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: 629,649 shares; 2024Q4: 749,682 shares; 2025Q1: 723,422 shares; 2025Q2: 578,619 shares; 2025Q3: 570,409 shares; 2025Q4: 574,417 shares 574,417 $156M 8.58% +4,008 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: 503,384 shares; 2024Q4: 503,452 shares; 2025Q1: 503,969 shares; 2025Q2: 503,969 shares; 2025Q3: 503,942 shares; 2025Q4: 503,927 shares 503,927 $80.7M 4.43% -15 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: 137,564 shares; 2024Q4: 146,074 shares; 2025Q1: 144,619 shares; 2025Q2: 132,611 shares; 2025Q3: 129,625 shares; 2025Q4: 129,671 shares 129,671 $65.2M 3.58% +46 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: 134,117 shares; 2024Q4: 196,439 shares; 2025Q1: 195,067 shares; 2025Q2: 132,882 shares; 2025Q3: 129,957 shares; 2025Q4: 129,947 shares 129,947 $62.8M 3.45% -10 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: 233,265 shares; 2024Q4: 288,451 shares; 2025Q1: 285,108 shares; 2025Q2: 224,487 shares; 2025Q3: 223,082 shares; 2025Q4: 222,255 shares 222,255 $51.3M 2.82% -827 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: 142,653 shares; 2024Q4: 243,016 shares; 2025Q1: 241,442 shares; 2025Q2: 140,314 shares; 2025Q3: 137,546 shares; 2025Q4: 138,644 shares 138,644 $44.7M 2.45% +1,098 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: 155,395 shares; 2024Q4: 184,746 shares; 2025Q1: 183,510 shares; 2025Q2: 144,570 shares; 2025Q3: 141,755 shares; 2025Q4: 141,635 shares 141,635 $44.3M 2.44% -120 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: 51,206 shares; 2024Q4: 51,378 shares; 2025Q1: 52,464 shares; 2025Q2: 51,640 shares; 2025Q3: 51,739 shares; 2025Q4: 51,860 shares 51,860 $32.5M 1.79% +121 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: 250,490 shares; 2024Q4: 251,216 shares; 2025Q1: 251,130 shares; 2025Q2: 249,368 shares; 2025Q3: 248,449 shares; 2025Q4: 260,766 shares 260,766 $31.4M 1.72% +12,317 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: 113,379 shares; 2024Q4: 112,280 shares; 2025Q1: 104,839 shares; 2025Q2: 103,721 shares; 2025Q3: 103,212 shares; 2025Q4: 99,500 shares 99,500 $29.5M 1.62% -3,712 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 4 shares; 2025Q1: 36 shares; 2025Q2: 36 shares; 2025Q3: 36 shares; 2025Q4: 36 shares 36 $27.2M 1.49% 0 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: 25,220 shares; 2024Q4: 27,280 shares; 2025Q1: 26,154 shares; 2025Q2: 23,695 shares; 2025Q3: 24,104 shares; 2025Q4: 24,234 shares 24,234 $26M 1.43% +130 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: 166,104 shares; 2024Q4: 273,831 shares; 2025Q1: 265,160 shares; 2025Q2: 139,560 shares; 2025Q3: 141,639 shares; 2025Q4: 137,525 shares 137,525 $25.6M 1.41% -4,114 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: 40,478 shares; 2024Q4: 40,252 shares; 2025Q1: 39,832 shares; 2025Q2: 39,217 shares; 2025Q3: 38,833 shares; 2025Q4: 38,411 shares 38,411 $22M 1.21% -422 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: 67,089 shares; 2024Q4: 64,300 shares; 2025Q1: 63,949 shares; 2025Q2: 63,489 shares; 2025Q3: 62,835 shares; 2025Q4: 61,350 shares 61,350 $21.2M 1.17% -1,485 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: 121,701 shares; 2024Q4: 130,061 shares; 2025Q1: 128,278 shares; 2025Q2: 116,079 shares; 2025Q3: 113,785 shares; 2025Q4: 108,124 shares 108,124 $21.1M 1.16% -5,661 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: 100,660 shares; 2024Q4: 99,662 shares; 2025Q1: 96,961 shares; 2025Q2: 96,560 shares; 2025Q3: 95,606 shares; 2025Q4: 95,758 shares 95,758 $19.8M 1.09% +152 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: 92,525 shares; 2024Q4: 111,390 shares; 2025Q1: 107,159 shares; 2025Q2: 83,243 shares; 2025Q3: 83,820 shares; 2025Q4: 85,891 shares 85,891 $19.6M 1.08% +2,071 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: 25,807 shares; 2024Q4: 24,974 shares; 2025Q1: 24,626 shares; 2025Q2: 24,534 shares; 2025Q3: 23,887 shares; 2025Q4: 24,724 shares 24,724 $16.9M 0.93% +837 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: 53,009 shares; 2024Q4: 85,497 shares; 2025Q1: 84,007 shares; 2025Q2: 52,493 shares; 2025Q3: 51,643 shares; 2025Q4: 51,096 shares 51,096 $16M 0.88% -547 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: 113,563 shares; 2024Q4: 112,693 shares; 2025Q1: 107,872 shares; 2025Q2: 107,725 shares; 2025Q3: 106,143 shares; 2025Q4: 102,766 shares 102,766 $15.8M 0.87% -3,377 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: 46,086 shares; 2024Q4: 52,597 shares; 2025Q1: 51,742 shares; 2025Q2: 45,304 shares; 2025Q3: 44,744 shares; 2025Q4: 44,827 shares 44,827 $15.4M 0.85% +83 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: 37,144 shares; 2024Q4: 36,289 shares; 2025Q1: 37,202 shares; 2025Q2: 37,003 shares; 2025Q3: 37,453 shares; 2025Q4: 36,861 shares 36,861 $14.6M 0.8% -592 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: 41,591 shares; 2024Q4: 49,868 shares; 2025Q1: 48,665 shares; 2025Q2: 40,115 shares; 2025Q3: 39,400 shares; 2025Q4: 39,075 shares 39,075 $13.7M 0.75% -325 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 776,746 shares; 2024Q4: 782,246 shares; 2025Q1: 782,146 shares; 2025Q2: 815,646 shares; 2025Q3: 830,646 shares; 2025Q4: 815,646 shares 815,646 $13.5M 0.74% -15,000 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: 97,999 shares; 2024Q4: 114,122 shares; 2025Q1: 107,290 shares; 2025Q2: 91,628 shares; 2025Q3: 89,793 shares; 2025Q4: 87,695 shares 87,695 $13.4M 0.73% -2,098 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: 98,327 shares; 2024Q4: 97,346 shares; 2025Q1: 97,188 shares; 2025Q2: 95,756 shares; 2025Q3: 91,592 shares; 2025Q4: 90,445 shares 90,445 $13M 0.71% -1,147 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 301,167 shares; 2024Q4: 307,949 shares; 2025Q1: 320,959 shares; 2025Q2: 320,407 shares; 2025Q3: 323,038 shares; 2025Q4: 329,503 shares 329,503 $12.6M 0.69% +6,465 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: 30,547 shares; 2024Q4: 36,190 shares; 2025Q1: 34,198 shares; 2025Q2: 21,818 shares; 2025Q3: 21,324 shares; 2025Q4: 21,386 shares 21,386 $12.4M 0.68% +62 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,268 shares; 2024Q4: 83,216 shares; 2025Q1: 83,132 shares; 2025Q2: 83,432 shares; 2025Q3: 138,898 shares; 2025Q4: 141,171 shares 141,171 $12.1M 0.67% +2,273 Timeline FLTR 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: 254,121 shares; 2025Q1: 365,661 shares; 2025Q2: 374,591 shares; 2025Q3: 417,575 shares; 2025Q4: 469,311 shares 469,311 $12M 0.66% +51,736 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: 177,379 shares; 2024Q4: 175,880 shares; 2025Q1: 191,393 shares; 2025Q2: 191,847 shares; 2025Q3: 186,441 shares; 2025Q4: 187,076 shares 187,076 $11.7M 0.64% +635 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: 18,652 shares; 2024Q4: 113,398 shares; 2025Q1: 171,208 shares; 2025Q2: 177,234 shares; 2025Q3: 203,199 shares; 2025Q4: 229,117 shares 229,117 $11.7M 0.64% +25,918 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,364 shares; 2024Q4: 251,034 shares; 2025Q1: 321,475 shares; 2025Q2: 329,491 shares; 2025Q3: 342,384 shares; 2025Q4: 376,430 shares 376,430 $11.6M 0.64% +34,046 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: 343,280 shares; 2024Q4: 343,110 shares; 2025Q1: 343,110 shares; 2025Q2: 343,110 shares; 2025Q3: 345,010 shares; 2025Q4: 346,080 shares 346,080 $11.1M 0.61% +1,070 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: 55,659 shares; 2024Q4: 55,945 shares; 2025Q1: 55,048 shares; 2025Q2: 54,943 shares; 2025Q3: 54,283 shares; 2025Q4: 55,333 shares 55,333 $10.8M 0.59% +1,050 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 29,886 shares; 2025Q1: 281,249 shares; 2025Q2: 294,116 shares; 2025Q3: 314,350 shares; 2025Q4: 396,518 shares 396,518 $9.95M 0.55% +82,168 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,589 shares; 2024Q4: 125,481 shares; 2025Q1: 125,355 shares; 2025Q2: 125,144 shares; 2025Q3: 125,129 shares; 2025Q4: 125,042 shares 125,042 $9.91M 0.54% -87 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,742 shares; 2025Q1: 9,755 shares; 2025Q2: 8,730 shares; 2025Q3: 8,497 shares; 2025Q4: 8,497 shares 8,497 $9.09M 0.5% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,113 shares; 2024Q4: 122,082 shares; 2025Q1: 121,520 shares; 2025Q2: 51,513 shares; 2025Q3: 49,709 shares; 2025Q4: 49,388 shares 49,388 $9.06M 0.5% -321 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: 125,510 shares; 2024Q4: 174,172 shares; 2025Q1: 171,177 shares; 2025Q2: 103,352 shares; 2025Q3: 98,058 shares; 2025Q4: 83,581 shares 83,581 $8.8M 0.48% -14,477 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: 111,450 shares; 2024Q4: 177,534 shares; 2025Q1: 183,955 shares; 2025Q2: 114,615 shares; 2025Q3: 112,173 shares; 2025Q4: 113,037 shares 113,037 $8.71M 0.48% +864 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: 9,607 shares; 2024Q4: 9,569 shares; 2025Q1: 9,493 shares; 2025Q2: 9,493 shares; 2025Q3: 9,796 shares; 2025Q4: 9,814 shares 9,814 $8.46M 0.46% +18 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: 53,702 shares; 2024Q4: 74,130 shares; 2025Q1: 74,165 shares; 2025Q2: 51,615 shares; 2025Q3: 53,855 shares; 2025Q4: 53,852 shares 53,852 $8.27M 0.45% -3 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,167 shares; 2024Q4: 16,107 shares; 2025Q1: 15,957 shares; 2025Q2: 15,990 shares; 2025Q3: 15,627 shares; 2025Q4: 15,622 shares 15,622 $7.97M 0.44% -5 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: 71,595 shares; 2024Q4: 89,311 shares; 2025Q1: 81,901 shares; 2025Q2: 60,667 shares; 2025Q3: 60,178 shares; 2025Q4: 62,283 shares 62,283 $7.8M 0.43% +2,105 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 354,148 shares; 2024Q4: 352,598 shares; 2025Q1: 352,218 shares; 2025Q2: 322,218 shares; 2025Q3: 319,808 shares; 2025Q4: 320,618 shares 320,618 $7.58M 0.42% +810 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: 28,567 shares; 2024Q4: 28,086 shares; 2025Q1: 27,882 shares; 2025Q2: 27,121 shares; 2025Q3: 26,992 shares; 2025Q4: 52,662 shares 52,662 $7.58M 0.42% +25,670 Timeline EQX EQUINOX GOLD CORP More: the full row for EQUINOX GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,000 shares; 2024Q4: 40,000 shares; 2025Q1: 131,000 shares; 2025Q2: 470,404 shares; 2025Q3: 521,511 shares; 2025Q4: 533,778 shares 533,778 $7.49M 0.41% +12,267 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: 6,996 shares; 2024Q4: 7,030 shares; 2025Q1: 7,765 shares; 2025Q2: 10,019 shares; 2025Q3: 10,853 shares; 2025Q4: 11,129 shares 11,129 $7.35M 0.4% +276 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: 24,804 shares; 2024Q4: 25,562 shares; 2025Q1: 25,679 shares; 2025Q2: 25,184 shares; 2025Q3: 24,687 shares; 2025Q4: 25,136 shares 25,136 $7.29M 0.4% +449 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,421 shares; 2024Q4: 40,419 shares; 2025Q1: 40,445 shares; 2025Q2: 41,003 shares; 2025Q3: 67,257 shares; 2025Q4: 89,544 shares 89,544 $7.14M 0.39% +22,287 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: 21,650 shares; 2024Q4: 21,538 shares; 2025Q1: 21,350 shares; 2025Q2: 21,565 shares; 2025Q3: 21,235 shares; 2025Q4: 21,394 shares 21,394 $7M 0.38% +159 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,109 shares; 2024Q4: 88,940 shares; 2025Q1: 93,024 shares; 2025Q2: 96,951 shares; 2025Q3: 98,988 shares; 2025Q4: 99,445 shares 99,445 $6.9M 0.38% +457 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: 119,169 shares; 2024Q4: 198,916 shares; 2025Q1: 200,111 shares; 2025Q2: 120,065 shares; 2025Q3: 124,444 shares; 2025Q4: 124,918 shares 124,918 $6.87M 0.38% +474 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: 86,811 shares; 2024Q4: 338,104 shares; 2025Q1: 337,046 shares; 2025Q2: 85,776 shares; 2025Q3: 84,591 shares; 2025Q4: 84,391 shares 84,391 $6.77M 0.37% -200 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: 6,730 shares; 2024Q4: 6,655 shares; 2025Q1: 7,239 shares; 2025Q2: 7,363 shares; 2025Q3: 7,620 shares; 2025Q4: 7,694 shares 7,694 $6.76M 0.37% +74 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: 42,614 shares; 2024Q4: 43,148 shares; 2025Q1: 42,987 shares; 2025Q2: 41,695 shares; 2025Q3: 37,292 shares; 2025Q4: 35,265 shares 35,265 $6.76M 0.37% -2,027 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: 13,999 shares; 2024Q4: 13,447 shares; 2025Q1: 12,321 shares; 2025Q2: 11,984 shares; 2025Q3: 11,913 shares; 2025Q4: 11,714 shares 11,714 $6.69M 0.37% -199 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: 7,046 shares; 2024Q4: 7,054 shares; 2025Q1: 7,296 shares; 2025Q2: 7,255 shares; 2025Q3: 7,485 shares; 2025Q4: 7,494 shares 7,494 $6.59M 0.36% +9 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,792 shares; 2024Q4: 75,792 shares; 2025Q1: 75,792 shares; 2025Q2: 75,792 shares; 2025Q3: 75,792 shares; 2025Q4: 75,942 shares 75,942 $6.22M 0.34% +150 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,026 shares; 2024Q4: 55,526 shares; 2025Q1: 51,926 shares; 2025Q2: 53,509 shares; 2025Q3: 51,864 shares; 2025Q4: 51,474 shares 51,474 $6.05M 0.33% -390 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,498 shares; 2024Q4: 108,966 shares; 2025Q1: 110,031 shares; 2025Q2: 110,756 shares; 2025Q3: 153,327 shares; 2025Q4: 199,232 shares 199,232 $6.02M 0.33% +45,905 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: 32,502 shares; 2024Q4: 32,114 shares; 2025Q1: 34,526 shares; 2025Q2: 34,363 shares; 2025Q3: 34,303 shares; 2025Q4: 35,497 shares 35,497 $5.96M 0.33% +1,194 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: 45,398 shares; 2024Q4: 62,807 shares; 2025Q1: 44,913 shares; 2025Q2: 27,450 shares; 2025Q3: 26,095 shares; 2025Q4: 25,903 shares 25,903 $5.93M 0.33% -192 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: 30,955 shares; 2024Q4: 27,869 shares; 2025Q1: 27,289 shares; 2025Q2: 26,014 shares; 2025Q3: 25,715 shares; 2025Q4: 25,740 shares 25,740 $5.86M 0.32% +25 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: 50,842 shares; 2024Q4: 64,727 shares; 2025Q1: 43,584 shares; 2025Q2: 40,887 shares; 2025Q3: 40,230 shares; 2025Q4: 40,142 shares 40,142 $5.76M 0.32% -88 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: 33,833 shares; 2024Q4: 33,830 shares; 2025Q1: 33,517 shares; 2025Q2: 33,404 shares; 2025Q3: 33,108 shares; 2025Q4: 32,322 shares 32,322 $5.67M 0.31% -786 Timeline GDXJ 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: 33,427 shares; 2024Q4: 33,904 shares; 2025Q1: 34,004 shares; 2025Q2: 39,848 shares; 2025Q3: 50,023 shares; 2025Q4: 49,393 shares 49,393 $5.62M 0.31% -630 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: 107,577 shares; 2024Q4: 105,212 shares; 2025Q1: 107,958 shares; 2025Q2: 107,644 shares; 2025Q3: 101,307 shares; 2025Q4: 98,693 shares 98,693 $5.31M 0.29% -2,614 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: 68,373 shares; 2024Q4: 61,377 shares; 2025Q1: 60,822 shares; 2025Q2: 60,197 shares; 2025Q3: 59,918 shares; 2025Q4: 118,286 shares 118,286 $5.29M 0.29% +58,368 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,164 shares; 2024Q4: 1,064 shares; 2025Q1: 1,072 shares; 2025Q2: 1,033 shares; 2025Q3: 991 shares; 2025Q4: 981 shares 981 $5.25M 0.29% -10 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: 24,120 shares; 2024Q4: 23,495 shares; 2025Q1: 23,455 shares; 2025Q2: 67,127 shares; 2025Q3: 67,548 shares; 2025Q4: 68,547 shares 68,547 $5.05M 0.28% +999 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,769 shares; 2024Q4: 24,228 shares; 2025Q1: 24,065 shares; 2025Q2: 24,496 shares; 2025Q3: 30,349 shares; 2025Q4: 34,652 shares 34,652 $4.97M 0.27% +4,303 Timeline UYLD ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS 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: 66,937 shares; 2025Q2: 94,027 shares; 2025Q3: 89,810 shares; 2025Q4: 97,033 shares 97,033 $4.96M 0.27% +7,223 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,928 shares; 2024Q4: 32,928 shares; 2025Q1: 32,828 shares; 2025Q2: 29,660 shares; 2025Q3: 29,660 shares; 2025Q4: 29,010 shares 29,010 $4.92M 0.27% -650 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: 10,371 shares; 2024Q4: 10,520 shares; 2025Q1: 10,032 shares; 2025Q2: 8,959 shares; 2025Q3: 8,818 shares; 2025Q4: 9,930 shares 9,930 $4.84M 0.27% +1,112 Timeline QUS 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: 21,934 shares; 2024Q4: 21,922 shares; 2025Q1: 24,609 shares; 2025Q2: 28,061 shares; 2025Q3: 28,554 shares; 2025Q4: 27,624 shares 27,624 $4.81M 0.26% -930 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,806 shares; 2024Q4: 66,268 shares; 2025Q1: 63,873 shares; 2025Q2: 63,352 shares; 2025Q3: 60,554 shares; 2025Q4: 59,870 shares 59,870 $4.75M 0.26% -684 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: 16,578 shares; 2024Q4: 15,644 shares; 2025Q1: 15,659 shares; 2025Q2: 15,482 shares; 2025Q3: 15,457 shares; 2025Q4: 15,439 shares 15,439 $4.72M 0.26% -18 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: 25,173 shares; 2024Q4: 25,767 shares; 2025Q1: 25,849 shares; 2025Q2: 26,259 shares; 2025Q3: 22,559 shares; 2025Q4: 21,416 shares 21,416 $4.71M 0.26% -1,143 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: 10,073 shares; 2024Q4: 10,783 shares; 2025Q1: 11,128 shares; 2025Q2: 11,376 shares; 2025Q3: 11,673 shares; 2025Q4: 12,350 shares 12,350 $4.61M 0.25% +677 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: 10,873 shares; 2024Q4: 30,835 shares; 2025Q1: 30,774 shares; 2025Q2: 10,774 shares; 2025Q3: 10,961 shares; 2025Q4: 10,106 shares 10,106 $4.5M 0.25% -855 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: 21,562 shares; 2024Q4: 20,837 shares; 2025Q1: 20,061 shares; 2025Q2: 20,011 shares; 2025Q3: 19,386 shares; 2025Q4: 17,295 shares 17,295 $4.45M 0.24% -2,091 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: 37,425 shares; 2024Q4: 175,391 shares; 2025Q1: 173,801 shares; 2025Q2: 30,442 shares; 2025Q3: 30,357 shares; 2025Q4: 33,396 shares 33,396 $4.43M 0.24% +3,039 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: 60,549 shares; 2024Q4: 68,156 shares; 2025Q1: 68,372 shares; 2025Q2: 64,895 shares; 2025Q3: 52,845 shares; 2025Q4: 44,152 shares 44,152 $4.43M 0.24% -8,693 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: 42,551 shares; 2024Q4: 41,125 shares; 2025Q1: 41,516 shares; 2025Q2: 41,555 shares; 2025Q3: 39,489 shares; 2025Q4: 39,739 shares 39,739 $4.43M 0.24% +250 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: 16,123 shares; 2024Q4: 15,603 shares; 2025Q1: 15,656 shares; 2025Q2: 14,091 shares; 2025Q3: 11,913 shares; 2025Q4: 9,813 shares 9,813 $4.41M 0.24% -2,100 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: 20,332 shares; 2024Q4: 22,065 shares; 2025Q1: 22,596 shares; 2025Q2: 23,912 shares; 2025Q3: 56,698 shares; 2025Q4: 83,409 shares 83,409 $4.41M 0.24% +26,711 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: 20,539 shares; 2024Q4: 19,531 shares; 2025Q1: 19,123 shares; 2025Q2: 18,834 shares; 2025Q3: 16,749 shares; 2025Q4: 16,438 shares 16,438 $4.41M 0.24% -311 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: 10,167 shares; 2024Q4: 10,707 shares; 2025Q1: 9,979 shares; 2025Q2: 9,789 shares; 2025Q3: 10,835 shares; 2025Q4: 13,707 shares 13,707 $4.37M 0.24% +2,872 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: 16,794 shares; 2024Q4: 16,673 shares; 2025Q1: 16,324 shares; 2025Q2: 16,249 shares; 2025Q3: 16,700 shares; 2025Q4: 16,361 shares 16,361 $4.33M 0.24% -339 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: 5,512 shares; 2024Q4: 7,033 shares; 2025Q1: 7,768 shares; 2025Q2: 10,428 shares; 2025Q3: 9,886 shares; 2025Q4: 9,491 shares 9,491 $4.3M 0.24% -395 Timeline SILJ 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: 144,243 shares; 2024Q4: 142,505 shares; 2025Q1: 142,787 shares; 2025Q2: 143,387 shares; 2025Q3: 171,423 shares; 2025Q4: 154,363 shares 154,363 $4.27M 0.23% -17,060 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: 4,524 shares; 2024Q4: 4,424 shares; 2025Q1: 12,654 shares; 2025Q2: 12,144 shares; 2025Q3: 13,418 shares; 2025Q4: 14,004 shares 14,004 $4.26M 0.23% +586 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: 28,583 shares; 2024Q4: 28,574 shares; 2025Q1: 31,498 shares; 2025Q2: 31,244 shares; 2025Q3: 30,534 shares; 2025Q4: 32,113 shares 32,113 $4.25M 0.23% +1,579 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: 7,567 shares; 2024Q4: 6,731 shares; 2025Q1: 6,691 shares; 2025Q2: 6,457 shares; 2025Q3: 6,401 shares; 2025Q4: 6,401 shares 6,401 $4.24M 0.23% 0 Timeline RRC RANGE RES CORP More: the full row for RANGE RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,900 shares; 2024Q4: 104,650 shares; 2025Q1: 116,100 shares; 2025Q2: 126,500 shares; 2025Q3: 126,500 shares; 2025Q4: 119,800 shares 119,800 $4.22M 0.23% -6,700 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: 92,647 shares; 2024Q4: 89,768 shares; 2025Q1: 77,379 shares; 2025Q2: 76,084 shares; 2025Q3: 67,462 shares; 2025Q4: 63,541 shares 63,541 $4.19M 0.23% -3,921 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: 43,604 shares; 2024Q4: 39,984 shares; 2025Q1: 39,404 shares; 2025Q2: 37,662 shares; 2025Q3: 37,567 shares; 2025Q4: 37,342 shares 37,342 $4.12M 0.23% -225 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: 18,429 shares; 2024Q4: 17,395 shares; 2025Q1: 17,137 shares; 2025Q2: 16,942 shares; 2025Q3: 16,922 shares; 2025Q4: 16,968 shares 16,968 $4.09M 0.22% +46 Timeline XNTK 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: 17,880 shares; 2024Q4: 17,270 shares; 2025Q1: 15,470 shares; 2025Q2: 14,580 shares; 2025Q3: 14,905 shares; 2025Q4: 14,705 shares 14,705 $4.09M 0.22% -200 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: 31,935 shares; 2024Q4: 25,276 shares; 2025Q1: 20,070 shares; 2025Q2: 18,598 shares; 2025Q3: 19,093 shares; 2025Q4: 18,773 shares 18,773 $4.02M 0.22% -320 Timeline VEU 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: 54,710 shares; 2024Q4: 50,112 shares; 2025Q1: 50,114 shares; 2025Q2: 49,959 shares; 2025Q3: 50,191 shares; 2025Q4: 54,117 shares 54,117 $3.98M 0.22% +3,926 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: 84,168 shares; 2024Q4: 79,503 shares; 2025Q1: 77,881 shares; 2025Q2: 78,105 shares; 2025Q3: 73,014 shares; 2025Q4: 73,457 shares 73,457 $3.96M 0.22% +443 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: 47,980 shares; 2024Q4: 45,741 shares; 2025Q1: 45,876 shares; 2025Q2: 45,347 shares; 2025Q3: 42,148 shares; 2025Q4: 41,981 shares 41,981 $3.93M 0.22% -167 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,037 shares; 2024Q4: 28,781 shares; 2025Q1: 27,534 shares; 2025Q2: 27,006 shares; 2025Q3: 35,125 shares; 2025Q4: 46,504 shares 46,504 $3.89M 0.21% +11,379 Timeline WTM WHITE MTNS INS GROUP LTD More: the full row for WHITE MTNS INS GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,513 shares; 2024Q4: 1,523 shares; 2025Q1: 1,508 shares; 2025Q2: 1,892 shares; 2025Q3: 1,882 shares; 2025Q4: 1,872 shares 1,872 $3.89M 0.21% -10 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: 21,805 shares; 2024Q4: 19,509 shares; 2025Q1: 18,156 shares; 2025Q2: 17,488 shares; 2025Q3: 17,053 shares; 2025Q4: 17,351 shares 17,351 $3.87M 0.21% +298 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: 19,060 shares; 2024Q4: 18,860 shares; 2025Q1: 72,063 shares; 2025Q2: 73,697 shares; 2025Q3: 69,258 shares; 2025Q4: 67,013 shares 67,013 $3.84M 0.21% -2,245 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: 5,191 shares; 2024Q4: 5,434 shares; 2025Q1: 5,437 shares; 2025Q2: 5,641 shares; 2025Q3: 5,660 shares; 2025Q4: 5,544 shares 5,544 $3.78M 0.21% -116 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: 42,260 shares; 2024Q4: 41,187 shares; 2025Q1: 35,794 shares; 2025Q2: 35,221 shares; 2025Q3: 33,430 shares; 2025Q4: 31,213 shares 31,213 $3.75M 0.21% -2,217 Timeline DXJ 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: 19,185 shares; 2024Q4: 19,065 shares; 2025Q1: 23,000 shares; 2025Q2: 22,850 shares; 2025Q3: 25,840 shares; 2025Q4: 25,840 shares 25,840 $3.73M 0.2% 0 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: 16,204 shares; 2024Q4: 16,320 shares; 2025Q1: 16,211 shares; 2025Q2: 16,070 shares; 2025Q3: 16,656 shares; 2025Q4: 19,091 shares 19,091 $3.65M 0.2% +2,435 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,684 shares; 2024Q4: 13,194 shares; 2025Q1: 12,864 shares; 2025Q2: 12,579 shares; 2025Q3: 11,439 shares; 2025Q4: 11,435 shares 11,435 $3.6M 0.2% -4 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: 9,198 shares; 2024Q4: 9,128 shares; 2025Q1: 8,692 shares; 2025Q2: 8,751 shares; 2025Q3: 9,156 shares; 2025Q4: 9,022 shares 9,022 $3.51M 0.19% -134 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,672 shares; 2024Q4: 2,672 shares; 2025Q1: 2,561 shares; 2025Q2: 2,501 shares; 2025Q3: 2,501 shares; 2025Q4: 2,516 shares 2,516 $3.51M 0.19% +15 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,138 shares; 2024Q4: 149,744 shares; 2025Q1: 146,333 shares; 2025Q2: 143,933 shares; 2025Q3: 148,103 shares; 2025Q4: 147,372 shares 147,372 $3.48M 0.19% -731 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: 18,047 shares; 2024Q4: 18,047 shares; 2025Q1: 17,747 shares; 2025Q2: 17,152 shares; 2025Q3: 17,602 shares; 2025Q4: 17,267 shares 17,267 $3.45M 0.19% -335 Timeline JHML 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: 45,477 shares; 2024Q4: 44,921 shares; 2025Q1: 44,527 shares; 2025Q2: 44,251 shares; 2025Q3: 43,776 shares; 2025Q4: 43,163 shares 43,163 $3.45M 0.19% -613 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: 30,975 shares; 2024Q4: 70,975 shares; 2025Q1: 70,575 shares; 2025Q2: 30,650 shares; 2025Q3: 30,650 shares; 2025Q4: 30,650 shares 30,650 $3.44M 0.19% 0 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,342 shares; 2024Q4: 9,560 shares; 2025Q1: 7,538 shares; 2025Q2: 7,344 shares; 2025Q3: 7,264 shares; 2025Q4: 7,021 shares 7,021 $3.4M 0.19% -243 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: 134,780 shares; 2024Q4: 294,764 shares; 2025Q1: 257,951 shares; 2025Q2: 152,855 shares; 2025Q3: 153,331 shares; 2025Q4: 136,241 shares 136,241 $3.39M 0.19% -17,090 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: 12,824 shares; 2024Q4: 12,824 shares; 2025Q1: 12,899 shares; 2025Q2: 12,899 shares; 2025Q3: 12,899 shares; 2025Q4: 12,899 shares 12,899 $3.39M 0.19% 0 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,126 shares; 2024Q4: 25,865 shares; 2025Q1: 26,017 shares; 2025Q2: 26,244 shares; 2025Q3: 23,785 shares; 2025Q4: 23,588 shares 23,588 $3.38M 0.19% -197 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: 28,099 shares; 2024Q4: 37,511 shares; 2025Q1: 36,718 shares; 2025Q2: 26,368 shares; 2025Q3: 26,370 shares; 2025Q4: 25,970 shares 25,970 $3.35M 0.18% -400 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,824 shares; 2024Q4: 92,041 shares; 2025Q1: 89,122 shares; 2025Q2: 68,822 shares; 2025Q3: 64,567 shares; 2025Q4: 63,021 shares 63,021 $3.33M 0.18% -1,546 Timeline GSEW 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: 23,490 shares; 2024Q4: 24,323 shares; 2025Q1: 26,930 shares; 2025Q2: 27,880 shares; 2025Q3: 29,973 shares; 2025Q4: 37,259 shares 37,259 $3.17M 0.17% +7,286 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,961 shares; 2024Q4: 5,198 shares; 2025Q1: 48,174 shares; 2025Q2: 56,661 shares; 2025Q3: 63,877 shares; 2025Q4: 63,774 shares 63,774 $3.13M 0.17% -103 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,711 shares; 2025Q4: 60,435 shares 60,435 $3.08M 0.17% +34,724 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: 30,206 shares; 2024Q4: 29,940 shares; 2025Q1: 30,622 shares; 2025Q2: 32,567 shares; 2025Q3: 31,328 shares; 2025Q4: 34,177 shares 34,177 $3.06M 0.17% +2,849 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: not reported; 2024Q4: 29,929 shares; 2025Q1: 31,329 shares; 2025Q2: 31,329 shares; 2025Q3: 33,439 shares; 2025Q4: 33,342 shares 33,342 $3.05M 0.17% -97 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: 6,605 shares; 2024Q4: 9,765 shares; 2025Q1: 8,482 shares; 2025Q2: 8,262 shares; 2025Q3: 8,788 shares; 2025Q4: 8,663 shares 8,663 $3.04M 0.17% -125 Timeline ACWX 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: 20,818 shares; 2024Q4: 20,118 shares; 2025Q1: 31,447 shares; 2025Q2: 39,401 shares; 2025Q3: 42,018 shares; 2025Q4: 45,205 shares 45,205 $3.03M 0.17% +3,187 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: 83,758 shares; 2024Q4: 100,669 shares; 2025Q1: 99,511 shares; 2025Q2: 84,511 shares; 2025Q3: 84,511 shares; 2025Q4: 83,701 shares 83,701 $3.03M 0.17% -810 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: 8,177 shares; 2024Q4: 8,274 shares; 2025Q1: 9,035 shares; 2025Q2: 8,820 shares; 2025Q3: 8,635 shares; 2025Q4: 8,729 shares 8,729 $2.99M 0.16% +94 Timeline VAW 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: 15,024 shares; 2024Q4: 14,704 shares; 2025Q1: 14,290 shares; 2025Q2: 14,268 shares; 2025Q3: 14,208 shares; 2025Q4: 14,190 shares 14,190 $2.95M 0.16% -18 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: 6,552 shares; 2024Q4: 6,367 shares; 2025Q1: 6,072 shares; 2025Q2: 5,967 shares; 2025Q3: 6,067 shares; 2025Q4: 6,252 shares 6,252 $2.91M 0.16% +185 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: 23,549 shares; 2024Q4: 18,926 shares; 2025Q1: 25,736 shares; 2025Q2: 18,016 shares; 2025Q3: 16,958 shares; 2025Q4: 17,583 shares 17,583 $2.85M 0.16% +625 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,624 shares; 2024Q4: 20,604 shares; 2025Q1: 20,576 shares; 2025Q2: 20,370 shares; 2025Q3: 20,342 shares; 2025Q4: 20,143 shares 20,143 $2.82M 0.15% -199 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: 9,586 shares; 2024Q4: 9,586 shares; 2025Q1: 9,586 shares; 2025Q2: 9,586 shares; 2025Q3: 9,586 shares; 2025Q4: 9,653 shares 9,653 $2.8M 0.15% +67 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,282 shares; 2024Q4: 3,057 shares; 2025Q1: 21,262 shares; 2025Q2: 21,262 shares; 2025Q3: 20,562 shares; 2025Q4: 20,207 shares 20,207 $2.79M 0.15% -355 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,256 shares; 2024Q4: 12,474 shares; 2025Q1: 12,581 shares; 2025Q2: 12,581 shares; 2025Q3: 12,531 shares; 2025Q4: 12,523 shares 12,523 $2.73M 0.15% -8 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,030 shares; 2024Q4: 16,962 shares; 2025Q1: 16,699 shares; 2025Q2: 16,557 shares; 2025Q3: 15,259 shares; 2025Q4: 15,127 shares 15,127 $2.7M 0.15% -132 Timeline SCHX 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: 27,367 shares; 2024Q4: 85,841 shares; 2025Q1: 87,665 shares; 2025Q2: 88,444 shares; 2025Q3: 91,927 shares; 2025Q4: 98,113 shares 98,113 $2.64M 0.15% +6,186 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,518 shares; 2024Q4: 15,819 shares; 2025Q1: 16,513 shares; 2025Q2: 16,499 shares; 2025Q3: 16,459 shares; 2025Q4: 16,389 shares 16,389 $2.61M 0.14% -70 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: 27,920 shares; 2024Q4: 28,842 shares; 2025Q1: 27,660 shares; 2025Q2: 27,175 shares; 2025Q3: 27,154 shares; 2025Q4: 27,039 shares 27,039 $2.6M 0.14% -115 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,638 shares; 2024Q4: 19,953 shares; 2025Q1: 20,990 shares; 2025Q2: 18,905 shares; 2025Q3: 20,148 shares; 2025Q4: 20,512 shares 20,512 $2.58M 0.14% +364 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: 23,579 shares; 2024Q4: 22,902 shares; 2025Q1: 23,181 shares; 2025Q2: 23,987 shares; 2025Q3: 34,273 shares; 2025Q4: 47,208 shares 47,208 $2.54M 0.14% +12,935 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,360 shares; 2024Q4: 10,514 shares; 2025Q1: 10,327 shares; 2025Q2: 10,522 shares; 2025Q3: 10,424 shares; 2025Q4: 11,488 shares 11,488 $2.52M 0.14% +1,064 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: 67,514 shares; 2024Q4: 53,075 shares; 2025Q1: 51,805 shares; 2025Q2: 51,705 shares; 2025Q3: 51,705 shares; 2025Q4: 46,556 shares 46,556 $2.51M 0.14% -5,149 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: 12,183 shares; 2024Q4: 12,326 shares; 2025Q1: 13,297 shares; 2025Q2: 12,422 shares; 2025Q3: 10,605 shares; 2025Q4: 9,652 shares 9,652 $2.49M 0.14% -953 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,072 shares; 2024Q4: 6,662 shares; 2025Q1: 6,462 shares; 2025Q2: 20,888 shares; 2025Q3: 65,440 shares; 2025Q4: 48,988 shares 48,988 $2.46M 0.14% -16,452 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: 8,665 shares; 2024Q4: 7,986 shares; 2025Q1: 7,793 shares; 2025Q2: 7,708 shares; 2025Q3: 7,660 shares; 2025Q4: 7,655 shares 7,655 $2.45M 0.13% -5 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: 10,282 shares; 2024Q4: 10,050 shares; 2025Q1: 10,357 shares; 2025Q2: 10,324 shares; 2025Q3: 10,324 shares; 2025Q4: 10,274 shares 10,274 $2.38M 0.13% -50 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,624 shares; 2024Q4: 28,975 shares; 2025Q1: 28,921 shares; 2025Q2: 28,980 shares; 2025Q3: 28,919 shares; 2025Q4: 28,494 shares 28,494 $2.3M 0.13% -425 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,127 shares; 2024Q4: 30,636 shares; 2025Q1: 32,334 shares; 2025Q2: 34,046 shares; 2025Q3: 48,774 shares; 2025Q4: 67,920 shares 67,920 $2.3M 0.13% +19,146 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184,155 shares; 2024Q4: 159,069 shares; 2025Q1: 159,215 shares; 2025Q2: 150,136 shares; 2025Q3: 148,326 shares; 2025Q4: 146,124 shares 146,124 $2.24M 0.12% -2,202 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: 22,025 shares; 2024Q4: 36,290 shares; 2025Q1: 35,843 shares; 2025Q2: 19,243 shares; 2025Q3: 20,748 shares; 2025Q4: 19,413 shares 19,413 $2.21M 0.12% -1,335 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: 3,187 shares; 2024Q4: 3,187 shares; 2025Q1: 3,187 shares; 2025Q2: 3,087 shares; 2025Q3: 3,187 shares; 2025Q4: 3,557 shares 3,557 $2.19M 0.12% +370 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: 11,633 shares; 2024Q4: 11,654 shares; 2025Q1: 12,042 shares; 2025Q2: 12,671 shares; 2025Q3: 11,696 shares; 2025Q4: 11,911 shares 11,911 $2.11M 0.12% +215 Timeline SPHQ 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: 7,803 shares; 2024Q4: 6,285 shares; 2025Q1: 5,692 shares; 2025Q2: 6,079 shares; 2025Q3: 21,299 shares; 2025Q4: 28,148 shares 28,148 $2.11M 0.12% +6,849 Timeline SAIC SCIENCE APPLICATIONS INTL CO More: the full row for SCIENCE APPLICATIONS INTL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,801 shares; 2024Q4: 21,316 shares; 2025Q1: 21,274 shares; 2025Q2: 21,152 shares; 2025Q3: 21,117 shares; 2025Q4: 20,910 shares 20,910 $2.1M 0.12% -207 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: 4,110 shares; 2024Q4: 4,101 shares; 2025Q1: 4,075 shares; 2025Q2: 4,039 shares; 2025Q3: 4,039 shares; 2025Q4: 3,954 shares 3,954 $2.07M 0.11% -85 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: 6,462 shares; 2024Q4: 6,884 shares; 2025Q1: 6,884 shares; 2025Q2: 6,759 shares; 2025Q3: 6,759 shares; 2025Q4: 6,637 shares 6,637 $2.04M 0.11% -122 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: 129,915 shares; 2024Q4: 116,921 shares; 2025Q1: 62,218 shares; 2025Q2: 74,275 shares; 2025Q3: 72,775 shares; 2025Q4: 67,818 shares 67,818 $2.03M 0.11% -4,957 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,522 shares; 2024Q4: 5,522 shares; 2025Q1: 5,272 shares; 2025Q2: 5,272 shares; 2025Q3: 5,272 shares; 2025Q4: 5,327 shares 5,327 $2.02M 0.11% +55 Timeline CLPT CLEARPOINT NEURO INC More: the full row for CLEARPOINT NEURO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,973 shares; 2024Q4: 141,573 shares; 2025Q1: 142,536 shares; 2025Q2: 143,486 shares; 2025Q3: 142,736 shares; 2025Q4: 147,186 shares 147,186 $2.01M 0.11% +4,450 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: 8,213 shares; 2024Q4: 8,216 shares; 2025Q1: 8,133 shares; 2025Q2: 8,335 shares; 2025Q3: 8,838 shares; 2025Q4: 9,481 shares 9,481 $2.01M 0.11% +643 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,904 shares; 2024Q4: 3,904 shares; 2025Q1: 3,904 shares; 2025Q2: 3,904 shares; 2025Q3: 3,904 shares; 2025Q4: 3,904 shares 3,904 $1.99M 0.11% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,343 shares; 2024Q4: 21,993 shares; 2025Q1: 21,042 shares; 2025Q2: 21,282 shares; 2025Q3: 20,754 shares; 2025Q4: 20,479 shares 20,479 $1.97M 0.11% -275 Timeline DFUS 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: 16,752 shares; 2025Q4: 26,445 shares 26,445 $1.96M 0.11% +9,693 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,525 shares; 2024Q4: 27,525 shares; 2025Q1: 27,525 shares; 2025Q2: 28,371 shares; 2025Q3: 30,261 shares; 2025Q4: 30,261 shares 30,261 $1.95M 0.11% 0 Timeline PHO 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: 33,059 shares; 2024Q4: 33,059 shares; 2025Q1: 27,559 shares; 2025Q2: 27,359 shares; 2025Q3: 27,359 shares; 2025Q4: 27,259 shares 27,259 $1.92M 0.11% -100 Timeline CLOA 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: 51,799 shares; 2025Q2: 46,720 shares; 2025Q3: 41,765 shares; 2025Q4: 37,051 shares 37,051 $1.92M 0.11% -4,714 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: 41,359 shares; 2024Q4: 36,821 shares; 2025Q1: 36,821 shares; 2025Q2: 36,821 shares; 2025Q3: 35,836 shares; 2025Q4: 35,901 shares 35,901 $1.92M 0.11% +65 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: 14,816 shares; 2024Q4: 13,738 shares; 2025Q1: 13,860 shares; 2025Q2: 13,833 shares; 2025Q3: 13,767 shares; 2025Q4: 13,767 shares 13,767 $1.9M 0.1% 0 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,000 shares; 2024Q4: 24,000 shares; 2025Q1: 24,000 shares; 2025Q2: 24,000 shares; 2025Q3: 24,000 shares; 2025Q4: 24,000 shares 24,000 $1.89M 0.1% 0 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,169 shares; 2024Q4: 16,014 shares; 2025Q1: 15,998 shares; 2025Q2: 15,570 shares; 2025Q3: 13,897 shares; 2025Q4: 13,707 shares 13,707 $1.87M 0.1% -190 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: 988 shares; 2024Q4: 1,049 shares; 2025Q1: 1,136 shares; 2025Q2: 1,297 shares; 2025Q3: 1,734 shares; 2025Q4: 19,885 shares 19,885 $1.86M 0.1% +18,151 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: 26,910 shares; 2024Q4: 26,910 shares; 2025Q1: 26,910 shares; 2025Q2: 26,910 shares; 2025Q3: 26,785 shares; 2025Q4: 40,400 shares 40,400 $1.85M 0.1% +13,615 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,090 shares; 2024Q4: 20,257 shares; 2025Q1: 21,183 shares; 2025Q2: 21,411 shares; 2025Q3: 21,326 shares; 2025Q4: 21,253 shares 21,253 $1.85M 0.1% -73 Timeline JHMM 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: 44,643 shares; 2024Q4: 37,964 shares; 2025Q1: 32,687 shares; 2025Q2: 32,150 shares; 2025Q3: 29,387 shares; 2025Q4: 28,091 shares 28,091 $1.84M 0.1% -1,296 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,488 shares; 2024Q4: 42,754 shares; 2025Q1: 41,754 shares; 2025Q2: 40,532 shares; 2025Q3: 40,552 shares; 2025Q4: 39,162 shares 39,162 $1.82M 0.1% -1,390 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,580 shares; 2024Q4: 6,580 shares; 2025Q1: 6,580 shares; 2025Q2: 6,580 shares; 2025Q3: 6,580 shares; 2025Q4: 8,733 shares 8,733 $1.82M 0.1% +2,153 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: 20,653 shares; 2024Q4: 20,440 shares; 2025Q1: 19,824 shares; 2025Q2: 20,324 shares; 2025Q3: 20,019 shares; 2025Q4: 20,024 shares 20,024 $1.75M 0.1% +5 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: 7,371 shares; 2024Q4: 7,444 shares; 2025Q1: 7,279 shares; 2025Q2: 7,254 shares; 2025Q3: 7,254 shares; 2025Q4: 7,079 shares 7,079 $1.74M 0.1% -175 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: 3,159 shares; 2024Q4: 1,459 shares; 2025Q1: 1,579 shares; 2025Q2: 1,579 shares; 2025Q3: 1,579 shares; 2025Q4: 1,599 shares 1,599 $1.71M 0.09% +20 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: 25,351 shares; 2024Q4: 23,247 shares; 2025Q1: 24,251 shares; 2025Q2: 24,221 shares; 2025Q3: 24,176 shares; 2025Q4: 24,303 shares 24,303 $1.7M 0.09% +127 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,336 shares; 2024Q4: 17,801 shares; 2025Q1: 17,801 shares; 2025Q2: 17,584 shares; 2025Q3: 17,584 shares; 2025Q4: 17,544 shares 17,544 $1.69M 0.09% -40 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: 11,973 shares; 2024Q4: 11,923 shares; 2025Q1: 11,913 shares; 2025Q2: 11,614 shares; 2025Q3: 10,883 shares; 2025Q4: 10,823 shares 10,823 $1.68M 0.09% -60 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,692 shares; 2024Q4: 10,692 shares; 2025Q1: 15,142 shares; 2025Q2: 15,142 shares; 2025Q3: 14,902 shares; 2025Q4: 17,402 shares 17,402 $1.68M 0.09% +2,500 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: 24,102 shares; 2024Q4: 118,162 shares; 2025Q1: 118,508 shares; 2025Q2: 23,842 shares; 2025Q3: 23,992 shares; 2025Q4: 23,762 shares 23,762 $1.66M 0.09% -230 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: 9,183 shares; 2024Q4: 9,504 shares; 2025Q1: 9,585 shares; 2025Q2: 9,449 shares; 2025Q3: 9,449 shares; 2025Q4: 9,418 shares 9,418 $1.63M 0.09% -31 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,997 shares; 2024Q4: 15,472 shares; 2025Q1: 15,427 shares; 2025Q2: 14,961 shares; 2025Q3: 13,681 shares; 2025Q4: 14,037 shares 14,037 $1.63M 0.09% +356 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: 24,629 shares; 2024Q4: 23,469 shares; 2025Q1: 17,790 shares; 2025Q2: 16,525 shares; 2025Q3: 16,465 shares; 2025Q4: 14,428 shares 14,428 $1.62M 0.09% -2,037 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: 9,743 shares; 2024Q4: 9,708 shares; 2025Q1: 9,723 shares; 2025Q2: 9,723 shares; 2025Q3: 9,373 shares; 2025Q4: 9,391 shares 9,391 $1.61M 0.09% +18 Timeline SIL 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: not reported; 2025Q3: 19,000 shares; 2025Q4: 19,000 shares 19,000 $1.59M 0.09% 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: 9,806 shares; 2024Q4: 8,916 shares; 2025Q1: 7,374 shares; 2025Q2: 7,249 shares; 2025Q3: 7,061 shares; 2025Q4: 6,947 shares 6,947 $1.57M 0.09% -114 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: 5,486 shares; 2024Q4: 5,682 shares; 2025Q1: 5,571 shares; 2025Q2: 5,419 shares; 2025Q3: 5,735 shares; 2025Q4: 5,334 shares 5,334 $1.54M 0.08% -401 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,502 shares; 2025Q4: 14,369 shares 14,369 $1.53M 0.08% +4,867 Timeline BILS 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: 16,145 shares; 2024Q4: 16,900 shares; 2025Q1: 17,327 shares; 2025Q2: 15,595 shares; 2025Q3: 14,605 shares; 2025Q4: 14,744 shares 14,744 $1.46M 0.08% +139 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,290 shares; 2025Q1: 51,067 shares; 2025Q2: 45,572 shares; 2025Q3: 37,259 shares; 2025Q4: 28,891 shares 28,891 $1.46M 0.08% -8,368 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: 33,915 shares; 2024Q4: 37,110 shares; 2025Q1: 38,048 shares; 2025Q2: 37,343 shares; 2025Q3: 36,320 shares; 2025Q4: 35,618 shares 35,618 $1.45M 0.08% -702 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: 15,518 shares; 2024Q4: 16,220 shares; 2025Q1: 15,561 shares; 2025Q2: 15,637 shares; 2025Q3: 14,527 shares; 2025Q4: 16,387 shares 16,387 $1.45M 0.08% +1,860 Timeline VOE 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: 7,650 shares; 2024Q4: 7,670 shares; 2025Q1: 7,548 shares; 2025Q2: 7,497 shares; 2025Q3: 7,317 shares; 2025Q4: 8,119 shares 8,119 $1.44M 0.08% +802 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: 4,697 shares; 2024Q4: 4,837 shares; 2025Q1: 4,777 shares; 2025Q2: 4,602 shares; 2025Q3: 4,602 shares; 2025Q4: 4,562 shares 4,562 $1.42M 0.08% -40 Timeline IMCB 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: 19,138 shares; 2024Q4: 18,988 shares; 2025Q1: 17,818 shares; 2025Q2: 17,498 shares; 2025Q3: 17,498 shares; 2025Q4: 17,198 shares 17,198 $1.42M 0.08% -300 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: 2,644 shares; 2024Q4: 2,640 shares; 2025Q1: 2,690 shares; 2025Q2: 3,030 shares; 2025Q3: 3,030 shares; 2025Q4: 3,030 shares 3,030 $1.42M 0.08% 0 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,623 shares; 2024Q4: 9,398 shares; 2025Q1: 7,973 shares; 2025Q2: 7,973 shares; 2025Q3: 7,973 shares; 2025Q4: 7,973 shares 7,973 $1.38M 0.08% 0 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: 20,608 shares; 2024Q4: 40,333 shares; 2025Q1: 37,233 shares; 2025Q2: 17,198 shares; 2025Q3: 16,223 shares; 2025Q4: 15,773 shares 15,773 $1.35M 0.07% -450 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: 7,899 shares; 2024Q4: 7,899 shares; 2025Q1: 7,384 shares; 2025Q2: 7,074 shares; 2025Q3: 6,894 shares; 2025Q4: 6,753 shares 6,753 $1.34M 0.07% -141 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,705 shares; 2024Q4: 27,829 shares; 2025Q1: 27,714 shares; 2025Q2: 27,040 shares; 2025Q3: 26,995 shares; 2025Q4: 26,795 shares 26,795 $1.34M 0.07% -200 Timeline IGV 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: 12,300 shares; 2024Q4: 12,300 shares; 2025Q1: 12,300 shares; 2025Q2: 12,468 shares; 2025Q3: 12,468 shares; 2025Q4: 12,468 shares 12,468 $1.32M 0.07% 0 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: 3,468 shares; 2024Q4: 3,755 shares; 2025Q1: 3,901 shares; 2025Q2: 3,911 shares; 2025Q3: 3,890 shares; 2025Q4: 3,901 shares 3,901 $1.31M 0.07% +11 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: 3,206 shares; 2024Q4: 6,674 shares; 2025Q1: 6,285 shares; 2025Q2: 6,238 shares; 2025Q3: 6,918 shares; 2025Q4: 6,938 shares 6,938 $1.28M 0.07% +20 Timeline RLMD RELMADA THERAPEUTICS INC More: the full row for RELMADA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,002,695 shares; 2024Q4: 163,336 shares; 2025Q1: 163,336 shares; 2025Q2: 163,336 shares; 2025Q3: 163,336 shares; 2025Q4: 263,000 shares 263,000 $1.27M 0.07% +99,664 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: 8,059 shares; 2024Q4: 7,921 shares; 2025Q1: 7,921 shares; 2025Q2: 7,821 shares; 2025Q3: 7,821 shares; 2025Q4: 7,736 shares 7,736 $1.26M 0.07% -85 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: 17,733 shares; 2024Q4: 33,439 shares; 2025Q1: 33,234 shares; 2025Q2: 33,164 shares; 2025Q3: 32,514 shares; 2025Q4: 32,314 shares 32,314 $1.24M 0.07% -200 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,743 shares; 2024Q4: 24,743 shares; 2025Q1: 24,743 shares; 2025Q2: 24,743 shares; 2025Q3: 24,743 shares; 2025Q4: 20,000 shares 20,000 $1.24M 0.07% -4,743 Timeline VONE 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: 3,185 shares; 2024Q4: 3,090 shares; 2025Q1: 4,026 shares; 2025Q2: 3,596 shares; 2025Q3: 3,857 shares; 2025Q4: 3,967 shares 3,967 $1.23M 0.07% +110 Timeline HEDJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,100 shares; 2025Q3: 22,800 shares; 2025Q4: 22,800 shares 22,800 $1.21M 0.07% 0 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: 1,650 shares; 2024Q4: 1,664 shares; 2025Q1: 1,750 shares; 2025Q2: 1,895 shares; 2025Q3: 2,103 shares; 2025Q4: 2,133 shares 2,133 $1.21M 0.07% +30 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: 16,580 shares; 2024Q4: 24,014 shares; 2025Q1: 26,004 shares; 2025Q2: 26,565 shares; 2025Q3: 24,553 shares; 2025Q4: 23,487 shares 23,487 $1.19M 0.07% -1,066 Timeline KBWB 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: 14,616 shares; 2024Q4: 14,291 shares; 2025Q1: 14,291 shares; 2025Q2: 14,291 shares; 2025Q3: 14,291 shares; 2025Q4: 14,041 shares 14,041 $1.18M 0.07% -250 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: 4,382 shares; 2024Q4: 5,082 shares; 2025Q1: 5,087 shares; 2025Q2: 5,192 shares; 2025Q3: 5,519 shares; 2025Q4: 4,568 shares 4,568 $1.18M 0.06% -951 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,022 shares; 2024Q4: 2,007 shares; 2025Q1: 2,222 shares; 2025Q2: 2,222 shares; 2025Q3: 1,822 shares; 2025Q4: 4,723 shares 4,723 $1.16M 0.06% +2,901 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,604 shares; 2024Q4: 1,691 shares; 2025Q1: 1,741 shares; 2025Q2: 1,710 shares; 2025Q3: 1,742 shares; 2025Q4: 1,768 shares 1,768 $1.16M 0.06% +26 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: 4,831 shares; 2024Q4: 15,144 shares; 2025Q1: 15,234 shares; 2025Q2: 5,034 shares; 2025Q3: 5,512 shares; 2025Q4: 5,512 shares 5,512 $1.15M 0.06% 0 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,189 shares; 2024Q4: 54,815 shares; 2025Q1: 58,549 shares; 2025Q2: 53,955 shares; 2025Q3: 53,988 shares; 2025Q4: 51,614 shares 51,614 $1.15M 0.06% -2,374 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: 5,121 shares; 2024Q4: 4,604 shares; 2025Q1: 4,614 shares; 2025Q2: 4,514 shares; 2025Q3: 4,495 shares; 2025Q4: 4,358 shares 4,358 $1.12M 0.06% -137 Timeline HDV 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: 11,160 shares; 2024Q4: 11,130 shares; 2025Q1: 9,110 shares; 2025Q2: 9,110 shares; 2025Q3: 9,110 shares; 2025Q4: 9,110 shares 9,110 $1.11M 0.06% 0 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: 5,064 shares; 2024Q4: 7,864 shares; 2025Q1: 7,764 shares; 2025Q2: 7,764 shares; 2025Q3: 9,250 shares; 2025Q4: 9,560 shares 9,560 $1.1M 0.06% +310 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: 31,579 shares; 2024Q4: 29,892 shares; 2025Q1: 30,546 shares; 2025Q2: 30,716 shares; 2025Q3: 32,422 shares; 2025Q4: 41,288 shares 41,288 $1.1M 0.06% +8,866 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: 771 shares; 2024Q4: 1,407 shares; 2025Q1: 1,809 shares; 2025Q2: 1,839 shares; 2025Q3: 1,968 shares; 2025Q4: 2,475 shares 2,475 $1.1M 0.06% +507 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: 15,367 shares; 2024Q4: 15,521 shares; 2025Q1: 14,905 shares; 2025Q2: 14,905 shares; 2025Q3: 14,705 shares; 2025Q4: 13,897 shares 13,897 $1.1M 0.06% -808 Timeline MGK 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: 3,430 shares; 2024Q4: 3,330 shares; 2025Q1: 2,890 shares; 2025Q2: 2,625 shares; 2025Q3: 2,606 shares; 2025Q4: 2,616 shares 2,616 $1.08M 0.06% +10 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,772 shares; 2024Q4: 1,740 shares; 2025Q1: 1,753 shares; 2025Q2: 1,757 shares; 2025Q3: 1,759 shares; 2025Q4: 1,768 shares 1,768 $1.07M 0.06% +9 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: 20,222 shares; 2024Q4: 17,864 shares; 2025Q1: 15,574 shares; 2025Q2: 13,407 shares; 2025Q3: 13,407 shares; 2025Q4: 10,703 shares 10,703 $1.06M 0.06% -2,704 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,849 shares; 2024Q4: 11,288 shares; 2025Q1: 12,506 shares; 2025Q2: 12,618 shares; 2025Q3: 12,578 shares; 2025Q4: 12,688 shares 12,688 $1.05M 0.06% +110 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: 4,801 shares; 2024Q4: 4,352 shares; 2025Q1: 3,823 shares; 2025Q2: 3,845 shares; 2025Q3: 3,348 shares; 2025Q4: 3,178 shares 3,178 $1.05M 0.06% -170 Timeline MGC 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: 3,774 shares; 2024Q4: 4,269 shares; 2025Q1: 4,604 shares; 2025Q2: 4,581 shares; 2025Q3: 4,113 shares; 2025Q4: 4,150 shares 4,150 $1.04M 0.06% +37 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,822 shares; 2024Q4: 30,385 shares; 2025Q1: 35,501 shares; 2025Q2: 34,094 shares; 2025Q3: 35,734 shares; 2025Q4: 36,588 shares 36,588 $1.04M 0.06% +854 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: 13,918 shares; 2024Q4: 82,784 shares; 2025Q1: 80,548 shares; 2025Q2: 10,251 shares; 2025Q3: 10,251 shares; 2025Q4: 9,865 shares 9,865 $1.04M 0.06% -386 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,208 shares; 2024Q4: 13,208 shares; 2025Q1: 13,208 shares; 2025Q2: 13,208 shares; 2025Q3: 11,508 shares; 2025Q4: 22,916 shares 22,916 $1.04M 0.06% +11,408 Timeline SLVR SPROTT FDS TR More: the full row for SPROTT FDS 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: 12,500 shares; 2025Q3: 12,500 shares; 2025Q4: 18,564 shares 18,564 $1.04M 0.06% +6,064 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,159 shares; 2024Q4: 7,159 shares; 2025Q1: 6,559 shares; 2025Q2: 6,559 shares; 2025Q3: 6,427 shares; 2025Q4: 6,327 shares 6,327 $1.03M 0.06% -100 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: 1,580 shares; 2024Q4: 1,650 shares; 2025Q1: 1,635 shares; 2025Q2: 1,430 shares; 2025Q3: 1,180 shares; 2025Q4: 1,369 shares 1,369 $1.03M 0.06% +189 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,950 shares; 2024Q4: 5,950 shares; 2025Q1: 6,050 shares; 2025Q2: 5,250 shares; 2025Q3: 5,500 shares; 2025Q4: 5,252 shares 5,252 $1.02M 0.06% -248 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: 40,094 shares; 2024Q4: 21,554 shares; 2025Q1: 19,617 shares; 2025Q2: 17,411 shares; 2025Q3: 17,121 shares; 2025Q4: 15,921 shares 15,921 $1.01M 0.06% -1,200 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,254 shares; 2025Q2: 7,325 shares; 2025Q3: 11,196 shares; 2025Q4: 16,686 shares 16,686 $1000K 0.05% +5,490 Timeline FENY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,057 shares; 2024Q4: 40,572 shares; 2025Q1: 40,678 shares; 2025Q2: 40,774 shares; 2025Q3: 40,349 shares; 2025Q4: 40,249 shares 40,249 $997K 0.05% -100 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: 5,588 shares; 2024Q4: 55,094 shares; 2025Q1: 55,094 shares; 2025Q2: 8,428 shares; 2025Q3: 8,428 shares; 2025Q4: 8,428 shares 8,428 $988K 0.05% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,203 shares; 2024Q4: 13,403 shares; 2025Q1: 15,015 shares; 2025Q2: 15,611 shares; 2025Q3: 15,561 shares; 2025Q4: 15,756 shares 15,756 $984K 0.05% +195 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: 10,290 shares; 2024Q4: 10,165 shares; 2025Q1: 10,165 shares; 2025Q2: 10,165 shares; 2025Q3: 10,165 shares; 2025Q4: 9,965 shares 9,965 $974K 0.05% -200 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,832 shares; 2024Q4: 12,339 shares; 2025Q1: 12,428 shares; 2025Q2: 12,438 shares; 2025Q3: 12,533 shares; 2025Q4: 12,401 shares 12,401 $959K 0.05% -132 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: 7,404 shares; 2024Q4: 7,404 shares; 2025Q1: 7,404 shares; 2025Q2: 7,387 shares; 2025Q3: 7,387 shares; 2025Q4: 7,387 shares 7,387 $943K 0.05% 0 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,384 shares; 2024Q4: 1,384 shares; 2025Q1: 1,372 shares; 2025Q2: 1,355 shares; 2025Q3: 1,443 shares; 2025Q4: 6,155 shares 6,155 $943K 0.05% +4,712 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: 17,890 shares; 2024Q4: 15,637 shares; 2025Q1: 14,919 shares; 2025Q2: 2,850 shares; 2025Q3: 2,850 shares; 2025Q4: 2,777 shares 2,777 $938K 0.05% -73 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,134 shares; 2024Q4: 2,134 shares; 2025Q1: 2,131 shares; 2025Q2: 2,131 shares; 2025Q3: 2,131 shares; 2025Q4: 1,976 shares 1,976 $935K 0.05% -155 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: 2,791 shares; 2024Q4: 2,591 shares; 2025Q1: 2,416 shares; 2025Q2: 2,396 shares; 2025Q3: 2,341 shares; 2025Q4: 2,189 shares 2,189 $933K 0.05% -152 Timeline AVDE 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: not reported; 2025Q3: 4,994 shares; 2025Q4: 10,854 shares 10,854 $894K 0.05% +5,860 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: 7,867 shares; 2024Q4: 22,962 shares; 2025Q1: 22,867 shares; 2025Q2: 7,842 shares; 2025Q3: 8,042 shares; 2025Q4: 7,642 shares 7,642 $892K 0.05% -400 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: 10,702 shares; 2024Q4: 10,860 shares; 2025Q1: 11,490 shares; 2025Q2: 10,749 shares; 2025Q3: 9,654 shares; 2025Q4: 9,949 shares 9,949 $890K 0.05% +295 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,976 shares; 2024Q4: 5,976 shares; 2025Q1: 5,976 shares; 2025Q2: 5,976 shares; 2025Q3: 5,676 shares; 2025Q4: 5,676 shares 5,676 $859K 0.05% 0 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: 2,653 shares; 2024Q4: 2,653 shares; 2025Q1: 2,653 shares; 2025Q2: 2,653 shares; 2025Q3: 2,640 shares; 2025Q4: 2,640 shares 2,640 $855K 0.05% 0 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: not reported; 2025Q3: not reported; 2025Q4: 16,571 shares 16,571 $833K 0.05% new Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,845 shares 5,845 $827K 0.05% new Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,359 shares; 2025Q1: 8,944 shares; 2025Q2: 18,498 shares; 2025Q3: 17,320 shares; 2025Q4: 16,655 shares 16,655 $826K 0.05% -665 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: 4,847 shares; 2024Q4: 4,943 shares; 2025Q1: 5,155 shares; 2025Q2: 5,155 shares; 2025Q3: 6,015 shares; 2025Q4: 6,040 shares 6,040 $821K 0.05% +25 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,913 shares; 2024Q4: 5,385 shares; 2025Q1: 5,015 shares; 2025Q2: 5,015 shares; 2025Q3: 5,015 shares; 2025Q4: 5,015 shares 5,015 $816K 0.04% 0 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: 6,800 shares; 2024Q4: 7,115 shares; 2025Q1: 7,163 shares; 2025Q2: 7,163 shares; 2025Q3: 9,984 shares; 2025Q4: 9,229 shares 9,229 $808K 0.04% -755 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: 14,867 shares; 2024Q4: 24,518 shares; 2025Q1: 23,848 shares; 2025Q2: 13,849 shares; 2025Q3: 14,749 shares; 2025Q4: 14,731 shares 14,731 $806K 0.04% -18 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,507 shares; 2025Q4: 9,846 shares 9,846 $805K 0.04% +339 Timeline AVEM 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: not reported; 2025Q3: 4,772 shares; 2025Q4: 10,343 shares 10,343 $797K 0.04% +5,571 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: 5,300 shares; 2024Q4: 5,300 shares; 2025Q1: 3,250 shares; 2025Q2: 3,250 shares; 2025Q3: 4,961 shares; 2025Q4: 5,881 shares 5,881 $795K 0.04% +920 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,461 shares; 2024Q4: 12,461 shares; 2025Q1: 12,361 shares; 2025Q2: 11,408 shares; 2025Q3: 9,977 shares; 2025Q4: 9,817 shares 9,817 $793K 0.04% -160 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: 49,159 shares; 2024Q4: 29,382 shares; 2025Q1: 28,882 shares; 2025Q2: 28,882 shares; 2025Q3: 28,431 shares; 2025Q4: 31,164 shares 31,164 $774K 0.04% +2,733 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,863 shares; 2025Q4: 8,219 shares 8,219 $767K 0.04% +3,356 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,098 shares; 2024Q4: 5,941 shares; 2025Q1: 5,646 shares; 2025Q2: 5,481 shares; 2025Q3: 5,448 shares; 2025Q4: 5,423 shares 5,423 $756K 0.04% -25 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: not reported; 2025Q3: 6,308 shares; 2025Q4: 9,937 shares 9,937 $744K 0.04% +3,629 Timeline BBT BEACON FINANCIAL CORP. More: the full row for BEACON FINANCIAL 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: 27,904 shares; 2025Q4: 27,904 shares 27,904 $736K 0.04% 0 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,520 shares; 2025Q1: 3,545 shares; 2025Q2: 3,045 shares; 2025Q3: 4,495 shares; 2025Q4: 4,200 shares 4,200 $719K 0.04% -295 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: 6,030 shares; 2024Q4: 6,023 shares; 2025Q1: 6,023 shares; 2025Q2: 5,998 shares; 2025Q3: 5,698 shares; 2025Q4: 5,698 shares 5,698 $717K 0.04% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,845 shares 5,845 $717K 0.04% new 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: 3,280 shares; 2024Q4: 3,280 shares; 2025Q1: 3,280 shares; 2025Q2: 2,967 shares; 2025Q3: 2,967 shares; 2025Q4: 2,767 shares 2,767 $708K 0.04% -200 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON 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: 12,567 shares; 2025Q4: 19,319 shares 19,319 $703K 0.04% +6,752 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,609 shares; 2024Q4: 29,292 shares; 2025Q1: 27,109 shares; 2025Q2: 26,539 shares; 2025Q3: 23,620 shares; 2025Q4: 16,829 shares 16,829 $695K 0.04% -6,791 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,139 shares; 2024Q4: 16,139 shares; 2025Q1: 16,229 shares; 2025Q2: 1,229 shares; 2025Q3: 1,214 shares; 2025Q4: 1,214 shares 1,214 $692K 0.04% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,934 shares; 2024Q4: 66,936 shares; 2025Q1: 38,136 shares; 2025Q2: 13,444 shares; 2025Q3: 13,444 shares; 2025Q4: 13,548 shares 13,548 $688K 0.04% +104 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: 46,755 shares; 2024Q4: 22,629 shares; 2025Q1: 19,417 shares; 2025Q2: 16,713 shares; 2025Q3: 17,713 shares; 2025Q4: 18,438 shares 18,438 $680K 0.04% +725 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,261 shares; 2024Q4: 3,261 shares; 2025Q1: 3,261 shares; 2025Q2: 3,261 shares; 2025Q3: 3,261 shares; 2025Q4: 3,261 shares 3,261 $670K 0.04% 0 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,715 shares; 2025Q3: 23,282 shares; 2025Q4: 34,339 shares 34,339 $662K 0.04% +11,057 Timeline DFIV 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: 8,221 shares; 2025Q4: 13,165 shares 13,165 $657K 0.04% +4,944 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: 4,094 shares; 2024Q4: 3,997 shares; 2025Q1: 3,997 shares; 2025Q2: 3,997 shares; 2025Q3: 3,997 shares; 2025Q4: 3,997 shares 3,997 $641K 0.04% 0 Timeline EPS 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: 10,415 shares; 2024Q4: 10,120 shares; 2025Q1: 9,932 shares; 2025Q2: 9,437 shares; 2025Q3: 9,113 shares; 2025Q4: 9,028 shares 9,028 $640K 0.04% -85 Timeline MUR MURPHY OIL CORP More: the full row for MURPHY OIL 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: 20,400 shares 20,400 $638K 0.04% new 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: 19,197 shares; 2024Q4: 58,068 shares; 2025Q1: 57,389 shares; 2025Q2: 14,345 shares; 2025Q3: 14,345 shares; 2025Q4: 13,230 shares 13,230 $633K 0.03% -1,115 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,306 shares; 2024Q4: 28,863 shares; 2025Q1: 28,863 shares; 2025Q2: 18,863 shares; 2025Q3: 14,579 shares; 2025Q4: 11,346 shares 11,346 $626K 0.03% -3,233 Timeline SGU STAR GROUP LP More: the full row for STAR GROUP LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,506 shares; 2024Q4: 53,506 shares; 2025Q1: 53,506 shares; 2025Q2: 53,506 shares; 2025Q3: 53,506 shares; 2025Q4: 52,806 shares 52,806 $625K 0.03% -700 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS 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: 12,862 shares 12,862 $625K 0.03% new Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,175 shares; 2024Q4: 4,175 shares; 2025Q1: 4,175 shares; 2025Q2: 4,175 shares; 2025Q3: 4,175 shares; 2025Q4: 4,175 shares 4,175 $622K 0.03% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,997 shares; 2024Q4: 24,431 shares; 2025Q1: 23,344 shares; 2025Q2: 23,348 shares; 2025Q3: 23,302 shares; 2025Q4: 17,865 shares 17,865 $620K 0.03% -5,437 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: 13,165 shares; 2024Q4: 13,165 shares; 2025Q1: 14,715 shares; 2025Q2: 14,715 shares; 2025Q3: 12,665 shares; 2025Q4: 12,665 shares 12,665 $614K 0.03% 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: 2,843 shares; 2024Q4: 6,343 shares; 2025Q1: 6,343 shares; 2025Q2: 6,343 shares; 2025Q3: 6,149 shares; 2025Q4: 6,149 shares 6,149 $611K 0.03% 0 Timeline WCMI 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 reported; 2024Q4: not reported; 2025Q1: 31,205 shares; 2025Q2: 31,685 shares; 2025Q3: 34,164 shares; 2025Q4: 35,338 shares 35,338 $601K 0.03% +1,174 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: 2,504 shares; 2024Q4: 2,504 shares; 2025Q1: 2,444 shares; 2025Q2: 2,444 shares; 2025Q3: 2,414 shares; 2025Q4: 2,414 shares 2,414 $585K 0.03% 0 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: 3,112 shares; 2024Q4: 3,112 shares; 2025Q1: 3,112 shares; 2025Q2: 3,112 shares; 2025Q3: 2,512 shares; 2025Q4: 3,058 shares 3,058 $575K 0.03% +546 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: 2,040 shares; 2024Q4: 2,040 shares; 2025Q1: 1,990 shares; 2025Q2: 1,990 shares; 2025Q3: 1,990 shares; 2025Q4: 1,990 shares 1,990 $575K 0.03% 0 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: 2,549 shares; 2024Q4: 2,272 shares; 2025Q1: 2,272 shares; 2025Q2: 2,274 shares; 2025Q3: 2,274 shares; 2025Q4: 2,274 shares 2,274 $571K 0.03% 0 Timeline VTHR VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,899 shares 1,899 $570K 0.03% new Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,091 shares; 2024Q4: 12,755 shares; 2025Q1: 12,257 shares; 2025Q2: 5,593 shares; 2025Q3: 5,236 shares; 2025Q4: 6,475 shares 6,475 $566K 0.03% +1,239 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,911 shares; 2024Q4: 4,926 shares; 2025Q1: 4,926 shares; 2025Q2: 4,826 shares; 2025Q3: 4,327 shares; 2025Q4: 4,327 shares 4,327 $557K 0.03% 0 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,280 shares; 2024Q4: 4,255 shares; 2025Q1: 3,692 shares; 2025Q2: 4,212 shares; 2025Q3: 4,038 shares; 2025Q4: 4,253 shares 4,253 $555K 0.03% +215 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: 7,447 shares; 2024Q4: 7,447 shares; 2025Q1: 7,447 shares; 2025Q2: 7,447 shares; 2025Q3: 7,447 shares; 2025Q4: 7,447 shares 7,447 $550K 0.03% 0 Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,939 shares; 2025Q4: 9,373 shares 9,373 $542K 0.03% +3,434 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: 13,602 shares; 2024Q4: 18,296 shares; 2025Q1: 18,004 shares; 2025Q2: 16,154 shares; 2025Q3: 14,999 shares; 2025Q4: 6,416 shares 6,416 $540K 0.03% -8,583 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: 7,079 shares; 2024Q4: 13,841 shares; 2025Q1: 13,005 shares; 2025Q2: 5,558 shares; 2025Q3: 5,531 shares; 2025Q4: 5,332 shares 5,332 $532K 0.03% -199 Timeline NRXS NEURAXIS INC More: the full row for NEURAXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,000 shares; 2024Q4: 116,726 shares; 2025Q1: 116,726 shares; 2025Q2: 116,726 shares; 2025Q3: 116,726 shares; 2025Q4: 116,726 shares 116,726 $530K 0.03% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,190 shares; 2024Q4: 5,620 shares; 2025Q1: 5,520 shares; 2025Q2: 5,325 shares; 2025Q3: 5,325 shares; 2025Q4: 5,180 shares 5,180 $523K 0.03% -145 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: 3,243 shares; 2024Q4: 3,102 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,468 shares; 2025Q4: 1,805 shares 1,805 $515K 0.03% +337 Timeline INTF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,658 shares; 2025Q4: 13,581 shares 13,581 $513K 0.03% +5,923 Timeline MDXG MIMEDX GROUP INC More: the full row for MIMEDX GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190,646 shares; 2024Q4: 167,149 shares; 2025Q1: 146,649 shares; 2025Q2: 141,774 shares; 2025Q3: 96,774 shares; 2025Q4: 75,274 shares 75,274 $510K 0.03% -21,500 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: 5,754 shares; 2024Q4: 5,931 shares; 2025Q1: 5,754 shares; 2025Q2: 5,354 shares; 2025Q3: 5,454 shares; 2025Q4: 5,454 shares 5,454 $508K 0.03% 0 Timeline LOB LIVE OAK BANCSHARES INC More: the full row for LIVE OAK BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,800 shares; 2024Q4: 13,800 shares; 2025Q1: 13,800 shares; 2025Q2: 13,800 shares; 2025Q3: 14,700 shares; 2025Q4: 14,550 shares 14,550 $500K 0.03% -150 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 210 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 231 shares 231 $497K 0.03% +31 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,953 shares; 2024Q4: 2,191 shares; 2025Q1: 2,076 shares; 2025Q2: 1,776 shares; 2025Q3: 1,610 shares; 2025Q4: 1,700 shares 1,700 $491K 0.03% +90 Timeline JD JD.COM INC More: the full row for JD.COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,000 shares; 2024Q4: 17,000 shares; 2025Q1: 17,000 shares; 2025Q2: 17,000 shares; 2025Q3: 17,000 shares; 2025Q4: 17,030 shares 17,030 $489K 0.03% +30 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: 2,428 shares; 2024Q4: 2,428 shares; 2025Q1: 2,328 shares; 2025Q2: 2,328 shares; 2025Q3: 2,328 shares; 2025Q4: 2,318 shares 2,318 $488K 0.03% -10 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,850 shares; 2024Q4: 6,762 shares; 2025Q1: 6,328 shares; 2025Q2: 6,328 shares; 2025Q3: 6,328 shares; 2025Q4: 5,996 shares 5,996 $475K 0.03% -332 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: 2,131 shares; 2024Q4: 2,166 shares; 2025Q1: 2,173 shares; 2025Q2: 2,173 shares; 2025Q3: 2,173 shares; 2025Q4: 2,495 shares 2,495 $463K 0.03% +322 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: 32,479 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,826 shares 5,826 $462K 0.03% new Timeline VYMI 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: 5,960 shares; 2024Q4: 6,073 shares; 2025Q1: 6,027 shares; 2025Q2: 5,629 shares; 2025Q3: 4,864 shares; 2025Q4: 5,137 shares 5,137 $462K 0.03% +273 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $458K 0.03% 0 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,596 shares; 2024Q4: 2,565 shares; 2025Q1: 2,660 shares; 2025Q2: 2,517 shares; 2025Q3: 2,389 shares; 2025Q4: 2,354 shares 2,354 $457K 0.03% -35 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: 5,925 shares; 2024Q4: 5,925 shares; 2025Q1: 5,925 shares; 2025Q2: 5,925 shares; 2025Q3: 5,925 shares; 2025Q4: 5,925 shares 5,925 $447K 0.02% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,129 shares; 2024Q4: 5,702 shares; 2025Q1: 5,241 shares; 2025Q2: 4,951 shares; 2025Q3: 4,708 shares; 2025Q4: 4,489 shares 4,489 $445K 0.02% -219 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: 7,050 shares; 2024Q4: 7,570 shares; 2025Q1: 7,570 shares; 2025Q2: 7,570 shares; 2025Q3: 7,355 shares; 2025Q4: 7,355 shares 7,355 $442K 0.02% 0 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: 4,950 shares; 2024Q4: 4,950 shares; 2025Q1: 4,950 shares; 2025Q2: 4,950 shares; 2025Q3: 4,950 shares; 2025Q4: 4,950 shares 4,950 $439K 0.02% 0 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,514 shares; 2024Q4: 6,687 shares; 2025Q1: 6,369 shares; 2025Q2: 6,357 shares; 2025Q3: 7,677 shares; 2025Q4: 8,561 shares 8,561 $437K 0.02% +884 Timeline WU WESTERN UN CO More: the full row for WESTERN UN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 46,980 shares 46,980 $437K 0.02% new Timeline JHMD 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: 11,423 shares; 2024Q4: 11,338 shares; 2025Q1: 10,666 shares; 2025Q2: 10,666 shares; 2025Q3: 10,666 shares; 2025Q4: 10,516 shares 10,516 $437K 0.02% -150 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: 12,655 shares; 2024Q4: 7,423 shares; 2025Q1: 5,048 shares; 2025Q2: 3,448 shares; 2025Q3: 3,448 shares; 2025Q4: 4,568 shares 4,568 $430K 0.02% +1,120 Timeline XZO EXZEO GROUP INC More: the full row for EXZEO 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: not reported; 2025Q3: not reported; 2025Q4: 17,500 shares 17,500 $424K 0.02% new 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: 6,466 shares 6,466 $423K 0.02% new Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,667 shares; 2024Q4: 6,667 shares; 2025Q1: 6,667 shares; 2025Q2: 6,667 shares; 2025Q3: 6,667 shares; 2025Q4: 6,667 shares 6,667 $416K 0.02% 0 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 515 shares; 2024Q4: 515 shares; 2025Q1: 515 shares; 2025Q2: 515 shares; 2025Q3: 515 shares; 2025Q4: 510 shares 510 $413K 0.02% -5 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,833 shares; 2024Q4: 24,833 shares; 2025Q1: 24,833 shares; 2025Q2: 24,833 shares; 2025Q3: 23,044 shares; 2025Q4: 17,370 shares 17,370 $411K 0.02% -5,674 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: 3,223 shares; 2024Q4: 3,137 shares; 2025Q1: 3,137 shares; 2025Q2: 3,387 shares; 2025Q3: 3,042 shares; 2025Q4: 2,867 shares 2,867 $405K 0.02% -175 Timeline MTUM 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: 1,341 shares; 2024Q4: 1,341 shares; 2025Q1: 1,303 shares; 2025Q2: 1,583 shares; 2025Q3: 1,633 shares; 2025Q4: 1,610 shares 1,610 $403K 0.02% -23 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: 6,852 shares; 2024Q4: 6,852 shares; 2025Q1: 6,852 shares; 2025Q2: 6,852 shares; 2025Q3: 6,852 shares; 2025Q4: 6,852 shares 6,852 $403K 0.02% 0 Timeline MSML 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: 8,400 shares; 2024Q4: 8,400 shares; 2025Q1: 6,480 shares; 2025Q2: 6,480 shares; 2025Q3: 6,480 shares; 2025Q4: 6,180 shares 6,180 $402K 0.02% -300 Timeline OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,839 shares; 2024Q4: 4,264 shares; 2025Q1: 4,114 shares; 2025Q2: 3,514 shares; 2025Q3: 3,514 shares; 2025Q4: 3,419 shares 3,419 $399K 0.02% -95 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,795 shares; 2024Q4: 3,710 shares; 2025Q1: 3,610 shares; 2025Q2: 3,610 shares; 2025Q3: 3,155 shares; 2025Q4: 3,294 shares 3,294 $398K 0.02% +139 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,072 shares; 2024Q4: 1,022 shares; 2025Q1: 1,022 shares; 2025Q2: 1,022 shares; 2025Q3: 1,022 shares; 2025Q4: 1,022 shares 1,022 $398K 0.02% 0 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,359 shares; 2024Q4: 2,105 shares; 2025Q1: 1,917 shares; 2025Q2: 2,191 shares; 2025Q3: 2,191 shares; 2025Q4: 2,131 shares 2,131 $395K 0.02% -60 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,694 shares; 2024Q4: 8,594 shares; 2025Q1: 8,094 shares; 2025Q2: 7,994 shares; 2025Q3: 7,994 shares; 2025Q4: 7,894 shares 7,894 $395K 0.02% -100 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: 1,629 shares; 2024Q4: 1,905 shares; 2025Q1: 1,905 shares; 2025Q2: 2,105 shares; 2025Q3: 2,105 shares; 2025Q4: 2,021 shares 2,021 $395K 0.02% -84 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: 83,891 shares; 2024Q4: 37,904 shares; 2025Q1: 35,824 shares; 2025Q2: 25,824 shares; 2025Q3: 25,739 shares; 2025Q4: 10,739 shares 10,739 $393K 0.02% -15,000 Timeline PAAA PGIM ETF TR More: the full row for PGIM 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: 8,067 shares; 2025Q2: 8,067 shares; 2025Q3: 8,261 shares; 2025Q4: 7,581 shares 7,581 $389K 0.02% -680 Timeline GPIX 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 reported; 2024Q4: not reported; 2025Q1: 6,680 shares; 2025Q2: 6,280 shares; 2025Q3: 6,281 shares; 2025Q4: 7,311 shares 7,311 $386K 0.02% +1,030 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: 1,967 shares; 2024Q4: 1,973 shares; 2025Q1: 1,931 shares; 2025Q2: 1,907 shares; 2025Q3: 1,698 shares; 2025Q4: 1,113 shares 1,113 $375K 0.02% -585 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,092 shares; 2024Q4: 18,514 shares; 2025Q1: 17,049 shares; 2025Q2: 16,554 shares; 2025Q3: 15,357 shares; 2025Q4: 12,365 shares 12,365 $372K 0.02% -2,992 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: 4,943 shares; 2024Q4: 4,338 shares; 2025Q1: 4,366 shares; 2025Q2: 4,402 shares; 2025Q3: 4,344 shares; 2025Q4: 4,382 shares 4,382 $371K 0.02% +38 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: 53,970 shares; 2024Q4: 26,625 shares; 2025Q1: 12,075 shares; 2025Q2: 8,575 shares; 2025Q3: 4,625 shares; 2025Q4: 4,625 shares 4,625 $370K 0.02% 0 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: 1,129 shares; 2024Q4: 1,126 shares; 2025Q1: 1,126 shares; 2025Q2: 1,116 shares; 2025Q3: 1,311 shares; 2025Q4: 1,316 shares 1,316 $367K 0.02% +5 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 280 shares; 2025Q2: 280 shares; 2025Q3: 275 shares; 2025Q4: 275 shares 275 $366K 0.02% 0 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: 5,455 shares; 2024Q4: 5,455 shares; 2025Q1: 5,455 shares; 2025Q2: 5,435 shares; 2025Q3: 5,410 shares; 2025Q4: 5,385 shares 5,385 $362K 0.02% -25 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 748 shares; 2024Q4: 748 shares; 2025Q1: 748 shares; 2025Q2: 748 shares; 2025Q3: 748 shares; 2025Q4: 748 shares 748 $359K 0.02% 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: 826 shares; 2024Q4: 826 shares; 2025Q1: 826 shares; 2025Q2: 726 shares; 2025Q3: 826 shares; 2025Q4: 961 shares 961 $356K 0.02% +135 Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,275 shares; 2024Q4: 18,270 shares; 2025Q1: 18,270 shares; 2025Q2: 18,270 shares; 2025Q3: 18,270 shares; 2025Q4: 18,270 shares 18,270 $351K 0.02% 0 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,720 shares; 2025Q1: 1,560 shares; 2025Q2: 1,560 shares; 2025Q3: 1,560 shares; 2025Q4: 1,560 shares 1,560 $350K 0.02% 0 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,939 shares; 2024Q4: 6,939 shares; 2025Q1: 6,939 shares; 2025Q2: 6,939 shares; 2025Q3: 6,939 shares; 2025Q4: 5,859 shares 5,859 $343K 0.02% -1,080 Timeline IETC ISHARES U S ETF TR More: the full row for ISHARES U S 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: 3,288 shares; 2025Q2: 3,288 shares; 2025Q3: 3,288 shares; 2025Q4: 3,363 shares 3,363 $342K 0.02% +75 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 966 shares 966 $341K 0.02% new Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,118 shares; 2025Q4: 1,907 shares 1,907 $339K 0.02% -211 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,050 shares; 2024Q4: 7,088 shares; 2025Q1: 6,938 shares; 2025Q2: 6,938 shares; 2025Q3: 7,238 shares; 2025Q4: 7,238 shares 7,238 $336K 0.02% 0 Timeline XBI 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: 2,680 shares; 2024Q4: 2,755 shares; 2025Q1: 2,755 shares; 2025Q2: 2,755 shares; 2025Q3: 2,755 shares; 2025Q4: 2,755 shares 2,755 $336K 0.02% 0 Timeline FNDE 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: 10,001 shares; 2024Q4: 10,001 shares; 2025Q1: 9,900 shares; 2025Q2: 9,900 shares; 2025Q3: 9,525 shares; 2025Q4: 9,291 shares 9,291 $335K 0.02% -234 Timeline JPEF 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: 4,100 shares; 2024Q4: 5,715 shares; 2025Q1: 4,173 shares; 2025Q2: 4,200 shares; 2025Q3: 4,198 shares; 2025Q4: 4,469 shares 4,469 $334K 0.02% +271 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: 916 shares; 2024Q4: 916 shares; 2025Q1: 916 shares; 2025Q2: 881 shares; 2025Q3: 881 shares; 2025Q4: 981 shares 981 $330K 0.02% +100 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,077 shares; 2024Q4: 3,223 shares; 2025Q1: 3,397 shares; 2025Q2: 2,905 shares; 2025Q3: 2,143 shares; 2025Q4: 2,133 shares 2,133 $330K 0.02% -10 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,204 shares; 2024Q4: 4,204 shares; 2025Q1: 4,204 shares; 2025Q2: 4,104 shares; 2025Q3: 4,104 shares; 2025Q4: 4,065 shares 4,065 $330K 0.02% -39 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,150 shares; 2024Q4: 5,150 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,900 shares; 2025Q4: 3,168 shares 3,168 $328K 0.02% +268 Timeline COPX 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: 31,756 shares; 2024Q4: 23,250 shares; 2025Q1: 20,857 shares; 2025Q2: 20,702 shares; 2025Q3: 4,502 shares; 2025Q4: 4,572 shares 4,572 $328K 0.02% +70 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,760 shares; 2024Q4: 2,760 shares; 2025Q1: 2,760 shares; 2025Q2: 2,760 shares; 2025Q3: 2,760 shares; 2025Q4: 2,760 shares 2,760 $316K 0.02% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,179 shares; 2024Q4: 7,254 shares; 2025Q1: 7,393 shares; 2025Q2: 6,862 shares; 2025Q3: 5,218 shares; 2025Q4: 5,620 shares 5,620 $308K 0.02% +402 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: 12,880 shares; 2024Q4: 13,022 shares; 2025Q1: 11,598 shares; 2025Q2: 10,930 shares; 2025Q3: 10,480 shares; 2025Q4: 8,280 shares 8,280 $306K 0.02% -2,200 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: 12,662 shares; 2024Q4: 13,915 shares; 2025Q1: 12,926 shares; 2025Q2: 12,737 shares; 2025Q3: 6,865 shares; 2025Q4: 4,515 shares 4,515 $303K 0.02% -2,350 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: 3,960 shares; 2024Q4: 3,922 shares; 2025Q1: 4,722 shares; 2025Q2: 4,722 shares; 2025Q3: 4,722 shares; 2025Q4: 4,722 shares 4,722 $302K 0.02% 0 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,004 shares; 2024Q4: 2,994 shares; 2025Q1: 2,389 shares; 2025Q2: 2,389 shares; 2025Q3: 2,492 shares; 2025Q4: 2,217 shares 2,217 $302K 0.02% -275 Timeline FLDR FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,965 shares 5,965 $300K 0.02% new 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: 3,583 shares; 2024Q4: 3,583 shares; 2025Q1: 3,373 shares; 2025Q2: 3,373 shares; 2025Q3: 2,909 shares; 2025Q4: 2,909 shares 2,909 $298K 0.02% 0 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,772 shares; 2025Q1: 2,772 shares; 2025Q2: 2,772 shares; 2025Q3: 2,772 shares; 2025Q4: 2,772 shares 2,772 $297K 0.02% 0 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: 2,400 shares; 2024Q4: 2,400 shares; 2025Q1: 2,400 shares; 2025Q2: 2,400 shares; 2025Q3: 2,400 shares; 2025Q4: 2,400 shares 2,400 $296K 0.02% 0 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,075 shares; 2024Q4: 1,075 shares; 2025Q1: 1,075 shares; 2025Q2: 950 shares; 2025Q3: not reported; 2025Q4: 950 shares 950 $295K 0.02% new 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: 11,250 shares; 2024Q4: 12,838 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,045 shares; 2025Q4: 5,035 shares 5,035 $293K 0.02% -1,010 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: not reported; 2025Q3: 4,297 shares; 2025Q4: 5,778 shares 5,778 $292K 0.02% +1,481 Timeline LYFT LYFT INC More: the full row for LYFT 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: 15,025 shares 15,025 $291K 0.02% new Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,300 shares 3,300 $288K 0.02% new Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,955 shares; 2024Q4: 2,955 shares; 2025Q1: 2,955 shares; 2025Q2: 2,955 shares; 2025Q3: 2,955 shares; 2025Q4: 2,955 shares 2,955 $286K 0.02% 0 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,549 shares; 2024Q4: 2,549 shares; 2025Q1: 2,549 shares; 2025Q2: 2,549 shares; 2025Q3: 2,549 shares; 2025Q4: 2,215 shares 2,215 $286K 0.02% -334 Timeline RWJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,850 shares; 2024Q4: 5,850 shares; 2025Q1: 5,850 shares; 2025Q2: 5,850 shares; 2025Q3: 5,850 shares; 2025Q4: 5,850 shares 5,850 $285K 0.02% 0 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,067 shares; 2024Q4: 3,900 shares; 2025Q1: 3,875 shares; 2025Q2: 3,875 shares; 2025Q3: 3,875 shares; 2025Q4: 3,875 shares 3,875 $285K 0.02% 0 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,327 shares; 2024Q4: 5,327 shares; 2025Q1: 5,327 shares; 2025Q2: 5,327 shares; 2025Q3: 5,327 shares; 2025Q4: 5,327 shares 5,327 $284K 0.02% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,010 shares; 2024Q4: 2,010 shares; 2025Q1: 2,019 shares; 2025Q2: 1,945 shares; 2025Q3: 1,945 shares; 2025Q4: 1,912 shares 1,912 $284K 0.02% -33 Timeline FYEE FIDELITY GREENWOOD STREET TR More: the full row for FIDELITY GREENWOOD STREET TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,844 shares 9,844 $282K 0.02% new Timeline FQAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,785 shares; 2024Q4: 3,785 shares; 2025Q1: 3,785 shares; 2025Q2: 3,720 shares; 2025Q3: 3,720 shares; 2025Q4: 3,720 shares 3,720 $281K 0.02% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,987 shares; 2024Q4: 3,987 shares; 2025Q1: 3,915 shares; 2025Q2: 3,915 shares; 2025Q3: 3,801 shares; 2025Q4: 4,187 shares 4,187 $281K 0.02% +386 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 reported; 2024Q4: 5,075 shares; 2025Q1: 5,075 shares; 2025Q2: 5,075 shares; 2025Q3: 5,075 shares; 2025Q4: 5,075 shares 5,075 $279K 0.02% 0 Timeline RWK 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: 2,175 shares; 2024Q4: 2,175 shares; 2025Q1: 2,175 shares; 2025Q2: 2,175 shares; 2025Q3: 2,175 shares; 2025Q4: 2,175 shares 2,175 $275K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 225 shares; 2025Q3: 225 shares; 2025Q4: 225 shares 225 $273K 0.02% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,518 shares; 2024Q4: 818 shares; 2025Q1: 980 shares; 2025Q2: 931 shares; 2025Q3: 980 shares; 2025Q4: 993 shares 993 $273K 0.02% +13 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: 10,778 shares; 2024Q4: 11,666 shares; 2025Q1: 11,160 shares; 2025Q2: 11,147 shares; 2025Q3: 5,990 shares; 2025Q4: 2,469 shares 2,469 $272K 0.01% -3,521 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,769 shares; 2024Q4: 3,283 shares; 2025Q1: 3,169 shares; 2025Q2: 3,169 shares; 2025Q3: 3,169 shares; 2025Q4: 3,169 shares 3,169 $270K 0.01% 0 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,122 shares; 2024Q4: 5,122 shares; 2025Q1: 5,122 shares; 2025Q2: 5,122 shares; 2025Q3: 5,122 shares; 2025Q4: 5,122 shares 5,122 $268K 0.01% 0 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 887 shares; 2025Q4: 887 shares 887 $265K 0.01% 0 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,374 shares; 2024Q4: 3,359 shares; 2025Q1: 3,371 shares; 2025Q2: 3,371 shares; 2025Q3: 3,216 shares; 2025Q4: 2,807 shares 2,807 $264K 0.01% -409 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: 7,121 shares; 2024Q4: 5,283 shares; 2025Q1: 5,283 shares; 2025Q2: 3,655 shares; 2025Q3: 3,635 shares; 2025Q4: 3,585 shares 3,585 $263K 0.01% -50 Timeline AMLX AMYLYX PHARMACEUTICALS INC More: the full row for AMYLYX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,945 shares; 2024Q4: 21,645 shares; 2025Q1: 21,645 shares; 2025Q2: 21,645 shares; 2025Q3: 21,645 shares; 2025Q4: 21,645 shares 21,645 $261K 0.01% 0 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 900 shares; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 900 shares 900 $257K 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: 905 shares; 2024Q4: 905 shares; 2025Q1: 855 shares; 2025Q2: 842 shares; 2025Q3: 842 shares; 2025Q4: 842 shares 842 $254K 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: 6,539 shares; 2024Q4: 21,543 shares; 2025Q1: 20,644 shares; 2025Q2: 5,882 shares; 2025Q3: 5,786 shares; 2025Q4: 4,354 shares 4,354 $254K 0.01% -1,432 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,842 shares; 2024Q4: 3,842 shares; 2025Q1: not reported; 2025Q2: 3,982 shares; 2025Q3: 3,982 shares; 2025Q4: 3,982 shares 3,982 $254K 0.01% 0 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,500 shares; 2024Q4: 4,500 shares; 2025Q1: not reported; 2025Q2: 2,975 shares; 2025Q3: 2,975 shares; 2025Q4: 1,350 shares 1,350 $249K 0.01% -1,625 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,218 shares; 2024Q4: 40,233 shares; 2025Q1: 40,233 shares; 2025Q2: 40,233 shares; 2025Q3: 40,233 shares; 2025Q4: 10,233 shares 10,233 $248K 0.01% -30,000 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,218 shares; 2025Q3: 3,218 shares; 2025Q4: 3,218 shares 3,218 $247K 0.01% 0 Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC 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: 4,125 shares 4,125 $245K 0.01% new Timeline VTS VITESSE ENERGY INC More: the full row for VITESSE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,500 shares; 2024Q4: 12,500 shares; 2025Q1: 12,500 shares; 2025Q2: 12,500 shares; 2025Q3: 12,500 shares; 2025Q4: 12,500 shares 12,500 $241K 0.01% 0 Timeline U UNITY SOFTWARE INC More: the full row for UNITY SOFTWARE 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: 5,445 shares; 2025Q4: 5,445 shares 5,445 $241K 0.01% 0 Timeline GSIE 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: 23,793 shares; 2024Q4: 24,135 shares; 2025Q1: 24,290 shares; 2025Q2: 23,241 shares; 2025Q3: 11,303 shares; 2025Q4: 5,582 shares 5,582 $240K 0.01% -5,721 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: 237 shares; 2024Q4: 237 shares; 2025Q1: 237 shares; 2025Q2: 237 shares; 2025Q3: 237 shares; 2025Q4: 237 shares 237 $239K 0.01% 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: 3,925 shares; 2024Q4: 43,925 shares; 2025Q1: 41,475 shares; 2025Q2: not reported; 2025Q3: 1,475 shares; 2025Q4: 1,475 shares 1,475 $237K 0.01% 0 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: 3,081 shares; 2024Q4: 3,081 shares; 2025Q1: 2,999 shares; 2025Q2: 1,731 shares; 2025Q3: 1,781 shares; 2025Q4: 1,724 shares 1,724 $236K 0.01% -57 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,688 shares; 2024Q4: 1,765 shares; 2025Q1: 1,668 shares; 2025Q2: 1,558 shares; 2025Q3: 1,148 shares; 2025Q4: 1,976 shares 1,976 $236K 0.01% +828 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: 3,494 shares; 2024Q4: 3,454 shares; 2025Q1: 1,139 shares; 2025Q2: 1,139 shares; 2025Q3: 1,154 shares; 2025Q4: 1,107 shares 1,107 $235K 0.01% -47 Timeline AYI ACUITY INC More: the full row for ACUITY 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: 663 shares; 2025Q4: 648 shares 648 $233K 0.01% -15 Timeline ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,657 shares 7,657 $233K 0.01% new Timeline QGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,890 shares 3,890 $228K 0.01% new Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD 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: not reported; 2025Q2: not reported; 2025Q3: 5,500 shares; 2025Q4: 5,500 shares 5,500 $228K 0.01% 0 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR 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: 1,667 shares; 2025Q3: 1,667 shares; 2025Q4: 1,667 shares 1,667 $228K 0.01% 0 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,860 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,838 shares 1,838 $226K 0.01% new 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: 4,268 shares; 2024Q4: 4,177 shares; 2025Q1: 3,067 shares; 2025Q2: 2,195 shares; 2025Q3: 2,195 shares; 2025Q4: 1,836 shares 1,836 $226K 0.01% -359 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: 1,955 shares; 2024Q4: 1,955 shares; 2025Q1: 1,955 shares; 2025Q2: not reported; 2025Q3: 1,592 shares; 2025Q4: 1,657 shares 1,657 $225K 0.01% +65 Timeline CLNN CLENE INC More: the full row for CLENE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,500 shares; 2025Q1: 36,500 shares; 2025Q2: 36,500 shares; 2025Q3: 37,243 shares; 2025Q4: 37,243 shares 37,243 $219K 0.01% 0 Timeline GBUG SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,000 shares 5,000 $218K 0.01% new Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,677 shares; 2024Q4: 1,677 shares; 2025Q1: 1,677 shares; 2025Q2: 1,677 shares; 2025Q3: 1,677 shares; 2025Q4: 1,677 shares 1,677 $218K 0.01% 0 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,370 shares; 2024Q4: 3,370 shares; 2025Q1: 3,370 shares; 2025Q2: 3,370 shares; 2025Q3: 3,370 shares; 2025Q4: 3,370 shares 3,370 $214K 0.01% 0 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,932 shares; 2024Q4: 15,932 shares; 2025Q1: 14,932 shares; 2025Q2: 14,932 shares; 2025Q3: 14,932 shares; 2025Q4: 14,100 shares 14,100 $211K 0.01% -832 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,035 shares; 2025Q3: 1,035 shares; 2025Q4: 1,035 shares 1,035 $209K 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,097 shares 4,097 $203K 0.01% new 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: 700 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares 700 $203K 0.01% 0 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: 675 shares; 2024Q4: 675 shares; 2025Q1: not reported; 2025Q2: 625 shares; 2025Q3: not reported; 2025Q4: 525 shares 525 $203K 0.01% new Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares 100 $201K 0.01% 0 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: 4,223 shares; 2024Q4: 4,223 shares; 2025Q1: 3,057 shares; 2025Q2: 3,057 shares; 2025Q3: 2,927 shares; 2025Q4: 2,327 shares 2,327 $201K 0.01% -600 Timeline FRSH FRESHWORKS INC More: the full row for FRESHWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,058 shares; 2024Q4: 11,058 shares; 2025Q1: 11,058 shares; 2025Q2: 11,058 shares; 2025Q3: 11,058 shares; 2025Q4: 11,058 shares 11,058 $135K 0.01% 0 Timeline POWW OUTDOOR HOLDING CO More: the full row for OUTDOOR HOLDING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 351,770 shares; 2024Q4: 295,770 shares; 2025Q1: 225,270 shares; 2025Q2: 225,270 shares; 2025Q3: 205,270 shares; 2025Q4: 75,270 shares 75,270 $129K 0.01% -130,000 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,997 shares; 2024Q4: 17,377 shares; 2025Q1: 13,695 shares; 2025Q2: 13,695 shares; 2025Q3: 14,193 shares; 2025Q4: 14,193 shares 14,193 $115K 0.01% 0 Timeline NG NOVAGOLD RESOURCES INC More: the full row for NOVAGOLD RESOURCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,350 shares; 2024Q4: 10,350 shares; 2025Q1: 10,350 shares; 2025Q2: 10,350 shares; 2025Q3: 10,350 shares; 2025Q4: 10,350 shares 10,350 $96.5K 0.01% 0 Timeline EXACT SCIENCES CORP EXACT SCIENCES CORP More: the full row for EXACT SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,000 shares; 2024Q4: 11,000 shares; 2025Q1: 11,000 shares; 2025Q2: 11,000 shares; 2025Q3: 11,000 shares; 2025Q4: 11,000 shares 11,000 $11.3K <0.01% 0 GTBP GT BIOPHARMA INC More: the full row for GT BIOPHARMA 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: 10,900 shares 10,900 $8.56K <0.01% new Timeline