q4: 5,850 shares; 2025Q1: 5,850 shares; 2025Q2: 5,850 shares; 2025Q3: 5,841 shares; 2025Q4: 5,841 shares 5,841 $800K 0.03% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,327 shares; 2024Q4: 2,362 shares; 2025Q1: 2,317 shares; 2025Q2: 2,460 shares; 2025Q3: 2,515 shares; 2025Q4: 2,545 shares 2,545 $797K 0.03% +30 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,218 shares; 2024Q4: 4,741 shares; 2025Q1: 5,831 shares; 2025Q2: 6,104 shares; 2025Q3: 6,544 shares; 2025Q4: 6,755 shares 6,755 $795K 0.03% +211 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,755 shares; 2025Q4: 29,535 shares 29,535 $792K 0.03% +13,780 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,287 shares; 2024Q4: 4,287 shares; 2025Q1: 4,290 shares; 2025Q2: 4,290 shares; 2025Q3: 4,290 shares; 2025Q4: 4,290 shares 4,290 $792K 0.03% 0 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,440 shares; 2024Q4: 7,314 shares; 2025Q1: 7,173 shares; 2025Q2: 7,495 shares; 2025Q3: 15,356 shares; 2025Q4: 15,895 shares 15,895 $786K 0.03% +539 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,437 shares; 2024Q4: 21,437 shares; 2025Q1: 21,709 shares; 2025Q2: 19,609 shares; 2025Q3: 16,803 shares; 2025Q4: 16,803 shares 16,803 $781K 0.03% 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: 1,847 shares; 2024Q4: 4,176 shares; 2025Q1: 4,393 shares; 2025Q2: 5,693 shares; 2025Q3: 4,189 shares; 2025Q4: 4,233 shares 4,233 $780K 0.03% +44 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,355 shares; 2024Q4: 4,150 shares; 2025Q1: 4,354 shares; 2025Q2: 4,754 shares; 2025Q3: 4,954 shares; 2025Q4: 4,854 shares 4,854 $773K 0.03% -100 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,999 shares; 2024Q4: 15,970 shares; 2025Q1: 15,972 shares; 2025Q2: 17,654 shares; 2025Q3: 16,249 shares; 2025Q4: 15,860 shares 15,860 $766K 0.03% -389 Timeline EBND 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: 40,680 shares; 2024Q4: 37,995 shares; 2025Q1: 36,574 shares; 2025Q2: 39,469 shares; 2025Q3: 37,725 shares; 2025Q4: 35,716 shares 35,716 $763K 0.03% -2,009 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: 6,371 shares; 2024Q4: 6,321 shares; 2025Q1: 6,271 shares; 2025Q2: 6,271 shares; 2025Q3: 6,271 shares; 2025Q4: 6,271 shares 6,271 $763K 0.03% 0 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares 1 $755K 0.03% 0 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: 7,358 shares; 2024Q4: 3,935 shares; 2025Q1: 3,935 shares; 2025Q2: 3,940 shares; 2025Q3: 4,243 shares; 2025Q4: 4,586 shares 4,586 $747K 0.03% +343 Timeline DFUS 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: 5,520 shares; 2024Q4: 6,484 shares; 2025Q1: 7,899 shares; 2025Q2: 8,282 shares; 2025Q3: 8,712 shares; 2025Q4: 9,932 shares 9,932 $737K 0.03% +1,220 Timeline EWZ 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: 9,176 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,086 shares; 2025Q3: not reported; 2025Q4: 22,906 shares 22,906 $730K 0.03% new Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,271 shares; 2024Q4: 4,422 shares; 2025Q1: 4,795 shares; 2025Q2: 4,813 shares; 2025Q3: 4,941 shares; 2025Q4: 5,282 shares 5,282 $722K 0.03% +341 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: 521 shares; 2024Q4: 537 shares; 2025Q1: 560 shares; 2025Q2: 570 shares; 2025Q3: 581 shares; 2025Q4: 594 shares 594 $722K 0.03% +13 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,986 shares; 2024Q4: 3,364 shares; 2025Q1: 3,382 shares; 2025Q2: 3,211 shares; 2025Q3: 2,612 shares; 2025Q4: 2,502 shares 2,502 $720K 0.03% -110 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: 40,756 shares; 2024Q4: 39,556 shares; 2025Q1: 39,233 shares; 2025Q2: 39,068 shares; 2025Q3: 33,511 shares; 2025Q4: 30,377 shares 30,377 $720K 0.03% -3,134 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,328 shares; 2024Q4: 1,250 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,141 shares; 2025Q4: 1,077 shares 1,077 $714K 0.03% -64 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,184 shares; 2024Q4: 13,154 shares; 2025Q1: 13,463 shares; 2025Q2: 13,685 shares; 2025Q3: 11,150 shares; 2025Q4: 14,201 shares 14,201 $692K 0.03% +3,051 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: 19,211 shares; 2024Q4: 18,011 shares; 2025Q1: 16,400 shares; 2025Q2: 15,460 shares; 2025Q3: 12,872 shares; 2025Q4: 12,763 shares 12,763 $688K 0.03% -109 Timeline PEN PENUMBRA INC More: the full row for PENUMBRA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,900 shares; 2024Q4: 2,900 shares; 2025Q1: 2,200 shares; 2025Q2: 2,200 shares; 2025Q3: 2,200 shares; 2025Q4: 2,200 shares 2,200 $684K 0.03% 0 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: 8,622 shares; 2024Q4: 7,432 shares; 2025Q1: 8,231 shares; 2025Q2: 8,745 shares; 2025Q3: 8,790 shares; 2025Q4: 8,779 shares 8,779 $684K 0.03% -11 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: 5,105 shares; 2024Q4: 5,331 shares; 2025Q1: 5,410 shares; 2025Q2: 5,513 shares; 2025Q3: 6,848 shares; 2025Q4: 7,047 shares 7,047 $682K 0.03% +199 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS 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: 1,751 shares; 2025Q2: 2,147 shares; 2025Q3: 2,152 shares; 2025Q4: 2,134 shares 2,134 $680K 0.03% -18 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: 3,379 shares; 2024Q4: 3,382 shares; 2025Q1: 3,317 shares; 2025Q2: 3,316 shares; 2025Q3: 3,217 shares; 2025Q4: 3,217 shares 3,217 $677K 0.03% 0 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,660 shares; 2024Q4: 5,363 shares; 2025Q1: 5,390 shares; 2025Q2: 5,365 shares; 2025Q3: 5,416 shares; 2025Q4: 5,031 shares 5,031 $672K 0.03% -385 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: 2,844 shares; 2024Q4: 2,888 shares; 2025Q1: 2,403 shares; 2025Q2: 2,313 shares; 2025Q3: 2,308 shares; 2025Q4: 4,616 shares 4,616 $665K 0.03% +2,308 Timeline 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: 3,830 shares; 2024Q4: 3,830 shares; 2025Q1: 3,830 shares; 2025Q2: 3,830 shares; 2025Q3: 3,820 shares; 2025Q4: 3,820 shares 3,820 $663K 0.03% 0 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,200 shares; 2024Q4: 18,400 shares; 2025Q1: 19,900 shares; 2025Q2: 24,900 shares; 2025Q3: 29,900 shares; 2025Q4: 27,900 shares 27,900 $658K 0.03% -2,000 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,174 shares; 2024Q4: 10,174 shares; 2025Q1: 9,607 shares; 2025Q2: 9,513 shares; 2025Q3: 9,389 shares; 2025Q4: 8,287 shares 8,287 $656K 0.03% -1,102 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,851 shares; 2024Q4: 9,351 shares; 2025Q1: 9,333 shares; 2025Q2: 8,812 shares; 2025Q3: 7,399 shares; 2025Q4: 6,490 shares 6,490 $654K 0.03% -909 Timeline RYN RAYONIER INC More: the full row for RAYONIER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,204 shares; 2024Q4: 28,204 shares; 2025Q1: 30,351 shares; 2025Q2: 30,351 shares; 2025Q3: 29,234 shares; 2025Q4: 29,830 shares 29,830 $646K 0.03% +596 Timeline SQM SOCIEDAD QUIMICA Y MINERA DE More: the full row for SOCIEDAD QUIMICA Y MINERA DE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,185 shares; 2025Q2: 7,960 shares; 2025Q3: 9,060 shares; 2025Q4: 9,245 shares 9,245 $636K 0.03% +185 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,113 shares; 2024Q4: 4,113 shares; 2025Q1: 4,096 shares; 2025Q2: 4,069 shares; 2025Q3: 4,069 shares; 2025Q4: 3,972 shares 3,972 $632K 0.03% -97 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,936 shares; 2024Q4: 2,430 shares; 2025Q1: 3,508 shares; 2025Q2: 3,266 shares; 2025Q3: 3,204 shares; 2025Q4: 2,993 shares 2,993 $632K 0.03% -211 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: 2,296 shares; 2024Q4: 2,296 shares; 2025Q1: 2,272 shares; 2025Q2: 2,192 shares; 2025Q3: 2,192 shares; 2025Q4: 2,172 shares 2,172 $630K 0.03% -20 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,386 shares; 2024Q4: 2,386 shares; 2025Q1: 2,386 shares; 2025Q2: 2,386 shares; 2025Q3: 2,386 shares; 2025Q4: 2,386 shares 2,386 $628K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,821 shares; 2025Q3: 5,471 shares; 2025Q4: 9,276 shares 9,276 $625K 0.03% +3,805 Timeline GIL GILDAN ACTIVEWEAR INC More: the full row for GILDAN ACTIVEWEAR INC 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: 10,000 shares; 2025Q4: 10,000 shares 10,000 $625K 0.03% 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: 1,818 shares; 2024Q4: 2,468 shares; 2025Q1: 2,894 shares; 2025Q2: 2,287 shares; 2025Q3: 2,201 shares; 2025Q4: 2,340 shares 2,340 $621K 0.03% +139 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,465 shares; 2025Q1: 3,330 shares; 2025Q2: 4,545 shares; 2025Q3: 4,223 shares; 2025Q4: 3,829 shares 3,829 $620K 0.03% -394 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: 622 shares; 2024Q4: 658 shares; 2025Q1: 668 shares; 2025Q2: 684 shares; 2025Q3: 684 shares; 2025Q4: 6,598 shares 6,598 $619K 0.03% +5,914 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: 17,890 shares; 2025Q3: 29,575 shares; 2025Q4: 23,785 shares 23,785 $617K 0.03% -5,790 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,183 shares; 2024Q4: 2,183 shares; 2025Q1: 2,084 shares; 2025Q2: 2,101 shares; 2025Q3: 2,117 shares; 2025Q4: 2,062 shares 2,062 $615K 0.03% -55 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: not reported; 2025Q2: 20,105 shares; 2025Q3: 29,115 shares; 2025Q4: 23,390 shares 23,390 $610K 0.03% -5,725 Timeline ENOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,159 shares 21,159 $609K 0.03% new Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,635 shares; 2024Q4: 1,784 shares; 2025Q1: 1,844 shares; 2025Q2: 1,844 shares; 2025Q3: 1,897 shares; 2025Q4: 1,897 shares 1,897 $604K 0.03% 0 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: 5,248 shares; 2024Q4: 5,248 shares; 2025Q1: 5,248 shares; 2025Q2: 5,248 shares; 2025Q3: 3,850 shares; 2025Q4: 4,276 shares 4,276 $604K 0.03% +426 Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,021 shares; 2024Q4: 4,021 shares; 2025Q1: 3,018 shares; 2025Q2: 3,018 shares; 2025Q3: 3,018 shares; 2025Q4: 3,018 shares 3,018 $602K 0.03% 0 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,916 shares; 2025Q4: 5,349 shares 5,349 $587K 0.02% +1,433 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,429 shares; 2024Q4: 1,429 shares; 2025Q1: 1,429 shares; 2025Q2: 1,449 shares; 2025Q3: 1,523 shares; 2025Q4: 1,523 shares 1,523 $586K 0.02% 0 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: 19,764 shares; 2024Q4: 20,650 shares; 2025Q1: 20,169 shares; 2025Q2: 18,838 shares; 2025Q3: 12,991 shares; 2025Q4: 11,884 shares 11,884 $585K 0.02% -1,107 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 276 shares; 2024Q4: 268 shares; 2025Q1: 268 shares; 2025Q2: 272 shares; 2025Q3: 272 shares; 2025Q4: 272 shares 272 $585K 0.02% 0 Timeline BIL 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: 2,925 shares; 2024Q4: 6,191 shares; 2025Q1: 6,199 shares; 2025Q2: 6,478 shares; 2025Q3: 6,419 shares; 2025Q4: 6,351 shares 6,351 $580K 0.02% -68 Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,065 shares; 2024Q4: 11,065 shares; 2025Q1: 10,910 shares; 2025Q2: 10,565 shares; 2025Q3: 10,245 shares; 2025Q4: 10,065 shares 10,065 $576K 0.02% -180 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,608 shares; 2024Q4: 9,856 shares; 2025Q1: 8,682 shares; 2025Q2: 10,786 shares; 2025Q3: 10,149 shares; 2025Q4: 10,579 shares 10,579 $572K 0.02% +430 Timeline PDBA INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,852 shares; 2024Q4: 11,409 shares; 2025Q1: 14,524 shares; 2025Q2: 14,842 shares; 2025Q3: 15,970 shares; 2025Q4: 16,812 shares 16,812 $572K 0.02% +842 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: 1,913 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,913 shares; 2025Q3: 2,023 shares; 2025Q4: 2,067 shares 2,067 $571K 0.02% +44 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,575 shares; 2025Q1: 4,645 shares; 2025Q2: 4,985 shares; 2025Q3: 4,290 shares; 2025Q4: 4,390 shares 4,390 $567K 0.02% +100 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: 2,443 shares; 2024Q4: 2,443 shares; 2025Q1: 2,670 shares; 2025Q2: 2,741 shares; 2025Q3: 2,697 shares; 2025Q4: 2,689 shares 2,689 $561K 0.02% -8 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: 457 shares; 2024Q4: 497 shares; 2025Q1: 515 shares; 2025Q2: 565 shares; 2025Q3: 565 shares; 2025Q4: 685 shares 685 $554K 0.02% +120 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: 9,963 shares; 2024Q4: 7,700 shares; 2025Q1: 7,327 shares; 2025Q2: 7,887 shares; 2025Q3: 7,889 shares; 2025Q4: 6,860 shares 6,860 $544K 0.02% -1,029 Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,439 shares; 2024Q4: 7,439 shares; 2025Q1: 7,131 shares; 2025Q2: 7,131 shares; 2025Q3: 7,131 shares; 2025Q4: 7,131 shares 7,131 $539K 0.02% 0 Timeline ABBNY ABB LTD-SPON ADR More: the full row for ABB LTD-SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,463 shares; 2025Q1: 6,222 shares; 2025Q2: 6,472 shares; 2025Q3: 6,472 shares; 2025Q4: 7,222 shares 7,222 $534K 0.02% +750 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,400 shares; 2025Q1: 5,150 shares; 2025Q2: 8,975 shares; 2025Q3: 18,250 shares; 2025Q4: 7,800 shares 7,800 $533K 0.02% -10,450 Timeline IBTK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,725 shares; 2025Q3: 20,055 shares; 2025Q4: 26,711 shares 26,711 $530K 0.02% +6,656 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,022 shares; 2024Q4: 11,602 shares; 2025Q1: 10,890 shares; 2025Q2: 10,804 shares; 2025Q3: 10,715 shares; 2025Q4: 9,635 shares 9,635 $523K 0.02% -1,080 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS 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: 24,790 shares; 2025Q2: 28,165 shares; 2025Q3: 28,215 shares; 2025Q4: 31,215 shares 31,215 $523K 0.02% +3,000 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,971 shares; 2025Q4: 10,804 shares 10,804 $520K 0.02% +833 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,516 shares; 2024Q4: 10,498 shares; 2025Q1: 10,498 shares; 2025Q2: 10,450 shares; 2025Q3: 9,888 shares; 2025Q4: 9,899 shares 9,899 $519K 0.02% +11 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: not reported; 2025Q2: 12,995 shares; 2025Q3: 16,865 shares; 2025Q4: 23,470 shares 23,470 $518K 0.02% +6,605 Timeline TBIL 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: 8,654 shares; 2024Q4: 8,418 shares; 2025Q1: 9,918 shares; 2025Q2: 10,355 shares; 2025Q3: 10,355 shares; 2025Q4: 10,355 shares 10,355 $517K 0.02% 0 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK 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: 4,085 shares; 2025Q2: 4,085 shares; 2025Q3: 10,662 shares; 2025Q4: 14,082 shares 14,082 $515K 0.02% +3,420 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,622 shares; 2024Q4: 2,601 shares; 2025Q1: 2,556 shares; 2025Q2: 2,556 shares; 2025Q3: 2,594 shares; 2025Q4: 2,576 shares 2,576 $514K 0.02% -18 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,715 shares; 2025Q2: 2,532 shares; 2025Q3: 2,794 shares; 2025Q4: 3,299 shares 3,299 $512K 0.02% +505 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,785 shares; 2025Q3: 3,777 shares; 2025Q4: 3,892 shares 3,892 $510K 0.02% +115 Timeline GENI GENIUS SPORTS LIMITED More: the full row for GENIUS SPORTS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,625 shares; 2025Q2: 30,548 shares; 2025Q3: 35,158 shares; 2025Q4: 46,083 shares 46,083 $508K 0.02% +10,925 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,100 shares; 2024Q4: 2,133 shares; 2025Q1: 2,100 shares; 2025Q2: 2,103 shares; 2025Q3: 2,103 shares; 2025Q4: 2,103 shares 2,103 $507K 0.02% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,658 shares; 2024Q4: 6,637 shares; 2025Q1: 6,205 shares; 2025Q2: 5,942 shares; 2025Q3: 5,604 shares; 2025Q4: 5,143 shares 5,143 $503K 0.02% -461 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,435 shares; 2024Q4: 37,946 shares; 2025Q1: 34,065 shares; 2025Q2: 27,819 shares; 2025Q3: 24,605 shares; 2025Q4: 21,805 shares 21,805 $502K 0.02% -2,800 Timeline MOO 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: 10,158 shares; 2024Q4: 8,322 shares; 2025Q1: 7,179 shares; 2025Q2: 7,167 shares; 2025Q3: 6,848 shares; 2025Q4: 6,868 shares 6,868 $500K 0.02% +20 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,000 shares; 2025Q4: 7,000 shares 7,000 $500K 0.02% 0 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: 27,563 shares; 2024Q4: 23,279 shares; 2025Q1: 20,105 shares; 2025Q2: 18,687 shares; 2025Q3: 17,483 shares; 2025Q4: 16,671 shares 16,671 $498K 0.02% -812 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,319 shares; 2024Q4: 5,374 shares; 2025Q1: 6,839 shares; 2025Q2: 6,099 shares; 2025Q3: 5,299 shares; 2025Q4: 4,884 shares 4,884 $498K 0.02% -415 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,020 shares; 2024Q4: 3,230 shares; 2025Q1: not reported; 2025Q2: 4,080 shares; 2025Q3: 5,087 shares; 2025Q4: 6,587 shares 6,587 $493K 0.02% +1,500 Timeline SPSB 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: 9,875 shares; 2025Q3: 11,630 shares; 2025Q4: 16,230 shares 16,230 $490K 0.02% +4,600 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,480 shares; 2024Q4: 2,480 shares; 2025Q1: 2,425 shares; 2025Q2: 2,623 shares; 2025Q3: 2,623 shares; 2025Q4: 2,623 shares 2,623 $483K 0.02% 0 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,518 shares; 2025Q4: 3,464 shares 3,464 $480K 0.02% +946 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: 786 shares; 2024Q4: 786 shares; 2025Q1: 722 shares; 2025Q2: 670 shares; 2025Q3: 666 shares; 2025Q4: 581 shares 581 $477K 0.02% -85 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: 2,231 shares; 2024Q4: 2,263 shares; 2025Q1: 1,847 shares; 2025Q2: 1,852 shares; 2025Q3: 1,907 shares; 2025Q4: 2,187 shares 2,187 $475K 0.02% +280 Timeline VIST VISTA ENERGY S.A.B. DE C.V. More: the full row for VISTA ENERGY S.A.B. DE C.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: 5,300 shares; 2025Q3: 8,680 shares; 2025Q4: 9,730 shares 9,730 $473K 0.02% +1,050 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,568 shares; 2024Q4: 1,837 shares; 2025Q1: 1,863 shares; 2025Q2: 1,893 shares; 2025Q3: 2,246 shares; 2025Q4: 2,247 shares 2,247 $470K 0.02% +1 Timeline MT ARCELORMITTAL SA LUXEMBOURG More: the full row for ARCELORMITTAL SA LUXEMBOURG 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: 10,297 shares 10,297 $469K 0.02% new Timeline AMTM AMENTUM HOLDINGS INC More: the full row for AMENTUM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,614 shares; 2025Q2: 16,138 shares; 2025Q3: 16,137 shares; 2025Q4: 16,137 shares 16,137 $468K 0.02% 0 Timeline IYY 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: 2,818 shares; 2024Q4: 2,818 shares; 2025Q1: 2,818 shares; 2025Q2: 2,818 shares; 2025Q3: 2,818 shares; 2025Q4: 2,818 shares 2,818 $467K 0.02% 0 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,241 shares; 2024Q4: 5,778 shares; 2025Q1: 6,289 shares; 2025Q2: 11,294 shares; 2025Q3: 11,294 shares; 2025Q4: 11,289 shares 11,289 $467K 0.02% -5 Timeline SR SPIRE INC More: the full row for SPIRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,510 shares 5,510 $461K 0.02% new Timeline YEAR AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,044 shares; 2024Q4: 11,864 shares; 2025Q1: 9,680 shares; 2025Q2: 9,330 shares; 2025Q3: 9,794 shares; 2025Q4: 9,094 shares 9,094 $461K 0.02% -700 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,710 shares; 2025Q3: 1,887 shares; 2025Q4: 1,887 shares 1,887 $457K 0.02% 0 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,845 shares; 2024Q4: 4,845 shares; 2025Q1: 4,845 shares; 2025Q2: 4,845 shares; 2025Q3: 4,845 shares; 2025Q4: 4,845 shares 4,845 $455K 0.02% 0 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: 25,229 shares; 2024Q4: 25,229 shares; 2025Q1: 28,743 shares; 2025Q2: 28,745 shares; 2025Q3: 28,775 shares; 2025Q4: 27,550 shares 27,550 $454K 0.02% -1,225 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 145 shares; 2025Q2: 135 shares; 2025Q3: 132 shares; 2025Q4: 132 shares 132 $448K 0.02% 0 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,368 shares; 2024Q4: 3,368 shares; 2025Q1: 3,167 shares; 2025Q2: 3,657 shares; 2025Q3: 4,074 shares; 2025Q4: 3,509 shares 3,509 $447K 0.02% -565 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: 6,001 shares; 2024Q4: 6,001 shares; 2025Q1: 6,200 shares; 2025Q2: 10,374 shares; 2025Q3: 11,108 shares; 2025Q4: 8,998 shares 8,998 $447K 0.02% -2,110 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,166 shares; 2024Q4: 5,667 shares; 2025Q1: 5,926 shares; 2025Q2: 5,634 shares; 2025Q3: 5,636 shares; 2025Q4: 5,987 shares 5,987 $441K 0.02% +351 Timeline IBTL 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: 12,665 shares; 2025Q3: 21,495 shares; 2025Q4: 21,495 shares 21,495 $441K 0.02% 0 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,167 shares; 2024Q4: 6,244 shares; 2025Q1: 6,239 shares; 2025Q2: 6,241 shares; 2025Q3: 4,793 shares; 2025Q4: 5,046 shares 5,046 $439K 0.02% +253 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,560 shares; 2024Q4: 7,800 shares; 2025Q1: 7,800 shares; 2025Q2: 7,800 shares; 2025Q3: 8,030 shares; 2025Q4: 8,781 shares 8,781 $439K 0.02% +751 Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34,101 shares; 2025Q3: 45,121 shares; 2025Q4: 9,871 shares 9,871 $439K 0.02% -35,250 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 793 shares; 2024Q4: 793 shares; 2025Q1: 844 shares; 2025Q2: 893 shares; 2025Q3: 893 shares; 2025Q4: 893 shares 893 $438K 0.02% 0 Timeline TOPT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,812 shares 13,812 $431K 0.02% new Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,302 shares; 2024Q4: 9,759 shares; 2025Q1: 9,799 shares; 2025Q2: 9,595 shares; 2025Q3: 7,507 shares; 2025Q4: 7,341 shares 7,341 $430K 0.02% -166 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,509 shares; 2025Q3: 19,617 shares; 2025Q4: 36,617 shares 36,617 $430K 0.02% +17,000 Timeline UVE UNIVERSAL INS HLDGS INC More: the full row for UNIVERSAL INS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,579 shares; 2025Q2: 10,362 shares; 2025Q3: 11,482 shares; 2025Q4: 12,707 shares 12,707 $429K 0.02% +1,225 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE 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: 115 shares; 2025Q2: 143 shares; 2025Q3: 329 shares; 2025Q4: 212 shares 212 $427K 0.02% -117 Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA 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: 18,050 shares 18,050 $427K 0.02% new Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,976 shares; 2024Q4: 3,976 shares; 2025Q1: 3,976 shares; 2025Q2: 4,088 shares; 2025Q3: 4,088 shares; 2025Q4: 4,088 shares 4,088 $426K 0.02% 0 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,186 shares; 2024Q4: 9,245 shares; 2025Q1: 9,170 shares; 2025Q2: 8,513 shares; 2025Q3: 8,346 shares; 2025Q4: 8,394 shares 8,394 $425K 0.02% +48 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,811 shares; 2024Q4: 3,783 shares; 2025Q1: 4,585 shares; 2025Q2: 5,207 shares; 2025Q3: 4,769 shares; 2025Q4: 9,490 shares 9,490 $424K 0.02% +4,721 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,197 shares; 2024Q4: 6,197 shares; 2025Q1: 6,851 shares; 2025Q2: 5,277 shares; 2025Q3: 5,277 shares; 2025Q4: 5,277 shares 5,277 $424K 0.02% 0 Timeline MSM MSC INDL DIRECT INC More: the full row for MSC INDL DIRECT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,100 shares; 2024Q4: 5,100 shares; 2025Q1: 5,100 shares; 2025Q2: 5,021 shares; 2025Q3: 5,021 shares; 2025Q4: 5,021 shares 5,021 $422K 0.02% 0 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: 10,860 shares; 2025Q3: 17,725 shares; 2025Q4: 19,615 shares 19,615 $415K 0.02% +1,890 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,595 shares; 2024Q4: 2,089 shares; 2025Q1: 2,071 shares; 2025Q2: 2,081 shares; 2025Q3: 1,981 shares; 2025Q4: 1,991 shares 1,991 $413K 0.02% +10 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,585 shares; 2024Q4: 3,160 shares; 2025Q1: 3,804 shares; 2025Q2: 4,045 shares; 2025Q3: 4,062 shares; 2025Q4: 3,538 shares 3,538 $408K 0.02% -524 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC 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: 3,400 shares; 2025Q4: 3,000 shares 3,000 $406K 0.02% -400 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,440 shares; 2025Q1: 5,210 shares; 2025Q2: 5,395 shares; 2025Q3: 6,595 shares; 2025Q4: 3,695 shares 3,695 $404K 0.02% -2,900 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: 3,431 shares; 2024Q4: 3,834 shares; 2025Q1: 3,838 shares; 2025Q2: 4,085 shares; 2025Q3: 2,608 shares; 2025Q4: 2,608 shares 2,608 $401K 0.02% 0 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,992 shares; 2024Q4: 21,517 shares; 2025Q1: 21,517 shares; 2025Q2: 20,767 shares; 2025Q3: 10,767 shares; 2025Q4: 10,763 shares 10,763 $394K 0.02% -4 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,035 shares; 2024Q4: 5,861 shares; 2025Q1: 6,061 shares; 2025Q2: 6,061 shares; 2025Q3: 6,061 shares; 2025Q4: 6,061 shares 6,061 $394K 0.02% 0 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,440 shares; 2024Q4: 2,126 shares; 2025Q1: 1,139 shares; 2025Q2: 1,163 shares; 2025Q3: 1,138 shares; 2025Q4: 1,138 shares 1,138 $392K 0.02% 0 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,673 shares; 2025Q3: 2,115 shares; 2025Q4: 3,087 shares 3,087 $389K 0.02% +972 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,958 shares; 2025Q2: 2,800 shares; 2025Q3: 2,800 shares; 2025Q4: 2,800 shares 2,800 $382K 0.02% 0 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,295 shares; 2024Q4: 7,970 shares; 2025Q1: 7,900 shares; 2025Q2: 4,495 shares; 2025Q3: 3,795 shares; 2025Q4: 3,345 shares 3,345 $381K 0.02% -450 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,519 shares; 2024Q4: 11,128 shares; 2025Q1: 11,215 shares; 2025Q2: 9,432 shares; 2025Q3: 8,432 shares; 2025Q4: 6,432 shares 6,432 $378K 0.02% -2,000 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,553 shares 4,553 $372K 0.02% new Timeline SCHK SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,970 shares; 2024Q4: 13,740 shares; 2025Q1: 13,495 shares; 2025Q2: 13,445 shares; 2025Q3: 13,245 shares; 2025Q4: 11,325 shares 11,325 $371K 0.02% -1,920 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,716 shares; 2024Q4: 4,862 shares; 2025Q1: 4,863 shares; 2025Q2: 4,864 shares; 2025Q3: 5,225 shares; 2025Q4: 6,119 shares 6,119 $368K 0.02% +894 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,985 shares; 2024Q4: 2,740 shares; 2025Q1: 2,740 shares; 2025Q2: 2,740 shares; 2025Q3: 2,740 shares; 2025Q4: 2,776 shares 2,776 $367K 0.02% +36 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 685 shares; 2024Q4: 644 shares; 2025Q1: not reported; 2025Q2: 617 shares; 2025Q3: 718 shares; 2025Q4: 718 shares 718 $367K 0.02% 0 Timeline IUSV 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: 3,714 shares; 2024Q4: 3,663 shares; 2025Q1: 3,623 shares; 2025Q2: 3,623 shares; 2025Q3: 3,523 shares; 2025Q4: 3,523 shares 3,523 $361K 0.02% 0 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED 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 reported; 2025Q4: 7,334 shares 7,334 $356K 0.01% new Timeline AIQ 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: 5,264 shares; 2025Q4: 6,979 shares 6,979 $355K 0.01% +1,715 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN 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: 2,874 shares; 2025Q4: 2,674 shares 2,674 $355K 0.01% -200 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 411 shares; 2025Q1: 387 shares; 2025Q2: 367 shares; 2025Q3: 367 shares; 2025Q4: 329 shares 329 $352K 0.01% -38 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: 2,513 shares; 2025Q4: 2,577 shares 2,577 $349K 0.01% +64 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,122 shares; 2024Q4: 5,122 shares; 2025Q1: 5,070 shares; 2025Q2: 5,070 shares; 2025Q3: 5,070 shares; 2025Q4: 5,070 shares 5,070 $348K 0.01% 0 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,942 shares; 2024Q4: 1,660 shares; 2025Q1: 1,682 shares; 2025Q2: 1,722 shares; 2025Q3: 1,639 shares; 2025Q4: 1,524 shares 1,524 $347K 0.01% -115 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 208 shares; 2024Q4: 208 shares; 2025Q1: 213 shares; 2025Q2: 206 shares; 2025Q3: 56 shares; 2025Q4: 47 shares 47 $343K 0.01% -9 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,103 shares; 2024Q4: 6,106 shares; 2025Q1: 5,506 shares; 2025Q2: 4,410 shares; 2025Q3: 4,375 shares; 2025Q4: 4,285 shares 4,285 $338K 0.01% -90 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,700 shares; 2024Q4: 1,700 shares; 2025Q1: 1,700 shares; 2025Q2: 1,700 shares; 2025Q3: 1,700 shares; 2025Q4: 1,700 shares 1,700 $337K 0.01% 0 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 217 shares; 2024Q4: 217 shares; 2025Q1: 217 shares; 2025Q2: 2,166 shares; 2025Q3: 2,166 shares; 2025Q4: 2,166 shares 2,166 $332K 0.01% 0 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,171 shares; 2024Q4: 3,177 shares; 2025Q1: 2,994 shares; 2025Q2: 2,678 shares; 2025Q3: 2,679 shares; 2025Q4: 2,659 shares 2,659 $330K 0.01% -20 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,926 shares; 2024Q4: 10,946 shares; 2025Q1: 10,985 shares; 2025Q2: 10,974 shares; 2025Q3: 9,963 shares; 2025Q4: 8,079 shares 8,079 $325K 0.01% -1,884 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 266 shares; 2024Q4: 266 shares; 2025Q1: 270 shares; 2025Q2: 3,645 shares; 2025Q3: 3,350 shares; 2025Q4: 3,545 shares 3,545 $323K 0.01% +195 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: 5,513 shares; 2024Q4: 5,487 shares; 2025Q1: 5,685 shares; 2025Q2: 5,685 shares; 2025Q3: 3,363 shares; 2025Q4: 3,363 shares 3,363 $323K 0.01% 0 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,393 shares; 2024Q4: 2,500 shares; 2025Q1: 2,208 shares; 2025Q2: 2,122 shares; 2025Q3: 2,076 shares; 2025Q4: 1,737 shares 1,737 $321K 0.01% -339 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,111 shares; 2024Q4: 1,111 shares; 2025Q1: 1,126 shares; 2025Q2: 1,130 shares; 2025Q3: 912 shares; 2025Q4: 912 shares 912 $321K 0.01% 0 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,448 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,030 shares; 2025Q3: not reported; 2025Q4: 3,198 shares 3,198 $320K 0.01% new 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: not reported; 2025Q2: 2,597 shares; 2025Q3: 2,617 shares; 2025Q4: 2,630 shares 2,630 $316K 0.01% +13 Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,484 shares; 2025Q3: 4,994 shares; 2025Q4: 5,348 shares 5,348 $316K 0.01% +354 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,362 shares; 2024Q4: not reported; 2025Q1: 3,455 shares; 2025Q2: 3,455 shares; 2025Q3: 3,462 shares; 2025Q4: 3,350 shares 3,350 $316K 0.01% -112 Timeline PALC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,299 shares; 2024Q4: 34,516 shares; 2025Q1: 31,341 shares; 2025Q2: 20,627 shares; 2025Q3: 9,763 shares; 2025Q4: 6,002 shares 6,002 $315K 0.01% -3,761 Timeline LEMB 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: 7,037 shares; 2024Q4: 7,037 shares; 2025Q1: 7,053 shares; 2025Q2: 7,137 shares; 2025Q3: 7,232 shares; 2025Q4: 7,526 shares 7,526 $313K 0.01% +294 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,473 shares 6,473 $312K 0.01% new Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,548 shares; 2025Q1: 3,348 shares; 2025Q2: 3,348 shares; 2025Q3: 3,348 shares; 2025Q4: 2,348 shares 2,348 $308K 0.01% -1,000 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,700 shares; 2024Q4: 1,700 shares; 2025Q1: 1,700 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,659 shares 1,659 $308K 0.01% +59 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 878 shares; 2024Q4: 873 shares; 2025Q1: 919 shares; 2025Q2: 1,063 shares; 2025Q3: 1,103 shares; 2025Q4: 1,109 shares 1,109 $305K 0.01% +6 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D 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 shares; 2025Q3: 146 shares; 2025Q4: 141 shares 141 $303K 0.01% -5 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,923 shares; 2024Q4: 3,473 shares; 2025Q1: 3,473 shares; 2025Q2: 3,526 shares; 2025Q3: 3,525 shares; 2025Q4: 3,525 shares 3,525 $301K 0.01% 0 Timeline SUSA 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: 2,150 shares; 2024Q4: 2,150 shares; 2025Q1: 2,150 shares; 2025Q2: 2,150 shares; 2025Q3: 2,150 shares; 2025Q4: 2,150 shares 2,150 $300K 0.01% 0 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: 4,475 shares; 2024Q4: 4,870 shares; 2025Q1: 4,136 shares; 2025Q2: 3,243 shares; 2025Q3: 3,103 shares; 2025Q4: 2,437 shares 2,437 $299K 0.01% -666 Timeline VVV VALVOLINE INC More: the full row for VALVOLINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,236 shares; 2024Q4: 10,236 shares; 2025Q1: 10,236 shares; 2025Q2: 10,236 shares; 2025Q3: 10,236 shares; 2025Q4: 10,236 shares 10,236 $297K 0.01% 0 Timeline