MFSI MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,092,100 shares; 2025Q1: 1,217,798 shares; 2025Q2: 1,332,922 shares; 2025Q3: 1,344,642 shares; 2025Q4: 1,372,537 shares 1,372,537 $41.8M 8.36% +27,895 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: 522,745 shares; 2024Q4: 520,629 shares; 2025Q1: 510,119 shares; 2025Q2: 489,221 shares; 2025Q3: 466,309 shares; 2025Q4: 464,441 shares 464,441 $30.7M 6.13% -1,868 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: 144,094 shares; 2024Q4: 139,063 shares; 2025Q1: 137,681 shares; 2025Q2: 132,783 shares; 2025Q3: 128,795 shares; 2025Q4: 109,219 shares 109,219 $20.4M 4.07% -19,576 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: 59,286 shares; 2024Q4: 59,273 shares; 2025Q1: 58,956 shares; 2025Q2: 57,121 shares; 2025Q3: 55,570 shares; 2025Q4: 55,515 shares 55,515 $19.2M 3.84% -55 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: 38,927 shares; 2024Q4: 38,884 shares; 2025Q1: 38,501 shares; 2025Q2: 37,848 shares; 2025Q3: 36,786 shares; 2025Q4: 35,938 shares 35,938 $17.4M 3.48% -848 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: 58,720 shares; 2024Q4: 57,939 shares; 2025Q1: 56,631 shares; 2025Q2: 56,527 shares; 2025Q3: 56,675 shares; 2025Q4: 56,365 shares 56,365 $15.3M 3.06% -310 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: 56,553 shares; 2024Q4: 55,552 shares; 2025Q1: 54,304 shares; 2025Q2: 54,332 shares; 2025Q3: 54,196 shares; 2025Q4: 48,131 shares 48,131 $15.1M 3.01% -6,065 Timeline VGK 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: 184,839 shares; 2024Q4: 178,546 shares; 2025Q1: 171,207 shares; 2025Q2: 168,025 shares; 2025Q3: 161,471 shares; 2025Q4: 159,819 shares 159,819 $13.4M 2.67% -1,652 Timeline FLIN 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: 194,767 shares; 2024Q4: 223,564 shares; 2025Q1: 230,896 shares; 2025Q2: 308,588 shares; 2025Q3: 312,723 shares; 2025Q4: 323,027 shares 323,027 $12.5M 2.49% +10,304 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: 43,866 shares; 2024Q4: 42,316 shares; 2025Q1: 42,108 shares; 2025Q2: 39,582 shares; 2025Q3: 38,343 shares; 2025Q4: 37,907 shares 37,907 $12.2M 2.44% -436 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: 659,805 shares; 2024Q4: 684,100 shares; 2025Q1: 638,725 shares; 2025Q2: 619,100 shares; 2025Q3: 596,814 shares; 2025Q4: 592,657 shares 592,657 $11.6M 2.32% -4,157 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: 7,114 shares; 2024Q4: 7,044 shares; 2025Q1: 7,043 shares; 2025Q2: 7,856 shares; 2025Q3: 9,147 shares; 2025Q4: 9,083 shares 9,083 $9.76M 1.95% -64 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: 53,265 shares; 2024Q4: 51,945 shares; 2025Q1: 53,774 shares; 2025Q2: 53,112 shares; 2025Q3: 52,666 shares; 2025Q4: 52,760 shares 52,760 $9.37M 1.87% +94 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: 10,371 shares; 2024Q4: 11,110 shares; 2025Q1: 11,266 shares; 2025Q2: 10,263 shares; 2025Q3: 10,202 shares; 2025Q4: 13,012 shares 13,012 $8.87M 1.77% +2,810 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: 16,885 shares; 2024Q4: 15,937 shares; 2025Q1: 15,703 shares; 2025Q2: 16,568 shares; 2025Q3: 16,982 shares; 2025Q4: 16,979 shares 16,979 $8.67M 1.73% -3 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: 7,384 shares; 2024Q4: 7,399 shares; 2025Q1: 7,336 shares; 2025Q2: 7,086 shares; 2025Q3: 6,975 shares; 2025Q4: 6,875 shares 6,875 $8.35M 1.67% -100 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: 11,619 shares; 2024Q4: 311,638 shares; 2025Q1: 329,334 shares; 2025Q2: 343,326 shares; 2025Q3: 379,703 shares; 2025Q4: 416,892 shares 416,892 $8.23M 1.65% +37,189 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: 3,381 shares; 2024Q4: 8,501 shares; 2025Q1: 10,784 shares; 2025Q2: 126,394 shares; 2025Q3: 127,646 shares; 2025Q4: 130,096 shares 130,096 $8.13M 1.63% +2,450 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: 7,690 shares; 2025Q1: 7,638 shares; 2025Q2: 7,487 shares; 2025Q3: 7,362 shares; 2025Q4: 7,426 shares 7,426 $7.95M 1.59% +64 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,920 shares; 2024Q4: 32,945 shares; 2025Q1: 33,155 shares; 2025Q2: 32,971 shares; 2025Q3: 33,908 shares; 2025Q4: 34,379 shares 34,379 $7.94M 1.59% +471 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: 37,075 shares; 2024Q4: 37,932 shares; 2025Q1: 36,717 shares; 2025Q2: 80,687 shares; 2025Q3: 81,934 shares; 2025Q4: 81,824 shares 81,824 $7.16M 1.43% -110 Timeline VT 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: 29,300 shares; 2025Q2: 50,652 shares; 2025Q3: 50,366 shares; 2025Q4: 50,365 shares 50,365 $7.1M 1.42% -1 Timeline VNQ 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: 142,863 shares; 2024Q4: 142,957 shares; 2025Q1: 141,373 shares; 2025Q2: 116,842 shares; 2025Q3: 79,632 shares; 2025Q4: 72,842 shares 72,842 $6.45M 1.29% -6,790 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: 30,763 shares; 2024Q4: 30,819 shares; 2025Q1: 29,908 shares; 2025Q2: 29,245 shares; 2025Q3: 28,802 shares; 2025Q4: 29,037 shares 29,037 $6.01M 1.2% +235 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: 37,291 shares; 2024Q4: 36,598 shares; 2025Q1: 35,999 shares; 2025Q2: 36,715 shares; 2025Q3: 36,670 shares; 2025Q4: 37,772 shares 37,772 $5.82M 1.16% +1,102 Timeline BSJQ 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: 155,357 shares; 2024Q4: 188,262 shares; 2025Q1: 198,415 shares; 2025Q2: 210,756 shares; 2025Q3: 212,565 shares; 2025Q4: 231,893 shares 231,893 $5.41M 1.08% +19,328 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,309 shares; 2024Q4: 41,318 shares; 2025Q1: 41,759 shares; 2025Q2: 41,665 shares; 2025Q3: 40,645 shares; 2025Q4: 41,007 shares 41,007 $4.81M 0.96% +362 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: 28,630 shares; 2024Q4: 27,299 shares; 2025Q1: 28,166 shares; 2025Q2: 27,273 shares; 2025Q3: 33,508 shares; 2025Q4: 32,897 shares 32,897 $4.72M 0.94% -611 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,633 shares; 2024Q4: 30,585 shares; 2025Q1: 41,358 shares; 2025Q2: 48,435 shares; 2025Q3: 50,192 shares; 2025Q4: 57,928 shares 57,928 $4.65M 0.93% +7,736 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: 10 shares; 2025Q1: not reported; 2025Q2: 17,196 shares; 2025Q3: 18,497 shares; 2025Q4: 18,579 shares 18,579 $4.5M 0.9% +82 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 325,455 shares; 2024Q4: 309,143 shares; 2025Q1: 306,173 shares; 2025Q2: 303,921 shares; 2025Q3: 171,330 shares; 2025Q4: 170,741 shares 170,741 $4.47M 0.89% -589 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: 22,284 shares; 2024Q4: 22,358 shares; 2025Q1: 21,084 shares; 2025Q2: 20,266 shares; 2025Q3: 19,536 shares; 2025Q4: 19,535 shares 19,535 $4.46M 0.89% -1 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,690 shares; 2024Q4: 3,403 shares; 2025Q1: 7,708 shares; 2025Q2: 7,572 shares; 2025Q3: 7,481 shares; 2025Q4: 7,607 shares 7,607 $4.34M 0.87% +126 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: 57,560 shares; 2024Q4: 54,998 shares; 2025Q1: 52,842 shares; 2025Q2: 52,259 shares; 2025Q3: 52,592 shares; 2025Q4: 53,462 shares 53,462 $4.22M 0.84% +870 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS 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: 47,428 shares; 2025Q3: 52,407 shares; 2025Q4: 52,499 shares 52,499 $3.75M 0.75% +92 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: 30,046 shares; 2024Q4: 30,014 shares; 2025Q1: 28,597 shares; 2025Q2: 28,021 shares; 2025Q3: 28,174 shares; 2025Q4: 28,425 shares 28,425 $3.56M 0.71% +251 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: 7,227 shares; 2024Q4: 7,086 shares; 2025Q1: 6,627 shares; 2025Q2: 6,608 shares; 2025Q3: 6,100 shares; 2025Q4: 6,186 shares 6,186 $3.53M 0.71% +86 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: 22,131 shares; 2024Q4: 22,182 shares; 2025Q1: 21,731 shares; 2025Q2: 21,592 shares; 2025Q3: 21,585 shares; 2025Q4: 21,673 shares 21,673 $3.53M 0.71% +88 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,581 shares; 2024Q4: 10,258 shares; 2025Q1: 26,781 shares; 2025Q2: 26,123 shares; 2025Q3: 27,151 shares; 2025Q4: 27,579 shares 27,579 $3.52M 0.7% +428 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: 11,684 shares; 2024Q4: 11,756 shares; 2025Q1: 11,693 shares; 2025Q2: 13,693 shares; 2025Q3: 29,933 shares; 2025Q4: 27,720 shares 27,720 $3.49M 0.7% -2,213 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: 13,903 shares; 2024Q4: 13,665 shares; 2025Q1: 10,875 shares; 2025Q2: 10,640 shares; 2025Q3: 10,215 shares; 2025Q4: 10,391 shares 10,391 $3.31M 0.66% +176 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: 38,162 shares; 2024Q4: 37,620 shares; 2025Q1: 36,633 shares; 2025Q2: 35,935 shares; 2025Q3: 37,561 shares; 2025Q4: 39,892 shares 39,892 $3.2M 0.64% +2,331 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: 11,138 shares; 2024Q4: 11,170 shares; 2025Q1: 10,800 shares; 2025Q2: 11,058 shares; 2025Q3: 11,068 shares; 2025Q4: 11,079 shares 11,079 $3.2M 0.64% +11 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: 34,163 shares; 2024Q4: 34,266 shares; 2025Q1: 34,254 shares; 2025Q2: 34,396 shares; 2025Q3: 34,368 shares; 2025Q4: 69,762 shares 69,762 $3.12M 0.62% +35,394 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,300 shares; 2024Q4: 17,446 shares; 2025Q1: 17,019 shares; 2025Q2: 16,749 shares; 2025Q3: 17,144 shares; 2025Q4: 17,310 shares 17,310 $3.02M 0.6% +166 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: 22,838 shares; 2024Q4: 22,534 shares; 2025Q1: 21,831 shares; 2025Q2: 21,193 shares; 2025Q3: 20,219 shares; 2025Q4: 20,072 shares 20,072 $2.88M 0.58% -147 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,026 shares; 2024Q4: 19,044 shares; 2025Q1: 19,874 shares; 2025Q2: 19,874 shares; 2025Q3: 20,034 shares; 2025Q4: 59,974 shares 59,974 $2.81M 0.56% +39,940 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,986 shares; 2024Q4: 26,925 shares; 2025Q1: 26,975 shares; 2025Q2: 26,402 shares; 2025Q3: 27,255 shares; 2025Q4: 26,433 shares 26,433 $2.78M 0.56% -822 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: 11,810 shares; 2024Q4: 11,828 shares; 2025Q1: 11,835 shares; 2025Q2: 11,891 shares; 2025Q3: 12,026 shares; 2025Q4: 12,057 shares 12,057 $2.76M 0.55% +31 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,195 shares; 2024Q4: 41,595 shares; 2025Q1: 37,179 shares; 2025Q2: 25,216 shares; 2025Q3: 24,400 shares; 2025Q4: 24,660 shares 24,660 $2.75M 0.55% +260 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: 7,177 shares; 2024Q4: 469 shares; 2025Q1: 438 shares; 2025Q2: 27,243 shares; 2025Q3: 27,191 shares; 2025Q4: 26,872 shares 26,872 $2.67M 0.53% -319 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: 18,292 shares; 2024Q4: 18,397 shares; 2025Q1: 17,981 shares; 2025Q2: 17,288 shares; 2025Q3: 17,231 shares; 2025Q4: 17,379 shares 17,379 $2.65M 0.53% +148 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: 14,524 shares; 2024Q4: 14,341 shares; 2025Q1: 14,535 shares; 2025Q2: 14,370 shares; 2025Q3: 14,058 shares; 2025Q4: 14,028 shares 14,028 $2.6M 0.52% -30 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: 7,714 shares; 2024Q4: 7,592 shares; 2025Q1: 7,309 shares; 2025Q2: 7,317 shares; 2025Q3: 7,288 shares; 2025Q4: 7,367 shares 7,367 $2.59M 0.52% +79 Timeline CIBR 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: 36,731 shares; 2024Q4: 36,684 shares; 2025Q1: 37,349 shares; 2025Q2: 36,726 shares; 2025Q3: 36,216 shares; 2025Q4: 36,177 shares 36,177 $2.58M 0.52% -39 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: 7,501 shares; 2024Q4: 7,475 shares; 2025Q1: 7,365 shares; 2025Q2: 6,989 shares; 2025Q3: 6,800 shares; 2025Q4: 7,104 shares 7,104 $2.44M 0.49% +304 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,091 shares; 2024Q4: 4,035 shares; 2025Q1: 2,776 shares; 2025Q2: 2,666 shares; 2025Q3: 2,634 shares; 2025Q4: 2,718 shares 2,718 $2.34M 0.47% +84 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: 8,045 shares; 2024Q4: 8,451 shares; 2025Q1: 8,284 shares; 2025Q2: 7,537 shares; 2025Q3: 7,465 shares; 2025Q4: 7,602 shares 7,602 $2.32M 0.46% +137 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: 30,283 shares; 2024Q4: 29,860 shares; 2025Q1: 29,537 shares; 2025Q2: 28,851 shares; 2025Q3: 28,747 shares; 2025Q4: 28,913 shares 28,913 $2.32M 0.46% +166 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,407 shares; 2024Q4: 14,337 shares; 2025Q1: 14,090 shares; 2025Q2: 13,307 shares; 2025Q3: 13,539 shares; 2025Q4: 13,550 shares 13,550 $2.32M 0.46% +11 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: 5,636 shares; 2024Q4: 5,650 shares; 2025Q1: 5,638 shares; 2025Q2: 5,661 shares; 2025Q3: 5,063 shares; 2025Q4: 5,154 shares 5,154 $2.29M 0.46% +91 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,810 shares; 2024Q4: 3,490 shares; 2025Q1: 3,404 shares; 2025Q2: 3,374 shares; 2025Q3: 3,374 shares; 2025Q4: 3,334 shares 3,334 $2.28M 0.46% -40 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: 50,133 shares; 2024Q4: 48,943 shares; 2025Q1: 48,212 shares; 2025Q2: 47,276 shares; 2025Q3: 46,378 shares; 2025Q4: 47,463 shares 47,463 $2.27M 0.45% +1,085 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: 3,728 shares; 2024Q4: 3,666 shares; 2025Q1: 3,654 shares; 2025Q2: 3,606 shares; 2025Q3: 3,571 shares; 2025Q4: 3,571 shares 3,571 $2.15M 0.43% 0 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: 26,920 shares; 2024Q4: 26,433 shares; 2025Q1: 25,204 shares; 2025Q2: 24,403 shares; 2025Q3: 24,812 shares; 2025Q4: 25,244 shares 25,244 $2.13M 0.43% +432 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: 19,673 shares; 2024Q4: 19,565 shares; 2025Q1: 19,391 shares; 2025Q2: 19,468 shares; 2025Q3: 18,156 shares; 2025Q4: 18,238 shares 18,238 $2.07M 0.41% +82 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: 8,762 shares; 2024Q4: 10,559 shares; 2025Q1: 10,365 shares; 2025Q2: 9,989 shares; 2025Q3: 10,062 shares; 2025Q4: 10,390 shares 10,390 $2.03M 0.41% +328 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,039 shares; 2024Q4: 9,554 shares; 2025Q1: 9,430 shares; 2025Q2: 9,182 shares; 2025Q3: 9,062 shares; 2025Q4: 9,283 shares 9,283 $1.91M 0.38% +221 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,308 shares; 2025Q1: 24,547 shares; 2025Q2: 23,464 shares; 2025Q3: 24,015 shares; 2025Q4: 23,722 shares 23,722 $1.81M 0.36% -293 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 38,201 shares; 2025Q2: 38,720 shares; 2025Q3: 42,992 shares; 2025Q4: 45,879 shares 45,879 $1.7M 0.34% +2,887 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: 4,014 shares; 2024Q4: 3,973 shares; 2025Q1: 4,245 shares; 2025Q2: 4,632 shares; 2025Q3: 4,889 shares; 2025Q4: 4,820 shares 4,820 $1.69M 0.34% -69 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,956 shares; 2024Q4: 8,917 shares; 2025Q1: 8,786 shares; 2025Q2: 8,243 shares; 2025Q3: 8,081 shares; 2025Q4: 7,991 shares 7,991 $1.48M 0.3% -90 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,624 shares; 2024Q4: 86,548 shares; 2025Q1: 98,465 shares; 2025Q2: 99,300 shares; 2025Q3: 101,349 shares; 2025Q4: 101,072 shares 101,072 $1.45M 0.29% -277 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,367 shares; 2024Q4: 1,367 shares; 2025Q1: 1,367 shares; 2025Q2: 1,367 shares; 2025Q3: 1,267 shares; 2025Q4: 7,218 shares 7,218 $1.22M 0.24% +5,951 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,734 shares; 2025Q1: 12,275 shares; 2025Q2: 11,871 shares; 2025Q3: 12,139 shares; 2025Q4: 9,991 shares 9,991 $1.1M 0.22% -2,148 Timeline CMA COMERICA INC More: the full row for COMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,885 shares; 2024Q4: 7,887 shares; 2025Q1: 7,885 shares; 2025Q2: 7,885 shares; 2025Q3: 7,885 shares; 2025Q4: 12,114 shares 12,114 $1.05M 0.21% +4,229 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: 774 shares; 2024Q4: 777 shares; 2025Q1: 190 shares; 2025Q2: 190 shares; 2025Q3: 235 shares; 2025Q4: 5,046 shares 5,046 $1.05M 0.21% +4,811 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: 11,837 shares; 2024Q4: 10,495 shares; 2025Q1: 10,434 shares; 2025Q2: 10,996 shares; 2025Q3: 10,996 shares; 2025Q4: 11,046 shares 11,046 $988K 0.2% +50 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,511 shares 6,511 $839K 0.17% new Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,240 shares; 2024Q4: 1,250 shares; 2025Q1: 1,250 shares; 2025Q2: 1,250 shares; 2025Q3: 1,250 shares; 2025Q4: 1,243 shares 1,243 $780K 0.16% -7 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: 4,194 shares; 2024Q4: 4,194 shares; 2025Q1: 4,664 shares; 2025Q2: 4,664 shares; 2025Q3: 4,364 shares; 2025Q4: 3,964 shares 3,964 $757K 0.15% -400 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,780 shares; 2024Q4: 7,780 shares; 2025Q1: 7,780 shares; 2025Q2: 7,780 shares; 2025Q3: 7,780 shares; 2025Q4: 7,780 shares 7,780 $749K 0.15% 0 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: 6,927 shares; 2024Q4: 6,516 shares; 2025Q1: 6,588 shares; 2025Q2: 6,622 shares; 2025Q3: 6,616 shares; 2025Q4: 6,522 shares 6,522 $687K 0.14% -94 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: 6,970 shares; 2024Q4: 5,471 shares; 2025Q1: 5,221 shares; 2025Q2: 4,830 shares; 2025Q3: 4,190 shares; 2025Q4: 4,086 shares 4,086 $655K 0.13% -104 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: 29,255 shares; 2024Q4: 29,078 shares; 2025Q1: 25,671 shares; 2025Q2: 25,046 shares; 2025Q3: 24,906 shares; 2025Q4: 21,628 shares 21,628 $646K 0.13% -3,278 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: 1,336 shares; 2024Q4: 1,336 shares; 2025Q1: 1,336 shares; 2025Q2: 1,336 shares; 2025Q3: 1,336 shares; 2025Q4: 1,336 shares 1,336 $642K 0.13% 0 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,067 shares; 2024Q4: 6,725 shares; 2025Q1: 5,318 shares; 2025Q2: 5,318 shares; 2025Q3: 5,343 shares; 2025Q4: 5,282 shares 5,282 $636K 0.13% -61 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: 1,099 shares; 2024Q4: 1,099 shares; 2025Q1: 1,099 shares; 2025Q2: 1,091 shares; 2025Q3: 1,091 shares; 2025Q4: 1,076 shares 1,076 $623K 0.12% -15 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: 2,455 shares; 2024Q4: 2,385 shares; 2025Q1: 2,385 shares; 2025Q2: 2,385 shares; 2025Q3: 2,385 shares; 2025Q4: 2,385 shares 2,385 $615K 0.12% 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: 2,528 shares; 2024Q4: 2,528 shares; 2025Q1: 2,528 shares; 2025Q2: 2,528 shares; 2025Q3: 2,528 shares; 2025Q4: 2,473 shares 2,473 $609K 0.12% -55 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: 5,666 shares; 2024Q4: 5,471 shares; 2025Q1: 5,462 shares; 2025Q2: 5,402 shares; 2025Q3: 5,002 shares; 2025Q4: 3,001 shares 3,001 $585K 0.12% -2,001 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: 8,516 shares; 2024Q4: 8,062 shares; 2025Q1: 7,830 shares; 2025Q2: 7,556 shares; 2025Q3: 7,564 shares; 2025Q4: 7,535 shares 7,535 $580K 0.12% -29 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: 2,566 shares; 2024Q4: 2,540 shares; 2025Q1: 2,463 shares; 2025Q2: 2,523 shares; 2025Q3: 2,483 shares; 2025Q4: 2,483 shares 2,483 $546K 0.11% 0 Timeline BSMQ 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: 7,877 shares; 2024Q4: 7,877 shares; 2025Q1: 7,877 shares; 2025Q2: 5,744 shares; 2025Q3: 21,770 shares; 2025Q4: 22,770 shares 22,770 $538K 0.11% +1,000 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: 8,377 shares; 2024Q4: 9,189 shares; 2025Q1: 9,158 shares; 2025Q2: 9,141 shares; 2025Q3: 9,095 shares; 2025Q4: 9,050 shares 9,050 $524K 0.1% -45 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,883 shares; 2024Q4: 11,659 shares; 2025Q1: 11,676 shares; 2025Q2: 11,709 shares; 2025Q3: 11,676 shares; 2025Q4: 11,168 shares 11,168 $523K 0.1% -508 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,149 shares; 2024Q4: 11,276 shares; 2025Q1: 11,744 shares; 2025Q2: 11,798 shares; 2025Q3: 11,727 shares; 2025Q4: 11,762 shares 11,762 $522K 0.1% +35 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: 6,431 shares; 2024Q4: 6,431 shares; 2025Q1: 5,801 shares; 2025Q2: 5,801 shares; 2025Q3: 5,401 shares; 2025Q4: 4,151 shares 4,151 $512K 0.1% -1,250 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,239 shares; 2024Q4: 1,241 shares; 2025Q1: 1,118 shares; 2025Q2: 893 shares; 2025Q3: 893 shares; 2025Q4: 893 shares 893 $512K 0.1% 0 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: 9,769 shares; 2024Q4: 10,494 shares; 2025Q1: 10,431 shares; 2025Q2: 10,370 shares; 2025Q3: 10,328 shares; 2025Q4: 10,860 shares 10,860 $509K 0.1% +532 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: 779 shares; 2024Q4: 775 shares; 2025Q1: 775 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares 800 $491K 0.1% 0 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: 5,070 shares; 2024Q4: 5,070 shares; 2025Q1: 5,070 shares; 2025Q2: 5,070 shares; 2025Q3: 5,070 shares; 2025Q4: 5,070 shares 5,070 $487K 0.1% 0 Timeline JQUA 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: 11,509 shares; 2024Q4: 11,209 shares; 2025Q1: 10,009 shares; 2025Q2: 10,009 shares; 2025Q3: 10,009 shares; 2025Q4: 7,009 shares 7,009 $443K 0.09% -3,000 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: 5,074 shares; 2024Q4: 4,615 shares; 2025Q1: 4,171 shares; 2025Q2: 4,171 shares; 2025Q3: 4,171 shares; 2025Q4: 4,196 shares 4,196 $443K 0.09% +25 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: 1,964 shares; 2024Q4: 2,027 shares; 2025Q1: 2,027 shares; 2025Q2: 2,177 shares; 2025Q3: 1,957 shares; 2025Q4: 1,957 shares 1,957 $430K 0.09% 0 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: 3,829 shares; 2024Q4: 3,925 shares; 2025Q1: 3,925 shares; 2025Q2: 3,688 shares; 2025Q3: 3,330 shares; 2025Q4: 2,978 shares 2,978 $427K 0.09% -352 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: 1,410 shares; 2024Q4: 1,314 shares; 2025Q1: 1,314 shares; 2025Q2: 1,300 shares; 2025Q3: 1,183 shares; 2025Q4: 1,343 shares 1,343 $421K 0.08% +160 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,937 shares; 2024Q4: 6,565 shares; 2025Q1: 6,308 shares; 2025Q2: 6,399 shares; 2025Q3: 6,323 shares; 2025Q4: 7,360 shares 7,360 $418K 0.08% +1,037 Timeline IJK 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: 4,902 shares; 2024Q4: 3,978 shares; 2025Q1: 3,978 shares; 2025Q2: 4,160 shares; 2025Q3: 4,119 shares; 2025Q4: 4,119 shares 4,119 $399K 0.08% 0 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: 740 shares; 2024Q4: 754 shares; 2025Q1: 744 shares; 2025Q2: 755 shares; 2025Q3: 731 shares; 2025Q4: 731 shares 731 $367K 0.07% 0 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: 1,321 shares; 2024Q4: 1,326 shares; 2025Q1: 1,321 shares; 2025Q2: 1,321 shares; 2025Q3: 1,321 shares; 2025Q4: 1,321 shares 1,321 $361K 0.07% 0 Timeline IJJ 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: 3,341 shares; 2024Q4: 2,710 shares; 2025Q1: 2,710 shares; 2025Q2: 2,882 shares; 2025Q3: 2,882 shares; 2025Q4: 2,706 shares 2,706 $356K 0.07% -176 Timeline ITOT 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: 2,117 shares; 2024Q4: 2,098 shares; 2025Q1: 2,492 shares; 2025Q2: 2,402 shares; 2025Q3: 2,425 shares; 2025Q4: 2,335 shares 2,335 $347K 0.07% -90 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: 601 shares; 2024Q4: 610 shares; 2025Q1: 635 shares; 2025Q2: 885 shares; 2025Q3: 885 shares; 2025Q4: 968 shares 968 $342K 0.07% +83 Timeline FTRB FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,407 shares; 2024Q4: 10,193 shares; 2025Q1: 11,967 shares; 2025Q2: 12,548 shares; 2025Q3: 12,699 shares; 2025Q4: 12,873 shares 12,873 $327K 0.07% +174 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: 8,071 shares; 2024Q4: 7,056 shares; 2025Q1: 6,885 shares; 2025Q2: 6,330 shares; 2025Q3: 5,530 shares; 2025Q4: 5,530 shares 5,530 $319K 0.06% 0 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: 1,000 shares; 2024Q4: 1,010 shares; 2025Q1: 1,000 shares; 2025Q2: 900 shares; 2025Q3: 800 shares; 2025Q4: 823 shares 823 $304K 0.06% +23 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,314 shares; 2024Q4: 2,772 shares; 2025Q1: 2,705 shares; 2025Q2: 2,731 shares; 2025Q3: 2,700 shares; 2025Q4: 2,824 shares 2,824 $301K 0.06% +124 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: 1,000 shares; 2024Q4: 1,010 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $296K 0.06% 0 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,274 shares; 2024Q4: 5,800 shares; 2025Q1: 5,800 shares; 2025Q2: 5,800 shares; 2025Q3: 5,800 shares; 2025Q4: 5,800 shares 5,800 $293K 0.06% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,969 shares; 2024Q4: 4,969 shares; 2025Q1: 4,969 shares; 2025Q2: 4,969 shares; 2025Q3: 4,969 shares; 2025Q4: 4,969 shares 4,969 $272K 0.05% 0 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: 667 shares; 2024Q4: 667 shares; 2025Q1: 667 shares; 2025Q2: 667 shares; 2025Q3: 558 shares; 2025Q4: 558 shares 558 $264K 0.05% 0 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: 5,884 shares; 2024Q4: 5,328 shares; 2025Q1: 5,164 shares; 2025Q2: 4,728 shares; 2025Q3: 4,728 shares; 2025Q4: 4,728 shares 4,728 $255K 0.05% 0 Timeline DMXF 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: 3,280 shares 3,280 $247K 0.05% new Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares 800 $242K 0.05% 0 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: 4,038 shares; 2024Q4: 12,762 shares; 2025Q1: 13,731 shares; 2025Q2: 4,234 shares; 2025Q3: 4,229 shares; 2025Q4: 4,188 shares 4,188 $225K 0.05% -41 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: 2,750 shares; 2024Q4: 8,250 shares; 2025Q1: 8,250 shares; 2025Q2: 8,250 shares; 2025Q3: 8,250 shares; 2025Q4: 8,250 shares 8,250 $216K 0.04% 0 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: 4,802 shares; 2024Q4: 4,671 shares; 2025Q1: 3,859 shares; 2025Q2: 3,859 shares; 2025Q3: 3,859 shares; 2025Q4: 3,859 shares 3,859 $212K 0.04% 0 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: 3,623 shares; 2024Q4: 3,320 shares; 2025Q1: 3,031 shares; 2025Q2: 3,048 shares; 2025Q3: 2,958 shares; 2025Q4: 2,958 shares 2,958 $207K 0.04% 0 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: 522 shares; 2024Q4: 522 shares; 2025Q1: 522 shares; 2025Q2: 522 shares; 2025Q3: 445 shares; 2025Q4: 422 shares 422 $204K 0.04% -23 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,738 shares; 2024Q4: 1,826 shares; 2025Q1: 1,726 shares; 2025Q2: 1,726 shares; 2025Q3: 1,756 shares; 2025Q4: 1,726 shares 1,726 $202K 0.04% -30 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: 530 shares; 2024Q4: 530 shares; 2025Q1: 489 shares; 2025Q2: 489 shares; 2025Q3: 489 shares; 2025Q4: 489 shares 489 $194K 0.04% 0 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: 3,598 shares; 2024Q4: 3,404 shares; 2025Q1: 2,648 shares; 2025Q2: 2,648 shares; 2025Q3: 2,648 shares; 2025Q4: 2,548 shares 2,548 $188K 0.04% -100 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: 115 shares; 2024Q4: 115 shares; 2025Q1: 115 shares; 2025Q2: 162 shares; 2025Q3: 200 shares; 2025Q4: 285 shares 285 $188K 0.04% +85 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,052 shares; 2024Q4: 2,104 shares; 2025Q1: 2,004 shares; 2025Q2: 2,004 shares; 2025Q3: 2,004 shares; 2025Q4: 2,004 shares 2,004 $185K 0.04% 0 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: 28,691 shares; 2024Q4: 27,652 shares; 2025Q1: 26,490 shares; 2025Q2: 25,351 shares; 2025Q3: 5,652 shares; 2025Q4: 4,426 shares 4,426 $180K 0.04% -1,226 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: 1,110 shares; 2024Q4: 1,110 shares; 2025Q1: 1,110 shares; 2025Q2: 1,110 shares; 2025Q3: 1,110 shares; 2025Q4: 1,110 shares 1,110 $179K 0.04% 0 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: 3,443 shares; 2024Q4: 5,910 shares; 2025Q1: 5,395 shares; 2025Q2: 5,516 shares; 2025Q3: 5,263 shares; 2025Q4: 5,284 shares 5,284 $179K 0.04% +21 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: 3,471 shares; 2024Q4: 2,780 shares; 2025Q1: 2,036 shares; 2025Q2: 2,061 shares; 2025Q3: 1,996 shares; 2025Q4: 1,996 shares 1,996 $174K 0.03% 0 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: 590 shares; 2024Q4: 508 shares; 2025Q1: 389 shares; 2025Q2: 534 shares; 2025Q3: 534 shares; 2025Q4: 556 shares 556 $171K 0.03% +22 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,851 shares; 2024Q4: 1,157 shares; 2025Q1: 652 shares; 2025Q2: 652 shares; 2025Q3: 652 shares; 2025Q4: 752 shares 752 $163K 0.03% +100 Timeline USRT 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: 2,416 shares; 2024Q4: 3,120 shares; 2025Q1: 3,060 shares; 2025Q2: 3,044 shares; 2025Q3: 2,989 shares; 2025Q4: 2,843 shares 2,843 $162K 0.03% -146 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: 848 shares; 2024Q4: 848 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 751 shares; 2025Q4: 700 shares 700 $162K 0.03% -51 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: 1,417 shares; 2024Q4: 1,300 shares; 2025Q1: 1,250 shares; 2025Q2: 1,110 shares; 2025Q3: 1,090 shares; 2025Q4: 1,090 shares 1,090 $154K 0.03% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 927 shares; 2024Q4: 994 shares; 2025Q1: 927 shares; 2025Q2: 927 shares; 2025Q3: 927 shares; 2025Q4: 927 shares 927 $151K 0.03% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,266 shares; 2024Q4: 1,317 shares; 2025Q1: 1,266 shares; 2025Q2: 1,266 shares; 2025Q3: 1,266 shares; 2025Q4: 1,294 shares 1,294 $145K 0.03% +28 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: 4,036 shares; 2024Q4: 3,036 shares; 2025Q1: 3,036 shares; 2025Q2: 3,036 shares; 2025Q3: 2,800 shares; 2025Q4: 1,400 shares 1,400 $145K 0.03% -1,400 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: 411 shares; 2024Q4: 414 shares; 2025Q1: 411 shares; 2025Q2: 411 shares; 2025Q3: 411 shares; 2025Q4: 429 shares 429 $144K 0.03% +18 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 550 shares; 2024Q4: 552 shares; 2025Q1: 550 shares; 2025Q2: 550 shares; 2025Q3: 550 shares; 2025Q4: 550 shares 550 $138K 0.03% 0 Timeline PNR PENTAIR PLC More: the full row for PENTAIR 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: 1,320 shares; 2025Q3: 1,320 shares; 2025Q4: 1,320 shares 1,320 $137K 0.03% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108 shares; 2024Q4: 93 shares; 2025Q1: 64 shares; 2025Q2: 64 shares; 2025Q3: 204 shares; 2025Q4: 204 shares 204 $133K 0.03% 0 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: 151 shares; 2024Q4: 157 shares; 2025Q1: 151 shares; 2025Q2: 151 shares; 2025Q3: 151 shares; 2025Q4: 151 shares 151 $133K 0.03% 0 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: 692 shares; 2024Q4: 1,856 shares; 2025Q1: 2,087 shares; 2025Q2: 927 shares; 2025Q3: 923 shares; 2025Q4: 1,072 shares 1,072 $129K 0.03% +149 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: 232 shares; 2024Q4: 232 shares; 2025Q1: 232 shares; 2025Q2: 412 shares; 2025Q3: 412 shares; 2025Q4: 412 shares 412 $125K 0.03% 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: 300 shares; 2025Q1: 550 shares; 2025Q2: 550 shares; 2025Q3: 700 shares; 2025Q4: 700 shares 700 $124K 0.02% 0 Timeline BSMR 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: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 5,200 shares; 2025Q4: 5,200 shares 5,200 $123K 0.02% 0 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: 245 shares; 2024Q4: 247 shares; 2025Q1: 245 shares; 2025Q2: 245 shares; 2025Q3: 270 shares; 2025Q4: 245 shares 245 $120K 0.02% -25 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,020 shares; 2025Q2: 1,020 shares; 2025Q3: 1,070 shares; 2025Q4: 1,020 shares 1,020 $118K 0.02% -50 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: 5,442 shares; 2024Q4: 6,524 shares; 2025Q1: 4,786 shares; 2025Q2: 4,816 shares; 2025Q3: 4,729 shares; 2025Q4: 4,729 shares 4,729 $117K 0.02% 0 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: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 800 shares 800 $115K 0.02% +400 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,519 shares; 2024Q4: 2,549 shares; 2025Q1: 2,635 shares; 2025Q2: 2,635 shares; 2025Q3: 2,635 shares; 2025Q4: 2,635 shares 2,635 $115K 0.02% 0 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 167 shares; 2025Q2: 167 shares; 2025Q3: 267 shares; 2025Q4: 267 shares 267 $113K 0.02% 0 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: 425 shares; 2024Q4: 425 shares; 2025Q1: 425 shares; 2025Q2: 369 shares; 2025Q3: 369 shares; 2025Q4: 369 shares 369 $111K 0.02% 0 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 321 shares; 2025Q3: 321 shares; 2025Q4: 321 shares 321 $110K 0.02% 0 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,933 shares; 2024Q4: 2,933 shares; 2025Q1: 2,733 shares; 2025Q2: 1,504 shares; 2025Q3: 1,254 shares; 2025Q4: 2,506 shares 2,506 $107K 0.02% +1,252 Timeline TFLR 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: 1,159 shares; 2024Q4: 1,837 shares; 2025Q1: 1,903 shares; 2025Q2: 1,950 shares; 2025Q3: 1,924 shares; 2025Q4: 1,984 shares 1,984 $102K 0.02% +60 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,631 shares; 2024Q4: 1,642 shares; 2025Q1: 1,631 shares; 2025Q2: 1,631 shares; 2025Q3: 1,513 shares; 2025Q4: 1,513 shares 1,513 $102K 0.02% 0 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: 943 shares; 2024Q4: 765 shares; 2025Q1: 543 shares; 2025Q2: 543 shares; 2025Q3: 543 shares; 2025Q4: 543 shares 543 $99.6K 0.02% 0 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: 80 shares; 2024Q4: 84 shares; 2025Q1: 84 shares; 2025Q2: 80 shares; 2025Q3: 100 shares; 2025Q4: 1,000 shares 1,000 $93.8K 0.02% +900 Timeline VBR 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: 467 shares; 2024Q4: 467 shares; 2025Q1: 467 shares; 2025Q2: 428 shares; 2025Q3: 428 shares; 2025Q4: 428 shares 428 $90.6K 0.02% 0 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: 515 shares; 2024Q4: 572 shares; 2025Q1: 515 shares; 2025Q2: 542 shares; 2025Q3: 520 shares; 2025Q4: 520 shares 520 $90.2K 0.02% 0 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: 1,178 shares; 2024Q4: 1,182 shares; 2025Q1: 1,178 shares; 2025Q2: 1,178 shares; 2025Q3: 1,178 shares; 2025Q4: 1,178 shares 1,178 $86.6K 0.02% 0 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: 1,600 shares; 2024Q4: 1,600 shares; 2025Q1: 2,640 shares; 2025Q2: 2,640 shares; 2025Q3: 2,640 shares; 2025Q4: 2,640 shares 2,640 $84.6K 0.02% 0 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: 700 shares; 2024Q4: 700 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares 500 $80K 0.02% 0 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 450 shares; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 517 shares; 2025Q4: 450 shares 450 $78.1K 0.02% -67 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: 860 shares; 2024Q4: 908 shares; 2025Q1: 790 shares; 2025Q2: 790 shares; 2025Q3: 862 shares; 2025Q4: 790 shares 790 $77.2K 0.02% -72 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: 2,450 shares; 2024Q4: 2,450 shares; 2025Q1: 2,450 shares; 2025Q2: 2,450 shares; 2025Q3: 3,725 shares; 2025Q4: 3,725 shares 3,725 $76.7K 0.02% 0 Timeline IDV 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: 1,925 shares; 2024Q4: 1,925 shares; 2025Q1: 1,925 shares; 2025Q2: 1,925 shares; 2025Q3: 1,925 shares; 2025Q4: 1,925 shares 1,925 $75.9K 0.02% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,600 shares; 2024Q4: 1,604 shares; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares 1,600 $74.4K 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: 1,338 shares; 2024Q4: 1,338 shares; 2025Q1: 1,338 shares; 2025Q2: 1,338 shares; 2025Q3: 1,338 shares; 2025Q4: 1,338 shares 1,338 $73.3K 0.01% 0 Timeline SCZ 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: 922 shares 922 $71.5K 0.01% new 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: 585 shares; 2024Q4: 572 shares; 2025Q1: 548 shares; 2025Q2: 346 shares; 2025Q3: 346 shares; 2025Q4: 346 shares 346 $71.1K 0.01% 0 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares 200 $68.9K 0.01% 0 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: 219 shares; 2024Q4: 219 shares; 2025Q1: 219 shares; 2025Q2: 345 shares; 2025Q3: 345 shares; 2025Q4: 325 shares 325 $68K 0.01% -20 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 350 shares; 2024Q4: 373 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 367 shares 367 $64.4K 0.01% +17 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: 1,400 shares; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares; 2025Q4: 1,400 shares 1,400 $64.1K 0.01% 0 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: 180 shares; 2024Q4: 186 shares; 2025Q1: 180 shares; 2025Q2: 180 shares; 2025Q3: 180 shares; 2025Q4: 201 shares 201 $62.7K 0.01% +21 Timeline XLI 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: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares 400 $62K 0.01% 0 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: 886 shares; 2024Q4: 886 shares; 2025Q1: 886 shares; 2025Q2: 886 shares; 2025Q3: 886 shares; 2025Q4: 886 shares 886 $57.1K 0.01% 0 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,800 shares; 2024Q4: 1,420 shares; 2025Q1: 1,000 shares; 2025Q2: 1,075 shares; 2025Q3: 1,075 shares; 2025Q4: 1,075 shares 1,075 $56.8K 0.01% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,252 shares; 2024Q4: 1,214 shares; 2025Q1: 1,207 shares; 2025Q2: 439 shares; 2025Q3: 439 shares; 2025Q4: 496 shares 496 $54.7K 0.01% +57 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: 135 shares; 2024Q4: 138 shares; 2025Q1: 135 shares; 2025Q2: 135 shares; 2025Q3: 135 shares; 2025Q4: 135 shares 135 $52.5K 0.01% 0 Timeline BSCU 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: not reported; 2025Q2: not reported; 2025Q3: 2,960 shares; 2025Q4: 2,960 shares 2,960 $50.1K 0.01% 0 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: not reported; 2025Q2: not reported; 2025Q3: 2,658 shares; 2025Q4: 2,658 shares 2,658 $50.1K 0.01% 0 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 683 shares; 2025Q1: 683 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares 1,200 $48.2K 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: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 400 shares 400 $47.8K 0.01% +200 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: 60 shares; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 60 shares 60 $45.2K 0.01% 0 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: 1,825 shares; 2025Q1: 1,825 shares; 2025Q2: 1,825 shares; 2025Q3: 1,825 shares; 2025Q4: 1,825 shares 1,825 $40.8K 0.01% 0 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 250 shares 250 $38.3K 0.01% +200 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85 shares; 2024Q4: 85 shares; 2025Q1: 85 shares; 2025Q2: 85 shares; 2025Q3: 85 shares; 2025Q4: 85 shares 85 $37.8K 0.01% 0 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: 3,169 shares; 2024Q4: 2,210 shares; 2025Q1: 1,968 shares; 2025Q2: 1,968 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $36.9K 0.01% 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: 300 shares; 2024Q4: 375 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares 300 $36.8K 0.01% 0 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: 112 shares; 2024Q4: 112 shares; 2025Q1: 112 shares; 2025Q2: 136 shares; 2025Q3: 103 shares; 2025Q4: 103 shares 103 $36.1K 0.01% 0 Timeline IYH 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: 545 shares; 2024Q4: 545 shares; 2025Q1: 545 shares; 2025Q2: 545 shares; 2025Q3: 545 shares; 2025Q4: 545 shares 545 $35.5K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 177 shares; 2025Q2: 177 shares; 2025Q3: 177 shares; 2025Q4: 177 shares 177 $33.9K 0.01% 0 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 375 shares; 2025Q4: 375 shares 375 $33.8K 0.01% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 438 shares; 2024Q4: 545 shares; 2025Q1: 391 shares; 2025Q2: 391 shares; 2025Q3: 317 shares; 2025Q4: 317 shares 317 $32K 0.01% 0 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: 375 shares; 2024Q4: 375 shares; 2025Q1: 375 shares; 2025Q2: 375 shares; 2025Q3: 375 shares; 2025Q4: 375 shares 375 $30.4K 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: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares 600 $29.6K 0.01% 0 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares 600 $29.4K 0.01% 0 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90 shares; 2024Q4: 94 shares; 2025Q1: 80 shares; 2025Q2: 80 shares; 2025Q3: 80 shares; 2025Q4: 122 shares 122 $29.4K 0.01% +42 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: 587 shares; 2024Q4: 604 shares; 2025Q1: 587 shares; 2025Q2: 587 shares; 2025Q3: 500 shares; 2025Q4: 500 shares 500 $29.3K 0.01% 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: 1,348 shares; 2024Q4: 1,426 shares; 2025Q1: 1,348 shares; 2025Q2: 1,348 shares; 2025Q3: 1,080 shares; 2025Q4: 1,080 shares 1,080 $26.9K 0.01% 0 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares 200 $26.5K 0.01% 0 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: 300 shares; 2024Q4: 308 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares 300 $26.5K 0.01% 0 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 700 shares; 2024Q4: 508 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares 300 $26.2K 0.01% 0 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83 shares; 2024Q4: 83 shares; 2025Q1: 83 shares; 2025Q2: 83 shares; 2025Q3: 83 shares; 2025Q4: 83 shares 83 $25.8K 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: 360 shares; 2024Q4: 240 shares; 2025Q1: 167 shares; 2025Q2: 167 shares; 2025Q3: 167 shares; 2025Q4: 167 shares 167 $25.3K 0.01% 0 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: 18 shares; 2024Q4: 18 shares; 2025Q1: 18 shares; 2025Q2: 18 shares; 2025Q3: 18 shares; 2025Q4: 24 shares 24 $24.2K <0.01% +6 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 450 shares; 2024Q4: 430 shares; 2025Q1: 280 shares; 2025Q2: 280 shares; 2025Q3: 280 shares; 2025Q4: 280 shares 280 $23K <0.01% 0 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 368 shares 368 $22.6K <0.01% new Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares 50 $22.5K <0.01% 0 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS 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: 100 shares; 2025Q4: 100 shares 100 $22.3K <0.01% 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: 368 shares; 2024Q4: 389 shares; 2025Q1: 368 shares; 2025Q2: 368 shares; 2025Q3: 630 shares; 2025Q4: 368 shares 368 $22.1K <0.01% -262 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: 165 shares; 2024Q4: 310 shares; 2025Q1: 165 shares; 2025Q2: 130 shares; 2025Q3: 100 shares; 2025Q4: 45 shares 45 $22K <0.01% -55 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 4 shares 4 $21.4K <0.01% 0 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 332 shares; 2024Q4: 339 shares; 2025Q1: 332 shares; 2025Q2: 332 shares; 2025Q3: 332 shares; 2025Q4: 332 shares 332 $21.1K <0.01% 0 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: 284 shares; 2024Q4: 284 shares; 2025Q1: 284 shares; 2025Q2: 284 shares; 2025Q3: 254 shares; 2025Q4: 100 shares 100 $21K <0.01% -154 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: 69 shares; 2024Q4: 392 shares; 2025Q1: not reported; 2025Q2: 760 shares; 2025Q3: 760 shares; 2025Q4: 760 shares 760 $20.9K <0.01% 0 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR 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: 400 shares; 2025Q3: 1,400 shares; 2025Q4: 1,400 shares 1,400 $19.8K <0.01% 0 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: 944 shares; 2024Q4: 955 shares; 2025Q1: 544 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 145 shares 145 $19.2K <0.01% +45 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $18.9K <0.01% 0 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: 282 shares; 2024Q4: 282 shares; 2025Q1: 282 shares; 2025Q2: 297 shares; 2025Q3: 41 shares; 2025Q4: 73 shares 73 $18.8K <0.01% +32 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares 400 $18.6K <0.01% 0 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: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares 200 $18.4K <0.01% 0 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 755 shares; 2024Q4: 755 shares; 2025Q1: 755 shares; 2025Q2: 755 shares; 2025Q3: 755 shares; 2025Q4: 755 shares 755 $18.2K <0.01% 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: 4,754 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 266 shares; 2025Q3: 266 shares; 2025Q4: 266 shares 266 $17.9K <0.01% 0 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80 shares; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 80 shares; 2025Q3: 80 shares; 2025Q4: 80 shares 80 $17.5K <0.01% 0 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105 shares; 2024Q4: 105 shares; 2025Q1: 105 shares; 2025Q2: 105 shares; 2025Q3: 105 shares; 2025Q4: 105 shares 105 $16.7K <0.01% 0 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: 90 shares; 2024Q4: 65 shares; 2025Q1: 65 shares; 2025Q2: 65 shares; 2025Q3: 65 shares; 2025Q4: 65 shares 65 $16.7K <0.01% 0 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: 185 shares; 2024Q4: 185 shares; 2025Q1: 185 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares 100 $15.5K <0.01% 0 Timeline XLP 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: 20,220 shares; 2024Q4: 20,331 shares; 2025Q1: 21,099 shares; 2025Q2: 21,315 shares; 2025Q3: 225 shares; 2025Q4: 196 shares 196 $15.2K <0.01% -29 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8 shares; 2025Q1: not reported; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 56 shares 56 $15.2K <0.01% +46 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: 52 shares; 2025Q2: 52 shares; 2025Q3: 52 shares; 2025Q4: 52 shares 52 $15.1K <0.01% 0 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: 300 shares; 2024Q4: 323 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 445 shares; 2025Q4: 300 shares 300 $14.8K <0.01% -145 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160 shares; 2024Q4: 160 shares; 2025Q1: 160 shares; 2025Q2: 160 shares; 2025Q3: 160 shares; 2025Q4: 160 shares 160 $14.4K <0.01% 0 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE 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: 200 shares; 2025Q4: 200 shares 200 $14.3K <0.01% 0 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: 58 shares; 2024Q4: 61 shares; 2025Q1: 58 shares; 2025Q2: 58 shares; 2025Q3: 58 shares; 2025Q4: 58 shares 58 $13.2K <0.01% 0 Timeline INOD INNODATA INC More: the full row for INNODATA 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: 250 shares 250 $12.7K <0.01% new Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 50 shares; 2025Q4: 50 shares 50 $12.5K <0.01% 0 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 290 shares; 2024Q4: 150 shares; 2025Q1: 73 shares; 2025Q2: 73 shares; 2025Q3: 60 shares; 2025Q4: 60 shares 60 $12.2K <0.01% 0 Timeline SMOT 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: 320 shares 320 $11.6K <0.01% new Timeline VNLA 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 233 shares 233 $11.4K <0.01% new Timeline REET 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: 458 shares 458 $11.4K <0.01% new Timeline XLB 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: 125 shares; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 250 shares 250 $11.3K <0.01% +125 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR 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: 455 shares 455 $11.3K <0.01% new Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 13 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 38 shares 38 $11.2K <0.01% +28 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: 200 shares; 2024Q4: 200 shares; 2025Q1: 125 shares; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 125 shares 125 $10.8K <0.01% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 259 shares; 2025Q1: 168 shares; 2025Q2: 168 shares; 2025Q3: 141 shares; 2025Q4: 141 shares 141 $10.4K <0.01% 0 Timeline PPTA PERPETUA RESOURCES CORP More: the full row for PERPETUA RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 425 shares; 2025Q1: 425 shares; 2025Q2: 425 shares; 2025Q3: 425 shares; 2025Q4: 425 shares 425 $10.3K <0.01% 0 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: 153 shares; 2024Q4: 153 shares; 2025Q1: 153 shares; 2025Q2: 153 shares; 2025Q3: 153 shares; 2025Q4: 153 shares 153 $10.3K <0.01% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 444 shares; 2024Q4: 448 shares; 2025Q1: 519 shares; 2025Q2: 35 shares; 2025Q3: not reported; 2025Q4: 29 shares 29 $9.57K <0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33 shares 33 $8.85K <0.01% new Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37 shares; 2024Q4: 69 shares; 2025Q1: 37 shares; 2025Q2: 37 shares; 2025Q3: not reported; 2025Q4: 27 shares 27 $8.84K <0.01% new 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: 250 shares; 2024Q4: 253 shares; 2025Q1: 250 shares; 2025Q2: 2 shares; 2025Q3: not reported; 2025Q4: 20 shares 20 $8.53K <0.01% new Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32 shares 32 $7.88K <0.01% new 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: 450 shares; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 450 shares 450 $7.79K <0.01% 0 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138 shares; 2024Q4: 138 shares; 2025Q1: 138 shares; 2025Q2: 138 shares; 2025Q3: 138 shares; 2025Q4: 138 shares 138 $7.53K <0.01% 0 Timeline GTLB GITLAB INC More: the full row for GITLAB 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: 200 shares; 2025Q4: 200 shares 200 $7.51K <0.01% 0 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128 shares; 2024Q4: 128 shares; 2025Q1: 128 shares; 2025Q2: 128 shares; 2025Q3: 128 shares; 2025Q4: 128 shares 128 $7.47K <0.01% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 60 shares; 2025Q4: 30 shares 30 $7.41K <0.01% -30 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14 shares 14 $7.32K <0.01% new Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 55 shares 55 $7.1K <0.01% new Timeline AMTM AMENTUM HOLDINGS INC More: the full row for AMENTUM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 212 shares; 2025Q3: 212 shares; 2025Q4: 212 shares 212 $6.15K <0.01% 0 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 611 shares; 2024Q4: 431 shares; 2025Q1: 395 shares; 2025Q2: 395 shares; 2025Q3: 208 shares; 2025Q4: 208 shares 208 $5.04K <0.01% 0 Timeline CMS CMS ENERGY CORP More: the full row for CMS 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: not reported; 2025Q4: 60 shares 60 $4.2K <0.01% new Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5 shares; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 15 shares 15 $4.13K <0.01% 0 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52 shares; 2024Q4: 116 shares; 2025Q1: 52 shares; 2025Q2: 52 shares; 2025Q3: 52 shares; 2025Q4: 52 shares 52 $4.13K <0.01% 0 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13 shares 13 $3.77K <0.01% new 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: 30 shares; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11 shares 11 $3.56K <0.01% new Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares 100 $3.05K <0.01% 0 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: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares 100 $2.95K <0.01% 0 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 240 shares; 2024Q4: 120 shares; 2025Q1: 49 shares; 2025Q2: 49 shares; 2025Q3: 49 shares; 2025Q4: 49 shares 49 $2.34K <0.01% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11 shares; 2025Q1: not reported; 2025Q2: 35 shares; 2025Q3: 35 shares; 2025Q4: 35 shares 35 $2.19K <0.01% 0 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192 shares; 2024Q4: 191 shares; 2025Q1: 162 shares; 2025Q2: 162 shares; 2025Q3: 162 shares; 2025Q4: 162 shares 162 $2.02K <0.01% 0 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6 shares 6 $1.92K <0.01% new Timeline OGN ORGANON & CO More: the full row for ORGANON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 230 shares; 2024Q4: 200 shares; 2025Q1: 228 shares; 2025Q2: 228 shares; 2025Q3: 228 shares; 2025Q4: 200 shares 200 $1.43K <0.01% -28 Timeline CE CELANESE CORP DEL More: the full row for CELANESE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120 shares; 2024Q4: 120 shares; 2025Q1: 36 shares; 2025Q2: 36 shares; 2025Q3: 36 shares; 2025Q4: 14 shares 14 $592 <0.01% -22 Timeline