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: not loaded; 2024Q4: 94,798 shares; 2025Q1: 94,258 shares; 2025Q2: 92,648 shares; 2025Q3: 92,408 shares; 2025Q4: 96,528 shares 96,528 $26.2M 6.53% +4,120 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: not loaded; 2024Q4: 50,589 shares; 2025Q1: 51,548 shares; 2025Q2: 50,369 shares; 2025Q3: 49,914 shares; 2025Q4: 47,049 shares 47,049 $22.8M 5.66% -2,865 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: not loaded; 2024Q4: 110,611 shares; 2025Q1: 110,073 shares; 2025Q2: 120,006 shares; 2025Q3: 119,998 shares; 2025Q4: 108,541 shares 108,541 $20.2M 5.04% -11,457 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 81,269 shares; 2025Q1: 94,028 shares; 2025Q2: 99,643 shares; 2025Q3: not reported; 2025Q4: 98,774 shares 98,774 $12.7M 3.17% 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: not loaded; 2024Q4: 33,341 shares; 2025Q1: 33,136 shares; 2025Q2: 36,166 shares; 2025Q3: not reported; 2025Q4: 36,910 shares 36,910 $11.6M 2.87% new Timeline JSTC TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 319,680 shares; 2025Q1: 348,869 shares; 2025Q2: 516,504 shares; 2025Q3: not reported; 2025Q4: 541,900 shares 541,900 $11M 2.74% new Timeline VEGN ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,355 shares; 2025Q1: 109,567 shares; 2025Q2: 130,899 shares; 2025Q3: not reported; 2025Q4: 162,029 shares 162,029 $9.85M 2.45% new Timeline CHGX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 290,098 shares; 2025Q3: not reported; 2025Q4: 303,029 shares 303,029 $8.24M 2.05% new Timeline NXTE INVESTMENT MANAGERS SER TR I More: the full row for INVESTMENT MANAGERS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 469,470 shares; 2025Q1: 477,247 shares; 2025Q2: 476,210 shares; 2025Q3: not reported; 2025Q4: 205,017 shares 205,017 $7.91M 1.97% new Timeline VGSR MANAGER DIRECTED PORTFOLIOS More: the full row for MANAGER DIRECTED PORTFOLIOS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 218,868 shares; 2025Q1: 232,125 shares; 2025Q2: 226,836 shares; 2025Q3: not reported; 2025Q4: 715,779 shares 715,779 $7.44M 1.85% new Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 27,071 shares; 2025Q1: 27,144 shares; 2025Q2: 26,655 shares; 2025Q3: 24,139 shares; 2025Q4: 21,694 shares 21,694 $6.59M 1.64% -2,445 Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 236,745 shares; 2025Q1: 232,292 shares; 2025Q2: 231,353 shares; 2025Q3: 231,200 shares; 2025Q4: 209,221 shares 209,221 $6.58M 1.64% -21,979 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: not loaded; 2024Q4: 42,395 shares; 2025Q1: 42,234 shares; 2025Q2: 38,859 shares; 2025Q3: 38,853 shares; 2025Q4: 28,305 shares 28,305 $6.47M 1.61% -10,548 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: not loaded; 2024Q4: 19,490 shares; 2025Q1: 18,789 shares; 2025Q2: 17,595 shares; 2025Q3: 17,467 shares; 2025Q4: 17,773 shares 17,773 $6.12M 1.52% +306 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: not loaded; 2024Q4: 5,422 shares; 2025Q1: 5,399 shares; 2025Q2: 5,538 shares; 2025Q3: 5,375 shares; 2025Q4: 5,414 shares 5,414 $5.82M 1.45% +39 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: not loaded; 2024Q4: 15,734 shares; 2025Q1: 15,765 shares; 2025Q2: 15,358 shares; 2025Q3: 15,326 shares; 2025Q4: 16,508 shares 16,508 $5.32M 1.32% +1,182 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: not loaded; 2024Q4: 4,752 shares; 2025Q1: 4,768 shares; 2025Q2: 20,477 shares; 2025Q3: 20,789 shares; 2025Q4: 21,260 shares 21,260 $4.91M 1.22% +471 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: not loaded; 2024Q4: 10,906 shares; 2025Q1: 12,422 shares; 2025Q2: 10,653 shares; 2025Q3: 10,462 shares; 2025Q4: 8,067 shares 8,067 $4.61M 1.15% -2,395 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: not loaded; 2024Q4: 41,835 shares; 2025Q1: 41,827 shares; 2025Q2: 38,102 shares; 2025Q3: 38,116 shares; 2025Q4: 30,998 shares 30,998 $3.88M 0.97% -7,118 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 46,154 shares; 2025Q1: 45,662 shares; 2025Q2: 44,269 shares; 2025Q3: 44,472 shares; 2025Q4: 41,679 shares 41,679 $3.83M 0.95% -2,793 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,600 shares; 2025Q1: 4,601 shares; 2025Q2: 4,136 shares; 2025Q3: 4,572 shares; 2025Q4: 3,399 shares 3,399 $3.64M 0.9% -1,173 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: not loaded; 2024Q4: 10,665 shares; 2025Q1: 10,685 shares; 2025Q2: 10,109 shares; 2025Q3: 45,629 shares; 2025Q4: 10,768 shares 10,768 $3.38M 0.84% -34,861 Timeline BEPC BROOKFIELD RENEWABLE CORP More: the full row for BROOKFIELD RENEWABLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 103,578 shares; 2025Q1: 94,897 shares; 2025Q2: 92,137 shares; 2025Q3: 90,664 shares; 2025Q4: 85,066 shares 85,066 $3.26M 0.81% -5,598 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: not loaded; 2024Q4: 25,454 shares; 2025Q1: 22,292 shares; 2025Q2: 20,772 shares; 2025Q3: not reported; 2025Q4: 16,728 shares 16,728 $3.08M 0.77% new 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: not loaded; 2024Q4: 8,011 shares; 2025Q1: 8,158 shares; 2025Q2: 8,317 shares; 2025Q3: 8,320 shares; 2025Q4: 8,319 shares 8,319 $3.08M 0.77% -1 Timeline OWNS QUAKER INVT TR More: the full row for QUAKER INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 84,251 shares; 2025Q1: 89,885 shares; 2025Q2: 112,989 shares; 2025Q3: not reported; 2025Q4: 165,205 shares 165,205 $2.88M 0.72% new 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: not loaded; 2024Q4: 3,077 shares; 2025Q1: 3,127 shares; 2025Q2: 3,184 shares; 2025Q3: 3,180 shares; 2025Q4: 3,320 shares 3,320 $2.86M 0.71% +140 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,234 shares; 2025Q1: 9,201 shares; 2025Q2: 7,808 shares; 2025Q3: 7,818 shares; 2025Q4: 6,684 shares 6,684 $2.85M 0.71% -1,134 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: not loaded; 2024Q4: 12,652 shares; 2025Q1: 12,745 shares; 2025Q2: 16,936 shares; 2025Q3: 16,881 shares; 2025Q4: 18,251 shares 18,251 $2.62M 0.65% +1,370 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 loaded; 2024Q4: 31,301 shares; 2025Q1: 26,705 shares; 2025Q2: 26,056 shares; 2025Q3: not reported; 2025Q4: 16,197 shares 16,197 $2.61M 0.65% new 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: not loaded; 2024Q4: 25,395 shares; 2025Q1: 25,036 shares; 2025Q2: 26,014 shares; 2025Q3: 25,885 shares; 2025Q4: 26,097 shares 26,097 $2.59M 0.64% +212 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: not loaded; 2024Q4: 4,808 shares; 2025Q1: 4,161 shares; 2025Q2: 3,796 shares; 2025Q3: 3,809 shares; 2025Q4: 16,453 shares 16,453 $2.52M 0.63% +12,644 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: not loaded; 2024Q4: 5,146 shares; 2025Q1: 5,362 shares; 2025Q2: 6,306 shares; 2025Q3: 6,324 shares; 2025Q4: 6,892 shares 6,892 $2.42M 0.6% +568 Timeline ETHO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 36,527 shares; 2025Q1: 38,415 shares; 2025Q2: 38,708 shares; 2025Q3: not reported; 2025Q4: 36,934 shares 36,934 $2.41M 0.6% new 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: not loaded; 2024Q4: 16,318 shares; 2025Q1: 16,095 shares; 2025Q2: 14,907 shares; 2025Q3: 17,360 shares; 2025Q4: 13,542 shares 13,542 $2.38M 0.59% -3,818 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,181 shares 36,181 $2.37M 0.59% new 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: not loaded; 2024Q4: 9,805 shares; 2025Q1: 12,503 shares; 2025Q2: 11,746 shares; 2025Q3: 11,768 shares; 2025Q4: 8,798 shares 8,798 $2.31M 0.57% -2,970 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 loaded; 2024Q4: 3,166 shares; 2025Q1: 8,079 shares; 2025Q2: 7,181 shares; 2025Q3: 7,214 shares; 2025Q4: 5,880 shares 5,880 $2.29M 0.57% -1,334 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 68,734 shares; 2025Q1: 68,657 shares; 2025Q2: 79,536 shares; 2025Q3: 79,442 shares; 2025Q4: 82,856 shares 82,856 $2.12M 0.53% +3,414 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: not loaded; 2024Q4: 5,041 shares; 2025Q1: 13,915 shares; 2025Q2: 15,662 shares; 2025Q3: 15,725 shares; 2025Q4: 12,993 shares 12,993 $2.1M 0.52% -2,732 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: not loaded; 2024Q4: 8,380 shares; 2025Q1: 9,792 shares; 2025Q2: 8,505 shares; 2025Q3: 8,529 shares; 2025Q4: 6,285 shares 6,285 $2M 0.5% -2,244 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: not loaded; 2024Q4: 13,178 shares; 2025Q1: 12,960 shares; 2025Q2: 13,587 shares; 2025Q3: 13,196 shares; 2025Q4: 13,280 shares 13,280 $1.91M 0.47% +84 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,110 shares; 2025Q1: 9,074 shares; 2025Q2: 7,601 shares; 2025Q3: 7,606 shares; 2025Q4: 7,805 shares 7,805 $1.9M 0.47% +199 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 31,385 shares; 2025Q1: 31,203 shares; 2025Q2: 27,741 shares; 2025Q3: not reported; 2025Q4: 27,826 shares 27,826 $1.9M 0.47% new Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,723 shares; 2025Q1: 15,560 shares; 2025Q2: 14,488 shares; 2025Q3: 14,233 shares; 2025Q4: 14,351 shares 14,351 $1.87M 0.47% +118 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,161 shares; 2025Q1: 1,199 shares; 2025Q2: 1,113 shares; 2025Q3: 1,119 shares; 2025Q4: 926 shares 926 $1.86M 0.46% -193 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 88,100 shares; 2025Q1: 88,095 shares; 2025Q2: 96,241 shares; 2025Q3: 96,973 shares; 2025Q4: 172,439 shares 172,439 $1.74M 0.43% +75,466 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 loaded; 2024Q4: 12,700 shares; 2025Q1: 12,739 shares; 2025Q2: 11,741 shares; 2025Q3: 11,024 shares; 2025Q4: 8,304 shares 8,304 $1.73M 0.43% -2,720 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,921 shares; 2025Q1: 9,827 shares; 2025Q2: 9,778 shares; 2025Q3: 7,999 shares; 2025Q4: 6,526 shares 6,526 $1.7M 0.42% -1,473 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,428 shares; 2025Q1: 14,211 shares; 2025Q2: 14,476 shares; 2025Q3: 14,364 shares; 2025Q4: 12,300 shares 12,300 $1.67M 0.42% -2,064 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: not loaded; 2024Q4: 9,929 shares; 2025Q1: 10,293 shares; 2025Q2: 8,249 shares; 2025Q3: 7,702 shares; 2025Q4: 7,033 shares 7,033 $1.63M 0.4% -669 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,217 shares; 2025Q1: 17,058 shares; 2025Q2: 16,427 shares; 2025Q3: 16,273 shares; 2025Q4: 12,612 shares 12,612 $1.61M 0.4% -3,661 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,481 shares; 2025Q3: 2,514 shares; 2025Q4: 2,838 shares 2,838 $1.61M 0.4% +324 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: not loaded; 2024Q4: 4,605 shares; 2025Q1: 4,783 shares; 2025Q2: 4,848 shares; 2025Q3: 4,805 shares; 2025Q4: 5,396 shares 5,396 $1.6M 0.4% +591 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: not loaded; 2024Q4: 6,662 shares; 2025Q1: 6,675 shares; 2025Q2: 6,026 shares; 2025Q3: 6,027 shares; 2025Q4: 5,953 shares 5,953 $1.6M 0.4% -74 Timeline FTSD FRANKLIN ETF TR More: the full row for FRANKLIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,965 shares; 2025Q1: 16,905 shares; 2025Q2: 16,703 shares; 2025Q3: 17,387 shares; 2025Q4: 17,492 shares 17,492 $1.59M 0.4% +105 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,558 shares; 2025Q1: 11,417 shares; 2025Q2: 10,346 shares; 2025Q3: 10,270 shares; 2025Q4: 5,398 shares 5,398 $1.56M 0.39% -4,872 Timeline GRNB VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 55,675 shares; 2025Q1: 60,014 shares; 2025Q2: 62,688 shares; 2025Q3: not reported; 2025Q4: 63,969 shares 63,969 $1.56M 0.39% new Timeline SHG SHINHAN FINANCIAL GROUP CO L More: the full row for SHINHAN FINANCIAL GROUP CO L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 27,126 shares; 2025Q1: 27,085 shares; 2025Q2: 28,780 shares; 2025Q3: 28,658 shares; 2025Q4: 28,874 shares 28,874 $1.55M 0.39% +216 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: not loaded; 2024Q4: 13,984 shares; 2025Q1: 12,571 shares; 2025Q2: 13,759 shares; 2025Q3: 13,703 shares; 2025Q4: 14,688 shares 14,688 $1.55M 0.38% +985 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: not loaded; 2024Q4: 6,823 shares; 2025Q1: 6,519 shares; 2025Q2: 7,342 shares; 2025Q3: 7,294 shares; 2025Q4: 7,424 shares 7,424 $1.54M 0.38% +130 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: not loaded; 2024Q4: 7,547 shares; 2025Q1: 7,426 shares; 2025Q2: 6,964 shares; 2025Q3: 7,055 shares; 2025Q4: 5,192 shares 5,192 $1.54M 0.38% -1,863 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2,378 shares; 2025Q4: 2 shares 2 $1.51M 0.38% -2,376 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: not loaded; 2024Q4: 2,583 shares; 2025Q1: 2,593 shares; 2025Q2: 2,643 shares; 2025Q3: 2,646 shares; 2025Q4: 2,213 shares 2,213 $1.51M 0.38% -433 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: not loaded; 2024Q4: 19,250 shares; 2025Q1: 19,211 shares; 2025Q2: 19,557 shares; 2025Q3: 38,938 shares; 2025Q4: 41,237 shares 41,237 $1.51M 0.37% +2,299 Timeline CVMC MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,611 shares; 2025Q1: 6,083 shares; 2025Q2: 6,097 shares; 2025Q3: not reported; 2025Q4: 22,318 shares 22,318 $1.43M 0.36% new Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,791 shares; 2025Q1: 4,737 shares; 2025Q2: 3,752 shares; 2025Q3: 3,784 shares; 2025Q4: 4,366 shares 4,366 $1.43M 0.36% +582 Timeline BFAM BRIGHT HORIZONS FAM SOL IN D More: the full row for BRIGHT HORIZONS FAM SOL IN D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 18,096 shares; 2025Q1: 21,386 shares; 2025Q2: 19,296 shares; 2025Q3: 19,322 shares; 2025Q4: 13,919 shares 13,919 $1.41M 0.35% -5,403 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 25,363 shares; 2025Q1: 25,140 shares; 2025Q2: 24,971 shares; 2025Q3: 25,104 shares; 2025Q4: 17,684 shares 17,684 $1.39M 0.35% -7,420 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: not loaded; 2024Q4: 8,797 shares; 2025Q1: 8,488 shares; 2025Q2: 8,512 shares; 2025Q3: 8,518 shares; 2025Q4: 8,472 shares 8,472 $1.36M 0.34% -46 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: not loaded; 2024Q4: 9,717 shares; 2025Q1: 9,622 shares; 2025Q2: 8,454 shares; 2025Q3: 8,467 shares; 2025Q4: 5,960 shares 5,960 $1.33M 0.33% -2,507 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: not loaded; 2024Q4: 9,279 shares; 2025Q1: 9,194 shares; 2025Q2: 2,870 shares; 2025Q3: 2,883 shares; 2025Q4: 3,831 shares 3,831 $1.32M 0.33% +948 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,164 shares; 2025Q1: 5,125 shares; 2025Q2: 5,708 shares; 2025Q3: 5,688 shares; 2025Q4: 5,786 shares 5,786 $1.32M 0.33% +98 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 loaded; 2024Q4: 9,643 shares; 2025Q1: 9,530 shares; 2025Q2: 9,075 shares; 2025Q3: 7,558 shares; 2025Q4: 6,068 shares 6,068 $1.29M 0.32% -1,490 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: not loaded; 2024Q4: 1,523 shares; 2025Q1: 1,521 shares; 2025Q2: 1,659 shares; 2025Q3: 1,668 shares; 2025Q4: 13,672 shares 13,672 $1.28M 0.32% +12,004 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,075 shares; 2025Q1: 15,855 shares; 2025Q2: 14,799 shares; 2025Q3: 14,836 shares; 2025Q4: 11,001 shares 11,001 $1.24M 0.31% -3,835 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,719 shares; 2025Q3: 7,808 shares; 2025Q4: 11,531 shares 11,531 $1.22M 0.3% +3,723 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,239 shares; 2025Q1: 12,213 shares; 2025Q2: 12,159 shares; 2025Q3: 12,113 shares; 2025Q4: 11,926 shares 11,926 $1.22M 0.3% -187 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: not loaded; 2024Q4: 13,810 shares; 2025Q1: 14,028 shares; 2025Q2: 15,126 shares; 2025Q3: 15,162 shares; 2025Q4: 15,391 shares 15,391 $1.19M 0.29% +229 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: not loaded; 2024Q4: 6,402 shares; 2025Q1: 6,105 shares; 2025Q2: 6,899 shares; 2025Q3: 6,781 shares; 2025Q4: 7,491 shares 7,491 $1.15M 0.29% +710 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,763 shares; 2025Q3: 6,018 shares; 2025Q4: 6,472 shares 6,472 $1.13M 0.28% +454 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: not loaded; 2024Q4: 16,882 shares; 2025Q1: 17,387 shares; 2025Q2: 18,543 shares; 2025Q3: 18,570 shares; 2025Q4: 20,306 shares 20,306 $1.12M 0.28% +1,736 Timeline RNRG 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,895 shares 32,895 $1.09M 0.27% new Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,220 shares 2,220 $1.08M 0.27% new Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,613 shares; 2025Q1: 15,593 shares; 2025Q2: 14,690 shares; 2025Q3: 14,712 shares; 2025Q4: 14,448 shares 14,448 $1.06M 0.26% -264 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 loaded; 2024Q4: 1,531 shares; 2025Q1: 1,431 shares; 2025Q2: 1,555 shares; 2025Q3: 1,490 shares; 2025Q4: 2,282 shares 2,282 $1.06M 0.26% +792 Timeline PRXG PRAXIS FDS More: the full row for PRAXIS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,913 shares; 2025Q4: 28,167 shares 28,167 $1.03M 0.26% +14,254 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: not loaded; 2024Q4: 2,376 shares; 2025Q1: 2,376 shares; 2025Q2: 2,394 shares; 2025Q3: not reported; 2025Q4: 2,036 shares 2,036 $1.02M 0.25% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,480 shares; 2025Q3: 7,488 shares; 2025Q4: 7,488 shares 7,488 $1.01M 0.25% 0 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: not loaded; 2024Q4: 4,245 shares; 2025Q1: 2,950 shares; 2025Q2: 2,707 shares; 2025Q3: 2,711 shares; 2025Q4: 2,879 shares 2,879 $1.01M 0.25% +168 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: not loaded; 2024Q4: 15,646 shares; 2025Q1: 18,208 shares; 2025Q2: 19,454 shares; 2025Q3: 19,392 shares; 2025Q4: 19,432 shares 19,432 $988K 0.25% +40 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: not loaded; 2024Q4: 4,981 shares; 2025Q1: 4,995 shares; 2025Q2: 3,816 shares; 2025Q3: 3,525 shares; 2025Q4: 3,759 shares 3,759 $967K 0.24% +234 Timeline TAN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20,817 shares; 2025Q1: 19,791 shares; 2025Q2: 22,353 shares; 2025Q3: not reported; 2025Q4: 19,668 shares 19,668 $966K 0.24% new Timeline BEP BROOKFIELD RENEWABLE ENERGY More: the full row for BROOKFIELD RENEWABLE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 50,372 shares; 2025Q1: 38,189 shares; 2025Q2: 37,671 shares; 2025Q3: 36,887 shares; 2025Q4: 35,777 shares 35,777 $964K 0.24% -1,110 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 loaded; 2024Q4: 2,918 shares; 2025Q1: 2,922 shares; 2025Q2: 3,091 shares; 2025Q3: 3,082 shares; 2025Q4: 3,081 shares 3,081 $961K 0.24% -1 Timeline BAP CREDICORP LTD More: the full row for CREDICORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,017 shares; 2025Q1: 3,017 shares; 2025Q2: 3,239 shares; 2025Q3: 3,239 shares; 2025Q4: 3,292 shares 3,292 $944K 0.23% +53 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,351 shares; 2025Q1: 11,301 shares; 2025Q2: 11,484 shares; 2025Q3: 11,484 shares; 2025Q4: 11,617 shares 11,617 $898K 0.22% +133 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: not loaded; 2024Q4: 919 shares; 2025Q1: 894 shares; 2025Q2: 1,133 shares; 2025Q3: 1,201 shares; 2025Q4: 1,350 shares 1,350 $894K 0.22% +149 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 loaded; 2024Q4: 4,987 shares; 2025Q1: 5,066 shares; 2025Q2: 2,865 shares; 2025Q3: 2,941 shares; 2025Q4: 7,102 shares 7,102 $871K 0.22% +4,161 Timeline LRGE LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,931 shares; 2025Q1: 9,620 shares; 2025Q2: 10,001 shares; 2025Q3: not reported; 2025Q4: 10,482 shares 10,482 $863K 0.21% new 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: not loaded; 2024Q4: 7,167 shares; 2025Q1: 7,363 shares; 2025Q2: 7,718 shares; 2025Q3: 8,060 shares; 2025Q4: 12,307 shares 12,307 $860K 0.21% +4,247 Timeline ORA ORMAT TECHNOLOGIES INC More: the full row for ORMAT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,881 shares; 2025Q1: 19,333 shares; 2025Q2: 17,926 shares; 2025Q3: not reported; 2025Q4: 7,793 shares 7,793 $860K 0.21% new Timeline NUDM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 22,979 shares; 2025Q1: 17,825 shares; 2025Q2: 17,753 shares; 2025Q3: not reported; 2025Q4: 23,563 shares 23,563 $853K 0.21% new Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 37,374 shares; 2025Q1: 37,258 shares; 2025Q2: 32,965 shares; 2025Q3: 32,923 shares; 2025Q4: 22,194 shares 22,194 $821K 0.2% -10,729 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 loaded; 2024Q4: 1,328 shares; 2025Q1: 1,319 shares; 2025Q2: 1,319 shares; 2025Q3: 1,319 shares; 2025Q4: 1,319 shares 1,319 $810K 0.2% 0 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: not loaded; 2024Q4: 2,950 shares; 2025Q1: 3,668 shares; 2025Q2: 3,061 shares; 2025Q3: not reported; 2025Q4: 5,811 shares 5,811 $809K 0.2% new Timeline BBN BLACKROCK TAX MUNICPAL BD TR More: the full row for BLACKROCK TAX MUNICPAL BD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 42,770 shares; 2025Q1: 45,812 shares; 2025Q2: 46,022 shares; 2025Q3: 52,520 shares; 2025Q4: 49,339 shares 49,339 $805K 0.2% -3,181 Timeline ITUB ITAU UNIBANCO HLDG S A More: the full row for ITAU UNIBANCO HLDG S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 89,744 shares; 2025Q1: 97,936 shares; 2025Q2: 104,216 shares; 2025Q3: 104,087 shares; 2025Q4: 110,305 shares 110,305 $789K 0.2% +6,218 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: not loaded; 2024Q4: 2,419 shares; 2025Q1: 2,299 shares; 2025Q2: 2,514 shares; 2025Q3: 2,497 shares; 2025Q4: 2,323 shares 2,323 $766K 0.19% -174 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 loaded; 2024Q4: 16,823 shares; 2025Q1: 16,823 shares; 2025Q2: 14,232 shares; 2025Q3: 14,232 shares; 2025Q4: 14,232 shares 14,232 $759K 0.19% 0 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,750 shares; 2025Q1: 9,239 shares; 2025Q2: 9,305 shares; 2025Q3: 9,322 shares; 2025Q4: 9,321 shares 9,321 $748K 0.19% -1 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 loaded; 2024Q4: 4,621 shares; 2025Q1: 4,588 shares; 2025Q2: 4,650 shares; 2025Q3: 4,652 shares; 2025Q4: 3,567 shares 3,567 $741K 0.18% -1,085 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: not loaded; 2024Q4: 2,479 shares; 2025Q1: 2,508 shares; 2025Q2: 4,174 shares; 2025Q3: 4,189 shares; 2025Q4: 4,267 shares 4,267 $740K 0.18% +78 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,507 shares 3,507 $737K 0.18% new Timeline SHEN SHENANDOAH TELECOMMUNICATION More: the full row for SHENANDOAH TELECOMMUNICATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 67,778 shares; 2025Q1: 68,302 shares; 2025Q2: 67,697 shares; 2025Q3: 62,373 shares; 2025Q4: 62,373 shares 62,373 $721K 0.18% 0 Timeline AMAL AMALGAMATED FINANCIAL CORP More: the full row for AMALGAMATED FINANCIAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20,648 shares; 2025Q1: 20,495 shares; 2025Q2: 21,147 shares; 2025Q3: 19,656 shares; 2025Q4: 22,477 shares 22,477 $719K 0.18% +2,821 Timeline TBLU TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,063 shares 14,063 $714K 0.18% new Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,571 shares; 2025Q3: 2,571 shares; 2025Q4: 2,705 shares 2,705 $695K 0.17% +134 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: not loaded; 2024Q4: 5,268 shares; 2025Q1: 2,463 shares; 2025Q2: 2,419 shares; 2025Q3: 2,363 shares; 2025Q4: 3,558 shares 3,558 $693K 0.17% +1,195 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,226 shares; 2025Q1: 3,542 shares; 2025Q2: 3,066 shares; 2025Q3: 3,130 shares; 2025Q4: 3,328 shares 3,328 $692K 0.17% +198 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 loaded; 2024Q4: 2,832 shares; 2025Q1: 2,810 shares; 2025Q2: 2,828 shares; 2025Q3: 2,827 shares; 2025Q4: 2,795 shares 2,795 $688K 0.17% -32 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: not loaded; 2024Q4: not reported; 2025Q1: 693 shares; 2025Q2: 826 shares; 2025Q3: 1,120 shares; 2025Q4: 845 shares 845 $683K 0.17% -275 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 loaded; 2024Q4: 2,904 shares; 2025Q1: 2,913 shares; 2025Q2: 3,329 shares; 2025Q3: 3,408 shares; 2025Q4: 3,936 shares 3,936 $673K 0.17% +528 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: not loaded; 2024Q4: 4,351 shares; 2025Q1: 4,221 shares; 2025Q2: 2,682 shares; 2025Q3: 2,661 shares; 2025Q4: 2,926 shares 2,926 $669K 0.17% +265 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: not loaded; 2024Q4: 3,907 shares; 2025Q1: 3,515 shares; 2025Q2: 2,772 shares; 2025Q3: 2,766 shares; 2025Q4: 2,760 shares 2,760 $665K 0.17% -6 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,360 shares; 2025Q1: 10,360 shares; 2025Q2: 10,354 shares; 2025Q3: not reported; 2025Q4: 8,572 shares 8,572 $663K 0.17% new Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,851 shares; 2025Q1: 3,839 shares; 2025Q2: 4,042 shares; 2025Q3: 4,010 shares; 2025Q4: 4,702 shares 4,702 $648K 0.16% +692 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: not loaded; 2024Q4: 14,196 shares; 2025Q1: 8,879 shares; 2025Q2: 8,007 shares; 2025Q3: 7,877 shares; 2025Q4: 7,491 shares 7,491 $630K 0.16% -386 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: not loaded; 2024Q4: 5,389 shares; 2025Q1: 5,324 shares; 2025Q2: 4,783 shares; 2025Q3: 1,075 shares; 2025Q4: 1,088 shares 1,088 $630K 0.16% +13 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,090 shares; 2025Q3: not reported; 2025Q4: 4,301 shares 4,301 $630K 0.16% new Timeline ICLN 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 loaded; 2024Q4: 36,083 shares; 2025Q1: 39,002 shares; 2025Q2: 37,438 shares; 2025Q3: not reported; 2025Q4: 38,184 shares 38,184 $627K 0.16% 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: not loaded; 2024Q4: 842 shares; 2025Q1: 851 shares; 2025Q2: 1,104 shares; 2025Q3: 1,106 shares; 2025Q4: 1,194 shares 1,194 $624K 0.16% +88 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: not loaded; 2024Q4: 1,756 shares; 2025Q1: 1,783 shares; 2025Q2: 2,177 shares; 2025Q3: 2,165 shares; 2025Q4: 2,350 shares 2,350 $622K 0.15% +185 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: not loaded; 2024Q4: 7,556 shares; 2025Q1: 1,775 shares; 2025Q2: 1,491 shares; 2025Q3: 1,470 shares; 2025Q4: 1,747 shares 1,747 $611K 0.15% +277 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 loaded; 2024Q4: 63 shares; 2025Q1: 89 shares; 2025Q2: 100 shares; 2025Q3: not reported; 2025Q4: 114 shares 114 $610K 0.15% new Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,338 shares; 2025Q1: 1,336 shares; 2025Q2: 1,369 shares; 2025Q3: 1,369 shares; 2025Q4: 1,608 shares 1,608 $610K 0.15% +239 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: not loaded; 2024Q4: 4,634 shares; 2025Q1: 4,326 shares; 2025Q2: 2,281 shares; 2025Q3: 2,119 shares; 2025Q4: 2,836 shares 2,836 $607K 0.15% +717 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,443 shares; 2025Q1: 7,580 shares; 2025Q2: 7,583 shares; 2025Q3: 7,654 shares; 2025Q4: 7,916 shares 7,916 $606K 0.15% +262 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,627 shares; 2025Q3: 3,385 shares; 2025Q4: 3,541 shares 3,541 $603K 0.15% +156 Timeline FGDL FRANKLIN TEMPLETON HOLDINGS More: the full row for FRANKLIN TEMPLETON HOLDINGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,442 shares; 2025Q1: 8,442 shares; 2025Q2: 8,282 shares; 2025Q3: 9,728 shares; 2025Q4: 10,101 shares 10,101 $581K 0.14% +373 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,760 shares; 2025Q1: 6,461 shares; 2025Q2: 6,457 shares; 2025Q3: 6,446 shares; 2025Q4: 7,372 shares 7,372 $579K 0.14% +926 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,319 shares; 2025Q1: 3,323 shares; 2025Q2: 3,351 shares; 2025Q3: 3,421 shares; 2025Q4: 3,530 shares 3,530 $576K 0.14% +109 Timeline FIW 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 loaded; 2024Q4: 3,161 shares; 2025Q1: 3,161 shares; 2025Q2: 3,324 shares; 2025Q3: not reported; 2025Q4: 5,074 shares 5,074 $551K 0.14% new 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: not loaded; 2024Q4: 11,612 shares; 2025Q1: 12,341 shares; 2025Q2: 7,146 shares; 2025Q3: 5,572 shares; 2025Q4: 4,913 shares 4,913 $547K 0.14% -659 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: not loaded; 2024Q4: not reported; 2025Q1: 1,134 shares; 2025Q2: 1,070 shares; 2025Q3: not reported; 2025Q4: 1,622 shares 1,622 $543K 0.14% new Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,293 shares; 2025Q1: 2,173 shares; 2025Q2: 1,807 shares; 2025Q3: 1,843 shares; 2025Q4: 1,961 shares 1,961 $539K 0.13% +118 Timeline FLOT 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 loaded; 2024Q4: not reported; 2025Q1: 10,488 shares; 2025Q2: 10,493 shares; 2025Q3: not reported; 2025Q4: 10,493 shares 10,493 $533K 0.13% new 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: not loaded; 2024Q4: 630 shares; 2025Q1: 817 shares; 2025Q2: 1,016 shares; 2025Q3: 948 shares; 2025Q4: 1,173 shares 1,173 $531K 0.13% +225 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,399 shares; 2025Q1: 9,595 shares; 2025Q2: 7,273 shares; 2025Q3: not reported; 2025Q4: 5,572 shares 5,572 $530K 0.13% 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 loaded; 2024Q4: 655 shares; 2025Q1: 908 shares; 2025Q2: 966 shares; 2025Q3: 963 shares; 2025Q4: 908 shares 908 $527K 0.13% -55 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,637 shares; 2025Q1: 4,648 shares; 2025Q2: 5,133 shares; 2025Q3: 5,208 shares; 2025Q4: 5,283 shares 5,283 $522K 0.13% +75 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 763 shares; 2025Q3: 763 shares; 2025Q4: 798 shares 798 $521K 0.13% +35 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: not loaded; 2024Q4: 11,602 shares; 2025Q1: 10,113 shares; 2025Q2: 11,666 shares; 2025Q3: 11,453 shares; 2025Q4: 12,732 shares 12,732 $518K 0.13% +1,279 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 loaded; 2024Q4: not reported; 2025Q1: 10,102 shares; 2025Q2: 11,908 shares; 2025Q3: 11,544 shares; 2025Q4: 13,984 shares 13,984 $515K 0.13% +2,440 Timeline CVSB MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,060 shares; 2025Q1: 9,043 shares; 2025Q2: 9,177 shares; 2025Q3: not reported; 2025Q4: 10,166 shares 10,166 $515K 0.13% new 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: not loaded; 2024Q4: 1,494 shares; 2025Q1: 1,494 shares; 2025Q2: 1,494 shares; 2025Q3: 1,494 shares; 2025Q4: 1,644 shares 1,644 $506K 0.13% +150 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 loaded; 2024Q4: 979 shares; 2025Q1: 1,013 shares; 2025Q2: 1,315 shares; 2025Q3: 1,391 shares; 2025Q4: 1,844 shares 1,844 $503K 0.13% +453 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: not loaded; 2024Q4: 14,421 shares; 2025Q1: 14,630 shares; 2025Q2: 16,173 shares; 2025Q3: 15,833 shares; 2025Q4: 16,672 shares 16,672 $498K 0.12% +839 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,535 shares; 2025Q1: 15,489 shares; 2025Q2: 12,124 shares; 2025Q3: 12,028 shares; 2025Q4: 12,316 shares 12,316 $497K 0.12% +288 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 loaded; 2024Q4: 1,488 shares; 2025Q1: 1,408 shares; 2025Q2: 1,594 shares; 2025Q3: 1,619 shares; 2025Q4: 1,786 shares 1,786 $484K 0.12% +167 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,200 shares; 2025Q1: 3,200 shares; 2025Q2: 3,366 shares; 2025Q3: 3,365 shares; 2025Q4: 3,452 shares 3,452 $482K 0.12% +87 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 loaded; 2024Q4: 10,467 shares; 2025Q1: 10,544 shares; 2025Q2: 11,100 shares; 2025Q3: 4,679 shares; 2025Q4: 5,073 shares 5,073 $477K 0.12% +394 Timeline HYXF 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 loaded; 2024Q4: 6,675 shares; 2025Q1: 7,155 shares; 2025Q2: 8,709 shares; 2025Q3: not reported; 2025Q4: 10,064 shares 10,064 $475K 0.12% new Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,826 shares; 2025Q3: 168,641 shares; 2025Q4: 1,381 shares 1,381 $473K 0.12% -167,260 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: not loaded; 2024Q4: 897 shares; 2025Q1: 913 shares; 2025Q2: 2,041 shares; 2025Q3: 1,940 shares; 2025Q4: 2,076 shares 2,076 $472K 0.12% +136 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 loaded; 2024Q4: 3,644 shares; 2025Q1: 3,659 shares; 2025Q2: 4,057 shares; 2025Q3: 4,139 shares; 2025Q4: 4,901 shares 4,901 $470K 0.12% +762 Timeline CDEI MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,492 shares; 2025Q1: 7,574 shares; 2025Q2: 5,782 shares; 2025Q3: not reported; 2025Q4: 5,473 shares 5,473 $452K 0.11% new 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: not loaded; 2024Q4: 1,322 shares; 2025Q1: 1,323 shares; 2025Q2: 1,424 shares; 2025Q3: 1,429 shares; 2025Q4: 1,441 shares 1,441 $440K 0.11% +12 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,081 shares; 2025Q1: 7,958 shares; 2025Q2: 8,545 shares; 2025Q3: not reported; 2025Q4: 9,722 shares 9,722 $434K 0.11% new 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,745 shares; 2025Q3: 1,703 shares; 2025Q4: 1,788 shares 1,788 $433K 0.11% +85 Timeline VITL VITAL FARMS INC More: the full row for VITAL FARMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 22,947 shares; 2025Q1: 18,336 shares; 2025Q2: 17,445 shares; 2025Q3: 11,194 shares; 2025Q4: 13,472 shares 13,472 $430K 0.11% +2,278 Timeline MGK 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 loaded; 2024Q4: 970 shares; 2025Q1: 1,032 shares; 2025Q2: 1,032 shares; 2025Q3: not reported; 2025Q4: 1,032 shares 1,032 $425K 0.11% 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 loaded; 2024Q4: 5,303 shares; 2025Q1: 4,941 shares; 2025Q2: 5,097 shares; 2025Q3: 5,088 shares; 2025Q4: 4,912 shares 4,912 $418K 0.1% -176 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,607 shares; 2025Q1: 1,430 shares; 2025Q2: 1,695 shares; 2025Q3: not reported; 2025Q4: 1,695 shares 1,695 $417K 0.1% new Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,628 shares; 2025Q1: 1,611 shares; 2025Q2: 1,611 shares; 2025Q3: 1,605 shares; 2025Q4: 1,605 shares 1,605 $406K 0.1% 0 Timeline NUDV 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: not loaded; 2024Q4: not reported; 2025Q1: 13,811 shares; 2025Q2: 13,876 shares; 2025Q3: not reported; 2025Q4: 14,410 shares 14,410 $404K 0.1% 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 loaded; 2024Q4: 4,667 shares; 2025Q1: 4,676 shares; 2025Q2: 5,029 shares; 2025Q3: 4,738 shares; 2025Q4: 5,048 shares 5,048 $398K 0.1% +310 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,482 shares; 2025Q1: 1,482 shares; 2025Q2: 1,440 shares; 2025Q3: 1,520 shares; 2025Q4: 1,833 shares 1,833 $397K 0.1% +313 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: not loaded; 2024Q4: 3,277 shares; 2025Q1: 3,270 shares; 2025Q2: 1,715 shares; 2025Q3: 1,717 shares; 2025Q4: 1,946 shares 1,946 $395K 0.1% +229 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,962 shares; 2025Q1: 10,614 shares; 2025Q2: 12,146 shares; 2025Q3: 11,814 shares; 2025Q4: 14,108 shares 14,108 $395K 0.1% +2,294 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,017 shares; 2025Q3: 3,860 shares; 2025Q4: 4,500 shares 4,500 $394K 0.1% +640 Timeline ERTH INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,288 shares; 2025Q1: 8,288 shares; 2025Q2: 8,288 shares; 2025Q3: not reported; 2025Q4: 8,320 shares 8,320 $392K 0.1% new 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: not loaded; 2024Q4: 15,926 shares; 2025Q1: 12,340 shares; 2025Q2: 15,205 shares; 2025Q3: 15,912 shares; 2025Q4: 15,764 shares 15,764 $391K 0.1% -148 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: not loaded; 2024Q4: 4,895 shares; 2025Q1: 6,774 shares; 2025Q2: 7,321 shares; 2025Q3: not reported; 2025Q4: 6,492 shares 6,492 $389K 0.1% new Timeline CVLC MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,109 shares; 2025Q1: 5,434 shares; 2025Q2: 4,730 shares; 2025Q3: not reported; 2025Q4: 4,615 shares 4,615 $388K 0.1% new Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 30,888 shares; 2025Q1: 31,361 shares; 2025Q2: 35,005 shares; 2025Q3: 32,828 shares; 2025Q4: 32,828 shares 32,828 $385K 0.1% 0 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,334 shares; 2025Q2: 3,899 shares; 2025Q3: 3,924 shares; 2025Q4: 4,036 shares 4,036 $384K 0.1% +112 Timeline NUEM 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: not loaded; 2024Q4: not reported; 2025Q1: 8,132 shares; 2025Q2: 8,136 shares; 2025Q3: not reported; 2025Q4: 10,684 shares 10,684 $380K 0.09% new Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,567 shares; 2025Q3: 5,472 shares; 2025Q4: 7,606 shares 7,606 $372K 0.09% +2,134 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,104 shares; 2025Q1: 3,124 shares; 2025Q2: 2,733 shares; 2025Q3: 2,733 shares; 2025Q4: 2,723 shares 2,723 $370K 0.09% -10 Timeline EMNT 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 loaded; 2024Q4: 2,434 shares; 2025Q1: 3,495 shares; 2025Q2: 3,582 shares; 2025Q3: not reported; 2025Q4: 3,723 shares 3,723 $367K 0.09% 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 296 shares; 2025Q3: 298 shares; 2025Q4: 301 shares 301 $365K 0.09% +3 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,514 shares; 2025Q2: 1,514 shares; 2025Q3: 1,514 shares; 2025Q4: 1,515 shares 1,515 $364K 0.09% +1 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 loaded; 2024Q4: 572 shares; 2025Q1: 639 shares; 2025Q2: 509 shares; 2025Q3: 435 shares; 2025Q4: 441 shares 441 $361K 0.09% +6 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: not loaded; 2024Q4: 482 shares; 2025Q1: 431 shares; 2025Q2: 549 shares; 2025Q3: 541 shares; 2025Q4: 546 shares 546 $360K 0.09% +5 Timeline MBNE SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,993 shares; 2025Q1: 12,248 shares; 2025Q2: 12,248 shares; 2025Q3: not reported; 2025Q4: 12,402 shares 12,402 $360K 0.09% new 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 loaded; 2024Q4: 6,956 shares; 2025Q1: 6,951 shares; 2025Q2: 7,154 shares; 2025Q3: 6,957 shares; 2025Q4: 6,671 shares 6,671 $359K 0.09% -286 Timeline QCLN 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 loaded; 2024Q4: 8,671 shares; 2025Q1: 8,583 shares; 2025Q2: 8,436 shares; 2025Q3: not reported; 2025Q4: 8,039 shares 8,039 $358K 0.09% new Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,084 shares; 2025Q2: 1,968 shares; 2025Q3: 1,968 shares; 2025Q4: 1,964 shares 1,964 $357K 0.09% -4 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 loaded; 2024Q4: 1,582 shares; 2025Q1: 1,311 shares; 2025Q2: 1,030 shares; 2025Q3: 1,022 shares; 2025Q4: 1,018 shares 1,018 $356K 0.09% -4 Timeline NUBD 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: not loaded; 2024Q4: 25,741 shares; 2025Q1: 25,454 shares; 2025Q2: 20,485 shares; 2025Q3: not reported; 2025Q4: 15,907 shares 15,907 $355K 0.09% new 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,864 shares; 2025Q4: 2,957 shares 2,957 $354K 0.09% +1,093 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,735 shares; 2025Q1: 3,713 shares; 2025Q2: 3,836 shares; 2025Q3: 4,121 shares; 2025Q4: 6,561 shares 6,561 $353K 0.09% +2,440 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,011 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,696 shares 4,696 $347K 0.09% new Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,221 shares; 2025Q1: 3,086 shares; 2025Q2: 2,663 shares; 2025Q3: 2,663 shares; 2025Q4: 2,736 shares 2,736 $344K 0.09% +73 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,250 shares; 2025Q1: 6,250 shares; 2025Q2: 6,250 shares; 2025Q3: 6,250 shares; 2025Q4: 6,250 shares 6,250 $343K 0.09% 0 Timeline PCH POTLATCHDELTIC CORP More: the full row for POTLATCHDELTIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,450 shares; 2025Q1: 9,499 shares; 2025Q2: 9,438 shares; 2025Q3: 9,632 shares; 2025Q4: 8,628 shares 8,628 $343K 0.09% -1,004 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: not loaded; 2024Q4: 11,969 shares; 2025Q1: 11,969 shares; 2025Q2: 8,569 shares; 2025Q3: not reported; 2025Q4: 8,569 shares 8,569 $339K 0.08% new Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,363 shares; 2025Q1: 1,360 shares; 2025Q2: 1,399 shares; 2025Q3: 1,399 shares; 2025Q4: 1,364 shares 1,364 $336K 0.08% -35 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,439 shares; 2025Q1: 3,450 shares; 2025Q2: 3,474 shares; 2025Q3: 3,581 shares; 2025Q4: 4,053 shares 4,053 $336K 0.08% +472 Timeline PRCS PARNASSUS FUNDS II More: the full row for PARNASSUS FUNDS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 9,580 shares; 2025Q2: 11,776 shares; 2025Q3: 12,074 shares; 2025Q4: 12,122 shares 12,122 $325K 0.08% +48 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 48,891 shares; 2025Q1: 45,841 shares; 2025Q2: 53,922 shares; 2025Q3: 52,770 shares; 2025Q4: 61,114 shares 61,114 $323K 0.08% +8,344 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,896 shares; 2025Q2: 2,791 shares; 2025Q3: 2,866 shares; 2025Q4: 3,841 shares 3,841 $322K 0.08% +975 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: not loaded; 2024Q4: 388 shares; 2025Q1: 388 shares; 2025Q2: 464 shares; 2025Q3: not reported; 2025Q4: 464 shares 464 $317K 0.08% new Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,268 shares; 2025Q1: 2,284 shares; 2025Q2: 2,310 shares; 2025Q3: 2,224 shares; 2025Q4: 2,208 shares 2,208 $314K 0.08% -16 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 loaded; 2024Q4: 2,136 shares; 2025Q1: 1,962 shares; 2025Q2: 1,424 shares; 2025Q3: 1,497 shares; 2025Q4: 1,600 shares 1,600 $310K 0.08% +103 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,644 shares; 2025Q4: 3,879 shares 3,879 $309K 0.08% -1,765 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,019 shares 2,019 $308K 0.08% new 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: not loaded; 2024Q4: 1,053 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 571 shares; 2025Q4: 684 shares 684 $307K 0.08% +113 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 loaded; 2024Q4: 1,641 shares; 2025Q1: 1,773 shares; 2025Q2: 1,343 shares; 2025Q3: 1,410 shares; 2025Q4: 1,646 shares 1,646 $305K 0.08% +236 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 687 shares 687 $305K 0.08% 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 loaded; 2024Q4: 405 shares; 2025Q1: 409 shares; 2025Q2: 315 shares; 2025Q3: 298 shares; 2025Q4: 387 shares 387 $296K 0.07% +89 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: not loaded; 2024Q4: 3,925 shares; 2025Q1: 3,947 shares; 2025Q2: 3,947 shares; 2025Q3: not reported; 2025Q4: 3,543 shares 3,543 $291K 0.07% new Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,446 shares; 2025Q3: 14,648 shares; 2025Q4: 14,861 shares 14,861 $287K 0.07% +213 Timeline ESGV 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 loaded; 2024Q4: 3,813 shares; 2025Q1: 2,393 shares; 2025Q2: 2,541 shares; 2025Q3: not reported; 2025Q4: 2,344 shares 2,344 $283K 0.07% new 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,174 shares 2,174 $277K 0.07% new Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 896 shares; 2025Q2: not reported; 2025Q3: 1,498 shares; 2025Q4: 1,493 shares 1,493 $276K 0.07% -5 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,133 shares; 2025Q1: 4,144 shares; 2025Q2: 3,150 shares; 2025Q3: 3,164 shares; 2025Q4: 3,506 shares 3,506 $274K 0.07% +342 Timeline CVIE MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,958 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,174 shares; 2025Q4: 3,822 shares 3,822 $272K 0.07% -25,352 Timeline VSGX 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 loaded; 2024Q4: 6,971 shares; 2025Q1: 4,269 shares; 2025Q2: 4,153 shares; 2025Q3: not reported; 2025Q4: 3,732 shares 3,732 $267K 0.07% new 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,894 shares; 2025Q4: 3,067 shares 3,067 $267K 0.07% +173 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,823 shares; 2025Q3: 4,994 shares; 2025Q4: 5,438 shares 5,438 $263K 0.07% +444 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,101 shares; 2025Q1: 6,736 shares; 2025Q2: 6,780 shares; 2025Q3: 6,780 shares; 2025Q4: 6,780 shares 6,780 $260K 0.06% 0 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 651 shares; 2025Q1: 647 shares; 2025Q2: 695 shares; 2025Q3: 694 shares; 2025Q4: 727 shares 727 $259K 0.06% +33 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,431 shares 3,431 $258K 0.06% new Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,603 shares; 2025Q1: 2,599 shares; 2025Q2: 1,368 shares; 2025Q3: 1,336 shares; 2025Q4: 1,505 shares 1,505 $257K 0.06% +169 Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,563 shares; 2025Q3: 13,180 shares; 2025Q4: 16,524 shares 16,524 $257K 0.06% +3,344 Timeline ESGD 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,694 shares 2,694 $256K 0.06% new Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 686 shares; 2025Q1: not reported; 2025Q2: 685 shares; 2025Q3: 624 shares; 2025Q4: 609 shares 609 $256K 0.06% -15 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 849 shares; 2025Q4: 932 shares 932 $256K 0.06% +83 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: not loaded; 2024Q4: not reported; 2025Q1: 701 shares; 2025Q2: 740 shares; 2025Q3: 970 shares; 2025Q4: 986 shares 986 $255K 0.06% +16 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 loaded; 2024Q4: 512 shares; 2025Q1: 504 shares; 2025Q2: 498 shares; 2025Q3: 471 shares; 2025Q4: 516 shares 516 $252K 0.06% +45 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 757 shares; 2025Q1: 758 shares; 2025Q2: 850 shares; 2025Q3: 848 shares; 2025Q4: 863 shares 863 $250K 0.06% +15 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: not loaded; 2024Q4: 11,406 shares; 2025Q1: 12,244 shares; 2025Q2: 11,592 shares; 2025Q3: not reported; 2025Q4: 11,592 shares 11,592 $250K 0.06% new Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 732 shares 732 $246K 0.06% new 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: not loaded; 2024Q4: 4,080 shares; 2025Q1: 3,930 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,147 shares 2,147 $244K 0.06% new 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 475 shares 475 $242K 0.06% new Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,013 shares 2,013 $241K 0.06% new Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,081 shares; 2025Q3: 10,069 shares; 2025Q4: 10,289 shares 10,289 $239K 0.06% +220 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,230 shares 3,230 $238K 0.06% new Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,616 shares 2,616 $234K 0.06% new Timeline HUT HUT 8 CORP More: the full row for HUT 8 CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,100 shares 5,100 $234K 0.06% new Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,485 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,392 shares; 2025Q4: 1,290 shares 1,290 $232K 0.06% -102 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,410 shares; 2025Q1: 1,966 shares; 2025Q2: 2,328 shares; 2025Q3: 1,937 shares; 2025Q4: 2,085 shares 2,085 $229K 0.06% +148 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,754 shares; 2025Q1: not reported; 2025Q2: 1,167 shares; 2025Q3: 1,223 shares; 2025Q4: 1,462 shares 1,462 $226K 0.06% +239 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 461 shares; 2025Q4: 482 shares 482 $226K 0.06% +21 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 5,783 shares; 2025Q2: 5,627 shares; 2025Q3: 5,634 shares; 2025Q4: 3,843 shares 3,843 $225K 0.06% -1,791 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 715 shares 715 $223K 0.06% new Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 559 shares; 2025Q1: not reported; 2025Q2: 589 shares; 2025Q3: 587 shares; 2025Q4: 630 shares 630 $222K 0.06% +43 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 loaded; 2024Q4: 70 shares; 2025Q1: 60 shares; 2025Q2: 69 shares; 2025Q3: 70 shares; 2025Q4: 66 shares 66 $222K 0.06% -4 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,247 shares 1,247 $221K 0.06% new 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: not loaded; 2024Q4: not reported; 2025Q1: 10,333 shares; 2025Q2: 16,821 shares; 2025Q3: not reported; 2025Q4: 16,865 shares 16,865 $221K 0.06% new Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20,152 shares; 2025Q1: 19,491 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,845 shares 8,845 $220K 0.05% new Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 219 shares 219 $220K 0.05% new Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,396 shares 2,396 $217K 0.05% new Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,705 shares 1,705 $214K 0.05% new 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 loaded; 2024Q4: 8,332 shares; 2025Q1: 8,332 shares; 2025Q2: 8,446 shares; 2025Q3: 5,554 shares; 2025Q4: 5,154 shares 5,154 $211K 0.05% -400 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,112 shares; 2025Q3: not reported; 2025Q4: 3,257 shares 3,257 $207K 0.05% new Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,744 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,991 shares 1,991 $206K 0.05% new Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,104 shares 3,104 $203K 0.05% new Timeline PML PIMCO MUN INCOME FD II More: the full row for PIMCO MUN INCOME FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 24,178 shares; 2025Q1: 24,217 shares; 2025Q2: 24,260 shares; 2025Q3: 24,275 shares; 2025Q4: 24,275 shares 24,275 $183K 0.05% 0 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,250 shares 10,250 $162K 0.04% new Timeline TELFY TELEFONICA SA-SPON ADR More: the full row for TELEFONICA SA-SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 23,533 shares; 2025Q1: 23,659 shares; 2025Q2: 34,961 shares; 2025Q3: 35,738 shares; 2025Q4: 37,781 shares 37,781 $153K 0.04% +2,043 Timeline UMC UNITED MICROELECTRONICS CORP More: the full row for UNITED MICROELECTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,511 shares; 2025Q1: 11,513 shares; 2025Q2: 16,309 shares; 2025Q3: 19,867 shares; 2025Q4: 19,273 shares 19,273 $151K 0.04% -594 Timeline XBTAX BLACKROCK LNG-TRM MUNI ADV More: the full row for BLACKROCK LNG-TRM MUNI ADV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,985 shares; 2025Q1: 15,985 shares; 2025Q2: 15,985 shares; 2025Q3: 15,985 shares; 2025Q4: 15,985 shares 15,985 $148K 0.04% 0 Timeline WIT WIPRO LTD More: the full row for WIPRO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 37,567 shares; 2025Q1: 35,008 shares; 2025Q2: 42,464 shares; 2025Q3: 42,856 shares; 2025Q4: 44,916 shares 44,916 $127K 0.03% +2,060 Timeline AQN ALGONQUIN POWER & UTILITIES More: the full row for ALGONQUIN POWER & UTILITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 23,954 shares; 2025Q1: 23,954 shares; 2025Q2: 23,954 shares; 2025Q3: 20,206 shares; 2025Q4: 20,207 shares 20,207 $124K 0.03% +1 Timeline AVAL GRUPO AVAL ACCIONES Y VALORE More: the full row for GRUPO AVAL ACCIONES Y VALORE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,124 shares; 2025Q1: 17,124 shares; 2025Q2: 17,124 shares; 2025Q3: 17,124 shares; 2025Q4: 18,012 shares 18,012 $72K 0.02% +888 Timeline BBD BANCO BRADESCO S A More: the full row for BANCO BRADESCO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,025 shares; 2025Q3: 15,025 shares; 2025Q4: 15,830 shares 15,830 $52K 0.01% +805 Timeline AGL AGILON HEALTH INC COM (DE) More: the full row for AGILON HEALTH INC COM (DE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,796 shares 18,796 $12K <0.01% new Timeline