AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,415 shares; 2024Q4: 42,965 shares; 2025Q1: 39,786 shares; 2025Q2: 41,816 shares; 2025Q3: 682,039 shares; 2025Q4: 758,319 shares 758,319 $75.7M 9.84% +76,280 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 638,648 shares; 2024Q4: 1,587,656 shares; 2025Q1: 1,711,989 shares; 2025Q2: 1,874,331 shares; 2025Q3: 2,154,586 shares; 2025Q4: 2,585,925 shares 2,585,925 $62.2M 8.08% +431,339 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 381,706 shares; 2024Q4: 425,246 shares; 2025Q1: 441,487 shares; 2025Q2: 475,148 shares; 2025Q3: 504,155 shares; 2025Q4: 538,799 shares 538,799 $57.5M 7.47% +34,644 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,558 shares; 2024Q4: 204,450 shares; 2025Q1: 237,844 shares; 2025Q2: 253,213 shares; 2025Q3: 259,846 shares; 2025Q4: 276,495 shares 276,495 $52.8M 6.86% +16,649 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,877 shares; 2024Q4: 132,566 shares; 2025Q1: 145,048 shares; 2025Q2: 185,078 shares; 2025Q3: 199,917 shares; 2025Q4: 227,723 shares 227,723 $43.6M 5.67% +27,806 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,141 shares; 2024Q4: 120,032 shares; 2025Q1: 149,902 shares; 2025Q2: 204,449 shares; 2025Q3: 438,325 shares; 2025Q4: 482,998 shares 482,998 $28M 3.63% +44,673 Timeline GVI 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: 228,862 shares; 2024Q4: 239,405 shares; 2025Q1: 310,101 shares; 2025Q2: 322,816 shares; 2025Q3: 219,518 shares; 2025Q4: 233,532 shares 233,532 $25.1M 3.26% +14,014 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 267,431 shares; 2024Q4: 300,881 shares; 2025Q1: 345,589 shares; 2025Q2: 431,350 shares; 2025Q3: 466,303 shares; 2025Q4: 489,940 shares 489,940 $23M 2.98% +23,637 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: 83,544 shares; 2024Q4: 79,053 shares; 2025Q1: 74,421 shares; 2025Q2: 71,252 shares; 2025Q3: 70,473 shares; 2025Q4: 70,579 shares 70,579 $22.1M 2.88% +106 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: 33,085 shares; 2024Q4: 32,558 shares; 2025Q1: 29,345 shares; 2025Q2: 29,012 shares; 2025Q3: 25,931 shares; 2025Q4: 25,642 shares 25,642 $17.6M 2.28% -289 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,029 shares; 2024Q4: 168,766 shares; 2025Q1: 183,334 shares; 2025Q2: 188,560 shares; 2025Q3: 194,831 shares; 2025Q4: 216,992 shares 216,992 $15.8M 2.05% +22,161 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: 27,289 shares; 2024Q4: 27,828 shares; 2025Q1: 27,759 shares; 2025Q2: 28,068 shares; 2025Q3: 28,473 shares; 2025Q4: 29,953 shares 29,953 $14.5M 1.88% +1,480 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,420 shares; 2024Q4: 40,635 shares; 2025Q1: 39,922 shares; 2025Q2: 42,016 shares; 2025Q3: 44,340 shares; 2025Q4: 49,984 shares 49,984 $13.6M 1.77% +5,644 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,538 shares; 2024Q4: 132,976 shares; 2025Q1: 139,398 shares; 2025Q2: 145,768 shares; 2025Q3: 154,040 shares; 2025Q4: 165,466 shares 165,466 $13.3M 1.72% +11,426 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: 62,619 shares; 2024Q4: 62,428 shares; 2025Q1: 65,169 shares; 2025Q2: 66,290 shares; 2025Q3: 65,697 shares; 2025Q4: 69,051 shares 69,051 $12.9M 1.67% +3,354 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,677 shares; 2024Q4: 167,169 shares; 2025Q1: 171,986 shares; 2025Q2: 182,412 shares; 2025Q3: 181,729 shares; 2025Q4: 194,089 shares 194,089 $8.26M 1.07% +12,360 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,819 shares; 2024Q4: 22,544 shares; 2025Q1: 19,667 shares; 2025Q2: 18,649 shares; 2025Q3: 15,872 shares; 2025Q4: 17,178 shares 17,178 $8.13M 1.06% +1,306 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: 28,468 shares; 2024Q4: 26,883 shares; 2025Q1: 23,278 shares; 2025Q2: 23,064 shares; 2025Q3: 22,126 shares; 2025Q4: 22,395 shares 22,395 $7.75M 1.01% +269 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 229,531 shares; 2024Q4: 213,138 shares; 2025Q1: 237,594 shares; 2025Q2: 254,047 shares; 2025Q3: 230,287 shares; 2025Q4: 133,569 shares 133,569 $6.76M 0.88% -96,718 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,795 shares; 2024Q4: 23,331 shares; 2025Q1: 25,817 shares; 2025Q2: 25,269 shares; 2025Q3: 27,702 shares; 2025Q4: 28,450 shares 28,450 $6.57M 0.85% +748 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: 21,083 shares; 2024Q4: 21,095 shares; 2025Q1: 20,301 shares; 2025Q2: 20,346 shares; 2025Q3: 20,096 shares; 2025Q4: 20,603 shares 20,603 $6.45M 0.84% +507 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,772 shares; 2024Q4: 4,889 shares; 2025Q1: 5,407 shares; 2025Q2: 5,885 shares; 2025Q3: 7,332 shares; 2025Q4: 7,634 shares 7,634 $5.04M 0.65% +302 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: 45,044 shares; 2024Q4: 43,876 shares; 2025Q1: 41,119 shares; 2025Q2: 41,237 shares; 2025Q3: 41,752 shares; 2025Q4: 44,257 shares 44,257 $4.93M 0.64% +2,505 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,220 shares; 2024Q4: 5,317 shares; 2025Q1: 5,357 shares; 2025Q2: 5,438 shares; 2025Q3: 5,206 shares; 2025Q4: 5,567 shares 5,567 $4.89M 0.64% +361 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,482 shares; 2024Q4: 18,465 shares; 2025Q1: 18,864 shares; 2025Q2: 40,958 shares; 2025Q3: 40,985 shares; 2025Q4: 41,210 shares 41,210 $4.81M 0.62% +225 Timeline RSPG 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: 53,593 shares; 2024Q4: 56,655 shares; 2025Q1: 56,514 shares; 2025Q2: 58,112 shares; 2025Q3: 55,294 shares; 2025Q4: 57,879 shares 57,879 $4.61M 0.6% +2,585 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: 15,040 shares; 2024Q4: 15,824 shares; 2025Q1: 26,134 shares; 2025Q2: 22,675 shares; 2025Q3: 28,822 shares; 2025Q4: 29,847 shares 29,847 $4.58M 0.6% +1,025 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: 19,088 shares; 2024Q4: 17,617 shares; 2025Q1: 17,602 shares; 2025Q2: 17,723 shares; 2025Q3: 18,231 shares; 2025Q4: 19,056 shares 19,056 $4.35M 0.57% +825 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,122 shares; 2024Q4: 7,413 shares; 2025Q1: 7,581 shares; 2025Q2: 7,609 shares; 2025Q3: 7,599 shares; 2025Q4: 7,526 shares 7,526 $4.31M 0.56% -73 Timeline JPRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 355 shares; 2024Q4: 36,729 shares; 2025Q1: 52,503 shares; 2025Q2: 64,447 shares; 2025Q3: 78,341 shares; 2025Q4: 90,369 shares 90,369 $4.22M 0.55% +12,028 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: 35,179 shares; 2024Q4: 35,916 shares; 2025Q1: 36,797 shares; 2025Q2: 35,733 shares; 2025Q3: 37,364 shares; 2025Q4: 31,122 shares 31,122 $4.21M 0.55% -6,242 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: 9,245 shares; 2024Q4: 8,900 shares; 2025Q1: 8,786 shares; 2025Q2: 8,414 shares; 2025Q3: 8,463 shares; 2025Q4: 8,182 shares 8,182 $4.11M 0.53% -281 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: 9,899 shares; 2024Q4: 10,455 shares; 2025Q1: 13,842 shares; 2025Q2: 13,297 shares; 2025Q3: 13,615 shares; 2025Q4: 13,860 shares 13,860 $4.11M 0.53% +245 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,769 shares; 2024Q4: 38,409 shares; 2025Q1: 38,725 shares; 2025Q2: 40,030 shares; 2025Q3: 40,651 shares; 2025Q4: 43,715 shares 43,715 $4.07M 0.53% +3,064 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 276,762 shares; 2024Q4: 250,576 shares; 2025Q1: 267,038 shares; 2025Q2: 289,259 shares; 2025Q3: 282,386 shares; 2025Q4: 290,266 shares 290,266 $3.85M 0.5% +7,880 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: 16,960 shares; 2024Q4: 16,997 shares; 2025Q1: 17,572 shares; 2025Q2: 17,669 shares; 2025Q3: 18,520 shares; 2025Q4: 18,048 shares 18,048 $3.73M 0.49% -472 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: 22,866 shares; 2024Q4: 24,283 shares; 2025Q1: 25,666 shares; 2025Q2: 25,566 shares; 2025Q3: 26,880 shares; 2025Q4: 29,569 shares 29,569 $3.54M 0.46% +2,689 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,522 shares; 2024Q4: 1,972 shares; 2025Q1: 4,154 shares; 2025Q2: 3,803 shares; 2025Q3: 3,969 shares; 2025Q4: 4,009 shares 4,009 $3.52M 0.46% +40 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: 28,047 shares; 2024Q4: 30,400 shares; 2025Q1: 33,333 shares; 2025Q2: 32,826 shares; 2025Q3: 33,537 shares; 2025Q4: 34,083 shares 34,083 $3.27M 0.43% +546 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 533 shares; 2024Q4: 943 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 103,572 shares; 2025Q4: 135,996 shares 135,996 $3.27M 0.42% +32,424 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: 2,981 shares; 2024Q4: 3,217 shares; 2025Q1: 4,147 shares; 2025Q2: 4,512 shares; 2025Q3: 4,301 shares; 2025Q4: 4,739 shares 4,739 $3.23M 0.42% +438 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,943 shares; 2024Q4: 122,814 shares; 2025Q1: 116,234 shares; 2025Q2: 151,220 shares; 2025Q3: 143,502 shares; 2025Q4: 130,853 shares 130,853 $3.06M 0.4% -12,649 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 411 shares; 2024Q4: 412 shares; 2025Q1: 1,214 shares; 2025Q2: 24,893 shares; 2025Q3: 30,926 shares; 2025Q4: 32,440 shares 32,440 $2.96M 0.38% +1,514 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: 3,883 shares; 2024Q4: 4,379 shares; 2025Q1: 5,079 shares; 2025Q2: 5,356 shares; 2025Q3: 5,600 shares; 2025Q4: 5,745 shares 5,745 $2.93M 0.38% +145 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,758 shares; 2025Q1: 11,880 shares; 2025Q2: 14,246 shares; 2025Q3: 14,805 shares; 2025Q4: 15,914 shares 15,914 $2.87M 0.37% +1,109 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,405 shares; 2024Q4: 40,574 shares; 2025Q1: 42,891 shares; 2025Q2: 41,422 shares; 2025Q3: 43,348 shares; 2025Q4: 45,608 shares 45,608 $2.85M 0.37% +2,260 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,617 shares; 2024Q4: 48,984 shares; 2025Q1: 50,624 shares; 2025Q2: 49,806 shares; 2025Q3: 52,211 shares; 2025Q4: 55,928 shares 55,928 $2.84M 0.37% +3,717 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,926 shares; 2024Q4: 1,887 shares; 2025Q1: 1,944 shares; 2025Q2: 1,996 shares; 2025Q3: 2,031 shares; 2025Q4: 4,139 shares 4,139 $2.74M 0.36% +2,108 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: 27,307 shares; 2024Q4: 27,841 shares; 2025Q1: 32,278 shares; 2025Q2: 32,726 shares; 2025Q3: 34,513 shares; 2025Q4: 35,554 shares 35,554 $2.74M 0.36% +1,041 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: 8,552 shares; 2024Q4: 8,439 shares; 2025Q1: 8,934 shares; 2025Q2: 8,757 shares; 2025Q3: 8,736 shares; 2025Q4: 8,343 shares 8,343 $2.69M 0.35% -393 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,347 shares; 2024Q4: 7,022 shares; 2025Q1: 6,548 shares; 2025Q2: 6,645 shares; 2025Q3: 6,571 shares; 2025Q4: 6,711 shares 6,711 $2.66M 0.35% +140 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,644 shares 28,644 $2.63M 0.34% new Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,258 shares; 2024Q4: 28,517 shares; 2025Q1: 31,354 shares; 2025Q2: 30,454 shares; 2025Q3: 30,324 shares; 2025Q4: 30,258 shares 30,258 $2.56M 0.33% -66 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,662 shares; 2024Q4: 5,004 shares; 2025Q1: 5,018 shares; 2025Q2: 18,382 shares; 2025Q3: 18,630 shares; 2025Q4: 30,358 shares 30,358 $2.48M 0.32% +11,728 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: 14,041 shares; 2024Q4: 16,866 shares; 2025Q1: 17,255 shares; 2025Q2: 13,050 shares; 2025Q3: 13,308 shares; 2025Q4: 14,304 shares 14,304 $2.45M 0.32% +996 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: 20,073 shares; 2024Q4: 20,213 shares; 2025Q1: 14,587 shares; 2025Q2: 14,888 shares; 2025Q3: 11,725 shares; 2025Q4: 11,333 shares 11,333 $2.38M 0.31% -392 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: 1,237 shares; 2024Q4: 1,216 shares; 2025Q1: 12,638 shares; 2025Q2: 13,103 shares; 2025Q3: 20,300 shares; 2025Q4: 20,658 shares 20,658 $2.35M 0.31% +358 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: 44,414 shares; 2024Q4: 44,781 shares; 2025Q1: 44,338 shares; 2025Q2: 36,543 shares; 2025Q3: 37,185 shares; 2025Q4: 42,267 shares 42,267 $2.32M 0.3% +5,082 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: 5,995 shares; 2024Q4: 5,650 shares; 2025Q1: 3,104 shares; 2025Q2: 3,278 shares; 2025Q3: 4,986 shares; 2025Q4: 5,063 shares 5,063 $2.28M 0.3% +77 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: 1,898 shares; 2024Q4: 1,957 shares; 2025Q1: 2,049 shares; 2025Q2: 2,120 shares; 2025Q3: 2,213 shares; 2025Q4: 2,217 shares 2,217 $2.24M 0.29% +4 Timeline MLPX 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: 7,642 shares; 2024Q4: 26,328 shares; 2025Q1: 27,638 shares; 2025Q2: 29,295 shares; 2025Q3: 31,048 shares; 2025Q4: 36,211 shares 36,211 $2.19M 0.28% +5,163 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: 4,123 shares; 2024Q4: 4,166 shares; 2025Q1: 4,342 shares; 2025Q2: 4,387 shares; 2025Q3: 4,716 shares; 2025Q4: 4,790 shares 4,790 $2.17M 0.28% +74 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: 25,876 shares; 2024Q4: 26,157 shares; 2025Q1: 35,640 shares; 2025Q2: 39,683 shares; 2025Q3: 37,774 shares; 2025Q4: 39,306 shares 39,306 $2.12M 0.28% +1,532 Timeline BUG GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,724 shares; 2024Q4: 48,058 shares; 2025Q1: 50,457 shares; 2025Q2: 65,579 shares; 2025Q3: 66,740 shares; 2025Q4: 69,545 shares 69,545 $2.12M 0.28% +2,805 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,889 shares; 2024Q4: 43,067 shares; 2025Q1: 43,536 shares; 2025Q2: 41,570 shares; 2025Q3: 41,454 shares; 2025Q4: 33,880 shares 33,880 $2.12M 0.28% -7,574 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,032 shares; 2024Q4: 1,947 shares; 2025Q1: 1,882 shares; 2025Q2: 1,889 shares; 2025Q3: 1,957 shares; 2025Q4: 1,929 shares 1,929 $2.07M 0.27% -28 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,884 shares; 2024Q4: 47,224 shares; 2025Q1: 47,020 shares; 2025Q2: 45,744 shares; 2025Q3: 49,132 shares; 2025Q4: 30,831 shares 30,831 $2.07M 0.27% -18,301 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,888 shares; 2024Q4: 24,755 shares; 2025Q1: 22,795 shares; 2025Q2: 20,105 shares; 2025Q3: 19,434 shares; 2025Q4: 18,093 shares 18,093 $2.06M 0.27% -1,341 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,433 shares; 2024Q4: 102,602 shares; 2025Q1: 105,500 shares; 2025Q2: 105,781 shares; 2025Q3: 107,274 shares; 2025Q4: 111,540 shares 111,540 $1.94M 0.25% +4,266 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,457 shares; 2024Q4: 49,820 shares; 2025Q1: 48,450 shares; 2025Q2: 48,240 shares; 2025Q3: 47,745 shares; 2025Q4: 44,976 shares 44,976 $1.93M 0.25% -2,769 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,331 shares; 2024Q4: 10,654 shares; 2025Q1: 10,866 shares; 2025Q2: 11,143 shares; 2025Q3: 11,227 shares; 2025Q4: 11,715 shares 11,715 $1.88M 0.24% +488 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: 1,665 shares; 2024Q4: 1,697 shares; 2025Q1: 1,495 shares; 2025Q2: 1,583 shares; 2025Q3: 1,577 shares; 2025Q4: 5,361 shares 5,361 $1.88M 0.24% +3,784 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,783 shares; 2024Q4: 9,807 shares; 2025Q1: 10,794 shares; 2025Q2: 12,354 shares; 2025Q3: 12,432 shares; 2025Q4: 12,521 shares 12,521 $1.8M 0.23% +89 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117 shares; 2024Q4: 117 shares; 2025Q1: 81,285 shares; 2025Q2: 32,087 shares; 2025Q3: 28,960 shares; 2025Q4: 25,769 shares 25,769 $1.8M 0.23% -3,191 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: 26,683 shares; 2024Q4: 21,886 shares; 2025Q1: 7,201 shares; 2025Q2: 5,901 shares; 2025Q3: 4,187 shares; 2025Q4: 5,078 shares 5,078 $1.7M 0.22% +891 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,885 shares; 2024Q4: 17,067 shares; 2025Q1: 15,323 shares; 2025Q2: 13,746 shares; 2025Q3: 12,646 shares; 2025Q4: 11,945 shares 11,945 $1.69M 0.22% -701 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,754 shares; 2024Q4: 24,883 shares; 2025Q1: 27,597 shares; 2025Q2: 29,170 shares; 2025Q3: 32,423 shares; 2025Q4: 36,389 shares 36,389 $1.66M 0.22% +3,966 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,869 shares; 2024Q4: 4,259 shares; 2025Q1: 3,349 shares; 2025Q2: 2,667 shares; 2025Q3: 2,666 shares; 2025Q4: 2,546 shares 2,546 $1.6M 0.21% -120 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,792 shares; 2024Q4: 9,710 shares; 2025Q1: 9,029 shares; 2025Q2: 8,818 shares; 2025Q3: 8,688 shares; 2025Q4: 8,102 shares 8,102 $1.58M 0.21% -586 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,607 shares; 2024Q4: 86,762 shares; 2025Q1: 61,199 shares; 2025Q2: 58,305 shares; 2025Q3: 57,443 shares; 2025Q4: 52,483 shares 52,483 $1.53M 0.2% -4,960 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,950 shares; 2024Q4: 4,008 shares; 2025Q1: 4,107 shares; 2025Q2: 4,286 shares; 2025Q3: 4,334 shares; 2025Q4: 3,364 shares 3,364 $1.53M 0.2% -970 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,094 shares; 2024Q4: 4,743 shares; 2025Q1: 4,967 shares; 2025Q2: 4,804 shares; 2025Q3: 4,492 shares; 2025Q4: 4,597 shares 4,597 $1.52M 0.2% +105 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,309 shares; 2024Q4: 1,313 shares; 2025Q1: 1,350 shares; 2025Q2: 1,410 shares; 2025Q3: 1,517 shares; 2025Q4: 1,656 shares 1,656 $1.43M 0.19% +139 Timeline OI O-I GLASS INC More: the full row for O-I GLASS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,976 shares; 2024Q4: 135,433 shares; 2025Q1: 135,433 shares; 2025Q2: 130,383 shares; 2025Q3: 91,158 shares; 2025Q4: 88,965 shares 88,965 $1.31M 0.17% -2,193 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,959 shares; 2024Q4: 36,985 shares; 2025Q1: 37,566 shares; 2025Q2: 41,174 shares; 2025Q3: 44,438 shares; 2025Q4: 45,560 shares 45,560 $1.2M 0.16% +1,122 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,741 shares; 2024Q4: 10,978 shares; 2025Q1: 11,001 shares; 2025Q2: 11,001 shares; 2025Q3: 10,781 shares; 2025Q4: 10,758 shares 10,758 $1.15M 0.15% -23 Timeline OLN OLIN CORP More: the full row for OLIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,600 shares; 2024Q4: 37,040 shares; 2025Q1: 56,802 shares; 2025Q2: 54,177 shares; 2025Q3: 49,460 shares; 2025Q4: 55,190 shares 55,190 $1.15M 0.15% +5,730 Timeline MUA BLACKROCK MUNIASSETS FD INC More: the full row for BLACKROCK MUNIASSETS FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,647 shares; 2024Q4: 31,270 shares; 2025Q1: 38,260 shares; 2025Q2: 68,874 shares; 2025Q3: 89,475 shares; 2025Q4: 100,886 shares 100,886 $1.08M 0.14% +11,411 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: 866 shares; 2024Q4: 799 shares; 2025Q1: 9,499 shares; 2025Q2: 10,328 shares; 2025Q3: 9,057 shares; 2025Q4: 10,871 shares 10,871 $1.08M 0.14% +1,814 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,817 shares; 2024Q4: 6,241 shares; 2025Q1: 7,741 shares; 2025Q2: 7,741 shares; 2025Q3: 7,683 shares; 2025Q4: 7,683 shares 7,683 $1.05M 0.14% 0 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,797 shares; 2024Q4: 32,834 shares; 2025Q1: 32,957 shares; 2025Q2: 32,979 shares; 2025Q3: 35,796 shares; 2025Q4: 35,817 shares 35,817 $943K 0.12% +21 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: 1,529 shares; 2024Q4: 1,390 shares; 2025Q1: 1,321 shares; 2025Q2: 1,517 shares; 2025Q3: 1,503 shares; 2025Q4: 1,509 shares 1,509 $927K 0.12% +6 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,943 shares; 2024Q4: 2,873 shares; 2025Q1: 2,805 shares; 2025Q2: 2,790 shares; 2025Q3: 3,132 shares; 2025Q4: 3,011 shares 3,011 $920K 0.12% -121 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,655 shares; 2025Q3: 11,400 shares; 2025Q4: 11,340 shares 11,340 $916K 0.12% -60 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,047 shares; 2024Q4: 10,357 shares; 2025Q1: 7,856 shares; 2025Q2: 17,206 shares; 2025Q3: 8,876 shares; 2025Q4: 13,113 shares 13,113 $880K 0.11% +4,237 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: 1,423 shares; 2024Q4: 1,383 shares; 2025Q1: 1,268 shares; 2025Q2: 1,358 shares; 2025Q3: 1,510 shares; 2025Q4: 1,542 shares 1,542 $873K 0.11% +32 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,678 shares; 2024Q4: 2,304 shares; 2025Q1: 4,581 shares; 2025Q2: 4,487 shares; 2025Q3: 5,792 shares; 2025Q4: 7,741 shares 7,741 $866K 0.11% +1,949 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: 560 shares; 2024Q4: 1,182 shares; 2025Q1: not reported; 2025Q2: 3,622 shares; 2025Q3: 3,972 shares; 2025Q4: 4,033 shares 4,033 $864K 0.11% +61 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,976 shares; 2024Q4: 9,750 shares; 2025Q1: 9,365 shares; 2025Q2: 9,365 shares; 2025Q3: 9,100 shares; 2025Q4: 8,170 shares 8,170 $850K 0.11% -930 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,885 shares; 2024Q4: 22,260 shares; 2025Q1: 21,634 shares; 2025Q2: 17,739 shares; 2025Q3: 13,828 shares; 2025Q4: 12,872 shares 12,872 $850K 0.11% -956 Timeline XRNPX COHEN & STEERS REIT & PFD & More: the full row for COHEN & STEERS REIT & PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,000 shares; 2024Q4: 40,000 shares; 2025Q1: 44,000 shares; 2025Q2: 42,350 shares; 2025Q3: 42,350 shares; 2025Q4: 42,350 shares 42,350 $841K 0.11% 0 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,779 shares; 2024Q4: 29,901 shares; 2025Q1: 28,925 shares; 2025Q2: 30,071 shares; 2025Q3: 29,902 shares; 2025Q4: 29,826 shares 29,826 $818K 0.11% -76 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,127 shares; 2024Q4: 39,347 shares; 2025Q1: 37,114 shares; 2025Q2: 33,341 shares; 2025Q3: 30,234 shares; 2025Q4: 28,434 shares 28,434 $810K 0.11% -1,800 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,183 shares; 2024Q4: 1,262 shares; 2025Q1: 1,220 shares; 2025Q2: 1,379 shares; 2025Q3: 1,290 shares; 2025Q4: 1,417 shares 1,417 $809K 0.11% +127 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: 5,190 shares; 2024Q4: 7,316 shares; 2025Q1: 5,850 shares; 2025Q2: 5,984 shares; 2025Q3: 6,159 shares; 2025Q4: 5,634 shares 5,634 $807K 0.1% -525 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: 1,515 shares; 2024Q4: 1,536 shares; 2025Q1: 1,395 shares; 2025Q2: 1,388 shares; 2025Q3: 1,593 shares; 2025Q4: 2,346 shares 2,346 $807K 0.1% +753 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,195 shares; 2024Q4: 7,122 shares; 2025Q1: 7,122 shares; 2025Q2: 7,122 shares; 2025Q3: 7,382 shares; 2025Q4: 8,216 shares 8,216 $789K 0.1% +834 Timeline DWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,007 shares; 2024Q4: 16,090 shares; 2025Q1: 15,034 shares; 2025Q2: 13,157 shares; 2025Q3: 12,757 shares; 2025Q4: 11,392 shares 11,392 $783K 0.1% -1,365 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,980 shares 5,980 $770K 0.1% 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: 2,811 shares; 2024Q4: 2,609 shares; 2025Q1: 2,542 shares; 2025Q2: 2,648 shares; 2025Q3: 2,484 shares; 2025Q4: 2,335 shares 2,335 $764K 0.1% -149 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: 5,475 shares; 2024Q4: 5,505 shares; 2025Q1: 5,537 shares; 2025Q2: 5,602 shares; 2025Q3: 5,738 shares; 2025Q4: 6,096 shares 6,096 $764K 0.1% +358 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: 34,528 shares; 2024Q4: 33,569 shares; 2025Q1: 34,604 shares; 2025Q2: 33,582 shares; 2025Q3: 31,717 shares; 2025Q4: 30,670 shares 30,670 $764K 0.1% -1,047 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,350 shares; 2024Q4: 2,904 shares; 2025Q1: 3,985 shares; 2025Q2: 4,535 shares; 2025Q3: 4,425 shares; 2025Q4: 4,287 shares 4,287 $762K 0.1% -138 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: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares 1 $755K 0.1% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,938 shares; 2024Q4: 5,878 shares; 2025Q1: 5,533 shares; 2025Q2: 5,256 shares; 2025Q3: 5,025 shares; 2025Q4: 4,917 shares 4,917 $749K 0.1% -108 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,292 shares; 2025Q2: 9,062 shares; 2025Q3: 9,479 shares; 2025Q4: 12,077 shares 12,077 $741K 0.1% +2,598 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,570 shares; 2024Q4: 1,475 shares; 2025Q1: 1,475 shares; 2025Q2: 1,475 shares; 2025Q3: 1,404 shares; 2025Q4: 1,277 shares 1,277 $725K 0.09% -127 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,326 shares; 2024Q4: 2,311 shares; 2025Q1: 2,301 shares; 2025Q2: 2,256 shares; 2025Q3: 2,186 shares; 2025Q4: 2,128 shares 2,128 $716K 0.09% -58 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,825 shares; 2024Q4: 26,601 shares; 2025Q1: 27,676 shares; 2025Q2: 28,846 shares; 2025Q3: 26,864 shares; 2025Q4: 26,464 shares 26,464 $712K 0.09% -400 Timeline CERY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,035 shares; 2025Q1: 11,785 shares; 2025Q2: 16,805 shares; 2025Q3: 17,760 shares; 2025Q4: 24,488 shares 24,488 $699K 0.09% +6,728 Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,014 shares; 2024Q4: 12,014 shares; 2025Q1: 12,014 shares; 2025Q2: 12,014 shares; 2025Q3: 18,021 shares; 2025Q4: 18,021 shares 18,021 $689K 0.09% 0 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,641 shares; 2024Q4: 22,600 shares; 2025Q1: 21,284 shares; 2025Q2: 21,462 shares; 2025Q3: 20,986 shares; 2025Q4: 20,875 shares 20,875 $681K 0.09% -111 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,855 shares; 2024Q4: 7,887 shares; 2025Q1: 8,924 shares; 2025Q2: 9,599 shares; 2025Q3: 12,630 shares; 2025Q4: 13,414 shares 13,414 $666K 0.09% +784 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,703 shares; 2024Q4: 3,578 shares; 2025Q1: 3,047 shares; 2025Q2: 2,988 shares; 2025Q3: 2,918 shares; 2025Q4: 5,309 shares 5,309 $654K 0.09% +2,391 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,494 shares; 2024Q4: 5,346 shares; 2025Q1: 7,281 shares; 2025Q2: 6,145 shares; 2025Q3: 5,008 shares; 2025Q4: 7,089 shares 7,089 $634K 0.08% +2,081 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,918 shares; 2024Q4: 2,918 shares; 2025Q1: 3,176 shares; 2025Q2: 3,176 shares; 2025Q3: 3,720 shares; 2025Q4: 3,720 shares 3,720 $625K 0.08% 0 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,840 shares; 2024Q4: 7,840 shares; 2025Q1: 7,840 shares; 2025Q2: 7,840 shares; 2025Q3: 7,840 shares; 2025Q4: 7,840 shares 7,840 $621K 0.08% 0 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,750 shares; 2024Q4: 7,742 shares; 2025Q1: 7,582 shares; 2025Q2: 15,582 shares; 2025Q3: 15,582 shares; 2025Q4: 15,364 shares 15,364 $617K 0.08% -218 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: 5,827 shares; 2024Q4: 5,599 shares; 2025Q1: 5,359 shares; 2025Q2: 5,074 shares; 2025Q3: 4,779 shares; 2025Q4: 4,430 shares 4,430 $611K 0.08% -349 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,601 shares; 2024Q4: 2,496 shares; 2025Q1: 2,422 shares; 2025Q2: 2,371 shares; 2025Q3: 2,301 shares; 2025Q4: 2,249 shares 2,249 $603K 0.08% -52 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: 268 shares; 2024Q4: 388 shares; 2025Q1: 428 shares; 2025Q2: 449 shares; 2025Q3: 544 shares; 2025Q4: 6,420 shares 6,420 $602K 0.08% +5,876 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,600 shares; 2024Q4: 4,484 shares; 2025Q1: 4,616 shares; 2025Q2: 4,828 shares; 2025Q3: 4,965 shares; 2025Q4: 4,979 shares 4,979 $599K 0.08% +14 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,272 shares; 2024Q4: 8,272 shares; 2025Q1: 8,272 shares; 2025Q2: 8,222 shares; 2025Q3: 7,600 shares; 2025Q4: 7,600 shares 7,600 $561K 0.07% 0 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,919 shares; 2024Q4: 8,744 shares; 2025Q1: 8,744 shares; 2025Q2: 8,474 shares; 2025Q3: 8,439 shares; 2025Q4: 8,439 shares 8,439 $549K 0.07% 0 Timeline MCS MARCUS CORP DEL More: the full row for MARCUS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,175 shares; 2024Q4: 24,775 shares; 2025Q1: 28,475 shares; 2025Q2: 28,475 shares; 2025Q3: 34,825 shares; 2025Q4: 34,825 shares 34,825 $540K 0.07% 0 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: 362 shares; 2024Q4: 381 shares; 2025Q1: 426 shares; 2025Q2: 553 shares; 2025Q3: 591 shares; 2025Q4: 3,362 shares 3,362 $515K 0.07% +2,771 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 925 shares; 2024Q4: 925 shares; 2025Q1: 925 shares; 2025Q2: 925 shares; 2025Q3: 925 shares; 2025Q4: 925 shares 925 $511K 0.07% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,832 shares; 2024Q4: 6,782 shares; 2025Q1: 6,407 shares; 2025Q2: 6,507 shares; 2025Q3: 6,307 shares; 2025Q4: 9,219 shares 9,219 $504K 0.07% +2,912 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,522 shares; 2024Q4: 12,405 shares; 2025Q1: 16,120 shares; 2025Q2: 15,756 shares; 2025Q3: 16,383 shares; 2025Q4: 16,825 shares 16,825 $498K 0.06% +442 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,801 shares; 2024Q4: 9,911 shares; 2025Q1: 9,511 shares; 2025Q2: 10,091 shares; 2025Q3: 9,342 shares; 2025Q4: 9,258 shares 9,258 $498K 0.06% -84 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: 1,245 shares; 2024Q4: 1,244 shares; 2025Q1: 1,244 shares; 2025Q2: 1,242 shares; 2025Q3: 1,242 shares; 2025Q4: 1,198 shares 1,198 $494K 0.06% -44 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,969 shares; 2024Q4: 5,992 shares; 2025Q1: 6,913 shares; 2025Q2: 6,049 shares; 2025Q3: 5,921 shares; 2025Q4: 5,808 shares 5,808 $494K 0.06% -113 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: 31,617 shares; 2024Q4: 33,426 shares; 2025Q1: 26,436 shares; 2025Q2: 26,567 shares; 2025Q3: 5,159 shares; 2025Q4: 5,145 shares 5,145 $490K 0.06% -14 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: 27,347 shares; 2024Q4: 26,987 shares; 2025Q1: 26,463 shares; 2025Q2: 14,559 shares; 2025Q3: 14,937 shares; 2025Q4: 11,867 shares 11,867 $483K 0.06% -3,070 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,543 shares; 2024Q4: 1,475 shares; 2025Q1: 1,575 shares; 2025Q2: 1,885 shares; 2025Q3: 1,840 shares; 2025Q4: 1,680 shares 1,680 $483K 0.06% -160 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,845 shares; 2024Q4: 8,626 shares; 2025Q1: 8,597 shares; 2025Q2: 8,528 shares; 2025Q3: 8,527 shares; 2025Q4: 8,445 shares 8,445 $480K 0.06% -82 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,982 shares; 2024Q4: 4,972 shares; 2025Q1: 4,807 shares; 2025Q2: 4,807 shares; 2025Q3: 4,807 shares; 2025Q4: 4,451 shares 4,451 $469K 0.06% -356 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,116 shares; 2024Q4: 1,131 shares; 2025Q1: 1,241 shares; 2025Q2: 1,272 shares; 2025Q3: 1,705 shares; 2025Q4: 2,130 shares 2,130 $463K 0.06% +425 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,060 shares; 2024Q4: 8,133 shares; 2025Q1: 7,047 shares; 2025Q2: 7,035 shares; 2025Q3: 6,497 shares; 2025Q4: 7,071 shares 7,071 $456K 0.06% +574 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: 4,389 shares; 2024Q4: 3,256 shares; 2025Q1: 3,237 shares; 2025Q2: 3,237 shares; 2025Q3: 3,609 shares; 2025Q4: 3,709 shares 3,709 $446K 0.06% +100 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,475 shares; 2024Q4: 23,923 shares; 2025Q1: 25,414 shares; 2025Q2: 20,590 shares; 2025Q3: 20,575 shares; 2025Q4: 18,513 shares 18,513 $430K 0.06% -2,062 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: 8,357 shares; 2024Q4: 8,357 shares; 2025Q1: 8,134 shares; 2025Q2: 8,624 shares; 2025Q3: 7,797 shares; 2025Q4: 7,869 shares 7,869 $420K 0.05% +72 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,481 shares; 2024Q4: 10,672 shares; 2025Q1: 10,733 shares; 2025Q2: 10,933 shares; 2025Q3: 11,230 shares; 2025Q4: 9,620 shares 9,620 $416K 0.05% -1,610 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: 1,224 shares; 2024Q4: 1,243 shares; 2025Q1: 1,351 shares; 2025Q2: 1,298 shares; 2025Q3: 1,126 shares; 2025Q4: 1,398 shares 1,398 $414K 0.05% +272 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,738 shares; 2024Q4: 7,590 shares; 2025Q1: 7,565 shares; 2025Q2: 7,766 shares; 2025Q3: 6,787 shares; 2025Q4: 6,002 shares 6,002 $404K 0.05% -785 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,034 shares; 2024Q4: 2,842 shares; 2025Q1: 1,992 shares; 2025Q2: 1,986 shares; 2025Q3: 1,837 shares; 2025Q4: 1,898 shares 1,898 $403K 0.05% +61 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: 354 shares; 2024Q4: 381 shares; 2025Q1: not reported; 2025Q2: 1,275 shares; 2025Q3: 1,275 shares; 2025Q4: 1,302 shares 1,302 $396K 0.05% +27 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,444 shares; 2024Q4: 1,613 shares; 2025Q1: 1,413 shares; 2025Q2: 1,638 shares; 2025Q3: 1,581 shares; 2025Q4: 1,529 shares 1,529 $393K 0.05% -52 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,720 shares; 2024Q4: 3,570 shares; 2025Q1: not reported; 2025Q2: 3,570 shares; 2025Q3: 3,570 shares; 2025Q4: 3,370 shares 3,370 $387K 0.05% -200 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,929 shares; 2024Q4: 1,826 shares; 2025Q1: 1,796 shares; 2025Q2: 1,954 shares; 2025Q3: 1,817 shares; 2025Q4: 1,689 shares 1,689 $385K 0.05% -128 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: 74,260 shares; 2024Q4: 73,411 shares; 2025Q1: 17,875 shares; 2025Q2: 17,540 shares; 2025Q3: 15,593 shares; 2025Q4: 15,393 shares 15,393 $382K 0.05% -200 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,862 shares; 2025Q1: 17,862 shares; 2025Q2: 17,862 shares; 2025Q3: 17,862 shares; 2025Q4: 17,862 shares 17,862 $368K 0.05% 0 Timeline MGEE MGE ENERGY INC More: the full row for MGE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,705 shares; 2024Q4: 4,705 shares; 2025Q1: 4,455 shares; 2025Q2: 4,525 shares; 2025Q3: 4,526 shares; 2025Q4: 4,526 shares 4,526 $355K 0.05% 0 Timeline WDFC WD 40 CO More: the full row for WD 40 CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,758 shares; 2024Q4: 1,767 shares; 2025Q1: 1,774 shares; 2025Q2: 1,774 shares; 2025Q3: 1,778 shares; 2025Q4: 1,772 shares 1,772 $349K 0.05% -6 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: 1,004 shares; 2024Q4: 1,042 shares; 2025Q1: 1,099 shares; 2025Q2: 1,198 shares; 2025Q3: 1,084 shares; 2025Q4: 1,098 shares 1,098 $343K 0.04% +14 Timeline AAXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,316 shares; 2024Q4: 4,116 shares; 2025Q1: 4,016 shares; 2025Q2: 3,836 shares; 2025Q3: 3,661 shares; 2025Q4: 3,661 shares 3,661 $341K 0.04% 0 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,489 shares; 2024Q4: 12,795 shares; 2025Q1: 12,158 shares; 2025Q2: 12,898 shares; 2025Q3: 11,596 shares; 2025Q4: 8,548 shares 8,548 $335K 0.04% -3,048 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 645 shares; 2024Q4: 642 shares; 2025Q1: 552 shares; 2025Q2: 548 shares; 2025Q3: 538 shares; 2025Q4: 547 shares 547 $331K 0.04% +9 Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,278 shares; 2024Q4: 2,278 shares; 2025Q1: 2,278 shares; 2025Q2: 2,278 shares; 2025Q3: 2,278 shares; 2025Q4: 2,278 shares 2,278 $330K 0.04% 0 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: 1,236 shares; 2024Q4: 1,398 shares; 2025Q1: 1,356 shares; 2025Q2: 1,379 shares; 2025Q3: 1,319 shares; 2025Q4: 1,435 shares 1,435 $328K 0.04% +116 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: 862 shares; 2024Q4: 733 shares; 2025Q1: not reported; 2025Q2: 971 shares; 2025Q3: 1,211 shares; 2025Q4: 1,061 shares 1,061 $327K 0.04% -150 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 243 shares; 2024Q4: 258 shares; 2025Q1: 261 shares; 2025Q2: 320 shares; 2025Q3: 279 shares; 2025Q4: 244 shares 244 $324K 0.04% -35 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: 911 shares; 2024Q4: 611 shares; 2025Q1: 587 shares; 2025Q2: 564 shares; 2025Q3: 553 shares; 2025Q4: 558 shares 558 $323K 0.04% +5 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,893 shares; 2024Q4: 1,936 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,332 shares; 2025Q4: 5,595 shares 5,595 $320K 0.04% +1,263 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,477 shares; 2024Q4: 3,564 shares; 2025Q1: 3,576 shares; 2025Q2: 3,877 shares; 2025Q3: 4,132 shares; 2025Q4: 4,289 shares 4,289 $315K 0.04% +157 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,633 shares; 2024Q4: 4,583 shares; 2025Q1: 3,982 shares; 2025Q2: 3,137 shares; 2025Q3: 3,138 shares; 2025Q4: 3,148 shares 3,148 $315K 0.04% +10 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,900 shares; 2025Q3: 3,420 shares; 2025Q4: 3,420 shares 3,420 $314K 0.04% 0 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: 5,078 shares; 2024Q4: 6,528 shares; 2025Q1: 6,554 shares; 2025Q2: 6,669 shares; 2025Q3: 6,191 shares; 2025Q4: 6,309 shares 6,309 $309K 0.04% +118 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,272 shares; 2024Q4: 1,272 shares; 2025Q1: 1,321 shares; 2025Q2: 1,442 shares; 2025Q3: 1,608 shares; 2025Q4: 1,609 shares 1,609 $303K 0.04% +1 Timeline QQQM 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: 48 shares; 2024Q4: 48 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,190 shares 1,190 $301K 0.04% new Timeline IWO 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: 630 shares; 2024Q4: 656 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 724 shares; 2025Q4: 900 shares 900 $291K 0.04% +176 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 489 shares; 2024Q4: 446 shares; 2025Q1: not reported; 2025Q2: 472 shares; 2025Q3: 475 shares; 2025Q4: 428 shares 428 $290K 0.04% -47 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,070 shares; 2024Q4: 3,070 shares; 2025Q1: 2,870 shares; 2025Q2: 2,670 shares; 2025Q3: 2,490 shares; 2025Q4: 2,505 shares 2,505 $283K 0.04% +15 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: 1,082 shares; 2024Q4: 1,026 shares; 2025Q1: 1,023 shares; 2025Q2: 1,192 shares; 2025Q3: 1,051 shares; 2025Q4: 1,064 shares 1,064 $282K 0.04% +13 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,103 shares; 2024Q4: 1,143 shares; 2025Q1: 1,469 shares; 2025Q2: 1,255 shares; 2025Q3: 1,044 shares; 2025Q4: 1,090 shares 1,090 $281K 0.04% +46 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,654 shares; 2024Q4: 1,588 shares; 2025Q1: 1,796 shares; 2025Q2: 1,762 shares; 2025Q3: 1,739 shares; 2025Q4: 1,744 shares 1,744 $280K 0.04% +5 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,120 shares; 2024Q4: 1,120 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,597 shares 1,597 $275K 0.04% new 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: 608 shares; 2024Q4: 584 shares; 2025Q1: 588 shares; 2025Q2: 582 shares; 2025Q3: 582 shares; 2025Q4: 589 shares 589 $274K 0.04% +7 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,124 shares; 2025Q4: 2,124 shares 2,124 $271K 0.04% +1,000 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: 3,710 shares; 2024Q4: 3,710 shares; 2025Q1: 3,710 shares; 2025Q2: 3,610 shares; 2025Q3: 3,610 shares; 2025Q4: 3,410 shares 3,410 $269K 0.04% -200 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,069 shares; 2025Q4: 1,469 shares 1,469 $267K 0.03% -600 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,578 shares; 2024Q4: 10,241 shares; 2025Q1: 10,110 shares; 2025Q2: 9,194 shares; 2025Q3: 7,365 shares; 2025Q4: 7,365 shares 7,365 $266K 0.03% 0 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,617 shares; 2024Q4: 1,610 shares; 2025Q1: 1,207 shares; 2025Q2: 1,360 shares; 2025Q3: 1,348 shares; 2025Q4: 1,043 shares 1,043 $263K 0.03% -305 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,992 shares 3,992 $261K 0.03% new Timeline TEQI T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,211 shares; 2024Q4: 6,212 shares; 2025Q1: 6,213 shares; 2025Q2: 5,715 shares; 2025Q3: 5,716 shares; 2025Q4: 5,717 shares 5,717 $258K 0.03% +1 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,240 shares; 2024Q4: 2,360 shares; 2025Q1: 2,320 shares; 2025Q2: 2,315 shares; 2025Q3: 2,265 shares; 2025Q4: 2,097 shares 2,097 $258K 0.03% -168 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: 895 shares; 2024Q4: 895 shares; 2025Q1: 895 shares; 2025Q2: 895 shares; 2025Q3: 895 shares; 2025Q4: 917 shares 917 $252K 0.03% +22 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 750 shares; 2024Q4: 750 shares; 2025Q1: not reported; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 786 shares 786 $247K 0.03% +36 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,630 shares; 2024Q4: 5,630 shares; 2025Q1: 5,630 shares; 2025Q2: 5,630 shares; 2025Q3: 5,630 shares; 2025Q4: 5,530 shares 5,530 $246K 0.03% -100 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,170 shares; 2024Q4: 1,131 shares; 2025Q1: 1,069 shares; 2025Q2: 1,094 shares; 2025Q3: 1,057 shares; 2025Q4: 1,057 shares 1,057 $245K 0.03% 0 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 53 shares; 2025Q1: not reported; 2025Q2: 134 shares; 2025Q3: 143 shares; 2025Q4: 143 shares 143 $242K 0.03% 0 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,187 shares; 2024Q4: 4,232 shares; 2025Q1: 3,767 shares; 2025Q2: 3,767 shares; 2025Q3: 3,767 shares; 2025Q4: 3,477 shares 3,477 $241K 0.03% -290 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,182 shares; 2024Q4: 1,179 shares; 2025Q1: 1,179 shares; 2025Q2: 1,197 shares; 2025Q3: 1,179 shares; 2025Q4: 1,076 shares 1,076 $241K 0.03% -103 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 760 shares; 2024Q4: 760 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,218 shares; 2025Q4: 1,218 shares 1,218 $240K 0.03% 0 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,523 shares; 2024Q4: 3,523 shares; 2025Q1: 3,523 shares; 2025Q2: 3,523 shares; 2025Q3: 3,523 shares; 2025Q4: 3,503 shares 3,503 $239K 0.03% -20 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,268 shares; 2024Q4: 2,612 shares; 2025Q1: not reported; 2025Q2: 2,760 shares; 2025Q3: 2,903 shares; 2025Q4: 3,057 shares 3,057 $238K 0.03% +154 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: 856 shares; 2024Q4: 830 shares; 2025Q1: 789 shares; 2025Q2: 885 shares; 2025Q3: not reported; 2025Q4: 634 shares 634 $235K 0.03% new Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 770 shares; 2024Q4: 784 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 790 shares; 2025Q4: 796 shares 796 $234K 0.03% +6 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: 877 shares; 2024Q4: 877 shares; 2025Q1: 777 shares; 2025Q2: 777 shares; 2025Q3: 777 shares; 2025Q4: 800 shares 800 $232K 0.03% +23 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,693 shares; 2024Q4: 2,630 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,358 shares; 2025Q4: 13,978 shares 13,978 $230K 0.03% -380 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: 160 shares; 2024Q4: 160 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 540 shares 540 $228K 0.03% new 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: 865 shares; 2024Q4: 988 shares; 2025Q1: 1,078 shares; 2025Q2: 1,144 shares; 2025Q3: 1,148 shares; 2025Q4: 1,044 shares 1,044 $227K 0.03% -104 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,329 shares; 2024Q4: 2,741 shares; 2025Q1: 3,579 shares; 2025Q2: 3,168 shares; 2025Q3: 3,168 shares; 2025Q4: 3,168 shares 3,168 $226K 0.03% 0 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,016 shares; 2024Q4: 2,016 shares; 2025Q1: 1,807 shares; 2025Q2: 1,807 shares; 2025Q3: 1,602 shares; 2025Q4: 1,602 shares 1,602 $226K 0.03% 0 Timeline RRC RANGE RES CORP More: the full row for RANGE RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,925 shares; 2024Q4: 7,475 shares; 2025Q1: 6,735 shares; 2025Q2: 6,610 shares; 2025Q3: 6,610 shares; 2025Q4: 6,360 shares 6,360 $224K 0.03% -250 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,775 shares; 2024Q4: 1,650 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,550 shares 1,550 $223K 0.03% new Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 551 shares; 2024Q4: 565 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,016 shares 1,016 $223K 0.03% new Timeline XC WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,482 shares; 2024Q4: 3,540 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,079 shares; 2025Q4: 6,768 shares 6,768 $220K 0.03% +689 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: 1,770 shares; 2024Q4: 1,781 shares; 2025Q1: 1,913 shares; 2025Q2: 2,071 shares; 2025Q3: 1,999 shares; 2025Q4: 1,735 shares 1,735 $218K 0.03% -264 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: 536 shares; 2024Q4: 536 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 536 shares; 2025Q4: 679 shares 679 $216K 0.03% +143 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 465 shares; 2025Q4: 457 shares 457 $214K 0.03% -8 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,747 shares; 2024Q4: 8,467 shares; 2025Q1: 8,357 shares; 2025Q2: 7,517 shares; 2025Q3: 4,580 shares; 2025Q4: 4,580 shares 4,580 $214K 0.03% 0 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,061 shares; 2024Q4: 2,061 shares; 2025Q1: 2,011 shares; 2025Q2: 3,053 shares; 2025Q3: 2,430 shares; 2025Q4: 2,360 shares 2,360 $212K 0.03% -70 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: 660 shares; 2024Q4: 653 shares; 2025Q1: 613 shares; 2025Q2: not reported; 2025Q3: 426 shares; 2025Q4: 405 shares 405 $212K 0.03% -21 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,318 shares; 2024Q4: 1,206 shares; 2025Q1: 1,219 shares; 2025Q2: 1,208 shares; 2025Q3: 1,243 shares; 2025Q4: 1,270 shares 1,270 $211K 0.03% +27 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,631 shares; 2024Q4: 642 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 562 shares; 2025Q4: 562 shares 562 $210K 0.03% 0 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: 1,727 shares; 2024Q4: 1,700 shares; 2025Q1: 1,822 shares; 2025Q2: 2,073 shares; 2025Q3: 1,911 shares; 2025Q4: 1,273 shares 1,273 $206K 0.03% -638 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 340 shares; 2024Q4: 340 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 340 shares; 2025Q4: 340 shares 340 $205K 0.03% 0 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: 4,527 shares; 2024Q4: 4,292 shares; 2025Q1: 3,743 shares; 2025Q2: 4,220 shares; 2025Q3: not reported; 2025Q4: 4,220 shares 4,220 $205K 0.03% new Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 317 shares; 2024Q4: 338 shares; 2025Q1: not reported; 2025Q2: 617 shares; 2025Q3: 617 shares; 2025Q4: 521 shares 521 $203K 0.03% -96 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: 1,047 shares; 2024Q4: 1,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,141 shares 1,141 $203K 0.03% new Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,486 shares; 2024Q4: 8,660 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,459 shares; 2025Q4: 1,483 shares 1,483 $202K 0.03% +24 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 581 shares; 2024Q4: 997 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,390 shares; 2025Q4: 1,352 shares 1,352 $201K 0.03% -38 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,568 shares; 2024Q4: 12,568 shares; 2025Q1: 8,368 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,111 shares 11,111 $192K 0.02% new Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,650 shares 10,650 $171K 0.02% new Timeline PTEN PATTERSON-UTI ENERGY INC More: the full row for PATTERSON-UTI ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,850 shares; 2025Q4: 26,850 shares 26,850 $164K 0.02% 0 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,768 shares; 2024Q4: 91,842 shares; 2025Q1: 134,055 shares; 2025Q2: 125,847 shares; 2025Q3: 119,965 shares; 2025Q4: 12,000 shares 12,000 $149K 0.02% -107,965 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,877 shares; 2024Q4: 10,877 shares; 2025Q1: 10,877 shares; 2025Q2: 14,397 shares; 2025Q3: 14,397 shares; 2025Q4: 13,498 shares 13,498 $145K 0.02% -899 Timeline URG UR-ENERGY INC More: the full row for UR-ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 90,025 shares; 2025Q3: 90,025 shares; 2025Q4: 90,025 shares 90,025 $125K 0.02% 0 Timeline