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: not loaded; 2024Q4: 57,259 shares; 2025Q1: 54,869 shares; 2025Q2: 54,396 shares; 2025Q3: 56,547 shares; 2025Q4: 53,032 shares 53,032 $36.3M 4.76% -3,515 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: not loaded; 2024Q4: 133,888 shares; 2025Q1: 133,678 shares; 2025Q2: 125,355 shares; 2025Q3: 123,593 shares; 2025Q4: 118,473 shares 118,473 $32.2M 4.22% -5,120 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: not loaded; 2024Q4: 74,647 shares; 2025Q1: 72,863 shares; 2025Q2: 66,899 shares; 2025Q3: 66,261 shares; 2025Q4: 65,886 shares 65,886 $31.9M 4.18% -375 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 loaded; 2024Q4: 460,785 shares; 2025Q1: 296,730 shares; 2025Q2: 278,629 shares; 2025Q3: 264,937 shares; 2025Q4: 213,482 shares 213,482 $15.8M 2.07% -51,455 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: not loaded; 2024Q4: 46,552 shares; 2025Q1: 45,333 shares; 2025Q2: 44,804 shares; 2025Q3: 44,531 shares; 2025Q4: 44,485 shares 44,485 $14.3M 1.88% -46 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: not loaded; 2024Q4: 425,304 shares; 2025Q1: 400,105 shares; 2025Q2: 360,569 shares; 2025Q3: 377,146 shares; 2025Q4: 305,637 shares 305,637 $14.2M 1.87% -71,509 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: not loaded; 2024Q4: 38,930 shares; 2025Q1: 44,794 shares; 2025Q2: 43,986 shares; 2025Q3: 40,873 shares; 2025Q4: 39,270 shares 39,270 $13.6M 1.78% -1,603 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 91,701 shares; 2025Q2: 107,834 shares; 2025Q3: 121,501 shares; 2025Q4: 141,358 shares 141,358 $13.2M 1.73% +19,857 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: not loaded; 2024Q4: 172,321 shares; 2025Q1: 169,412 shares; 2025Q2: 146,312 shares; 2025Q3: 140,880 shares; 2025Q4: 139,056 shares 139,056 $12.4M 1.63% -1,824 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: not loaded; 2024Q4: 17,676 shares; 2025Q1: 17,788 shares; 2025Q2: 36,182 shares; 2025Q3: 40,327 shares; 2025Q4: 38,810 shares 38,810 $12.1M 1.59% -1,517 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: not loaded; 2024Q4: 55,839 shares; 2025Q1: 61,950 shares; 2025Q2: 68,773 shares; 2025Q3: 70,934 shares; 2025Q4: 71,774 shares 71,774 $10.9M 1.43% +840 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 loaded; 2024Q4: 36,980 shares; 2025Q1: 35,816 shares; 2025Q2: 36,898 shares; 2025Q3: 37,848 shares; 2025Q4: 37,320 shares 37,320 $10.8M 1.42% -528 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 36,646 shares; 2025Q1: 30,549 shares; 2025Q2: 30,993 shares; 2025Q3: 39,570 shares; 2025Q4: 39,802 shares 39,802 $10.8M 1.42% +232 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: not loaded; 2024Q4: 39,526 shares; 2025Q1: 43,564 shares; 2025Q2: 45,065 shares; 2025Q3: 44,652 shares; 2025Q4: 44,221 shares 44,221 $10.7M 1.4% -431 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: not loaded; 2024Q4: 175,605 shares; 2025Q1: 176,233 shares; 2025Q2: 181,432 shares; 2025Q3: 186,912 shares; 2025Q4: 190,266 shares 190,266 $10.2M 1.34% +3,354 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: not loaded; 2024Q4: 55,252 shares; 2025Q1: 52,724 shares; 2025Q2: 52,807 shares; 2025Q3: 51,026 shares; 2025Q4: 48,787 shares 48,787 $10.1M 1.32% -2,239 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 76,967 shares; 2025Q1: 73,721 shares; 2025Q2: 73,855 shares; 2025Q3: 76,863 shares; 2025Q4: 76,116 shares 76,116 $10.1M 1.32% -747 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 145,419 shares; 2025Q1: 147,841 shares; 2025Q2: 148,776 shares; 2025Q3: 148,498 shares; 2025Q4: 145,031 shares 145,031 $7.93M 1.04% -3,467 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: not loaded; 2024Q4: 33,611 shares; 2025Q1: 33,611 shares; 2025Q2: 33,551 shares; 2025Q3: 33,542 shares; 2025Q4: 34,051 shares 34,051 $7.86M 1.03% +509 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: not loaded; 2024Q4: 7,813 shares; 2025Q1: 5,927 shares; 2025Q2: 11,807 shares; 2025Q3: 11,614 shares; 2025Q4: 11,901 shares 11,901 $7.86M 1.03% +287 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 30,670 shares; 2025Q1: 28,359 shares; 2025Q2: 24,417 shares; 2025Q3: 28,606 shares; 2025Q4: 29,096 shares 29,096 $7.64M 1% +490 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 63,619 shares; 2025Q2: 73,844 shares; 2025Q3: 82,475 shares; 2025Q4: 96,553 shares 96,553 $7.61M 1% +14,078 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 103,868 shares; 2025Q2: 121,872 shares; 2025Q3: 135,741 shares; 2025Q4: 156,974 shares 156,974 $7.58M 0.99% +21,233 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: not loaded; 2024Q4: 140,925 shares; 2025Q1: 89,532 shares; 2025Q2: 85,704 shares; 2025Q3: 85,710 shares; 2025Q4: 93,855 shares 93,855 $7.23M 0.95% +8,145 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,252 shares; 2025Q1: 4,256 shares; 2025Q2: 4,368 shares; 2025Q3: 6,612 shares; 2025Q4: 6,706 shares 6,706 $7.18M 0.94% +94 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 113,446 shares; 2025Q1: 159,277 shares; 2025Q2: 157,576 shares; 2025Q3: 157,877 shares; 2025Q4: 151,081 shares 151,081 $7.11M 0.93% -6,796 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 27,368 shares; 2025Q1: 26,491 shares; 2025Q2: 26,869 shares; 2025Q3: 26,695 shares; 2025Q4: 27,106 shares 27,106 $6.68M 0.88% +411 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 127,741 shares; 2025Q2: 150,190 shares; 2025Q3: 200,158 shares; 2025Q4: 249,261 shares 249,261 $6.65M 0.87% +49,103 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,457 shares; 2025Q1: 11,468 shares; 2025Q2: 11,861 shares; 2025Q3: 12,020 shares; 2025Q4: 12,463 shares 12,463 $6.51M 0.85% +443 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: not loaded; 2024Q4: 36,261 shares; 2025Q1: 40,840 shares; 2025Q2: 41,197 shares; 2025Q3: 42,012 shares; 2025Q4: 42,037 shares 42,037 $6.46M 0.85% +25 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: not loaded; 2024Q4: 16,244 shares; 2025Q1: 18,040 shares; 2025Q2: 20,361 shares; 2025Q3: 20,678 shares; 2025Q4: 20,549 shares 20,549 $6.28M 0.82% -129 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,074 shares; 2025Q1: 5,398 shares; 2025Q2: 5,220 shares; 2025Q3: 4,662 shares; 2025Q4: 28,494 shares 28,494 $6.26M 0.82% +23,832 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 60,553 shares; 2025Q1: 58,115 shares; 2025Q2: 78,245 shares; 2025Q3: 91,754 shares; 2025Q4: 93,872 shares 93,872 $6.2M 0.81% +2,118 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: not loaded; 2024Q4: 29,142 shares; 2025Q1: 28,729 shares; 2025Q2: 28,722 shares; 2025Q3: 28,283 shares; 2025Q4: 26,806 shares 26,806 $6.12M 0.8% -1,477 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: not loaded; 2024Q4: 47,255 shares; 2025Q1: 45,475 shares; 2025Q2: 44,150 shares; 2025Q3: 44,364 shares; 2025Q4: 41,491 shares 41,491 $5.95M 0.78% -2,873 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,864 shares; 2025Q3: 15,910 shares; 2025Q4: 16,219 shares 16,219 $5.73M 0.75% +309 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 70,052 shares; 2025Q1: 69,759 shares; 2025Q2: 69,841 shares; 2025Q3: 70,359 shares; 2025Q4: 68,842 shares 68,842 $5.53M 0.72% -1,517 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 69,072 shares; 2025Q1: 71,235 shares; 2025Q2: 72,433 shares; 2025Q3: 78,282 shares; 2025Q4: 82,095 shares 82,095 $5.52M 0.72% +3,813 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: not loaded; 2024Q4: 46,285 shares; 2025Q1: 40,751 shares; 2025Q2: 15,154 shares; 2025Q3: 29,836 shares; 2025Q4: 29,460 shares 29,460 $5.49M 0.72% -376 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: not loaded; 2024Q4: 2,692 shares; 2025Q1: 2,746 shares; 2025Q2: 2,730 shares; 2025Q3: 2,730 shares; 2025Q4: 11,204 shares 11,204 $5.47M 0.72% +8,474 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: not loaded; 2024Q4: 86,761 shares; 2025Q1: 82,023 shares; 2025Q2: 74,163 shares; 2025Q3: 68,181 shares; 2025Q4: 56,347 shares 56,347 $5.43M 0.71% -11,834 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 185,121 shares; 2025Q2: 216,348 shares; 2025Q3: 239,475 shares; 2025Q4: 281,486 shares 281,486 $5.3M 0.7% +42,011 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 168,429 shares; 2025Q2: 196,902 shares; 2025Q3: 218,647 shares; 2025Q4: 257,088 shares 257,088 $5.3M 0.69% +38,441 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 174,631 shares; 2025Q2: 204,481 shares; 2025Q3: 228,132 shares; 2025Q4: 268,036 shares 268,036 $5.29M 0.69% +39,904 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 175,182 shares; 2025Q2: 205,433 shares; 2025Q3: 230,336 shares; 2025Q4: 269,879 shares 269,879 $5.28M 0.69% +39,543 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 57,431 shares 57,431 $5.25M 0.69% new Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 45,935 shares; 2025Q1: 41,239 shares; 2025Q2: 42,043 shares; 2025Q3: 41,757 shares; 2025Q4: 41,824 shares 41,824 $5.24M 0.69% +67 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: not loaded; 2024Q4: 1,026 shares; 2025Q1: 1,025 shares; 2025Q2: 1,025 shares; 2025Q3: 13,775 shares; 2025Q4: 13,580 shares 13,580 $5.02M 0.66% -195 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: not loaded; 2024Q4: 25,873 shares; 2025Q1: 20,646 shares; 2025Q2: 44,198 shares; 2025Q3: 44,887 shares; 2025Q4: 46,201 shares 46,201 $4.87M 0.64% +1,314 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: not loaded; 2024Q4: 14,376 shares; 2025Q1: 13,493 shares; 2025Q2: 14,983 shares; 2025Q3: 14,960 shares; 2025Q4: 14,835 shares 14,835 $4.86M 0.64% -125 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 32,177 shares; 2025Q1: 33,632 shares; 2025Q2: 36,478 shares; 2025Q3: 36,168 shares; 2025Q4: 36,214 shares 36,214 $4.67M 0.61% +46 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: not loaded; 2024Q4: 11,041 shares; 2025Q1: 10,382 shares; 2025Q2: 10,640 shares; 2025Q3: 10,617 shares; 2025Q4: 10,914 shares 10,914 $4.65M 0.61% +297 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: not loaded; 2024Q4: 30,645 shares; 2025Q1: 30,875 shares; 2025Q2: 37,353 shares; 2025Q3: 37,368 shares; 2025Q4: 30,868 shares 30,868 $4.43M 0.58% -6,500 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: not loaded; 2024Q4: 13,736 shares; 2025Q1: 13,131 shares; 2025Q2: 13,318 shares; 2025Q3: 13,187 shares; 2025Q4: 12,978 shares 12,978 $4.37M 0.57% -209 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: not loaded; 2024Q4: 23,454 shares; 2025Q1: 20,768 shares; 2025Q2: 25,772 shares; 2025Q3: 13,167 shares; 2025Q4: 13,174 shares 13,174 $4.35M 0.57% +7 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 252,676 shares 252,676 $4.28M 0.56% new 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: not loaded; 2024Q4: 15,641 shares; 2025Q1: 15,000 shares; 2025Q2: 15,566 shares; 2025Q3: 14,630 shares; 2025Q4: 13,565 shares 13,565 $4.23M 0.56% -1,065 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,752 shares; 2025Q1: 5,551 shares; 2025Q2: 5,423 shares; 2025Q3: 5,015 shares; 2025Q4: 4,789 shares 4,789 $4.21M 0.55% -226 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: not loaded; 2024Q4: 3,209 shares; 2025Q1: 3,123 shares; 2025Q2: 12,643 shares; 2025Q3: 12,936 shares; 2025Q4: 14,012 shares 14,012 $4.15M 0.54% +1,076 Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 34,912 shares; 2025Q2: 41,000 shares; 2025Q3: 37,668 shares; 2025Q4: 42,294 shares 42,294 $4.14M 0.54% +4,626 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: not loaded; 2024Q4: 5,834 shares; 2025Q1: 6,017 shares; 2025Q2: 4,731 shares; 2025Q3: 4,703 shares; 2025Q4: 4,788 shares 4,788 $4.13M 0.54% +85 Timeline USHY 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 loaded; 2024Q4: 196,200 shares; 2025Q1: 186,861 shares; 2025Q2: 165,549 shares; 2025Q3: 116,204 shares; 2025Q4: 109,648 shares 109,648 $4.1M 0.54% -6,556 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: not loaded; 2024Q4: 15,440 shares; 2025Q1: 14,844 shares; 2025Q2: 14,290 shares; 2025Q3: 14,093 shares; 2025Q4: 13,894 shares 13,894 $4.08M 0.53% -199 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: not loaded; 2024Q4: 17,032 shares; 2025Q1: 16,722 shares; 2025Q2: 16,944 shares; 2025Q3: 16,958 shares; 2025Q4: 15,785 shares 15,785 $4.06M 0.53% -1,173 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: not loaded; 2024Q4: 37,138 shares; 2025Q1: 41,280 shares; 2025Q2: 43,258 shares; 2025Q3: 44,169 shares; 2025Q4: 37,959 shares 37,959 $4M 0.52% -6,210 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: not loaded; 2024Q4: 44,043 shares; 2025Q1: 43,056 shares; 2025Q2: 36,459 shares; 2025Q3: 36,409 shares; 2025Q4: 35,862 shares 35,862 $4M 0.52% -547 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: not loaded; 2024Q4: 30,484 shares; 2025Q1: 32,546 shares; 2025Q2: 32,508 shares; 2025Q3: 31,438 shares; 2025Q4: 29,295 shares 29,295 $3.96M 0.52% -2,143 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 153,115 shares; 2025Q2: 152,948 shares; 2025Q3: 150,400 shares; 2025Q4: 144,219 shares 144,219 $3.67M 0.48% -6,181 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 31,758 shares; 2025Q2: 36,978 shares; 2025Q3: 40,795 shares; 2025Q4: 46,845 shares 46,845 $3.65M 0.48% +6,050 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: not loaded; 2024Q4: 16,229 shares; 2025Q1: 15,225 shares; 2025Q2: 15,989 shares; 2025Q3: not reported; 2025Q4: 14,736 shares 14,736 $3.63M 0.48% new 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: not loaded; 2024Q4: 54,600 shares; 2025Q1: 49,955 shares; 2025Q2: 52,855 shares; 2025Q3: 33,768 shares; 2025Q4: 32,804 shares 32,804 $3.62M 0.47% -964 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,571 shares; 2025Q1: 10,714 shares; 2025Q2: 11,533 shares; 2025Q3: 11,517 shares; 2025Q4: 11,590 shares 11,590 $3.57M 0.47% +73 Timeline BLV 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 loaded; 2024Q4: not reported; 2025Q1: 34,453 shares; 2025Q2: 40,952 shares; 2025Q3: 45,209 shares; 2025Q4: 51,075 shares 51,075 $3.55M 0.47% +5,866 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: not loaded; 2024Q4: 38,098 shares; 2025Q1: 37,154 shares; 2025Q2: 41,506 shares; 2025Q3: 41,447 shares; 2025Q4: 41,991 shares 41,991 $3.54M 0.46% +544 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 26,819 shares; 2025Q1: 25,925 shares; 2025Q2: 25,350 shares; 2025Q3: 24,924 shares; 2025Q4: 25,479 shares 25,479 $3.38M 0.44% +555 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,353 shares; 2025Q1: 19,617 shares; 2025Q2: 19,650 shares; 2025Q3: 19,951 shares; 2025Q4: 19,683 shares 19,683 $3.37M 0.44% -268 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,408 shares; 2025Q4: 6,561 shares 6,561 $3.35M 0.44% +153 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: not loaded; 2024Q4: 14,502 shares; 2025Q1: 12,846 shares; 2025Q2: 12,262 shares; 2025Q3: 12,283 shares; 2025Q4: 12,162 shares 12,162 $3.32M 0.44% -121 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,150 shares; 2025Q1: 13,707 shares; 2025Q2: 13,457 shares; 2025Q3: 13,656 shares; 2025Q4: 13,424 shares 13,424 $3.26M 0.43% -232 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,948 shares; 2025Q1: 16,670 shares; 2025Q2: 25,285 shares; 2025Q3: 17,535 shares; 2025Q4: 12,083 shares 12,083 $3.24M 0.43% -5,452 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: not loaded; 2024Q4: 5,631 shares; 2025Q1: 4,643 shares; 2025Q2: not reported; 2025Q3: 3,535 shares; 2025Q4: 3,652 shares 3,652 $3.21M 0.42% +117 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: not loaded; 2024Q4: 20,736 shares; 2025Q1: 23,885 shares; 2025Q2: 23,434 shares; 2025Q3: 23,218 shares; 2025Q4: 22,754 shares 22,754 $3.14M 0.41% -464 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: not loaded; 2024Q4: 26,048 shares; 2025Q1: 31,155 shares; 2025Q2: 33,259 shares; 2025Q3: 33,969 shares; 2025Q4: 33,369 shares 33,369 $3.07M 0.4% -600 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: not loaded; 2024Q4: 29,857 shares; 2025Q1: 28,557 shares; 2025Q2: 29,053 shares; 2025Q3: 29,161 shares; 2025Q4: 27,279 shares 27,279 $3.06M 0.4% -1,882 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: not loaded; 2024Q4: 5,884 shares; 2025Q1: 5,853 shares; 2025Q2: 5,542 shares; 2025Q3: 5,685 shares; 2025Q4: 5,974 shares 5,974 $3M 0.39% +289 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: not loaded; 2024Q4: 3,193 shares; 2025Q1: 3,152 shares; 2025Q2: 3,137 shares; 2025Q3: 3,151 shares; 2025Q4: 2,945 shares 2,945 $2.97M 0.39% -206 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: not loaded; 2024Q4: 4,841 shares; 2025Q1: 4,849 shares; 2025Q2: 4,879 shares; 2025Q3: 4,975 shares; 2025Q4: 5,098 shares 5,098 $2.91M 0.38% +123 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 242,101 shares; 2025Q1: 146,335 shares; 2025Q2: 149,210 shares; 2025Q3: 150,136 shares; 2025Q4: 146,417 shares 146,417 $2.83M 0.37% -3,719 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 25,728 shares; 2025Q1: 27,019 shares; 2025Q2: 27,627 shares; 2025Q3: 28,092 shares; 2025Q4: 26,920 shares 26,920 $2.8M 0.37% -1,172 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: not loaded; 2024Q4: 5,479 shares; 2025Q1: 6,284 shares; 2025Q2: 6,603 shares; 2025Q3: 7,676 shares; 2025Q4: 7,940 shares 7,940 $2.78M 0.37% +264 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: not loaded; 2024Q4: 53,951 shares; 2025Q1: 52,659 shares; 2025Q2: 51,103 shares; 2025Q3: 51,247 shares; 2025Q4: 50,417 shares 50,417 $2.77M 0.36% -830 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: not loaded; 2024Q4: 3,707 shares; 2025Q1: 3,846 shares; 2025Q2: 3,826 shares; 2025Q3: 3,941 shares; 2025Q4: 4,081 shares 4,081 $2.7M 0.35% +140 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: not loaded; 2024Q4: 42,777 shares; 2025Q1: 29,762 shares; 2025Q2: 29,353 shares; 2025Q3: 29,421 shares; 2025Q4: 29,262 shares 29,262 $2.65M 0.35% -159 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 38,717 shares 38,717 $2.53M 0.33% new 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: not loaded; 2024Q4: 23,945 shares; 2025Q1: 23,974 shares; 2025Q2: 24,454 shares; 2025Q3: 25,433 shares; 2025Q4: 26,371 shares 26,371 $2.51M 0.33% +938 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,906 shares; 2025Q1: 5,960 shares; 2025Q2: 6,021 shares; 2025Q3: 6,126 shares; 2025Q4: 6,311 shares 6,311 $2.42M 0.32% +185 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,256 shares; 2025Q1: 5,390 shares; 2025Q2: 6,051 shares; 2025Q3: 6,516 shares; 2025Q4: 6,868 shares 6,868 $2.41M 0.32% +352 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 30,268 shares; 2025Q1: 31,422 shares; 2025Q2: 33,997 shares; 2025Q3: 33,829 shares; 2025Q4: 33,821 shares 33,821 $2.37M 0.31% -8 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 114,000 shares; 2025Q1: 85,977 shares; 2025Q2: 84,169 shares; 2025Q3: 39,148 shares; 2025Q4: 38,838 shares 38,838 $2.33M 0.31% -310 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: not loaded; 2024Q4: 18,417 shares; 2025Q1: 19,080 shares; 2025Q2: 19,244 shares; 2025Q3: 19,611 shares; 2025Q4: 19,705 shares 19,705 $2.31M 0.3% +94 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: not loaded; 2024Q4: 2,760 shares; 2025Q1: 2,737 shares; 2025Q2: 2,675 shares; 2025Q3: 2,683 shares; 2025Q4: 23,771 shares 23,771 $2.23M 0.29% +21,088 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 172,533 shares; 2025Q1: 181,734 shares; 2025Q2: 175,360 shares; 2025Q3: 168,290 shares; 2025Q4: 164,352 shares 164,352 $2.18M 0.29% -3,938 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,013 shares; 2025Q1: 10,214 shares; 2025Q2: 10,274 shares; 2025Q3: 11,107 shares; 2025Q4: 7,452 shares 7,452 $2.16M 0.28% -3,655 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 23,649 shares; 2025Q1: 26,577 shares; 2025Q2: 26,623 shares; 2025Q3: 26,968 shares; 2025Q4: 26,350 shares 26,350 $2.11M 0.28% -618 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 103,521 shares; 2025Q1: 102,464 shares; 2025Q2: 97,580 shares; 2025Q3: 95,693 shares; 2025Q4: 90,635 shares 90,635 $2.11M 0.28% -5,058 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: not loaded; 2024Q4: not reported; 2025Q1: 2,286 shares; 2025Q2: 2,411 shares; 2025Q3: 2,625 shares; 2025Q4: 13,267 shares 13,267 $2.03M 0.27% +10,642 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: not loaded; 2024Q4: 7,430 shares; 2025Q1: 7,300 shares; 2025Q2: 6,421 shares; 2025Q3: 6,789 shares; 2025Q4: 13,976 shares 13,976 $2.01M 0.26% +7,187 Timeline IX ORIX CORP More: the full row for ORIX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,663 shares; 2025Q1: 67,287 shares; 2025Q2: 67,964 shares; 2025Q3: 66,637 shares; 2025Q4: 65,395 shares 65,395 $1.91M 0.25% -1,242 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: not loaded; 2024Q4: 19,578 shares; 2025Q1: 19,578 shares; 2025Q2: 19,542 shares; 2025Q3: 19,812 shares; 2025Q4: 19,746 shares 19,746 $1.9M 0.25% -66 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,121 shares 36,121 $1.8M 0.24% new 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: not loaded; 2024Q4: 70,567 shares; 2025Q1: 70,572 shares; 2025Q2: 23,802 shares; 2025Q3: 26,461 shares; 2025Q4: 28,803 shares 28,803 $1.8M 0.24% +2,342 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,831 shares 2,831 $1.76M 0.23% new 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: not loaded; 2024Q4: 2,544 shares; 2025Q1: 3,580 shares; 2025Q2: 3,553 shares; 2025Q3: 3,398 shares; 2025Q4: 2,802 shares 2,802 $1.7M 0.22% -596 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 24,115 shares; 2025Q1: 23,324 shares; 2025Q2: 23,005 shares; 2025Q3: 22,550 shares; 2025Q4: 21,068 shares 21,068 $1.66M 0.22% -1,482 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: not loaded; 2024Q4: 4,930 shares; 2025Q1: 4,837 shares; 2025Q2: 4,790 shares; 2025Q3: 4,794 shares; 2025Q4: 4,714 shares 4,714 $1.62M 0.21% -80 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: not loaded; 2024Q4: 20,277 shares; 2025Q1: 15,831 shares; 2025Q2: 10,222 shares; 2025Q3: 10,067 shares; 2025Q4: 10,056 shares 10,056 $1.61M 0.21% -11 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,572 shares; 2025Q1: 9,520 shares; 2025Q2: 9,369 shares; 2025Q3: 8,965 shares; 2025Q4: 7,707 shares 7,707 $1.61M 0.21% -1,258 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: not loaded; 2024Q4: 2,206 shares; 2025Q1: 2,121 shares; 2025Q2: 2,348 shares; 2025Q3: 2,478 shares; 2025Q4: 2,516 shares 2,516 $1.58M 0.21% +38 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,020 shares; 2025Q1: 23,490 shares; 2025Q2: 26,648 shares; 2025Q3: 16,878 shares; 2025Q4: 15,689 shares 15,689 $1.57M 0.21% -1,189 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,974 shares; 2025Q1: 7,965 shares; 2025Q2: 8,268 shares; 2025Q3: 8,652 shares; 2025Q4: 7,497 shares 7,497 $1.52M 0.2% -1,155 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,597 shares; 2025Q1: 3,839 shares; 2025Q2: 3,881 shares; 2025Q3: 3,922 shares; 2025Q4: 3,362 shares 3,362 $1.51M 0.2% -560 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: not loaded; 2024Q4: 32,646 shares; 2025Q1: 30,970 shares; 2025Q2: 30,730 shares; 2025Q3: 31,268 shares; 2025Q4: 31,052 shares 31,052 $1.5M 0.2% -216 Timeline BEPC BROOKFIELD RENEWABLE CORP More: the full row for BROOKFIELD RENEWABLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 35,040 shares; 2025Q1: 47,554 shares; 2025Q2: 47,938 shares; 2025Q3: 46,752 shares; 2025Q4: 38,819 shares 38,819 $1.49M 0.2% -7,933 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: not loaded; 2024Q4: 13,589 shares; 2025Q1: 13,698 shares; 2025Q2: 13,916 shares; 2025Q3: 14,096 shares; 2025Q4: 14,059 shares 14,059 $1.48M 0.19% -37 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,489 shares; 2025Q1: 17,484 shares; 2025Q2: 16,977 shares; 2025Q3: 16,209 shares; 2025Q4: 32,943 shares 32,943 $1.47M 0.19% +16,734 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,483 shares; 2025Q1: 33,689 shares; 2025Q2: 34,445 shares; 2025Q3: 35,470 shares; 2025Q4: 19,746 shares 19,746 $1.45M 0.19% -15,724 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: not loaded; 2024Q4: 5,481 shares; 2025Q1: 5,599 shares; 2025Q2: 9,321 shares; 2025Q3: 59,101 shares; 2025Q4: 36,193 shares 36,193 $1.45M 0.19% -22,908 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: not loaded; 2024Q4: 5,720 shares; 2025Q1: 7,740 shares; 2025Q2: 8,435 shares; 2025Q3: 8,648 shares; 2025Q4: 8,163 shares 8,163 $1.43M 0.19% -485 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,612 shares; 2025Q1: 3,769 shares; 2025Q2: 3,772 shares; 2025Q3: 3,743 shares; 2025Q4: 3,219 shares 3,219 $1.43M 0.19% -524 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 49,368 shares; 2025Q1: 22,563 shares; 2025Q2: 22,326 shares; 2025Q3: 22,640 shares; 2025Q4: 22,758 shares 22,758 $1.42M 0.19% +118 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,006 shares 8,006 $1.42M 0.19% new Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 22,658 shares; 2025Q1: 23,276 shares; 2025Q2: 22,930 shares; 2025Q3: 23,129 shares; 2025Q4: 21,068 shares 21,068 $1.42M 0.19% -2,061 Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,047 shares; 2025Q1: 5,415 shares; 2025Q2: 5,495 shares; 2025Q3: 5,573 shares; 2025Q4: 4,885 shares 4,885 $1.41M 0.19% -688 Timeline PMBS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,816 shares; 2025Q4: 27,779 shares 27,779 $1.38M 0.18% +10,963 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: not loaded; 2024Q4: 20,801 shares; 2025Q1: 25,711 shares; 2025Q2: 25,495 shares; 2025Q3: 25,883 shares; 2025Q4: 22,834 shares 22,834 $1.37M 0.18% -3,049 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: not loaded; 2024Q4: 5,594 shares; 2025Q1: 4,920 shares; 2025Q2: 4,890 shares; 2025Q3: 4,408 shares; 2025Q4: 4,021 shares 4,021 $1.35M 0.18% -387 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 8,824 shares; 2025Q2: 10,411 shares; 2025Q3: 11,567 shares; 2025Q4: 14,140 shares 14,140 $1.34M 0.18% +2,573 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: not loaded; 2024Q4: 2,515 shares; 2025Q1: 2,575 shares; 2025Q2: 2,609 shares; 2025Q3: 2,669 shares; 2025Q4: 2,700 shares 2,700 $1.31M 0.17% +31 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,738 shares; 2025Q1: 20,727 shares; 2025Q2: 20,366 shares; 2025Q3: 20,658 shares; 2025Q4: 18,112 shares 18,112 $1.27M 0.17% -2,546 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 26,503 shares; 2025Q1: 36,210 shares; 2025Q2: 37,118 shares; 2025Q3: 38,100 shares; 2025Q4: 33,610 shares 33,610 $1.24M 0.16% -4,490 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: not loaded; 2024Q4: 3,960 shares; 2025Q1: 10,020 shares; 2025Q2: 10,136 shares; 2025Q3: 10,181 shares; 2025Q4: 9,975 shares 9,975 $1.23M 0.16% -206 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: not loaded; 2024Q4: 6,950 shares; 2025Q1: 7,192 shares; 2025Q2: 7,034 shares; 2025Q3: 7,048 shares; 2025Q4: 6,053 shares 6,053 $1.22M 0.16% -995 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: not loaded; 2024Q4: 6,112 shares; 2025Q1: 4,765 shares; 2025Q2: 4,682 shares; 2025Q3: 1,192 shares; 2025Q4: 1,125 shares 1,125 $1.21M 0.16% -67 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,391 shares 9,391 $1.2M 0.16% new Timeline ADC AGREE RLTY CORP More: the full row for AGREE RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,272 shares; 2025Q1: 16,879 shares; 2025Q2: 17,150 shares; 2025Q3: 18,125 shares; 2025Q4: 16,283 shares 16,283 $1.17M 0.15% -1,842 Timeline SUI SUN CMNTYS INC More: the full row for SUN CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,306 shares; 2025Q1: 9,881 shares; 2025Q2: 10,183 shares; 2025Q3: 10,552 shares; 2025Q4: 9,331 shares 9,331 $1.16M 0.15% -1,221 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: not loaded; 2024Q4: 1,986 shares; 2025Q1: 1,850 shares; 2025Q2: 1,702 shares; 2025Q3: 1,658 shares; 2025Q4: 1,649 shares 1,649 $1.12M 0.15% -9 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: not loaded; 2024Q4: 2,022 shares; 2025Q1: 2,022 shares; 2025Q2: 2,025 shares; 2025Q3: 1,995 shares; 2025Q4: 1,948 shares 1,948 $1.12M 0.15% -47 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,186 shares; 2025Q1: 6,781 shares; 2025Q2: 6,853 shares; 2025Q3: 7,189 shares; 2025Q4: 6,156 shares 6,156 $1.08M 0.14% -1,033 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,428 shares; 2025Q1: 3,736 shares; 2025Q2: 3,867 shares; 2025Q3: 4,119 shares; 2025Q4: 3,559 shares 3,559 $1.07M 0.14% -560 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: not loaded; 2024Q4: 16,181 shares; 2025Q1: 16,627 shares; 2025Q2: 18,622 shares; 2025Q3: 18,560 shares; 2025Q4: 8,509 shares 8,509 $1.07M 0.14% -10,051 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: not loaded; 2024Q4: 121,934 shares; 2025Q1: 124,299 shares; 2025Q2: 61,276 shares; 2025Q3: 65,377 shares; 2025Q4: 35,628 shares 35,628 $1.06M 0.14% -29,749 Timeline POST POST HLDGS INC More: the full row for POST HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,938 shares; 2025Q1: 11,080 shares; 2025Q2: 11,332 shares; 2025Q3: 12,021 shares; 2025Q4: 10,726 shares 10,726 $1.06M 0.14% -1,295 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,792 shares; 2025Q1: 6,267 shares; 2025Q2: 6,284 shares; 2025Q3: 6,285 shares; 2025Q4: 6,386 shares 6,386 $1.02M 0.13% +101 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: not loaded; 2024Q4: 1,794 shares; 2025Q1: 1,794 shares; 2025Q2: 1,794 shares; 2025Q3: 2,308 shares; 2025Q4: 2,123 shares 2,123 $1M 0.13% -185 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,633 shares; 2025Q1: 11,633 shares; 2025Q2: 11,506 shares; 2025Q3: 11,422 shares; 2025Q4: 11,378 shares 11,378 $996K 0.13% -44 Timeline FSV FIRSTSERVICE CORP NEW More: the full row for FIRSTSERVICE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,690 shares; 2025Q1: 7,369 shares; 2025Q2: 7,502 shares; 2025Q3: 7,583 shares; 2025Q4: 6,166 shares 6,166 $959K 0.13% -1,417 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,664 shares; 2025Q1: 10,138 shares; 2025Q2: 9,650 shares; 2025Q3: 9,612 shares; 2025Q4: 9,562 shares 9,562 $955K 0.13% -50 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: not loaded; 2024Q4: 7,065 shares; 2025Q1: 7,065 shares; 2025Q2: 26,456 shares; 2025Q3: 27,399 shares; 2025Q4: 17,915 shares 17,915 $912K 0.12% -9,484 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,521 shares; 2025Q3: 7,826 shares; 2025Q4: 9,018 shares 9,018 $898K 0.12% +1,192 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: not loaded; 2024Q4: 2,084 shares; 2025Q1: 2,222 shares; 2025Q2: 2,258 shares; 2025Q3: 2,373 shares; 2025Q4: 1,927 shares 1,927 $875K 0.11% -446 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: not loaded; 2024Q4: 1,475 shares; 2025Q1: 1,365 shares; 2025Q2: 1,420 shares; 2025Q3: 1,420 shares; 2025Q4: 1,420 shares 1,420 $872K 0.11% 0 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: not loaded; 2024Q4: 12,271 shares; 2025Q1: 12,276 shares; 2025Q2: 12,208 shares; 2025Q3: 14,094 shares; 2025Q4: 10,821 shares 10,821 $862K 0.11% -3,273 Timeline SPTI 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 loaded; 2024Q4: 29,802 shares; 2025Q1: 29,802 shares; 2025Q2: 29,802 shares; 2025Q3: 29,802 shares; 2025Q4: 29,802 shares 29,802 $859K 0.11% 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: not loaded; 2024Q4: 1,964 shares; 2025Q1: not reported; 2025Q2: 1,737 shares; 2025Q3: not reported; 2025Q4: 7,422 shares 7,422 $844K 0.11% new Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,154 shares; 2025Q1: 1,175 shares; 2025Q2: 1,129 shares; 2025Q3: 1,129 shares; 2025Q4: 1,767 shares 1,767 $823K 0.11% +638 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 47,432 shares; 2025Q1: 54,545 shares; 2025Q2: 54,029 shares; 2025Q3: 55,740 shares; 2025Q4: 28,022 shares 28,022 $785K 0.1% -27,718 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: not loaded; 2024Q4: 14,017 shares; 2025Q1: 16,442 shares; 2025Q2: 16,869 shares; 2025Q3: 18,720 shares; 2025Q4: 11,396 shares 11,396 $776K 0.1% -7,324 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 25,387 shares; 2025Q2: 25,402 shares; 2025Q3: 25,734 shares; 2025Q4: 13,655 shares 13,655 $735K 0.1% -12,079 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: not loaded; 2024Q4: 1,962 shares; 2025Q1: 1,656 shares; 2025Q2: 1,637 shares; 2025Q3: 1,638 shares; 2025Q4: 1,611 shares 1,611 $724K 0.09% -27 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: not loaded; 2024Q4: 19,390 shares; 2025Q1: 25,813 shares; 2025Q2: 7,657 shares; 2025Q3: 7,686 shares; 2025Q4: 7,351 shares 7,351 $719K 0.09% -335 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: not loaded; 2024Q4: 5,847 shares; 2025Q1: 6,435 shares; 2025Q2: 7,092 shares; 2025Q3: 9,079 shares; 2025Q4: 2,663 shares 2,663 $705K 0.09% -6,416 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: not loaded; 2024Q4: 7,452 shares; 2025Q1: 7,452 shares; 2025Q2: 7,452 shares; 2025Q3: 7,452 shares; 2025Q4: 7,419 shares 7,419 $691K 0.09% -33 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 22,144 shares; 2025Q1: 22,144 shares; 2025Q2: 21,344 shares; 2025Q3: 20,544 shares; 2025Q4: 28,530 shares 28,530 $676K 0.09% +7,986 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: not loaded; 2024Q4: 25,683 shares; 2025Q1: 25,683 shares; 2025Q2: 25,435 shares; 2025Q3: 26,000 shares; 2025Q4: 26,002 shares 26,002 $666K 0.09% +2 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,639 shares; 2025Q1: 12,228 shares; 2025Q2: 10,273 shares; 2025Q3: 8,235 shares; 2025Q4: 6,158 shares 6,158 $615K 0.08% -2,077 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,265 shares; 2025Q1: 23,300 shares; 2025Q2: 23,703 shares; 2025Q3: 24,857 shares; 2025Q4: 14,426 shares 14,426 $604K 0.08% -10,431 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: not loaded; 2024Q4: 2,013 shares; 2025Q1: 2,013 shares; 2025Q2: 2,013 shares; 2025Q3: 2,013 shares; 2025Q4: 2,013 shares 2,013 $584K 0.08% 0 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,923 shares; 2025Q4: 11,999 shares 11,999 $571K 0.07% +5,076 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,656 shares; 2025Q1: 10,774 shares; 2025Q2: 11,436 shares; 2025Q3: 11,414 shares; 2025Q4: 5,276 shares 5,276 $541K 0.07% -6,138 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: not loaded; 2024Q4: 10,655 shares; 2025Q1: 10,655 shares; 2025Q2: 10,425 shares; 2025Q3: 10,512 shares; 2025Q4: 10,116 shares 10,116 $540K 0.07% -396 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: not loaded; 2024Q4: 1,861 shares; 2025Q1: 1,861 shares; 2025Q2: 1,861 shares; 2025Q3: 2,678 shares; 2025Q4: 2,678 shares 2,678 $522K 0.07% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,425 shares; 2025Q1: 7,425 shares; 2025Q2: 7,376 shares; 2025Q3: 7,426 shares; 2025Q4: 7,426 shares 7,426 $519K 0.07% 0 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,128 shares; 2025Q1: 3,969 shares; 2025Q2: 3,781 shares; 2025Q3: 3,695 shares; 2025Q4: 1,608 shares 1,608 $514K 0.07% -2,087 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,763 shares; 2025Q1: 1,763 shares; 2025Q2: 1,760 shares; 2025Q3: 1,760 shares; 2025Q4: 1,760 shares 1,760 $508K 0.07% 0 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 210,433 shares; 2025Q1: 8,500 shares; 2025Q2: 8,500 shares; 2025Q3: 8,500 shares; 2025Q4: 8,500 shares 8,500 $499K 0.07% 0 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 21,545 shares; 2025Q1: 22,540 shares; 2025Q2: 23,212 shares; 2025Q3: 3,193 shares; 2025Q4: 4,023 shares 4,023 $484K 0.06% +830 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,204 shares; 2025Q1: 2,902 shares; 2025Q2: 2,897 shares; 2025Q3: 3,022 shares; 2025Q4: 1,089 shares 1,089 $454K 0.06% -1,933 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: not loaded; 2024Q4: 2,537 shares; 2025Q1: 2,384 shares; 2025Q2: 2,384 shares; 2025Q3: 2,418 shares; 2025Q4: 2,444 shares 2,444 $448K 0.06% +26 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: not loaded; 2024Q4: 13,303 shares; 2025Q1: 11,857 shares; 2025Q2: 11,865 shares; 2025Q3: 11,959 shares; 2025Q4: 11,959 shares 11,959 $441K 0.06% 0 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 loaded; 2024Q4: 2,695 shares; 2025Q1: 2,695 shares; 2025Q2: 2,699 shares; 2025Q3: 2,713 shares; 2025Q4: 2,678 shares 2,678 $431K 0.06% -35 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,247 shares; 2025Q1: not reported; 2025Q2: 1,280 shares; 2025Q3: 1,276 shares; 2025Q4: 1,308 shares 1,308 $410K 0.05% +32 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,376 shares; 2025Q1: 2,376 shares; 2025Q2: 2,376 shares; 2025Q3: 2,376 shares; 2025Q4: 2,376 shares 2,376 $386K 0.05% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,294 shares; 2025Q1: 3,294 shares; 2025Q2: 3,294 shares; 2025Q3: 3,294 shares; 2025Q4: 3,294 shares 3,294 $384K 0.05% 0 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,397 shares; 2025Q4: 9,897 shares 9,897 $380K 0.05% +500 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: not loaded; 2024Q4: 507 shares; 2025Q1: 503 shares; 2025Q2: 497 shares; 2025Q3: 497 shares; 2025Q4: 497 shares 497 $375K 0.05% 0 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 loaded; 2024Q4: 1,396 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $373K 0.05% 0 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,532 shares; 2025Q3: 2,909 shares; 2025Q4: 1,057 shares 1,057 $356K 0.05% -1,852 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,747 shares; 2025Q1: 5,943 shares; 2025Q2: 4,468 shares; 2025Q3: 3,798 shares; 2025Q4: 2,395 shares 2,395 $356K 0.05% -1,403 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: not loaded; 2024Q4: 1,008 shares; 2025Q1: 1,010 shares; 2025Q2: 1,012 shares; 2025Q3: 1,014 shares; 2025Q4: 1,016 shares 1,016 $350K 0.05% +2 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,783 shares; 2025Q1: 1,617 shares; 2025Q2: 1,617 shares; 2025Q3: 1,632 shares; 2025Q4: 1,632 shares 1,632 $349K 0.05% 0 Timeline AROW ARROW FINL CORP More: the full row for ARROW FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,000 shares; 2025Q1: 11,000 shares; 2025Q2: 11,000 shares; 2025Q3: 11,000 shares; 2025Q4: 11,000 shares 11,000 $345K 0.05% 0 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,789 shares; 2025Q1: 3,691 shares; 2025Q2: 4,388 shares; 2025Q3: 4,169 shares; 2025Q4: 4,510 shares 4,510 $340K 0.04% +341 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,576 shares; 2025Q1: 1,460 shares; 2025Q2: 1,453 shares; 2025Q3: 1,327 shares; 2025Q4: 1,311 shares 1,311 $338K 0.04% -16 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,671 shares; 2025Q1: 3,671 shares; 2025Q2: 3,671 shares; 2025Q3: 3,671 shares; 2025Q4: 3,671 shares 3,671 $325K 0.04% 0 Timeline PSK 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 loaded; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $317K 0.04% 0 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: not loaded; 2024Q4: 850 shares; 2025Q1: 850 shares; 2025Q2: 814 shares; 2025Q3: 814 shares; 2025Q4: 814 shares 814 $317K 0.04% 0 Timeline PFF 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 loaded; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $310K 0.04% 0 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,947 shares; 2025Q1: 747 shares; 2025Q2: 747 shares; 2025Q3: 747 shares; 2025Q4: 772 shares 772 $306K 0.04% +25 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,327 shares; 2025Q1: 2,292 shares; 2025Q2: 2,426 shares; 2025Q3: 2,427 shares; 2025Q4: 2,428 shares 2,428 $306K 0.04% +1 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,500 shares; 2025Q1: 15,500 shares; 2025Q2: 15,500 shares; 2025Q3: 15,500 shares; 2025Q4: 15,500 shares 15,500 $306K 0.04% 0 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: not loaded; 2024Q4: 504 shares; 2025Q1: 504 shares; 2025Q2: 504 shares; 2025Q3: 517 shares; 2025Q4: 517 shares 517 $300K 0.04% 0 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 672 shares; 2025Q1: 672 shares; 2025Q2: 672 shares; 2025Q3: 672 shares; 2025Q4: 672 shares 672 $299K 0.04% 0 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 998 shares; 2025Q1: 981 shares; 2025Q2: 1,035 shares; 2025Q3: 1,035 shares; 2025Q4: 1,036 shares 1,036 $298K 0.04% +1 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: not loaded; 2024Q4: 12,436 shares; 2025Q1: not reported; 2025Q2: 9,193 shares; 2025Q3: 9,678 shares; 2025Q4: 9,632 shares 9,632 $270K 0.04% -46 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,172 shares; 2025Q1: 1,172 shares; 2025Q2: 1,172 shares; 2025Q3: 1,239 shares; 2025Q4: 1,239 shares 1,239 $261K 0.03% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,121 shares; 2025Q2: 2,121 shares; 2025Q3: 2,121 shares; 2025Q4: 2,121 shares 2,121 $260K 0.03% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,015 shares; 2025Q1: 1,017 shares; 2025Q2: 1,020 shares; 2025Q3: 1,022 shares; 2025Q4: 1,025 shares 1,025 $253K 0.03% +3 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,793 shares; 2025Q1: 1,767 shares; 2025Q2: 1,840 shares; 2025Q3: 1,840 shares; 2025Q4: 1,840 shares 1,840 $246K 0.03% 0 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,521 shares; 2025Q3: 2,521 shares; 2025Q4: 2,521 shares 2,521 $244K 0.03% 0 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,222 shares; 2025Q1: 7,778 shares; 2025Q2: 7,700 shares; 2025Q3: 6,104 shares; 2025Q4: 5,353 shares 5,353 $242K 0.03% -751 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: not loaded; 2024Q4: 2,340 shares; 2025Q1: 2,340 shares; 2025Q2: 2,340 shares; 2025Q3: 2,340 shares; 2025Q4: 2,298 shares 2,298 $215K 0.03% -42 Timeline IVOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,750 shares; 2025Q4: 1,750 shares 1,750 $210K 0.03% 0 Timeline MVIS MICROVISION INC DEL More: the full row for MICROVISION INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 33,400 shares; 2025Q1: 33,400 shares; 2025Q2: 33,400 shares; 2025Q3: 33,400 shares; 2025Q4: 33,400 shares 33,400 $27.7K <0.01% 0 Timeline