ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,599,176 shares; 2024Q4: 2,599,176 shares; 2025Q1: 2,382,041 shares; 2025Q2: 2,347,722 shares; 2025Q3: 2,586,253 shares; 2025Q4: 2,391,373 shares 2,391,373 $344M 27.81% -194,880 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: 2,472,250 shares; 2024Q4: 2,483,760 shares; 2025Q1: 2,410,102 shares; 2025Q2: 2,397,655 shares; 2025Q3: 2,381,322 shares; 2025Q4: 2,333,788 shares 2,333,788 $92.4M 7.46% -47,534 Timeline DCOR 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: 17,208 shares; 2024Q4: 17,210 shares; 2025Q1: 125,771 shares; 2025Q2: 407,930 shares; 2025Q3: 631,384 shares; 2025Q4: 721,936 shares 721,936 $53.2M 4.29% +90,552 Timeline DFAX 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: 996,138 shares; 2024Q4: 993,253 shares; 2025Q1: 1,100,527 shares; 2025Q2: 1,252,551 shares; 2025Q3: 1,379,082 shares; 2025Q4: 1,428,375 shares 1,428,375 $46.8M 3.78% +49,293 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: 32,440 shares; 2024Q4: 32,522 shares; 2025Q1: 440,358 shares; 2025Q2: 467,099 shares; 2025Q3: 491,087 shares; 2025Q4: 508,833 shares 508,833 $37.4M 3.02% +17,746 Timeline DFAI 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: 849,950 shares; 2024Q4: 895,035 shares; 2025Q1: 893,680 shares; 2025Q2: 902,412 shares; 2025Q3: 896,025 shares; 2025Q4: 855,347 shares 855,347 $32.6M 2.63% -40,678 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 338,645 shares; 2024Q4: 337,724 shares; 2025Q1: 337,618 shares; 2025Q2: 335,693 shares; 2025Q3: 334,596 shares; 2025Q4: 334,036 shares 334,036 $29.4M 2.38% -560 Timeline AGO ASSURED GUARANTY LTD More: the full row for ASSURED GUARANTY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 292,964 shares; 2024Q4: 292,952 shares; 2025Q1: 292,429 shares; 2025Q2: 296,957 shares; 2025Q3: 296,746 shares; 2025Q4: 296,746 shares 296,746 $26.7M 2.15% 0 Timeline DWM 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: 390,651 shares; 2024Q4: 390,651 shares; 2025Q1: 389,546 shares; 2025Q2: 386,546 shares; 2025Q3: 386,546 shares; 2025Q4: 386,546 shares 386,546 $26.6M 2.15% 0 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,382 shares; 2024Q4: 22,382 shares; 2025Q1: 530,110 shares; 2025Q2: 549,843 shares; 2025Q3: 547,891 shares; 2025Q4: 546,827 shares 546,827 $25.5M 2.06% -1,064 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: 76,638 shares; 2024Q4: 76,914 shares; 2025Q1: 75,437 shares; 2025Q2: 73,664 shares; 2025Q3: 77,504 shares; 2025Q4: 75,037 shares 75,037 $20.4M 1.65% -2,467 Timeline DFIV 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: 25,332 shares; 2024Q4: 25,386 shares; 2025Q1: 363,521 shares; 2025Q2: 367,859 shares; 2025Q3: 371,527 shares; 2025Q4: 387,669 shares 387,669 $19.3M 1.56% +16,142 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: 6,976 shares; 2024Q4: 6,976 shares; 2025Q1: 224,275 shares; 2025Q2: 227,424 shares; 2025Q3: 227,525 shares; 2025Q4: 247,036 shares 247,036 $17.2M 1.39% +19,511 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 217,176 shares 217,176 $16.4M 1.32% new Timeline DISV 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: 478,275 shares; 2024Q4: 483,365 shares; 2025Q1: 445,081 shares; 2025Q2: 439,644 shares; 2025Q3: 436,602 shares; 2025Q4: 423,681 shares 423,681 $16.1M 1.3% -12,921 Timeline DLS 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: 202,516 shares; 2024Q4: 202,350 shares; 2025Q1: 202,350 shares; 2025Q2: 200,354 shares; 2025Q3: 199,662 shares; 2025Q4: 195,757 shares 195,757 $15.9M 1.28% -3,905 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: 139,052 shares; 2024Q4: 139,513 shares; 2025Q1: 155,934 shares; 2025Q2: 153,196 shares; 2025Q3: 152,780 shares; 2025Q4: 168,257 shares 168,257 $14.9M 1.2% +15,477 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: 77,543 shares; 2024Q4: 77,377 shares; 2025Q1: 77,311 shares; 2025Q2: 78,064 shares; 2025Q3: 77,363 shares; 2025Q4: 76,404 shares 76,404 $14M 1.13% -959 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: 55,675 shares; 2024Q4: 55,317 shares; 2025Q1: 54,351 shares; 2025Q2: 55,188 shares; 2025Q3: 55,416 shares; 2025Q4: 53,966 shares 53,966 $13.4M 1.08% -1,450 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: 68,210 shares; 2024Q4: 66,020 shares; 2025Q1: 66,583 shares; 2025Q2: 70,692 shares; 2025Q3: 69,700 shares; 2025Q4: 70,298 shares 70,298 $13.1M 1.06% +598 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: 90,351 shares; 2024Q4: 90,146 shares; 2025Q1: 67,817 shares; 2025Q2: 66,526 shares; 2025Q3: 67,195 shares; 2025Q4: 67,738 shares 67,738 $10.8M 0.87% +543 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,529 shares; 2024Q4: 1,529 shares; 2025Q1: 83,858 shares; 2025Q2: 80,884 shares; 2025Q3: 80,884 shares; 2025Q4: 80,884 shares 80,884 $9.04M 0.73% 0 Timeline DFAR 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: 54,073 shares; 2025Q2: 148,232 shares; 2025Q3: 260,677 shares; 2025Q4: 352,787 shares 352,787 $8.08M 0.65% +92,110 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: 10,203 shares; 2024Q4: 9,304 shares; 2025Q1: 9,766 shares; 2025Q2: 9,589 shares; 2025Q3: 9,699 shares; 2025Q4: 9,663 shares 9,663 $6.59M 0.53% -36 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: 21,388 shares; 2024Q4: 21,295 shares; 2025Q1: 20,226 shares; 2025Q2: 18,984 shares; 2025Q3: 18,380 shares; 2025Q4: 18,552 shares 18,552 $6.42M 0.52% +172 Timeline DFLV 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: 197,600 shares; 2024Q4: 210,960 shares; 2025Q1: 199,943 shares; 2025Q2: 197,594 shares; 2025Q3: 189,739 shares; 2025Q4: 175,324 shares 175,324 $6M 0.48% -14,415 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,417 shares; 2024Q4: 1,417 shares; 2025Q1: 22,129 shares; 2025Q2: 23,783 shares; 2025Q3: 25,500 shares; 2025Q4: 28,431 shares 28,431 $5.9M 0.48% +2,931 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: 53,227 shares; 2024Q4: 53,083 shares; 2025Q1: 53,330 shares; 2025Q2: 53,221 shares; 2025Q3: 56,052 shares; 2025Q4: 56,903 shares 56,903 $5.77M 0.47% +851 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,114 shares; 2024Q4: 40,114 shares; 2025Q1: 40,503 shares; 2025Q2: 40,608 shares; 2025Q3: 39,921 shares; 2025Q4: 40,065 shares 40,065 $5.53M 0.45% +144 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,781 shares; 2024Q4: 33,781 shares; 2025Q1: 33,781 shares; 2025Q2: 33,781 shares; 2025Q3: 33,131 shares; 2025Q4: 33,131 shares 33,131 $5.4M 0.44% 0 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: 15,754 shares; 2024Q4: 15,793 shares; 2025Q1: 15,507 shares; 2025Q2: 17,020 shares; 2025Q3: 16,889 shares; 2025Q4: 16,903 shares 16,903 $5.3M 0.43% +14 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: 9,788 shares; 2024Q4: 11,308 shares; 2025Q1: 13,825 shares; 2025Q2: 14,159 shares; 2025Q3: 14,164 shares; 2025Q4: 14,323 shares 14,323 $4.8M 0.39% +159 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: 33,531 shares; 2024Q4: 33,478 shares; 2025Q1: 33,829 shares; 2025Q2: 33,775 shares; 2025Q3: 33,923 shares; 2025Q4: 33,773 shares 33,773 $4.77M 0.39% -150 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 440 shares; 2024Q4: 442 shares; 2025Q1: 26,770 shares; 2025Q2: 29,338 shares; 2025Q3: 32,461 shares; 2025Q4: 35,757 shares 35,757 $4.5M 0.36% +3,296 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 94,115 shares; 2025Q2: 97,797 shares; 2025Q3: 88,511 shares; 2025Q4: 89,594 shares 89,594 $4.32M 0.35% +1,083 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: 39,770 shares; 2024Q4: 37,745 shares; 2025Q1: 40,122 shares; 2025Q2: 41,433 shares; 2025Q3: 41,014 shares; 2025Q4: 35,170 shares 35,170 $4.23M 0.34% -5,844 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: 6,465 shares; 2024Q4: 6,465 shares; 2025Q1: 6,229 shares; 2025Q2: 6,242 shares; 2025Q3: 6,269 shares; 2025Q4: 6,344 shares 6,344 $3.98M 0.32% +75 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: 7,518 shares; 2024Q4: 7,655 shares; 2025Q1: 7,811 shares; 2025Q2: 7,643 shares; 2025Q3: 7,533 shares; 2025Q4: 7,352 shares 7,352 $3.7M 0.3% -181 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: 52,004 shares; 2024Q4: 54,207 shares; 2025Q1: 53,187 shares; 2025Q2: 52,597 shares; 2025Q3: 51,621 shares; 2025Q4: 51,375 shares 51,375 $3.59M 0.29% -246 Timeline DFGR 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: 142,958 shares; 2024Q4: 159,330 shares; 2025Q1: 147,143 shares; 2025Q2: 141,374 shares; 2025Q3: 139,094 shares; 2025Q4: 129,964 shares 129,964 $3.43M 0.28% -9,130 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: 13,975 shares; 2024Q4: 14,962 shares; 2025Q1: 14,919 shares; 2025Q2: 15,067 shares; 2025Q3: 15,315 shares; 2025Q4: 14,835 shares 14,835 $3.39M 0.27% -480 Timeline DSTL ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,496 shares; 2024Q4: 6,503 shares; 2025Q1: 9,004 shares; 2025Q2: 9,805 shares; 2025Q3: 50,100 shares; 2025Q4: 57,198 shares 57,198 $3.37M 0.27% +7,098 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,687 shares; 2024Q4: 5,687 shares; 2025Q1: 42,375 shares; 2025Q2: 42,375 shares; 2025Q3: 42,375 shares; 2025Q4: 42,375 shares 42,375 $3.21M 0.26% 0 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: 14,780 shares; 2024Q4: 14,780 shares; 2025Q1: 11,727 shares; 2025Q2: 11,443 shares; 2025Q3: 15,250 shares; 2025Q4: 15,229 shares 15,229 $3.07M 0.25% -21 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,497 shares; 2024Q4: 58,794 shares; 2025Q1: 57,371 shares; 2025Q2: 57,372 shares; 2025Q3: 61,092 shares; 2025Q4: 56,630 shares 56,630 $2.99M 0.24% -4,462 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,655 shares; 2024Q4: 40,655 shares; 2025Q1: 40,655 shares; 2025Q2: 40,882 shares; 2025Q3: 40,926 shares; 2025Q4: 39,720 shares 39,720 $2.95M 0.24% -1,206 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: 12,442 shares; 2024Q4: 12,753 shares; 2025Q1: 14,260 shares; 2025Q2: 14,120 shares; 2025Q3: 14,165 shares; 2025Q4: 14,071 shares 14,071 $2.91M 0.24% -94 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,983 shares; 2024Q4: 10,951 shares; 2025Q1: 10,948 shares; 2025Q2: 11,004 shares; 2025Q3: 10,845 shares; 2025Q4: 10,845 shares 10,845 $2.91M 0.24% 0 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: 2,567 shares; 2024Q4: 2,567 shares; 2025Q1: 14,491 shares; 2025Q2: 14,491 shares; 2025Q3: 14,506 shares; 2025Q4: 14,333 shares 14,333 $2.74M 0.22% -173 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: 26,495 shares; 2024Q4: 27,154 shares; 2025Q1: 25,815 shares; 2025Q2: 26,435 shares; 2025Q3: 24,360 shares; 2025Q4: 24,032 shares 24,032 $2.68M 0.22% -328 Timeline BITQ BITWISE FUNDS TRUST More: the full row for BITWISE FUNDS 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: 132,727 shares 132,727 $2.65M 0.21% new Timeline ISCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,567 shares; 2024Q4: 48,567 shares; 2025Q1: 46,497 shares; 2025Q2: 46,497 shares; 2025Q3: 46,497 shares; 2025Q4: 46,497 shares 46,497 $2.58M 0.21% 0 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,158 shares; 2024Q4: 29,158 shares; 2025Q1: 29,129 shares; 2025Q2: 29,129 shares; 2025Q3: 29,230 shares; 2025Q4: 29,002 shares 29,002 $2.53M 0.2% -228 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,465 shares; 2025Q2: 12,465 shares; 2025Q3: 12,465 shares; 2025Q4: 12,465 shares 12,465 $2.49M 0.2% 0 Timeline TLTD FLEXSHARES TR More: the full row for FLEXSHARES 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: 26,436 shares; 2025Q2: 26,436 shares; 2025Q3: 26,436 shares; 2025Q4: 26,436 shares 26,436 $2.45M 0.2% 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: 7,193 shares; 2024Q4: 6,936 shares; 2025Q1: 6,690 shares; 2025Q2: 7,656 shares; 2025Q3: 26,284 shares; 2025Q4: 26,088 shares 26,088 $2.43M 0.2% -196 Timeline DFAU 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: 53,748 shares; 2024Q4: 53,310 shares; 2025Q1: 53,030 shares; 2025Q2: 53,001 shares; 2025Q3: 52,598 shares; 2025Q4: 51,728 shares 51,728 $2.42M 0.2% -870 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,730 shares; 2024Q4: 29,730 shares; 2025Q1: 29,730 shares; 2025Q2: 29,730 shares; 2025Q3: 29,730 shares; 2025Q4: 29,730 shares 29,730 $2.37M 0.19% 0 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: 9,722 shares; 2024Q4: 9,722 shares; 2025Q1: 10,135 shares; 2025Q2: 10,124 shares; 2025Q3: 10,118 shares; 2025Q4: 10,218 shares 10,218 $2.25M 0.18% +100 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: 3,851 shares; 2024Q4: 3,841 shares; 2025Q1: 3,841 shares; 2025Q2: 3,831 shares; 2025Q3: 3,967 shares; 2025Q4: 3,913 shares 3,913 $2.24M 0.18% -54 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: 26,763 shares; 2024Q4: 26,764 shares; 2025Q1: 26,307 shares; 2025Q2: 26,351 shares; 2025Q3: 26,519 shares; 2025Q4: 26,634 shares 26,634 $2.22M 0.18% +115 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,991 shares; 2024Q4: 22,991 shares; 2025Q1: 22,961 shares; 2025Q2: 22,961 shares; 2025Q3: 23,665 shares; 2025Q4: 23,400 shares 23,400 $2.2M 0.18% -265 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: 3,306 shares; 2024Q4: 3,087 shares; 2025Q1: 2,129 shares; 2025Q2: 1,964 shares; 2025Q3: 2,594 shares; 2025Q4: 2,040 shares 2,040 $2.19M 0.18% -554 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: 37,015 shares; 2024Q4: 36,199 shares; 2025Q1: 34,318 shares; 2025Q2: 35,139 shares; 2025Q3: 40,412 shares; 2025Q4: 39,770 shares 39,770 $2.19M 0.18% -642 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,321 shares; 2024Q4: 1,670 shares; 2025Q1: 3,002 shares; 2025Q2: 3,756 shares; 2025Q3: 3,983 shares; 2025Q4: 4,697 shares 4,697 $2.11M 0.17% +714 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: 7,418 shares; 2024Q4: 7,400 shares; 2025Q1: 7,045 shares; 2025Q2: 6,994 shares; 2025Q3: 6,838 shares; 2025Q4: 6,776 shares 6,776 $2.07M 0.17% -62 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,040 shares; 2024Q4: 9,128 shares; 2025Q1: 8,654 shares; 2025Q2: 8,660 shares; 2025Q3: 17,536 shares; 2025Q4: 16,875 shares 16,875 $1.97M 0.16% -661 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: 13,336 shares; 2024Q4: 13,336 shares; 2025Q1: 13,336 shares; 2025Q2: 13,099 shares; 2025Q3: 13,736 shares; 2025Q4: 12,286 shares 12,286 $1.87M 0.15% -1,450 Timeline IMCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,656 shares; 2024Q4: 22,656 shares; 2025Q1: 22,656 shares; 2025Q2: 22,656 shares; 2025Q3: 22,656 shares; 2025Q4: 22,656 shares 22,656 $1.87M 0.15% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,364 shares; 2024Q4: 6,364 shares; 2025Q1: 6,254 shares; 2025Q2: 6,212 shares; 2025Q3: 6,261 shares; 2025Q4: 6,331 shares 6,331 $1.84M 0.15% +70 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,582 shares; 2024Q4: 44,082 shares; 2025Q1: 44,082 shares; 2025Q2: 44,082 shares; 2025Q3: 44,082 shares; 2025Q4: 44,082 shares 44,082 $1.82M 0.15% 0 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,650 shares; 2024Q4: 1,650 shares; 2025Q1: 19,331 shares; 2025Q2: 19,331 shares; 2025Q3: 19,174 shares; 2025Q4: 19,174 shares 19,174 $1.8M 0.15% 0 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: 30,872 shares; 2024Q4: 30,465 shares; 2025Q1: 31,327 shares; 2025Q2: 31,011 shares; 2025Q3: 30,495 shares; 2025Q4: 30,344 shares 30,344 $1.72M 0.14% -151 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: 832 shares; 2024Q4: 643 shares; 2025Q1: 589 shares; 2025Q2: 1,546 shares; 2025Q3: 1,613 shares; 2025Q4: 2,587 shares 2,587 $1.69M 0.14% +974 Timeline DUSB 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: 11,735 shares; 2025Q2: 11,735 shares; 2025Q3: 24,268 shares; 2025Q4: 32,848 shares 32,848 $1.66M 0.13% +8,580 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: 3,319 shares; 2024Q4: 3,319 shares; 2025Q1: 3,319 shares; 2025Q2: 3,319 shares; 2025Q3: 3,319 shares; 2025Q4: 3,399 shares 3,399 $1.66M 0.13% +80 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,000 shares; 2024Q4: 23,000 shares; 2025Q1: 24,900 shares; 2025Q2: 27,900 shares; 2025Q3: 27,900 shares; 2025Q4: 27,900 shares 27,900 $1.62M 0.13% 0 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,005 shares; 2024Q4: 118,986 shares; 2025Q1: 118,986 shares; 2025Q2: 118,986 shares; 2025Q3: 118,986 shares; 2025Q4: 118,986 shares 118,986 $1.61M 0.13% 0 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: 10,863 shares; 2024Q4: 14,833 shares; 2025Q1: 20,179 shares; 2025Q2: 20,843 shares; 2025Q3: 20,843 shares; 2025Q4: 20,843 shares 20,843 $1.57M 0.13% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,644 shares; 2024Q4: 8,903 shares; 2025Q1: 7,934 shares; 2025Q2: 7,954 shares; 2025Q3: 7,856 shares; 2025Q4: 7,933 shares 7,933 $1.55M 0.13% +77 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,906 shares; 2024Q4: 18,654 shares; 2025Q1: 17,779 shares; 2025Q2: 17,334 shares; 2025Q3: 17,279 shares; 2025Q4: 17,448 shares 17,448 $1.53M 0.12% +169 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,679 shares; 2024Q4: 3,679 shares; 2025Q1: 3,215 shares; 2025Q2: 3,150 shares; 2025Q3: 3,080 shares; 2025Q4: 3,080 shares 3,080 $1.49M 0.12% 0 Timeline AVIV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,908 shares; 2025Q2: 20,908 shares; 2025Q3: 20,908 shares; 2025Q4: 20,908 shares 20,908 $1.49M 0.12% 0 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,098 shares; 2024Q4: 1,098 shares; 2025Q1: 18,254 shares; 2025Q2: 17,675 shares; 2025Q3: 17,675 shares; 2025Q4: 17,675 shares 17,675 $1.46M 0.12% 0 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,598 shares; 2024Q4: 22,598 shares; 2025Q1: 16,473 shares; 2025Q2: 16,473 shares; 2025Q3: 16,473 shares; 2025Q4: 16,473 shares 16,473 $1.44M 0.12% 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: 5,244 shares; 2024Q4: 5,244 shares; 2025Q1: 5,104 shares; 2025Q2: 5,104 shares; 2025Q3: 5,252 shares; 2025Q4: 5,134 shares 5,134 $1.41M 0.11% -118 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: 13,036 shares; 2024Q4: 14,145 shares; 2025Q1: 12,621 shares; 2025Q2: 12,708 shares; 2025Q3: 13,751 shares; 2025Q4: 13,242 shares 13,242 $1.39M 0.11% -509 Timeline SIGI SELECTIVE INS GROUP INC More: the full row for SELECTIVE INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,712 shares; 2025Q2: 14,901 shares; 2025Q3: 16,804 shares; 2025Q4: 16,411 shares 16,411 $1.37M 0.11% -393 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: 43,728 shares; 2024Q4: 43,728 shares; 2025Q1: 43,728 shares; 2025Q2: 43,728 shares; 2025Q3: 43,728 shares; 2025Q4: 42,728 shares 42,728 $1.37M 0.11% -1,000 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,657 shares; 2025Q2: 28,657 shares; 2025Q3: 28,657 shares; 2025Q4: 28,657 shares 28,657 $1.37M 0.11% 0 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: 9,457 shares; 2024Q4: 9,457 shares; 2025Q1: 9,380 shares; 2025Q2: 9,398 shares; 2025Q3: 9,387 shares; 2025Q4: 9,296 shares 9,296 $1.33M 0.11% -91 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: 12,077 shares; 2024Q4: 12,004 shares; 2025Q1: 9,383 shares; 2025Q2: 9,373 shares; 2025Q3: 9,373 shares; 2025Q4: 9,248 shares 9,248 $1.33M 0.11% -125 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,186 shares; 2025Q2: 17,186 shares; 2025Q3: 17,186 shares; 2025Q4: 17,186 shares 17,186 $1.32M 0.11% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,714 shares; 2024Q4: 10,714 shares; 2025Q1: 10,714 shares; 2025Q2: 10,275 shares; 2025Q3: 10,311 shares; 2025Q4: 10,311 shares 10,311 $1.32M 0.11% 0 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,797 shares; 2024Q4: 18,812 shares; 2025Q1: 26,672 shares; 2025Q2: 26,878 shares; 2025Q3: 26,853 shares; 2025Q4: 28,687 shares 28,687 $1.32M 0.11% +1,834 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,705 shares; 2024Q4: 21,822 shares; 2025Q1: 21,507 shares; 2025Q2: 23,077 shares; 2025Q3: 26,924 shares; 2025Q4: 22,891 shares 22,891 $1.31M 0.11% -4,033 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,088 shares; 2024Q4: 4,071 shares; 2025Q1: 3,799 shares; 2025Q2: 3,808 shares; 2025Q3: 3,808 shares; 2025Q4: 3,883 shares 3,883 $1.31M 0.11% +75 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: 7,647 shares; 2024Q4: 2,405 shares; 2025Q1: 7,370 shares; 2025Q2: 4,897 shares; 2025Q3: 3,426 shares; 2025Q4: 6,167 shares 6,167 $1.3M 0.1% +2,741 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: 2,312 shares; 2024Q4: 2,343 shares; 2025Q1: 2,310 shares; 2025Q2: 2,322 shares; 2025Q3: 2,274 shares; 2025Q4: 2,246 shares 2,246 $1.28M 0.1% -28 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,192 shares; 2025Q2: 19,192 shares; 2025Q3: 19,320 shares; 2025Q4: 17,706 shares 17,706 $1.27M 0.1% -1,614 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: 1,379 shares; 2024Q4: 1,330 shares; 2025Q1: 1,233 shares; 2025Q2: 1,610 shares; 2025Q3: 1,997 shares; 2025Q4: 2,239 shares 2,239 $1.27M 0.1% +242 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: 580 shares; 2024Q4: 640 shares; 2025Q1: 815 shares; 2025Q2: 817 shares; 2025Q3: 5,114 shares; 2025Q4: 7,046 shares 7,046 $1.25M 0.1% +1,932 Timeline EFV 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: 1,429 shares; 2024Q4: 1,429 shares; 2025Q1: 17,206 shares; 2025Q2: 17,436 shares; 2025Q3: 17,436 shares; 2025Q4: 17,275 shares 17,275 $1.23M 0.1% -161 Timeline ISCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,201 shares; 2024Q4: 18,201 shares; 2025Q1: 17,976 shares; 2025Q2: 17,976 shares; 2025Q3: 17,976 shares; 2025Q4: 17,976 shares 17,976 $1.23M 0.1% 0 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,514 shares; 2024Q4: 16,721 shares; 2025Q1: 16,284 shares; 2025Q2: 15,524 shares; 2025Q3: 15,754 shares; 2025Q4: 15,727 shares 15,727 $1.21M 0.1% -27 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: 1,553 shares; 2024Q4: 1,623 shares; 2025Q1: 1,418 shares; 2025Q2: 1,583 shares; 2025Q3: 1,472 shares; 2025Q4: 1,263 shares 1,263 $1.11M 0.09% -209 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,318 shares; 2024Q4: 1,175 shares; 2025Q1: 1,074 shares; 2025Q2: 906 shares; 2025Q3: 703 shares; 2025Q4: 11,833 shares 11,833 $1.11M 0.09% +11,130 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: 6,990 shares; 2024Q4: 6,990 shares; 2025Q1: 7,834 shares; 2025Q2: 8,044 shares; 2025Q3: 8,015 shares; 2025Q4: 6,845 shares 6,845 $1.1M 0.09% -1,170 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111 shares; 2024Q4: 434 shares; 2025Q1: 347 shares; 2025Q2: 802 shares; 2025Q3: 1,081 shares; 2025Q4: 1,571 shares 1,571 $1.06M 0.09% +490 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: 5,759 shares; 2024Q4: 5,490 shares; 2025Q1: 5,273 shares; 2025Q2: 5,223 shares; 2025Q3: 6,894 shares; 2025Q4: 5,367 shares 5,367 $1.05M 0.08% -1,527 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: 1,666 shares; 2024Q4: 2,883 shares; 2025Q1: 1,922 shares; 2025Q2: 2,793 shares; 2025Q3: 2,947 shares; 2025Q4: 3,424 shares 3,424 $1.04M 0.08% +477 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: 2,416 shares; 2024Q4: 2,442 shares; 2025Q1: 2,258 shares; 2025Q2: 2,243 shares; 2025Q3: 2,163 shares; 2025Q4: 2,209 shares 2,209 $1.03M 0.08% +46 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,648 shares; 2024Q4: 3,648 shares; 2025Q1: 3,648 shares; 2025Q2: 3,630 shares; 2025Q3: 3,685 shares; 2025Q4: 3,659 shares 3,659 $992K 0.08% -26 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: 17,799 shares; 2024Q4: 9,162 shares; 2025Q1: 14,151 shares; 2025Q2: 13,556 shares; 2025Q3: 13,124 shares; 2025Q4: 12,371 shares 12,371 $982K 0.08% -753 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,416 shares; 2024Q4: 1,199 shares; 2025Q1: 2,571 shares; 2025Q2: 1,522 shares; 2025Q3: 1,233 shares; 2025Q4: 2,024 shares 2,024 $958K 0.08% +791 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: 14,134 shares; 2024Q4: 14,134 shares; 2025Q1: 13,926 shares; 2025Q2: 13,208 shares; 2025Q3: 12,417 shares; 2025Q4: 11,742 shares 11,742 $955K 0.08% -675 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: 17,459 shares; 2024Q4: 17,459 shares; 2025Q1: 18,807 shares; 2025Q2: 17,459 shares; 2025Q3: 17,459 shares; 2025Q4: 17,300 shares 17,300 $948K 0.08% -159 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,800 shares; 2024Q4: 4,800 shares; 2025Q1: 4,800 shares; 2025Q2: 4,800 shares; 2025Q3: 4,800 shares; 2025Q4: 4,800 shares 4,800 $929K 0.08% 0 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,555 shares; 2024Q4: 17,330 shares; 2025Q1: 17,241 shares; 2025Q2: 17,013 shares; 2025Q3: 16,448 shares; 2025Q4: 16,147 shares 16,147 $910K 0.07% -301 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,514 shares; 2024Q4: 14,911 shares; 2025Q1: 14,918 shares; 2025Q2: 14,918 shares; 2025Q3: 14,309 shares; 2025Q4: 14,132 shares 14,132 $910K 0.07% -177 Timeline VSS 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: 6,307 shares; 2025Q2: 6,307 shares; 2025Q3: 6,307 shares; 2025Q4: 6,307 shares 6,307 $904K 0.07% 0 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 18,125 shares 18,125 $900K 0.07% +13,125 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: 4,416 shares; 2024Q4: 4,623 shares; 2025Q1: 4,465 shares; 2025Q2: 4,232 shares; 2025Q3: 3,384 shares; 2025Q4: 3,033 shares 3,033 $899K 0.07% -351 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,910 shares; 2024Q4: 4,910 shares; 2025Q1: 23,090 shares; 2025Q2: 24,290 shares; 2025Q3: 24,290 shares; 2025Q4: 17,640 shares 17,640 $897K 0.07% -6,650 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,267 shares; 2024Q4: 678 shares; 2025Q1: 820 shares; 2025Q2: 821 shares; 2025Q3: 817 shares; 2025Q4: 837 shares 837 $895K 0.07% +20 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,388 shares; 2024Q4: 17,242 shares; 2025Q1: 17,044 shares; 2025Q2: 17,044 shares; 2025Q3: 17,190 shares; 2025Q4: 17,099 shares 17,099 $865K 0.07% -91 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: 2,460 shares; 2024Q4: 2,653 shares; 2025Q1: 2,226 shares; 2025Q2: 3,866 shares; 2025Q3: 3,890 shares; 2025Q4: 3,546 shares 3,546 $859K 0.07% -344 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: 7,578 shares; 2024Q4: 7,608 shares; 2025Q1: 7,065 shares; 2025Q2: 6,696 shares; 2025Q3: 5,981 shares; 2025Q4: 5,554 shares 5,554 $856K 0.07% -427 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,742 shares; 2024Q4: 2,742 shares; 2025Q1: 2,749 shares; 2025Q2: 2,740 shares; 2025Q3: 2,744 shares; 2025Q4: 2,704 shares 2,704 $844K 0.07% -40 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,315 shares; 2024Q4: 2,315 shares; 2025Q1: 2,315 shares; 2025Q2: 2,315 shares; 2025Q3: 2,115 shares; 2025Q4: 2,115 shares 2,115 $838K 0.07% 0 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,953 shares; 2024Q4: 4,953 shares; 2025Q1: 4,694 shares; 2025Q2: 4,664 shares; 2025Q3: 4,524 shares; 2025Q4: 4,499 shares 4,499 $835K 0.07% -25 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: 4,545 shares; 2024Q4: 4,426 shares; 2025Q1: 4,258 shares; 2025Q2: 4,354 shares; 2025Q3: 3,664 shares; 2025Q4: 3,625 shares 3,625 $830K 0.07% -39 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: 4,270 shares; 2024Q4: 4,562 shares; 2025Q1: 4,183 shares; 2025Q2: 3,847 shares; 2025Q3: 3,847 shares; 2025Q4: 3,847 shares 3,847 $803K 0.06% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,615 shares; 2024Q4: 11,130 shares; 2025Q1: 10,888 shares; 2025Q2: 11,197 shares; 2025Q3: 9,032 shares; 2025Q4: 8,346 shares 8,346 $802K 0.06% -686 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: 4,081 shares; 2024Q4: 4,006 shares; 2025Q1: 4,018 shares; 2025Q2: 4,028 shares; 2025Q3: 4,041 shares; 2025Q4: 4,609 shares 4,609 $800K 0.06% +568 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE 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: 22,000 shares; 2025Q3: 22,000 shares; 2025Q4: 22,000 shares 22,000 $784K 0.06% 0 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,801 shares; 2024Q4: not reported; 2025Q1: 14,957 shares; 2025Q2: 2,979 shares; 2025Q3: 1,221 shares; 2025Q4: 5,535 shares 5,535 $783K 0.06% +4,314 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,020 shares; 2024Q4: 2,026 shares; 2025Q1: 2,026 shares; 2025Q2: 2,026 shares; 2025Q3: 2,006 shares; 2025Q4: 2,006 shares 2,006 $781K 0.06% 0 Timeline ILCG 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: 7,230 shares; 2024Q4: 7,230 shares; 2025Q1: 7,230 shares; 2025Q2: 7,230 shares; 2025Q3: 7,230 shares; 2025Q4: 7,230 shares 7,230 $752K 0.06% 0 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: 3,000 shares; 2024Q4: 5,726 shares; 2025Q1: 7,400 shares; 2025Q2: 10,255 shares; 2025Q3: 10,263 shares; 2025Q4: 9,144 shares 9,144 $747K 0.06% -1,119 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: 1,804 shares; 2024Q4: 1,970 shares; 2025Q1: 2,087 shares; 2025Q2: 2,033 shares; 2025Q3: 2,357 shares; 2025Q4: 2,390 shares 2,390 $736K 0.06% +33 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: 18,558 shares; 2024Q4: 18,643 shares; 2025Q1: 18,748 shares; 2025Q2: 18,294 shares; 2025Q3: 18,527 shares; 2025Q4: 18,805 shares 18,805 $709K 0.06% +278 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: 1,529 shares; 2024Q4: 1,529 shares; 2025Q1: 1,299 shares; 2025Q2: 1,299 shares; 2025Q3: 1,299 shares; 2025Q4: 1,145 shares 1,145 $703K 0.06% -154 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,661 shares; 2024Q4: 1,646 shares; 2025Q1: 1,669 shares; 2025Q2: 1,607 shares; 2025Q3: 1,686 shares; 2025Q4: 1,999 shares 1,999 $701K 0.06% +313 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,391 shares; 2024Q4: 11,391 shares; 2025Q1: 11,391 shares; 2025Q2: 11,391 shares; 2025Q3: 11,391 shares; 2025Q4: 11,241 shares 11,241 $699K 0.06% -150 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: 5,374 shares; 2024Q4: 5,374 shares; 2025Q1: 5,159 shares; 2025Q2: 5,159 shares; 2025Q3: 5,486 shares; 2025Q4: 5,015 shares 5,015 $666K 0.05% -471 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,430 shares; 2025Q2: 5,430 shares; 2025Q3: 5,317 shares; 2025Q4: 4,773 shares 4,773 $665K 0.05% -544 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,365 shares; 2024Q4: 11,365 shares; 2025Q1: 11,508 shares; 2025Q2: 11,508 shares; 2025Q3: 11,315 shares; 2025Q4: 11,315 shares 11,315 $665K 0.05% 0 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: 790 shares; 2024Q4: 790 shares; 2025Q1: 3,143 shares; 2025Q2: 3,143 shares; 2025Q3: 3,141 shares; 2025Q4: 2,566 shares 2,566 $662K 0.05% -575 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,287 shares; 2024Q4: 2,287 shares; 2025Q1: 1,976 shares; 2025Q2: 1,930 shares; 2025Q3: 1,902 shares; 2025Q4: 1,877 shares 1,877 $657K 0.05% -25 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,429 shares; 2024Q4: 37,429 shares; 2025Q1: 33,666 shares; 2025Q2: 34,120 shares; 2025Q3: 33,090 shares; 2025Q4: 31,739 shares 31,739 $655K 0.05% -1,351 Timeline PAPI 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: 48,100 shares; 2024Q4: 48,100 shares; 2025Q1: 50,100 shares; 2025Q2: 53,600 shares; 2025Q3: 29,800 shares; 2025Q4: 25,000 shares 25,000 $645K 0.05% -4,800 Timeline VST VISTRA CORP More: the full row for VISTRA 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: 140 shares; 2025Q2: 286 shares; 2025Q3: 451 shares; 2025Q4: 3,972 shares 3,972 $641K 0.05% +3,521 Timeline DGRW 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: 1,733 shares; 2025Q2: 6,879 shares; 2025Q3: 6,772 shares; 2025Q4: 7,016 shares 7,016 $627K 0.05% +244 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: 2,514 shares; 2024Q4: 2,679 shares; 2025Q1: 2,930 shares; 2025Q2: 2,514 shares; 2025Q3: 2,592 shares; 2025Q4: 2,692 shares 2,692 $623K 0.05% +100 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: 810 shares; 2024Q4: 889 shares; 2025Q1: 1,185 shares; 2025Q2: 3,016 shares; 2025Q3: 3,866 shares; 2025Q4: 3,798 shares 3,798 $611K 0.05% -68 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,094 shares; 2024Q4: 6,884 shares; 2025Q1: 6,884 shares; 2025Q2: 10,121 shares; 2025Q3: 10,344 shares; 2025Q4: 7,599 shares 7,599 $610K 0.05% -2,745 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: 597 shares; 2024Q4: 582 shares; 2025Q1: 582 shares; 2025Q2: 582 shares; 2025Q3: 564 shares; 2025Q4: 564 shares 564 $604K 0.05% 0 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: 739 shares; 2024Q4: 739 shares; 2025Q1: 746 shares; 2025Q2: 704 shares; 2025Q3: 709 shares; 2025Q4: 700 shares 700 $603K 0.05% -9 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: 2,411 shares; 2024Q4: 2,411 shares; 2025Q1: 3,027 shares; 2025Q2: 3,093 shares; 2025Q3: 3,103 shares; 2025Q4: 2,422 shares 2,422 $598K 0.05% -681 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,853 shares; 2025Q3: 4,853 shares; 2025Q4: 4,365 shares 4,365 $578K 0.05% -488 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,331 shares; 2024Q4: 5,381 shares; 2025Q1: 6,207 shares; 2025Q2: 4,983 shares; 2025Q3: 5,661 shares; 2025Q4: 5,697 shares 5,697 $569K 0.05% +36 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 301 shares; 2024Q4: 301 shares; 2025Q1: 10,594 shares; 2025Q2: 10,594 shares; 2025Q3: 10,548 shares; 2025Q4: 10,548 shares 10,548 $567K 0.05% 0 Timeline QQQJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 562,679 shares; 2024Q4: 562,679 shares; 2025Q1: 562,679 shares; 2025Q2: 562,679 shares; 2025Q3: 562,679 shares; 2025Q4: 562,679 shares 562,679 $563K 0.05% 0 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,309 shares; 2024Q4: 2,416 shares; 2025Q1: 2,053 shares; 2025Q2: 2,053 shares; 2025Q3: 2,336 shares; 2025Q4: 2,328 shares 2,328 $561K 0.05% -8 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,343 shares; 2024Q4: 4,343 shares; 2025Q1: 4,343 shares; 2025Q2: 4,343 shares; 2025Q3: 4,343 shares; 2025Q4: 4,343 shares 4,343 $560K 0.05% 0 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,983 shares; 2024Q4: 16,200 shares; 2025Q1: 13,455 shares; 2025Q2: 27,619 shares; 2025Q3: 27,240 shares; 2025Q4: 33,209 shares 33,209 $556K 0.04% +5,969 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: 515 shares; 2024Q4: 492 shares; 2025Q1: 567 shares; 2025Q2: 586 shares; 2025Q3: 586 shares; 2025Q4: 276 shares 276 $556K 0.04% -310 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,924 shares; 2024Q4: 1,924 shares; 2025Q1: 6,364 shares; 2025Q2: 6,364 shares; 2025Q3: 6,104 shares; 2025Q4: 12,208 shares 12,208 $546K 0.04% +6,104 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: 3,614 shares; 2024Q4: 500 shares; 2025Q1: 2,290 shares; 2025Q2: 2,942 shares; 2025Q3: 2,735 shares; 2025Q4: 2,206 shares 2,206 $543K 0.04% -529 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: 21,403 shares; 2024Q4: 24,236 shares; 2025Q1: 19,497 shares; 2025Q2: 19,398 shares; 2025Q3: 20,151 shares; 2025Q4: 13,321 shares 13,321 $543K 0.04% -6,830 Timeline WTV 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: 5,434 shares; 2024Q4: 5,434 shares; 2025Q1: 5,783 shares; 2025Q2: 5,785 shares; 2025Q3: 5,786 shares; 2025Q4: 5,788 shares 5,788 $540K 0.04% +2 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 621 shares; 2025Q1: 4,507 shares; 2025Q2: 4,507 shares; 2025Q3: 4,445 shares; 2025Q4: 4,445 shares 4,445 $538K 0.04% 0 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68 shares; 2024Q4: 68 shares; 2025Q1: 99 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares 100 $534K 0.04% 0 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: 1,094 shares; 2024Q4: 1,094 shares; 2025Q1: 1,001 shares; 2025Q2: 1,172 shares; 2025Q3: 1,065 shares; 2025Q4: 3,466 shares 3,466 $531K 0.04% +2,401 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,928 shares; 2025Q3: 10,928 shares; 2025Q4: 12,201 shares 12,201 $524K 0.04% +1,273 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,088 shares; 2024Q4: 14,998 shares; 2025Q1: 18,069 shares; 2025Q2: 17,594 shares; 2025Q3: 16,074 shares; 2025Q4: 14,145 shares 14,145 $522K 0.04% -1,929 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: 3,743 shares; 2024Q4: 3,743 shares; 2025Q1: 3,743 shares; 2025Q2: 3,743 shares; 2025Q3: 3,743 shares; 2025Q4: 3,743 shares 3,743 $521K 0.04% 0 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,825 shares; 2024Q4: 2,660 shares; 2025Q1: 2,143 shares; 2025Q2: 2,143 shares; 2025Q3: 2,056 shares; 2025Q4: 1,606 shares 1,606 $511K 0.04% -450 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,701 shares; 2025Q2: 6,548 shares; 2025Q3: 6,548 shares; 2025Q4: 6,290 shares 6,290 $511K 0.04% -258 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: 7,698 shares; 2024Q4: 7,376 shares; 2025Q1: 7,823 shares; 2025Q2: 9,226 shares; 2025Q3: 9,534 shares; 2025Q4: 8,583 shares 8,583 $495K 0.04% -951 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,303 shares 32,303 $485K 0.04% new Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 775 shares; 2024Q4: 775 shares; 2025Q1: 775 shares; 2025Q2: 775 shares; 2025Q3: 940 shares; 2025Q4: 811 shares 811 $462K 0.04% -129 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,852 shares; 2024Q4: 5,852 shares; 2025Q1: 6,403 shares; 2025Q2: 6,436 shares; 2025Q3: 6,466 shares; 2025Q4: 4,837 shares 4,837 $461K 0.04% -1,629 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,195 shares; 2024Q4: 17,989 shares; 2025Q1: 17,666 shares; 2025Q2: 18,318 shares; 2025Q3: 18,301 shares; 2025Q4: 18,301 shares 18,301 $460K 0.04% 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: 8,510 shares; 2024Q4: 9,029 shares; 2025Q1: 5,949 shares; 2025Q2: 5,529 shares; 2025Q3: 5,789 shares; 2025Q4: 6,726 shares 6,726 $451K 0.04% +937 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: 24,968 shares; 2024Q4: 24,480 shares; 2025Q1: 24,791 shares; 2025Q2: 24,413 shares; 2025Q3: 24,588 shares; 2025Q4: 24,893 shares 24,893 $447K 0.04% +305 Timeline DUHP 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: 9,752 shares; 2024Q4: 9,781 shares; 2025Q1: 9,805 shares; 2025Q2: 11,342 shares; 2025Q3: 11,650 shares; 2025Q4: 11,614 shares 11,614 $442K 0.04% -36 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,068 shares; 2024Q4: 1,068 shares; 2025Q1: 1,068 shares; 2025Q2: 1,068 shares; 2025Q3: 1,068 shares; 2025Q4: 1,068 shares 1,068 $421K 0.03% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,828 shares; 2024Q4: 23,800 shares; 2025Q1: 24,092 shares; 2025Q2: 24,213 shares; 2025Q3: 24,322 shares; 2025Q4: 24,244 shares 24,244 $419K 0.03% -78 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: 886 shares; 2024Q4: 691 shares; 2025Q1: 468 shares; 2025Q2: 468 shares; 2025Q3: 468 shares; 2025Q4: 468 shares 468 $411K 0.03% 0 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: 545 shares; 2024Q4: 545 shares; 2025Q1: 545 shares; 2025Q2: 545 shares; 2025Q3: 545 shares; 2025Q4: 545 shares 545 $411K 0.03% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,158 shares; 2024Q4: 5,929 shares; 2025Q1: 5,765 shares; 2025Q2: 6,287 shares; 2025Q3: 6,376 shares; 2025Q4: 6,323 shares 6,323 $403K 0.03% -53 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,377 shares; 2024Q4: 3,401 shares; 2025Q1: 3,452 shares; 2025Q2: 3,516 shares; 2025Q3: 2,963 shares; 2025Q4: 2,483 shares 2,483 $397K 0.03% -480 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: 1,649 shares; 2024Q4: 2,350 shares; 2025Q1: 3,894 shares; 2025Q2: 3,800 shares; 2025Q3: 2,284 shares; 2025Q4: 2,156 shares 2,156 $397K 0.03% -128 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,959 shares; 2024Q4: 7,959 shares; 2025Q1: 7,959 shares; 2025Q2: 7,997 shares; 2025Q3: 8,116 shares; 2025Q4: 7,321 shares 7,321 $394K 0.03% -795 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: 78 shares; 2024Q4: 78 shares; 2025Q1: 78 shares; 2025Q2: 564 shares; 2025Q3: 576 shares; 2025Q4: 572 shares 572 $392K 0.03% -4 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: 30,486 shares; 2024Q4: 30,785 shares; 2025Q1: 32,643 shares; 2025Q2: 30,378 shares; 2025Q3: 32,390 shares; 2025Q4: 15,720 shares 15,720 $390K 0.03% -16,670 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: 172 shares; 2024Q4: 455 shares; 2025Q1: 753 shares; 2025Q2: 849 shares; 2025Q3: 766 shares; 2025Q4: 826 shares 826 $387K 0.03% +60 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: 4,734 shares; 2024Q4: 2,734 shares; 2025Q1: 2,734 shares; 2025Q2: 2,778 shares; 2025Q3: 2,894 shares; 2025Q4: 2,778 shares 2,778 $383K 0.03% -116 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,703 shares; 2024Q4: 3,703 shares; 2025Q1: 3,703 shares; 2025Q2: 3,703 shares; 2025Q3: 3,703 shares; 2025Q4: 3,703 shares 3,703 $380K 0.03% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,441 shares; 2024Q4: 9,441 shares; 2025Q1: 9,441 shares; 2025Q2: 7,884 shares; 2025Q3: 8,185 shares; 2025Q4: 7,884 shares 7,884 $377K 0.03% -301 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: 3,266 shares; 2024Q4: 3,354 shares; 2025Q1: 3,684 shares; 2025Q2: 3,896 shares; 2025Q3: 3,319 shares; 2025Q4: 3,009 shares 3,009 $377K 0.03% -310 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 148 shares; 2025Q1: 576 shares; 2025Q2: 1,241 shares; 2025Q3: 2,488 shares; 2025Q4: 3,290 shares 3,290 $372K 0.03% +802 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: 27,190 shares; 2024Q4: 25,925 shares; 2025Q1: 25,871 shares; 2025Q2: 25,906 shares; 2025Q3: 25,957 shares; 2025Q4: 25,957 shares 25,957 $365K 0.03% 0 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: 434 shares; 2024Q4: 520 shares; 2025Q1: 498 shares; 2025Q2: 462 shares; 2025Q3: 680 shares; 2025Q4: 615 shares 615 $356K 0.03% -65 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: 5,662 shares; 2024Q4: 5,605 shares; 2025Q1: 5,481 shares; 2025Q2: 5,319 shares; 2025Q3: 5,038 shares; 2025Q4: 4,791 shares 4,791 $355K 0.03% -247 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 215 shares; 2024Q4: 215 shares; 2025Q1: 186 shares; 2025Q2: 181 shares; 2025Q3: 170 shares; 2025Q4: 164 shares 164 $352K 0.03% -6 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,455 shares; 2024Q4: 4,070 shares; 2025Q1: 4,025 shares; 2025Q2: 3,679 shares; 2025Q3: 2,927 shares; 2025Q4: 2,927 shares 2,927 $351K 0.03% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,437 shares; 2024Q4: 5,437 shares; 2025Q1: 5,644 shares; 2025Q2: 5,644 shares; 2025Q3: 5,644 shares; 2025Q4: 4,390 shares 4,390 $347K 0.03% -1,254 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: 1,742 shares; 2024Q4: 1,742 shares; 2025Q1: 1,973 shares; 2025Q2: 2,073 shares; 2025Q3: 1,670 shares; 2025Q4: 1,578 shares 1,578 $347K 0.03% -92 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,931 shares; 2024Q4: 7,879 shares; 2025Q1: 8,254 shares; 2025Q2: 7,662 shares; 2025Q3: 8,494 shares; 2025Q4: 9,472 shares 9,472 $343K 0.03% +978 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,252 shares; 2024Q4: 2,252 shares; 2025Q1: 2,261 shares; 2025Q2: 2,089 shares; 2025Q3: 2,089 shares; 2025Q4: 1,817 shares 1,817 $336K 0.03% -272 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,271 shares; 2024Q4: 2,271 shares; 2025Q1: 2,289 shares; 2025Q2: 3,708 shares; 2025Q3: 3,271 shares; 2025Q4: 3,346 shares 3,346 $334K 0.03% +75 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,842 shares; 2024Q4: 3,590 shares; 2025Q1: 3,102 shares; 2025Q2: 3,329 shares; 2025Q3: 3,201 shares; 2025Q4: 2,935 shares 2,935 $334K 0.03% -266 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,489 shares; 2024Q4: 3,294 shares; 2025Q1: 4,248 shares; 2025Q2: 3,791 shares; 2025Q3: 4,490 shares; 2025Q4: 4,644 shares 4,644 $322K 0.03% +154 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: 4,562 shares; 2024Q4: 4,905 shares; 2025Q1: 4,587 shares; 2025Q2: 4,604 shares; 2025Q3: 4,186 shares; 2025Q4: 3,764 shares 3,764 $322K 0.03% -422 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: 2,350 shares; 2024Q4: 2,350 shares; 2025Q1: 2,350 shares; 2025Q2: 2,350 shares; 2025Q3: 2,350 shares; 2025Q4: 2,350 shares 2,350 $322K 0.03% 0 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,068 shares; 2024Q4: 1,068 shares; 2025Q1: 1,068 shares; 2025Q2: 1,068 shares; 2025Q3: 1,068 shares; 2025Q4: 1,068 shares 1,068 $322K 0.03% 0 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: 979 shares; 2024Q4: 232 shares; 2025Q1: 324 shares; 2025Q2: 484 shares; 2025Q3: 553 shares; 2025Q4: 532 shares 532 $321K 0.03% -21 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184 shares; 2024Q4: 923 shares; 2025Q1: 188 shares; 2025Q2: 1,402 shares; 2025Q3: 1,375 shares; 2025Q4: 1,437 shares 1,437 $315K 0.03% +62 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: 2,350 shares; 2024Q4: 1,431 shares; 2025Q1: 1,037 shares; 2025Q2: 1,025 shares; 2025Q3: 1,025 shares; 2025Q4: 957 shares 957 $313K 0.03% -68 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: 1,250 shares; 2024Q4: 1,250 shares; 2025Q1: 1,250 shares; 2025Q2: 1,636 shares; 2025Q3: 1,250 shares; 2025Q4: 2,105 shares 2,105 $313K 0.03% +855 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,041 shares; 2024Q4: 4,041 shares; 2025Q1: 4,025 shares; 2025Q2: 4,010 shares; 2025Q3: 4,480 shares; 2025Q4: 3,592 shares 3,592 $310K 0.03% -888 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,388 shares; 2024Q4: 3,388 shares; 2025Q1: 3,304 shares; 2025Q2: 3,380 shares; 2025Q3: 3,280 shares; 2025Q4: 3,358 shares 3,358 $309K 0.02% +78 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,951 shares; 2024Q4: 951 shares; 2025Q1: 3,826 shares; 2025Q2: 3,826 shares; 2025Q3: 3,828 shares; 2025Q4: 3,840 shares 3,840 $307K 0.02% +12 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,074 shares; 2024Q4: 3,184 shares; 2025Q1: 2,567 shares; 2025Q2: 2,966 shares; 2025Q3: 3,021 shares; 2025Q4: 3,260 shares 3,260 $305K 0.02% +239 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,363 shares; 2024Q4: 1,363 shares; 2025Q1: 1,230 shares; 2025Q2: 1,201 shares; 2025Q3: 1,062 shares; 2025Q4: 975 shares 975 $305K 0.02% -87 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,152 shares; 2024Q4: 2,152 shares; 2025Q1: 2,159 shares; 2025Q2: 2,159 shares; 2025Q3: 2,159 shares; 2025Q4: 2,159 shares 2,159 $305K 0.02% 0 Timeline CGW INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,835 shares; 2025Q2: 4,835 shares; 2025Q3: 4,835 shares; 2025Q4: 4,835 shares 4,835 $305K 0.02% 0 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 784 shares; 2024Q4: 784 shares; 2025Q1: 498 shares; 2025Q2: 559 shares; 2025Q3: 607 shares; 2025Q4: 593 shares 593 $303K 0.02% -14 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: 1,428 shares; 2024Q4: 1,712 shares; 2025Q1: 2,185 shares; 2025Q2: 2,287 shares; 2025Q3: 2,209 shares; 2025Q4: 2,065 shares 2,065 $303K 0.02% -144 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,262 shares; 2024Q4: 972 shares; 2025Q1: 972 shares; 2025Q2: 1,000 shares; 2025Q3: 926 shares; 2025Q4: 926 shares 926 $300K 0.02% 0 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,133 shares; 2024Q4: 1,133 shares; 2025Q1: 5,276 shares; 2025Q2: 5,276 shares; 2025Q3: 5,303 shares; 2025Q4: 4,170 shares 4,170 $294K 0.02% -1,133 Timeline BGRN 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: 3,099 shares; 2025Q2: 3,099 shares; 2025Q3: 3,111 shares; 2025Q4: 6,076 shares 6,076 $291K 0.02% +2,965 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,307 shares; 2024Q4: 2,341 shares; 2025Q1: 2,677 shares; 2025Q2: 2,614 shares; 2025Q3: 4,014 shares; 2025Q4: 3,666 shares 3,666 $286K 0.02% -348 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,150 shares; 2024Q4: 1,150 shares; 2025Q1: 1,150 shares; 2025Q2: 1,133 shares; 2025Q3: 1,133 shares; 2025Q4: 1,107 shares 1,107 $285K 0.02% -26 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: 613 shares; 2024Q4: 711 shares; 2025Q1: 540 shares; 2025Q2: 758 shares; 2025Q3: 660 shares; 2025Q4: 1,099 shares 1,099 $283K 0.02% +439 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,647 shares; 2025Q2: 2,647 shares; 2025Q3: 2,647 shares; 2025Q4: 2,647 shares 2,647 $282K 0.02% 0 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: 896 shares; 2024Q4: 896 shares; 2025Q1: 896 shares; 2025Q2: 896 shares; 2025Q3: 896 shares; 2025Q4: 896 shares 896 $282K 0.02% 0 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $273K 0.02% 0 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,676 shares; 2024Q4: 3,817 shares; 2025Q1: 3,064 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $272K 0.02% 0 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,006 shares; 2024Q4: 4,179 shares; 2025Q1: 4,179 shares; 2025Q2: 4,179 shares; 2025Q3: 4,461 shares; 2025Q4: 5,511 shares 5,511 $271K 0.02% +1,050 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE 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: 41 shares; 2025Q2: 320 shares; 2025Q3: 445 shares; 2025Q4: 1,375 shares 1,375 $271K 0.02% +930 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,686 shares; 2024Q4: 2,322 shares; 2025Q1: 2,056 shares; 2025Q2: 2,668 shares; 2025Q3: 2,560 shares; 2025Q4: 2,050 shares 2,050 $265K 0.02% -510 Timeline SUSB 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: 9,326 shares; 2025Q2: 9,326 shares; 2025Q3: 10,374 shares; 2025Q4: 10,447 shares 10,447 $264K 0.02% +73 Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 485 shares; 2024Q4: 553 shares; 2025Q1: 728 shares; 2025Q2: 771 shares; 2025Q3: 1,092 shares; 2025Q4: 1,092 shares 1,092 $263K 0.02% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,040 shares; 2024Q4: 7,466 shares; 2025Q1: 4,735 shares; 2025Q2: 4,803 shares; 2025Q3: 4,900 shares; 2025Q4: 4,803 shares 4,803 $256K 0.02% -97 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: 2,563 shares; 2024Q4: 2,460 shares; 2025Q1: 2,155 shares; 2025Q2: 2,243 shares; 2025Q3: 1,796 shares; 2025Q4: 1,475 shares 1,475 $252K 0.02% -321 Timeline IAT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,450 shares; 2024Q4: 4,450 shares; 2025Q1: 4,450 shares; 2025Q2: 4,450 shares; 2025Q3: 4,450 shares; 2025Q4: 4,450 shares 4,450 $245K 0.02% 0 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,450 shares; 2024Q4: 5,450 shares; 2025Q1: 4,870 shares; 2025Q2: 4,257 shares; 2025Q3: 4,257 shares; 2025Q4: 4,257 shares 4,257 $245K 0.02% 0 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: 248 shares; 2024Q4: 157 shares; 2025Q1: 157 shares; 2025Q2: 3,773 shares; 2025Q3: 3,773 shares; 2025Q4: 2,649 shares 2,649 $242K 0.02% -1,124 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: 800 shares; 2024Q4: 800 shares; 2025Q1: 849 shares; 2025Q2: 1,230 shares; 2025Q3: 1,161 shares; 2025Q4: 1,161 shares 1,161 $239K 0.02% 0 Timeline THNQ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,735 shares; 2024Q4: 3,735 shares; 2025Q1: 3,735 shares; 2025Q2: 3,735 shares; 2025Q3: 3,735 shares; 2025Q4: 3,735 shares 3,735 $237K 0.02% 0 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,973 shares; 2024Q4: 2,973 shares; 2025Q1: 2,111 shares; 2025Q2: 2,050 shares; 2025Q3: 2,050 shares; 2025Q4: 2,281 shares 2,281 $234K 0.02% +231 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: 4,190 shares; 2024Q4: 4,190 shares; 2025Q1: 5,627 shares; 2025Q2: 3,497 shares; 2025Q3: 2,434 shares; 2025Q4: 4,313 shares 4,313 $233K 0.02% +1,879 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,655 shares; 2024Q4: 12,655 shares; 2025Q1: 7,789 shares; 2025Q2: 8,429 shares; 2025Q3: 8,308 shares; 2025Q4: 9,060 shares 9,060 $232K 0.02% +752 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: 1,837 shares; 2024Q4: 2,043 shares; 2025Q1: 1,306 shares; 2025Q2: 1,546 shares; 2025Q3: 1,546 shares; 2025Q4: 1,356 shares 1,356 $232K 0.02% -190 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: 3,741 shares; 2024Q4: 3,960 shares; 2025Q1: 4,298 shares; 2025Q2: 4,236 shares; 2025Q3: 4,210 shares; 2025Q4: 4,593 shares 4,593 $231K 0.02% +383 Timeline IGPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,855 shares; 2024Q4: 3,855 shares; 2025Q1: 3,855 shares; 2025Q2: 3,855 shares; 2025Q3: 3,855 shares; 2025Q4: 3,855 shares 3,855 $229K 0.02% 0 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,179 shares; 2024Q4: 4,390 shares; 2025Q1: 4,093 shares; 2025Q2: 4,781 shares; 2025Q3: 4,781 shares; 2025Q4: 1,808 shares 1,808 $228K 0.02% -2,973 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,646 shares; 2024Q4: 1,646 shares; 2025Q1: 874 shares; 2025Q2: 4,153 shares; 2025Q3: 3,260 shares; 2025Q4: 3,496 shares 3,496 $225K 0.02% +236 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,023 shares; 2024Q4: 2,023 shares; 2025Q1: 2,042 shares; 2025Q2: 2,042 shares; 2025Q3: 2,042 shares; 2025Q4: 2,042 shares 2,042 $224K 0.02% 0 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 462 shares; 2024Q4: 472 shares; 2025Q1: 597 shares; 2025Q2: 614 shares; 2025Q3: 669 shares; 2025Q4: 631 shares 631 $223K 0.02% -38 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,454 shares; 2024Q4: 9,910 shares; 2025Q1: 8,331 shares; 2025Q2: 10,890 shares; 2025Q3: 10,890 shares; 2025Q4: 11,009 shares 11,009 $221K 0.02% +119 Timeline SIMO SILICON MOTION TECHNOLOGY CO More: the full row for SILICON MOTION TECHNOLOGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 490 shares; 2024Q4: 3,033 shares; 2025Q1: 350 shares; 2025Q2: 2,814 shares; 2025Q3: 2,506 shares; 2025Q4: 2,374 shares 2,374 $220K 0.02% -132 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: 1,460 shares; 2024Q4: 1,460 shares; 2025Q1: 1,460 shares; 2025Q2: 1,460 shares; 2025Q3: 1,460 shares; 2025Q4: 2,260 shares 2,260 $218K 0.02% +800 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: 2,540 shares; 2024Q4: 2,540 shares; 2025Q1: 2,540 shares; 2025Q2: 2,599 shares; 2025Q3: 2,540 shares; 2025Q4: 2,558 shares 2,558 $217K 0.02% +18 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 811 shares; 2024Q4: 811 shares; 2025Q1: 1,340 shares; 2025Q2: 1,478 shares; 2025Q3: 1,622 shares; 2025Q4: 1,768 shares 1,768 $217K 0.02% +146 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: 671 shares; 2024Q4: 671 shares; 2025Q1: 763 shares; 2025Q2: 690 shares; 2025Q3: 583 shares; 2025Q4: 586 shares 586 $217K 0.02% +3 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,796 shares; 2024Q4: 24,835 shares; 2025Q1: 25,516 shares; 2025Q2: 25,406 shares; 2025Q3: 25,543 shares; 2025Q4: 24,824 shares 24,824 $215K 0.02% -719 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 724 shares; 2024Q4: 480 shares; 2025Q1: 327 shares; 2025Q2: 339 shares; 2025Q3: 344 shares; 2025Q4: 337 shares 337 $210K 0.02% -7 Timeline SPH SUBURBAN PROPANE PARTNERS L More: the full row for SUBURBAN PROPANE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,485 shares; 2024Q4: 12,485 shares; 2025Q1: 12,485 shares; 2025Q2: 11,270 shares; 2025Q3: 11,270 shares; 2025Q4: 11,270 shares 11,270 $209K 0.02% 0 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,761 shares; 2024Q4: 3,761 shares; 2025Q1: 3,761 shares; 2025Q2: 3,761 shares; 2025Q3: 3,761 shares; 2025Q4: 3,761 shares 3,761 $208K 0.02% 0 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,424 shares; 2024Q4: 2,424 shares; 2025Q1: 2,424 shares; 2025Q2: 2,424 shares; 2025Q3: 2,424 shares; 2025Q4: 4,848 shares 4,848 $207K 0.02% +2,424 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,468 shares; 2024Q4: 2,214 shares; 2025Q1: 2,007 shares; 2025Q2: 2,812 shares; 2025Q3: 5,657 shares; 2025Q4: 5,663 shares 5,663 $207K 0.02% +6 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,232 shares; 2024Q4: 17,881 shares; 2025Q1: 17,093 shares; 2025Q2: 12,648 shares; 2025Q3: 13,054 shares; 2025Q4: 11,892 shares 11,892 $205K 0.02% -1,162 Timeline DTD 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: 290 shares; 2024Q4: 290 shares; 2025Q1: 2,451 shares; 2025Q2: 2,441 shares; 2025Q3: 2,407 shares; 2025Q4: 2,407 shares 2,407 $204K 0.02% 0 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,234 shares; 2024Q4: 6,836 shares; 2025Q1: 7,287 shares; 2025Q2: 7,108 shares; 2025Q3: 7,016 shares; 2025Q4: 5,180 shares 5,180 $204K 0.02% -1,836 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: 384 shares; 2024Q4: 336 shares; 2025Q1: 331 shares; 2025Q2: 355 shares; 2025Q3: 370 shares; 2025Q4: 432 shares 432 $203K 0.02% +62 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: 12,290 shares; 2024Q4: 12,290 shares; 2025Q1: 12,290 shares; 2025Q2: 12,290 shares; 2025Q3: 12,290 shares; 2025Q4: 12,290 shares 12,290 $203K 0.02% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,994 shares; 2024Q4: 1,531 shares; 2025Q1: 1,111 shares; 2025Q2: 951 shares; 2025Q3: 918 shares; 2025Q4: 769 shares 769 $202K 0.02% -149 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,070 shares; 2025Q3: 1,429 shares; 2025Q4: 4,579 shares 4,579 $199K 0.02% +3,150 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,531 shares; 2024Q4: 3,621 shares; 2025Q1: 3,049 shares; 2025Q2: 3,354 shares; 2025Q3: 2,756 shares; 2025Q4: 2,529 shares 2,529 $199K 0.02% -227 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 846 shares; 2025Q3: 846 shares; 2025Q4: 546 shares 546 $197K 0.02% -300 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,978 shares 2,978 $194K 0.02% new Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,383 shares; 2025Q2: 3,383 shares; 2025Q3: 3,383 shares; 2025Q4: 3,383 shares 3,383 $192K 0.02% 0 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: 597 shares; 2024Q4: 784 shares; 2025Q1: 860 shares; 2025Q2: 728 shares; 2025Q3: 299 shares; 2025Q4: 329 shares 329 $191K 0.02% +30 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,033 shares; 2024Q4: 23,033 shares; 2025Q1: 23,033 shares; 2025Q2: 22,855 shares; 2025Q3: 22,855 shares; 2025Q4: 3,033 shares 3,033 $191K 0.02% -19,822 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 914 shares; 2024Q4: 914 shares; 2025Q1: 721 shares; 2025Q2: 733 shares; 2025Q3: 662 shares; 2025Q4: 592 shares 592 $189K 0.02% -70 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,349 shares; 2024Q4: 9,947 shares; 2025Q1: 6,963 shares; 2025Q2: 7,140 shares; 2025Q3: 7,140 shares; 2025Q4: 7,140 shares 7,140 $188K 0.02% 0 Timeline IHAK 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: 3,900 shares; 2024Q4: 3,900 shares; 2025Q1: 3,900 shares; 2025Q2: 3,900 shares; 2025Q3: 3,900 shares; 2025Q4: 3,900 shares 3,900 $188K 0.02% 0 Timeline INSM INSMED INC More: the full row for INSMED 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: 582 shares; 2025Q3: 1,070 shares; 2025Q4: 1,073 shares 1,073 $187K 0.02% +3 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 713 shares; 2024Q4: 713 shares; 2025Q1: 479 shares; 2025Q2: 380 shares; 2025Q3: 380 shares; 2025Q4: 380 shares 380 $186K 0.02% 0 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,871 shares; 2024Q4: 1,871 shares; 2025Q1: 1,108 shares; 2025Q2: 1,181 shares; 2025Q3: 1,222 shares; 2025Q4: 1,097 shares 1,097 $184K 0.01% -125 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 745 shares; 2024Q4: 745 shares; 2025Q1: 745 shares; 2025Q2: 739 shares; 2025Q3: 739 shares; 2025Q4: 742 shares 742 $183K 0.01% +3 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 664 shares; 2024Q4: 682 shares; 2025Q1: 467 shares; 2025Q2: 728 shares; 2025Q3: 601 shares; 2025Q4: 632 shares 632 $183K 0.01% +31 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,452 shares; 2024Q4: 2,452 shares; 2025Q1: 1,644 shares; 2025Q2: 1,644 shares; 2025Q3: 1,644 shares; 2025Q4: 1,752 shares 1,752 $182K 0.01% +108 Timeline DFAW 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: 418 shares; 2025Q3: 2,240 shares; 2025Q4: 2,462 shares 2,462 $182K 0.01% +222 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: 9,338 shares; 2024Q4: 6,939 shares; 2025Q1: 6,745 shares; 2025Q2: 6,392 shares; 2025Q3: 6,392 shares; 2025Q4: 7,184 shares 7,184 $179K 0.01% +792 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 340 shares; 2024Q4: 340 shares; 2025Q1: 494 shares; 2025Q2: 507 shares; 2025Q3: 508 shares; 2025Q4: 508 shares 508 $178K 0.01% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,346 shares; 2024Q4: 10,288 shares; 2025Q1: 7,634 shares; 2025Q2: 7,645 shares; 2025Q3: 7,697 shares; 2025Q4: 5,968 shares 5,968 $178K 0.01% -1,729 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 486 shares; 2024Q4: 866 shares; 2025Q1: 465 shares; 2025Q2: 1,172 shares; 2025Q3: 1,260 shares; 2025Q4: 1,306 shares 1,306 $177K 0.01% +46 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: 1,255 shares; 2024Q4: 1,255 shares; 2025Q1: 1,255 shares; 2025Q2: 1,255 shares; 2025Q3: 1,255 shares; 2025Q4: 1,255 shares 1,255 $177K 0.01% 0 Timeline ACLS AXCELIS TECHNOLOGIES INC More: the full row for AXCELIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 338 shares; 2024Q4: 2,966 shares; 2025Q1: 330 shares; 2025Q2: 2,585 shares; 2025Q3: 2,637 shares; 2025Q4: 2,196 shares 2,196 $176K 0.01% -441 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,511 shares; 2024Q4: 4,946 shares; 2025Q1: 6,843 shares; 2025Q2: 7,022 shares; 2025Q3: 6,408 shares; 2025Q4: 6,408 shares 6,408 $176K 0.01% 0 Timeline ILCV 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: 1,600 shares; 2024Q4: 1,600 shares; 2025Q1: 1,866 shares; 2025Q2: 1,866 shares; 2025Q3: 1,866 shares; 2025Q4: 1,866 shares 1,866 $176K 0.01% 0 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,835 shares; 2024Q4: 3,753 shares; 2025Q1: 2,960 shares; 2025Q2: 2,733 shares; 2025Q3: 2,733 shares; 2025Q4: 2,758 shares 2,758 $176K 0.01% +25 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 819 shares; 2024Q4: 829 shares; 2025Q1: 817 shares; 2025Q2: 1,038 shares; 2025Q3: 951 shares; 2025Q4: 770 shares 770 $175K 0.01% -181 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 490 shares; 2024Q4: 908 shares; 2025Q1: 1,236 shares; 2025Q2: 1,605 shares; 2025Q3: 1,495 shares; 2025Q4: 1,077 shares 1,077 $175K 0.01% -418 Timeline YETI YETI HLDGS INC More: the full row for YETI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,973 shares; 2025Q2: 3,861 shares; 2025Q3: 4,170 shares; 2025Q4: 3,946 shares 3,946 $174K 0.01% -224 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,126 shares; 2024Q4: 923 shares; 2025Q1: 577 shares; 2025Q2: 598 shares; 2025Q3: 449 shares; 2025Q4: 487 shares 487 $174K 0.01% +38 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 615 shares; 2024Q4: 615 shares; 2025Q1: 615 shares; 2025Q2: 615 shares; 2025Q3: 615 shares; 2025Q4: 615 shares 615 $172K 0.01% 0 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,094 shares; 2024Q4: 846 shares; 2025Q1: 1,094 shares; 2025Q2: 1,538 shares; 2025Q3: 1,605 shares; 2025Q4: 1,908 shares 1,908 $172K 0.01% +303 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 188 shares; 2024Q4: 188 shares; 2025Q1: 188 shares; 2025Q2: 188 shares; 2025Q3: 188 shares; 2025Q4: 188 shares 188 $170K 0.01% 0 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 835 shares; 2024Q4: 397 shares; 2025Q1: 732 shares; 2025Q2: 562 shares; 2025Q3: 369 shares; 2025Q4: 374 shares 374 $169K 0.01% +5 Timeline VFMF VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 972 shares; 2024Q4: 1,005 shares; 2025Q1: 1,058 shares; 2025Q2: 1,067 shares; 2025Q3: 1,112 shares; 2025Q4: 1,123 shares 1,123 $169K 0.01% +11 Timeline SKWD SKYWARD SPECIALTY INS GROUP More: the full row for SKYWARD SPECIALTY INS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,260 shares; 2025Q2: 1,756 shares; 2025Q3: 1,034 shares; 2025Q4: 3,308 shares 3,308 $169K 0.01% +2,274 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: 1,601 shares; 2024Q4: 1,566 shares; 2025Q1: 1,155 shares; 2025Q2: 1,052 shares; 2025Q3: 1,149 shares; 2025Q4: 1,244 shares 1,244 $168K 0.01% +95 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,073 shares; 2024Q4: 1,073 shares; 2025Q1: 1,529 shares; 2025Q2: 1,669 shares; 2025Q3: 2,207 shares; 2025Q4: 1,327 shares 1,327 $166K 0.01% -880 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: 111 shares; 2024Q4: 111 shares; 2025Q1: 90 shares; 2025Q2: 90 shares; 2025Q3: 82 shares; 2025Q4: 79 shares 79 $163K 0.01% -3 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,454 shares; 2024Q4: 1,454 shares; 2025Q1: 1,454 shares; 2025Q2: 1,009 shares; 2025Q3: 1,320 shares; 2025Q4: 1,327 shares 1,327 $163K 0.01% +7 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,493 shares; 2025Q2: 1,623 shares; 2025Q3: 1,623 shares; 2025Q4: 1,623 shares 1,623 $163K 0.01% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 859 shares; 2024Q4: 859 shares; 2025Q1: 1,110 shares; 2025Q2: 1,048 shares; 2025Q3: 1,048 shares; 2025Q4: 1,048 shares 1,048 $163K 0.01% 0 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,884 shares; 2024Q4: 13,060 shares; 2025Q1: 13,548 shares; 2025Q2: 11,638 shares; 2025Q3: 5,390 shares; 2025Q4: 3,194 shares 3,194 $163K 0.01% -2,196 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,375 shares; 2024Q4: 3,375 shares; 2025Q1: 3,375 shares; 2025Q2: 3,375 shares; 2025Q3: 3,375 shares; 2025Q4: 3,375 shares 3,375 $162K 0.01% 0 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,584 shares; 2024Q4: 24,584 shares; 2025Q1: 24,584 shares; 2025Q2: 24,584 shares; 2025Q3: 24,584 shares; 2025Q4: 24,584 shares 24,584 $162K 0.01% 0 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,263 shares 1,263 $160K 0.01% new 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: 748 shares; 2024Q4: 748 shares; 2025Q1: 773 shares; 2025Q2: 770 shares; 2025Q3: 770 shares; 2025Q4: 786 shares 786 $160K 0.01% +16 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,799 shares; 2024Q4: 2,799 shares; 2025Q1: 3,387 shares; 2025Q2: 3,387 shares; 2025Q3: 3,387 shares; 2025Q4: 3,387 shares 3,387 $159K 0.01% 0 Timeline FORM FORMFACTOR INC More: the full row for FORMFACTOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,183 shares; 2024Q4: 1,183 shares; 2025Q1: 244 shares; 2025Q2: 3,186 shares; 2025Q3: 3,731 shares; 2025Q4: 2,842 shares 2,842 $159K 0.01% -889 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,249 shares; 2024Q4: 1,750 shares; 2025Q1: 1,218 shares; 2025Q2: 1,261 shares; 2025Q3: 1,261 shares; 2025Q4: 1,261 shares 1,261 $158K 0.01% 0 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 900 shares; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 800 shares; 2025Q4: 800 shares 800 $158K 0.01% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,593 shares; 2024Q4: 3,593 shares; 2025Q1: 3,593 shares; 2025Q2: 3,393 shares; 2025Q3: 3,393 shares; 2025Q4: 3,393 shares 3,393 $158K 0.01% 0 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 182 shares; 2025Q1: 88 shares; 2025Q2: 501 shares; 2025Q3: 578 shares; 2025Q4: 683 shares 683 $156K 0.01% +105 Timeline IJJ 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: 1,180 shares; 2024Q4: 1,180 shares; 2025Q1: 1,180 shares; 2025Q2: 1,180 shares; 2025Q3: 1,180 shares; 2025Q4: 1,180 shares 1,180 $155K 0.01% 0 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 520 shares; 2024Q4: not reported; 2025Q1: 651 shares; 2025Q2: 651 shares; 2025Q3: 599 shares; 2025Q4: 599 shares 599 $155K 0.01% 0 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,156 shares; 2024Q4: 15,156 shares; 2025Q1: 8,459 shares; 2025Q2: 9,677 shares; 2025Q3: 9,764 shares; 2025Q4: 9,764 shares 9,764 $155K 0.01% 0 Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 521 shares; 2024Q4: 521 shares; 2025Q1: 521 shares; 2025Q2: 556 shares; 2025Q3: 556 shares; 2025Q4: 556 shares 556 $153K 0.01% 0 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,903 shares; 2024Q4: 2,993 shares; 2025Q1: 2,279 shares; 2025Q2: 2,279 shares; 2025Q3: 987 shares; 2025Q4: 1,892 shares 1,892 $153K 0.01% +905 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,037 shares; 2024Q4: 3,037 shares; 2025Q1: 1,903 shares; 2025Q2: 2,068 shares; 2025Q3: 2,259 shares; 2025Q4: 2,068 shares 2,068 $153K 0.01% -191 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,678 shares; 2024Q4: 9,148 shares; 2025Q1: 9,100 shares; 2025Q2: 8,263 shares; 2025Q3: 8,124 shares; 2025Q4: 6,294 shares 6,294 $153K 0.01% -1,830 Timeline DFSU 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: 3,041 shares; 2024Q4: 3,419 shares; 2025Q1: 3,419 shares; 2025Q2: 3,514 shares; 2025Q3: 3,514 shares; 2025Q4: 3,514 shares 3,514 $153K 0.01% 0 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,667 shares; 2024Q4: 2,667 shares; 2025Q1: 2,667 shares; 2025Q2: 2,667 shares; 2025Q3: 2,667 shares; 2025Q4: 2,522 shares 2,522 $152K 0.01% -145 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: 93 shares; 2024Q4: 93 shares; 2025Q1: 93 shares; 2025Q2: 457 shares; 2025Q3: 647 shares; 2025Q4: 855 shares 855 $152K 0.01% +208 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,193 shares; 2024Q4: 17,498 shares; 2025Q1: 18,923 shares; 2025Q2: 17,544 shares; 2025Q3: 17,643 shares; 2025Q4: 17,682 shares 17,682 $151K 0.01% +39 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: 470 shares; 2024Q4: 513 shares; 2025Q1: 496 shares; 2025Q2: 485 shares; 2025Q3: 448 shares; 2025Q4: 227 shares 227 $151K 0.01% -221 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,515 shares; 2024Q4: 2,789 shares; 2025Q1: 3,050 shares; 2025Q2: 3,194 shares; 2025Q3: 3,029 shares; 2025Q4: 2,891 shares 2,891 $147K 0.01% -138 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: 993 shares; 2024Q4: 1,046 shares; 2025Q1: 736 shares; 2025Q2: 768 shares; 2025Q3: 688 shares; 2025Q4: 676 shares 676 $147K 0.01% -12 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,362 shares; 2024Q4: 3,635 shares; 2025Q1: 3,784 shares; 2025Q2: 4,481 shares; 2025Q3: 7,188 shares; 2025Q4: 9,103 shares 9,103 $146K 0.01% +1,915 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,612 shares; 2024Q4: 1,745 shares; 2025Q1: 1,974 shares; 2025Q2: 3,032 shares; 2025Q3: 3,352 shares; 2025Q4: 3,226 shares 3,226 $146K 0.01% -126 Timeline MMYT MAKEMYTRIP LIMITED MAURITIUS More: the full row for MAKEMYTRIP LIMITED MAURITIUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,968 shares; 2024Q4: 1,968 shares; 2025Q1: 2,812 shares; 2025Q2: 2,812 shares; 2025Q3: 2,812 shares; 2025Q4: 1,719 shares 1,719 $141K 0.01% -1,093 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,196 shares; 2024Q4: 3,366 shares; 2025Q1: 2,302 shares; 2025Q2: 2,044 shares; 2025Q3: 2,713 shares; 2025Q4: 2,630 shares 2,630 $141K 0.01% -83 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: 623 shares; 2024Q4: 623 shares; 2025Q1: 623 shares; 2025Q2: 623 shares; 2025Q3: 623 shares; 2025Q4: 638 shares 638 $139K 0.01% +15 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,289 shares; 2024Q4: 4,289 shares; 2025Q1: 2,805 shares; 2025Q2: 2,805 shares; 2025Q3: 2,110 shares; 2025Q4: 2,293 shares 2,293 $138K 0.01% +183 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,460 shares; 2024Q4: 9,079 shares; 2025Q1: 5,378 shares; 2025Q2: 9,454 shares; 2025Q3: 8,715 shares; 2025Q4: 4,770 shares 4,770 $137K 0.01% -3,945 Timeline DOL 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: 2,085 shares; 2024Q4: 2,085 shares; 2025Q1: 2,085 shares; 2025Q2: 2,085 shares; 2025Q3: 2,085 shares; 2025Q4: 2,085 shares 2,085 $137K 0.01% 0 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,592 shares; 2024Q4: 1,423 shares; 2025Q1: 1,513 shares; 2025Q2: 1,484 shares; 2025Q3: 1,276 shares; 2025Q4: 1,374 shares 1,374 $137K 0.01% +98 Timeline HLMN HILLMAN SOLUTIONS CORP More: the full row for HILLMAN SOLUTIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,849 shares; 2024Q4: 18,849 shares; 2025Q1: 14,666 shares; 2025Q2: 15,808 shares; 2025Q3: 16,570 shares; 2025Q4: 15,686 shares 15,686 $136K 0.01% -884 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,505 shares; 2024Q4: 1,005 shares; 2025Q1: 1,002 shares; 2025Q2: 712 shares; 2025Q3: 726 shares; 2025Q4: 648 shares 648 $133K 0.01% -78 Timeline LNTH LANTHEUS HLDGS INC More: the full row for LANTHEUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,867 shares; 2024Q4: 3,107 shares; 2025Q1: 2,013 shares; 2025Q2: 2,101 shares; 2025Q3: not reported; 2025Q4: 1,982 shares 1,982 $132K 0.01% new Timeline DFSI 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: 1,527 shares; 2024Q4: 3,077 shares; 2025Q1: 3,077 shares; 2025Q2: 3,077 shares; 2025Q3: 3,077 shares; 2025Q4: 3,077 shares 3,077 $132K 0.01% 0 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: 475 shares; 2024Q4: 475 shares; 2025Q1: 475 shares; 2025Q2: 475 shares; 2025Q3: 475 shares; 2025Q4: 686 shares 686 $131K 0.01% +211 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: 1,664 shares; 2024Q4: 1,423 shares; 2025Q1: 1,800 shares; 2025Q2: 1,993 shares; 2025Q3: 2,169 shares; 2025Q4: 2,185 shares 2,185 $131K 0.01% +16 Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS 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: 440 shares; 2025Q2: 294 shares; 2025Q3: 157 shares; 2025Q4: 912 shares 912 $131K 0.01% +755 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,016 shares; 2024Q4: 4,016 shares; 2025Q1: 2,467 shares; 2025Q2: 2,467 shares; 2025Q3: 1,808 shares; 2025Q4: 1,863 shares 1,863 $131K 0.01% +55 Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 874 shares; 2024Q4: 874 shares; 2025Q1: 1,612 shares; 2025Q2: 1,990 shares; 2025Q3: 1,490 shares; 2025Q4: 975 shares 975 $130K 0.01% -515 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 877 shares; 2024Q4: 877 shares; 2025Q1: 877 shares; 2025Q2: 877 shares; 2025Q3: 877 shares; 2025Q4: 841 shares 841 $127K 0.01% -36 Timeline FAF FIRST AMERN FINL CORP More: the full row for FIRST AMERN FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,705 shares; 2024Q4: 2,705 shares; 2025Q1: 2,067 shares; 2025Q2: 2,067 shares; 2025Q3: 2,604 shares; 2025Q4: 2,064 shares 2,064 $127K 0.01% -540 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,400 shares; 2024Q4: 1,363 shares; 2025Q1: 998 shares; 2025Q2: 998 shares; 2025Q3: 998 shares; 2025Q4: 998 shares 998 $126K 0.01% 0 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,236 shares; 2024Q4: 1,236 shares; 2025Q1: 1,010 shares; 2025Q2: 1,010 shares; 2025Q3: 721 shares; 2025Q4: 793 shares 793 $126K 0.01% +72 Timeline DFIS 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: 2,192 shares; 2024Q4: 2,204 shares; 2025Q1: 2,206 shares; 2025Q2: 3,228 shares; 2025Q3: 3,736 shares; 2025Q4: 3,833 shares 3,833 $126K 0.01% +97 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,899 shares 1,899 $126K 0.01% new Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,381 shares; 2024Q4: 4,881 shares; 2025Q1: 4,881 shares; 2025Q2: 5,007 shares; 2025Q3: 5,644 shares; 2025Q4: 6,030 shares 6,030 $125K 0.01% +386 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: 147 shares; 2024Q4: 400 shares; 2025Q1: 640 shares; 2025Q2: 200 shares; 2025Q3: 495 shares; 2025Q4: 676 shares 676 $125K 0.01% +181 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: 1,290 shares; 2024Q4: 1,290 shares; 2025Q1: 918 shares; 2025Q2: 918 shares; 2025Q3: 588 shares; 2025Q4: 588 shares 588 $125K 0.01% 0 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,411 shares; 2024Q4: 1,411 shares; 2025Q1: 836 shares; 2025Q2: 1,097 shares; 2025Q3: 1,169 shares; 2025Q4: 953 shares 953 $124K 0.01% -216 Timeline AVGE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,243 shares; 2024Q4: 1,429 shares; 2025Q1: 1,429 shares; 2025Q2: 1,429 shares; 2025Q3: 1,429 shares; 2025Q4: 1,441 shares 1,441 $124K 0.01% +12 Timeline FTDR FRONTDOOR INC More: the full row for FRONTDOOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,161 shares; 2024Q4: 5,601 shares; 2025Q1: 4,003 shares; 2025Q2: 3,562 shares; 2025Q3: 2,146 shares; 2025Q4: 2,142 shares 2,142 $124K 0.01% -4 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: 758 shares; 2024Q4: 758 shares; 2025Q1: 758 shares; 2025Q2: 758 shares; 2025Q3: 758 shares; 2025Q4: 678 shares 678 $123K 0.01% -80 Timeline ZWS ZURN ELKAY WATER SOLNS CORP More: the full row for ZURN ELKAY WATER SOLNS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,530 shares; 2024Q4: 5,530 shares; 2025Q1: 3,416 shares; 2025Q2: 3,416 shares; 2025Q3: 2,539 shares; 2025Q4: 2,611 shares 2,611 $121K 0.01% +72 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 537 shares; 2025Q2: 537 shares; 2025Q3: 537 shares; 2025Q4: 537 shares 537 $121K 0.01% 0 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,849 shares; 2024Q4: 1,849 shares; 2025Q1: 1,467 shares; 2025Q2: 1,467 shares; 2025Q3: 1,785 shares; 2025Q4: 3,132 shares 3,132 $120K 0.01% +1,347 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,874 shares; 2024Q4: 1,874 shares; 2025Q1: 1,874 shares; 2025Q2: 1,874 shares; 2025Q3: 1,874 shares; 2025Q4: 1,984 shares 1,984 $119K 0.01% +110 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,823 shares; 2024Q4: 24,072 shares; 2025Q1: 23,710 shares; 2025Q2: 24,071 shares; 2025Q3: 23,811 shares; 2025Q4: 23,811 shares 23,811 $118K 0.01% 0 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 632 shares; 2024Q4: 632 shares; 2025Q1: 632 shares; 2025Q2: 632 shares; 2025Q3: 632 shares; 2025Q4: 632 shares 632 $117K 0.01% 0 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 912 shares; 2024Q4: 912 shares; 2025Q1: 671 shares; 2025Q2: 735 shares; 2025Q3: 638 shares; 2025Q4: 314 shares 314 $116K 0.01% -324 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 722 shares 722 $115K 0.01% new Timeline GCMG GCM GROSVENOR INC More: the full row for GCM GROSVENOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $113K 0.01% 0 Timeline FENY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,536 shares; 2024Q4: 4,536 shares; 2025Q1: 4,536 shares; 2025Q2: 4,536 shares; 2025Q3: 4,536 shares; 2025Q4: 4,536 shares 4,536 $112K 0.01% 0 Timeline FHB FIRST HAWAIIAN INC More: the full row for FIRST HAWAIIAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,590 shares; 2024Q4: 6,101 shares; 2025Q1: 4,825 shares; 2025Q2: 5,060 shares; 2025Q3: 4,639 shares; 2025Q4: 4,435 shares 4,435 $112K 0.01% -204 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,866 shares; 2024Q4: 1,866 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 579 shares; 2025Q4: 579 shares 579 $112K 0.01% 0 Timeline CDRE CADRE HLDGS INC More: the full row for CADRE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,858 shares; 2025Q4: 2,728 shares 2,728 $111K 0.01% -130 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,355 shares; 2024Q4: 1,355 shares; 2025Q1: 1,355 shares; 2025Q2: 2,710 shares; 2025Q3: 2,755 shares; 2025Q4: 2,755 shares 2,755 $111K 0.01% 0 Timeline NSP INSPERITY INC More: the full row for INSPERITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 398 shares; 2024Q4: 2,883 shares; 2025Q1: 2,225 shares; 2025Q2: 259 shares; 2025Q3: 606 shares; 2025Q4: 2,786 shares 2,786 $108K 0.01% +2,180 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 946 shares; 2024Q4: 946 shares; 2025Q1: 573 shares; 2025Q2: 573 shares; 2025Q3: 448 shares; 2025Q4: 448 shares 448 $108K 0.01% 0 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: 80 shares; 2024Q4: 65 shares; 2025Q1: 65 shares; 2025Q2: 88 shares; 2025Q3: 88 shares; 2025Q4: 88 shares 88 $107K 0.01% 0 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,848 shares; 2024Q4: 1,577 shares; 2025Q1: 1,262 shares; 2025Q2: 1,384 shares; 2025Q3: 1,029 shares; 2025Q4: 763 shares 763 $107K 0.01% -266 Timeline ULS UL SOLUTIONS INC More: the full row for UL 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: not reported; 2025Q2: 1,752 shares; 2025Q3: 1,254 shares; 2025Q4: 1,347 shares 1,347 $106K 0.01% +93 Timeline VVX V2X INC More: the full row for V2X 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: 989 shares; 2025Q4: 1,933 shares 1,933 $105K 0.01% +944 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 499 shares; 2024Q4: 499 shares; 2025Q1: 339 shares; 2025Q2: 339 shares; 2025Q3: 339 shares; 2025Q4: 339 shares 339 $105K 0.01% 0 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: 3,607 shares; 2024Q4: 3,230 shares; 2025Q1: 3,292 shares; 2025Q2: 3,123 shares; 2025Q3: 2,645 shares; 2025Q4: 1,800 shares 1,800 $105K 0.01% -845 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 38 shares; 2025Q2: 38 shares; 2025Q3: 202 shares; 2025Q4: 728 shares 728 $105K 0.01% +526 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: 825 shares; 2024Q4: 645 shares; 2025Q1: 834 shares; 2025Q2: 812 shares; 2025Q3: 1,041 shares; 2025Q4: 1,055 shares 1,055 $105K 0.01% +14 Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135 shares; 2024Q4: 135 shares; 2025Q1: 25,135 shares; 2025Q2: 25,135 shares; 2025Q3: 25,135 shares; 2025Q4: 25,292 shares 25,292 $104K 0.01% +157 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: 4,919 shares; 2024Q4: 5,538 shares; 2025Q1: 3,399 shares; 2025Q2: 3,399 shares; 2025Q3: 2,454 shares; 2025Q4: 2,736 shares 2,736 $104K 0.01% +282 Timeline LOPE GRAND CANYON ED INC More: the full row for GRAND CANYON ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 918 shares; 2024Q4: 918 shares; 2025Q1: 715 shares; 2025Q2: 525 shares; 2025Q3: 368 shares; 2025Q4: 627 shares 627 $104K 0.01% +259 Timeline LAND GLADSTONE LD CORP More: the full row for GLADSTONE LD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,365 shares; 2024Q4: 11,365 shares; 2025Q1: 11,365 shares; 2025Q2: 11,365 shares; 2025Q3: 11,365 shares; 2025Q4: 11,365 shares 11,365 $104K 0.01% 0 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: 642 shares; 2024Q4: 646 shares; 2025Q1: 660 shares; 2025Q2: 729 shares; 2025Q3: 732 shares; 2025Q4: 735 shares 735 $104K 0.01% +3 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184 shares; 2024Q4: 184 shares; 2025Q1: 184 shares; 2025Q2: 184 shares; 2025Q3: 184 shares; 2025Q4: 184 shares 184 $103K 0.01% 0 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,501 shares; 2024Q4: 2,501 shares; 2025Q1: 1,579 shares; 2025Q2: 776 shares; 2025Q3: 424 shares; 2025Q4: 1,252 shares 1,252 $103K 0.01% +828 Timeline AHCO ADAPTHEALTH CORP More: the full row for ADAPTHEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,331 shares; 2024Q4: 15,331 shares; 2025Q1: 12,088 shares; 2025Q2: 12,118 shares; 2025Q3: 10,855 shares; 2025Q4: 10,244 shares 10,244 $102K 0.01% -611 Timeline MMS MAXIMUS INC More: the full row for MAXIMUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,137 shares; 2024Q4: 1,638 shares; 2025Q1: 1,833 shares; 2025Q2: 1,249 shares; 2025Q3: 1,724 shares; 2025Q4: 1,179 shares 1,179 $102K 0.01% -545 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 234 shares; 2024Q4: 648 shares; 2025Q1: 693 shares; 2025Q2: 1,112 shares; 2025Q3: 1,228 shares; 2025Q4: 1,240 shares 1,240 $102K 0.01% +12 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 268 shares; 2025Q3: 277 shares; 2025Q4: 738 shares 738 $102K 0.01% +461 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: 455 shares; 2024Q4: 496 shares; 2025Q1: 306 shares; 2025Q2: 367 shares; 2025Q3: 357 shares; 2025Q4: 288 shares 288 $102K 0.01% -69 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165 shares; 2024Q4: 165 shares; 2025Q1: 37 shares; 2025Q2: 37 shares; 2025Q3: 290 shares; 2025Q4: 590 shares 590 $102K 0.01% +300 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 124 shares; 2025Q3: 281 shares; 2025Q4: 241 shares 241 $102K 0.01% -40 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,562 shares; 2024Q4: 2,562 shares; 2025Q1: 2,562 shares; 2025Q2: 2,138 shares; 2025Q3: 2,138 shares; 2025Q4: 2,062 shares 2,062 $101K 0.01% -76 Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,347 shares; 2024Q4: 16,347 shares; 2025Q1: 16,347 shares; 2025Q2: 16,347 shares; 2025Q3: 16,347 shares; 2025Q4: 16,347 shares 16,347 $101K 0.01% 0 Timeline SLQD 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: 1,960 shares; 2024Q4: 1,960 shares; 2025Q1: 2,003 shares; 2025Q2: 1,960 shares; 2025Q3: 1,960 shares; 2025Q4: 1,960 shares 1,960 $99.4K 0.01% 0 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 235 shares; 2024Q4: 235 shares; 2025Q1: 240 shares; 2025Q2: 268 shares; 2025Q3: 295 shares; 2025Q4: 297 shares 297 $97.6K 0.01% +2 Timeline VOYA VOYA FINANCIAL INC More: the full row for VOYA FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,039 shares; 2024Q4: 1,310 shares; 2025Q1: 1,081 shares; 2025Q2: 1,081 shares; 2025Q3: 1,308 shares; 2025Q4: 1,308 shares 1,308 $97.4K 0.01% 0 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,751 shares; 2024Q4: 1,751 shares; 2025Q1: 951 shares; 2025Q2: 951 shares; 2025Q3: 951 shares; 2025Q4: 951 shares 951 $95.9K 0.01% 0 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,007 shares; 2024Q4: 1,007 shares; 2025Q1: 1,007 shares; 2025Q2: 1,007 shares; 2025Q3: 1,028 shares; 2025Q4: 735 shares 735 $94.8K 0.01% -293 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: 787 shares; 2024Q4: 787 shares; 2025Q1: 1,501 shares; 2025Q2: 1,501 shares; 2025Q3: 1,501 shares; 2025Q4: 1,501 shares 1,501 $93.8K 0.01% 0 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,015 shares; 2024Q4: 2,015 shares; 2025Q1: 2,018 shares; 2025Q2: 2,018 shares; 2025Q3: 2,174 shares; 2025Q4: 2,330 shares 2,330 $93.7K 0.01% +156 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,800 shares; 2024Q4: 4,163 shares; 2025Q1: 3,900 shares; 2025Q2: 3,900 shares; 2025Q3: 3,900 shares; 2025Q4: 3,900 shares 3,900 $93.2K 0.01% 0 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,310 shares; 2024Q4: 2,310 shares; 2025Q1: 2,310 shares; 2025Q2: 2,310 shares; 2025Q3: 2,310 shares; 2025Q4: 2,310 shares 2,310 $93.2K 0.01% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,487 shares; 2024Q4: 40,390 shares; 2025Q1: 40,282 shares; 2025Q2: 40,285 shares; 2025Q3: 40,242 shares; 2025Q4: 40,248 shares 40,248 $92.3K 0.01% +6 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 434 shares; 2024Q4: 434 shares; 2025Q1: 879 shares; 2025Q2: 939 shares; 2025Q3: 939 shares; 2025Q4: 944 shares 944 $92.3K 0.01% +5 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 437 shares; 2024Q4: 437 shares; 2025Q1: 437 shares; 2025Q2: 437 shares; 2025Q3: 437 shares; 2025Q4: 437 shares 437 $91.4K 0.01% 0 Timeline POWR ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,883 shares; 2025Q2: 3,883 shares; 2025Q3: 3,883 shares; 2025Q4: 3,883 shares 3,883 $91.4K 0.01% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 205 shares; 2024Q4: 256 shares; 2025Q1: 229 shares; 2025Q2: 235 shares; 2025Q3: 99 shares; 2025Q4: 111 shares 111 $91.3K 0.01% +12 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: 633 shares; 2024Q4: 806 shares; 2025Q1: 316 shares; 2025Q2: 801 shares; 2025Q3: 345 shares; 2025Q4: 659 shares 659 $90.9K 0.01% +314 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 922 shares; 2024Q4: 1,527 shares; 2025Q1: 1,660 shares; 2025Q2: 1,949 shares; 2025Q3: not reported; 2025Q4: 3,213 shares 3,213 $90K 0.01% new Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,801 shares 1,801 $89.8K 0.01% new Timeline TTAN SERVICETITAN INC More: the full row for SERVICETITAN 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: 606 shares; 2025Q2: 606 shares; 2025Q3: 469 shares; 2025Q4: 839 shares 839 $89.4K 0.01% +370 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,076 shares; 2024Q4: 1,076 shares; 2025Q1: 668 shares; 2025Q2: 668 shares; 2025Q3: 489 shares; 2025Q4: 489 shares 489 $89.2K 0.01% 0 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 297 shares; 2024Q4: 297 shares; 2025Q1: 34 shares; 2025Q2: 381 shares; 2025Q3: 248 shares; 2025Q4: 201 shares 201 $89.2K 0.01% -47 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129 shares; 2024Q4: 129 shares; 2025Q1: 129 shares; 2025Q2: 129 shares; 2025Q3: 129 shares; 2025Q4: 131 shares 131 $88.6K 0.01% +2 Timeline ELS EQUITY LIFESTYLE PROPERTIES More: the full row for EQUITY LIFESTYLE PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,132 shares; 2024Q4: 2,132 shares; 2025Q1: 1,313 shares; 2025Q2: 1,445 shares; 2025Q3: 1,009 shares; 2025Q4: 1,456 shares 1,456 $88.2K 0.01% +447 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 720 shares; 2024Q4: 720 shares; 2025Q1: 720 shares; 2025Q2: 720 shares; 2025Q3: 720 shares; 2025Q4: 720 shares 720 $87.6K 0.01% 0 Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED 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: 1,000 shares; 2025Q4: 1,000 shares 1,000 $87.3K 0.01% 0 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,068 shares 1,068 $87.2K 0.01% new Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,371 shares; 2024Q4: 6,371 shares; 2025Q1: 6,371 shares; 2025Q2: 2,343 shares; 2025Q3: 2,403 shares; 2025Q4: 2,403 shares 2,403 $87.2K 0.01% 0 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 378 shares; 2024Q4: 343 shares; 2025Q1: 319 shares; 2025Q2: 204 shares; 2025Q3: 204 shares; 2025Q4: 204 shares 204 $86.3K 0.01% 0 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: 217 shares; 2024Q4: 219 shares; 2025Q1: 710 shares; 2025Q2: 711 shares; 2025Q3: 712 shares; 2025Q4: 712 shares 712 $85.6K 0.01% 0 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 538 shares; 2024Q4: 538 shares; 2025Q1: 217 shares; 2025Q2: 217 shares; 2025Q3: 184 shares; 2025Q4: 176 shares 176 $85.4K 0.01% -8 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,725 shares; 2024Q4: 2,484 shares; 2025Q1: 1,655 shares; 2025Q2: 1,452 shares; 2025Q3: 1,452 shares; 2025Q4: 1,452 shares 1,452 $84.8K 0.01% 0 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: 635 shares; 2024Q4: 635 shares; 2025Q1: 635 shares; 2025Q2: 635 shares; 2025Q3: 882 shares; 2025Q4: 723 shares 723 $84.7K 0.01% -159 Timeline RHP RYMAN HOSPITALITY PPTYS INC More: the full row for RYMAN HOSPITALITY PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,015 shares; 2024Q4: 1,015 shares; 2025Q1: 785 shares; 2025Q2: 1,044 shares; 2025Q3: 937 shares; 2025Q4: 887 shares 887 $83.9K 0.01% -50 Timeline SAIA SAIA INC More: the full row for SAIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 371 shares; 2024Q4: 371 shares; 2025Q1: 309 shares; 2025Q2: 232 shares; 2025Q3: 239 shares; 2025Q4: 256 shares 256 $83.6K 0.01% +17 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,816 shares; 2024Q4: 2,816 shares; 2025Q1: 2,816 shares; 2025Q2: 2,816 shares; 2025Q3: 12,816 shares; 2025Q4: 12,816 shares 12,816 $82.9K 0.01% 0 Timeline ONTO ONTO INNOVATION INC More: the full row for ONTO INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 525 shares; 2024Q4: 525 shares; 2025Q1: 525 shares; 2025Q2: 525 shares; 2025Q3: 525 shares; 2025Q4: 525 shares 525 $82.9K 0.01% 0 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: 13,956 shares; 2024Q4: 14,528 shares; 2025Q1: 14,824 shares; 2025Q2: 14,971 shares; 2025Q3: 14,721 shares; 2025Q4: 14,421 shares 14,421 $82K 0.01% -300 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 822 shares; 2024Q4: 822 shares; 2025Q1: 822 shares; 2025Q2: 822 shares; 2025Q3: 822 shares; 2025Q4: 822 shares 822 $81.6K 0.01% 0 Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES 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: 3,940 shares; 2025Q3: not reported; 2025Q4: 5,812 shares 5,812 $81.5K 0.01% new 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: 1,032 shares; 2024Q4: 935 shares; 2025Q1: 1,004 shares; 2025Q2: 935 shares; 2025Q3: 935 shares; 2025Q4: 935 shares 935 $81.5K 0.01% 0 Timeline SMG SCOTTS MIRACLE-GRO CO More: the full row for SCOTTS MIRACLE-GRO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,940 shares; 2024Q4: 3,409 shares; 2025Q1: 1,673 shares; 2025Q2: 1,650 shares; 2025Q3: 1,375 shares; 2025Q4: 1,375 shares 1,375 $80.2K 0.01% 0 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,764 shares; 2025Q4: 3,048 shares 3,048 $79.8K 0.01% +284 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE 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: 886 shares; 2025Q4: 1,008 shares 1,008 $79K 0.01% +122 Timeline ACIW ACI WORLDWIDE INC More: the full row for ACI WORLDWIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,721 shares; 2024Q4: 3,776 shares; 2025Q1: 2,536 shares; 2025Q2: 1,781 shares; 2025Q3: 1,605 shares; 2025Q4: 1,640 shares 1,640 $78.4K 0.01% +35 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104 shares; 2024Q4: 624 shares; 2025Q1: 56 shares; 2025Q2: 485 shares; 2025Q3: 516 shares; 2025Q4: 898 shares 898 $78.4K 0.01% +382 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,881 shares; 2024Q4: 2,029 shares; 2025Q1: 1,749 shares; 2025Q2: 1,769 shares; 2025Q3: 796 shares; 2025Q4: 1,197 shares 1,197 $77.9K 0.01% +401 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 472 shares; 2024Q4: 472 shares; 2025Q1: 290 shares; 2025Q2: 290 shares; 2025Q3: 216 shares; 2025Q4: 231 shares 231 $77.8K 0.01% +15 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51 shares; 2024Q4: 51 shares; 2025Q1: 51 shares; 2025Q2: 51 shares; 2025Q3: 51 shares; 2025Q4: 331 shares 331 $77.5K 0.01% +280 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 900 shares; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 900 shares 900 $77.2K 0.01% 0 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 722 shares; 2025Q1: 622 shares; 2025Q2: 622 shares; 2025Q3: 709 shares; 2025Q4: 626 shares 626 $77K 0.01% -83 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: 834 shares; 2024Q4: 834 shares; 2025Q1: 912 shares; 2025Q2: 834 shares; 2025Q3: 834 shares; 2025Q4: 834 shares 834 $76.3K 0.01% 0 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,918 shares; 2024Q4: 1,691 shares; 2025Q1: 1,017 shares; 2025Q2: 1,017 shares; 2025Q3: 772 shares; 2025Q4: 847 shares 847 $76.3K 0.01% +75 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 48 shares; 2025Q3: 190 shares; 2025Q4: 192 shares 192 $76.2K 0.01% +2 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 605 shares; 2024Q4: 605 shares; 2025Q1: 377 shares; 2025Q2: 377 shares; 2025Q3: 281 shares; 2025Q4: 312 shares 312 $75.8K 0.01% +31 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 374 shares; 2024Q4: 374 shares; 2025Q1: 374 shares; 2025Q2: 374 shares; 2025Q3: 374 shares; 2025Q4: 1,426 shares 1,426 $75.8K 0.01% +1,052 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 625 shares; 2024Q4: 653 shares; 2025Q1: 402 shares; 2025Q2: 402 shares; 2025Q3: 336 shares; 2025Q4: 330 shares 330 $75.6K 0.01% -6 Timeline OLLI OLLIES BARGAIN OUTLET HLDGS More: the full row for OLLIES BARGAIN OUTLET HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,400 shares; 2024Q4: 1,400 shares; 2025Q1: 893 shares; 2025Q2: 881 shares; 2025Q3: 641 shares; 2025Q4: 687 shares 687 $75.3K 0.01% +46 Timeline MSGS MADISON SQUARE GRDN SPRT COR More: the full row for MADISON SQUARE GRDN SPRT COR 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: 285 shares 285 $73.8K 0.01% new Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 835 shares; 2025Q3: 778 shares; 2025Q4: 569 shares 569 $73.4K 0.01% -209 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 296 shares; 2024Q4: 274 shares; 2025Q1: 298 shares; 2025Q2: 338 shares; 2025Q3: 457 shares; 2025Q4: 320 shares 320 $73K 0.01% -137 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,245 shares; 2024Q4: 1,020 shares; 2025Q1: 4,245 shares; 2025Q2: 5,245 shares; 2025Q3: 5,245 shares; 2025Q4: 5,522 shares 5,522 $72.5K 0.01% +277 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 89 shares; 2025Q4: 369 shares 369 $72.1K 0.01% +280 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 627 shares; 2024Q4: 627 shares; 2025Q1: 699 shares; 2025Q2: 699 shares; 2025Q3: 699 shares; 2025Q4: 699 shares 699 $71.3K 0.01% 0 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193 shares; 2024Q4: 193 shares; 2025Q1: 193 shares; 2025Q2: 193 shares; 2025Q3: 193 shares; 2025Q4: 193 shares 193 $71.1K 0.01% 0 Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,803 shares; 2024Q4: 2,803 shares; 2025Q1: 2,865 shares; 2025Q2: 2,929 shares; 2025Q3: 2,989 shares; 2025Q4: 3,049 shares 3,049 $71.1K 0.01% +60 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 299 shares; 2024Q4: 262 shares; 2025Q1: 224 shares; 2025Q2: 235 shares; 2025Q3: 240 shares; 2025Q4: 240 shares 240 $71K 0.01% 0 Timeline SIL 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: 850 shares; 2024Q4: 850 shares; 2025Q1: 850 shares; 2025Q2: 850 shares; 2025Q3: 850 shares; 2025Q4: 850 shares 850 $71K 0.01% 0 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 681 shares; 2024Q4: 681 shares; 2025Q1: 681 shares; 2025Q2: 681 shares; 2025Q3: 681 shares; 2025Q4: 681 shares 681 $70.9K 0.01% 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: 502 shares; 2024Q4: 702 shares; 2025Q1: 528 shares; 2025Q2: 502 shares; 2025Q3: 502 shares; 2025Q4: 402 shares 402 $70.6K 0.01% -100 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,050 shares; 2024Q4: 1,352 shares; 2025Q1: 114 shares; 2025Q2: 551 shares; 2025Q3: 480 shares; 2025Q4: 481 shares 481 $69.3K 0.01% +1 Timeline IBOC INTERNATIONAL BANCSHARES COR More: the full row for INTERNATIONAL BANCSHARES COR 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: 1,594 shares; 2025Q2: 1,599 shares; 2025Q3: 1,097 shares; 2025Q4: 1,039 shares 1,039 $69K 0.01% -58 Timeline AMCR AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,267 shares 8,267 $68.9K 0.01% new Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,092 shares; 2024Q4: 1,092 shares; 2025Q1: 1,092 shares; 2025Q2: 1,092 shares; 2025Q3: 1,092 shares; 2025Q4: 668 shares 668 $67.4K 0.01% -424 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: 1,741 shares; 2024Q4: 1,608 shares; 2025Q1: 1,840 shares; 2025Q2: 779 shares; 2025Q3: 798 shares; 2025Q4: 798 shares 798 $67.2K 0.01% 0 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL 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: 137 shares 137 $66.8K 0.01% new Timeline HI HILLENBRAND INC More: the full row for HILLENBRAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,833 shares; 2024Q4: 2,833 shares; 2025Q1: 2,833 shares; 2025Q2: 2,955 shares; 2025Q3: 2,605 shares; 2025Q4: 2,103 shares 2,103 $66.7K 0.01% -502 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62 shares; 2024Q4: 62 shares; 2025Q1: 173 shares; 2025Q2: 198 shares; 2025Q3: 152 shares; 2025Q4: 177 shares 177 $66.2K 0.01% +25 Timeline COMT ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,657 shares 2,657 $66.1K 0.01% new Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,615 shares; 2024Q4: 1,285 shares; 2025Q1: 1,285 shares; 2025Q2: 1,285 shares; 2025Q3: 1,285 shares; 2025Q4: 1,285 shares 1,285 $65.4K 0.01% 0 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,383 shares; 2024Q4: 1,383 shares; 2025Q1: 1,283 shares; 2025Q2: 1,283 shares; 2025Q3: 883 shares; 2025Q4: 883 shares 883 $64.9K 0.01% 0 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82 shares; 2024Q4: 82 shares; 2025Q1: 82 shares; 2025Q2: 151 shares; 2025Q3: 170 shares; 2025Q4: 223 shares 223 $64K 0.01% +53 Timeline