QLTY GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 89,183 shares; 2025Q3: 3,145,815 shares; 2025Q4: 3,493,784 shares 3,493,784 $134M 14.43% +347,969 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: 739,869 shares; 2024Q4: 818,646 shares; 2025Q1: 776,687 shares; 2025Q2: 109,695 shares; 2025Q3: 380,708 shares; 2025Q4: 380,708 shares 380,708 $82.8M 8.89% 0 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: 42,464 shares; 2024Q4: 38,497 shares; 2025Q1: 38,724 shares; 2025Q2: 24,030 shares; 2025Q3: 38,412 shares; 2025Q4: 59,494 shares 59,494 $40.7M 4.38% +21,082 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: 147,941 shares; 2024Q4: 172,411 shares; 2025Q1: 188,425 shares; 2025Q2: 24,312 shares; 2025Q3: 117,259 shares; 2025Q4: 126,601 shares 126,601 $34.4M 3.7% +9,342 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: 88,021 shares; 2024Q4: 90,961 shares; 2025Q1: 90,394 shares; 2025Q2: 30,467 shares; 2025Q3: 89,578 shares; 2025Q4: 89,307 shares 89,307 $33.4M 3.58% -271 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: 192,864 shares; 2024Q4: 204,659 shares; 2025Q1: 215,758 shares; 2025Q2: 24,304 shares; 2025Q3: 224,564 shares; 2025Q4: 270,302 shares 270,302 $32.5M 3.49% +45,738 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: 37,468 shares; 2024Q4: 38,932 shares; 2025Q1: 40,306 shares; 2025Q2: 24,517 shares; 2025Q3: 39,675 shares; 2025Q4: 39,879 shares 39,879 $27.2M 2.92% +204 Timeline VERX VERTEX INC More: the full row for VERTEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,163,058 shares; 2024Q4: 1,397,779 shares; 2025Q1: 1,323,779 shares; 2025Q2: 47,482 shares; 2025Q3: 1,343,779 shares; 2025Q4: 1,343,839 shares 1,343,839 $26.8M 2.88% +60 Timeline GQGU ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III 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: 133,806 shares; 2025Q4: 835,454 shares 835,454 $20.7M 2.22% +701,648 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: 230,917 shares; 2024Q4: 228,528 shares; 2025Q1: 229,995 shares; 2025Q2: 20,593 shares; 2025Q3: 216,908 shares; 2025Q4: 210,902 shares 210,902 $20.3M 2.18% -6,006 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: 35,656 shares; 2024Q4: 36,914 shares; 2025Q1: 35,717 shares; 2025Q2: 20,693 shares; 2025Q3: 27,831 shares; 2025Q4: 29,120 shares 29,120 $19.2M 2.06% +1,289 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: 77,402 shares; 2024Q4: 79,597 shares; 2025Q1: 83,937 shares; 2025Q2: not reported; 2025Q3: 55,470 shares; 2025Q4: 58,982 shares 58,982 $18.5M 1.98% +3,512 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: 57,266 shares; 2024Q4: 61,773 shares; 2025Q1: 63,714 shares; 2025Q2: 12,310 shares; 2025Q3: 27,962 shares; 2025Q4: 31,719 shares 31,719 $15.3M 1.65% +3,757 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: 52,272 shares; 2024Q4: 52,285 shares; 2025Q1: 52,594 shares; 2025Q2: 12,995 shares; 2025Q3: 51,325 shares; 2025Q4: 102,796 shares 102,796 $14.8M 1.59% +51,471 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: 20,211 shares; 2024Q4: 21,681 shares; 2025Q1: 23,764 shares; 2025Q2: 12,896 shares; 2025Q3: 17,385 shares; 2025Q4: 23,312 shares 23,312 $14.6M 1.57% +5,927 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: 79,959 shares; 2024Q4: 87,259 shares; 2025Q1: 87,256 shares; 2025Q2: 12,511 shares; 2025Q3: 56,658 shares; 2025Q4: 62,024 shares 62,024 $14.3M 1.54% +5,366 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: 1,514 shares; 2024Q4: 2,675 shares; 2025Q1: 12,972 shares; 2025Q2: not reported; 2025Q3: 16,975 shares; 2025Q4: 38,405 shares 38,405 $12.9M 1.38% +21,430 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: 24,348 shares; 2024Q4: 25,952 shares; 2025Q1: 25,918 shares; 2025Q2: not reported; 2025Q3: 22,228 shares; 2025Q4: 23,715 shares 23,715 $11.9M 1.28% +1,487 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,748 shares; 2024Q4: 119,002 shares; 2025Q1: 124,712 shares; 2025Q2: not reported; 2025Q3: 44,383 shares; 2025Q4: 58,598 shares 58,598 $10.9M 1.17% +14,215 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: 16,781 shares; 2024Q4: 18,883 shares; 2025Q1: 15,848 shares; 2025Q2: not reported; 2025Q3: 16,089 shares; 2025Q4: 16,491 shares 16,491 $10.1M 1.09% +402 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,814,289 shares 9,814,289 $9.81M 1.05% new Timeline CVLC MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 115,572 shares 115,572 $9.74M 1.05% new 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: 17,065 shares; 2024Q4: 17,072 shares; 2025Q1: 17,082 shares; 2025Q2: not reported; 2025Q3: 17,097 shares; 2025Q4: 15,922 shares 15,922 $9.61M 1.03% -1,175 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 238,363 shares; 2024Q4: 238,363 shares; 2025Q1: 238,363 shares; 2025Q2: 8,543 shares; 2025Q3: 238,363 shares; 2025Q4: 238,363 shares 238,363 $9.44M 1.01% 0 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,400 shares; 2024Q4: 34,404 shares; 2025Q1: 29,050 shares; 2025Q2: not reported; 2025Q3: 27,708 shares; 2025Q4: 27,418 shares 27,418 $9.4M 1.01% -290 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: 51,981 shares; 2024Q4: 54,715 shares; 2025Q1: 74,016 shares; 2025Q2: not reported; 2025Q3: 45,436 shares; 2025Q4: 117,655 shares 117,655 $8.88M 0.95% +72,219 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: 39,535 shares; 2024Q4: 46,012 shares; 2025Q1: 43,908 shares; 2025Q2: not reported; 2025Q3: 24,952 shares; 2025Q4: 29,498 shares 29,498 $8.48M 0.91% +4,546 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: 114,813 shares; 2024Q4: 117,308 shares; 2025Q1: 119,238 shares; 2025Q2: 10,188 shares; 2025Q3: 99,573 shares; 2025Q4: 100,073 shares 100,073 $8.18M 0.88% +500 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: 11,989 shares; 2024Q4: 12,389 shares; 2025Q1: 12,989 shares; 2025Q2: not reported; 2025Q3: 17,538 shares; 2025Q4: 16,178 shares 16,178 $7.66M 0.82% -1,360 Timeline BSY BENTLEY SYS INC More: the full row for BENTLEY SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192,951 shares; 2024Q4: 193,182 shares; 2025Q1: 193,599 shares; 2025Q2: 10,458 shares; 2025Q3: 193,998 shares; 2025Q4: 193,986 shares 193,986 $7.4M 0.8% -12 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,277 shares; 2024Q4: 87,137 shares; 2025Q1: 86,982 shares; 2025Q2: not reported; 2025Q3: 86,239 shares; 2025Q4: 86,233 shares 86,233 $6.99M 0.75% -6 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: 61,305 shares; 2024Q4: 55,189 shares; 2025Q1: 52,198 shares; 2025Q2: not reported; 2025Q3: 32,336 shares; 2025Q4: 33,677 shares 33,677 $6.97M 0.75% +1,341 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: 18,492 shares; 2024Q4: 19,934 shares; 2025Q1: 20,692 shares; 2025Q2: not reported; 2025Q3: 11,761 shares; 2025Q4: 13,760 shares 13,760 $6.19M 0.66% +1,999 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: 25,095 shares; 2024Q4: 26,635 shares; 2025Q1: 26,697 shares; 2025Q2: not reported; 2025Q3: 15,931 shares; 2025Q4: 17,506 shares 17,506 $5.64M 0.61% +1,575 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: 25,456 shares; 2024Q4: 76,587 shares; 2025Q1: 127,927 shares; 2025Q2: not reported; 2025Q3: 204,531 shares; 2025Q4: 205,284 shares 205,284 $5.63M 0.6% +753 Timeline FULT FULTON FINL CORP PA More: the full row for FULTON FINL CORP PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 281,104 shares; 2024Q4: 281,104 shares; 2025Q1: 281,104 shares; 2025Q2: 5,071 shares; 2025Q3: 281,104 shares; 2025Q4: 281,104 shares 281,104 $5.49M 0.59% 0 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: 25,748 shares; 2024Q4: 29,808 shares; 2025Q1: 29,808 shares; 2025Q2: not reported; 2025Q3: 34,446 shares; 2025Q4: 34,446 shares 34,446 $4.94M 0.53% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,996 shares; 2024Q4: 18,910 shares; 2025Q1: 19,304 shares; 2025Q2: not reported; 2025Q3: 12,959 shares; 2025Q4: 13,395 shares 13,395 $4.09M 0.44% +436 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: 14,214 shares; 2024Q4: 14,045 shares; 2025Q1: 13,562 shares; 2025Q2: not reported; 2025Q3: 13,524 shares; 2025Q4: 13,275 shares 13,275 $3.85M 0.41% -249 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: 1,846 shares; 2024Q4: 1,883 shares; 2025Q1: 1,883 shares; 2025Q2: not reported; 2025Q3: 1,859 shares; 2025Q4: 1,869 shares 1,869 $3.76M 0.4% +10 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: 93,999 shares; 2024Q4: 93,086 shares; 2025Q1: 93,920 shares; 2025Q2: not reported; 2025Q3: 116,454 shares; 2025Q4: 117,385 shares 117,385 $3.76M 0.4% +931 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,897 shares; 2024Q4: 20,812 shares; 2025Q1: 21,983 shares; 2025Q2: not reported; 2025Q3: 14,701 shares; 2025Q4: 15,652 shares 15,652 $3.58M 0.38% +951 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,194 shares; 2024Q4: 21,494 shares; 2025Q1: 11,894 shares; 2025Q2: not reported; 2025Q3: 13,333 shares; 2025Q4: 7,788 shares 7,788 $3.09M 0.33% -5,545 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,231 shares; 2024Q4: 25,231 shares; 2025Q1: 25,231 shares; 2025Q2: not reported; 2025Q3: 22,300 shares; 2025Q4: 21,685 shares 21,685 $3.02M 0.32% -615 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31,351 shares; 2025Q4: 31,351 shares 31,351 $2.82M 0.3% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,236 shares; 2024Q4: 9,416 shares; 2025Q1: 8,737 shares; 2025Q2: not reported; 2025Q3: 7,788 shares; 2025Q4: 9,062 shares 9,062 $2.76M 0.3% +1,274 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,490 shares; 2024Q4: 9,998 shares; 2025Q1: 9,669 shares; 2025Q2: not reported; 2025Q3: 9,644 shares; 2025Q4: 10,691 shares 10,691 $2.76M 0.3% +1,047 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: 19,570 shares; 2024Q4: 19,926 shares; 2025Q1: 19,871 shares; 2025Q2: not reported; 2025Q3: 5,569 shares; 2025Q4: 7,497 shares 7,497 $2.59M 0.28% +1,928 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: 32,670 shares; 2024Q4: 32,565 shares; 2025Q1: 40,313 shares; 2025Q2: not reported; 2025Q3: 18,066 shares; 2025Q4: 19,528 shares 19,528 $2.45M 0.26% +1,462 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: 18,136 shares; 2024Q4: 17,414 shares; 2025Q1: 17,734 shares; 2025Q2: not reported; 2025Q3: 17,673 shares; 2025Q4: 17,980 shares 17,980 $2.39M 0.26% +307 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: 7,681 shares; 2024Q4: 6,393 shares; 2025Q1: 5,350 shares; 2025Q2: not reported; 2025Q3: 1,796 shares; 2025Q4: 2,168 shares 2,168 $2.33M 0.25% +372 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,685 shares; 2024Q4: 32,802 shares; 2025Q1: 40,106 shares; 2025Q2: not reported; 2025Q3: 17,516 shares; 2025Q4: 18,565 shares 18,565 $2.23M 0.24% +1,049 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,504 shares; 2024Q4: 28,509 shares; 2025Q1: 28,513 shares; 2025Q2: not reported; 2025Q3: 28,522 shares; 2025Q4: 28,528 shares 28,528 $2.22M 0.24% +6 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: 43,746 shares; 2024Q4: 41,150 shares; 2025Q1: 42,011 shares; 2025Q2: not reported; 2025Q3: 38,274 shares; 2025Q4: 36,782 shares 36,782 $2.21M 0.24% -1,492 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,457 shares; 2024Q4: 14,004 shares; 2025Q1: 13,137 shares; 2025Q2: not reported; 2025Q3: 4,991 shares; 2025Q4: 5,933 shares 5,933 $2.08M 0.22% +942 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: 9,433 shares; 2024Q4: 9,433 shares; 2025Q1: 9,433 shares; 2025Q2: not reported; 2025Q3: 6,503 shares; 2025Q4: 6,503 shares 6,503 $2.05M 0.22% 0 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,251 shares; 2024Q4: 4,295 shares; 2025Q1: 4,355 shares; 2025Q2: not reported; 2025Q3: 4,057 shares; 2025Q4: 4,171 shares 4,171 $1.95M 0.21% +114 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: 53,153 shares; 2024Q4: 57,424 shares; 2025Q1: 59,478 shares; 2025Q2: not reported; 2025Q3: 34,208 shares; 2025Q4: 35,345 shares 35,345 $1.94M 0.21% +1,137 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: 3,895 shares; 2024Q4: 3,896 shares; 2025Q1: 4,029 shares; 2025Q2: not reported; 2025Q3: 2,149 shares; 2025Q4: 2,226 shares 2,226 $1.92M 0.21% +77 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,552 shares; 2024Q4: 15,552 shares; 2025Q1: 15,552 shares; 2025Q2: not reported; 2025Q3: 15,552 shares; 2025Q4: 15,552 shares 15,552 $1.92M 0.21% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,269 shares; 2024Q4: 9,960 shares; 2025Q1: 9,996 shares; 2025Q2: not reported; 2025Q3: 8,908 shares; 2025Q4: 9,131 shares 9,131 $1.91M 0.2% +223 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: 7,831 shares; 2024Q4: 10,686 shares; 2025Q1: 10,419 shares; 2025Q2: not reported; 2025Q3: 7,138 shares; 2025Q4: 7,570 shares 7,570 $1.86M 0.2% +432 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: 46,683 shares; 2024Q4: 71,685 shares; 2025Q1: 68,519 shares; 2025Q2: not reported; 2025Q3: 12,891 shares; 2025Q4: 13,585 shares 13,585 $1.84M 0.2% +694 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: 4,354 shares; 2024Q4: 4,846 shares; 2025Q1: 4,223 shares; 2025Q2: not reported; 2025Q3: 3,061 shares; 2025Q4: 3,238 shares 3,238 $1.83M 0.2% +177 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: 76,538 shares; 2024Q4: 73,704 shares; 2025Q1: 70,512 shares; 2025Q2: not reported; 2025Q3: 101,747 shares; 2025Q4: 108,912 shares 108,912 $1.8M 0.19% +7,165 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,579 shares; 2024Q4: 9,762 shares; 2025Q1: 10,295 shares; 2025Q2: not reported; 2025Q3: 9,731 shares; 2025Q4: 11,566 shares 11,566 $1.79M 0.19% +1,835 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,456 shares; 2024Q4: 14,718 shares; 2025Q1: 14,859 shares; 2025Q2: not reported; 2025Q3: 7,893 shares; 2025Q4: 7,931 shares 7,931 $1.72M 0.18% +38 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: 10,248 shares; 2024Q4: 10,792 shares; 2025Q1: 10,494 shares; 2025Q2: not reported; 2025Q3: 2,511 shares; 2025Q4: 2,954 shares 2,954 $1.69M 0.18% +443 Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,196 shares; 2024Q4: 36,196 shares; 2025Q1: 31,196 shares; 2025Q2: not reported; 2025Q3: 51,600 shares; 2025Q4: 51,630 shares 51,630 $1.68M 0.18% +30 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,052 shares; 2024Q4: 11,885 shares; 2025Q1: 12,123 shares; 2025Q2: not reported; 2025Q3: 7,075 shares; 2025Q4: 8,521 shares 8,521 $1.66M 0.18% +1,446 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: 31,012 shares; 2024Q4: 30,558 shares; 2025Q1: 22,728 shares; 2025Q2: not reported; 2025Q3: 10,469 shares; 2025Q4: 11,423 shares 11,423 $1.65M 0.18% +954 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: 5,026 shares; 2024Q4: 5,146 shares; 2025Q1: 5,324 shares; 2025Q2: not reported; 2025Q3: 3,720 shares; 2025Q4: 4,387 shares 4,387 $1.62M 0.17% +667 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,037 shares; 2024Q4: 10,983 shares; 2025Q1: 11,185 shares; 2025Q2: not reported; 2025Q3: 10,696 shares; 2025Q4: 11,043 shares 11,043 $1.62M 0.17% +347 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: 2,487 shares; 2024Q4: 2,487 shares; 2025Q1: 2,672 shares; 2025Q2: not reported; 2025Q3: 3,210 shares; 2025Q4: 3,315 shares 3,315 $1.62M 0.17% +105 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,867 shares; 2024Q4: 10,867 shares; 2025Q1: 10,867 shares; 2025Q2: not reported; 2025Q3: 10,867 shares; 2025Q4: 10,867 shares 10,867 $1.62M 0.17% 0 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: 214 shares; 2024Q4: 214 shares; 2025Q1: 215 shares; 2025Q2: not reported; 2025Q3: 211 shares; 2025Q4: 211 shares 211 $1.54M 0.17% 0 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: 4,168 shares; 2024Q4: 4,168 shares; 2025Q1: 5,168 shares; 2025Q2: not reported; 2025Q3: 7,964 shares; 2025Q4: 7,257 shares 7,257 $1.53M 0.16% -707 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,597 shares; 2024Q4: 2,598 shares; 2025Q1: 2,610 shares; 2025Q2: not reported; 2025Q3: 2,594 shares; 2025Q4: 2,622 shares 2,622 $1.52M 0.16% +28 Timeline ACWX 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: 4,053 shares; 2024Q4: 23,246 shares; 2025Q1: 20,566 shares; 2025Q2: not reported; 2025Q3: 4,407 shares; 2025Q4: 22,225 shares 22,225 $1.49M 0.16% +17,818 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: 2,919 shares; 2024Q4: 2,957 shares; 2025Q1: 4,401 shares; 2025Q2: not reported; 2025Q3: 15,155 shares; 2025Q4: 15,500 shares 15,500 $1.49M 0.16% +345 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: 9,427 shares; 2024Q4: 8,416 shares; 2025Q1: 8,843 shares; 2025Q2: not reported; 2025Q3: 4,248 shares; 2025Q4: 4,458 shares 4,458 $1.46M 0.16% +210 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: 3,445 shares; 2024Q4: 3,670 shares; 2025Q1: 3,360 shares; 2025Q2: not reported; 2025Q3: 1,309 shares; 2025Q4: 15,501 shares 15,501 $1.45M 0.16% +14,192 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: 31,056 shares; 2024Q4: 33,042 shares; 2025Q1: 32,756 shares; 2025Q2: not reported; 2025Q3: 15,851 shares; 2025Q4: 12,433 shares 12,433 $1.42M 0.15% -3,418 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: 5,399 shares; 2024Q4: 5,399 shares; 2025Q1: 5,480 shares; 2025Q2: not reported; 2025Q3: 4,850 shares; 2025Q4: 4,906 shares 4,906 $1.42M 0.15% +56 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,482 shares; 2024Q4: 6,482 shares; 2025Q1: 6,482 shares; 2025Q2: not reported; 2025Q3: 6,482 shares; 2025Q4: 6,482 shares 6,482 $1.37M 0.15% 0 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: 20,369 shares; 2024Q4: 20,369 shares; 2025Q1: 19,994 shares; 2025Q2: not reported; 2025Q3: 19,994 shares; 2025Q4: 20,736 shares 20,736 $1.37M 0.15% +742 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: 12,324 shares; 2024Q4: 12,379 shares; 2025Q1: 11,393 shares; 2025Q2: not reported; 2025Q3: 3,472 shares; 2025Q4: 3,855 shares 3,855 $1.33M 0.14% +383 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: 2,087 shares; 2024Q4: 2,087 shares; 2025Q1: 2,496 shares; 2025Q2: not reported; 2025Q3: 6,413 shares; 2025Q4: 6,874 shares 6,874 $1.31M 0.14% +461 Timeline NNE NANO NUCLEAR ENERGY INC More: the full row for NANO NUCLEAR ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,000 shares; 2024Q4: 50,000 shares; 2025Q1: 53,508 shares; 2025Q2: not reported; 2025Q3: 53,508 shares; 2025Q4: 53,508 shares 53,508 $1.28M 0.14% 0 Timeline USEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 29,841 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,935 shares 31,935 $1.26M 0.13% new Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,151 shares 25,151 $1.25M 0.13% new Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD 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: 16,922 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,747 shares 24,747 $1.24M 0.13% new Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,997 shares; 2024Q4: 3,157 shares; 2025Q1: 3,213 shares; 2025Q2: not reported; 2025Q3: 1,521 shares; 2025Q4: 8,000 shares 8,000 $1.23M 0.13% +6,479 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: 19,498 shares; 2024Q4: 21,981 shares; 2025Q1: 26,607 shares; 2025Q2: not reported; 2025Q3: 6,170 shares; 2025Q4: 7,708 shares 7,708 $1.17M 0.13% +1,538 Timeline BSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 20,218 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,537 shares 23,537 $1.16M 0.12% new Timeline CNO CNO FINL GROUP INC More: the full row for CNO FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,282 shares; 2024Q4: 28,982 shares; 2025Q1: 28,982 shares; 2025Q2: not reported; 2025Q3: 28,968 shares; 2025Q4: 26,968 shares 26,968 $1.15M 0.12% -2,000 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,494 shares; 2024Q4: 2,188 shares; 2025Q1: 2,177 shares; 2025Q2: not reported; 2025Q3: 1,108 shares; 2025Q4: 1,133 shares 1,133 $1.14M 0.12% +25 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: 15,000 shares; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: not reported; 2025Q3: 15,000 shares; 2025Q4: 15,000 shares 15,000 $1.13M 0.12% 0 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: 9,809 shares; 2024Q4: 11,013 shares; 2025Q1: 11,446 shares; 2025Q2: not reported; 2025Q3: 8,207 shares; 2025Q4: 8,450 shares 8,450 $1.12M 0.12% +243 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,375 shares; 2025Q4: 11,177 shares 11,177 $1.11M 0.12% -2,198 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: 25,040 shares; 2024Q4: 22,699 shares; 2025Q1: 24,043 shares; 2025Q2: not reported; 2025Q3: 5,497 shares; 2025Q4: 7,195 shares 7,195 $1.03M 0.11% +1,698 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,533 shares; 2025Q4: 20,295 shares 20,295 $1.03M 0.11% -3,238 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: 8,795 shares; 2025Q1: 9,721 shares; 2025Q2: not reported; 2025Q3: 5,540 shares; 2025Q4: 5,986 shares 5,986 $1.03M 0.11% +446 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: 1,528 shares; 2024Q4: 1,530 shares; 2025Q1: 1,530 shares; 2025Q2: not reported; 2025Q3: 1,204 shares; 2025Q4: 1,357 shares 1,357 $1.02M 0.11% +153 Timeline PFS PROVIDENT FINL SVCS INC More: the full row for PROVIDENT FINL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,668 shares; 2024Q4: 51,668 shares; 2025Q1: 51,668 shares; 2025Q2: not reported; 2025Q3: 51,668 shares; 2025Q4: 51,689 shares 51,689 $1.02M 0.11% +21 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: 4,703 shares; 2024Q4: 4,938 shares; 2025Q1: 5,220 shares; 2025Q2: not reported; 2025Q3: 3,437 shares; 2025Q4: 3,968 shares 3,968 $1.02M 0.11% +531 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: 10,377 shares; 2024Q4: 10,702 shares; 2025Q1: 10,768 shares; 2025Q2: not reported; 2025Q3: 6,214 shares; 2025Q4: 6,481 shares 6,481 $999K 0.11% +267 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: 32,155 shares; 2024Q4: 35,924 shares; 2025Q1: 34,672 shares; 2025Q2: not reported; 2025Q3: 34,132 shares; 2025Q4: 33,101 shares 33,101 $989K 0.11% -1,031 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: not reported; 2024Q4: not reported; 2025Q1: 5,035 shares; 2025Q2: not reported; 2025Q3: 20,323 shares; 2025Q4: 19,989 shares 19,989 $984K 0.11% -334 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: 5,993 shares; 2024Q4: 6,640 shares; 2025Q1: 11,334 shares; 2025Q2: not reported; 2025Q3: 2,493 shares; 2025Q4: 3,150 shares 3,150 $970K 0.1% +657 Timeline GCOR 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: 22,419 shares; 2024Q4: 22,331 shares; 2025Q1: 21,622 shares; 2025Q2: not reported; 2025Q3: 22,762 shares; 2025Q4: 22,902 shares 22,902 $955K 0.1% +140 Timeline WTM WHITE MTNS INS GROUP LTD More: the full row for WHITE MTNS INS GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 450 shares; 2024Q4: 450 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 450 shares; 2025Q4: 450 shares 450 $935K 0.1% 0 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,614 shares; 2024Q4: 1,633 shares; 2025Q1: 1,599 shares; 2025Q2: not reported; 2025Q3: 1,525 shares; 2025Q4: 1,543 shares 1,543 $934K 0.1% +18 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,403 shares; 2024Q4: 10,381 shares; 2025Q1: 10,476 shares; 2025Q2: not reported; 2025Q3: 9,439 shares; 2025Q4: 9,551 shares 9,551 $916K 0.1% +112 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: 24,551 shares; 2024Q4: 26,068 shares; 2025Q1: 20,035 shares; 2025Q2: not reported; 2025Q3: 4,786 shares; 2025Q4: 7,871 shares 7,871 $879K 0.09% +3,085 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: 20,519 shares; 2024Q4: 20,132 shares; 2025Q1: 18,464 shares; 2025Q2: not reported; 2025Q3: 7,290 shares; 2025Q4: 8,091 shares 8,091 $858K 0.09% +801 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: 4,659 shares; 2024Q4: 5,880 shares; 2025Q1: 6,106 shares; 2025Q2: not reported; 2025Q3: 2,753 shares; 2025Q4: 3,221 shares 3,221 $855K 0.09% +468 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: 17,741 shares; 2024Q4: 13,672 shares; 2025Q1: 13,708 shares; 2025Q2: not reported; 2025Q3: 13,289 shares; 2025Q4: 13,354 shares 13,354 $834K 0.09% +65 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,540 shares; 2024Q4: 25,880 shares; 2025Q1: 26,318 shares; 2025Q2: not reported; 2025Q3: 23,472 shares; 2025Q4: 23,482 shares 23,482 $834K 0.09% +10 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,884 shares; 2024Q4: 17,884 shares; 2025Q1: 17,884 shares; 2025Q2: not reported; 2025Q3: 17,873 shares; 2025Q4: 17,873 shares 17,873 $833K 0.09% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,241 shares; 2024Q4: 5,745 shares; 2025Q1: 6,000 shares; 2025Q2: not reported; 2025Q3: 2,528 shares; 2025Q4: 2,908 shares 2,908 $830K 0.09% +380 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: 4,022 shares; 2024Q4: 5,713 shares; 2025Q1: 7,995 shares; 2025Q2: not reported; 2025Q3: 2,567 shares; 2025Q4: 2,787 shares 2,787 $825K 0.09% +220 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: 25,538 shares; 2024Q4: 26,646 shares; 2025Q1: 23,648 shares; 2025Q2: not reported; 2025Q3: 4,563 shares; 2025Q4: 5,079 shares 5,079 $822K 0.09% +516 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,414 shares; 2024Q4: 1,506 shares; 2025Q1: 1,931 shares; 2025Q2: not reported; 2025Q3: 838 shares; 2025Q4: 1,256 shares 1,256 $821K 0.09% +418 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: 368 shares; 2024Q4: 368 shares; 2025Q1: 368 shares; 2025Q2: not reported; 2025Q3: 368 shares; 2025Q4: 369 shares 369 $793K 0.09% +1 Timeline CMPR CIMPRESS PLC More: the full row for CIMPRESS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,903 shares; 2024Q4: 11,903 shares; 2025Q1: 11,903 shares; 2025Q2: not reported; 2025Q3: 11,903 shares; 2025Q4: 11,903 shares 11,903 $793K 0.09% 0 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: 500 shares; 2024Q4: 645 shares; 2025Q1: 678 shares; 2025Q2: not reported; 2025Q3: 474 shares; 2025Q4: 722 shares 722 $772K 0.08% +248 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: 15,152 shares; 2024Q4: 13,603 shares; 2025Q1: 13,603 shares; 2025Q2: not reported; 2025Q3: 10,796 shares; 2025Q4: 10,189 shares 10,189 $755K 0.08% -607 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,910 shares; 2024Q4: 4,721 shares; 2025Q1: 5,147 shares; 2025Q2: not reported; 2025Q3: 3,543 shares; 2025Q4: 3,464 shares 3,464 $752K 0.08% -79 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,698 shares; 2024Q4: 13,651 shares; 2025Q1: 14,350 shares; 2025Q2: not reported; 2025Q3: 8,072 shares; 2025Q4: 8,633 shares 8,633 $727K 0.08% +561 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,847 shares; 2024Q4: 1,968 shares; 2025Q1: 1,915 shares; 2025Q2: not reported; 2025Q3: 1,468 shares; 2025Q4: 1,533 shares 1,533 $720K 0.08% +65 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: 5,184 shares; 2024Q4: 5,292 shares; 2025Q1: 5,309 shares; 2025Q2: not reported; 2025Q3: 4,401 shares; 2025Q4: 4,500 shares 4,500 $702K 0.08% +99 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,068 shares; 2024Q4: 1,095 shares; 2025Q1: 1,098 shares; 2025Q2: not reported; 2025Q3: 876 shares; 2025Q4: 909 shares 909 $696K 0.07% +33 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,800 shares; 2024Q4: 3,434 shares; 2025Q1: 3,398 shares; 2025Q2: not reported; 2025Q3: 3,305 shares; 2025Q4: 3,345 shares 3,345 $681K 0.07% +40 Timeline ENVA ENOVA INTL INC More: the full row for ENOVA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,263 shares; 2024Q4: 4,263 shares; 2025Q1: 4,263 shares; 2025Q2: not reported; 2025Q3: 4,263 shares; 2025Q4: 4,263 shares 4,263 $670K 0.07% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,141 shares; 2025Q4: 2,327 shares 2,327 $670K 0.07% +186 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: 8,318 shares; 2024Q4: 9,668 shares; 2025Q1: 9,785 shares; 2025Q2: not reported; 2025Q3: 7,460 shares; 2025Q4: 7,833 shares 7,833 $668K 0.07% +373 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,622 shares; 2024Q4: 6,131 shares; 2025Q1: 7,098 shares; 2025Q2: not reported; 2025Q3: 3,111 shares; 2025Q4: 4,226 shares 4,226 $649K 0.07% +1,115 Timeline EZU 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: 9,996 shares; 2024Q4: 9,996 shares; 2025Q1: 9,996 shares; 2025Q2: not reported; 2025Q3: 9,996 shares; 2025Q4: 9,996 shares 9,996 $641K 0.07% 0 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: 2,014 shares; 2024Q4: 2,383 shares; 2025Q1: 2,495 shares; 2025Q2: not reported; 2025Q3: 1,189 shares; 2025Q4: 1,360 shares 1,360 $633K 0.07% +171 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,968 shares; 2024Q4: 5,213 shares; 2025Q1: 5,104 shares; 2025Q2: not reported; 2025Q3: 2,807 shares; 2025Q4: 3,209 shares 3,209 $626K 0.07% +402 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: 937 shares; 2024Q4: 1,831 shares; 2025Q1: 3,857 shares; 2025Q2: not reported; 2025Q3: 3,007 shares; 2025Q4: 3,185 shares 3,185 $618K 0.07% +178 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,554 shares; 2024Q4: 59,960 shares; 2025Q1: 64,203 shares; 2025Q2: not reported; 2025Q3: 26,773 shares; 2025Q4: 24,451 shares 24,451 $609K 0.07% -2,322 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: 4,008 shares; 2024Q4: 4,308 shares; 2025Q1: 4,308 shares; 2025Q2: not reported; 2025Q3: 4,008 shares; 2025Q4: 4,408 shares 4,408 $604K 0.06% +400 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,524 shares; 2024Q4: 6,872 shares; 2025Q1: 8,050 shares; 2025Q2: not reported; 2025Q3: 2,108 shares; 2025Q4: 2,808 shares 2,808 $601K 0.06% +700 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,332 shares; 2024Q4: 5,065 shares; 2025Q1: 6,499 shares; 2025Q2: not reported; 2025Q3: 1,556 shares; 2025Q4: 1,913 shares 1,913 $598K 0.06% +357 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,625 shares; 2024Q4: 2,623 shares; 2025Q1: 2,642 shares; 2025Q2: not reported; 2025Q3: 2,600 shares; 2025Q4: 2,601 shares 2,601 $585K 0.06% +1 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,554 shares; 2024Q4: 10,665 shares; 2025Q1: 12,475 shares; 2025Q2: not reported; 2025Q3: 8,403 shares; 2025Q4: 8,660 shares 8,660 $582K 0.06% +257 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: 12,890 shares; 2024Q4: 15,949 shares; 2025Q1: 18,150 shares; 2025Q2: not reported; 2025Q3: 4,872 shares; 2025Q4: 7,491 shares 7,491 $577K 0.06% +2,619 Timeline OKLO OKLO INC More: the full row for OKLO 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: 8,003 shares; 2025Q4: 8,003 shares 8,003 $574K 0.06% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,987 shares; 2024Q4: 13,889 shares; 2025Q1: 14,637 shares; 2025Q2: not reported; 2025Q3: 5,360 shares; 2025Q4: 6,144 shares 6,144 $573K 0.06% +784 Timeline STBA S & T BANCORP INC More: the full row for S & T BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,502 shares; 2024Q4: 14,502 shares; 2025Q1: 14,502 shares; 2025Q2: not reported; 2025Q3: 14,502 shares; 2025Q4: 14,502 shares 14,502 $571K 0.06% 0 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: 4,587 shares; 2024Q4: 4,629 shares; 2025Q1: 5,339 shares; 2025Q2: not reported; 2025Q3: 1,931 shares; 2025Q4: 2,055 shares 2,055 $566K 0.06% +124 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,244 shares; 2024Q4: 30,425 shares; 2025Q1: 30,987 shares; 2025Q2: not reported; 2025Q3: 31,800 shares; 2025Q4: 32,262 shares 32,262 $565K 0.06% +462 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: 3,115 shares; 2024Q4: 3,115 shares; 2025Q1: 3,426 shares; 2025Q2: not reported; 2025Q3: 953 shares; 2025Q4: 976 shares 976 $559K 0.06% +23 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: 1,860 shares; 2024Q4: 2,361 shares; 2025Q1: 2,361 shares; 2025Q2: not reported; 2025Q3: 2,200 shares; 2025Q4: 2,520 shares 2,520 $554K 0.06% +320 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: 28,433 shares; 2024Q4: 28,171 shares; 2025Q1: 28,826 shares; 2025Q2: not reported; 2025Q3: 3,851 shares; 2025Q4: 2,975 shares 2,975 $552K 0.06% -876 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: 4,986 shares; 2024Q4: 4,979 shares; 2025Q1: 4,413 shares; 2025Q2: not reported; 2025Q3: 2,230 shares; 2025Q4: 2,390 shares 2,390 $547K 0.06% +160 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,363 shares; 2025Q4: 2,949 shares 2,949 $534K 0.06% -414 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,597 shares; 2025Q4: 2,685 shares 2,685 $533K 0.06% +88 Timeline VG VENTURE GLOBAL INC More: the full row for VENTURE GLOBAL 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: 77,091 shares; 2025Q4: 77,279 shares 77,279 $527K 0.06% +188 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,832 shares; 2024Q4: 1,832 shares; 2025Q1: 1,832 shares; 2025Q2: not reported; 2025Q3: 1,832 shares; 2025Q4: 2,743 shares 2,743 $525K 0.06% +911 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,655 shares; 2024Q4: 7,704 shares; 2025Q1: 8,780 shares; 2025Q2: not reported; 2025Q3: 2,369 shares; 2025Q4: 2,858 shares 2,858 $524K 0.06% +489 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,782 shares; 2024Q4: 11,801 shares; 2025Q1: 11,286 shares; 2025Q2: not reported; 2025Q3: 4,962 shares; 2025Q4: 5,236 shares 5,236 $519K 0.06% +274 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 364 shares; 2024Q4: 369 shares; 2025Q1: 377 shares; 2025Q2: not reported; 2025Q3: 297 shares; 2025Q4: 301 shares 301 $509K 0.05% +4 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: 2,684 shares; 2024Q4: 2,376 shares; 2025Q1: 2,530 shares; 2025Q2: not reported; 2025Q3: 1,406 shares; 2025Q4: 1,556 shares 1,556 $496K 0.05% +150 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,905 shares; 2024Q4: 5,905 shares; 2025Q1: 4,775 shares; 2025Q2: not reported; 2025Q3: 9,275 shares; 2025Q4: 9,275 shares 9,275 $495K 0.05% 0 Timeline PHR PHREESIA INC More: the full row for PHREESIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,010 shares; 2024Q4: 29,010 shares; 2025Q1: 29,010 shares; 2025Q2: not reported; 2025Q3: 29,010 shares; 2025Q4: 29,010 shares 29,010 $491K 0.05% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,739 shares; 2024Q4: 6,518 shares; 2025Q1: 7,113 shares; 2025Q2: not reported; 2025Q3: 2,184 shares; 2025Q4: 2,746 shares 2,746 $487K 0.05% +562 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: 3,041 shares; 2024Q4: 3,013 shares; 2025Q1: 3,438 shares; 2025Q2: not reported; 2025Q3: 1,776 shares; 2025Q4: 2,057 shares 2,057 $476K 0.05% +281 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,677 shares; 2024Q4: 5,677 shares; 2025Q1: 5,677 shares; 2025Q2: not reported; 2025Q3: 5,677 shares; 2025Q4: 5,677 shares 5,677 $475K 0.05% 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: 11,522 shares; 2024Q4: 11,879 shares; 2025Q1: 12,154 shares; 2025Q2: not reported; 2025Q3: 1,841 shares; 2025Q4: 2,142 shares 2,142 $471K 0.05% +301 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,438 shares; 2024Q4: 10,438 shares; 2025Q1: 10,438 shares; 2025Q2: not reported; 2025Q3: 10,438 shares; 2025Q4: 10,438 shares 10,438 $468K 0.05% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,265 shares; 2024Q4: 2,397 shares; 2025Q1: 2,280 shares; 2025Q2: not reported; 2025Q3: 2,500 shares; 2025Q4: 2,652 shares 2,652 $466K 0.05% +152 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,060 shares; 2024Q4: 13,513 shares; 2025Q1: 13,631 shares; 2025Q2: not reported; 2025Q3: 4,926 shares; 2025Q4: 5,695 shares 5,695 $463K 0.05% +769 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,171 shares; 2024Q4: 8,171 shares; 2025Q1: 8,171 shares; 2025Q2: not reported; 2025Q3: 9,475 shares; 2025Q4: 9,475 shares 9,475 $444K 0.05% 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: 8,593 shares; 2024Q4: 8,509 shares; 2025Q1: 8,697 shares; 2025Q2: not reported; 2025Q3: 6,131 shares; 2025Q4: 6,505 shares 6,505 $436K 0.05% +374 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: 12,465 shares; 2024Q4: 12,431 shares; 2025Q1: 11,397 shares; 2025Q2: not reported; 2025Q3: 992 shares; 2025Q4: 1,298 shares 1,298 $428K 0.05% +306 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: 3,300 shares; 2024Q4: 3,300 shares; 2025Q1: 3,300 shares; 2025Q2: not reported; 2025Q3: 3,300 shares; 2025Q4: 3,300 shares 3,300 $426K 0.05% 0 Timeline NML NEUBERGER ENGY INFRSTR & INC More: the full row for NEUBERGER ENGY INFRSTR & 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: 50,000 shares; 2025Q4: 50,000 shares 50,000 $425K 0.05% 0 Timeline IWC 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: 2,667 shares 2,667 $421K 0.05% new 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: 34,781 shares; 2024Q4: 34,553 shares; 2025Q1: 45,913 shares; 2025Q2: not reported; 2025Q3: 6,529 shares; 2025Q4: 10,284 shares 10,284 $419K 0.04% +3,755 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: 1,832 shares; 2024Q4: 1,689 shares; 2025Q1: 2,065 shares; 2025Q2: not reported; 2025Q3: 704 shares; 2025Q4: 475 shares 475 $417K 0.04% -229 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: 27,751 shares; 2024Q4: 32,038 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,649 shares 4,649 $416K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,949 shares; 2025Q4: 8,984 shares 8,984 $413K 0.04% +6,035 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,512 shares; 2024Q4: 4,468 shares; 2025Q1: 5,372 shares; 2025Q2: not reported; 2025Q3: 4,800 shares; 2025Q4: 4,813 shares 4,813 $409K 0.04% +13 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: 1,655 shares; 2024Q4: 3,660 shares; 2025Q1: 4,041 shares; 2025Q2: not reported; 2025Q3: 1,572 shares; 2025Q4: 2,220 shares 2,220 $409K 0.04% +648 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: 2,942 shares; 2024Q4: 2,830 shares; 2025Q1: 3,002 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 702 shares 702 $407K 0.04% new Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,845 shares; 2024Q4: 5,099 shares; 2025Q1: 5,110 shares; 2025Q2: not reported; 2025Q3: 730 shares; 2025Q4: 791 shares 791 $404K 0.04% +61 Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,333 shares; 2024Q4: 2,356 shares; 2025Q1: 2,356 shares; 2025Q2: not reported; 2025Q3: 2,200 shares; 2025Q4: 2,200 shares 2,200 $401K 0.04% 0 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,423 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,415 shares 6,415 $401K 0.04% new Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,595 shares; 2025Q1: 7,781 shares; 2025Q2: not reported; 2025Q3: 1,238 shares; 2025Q4: 2,252 shares 2,252 $400K 0.04% +1,014 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: 5,765 shares; 2024Q4: 5,903 shares; 2025Q1: 6,019 shares; 2025Q2: not reported; 2025Q3: 4,737 shares; 2025Q4: 4,947 shares 4,947 $397K 0.04% +210 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: 422 shares; 2024Q4: 430 shares; 2025Q1: 400 shares; 2025Q2: not reported; 2025Q3: 3,969 shares; 2025Q4: 4,331 shares 4,331 $395K 0.04% +362 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: 11,512 shares; 2024Q4: 13,936 shares; 2025Q1: 21,534 shares; 2025Q2: not reported; 2025Q3: 7,027 shares; 2025Q4: 7,283 shares 7,283 $393K 0.04% +256 Timeline GTLB GITLAB INC More: the full row for GITLAB 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: 11,841 shares; 2025Q2: not reported; 2025Q3: 12,335 shares; 2025Q4: 10,429 shares 10,429 $391K 0.04% -1,906 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: 22,328 shares; 2024Q4: 19,592 shares; 2025Q1: 19,162 shares; 2025Q2: not reported; 2025Q3: 9,285 shares; 2025Q4: 8,869 shares 8,869 $383K 0.04% -416 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: 4,991 shares; 2024Q4: 4,007 shares; 2025Q1: 3,909 shares; 2025Q2: not reported; 2025Q3: 1,466 shares; 2025Q4: 1,544 shares 1,544 $381K 0.04% +78 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 933 shares; 2025Q1: 1,470 shares; 2025Q2: not reported; 2025Q3: 713 shares; 2025Q4: 783 shares 783 $367K 0.04% +70 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: 5,381 shares; 2024Q4: 5,103 shares; 2025Q1: 5,951 shares; 2025Q2: not reported; 2025Q3: 1,487 shares; 2025Q4: 2,143 shares 2,143 $367K 0.04% +656 Timeline QGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,225 shares; 2025Q4: 6,225 shares 6,225 $365K 0.04% 0 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,666 shares; 2024Q4: 2,662 shares; 2025Q1: 2,639 shares; 2025Q2: not reported; 2025Q3: 2,600 shares; 2025Q4: 2,662 shares 2,662 $362K 0.04% +62 Timeline GIGB 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: 9,279 shares; 2024Q4: 10,170 shares; 2025Q1: 11,078 shares; 2025Q2: not reported; 2025Q3: 7,806 shares; 2025Q4: 7,761 shares 7,761 $360K 0.04% -45 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,138 shares 5,138 $358K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,135 shares; 2025Q4: 13,175 shares 13,175 $355K 0.04% +40 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: 3,653 shares; 2024Q4: 3,745 shares; 2025Q1: 3,877 shares; 2025Q2: not reported; 2025Q3: 254 shares; 2025Q4: 291 shares 291 $354K 0.04% +37 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,524 shares 2,524 $348K 0.04% new Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,145 shares; 2024Q4: 1,074 shares; 2025Q1: 1,076 shares; 2025Q2: not reported; 2025Q3: 862 shares; 2025Q4: 863 shares 863 $346K 0.04% +1 Timeline IYM 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: 2,138 shares; 2024Q4: 2,148 shares; 2025Q1: 2,156 shares; 2025Q2: not reported; 2025Q3: 2,172 shares; 2025Q4: 2,183 shares 2,183 $336K 0.04% +11 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: 6,920 shares; 2024Q4: 6,484 shares; 2025Q1: 7,608 shares; 2025Q2: not reported; 2025Q3: 3,300 shares; 2025Q4: 4,225 shares 4,225 $335K 0.04% +925 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,127 shares; 2025Q1: 1,234 shares; 2025Q2: not reported; 2025Q3: 1,118 shares; 2025Q4: 1,537 shares 1,537 $329K 0.04% +419 Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,687 shares; 2024Q4: 18,687 shares; 2025Q1: 18,677 shares; 2025Q2: not reported; 2025Q3: 18,064 shares; 2025Q4: 18,064 shares 18,064 $327K 0.04% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,173 shares; 2025Q1: 1,644 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,343 shares 1,343 $325K 0.03% new 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: 1,414 shares; 2024Q4: 1,569 shares; 2025Q1: 2,188 shares; 2025Q2: not reported; 2025Q3: 493 shares; 2025Q4: 761 shares 761 $324K 0.03% +268 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,731 shares; 2024Q4: 29,832 shares; 2025Q1: 36,130 shares; 2025Q2: not reported; 2025Q3: 7,547 shares; 2025Q4: 8,041 shares 8,041 $315K 0.03% +494 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,831 shares; 2024Q4: 9,485 shares; 2025Q1: 10,070 shares; 2025Q2: not reported; 2025Q3: 8,141 shares; 2025Q4: 8,825 shares 8,825 $311K 0.03% +684 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: 31,306 shares; 2024Q4: 29,227 shares; 2025Q1: 28,175 shares; 2025Q2: not reported; 2025Q3: 9,174 shares; 2025Q4: 5,763 shares 5,763 $311K 0.03% -3,411 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,722 shares 4,722 $309K 0.03% new 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: 3,951 shares; 2024Q4: 6,153 shares; 2025Q1: 3,914 shares; 2025Q2: not reported; 2025Q3: 2,543 shares; 2025Q4: 2,422 shares 2,422 $309K 0.03% -121 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: 4,216 shares; 2024Q4: 7,557 shares; 2025Q1: 8,674 shares; 2025Q2: not reported; 2025Q3: 978 shares; 2025Q4: 1,115 shares 1,115 $304K 0.03% +137 Timeline G GENPACT LIMITED More: the full row for GENPACT LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,500 shares; 2024Q4: 6,500 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,500 shares; 2025Q4: 6,500 shares 6,500 $304K 0.03% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,490 shares; 2025Q1: 11,690 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,447 shares 5,447 $298K 0.03% new Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,551 shares; 2024Q4: 1,894 shares; 2025Q1: 1,896 shares; 2025Q2: not reported; 2025Q3: 1,350 shares; 2025Q4: 1,447 shares 1,447 $292K 0.03% +97 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,854 shares; 2024Q4: 11,102 shares; 2025Q1: 9,356 shares; 2025Q2: not reported; 2025Q3: 1,247 shares; 2025Q4: 1,295 shares 1,295 $290K 0.03% +48 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,420 shares; 2024Q4: 4,983 shares; 2025Q1: 4,854 shares; 2025Q2: not reported; 2025Q3: 2,150 shares; 2025Q4: 2,089 shares 2,089 $288K 0.03% -61 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,533 shares; 2025Q4: 1,776 shares 1,776 $286K 0.03% +243 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,629 shares; 2024Q4: 1,630 shares; 2025Q1: 1,970 shares; 2025Q2: not reported; 2025Q3: 1,285 shares; 2025Q4: 1,322 shares 1,322 $284K 0.03% +37 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,700 shares; 2024Q4: 2,700 shares; 2025Q1: 2,700 shares; 2025Q2: not reported; 2025Q3: 2,700 shares; 2025Q4: 2,700 shares 2,700 $284K 0.03% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,065 shares; 2024Q4: 15,552 shares; 2025Q1: 13,098 shares; 2025Q2: not reported; 2025Q3: 1,164 shares; 2025Q4: 1,609 shares 1,609 $279K 0.03% +445 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: 4,041 shares; 2024Q4: 4,116 shares; 2025Q1: 4,173 shares; 2025Q2: not reported; 2025Q3: 3,345 shares; 2025Q4: 2,724 shares 2,724 $278K 0.03% -621 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 727 shares; 2024Q4: 927 shares; 2025Q1: 1,027 shares; 2025Q2: not reported; 2025Q3: 727 shares; 2025Q4: 857 shares 857 $277K 0.03% +130 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,250 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,250 shares 4,250 $277K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: 1,960 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,960 shares 1,960 $276K 0.03% new Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,429 shares; 2024Q4: 4,373 shares; 2025Q1: 16,037 shares; 2025Q2: not reported; 2025Q3: 2,766 shares; 2025Q4: 3,200 shares 3,200 $274K 0.03% +434 Timeline IWV 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: 700 shares; 2024Q4: 701 shares; 2025Q1: 701 shares; 2025Q2: not reported; 2025Q3: 703 shares; 2025Q4: 703 shares 703 $272K 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: 2,005 shares; 2024Q4: 2,005 shares; 2025Q1: 2,005 shares; 2025Q2: not reported; 2025Q3: 2,005 shares; 2025Q4: 2,038 shares 2,038 $272K 0.03% +33 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: 1,924 shares; 2024Q4: 1,924 shares; 2025Q1: 1,924 shares; 2025Q2: not reported; 2025Q3: 1,924 shares; 2025Q4: 1,924 shares 1,924 $272K 0.03% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,675 shares; 2024Q4: 10,606 shares; 2025Q1: 27,721 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,508 shares 4,508 $265K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,085 shares; 2025Q4: 1,235 shares 1,235 $262K 0.03% +150 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: 43,025 shares; 2024Q4: 26,906 shares; 2025Q1: 37,611 shares; 2025Q2: not reported; 2025Q3: 5,156 shares; 2025Q4: 3,686 shares 3,686 $258K 0.03% -1,470 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: 2,237 shares; 2024Q4: 2,395 shares; 2025Q1: 2,469 shares; 2025Q2: not reported; 2025Q3: 1,397 shares; 2025Q4: 1,251 shares 1,251 $257K 0.03% -146 Timeline GEM 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,005 shares; 2025Q4: 5,935 shares 5,935 $253K 0.03% -70 Timeline BLACKROCK N Y MUN INCOME TRU BLACKROCK N Y MUN INCOME TRU More: the full row for BLACKROCK N Y MUN INCOME TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,900 shares 24,900 $252K 0.03% new GTIP 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,003 shares; 2025Q4: 5,091 shares 5,091 $251K 0.03% +88 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: 70,513 shares; 2024Q4: 86,355 shares; 2025Q1: 88,303 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,035 shares 10,035 $249K 0.03% new 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: 26,853 shares; 2024Q4: 26,853 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,613 shares 3,613 $243K 0.03% new Timeline FFIC FLUSHING FINL CORP More: the full row for FLUSHING FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,000 shares; 2025Q4: 16,000 shares 16,000 $243K 0.03% 0 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,646 shares; 2025Q4: 2,729 shares 2,729 $241K 0.03% +83 Timeline BKU BANKUNITED INC More: the full row for BANKUNITED 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: 5,400 shares; 2025Q4: 5,400 shares 5,400 $241K 0.03% 0 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,336 shares; 2024Q4: 2,282 shares; 2025Q1: 2,503 shares; 2025Q2: not reported; 2025Q3: 843 shares; 2025Q4: 1,178 shares 1,178 $239K 0.03% +335 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: 15,864 shares; 2024Q4: 16,393 shares; 2025Q1: 16,090 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 891 shares 891 $239K 0.03% new 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: 1,068 shares; 2024Q4: 1,100 shares; 2025Q1: 1,159 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 466 shares 466 $238K 0.03% new Timeline GSEU 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,210 shares; 2025Q4: 5,155 shares 5,155 $238K 0.03% -55 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,311 shares 2,311 $237K 0.03% new Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,680 shares; 2024Q4: 1,680 shares; 2025Q1: 1,680 shares; 2025Q2: not reported; 2025Q3: 1,680 shares; 2025Q4: 1,680 shares 1,680 $237K 0.03% 0 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: 8,117 shares; 2024Q4: 8,883 shares; 2025Q1: 4,240 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,685 shares 2,685 $234K 0.03% new 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: 1,597 shares; 2024Q4: 1,423 shares; 2025Q1: 1,914 shares; 2025Q2: not reported; 2025Q3: 784 shares; 2025Q4: 659 shares 659 $233K 0.03% -125 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,623 shares; 2025Q4: 1,680 shares 1,680 $230K 0.02% +57 Timeline DY DYCOM INDS INC More: the full row for DYCOM 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 679 shares 679 $229K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,116 shares 3,116 $229K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,340 shares 1,340 $225K 0.02% new Timeline GIB CGI INC More: the full row for CGI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,200 shares; 2024Q4: 2,203 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,433 shares 2,433 $225K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 716 shares 716 $224K 0.02% new Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,735 shares; 2024Q4: 6,758 shares; 2025Q1: 6,818 shares; 2025Q2: not reported; 2025Q3: 3,800 shares; 2025Q4: 3,800 shares 3,800 $222K 0.02% 0 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: 6,333 shares; 2024Q4: 6,669 shares; 2025Q1: 6,776 shares; 2025Q2: not reported; 2025Q3: 435 shares; 2025Q4: 327 shares 327 $217K 0.02% -108 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,954 shares; 2024Q4: 23,615 shares; 2025Q1: 23,966 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,702 shares 1,702 $214K 0.02% new 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: 617 shares; 2024Q4: 667 shares; 2025Q1: 738 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 242 shares 242 $213K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,307 shares 2,307 $211K 0.02% new Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,121 shares; 2024Q4: 2,212 shares; 2025Q1: 8,030 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,792 shares 1,792 $210K 0.02% new 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: 651 shares; 2025Q1: 684 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 195 shares 195 $209K 0.02% new Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,098 shares; 2024Q4: 2,802 shares; 2025Q1: 2,644 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 363 shares 363 $208K 0.02% new Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 704 shares; 2025Q4: 464 shares 464 $206K 0.02% -240 Timeline IXC 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: 6,351 shares; 2024Q4: 6,351 shares; 2025Q1: 5,716 shares; 2025Q2: not reported; 2025Q3: 4,915 shares; 2025Q4: 4,915 shares 4,915 $206K 0.02% 0 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,705 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,630 shares 2,630 $202K 0.02% new Timeline VGLT 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: 3,539 shares; 2024Q4: not reported; 2025Q1: 3,526 shares; 2025Q2: not reported; 2025Q3: 3,614 shares; 2025Q4: 3,610 shares 3,610 $201K 0.02% -4 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: not reported; 2024Q4: 3,592 shares; 2025Q1: 3,439 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,089 shares 1,089 $201K 0.02% new 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: 8,196 shares; 2024Q4: 6,822 shares; 2025Q1: 6,677 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 830 shares 830 $200K 0.02% new Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,140 shares; 2025Q2: not reported; 2025Q3: 13,140 shares; 2025Q4: 13,140 shares 13,140 $186K 0.02% 0 Timeline IIM INVESCO VALUE MUN INCOME TR More: the full row for INVESCO VALUE MUN INCOME 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: 12,080 shares 12,080 $149K 0.02% new Timeline HYT BLACKROCK CORPOR HI YLD FD I More: the full row for BLACKROCK CORPOR HI YLD FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,699 shares 14,699 $131K 0.01% new Timeline EVLV EVOLV TECHNOLOGIES HLDNGS IN More: the full row for EVOLV TECHNOLOGIES HLDNGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,670 shares; 2024Q4: 10,670 shares; 2025Q1: 10,670 shares; 2025Q2: not reported; 2025Q3: 10,670 shares; 2025Q4: 10,670 shares 10,670 $76.4K 0.01% 0 Timeline PPSI PIONEER PWR SOLUTIONS INC More: the full row for PIONEER PWR SOLUTIONS 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: 16,025 shares; 2025Q2: not reported; 2025Q3: 16,025 shares; 2025Q4: 16,025 shares 16,025 $75.8K 0.01% 0 Timeline INTENSITY THERAPEUTICS INC INTENSITY THERAPEUTICS INC More: the full row for INTENSITY THERAPEUTICS 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: 153,447 shares 153,447 $62.9K 0.01% new WIT WIPRO LTD More: the full row for WIPRO 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: 13,030 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,066 shares 21,066 $59.8K 0.01% new Timeline SANG SANGOMA TECHNOLOGIES CORP More: the full row for SANGOMA TECHNOLOGIES CORP 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: not reported; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $50.3K 0.01% 0 Timeline NPWR NET POWER INC More: the full row for NET POWER 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: 16,393 shares; 2025Q2: not reported; 2025Q3: 16,393 shares; 2025Q4: 16,393 shares 16,393 $37.4K <0.01% 0 Timeline SEED ORIGIN AGRITECH LIMITED More: the full row for ORIGIN AGRITECH LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,542 shares; 2024Q4: 41,542 shares; 2025Q1: 41,542 shares; 2025Q2: not reported; 2025Q3: 41,542 shares; 2025Q4: 20,771 shares 20,771 $23.1K <0.01% -20,771 Timeline NINE ENERGY SERVICE INC NINE ENERGY SERVICE INC More: the full row for NINE ENERGY SERVICE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 33,199 shares; 2025Q1: 33,199 shares; 2025Q2: not reported; 2025Q3: 29,042 shares; 2025Q4: 29,042 shares 29,042 $10K <0.01% 0