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: 594,863 shares; 2024Q4: 550,563 shares; 2025Q1: 549,522 shares; 2025Q2: 502,902 shares; 2025Q3: 472,305 shares; 2025Q4: 458,913 shares 458,913 $288M 15.9% -13,392 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: 1,508,092 shares; 2024Q4: 1,586,829 shares; 2025Q1: 1,568,484 shares; 2025Q2: 1,516,493 shares; 2025Q3: 1,553,140 shares; 2025Q4: 1,603,120 shares 1,603,120 $132M 7.31% +49,980 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: 4,482,284 shares; 2024Q4: 5,093,049 shares; 2025Q1: 4,881,324 shares; 2025Q2: 4,140,823 shares; 2025Q3: 4,277,182 shares; 2025Q4: 4,231,614 shares 4,231,614 $97.4M 5.38% -45,568 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: 163,905 shares; 2024Q4: 162,643 shares; 2025Q1: 148,404 shares; 2025Q2: 145,382 shares; 2025Q3: 143,693 shares; 2025Q4: 141,670 shares 141,670 $96.8M 5.35% -2,023 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: 2,013,813 shares; 2024Q4: 2,372,259 shares; 2025Q1: 2,331,592 shares; 2025Q2: 2,197,330 shares; 2025Q3: 2,888,561 shares; 2025Q4: 2,997,561 shares 2,997,561 $90.5M 5% +109,000 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: 1,240,107 shares; 2024Q4: 1,262,222 shares; 2025Q1: 1,250,412 shares; 2025Q2: 1,231,786 shares; 2025Q3: 1,190,449 shares; 2025Q4: 1,185,863 shares 1,185,863 $79.7M 4.41% -4,586 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: 1,029,614 shares; 2024Q4: 946,056 shares; 2025Q1: 972,377 shares; 2025Q2: 1,011,058 shares; 2025Q3: 996,869 shares; 2025Q4: 1,014,946 shares 1,014,946 $67M 3.7% +18,077 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,254,410 shares; 2024Q4: 2,929,208 shares; 2025Q1: 2,849,066 shares; 2025Q2: 2,425,664 shares; 2025Q3: 2,601,249 shares; 2025Q4: 2,711,604 shares 2,711,604 $66.1M 3.65% +110,355 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: not reported; 2024Q4: 10,972 shares; 2025Q1: 98,639 shares; 2025Q2: 954,581 shares; 2025Q3: 1,085,864 shares; 2025Q4: 1,119,755 shares 1,119,755 $59.1M 3.27% +33,891 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: 19,153 shares; 2024Q4: 19,310 shares; 2025Q1: 36,818 shares; 2025Q2: 249,074 shares; 2025Q3: 257,775 shares; 2025Q4: 264,969 shares 264,969 $50.6M 2.8% +7,194 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,438 shares; 2024Q4: 73,206 shares; 2025Q1: 72,139 shares; 2025Q2: 68,546 shares; 2025Q3: 67,368 shares; 2025Q4: 69,498 shares 69,498 $47.6M 2.63% +2,130 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: 309,078 shares; 2024Q4: 296,071 shares; 2025Q1: 309,098 shares; 2025Q2: 328,782 shares; 2025Q3: 327,442 shares; 2025Q4: 337,069 shares 337,069 $40.5M 2.24% +9,627 Timeline USIG 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: 663,105 shares; 2024Q4: 740,810 shares; 2025Q1: 719,942 shares; 2025Q2: 676,819 shares; 2025Q3: 769,737 shares; 2025Q4: 763,100 shares 763,100 $39.5M 2.18% -6,637 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: 460,777 shares; 2024Q4: 440,052 shares; 2025Q1: 435,001 shares; 2025Q2: 457,177 shares; 2025Q3: 399,860 shares; 2025Q4: 390,072 shares 390,072 $34.9M 1.93% -9,788 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: 89,496 shares; 2024Q4: 88,862 shares; 2025Q1: 86,058 shares; 2025Q2: 85,497 shares; 2025Q3: 84,231 shares; 2025Q4: 90,130 shares 90,130 $24.5M 1.35% +5,899 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 907,873 shares; 2024Q4: 961,290 shares; 2025Q1: 925,881 shares; 2025Q2: 935,435 shares; 2025Q3: 992,837 shares; 2025Q4: 1,146,127 shares 1,146,127 $22.4M 1.24% +153,290 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 211,388 shares; 2024Q4: 634,061 shares; 2025Q1: 616,631 shares; 2025Q2: 790,010 shares; 2025Q3: 781,849 shares; 2025Q4: 765,007 shares 765,007 $20.6M 1.14% -16,842 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: 30,971 shares; 2024Q4: 31,407 shares; 2025Q1: 30,693 shares; 2025Q2: 31,246 shares; 2025Q3: 33,261 shares; 2025Q4: 37,016 shares 37,016 $17.9M 0.99% +3,755 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 143,153 shares 143,153 $16M 0.88% new 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: 30,054 shares; 2024Q4: 30,028 shares; 2025Q1: 29,987 shares; 2025Q2: 29,987 shares; 2025Q3: 29,987 shares; 2025Q4: 30,042 shares 30,042 $14.7M 0.81% +55 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: 57,079 shares; 2024Q4: 56,942 shares; 2025Q1: 54,569 shares; 2025Q2: 66,956 shares; 2025Q3: 67,910 shares; 2025Q4: 78,118 shares 78,118 $14.6M 0.81% +10,208 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: 173,782 shares; 2024Q4: 175,129 shares; 2025Q1: 152,514 shares; 2025Q2: 151,470 shares; 2025Q3: 149,452 shares; 2025Q4: 140,982 shares 140,982 $13.5M 0.75% -8,470 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: 23,017 shares; 2024Q4: 22,941 shares; 2025Q1: 21,764 shares; 2025Q2: 21,391 shares; 2025Q3: 21,225 shares; 2025Q4: 21,143 shares 21,143 $12.8M 0.71% -82 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: 49,984 shares; 2024Q4: 49,802 shares; 2025Q1: 46,245 shares; 2025Q2: 50,067 shares; 2025Q3: 47,621 shares; 2025Q4: 46,059 shares 46,059 $11.3M 0.63% -1,562 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: 820 shares; 2024Q4: 820 shares; 2025Q1: 820 shares; 2025Q2: 820 shares; 2025Q3: 820 shares; 2025Q4: 121,689 shares 121,689 $10.3M 0.57% +120,869 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: 16,623 shares; 2024Q4: 17,150 shares; 2025Q1: 16,321 shares; 2025Q2: 16,968 shares; 2025Q3: 21,020 shares; 2025Q4: 29,247 shares 29,247 $9.15M 0.51% +8,227 Timeline MOAT 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: 38 shares; 2024Q4: 38 shares; 2025Q1: 38 shares; 2025Q2: 81 shares; 2025Q3: 81 shares; 2025Q4: 85,275 shares 85,275 $8.83M 0.49% +85,194 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 361,541 shares; 2024Q4: 369,874 shares; 2025Q1: 376,887 shares; 2025Q2: 383,137 shares; 2025Q3: 383,609 shares; 2025Q4: 370,975 shares 370,975 $8.68M 0.48% -12,634 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: 752 shares; 2024Q4: 3,311 shares; 2025Q1: 3,199 shares; 2025Q2: 14,169 shares; 2025Q3: 33,358 shares; 2025Q4: 313,299 shares 313,299 $8.59M 0.47% +279,941 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,182 shares; 2024Q4: 80,381 shares; 2025Q1: 113,066 shares; 2025Q2: 72,985 shares; 2025Q3: 77,773 shares; 2025Q4: 91,055 shares 91,055 $8.32M 0.46% +13,282 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: 83,297 shares; 2024Q4: 84,499 shares; 2025Q1: 84,346 shares; 2025Q2: 101,166 shares; 2025Q3: 99,729 shares; 2025Q4: 139,035 shares 139,035 $7.47M 0.41% +39,306 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: 21,547 shares; 2024Q4: 19,814 shares; 2025Q1: 19,130 shares; 2025Q2: 19,407 shares; 2025Q3: 24,756 shares; 2025Q4: 32,005 shares 32,005 $7.39M 0.41% +7,249 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: 12,847 shares; 2024Q4: 13,289 shares; 2025Q1: 13,019 shares; 2025Q2: 13,026 shares; 2025Q3: 12,942 shares; 2025Q4: 21,559 shares 21,559 $6.95M 0.38% +8,617 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 330 shares; 2024Q4: 330 shares; 2025Q1: 330 shares; 2025Q2: 330 shares; 2025Q3: 330 shares; 2025Q4: 143,907 shares 143,907 $6.66M 0.37% +143,577 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: 267,170 shares; 2024Q4: 272,661 shares; 2025Q1: 278,277 shares; 2025Q2: 277,076 shares; 2025Q3: 278,932 shares; 2025Q4: 242,983 shares 242,983 $6.19M 0.34% -35,949 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: 223,247 shares; 2024Q4: 230,021 shares; 2025Q1: 271,551 shares; 2025Q2: 270,269 shares; 2025Q3: 275,042 shares; 2025Q4: 241,513 shares 241,513 $5.86M 0.32% -33,529 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: 12,067 shares; 2024Q4: 11,569 shares; 2025Q1: 12,221 shares; 2025Q2: 11,572 shares; 2025Q3: 11,575 shares; 2025Q4: 17,310 shares 17,310 $5.8M 0.32% +5,735 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: 41,723 shares; 2024Q4: 41,423 shares; 2025Q1: 40,934 shares; 2025Q2: 40,022 shares; 2025Q3: 36,096 shares; 2025Q4: 40,207 shares 40,207 $5.76M 0.32% +4,111 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: 14,150 shares; 2024Q4: 14,039 shares; 2025Q1: 13,842 shares; 2025Q2: 15,532 shares; 2025Q3: 15,638 shares; 2025Q4: 16,262 shares 16,262 $5.63M 0.31% +624 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: 281,249 shares; 2024Q4: 288,657 shares; 2025Q1: 288,466 shares; 2025Q2: 287,906 shares; 2025Q3: 306,199 shares; 2025Q4: 229,106 shares 229,106 $5.55M 0.31% -77,093 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: 10,212 shares; 2024Q4: 10,487 shares; 2025Q1: 10,071 shares; 2025Q2: 9,911 shares; 2025Q3: 13,509 shares; 2025Q4: 15,757 shares 15,757 $5.53M 0.31% +2,248 Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,088 shares; 2024Q4: 16,179 shares; 2025Q1: 20,311 shares; 2025Q2: 76,872 shares; 2025Q3: 90,832 shares; 2025Q4: 107,958 shares 107,958 $5.45M 0.3% +17,126 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: 730 shares; 2024Q4: 658 shares; 2025Q1: 590 shares; 2025Q2: 590 shares; 2025Q3: 654 shares; 2025Q4: 24,440 shares 24,440 $5.37M 0.3% +23,786 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,680 shares; 2024Q4: 7,173 shares; 2025Q1: 7,273 shares; 2025Q2: 7,383 shares; 2025Q3: 5,806 shares; 2025Q4: 10,561 shares 10,561 $5.31M 0.29% +4,755 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: 400 shares; 2025Q4: 55,745 shares 55,745 $5.1M 0.28% +55,345 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: 7,236 shares; 2024Q4: 7,234 shares; 2025Q1: 7,618 shares; 2025Q2: 7,671 shares; 2025Q3: 7,840 shares; 2025Q4: 8,018 shares 8,018 $4.93M 0.27% +178 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 83,129 shares 83,129 $4.88M 0.27% new 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: 4,966 shares; 2024Q4: 4,719 shares; 2025Q1: 4,603 shares; 2025Q2: 4,925 shares; 2025Q3: 5,212 shares; 2025Q4: 6,642 shares 6,642 $4.38M 0.24% +1,430 Timeline WSBC WESBANCO INC More: the full row for WESBANCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 955 shares; 2024Q4: 170,955 shares; 2025Q1: 170,955 shares; 2025Q2: 127,798 shares; 2025Q3: 126,548 shares; 2025Q4: 124,895 shares 124,895 $4.2M 0.23% -1,653 Timeline QLTY GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 105,026 shares 105,026 $4.04M 0.22% new Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,621 shares; 2024Q4: 5,528 shares; 2025Q1: 4,996 shares; 2025Q2: 5,068 shares; 2025Q3: 7,677 shares; 2025Q4: 7,890 shares 7,890 $4.03M 0.22% +213 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: 14,148 shares; 2024Q4: 15,000 shares; 2025Q1: 14,371 shares; 2025Q2: 14,451 shares; 2025Q3: 15,660 shares; 2025Q4: 18,969 shares 18,969 $3.93M 0.22% +3,309 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,596 shares; 2024Q4: 156,689 shares; 2025Q1: 162,334 shares; 2025Q2: 166,255 shares; 2025Q3: 167,855 shares; 2025Q4: 169,984 shares 169,984 $3.75M 0.21% +2,129 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: 6,572 shares; 2024Q4: 5,618 shares; 2025Q1: 5,365 shares; 2025Q2: 6,566 shares; 2025Q3: 6,690 shares; 2025Q4: 11,675 shares 11,675 $3.66M 0.2% +4,985 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50,232 shares 50,232 $3.5M 0.19% new 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: 4,473 shares; 2024Q4: 5,413 shares; 2025Q1: 5,351 shares; 2025Q2: 5,373 shares; 2025Q3: 7,044 shares; 2025Q4: 10,468 shares 10,468 $3.43M 0.19% +3,424 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: 6,165 shares; 2024Q4: 5,801 shares; 2025Q1: 5,629 shares; 2025Q2: 7,586 shares; 2025Q3: 8,082 shares; 2025Q4: 17,539 shares 17,539 $3.42M 0.19% +9,457 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40,908 shares 40,908 $3.37M 0.19% new 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: 286 shares; 2024Q4: 382 shares; 2025Q1: 401 shares; 2025Q2: 307 shares; 2025Q3: 305 shares; 2025Q4: 11,448 shares 11,448 $3.32M 0.18% +11,143 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,647 shares; 2024Q4: 138,764 shares; 2025Q1: 144,657 shares; 2025Q2: 148,706 shares; 2025Q3: 150,295 shares; 2025Q4: 152,429 shares 152,429 $3.22M 0.18% +2,134 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,007 shares; 2024Q4: 42,801 shares; 2025Q1: 42,053 shares; 2025Q2: 64,571 shares; 2025Q3: 68,698 shares; 2025Q4: 67,765 shares 67,765 $3.19M 0.18% -933 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: 6,105 shares; 2024Q4: 5,924 shares; 2025Q1: 6,089 shares; 2025Q2: 6,089 shares; 2025Q3: 6,102 shares; 2025Q4: 14,503 shares 14,503 $3.15M 0.17% +8,401 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: 48,554 shares; 2024Q4: 46,242 shares; 2025Q1: 24,759 shares; 2025Q2: 26,268 shares; 2025Q3: 30,463 shares; 2025Q4: 55,764 shares 55,764 $3.07M 0.17% +25,301 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: 6,506 shares; 2024Q4: 7,364 shares; 2025Q1: 7,152 shares; 2025Q2: 7,264 shares; 2025Q3: 8,938 shares; 2025Q4: 8,872 shares 8,872 $3.05M 0.17% -66 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: 2,955 shares; 2024Q4: 3,515 shares; 2025Q1: 3,400 shares; 2025Q2: 1,287 shares; 2025Q3: 3,081 shares; 2025Q4: 5,204 shares 5,204 $3.02M 0.17% +2,123 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: 2,850 shares; 2024Q4: 2,541 shares; 2025Q1: 2,472 shares; 2025Q2: 2,891 shares; 2025Q3: 2,495 shares; 2025Q4: 2,765 shares 2,765 $2.97M 0.16% +270 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: 500 shares; 2024Q4: 145 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,072 shares 37,072 $2.92M 0.16% new Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,713 shares 30,713 $2.87M 0.16% new 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: 10,508 shares; 2024Q4: 10,878 shares; 2025Q1: 10,796 shares; 2025Q2: 10,822 shares; 2025Q3: 10,823 shares; 2025Q4: 12,399 shares 12,399 $2.83M 0.16% +1,576 Timeline SPHY 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: 117,558 shares; 2024Q4: 118,089 shares; 2025Q1: 119,359 shares; 2025Q2: 118,254 shares; 2025Q3: 118,639 shares; 2025Q4: 119,148 shares 119,148 $2.82M 0.16% +509 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: 20,940 shares; 2024Q4: 21,125 shares; 2025Q1: 21,213 shares; 2025Q2: 19,459 shares; 2025Q3: 20,473 shares; 2025Q4: 23,132 shares 23,132 $2.78M 0.15% +2,659 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: 19,280 shares; 2024Q4: 19,960 shares; 2025Q1: 19,135 shares; 2025Q2: 18,911 shares; 2025Q3: 20,432 shares; 2025Q4: 24,556 shares 24,556 $2.74M 0.15% +4,124 Timeline IBDX 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: 94,562 shares; 2024Q4: 96,021 shares; 2025Q1: 100,772 shares; 2025Q2: 103,927 shares; 2025Q3: 105,044 shares; 2025Q4: 106,498 shares 106,498 $2.72M 0.15% +1,454 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: 20,850 shares; 2024Q4: 20,789 shares; 2025Q1: 19,697 shares; 2025Q2: 19,696 shares; 2025Q3: 19,654 shares; 2025Q4: 19,642 shares 19,642 $2.69M 0.15% -12 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: 3,274 shares; 2024Q4: 3,474 shares; 2025Q1: 3,663 shares; 2025Q2: 4,632 shares; 2025Q3: 4,750 shares; 2025Q4: 5,963 shares 5,963 $2.68M 0.15% +1,213 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: 14,476 shares; 2024Q4: 25,096 shares; 2025Q1: 13,543 shares; 2025Q2: 23,701 shares; 2025Q3: 23,701 shares; 2025Q4: 24,241 shares 24,241 $2.6M 0.14% +540 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,981 shares; 2024Q4: 2,698 shares; 2025Q1: 2,613 shares; 2025Q2: 2,613 shares; 2025Q3: 2,921 shares; 2025Q4: 8,341 shares 8,341 $2.57M 0.14% +5,420 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: 15,951 shares; 2024Q4: 21,211 shares; 2025Q1: 19,697 shares; 2025Q2: 17,582 shares; 2025Q3: 26,001 shares; 2025Q4: 31,705 shares 31,705 $2.55M 0.14% +5,704 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: 731 shares; 2024Q4: 731 shares; 2025Q1: 713 shares; 2025Q2: 713 shares; 2025Q3: 724 shares; 2025Q4: 4,855 shares 4,855 $2.48M 0.14% +4,131 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: 2,706 shares; 2024Q4: 2,727 shares; 2025Q1: 2,641 shares; 2025Q2: 2,648 shares; 2025Q3: 3,233 shares; 2025Q4: 6,358 shares 6,358 $2.35M 0.13% +3,125 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: 1,759 shares; 2024Q4: 1,778 shares; 2025Q1: 2,476 shares; 2025Q2: 1,537 shares; 2025Q3: 1,653 shares; 2025Q4: 36,271 shares 36,271 $2.27M 0.13% +34,618 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: 21,271 shares; 2024Q4: 25,542 shares; 2025Q1: 25,060 shares; 2025Q2: 24,328 shares; 2025Q3: 27,873 shares; 2025Q4: 29,406 shares 29,406 $2.27M 0.13% +1,533 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: 9,966 shares; 2024Q4: 10,053 shares; 2025Q1: 9,863 shares; 2025Q2: 9,809 shares; 2025Q3: 10,565 shares; 2025Q4: 12,243 shares 12,243 $2.25M 0.12% +1,678 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: 15,922 shares; 2024Q4: 16,184 shares; 2025Q1: 15,331 shares; 2025Q2: 15,170 shares; 2025Q3: 17,212 shares; 2025Q4: 31,279 shares 31,279 $2.19M 0.12% +14,067 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: 1,264 shares; 2024Q4: 1,270 shares; 2025Q1: 1,289 shares; 2025Q2: 1,287 shares; 2025Q3: 1,303 shares; 2025Q4: 3,738 shares 3,738 $2.14M 0.12% +2,435 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: 13,417 shares; 2024Q4: 13,202 shares; 2025Q1: 12,956 shares; 2025Q2: 12,948 shares; 2025Q3: 12,948 shares; 2025Q4: 12,951 shares 12,951 $2.13M 0.12% +3 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,275 shares 26,275 $2.05M 0.11% new 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: 17,180 shares; 2024Q4: 16,560 shares; 2025Q1: 15,313 shares; 2025Q2: 15,826 shares; 2025Q3: 15,801 shares; 2025Q4: 19,236 shares 19,236 $2.04M 0.11% +3,435 Timeline IBDY 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: 66,697 shares; 2024Q4: 67,708 shares; 2025Q1: 72,151 shares; 2025Q2: 74,904 shares; 2025Q3: 75,671 shares; 2025Q4: 76,699 shares 76,699 $2M 0.11% +1,028 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: 4,290 shares; 2024Q4: 4,414 shares; 2025Q1: 4,101 shares; 2025Q2: 4,100 shares; 2025Q3: 5,046 shares; 2025Q4: 8,660 shares 8,660 $2M 0.11% +3,614 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,212 shares; 2024Q4: 34,225 shares; 2025Q1: 26,587 shares; 2025Q2: 65,493 shares; 2025Q3: 64,656 shares; 2025Q4: 64,050 shares 64,050 $1.93M 0.11% -606 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: 8,084 shares; 2024Q4: 9,296 shares; 2025Q1: 9,106 shares; 2025Q2: 10,851 shares; 2025Q3: 11,379 shares; 2025Q4: 12,428 shares 12,428 $1.89M 0.1% +1,049 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,560 shares 25,560 $1.88M 0.1% new Timeline HLMN HILLMAN SOLUTIONS CORP More: the full row for HILLMAN SOLUTIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 262,498 shares; 2024Q4: 230,338 shares; 2025Q1: 230,338 shares; 2025Q2: 230,338 shares; 2025Q3: 220,338 shares; 2025Q4: 212,838 shares 212,838 $1.84M 0.1% -7,500 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: 40,582 shares; 2024Q4: 40,996 shares; 2025Q1: 40,996 shares; 2025Q2: 41,501 shares; 2025Q3: 41,501 shares; 2025Q4: 41,315 shares 41,315 $1.83M 0.1% -186 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: 11,990 shares; 2024Q4: 11,878 shares; 2025Q1: 11,899 shares; 2025Q2: 11,919 shares; 2025Q3: 11,938 shares; 2025Q4: 12,725 shares 12,725 $1.83M 0.1% +787 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,668 shares; 2024Q4: 6,779 shares; 2025Q1: 6,291 shares; 2025Q2: 6,320 shares; 2025Q3: 8,968 shares; 2025Q4: 14,663 shares 14,663 $1.8M 0.1% +5,695 Timeline MVIS MICROVISION INC DEL More: the full row for MICROVISION INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,003,648 shares; 2024Q4: 983,660 shares; 2025Q1: 1,851,660 shares; 2025Q2: 1,866,419 shares; 2025Q3: 1,907,907 shares; 2025Q4: 2,090,419 shares 2,090,419 $1.73M 0.1% +182,512 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: 4,238 shares; 2024Q4: 6,338 shares; 2025Q1: 6,580 shares; 2025Q2: 13,114 shares; 2025Q3: 13,205 shares; 2025Q4: 13,533 shares 13,533 $1.65M 0.09% +328 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: 871 shares; 2024Q4: 871 shares; 2025Q1: 871 shares; 2025Q2: 871 shares; 2025Q3: 871 shares; 2025Q4: 20,045 shares 20,045 $1.63M 0.09% +19,174 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29 shares; 2024Q4: 29 shares; 2025Q1: 29 shares; 2025Q2: 29 shares; 2025Q3: 20,609 shares; 2025Q4: 20,609 shares 20,609 $1.62M 0.09% 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: 6,023 shares; 2024Q4: 4,948 shares; 2025Q1: 8,335 shares; 2025Q2: 28,615 shares; 2025Q3: 28,390 shares; 2025Q4: 30,068 shares 30,068 $1.61M 0.09% +1,678 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 869 shares; 2024Q4: 881 shares; 2025Q1: 828 shares; 2025Q2: 12,240 shares; 2025Q3: 16,910 shares; 2025Q4: 17,278 shares 17,278 $1.58M 0.09% +368 Timeline CATH 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: 18,122 shares; 2024Q4: 17,395 shares; 2025Q1: 17,493 shares; 2025Q2: 17,620 shares; 2025Q3: 17,586 shares; 2025Q4: 18,727 shares 18,727 $1.54M 0.09% +1,141 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: 4,810 shares; 2024Q4: 4,816 shares; 2025Q1: 4,748 shares; 2025Q2: 4,707 shares; 2025Q3: 4,748 shares; 2025Q4: 5,009 shares 5,009 $1.53M 0.08% +261 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,730 shares; 2024Q4: 6,730 shares; 2025Q1: 6,713 shares; 2025Q2: 7,257 shares; 2025Q3: 7,192 shares; 2025Q4: 7,186 shares 7,186 $1.5M 0.08% -6 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,192 shares; 2024Q4: 1,178 shares; 2025Q1: 1,158 shares; 2025Q2: 1,338 shares; 2025Q3: 1,348 shares; 2025Q4: 15,960 shares 15,960 $1.5M 0.08% +14,612 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: 2,403 shares; 2024Q4: 2,522 shares; 2025Q1: 2,501 shares; 2025Q2: 2,670 shares; 2025Q3: 2,670 shares; 2025Q4: 5,675 shares 5,675 $1.47M 0.08% +3,005 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: 29,379 shares; 2024Q4: 29,451 shares; 2025Q1: 29,167 shares; 2025Q2: 28,991 shares; 2025Q3: 28,991 shares; 2025Q4: 28,991 shares 28,991 $1.43M 0.08% 0 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: 28,938 shares; 2024Q4: 37,757 shares; 2025Q1: 37,380 shares; 2025Q2: 34,229 shares; 2025Q3: 38,567 shares; 2025Q4: 38,496 shares 38,496 $1.42M 0.08% -71 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,251 shares 13,251 $1.33M 0.07% new 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: 6,482 shares; 2024Q4: 6,607 shares; 2025Q1: 6,253 shares; 2025Q2: 5,195 shares; 2025Q3: 6,194 shares; 2025Q4: 7,514 shares 7,514 $1.29M 0.07% +1,320 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,191 shares; 2024Q4: 2,332 shares; 2025Q1: 2,271 shares; 2025Q2: 1,176 shares; 2025Q3: 2,102 shares; 2025Q4: 3,241 shares 3,241 $1.26M 0.07% +1,139 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,415 shares; 2024Q4: 8,988 shares; 2025Q1: 8,196 shares; 2025Q2: 7,934 shares; 2025Q3: 7,535 shares; 2025Q4: 8,696 shares 8,696 $1.26M 0.07% +1,161 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,932 shares; 2024Q4: 11,937 shares; 2025Q1: 11,941 shares; 2025Q2: 10,881 shares; 2025Q3: 10,884 shares; 2025Q4: 10,939 shares 10,939 $1.24M 0.07% +55 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: 7,107 shares; 2024Q4: 6,608 shares; 2025Q1: 6,635 shares; 2025Q2: 6,724 shares; 2025Q3: 6,783 shares; 2025Q4: 12,320 shares 12,320 $1.23M 0.07% +5,537 Timeline IBCA 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: 27,205 shares; 2025Q4: 47,419 shares 47,419 $1.23M 0.07% +20,214 Timeline MOTI 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,428 shares 33,428 $1.23M 0.07% new Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,095 shares; 2024Q4: 6,965 shares; 2025Q1: 6,707 shares; 2025Q2: 18,606 shares; 2025Q3: 24,567 shares; 2025Q4: 24,609 shares 24,609 $1.22M 0.07% +42 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: 392 shares; 2024Q4: 392 shares; 2025Q1: 392 shares; 2025Q2: 415 shares; 2025Q3: 155 shares; 2025Q4: 18,560 shares 18,560 $1.2M 0.07% +18,405 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: 5,555 shares 5,555 $1.19M 0.07% new Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,816 shares; 2024Q4: 27,500 shares; 2025Q1: 28,284 shares; 2025Q2: 27,272 shares; 2025Q3: 47,006 shares; 2025Q4: 50,158 shares 50,158 $1.19M 0.07% +3,152 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: 11,492 shares; 2024Q4: 34,474 shares; 2025Q1: 31,857 shares; 2025Q2: 31,857 shares; 2025Q3: 30,250 shares; 2025Q4: 45,086 shares 45,086 $1.18M 0.07% +14,836 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: 3,346 shares; 2024Q4: 3,366 shares; 2025Q1: 3,033 shares; 2025Q2: 3,042 shares; 2025Q3: 3,681 shares; 2025Q4: 3,711 shares 3,711 $1.18M 0.07% +30 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: 1,312 shares; 2024Q4: 1,308 shares; 2025Q1: 1,284 shares; 2025Q2: 4,215 shares; 2025Q3: 5,265 shares; 2025Q4: 4,743 shares 4,743 $1.15M 0.06% -522 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: 4,618 shares; 2024Q4: 4,649 shares; 2025Q1: 4,518 shares; 2025Q2: 4,510 shares; 2025Q3: 5,373 shares; 2025Q4: 7,013 shares 7,013 $1.12M 0.06% +1,640 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 255 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 510 shares 510 $1.1M 0.06% +310 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 261 shares; 2024Q4: 261 shares; 2025Q1: 261 shares; 2025Q2: 261 shares; 2025Q3: 261 shares; 2025Q4: 17,168 shares 17,168 $1.07M 0.06% +16,907 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: 2,558 shares; 2024Q4: 2,578 shares; 2025Q1: 2,403 shares; 2025Q2: 2,312 shares; 2025Q3: 2,338 shares; 2025Q4: 3,187 shares 3,187 $1.05M 0.06% +849 Timeline IBDZ 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: 32,857 shares; 2025Q3: 32,857 shares; 2025Q4: 38,523 shares 38,523 $1.02M 0.06% +5,666 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: 14,120 shares; 2024Q4: 14,321 shares; 2025Q1: 13,871 shares; 2025Q2: 13,865 shares; 2025Q3: 16,370 shares; 2025Q4: 17,085 shares 17,085 $1M 0.06% +715 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: 634 shares; 2024Q4: 634 shares; 2025Q1: 654 shares; 2025Q2: 633 shares; 2025Q3: 655 shares; 2025Q4: 1,162 shares 1,162 $1M 0.06% +507 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,126 shares; 2024Q4: 6,126 shares; 2025Q1: 6,126 shares; 2025Q2: 6,126 shares; 2025Q3: 6,126 shares; 2025Q4: 6,126 shares 6,126 $993K 0.05% 0 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: 1,550 shares; 2024Q4: 1,550 shares; 2025Q1: 1,931 shares; 2025Q2: 1,907 shares; 2025Q3: 1,907 shares; 2025Q4: 4,694 shares 4,694 $982K 0.05% +2,787 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,723 shares; 2024Q4: 4,498 shares; 2025Q1: 4,457 shares; 2025Q2: 16,093 shares; 2025Q3: 17,106 shares; 2025Q4: 16,766 shares 16,766 $964K 0.05% -340 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: 1,860 shares; 2024Q4: 1,855 shares; 2025Q1: 1,806 shares; 2025Q2: 1,797 shares; 2025Q3: 2,430 shares; 2025Q4: 3,204 shares 3,204 $949K 0.05% +774 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,426 shares; 2024Q4: 3,278 shares; 2025Q1: 3,182 shares; 2025Q2: 2,771 shares; 2025Q3: 2,591 shares; 2025Q4: 2,034 shares 2,034 $923K 0.05% -557 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: 1,100 shares; 2024Q4: 2,158 shares; 2025Q1: 2,160 shares; 2025Q2: 2,158 shares; 2025Q3: 2,777 shares; 2025Q4: 2,733 shares 2,733 $920K 0.05% -44 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: 7,594 shares; 2024Q4: 7,627 shares; 2025Q1: 7,220 shares; 2025Q2: 7,243 shares; 2025Q3: 7,324 shares; 2025Q4: 7,868 shares 7,868 $918K 0.05% +544 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: 1,066 shares; 2024Q4: 994 shares; 2025Q1: 954 shares; 2025Q2: 943 shares; 2025Q3: 1,163 shares; 2025Q4: 1,599 shares 1,599 $913K 0.05% +436 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: 2,144 shares; 2024Q4: 2,253 shares; 2025Q1: 4,602 shares; 2025Q2: 4,001 shares; 2025Q3: 4,061 shares; 2025Q4: 4,654 shares 4,654 $908K 0.05% +593 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,287 shares; 2024Q4: 9,526 shares; 2025Q1: 8,483 shares; 2025Q2: 8,485 shares; 2025Q3: 8,633 shares; 2025Q4: 9,427 shares 9,427 $907K 0.05% +794 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,503 shares; 2024Q4: 8,689 shares; 2025Q1: 6,445 shares; 2025Q2: 6,446 shares; 2025Q3: 6,415 shares; 2025Q4: 6,417 shares 6,417 $905K 0.05% +2 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,158 shares; 2024Q4: 4,519 shares; 2025Q1: 4,420 shares; 2025Q2: 4,628 shares; 2025Q3: 4,577 shares; 2025Q4: 5,186 shares 5,186 $900K 0.05% +609 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,115 shares 19,115 $890K 0.05% new 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: 22,529 shares; 2024Q4: 27,375 shares; 2025Q1: 26,709 shares; 2025Q2: 26,733 shares; 2025Q3: 25,200 shares; 2025Q4: 29,582 shares 29,582 $884K 0.05% +4,382 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,446 shares 5,446 $882K 0.05% new Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,986 shares; 2024Q4: 4,273 shares; 2025Q1: 4,220 shares; 2025Q2: 4,325 shares; 2025Q3: 4,359 shares; 2025Q4: 4,940 shares 4,940 $877K 0.05% +581 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,047 shares; 2024Q4: 6,154 shares; 2025Q1: 5,892 shares; 2025Q2: 5,877 shares; 2025Q3: 8,852 shares; 2025Q4: 9,790 shares 9,790 $868K 0.05% +938 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,513 shares; 2024Q4: 7,748 shares; 2025Q1: 7,411 shares; 2025Q2: 7,161 shares; 2025Q3: 8,780 shares; 2025Q4: 9,294 shares 9,294 $866K 0.05% +514 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,030 shares; 2024Q4: 14,154 shares; 2025Q1: 14,810 shares; 2025Q2: 12,858 shares; 2025Q3: 11,440 shares; 2025Q4: 8,651 shares 8,651 $858K 0.05% -2,789 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: 7,135 shares; 2024Q4: 7,135 shares; 2025Q1: 7,109 shares; 2025Q2: 7,583 shares; 2025Q3: 7,480 shares; 2025Q4: 15,886 shares 15,886 $857K 0.05% +8,406 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 777 shares; 2024Q4: 801 shares; 2025Q1: 753 shares; 2025Q2: 731 shares; 2025Q3: 997 shares; 2025Q4: 1,032 shares 1,032 $847K 0.05% +35 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,916 shares; 2024Q4: 3,150 shares; 2025Q1: 3,258 shares; 2025Q2: 3,296 shares; 2025Q3: 3,261 shares; 2025Q4: 3,295 shares 3,295 $845K 0.05% +34 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: 5,972 shares; 2024Q4: 5,961 shares; 2025Q1: 5,962 shares; 2025Q2: 5,963 shares; 2025Q3: 5,965 shares; 2025Q4: 5,966 shares 5,966 $842K 0.05% +1 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: 6,707 shares; 2024Q4: 6,681 shares; 2025Q1: 6,668 shares; 2025Q2: 6,806 shares; 2025Q3: 6,408 shares; 2025Q4: 6,507 shares 6,507 $840K 0.05% +99 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: 3,645 shares; 2024Q4: 3,645 shares; 2025Q1: 3,476 shares; 2025Q2: 3,476 shares; 2025Q3: 3,491 shares; 2025Q4: 3,526 shares 3,526 $775K 0.04% +35 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: 13,634 shares; 2024Q4: 13,634 shares; 2025Q1: 13,634 shares; 2025Q2: 13,634 shares; 2025Q3: 13,634 shares; 2025Q4: 13,734 shares 13,734 $752K 0.04% +100 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: 13,154 shares; 2024Q4: 12,278 shares; 2025Q1: 11,147 shares; 2025Q2: 8,468 shares; 2025Q3: 8,582 shares; 2025Q4: 18,400 shares 18,400 $749K 0.04% +9,818 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,617 shares; 2024Q4: 23,026 shares; 2025Q1: 23,026 shares; 2025Q2: 23,052 shares; 2025Q3: 22,247 shares; 2025Q4: 22,695 shares 22,695 $743K 0.04% +448 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: 557 shares; 2024Q4: 553 shares; 2025Q1: 535 shares; 2025Q2: 535 shares; 2025Q3: 566 shares; 2025Q4: 3,066 shares 3,066 $739K 0.04% +2,500 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: 555 shares; 2024Q4: 550 shares; 2025Q1: 533 shares; 2025Q2: 513 shares; 2025Q3: 520 shares; 2025Q4: 1,131 shares 1,131 $739K 0.04% +611 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: 1,429 shares; 2024Q4: 1,429 shares; 2025Q1: 1,429 shares; 2025Q2: 1,429 shares; 2025Q3: 1,420 shares; 2025Q4: 1,554 shares 1,554 $736K 0.04% +134 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: 8,211 shares; 2024Q4: 8,374 shares; 2025Q1: 5,728 shares; 2025Q2: 5,355 shares; 2025Q3: 6,146 shares; 2025Q4: 6,385 shares 6,385 $730K 0.04% +239 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: 1,840 shares; 2024Q4: 1,840 shares; 2025Q1: 1,840 shares; 2025Q2: 1,840 shares; 2025Q3: 1,840 shares; 2025Q4: 4,426 shares 4,426 $712K 0.04% +2,586 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: 499 shares; 2025Q1: 507 shares; 2025Q2: 567 shares; 2025Q3: 569 shares; 2025Q4: 662 shares 662 $708K 0.04% +93 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: 26,403 shares; 2024Q4: 4,089 shares; 2025Q1: 26,048 shares; 2025Q2: 3,678 shares; 2025Q3: 3,862 shares; 2025Q4: 13,590 shares 13,590 $683K 0.04% +9,728 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: 18,408 shares; 2024Q4: 17,897 shares; 2025Q1: 20,479 shares; 2025Q2: 14,361 shares; 2025Q3: 14,580 shares; 2025Q4: 27,176 shares 27,176 $677K 0.04% +12,596 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 198 shares; 2024Q4: 2,563 shares; 2025Q1: 2,563 shares; 2025Q2: 198 shares; 2025Q3: 198 shares; 2025Q4: 7,494 shares 7,494 $675K 0.04% +7,296 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: 8,645 shares; 2024Q4: 8,645 shares; 2025Q1: 13,158 shares; 2025Q2: 8,934 shares; 2025Q3: 8,934 shares; 2025Q4: 8,934 shares 8,934 $674K 0.04% 0 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,331 shares; 2024Q4: 22,075 shares; 2025Q1: 21,907 shares; 2025Q2: 12,601 shares; 2025Q3: 23,629 shares; 2025Q4: 18,397 shares 18,397 $671K 0.04% -5,232 Timeline EMLP 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: 17,179 shares; 2024Q4: 17,229 shares; 2025Q1: 17,283 shares; 2025Q2: 17,338 shares; 2025Q3: 17,394 shares; 2025Q4: 17,395 shares 17,395 $659K 0.04% +1 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,004 shares; 2024Q4: 4,052 shares; 2025Q1: 3,966 shares; 2025Q2: 3,952 shares; 2025Q3: 3,952 shares; 2025Q4: 4,016 shares 4,016 $653K 0.04% +64 Timeline AFG AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,114 shares; 2024Q4: 4,358 shares; 2025Q1: 4,418 shares; 2025Q2: 4,418 shares; 2025Q3: 4,418 shares; 2025Q4: 4,768 shares 4,768 $652K 0.04% +350 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: 4,084 shares; 2024Q4: 4,186 shares; 2025Q1: 4,099 shares; 2025Q2: 4,002 shares; 2025Q3: 4,055 shares; 2025Q4: 5,188 shares 5,188 $650K 0.04% +1,133 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,156 shares; 2024Q4: 1,110 shares; 2025Q1: 1,084 shares; 2025Q2: 1,178 shares; 2025Q3: 1,169 shares; 2025Q4: 1,341 shares 1,341 $649K 0.04% +172 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,344 shares; 2024Q4: 4,847 shares; 2025Q1: 4,601 shares; 2025Q2: 4,253 shares; 2025Q3: 4,300 shares; 2025Q4: 5,066 shares 5,066 $647K 0.04% +766 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: 7,750 shares; 2024Q4: 10,384 shares; 2025Q1: 10,647 shares; 2025Q2: 6,470 shares; 2025Q3: 12,214 shares; 2025Q4: 10,006 shares 10,006 $641K 0.04% -2,208 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,200 shares; 2024Q4: 6,193 shares; 2025Q1: 6,588 shares; 2025Q2: 6,588 shares; 2025Q3: 6,588 shares; 2025Q4: 7,195 shares 7,195 $639K 0.04% +607 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: 3,360 shares; 2024Q4: 3,343 shares; 2025Q1: 3,270 shares; 2025Q2: 3,135 shares; 2025Q3: 3,895 shares; 2025Q4: 3,893 shares 3,893 $629K 0.03% -2 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,714 shares; 2024Q4: 1,627 shares; 2025Q1: 1,599 shares; 2025Q2: 1,600 shares; 2025Q3: 1,484 shares; 2025Q4: 4,049 shares 4,049 $627K 0.03% +2,565 Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,427 shares 6,427 $619K 0.03% new Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,403 shares 6,403 $602K 0.03% new 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: 180 shares; 2024Q4: 186 shares; 2025Q1: 180 shares; 2025Q2: 323 shares; 2025Q3: 210 shares; 2025Q4: 1,266 shares 1,266 $593K 0.03% +1,056 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,905 shares; 2024Q4: 3,362 shares; 2025Q1: 3,230 shares; 2025Q2: 2,803 shares; 2025Q3: 3,987 shares; 2025Q4: 4,221 shares 4,221 $584K 0.03% +234 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: 6,829 shares; 2024Q4: 14,678 shares; 2025Q1: 14,678 shares; 2025Q2: 15,052 shares; 2025Q3: 16,554 shares; 2025Q4: 24,286 shares 24,286 $584K 0.03% +7,732 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: 1,114 shares; 2024Q4: 1,006 shares; 2025Q1: 727 shares; 2025Q2: 1,042 shares; 2025Q3: 688 shares; 2025Q4: 5,874 shares 5,874 $583K 0.03% +5,186 Timeline BXMT BLACKSTONE MORTGAGE TRUST IN More: the full row for BLACKSTONE MORTGAGE TRUST IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,086 shares; 2024Q4: 29,086 shares; 2025Q1: 29,086 shares; 2025Q2: 29,086 shares; 2025Q3: 29,086 shares; 2025Q4: 29,086 shares 29,086 $570K 0.03% 0 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: 30,978 shares; 2024Q4: 16,002 shares; 2025Q1: 16,032 shares; 2025Q2: 2,442 shares; 2025Q3: 2,434 shares; 2025Q4: 3,186 shares 3,186 $566K 0.03% +752 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,226 shares; 2024Q4: 1,229 shares; 2025Q1: 1,147 shares; 2025Q2: 1,152 shares; 2025Q3: 1,704 shares; 2025Q4: 1,803 shares 1,803 $559K 0.03% +99 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,076 shares; 2024Q4: 2,077 shares; 2025Q1: 2,049 shares; 2025Q2: 2,049 shares; 2025Q3: 2,065 shares; 2025Q4: 2,435 shares 2,435 $554K 0.03% +370 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,133 shares; 2024Q4: 6,226 shares; 2025Q1: 6,130 shares; 2025Q2: 1,716 shares; 2025Q3: 4,959 shares; 2025Q4: 5,370 shares 5,370 $550K 0.03% +411 Timeline AVES 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: not reported; 2025Q4: 9,346 shares 9,346 $545K 0.03% new Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,139 shares; 2024Q4: 5,240 shares; 2025Q1: 5,108 shares; 2025Q2: 5,078 shares; 2025Q3: 6,319 shares; 2025Q4: 6,237 shares 6,237 $534K 0.03% -82 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,842 shares; 2024Q4: 28,842 shares; 2025Q1: 28,842 shares; 2025Q2: 28,842 shares; 2025Q3: 28,842 shares; 2025Q4: 28,842 shares 28,842 $533K 0.03% 0 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 927 shares; 2024Q4: 1,304 shares; 2025Q1: 1,271 shares; 2025Q2: 977 shares; 2025Q3: 1,574 shares; 2025Q4: 1,543 shares 1,543 $532K 0.03% -31 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: 1,781 shares; 2024Q4: 1,781 shares; 2025Q1: 1,781 shares; 2025Q2: 1,781 shares; 2025Q3: 1,781 shares; 2025Q4: 1,899 shares 1,899 $530K 0.03% +118 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,619 shares; 2024Q4: 4,718 shares; 2025Q1: 4,636 shares; 2025Q2: 5,216 shares; 2025Q3: 5,017 shares; 2025Q4: 5,170 shares 5,170 $527K 0.03% +153 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,816 shares; 2024Q4: 3,765 shares; 2025Q1: 3,765 shares; 2025Q2: 3,765 shares; 2025Q3: 3,765 shares; 2025Q4: 3,765 shares 3,765 $524K 0.03% 0 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,712 shares 4,712 $517K 0.03% new Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 448 shares; 2024Q4: 448 shares; 2025Q1: 441 shares; 2025Q2: 441 shares; 2025Q3: 441 shares; 2025Q4: 6,497 shares 6,497 $515K 0.03% +6,056 Timeline BITQ BITWISE FUNDS TRUST More: the full row for BITWISE FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,720 shares 25,720 $513K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,921 shares 6,921 $511K 0.03% new Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,388 shares 11,388 $509K 0.03% new Timeline CHDN CHURCHILL DOWNS INC More: the full row for CHURCHILL DOWNS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,440 shares; 2025Q1: 4,440 shares; 2025Q2: 4,440 shares; 2025Q3: 4,440 shares; 2025Q4: 4,440 shares 4,440 $507K 0.03% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,263 shares; 2024Q4: 3,196 shares; 2025Q1: 3,082 shares; 2025Q2: 3,056 shares; 2025Q3: 3,096 shares; 2025Q4: 4,209 shares 4,209 $493K 0.03% +1,113 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: 21,000 shares; 2025Q1: 21,052 shares; 2025Q2: 29,845 shares; 2025Q3: 34,248 shares; 2025Q4: 21,335 shares 21,335 $492K 0.03% -12,913 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 5,453 shares; 2025Q3: 5,453 shares; 2025Q4: 5,453 shares 5,453 $480K 0.03% 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: 6,657 shares; 2024Q4: 6,676 shares; 2025Q1: 6,531 shares; 2025Q2: 5,019 shares; 2025Q3: 4,928 shares; 2025Q4: 4,752 shares 4,752 $475K 0.03% -176 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: 1,704 shares; 2024Q4: 1,856 shares; 2025Q1: 1,597 shares; 2025Q2: 1,580 shares; 2025Q3: 2,318 shares; 2025Q4: 2,214 shares 2,214 $474K 0.03% -104 Timeline DEMZ ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,112 shares; 2025Q1: 11,127 shares; 2025Q2: 11,209 shares; 2025Q3: 11,209 shares; 2025Q4: 10,663 shares 10,663 $459K 0.03% -546 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: 7,767 shares; 2024Q4: 7,767 shares; 2025Q1: 7,767 shares; 2025Q2: 7,767 shares; 2025Q3: 7,767 shares; 2025Q4: 8,032 shares 8,032 $456K 0.03% +265 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,676 shares; 2024Q4: 5,676 shares; 2025Q1: 5,676 shares; 2025Q2: 5,676 shares; 2025Q3: 7,340 shares; 2025Q4: 8,392 shares 8,392 $433K 0.02% +1,052 Timeline PWV 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: 6,500 shares; 2024Q4: 6,500 shares; 2025Q1: 6,500 shares; 2025Q2: 6,500 shares; 2025Q3: 6,500 shares; 2025Q4: 6,500 shares 6,500 $432K 0.02% 0 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: 8,835 shares; 2024Q4: 8,835 shares; 2025Q1: 2,638 shares; 2025Q2: 2,638 shares; 2025Q3: 2,638 shares; 2025Q4: 3,465 shares 3,465 $427K 0.02% +827 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: 2,631 shares; 2024Q4: 2,561 shares; 2025Q1: 2,058 shares; 2025Q2: 2,058 shares; 2025Q3: 2,049 shares; 2025Q4: 2,722 shares 2,722 $418K 0.02% +673 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,408 shares 8,408 $416K 0.02% new Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,129 shares; 2024Q4: 1,128 shares; 2025Q1: 1,118 shares; 2025Q2: 1,118 shares; 2025Q3: 1,131 shares; 2025Q4: 1,174 shares 1,174 $413K 0.02% +43 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,132 shares; 2024Q4: 1,132 shares; 2025Q1: 1,124 shares; 2025Q2: 1,124 shares; 2025Q3: 1,131 shares; 2025Q4: 1,149 shares 1,149 $406K 0.02% +18 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,015 shares; 2024Q4: 2,015 shares; 2025Q1: 2,015 shares; 2025Q2: 1,736 shares; 2025Q3: 1,736 shares; 2025Q4: 1,926 shares 1,926 $405K 0.02% +190 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: 786 shares; 2024Q4: 818 shares; 2025Q1: 814 shares; 2025Q2: 814 shares; 2025Q3: 826 shares; 2025Q4: 853 shares 853 $398K 0.02% +27 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: 8,336 shares; 2024Q4: 8,336 shares; 2025Q1: 8,336 shares; 2025Q2: 8,336 shares; 2025Q3: 8,336 shares; 2025Q4: 8,336 shares 8,336 $396K 0.02% 0 Timeline DOL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,885 shares; 2024Q4: 5,885 shares; 2025Q1: 5,885 shares; 2025Q2: 5,885 shares; 2025Q3: 5,885 shares; 2025Q4: 5,885 shares 5,885 $388K 0.02% 0 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,967 shares; 2024Q4: 1,967 shares; 2025Q1: 1,967 shares; 2025Q2: 1,967 shares; 2025Q3: 1,967 shares; 2025Q4: 2,146 shares 2,146 $381K 0.02% +179 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: 15,375 shares; 2024Q4: 15,343 shares; 2025Q1: 15,093 shares; 2025Q2: 12,074 shares; 2025Q3: 11,236 shares; 2025Q4: 15,027 shares 15,027 $373K 0.02% +3,791 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: 9,113 shares; 2024Q4: 9,101 shares; 2025Q1: 9,005 shares; 2025Q2: 9,005 shares; 2025Q3: 9,123 shares; 2025Q4: 10,142 shares 10,142 $368K 0.02% +1,019 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 260 shares; 2024Q4: 259 shares; 2025Q1: 266 shares; 2025Q2: 259 shares; 2025Q3: 267 shares; 2025Q4: 1,044 shares 1,044 $366K 0.02% +777 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: 2,471 shares; 2024Q4: 938 shares; 2025Q1: 491 shares; 2025Q2: 474 shares; 2025Q3: 1,482 shares; 2025Q4: 4,600 shares 4,600 $365K 0.02% +3,118 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 56 shares; 2025Q4: 13,750 shares 13,750 $364K 0.02% +13,694 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: 1,672 shares; 2024Q4: 1,583 shares; 2025Q1: 1,490 shares; 2025Q2: 1,372 shares; 2025Q3: 1,393 shares; 2025Q4: 1,426 shares 1,426 $353K 0.02% +33 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,726 shares; 2024Q4: 11,178 shares; 2025Q1: 11,178 shares; 2025Q2: 11,178 shares; 2025Q3: 12,755 shares; 2025Q4: 12,788 shares 12,788 $348K 0.02% +33 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,040 shares; 2024Q4: 1,040 shares; 2025Q1: 1,031 shares; 2025Q2: 1,031 shares; 2025Q3: 1,023 shares; 2025Q4: 1,100 shares 1,100 $344K 0.02% +77 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,990 shares 3,990 $342K 0.02% new Timeline FLRN 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: 11,086 shares; 2024Q4: 11,190 shares; 2025Q1: 11,243 shares; 2025Q2: 11,318 shares; 2025Q3: 11,394 shares; 2025Q4: 10,967 shares 10,967 $337K 0.02% -427 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,341 shares; 2024Q4: 4,077 shares; 2025Q1: 3,779 shares; 2025Q2: 3,796 shares; 2025Q3: 6,728 shares; 2025Q4: 6,334 shares 6,334 $322K 0.02% -394 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: 3,740 shares; 2024Q4: 3,740 shares; 2025Q1: 3,740 shares; 2025Q2: 5,370 shares; 2025Q3: 5,370 shares; 2025Q4: 5,875 shares 5,875 $321K 0.02% +505 Timeline ALMU AELUMA INC More: the full row for AELUMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,600 shares; 2025Q4: 18,600 shares 18,600 $319K 0.02% +2,000 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: 858 shares; 2024Q4: 718 shares; 2025Q1: 688 shares; 2025Q2: 688 shares; 2025Q3: 386 shares; 2025Q4: 361 shares 361 $317K 0.02% -25 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,492 shares; 2024Q4: 4,493 shares; 2025Q1: 4,330 shares; 2025Q2: 4,337 shares; 2025Q3: 5,299 shares; 2025Q4: 5,259 shares 5,259 $316K 0.02% -40 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN 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: 3,708 shares; 2025Q2: 6,598 shares; 2025Q3: 6,614 shares; 2025Q4: 6,614 shares 6,614 $315K 0.02% 0 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: 10,308 shares; 2024Q4: 10,308 shares; 2025Q1: 10,308 shares; 2025Q2: 10,969 shares; 2025Q3: 10,969 shares; 2025Q4: 9,669 shares 9,669 $310K 0.02% -1,300 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,981 shares; 2024Q4: 9,934 shares; 2025Q1: 9,941 shares; 2025Q2: 9,934 shares; 2025Q3: 10,162 shares; 2025Q4: 10,845 shares 10,845 $309K 0.02% +683 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121 shares; 2024Q4: 1,308 shares; 2025Q1: 1,309 shares; 2025Q2: 1,311 shares; 2025Q3: 1,312 shares; 2025Q4: 1,354 shares 1,354 $304K 0.02% +42 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: 2,431 shares; 2024Q4: 2,425 shares; 2025Q1: 2,411 shares; 2025Q2: 2,411 shares; 2025Q3: 2,435 shares; 2025Q4: 2,504 shares 2,504 $301K 0.02% +69 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: 1,745 shares; 2024Q4: 1,745 shares; 2025Q1: 1,706 shares; 2025Q2: 1,706 shares; 2025Q3: 1,718 shares; 2025Q4: 1,605 shares 1,605 $298K 0.02% -113 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116 shares; 2024Q4: 3,072 shares; 2025Q1: 4,868 shares; 2025Q2: 4,964 shares; 2025Q3: 4,338 shares; 2025Q4: 5,632 shares 5,632 $296K 0.02% +1,294 Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,621 shares; 2024Q4: 1,621 shares; 2025Q1: 1,621 shares; 2025Q2: 1,221 shares; 2025Q3: 1,221 shares; 2025Q4: 1,471 shares 1,471 $294K 0.02% +250 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,505 shares; 2024Q4: 5,505 shares; 2025Q1: 5,505 shares; 2025Q2: 5,505 shares; 2025Q3: 6,300 shares; 2025Q4: 6,485 shares 6,485 $293K 0.02% +185 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: 2,870 shares; 2024Q4: 2,900 shares; 2025Q1: 2,692 shares; 2025Q2: 2,580 shares; 2025Q3: 2,621 shares; 2025Q4: 3,125 shares 3,125 $293K 0.02% +504 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 301 shares; 2024Q4: 301 shares; 2025Q1: 251 shares; 2025Q2: 248 shares; 2025Q3: 197 shares; 2025Q4: 239 shares 239 $291K 0.02% +42 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,521 shares; 2024Q4: 3,522 shares; 2025Q1: 3,514 shares; 2025Q2: 3,515 shares; 2025Q3: 3,529 shares; 2025Q4: 3,674 shares 3,674 $290K 0.02% +145 Timeline RBCAA REPUBLIC BANCORP INC KY More: the full row for REPUBLIC BANCORP INC KY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,105 shares 4,105 $285K 0.02% +105 Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,540 shares; 2024Q4: 9,794 shares; 2025Q1: 10,531 shares; 2025Q2: 11,154 shares; 2025Q3: 22,436 shares; 2025Q4: 15,740 shares 15,740 $285K 0.02% -6,696 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 453 shares; 2024Q4: 1,812 shares; 2025Q1: 1,812 shares; 2025Q2: 2,139 shares; 2025Q3: 2,242 shares; 2025Q4: 8,582 shares 8,582 $280K 0.02% +6,340 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,405 shares; 2024Q4: 1,405 shares; 2025Q1: 1,035 shares; 2025Q2: 1,035 shares; 2025Q3: 1,033 shares; 2025Q4: 1,126 shares 1,126 $278K 0.02% +93 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: 1,588 shares; 2024Q4: 1,588 shares; 2025Q1: 1,588 shares; 2025Q2: 1,588 shares; 2025Q3: 1,588 shares; 2025Q4: 3,138 shares 3,138 $278K 0.02% +1,550 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 957 shares; 2024Q4: 955 shares; 2025Q1: 949 shares; 2025Q2: 949 shares; 2025Q3: 949 shares; 2025Q4: 949 shares 949 $274K 0.02% 0 Timeline EYPT EYEPOINT INC More: the full row for EYEPOINT 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: 13,772 shares; 2025Q4: 14,921 shares 14,921 $273K 0.02% +1,149 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,226 shares; 2024Q4: 1,523 shares; 2025Q1: 1,502 shares; 2025Q2: 1,234 shares; 2025Q3: 1,801 shares; 2025Q4: 1,811 shares 1,811 $272K 0.02% +10 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,891 shares; 2024Q4: 1,891 shares; 2025Q1: 1,854 shares; 2025Q2: 2,414 shares; 2025Q3: 2,456 shares; 2025Q4: 3,112 shares 3,112 $271K 0.01% +656 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: 290 shares; 2024Q4: 364 shares; 2025Q1: 469 shares; 2025Q2: 2,122 shares; 2025Q3: 2,017 shares; 2025Q4: 2,138 shares 2,138 $269K 0.01% +121 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,248 shares; 2024Q4: 2,248 shares; 2025Q1: 2,284 shares; 2025Q2: 2,284 shares; 2025Q3: 2,325 shares; 2025Q4: 2,325 shares 2,325 $268K 0.01% 0 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 250 shares; 2025Q1: 200 shares; 2025Q2: 1,449 shares; 2025Q3: 1,486 shares; 2025Q4: 1,546 shares 1,546 $265K 0.01% +60 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,998 shares; 2024Q4: 4,048 shares; 2025Q1: 4,048 shares; 2025Q2: 4,048 shares; 2025Q3: 4,048 shares; 2025Q4: 4,052 shares 4,052 $264K 0.01% +4 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,059 shares 2,059 $263K 0.01% new Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,035 shares; 2024Q4: 3,035 shares; 2025Q1: 3,035 shares; 2025Q2: 3,035 shares; 2025Q3: 3,035 shares; 2025Q4: 3,035 shares 3,035 $262K 0.01% 0 Timeline SCHK SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 8,000 shares; 2025Q1: 8,000 shares; 2025Q2: 8,000 shares; 2025Q3: 8,000 shares; 2025Q4: 8,000 shares 8,000 $262K 0.01% 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: 384 shares; 2024Q4: 474 shares; 2025Q1: 464 shares; 2025Q2: 545 shares; 2025Q3: 540 shares; 2025Q4: 965 shares 965 $262K 0.01% +425 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: 2,567 shares; 2024Q4: 2,567 shares; 2025Q1: 2,567 shares; 2025Q2: 2,567 shares; 2025Q3: 2,567 shares; 2025Q4: 2,567 shares 2,567 $261K 0.01% 0 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: 4,158 shares; 2024Q4: 4,158 shares; 2025Q1: 1,215 shares; 2025Q2: 1,215 shares; 2025Q3: 1,215 shares; 2025Q4: 1,215 shares 1,215 $258K 0.01% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141 shares; 2024Q4: 231 shares; 2025Q1: 94 shares; 2025Q2: 138 shares; 2025Q3: 145 shares; 2025Q4: 971 shares 971 $258K 0.01% +826 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,535 shares 2,535 $257K 0.01% new 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: 587 shares; 2024Q4: 586 shares; 2025Q1: 550 shares; 2025Q2: 1,078 shares; 2025Q3: 892 shares; 2025Q4: 1,112 shares 1,112 $255K 0.01% +220 Timeline SPGM 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: 3,282 shares; 2024Q4: 3,279 shares; 2025Q1: 3,279 shares; 2025Q2: 3,279 shares; 2025Q3: 3,279 shares; 2025Q4: 3,280 shares 3,280 $252K 0.01% +1 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: 816 shares; 2024Q4: 930 shares; 2025Q1: 928 shares; 2025Q2: 842 shares; 2025Q3: 888 shares; 2025Q4: 968 shares 968 $250K 0.01% +80 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: 461 shares; 2024Q4: 467 shares; 2025Q1: 422 shares; 2025Q2: 522 shares; 2025Q3: 580 shares; 2025Q4: 3,042 shares 3,042 $249K 0.01% +2,462 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131 shares; 2024Q4: 140 shares; 2025Q1: 173 shares; 2025Q2: 139 shares; 2025Q3: 141 shares; 2025Q4: 1,262 shares 1,262 $245K 0.01% +1,121 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,019 shares; 2024Q4: 3,019 shares; 2025Q1: 3,077 shares; 2025Q2: 3,077 shares; 2025Q3: 3,077 shares; 2025Q4: 5,549 shares 5,549 $242K 0.01% +2,472 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: 26 shares; 2024Q4: 26 shares; 2025Q1: 26 shares; 2025Q2: 84 shares; 2025Q3: 109 shares; 2025Q4: 1,806 shares 1,806 $240K 0.01% +1,697 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: not reported; 2025Q3: 5,969 shares; 2025Q4: 6,034 shares 6,034 $238K 0.01% +65 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,267 shares; 2024Q4: 1,252 shares; 2025Q1: 1,201 shares; 2025Q2: 1,202 shares; 2025Q3: 1,241 shares; 2025Q4: 1,737 shares 1,737 $235K 0.01% +496 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,192 shares 2,192 $234K 0.01% new Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,235 shares; 2025Q4: 1,292 shares 1,292 $233K 0.01% +57 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,833 shares; 2024Q4: 2,048 shares; 2025Q1: 2,055 shares; 2025Q2: 2,055 shares; 2025Q3: 2,163 shares; 2025Q4: 2,317 shares 2,317 $231K 0.01% +154 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: 559 shares; 2024Q4: 562 shares; 2025Q1: 565 shares; 2025Q2: 569 shares; 2025Q3: 572 shares; 2025Q4: 5,161 shares 5,161 $231K 0.01% +4,589 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: 187 shares; 2024Q4: 175 shares; 2025Q1: 130 shares; 2025Q2: 33 shares; 2025Q3: 66 shares; 2025Q4: 808 shares 808 $231K 0.01% +742 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,532 shares; 2024Q4: 1,839 shares; 2025Q1: 1,803 shares; 2025Q2: 1,793 shares; 2025Q3: 1,831 shares; 2025Q4: 2,738 shares 2,738 $231K 0.01% +907 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: 132 shares; 2024Q4: 132 shares; 2025Q1: 122 shares; 2025Q2: 156 shares; 2025Q3: 156 shares; 2025Q4: 434 shares 434 $227K 0.01% +278 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: 1,139 shares; 2025Q1: 1,139 shares; 2025Q2: 1,139 shares; 2025Q3: 1,139 shares; 2025Q4: 1,139 shares 1,139 $225K 0.01% 0 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: 3,895 shares; 2024Q4: 4,061 shares; 2025Q1: 4,061 shares; 2025Q2: 4,353 shares; 2025Q3: 4,353 shares; 2025Q4: 4,487 shares 4,487 $224K 0.01% +134 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: 819 shares; 2024Q4: 905 shares; 2025Q1: 873 shares; 2025Q2: 867 shares; 2025Q3: 665 shares; 2025Q4: 830 shares 830 $223K 0.01% +165 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 3 shares; 2025Q1: not reported; 2025Q2: 227 shares; 2025Q3: 227 shares; 2025Q4: 243 shares 243 $221K 0.01% +16 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: 94 shares; 2024Q4: 89 shares; 2025Q1: 89 shares; 2025Q2: 72 shares; 2025Q3: 72 shares; 2025Q4: 643 shares 643 $221K 0.01% +571 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,373 shares; 2024Q4: 2,450 shares; 2025Q1: 1,459 shares; 2025Q2: 4,062 shares; 2025Q3: 4,181 shares; 2025Q4: 2,868 shares 2,868 $219K 0.01% -1,313 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: 4,266 shares; 2024Q4: 4,266 shares; 2025Q1: 4,266 shares; 2025Q2: 4,266 shares; 2025Q3: 1,888 shares; 2025Q4: 1,513 shares 1,513 $218K 0.01% -375 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180 shares; 2024Q4: 180 shares; 2025Q1: 180 shares; 2025Q2: 180 shares; 2025Q3: 181 shares; 2025Q4: 486 shares 486 $216K 0.01% +305 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares 500 $214K 0.01% 0 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: 550 shares; 2024Q4: 550 shares; 2025Q1: 550 shares; 2025Q2: 550 shares; 2025Q3: 550 shares; 2025Q4: 550 shares 550 $213K 0.01% 0 Timeline DES 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: 3,621 shares; 2024Q4: 3,621 shares; 2025Q1: 3,621 shares; 2025Q2: 3,621 shares; 2025Q3: 5,340 shares; 2025Q4: 6,353 shares 6,353 $213K 0.01% +1,013 Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,564 shares; 2025Q1: 3,564 shares; 2025Q2: 3,564 shares; 2025Q3: 3,564 shares; 2025Q4: 3,564 shares 3,564 $212K 0.01% 0 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 275 shares; 2024Q4: 299 shares; 2025Q1: 274 shares; 2025Q2: 275 shares; 2025Q3: 625 shares; 2025Q4: 743 shares 743 $212K 0.01% +118 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: 1,414 shares; 2024Q4: 1,422 shares; 2025Q1: 1,432 shares; 2025Q2: 1,446 shares; 2025Q3: 1,460 shares; 2025Q4: 1,472 shares 1,472 $211K 0.01% +12 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,803 shares; 2024Q4: 6,109 shares; 2025Q1: 6,291 shares; 2025Q2: 2,293 shares; 2025Q3: 5,513 shares; 2025Q4: 5,734 shares 5,734 $210K 0.01% +221 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,908 shares; 2024Q4: 9,256 shares; 2025Q1: 8,938 shares; 2025Q2: 8,954 shares; 2025Q3: 10,517 shares; 2025Q4: 10,244 shares 10,244 $207K 0.01% -273 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,008 shares; 2024Q4: 2,008 shares; 2025Q1: 2,008 shares; 2025Q2: 2,008 shares; 2025Q3: 2,008 shares; 2025Q4: 2,008 shares 2,008 $206K 0.01% 0 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 633 shares; 2024Q4: 633 shares; 2025Q1: 633 shares; 2025Q2: 633 shares; 2025Q3: 633 shares; 2025Q4: 633 shares 633 $202K 0.01% 0 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: 444 shares; 2024Q4: 440 shares; 2025Q1: 215 shares; 2025Q2: 144 shares; 2025Q3: 174 shares; 2025Q4: 574 shares 574 $201K 0.01% +400 Timeline VPLS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,570 shares 2,570 $201K 0.01% new Timeline MPT MEDICAL PROPERTIES TRUST INC More: the full row for MEDICAL PROPERTIES TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,345 shares; 2024Q4: 39,345 shares; 2025Q1: 39,345 shares; 2025Q2: 39,345 shares; 2025Q3: 39,345 shares; 2025Q4: 39,345 shares 39,345 $200K 0.01% 0 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: 1,203 shares; 2024Q4: 699 shares; 2025Q1: 679 shares; 2025Q2: 830 shares; 2025Q3: 866 shares; 2025Q4: 1,294 shares 1,294 $199K 0.01% +428 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,965 shares; 2024Q4: 5,060 shares; 2025Q1: 5,103 shares; 2025Q2: 4,798 shares; 2025Q3: 4,859 shares; 2025Q4: 4,950 shares 4,950 $199K 0.01% +91 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,669 shares; 2024Q4: 1,662 shares; 2025Q1: 1,654 shares; 2025Q2: 1,447 shares; 2025Q3: 1,485 shares; 2025Q4: 3,410 shares 3,410 $199K 0.01% +1,925 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: not reported; 2024Q4: not reported; 2025Q1: 3,351 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,656 shares 2,656 $197K 0.01% new Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,509 shares; 2024Q4: 1,509 shares; 2025Q1: 1,509 shares; 2025Q2: 1,509 shares; 2025Q3: 1,509 shares; 2025Q4: 1,509 shares 1,509 $196K 0.01% 0 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,405 shares 2,405 $196K 0.01% new 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: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 511 shares; 2025Q4: 503 shares 503 $196K 0.01% -8 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: 6 shares; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 4 shares; 2025Q3: 5 shares; 2025Q4: 36 shares 36 $193K 0.01% +31 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,700 shares; 2024Q4: 1,700 shares; 2025Q1: 1,613 shares; 2025Q2: 1,561 shares; 2025Q3: 1,522 shares; 2025Q4: 2,837 shares 2,837 $190K 0.01% +1,315 Timeline KTB KONTOOR BRANDS INC More: the full row for KONTOOR BRANDS 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: 4 shares; 2025Q2: 4 shares; 2025Q3: not reported; 2025Q4: 3,074 shares 3,074 $188K 0.01% new Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,331 shares; 2024Q4: 8,435 shares; 2025Q1: 8,211 shares; 2025Q2: 4,165 shares; 2025Q3: 8,985 shares; 2025Q4: 6,583 shares 6,583 $186K 0.01% -2,402 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 990 shares; 2024Q4: 990 shares; 2025Q1: 990 shares; 2025Q2: 990 shares; 2025Q3: 990 shares; 2025Q4: 1,922 shares 1,922 $185K 0.01% +932 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,756 shares; 2024Q4: 5,512 shares; 2025Q1: 5,512 shares; 2025Q2: 5,294 shares; 2025Q3: 5,697 shares; 2025Q4: 5,693 shares 5,693 $179K 0.01% -4 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 981 shares; 2024Q4: 981 shares; 2025Q1: 979 shares; 2025Q2: 911 shares; 2025Q3: 965 shares; 2025Q4: 2,053 shares 2,053 $179K 0.01% +1,088 Timeline TNL TRAVEL PLUS LEISURE CO More: the full row for TRAVEL PLUS LEISURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,403 shares; 2024Q4: 2,427 shares; 2025Q1: 2,456 shares; 2025Q2: 2,483 shares; 2025Q3: 2,506 shares; 2025Q4: 2,526 shares 2,526 $178K 0.01% +20 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,136 shares; 2024Q4: 17,038 shares; 2025Q1: 16,940 shares; 2025Q2: 12,053 shares; 2025Q3: 12,053 shares; 2025Q4: 12,419 shares 12,419 $178K 0.01% +366 Timeline STXF EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,139 shares; 2024Q4: 4,177 shares; 2025Q1: 4,223 shares; 2025Q2: 4,063 shares; 2025Q3: 4,074 shares; 2025Q4: 4,035 shares 4,035 $178K 0.01% -39 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22 shares; 2024Q4: 369 shares; 2025Q1: 369 shares; 2025Q2: 369 shares; 2025Q3: 347 shares; 2025Q4: 397 shares 397 $177K 0.01% +50 GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,337 shares 1,337 $177K 0.01% new Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,419 shares; 2024Q4: 1,430 shares; 2025Q1: 1,430 shares; 2025Q2: 1,417 shares; 2025Q3: 1,417 shares; 2025Q4: 1,417 shares 1,417 $176K 0.01% 0 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: 2,605 shares; 2024Q4: 2,605 shares; 2025Q1: 2,605 shares; 2025Q2: 2,605 shares; 2025Q3: 2,605 shares; 2025Q4: 2,605 shares 2,605 $175K 0.01% 0 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,424 shares; 2024Q4: 2,771 shares; 2025Q1: 2,707 shares; 2025Q2: 2,565 shares; 2025Q3: 2,597 shares; 2025Q4: 2,377 shares 2,377 $175K 0.01% -220 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: not reported; 2024Q4: 142 shares; 2025Q1: 142 shares; 2025Q2: 142 shares; 2025Q3: 142 shares; 2025Q4: 163 shares 163 $174K 0.01% +21 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,040 shares; 2024Q4: 2,040 shares; 2025Q1: 2,040 shares; 2025Q2: 2,040 shares; 2025Q3: 2,040 shares; 2025Q4: 4,080 shares 4,080 $174K 0.01% +2,040 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: 6,292 shares; 2024Q4: 6,829 shares; 2025Q1: 6,181 shares; 2025Q2: 6,044 shares; 2025Q3: 6,141 shares; 2025Q4: 6,328 shares 6,328 $174K 0.01% +187 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: not reported; 2024Q4: 131 shares; 2025Q1: 131 shares; 2025Q2: not reported; 2025Q3: 25 shares; 2025Q4: 1,363 shares 1,363 $174K 0.01% +1,338 Timeline VPL 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: 675 shares; 2024Q4: 675 shares; 2025Q1: 675 shares; 2025Q2: 675 shares; 2025Q3: 675 shares; 2025Q4: 1,910 shares 1,910 $173K 0.01% +1,235 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: 1,152 shares; 2024Q4: 1,220 shares; 2025Q1: 754 shares; 2025Q2: 754 shares; 2025Q3: 754 shares; 2025Q4: 754 shares 754 $169K 0.01% 0 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: 4,163 shares; 2024Q4: 2,770 shares; 2025Q1: 2,482 shares; 2025Q2: 2,482 shares; 2025Q3: 2,562 shares; 2025Q4: 3,105 shares 3,105 $168K 0.01% +543 Timeline HCAT HEALTH CATALYST INC More: the full row for HEALTH CATALYST 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: 25,000 shares; 2025Q2: 25,000 shares; 2025Q3: 75,000 shares; 2025Q4: 70,000 shares 70,000 $167K 0.01% -5,000 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: 1,589 shares; 2024Q4: 1,591 shares; 2025Q1: 1,611 shares; 2025Q2: 1,670 shares; 2025Q3: 1,718 shares; 2025Q4: 2,404 shares 2,404 $167K 0.01% +686 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,036 shares; 2024Q4: 954 shares; 2025Q1: 834 shares; 2025Q2: 834 shares; 2025Q3: 849 shares; 2025Q4: 1,007 shares 1,007 $164K 0.01% +158 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: 8 shares; 2025Q1: not reported; 2025Q2: 3,062 shares; 2025Q3: 3,062 shares; 2025Q4: 3,511 shares 3,511 $163K 0.01% +449 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 516 shares; 2024Q4: 516 shares; 2025Q1: 516 shares; 2025Q2: 516 shares; 2025Q3: 516 shares; 2025Q4: 883 shares 883 $163K 0.01% +367 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: 140 shares; 2024Q4: 165 shares; 2025Q1: 146 shares; 2025Q2: 146 shares; 2025Q3: 144 shares; 2025Q4: 377 shares 377 $161K 0.01% +233 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,061 shares; 2024Q4: 1,114 shares; 2025Q1: 1,074 shares; 2025Q2: 1,370 shares; 2025Q3: 1,370 shares; 2025Q4: 1,395 shares 1,395 $157K 0.01% +25 Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,492 shares; 2024Q4: 4,159 shares; 2025Q1: 4,060 shares; 2025Q2: 4,100 shares; 2025Q3: 5,732 shares; 2025Q4: 6,814 shares 6,814 $152K 0.01% +1,082 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 200 shares; 2025Q2: 826 shares; 2025Q3: 826 shares; 2025Q4: 827 shares 827 $149K 0.01% +1 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 635 shares; 2024Q4: 655 shares; 2025Q1: 629 shares; 2025Q2: 2,108 shares; 2025Q3: 2,108 shares; 2025Q4: 3,658 shares 3,658 $147K 0.01% +1,550 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 798 shares; 2024Q4: 714 shares; 2025Q1: 680 shares; 2025Q2: 678 shares; 2025Q3: 929 shares; 2025Q4: 1,026 shares 1,026 $146K 0.01% +97 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: 28 shares; 2024Q4: 2,071 shares; 2025Q1: 2,071 shares; 2025Q2: 2,043 shares; 2025Q3: 2,043 shares; 2025Q4: 2,043 shares 2,043 $146K 0.01% 0 Timeline PFF 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: 5,428 shares; 2025Q3: 4,648 shares; 2025Q4: 4,648 shares 4,648 $144K 0.01% 0 Timeline REM 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: 6,453 shares; 2024Q4: 6,453 shares; 2025Q1: 6,453 shares; 2025Q2: 6,453 shares; 2025Q3: 6,453 shares; 2025Q4: 6,453 shares 6,453 $143K 0.01% 0 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: 1,135 shares; 2024Q4: 141 shares; 2025Q1: 118 shares; 2025Q2: 111 shares; 2025Q3: 112 shares; 2025Q4: 163 shares 163 $143K 0.01% +51 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: 879 shares; 2024Q4: 818 shares; 2025Q1: 808 shares; 2025Q2: 633 shares; 2025Q3: 633 shares; 2025Q4: 1,933 shares 1,933 $142K 0.01% +1,300 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 581 shares; 2024Q4: 624 shares; 2025Q1: 357 shares; 2025Q2: 357 shares; 2025Q3: 363 shares; 2025Q4: 368 shares 368 $141K 0.01% +5 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,055 shares 5,055 $141K 0.01% new 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: 15 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50 shares; 2025Q3: 282 shares; 2025Q4: 462 shares 462 $141K 0.01% +180 Timeline PRM PERIMETER SOLUTIONS INC More: the full row for PERIMETER SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,107 shares 5,107 $141K 0.01% new Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,854 shares 1,854 $138K 0.01% new Timeline SCHY SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,607 shares 4,607 $137K 0.01% new Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 452 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 754 shares 754 $137K 0.01% new Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 381 shares; 2024Q4: 381 shares; 2025Q1: 366 shares; 2025Q2: 366 shares; 2025Q3: 376 shares; 2025Q4: 670 shares 670 $136K 0.01% +294 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: 62 shares; 2024Q4: 62 shares; 2025Q1: 39 shares; 2025Q2: 39 shares; 2025Q3: 47 shares; 2025Q4: 205 shares 205 $136K 0.01% +158 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,735 shares 1,735 $135K 0.01% new Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,206 shares; 2024Q4: 1,329 shares; 2025Q1: 1,703 shares; 2025Q2: 1,329 shares; 2025Q3: 2,592 shares; 2025Q4: 3,702 shares 3,702 $133K 0.01% +1,110 Timeline PDP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,140 shares; 2024Q4: 1,140 shares; 2025Q1: 1,140 shares; 2025Q2: 1,140 shares; 2025Q3: 1,140 shares; 2025Q4: 1,140 shares 1,140 $133K 0.01% 0 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: 111 shares; 2024Q4: 108 shares; 2025Q1: 81 shares; 2025Q2: 81 shares; 2025Q3: 91 shares; 2025Q4: 234 shares 234 $133K 0.01% +143 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,500 shares 2,500 $131K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 865 shares 865 $129K 0.01% new Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 753 shares; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 935 shares 935 $127K 0.01% +185 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,317 shares; 2024Q4: 6,296 shares; 2025Q1: 6,160 shares; 2025Q2: 3,176 shares; 2025Q3: 6,089 shares; 2025Q4: 4,808 shares 4,808 $126K 0.01% -1,281 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 720 shares; 2024Q4: 1,128 shares; 2025Q1: 641 shares; 2025Q2: 641 shares; 2025Q3: 654 shares; 2025Q4: 670 shares 670 $126K 0.01% +16 Timeline HTZ HERTZ GLOBAL HLDGS INC More: the full row for HERTZ GLOBAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,376 shares; 2024Q4: 24,376 shares; 2025Q1: 24,376 shares; 2025Q2: 24,376 shares; 2025Q3: 24,376 shares; 2025Q4: 24,376 shares 24,376 $125K 0.01% 0 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,528 shares; 2024Q4: 5,200 shares; 2025Q1: 3,776 shares; 2025Q2: 3,478 shares; 2025Q3: 3,478 shares; 2025Q4: 3,478 shares 3,478 $124K 0.01% 0 Timeline ALM ALMONTY INDS INC More: the full row for ALMONTY INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,000 shares; 2025Q4: 14,084 shares 14,084 $124K 0.01% +4,084 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: 1,943 shares; 2024Q4: 1,956 shares; 2025Q1: 1,949 shares; 2025Q2: 1,962 shares; 2025Q3: 2,242 shares; 2025Q4: 1,793 shares 1,793 $123K 0.01% -449 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,005 shares; 2024Q4: 1,005 shares; 2025Q1: 1,005 shares; 2025Q2: 1,005 shares; 2025Q3: 1,005 shares; 2025Q4: 1,005 shares 1,005 $121K 0.01% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,552 shares; 2024Q4: 1,719 shares; 2025Q1: 1,067 shares; 2025Q2: 1,067 shares; 2025Q3: 1,042 shares; 2025Q4: 1,896 shares 1,896 $118K 0.01% +854 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93 shares; 2024Q4: 256 shares; 2025Q1: 64 shares; 2025Q2: 92 shares; 2025Q3: 92 shares; 2025Q4: 1,211 shares 1,211 $118K 0.01% +1,119 Timeline VNO VORNADO RLTY TR More: the full row for VORNADO RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,584 shares; 2024Q4: 3,812 shares; 2025Q1: 3,588 shares; 2025Q2: 1,373 shares; 2025Q3: 2,764 shares; 2025Q4: 3,536 shares 3,536 $118K 0.01% +772 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,300 shares; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: 1,300 shares 1,300 $116K 0.01% 0 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,099 shares; 2024Q4: 1,854 shares; 2025Q1: 1,674 shares; 2025Q2: 1,740 shares; 2025Q3: 1,709 shares; 2025Q4: 1,709 shares 1,709 $116K 0.01% 0 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 174 shares; 2024Q4: 174 shares; 2025Q1: 167 shares; 2025Q2: 167 shares; 2025Q3: 183 shares; 2025Q4: 254 shares 254 $115K 0.01% +71 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,037 shares; 2025Q1: 2,037 shares; 2025Q2: 2,037 shares; 2025Q3: 2,037 shares; 2025Q4: 2,187 shares 2,187 $115K 0.01% +150 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: 115 shares; 2024Q4: 115 shares; 2025Q1: 159 shares; 2025Q2: 264 shares; 2025Q3: 264 shares; 2025Q4: 829 shares 829 $114K 0.01% +565 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149 shares; 2024Q4: 151 shares; 2025Q1: 152 shares; 2025Q2: 152 shares; 2025Q3: 153 shares; 2025Q4: 904 shares 904 $114K 0.01% +751 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 357 shares; 2024Q4: 357 shares; 2025Q1: 331 shares; 2025Q2: 331 shares; 2025Q3: 344 shares; 2025Q4: 410 shares 410 $113K 0.01% +66 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,897 shares 5,897 $113K 0.01% 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: 714 shares; 2024Q4: 715 shares; 2025Q1: 872 shares; 2025Q2: 716 shares; 2025Q3: 717 shares; 2025Q4: 717 shares 717 $111K 0.01% 0 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114 shares; 2024Q4: 110 shares; 2025Q1: 110 shares; 2025Q2: 110 shares; 2025Q3: 110 shares; 2025Q4: 1,101 shares 1,101 $111K 0.01% +991 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 169 shares; 2025Q1: 333 shares; 2025Q2: 3,371 shares; 2025Q3: 3,371 shares; 2025Q4: 3,696 shares 3,696 $108K 0.01% +325 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 15 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 807 shares 807 $107K 0.01% +806 Timeline NIO NIO INC More: the full row for NIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,871 shares; 2024Q4: 111,350 shares; 2025Q1: 107,139 shares; 2025Q2: 98,881 shares; 2025Q3: 46,169 shares; 2025Q4: 20,884 shares 20,884 $107K 0.01% -25,285 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: 8,195 shares; 2024Q4: 8,197 shares; 2025Q1: 8,579 shares; 2025Q2: 9,195 shares; 2025Q3: 9,718 shares; 2025Q4: 6,440 shares 6,440 $106K 0.01% -3,278 Timeline FENY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,242 shares 4,242 $105K 0.01% new Timeline TXG 10X GENOMICS INC More: the full row for 10X GENOMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,431 shares; 2025Q1: 6,431 shares; 2025Q2: 6,431 shares; 2025Q3: 6,431 shares; 2025Q4: 6,431 shares 6,431 $105K 0.01% 0 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 76 shares; 2025Q4: 1,843 shares 1,843 $104K 0.01% +1,767 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 524 shares; 2024Q4: 524 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 523 shares; 2025Q4: 562 shares 562 $104K 0.01% +39 Timeline FXL 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: 616 shares; 2024Q4: 616 shares; 2025Q1: 616 shares; 2025Q2: 616 shares; 2025Q3: 616 shares; 2025Q4: 616 shares 616 $104K 0.01% 0 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: 56,658 shares; 2024Q4: 38,602 shares; 2025Q1: 13,425 shares; 2025Q2: 11,067 shares; 2025Q3: 7,776 shares; 2025Q4: 7,814 shares 7,814 $103K 0.01% +38 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: 278 shares; 2024Q4: 278 shares; 2025Q1: 273 shares; 2025Q2: 273 shares; 2025Q3: 273 shares; 2025Q4: 303 shares 303 $102K 0.01% +30 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 891 shares; 2024Q4: 891 shares; 2025Q1: 891 shares; 2025Q2: 891 shares; 2025Q3: 891 shares; 2025Q4: 1,561 shares 1,561 $102K 0.01% +670 Timeline IBB 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: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares 600 $101K 0.01% 0 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: 3,023 shares; 2024Q4: 3,034 shares; 2025Q1: 3,043 shares; 2025Q2: 2,820 shares; 2025Q3: 1,821 shares; 2025Q4: 2,898 shares 2,898 $101K 0.01% +1,077 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: 285 shares; 2024Q4: 358 shares; 2025Q1: 338 shares; 2025Q2: 338 shares; 2025Q3: 350 shares; 2025Q4: 366 shares 366 $99.9K 0.01% +16 Timeline XJR 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: 2,280 shares; 2024Q4: 2,280 shares; 2025Q1: 2,280 shares; 2025Q2: 2,280 shares; 2025Q3: 2,280 shares; 2025Q4: 2,280 shares 2,280 $97.1K 0.01% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 701 shares; 2024Q4: 701 shares; 2025Q1: 701 shares; 2025Q2: 701 shares; 2025Q3: 676 shares; 2025Q4: 676 shares 676 $95.4K 0.01% 0 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,915 shares; 2024Q4: 6,274 shares; 2025Q1: 5,987 shares; 2025Q2: 4,630 shares; 2025Q3: 4,829 shares; 2025Q4: 5,438 shares 5,438 $95.2K 0.01% +609 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 360 shares; 2024Q4: 365 shares; 2025Q1: 359 shares; 2025Q2: 359 shares; 2025Q3: 359 shares; 2025Q4: 455 shares 455 $94.1K 0.01% +96 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: 301 shares; 2024Q4: 302 shares; 2025Q1: 302 shares; 2025Q2: 303 shares; 2025Q3: 312 shares; 2025Q4: 993 shares 993 $93.5K 0.01% +681 Timeline XPEV XPENG INC More: the full row for XPENG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,606 shares; 2024Q4: 4,606 shares; 2025Q1: 4,606 shares; 2025Q2: 4,606 shares; 2025Q3: 4,606 shares; 2025Q4: 4,606 shares 4,606 $93.4K 0.01% 0 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 188 shares; 2024Q4: 188 shares; 2025Q1: 188 shares; 2025Q2: 188 shares; 2025Q3: 188 shares; 2025Q4: 188 shares 188 $91.6K 0.01% 0 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 568 shares; 2024Q4: 581 shares; 2025Q1: 678 shares; 2025Q2: 678 shares; 2025Q3: 678 shares; 2025Q4: 1,106 shares 1,106 $90.7K 0.01% +428 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 376 shares; 2024Q4: 377 shares; 2025Q1: 363 shares; 2025Q2: 866 shares; 2025Q3: 869 shares; 2025Q4: 874 shares 874 $89.9K <0.01% +5 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: 416 shares; 2024Q4: 378 shares; 2025Q1: 267 shares; 2025Q2: 268 shares; 2025Q3: 245 shares; 2025Q4: 500 shares 500 $88.8K <0.01% +255 Timeline FNDC 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: 2,036 shares; 2024Q4: 2,036 shares; 2025Q1: 2,036 shares; 2025Q2: 1,805 shares; 2025Q3: 2,029 shares; 2025Q4: 1,985 shares 1,985 $88.4K <0.01% -44 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,652 shares; 2024Q4: 1,652 shares; 2025Q1: 942 shares; 2025Q2: 942 shares; 2025Q3: 993 shares; 2025Q4: 993 shares 993 $88K <0.01% 0 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 408 shares; 2024Q4: 401 shares; 2025Q1: 426 shares; 2025Q2: 426 shares; 2025Q3: 562 shares; 2025Q4: 1,495 shares 1,495 $87.6K <0.01% +933 Timeline FFBC 1ST FINL BANCORP More: the full row for 1ST FINL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,500 shares; 2024Q4: 3,500 shares; 2025Q1: 3,500 shares; 2025Q2: 3,500 shares; 2025Q3: 3,500 shares; 2025Q4: 3,500 shares 3,500 $87.6K <0.01% 0 Timeline SABR SABRE CORP More: the full row for SABRE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,034 shares; 2024Q4: 64,034 shares; 2025Q1: 64,034 shares; 2025Q2: 64,034 shares; 2025Q3: 64,034 shares; 2025Q4: 64,034 shares 64,034 $87.1K <0.01% 0 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,210 shares 1,210 $86.5K <0.01% new Timeline BF-A BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,212 shares; 2024Q4: 3,212 shares; 2025Q1: 3,212 shares; 2025Q2: 3,212 shares; 2025Q3: 3,212 shares; 2025Q4: 3,254 shares 3,254 $86.4K <0.01% +42 Timeline CEFA 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: not reported; 2025Q4: 2,300 shares 2,300 $85.6K <0.01% new Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,473 shares; 2024Q4: 1,546 shares; 2025Q1: 1,546 shares; 2025Q2: 1,546 shares; 2025Q3: 1,546 shares; 2025Q4: 1,623 shares 1,623 $84.9K <0.01% +77 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 704 shares; 2024Q4: 704 shares; 2025Q1: 704 shares; 2025Q2: 704 shares; 2025Q3: 704 shares; 2025Q4: 704 shares 704 $84K <0.01% 0 Timeline GAP GAP INC More: the full row for GAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,245 shares; 2025Q3: 3,245 shares; 2025Q4: 3,245 shares 3,245 $83.1K <0.01% 0 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 306 shares; 2024Q4: 309 shares; 2025Q1: 302 shares; 2025Q2: 302 shares; 2025Q3: 319 shares; 2025Q4: 364 shares 364 $82.8K <0.01% +45 Timeline ISMD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV 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: 2,137 shares 2,137 $82.4K <0.01% new 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: 559 shares; 2024Q4: 349 shares; 2025Q1: 156 shares; 2025Q2: 156 shares; 2025Q3: 156 shares; 2025Q4: 414 shares 414 $82.3K <0.01% +258 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,619 shares; 2024Q4: 9,619 shares; 2025Q1: 8,817 shares; 2025Q2: 8,817 shares; 2025Q3: 8,817 shares; 2025Q4: 8,226 shares 8,226 $82.2K <0.01% -591 Timeline MSTR STRATEGY INC More: the full row for STRATEGY 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: 87 shares; 2025Q3: 539 shares; 2025Q4: 539 shares 539 $81.9K <0.01% 0 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,401 shares; 2024Q4: 1,401 shares; 2025Q1: 3,072 shares; 2025Q2: 3,072 shares; 2025Q3: 2,448 shares; 2025Q4: 3,126 shares 3,126 $81.8K <0.01% +678 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 690 shares; 2024Q4: 690 shares; 2025Q1: 690 shares; 2025Q2: 690 shares; 2025Q3: 690 shares; 2025Q4: 690 shares 690 $81.1K <0.01% 0 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123 shares; 2024Q4: 127 shares; 2025Q1: 117 shares; 2025Q2: 136 shares; 2025Q3: 146 shares; 2025Q4: 172 shares 172 $80.8K <0.01% +26 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: 712 shares; 2024Q4: 662 shares; 2025Q1: 662 shares; 2025Q2: 662 shares; 2025Q3: 662 shares; 2025Q4: 1,084 shares 1,084 $79.7K <0.01% +422 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 980 shares 980 $78.1K <0.01% new Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 263 shares; 2024Q4: 10 shares; 2025Q1: 72 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 2,000 shares 2,000 $77.3K <0.01% +1,990 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: 190 shares; 2024Q4: 190 shares; 2025Q1: 190 shares; 2025Q2: 190 shares; 2025Q3: 183 shares; 2025Q4: 183 shares 183 $77.2K <0.01% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 330 shares; 2024Q4: 330 shares; 2025Q1: 330 shares; 2025Q2: 330 shares; 2025Q3: 330 shares; 2025Q4: 370 shares 370 $77.2K <0.01% +40 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 720 shares; 2024Q4: 701 shares; 2025Q1: 680 shares; 2025Q2: 680 shares; 2025Q3: 680 shares; 2025Q4: 680 shares 680 $76.8K <0.01% 0 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: 264 shares; 2024Q4: 264 shares; 2025Q1: 264 shares; 2025Q2: 264 shares; 2025Q3: 264 shares; 2025Q4: 264 shares 264 $76.6K <0.01% 0 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 272 shares; 2024Q4: 277 shares; 2025Q1: 277 shares; 2025Q2: 272 shares; 2025Q3: 288 shares; 2025Q4: 296 shares 296 $76.6K <0.01% +8 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,020 shares; 2024Q4: 3,078 shares; 2025Q1: 2,580 shares; 2025Q2: 2,239 shares; 2025Q3: 2,248 shares; 2025Q4: 1,853 shares 1,853 $76.5K <0.01% -395 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 373 shares; 2024Q4: 373 shares; 2025Q1: 373 shares; 2025Q2: 373 shares; 2025Q3: 373 shares; 2025Q4: 373 shares 373 $76.4K <0.01% 0 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 986 shares; 2024Q4: 970 shares; 2025Q1: 972 shares; 2025Q2: 975 shares; 2025Q3: 978 shares; 2025Q4: 983 shares 983 $76.4K <0.01% +5 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: 679 shares; 2024Q4: 679 shares; 2025Q1: 679 shares; 2025Q2: 679 shares; 2025Q3: 679 shares; 2025Q4: 762 shares 762 $75.7K <0.01% +83 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108 shares; 2024Q4: 108 shares; 2025Q1: 33 shares; 2025Q2: 33 shares; 2025Q3: 33 shares; 2025Q4: 549 shares 549 $75.4K <0.01% +516 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 671 shares; 2025Q1: 671 shares; 2025Q2: 671 shares; 2025Q3: 671 shares; 2025Q4: 684 shares 684 $74.8K <0.01% +13 Timeline CTBI COMMUNITY TR BANCORP INC More: the full row for COMMUNITY TR BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,311 shares; 2024Q4: 1,311 shares; 2025Q1: 1,311 shares; 2025Q2: 1,311 shares; 2025Q3: 1,311 shares; 2025Q4: 1,311 shares 1,311 $74.8K <0.01% 0 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,538 shares 1,538 $74.7K <0.01% new Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135 shares; 2024Q4: 135 shares; 2025Q1: 135 shares; 2025Q2: 135 shares; 2025Q3: 135 shares; 2025Q4: 464 shares 464 $74.6K <0.01% +329 Timeline AVSC 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: not reported; 2025Q4: 1,266 shares 1,266 $74.4K <0.01% new Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $72.6K <0.01% 0 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115 shares; 2024Q4: 150 shares; 2025Q1: 146 shares; 2025Q2: 214 shares; 2025Q3: 214 shares; 2025Q4: 214 shares 214 $72.1K <0.01% 0 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: 837 shares; 2024Q4: 837 shares; 2025Q1: 837 shares; 2025Q2: 837 shares; 2025Q3: 1,037 shares; 2025Q4: 1,037 shares 1,037 $72K <0.01% 0 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136 shares; 2024Q4: 168 shares; 2025Q1: 161 shares; 2025Q2: 161 shares; 2025Q3: 134 shares; 2025Q4: 584 shares 584 $71.8K <0.01% +450 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: 421 shares; 2024Q4: 421 shares; 2025Q1: 410 shares; 2025Q2: 410 shares; 2025Q3: 410 shares; 2025Q4: 909 shares 909 $71.8K <0.01% +499 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: 280 shares; 2024Q4: 281 shares; 2025Q1: 282 shares; 2025Q2: 282 shares; 2025Q3: 283 shares; 2025Q4: 284 shares 284 $71.3K <0.01% +1 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: 61 shares; 2024Q4: 61 shares; 2025Q1: 55 shares; 2025Q2: 55 shares; 2025Q3: 59 shares; 2025Q4: 87 shares 87 $70.4K <0.01% +28 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: 131 shares; 2024Q4: 241 shares; 2025Q1: 235 shares; 2025Q2: 235 shares; 2025Q3: 235 shares; 2025Q4: 235 shares 235 $69K <0.01% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 204 shares; 2024Q4: 205 shares; 2025Q1: 206 shares; 2025Q2: 206 shares; 2025Q3: 207 shares; 2025Q4: 237 shares 237 $68.8K <0.01% +30 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 947 shares; 2025Q4: 1,275 shares 1,275 $68.7K <0.01% +328 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: 295 shares; 2024Q4: 295 shares; 2025Q1: 42 shares; 2025Q2: 58 shares; 2025Q3: 53 shares; 2025Q4: 266 shares 266 $68.4K <0.01% +213 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 432 shares; 2024Q4: 625 shares; 2025Q1: 639 shares; 2025Q2: 636 shares; 2025Q3: 637 shares; 2025Q4: 643 shares 643 $67.5K <0.01% +6 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 538 shares 538 $67.1K <0.01% new Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 271 shares; 2024Q4: 269 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 327 shares 327 $66.8K <0.01% +77 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 105 shares; 2025Q1: 99 shares; 2025Q2: 94 shares; 2025Q3: 94 shares; 2025Q4: 481 shares 481 $66.4K <0.01% +387 Timeline ATRO ASTRONICS CORP More: the full row for ASTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,557 shares; 2024Q4: 1,719 shares; 2025Q1: 1,491 shares; 2025Q2: 1,491 shares; 2025Q3: 1,392 shares; 2025Q4: 1,218 shares 1,218 $66.1K <0.01% -174 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: 1,136 shares; 2024Q4: 1,395 shares; 2025Q1: 1,179 shares; 2025Q2: 1,031 shares; 2025Q3: 1,056 shares; 2025Q4: 682 shares 682 $66K <0.01% -374 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 137 shares; 2025Q4: 137 shares 137 $66K <0.01% 0 Timeline CNO CNO FINL GROUP INC More: the full row for CNO FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,521 shares; 2024Q4: 1,521 shares; 2025Q1: 1,521 shares; 2025Q2: 1,521 shares; 2025Q3: 1,521 shares; 2025Q4: 1,521 shares 1,521 $64.6K <0.01% 0 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: 319 shares; 2024Q4: 298 shares; 2025Q1: 306 shares; 2025Q2: 132 shares; 2025Q3: 162 shares; 2025Q4: 162 shares 162 $64.2K <0.01% 0 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: 630 shares; 2024Q4: 641 shares; 2025Q1: 630 shares; 2025Q2: 630 shares; 2025Q3: 630 shares; 2025Q4: 754 shares 754 $63.1K <0.01% +124 Timeline CMA COMERICA INC More: the full row for COMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 405 shares; 2024Q4: 633 shares; 2025Q1: 573 shares; 2025Q2: 722 shares; 2025Q3: 722 shares; 2025Q4: 722 shares 722 $63.1K <0.01% 0 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: 90 shares; 2024Q4: 90 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 56 shares; 2025Q4: 110 shares 110 $62.7K <0.01% +54 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19 shares; 2025Q4: 304 shares 304 $62.3K <0.01% +285 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: 125 shares; 2024Q4: 91 shares; 2025Q1: 81 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 312 shares 312 $62.3K <0.01% +237 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165 shares; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 719 shares 719 $62K <0.01% +694 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,567 shares; 2024Q4: 2,573 shares; 2025Q1: 2,554 shares; 2025Q2: 1,360 shares; 2025Q3: 1,138 shares; 2025Q4: 881 shares 881 $61.1K <0.01% -257 Timeline IDRV 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: 1,597 shares; 2024Q4: 1,597 shares; 2025Q1: 1,597 shares; 2025Q2: 1,597 shares; 2025Q3: 1,597 shares; 2025Q4: 1,597 shares 1,597 $60.6K <0.01% 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: 41 shares; 2024Q4: 71 shares; 2025Q1: 62 shares; 2025Q2: 62 shares; 2025Q3: 86 shares; 2025Q4: 324 shares 324 $59.7K <0.01% +238 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,650 shares 2,650 $59.4K <0.01% new Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY 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: 1,327 shares 1,327 $59.4K <0.01% new Timeline ATEC ALPHATEC HLDGS INC More: the full row for ALPHATEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,081 shares; 2024Q4: 1,146 shares; 2025Q1: 1,935 shares; 2025Q2: 2,435 shares; 2025Q3: 2,635 shares; 2025Q4: 2,790 shares 2,790 $58.7K <0.01% +155 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: 6 shares; 2024Q4: 5 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4 shares; 2025Q4: 383 shares 383 $58.7K <0.01% +379 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,302 shares; 2024Q4: 1,302 shares; 2025Q1: 1,302 shares; 2025Q2: 1,302 shares; 2025Q3: 1,302 shares; 2025Q4: 1,302 shares 1,302 $57.7K <0.01% 0 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 239 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares 200 $57.6K <0.01% 0 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 330 shares; 2024Q4: 324 shares; 2025Q1: 324 shares; 2025Q2: 324 shares; 2025Q3: 324 shares; 2025Q4: 324 shares 324 $57K <0.01% 0 Timeline EVLV EVOLV TECHNOLOGIES HLDNGS IN More: the full row for EVOLV TECHNOLOGIES HLDNGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,000 shares; 2024Q4: 6,741 shares; 2025Q1: 6,741 shares; 2025Q2: 6,741 shares; 2025Q3: 7,556 shares; 2025Q4: 7,793 shares 7,793 $55.8K <0.01% +237 Timeline AORT ARTIVION INC More: the full row for ARTIVION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 423 shares; 2024Q4: 562 shares; 2025Q1: 1,176 shares; 2025Q2: 1,176 shares; 2025Q3: 1,204 shares; 2025Q4: 1,204 shares 1,204 $54.9K <0.01% 0 Timeline XMTR XOMETRY INC More: the full row for XOMETRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 255 shares; 2025Q1: 758 shares; 2025Q2: 896 shares; 2025Q3: 919 shares; 2025Q4: 919 shares 919 $54.7K <0.01% 0 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 764 shares; 2024Q4: 764 shares; 2025Q1: 705 shares; 2025Q2: 705 shares; 2025Q3: 705 shares; 2025Q4: 705 shares 705 $54.6K <0.01% 0 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 928 shares; 2024Q4: 942 shares; 2025Q1: 942 shares; 2025Q2: 928 shares; 2025Q3: 928 shares; 2025Q4: 2,078 shares 2,078 $54.6K <0.01% +1,150 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 689 shares; 2024Q4: 689 shares; 2025Q1: 689 shares; 2025Q2: 689 shares; 2025Q3: 689 shares; 2025Q4: 689 shares 689 $54.2K <0.01% 0 Timeline SCHC 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: 920 shares; 2024Q4: 920 shares; 2025Q1: 920 shares; 2025Q2: 920 shares; 2025Q3: 1,259 shares; 2025Q4: 1,190 shares 1,190 $54.2K <0.01% -69 Timeline PEBO PEOPLES BANCORP INC More: the full row for PEOPLES BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,800 shares; 2024Q4: 1,800 shares; 2025Q1: 1,800 shares; 2025Q2: 1,800 shares; 2025Q3: 1,800 shares; 2025Q4: 1,800 shares 1,800 $54.1K <0.01% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 208 shares; 2024Q4: 208 shares; 2025Q1: 192 shares; 2025Q2: 192 shares; 2025Q3: 202 shares; 2025Q4: 205 shares 205 $54K <0.01% +3 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113 shares; 2024Q4: 113 shares; 2025Q1: 91 shares; 2025Q2: 91 shares; 2025Q3: 91 shares; 2025Q4: 373 shares 373 $53.7K <0.01% +282 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,167 shares 1,167 $53.2K <0.01% new Timeline MTDR MATADOR RES CO More: the full row for MATADOR RES CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: not reported; 2025Q1: 500 shares; 2025Q2: 1,492 shares; 2025Q3: 1,492 shares; 2025Q4: 1,250 shares 1,250 $53K <0.01% -242 Timeline