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: 190,421 shares; 2024Q4: 190,821 shares; 2025Q1: 190,021 shares; 2025Q2: 179,026 shares; 2025Q3: 164,720 shares; 2025Q4: 164,117 shares 164,117 $112M 15.23% -603 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: 258,952 shares; 2024Q4: 258,068 shares; 2025Q1: 259,381 shares; 2025Q2: 258,516 shares; 2025Q3: 237,466 shares; 2025Q4: 240,521 shares 240,521 $65.4M 8.9% +3,055 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: 500,464 shares; 2024Q4: 493,830 shares; 2025Q1: 494,620 shares; 2025Q2: 381,483 shares; 2025Q3: 381,658 shares; 2025Q4: 341,236 shares 341,236 $33.8M 4.61% -40,422 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: 140,676 shares; 2024Q4: 108,944 shares; 2025Q1: 109,725 shares; 2025Q2: 109,955 shares; 2025Q3: 104,702 shares; 2025Q4: 109,804 shares 109,804 $25.3M 3.45% +5,102 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: 45,716 shares; 2024Q4: 44,529 shares; 2025Q1: 44,000 shares; 2025Q2: 41,101 shares; 2025Q3: 38,669 shares; 2025Q4: 36,571 shares 36,571 $22.9M 3.12% -2,098 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,888 shares; 2024Q4: 112,913 shares; 2025Q1: 112,913 shares; 2025Q2: 112,915 shares; 2025Q3: 107,040 shares; 2025Q4: 100,950 shares 100,950 $19.9M 2.7% -6,090 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: 41,658 shares; 2024Q4: 41,600 shares; 2025Q1: 42,634 shares; 2025Q2: 41,679 shares; 2025Q3: 36,044 shares; 2025Q4: 39,341 shares 39,341 $19M 2.59% +3,297 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: 102,402 shares; 2024Q4: 100,407 shares; 2025Q1: 101,048 shares; 2025Q2: 100,163 shares; 2025Q3: 81,777 shares; 2025Q4: 98,272 shares 98,272 $18.3M 2.49% +16,495 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: 53,519 shares; 2024Q4: 52,743 shares; 2025Q1: 55,026 shares; 2025Q2: 54,044 shares; 2025Q3: 52,903 shares; 2025Q4: 57,606 shares 57,606 $18.1M 2.46% +4,703 Timeline DSI 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: 124,859 shares; 2024Q4: 131,871 shares; 2025Q1: 167,092 shares; 2025Q2: 144,040 shares; 2025Q3: 134,953 shares; 2025Q4: 138,607 shares 138,607 $17.9M 2.43% +3,654 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: 58,758 shares; 2024Q4: 53,721 shares; 2025Q1: 55,703 shares; 2025Q2: 55,570 shares; 2025Q3: 48,684 shares; 2025Q4: 49,770 shares 49,770 $15.6M 2.12% +1,086 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: 824 shares; 2024Q4: 824 shares; 2025Q1: 905 shares; 2025Q2: 905 shares; 2025Q3: 27,803 shares; 2025Q4: 27,658 shares 27,658 $13.9M 1.89% -145 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,233 shares; 2024Q4: 46,991 shares; 2025Q1: 46,984 shares; 2025Q2: 40,761 shares; 2025Q3: 33,695 shares; 2025Q4: 33,295 shares 33,295 $9.66M 1.32% -400 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: 81,695 shares; 2024Q4: 78,822 shares; 2025Q1: 84,817 shares; 2025Q2: 55,616 shares; 2025Q3: 50,397 shares; 2025Q4: 50,035 shares 50,035 $9.56M 1.3% -362 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: 12,535 shares; 2024Q4: 12,283 shares; 2025Q1: 14,152 shares; 2025Q2: 12,959 shares; 2025Q3: 12,088 shares; 2025Q4: 18,449 shares 18,449 $8.3M 1.13% +6,361 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,742 shares; 2024Q4: 23,308 shares; 2025Q1: 26,760 shares; 2025Q2: 26,783 shares; 2025Q3: 26,927 shares; 2025Q4: 51,920 shares 51,920 $7.47M 1.02% +24,993 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,754 shares; 2024Q4: 21,754 shares; 2025Q1: 19,929 shares; 2025Q2: 21,264 shares; 2025Q3: 21,264 shares; 2025Q4: 21,264 shares 21,264 $7.29M 0.99% 0 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: 38,194 shares; 2024Q4: 38,987 shares; 2025Q1: 38,349 shares; 2025Q2: 37,417 shares; 2025Q3: 36,105 shares; 2025Q4: 36,230 shares 36,230 $7.06M 0.96% +125 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: 5,440 shares; 2024Q4: 12,479 shares; 2025Q1: 4,426 shares; 2025Q2: 9,548 shares; 2025Q3: 8,843 shares; 2025Q4: 8,471 shares 8,471 $6.39M 0.87% -372 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: 16,256 shares; 2024Q4: 16,621 shares; 2025Q1: 18,724 shares; 2025Q2: 17,962 shares; 2025Q3: 20,313 shares; 2025Q4: 21,821 shares 21,821 $5.37M 0.73% +1,508 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 9 shares; 2025Q2: 9 shares; 2025Q3: 10 shares; 2025Q4: 7 shares 7 $5.28M 0.72% -3 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: 83,958 shares; 2024Q4: 86,373 shares; 2025Q1: 79,993 shares; 2025Q2: 55,867 shares; 2025Q3: 36,866 shares; 2025Q4: 35,979 shares 35,979 $5.08M 0.69% -887 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: 30,141 shares; 2024Q4: 30,891 shares; 2025Q1: 31,077 shares; 2025Q2: 25,001 shares; 2025Q3: 19,425 shares; 2025Q4: 18,899 shares 18,899 $4.88M 0.66% -526 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,780 shares; 2024Q4: 23,780 shares; 2025Q1: 24,500 shares; 2025Q2: 32,210 shares; 2025Q3: 32,210 shares; 2025Q4: 33,260 shares 33,260 $4.77M 0.65% +1,050 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: 35,027 shares; 2024Q4: 34,078 shares; 2025Q1: 34,729 shares; 2025Q2: 25,918 shares; 2025Q3: 21,566 shares; 2025Q4: 22,386 shares 22,386 $4.63M 0.63% +820 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: 20,202 shares; 2024Q4: 16,665 shares; 2025Q1: 17,466 shares; 2025Q2: 16,907 shares; 2025Q3: 11,935 shares; 2025Q4: 13,851 shares 13,851 $4.46M 0.61% +1,916 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: 22,248 shares; 2024Q4: 22,003 shares; 2025Q1: 21,921 shares; 2025Q2: 21,889 shares; 2025Q3: 19,984 shares; 2025Q4: 18,990 shares 18,990 $4.34M 0.59% -994 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: 4,704 shares; 2024Q4: 5,516 shares; 2025Q1: 5,025 shares; 2025Q2: 5,011 shares; 2025Q3: 3,566 shares; 2025Q4: 3,840 shares 3,840 $4.13M 0.56% +274 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: 78,884 shares; 2024Q4: 80,113 shares; 2025Q1: 71,987 shares; 2025Q2: 55,284 shares; 2025Q3: 42,242 shares; 2025Q4: 45,105 shares 45,105 $3.99M 0.54% +2,863 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: 44,236 shares; 2024Q4: 42,663 shares; 2025Q1: 42,031 shares; 2025Q2: 38,851 shares; 2025Q3: 36,352 shares; 2025Q4: 36,590 shares 36,590 $3.85M 0.52% +238 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: 2,570 shares; 2024Q4: 27,434 shares; 2025Q1: 37,339 shares; 2025Q2: 92,529 shares; 2025Q3: 53,909 shares; 2025Q4: 64,344 shares 64,344 $3.78M 0.51% +10,435 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,228 shares; 2024Q4: 19,524 shares; 2025Q1: 19,729 shares; 2025Q2: 19,367 shares; 2025Q3: 18,368 shares; 2025Q4: 19,092 shares 19,092 $3.71M 0.5% +724 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: 31,630 shares; 2024Q4: 31,583 shares; 2025Q1: 32,664 shares; 2025Q2: 32,758 shares; 2025Q3: 32,700 shares; 2025Q4: 32,847 shares 32,847 $3.66M 0.5% +147 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: 13,328 shares; 2024Q4: 13,316 shares; 2025Q1: 13,652 shares; 2025Q2: 11,568 shares; 2025Q3: 10,619 shares; 2025Q4: 10,529 shares 10,529 $3.62M 0.49% -90 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: 35,658 shares; 2024Q4: 36,052 shares; 2025Q1: 39,059 shares; 2025Q2: 33,812 shares; 2025Q3: 24,735 shares; 2025Q4: 25,117 shares 25,117 $3.39M 0.46% +382 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: 13,483 shares; 2024Q4: 12,593 shares; 2025Q1: 13,178 shares; 2025Q2: 13,350 shares; 2025Q3: 9,795 shares; 2025Q4: 9,760 shares 9,760 $3.38M 0.46% -35 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: 118,900 shares; 2024Q4: 139,476 shares; 2025Q1: 128,333 shares; 2025Q2: 101,488 shares; 2025Q3: 52,644 shares; 2025Q4: 53,766 shares 53,766 $3.36M 0.46% +1,122 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,952 shares; 2024Q4: 24,040 shares; 2025Q1: 24,169 shares; 2025Q2: 23,335 shares; 2025Q3: 21,447 shares; 2025Q4: 18,952 shares 18,952 $3.24M 0.44% -2,495 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,168 shares; 2024Q4: 3,125 shares; 2025Q1: 3,251 shares; 2025Q2: 3,440 shares; 2025Q3: 3,053 shares; 2025Q4: 3,673 shares 3,673 $3.17M 0.43% +620 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: 146,080 shares; 2024Q4: 144,217 shares; 2025Q1: 122,589 shares; 2025Q2: 89,563 shares; 2025Q3: 59,213 shares; 2025Q4: 58,269 shares 58,269 $3.13M 0.43% -944 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: 17,936 shares; 2024Q4: 17,790 shares; 2025Q1: 17,387 shares; 2025Q2: 9,585 shares; 2025Q3: 9,475 shares; 2025Q4: 9,226 shares 9,226 $3.09M 0.42% -249 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: 6,511 shares; 2024Q4: 6,764 shares; 2025Q1: 7,252 shares; 2025Q2: 7,110 shares; 2025Q3: 6,232 shares; 2025Q4: 7,514 shares 7,514 $2.64M 0.36% +1,282 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: 4,853 shares; 2024Q4: 4,809 shares; 2025Q1: 4,506 shares; 2025Q2: 5,894 shares; 2025Q3: 6,706 shares; 2025Q4: 6,582 shares 6,582 $2.61M 0.36% -124 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,325 shares; 2024Q4: 25,299 shares; 2025Q1: 25,649 shares; 2025Q2: 20,917 shares; 2025Q3: 16,193 shares; 2025Q4: 17,507 shares 17,507 $2.51M 0.34% +1,314 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: 9,410 shares; 2024Q4: 9,468 shares; 2025Q1: 9,599 shares; 2025Q2: 9,024 shares; 2025Q3: 7,746 shares; 2025Q4: 8,083 shares 8,083 $2.47M 0.34% +337 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: 8,194 shares; 2024Q4: 8,194 shares; 2025Q1: 3,772 shares; 2025Q2: 4,672 shares; 2025Q3: 4,517 shares; 2025Q4: 3,585 shares 3,585 $2.46M 0.33% -932 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: 21,773 shares; 2024Q4: 22,225 shares; 2025Q1: 22,647 shares; 2025Q2: 22,219 shares; 2025Q3: 19,610 shares; 2025Q4: 18,057 shares 18,057 $2.26M 0.31% -1,553 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS 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: 115,848 shares; 2025Q4: 116,466 shares 116,466 $2.25M 0.31% +618 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: 4,795 shares; 2024Q4: 4,856 shares; 2025Q1: 4,902 shares; 2025Q2: 4,516 shares; 2025Q3: 3,521 shares; 2025Q4: 3,863 shares 3,863 $2.21M 0.3% +342 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: 25,944 shares; 2024Q4: 25,966 shares; 2025Q1: 30,583 shares; 2025Q2: 10,885 shares; 2025Q3: 10,885 shares; 2025Q4: 10,455 shares 10,455 $2.2M 0.3% -430 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,854 shares; 2024Q4: 8,854 shares; 2025Q1: 5,662 shares; 2025Q2: 5,662 shares; 2025Q3: 5,662 shares; 2025Q4: 5,774 shares 5,774 $2.16M 0.29% +112 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,421 shares; 2024Q4: 19,211 shares; 2025Q1: 18,929 shares; 2025Q2: 18,056 shares; 2025Q3: 17,492 shares; 2025Q4: 17,492 shares 17,492 $2.16M 0.29% 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: 344 shares; 2024Q4: 344 shares; 2025Q1: 344 shares; 2025Q2: 352 shares; 2025Q3: 357 shares; 2025Q4: 392 shares 392 $2.1M 0.29% +35 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: 136,405 shares; 2024Q4: 142,647 shares; 2025Q1: 136,448 shares; 2025Q2: 28,436 shares; 2025Q3: 28,390 shares; 2025Q4: 28,424 shares 28,424 $2.09M 0.28% +34 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: 8,567 shares; 2024Q4: 8,572 shares; 2025Q1: 8,767 shares; 2025Q2: 8,750 shares; 2025Q3: 8,549 shares; 2025Q4: 8,999 shares 8,999 $2.08M 0.28% +450 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: 30,561 shares; 2024Q4: 29,606 shares; 2025Q1: 30,061 shares; 2025Q2: 29,742 shares; 2025Q3: 24,425 shares; 2025Q4: 26,508 shares 26,508 $2.04M 0.28% +2,083 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,914 shares; 2025Q2: 22,914 shares; 2025Q3: 22,914 shares; 2025Q4: 22,731 shares 22,731 $2.03M 0.28% -183 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: 8,891 shares; 2024Q4: 8,891 shares; 2025Q1: 22,058 shares; 2025Q2: 22,058 shares; 2025Q3: 21,068 shares; 2025Q4: 21,068 shares 21,068 $2.03M 0.28% 0 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: 3,076 shares; 2024Q4: 3,298 shares; 2025Q1: 5,417 shares; 2025Q2: 5,468 shares; 2025Q3: 5,260 shares; 2025Q4: 3,285 shares 3,285 $2.02M 0.27% -1,975 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,669 shares; 2024Q4: 18,629 shares; 2025Q1: 18,654 shares; 2025Q2: 18,683 shares; 2025Q3: 18,705 shares; 2025Q4: 18,641 shares 18,641 $1.96M 0.27% -64 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: 10,901 shares; 2024Q4: 10,924 shares; 2025Q1: 10,881 shares; 2025Q2: 7,954 shares; 2025Q3: 7,411 shares; 2025Q4: 7,838 shares 7,838 $1.89M 0.26% +427 Timeline UPST UPSTART HLDGS INC More: the full row for UPSTART HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,691 shares; 2024Q4: 43,392 shares; 2025Q1: 43,392 shares; 2025Q2: 43,123 shares; 2025Q3: 43,123 shares; 2025Q4: 43,123 shares 43,123 $1.89M 0.26% 0 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: 5,361 shares; 2024Q4: 5,321 shares; 2025Q1: 5,674 shares; 2025Q2: 5,036 shares; 2025Q3: 5,500 shares; 2025Q4: 5,399 shares 5,399 $1.78M 0.24% -101 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: 5,892 shares; 2024Q4: 5,874 shares; 2025Q1: 5,872 shares; 2025Q2: 4,069 shares; 2025Q3: 4,026 shares; 2025Q4: 3,746 shares 3,746 $1.77M 0.24% -280 Timeline BILL BILL HOLDINGS INC More: the full row for BILL HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,773 shares; 2024Q4: 9,773 shares; 2025Q1: not reported; 2025Q2: 22,120 shares; 2025Q3: 30,919 shares; 2025Q4: 30,919 shares 30,919 $1.69M 0.23% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,586 shares; 2024Q4: 5,558 shares; 2025Q1: 5,722 shares; 2025Q2: 5,067 shares; 2025Q3: 4,161 shares; 2025Q4: 4,492 shares 4,492 $1.66M 0.23% +331 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: 46,740 shares; 2024Q4: 45,386 shares; 2025Q1: 45,329 shares; 2025Q2: 4,039 shares; 2025Q3: 3,476 shares; 2025Q4: 3,391 shares 3,391 $1.65M 0.23% -85 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,381 shares; 2024Q4: 12,385 shares; 2025Q1: 12,385 shares; 2025Q2: 12,268 shares; 2025Q3: 12,168 shares; 2025Q4: 12,162 shares 12,162 $1.62M 0.22% -6 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: 22,578 shares; 2024Q4: 14,999 shares; 2025Q1: 14,979 shares; 2025Q2: 14,494 shares; 2025Q3: 13,560 shares; 2025Q4: 13,133 shares 13,133 $1.61M 0.22% -427 Timeline PTON PELOTON INTERACTIVE INC More: the full row for PELOTON INTERACTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 236,653 shares; 2024Q4: 236,653 shares; 2025Q1: 236,653 shares; 2025Q2: 251,790 shares; 2025Q3: 237,443 shares; 2025Q4: 260,484 shares 260,484 $1.6M 0.22% +23,041 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: 6,233 shares; 2024Q4: 6,072 shares; 2025Q1: 6,323 shares; 2025Q2: 6,343 shares; 2025Q3: 11,391 shares; 2025Q4: 10,509 shares 10,509 $1.6M 0.22% -882 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: 8,750 shares; 2024Q4: 8,750 shares; 2025Q1: 8,715 shares; 2025Q2: 8,703 shares; 2025Q3: 9,870 shares; 2025Q4: 10,352 shares 10,352 $1.59M 0.22% +482 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: 7,880 shares; 2024Q4: 7,880 shares; 2025Q1: 7,880 shares; 2025Q2: 9,105 shares; 2025Q3: 9,085 shares; 2025Q4: 9,846 shares 9,846 $1.58M 0.22% +761 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,460 shares; 2024Q4: 3,505 shares; 2025Q1: 4,118 shares; 2025Q2: 4,275 shares; 2025Q3: 2,464 shares; 2025Q4: 2,293 shares 2,293 $1.51M 0.21% -171 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,948 shares; 2024Q4: 6,295 shares; 2025Q1: 6,359 shares; 2025Q2: 6,012 shares; 2025Q3: 6,019 shares; 2025Q4: 5,899 shares 5,899 $1.48M 0.2% -120 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: 6,647 shares; 2024Q4: 6,648 shares; 2025Q1: 6,900 shares; 2025Q2: 6,391 shares; 2025Q3: 5,215 shares; 2025Q4: 4,973 shares 4,973 $1.47M 0.2% -242 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,344 shares; 2025Q1: 6,344 shares; 2025Q2: 6,346 shares; 2025Q3: 6,355 shares; 2025Q4: 6,358 shares 6,358 $1.46M 0.2% +3 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,407 shares 17,407 $1.46M 0.2% new Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,219 shares; 2024Q4: 19,205 shares; 2025Q1: 19,205 shares; 2025Q2: 5,506 shares; 2025Q3: 4,780 shares; 2025Q4: 4,787 shares 4,787 $1.45M 0.2% +7 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: 2,494 shares; 2024Q4: 2,612 shares; 2025Q1: 2,625 shares; 2025Q2: 2,525 shares; 2025Q3: 2,545 shares; 2025Q4: 3,727 shares 3,727 $1.31M 0.18% +1,182 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: 13,654 shares; 2024Q4: 13,969 shares; 2025Q1: 14,118 shares; 2025Q2: 8,936 shares; 2025Q3: 7,602 shares; 2025Q4: 9,087 shares 9,087 $1.3M 0.18% +1,485 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: 6,406 shares; 2024Q4: 6,406 shares; 2025Q1: 6,501 shares; 2025Q2: 5,661 shares; 2025Q3: 3,979 shares; 2025Q4: 3,906 shares 3,906 $1.28M 0.17% -73 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: 12,493 shares; 2024Q4: 12,493 shares; 2025Q1: 13,947 shares; 2025Q2: 4,407 shares; 2025Q3: 4,431 shares; 2025Q4: 4,337 shares 4,337 $1.21M 0.16% -94 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: 4,837 shares; 2024Q4: 4,830 shares; 2025Q1: 5,238 shares; 2025Q2: 4,414 shares; 2025Q3: 3,473 shares; 2025Q4: 3,389 shares 3,389 $1.2M 0.16% -84 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: 2,316 shares; 2024Q4: 2,316 shares; 2025Q1: 2,323 shares; 2025Q2: 1,872 shares; 2025Q3: 1,379 shares; 2025Q4: 2,109 shares 2,109 $1.19M 0.16% +730 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,112 shares; 2024Q4: 1,170 shares; 2025Q1: 1,217 shares; 2025Q2: 1,217 shares; 2025Q3: 984 shares; 2025Q4: 1,180 shares 1,180 $1.19M 0.16% +196 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: 3,155 shares; 2024Q4: 2,235 shares; 2025Q1: 2,267 shares; 2025Q2: 2,308 shares; 2025Q3: 1,911 shares; 2025Q4: 2,012 shares 2,012 $1.17M 0.16% +101 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: 6,895 shares; 2024Q4: 6,669 shares; 2025Q1: 6,912 shares; 2025Q2: 6,873 shares; 2025Q3: 6,206 shares; 2025Q4: 6,149 shares 6,149 $1.13M 0.15% -57 Timeline IGIB 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: 20,851 shares 20,851 $1.12M 0.15% new Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,528 shares; 2024Q4: 2,528 shares; 2025Q1: 2,528 shares; 2025Q2: 2,078 shares; 2025Q3: 1,799 shares; 2025Q4: 1,799 shares 1,799 $1.09M 0.15% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,466 shares; 2024Q4: 12,466 shares; 2025Q1: 12,752 shares; 2025Q2: 12,745 shares; 2025Q3: 9,016 shares; 2025Q4: 9,035 shares 9,035 $1.05M 0.14% +19 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,190 shares; 2024Q4: 4,195 shares; 2025Q1: 4,161 shares; 2025Q2: 4,161 shares; 2025Q3: 4,161 shares; 2025Q4: 4,170 shares 4,170 $1.05M 0.14% +9 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: 21,769 shares; 2024Q4: 21,769 shares; 2025Q1: 21,769 shares; 2025Q2: 20,630 shares; 2025Q3: 20,630 shares; 2025Q4: 21,710 shares 21,710 $1.04M 0.14% +1,080 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,830 shares; 2024Q4: 22,830 shares; 2025Q1: 21,030 shares; 2025Q2: 21,030 shares; 2025Q3: 20,922 shares; 2025Q4: 20,922 shares 20,922 $1.04M 0.14% 0 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: 3,166 shares; 2024Q4: 3,238 shares; 2025Q1: 3,384 shares; 2025Q2: 3,311 shares; 2025Q3: 3,291 shares; 2025Q4: 4,019 shares 4,019 $1.03M 0.14% +728 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: 2,764 shares; 2024Q4: 3,320 shares; 2025Q1: 3,948 shares; 2025Q2: 3,937 shares; 2025Q3: 3,560 shares; 2025Q4: 3,810 shares 3,810 $1.03M 0.14% +250 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: 35,431 shares; 2024Q4: 25,941 shares; 2025Q1: 26,997 shares; 2025Q2: 25,132 shares; 2025Q3: 15,326 shares; 2025Q4: 18,303 shares 18,303 $1.01M 0.14% +2,977 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: 3,942 shares; 2024Q4: 3,992 shares; 2025Q1: 3,985 shares; 2025Q2: 3,879 shares; 2025Q3: 2,197 shares; 2025Q4: 2,016 shares 2,016 $989K 0.13% -181 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: 2,434 shares; 2024Q4: 2,436 shares; 2025Q1: 2,355 shares; 2025Q2: 2,056 shares; 2025Q3: 1,298 shares; 2025Q4: 1,110 shares 1,110 $976K 0.13% -188 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: 4,754 shares; 2024Q4: 4,762 shares; 2025Q1: 4,671 shares; 2025Q2: 4,685 shares; 2025Q3: 3,979 shares; 2025Q4: 4,660 shares 4,660 $973K 0.13% +681 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,460 shares; 2024Q4: 4,558 shares; 2025Q1: 4,498 shares; 2025Q2: 4,400 shares; 2025Q3: 4,392 shares; 2025Q4: 4,473 shares 4,473 $948K 0.13% +81 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: 539 shares; 2024Q4: 539 shares; 2025Q1: 611 shares; 2025Q2: 848 shares; 2025Q3: 505 shares; 2025Q4: 10,052 shares 10,052 $942K 0.13% +9,547 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,672 shares; 2024Q4: 2,674 shares; 2025Q1: 2,686 shares; 2025Q2: 2,686 shares; 2025Q3: 2,708 shares; 2025Q4: 2,789 shares 2,789 $942K 0.13% +81 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: 2,990 shares; 2024Q4: 3,058 shares; 2025Q1: 2,896 shares; 2025Q2: 2,934 shares; 2025Q3: 2,378 shares; 2025Q4: 2,642 shares 2,642 $925K 0.13% +264 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,159 shares; 2024Q4: 9,065 shares; 2025Q1: 9,328 shares; 2025Q2: 9,008 shares; 2025Q3: 9,969 shares; 2025Q4: 10,914 shares 10,914 $919K 0.13% +945 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,018 shares; 2025Q2: 9,018 shares; 2025Q3: 9,018 shares; 2025Q4: 13,647 shares 13,647 $917K 0.12% +4,629 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,773 shares; 2024Q4: 10,476 shares; 2025Q1: 11,245 shares; 2025Q2: 11,303 shares; 2025Q3: 7,982 shares; 2025Q4: 7,811 shares 7,811 $907K 0.12% -171 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,741 shares; 2025Q4: 4,398 shares 4,398 $903K 0.12% -7,343 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,485 shares 13,485 $882K 0.12% new 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: 1,008 shares; 2024Q4: 1,008 shares; 2025Q1: 1,114 shares; 2025Q2: 1,036 shares; 2025Q3: 955 shares; 2025Q4: 998 shares 998 $877K 0.12% +43 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: 9,015 shares; 2024Q4: 9,015 shares; 2025Q1: 9,519 shares; 2025Q2: 9,536 shares; 2025Q3: 8,361 shares; 2025Q4: 9,020 shares 9,020 $860K 0.12% +659 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: 3,995 shares; 2024Q4: 4,114 shares; 2025Q1: 4,189 shares; 2025Q2: 3,658 shares; 2025Q3: 2,244 shares; 2025Q4: 3,203 shares 3,203 $859K 0.12% +959 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: 32,167 shares; 2024Q4: 26,112 shares; 2025Q1: 25,733 shares; 2025Q2: 18,717 shares; 2025Q3: 15,926 shares; 2025Q4: 11,692 shares 11,692 $817K 0.11% -4,234 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: 6,476 shares; 2024Q4: 6,479 shares; 2025Q1: 6,725 shares; 2025Q2: 6,825 shares; 2025Q3: 6,799 shares; 2025Q4: 6,872 shares 6,872 $805K 0.11% +73 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,308 shares; 2024Q4: 4,510 shares; 2025Q1: 4,941 shares; 2025Q2: 4,352 shares; 2025Q3: 4,800 shares; 2025Q4: 2,797 shares 2,797 $798K 0.11% -2,003 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 873 shares; 2025Q1: 874 shares; 2025Q2: 844 shares; 2025Q3: 710 shares; 2025Q4: 741 shares 741 $793K 0.11% +31 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: 1,778 shares; 2024Q4: 1,783 shares; 2025Q1: 1,852 shares; 2025Q2: 1,850 shares; 2025Q3: 1,108 shares; 2025Q4: 1,694 shares 1,694 $789K 0.11% +586 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: 8,778 shares; 2024Q4: 8,953 shares; 2025Q1: 9,349 shares; 2025Q2: 12,899 shares; 2025Q3: 9,462 shares; 2025Q4: 8,428 shares 8,428 $785K 0.11% -1,034 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156 shares; 2024Q4: 173 shares; 2025Q1: 191 shares; 2025Q2: 191 shares; 2025Q3: 186 shares; 2025Q4: 227 shares 227 $770K 0.1% +41 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: 4,402 shares; 2024Q4: 4,515 shares; 2025Q1: 4,314 shares; 2025Q2: 3,800 shares; 2025Q3: 3,255 shares; 2025Q4: 3,319 shares 3,319 $760K 0.1% +64 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: 6,532 shares; 2024Q4: 6,532 shares; 2025Q1: 6,958 shares; 2025Q2: 6,954 shares; 2025Q3: 3,850 shares; 2025Q4: 4,721 shares 4,721 $757K 0.1% +871 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: 43,811 shares; 2024Q4: 47,137 shares; 2025Q1: 47,644 shares; 2025Q2: 50,005 shares; 2025Q3: 47,689 shares; 2025Q4: 30,243 shares 30,243 $753K 0.1% -17,446 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: 1,079 shares; 2024Q4: 963 shares; 2025Q1: 1,027 shares; 2025Q2: 9,646 shares; 2025Q3: 9,666 shares; 2025Q4: 9,911 shares 9,911 $734K 0.1% +245 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,426 shares; 2024Q4: 50,600 shares; 2025Q1: 52,214 shares; 2025Q2: 20,539 shares; 2025Q3: 4,119 shares; 2025Q4: 4,119 shares 4,119 $731K 0.1% 0 Timeline Z ZILLOW GROUP INC More: the full row for ZILLOW GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,883 shares; 2024Q4: 6,883 shares; 2025Q1: 6,883 shares; 2025Q2: 6,883 shares; 2025Q3: 17,703 shares; 2025Q4: 10,687 shares 10,687 $729K 0.1% -7,016 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,488 shares; 2024Q4: 6,488 shares; 2025Q1: 6,488 shares; 2025Q2: 6,488 shares; 2025Q3: 6,488 shares; 2025Q4: 6,488 shares 6,488 $725K 0.1% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,574 shares; 2024Q4: 13,700 shares; 2025Q1: 13,806 shares; 2025Q2: 13,809 shares; 2025Q3: 14,041 shares; 2025Q4: 13,405 shares 13,405 $723K 0.1% -636 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,459 shares; 2024Q4: 4,465 shares; 2025Q1: 4,490 shares; 2025Q2: 4,454 shares; 2025Q3: 3,725 shares; 2025Q4: 3,959 shares 3,959 $720K 0.1% +234 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: 6,985 shares; 2024Q4: 6,876 shares; 2025Q1: 7,944 shares; 2025Q2: 6,843 shares; 2025Q3: 6,632 shares; 2025Q4: 5,927 shares 5,927 $713K 0.1% -705 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,597 shares; 2024Q4: 42,597 shares; 2025Q1: 41,347 shares; 2025Q2: 41,347 shares; 2025Q3: 26,597 shares; 2025Q4: 26,597 shares 26,597 $710K 0.1% 0 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,684 shares; 2024Q4: 3,684 shares; 2025Q1: 3,688 shares; 2025Q2: 3,687 shares; 2025Q3: 3,705 shares; 2025Q4: 3,716 shares 3,716 $699K 0.1% +11 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: 2,671 shares; 2024Q4: 2,663 shares; 2025Q1: 2,753 shares; 2025Q2: 2,728 shares; 2025Q3: 2,718 shares; 2025Q4: 3,036 shares 3,036 $691K 0.09% +318 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,693 shares; 2024Q4: 5,693 shares; 2025Q1: 5,693 shares; 2025Q2: 5,693 shares; 2025Q3: 5,693 shares; 2025Q4: 5,016 shares 5,016 $687K 0.09% -677 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,865 shares; 2024Q4: 4,859 shares; 2025Q1: 4,881 shares; 2025Q2: 4,871 shares; 2025Q3: 3,657 shares; 2025Q4: 3,702 shares 3,702 $687K 0.09% +45 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: 15,876 shares; 2024Q4: 17,880 shares; 2025Q1: 18,169 shares; 2025Q2: 16,952 shares; 2025Q3: 15,658 shares; 2025Q4: 10,605 shares 10,605 $676K 0.09% -5,053 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,732 shares; 2024Q4: 3,725 shares; 2025Q1: 3,975 shares; 2025Q2: 4,022 shares; 2025Q3: 4,075 shares; 2025Q4: 3,893 shares 3,893 $675K 0.09% -182 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: 20,405 shares; 2024Q4: 20,405 shares; 2025Q1: 20,405 shares; 2025Q2: 7,984 shares; 2025Q3: 7,984 shares; 2025Q4: 15,590 shares 15,590 $666K 0.09% +7,606 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: 1,942 shares; 2024Q4: 1,941 shares; 2025Q1: 2,056 shares; 2025Q2: 2,052 shares; 2025Q3: 2,042 shares; 2025Q4: 2,701 shares 2,701 $665K 0.09% +659 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,434 shares; 2024Q4: 6,434 shares; 2025Q1: 6,497 shares; 2025Q2: 4,640 shares; 2025Q3: 4,062 shares; 2025Q4: 4,115 shares 4,115 $659K 0.09% +53 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,996 shares; 2024Q4: 2,108 shares; 2025Q1: 2,092 shares; 2025Q2: 1,984 shares; 2025Q3: 1,999 shares; 2025Q4: 2,248 shares 2,248 $652K 0.09% +249 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: 3,153 shares; 2024Q4: 2,713 shares; 2025Q1: 2,938 shares; 2025Q2: 2,958 shares; 2025Q3: 1,819 shares; 2025Q4: 2,027 shares 2,027 $646K 0.09% +208 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,570 shares; 2024Q4: 22,983 shares; 2025Q1: 4,921 shares; 2025Q2: 1,467 shares; 2025Q3: 2,506 shares; 2025Q4: 2,215 shares 2,215 $638K 0.09% -291 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: 65 shares; 2024Q4: 99 shares; 2025Q1: 114 shares; 2025Q2: 150 shares; 2025Q3: 65 shares; 2025Q4: 585 shares 585 $626K 0.09% +520 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,408 shares; 2024Q4: 9,749 shares; 2025Q1: 9,942 shares; 2025Q2: 9,600 shares; 2025Q3: 7,797 shares; 2025Q4: 7,843 shares 7,843 $625K 0.09% +46 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: 9,479 shares; 2024Q4: 10,207 shares; 2025Q1: 10,613 shares; 2025Q2: 10,970 shares; 2025Q3: 10,177 shares; 2025Q4: 2,865 shares 2,865 $614K 0.08% -7,312 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: 561 shares; 2024Q4: 561 shares; 2025Q1: 561 shares; 2025Q2: 8,414 shares; 2025Q3: 6,593 shares; 2025Q4: 6,686 shares 6,686 $610K 0.08% +93 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: 3,305 shares; 2024Q4: 1,005 shares; 2025Q1: 1,216 shares; 2025Q2: 988 shares; 2025Q3: 965 shares; 2025Q4: 1,061 shares 1,061 $608K 0.08% +96 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,376 shares; 2024Q4: 4,376 shares; 2025Q1: 4,376 shares; 2025Q2: 4,376 shares; 2025Q3: 4,376 shares; 2025Q4: 4,275 shares 4,275 $603K 0.08% -101 Timeline URNM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,285 shares; 2024Q4: 16,053 shares; 2025Q1: 16,053 shares; 2025Q2: 10,900 shares; 2025Q3: 10,900 shares; 2025Q4: 10,900 shares 10,900 $598K 0.08% 0 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: 3,000 shares; 2024Q4: 2,968 shares; 2025Q1: 2,968 shares; 2025Q2: 2,968 shares; 2025Q3: 2,968 shares; 2025Q4: 2,968 shares 2,968 $593K 0.08% 0 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,073 shares; 2024Q4: 10,099 shares; 2025Q1: 10,272 shares; 2025Q2: 10,516 shares; 2025Q3: 5,591 shares; 2025Q4: 7,169 shares 7,169 $576K 0.08% +1,578 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: 3,721 shares; 2024Q4: 3,977 shares; 2025Q1: 4,973 shares; 2025Q2: 5,127 shares; 2025Q3: 5,274 shares; 2025Q4: 4,502 shares 4,502 $567K 0.08% -772 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: 1,886 shares; 2024Q4: 1,887 shares; 2025Q1: 2,014 shares; 2025Q2: 2,147 shares; 2025Q3: 1,566 shares; 2025Q4: 1,822 shares 1,822 $565K 0.08% +256 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: 9,179 shares; 2024Q4: 9,521 shares; 2025Q1: 9,613 shares; 2025Q2: 9,304 shares; 2025Q3: 7,542 shares; 2025Q4: 4,948 shares 4,948 $563K 0.08% -2,594 Timeline XSD 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: 1,750 shares; 2024Q4: 1,750 shares; 2025Q1: 1,750 shares; 2025Q2: 1,750 shares; 2025Q3: 1,750 shares; 2025Q4: 1,750 shares 1,750 $563K 0.08% 0 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,882 shares; 2024Q4: 8,958 shares; 2025Q1: 8,967 shares; 2025Q2: 8,967 shares; 2025Q3: 5,515 shares; 2025Q4: 5,767 shares 5,767 $560K 0.08% +252 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,330 shares; 2024Q4: 5,485 shares; 2025Q1: 5,485 shares; 2025Q2: 5,485 shares; 2025Q3: 5,593 shares; 2025Q4: 4,733 shares 4,733 $557K 0.08% -860 Timeline FIP FTAI INFRASTRUCTURE INC More: the full row for FTAI INFRASTRUCTURE 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: 119,888 shares; 2025Q4: 119,888 shares 119,888 $553K 0.08% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 550 shares; 2024Q4: 522 shares; 2025Q1: 613 shares; 2025Q2: 927 shares; 2025Q3: 603 shares; 2025Q4: 830 shares 830 $550K 0.07% +227 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: 22,151 shares; 2024Q4: 17,840 shares; 2025Q1: 17,751 shares; 2025Q2: 19,105 shares; 2025Q3: 15,630 shares; 2025Q4: 14,737 shares 14,737 $544K 0.07% -893 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: 4,172 shares; 2024Q4: 4,180 shares; 2025Q1: 4,350 shares; 2025Q2: 3,317 shares; 2025Q3: 3,312 shares; 2025Q4: 3,307 shares 3,307 $539K 0.07% -5 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,331 shares 5,331 $529K 0.07% new Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,623 shares; 2025Q1: 5,946 shares; 2025Q2: 5,593 shares; 2025Q3: 4,181 shares; 2025Q4: 3,079 shares 3,079 $527K 0.07% -1,102 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: 6,157 shares; 2024Q4: 6,914 shares; 2025Q1: 6,824 shares; 2025Q2: 7,015 shares; 2025Q3: 4,859 shares; 2025Q4: 2,582 shares 2,582 $504K 0.07% -2,277 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,248 shares; 2024Q4: 4,248 shares; 2025Q1: 4,248 shares; 2025Q2: 3,843 shares; 2025Q3: 3,843 shares; 2025Q4: 3,843 shares 3,843 $496K 0.07% 0 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,121 shares; 2024Q4: 1,139 shares; 2025Q1: 1,240 shares; 2025Q2: 1,201 shares; 2025Q3: 1,185 shares; 2025Q4: 1,115 shares 1,115 $496K 0.07% -70 Timeline SIBN SI BONE INC More: the full row for SI BONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,107 shares; 2024Q4: 25,107 shares; 2025Q1: 25,107 shares; 2025Q2: 25,107 shares; 2025Q3: 25,107 shares; 2025Q4: 25,107 shares 25,107 $495K 0.07% 0 Timeline FALN 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: 18,957 shares; 2024Q4: 18,957 shares; 2025Q1: 18,957 shares; 2025Q2: 18,957 shares; 2025Q3: 17,757 shares; 2025Q4: 17,757 shares 17,757 $485K 0.07% 0 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,195 shares; 2024Q4: 2,186 shares; 2025Q1: 2,227 shares; 2025Q2: 2,232 shares; 2025Q3: 2,231 shares; 2025Q4: 2,352 shares 2,352 $481K 0.07% +121 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 627 shares; 2025Q4: 1,127 shares 1,127 $481K 0.07% +500 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 988 shares; 2024Q4: 987 shares; 2025Q1: 1,002 shares; 2025Q2: 1,001 shares; 2025Q3: 990 shares; 2025Q4: 940 shares 940 $480K 0.07% -50 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,589 shares; 2024Q4: 19,589 shares; 2025Q1: 19,807 shares; 2025Q2: 19,756 shares; 2025Q3: 19,777 shares; 2025Q4: 19,719 shares 19,719 $467K 0.06% -58 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: 7,500 shares; 2024Q4: 7,500 shares; 2025Q1: 7,500 shares; 2025Q2: 7,500 shares; 2025Q3: 7,500 shares; 2025Q4: 7,500 shares 7,500 $466K 0.06% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,767 shares; 2024Q4: 1,765 shares; 2025Q1: 1,754 shares; 2025Q2: 2,019 shares; 2025Q3: 1,103 shares; 2025Q4: 1,477 shares 1,477 $461K 0.06% +374 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: 7,969 shares; 2024Q4: 7,971 shares; 2025Q1: 7,742 shares; 2025Q2: 7,744 shares; 2025Q3: 7,777 shares; 2025Q4: 7,918 shares 7,918 $457K 0.06% +141 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,825 shares; 2024Q4: 7,829 shares; 2025Q1: 7,620 shares; 2025Q2: 8,086 shares; 2025Q3: 8,732 shares; 2025Q4: 7,757 shares 7,757 $454K 0.06% -975 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: 344 shares; 2024Q4: 87 shares; 2025Q1: 189 shares; 2025Q2: 184 shares; 2025Q3: 172 shares; 2025Q4: 373 shares 373 $453K 0.06% +201 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: 2,319 shares; 2024Q4: 2,323 shares; 2025Q1: 2,368 shares; 2025Q2: 2,365 shares; 2025Q3: 2,351 shares; 2025Q4: 2,412 shares 2,412 $446K 0.06% +61 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,929 shares; 2024Q4: 3,032 shares; 2025Q1: 3,185 shares; 2025Q2: 3,011 shares; 2025Q3: 3,605 shares; 2025Q4: 2,971 shares 2,971 $443K 0.06% -634 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,779 shares; 2024Q4: 6,779 shares; 2025Q1: 6,779 shares; 2025Q2: 6,779 shares; 2025Q3: 6,779 shares; 2025Q4: 6,779 shares 6,779 $441K 0.06% 0 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,348 shares; 2024Q4: 4,522 shares; 2025Q1: 4,626 shares; 2025Q2: 3,446 shares; 2025Q3: 3,555 shares; 2025Q4: 3,455 shares 3,455 $440K 0.06% -100 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: 982 shares; 2024Q4: 1,499 shares; 2025Q1: 2,013 shares; 2025Q2: 1,953 shares; 2025Q3: 1,589 shares; 2025Q4: 4,649 shares 4,649 $435K 0.06% +3,060 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: 6,425 shares; 2024Q4: 6,425 shares; 2025Q1: 6,425 shares; 2025Q2: 7,125 shares; 2025Q3: 7,175 shares; 2025Q4: 5,325 shares 5,325 $432K 0.06% -1,850 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 733 shares; 2024Q4: 732 shares; 2025Q1: 853 shares; 2025Q2: 863 shares; 2025Q3: 841 shares; 2025Q4: 827 shares 827 $432K 0.06% -14 Timeline ALMU AELUMA INC More: the full row for AELUMA 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: 24,967 shares; 2025Q3: 24,967 shares; 2025Q4: 24,967 shares 24,967 $429K 0.06% 0 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: 1,913 shares; 2024Q4: 1,912 shares; 2025Q1: 1,926 shares; 2025Q2: 1,925 shares; 2025Q3: 1,935 shares; 2025Q4: 1,968 shares 1,968 $427K 0.06% +33 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: 3,546 shares; 2024Q4: 3,576 shares; 2025Q1: 9,024 shares; 2025Q2: 8,941 shares; 2025Q3: 1,883 shares; 2025Q4: 2,374 shares 2,374 $422K 0.06% +491 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,200 shares; 2024Q4: 3,200 shares; 2025Q1: 3,200 shares; 2025Q2: 3,200 shares; 2025Q3: 3,200 shares; 2025Q4: 3,200 shares 3,200 $416K 0.06% 0 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: 3,303 shares; 2024Q4: 3,303 shares; 2025Q1: 3,303 shares; 2025Q2: 3,303 shares; 2025Q3: 3,303 shares; 2025Q4: 3,300 shares 3,300 $416K 0.06% -3 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,600 shares; 2024Q4: 1,580 shares; 2025Q1: 2,347 shares; 2025Q2: 2,540 shares; 2025Q3: 2,340 shares; 2025Q4: 1,886 shares 1,886 $415K 0.06% -454 Timeline FWONA LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,197 shares; 2024Q4: 5,197 shares; 2025Q1: 5,197 shares; 2025Q2: 5,200 shares; 2025Q3: 5,199 shares; 2025Q4: 4,624 shares 4,624 $413K 0.06% -575 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,105 shares; 2024Q4: 3,203 shares; 2025Q1: 3,275 shares; 2025Q2: 1,779 shares; 2025Q3: 1,977 shares; 2025Q4: 1,864 shares 1,864 $405K 0.06% -113 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,286 shares; 2024Q4: 4,286 shares; 2025Q1: 4,286 shares; 2025Q2: 4,286 shares; 2025Q3: 4,286 shares; 2025Q4: 4,286 shares 4,286 $402K 0.05% 0 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,036 shares; 2024Q4: 1,047 shares; 2025Q1: 1,043 shares; 2025Q2: 1,075 shares; 2025Q3: 1,054 shares; 2025Q4: 2,233 shares 2,233 $402K 0.05% +1,179 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,832 shares; 2025Q3: 919 shares; 2025Q4: 1,552 shares 1,552 $399K 0.05% +633 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: 13,930 shares; 2024Q4: 14,077 shares; 2025Q1: 13,883 shares; 2025Q2: 14,082 shares; 2025Q3: 8,715 shares; 2025Q4: 7,378 shares 7,378 $394K 0.05% -1,337 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,396 shares; 2024Q4: 5,624 shares; 2025Q1: 5,644 shares; 2025Q2: 5,824 shares; 2025Q3: 4,786 shares; 2025Q4: 4,081 shares 4,081 $392K 0.05% -705 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,868 shares; 2024Q4: 5,868 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $387K 0.05% 0 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,093 shares; 2024Q4: 5,107 shares; 2025Q1: 5,105 shares; 2025Q2: 5,120 shares; 2025Q3: 5,086 shares; 2025Q4: 5,634 shares 5,634 $384K 0.05% +548 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,058 shares; 2024Q4: 1,058 shares; 2025Q1: 1,063 shares; 2025Q2: 1,063 shares; 2025Q3: 1,063 shares; 2025Q4: 2,321 shares 2,321 $379K 0.05% +1,258 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,605 shares; 2024Q4: 5,605 shares; 2025Q1: 5,688 shares; 2025Q2: 5,689 shares; 2025Q3: 5,650 shares; 2025Q4: 6,031 shares 6,031 $377K 0.05% +381 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: 4,253 shares; 2024Q4: 4,457 shares; 2025Q1: 4,836 shares; 2025Q2: 4,638 shares; 2025Q3: 4,665 shares; 2025Q4: 4,733 shares 4,733 $376K 0.05% +68 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: 8,039 shares; 2024Q4: 8,039 shares; 2025Q1: 8,039 shares; 2025Q2: 8,039 shares; 2025Q3: 7,589 shares; 2025Q4: 6,857 shares 6,857 $376K 0.05% -732 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,633 shares; 2024Q4: 1,628 shares; 2025Q1: 1,639 shares; 2025Q2: 1,639 shares; 2025Q3: 1,016 shares; 2025Q4: 978 shares 978 $375K 0.05% -38 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: 890 shares; 2024Q4: 339 shares; 2025Q1: 414 shares; 2025Q2: 444 shares; 2025Q3: 433 shares; 2025Q4: 455 shares 455 $373K 0.05% +22 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: 1,373 shares; 2024Q4: 1,373 shares; 2025Q1: 1,550 shares; 2025Q2: 1,581 shares; 2025Q3: 1,536 shares; 2025Q4: 1,690 shares 1,690 $371K 0.05% +154 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,693 shares; 2024Q4: 1,693 shares; 2025Q1: 1,693 shares; 2025Q2: 1,693 shares; 2025Q3: 1,693 shares; 2025Q4: 1,693 shares 1,693 $359K 0.05% 0 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,700 shares; 2024Q4: 5,700 shares; 2025Q1: 5,700 shares; 2025Q2: 5,700 shares; 2025Q3: 5,700 shares; 2025Q4: 5,700 shares 5,700 $359K 0.05% 0 Timeline ZG ZILLOW GROUP INC More: the full row for ZILLOW GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,208 shares 5,208 $355K 0.05% new 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: 2,109 shares; 2024Q4: 2,118 shares; 2025Q1: 2,786 shares; 2025Q2: 2,936 shares; 2025Q3: 1,735 shares; 2025Q4: 1,417 shares 1,417 $350K 0.05% -318 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: 8,318 shares; 2024Q4: 8,183 shares; 2025Q1: 8,417 shares; 2025Q2: 4,546 shares; 2025Q3: 3,109 shares; 2025Q4: 2,636 shares 2,636 $350K 0.05% -473 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,050 shares; 2024Q4: 9,050 shares; 2025Q1: 9,050 shares; 2025Q2: 9,050 shares; 2025Q3: 9,050 shares; 2025Q4: 9,069 shares 9,069 $350K 0.05% +19 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: 7,840 shares; 2024Q4: 8,035 shares; 2025Q1: 8,361 shares; 2025Q2: 8,353 shares; 2025Q3: 8,297 shares; 2025Q4: 6,467 shares 6,467 $348K 0.05% -1,830 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,310 shares; 2024Q4: 1,310 shares; 2025Q1: 1,498 shares; 2025Q2: 1,352 shares; 2025Q3: 1,345 shares; 2025Q4: 1,272 shares 1,272 $347K 0.05% -73 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: 1,980 shares; 2024Q4: 2,184 shares; 2025Q1: 2,186 shares; 2025Q2: 2,185 shares; 2025Q3: 2,151 shares; 2025Q4: 1,482 shares 1,482 $337K 0.05% -669 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,331 shares; 2025Q1: 3,265 shares; 2025Q2: 3,554 shares; 2025Q3: 3,439 shares; 2025Q4: 2,556 shares 2,556 $335K 0.05% -883 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: 3,696 shares; 2024Q4: 3,697 shares; 2025Q1: 3,560 shares; 2025Q2: 3,448 shares; 2025Q3: 2,555 shares; 2025Q4: 2,105 shares 2,105 $324K 0.04% -450 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,158 shares; 2024Q4: 1,817 shares; 2025Q1: 1,817 shares; 2025Q2: 1,838 shares; 2025Q3: 1,838 shares; 2025Q4: 4,092 shares 4,092 $322K 0.04% +2,254 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: 15,679 shares; 2024Q4: 16,233 shares; 2025Q1: 15,795 shares; 2025Q2: 16,943 shares; 2025Q3: 12,906 shares; 2025Q4: 7,894 shares 7,894 $322K 0.04% -5,012 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: 1,679 shares; 2024Q4: 1,667 shares; 2025Q1: 1,754 shares; 2025Q2: 1,808 shares; 2025Q3: 1,734 shares; 2025Q4: 1,828 shares 1,828 $321K 0.04% +94 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,127 shares; 2024Q4: 1,135 shares; 2025Q1: 1,146 shares; 2025Q2: 1,119 shares; 2025Q3: 1,131 shares; 2025Q4: 1,143 shares 1,143 $314K 0.04% +12 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: 753 shares; 2024Q4: 731 shares; 2025Q1: 816 shares; 2025Q2: 816 shares; 2025Q3: 789 shares; 2025Q4: 881 shares 881 $309K 0.04% +92 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,051 shares; 2024Q4: 1,047 shares; 2025Q1: 1,126 shares; 2025Q2: 1,146 shares; 2025Q3: 767 shares; 2025Q4: 627 shares 627 $303K 0.04% -140 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: 2,391 shares; 2024Q4: 2,775 shares; 2025Q1: 2,803 shares; 2025Q2: 2,440 shares; 2025Q3: 1,179 shares; 2025Q4: 1,851 shares 1,851 $300K 0.04% +672 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: 1,490 shares; 2024Q4: 1,465 shares; 2025Q1: 1,544 shares; 2025Q2: 1,547 shares; 2025Q3: 873 shares; 2025Q4: 1,026 shares 1,026 $298K 0.04% +153 Timeline JPIE 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: 6,200 shares; 2024Q4: 6,200 shares; 2025Q1: 6,200 shares; 2025Q2: 6,200 shares; 2025Q3: 6,200 shares; 2025Q4: 6,200 shares 6,200 $287K 0.04% 0 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,387 shares; 2024Q4: 2,387 shares; 2025Q1: 2,385 shares; 2025Q2: 2,385 shares; 2025Q3: 2,385 shares; 2025Q4: 2,427 shares 2,427 $285K 0.04% +42 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: 9,175 shares; 2024Q4: 9,143 shares; 2025Q1: 9,211 shares; 2025Q2: 9,611 shares; 2025Q3: 6,371 shares; 2025Q4: 2,178 shares 2,178 $284K 0.04% -4,193 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 818 shares; 2024Q4: 817 shares; 2025Q1: 921 shares; 2025Q2: 922 shares; 2025Q3: 495 shares; 2025Q4: 553 shares 553 $283K 0.04% +58 Timeline IJT 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: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $282K 0.04% 0 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $269K 0.04% 0 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,244 shares 1,244 $266K 0.04% new Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 389 shares; 2024Q4: 391 shares; 2025Q1: 306 shares; 2025Q2: 307 shares; 2025Q3: 309 shares; 2025Q4: 700 shares 700 $266K 0.04% +391 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: 10,127 shares; 2024Q4: 10,127 shares; 2025Q1: 10,294 shares; 2025Q2: 10,289 shares; 2025Q3: 10,042 shares; 2025Q4: 10,697 shares 10,697 $266K 0.04% +655 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: 415 shares; 2024Q4: 415 shares; 2025Q1: 415 shares; 2025Q2: 438 shares; 2025Q3: 447 shares; 2025Q4: 1,910 shares 1,910 $263K 0.04% +1,463 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: 545 shares; 2024Q4: 545 shares; 2025Q1: 492 shares; 2025Q2: 391 shares; 2025Q3: 188 shares; 2025Q4: 1,710 shares 1,710 $262K 0.04% +1,522 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: 2,664 shares; 2024Q4: 2,694 shares; 2025Q1: 2,475 shares; 2025Q2: 2,562 shares; 2025Q3: 1,189 shares; 2025Q4: 1,076 shares 1,076 $261K 0.04% -113 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,846 shares; 2024Q4: 1,844 shares; 2025Q1: 1,842 shares; 2025Q2: 1,842 shares; 2025Q3: 1,861 shares; 2025Q4: 1,660 shares 1,660 $260K 0.04% -201 Timeline VRSN VERISIGN INC More: the full row for VERISIGN 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: 1,115 shares; 2025Q4: 1,063 shares 1,063 $258K 0.04% -52 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,447 shares; 2025Q3: 3,447 shares; 2025Q4: 3,978 shares 3,978 $258K 0.04% +531 Timeline GPIQ 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: 4,100 shares; 2025Q2: 4,157 shares; 2025Q3: 4,214 shares; 2025Q4: 4,836 shares 4,836 $256K 0.03% +622 Timeline IHE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares 3,000 $254K 0.03% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,491 shares; 2024Q4: 3,413 shares; 2025Q1: 3,605 shares; 2025Q2: 3,564 shares; 2025Q3: 1,346 shares; 2025Q4: 1,429 shares 1,429 $254K 0.03% +83 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,515 shares 2,515 $252K 0.03% new Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,711 shares; 2024Q4: 5,451 shares; 2025Q1: 5,450 shares; 2025Q2: 5,548 shares; 2025Q3: 7,185 shares; 2025Q4: 4,914 shares 4,914 $250K 0.03% -2,271 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 92 shares; 2025Q4: 2,715 shares 2,715 $250K 0.03% +2,623 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: 11,731 shares; 2024Q4: 11,739 shares; 2025Q1: 12,148 shares; 2025Q2: 11,595 shares; 2025Q3: 11,206 shares; 2025Q4: 11,967 shares 11,967 $247K 0.03% +761 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,871 shares; 2024Q4: 3,006 shares; 2025Q1: 3,572 shares; 2025Q2: 3,649 shares; 2025Q3: 3,640 shares; 2025Q4: 5,276 shares 5,276 $247K 0.03% +1,636 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,571 shares; 2025Q4: 5,550 shares 5,550 $246K 0.03% +3,979 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,140 shares; 2024Q4: 1,290 shares; 2025Q1: 1,330 shares; 2025Q2: 1,431 shares; 2025Q3: 911 shares; 2025Q4: 930 shares 930 $246K 0.03% +19 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,866 shares; 2024Q4: 4,967 shares; 2025Q1: 1,872 shares; 2025Q2: 1,766 shares; 2025Q3: 1,903 shares; 2025Q4: 3,301 shares 3,301 $243K 0.03% +1,398 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: 3,671 shares; 2024Q4: 3,246 shares; 2025Q1: 1,151 shares; 2025Q2: 1,151 shares; 2025Q3: 1,151 shares; 2025Q4: 1,151 shares 1,151 $241K 0.03% 0 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,163 shares; 2024Q4: 1,294 shares; 2025Q1: 1,206 shares; 2025Q2: 1,206 shares; 2025Q3: 1,305 shares; 2025Q4: 2,000 shares 2,000 $239K 0.03% +695 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 718 shares; 2024Q4: 619 shares; 2025Q1: 543 shares; 2025Q2: 543 shares; 2025Q3: 543 shares; 2025Q4: 1,145 shares 1,145 $236K 0.03% +602 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: 1,726 shares; 2024Q4: 2,753 shares; 2025Q1: 3,029 shares; 2025Q2: 3,324 shares; 2025Q3: 3,310 shares; 2025Q4: 2,364 shares 2,364 $236K 0.03% -946 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170 shares; 2024Q4: 170 shares; 2025Q1: 206 shares; 2025Q2: 190 shares; 2025Q3: 180 shares; 2025Q4: 287 shares 287 $232K 0.03% +107 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: 911 shares; 2024Q4: 911 shares; 2025Q1: 929 shares; 2025Q2: 979 shares; 2025Q3: 995 shares; 2025Q4: 1,135 shares 1,135 $230K 0.03% +140 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: 1,864 shares; 2024Q4: 1,865 shares; 2025Q1: 1,872 shares; 2025Q2: 1,928 shares; 2025Q3: 1,979 shares; 2025Q4: 2,086 shares 2,086 $228K 0.03% +107 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,360 shares; 2024Q4: 2,360 shares; 2025Q1: 2,360 shares; 2025Q2: 2,360 shares; 2025Q3: 2,360 shares; 2025Q4: 2,360 shares 2,360 $227K 0.03% 0 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,051 shares; 2024Q4: 1,051 shares; 2025Q1: 1,055 shares; 2025Q2: 1,055 shares; 2025Q3: 1,055 shares; 2025Q4: 2,555 shares 2,555 $227K 0.03% +1,500 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,963 shares; 2024Q4: 2,017 shares; 2025Q1: 2,078 shares; 2025Q2: 2,077 shares; 2025Q3: 1,887 shares; 2025Q4: 1,958 shares 1,958 $226K 0.03% +71 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 269,807 shares; 2024Q4: 269,843 shares; 2025Q1: 270,085 shares; 2025Q2: 98,889 shares; 2025Q3: 1,738 shares; 2025Q4: 2,204 shares 2,204 $226K 0.03% +466 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 783 shares; 2024Q4: 830 shares; 2025Q1: 857 shares; 2025Q2: 791 shares; 2025Q3: 869 shares; 2025Q4: 869 shares 869 $223K 0.03% 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: 1,649 shares; 2024Q4: 1,649 shares; 2025Q1: 1,669 shares; 2025Q2: 1,669 shares; 2025Q3: 1,658 shares; 2025Q4: 1,648 shares 1,648 $213K 0.03% -10 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: 828 shares; 2024Q4: 1,153 shares; 2025Q1: 1,301 shares; 2025Q2: 1,282 shares; 2025Q3: 972 shares; 2025Q4: 685 shares 685 $211K 0.03% -287 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: 1,836 shares; 2024Q4: 1,823 shares; 2025Q1: 2,200 shares; 2025Q2: 2,200 shares; 2025Q3: 2,129 shares; 2025Q4: 2,401 shares 2,401 $209K 0.03% +272 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,375 shares; 2024Q4: 2,414 shares; 2025Q1: 2,391 shares; 2025Q2: 1,535 shares; 2025Q3: 1,430 shares; 2025Q4: 1,652 shares 1,652 $208K 0.03% +222 Timeline EXLS EXLSERVICE HLDGS INC More: the full row for EXLSERVICE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,855 shares; 2024Q4: 4,855 shares; 2025Q1: 4,855 shares; 2025Q2: 4,855 shares; 2025Q3: 4,855 shares; 2025Q4: 4,855 shares 4,855 $206K 0.03% 0 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102 shares; 2024Q4: 103 shares; 2025Q1: 101 shares; 2025Q2: 98 shares; 2025Q3: 100 shares; 2025Q4: 146 shares 146 $204K 0.03% +46 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 378 shares; 2024Q4: 378 shares; 2025Q1: 689 shares; 2025Q2: 612 shares; 2025Q3: 612 shares; 2025Q4: 629 shares 629 $203K 0.03% +17 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: 689 shares; 2024Q4: 613 shares; 2025Q1: 657 shares; 2025Q2: 657 shares; 2025Q3: 625 shares; 2025Q4: 685 shares 685 $203K 0.03% +60 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,355 shares; 2024Q4: 3,895 shares; 2025Q1: 4,643 shares; 2025Q2: 4,643 shares; 2025Q3: 4,643 shares; 2025Q4: 8,659 shares 8,659 $202K 0.03% +4,016 Timeline KIE 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: 3,300 shares; 2024Q4: 3,300 shares; 2025Q1: 3,300 shares; 2025Q2: 3,300 shares; 2025Q3: 3,300 shares; 2025Q4: 3,300 shares 3,300 $198K 0.03% 0 Timeline IXJ 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: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $195K 0.03% 0 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: 1,084 shares; 2024Q4: 1,041 shares; 2025Q1: 1,312 shares; 2025Q2: 1,312 shares; 2025Q3: 1,271 shares; 2025Q4: 1,383 shares 1,383 $191K 0.03% +112 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING 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: 1,200 shares; 2025Q2: 1,300 shares; 2025Q3: 7,638 shares; 2025Q4: 8,558 shares 8,558 $190K 0.03% +920 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,505 shares; 2024Q4: 1,505 shares; 2025Q1: 1,615 shares; 2025Q2: 1,617 shares; 2025Q3: 234 shares; 2025Q4: 486 shares 486 $189K 0.03% +252 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C 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: 915 shares; 2025Q4: 2,528 shares 2,528 $186K 0.03% +1,613 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,425 shares; 2025Q4: 1,000 shares 1,000 $186K 0.03% -425 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,488 shares; 2024Q4: 2,488 shares; 2025Q1: 2,473 shares; 2025Q2: 2,360 shares; 2025Q3: 2,405 shares; 2025Q4: 2,298 shares 2,298 $185K 0.03% -107 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: 731 shares; 2024Q4: 700 shares; 2025Q1: 526 shares; 2025Q2: 506 shares; 2025Q3: 264 shares; 2025Q4: 405 shares 405 $184K 0.02% +141 Timeline ROBO 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: 2,600 shares; 2024Q4: 2,600 shares; 2025Q1: 2,600 shares; 2025Q2: 2,600 shares; 2025Q3: 2,600 shares; 2025Q4: 2,640 shares 2,640 $183K 0.02% +40 Timeline RSPT 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: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares 4,000 $182K 0.02% 0 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 714 shares; 2025Q4: 1,387 shares 1,387 $180K 0.02% +673 Timeline FXU FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,979 shares; 2024Q4: 3,979 shares; 2025Q1: 3,979 shares; 2025Q2: 3,979 shares; 2025Q3: 3,979 shares; 2025Q4: 3,979 shares 3,979 $179K 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: 1,004 shares; 2025Q3: 1,020 shares; 2025Q4: 1,020 shares 1,020 $178K 0.02% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,622 shares; 2024Q4: 8,825 shares; 2025Q1: 9,400 shares; 2025Q2: 5,276 shares; 2025Q3: 4,630 shares; 2025Q4: 5,933 shares 5,933 $177K 0.02% +1,303 Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS LTD 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: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares 300 $173K 0.02% 0 Timeline XBI 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: 1,618 shares; 2024Q4: 1,618 shares; 2025Q1: 1,618 shares; 2025Q2: 128 shares; 2025Q3: not reported; 2025Q4: 1,402 shares 1,402 $171K 0.02% new 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: 3,605 shares; 2024Q4: 3,610 shares; 2025Q1: 3,898 shares; 2025Q2: 3,869 shares; 2025Q3: 3,641 shares; 2025Q4: 3,417 shares 3,417 $168K 0.02% -224 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,782 shares; 2024Q4: 9,782 shares; 2025Q1: 9,592 shares; 2025Q2: 8,064 shares; 2025Q3: 6,205 shares; 2025Q4: 2,502 shares 2,502 $168K 0.02% -3,703 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,114 shares; 2024Q4: 1,087 shares; 2025Q1: 955 shares; 2025Q2: 1,190 shares; 2025Q3: 1,168 shares; 2025Q4: 2,480 shares 2,480 $167K 0.02% +1,312 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: 5,390 shares; 2024Q4: 5,169 shares; 2025Q1: 5,208 shares; 2025Q2: 4,854 shares; 2025Q3: 3,032 shares; 2025Q4: 3,145 shares 3,145 $166K 0.02% +113 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,664 shares 1,664 $166K 0.02% new 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: 419 shares; 2024Q4: 419 shares; 2025Q1: 439 shares; 2025Q2: 442 shares; 2025Q3: 432 shares; 2025Q4: 468 shares 468 $165K 0.02% +36 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: 3 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 48 shares; 2025Q4: 279 shares 279 $162K 0.02% +231 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 480 shares; 2025Q4: 585 shares 585 $161K 0.02% +105 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,508 shares; 2024Q4: 1,508 shares; 2025Q1: 1,717 shares; 2025Q2: 1,717 shares; 2025Q3: 1,663 shares; 2025Q4: 1,843 shares 1,843 $161K 0.02% +180 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: 3,013 shares; 2024Q4: 3,015 shares; 2025Q1: 3,120 shares; 2025Q2: 2,730 shares; 2025Q3: 2,277 shares; 2025Q4: 2,031 shares 2,031 $160K 0.02% -246 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 908 shares; 2024Q4: 886 shares; 2025Q1: 898 shares; 2025Q2: 874 shares; 2025Q3: 878 shares; 2025Q4: 904 shares 904 $159K 0.02% +26 Timeline IDGT 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: 1,700 shares; 2024Q4: 2,250 shares; 2025Q1: 2,250 shares; 2025Q2: 2,250 shares; 2025Q3: 1,850 shares; 2025Q4: 1,850 shares 1,850 $157K 0.02% 0 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP 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: 502 shares; 2025Q4: 1,289 shares 1,289 $157K 0.02% +787 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,100 shares; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares 1,100 $156K 0.02% 0 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: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 666 shares 666 $156K 0.02% +166 Timeline XHB 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: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares 1,500 $154K 0.02% 0 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,505 shares; 2024Q4: 2,505 shares; 2025Q1: 1,993 shares; 2025Q2: 1,993 shares; 2025Q3: 1,903 shares; 2025Q4: 1,903 shares 1,903 $152K 0.02% 0 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,397 shares; 2024Q4: 2,357 shares; 2025Q1: 2,364 shares; 2025Q2: 2,334 shares; 2025Q3: 2,351 shares; 2025Q4: 2,279 shares 2,279 $151K 0.02% -72 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,010 shares; 2024Q4: 1,010 shares; 2025Q1: 1,325 shares; 2025Q2: 992 shares; 2025Q3: 481 shares; 2025Q4: 231 shares 231 $151K 0.02% -250 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: 853 shares; 2024Q4: 1,706 shares; 2025Q1: 2,169 shares; 2025Q2: 2,240 shares; 2025Q3: 1,356 shares; 2025Q4: 817 shares 817 $150K 0.02% -539 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,640 shares; 2024Q4: 1,453 shares; 2025Q1: 1,785 shares; 2025Q2: 1,865 shares; 2025Q3: 1,865 shares; 2025Q4: 5,373 shares 5,373 $150K 0.02% +3,508 Timeline SOCL 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: 2,700 shares; 2024Q4: 2,700 shares; 2025Q1: 2,700 shares; 2025Q2: 2,700 shares; 2025Q3: 2,700 shares; 2025Q4: 2,700 shares 2,700 $149K 0.02% 0 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,352 shares; 2024Q4: 1,225 shares; 2025Q1: 1,270 shares; 2025Q2: 1,273 shares; 2025Q3: 1,375 shares; 2025Q4: 1,680 shares 1,680 $148K 0.02% +305 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,281 shares; 2024Q4: 1,281 shares; 2025Q1: 1,302 shares; 2025Q2: 1,404 shares; 2025Q3: 1,443 shares; 2025Q4: 949 shares 949 $147K 0.02% -494 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: 182 shares; 2024Q4: 139 shares; 2025Q1: 197 shares; 2025Q2: 209 shares; 2025Q3: 196 shares; 2025Q4: 465 shares 465 $145K 0.02% +269 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 218 shares; 2025Q4: 387 shares 387 $143K 0.02% +169 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,203 shares; 2024Q4: 3,203 shares; 2025Q1: 3,203 shares; 2025Q2: 3,203 shares; 2025Q3: 3,203 shares; 2025Q4: 3,203 shares 3,203 $143K 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: 1,113 shares; 2024Q4: 1,115 shares; 2025Q1: 1,038 shares; 2025Q2: 1,036 shares; 2025Q3: 379 shares; 2025Q4: 544 shares 544 $143K 0.02% +165 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: 989 shares; 2024Q4: 989 shares; 2025Q1: 991 shares; 2025Q2: 999 shares; 2025Q3: 330 shares; 2025Q4: 320 shares 320 $142K 0.02% -10 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: 1,166 shares; 2024Q4: 1,166 shares; 2025Q1: 1,166 shares; 2025Q2: 1,166 shares; 2025Q3: 1,166 shares; 2025Q4: 1,166 shares 1,166 $142K 0.02% 0 Timeline KXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,150 shares; 2024Q4: 2,150 shares; 2025Q1: 2,150 shares; 2025Q2: 2,150 shares; 2025Q3: 2,150 shares; 2025Q4: 2,150 shares 2,150 $139K 0.02% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 861 shares; 2025Q4: 1,087 shares 1,087 $139K 0.02% +226 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: 1,218 shares; 2024Q4: 1,218 shares; 2025Q1: 1,258 shares; 2025Q2: 1,263 shares; 2025Q3: 1,243 shares; 2025Q4: 1,666 shares 1,666 $137K 0.02% +423 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,266 shares; 2024Q4: 1,303 shares; 2025Q1: 1,302 shares; 2025Q2: 1,334 shares; 2025Q3: 1,293 shares; 2025Q4: 1,328 shares 1,328 $136K 0.02% +35 Timeline KNF KNIFE RIVER CORP More: the full row for KNIFE RIVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33 shares; 2024Q4: 33 shares; 2025Q1: 33 shares; 2025Q2: 33 shares; 2025Q3: 33 shares; 2025Q4: 1,933 shares 1,933 $136K 0.02% +1,900 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: 1,742 shares; 2024Q4: 1,660 shares; 2025Q1: 1,514 shares; 2025Q2: 1,512 shares; 2025Q3: 1,537 shares; 2025Q4: 1,556 shares 1,556 $136K 0.02% +19 Timeline BOTZ 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: 2,550 shares; 2024Q4: 2,550 shares; 2025Q1: 2,550 shares; 2025Q2: 2,550 shares; 2025Q3: 2,550 shares; 2025Q4: 3,700 shares 3,700 $134K 0.02% +1,150 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED 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: 1,840 shares 1,840 $131K 0.02% new 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: 2,503 shares; 2024Q4: 2,503 shares; 2025Q1: 2,503 shares; 2025Q2: 2,027 shares; 2025Q3: 126 shares; 2025Q4: 195 shares 195 $131K 0.02% +69 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138 shares; 2024Q4: 115 shares; 2025Q1: 243 shares; 2025Q2: 248 shares; 2025Q3: 229 shares; 2025Q4: 280 shares 280 $131K 0.02% +51 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,776 shares; 2024Q4: 5,713 shares; 2025Q1: 5,780 shares; 2025Q2: 5,807 shares; 2025Q3: 3,722 shares; 2025Q4: 1,327 shares 1,327 $130K 0.02% -2,395 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: 1,158 shares; 2024Q4: 1,158 shares; 2025Q1: 1,170 shares; 2025Q2: 1,170 shares; 2025Q3: 1,170 shares; 2025Q4: 900 shares 900 $127K 0.02% -270 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 506 shares; 2024Q4: 717 shares; 2025Q1: 745 shares; 2025Q2: 533 shares; 2025Q3: 521 shares; 2025Q4: 527 shares 527 $127K 0.02% +6 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: 2,041 shares; 2024Q4: 2,050 shares; 2025Q1: 2,018 shares; 2025Q2: 1,866 shares; 2025Q3: 1,470 shares; 2025Q4: 1,450 shares 1,450 $127K 0.02% -20 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,742 shares 1,742 $127K 0.02% new 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: not reported; 2024Q4: 1,755 shares; 2025Q1: 1,763 shares; 2025Q2: 1,760 shares; 2025Q3: 472 shares; 2025Q4: 600 shares 600 $125K 0.02% +128 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,346 shares; 2024Q4: 1,345 shares; 2025Q1: 1,344 shares; 2025Q2: 1,352 shares; 2025Q3: 1,311 shares; 2025Q4: 3,343 shares 3,343 $124K 0.02% +2,032 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,263 shares; 2024Q4: 1,005 shares; 2025Q1: 1,005 shares; 2025Q2: 1,005 shares; 2025Q3: 1,005 shares; 2025Q4: 2,152 shares 2,152 $122K 0.02% +1,147 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 101 shares; 2025Q4: 288 shares 288 $122K 0.02% +187 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33 shares; 2024Q4: 32 shares; 2025Q1: 33 shares; 2025Q2: 29 shares; 2025Q3: 27 shares; 2025Q4: 507 shares 507 $121K 0.02% +480 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 735 shares; 2024Q4: 735 shares; 2025Q1: 735 shares; 2025Q2: 735 shares; 2025Q3: 735 shares; 2025Q4: 921 shares 921 $121K 0.02% +186 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: 85 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 860 shares 860 $121K 0.02% new 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: 26,800 shares; 2024Q4: 26,800 shares; 2025Q1: 26,800 shares; 2025Q2: 39,980 shares; 2025Q3: 39,930 shares; 2025Q4: 8,830 shares 8,830 $120K 0.02% -31,100 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: 244 shares; 2024Q4: 394 shares; 2025Q1: 494 shares; 2025Q2: 649 shares; 2025Q3: 832 shares; 2025Q4: 392 shares 392 $119K 0.02% -440 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,270 shares; 2024Q4: 10,668 shares; 2025Q1: 20,037 shares; 2025Q2: 19,186 shares; 2025Q3: 19,209 shares; 2025Q4: 3,099 shares 3,099 $119K 0.02% -16,110 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED 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: 1,190 shares 1,190 $117K 0.02% new Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 764 shares; 2024Q4: 700 shares; 2025Q1: 652 shares; 2025Q2: 652 shares; 2025Q3: 652 shares; 2025Q4: 1,256 shares 1,256 $114K 0.02% +604 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: 317 shares; 2024Q4: 317 shares; 2025Q1: 322 shares; 2025Q2: 322 shares; 2025Q3: 320 shares; 2025Q4: 384 shares 384 $113K 0.02% +64 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,106 shares; 2024Q4: 2,106 shares; 2025Q1: 2,536 shares; 2025Q2: 2,536 shares; 2025Q3: 271 shares; 2025Q4: 1,021 shares 1,021 $113K 0.02% +750 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: 10,216 shares; 2024Q4: 9,794 shares; 2025Q1: 8,233 shares; 2025Q2: 2,238 shares; 2025Q3: 1,663 shares; 2025Q4: 1,491 shares 1,491 $112K 0.02% -172 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 429 shares; 2025Q4: 1,862 shares 1,862 $112K 0.02% +1,433 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,401 shares; 2024Q4: 1,417 shares; 2025Q1: 1,443 shares; 2025Q2: 1,421 shares; 2025Q3: 1,419 shares; 2025Q4: 1,335 shares 1,335 $111K 0.02% -84 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38 shares; 2024Q4: 38 shares; 2025Q1: 47 shares; 2025Q2: 92 shares; 2025Q3: 96 shares; 2025Q4: 144 shares 144 $110K 0.02% +48 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,415 shares; 2024Q4: 3,419 shares; 2025Q1: 3,586 shares; 2025Q2: 3,656 shares; 2025Q3: 3,509 shares; 2025Q4: 1,887 shares 1,887 $110K 0.01% -1,622 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 648 shares; 2024Q4: 624 shares; 2025Q1: 777 shares; 2025Q2: 892 shares; 2025Q3: 902 shares; 2025Q4: 630 shares 630 $110K 0.01% -272 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,596 shares; 2024Q4: 35,170 shares; 2025Q1: 35,622 shares; 2025Q2: 1,852 shares; 2025Q3: 1,400 shares; 2025Q4: 1,400 shares 1,400 $109K 0.01% 0 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: 1,367 shares; 2024Q4: 1,386 shares; 2025Q1: 1,401 shares; 2025Q2: 1,382 shares; 2025Q3: 1,399 shares; 2025Q4: 1,076 shares 1,076 $109K 0.01% -323 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED 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: 708 shares 708 $108K 0.01% new Timeline ITA 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: 270 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 300 shares; 2025Q4: 500 shares 500 $107K 0.01% +200 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 419 shares; 2024Q4: 419 shares; 2025Q1: 832 shares; 2025Q2: 832 shares; 2025Q3: 832 shares; 2025Q4: 832 shares 832 $106K 0.01% 0 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: 2,740 shares; 2024Q4: 2,729 shares; 2025Q1: 2,751 shares; 2025Q2: 2,396 shares; 2025Q3: 584 shares; 2025Q4: 314 shares 314 $106K 0.01% -270 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: 161 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,120 shares 1,120 $106K 0.01% new 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: 1,800 shares; 2024Q4: 1,800 shares; 2025Q1: 1,800 shares; 2025Q2: 1,800 shares; 2025Q3: 800 shares; 2025Q4: 875 shares 875 $105K 0.01% +75 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: 813 shares; 2024Q4: 884 shares; 2025Q1: 1,217 shares; 2025Q2: 1,187 shares; 2025Q3: 1,074 shares; 2025Q4: 877 shares 877 $105K 0.01% -197 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: 468 shares; 2024Q4: 454 shares; 2025Q1: 571 shares; 2025Q2: 571 shares; 2025Q3: 523 shares; 2025Q4: 563 shares 563 $104K 0.01% +40 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,089 shares; 2024Q4: 5,070 shares; 2025Q1: 4,724 shares; 2025Q2: 4,483 shares; 2025Q3: 2,304 shares; 2025Q4: 1,413 shares 1,413 $104K 0.01% -891 Timeline CUZ COUSINS PPTYS INC More: the full row for COUSINS PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 399 shares; 2024Q4: 399 shares; 2025Q1: 2,712 shares; 2025Q2: 496 shares; 2025Q3: 496 shares; 2025Q4: 4,043 shares 4,043 $104K 0.01% +3,547 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: 15 shares; 2024Q4: 24 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 669 shares; 2025Q4: 970 shares 970 $103K 0.01% +301 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: 775 shares; 2024Q4: 775 shares; 2025Q1: 6,760 shares; 2025Q2: 6,738 shares; 2025Q3: 6,728 shares; 2025Q4: 1,037 shares 1,037 $103K 0.01% -5,691 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,550 shares; 2024Q4: 1,550 shares; 2025Q1: 1,590 shares; 2025Q2: 1,590 shares; 2025Q3: 1,590 shares; 2025Q4: 1,810 shares 1,810 $103K 0.01% +220 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: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 12 shares; 2025Q4: 449 shares 449 $103K 0.01% +437 Timeline GGME 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: 1,700 shares; 2024Q4: 1,700 shares; 2025Q1: 1,700 shares; 2025Q2: 1,700 shares; 2025Q3: 1,700 shares; 2025Q4: 1,700 shares 1,700 $101K 0.01% 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: 12,429 shares; 2024Q4: 12,483 shares; 2025Q1: 10,730 shares; 2025Q2: 9,147 shares; 2025Q3: 8,472 shares; 2025Q4: 738 shares 738 $101K 0.01% -7,734 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 4 shares; 2025Q1: 10 shares; 2025Q2: 9 shares; 2025Q3: 135 shares; 2025Q4: 616 shares 616 $99.6K 0.01% +481 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: 580 shares; 2024Q4: 320 shares; 2025Q1: 306 shares; 2025Q2: 304 shares; 2025Q3: 380 shares; 2025Q4: 1,213 shares 1,213 $97.1K 0.01% +833 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,350 shares; 2024Q4: 1,350 shares; 2025Q1: 1,350 shares; 2025Q2: 1,350 shares; 2025Q3: 1,350 shares; 2025Q4: 1,200 shares 1,200 $96.6K 0.01% -150 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: 310 shares; 2024Q4: 389 shares; 2025Q1: 446 shares; 2025Q2: 531 shares; 2025Q3: 549 shares; 2025Q4: 444 shares 444 $96.4K 0.01% -105 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 1,010 shares; 2025Q1: 900 shares; 2025Q2: 565 shares; 2025Q3: 1,465 shares; 2025Q4: 1,298 shares 1,298 $95.4K 0.01% -167 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: 132 shares; 2024Q4: 180 shares; 2025Q1: 311 shares; 2025Q2: 356 shares; 2025Q3: 360 shares; 2025Q4: 167 shares 167 $95.2K 0.01% -193 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,400 shares; 2024Q4: 19,400 shares; 2025Q1: 19,400 shares; 2025Q2: 19,400 shares; 2025Q3: not reported; 2025Q4: 1,011 shares 1,011 $95.2K 0.01% new 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: 994 shares; 2024Q4: 994 shares; 2025Q1: 994 shares; 2025Q2: 994 shares; 2025Q3: 994 shares; 2025Q4: 523 shares 523 $94.8K 0.01% -471 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,279 shares 2,279 $94.3K 0.01% new Timeline AMZA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,375 shares; 2025Q4: 2,375 shares 2,375 $93.8K 0.01% 0 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: 2,370 shares; 2024Q4: 12,309 shares; 2025Q1: 10,764 shares; 2025Q2: 11,066 shares; 2025Q3: 3,454 shares; 2025Q4: 3,646 shares 3,646 $93.3K 0.01% +192 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: 1,356 shares; 2024Q4: 1,427 shares; 2025Q1: 1,605 shares; 2025Q2: 1,534 shares; 2025Q3: 1,001 shares; 2025Q4: 931 shares 931 $93K 0.01% -70 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 324 shares; 2024Q4: 291 shares; 2025Q1: 448 shares; 2025Q2: 437 shares; 2025Q3: 452 shares; 2025Q4: 569 shares 569 $92.6K 0.01% +117 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: 321 shares; 2024Q4: 305 shares; 2025Q1: 323 shares; 2025Q2: 358 shares; 2025Q3: 258 shares; 2025Q4: 569 shares 569 $92.5K 0.01% +311 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 895 shares; 2024Q4: 894 shares; 2025Q1: 957 shares; 2025Q2: 965 shares; 2025Q3: 937 shares; 2025Q4: 1,125 shares 1,125 $92.2K 0.01% +188 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9 shares; 2024Q4: 1,313 shares; 2025Q1: 2,598 shares; 2025Q2: 2,598 shares; 2025Q3: 2,606 shares; 2025Q4: 2,593 shares 2,593 $92.1K 0.01% -13 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: 1,407 shares; 2024Q4: 1,403 shares; 2025Q1: 1,203 shares; 2025Q2: 1,024 shares; 2025Q3: 1,016 shares; 2025Q4: 1,125 shares 1,125 $90.8K 0.01% +109 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15 shares; 2024Q4: 151 shares; 2025Q1: 167 shares; 2025Q2: 175 shares; 2025Q3: 233 shares; 2025Q4: 406 shares 406 $90.4K 0.01% +173 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: 1,507 shares; 2024Q4: 1,507 shares; 2025Q1: 1,507 shares; 2025Q2: 2,798 shares; 2025Q3: 2,798 shares; 2025Q4: 300 shares 300 $90.3K 0.01% -2,498 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16 shares; 2024Q4: 91 shares; 2025Q1: 88 shares; 2025Q2: 27 shares; 2025Q3: 18 shares; 2025Q4: 395 shares 395 $88.4K 0.01% +377 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 287 shares; 2024Q4: 286 shares; 2025Q1: 203 shares; 2025Q2: 244 shares; 2025Q3: 254 shares; 2025Q4: 337 shares 337 $88K 0.01% +83 Timeline JBGS JBG SMITH PPTYS More: the full row for JBG SMITH PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130 shares; 2024Q4: 130 shares; 2025Q1: not reported; 2025Q2: 5,534 shares; 2025Q3: 5,115 shares; 2025Q4: 5,160 shares 5,160 $87.8K 0.01% +45 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 900 shares; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 900 shares 900 $87.5K 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: 1,162 shares; 2024Q4: 1,160 shares; 2025Q1: 1,854 shares; 2025Q2: 1,854 shares; 2025Q3: 395 shares; 2025Q4: 334 shares 334 $86.4K 0.01% -61 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: 233 shares; 2024Q4: 202 shares; 2025Q1: 202 shares; 2025Q2: 174 shares; 2025Q3: 191 shares; 2025Q4: 420 shares 420 $86.1K 0.01% +229 Timeline RUN SUNRUN INC More: the full row for SUNRUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,810 shares; 2024Q4: 4,043 shares; 2025Q1: 4,192 shares; 2025Q2: 4,626 shares; 2025Q3: 4,626 shares; 2025Q4: 4,626 shares 4,626 $85.1K 0.01% 0 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: 26,442 shares; 2024Q4: 26,442 shares; 2025Q1: 26,442 shares; 2025Q2: 9,101 shares; 2025Q3: 400 shares; 2025Q4: 400 shares 400 $84.7K 0.01% 0 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: 575 shares; 2024Q4: 575 shares; 2025Q1: 575 shares; 2025Q2: 575 shares; 2025Q3: 775 shares; 2025Q4: 575 shares 575 $84.3K 0.01% -200 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 40 shares; 2025Q1: 42 shares; 2025Q2: 41 shares; 2025Q3: 3 shares; 2025Q4: 397 shares 397 $82.5K 0.01% +394 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: not reported; 2025Q2: not reported; 2025Q3: 964 shares; 2025Q4: 1,450 shares 1,450 $82.4K 0.01% +486 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: 15,870 shares; 2024Q4: 15,738 shares; 2025Q1: 15,807 shares; 2025Q2: 16,078 shares; 2025Q3: 6,805 shares; 2025Q4: 2,269 shares 2,269 $82.3K 0.01% -4,536 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: 2,827 shares; 2024Q4: 2,886 shares; 2025Q1: 2,672 shares; 2025Q2: 2,673 shares; 2025Q3: 1,722 shares; 2025Q4: 793 shares 793 $81.5K 0.01% -929 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: 1,471 shares; 2024Q4: 1,471 shares; 2025Q1: 1,230 shares; 2025Q2: 1,236 shares; 2025Q3: 1,196 shares; 2025Q4: 1,389 shares 1,389 $81.1K 0.01% +193 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,333 shares; 2025Q4: 1,403 shares 1,403 $80.7K 0.01% +70 Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,407 shares; 2025Q1: 1,399 shares; 2025Q2: 1,423 shares; 2025Q3: 1,494 shares; 2025Q4: 2,720 shares 2,720 $80.2K 0.01% +1,226 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: 2,644 shares; 2024Q4: 2,642 shares; 2025Q1: 2,924 shares; 2025Q2: 941 shares; 2025Q3: 772 shares; 2025Q4: 1,088 shares 1,088 $80K 0.01% +316 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 527 shares; 2024Q4: 527 shares; 2025Q1: 1,030 shares; 2025Q2: 3,507 shares; 2025Q3: 968 shares; 2025Q4: 1,027 shares 1,027 $79.6K 0.01% +59 Timeline XRNPX COHEN & STEERS REIT & PFD & More: the full row for COHEN & STEERS REIT & PFD & 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: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares 4,000 $79.4K 0.01% 0 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,298 shares; 2024Q4: 1,298 shares; 2025Q1: 1,304 shares; 2025Q2: 1,295 shares; 2025Q3: 1,243 shares; 2025Q4: 1,249 shares 1,249 $78.7K 0.01% +6 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 207 shares; 2024Q4: 210 shares; 2025Q1: 203 shares; 2025Q2: 197 shares; 2025Q3: 199 shares; 2025Q4: 285 shares 285 $78.5K 0.01% +86 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 914 shares; 2024Q4: 914 shares; 2025Q1: 1,021 shares; 2025Q2: 1,474 shares; 2025Q3: 1,589 shares; 2025Q4: 1,288 shares 1,288 $77.3K 0.01% -301 Timeline CMA COMERICA INC More: the full row for COMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 471 shares; 2024Q4: 471 shares; 2025Q1: 601 shares; 2025Q2: 663 shares; 2025Q3: 595 shares; 2025Q4: 885 shares 885 $76.9K 0.01% +290 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: 74 shares; 2024Q4: 74 shares; 2025Q1: 81 shares; 2025Q2: 84 shares; 2025Q3: 80 shares; 2025Q4: 561 shares 561 $76.6K 0.01% +481 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: 138 shares; 2024Q4: 138 shares; 2025Q1: 156 shares; 2025Q2: 154 shares; 2025Q3: 148 shares; 2025Q4: 236 shares 236 $76.5K 0.01% +88 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: 206 shares; 2024Q4: 200 shares; 2025Q1: 242 shares; 2025Q2: 132 shares; 2025Q3: 105 shares; 2025Q4: 113 shares 113 $76.4K 0.01% +8 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 254 shares; 2024Q4: 254 shares; 2025Q1: 254 shares; 2025Q2: 253 shares; 2025Q3: 253 shares; 2025Q4: 254 shares 254 $76.4K 0.01% +1 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: 788 shares; 2024Q4: 809 shares; 2025Q1: 837 shares; 2025Q2: 788 shares; 2025Q3: 797 shares; 2025Q4: 850 shares 850 $76.4K 0.01% +53 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 528 shares; 2024Q4: 552 shares; 2025Q1: 516 shares; 2025Q2: 513 shares; 2025Q3: 504 shares; 2025Q4: 1,086 shares 1,086 $75.9K 0.01% +582 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: 858 shares; 2024Q4: 859 shares; 2025Q1: 1,278 shares; 2025Q2: 1,160 shares; 2025Q3: 958 shares; 2025Q4: 1,478 shares 1,478 $75.1K 0.01% +520 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,938 shares; 2024Q4: 3,341 shares; 2025Q1: 3,341 shares; 2025Q2: 3,744 shares; 2025Q3: 1,297 shares; 2025Q4: 10,243 shares 10,243 $75K 0.01% +8,946 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: 174 shares; 2024Q4: 163 shares; 2025Q1: 163 shares; 2025Q2: 183 shares; 2025Q3: 183 shares; 2025Q4: 1,650 shares 1,650 $74.7K 0.01% +1,467 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: 355 shares; 2024Q4: 281 shares; 2025Q1: 323 shares; 2025Q2: 340 shares; 2025Q3: 237 shares; 2025Q4: 156 shares 156 $73.3K 0.01% -81 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 352 shares; 2024Q4: 70 shares; 2025Q1: 70 shares; 2025Q2: 214 shares; 2025Q3: 214 shares; 2025Q4: 3,752 shares 3,752 $72.5K 0.01% +3,538 Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,031 shares; 2024Q4: 2,192 shares; 2025Q1: 2,238 shares; 2025Q2: 2,427 shares; 2025Q3: 2,429 shares; 2025Q4: 4,649 shares 4,649 $72.5K 0.01% +2,220 Timeline P EVERPURE INC More: the full row for EVERPURE 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: 2,064 shares; 2025Q4: 1,070 shares 1,070 $71.7K 0.01% -994 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,366 shares; 2024Q4: 1,366 shares; 2025Q1: 1,370 shares; 2025Q2: 1,370 shares; 2025Q3: 1,396 shares; 2025Q4: 1,534 shares 1,534 $71.6K 0.01% +138 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,794 shares; 2024Q4: 1,794 shares; 2025Q1: 1,776 shares; 2025Q2: 1,789 shares; 2025Q3: 1,716 shares; 2025Q4: 2,637 shares 2,637 $71.5K 0.01% +921 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50 shares; 2025Q4: 420 shares 420 $71.2K 0.01% +370 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 511 shares; 2024Q4: 411 shares; 2025Q1: 448 shares; 2025Q2: 438 shares; 2025Q3: 454 shares; 2025Q4: 540 shares 540 $70.3K 0.01% +86 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 700 shares 700 $69.2K 0.01% new 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: 811 shares; 2024Q4: 811 shares; 2025Q1: 73 shares; 2025Q2: 68 shares; 2025Q3: 83 shares; 2025Q4: 476 shares 476 $68.6K 0.01% +393 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: 2,346 shares; 2024Q4: 1,639 shares; 2025Q1: 6,911 shares; 2025Q2: 5,319 shares; 2025Q3: 5,268 shares; 2025Q4: 5,205 shares 5,205 $68.3K 0.01% -63 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31 shares; 2024Q4: 45 shares; 2025Q1: 50 shares; 2025Q2: 77 shares; 2025Q3: 73 shares; 2025Q4: 349 shares 349 $67.8K 0.01% +276 Timeline XSORX SOURCE CAPITAL More: the full row for SOURCE CAPITAL 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: 1,480 shares 1,480 $67.7K 0.01% new Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,365 shares; 2024Q4: 32,365 shares; 2025Q1: 26,558 shares; 2025Q2: 1,313 shares; 2025Q3: 1,318 shares; 2025Q4: 702 shares 702 $67.4K 0.01% -616 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 430 shares; 2025Q4: 430 shares 430 $65.9K 0.01% 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: 1,235 shares; 2024Q4: 1,400 shares; 2025Q1: 1,505 shares; 2025Q2: 1,646 shares; 2025Q3: 1,102 shares; 2025Q4: 1,191 shares 1,191 $65.8K 0.01% +89 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 643 shares; 2024Q4: 651 shares; 2025Q1: 744 shares; 2025Q2: 742 shares; 2025Q3: 736 shares; 2025Q4: 621 shares 621 $65.5K 0.01% -115 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,347 shares; 2024Q4: 3,347 shares; 2025Q1: 588 shares; 2025Q2: 588 shares; 2025Q3: 588 shares; 2025Q4: 588 shares 588 $65.2K 0.01% 0 Timeline IONQ IONQ INC More: the full row for IONQ 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: 1,450 shares 1,450 $65.1K 0.01% new Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 32 shares 32 $64.5K 0.01% +27 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: 3,197 shares; 2024Q4: 3,197 shares; 2025Q1: 3,773 shares; 2025Q2: 3,273 shares; 2025Q3: 818 shares; 2025Q4: 789 shares 789 $64.2K 0.01% -29 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149 shares; 2024Q4: 149 shares; 2025Q1: 235 shares; 2025Q2: 235 shares; 2025Q3: 47 shares; 2025Q4: 48 shares 48 $63.8K 0.01% +1 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 727 shares; 2024Q4: 727 shares; 2025Q1: 707 shares; 2025Q2: 698 shares; 2025Q3: 698 shares; 2025Q4: 718 shares 718 $63.7K 0.01% +20 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,887 shares; 2024Q4: 1,886 shares; 2025Q1: 1,886 shares; 2025Q2: 1,886 shares; 2025Q3: 1,789 shares; 2025Q4: 219 shares 219 $62.9K 0.01% -1,570 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 641 shares; 2024Q4: 641 shares; 2025Q1: 516 shares; 2025Q2: 642 shares; 2025Q3: 719 shares; 2025Q4: 709 shares 709 $62.6K 0.01% -10 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY 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: 1,008 shares; 2025Q4: 1,370 shares 1,370 $62.4K 0.01% +362 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: 1,438 shares; 2024Q4: 728 shares; 2025Q1: 688 shares; 2025Q2: 664 shares; 2025Q3: 285 shares; 2025Q4: 415 shares 415 $62.4K 0.01% +130 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,419 shares; 2024Q4: 1,607 shares; 2025Q1: 1,594 shares; 2025Q2: 2,042 shares; 2025Q3: 2,042 shares; 2025Q4: 3,546 shares 3,546 $62.1K 0.01% +1,504 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,314 shares 1,314 $61.9K 0.01% new Timeline TCBK TRICO BANCSHARES More: the full row for TRICO BANCSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,300 shares; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: 1,300 shares 1,300 $61.6K 0.01% 0 Timeline PSL 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: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares 600 $60.3K 0.01% 0 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 598 shares; 2024Q4: 470 shares; 2025Q1: 470 shares; 2025Q2: 350 shares; 2025Q3: 320 shares; 2025Q4: 1,243 shares 1,243 $60.2K 0.01% +923 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,667 shares; 2024Q4: 3,667 shares; 2025Q1: 3,416 shares; 2025Q2: 3,605 shares; 2025Q3: 3,540 shares; 2025Q4: 3,397 shares 3,397 $60.2K 0.01% -143 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145 shares; 2024Q4: 145 shares; 2025Q1: 184 shares; 2025Q2: 183 shares; 2025Q3: 171 shares; 2025Q4: 211 shares 211 $60.2K 0.01% +40 Timeline XRT 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: 700 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares 700 $59.7K 0.01% 0 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $59.7K 0.01% 0 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 151 shares; 2025Q1: 152 shares; 2025Q2: 152 shares; 2025Q3: 152 shares; 2025Q4: 175 shares 175 $59.5K 0.01% +23 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: 2,308 shares; 2024Q4: 2,321 shares; 2025Q1: 2,047 shares; 2025Q2: 2,040 shares; 2025Q3: 579 shares; 2025Q4: 755 shares 755 $59.5K 0.01% +176 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 946 shares; 2024Q4: 599 shares; 2025Q1: 659 shares; 2025Q2: 871 shares; 2025Q3: 308 shares; 2025Q4: 97 shares 97 $59.3K 0.01% -211 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,307 shares; 2024Q4: 2,355 shares; 2025Q1: 2,397 shares; 2025Q2: 2,196 shares; 2025Q3: 2,194 shares; 2025Q4: 2,531 shares 2,531 $59.2K 0.01% +337 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 801 shares; 2024Q4: 801 shares; 2025Q1: 702 shares; 2025Q2: 702 shares; 2025Q3: 702 shares; 2025Q4: 702 shares 702 $59.1K 0.01% 0 Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 672 shares; 2024Q4: 678 shares; 2025Q1: 681 shares; 2025Q2: 681 shares; 2025Q3: 681 shares; 2025Q4: 703 shares 703 $59.1K 0.01% +22 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: 230 shares; 2024Q4: 230 shares; 2025Q1: 222 shares; 2025Q2: 192 shares; 2025Q3: 227 shares; 2025Q4: 669 shares 669 $58.6K 0.01% +442 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,089 shares; 2024Q4: 1,864 shares; 2025Q1: 2,016 shares; 2025Q2: 1,994 shares; 2025Q3: 586 shares; 2025Q4: 209 shares 209 $58.3K 0.01% -377 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 644 shares; 2024Q4: 644 shares; 2025Q1: 779 shares; 2025Q2: 820 shares; 2025Q3: 706 shares; 2025Q4: 516 shares 516 $58.2K 0.01% -190 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 758 shares; 2024Q4: 758 shares; 2025Q1: 929 shares; 2025Q2: 6 shares; 2025Q3: 5 shares; 2025Q4: 171 shares 171 $57.5K 0.01% +166 Timeline BBH 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: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares 300 $56.8K 0.01% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 605 shares; 2024Q4: 605 shares; 2025Q1: 604 shares; 2025Q2: 574 shares; 2025Q3: 95 shares; 2025Q4: 196 shares 196 $56.6K 0.01% +101 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 20 shares; 2025Q2: 21 shares; 2025Q3: 515 shares; 2025Q4: 413 shares 413 $56.3K 0.01% -102 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,312 shares; 2024Q4: 1,220 shares; 2025Q1: 858 shares; 2025Q2: 852 shares; 2025Q3: 132 shares; 2025Q4: 194 shares 194 $56K 0.01% +62 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,850 shares; 2024Q4: 4,858 shares; 2025Q1: 4,785 shares; 2025Q2: 5,034 shares; 2025Q3: 4,669 shares; 2025Q4: 4,462 shares 4,462 $55.6K 0.01% -207 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: 80 shares; 2024Q4: 91 shares; 2025Q1: 162 shares; 2025Q2: 153 shares; 2025Q3: 134 shares; 2025Q4: 365 shares 365 $55.2K 0.01% +231 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: 3,328 shares; 2024Q4: 3,328 shares; 2025Q1: 3,328 shares; 2025Q2: 3,328 shares; 2025Q3: 3,328 shares; 2025Q4: 3,328 shares 3,328 $54.9K 0.01% 0 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: 1,521 shares; 2024Q4: 1,867 shares; 2025Q1: 2,612 shares; 2025Q2: 2,262 shares; 2025Q3: 731 shares; 2025Q4: 339 shares 339 $54.7K 0.01% -392 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,052 shares; 2024Q4: 1,080 shares; 2025Q1: 1,939 shares; 2025Q2: 2,164 shares; 2025Q3: 2,214 shares; 2025Q4: 1,254 shares 1,254 $54.7K 0.01% -960 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 794 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 690 shares; 2025Q3: 690 shares; 2025Q4: 681 shares 681 $54K 0.01% -9 Timeline WDS WOODSIDE ENERGY GROUP LTD More: the full row for WOODSIDE ENERGY GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,331 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 136 shares; 2025Q3: 127 shares; 2025Q4: 3,450 shares 3,450 $53.8K 0.01% +3,323 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,472 shares; 2024Q4: 2,498 shares; 2025Q1: 146 shares; 2025Q2: 649 shares; 2025Q3: 712 shares; 2025Q4: 512 shares 512 $53.1K 0.01% -200 Timeline PIO 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: not reported; 2025Q2: not reported; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares 1,200 $53K 0.01% 0 Timeline WH WYNDHAM HOTELS & RESORTS INC More: the full row for WYNDHAM HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 619 shares; 2024Q4: 619 shares; 2025Q1: 619 shares; 2025Q2: 769 shares; 2025Q3: 769 shares; 2025Q4: 700 shares 700 $52.9K 0.01% -69 Timeline IGV 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: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares 500 $52.8K 0.01% 0 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: 355 shares; 2024Q4: 372 shares; 2025Q1: 503 shares; 2025Q2: 468 shares; 2025Q3: 284 shares; 2025Q4: 405 shares 405 $52.3K 0.01% +121 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 743 shares; 2024Q4: 843 shares; 2025Q1: 996 shares; 2025Q2: 905 shares; 2025Q3: 900 shares; 2025Q4: 656 shares 656 $52.1K 0.01% -244 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 772 shares; 2024Q4: 1,072 shares; 2025Q1: 1,072 shares; 2025Q2: 754 shares; 2025Q3: 762 shares; 2025Q4: 770 shares 770 $51.9K 0.01% +8 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 397 shares; 2024Q4: 856 shares; 2025Q1: 726 shares; 2025Q2: 798 shares; 2025Q3: 704 shares; 2025Q4: 559 shares 559 $51.7K 0.01% -145 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81 shares; 2024Q4: 161 shares; 2025Q1: 267 shares; 2025Q2: 262 shares; 2025Q3: 211 shares; 2025Q4: 661 shares 661 $50.7K 0.01% +450 Timeline WOOD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 700 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares 700 $50.4K 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: 1,061 shares; 2024Q4: 1,463 shares; 2025Q1: 1,499 shares; 2025Q2: 842 shares; 2025Q3: 1,958 shares; 2025Q4: 1,083 shares 1,083 $50.4K 0.01% -875 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76 shares; 2024Q4: 76 shares; 2025Q1: 276 shares; 2025Q2: 76 shares; 2025Q3: 374 shares; 2025Q4: 813 shares 813 $50.2K 0.01% +439 Timeline BMI BADGER METER INC More: the full row for BADGER METER 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: 72 shares; 2025Q4: 287 shares 287 $50.1K 0.01% +215 Timeline NWPX NWPX INFRASTRUCTURE INC More: the full row for NWPX INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,710 shares; 2024Q4: 10,710 shares; 2025Q1: 10,710 shares; 2025Q2: 10,710 shares; 2025Q3: 10,710 shares; 2025Q4: 800 shares 800 $50K 0.01% -9,910 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,720 shares 1,720 $49.6K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 518 shares; 2025Q4: 1,053 shares 1,053 $49.3K 0.01% +535 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,729 shares; 2024Q4: 1,710 shares; 2025Q1: 2,220 shares; 2025Q2: 2,152 shares; 2025Q3: 1,880 shares; 2025Q4: 1,868 shares 1,868 $49.1K 0.01% -12 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL 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: 782 shares 782 $48.8K 0.01% new 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: 628 shares; 2024Q4: 628 shares; 2025Q1: 1,699 shares; 2025Q2: 1,914 shares; 2025Q3: 1,699 shares; 2025Q4: 1,761 shares 1,761 $48.4K 0.01% +62 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 507 shares; 2024Q4: 453 shares; 2025Q1: 603 shares; 2025Q2: 510 shares; 2025Q3: 548 shares; 2025Q4: 312 shares 312 $48.3K 0.01% -236 Timeline