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: 79,514 shares; 2024Q4: 72,865 shares; 2025Q1: 69,707 shares; 2025Q2: 59,077 shares; 2025Q3: 56,736 shares; 2025Q4: 57,663 shares 57,663 $39.5M 4.78% +927 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 283,819 shares; 2024Q4: 326,998 shares; 2025Q1: 340,497 shares; 2025Q2: 308,154 shares; 2025Q3: 319,979 shares; 2025Q4: 324,040 shares 324,040 $26M 3.15% +4,061 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: 89,338 shares; 2024Q4: 89,126 shares; 2025Q1: 86,526 shares; 2025Q2: 86,589 shares; 2025Q3: 87,384 shares; 2025Q4: 87,656 shares 87,656 $23.8M 2.88% +272 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: 43,050 shares; 2024Q4: 42,793 shares; 2025Q1: 42,493 shares; 2025Q2: 42,343 shares; 2025Q3: 44,555 shares; 2025Q4: 44,004 shares 44,004 $21.3M 2.58% -551 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,844 shares; 2024Q4: 82,468 shares; 2025Q1: 92,217 shares; 2025Q2: 114,901 shares; 2025Q3: 104,623 shares; 2025Q4: 82,994 shares 82,994 $16.5M 2% -21,629 Timeline W WAYFAIR INC More: the full row for WAYFAIR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,499 shares; 2024Q4: 162,461 shares; 2025Q1: 162,498 shares; 2025Q2: 162,497 shares; 2025Q3: 162,526 shares; 2025Q4: 162,669 shares 162,669 $16.3M 1.98% +143 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: 113,666 shares; 2024Q4: 113,923 shares; 2025Q1: 117,079 shares; 2025Q2: 112,181 shares; 2025Q3: 117,528 shares; 2025Q4: 119,499 shares 119,499 $14.7M 1.78% +1,971 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,106 shares; 2024Q4: 258,139 shares; 2025Q1: 276,133 shares; 2025Q2: 409,831 shares; 2025Q3: 472,256 shares; 2025Q4: 523,314 shares 523,314 $14.4M 1.74% +51,058 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,531 shares; 2024Q4: 159,632 shares; 2025Q1: 165,070 shares; 2025Q2: 180,820 shares; 2025Q3: 223,642 shares; 2025Q4: 230,375 shares 230,375 $14M 1.7% +6,733 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: 28,237 shares; 2024Q4: 30,338 shares; 2025Q1: 38,430 shares; 2025Q2: 45,273 shares; 2025Q3: 47,750 shares; 2025Q4: 63,334 shares 63,334 $13.4M 1.63% +15,584 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: 38,627 shares; 2024Q4: 39,234 shares; 2025Q1: 40,533 shares; 2025Q2: 38,703 shares; 2025Q3: 38,577 shares; 2025Q4: 42,630 shares 42,630 $13.3M 1.62% +4,053 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,264 shares; 2024Q4: 22,205 shares; 2025Q1: 22,185 shares; 2025Q2: 19,871 shares; 2025Q3: 19,261 shares; 2025Q4: 19,205 shares 19,205 $13.1M 1.59% -56 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: 64,210 shares; 2024Q4: 63,850 shares; 2025Q1: 65,748 shares; 2025Q2: 67,128 shares; 2025Q3: 67,118 shares; 2025Q4: 66,347 shares 66,347 $12.4M 1.5% -771 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,797 shares; 2024Q4: 100,678 shares; 2025Q1: 108,557 shares; 2025Q2: 179,461 shares; 2025Q3: 232,426 shares; 2025Q4: 239,423 shares 239,423 $12M 1.46% +6,997 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,840 shares; 2024Q4: 28,333 shares; 2025Q1: 31,146 shares; 2025Q2: 33,717 shares; 2025Q3: 34,259 shares; 2025Q4: 34,310 shares 34,310 $10.8M 1.3% +51 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 179,063 shares; 2024Q4: 402,699 shares; 2025Q1: 420,508 shares; 2025Q2: 430,986 shares; 2025Q3: 453,715 shares; 2025Q4: 441,754 shares 441,754 $10.3M 1.25% -11,961 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: 20,665 shares; 2024Q4: 20,560 shares; 2025Q1: 20,600 shares; 2025Q2: 20,777 shares; 2025Q3: 20,057 shares; 2025Q4: 20,249 shares 20,249 $10.2M 1.23% +192 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: 82,638 shares; 2024Q4: 82,538 shares; 2025Q1: 102,477 shares; 2025Q2: 159,498 shares; 2025Q3: 144,705 shares; 2025Q4: 145,892 shares 145,892 $9.81M 1.19% +1,187 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35,087 shares; 2025Q2: 67,088 shares; 2025Q3: 151,235 shares; 2025Q4: 157,993 shares 157,993 $9.37M 1.13% +6,758 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: 31,536 shares; 2024Q4: 33,045 shares; 2025Q1: 33,943 shares; 2025Q2: 34,261 shares; 2025Q3: 36,240 shares; 2025Q4: 37,499 shares 37,499 $8.66M 1.05% +1,259 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,592 shares; 2024Q4: 114,222 shares; 2025Q1: 107,431 shares; 2025Q2: 159,285 shares; 2025Q3: 128,667 shares; 2025Q4: 120,247 shares 120,247 $8.59M 1.04% -8,420 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 253,787 shares; 2024Q4: 214,676 shares; 2025Q1: 225,657 shares; 2025Q2: 198,537 shares; 2025Q3: 171,992 shares; 2025Q4: 179,727 shares 179,727 $8.36M 1.01% +7,735 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: 82,849 shares; 2024Q4: 82,963 shares; 2025Q1: 80,995 shares; 2025Q2: 80,023 shares; 2025Q3: 81,522 shares; 2025Q4: 86,872 shares 86,872 $7.77M 0.94% +5,350 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180,604 shares; 2024Q4: 178,667 shares; 2025Q1: 180,236 shares; 2025Q2: 120,496 shares; 2025Q3: 115,684 shares; 2025Q4: 112,632 shares 112,632 $7.43M 0.9% -3,052 Timeline KVYO KLAVIYO INC More: the full row for KLAVIYO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 684,948 shares; 2024Q4: 431,429 shares; 2025Q1: 431,429 shares; 2025Q2: 233,155 shares; 2025Q3: 233,155 shares; 2025Q4: 226,700 shares 226,700 $7.36M 0.89% -6,455 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: 25,476 shares; 2024Q4: 25,593 shares; 2025Q1: 22,347 shares; 2025Q2: 22,105 shares; 2025Q3: 22,824 shares; 2025Q4: 20,284 shares 20,284 $7.02M 0.85% -2,540 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: 78,484 shares; 2024Q4: 77,068 shares; 2025Q1: 78,081 shares; 2025Q2: 77,102 shares; 2025Q3: 74,999 shares; 2025Q4: 73,952 shares 73,952 $6.96M 0.84% -1,047 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: 55,145 shares; 2024Q4: 54,159 shares; 2025Q1: 53,678 shares; 2025Q2: 54,164 shares; 2025Q3: 52,869 shares; 2025Q4: 57,065 shares 57,065 $6.86M 0.83% +4,196 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: 75,855 shares; 2024Q4: 78,451 shares; 2025Q1: 74,749 shares; 2025Q2: 76,153 shares; 2025Q3: 81,432 shares; 2025Q4: 90,016 shares 90,016 $6.67M 0.81% +8,584 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: 39,035 shares; 2024Q4: 38,226 shares; 2025Q1: 38,238 shares; 2025Q2: 38,316 shares; 2025Q3: 37,257 shares; 2025Q4: 37,310 shares 37,310 $6.62M 0.8% +53 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 54,751 shares; 2025Q2: 109,684 shares; 2025Q3: 134,337 shares; 2025Q4: 140,462 shares 140,462 $6.49M 0.79% +6,125 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: 18,667 shares; 2024Q4: 19,077 shares; 2025Q1: 19,412 shares; 2025Q2: 19,342 shares; 2025Q3: 18,619 shares; 2025Q4: 19,242 shares 19,242 $6.45M 0.78% +623 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: 109,459 shares; 2024Q4: 103,475 shares; 2025Q1: 103,564 shares; 2025Q2: 99,218 shares; 2025Q3: 96,240 shares; 2025Q4: 100,270 shares 100,270 $6.26M 0.76% +4,030 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: 7,834 shares; 2024Q4: 8,399 shares; 2025Q1: 9,033 shares; 2025Q2: 9,295 shares; 2025Q3: 10,120 shares; 2025Q4: 9,903 shares 9,903 $6.21M 0.75% -217 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: 19,379 shares; 2024Q4: 19,198 shares; 2025Q1: 18,627 shares; 2025Q2: 17,916 shares; 2025Q3: 18,194 shares; 2025Q4: 17,746 shares 17,746 $5.72M 0.69% -448 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: 67,274 shares; 2024Q4: 75,440 shares; 2025Q1: 74,870 shares; 2025Q2: 79,019 shares; 2025Q3: 83,319 shares; 2025Q4: 95,839 shares 95,839 $5.53M 0.67% +12,520 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: 19,072 shares; 2024Q4: 18,948 shares; 2025Q1: 20,282 shares; 2025Q2: 17,179 shares; 2025Q3: 16,802 shares; 2025Q4: 15,850 shares 15,850 $5.44M 0.66% -952 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: 13,560 shares; 2024Q4: 15,269 shares; 2025Q1: 15,232 shares; 2025Q2: 14,997 shares; 2025Q3: 14,810 shares; 2025Q4: 13,653 shares 13,653 $5.41M 0.65% -1,157 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: 6,816 shares; 2024Q4: 6,920 shares; 2025Q1: 7,125 shares; 2025Q2: 7,147 shares; 2025Q3: 7,262 shares; 2025Q4: 7,867 shares 7,867 $5.19M 0.63% +605 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,410 shares; 2025Q2: 121,458 shares; 2025Q3: 126,067 shares; 2025Q4: 130,756 shares 130,756 $5.04M 0.61% +4,689 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,090 shares; 2024Q4: 43,869 shares; 2025Q1: 37,522 shares; 2025Q2: 43,206 shares; 2025Q3: 47,656 shares; 2025Q4: 51,514 shares 51,514 $4.91M 0.59% +3,858 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,655 shares; 2024Q4: 51,016 shares; 2025Q1: 62,489 shares; 2025Q2: 71,936 shares; 2025Q3: 77,576 shares; 2025Q4: 91,087 shares 91,087 $4.81M 0.58% +13,511 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: 15,398 shares; 2024Q4: 15,112 shares; 2025Q1: 15,277 shares; 2025Q2: 14,959 shares; 2025Q3: 16,018 shares; 2025Q4: 23,185 shares 23,185 $4.8M 0.58% +7,167 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,727 shares; 2024Q4: 70,216 shares; 2025Q1: 64,418 shares; 2025Q2: 51,310 shares; 2025Q3: 42,055 shares; 2025Q4: 44,298 shares 44,298 $4.74M 0.57% +2,243 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 57,262 shares; 2025Q3: 127,851 shares; 2025Q4: 140,578 shares 140,578 $4.68M 0.57% +12,727 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: 14,617 shares; 2024Q4: 14,588 shares; 2025Q1: 14,634 shares; 2025Q2: 14,585 shares; 2025Q3: 20,671 shares; 2025Q4: 20,791 shares 20,791 $4.57M 0.55% +120 Timeline MATV MATIV HOLDINGS INC More: the full row for MATIV HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 340,100 shares; 2024Q4: 340,100 shares; 2025Q1: 358,100 shares; 2025Q2: 377,821 shares; 2025Q3: 375,246 shares; 2025Q4: 375,246 shares 375,246 $4.56M 0.55% 0 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,340 shares; 2024Q4: 29,355 shares; 2025Q1: 29,888 shares; 2025Q2: 30,360 shares; 2025Q3: 30,870 shares; 2025Q4: 31,287 shares 31,287 $4.41M 0.53% +417 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: 15,994 shares; 2024Q4: 15,652 shares; 2025Q1: 15,735 shares; 2025Q2: 15,684 shares; 2025Q3: 19,098 shares; 2025Q4: 19,176 shares 19,176 $4.38M 0.53% +78 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,886 shares; 2025Q1: 19,349 shares; 2025Q2: 21,583 shares; 2025Q3: 21,438 shares; 2025Q4: 36,604 shares 36,604 $4.37M 0.53% +15,166 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: 26,748 shares; 2024Q4: 28,323 shares; 2025Q1: 25,615 shares; 2025Q2: 25,202 shares; 2025Q3: 24,489 shares; 2025Q4: 24,247 shares 24,247 $4.31M 0.52% -242 Timeline SUB 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: 45,956 shares; 2024Q4: 45,924 shares; 2025Q1: 44,282 shares; 2025Q2: 40,996 shares; 2025Q3: 39,943 shares; 2025Q4: 39,713 shares 39,713 $4.24M 0.51% -230 Timeline SPMD 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: 67,752 shares; 2025Q3: 77,405 shares; 2025Q4: 72,824 shares 72,824 $4.22M 0.51% -4,581 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: 9,693 shares; 2024Q4: 9,650 shares; 2025Q1: 9,517 shares; 2025Q2: 9,026 shares; 2025Q3: 8,720 shares; 2025Q4: 6,923 shares 6,923 $4.18M 0.51% -1,797 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,135 shares; 2024Q4: 3,177 shares; 2025Q1: 3,173 shares; 2025Q2: 3,328 shares; 2025Q3: 3,766 shares; 2025Q4: 3,765 shares 3,765 $4.05M 0.49% -1 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,546 shares; 2024Q4: 70,721 shares; 2025Q1: 74,658 shares; 2025Q2: 84,769 shares; 2025Q3: 83,866 shares; 2025Q4: 82,893 shares 82,893 $3.9M 0.47% -973 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: 11,714 shares; 2024Q4: 11,971 shares; 2025Q1: 12,098 shares; 2025Q2: 12,671 shares; 2025Q3: 11,375 shares; 2025Q4: 11,073 shares 11,073 $3.88M 0.47% -302 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,389 shares; 2025Q4: 50,144 shares 50,144 $3.86M 0.47% +23,755 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,524 shares; 2025Q1: 36,187 shares; 2025Q2: 29,732 shares; 2025Q3: 45,518 shares; 2025Q4: 44,418 shares 44,418 $3.79M 0.46% -1,100 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: 15,369 shares; 2024Q4: 15,044 shares; 2025Q1: 15,036 shares; 2025Q2: 14,805 shares; 2025Q3: 14,804 shares; 2025Q4: 15,356 shares 15,356 $3.78M 0.46% +552 Timeline RDVY 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: 17,642 shares; 2024Q4: 17,645 shares; 2025Q1: 17,648 shares; 2025Q2: 16,649 shares; 2025Q3: 53,073 shares; 2025Q4: 53,570 shares 53,570 $3.72M 0.45% +497 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: 5,131 shares; 2024Q4: 5,207 shares; 2025Q1: 5,122 shares; 2025Q2: 6,017 shares; 2025Q3: 6,088 shares; 2025Q4: 5,940 shares 5,940 $3.65M 0.44% -148 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: 17,296 shares; 2024Q4: 21,585 shares; 2025Q1: 21,517 shares; 2025Q2: 22,362 shares; 2025Q3: 24,205 shares; 2025Q4: 23,343 shares 23,343 $3.56M 0.43% -862 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: 14,545 shares; 2024Q4: 14,526 shares; 2025Q1: 14,449 shares; 2025Q2: 14,375 shares; 2025Q3: 16,830 shares; 2025Q4: 18,540 shares 18,540 $3.54M 0.43% +1,710 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: 12,280 shares; 2024Q4: 11,952 shares; 2025Q1: 12,043 shares; 2025Q2: 11,817 shares; 2025Q3: 11,884 shares; 2025Q4: 11,570 shares 11,570 $3.36M 0.41% -314 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,476 shares; 2024Q4: 53,002 shares; 2025Q1: 55,816 shares; 2025Q2: 56,484 shares; 2025Q3: 82,064 shares; 2025Q4: 91,019 shares 91,019 $3.24M 0.39% +8,955 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: 17,229 shares; 2024Q4: 16,759 shares; 2025Q1: 17,227 shares; 2025Q2: 17,102 shares; 2025Q3: 16,967 shares; 2025Q4: 16,489 shares 16,489 $3.22M 0.39% -478 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: 44,270 shares; 2024Q4: 44,429 shares; 2025Q1: 44,606 shares; 2025Q2: 44,714 shares; 2025Q3: 43,848 shares; 2025Q4: 43,700 shares 43,700 $3.21M 0.39% -148 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,982 shares; 2024Q4: 18,754 shares; 2025Q1: 20,137 shares; 2025Q2: 21,235 shares; 2025Q3: 21,321 shares; 2025Q4: 21,595 shares 21,595 $3.21M 0.39% +274 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: 24,826 shares; 2024Q4: 24,866 shares; 2025Q1: 25,029 shares; 2025Q2: 25,184 shares; 2025Q3: 25,217 shares; 2025Q4: 26,061 shares 26,061 $3.17M 0.38% +844 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: 3,964 shares; 2024Q4: 3,946 shares; 2025Q1: 3,918 shares; 2025Q2: 3,995 shares; 2025Q3: 5,360 shares; 2025Q4: 5,347 shares 5,347 $3.06M 0.37% -13 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 53,727 shares; 2025Q3: 59,376 shares; 2025Q4: 59,227 shares 59,227 $2.96M 0.36% -149 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: 36,391 shares; 2024Q4: 26,140 shares; 2025Q1: 26,192 shares; 2025Q2: 25,427 shares; 2025Q3: 24,180 shares; 2025Q4: 24,190 shares 24,190 $2.91M 0.35% +10 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: 56,013 shares; 2024Q4: 56,219 shares; 2025Q1: 56,259 shares; 2025Q2: 53,953 shares; 2025Q3: 55,908 shares; 2025Q4: 52,035 shares 52,035 $2.86M 0.35% -3,873 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: 4,649 shares; 2024Q4: 5,320 shares; 2025Q1: 5,729 shares; 2025Q2: 6,316 shares; 2025Q3: 6,370 shares; 2025Q4: 6,177 shares 6,177 $2.78M 0.34% -193 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: 4,314 shares; 2024Q4: 4,670 shares; 2025Q1: 4,926 shares; 2025Q2: 5,009 shares; 2025Q3: 5,128 shares; 2025Q4: 4,849 shares 4,849 $2.77M 0.34% -279 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: 5,444 shares; 2024Q4: 5,460 shares; 2025Q1: 6,891 shares; 2025Q2: 6,982 shares; 2025Q3: 6,722 shares; 2025Q4: 7,107 shares 7,107 $2.65M 0.32% +385 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: 469 shares; 2024Q4: 470 shares; 2025Q1: 471 shares; 2025Q2: 472 shares; 2025Q3: 476 shares; 2025Q4: 492 shares 492 $2.63M 0.32% +16 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: 24,618 shares; 2024Q4: 24,808 shares; 2025Q1: 26,264 shares; 2025Q2: 26,782 shares; 2025Q3: 12,902 shares; 2025Q4: 13,075 shares 13,075 $2.61M 0.32% +173 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: 17,253 shares; 2024Q4: 17,249 shares; 2025Q1: 17,327 shares; 2025Q2: 17,132 shares; 2025Q3: 19,526 shares; 2025Q4: 19,695 shares 19,695 $2.47M 0.3% +169 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: 16,748 shares; 2024Q4: 16,966 shares; 2025Q1: 17,010 shares; 2025Q2: 17,365 shares; 2025Q3: 17,076 shares; 2025Q4: 17,007 shares 17,007 $2.44M 0.3% -69 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,900 shares; 2024Q4: 2,996 shares; 2025Q1: 3,375 shares; 2025Q2: 3,467 shares; 2025Q3: 4,079 shares; 2025Q4: 4,948 shares 4,948 $2.41M 0.29% +869 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: 27,442 shares; 2024Q4: 29,717 shares; 2025Q1: 29,933 shares; 2025Q2: 29,674 shares; 2025Q3: 29,803 shares; 2025Q4: 30,903 shares 30,903 $2.33M 0.28% +1,100 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: 15,310 shares; 2024Q4: 15,361 shares; 2025Q1: 15,247 shares; 2025Q2: 14,947 shares; 2025Q3: 12,484 shares; 2025Q4: 12,690 shares 12,690 $2.33M 0.28% +206 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: 13,923 shares; 2024Q4: 14,105 shares; 2025Q1: 14,066 shares; 2025Q2: 13,520 shares; 2025Q3: 12,733 shares; 2025Q4: 14,421 shares 14,421 $2.31M 0.28% +1,688 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: 30,084 shares; 2024Q4: 29,067 shares; 2025Q1: 28,921 shares; 2025Q2: 28,283 shares; 2025Q3: 28,438 shares; 2025Q4: 28,852 shares 28,852 $2.22M 0.27% +414 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,709 shares; 2024Q4: 17,431 shares; 2025Q1: 15,161 shares; 2025Q2: 14,849 shares; 2025Q3: 14,855 shares; 2025Q4: 14,857 shares 14,857 $2.21M 0.27% +2 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,058 shares; 2024Q4: 35,858 shares; 2025Q1: 35,789 shares; 2025Q2: 35,294 shares; 2025Q3: 32,782 shares; 2025Q4: 32,206 shares 32,206 $2.16M 0.26% -576 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: 7,864 shares; 2024Q4: 7,864 shares; 2025Q1: 7,856 shares; 2025Q2: 7,880 shares; 2025Q3: 7,895 shares; 2025Q4: 7,899 shares 7,899 $2.16M 0.26% +4 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: 6,154 shares; 2024Q4: 7,223 shares; 2025Q1: 7,043 shares; 2025Q2: 7,257 shares; 2025Q3: 6,911 shares; 2025Q4: 7,114 shares 7,114 $2.11M 0.26% +203 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,936 shares; 2024Q4: 74,970 shares; 2025Q1: 46,742 shares; 2025Q2: 62,342 shares; 2025Q3: 56,447 shares; 2025Q4: 54,053 shares 54,053 $2.06M 0.25% -2,394 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: 5,053 shares; 2024Q4: 5,169 shares; 2025Q1: 5,152 shares; 2025Q2: 5,295 shares; 2025Q3: 5,530 shares; 2025Q4: 5,964 shares 5,964 $2.05M 0.25% +434 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: 15,609 shares; 2024Q4: 14,373 shares; 2025Q1: 15,054 shares; 2025Q2: 15,051 shares; 2025Q3: 14,423 shares; 2025Q4: 14,432 shares 14,432 $2.04M 0.25% +9 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: 25,122 shares; 2024Q4: 25,572 shares; 2025Q1: 21,000 shares; 2025Q2: 20,066 shares; 2025Q3: 19,279 shares; 2025Q4: 19,031 shares 19,031 $2M 0.24% -248 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,237 shares; 2025Q1: 1,274 shares; 2025Q2: 1,522 shares; 2025Q3: 1,301 shares; 2025Q4: 4,974 shares 4,974 $2M 0.24% +3,673 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,723 shares; 2024Q4: 15,723 shares; 2025Q1: 14,389 shares; 2025Q2: 14,177 shares; 2025Q3: 17,896 shares; 2025Q4: 19,766 shares 19,766 $1.98M 0.24% +1,870 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,686 shares; 2024Q4: 31,738 shares; 2025Q1: 34,067 shares; 2025Q2: 35,791 shares; 2025Q3: 34,917 shares; 2025Q4: 35,410 shares 35,410 $1.98M 0.24% +493 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: 23,726 shares; 2024Q4: 23,237 shares; 2025Q1: 23,135 shares; 2025Q2: 23,686 shares; 2025Q3: 24,504 shares; 2025Q4: 24,547 shares 24,547 $1.96M 0.24% +43 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,877 shares; 2025Q4: 6,870 shares 6,870 $1.9M 0.23% -7 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,949 shares; 2025Q4: 29,188 shares 29,188 $1.89M 0.23% +239 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: 21,559 shares; 2024Q4: 22,217 shares; 2025Q1: 22,644 shares; 2025Q2: 22,416 shares; 2025Q3: 22,730 shares; 2025Q4: 22,407 shares 22,407 $1.88M 0.23% -323 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: 17,389 shares; 2024Q4: 17,886 shares; 2025Q1: 20,498 shares; 2025Q2: 20,095 shares; 2025Q3: 22,357 shares; 2025Q4: 23,099 shares 23,099 $1.87M 0.23% +742 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: 22,750 shares; 2024Q4: 23,794 shares; 2025Q1: 23,777 shares; 2025Q2: 18,563 shares; 2025Q3: 18,563 shares; 2025Q4: 19,362 shares 19,362 $1.86M 0.23% +799 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,139 shares; 2024Q4: 31,475 shares; 2025Q1: 32,670 shares; 2025Q2: 31,834 shares; 2025Q3: 31,371 shares; 2025Q4: 30,355 shares 30,355 $1.74M 0.21% -1,016 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,312 shares; 2024Q4: 41,455 shares; 2025Q1: 44,852 shares; 2025Q2: 43,159 shares; 2025Q3: 43,982 shares; 2025Q4: 42,886 shares 42,886 $1.73M 0.21% -1,096 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: 1,637 shares; 2025Q1: 1,644 shares; 2025Q2: 1,629 shares; 2025Q3: 1,587 shares; 2025Q4: 1,589 shares 1,589 $1.7M 0.21% +2 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,914 shares; 2024Q4: 1,917 shares; 2025Q1: 1,910 shares; 2025Q2: 1,930 shares; 2025Q3: 1,933 shares; 2025Q4: 1,964 shares 1,964 $1.69M 0.21% +31 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: 2,587 shares; 2024Q4: 2,662 shares; 2025Q1: 2,543 shares; 2025Q2: 2,439 shares; 2025Q3: 2,557 shares; 2025Q4: 2,583 shares 2,583 $1.69M 0.2% +26 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,994 shares; 2024Q4: 3,011 shares; 2025Q1: 2,904 shares; 2025Q2: 2,813 shares; 2025Q3: 2,838 shares; 2025Q4: 2,823 shares 2,823 $1.64M 0.2% -15 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,869 shares; 2024Q4: 16,869 shares; 2025Q1: 16,598 shares; 2025Q2: 16,956 shares; 2025Q3: 15,676 shares; 2025Q4: 11,067 shares 11,067 $1.59M 0.19% -4,609 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,595 shares; 2024Q4: 33,555 shares; 2025Q1: 33,890 shares; 2025Q2: 37,090 shares; 2025Q3: 37,425 shares; 2025Q4: 38,105 shares 38,105 $1.58M 0.19% +680 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: 4,272 shares; 2024Q4: 4,433 shares; 2025Q1: 4,075 shares; 2025Q2: 5,259 shares; 2025Q3: 5,235 shares; 2025Q4: 4,776 shares 4,776 $1.58M 0.19% -459 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: 12,784 shares; 2024Q4: 13,271 shares; 2025Q1: 13,122 shares; 2025Q2: 11,024 shares; 2025Q3: 10,809 shares; 2025Q4: 10,924 shares 10,924 $1.57M 0.19% +115 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: 22,766 shares; 2024Q4: 23,991 shares; 2025Q1: 23,492 shares; 2025Q2: 25,145 shares; 2025Q3: 25,483 shares; 2025Q4: 22,392 shares 22,392 $1.57M 0.19% -3,091 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: 16,568 shares; 2024Q4: 15,991 shares; 2025Q1: 16,028 shares; 2025Q2: 16,261 shares; 2025Q3: 15,918 shares; 2025Q4: 17,843 shares 17,843 $1.56M 0.19% +1,925 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,674 shares; 2024Q4: 26,484 shares; 2025Q1: 26,842 shares; 2025Q2: 25,493 shares; 2025Q3: 24,779 shares; 2025Q4: 24,274 shares 24,274 $1.55M 0.19% -505 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,029 shares; 2024Q4: 2,031 shares; 2025Q1: 1,864 shares; 2025Q2: 1,849 shares; 2025Q3: 1,848 shares; 2025Q4: 1,728 shares 1,728 $1.52M 0.18% -120 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,444 shares; 2024Q4: 22,822 shares; 2025Q1: 23,427 shares; 2025Q2: 23,326 shares; 2025Q3: 22,232 shares; 2025Q4: 21,874 shares 21,874 $1.52M 0.18% -358 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: 14,540 shares; 2024Q4: 14,516 shares; 2025Q1: 14,539 shares; 2025Q2: 14,925 shares; 2025Q3: 11,649 shares; 2025Q4: 9,874 shares 9,874 $1.52M 0.18% -1,775 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: 4,553 shares; 2024Q4: 4,989 shares; 2025Q1: 5,051 shares; 2025Q2: 5,242 shares; 2025Q3: 5,461 shares; 2025Q4: 4,912 shares 4,912 $1.5M 0.18% -549 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC 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: 59,015 shares 59,015 $1.48M 0.18% new 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: 49,288 shares; 2024Q4: 45,698 shares; 2025Q1: 48,661 shares; 2025Q2: 51,072 shares; 2025Q3: 50,575 shares; 2025Q4: 58,820 shares 58,820 $1.46M 0.18% +8,245 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: 14,121 shares; 2024Q4: 16,705 shares; 2025Q1: 21,537 shares; 2025Q2: 22,900 shares; 2025Q3: 20,263 shares; 2025Q4: 20,017 shares 20,017 $1.43M 0.17% -246 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: 10,261 shares; 2024Q4: 9,981 shares; 2025Q1: 10,121 shares; 2025Q2: 10,143 shares; 2025Q3: 10,252 shares; 2025Q4: 10,370 shares 10,370 $1.43M 0.17% +118 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,802 shares; 2024Q4: 9,715 shares; 2025Q1: 8,808 shares; 2025Q2: 12,249 shares; 2025Q3: 14,452 shares; 2025Q4: 13,761 shares 13,761 $1.4M 0.17% -691 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,547 shares; 2024Q4: 7,510 shares; 2025Q1: 7,468 shares; 2025Q2: 7,173 shares; 2025Q3: 7,200 shares; 2025Q4: 7,135 shares 7,135 $1.39M 0.17% -65 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,320 shares 2,320 $1.35M 0.16% new 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: 25,185 shares; 2024Q4: 24,505 shares; 2025Q1: 23,696 shares; 2025Q2: 23,119 shares; 2025Q3: 20,114 shares; 2025Q4: 24,323 shares 24,323 $1.31M 0.16% +4,209 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,929 shares; 2024Q4: 18,929 shares; 2025Q1: 23,129 shares; 2025Q2: 34,707 shares; 2025Q3: 36,992 shares; 2025Q4: 53,106 shares 53,106 $1.29M 0.16% +16,114 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: 3,521 shares; 2024Q4: 3,612 shares; 2025Q1: 3,282 shares; 2025Q2: 3,464 shares; 2025Q3: 3,932 shares; 2025Q4: 4,192 shares 4,192 $1.27M 0.15% +260 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,982 shares; 2024Q4: 35,847 shares; 2025Q1: 37,804 shares; 2025Q2: 37,804 shares; 2025Q3: 35,619 shares; 2025Q4: 33,119 shares 33,119 $1.27M 0.15% -2,500 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,722 shares; 2024Q4: 8,351 shares; 2025Q1: 7,781 shares; 2025Q2: 8,075 shares; 2025Q3: 7,813 shares; 2025Q4: 7,823 shares 7,823 $1.26M 0.15% +10 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,886 shares; 2024Q4: 6,530 shares; 2025Q1: 6,291 shares; 2025Q2: 6,165 shares; 2025Q3: 6,013 shares; 2025Q4: 6,014 shares 6,014 $1.25M 0.15% +1 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,357 shares; 2024Q4: 9,344 shares; 2025Q1: 9,209 shares; 2025Q2: 8,126 shares; 2025Q3: 8,008 shares; 2025Q4: 8,069 shares 8,069 $1.24M 0.15% +61 Timeline EFG 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: 55,385 shares; 2024Q4: 69,386 shares; 2025Q1: 43,979 shares; 2025Q2: 41,826 shares; 2025Q3: 12,690 shares; 2025Q4: 10,729 shares 10,729 $1.22M 0.15% -1,961 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 68,665 shares; 2025Q4: 68,365 shares 68,365 $1.21M 0.15% -300 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY 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: 1,121,832 shares; 2025Q4: 1,122,132 shares 1,122,132 $1.21M 0.15% +300 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: 3,118 shares; 2024Q4: 3,167 shares; 2025Q1: 3,252 shares; 2025Q2: 3,604 shares; 2025Q3: 3,828 shares; 2025Q4: 3,731 shares 3,731 $1.19M 0.14% -97 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: 5,050 shares; 2024Q4: 5,076 shares; 2025Q1: 5,019 shares; 2025Q2: 5,009 shares; 2025Q3: 4,858 shares; 2025Q4: 4,917 shares 4,917 $1.19M 0.14% +59 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: 7,510 shares; 2024Q4: 5,500 shares; 2025Q1: 4,579 shares; 2025Q2: 4,672 shares; 2025Q3: 5,438 shares; 2025Q4: 5,476 shares 5,476 $1.17M 0.14% +38 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: 3,031 shares; 2024Q4: 3,055 shares; 2025Q1: 4,414 shares; 2025Q2: 4,304 shares; 2025Q3: 4,422 shares; 2025Q4: 3,325 shares 3,325 $1.17M 0.14% -1,097 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: 3,730 shares; 2024Q4: 3,397 shares; 2025Q1: 3,273 shares; 2025Q2: 3,468 shares; 2025Q3: 3,660 shares; 2025Q4: 3,126 shares 3,126 $1.16M 0.14% -534 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,447 shares; 2024Q4: 1,472 shares; 2025Q1: 1,478 shares; 2025Q2: 1,471 shares; 2025Q3: 1,511 shares; 2025Q4: 7,434 shares 7,434 $1.14M 0.14% +5,923 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: 10,018 shares; 2024Q4: 10,224 shares; 2025Q1: 9,912 shares; 2025Q2: 10,170 shares; 2025Q3: 9,320 shares; 2025Q4: 9,695 shares 9,695 $1.13M 0.14% +375 Timeline EMB 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: 5,402 shares; 2024Q4: 5,459 shares; 2025Q1: 7,548 shares; 2025Q2: 9,519 shares; 2025Q3: 10,392 shares; 2025Q4: 11,750 shares 11,750 $1.13M 0.14% +1,358 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: 8,473 shares; 2024Q4: 7,916 shares; 2025Q1: 6,851 shares; 2025Q2: 6,761 shares; 2025Q3: 6,588 shares; 2025Q4: 6,432 shares 6,432 $1.13M 0.14% -156 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: 13,763 shares; 2024Q4: 13,849 shares; 2025Q1: 14,051 shares; 2025Q2: 14,030 shares; 2025Q3: 13,726 shares; 2025Q4: 13,972 shares 13,972 $1.12M 0.14% +246 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: 4,989 shares; 2024Q4: 5,115 shares; 2025Q1: 5,106 shares; 2025Q2: 5,032 shares; 2025Q3: 5,099 shares; 2025Q4: 5,082 shares 5,082 $1.12M 0.14% -17 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,365 shares; 2024Q4: 3,670 shares; 2025Q1: 2,707 shares; 2025Q2: 2,397 shares; 2025Q3: 2,320 shares; 2025Q4: 2,307 shares 2,307 $1.12M 0.14% -13 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: 4,125 shares; 2024Q4: 3,843 shares; 2025Q1: 3,836 shares; 2025Q2: 3,508 shares; 2025Q3: 3,545 shares; 2025Q4: 3,408 shares 3,408 $1.12M 0.14% -137 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,858 shares; 2024Q4: 30,275 shares; 2025Q1: 30,887 shares; 2025Q2: 33,212 shares; 2025Q3: 36,963 shares; 2025Q4: 34,590 shares 34,590 $1.11M 0.13% -2,373 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: 3,857 shares; 2024Q4: 3,907 shares; 2025Q1: 4,011 shares; 2025Q2: 3,852 shares; 2025Q3: 3,937 shares; 2025Q4: 3,861 shares 3,861 $1.1M 0.13% -76 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: 6,943 shares; 2024Q4: 6,997 shares; 2025Q1: 7,083 shares; 2025Q2: 7,125 shares; 2025Q3: 7,594 shares; 2025Q4: 7,595 shares 7,595 $1.09M 0.13% +1 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: 2,095 shares; 2024Q4: 7,823 shares; 2025Q1: 7,816 shares; 2025Q2: 7,755 shares; 2025Q3: 8,506 shares; 2025Q4: 8,432 shares 8,432 $1.06M 0.13% -74 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: 25,995 shares; 2024Q4: 25,443 shares; 2025Q1: 25,862 shares; 2025Q2: 26,319 shares; 2025Q3: 27,141 shares; 2025Q4: 25,923 shares 25,923 $1.06M 0.13% -1,218 Timeline IEV 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: 24,796 shares; 2024Q4: 26,428 shares; 2025Q1: 22,086 shares; 2025Q2: 22,100 shares; 2025Q3: 15,892 shares; 2025Q4: 15,388 shares 15,388 $1.06M 0.13% -504 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,447 shares; 2024Q4: 8,447 shares; 2025Q1: 14,947 shares; 2025Q2: 15,947 shares; 2025Q3: 15,947 shares; 2025Q4: 42,347 shares 42,347 $1.03M 0.12% +26,400 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: 36,644 shares; 2024Q4: 38,731 shares; 2025Q1: 37,166 shares; 2025Q2: 38,792 shares; 2025Q3: 40,896 shares; 2025Q4: 40,876 shares 40,876 $1.02M 0.12% -20 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: 4,450 shares; 2024Q4: 4,462 shares; 2025Q1: 4,462 shares; 2025Q2: 4,313 shares; 2025Q3: 4,124 shares; 2025Q4: 3,904 shares 3,904 $1M 0.12% -220 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: 10,000 shares 10,000 $1M 0.12% new Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,944 shares; 2024Q4: 13,928 shares; 2025Q1: 13,423 shares; 2025Q2: 15,024 shares; 2025Q3: 13,941 shares; 2025Q4: 12,889 shares 12,889 $1M 0.12% -1,052 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: 3,124 shares; 2024Q4: 3,261 shares; 2025Q1: 3,455 shares; 2025Q2: 4,506 shares; 2025Q3: 4,656 shares; 2025Q4: 4,619 shares 4,619 $1M 0.12% -37 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,305 shares; 2024Q4: 35,305 shares; 2025Q1: 35,805 shares; 2025Q2: 33,266 shares; 2025Q3: 33,272 shares; 2025Q4: 33,047 shares 33,047 $998K 0.12% -225 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: 2,247 shares; 2024Q4: 2,299 shares; 2025Q1: 2,345 shares; 2025Q2: 2,476 shares; 2025Q3: 2,578 shares; 2025Q4: 2,328 shares 2,328 $993K 0.12% -250 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,835 shares; 2024Q4: 2,844 shares; 2025Q1: 3,132 shares; 2025Q2: 2,978 shares; 2025Q3: 2,964 shares; 2025Q4: 3,145 shares 3,145 $990K 0.12% +181 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: 6,987 shares; 2024Q4: 7,491 shares; 2025Q1: 7,902 shares; 2025Q2: 7,680 shares; 2025Q3: 8,329 shares; 2025Q4: 8,611 shares 8,611 $959K 0.12% +282 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,847 shares; 2024Q4: 13,421 shares; 2025Q1: 13,140 shares; 2025Q2: 13,125 shares; 2025Q3: 13,063 shares; 2025Q4: 12,989 shares 12,989 $958K 0.12% -74 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,384 shares; 2024Q4: 14,384 shares; 2025Q1: 18,466 shares; 2025Q2: 26,028 shares; 2025Q3: 21,433 shares; 2025Q4: 21,895 shares 21,895 $955K 0.12% +462 Timeline TFI 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: 101,898 shares; 2024Q4: 85,649 shares; 2025Q1: 85,316 shares; 2025Q2: 43,329 shares; 2025Q3: 20,588 shares; 2025Q4: 20,588 shares 20,588 $941K 0.11% 0 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,264 shares; 2024Q4: 38,528 shares; 2025Q1: 38,528 shares; 2025Q2: 38,528 shares; 2025Q3: 38,528 shares; 2025Q4: 38,528 shares 38,528 $926K 0.11% 0 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: 617 shares; 2024Q4: 988 shares; 2025Q1: 963 shares; 2025Q2: 951 shares; 2025Q3: 982 shares; 2025Q4: 9,589 shares 9,589 $899K 0.11% +8,607 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: 2,600 shares; 2024Q4: 2,617 shares; 2025Q1: 2,627 shares; 2025Q2: 2,645 shares; 2025Q3: 2,615 shares; 2025Q4: 2,591 shares 2,591 $875K 0.11% -24 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,082 shares; 2024Q4: 9,082 shares; 2025Q1: 9,196 shares; 2025Q2: 9,236 shares; 2025Q3: 9,443 shares; 2025Q4: 19,478 shares 19,478 $871K 0.11% +10,035 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,031 shares; 2024Q4: 7,075 shares; 2025Q1: 7,099 shares; 2025Q2: 7,315 shares; 2025Q3: 7,361 shares; 2025Q4: 7,377 shares 7,377 $865K 0.1% +16 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: 3,628 shares; 2024Q4: 3,375 shares; 2025Q1: 3,545 shares; 2025Q2: 3,551 shares; 2025Q3: 3,568 shares; 2025Q4: 3,350 shares 3,350 $864K 0.1% -218 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,723 shares; 2024Q4: 2,722 shares; 2025Q1: 2,722 shares; 2025Q2: 2,722 shares; 2025Q3: 2,616 shares; 2025Q4: 1,763 shares 1,763 $847K 0.1% -853 Timeline HACK 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: 6,619 shares; 2024Q4: 7,320 shares; 2025Q1: 8,266 shares; 2025Q2: 10,788 shares; 2025Q3: 10,413 shares; 2025Q4: 10,313 shares 10,313 $829K 0.1% -100 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,192 shares; 2024Q4: 3,466 shares; 2025Q1: 3,733 shares; 2025Q2: 3,882 shares; 2025Q3: 3,755 shares; 2025Q4: 3,769 shares 3,769 $827K 0.1% +14 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,114 shares; 2024Q4: 16,114 shares; 2025Q1: 15,846 shares; 2025Q2: 15,576 shares; 2025Q3: 15,634 shares; 2025Q4: 15,144 shares 15,144 $827K 0.1% -490 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: 5,316 shares; 2024Q4: 5,486 shares; 2025Q1: 4,973 shares; 2025Q2: 5,450 shares; 2025Q3: 8,652 shares; 2025Q4: 8,711 shares 8,711 $812K 0.1% +59 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,946 shares; 2024Q4: 3,020 shares; 2025Q1: 2,913 shares; 2025Q2: 2,852 shares; 2025Q3: 2,982 shares; 2025Q4: 3,498 shares 3,498 $809K 0.1% +516 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: 5,469 shares; 2024Q4: 5,429 shares; 2025Q1: 5,688 shares; 2025Q2: 5,466 shares; 2025Q3: 5,584 shares; 2025Q4: 4,663 shares 4,663 $809K 0.1% -921 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: 9,335 shares; 2024Q4: 9,206 shares; 2025Q1: 9,061 shares; 2025Q2: 8,677 shares; 2025Q3: 8,176 shares; 2025Q4: 8,096 shares 8,096 $800K 0.1% -80 Timeline FTSL 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: 19,180 shares; 2025Q4: 17,402 shares 17,402 $798K 0.1% -1,778 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,958 shares; 2024Q4: 3,837 shares; 2025Q1: 3,876 shares; 2025Q2: 3,761 shares; 2025Q3: 3,783 shares; 2025Q4: 3,760 shares 3,760 $791K 0.1% -23 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,440 shares; 2024Q4: 15,510 shares; 2025Q1: 24,489 shares; 2025Q2: 15,275 shares; 2025Q3: 14,199 shares; 2025Q4: 14,199 shares 14,199 $777K 0.09% 0 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,979 shares; 2024Q4: not reported; 2025Q1: 4,685 shares; 2025Q2: 4,685 shares; 2025Q3: 4,155 shares; 2025Q4: 9,390 shares 9,390 $774K 0.09% +5,235 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,854 shares; 2024Q4: 6,000 shares; 2025Q1: 8,138 shares; 2025Q2: 8,609 shares; 2025Q3: 8,602 shares; 2025Q4: 9,391 shares 9,391 $767K 0.09% +789 Timeline EGHT 8X8 INC NEW More: the full row for 8X8 INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 382,721 shares; 2024Q4: 382,721 shares; 2025Q1: 382,721 shares; 2025Q2: 381,464 shares; 2025Q3: 381,464 shares; 2025Q4: 389,123 shares 389,123 $767K 0.09% +7,659 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,969 shares; 2025Q3: 17,102 shares; 2025Q4: 17,703 shares 17,703 $761K 0.09% +601 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,565 shares; 2025Q1: 27,315 shares; 2025Q2: 30,415 shares; 2025Q3: 28,288 shares; 2025Q4: 28,549 shares 28,549 $747K 0.09% +261 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,959 shares; 2024Q4: 1,944 shares; 2025Q1: 1,636 shares; 2025Q2: 1,624 shares; 2025Q3: 1,601 shares; 2025Q4: 1,593 shares 1,593 $747K 0.09% -8 Timeline CWK CUSHMAN AND WAKEFIELD LTD More: the full row for CUSHMAN AND WAKEFIELD 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: not reported; 2025Q4: 45,755 shares 45,755 $741K 0.09% new Timeline DIVO 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: 17,558 shares; 2024Q4: 17,558 shares; 2025Q1: 17,558 shares; 2025Q2: 16,638 shares; 2025Q3: 16,638 shares; 2025Q4: 16,638 shares 16,638 $740K 0.09% 0 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,339 shares; 2024Q4: 8,899 shares; 2025Q1: 7,423 shares; 2025Q2: 6,977 shares; 2025Q3: 7,004 shares; 2025Q4: 7,389 shares 7,389 $738K 0.09% +385 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: 11,263 shares; 2024Q4: 9,482 shares; 2025Q1: 8,507 shares; 2025Q2: 8,530 shares; 2025Q3: 9,331 shares; 2025Q4: 9,263 shares 9,263 $735K 0.09% -68 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: 4,409 shares; 2024Q4: 4,335 shares; 2025Q1: 4,507 shares; 2025Q2: 4,874 shares; 2025Q3: 4,902 shares; 2025Q4: 4,507 shares 4,507 $722K 0.09% -395 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,599 shares; 2024Q4: 1,631 shares; 2025Q1: 1,462 shares; 2025Q2: 1,464 shares; 2025Q3: 1,485 shares; 2025Q4: 1,399 shares 1,399 $714K 0.09% -86 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: 2,751 shares; 2024Q4: 2,855 shares; 2025Q1: 2,878 shares; 2025Q2: 3,146 shares; 2025Q3: 3,251 shares; 2025Q4: 2,651 shares 2,651 $711K 0.09% -600 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: 728 shares; 2024Q4: 814 shares; 2025Q1: 802 shares; 2025Q2: 787 shares; 2025Q3: 800 shares; 2025Q4: 802 shares 802 $705K 0.09% +2 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: 3,453 shares; 2024Q4: 4,585 shares; 2025Q1: 4,549 shares; 2025Q2: 2,472 shares; 2025Q3: 2,444 shares; 2025Q4: 4,888 shares 4,888 $704K 0.09% +2,444 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: 3,692 shares; 2024Q4: 3,541 shares; 2025Q1: 3,533 shares; 2025Q2: 3,385 shares; 2025Q3: 2,632 shares; 2025Q4: 2,609 shares 2,609 $691K 0.08% -23 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: 8,570 shares; 2024Q4: 8,549 shares; 2025Q1: 8,235 shares; 2025Q2: 8,183 shares; 2025Q3: 7,973 shares; 2025Q4: 7,723 shares 7,723 $683K 0.08% -250 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: 5,479 shares; 2024Q4: 5,344 shares; 2025Q1: 5,404 shares; 2025Q2: 5,351 shares; 2025Q3: 5,227 shares; 2025Q4: 5,276 shares 5,276 $681K 0.08% +49 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: 16,484 shares; 2024Q4: 16,527 shares; 2025Q1: 17,599 shares; 2025Q2: 17,649 shares; 2025Q3: 18,412 shares; 2025Q4: 18,613 shares 18,613 $674K 0.08% +201 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,404 shares; 2024Q4: 2,412 shares; 2025Q1: 2,521 shares; 2025Q2: 2,498 shares; 2025Q3: 2,472 shares; 2025Q4: 2,568 shares 2,568 $674K 0.08% +96 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: 7,112 shares; 2024Q4: 6,870 shares; 2025Q1: 6,535 shares; 2025Q2: 6,215 shares; 2025Q3: 6,053 shares; 2025Q4: 5,825 shares 5,825 $663K 0.08% -228 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: 2,115 shares; 2024Q4: 2,132 shares; 2025Q1: 1,991 shares; 2025Q2: 2,019 shares; 2025Q3: 2,086 shares; 2025Q4: 2,111 shares 2,111 $650K 0.08% +25 Timeline MYCF SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,823 shares; 2025Q1: 27,823 shares; 2025Q2: 27,823 shares; 2025Q3: 25,823 shares; 2025Q4: 25,823 shares 25,823 $647K 0.08% 0 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,511 shares; 2024Q4: 3,039 shares; 2025Q1: 3,040 shares; 2025Q2: 2,958 shares; 2025Q3: 3,567 shares; 2025Q4: 3,495 shares 3,495 $644K 0.08% -72 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: 1,482 shares; 2024Q4: 1,481 shares; 2025Q1: 1,491 shares; 2025Q2: 1,413 shares; 2025Q3: 1,253 shares; 2025Q4: 1,408 shares 1,408 $638K 0.08% +155 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,050 shares; 2024Q4: 6,026 shares; 2025Q1: 5,741 shares; 2025Q2: 5,781 shares; 2025Q3: 5,781 shares; 2025Q4: 5,781 shares 5,781 $637K 0.08% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,272 shares; 2025Q1: 4,747 shares; 2025Q2: 6,266 shares; 2025Q3: 10,637 shares; 2025Q4: 10,424 shares 10,424 $627K 0.08% -213 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: 1,229 shares; 2024Q4: 2,019 shares; 2025Q1: 2,032 shares; 2025Q2: 1,296 shares; 2025Q3: 1,307 shares; 2025Q4: 1,307 shares 1,307 $619K 0.07% 0 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: 975 shares; 2024Q4: 1,304 shares; 2025Q1: 1,339 shares; 2025Q2: 1,411 shares; 2025Q3: 1,392 shares; 2025Q4: 1,178 shares 1,178 $616K 0.07% -214 Timeline PICK 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: 11,962 shares 11,962 $614K 0.07% new 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: 27,487 shares; 2024Q4: 19,086 shares; 2025Q1: 19,090 shares; 2025Q2: 17,043 shares; 2025Q3: 17,830 shares; 2025Q4: 16,449 shares 16,449 $607K 0.07% -1,381 Timeline GNMA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,224 shares; 2024Q4: 14,244 shares; 2025Q1: 14,095 shares; 2025Q2: 14,619 shares; 2025Q3: 13,713 shares; 2025Q4: 13,581 shares 13,581 $605K 0.07% -132 Timeline SHM 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: 14,036 shares; 2024Q4: 13,345 shares; 2025Q1: 13,225 shares; 2025Q2: 12,528 shares; 2025Q3: 12,525 shares; 2025Q4: 12,503 shares 12,503 $600K 0.07% -22 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,509 shares; 2024Q4: 29,473 shares; 2025Q1: 12,616 shares; 2025Q2: 4,437 shares; 2025Q3: 5,124 shares; 2025Q4: 6,882 shares 6,882 $600K 0.07% +1,758 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,808 shares; 2024Q4: 5,008 shares; 2025Q1: 8,922 shares; 2025Q2: 11,023 shares; 2025Q3: 11,037 shares; 2025Q4: 10,301 shares 10,301 $599K 0.07% -736 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: 6,808 shares; 2024Q4: 6,675 shares; 2025Q1: 6,644 shares; 2025Q2: 6,003 shares; 2025Q3: 6,178 shares; 2025Q4: 6,209 shares 6,209 $596K 0.07% +31 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,373 shares; 2024Q4: 9,424 shares; 2025Q1: 9,286 shares; 2025Q2: 9,286 shares; 2025Q3: 9,286 shares; 2025Q4: 9,233 shares 9,233 $595K 0.07% -53 Timeline JMOM J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,363 shares; 2025Q2: 8,500 shares; 2025Q3: 8,439 shares; 2025Q4: 8,668 shares 8,668 $591K 0.07% +229 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: 1,535 shares; 2024Q4: 1,535 shares; 2025Q1: 1,521 shares; 2025Q2: 1,521 shares; 2025Q3: 1,521 shares; 2025Q4: 1,521 shares 1,521 $588K 0.07% 0 Timeline IXUS 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: 6,670 shares; 2024Q4: 6,672 shares; 2025Q1: 6,934 shares; 2025Q2: 6,927 shares; 2025Q3: 6,914 shares; 2025Q4: 6,920 shares 6,920 $586K 0.07% +6 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,114 shares; 2024Q4: 2,051 shares; 2025Q1: 2,143 shares; 2025Q2: 2,246 shares; 2025Q3: 2,428 shares; 2025Q4: 1,866 shares 1,866 $582K 0.07% -562 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,116 shares; 2024Q4: 24,880 shares; 2025Q1: 20,865 shares; 2025Q2: 18,497 shares; 2025Q3: 15,516 shares; 2025Q4: 14,918 shares 14,918 $582K 0.07% -598 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: 1,372 shares; 2024Q4: 1,382 shares; 2025Q1: 1,372 shares; 2025Q2: 1,390 shares; 2025Q3: 1,376 shares; 2025Q4: 1,378 shares 1,378 $582K 0.07% +2 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,826 shares; 2024Q4: 3,813 shares; 2025Q1: 3,827 shares; 2025Q2: 3,879 shares; 2025Q3: 3,879 shares; 2025Q4: 2,968 shares 2,968 $574K 0.07% -911 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,768 shares; 2024Q4: 23,304 shares; 2025Q1: 23,304 shares; 2025Q2: 23,304 shares; 2025Q3: 23,304 shares; 2025Q4: 21,807 shares 21,807 $572K 0.07% -1,497 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: 7,226 shares; 2024Q4: 7,210 shares; 2025Q1: 6,691 shares; 2025Q2: 6,727 shares; 2025Q3: 6,763 shares; 2025Q4: 5,723 shares 5,723 $572K 0.07% -1,040 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: 7,049 shares; 2024Q4: 6,964 shares; 2025Q1: 6,938 shares; 2025Q2: 6,870 shares; 2025Q3: 6,941 shares; 2025Q4: 7,236 shares 7,236 $572K 0.07% +295 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: 14,363 shares; 2024Q4: 14,584 shares; 2025Q1: 14,550 shares; 2025Q2: 14,007 shares; 2025Q3: 14,212 shares; 2025Q4: 10,619 shares 10,619 $572K 0.07% -3,593 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,051 shares; 2025Q3: 3,990 shares; 2025Q4: 4,975 shares 4,975 $571K 0.07% +985 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: 61,794 shares; 2024Q4: 68,427 shares; 2025Q1: 49,830 shares; 2025Q2: 9,997 shares; 2025Q3: 6,914 shares; 2025Q4: 7,603 shares 7,603 $553K 0.07% +689 Timeline BKLC BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,016 shares; 2025Q2: 4,248 shares; 2025Q3: 4,248 shares; 2025Q4: 4,216 shares 4,216 $551K 0.07% -32 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,026 shares; 2024Q4: 5,033 shares; 2025Q1: 5,005 shares; 2025Q2: 4,985 shares; 2025Q3: 6,077 shares; 2025Q4: 5,313 shares 5,313 $542K 0.07% -764 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,033 shares; 2024Q4: 3,944 shares; 2025Q1: 3,914 shares; 2025Q2: 3,766 shares; 2025Q3: 3,804 shares; 2025Q4: 3,820 shares 3,820 $532K 0.06% +16 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: not reported; 2024Q4: 3,427 shares; 2025Q1: 3,676 shares; 2025Q2: 3,613 shares; 2025Q3: 3,914 shares; 2025Q4: 4,322 shares 4,322 $530K 0.06% +408 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: 4,238 shares; 2024Q4: 4,238 shares; 2025Q1: 4,238 shares; 2025Q2: 4,238 shares; 2025Q3: 4,113 shares; 2025Q4: 4,113 shares 4,113 $530K 0.06% 0 Timeline SPTS 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: 18,049 shares; 2024Q4: 18,049 shares; 2025Q1: 18,049 shares; 2025Q2: 18,049 shares; 2025Q3: 18,049 shares; 2025Q4: 18,049 shares 18,049 $528K 0.06% 0 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,932 shares; 2025Q2: 5,944 shares; 2025Q3: 7,453 shares; 2025Q4: 10,619 shares 10,619 $527K 0.06% +3,166 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: 1,324 shares; 2024Q4: 1,326 shares; 2025Q1: 1,335 shares; 2025Q2: 1,328 shares; 2025Q3: 1,334 shares; 2025Q4: 1,333 shares 1,333 $519K 0.06% -1 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,962 shares; 2024Q4: 4,962 shares; 2025Q1: 4,939 shares; 2025Q2: 4,938 shares; 2025Q3: 4,938 shares; 2025Q4: 4,939 shares 4,939 $519K 0.06% +1 Timeline EMGF 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: 6,320 shares; 2024Q4: 6,762 shares; 2025Q1: 8,993 shares; 2025Q2: 9,877 shares; 2025Q3: 9,179 shares; 2025Q4: 8,906 shares 8,906 $515K 0.06% -273 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: 1,302 shares; 2024Q4: 1,304 shares; 2025Q1: 1,299 shares; 2025Q2: 1,296 shares; 2025Q3: 1,447 shares; 2025Q4: 1,435 shares 1,435 $507K 0.06% -12 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: 525 shares; 2024Q4: 819 shares; 2025Q1: 1,015 shares; 2025Q2: 994 shares; 2025Q3: 1,047 shares; 2025Q4: 887 shares 887 $506K 0.06% -160 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,679 shares; 2025Q2: 1,906 shares; 2025Q3: 1,927 shares; 2025Q4: 2,223 shares 2,223 $503K 0.06% +296 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: 6,511 shares; 2024Q4: 6,613 shares; 2025Q1: 6,839 shares; 2025Q2: 6,997 shares; 2025Q3: 7,062 shares; 2025Q4: 6,730 shares 6,730 $496K 0.06% -332 Timeline FAF FIRST AMERN FINL CORP More: the full row for FIRST AMERN FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,768 shares; 2024Q4: 8,071 shares; 2025Q1: 8,176 shares; 2025Q2: 8,128 shares; 2025Q3: 7,900 shares; 2025Q4: 8,028 shares 8,028 $493K 0.06% +128 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: 4,847 shares; 2024Q4: 3,780 shares; 2025Q1: 3,609 shares; 2025Q2: 3,593 shares; 2025Q3: 4,220 shares; 2025Q4: 3,916 shares 3,916 $493K 0.06% -304 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: 248 shares; 2024Q4: 382 shares; 2025Q1: 411 shares; 2025Q2: 418 shares; 2025Q3: 422 shares; 2025Q4: 454 shares 454 $486K 0.06% +32 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,957 shares; 2025Q3: 1,991 shares; 2025Q4: 1,997 shares 1,997 $484K 0.06% +6 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: 5,026 shares; 2024Q4: 5,022 shares; 2025Q1: 5,016 shares; 2025Q2: 5,027 shares; 2025Q3: 4,869 shares; 2025Q4: 4,883 shares 4,883 $474K 0.06% +14 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,344 shares; 2025Q4: 13,344 shares 13,344 $471K 0.06% 0 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: 4,497 shares; 2024Q4: 4,914 shares; 2025Q1: 4,825 shares; 2025Q2: 4,787 shares; 2025Q3: 4,858 shares; 2025Q4: 5,029 shares 5,029 $471K 0.06% +171 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,048 shares; 2024Q4: 2,955 shares; 2025Q1: 3,974 shares; 2025Q2: 5,794 shares; 2025Q3: 6,241 shares; 2025Q4: 4,540 shares 4,540 $465K 0.06% -1,701 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,451 shares; 2024Q4: 9,451 shares; 2025Q1: 9,278 shares; 2025Q2: 8,308 shares; 2025Q3: 8,308 shares; 2025Q4: 8,308 shares 8,308 $462K 0.06% 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: 368 shares; 2024Q4: 476 shares; 2025Q1: 859 shares; 2025Q2: 907 shares; 2025Q3: 1,031 shares; 2025Q4: 694 shares 694 $460K 0.06% -337 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: 8,313 shares; 2024Q4: 8,338 shares; 2025Q1: 8,342 shares; 2025Q2: 8,297 shares; 2025Q3: 6,928 shares; 2025Q4: 6,226 shares 6,226 $458K 0.06% -702 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST 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: 9,326 shares; 2025Q2: 10,164 shares; 2025Q3: 16,580 shares; 2025Q4: 9,353 shares 9,353 $455K 0.06% -7,227 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,465 shares; 2024Q4: 9,083 shares; 2025Q1: 9,023 shares; 2025Q2: 8,993 shares; 2025Q3: 8,593 shares; 2025Q4: 8,583 shares 8,583 $454K 0.05% -10 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,393 shares; 2024Q4: 4,884 shares; 2025Q1: 4,884 shares; 2025Q2: 3,669 shares; 2025Q3: 3,308 shares; 2025Q4: 3,308 shares 3,308 $452K 0.05% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,719 shares; 2024Q4: 1,666 shares; 2025Q1: 1,587 shares; 2025Q2: 1,621 shares; 2025Q3: 1,641 shares; 2025Q4: 1,561 shares 1,561 $451K 0.05% -80 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,507 shares; 2024Q4: 5,575 shares; 2025Q1: 5,541 shares; 2025Q2: 5,542 shares; 2025Q3: 5,562 shares; 2025Q4: 5,267 shares 5,267 $449K 0.05% -295 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: 60,650 shares; 2024Q4: 60,733 shares; 2025Q1: 42,645 shares; 2025Q2: 42,280 shares; 2025Q3: 33,586 shares; 2025Q4: 33,727 shares 33,727 $442K 0.05% +141 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: 5,040 shares; 2024Q4: 5,383 shares; 2025Q1: 5,748 shares; 2025Q2: 5,749 shares; 2025Q3: 5,545 shares; 2025Q4: 4,440 shares 4,440 $440K 0.05% -1,105 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: 2,457 shares; 2024Q4: 2,534 shares; 2025Q1: 2,846 shares; 2025Q2: 2,912 shares; 2025Q3: 2,817 shares; 2025Q4: 1,917 shares 1,917 $439K 0.05% -900 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,047 shares; 2024Q4: 12,727 shares; 2025Q1: 12,727 shares; 2025Q2: 12,727 shares; 2025Q3: 12,727 shares; 2025Q4: 12,727 shares 12,727 $430K 0.05% 0 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,631 shares; 2024Q4: 1,646 shares; 2025Q1: 1,692 shares; 2025Q2: 1,639 shares; 2025Q3: 1,496 shares; 2025Q4: 1,578 shares 1,578 $428K 0.05% +82 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: 2,509 shares; 2024Q4: 2,509 shares; 2025Q1: 2,483 shares; 2025Q2: 2,483 shares; 2025Q3: 2,483 shares; 2025Q4: 2,347 shares 2,347 $425K 0.05% -136 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,145 shares; 2025Q1: 3,515 shares; 2025Q2: 4,270 shares; 2025Q3: 4,165 shares; 2025Q4: 7,982 shares 7,982 $421K 0.05% +3,817 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: 11,817 shares; 2024Q4: 11,828 shares; 2025Q1: 11,238 shares; 2025Q2: 11,499 shares; 2025Q3: 11,529 shares; 2025Q4: 11,514 shares 11,514 $417K 0.05% -15 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,466 shares; 2024Q4: 11,682 shares; 2025Q1: 15,934 shares; 2025Q2: 8,438 shares; 2025Q3: 7,890 shares; 2025Q4: 7,701 shares 7,701 $415K 0.05% -189 Timeline NUDM 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: 8,900 shares; 2024Q4: 9,412 shares; 2025Q1: 9,395 shares; 2025Q2: 10,937 shares; 2025Q3: 11,041 shares; 2025Q4: 11,332 shares 11,332 $410K 0.05% +291 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,106 shares 9,106 $404K 0.05% new Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,701 shares; 2025Q2: 4,701 shares; 2025Q3: 4,701 shares; 2025Q4: 4,696 shares 4,696 $403K 0.05% -5 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: 6,581 shares; 2024Q4: 6,583 shares; 2025Q1: 6,528 shares; 2025Q2: 6,682 shares; 2025Q3: 6,950 shares; 2025Q4: 7,092 shares 7,092 $402K 0.05% +142 Timeline HYG 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: 5,381 shares; 2024Q4: 5,381 shares; 2025Q1: 5,364 shares; 2025Q2: 5,400 shares; 2025Q3: 5,497 shares; 2025Q4: 4,959 shares 4,959 $400K 0.05% -538 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: 1,255 shares; 2024Q4: 1,286 shares; 2025Q1: 1,278 shares; 2025Q2: 1,311 shares; 2025Q3: 1,303 shares; 2025Q4: 1,360 shares 1,360 $399K 0.05% +57 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: 1,858 shares; 2024Q4: 1,898 shares; 2025Q1: 1,901 shares; 2025Q2: 1,894 shares; 2025Q3: 1,899 shares; 2025Q4: 1,881 shares 1,881 $399K 0.05% -18 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,960 shares; 2025Q3: 8,960 shares; 2025Q4: 8,960 shares 8,960 $398K 0.05% 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: 3,402 shares; 2024Q4: 3,432 shares; 2025Q1: 3,400 shares; 2025Q2: 3,159 shares; 2025Q3: 3,085 shares; 2025Q4: 3,058 shares 3,058 $395K 0.05% -27 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: 4,848 shares; 2025Q1: 4,612 shares; 2025Q2: 4,886 shares; 2025Q3: 2,989 shares; 2025Q4: 2,990 shares 2,990 $392K 0.05% +1 Timeline SUSL 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: 3,823 shares; 2024Q4: 3,813 shares; 2025Q1: 3,222 shares; 2025Q2: 3,222 shares; 2025Q3: 3,222 shares; 2025Q4: 3,222 shares 3,222 $391K 0.05% 0 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,796 shares; 2024Q4: 1,806 shares; 2025Q1: 1,876 shares; 2025Q2: 1,911 shares; 2025Q3: 1,921 shares; 2025Q4: 1,931 shares 1,931 $389K 0.05% +10 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,491 shares; 2024Q4: 3,537 shares; 2025Q1: 3,619 shares; 2025Q2: 3,618 shares; 2025Q3: 3,753 shares; 2025Q4: 3,870 shares 3,870 $384K 0.05% +117 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,689 shares; 2024Q4: 32,689 shares; 2025Q1: 32,689 shares; 2025Q2: 32,689 shares; 2025Q3: 32,689 shares; 2025Q4: 32,689 shares 32,689 $380K 0.05% 0 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,922 shares; 2024Q4: 2,922 shares; 2025Q1: 2,922 shares; 2025Q2: 2,922 shares; 2025Q3: 2,922 shares; 2025Q4: 2,866 shares 2,866 $377K 0.05% -56 Timeline FNGU 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: 15,162 shares; 2025Q3: 16,712 shares; 2025Q4: 14,792 shares 14,792 $374K 0.05% -1,920 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,992 shares; 2024Q4: 3,922 shares; 2025Q1: 3,780 shares; 2025Q2: 3,715 shares; 2025Q3: 3,691 shares; 2025Q4: 3,397 shares 3,397 $373K 0.05% -294 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: 4,924 shares; 2024Q4: 4,792 shares; 2025Q1: 4,958 shares; 2025Q2: 5,163 shares; 2025Q3: 5,112 shares; 2025Q4: 4,570 shares 4,570 $372K 0.04% -542 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: 5,533 shares; 2024Q4: 5,525 shares; 2025Q1: 5,437 shares; 2025Q2: 5,436 shares; 2025Q3: 5,435 shares; 2025Q4: 4,652 shares 4,652 $371K 0.04% -783 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: 15,461 shares; 2024Q4: 15,761 shares; 2025Q1: 15,405 shares; 2025Q2: 15,387 shares; 2025Q3: 14,635 shares; 2025Q4: 17,881 shares 17,881 $369K 0.04% +3,246 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,286 shares; 2024Q4: 3,931 shares; 2025Q1: 3,903 shares; 2025Q2: 3,901 shares; 2025Q3: 3,788 shares; 2025Q4: 3,752 shares 3,752 $367K 0.04% -36 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: 1,732 shares; 2024Q4: 1,732 shares; 2025Q1: 1,732 shares; 2025Q2: 1,713 shares; 2025Q3: 1,713 shares; 2025Q4: 1,743 shares 1,743 $364K 0.04% +30 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: 2,666 shares; 2024Q4: 2,496 shares; 2025Q1: 2,701 shares; 2025Q2: 2,787 shares; 2025Q3: 1,267 shares; 2025Q4: 1,040 shares 1,040 $364K 0.04% -227 Timeline SMMD 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: 5,744 shares; 2024Q4: 5,003 shares; 2025Q1: 4,995 shares; 2025Q2: 5,020 shares; 2025Q3: 4,833 shares; 2025Q4: 4,834 shares 4,834 $362K 0.04% +1 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: 497 shares; 2024Q4: 514 shares; 2025Q1: 533 shares; 2025Q2: 529 shares; 2025Q3: 531 shares; 2025Q4: 535 shares 535 $362K 0.04% +4 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: 1,202 shares; 2024Q4: 1,203 shares; 2025Q1: 1,201 shares; 2025Q2: 1,203 shares; 2025Q3: 1,202 shares; 2025Q4: 1,245 shares 1,245 $361K 0.04% +43 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,123 shares; 2024Q4: 1,136 shares; 2025Q1: 1,076 shares; 2025Q2: 1,074 shares; 2025Q3: 1,085 shares; 2025Q4: 1,095 shares 1,095 $360K 0.04% +10 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: 247 shares; 2024Q4: 247 shares; 2025Q1: 246 shares; 2025Q2: 248 shares; 2025Q3: 254 shares; 2025Q4: 257 shares 257 $358K 0.04% +3 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: 2,720 shares; 2024Q4: 2,622 shares; 2025Q1: 2,769 shares; 2025Q2: 2,762 shares; 2025Q3: 2,797 shares; 2025Q4: 2,794 shares 2,794 $356K 0.04% -3 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: 18,590 shares; 2024Q4: 17,312 shares; 2025Q1: 16,564 shares; 2025Q2: 16,338 shares; 2025Q3: 14,688 shares; 2025Q4: 11,885 shares 11,885 $355K 0.04% -2,803 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,914 shares; 2024Q4: 1,708 shares; 2025Q1: 1,717 shares; 2025Q2: 1,745 shares; 2025Q3: 1,588 shares; 2025Q4: 2,065 shares 2,065 $353K 0.04% +477 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: 2,011 shares; 2024Q4: 2,093 shares; 2025Q1: 2,129 shares; 2025Q2: 2,510 shares; 2025Q3: 2,628 shares; 2025Q4: 1,896 shares 1,896 $352K 0.04% -732 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,677 shares; 2024Q4: 2,677 shares; 2025Q1: 2,701 shares; 2025Q2: 2,701 shares; 2025Q3: 2,701 shares; 2025Q4: 2,564 shares 2,564 $351K 0.04% -137 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,668 shares; 2024Q4: 16,251 shares; 2025Q1: 15,401 shares; 2025Q2: 15,190 shares; 2025Q3: 14,605 shares; 2025Q4: 15,214 shares 15,214 $350K 0.04% +609 Timeline IBHG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,662 shares 15,662 $350K 0.04% new Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,105 shares; 2024Q4: 4,105 shares; 2025Q1: 4,105 shares; 2025Q2: 4,105 shares; 2025Q3: 4,105 shares; 2025Q4: 4,105 shares 4,105 $348K 0.04% 0 Timeline IYE 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: 7,621 shares; 2024Q4: 7,941 shares; 2025Q1: 7,144 shares; 2025Q2: 6,494 shares; 2025Q3: 7,260 shares; 2025Q4: 7,256 shares 7,256 $345K 0.04% -4 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,585 shares 3,585 $344K 0.04% new Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,502 shares; 2024Q4: 4,524 shares; 2025Q1: 4,428 shares; 2025Q2: 4,579 shares; 2025Q3: 4,120 shares; 2025Q4: 4,041 shares 4,041 $343K 0.04% -79 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: 868 shares; 2024Q4: 819 shares; 2025Q1: 739 shares; 2025Q2: 739 shares; 2025Q3: 727 shares; 2025Q4: 736 shares 736 $343K 0.04% +9 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: 5,604 shares; 2024Q4: 5,232 shares; 2025Q1: 5,291 shares; 2025Q2: 4,790 shares; 2025Q3: 5,133 shares; 2025Q4: 6,212 shares 6,212 $340K 0.04% +1,079 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,711 shares; 2024Q4: 8,711 shares; 2025Q1: 9,715 shares; 2025Q2: 9,715 shares; 2025Q3: 9,715 shares; 2025Q4: 9,744 shares 9,744 $338K 0.04% +29 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,176 shares; 2025Q1: 1,208 shares; 2025Q2: 1,228 shares; 2025Q3: 1,241 shares; 2025Q4: 1,316 shares 1,316 $337K 0.04% +75 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 585 shares; 2025Q1: not reported; 2025Q2: 531 shares; 2025Q3: 594 shares; 2025Q4: 611 shares 611 $337K 0.04% +17 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: 9,982 shares; 2024Q4: 9,893 shares; 2025Q1: 9,977 shares; 2025Q2: 12,532 shares; 2025Q3: 9,396 shares; 2025Q4: 9,450 shares 9,450 $336K 0.04% +54 Timeline AMRZ AMRIZE LTD More: the full row for AMRIZE 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: 6,064 shares; 2025Q4: 6,101 shares 6,101 $330K 0.04% +37 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,706 shares; 2024Q4: 3,591 shares; 2025Q1: 3,591 shares; 2025Q2: 3,591 shares; 2025Q3: 3,591 shares; 2025Q4: 3,405 shares 3,405 $330K 0.04% -186 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: 1,295 shares; 2025Q3: 1,267 shares; 2025Q4: 1,279 shares 1,279 $329K 0.04% +12 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: 745 shares; 2024Q4: 752 shares; 2025Q1: 739 shares; 2025Q2: 742 shares; 2025Q3: 742 shares; 2025Q4: 738 shares 738 $328K 0.04% -4 Timeline UPRO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,599 shares; 2025Q1: not reported; 2025Q2: 2,967 shares; 2025Q3: 2,890 shares; 2025Q4: 2,824 shares 2,824 $327K 0.04% -66 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,300 shares 4,300 $324K 0.04% new 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: 3,300 shares; 2024Q4: 3,300 shares; 2025Q1: 3,300 shares; 2025Q2: 3,300 shares; 2025Q3: 3,098 shares; 2025Q4: 2,421 shares 2,421 $323K 0.04% -677 Timeline IBHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,993 shares 13,993 $323K 0.04% new Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 740 shares; 2024Q4: 668 shares; 2025Q1: not reported; 2025Q2: 494 shares; 2025Q3: 562 shares; 2025Q4: 531 shares 531 $321K 0.04% -31 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,300 shares 6,300 $319K 0.04% new 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: 9,636 shares; 2024Q4: 11,642 shares; 2025Q1: 11,239 shares; 2025Q2: 12,779 shares; 2025Q3: 8,452 shares; 2025Q4: 4,988 shares 4,988 $318K 0.04% -3,464 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,902 shares; 2024Q4: not reported; 2025Q1: 2,866 shares; 2025Q2: 2,938 shares; 2025Q3: 2,765 shares; 2025Q4: 2,157 shares 2,157 $316K 0.04% -608 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: 1,952 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,060 shares; 2025Q3: 1,319 shares; 2025Q4: 1,414 shares 1,414 $315K 0.04% +95 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,522 shares; 2024Q4: 3,509 shares; 2025Q1: 3,649 shares; 2025Q2: 3,810 shares; 2025Q3: 3,876 shares; 2025Q4: 4,059 shares 4,059 $314K 0.04% +183 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: 1,907 shares; 2024Q4: 1,908 shares; 2025Q1: 1,911 shares; 2025Q2: 1,897 shares; 2025Q3: 1,908 shares; 2025Q4: 1,922 shares 1,922 $314K 0.04% +14 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,429 shares; 2025Q4: 3,429 shares 3,429 $314K 0.04% 0 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: 3,024 shares; 2024Q4: 2,739 shares; 2025Q1: not reported; 2025Q2: 2,428 shares; 2025Q3: 2,293 shares; 2025Q4: 2,602 shares 2,602 $312K 0.04% +309 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 431 shares; 2025Q1: 423 shares; 2025Q2: 421 shares; 2025Q3: 422 shares; 2025Q4: 536 shares 536 $304K 0.04% +114 Timeline ILCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,331 shares; 2025Q2: 3,212 shares; 2025Q3: 3,212 shares; 2025Q4: 3,174 shares 3,174 $299K 0.04% -38 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: 2,350 shares; 2024Q4: 2,350 shares; 2025Q1: 2,350 shares; 2025Q2: 2,350 shares; 2025Q3: 2,350 shares; 2025Q4: 2,107 shares 2,107 $297K 0.04% -243 Timeline IGRO 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: 3,654 shares; 2024Q4: 3,781 shares; 2025Q1: 4,304 shares; 2025Q2: 3,732 shares; 2025Q3: 3,654 shares; 2025Q4: 3,586 shares 3,586 $297K 0.04% -68 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: not reported; 2024Q4: not reported; 2025Q1: 9,526 shares; 2025Q2: 9,522 shares; 2025Q3: 11,415 shares; 2025Q4: 11,212 shares 11,212 $287K 0.03% -203 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: 339 shares; 2024Q4: 364 shares; 2025Q1: 325 shares; 2025Q2: 310 shares; 2025Q3: 313 shares; 2025Q4: 353 shares 353 $286K 0.03% +40 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: 6,719 shares; 2024Q4: 7,613 shares; 2025Q1: 5,074 shares; 2025Q2: 7,454 shares; 2025Q3: 6,659 shares; 2025Q4: 5,601 shares 5,601 $285K 0.03% -1,058 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: 16,436 shares; 2024Q4: 16,436 shares; 2025Q1: 16,236 shares; 2025Q2: 17,135 shares; 2025Q3: 17,135 shares; 2025Q4: 17,135 shares 17,135 $283K 0.03% 0 Timeline PBA PEMBINA PIPELINE CORP More: the full row for PEMBINA PIPELINE 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: 6,207 shares; 2025Q2: 7,094 shares; 2025Q3: 7,197 shares; 2025Q4: 7,350 shares 7,350 $280K 0.03% +153 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,182 shares; 2025Q1: 3,537 shares; 2025Q2: 1,289 shares; 2025Q3: 1,307 shares; 2025Q4: 1,409 shares 1,409 $278K 0.03% +102 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: 2,091 shares; 2024Q4: 2,017 shares; 2025Q1: 2,115 shares; 2025Q2: 2,164 shares; 2025Q3: 2,088 shares; 2025Q4: 2,126 shares 2,126 $278K 0.03% +38 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,966 shares; 2024Q4: 5,776 shares; 2025Q1: 7,076 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,741 shares 5,741 $277K 0.03% new Timeline EWC 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: 4,621 shares; 2025Q4: 5,079 shares 5,079 $274K 0.03% +458 Timeline SCHJ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,689 shares; 2024Q4: 10,212 shares; 2025Q1: 10,212 shares; 2025Q2: 10,256 shares; 2025Q3: 10,274 shares; 2025Q4: 10,907 shares 10,907 $272K 0.03% +633 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: 2,074 shares; 2024Q4: 2,060 shares; 2025Q1: 2,036 shares; 2025Q2: 1,948 shares; 2025Q3: 2,031 shares; 2025Q4: 2,046 shares 2,046 $272K 0.03% +15 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: 3,736 shares; 2025Q4: 4,777 shares 4,777 $271K 0.03% +1,041 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: 5,487 shares; 2024Q4: not reported; 2025Q1: 5,546 shares; 2025Q2: 5,624 shares; 2025Q3: 5,624 shares; 2025Q4: 6,099 shares 6,099 $271K 0.03% +475 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: 2,696 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,954 shares 3,954 $269K 0.03% new 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: 4,091 shares 4,091 $268K 0.03% new Timeline EBC EASTERN BANKSHARES INC More: the full row for EASTERN BANKSHARES 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: 11,433 shares; 2025Q4: 14,498 shares 14,498 $267K 0.03% +3,065 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,162 shares; 2024Q4: 5,496 shares; 2025Q1: 5,241 shares; 2025Q2: 4,917 shares; 2025Q3: 4,728 shares; 2025Q4: 4,723 shares 4,723 $266K 0.03% -5 Timeline CMC COMMERCIAL METALS CO More: the full row for COMMERCIAL METALS 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: 3,838 shares 3,838 $266K 0.03% new Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,664 shares; 2024Q4: 1,664 shares; 2025Q1: 1,664 shares; 2025Q2: 1,664 shares; 2025Q3: 1,698 shares; 2025Q4: 1,703 shares 1,703 $264K 0.03% +5 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: 6,289 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,284 shares 3,284 $263K 0.03% new 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: 826 shares; 2024Q4: 496 shares; 2025Q1: 495 shares; 2025Q2: 483 shares; 2025Q3: 461 shares; 2025Q4: 464 shares 464 $263K 0.03% +3 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: 1,121 shares; 2024Q4: 1,117 shares; 2025Q1: 1,074 shares; 2025Q2: 1,035 shares; 2025Q3: 1,026 shares; 2025Q4: 1,065 shares 1,065 $262K 0.03% +39 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,955 shares; 2024Q4: 7,061 shares; 2025Q1: 6,929 shares; 2025Q2: 7,263 shares; 2025Q3: 7,363 shares; 2025Q4: 8,799 shares 8,799 $262K 0.03% +1,436 Timeline NBB NUVEEN TAXABLE MUNICPAL INM More: the full row for NUVEEN TAXABLE MUNICPAL INM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,500 shares; 2024Q4: 10,500 shares; 2025Q1: 10,500 shares; 2025Q2: 10,500 shares; 2025Q3: 10,500 shares; 2025Q4: 16,594 shares 16,594 $262K 0.03% +6,094 Timeline OCTT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,941 shares; 2024Q4: 5,941 shares; 2025Q1: 5,941 shares; 2025Q2: 5,941 shares; 2025Q3: 5,941 shares; 2025Q4: 5,941 shares 5,941 $259K 0.03% 0 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,199 shares; 2024Q4: 4,199 shares; 2025Q1: 5,097 shares; 2025Q2: 5,041 shares; 2025Q3: 5,041 shares; 2025Q4: 5,041 shares 5,041 $258K 0.03% 0 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,320 shares; 2024Q4: 1,349 shares; 2025Q1: 1,354 shares; 2025Q2: 1,340 shares; 2025Q3: 1,337 shares; 2025Q4: 1,313 shares 1,313 $256K 0.03% -24 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,066 shares; 2025Q2: 3,066 shares; 2025Q3: 3,066 shares; 2025Q4: 3,066 shares 3,066 $254K 0.03% 0 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,106 shares; 2025Q3: 6,106 shares; 2025Q4: 6,396 shares 6,396 $252K 0.03% +290 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,370 shares; 2024Q4: 27,370 shares; 2025Q1: 27,370 shares; 2025Q2: 27,370 shares; 2025Q3: 27,370 shares; 2025Q4: 27,370 shares 27,370 $248K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 705 shares; 2025Q3: 662 shares; 2025Q4: 697 shares 697 $246K 0.03% +35 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: 12,506 shares; 2024Q4: 12,626 shares; 2025Q1: 11,688 shares; 2025Q2: 11,762 shares; 2025Q3: 11,111 shares; 2025Q4: 8,935 shares 8,935 $246K 0.03% -2,176 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,010 shares; 2025Q4: 3,184 shares 3,184 $244K 0.03% +174 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,323 shares; 2025Q4: 1,349 shares 1,349 $243K 0.03% +26 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,567 shares; 2025Q3: 7,567 shares; 2025Q4: 7,567 shares 7,567 $239K 0.03% 0 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 411 shares; 2024Q4: 413 shares; 2025Q1: 415 shares; 2025Q2: 410 shares; 2025Q3: 411 shares; 2025Q4: 409 shares 409 $235K 0.03% -2 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,845 shares; 2025Q3: 2,666 shares; 2025Q4: 2,053 shares 2,053 $232K 0.03% -613 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 806 shares; 2025Q2: 776 shares; 2025Q3: 785 shares; 2025Q4: 796 shares 796 $231K 0.03% +11 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,047 shares; 2025Q2: not reported; 2025Q3: 4,025 shares; 2025Q4: 4,038 shares 4,038 $229K 0.03% +13 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,046 shares; 2024Q4: 1,045 shares; 2025Q1: 1,049 shares; 2025Q2: 1,050 shares; 2025Q3: 1,050 shares; 2025Q4: 1,024 shares 1,024 $229K 0.03% -26 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: 2,445 shares; 2024Q4: 2,543 shares; 2025Q1: 2,566 shares; 2025Q2: 2,559 shares; 2025Q3: 2,605 shares; 2025Q4: 2,611 shares 2,611 $228K 0.03% +6 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,776 shares 8,776 $223K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,899 shares; 2025Q4: 1,934 shares 1,934 $223K 0.03% +35 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,455 shares; 2025Q1: 13,455 shares; 2025Q2: 8,705 shares; 2025Q3: 8,705 shares; 2025Q4: 8,705 shares 8,705 $219K 0.03% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,887 shares; 2024Q4: 4,765 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,091 shares 4,091 $218K 0.03% 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,016 shares 1,016 $218K 0.03% new Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,533 shares; 2025Q1: not reported; 2025Q2: 3,049 shares; 2025Q3: not reported; 2025Q4: 2,602 shares 2,602 $217K 0.03% new Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,208 shares 4,208 $213K 0.03% new 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: 991 shares 991 $212K 0.03% new Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 840 shares; 2025Q4: 840 shares 840 $211K 0.03% 0 Timeline CBZ CBIZ INC More: the full row for CBIZ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,113 shares; 2024Q4: 5,863 shares; 2025Q1: 5,863 shares; 2025Q2: 5,663 shares; 2025Q3: 4,663 shares; 2025Q4: 4,176 shares 4,176 $211K 0.03% -487 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: not reported; 2024Q4: not reported; 2025Q1: 2,853 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,867 shares 2,867 $211K 0.03% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,277 shares 4,277 $210K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 751 shares 751 $210K 0.03% 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,222 shares 1,222 $209K 0.03% new 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: 847 shares; 2024Q4: 1,109 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 616 shares 616 $207K 0.03% new 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: 2,942 shares; 2024Q4: not reported; 2025Q1: 2,781 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,243 shares 2,243 $206K 0.02% new Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,156 shares 2,156 $206K 0.02% new Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 969 shares 969 $205K 0.02% new Timeline BBT BEACON FINANCIAL CORP. More: the full row for BEACON FINANCIAL 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: 7,720 shares 7,720 $204K 0.02% new Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,319 shares; 2024Q4: 3,209 shares; 2025Q1: 3,771 shares; 2025Q2: 3,090 shares; 2025Q3: 3,090 shares; 2025Q4: 2,553 shares 2,553 $201K 0.02% -537 Timeline BP BP PLC More: the full row for BP 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: 5,792 shares 5,792 $201K 0.02% new Timeline SOC SABLE OFFSHORE CORP More: the full row for SABLE OFFSHORE 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: 9,657 shares; 2025Q3: 13,153 shares; 2025Q4: 18,188 shares 18,188 $164K 0.02% +5,035 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,307 shares; 2025Q4: 13,868 shares 13,868 $163K 0.02% +2,561 Timeline GLUE MONTE ROSA THERAPEUTICS INC More: the full row for MONTE ROSA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares 10,000 $157K 0.02% new Timeline BTZ BLACKROCK CR ALLOCATION More: the full row for BLACKROCK CR ALLOCATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,000 shares; 2024Q4: 17,000 shares; 2025Q1: 14,000 shares; 2025Q2: 14,000 shares; 2025Q3: 14,000 shares; 2025Q4: 13,500 shares 13,500 $146K 0.02% -500 Timeline TE T1 ENERGY INC More: the full row for T1 ENERGY 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: 21,425 shares 21,425 $143K 0.02% new Timeline NMR NOMURA HLDGS INC More: the full row for NOMURA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,473 shares 12,473 $105K 0.01% new Timeline ELTX ELICIO THERAPEUTICS INC More: the full row for ELICIO THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $79.6K 0.01% 0 Timeline WIT WIPRO LTD More: the full row for WIPRO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,714 shares; 2024Q4: 23,820 shares; 2025Q1: 24,337 shares; 2025Q2: 21,496 shares; 2025Q3: 16,790 shares; 2025Q4: 15,843 shares 15,843 $45K 0.01% -947 Timeline SLQT SELECTQUOTE INC More: the full row for SELECTQUOTE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,211 shares; 2024Q4: 44,211 shares; 2025Q1: 44,211 shares; 2025Q2: 44,211 shares; 2025Q3: 44,211 shares; 2025Q4: 28,480 shares 28,480 $40.2K <0.01% -15,731 Timeline INO INOVIO PHARMACEUTICALS INC More: the full row for INOVIO PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,559 shares 12,559 $21.9K <0.01% new Timeline