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: 32,501 shares; 2024Q4: 32,337 shares; 2025Q1: 31,334 shares; 2025Q2: 31,118 shares; 2025Q3: 30,819 shares; 2025Q4: 30,860 shares 30,860 $14.9M 3.68% +41 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: 148,656 shares; 2024Q4: 152,679 shares; 2025Q1: 150,107 shares; 2025Q2: 151,816 shares; 2025Q3: 154,437 shares; 2025Q4: 144,907 shares 144,907 $11.8M 2.9% -9,530 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: 39,635 shares; 2024Q4: 39,970 shares; 2025Q1: 37,149 shares; 2025Q2: 34,926 shares; 2025Q3: 34,172 shares; 2025Q4: 36,648 shares 36,648 $9.96M 2.45% +2,476 Timeline VSLU ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES 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: 5,940 shares; 2025Q3: 171,371 shares; 2025Q4: 207,977 shares 207,977 $9.21M 2.27% +36,606 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,132 shares; 2024Q4: 35,844 shares; 2025Q1: 35,535 shares; 2025Q2: 35,658 shares; 2025Q3: 34,144 shares; 2025Q4: 33,275 shares 33,275 $9.16M 2.26% -869 Timeline SMTH ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 33,163 shares; 2025Q1: 217,146 shares; 2025Q2: 259,355 shares; 2025Q3: 299,928 shares; 2025Q4: 339,388 shares 339,388 $8.85M 2.18% +39,460 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: 27,242 shares; 2024Q4: 26,807 shares; 2025Q1: 26,294 shares; 2025Q2: 26,201 shares; 2025Q3: 25,452 shares; 2025Q4: 25,252 shares 25,252 $8.14M 2% -200 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: 16,451 shares; 2024Q4: 16,375 shares; 2025Q1: 15,996 shares; 2025Q2: 15,841 shares; 2025Q3: 15,791 shares; 2025Q4: 15,802 shares 15,802 $7.94M 1.96% +11 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: 93,330 shares; 2024Q4: 91,459 shares; 2025Q1: 89,408 shares; 2025Q2: 88,782 shares; 2025Q3: 86,783 shares; 2025Q4: 85,085 shares 85,085 $7.45M 1.84% -1,698 Timeline IBTH 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: 262,962 shares; 2024Q4: 282,727 shares; 2025Q1: 294,032 shares; 2025Q2: 306,158 shares; 2025Q3: 320,724 shares; 2025Q4: 327,909 shares 327,909 $7.37M 1.82% +7,185 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: 24,967 shares; 2024Q4: 24,196 shares; 2025Q1: 23,721 shares; 2025Q2: 22,574 shares; 2025Q3: 21,144 shares; 2025Q4: 20,774 shares 20,774 $7.19M 1.77% -370 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: 56,172 shares; 2024Q4: 55,020 shares; 2025Q1: 40,880 shares; 2025Q2: 39,814 shares; 2025Q3: 39,214 shares; 2025Q4: 38,299 shares 38,299 $7.14M 1.76% -915 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: 77,552 shares; 2024Q4: 238,617 shares; 2025Q1: 244,109 shares; 2025Q2: 248,194 shares; 2025Q3: 253,653 shares; 2025Q4: 259,568 shares 259,568 $7.12M 1.75% +5,915 Timeline DSTL ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,945 shares; 2024Q4: 166,813 shares; 2025Q1: 130,877 shares; 2025Q2: 128,578 shares; 2025Q3: 124,951 shares; 2025Q4: 120,841 shares 120,841 $7.12M 1.75% -4,110 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: 20,298 shares; 2024Q4: 20,868 shares; 2025Q1: 20,660 shares; 2025Q2: 20,847 shares; 2025Q3: 20,631 shares; 2025Q4: 20,611 shares 20,611 $6.11M 1.5% -20 Timeline TBLL 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: 6,315 shares; 2024Q4: 28,298 shares; 2025Q1: 33,496 shares; 2025Q2: 40,594 shares; 2025Q3: 43,404 shares; 2025Q4: 47,341 shares 47,341 $5M 1.23% +3,937 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: 16,465 shares; 2024Q4: 16,335 shares; 2025Q1: 15,820 shares; 2025Q2: 16,072 shares; 2025Q3: 15,931 shares; 2025Q4: 15,797 shares 15,797 $4.94M 1.22% -134 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,167 shares; 2024Q4: 75,600 shares; 2025Q1: 72,195 shares; 2025Q2: 72,851 shares; 2025Q3: 76,929 shares; 2025Q4: 78,757 shares 78,757 $4.77M 1.17% +1,828 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,535 shares; 2024Q4: 64,049 shares; 2025Q1: 63,098 shares; 2025Q2: 60,838 shares; 2025Q3: 59,261 shares; 2025Q4: 59,553 shares 59,553 $4.69M 1.15% +292 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: 36,126 shares; 2024Q4: 39,719 shares; 2025Q1: 42,030 shares; 2025Q2: 45,628 shares; 2025Q3: 50,044 shares; 2025Q4: 51,237 shares 51,237 $4.58M 1.13% +1,193 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: 56,571 shares; 2024Q4: 56,316 shares; 2025Q1: 55,823 shares; 2025Q2: 57,430 shares; 2025Q3: 56,975 shares; 2025Q4: 57,516 shares 57,516 $4.43M 1.09% +541 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,922 shares; 2024Q4: 7,874 shares; 2025Q1: 7,724 shares; 2025Q2: 7,548 shares; 2025Q3: 7,463 shares; 2025Q4: 7,381 shares 7,381 $4.23M 1.04% -82 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,624 shares; 2024Q4: 116,848 shares; 2025Q1: 122,648 shares; 2025Q2: 159,590 shares; 2025Q3: 183,193 shares; 2025Q4: 198,872 shares 198,872 $4.1M 1.01% +15,679 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,285 shares; 2024Q4: 137,762 shares; 2025Q1: 143,371 shares; 2025Q2: 173,665 shares; 2025Q3: 193,057 shares; 2025Q4: 203,112 shares 203,112 $4.01M 0.99% +10,055 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: 15,027 shares; 2024Q4: 15,563 shares; 2025Q1: 15,726 shares; 2025Q2: 16,216 shares; 2025Q3: 7,677 shares; 2025Q4: 5,791 shares 5,791 $3.97M 0.98% -1,886 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,753 shares; 2024Q4: 49,314 shares; 2025Q1: 49,441 shares; 2025Q2: 49,772 shares; 2025Q3: 50,234 shares; 2025Q4: 50,525 shares 50,525 $3.91M 0.96% +291 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,597 shares; 2024Q4: 8,494 shares; 2025Q1: 8,494 shares; 2025Q2: 8,494 shares; 2025Q3: 8,342 shares; 2025Q4: 8,345 shares 8,345 $3.79M 0.93% +3 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: 18,029 shares; 2024Q4: 17,925 shares; 2025Q1: 17,353 shares; 2025Q2: 17,070 shares; 2025Q3: 16,917 shares; 2025Q4: 16,963 shares 16,963 $3.73M 0.92% +46 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,077 shares; 2024Q4: 67,133 shares; 2025Q1: 74,457 shares; 2025Q2: 91,894 shares; 2025Q3: 99,514 shares; 2025Q4: 100,493 shares 100,493 $3.71M 0.91% +979 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: 6,949 shares; 2024Q4: 6,311 shares; 2025Q1: 6,285 shares; 2025Q2: 5,361 shares; 2025Q3: 5,211 shares; 2025Q4: 5,173 shares 5,173 $3.5M 0.86% -38 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 174,437 shares; 2024Q4: 200,466 shares; 2025Q1: 195,875 shares; 2025Q2: 185,453 shares; 2025Q3: 179,192 shares; 2025Q4: 174,424 shares 174,424 $3.41M 0.84% -4,768 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,495 shares; 2024Q4: 33,231 shares; 2025Q1: 24,463 shares; 2025Q2: 48,355 shares; 2025Q3: 63,876 shares; 2025Q4: 72,909 shares 72,909 $3.41M 0.84% +9,033 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,285 shares; 2024Q4: 57,817 shares; 2025Q1: 62,599 shares; 2025Q2: 64,564 shares; 2025Q3: 67,515 shares; 2025Q4: 68,327 shares 68,327 $3.35M 0.83% +812 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 49,873 shares 49,873 $3.26M 0.8% new 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: 18,072 shares; 2024Q4: 17,862 shares; 2025Q1: 17,785 shares; 2025Q2: 18,664 shares; 2025Q3: 18,673 shares; 2025Q4: 19,015 shares 19,015 $3.24M 0.8% +342 Timeline FLLA FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,741 shares; 2025Q2: 71,798 shares; 2025Q3: 107,406 shares; 2025Q4: 127,230 shares 127,230 $3.06M 0.76% +19,824 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,034 shares; 2024Q4: 27,173 shares; 2025Q1: 27,355 shares; 2025Q2: 29,660 shares; 2025Q3: 30,852 shares; 2025Q4: 33,190 shares 33,190 $3.05M 0.75% +2,338 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: 17,078 shares; 2024Q4: 17,240 shares; 2025Q1: 17,452 shares; 2025Q2: 18,722 shares; 2025Q3: 19,199 shares; 2025Q4: 19,952 shares 19,952 $3.04M 0.75% +753 Timeline BKLN 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: 139,040 shares; 2024Q4: 152,352 shares; 2025Q1: 165,836 shares; 2025Q2: 152,836 shares; 2025Q3: 143,649 shares; 2025Q4: 142,945 shares 142,945 $3M 0.74% -704 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 196,341 shares; 2024Q4: 184,618 shares; 2025Q1: 200,110 shares; 2025Q2: 213,975 shares; 2025Q3: 218,979 shares; 2025Q4: 223,487 shares 223,487 $2.95M 0.73% +4,508 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: 25,490 shares; 2024Q4: 25,116 shares; 2025Q1: 23,066 shares; 2025Q2: 22,241 shares; 2025Q3: 21,410 shares; 2025Q4: 20,400 shares 20,400 $2.93M 0.72% -1,010 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,114 shares; 2024Q4: 58,316 shares; 2025Q1: 50,209 shares; 2025Q2: 48,876 shares; 2025Q3: 53,646 shares; 2025Q4: 57,432 shares 57,432 $2.91M 0.72% +3,786 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,577 shares; 2024Q4: 19,546 shares; 2025Q1: 19,262 shares; 2025Q2: 20,406 shares; 2025Q3: 20,701 shares; 2025Q4: 20,992 shares 20,992 $2.89M 0.71% +291 Timeline VNQI 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: not reported; 2024Q4: not reported; 2025Q1: 6,703 shares; 2025Q2: 35,194 shares; 2025Q3: 51,384 shares; 2025Q4: 59,990 shares 59,990 $2.75M 0.68% +8,606 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,860 shares; 2025Q2: 82,021 shares; 2025Q3: 129,653 shares; 2025Q4: 145,997 shares 145,997 $2.75M 0.68% +16,344 Timeline EDIV SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,585 shares; 2024Q4: 112,403 shares; 2025Q1: 107,222 shares; 2025Q2: 86,963 shares; 2025Q3: 72,439 shares; 2025Q4: 67,341 shares 67,341 $2.64M 0.65% -5,098 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,102 shares; 2024Q4: 105,655 shares; 2025Q1: 104,680 shares; 2025Q2: 104,091 shares; 2025Q3: 102,026 shares; 2025Q4: 104,593 shares 104,593 $2.6M 0.64% +2,567 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: 88,603 shares; 2024Q4: 82,075 shares; 2025Q1: 89,293 shares; 2025Q2: 100,581 shares; 2025Q3: 105,670 shares; 2025Q4: 101,423 shares 101,423 $2.53M 0.62% -4,247 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,366 shares; 2024Q4: 32,471 shares; 2025Q1: 32,767 shares; 2025Q2: 39,292 shares; 2025Q3: 42,065 shares; 2025Q4: 42,929 shares 42,929 $2.51M 0.62% +864 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,623 shares; 2024Q4: 46,597 shares; 2025Q1: 46,175 shares; 2025Q2: 49,035 shares; 2025Q3: 50,426 shares; 2025Q4: 52,414 shares 52,414 $2.51M 0.62% +1,988 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: 24,453 shares; 2024Q4: 24,328 shares; 2025Q1: 23,694 shares; 2025Q2: 22,755 shares; 2025Q3: 22,319 shares; 2025Q4: 22,238 shares 22,238 $2.48M 0.61% -81 Timeline BSV 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: 39,056 shares; 2024Q4: 38,243 shares; 2025Q1: 33,843 shares; 2025Q2: 31,659 shares; 2025Q3: 30,897 shares; 2025Q4: 31,209 shares 31,209 $2.46M 0.61% +312 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: 25,012 shares; 2024Q4: 97,137 shares; 2025Q1: 84,822 shares; 2025Q2: 81,301 shares; 2025Q3: 77,894 shares; 2025Q4: 75,400 shares 75,400 $2.46M 0.61% -2,494 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,834 shares; 2024Q4: 30,635 shares; 2025Q1: 30,287 shares; 2025Q2: 30,487 shares; 2025Q3: 30,018 shares; 2025Q4: 30,674 shares 30,674 $2.46M 0.6% +656 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,038 shares; 2024Q4: 59,999 shares; 2025Q1: 59,165 shares; 2025Q2: 60,300 shares; 2025Q3: 60,474 shares; 2025Q4: 61,836 shares 61,836 $2.44M 0.6% +1,362 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,940 shares; 2024Q4: 19,739 shares; 2025Q1: 21,243 shares; 2025Q2: 26,218 shares; 2025Q3: 28,759 shares; 2025Q4: 30,050 shares 30,050 $2.4M 0.59% +1,291 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,700 shares; 2024Q4: 17,781 shares; 2025Q1: 17,700 shares; 2025Q2: 18,944 shares; 2025Q3: 19,780 shares; 2025Q4: 20,326 shares 20,326 $2.38M 0.59% +546 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,655 shares; 2024Q4: 11,636 shares; 2025Q1: 11,585 shares; 2025Q2: 11,343 shares; 2025Q3: 11,315 shares; 2025Q4: 11,252 shares 11,252 $2.31M 0.57% -63 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,059 shares; 2025Q3: 19,802 shares; 2025Q4: 22,078 shares 22,078 $2.2M 0.54% +2,276 Timeline DVYA 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: 95,078 shares; 2024Q4: 91,790 shares; 2025Q1: 88,981 shares; 2025Q2: 69,410 shares; 2025Q3: 55,500 shares; 2025Q4: 48,409 shares 48,409 $2.14M 0.53% -7,091 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,472 shares; 2024Q4: 36,704 shares; 2025Q1: 36,536 shares; 2025Q2: 40,333 shares; 2025Q3: 42,659 shares; 2025Q4: 44,087 shares 44,087 $2.14M 0.53% +1,428 Timeline OCSL OAKTREE SPECIALTY LENDING More: the full row for OAKTREE SPECIALTY LENDING 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: 67,004 shares; 2025Q3: 126,540 shares; 2025Q4: 164,869 shares 164,869 $2.1M 0.52% +38,329 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: 10,944 shares; 2024Q4: 11,000 shares; 2025Q1: 10,910 shares; 2025Q2: 10,828 shares; 2025Q3: 10,734 shares; 2025Q4: 10,474 shares 10,474 $2.04M 0.5% -260 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: 7,774 shares; 2024Q4: 7,945 shares; 2025Q1: 7,274 shares; 2025Q2: 7,301 shares; 2025Q3: 7,302 shares; 2025Q4: 8,632 shares 8,632 $1.99M 0.49% +1,330 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,241 shares; 2024Q4: 11,990 shares; 2025Q1: 12,899 shares; 2025Q2: 14,930 shares; 2025Q3: 15,720 shares; 2025Q4: 16,033 shares 16,033 $1.97M 0.49% +313 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,593 shares; 2024Q4: 57,647 shares; 2025Q1: 65,956 shares; 2025Q2: 114,058 shares; 2025Q3: 141,924 shares; 2025Q4: 149,484 shares 149,484 $1.96M 0.48% +7,560 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: 38,878 shares; 2024Q4: 38,857 shares; 2025Q1: 38,190 shares; 2025Q2: 37,571 shares; 2025Q3: 37,069 shares; 2025Q4: 35,878 shares 35,878 $1.94M 0.48% -1,191 Timeline ILF 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: 130,465 shares; 2024Q4: 121,355 shares; 2025Q1: 122,332 shares; 2025Q2: 95,177 shares; 2025Q3: 74,890 shares; 2025Q4: 62,647 shares 62,647 $1.91M 0.47% -12,243 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,112 shares; 2024Q4: 19,292 shares; 2025Q1: 19,852 shares; 2025Q2: 26,126 shares; 2025Q3: 29,760 shares; 2025Q4: 31,629 shares 31,629 $1.9M 0.47% +1,869 Timeline IBTG 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: 178,993 shares; 2024Q4: 187,473 shares; 2025Q1: 111,478 shares; 2025Q2: 97,730 shares; 2025Q3: 90,200 shares; 2025Q4: 82,229 shares 82,229 $1.88M 0.46% -7,971 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,527 shares; 2024Q4: 23,419 shares; 2025Q1: 23,433 shares; 2025Q2: 22,769 shares; 2025Q3: 22,368 shares; 2025Q4: 22,230 shares 22,230 $1.79M 0.44% -138 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW 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: 5,189 shares; 2025Q3: 7,611 shares; 2025Q4: 9,619 shares 9,619 $1.78M 0.44% +2,008 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: 3,074 shares; 2024Q4: 3,116 shares; 2025Q1: 2,722 shares; 2025Q2: 2,653 shares; 2025Q3: 2,605 shares; 2025Q4: 2,620 shares 2,620 $1.73M 0.43% +15 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: 5,531 shares; 2024Q4: 5,609 shares; 2025Q1: 5,486 shares; 2025Q2: 5,483 shares; 2025Q3: 5,612 shares; 2025Q4: 5,579 shares 5,579 $1.72M 0.42% -33 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,321 shares; 2025Q3: 10,704 shares; 2025Q4: 13,803 shares 13,803 $1.69M 0.42% +3,099 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,793 shares; 2025Q2: 19,371 shares; 2025Q3: 20,344 shares; 2025Q4: 21,438 shares 21,438 $1.69M 0.42% +1,094 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: 745 shares; 2024Q4: 763 shares; 2025Q1: 997 shares; 2025Q2: 2,264 shares; 2025Q3: 3,168 shares; 2025Q4: 3,450 shares 3,450 $1.67M 0.41% +282 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: 3,953 shares; 2024Q4: 3,917 shares; 2025Q1: 3,918 shares; 2025Q2: 3,944 shares; 2025Q3: 3,950 shares; 2025Q4: 3,953 shares 3,953 $1.67M 0.41% +3 Timeline BCE BCE INC More: the full row for BCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,436 shares; 2024Q4: 39,609 shares; 2025Q1: 45,683 shares; 2025Q2: 61,868 shares; 2025Q3: 70,560 shares; 2025Q4: 70,030 shares 70,030 $1.67M 0.41% -530 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: 3,824 shares; 2024Q4: 4,149 shares; 2025Q1: 5,935 shares; 2025Q2: 15,370 shares; 2025Q3: 20,816 shares; 2025Q4: 22,678 shares 22,678 $1.67M 0.41% +1,862 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: 22,526 shares; 2024Q4: 22,342 shares; 2025Q1: 22,262 shares; 2025Q2: 19,497 shares; 2025Q3: 17,544 shares; 2025Q4: 16,456 shares 16,456 $1.63M 0.4% -1,088 Timeline IFGL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,686 shares; 2024Q4: 129,311 shares; 2025Q1: 128,838 shares; 2025Q2: 99,275 shares; 2025Q3: 77,562 shares; 2025Q4: 69,344 shares 69,344 $1.6M 0.39% -8,218 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,886 shares; 2024Q4: 29,830 shares; 2025Q1: 28,805 shares; 2025Q2: 22,903 shares; 2025Q3: 19,078 shares; 2025Q4: 18,059 shares 18,059 $1.57M 0.39% -1,019 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: 13,511 shares; 2024Q4: 13,358 shares; 2025Q1: 12,898 shares; 2025Q2: 12,115 shares; 2025Q3: 12,043 shares; 2025Q4: 11,915 shares 11,915 $1.55M 0.38% -128 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,092 shares; 2025Q2: 20,556 shares; 2025Q3: 28,748 shares; 2025Q4: 31,154 shares 31,154 $1.53M 0.38% +2,406 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,894 shares; 2024Q4: 9,697 shares; 2025Q1: 9,504 shares; 2025Q2: 8,254 shares; 2025Q3: 7,798 shares; 2025Q4: 7,542 shares 7,542 $1.52M 0.37% -256 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,343 shares; 2024Q4: 13,148 shares; 2025Q1: 14,059 shares; 2025Q2: 16,607 shares; 2025Q3: 18,164 shares; 2025Q4: 17,411 shares 17,411 $1.5M 0.37% -753 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,993 shares; 2024Q4: 118,563 shares; 2025Q1: 113,324 shares; 2025Q2: 88,244 shares; 2025Q3: 78,286 shares; 2025Q4: 71,522 shares 71,522 $1.45M 0.36% -6,764 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,483 shares; 2024Q4: 23,834 shares; 2025Q1: 25,311 shares; 2025Q2: 31,216 shares; 2025Q3: 34,427 shares; 2025Q4: 32,079 shares 32,079 $1.39M 0.34% -2,348 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,462 shares; 2024Q4: 12,258 shares; 2025Q1: 11,561 shares; 2025Q2: 8,899 shares; 2025Q3: 7,041 shares; 2025Q4: 6,652 shares 6,652 $1.39M 0.34% -389 Timeline RYN RAYONIER INC More: the full row for RAYONIER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,743 shares; 2024Q4: 69,481 shares; 2025Q1: 72,043 shares; 2025Q2: 70,250 shares; 2025Q3: 67,487 shares; 2025Q4: 63,815 shares 63,815 $1.38M 0.34% -3,672 Timeline IBTK 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: 40,959 shares; 2025Q3: 63,567 shares; 2025Q4: 68,324 shares 68,324 $1.36M 0.33% +4,757 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL 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: 12,367 shares; 2025Q3: 18,672 shares; 2025Q4: 20,794 shares 20,794 $1.3M 0.32% +2,122 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,618 shares; 2024Q4: 29,323 shares; 2025Q1: 27,946 shares; 2025Q2: 21,465 shares; 2025Q3: 17,267 shares; 2025Q4: 16,420 shares 16,420 $1.3M 0.32% -847 Timeline PPL PPL CORP More: the full row for PPL 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: 20,885 shares; 2025Q3: 31,948 shares; 2025Q4: 36,878 shares 36,878 $1.29M 0.32% +4,930 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,112 shares; 2024Q4: 2,051 shares; 2025Q1: 1,927 shares; 2025Q2: 1,893 shares; 2025Q3: 1,878 shares; 2025Q4: 1,879 shares 1,879 $1.24M 0.31% +1 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: 10,300 shares; 2024Q4: 10,307 shares; 2025Q1: 10,251 shares; 2025Q2: 10,126 shares; 2025Q3: 10,146 shares; 2025Q4: 10,187 shares 10,187 $1.23M 0.3% +41 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: 1,266 shares; 2024Q4: 1,283 shares; 2025Q1: 1,236 shares; 2025Q2: 1,271 shares; 2025Q3: 1,318 shares; 2025Q4: 1,131 shares 1,131 $1.22M 0.3% -187 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,692 shares; 2024Q4: 3,715 shares; 2025Q1: 3,466 shares; 2025Q2: 3,394 shares; 2025Q3: 3,423 shares; 2025Q4: 3,418 shares 3,418 $1.2M 0.3% -5 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,937 shares; 2024Q4: 3,961 shares; 2025Q1: 3,718 shares; 2025Q2: 3,637 shares; 2025Q3: 3,630 shares; 2025Q4: 3,427 shares 3,427 $1.18M 0.29% -203 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: 92,332 shares; 2024Q4: 81,739 shares; 2025Q1: 28,903 shares; 2025Q2: 22,855 shares; 2025Q3: 19,099 shares; 2025Q4: 15,582 shares 15,582 $1.15M 0.28% -3,517 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,438 shares; 2024Q4: 4,518 shares; 2025Q1: 4,533 shares; 2025Q2: 4,334 shares; 2025Q3: 4,053 shares; 2025Q4: 3,917 shares 3,917 $1.12M 0.28% -136 Timeline ASGI ABRDN GLOBAL INFRA INCOME FU More: the full row for ABRDN GLOBAL INFRA INCOME FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,270 shares; 2024Q4: 91,672 shares; 2025Q1: 86,731 shares; 2025Q2: 66,385 shares; 2025Q3: 53,094 shares; 2025Q4: 48,859 shares 48,859 $1.09M 0.27% -4,235 Timeline EUDG 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: 36,229 shares; 2024Q4: 34,213 shares; 2025Q1: 33,451 shares; 2025Q2: 29,290 shares; 2025Q3: 29,243 shares; 2025Q4: 28,838 shares 28,838 $1.08M 0.27% -405 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: 616 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 543 shares; 2025Q4: 2,089 shares 2,089 $1.07M 0.26% +1,546 Timeline FLRN 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: 65,890 shares; 2024Q4: 57,012 shares; 2025Q1: 48,152 shares; 2025Q2: 41,637 shares; 2025Q3: 37,731 shares; 2025Q4: 34,681 shares 34,681 $1.07M 0.26% -3,050 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: 5,338 shares; 2024Q4: 5,172 shares; 2025Q1: 5,111 shares; 2025Q2: 4,999 shares; 2025Q3: 5,012 shares; 2025Q4: 5,091 shares 5,091 $1.05M 0.26% +79 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,742 shares; 2024Q4: 1,367 shares; 2025Q1: 1,338 shares; 2025Q2: 1,320 shares; 2025Q3: 1,298 shares; 2025Q4: 1,283 shares 1,283 $1.05M 0.26% -15 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: 17,523 shares; 2024Q4: 17,544 shares; 2025Q1: 15,410 shares; 2025Q2: 16,090 shares; 2025Q3: 15,657 shares; 2025Q4: 15,717 shares 15,717 $1.04M 0.26% +60 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: 3,207 shares; 2024Q4: 3,192 shares; 2025Q1: 3,186 shares; 2025Q2: 3,140 shares; 2025Q3: 2,969 shares; 2025Q4: 2,552 shares 2,552 $1.01M 0.25% -417 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,312 shares; 2024Q4: 1,420 shares; 2025Q1: 1,473 shares; 2025Q2: 1,483 shares; 2025Q3: 1,471 shares; 2025Q4: 1,464 shares 1,464 $957K 0.24% -7 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,660 shares; 2024Q4: 1,681 shares; 2025Q1: 1,631 shares; 2025Q2: 1,641 shares; 2025Q3: 1,648 shares; 2025Q4: 1,651 shares 1,651 $942K 0.23% +3 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: 3,439 shares; 2024Q4: 3,437 shares; 2025Q1: 4,401 shares; 2025Q2: 4,527 shares; 2025Q3: 4,478 shares; 2025Q4: 4,595 shares 4,595 $896K 0.22% +117 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: 6,019 shares; 2024Q4: 6,053 shares; 2025Q1: 5,667 shares; 2025Q2: 5,780 shares; 2025Q3: 5,793 shares; 2025Q4: 5,806 shares 5,806 $895K 0.22% +13 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: 17,504 shares; 2024Q4: 17,464 shares; 2025Q1: 17,041 shares; 2025Q2: 16,156 shares; 2025Q3: 15,784 shares; 2025Q4: 15,799 shares 15,799 $869K 0.21% +15 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: 18,713 shares; 2024Q4: 18,753 shares; 2025Q1: 18,516 shares; 2025Q2: 16,900 shares; 2025Q3: 16,210 shares; 2025Q4: 15,004 shares 15,004 $863K 0.21% -1,206 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,134 shares; 2024Q4: 10,627 shares; 2025Q1: 8,665 shares; 2025Q2: 8,416 shares; 2025Q3: 8,286 shares; 2025Q4: 6,980 shares 6,980 $860K 0.21% -1,306 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,226 shares; 2024Q4: 12,952 shares; 2025Q1: 12,794 shares; 2025Q2: 12,136 shares; 2025Q3: 12,006 shares; 2025Q4: 11,683 shares 11,683 $859K 0.21% -323 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: 6,752 shares; 2024Q4: 6,564 shares; 2025Q1: 6,315 shares; 2025Q2: 6,169 shares; 2025Q3: 6,103 shares; 2025Q4: 5,956 shares 5,956 $855K 0.21% -147 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: 3,595 shares; 2024Q4: 3,631 shares; 2025Q1: 3,472 shares; 2025Q2: 3,441 shares; 2025Q3: 3,391 shares; 2025Q4: 3,507 shares 3,507 $846K 0.21% +116 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,504 shares; 2024Q4: 7,004 shares; 2025Q1: 7,004 shares; 2025Q2: 7,003 shares; 2025Q3: 7,014 shares; 2025Q4: 6,012 shares 6,012 $818K 0.2% -1,002 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,954 shares; 2024Q4: 8,769 shares; 2025Q1: 8,627 shares; 2025Q2: 8,089 shares; 2025Q3: 7,872 shares; 2025Q4: 7,722 shares 7,722 $803K 0.2% -150 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: 2,565 shares; 2024Q4: 2,548 shares; 2025Q1: 2,576 shares; 2025Q2: 2,648 shares; 2025Q3: 2,703 shares; 2025Q4: 2,638 shares 2,638 $802K 0.2% -65 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,349 shares; 2024Q4: 6,304 shares; 2025Q1: 5,921 shares; 2025Q2: 4,452 shares; 2025Q3: 3,428 shares; 2025Q4: 3,055 shares 3,055 $793K 0.2% -373 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,145 shares; 2024Q4: 85,413 shares; 2025Q1: 83,857 shares; 2025Q2: 70,213 shares; 2025Q3: 59,219 shares; 2025Q4: 45,720 shares 45,720 $791K 0.19% -13,499 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,941 shares; 2024Q4: 16,941 shares; 2025Q1: 16,941 shares; 2025Q2: 16,941 shares; 2025Q3: 16,941 shares; 2025Q4: 16,903 shares 16,903 $774K 0.19% -38 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: 1,427 shares; 2024Q4: 1,426 shares; 2025Q1: 1,361 shares; 2025Q2: 1,323 shares; 2025Q3: 1,321 shares; 2025Q4: 1,323 shares 1,323 $767K 0.19% +2 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: 8,887 shares; 2024Q4: 8,603 shares; 2025Q1: 8,463 shares; 2025Q2: 8,050 shares; 2025Q3: 8,110 shares; 2025Q4: 7,717 shares 7,717 $754K 0.19% -393 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: 7,313 shares; 2024Q4: 7,422 shares; 2025Q1: 7,483 shares; 2025Q2: 7,659 shares; 2025Q3: 7,508 shares; 2025Q4: 7,544 shares 7,544 $754K 0.19% +36 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: 2,817 shares; 2024Q4: 2,664 shares; 2025Q1: 2,730 shares; 2025Q2: 2,916 shares; 2025Q3: 2,916 shares; 2025Q4: 2,878 shares 2,878 $740K 0.18% -38 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: 7,215 shares; 2024Q4: 7,252 shares; 2025Q1: 7,317 shares; 2025Q2: 6,613 shares; 2025Q3: 6,480 shares; 2025Q4: 6,377 shares 6,377 $725K 0.18% -103 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: 5,051 shares; 2024Q4: 4,996 shares; 2025Q1: 4,703 shares; 2025Q2: 4,355 shares; 2025Q3: 4,332 shares; 2025Q4: 4,297 shares 4,297 $720K 0.18% -35 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: 8,364 shares; 2024Q4: 8,104 shares; 2025Q1: 7,067 shares; 2025Q2: 7,021 shares; 2025Q3: 6,803 shares; 2025Q4: 6,768 shares 6,768 $712K 0.18% -35 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: 5,284 shares; 2024Q4: 5,115 shares; 2025Q1: 4,516 shares; 2025Q2: 4,538 shares; 2025Q3: 4,369 shares; 2025Q4: 4,335 shares 4,335 $706K 0.17% -34 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: 77,573 shares; 2024Q4: 77,106 shares; 2025Q1: 71,528 shares; 2025Q2: 50,148 shares; 2025Q3: 36,229 shares; 2025Q4: 30,380 shares 30,380 $679K 0.17% -5,849 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,235 shares; 2024Q4: 9,255 shares; 2025Q1: 9,200 shares; 2025Q2: 9,000 shares; 2025Q3: 8,971 shares; 2025Q4: 8,729 shares 8,729 $676K 0.17% -242 Timeline UDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 16,875 shares; 2025Q3: 16,875 shares; 2025Q4: 16,875 shares 16,875 $669K 0.16% 0 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,363 shares; 2024Q4: 7,363 shares; 2025Q1: 7,363 shares; 2025Q2: 7,147 shares; 2025Q3: 7,065 shares; 2025Q4: 7,040 shares 7,040 $663K 0.16% -25 Timeline PCH POTLATCHDELTIC CORP More: the full row for POTLATCHDELTIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,746 shares; 2024Q4: 21,581 shares; 2025Q1: 21,328 shares; 2025Q2: 19,019 shares; 2025Q3: 16,878 shares; 2025Q4: 16,190 shares 16,190 $644K 0.16% -688 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: 723 shares; 2024Q4: 719 shares; 2025Q1: 708 shares; 2025Q2: 695 shares; 2025Q3: 704 shares; 2025Q4: 1,354 shares 1,354 $630K 0.16% +650 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,037 shares; 2025Q4: 12,269 shares 12,269 $625K 0.15% +6,232 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: 868 shares; 2024Q4: 861 shares; 2025Q1: 742 shares; 2025Q2: 750 shares; 2025Q3: 738 shares; 2025Q4: 721 shares 721 $622K 0.15% -17 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,351 shares; 2024Q4: 1,360 shares; 2025Q1: 1,361 shares; 2025Q2: 1,381 shares; 2025Q3: 1,369 shares; 2025Q4: 1,258 shares 1,258 $617K 0.15% -111 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,832 shares; 2024Q4: 8,607 shares; 2025Q1: 8,555 shares; 2025Q2: 8,505 shares; 2025Q3: 8,347 shares; 2025Q4: 8,245 shares 8,245 $609K 0.15% -102 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,338 shares; 2024Q4: 8,940 shares; 2025Q1: 9,743 shares; 2025Q2: 9,477 shares; 2025Q3: 9,477 shares; 2025Q4: 9,336 shares 9,336 $601K 0.15% -141 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: 598 shares; 2024Q4: 618 shares; 2025Q1: 616 shares; 2025Q2: 624 shares; 2025Q3: 640 shares; 2025Q4: 6,367 shares 6,367 $597K 0.15% +5,727 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,987 shares; 2024Q4: 6,836 shares; 2025Q1: 6,574 shares; 2025Q2: 6,423 shares; 2025Q3: 6,295 shares; 2025Q4: 6,322 shares 6,322 $592K 0.15% +27 Timeline GNR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,401 shares; 2024Q4: 11,981 shares; 2025Q1: 11,499 shares; 2025Q2: 9,958 shares; 2025Q3: 9,690 shares; 2025Q4: 9,467 shares 9,467 $588K 0.14% -223 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 482 shares; 2024Q4: 490 shares; 2025Q1: 493 shares; 2025Q2: 488 shares; 2025Q3: 472 shares; 2025Q4: 471 shares 471 $572K 0.14% -1 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: 12,726 shares; 2024Q4: 11,240 shares; 2025Q1: 10,457 shares; 2025Q2: 9,213 shares; 2025Q3: 8,178 shares; 2025Q4: 8,050 shares 8,050 $563K 0.14% -128 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,768 shares; 2024Q4: 2,771 shares; 2025Q1: 2,797 shares; 2025Q2: 2,699 shares; 2025Q3: 950 shares; 2025Q4: 824 shares 824 $562K 0.14% -126 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 929 shares; 2025Q4: 1,768 shares 1,768 $555K 0.14% +839 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,212 shares; 2025Q2: 4,385 shares; 2025Q3: 4,381 shares; 2025Q4: 4,203 shares 4,203 $551K 0.14% -178 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,381 shares; 2024Q4: 51,806 shares; 2025Q1: 48,443 shares; 2025Q2: 35,530 shares; 2025Q3: 26,471 shares; 2025Q4: 24,981 shares 24,981 $548K 0.14% -1,490 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 10,650 shares; 2025Q2: 10,650 shares; 2025Q3: 10,650 shares; 2025Q4: 12,380 shares 12,380 $537K 0.13% +1,730 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: 3,571 shares; 2024Q4: 4,024 shares; 2025Q1: 3,951 shares; 2025Q2: 3,882 shares; 2025Q3: 3,908 shares; 2025Q4: 3,710 shares 3,710 $532K 0.13% -198 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: 4,323 shares; 2024Q4: 4,181 shares; 2025Q1: 3,026 shares; 2025Q2: 2,806 shares; 2025Q3: 2,766 shares; 2025Q4: 2,643 shares 2,643 $506K 0.12% -123 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,122 shares; 2024Q4: 1,124 shares; 2025Q1: 1,165 shares; 2025Q2: 1,238 shares; 2025Q3: 1,276 shares; 2025Q4: 1,285 shares 1,285 $475K 0.12% +9 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: not reported; 2025Q1: 440 shares; 2025Q2: 436 shares; 2025Q3: 423 shares; 2025Q4: 442 shares 442 $473K 0.12% +19 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,386 shares; 2024Q4: 6,364 shares; 2025Q1: 6,264 shares; 2025Q2: 5,855 shares; 2025Q3: 5,462 shares; 2025Q4: 5,339 shares 5,339 $471K 0.12% -123 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,484 shares; 2024Q4: 14,153 shares; 2025Q1: 13,855 shares; 2025Q2: 12,606 shares; 2025Q3: 12,107 shares; 2025Q4: 12,119 shares 12,119 $465K 0.11% +12 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,390 shares; 2024Q4: 1,390 shares; 2025Q1: 1,390 shares; 2025Q2: 1,390 shares; 2025Q3: 1,353 shares; 2025Q4: 1,353 shares 1,353 $464K 0.11% 0 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,606 shares; 2024Q4: 2,556 shares; 2025Q1: 2,557 shares; 2025Q2: 2,532 shares; 2025Q3: 2,478 shares; 2025Q4: 2,460 shares 2,460 $453K 0.11% -18 Timeline SDVY 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: 12,865 shares; 2024Q4: 12,822 shares; 2025Q1: 12,697 shares; 2025Q2: 11,625 shares; 2025Q3: 11,696 shares; 2025Q4: 11,696 shares 11,696 $448K 0.11% 0 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 10,090 shares 10,090 $443K 0.11% new Timeline FVD 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: 10,760 shares; 2024Q4: 10,528 shares; 2025Q1: 10,050 shares; 2025Q2: 9,716 shares; 2025Q3: 9,682 shares; 2025Q4: 9,542 shares 9,542 $440K 0.11% -140 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: 3,104 shares; 2024Q4: 3,076 shares; 2025Q1: 3,111 shares; 2025Q2: 2,751 shares; 2025Q3: 2,047 shares; 2025Q4: 1,870 shares 1,870 $433K 0.11% -177 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: 1,196 shares; 2024Q4: 1,179 shares; 2025Q1: 1,198 shares; 2025Q2: 1,220 shares; 2025Q3: 1,294 shares; 2025Q4: 1,272 shares 1,272 $416K 0.1% -22 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: 4,673 shares; 2024Q4: 4,650 shares; 2025Q1: 4,655 shares; 2025Q2: 2,543 shares; 2025Q3: 2,345 shares; 2025Q4: 2,226 shares 2,226 $408K 0.1% -119 Timeline CWB 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: 5,441 shares; 2024Q4: 5,264 shares; 2025Q1: 5,125 shares; 2025Q2: 4,713 shares; 2025Q3: 4,612 shares; 2025Q4: 4,534 shares 4,534 $404K 0.1% -78 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,377 shares; 2024Q4: 22,985 shares; 2025Q1: 22,327 shares; 2025Q2: 18,532 shares; 2025Q3: 15,962 shares; 2025Q4: 16,149 shares 16,149 $388K 0.1% +187 Timeline RDVY 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: 6,728 shares; 2024Q4: 6,757 shares; 2025Q1: 6,757 shares; 2025Q2: 5,549 shares; 2025Q3: 5,549 shares; 2025Q4: 5,549 shares 5,549 $385K 0.09% 0 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,509 shares; 2024Q4: 2,481 shares; 2025Q1: 2,207 shares; 2025Q2: 1,963 shares; 2025Q3: 1,659 shares; 2025Q4: 1,607 shares 1,607 $370K 0.09% -52 Timeline TBUX T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,000 shares; 2025Q4: 7,340 shares 7,340 $366K 0.09% +340 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,167 shares; 2024Q4: 13,009 shares; 2025Q1: 9,666 shares; 2025Q2: 8,517 shares; 2025Q3: 8,499 shares; 2025Q4: 8,174 shares 8,174 $362K 0.09% -325 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,061 shares; 2024Q4: 2,080 shares; 2025Q1: 2,136 shares; 2025Q2: 2,014 shares; 2025Q3: 1,938 shares; 2025Q4: 2,068 shares 2,068 $354K 0.09% +130 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: 1,319 shares; 2024Q4: 1,317 shares; 2025Q1: 1,229 shares; 2025Q2: 1,230 shares; 2025Q3: 1,195 shares; 2025Q4: 1,200 shares 1,200 $348K 0.09% +5 Timeline CSX CSX CORP More: the full row for CSX 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: 8,652 shares; 2025Q4: 9,572 shares 9,572 $347K 0.09% +920 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,120 shares; 2024Q4: 13,970 shares; 2025Q1: 12,645 shares; 2025Q2: 9,845 shares; 2025Q3: 9,245 shares; 2025Q4: 9,245 shares 9,245 $341K 0.08% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,310 shares; 2024Q4: 3,196 shares; 2025Q1: 3,123 shares; 2025Q2: 2,494 shares; 2025Q3: 2,200 shares; 2025Q4: 2,024 shares 2,024 $330K 0.08% -176 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: 4,092 shares; 2024Q4: 4,087 shares; 2025Q1: 4,056 shares; 2025Q2: 4,276 shares; 2025Q3: 4,333 shares; 2025Q4: 5,254 shares 5,254 $328K 0.08% +921 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,381 shares; 2024Q4: not reported; 2025Q1: 2,416 shares; 2025Q2: 2,394 shares; 2025Q3: 2,305 shares; 2025Q4: 2,215 shares 2,215 $325K 0.08% -90 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: 3,309 shares 3,309 $318K 0.08% new Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,027 shares; 2024Q4: 1,037 shares; 2025Q1: 1,045 shares; 2025Q2: 1,046 shares; 2025Q3: 1,056 shares; 2025Q4: 1,038 shares 1,038 $317K 0.08% -18 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: 836 shares; 2024Q4: 841 shares; 2025Q1: not reported; 2025Q2: 728 shares; 2025Q3: 767 shares; 2025Q4: 698 shares 698 $314K 0.08% -69 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,264 shares; 2024Q4: 8,946 shares; 2025Q1: 8,787 shares; 2025Q2: 8,398 shares; 2025Q3: 8,020 shares; 2025Q4: 7,682 shares 7,682 $313K 0.08% -338 Timeline TYG TORTOISE ENERGY INFRSTRCTR C More: the full row for TORTOISE ENERGY INFRSTRCTR C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,629 shares; 2024Q4: 9,469 shares; 2025Q1: 9,364 shares; 2025Q2: 8,011 shares; 2025Q3: 7,900 shares; 2025Q4: 7,543 shares 7,543 $309K 0.08% -357 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,186 shares; 2024Q4: 12,576 shares; 2025Q1: 15,534 shares; 2025Q2: 15,715 shares; 2025Q3: 14,566 shares; 2025Q4: 10,396 shares 10,396 $307K 0.08% -4,170 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: 934 shares; 2024Q4: 996 shares; 2025Q1: 932 shares; 2025Q2: 895 shares; 2025Q3: 829 shares; 2025Q4: 870 shares 870 $306K 0.08% +41 Timeline IBTI 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: 13,501 shares 13,501 $302K 0.07% new Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,232 shares; 2025Q1: 1,197 shares; 2025Q2: 1,217 shares; 2025Q3: 1,202 shares; 2025Q4: 1,224 shares 1,224 $297K 0.07% +22 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,232 shares 2,232 $296K 0.07% new 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: 1,086 shares; 2024Q4: 1,257 shares; 2025Q1: 1,198 shares; 2025Q2: 1,186 shares; 2025Q3: 1,016 shares; 2025Q4: 1,016 shares 1,016 $295K 0.07% 0 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: 1,126 shares; 2024Q4: 1,190 shares; 2025Q1: 1,235 shares; 2025Q2: 1,259 shares; 2025Q3: 1,257 shares; 2025Q4: 1,268 shares 1,268 $290K 0.07% +11 Timeline SCHM 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: 4,728 shares; 2024Q4: 10,276 shares; 2025Q1: 10,102 shares; 2025Q2: 10,073 shares; 2025Q3: 9,869 shares; 2025Q4: 9,620 shares 9,620 $289K 0.07% -249 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 633 shares; 2024Q4: 713 shares; 2025Q1: 727 shares; 2025Q2: 754 shares; 2025Q3: 778 shares; 2025Q4: 743 shares 743 $289K 0.07% -35 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,118 shares; 2024Q4: 1,093 shares; 2025Q1: 1,067 shares; 2025Q2: 1,073 shares; 2025Q3: 1,073 shares; 2025Q4: 1,068 shares 1,068 $280K 0.07% -5 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 711 shares; 2024Q4: 711 shares; 2025Q1: 625 shares; 2025Q2: 623 shares; 2025Q3: 614 shares; 2025Q4: 620 shares 620 $276K 0.07% +6 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: 1,375 shares; 2024Q4: 1,350 shares; 2025Q1: 1,245 shares; 2025Q2: 1,217 shares; 2025Q3: 1,217 shares; 2025Q4: 1,242 shares 1,242 $273K 0.07% +25 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,103 shares; 2024Q4: 2,103 shares; 2025Q1: 2,103 shares; 2025Q2: 2,103 shares; 2025Q3: 2,103 shares; 2025Q4: 2,112 shares 2,112 $272K 0.07% +9 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,049 shares; 2024Q4: 2,079 shares; 2025Q1: 2,071 shares; 2025Q2: 2,165 shares; 2025Q3: 2,288 shares; 2025Q4: 1,977 shares 1,977 $267K 0.07% -311 Timeline DAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,483 shares; 2024Q4: 6,483 shares; 2025Q1: 6,483 shares; 2025Q2: 6,028 shares; 2025Q3: 6,028 shares; 2025Q4: 6,028 shares 6,028 $267K 0.07% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 695 shares; 2025Q4: 750 shares 750 $265K 0.07% +55 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 295 shares; 2024Q4: 303 shares; 2025Q1: not reported; 2025Q2: 308 shares; 2025Q3: 305 shares; 2025Q4: 320 shares 320 $259K 0.06% +15 Timeline TIP 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: 3,541 shares; 2024Q4: 3,253 shares; 2025Q1: 3,169 shares; 2025Q2: 2,715 shares; 2025Q3: 2,481 shares; 2025Q4: 2,304 shares 2,304 $253K 0.06% -177 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: 1,614 shares; 2024Q4: 1,853 shares; 2025Q1: 1,798 shares; 2025Q2: 1,878 shares; 2025Q3: 1,949 shares; 2025Q4: 1,959 shares 1,959 $253K 0.06% +10 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: 3,441 shares; 2024Q4: 3,023 shares; 2025Q1: 2,964 shares; 2025Q2: 2,644 shares; 2025Q3: 2,798 shares; 2025Q4: 2,499 shares 2,499 $250K 0.06% -299 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,583 shares; 2024Q4: 2,643 shares; 2025Q1: 2,490 shares; 2025Q2: 2,489 shares; 2025Q3: 2,443 shares; 2025Q4: 2,558 shares 2,558 $244K 0.06% +115 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: 880 shares; 2024Q4: 1,174 shares; 2025Q1: 645 shares; 2025Q2: 595 shares; 2025Q3: 513 shares; 2025Q4: 490 shares 490 $239K 0.06% -23 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,064 shares; 2024Q4: 1,106 shares; 2025Q1: 1,072 shares; 2025Q2: 1,191 shares; 2025Q3: 1,265 shares; 2025Q4: 1,157 shares 1,157 $235K 0.06% -108 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,602 shares; 2024Q4: 4,173 shares; 2025Q1: 4,128 shares; 2025Q2: 4,128 shares; 2025Q3: 4,128 shares; 2025Q4: 4,026 shares 4,026 $233K 0.06% -102 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,314 shares; 2025Q2: not reported; 2025Q3: 1,238 shares; 2025Q4: 1,247 shares 1,247 $231K 0.06% +9 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,098 shares 1,098 $231K 0.06% new Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,430 shares 1,430 $229K 0.06% new Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,314 shares; 2024Q4: 4,144 shares; 2025Q1: 4,020 shares; 2025Q2: 3,210 shares; 2025Q3: 2,620 shares; 2025Q4: 2,580 shares 2,580 $229K 0.06% -40 Timeline FDL 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: 6,715 shares; 2024Q4: 6,490 shares; 2025Q1: 6,195 shares; 2025Q2: 5,144 shares; 2025Q3: 5,144 shares; 2025Q4: 5,144 shares 5,144 $228K 0.06% 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: not reported; 2025Q3: not reported; 2025Q4: 3,318 shares 3,318 $223K 0.05% new Timeline BOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 4,500 shares 4,500 $222K 0.05% new 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: 1,707 shares; 2024Q4: 1,661 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,413 shares; 2025Q4: 1,420 shares 1,420 $218K 0.05% +7 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,313 shares; 2024Q4: 7,685 shares; 2025Q1: 6,757 shares; 2025Q2: 5,728 shares; 2025Q3: not reported; 2025Q4: 4,040 shares 4,040 $216K 0.05% new Timeline CAC CAMDEN NATL CORP More: the full row for CAMDEN NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,959 shares 4,959 $215K 0.05% new Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,732 shares; 2024Q4: 5,603 shares; 2025Q1: 5,555 shares; 2025Q2: 4,272 shares; 2025Q3: 3,708 shares; 2025Q4: 3,616 shares 3,616 $212K 0.05% -92 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,033 shares; 2024Q4: 1,062 shares; 2025Q1: 1,071 shares; 2025Q2: 1,099 shares; 2025Q3: 1,137 shares; 2025Q4: 1,056 shares 1,056 $209K 0.05% -81 Timeline GDX 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: 2,436 shares 2,436 $209K 0.05% new Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,390 shares 5,390 $206K 0.05% new Timeline MASS 908 DEVICES INC More: the full row for 908 DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 73,629 shares; 2025Q3: 38,629 shares; 2025Q4: 38,629 shares 38,629 $203K 0.05% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,633 shares; 2025Q2: 1,652 shares; 2025Q3: 1,585 shares; 2025Q4: 1,613 shares 1,613 $202K 0.05% +28 Timeline ECF ELLSWORTH GROWTH & INCOME FD More: the full row for ELLSWORTH GROWTH & INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,804 shares; 2024Q4: 19,712 shares; 2025Q1: 19,061 shares; 2025Q2: 15,596 shares; 2025Q3: 15,082 shares; 2025Q4: 14,327 shares 14,327 $167K 0.04% -755 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,625 shares; 2024Q4: 17,907 shares; 2025Q1: 16,791 shares; 2025Q2: 13,017 shares; 2025Q3: 12,022 shares; 2025Q4: 10,601 shares 10,601 $107K 0.03% -1,421 Timeline KOS KOSMOS ENERGY LTD More: the full row for KOSMOS ENERGY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,704 shares 29,704 $27K 0.01% new Timeline