ACIO ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 536,190 shares; 2024Q4: 685,536 shares; 2025Q1: 762,096 shares; 2025Q2: 852,039 shares; 2025Q3: 1,018,213 shares; 2025Q4: 1,082,349 shares 1,082,349 $47.3M 9.85% +64,136 Timeline IDUB ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 411,987 shares; 2024Q4: 531,717 shares; 2025Q1: 898,319 shares; 2025Q2: 978,518 shares; 2025Q3: 1,002,076 shares; 2025Q4: 1,038,418 shares 1,038,418 $25.3M 5.26% +36,342 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: 23,277 shares; 2024Q4: 20,946 shares; 2025Q1: 9,699 shares; 2025Q2: 33,783 shares; 2025Q3: 38,377 shares; 2025Q4: 35,148 shares 35,148 $24.1M 5.01% -3,229 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: 35,252 shares; 2024Q4: 96,944 shares; 2025Q1: 313,782 shares; 2025Q2: 329,595 shares; 2025Q3: 329,374 shares; 2025Q4: 340,615 shares 340,615 $21.3M 4.43% +11,241 Timeline DRSK ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 372,250 shares; 2024Q4: 494,580 shares; 2025Q1: 528,572 shares; 2025Q2: 567,477 shares; 2025Q3: 604,699 shares; 2025Q4: 657,299 shares 657,299 $18.7M 3.9% +52,600 Timeline OSCV ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 195,502 shares; 2024Q4: 288,169 shares; 2025Q1: 435,496 shares; 2025Q2: 467,230 shares; 2025Q3: 476,452 shares; 2025Q4: 486,401 shares 486,401 $18M 3.75% +9,949 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: 54,286 shares; 2024Q4: 59,715 shares; 2025Q1: 67,074 shares; 2025Q2: 72,839 shares; 2025Q3: 73,989 shares; 2025Q4: 78,504 shares 78,504 $15M 3.13% +4,515 Timeline ADME ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,109 shares; 2024Q4: 166,592 shares; 2025Q1: 248,425 shares; 2025Q2: 258,829 shares; 2025Q3: 270,528 shares; 2025Q4: 284,527 shares 284,527 $14.6M 3.04% +13,999 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: 58,626 shares; 2024Q4: 65,147 shares; 2025Q1: 68,421 shares; 2025Q2: 76,417 shares; 2025Q3: 78,504 shares; 2025Q4: 78,147 shares 78,147 $14.6M 3.03% -357 Timeline UPSD ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 373,096 shares; 2025Q2: 491,641 shares; 2025Q3: 500,246 shares; 2025Q4: 528,350 shares 528,350 $14.1M 2.95% +28,104 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: 20,973 shares; 2024Q4: 42,530 shares; 2025Q1: 148,755 shares; 2025Q2: 144,192 shares; 2025Q3: 145,733 shares; 2025Q4: 157,833 shares 157,833 $12.7M 2.64% +12,100 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: 30,217 shares; 2024Q4: 64,437 shares; 2025Q1: 188,919 shares; 2025Q2: 198,599 shares; 2025Q3: 198,266 shares; 2025Q4: 199,871 shares 199,871 $10.7M 2.24% +1,605 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: 16,604 shares; 2024Q4: 17,060 shares; 2025Q1: 17,318 shares; 2025Q2: 17,422 shares; 2025Q3: 16,499 shares; 2025Q4: 16,023 shares 16,023 $7.75M 1.61% -476 Timeline DUBS ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202,581 shares; 2024Q4: 121,192 shares; 2025Q1: 193,172 shares; 2025Q2: 186,149 shares; 2025Q3: 191,254 shares; 2025Q4: 202,430 shares 202,430 $7.63M 1.59% +11,176 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: 168,355 shares; 2024Q4: 146,801 shares; 2025Q1: 47,435 shares; 2025Q2: 50,709 shares; 2025Q3: 68,874 shares; 2025Q4: 77,020 shares 77,020 $6.89M 1.43% +8,146 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: 32,627 shares; 2024Q4: 30,472 shares; 2025Q1: 30,129 shares; 2025Q2: 102,380 shares; 2025Q3: 111,973 shares; 2025Q4: 101,469 shares 101,469 $6.7M 1.39% -10,504 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,966 shares; 2024Q4: 26,607 shares; 2025Q1: 27,948 shares; 2025Q2: 29,330 shares; 2025Q3: 29,046 shares; 2025Q4: 28,888 shares 28,888 $6.67M 1.39% -158 Timeline DEFR ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 197,675 shares; 2025Q3: 218,343 shares; 2025Q4: 245,294 shares 245,294 $6.55M 1.36% +26,951 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: 28,476 shares; 2024Q4: 27,135 shares; 2025Q1: 22,915 shares; 2025Q2: 25,440 shares; 2025Q3: 25,090 shares; 2025Q4: 23,059 shares 23,059 $6.27M 1.3% -2,031 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: 10,734 shares; 2024Q4: 11,963 shares; 2025Q1: 14,928 shares; 2025Q2: 16,981 shares; 2025Q3: 16,597 shares; 2025Q4: 15,838 shares 15,838 $5.1M 1.06% -759 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,071 shares; 2024Q4: 1,320 shares; 2025Q1: 985 shares; 2025Q2: 44,045 shares; 2025Q3: 53,424 shares; 2025Q4: 46,399 shares 46,399 $4.63M 0.96% -7,025 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: 19,291 shares; 2024Q4: 18,504 shares; 2025Q1: 14,182 shares; 2025Q2: 15,979 shares; 2025Q3: 15,885 shares; 2025Q4: 14,788 shares 14,788 $4.63M 0.96% -1,097 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,312 shares; 2025Q1: not reported; 2025Q2: 47,720 shares; 2025Q3: 54,712 shares; 2025Q4: 52,264 shares 52,264 $4.42M 0.92% -2,448 Timeline IUSB 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: 84,037 shares; 2024Q4: 52,043 shares; 2025Q1: 13,740 shares; 2025Q2: 6,413 shares; 2025Q3: 54,024 shares; 2025Q4: 93,826 shares 93,826 $4.37M 0.91% +39,802 Timeline JUCY ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149,795 shares; 2024Q4: 208,210 shares; 2025Q1: 242,306 shares; 2025Q2: 179,976 shares; 2025Q3: 187,855 shares; 2025Q4: 189,046 shares 189,046 $4.2M 0.87% +1,191 Timeline RNST RENASANT CORP More: the full row for RENASANT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,752 shares; 2024Q4: 99,999 shares; 2025Q1: 100,857 shares; 2025Q2: 103,498 shares; 2025Q3: 113,572 shares; 2025Q4: 113,482 shares 113,482 $4M 0.83% -90 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: 9,655 shares; 2024Q4: 9,976 shares; 2025Q1: 11,800 shares; 2025Q2: 11,189 shares; 2025Q3: 10,822 shares; 2025Q4: 10,649 shares 10,649 $3.73M 0.78% -173 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: 10,068 shares; 2024Q4: 9,134 shares; 2025Q1: 8,636 shares; 2025Q2: 7,324 shares; 2025Q3: 6,888 shares; 2025Q4: 7,217 shares 7,217 $3.42M 0.71% +329 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,748 shares; 2024Q4: 3,673 shares; 2025Q1: 2,946 shares; 2025Q2: 3,264 shares; 2025Q3: 3,230 shares; 2025Q4: 4,964 shares 4,964 $3.28M 0.68% +1,734 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: 58,163 shares; 2024Q4: 44,105 shares; 2025Q1: 20,009 shares; 2025Q2: 28,053 shares; 2025Q3: 28,397 shares; 2025Q4: 26,554 shares 26,554 $3.19M 0.66% -1,843 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: 96,432 shares; 2024Q4: 84,777 shares; 2025Q1: 28,231 shares; 2025Q2: 30,430 shares; 2025Q3: 40,444 shares; 2025Q4: 47,460 shares 47,460 $3.19M 0.66% +7,016 Timeline HELO 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: 92,284 shares; 2024Q4: 43,949 shares; 2025Q1: 43,785 shares; 2025Q2: 76,084 shares; 2025Q3: 76,148 shares; 2025Q4: 43,940 shares 43,940 $2.92M 0.61% -32,208 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: 52,487 shares; 2024Q4: 50,139 shares; 2025Q1: 45,011 shares; 2025Q2: 27,829 shares; 2025Q3: 24,552 shares; 2025Q4: 23,048 shares 23,048 $2.84M 0.59% -1,504 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: 27,592 shares; 2024Q4: 28,118 shares; 2025Q1: 32,771 shares; 2025Q2: 24,000 shares; 2025Q3: 23,287 shares; 2025Q4: 23,452 shares 23,452 $2.61M 0.54% +165 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,669 shares; 2024Q4: 4,456 shares; 2025Q1: 6,656 shares; 2025Q2: 6,286 shares; 2025Q3: 6,240 shares; 2025Q4: 5,988 shares 5,988 $2.53M 0.53% -252 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: 1,834 shares; 2024Q4: 2,124 shares; 2025Q1: 2,084 shares; 2025Q2: 3,730 shares; 2025Q3: 3,400 shares; 2025Q4: 3,404 shares 3,404 $2.32M 0.48% +4 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,816 shares; 2024Q4: 2,661 shares; 2025Q1: 2,661 shares; 2025Q2: 2,661 shares; 2025Q3: 2,619 shares; 2025Q4: 15,821 shares 15,821 $2.14M 0.45% +13,202 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,921 shares; 2024Q4: 246,148 shares; 2025Q1: 75,998 shares; 2025Q2: 63,981 shares; 2025Q3: 64,754 shares; 2025Q4: 65,028 shares 65,028 $2.12M 0.44% +274 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: 11,236 shares; 2024Q4: 8,091 shares; 2025Q1: 6,509 shares; 2025Q2: 6,277 shares; 2025Q3: 6,275 shares; 2025Q4: 6,115 shares 6,115 $2.12M 0.44% -160 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: 9,129 shares; 2024Q4: 19,426 shares; 2025Q1: 8,589 shares; 2025Q2: 7,440 shares; 2025Q3: 7,023 shares; 2025Q4: 9,836 shares 9,836 $2.07M 0.43% +2,813 Timeline ISTB 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: 39,970 shares; 2025Q3: 52,509 shares; 2025Q4: 42,030 shares 42,030 $2.05M 0.43% -10,479 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: 15,825 shares; 2024Q4: 16,133 shares; 2025Q1: 13,916 shares; 2025Q2: 19,409 shares; 2025Q3: 18,865 shares; 2025Q4: 16,532 shares 16,532 $1.99M 0.41% -2,333 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,025 shares; 2024Q4: 22,264 shares; 2025Q1: 20,160 shares; 2025Q2: 12,914 shares; 2025Q3: 9,651 shares; 2025Q4: 9,361 shares 9,361 $1.99M 0.41% -290 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: 4,090 shares; 2024Q4: 4,087 shares; 2025Q1: 4,061 shares; 2025Q2: 4,061 shares; 2025Q3: 4,062 shares; 2025Q4: 4,063 shares 4,063 $1.98M 0.41% +1 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: 1,068 shares; 2024Q4: 958 shares; 2025Q1: 1,077 shares; 2025Q2: 2,537 shares; 2025Q3: 2,488 shares; 2025Q4: 12,094 shares 12,094 $1.85M 0.39% +9,606 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: 5,877 shares; 2024Q4: 5,877 shares; 2025Q1: 5,938 shares; 2025Q2: 5,912 shares; 2025Q3: 5,904 shares; 2025Q4: 5,895 shares 5,895 $1.85M 0.39% -9 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,440 shares; 2024Q4: 5,831 shares; 2025Q1: 8,829 shares; 2025Q2: 8,538 shares; 2025Q3: 8,426 shares; 2025Q4: 8,105 shares 8,105 $1.81M 0.38% -321 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: 4,706 shares; 2024Q4: 5,813 shares; 2025Q1: 8,587 shares; 2025Q2: 8,155 shares; 2025Q3: 8,212 shares; 2025Q4: 7,872 shares 7,872 $1.79M 0.37% -340 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,417 shares; 2024Q4: 6,581 shares; 2025Q1: 11,345 shares; 2025Q2: 11,443 shares; 2025Q3: 11,622 shares; 2025Q4: 10,986 shares 10,986 $1.65M 0.34% -636 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,072 shares; 2024Q4: 33,072 shares; 2025Q1: 24,184 shares; 2025Q2: 24,184 shares; 2025Q3: 24,184 shares; 2025Q4: 24,184 shares 24,184 $1.65M 0.34% 0 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: 4,891 shares; 2024Q4: 6,164 shares; 2025Q1: 10,494 shares; 2025Q2: 9,694 shares; 2025Q3: 9,463 shares; 2025Q4: 8,991 shares 8,991 $1.58M 0.33% -472 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: 2,687 shares; 2024Q4: 2,676 shares; 2025Q1: 2,061 shares; 2025Q2: 3,135 shares; 2025Q3: 3,228 shares; 2025Q4: 2,696 shares 2,696 $1.56M 0.33% -532 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: 7,502 shares; 2024Q4: 5,163 shares; 2025Q1: 2,929 shares; 2025Q2: 13,315 shares; 2025Q3: 14,829 shares; 2025Q4: 14,214 shares 14,214 $1.5M 0.31% -615 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: 19,330 shares; 2024Q4: 20,060 shares; 2025Q1: 15,154 shares; 2025Q2: 20,163 shares; 2025Q3: 20,734 shares; 2025Q4: 18,455 shares 18,455 $1.48M 0.31% -2,279 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: 15,129 shares; 2024Q4: 13,182 shares; 2025Q1: 13,279 shares; 2025Q2: 15,025 shares; 2025Q3: 21,159 shares; 2025Q4: 20,879 shares 20,879 $1.46M 0.3% -280 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,450 shares; 2024Q4: 6,578 shares; 2025Q1: 6,435 shares; 2025Q2: 6,104 shares; 2025Q3: 6,039 shares; 2025Q4: 5,502 shares 5,502 $1.46M 0.3% -537 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,068 shares; 2024Q4: 26,074 shares; 2025Q1: 38,756 shares; 2025Q2: 37,231 shares; 2025Q3: 36,915 shares; 2025Q4: 36,171 shares 36,171 $1.42M 0.29% -744 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,564 shares; 2024Q4: 2,086 shares; 2025Q1: 3,572 shares; 2025Q2: 3,500 shares; 2025Q3: 3,614 shares; 2025Q4: 3,277 shares 3,277 $1.4M 0.29% -337 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,021 shares; 2024Q4: 4,714 shares; 2025Q1: 4,663 shares; 2025Q2: 8,144 shares; 2025Q3: 7,710 shares; 2025Q4: 7,336 shares 7,336 $1.35M 0.28% -374 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,126 shares; 2024Q4: 2,684 shares; 2025Q1: 2,730 shares; 2025Q2: 4,421 shares; 2025Q3: 4,421 shares; 2025Q4: 3,985 shares 3,985 $1.34M 0.28% -436 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37 shares; 2024Q4: 37 shares; 2025Q1: 105 shares; 2025Q2: 14,617 shares; 2025Q3: 14,672 shares; 2025Q4: 13,223 shares 13,223 $1.32M 0.27% -1,449 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: 8,829 shares; 2024Q4: 8,829 shares; 2025Q1: 12,139 shares; 2025Q2: 26,617 shares; 2025Q3: 26,647 shares; 2025Q4: 23,706 shares 23,706 $1.3M 0.27% -2,941 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: 2,123 shares; 2024Q4: 2,126 shares; 2025Q1: 2,049 shares; 2025Q2: 2,069 shares; 2025Q3: 2,032 shares; 2025Q4: 1,985 shares 1,985 $1.24M 0.26% -47 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,879 shares; 2024Q4: 2,855 shares; 2025Q1: 1,748 shares; 2025Q2: 5,263 shares; 2025Q3: 4,993 shares; 2025Q4: 4,635 shares 4,635 $1.24M 0.26% -358 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: 10,609 shares; 2024Q4: 11,214 shares; 2025Q1: 9,300 shares; 2025Q2: 5,993 shares; 2025Q3: 6,003 shares; 2025Q4: 5,419 shares 5,419 $1.24M 0.26% -584 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,393 shares; 2025Q3: 23,359 shares; 2025Q4: 23,623 shares 23,623 $1.19M 0.25% +264 Timeline IAGG 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: 19,116 shares; 2025Q3: 22,709 shares; 2025Q4: 23,463 shares 23,463 $1.17M 0.24% +754 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,449 shares; 2024Q4: 6,161 shares; 2025Q1: 6,011 shares; 2025Q2: 5,977 shares; 2025Q3: 8,398 shares; 2025Q4: 8,095 shares 8,095 $1.17M 0.24% -303 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: 394 shares; 2024Q4: 339 shares; 2025Q1: 398 shares; 2025Q2: 7,095 shares; 2025Q3: 7,390 shares; 2025Q4: 6,823 shares 6,823 $1.17M 0.24% -567 Timeline SFBS SERVISFIRST BANCSHARES INC More: the full row for SERVISFIRST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,900 shares; 2024Q4: 15,900 shares; 2025Q1: 15,900 shares; 2025Q2: 15,900 shares; 2025Q3: 15,900 shares; 2025Q4: 15,900 shares 15,900 $1.14M 0.24% 0 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: not reported; 2024Q4: not reported; 2025Q1: 2,100 shares; 2025Q2: 26,112 shares; 2025Q3: 27,312 shares; 2025Q4: 24,229 shares 24,229 $1.13M 0.24% -3,083 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: not reported; 2025Q1: 350 shares; 2025Q2: 27,325 shares; 2025Q3: 30,882 shares; 2025Q4: 29,495 shares 29,495 $1.13M 0.24% -1,387 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,003 shares; 2025Q3: 21,041 shares; 2025Q4: 22,345 shares 22,345 $1.13M 0.24% +1,304 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,599 shares; 2024Q4: 1,577 shares; 2025Q1: 1,544 shares; 2025Q2: 1,544 shares; 2025Q3: 5,383 shares; 2025Q4: 5,681 shares 5,681 $1.11M 0.23% +298 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: 28 shares; 2024Q4: 28 shares; 2025Q1: 28 shares; 2025Q2: 28 shares; 2025Q3: 3,668 shares; 2025Q4: 3,668 shares 3,668 $1.06M 0.22% 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: 334 shares; 2024Q4: 334 shares; 2025Q1: 334 shares; 2025Q2: 29,633 shares; 2025Q3: 31,522 shares; 2025Q4: 32,805 shares 32,805 $1.05M 0.22% +1,283 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,075 shares; 2024Q4: 10,161 shares; 2025Q1: 10,123 shares; 2025Q2: 10,087 shares; 2025Q3: 10,109 shares; 2025Q4: 10,088 shares 10,088 $1.05M 0.22% -21 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: 21,920 shares; 2024Q4: 20,948 shares; 2025Q1: 19,744 shares; 2025Q2: 14,347 shares; 2025Q3: 12,819 shares; 2025Q4: 10,187 shares 10,187 $987K 0.21% -2,632 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: 7,441 shares; 2024Q4: 7,441 shares; 2025Q1: 7,441 shares; 2025Q2: 7,441 shares; 2025Q3: 6,896 shares; 2025Q4: 6,847 shares 6,847 $966K 0.2% -49 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: 15,227 shares; 2024Q4: 14,871 shares; 2025Q1: 14,017 shares; 2025Q2: 9,767 shares; 2025Q3: 8,568 shares; 2025Q4: 7,273 shares 7,273 $957K 0.2% -1,295 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32 shares; 2024Q4: 32 shares; 2025Q1: 32 shares; 2025Q2: 9,267 shares; 2025Q3: 9,511 shares; 2025Q4: 9,025 shares 9,025 $950K 0.2% -486 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: 7,444 shares; 2024Q4: 6,765 shares; 2025Q1: 6,783 shares; 2025Q2: 4,911 shares; 2025Q3: 4,907 shares; 2025Q4: 5,831 shares 5,831 $935K 0.19% +924 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,670 shares; 2024Q4: 5,139 shares; 2025Q1: 6,116 shares; 2025Q2: 5,904 shares; 2025Q3: 6,217 shares; 2025Q4: 5,820 shares 5,820 $887K 0.18% -397 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: 65 shares; 2024Q4: 56 shares; 2025Q1: 181 shares; 2025Q2: 6,929 shares; 2025Q3: 7,922 shares; 2025Q4: 8,401 shares 8,401 $882K 0.18% +479 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18 shares; 2024Q4: 18 shares; 2025Q1: 25 shares; 2025Q2: 20 shares; 2025Q3: 4,452 shares; 2025Q4: 4,205 shares 4,205 $874K 0.18% -247 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: 1,805 shares; 2024Q4: 1,036 shares; 2025Q1: 1,662 shares; 2025Q2: 11,203 shares; 2025Q3: 11,456 shares; 2025Q4: 8,344 shares 8,344 $828K 0.17% -3,112 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 7,500 shares; 2025Q3: 7,500 shares; 2025Q4: 7,500 shares 7,500 $805K 0.17% 0 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: 1,432 shares; 2024Q4: 1,356 shares; 2025Q1: 3,164 shares; 2025Q2: 8,852 shares; 2025Q3: 9,369 shares; 2025Q4: 8,133 shares 8,133 $795K 0.17% -1,236 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: 510 shares; 2024Q4: 2,025 shares; 2025Q1: 1,588 shares; 2025Q2: 1,789 shares; 2025Q3: 1,783 shares; 2025Q4: 1,712 shares 1,712 $770K 0.16% -71 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,009 shares; 2025Q3: 13,241 shares; 2025Q4: 13,290 shares 13,290 $770K 0.16% +49 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,428 shares; 2024Q4: 4,413 shares; 2025Q1: 5,824 shares; 2025Q2: 3,152 shares; 2025Q3: 2,603 shares; 2025Q4: 2,318 shares 2,318 $765K 0.16% -285 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 871 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,323 shares 8,323 $757K 0.16% new Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,976 shares; 2024Q4: 6,939 shares; 2025Q1: 4,775 shares; 2025Q2: 4,291 shares; 2025Q3: 4,910 shares; 2025Q4: 3,654 shares 3,654 $756K 0.16% -1,256 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,882 shares; 2024Q4: 1,826 shares; 2025Q1: 1,787 shares; 2025Q2: 833 shares; 2025Q3: 677 shares; 2025Q4: 684 shares 684 $735K 0.15% +7 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,983 shares; 2025Q3: 16,635 shares; 2025Q4: 14,482 shares 14,482 $733K 0.15% -2,153 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,387 shares; 2024Q4: 13,175 shares; 2025Q1: 12,419 shares; 2025Q2: 11,947 shares; 2025Q3: 7,797 shares; 2025Q4: 6,429 shares 6,429 $731K 0.15% -1,368 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,584 shares; 2024Q4: 6,584 shares; 2025Q1: 6,584 shares; 2025Q2: 6,584 shares; 2025Q3: 6,584 shares; 2025Q4: 12,331 shares 12,331 $706K 0.15% +5,747 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,181 shares; 2024Q4: 1,089 shares; 2025Q1: 1,208 shares; 2025Q2: 1,102 shares; 2025Q3: 1,105 shares; 2025Q4: 1,105 shares 1,105 $679K 0.14% 0 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,903 shares; 2024Q4: 10,419 shares; 2025Q1: 9,795 shares; 2025Q2: 9,411 shares; 2025Q3: 5,987 shares; 2025Q4: 4,775 shares 4,775 $674K 0.14% -1,212 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,804 shares; 2024Q4: 11,443 shares; 2025Q1: 11,973 shares; 2025Q2: 11,036 shares; 2025Q3: 12,714 shares; 2025Q4: 12,607 shares 12,607 $673K 0.14% -107 Timeline SMLF 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: 8,852 shares; 2025Q3: 8,881 shares; 2025Q4: 8,909 shares 8,909 $667K 0.14% +28 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: 12,018 shares; 2024Q4: 7,588 shares; 2025Q1: 13,204 shares; 2025Q2: 56,683 shares; 2025Q3: 64,446 shares; 2025Q4: 26,713 shares 26,713 $665K 0.14% -37,733 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,093 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,773 shares 1,773 $662K 0.14% new Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,605 shares; 2024Q4: 2,948 shares; 2025Q1: 2,907 shares; 2025Q2: 2,949 shares; 2025Q3: 1,697 shares; 2025Q4: 1,924 shares 1,924 $662K 0.14% +227 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: 8,675 shares; 2024Q4: 5,156 shares; 2025Q1: 6,122 shares; 2025Q2: 4,048 shares; 2025Q3: 5,080 shares; 2025Q4: 5,053 shares 5,053 $645K 0.13% -27 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,402 shares; 2024Q4: 14,213 shares; 2025Q1: 9,554 shares; 2025Q2: 4,449 shares; 2025Q3: 3,381 shares; 2025Q4: 4,572 shares 4,572 $626K 0.13% +1,191 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,672 shares; 2024Q4: 2,477 shares; 2025Q1: 2,338 shares; 2025Q2: 2,900 shares; 2025Q3: 2,910 shares; 2025Q4: 2,901 shares 2,901 $606K 0.13% -9 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,050 shares; 2024Q4: 1,925 shares; 2025Q1: 1,929 shares; 2025Q2: 2,064 shares; 2025Q3: 2,077 shares; 2025Q4: 1,850 shares 1,850 $606K 0.13% -227 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: 5,408 shares; 2024Q4: 4,854 shares; 2025Q1: 3,420 shares; 2025Q2: 3,739 shares; 2025Q3: 4,496 shares; 2025Q4: 4,149 shares 4,149 $595K 0.12% -347 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,470 shares; 2024Q4: 12,468 shares; 2025Q1: 11,470 shares; 2025Q2: 4,273 shares; 2025Q3: 3,129 shares; 2025Q4: 4,118 shares 4,118 $581K 0.12% +989 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: 5,396 shares; 2024Q4: 3,944 shares; 2025Q1: 3,818 shares; 2025Q2: 3,204 shares; 2025Q3: 3,171 shares; 2025Q4: 3,152 shares 3,152 $578K 0.12% -19 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,896 shares; 2024Q4: 5,467 shares; 2025Q1: 7,466 shares; 2025Q2: 7,331 shares; 2025Q3: 7,426 shares; 2025Q4: 7,464 shares 7,464 $577K 0.12% +38 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: 938 shares; 2024Q4: 1,056 shares; 2025Q1: 1,045 shares; 2025Q2: 672 shares; 2025Q3: 667 shares; 2025Q4: 665 shares 665 $573K 0.12% -2 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE 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: 1,218 shares; 2025Q3: 1,218 shares; 2025Q4: 1,216 shares 1,216 $568K 0.12% -2 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: 5,251 shares; 2024Q4: 5,027 shares; 2025Q1: 3,980 shares; 2025Q2: 4,672 shares; 2025Q3: 7,297 shares; 2025Q4: 6,501 shares 6,501 $567K 0.12% -796 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: 528 shares; 2024Q4: 544 shares; 2025Q1: 536 shares; 2025Q2: 536 shares; 2025Q3: 531 shares; 2025Q4: 528 shares 528 $565K 0.12% -3 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: 19,176 shares; 2024Q4: 14,551 shares; 2025Q1: 16,280 shares; 2025Q2: 15,113 shares; 2025Q3: 17,865 shares; 2025Q4: 13,337 shares 13,337 $543K 0.11% -4,528 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: 14,433 shares; 2024Q4: 12,902 shares; 2025Q1: 13,057 shares; 2025Q2: 11,212 shares; 2025Q3: 11,328 shares; 2025Q4: 11,315 shares 11,315 $541K 0.11% -13 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: 8,219 shares; 2024Q4: 8,219 shares; 2025Q1: 7,931 shares; 2025Q2: 7,655 shares; 2025Q3: 7,463 shares; 2025Q4: 7,001 shares 7,001 $539K 0.11% -462 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: 10,480 shares; 2024Q4: 7,477 shares; 2025Q1: 9,587 shares; 2025Q2: 9,029 shares; 2025Q3: 10,606 shares; 2025Q4: 10,889 shares 10,889 $536K 0.11% +283 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,530 shares; 2024Q4: 738 shares; 2025Q1: 65 shares; 2025Q2: 8,357 shares; 2025Q3: 9,060 shares; 2025Q4: 9,182 shares 9,182 $520K 0.11% +122 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: 634 shares; 2024Q4: 540 shares; 2025Q1: 488 shares; 2025Q2: 511 shares; 2025Q3: 543 shares; 2025Q4: 5,444 shares 5,444 $510K 0.11% +4,901 Timeline JGRO 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: 5,107 shares; 2024Q4: 5,107 shares; 2025Q1: 5,107 shares; 2025Q2: 5,107 shares; 2025Q3: 5,107 shares; 2025Q4: 5,107 shares 5,107 $474K 0.1% 0 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: 4,467 shares; 2024Q4: 4,027 shares; 2025Q1: 3,957 shares; 2025Q2: 3,813 shares; 2025Q3: 3,871 shares; 2025Q4: 3,833 shares 3,833 $449K 0.09% -38 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: 2,874 shares; 2024Q4: 2,752 shares; 2025Q1: 2,096 shares; 2025Q2: 10,240 shares; 2025Q3: 10,324 shares; 2025Q4: 8,797 shares 8,797 $431K 0.09% -1,527 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: 3,333 shares; 2024Q4: 20,291 shares; 2025Q1: 4,360 shares; 2025Q2: 4,362 shares; 2025Q3: 4,362 shares; 2025Q4: 4,431 shares 4,431 $426K 0.09% +69 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,485 shares; 2024Q4: 15,342 shares; 2025Q1: 15,417 shares; 2025Q2: 3,707 shares; 2025Q3: 4,820 shares; 2025Q4: 3,850 shares 3,850 $412K 0.09% -970 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: 6,611 shares; 2024Q4: 6,192 shares; 2025Q1: 6,029 shares; 2025Q2: 6,007 shares; 2025Q3: 5,988 shares; 2025Q4: 5,469 shares 5,469 $404K 0.08% -519 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,762 shares 13,762 $403K 0.08% new Timeline JHSC JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,181 shares; 2025Q3: 10,359 shares; 2025Q4: 9,589 shares 9,589 $403K 0.08% -770 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,463 shares; 2024Q4: 6,241 shares; 2025Q1: 9,863 shares; 2025Q2: 9,780 shares; 2025Q3: 9,811 shares; 2025Q4: 8,257 shares 8,257 $400K 0.08% -1,554 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,938 shares; 2024Q4: 2,212 shares; 2025Q1: 1,479 shares; 2025Q2: 1,454 shares; 2025Q3: 1,451 shares; 2025Q4: 701 shares 701 $397K 0.08% -750 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: 3,062 shares; 2024Q4: 2,928 shares; 2025Q1: 2,545 shares; 2025Q2: 1,431 shares; 2025Q3: 1,431 shares; 2025Q4: 3,487 shares 3,487 $391K 0.08% +2,056 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY 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: 3,192 shares; 2025Q2: 7,360 shares; 2025Q3: 8,495 shares; 2025Q4: 8,382 shares 8,382 $375K 0.08% -113 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: 1,167 shares; 2024Q4: 1,193 shares; 2025Q1: 1,283 shares; 2025Q2: 1,181 shares; 2025Q3: 1,701 shares; 2025Q4: 1,909 shares 1,909 $372K 0.08% +208 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: 12 shares; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 48 shares; 2025Q3: 689 shares; 2025Q4: 1,357 shares 1,357 $371K 0.08% +668 Timeline SUB 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: 5,770 shares; 2024Q4: 4,440 shares; 2025Q1: 4,440 shares; 2025Q2: 4,055 shares; 2025Q3: 3,414 shares; 2025Q4: 3,443 shares 3,443 $367K 0.08% +29 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,412 shares; 2024Q4: 8,233 shares; 2025Q1: 6,953 shares; 2025Q2: 6,663 shares; 2025Q3: 6,665 shares; 2025Q4: 6,590 shares 6,590 $363K 0.08% -75 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,230 shares; 2024Q4: 4,423 shares; 2025Q1: 5,527 shares; 2025Q2: 6,145 shares; 2025Q3: 6,175 shares; 2025Q4: 6,177 shares 6,177 $348K 0.07% +2 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: 1,130 shares; 2024Q4: 1,130 shares; 2025Q1: 1,148 shares; 2025Q2: 1,148 shares; 2025Q3: 1,148 shares; 2025Q4: 2,001 shares 2,001 $347K 0.07% +853 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: 864 shares; 2024Q4: 837 shares; 2025Q1: 808 shares; 2025Q2: 805 shares; 2025Q3: 712 shares; 2025Q4: 691 shares 691 $339K 0.07% -21 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,049 shares; 2024Q4: 1,042 shares; 2025Q1: 1,042 shares; 2025Q2: 1,042 shares; 2025Q3: 1,042 shares; 2025Q4: 992 shares 992 $334K 0.07% -50 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: 880 shares; 2024Q4: 804 shares; 2025Q1: 786 shares; 2025Q2: 1,069 shares; 2025Q3: 1,019 shares; 2025Q4: 1,087 shares 1,087 $330K 0.07% +68 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,008 shares; 2025Q1: 2,008 shares; 2025Q2: 2,008 shares; 2025Q3: 2,008 shares; 2025Q4: 2,008 shares 2,008 $323K 0.07% 0 Timeline PJT PJT PARTNERS INC More: the full row for PJT PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,900 shares; 2024Q4: 1,900 shares; 2025Q1: 1,900 shares; 2025Q2: 1,900 shares; 2025Q3: 1,900 shares; 2025Q4: 1,900 shares 1,900 $318K 0.07% 0 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: 1,670 shares; 2024Q4: 2,206 shares; 2025Q1: 1,473 shares; 2025Q2: 1,646 shares; 2025Q3: 1,602 shares; 2025Q4: 736 shares 736 $314K 0.07% -866 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: 4,458 shares; 2024Q4: 4,327 shares; 2025Q1: 2,065 shares; 2025Q2: 1,894 shares; 2025Q3: 1,810 shares; 2025Q4: 2,183 shares 2,183 $313K 0.07% +373 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,209 shares; 2024Q4: 1,210 shares; 2025Q1: 1,194 shares; 2025Q2: 1,194 shares; 2025Q3: 1,249 shares; 2025Q4: 1,197 shares 1,197 $310K 0.06% -52 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: 3,660 shares; 2024Q4: 3,248 shares; 2025Q1: 2,963 shares; 2025Q2: 2,989 shares; 2025Q3: 1,745 shares; 2025Q4: 1,714 shares 1,714 $304K 0.06% -31 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: 4,057 shares; 2024Q4: 4,098 shares; 2025Q1: 4,055 shares; 2025Q2: 1,402 shares; 2025Q3: 900 shares; 2025Q4: 948 shares 948 $302K 0.06% +48 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,519 shares; 2024Q4: 85,519 shares; 2025Q1: 84,719 shares; 2025Q2: 64,484 shares; 2025Q3: 34,751 shares; 2025Q4: 24,000 shares 24,000 $302K 0.06% -10,751 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: 903 shares; 2024Q4: 1,215 shares; 2025Q1: 903 shares; 2025Q2: 750 shares; 2025Q3: 216 shares; 2025Q4: 1,196 shares 1,196 $294K 0.06% +980 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: 10,291 shares; 2024Q4: 11,548 shares; 2025Q1: 9,611 shares; 2025Q2: 4,413 shares; 2025Q3: 4,556 shares; 2025Q4: 3,492 shares 3,492 $294K 0.06% -1,064 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: 2,215 shares; 2024Q4: 2,040 shares; 2025Q1: 1,053 shares; 2025Q2: 1,000 shares; 2025Q3: 972 shares; 2025Q4: 899 shares 899 $291K 0.06% -73 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,345 shares 4,345 $284K 0.06% new Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 329 shares; 2024Q4: 365 shares; 2025Q1: 276 shares; 2025Q2: 276 shares; 2025Q3: 555 shares; 2025Q4: 625 shares 625 $283K 0.06% +70 Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,515 shares; 2024Q4: 11,671 shares; 2025Q1: 15,943 shares; 2025Q2: 15,751 shares; 2025Q3: 40,000 shares; 2025Q4: 33,179 shares 33,179 $277K 0.06% -6,821 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: 2,840 shares; 2024Q4: 3,723 shares; 2025Q1: 2,545 shares; 2025Q2: 1,941 shares; 2025Q3: 1,150 shares; 2025Q4: 2,863 shares 2,863 $276K 0.06% +1,713 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 712 shares; 2024Q4: 716 shares; 2025Q1: 721 shares; 2025Q2: 618 shares; 2025Q3: 607 shares; 2025Q4: 592 shares 592 $276K 0.06% -15 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: 2,313 shares; 2024Q4: 2,503 shares; 2025Q1: 1,568 shares; 2025Q2: 542 shares; 2025Q3: 461 shares; 2025Q4: 481 shares 481 $275K 0.06% +20 Timeline CADE CADENCE BANK More: the full row for CADENCE BANK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,140 shares; 2024Q4: 8,188 shares; 2025Q1: 7,645 shares; 2025Q2: 6,409 shares; 2025Q3: 6,409 shares; 2025Q4: 6,409 shares 6,409 $275K 0.06% 0 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,824 shares; 2025Q1: 2,756 shares; 2025Q2: 2,750 shares; 2025Q3: 2,737 shares; 2025Q4: 2,103 shares 2,103 $273K 0.06% -634 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: 227 shares; 2024Q4: 219 shares; 2025Q1: 219 shares; 2025Q2: 219 shares; 2025Q3: 219 shares; 2025Q4: 224 shares 224 $272K 0.06% +5 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: 8,431 shares; 2024Q4: 6,941 shares; 2025Q1: 5,529 shares; 2025Q2: 3,445 shares; 2025Q3: 2,724 shares; 2025Q4: 2,190 shares 2,190 $269K 0.06% -534 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,644 shares; 2024Q4: 11,179 shares; 2025Q1: 11,147 shares; 2025Q2: 798 shares; 2025Q3: 798 shares; 2025Q4: 800 shares 800 $268K 0.06% +2 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 198 shares; 2024Q4: 193 shares; 2025Q1: 193 shares; 2025Q2: 2,895 shares; 2025Q3: 2,895 shares; 2025Q4: 2,895 shares 2,895 $264K 0.05% 0 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: 1,227 shares; 2024Q4: 1,228 shares; 2025Q1: 1,229 shares; 2025Q2: 1,229 shares; 2025Q3: 1,230 shares; 2025Q4: 1,232 shares 1,232 $261K 0.05% +2 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: 2,065 shares; 2024Q4: 1,866 shares; 2025Q1: 932 shares; 2025Q2: 769 shares; 2025Q3: 763 shares; 2025Q4: 732 shares 732 $256K 0.05% -31 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: 1,643 shares; 2024Q4: 1,648 shares; 2025Q1: 1,643 shares; 2025Q2: 1,616 shares; 2025Q3: 1,616 shares; 2025Q4: 1,659 shares 1,659 $256K 0.05% +43 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: 1,400 shares; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 891 shares; 2025Q3: 891 shares; 2025Q4: 912 shares 912 $247K 0.05% +21 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,627 shares; 2024Q4: 6,052 shares; 2025Q1: 4,802 shares; 2025Q2: 4,634 shares; 2025Q3: 4,634 shares; 2025Q4: 4,627 shares 4,627 $245K 0.05% -7 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,813 shares; 2024Q4: 10,311 shares; 2025Q1: 9,829 shares; 2025Q2: 9,780 shares; 2025Q3: 8,598 shares; 2025Q4: 8,733 shares 8,733 $245K 0.05% +135 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: 3,933 shares; 2024Q4: 3,211 shares; 2025Q1: 3,271 shares; 2025Q2: 3,094 shares; 2025Q3: 3,110 shares; 2025Q4: 2,118 shares 2,118 $244K 0.05% -992 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 233 shares; 2024Q4: 233 shares; 2025Q1: 271 shares; 2025Q2: 271 shares; 2025Q3: 271 shares; 2025Q4: 272 shares 272 $239K 0.05% +1 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,043 shares; 2024Q4: 2,494 shares; 2025Q1: 2,890 shares; 2025Q2: 2,943 shares; 2025Q3: 2,898 shares; 2025Q4: 2,864 shares 2,864 $234K 0.05% -34 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: 2,212 shares; 2024Q4: 2,297 shares; 2025Q1: 2,254 shares; 2025Q2: 2,075 shares; 2025Q3: 2,151 shares; 2025Q4: 2,209 shares 2,209 $233K 0.05% +58 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 234 shares; 2024Q4: 228 shares; 2025Q1: 224 shares; 2025Q2: 225 shares; 2025Q3: 214 shares; 2025Q4: 217 shares 217 $232K 0.05% +3 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 268 shares; 2024Q4: 310 shares; 2025Q1: 332 shares; 2025Q2: 345 shares; 2025Q3: 370 shares; 2025Q4: 350 shares 350 $232K 0.05% -20 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: 230 shares; 2024Q4: 226 shares; 2025Q1: 232 shares; 2025Q2: 226 shares; 2025Q3: 228 shares; 2025Q4: 227 shares 227 $229K 0.05% -1 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,505 shares; 2024Q4: 2,513 shares; 2025Q1: 2,521 shares; 2025Q2: 2,530 shares; 2025Q3: 2,537 shares; 2025Q4: 2,546 shares 2,546 $228K 0.05% +9 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 803 shares 803 $224K 0.05% +3 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,431 shares; 2024Q4: 3,213 shares; 2025Q1: 3,045 shares; 2025Q2: 3,029 shares; 2025Q3: 2,569 shares; 2025Q4: 2,429 shares 2,429 $222K 0.05% -140 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,551 shares; 2024Q4: 6,574 shares; 2025Q1: 6,456 shares; 2025Q2: 6,411 shares; 2025Q3: 6,386 shares; 2025Q4: 6,336 shares 6,336 $222K 0.05% -50 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,833 shares; 2025Q3: 4,602 shares; 2025Q4: 4,620 shares 4,620 $217K 0.05% +18 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,159 shares; 2024Q4: 3,027 shares; 2025Q1: 3,128 shares; 2025Q2: 3,115 shares; 2025Q3: 3,115 shares; 2025Q4: 4,700 shares 4,700 $216K 0.04% +1,585 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 218 shares; 2025Q3: 219 shares; 2025Q4: 847 shares 847 $214K 0.04% +628 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,170 shares; 2024Q4: 10,572 shares; 2025Q1: 8,386 shares; 2025Q2: 7,465 shares; 2025Q3: 5,172 shares; 2025Q4: 2,561 shares 2,561 $212K 0.04% -2,611 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,814 shares; 2024Q4: 8,862 shares; 2025Q1: 8,158 shares; 2025Q2: 8,222 shares; 2025Q3: 8,058 shares; 2025Q4: 8,240 shares 8,240 $211K 0.04% +182 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158 shares; 2024Q4: 383 shares; 2025Q1: 628 shares; 2025Q2: 614 shares; 2025Q3: 448 shares; 2025Q4: 449 shares 449 $211K 0.04% +1 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,019 shares; 2024Q4: 22,680 shares; 2025Q1: 21,265 shares; 2025Q2: 20,041 shares; 2025Q3: 20,046 shares; 2025Q4: 11,733 shares 11,733 $204K 0.04% -8,313 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 459 shares; 2024Q4: 432 shares; 2025Q1: 432 shares; 2025Q2: 397 shares; 2025Q3: 367 shares; 2025Q4: 367 shares 367 $203K 0.04% 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: 100 shares; 2024Q4: 100 shares; 2025Q1: 69 shares; 2025Q2: 69 shares; 2025Q3: 541 shares; 2025Q4: 546 shares 546 $202K 0.04% +5 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: 629 shares; 2024Q4: 440 shares; 2025Q1: 145 shares; 2025Q2: 1,702 shares; 2025Q3: 2,555 shares; 2025Q4: 2,001 shares 2,001 $202K 0.04% -554 Timeline BAP CREDICORP LTD More: the full row for CREDICORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 745 shares; 2024Q4: 716 shares; 2025Q1: 716 shares; 2025Q2: 714 shares; 2025Q3: 714 shares; 2025Q4: 699 shares 699 $201K 0.04% -15 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: 1,477 shares; 2024Q4: 1,410 shares; 2025Q1: 507 shares; 2025Q2: 410 shares; 2025Q3: 410 shares; 2025Q4: 405 shares 405 $196K 0.04% -5 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: 1,783 shares; 2024Q4: 1,816 shares; 2025Q1: 1,877 shares; 2025Q2: 1,858 shares; 2025Q3: 1,851 shares; 2025Q4: 2,523 shares 2,523 $196K 0.04% +672 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,198 shares; 2024Q4: 1,198 shares; 2025Q1: 1,405 shares; 2025Q2: 1,246 shares; 2025Q3: 1,246 shares; 2025Q4: 2,968 shares 2,968 $189K 0.04% +1,722 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,511 shares; 2024Q4: 1,445 shares; 2025Q1: 1,330 shares; 2025Q2: 1,330 shares; 2025Q3: 815 shares; 2025Q4: 817 shares 817 $189K 0.04% +2 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: 2,635 shares; 2024Q4: 2,127 shares; 2025Q1: 2,641 shares; 2025Q2: 2,570 shares; 2025Q3: 2,552 shares; 2025Q4: 2,187 shares 2,187 $189K 0.04% -365 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,362 shares; 2024Q4: 1,327 shares; 2025Q1: 567 shares; 2025Q2: 456 shares; 2025Q3: 401 shares; 2025Q4: 360 shares 360 $188K 0.04% -41 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 301 shares; 2024Q4: 291 shares; 2025Q1: 288 shares; 2025Q2: 308 shares; 2025Q3: 260 shares; 2025Q4: 302 shares 302 $185K 0.04% +42 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: 468 shares; 2025Q2: 623 shares; 2025Q3: 623 shares; 2025Q4: 624 shares 624 $181K 0.04% +1 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: 1,728 shares; 2024Q4: 1,695 shares; 2025Q1: 678 shares; 2025Q2: 653 shares; 2025Q3: 543 shares; 2025Q4: 510 shares 510 $179K 0.04% -33 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,098 shares; 2024Q4: 1,046 shares; 2025Q1: 776 shares; 2025Q2: 756 shares; 2025Q3: 742 shares; 2025Q4: 777 shares 777 $178K 0.04% +35 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,000 shares 3,000 $174K 0.04% new Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 718 shares; 2024Q4: 718 shares; 2025Q1: 733 shares; 2025Q2: 733 shares; 2025Q3: 733 shares; 2025Q4: 699 shares 699 $173K 0.04% -34 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: 223 shares; 2024Q4: 223 shares; 2025Q1: 224 shares; 2025Q2: 224 shares; 2025Q3: 224 shares; 2025Q4: 224 shares 224 $169K 0.04% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,482 shares; 2024Q4: 2,482 shares; 2025Q1: 2,532 shares; 2025Q2: 657 shares; 2025Q3: 657 shares; 2025Q4: 2,870 shares 2,870 $165K 0.03% +2,213 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: 466 shares; 2024Q4: 485 shares; 2025Q1: 480 shares; 2025Q2: 488 shares; 2025Q3: 486 shares; 2025Q4: 480 shares 480 $165K 0.03% -6 Timeline QGRO AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 673 shares; 2025Q3: 1,604 shares; 2025Q4: 1,429 shares 1,429 $164K 0.03% -175 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 932 shares; 2024Q4: 934 shares; 2025Q1: 935 shares; 2025Q2: 936 shares; 2025Q3: 938 shares; 2025Q4: 939 shares 939 $158K 0.03% +1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,055 shares; 2025Q3: 3,349 shares; 2025Q4: 3,365 shares 3,365 $158K 0.03% +16 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 388 shares; 2024Q4: 347 shares; 2025Q1: 347 shares; 2025Q2: 347 shares; 2025Q3: 347 shares; 2025Q4: 344 shares 344 $156K 0.03% -3 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: 94 shares; 2024Q4: 456 shares; 2025Q1: 467 shares; 2025Q2: 445 shares; 2025Q3: 433 shares; 2025Q4: 429 shares 429 $152K 0.03% -4 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,789 shares; 2024Q4: 1,676 shares; 2025Q1: 1,676 shares; 2025Q2: 1,671 shares; 2025Q3: 1,671 shares; 2025Q4: 1,640 shares 1,640 $149K 0.03% -31 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,087 shares; 2024Q4: 1,062 shares; 2025Q1: 1,062 shares; 2025Q2: 1,062 shares; 2025Q3: 944 shares; 2025Q4: 913 shares 913 $147K 0.03% -31 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 584 shares; 2025Q1: 729 shares; 2025Q2: 729 shares; 2025Q3: 996 shares; 2025Q4: 1,035 shares 1,035 $140K 0.03% +39 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 187 shares; 2024Q4: 187 shares; 2025Q1: 181 shares; 2025Q2: 177 shares; 2025Q3: 179 shares; 2025Q4: 183 shares 183 $140K 0.03% +4 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,217 shares; 2024Q4: 1,182 shares; 2025Q1: 736 shares; 2025Q2: 608 shares; 2025Q3: 597 shares; 2025Q4: 745 shares 745 $138K 0.03% +148 Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,753 shares; 2024Q4: not reported; 2025Q1: 3,485 shares; 2025Q2: 3,485 shares; 2025Q3: 3,485 shares; 2025Q4: 3,485 shares 3,485 $135K 0.03% 0 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 721 shares; 2024Q4: 642 shares; 2025Q1: 642 shares; 2025Q2: 619 shares; 2025Q3: 580 shares; 2025Q4: 601 shares 601 $134K 0.03% +21 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,938 shares; 2024Q4: 24,704 shares; 2025Q1: 25,952 shares; 2025Q2: 8,633 shares; 2025Q3: 5,682 shares; 2025Q4: 1,403 shares 1,403 $134K 0.03% -4,279 Timeline BDYN BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 4,960 shares; 2025Q4: 5,179 shares 5,179 $133K 0.03% +219 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: 355 shares; 2024Q4: 357 shares; 2025Q1: 359 shares; 2025Q2: 667 shares; 2025Q3: 670 shares; 2025Q4: 677 shares 677 $129K 0.03% +7 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 305 shares; 2024Q4: 279 shares; 2025Q1: 255 shares; 2025Q2: 445 shares; 2025Q3: 380 shares; 2025Q4: 395 shares 395 $128K 0.03% +15 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: 76 shares; 2024Q4: 86 shares; 2025Q1: 94 shares; 2025Q2: 94 shares; 2025Q3: 94 shares; 2025Q4: 250 shares 250 $128K 0.03% +156 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178 shares; 2024Q4: 163 shares; 2025Q1: 163 shares; 2025Q2: 184 shares; 2025Q3: 137 shares; 2025Q4: 140 shares 140 $127K 0.03% +3 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares 500 $126K 0.03% 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: 1,204 shares; 2024Q4: 1,186 shares; 2025Q1: 330 shares; 2025Q2: 301 shares; 2025Q3: 257 shares; 2025Q4: 250 shares 250 $126K 0.03% -7 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,869 shares; 2024Q4: 2,681 shares; 2025Q1: 2,636 shares; 2025Q2: 2,605 shares; 2025Q3: 1,907 shares; 2025Q4: 1,624 shares 1,624 $125K 0.03% -283 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: 8,073 shares; 2024Q4: 5,534 shares; 2025Q1: 4,916 shares; 2025Q2: 4,593 shares; 2025Q3: 4,549 shares; 2025Q4: 2,065 shares 2,065 $124K 0.03% -2,484 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: 1,212 shares; 2024Q4: 1,212 shares; 2025Q1: 1,012 shares; 2025Q2: 978 shares; 2025Q3: 1,015 shares; 2025Q4: 930 shares 930 $123K 0.03% -85 Timeline HYG 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: 2,139 shares; 2024Q4: 1,462 shares; 2025Q1: 1,462 shares; 2025Q2: 1,462 shares; 2025Q3: 1,462 shares; 2025Q4: 1,462 shares 1,462 $118K 0.02% 0 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: 269 shares; 2024Q4: 269 shares; 2025Q1: 219 shares; 2025Q2: 219 shares; 2025Q3: 1,008 shares; 2025Q4: 3,165 shares 3,165 $117K 0.02% +2,157 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 286 shares; 2024Q4: 273 shares; 2025Q1: 273 shares; 2025Q2: 273 shares; 2025Q3: 215 shares; 2025Q4: 208 shares 208 $117K 0.02% -7 Timeline BDVL BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 4,524 shares; 2025Q4: 4,572 shares 4,572 $113K 0.02% +48 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 727 shares; 2024Q4: 703 shares; 2025Q1: 687 shares; 2025Q2: 675 shares; 2025Q3: 602 shares; 2025Q4: 614 shares 614 $113K 0.02% +12 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: 574 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares 500 $112K 0.02% 0 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 688 shares; 2025Q1: 737 shares; 2025Q2: 663 shares; 2025Q3: 624 shares; 2025Q4: 844 shares 844 $111K 0.02% +220 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,467 shares; 2024Q4: 13,015 shares; 2025Q1: 10,869 shares; 2025Q2: 10,869 shares; 2025Q3: 10,869 shares; 2025Q4: 10,562 shares 10,562 $107K 0.02% -307 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 469 shares; 2024Q4: 469 shares; 2025Q1: 349 shares; 2025Q2: 298 shares; 2025Q3: 227 shares; 2025Q4: 589 shares 589 $106K 0.02% +362 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,973 shares; 2024Q4: 2,708 shares; 2025Q1: 1,605 shares; 2025Q2: 1,589 shares; 2025Q3: 1,589 shares; 2025Q4: 1,337 shares 1,337 $105K 0.02% -252 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,100 shares; 2024Q4: 2,140 shares; 2025Q1: 2,070 shares; 2025Q2: 378 shares; 2025Q3: 366 shares; 2025Q4: 366 shares 366 $105K 0.02% 0 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: 26,309 shares; 2024Q4: 19,688 shares; 2025Q1: 14,067 shares; 2025Q2: 11,122 shares; 2025Q3: 4,348 shares; 2025Q4: 4,211 shares 4,211 $105K 0.02% -137 Timeline LOPE GRAND CANYON ED INC More: the full row for GRAND CANYON ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 815 shares; 2024Q4: 796 shares; 2025Q1: 785 shares; 2025Q2: 726 shares; 2025Q3: 621 shares; 2025Q4: 621 shares 621 $103K 0.02% 0 Timeline TFI 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: 2,299 shares; 2024Q4: 1,004 shares; 2025Q1: 2,305 shares; 2025Q2: 2,306 shares; 2025Q3: 2,250 shares; 2025Q4: 2,256 shares 2,256 $103K 0.02% +6 Timeline TLH 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: 2,011 shares; 2024Q4: 890 shares; 2025Q1: 1,030 shares; 2025Q2: 1,065 shares; 2025Q3: 1,078 shares; 2025Q4: 1,005 shares 1,005 $102K 0.02% -73 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 502 shares; 2024Q4: 470 shares; 2025Q1: 628 shares; 2025Q2: 583 shares; 2025Q3: 508 shares; 2025Q4: 508 shares 508 $102K 0.02% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,298 shares; 2024Q4: 2,214 shares; 2025Q1: 734 shares; 2025Q2: 734 shares; 2025Q3: 734 shares; 2025Q4: 815 shares 815 $102K 0.02% +81 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: 429 shares; 2024Q4: 429 shares; 2025Q1: 429 shares; 2025Q2: 422 shares; 2025Q3: 425 shares; 2025Q4: 411 shares 411 $99.6K 0.02% -14 Timeline IUSV 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: 941 shares; 2024Q4: 946 shares; 2025Q1: 950 shares; 2025Q2: 955 shares; 2025Q3: 959 shares; 2025Q4: 964 shares 964 $98.9K 0.02% +5 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: 1,101 shares; 2024Q4: 1,124 shares; 2025Q1: 1,124 shares; 2025Q2: 1,111 shares; 2025Q3: 1,111 shares; 2025Q4: 1,111 shares 1,111 $98.3K 0.02% 0 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 679 shares; 2024Q4: 2,356 shares; 2025Q1: 2,331 shares; 2025Q2: 2,331 shares; 2025Q3: 505 shares; 2025Q4: 505 shares 505 $97.7K 0.02% 0 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 507 shares; 2024Q4: 507 shares; 2025Q1: 749 shares; 2025Q2: 734 shares; 2025Q3: 547 shares; 2025Q4: 556 shares 556 $96.8K 0.02% +9 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 631 shares; 2024Q4: 638 shares; 2025Q1: 621 shares; 2025Q2: 621 shares; 2025Q3: 621 shares; 2025Q4: 618 shares 618 $95.6K 0.02% -3 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,783 shares; 2024Q4: 37,298 shares; 2025Q1: 31,777 shares; 2025Q2: 28,646 shares; 2025Q3: 14,237 shares; 2025Q4: 1,772 shares 1,772 $95.5K 0.02% -12,465 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: 338 shares; 2024Q4: 338 shares; 2025Q1: 338 shares; 2025Q2: 426 shares; 2025Q3: 441 shares; 2025Q4: 371 shares 371 $95.4K 0.02% -70 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 642 shares; 2024Q4: 642 shares; 2025Q1: 591 shares; 2025Q2: 568 shares; 2025Q3: 548 shares; 2025Q4: 585 shares 585 $94.1K 0.02% +37 Timeline UBND VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,165 shares; 2025Q4: 4,196 shares 4,196 $92.3K 0.02% +31 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 872 shares; 2024Q4: 913 shares; 2025Q1: 698 shares; 2025Q2: 637 shares; 2025Q3: 507 shares; 2025Q4: 464 shares 464 $92.2K 0.02% -43 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,315 shares; 2024Q4: 1,268 shares; 2025Q1: 319 shares; 2025Q2: 228 shares; 2025Q3: 207 shares; 2025Q4: 195 shares 195 $91.4K 0.02% -12 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 251 shares; 2024Q4: 242 shares; 2025Q1: 242 shares; 2025Q2: 194 shares; 2025Q3: 167 shares; 2025Q4: 164 shares 164 $90.4K 0.02% -3 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,282 shares; 2024Q4: 1,052 shares; 2025Q1: 1,052 shares; 2025Q2: 1,009 shares; 2025Q3: 877 shares; 2025Q4: 877 shares 877 $90.2K 0.02% 0 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 801 shares; 2025Q3: 805 shares; 2025Q4: 1,757 shares 1,757 $89.5K 0.02% +952 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,408 shares; 2025Q3: 1,417 shares; 2025Q4: 1,194 shares 1,194 $88.4K 0.02% -223 Timeline TW TRADEWEB MKTS INC More: the full row for TRADEWEB MKTS 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: 812 shares 812 $87.3K 0.02% new Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 453 shares; 2025Q2: 453 shares; 2025Q3: 642 shares; 2025Q4: 642 shares 642 $87.3K 0.02% 0 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: 2,024 shares; 2024Q4: 1,970 shares; 2025Q1: 2,000 shares; 2025Q2: 826 shares; 2025Q3: 755 shares; 2025Q4: 755 shares 755 $85.9K 0.02% 0 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 371 shares; 2024Q4: 371 shares; 2025Q1: 371 shares; 2025Q2: 371 shares; 2025Q3: 627 shares; 2025Q4: 592 shares 592 $85.3K 0.02% -35 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 762 shares; 2024Q4: 762 shares; 2025Q1: 791 shares; 2025Q2: 791 shares; 2025Q3: 791 shares; 2025Q4: 857 shares 857 $81.7K 0.02% +66 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,776 shares; 2024Q4: 2,904 shares; 2025Q1: 2,522 shares; 2025Q2: 2,522 shares; 2025Q3: 1,478 shares; 2025Q4: 657 shares 657 $78.4K 0.02% -821 Timeline AGZ 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: 8,924 shares; 2024Q4: 4,530 shares; 2025Q1: 3,890 shares; 2025Q2: 3,461 shares; 2025Q3: 2,890 shares; 2025Q4: 711 shares 711 $78.4K 0.02% -2,179 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,420 shares; 2024Q4: 774 shares; 2025Q1: 732 shares; 2025Q2: 709 shares; 2025Q3: 939 shares; 2025Q4: 924 shares 924 $77.8K 0.02% -15 Timeline PEN PENUMBRA INC More: the full row for PENUMBRA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 362 shares; 2024Q4: 335 shares; 2025Q1: 335 shares; 2025Q2: 300 shares; 2025Q3: 245 shares; 2025Q4: 248 shares 248 $77.1K 0.02% +3 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,010 shares; 2024Q4: 1,010 shares; 2025Q1: 1,010 shares; 2025Q2: 856 shares; 2025Q3: 856 shares; 2025Q4: 856 shares 856 $75.6K 0.02% 0 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 608 shares; 2024Q4: 579 shares; 2025Q1: 579 shares; 2025Q2: 538 shares; 2025Q3: 421 shares; 2025Q4: 421 shares 421 $73.3K 0.02% 0 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43 shares; 2024Q4: 43 shares; 2025Q1: 18 shares; 2025Q2: not reported; 2025Q3: 572 shares; 2025Q4: 572 shares 572 $73.1K 0.02% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,362 shares; 2024Q4: 12,763 shares; 2025Q1: 11,372 shares; 2025Q2: 1,520 shares; 2025Q3: 1,339 shares; 2025Q4: 1,350 shares 1,350 $72.8K 0.02% +11 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 967 shares; 2024Q4: 967 shares; 2025Q1: 967 shares; 2025Q2: 1,011 shares; 2025Q3: 1,947 shares; 2025Q4: 2,026 shares 2,026 $71.9K 0.01% +79 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16 shares; 2024Q4: 16 shares; 2025Q1: 27 shares; 2025Q2: 430 shares; 2025Q3: 358 shares; 2025Q4: 361 shares 361 $71.2K 0.01% +3 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,050 shares; 2024Q4: 1,012 shares; 2025Q1: 849 shares; 2025Q2: 849 shares; 2025Q3: 694 shares; 2025Q4: 694 shares 694 $70.8K 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: 1,953 shares; 2024Q4: 1,504 shares; 2025Q1: 1,496 shares; 2025Q2: 813 shares; 2025Q3: 828 shares; 2025Q4: 886 shares 886 $70.3K 0.01% +58 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: 3,775 shares; 2024Q4: 3,775 shares; 2025Q1: 3,897 shares; 2025Q2: 2,655 shares; 2025Q3: 2,554 shares; 2025Q4: 2,334 shares 2,334 $69.8K 0.01% -220 Timeline IYW 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: 164 shares; 2024Q4: 164 shares; 2025Q1: 164 shares; 2025Q2: 375 shares; 2025Q3: 360 shares; 2025Q4: 348 shares 348 $69.5K 0.01% -12 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 576 shares; 2024Q4: 576 shares; 2025Q1: 576 shares; 2025Q2: 510 shares; 2025Q3: 510 shares; 2025Q4: 595 shares 595 $69.4K 0.01% +85 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: 113 shares; 2024Q4: 113 shares; 2025Q1: 84 shares; 2025Q2: 124 shares; 2025Q3: 124 shares; 2025Q4: 120 shares 120 $68.7K 0.01% -4 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: not reported; 2025Q3: 926 shares; 2025Q4: 959 shares 959 $68.5K 0.01% +33 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,752 shares; 2024Q4: 1,149 shares; 2025Q1: 772 shares; 2025Q2: 673 shares; 2025Q3: 523 shares; 2025Q4: 527 shares 527 $68K 0.01% +4 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: 334 shares; 2024Q4: 312 shares; 2025Q1: 344 shares; 2025Q2: 419 shares; 2025Q3: 419 shares; 2025Q4: 417 shares 417 $67.8K 0.01% -2 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: 199 shares; 2024Q4: 199 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 199 shares; 2025Q4: 217 shares 217 $67.7K 0.01% +18 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: 301 shares; 2024Q4: 311 shares; 2025Q1: 464 shares; 2025Q2: 302 shares; 2025Q3: 291 shares; 2025Q4: 261 shares 261 $67.1K 0.01% -30 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,535 shares; 2025Q3: 1,356 shares; 2025Q4: 1,296 shares 1,296 $65.9K 0.01% -60 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 465 shares; 2024Q4: 482 shares; 2025Q1: 462 shares; 2025Q2: 462 shares; 2025Q3: 454 shares; 2025Q4: 440 shares 440 $64.5K 0.01% -14 Timeline OLLI OLLIES BARGAIN OUTLET HLDGS More: the full row for OLLIES BARGAIN OUTLET HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 698 shares; 2025Q1: 672 shares; 2025Q2: 672 shares; 2025Q3: 578 shares; 2025Q4: 578 shares 578 $63.4K 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: 2,202 shares; 2024Q4: 2,117 shares; 2025Q1: 675 shares; 2025Q2: 379 shares; 2025Q3: 270 shares; 2025Q4: 259 shares 259 $62.5K 0.01% -11 Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,610 shares 1,610 $61.6K 0.01% new Timeline RTO RENTOKIL INITIAL PLC More: the full row for RENTOKIL INITIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,308 shares; 2024Q4: 2,157 shares; 2025Q1: 2,157 shares; 2025Q2: 2,146 shares; 2025Q3: 2,146 shares; 2025Q4: 2,085 shares 2,085 $61.4K 0.01% -61 Timeline MLN 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: 2,404 shares; 2025Q3: 3,236 shares; 2025Q4: 3,464 shares 3,464 $60.7K 0.01% +228 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: 1,581 shares; 2024Q4: 1,221 shares; 2025Q1: 1,180 shares; 2025Q2: 1,015 shares; 2025Q3: 1,111 shares; 2025Q4: 1,107 shares 1,107 $60.6K 0.01% -4 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: 186 shares; 2024Q4: 186 shares; 2025Q1: 186 shares; 2025Q2: 186 shares; 2025Q3: 186 shares; 2025Q4: 200 shares 200 $60.5K 0.01% +14 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 328 shares; 2024Q4: 328 shares; 2025Q1: 328 shares; 2025Q2: 328 shares; 2025Q3: 336 shares; 2025Q4: 391 shares 391 $60.1K 0.01% +55 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 344 shares; 2024Q4: 344 shares; 2025Q1: 344 shares; 2025Q2: 344 shares; 2025Q3: 344 shares; 2025Q4: 344 shares 344 $58.6K 0.01% 0 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 585 shares; 2024Q4: 585 shares; 2025Q1: 713 shares; 2025Q2: 713 shares; 2025Q3: 1,426 shares; 2025Q4: 1,600 shares 1,600 $58.5K 0.01% +174 Timeline DSGX DESCARTES SYS GROUP INC More: the full row for DESCARTES SYS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,559 shares; 2024Q4: 1,472 shares; 2025Q1: 1,472 shares; 2025Q2: 1,472 shares; 2025Q3: 1,224 shares; 2025Q4: 661 shares 661 $57.9K 0.01% -563 Timeline JVAL J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,180 shares; 2024Q4: 1,180 shares; 2025Q1: 1,180 shares; 2025Q2: 1,180 shares; 2025Q3: 1,180 shares; 2025Q4: 1,180 shares 1,180 $57.9K 0.01% 0 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: not reported; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 7 shares; 2025Q4: 137 shares 137 $57.5K 0.01% +130 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66 shares; 2024Q4: 66 shares; 2025Q1: 369 shares; 2025Q2: 370 shares; 2025Q3: 312 shares; 2025Q4: 341 shares 341 $56.6K 0.01% +29 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 625 shares; 2024Q4: 625 shares; 2025Q1: 500 shares; 2025Q2: 521 shares; 2025Q3: 540 shares; 2025Q4: 604 shares 604 $56.3K 0.01% +64 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 475 shares; 2024Q4: 475 shares; 2025Q1: 475 shares; 2025Q2: 475 shares; 2025Q3: 475 shares; 2025Q4: 439 shares 439 $55K 0.01% -36 Timeline LQD 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: 9,675 shares; 2024Q4: 4,825 shares; 2025Q1: 4,452 shares; 2025Q2: 3,473 shares; 2025Q3: 2,041 shares; 2025Q4: 498 shares 498 $54.9K 0.01% -1,543 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,743 shares; 2024Q4: 1,743 shares; 2025Q1: 1,851 shares; 2025Q2: 1,943 shares; 2025Q3: 1,834 shares; 2025Q4: 1,834 shares 1,834 $54.7K 0.01% 0 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 306 shares; 2024Q4: 306 shares; 2025Q1: 285 shares; 2025Q2: 285 shares; 2025Q3: 271 shares; 2025Q4: 267 shares 267 $54.3K 0.01% -4 Timeline GRMN GARMIN LTD More: the full row for GARMIN 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: 286 shares; 2025Q2: 327 shares; 2025Q3: 258 shares; 2025Q4: 267 shares 267 $54.2K 0.01% +9 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,088 shares; 2024Q4: 933 shares; 2025Q1: 933 shares; 2025Q2: 413 shares; 2025Q3: 442 shares; 2025Q4: 451 shares 451 $54K 0.01% +9 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: 7,008 shares; 2024Q4: 7,559 shares; 2025Q1: 5,263 shares; 2025Q2: 8,665 shares; 2025Q3: 2,111 shares; 2025Q4: 800 shares 800 $53.7K 0.01% -1,311 Timeline WK WORKIVA INC More: the full row for WORKIVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 796 shares; 2024Q4: 796 shares; 2025Q1: 796 shares; 2025Q2: 796 shares; 2025Q3: 617 shares; 2025Q4: 617 shares 617 $53.2K 0.01% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 399 shares; 2024Q4: 336 shares; 2025Q1: 208 shares; 2025Q2: 308 shares; 2025Q3: 298 shares; 2025Q4: 298 shares 298 $53K 0.01% 0 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: 345 shares; 2024Q4: 303 shares; 2025Q1: 303 shares; 2025Q2: 303 shares; 2025Q3: 303 shares; 2025Q4: 215 shares 215 $53K 0.01% -88 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27 shares; 2025Q2: 508 shares; 2025Q3: 774 shares; 2025Q4: 618 shares 618 $52.5K 0.01% -156 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: 86 shares; 2024Q4: 86 shares; 2025Q1: 82 shares; 2025Q2: 52 shares; 2025Q3: 52 shares; 2025Q4: 59 shares 59 $51.9K 0.01% +7 Timeline GKOS GLAUKOS CORP More: the full row for GLAUKOS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 302 shares; 2024Q4: 237 shares; 2025Q1: 237 shares; 2025Q2: 399 shares; 2025Q3: 454 shares; 2025Q4: 454 shares 454 $51.3K 0.01% 0 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172 shares; 2024Q4: 164 shares; 2025Q1: 164 shares; 2025Q2: 164 shares; 2025Q3: 131 shares; 2025Q4: 131 shares 131 $51.2K 0.01% 0 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 596 shares; 2025Q3: 496 shares; 2025Q4: 482 shares 482 $51.2K 0.01% -14 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,045 shares; 2024Q4: 1,045 shares; 2025Q1: 1,045 shares; 2025Q2: 1,045 shares; 2025Q3: 1,045 shares; 2025Q4: 1,073 shares 1,073 $51K 0.01% +28 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,335 shares; 2025Q1: 1,683 shares; 2025Q2: 1,947 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $50.9K 0.01% 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: 437 shares; 2024Q4: 193 shares; 2025Q1: 187 shares; 2025Q2: 187 shares; 2025Q3: 187 shares; 2025Q4: 165 shares 165 $50.8K 0.01% -22 Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS 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: 242 shares 242 $50.7K 0.01% new Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,469 shares; 2024Q4: 1,413 shares; 2025Q1: 1,220 shares; 2025Q2: 1,220 shares; 2025Q3: 1,003 shares; 2025Q4: 754 shares 754 $50.5K 0.01% -249 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: 639 shares; 2024Q4: 45 shares; 2025Q1: 45 shares; 2025Q2: 1,532 shares; 2025Q3: 1,240 shares; 2025Q4: 1,257 shares 1,257 $50.4K 0.01% +17 Timeline SPSC SPS COMM INC More: the full row for SPS COMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,006 shares; 2024Q4: 963 shares; 2025Q1: 911 shares; 2025Q2: 545 shares; 2025Q3: 435 shares; 2025Q4: 564 shares 564 $50.3K 0.01% +129 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS 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: 126 shares; 2025Q4: 126 shares 126 $50.1K 0.01% 0 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 426 shares; 2024Q4: 373 shares; 2025Q1: 373 shares; 2025Q2: 373 shares; 2025Q3: 261 shares; 2025Q4: 261 shares 261 $49.2K 0.01% 0 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,068 shares; 2024Q4: 835 shares; 2025Q1: 553 shares; 2025Q2: 553 shares; 2025Q3: 553 shares; 2025Q4: 553 shares 553 $49.1K 0.01% 0 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35 shares; 2025Q3: 29 shares; 2025Q4: 29 shares 29 $49K 0.01% 0 Timeline PCTY PAYLOCITY HLDG CORP More: the full row for PAYLOCITY HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 406 shares; 2024Q4: 387 shares; 2025Q1: 403 shares; 2025Q2: 403 shares; 2025Q3: 319 shares; 2025Q4: 319 shares 319 $48.6K 0.01% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,669 shares; 2024Q4: 1,925 shares; 2025Q1: 1,663 shares; 2025Q2: 1,594 shares; 2025Q3: 589 shares; 2025Q4: 518 shares 518 $48.5K 0.01% -71 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,034 shares; 2024Q4: 2,145 shares; 2025Q1: 2,026 shares; 2025Q2: 242 shares; 2025Q3: 223 shares; 2025Q4: 223 shares 223 $47.3K 0.01% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119 shares; 2024Q4: 119 shares; 2025Q1: 124 shares; 2025Q2: 165 shares; 2025Q3: 165 shares; 2025Q4: 162 shares 162 $47K 0.01% -3 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,412 shares; 2024Q4: 1,319 shares; 2025Q1: 1,291 shares; 2025Q2: 1,291 shares; 2025Q3: 1,063 shares; 2025Q4: 1,074 shares 1,074 $46.5K 0.01% +11 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: 3,783 shares; 2024Q4: 3,348 shares; 2025Q1: 612 shares; 2025Q2: 632 shares; 2025Q3: 410 shares; 2025Q4: 394 shares 394 $46.2K 0.01% -16 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,529 shares; 2024Q4: 2,348 shares; 2025Q1: 390 shares; 2025Q2: 375 shares; 2025Q3: 263 shares; 2025Q4: 244 shares 244 $45.9K 0.01% -19 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 822 shares; 2024Q4: 762 shares; 2025Q1: 762 shares; 2025Q2: 762 shares; 2025Q3: 762 shares; 2025Q4: 762 shares 762 $45.7K 0.01% 0 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 492 shares; 2024Q4: 465 shares; 2025Q1: 397 shares; 2025Q2: 227 shares; 2025Q3: 161 shares; 2025Q4: 161 shares 161 $44.3K 0.01% 0 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 891 shares; 2025Q2: 891 shares; 2025Q3: 891 shares; 2025Q4: 891 shares 891 $44.2K 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: 1,770 shares; 2024Q4: 1,886 shares; 2025Q1: 1,902 shares; 2025Q2: 1,924 shares; 2025Q3: 1,796 shares; 2025Q4: 749 shares 749 $43.7K 0.01% -1,047 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: 3,017 shares; 2024Q4: 4,046 shares; 2025Q1: 3,346 shares; 2025Q2: 689 shares; 2025Q3: 473 shares; 2025Q4: 473 shares 473 $43.7K 0.01% 0 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 218 shares; 2025Q4: 238 shares 238 $43.3K 0.01% +20 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 655 shares; 2024Q4: 632 shares; 2025Q1: 386 shares; 2025Q2: 386 shares; 2025Q3: 386 shares; 2025Q4: 265 shares 265 $42.9K 0.01% -121 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 685 shares; 2025Q3: 713 shares; 2025Q4: 731 shares 731 $42.9K 0.01% +18 Timeline PINS PINTEREST INC More: the full row for PINTEREST 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: 1,973 shares; 2025Q3: 1,589 shares; 2025Q4: 1,621 shares 1,621 $42K 0.01% +32 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,355 shares; 2024Q4: 904 shares; 2025Q1: 1,086 shares; 2025Q2: 1,086 shares; 2025Q3: 620 shares; 2025Q4: 620 shares 620 $41.7K 0.01% 0 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119 shares; 2024Q4: 119 shares; 2025Q1: 158 shares; 2025Q2: 183 shares; 2025Q3: 183 shares; 2025Q4: 183 shares 183 $41.2K 0.01% 0 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 508 shares; 2024Q4: 360 shares; 2025Q1: 360 shares; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 68 shares 68 $41.1K 0.01% +8 Timeline KAI KADANT INC More: the full row for KADANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 204 shares; 2024Q4: 189 shares; 2025Q1: 189 shares; 2025Q2: 183 shares; 2025Q3: 141 shares; 2025Q4: 141 shares 141 $40.2K 0.01% 0 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,784 shares; 2024Q4: 8,449 shares; 2025Q1: 1,738 shares; 2025Q2: 1,819 shares; 2025Q3: 1,102 shares; 2025Q4: 1,095 shares 1,095 $40.1K 0.01% -7 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 243 shares; 2024Q4: 253 shares; 2025Q1: 192 shares; 2025Q2: 307 shares; 2025Q3: 360 shares; 2025Q4: 321 shares 321 $40.1K 0.01% -39 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: 726 shares; 2024Q4: 705 shares; 2025Q1: 686 shares; 2025Q2: 686 shares; 2025Q3: 681 shares; 2025Q4: 623 shares 623 $39.5K 0.01% -58 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 419 shares; 2024Q4: 419 shares; 2025Q1: 419 shares; 2025Q2: 419 shares; 2025Q3: 419 shares; 2025Q4: 419 shares 419 $39.5K 0.01% 0 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 244 shares 244 $39.2K 0.01% new Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 905 shares; 2024Q4: 957 shares; 2025Q1: 957 shares; 2025Q2: 776 shares; 2025Q3: 604 shares; 2025Q4: 492 shares 492 $39.2K 0.01% -112 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132 shares; 2024Q4: 154 shares; 2025Q1: 132 shares; 2025Q2: 132 shares; 2025Q3: 132 shares; 2025Q4: 137 shares 137 $39.1K 0.01% +5 Timeline KB KB FINL GROUP INC More: the full row for KB FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 554 shares; 2024Q4: 554 shares; 2025Q1: 504 shares; 2025Q2: 504 shares; 2025Q3: 453 shares; 2025Q4: 453 shares 453 $39K 0.01% 0 Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 473 shares; 2024Q4: 209 shares; 2025Q1: 209 shares; 2025Q2: 185 shares; 2025Q3: 185 shares; 2025Q4: 195 shares 195 $38.9K 0.01% +10 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: 176 shares; 2024Q4: 188 shares; 2025Q1: 193 shares; 2025Q2: 193 shares; 2025Q3: 188 shares; 2025Q4: 188 shares 188 $38.8K 0.01% 0 Timeline HXL HEXCEL CORP NEW More: the full row for HEXCEL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 301 shares; 2024Q4: 301 shares; 2025Q1: 301 shares; 2025Q2: 497 shares; 2025Q3: 497 shares; 2025Q4: 524 shares 524 $38.7K 0.01% +27 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 272 shares 272 $38.7K 0.01% new Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI 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: 283 shares; 2025Q4: 268 shares 268 $38.6K 0.01% -15 Timeline PRVA PRIVIA HEALTH GROUP INC More: the full row for PRIVIA HEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,816 shares; 2024Q4: 1,752 shares; 2025Q1: 2,142 shares; 2025Q2: 2,142 shares; 2025Q3: 1,617 shares; 2025Q4: 1,617 shares 1,617 $38.3K 0.01% 0 Timeline CXE MFS HIGH INCOME MUN TR More: the full row for MFS HIGH INCOME MUN TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,262 shares; 2024Q4: 10,262 shares; 2025Q1: 10,262 shares; 2025Q2: 10,262 shares; 2025Q3: 10,262 shares; 2025Q4: 10,262 shares 10,262 $38K 0.01% 0 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 520 shares; 2024Q4: 503 shares; 2025Q1: 146 shares; 2025Q2: 146 shares; 2025Q3: 146 shares; 2025Q4: 146 shares 146 $37.4K 0.01% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,111 shares; 2024Q4: 824 shares; 2025Q1: 1,051 shares; 2025Q2: 246 shares; 2025Q3: 246 shares; 2025Q4: 383 shares 383 $36.8K 0.01% +137 Timeline INMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 558 shares; 2025Q3: 1,683 shares; 2025Q4: 1,526 shares 1,526 $36.7K 0.01% -157 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 469 shares; 2024Q4: 545 shares; 2025Q1: 545 shares; 2025Q2: 545 shares; 2025Q3: 545 shares; 2025Q4: 545 shares 545 $36.6K 0.01% 0 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 338 shares; 2024Q4: 648 shares; 2025Q1: 637 shares; 2025Q2: 637 shares; 2025Q3: 602 shares; 2025Q4: 294 shares 294 $36.5K 0.01% -308 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: 116 shares; 2024Q4: 116 shares; 2025Q1: 116 shares; 2025Q2: 116 shares; 2025Q3: 116 shares; 2025Q4: 143 shares 143 $35.9K 0.01% +27 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: 136 shares; 2024Q4: 136 shares; 2025Q1: 194 shares; 2025Q2: 136 shares; 2025Q3: 126 shares; 2025Q4: 119 shares 119 $35.2K 0.01% -7 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,002 shares; 2024Q4: 1,002 shares; 2025Q1: 984 shares; 2025Q2: 984 shares; 2025Q3: 984 shares; 2025Q4: 968 shares 968 $35.1K 0.01% -16 Timeline IPAR INTERPARFUMS INC More: the full row for INTERPARFUMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 412 shares; 2024Q4: 412 shares; 2025Q1: 412 shares; 2025Q2: 412 shares; 2025Q3: 412 shares; 2025Q4: 412 shares 412 $35K 0.01% 0 Timeline KT KT CORP More: the full row for KT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,228 shares; 2024Q4: 1,228 shares; 2025Q1: 2,047 shares; 2025Q2: 1,998 shares; 2025Q3: 1,804 shares; 2025Q4: 1,837 shares 1,837 $34.8K 0.01% +33 Timeline FRPT FRESHPET INC More: the full row for FRESHPET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 618 shares; 2024Q4: 591 shares; 2025Q1: 722 shares; 2025Q2: 722 shares; 2025Q3: 571 shares; 2025Q4: 571 shares 571 $34.8K 0.01% 0 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137 shares; 2024Q4: 137 shares; 2025Q1: 137 shares; 2025Q2: 137 shares; 2025Q3: 137 shares; 2025Q4: 137 shares 137 $34.7K 0.01% 0 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 166 shares; 2024Q4: 185 shares; 2025Q1: 185 shares; 2025Q2: 185 shares; 2025Q3: 170 shares; 2025Q4: 170 shares 170 $34.6K 0.01% 0 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: not reported; 2024Q4: 597 shares; 2025Q1: 597 shares; 2025Q2: 597 shares; 2025Q3: 597 shares; 2025Q4: 597 shares 597 $33.9K 0.01% 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: 110 shares; 2024Q4: 110 shares; 2025Q1: 110 shares; 2025Q2: 110 shares; 2025Q3: 111 shares; 2025Q4: 111 shares 111 $33.5K 0.01% 0 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126 shares; 2024Q4: 119 shares; 2025Q1: 119 shares; 2025Q2: 119 shares; 2025Q3: 119 shares; 2025Q4: 119 shares 119 $33.5K 0.01% 0 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,237 shares; 2024Q4: 337 shares; 2025Q1: 337 shares; 2025Q2: 337 shares; 2025Q3: 337 shares; 2025Q4: 337 shares 337 $33.3K 0.01% 0 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202 shares; 2024Q4: 202 shares; 2025Q1: 202 shares; 2025Q2: 181 shares; 2025Q3: 181 shares; 2025Q4: 181 shares 181 $33.3K 0.01% 0 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,998 shares; 2024Q4: 2,566 shares; 2025Q1: 2,053 shares; 2025Q2: 2,053 shares; 2025Q3: 1,388 shares; 2025Q4: 345 shares 345 $33.2K 0.01% -1,043 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: 666 shares; 2024Q4: 238 shares; 2025Q1: 204 shares; 2025Q2: 76 shares; 2025Q3: 96 shares; 2025Q4: 230 shares 230 $33.1K 0.01% +134 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99 shares; 2024Q4: 116 shares; 2025Q1: 116 shares; 2025Q2: 103 shares; 2025Q3: 103 shares; 2025Q4: 98 shares 98 $33.1K 0.01% -5 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 260 shares; 2025Q3: 278 shares; 2025Q4: 293 shares 293 $32.9K 0.01% +15 Timeline QIAGEN N.V. QIAGEN N.V. More: the full row for QIAGEN N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 587 shares; 2025Q2: 669 shares; 2025Q3: 669 shares; 2025Q4: 728 shares 728 $32.7K 0.01% +59 PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 231 shares; 2024Q4: 205 shares; 2025Q1: 205 shares; 2025Q2: 205 shares; 2025Q3: 205 shares; 2025Q4: 205 shares 205 $32.7K 0.01% 0 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: 17 shares; 2025Q1: 232 shares; 2025Q2: 232 shares; 2025Q3: 232 shares; 2025Q4: 232 shares 232 $32.4K 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: 3,642 shares; 2024Q4: 2,580 shares; 2025Q1: 2,580 shares; 2025Q2: 280 shares; 2025Q3: 280 shares; 2025Q4: 352 shares 352 $32.4K 0.01% +72 Timeline IWV 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: 90 shares; 2024Q4: 90 shares; 2025Q1: 90 shares; 2025Q2: 90 shares; 2025Q3: 83 shares; 2025Q4: 83 shares 83 $32.1K 0.01% 0 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 199 shares; 2024Q4: 199 shares; 2025Q1: 199 shares; 2025Q2: 199 shares; 2025Q3: 199 shares; 2025Q4: 226 shares 226 $32K 0.01% +27 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13 shares; 2024Q4: 482 shares; 2025Q1: 482 shares; 2025Q2: 482 shares; 2025Q3: 397 shares; 2025Q4: 395 shares 395 $31.5K 0.01% -2 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 456 shares; 2024Q4: 430 shares; 2025Q1: 430 shares; 2025Q2: 130 shares; 2025Q3: 130 shares; 2025Q4: 130 shares 130 $31.3K 0.01% 0 Timeline FLO FLOWERS FOODS INC More: the full row for FLOWERS FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,861 shares; 2024Q4: 2,861 shares; 2025Q1: 2,861 shares; 2025Q2: 2,861 shares; 2025Q3: 2,861 shares; 2025Q4: 2,861 shares 2,861 $31.1K 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: 388 shares; 2024Q4: 388 shares; 2025Q1: 359 shares; 2025Q2: 382 shares; 2025Q3: 280 shares; 2025Q4: 280 shares 280 $30.9K 0.01% 0 Timeline ALRM ALARM COM HLDGS INC More: the full row for ALARM COM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 802 shares; 2024Q4: 758 shares; 2025Q1: 758 shares; 2025Q2: 758 shares; 2025Q3: 597 shares; 2025Q4: 597 shares 597 $30.5K 0.01% 0 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: 1,605 shares; 2024Q4: 2,155 shares; 2025Q1: 3,615 shares; 2025Q2: 3,546 shares; 2025Q3: 3,579 shares; 2025Q4: 68 shares 68 $30.4K 0.01% -3,511 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 139 shares; 2025Q2: 139 shares; 2025Q3: 144 shares; 2025Q4: 138 shares 138 $30K 0.01% -6 Timeline GATX GATX CORP More: the full row for GATX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 174 shares; 2024Q4: 174 shares; 2025Q1: 174 shares; 2025Q2: 174 shares; 2025Q3: 174 shares; 2025Q4: 174 shares 174 $29.5K 0.01% 0 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12 shares; 2025Q3: 25 shares; 2025Q4: 181 shares 181 $29.3K 0.01% +156 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: 575 shares; 2024Q4: 220 shares; 2025Q1: 287 shares; 2025Q2: 180 shares; 2025Q3: 216 shares; 2025Q4: 189 shares 189 $29.3K 0.01% -27 Timeline IEUR 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: 257 shares; 2024Q4: 154 shares; 2025Q1: 349 shares; 2025Q2: 260 shares; 2025Q3: 328 shares; 2025Q4: 412 shares 412 $29.2K 0.01% +84 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24 shares; 2024Q4: 8 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 43 shares 43 $29.1K 0.01% new Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,003 shares; 2025Q1: 2,003 shares; 2025Q2: 2,003 shares; 2025Q3: 2,003 shares; 2025Q4: 2,003 shares 2,003 $28.8K 0.01% 0 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148 shares; 2024Q4: 148 shares; 2025Q1: 167 shares; 2025Q2: 167 shares; 2025Q3: 167 shares; 2025Q4: 146 shares 146 $28.5K 0.01% -21 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: 151 shares; 2024Q4: 151 shares; 2025Q1: 152 shares; 2025Q2: 152 shares; 2025Q3: 152 shares; 2025Q4: 152 shares 152 $28.2K 0.01% 0 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: 291 shares; 2024Q4: 291 shares; 2025Q1: 340 shares; 2025Q2: 108 shares; 2025Q3: 47 shares; 2025Q4: 92 shares 92 $28.1K 0.01% +45 Timeline EXPO EXPONENT INC More: the full row for EXPONENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 941 shares; 2024Q4: 755 shares; 2025Q1: 610 shares; 2025Q2: 610 shares; 2025Q3: 402 shares; 2025Q4: 402 shares 402 $27.9K 0.01% 0 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 253 shares; 2024Q4: 229 shares; 2025Q1: 249 shares; 2025Q2: 249 shares; 2025Q3: 223 shares; 2025Q4: 205 shares 205 $27.9K 0.01% -18 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 468 shares; 2024Q4: 468 shares; 2025Q1: 468 shares; 2025Q2: 612 shares; 2025Q3: 468 shares; 2025Q4: 468 shares 468 $27.5K 0.01% 0 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 405 shares; 2024Q4: 405 shares; 2025Q1: 405 shares; 2025Q2: 405 shares; 2025Q3: 405 shares; 2025Q4: 405 shares 405 $27.3K 0.01% 0 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,398 shares; 2024Q4: 2,989 shares; 2025Q1: 2,803 shares; 2025Q2: 2,589 shares; 2025Q3: 301 shares; 2025Q4: 301 shares 301 $27.3K 0.01% 0 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 818 shares 818 $26.9K 0.01% new Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58 shares; 2024Q4: 48 shares; 2025Q1: 42 shares; 2025Q2: 42 shares; 2025Q3: 42 shares; 2025Q4: 43 shares 43 $26.8K 0.01% +1 Timeline SMG SCOTTS MIRACLE-GRO CO More: the full row for SCOTTS MIRACLE-GRO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 319 shares; 2024Q4: 319 shares; 2025Q1: 319 shares; 2025Q2: 453 shares; 2025Q3: 453 shares; 2025Q4: 453 shares 453 $26.4K 0.01% 0 Timeline OPCH OPTION CARE HEALTH INC More: the full row for OPTION CARE HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 734 shares; 2024Q4: 519 shares; 2025Q1: 745 shares; 2025Q2: 745 shares; 2025Q3: 825 shares; 2025Q4: 825 shares 825 $26.3K 0.01% 0 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 774 shares; 2024Q4: 671 shares; 2025Q1: 671 shares; 2025Q2: 771 shares; 2025Q3: 252 shares; 2025Q4: 252 shares 252 $26.1K 0.01% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152 shares; 2024Q4: 152 shares; 2025Q1: 152 shares; 2025Q2: 152 shares; 2025Q3: 152 shares; 2025Q4: 187 shares 187 $25.8K 0.01% +35 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 500 shares; 2025Q4: 500 shares 500 $25.4K 0.01% 0 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS 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: 415 shares; 2025Q4: 415 shares 415 $25.4K 0.01% 0 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 357 shares; 2024Q4: 357 shares; 2025Q1: 357 shares; 2025Q2: 357 shares; 2025Q3: 357 shares; 2025Q4: 357 shares 357 $25.3K 0.01% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141 shares; 2024Q4: 141 shares; 2025Q1: 103 shares; 2025Q2: 103 shares; 2025Q3: 103 shares; 2025Q4: 118 shares 118 $25.3K 0.01% +15 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,294 shares; 2024Q4: 955 shares; 2025Q1: 1,144 shares; 2025Q2: 1,144 shares; 2025Q3: 1,144 shares; 2025Q4: 955 shares 955 $25.1K 0.01% -189 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 326 shares; 2024Q4: 326 shares; 2025Q1: 285 shares; 2025Q2: 285 shares; 2025Q3: 285 shares; 2025Q4: 285 shares 285 $24.9K 0.01% 0 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 829 shares; 2024Q4: 919 shares; 2025Q1: 586 shares; 2025Q2: 586 shares; 2025Q3: 543 shares; 2025Q4: 471 shares 471 $24.9K 0.01% -72 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 387 shares; 2024Q4: 457 shares; 2025Q1: 487 shares; 2025Q2: 487 shares; 2025Q3: 457 shares; 2025Q4: 593 shares 593 $24.4K 0.01% +136 Timeline EEMV 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: 1,265 shares; 2024Q4: 1,045 shares; 2025Q1: 1,025 shares; 2025Q2: 380 shares; 2025Q3: 380 shares; 2025Q4: 380 shares 380 $24.3K 0.01% 0 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 18 shares; 2025Q1: 18 shares; 2025Q2: 44 shares; 2025Q3: 53 shares; 2025Q4: 36 shares 36 $24.3K 0.01% -17 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 716 shares; 2024Q4: 716 shares; 2025Q1: 716 shares; 2025Q2: 716 shares; 2025Q3: 716 shares; 2025Q4: 716 shares 716 $24.2K 0.01% 0 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 227 shares; 2024Q4: 227 shares; 2025Q1: 227 shares; 2025Q2: 368 shares; 2025Q3: 368 shares; 2025Q4: 368 shares 368 $23.3K <0.01% 0 Timeline SHG SHINHAN FINANCIAL GROUP CO L More: the full row for SHINHAN FINANCIAL GROUP CO L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 212 shares; 2025Q1: 212 shares; 2025Q2: 212 shares; 2025Q3: 212 shares; 2025Q4: 434 shares 434 $23.3K <0.01% +222 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178 shares; 2024Q4: 178 shares; 2025Q1: 208 shares; 2025Q2: 208 shares; 2025Q3: 208 shares; 2025Q4: 208 shares 208 $22.9K <0.01% 0 Timeline PRIM PRIMORIS SVCS CORP More: the full row for PRIMORIS SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184 shares; 2024Q4: 184 shares; 2025Q1: 184 shares; 2025Q2: 184 shares; 2025Q3: 184 shares; 2025Q4: 184 shares 184 $22.8K <0.01% 0 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103 shares; 2024Q4: 103 shares; 2025Q1: 83 shares; 2025Q2: 67 shares; 2025Q3: 67 shares; 2025Q4: 73 shares 73 $22.8K <0.01% +6 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: 160 shares; 2024Q4: 160 shares; 2025Q1: 160 shares; 2025Q2: 160 shares; 2025Q3: 160 shares; 2025Q4: 160 shares 160 $22.6K <0.01% 0 Timeline AGYS AGILYSYS INC More: the full row for AGILYSYS 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: 258 shares; 2025Q2: 258 shares; 2025Q3: 189 shares; 2025Q4: 189 shares 189 $22.5K <0.01% 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: 65 shares; 2024Q4: 65 shares; 2025Q1: 65 shares; 2025Q2: 272 shares; 2025Q3: 282 shares; 2025Q4: 65 shares 65 $22.4K <0.01% -217 Timeline BIO BIO RAD LABS INC More: the full row for BIO RAD LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68 shares; 2024Q4: 68 shares; 2025Q1: 68 shares; 2025Q2: 68 shares; 2025Q3: 68 shares; 2025Q4: 74 shares 74 $22.4K <0.01% +6 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: 351 shares; 2024Q4: 304 shares; 2025Q1: 434 shares; 2025Q2: 304 shares; 2025Q3: 304 shares; 2025Q4: 304 shares 304 $22.4K <0.01% 0 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares 500 $22.2K <0.01% 0 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 634 shares; 2024Q4: 634 shares; 2025Q1: 634 shares; 2025Q2: 129 shares; 2025Q3: 129 shares; 2025Q4: 120 shares 120 $22.2K <0.01% -9 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 156 shares; 2025Q4: 218 shares 218 $21.8K <0.01% +62 Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108 shares; 2024Q4: 108 shares; 2025Q1: 108 shares; 2025Q2: 108 shares; 2025Q3: 108 shares; 2025Q4: 108 shares 108 $21.6K <0.01% 0 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 869 shares; 2024Q4: 869 shares; 2025Q1: 257 shares; 2025Q2: 257 shares; 2025Q3: 257 shares; 2025Q4: 257 shares 257 $21.5K <0.01% 0 Timeline VDC 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: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares 100 $21.1K <0.01% 0 Timeline SLYG 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: 220 shares; 2024Q4: 220 shares; 2025Q1: 220 shares; 2025Q2: 220 shares; 2025Q3: 220 shares; 2025Q4: 220 shares 220 $20.7K <0.01% 0 Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 174 shares; 2025Q1: 174 shares; 2025Q2: 174 shares; 2025Q3: 127 shares; 2025Q4: 127 shares 127 $20.5K <0.01% 0 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 263 shares; 2024Q4: 470 shares; 2025Q1: 302 shares; 2025Q2: 395 shares; 2025Q3: 318 shares; 2025Q4: 335 shares 335 $20.2K <0.01% +17 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: 334 shares; 2024Q4: 943 shares; 2025Q1: 928 shares; 2025Q2: 34 shares; 2025Q3: 34 shares; 2025Q4: 52 shares 52 $20.2K <0.01% +18 Timeline CCC CCC INTELLIGENT SOLUTIONS HL More: the full row for CCC INTELLIGENT SOLUTIONS HL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,045 shares; 2024Q4: 4,045 shares; 2025Q1: 2,578 shares; 2025Q2: 3,806 shares; 2025Q3: 2,527 shares; 2025Q4: 2,527 shares 2,527 $20.1K <0.01% 0 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 846 shares; 2024Q4: 767 shares; 2025Q1: 182 shares; 2025Q2: 150 shares; 2025Q3: 96 shares; 2025Q4: 57 shares 57 $20K <0.01% -39 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: 127 shares; 2024Q4: 127 shares; 2025Q1: 16 shares; 2025Q2: 16 shares; 2025Q3: 43 shares; 2025Q4: 68 shares 68 $20K <0.01% +25 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 777 shares; 2024Q4: 230 shares; 2025Q1: 230 shares; 2025Q2: not reported; 2025Q3: 115 shares; 2025Q4: 279 shares 279 $19.9K <0.01% +164 Timeline SAIA SAIA INC More: the full row for SAIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 249 shares; 2024Q4: 237 shares; 2025Q1: 237 shares; 2025Q2: 85 shares; 2025Q3: 85 shares; 2025Q4: 61 shares 61 $19.9K <0.01% -24 Timeline EFG 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: 297 shares; 2024Q4: 297 shares; 2025Q1: 297 shares; 2025Q2: 173 shares; 2025Q3: 197 shares; 2025Q4: 173 shares 173 $19.7K <0.01% -24 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: 90 shares; 2024Q4: 28 shares; 2025Q1: 18 shares; 2025Q2: 47 shares; 2025Q3: 33 shares; 2025Q4: 30 shares 30 $19.6K <0.01% -3 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 208 shares; 2024Q4: 202 shares; 2025Q1: 194 shares; 2025Q2: 194 shares; 2025Q3: 194 shares; 2025Q4: 194 shares 194 $19.4K <0.01% 0 Timeline FND FLOOR & DECOR HLDGS INC More: the full row for FLOOR & DECOR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 582 shares; 2024Q4: 520 shares; 2025Q1: 520 shares; 2025Q2: 387 shares; 2025Q3: 316 shares; 2025Q4: 316 shares 316 $19.2K <0.01% 0 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 247 shares; 2024Q4: 247 shares; 2025Q1: 247 shares; 2025Q2: 247 shares; 2025Q3: 247 shares; 2025Q4: 247 shares 247 $19.1K <0.01% 0 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104 shares; 2024Q4: 104 shares; 2025Q1: 104 shares; 2025Q2: 104 shares; 2025Q3: 104 shares; 2025Q4: 104 shares 104 $19K <0.01% 0 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC 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: 441 shares; 2025Q3: 424 shares; 2025Q4: 424 shares 424 $18.9K <0.01% 0 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 253 shares; 2024Q4: 253 shares; 2025Q1: 271 shares; 2025Q2: 271 shares; 2025Q3: 272 shares; 2025Q4: 272 shares 272 $18.9K <0.01% 0 Timeline MTSI MACOM TECH SOLUTIONS HLDGS I More: the full row for MACOM TECH SOLUTIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99 shares; 2024Q4: 99 shares; 2025Q1: 99 shares; 2025Q2: 110 shares; 2025Q3: 110 shares; 2025Q4: 110 shares 110 $18.8K <0.01% 0 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,631 shares; 2024Q4: 1,572 shares; 2025Q1: 1,075 shares; 2025Q2: 710 shares; 2025Q3: 176 shares; 2025Q4: 148 shares 148 $18.6K <0.01% -28 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 304 shares; 2024Q4: 304 shares; 2025Q1: 304 shares; 2025Q2: 304 shares; 2025Q3: 418 shares; 2025Q4: 304 shares 304 $18.5K <0.01% -114 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,358 shares; 2024Q4: 11,930 shares; 2025Q1: 11,794 shares; 2025Q2: 11,765 shares; 2025Q3: 2,401 shares; 2025Q4: 1,065 shares 1,065 $18.4K <0.01% -1,336 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 215 shares; 2024Q4: 148 shares; 2025Q1: 217 shares; 2025Q2: 217 shares; 2025Q3: 217 shares; 2025Q4: 213 shares 213 $18.2K <0.01% -4 Timeline CWAN CLEARWATER ANALYTICS HLDGS I More: the full row for CLEARWATER ANALYTICS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,052 shares; 2025Q3: 753 shares; 2025Q4: 753 shares 753 $18.2K <0.01% 0 Timeline RGEN REPLIGEN CORP More: the full row for REPLIGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186 shares; 2024Q4: 109 shares; 2025Q1: 177 shares; 2025Q2: 177 shares; 2025Q3: 109 shares; 2025Q4: 109 shares 109 $17.9K <0.01% 0 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13 shares; 2024Q4: 13 shares; 2025Q1: 96 shares; 2025Q2: 96 shares; 2025Q3: 109 shares; 2025Q4: 104 shares 104 $17.7K <0.01% -5 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: 456 shares; 2024Q4: 256 shares; 2025Q1: 263 shares; 2025Q2: 263 shares; 2025Q3: 263 shares; 2025Q4: 263 shares 263 $17.6K <0.01% 0 Timeline TIGO MILLICOM INTL CELLULAR S A More: the full row for MILLICOM INTL CELLULAR S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 435 shares; 2024Q4: 283 shares; 2025Q1: 403 shares; 2025Q2: 513 shares; 2025Q3: 393 shares; 2025Q4: 308 shares 308 $17.1K <0.01% -85 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 266 shares; 2024Q4: 266 shares; 2025Q1: 266 shares; 2025Q2: 266 shares; 2025Q3: 266 shares; 2025Q4: 266 shares 266 $17K <0.01% 0 Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,476 shares; 2024Q4: 1,476 shares; 2025Q1: 1,761 shares; 2025Q2: 948 shares; 2025Q3: 948 shares; 2025Q4: 948 shares 948 $16.9K <0.01% 0 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 167 shares; 2024Q4: 139 shares; 2025Q1: 170 shares; 2025Q2: 170 shares; 2025Q3: 170 shares; 2025Q4: 170 shares 170 $16.9K <0.01% 0 Timeline IWN 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: 7,498 shares; 2024Q4: 7,498 shares; 2025Q1: 7,468 shares; 2025Q2: 1,942 shares; 2025Q3: 93 shares; 2025Q4: 93 shares 93 $16.8K <0.01% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 327 shares; 2024Q4: 327 shares; 2025Q1: 180 shares; 2025Q2: 180 shares; 2025Q3: 130 shares; 2025Q4: 228 shares 228 $16.8K <0.01% +98 Timeline CGNX COGNEX CORP More: the full row for COGNEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 652 shares; 2024Q4: 464 shares; 2025Q1: 622 shares; 2025Q2: 622 shares; 2025Q3: 464 shares; 2025Q4: 464 shares 464 $16.7K <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: 488 shares; 2024Q4: 34 shares; 2025Q1: 503 shares; 2025Q2: 503 shares; 2025Q3: 479 shares; 2025Q4: 452 shares 452 $16.7K <0.01% -27 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 523 shares; 2024Q4: 523 shares; 2025Q1: 223 shares; 2025Q2: 223 shares; 2025Q3: 223 shares; 2025Q4: 205 shares 205 $16.7K <0.01% -18 Timeline EMB 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: 301 shares; 2024Q4: 56 shares; 2025Q1: 167 shares; 2025Q2: 78 shares; 2025Q3: 78 shares; 2025Q4: 173 shares 173 $16.7K <0.01% +95 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161 shares; 2024Q4: 106 shares; 2025Q1: 156 shares; 2025Q2: 173 shares; 2025Q3: 106 shares; 2025Q4: 106 shares 106 $16.6K <0.01% 0 Timeline AAON AAON INC More: the full row for AAON 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: 217 shares 217 $16.5K <0.01% new Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81 shares; 2024Q4: 81 shares; 2025Q1: 73 shares; 2025Q2: 73 shares; 2025Q3: 73 shares; 2025Q4: 73 shares 73 $16.5K <0.01% 0 Timeline GLOB GLOBANT S A More: the full row for GLOBANT S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 497 shares; 2024Q4: 497 shares; 2025Q1: 497 shares; 2025Q2: 341 shares; 2025Q3: 257 shares; 2025Q4: 244 shares 244 $15.9K <0.01% -13 Timeline PGF 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: 1,120 shares; 2025Q1: 1,120 shares; 2025Q2: 1,120 shares; 2025Q3: 1,120 shares; 2025Q4: 1,120 shares 1,120 $15.8K <0.01% 0 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: 32 shares; 2024Q4: 48 shares; 2025Q1: 53 shares; 2025Q2: 53 shares; 2025Q3: 53 shares; 2025Q4: 72 shares 72 $15.6K <0.01% +19 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: 12 shares; 2025Q3: 15 shares; 2025Q4: 19 shares 19 $15.6K <0.01% +4 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,380 shares; 2024Q4: 8,140 shares; 2025Q1: 12,524 shares; 2025Q2: 8,024 shares; 2025Q3: 140 shares; 2025Q4: 140 shares 140 $15.4K <0.01% 0 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73 shares; 2024Q4: 73 shares; 2025Q1: 73 shares; 2025Q2: 73 shares; 2025Q3: 73 shares; 2025Q4: 85 shares 85 $15.3K <0.01% +12 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 466 shares; 2024Q4: 683 shares; 2025Q1: 683 shares; 2025Q2: 683 shares; 2025Q3: 487 shares; 2025Q4: 487 shares 487 $15.2K <0.01% 0 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 448 shares; 2024Q4: 423 shares; 2025Q1: 123 shares; 2025Q2: 123 shares; 2025Q3: 123 shares; 2025Q4: 123 shares 123 $15.1K <0.01% 0 Timeline HTHT H WORLD GROUP LTD More: the full row for H WORLD GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 318 shares 318 $15K <0.01% new Timeline TLT 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: 3,635 shares; 2024Q4: 883 shares; 2025Q1: 999 shares; 2025Q2: 559 shares; 2025Q3: 523 shares; 2025Q4: 170 shares 170 $14.8K <0.01% -353 Timeline