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: 769,007 shares; 2024Q4: 782,458 shares; 2025Q1: 824,580 shares; 2025Q2: 869,024 shares; 2025Q3: 1,050,323 shares; 2025Q4: 1,221,479 shares 1,221,479 $410M 29.69% +171,156 Timeline JCPB 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: 1,615,897 shares; 2024Q4: 1,869,799 shares; 2025Q1: 2,016,597 shares; 2025Q2: 2,032,669 shares; 2025Q3: 2,397,225 shares; 2025Q4: 2,566,057 shares 2,566,057 $122M 8.83% +168,832 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 965,642 shares; 2024Q4: 975,698 shares; 2025Q1: 1,025,929 shares; 2025Q2: 1,041,197 shares; 2025Q3: 1,126,103 shares; 2025Q4: 1,764,263 shares 1,764,263 $84.8M 6.15% +638,160 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: 694,364 shares; 2024Q4: 721,541 shares; 2025Q1: 722,934 shares; 2025Q2: 727,888 shares; 2025Q3: 790,510 shares; 2025Q4: 1,712,726 shares 1,712,726 $73.1M 5.3% +922,216 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: 159,982 shares; 2024Q4: 162,593 shares; 2025Q1: 161,208 shares; 2025Q2: 167,949 shares; 2025Q3: 179,175 shares; 2025Q4: 177,432 shares 177,432 $63.9M 4.63% -1,743 Timeline DFIC 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: 14,650 shares; 2025Q3: 14,650 shares; 2025Q4: 1,791,845 shares 1,791,845 $61.7M 4.48% +1,777,195 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,265,158 shares; 2025Q2: 1,313,112 shares; 2025Q3: 1,473,194 shares; 2025Q4: 1,519,555 shares 1,519,555 $61.3M 4.44% +46,361 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 419,969 shares; 2024Q4: 422,002 shares; 2025Q1: 433,517 shares; 2025Q2: 440,017 shares; 2025Q3: 473,414 shares; 2025Q4: 477,887 shares 477,887 $56.3M 4.08% +4,473 Timeline BUG 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: 1,350,101 shares; 2024Q4: 1,357,693 shares; 2025Q1: 1,399,273 shares; 2025Q2: 1,421,225 shares; 2025Q3: 1,524,354 shares; 2025Q4: 1,586,531 shares 1,586,531 $48.3M 3.5% +62,177 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: 72,384 shares; 2024Q4: 81,062 shares; 2025Q1: 87,344 shares; 2025Q2: 105,201 shares; 2025Q3: 105,212 shares; 2025Q4: 103,482 shares 103,482 $28.1M 2.04% -1,730 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,552 shares; 2024Q4: 43,462 shares; 2025Q1: 45,074 shares; 2025Q2: 47,068 shares; 2025Q3: 45,323 shares; 2025Q4: 45,589 shares 45,589 $22M 1.6% +266 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: 776,534 shares; 2024Q4: 785,275 shares; 2025Q1: 833,855 shares; 2025Q2: 760,607 shares; 2025Q3: 852,159 shares; 2025Q4: 167,584 shares 167,584 $20.1M 1.46% -684,575 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: 39,243 shares; 2024Q4: 38,327 shares; 2025Q1: 40,438 shares; 2025Q2: 51,225 shares; 2025Q3: 49,470 shares; 2025Q4: 48,986 shares 48,986 $19M 1.37% -484 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: 383,343 shares; 2024Q4: 381,865 shares; 2025Q1: 379,185 shares; 2025Q2: 383,847 shares; 2025Q3: 384,170 shares; 2025Q4: 361,379 shares 361,379 $16M 1.16% -22,791 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: 57,613 shares; 2024Q4: 59,016 shares; 2025Q1: 67,688 shares; 2025Q2: 75,092 shares; 2025Q3: 77,180 shares; 2025Q4: 75,938 shares 75,938 $14.2M 1.03% -1,242 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,298 shares; 2024Q4: 6,298 shares; 2025Q1: 7,986 shares; 2025Q2: 125,867 shares; 2025Q3: 125,111 shares; 2025Q4: 124,810 shares 124,810 $13.8M 1% -301 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: 35,534 shares; 2024Q4: 36,970 shares; 2025Q1: 37,804 shares; 2025Q2: 40,676 shares; 2025Q3: 41,168 shares; 2025Q4: 40,502 shares 40,502 $12.7M 0.92% -666 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: 33,460 shares; 2024Q4: 39,119 shares; 2025Q1: 43,335 shares; 2025Q2: 47,505 shares; 2025Q3: 48,699 shares; 2025Q4: 48,786 shares 48,786 $11.3M 0.82% +87 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,040 shares; 2024Q4: 161,023 shares; 2025Q1: 319,483 shares; 2025Q2: 203,823 shares; 2025Q3: 210,060 shares; 2025Q4: 213,727 shares 213,727 $10M 0.73% +3,667 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: 51,547 shares; 2024Q4: 49,901 shares; 2025Q1: 48,165 shares; 2025Q2: 48,000 shares; 2025Q3: 47,880 shares; 2025Q4: 47,819 shares 47,819 $9.16M 0.66% -61 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: 22,948 shares; 2024Q4: 23,370 shares; 2025Q1: 24,350 shares; 2025Q2: 25,851 shares; 2025Q3: 26,321 shares; 2025Q4: 26,588 shares 26,588 $8.34M 0.6% +267 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: 7,759 shares; 2024Q4: 8,167 shares; 2025Q1: 9,580 shares; 2025Q2: 10,075 shares; 2025Q3: 10,103 shares; 2025Q4: 10,813 shares 10,813 $7.14M 0.52% +710 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: 15,220 shares; 2024Q4: 15,774 shares; 2025Q1: 15,182 shares; 2025Q2: 17,726 shares; 2025Q3: 18,127 shares; 2025Q4: 18,274 shares 18,274 $6.32M 0.46% +147 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,716 shares; 2024Q4: 5,947 shares; 2025Q1: 8,084 shares; 2025Q2: 8,167 shares; 2025Q3: 8,685 shares; 2025Q4: 8,859 shares 8,859 $5.56M 0.4% +174 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,622 shares; 2025Q1: 20,363 shares; 2025Q2: 25,645 shares; 2025Q3: 25,645 shares; 2025Q4: 25,645 shares 25,645 $4.75M 0.34% 0 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: 30,799 shares; 2024Q4: 32,943 shares; 2025Q1: 36,110 shares; 2025Q2: 35,898 shares; 2025Q3: 36,208 shares; 2025Q4: 37,526 shares 37,526 $4.52M 0.33% +1,318 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: 6,408 shares; 2024Q4: 6,668 shares; 2025Q1: 7,133 shares; 2025Q2: 8,576 shares; 2025Q3: 8,991 shares; 2025Q4: 9,306 shares 9,306 $4.19M 0.3% +315 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: 3,872 shares; 2024Q4: 3,865 shares; 2025Q1: 3,883 shares; 2025Q2: 3,972 shares; 2025Q3: 6,355 shares; 2025Q4: 5,831 shares 5,831 $3.99M 0.29% -524 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,820 shares; 2025Q2: 12,923 shares; 2025Q3: 12,811 shares; 2025Q4: 12,479 shares 12,479 $3.76M 0.27% -332 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: 7,771 shares; 2024Q4: 8,408 shares; 2025Q1: 10,038 shares; 2025Q2: 10,973 shares; 2025Q3: 11,130 shares; 2025Q4: 11,466 shares 11,466 $3.69M 0.27% +336 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,407 shares; 2024Q4: 10,931 shares; 2025Q1: 12,661 shares; 2025Q2: 53,229 shares; 2025Q3: 39,204 shares; 2025Q4: 44,728 shares 44,728 $3.61M 0.26% +5,524 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: 4,129 shares; 2024Q4: 4,042 shares; 2025Q1: 4,430 shares; 2025Q2: 4,621 shares; 2025Q3: 4,152 shares; 2025Q4: 4,117 shares 4,117 $3.55M 0.26% -35 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: 10,434 shares; 2024Q4: 9,355 shares; 2025Q1: 8,352 shares; 2025Q2: 10,397 shares; 2025Q3: 11,157 shares; 2025Q4: 23,659 shares 23,659 $3.41M 0.25% +12,502 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,559 shares; 2024Q4: 4,636 shares; 2025Q1: 5,021 shares; 2025Q2: 5,554 shares; 2025Q3: 5,557 shares; 2025Q4: 5,412 shares 5,412 $3.09M 0.22% -145 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: 7,424 shares; 2024Q4: 7,403 shares; 2025Q1: 7,388 shares; 2025Q2: 6,294 shares; 2025Q3: 6,261 shares; 2025Q4: 6,232 shares 6,232 $2.95M 0.21% -29 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: 4,378 shares; 2024Q4: 4,374 shares; 2025Q1: 4,423 shares; 2025Q2: 4,564 shares; 2025Q3: 4,766 shares; 2025Q4: 4,776 shares 4,776 $2.93M 0.21% +10 Timeline RWO 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: 45,217 shares; 2024Q4: 46,723 shares; 2025Q1: 74,939 shares; 2025Q2: 59,583 shares; 2025Q3: 59,261 shares; 2025Q4: 63,045 shares 63,045 $2.84M 0.21% +3,784 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: 2,509 shares; 2024Q4: 2,534 shares; 2025Q1: 2,810 shares; 2025Q2: 2,949 shares; 2025Q3: 2,459 shares; 2025Q4: 2,617 shares 2,617 $2.81M 0.2% +158 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: 6,897 shares; 2024Q4: 7,027 shares; 2025Q1: 8,112 shares; 2025Q2: 8,255 shares; 2025Q3: 8,145 shares; 2025Q4: 8,045 shares 8,045 $2.77M 0.2% -100 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: 17,836 shares; 2024Q4: 18,882 shares; 2025Q1: 20,900 shares; 2025Q2: 21,623 shares; 2025Q3: 22,181 shares; 2025Q4: 22,887 shares 22,887 $2.55M 0.18% +706 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: 24,178 shares; 2024Q4: 24,579 shares; 2025Q1: 24,580 shares; 2025Q2: 26,024 shares; 2025Q3: 24,146 shares; 2025Q4: 25,221 shares 25,221 $2.5M 0.18% +1,075 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: 6,998 shares; 2024Q4: 10,293 shares; 2025Q1: 11,123 shares; 2025Q2: 12,008 shares; 2025Q3: 12,106 shares; 2025Q4: 11,836 shares 11,836 $2.45M 0.18% -270 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: 4,535 shares; 2024Q4: 12,027 shares; 2025Q1: 12,639 shares; 2025Q2: 13,157 shares; 2025Q3: 13,222 shares; 2025Q4: 13,172 shares 13,172 $2.34M 0.17% -50 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: 9,948 shares; 2024Q4: 10,152 shares; 2025Q1: 10,724 shares; 2025Q2: 11,424 shares; 2025Q3: 11,872 shares; 2025Q4: 11,631 shares 11,631 $2.27M 0.16% -241 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: not reported; 2024Q4: 5,472 shares; 2025Q1: 5,472 shares; 2025Q2: 5,600 shares; 2025Q3: 5,971 shares; 2025Q4: 5,480 shares 5,480 $2.17M 0.16% -491 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: 7,240 shares; 2024Q4: 6,806 shares; 2025Q1: 7,398 shares; 2025Q2: 7,560 shares; 2025Q3: 7,191 shares; 2025Q4: 7,321 shares 7,321 $2.17M 0.16% +130 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: 82,504 shares; 2024Q4: 83,735 shares; 2025Q1: 31,294 shares; 2025Q2: 22,749 shares; 2025Q3: 21,255 shares; 2025Q4: 19,952 shares 19,952 $2.14M 0.15% -1,303 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: 23,523 shares; 2024Q4: 21,811 shares; 2025Q1: 22,195 shares; 2025Q2: 21,724 shares; 2025Q3: 21,453 shares; 2025Q4: 21,378 shares 21,378 $2.14M 0.15% -75 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: 3,147 shares; 2024Q4: 2,441 shares; 2025Q1: 3,146 shares; 2025Q2: 2,781 shares; 2025Q3: 2,854 shares; 2025Q4: 2,855 shares 2,855 $1.96M 0.14% +1 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: 3,743 shares; 2024Q4: 3,634 shares; 2025Q1: 4,635 shares; 2025Q2: 5,683 shares; 2025Q3: 5,696 shares; 2025Q4: 5,422 shares 5,422 $1.9M 0.14% -274 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: 2,411 shares; 2024Q4: 2,456 shares; 2025Q1: 2,642 shares; 2025Q2: 2,695 shares; 2025Q3: 2,709 shares; 2025Q4: 2,756 shares 2,756 $1.83M 0.13% +47 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,600 shares; 2024Q4: 1,600 shares; 2025Q1: 1,601 shares; 2025Q2: 1,601 shares; 2025Q3: 1,601 shares; 2025Q4: 1,601 shares 1,601 $1.71M 0.12% 0 Timeline AOA 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: 5,345 shares; 2024Q4: 5,467 shares; 2025Q1: 8,407 shares; 2025Q2: 10,184 shares; 2025Q3: 19,031 shares; 2025Q4: 18,929 shares 18,929 $1.7M 0.12% -102 Timeline RNAM AVIDITY BIOSCIENCES INC More: the full row for AVIDITY BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,496 shares; 2024Q4: 22,496 shares; 2025Q1: 22,496 shares; 2025Q2: 22,496 shares; 2025Q3: 22,496 shares; 2025Q4: 22,496 shares 22,496 $1.62M 0.12% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,320 shares; 2024Q4: 4,122 shares; 2025Q1: 4,485 shares; 2025Q2: 3,041 shares; 2025Q3: 4,556 shares; 2025Q4: 4,704 shares 4,704 $1.55M 0.11% +148 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,000 shares; 2024Q4: 20,000 shares; 2025Q1: 20,122 shares; 2025Q2: 20,122 shares; 2025Q3: 20,151 shares; 2025Q4: 20,155 shares 20,155 $1.53M 0.11% +4 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: 7,526 shares; 2024Q4: 11,217 shares; 2025Q1: 13,006 shares; 2025Q2: 13,158 shares; 2025Q3: 13,974 shares; 2025Q4: 14,180 shares 14,180 $1.5M 0.11% +206 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,998 shares; 2024Q4: 11,156 shares; 2025Q1: 15,817 shares; 2025Q2: 16,453 shares; 2025Q3: 22,170 shares; 2025Q4: 22,809 shares 22,809 $1.48M 0.11% +639 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: 4,503 shares; 2024Q4: 4,706 shares; 2025Q1: 6,237 shares; 2025Q2: 6,610 shares; 2025Q3: 6,260 shares; 2025Q4: 6,435 shares 6,435 $1.47M 0.11% +175 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,909 shares 28,909 $1.46M 0.11% new 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: 1,096 shares; 2024Q4: 1,172 shares; 2025Q1: 1,446 shares; 2025Q2: 1,559 shares; 2025Q3: 1,604 shares; 2025Q4: 15,421 shares 15,421 $1.45M 0.1% +13,817 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: 5,442 shares; 2025Q1: 6,491 shares; 2025Q2: 7,562 shares; 2025Q3: 7,923 shares; 2025Q4: 8,130 shares 8,130 $1.45M 0.1% +207 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: 11,468 shares; 2024Q4: 11,468 shares; 2025Q1: 11,468 shares; 2025Q2: 11,468 shares; 2025Q3: 11,468 shares; 2025Q4: 11,468 shares 11,468 $1.41M 0.1% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,997 shares; 2024Q4: 10,583 shares; 2025Q1: 12,113 shares; 2025Q2: 11,464 shares; 2025Q3: 11,627 shares; 2025Q4: 11,800 shares 11,800 $1.38M 0.1% +173 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: 10,063 shares; 2024Q4: 11,238 shares; 2025Q1: 15,328 shares; 2025Q2: 17,999 shares; 2025Q3: 17,133 shares; 2025Q4: 17,433 shares 17,433 $1.34M 0.1% +300 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: 3,016 shares; 2024Q4: 3,218 shares; 2025Q1: 2,768 shares; 2025Q2: 5,020 shares; 2025Q3: 5,236 shares; 2025Q4: 6,119 shares 6,119 $1.31M 0.09% +883 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: 23,078 shares; 2024Q4: 23,854 shares; 2025Q1: 25,445 shares; 2025Q2: 22,243 shares; 2025Q3: 21,039 shares; 2025Q4: 23,535 shares 23,535 $1.29M 0.09% +2,496 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,816 shares; 2024Q4: 3,868 shares; 2025Q1: 3,865 shares; 2025Q2: 4,200 shares; 2025Q3: 4,226 shares; 2025Q4: 4,267 shares 4,267 $1.26M 0.09% +41 Timeline BLD TOPBUILD COR More: the full row for TOPBUILD COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,511 shares; 2024Q4: 3,476 shares; 2025Q1: 3,256 shares; 2025Q2: 3,249 shares; 2025Q3: 2,958 shares; 2025Q4: 2,960 shares 2,960 $1.23M 0.09% +2 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: 6,261 shares; 2024Q4: 8,938 shares; 2025Q1: 9,116 shares; 2025Q2: 10,720 shares; 2025Q3: 10,402 shares; 2025Q4: 9,789 shares 9,789 $1.23M 0.09% -613 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,897 shares; 2024Q4: 6,888 shares; 2025Q1: 7,198 shares; 2025Q2: 7,407 shares; 2025Q3: 7,445 shares; 2025Q4: 7,531 shares 7,531 $1.22M 0.09% +86 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: 3,247 shares; 2024Q4: 3,272 shares; 2025Q1: 3,418 shares; 2025Q2: 3,717 shares; 2025Q3: 3,727 shares; 2025Q4: 3,890 shares 3,890 $1.19M 0.09% +163 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: 11,498 shares; 2024Q4: 12,189 shares; 2025Q1: 14,152 shares; 2025Q2: 16,293 shares; 2025Q3: 15,930 shares; 2025Q4: 16,403 shares 16,403 $1.15M 0.08% +473 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 434 shares; 2024Q4: 1,357 shares; 2025Q1: 1,384 shares; 2025Q2: 1,388 shares; 2025Q3: 1,470 shares; 2025Q4: 1,459 shares 1,459 $1.13M 0.08% -11 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: 10,708 shares; 2024Q4: 12,400 shares; 2025Q1: 11,726 shares; 2025Q2: 11,589 shares; 2025Q3: 11,931 shares; 2025Q4: 12,048 shares 12,048 $1.12M 0.08% +117 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,049 shares; 2024Q4: 4,020 shares; 2025Q1: 3,283 shares; 2025Q2: 4,273 shares; 2025Q3: 4,126 shares; 2025Q4: 4,846 shares 4,846 $1.11M 0.08% +720 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: 3,043 shares; 2024Q4: 2,899 shares; 2025Q1: 3,289 shares; 2025Q2: 3,348 shares; 2025Q3: 3,322 shares; 2025Q4: 3,356 shares 3,356 $1.1M 0.08% +34 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,628 shares; 2025Q3: 3,789 shares; 2025Q4: 3,775 shares 3,775 $1.1M 0.08% -14 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: 2,163 shares; 2024Q4: 3,196 shares; 2025Q1: 3,609 shares; 2025Q2: 3,162 shares; 2025Q3: 3,346 shares; 2025Q4: 3,719 shares 3,719 $1.06M 0.08% +373 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: 3,948 shares; 2024Q4: 4,177 shares; 2025Q1: 4,787 shares; 2025Q2: 5,459 shares; 2025Q3: 5,639 shares; 2025Q4: 5,768 shares 5,768 $1.06M 0.08% +129 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,435 shares; 2024Q4: 6,015 shares; 2025Q1: 6,586 shares; 2025Q2: 6,759 shares; 2025Q3: 8,107 shares; 2025Q4: 6,914 shares 6,914 $1.05M 0.08% -1,193 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,228 shares; 2024Q4: 2,610 shares; 2025Q1: 2,708 shares; 2025Q2: 2,988 shares; 2025Q3: 2,513 shares; 2025Q4: 2,559 shares 2,559 $996K 0.07% +46 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,163 shares; 2024Q4: 2,279 shares; 2025Q1: 2,954 shares; 2025Q2: 2,999 shares; 2025Q3: 3,083 shares; 2025Q4: 3,199 shares 3,199 $987K 0.07% +116 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: 4,525 shares; 2024Q4: 4,525 shares; 2025Q1: 4,526 shares; 2025Q2: 4,525 shares; 2025Q3: 4,525 shares; 2025Q4: 4,525 shares 4,525 $960K 0.07% 0 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: 10,127 shares; 2024Q4: 10,127 shares; 2025Q1: not reported; 2025Q2: 13,724 shares; 2025Q3: 13,813 shares; 2025Q4: 13,778 shares 13,778 $926K 0.07% -35 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: 1,950 shares; 2024Q4: 1,404 shares; 2025Q1: 1,388 shares; 2025Q2: 3,602 shares; 2025Q3: 3,487 shares; 2025Q4: 3,597 shares 3,597 $924K 0.07% +110 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: 2,397 shares; 2024Q4: 2,631 shares; 2025Q1: 2,711 shares; 2025Q2: 3,571 shares; 2025Q3: 3,330 shares; 2025Q4: 3,441 shares 3,441 $913K 0.07% +111 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: 2,732 shares; 2024Q4: 2,988 shares; 2025Q1: 3,616 shares; 2025Q2: 4,139 shares; 2025Q3: 4,305 shares; 2025Q4: 4,171 shares 4,171 $906K 0.07% -134 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: 8,387 shares; 2024Q4: 7,387 shares; 2025Q1: not reported; 2025Q2: 9,351 shares; 2025Q3: 9,892 shares; 2025Q4: 9,833 shares 9,833 $880K 0.06% -59 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: 722 shares; 2024Q4: 711 shares; 2025Q1: 873 shares; 2025Q2: 875 shares; 2025Q3: 900 shares; 2025Q4: 998 shares 998 $877K 0.06% +98 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: 6,618 shares; 2024Q4: 6,287 shares; 2025Q1: 7,360 shares; 2025Q2: 7,684 shares; 2025Q3: 7,009 shares; 2025Q4: 6,104 shares 6,104 $875K 0.06% -905 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,003 shares; 2024Q4: 84,282 shares; 2025Q1: 87,340 shares; 2025Q2: 89,165 shares; 2025Q3: 91,989 shares; 2025Q4: 18,928 shares 18,928 $870K 0.06% -73,061 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: 13,259 shares; 2024Q4: 10,185 shares; 2025Q1: 9,755 shares; 2025Q2: 10,657 shares; 2025Q3: 10,817 shares; 2025Q4: 10,481 shares 10,481 $856K 0.06% -336 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: 3,224 shares; 2024Q4: 3,594 shares; 2025Q1: 4,335 shares; 2025Q2: 5,050 shares; 2025Q3: 5,216 shares; 2025Q4: 5,190 shares 5,190 $840K 0.06% -26 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: 2,775 shares; 2024Q4: 4,077 shares; 2025Q1: 3,955 shares; 2025Q2: 4,599 shares; 2025Q3: 4,555 shares; 2025Q4: 4,289 shares 4,289 $837K 0.06% -266 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: 1,922 shares; 2024Q4: 1,988 shares; 2025Q1: 1,902 shares; 2025Q2: 2,066 shares; 2025Q3: 2,118 shares; 2025Q4: 2,197 shares 2,197 $813K 0.06% +79 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: 3,657 shares; 2024Q4: 3,626 shares; 2025Q1: 3,796 shares; 2025Q2: 4,412 shares; 2025Q3: 4,396 shares; 2025Q4: 4,693 shares 4,693 $803K 0.06% +297 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: not reported; 2024Q4: 3,203 shares; 2025Q1: 3,345 shares; 2025Q2: 3,205 shares; 2025Q3: 3,205 shares; 2025Q4: 3,097 shares 3,097 $799K 0.06% -108 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: 2,749 shares; 2024Q4: 2,806 shares; 2025Q1: 3,426 shares; 2025Q2: 4,509 shares; 2025Q3: 4,623 shares; 2025Q4: 5,058 shares 5,058 $777K 0.06% +435 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,043 shares; 2024Q4: 3,056 shares; 2025Q1: 3,079 shares; 2025Q2: 3,107 shares; 2025Q3: 3,140 shares; 2025Q4: 3,160 shares 3,160 $761K 0.06% +20 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: 1,065 shares; 2024Q4: 901 shares; 2025Q1: 1,327 shares; 2025Q2: 973 shares; 2025Q3: 1,026 shares; 2025Q4: 1,298 shares 1,298 $753K 0.05% +272 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,707 shares; 2024Q4: 3,707 shares; 2025Q1: 4,961 shares; 2025Q2: 3,567 shares; 2025Q3: 3,567 shares; 2025Q4: 3,567 shares 3,567 $750K 0.05% 0 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: 1,102 shares; 2024Q4: 1,208 shares; 2025Q1: 1,197 shares; 2025Q2: 912 shares; 2025Q3: 1,029 shares; 2025Q4: 1,308 shares 1,308 $749K 0.05% +279 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: 3,754 shares; 2024Q4: 3,687 shares; 2025Q1: 3,687 shares; 2025Q2: 3,687 shares; 2025Q3: 3,699 shares; 2025Q4: 3,699 shares 3,699 $735K 0.05% 0 Timeline IFRA 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: 13,254 shares; 2025Q3: 13,254 shares; 2025Q4: 13,254 shares 13,254 $697K 0.05% 0 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: 22,111 shares; 2024Q4: 21,526 shares; 2025Q1: 27,760 shares; 2025Q2: 26,951 shares; 2025Q3: 28,118 shares; 2025Q4: 27,938 shares 27,938 $696K 0.05% -180 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: 4,841 shares; 2024Q4: 4,969 shares; 2025Q1: 6,456 shares; 2025Q2: 8,104 shares; 2025Q3: 8,223 shares; 2025Q4: 8,452 shares 8,452 $679K 0.05% +229 Timeline BNDW 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: 9,844 shares; 2025Q4: 9,844 shares 9,844 $677K 0.05% 0 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: 854 shares; 2025Q1: 843 shares; 2025Q2: 966 shares; 2025Q3: 1,018 shares; 2025Q4: 982 shares 982 $662K 0.05% -36 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: 7,038 shares; 2024Q4: 7,038 shares; 2025Q1: 6,838 shares; 2025Q2: 6,786 shares; 2025Q3: 6,786 shares; 2025Q4: 6,786 shares 6,786 $653K 0.05% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,062 shares; 2024Q4: 665 shares; 2025Q1: 1,711 shares; 2025Q2: 1,711 shares; 2025Q3: 1,711 shares; 2025Q4: 1,711 shares 1,711 $639K 0.05% 0 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: not reported; 2024Q4: not reported; 2025Q1: 673 shares; 2025Q2: 902 shares; 2025Q3: 936 shares; 2025Q4: 975 shares 975 $637K 0.05% +39 Timeline CMF 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: 22,250 shares; 2025Q1: 22,250 shares; 2025Q2: 22,250 shares; 2025Q3: 10,882 shares; 2025Q4: 10,882 shares 10,882 $625K 0.05% 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: 2,279 shares; 2024Q4: 2,425 shares; 2025Q1: 2,641 shares; 2025Q2: 3,783 shares; 2025Q3: 3,882 shares; 2025Q4: 4,034 shares 4,034 $622K 0.05% +152 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,128 shares 17,128 $621K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: 401 shares; 2025Q2: 496 shares; 2025Q3: 503 shares; 2025Q4: 495 shares 495 $601K 0.04% -8 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,646 shares; 2024Q4: 2,659 shares; 2025Q1: 2,674 shares; 2025Q2: 2,738 shares; 2025Q3: 2,766 shares; 2025Q4: 2,594 shares 2,594 $594K 0.04% -172 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: 2,922 shares; 2025Q1: 5,368 shares; 2025Q2: 3,089 shares; 2025Q3: 3,189 shares; 2025Q4: 3,299 shares 3,299 $566K 0.04% +110 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: 627 shares; 2024Q4: 717 shares; 2025Q1: 884 shares; 2025Q2: 916 shares; 2025Q3: 850 shares; 2025Q4: 986 shares 986 $558K 0.04% +136 Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE 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: 5,521 shares 5,521 $554K 0.04% new 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: 341 shares; 2025Q1: 420 shares; 2025Q2: 473 shares; 2025Q3: 486 shares; 2025Q4: 517 shares 517 $553K 0.04% +31 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: 3,352 shares; 2024Q4: 2,223 shares; 2025Q1: 2,658 shares; 2025Q2: 2,639 shares; 2025Q3: 3,360 shares; 2025Q4: 3,788 shares 3,788 $549K 0.04% +428 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: 2,559 shares; 2024Q4: 3,114 shares; 2025Q1: 3,700 shares; 2025Q2: 4,198 shares; 2025Q3: 4,370 shares; 2025Q4: 4,446 shares 4,446 $546K 0.04% +76 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: 15,127 shares; 2024Q4: 16,991 shares; 2025Q1: 20,813 shares; 2025Q2: 24,687 shares; 2025Q3: 25,353 shares; 2025Q4: 21,917 shares 21,917 $544K 0.04% -3,436 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,058 shares; 2024Q4: 3,395 shares; 2025Q1: 4,565 shares; 2025Q2: 6,091 shares; 2025Q3: 6,136 shares; 2025Q4: 5,702 shares 5,702 $544K 0.04% -434 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: 8,410 shares; 2024Q4: 7,846 shares; 2025Q1: 8,416 shares; 2025Q2: 8,435 shares; 2025Q3: 8,469 shares; 2025Q4: 6,357 shares 6,357 $535K 0.04% -2,112 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: 776 shares; 2024Q4: 851 shares; 2025Q1: 822 shares; 2025Q2: 1,701 shares; 2025Q3: 1,681 shares; 2025Q4: 1,675 shares 1,675 $534K 0.04% -6 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: not reported; 2024Q4: not reported; 2025Q1: 10,534 shares; 2025Q2: 8,485 shares; 2025Q3: 8,554 shares; 2025Q4: 8,405 shares 8,405 $525K 0.04% -149 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: 58 shares; 2024Q4: 66 shares; 2025Q1: 82 shares; 2025Q2: 93 shares; 2025Q3: 93 shares; 2025Q4: 98 shares 98 $525K 0.04% +5 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: 818 shares; 2024Q4: 895 shares; 2025Q1: 833 shares; 2025Q2: 937 shares; 2025Q3: 955 shares; 2025Q4: 999 shares 999 $522K 0.04% +44 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: 442 shares; 2024Q4: 474 shares; 2025Q1: 517 shares; 2025Q2: 691 shares; 2025Q3: 675 shares; 2025Q4: 3,356 shares 3,356 $514K 0.04% +2,681 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: 1,098 shares; 2024Q4: 1,118 shares; 2025Q1: 1,418 shares; 2025Q2: 1,760 shares; 2025Q3: 1,729 shares; 2025Q4: 1,189 shares 1,189 $507K 0.04% -540 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: 4,929 shares; 2024Q4: 5,204 shares; 2025Q1: not reported; 2025Q2: 4,005 shares; 2025Q3: 4,133 shares; 2025Q4: 3,685 shares 3,685 $499K 0.04% -448 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: 3,412 shares; 2025Q1: 4,557 shares; 2025Q2: 4,624 shares; 2025Q3: 4,786 shares; 2025Q4: 4,931 shares 4,931 $493K 0.04% +145 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: 11,712 shares; 2025Q2: 12,474 shares; 2025Q3: 13,073 shares; 2025Q4: 13,302 shares 13,302 $491K 0.04% +229 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: 1,499 shares; 2024Q4: 1,677 shares; 2025Q1: 1,885 shares; 2025Q2: 2,229 shares; 2025Q3: 2,175 shares; 2025Q4: 2,127 shares 2,127 $484K 0.04% -48 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,767 shares; 2025Q2: 1,763 shares; 2025Q3: 1,533 shares; 2025Q4: 1,533 shares 1,533 $483K 0.03% 0 Timeline VGIT 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: 1,140,196 shares; 2024Q4: 1,162,512 shares; 2025Q1: 11,186 shares; 2025Q2: 14,723 shares; 2025Q3: 8,023 shares; 2025Q4: 8,023 shares 8,023 $481K 0.03% 0 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: 652 shares; 2024Q4: 678 shares; 2025Q1: 578 shares; 2025Q2: 586 shares; 2025Q3: 593 shares; 2025Q4: 593 shares 593 $480K 0.03% 0 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: 1,302 shares; 2024Q4: 1,468 shares; 2025Q1: 1,949 shares; 2025Q2: 1,809 shares; 2025Q3: 2,032 shares; 2025Q4: 2,054 shares 2,054 $475K 0.03% +22 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,518 shares; 2024Q4: 1,567 shares; 2025Q1: 1,754 shares; 2025Q2: 1,546 shares; 2025Q3: 1,612 shares; 2025Q4: 1,630 shares 1,630 $473K 0.03% +18 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: 4,295 shares; 2024Q4: 4,209 shares; 2025Q1: 5,324 shares; 2025Q2: 5,401 shares; 2025Q3: 5,398 shares; 2025Q4: 5,268 shares 5,268 $459K 0.03% -130 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: 3,574 shares; 2024Q4: 3,574 shares; 2025Q1: 3,574 shares; 2025Q2: 3,500 shares; 2025Q3: 3,370 shares; 2025Q4: 3,340 shares 3,340 $457K 0.03% -30 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,144 shares; 2025Q2: 9,179 shares; 2025Q3: 9,250 shares; 2025Q4: 9,300 shares 9,300 $444K 0.03% +50 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: 1,137 shares; 2025Q2: 1,920 shares; 2025Q3: 1,820 shares; 2025Q4: 1,830 shares 1,830 $444K 0.03% +10 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: 8,512 shares; 2024Q4: 8,512 shares; 2025Q1: 8,512 shares; 2025Q2: 7,942 shares; 2025Q3: 7,942 shares; 2025Q4: 7,942 shares 7,942 $435K 0.03% 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: 1,198 shares; 2024Q4: 2,161 shares; 2025Q1: 2,249 shares; 2025Q2: 2,599 shares; 2025Q3: 2,141 shares; 2025Q4: 1,241 shares 1,241 $434K 0.03% -900 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 904 shares; 2025Q4: 575 shares 575 $433K 0.03% -329 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: 4,237 shares; 2024Q4: 4,321 shares; 2025Q1: 4,986 shares; 2025Q2: 4,479 shares; 2025Q3: 4,541 shares; 2025Q4: 3,737 shares 3,737 $428K 0.03% -804 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: 846 shares; 2024Q4: 942 shares; 2025Q1: 1,102 shares; 2025Q2: 1,327 shares; 2025Q3: 1,262 shares; 2025Q4: 1,359 shares 1,359 $425K 0.03% +97 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: 2,253 shares; 2024Q4: 3,013 shares; 2025Q1: 3,013 shares; 2025Q2: 3,013 shares; 2025Q3: 3,013 shares; 2025Q4: 3,013 shares 3,013 $425K 0.03% 0 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,244 shares; 2025Q2: 16,644 shares; 2025Q3: 16,644 shares; 2025Q4: 16,644 shares 16,644 $421K 0.03% 0 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,614 shares; 2024Q4: 1,792 shares; 2025Q1: 1,639 shares; 2025Q2: 1,730 shares; 2025Q3: 1,764 shares; 2025Q4: 1,723 shares 1,723 $416K 0.03% -41 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,189 shares; 2024Q4: 1,115 shares; 2025Q1: 1,607 shares; 2025Q2: 1,485 shares; 2025Q3: 1,542 shares; 2025Q4: 1,524 shares 1,524 $413K 0.03% -18 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,358 shares; 2024Q4: 2,406 shares; 2025Q1: 2,484 shares; 2025Q2: 3,065 shares; 2025Q3: 3,100 shares; 2025Q4: 2,852 shares 2,852 $413K 0.03% -248 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 601 shares; 2025Q3: 679 shares; 2025Q4: 679 shares 679 $411K 0.03% 0 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: 1,016 shares; 2024Q4: 1,258 shares; 2025Q1: 1,223 shares; 2025Q2: 1,455 shares; 2025Q3: not reported; 2025Q4: 1,527 shares 1,527 $410K 0.03% new 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: 8,842 shares; 2024Q4: 8,260 shares; 2025Q1: 10,393 shares; 2025Q2: 10,578 shares; 2025Q3: 10,912 shares; 2025Q4: 9,820 shares 9,820 $400K 0.03% -1,092 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: not reported; 2024Q4: 844 shares; 2025Q1: 840 shares; 2025Q2: 1,217 shares; 2025Q3: 1,276 shares; 2025Q4: 1,275 shares 1,275 $399K 0.03% -1 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: 3,418 shares; 2024Q4: 3,382 shares; 2025Q1: 4,782 shares; 2025Q2: 4,284 shares; 2025Q3: 4,431 shares; 2025Q4: 4,117 shares 4,117 $398K 0.03% -314 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: 2,068 shares; 2024Q4: 2,197 shares; 2025Q1: 4,376 shares; 2025Q2: 4,603 shares; 2025Q3: 4,675 shares; 2025Q4: 1,931 shares 1,931 $392K 0.03% -2,744 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,305 shares; 2024Q4: 2,868 shares; 2025Q1: 3,058 shares; 2025Q2: 3,048 shares; 2025Q3: 3,132 shares; 2025Q4: 3,554 shares 3,554 $391K 0.03% +422 Timeline NUHY NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,672 shares; 2024Q4: 17,016 shares; 2025Q1: 17,374 shares; 2025Q2: 17,831 shares; 2025Q3: 17,837 shares; 2025Q4: 17,845 shares 17,845 $385K 0.03% +8 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: 563 shares; 2024Q4: 531 shares; 2025Q1: 863 shares; 2025Q2: 751 shares; 2025Q3: 628 shares; 2025Q4: 848 shares 848 $385K 0.03% +220 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,312 shares; 2025Q3: 1,294 shares; 2025Q4: 1,330 shares 1,330 $382K 0.03% +36 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: 552 shares; 2024Q4: 598 shares; 2025Q1: 379 shares; 2025Q2: 382 shares; 2025Q3: 388 shares; 2025Q4: 432 shares 432 $380K 0.03% +44 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: 813 shares; 2025Q2: 1,047 shares; 2025Q3: 1,068 shares; 2025Q4: 1,120 shares 1,120 $377K 0.03% +52 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 49 shares; 2025Q4: 111 shares 111 $376K 0.03% +62 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: 1,805 shares; 2024Q4: 2,095 shares; 2025Q1: 2,859 shares; 2025Q2: 3,011 shares; 2025Q3: 3,028 shares; 2025Q4: 3,207 shares 3,207 $376K 0.03% +179 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,460 shares; 2025Q4: 3,723 shares 3,723 $372K 0.03% +263 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: 685 shares; 2025Q2: 701 shares; 2025Q3: 723 shares; 2025Q4: 788 shares 788 $369K 0.03% +65 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 506 shares; 2024Q4: 528 shares; 2025Q1: 580 shares; 2025Q2: 511 shares; 2025Q3: 528 shares; 2025Q4: 541 shares 541 $366K 0.03% +13 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,625 shares; 2025Q3: 5,625 shares; 2025Q4: 5,625 shares 5,625 $361K 0.03% 0 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,302 shares; 2025Q1: 1,547 shares; 2025Q2: 1,571 shares; 2025Q3: 1,590 shares; 2025Q4: 1,588 shares 1,588 $360K 0.03% -2 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: 2,432 shares; 2025Q3: 2,602 shares; 2025Q4: 2,741 shares 2,741 $359K 0.03% +139 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: 4,535 shares; 2024Q4: 5,180 shares; 2025Q1: 5,656 shares; 2025Q2: 5,394 shares; 2025Q3: 5,559 shares; 2025Q4: 5,488 shares 5,488 $352K 0.03% -71 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,140 shares; 2024Q4: 8,913 shares; 2025Q1: 8,678 shares; 2025Q2: 8,449 shares; 2025Q3: 8,503 shares; 2025Q4: 8,482 shares 8,482 $351K 0.03% -21 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: not reported; 2024Q4: not reported; 2025Q1: 1,324 shares; 2025Q2: 1,585 shares; 2025Q3: 1,659 shares; 2025Q4: 1,888 shares 1,888 $350K 0.03% +229 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: 2,144 shares; 2025Q2: 2,144 shares; 2025Q3: 2,144 shares; 2025Q4: 2,144 shares 2,144 $345K 0.03% 0 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,931 shares; 2025Q4: 1,982 shares 1,982 $341K 0.02% +51 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,068 shares; 2024Q4: 1,195 shares; 2025Q1: 1,404 shares; 2025Q2: 1,766 shares; 2025Q3: 1,696 shares; 2025Q4: 1,924 shares 1,924 $341K 0.02% +228 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: 1,706 shares; 2024Q4: 1,850 shares; 2025Q1: 2,392 shares; 2025Q2: 2,230 shares; 2025Q3: 1,906 shares; 2025Q4: 2,087 shares 2,087 $334K 0.02% +181 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: 329 shares; 2025Q2: 398 shares; 2025Q3: 405 shares; 2025Q4: 403 shares 403 $331K 0.02% -2 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,313 shares; 2024Q4: 1,273 shares; 2025Q1: 1,314 shares; 2025Q2: 1,301 shares; 2025Q3: 1,313 shares; 2025Q4: 1,317 shares 1,317 $330K 0.02% +4 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: 775 shares; 2024Q4: 775 shares; 2025Q1: 814 shares; 2025Q2: 814 shares; 2025Q3: 735 shares; 2025Q4: 677 shares 677 $330K 0.02% -58 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: 751 shares; 2024Q4: 803 shares; 2025Q1: 1,036 shares; 2025Q2: 1,057 shares; 2025Q3: 1,041 shares; 2025Q4: 931 shares 931 $328K 0.02% -110 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 447 shares; 2025Q1: not reported; 2025Q2: 510 shares; 2025Q3: 512 shares; 2025Q4: 536 shares 536 $328K 0.02% +24 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: 497 shares; 2025Q2: 599 shares; 2025Q3: 590 shares; 2025Q4: 687 shares 687 $321K 0.02% +97 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: 614 shares; 2024Q4: 1,297 shares; 2025Q1: 1,578 shares; 2025Q2: 1,639 shares; 2025Q3: 1,625 shares; 2025Q4: 1,716 shares 1,716 $316K 0.02% +91 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: 1,607 shares; 2024Q4: 1,704 shares; 2025Q1: 2,014 shares; 2025Q2: 1,819 shares; 2025Q3: 1,635 shares; 2025Q4: 1,820 shares 1,820 $316K 0.02% +185 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: 4,595 shares; 2024Q4: 4,595 shares; 2025Q1: 6,423 shares; 2025Q2: 6,365 shares; 2025Q3: 5,504 shares; 2025Q4: 4,668 shares 4,668 $308K 0.02% -836 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 607 shares; 2025Q3: 622 shares; 2025Q4: 654 shares 654 $305K 0.02% +32 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: not reported; 2024Q4: 11,334 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,113 shares; 2025Q4: 2,113 shares 2,113 $303K 0.02% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 750 shares; 2025Q3: 791 shares; 2025Q4: 858 shares 858 $303K 0.02% +67 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,190 shares; 2024Q4: 1,273 shares; 2025Q1: 1,510 shares; 2025Q2: 1,590 shares; 2025Q3: 1,570 shares; 2025Q4: 1,372 shares 1,372 $301K 0.02% -198 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,053 shares; 2024Q4: 5,295 shares; 2025Q1: 6,492 shares; 2025Q2: 5,538 shares; 2025Q3: 5,085 shares; 2025Q4: 5,577 shares 5,577 $301K 0.02% +492 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: not reported; 2024Q4: not reported; 2025Q1: 3,780 shares; 2025Q2: 4,827 shares; 2025Q3: 5,011 shares; 2025Q4: 5,051 shares 5,051 $297K 0.02% +40 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: 3,217 shares; 2025Q4: 3,373 shares 3,373 $295K 0.02% +156 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: 1,623 shares; 2024Q4: not reported; 2025Q1: 2,100 shares; 2025Q2: not reported; 2025Q3: 1,816 shares; 2025Q4: 2,308 shares 2,308 $295K 0.02% +492 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,298 shares; 2024Q4: 1,230 shares; 2025Q1: 1,230 shares; 2025Q2: 1,230 shares; 2025Q3: 1,230 shares; 2025Q4: 2,460 shares 2,460 $294K 0.02% +1,230 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,367 shares; 2024Q4: 8,233 shares; 2025Q1: 5,744 shares; 2025Q2: 10,660 shares; 2025Q3: 7,592 shares; 2025Q4: 9,821 shares 9,821 $294K 0.02% +2,229 Timeline IFGL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,657 shares; 2024Q4: 12,657 shares; 2025Q1: 12,657 shares; 2025Q2: 12,657 shares; 2025Q3: 12,657 shares; 2025Q4: 12,657 shares 12,657 $292K 0.02% 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: 3,433 shares; 2024Q4: not reported; 2025Q1: 4,012 shares; 2025Q2: 4,964 shares; 2025Q3: 5,113 shares; 2025Q4: 5,128 shares 5,128 $290K 0.02% +15 Timeline HTH HILLTOP HLDGS INC More: the full row for HILLTOP HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,500 shares; 2024Q4: 8,508 shares; 2025Q1: 8,500 shares; 2025Q2: 8,500 shares; 2025Q3: 8,500 shares; 2025Q4: 8,526 shares 8,526 $289K 0.02% +26 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 726 shares; 2025Q3: 734 shares; 2025Q4: 742 shares 742 $289K 0.02% +8 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 535 shares; 2025Q4: 560 shares 560 $286K 0.02% +25 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 825 shares; 2025Q3: 881 shares; 2025Q4: 1,026 shares 1,026 $280K 0.02% +145 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155 shares; 2024Q4: 158 shares; 2025Q1: 163 shares; 2025Q2: 153 shares; 2025Q3: 157 shares; 2025Q4: 163 shares 163 $276K 0.02% +6 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: not reported; 2024Q4: not reported; 2025Q1: 149 shares; 2025Q2: 2,757 shares; 2025Q3: 2,895 shares; 2025Q4: 3,004 shares 3,004 $274K 0.02% +109 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,340 shares; 2025Q3: 1,465 shares; 2025Q4: 1,411 shares 1,411 $274K 0.02% -54 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: not reported; 2024Q4: not reported; 2025Q1: 3,855 shares; 2025Q2: 3,937 shares; 2025Q3: 4,065 shares; 2025Q4: 4,336 shares 4,336 $271K 0.02% +271 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT 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: 3,386 shares 3,386 $270K 0.02% new 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: 1,099 shares; 2025Q3: 1,156 shares; 2025Q4: 1,225 shares 1,225 $269K 0.02% +69 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: 479 shares; 2024Q4: 531 shares; 2025Q1: 471 shares; 2025Q2: 647 shares; 2025Q3: 520 shares; 2025Q4: 545 shares 545 $264K 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,420 shares; 2025Q3: 4,548 shares; 2025Q4: 4,364 shares 4,364 $262K 0.02% -184 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,767 shares; 2025Q3: 1,804 shares; 2025Q4: 1,810 shares 1,810 $261K 0.02% +6 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: not reported; 2024Q4: 1,621 shares; 2025Q1: 2,031 shares; 2025Q2: 1,889 shares; 2025Q3: 1,927 shares; 2025Q4: 1,956 shares 1,956 $260K 0.02% +29 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: 2,513 shares; 2024Q4: 2,339 shares; 2025Q1: 2,363 shares; 2025Q2: 2,787 shares; 2025Q3: 2,624 shares; 2025Q4: 2,770 shares 2,770 $259K 0.02% +146 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,156 shares 3,156 $257K 0.02% new Timeline SNDK SANDISK CORP More: the full row for SANDISK 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: 1,069 shares 1,069 $254K 0.02% new 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: not reported; 2024Q4: 506 shares; 2025Q1: not reported; 2025Q2: 757 shares; 2025Q3: 820 shares; 2025Q4: 538 shares 538 $253K 0.02% -282 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 576 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,216 shares 1,216 $253K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,209 shares; 2025Q3: not reported; 2025Q4: 3,191 shares 3,191 $252K 0.02% new Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 341 shares; 2025Q3: 355 shares; 2025Q4: 324 shares 324 $248K 0.02% -31 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: not reported; 2025Q1: not reported; 2025Q2: 1,836 shares; 2025Q3: 1,887 shares; 2025Q4: 1,923 shares 1,923 $245K 0.02% +36 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,047 shares; 2025Q4: 2,091 shares 2,091 $243K 0.02% +44 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,881 shares; 2025Q4: 3,016 shares 3,016 $239K 0.02% +135 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: 1,065 shares; 2025Q4: 1,156 shares 1,156 $237K 0.02% +91 Timeline SCHH 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: 11,307 shares; 2025Q3: 11,307 shares; 2025Q4: 11,307 shares 11,307 $236K 0.02% 0 Timeline LASR NLIGHT INC More: the full row for NLIGHT 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: 6,276 shares 6,276 $235K 0.02% new Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,892 shares; 2024Q4: 2,892 shares; 2025Q1: 2,892 shares; 2025Q2: 2,450 shares; 2025Q3: 2,450 shares; 2025Q4: 2,450 shares 2,450 $235K 0.02% 0 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 841 shares; 2025Q4: 918 shares 918 $235K 0.02% +77 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: not reported; 2024Q4: not reported; 2025Q1: 11,547 shares; 2025Q2: 9,756 shares; 2025Q3: 9,756 shares; 2025Q4: 9,756 shares 9,756 $235K 0.02% 0 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,466 shares; 2024Q4: 2,423 shares; 2025Q1: 2,554 shares; 2025Q2: 2,667 shares; 2025Q3: 2,670 shares; 2025Q4: 2,687 shares 2,687 $234K 0.02% +17 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 756 shares; 2025Q4: 791 shares 791 $228K 0.02% +35 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: 391 shares; 2024Q4: not reported; 2025Q1: 848 shares; 2025Q2: 1,264 shares; 2025Q3: not reported; 2025Q4: 649 shares 649 $228K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,028 shares; 2025Q3: 1,049 shares; 2025Q4: 1,059 shares 1,059 $226K 0.02% +10 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,065 shares 1,065 $222K 0.02% new 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: 781 shares; 2024Q4: 868 shares; 2025Q1: 1,082 shares; 2025Q2: 1,393 shares; 2025Q3: 1,393 shares; 2025Q4: 849 shares 849 $220K 0.02% -544 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 648 shares 648 $219K 0.02% new Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 768 shares 768 $218K 0.02% new Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,870 shares; 2025Q4: 1,918 shares 1,918 $217K 0.02% +48 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,260 shares 2,260 $217K 0.02% new 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: 2,243 shares; 2024Q4: 1,946 shares; 2025Q1: 2,365 shares; 2025Q2: not reported; 2025Q3: 1,630 shares; 2025Q4: 1,679 shares 1,679 $217K 0.02% +49 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,802 shares 1,802 $216K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 708 shares 708 $208K 0.02% new Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL 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: 6,775 shares 6,775 $207K 0.01% new 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: 335 shares; 2025Q3: 365 shares; 2025Q4: 356 shares 356 $207K 0.01% -9 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,516 shares 1,516 $206K 0.01% new Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,878 shares; 2025Q4: 5,878 shares 5,878 $204K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 849 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 822 shares 822 $204K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,761 shares; 2025Q4: 5,048 shares 5,048 $203K 0.01% +287 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,391 shares; 2025Q3: not reported; 2025Q4: 2,348 shares 2,348 $201K 0.01% 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: 347 shares; 2025Q4: 351 shares 351 $200K 0.01% +4 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: 13,328 shares; 2024Q4: 15,185 shares; 2025Q1: 16,160 shares; 2025Q2: 14,070 shares; 2025Q3: 14,280 shares; 2025Q4: 14,292 shares 14,292 $188K 0.01% +12 Timeline FCT FIRST TR SR FLTG RATE INCOME More: the full row for FIRST TR SR FLTG RATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,477 shares; 2025Q1: 16,477 shares; 2025Q2: 16,577 shares; 2025Q3: 15,435 shares; 2025Q4: 15,161 shares 15,161 $153K 0.01% -274 Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,265 shares 11,265 $94K 0.01% new OPEN OPENDOOR TECHNOLOGIES INC More: the full row for OPENDOOR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,522 shares 12,522 $73K 0.01% new Timeline PROP PRAIRIE OPER CO More: the full row for PRAIRIE OPER 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: 17,000 shares; 2025Q3: 20,000 shares; 2025Q4: 25,000 shares 25,000 $42.2K <0.01% +5,000 Timeline ALIT ALIGHT INC More: the full row for ALIGHT 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: 13,170 shares 13,170 $25.7K <0.01% new Timeline NNVC NANOVIRICIDES INC More: the full row for NANOVIRICIDES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,000 shares; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 15,000 shares; 2025Q3: 17,000 shares; 2025Q4: 20,000 shares 20,000 $22.6K <0.01% +3,000 Timeline TRIB TRINITY BIOTECH INVT LTD More: the full row for TRINITY BIOTECH INVT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,666 shares; 2024Q4: 25,666 shares; 2025Q1: 25,666 shares; 2025Q2: 25,666 shares; 2025Q3: 25,666 shares; 2025Q4: 25,666 shares 25,666 $20.3K <0.01% 0 Timeline