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: 157,903 shares; 2024Q4: 163,486 shares; 2025Q1: 150,079 shares; 2025Q2: 148,762 shares; 2025Q3: 147,930 shares; 2025Q4: 150,351 shares 150,351 $94.3M 11.79% +2,421 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: 206,208 shares; 2024Q4: 216,279 shares; 2025Q1: 361,697 shares; 2025Q2: 677,265 shares; 2025Q3: 785,903 shares; 2025Q4: 819,456 shares 819,456 $82.2M 10.29% +33,553 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: 254,555 shares; 2024Q4: 263,483 shares; 2025Q1: 266,297 shares; 2025Q2: 274,684 shares; 2025Q3: 277,302 shares; 2025Q4: 294,138 shares 294,138 $64.6M 8.09% +16,836 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 308,073 shares; 2024Q4: 355,779 shares; 2025Q1: 412,349 shares; 2025Q2: 975,753 shares; 2025Q3: 1,118,541 shares; 2025Q4: 1,109,468 shares 1,109,468 $56.1M 7.02% -9,073 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: 123,077 shares; 2024Q4: 157,358 shares; 2025Q1: 133,829 shares; 2025Q2: 139,242 shares; 2025Q3: 144,332 shares; 2025Q4: 147,362 shares 147,362 $40.1M 5.01% +3,030 Timeline CLIP 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: 2,451 shares; 2025Q2: 354,039 shares; 2025Q3: 400,210 shares; 2025Q4: 355,079 shares 355,079 $35.5M 4.45% -45,131 Timeline BASG ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,292,391 shares; 2025Q4: 1,265,863 shares 1,265,863 $32.7M 4.1% -26,528 Timeline BKDV BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,954 shares; 2025Q4: 838,842 shares 838,842 $24.3M 3.04% +830,888 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: 145,405 shares; 2024Q4: 150,627 shares; 2025Q1: 171,064 shares; 2025Q2: 308,525 shares; 2025Q3: 333,982 shares; 2025Q4: 376,073 shares 376,073 $23.5M 2.94% +42,091 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: 45,112 shares; 2024Q4: 46,314 shares; 2025Q1: 43,004 shares; 2025Q2: 33,245 shares; 2025Q3: 35,108 shares; 2025Q4: 41,154 shares 41,154 $19.5M 2.44% +6,046 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: 87,404 shares; 2024Q4: 94,628 shares; 2025Q1: 96,444 shares; 2025Q2: 105,901 shares; 2025Q3: 105,030 shares; 2025Q4: 103,586 shares 103,586 $19.3M 2.42% -1,444 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: 52,655 shares; 2024Q4: 52,529 shares; 2025Q1: 52,617 shares; 2025Q2: 52,652 shares; 2025Q3: 51,324 shares; 2025Q4: 50,479 shares 50,479 $16.9M 2.12% -845 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: 22,633 shares; 2024Q4: 24,671 shares; 2025Q1: 22,797 shares; 2025Q2: 25,620 shares; 2025Q3: 26,662 shares; 2025Q4: 27,396 shares 27,396 $13.2M 1.66% +734 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 415,813 shares 415,813 $11.1M 1.39% new Timeline FTHI 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: 328,493 shares; 2025Q2: 387,576 shares; 2025Q3: 375,341 shares; 2025Q4: 457,777 shares 457,777 $10.8M 1.35% +82,436 Timeline VONV 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: 116,318 shares 116,318 $10.7M 1.34% new 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: 24,604 shares; 2024Q4: 29,591 shares; 2025Q1: 27,879 shares; 2025Q2: 26,795 shares; 2025Q3: 28,038 shares; 2025Q4: 30,577 shares 30,577 $9.57M 1.2% +2,539 Timeline TCHP T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 257,434 shares; 2024Q4: 256,227 shares; 2025Q1: 226,184 shares; 2025Q2: 184,102 shares; 2025Q3: 190,205 shares; 2025Q4: 189,714 shares 189,714 $9.46M 1.18% -491 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,296 shares; 2024Q4: 33,210 shares; 2025Q1: 33,472 shares; 2025Q2: 35,606 shares; 2025Q3: 39,037 shares; 2025Q4: 39,907 shares 39,907 $9.21M 1.15% +870 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: 3,734 shares; 2024Q4: 3,741 shares; 2025Q1: 5,768 shares; 2025Q2: 5,341 shares; 2025Q3: 5,463 shares; 2025Q4: 30,470 shares 30,470 $8.84M 1.11% +25,007 Timeline AVUV 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: 219,777 shares; 2024Q4: 223,896 shares; 2025Q1: 164,841 shares; 2025Q2: 87,216 shares; 2025Q3: 80,047 shares; 2025Q4: 76,179 shares 76,179 $7.77M 0.97% -3,868 Timeline ISPY PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,714 shares; 2024Q4: 106,726 shares; 2025Q1: 149,255 shares; 2025Q2: 184,244 shares; 2025Q3: 149,625 shares; 2025Q4: 166,799 shares 166,799 $7.61M 0.95% +17,174 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: 48,014 shares; 2024Q4: 50,372 shares; 2025Q1: 50,800 shares; 2025Q2: 53,952 shares; 2025Q3: 54,593 shares; 2025Q4: 53,268 shares 53,268 $6.48M 0.81% -1,325 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 98,347 shares; 2025Q3: 97,789 shares; 2025Q4: 117,686 shares 117,686 $6.22M 0.78% +19,897 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: 14,474 shares; 2024Q4: 15,015 shares; 2025Q1: 15,015 shares; 2025Q2: 15,376 shares; 2025Q3: 15,587 shares; 2025Q4: 15,872 shares 15,872 $5.11M 0.64% +285 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: 5,374 shares; 2024Q4: 5,577 shares; 2025Q1: 5,953 shares; 2025Q2: 6,506 shares; 2025Q3: 6,923 shares; 2025Q4: 6,687 shares 6,687 $4.41M 0.55% -236 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,165 shares; 2024Q4: 136,459 shares; 2025Q1: 103,876 shares; 2025Q2: 75,296 shares; 2025Q3: 78,946 shares; 2025Q4: 92,937 shares 92,937 $4.36M 0.54% +13,991 Timeline SPTM 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: 43,290 shares; 2024Q4: 43,838 shares; 2025Q1: 44,228 shares; 2025Q2: 45,777 shares; 2025Q3: 49,297 shares; 2025Q4: 51,413 shares 51,413 $4.24M 0.53% +2,116 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: 6,433 shares; 2024Q4: 6,954 shares; 2025Q1: 7,441 shares; 2025Q2: 7,405 shares; 2025Q3: 7,423 shares; 2025Q4: 7,623 shares 7,623 $3.72M 0.47% +200 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: 24,708 shares; 2024Q4: 24,906 shares; 2025Q1: 28,482 shares; 2025Q2: 29,140 shares; 2025Q3: 29,663 shares; 2025Q4: 25,324 shares 25,324 $3.63M 0.45% -4,339 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,280 shares; 2024Q4: 3,497 shares; 2025Q1: 3,571 shares; 2025Q2: 3,481 shares; 2025Q3: 3,090 shares; 2025Q4: 3,350 shares 3,350 $3.6M 0.45% +260 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: 6,170 shares; 2024Q4: 6,247 shares; 2025Q1: 6,401 shares; 2025Q2: 6,841 shares; 2025Q3: 7,309 shares; 2025Q4: 9,314 shares 9,314 $3.22M 0.4% +2,005 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,837 shares; 2024Q4: 5,527 shares; 2025Q1: 4,972 shares; 2025Q2: 6,374 shares; 2025Q3: 6,694 shares; 2025Q4: 7,017 shares 7,017 $3.16M 0.39% +323 Timeline SAMT ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 79,983 shares 79,983 $3.08M 0.39% new Timeline RSPA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,932 shares; 2025Q4: 58,380 shares 58,380 $2.98M 0.37% +27,448 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: 9,045 shares; 2024Q4: 9,292 shares; 2025Q1: 9,264 shares; 2025Q2: 9,125 shares; 2025Q3: 9,111 shares; 2025Q4: 9,223 shares 9,223 $2.89M 0.36% +112 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 184,225 shares 184,225 $2.76M 0.35% new 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: 4,852 shares; 2024Q4: 5,097 shares; 2025Q1: 5,545 shares; 2025Q2: 4,959 shares; 2025Q3: 4,994 shares; 2025Q4: 5,110 shares 5,110 $2.57M 0.32% +116 Timeline EFAA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,488 shares; 2025Q4: 46,997 shares 46,997 $2.54M 0.32% +21,509 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: 20,694 shares; 2024Q4: 20,866 shares; 2025Q1: 19,825 shares; 2025Q2: 20,537 shares; 2025Q3: 21,666 shares; 2025Q4: 22,452 shares 22,452 $2.5M 0.31% +786 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: 12,156 shares; 2024Q4: 18,635 shares; 2025Q1: 19,661 shares; 2025Q2: 21,631 shares; 2025Q3: 22,849 shares; 2025Q4: 23,282 shares 23,282 $2.45M 0.31% +433 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,966 shares; 2024Q4: 6,473 shares; 2025Q1: 6,977 shares; 2025Q2: 7,404 shares; 2025Q3: 7,819 shares; 2025Q4: 8,072 shares 8,072 $2.39M 0.3% +253 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: 2,599 shares; 2024Q4: 2,594 shares; 2025Q1: 2,598 shares; 2025Q2: 3,080 shares; 2025Q3: 3,380 shares; 2025Q4: 3,370 shares 3,370 $2.31M 0.29% -10 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,048 shares; 2024Q4: 19,121 shares; 2025Q1: 12,347 shares; 2025Q2: 11,927 shares; 2025Q3: 11,975 shares; 2025Q4: 9,892 shares 9,892 $2.27M 0.28% -2,083 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: not reported; 2024Q4: not reported; 2025Q1: 10,669 shares; 2025Q2: 11,121 shares; 2025Q3: 11,645 shares; 2025Q4: 12,087 shares 12,087 $2.22M 0.28% +442 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,548 shares; 2024Q4: 51,575 shares; 2025Q1: 51,646 shares; 2025Q2: 47,312 shares; 2025Q3: 52,164 shares; 2025Q4: 52,196 shares 52,196 $2.07M 0.26% +32 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: 9,999 shares; 2024Q4: 9,274 shares; 2025Q1: 10,795 shares; 2025Q2: 10,177 shares; 2025Q3: 15,015 shares; 2025Q4: 16,471 shares 16,471 $1.98M 0.25% +1,456 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,024 shares; 2024Q4: 12,306 shares; 2025Q1: 14,023 shares; 2025Q2: 13,831 shares; 2025Q3: 13,670 shares; 2025Q4: 10,269 shares 10,269 $1.97M 0.25% -3,401 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: 3,618 shares; 2024Q4: 4,869 shares; 2025Q1: 5,194 shares; 2025Q2: 5,642 shares; 2025Q3: 6,286 shares; 2025Q4: 6,193 shares 6,193 $1.91M 0.24% -93 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,027 shares; 2024Q4: 7,076 shares; 2025Q1: 6,644 shares; 2025Q2: 6,572 shares; 2025Q3: 5,223 shares; 2025Q4: 5,163 shares 5,163 $1.81M 0.23% -60 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: 5,705 shares; 2024Q4: 6,187 shares; 2025Q1: 6,806 shares; 2025Q2: 7,051 shares; 2025Q3: 7,687 shares; 2025Q4: 7,821 shares 7,821 $1.79M 0.22% +134 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,734 shares; 2024Q4: 1,722 shares; 2025Q1: 2,026 shares; 2025Q2: 2,128 shares; 2025Q3: 2,080 shares; 2025Q4: 2,038 shares 2,038 $1.76M 0.22% -42 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,659 shares; 2024Q4: 3,057 shares; 2025Q1: 3,160 shares; 2025Q2: 5,335 shares; 2025Q3: 5,378 shares; 2025Q4: 5,657 shares 5,657 $1.72M 0.22% +279 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: 25,271 shares; 2024Q4: 25,789 shares; 2025Q1: 24,321 shares; 2025Q2: 23,691 shares; 2025Q3: 27,175 shares; 2025Q4: 28,455 shares 28,455 $1.57M 0.2% +1,280 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: 7,021 shares; 2024Q4: 5,451 shares; 2025Q1: 5,994 shares; 2025Q2: 5,588 shares; 2025Q3: 6,229 shares; 2025Q4: 7,164 shares 7,164 $1.48M 0.19% +935 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: 1,931 shares; 2024Q4: 2,056 shares; 2025Q1: 2,209 shares; 2025Q2: 2,437 shares; 2025Q3: 2,573 shares; 2025Q4: 2,580 shares 2,580 $1.47M 0.18% +7 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,694 shares; 2024Q4: 3,601 shares; 2025Q1: 4,513 shares; 2025Q2: 4,776 shares; 2025Q3: 4,858 shares; 2025Q4: 4,475 shares 4,475 $1.46M 0.18% -383 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: 5,616 shares; 2024Q4: 5,623 shares; 2025Q1: 5,623 shares; 2025Q2: 5,623 shares; 2025Q3: 5,626 shares; 2025Q4: 5,632 shares 5,632 $1.41M 0.18% +6 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: 9,128 shares; 2024Q4: 9,485 shares; 2025Q1: 9,114 shares; 2025Q2: 9,231 shares; 2025Q3: 8,985 shares; 2025Q4: 9,660 shares 9,660 $1.38M 0.17% +675 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: 3,266 shares; 2024Q4: 3,529 shares; 2025Q1: 3,467 shares; 2025Q2: 3,451 shares; 2025Q3: 3,600 shares; 2025Q4: 3,529 shares 3,529 $1.21M 0.15% -71 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: 7,158 shares; 2024Q4: 7,324 shares; 2025Q1: 7,690 shares; 2025Q2: 8,111 shares; 2025Q3: 8,230 shares; 2025Q4: 8,894 shares 8,894 $1.2M 0.15% +664 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: 463 shares; 2024Q4: 583 shares; 2025Q1: 570 shares; 2025Q2: 547 shares; 2025Q3: 1,111 shares; 2025Q4: 1,107 shares 1,107 $1.18M 0.15% -4 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: not reported; 2024Q4: 1,750 shares; 2025Q1: 2,387 shares; 2025Q2: 2,838 shares; 2025Q3: 3,435 shares; 2025Q4: 3,486 shares 3,486 $1.09M 0.14% +51 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: 2,985 shares; 2024Q4: 5,158 shares; 2025Q1: 6,451 shares; 2025Q2: 6,868 shares; 2025Q3: 8,231 shares; 2025Q4: 6,347 shares 6,347 $1.09M 0.14% -1,884 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: 1,245 shares; 2024Q4: 2,005 shares; 2025Q1: 3,101 shares; 2025Q2: 5,083 shares; 2025Q3: 5,136 shares; 2025Q4: 5,616 shares 5,616 $1.07M 0.13% +480 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: 11,898 shares; 2024Q4: 11,934 shares; 2025Q1: 12,464 shares; 2025Q2: 13,713 shares; 2025Q3: 14,401 shares; 2025Q4: 15,334 shares 15,334 $1.07M 0.13% +933 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: 1,781 shares; 2024Q4: 1,863 shares; 2025Q1: 1,873 shares; 2025Q2: 1,722 shares; 2025Q3: 1,669 shares; 2025Q4: 1,612 shares 1,612 $1.07M 0.13% -57 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: 1,275 shares; 2024Q4: 3,142 shares; 2025Q1: 3,546 shares; 2025Q2: 3,698 shares; 2025Q3: 3,645 shares; 2025Q4: 2,885 shares 2,885 $1.07M 0.13% -760 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: not reported; 2024Q4: 6,751 shares; 2025Q1: 9,214 shares; 2025Q2: 9,841 shares; 2025Q3: 10,625 shares; 2025Q4: 10,150 shares 10,150 $975K 0.12% -475 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,740 shares; 2025Q1: 5,362 shares; 2025Q2: 5,309 shares; 2025Q3: 5,876 shares; 2025Q4: 5,474 shares 5,474 $973K 0.12% -402 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: 10,792 shares; 2024Q4: 10,788 shares; 2025Q1: 10,169 shares; 2025Q2: 10,576 shares; 2025Q3: 12,132 shares; 2025Q4: 12,455 shares 12,455 $959K 0.12% +323 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,203 shares; 2025Q1: 6,164 shares; 2025Q2: 6,389 shares; 2025Q3: 6,614 shares; 2025Q4: 11,523 shares 11,523 $930K 0.12% +4,909 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,038 shares; 2024Q4: 3,071 shares; 2025Q1: 2,709 shares; 2025Q2: 3,433 shares; 2025Q3: 3,425 shares; 2025Q4: 3,498 shares 3,498 $902K 0.11% +73 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: 2,503 shares; 2024Q4: 2,324 shares; 2025Q1: 1,792 shares; 2025Q2: 1,693 shares; 2025Q3: 2,208 shares; 2025Q4: 2,728 shares 2,728 $901K 0.11% +520 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: 2,533 shares; 2024Q4: 2,588 shares; 2025Q1: 2,969 shares; 2025Q2: 3,194 shares; 2025Q3: 3,219 shares; 2025Q4: 2,922 shares 2,922 $893K 0.11% -297 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: 4,469 shares; 2024Q4: 4,616 shares; 2025Q1: 4,715 shares; 2025Q2: 5,131 shares; 2025Q3: 5,325 shares; 2025Q4: 5,251 shares 5,251 $842K 0.11% -74 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,931 shares; 2024Q4: 2,141 shares; 2025Q1: 2,708 shares; 2025Q2: 3,580 shares; 2025Q3: 3,870 shares; 2025Q4: 3,876 shares 3,876 $827K 0.1% +6 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: 845 shares; 2024Q4: 1,016 shares; 2025Q1: 983 shares; 2025Q2: 1,011 shares; 2025Q3: 1,210 shares; 2025Q4: 1,242 shares 1,242 $812K 0.1% +32 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,923 shares; 2024Q4: 10,864 shares; 2025Q1: 14,192 shares; 2025Q2: 15,869 shares; 2025Q3: 15,441 shares; 2025Q4: 15,354 shares 15,354 $811K 0.1% -87 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: 3,248 shares; 2024Q4: 3,952 shares; 2025Q1: 4,141 shares; 2025Q2: 3,767 shares; 2025Q3: 5,424 shares; 2025Q4: 5,298 shares 5,298 $808K 0.1% -126 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,556 shares; 2024Q4: 1,610 shares; 2025Q1: 1,820 shares; 2025Q2: 1,872 shares; 2025Q3: 2,160 shares; 2025Q4: 2,210 shares 2,210 $796K 0.1% +50 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 868 shares; 2025Q1: 1,006 shares; 2025Q2: 1,223 shares; 2025Q3: 1,291 shares; 2025Q4: 1,577 shares 1,577 $773K 0.1% +286 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: 635 shares; 2024Q4: 619 shares; 2025Q1: 677 shares; 2025Q2: 855 shares; 2025Q3: 958 shares; 2025Q4: 8,177 shares 8,177 $767K 0.1% +7,219 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: 620 shares; 2024Q4: 1,441 shares; 2025Q1: 1,666 shares; 2025Q2: 1,700 shares; 2025Q3: 1,466 shares; 2025Q4: 1,490 shares 1,490 $761K 0.1% +24 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: 23,637 shares; 2024Q4: 25,129 shares; 2025Q1: 31,116 shares; 2025Q2: 35,862 shares; 2025Q3: 33,602 shares; 2025Q4: 30,437 shares 30,437 $756K 0.09% -3,165 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: 6,619 shares; 2024Q4: 7,306 shares; 2025Q1: 7,543 shares; 2025Q2: 6,717 shares; 2025Q3: 6,958 shares; 2025Q4: 6,574 shares 6,574 $748K 0.09% -384 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: 992 shares; 2024Q4: 1,610 shares; 2025Q1: 1,035 shares; 2025Q2: 971 shares; 2025Q3: 1,109 shares; 2025Q4: 1,305 shares 1,305 $747K 0.09% +196 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: 814 shares; 2024Q4: 1,054 shares; 2025Q1: 1,118 shares; 2025Q2: 1,154 shares; 2025Q3: 1,224 shares; 2025Q4: 1,319 shares 1,319 $747K 0.09% +95 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: 8,205 shares; 2024Q4: 8,816 shares; 2025Q1: 8,159 shares; 2025Q2: 7,738 shares; 2025Q3: 6,207 shares; 2025Q4: 5,798 shares 5,798 $739K 0.09% -409 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: 1,507 shares; 2024Q4: 2,074 shares; 2025Q1: 2,066 shares; 2025Q2: 2,773 shares; 2025Q3: 3,381 shares; 2025Q4: 3,759 shares 3,759 $733K 0.09% +378 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: not reported; 2024Q4: 9,335 shares; 2025Q1: 10,890 shares; 2025Q2: 10,272 shares; 2025Q3: 6,740 shares; 2025Q4: 8,380 shares 8,380 $730K 0.09% +1,640 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: not reported; 2024Q4: not reported; 2025Q1: 2,688 shares; 2025Q2: 7,098 shares; 2025Q3: 6,902 shares; 2025Q4: 7,229 shares 7,229 $722K 0.09% +327 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,459 shares; 2024Q4: 1,374 shares; 2025Q1: 1,201 shares; 2025Q2: 1,058 shares; 2025Q3: 1,022 shares; 2025Q4: 4,699 shares 4,699 $720K 0.09% +3,677 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 61,152 shares; 2025Q2: 57,001 shares; 2025Q3: 54,795 shares; 2025Q4: 39,303 shares 39,303 $716K 0.09% -15,492 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: 5,766 shares; 2024Q4: 4,101 shares; 2025Q1: 3,221 shares; 2025Q2: 3,431 shares; 2025Q3: 2,973 shares; 2025Q4: 3,101 shares 3,101 $710K 0.09% +128 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: 4,997 shares; 2024Q4: 18,279 shares; 2025Q1: 22,751 shares; 2025Q2: 22,951 shares; 2025Q3: 23,891 shares; 2025Q4: 23,452 shares 23,452 $701K 0.09% -439 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,135 shares; 2025Q1: 6,055 shares; 2025Q2: 6,570 shares; 2025Q3: 6,932 shares; 2025Q4: 6,385 shares 6,385 $684K 0.09% -547 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,570 shares; 2024Q4: 2,733 shares; 2025Q1: 2,467 shares; 2025Q2: 2,255 shares; 2025Q3: 2,096 shares; 2025Q4: 2,139 shares 2,139 $669K 0.08% +43 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: 469 shares; 2024Q4: 454 shares; 2025Q1: 505 shares; 2025Q2: 942 shares; 2025Q3: 952 shares; 2025Q4: 976 shares 976 $666K 0.08% +24 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,981 shares; 2025Q3: 2,168 shares; 2025Q4: 2,318 shares 2,318 $661K 0.08% +150 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,303 shares; 2025Q1: 5,720 shares; 2025Q2: 6,069 shares; 2025Q3: 6,783 shares; 2025Q4: 6,436 shares 6,436 $659K 0.08% -347 Timeline VOTE TCW ETF TRUST More: the full row for TCW 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: 7,508 shares; 2025Q2: 8,417 shares; 2025Q3: 7,966 shares; 2025Q4: 7,979 shares 7,979 $640K 0.08% +13 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: 3,322 shares; 2024Q4: 3,400 shares; 2025Q1: 4,141 shares; 2025Q2: 5,020 shares; 2025Q3: 5,700 shares; 2025Q4: 5,457 shares 5,457 $640K 0.08% -243 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: 10,386 shares; 2024Q4: 10,663 shares; 2025Q1: 9,576 shares; 2025Q2: 8,005 shares; 2025Q3: 7,740 shares; 2025Q4: 7,735 shares 7,735 $632K 0.08% -5 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: 2,610 shares; 2024Q4: 3,013 shares; 2025Q1: 2,878 shares; 2025Q2: 2,777 shares; 2025Q3: 2,778 shares; 2025Q4: 2,431 shares 2,431 $629K 0.08% -347 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: 3,086 shares; 2024Q4: 2,306 shares; 2025Q1: not reported; 2025Q2: 2,664 shares; 2025Q3: 2,719 shares; 2025Q4: 2,921 shares 2,921 $626K 0.08% +202 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: 3,776 shares; 2024Q4: 4,488 shares; 2025Q1: 3,812 shares; 2025Q2: 3,732 shares; 2025Q3: 2,741 shares; 2025Q4: 2,744 shares 2,744 $625K 0.08% +3 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: not reported; 2024Q4: 4,059 shares; 2025Q1: 4,884 shares; 2025Q2: 5,472 shares; 2025Q3: 5,747 shares; 2025Q4: 6,135 shares 6,135 $619K 0.08% +388 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: 1,074 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,824 shares; 2025Q4: 2,404 shares 2,404 $618K 0.08% -420 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: not reported; 2024Q4: 2,222 shares; 2025Q1: 2,245 shares; 2025Q2: 3,229 shares; 2025Q3: 3,363 shares; 2025Q4: 3,451 shares 3,451 $613K 0.08% +88 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: not reported; 2024Q4: not reported; 2025Q1: 491 shares; 2025Q2: 1,527 shares; 2025Q3: 1,715 shares; 2025Q4: 1,726 shares 1,726 $605K 0.08% +11 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,188 shares; 2025Q1: 7,595 shares; 2025Q2: 7,577 shares; 2025Q3: 7,983 shares; 2025Q4: 7,408 shares 7,408 $596K 0.07% -575 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 375 shares; 2025Q3: 728 shares; 2025Q4: 1,024 shares 1,024 $595K 0.07% +296 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,064 shares; 2025Q1: 26,109 shares; 2025Q2: 25,429 shares; 2025Q3: 27,011 shares; 2025Q4: 21,626 shares 21,626 $588K 0.07% -5,385 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: 2,071 shares; 2024Q4: 2,300 shares; 2025Q1: 2,678 shares; 2025Q2: 3,084 shares; 2025Q3: 3,449 shares; 2025Q4: 3,796 shares 3,796 $583K 0.07% +347 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: 14,942 shares; 2024Q4: 14,824 shares; 2025Q1: 16,977 shares; 2025Q2: 19,874 shares; 2025Q3: 23,604 shares; 2025Q4: 23,137 shares 23,137 $576K 0.07% -467 Timeline RPG 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: 12,156 shares; 2024Q4: 12,171 shares; 2025Q1: 12,180 shares; 2025Q2: 12,188 shares; 2025Q3: 12,199 shares; 2025Q4: 12,200 shares 12,200 $569K 0.07% +1 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: not reported; 2024Q4: not reported; 2025Q1: 899 shares; 2025Q2: 948 shares; 2025Q3: 909 shares; 2025Q4: 925 shares 925 $568K 0.07% +16 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: 4,134 shares; 2024Q4: 3,933 shares; 2025Q1: 3,248 shares; 2025Q2: 3,199 shares; 2025Q3: 3,886 shares; 2025Q4: 3,913 shares 3,913 $562K 0.07% +27 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: 927 shares; 2024Q4: 928 shares; 2025Q1: 867 shares; 2025Q2: 825 shares; 2025Q3: 713 shares; 2025Q4: 606 shares 606 $549K 0.07% -107 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: 445 shares; 2025Q1: 518 shares; 2025Q2: 582 shares; 2025Q3: 604 shares; 2025Q4: 508 shares 508 $544K 0.07% -96 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: 5,048 shares; 2024Q4: 5,055 shares; 2025Q1: 4,793 shares; 2025Q2: 4,800 shares; 2025Q3: 4,800 shares; 2025Q4: 6,061 shares 6,061 $542K 0.07% +1,261 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,082 shares; 2024Q4: 2,868 shares; 2025Q1: 2,903 shares; 2025Q2: 3,085 shares; 2025Q3: 3,096 shares; 2025Q4: 3,078 shares 3,078 $534K 0.07% -18 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: 6,211 shares; 2024Q4: 6,211 shares; 2025Q1: 6,007 shares; 2025Q2: 5,219 shares; 2025Q3: 5,223 shares; 2025Q4: 6,412 shares 6,412 $527K 0.07% +1,189 Timeline ITWO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,955 shares; 2025Q1: 21,067 shares; 2025Q2: 13,797 shares; 2025Q3: 11,896 shares; 2025Q4: 13,275 shares 13,275 $527K 0.07% +1,379 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: 8,407 shares; 2024Q4: 17,143 shares; 2025Q1: 17,037 shares; 2025Q2: 18,334 shares; 2025Q3: 18,366 shares; 2025Q4: 18,313 shares 18,313 $522K 0.07% -53 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,412 shares; 2024Q4: 2,631 shares; 2025Q1: 2,698 shares; 2025Q2: 2,659 shares; 2025Q3: 2,754 shares; 2025Q4: 2,792 shares 2,792 $514K 0.06% +38 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: 6,070 shares; 2024Q4: 6,195 shares; 2025Q1: 5,473 shares; 2025Q2: 5,682 shares; 2025Q3: 5,871 shares; 2025Q4: 5,796 shares 5,796 $512K 0.06% -75 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: 7,537 shares; 2024Q4: 8,101 shares; 2025Q1: 9,810 shares; 2025Q2: 10,081 shares; 2025Q3: 8,224 shares; 2025Q4: 8,400 shares 8,400 $505K 0.06% +176 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,758 shares; 2024Q4: 1,827 shares; 2025Q1: 1,785 shares; 2025Q2: 1,839 shares; 2025Q3: 1,835 shares; 2025Q4: 1,924 shares 1,924 $495K 0.06% +89 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: 1,655 shares; 2024Q4: 1,472 shares; 2025Q1: 1,397 shares; 2025Q2: 663 shares; 2025Q3: 744 shares; 2025Q4: 849 shares 849 $492K 0.06% +105 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,220 shares; 2025Q3: 1,180 shares; 2025Q4: 1,041 shares 1,041 $488K 0.06% -139 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,646 shares; 2024Q4: 7,666 shares; 2025Q1: 7,684 shares; 2025Q2: 7,563 shares; 2025Q3: 7,548 shares; 2025Q4: 6,051 shares 6,051 $485K 0.06% -1,497 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,943 shares; 2024Q4: 1,894 shares; 2025Q1: 1,761 shares; 2025Q2: 1,928 shares; 2025Q3: 1,838 shares; 2025Q4: 1,828 shares 1,828 $480K 0.06% -10 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,038 shares; 2024Q4: 12,981 shares; 2025Q1: 10,189 shares; 2025Q2: 11,065 shares; 2025Q3: 8,386 shares; 2025Q4: 5,636 shares 5,636 $479K 0.06% -2,750 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,007 shares; 2025Q1: 3,629 shares; 2025Q2: 4,609 shares; 2025Q3: 4,137 shares; 2025Q4: 3,487 shares 3,487 $474K 0.06% -650 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: 2,362 shares; 2024Q4: 2,412 shares; 2025Q1: 2,624 shares; 2025Q2: 2,562 shares; 2025Q3: 2,535 shares; 2025Q4: 2,449 shares 2,449 $461K 0.06% -86 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: 1,638 shares; 2024Q4: 1,935 shares; 2025Q1: 2,025 shares; 2025Q2: 1,809 shares; 2025Q3: 1,868 shares; 2025Q4: 1,981 shares 1,981 $458K 0.06% +113 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: not reported; 2024Q4: not reported; 2025Q1: 2,925 shares; 2025Q2: 3,389 shares; 2025Q3: 3,548 shares; 2025Q4: 3,916 shares 3,916 $457K 0.06% +368 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: not reported; 2024Q4: 399 shares; 2025Q1: 391 shares; 2025Q2: 443 shares; 2025Q3: 456 shares; 2025Q4: 511 shares 511 $450K 0.06% +55 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,987 shares; 2024Q4: 4,344 shares; 2025Q1: 4,339 shares; 2025Q2: 4,434 shares; 2025Q3: 4,516 shares; 2025Q4: 4,332 shares 4,332 $446K 0.06% -184 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: 489 shares; 2024Q4: 499 shares; 2025Q1: 507 shares; 2025Q2: 480 shares; 2025Q3: 474 shares; 2025Q4: 496 shares 496 $436K 0.05% +22 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,667 shares; 2025Q3: 1,789 shares; 2025Q4: 1,777 shares 1,777 $431K 0.05% -12 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,108 shares; 2025Q3: 2,524 shares; 2025Q4: 2,654 shares 2,654 $427K 0.05% +130 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: not reported; 2024Q4: not reported; 2025Q1: 11,115 shares; 2025Q2: 9,291 shares; 2025Q3: 10,809 shares; 2025Q4: 11,537 shares 11,537 $426K 0.05% +728 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,929 shares; 2025Q4: 7,236 shares 7,236 $421K 0.05% +307 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 567 shares; 2024Q4: 1,154 shares; 2025Q1: 1,173 shares; 2025Q2: 1,132 shares; 2025Q3: 1,141 shares; 2025Q4: 947 shares 947 $420K 0.05% -194 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,311 shares; 2025Q1: 5,357 shares; 2025Q2: 5,221 shares; 2025Q3: 5,215 shares; 2025Q4: 5,250 shares 5,250 $418K 0.05% +35 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,877 shares; 2024Q4: 3,506 shares; 2025Q1: 3,382 shares; 2025Q2: 3,289 shares; 2025Q3: 2,755 shares; 2025Q4: 2,587 shares 2,587 $418K 0.05% -168 Timeline RSPE INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,448 shares; 2024Q4: 11,034 shares; 2025Q1: 12,177 shares; 2025Q2: 13,127 shares; 2025Q3: 13,182 shares; 2025Q4: 13,680 shares 13,680 $408K 0.05% +498 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,270 shares; 2025Q4: 2,357 shares 2,357 $403K 0.05% +87 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: not reported; 2024Q4: not reported; 2025Q1: 1,316 shares; 2025Q2: 1,342 shares; 2025Q3: 1,332 shares; 2025Q4: 1,190 shares 1,190 $402K 0.05% -142 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,663 shares; 2024Q4: 3,730 shares; 2025Q1: 3,802 shares; 2025Q2: 3,808 shares; 2025Q3: 3,206 shares; 2025Q4: 2,924 shares 2,924 $397K 0.05% -282 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,467 shares; 2025Q3: 1,677 shares; 2025Q4: 1,825 shares 1,825 $396K 0.05% +148 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: 4,503 shares; 2024Q4: 4,777 shares; 2025Q1: 4,688 shares; 2025Q2: 5,526 shares; 2025Q3: 7,890 shares; 2025Q4: 6,843 shares 6,843 $395K 0.05% -1,047 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: 858 shares; 2024Q4: 785 shares; 2025Q1: 852 shares; 2025Q2: 788 shares; 2025Q3: 655 shares; 2025Q4: 324 shares 324 $394K 0.05% -331 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,366 shares; 2025Q1: 5,277 shares; 2025Q2: 5,679 shares; 2025Q3: 5,227 shares; 2025Q4: 4,774 shares 4,774 $392K 0.05% -453 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: 1,536 shares; 2024Q4: 1,544 shares; 2025Q1: not reported; 2025Q2: 181,897 shares; 2025Q3: 176,161 shares; 2025Q4: 1,854 shares 1,854 $390K 0.05% -174,307 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,110 shares; 2025Q1: 5,006 shares; 2025Q2: 5,045 shares; 2025Q3: 5,275 shares; 2025Q4: 6,115 shares 6,115 $388K 0.05% +840 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: not reported; 2024Q4: 9,934 shares; 2025Q1: 13,318 shares; 2025Q2: 14,027 shares; 2025Q3: 15,186 shares; 2025Q4: 13,799 shares 13,799 $385K 0.05% -1,387 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: 9,514 shares; 2024Q4: 9,135 shares; 2025Q1: 9,084 shares; 2025Q2: 9,513 shares; 2025Q3: 10,522 shares; 2025Q4: 9,358 shares 9,358 $381K 0.05% -1,164 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: 1,697 shares; 2024Q4: 1,789 shares; 2025Q1: 1,803 shares; 2025Q2: 1,837 shares; 2025Q3: 1,886 shares; 2025Q4: 1,858 shares 1,858 $377K 0.05% -28 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,435 shares; 2024Q4: 1,522 shares; 2025Q1: 1,918 shares; 2025Q2: 1,970 shares; 2025Q3: 1,630 shares; 2025Q4: 1,368 shares 1,368 $376K 0.05% -262 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: 4,305 shares; 2024Q4: 4,669 shares; 2025Q1: 4,355 shares; 2025Q2: 3,867 shares; 2025Q3: 4,037 shares; 2025Q4: 4,687 shares 4,687 $376K 0.05% +650 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,707 shares; 2024Q4: 1,903 shares; 2025Q1: 1,774 shares; 2025Q2: 1,787 shares; 2025Q3: 1,934 shares; 2025Q4: 1,668 shares 1,668 $373K 0.05% -266 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: not reported; 2024Q4: 4,281 shares; 2025Q1: 3,064 shares; 2025Q2: 3,415 shares; 2025Q3: 3,655 shares; 2025Q4: 3,982 shares 3,982 $371K 0.05% +327 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,509 shares; 2025Q1: 4,314 shares; 2025Q2: 4,580 shares; 2025Q3: 4,714 shares; 2025Q4: 5,348 shares 5,348 $371K 0.05% +634 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,661 shares; 2025Q4: 1,664 shares 1,664 $365K 0.05% +3 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 343 shares; 2025Q4: 443 shares 443 $363K 0.05% +100 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: 4,578 shares; 2024Q4: 4,574 shares; 2025Q1: 4,572 shares; 2025Q2: 4,255 shares; 2025Q3: 4,255 shares; 2025Q4: 4,255 shares 4,255 $360K 0.05% 0 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: 2,207 shares; 2024Q4: 2,367 shares; 2025Q1: 2,574 shares; 2025Q2: 2,996 shares; 2025Q3: 2,864 shares; 2025Q4: 2,851 shares 2,851 $357K 0.04% -13 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: 1,477 shares; 2024Q4: 1,406 shares; 2025Q1: 1,238 shares; 2025Q2: 1,015 shares; 2025Q3: 1,041 shares; 2025Q4: 1,331 shares 1,331 $357K 0.04% +290 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: 731 shares; 2024Q4: 1,142 shares; 2025Q1: 1,439 shares; 2025Q2: 1,292 shares; 2025Q3: 1,207 shares; 2025Q4: 1,343 shares 1,343 $356K 0.04% +136 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 832 shares; 2024Q4: not reported; 2025Q1: 643 shares; 2025Q2: 687 shares; 2025Q3: 728 shares; 2025Q4: 749 shares 749 $350K 0.04% +21 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,413 shares; 2025Q4: 1,611 shares 1,611 $350K 0.04% +198 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,832 shares; 2024Q4: 5,045 shares; 2025Q1: 3,658 shares; 2025Q2: 5,271 shares; 2025Q3: 7,541 shares; 2025Q4: 6,764 shares 6,764 $344K 0.04% -777 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: 2,700 shares; 2024Q4: 2,757 shares; 2025Q1: 2,787 shares; 2025Q2: 2,786 shares; 2025Q3: 2,913 shares; 2025Q4: 2,963 shares 2,963 $342K 0.04% +50 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,472 shares; 2024Q4: 2,605 shares; 2025Q1: 2,764 shares; 2025Q2: 3,084 shares; 2025Q3: 4,102 shares; 2025Q4: 3,892 shares 3,892 $339K 0.04% -210 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,616 shares; 2024Q4: 77,171 shares; 2025Q1: 118,452 shares; 2025Q2: 102,248 shares; 2025Q3: 110,080 shares; 2025Q4: 5,852 shares 5,852 $339K 0.04% -104,228 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,767 shares; 2024Q4: 2,188 shares; 2025Q1: 2,190 shares; 2025Q2: 2,225 shares; 2025Q3: 2,745 shares; 2025Q4: 2,243 shares 2,243 $333K 0.04% -502 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,291 shares; 2024Q4: 4,741 shares; 2025Q1: 4,551 shares; 2025Q2: 4,439 shares; 2025Q3: 4,017 shares; 2025Q4: 3,327 shares 3,327 $332K 0.04% -690 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,471 shares; 2024Q4: 8,515 shares; 2025Q1: 8,174 shares; 2025Q2: 7,297 shares; 2025Q3: 10,051 shares; 2025Q4: 10,079 shares 10,079 $330K 0.04% +28 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,853 shares; 2025Q3: 2,129 shares; 2025Q4: 2,661 shares 2,661 $327K 0.04% +532 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: 1,917 shares; 2024Q4: 2,067 shares; 2025Q1: 2,226 shares; 2025Q2: 2,232 shares; 2025Q3: 2,039 shares; 2025Q4: 2,109 shares 2,109 $325K 0.04% +70 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,428 shares; 2024Q4: 4,835 shares; 2025Q1: 4,789 shares; 2025Q2: 4,840 shares; 2025Q3: 4,867 shares; 2025Q4: 4,783 shares 4,783 $322K 0.04% -84 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: 4,290 shares; 2024Q4: 4,302 shares; 2025Q1: 4,304 shares; 2025Q2: 4,310 shares; 2025Q3: 4,702 shares; 2025Q4: 4,327 shares 4,327 $318K 0.04% -375 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,373 shares; 2025Q1: 5,290 shares; 2025Q2: 5,864 shares; 2025Q3: 5,814 shares; 2025Q4: 5,343 shares 5,343 $316K 0.04% -471 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,702 shares; 2025Q4: 7,598 shares 7,598 $312K 0.04% +1,896 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: 914 shares; 2024Q4: 903 shares; 2025Q1: 947 shares; 2025Q2: 1,130 shares; 2025Q3: 1,049 shares; 2025Q4: 1,073 shares 1,073 $310K 0.04% +24 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,135 shares; 2025Q4: 2,226 shares 2,226 $307K 0.04% +91 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,964 shares; 2024Q4: 1,964 shares; 2025Q1: 2,049 shares; 2025Q2: 2,305 shares; 2025Q3: 2,306 shares; 2025Q4: 2,542 shares 2,542 $306K 0.04% +236 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,588 shares; 2024Q4: 2,326 shares; 2025Q1: 2,245 shares; 2025Q2: 2,325 shares; 2025Q3: 2,325 shares; 2025Q4: 2,325 shares 2,325 $302K 0.04% 0 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,886 shares 5,886 $299K 0.04% new 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: 690 shares; 2024Q4: 701 shares; 2025Q1: 734 shares; 2025Q2: 780 shares; 2025Q3: 562 shares; 2025Q4: 565 shares 565 $295K 0.04% +3 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: 1,041 shares; 2024Q4: 755 shares; 2025Q1: 855 shares; 2025Q2: 842 shares; 2025Q3: 806 shares; 2025Q4: 838 shares 838 $293K 0.04% +32 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 833 shares; 2025Q4: 827 shares 827 $292K 0.04% -6 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: 3,762 shares; 2024Q4: 3,775 shares; 2025Q1: 3,784 shares; 2025Q2: 3,794 shares; 2025Q3: 3,803 shares; 2025Q4: 3,811 shares 3,811 $283K 0.04% +8 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: 977 shares; 2024Q4: 1,073 shares; 2025Q1: not reported; 2025Q2: 980 shares; 2025Q3: 1,181 shares; 2025Q4: 1,170 shares 1,170 $282K 0.04% -11 Timeline BFH BREAD FINANCIAL HOLDINGS INC More: the full row for BREAD FINANCIAL HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,771 shares; 2025Q3: 3,771 shares; 2025Q4: 3,771 shares 3,771 $279K 0.03% 0 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 42 shares; 2025Q3: 49 shares; 2025Q4: 52 shares 52 $278K 0.03% +3 Timeline IOT SAMSARA INC More: the full row for SAMSARA 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: 7,662 shares 7,662 $272K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 854 shares; 2025Q3: 887 shares; 2025Q4: 1,001 shares 1,001 $272K 0.03% +114 Timeline SHYG 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: 5,217 shares; 2024Q4: 5,217 shares; 2025Q1: 5,217 shares; 2025Q2: 5,217 shares; 2025Q3: 6,319 shares; 2025Q4: 6,319 shares 6,319 $271K 0.03% 0 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,504 shares; 2024Q4: 9,505 shares; 2025Q1: 8,784 shares; 2025Q2: 7,795 shares; 2025Q3: 5,902 shares; 2025Q4: 6,242 shares 6,242 $271K 0.03% +340 Timeline CRPT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,974 shares; 2024Q4: 18,142 shares; 2025Q1: 19,032 shares; 2025Q2: 17,906 shares; 2025Q3: 17,906 shares; 2025Q4: 17,975 shares 17,975 $270K 0.03% +69 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,385 shares; 2025Q3: 3,307 shares; 2025Q4: 3,307 shares 3,307 $268K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,186 shares; 2025Q4: 10,193 shares 10,193 $267K 0.03% +7 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,845 shares; 2025Q4: 1,746 shares 1,746 $267K 0.03% -99 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: not reported; 2024Q4: not reported; 2025Q1: 3,943 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,947 shares 4,947 $267K 0.03% new Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,214 shares 9,214 $266K 0.03% new Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,825 shares; 2024Q4: 4,314 shares; 2025Q1: 4,310 shares; 2025Q2: 4,810 shares; 2025Q3: 6,561 shares; 2025Q4: 7,218 shares 7,218 $264K 0.03% +657 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: not reported; 2024Q4: 4,390 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,489 shares; 2025Q4: 4,918 shares 4,918 $262K 0.03% +429 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 342 shares; 2025Q4: 387 shares 387 $261K 0.03% +45 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: not reported; 2024Q4: not reported; 2025Q1: 502 shares; 2025Q2: 630 shares; 2025Q3: 558 shares; 2025Q4: 558 shares 558 $260K 0.03% 0 Timeline CPRJ CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,645 shares; 2024Q4: 9,645 shares; 2025Q1: 11,082 shares; 2025Q2: 11,082 shares; 2025Q3: 9,645 shares; 2025Q4: 9,645 shares 9,645 $258K 0.03% 0 Timeline HOG HARLEY DAVIDSON INC More: the full row for HARLEY DAVIDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,112 shares; 2025Q1: 12,807 shares; 2025Q2: 13,068 shares; 2025Q3: 14,080 shares; 2025Q4: 12,550 shares 12,550 $257K 0.03% -1,530 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 723 shares; 2025Q4: 745 shares 745 $251K 0.03% +22 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,407 shares; 2024Q4: 4,407 shares; 2025Q1: 4,407 shares; 2025Q2: 4,407 shares; 2025Q3: 4,407 shares; 2025Q4: 4,407 shares 4,407 $250K 0.03% 0 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: 7,804 shares; 2024Q4: 2,553 shares; 2025Q1: 1,637 shares; 2025Q2: 1,470 shares; 2025Q3: 1,483 shares; 2025Q4: 1,539 shares 1,539 $247K 0.03% +56 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: 1,637 shares; 2025Q2: 1,714 shares; 2025Q3: 1,723 shares; 2025Q4: 1,622 shares 1,622 $246K 0.03% -101 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: 657 shares; 2024Q4: 700 shares; 2025Q1: 679 shares; 2025Q2: 690 shares; 2025Q3: 610 shares; 2025Q4: 623 shares 623 $243K 0.03% +13 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: 706 shares; 2024Q4: 777 shares; 2025Q1: 505 shares; 2025Q2: 624 shares; 2025Q3: 577 shares; 2025Q4: 492 shares 492 $238K 0.03% -85 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,039 shares; 2024Q4: 2,761 shares; 2025Q1: 2,238 shares; 2025Q2: 1,682 shares; 2025Q3: 1,685 shares; 2025Q4: 1,688 shares 1,688 $235K 0.03% +3 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: 911 shares; 2024Q4: 535 shares; 2025Q1: 708 shares; 2025Q2: 630 shares; 2025Q3: 696 shares; 2025Q4: 549 shares 549 $234K 0.03% -147 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: 1,503 shares; 2024Q4: 1,456 shares; 2025Q1: 1,092 shares; 2025Q2: 1,152 shares; 2025Q3: 757 shares; 2025Q4: 730 shares 730 $232K 0.03% -27 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,671 shares; 2025Q4: 2,644 shares 2,644 $232K 0.03% -27 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: not reported; 2024Q4: 2,750 shares; 2025Q1: 2,801 shares; 2025Q2: 2,827 shares; 2025Q3: 2,858 shares; 2025Q4: 2,927 shares 2,927 $227K 0.03% +69 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,669 shares; 2025Q4: 1,705 shares 1,705 $223K 0.03% +36 Timeline GDLC GRAYSCALE COINDESK CRYPTO More: the full row for GRAYSCALE COINDESK CRYPTO 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: 5,300 shares 5,300 $219K 0.03% new Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 360 shares; 2025Q4: 384 shares 384 $219K 0.03% +24 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: 3,882 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,942 shares; 2025Q3: 3,738 shares; 2025Q4: 3,766 shares 3,766 $216K 0.03% +28 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,073 shares; 2025Q3: 5,073 shares; 2025Q4: 4,778 shares 4,778 $216K 0.03% -295 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,045 shares 1,045 $214K 0.03% new Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,448 shares 2,448 $209K 0.03% new Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,192 shares 2,192 $206K 0.03% new 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: not reported; 2024Q4: 1,001 shares; 2025Q1: 1,302 shares; 2025Q2: 1,593 shares; 2025Q3: 1,459 shares; 2025Q4: 1,058 shares 1,058 $206K 0.03% -401 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 630 shares; 2025Q4: 630 shares 630 $204K 0.03% 0 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,480 shares; 2025Q4: 4,375 shares 4,375 $204K 0.03% -105 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,042 shares 3,042 $201K 0.03% new Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,038 shares; 2024Q4: 9,291 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,237 shares 5,237 $200K 0.03% new Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 727 shares 727 $200K 0.03% new Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,023 shares; 2024Q4: 30,023 shares; 2025Q1: 30,023 shares; 2025Q2: 30,023 shares; 2025Q3: 30,023 shares; 2025Q4: 30,023 shares 30,023 $194K 0.02% 0 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177,105 shares; 2024Q4: 189,455 shares; 2025Q1: 213,357 shares; 2025Q2: not reported; 2025Q3: 13,421 shares; 2025Q4: 10,312 shares 10,312 $182K 0.02% -3,109 Timeline RC READY CAPITAL CORP More: the full row for READY CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,511 shares; 2024Q4: 31,511 shares; 2025Q1: 31,511 shares; 2025Q2: 23,415 shares; 2025Q3: 23,415 shares; 2025Q4: 23,415 shares 23,415 $51K 0.01% 0 Timeline