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: 402,983 shares; 2024Q4: 408,875 shares; 2025Q1: 402,035 shares; 2025Q2: 398,683 shares; 2025Q3: 402,434 shares; 2025Q4: 384,817 shares 384,817 $121M 5.52% -17,617 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 572,102 shares; 2024Q4: 527,450 shares; 2025Q1: 544,691 shares; 2025Q2: 551,170 shares; 2025Q3: 554,127 shares; 2025Q4: 548,575 shares 548,575 $109M 4.98% -5,552 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: 216,676 shares; 2024Q4: 215,839 shares; 2025Q1: 212,557 shares; 2025Q2: 212,633 shares; 2025Q3: 209,955 shares; 2025Q4: 202,616 shares 202,616 $98M 4.48% -7,339 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: 134,821 shares; 2024Q4: 144,448 shares; 2025Q1: 149,699 shares; 2025Q2: 152,519 shares; 2025Q3: 151,418 shares; 2025Q4: 155,497 shares 155,497 $97.5M 4.46% +4,079 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: 369,159 shares; 2024Q4: 364,614 shares; 2025Q1: 358,645 shares; 2025Q2: 340,447 shares; 2025Q3: 339,634 shares; 2025Q4: 327,428 shares 327,428 $89M 4.07% -12,206 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: 320,897 shares; 2024Q4: 319,267 shares; 2025Q1: 330,730 shares; 2025Q2: 363,226 shares; 2025Q3: 450,584 shares; 2025Q4: 435,459 shares 435,459 $81.2M 3.71% -15,125 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: 291,282 shares; 2024Q4: 281,622 shares; 2025Q1: 268,976 shares; 2025Q2: 269,109 shares; 2025Q3: 268,011 shares; 2025Q4: 256,576 shares 256,576 $78M 3.56% -11,435 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 523,181 shares; 2024Q4: 943,003 shares; 2025Q1: 1,227,593 shares; 2025Q2: 1,246,410 shares; 2025Q3: 1,337,136 shares; 2025Q4: 1,508,798 shares 1,508,798 $76.3M 3.49% +171,662 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: 277,874 shares; 2024Q4: 273,515 shares; 2025Q1: 269,366 shares; 2025Q2: 320,165 shares; 2025Q3: 320,130 shares; 2025Q4: 320,638 shares 320,638 $74M 3.38% +508 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: 131,914 shares; 2024Q4: 128,280 shares; 2025Q1: 124,891 shares; 2025Q2: 122,918 shares; 2025Q3: 121,287 shares; 2025Q4: 118,657 shares 118,657 $67.7M 3.1% -2,630 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: 242,233 shares; 2024Q4: 238,750 shares; 2025Q1: 236,055 shares; 2025Q2: 203,367 shares; 2025Q3: 137,759 shares; 2025Q4: 133,977 shares 133,977 $67.3M 3.08% -3,782 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: 213,273 shares; 2024Q4: 207,413 shares; 2025Q1: 208,191 shares; 2025Q2: 203,070 shares; 2025Q3: 201,533 shares; 2025Q4: 192,618 shares 192,618 $66.7M 3.05% -8,915 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 195,672 shares; 2024Q4: 627,987 shares; 2025Q1: 929,700 shares; 2025Q2: 968,882 shares; 2025Q3: 1,142,072 shares; 2025Q4: 1,328,849 shares 1,328,849 $66.3M 3.03% +186,777 Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 341,698 shares; 2025Q3: 351,532 shares; 2025Q4: 353,023 shares 353,023 $65.6M 3% +1,491 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: 99,352 shares; 2024Q4: 100,736 shares; 2025Q1: 105,093 shares; 2025Q2: 104,041 shares; 2025Q3: 107,059 shares; 2025Q4: 192,403 shares 192,403 $64.5M 2.95% +85,344 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: 84,553 shares; 2024Q4: 82,373 shares; 2025Q1: 79,226 shares; 2025Q2: 78,587 shares; 2025Q3: 79,298 shares; 2025Q4: 78,425 shares 78,425 $51.8M 2.37% -873 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 282,755 shares; 2024Q4: 284,244 shares; 2025Q1: 278,582 shares; 2025Q2: 274,242 shares; 2025Q3: 272,983 shares; 2025Q4: 263,214 shares 263,214 $48.3M 2.21% -9,769 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: 31,734 shares; 2024Q4: 46,752 shares; 2025Q1: 44,775 shares; 2025Q2: 44,304 shares; 2025Q3: 44,370 shares; 2025Q4: 43,202 shares 43,202 $46.2M 2.11% -1,168 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: 371,371 shares; 2024Q4: 370,925 shares; 2025Q1: 366,117 shares; 2025Q2: 362,879 shares; 2025Q3: 358,646 shares; 2025Q4: 352,481 shares 352,481 $39.3M 1.79% -6,165 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: 85,669 shares; 2024Q4: 78,976 shares; 2025Q1: 75,902 shares; 2025Q2: 113,337 shares; 2025Q3: 114,211 shares; 2025Q4: 111,147 shares 111,147 $36.7M 1.68% -3,064 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: 110,164 shares; 2024Q4: 108,090 shares; 2025Q1: 104,919 shares; 2025Q2: 102,502 shares; 2025Q3: 101,073 shares; 2025Q4: 98,342 shares 98,342 $34.7M 1.59% -2,731 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: 94,165 shares; 2024Q4: 93,147 shares; 2025Q1: 89,386 shares; 2025Q2: 89,047 shares; 2025Q3: 88,977 shares; 2025Q4: 87,931 shares 87,931 $30.3M 1.38% -1,046 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: 114,659 shares; 2024Q4: 113,399 shares; 2025Q1: 111,533 shares; 2025Q2: 110,694 shares; 2025Q3: 110,358 shares; 2025Q4: 109,457 shares 109,457 $29.9M 1.37% -901 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,229 shares; 2024Q4: 426,362 shares; 2025Q1: 429,266 shares; 2025Q2: 428,018 shares; 2025Q3: 433,161 shares; 2025Q4: 646,169 shares 646,169 $29.7M 1.36% +213,008 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,410 shares; 2024Q4: 4,285 shares; 2025Q1: 4,136 shares; 2025Q2: 4,080 shares; 2025Q3: 4,110 shares; 2025Q4: 4,013 shares 4,013 $29.3M 1.34% -97 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: 34,353 shares; 2024Q4: 36,071 shares; 2025Q1: 37,362 shares; 2025Q2: 38,988 shares; 2025Q3: 46,187 shares; 2025Q4: 45,798 shares 45,798 $28.1M 1.29% -389 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: 108,619 shares; 2024Q4: 108,070 shares; 2025Q1: 106,724 shares; 2025Q2: 108,284 shares; 2025Q3: 107,455 shares; 2025Q4: 106,333 shares 106,333 $25.8M 1.18% -1,122 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: 31,106 shares; 2024Q4: 31,278 shares; 2025Q1: 54,835 shares; 2025Q2: 54,301 shares; 2025Q3: 53,720 shares; 2025Q4: 52,560 shares 52,560 $24.5M 1.12% -1,160 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: 88,166 shares; 2024Q4: 87,334 shares; 2025Q1: 83,833 shares; 2025Q2: 83,565 shares; 2025Q3: 82,443 shares; 2025Q4: 75,494 shares 75,494 $23.6M 1.08% -6,949 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 reported; 2024Q4: 4,073 shares; 2025Q1: 295,584 shares; 2025Q2: 296,416 shares; 2025Q3: 295,463 shares; 2025Q4: 292,859 shares 292,859 $23.5M 1.07% -2,604 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: 150,829 shares; 2024Q4: 149,731 shares; 2025Q1: 175,508 shares; 2025Q2: 172,813 shares; 2025Q3: 171,551 shares; 2025Q4: 167,872 shares 167,872 $20.2M 0.92% -3,679 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,315 shares; 2024Q4: 77,559 shares; 2025Q1: 73,861 shares; 2025Q2: 73,874 shares; 2025Q3: 72,567 shares; 2025Q4: 60,267 shares 60,267 $19.5M 0.89% -12,300 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,398 shares; 2024Q4: 3,398 shares; 2025Q1: 2,236 shares; 2025Q2: 8,073 shares; 2025Q3: 9,677 shares; 2025Q4: 49,290 shares 49,290 $18.9M 0.86% +39,613 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: 114,285 shares; 2024Q4: 124,128 shares; 2025Q1: 121,061 shares; 2025Q2: 121,514 shares; 2025Q3: 120,845 shares; 2025Q4: 96,760 shares 96,760 $16.8M 0.77% -24,085 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: 14,908 shares; 2024Q4: 15,885 shares; 2025Q1: 16,696 shares; 2025Q2: 16,301 shares; 2025Q3: 15,399 shares; 2025Q4: 15,584 shares 15,584 $16.7M 0.77% +185 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 820,877 shares; 2024Q4: 851,412 shares; 2025Q1: 881,212 shares; 2025Q2: 266,054 shares; 2025Q3: 161,743 shares; 2025Q4: 160,193 shares 160,193 $16.6M 0.76% -1,550 Timeline LMBS 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: 279,508 shares; 2024Q4: 277,124 shares; 2025Q1: 299,089 shares; 2025Q2: 299,341 shares; 2025Q3: 306,094 shares; 2025Q4: 325,074 shares 325,074 $16.3M 0.74% +18,980 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: 2,148 shares; 2024Q4: 2,149 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 155,408 shares; 2025Q4: 154,266 shares 154,266 $15.3M 0.7% -1,142 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: 13,405 shares; 2024Q4: 13,460 shares; 2025Q1: 17,263 shares; 2025Q2: 19,519 shares; 2025Q3: 19,654 shares; 2025Q4: 20,848 shares 20,848 $14.2M 0.65% +1,194 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 220,872 shares; 2025Q4: 253,496 shares 253,496 $14.1M 0.65% +32,624 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: 152,156 shares; 2024Q4: 148,484 shares; 2025Q1: 158,162 shares; 2025Q2: 171,200 shares; 2025Q3: 181,395 shares; 2025Q4: 225,655 shares 225,655 $14.1M 0.64% +44,260 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: 33,978 shares; 2024Q4: 34,622 shares; 2025Q1: 33,235 shares; 2025Q2: 34,253 shares; 2025Q3: 33,427 shares; 2025Q4: 33,707 shares 33,707 $10.9M 0.5% +280 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: 36,363 shares; 2024Q4: 38,451 shares; 2025Q1: 42,624 shares; 2025Q2: 35,927 shares; 2025Q3: 37,293 shares; 2025Q4: 34,454 shares 34,454 $10.8M 0.49% -2,839 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: 18 shares; 2024Q4: 19 shares; 2025Q1: 19 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 14 shares 14 $10.6M 0.48% -1 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,015 shares; 2024Q4: 174,913 shares; 2025Q1: 164,456 shares; 2025Q2: 169,856 shares; 2025Q3: 370,159 shares; 2025Q4: 413,151 shares 413,151 $8.36M 0.38% +42,992 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: 21,565 shares; 2024Q4: 24,184 shares; 2025Q1: 24,624 shares; 2025Q2: 24,006 shares; 2025Q3: 24,477 shares; 2025Q4: 21,987 shares 21,987 $7.71M 0.35% -2,490 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: 114,884 shares; 2024Q4: 130,104 shares; 2025Q1: 136,174 shares; 2025Q2: 393,332 shares; 2025Q3: 393,320 shares; 2025Q4: 140,797 shares 140,797 $7.16M 0.33% -252,523 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: 4,547 shares; 2024Q4: 13,027 shares; 2025Q1: not reported; 2025Q2: 121,150 shares; 2025Q3: 117,762 shares; 2025Q4: 118,336 shares 118,336 $6.31M 0.29% +574 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: 1,632 shares; 2024Q4: 1,736 shares; 2025Q1: 1,932 shares; 2025Q2: 129,033 shares; 2025Q3: 125,463 shares; 2025Q4: 46,863 shares 46,863 $5.9M 0.27% -78,600 Timeline VOYG VOYAGER TECHNOLOGIES INC More: the full row for VOYAGER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 209,281 shares 209,281 $5.47M 0.25% new 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: 19,018 shares; 2024Q4: 19,734 shares; 2025Q1: 18,892 shares; 2025Q2: 18,599 shares; 2025Q3: 22,017 shares; 2025Q4: 21,887 shares 21,887 $5.28M 0.24% -130 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: 13,797 shares; 2024Q4: 11,682 shares; 2025Q1: 11,632 shares; 2025Q2: 13,158 shares; 2025Q3: 12,073 shares; 2025Q4: 11,649 shares 11,649 $4.62M 0.21% -424 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 59,906 shares 59,906 $4.52M 0.21% new Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,779 shares; 2024Q4: 4,779 shares; 2025Q1: 4,772 shares; 2025Q2: 4,750 shares; 2025Q3: 4,750 shares; 2025Q4: 28,729 shares 28,729 $4.16M 0.19% +23,979 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: 704,528 shares; 2024Q4: 683,380 shares; 2025Q1: 642,354 shares; 2025Q2: 104,242 shares; 2025Q3: 90,765 shares; 2025Q4: 86,453 shares 86,453 $4.05M 0.19% -4,312 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,827 shares 22,827 $3.53M 0.16% new Timeline IEV 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: 55,000 shares; 2024Q4: 55,000 shares; 2025Q1: 50,000 shares; 2025Q2: 50,000 shares; 2025Q3: 50,263 shares; 2025Q4: 49,337 shares 49,337 $3.38M 0.15% -926 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: 10,504 shares; 2024Q4: 10,504 shares; 2025Q1: 10,489 shares; 2025Q2: 10,489 shares; 2025Q3: 10,489 shares; 2025Q4: 10,535 shares 10,535 $3.32M 0.15% +46 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: 9,341 shares; 2024Q4: 9,468 shares; 2025Q1: 10,702 shares; 2025Q2: 9,518 shares; 2025Q3: 9,971 shares; 2025Q4: 9,846 shares 9,846 $3.14M 0.14% -125 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: 13,648 shares; 2024Q4: 13,845 shares; 2025Q1: 13,825 shares; 2025Q2: 12,900 shares; 2025Q3: 13,654 shares; 2025Q4: 13,420 shares 13,420 $2.95M 0.13% -234 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,184 shares; 2025Q2: 16,553 shares; 2025Q3: 17,649 shares; 2025Q4: 17,431 shares 17,431 $2.92M 0.13% -218 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: 2,475 shares; 2024Q4: 2,775 shares; 2025Q1: 3,149 shares; 2025Q2: 3,265 shares; 2025Q3: 3,225 shares; 2025Q4: 3,250 shares 3,250 $2.8M 0.13% +25 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,629 shares; 2024Q4: 18,392 shares; 2025Q1: 19,989 shares; 2025Q2: 18,561 shares; 2025Q3: 18,561 shares; 2025Q4: 19,420 shares 19,420 $2.79M 0.13% +859 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: 2,910 shares; 2024Q4: 2,806 shares; 2025Q1: 3,565 shares; 2025Q2: 5,573 shares; 2025Q3: 5,793 shares; 2025Q4: 5,789 shares 5,789 $2.74M 0.13% -4 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: 4,559 shares; 2024Q4: 4,627 shares; 2025Q1: 3,887 shares; 2025Q2: 4,346 shares; 2025Q3: 3,880 shares; 2025Q4: 3,919 shares 3,919 $2.68M 0.12% +39 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: 9,571 shares; 2024Q4: 9,658 shares; 2025Q1: 10,188 shares; 2025Q2: 9,870 shares; 2025Q3: 9,865 shares; 2025Q4: 9,841 shares 9,841 $2.67M 0.12% -24 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: 149,062 shares; 2024Q4: 139,876 shares; 2025Q1: 134,091 shares; 2025Q2: 15,808 shares; 2025Q3: 12,847 shares; 2025Q4: 12,584 shares 12,584 $2.6M 0.12% -263 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,322 shares; 2024Q4: 19,343 shares; 2025Q1: 19,535 shares; 2025Q2: 34,514 shares; 2025Q3: 34,705 shares; 2025Q4: 33,852 shares 33,852 $2.49M 0.11% -853 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,335 shares; 2024Q4: 71,235 shares; 2025Q1: 71,240 shares; 2025Q2: 71,475 shares; 2025Q3: 74,203 shares; 2025Q4: 73,225 shares 73,225 $2.48M 0.11% -978 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: 144,023 shares; 2024Q4: 145,684 shares; 2025Q1: 144,410 shares; 2025Q2: 164,270 shares; 2025Q3: 174,475 shares; 2025Q4: 196,263 shares 196,263 $2.44M 0.11% +21,788 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: 18,701 shares; 2024Q4: 23,192 shares; 2025Q1: 23,809 shares; 2025Q2: 11,803 shares; 2025Q3: 10,502 shares; 2025Q4: 10,606 shares 10,606 $2.42M 0.11% +104 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: 6,793 shares; 2024Q4: 6,394 shares; 2025Q1: 6,104 shares; 2025Q2: 6,185 shares; 2025Q3: 6,194 shares; 2025Q4: 6,201 shares 6,201 $2.29M 0.1% +7 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,193 shares; 2024Q4: 31,482 shares; 2025Q1: 22,591 shares; 2025Q2: 34,002 shares; 2025Q3: 34,002 shares; 2025Q4: 33,994 shares 33,994 $2.28M 0.1% -8 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: 17,009 shares; 2024Q4: 17,019 shares; 2025Q1: 18,510 shares; 2025Q2: 17,916 shares; 2025Q3: 17,999 shares; 2025Q4: 17,828 shares 17,828 $2.14M 0.1% -171 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: 31,801 shares; 2024Q4: 32,031 shares; 2025Q1: 29,698 shares; 2025Q2: 29,707 shares; 2025Q3: 29,744 shares; 2025Q4: 29,412 shares 29,412 $2.06M 0.09% -332 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: 107,058 shares; 2024Q4: 12,396 shares; 2025Q1: 9,929 shares; 2025Q2: 9,565 shares; 2025Q3: 9,142 shares; 2025Q4: 8,876 shares 8,876 $2.05M 0.09% -266 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: 873 shares; 2024Q4: 1,179 shares; 2025Q1: 1,405 shares; 2025Q2: 2,334 shares; 2025Q3: 3,832 shares; 2025Q4: 4,175 shares 4,175 $2.04M 0.09% +343 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: 139,935 shares; 2024Q4: 136,217 shares; 2025Q1: 132,833 shares; 2025Q2: 130,585 shares; 2025Q3: 12,712 shares; 2025Q4: 12,417 shares 12,417 $1.78M 0.08% -295 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: 11,861 shares; 2024Q4: 11,860 shares; 2025Q1: 11,266 shares; 2025Q2: 11,577 shares; 2025Q3: 11,551 shares; 2025Q4: 11,397 shares 11,397 $1.75M 0.08% -154 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,681 shares; 2024Q4: 29,705 shares; 2025Q1: 35,181 shares; 2025Q2: 34,199 shares; 2025Q3: 33,763 shares; 2025Q4: 32,346 shares 32,346 $1.73M 0.08% -1,417 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: 1,146 shares; 2024Q4: 1,146 shares; 2025Q1: 1,125 shares; 2025Q2: 1,969 shares; 2025Q3: 2,843 shares; 2025Q4: 2,842 shares 2,842 $1.71M 0.08% -1 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,780 shares; 2024Q4: 61,780 shares; 2025Q1: 59,965 shares; 2025Q2: 59,965 shares; 2025Q3: 60,612 shares; 2025Q4: 60,612 shares 60,612 $1.7M 0.08% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,486 shares; 2024Q4: 14,311 shares; 2025Q1: 13,885 shares; 2025Q2: 14,053 shares; 2025Q3: 13,204 shares; 2025Q4: 13,125 shares 13,125 $1.64M 0.08% -79 Timeline EVLN 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,000 shares; 2025Q4: 32,867 shares 32,867 $1.63M 0.07% +22,867 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: 7,017 shares; 2024Q4: 7,032 shares; 2025Q1: 7,020 shares; 2025Q2: 6,225 shares; 2025Q3: 6,217 shares; 2025Q4: 6,120 shares 6,120 $1.57M 0.07% -97 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: 7,000 shares; 2024Q4: 6,586 shares; 2025Q1: 7,352 shares; 2025Q2: 7,303 shares; 2025Q3: 5,245 shares; 2025Q4: 5,133 shares 5,133 $1.57M 0.07% -112 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: 26,238 shares; 2024Q4: 26,370 shares; 2025Q1: 27,559 shares; 2025Q2: 27,559 shares; 2025Q3: 27,891 shares; 2025Q4: 27,767 shares 27,767 $1.52M 0.07% -124 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: 5,544 shares; 2024Q4: 5,592 shares; 2025Q1: 5,614 shares; 2025Q2: 6,119 shares; 2025Q3: 6,143 shares; 2025Q4: 7,583 shares 7,583 $1.45M 0.07% +1,440 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,052 shares; 2025Q4: 10,066 shares 10,066 $1.45M 0.07% +14 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,500 shares; 2024Q4: 38,163 shares; 2025Q1: 37,545 shares; 2025Q2: 37,500 shares; 2025Q3: 37,688 shares; 2025Q4: 25,274 shares 25,274 $1.43M 0.07% -12,414 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: 3,335 shares; 2024Q4: 2,593 shares; 2025Q1: 2,386 shares; 2025Q2: 2,277 shares; 2025Q3: 2,255 shares; 2025Q4: 2,103 shares 2,103 $1.42M 0.07% -152 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,232 shares; 2024Q4: 4,289 shares; 2025Q1: 4,529 shares; 2025Q2: 4,651 shares; 2025Q3: 4,401 shares; 2025Q4: 4,229 shares 4,229 $1.38M 0.06% -172 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,295 shares; 2024Q4: 50,534 shares; 2025Q1: 65,653 shares; 2025Q2: 42,772 shares; 2025Q3: 42,772 shares; 2025Q4: 42,772 shares 42,772 $1.37M 0.06% 0 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,651 shares 16,651 $1.36M 0.06% new 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: 4,060 shares; 2024Q4: 4,170 shares; 2025Q1: 5,592 shares; 2025Q2: 6,125 shares; 2025Q3: 7,291 shares; 2025Q4: 7,048 shares 7,048 $1.35M 0.06% -243 Timeline PBR-A PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,112 shares; 2024Q4: 84,533 shares; 2025Q1: 84,274 shares; 2025Q2: 110,702 shares; 2025Q3: 118,050 shares; 2025Q4: 117,526 shares 117,526 $1.32M 0.06% -524 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: 20,268 shares 20,268 $1.32M 0.06% new 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: 175,881 shares; 2024Q4: 165,042 shares; 2025Q1: 10,824 shares; 2025Q2: 10,654 shares; 2025Q3: 10,164 shares; 2025Q4: 6,760 shares 6,760 $1.32M 0.06% -3,404 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: 7,611 shares; 2024Q4: 7,611 shares; 2025Q1: 7,611 shares; 2025Q2: 7,611 shares; 2025Q3: 7,611 shares; 2025Q4: 7,611 shares 7,611 $1.3M 0.06% 0 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: 5,937 shares; 2024Q4: 6,048 shares; 2025Q1: 5,028 shares; 2025Q2: 4,935 shares; 2025Q3: 4,991 shares; 2025Q4: 4,992 shares 4,992 $1.23M 0.06% +1 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: 13,770 shares; 2024Q4: 17,874 shares; 2025Q1: 15,862 shares; 2025Q2: 13,140 shares; 2025Q3: 13,032 shares; 2025Q4: 12,964 shares 12,964 $1.21M 0.06% -68 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: 11,733 shares; 2024Q4: 15,236 shares; 2025Q1: 14,690 shares; 2025Q2: 14,383 shares; 2025Q3: 13,161 shares; 2025Q4: 10,616 shares 10,616 $1.21M 0.06% -2,545 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: 4,821 shares; 2024Q4: 665 shares; 2025Q1: 1,969 shares; 2025Q2: 2,076 shares; 2025Q3: 2,068 shares; 2025Q4: 2,037 shares 2,037 $1.17M 0.05% -31 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,905 shares; 2024Q4: 7,905 shares; 2025Q1: 7,905 shares; 2025Q2: 8,022 shares; 2025Q3: 8,022 shares; 2025Q4: 8,022 shares 8,022 $1.16M 0.05% 0 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: 48,608 shares; 2024Q4: 28,757 shares; 2025Q1: 28,757 shares; 2025Q2: 28,757 shares; 2025Q3: 28,757 shares; 2025Q4: 28,757 shares 28,757 $1.14M 0.05% 0 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 reported; 2024Q4: not reported; 2025Q1: 3,289 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,929 shares 14,929 $1.13M 0.05% new Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,076 shares; 2024Q4: 1,522 shares; 2025Q1: 2,408 shares; 2025Q2: 3,303 shares; 2025Q3: 3,478 shares; 2025Q4: 3,665 shares 3,665 $1.09M 0.05% +187 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: 5,565 shares; 2024Q4: 5,167 shares; 2025Q1: 4,700 shares; 2025Q2: 4,971 shares; 2025Q3: 4,058 shares; 2025Q4: 4,011 shares 4,011 $1.06M 0.05% -47 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,232 shares; 2024Q4: 7,133 shares; 2025Q1: 7,133 shares; 2025Q2: 7,028 shares; 2025Q3: 14,978 shares; 2025Q4: 13,045 shares 13,045 $1.06M 0.05% -1,933 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,750 shares 20,750 $1.05M 0.05% new Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,321 shares; 2024Q4: 15,985 shares; 2025Q1: 14,496 shares; 2025Q2: 25,159 shares; 2025Q3: 25,195 shares; 2025Q4: 25,652 shares 25,652 $1.03M 0.05% +457 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: 1,217 shares; 2024Q4: 1,269 shares; 2025Q1: 1,353 shares; 2025Q2: 1,828 shares; 2025Q3: 2,249 shares; 2025Q4: 2,245 shares 2,245 $1.01M 0.05% -4 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: 4,930 shares; 2024Q4: 5,307 shares; 2025Q1: 4,863 shares; 2025Q2: 6,191 shares; 2025Q3: 6,288 shares; 2025Q4: 6,253 shares 6,253 $1.01M 0.05% -35 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: 10,534 shares; 2024Q4: 10,534 shares; 2025Q1: 10,547 shares; 2025Q2: 11,441 shares; 2025Q3: 11,441 shares; 2025Q4: 11,441 shares 11,441 $1M 0.05% 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: 120,383 shares; 2024Q4: 6,598 shares; 2025Q1: 6,651 shares; 2025Q2: 5,912 shares; 2025Q3: 5,319 shares; 2025Q4: 6,570 shares 6,570 $1M 0.05% +1,251 Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,812 shares; 2024Q4: 99,373 shares; 2025Q1: 75,280 shares; 2025Q2: 80,280 shares; 2025Q3: 80,055 shares; 2025Q4: 69,600 shares 69,600 $999K 0.05% -10,455 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: 41,959 shares; 2024Q4: 41,959 shares; 2025Q1: 60,674 shares; 2025Q2: 61,077 shares; 2025Q3: 59,035 shares; 2025Q4: 58,217 shares 58,217 $960K 0.04% -818 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: 1,251 shares; 2024Q4: 1,256 shares; 2025Q1: 1,251 shares; 2025Q2: 1,251 shares; 2025Q3: 1,246 shares; 2025Q4: 1,246 shares 1,246 $955K 0.04% 0 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,076 shares; 2024Q4: 111,924 shares; 2025Q1: 129,354 shares; 2025Q2: 128,762 shares; 2025Q3: 11,838 shares; 2025Q4: 11,825 shares 11,825 $943K 0.04% -13 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,752 shares; 2024Q4: 2,799 shares; 2025Q1: 2,804 shares; 2025Q2: 3,104 shares; 2025Q3: 3,104 shares; 2025Q4: 6,408 shares 6,408 $923K 0.04% +3,304 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,666 shares; 2024Q4: 2,688 shares; 2025Q1: 2,724 shares; 2025Q2: 2,716 shares; 2025Q3: 2,699 shares; 2025Q4: 2,714 shares 2,714 $917K 0.04% +15 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,862 shares; 2024Q4: 8,115 shares; 2025Q1: 8,783 shares; 2025Q2: 8,984 shares; 2025Q3: 7,916 shares; 2025Q4: 6,883 shares 6,883 $914K 0.04% -1,033 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: 180,767 shares; 2024Q4: 165,381 shares; 2025Q1: 161,286 shares; 2025Q2: 9,886 shares; 2025Q3: 8,829 shares; 2025Q4: 8,668 shares 8,668 $912K 0.04% -161 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,511 shares; 2024Q4: 3,094 shares; 2025Q1: 4,480 shares; 2025Q2: 4,380 shares; 2025Q3: 4,326 shares; 2025Q4: 4,710 shares 4,710 $868K 0.04% +384 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: 8,103 shares; 2024Q4: 8,103 shares; 2025Q1: 8,186 shares; 2025Q2: 8,103 shares; 2025Q3: 8,168 shares; 2025Q4: 8,179 shares 8,179 $863K 0.04% +11 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: 11,837 shares; 2024Q4: 9,494 shares; 2025Q1: 9,494 shares; 2025Q2: 13,688 shares; 2025Q3: 16,245 shares; 2025Q4: 15,835 shares 15,835 $851K 0.04% -410 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: 12,749 shares; 2024Q4: 12,749 shares; 2025Q1: 11,227 shares; 2025Q2: 9,926 shares; 2025Q3: 9,926 shares; 2025Q4: 9,954 shares 9,954 $846K 0.04% +28 Timeline RWL 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: 7,362 shares; 2024Q4: 7,510 shares; 2025Q1: 7,362 shares; 2025Q2: 7,362 shares; 2025Q3: 7,362 shares; 2025Q4: 7,362 shares 7,362 $843K 0.04% 0 Timeline RWJ 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: 17,685 shares; 2024Q4: 21,031 shares; 2025Q1: 18,909 shares; 2025Q2: 18,921 shares; 2025Q3: 18,861 shares; 2025Q4: 17,275 shares 17,275 $842K 0.04% -1,586 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: 10,187 shares; 2024Q4: 10,186 shares; 2025Q1: 13,090 shares; 2025Q2: 12,531 shares; 2025Q3: 10,082 shares; 2025Q4: 15,585 shares 15,585 $841K 0.04% +5,503 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 648 shares; 2025Q1: 776 shares; 2025Q2: 784 shares; 2025Q3: 781 shares; 2025Q4: 781 shares 781 $836K 0.04% 0 Timeline SHY 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: 6,058 shares; 2025Q3: 10,108 shares; 2025Q4: 9,785 shares 9,785 $810K 0.04% -323 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: 1,463 shares; 2024Q4: 3,665 shares; 2025Q1: 3,705 shares; 2025Q2: 3,766 shares; 2025Q3: 1,504 shares; 2025Q4: 1,504 shares 1,504 $786K 0.04% 0 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: 4,390 shares; 2024Q4: 4,527 shares; 2025Q1: 4,399 shares; 2025Q2: 4,491 shares; 2025Q3: 4,491 shares; 2025Q4: 8,736 shares 8,736 $782K 0.04% +4,245 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,833 shares; 2024Q4: 5,110 shares; 2025Q1: 5,048 shares; 2025Q2: 5,266 shares; 2025Q3: 5,212 shares; 2025Q4: 5,422 shares 5,422 $778K 0.04% +210 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,170 shares; 2024Q4: 1,061 shares; 2025Q1: 1,040 shares; 2025Q2: 1,725 shares; 2025Q3: 3,536 shares; 2025Q4: 3,536 shares 3,536 $777K 0.04% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,724 shares; 2024Q4: 1,820 shares; 2025Q1: 3,982 shares; 2025Q2: 3,980 shares; 2025Q3: 4,008 shares; 2025Q4: 3,946 shares 3,946 $770K 0.04% -62 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,303 shares; 2024Q4: 10,303 shares; 2025Q1: 10,394 shares; 2025Q2: 10,394 shares; 2025Q3: 10,394 shares; 2025Q4: 7,963 shares 7,963 $767K 0.04% -2,431 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,653 shares 2,653 $764K 0.03% new 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: 6,601 shares; 2024Q4: 8,261 shares; 2025Q1: 10,018 shares; 2025Q2: 11,087 shares; 2025Q3: 3,053 shares; 2025Q4: 2,805 shares 2,805 $753K 0.03% -248 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,170 shares; 2025Q3: 7,994 shares; 2025Q4: 7,719 shares 7,719 $742K 0.03% -275 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: 3,531 shares; 2024Q4: 3,361 shares; 2025Q1: 3,013 shares; 2025Q2: 2,995 shares; 2025Q3: 2,995 shares; 2025Q4: 2,976 shares 2,976 $735K 0.03% -19 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: 5,956 shares; 2024Q4: 5,956 shares; 2025Q1: 4,249 shares; 2025Q2: 5,699 shares; 2025Q3: 5,699 shares; 2025Q4: 5,699 shares 5,699 $727K 0.03% 0 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,406 shares; 2024Q4: 2,384 shares; 2025Q1: 2,384 shares; 2025Q2: 2,384 shares; 2025Q3: 2,384 shares; 2025Q4: 2,384 shares 2,384 $718K 0.03% 0 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: 7,976 shares; 2024Q4: 10,426 shares; 2025Q1: 10,744 shares; 2025Q2: 10,327 shares; 2025Q3: 8,595 shares; 2025Q4: 8,778 shares 8,778 $676K 0.03% +183 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 485 shares; 2024Q4: 501 shares; 2025Q1: 543 shares; 2025Q2: 581 shares; 2025Q3: 568 shares; 2025Q4: 1,768 shares 1,768 $653K 0.03% +1,200 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: not reported; 2024Q4: not reported; 2025Q1: 2,373 shares; 2025Q2: 5,024 shares; 2025Q3: 5,182 shares; 2025Q4: 6,035 shares 6,035 $646K 0.03% +853 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: not reported; 2024Q4: not reported; 2025Q1: 1,810 shares; 2025Q2: 1,715 shares; 2025Q3: 1,715 shares; 2025Q4: 1,715 shares 1,715 $640K 0.03% 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: 4,223 shares; 2024Q4: 12,669 shares; 2025Q1: 19,569 shares; 2025Q2: 19,564 shares; 2025Q3: 19,564 shares; 2025Q4: 23,249 shares 23,249 $638K 0.03% +3,685 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,066 shares; 2024Q4: 2,806 shares; 2025Q1: 2,966 shares; 2025Q2: 2,966 shares; 2025Q3: 2,966 shares; 2025Q4: 2,966 shares 2,966 $624K 0.03% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,099 shares; 2024Q4: 30,949 shares; 2025Q1: 33,208 shares; 2025Q2: 29,512 shares; 2025Q3: 25,137 shares; 2025Q4: 25,045 shares 25,045 $624K 0.03% -92 Timeline HERD PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,886 shares; 2025Q1: not reported; 2025Q2: 19,867 shares; 2025Q3: 19,822 shares; 2025Q4: 13,923 shares 13,923 $605K 0.03% -5,899 Timeline JAVA 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: 8,372 shares; 2024Q4: 8,372 shares; 2025Q1: 8,372 shares; 2025Q2: 8,372 shares; 2025Q3: 8,372 shares; 2025Q4: 8,372 shares 8,372 $600K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,211 shares; 2025Q3: 1,868 shares; 2025Q4: 2,357 shares 2,357 $596K 0.03% +489 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: 4,457 shares; 2024Q4: 4,457 shares; 2025Q1: 3,127 shares; 2025Q2: 3,325 shares; 2025Q3: 3,265 shares; 2025Q4: 3,204 shares 3,204 $595K 0.03% -61 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,511 shares; 2024Q4: 9,511 shares; 2025Q1: 6,526 shares; 2025Q2: 6,343 shares; 2025Q3: 6,343 shares; 2025Q4: 6,591 shares 6,591 $581K 0.03% +248 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,344 shares; 2025Q3: 19,345 shares; 2025Q4: 19,346 shares 19,346 $573K 0.03% +1 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: 659 shares; 2024Q4: 691 shares; 2025Q1: 732 shares; 2025Q2: 748 shares; 2025Q3: 755 shares; 2025Q4: 6,080 shares 6,080 $570K 0.03% +5,325 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: 2,057 shares; 2024Q4: 2,111 shares; 2025Q1: 2,364 shares; 2025Q2: 2,510 shares; 2025Q3: 3,200 shares; 2025Q4: 3,207 shares 3,207 $569K 0.03% +7 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 365 shares; 2025Q1: 554 shares; 2025Q2: 571 shares; 2025Q3: 588 shares; 2025Q4: 643 shares 643 $565K 0.03% +55 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 reported; 2024Q4: 1,743 shares; 2025Q1: 2,498 shares; 2025Q2: 2,502 shares; 2025Q3: 1,799 shares; 2025Q4: 1,823 shares 1,823 $562K 0.03% +24 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,036 shares; 2025Q3: 2,962 shares; 2025Q4: 2,962 shares 2,962 $558K 0.03% 0 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,887 shares; 2024Q4: 13,632 shares; 2025Q1: 11,896 shares; 2025Q2: 23,799 shares; 2025Q3: 23,799 shares; 2025Q4: 23,791 shares 23,791 $556K 0.03% -8 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: 2,656 shares; 2024Q4: 1,899 shares; 2025Q1: 1,899 shares; 2025Q2: 2,249 shares; 2025Q3: 2,307 shares; 2025Q4: 2,126 shares 2,126 $548K 0.03% -181 Timeline NN NEXTNAV INC More: the full row for NEXTNAV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,700 shares; 2024Q4: 22,699 shares; 2025Q1: 25,121 shares; 2025Q2: 32,501 shares; 2025Q3: 32,245 shares; 2025Q4: 32,600 shares 32,600 $542K 0.02% +355 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: 2,183 shares; 2024Q4: not reported; 2025Q1: 16,040 shares; 2025Q2: 16,040 shares; 2025Q3: 16,040 shares; 2025Q4: 16,184 shares 16,184 $528K 0.02% +144 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,416 shares; 2024Q4: 3,444 shares; 2025Q1: 3,473 shares; 2025Q2: 3,610 shares; 2025Q3: 3,628 shares; 2025Q4: 3,278 shares 3,278 $526K 0.02% -350 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,073 shares; 2025Q3: 4,710 shares; 2025Q4: 4,316 shares 4,316 $515K 0.02% -394 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: 17,368 shares; 2024Q4: 14,954 shares; 2025Q1: 14,591 shares; 2025Q2: 14,046 shares; 2025Q3: 14,450 shares; 2025Q4: 12,616 shares 12,616 $514K 0.02% -1,834 Timeline SPIB 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: 14,960 shares; 2024Q4: 14,960 shares; 2025Q1: 14,960 shares; 2025Q2: 14,960 shares; 2025Q3: 14,960 shares; 2025Q4: 14,960 shares 14,960 $506K 0.02% 0 Timeline PIPR PIPER SANDLER COS More: the full row for PIPER SANDLER COS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,469 shares; 2024Q4: 1,469 shares; 2025Q1: 1,469 shares; 2025Q2: 1,469 shares; 2025Q3: 1,469 shares; 2025Q4: 1,469 shares 1,469 $499K 0.02% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,852 shares; 2025Q1: 8,386 shares; 2025Q2: 8,383 shares; 2025Q3: 8,275 shares; 2025Q4: 8,275 shares 8,275 $497K 0.02% 0 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: 2,860 shares; 2024Q4: 2,888 shares; 2025Q1: 2,860 shares; 2025Q2: 2,671 shares; 2025Q3: 2,671 shares; 2025Q4: 2,671 shares 2,671 $486K 0.02% 0 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,016 shares; 2024Q4: 5,566 shares; 2025Q1: 5,566 shares; 2025Q2: 5,806 shares; 2025Q3: 5,566 shares; 2025Q4: 10,800 shares 10,800 $483K 0.02% +5,234 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,192 shares; 2025Q4: 2,268 shares 2,268 $474K 0.02% +1,076 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: 8,737 shares; 2024Q4: 8,012 shares; 2025Q1: 8,943 shares; 2025Q2: 8,759 shares; 2025Q3: 8,759 shares; 2025Q4: 8,710 shares 8,710 $469K 0.02% -49 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,850 shares; 2024Q4: 2,947 shares; 2025Q1: 2,950 shares; 2025Q2: 2,927 shares; 2025Q3: 2,993 shares; 2025Q4: 3,019 shares 3,019 $465K 0.02% +26 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 reported; 2024Q4: not reported; 2025Q1: 2,112 shares; 2025Q2: 1,613 shares; 2025Q3: 2,155 shares; 2025Q4: 2,155 shares 2,155 $462K 0.02% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,100 shares; 2024Q4: 3,100 shares; 2025Q1: 3,103 shares; 2025Q2: 3,136 shares; 2025Q3: 2,170 shares; 2025Q4: 2,186 shares 2,186 $455K 0.02% +16 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,885 shares; 2024Q4: 1,885 shares; 2025Q1: 1,885 shares; 2025Q2: 1,885 shares; 2025Q3: 1,885 shares; 2025Q4: 1,885 shares 1,885 $455K 0.02% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,560 shares; 2025Q4: 6,534 shares 6,534 $454K 0.02% +2,974 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN 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: 20,172 shares 20,172 $451K 0.02% new 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: 1,737 shares; 2024Q4: 1,803 shares; 2025Q1: 1,741 shares; 2025Q2: 1,740 shares; 2025Q3: 1,761 shares; 2025Q4: 1,740 shares 1,740 $450K 0.02% -21 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,819 shares; 2024Q4: 2,834 shares; 2025Q1: 2,819 shares; 2025Q2: 2,799 shares; 2025Q3: 2,799 shares; 2025Q4: 3,177 shares 3,177 $448K 0.02% +378 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,992 shares; 2024Q4: 7,416 shares; 2025Q1: 6,363 shares; 2025Q2: 6,363 shares; 2025Q3: 6,363 shares; 2025Q4: 6,379 shares 6,379 $443K 0.02% +16 Timeline STIP 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: 6,441 shares; 2024Q4: 5,980 shares; 2025Q1: 4,969 shares; 2025Q2: 4,918 shares; 2025Q3: 4,577 shares; 2025Q4: 4,326 shares 4,326 $443K 0.02% -251 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,376 shares; 2024Q4: 4,326 shares; 2025Q1: 4,326 shares; 2025Q2: 4,326 shares; 2025Q3: 4,326 shares; 2025Q4: 4,326 shares 4,326 $443K 0.02% 0 Timeline GRBK GREEN BRICK PARTNERS INC More: the full row for GREEN BRICK PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,975 shares; 2024Q4: 6,975 shares; 2025Q1: 6,975 shares; 2025Q2: 6,975 shares; 2025Q3: 6,975 shares; 2025Q4: 6,975 shares 6,975 $437K 0.02% 0 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: 709 shares; 2024Q4: 709 shares; 2025Q1: 707 shares; 2025Q2: 724 shares; 2025Q3: 747 shares; 2025Q4: 659 shares 659 $437K 0.02% -88 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: 16,062 shares; 2024Q4: 16,062 shares; 2025Q1: 7,514 shares; 2025Q2: 7,889 shares; 2025Q3: 7,889 shares; 2025Q4: 6,761 shares 6,761 $436K 0.02% -1,128 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: 2,777 shares; 2024Q4: 2,913 shares; 2025Q1: 1,898 shares; 2025Q2: 1,898 shares; 2025Q3: 1,898 shares; 2025Q4: 1,908 shares 1,908 $434K 0.02% +10 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: 3,182 shares; 2024Q4: 3,082 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,842 shares; 2025Q4: 5,830 shares 5,830 $432K 0.02% +988 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,103 shares; 2024Q4: 40,735 shares; 2025Q1: 1,326 shares; 2025Q2: 970 shares; 2025Q3: 875 shares; 2025Q4: 883 shares 883 $427K 0.02% +8 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,352 shares; 2024Q4: 1,200 shares; 2025Q1: 1,151 shares; 2025Q2: 1,141 shares; 2025Q3: 1,129 shares; 2025Q4: 718 shares 718 $416K 0.02% -411 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,246 shares; 2024Q4: 4,276 shares; 2025Q1: 4,246 shares; 2025Q2: 4,246 shares; 2025Q3: 4,966 shares; 2025Q4: 4,966 shares 4,966 $416K 0.02% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,361 shares; 2025Q3: 3,620 shares; 2025Q4: 6,061 shares 6,061 $407K 0.02% +2,441 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,851 shares; 2024Q4: 2,856 shares; 2025Q1: 2,876 shares; 2025Q2: 2,887 shares; 2025Q3: 3,135 shares; 2025Q4: 3,145 shares 3,145 $406K 0.02% +10 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: 900 shares; 2024Q4: 955 shares; 2025Q1: 973 shares; 2025Q2: 942 shares; 2025Q3: 987 shares; 2025Q4: 960 shares 960 $405K 0.02% -27 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,662 shares; 2024Q4: 1,539 shares; 2025Q1: 1,414 shares; 2025Q2: 1,399 shares; 2025Q3: 1,257 shares; 2025Q4: 1,152 shares 1,152 $403K 0.02% -105 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,366 shares; 2024Q4: 2,366 shares; 2025Q1: 2,366 shares; 2025Q2: 2,432 shares; 2025Q3: 2,469 shares; 2025Q4: 2,484 shares 2,484 $399K 0.02% +15 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,404 shares; 2025Q3: 2,453 shares; 2025Q4: 2,453 shares 2,453 $396K 0.02% 0 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,920 shares; 2024Q4: 1,938 shares; 2025Q1: 1,940 shares; 2025Q2: 1,929 shares; 2025Q3: 3,853 shares; 2025Q4: 3,844 shares 3,844 $396K 0.02% -9 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: not reported; 2025Q1: 2,550 shares; 2025Q2: 2,550 shares; 2025Q3: 2,550 shares; 2025Q4: 2,830 shares 2,830 $394K 0.02% +280 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: 2,010 shares; 2024Q4: 2,010 shares; 2025Q1: 2,870 shares; 2025Q2: 2,870 shares; 2025Q3: 2,870 shares; 2025Q4: 2,870 shares 2,870 $391K 0.02% 0 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: 7,059 shares; 2024Q4: 1,665 shares; 2025Q1: 1,646 shares; 2025Q2: 1,534 shares; 2025Q3: 1,497 shares; 2025Q4: 1,399 shares 1,399 $385K 0.02% -98 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: 10,805 shares; 2024Q4: 6,591 shares; 2025Q1: 5,547 shares; 2025Q2: 5,619 shares; 2025Q3: 5,518 shares; 2025Q4: 6,881 shares 6,881 $378K 0.02% +1,363 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: 3,657 shares; 2024Q4: 3,657 shares; 2025Q1: 4,736 shares; 2025Q2: 5,083 shares; 2025Q3: 5,157 shares; 2025Q4: 5,085 shares 5,085 $376K 0.02% -72 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: 859 shares; 2024Q4: 973 shares; 2025Q1: 1,013 shares; 2025Q2: 1,011 shares; 2025Q3: 1,011 shares; 2025Q4: 1,105 shares 1,105 $372K 0.02% +94 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,890 shares 3,890 $366K 0.02% new Timeline PRF 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,050 shares; 2025Q3: 7,740 shares; 2025Q4: 7,740 shares 7,740 $363K 0.02% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,894 shares; 2025Q2: 2,965 shares; 2025Q3: 2,943 shares; 2025Q4: 2,954 shares 2,954 $363K 0.02% +11 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 709 shares 709 $362K 0.02% +9 Timeline SPGP 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: 5,068 shares; 2024Q4: 8,188 shares; 2025Q1: 5,451 shares; 2025Q2: 6,764 shares; 2025Q3: 6,644 shares; 2025Q4: 3,173 shares 3,173 $361K 0.02% -3,471 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: 859 shares; 2024Q4: 890 shares; 2025Q1: 890 shares; 2025Q2: 740 shares; 2025Q3: 768 shares; 2025Q4: 768 shares 768 $361K 0.02% 0 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: 6,146 shares; 2024Q4: 6,146 shares; 2025Q1: 3,487 shares; 2025Q2: 3,448 shares; 2025Q3: 3,695 shares; 2025Q4: 3,697 shares 3,697 $355K 0.02% +2 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: 299 shares; 2024Q4: 340 shares; 2025Q1: 597 shares; 2025Q2: 617 shares; 2025Q3: 636 shares; 2025Q4: 2,280 shares 2,280 $349K 0.02% +1,644 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,187 shares; 2024Q4: 1,225 shares; 2025Q1: 1,203 shares; 2025Q2: 1,212 shares; 2025Q3: 1,212 shares; 2025Q4: 1,205 shares 1,205 $348K 0.02% -7 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,726 shares; 2025Q3: 4,726 shares; 2025Q4: 4,692 shares 4,692 $345K 0.02% -34 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,377 shares; 2024Q4: 5,450 shares; 2025Q1: 5,443 shares; 2025Q2: 5,484 shares; 2025Q3: 5,671 shares; 2025Q4: 1,024 shares 1,024 $345K 0.02% -4,647 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares 5,000 $342K 0.02% 0 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: 2,257 shares; 2024Q4: 2,402 shares; 2025Q1: 2,635 shares; 2025Q2: 2,635 shares; 2025Q3: 2,635 shares; 2025Q4: 2,800 shares 2,800 $339K 0.02% +165 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 885 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 278 shares; 2025Q4: 446 shares 446 $336K 0.02% +168 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: 4,249 shares; 2024Q4: 4,116 shares; 2025Q1: 4,095 shares; 2025Q2: 4,077 shares; 2025Q3: 4,052 shares; 2025Q4: 3,976 shares 3,976 $335K 0.02% -76 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: 23,770 shares; 2024Q4: 19,479 shares; 2025Q1: 20,420 shares; 2025Q2: 20,420 shares; 2025Q3: 20,198 shares; 2025Q4: 20,198 shares 20,198 $332K 0.02% 0 Timeline IGSB 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: 7,142 shares; 2024Q4: 6,507 shares; 2025Q1: 6,509 shares; 2025Q2: 6,263 shares; 2025Q3: 6,430 shares; 2025Q4: 6,270 shares 6,270 $332K 0.02% -160 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: 6,898 shares; 2024Q4: 6,898 shares; 2025Q1: 6,898 shares; 2025Q2: 6,898 shares; 2025Q3: 6,898 shares; 2025Q4: 7,231 shares 7,231 $329K 0.02% +333 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,155 shares; 2025Q3: 4,155 shares; 2025Q4: 5,043 shares 5,043 $327K 0.01% +888 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: 261 shares; 2024Q4: 261 shares; 2025Q1: 306 shares; 2025Q2: 323 shares; 2025Q3: 323 shares; 2025Q4: 323 shares 323 $326K 0.01% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,385 shares; 2025Q4: 1,811 shares 1,811 $322K 0.01% +426 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,519 shares; 2025Q2: 4,537 shares; 2025Q3: 4,927 shares; 2025Q4: 4,877 shares 4,877 $322K 0.01% -50 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,903 shares; 2024Q4: 2,278 shares; 2025Q1: 2,278 shares; 2025Q2: 2,819 shares; 2025Q3: 1,250 shares; 2025Q4: 1,250 shares 1,250 $322K 0.01% 0 Timeline IGIB 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: 5,960 shares; 2024Q4: 5,960 shares; 2025Q1: 5,960 shares; 2025Q2: 5,960 shares; 2025Q3: 5,960 shares; 2025Q4: 5,960 shares 5,960 $321K 0.01% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,845 shares; 2024Q4: 7,984 shares; 2025Q1: 6,848 shares; 2025Q2: 6,990 shares; 2025Q3: 7,640 shares; 2025Q4: 5,412 shares 5,412 $312K 0.01% -2,228 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: 5,111 shares; 2024Q4: 5,111 shares; 2025Q1: 3,113 shares; 2025Q2: 3,107 shares; 2025Q3: 3,175 shares; 2025Q4: 3,121 shares 3,121 $312K 0.01% -54 Timeline BNL BROADSTONE NET LEASE INC More: the full row for BROADSTONE NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,400 shares; 2024Q4: 23,314 shares; 2025Q1: 17,589 shares; 2025Q2: 17,589 shares; 2025Q3: 17,589 shares; 2025Q4: 17,589 shares 17,589 $306K 0.01% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,013 shares; 2024Q4: 1,346 shares; 2025Q1: 1,346 shares; 2025Q2: 1,366 shares; 2025Q3: 1,033 shares; 2025Q4: 1,043 shares 1,043 $303K 0.01% +10 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: 5,045 shares; 2024Q4: 5,045 shares; 2025Q1: 4,729 shares; 2025Q2: 4,729 shares; 2025Q3: 4,811 shares; 2025Q4: 4,811 shares 4,811 $301K 0.01% 0 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: 3,116 shares; 2024Q4: 3,116 shares; 2025Q1: 2,204 shares; 2025Q2: 2,280 shares; 2025Q3: 2,280 shares; 2025Q4: 2,280 shares 2,280 $298K 0.01% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,503 shares; 2025Q4: 2,523 shares 2,523 $294K 0.01% +20 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: 3,761 shares; 2024Q4: not reported; 2025Q1: 3,761 shares; 2025Q2: 3,761 shares; 2025Q3: 3,812 shares; 2025Q4: 4,076 shares 4,076 $291K 0.01% +264 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 reported; 2024Q4: not reported; 2025Q1: 856 shares; 2025Q2: 1,013 shares; 2025Q3: 940 shares; 2025Q4: 1,276 shares 1,276 $291K 0.01% +336 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,964 shares; 2025Q3: 3,286 shares; 2025Q4: 3,286 shares 3,286 $289K 0.01% 0 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,621 shares; 2024Q4: 5,479 shares; 2025Q1: 4,858 shares; 2025Q2: 4,558 shares; 2025Q3: 3,258 shares; 2025Q4: 3,258 shares 3,258 $288K 0.01% 0 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 587 shares; 2024Q4: 587 shares; 2025Q1: 587 shares; 2025Q2: 587 shares; 2025Q3: 607 shares; 2025Q4: 596 shares 596 $286K 0.01% -11 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: 1,680 shares; 2024Q4: 1,847 shares; 2025Q1: 1,741 shares; 2025Q2: 1,762 shares; 2025Q3: 1,751 shares; 2025Q4: 1,761 shares 1,761 $285K 0.01% +10 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: 412 shares; 2024Q4: 420 shares; 2025Q1: 437 shares; 2025Q2: 455 shares; 2025Q3: 501 shares; 2025Q4: 501 shares 501 $284K 0.01% 0 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,484 shares; 2025Q4: 3,484 shares 3,484 $283K 0.01% 0 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: 3,273 shares; 2024Q4: 3,273 shares; 2025Q1: 3,289 shares; 2025Q2: 3,313 shares; 2025Q3: 3,463 shares; 2025Q4: 3,321 shares 3,321 $281K 0.01% -142 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,894 shares 2,894 $278K 0.01% 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 reported; 2024Q4: not reported; 2025Q1: 1,464 shares; 2025Q2: 1,606 shares; 2025Q3: 1,591 shares; 2025Q4: 1,609 shares 1,609 $275K 0.01% +18 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,901 shares; 2025Q3: 7,901 shares; 2025Q4: 10,005 shares 10,005 $275K 0.01% +2,104 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: 1,750 shares; 2024Q4: 1,750 shares; 2025Q1: 1,753 shares; 2025Q2: 1,775 shares; 2025Q3: 1,775 shares; 2025Q4: 1,775 shares 1,775 $275K 0.01% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,653 shares; 2025Q4: 2,842 shares 2,842 $271K 0.01% +189 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 747 shares 747 $269K 0.01% new Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,863 shares; 2024Q4: 2,756 shares; 2025Q1: 2,762 shares; 2025Q2: 2,750 shares; 2025Q3: 2,860 shares; 2025Q4: 2,744 shares 2,744 $268K 0.01% -116 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,003 shares; 2025Q4: 2,622 shares 2,622 $262K 0.01% -381 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: 874 shares; 2024Q4: 767 shares; 2025Q1: 586 shares; 2025Q2: 629 shares; 2025Q3: 631 shares; 2025Q4: 598 shares 598 $255K 0.01% -33 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,600 shares; 2025Q2: 9,600 shares; 2025Q3: 9,600 shares; 2025Q4: 9,600 shares 9,600 $252K 0.01% 0 Timeline MTH MERITAGE HOMES CORP More: the full row for MERITAGE HOMES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,705 shares; 2025Q4: 3,705 shares 3,705 $244K 0.01% 0 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,984 shares; 2024Q4: 7,984 shares; 2025Q1: 7,984 shares; 2025Q2: 7,984 shares; 2025Q3: 7,984 shares; 2025Q4: 7,984 shares 7,984 $241K 0.01% 0 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 932 shares; 2025Q3: 828 shares; 2025Q4: 828 shares 828 $240K 0.01% 0 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 2,000 shares 2,000 $239K 0.01% +1,000 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,035 shares 4,035 $236K 0.01% new Timeline MSGS MADISON SQUARE GRDN SPRT COR More: the full row for MADISON SQUARE GRDN SPRT COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 897 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 897 shares; 2025Q4: 897 shares 897 $232K 0.01% 0 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,795 shares 9,795 $232K 0.01% new Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,406 shares; 2025Q4: 1,421 shares 1,421 $231K 0.01% +15 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,873 shares; 2024Q4: 1,168 shares; 2025Q1: 1,668 shares; 2025Q2: 1,668 shares; 2025Q3: 1,668 shares; 2025Q4: 1,168 shares 1,168 $228K 0.01% -500 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 59 shares; 2025Q2: 64 shares; 2025Q3: 67 shares; 2025Q4: 67 shares 67 $227K 0.01% 0 Timeline INDY 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: 4,601 shares; 2025Q3: 4,601 shares; 2025Q4: 4,601 shares 4,601 $227K 0.01% 0 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,691 shares; 2025Q2: 1,708 shares; 2025Q3: 1,507 shares; 2025Q4: 1,490 shares 1,490 $225K 0.01% -17 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 reported; 2024Q4: 2,657 shares; 2025Q1: 2,896 shares; 2025Q2: 2,900 shares; 2025Q3: 2,941 shares; 2025Q4: 641 shares 641 $225K 0.01% -2,300 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: 527,663 shares; 2024Q4: 515,716 shares; 2025Q1: 490,259 shares; 2025Q2: 476,469 shares; 2025Q3: 393,817 shares; 2025Q4: 7,510 shares 7,510 $224K 0.01% -386,307 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: 1,602 shares; 2024Q4: 2,012 shares; 2025Q1: 1,177 shares; 2025Q2: 1,196 shares; 2025Q3: 1,221 shares; 2025Q4: 976 shares 976 $223K 0.01% -245 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,369 shares; 2025Q4: 1,370 shares 1,370 $222K 0.01% +1 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,550 shares; 2024Q4: 47,436 shares; 2025Q1: 47,436 shares; 2025Q2: 44,650 shares; 2025Q3: 44,650 shares; 2025Q4: 18,423 shares 18,423 $218K 0.01% -26,227 Timeline BANK OF AMER CORP 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: 172 shares; 2024Q4: 172 shares; 2025Q1: 172 shares; 2025Q2: 172 shares; 2025Q3: 172 shares; 2025Q4: 172 shares 172 $215K 0.01% 0 SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,477 shares; 2024Q4: 8,954 shares; 2025Q1: 8,954 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,554 shares 7,554 $215K 0.01% new Timeline ITB 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: 2,200 shares; 2025Q3: 2,200 shares; 2025Q4: 2,200 shares 2,200 $212K 0.01% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,861 shares 3,861 $211K 0.01% new Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,748 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,637 shares; 2025Q4: 3,677 shares 3,677 $211K 0.01% +40 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,015 shares; 2025Q4: 1,015 shares 1,015 $210K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 641 shares; 2025Q4: 641 shares 641 $207K 0.01% 0 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,000 shares 1,000 $203K 0.01% new Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 672 shares 672 $203K 0.01% new Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,638 shares; 2024Q4: 2,955 shares; 2025Q1: not reported; 2025Q2: 2,881 shares; 2025Q3: 2,881 shares; 2025Q4: 3,152 shares 3,152 $201K 0.01% +271 Timeline OGCP EMPIRE ST RLTY OP L P More: the full row for EMPIRE ST RLTY OP L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,738 shares; 2024Q4: 10,738 shares; 2025Q1: 10,738 shares; 2025Q2: 10,738 shares; 2025Q3: 10,738 shares; 2025Q4: 10,738 shares 10,738 $68.1K <0.01% 0 Timeline PLUG PLUG PWR INC More: the full row for PLUG PWR 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: 10,000 shares; 2025Q2: 20,000 shares; 2025Q3: 30,000 shares; 2025Q4: 30,000 shares 30,000 $59.1K <0.01% 0 Timeline LUCD LUCID DIAGNOSTICS INC More: the full row for LUCID DIAGNOSTICS 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: 13,000 shares; 2025Q2: 13,000 shares; 2025Q3: 13,000 shares; 2025Q4: 13,000 shares 13,000 $14.2K <0.01% 0 Timeline